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HomeMy WebLinkAbout2024-10-29; Municipal Water District; ; Repeal and Replace Title 1 - General Provisions of the Carlsbad Municipal Water District CodeCA Review GH Meeting Date: Oct. 29, 2024 To: President and Board Members From: Scott Chadwick, Executive Manager Staff Contact: Shoshana Aguilar, Senior Management Analyst shoshana.aguilar@carlsbadca.gov, 760-814-0241 Gina Herrera, Assistant General Counsel gina.herrera@carlsbadca.gov, 442-339-5123 Subject: Repeal and Replace Title 1 - General Provisions of the Carlsbad Municipal Water District Code Districts: All Recommended Action Introduce an ordinance of the Carlsbad Municipal Water District Board of Directors repealing and replacing Title 1 of the Carlsbad Municipal Water District Code. Executive Summary The Board of Directors recently adopted Ordinance No. 49 to codify CMWD’s ordinances. Once effective, the code was published and is now available online.1 The Carlsbad Municipal Water District Code provides the rules and regulations that govern the District. As published, the District Code includes inconsistences with CMWD’s current organizational structure, policies and practices because many of the ordinances, which were adopted in a piecemeal fashion, were not subsequently amended to conform to superseding board actions. Repealing and replacing Title 1 of the code is the first amending ordinance to update each of the three titles in the code. The proposed changes to Title 1 remove obsolete language, codify current practices established by Board resolutions and the operating agreement between CMWD and the City of Carlsbad, and streamline enforcement procedures to mirror those provided in the Carlsbad Municipal Code. Explanation & Analysis On July 16, 2024, the CMWD Board of Directors approved Ordinance No. 49 which codified, restated and amended the ordinances of the CMWD, into a format very similar to the Carlsbad Municipal Code. The District Code became effective on August 15, 2024.2 1 The CMWD Code is available online at https://ecode360.com/CA4913. Oct. 29, 2024 Item #9 Page 1 of 46 MUNICIIPAL WATER D IISTRIC'f Staff Report Staff are now requesting the Board approve repealing and replacing the language in Title 1 of the District Code, to update the Code so that it is consistent with the CMWD’s current organizational structure, policies and practices. The proposed amendments were drafted, in part, to mirror the Carlsbad Municipal Code to bring the district in closer alignment with the city, because the district is a subsidiary district of the city. The proposed ordinance, CMWD Ordinance No. 50, will also formally codify some administrative rules regarding delegation of duties and division of labor across city departments which had been previously set by ordinance, resolution and the 1991 operating agreement between the city and the CMWD. Relevant sections of CMWD Resolution No. 648, which made certain official and officer appointments, have been incorporated as well. Overview of proposed changes Chapter 1.04 - Code Adoption has been amended to add additional provisions, mirroring the Carlsbad Municipal Code. Chapter 1.08 - Administration has been expanded to include: o Conflicts of interest. o CMWD Board of Directors and Officer designated, consistent with actual practices and the Municipal Code. o Meetings expanded to include special meetings, consistent with the current practice of meeting in conjunction with the City Council meetings. o The “Holidays” Section has been repealed because the 1991 operating agreement with the city ended the practice of having separate CMWD employees. As such, city employees support the CMWD and city policies govern the employees, whether they support the work of CMWD, the city, or both. Further, City Council acts each year to approve the regular city council meeting calendar, which includes city holidays for city employees (i.e., the date that city and district offices are closed). Chapter 1.12 - Territory has been significantly reduced, so that it is no longer delineated in the code because it is designated by resolution. Any changes in territory or service area would require approval from the San Diego County Local Agency Formation Commission and would be brought to the CMWD Board of Directors for its consideration and approval. Chapter 1.16 - Finance has been expanded from covering emergency purchasing to include additional finance provisions, consistent with the city’s current procedures for accounting, cash management, purchasing, and providing refunds. Chapter 1.20 – Enforcement. Enforcement mechanisms have been streamlined so that they are consistent with Municipal Code Chapters 1.08 and 1.10, including the administrative assessment and procedures of civil penalties, administrative hearing procedures, and appeals, which are being adopted by reference, except that whenever any provisions incorporated refer to the city, City Council, territory, area, agency, official, employee, or Oct. 29, 2024 Item #9 Page 2 of 46 otherwise it shall mean the corresponding CMWD Board of Directors, territory, area, agency, official, employee, or otherwise.3 A more detailed comparison of the proposed District Code changes is available in Exhibit 3. Fiscal Analysis There is no anticipated fiscal impact from this action. Next Steps Staff will return to the CMWD Board of Directors on November 12, 2024, for a second reading and adoption of this ordinance. At subsequent Board meetings, staff will return to the CMWD Board of Directors with recommended changes to Titles 2 and 3 of the District Code, for the same reasons that Title 1 amendments are being proposed. Environmental Evaluation The City Planner, through the process outlined in the Carlsbad Municipal Code relating to Environmental Protection (Section 19.04.060), has determined that this action is categorically exempt from environmental review under the California Environmental Quality Act Guidelines Section 15061(b)(3), which states that an activity is exempt from the provisions of the act if it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment. Moreover, approval of the Ordinance constitutes an administrative activity of CMWD and is additionally exempt from CEQA on that basis. (State CEQA Guidelines, Section 15378(b)(5).) Exhibits 1. Carlsbad Municipal Water District Board of Directors ordinance 2. Title 1 showing proposed revisions 3. Comparison Chart of proposed revisions 3 Adopted by reference means it is being incorporated into the text of the District’s code with a statement that the municipal code section should be treated as if contained within the District’s code. This action also creates an efficiency because any changes to the Carlsbad Municipal Code will not require a second amendment to the District Code. Oct. 29, 2024 Item #9 Page 3 of 46 ORDINANCE NO. 49 AN ORDINANCE OF THE BOARD OF DIRECTORS OF THE CARLSBAD MUNICIPAL WATER DISTRICT OF THE CITY OF CARLSBAD, CALIFORNIA, REPEALING AND REPLACING TITLE 1 OF THE CARLSBAD MUNICIPAL WATER DISTRICT CODE WHEREAS, the Carlsbad Municipal Water District (CMWD) is organized under the Municipal Water District Law of 1911, Division 20 (commencing with Section 71000) of the California Water Code; and WHEREAS, pursuant to California Water Code Section 71278, the board of a municipal water district must act by ordinance, motion, or resolution; and WHEREAS, on April 25, 1989, the Board of Directors of the Costa Real Municipal Water District approved Resolution No. 1, consenting to the establishment of Costa Real Municipal Water District as a subsidiary district of the City of Carlsbad, consistent with the approved proposal of the San Diego County Local Agency Formation Commission, to integrate the planning and management of water resources within the City of Carlsbad and revert the district’s name back to the Carlsbad Municipal Water District; and WHEREAS, on Jan. 1, 1990, the CMWD became a subsidiary district of the City of Carlsbad; and WHEREAS, Government Code Sections 50022.1 to 50022.10 provide authority for a local public agency to codify existing ordinances; and WHEREAS, on June 25, 2024, the Board of Directors of the CMWD introduced Ordinance No. 49 codifying, restating, and amending Ordinances No. 1 to No. 48, except for those ordinances previously repealed, into a comprehensive code (“Code”); and WHEREAS, on July 16, 2024, the Board of Directors of the CMWD adopted Ordinance No. 49, codifying, restating and amending Ordinances No. 1 to No. 48, except for those ordinances previously repealed, and became effective on Aug. 15, 2024; and WHEREAS, Title 1 of the Code has been reviewed and it has been determined that amendments to the Code are required so that Title 1 is consistent with the CMWD’s organizational structure and practices; and WHEREAS, the City Planner has determined that the ordinance and related amendments are exempt from the California Environmental Quality Act, or CEQA, pursuant to the commonsense exemption, Section 15061(b)(3) of the CEQA Guidelines, since there would be no possibility of a Exhibit 1 Oct. 29, 2024 Item #9 Page 4 of 46 significant effect on the environment. Moreover, approval of the Ordinance constitutes an administrative activity of CMWD and is additionally exempt from CEQA on that basis. (State CEQA Guidelines, § 15378(b)(5).) NOW, THEREFORE, be it ordained by the Board of Directors of the Carlsbad Municipal Water District as follows: 1. The above recitations are true and correct and are incorporated into this Ordinance. 2. Miscellaneous. a. Existing Law Continued. The adoption of the provisions in this Ordinance that are substantively the same as existing ordinances relating to the same subject are restatements and continuations of existing ordinances and not new enactments or amendments, except for formatting to codify the existing ordinances. The adoption of this Ordinance is not intended to affect or disrupt the continuity of the CMWD’s business or administration of its law, including but not limited to the following: i. Action and proceedings that began before the effective date of this Ordinance; ii. Prosecution for ordinance violations committed before the effective date of this Ordinance; or iii. Matters of record that refer to or are connected with a provision of the prior Code, as amended, and which references shall be constructed to apply to the corresponding provisions of the CMWD Code. b. References to Prior Ordinances Apply to All Amendments. Whenever a reference is made to this Code as the “Carlsbad Municipal Water District Code” or to any portion of it, or to any ordinance by the Carlsbad Municipal Water District, the reference shall apply to all amendments, corrections and additions, made now or in the future. c. Title, Chapter and Section Headings. Title, chapter and section headings contained in this Code shall not be deemed to govern, limit, modify or in any matter affect the scope, meaning or intent of the provisions of any title, chapter or section of this Code. d. References to Specific Ordinances and Code Sections. The provisions of this Ordinance do not affect matters of record which refer to, or are connected with Oct. 29, 2024 Item #9 Page 5 of 46 ordinances, titles, chapters, or section headings included within the CMWD Code. Renumbering and relabeling of existing ordinances, title, chapter, and section headings by this Ordinance does not affect the continuing validity of existing laws. Any existing reference to an ordinance, title, chapter, or section heading which is renumbered or relabeled by this Ordinance must be construed to apply to the corresponding provisions contained within this Ordinance. e. Effect of Ordinance on Past Actions, Obligations and Irregularities. All rights and obligations existing under any ordinance in effect prior to the effective date of this Ordinance continue in full force and effect. This Ordinance does not invalidate any action taken prior to the effective date of this Ordinance if the action was proper under the law governing the action at the time the action was taken. Adoption of this Ordinance supersedes the incorporated ordinances, and to the extent there is a conflict with them, this Ordinance takes precedence over the incorporated ordinances. In the event of any irregularities in the restatement of any ordinances, this Ordinance constitutes a readoption of any said ordinance with the intent of curing any such adoption irregularity. Adoption of this Ordinance, and the resulting amendment of any ordinance or portion of any ordinance of the CMWD, do not revive any rights repealed or extinguished by any prior ordinance of the CMWD. f. Effect of Ordinance on Period of Limitation. When a limitation or period of time prescribed in any existing ordinance for acquiring a right or barring a remedy, or for any other purpose, has begun to run before this Ordinance goes into effect, and the same or any limitation is prescribed in this Ordinance, the time which has already run is deemed part of the time prescribed as such limitation by this Ordinance. g. Successor Codes. All references in this Ordinance to California codes includes all successor provisions to such codes. Where any of the provisions of this Ordinance conflict with subsequent changes in the cited or successor codes or other applicable California law, the provisions of those changed or successor codes or other applicable law applies in place of the conflicting provisions in this Ordinance. Any such changed or successor or other applicable law applies to allow imposition of the Oct. 29, 2024 Item #9 Page 6 of 46 maximum penalties, interest, charges, and damages and the strictest compliance deadlines then allowed by law. 3. Title 1 Repealed and Replaced. Title 1 “General Provisions” of the CMWD Code is repealed and replaced as set forth in Attachment A to this Ordinance, which is incorporated by this reference as if set forth in full at this point. 4. Parentheticals. Parenthetical references of a historical nature are not a substantive part of this Ordinance and may be deleted and modified as necessary as part of the codification of the Carlsbad Municipal Water District Code. 5. Severability. If any section, subsection, subdivision, paragraph, sentence, clause or phrase of this Ordinance or any part of it is for any reason held to be unconstitutional, such decision shall not affect the validity of the remaining portion of this Ordinance or any part of it. The Board of Directors of the CMWD declares that it would have passed each section, subsection, subdivision, paragraph, sentence, clause or phrase of the Ordinance, irrespective of the fact that any one or more section, subsection, subdivision, paragraph, sentence, clause or phrases be declared unconstitutional. 6. Publication. The CMWD Board Secretary has caused notice of this Ordinance to be advertised in a newspaper of general circulation as is required by law. EFFECTIVE DATE: This ordinance shall be effective thirty days after its adoption; and the CMWD Board Secretary shall certify the adoption of this ordinance and cause the full text of the ordinance, or a summary of the ordinance prepared by the CMWD General Counsel to be published at least once in a newspaper of general circulation in the City of Carlsbad within fifteen days after its adoption. INTRODUCED AND FIRST READ at a Special Meeting of the Carlsbad Municipal Water District Board of Directors on the _____ day of ______________, 2024, and thereafter Oct. 29, 2024 Item #9 Page 7 of 46 PASSED, APPROVED AND ADOPTED at a Special Meeting of the Carlsbad Municipal Water District Board of Directors on the ______ day of ______________, 2024, by the following vote, to wit: AYES: NAYS: ABSTAIN: ABSENT: APPROVED AS TO FORM AND LEGALITY: _________________________________ CINDIE K. McMAHON, General Counsel _______________________________________ KEITH BLACKBURN, President _______________________________________ SHERRY FREISINGER, Secretary (SEAL) Oct. 29, 2024 Item #9 Page 8 of 46 Attachment A Page 1 Title 1 GENERAL PROVISIONS Chapters: 1.04 Code Adoption 1.08 Administration and Personnel 1.16 Finance 1.20 Enforcement Oct. 29, 2024 Item #9 Page 9 of 46 I Page 2 Chapter 1.04 CODE ADOPTION Sections: 1.04.010 Recodification and adoption. 1.04.020 Title-Citation-Reference. 1.04.030 Reference to amendments. 1.04.040 Codification authority. 1.04.050 Title, chapter and section headings. 1.04.060 References to ordinances. 1.04.070 Effect of code on past actions and obligations. 1.04.080 Effective Date 1.04.090 Severability. 1.04.100 Limitation on liability. 1.04.110 Continuation of existing law. 1.04.120 Effect of recodification. 1.04.010 Recodification and adoption. Pursuant to the provisions of Government Code Sections 50022.1 through 50022.8 and 50022.10, there is recodified and adopted the “Carlsbad Municipal Water District Code” as revised, reformat- ted, indexed, codified, compiled, updated and republished by Quality Code Publishing, together with those secondary codes adopted by reference as authorized by the California State Legislature, save and except those portions of the secondary codes as are deleted, modified or amended by the Carlsbad Municipal Water District Code. 1.04.020Title-Citation-Reference. This Code is the “Carlsbad Municipal Water District Code” in any prosecution for the violation of any provision of this Code or in any proceeding at law or equity. It shall also be sufficient to designate any ordinance adding to, amending, correcting or repealing all or any part or portion of this Code as an addition to, amendment to, correction of or repeal of the “Carlsbad Municipal Water District Code.” Further reference may be had to the titles, chapters, sections and subsections of the “Carls- bad Municipal Water District Code” and such reference shall apply to that numbered title, chapter, section or subsection as it appears in this Code. 1.04.030 Reference to amendments. Whenever a reference is made to this Code as the “Carlsbad Municipal Water District Code” or to any portion of it, or to any ordinance of the Carlsbad Municipal Water District, that reference shall apply to all amendments, corrections and additions made before now, now, and in the future. 1.04.040 Codification authority. Except as otherwise provided, this Code consists of regulatory, penal, and administrative laws of general application of the Carlsbad Municipal Water District, codified pursuant to the authority of the Oct. 29, 2024 Item #9 Page 10 of 46 I Page 3 Municipal Water District Law of 1911 (Cal. Water Code, § 71000 et seq.), particularly Section 71281, and to California Government Code Sections 50020 through 50022.10. 1.04.050 Title, chapter and section headings Title, chapter, and section headings contained in this Code shall not be deemed to govern, limit, modify or in any manner affect the scope, meaning or intent of the provisions of any title, chapter or section of this Code 1.04.060 References to ordinances. This Code shall not affect deposits or other matters of record which refer to, or are otherwise con- nected with, ordinances or resolutions which are specifically designated by number or otherwise, and which are included in this Code, but such references shall apply to the corresponding provisions set forth in this Code. Carlsbad Municipal Water District Code sections cited on signage within the District shall, until updated if and as required, be deemed to be citations to the counterpart sections in the recodified Carlsbad Municipal Water District Code for purposes of notice and enforcement. 1.04.070 Effect of code on past actions and obligations. Neither the adoption of this Code nor the repeal or amendment by this Code of any ordinance or any part of any ordinance of the District shall in any manner affect the prosecution for violations of ordinances, which violations were committed prior to the effective date of this Code, nor be con- strued as a waiver of any license, fee, or penalty at the effective date due and unpaid under such ordinances, nor be construed as affecting any of the provisions of such ordinances relating to the collection of any such license, fee, or penalty, or the penal provisions applicable to any violation of such ordinances, nor to affect the validity of any bond or cash deposit in lieu of any bond required to be posted, filed, or deposited pursuant to any ordinance and all rights and appertaining obligations under such ordinances shall continue in full force and effect. 1.04.080 Effective Date The Carlsbad Municipal Water District Code became effective on August 15, 2024, the date that Ordinance No. 49 became effective. 1.04.090 Severability It is the intention of the Board that the sections, paragraphs, sentences, clauses and phrases of this Code are severable, and if any phrase, clause, sentence, paragraph or section of this Code is de- clared unconstitutional or without effect by any final judgment or decree of a court of competent jurisdiction, such judgment or decree shall not affect any of the remaining phrases, clauses, sen- tences, paragraphs and sections of this Code. Oct. 29, 2024 Item #9 Page 11 of 46 I Page 4 1.04.100 Limitation on liability. Except when otherwise specifically indicated, the obligations imposed upon District officers or staff for implementation and enforcement of this Code are directory in nature. Nothing in this Code shall be construed as limiting or eliminating any defense or immunity from liability for the District or its officers or staff established by the provisions of Title 1, Division 3.6 of the California Government Code or by any other provision of law. Except when otherwise specifically indicated, the manner and timing of enforcement and implementation of this Code shall be within the discretion of the Executive Manager or other designated District officers or staff. Except when otherwise specifically indicated this Code shall not be construed to hold the District or any officer or staff of the District responsible for any damage to persons or property by reason of a failure to enforce, implement or execute any of the provisions of this Code. Nothing in this Code shall be construed to hold the District or any officer or staff of the District responsible for any damage resulting to persons or prop- erty by reason of any interpretation of this Code by any District officer or staff. 1.01.120 Effect of recodification. The recodification and adoption of the Carlsbad Municipal Water District Code as specified in this chapter shall not affect the following matters: A. Actions and proceedings that began before the effective date of the ordinance codified in this chapter. B. Civil, criminal and administrative proceedings concerning ordinance violations committed before the effective date of the ordinance codified in this chapter. C. The amount of or collection of license, fee, penalty, debt, forfeiture or obligation due and unpaid as of the effective date of the ordinance codified in this chapter. D. Bonds and cash deposits required to be posted, filed or deposited pursuant to any ordi- nance, resolution or regulation. Oct. 29, 2024 Item #9 Page 12 of 46 I Page 5 Chapter 1.08 ADMINISTRATION AND PERSONNEL Sections: 1.08.010 Jurisdiction. 1.08.020 Board of Directors. 1.08.030 Officers designated -- Duties. 1.08.040 Conflicts of interest. 1.08.050 Meetings. 1.08.060 Personnel. 1.08.010 Jurisdiction This code shall refer only to the omission or commission of acts within the territorial limits of the District and to that territory outside of the District over which the District has jurisdiction or control by virtue of the Constitution, or any law, or by reason of ownership or control of property. 1.08.020 Board of Directors. The City Council of the City of Carlsbad will sit as the Board of Directors of the Carlsbad Municipal Water District. (Res. 614, 1989) 1.08.030 Officers Designated -- Duties. A. The Mayor of the City of Carlsbad shall serve as the President of the Board of Directors. It shall be the duty of the President to preside over the meetings of the Board of Directors, appoint committee members, appoint organization representatives and perform such other duties and responsibilities as required or imposed by law or a majority vote of the Board of Directors. B. The Mayor Pro Tem of the City of Carlsbad shall serve as the Vice President of the Board of Directors and shall exercise the powers and duties of the President, if the President is absent or unable to act. C. The City Manager of the City of Carlsbad shall be the Executive Manager of the District. The Executive Manager shall be the administrative head of the District under the direction and con- trol of the Board of Directors. The Executive Manager shall be responsible for the efficient administration of all affairs of the District and shall report directly to the Board of Directors. D. The City Attorney of the City of Carlsbad shall be the General Counsel for the District. E. The City Clerk of the City of Carlsbad shall be the Secretary of the Board of Directors. In addi- tion to the duties imposed on the Secretary by law, the Secretary shall perform such duties as may be imposed by the Board of Directors. F. The General Manager shall be the administrative officer responsible directly to the Executive Manager. The Executive Manager shall delegate to the General Manager responsibility for day- to-day activities of the District. G. Unless otherwise prohibited by state law or a provision of a resolution or ordinance adopted by the Board of Directors, all duties and powers granted to or imposed upon the Executive Oct. 29, 2024 Item #9 Page 13 of 46 I Page 6 Manager may be delegated by the Executive Manager to other officers, department heads or management employees of the City of Carlsbad. (Res. 743, 1991; Res. 648, 1990; Ord. 1 § 12, 1954) 1.08.040 Conflicts of interest. The conflict of interest code of the City of Carlsbad shall be the conflict of interest code for the Board of Directors, Executive Manager, General Counsel, and Secretary. Financial disclosure statements filed by the Mayor and City Council, City Manager, City Attorney and City Clerk for the City of Carls- bad shall satisfy the filing obligations under the Political Reform Act for District officials and the conflict of interest code for the Carlsbad Municipal Water District. (Res. 648, 1990) 1.08.050 Meetings. A. Regular and special meetings of the Board of Directors may be held in conjunction with sched- uled meetings of the City Council of the City of Carlsbad or as needed to conduct District busi- ness. Regular meetings of the Board of Directors will be at City Hall in the City Council Cham- ber, unless a different location has been designated by the President or action of the Board of Directors. Regular meetings of the Board of Directors may be held concurrently with meetings of the City Council. B. Special meetings of the Board of Directors may also be called by the President, a majority of the Board, the Executive Manager or the General Counsel. Notice of a special meeting must be given and posted as provided in Section 54956 of the California Government Code. The notice must include the date, time and location of the meeting, and a brief statement of the business to be transacted or discussed. No other business may be transacted or discussed at the meeting. The procedures for meetings of the Board of Directors shall be the procedures of the City Council, including the provisions of Chapter 1.20 of the Carlsbad Municipal Code. C. The Secretary is responsible for the minutes of all meetings of the Board of Directors, except closed sessions. The minutes shall conform with Carlsbad Municipal Code Section 1.20.080 and will be presented and approved by the Board of Directors according to the procedures of Carlsbad Municipal Code Section 1.20.080. D. The Board of Directors shall act only by ordinance, resolution or motion. A majority of the Board of Directors shall constitute a quorum for the transaction of business. No ordinance, motion or resolution shall be passed to become effective without the affirmative vote of a majority of the members of the Board of Directors. Action not requiring adoption of a resolution or ordinance, including providing direction or authorization to a District officer or staff, may be taken by motion recorded in the minutes of the meeting. On all ordinances, the roll shall be called and the ayes and noes recorded in the minutes of the proceedings. The enacting clause of the ordinance shall be: “BE IT ORDAINED by the Board of Directors of the Carlsbad Municipal Water District of the City of Carlsbad, California, as follows:” Resolutions, motions and orders may be adopted by a voice vote, but on demand of any member, the roll shall be called the vote recorded. Oct. 29, 2024 Item #9 Page 14 of 46 I Page 7 E. Records of all proceedings and actions taken by the Board of Directors shall be kept at the Office of the Secretary. (Res. 743, 1991; Res. 648, 1990; Ord. 25 § 1, 1967; Ord. 20 § 1, 1963; Ord. 18 § 1, 1960; Ord. 17 § 1, 1959; Ord. 15 § 1,1959; Ord. 13 § 1, 1958; Ord. 11 § 1, 1958; Ord. 6 § 1, 1956; Ord. 5 § 1, 1955; Ord. 3 § 1, 1954; Ord. 2 § 1, 1954; Ord. 1 §§ 1—9, 11, 1954) 1.08.060 Personnel. The City of Carlsbad will act as the agent of the District in the performance of some of the adminis- trative and operational functions of the District. Any city employee assigned to perform services for the District will remain an employee of the city. (Res. 741, 1991) Oct. 29, 2024 Item #9 Page 15 of 46 I Page 8 Chapter 1.16 FINANCE Sections: 1.16.010 Accounting. 1.16.020 Cash management. 1.16.030 Purchasing. 1.16.040 Emergency purchasing. 1.16.050 Claims for damages. 1.16.060 Refunds. 1.15.070 Delegation of authority to accept donations. 1.16.010 Accounting. Full responsibility for all of the billing, accounting and auditing activities of the District shall be man- aged by the City of Carlsbad Finance Department. These functions shall be performed in conform- ance with current city procedures for enterprise funds and generally accepted accounting principles. (Res. 741, 1991) 1.16.020 Cash management. Investment of District funds shall be performed by the City of Carlsbad City Treasurer in accordance with state law and the city’s Investment Policy. District fund investments shall be accounted for separately. (Res. 741, 1991) 1.16.030 Purchasing. The Purchasing Ordinance of the City of Carlsbad as set forth in Title 3, Chapter 3.28 of the Carlsbad Municipal Code is adopted by reference and incorporated as part of this Code, except that whatever provisions refer to a City of Carlsbad board, territory, area, agency, official, employee or otherwise it shall mean the corresponding board, territory, area, agency, official, staff or otherwise of the Dis- trict, and if there is none, it shall mean that the city is acting in the same capacity on behalf of the District. 1.16.040 Emergency purchasing. In addition to the emergency purchasing procedures contained in Carlsbad Municipal Code Chapter 3.28, the Executive Manager of the District is authorized to execute emergency public works con- tracts and purchasing agreements, as necessary, to restore water service or safeguard the health and safety of the public, subject to the following provisions. A. The Executive Manager makes a written determination of the facts constituting the emergency to be presented to the Board of Directors at the first meeting held after the General Manager has taken such action, including facts demonstrating that prior Board approval was impractical. Oct. 29, 2024 Item #9 Page 16 of 46 I Page 9 B. Any emergency public works contracts authorized under this section shall be less than $25,000.00. C. Prior to entering into any purchasing agreement, the Executive Manager shall require the use of reasonably available District supplies, equipment, and personnel, as well as the supplies, equipment and personnel reasonably available under mutual aid agreements. (Ord. 27, 1987) 1.16.050 Claims for damages. A. No claim for damages against the District shall be allowed or paid unless a claim has first been filed with the Secretary to the Board of Directors within the time periods required by subsection B of this section. B. A claim relating to a cause of action for death or for injury to person or to personal property or growing crops shall be filed not later than six months after the accrual of the cause of action. A claim relating to any other cause of action shall be filed not later than one year after the accrual of the cause of action. C. The City of Carlsbad’s Risk Management Division is responsible for loss prevention including the handling of claims received by the District. 1.16.060 Refunds. A. When not otherwise prohibited by law, the Executive Manager may authorize a refund in an amount up to $25,000 for monies that were erroneously paid to or collected by, but not actually due to the District at the time the funds were received, such as overpayments or duplicate payments. B. A written request for refund, signed by the person paying the fee or by the General Manager shall be filed with the Executive Manager or designee setting forth the facts and reasons which justify the request. C. The Executive Manager or designee shall make findings that support the authorization for re- fund and shall send regular reports of refunds exceeding $10,000.00 to the Board of Directors. 1.16.070 Delegation of authority to accept donations. The Executive Manager shall have authority to accept donations received by the District in the form of cash, financial securities, or real or personal property, in an amount up to $5,000.00. The Exec- utive Manager shall use the donation in accordance with the donor’s intent, including selling real or personal property to fund District activities. If there is no such intent, the money shall be added to the District’s contingency account. Each month the Executive Manager shall send to the Board of Directors a report of all donations that have been accepted. Oct. 29, 2024 Item #9 Page 17 of 46 I Page 10 Chapter 1.20 ENFORCEMENT Sections: 1.20.010 Penalty for violation of District ordinances. 1.20.020 Time limits for judicial review. 1.20.030 Environmental protection procedures. 1.20.010 Penalty for violation of District ordinances. Unless otherwise specified in a District ordinance, all violations of a District ordinance may be en- forced pursuant to Carlsbad Municipal Code Chapters 1.08 and 1.10, including the administrative assessment, procedures of civil penalties, administrative hearing procedures, and appeals, which chapters are adopted by reference, except that whenever any provisions incorporated refer to the City Council, board, territory, area, agency, official, employee, or otherwise it shall mean the corre- sponding District board, territory, area, agency, official, staff, or otherwise. 1.20.020 Time limits for judicial review. Chapter 1.16 of the Carlsbad Municipal Code is adopted by reference except that whenever any provisions incorporated refer to the City Council, board, territory, area, agency, official, employee, or otherwise it shall mean the corresponding District board, territory, area, agency, official, staff, or otherwise. (Ord. 38 § 2, 1991) 1.20.030 Environmental protection procedures. Environmental protection procedures shall be the same as those set forth in Chapter 19.04 of the Carlsbad Municipal Code, which is adopted by reference except that whenever any provisions in- corporated refer to the City Council, board, territory, area, agency, official, employee, or otherwise it shall mean the corresponding District board, territory, area, agency, official, staff, or otherwise. (Ord. 38 § 2, 1991) Oct. 29, 2024 Item #9 Page 18 of 46 ■ Exhibit 2 Page 1 Title 1 GENERAL PROVISIONS Chapters: 1.04 Code Adoption 1.08 Administration and Personnel 1.12 Territory 1.16 Emergency PurchasingFinance 1.20 Enforcement Oct. 29, 2024 Item #9 Page 19 of 46 Page 2 Chapter 1.04Chapter 1.04 CODE ADOPTION CODE ADOPTION (RESERVED) Sections: 1.04.010 Carlsbad Municipal Water District Code adopted.Recodification and adoption. 1.04.020 Title-Citation-Reference. 1.04.0320 Reference to amendments. 1.04.040 Codification authority. 1.04.0530 Title, chapter and section headings. 1.04.0640 References to ordinances. 1.04.0750 Effect of code on past actions and obligations. 1.04.080 Effective Date 1.04.0960 Severability. 1.04.10070 Limitation on liability. 1.04.110 Continuation of existing law. 1.04.120 Effect of recodification. 1.04.010 Recodification and adoption. Pursuant to the provisions of Government Code Sections 50022.1 through 50022.8 and 50022.10, there is hereby recodified and adopted the “Carlsbad Municipal Water District Code” as revised, reformatted, indexed, codified, compiled, updated and republished by Quality Code Publishing, to- gether with those secondary codes adopted by reference as authorized by the California State Leg- islature, save and except those portions of the secondary codes as are deleted, modified or amended by the Carlsbad Municipal Water District Code. 1.04.020Carlsbad Municipal Water District Code adopted.Title-Citation-Reference. Reserved.This Code is the “Carlsbad Municipal Water District Code” in any prosecution for the vio- lation of any provision thereof this Code or in any proceeding at law or equity. It shall also be suffi- cient to designate any ordinance adding to, amending, correcting or repealing all or any part or portion thereof this Code as an addition to, amendment to, correction of or repeal of the “Carlsbad Municipal Water District Code.” Further reference may be had to the titles, chapters, sections and subsections of the “Carlsbad Municipal Water District Code” and such reference shall apply to that numbered title, chapter, section or subsection as it appears in this Code. 1.04.0320 Reference to amendments. Whenever a reference is made to this cCode as the “Carslbad Municipal Water District Code” or to any portion thereof it, or to any ordinance of the Carlsbad Municipal Water District, that reference shall apply to all amendments, corrections and additions made before now, now, and in the futureal heretofore, now, or hereafter made. Oct. 29, 2024 Item #9 Page 20 of 46 Page 3 1.04.040 Codification authority. Except as otherwise provided, this Code consists of regulatory, penal, and administrative laws of general application of the Carlsbad Municipal Water District, codified pursuant to the authority of the Municipal Water District Law of 1911 (Cal. Water Code, § 71000 et seq.), and particularly Section 71281 thereof, and to California Article 2 of Chapter 1, Part 1 of Division 1 of Title 5 of the Govern- ment Code Sections 50020 through 50022.10 of the State of California. 1.04.0530 Title, chapter and section headings Title, chapter, and section headings contained in this cCode shall not be deemed to govern, limit, modify or in any manner affect the scope, meaning or intent of the provisions of any title, chapter or section of this cCode 1.04.0640 References to ordinances. This Code shall not affect deposits or other matters of record which refer to, or are otherwise con- nected with, ordinances or resolutions which are specifically designated by number or otherwise, and which are included in this Ccode, but such references shall apply to the corresponding provi- sions set forth in this Code. Carlsbad Municipal Water District Code sections cited on signage within the District shall, until updated if and as required, be deemed to be citations to the counterpart sections in the recodified Carlsbad Municipal Water District Code for purposes of notice and en- forcement. 1.04.0750 Effect of code on past actions and obligations. Neither the adoption of this code Code nor the repeal or amendment hereby by this Code of any ordinance or any part of any ordinance of the District shall in any manner affect the prosecution for violations of ordinances, which violations were committed prior to the effective date of this cCode, nor be construed as a waiver of any license, fee, or penalty at the effective date due and unpaid under such ordinances, nor be construed as affecting any of the provisions of such ordinances re- lating to the collection of any such license, fee, or penalty, or the penal provisions applicable to any violation thereof such ordinances, nor to affect the validity of any bond or cash deposit in lieu thereof any bond required to be posted, filed, or deposited pursuant to any ordinance and all rights and appertaining obligations under such ordinances shall continue in full force and effectobligations thereunder appertaining shall continue in full force and effect. 1.04.080 Effective Date Oct. 29, 2024 Item #9 Page 21 of 46 Page 4 The Carlsbad Municipal Water District Code became effective on August 15, 2024, the date that Ordinance No. 49 became effective. The Carlsbad Municial Water District Code shall become effective on the date that the ordinance codified in this chapter becomes effective. 1.04.0960 Severability It is the intention of the Board that the sections, paragraphs, sentences, clauses and phrases of this code Code are severable, and if any phrase, clause, sentence, paragraph or section of this code Code is declared unconstitutional or without effect by any final judgment or decree of a court of competent jurisdiction, such judgment or decree shall not affect any of the remaining phrases, clauses, sentences, paragraphs and sections of this codeCode. 1.04.070100 Limitation on liability. Except when otherwise specifically indicated the obligations imposed upon District officers or em- ployeesstaff for implementation and enforcement of this Code are directory in nature. Nothing in this Code shall be construed as limiting or eliminating any defense or immunity from liability for the District or its officers or employeesstaff established by the provisions of Title 1, Division 3.6 of the California Government Code or by any other provision of law. Except when otherwise specifically indicated, the manner and timing of enforcement and implementation of this cCode shall be within the discretion of the Executive DirectorManager or other designated District officers or employ-eesstaff. Except when otherwise specifically indicated this Code shall not be construed to hold the District or any officer or employeestaff of the District responsible for any damage to persons or property by reason of a failure to enforce, implement or execute any of the provisions of this Code. Nothing in this Code shall be construed to hold the District or any officer or employeestaff of the District responsible for any damage resulting to persons or property by reason of any interpretation of this cCode by any District officer or employeestaff Oct. 29, 2024 Item #9 Page 22 of 46 Page 5 Chapter 1.08 ADMINISTRATION AND PERSONNEL Sections: 1.08.010 Jurisdiction. 1.08.0120 Board of Directors.Meetings. 1.08.020 District seal. 1.08.03230 Officers designated -- —Duties. 1.08.040 Conflicts of interest.1.08.0340 Holidays. 1.08.050 Meetings. 1.08.060 Personnel. 1.08.0450 Executive Manager– Powers; DutiesRules and regulations amendment. 1.08.010 Jurisdiction This code shall refer only to the omission or commission of acts within the territorial limits of the District and to that territory outside of the District over which the District has jurisdiction or control by virtue of the Constitution, or any law, or by reason of ownership or control of property. 1.08.020 Board of Directors. The City Council of the City of Carlsbad will sit as the Board of Directors of the Carlsbad Municipal Water District. (Res. 614, 1989) 1.08.030 Officers designated—Duties. A. The Mayor of the City of Carlsbad shall serve as the President of the Board of Directors. It shall be the duty of the President to preside over the meetings of the Board of Directors, appoint committee members, appoint organizatons representatives and perform such other duties and responsibilities as required or imposed by law or a majority vote of the Board of Directors. B. The Mayor Pro Tem of the City of Carlsbad shall serve as the Vice President of the Board of Directors and shall exercise the powers and duties of the President, if the President is absent or unable to act.. C. The City Manager of the City of Carlsbad shall be the Executive Manager of the District. The Executive Manager shall be the administrative head of the District under the direction and con- trol of the Board of Directors. The Executive Manager shall be responsible for the efficient administration of all affairs of the District and shall report directly to the Board of Directors. DC. The City Attorney of the City of Carlsbad shall be the General Counsel for the District. ED. The City Clerk of the City of Carlsbad shall be the Secretary of the Board of Directors. In addi- tion to the duties imposed on the Secretary by law, the Secretary shall perform such duties as may be imposed by the Board of Directors. Oct. 29, 2024 Item #9 Page 23 of 46 Page 6 FE. The General Manager shall be the administrative officer responsible directly to the Executive Manager. The Executive Manager shall delegate to the General Manager responsibility for day to day activities of the District. GF. Unless otherwise prohibited by state law or a provision of a resolution or ordinance adopted by the Board of Directors, all duties and powers granted to or imposed upon the Executive Man- ager may be delegated by the Executive Manager to other officers, department heads or man- agement employees of the cCity of Carlsbad. (Res. 743, 1991; Res. 648, 1990; Ord. 1 § 12, 1954) 1.08.040 Conflicts of interest. The conflict of interest code of the City of Carlsbad shall be the conflict of interest code for the Board of Directors, Executive Manager, General Counsel, and Secretary. Financial disclosure statements filed by the Mayor and City Council, City Manager, City Attorney and City Clerk for the City of Carls-bad shall satisfy the filing obligations under the Political Reform Act for District officials and the Conflict of Interest Ccode for the Carlsbad Municipal Water District. (Res. 648, 1990) 1.08.010050 Meetings. A. Regular and special meetings of the Board of Directors willmay be held in conjunction with scheduled meetings of the City Council of the City of Carlsbad or as needed to conduct District business. The meetings of the Carlsbad Municipal Water District shall be held within the bound- ary of the territory over which said District exercises jurisdiction. Regular meetings of the Board of Directors shall be heldRegular meetings of the Board of Directors will be at City Hall in the City Council Chamber, unless a different location has been designated by the President or action of the Board of Directors. Regular meetings of the Board of Directors may be held con- currently with meetings of the City Council. B. Special meetings of the Board of Directors may also be called by the President, a majority of the Board, the Executive Director Manager or the General Counsel. Notice of a special meeting must be given and posted as provided in Section 54956 of the California Government Code. The notice must include the date, time and location of the meeting, and a brief statement of the business to be transacted or discussed. No other business may be transacted or discussed at the meeting. The procedures for meetings of the Board of Directors shall be the procedures of the City Council, including the provisions of Chapter 1.20 of the Carlsbad Municipal Code.without notice on the first and third Wednesday of each month at the hour of 2:00 p.m. at 5780 El Camino Real, Carlsbad, San Diego County, California. CB. The Secretary is responsible for the minutes of all meetings of the Board of Directors, except closed sessions. The minutes shall conform with Carlsbad Municipal Code sSection 1.20.080 and will be presented and approved by the Board of Directors according to the procedures of Carlsbad Municipal Code Section 1.20.080.The special meetings of the Board of Directors of the Carlsbad Municipal Water District may be ordered and called at any time by the President Commented [PG1]: Pls note it was changed to Executive Manager to be consistent Oct. 29, 2024 Item #9 Page 24 of 46 Page 7 of the Board of Directors of the District or by a majority of the members of said Board of Direc- tors, by delivering personally or by mailing a written notice ordering and calling said meeting, to each member of the Board of Directors of this District and to each local newspaper of general circulation, radio station, or television station, requesting notice of special meetings, at least 24 hours before the time set forth for the holding of such meeting. D. The Board of Directors shall act only by ordinance, resolution or motion. A majority of the Board of Directors shall constitute a quorum for the transaction of business. No ordinance, motion or resolution shall be passed to become effective without the affirmative vote of a majority of the members of the Board of Directors. sAction not requiring adoption of a resolution or ordinance, including providing direction or authorization to a District officer or employeestaff, may be taken by motion recorded in the minutes of the meeting. [add –in Water Code section 71277]On all ordinances, the roll shall be called and the ayes and noes recorded in the minutes of the pro- ceedings. The enacting clause of the ordinance shall be: “BE IT ORDAINED by the Board of Directors of the Carlsbad Municipal Water District of the City of Carlsbad, California, as follows:” Resolutions, motions and orders may be adopted by a voice vote, but on demand of any mem- ber, the roll shall be called the vote recorded. E. Records of all proceedings and actions taken by the Board of Directors shall be kept at the oOffice of the Secretary at the principal place of business of the District.Said order and call shall specify the time and place of the special meeting and the business to be transacted at said meeting, and no other business shall be considered at such meeting by the Board of Directors. C. If at any time, any regular meeting or any special meeting or any adjourned meeting shall fall on a holiday, such meeting shall be held on the next business day. If, by reason of fire, flood, earthquake, or other emergency, it shall be unsafe to meet at the place designated for regular meetings, or at the place specified in the notice of any special meeting, or at the place to which any meeting was adjourned, then such meeting or the adjourned meeting, may be held for the duration of the emergency at such place as is designated by the President of the Board of Directors of the District. D. The Board of Directors of the District may adjourn any regular, special or adjourned meeting to a time and place specified in the order of adjournment. When any regular meeting or adjourned regular meeting is so adjourned, the adjourned meeting shall be deemed a regular meeting for all purposes. If the order of adjournment fails to state the hour at which the adjourned meeting is to be held, it shall be held at the hour specified in the ordinance far the holding of regular meetings. E. At the first meeting of the Board of Directors in the month of January of each odd-numbered year, the Board of Directors shall choose one of its members President of the Board. F. All meetings of the Board of Directors of the District shall be open and public and all persons shall be permitted to attend any meeting of the Board of Directors and all acts and deliberations of the Board of Directors shall be taken and conducted openly; provided, however, that nothing contained herein shall be deemed to prevent the Board of Directors from holding executive sessions to consider the employment or dismissal of a public officer or employee, or to hear complaints or charges brought against a public officer or employee of the District by another public officer, person, or employee, unless such officer or employee requests a public hearing, Oct. 29, 2024 Item #9 Page 25 of 46 Page 8 or prevent the Board of Directors from excluding from any such public or private hearing during the examination of a witness, any or all other witnesses in the matter being investigated by the Board of Directors of the District. G. A majority of the members of the Board of Directors of the District shall constitute a quorum for the transaction of business. H. 1. The Board of Directors of the District shall act only by ordinance, resolution or motion. 2. On all ordinances, the roll shall be called and the ayes and noes recorded in the minutes (jour- nal) of the proceedings of the Board of Directors, and the enacting clause of the ordinance shall be: “BE IT ORDAINED by the Board of Directors of the Carlsbad Municipal Water District as follows:” 3. Resolutions, motions and orders may be adopted by a voice vote, but on demand of any mem- ber, the roll shall be called the vote recorded. 4. No ordinance, motion or resolution shall be passed or become effective without the affirmative vote of a majority of the members of the Board. I. Except as otherwise provided by law or ordinance adopted by this Board, “Robert’s Rules of Order, Revised” are hereby adopted as the rules of practice and procedure governing the con-duct of the business and procedure before this Board. The President shall preside at all meet- ings and shall have a vote on all matters before the Board. In the absence of the President, the Vice-President shall preside, and in the absence of both, the presiding officer shall be elected by a majority vote of the members of the Board. J. 1. The minutes of the meetings of the Board of Directors shall be recorded and kept by the Executive Secretary in a book maintained for that purpose, entitled “Book of Minutes of the Meetings of the Board of Directors of the Carlsbad Municipal Water District.” Unless otherwise expressly directed by the Board at the time of their adoption, all ordinances and resolutions adopted by the Board may be referred to in the minutes of the meetings of the Board by number and title, but the same shall be recorded in full in books kept for that purpose and entitled “Book of Ordinances” and “Book of Resolutions,” respectively. 2. The President or other person who may preside at the meeting, or the Secretary, shall authen- ticate the minutes, ordinances and resolutions after these have been transcribed into the ap- propriate books, and when so authenticated shall constitute the official minutes, ordinances and resolutions of the Board of Directors of the Carlsbad Municipal Water District. 3. The minute book, the book of ordinances, and the book of resolutions shall be kept at the office of the Executive Secretary at the principal place of business of the District. K. The order of business at all regular meetings of the Board of Directors shall be as follows: 1. Reading and correction of the minutes of the preceding regular meeting and all intervening special meetings. 2. Reading and consideration of all correspondence addressed to the Board and received since the last regular meeting. 3. Reading and consideration of all reports of officers, board members, special and standing com-mittees, the general manager, comptroller, or other officer, submitted to the Board of Directors prior to or at said meeting. Oct. 29, 2024 Item #9 Page 26 of 46 Page 9 4. Unfinished business. 5. New business. 6. Adjournment. (Res. 743, 1991; Res. 648, 1990; Ord. 25 § 1, 1967; Ord. 20 § 1, 1963; Ord. 18 § 1, 1960; Ord. 17 § 1, 1959; Ord. 15 § 1, 1959; Ord. 13 § 1, 1958; Ord. 11 § 1, 1958; Ord. 6 § 1, 1956; Ord. 5 § 1, 1955; Ord. 3 § 1, 1954; Ord. 2 § 1, 1954; Ord. 1 §§ 1—9, 11, 1954)) 1.08.060 Personnel. The City of Carlsbad will act as the agent of the District in the performance of some of the adminis- trative and operational functions of the District. Any city employee assigned to perform services for the District will remain an employee of the city. 1.08.020 District seal. (Res. 741, The seal bearing the words “Carlsbad Municipal Water District, organized March 22, 1954,” is adopted as the official seal of this District. (Ord. 1 § 10, 1954) 1.08.0230 Officers designated—Duties. A. ,,The President and Secretary, in addition to the respective duties imposed on them by law, shall perform such duties as may be imposed on them by the Board of Directors and the Pres- ident may from time to time appoint one or more committees.B. The Treasurer, and such other person or persons as may be authorized by the Board of Directors, shall draw checks or warrants to pay demands on the District when such demands have been audited and approved by the Board of Directors. C. The attorney shall be the legal advisor of the District and shall perform such duties as may be prescribed by the Board of Directors. D. The Board of Directors shall designate a depository or depositories to have the custody of the funds of the District, who shall give security sufficient to secure the District against possible loss and who shall be authorized to and shall pay warrants or checks drawn by the District for de- mands against the District when approved by the Board of Directors.accounting s investments E. The Secretary, the Treasurer, and all other officers employed who may be required to furnish bond by the Board of Directors, shall give bonds conditioned for the faithful performance of their duties; and the premiums of such bonds shall be paid by the District. FE. No director shall in any manner be interested, directly or indirectly, in any contract awarded or to be awarded by the Board of Directors, and no officer or employee of the District shall in any manner be interested directly or indirectly in any contract made by such officer or employee, pursu- ant to discretionary authority vested in him or her, or be interested in the benefits to be derived therefrom; provided, however, that no Director, officer or employee shall be deemed to be interested, directly or indirectly, in any such contract if such Director, employee, or officer owns or controls directly or indirectly 5% or less of the outstanding stock or securities of any corporation contracting with the District, or if such contract or instrument shall be entered into by said officer, Director, or employee pursuant to the provisions of any ordinance or regulation of the District of uniform Oct. 29, 2024 Item #9 Page 27 of 46 Page 10 application, and which ordinance or regulation shall have become effective prior to the making or execution of such contract or instrument. (Ord. 1 § 12, 1954) G. 1991) 1.08.0340 HolidaysExecutive Manager– Powers; Duties. A. The executive manager shall have authority on behalf of the District to accept donations to the District in an amount or of a value of up to $5,000.00. The executive manager shall use the gift or may sell it and use the proceeds in accordance with the donor’s intent. If there is no such intent, the money shall be added to the District’s contingency account. Each month the execu- tive manager shall send to the Board of Directors a report of all donations that have been accepted. B. It shall be the duty of the executive manager to perform such other duties and exercise such other powers as may be delegated to him or her from time to time by ordinance or resolution or other official action of the Board of Directors. (2.12.035(L)) C. Unless otherwise prohibited by state law or a provision of a resolution or ordinance adopted by the Board of Directors, all duties and powers granted to or imposed upon the executive man-ager may be delegated by the executive manager to other officers, department heads or man- agement employees of the District as the executive manager deems appropriate. (2.12.040) received by the District in the form of cash, financial securities, real or personal property,dona-tion , including selling real or personal property to fund District activitiesEM A. The holidays of the Carlsbad Municipal Water District are: 1. Every Saturday. 2. Every Sunday. 3. January 1st. 4. February 12th, known as “Lincoln Day.” 5. February 22nd. 6. May 30th. 7. July 4th. 8. First Monday in September. 9. September 9th, known as “Admission Day.” 10. October 12th. 11. November 11th, known as “Veterans Day.” 12. December 25th. 13. Good Friday from 12:00 noon until 3:00 p.m. 14. Every day on which an election is held throughout the State. 15. Every day appointed by the President or Governor for a public fast, thanksgiving, or holiday. B. If January 1st, February 12th, February 22nd, May 30th, July 4th, September 9th, October 12th, November 11th, or December 25th falls upon a Sunday, the Monday following is a holiday. Oct. 29, 2024 Item #9 Page 28 of 46 Page 11 C. The office of the district for transaction of business shall be closed on each holiday above set forth. (Ord. 19 § 1, 1963) 1.08.0450 Executive Manager – Refunds; Settlement AuthorityRules and regulations amend- ment. These rules and regulations may be amended by a majority vote of the members of the Board of Directors of the Carlsbad Municipal Water District at any regular meeting, by the adoption of an ordinance amending this ordinance or any section thereof. (Ord. 1 § 13, 1954) A. The executive manager, with the concurrence of the District’s legal counsel, shall have authority to settle claims against the District when the amount to be paid pursuant to the settlement does not exceed ten thousand dollars ($10,000), or twenty -five thousand dollars ($25,000) in the case of liability claims related to water or sewer service. B. That in the case of liability claims related to water or sewer service, the Risk Manager shall have authority to settle the claims or approve emergency expenditures when the amount does not exceed twenty-five hundred dollars ($2,500) and per the policy in Exhibit 1. C. That the Board of Directors shall have authority to settle liability claims against the District when the amount to be paid pursuant to the settlement exceeds ten thousand dollars ($10,000), or twenty-five thousand dollars ($25,000) in the case of liability claims related to water or sewer service. D. When not otherwise prohibited by law, the executive manager may authorize a refund in an amount up to twenty-five thousand dollars ($25,000) for monies that were erroneously paid to or collected by, but not actually due to the District at the time the funds were received, such as overpayments or duplicate payments. E. A signed written request for a refund, signed by the person paying the fee or by the department head of the requesting department shall be filed with the finance director setting forth the facts and reasons which justify the request. F. The finance director shall investigate the request and forward the request and his or her recommendation to the executive manager or designee. G. The executive manager or designee shall make written findings that support the authorization for refund and shall send to the Board of Directors regular reports of refunds exceeding $10,000.00. H. The city manager may also authorize a refund when the request for refund is based on the withdrawal of an application for a development project requiring a fee for city services, including, but not limited to, checking of improvement plans, review of tentative tract maps, site develop- ment plans, conditional use permits, or other similar zoning permits and building permits. The city shall retain a portion of the application fee as compensation for staff time invested in the acceptance and processing functions through the time the refund was requested. The Oct. 29, 2024 Item #9 Page 29 of 46 Page 12 appropriate department head shall provide the finance director with an estimate of the number of hours spent in processing any such application or permit as the basis for the city’s retention. The city manager may then authorize the refund of any remaining balance. Upon receipt of proper authorization, the finance director shall make the refund. Oct. 29, 2024 Item #9 Page 30 of 46 Page 13 Chapter 1.12 TERRITORY Section: 1.12.010 Territory excluded. 1.12.010 Territory. CMWD territory is designated by resolution. 1.12.010 Territory excluded. The Board of Directors of the Carlsbad Municipal Water District does hereby approve the exclusion of the following described territory, located and lying within the Carlsbad Municipal Water District from the corporate area of the Carlsbad Municipal Water District: All that portion of the Carlsbad Municipal Water District of San Diego County, more particularly de- scribed as follows: Beginning at the Northeast corner of Lot 7, Block C, of North Carlsbad Annex, as shown on Map No. 1888 filed in the office of the County Recorder of San Diego County; 1. Thence Southeasterly along the Easterly line of said Lot 7, Block C, and its Southeasterly prolongation to the Southerly line of Palm Road; 2. Thence Westerly along said Southerly line to the Northeast corner of Lot 1 in Block E of said Map 1888; 3. Thence Southeasterly along the Easterly line of Lot 1, Block E, to the Southeast corner thereof; 4. Thence North 89 degrees 30 minutes 45 seconds West along the Southerly line of said Lot 1, Block E, 206.94 feet; 5. Thence North 2 degrees 16 minutes 35 seconds West 395.99 feet to the Southerly line of said Palm Road; 6. Thence Southwesterly along said Southerly line of Palm Road to an intersection with the Southeasterly prolongation of the Southwesterly line bearing South 37 degrees 20 minutes East of Lot 6, Block C of said Map 1888; 7. Thence North 37 degrees 20 minutes West across Palm Road and continuing North 37 degrees 20 minutes West along Southwesterly line of said Lot 6, Block C, 50 feet; 8. Thence North 15 degrees 57 minutes 52 seconds West along the Westerly line of said Lot 6, Block C, to the Northwest corner thereof; 9. Thence North 84 degrees 18 minutes 33 seconds E along the Northerly line of Lots 6 and 7, Block C, to the Northeast corner of Lot 7 and the point of beginning. And all that portion of the Carlsbad Municipal Water District, San Diego County, being portions of Lot 2, Tract 55, and Lot 1, Tract 56, of Hotaling Lands, as per Map No. 1717 filed in the office of the Recorder of San Diego County, more particularly described as follows: Oct. 29, 2024 Item #9 Page 31 of 46 Page 14 Beginning at the point of intersection in the Northerly line of Grandview Street and the Northerly prolongation of the Easterly line of the Westerly 319.65 feet of Lot 1, Tract 56, of said Map 1717; 1. Thence South 35 degrees 12 minutes East 369.48 feet; 2. Thence South 54 degrees 48 minutes West 319.65 feet to the Easterly line of Ridgeway Street; 3. Thence in a direct line to a point in the centerline of Ridgeway Street South 35 degrees 12 minutes East 337.42 feet from the centerline of Grandview Street; 4. Thence South 54 degrees 48 minutes West 210 feet to a point in Lot 2, Tract 55, of said Map 1717; 5. Thence North 35 degrees 12 minutes West 240.73 feet; 6. Thence North 54 degrees 48 minutes East 20 feet; 7. Thence North 35 degrees 12 minutes West to the Northerly line of Grandview Street, being also a point in the boundary line of the City of Oceanside; 8. Thence Northeasterly along said Northerly line of Grandview Street and the boundary of the City of Oceanside to the point of beginning. Also including: Parcel No. 1 1. Beginning at the Northeasterly corner of Section 36, Township 11 South, Range 5 West, S.B.B. & M.; thence South 0 degrees 11 minutes 19 seconds East along said Easterly Section line 1757.74 feet to a point of intersection in the Northwesterly right-of-way line of Vista Way as shown on Map of Hotaling Lands as per Map thereof No. 1717 filed in the office of the Recorder of San Diego County on the 16th day of April, 1921 (State Route 196), said point being the True Point of Beginning; 2. Thence continuing South 0 degrees 11 minutes 19 seconds East along said Easterly sec-tion line to a point of intersection in the Northerly line of the Northeast 1/4 of the Northeast 1/4 of the Southeast 1/4 of said Section 36; 3. Thence Westerly along the Northerly line of said Northeast 1/4 of the Northeast 1/4 of the Southeast 1/4 to the Northwesterly corner thereof; 4. Thence Southerly along the Westerly line of the said Northeast 1/4 of the Northeast 1/4 of the Southeast 1/4 to a point of intersection with the Northeasterly right-of-way of State Highway Route No. 2 as shown on Plan XI-SD-2-B & Cbd., Sheet 33, of the Highway Department of the State of California; 5. Thence South 32 degrees 18 minutes 38 seconds East along the Northeasterly right-of- way line of said State Highway Route No. 2, 323.0 feet more or less to the point of inter- section with a line that bears North 57 degrees 41 minutes 22 seconds East from the Engineer’s Station 508-00 as shown on said plan XI-SD-2-B & Cbd., Sheet 33; Oct. 29, 2024 Item #9 Page 32 of 46 Page 15 6. Thence South 57 degrees 41 minutes 22 seconds West along the aforementioned line 380 feet to a point of intersection with the southwesterly right-of-way line of said State Highway Route 2 as shown on said plan XI-SD-2-B & Cbd.; 7. Thence North 32 degrees 18 minutes 38 seconds West along the said right-of-way line to a point of intersection with a line running parallel with and 829.06 feet Northerly of the Southerly line of Block 48 as shown on the South Oceanside Map No. 622, filed in the office of the County Recorder of San Diego County, California, on the 7th day of February, 1890; 8. Thence Westerly along said aforementioned line to the Westerly line of said Block 48 and also being the boundary line common to the City of Oceanside & the City of Carlsbad; 9. Thence Northerly along said Westerly line of Block 48 to a point of intersection with the Northwesterly line of Vista Way as shown on Tolle Tract Map No. 1952, filed in the office of the County Recorder of San Diego County, State of California, on the 3rd day of No- vember, 1926; 10. Thence Northeasterly along said Northwesterly right-of-way line to the true point of begin- ning. Parcel No. 2 1. Beginning at the intersection of the West line of the Atchison, Topeka & S.F. Railway right- of-way and the North line of Lot 3, Section 1, Township 12 South, Range 5 West, being a point on the mutual boundary between the cities of Oceanside & Carlsbad; thence South 41 degrees 16 minutes East 190.73 feet along said right-of-way line and said mutual boundary to the true point of beginning; 2. Thence leaving said right-of-way line and said mutual boundary South 58 degrees 34 minutes 39 seconds West 235. 57 feet; 3. Thence South 32 degrees 22 minutes 43 seconds East 107.05 feet; thence South 10 de- grees 39 minutes East 219.68 feet; 4. Thence South 39 degrees 33 minutes East 168.12 feet to the beginning of a tangent curve, concave Southwesterly and having a radius of 1105.92 feet; 5. Thence Southeasterly along the arc of said curve an arc distance of 143.38 feet; 6. Thence South 49 degrees 54 minutes West 171.00 feet to the most Easterly corner of the land described in the deed to Jeannette S. Joy, recorded March 10, 1949 in Book 3135, page 257 of Official Records of said San Diego County; 7. Thence along the Southeast line of the land so deeded, South 51 degrees 33 minutes 10 seconds West 144.00 feet, more or less to the mean high tide line of the Pacific Ocean; 8. Thence continuing South 51 degrees 33 minutes 10 seconds West into the Pacific Ocean to its intersection with the Westerly extension of the Southerly line of said Lot 3, Section 1, Township 12 South, Range 5 West; 9. Thence East along said Westerly extension and along said Southerly line of said Lot 3 to the Southeast corner thereof; Oct. 29, 2024 Item #9 Page 33 of 46 Page 16 10. Thence North along the East line of said Lot 3 to its intersection with the Westerly line of A.T. & S.F.R.R. right-of-way; 11. Thence Northwesterly along said Westerly line to the true point of beginning. (Ord. 7 § 1, 1956; Ord. 4 § 1, 1955) Oct. 29, 2024 Item #9 Page 34 of 46 Page 17 Chapter 1.16 EMERGENCY PURCHASINGFINANCE Sections: 1.16.010 Accounting. 1.16.020 Cash management. 1.16.030 Purchasing. 1.16.040 Emergency purchasing. 1.16.0250 Purchasing. Claims for damages.Refunds; Settlement Authority 1.16.060 Refunds. 1.15.070 Delegation of authority to accept donations. Authority. 1.16.020 Emergency determination. 1.16.030 Amount limitation. 1.16.040 Use of available supplies, equipment or personnel. 1.16.050 Presentation of actions to the Board of Directors. 1.16.010 Accounting. A. Full responsibility for all of the billing, accounting and auditing activities of the District shall be managed by the city’sCity of Carlsbad Finance Department. These accounting functions shall be performed in conformance with current city procedures for enterprise funds and generally accepted accounting principles. (Res. 741, 1991) 1.16.020 Cash management. Investment of District funds are to beshall be performed by the City of Carlsbad City Treasurer in accordance with state law and the city’s Iinvestment Ppolicy. District fund investments shall be accounted for separately. Individuals with aauthority to invest District funds will be bonded at a level consistent with current city policies; and the premiums of such bonds shall be paid by the District. (Res. 741, 1991) B. Surplus funds. Investment of District funds are to be performed by the City Treasurer in accordance with state law and the city’s investment policy. District fund investments shall be accounted for sepa- rately. Individuals with authority to invest District funds will be bonded at a level consistent with current city policies; and the premiums of such bonds shall be paid by the District. 1.16.0100230 PurchasingAuthority. The Purchasing Ordinance of the City of Carlsbad as set forth in Title 3, Chapter 3.28 of the Carlsbad Municipal Code is adopted by reference and incorporated as part of this cCode, except that whatever Oct. 29, 2024 Item #9 Page 35 of 46 Page 18 provisions refer to a City of Carlsbad, board, territory, area, agency, official, employee or otherwise it shall mean the corresponding board, territory, area, agency, official, employeestaff or otherwise of the District, and if there is none, it shall mean that the city is acting in the same capacity on behalf of the District.The General Manager of the District is authorized to execute emergency public works contracts and purchasing agreements, as necessary, to restore water service or safeguard the health and safety of the public, in the event of a breakage or failure of a dam, pump, pipeline, conduit, or other water facilities, causing an immediate emergency. (Ord. 27 § 1, 1987). 1.16.040 Emergency purchasing. In addition to the emergency purchasing procedures contained in Carlsbad Municipal Code Chapter 3.28, the GeneralExecutive Manager of the District The General Manager of the District is authorized to execute emergency public works contracts and purchasing agreements, as necessary, to restore water service or safeguard the health and safety of the public, subject to the following provisions., in the event of a breakage or failure of a dam, pump, pipeline, conduit, or other water facilities, causing an immediate emergency, provided:. (Ord. 27 § 1, 1987) 1.16.020 Emergency determination. A. The General Executive Manager makes a written determination of the facts constituting such the emergency to be presented to the Board of Directors at the the first meeting held after the General Manager has taken such actionnex, t meeting of the Board including facts demonstrat- ing that prior Board approval was impractical. (Ord. 27 § 1, 1987) 1.16.030 Amount limitationB. . Any emergency public works contracts authorized hereunder this section shall be less than $25,000.00. (Ord. 27 § 1, 1987) 1.16.040 Use of available supplies, equipment or personnel. C. Prior to entering into any purchasing agreement, the General Executive Manager shall require the use of reasonably available District supplies, equipment, and personnel, as well as the supplies, equipment and personnel reasonably available under mutual aid agreements. (Ord. 27 § 1, 1987) D. 1.16.050050 Presentation of actions to the Board of Directors. Any actions by the General Manager under the authority of this chapter section shall be presented to the Board of Directors at the first meeting held after the General Manager has taken such action. (Ord. 27 § 2, 1987) Oct. 29, 2024 Item #9 Page 36 of 46 Page 19 1.16.050 Claims for damages. Refunds; Settlement Authority A. No claim for damages against the District shall be allowed or paid unless a claim has first been filed with the City Clerk of the City of CarlsbadSecretary to the Board of Directors within the time periods required by subsection B of this section. B. A claim relating to a cause of action for death or for injury to person or to personal property or growing crops shall be filed not later than six months after the accrual of the cause of action. A claim relating to any other cause of action shall be filed not later than one year after the accrual of the cause of action. C. The transfer of responsibilities to tThe cCity’sCity of Carlsbad’s Risk Management Depart- mentDivision is responsible for includes but are not limited to loss prevention, and administra-tion of the liability including the handling of claims received by the District and worker’s com- pensation programs. The Executive Manager, with the concurrence of the General Counsel, shall have authority to settle claims against the District when the amount to be paid pursuant to the settlement does not exceed ten thousand dollars ($10,000), or twenty five thousand dollars ($25,000) in the case of liability claims related to water service. B. That in the case of liability claims related to water service, the Risk Manager shall have au- thority to settle the claims or approve emergency expenditures when the amount does not ex- ceed twenty-five hundred dollars ($2,500) and per the policy in Exhibit 1. 1.16.060 Refunds.C. A. When not otherwise prohibited by law, the Executive Manager may authorize a refund in an amount up to twenty-five thousand dollars ($25,000) for monies that were erroneously paid to or collected by, but not actually due to the District at the time the funds were received, such as overpayments or duplicate payments. BD. A written request for refund, signed by the person paying the fee or by the General Manager shall be filed with the Finance DirectorExecutive Manager or dDesignee setting forth the facts and reasons which justify the request.A signed written request for a refund shall be filed with the Finance Director setting forth the facts and reasons which justify the request. CE. The Executive Manager or designee shall make findings that support the authorization for re- fund and shall send regular reports of refunds exceeding $10,000.00 to the Board of Directors regular reports of refunds exceeding $10,000.00. 1.16.070 Delegation of authority to accept donations. The Executive Manager shall have authority to accept donations received by the District in the form of cash, financial securities, or real or personal property, in an amount up to $5,000.00. The Exec- utive Manager shall use the donation in accordance with the donor’s intent, including selling real or personal property to fund District activities. If there is no such intent, the money shall be added to the District’s contingency account. Each month the Executive Manager shall send to the Board of Directors a report of all donations that have been accepted. Commented [PG2]: Shouldn’t this state the Secretary to the Board of Directors instead? Commented [GH3R2]: yes Commented [PG4]: Risk Management is a division within the HR Department Oct. 29, 2024 Item #9 Page 37 of 46 Page 20 Chapter 1.20 ENFORCEMENT Sections: 1.20.010 Penalty for violation of District provisionsordinances. 1.20.020 Time limits for judicial review. 1.20.030 Environmental protection procedures. 1.20.040 Administrative Code Remedies 1.20.010 Penalty for violation of District provisionsordinances. Unless otherwise specified in a District ordinance, all violations of a District ordinances shall may be enforced pursuant to penalties for violation shall be the same as set forth in Carlsbad Municipal Code Chapters 1.08 and 1.10, including the administrative assessment, and procedures of civil penalties, administrative hearing procedures, and appeals,. of the Carlsbad Municipal Code which chapters areis adopted by reference, except that whenever any provisions incorporated refer to the City Council, bBoard, territory, area, agency, official, employee, or otherwise it shall mean the cor- responding District bBoard, territory, area, agency, official, employeestaff, or otherwise. (Ord. 38 § 1, 1991) ADD APPEAL PROCESS 1.20.020 Time limits for judicial review. Chapter 1.16 of the Carlsbad Municipal Code is adopted by reference except that whenever any provisions incorporated refer to the City Council, bBoard, territory, area, agency, official, employee, or otherwise it shall mean the corresponding District bBoard, territory, area, agency, official, em- ployeestaff, or otherwise. (Ord. 38 § 2, 1991) 1.20.030 Environmental protection procedures. Environmental protection procedures shall be the same as those set forth in Chapter 19.04 of the Carlsbad Municipal Code which is adopted by reference except that whenever any provisions incor- porated refer to the City Council, Boardboard, territory, area, agency, official, employee, or otherwise it shall mean the corresponding District Boardboard, territory, area, agency, official, employeestaff, or otherwise. (Ord. 38 § 2, 1991)1.20.040 Oct. 29, 2024 Item #9 Page 38 of 46 Exhibit 3 PROPOSED REVISIONS EXPLANATION / AUTHORITY Chapter 1.04 CODE ADOPTION ADD Sections 1.04.010 – 1.04.120: 1.04.010 Recodification and adoption. 1.04.020 Title-Citation-Reference. 1.04.030 Reference to amendments. 1.04.040 Codification authority. 1.04.050 Title, chapter and section headings. 1.04.060 References to ordinances. 1.04.070 Effect of code on past actions and obligations. 1.04.080 Effective Date. 1.04.090 Severability. 1.04.100 Limitation on liability. 1.01.120 Effect of recodification. The proposed additions mirror similar provisions in the Carlsbad Municipal Code and relate to the codification, structure and legal authority of the Carlsbad Municipal Water District Code. Chapter 1.08 – ADMINISTRATION AND PERSONNEL REPLACE Section 1.08.010 “Meetings” with Section 1.08.010 “Jurisdiction” to read: 1.08.010 Jurisdiction This code shall refer only to the omission or commission of acts within the territorial limits of the District and to that territory outside of the District over which the District has jurisdiction or control by virtue of the Constitution, or any law, or by reason of ownership or control of property. The “Meetings” section is being moved to Section 1.08.050. New Section 1.08.010 “Jurisdiction” specifies the jurisdictional limitations of the District Code. ADD Section 1.08.020 to read: 1.08.020 Board of Directors. The City Council of the City of Carlsbad will sit as the Board of Directors of the Carlsbad Municipal Water District. Resolution 614, adopted in 1989, designated the City Council of the City of Carlsbad as the Board of Directors of CMWD. Because this action was originally done by resolution it was not included when the CMWD ordinances were codified but is appropriate to include within the District Code. AMEND Section 1.08.030 to read: 1.08.030 Officers designated—Duties. The organizational structure of CMWD has been revised over the years through the following ordinances and resolutions: Oct. 29, 2024 Item #9 Page 39 of 46 - 2 - PROPOSED REVISIONS EXPLANATION / AUTHORITY A. The Mayor of the City of Carlsbad shall serve as the President of the Board of Directors. It shall be the duty of the President to preside over the meetings of the Board of Directors, appoint committee members, appoint organization representatives and perform such other duties and responsibilities as required or imposed by law or a majority vote of the Board of Directors. B. The Mayor Pro Tem of the City of Carlsbad shall serve as the Vice President of the Board of Directors and shall exercise the powers and duties of the President, if the President is absent or unable to act. C. The City Manager of the City of Carlsbad shall be the Executive Manager of the District. The Executive Manager shall be the administrative head of the District under the direction and control of the Board of Directors. The Executive Manager shall be responsible for the efficient administration of all affairs of the District and shall report directly to the Board of Directors. D. The City Attorney of the City of Carlsbad shall be the General Counsel for the District. E. The City Clerk of the City of Carlsbad shall be the Secretary of the Board of Directors. In addition to the duties imposed on the Secretary by law, the Secretary shall perform such duties as may be imposed by the Board of Directors. F. The General Manager shall be the administrative officer responsible directly to the Executive Manager. The Executive Manager shall delegate to the General Manager responsibility for day-to-day activities of the District. G. Unless otherwise prohibited by state law or a provision of a resolution or ordinance adopted by the Board of Directors, all duties and powers granted to or imposed upon the Executive Manager may be delegated by the Executive Manager to other officers, department heads or management employees of the City of Carlsbad. • Ordinance 1 § 12, adopted in 1954 • Resolution 648, adopted in 1990 • Resolution 743, adopted in 1991 The original codification only included the revisions from Ordinance 1 § 12, which predates CMWD becoming a subsidiary district of the city of Carlsbad. The proposed revisions to Section 1.08.030 incorporate the changes from Resolutions 648 and 743 to match the current organizational structure and duties of CMWD officials and officers. Language related to conflicts of interest has been removed from this Section and a new Section 1.08.040 regarding the conflicts of interest code is being proposed (see below). Language related to CMWD finances and the role of the City Treasurer have been moved to Chapter 1.16 Finance. REPEAL Section 1.08.040 “Holidays” and REPLACE it with Section 1.08.040 “Conflicts of Interest” to read: 1.08.040 Conflicts of interest. The section on holidays is no longer necessary because the Operating Agreement between city and CMWD Oct. 29, 2024 Item #9 Page 40 of 46 - 3 - PROPOSED REVISIONS EXPLANATION / AUTHORITY The conflict of interest code of the City of Carlsbad shall be the conflict of interest code for the Board of Directors, Executive Manager, General Counsel, and Secretary. Financial disclosure statements filed by the Mayor and City Council, City Manager, City Attorney and City Clerk for the City of Carlsbad shall satisfy the filing obligations under the Political Reform Act for District officials and the conflict of interest code for the Carlsbad Municipal Water District. specifies that all CMWD employees became city employees (Resolution 741). Further, the City Council establishes the city calendar each year, including designated holidays. New Section 1.08.040 Conflicts of Interest codifies the provisions of Resolution 648, paragraph 9, adopted in 1990, regarding the conflicts of interest code. REPEAL Section 1.08.050 “Rules and Regulations” and REPLACE it with Section 1.08.050 “Meetings” 1.08.050 Meetings. A. Regular and special meetings of the Board of Directors may be held in conjunction with scheduled meetings of the City Council of the City of Carlsbad or as needed to conduct District business. Regular meetings of the Board of Directors will be at City Hall in the City Council Chamber, unless a different location has been designated by the President or action of the Board of Directors. Regular meetings of the Board of Directors may be held concurrently with meetings of the City Council. B. Special meetings of the Board of Directors may also be called by the President, a majority of the Board, the Executive Manager or the General Counsel. Notice of a special meeting must be given and posted as provided in Section 54956 of the California Government Code. The notice must include the date, time and location of the meeting, and a brief statement of the business to be transacted or discussed. No other business may be transacted or discussed at the meeting. The procedures for meetings of the Board of Directors shall be the procedures of the City Council, including the provisions of Chapter 1.20 of the Carlsbad Municipal Code. C. The Secretary is responsible for the minutes of all meetings of the Board of Directors, except closed sessions. The minutes shall conform with Carlsbad Municipal Code Section 1.20.080 and will be presented The proposed language for section 1.08.050 outlines the meeting procedures for the Board. This section reflects the current practice of the Board to meeting in conjunction with scheduled meetings of the City Council. It also specifies that the meeting procedures of the City Council contained in Carlsbad Municipal Code, Chapter 1.20 shall apply to the Board. By incorporating the procedures here, any future amendments to Carlsbad Municipal Code Chapter 1.20 will apply to meetings of the Board. This section also includes procedural information regarding CMWD Board meetings as the posting of agendas, taking of minutes, and manners in which the Board may take action. (See above) Oct. 29, 2024 Item #9 Page 41 of 46 - 4 - PROPOSED REVISIONS EXPLANATION / AUTHORITY and approved by the Board of Directors according to the procedures of Carlsbad Municipal Code Section 1.20.080. D. The Board of Directors shall act only by ordinance, resolution or motion. A majority of the Board of Directors shall constitute a quorum for the transaction of business. No ordinance, motion or resolution shall be passed to become effective without the affirmative vote of a majority of the members of the Board of Directors. Action not requiring adoption of a resolution or ordinance, including providing direction or authorization to a District officer or staff, may be taken by motion recorded in the minutes of the meeting. On all ordinances, the roll shall be called and the ayes and noes recorded in the minutes of the proceedings. The enacting clause of the ordinance shall be: “BE IT ORDAINED by the Board of Directors of the Carlsbad Municipal Water District of the City of Carlsbad, California, as follows:” Resolutions, motions and orders may be adopted by a voice vote, but on demand of any member, the roll shall be called the vote recorded. E. Records of all proceedings and actions taken by the Board of Directors shall be kept at the Office of the Secretary. ADD Section 1.08.060 “Personnel” to read: 1.08.060 Personnel. The City of Carlsbad will act as the agent of the District in the performance of some of the administrative and operational functions of the District. Any city employee assigned to perform services for the District will remain an employee of the city. Resolution 741 adopted in 1991, approved the Operating Agreement between the city and CMWD. The Operating Agreement specifies that the administrative and operational functions of CMWD will be performed by city employees. This section codifies that portion of the Operating Agreement. Chapter 1.12 TERRITORY REPEAL Chapter 1.12 “Territory” in its entirety The provisions of Chapter 1.12 came from Ordinance 4 §1 adopted in 1955 and Ordinance 7 §1 adopted in 1956. Defining the territorial boundaries of CMWD in the District Code is not necessary as the territorial boundaries are Oct. 29, 2024 Item #9 Page 42 of 46 - 5 - PROPOSED REVISIONS EXPLANATION / AUTHORITY set and may only be adjusted by the Local Agency Formation Commission (LAFCO). Chapter 1.16 FINANCE (repeals and replaces Chapter 1.16 EMERGENCY PURCHASING) This Chapter is being expanded from emergency purchasing only, to include additional finance provisions. REPEAL Section 1.16.010 “Authority” and REPLACE with Section 1.16.010 “Accounting” to read: 1.16.010 Accounting. Full responsibility for all of the billing, accounting and auditing activities of the District shall be managed by the City of Carlsbad Finance Department. These functions shall be performed in conformance with current city procedures for enterprise funds and generally accepted accounting principles. This section codifies portions of the Operating Agreement, which was adopted by the Board with Resolution 741 on June 25, 1991. REPEAL Section 1.16.202 “Emergency determination” and REPLACE with 1.16.020 “Cash management” to read: 1.16.020 Cash management Investment of District funds shall be performed by the City of Carlsbad City Treasurer in accordance with state law and the city’s Investment Policy. District fund investments shall be accounted for separately. This section codifies portions of the Operating Agreement adopted by the Board through Resolution 741 on June 25, 1991, regarding cash management and the role of the City Treasurer in managing CMWD investments. REPEAL Section 1.16.030 “Amount limitation” and REPLACE with 1.16.030 “Purchasing” to read: 1.16.030 Purchasing The Purchasing Ordinance of the City of Carlsbad as set forth in Title 3, Chapter 3.28 of the Carlsbad Municipal Code is adopted by reference and incorporated as part of this Code, except that whatever provisions refer to a City of Carlsbad board, territory, area, agency, official, employee or otherwise it shall mean the corresponding board, territory, area, agency, official, staff or otherwise of the District, and if there is none, it shall mean that the city is acting in the same capacity on behalf of the District. This section adopts the city’s Purchasing Ordinance (Chapter 3.28 of the Carlsbad Municipal Code). The city currently manages all purchasing for CMWD. Adopting this section by refence means future amendments to the city’s purchasing ordinance will also apply to CMWD without needing to amend the District Code. This section codifies portions of the Operating Agreement adopted by the Board through Resolution 741 on June 25, 1991, assigning purchasing responsibilities for CMWD to the city. REPEAL Section 1.16.040 “Use of available supplies, equipment or personnel” and REPLACE with Section Oct. 29, 2024 Item #9 Page 43 of 46 - 6 - PROPOSED REVISIONS EXPLANATION / AUTHORITY 1.16.040 “Emergency purchasing” to read: 1.16.040 Emergency purchasing. In addition to the emergency purchasing procedures contained in Carlsbad Municipal Code Chapter 3.28, the Executive Manager of the District is authorized to execute emergency public works contracts and purchasing agreements, as necessary, to restore water service or safeguard the health and safety of the public, subject to the following provisions. A. The Executive Manager makes a written determination of the facts constituting the emergency to be presented to the Board of Directors at the first meeting held after the General Manag-er has taken such action, including facts demonstrating that prior Board approval was impractical. B. Any emergency public works contracts authorized under this section shall be less than $25,000.00. C. Prior to entering into any purchasing agreement, the Executive Manager shall require the use of reasonably available District supplies, equipment, and personnel, as well as the supplies, equipment and personnel reasonably available under mutual aid agreements. Ordinance 27 adopted by CMWD in 1987 authorized emergency purchasing procedures. The proposed revisions incorporate the provisions from Ordinance 27, while also allowing CMWD to follow the city’s emergency purchasing procedures contained in Carlsbad Municipal Code, Chapter 3.28. REPEAL Section 1.16.050 “Presentation of actions to the Board of Directors” and REPLACE with Section 1.16.050 “Claims for damages” to read: 1.16.050 Claims for damages. A. No claim for damages against the District shall be allowed or paid unless a claim has first been filed with the Secretary to the Board of Directors within the time periods required by subsection B of this section. B. A claim relating to a cause of action for death or for injury to person or to personal property or growing crops shall be filed not later than six months after the accrual of the cause of action. A claim relating to any other cause of action shall be filed not later than one year after the accrual of the cause of action. C. The City of Carlsbad’s Risk Management Division is responsible for loss prevention including the handling of claims received by the District. This proposed section mirrors the claim procedures contained in the Carlsbad Municipal Code 3.32.040. This section codifies portions of the Operating Agreement adopted by the Board through Resolution 741 on June 25, 1991, assigning Risk Management responsibilities for CMWD, to the city. Oct. 29, 2024 Item #9 Page 44 of 46 - 7 - PROPOSED REVISIONS EXPLANATION / AUTHORITY ADD Section 1.16.060 to read: 1.16.060 Refunds. A. When not otherwise prohibited by law, the Executive Manager may authorize a refund in an amount up to $25,000 for monies that were erroneously paid to or collected by, but not actually due to the District at the time the funds were received, such as overpayments or duplicate payments. B. A written request for refund, signed by the person paying the fee or by the General Manager shall be filed with the Executive Manager or designee setting forth the facts and reasons which justify the request. C. The Executive Manager or designee shall make findings that support the authorization for refund and shall send regular reports of refunds exceeding $10,000.00 to the Board of Directors. This proposed section mirrors the refund procedures contained in Carlsbad Municipal Code Section 3.32.030. ADD Section 1.16.070 to read: 1.16.070 Delegation of authority to accept donations. The Executive Manager shall have authority to accept donations received by the District in the form of cash, financial securities, or real or personal property, in an amount up to $5,000.00. The Executive Manager shall use the donation in accordance with the donor’s intent, including selling real or personal property to fund District activities. If there is no such intent, the money shall be added to the District’s contingency account. Each month the Executive Manager shall send to the Board of Directors a report of all donations that have been accepted. This proposed section mirrors the authority to accept donations procedures contained in Carlsbad Municipal Code Section 2.08.100. Oct. 29, 2024 Item #9 Page 45 of 46 - 8 - PROPOSED REVISIONS EXPLANATION / AUTHORITY Chapter 1.20 ENFORCEMENT AMEND Section 1.20.010 to read: 1.20.010 Penalty for violation of District ordinances. Unless otherwise specified in a District ordinance, all violations of a District ordinance may be enforced pursuant to Carlsbad Municipal Code Chapters 1.08 and 1.10, including the administrative assessment, procedures of civil penalties, administrative hearing procedures, and appeals, which chapters are adopted by reference, except that whenever any provisions incorporated refer to the City Council, board, territory, area, agency, official, employee, or otherwise it shall mean the corresponding District board, territory, area, agency, official, staff, or otherwise. The proposed amendments allow CMWD to utilize the enforcement provisions provided in Carlsbad Municipal Code Chapters 1.08 and 1.10, including the administrative assessment, procedures of civil penalties, administrative hearing procedures, and appeals. Because these chapters are incorporated into the District Code, the District Code will not need to be amended if the city makes changes to Chapter 1.08 and 1.10 in the future. No revisions are proposed for Section 1.20.020 “Time limits for judicial review.” This Section incorporates by refence Chapter 1.16 of the Carlsbad Municipal Code No revisions are proposed for Section 1.20.030 “Environmental protection procedures.” This Section incorporates by reference Chapter 19.04 of the Carlsbad Municipal Code. Oct. 29, 2024 Item #9 Page 46 of 46