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HomeMy WebLinkAboutAgenda Packet - EVWD Board of Directors - 02/09/2022BOARD OF DIRECTORS FEBRUARY 9, 2022 East Valley Water District was formed in 1954 and provides water and wastewater services to 103,000 residents within the cities of San Bernardino and Highland, and portions of San Bernardino County. EVWD operates under the direction of a 5­member elected Board. GOVERNING BOARD EXECUTIVE MANAGEMENT Phillip R. Goodrich Chairman of the Board John Mura General Manager/CEO James Morales, Jr. Vice Chairman Brian Tompkins Chief Financial Officer Chris Carrillo Governing Board Member Jeff Noelte Director of Engineering & Operations Ronald L. Coats Governing Board Member Kelly Malloy Director of Strategic Services David E. Smith Governing Board Member Kerrie Bryan Director of Administrative Services Justine Hendricksen District Clerk Patrick Milroy  Operations Manager Rocky Welborn  Water Reclamation Manager EVWD Regular Board Meeting February 09, 2022 ­ 5:30 PM 31111 Greenspot Road, Highland, CA 92346 Via Teleconference In an effort to protect public health and pursuant to Resolution 2022.01, an active State of Emergency still exists and continues to directly impact the ability of the members to meet safely in person; therefore, there will be no physical location to attend this meeting in person and it will be held via teleconference. Members of the public are invited to make a public comment telephonically during the public comment section of the meeting and after each agenda item. In addition, a public comment card may be submitted prior to the start of the meeting, or a request may be submitted to the District Clerk via email at administration@eastvalley.org. Anyone wishing to join the meeting may do so using the following information: DIAL: 1­209­425­5876 and enter CONFERENCE ID: 878 461 520# You may also join by clicking HERE to join the meeting via Microsoft Teams. PLEASE NOTE: Materials related to an item on this agenda submitted to the Board after distribution of the agenda packet are available for public inspection in the District’s office located at 31111 Greenspot Rd., Highland, during normal business hours. Also, such documents are available on the District’s website at eastvalley.org and are subject to staff’s ability to post the documents before the meeting. Pursuant to Government Code Section 54954.2(a), any request for a disability­related modification or accommodation, including auxiliary aids or services, that is sought in order to participate in the above agendized public meeting should be directed to the District Clerk at (909) 885­4900 at least 72 hours prior to said meeting. In order to comply with legal requirements for posting of agenda, only those items filed with the District Clerk by 12:00 p.m. on Wednesday prior to the following Wednesday meeting not requiring departmental investigation, will be considered by the Board of Directors. CALL TO ORDER PLEDGE OF ALLEGIANCE ROLL CALL OF BOARD MEMBERS PUBLIC COMMENTS Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card and submit it to the District Clerk prior to the start of the meeting. Each speaker is limited to three (3) minutes, unless waived by the Chairman of the Board. Under the State of California Brown Act, the Board of Directors is prohibited from discussing or taking action on any item not listed on the posted agenda. The matter will automatically be referred to staff for an appropriate response or action and may appear on the agenda at a future meeting. 1.AGENDA This agenda contains a brief general description of each item to be considered. Except as otherwise provided by law, no action shall be taken on any item not appearing on the following agenda unless the Board of Directors makes a determination that an emergency exists or that a need to take immediate action on the item came to the attention of the District subsequent to the posting of the agenda. a.Approval of Agenda 2.APPROVAL OF CONSENT CALENDAR All matters listed under the Consent Calendar are considered by the Board of Directors to be routine and will be enacted in one motion. There will be no discussion of these items prior to the time the board considers the motion unless members of the board, the administrative staff, or the public request specific items to be discussed and/or removed from the Consent Calendar. a.Financial Statements for December 2021 b.Approval of January 12, 2021 Regular Board Meeting Minutes c.Approval of January 26, 2022 Regular Board Meeting Minutes d.Approval of Directors' Fees and Expenses for January 2022 e.Adoption of Resolution 2022.02 ­ Findings and Determinations Regarding Teleconference Meetings 3.INFORMATIONAL ITEMS a.Claremont Mckenna College Data Science Capstone Partnership 4.REPORTS a.Board of Directors’ Reports b.General Manager/CEO Report c.Legal Counsel Report d.Board of Directors’ Comments ADJOURN BOARD OF DIRECTORSFEBRUARY 9, 2022East Valley Water District was formed in 1954 and provides water and wastewater services to103,000 residents within the cities of San Bernardino and Highland, and portions of SanBernardino County.EVWD operates under the direction of a 5­member elected Board.GOVERNING BOARD EXECUTIVE MANAGEMENTPhillip R. GoodrichChairman of the Board John MuraGeneral Manager/CEOJames Morales, Jr.Vice Chairman Brian TompkinsChief Financial OfficerChris CarrilloGoverning Board Member Jeff NoelteDirector of Engineering & OperationsRonald L. CoatsGoverning Board Member Kelly MalloyDirector of Strategic ServicesDavid E. SmithGoverning Board Member Kerrie BryanDirector of Administrative ServicesJustine HendricksenDistrict ClerkPatrick Milroy  Operations Manager Rocky Welborn  Water Reclamation Manager EVWD Regular Board Meeting February 09, 2022 ­ 5:30 PM 31111 Greenspot Road, Highland, CA 92346 Via Teleconference In an effort to protect public health and pursuant to Resolution 2022.01, an active State of Emergency still exists and continues to directly impact the ability of the members to meet safely in person; therefore, there will be no physical location to attend this meeting in person and it will be held via teleconference. Members of the public are invited to make a public comment telephonically during the public comment section of the meeting and after each agenda item. In addition, a public comment card may be submitted prior to the start of the meeting, or a request may be submitted to the District Clerk via email at administration@eastvalley.org. Anyone wishing to join the meeting may do so using the following information: DIAL: 1­209­425­5876 and enter CONFERENCE ID: 878 461 520# You may also join by clicking HERE to join the meeting via Microsoft Teams. PLEASE NOTE: Materials related to an item on this agenda submitted to the Board after distribution of the agenda packet are available for public inspection in the District’s office located at 31111 Greenspot Rd., Highland, during normal business hours. Also, such documents are available on the District’s website at eastvalley.org and are subject to staff’s ability to post the documents before the meeting. Pursuant to Government Code Section 54954.2(a), any request for a disability­related modification or accommodation, including auxiliary aids or services, that is sought in order to participate in the above agendized public meeting should be directed to the District Clerk at (909) 885­4900 at least 72 hours prior to said meeting. In order to comply with legal requirements for posting of agenda, only those items filed with the District Clerk by 12:00 p.m. on Wednesday prior to the following Wednesday meeting not requiring departmental investigation, will be considered by the Board of Directors. CALL TO ORDER PLEDGE OF ALLEGIANCE ROLL CALL OF BOARD MEMBERS PUBLIC COMMENTS Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card and submit it to the District Clerk prior to the start of the meeting. Each speaker is limited to three (3) minutes, unless waived by the Chairman of the Board. Under the State of California Brown Act, the Board of Directors is prohibited from discussing or taking action on any item not listed on the posted agenda. The matter will automatically be referred to staff for an appropriate response or action and may appear on the agenda at a future meeting. 1.AGENDA This agenda contains a brief general description of each item to be considered. Except as otherwise provided by law, no action shall be taken on any item not appearing on the following agenda unless the Board of Directors makes a determination that an emergency exists or that a need to take immediate action on the item came to the attention of the District subsequent to the posting of the agenda. a.Approval of Agenda 2.APPROVAL OF CONSENT CALENDAR All matters listed under the Consent Calendar are considered by the Board of Directors to be routine and will be enacted in one motion. There will be no discussion of these items prior to the time the board considers the motion unless members of the board, the administrative staff, or the public request specific items to be discussed and/or removed from the Consent Calendar. a.Financial Statements for December 2021 b.Approval of January 12, 2022 Regular Board Meeting Minutes c.Approval of January 26, 2022 Regular Board Meeting Minutes d.Approval of Directors' Fees and Expenses for January 2022 e.Adoption of Resolution 2022.02 ­ Findings and Determinations Regarding Teleconference Meetings 3.INFORMATIONAL ITEMS a.Claremont Mckenna College Data Science Capstone Partnership 4.REPORTS a.Board of Directors’ Reports b.General Manager/CEO Report c.Legal Counsel Report BOARD OF DIRECTORSFEBRUARY 9, 2022East Valley Water District was formed in 1954 and provides water and wastewater services to103,000 residents within the cities of San Bernardino and Highland, and portions of SanBernardino County.EVWD operates under the direction of a 5­member elected Board.GOVERNING BOARD EXECUTIVE MANAGEMENTPhillip R. GoodrichChairman of the Board John MuraGeneral Manager/CEOJames Morales, Jr.Vice Chairman Brian TompkinsChief Financial OfficerChris CarrilloGoverning Board Member Jeff NoelteDirector of Engineering & OperationsRonald L. CoatsGoverning Board Member Kelly MalloyDirector of Strategic ServicesDavid E. SmithGoverning Board Member Kerrie BryanDirector of Administrative ServicesJustine HendricksenDistrict ClerkPatrick Milroy Operations ManagerRocky Welborn Water Reclamation ManagerEVWD Regular Board MeetingFebruary 09, 2022 ­ 5:30 PM31111 Greenspot Road, Highland, CA 92346Via TeleconferenceIn an effort to protect public health and pursuant to Resolution 2022.01, an active State ofEmergency still exists and continues to directly impact the ability of the members to meetsafely in person; therefore, there will be no physical location to attend this meeting inperson and it will be held via teleconference. Members of the public are invited to make apublic comment telephonically during the public comment section of the meeting and aftereach agenda item. In addition, a public comment card may be submitted prior to the start ofthe meeting, or a request may be submitted to the District Clerk via email atadministration@eastvalley.org.Anyone wishing to join the meeting may do so using the following information:DIAL: 1­209­425­5876 and enter CONFERENCE ID: 878 461 520#You may also join by clicking HERE to join the meeting via Microsoft Teams.PLEASE NOTE:Materials related to an item on this agenda submitted to the Board after distribution of theagenda packet are available for public inspection in the District’s office located at 31111Greenspot Rd., Highland, during normal business hours. Also, such documents are availableon the District’s website at eastvalley.org and are subject to staff’s ability to post thedocuments before the meeting.Pursuant to Government Code Section 54954.2(a), any request for a disability­relatedmodification or accommodation, including auxiliary aids or services, that is sought in orderto participate in the above agendized public meeting should be directed to the District Clerkat (909) 885­4900 at least 72 hours prior to said meeting. In order to comply with legal requirements for posting of agenda, only those items filed with the District Clerk by 12:00 p.m. on Wednesday prior to the following Wednesday meeting not requiring departmental investigation, will be considered by the Board of Directors. CALL TO ORDER PLEDGE OF ALLEGIANCE ROLL CALL OF BOARD MEMBERS PUBLIC COMMENTS Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card and submit it to the District Clerk prior to the start of the meeting. Each speaker is limited to three (3) minutes, unless waived by the Chairman of the Board. Under the State of California Brown Act, the Board of Directors is prohibited from discussing or taking action on any item not listed on the posted agenda. The matter will automatically be referred to staff for an appropriate response or action and may appear on the agenda at a future meeting. 1.AGENDA This agenda contains a brief general description of each item to be considered. Except as otherwise provided by law, no action shall be taken on any item not appearing on the following agenda unless the Board of Directors makes a determination that an emergency exists or that a need to take immediate action on the item came to the attention of the District subsequent to the posting of the agenda. a.Approval of Agenda 2.APPROVAL OF CONSENT CALENDAR All matters listed under the Consent Calendar are considered by the Board of Directors to be routine and will be enacted in one motion. There will be no discussion of these items prior to the time the board considers the motion unless members of the board, the administrative staff, or the public request specific items to be discussed and/or removed from the Consent Calendar. a.Financial Statements for December 2021 b.Approval of January 12, 2022 Regular Board Meeting Minutes c.Approval of January 26, 2022 Regular Board Meeting Minutes d.Approval of Directors' Fees and Expenses for January 2022 e.Adoption of Resolution 2022.02 ­ Findings and Determinations Regarding Teleconference Meetings 3.INFORMATIONAL ITEMS a.Claremont Mckenna College Data Science Capstone Partnership 4.REPORTS a.Board of Directors’ Reports b.General Manager/CEO Report c.Legal Counsel Report d.Board of Directors’ Comments ADJOURN Agenda Item #2a February 9, 20221 2 9 2 Meeting Date: February 9, 2022 Agenda Item #2a Consent Item Regular Board Meeting TO: Governing Board Members FROM: General Manager/CEO SUBJECT: Financial Statements for December 2021 RECOMMENDATION Staff recommends that the Board of Directors (Board) accept and file the attached financial statements as of, and for the period ended, December 31, 2021. BACKGROUND / ANALYSIS Included herewith for the Board’s review is a summary of East Valley Water District’s financial results, as of December 31, 2021. AGENCY GOALS AND OBJECTIVES II - Maintain a Commitment To Sustainability, Transparency, and Accountability A. Practice Transparent and Accountable Fiscal Management REVIEW BY OTHERS This agenda item has been reviewed by the Finance Department. FISCAL IMPACT There is no fiscal impact associated with this agenda item. Recommended by: ________________ John Mura General Manager/CEO Respectfully submitted: ________________ Brian Tompkins Chief Financial Officer Agenda Item #2a February 9, 20222 2 9 2 Meeting Date: February 9, 2022 Agenda Item #2a Consent Item ATTACHMENTS 1. December 2021 Financial Statement Monthly Review 2. December 2021 Financial Statements FINANCIAL STATEMENTS MONTHLY REVIEW MONTH ENDING DECEMBER 31, 2021 page | 1 The following is a highlight summary of the District’s financial results as of December 31, 2021. Please note all values presented are in millions (unless otherwise noted). Statement of Net Position Total assets at December 31, 2021 are $354.70 million. CLASSIFICATION WATER WASTEWATER DISTRICT TOTAL Cash and Investments $ 12.67 $ 5.52 $ 18.19 Utility Plant, Net 103.61 18.21 121.82 Other Assets 42.10 172.59 214.69 Current Liabilities 5.26 15.70 20.96 Long Term Liabilities 48.23 141.85 190.08 Beginning Net Position 100.85 38.28 139.13 Change in Equity 4.04 0.49 4.53 TOTAL NET POSITION $ 104.89 $ 38.77 $ 143.66 Cash and Investments are $18.19 million for the month of December, a decrease of $114K from the prior month. In December, the District paid $6.94 million for construction costs invoiced through November. The District’s Due from Other Governments continues to include Claim 23 for construction costs incurred for the SNRC bringing the ending balance to $11.04 million. FINANCIAL STATEMENTS MONTHLY REVIEW MONTH ENDING DECEMBER 31, 2021 page | 2 $0 $5 $10 $15 $20 $25 $30 Mi l l i o n s CASH & INVESTMENTS Restricted Unrestricted Comparing current assets to current liabilities, the District has a current ratio at December 31, 2021 of 1.64 to 1, with 2 to 1 being an indication of sound financial condition. Statement of Revenues & Expenses Operating results are presented in three ways in the attached financial statements for the period ending December 31, 2021. First is a one-page summary with monthly and year- to-date totals for revenue and expenses, presented by Expense Category. Second is a one-page summary with monthly and year-to-date totals for Revenues and Expense by Program. Third is a Budget-to-Actual presentation of program expense detail. FINANCIAL STATEMENTS MONTHLY REVIEW MONTH ENDING DECEMBER 31, 2021 page | 3 Total Revenues & Expenses through December 31, 2021 are summarized below (in millions): Column1 WATER WASTEWATER DISTRICT TOTAL Revenue $ 15.74 $ 7.03 $ 22.77 Expense 11.70 6.54 18.24 Water Sales for the month ending December 31, 2021 were $1.33M; $217K over staff projections for the month and $474K over projections year-to-date. $- $0.5 $1.0 $1.5 $2.0 $2.5 $3.0 Mi l l i o n s WATER SALES BY TIER Tier 1 Tier 2 Tier 3 FY 2021-22 Projection FINANCIAL STATEMENTS MONTHLY REVIEW MONTH ENDING DECEMBER 31, 2021 page | 4 Water Sales by Customer Class The table below shows the District’s water sales for the month of December 2021 by customer class. The following icons are to compliment the graph below: positive change, no change, negative change when comparing actuals versus projections. CUSTOMER CLASS ACTUAL PROJECTION $ VARIANCE % VARIANCE Residential 773,895$ 612,000$ 161,895$ 26% Multi-Family 286,550 295,000 (8,450) -3% Commercial 112,657 104,000 8,657 8% Irrigation 158,497 103,000 55,497 54% TOTAL $ 1,331,599 $ 1,114,000 $ 217,599 20% The following table displays customer class by tier for the month of December 2021: CUSTOMER CLASS TIER ACTUAL PROJECTION $ VARIANCE % VARIANCE Residential Tier 1 322,947$ 293,000$ 29,947$ 10% Residential Tier 2 199,328 120,000 79,328 66% Residential Tier 3 251,620 199,000 52,620 26% Multi-Family Tier 1 136,829 137,000 (171) 0% Multi-Family Tier 2 43,222 44,000 (778) -2% Multi-Family Tier 3 106,499 114,000 (7,501) -7% Commercial Tier 1 70,642 69,000 1,642 2% Commercial Tier 2 8,689 7,000 1,689 24% Commercial Tier 3 33,326 28,000 5,326 19% Irrigation Tier 2 67,293 43,000 24,293 56% Irrigation Tier 3 91,204 60,000 31,204 52% TOTAL $ 1,331,599 $ 1,114,000 $ 217,599 20% Legend - Positive Change in Actuals - Neutral Change in Actuals - Negative Change in Actuals FINANCIAL STATEMENTS MONTHLY REVIEW MONTH ENDING DECEMBER 31, 2021 page | 5 The chart below is a comparative illustration of Water Revenue year-to-date compared to last year’s Water Revenue year-to-date as of December 2020. As noted in the graph, Water Revenue experienced a decrease over last year. Water consumption decreased 149.74 million gallons (200K HCF) compared to December of 2020. $- $2.0 $4.0 $6.0 $8.0 $10.0 $12.0 $14.0 $16.0 $18.0 12/31/2020 12/31/2021 Mi l l i o n s COMPARATIVE MONTHLY WATER REVENUE (WATER SALES & METER CHARGES) Meter Tier 1 Tier 2 Tier 3 Total -$15,900,066 Total -$15,348,599 FINANCIAL STATEMENTS MONTHLY REVIEW MONTH ENDING DECEMBER 31, 2021 page | 6 Water Fund Activities by Cost Center The graph below provides a year-to-date comparison of the Water Fund operating cost centers for FY 2020-21 and FY 2021-22. FINANCIAL STATEMENTS MONTHLY REVIEW MONTH ENDING DECEMBER 31, 2021 page | 7 Wastewater Fund Activities by Cost Center The graph below provides a year-to-date comparison of the Wastewater Fund operating cost centers for FY 2020-21 and FY 2021-22. WATER WASTEWATER DISTRICT TOTAL Assets: Current Assets: 01 Cash and Cash Equivalents 2,526,496.46$ -$ 2,526,496.46$ 02 Investments 3,675,908.26 1,601,969.00 5,277,877.26 03 Accounts Receivable, Net 6,204,084.83 334,678.15 6,538,762.98 04 -Interest Receivable - 3,377.19 3,377.19 14*05 Other Receivables 771,324.80 - 771,324.80 07 Due from Sewer Fund 7,184,371.89 - 7,184,371.89 06 Due from Other Governments 7,212,949.01 3,826,862.22 11,039,811.23 08 Inventory 542,544.97 6,721.16 549,266.13 09 Prepaid Expenses 429,848.72 55,806.64 485,655.36 28,547,528.94 5,829,414.36 34,376,943.30 Non-Current Assets: 10 Restricted Cash and Cash Equivalents 6,468,541.02 3,916,559.37 10,385,100.39 11 Capital Assets not being Depreciated 16,292,907.88 167,201,493.12 183,494,401.00 13 Capital Assets, Net 103,606,629.83 18,214,035.68 121,820,665.51 126,368,078.73 189,332,088.17 315,700,166.90 Total Assets:154,915,607.67 195,161,502.53 350,077,110.20 Deferred Outflow Of Resources 24*Deferred Charge on Refunding 644,319.05 302,123.06 946,442.11 25 Deferred Outflows - Pensions 2,812,884.34 857,570.73 3,670,455.07 158,372,811.06 196,321,196.32 354,694,007.38 Current Liabilities: 22 Accounts Payable and Accrued Expenses 851,461.18 27,441.76 878,902.94 29 Due to Water Fund - 7,184,371.89 7,184,371.89 23 Accrued Payroll and Benefits 33,769.20 - 33,769.20 15 Customer Service Deposits 1,343,937.66 - 1,343,937.66 16 Construction Advances and Retentions 151,941.13 8,231,040.31 8,382,981.44 17 Accrued Interest Payable 270,191.47 25,124.88 295,316.35 18 Current Portion of Compensated Absences 494,407.20 135,849.80 630,257.00 19 Current Portion of Long-Term Debt 2,113,921.97 96,250.00 2,210,171.97 5,259,629.81 15,700,078.64 20,959,708.45 Non-Current Liabilities: 20 Compensated Absences, less current portion 209,259.49 39,125.21 248,384.70 28 Net Pension Liability 9,421,282.28 2,892,011.95 12,313,294.23 21 Long Term Debt, Less Current Portion 38,320,169.37 138,859,666.10 177,179,835.47 27 Other Liabilities 1,173.64 - 1,173.64 Deferred Inflows Of Resources 26 Deferred Inflows - Pensions 273,164.94 57,715.59 330,880.53 48,225,049.72 141,848,518.85 190,073,568.57 53,484,679.53 157,548,597.49 211,033,277.02 31 Equity 100,846,203.63 38,278,638.01 139,124,841.64 100,846,203.63 38,278,638.01 139,124,841.64 Tot Total Revenue 15,741,724.22 7,031,451.56 22,773,175.78 Tot Total Expense 11,699,796.32 6,537,490.74 18,237,287.06 4,041,927.90 493,960.82 4,535,888.72 104,888,131.53 38,772,598.83 143,660,730.36 158,372,811.06$ 196,321,196.32$ 354,694,007.38$ Unaudited As of December 31, 2021 Combining Schedule of Net Position Total Equity and Current Surplus (Deficit): Total Assets and Deferred Outflows of Resources: Total Current Assets: Total Non-Current Assets: Total Liabilities, Equity and Current Surplus (Deficit): Total Beginning Equity: Equity: Revenues Over/Under Expenses Total Current Liabilities: Total Non-Current and Deferred Inflows of Resources: Total Liabilities and Deferred Inflows of Resources: Page 1 of 8 AMENDED AMENDED AMENDED REMAINING MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET Revenue 41 Water Sales 1,331,598.77$ 10,793,188.77$ 17,488,000.00$ -$ -$ -$ 17,488,000.00$ 6,694,811.23$ 42 Meter Charges 759,756.96 4,555,527.27 9,280,000.00 - - - 9,280,000.00 4,724,472.73 43 Penalties 16,828.94 118,109.50 134,000.00 7,235.78 48,191.47 130,000.00 264,000.00 97,699.03 44 Wastewater System Charges - - - 382,832.71 2,376,596.87 4,815,000.00 4,815,000.00 2,438,403.13 45 Wastewater Treatment Charges - - - 703,542.83 4,452,876.25 8,708,000.00 8,708,000.00 4,255,123.75 46 Other Operating Revenue 10,597.19 231,088.42 56,000.00 - 148,026.28 649,000.00 705,000.00 325,885.30 47 Non Operating Revenue 11,282.23 43,810.26 214,000.00 20.28 5,760.69 30,000.00 244,000.00 194,429.05 48 Gain or Loss on Disposition - - - - - - - - 56 Benefits - - - - - - - - 68 Depreciation - - - - - - - - Revenue Total:2,130,064.09 15,741,724.22 27,172,000.00 1,093,631.60 7,031,451.56 14,332,000.00 41,504,000.00 18,730,824.22 - - - - - Expense by Category 51 Labor 419,377.18 2,531,020.53 5,440,500.00 111,887.05 680,381.07 2,239,500.00 7,680,000.00 4,468,598.40 56 Benefits 140,559.66 1,801,928.62 2,934,350.00 38,070.55 499,787.71 1,086,650.00 4,021,000.00 1,719,283.67 63 Contract Services 310,413.01 1,825,669.86 4,689,100.00 768,911.78 4,793,663.29 9,389,900.00 14,079,000.00 7,259,666.85 65 Professional Development 20,490.46 105,203.25 321,650.00 6,414.77 38,379.38 102,350.00 424,000.00 280,417.37 53 Overtime 33,822.55 205,037.47 356,100.00 3,764.61 10,828.97 30,900.00 387,000.00 171,133.56 62 Materials and Supplies 159,438.32 995,178.76 1,268,450.00 8,566.04 50,273.77 315,550.00 1,584,000.00 538,547.47 64 Utilities 648,715.97 1,587,377.31 2,620,650.00 32,259.53 79,589.02 177,350.00 2,798,000.00 1,131,033.67 52 Temporary Labor - - - - - - - - 67 Other 8,422.15 654,675.95 866,200.00 2,095.72 163,216.77 161,800.00 1,028,000.00 210,107.28 54 Standby 2,984.00 16,720.87 33,000.00 176.00 1,119.76 2,000.00 35,000.00 17,159.37 61 Water Supply - 494,640.69 768,000.00 - - - 768,000.00 273,359.31 71 -Debt Service - 1,482,343.01 3,082,000.00 - 220,251.00 270,000.00 3,352,000.00 1,649,405.99 81 -Capital Improvement 123,872.30 329,059.38 3,712,000.00 173,933.45 478,704.66 217,000.00 3,929,000.00 3,121,235.96 82 -Capital Outlay 112,902.16 166,422.97 1,080,000.00 - - 50,000.00 1,130,000.00 963,577.03 83 -Accounting Income Add back (236,774.46) (495,482.35) - (173,933.45) (478,704.66) - - 974,187.01 Expense Total:1,744,223.30 11,699,796.32 27,172,000.00 972,146.05 6,537,490.74 14,043,000.00 41,215,000.00 22,777,712.94 Total Surplus (Deficit):385,840.79$ 4,041,927.90$ -$ 121,485.55$ 493,960.82$ -$ -$ -$ Unaudited Revenue and Expense Budget-to-Actual by Category Month Ended December 31, 2021 WATER WASTEWATER DISTRICT WIDE Page 2 of 8 AMENDED AMENDED AMENDED REMAINING MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET Revenue 41 Water Sales 1,331,598.77$ 10,793,188.77$ 17,488,000.00$ -$ -$ -$ 17,488,000.00$ 6,694,811.23$ 42 Meter Charges 759,756.96 4,555,527.27 9,280,000.00 - - - 9,280,000.00 4,724,472.73 43 Penalties 16,828.94 118,109.50 134,000.00 7,235.78 48,191.47 130,000.00 264,000.00 97,699.03 44 Wastewater System Charges - - - 382,832.71 2,376,596.87 4,815,000.00 4,815,000.00 2,438,403.13 45 Wastewater Treatment Charges - - - 703,542.83 4,452,876.25 8,708,000.00 8,708,000.00 4,255,123.75 46 Other Operating Revenue 10,597.19 231,088.42 56,000.00 - 148,026.28 649,000.00 705,000.00 325,885.30 47 Non Operating Revenue 11,282.23 43,810.26 214,000.00 20.28 5,760.69 30,000.00 244,000.00 194,429.05 Revenue Total: 2,130,064.09 15,741,724.22 27,172,000.00 1,093,631.60 7,031,451.56 14,332,000.00 41,504,000.00 18,730,824.22 - - - - - Progra 1000 - Board of Directors 9,544.64 68,503.63 170,800.00 4,090.57 28,951.74 73,200.00 244,000.00 146,544.63 Progra 2000 - General Administration 57,657.17 466,141.56 931,500.00 22,903.08 184,359.50 397,500.00 1,329,000.00 678,498.94 Progra 2100 - Human Resources 60,333.88 877,127.84 1,322,400.00 11,895.49 221,815.48 349,600.00 1,672,000.00 573,056.68 Progra 2200 - Public Affairs 56,946.88 470,356.77 1,340,900.00 31,587.97 198,115.87 503,100.00 1,844,000.00 1,175,527.36 Progra 2300 - Conservation 27,391.58 179,199.60 614,000.00 - - - 614,000.00 434,800.40 Progra 3000 - Finance 64,145.90 489,349.77 890,250.00 26,572.86 204,371.94 380,750.00 1,271,000.00 577,278.29 Progra 3200 - Information Technology 70,914.68 287,812.55 895,900.00 37,035.80 160,792.45 341,100.00 1,237,000.00 788,395.00 Progra 3300 - Customer Service 73,746.38 452,514.14 1,022,400.00 35,818.45 222,742.28 424,600.00 1,447,000.00 771,743.58 Progra 3400 - Meter Service 19,997.43 134,076.08 321,000.00 - 107.17 - 321,000.00 186,816.75 Progra 4000 - Engineering 42,613.20 394,176.14 1,114,400.00 35,225.35 181,795.12 477,600.00 1,592,000.00 1,016,028.74 Progra 5000 - Water Production 688,637.75 2,888,526.50 4,539,000.00 - - - 4,539,000.00 1,650,473.50 Progra 5100 - Water Treatment 108,614.03 601,603.85 900,000.00 - - - 900,000.00 298,396.15 Progra 5200 - Water Quality 34,270.85 247,953.14 521,000.00 - - - 521,000.00 273,046.86 Progra 6000 - Field Maintenance Administration 28,151.41 271,710.44 378,000.00 2,952.92 20,488.09 42,000.00 420,000.00 127,801.47 Progra 6100 - Water Maintenance 187,587.74 1,504,275.87 2,808,000.00 - - - 2,658,000.00 1,153,724.13 Progra 6200 - Wastewater Maintenance - - - 741,412.56 4,768,199.68 10,216,000.00 10,216,000.00 5,447,800.32 Progra 7000 - Facilities Maintenance 125,988.13 551,312.69 971,750.00 17,062.90 89,287.51 244,250.00 1,216,000.00 575,399.80 Progra 7100 - Fleet Maintenance 87,681.65 332,812.74 506,700.00 5,588.10 36,212.91 56,300.00 563,000.00 193,974.35 Progra 8000 - Capital - 1,482,343.01 7,874,000.00 - 220,251.00 537,000.00 8,411,000.00 6,708,405.99 Total Surplus (Deficit):385,840.79$ 4,041,927.90$ -$ 121,485.55$ 493,960.82$ -$ -$ -$ Revenue and Expense Budget-to-Actual by Program Month Ended December 31, 2021 Unaudited WATER WASTEWATER DISTRICT WIDE Page 3 of 8 AMENDED AMENDED AMENDED REMAINING MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET Revenue 41 Water Sales 1,331,598.77$ 10,793,188.77$ 17,288,000.00$ -$ -$ -$ 17,288,000.00$ 6,494,811.23$ 42 Meter Charges 759,756.96 4,555,527.27 9,280,000.00 - - - 9,280,000.00 4,724,472.73 43 Penalties 16,828.94 118,109.50 134,000.00 7,235.78 48,191.47 130,000.00 264,000.00 97,699.03 44 Wastewater System Charges - - - 382,832.71 2,376,596.87 4,815,000.00 4,815,000.00 2,438,403.13 45 Wastewater Treatment Charges - - - 703,542.83 4,452,876.25 8,708,000.00 8,708,000.00 4,255,123.75 46 Other Operating Revenue 10,597.19 231,088.42 56,000.00 - 148,026.28 649,000.00 705,000.00 325,885.30 47 Non Operating Revenue 11,282.23 43,810.26 214,000.00 20.28 5,760.69 30,000.00 244,000.00 194,429.05 48 Gain or Loss on Disposition - - - - - - - - 56 Benefits - - - - - - - - 68 Depreciation - - - - - - - - Revenue Total: 2,130,064.09 15,741,724.22 26,972,000.00 1,093,631.60 7,031,451.56 14,332,000.00 41,304,000.00 18,530,824.22 Program: 1000 - Board of Directors - - - 51 Labor 4,900.00$ 30,257.50$ 73,500.00$ 2,100.00$ 12,967.50$ 31,500.00$ 105,000.00$ 61,775.00$ 56 Benefits 3,849.60 28,330.24 61,600.00 1,649.84 12,141.60 26,400.00 88,000.00 47,528.16 62 Materials and Supplies 795.04 900.04 1,400.00 340.73 385.73 600.00 2,000.00 714.23 63 Contract Services - 319.62 13,300.00 - 136.98 5,700.00 19,000.00 18,543.40 65 Professional Development - 8,696.23 21,000.00 - 3,319.93 9,000.00 30,000.00 17,983.84 Program: 1000 - Board of Directors Total: 9,544.64 68,503.63 170,800.00 4,090.57 28,951.74 73,200.00 244,000.00 146,544.63 Program: 2000 - General Administration - - - 51 Labor 27,693.14 167,425.06 387,100.00 11,868.51 68,908.63 165,900.00 553,000.00 316,666.31 53 Overtime 204.02 956.72 2,100.00 87.43 393.27 900.00 3,000.00 1,650.01 56 Benefits 10,981.30 149,900.52 237,300.00 2,899.10 53,832.18 101,700.00 339,000.00 135,267.30 62 Materials and Supplies 128.88 1,098.53 3,500.00 55.25 470.80 1,500.00 5,000.00 3,430.67 63 Contract Services 16,665.44 80,823.54 209,300.00 7,142.33 34,638.66 89,700.00 299,000.00 183,537.80 64 Utilities 327.53 999.87 2,800.00 140.37 428.52 1,200.00 4,000.00 2,571.61 65 Professional Development 1,656.86 64,937.32 89,400.00 710.09 25,687.44 36,600.00 126,000.00 35,375.24 Program: 2000 - General Administration Total: 57,657.17 466,141.56 931,500.00 22,903.08 184,359.50 397,500.00 1,329,000.00 678,498.94 Program: 2100 - Human Resources - - - - 51 Labor 30,057.93 106,786.93 207,200.00 4,355.48 22,388.47 88,800.00 296,000.00 166,824.60 52 Temporary Labor - - - - - - - - 53 Overtime 243.38 378.59 2,100.00 60.84 94.64 900.00 3,000.00 2,526.77 56 Benefits 5,357.43 73,361.60 120,400.00 1,339.81 26,172.45 51,600.00 172,000.00 72,465.95 62 Materials and Supplies - - 4,900.00 - - 2,100.00 7,000.00 7,000.00 63 Contract Services 13,177.47 39,283.21 87,200.00 3,256.87 8,868.81 28,800.00 116,000.00 67,847.98 64 Utilities 98.12 275.74 700.00 32.59 108.71 300.00 1,000.00 615.55 65 Professional Development 3,016.74 4,189.02 39,200.00 754.18 969.12 16,800.00 56,000.00 50,841.86 67 Other 8,382.81 652,852.75 860,700.00 2,095.72 163,213.28 160,300.00 1,021,000.00 204,933.97 Program: 2100 - Human Resources Total: 60,333.88 877,127.84 1,322,400.00 11,895.49 221,815.48 349,600.00 1,672,000.00 573,056.68 Month Ended December 31, 2021 Unaudited Program Expense Detail Budget-to-Actual WATER WASTEWATER DISTRICT WIDE Page 4 of 8 AMENDED AMENDED AMENDED REMAINING MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET Month Ended December 31, 2021 Unaudited Program Expense Detail Budget-to-Actual WATER WASTEWATER DISTRICT WIDE Program: 2200 - Public Affairs - -- - 51 Labor 30,166.97 175,942.44 398,400.00 12,057.75 68,215.96 170,600.00 569,000.00 324,841.60 52 Temporary Labor - - - --- -- 53 Overtime 1,165.31 1,456.61 11,900.00 499.41 624.26 5,100.00 17,000.00 14,919.13 56 Benefits 7,567.29 79,044.35 185,500.00 3,088.61 54,227.15 79,500.00 265,000.00 131,728.50 62 Materials and Supplies 903.21 5,846.56 105,700.00 2,713.39 10,138.08 45,300.00 151,000.00 135,015.36 63 Contract Services 16,143.72 205,868.35 583,400.00 12,724.14 63,013.69 178,600.00 762,000.00 493,117.96 64 Utilities 297.99 1,139.78 29,400.00 203.65 1,443.01 12,600.00 42,000.00 39,417.21 65 Professional Development 702.39 1,058.68 26,600.00 301.02 453.72 11,400.00 38,000.00 36,487.60 Program: 2200 - Public Affairs Total:56,946.88 470,356.77 1,340,900.00 31,587.97 198,115.87 503,100.00 1,844,000.00 1,175,527.36 Program: 2300 - Conservation - -- - 51 Labor 10,228.15 62,450.53 111,000.00 --- 111,000.00 48,549.47 52 Temporary Labor - - - --- -- 53 Overtime - 145.62 7,000.00 --- 7,000.00 6,854.38 56 Benefits 3,004.65 18,114.82 40,000.00 --- 40,000.00 21,885.18 62 Materials and Supplies 7,500.66 69,413.27 176,000.00 --- 176,000.00 106,586.73 63 Contract Services 2,775.50 24,851.56 213,000.00 --- 213,000.00 188,148.44 64 Utilities 82.62 265.84 26,000.00 --- 26,000.00 25,734.16 65 Professional Development 3,800.00 3,957.96 41,000.00 --- 41,000.00 37,042.04 Program: 2300 - Conservation Total:27,391.58 179,199.60 614,000.00 --- 614,000.00 434,800.40 Program: 3000 - Finance - -- - 51 Labor 33,547.25 245,809.23 519,400.00 14,377.36 101,233.12 222,600.00 742,000.00 394,957.65 52 Temporary Labor - - - --- -- 53 Overtime 1,724.64 6,243.55 9,100.00 739.14 2,592.07 3,900.00 13,000.00 4,164.38 56 Benefits 13,007.56 183,717.20 263,050.00 4,671.92 77,792.16 111,950.00 375,000.00 113,490.64 62 Materials and Supplies 569.71 2,305.63 7,700.00 244.15 988.11 3,300.00 11,000.00 7,706.26 63 Contract Services 14,635.41 44,093.83 67,200.00 6,256.87 18,689.17 28,800.00 96,000.00 33,217.00 64 Utilities 205.08 931.77 2,800.00 87.89 399.34 1,200.00 4,000.00 2,668.89 65 Professional Development 456.25 6,248.56 20,300.00 195.53 2,677.97 8,700.00 29,000.00 20,073.47 67 Other - - 700.00 --300.00 1,000.00 1,000.00 Program: 3000 - Finance Total:64,145.90 489,349.77 890,250.00 26,572.86 204,371.94 380,750.00 1,271,000.00 577,278.29 Program: 3200 - Information Technology - -- - 51 Labor 14,590.74 86,830.52 256,200.00 11,463.66 66,536.54 109,800.00 366,000.00 212,632.94 52 Temporary Labor - - - --- -- 53 Overtime - - - --- -- 56 Benefits 3,426.63 37,599.67 139,300.00 2,901.86 24,234.90 59,700.00 199,000.00 137,165.43 62 Materials and Supplies 5,569.93 22,002.10 32,200.00 2,387.13 9,429.46 13,800.00 46,000.00 14,568.44 63 Contract Services 45,600.31 135,296.39 454,900.00 19,542.98 57,984.18 152,100.00 607,000.00 413,719.43 64 Utilities 1,636.07 4,523.57 4,900.00 701.17 1,938.67 2,100.00 7,000.00 537.76 65 Professional Development 91.00 1,560.30 8,400.00 39.00 668.70 3,600.00 12,000.00 9,771.00 Program: 3200 - Information Technology Total:70,914.68 287,812.55 895,900.00 37,035.80 160,792.45 341,100.00 1,237,000.00 788,395.00 Page 5 of 8 AMENDED AMENDED AMENDED REMAINING MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET Month Ended December 31, 2021 Unaudited Program Expense Detail Budget-to-Actual WATER WASTEWATER DISTRICT WIDE Program: 3300 - Customer Service - -- - 51 Labor 19,708.81 116,294.15 277,100.00 12,422.39 71,564.91 195,900.00 473,000.00 285,140.94 52 Temporary Labor - - - --- -- 53 Overtime 1,787.13 6,171.52 4,900.00 1,217.20 4,375.51 2,100.00 7,000.00 (3,547.03) 56 Benefits 8,349.62 121,113.19 221,600.00 5,012.57 59,813.90 59,400.00 281,000.00 100,072.91 62 Materials and Supplies 144.06 1,199.96 6,300.00 61.74 514.28 2,700.00 9,000.00 7,285.76 63 Contract Services 25,230.48 153,970.27 379,400.00 9,181.58 64,355.80 112,600.00 492,000.00 273,673.93 64 Utilities 11,143.94 44,257.28 115,100.00 4,775.97 18,967.39 45,900.00 161,000.00 97,775.33 65 Professional Development 7,343.00 7,684.57 13,200.00 3,147.00 3,147.00 4,800.00 18,000.00 7,168.43 67 Other 39.34 1,823.20 4,800.00 -3.49 1,200.00 6,000.00 4,173.31 Program: 3300 - Customer Service Total:73,746.38 452,514.14 1,022,400.00 35,818.45 222,742.28 424,600.00 1,447,000.00 771,743.58 Program: 3400 - Meter Service - -- - 51 Labor 11,510.26 69,374.27 204,000.00 --- 204,000.00 134,625.73 53 Overtime - 506.30 6,000.00 --- 6,000.00 5,493.70 56 Benefits 4,955.41 48,647.09 96,000.00 -15.93 - 96,000.00 47,336.98 62 Materials and Supplies 8.18 10,878.96 5,000.00 -61.42 - 5,000.00 (5,940.38) 63 Contract Services 3,303.30 3,900.90 8,000.00 -29.82 - 8,000.00 4,069.28 64 Utilities 220.28 768.56 2,000.00 --- 2,000.00 1,231.44 65 Professional Development - - - --- -- Program: 3400 - Meter Service Total:19,997.43 134,076.08 321,000.00 -107.17 - 321,000.00 186,816.75 Program: 4000 - Engineering - -- - 51 Labor 28,329.65 211,390.10 466,200.00 12,141.23 86,348.43 199,800.00 666,000.00 368,261.47 52 Temporary Labor - - - --- -- 53 Overtime - - 2,100.00 --900.00 3,000.00 3,000.00 56 Benefits 8,215.91 147,576.93 130,200.00 3,520.98 63,139.80 55,800.00 186,000.00 (24,716.73) 62 Materials and Supplies 341.09 995.61 15,400.00 146.19 426.71 6,600.00 22,000.00 20,577.68 63 Contract Services 2,474.00 13,970.18 343,000.00 189.00 3,494.33 147,000.00 490,000.00 472,535.49 64 Utilities 332.74 15,597.01 137,900.00 17,976.60 26,957.00 59,100.00 197,000.00 154,445.99 65 Professional Development 2,919.81 4,646.31 19,600.00 1,251.35 1,428.85 8,400.00 28,000.00 21,924.84 Program: 4000 - Engineering Total:42,613.20 394,176.14 1,114,400.00 35,225.35 181,795.12 477,600.00 1,592,000.00 1,016,028.74 Program: 5000 - Water Production - -- - 51 Labor 57,751.26 348,887.27 732,000.00 --- 732,000.00 383,112.73 53 Overtime 6,897.77 34,744.94 22,000.00 --- 22,000.00 (12,744.94) 54 Standby 1,160.00 7,109.47 15,000.00 --- 15,000.00 7,890.53 56 Benefits 17,663.68 284,722.71 406,000.00 --- 406,000.00 121,277.29 61 Water Supply - 494,640.69 768,000.00 --- 768,000.00 273,359.31 62 Materials and Supplies 11,360.14 108,786.81 335,000.00 --- 335,000.00 226,213.19 63 Contract Services 21,093.56 379,054.18 386,000.00 --- 386,000.00 6,945.82 64 Utilities 572,461.34 1,229,345.49 1,864,000.00 --- 1,864,000.00 634,654.51 65 Professional Development 250.00 1,234.94 11,000.00 --- 11,000.00 9,765.06 Program: 5000 - Water Production Total:688,637.75 2,888,526.50 4,539,000.00 --- 4,539,000.00 1,650,473.50 Page 6 of 8 AMENDED AMENDED AMENDED REMAINING MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET Month Ended December 31, 2021 Unaudited Program Expense Detail Budget-to-Actual WATER WASTEWATER DISTRICT WIDE Program: 5100 - Water Treatment - - - - 51 Labor 19,921.88 123,780.31 243,000.00 - - - 243,000.00 119,219.69 53 Overtime 2,352.68 19,677.99 39,000.00 - - - 39,000.00 19,322.01 56 Benefits 7,103.96 100,131.03 147,000.00 - - - 147,000.00 46,868.97 62 Materials and Supplies 62,065.56 215,928.09 170,000.00 - - - 170,000.00 (45,928.09) 63 Contract Services 362.25 27,942.28 149,000.00 - - - 149,000.00 121,057.72 64 Utilities 16,807.70 114,144.15 152,000.00 - - - 152,000.00 37,855.85 Program: 5100 - Water Treatment Total: 108,614.03 601,603.85 900,000.00 - - - 900,000.00 298,396.15 Program: 5200 - Water Quality - - - - 51 Labor 15,724.80 92,822.97 216,000.00 - - - 216,000.00 123,177.03 53 Overtime 281.64 281.64 12,000.00 - - - 12,000.00 11,718.36 56 Benefits 4,114.26 97,705.16 100,000.00 - - - 100,000.00 2,294.84 62 Materials and Supplies 5,692.77 16,497.07 18,000.00 - - - 18,000.00 1,502.93 63 Contract Services 8,457.38 40,400.02 167,000.00 - - - 167,000.00 126,599.98 64 Utilities - - 2,000.00 - - - 2,000.00 2,000.00 65 Professional Development - 246.28 6,000.00 - - - 6,000.00 5,753.72 Program: 5200 - Water Quality Total: 34,270.85 247,953.14 521,000.00 - - - 521,000.00 273,046.86 Program: 6000 - Field Maintenance Administration - - - - 51 Labor 14,256.02 84,755.52 180,000.00 1,570.98 8,991.05 20,000.00 200,000.00 106,253.43 52 Temporary Labor - - - - - - - - 53 Overtime - - 1,800.00 - - 200.00 2,000.00 2,000.00 54 Standby 1,824.00 9,611.40 18,000.00 176.00 1,119.76 2,000.00 20,000.00 9,268.84 56 Benefits 5,222.64 158,651.36 116,100.00 570.00 8,469.66 12,900.00 129,000.00 (38,121.02) 62 Materials and Supplies 1,116.74 1,372.01 2,700.00 10.71 39.07 300.00 3,000.00 1,588.92 63 Contract Services 387.04 1,379.49 900.00 43.01 153.28 100.00 1,000.00 (532.77) 64 Utilities 5,090.56 15,197.58 36,900.00 565.62 1,688.62 4,100.00 41,000.00 24,113.80 65 Professional Development 254.41 743.08 21,600.00 16.60 26.65 2,400.00 24,000.00 23,230.27 Program: 6000 - Field Maintenance Administration Total: 28,151.41 271,710.44 378,000.00 2,952.92 20,488.09 42,000.00 420,000.00 127,801.47 Program: 6100 - Water Maintenance - - - - 51 Labor 83,942.85 505,101.50 957,000.00 - - - 957,000.00 451,898.50 53 Overtime 18,286.09 129,853.40 219,000.00 - - - 219,000.00 89,146.60 56 Benefits 31,178.86 196,350.34 544,000.00 - - - 544,000.00 347,649.66 62 Materials and Supplies 52,034.20 451,270.20 301,000.00 - - - 301,000.00 (150,270.20) 63 Contract Services 2,145.74 219,810.43 637,000.00 - - - 637,000.00 417,189.57 64 Utilities - 1,890.00 - - - - - (1,890.00) Program: 6100 - Water Maintenance Total: 187,587.74 1,504,275.87 2,658,000.00 - - - 2,658,000.00 1,153,724.13 Program: 6200 - Wastewater Maintenance - - - - 51 Labor - - - 25,858.76 152,058.43 982,000.00 982,000.00 829,941.57 53 Overtime - - - 956.06 1,621.10 12,000.00 12,000.00 10,378.90 56 Benefits - - - 10,985.45 101,042.60 496,000.00 496,000.00 394,957.40 62 Materials and Supplies - - - 2.46 6,812.97 224,000.00 224,000.00 217,187.03 Wastewater Treatment - - - 703,542.83 4,452,876.25 7,610,000.00 7,610,000.00 3,157,123.75 63 Contract Services - - - 67.00 53,788.33 892,000.00 892,000.00 838,211.67 Program: 6200 - Wastewater Maintenance Total: - - - 741,412.56 4,768,199.68 10,216,000.00 10,216,000.00 5,447,800.32 Page 7 of 8 AMENDED AMENDED AMENDED REMAINING MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET Month Ended December 31, 2021 Unaudited Program Expense Detail Budget-to-Actual WATER WASTEWATER DISTRICT WIDE Program: 7000 - Facilities Maintenance - -- - 51 Labor 11,114.99 66,864.54 130,500.00 3,011.77 17,295.91 43,500.00 174,000.00 89,839.55 53 Overtime 1,012.03 4,804.51 16,500.00 253.01 1,201.13 5,500.00 22,000.00 15,994.36 56 Benefits 4,359.58 44,598.47 76,500.00 1,152.04 15,258.51 25,500.00 102,000.00 42,143.02 62 Materials and Supplies 2,946.29 23,055.36 51,250.00 672.33 4,846.43 11,750.00 63,000.00 35,098.21 63 Contract Services 76,859.06 318,826.02 574,500.00 5,344.28 30,236.31 120,500.00 695,000.00 345,937.67 64 Utilities 29,696.18 93,163.79 121,750.00 6,629.47 20,449.22 37,250.00 159,000.00 45,386.99 65 Professional Development - - 750.00 --250.00 1,000.00 1,000.00 Program: 7000 - Facilities Maintenance Total:125,988.13 551,312.69 971,750.00 17,062.90 89,287.51 244,250.00 1,216,000.00 575,399.80 - - Program: 7100 - Fleet Maintenance - -- - 51 Labor 5,932.48 36,247.69 81,900.00 659.16 3,872.12 9,100.00 91,000.00 50,880.19 53 Overtime 111.24 194.67 2,700.00 12.36 21.63 300.00 3,000.00 2,783.70 56 Benefits 1,957.90 31,985.35 47,700.00 217.53 3,552.23 5,300.00 53,000.00 17,462.42 62 Materials and Supplies 8,261.86 63,628.56 32,400.00 1,931.96 16,160.71 3,600.00 36,000.00 (43,789.27) 63 Contract Services 61,102.35 135,879.59 216,000.00 1,620.89 5,397.68 24,000.00 240,000.00 98,722.73 64 Utilities 10,315.82 64,876.88 122,400.00 1,146.20 7,208.54 13,600.00 136,000.00 63,914.58 65 Professional Development - - 3,600.00 --400.00 4,000.00 4,000.00 Program: 7100 - Fleet Maintenance Total:87,681.65 332,812.74 506,700.00 5,588.10 36,212.91 56,300.00 563,000.00 193,974.35 - - Program: 8000 - Capital -- - 71 -Debt Service - 1,482,343.01 3,082,000.00 -220,251.00 270,000.00 3,352,000.00 1,649,405.99 81 -Capital Improvement 123,872.30 329,059.38 3,712,000.00 173,933.45 478,704.66 217,000.00 3,929,000.00 3,121,235.96 82 -Capital Outlay 112,902.16 166,422.97 1,080,000.00 --50,000.00 1,130,000.00 963,577.03 83 -Accounting Income Add back (236,774.46) (495,482.35) - (173,933.45)(478,704.66)- -974,187.01 Program: 8000 - Capital Total:- 1,482,343.01 7,874,000.00 -220,251.00 537,000.00 8,411,000.00 6,708,405.99 Total Surplus (Deficit):385,840.79$ 4,041,927.90$ -$ 121,485.55$ 493,960.82$ -$ -$-$ Page 8 of 8 Agenda Item #2b February 9, 20221 3 1 0 Meeting Date: February 9, 2022 Agenda Item #2b Consent Item Regular Board Meeting TO: Governing Board Members FROM: General Manager/CEO SUBJECT: Approval of January 12, 2022 Regular Board Meeting Minutes RECOMMENDATION Staff recommends that the Board of Directors approve the January 12, 2022 Regular Board Meeting Minutes as submitted. AGENCY GOALS AND OBJECTIVES II - Maintain a Commitment To Sustainability, Transparency, and Accountability B. Utilize Effective Communication Methods REVIEW BY OTHERS This agenda item has been reviewed by Administration. FISCAL IMPACT There is no fiscal impact associated with this agenda item. Recommended by: ________________ John Mura General Manager/CEO Respectfully submitted: ________________ Justine Hendricksen District Clerk ATTACHMENTS January 12, 2022 Regular Board Meeting Minutes Regular Board Meeting Via Teleconference Meeting Date: January 12, 2022 CALL TO ORDER The Chairman of the Board called the meeting to order at 4:31 p.m. ROLL CALL OF BOARD MEMBERS PRESENT Directors: Carrillo, Coats, Goodrich, Morales, Smith ABSENT Directors: None STAFF John Mura, General Manager/CEO; Brian Tompkins, Chief Financial Officer; Jeff Noelte, Director of Engineering and Operations; Kelly Malloy, Director of Strategic Services; Rocky Welborn, Water Reclamation Manager; William Ringland, Conservation/Public Affairs Manager; Justine Hendricksen, District Clerk; Shayla Antrim, Sr. Administrative LEGAL COUNSEL Jean Cihigoyenetche GUESTS Members of the public Draft pending approval PUBLIC COMMENTS Chairman Goodrich declared the public participation section of the meeting open at 4:32 p.m. There being no written or verbal comments, the public participation section was closed. 1.APPROVAL OF AGENDA a.Approval of Agenda A motion was made by Director Coats, seconded by Vice Chairman Morales, that the Board approve the agenda as submitted. The motion carried by the following roll call vote: Ayes: Morales, Coats, Goodrich, Morales, Smith Noes: None Absent: None RECESS INTO CLOSED SESSION The Board entered into Closed Session at 4:33 p.m. as provided in the Ralph M. Brown Act Government Code Section 54956.9(d)(1) to discuss the item listed on the agenda. RECONVENE THE MEETING The Board reconvened the meeting at 5:30 p.m. PLEDGE OF ALLEGIANCE Director Smith led the flag salute. ROLL CALL OF BOARD MEMBERS Directors: Carrillo, Coats, Goodrich, Morales, Smith ABSENT Directors: None 2.ANNOUNCEMENT OF CLOSED SESSION ACTIONS With respect to Item #2a: Legal Counsel stated that no reportable action was taken. With respect to Item #2b: Legal Counsel stated that no reportable action was taken. PUBLIC COMMENTS Chairman Goodrich declared the public participation section of the meeting open at 5:32 p.m. There being no written or verbal comments, the public participation section was closed. 3.APPROVAL OF CONSENT CALENDAR a.Approval of November 10, 2021 Regular Board Meeting Minutes b.Approval of Directors’ fees and expenses for December 2021 c.Financial Statements for November 2021 d.November 2021 Disbursements: Accounts payable disbursements for the period include check numbers 258597 through 258708, bank drafts, and ACH payments in the amount of $5,924,079.71 and $437,529.66 for payroll e.Adopt 2022 Internal Revenue Service (IRS) Standard Mileage Rate f.Adoption of Resolution 2022.01 – Findings and Determinations Regarding Teleconference Meetings g.Approval of December 8, 2021 Regular Board Meeting Minutes A motion was made by Director Carrillo, seconded by Vice Chairman Morales, that the Board approve the Consent Calendar items as submitted. The motion carried by the following roll call vote: Ayes: Coats, Goodrich, Carrillo, Morales, Smith Noes: None Absent: None 4.INFORMATIONAL ITEMS a.Succession Planning Ad-Hoc Committee Update Chairman Goodrich provided a Succession Planning Ad-Hoc Committee update. He provided background information on the formation of the committee. Updates included but were not limited to: an updated recruitment timeline, a Request for Proposal seeking a recruitment firm, General Manager/CEO retirement information and recruitment timeline, and next steps in the recruitment process. Chairman Goodrich stated that the Committee will continue to provide updates to the Board and anticipates concluding over the summer. For information only. 5.DISCUSSION AND POSSIBLE ACTION ITEMS a.Consider Materials Testing and Inspection Services Contract Amendment for the Sterling Natural Resource Center (SNRC) The Director of Engineering and Operations provided information regarding a contract amendment with Group Delta Consultants for Material Testing and Inspection Services for the Sterling Natural Resource Center. He described details of the additional scope of work that will be required relating to the emergency storage basins, boundary wall foundations and wall grouting, off-site improvements, and elements of the treatment plant that go beyond the original scope of work. He also noted that the requested not- to-exceed amount of $365,400 includes a 10% contingency. A motion was made by Director Smith, seconded by Vice Chairman Morales, that the Board authorize the General Manager/CEO to execute a contract amendment with Group Delta Consultants to provide Material Testing and Inspection Services for the Sterling Natural Resource Center for a not-to-exceed amount of $365,400 as submitted. The motion carried by the following roll call vote: Ayes: Coats, Goodrich, Carrillo, Morales, Smith Noes: None Absent: None b.Consider Sterling Natural Resource Center – Third Amendment to the Regional Recycled Water Facilities Reimbursement Agreement The Director of Engineering and Operations provided background information on the San Bernardino Valley Municipal Water District’s (Valley District) Regional Recycled Water Facilities Reimbursement program and how it relates to the Sterling Natural Resource Center and Weaver Basin. He stated that now that the design and planning of the Weaver Basins and associated pipeline is essentially complete and construction cost estimates are available, Valley District approved the Third Amendment to the Reimbursement Agreement on January 4, 2022, and provide additional details of the agreement as it relates the East Valley Water District. A motion was made by Vice Chairman Morales, seconded by Director Coats, that the Board authorize the General Manager/CEO to execute the Third Amendment to the Regional Recycled Water Facilities Reimbursement Agreement with San Bernardino Valley Municipal Water District as submitted. The motion carried by the following roll call vote: Ayes: Morales, Goodrich, Carrillo, Coats, Smith Noes: None Absent: None 6.REPORTS a.Board of Directors’ Reports Director Smith reported on the following: January 12 he participated in the San Bernardino Valley Water Conservation District Board meeting with nothing to report and met with the General Manager/CEO to discuss District business. Director Carrillo reported on the following: January 19 the General Manager/CEO provided him a District update and they reviewed the agenda; and January 11 he participated in the Inland Action meeting with nothing to report. Director Coats reported on the following: January 4 he discussed District business with the General Manager/CEO and also participated in the San Bernardino Valley Municipal Water District Board meeting where they approved the third amendment to the Recycled Water Agreement; January 11 he discussed District business with the General Manager/CEO and reviewed the agenda; and January 11 he participated in the San Bernardino Valley Municipal Water District’s Engineering Workshop. Vice Chairman Morales reported on the following: January 6 he reviewed the agenda with the General Manager/CEO; January 7 he participated in the Association of California Water Agencies’ first legislative state meeting of the year; and January 10 he participated in a meeting to discuss District partnerships. Chairman Goodrich reported on the following: January 6 he reviewed the agenda with the General Manager/CEO; and January 10 he discussed District business with the General Manager/CEO. Information only. b.General Manager/CEO Report The General Manager/CEO informed the Board that the California Department of Public Health has extended a mandate requiring masks to be worn in all indoor public settings, regardless of vaccine status through February 15, 2022. East Valley Water District is following state guidelines by requiring staff and customers to wear a mask while conducting business at the District’s office. The General Manager/CEO announced that in-person Board meetings are being postponed until at least February due to the recent outbreak. He thanked everyone for their support during these challenging times. The General Manager/CEO stated that in observance of the holiday, the District’s office and customer service lines will be closed Monday, January 17, 2022. Information only. c.Legal Counsel Report No report at this time. d.Board of Directors’ Comments Director Coats asked that everyone remain safe. Director Smith thanked those that prepared for this evening’s Board meeting. Vice Chairman Morales thanked District staff and the Employee Events Association for their donations to the Loma Linda Veterans and for their generosity. Chairman Goodrich stated that he reviewed Representative and Committee assignments with Vice Chairman Morales and announced the new Representative and Committee assignments. ADJOURN Chairman Goodrich adjourned the meeting at 5:57 p.m. Phillip R. Goodrich, Board President John Mura, Secretary Agenda Item #2c February 9, 20221 3 1 2 Meeting Date: February 9, 2022 Agenda Item #2c Consent Item Regular Board Meeting TO: Governing Board Members FROM: General Manager/CEO SUBJECT: Approval of January 26, 2022 Regular Board Meeting Minutes RECOMMENDATION Staff recommends that the Board of Directors approve the January 26, 2022 Regular Board Meeting Minutes as submitted. AGENCY GOALS AND OBJECTIVES II - Maintain a Commitment To Sustainability, Transparency, and Accountability B. Utilize Effective Communication Methods REVIEW BY OTHERS This agenda item has been reviewed by Administration. FISCAL IMPACT There is no fiscal impact associated with this agenda item. Recommended by: ________________ John Mura General Manager/CEO Respectfully submitted: ________________ Justine Hendricksen District Clerk ATTACHMENTS January 26, 2022 Regular Board Meeting Minutes Regular Board Meeting Via Teleconference Meeting Date: January 26, 2022 CALL TO ORDER The Chairman of the Board called the meeting to order at 4:31 p.m. ROLL CALL OF BOARD MEMBERS PRESENT Directors: Carrillo, Coats, Goodrich, Morales, Smith ABSENT Directors: None STAFF John Mura, General Manager/CEO; Brian Tompkins, Chief Financial Officer; Jeff Noelte, Director of Engineering and Operations; Kelly Malloy, Director of Strategic Services; Pat Milroy, Operations Manager; Rocky Welborn, Water Reclamation Manager; Justine Hendricksen, District Clerk; Shayla Antrim, Sr. Administrative LEGAL COUNSEL Jean Cihigoyenetche GUESTS Members of the public Draft pending approval PUBLIC COMMENTS Chairman Goodrich declared the public participation section of the meeting open at 4:32 p.m. There being no written or verbal comments, the public participation section was closed. 1.APPROVAL OF AGENDA a.Approval of Agenda A motion was made by Director Coats, seconded by Vice Chairman Morales, that the Board approve the January 26, 2022 agenda as submitted. The motion carried by the following roll call vote: Ayes: Morales, Coats, Goodrich, Morales, Smith Noes: None Absent: None RECESS INTO CLOSED SESSION The Board entered into Closed Session at 4:33 p.m. as provided in the Ralph M. Brown Act Government Code Section 54956.8 to discuss the items listed on the agenda. RECONVENE THE MEETING The Board reconvened the meeting at 5:30 p.m. PLEDGE OF ALLEGIANCE Director Coats led the flag salute. ROLL CALL OF BOARD MEMBERS Directors: Carrillo, Coats, Goodrich, Morales, Smith ABSENT Directors: None 2.ANNOUNCEMENT OF CLOSED SESSION ACTIONS With respect to Item #2a: Legal Counsel stated that no reportable action was taken. With respect to Item #2b: Legal Counsel stated that no reportable action was taken. PUBLIC COMMENTS Chairman Goodrich declared the public participation section of the meeting open at 5:32 p.m. There being no written or verbal comments, the public participation section was closed. 3.APPROVAL OF CONSENT CALENDAR a.Approval of December 15, 2021 Special Board Meeting Minutes b.Approve Investment Report for Quarter Ended December 31, 2021 c.December 2021 Disbursements: Accounts payable disbursements for the period include check numbers 258709 through 258871, bank drafts, and ACH payments in the amount of $9,655,767.02 and $446,109.72 for payroll A motion was made by Director Smith, seconded by Vice Chairman Morales, that the Board approve the Consent Calendar items as submitted. The motion carried by the following roll call vote: Ayes: Coats, Goodrich, Carrillo, Morales, Smith Noes: None Absent: None 4.INFORMATIONAL ITEMS a.5-Year Work Plan Update The Director of Strategic Services reviewed key elements of the District’s 2022 Five- Year Work Plan. She provided background information on the development of the Plan, minor adjustments to the Plan, and key highlights of 2021 accomplishments. She stated that during a series of meetings with staff and the Community Advisory Commission, an updated Five-Year Work Plan has been prepared. She stated that the District anticipates a high level of activity throughout the organization in 2022 and that upon approval of the Plan, it will be incorporated into District-wide goals assigned to the General Manager/CEO. For information only. b.Customer Arrearage Update The Director of Strategic Services provided details on two programs that provide payment assistance (relief) for customers in arrearages on their bills due to financial hardship: San Bernardino County Rent Relief Partnership and the California Water and Wastewater Arrearage Payment Program. She described the pros and cons of each program. She stated that 12% of customer accounts were past due at the height of the Covid-19 pandemic and provided details on how District customers have benefited from each program. She added that the California disconnection moratorium expired January 1, 2022 and that staff will be proactive in informing customers that disconnections will continue. For information only. 5.REPORTS a.Board of Directors’ Reports Director Smith reported on the following: January 21 he participated in the Local Agency Formation Commission meeting with nothing to report; January 25 he participated in the Highland Chamber of Commerce monthly meeting; and January 26 he discussed District business with the General Manager/CEO. Director Carrillo reported on the following: January 18 the General Manager/CEO provided him a District update; January 19 he participated in the City of San Bernardino City Council meeting; January 21 he discussed District business and reviewed the agenda with the General Manager/CEO; and January 25 he participated in the Inland Action meeting. Director Coats reported on the following: January 17 he participated in the Association of San Bernardino County Special Districts Board meeting; January 18 he participated in the San Bernardino Valley Municipal Water District Board meeting where they discussed the effect of recent rains on the reservoirs; January 18 he discussed District business with the General Manager/CEO; January 24 he attended the Association of San Bernardino County Special Districts monthly membership meeting where San Bernardino County Tax Collector Ensen Mason was the speaker; January 25 he participated in the San Bernardino Board of Water Commissioners meeting where they discussed a third party vendor that has offered to provide an insurance policy to customers for their lateral connections; January 25 he participated in the Highland Chamber of Commerce monthly meeting where a speaker discussed workforce development; and January 25 he discussed District business and reviewed the agenda with the General Manager/CEO. Vice Chairman Morales reported on the following: January 13 he participated in San Bernardino Valley Municipal Water District’s Policy Committee meeting where they provided a legislative update; January 14 he participated in the East Valley Association of Realtors meeting; January 18 he participated in the San Bernardino Valley Municipal Water District Board meeting; January 19 he discussed District business with the General Manager/CEO; January 20 he participated in a meeting with the General Manager/CEO to discuss the agenda; and January 21 he participated in the Association of California Water Agencies (ACWA) Region 9 meeting where they discussed upcoming sessions and he was selected as the alternate Chair for ACWA Region 9 Board. Chairman Goodrich reported on the following: January 20 he reviewed the agenda with the General Manager/CEO; January 24 he participated in the Engineering & Operations Committee meeting; and January 24 he attended the Association of San Bernardino County Special Districts monthly membership meeting. Information only. b.General Manager/CEO Report The General Manager/CEO reported on the following: The District is working in partnership with San Bernardino Valley Municipal Water District to construct a new groundwater recharge facility for water produced from the Sterling Natural Resource Center and the City of San Bernardino Water Department. The facility is currently being constructed on Greenspot Road near Weaver Street in Highland and is anticipated to be completed in July 2022. A Groundbreaking Ceremony will be held February 25. January 29 he will be participating in the San Bernardino County Academic Decathlon, where he will be judging speeches regarding “Water: a most essential resource”. The Highland YMCA Run event is this Sunday, January 30; and the District will be providing the hydrant drinking fountain and complimentary water bottles for participants. The General Manager/CEO commended the Director of Administrative Services and the Human Resources Coordinator for meeting regulatory obligations during the pandemic and for the level of trust and respect held with employees. The General Manager/CEO praised the Chief Financial Officer and Finance staff for their hard work with the Arrearage Program and for keeping the District financially afloat. The General Manager/CEO stated that due to the growing concerns regarding COVID- 19 and its variants, District offices have closed to the public until further notice. Customers may continue making payments online, by phone, at any 7-Eleven store, at the kiosk located outside of the District’s office, and by mail. He added that Customer Service lines will remain open. Information only. c.Legal Counsel Report No report at this time. d.Board of Directors’ Comments Director Coats asked that everyone remain safe. Vice Chairman Morales commended District staff for the social media outreach efforts regarding the information on the Weaver Basin. ADJOURN Chairman Goodrich adjourned the meeting at 6:23 p.m. Phillip R. Goodrich, Board President John Mura, Secretary Agenda Item #2d February 9, 20221 3 1 1 Meeting Date: February 9, 2022 Agenda Item #2d Consent Item Regular Board Meeting TO: Governing Board Members FROM: General Manager/CEO SUBJECT: Approval of Directors' Fees and Expenses for January 2022 RECOMMENDATION Staff recommends that the Board of Directors approve the Governing Board Members' Fees and Expenses for January 2022. BACKGROUND / ANALYSIS The Board has instructed staff to list all director fees and expenses as a separate agenda item to show full fiscal transparency. Only after Board review and approval will the compensation and expenses be paid. AGENCY GOALS AND OBJECTIVES II - Maintain a Commitment To Sustainability, Transparency, and Accountability A. Practice Transparent and Accountable Fiscal Management REVIEW BY OTHERS This agenda item has been reviewed by Administration. FISCAL IMPACT This fiscal impact associated with this agenda item is $6,680.42, which is included in the current fiscal year budget. Recommended by: ________________ John Mura General Manager/CEO Respectfully submitted: ________________ Justine Hendricksen District Clerk Agenda Item #2d February 9, 20222 3 1 1 Meeting Date: February 9, 2022 Agenda Item #2d Consent Item ATTACHMENTS Director Expense Reports for January 2022 Name: Month / Year:2022 Meeting No.Stipend Written Oral 1 1 /10 175 2 1 /11 175 3 1 /12 175 4 1 /18 175 5 1 /19 175 6 1 /21 175 7 1 /25 175 8 1 /26 175 9 10 11 12 13 14 15 16 17 18 19 20 Meetings 0.585/mi No. 1 2 3 4 5 6 7 8 9 10 Subtotal TOTAL PAYMENT Date of Approval Chris Carrillo January / 0.00 X ( 8 ) Report Provided Subtotal Meetings' Stipend Mileage Administration Signature I certify that the above is correct and accurate to the best of my knowledge. Chris Carrillo Date Meeting / Event Description Date Meeting with General Manager/CEO or Designee Inland Action Regular Board Meeting $1,400.00 $1,400.00 $0.00 Reimbursement Mileage Miscellaneous Reimbursement Description Meeting with General Manager/CEO or Designee City of San Bernardino Council Meeting Meeting with General Manager/CEO or Designee Inland Action Regular Board Meeting Expense Type $0.00 DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET 1 Name: Month / Year:2022 1 2 3 4 5 Event Description:City of San Bernardino Council Meeting Brief Description of Meeting/Event Value to EVWD Attended virtual San Bernardino City Council meeting. Brief Description of Meeting/Event Value to EVWD Attended regularly scheduled board meeting. Meeting Date:1 / 18 / 2022 Event Description:Meeting with General Manager/CEO or Designee Brief Description of Meeting/Event Value to EVWD Call with CEO Mura to discuss district business. Meeting Date:1 / 19 / 2022 Meeting Date:1 / 11 / 2022 Event Description:Inland Action Brief Description of Meeting/Event Value to EVWD Meeting Date:1 / 12 / 2022 Event Description:Regular Board Meeting Attended Zoom Inland Action meeting. Chris Carrillo January / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. Meeting Date: Event Description: Call with CEO Mura to discuss district business. 1 / 10 / 2022 Meeting with General Manager/CEO or Designee Brief Description of Meeting/Event Value to EVWD DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 2 Name: Month / Year:2022 6 7 8 9 10 Chris Carrillo January / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. Meeting Date: Event Description: Brief Description of Meeting/Event Value to EVWD Event Description:Regular Board Meeting Brief Description of Meeting/Event Value to EVWD Attended regularly scheduled board meeting. Meeting Date: Event Description: Brief Description of Meeting/Event Value to EVWD Call with CEO Mura to discuss district business. Meeting Date:1 / 25 / 2022 Event Description:Inland Action Brief Description of Meeting/Event Value to EVWD Attended Zoom Inland Action meeting. Meeting Date:1 / 26 / 2022 Meeting Date:1 / 21 / 2022 Event Description:Meeting with General Manager/CEO or Designee Brief Description of Meeting/Event Value to EVWD DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 3 Name: Month / Year:2022 Meeting No.Stipend Written Oral 1 1 /04 0 2 1 /04 175 3 1 /11 175 4 1 /11 0 5 1 /12 175 6 1 /17 175 7 1 /18 0 8 1 /18 175 9 1 /24 0 10 1 /24 175 11 1 /25 175 12 1 /25 0 13 1 /25 0 14 1 /26 175 15 1 /27 175 16 17 18 19 20 Meetings 0.585/mi No. 1 2 3 4 5 6 7 8 9 10 Subtotal TOTAL PAYMENT Date of Approval $0.00 Mileage Miscellaneous Reimbursement Description ASBCSD San Bernardino Board of Water Commissioners Highland Chamber of Commerce Meeting with General Manager/CEO or Designee San Bernardino Valley MWD/Engineering Workshop Regular Board Meeting ASBCSD Board Meeting San Bernardino Valley MWD Meeting with General Manager/CEO or Designee Expense Type $1,575.00 $30.42 Reimbursement Administration Signature I certify that the above is correct and accurate to the best of my knowledge. Ronald L. Coats Date Meeting / Event Description CSDA Committee Meeting Date Meeting with General Manager/CEO or Designee San Bernardino Valley MWD Meeting with General Manager/CEO or Designee $1,605.42 Ronald L. Coats January / 52.00 X ( 9 ) 52.00 Report Provided Subtotal Meetings' Stipend Mileage Regular Board Meeting Engineering & Operations Committee Meeting DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET 1 Name: Month / Year:2022 1 2 3 4 5 Ronald L. Coats January / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. Meeting Date: Event Description: Met with John Mura to discuss district business 1 / 4 / 2022 Meeting with General Manager/CEO or Designee Brief Description of Meeting/Event Value to EVWD Meeting Date:1 / 4 / 2022 Event Description:San Bernardino Valley MWD Brief Description of Meeting/Event Value to EVWD Meeting Date:1 / 11 / 2022 Event Description:Meeting with General Manager/CEO or Designee They approved the third amendment to the reimbursement agreement with EVWD for construction of facilities included in the Regional Recycled Water System; Authorized AECOM for a tunneling feasibility study for the Foothill Pipeline Crossing at City Creek. Brief Description of Meeting/Event Value to EVWD Had a meeting with John Mura to discuss tonight's agenda and other district business Meeting Date:1 / 11 / 2022 Event Description:San Bernardino Valley MWD/Engineering Workshop Brief Description of Meeting/Event Value to EVWD Attended their engineering workshop where they held their first public hearing, of three total, on re-districting their division boundaries Meeting Date:1 / 12 / 2022 Event Description:Regular Board Meeting Brief Description of Meeting/Event Value to EVWD See official board meeting minutes DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 2 Name: Month / Year:2022 6 7 8 9 10 Meeting Date:1 / 17 / 2022 Event Description:ASBCSD Board Meeting Brief Description of Meeting/Event Value to EVWD We held our monthly board meeting to discuss all association business Meeting Date:1 / 18 / 2022 Event Description:San Bernardino Valley MWD Brief Description of Meeting/Event Value to EVWD They approved several consulting agreements; They reported that Lake Oroville has risen from 20 percent to 58 percent full and San Luis Reservoir from 22 percent to 45 percent full from recent rains; State allocation they believe will go from Zero to 10 percent; Valley's net position increased $58.2 million last year to just over $1 Billion dollars Meeting Date:1 / 18 / 2022 Event Description:Meeting with General Manager/CEO or Designee Brief Description of Meeting/Event Value to EVWD Had a meeting with the John Mura to discuss district business and current Covid conditions Meeting Date:1 / 24 / 2022 Event Description:Engineering & Operations Committee Meeting Brief Description of Meeting/Event Value to EVWD Had a report for end of calendar year 2021 operations; On current construction at SNRC; Santa Ana River Water Exchange update and Engineering update for January 2022 Meeting Date:1 / 24 / 2022 Event Description:ASBCSD Brief Description of Meeting/Event Value to EVWD Our guest speaker was Ensen Mason, San Bernardino County Auditor-Controller/Treasurer/Tax Collector Ronald L. Coats January / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 3 Name: Month / Year:2022 11 12 13 14 15 Meeting Date:1 / 25 / 2022 Event Description:San Bernardino Board of Water Commissioners Brief Description of Meeting/Event Value to EVWD They approved offering a third party vendor insurance policy for all of their customers and their lateral connections for sewer and water; They received a $2 Million grant from DWR for phase 1 of their AMI project; They are replacing Digester B and because of EVWD volume will be leaving their facility they will be demolishing Digester A in the near future Meeting Date:1 / 25 / 2022 Event Description:Highland Chamber of Commerce Brief Description of Meeting/Event Value to EVWD Guest speaker was Carmela Giliberto from San Bernardino County Workforce Development Department Meeting Date:1 / 25 / 2022 Event Description:Meeting with General Manager/CEO or Designee Brief Description of Meeting/Event Value to EVWD Had a meeting with John Mura to discuss district business and agenda review Meeting Date:1 / 26 / 2022 Event Description:Regular Board Meeting Brief Description of Meeting/Event Value to EVWD See official board meeting minutes Meeting Date:1 / 27 / 2022 Event Description:CSDA Committee Meeting Brief Description of Meeting/Event Value to EVWD We reviewed the CSDA Bylaws and established 2022 board of directors elections timeline and approved the election materials for Board of Directions elections Ronald L. Coats January / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 4 Name: Month / Year:2022 Meeting No.Stipend Written Oral 1 1 /06 175 2 1 /10 175 3 1 /12 175 4 1 /20 175 5 1 /24 0 6 1 /24 175 7 1 /26 175 8 9 10 11 12 13 14 15 16 17 18 19 20 Meetings 0.585/mi No. 1 2 3 4 5 6 7 8 9 10 Subtotal TOTAL PAYMENT Date of Approval $0.00 Mileage Miscellaneous Reimbursement Description Agenda Review ASBCSD Engineering & Operations Committee Meeting Regular Board Meeting Expense Type $1,050.00 $0.00 Reimbursement Administration Signature I certify that the above is correct and accurate to the best of my knowledge. Phillip R. Goodrich Date Meeting / Event Description Date Agenda Review Meeting with General Manager/CEO or Designee Regular Board Meeting $1,050.00 Phillip R. Goodrich January / 0.00 X ( 6 ) Report Provided Subtotal Meetings' Stipend Mileage DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET 1 Name: Month / Year:2022 1 2 3 4 5 Phillip R. Goodrich January / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. Meeting Date: Event Description: With CEO Mura and Vice Chair for review of current agenda 1 / 6 / 2022 Agenda Review Brief Description of Meeting/Event Value to EVWD Meeting Date:1 / 10 / 2022 Event Description:Meeting with General Manager/CEO or Designee Brief Description of Meeting/Event Value to EVWD Meeting Date:1 / 12 / 2022 Event Description:Regular Board Meeting Meet with CEO and Vice Chair RE: Board Committee assignments Brief Description of Meeting/Event Value to EVWD Attend Regular board meeting Reference mins. Meeting Date:1 / 20 / 2022 Event Description:Agenda Review Brief Description of Meeting/Event Value to EVWD With CEO and Vice Chair for review of current ageda Meeting Date:1 / 24 / 2022 Event Description:ASBCSD Brief Description of Meeting/Event Value to EVWD Attend local chapter of Special Districts Monthly meeting presentation of Dept. updates from County Tax Collector Ensen Mason DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 2 Name: Month / Year:2022 6 7 8 9 10 Meeting Date:1 / 24 / 2022 Event Description:Engineering & Operations Committee Meeting Brief Description of Meeting/Event Value to EVWD Attend Engineering and Ops Committee meeting Updates on Dept activities Year to Date Meeting Date:1 / 26 / 2022 Event Description:Regular Board Meeting Brief Description of Meeting/Event Value to EVWD Attend Reg. Board meeting Ref. Mins. Meeting Date: Event Description: Brief Description of Meeting/Event Value to EVWD Meeting Date: Event Description: Brief Description of Meeting/Event Value to EVWD Meeting Date: Event Description: Brief Description of Meeting/Event Value to EVWD Phillip R. Goodrich January / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 3 Name: Month / Year:2022 Meeting No.Stipend Written Oral 1 1 /06 175 2 1 /07 175 3 1 /10 0 4 1 /12 175 5 1 /13 175 6 1 /14 175 7 1 /18 175 8 1 /19 175 9 1 /20 175 10 1 /21 175 11 1 /26 175 12 1 /27 0 13 1 /29 0 14 15 16 17 18 19 20 Meetings 0.585/mi No. 1 2 3 4 5 6 7 8 9 10 Subtotal TOTAL PAYMENT Date of Approval $0.00 Mileage Miscellaneous Reimbursement Description Regular Board Meeting ACWA Event ACWA Event San Bernardino Valley MWD East Valley Association of Realtors San Bernardino Valley MWD Meeting with General Manager/CEO or Designee Meeting with General Manager/CEO or Designee Expense Type Meeting with Chairman Reimbursement Administration Signature I certify that the above is correct and accurate to the best of my knowledge. James Morales, Jr. Date Meeting / Event Description Date ACWA Event ACWA Event Regular Board Meeting $1,750.00 $1,750.00 James Morales, Jr.January 0.00 X ( 0 ) Report Provided Subtotal Meetings' Stipend Mileage ACWA Event $0.00 DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET 1 Name: Month / Year:2022 1 2 3 4 5 James Morales, Jr.January / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. Meeting Date: Event Description: Region 9 Legislative Meeting. 1 / 6 / 2022 ACWA Event Brief Description of Meeting/Event Value to EVWD Meeting Date:1 / 7 / 2022 Event Description:ACWA Event Brief Description of Meeting/Event Value to EVWD Meeting Date:1 / 10 / 2022 Event Description:Meeting with Chairman State Legislative Board Meeting. Brief Description of Meeting/Event Value to EVWD Discussed Committee Representative Assignments and District Partnerships. Meeting Date:1 / 12 / 2022 Event Description:Regular Board Meeting Brief Description of Meeting/Event Value to EVWD Please refer to public agenda. Meeting Date:1 / 13 / 2022 Event Description:San Bernardino Valley MWD Brief Description of Meeting/Event Value to EVWD Policy Committee. Board Report Assignment. DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 2 Name: Month / Year:2022 6 7 8 9 10 Meeting Date:1 / 14 / 2022 Event Description:East Valley Association of Realtors Brief Description of Meeting/Event Value to EVWD Legislative Meeting. SNRC, District, and drought update. Meeting Date:1 / 18 / 2022 Event Description:San Bernardino Valley MWD Brief Description of Meeting/Event Value to EVWD Board of Directors Meeting. Board Report Assignment. Meeting Date:1 / 19 / 2022 Event Description:Meeting with General Manager/CEO or Designee Brief Description of Meeting/Event Value to EVWD District and SNRC update. Meeting Date:1 / 20 / 2022 Event Description:Meeting with General Manager/CEO or Designee Brief Description of Meeting/Event Value to EVWD Meeting Agenda update. Meeting Date:1 / 21 / 2022 Event Description:ACWA Event Brief Description of Meeting/Event Value to EVWD Region 9 Board Orientation. James Morales, Jr.January / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 3 Name: Month / Year:2022 11 12 13 14 15 Meeting Date:1 / 26 / 2022 Event Description:Regular Board Meeting Brief Description of Meeting/Event Value to EVWD Please refer to public agenda. Meeting Date:1 / 27 / 2022 Event Description:ACWA Event Brief Description of Meeting/Event Value to EVWD Region 9 Legislative Meeting. Meeting Date:1 / 29 / 2022 Event Description:ACWA Event Brief Description of Meeting/Event Value to EVWD State Legislative Board Meeting. Meeting Date: Event Description: Brief Description of Meeting/Event Value to EVWD Meeting Date: Event Description: Brief Description of Meeting/Event Value to EVWD James Morales, Jr.January / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 4 Name: Month / Year:2022 17 18 19 20 ### Meeting Date: Event Description: Brief Description of Meeting/Event Value to EVWD Meeting Date: #REF! Event Description: Brief Description of Meeting/Event Value to EVWD Meeting Date: Event Description: Brief Description of Meeting/Event Value to EVWD Event Description:#REF! Brief Description of Meeting/Event Value to EVWD James Morales, Jr.January / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. Meeting Date: Event Description: Brief Description of Meeting/Event Value to EVWD Meeting Date: DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 5 Agenda Item #2e February 9, 20221 Meeting Date: February 9, 2022 Agenda Item #2e Consent Item Regular Board Meeting TO: Governing Board Members FROM: General Manager/CEO SUBJECT: Adoption of Resolution 2022.02 - Findings and Determinations Regarding Teleconference Meetings RECOMMENDATION Staff recommends that the Board of Directors consider adoption of Resolution 2022.02, Findings and Determinations Regarding Teleconference Meetings. BACKGROUND / ANALYSIS Since March 2020, the COVID-19 pandemic has required new levels of flexibility and adaptability. The District continues to adjust operations to incorporate additional safety procedures and social distancing practices consistent with local health official guidance. In 2020, the District declared a local state of emergency, due to the COVID-19 pandemic and the impacts that it had on the ability to safely serve the public. Maintaining the health and safety of staff and the public while continuing to provide world class services remains a top priority. State and federal officials have called for individuals to stay at home whenever possible to slow the spread of COVID-19. As part of this effort, the State of California included the declaration of a statewide emergency and the issuance of an executive order to suspend portions of the Ralph M. Brown Act location noticing requirements, easing the ability for public agencies to hold virtual, or teleconference, meetings. This adjustment allows for continued public engagement in the policy-making process while allowing for social distancing. Since executive orders are only valid for a maximum of 180 days, this process was only allowed temporarily. The advancement of hosting platforms for virtual meetings that are easily accessible to the public has greatly improved over the last year. Given the broad range of emergencies that can occur in California, the maintenance of government transparency through virtual meetings has emerged as a long-term response measure. AB 361 codified the ability for government agencies to hold virtual meetings in the event of a declared emergency in order to continue conducting official business. The allowance of teleconference meetings in place of an “in-person” setting applies in emergencies like public health that require social distancing, earthquake, wildfire, and other natural or manmade emergencies. When an agency needs to implement teleconference meetings, the Governing Board must adopt a Resolution of Findings and Determinations. Agenda Item #2e February 9, 20222 Meeting Date: February 9, 2022 Agenda Item #2e Consent Item Given the ongoing call to slow the spread of COVID-19, there is a health and safety need to maintain virtual meetings as allowed by law for the next 30 days. If a need exists beyond that point in time a new resolution would be presented to the Governing Board for consideration for each 30-day period after that. Notice of meetings and posted agendas would continue to contain information that allow members of the public to access the meeting and address the Board of Directors and offer public comment including an opportunity for all persons to attend via a call-in option or an internet- based service option. Staff is requesting that the Board adopt a Resolution of Findings and Determinations to utilize the protocols allowed by AB 361. AGENCY GOALS AND OBJECTIVES II - Maintain a Commitment To Sustainability, Transparency, and Accountability D. Provide Quality Information to Encourage Community Engagement REVIEW BY OTHERS This agenda item has been reviewed by Administration and legal counsel. FISCAL IMPACT There is no fiscal impact associated with this agenda item. Recommended by: ________________ John Mura General Manager/CEO Respectfully submitted: ________________ Justine Hendricksen District Clerk ATTACHMENTS Resolution 2022.02 East Valley Water District Resolution 2022.02 Page 1 of 3 RESOLUTION NO. 2022.02 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE EAST VALLEY WATER DISTRICT MAKING CERTAIN FINDINGS AND DETERMINATIONS REGARDING SPECIAL RULES FOR CONDUCTING MEETINGS THROUGH TELECONFERENCE WHEREAS, East Valley Water District (“EVWD”) is a county water district established pursuant to Section 30000 et seq. of the California Water Code; and WHEREAS, all meetings of the Board of Directors of EVWD are conducted in open and public settings in compliance with the Ralph M. Brown Act (Brown Act) so that any member of the public may attend, participate and watch the District’s Board of Directors conduct their business; and WHEREAS, on March 24, 2020, the Governor declared a state of emergency pursuant to Government Code 8625 due to the COVID-19 pandemic and has recommended, together with local officials, measures for social distancing to assist in abating the spread of COVID-19; and WHEREAS, on March 12, 2020, the Governor issued Executive Order N-29-20 which, among other things, suspended certain Brown Act rules governing the use of teleconferencing of local agency board meetings; and WHEREAS, on September 20, 2021, the Governor issued Executive Order N-15- 21 which, extended certain Brown Act rules governing the use of teleconferencing of local agency board meetings and to clarify the transition from the Executive Order to the rules adopted in AB 361; and WHEREAS, Executive Order N-15-21 expired on October 1, 2021; and WHEREAS, the California legislature has enacted, and the Governor has signed into law, AB 361 amending portions of Government Code 54953, allowing for the continued use of teleconferencing for local agency board meetings while suspending the conditions and restrictions of Government Code 54953(b)(3) if the legislative body of the local agency makes certain findings; NOW, THEREFORE, BE IT RESOLVED that the Board of Directors of the East Valley Water District hereby make the following findings and determinations: East Valley Water District Resolution 2022.02 Page 2 of 3 SECTION 1. The Governor has proclaimed a state of emergency on March 24, 2020 which continues. SECTION 2. The Governor and local officials have promoted the use of social distancing as a method to abate the spread of COVID-19 within the community. The Board of Directors finds that conducting in person meetings of the EVWD Board of Directors would be inimical to social distancing and would present imminent risks to the health or safety of the attendees and conducting meetings by teleconference would diminish that risk. SECTION 3. The Board of Directors will continue to conduct Board meetings by teleconference in compliance with Government Code 54953(e) until such time as the Governor has terminated the state of emergency and the risk to health and safety of meeting attendees is sufficiently diminished or as otherwise required by law. Notice of meetings and posted agendas will contain information which allow members of the public to access the meeting and address the Board of Directors and offer public comment including an opportunity for all persons to attend via a call-in option or an internet-based service option. SECTION 4.This Resolution shall take effect immediately upon its adoption and shall be effective for 30 days or until such time as the Board of Directors adopts a subsequent resolution in accordance with Government Code 54953(e)(3) to extend the time during which meetings of the Board of Directors may be conducted by teleconference without compliance with Government Code 54953(3)(b). ADOPTED this 9th day of February 2022. ROLL CALL: Ayes: Noes: Absent: Abstain: ______________________________ Phillip R. Goodrich, Board President East Valley Water District Resolution 2022.02 Page 3 of 3 ATTEST: John Mura, Secretary, Board of Directors February 9, 2022 I HEREBY CERTIFY that the foregoing is a full, true and correct copy of Resolution 2022.02 adopted by the Board of Directors of East Valley Water District at its Regular Meeting held February 9, 2022. John Mura, Secretary, Board of Directors Agenda Item #3a February 9, 20221 2 8 1 Meeting Date: February 9, 2022 Agenda Item #3a Informational Item Regular Board Meeting TO: Governing Board Members FROM: General Manager/CEO SUBJECT: Claremont Mckenna College Data Science Capstone Partnership RECOMMENDATION This agenda item is for informational purposes only, no action required. BACKGROUND / ANALYSIS In January 2020, staff attended a Inland Empire Economic Partnership meeting, where Dr. Jeho Park presented an opportunity for local businesses to partner with Claremont Mckenna College’s (CMC) Data Science program to sponsor a project. The Data Science partnerships allows students to obtain real world experience and allows the sponsor to obtain high level data analytic services. Data Science programs are relatively new in the academic community, CMC is one of the earliest institutions to focus entirely on Data Science as a major and widely recognized as a leading program in the nation. Staff proposed a project that would develop a water demand prediction model supporting a flow routing linear programing model. Historically, the District has relied on long tenured knowledgeable staff to make the best flow routing decisions that meet system demands. This approach is highly effective at meeting the District’s core mission of delivering high quality potable water reliably. The District’s distribution system is very complex and robust, and meeting demands can be achieved in several different ways. Linear programming is a math based approach that uses data-driven methods to determine the optimal solution to minimize costs or maximize operational efficiencies. Staff has partnered with CMC for two semesters to develop the water demand prediction model. CMC students analyzed a little over a year of daily usage data, made available by the recently completed Advanced Metering Infrastructure (AMI) project. From that analysis the team was able to develop a model that relies on the last days consumption, anticipated precipitation and anticipated soil temperature from the California Irrigation Management Information System (CIMIS). The resulting model was cross referenced with the available dataset and was determined to effectively predict customer level usage with a reliability of 99.47% (R-squared score). The completed final report for the Water Consumption Prediction Model is attached to this staff report. During the Spring 2022 semester, staff will be working with a third group of students to develop the linear programming model and a user interface for Operations to utilize Agenda Item #3a February 9, 20222 2 8 1 Meeting Date: February 9, 2022 Agenda Item #3a Informational Item when making flow routing decisions. AGENCY GOALS AND OBJECTIVES I - Implement Effective Solutions Through Visionary Leadership A. Identify Opportunities to Optimize Natural Resources C. Strengthen Regional, State and National Partnerships D. Encourage Performance Based Results through Staff Empowerment III - Deliver Public Service With Purpose While Embracing Continuous Growth D. Embrace an Environment of Active Learning and Knowledge Sharing Through State-of-the-Art Data Management IV - Promote Planning, Maintenance and Preservation of District Resources A. Develop Projects and Programs to Ensure Safe and Reliable Services D. Enable Fact-Based Decision Making REVIEW BY OTHERS This agenda item has been reviewed by Executive Management. FISCAL IMPACT There is no fiscal impact associated with this agenda item. Recommended by: ________________ John Mura General Manager/CEO Respectfully submitted: ________________ Rocky Welborn Water Reclamation Manager ATTACHMENTS CMC-EVWD Final Report CMC Data Science Capstone Final Report for East Valley Water District Predicting Consumption Demand to Optimize Water Flow December 17, 2021 Team Members Joey Bodoia Ryan Burton Rachel Scharff-Hansen Sascha Wolf-Sorokin (Project Manager) Faculty Advisor Professor George Batta Liaison Rocky Welborn Abstract East Valley Water District (EVWD) provides water and wastewater services to approximately 103,000 residential and commercial customers, allocat- ing approximately 60 gallons of water per person and greater than 16 mil- lion gallons of water throughout the City of Highland and parts of San Bernadino County. EVWD seeks to optimize their water allocation through the implementation of data-driven solutions rather than their current ap- proach of relying on institutional knowledge of key staff members with expansive experience navigating the processes and systems in EVWD. To meet this need, we have built upon the predictive models generated by last semester’s team, incorporating newly acquired daily data. Our final de- liverables for this semester-long project include a predictive demand con- sumption model and an accompanying user interface that allows for non- technical employees of East Valley Water District to easily access the pre- dictions from the model. Contents Abstract iii Acknowledgments ix 1 Introduction 1 1.1 Project Motivation . . . . . . . . . . . . . . . . . . . . . . . . .1 1.2 Problem Description . . . . . . . . . . . . . . . . . . . . . . .1 1.3 Addressing Our Risks . . . . . . . . . . . . . . . . . . . . . .2 2 Data 5 2.1 Background . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 2.2 Cleaning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 3 Model 9 3.1 Selecting Our Model . . . . . . . . . . . . . . . . . . . . . . .9 3.2 Investigating Correlation of Weather Variables . . . . . . . .9 3.3 Preliminary Regressions . . . . . . . . . . . . . . . . . . . . .10 3.4 Final Model . . . . . . . . . . . . . . . . . . . . . . . . . . . .13 4 User Interface 15 4.1 Visualizations of Demand . . . . . . . . . . . . . . . . . . . .15 5 Discussion and Conclusions 19 6 Appendix 21 List of Figures 2.1 All categorical and quantitative variables included in our fi- nal data set . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 3.1 Correlation of Weather Variables . . . . . . . . . . . . . . . .10 3.2 Pressure Zone Data . . . . . . . . . . . . . . . . . . . . . . . .13 4.1 Predicted Demand by Pressure Zone . . . . . . . . . . . . . .16 4.2 Predicted Demand by Pressure Zone . . . . . . . . . . . . . .17 6.1 Full regression results of baseline linear regression model . .21 6.2 Full regression results of baseline panel regression model in- cluding service address fixed effects . . . . . . . . . . . . . .22 6.3 Fullregressionresultsofpreliminarylinearregressionmodel using previous day’s consumption, precipitation, and soil temperature as predictor variables along with pressure zone as a fixed effect . . . . . . . . . . . . . . . . . . . . . . . . . .23 6.4 Fullregressionresultsofpenultimatelinearregressionmodel for predicting consumption demand by pressure zone . . . .24 6.5 Full regression results of final linear regression model for predicting consumption demand by pressure zone . . . . . .25 Acknowledgments On behalf of Joey Bodoia, Ryan Burton, Rachel-Scharff-Hansen, and Sascha Wolf-Sorokin, we would like to thank Rocky Welborn for providing our team with the incredible opportunity to work with East Valley Water Dis- trict. It was a pleasure working with Rocky, and we are truly grateful for the time he took out of his schedule to meet with us on this project. We would also like to thank our faculty advisor, Professor George Batta, for taking the time to guide our team through this project. Professor Batta’s continued support this semester has been invaluable, and we greatly ap- preciate all that he has offered our team. Lastly, we would like to extend our gratitude to Dr.Jeho Park for organizing this course and providing the entire Data Science Capstone class with weekly opportunities to learn and grow as aspiring Data Scientists. Chapter 1 Introduction 1.1 Project Motivation Spanning across the City of Highland and parts of San Bernardino County, the East Valley Water District (EVWD) provides water and wastewater ser- vicestoapproximately103,000residentialandcommercialcustomerswithin a 30 square mile radius of this area. Per day, it allocates approximately 60 gallons of water per person and more than 16 million gallons of water throughout the region. The East Valley Water District hopes to optimize al- location of water delivery for individuals by implementing informed flow routing decisions that will aid in the management of water to all customers within the district. Given that southern California is experiencing an undeniable drought, with 2021 being the second driest year in state history, managing water allocation and conservation efforts is highly important. Water is a scarce resource, and our analysis of EVWD’s data therefore aims for an efficient and effective allocation and delivery of water for residents in these arid regions. 1.2 Problem Description At present, water flow routing decisions rely on the institutional knowl- edge of key staff with expansive experience navigating the processes and systems in EVWD. Without the presence or availability of these employ- ees, decisions made often replicate past strategies despite shifting circum- stances or conditions. While thus far, mimicking previous decisions has typically met the needs of customers and satisfied EVWD’s core mission 2 Introduction in water provision, it is uncertain whether this solution would be sustain- able long-term. When veteran staff members retire or exit the District, and newly hired staff lacking prior industrial experience will be given the re- sponsibility to optimally guide flow routing decisions. Our demand pro- jection model aims to predict fluctuations in customer demand via repli- cable modeling and data analysis, rather than operator intuition. To make accurate flow routing decisions, this project had multiple objectives. The first was to predict water demand for each pressure zone within the region. This first involved extracting daily consumption data to ensure prediction horizon short enough to be useful for operational decision-making. The model predicted daily water consumption on a by-household basis based upon various inputs, including but not limited to temperature, precipita- tion and residential characteristics, as well as various constraints imposed by the district. The second objective was to pull cost data to define the op- timization function of the linear programming model for the distribution system. This execution required inputting variable cost parameters to help EVWD understand which of their 13 booster systems and 18 wells should run to meet the projected water demands optimally. Following this, the fi- nal component of this project consisted of building a user-friendly interface design visualizing this model for the operator to utilize when making flow routing decisions. 1.3 Addressing Our Risks There were three potential risks posed to the completion of this project. As outlined in our Statement of Work, one major risk was data accessibility. The EVWD team did not initially have a definitive answer on whether the daily consumption data would be available or accessible from a third party institution. Luckily, we were able to obtain the necessary, complete dataset pertaining to the predictor variables for forecasting demand, on October 1st. Since the third party system storing the data, Neptune, transitioned to a new system around September 20th, there is no data available prior to this date. The prior CMC team’s model had concerns regarding this short- ened time period which created gaps or inaccuracies in their model due to the data lacking critical months for water demand such as the summer, but our project being at a later date spans across just over an entire year, en- compassing all seasons. Our second risk was concerning our user interface. Given that the end users of the interface are not data scientists, it was of ut- most importance the interface was easy for field staff to understand how to Addressing Our Risks 3 leverage it to develop daily flow routing decisions. Having this model built in Excel created a risk in the operating client’s reliance on Excel to utilize the automated. Due to time constraints and limited knowledge in respect to the linear programming model, we also identified a risk that we would not address the scope of the task expansively and fail to accurately create the optimization function for the Distribution System. Chapter 2 Data 2.1 Background The data sets supplied to us from the East Valley Water District were trans- formed into an R Environment file that enabled us to apply data-wrangling and analytical techniques using the R programming language. In the fol- lowing section, we will outline the data wrangling pre-process, going more in depth into the cleaning and merging steps involved in handling the data. All data delivered to us by the client was in the format of Excel files, with supplementary information guiding our understanding of the project and broader functioning of the EVWD in the form of files and presentations. The client provided us with 375 individual files with daily data sets dat- ing from September 20th, 2020 to September 29th, 2021. Additionally, the client provided us with data on the meters by pressure zone that comprise the current water system. There are 6 main pressure zones- Lower, Inter- mediate, Upper, Foothill, Canal and Mountain, as well as 4 small hydrop- neumatic zones supplied through pressure reducing valves. The hydrop- neumatic zones are designated: Hydro Zone 59, 101, 149, 34 and the PRV supplied zones are designated: Highland Upper, Mercedes, and Balridge Canyon. We also retrieved weather data from the California Irrigation Management Information System (CIMIS), a program unit managing over 145 automated weather stations in California on a minute-by-minute basis. From this source, we collected weather data for San Bernardino County, as this is where the East Valley Water District is located and provides services. 6 Data 2.2 Cleaning Because the data was provided to us in different sets, our cleanup process began by performing several different joins to condense the data into one mastersettoworkwith. StartingwithEVWD’sdailyconsumptiondata, we merged the 375 individual data files representing dates from 09-20-2020 to 09-29-2021 by “Date”, filtering out account names without a valid address. Similarly, we created a singular data set for the 13 different pressure zone files, joining them by “PressureZone” and filtering out values missing a meter number. Since the common link between the daily consumption and meters by pressure zone data is meter number, we joined on this variable to create an expansive set covering all relevant information from EVWD required in our model. To factor weather into acquiring a more granular water demand projection for the district, we then merged weather data variables into this constructed dataset on “Date”. The key variables in this resulting data set are displayed in the table below. The 9 listed quantita- tive variables are used in our analysis to evaluate their respective effects as predictors of water consumption in gallons, with these variable units being as follows: landscape value in square feet, occupant value by the num- ber of occupants, dwelling units by the number of swelling units, average precipitation in inches, and all temperature values measured in degrees Fahrenheit (°F). Figure 2.1 All categorical and quantitative variables included in our final data set Cleaning 7 To ensure the accuracy of our data wrangling, we implemented the function winsorize to replace outliers in our set with less extreme values, without removing them completely. This was necessary as the large vol- ume of data in our set creates the risk of containing extreme anomalies which would skew our analysis. We set our upper parameter at 95, limit- ing any consumption values for customers above the 95th percentile to that equal to customers in the 95th percentile. Similarly, our lower parameter was set to 5, transforming consumption values for customers below the 5th percentile to the value of customers in the 5th percentile. These values for the upper and lower winsorization parameters were selected in order to prioritize final model accuracy maximization, as well as ensure that mod- elling is representative of the majority of the data rather than skewed in favor of select significant outliers. This winsorization process limits the in- fluence of possibly spurious outliers that would otherwise have had to be discarded in our analysis. Chapter 3 Model 3.1 Selecting Our Model In determining an appropriate model to predict water demands by pres- sure zones, we communicated with the client to understand their specific needs and business model, informing us of key constraints and desirable outputs. Given these considerations, we built off last semester’s model- ing process in refraining from employing a typical “black box” predictive model. This ensured the model’s capability to inform the user interface in a way that is clearly understood by EVWD should alterations be needed as their data-collection systems continue to develop. 3.2 Investigating Correlation of Weather Variables Following the prior CMC model, we too constructed a correlation matrix to understand how the weather variables relate to one another. We found that all variables, other than average precipitation, were highly correlated to each other with values exceeding 0.8 as shown in the Figure 3.1. The occur- rence of high intercorrelations among these independent weather variables poses the risk of multicollinearity, which creates potential to undermine the statistical significance of average precipitation by making it difficult to distinguish the marginal impact of each weather variable on consumption. Therefore, we leverage our correlation matrix to use the weather variable with the lowest correlation to average precipitation: average soil temper- ature. That is, average precipitation and average soil temperature are the two weather variables that we utilized for our predictive modeling. 10 Model Figure 3.1 Correlation of Weather Variables 3.3 Preliminary Regressions We began our model exploration with a baseline linear regression model. This linear regression model predicted daily consumption demand by indi- vidual consumer using our winsorized consumption data as our outcome variable and our weather variables, average soil temperature and average precipitation, in addition to customer type, occupancy, and landscape vales as predictor variables. The predictions of this baseline model yielded re- spective minimum, median, and maximum residuals of -391.35, -15.70, and 204.26 meters cubed, with an interquartile range of 63.17. That is, the min- imum, median, and maximum differences between observed consumption values and predicted consumption values of the model was -391.35, -15.70, and 204.26 meters cubed, in that respective order. The full regression re- sults for the baseline linear regression model can be found in figure 6.1 in the Appendix. We followed this baseline linear regression with a baseline panel regres- sion model that predicted our daily winsorized consumption data using just the weather variables, average soil temperature and average precipita- tion, without including the fixed effects mentioned in the previous model. However, we did include service address fixed effect, which control for Preliminary Regressions 11 average levels of consumption for each household. We saw a measurable increase in performance with this model, highlighted by the following im- proved residuals. The minimum, median differences between observed consumption values and predicted consumption values of the panel re- gression model was -238.36, and -4.58 meters cubed, with an improved in- terquartile range of 39.507. The only residual that was worse was the max- imum difference in observed and predicted consumption values, which in- creased from 204.26 in the baseline linear regression model to 245.793 in the panel regression model. The full regression results for this baseline panel regression model can be found in figure 6.2 in the Appendix. For our next preliminary regression model, we built a linear regression model that predicted daily winsorized consumption of individuals using the consumption, precipitation, and soil temperature of the previous day, along with the pressure zone as a fixed effect. This approach allowed us to gain insight into how each pressure zone is contributing to the daily consumption demand predictions. This approach yielded respective mini- mum, median, and maximum residuals of -180.996, -8.556, and 212.558 me- ters cubed, with an interquartile range of 39.985. Furthermore, as shown in figure 6.3 of the Appendix, all but three pressure zones were statistically significant predictor variables. Please note that 16,562 were dropped obser- vations were dropped. This is not a result of households not being matched to Pressure Zones, but rather due to the nature of how the lagged variables are generated. Since this model leverages lagged predictor variables for each service address number, there is an NA value for the first day of data collected for each service address number. Therefore, these NA rows for the first day of data collection for each SAN is dropped in the regression, reflectedinfigure6.3oftheAppendix. Notethatallofthemodelsbuiltthus far predicted demand consumption by individual consumer. However, for ourfinaldeliverable, ourgoalwastopredictdemandconsumptionbypres- sure zone, rather than by individual consumer. In order to do this, we built a preliminary linear regression model which predicted the total consump- tion of our daily winsorized consumption data using our lagged consump- tion, precipitation, and soil temperature variables along with pressure zone as a fixed effect. By aggregating to the pressure zone level prior to conduct- ing this regression analysis, variations in relative consumption changes in response to shifts in prior precipitation and soil temperature values for in- dividual households was significantly mitigated. Therefore, we proceeded with this regression model to predict the total consumption of our daily winsorized consumption data using our lagged consumption, precipita- tion, and soil temperature variables along with pressure zone as a fixed 12 Model effect. The results of this model, as shown in figure 6.4 of the Appendix, dis- plays that the predictor variables were able to explain 99% of the variance of the outcome variable, total consumption demand for each distinct Pres- sure Zone and date pair, highlighted by the adjusted R-squared value of approximately 0.9964. Please note that we because the level of aggrega- tion of this model is different from previous models, we cannot compare the residuals of this model to those of the previous models. Instead, we decided to use the adjusted R-squared value as our main metric of eval- uation for this model. Although the adjusted R-squared value for this model was incredibly high, we see that our lagged precipitation variable, last_prec is not loading significantly for this model, which is highlighted by a p-value (Pr (>|t |))of 0.135032. The reason for this could simply be because lagged consumption is soaking up all of it’s explanatory power. However, we hypothesized that in may be beneficial to try using contem- poraneous precipitation and soil temperature rather than lagged with the idea being that operators may likely rely on forecasts of these variables rather than prior day values. Furthermore, we concluded that day ahead values would be sufficient proxies for day ahead forecasts of rainfall and soil temperature. Therefore, for our final preliminary regression model, we decided to replace the lagged precipitation and soil temperature vari- ables of our last model with lead variables for precipitation and soil tem- perature, which represented the next day’s precipitation and the next day’s soil temperature. That is, our final preliminary regression model predicted the total consumption of our daily winsorized consumption data using our lagged consumption variable, a variable for the next day’s precipitation, a variable the next day’s soil temperature, and pressure zone as a fixed ef- fect. As shown in figure 6.5, we see that our variable representing the next day’s precipitation, next_prec is loading significantly. We also see that our other two predictor variables, total_last_consumption and next_soil_temp are also loading significantly. We will discuss this model in further detail in the subsequent section. Final Model 13 3.4 Final Model For our final consumption demand by pressure zone model, which was briefly mentioned as the final preliminary regression model, predicted the total consumption of our daily winsorized consumption data using our lagged consumption variable, a variable for the next day’s precipitation, a variable the next day’s soil temperature, and pressure zone as a fixed ef- fect. When running this final regression model, each pressure zone gets its own instance for a given day in the leveraged data utilized by aggregat- ing the lagged variable of consumption and contemporaneous variables of precipitation and soil temperature. For example, we see in the figure below that for September 25th, 2020, each pressure zone has its own row for that day. Figure 3.2 Pressure Zone Data Thisallowedourlaggedconsumptionvariable, total_last_consumption, to be specific to a pressure zone. That is, for the 59 Hydro pressure zone in figure 3.3, total_last_consumption represents the actual consumption for the 59 Hydro pressure zone on the previous day. Furthermore, our lead variablesforprecipitationandsoiltemperature, next_precandnext_soil_temp, represent the respective means of the total precipitation and total soil tem- 14 Model peratures of the next day. To summarize, our final model was linear re- gression model that predicted total consumption for a given pressure zone using the previous day’s consumption for that pressure zone as well as the mean precipitation and mean soil temperature of the next days as predic- tors along with pressure zone as fixed effect. The result of this model was consumption demand predictions for each pressure zone for a given day. Furthermore, the results of this model yielded a adjusted R-squared score of 0.9964, indicating that 99.47% of the variance of actual consumption by pressure zone was explained by the predictor variable that were utilized. The full regression results can be found in figure 6.5 of the Appendix. Chapter 4 User Interface 4.1 Visualizations of Demand Included in the user interface is a detailed instruction sheet explaining how to use the file, specifically what information to manually enter as con- straints (weather, temperature) and where to paste the predicted demand output from the model in R. The constraints also include the pre-existing capacity of wells and boosters; while wells pump water within one pres- sure region, boosters transfer water between regions. These directions sig- nalling how to input new data into the model for the generation of visu- alizations allow for non-technical members of EVWD to effectively under- stand both the model and the user interface. Our consumption demand data was broken down into existing average demand and predicted demand. Water consumption was measured from 5 main pressure zones- the Lower Zone, the Intermediate Zone, the Moun- tain Zone, the Foothill Zone, the Canal Zone, and the Upper Zone- with the Upper Zone being the largest individual zone in the system, covering approximately 30 percent of the existing water service area. The UI pertaining to demand shown here includes visualizations of ex- isting demand, predicted demand, and a comparison of existing to pre- dicted demand. Each of these differentiates according to pressure zone within the region. Our user interface generates visualization of existing consumption as a baseline comparison for our predictions. Existing de- mand is an average of daily demand for each pressure zone across all the days of data used to create the model. The time period from which we ex- tracted data consisted of 375 days between 09-20-2020 and 09-29-2021. We plotted existing daily consumption by pressure zone to find that the Upper 16 User Interface Zone was the pressure zone containing the greatest amount of daily con- sumption demand at 300,000 gallons on average per day. As shown below, this is significantly more quantities of water demanded than other pres- sure zones, particularly the Mountain Zone which only generates a mean of about 14,000 gallons of water daily. It is noteworthy that the Mountain zone does not have any groundwater wells, and has the smallest expansive area of these 5 primary zones of 1.93 square miles. To ensure that the outputs of our predictive model could be clarified for members of EVWD, the user interface we developed also generates vi- sualizations of the consumption demands by pressure zone as calculated by our model. The predicted demand numbers are based on winsorized consumption values. This is necessary to do so to mitigate the effect of outliers skewing the data. While existing consumption values to which we extrapolated total demand averages do not account for any weather condi- tions, predicted demand numbers hinge on inputs regarding the change in consumption, change in soil temperature, and change in precipitation. Pre- dicted numbers therefore change around relatively more given the weather characteristics from the prior day which are manually input in our model. Figure 4.1 Predicted Demand by Pressure Zone Visualizations of Demand 17 Having both existing and predicted consumption demand values for each pressure zone included in our user interface design allows for a vi- sual comparison, as illustrated in the diagram below. For each pressure zone, the difference between predicted and existing daily water consump- tion values were fairly consistent, averaging on predicted demand being about 37,500 gallons greater. The anomaly was the Canal Zone, in which, invertedly, existing average demand was approximately 37,200 gallons ex- ceeding predicted demand. Figure 4.2 Predicted Demand by Pressure Zone The UI pertaining to production is divided into wells and boosters but similarly includes production, predicted production and a comparison to existing to predicted. It is important to note that while we are providing EVWD a framework that is constructed to visualize production, predicted production depends upon the output of the linear programming model. We hope that future CMCers can develop a linear programming model employinggivenhydraulicpressureconstraintswhilesimultaneouslymin- imizing costs. Chapter 5 Discussion and Conclusions We are pleased to conclude our semester’s work with the EVWD having completed our Minimum Viable Product. After communicating with the client to understand the business model informing key constraints and de- sirable output, we configured a final demand prediction model for each pressure zone on a daily interval built upon lagged key weather variables (consumption, precipitation, soil temperature). We also accounted for zone fixed effects in our model through adding dummy variables for pressure zone. ThismodelenablesEVWDoperatorstoinputtheselaggedkeyweather variables from the prior day, and predict the demand for each Pressure Zoneforthecurrentday, enhancingwaterallocationandflowroutingdecision- making. Our model’s outputs gave us the capability to inform our user interface, allowing the UI pertaining to demand to be successfully completed. We visualized predicted demand while comparing it to demand in its existing state in an easy-to-operate manner with digestible instructions for EVWD operators. With our user interface design, the EVWD can forecast predicted demand through inputting relevant characteristics pertaining to weather and booster/wells capacities. However, a limitation to our work is that we were unable to complete the UI pertaining to production due to technical capacity and time limita- tions preventing us from producing a linear programming model. While the EVWD now has visuals of predicted demand for water production, it costs the district varying amounts of money to supply water to areas of different elevation due to the nature of hydraulic pressure and the need to consequently ensure that the water pressure is at the appropriate level given the elevation of the house, which has great variation throughout the 20 Discussion and Conclusions region. In order for the EVWD to take these costs into account when de- signing their water flow routes to meet demand while minimizing costs, there is a reliance on a linear programming model. Although we were un- able to effectively run this model, the guidance of our advisor, Professor Batta, has allowed a framework necessary for employing the given hy- draulic pressure constraints while simultaneously minimizing cost, to be conceptualized. We hope the brainstorm we have constructed will be tran- sitioned over for the next CMC Data Science Capstone cohort to analyse and develop next semester. Chapter 6 Appendix 1. Call(OutputshowninFigure6.1): lm(formula=winsor ∼avg_soil_temp +avg_prec+commerical+institution+irrigation+multifamily+occupant_value + landscape_value, data = daily_consumption_winsor) Figure 6.1 Full regression results of baseline linear regression model 22 Appendix 2. Call(OutputshowninFigure6.2): plm(formula=winsor ∼avg_soil_temp +avg_prec, data=daily_consumption_winsor, index=c(’san’), effect=’individual’) Figure 6.2 Full regression results of baseline panel regression model including service address fixed effects 23 3. Call(OutputshowninFigure6.3): lm(formula=winsor ∼last_consumption +last_prec+last_soil_temp+PressureZone, data=daily_consumption_fe) Figure 6.3 Full regression results of preliminary linear regression model us- ing previous day’s consumption, precipitation, and soil temperature as predictor variables along with pressure zone as a fixed effect 24 Appendix 4. Call (Output shown in Figure 6.4): lm(formula = total_actual_winsor ∼total_last_consumption + last_prec + last_soil_temp + PressureZone , data = daily_PressureZone_demand) Figure 6.4 Full regression results of penultimate linear regression model for predicting consumption demand by pressure zone 25 5. Call (Output shown in Figure 6.4): lm(formula = total_actual_winsor ∼total_last_consumption + next_prec + next_soil_temp + PressureZone , data = daily_PressureZone_demand) Figure 6.5 Full regression results of final linear regression model for predicting consumption demand by pressure zone