HomeMy WebLinkAboutAgenda Packet - EVWD Board of Directors - 01/25/2017REGULAR BOARD MEETING/PUBLIC HEARING
Closed Session Begins at 3:00 PM
January 25, 2017 - 5:30 PM
31111 Greenspot Road, Highland, CA 92346
AGENDA
"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
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.
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.
1.Approval of Agenda
RECESS INTO CLOSED SESSION
CLOSED SESSION
2.CONFERENCE WITH LABOR NEGOTIATORS
[Government Code Section 54957.6(a)]
District Designated Representatives: John Mura, General Manager/CEO
Employee Organization: Miscellaneous Employees
3.CONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION
[Government Code Section 54956.9(d) (1)]
Name of Case: Socal Environmental Justice Alliance v. San Bernardino Valley
Municipal Water District, et al.,
San Diego Superior Court Case No. 37-2016-00032816-CU-TT-CTL
4.CONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION
[Government Code Section 54956.9(d) (1)]
Name of Case: City of San Bernardino v. East Valley Water District, et al.,
San Diego Superior Court Case No. 37-2016-00038119-CU-WM-CTL
5:30 PM RECONVENE MEETING
PLEDGE OF ALLEGIANCE
ROLL CALL OF BOARD MEMBERS
ANNOUNCEMENT OF CLOSED SESSION ACTIONS ITEMS
PUBLIC COMMENTS
5.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.December 14, 2016 regular meeting minutes
b.December 22, 2016 special meeting minutes
c.January 11, 2017 regular meeting minutes
d.December 2016 Disbursements: Accounts payable disbursements for the period
include check numbers 249171 through 249346, bank drafts, and ACH
Payments in the amount of $2,179,803.66 and $509,120.08 for payroll.
e.Financial Statements for December 2016
f.Investment Report for Quarter Ended December 31, 2016
g.Resolution 2017.03 Employer-Employee Relations Resolution
h.Resolution 2017.04 Recognizing Lois Hendricksen-Heflins's 30 Years of
Service
6.Staff Presentation Regarding City of San Bernardino's Wastewater Treatment Rate
Increase and Proposed Resolution 2017.01
OPEN PUBLIC HEARING
7.Public Comments
CLOSE PUBLIC HEARING
8.Board Discussion
9.Adopt Resolution 2017.01 updating the District's schedule of water and wastewater
rates and charges to reflect the City of San Bernardino Wastewater Treatment Rate
increases effective July 1, 2017
DISCUSSION AND POSSIBLE ACTION ITEMS
10.Refer Contract Amendments for the Sterling Natural Resource Center to San
Bernardino Valley Municipal Water District
REPORTS
11.Board of Directors' Reports
12.General Manager/CEO Report
13.Legal Counsel Report
14.Board of Directors' Comments
ADJOURN
P LEASE NOT E:
Materials related to an item on this agenda s ub mitted to the Board after dis trib utio n of the agenda pac ket
are available for p ublic inspec tio n in the Dis tric t's offic e loc ated at 31111 G reens pot Rd., Highland , during
no rmal bus iness ho urs. Als o, s uc h d o c uments are availab le o n the District's web s ite at www.eas tvalley.o rg
sub ject to s taff's ab ility to post the d o cuments b efo re the meeting.
P ursuant to Go vernment Co d e S ectio n 54954.2(a), any reques t fo r a dis ability-related modific ation or
ac commod ation, inc luding auxiliary aids or s ervic es , that is s ought in order to participate in the abo ve-
agendized p ublic meeting sho uld b e direc ted to the Dis tric t Clerk at (909) 885-4900 at leas t 72 hours prior
to said meeting.
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Draft Pending Approval
EAST VALLEY WATER DISTRICT December 14, 2016
REGULAR BOARD MEETING
MINUTES
The Chairman of the Board called the meeting to order at 4:30 p.m.
PRESENT: Directors: Carrillo, Coats, Morales, Shelton, Smith
ABSENT: John Mura, General Manager/CEO
STAFF: Brian Tompkins, Chief Financial Officer; Steven Nix, Director of
Engineering & Operations; Justine Hendricksen, District Clerk;
Shayla Gerber, Administrative Assistant
LEGAL COUNSEL: Jean Cihigoyenetche
GUEST(s): Members of the public
PUBLIC COMMENTS
Chairman Coats declared the public participation section of the meeting open at 4:30
p.m.
There being no written or verbal comments, the public participation section was closed.
APPROVAL OF AGENDA
M/S/C (Shelton-Smith) that the December 14, 2016 agenda be approved as
submitted.
THE GENERAL MANAGER/CEO ARRIVED AT 4:31 P.M.
CLOSED SESSION
The Board entered into Closed Session at 4:31 p.m. as provided in the Ralph M. Brown
Act Government Code Sections 54956.9(d)(1) to discuss the item(s) listed on the
agenda.
THE BOARD RECONVENED THE MEETING AT 5:30 P.M.
Mr. Wayne Brown led the flag salute.
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ROLL CALL
PRESENT: Directors: Carrillo, Coats, Morales, Shelton, Smith
ABSENT: None
ANNOUNCEMENT OF CLOSED SESSION ACTIONS
With respect to Item #2: No reportable action taken.
With respect to Item #3: No reportable action taken.
PRESENTATION AND CEREMONIAL ITEMS
• Check presentation from Southern California Edison for Energy Efficiency
Pumping Savings
Ms. Amy Olson provided a brief efficiency savings overview to date, and thanked the
Board for recognizing staff’s efforts with the pumping projects and increasing
efficiency.
PUBLIC COMMENTS
Chairman Coats declared the public participation section of the meeting open at 5 :35
p.m.
There being no written or verbal comments, the public participation section was closed.
APPROVE THE OCTOBER 26, 2016 REGULAR BOARD MEETING MINUTES
M/S/C (Shelton-Morales) that the Board approve the October 26, 2016 regular
board meeting minutes as submitted.
APPROVE THE NOVEMBER 9, 2016 REGULAR BOARD MEETING MINUTES
M/S/C (Shelton-Morales) that the Board approve the November 9, 2016 regular
board meeting minutes as submitted.
ACCEPT AND FILE THE FINANCIAL STATEMENTS AS OF, AND FOR THE PERIOD ENDED,
OCTOBER 31, 2016
M/S/C (Shelton-Morales) that the Board accept and file the financial statements
as of, and for the period ended, October 31, 2016 as submitted.
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DISBURSEMENTS
M/S/C (Shelton-Morales) that the General Fund Disbursements #248795 through
#248981 which were distributed during the period of October 1, 2016 through October
31, 2016, bank drafts and ACH Payments in the amount of $3,106,615.45 and
$326,207.67 for payroll and benefit contributions, totaling $3,432,823.12 be approved.
DIRECTORS’ FEES AND EXPENSES FOR NOVEMBER 2016
M/S/C (Shelton-Morales) that the Board approve the Directors’ fees and expenses
for November 2016 as submitted.
BOARD REORGANIZATION
A. ELECTION OF OFFICERS PRESIDENT (CHAIRMAN OF THE BOARD)
VICE PRESIDENT (VICE CHAIRMAN)
M/S/C (Shelton-Smith) that the Board appoint the following: President – Ronald
Coats; Vice President – Christopher Carrillo.
B. APPOINTMENT: GENERAL MANAGER/CEO
CHIEF FINANCIAL OFFICER
BOARD SECRETARY
M/S/C (Shelton-Smith) that the Board appoint the following: General
Manager/CEO – John Mura, Chief Financial Officer – Brian Tompkins; Board Secretary –
John Mura.
C. SETTING TIME, DAY AND PLACE FOR HOLDING MEETINGS
M/S/C (Shelton-Smith) that the Board approve the following: hold regularly
scheduled meetings at 31111 Greenspot Rd., Highland, CA on the 2nd and 4th Wednesday
of each month, conduct closed session at 4:30 p.m. and commence the regular board
meeting at 5:30 p.m.; should closed session items require more than the allotted time,
the Board will adjourn to open session at 5:30 p.m., conduct District business, and then
adjourn back into closed session.
D. REPRESENTATIVE/COMMITTEE ASSIGNMENTS
The Chairman read the proposed representative committee assignments to the Board.
M/S/C (Morales-Shelton) that the Board approve the 2017 Committee and
Representative Assignments as submitted.
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APPROVAL OF ADMINISTRATIVE POLICIES
The HR/Safety Risk Manager briefly reviewed the Board of Director’s and General
Manager/CEO’s Evaluation policies; she stated that the policies were designed to ensure
that the Board of Director’s and the General Manager/CEO are in sync on carrying out
the vision and strategic direction of the District; and the policies will be added to the
Board of Directors Handbook and updated on an as-needed basis.
M/S/C (Morales-Carrillo) that the Board approve the General Manager/CEO
Evaluation Policy and the Board of Directors Evaluation Policy for inclusion in the Board
of Directors Handbook as submitted.
2016 TOP INLAND EMPIRE WORKPLACES PROGRAM
The HR/Safety Risk Manager announced that East Valley Water District won an award
from the Press-Enterprise newspaper for the 2016 Top Workplaces Award Program; she
stated that the District ranked first place in the small employer category. The
HR/Safety Risk Manager gave a brief presentation regarding the criteria used by the
Press-Enterprise in determining top workplaces: she reviewed surveys taken by
employees, average scores and how the District ranked compared to the local
government benchmark, employee comments, and areas for improvement. The Press-
Enterprise Top Workplace video was presented to the Board.
Information only.
ADVANCED METERING INFRASTRUCTURE (AMI) UPDATE
The Director of Engineering and Operations gave a brief update on the progress of the
Advanced Metering Infrastructure (AMI) project. He provided a project overview,
described the collaborative effort among departments and contractors, and gave a
project timeline. He stated that phase-one meter installations would begin in January
and should be completed by the end of April 2017.
The Director of Engineering and Operations also stated that the actual costs came were
lower than estimated and therefore 1,000 more meters are going to be installed than
originally anticipated.
The General Manager/CEO responded to a question by Director Carrillo; he stated that
the same technology for the AMI project has been used by the electric and gas company
for many years.
Chairman Coats stated that he believes that with the new technology, customers will
monitor their usage more closely and adjust their water use.
Information only.
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BOARD OF DIRECTORS’ REPORTS
Director Smith reported on the following: on November 15th he attended the Sterling
Natural Resource Center open house; on November 16th he attended the “Meet the
President” event hosted by Association California Water Agencies (ACWA) at San
Bernardino Valley Municipal Water District; on November 28th through the 30th he
attended the ACWA Fall Conference where he met with the General Manager/CEO and
attended finance and attorney sessions; on December 12th he attended the Ad-Hoc North
Fork CIP Committee meeting where they discussed Capital Improvement Projects; and
on December 13th he attended a Board Communication Training.
Director Shelton reported on the following: on November 14th she attended the
Association of San Bernardino County Special Districts meeting where she received a
Little Hoover update; on November 15th she attended the San Bernardino Valley
Municipal Water District board meeting where they authorized the general manager to
enter into a contract with AKD Consulting; on November 17th she attended the Del Rosa
Neighborhood Action Group meeting where she received information regarding the
revised City Charter; and on November 28th she attended the ACWA conference where
she attended a session regarding “Atmospheric Rivers”.
Director Morales reported on the following: on December 1st he attended the Association
of California Water Agencies (ACWA) Region 9 meeting where they discussed regional
issues; on December 5th he attended the Recycled Water Ad-Hoc Committee meeting
where they discussed the Sterling Natural Resource Center; and on December 6th he
attended the San Bernardino Board of Water Commissioners meeting.
Vice Chairman Carrillo reported on the following: on November 15th he attended the
Sterling Natural Resource Center open house; on November 21st he met with the General
Manager/CEO and the Chairman to review the agenda; on November 30th he attended
the ACWA Fall Conference; on December 12th he attended the North Fork Legal Ad-Hoc
Committee meeting; and on December 13th he attended Board Communication Training.
Chairman Coats reported on the following: on November 14th he attended the Association
of San Bernardino County Special Districts meeting where he received a Little Hoover
update; on November 15th he attended the San Bernardino Valley Municipal Water
District board meeting; on November 16th he attended the “Meet the President” event
hosted by Association California Water Agencies (ACWA) at San Bernardino Valley
Municipal Water District; on November 17th he attended the Del Rosa Neighborhood
Action Group meeting where; on December 6th he attended the San Bernardino Valley
Municipal Water District (SBVMWD) board meeting where he received an update on the
Groundwater Sustainability Counsel Formation Taskforce; on December 8th he attended
the Advisory Commission on Water Policy meeting where they discussed business of
Yucaipa Valley Water District; and on December 12th he attended the Association of San
Bernardino County Special Districts meeting where RMC spoke on recycled water.
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Information only.
GENERAL MANAGER/CEO REPORT
The General Manager/CEO thanked the Board for adopting the Board Evaluation Policy;
he congratulated Chairman Coats for being selected to serve on CSDA’s 2017 Professional
Development Committee; he stated that the Employee Events Association delivered 260
jackets to Hunt Elementary School; that the Board participated in a communication
training with Ideal Hall and the District held two North Fork Ad-Hoc Committee
meetings; and that on December 7th he participated in a mentoring program at Arroyo
High School.
The General Manager/CEO informed the Board of upcoming events:
• December 22nd – 2:00 P.M. special board meeting, Ethics Training
• December 28th – regular board meeting canceled due to the holidays
• January 11th – 5:30 P.M. regular board meeting
Information only.
LEGAL COUNSEL REPORT
Legal counsel stated that he is following a competitive bid case and will keep the Board
updated on the outcome.
BOARD OF DIRECTORS’ COMMENTS
Director Shelton wished everyone happy holidays.
Director Morales stated the check presentation from Southern California Edison for
Energy Efficiency Pumping Savings was fantastic and he enjoyed the Awards banquet.
Director Smith stated that he has been serving on the Board for a year and that he is
thrilled that the District won the Top Workplaces Award.
Vice Chairman Carrillo stated that it has been a busy year for the District and he looks
forward to what next year will bring.
Chairman Coats stated that the District is a world class organization who should be
proud for winning the Top Workplace Award and he wished everyone happy holidays.
He adjourned the meeting with the following statement to the audience: “Help insure
your water future by supporting the Sterling Natural Resource Center”.
Information only.
ADJOURN
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The meeting adjourned at 6:47 p.m.
___________________________
Ronald L. Coats, Board President
__________________________
John Mura, Secretary
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Draft Pending Approval
EAST VALLEY WATER DISTRICT December 22, 2016
SPECIAL BOARD MEETING
MINUTES
The Chairman of the Board called the meeting to order at 2:01 p.m.
PRESENT: Directors: Carrillo, Coats, Morales, Shelton,
ABSENT: Director Smith
STAFF: John Mura, General Manager/CEO; Brian Tompkins, Chief
Financial Officer; Justine Hendricksen, District Clerk; Shayla
Gerber, Administrative Assistant
LEGAL COUNSEL: Jean Cihigoyenetche and Greg Tross
GUEST(s): Members of the public
PUBLIC COMMENTS
Chairman Coats declared the public participation section of the meeting open at 2:00
p.m.
There being no written or verbal comments, the public participation section was closed.
ETHICS AND PUBLIC COMPLIANCE TRAINING (AB 1234)
The General Manager/CEO stated that ethics training is required of Board members and
management staff every two years.
Legal counsel Jean Cihigoyenetche and his associate, Greg Tross, presented information
regarding ethics principles in general as it applies to AB 1234. He discussed laws
pertaining to personal financial gain, laws prohibiting bribes, Conflicts of Interest under
the Political Reform Act and what to do when you have a conflict, what constitutes a
financial interest, the main intent of conflict of interest provisions, gifts, travel
expenditures, and misuse of public funds. They also reviewed government transparency
laws, the Brown Act and the Public Records Act. Legal counsel provided examples of
previous lawsuit cases and referenced California government penal codes. After the
presentation they answered questions from the Board.
Information only.
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GENERAL MANAGER/CEO REPORT
The General Manager/CEO reminded the Board of the District closure due to the
holidays.
Information only.
LEGAL COUNSEL REPORT
No reports at this time.
BOARD OF DIRECTORS’ COMMENTS
Chairman Coats thanked legal counsel for his presentation and wished everyone a Merry
Christmas.
Information only.
ADJOURN
The meeting adjourned at 4:18 p.m.
___________________________
Ronald L. Coats, Board President
__________________________
John Mura, Secretary
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Draft Pending Approval
EAST VALLEY WATER DISTRICT January 11, 2017
REGULAR BOARD MEETING
MINUTES
The Chairman of the Board called the meeting to order at 4:30 p.m.
PRESENT: Directors: Carrillo, Coats, Morales, Shelton, Smith
ABSENT: None
STAFF: John Mura, General Manager/CEO; Brian Tompkins, Chief
Financial Officer; Steven Nix, Director of Engineering &
Operations; Justine Hendricksen, District Clerk; Shayla Gerber,
Administrative Assistant
LEGAL COUNSEL: Jean Cihigoyenetche
GUEST(s): Members of the public
PUBLIC COMMENTS
Chairman Coats declared the public participation section of the meeting open at 4:30
p.m.
There being no written or verbal comments, the public participation section was closed.
APPROVAL OF AGENDA
M/S/C (Morales-Shelton) that the January 11, 2017 agenda be approved as
submitted.
CLOSED SESSION
The Board entered into Closed Session at 4:31 p.m. as provided in the Ralph M. Brown
Act Government Code Sections 54956.9(d)(1) to discuss the item(s) listed on the
agenda.
THE BOARD RECONVENED THE MEETING AT 5:30 P.M.
Ms. Jody Scott led the flag salute.
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ROLL CALL
PRESENT: Directors: Carrillo, Coats, Morales, Shelton, Smith
ABSENT: None
ANNOUNCEMENT OF CLOSED SESSION ACTIONS
With respect to Item #2: No reportable action taken.
With respect to Item #3: No reportable action taken.
PRESENTATION AND CEREMONIAL ITEMS
• Certificate of Appreciation to Bob and Donnis Logsdon
The General Manager/CEO presented a certificate of appreciation to Mr. and Mrs.
Logsdon, residents of Highland, for their diligence in reporting a break-in at Plant 39;
he stated that they helped to protect a community resource and the District appreciates
their involvement.
SUPPLEMENTAL INFORMATION
• Presentation of District Program Videos
Two District videos were presented to the Board that are available for viewing on the
District’s website:
• Weather-based irrigation controller program
• East Valley facilities tour
PUBLIC COMMENTS
Chairman Coats declared the public participation section of the meeting open at 5 :45
p.m.
Mr. Scott Olsen, a resident of San Bernardino, stated that he supports the Sterling
Natural Resource Center project due to the City of San Bernardino Municipal Water
District’s deferred maintenance on sewer lines; he also expressed his concerns for a
recent charter that passed and feels it will not benefit ratepayers of East Valley Water
District.
Ratepayer, Mr. Chris Fleming, expressed his concerns regarding his fluctuating water
usage and the customer service he received when he inquired about his bill. The
Chairman requested that this item be referred to the General Manager/CEO for further
review.
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There being no further written or verbal comments, the public participation section
was closed at 5:56 p.m.
Director Morales requested that agenda item #4f be removed from the consent calendar
for discussion purposes.
ADOPT 2017 IRS MILEAGE RATE
M/S/C (Morales-Smith) that the Board adopt the standard mileage reimbursement
rate established by the IRS for 2017.
APPROVE THE DECEMBER 13, 2016 SPECIAL BOARD MEETING MINUTES
M/S/C (Morales-Smith) that the Board approve the December 13, 2016 special
board meeting minutes as submitted.
DISBURSEMENTS
M/S/C (Morales-Smith) that the General Fund Disbursements #248982 through
#249170 which were distributed during the period of November 1, 2016 through
November 30, 2016, bank drafts and ACH Payments in the amount of $4,290,012.20 and
$363,006.11 for payroll and benefit contributions, totaling $4,653,018.31 be approved.
ACCEPT AND FILE THE FINANCIAL STATEMENTS AS OF, AND FOR THE PERIOD ENDED,
NOVEMBER 30, 2016
M/S/C (Morales-Smith) that the Board accept and file the financial statements
as of, and for the period ended, November 30, 2016 as submitted.
PLANT 134 BOOSTER STATION UPGRADE AND GETAWAY PIPELINE NOTICE OF
COMPLETION
M/S/C (Morales-Smith) that the Board approve the following:
1) Accept the construction of the Plant 134 Booster Station Upgrade and
Getaway Pipeline as complete and adopt Resolution 2017.02;
2) Authorize release of retention monies in the amount of $71,035.24, forty-five
days after acceptance of the work for Plant 134 Booster Station Upgrade and
Getaway Pipeline; and
3) Authorize release of Performance and Payment Bonds twelve months after
acceptance of Plant 134 Booster Station Upgrade and Getaway Pipeline
project.
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DIRECTORS’ FEES AND EXPENSES FOR DECEMBER 2016
Director Morales stated that he inadvertently excluded two meetings on his expense
report: December 1st – ACWA Region 9 meeting and December 5th - Recycled Water Ad-
Hoc Committee meeting; he asked that the Board allow him to add the excluded items
to his expense report for January 2017 and accept the December 2016 expense report
as submitted.
M/S/C (Shelton-Carrillo) that the Board approve the Directors’ fees and expenses
for December 2016 as submitted, allowing Director Morales’ excluded expenses be
added to his January 2017 expense report.
BUSINESS INTELLIGENCE PROJECT UPDATE
The Information Technology Manager presented information regarding the Business
Intelligence Project; he described the benefits of the project, project milestones,
presented an example of a “dashboard”, showed the District’s website analytics, and
provided a demonstration of the Business Intelligence program. He stated that a
Request for Proposal was published in December 2016 and the contract is expected to
be awarded mid-February; he noted that this is part of the General Manager/CEO’s
goals and objectives to maximize data through development of reports that will
enhance board and management decision making capabilities.
The General Manager/CEO stated that it is very important for the Board to see the
information that the Business Intelligence Program can provide and dashboards will be
created specifically for the Board so they can access up-to-date information at any
time.
The Information Technology Manager responded to a question from Director Morales;
he stated that the information input is dependent on the District’s data process, that
it will continually update itself on an ongoing basis.
Director Shelton stated that information gathering is an interesting process and thanked
the Information Technology Manager for his presentation.
Chairman Coats stated that this program will greatly benefit staff and help the District
run more efficiently.
Information only.
WATER AND SEWER STANDARD DRAWINGS
The Director of Engineering and Operations provided information regarding water and
sewer standard drawings the District uses for water and sewer construction; he stated
that they were last updated in 2009 and that they may not incorporate the latest
technology and current construction methods. One significant change he proposed was
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the deletion of individual fire services for single family residences; with further review,
it was determined that even though regulation passed in 2013 requiring all new single
family residences to have fire sprinklers, there are no requirements for a separate fire
service; therefore, to provide equity in the District, the Director of Engineering and
Operations recommended that the monthly service charge no longer be collected.
The General Manager/CEO responded to a question from Director Smith and stated that
a notice will be sent to customers informing them of the change and the service fee
will terminate as of their next bill.
M/S/C (Morales-Shelton) that the Board approve the revisions to the Water and
Sewer Standard Drawings and authorize discontinuance of collection of the monthly
service charge for fire service meters on single-family residences.
BOARD OF DIRECTORS’ REPORTS
Director Smith reported on the following: on January 9th he met with the General
Manager/CEO for their regular meeting; and on January 10th he attended the Highland
City Council meeting.
Director Shelton had no reports at this time.
Director Morales reported on the following: on January 3rd he attended the San
Bernardino Valley Municipal Water District (SBVMWD) board meeting where they voted
on a new Chairman and Vice Chairman.
Vice Chairman Carrillo reported on the following: on December 22nd he attended Ethics
training; on January 5th he met with the General Manager/CEO and the Chairman to
review the agenda; and on January 9th he attended the ACWA Legal Affairs Committee
meeting.
Chairman Coats reported on the following: on January 3rd he attended the San
Bernardino Valley Municipal Water District (SBVMWD) board meeting where they
approved phase one of the Sites Reservoir Project Agreement and announced they were
able to meet all their orders for water in 2016.
Information only.
GENERAL MANAGER/CEO REPORT
The General Manager/CEO wished everyone a happy new year and thanked field staff
for keeping the District running smoothly over the holiday.
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The General Manager/CEO informed the Board of upcoming events:
• January 16th – District closed due to Martin Luther King Jr. holiday
• January 18th – SWRCB meeting in Sacramento discussing drought regulations for
2017
• January 19th @ 5:00 p.m. Highland Area Chamber of Commerce Awards &
Installation Dinner at San Manuel Events Center
• January 19th & 26th – Anaheim Water Sustainability Tour
• January 30th @ 1:30 p.m. special meeting
Information only.
LEGAL COUNSEL REPORT
No reports at this time.
BOARD OF DIRECTORS’ COMMENTS
Director Shelton commended staff on fixing her neighbors leak over the holiday in a
quick and efficient manner.
Director Morales apologized for the mistake on his bookkeeping error and wished
everyone a happy new year.
Chairman Coats thanked Mr. and Mrs. Logsdon for attending the board meeting. He
adjourned the meeting with the following statement: “Help insure your water future
by supporting the Sterling Natural Resource Center”.
Information only.
ADJOURN
The meeting adjourned at 6:46 p.m.
___________________________
Ronald L. Coats, Board President
__________________________
John Mura, Secretary
BOARD AGENDA STAFF REPORT
Agend a Item #5.d.
Meeting Date: January 25, 2017
Co nsent Item
To: Governing Bo ard Memb ers
From: General Manager/CEO
Subject: Dec emb er 2016 Disburs ements : Ac counts p ayab le dis b urs ements for the p eriod includ e check
numb ers 249171 thro ugh 249346, b ank d rafts , and ACH Payments in the amount o f $2,179,803.66
and $509,120.08 fo r payroll.
RECOMMENDATION:
Staff rec o mmend s that the Bo ard of Direc tors review and appro ve the Dis trict’s expense dis bursements fo r the
p eriod December 1, 2016 thro ugh Dec emb er 31, 2016 in the amo unt of $2,688,923.74.
BACKGROUND / ANALYSIS:
In the c o ntinued effort to be fisc ally trans p arent, the payment register fo r s upplies , materials , servic es , and
p ayro ll for Dec ember 2016 is attached for review and app ro val. This process p ro vides the Bo ard and the public
an opportunity to review the exp ens es of the Dis tric t. Acc o unts P ayable is p roc es s ed weekly, while payroll is
p roc es s ed b i-weekly. Information to justify eac h exp enditure is availab le thro ugh the Finance Dep artment.
Acc o unts payable d is b urs ements fo r the perio d inc lude c hec k numbers 249171 through 249346, bank drafts , and
ACH Payments in the amount o f $2,179,803.66 and $509,120.08 for payroll. Significant exp ens es greater than o r
equal to $50,000 are further explained b elo w:
Recommended by:
Jo hn Mura
General Manager/CEO
Res p ec tfully s ub mitted :
Brian To mpkins
Chief Financial Offic er
AGENCY IDEALS AND ENDEAVORS:
Ideals and Endeavor II - Maintain An Enviro nment Committed To Elevated P ublic Servic e
(E) - Practice transparent & acc o untab le fis cal management
FISCAL IMPACT :
Sufficient funds have been budgeted in the adopted FY 2016-17 Budget.
ATTACHMENTS:
Description Type
December 20 16 Payment Register Backup Material
Recommended by:
Jo hn Mura
General Manager/CEO
Res p ec tfully s ub mitted :
Brian To mpkins
Chief Financial Offic er
BOARD AGENDA STAFF REPORT
Agenda Item #5.e.
Meeting Date: January 25, 2017
Co nsent Item
To: Governing Bo ard Memb ers
From: General Manager/CEO
Subject: F inanc ial S tatements for Decemb er 2016
RECOMMENDATION:
Staff recommends that the Board of Direc tors ac cept and file the attached financial s tatements as of, and for the
p eriod end ed , December 31, 2016.
BACKGROUND / ANALYSIS:
Includ ed herewith for the Bo ard ’s review is a summary of East Valley Water Distric t’s financ ial results , as o f
December 31, 2016.
AGENCY IDEALS AND ENDEAVORS:
Ideals and Endeavor II - Maintain An Enviro nment Committed To Elevated P ublic Servic e
(E) - Practice transparent & acc o untab le fis cal management
FISCAL IMPACT :
T here is no fis c al imp ac t as s o c iated with this agenda item.
ATTACHMENTS:
Description Type
December 20 16 Financ ial State ment Monthly Review Backup Material
December 20 16 Financ ial State ments Backup Material
FINANCIAL STATEMENTS MONTHLY REVIEW
DECEMBER 31, 2016
page | 1
The following is a highlight summary of the District’s financial results as of December 31,
2016.
Statement of Net Position
Total assets at December 31, 2016 are $182 million.
CLASSIFICATION WATER WASTEWATER DISTRICT TOTAL
Cash and Investments $ 15,035,620 $ 3,769,318 $ 18,804,938
Utility Plant, Net 109,259,637 20,171,090 129,430,727
Other Assets 21,479,928 12,175,260 33,655,188
Current Liabilities 6,334,176 381,943 6,716,119
Long Term Liabilities 50,517,128 6,828,552 57,345,680
Beginning Net Position 83,479,185 27,930,190 111,409,376
Change in Equity 5,444,695 974,983 6,419,678
Total Net Position $ 88,923,880 $ 28,905,173 $ 117,829,053
Below is a summary of the District’s net position as of December 31, 2016.
FINANCIAL STATEMENTS MONTHLY REVIEW
DECEMBER 31, 2016
page | 2
Cash and Investments are $18.8 million for the month of December, an increase of $0.1
million from the prior month.
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
$25,000,000
CASH & INVESTMENTS
Restricted Unrestricted
FINANCIAL STATEMENTS MONTHLY REVIEW
DECEMBER 31, 2016
page | 3
Comparing current assets to current liabilities, the District has a current ratio at December
31, 2016 of 2.69 to 1, with 2 to 1 being an indication of sound financial condition.
-
0.50
1.00
1.50
2.00
2.50
3.00
3.50
4.00
4.50
5.00
Current Ratio
2:1 Current Ratio Actual Current Ratio
Statement of Revenues & Expenses
Operating results are presented in three ways in the attached financial statements for the
period ending December 31, 2016. 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.
WATER WASTEWATER DISTRICT TOTAL
Revenue $ 13,724,864 $ 6,621,448 $ 20,346,312
Expense 8,280,169 5,646,466 13,926,635
FINANCIAL STATEMENTS MONTHLY REVIEW
DECEMBER 31, 2016
page | 4
Water Sales for December were $971,454 ($9,454) (1%) over staff’s projections for the
month. The billing periods during the month of December experienced an average
temperature of 59 degrees, additionally the average Evapotranspiration Rates (ETo) for the
period was 2.52 which was 0.38 lower than last year. Water sales year-to-date are over
projections $662,932.
$-
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
Water Sale by Tier
Tier 1 Tier 2 Tier 3 FY 2016-17 Projection
FINANCIAL STATEMENTS MONTHLY REVIEW
DECEMBER 31, 2016
page | 5
The chart below is a comparative illustration of current Water Revenue compared to last
year’s Water Revenue. As noted in the graph Water Sales and Meter Charges increase
over last year by 130,000 (16%).
$-
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
$1,600,000
$1,800,000
$2,000,000
12/31/2015 12/31/2016
Comparative Monthly Water Revenue
(Water Sales & Meter Charge)
Meter Tier 1 Tier 2 Tier 3
FINANCIAL STATEMENTS MONTHLY REVIEW
DECEMBER 31, 2016
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 2015-16 and FY 2016-17. The largest change is in Transmission & Distribution
(T & D). Administration increased $418K and the increase is aligned with the FY 2016-17
Adopted Budget.
FINANCIAL STATEMENTS MONTHLY REVIEW
DECEMBER 31, 2016
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 2015-16 and FY 2016-17. The largest increase is in Treatment which
increased $526K compared to last year due to the new Wastewater Treatment rate
increases imposed by the City of San Bernardino effective July 1, 2016.
BOARD AGENDA STAFF REPORT
Agenda Item #5.f.
Meeting Date: January 25, 2017
Co nsent Item
To: Go verning Bo ard Members
From: General Manager/CEO
Subject: Investment Report for Quarter End ed Dec ember 31, 2016
RECOMMENDATION:
S taff rec ommends that the Bo ard of Direc tors acc ep t and file the attached Inves tment Rep ort for the q uarter ended,
December 31, 2016.
BACKGROUND / ANALYSIS:
California Government C ode §53646(b ) requires the Treas urer o r CFO of a loc al agenc y to s ubmit a quarterly rep ort
on the agency’s inves tments to the legislative b od y o f the agenc y within 30 days o f the end of eac h quarter.
Discussion
The attac hed s c hedule s hows all of the Distric t’s cas h and investments, restric ted and unrestric ted , as of December 31,
2016. Attac hment A s hows the investment securities purc hased and retired d uring the q uarter Octo ber to December
2016. Inc reases and dec reases in highly liquid funds, suc h as LAIF, are explained in the narrative belo w.
Unrestricted Investments
LAIF
The b alanc e held in the Local Agency Inves tment Fund at the b eginning o f the q uarter was $10,057,830. The District
mad e depos its of $1,000,000 in eac h of the months o f Oc tober and November. In ad dition, interes t earned during last
quarter o f $17,336 was posted to the ac co unt in Octo ber, res ulting in an ending balance of $12,075,166.
LAIF earnings for the quarter end ed December 31st were $19,198, c alculated at an ap po rtionment rate of 0.68%; up
from 0.60% which had been in effect for the p revio us quarter. T he earnings were po sted to the Dis tric t’s ac c ount on
January 13th, 2017.
Citizen’s Bus ines s Bank (CBB) Wealth Management
The to tal (book) value of the ass ets held with CBB increas ed $14,647 to $5,565,006 during the quarter ended 12/31/16.
The balance in this acc ount is held b oth in a mo ney market account ($337,024) and in a portfolio o f Treas ury and
federal agenc y securities s hown on Attachment A.
Net interest p ayments rec eived o n securities in the Distric t’s p ortfolio were $19,097 and funds held in mo ney market
ac c ounts earned $299. Earnings were offset b y a $2,695 amo rtization c harge agains t premiums p aid on the acq uisition
of certain bo nds , and inves tment manager fees paid during the quarter were $2,054.
Reco mmend ed by:
Jo hn Mura
General Manager/C EO
Res pec tfully sub mitted :
Brian Tompkins
Chief Financial Officer
There were no Dis trict transfers to or from this inves tment ac c ount during the q uarter.
The following s c hedule s ummarizes the activity for Unres tricted Inves tments d uring the Quarter ended Dec emb er 31,
2016:
Restricted Investments
Trust ac c ounts with Union Bank are us ed to safeguard fund s whic h are restricted by bo nd covenants . The remaining
ac c ounts at Union Bank are used to rec eive Distric t d ep os its , from whic h the Trustee pays Dis trict bo ndho ld ers.
S emiannual bond payment d ates are April 1st and Oc to ber 1st.
S ummary Sc hedule o f Union Bank Trustee Ac c ounts
The following s c hedule s ummarizes ac tivity in the Union Bank ac c ounts for the Quarter end ed Dec ember 31, 2016:
AGENCY IDEALS AND ENDEAVORS:
Ideals and Endeavor II - Maintain An Environment Committed To Elevated Pub lic Service
(E) - Prac tice transp arent and ac c ountable fisc al management
FISCAL IMPACT :
There is no fis c al impact ass oc iated with this agend a item.
ATTACHMENTS:
Description Type
Investment Report for the Quarter Ended December 3 1, 2 016 Backup Material
Attachment A - CBB Investment Activity Repo rt Quarter Ended
December 31 , 20 16 Exhibit
EAST VALLEY WATER DISTRICT
Investment Activity
Quarter Ended December 31, 2016
Market
Purch Units / Maturity Adjusted Cost Matured / Adjusted Cost Value
Date Issuer CUSIP Yield Face Value Date 10/01/2016 Purchases Called 12/31/2016 12/31/2016
04/19/12 FHLB Series YP-2017 3133XNDB2 5.250% 23,882.68 06/15/17 27,624.93 1,239.83 26,385.10 24,290.77
01/27/16 Federal Home Loan Bank 3130A6XY8 2.000% 100,000 01/27/21 100,000.00 100,000.00 99,999.00
10/12/16 Federal Home Loan Bank 3130A9GS4 1.700% 100,000 10/12/17 - 100,000.00 100,000.00 97,473.00
12/30/16 Federal Home Loan Bank 3130AACF3 2.150% 300,000 12/30/21 - 300,000.00 300,000.00 298,083.00
12/09/16 Federal Home Loan 313371U79 3.125% 200,000 12/11/20 - 210,862.00 210,862.00 210,086.00
08/03/16 Federal Home Loan 3130A8WW9 1.300% 100,000 05/01/20 100,000.00 100,000.00 97,894.00
03/03/14 US Treasury Note 912828SY7 0.625% 300,000 05/31/17 298,968.75 298,968.75 300,024.00
03/15/16 Fannie Mae 3136G3CK9 1.520% 300,000 06/15/20 299,745.00 299,745.00 293,871.00
07/28/16 Fannie Mae 3136G3J30 1.600% 100,000 07/28/21 100,000.00 100,000.00 96,555.00
11/30/15 Fannie Mae 3136G2UN5 1.500% 05/30/19 100,000.00 100,000.00 -
08/04/16 Fannie Mae 3136G3XV2 100,000 07/27/17 99,750.00 99,750.00 96,792.00
08/24/16 Fannie Mae 3135G0N66 1.400% 100,000 08/24/20 99,981.00 99,981.00 97,387.00
08/25/16 Fannie Mae 3136G3Y33 1.400% 300,000 08/25/21 300,000.00 300,000.00 290,355.00
10/27/15 Freddie Mac 3134G3F88 1.500% 100,000 08/28/19 100,881.00 100,881.00 100,005.00
10/29/15 Freddie Mac 3134G72Q3 1.250% 04/29/19 200,000.00 200,000.00 -
10/29/15 Federal Home Loan 3130A6NA1 1.400% 100,000 10/29/19 100,000.00 100,000.00 98,615.00
11/17/15 Freddie Mac 3134G76G1 1.050% 300,000 05/17/18 300,000.00 300,000.00 299,043.00
07/26/16 Freddie Mac 3134G9J40 1.000% 200,000 04/26/19 200,000.00 200,000.00 198,186.00
07/27/16 Freddie Mac 3134G9AF4 1.050% 04/26/19 319,968.00 319,968.00 -
08/25/16 Freddie Mac 3134G95L7 1.600% 200,000 08/25/21 200,000.00 200,000.00 193,118.00
09/20/16 Freddie Mac 3134GALQ5 1.300% 100,000 09/20/19 100,000.00 100,000.00 98,882.00
09/30/16 Freddie Mac 3134GAHK3 1.600% 200,000 09/30/21 200,000.00 200,000.00 196,742.00
08/27/14 Tenn Valley Authority 880591EQ1 1.750% 272,000 10/15/18 274,077.42 274,077.42 274,333.76
12/09/16 Tenn Valley Authority 880591EL2 3.875% 111,000 02/15/21 - 120,107.55 120,107.55 119,438.22
11/23/12 US Treasury Note 912828MA5 2.750% 11/30/16 500,000.00 500,000.00 -
11/04/16 US Treasury Note 912828T67 1.250% 500,000 10/31/21 - 499,765.63 499,765.63 484,845.00
06/14/16 Federal Home Loan Bank 3130A8EN9 1.640% 100,000 06/14/21 100,000.00 100,000.00 98,189.00
08/13/13 Federal Farm Credit Bank 3133ECWV2 0.300% 12/07/16 199,660.00 199,660.00 -
12/02/13 US Treasury Note 912828UE8 0.750% 500,000 12/31/17 498,408.21 498,408.21 499,180.00
Activity (Book Value)
Attachment A
EAST VALLEY WATER DISTRICT
Investment Activity
Quarter Ended December 31, 2016
Market
Purch Units / Maturity Adjusted Cost Matured / Adjusted Cost Value
Date Issuer CUSIP Yield Face Value Date 10/01/2016 Purchases Called 12/31/2016 12/31/2016
Activity (Book Value)
05/27/16 Fannie Mae 3136G15S4 1.250% 200,000 12/27/19 199,250.00 199,250.00 197,486.00
08/30/16 Fannie Mae 3136G35C5 1.400% 100,000 08/25/21 100,000.00 100,000.00 98,003.00
08/25/16 Freddie Mac 3134G93Q8 1.680% 200,000 08/25/21 199,800.00 199,800.00 193,062.00
5,206,883 5,318,114.31 1,230,735.18 1,320,867.83 5,227,981.66 5,151,937.75
Attachment A
Recommended by:Res p ec tfully s ub mitted :
BOARD AGENDA STAFF REPORT
Agenda Item #5.g.
Meeting Date: January 25, 2017
Co nsent Item
To: Governing Bo ard Memb ers
From: General Manager/CEO
Subject: Res olution 2017.03 Emp loyer-Emp lo yee Relatio ns Res o lutio n
RECOMMENDATION:
Staff is recommending adoption of Res o lution 2017.03 whic h rep eals and replaces Res o lutio n 1979.18, adop ted
b y the Board o f Direc to rs on February 26, 1979.
BACKGROUND / ANALYSIS:
T he purpose o f an Emp lo yer-Employee Relations Polic y is to es tab lis h uniform and ord erly methods of
c o mmunic ation b etween emplo yees and the pub lic agenc ies b y whic h they are employed as s et fo rth b y the
Meyers -Milias -Bro wn Act (MMBA). The MMBA o utlines rights and d uties o f lo cal p ub lic employers, their
employees, and recognized emp lo yee organizations . This act allows agenc ies to ad o p t loc al rules governing
employment relatio ns after meeting in go o d faith c o ncerning wages, benefits , working ho urs, and o ther terms and
c o nditio ns of employment.
In order to c o mply with recently enacted laws relating to Employer-Emp loyee R elatio ns , as well as align a (38)
year old polic y with c urrent District s tand ards, staff has c reated Res o lution 2017.03 whic h will sup ersede the
p rovis io ns of Res o lution 1979.18.
AGENCY IDEALS AND ENDEAVORS:
Ideals and Endeavor II - Maintain An Enviro nment Committed To Elevated P ublic Servic e
(B) - P romote a positive organizational culture
REVIEW BY OTHERS:
T his agend a item has b een reviewed b y the Ad minis tratio n department.
FISCAL IMPACT :
T here is no fis c al imp ac t as s o c iated with this agenda item.
Recommended by:
Jo hn Mura
General Manager/CEO
Res p ec tfully s ub mitted :
Kerrie Bryan
HR/Ris k and Safety Manager
ATTACHMENTS:
Description Type
Resolution 20 17.03 Resolution Lette r
RESOLUTION NO. 2017.03
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE EAST
VALLEY WATER DISTRICT REPEALING RESOLUTION 1979.18
AND ADOPTING NEW RULES RELATING TO EMPLOYER-
EMPLOYEE ORGANIZATION RELATIONS
WHEREAS, Chapter 10, Division 4, Title 1 of the Government Code of the State of California
provides orderly procedures for the administration of employer-employee relations between the
District and its employee organizations; and
WHEREAS, Government Code Section 3507 empowers the District to adopt reasonable rules
and regulations after consultation in good faith with representatives of its employee organizations for
the administration of employer-employee relations; and
WHEREAS, the Employer-Employee Resolution has not been reviewed since 1979 and
Assembly Bill 1606 amended Section 3505.4 of the Government Code regarding impasse
procedures, making it necessary to revise the Employer-Employee Resolution; and
NOW THEREFORE BE IT RESOLVED, by the Board of Directors of the East Valley Water
District does hereby resolve as follows:
(1) The Employer-Employee Relations Resolution No. 1979.18 is hereby repealed; and
(2) A new policy is hereby adopted to be known as the Employer-Employee Relations
Resolution of the East Valley Water District as set forth below.
Page 2 of 17
EMPLOYER-EMPLOYEE RELATIONS RESOLUTION
Table of Contents
CONTENTS
Article I – General Provisions ................................................................................................... 3
Section 1. Statement of Purpose .............................................................................................. 3
Section 2. Definitions ................................................................................................................ 3
Section 3. Employee Rights ...................................................................................................... 6
Section 4. District Rights ........................................................................................................... 6
Article II – REPRESENTATION PROCEEDINGS ...................................................................... 8
Section 1. Filing of Recognition Petition by Employee Organization ......................................... 8
Section 2. District Response to Recognition Petition ................................................................ 9
Section 3. Open Period for Filing Challenging Petition ............................................................. 9
Section 4. Election Procedures ............................................................................................... 10
Section 5. Procedure for Decertification of Exclusively Recognized Employee Organization..10
Section 6. Policy and Standards for Determination of Appropriate Units ................................ 12
Section 7. Procedure for Modification of Established Appropriate Units ................................. 13
Section 8. Procedure for Affiliation or Disaffiliation of Established Appropriate Units ............. 14
Section 9. Appeals .................................................................................................................. 14
Article III – ADMINISTRATION ................................................................................................ 14
Section 1. Submission of Current Information by Recognized Employee Organizations ........ 14
Section 2. Payroll Deductions on Behalf of Employee Organizations ..................................... 15
Section 3. Employee Organization Activities – Use of District Resources .............................. 15
Section 4. Administrative Rules and Procedures .................................................................... 15
Article IV – IMPASSE PROCEDURES ..................................................................................... 15
Section 1. Initiation of Impasse Procedures ............................................................................ 15
Section 2. Impasse Procedures .............................................................................................. 16
Section 3. Cost of Impasse Procedures .................................................................................. 16
Article V – MISCELLANEOUS PROVISIONS .......................................................................... 16
Section 1. Construction ........................................................................................................... 16
Section 2. Severability ............................................................................................................ 17
Section 3. Effective Date ....................................................................................................... 17
Page 3 of 17
ARTICLE I – GENERAL PROVISIONS
Section 1. Statement of Purpose
This Resolution implements Chapter 10, Division 4, Title 1 of the Government Code of the
State of California (Sections 3500 et seq.) by providing orderly procedures for the
administration of employer-employee relations between the District and its employee
organizations. However, nothing contained herein shall be deemed to supersede the
provisions of State law, District Ordinances, Resolutions and rules which establish and
regulate the merit system, or which provide for other methods of administering employer-
employee relations. This Resolution is intended instead to strengthen merit, and other
methods of administering employer-employee relations through the establishment of
uniform and orderly methods of communications between employees, employee
organizations, and the District.
It is the purpose of this Resolution to provide procedures for meeting and conferring in good
faith with recognized employee organizations regarding matters that directly affect and
primarily involve the wages, hours, and other terms and conditions of employment of
employees in appropriate bargaining units and that are not preempted by Federal or State
law. However, nothing herein shall be construed to restrict any legal or inherent exclusive
District rights with respect to matters of general legislative or managerial policy, which
include among others: The exclusive right to determine the mission of its constituent
departments, committees, and boards; set standards of service; determine the procedures
and standards of selection for employment; direct its employees; take disciplinary action;
relieve its employees from duty because of lack of work or for other lawful reasons; maintain
the efficiency of District operations; determine the methods, means, and personnel by which
District operations are to be conducted; take all necessary actions to carry out its missions
in emergencies; and exercise complete control and discretion over its organization and the
technology of performing its work.
Section 2. Definitions
As used in this Resolution, the following terms shall have the meanings indicated:
a. APPROPRIATE UNIT means a unit of employee classes or positions established
pursuant to Article II hereof.
b. BOARD means the Board of Directors of the East Valley Water District.
c. CONFIDENTIAL EMPLOYEE means any employee who is required to develop or
present management positions with respect to employer-employee relations or
whose duties normally require access to confidential information contributing
significantly to the development of management positions. Such employees are
restricted from representing any employee organization on matters within the scope
of organization.
Page 4 of 17
d. CONSULT/CONSULTATION IN GOOD FAITH means to communicate verbally or in
writing for the purpose of presenting and obtaining views or advising of intended
actions.
e. DAY means calendar day unless expressly stated otherwise.
f. DISTRICT means the East Valley Water District, San Bernardino County, California.
g. EMPLOYEE means any person employed by the District full-time in an authorized
position as listed in the current District Budget or approved by Resolution by the
Governing Board subsequent to budget adoption, except elected officers.
h. EXCLUSIVELY RECOGNIZED EMPLOYEE ORGANIZATION means an employee
organization that has been formally acknowledged by the District as the sole
employee organization representing the employees in an appropriate representation
unit pursuant to Article II hereof, having the exclusive right to meet and confer in good
faith concerning statutorily required subjects pertaining to unit employees, and
thereby assuming the corresponding obligation of fairly representing such employees
without regard to race, color, creed, gender, or national origin, or age (age 40 and
over), marital status, veterans status, denial of Family and Medical Care Leave,
disability (mental and physical) including HIV and AIDS, medical condition (cancer
and genetic characteristics), religion, gender identity or expression, genetic
information, and sexual orientation.
i. EMPLOYEE RELATIONS OFFICER means the General Manager or his or her duly
authorized representative.
j. GENERAL MANAGER means the General Manager/CEO of the District.
k. IMPASSE means that the representatives of the District and an Exclusively
Recognized Employee Organization have reached a point in their meeting and
conferring in good faith where their differences on matters to be included in a
Memorandum of Understanding, and concerning which they are required to meet and
confer such that further meeting and conferring would be futile.
l. MAJORITY for the purposes of this Resolution shall mean 50% plus 1.
m. MANAGEMENT EMPLOYEE means an employee who has significant
responsibilities for the formulation, administration, or managing of District policies and
programs.
n. MANAGEMENT REPRESENTATIVE means the General Manager and/or person(s)
duly authorized by the General Manager to act as a representative of the District for
employer-employee relations.
Page 5 of 17
o. MEDIATION means the efforts of an impartial third person or persons functioning as
an intermediary to assist the parties in reaching a voluntary resolution of an impasse
through interpretation, suggestion, and advice.
p. MEET AND CONFER IN GOOD FAITH means that District, or such representatives
as it may designate, and representatives of an Exclusively Recognized Employee
Organization, shall have the mutual obligation personally to meet and confer promptly
upon request by either party and continue for a reasonable period of time in order to
exchange freely information, opinions, and proposals, and to endeavor to reach
agreement on matters within the scope of representation prior to the adoption by the
District of its final budget for the ensuing year. The process should include adequate
time for the resolution of impasses where specific procedures for such resolution are
contained in local rule, regulation, or ordinance, or when such procedures are utilized
by mutual consent. This mutual obligation shall not require either party to agree to a
proposal or to make a concession.
q. PROOF OF EMPLOYEE SUPPORT means (1) an authorization card recently signed
and personally dated by an employee, or (2) a verified authorization petition or
petitions recently signed and personally dated by an employee, or (3) employee dues
deduction authorization, using the payroll register for the period immediately prior to
the date a petition is filed hereunder, except that dues deduction authorizations for
more than one employee organization for the account of any one employee shall not
be considered as proof of employee support for any employee organization. The only
authorization which shall be considered as proof of employee support hereunder shall
be the authorization last signed by an employee. The words “recently signed” shall
mean within ninety (90) days prior to the filing of a petition.
r. RECOGNITION PETITION means a petition submitted by an employee organization
that is seeking to be acknowledged as the Exclusively Recognized Employee
Organization.
s. REPRESENTATION UNIT means a unit composed of District employees for the
purposes of employee representation, and which has been established in accordance
with this Resolution.
t. SCOPE OF REPRESENTATION means those matters relating to employment
conditions and employer-employee relations, including, but not limited to, wages,
hours, and other terms and conditions of employment; except, however, the scope of
representation shall not include consideration of the merits, necessity, or organization
of any service or activity provided by law or executive order.
u. SUPERVISORY EMPLOYEE means any employee having authority, in the interest
of the District, to hire, transfer, suspend, layoff, recall, promote, discharge, assign,
reward or discipline other employees, or the responsibility for directing the work or
adjusting the grievance of other employees, or effectively to recommend such
Page 6 of 17
actions, if in connection with the foregoing, the exercise of such authority is not merely
routine or clerical in nature, but requires the use of independent judgment.
Section 3. Employee Rights
Subject to the provisions of this Resolution, employees of the District shall have the right to
form, join, and participate in the activities of employee organizations of their own choosing
for the purpose of representation of all matters of employee relations including, but not
limited to: wages, hours, and other terms and conditions of employment.
Employees of the District shall also have the right to refuse to join or participate in the
activities of employee organizations. Employees shall also have the right to represent
themselves individually in their employment relations with the District.
No employee shall be interfered with, intimidated, restrained, coerced, or discriminated
against because of his or her exercise of these rights.
Management and confidential employees may not represent an Exclusively Recognized
Employee Organization, which represents other employees in an Exclusively Recognized
Employee Organization, in such organization’s dealings with the District on matters within
the scope of representations and may not engage in any activity within or on behalf of such
organization which would result in an actual or apparent conflict of interest.
Section 4. District Rights
To ensure that the District is able to carry out its statutory functions and responsibilities, the
District shall not be required to “meet and confer in good faith” with representatives of any
Exclusively Recognized Employee Organization as to any of the following matters:
a. Any subject preempted by federal or state law.
b. Any and all of the following matters as to which the District shall have the exclusive
right to manage within its own discretion:
(1) To determine the methods, means, and personnel by which District operations
are to be conducted as well as to exercise complete control and discretion over its
organization, operations and the technology of performing its work.
(2) To determine and change the facilities, methods, means, and personnel by
which District operations are conducted.
(3) To expand or diminish services.
(4) To determine and change the number of locations, relocations, and types of
operations and the processes and materials to be employed in carrying out all District
Page 7 of 17
functions, including but not limited to, the right to subcontract any work or operation,
except where expressly prohibited by the Government Code and/or case law.
(5) To determine the size and composition of the work force, to assign work to
employees in accordance with requirements as determined by the District, to
establish and change individual work schedules and assignments as needed; and to
relieve its employees from duty for lack of work, lack of funds. Permanent changes
to Department or division wide work schedules shall continue to be subject to meet
and confer.
(6) To discharge, suspend, or otherwise discipline employees for proper cause;
(7) Except where preempted by federal, state or local law(s), it is the sole right of
the District to classify or reclassify positions and to determine the placement of a
classification or an appropriate bargaining unit and/or group of unrepresented
employees.
(8) To add or delete positions or classes except when expressly prohibited by the
Government Code and/or case law.
(9) To hire, transfer, promote, allow for the voluntary movement of employees to
a lower classification for non-disciplinary reasons, and reject probationary
appointments; and to be the sole judge of the qualifications and competence of its
officers and employees;
(10) To establish employee performance standards, including but not limited to,
quality and quantity standards.
(11) To determine and administer policies, procedures, and standards for the
selection, training, and promotion of employees;
(12) To administer the District Personnel Policies and Practices.
(13) To determine the mission, function and necessity of all or part of each of its
constituent departments, boards, and commissions.
(14) To take all necessary actions to carry out its mission, functions and necessity,
or any part thereof, as well as to set standards of service to the public.
(15) To take whatever action may be necessary in an emergency situation. The
District shall promptly notify an Exclusively Recognized Employee Organization
affected by the action of any such emergency action that affects matters within the
scope of representation.
c. Pursuant to the Government Code and/or case law, the District agrees to meet and
confer regarding the proposal or decision to contract out any department, division, or
Page 8 of 17
major function. Any work contracted out as of the effective date of this Resolution is not
subject to this provision.
ARTICLE II – REPRESENTATION PROCEEDINGS
Section 1. Filing of Recognition Petition by Employee Organization
An employee organization that seeks to be formally acknowledged as the Exclusively
Recognized Employee Organization representing the employees in an appropriate unit shall
file a petition with Employee Relations Officer containing the following information and
documentation:
a. Name and address of the employee organization.
b. Names and titles of its officers.
c. Names of employee organization representatives who are authorized to speak on
behalf of the organization.
d. A statement that the employee organization has, as one of its primary purposes, the
responsibility of representing the employees in their employment relations with the District.
e. A statement of whether or not the employee organization is a chapter or local of, or
affiliated directly or indirectly in any manner, with, a local, regional, state, national, or
international organization and, if so, the name and address of each such local, regional,
state, national, or international organization.
f. Certified copies of the employee organization's constitution and bylaws.
g. A designation of those persons, not exceeding two in number, and their addresses,
to whom notices may be sent by regular United States mail, and which notices will be
deemed sufficient notice to the organization for all purposes.
h. A statement that the employee organization has no restriction on membership based
on race, color, creed, gender, national origin, age (over 40), marital status, veterans status,
religion, political opinions or affiliations, gender identity or expression, genetic information,
or sexual orientation.
i. The job classification(s) and/or position title(s) of District employees in the unit
claimed to be appropriate and the approximate number of member employees therein.
j. A statement that the employee organization has in its possession proof of employee
support as herein defined to establish that a majority of the employees in the unit claimed
to be appropriate and have designated the employee organization to represent them in their
employment relations with the District. Such written proof shall be submitted for confirmation
to the Employee Relations Officer or to a mutually agreed upon disinterested third party.
Page 9 of 17
k. A request that the Employee Relations Officer formally acknowledge the petitioner as
the Exclusively Recognized Employee Organization representing the employees in the unit
claimed to be appropriate for the purpose of meeting and conferring in good faith.
The petition, including the proof of employee support and all accompanying documentation,
shall be declared to be true, correct and complete, under penalty of perjury by the duly
authorized officer(s) of the employee organization executing it.
The petition shall include a list of classifications to be included in the proposed unit (as such
classifications are shown in the District's then current Salary Schedule) and departments to
which they belong.
Section 2. District Response to Recognition Petition
Upon receipt of such Petition, the Employer Relations Officer shall determine whether:
a. There has been compliance with the requirements of the Recognition Petition; and
b. The proposed representation unit is an appropriate unit in accordance with Section
10 of this Article II.
If the Employee Relations Officer makes an affirmative determination on the foregoing two
matters, he or she shall so inform the petitioning employee organization, shall give written
notice of such request for recognition to the employees in the unit and shall not take action
on said request for thirty (30) days thereafter. If either of the foregoing matters are not
affirmatively determined, the Employee Relations Officer shall offer to consult thereon with
such petitioning employee organization and, if such determination thereafter remains
unchanged, shall inform that organization of the reasons therefore in writing. The petitioning
employee organization may appeal such determination in accordance with Section 13 of this
Resolution.
Section 3. Open Period for Filing Challenging Petition
Within thirty (30) days of the date written notice was given to affected employees that a valid
recognition petition for an appropriate unit has been filed, any other employee organization
may file a competing request to be formally acknowledged as the Exclusively Recognized
Employee Organization of the employees in the same or in an overlapping unit (one which
corresponds with respect to some but not all of the classifications or positions set forth in
the recognition petition being challenged), by filing a petition evidencing proof of employee
support in the unit claimed to be appropriate of at least thirty (30) percent and otherwise in
the same form and manner set forth in Section 5 of this Article II. If such challenging petition
seeks establishment of an overlapping unit, the Employee Relations Officer shall call for a
hearing on such overlapping petitions for the purpose of ascertaining the more appropriate
unit, at which time each petitioning employee organization shall be heard. Thereafter, the
Employee Relations Officer shall determine the appropriate unit or units in accordance with
the standards in Section 10 of this Article II set forth in this Resolution. The petitioning
Page 10 of 17
employee organizations shall have fifteen days from the date notice of such unit
determination is communicated to them by the Employee Relations Officer to amend their
petitions to conform to such determination or to appeal such determination pursuant to
Section 12 of this Article II.
Section 4. Election Procedures
The Employee Relations Officer shall arrange for a secret ballot election to be conducted by
a party agreed to by the Employee Relations Officer and the concerned employee
organization(s) in accordance with its rules and procedures subject to the provisions in this
Resolution. All employee organizations that have duly submitted petitions which have
determined to be in conformance with this Article II shall be included on the ballot. The
ballot shall provide employees with the option of voting for “no exclusively recognized
employee organization.” Employees entitled to vote in such election shall be those persons
employed in regular permanent positions within the designated appropriate unit who were
employed during the pay period immediately prior to the date which ended at least fifteen
(15) days before the date the election commences, including those who did not work during
such period because of illness, vacation, or other authorized leaves of absence, and who
are employed by the District in the same unit on the date of the election. However,
employees on such authorized paid leave of absence shall not receive any special notice of
election and no absentee ballots will be accepted.
An employee organization shall be formally acknowledged as the Exclusively Recognized
Employee Organization for the designated unit following an election or run-off election if it
received a numerical majority of all valid votes cast in the election. In an election involving
three or more choices, where none of the choices receives a majority of the valid votes cast,
a run-off election shall be conducted between the two choices receiving the largest number
of valid votes cast; the rules governing an initial election being applicable to a run-off
election.
There shall be no more than one valid election under this Resolution pursuant to any petition
in a 12-month period affecting the same unit.
In the event that the parties are unable to agree on a third party to conduct an election, the
election shall be conducted by the State Conciliation Service.
Costs of conduction elections shall be borne in equal shares by the District and each
employee organization appearing on the ballot.
Section 5. Procedure for Decertification of Exclusively Recognized Employee
Organization
A Decertification Petition alleging that the incumbent Exclusively Recognized Employee
Organization no longer represents a majority of employees in an established appropriate
unit may be filed with the Employee Relations Officer only during the month of March of any
year. A Decertification Petition may be filed by two or more employees or their
Page 11 of 17
representative, or an employee organization, and shall contain the following information and
documentation declared by the duly authorized signatory under penalty of perjury to be true,
correct, and complete:
a. The name, address and telephone number of the petitioner and a designated
representative authorized to receive notices or requests for further information.
b. The name of the established appropriate unit and of the incumbent Exclusively
Recognized Employee Organization seeking decertification as a representative of
that unit.
c. An allegation that the incumbent Exclusively Recognized Employee Organization no
longer represents a majority of the employees in the appropriate unit, and any other
relevant and material facts relating thereto.
d. Proof of employee support that at least thirty (30) percent of the employees in the
established appropriate unit no longer desire to be represented by the incumbent
Exclusively Recognized Employee Organization. Such proof shall be submitted for
confirmation to the Employee Relations Officer or to a mutually agree upon
disinterested third party within the time limits specified in the first paragraph of this
section.
An employee organization may, in satisfaction of the Decertification Petition requirements
hereunder, file a Petition under this section in the form of a Recognition Petition that
evidences proof of employee support of at least thirty percent (30%) that includes the
allegation and information required under paragraph (c.) of this Section 9, and otherwise
conforms to the requirements of Section 5 of this Article.
The Employee Relations Officer shall initially determine whether the Petition has been filed
in compliance with the applicable provisions of this Article II. If his or her determination is in
the negative, he or she shall offer to consult thereon with the representative(s) of such
petitioning employees or employee organization and, if such determination thereafter
remains unchanged, shall return such Petition to the employees or employee organization
with a statement of the reasons therefore in writing. The petitioning employees or employee
organization may appeal such determination in accordance with Section 13 of this Article II.
If the determination of the Employee Relations Officer is in the affirmative, or if his or her
negative determination is reversed on appeal, he or she shall give written notice of such
Decertification or Recognition Petition to the incumbent Exclusively Recognized Employee
Organization and to unit employees.
The Employee Relations Officer shall thereupon arrange “for a secret ballot election to be
held on or about fifteen (15) days after such notice to determine the wishes of unit
employees as to the question of decertification and, if a Recognition Petition was duly filed
hereunder, the question of representation. Such election shall be conducted in conformance
with Section 8 of this Article.
Page 12 of 17
During the “open period” specified in the first paragraph of this Section 9, the Employee
Relations Officer may on his or her own motion, when he or she has documentation to
substantiate that a majority of unit employees no longer wish to be represented by the
incumbent Exclusively Recognized Employee Organization (when dues authorization falls
below thirty percent (30%), give notice to that organization and all unit employees that he or
she will arrange for an election to determine the issue. In such event any other employee
organization may within fifteen (15) days of such notice file a Recognition Petition in
accordance with this Section 9.
If, pursuant to this Section 9, a different employee organization is formally acknowledged as
the Exclusively Recognized Employee Organization, such organization shall be bound by
all the terms and conditions of any Memorandum of Understanding then in effect for its
remaining term.
Section 6. Policy and Standards for Determination of Appropriate Units
The policy objectives in determining the appropriateness of units shall be the effect of a
proposed unit on (1) the efficient operations of the District and its compatibility with the
primary responsibility of the District and its employees to effectively and economically serve
the public, and (2) providing employees with effective representation based on recognized
community of interest considerations. These policy objectives require that the appropriate
unit shall be the broadest feasible grouping of positions that share an identifiable community
of interest. Factors to be considered shall be:
a. Similarity of the general kinds of work performed, types of qualifications required, and
the general working conditions.
b. History of representation in the District and similar employment; except however, that
no unit shall be deemed to be an appropriate unit solely on the basis of the extent to
which employees in the unit have organized.
c. Consistency with the organizational patterns of the District.
d. Number of employees and classifications, and the effect on the administration of
employer-employee relations created by fragmentation of classifications and
proliferation of units.
e. Effect on the classification structure and impact on stability of the employer-employee
relationship of dividing a single or related classifications among two or more units.
f. No District employment classification title shall be included in more than one
representation unit. When feasible, supervisory employees and non-supervisory
employees shall not be included in the same unit. (Units that contain both supervisory
and non-supervisory employees at the time of adoption of this Resolution shall not
be subject to this provision.)
Page 13 of 17
g. Professional employees shall not be denied the right to be represented separately
from non-professional employees by a professional employee organization
consisting of such employees.
h. When feasible, Management and/or confidential employees shall not be included in
any unit which includes non-management and/or non-confidential employees. (Units
that contain confidential employees at the time of adoption of this Resolution shall
not be subject to this provision.)
Notwithstanding the foregoing provisions of this Section, managerial, supervisory, and
confidential responsibilities, as defined in Section 2 of this Resolution, are determining
factors in establishing appropriate units hereunder, and therefore for units not existing prior
to the adoption of this Resolution, managerial, supervisory and confidential employees may
only be included in units that do not include non-managerial, non-supervisory, and non-
confidential employees. Managerial, supervisory and confidential employees may not
represent any employee organization which represents other employees.
The Employee Relations Officer shall, after notice to and consultation with affected
employee organizations, allocate new classifications or positions, delete eliminated
classifications or positions, and retain, reallocate or delete modified classifications or
positions from units in accordance with the provisions of this section. The decision of the
Employee Relations Officer shall be final.
Section 7. Procedure for Modification of Established Appropriate Units
Requests by employee organizations for modifications of established appropriate units may
be considered by the Employee Relations Officer only during the period specified in Section
9 of this Article II. Such requests shall be submitted in the form of a Resolution Petition and,
in addition to the requirements set forth in Section 5 of the Article, shall contain a complete
statement of all relevant facts and citations in support of the proposed modified unit in terms
of the policies and standards set forth in Section 10 hereof. The Employee Relations Officer
shall process such petitions as other Recognition Petitions under this Article II.
The Employee Relations Officer may on his or her own motion propose during the period
specified in Section 9 of this Article that an established unit be modified. The Employee
Relations Officer shall give written notice of the proposed modification(s) to any affected
employee organization and shall hold a meeting concerning the proposed modification(s),
at which time all affected employee organizations shall be heard. Such written notice shall
contain a complete statement of all relevant facts in support of the proposed modified unit
in terms of the policies and standards set forth in Section 10 hereof. Thereafter the
Employee Relations Officer shall determine the composition of the appropriate unit or units
in accordance with Section 10 of this Article II, and shall give written notice of such
determination to the affected employee organizations. The Employee Relations Officer’s
determination may be appealed as provided in Section 13 of this Article. If a unit is modified
pursuant to the motion of the Employee Relations Officer hereunder, employee
organizations may thereafter file Recognition Petitions seeking to become the Exclusively
Page 14 of 17
Recognized Employee Organization for such new appropriate unit or units pursuant to
Section 3 hereof.
Section 8. Procedure for Affiliation or Disaffiliation of Established Appropriate
Units
Requests by employee organizations for affiliation or disaffiliation affecting recognition of
established appropriate units may be considered by the Employee Relations Officer only
during the period specified in Section 9 of this Article II. Such requests shall be submitted
in the form of a Recognition Petition. The Employee Relations Officer shall process such
petitions as other Recognition Petitions under this Article II.
Section 9. Appeals
An employee organization aggrieved by a determination of the Employee Relations Officer
under this Article II may, within ten (10) days of notice thereof request the intervention of the
California State Mediation and Conciliation Service pursuant to Government Code Sections
3507.1 and 3507.3, or may, in lieu thereof or thereafter, appeal such determination to the
Board for final decision within fifteen (15) days of notice of the Employee Relations Officer's
determination or the termination of proceedings pursuant to Government Code Section
3507.1 or 3507.3, whichever is later.
An employee organization aggrieved by a determination of the Employee Relations Officer
that a Recognition Petition (Section 5); Challenging Positions (Section 7); Decertification of
Recognition Petition (Section 9); or Affiliation or Disaffiliation Petitions (Section 12) – or
employees aggrieved by a determination of the Employee Relations Officer that a
Decertification Petition (Section 9) - has not been filed in compliance with the applicable
provision of this Article may, within fifteen (15) days of notice of such determination, appeal
the determination to the Board for final decision.
Appeals to the Board shall be filed in writing with the District Clerk, and a copy thereof served
on the Employee Relations Officer. The Board shall commence to consider the matter within
thirty (30) days of the filing of the appeal. The Board may, in its discretion, refer the dispute
to a third party hearing process. Any decision of the Board on the use of such procedure,
and/or any decision of the Board determining the substance of the dispute shall be final and
binding.
To the extent allowed by law, any costs incurred as a result of the use of the appeals process
shall be borne by the party incurring them, provided, however, that costs incurred for the
services of a third party hearing officer and/or panel as may be requested solely by the
Board for an advisory opinion shall be borne by the District.
ARTICLE III – ADMINISTRATION
Section 1. Submission of Current Information by Recognized Employee
Organizations
Page 15 of 17
All changes in the information filed with the District by an Exclusively Recognized Employee
Organization under items (a.) through (h.) of its Recognition Petition under Section 5 of this
Resolution shall be submitted in writing to the Employee Relations Officer within fourteen
days of such change.
Section 2. Payroll Deductions on Behalf of Employee Organizations
Upon formal acknowledgement by the District of an Exclusively Recognized Employee
Organization under this Resolution, only such Exclusively Recognized Employee
Organization may be provided payroll deductions of membership dues and insurance
premiums for plans sponsored by such organization upon the written authorization of
employees in the unit represented by the Exclusively Recognized Employee Organization
on forms provided therefore by the District. The providing of such service to the Exclusively
Recognized Employee Organization by the District shall be contingent upon and in
accordance with the provisions of the Memorandum of Understanding and/or applicable
administrative procedures.
Section 3. Employee Organization Activities – Use of District Resources
Access to District work locations and the use of District paid time, facilities, equipment and
other resources by employee organizations and those representing them shall be authorized
only to the extent provided for in a Memorandum of Understanding and/or administrative
procedures, shall be limited to lawful activities consistent with the provisions of this
Resolution that pertain directly to the employer-employee relationship and not such internal
employee organization business as soliciting membership, campaigning for office, and
organization meetings and elections, and shall not interfere with the efficiency, safety, and
security of District operations. Pursuant to Government Code Section 3505.3, the District
shall allow a reasonable number of employees reasonable time off without loss of
compensation or benefits when formally meeting and conferring on matters within the scope
of representation.
Section 4. Administrative Rules and Procedures
The General Manager is hereby authorized to establish such rules and procedures as
appropriate to implement and administer the provisions of this Resolution after consultation
with affected employee organizations.
ARTICLE IV – IMPASSE PROCEDURES
Section 1. Initiation of Impasse Procedures
If the meet and confer process has reached an impasse as defined in this Resolution, either
party may initiate the impasse procedures by filing with the other party a written request for
an impasse meeting, together with a statement of its position on all disputed issues. The
Employee Relations Officer shall then schedule an impasse meeting promptly. The purpose
of such impasse meeting shall be:
Page 16 of 17
a. To review the position of the parties in a final effort to reach agreement on a
Memorandum of Understanding; and
b. If the impasse is not resolved, to discuss arrangements for the utilization of the
impasse procedures provided herein.
Section 2. Impasse Procedures
Impasse procedures are as follows:
a. If either party requests mediation and both parties agree to submit the dispute to
mediation and agree on the selection of a mediator, the dispute shall then be promptly
submitted to mediation. If the parties do not mutually agree not to proceed to
mediation, the matter would proceed directly to fact finding as set forth in Section 19
b. All mediation proceedings shall be private. The mediator shall make no public
recommendation, nor take any public position at any time concerning the issues nor
shall an employee organization or District representative provide such information to
the public or media, unless the District and employee organization agree otherwise.
(1) A mediator shall be selected from the Public Employment Relations Board
California State Mediation and Conciliation Services (SMCS) within five (5)
days of the impasse meeting.
b. The parties shall follow the fact-finding process set forth in Section 3505.4 et sec. of
the California Government Code.
Section 3. Cost of Impasse Procedures
The costs for the services of a mediator and or fact-finder or chairperson of a fact-finding
panel utilized by the parties, and other mutually incurred costs of mediation and fact-finding
shall be borne equally by the District and the Exclusively Recognized Employee
Organization. The cost for a fact-finding panel member selected by each party, and other
separately incurred costs shall be borne by such party.
ARTICLE V – MISCELLANEOUS PROVISIONS
Section 1. Construction
This Resolution shall be administered and construed as follows:
a. Nothing in this Resolution shall be construed to deny to any person, employee,
organization, the District, or any authorized officer, body or other representative of
Page 17 of 17
the District, the rights, powers and authority granted by federal or state law (or District
Resolution provisions).
b. This Resolution shall be interpreted so as to carry out its purposes as set forth in
Article I.
Section 2. Severability
If any provision of this Resolution or the application of such provision to any persons or
circumstances shall be held invalid, the remainder of this Resolution or the application of
such provision to persons or circumstances other than those as to which it is held invalid
shall not be affected thereby.
Section 3. Effective Date
This Resolution shall take effect immediately upon adoption by the Board, and execution of
said Resolution by the President and Secretary thereof and supersedes the provisions of
Resolution 1979.18 adopted by the board on February 26, 1979.
ADOPTED this 25th day of January, 2017.
Ayes:
Noes:
Absent:
Abstain:
_______________________________
Ronald L. Coats
Board President
I HEREBY CERTIFY that the foregoing is a full, true and correct copy of Resolution 2017.03
adopted by the Board of Directors of East Valley Water District at its regular meeting held January
25, 2017.
_________________________________
John Mura
Board Secretary
RESOLUTION 2017.04
A RESOLUTION OF THE BOARD OF DIRECTORS OF
THE EAST VALLEY WATER DISTRICT
IN RECOGNITION OF
LOIS HENDRICKSEN-HEFLIN’S THIRTY YEARS OF SERVICE
BE IT HEREBY RESOLVED, by the Board of Directors of the East Valley Water District as
follows:
WHEREAS, LOIS HENDRICKSEN-HEFLIN was employed by the East Valley Water
District since November 3, 1986, and
WHEREAS, in those thirty years, performed in an outstanding and honorable capacity in the
positions of Receptionist, Engineering Secretary I, Engineering Secretary II, Special Projects Coordinator,
Office Specialist II, and Customer Service Representative I, and
WHEREAS, was dedicated and displayed a high sense of duty, sincere interest and personal
competence in the performance of her duties which were for the benefit of all staff members and customers of
the East Valley Water District, and
WHEREAS, in serving the District, through her untiring efforts, personal growth, and
cooperation with staff and customers, contributed greatly to the successful operation of the East Valley
Water District.
NOW, THEREFORE, BE IT RESOLVED, that the Board of Directors of the East Valley
Water District, and each of them on behalf of the Board, staff and citizens of the District, hereby express
their gratitude and sincere appreciation for her public service;
BE IT FURTHER RESOLVED, that this Resolution be placed in the minutes of the East
Valley Water District and the original of this Resolution be signed by all members of the Board of
Directors and presented to the family of LOIS HENDRICKSEN-HEFLIN, after being suitably framed.
DATED: January 25, 2017
________________________________ ________________________________
RONALD L. COATS CHRISTOPHER CARRILLO
President Vice President
________________________________ ________________________________
JAMES MORALES, JR. NANETTE SHELTON
Director Director
________________________________ Attest: ________________________________
DAVID E. SMITH JOHN MURA
Director General Manager/Board Secretary
BOARD AGENDA STAFF REPORT
Agend a Item #6.
Meeting Date: January 25, 2017
P ub lic Hearing
To: Governing Bo ard Memb ers
From: General Manager/CEO
Subject: S taff P res entatio n Regard ing C ity o f S an Bernardino 's Was tewater Treatment Rate Inc rease and
P ro posed Res o lution 2017.01
RECOMMENDATION:
Ap p ro ve Res o lution 2017.01 up d ating the Dis tric t’s S chedule of Water and Wastewater Rates and Charges to
reflec t the City of San Bernardino Wastewater Treatment Rate inc reases effec tive July 1, 2017.
BACKGROUND / ANALYSIS:
In 1957, the City of San Bernardino (City) and the East Valley Water Dis trict (Dis trict) entered into a Jo int
Exerc is e o f Po wers Agreement (JPA) under which the City pro vides wastewater treatment s ervic es to District
c usto mers. The JPA s tipulates that the City is res po nsible for setting was tewater treatment rates , and the District
is res p o ns ib le fo r c harging the rates to Dis trict c us tomers , and then remitting the c o llec ted charges to the C ity.
In Sep tember 2015, the City adopted a three phase inc rease in wastewater treatment rates b as ed o n a rate study
c o nduc ted by FG Solutions, LLC. The effec tive d ates of the increas es were Oc tob er 1, 2015, July 1, 2016, and
July 1, 2017. The District has imp lemented the firs t two rate adjustments utilizing a 5-year pass through provision
adopted by the Distric t on No vemb er 22, 2011 in ac cordanc e with Califo rnia Government Co d e (CGC) §53756.
Ho wever, the final phas e of rate ad jus tments , effective 7/1/2017, do es no t fall within the 5-year pas s through
p eriod ad o p ted in 2011. As a res ult, the Distric t mus t ad o p t the City inc rease effective o n July 1, 2017 at a public
hearing in acc o rdance with P roposition 218.
T he c us to mer imp ac t o f the p has e three rate increas e will be $0.70 per househo ld for single family res idential
units , and fro m $0.04 to $0.10 per unit (HCF ) of water used fo r no n-res id ential cus tomers . If the rate increase is
no t ad o p ted and charged to District c us tomers , the District would nonetheless have to p ay the inc reased rates to
the C ity beginning in July, creating a mo nthly op erating d efic it of $21,000 per mo nth with res p ec t to was tewater
treatment servic es .
No tic es regard ing the p ub lic hearing on January 25th, 2017 were mailed out on Dec ember 9, 2016, to all prop erty
o wners and residents who wo uld b e affected by the propos ed rate inc reas e, meeting the requirements o f
Pro p o s itio n 218.
Staff rec o mmend s that the Board ado p t Res o lution 2017.01 to update the Dis tric t’s S chedule o f Water and
Wastewater Rates and Charges to reflec t inc reases adopted b y the City of San Bernardino effec tive July 1, 2017.
Recommended by:
Jo hn Mura
General Manager/CEO
Res p ec tfully s ub mitted :
Brian To mpkins
Chief Financial Offic er
AGENCY IDEALS AND ENDEAVORS:
Ideals and Endeavor II - Maintain An Enviro nment Committed To Elevated P ublic Servic e
(E) - Practice transparent & acc o untab le fis cal management
FISCAL IMPACT :
T here is no fis c al imp ac t as s o c iated with this agenda item.
ATTACHMENTS:
Description Type
Wastewater Rate Increase P resentation Presentation
Resolution 20 17.01 Resolution Lette r
Schedule of Water and Wastewater Rates and Charges Exhibit
City o f San Bernardino Sewer Treatment Rate Study Exhibit
•Treatment by San Bernardino Municipal Water Department
−City of San Bernardino City Council is Responsible for Rate Setting
2E A S T V A L L E Y W A T E R D I S T R I C T
WASTEWATER TREATMENT TODAY
EVWD is Obligated to Pay Fees Approved By the City
100% of Wastewater Treatment Fees Sent to the City Including Development Fees
EVWD Has No Ownership of Treatment Facilities
EVWD Has No Input in Long-Term Planning/Spending
90-Day Termination of Service Clause Outside City Limits
LONG-TERM CONTRACT
PASS THROUGH PROVISION
•California Government Code
Section 53756
•Allows for Pass-through of
Wholesale Water / Wastewater
Treatment Charges
−Provided Schedule of Rates and
Charges adopts automatic
adjustments
−Maximum of Five Years
3E A S T V A L L E Y W A T E R D I S T R I C T
AB 3030 / 2567
Wastewater Treatment
5 Years
January 2012
March 2016
July 2016
TREATMENT FEES
•Last EVWD Wastewater Rate
Hearing November 2011
−Avoided monthly deficit of $88,000
−Adopted 5 year pass through provision
•New Rates Based on 2015 Rate
Study and Capital Improvement Plan
•Beginning 2015 Separate Fees for
EVWD and Loma Linda
•City Adopted Rates September 2015
−Three phases
4E A S T V A L L E Y W A T E R D I S T R I C T
City of San Bernardino
Adopted Rates
Effective Date Increase Status
October 1, 2015 8.5%Implemented
July 1, 2016 8.5%Implemented
July 1, 2017 3.25%Pending Hearing
$21,000 Additional Monthly Cost
$.70 Cost Per Single Family Account
5E A S T V A L L E Y W A T E R D I S T R I C T
NOTICE OF PUBLIC HEARING
•Mailed to All Property Owners,
Customers Affected By Rates
•Explained Reason For Rate
Adjustments
•Gave Date and Time of Hearing
•Explained How Customers Can
Participate
−2 Protests Received prior to Hearing
6E A S T V A L L E Y W A T E R D I S T R I C T
PROPOSITION 218 COMPLIANCE
Notices
Mailed
•December 9,
2016
Receive & File
Protests
•December 9,
2016 through
January 25, 2017
Post Notice
•December 22,
2016
Public Hearing
•January 25, 2017
•Adopt Resolution 2017.01 Updating the District’s Schedule of Water and
Wastewater Rates and Charges to Implement Phase Three of the City of San
Bernardino’s Wastewater Treatment Rate Increases Effective July 1, 2017
7E A S T V A L L E Y W A T E R D I S T R I C T
RECOMMENDATION
East Valley Water District
Resolution 2017.01
Page 1 of 3
RESOLUTION 2017.01
A RESOLUTION OF THE BOARD OF DIRECTORS OF
THE EAST VALLEY WATER DISTRICT
ESTABLISHING A SCHEDULE OF FEES AND CHARGES RELATED TO THE
PROVISION OF WATER AND WASTEWATER SERVICE AND RESCINDING
RESOLUTION 2016.05
WHEREAS, East Valley Water District (“District”) is a county water district organized
and operating pursuant to California Water Code Section 30000 et seq.; and
WHEREAS, pursuant to applicable law, including but not limited to Water Code Section
31105, the District’s Board of Directors adopted Ordinance No. 389 on December 10, 2014,
establishing the rules and regulations for sewer service by the District; and
WHEREAS, pursuant to applicable law, including but not limited to Water Code Sections
31007 and 31101, the District’s Board of Directors is authorized to adopt rates for the provision
of sewer service by the District to yield an amount sufficient to pay the operating expenses of the
District, provide for repairs and depreciation of works owned or operated by the District, pay the
interest on any bonded debt, and, so far as possible, provide a fund for the payment of the principal
of the bonded debt as it becomes due; and
WHEREAS, the actions taken herein are necessary for setting rates, fees, and charges for
the provision of sewer service within the boundaries of the District and are therefore exempt from
the requirements of the California Environmental Quality Act as provided by Public Resources
Code Section 21080(b)(8); and
WHEREAS, the amount of the rates and charges hereby adopted do not exceed the
reasonable anticipated costs for the corresponding services provided by the District, and therefore
the fees imposed hereby do not qualify as a “tax” under Article XIIIC, Section 1(e), of the
California Constitution or Section 50076 of the California Government Code, and the actions taken
herein are exempt from the additional notice and public meeting requirements of the Brown Act
pursuant to Government Code Section 54954.6(a)(1)(A) and (B); and
WHEREAS, the District has satisfied all of the substantive and procedural prerequisites
of Article XIIID of the California Constitution in establishing the rates and charges set forth herein,
including but not limited to, the identification of the parcels upon which the rates and charges will
be imposed; the calculation of the rates and charges; the mailing of written notice to the record
owners of each parcel upon which the rates and charges will be imposed describing the amount
thereof, the basis upon which the rates and charges were calculated, the reason for the rates and
charges, and the date, time, and location of the public hearing to be held thereon; and the
conducting of a public hearing on the rates and charges not less than 45 days after mailing the
notice during which all protests against the fee were considered.
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the East Valley
Water District as follows:
East Valley Water District
Resolution 2017.01
Page 2 of 3
Section 1. It is hereby found that the wastewater treatment rates established or increased
hereby do not exceed the estimated reasonable cost of providing the service for which they are
imposed and that said rates and charges do not constitute a tax pursuant to Article XIIIX Section
1(e) of the California Constitution.
Section 2. The new rates and charges are set forth in the revised Schedule of Water and
Wastewater Rates and Charges as set forth in Exhibit “A”, and the Sewer Treatment Rate Study
prepared by the City of San Bernardino Municipal Water Department in Exhibit “B” to this
Resolution.
Section 3. Future cost increases in wastewater services imposed by the City within five
years of the date of this Resolution may be automatically passed through to ratepayers in
accordance with the provisions of Government Code 53756 and other applicable provision of law.
Section 4. It is hereby found that the written protests against the wastewater treatment
rates and charges set forth in Exhibit “A”, that were received by the District prior to the close of
the public hearing hereon, represented less than a majority of the parcels subject to the rates and
charges set forth below and, thus, the District’s Board of Directors further finds and orders that the
public interest and necessity requires the adoption of the rates and charges for sewer service by the
District in accordance with Ordinance No. 389, as well as affirmation and ratification of all prior
rates and charges previously adopted by the District’s Board of Directors.
Section 5. Resolution 2016.05 is hereby rescinded:
This Resolution shall take effect as of the 1st day of July 2017.
ADOPTED this 25th day of January 2017.
ROLL CALL:
Ayes:
Noes:
Absent:
Abstain:
Ronald L. Coats
Board President
East Valley Water District
Resolution 2017.01
Page 3 of 3
January 25, 2017
I HEREBY CERTIFY that the foregoing is a full, true and correct copy of Resolution 2017.01
adopted by the Board of Directors of East Valley Water District at its Regular Meeting held
January 25, 2017.
ATTEST:
_____________________________
John Mura
Board Secretary
EXHIBIT “A”
EAST VALLEY WATER DISTRICT
SCHEDUL E O F
WATER AND WASTEWATER
RATE S AND CHARGES
UPDATED JANUARY 25, 2017
i
Table of Contents
Section 1: Water Service Charges............................................................ 2
Monthly Water System Charge ............................................................. 2
Commodity Charges: Potable Water ...................................................... 2
MWD Surcharge ................................................................................ 3
Private Fire Protection Service ............................................................ 4
1. Commercial Standby Charge ........................................................... 4
2. Fire Flow Testing ........................................................................ 4
Temporary Water Service Connection .................................................... 5
Monthly Service Charge ..................................................................... 5
1. Commodity Charge ...................................................................... 5
2. Meter Deposit ............................................................................ 5
3. Unauthorized use of Water Charge ................................................... 5
New Account Fees for Water Services .................................................... 6
1. Service Initiation Charge ............................................................... 6
2. Security Deposit.......................................................................... 6
Miscellaneous Water Service Charges and Fees ......................................... 6
1. Delinquency Charge ..................................................................... 6
2. Returned Payment Charge.............................................................. 6
3. Disconnection Notice Charge .......................................................... 6
4. Service Reconnect Charge (Business Hours) ......................................... 6
5. Service Reconnect Charge (After Hours) ............................................. 6
6. Meter Test Charge ....................................................................... 7
7. Annual Backflow Compliance Test (per device) ..................................... 7
8. Backflow Device Installation Fee ...................................................... 7
9. Backflow Device Annual Administration Fee (per device) ......................... 7
Section 2: Wastewater Service Charges .................................................... 8
Monthly Wastewater System Charge ...................................................... 8
Collection Charges ........................................................................... 8
ii
Treatment Charges .......................................................................... 9
Section 3: Developer Services ............................................................... 12
Water Connection Fees ..................................................................... 12
Wastewater Connection Fees.............................................................. 13
Fire Service Connection Charges ......................................................... 13
Developer Services Charges and Fees ................................................... 14
1. Front Footage Charge ................................................................. 14
2. Water Main Extension Charge ........................................................ 14
3. Fire Hydrant Installation Charge .................................................... 14
4. Special Facility Charge ................................................................ 14
5. Construction Inspection Charge ..................................................... 14
6. Water System Design Charge ......................................................... 15
7. Engineering Service Charges ......................................................... 15
8. Sewer Manhole and Valve Can Deposit ............................................. 15
9. Research Fee (flat rate, 4 hour minimum) ......................................... 15
10. Development Meeting Fee (after first meeting) .................................. 16
11. Annual Backflow Compliance Test (per device) ................................... 16
12. Backflow Inspection Fee (per inspection) .......................................... 16
13. Water Quality Sampling Fee (per sample) ......................................... 16
14. New Construction Chlorination and Flushing Fee ($225 minimum to actual
cost) .......................................................................................... 16
History of Revisions ............................................................................ 18
1
[THIS PAGE IS INTENTIONALLY BLANK]
2
Section 1 : Water S ervice Charges
Monthly Water S ystem Charge
The water system charge is the monthly availability charge applicable to all metered
water services, and shall apply whether or not premises served by the meter are
occupied. The charges, which vary by meter size, are established at the amounts listed
in the table below.
6/1/2015 7/1/2016 7/1/2017
5/8"20.96$ 23.06$ 24.67$
3/4"26.61$ 29.27$ 31.32$
1"37.92$ 41.71$ 44.63$
1 1/2"66.19$ 72.81$ 77.91$
2"100.12$ 110.13$ 117.84$
3"207.54$ 228.30$ 244.28$
4"365.85$ 402.44$ 430.61$
6"744.67$ 819.14$ 876.48$
8"1,366.62$ 1,503.28$ 1,608.51$
Meter Size
Rates Effective on:
Commodity Charges: Potable Water
Commodity Charges are billed on a per unit basis for water consumption registered by
the water service meter. One unit is 100 cubic feet (hcf) of water, which is equal to
748 gallons.
6/1/2015 7/1/2016 7/1/2017
Tier 1 - Indoor Use 1.45$ 1.63$ 1.83$
Tier 2 - Outdoor Use 2.07$ 2.32$ 2.61$
Tier 3 - Inefficient Use 2.89$ 3.24$ 3.64$
Tiers
Rates Effective on:
3
MWD Surcharge
The MWD surcharge rate (per hundred cubic feet) for all customer types is as follows
Effective 6/1/2015
Rate per HCF $0.00
The MWD Surcharge Rate represents increased costs associated with water imported
from the State Water Project. The charge to the District for State Water Project
imported water is established by the San Bernardino Valley Municipal Water District.
Since the District has no control over the adoption or imposition of MWD water charges,
imposed through San Bernardino Valley Municipal Water District for the delivery of
imported water to the District, EVWD may pass-through, for a five year period beginning
June 1, 2015 any increases in the cost of MWD imported water imposed by the San
Bernardino Valley Municipal Water District.
4
Private Fire Protection Service
1. Commercial Standby Charge
The fire service standby charge is the monthly charge assessed per inch diameter of
the District fire service meter. Water use through this service is limited to
emergency fire requirements only.
6/1/2015 7/1/2016 7/1/2017
1"7.97$ 8.78$ 9.40$
1 1/2"11.98$ 13.18$ 14.10$
2"15.97$ 17.57$ 18.80$
3"23.96$ 26.35$ 28.20$
4"31.94$ 35.14$ 37.59$
6"47.91$ 52.70$ 56.39$
8"63.88$ 70.27$ 75.19$
10"79.85$ 87.84$ 93.99$
Meter Size
Rates Effective on:
2. Fire Flow Testing
The fire flow test charge is a flat rate established to cover the District’s time and
effort for testing parts of the water system to obtain fire flow test data and
calculate results as requested. The District will charge a one-time fee of $100.00 to
administer fire flow tests.
5
Temporary Water Service Connection
A temporary service is available through the use of a fire hydrant. A customer deposit
for the temporary service will be required, and all other applicable service charges
shall apply.
Monthly Service Charge
Refer to the schedule of Monthly Water System Charges for three inch (3”) meters.
1. Commodity Charge
Commodity charges for temporary services shall be bill ed at the Tier 3 rates based
on the Potable Water Commodity Rates. When available, and feasible, recycled
water shall be used for temporary construction uses.
The Commodity Charge shall be as follows:
Area Rate/100 Cubic Feet
Potable Tier 3 Rate
Recycled TBD
2. Meter Deposit
A deposit equal to the replacement cost of the construction meter shall be collected
at the time of service application. Currently, the replacement cost is estimated to
be $1,800.00. The deposit will be applied to the closing bill and any remaining
amount refunded to the customer. Lost meters will result in forfeiture of the
deposit.
3. Unauthorized use of Water Charge
The unauthorized use of water charge shall be charged to any person, organization
or agency for each unauthorized use of District water or for tampering in any manner
with any meter belonging to the District where this tampering shall affect the
accuracy of such meter. The unauthorized use of water charge is hereby established
at the rate of $500.00 for a first occurrence and $1,000.00 for each subsequent
occurrence.
6
New Account Fees for Water Services
The following fees are applicable to all requests for new service, or transfer of an
existing account to a new location:
1. Service Initiation Charge
The service initiation charge is a non-refundable charge of $30.00 per account,
which covers the reasonable District costs for initiating water service.
2. Security Deposit
A deposit of $150.00 will be required until a one year payment history, with fewer
than two delinquencies, has been established . The deposit insures payment of
minimum District charges.
Miscellaneous Water Ser vice Charges and Fees
1. Delinquency Charge
Rates and charges which are not paid on or before the due dates shall be subject to
interest charges. Interest will be calculated at a rate of one and one -half percent
(1 ½%) on all amounts that remain unpaid at the end of each billing cycle.
2. Returned Payment Charge
A returned check charge is a charge which covers the reasonable administrative cost
and banking charges for processing a returned check.
3. Disconnection Notice Charge
The disconnect notice charge is the charge which covers reasonable District costs to
notify customers that their water service is subject to impending termination.
4. Service Reconnect Charge (Business Hours)
The service reconnect charge is the charge which covers the reasonable District
costs for disconnection and reconnection during regular business hours, of service
connections which are in violation of the provisions contained herein.
5. Service Reconnect Charge (After Hours)
The service reconnect charge is the charge which covers the reasonable D istrict
costs for disconnection and reconnection during non -business hours, of service
connections which are in violation of the provisions contained herein.
7
6. Meter Test Charge
The meter test charge is the charge which covers the District costs for removi ng,
bench testing, and reinstalling the water meter to be tested.
7. Annual Backflow Compliance Test (per device)
A fee of $5.00 per month will be charged to the customer when the annual backflow
compliance test is performed by District staff. The customer will only be billed as a
lump sum when District standards regarding the inspection, testing, and
maintenance of customer-owned backflow assemblies are not followed.
8. Backflow Device Installation Fee
Installation of new backflow prevention assemblies completed by the District will
be done at actual cost.
9. Backflow Device Annual Administration Fee (per device)
The District shall appoint at least one person trained in cross -connection control to
administer and ensure all District standards are met. This backflow device annual
administration fee will be assessed annually.
Charge or Fee Name Charge/Fee
Delinquency Charge 1.5%
Returned Payment Charge $20.00
Disconnect Notice Charge $23.00
Service Reconnect Charge (Business Hours)$70.00
Service Reconnect Charge (After Hours)$150.00
Meter Test Charge $75.00
Annual Backflow Compliance Test $ 60.00 ($5.00 per month)
Backflow Device Installations Actual Cost
Backflow Annual Administration Fee $20.00 (per device)
8
Section 2: Wastewater Service Char ges
Monthly Wastewater System Charge
Collection Charges
Collection charges were established to maintain the District's wastewater collection
lines.
A. Residential Customers (1 – 3 units)
The collection charge for residential customers is a monthly fixed cha rge.
Customer Class Charge
West of Boulder Avenue 15.36$
East of Boulder Avenue 17.36$
B. Commercial Customers
The collection charges for commercial customers include a small fixed charge plus
a volumetric charge (water usage). Commercial accounts east of Boulder have an
additional $0.09/hcf (hundred cubic feet) charge.
Customer Class Charge
Fixed Charge 3.90$
9
Volumetric Charge (per HCF):
West of East of
Customer Class Boulder Avenue Boulder Avenue
Multi-Family (4 or more units, Mobile Home Park)0.55$ 0.64$
Commercial/Retail (Non-Office, Bakery, Market)0.55$ 0.64$
Restaurant/Lounge 0.55$ 0.64$
Laundromat 0.55$ 0.64$
Dry Cleaner 0.55$ 0.64$
School/Church (Daycare, Nursery School)0.55$ 0.64$
Office Building/Motel (without a restroom,
Municipality)
0.55$ 0.64$
Convalescent Home 0.55$ 0.64$
Treatment Charges
The District pays treatment charges established by the City of San Bernardino for the
operation and maintenance of their wastewater treatment facilities. Any future
increases made by the City over the next five years following the previous public
hearing, held on January 25, 2017, may be automatically passed through and
incorporated herein by this reference, by action of the District’s Board of Directors to
the extent authorized by Government Code Section 53756 and any other applic able
provision of law.
A. Residential Customers
Treatment charges for residential customers are a monthly fixed charge.
7/1/2016 7/1/2017
Residential 20.85$ 21.55$
Multi-Family (2 Units)41.72$ 43.10$
Multi-Family (3 Units)62.58$ 64.64$
Customer Class
Rates Effective on:
10
B. Commercial Customers
Treatment charges for commercial customers include a small fixed plus a volumetric
charge (water usage) which varies depending on the nature of the commercial
entity.
Fixed Charges:
7/1/2016 7/1/2017
Multi-Family (4+ Units), Mobile Home Parks 1.90$ 1.97$
Non-Residential Customer Classes 3.42$ 3.52$
Customer Class
Rates Effective on:
Volumetric Charges (per HCF):
7/1/2016 7/1/2017
Multi-Family (4+ Units), Mobile Home Parks 1.48$ 1.53$
Commercial / Retail 2.47$ 2.55$
Restaurants / Lounges 3.18$ 3.28$
Laundromats 1.77$ 1.83$
Dry Cleaners 2.47$ 2.55$
Schools / Churches 1.29$ 1.33$
Governments / Municipal 1.77$ 1.83$
Convalescent Homes 1.58$ 1.63$
Hotels (with Restaurants)3.18$ 3.28$
Offices Buildings / Motels 1.77$ 1.83$
Auto Repair / Service Station 1.53$ 1.58$
Car Wash 1.53$ 1.58$
Rates Effective on:
Customer Class
11
Users other than Residential: Rates for users other than “residential” shall be
computed on the basis of actual consumption as reflected by water meter
readings for the billing period. Such water consumption may be reduced for the
purpose of establishing sewer service charges subject to “seasonal” or
“consumptive” use as recognized and approved by the Board of Directors.
Unmetered Commercial Dischargers: Unmetered co mmercial dischargers shall
be billed as follows:
Residential units in apartments, condominiums, and mobile home parks shall be
billed for each dwelling unit at the rate established for single -family dwelling
units. Other commercial dischargers shall be bil led at a rate determined by the
General Manager, based on experience from similar metered dischargers.
12
Section 3: Developer Services
Water Connection Fees
The water service connection charge is the charge for the type and size of water service
connection desired. Such regular charge shall be pai d in advance by the applicant.
Where there is no regular charge, the District reserves the right to require the applicant
to deposit an amount equal to the estimated cost of suc h service connection.
Harmony Non-Harmony
3/4"5,200.00$ 4,607.00$
1"8,684.00$ 7,694.00$
1 1/2"17,316.00$ 15,343.00$
2"27,714.00$ 24,556.00$
3"51,997.00$ 46,072.00$
4"86,741.00$ 76,858.00$
6"173,165.00$ 153,434.00$
8"311,983.00$ 276,434.00$
10"519,971.00$ 460,723.00$
Meter Size
Capacity Charge
Installation charges will be estimated by the District based on availab ility of District
staff to complete the work and site specific construction conditions and requirements.
If the applicant elects not to have District staff complete the installation then an
administrative fee of 5% of the estimate will be charged.
13
Wastewater Connection Fees
The sewer service connection charge is the charge for the type and size of service
connection desired. Such regular charge shall be paid in advance by the applicant.
Where there is no such regular charge, the District reserves the right to require the
applicant to deposit an amount equal to the estimated cost of such service connection.
The following charges are hereby established and shall be collected at the time of
application for sewer connection:
Charge or Fee Name
Permit Charge 25.00$ per connection
Inspection Charge 100.00$ per connection
District Conveyance Capacity Charge 3,099.00$ per EDU or portion thereof
Trunk Sewer Charge 158.00$ per EDU or portion thereof
Charge/Fee
The City of San Bernardino Water Reclamation Plant currently treats all wastewater
flows generated by residential and commercial dischargers within the East Valley Water
District service area. Accordingly, the City is responsible for establishing the
Wastewater Treatment Capacity fee collected by the District for new development.
The current fee established by the City is $3,500 per equivalent dwelling unit (EDU).
Fire Service Connection Charges
The fire service charge is the charge for the type and size of fire service connection
desired. Such regular charge shall be paid in advance by the applicant. Where there is
no regular charge, the District reserves the right to require the applicant to deposit an
amount equal to the estimated cost of such service connection.
Installation charges will be estimated by the District based on availability of District
staff to complete the work and site specific construction conditions and requirements.
If the applicant elects not to have District staff complete the installation then an
administrative fee of 5% of the estimate will be charged.
14
Developer Services Charges and Fees
1. Front Footage Charge
The front footage charge is a one-time reimbursement to the District for previously
constructed water mains adjacent to all sides of an unimproved property to be
serviced. This charge is hereby established at a rate of $30.00 per lineal foot.
2. Water Main Extension Charge
The water main extension charge is for the construction of a water main extending
to the far side of the property to be served. This charge shall be based on the
prevailing rates of time and material per District approved plans. The customer shall
be responsible to provide the plans and for all applicable Engineering Services
charges described below.
3. Fire Hydrant Installation Charge
Installation charges will be estimated by the District based on availability of District
staff to complete the work and site specific construction conditions and
requirements. If the applicant elects not to have District staff complete the
installation then an administrative fee of 5% of the estimate will be charged.
4. Special Facility Charge
A special facility charge shall be required for development of limited service
whenever special facilities, including pressure regulators are required. The charge
to be made to a developer or owner of land that is considered by the District to be
within a limited service area shall be based upon the developer’s or landowner’s
proportionate share of the cost for the installation of such Special Facility. Such
proportionate share to be borne by the developer or landowner shall be based on
the percentage of such development to the entire limited service area to be served
by the Special Facilities; and the same number of acres or area under normal
conditions and the cost of facilities to serve the acreage of area under special
conditions at a higher cost.
5. Construction Inspection Charge
Where a customer service connection or facility requires inspection by District
personnel, the customer shall be charged for such inspection at the rate of $900.00
per day. When District personnel are not available, inspection will be performed by
third party inspectors retained by the District. The hourly rate for third party
inspectors will be established at the beginning of each third party inspection
assignment.
15
6. Water System Design Charge
A water system design charge shall be required for all main ex tensions, service
connections and/or special facilities requiring the preparation of engineering plans
and drawings. The water system design charge is hereby established as that fee
charged by an engineering firm of the District’s choosing, plus an additio nal 10%
thereof for the District’s administrative costs. In the event the costs exceed the fees
charged, the additional cost will be billed to the customer.
7. Engineering Service Charges
The Engineering Services charge is a fee for the District’s time and ef fort spent on
assisting customers who have a requirement to construct water or sewer main
extensions, or other water and/or sewer facilities, which must meet District needs
and conform to District standards. This fee includes time and effort the District
spends on plan checking, plan and easement development, and all other related
work.
Prior to submission of any documents requiring work by the District, a non -
refundable minimum charge in the amount of 10% of the engineer’s estimated cost
for the project shall be submitted to the District. The work will be accomplished on
a time and effort basis. Should the District require more funds than the original
charge, the additional costs will be billed and must be paid prior to allowing water
and/or sewer service to the project.
8. Sewer Manhole and Valve Can Deposit
A refundable deposit of $1,500.00 per manhole will be charged for each sewer
manhole structure shown on the sewer construction plans. A refundable deposit of
$500 per valve can will be charged for each val ve can as shown on the water
construction plans. These deposits will be returned when all manholes and valve
cans are constructed to final grade by the developer’s contractor and verified by
the District.
As an alternative to the manhole and valve can depo sit, a guarantee bond may be
provided in the same amount as the deposit. The guarantee bond shall contain
covenants that are satisfactory to the District. Such bond shall remain in force until
all manholes and valve cans are constructed to final grade by t he developer’s
contractor and verified by the District.
9. Research Fee (flat rate, 4 hour minimum)
This $200.00 fee will provide funding for engineering staff to conduct research and
provide copies of materials to developer engineers ’ such as plans, easements, and
other development related materials. This would only apply to obtaining information
16
for developers that is unique to their development area and not general information
such as fee schedules or District design standards.
10. Development Meeting Fee (after first meeting)
This $250.00 per hour fee will provide funding for engineering staff to prepare for
and attend, meetings with developers regarding their projects beyond the initial
project consultation meeting and set-up. This fee will impact primarily larger more
complex developments which may require multiple coordination meetings with
staff.
11. Annual Backflow Compliance Test (per device)
A fee of $60.00 will be charged to the developer after newly installed and inspected
devices (performed by District staff) are complete.
12. Backflow Inspection Fee (per inspection)
A fee of $80.00 will be charged for each backflow inspection of newly installed
backflow prevention devices, in accordance with District standards.
13. Water Quality Sampling Fee (per sample)
A fee of $110.00 will be charged for each water quality sample taken for new
construction.
14. New Construction Chlorination and Flushing Fee ($225 minimum to actual cost)
A minimum fee of $225.00 will be charged for new construction disinfection plan
review, inspection, and flushing prior to sampling.
17
Charge or Fee Name Charge/Fee
Front Footage Charge $30.00 (per lineal foot)
Water Main Extension Charge
Fire Hydrant Installation Charge Actual cost or 5% of estimate
Special Facility Charge
Construction Inspection Charge $900.00 (per day) or actual cost
Water System Design Charge Actual cost + 10%
Engineering Service Charges 10% (of Engineer's estimated project cost)
Sewer Manhole and Valve Can Deposit $1,500.00 (per manhole); $500.00 (per valve can)
Research Fee $200.00 (flat rate, 4 hour minimum)
Development Meeting Fee $250.00 (per hour, after first meeting)
Annual Backflow Compliance Test $60.00 (per device)
Backflow Inspection Fee $80.00 (per inspection)
Water Quality Sampling Fee $110.00 (per sample)
New Construction Chlorination and Flushing Fee $225.00 (minimum to actual cost)
18
History of Revisions
DATE
ADOPTED RESOLUTION RESCIND REVISION
DATE
EFFECTIVE
01/25/17 2017.01 2016.05 Update Wastewater Treatment Fees and
Renew 5-Year Pass Through Provision
07/01/17
02/24/16 2016.05 2015.04 Update Wastewater and Miscellaneous Fees 04/01/16
03/25/15 2015.04 2014.32 Implement Water Budget Based Rates 06/01/15
03/25/15 2015.04 Ord 391 Update Wastewater Fees 06/01/15
Exhibit "B"
BOARD AGENDA STAFF REPORT
Agenda Item #10.
Meeting Date: January 25, 2017
Dis cus s io n Item
To: Governing Bo ard Memb ers
From: General Manager/CEO
Subject: Refer Contract Amendments for the Sterling Natural Resourc e Center to San Bernard ino Valley
Municipal Water District
RECOMMENDATION:
Ap p ro ve the c o ntent o f the contract amendment req ues ts fro m ES A, RMC and Gro up Delta Co ns ultants
respec tively and refer the ac tion to S an Bernard ino Valley Munic ip al Water Dis tric t as it relates to the S terling
Natural Resourc e Center.
BACKGROUND / ANALYSIS:
In 2015 S an Bernard ino Valley Munic ip al Water Dis trict (Valley Distric t) and Eas t Valley Water Distric t (District)
entered into a framework agreement laying the gro und wo rk fo r regio nal recycled water projects . The S terling
Natural Res o urc e Center (SNR C) is the first p ro jec t to b e undertaken as res ult o f this agreement, with Valley
Dis tric t as the lead agency of this p ro jec t, perfo rmed in coo p eratio n with the Eas t Valley Water Dis trict.
T hro ugho ut the p roc es s , Valley Dis tric t and Eas t Valley Water Distric t have wo rked together to issue an R FQ fo r
the Statement o f Qualificatio ns for this Des ign-Build Pro ject. F o llo wing the review o f the Qualific atio ns and
interview of firms a s ho rt list of three Des ign Build Entities has been es tablis hed. These s hort lis ted firms will b e
s ent the Req ues t for Pro p o s als to p ro vide a lump s um bid fo r the SNRC . The b ridging d o c uments to
ac company the Req uest for Pro p o s als have been p rep ared and id entify the vario us b uilding loc atio ns, treatment
p roc es s es and pipeline alignments for the project. Group Delta had c o nduc ted a p reliminary geo tec hnic al
investigation and percolatio n s tud y. Additional geotec hnic al work is need ed to provide the three Des ign Build
Entities sufficient info rmatio n to finalize a pro p o s ed d es ign.
An ad d itio nal tas k that was not initially expec ted to be needed is the acquis ition o f a 1211 Dis c harge permit fro m
the S anta Ana Regional Water Quality Co ntrol Board (RWQCB). To facilitate this p ermit and ad d ress c o ncerns
raised d uring the pub lic no tice o f the permit, add itional effo rt was required from the Environmental Co ns ultant
RMC. This effo rt was no t in the o riginal s cope o f work for RMC as the need for this p ermit was unkno wn
d uring the initial stages of the p ro jec t
T he autho rity requested under the agend a item will move the p ro c es s forward to c o mplete the enviro nmental
s up p o rt, permitting ac tivities and geotechnical inves tigatio ns fo r the SNR C p ro gram. The S terling Natural
Res o urc e Center will cons is t of a water recycling plant, ad minis tration building and a learning center along with
vario us p avilio ns that s erve as public us e facilities. It will als o require an effluent pumping station, c o nveyanc e
p ipelines fo r gro und water rec harge, s ewer c o llec tion p ipelines with lift s tations to bring s ewer flows to the water
rec yc ling p lant, as well as a numb er o f infras truc ture imp rovements to the affec ted c ity ro ads, s torm drain and
Recommended by:
Jo hn Mura
General Manager/CEO
Res p ec tfully s ub mitted :
Steve Nix
Directo r o f Engineering & Op eratio ns
rec yc ling p lant, as well as a numb er o f infras truc ture imp rovements to the affec ted c ity ro ads, s torm drain and
o ther d ry utilities s uc h as elec tric al po wer.
T he enviro nmental, p ermitting and geotechnical s ervices are a c o vered exp ens e under the Dis tric t’s SRF
applic atio n. In ac cord anc e with the framework agreement, Valley Dis trict is the autho rizing agenc y and East
Valley Water District is financ ially res p o nsible for all contracts relating to the SNRC.
AGENCY IDEALS AND ENDEAVORS:
Ideals and Endeavor I - Enc o urage Innovative Investments To Pro mo te Sustainab le Benefits
(A) - Develop p rojec ts and pro grams to ens ure safe and reliab le s ervic es
REVIEW BY OTHERS:
T his agend a item has b een reviewed b y the District's Legal Couns el.
FISCAL IMPACT :
T he impacts as s o ciated with this agenda item are as fo llo ws :
1. A c o ntrac t amend ment in the amo unt of $14,000 for the EIR cons ultant ESA.
2. A c o ntrac t amend ment in the amo unt of $201,000 for the permitting c o ns ultant RMC Water and
Environment.
3. A c o ntrac t amend ment in the amo unt of $70,000 for the geo tec hnic al c o ns ultant Gro up Delta Co nsultants .
ATTACHMENTS:
Description Type
Letter from ESA Backup Material
Letter from RMC Backup Material
Letter from Gro up Delta Backup Material
626 Wilshire Boulevard
Suite 1100
Los Angeles, CA 90017
213.599.4300 phone
213.599.4301 fax
www.esassoc.com
November 17, 2016
Ash Dhingra
East Valley Water District
31111 Greenspot Road
Highland, CA 92346
Subject: Invoices for Sterling Natural Resources Project services provided by ESA
Dear Ash Dhingra:
As we discussed last month, I would like to review our budget status with you. I believe our total approved
contract amount is $661,639. In our last invoice we included charges for Task 1 Project Management of
approximately $9,650 that was above our original budget for that task. We received full payment on that invoice.
Thank you. The additional charges were compiled during the summer in response to requests by the team for the
following services: review of City DEIR, preparation of Admin Record, and 1211 petition support.
We are in the process of finalizing the HMMP that will accompany the BO when it is finalized. However, we are
over budget on our preparation of the HMMP by approximately $24,000. This budget overage has been accrued
through the preparation of the BA this spring and coordination regarding fish data from Big T this summer.
Additional effort was needed in assessing the project impacts for the BA and coordinating the scope and content
requirements of the HMMP.
We are requesting that our budget be increased by $14,000 to encompass completion of the HMMP. The attached
invoice includes this additional amount. The remaining $10,000 of our budget overage will not be invoiced to
you.
Let me know if this makes sense to you or if you would like to discuss further.
As always, we have very much appreciated working on this important project with you and wish you the best of
luck on it. If there is anything more we can do for you, please don’t hesitate to call me.
Sincerely,
Tom Barnes
10509 Vista Sorrento Pkwy, Suite 205
San Diego, CA 92121 858.875.7400 rmcwater.com
November 10, 2016
Ashok Dhingra
San Bernardino Valley Municipal Water District
380 East Vanderbilt Way
San Bernardino, Ca. 92408
RE: Sterling Natural Resource Center – Amendment No. 3
Dear Ash:
RMC Water and Environment (RMC) is pleased to submit this letter proposal to continue supporting
the Sterling Natural Resource Center (SNRC) project with engineering, environmental, and permitting
support. We’re excited to help see this important project through completion. The proposed scope of
work is described below.
Proposed Scope of Work
Task 10: Additional CEQA and Permitting Tasks
This task includes previously completed effort (as documented in our Progress Reports) to support the
SNRC team, including additional CEQA-related tasks, time series modeling for the Antidegradation
Analysis, and operational scenario hydrogeological modeling. This task also includes potential future
tasks that may be needed to support a successful NPDES/GWR permit from Santa Ana RWQCB and
SWRCB Division of Drinking Water (DDW), including conjunctive use hydrogeological modeling and
updates to the Title 22 Engineering Report per the D/B bridging documents.
CEQA Review and Support
Under this task, comments on the Clean Water Factory EIR were developed in support of comment
letters submitted by San Bernardino Valley Municipal Water District (SBVMWD) and partner East
Valley Water District (EVWD). RMC also helped to compile a complete Administrative Record to
support ongoing litigation related to the SNRC EIR and LAFCO process.
Time Series Modeling and Antidegradation Analysis
This task involved revisions and modifications to the Antidegradation Analysis, including completion
of a time series numerical model for TDS and Nitrate as requested by Santa Ana Regional Water
Quality Control Board (RWQCB). This task will also include additional revisions to the
Antidegradation Analysis based on comments submitted by Santa Ana RWQCB and/or DDW as it
relates to changes in the Engineering Report (in response to the D/B bridging documents). A revised
draft Antidegradation Analysis will be provided to SBVMWD and DDW/RWQCB for review.
Following incorporation of comments, the final Antidegradation Analysis will be provided to Santa Ana
RWQCB.
Page 2 of 4
Operational Scenario Hydrogeological Analysis
Under this task, an additional hydrogeological analysis for the SNRC was completed, representing the
operational strategy that was developed to support the Title 22 permit application. The operational
scenario included 7.5 MGD discharge a majority of the time to City Creek, with the discharge diverted
to Redlands Basins under wet weather conditions. A draft Technical Memorandum (TM) was produced
for SBVMWD review. Following incorporation of SBVMWD comments, a final TM was produced for
use as an appendix to the Title 22 Engineering Report.
Economic Modeling, Cost Estimating and Effluent Water Quality Analysis
This task involved developing a refined economic model, review of cost estimates, and development of an
effluent water quality analysis in support of the B/D RFP. Additional support for the D/B bridging
documents many include research, analysis, and cost estimating.
Responses to Water Rights Protests
Under this task, responses to protestors on SBVMWD’s Water Rights Petition were developed. A
Technical Memorandum was prepared to help support the District’s response to Riverside Public Utilities
(RPU’s) protest. Additionally, Geoscience will attend a meeting with SBVMWD and RPU to discuss the
protest and the additional analysis completed to assess the concerns that were raised.
RWQCB-DDW Additional Status Meetings
This task includes time and expenses incurred during preparation for and attendance at additional status
meetings with staff at the Santa Ana RWQCB and SWRCB DDW. RMC will coordinate meeting
scheduling and prepare agendas, handouts, presentations, and meeting summary. This amendment request
assumes six additional bi-monthly (every other month) meetings through 2017.
Title 22 Engineering Report Revisions
Revisions to the Title 22 Engineering Report will be necessary following development of the D/B
bridging documents and possibly again following completion of 100% design. RMC will incorporate
revisions, as needed, to reflect more accurate design information. A revised draft Engineering report will
be provided to SBVMWD for review. Following incorporation of SBVMWD comments, the revised draft
Engineering Report will be provided to DDW for review. DDW comments will be incorporated and a
final Engineering Report will be produced. This task assumes two additional revisions will be necessary
before the final NPDES/GWR permit is issued.
Report of Waste Discharge Revisions
Revisions to the Report of Waste Discharge (ROWD) may be necessary following development of the
D/B bridging documents and possibly again following completion of 100% design. RMC will incorporate
revisions, as needed, in response to DDW and/or Santa Ana RWQCB comments. A revised draft ROWD
will be provided to SBVMWD and DDW/RWQCB for review. Following incorporation of comments, the
final ROWD will be provided to Santa Ana RWQCB.
Page 3 of 4
Hydrogeological Modeling for Conjunctive Use Projects
This task includes work related to the incorporation of additional hydrogeologic modeling into the Title
22 Engineering Report, if requested by DDW. The additional modeling reflects water balance relative to
the Santa Ana River Conservation and Conjunctive Use Program (SARCCUP) and Bunker Hill
Conjunctive Use Program (BHCUP). Geoscience will:
· Prepare model input data to extend the base period to 39 years and include the projected BHCUP
and SARCCUP projects, run the City Creek spreadsheet model and basin flow model, and
analyze results for flow paths and retention times (assumes 1 predictive scenario to include
proposed BHCUP/SARCCUP Projects and SNRC operational scenario).
· Run basin solute transport model and analyze results for recycled water contribution and TDS at
selected wells (assumes 1 predictive scenario to include proposed BHCUP/SARCCUP projects
and SNRC operational scenario)
A draft Technical Memorandum (TM) will be produced for SBVMWD review. Following incorporation
of SBVMWD comments, a final TM will be produced for use as an appendix to the Title 22 Engineering
Report.
As Needed Program Support
The purpose of this task is to provide ongoing program management support over an extended timeframe
beyond the original completion date of October 2015. The basis for level of effort includes monthly team
conference calls and support in responding to other program needs, as requested by SBVMWD. This task
also includes ongoing project management activities.
Task 10 Deliverables
· Comments on Clean Water Factory EIR
· Electronic files for CEQA Administrative Record
· Revised Antidegradation Analysis
· Operational Strategy Hydrogeological Analysis TM
· Refined Economic Model
· Revised Effluent Water Quality Analysis
· Response to RPU TM
· RWQCB-DDW Meeting Agendas, Handouts, Presentations, Summary
· Revised Title 22 Engineering Report
· Revised Repot of Waste Discharge
· Hydrogeological Analysis with Conjunctive Use Projects TM
· Progress reports and invoices
Proposed Fee Estimate
RMC proposes to complete the work outlined in this scope for a fee not to exceed $201,000 to be billed
on a time and materials basis according to our approved rate sheet associated with our current contract
with SBVMWD. A proposed fee estimate is attached as Exhibit A.
Page 4 of 4
Please do not hesitate to contact me if you have any questions about this proposal.
Sincerely,
Rosalyn Prickett
Senior Water Resources Planner
Principal
RMC Water and Environment
10509 Vista Sorrento Parkway, Suite 205
San Diego, CA 92121
Exhibit A: Proposed Fee Estimate
San Bernardino Valley Municipal Water District November 10, 2016
Sterling Natural Resource Center - Amendment No. 3
Tasks Total
Lyndel
Melton
Rosalyn
Prickett
Sarah
Rhodes
Javier Dela
Cruz Alec Roberts Adminstrator
PIC PM EPS-6 EPS-4 EPS-1 AD-2 GeoScience
$308 $242 $216 $199 $148 $100
Task 10: Additional CEQA and Permitting Tasks
CEQA Review and Support 2 4 8 14 $3,176 $0 $0 $3,176
Time Series Modeling and Antidegradation Analysis 4 24 40 68 $15,000 $0 $0 $15,000
Operational Scenario Hydrogeological Analysis 4 4 8 $2,200 $21,158 $21,158 $0 $23,358
Economic Analysis, Cost Estimating and Effluent Water Quality Analysis 24 8 32 $8,576 $0 $0 $8,576
Responses to Water Rights Protests 4 4 8 $2,200 $9,243 $9,243 $0 $11,443
RWQCB-DDW Additional Status Meetings (assumes 6 meetings)48 96 144 $38,016 $0 $3,000 $41,016
Title 22 Engineering Report Revisions 6 16 32 64 118 $22,104 $0 $0 $22,104
Report of Waste Discharge Revisions 2 8 16 26 $4,920 $0 $0 $4,920
Hydrogeologic Modeling for Conjunctive Use Projects 4 4 8 $2,200 $29,993 $29,993 $0 $32,193
As Needed Program Support 74 60 12 146 $38,512 $0 $702 $39,214
Subtotal Task 11:172 220 32 48 88 12 572 $136,904 $60,394 $60,394 $3,702 $201,000
TOTAL 172 220 32 48 88 12 572 $136,904 $60,394 $60,394 $3,702 $201,000
1. The individual hourly rates include salary, overhead and profit.
Outside ServicesLabor
Total ODCs
ODCs
Total FeeTotal Outside
ServicesTotal Hours
Total Labor
Costs
(1)
32 Mauchly, Suite B, Irvine, CA 92618 TEL: (949) 450 -2100
Anaheim – Irvine – Ontario – Oakland – San Diego – Torrance – Victorville
www.GroupDelta.com
San Bernardino Valley MWD January 19, 2017
380 Vanderbilt Way Proposal No. IR17-002
San Bernardino, California 92408
SUBJECT: Contract Amendment No. 1 – Sterling Natural Resource Center
City of Highland, San Bernardino County, California
In response to your request, Group Delta Consultants, Inc. (GDC) is pleased to submit San
Bernardino Valley MWD (Client) this scope of work to complete a Geotechnical Investigation for
the subject site. Provided below is the scope of work, schedule, and fees for this work.
PROJECT DESCRIPTION AND BACKGROUND
The project site is a 22-acre vacant property located on both sides of Del Rosa Drive between 6th
Street and 5th Street in City of Highland, California (Figure 1). The subject property is bounded to
the north by 6th Street, to the south by 5th Street and to the east and west by residential
development. We understand that the East Valley Water District has developed conceptual plans
for an administration center and a waste water treatment facility (See Figure 2A). Specifically,
this includes a new treatment center consisting of an operations and maintenance building,
headworks building, various clarifiers, basins, odor control building, and related structures. In
addition, a lift station is proposed near 3rd street and warm creek (See Figures 2B and 2D) and
wastewater collection and distribution pipelines are proposed as shown in Figures 2C and 2D.
SCOPE OF WORK
GDC will perform a design-level field investigation and laboratory testing. Based on a review of
the literature and our previous limited site evaluation, the following key geotechnical
considerations for the proposed development included the following:
The upper soils at the site are medium dense and may require some remedial grading
(removal and recompaction) for support of proposed improvement. Proposed
improvements could be supported on conventional shallow foundation;
Soils appear to be granular low expansion sandy soils which would likely not require major
mitigation for expansion potential;
Liquefaction potential is not a design concern, but dry sand settlement of up to 1-inch is
likely during a design earthquake event; and
Based on this limited preliminary study GDC considers that the proposed project is
feasible. Additional borings and/or Cone Penetration Tests (CPTs) should be performed
Contract Amendment No. 1 GDC Proposal No. IR17-002
SBVMWD – Sterling Natural Resources Center January 19, 2017
City of Highland, CA Page 2
with associated geotechnical laboratory testing to better define subsurface
characteristics for final design.
GDC will first mark the proposed explorations, and properly clear utilities including performing a
geophysical survey. The field exploration will consist of drilling ten (10) borings to a depth ranging
from 10 to 60 feet below current ground surface (bgs) or refusal, whichever is shallower, see
Table 1. We will also advance eleven (11) Cone Penetration Tests (CPTs) to depths ranging from
40 of 60 ft bgs or refusal, whichever is shallower, see Figures 2A through 2D for the proposed
exploration locations. Due to anticipated deeper groundwater at the site (below 50 feet bgs),
the borings will be backfilled with drill cuttings and will be properly finished to surface conditions.
LABORATORY TESTING
We propose to conduct the following geotechnical laboratory testing on selected field
exploration samples:
Gradation Analysis
Atterberg Limits
Unit Weight and Moisture Content
Soil classification
Direct Shear tests
Collapse/Swell/Consolidation tests
Corrosion/resistivity
Chemical tests
Sulfates, chloride, pH & minimum resistivity
R-value test
Electrical resistivity tests
DELIVERABLE
Our Geotechnical report deliverable will mainly evaluate feasibility for the proposed
developments based on geologic and seismic hazards, subsurface soil and groundwater
conditions. In addition, the report will provide the following geotechnical recommendations:
Project description and scope of work;
Geology and site conditions;
General subsurface soil and groundwater conditions;
Discussion of potential for liquefaction, dry seismic settlement and lateral spread and
other potential site geologic hazards;
Seismic design coefficients in accordance with Chapter 16 of the 2013 California Building
Code;
Contract Amendment No. 1 GDC Proposal No. IR17-002
SBVMWD – Sterling Natural Resources Center January 19, 2017
City of Highland, CA Page 3
Discussion of potential static settlement of the on -site soil and mitigation
recommendations;
Grading, including site preparation, excavation and slopes, the placing of compacted fill,
and quality control measures relating to earthwork;
OSHA soil classification for excavations;
Recommendations for design and construction of foundations for the proposed building,
equipment, and other structures;
, For shallow foundations and/or equipment pads, minimum width and depth
requirements, allowable soil contact pressures, design criteria for resistance of lateral
loads, estimated settlement analysis, and construction recommendations;
A discussion on preliminary corrosivity of soil conditions;
Buried utility line installation, including bedding;
Temporary and permanent site drainage and erosion control measures ; and
Subgrade preparation and design of paving.
SCHEDULE
We are prepared to start work immediately following the receipt of your written authorization.
We estimate that our draft Geotechnical Investigation report will be submitted approximately
four to five weeks after the notice to proceed. Expedited reporting can be conducted upon
request. Following an initial review of the draft reports by the Client, GDC will address any
comments the Client has in revised reports.
FEES
Our estimated fee for the above scope of work is $70,000.
The fee for the above scope will be incurred on a lump sum basis in accordance with the Project’s
approved fee rate schedule. A table providing a detailed cost breakdown is shown in the attached
Table 1, based on our current Standard Fee Schedule, included as Appendix A. We will not exceed
these fees unless we encounter significant unexpected problems or change of scope. In that
event, we will discuss the situation with you before incurring any additional cost.
The above fee estimates cover services provided through the completion of our preliminary
report. Supplemental post-report services will be provided, as needed, on a cost plus fixed fee
basis in accordance with our contract rates in effect at the time the work is performed.
SUPPORT NEEDED FROM CLIENT
The schedule and budget estimate presented above is based on the understanding that you will
provide the following support prior to start of field work:
Contract Amendment No. 1 GDC Proposal No. IR17-002
SBVMWD – Sterling Natural Resources Center January 19, 2017
City of Highland, CA Page 4
Permission to access the site
Contact information for owner or representative
CONCLUDING REMARKS
We look forward to being your consultant on this project. Please feel free to call us if you have
any questions on the contents of this contract amendment scope of work.
If you accept the terms of this contract amendment and you wish us to perform the proposed
services, please document your authorization to proceed by returning a countersigned copy of
this letter or issuing Amendment No. 1.
Sincerely, Accepted
GROUP DELTA
JAMES (JIM) P. CUNNEEN, J.D., P.E. SIGNATURE ___________________
Associate Engineer Name & Title __________________
Date __________________
JPC/
Enclosure: Figures 1, 2A through 2D, Cost Estimate Table, Appendix A (Fee Schedule)
FIGURES
VICINITY MAP
Figure Number:
1
Proposal Number:
IR17‐002
Project Location:
Sterling Natural Resource Center and Pipeline
Highland, CA
GROUP DELTA CONSULTANTS, INC.
ENGINEERS AND GEOLOGISTS
32 MAUCHLY, SUITE B
IRVINE, CA 92618 (949) 450-2100
Reference: Images taken from Google Maps.
Existing Building
1400 feet
Proposed Site:
ADMINISTRATION CENTER
(See Figure 2A)
Proposed Site:
TREATMENT FACILITY
(See Figure 2A)650 feet
EXPLANATION
Proposed 24‐inch Recycled Water Pipeline (See Figure 2C)
Proposed Force Main (See Figure 2D)
Proposed Gravity Main (See Figure 2D)
LIFT STATION
(See Figure 2B)
TREATMENT SITE
X X X X
X X X
X X X X
X
X
X
X
X
X
X
X
X
X
X
XX
X
X
X
X
X
XXXX
X
X
X
X
X
X
X
X X X X X X X X
X
X
X
X
X
X
X
X
DRAWING NO.
DWG:
SCALE:
ORIGINAL SIZE : 22"x34"
ISSUED FOR:
MARK DATEBY REVISION
DATE:
REVIEWED:
JOB NO:
DRAWN:
1/16/2017
1771
0
1"=60'
60 10030
DE
L
R
O
S
A
D
R
I
V
E
1
2
3
4
5
6
7
8
9
ADMINISTRATION CENTER
ADMINISTRATION BUILDING
PUBLIC RESTROOMS
ADMINISTRATIVE PAVILLIONS
DECORATIVE PONDS
DEMONSTRATION RECHARGE BASINS
DG WALKING TRAILS
WROUGHT IRON FENCE
MOTORIZED GATE
AC PAVING WITH CURB & GUTTER (SEE NOTE 1)
1
2
2
333
3
3
5
5
5
4
4
W 5TH STREET
SIXTH STREET
6
6
6
6
6
TS GB
1" = 60'
7
7
8
8
NOTE
1. PAVING SHALL CONSIST OF MIN 6" AC PAVEMENT OVER 12"
AGGREGATE BASE AND SHALL INCLUDE CONCRETE CURB &
GUTTER, STRIPING, AND PARKING BUMPERS
9
7
7
9
4 of 52
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TREATMENT FACILITY
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
SLUDGE BLENDING AND STORAGE TANK
ANAEROBIC DIGESTERS
WASTE GAS BURNER
DEWATERING BUILDING (INCLUDES
THICKENERS, SCREW PRESSES
DISGESTER AND SLUDGE TANK
MECHANICAL BUILDING
CHEMICAL BUILDING
ELECTRICAL YARD
WROUGHT IRON FENCE
MOTORIZED GATE
ODOR CONTROL BUILDING
OPERATIONS AND MAINTENANCE BUILDING
FUTURE CNG FACILITY
HEADWORKS BUILDING (INCLUDES COARSE SCREENS,
INFLUENT PUMP STATION AND GRIT REMOVAL SYSTEM)
PRIMARY CLARIFIERS
FUTURE CLARIFIER
FINE SCREENING BUILDING
EQUALIZATION/EMERGENCY STORAGE BASIN
BIOLOGICAL TANK BUILDING (INCLUDES BIOLOGICAL
PROCESS TANKS AND ASSOCIATED BLOWERS)
WATER TREATMENT BUILDING (INCLUDES MEMBRANE
TANK/BLOWERS/PUMPS, UV DISINFECTION, PLANT AND
RECYCLED WATER PUMP STATIONS)
1
3
45
67
8
9
14
11
11
12
1319
15
16
10
17
18 1818
17
17
17
12
"
M
I
N
LEVEL SENSOR
"LEAD" PUMP ON- ELEV 1013.5'
LIFTING CABLE
DROP PIPE OUTLET 1012.0'
PUMPS OFF - ELEV 1010.0'
LOW LEVEL ALARM - ELEV 1009.5'
WET WELL FLOOR - ELEV 1005.0'
STAINLESS STEEL GUIDE RAILS
PROVIDE PVC LINER INSIDE
STRUCTURE AFTER INSTALLATIONOF WALLS AND ROOF
HIGH/LOW LEVEL
FLOAT SWITCH
DI MJ
SLEEVE
CHECK
VALVE
VAULT DRAIN
W/ TRAP
FORCE MAIN
PLUG VALVE
6'X'6'X5' PRECAST
CONCRETE
(HS-20 LOADING)PRECAST CONCRETE
8' Ø WET WELL
(HS-20 LOADING)
ACCESS HATCH
(HS-20 LOADING)
FINISH GRADE/RIM - ELEV 1030.0' ±
POWER & CONTROL
PUMP CABLE
DI MJ RESTRAINED
SLEEVE
GRINDER
INVERT IN
ELEV - 1014.3'
GRAVITY
PIPE
1'-0"
3'-0" MINIMUM
SPACING
ACCESS HATCH
(HS-20 LOADING)
ACCESS HATCH
(HS-20 LOADING)
GRINDER
CHANNEL
VENT
SUBMERSIBLE
WASTEWATER PUMP
PRECAST
CONCRETE
GRINDER VAULT
(HS-20 LOADING)
NOTE:
1. CONTRACTOR MAY OPTIMIZE SITE LAYOUT
WITH INPUT FROM DISTRICT IN FINAL DESIGN
2. PROVIDE WATER SERVICE, 2 HOSE BIBS AND
ONE HOSE RACK FOR SITE WASH-DOWN
12.00 FT
50
.
0
0
F
T
100.00 FT
ASPHALT PAVEMENT
FORCE MAIN
WET WELL
POWER
ACTUATED GATE
FLOW
METER
VAULT
CHEMICAL
STORAGE AND
ODOR CONTROL
GE
N
ELECTRICAL &
CONTROL ROOM
VALVE
VAULT
8' HIGH BLOCK WALL
12
.
0
0
F
T
GRINDER VAULT
3" LAYER CRUSHED ROCK
OVER FILTER FABRIC
MH
A
-
PRE-ENGINEERED
BUILDING TO HOUSE
ELECTRICAL
EQUIPMENT AND
STAND-BY
GENERATOR
50
.
0
0
F
T
A
12
.
0
0
F
T
10.00 FT
PROVIDEREDWOODHEADERS
DRAWING NO.
DWG:
SCALE:
ORIGINAL SIZE : 22"x34"
ISSUED FOR:
MARK DATEBY REVISION
DATE:
REVIEWED:
JOB NO:
DRAWN:
1/16/2017
1771
SECTION A
0
1"=10'
10 20
LS SITE PLAN
TS EA
NONE
9 of 52
N.T.S
JW
DRAWING NO.
DWG:
SCALE:
ORIGINAL SIZE : 22"x34"
ISSUED FOR:
MARK DATEBY REVISION
DATE:
REVIEWED:
JOB NO:
DRAWN:
1/16/2017
1771
RH EA
1"=100'
LEGEND
5TH STREET
SIXTH STREET
BASE LINE
WARM CREEK
DE
L
R
O
S
A
D
R
I
V
E
DW
I
G
H
T
W
A
Y
3RD STREET
WA
T
E
R
M
A
N
A
V
E
N
U
E
BASE LINE
5TH STREET
SIXTH STREET
CITY
C
R
E
E
K
SCHOOL
SU
N
N
Y
S
I
D
E
A
V
E
N
U
E
PROPOSED
DISCHARGE
STRUCTURE
(BID ALTERNATE)
PROPOSED
DISCHARGE
STRUCTURE
CITY
C
R
E
E
K
AL
A
B
A
M
A
S
T
R
E
E
T
PA
L
M
A
V
E
N
U
E
AIRPORT
CH
U
R
C
H
A
V
E
N
U
E
SANTA
A
N
A
R
I
V
E
R
9TH STREET VI
C
T
O
R
I
A
A
V
E
N
U
E
LA
N
K
E
R
S
H
I
M
A
V
E
N
U
E
1"=1200'
0 1200 2400
PROPOSED 24" RECYCLED
WATER PIPELINE
PROPOSED 24" RECYCLED WATER
PIPELINE (BID ALTERNATE)
EVWD SERVICE AREA
BOUNDARY
PROPOSED SNRC
TREATMENT FACILITY
PROPOSED DISCHARGE
STRUCTURE
REDLANDS BASINS
CONTRACTOR SHALL USE EXISTING
36" EPOXY LINED STEEL PIPE IN
SANTA ANA RIVER BRIDGE CELL.
CONTRACTOR SHALL INSTALL
FLEX-TEND EXPANSION JOINT ON
EACH SIDE OF BRIDGE CONNECTIONS
CREEK CROSSING
BOTTOM OF FOOTING
EL = 1175.2
SE = 1196
CITY CR
E
E
K
B
Y
P
A
S
S
C
H
A
N
N
E
L
CREEK
CROSSING
FL = 1161
SE = 1167
CREEK CROSSING
(BID ALTERNATE)
FL = 1188
SE = 1196
SR-210 CROSSING
(BID ALTERNATE)
SURFACE ELEVATION
INVERT ELEVATION
SE
IE
CE
N
T
R
A
L
A
V
E
N
U
E
9TH STREETST
E
R
L
I
N
G
A
V
E
N
U
E
10 of 52
JW
CONTRACTOR SHALL
UTILIZE EXISTING 36" DIP
(STERLING AVENUE PIPELINE)
FROM SNRC TO STERLING AVENUE
(STA 125+, SHT C-6 OF DWG NO. D-11-470)
AND INSTALL 45 ^ BEND AND BEGIN NEW 24"
RW PIPELINE
DRAWING NO.
DWG:
SCALE:
ORIGINAL SIZE : 22"x34"
ISSUED FOR:
MARK DATEBY REVISION
DATE:
REVIEWED:
JOB NO:
DRAWN:
1/16/2017
1771
RH EA
1"=100'
LEGEND
5TH STREET
SIXTH STREET
BASE LINE
WARM CREEK
DE
L
R
O
S
A
D
R
I
V
E
DW
I
G
H
T
W
A
Y
3RD STREET
WA
T
E
R
M
A
N
A
V
E
N
U
E
BASE LINE
5TH STREET
SIXTH STREET
CITY
C
R
E
E
K
SCHOOL
SU
N
N
Y
S
I
D
E
A
V
E
N
U
E
REDLANDS BASINS
CITY CR
E
E
K
B
Y
P
A
S
S
CHANNE
L CITY
C
R
E
E
K
AL
A
B
A
M
A
S
T
R
E
E
T
PA
L
M
A
V
E
N
U
E
AIRPORT
CH
U
R
C
H
A
V
E
N
U
E
SANTA
A
N
A
R
I
V
E
R
9TH STREET VI
C
T
O
R
I
A
A
V
E
N
U
E
LA
N
K
E
R
S
H
I
M
A
V
E
N
U
E
54" WATER CROSSING
(CITY OF RIVERSIDE)
IE 1015
CREEK CROSSING
BOTTOM EL 1018
SE=1035
CREEK CROSSING
BOTTOM EL 1019
INLET AT SNRC
IE = 1066.5
SE = 1090
1"=1200'
0 1200 2400
EAST TRUNK SEWER
PROPOSED GRAVITY MAIN
PROPOSED FORCE MAIN
EXISTING 78" WATER
PIPELINE (SBVMWD)
SEWER DIVERSION POINT
EVWD SERVICE AREA
BOUNDARY
PROPOSED SNRC
TREATMENT FACILITY
SURFACE ELEVATION
INVERT ELEVATION
SE
IE
A
B3
B2
B4
E1
E2
E3
E4
EXISTING SEWER MAIN
(E) 24"
(E) 15"
(E) 21"
(N
)
X
"
(N) X"
(N
)
X
"
(N) X"
(N) X"
(N
)
X
"
EXISTING(E)
NEW(N)
(E
)
1
5
"
(E
)
4
8
"
PROPOSED
3RD STREET
LIFT STATION
CREEK
CROSSING
(N) X"(N) X"
11 of 52
JW
78" WATER CROSSING
IE = UNKNOWN
CREEK CROSSING
BOTTOM EL 1075 SE=1090
EASEMENT TO BE OBTAINED
BY THE DISTRICT FOR CROSSING
OUTSIDE PUBLIC RIGHT-OF-WAY
TABLES
Final Cost IR626 rev1.xlsx cost
1/19/2017
PERSONNEL HOURS TOTALS
TASK DESCRIPTION Se
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Pr
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Pr
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t
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B
O
R
E
Q
U
I
P
/
L
A
B
OU
T
S
I
D
E
EX
P
E
N
S
E
S
SU
B
CO
N
T
R
A
C
T
S
To
t
a
l
O
D
C
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TO
T
A
L
Hourly Rate $295 $235 $195 $185 $165 $140 $105 $100 $80
TASK NAME
Review Existing Data
Mark Borings/CPTs and clear utilities 12 $1,680 $1,680
6 Borings to 10', 5 to 40', 1 to 60' (280 ft), drilling 5 days 2 50 $7,590 17,500 $17,500 $25,090
Drum Disposal for Street borings for pipelines 2,500 $2,500 $2,500
Traffic Control for pipeline drilling 5,000 $5,000 $5,000
11 CPTs 40 to 60 feet, 2 days 16 $2,240 5,000 $5,000 $7,240
Laboratory testing 30 $3,150 500 $500 $3,650
Analyses and calculations 8 32 $7,640 $7,640
Draft Report 16 32 8 $10,800 $10,800
Final Report to incorporate review comments 8 16 8 $5,800 $5,800
SUB-TOTAL 34 80 78 30 16 38900 30500 30500 $69,400
TABLE 1 - COST ESTIMATE
Geotechnical Services for
Treatment Facility, Adminstration Center, Lift Station, and Pipelines
Group Delta Project No. IR626
Ta
s
k
N
o
.
Appendix A
Fee Schedule
Page 1 of 8
Group Delta Consultants, Inc.
Prevailing Wage
Schedule of Fees 2016
HOURLY CHARGES FOR PERSONNEL
PROFESSIONAL SERVICES
Senior Principal ........................................................................................................................... $295
Principal ...................................................................................................................................... $235
Associate ..................................................................................................................................... $200
Senior .......................................................................................................................................... $185
Project ......................................................................................................................................... $165
Senior Staff .................................................................................................................................. $155
Staff ............................................................................................................................................. $140
Expert Testimony (minimum 4 hours) ........................................................................................ $400
Designer / Illustrator /AutoCAD .................................................................................................. $100
Project Assistant/Dispatch/Admin ................................................................................................ $80
TESTING & INSPECTION SERVICES (inspection wages subject to prevailing wage)
Project Manager.......................................................................................................................... $175
Quality Control Manager ............................................................................................................ $155
Laboratory Manager ................................................................................................................... $140
Senior Environmental Technician ............................................................................................... $140
Environmental Technician ........................................................................................................... $100
Concrete Inspector ...................................................................................................................... $105
Shotcrete Inspector ..................................................................................................................... $105
PT Strand Inspector ..................................................................................................................... $105
Masonry Inspector ...................................................................................................................... $105
Drilled In Anchor Inspector ......................................................................................................... $105
AWS/CWI QC-1 ............................................................................................................................ $105
Structural Steel Welding & Bolting Inspector ............................................................................. $105
Structural Steel Shop Inspector................................................................................................... $105
Fireproofing Inspector ................................................................................................................ $105
Wood Frame/Shear Inspector ..................................................................................................... $105
Waterproofing Inspector ............................................................................................................ $105
Soils Technician ........................................................................................................................... $105
Deputy Grading Inspector .......................................................................................................... $105
Asphalt Technician ...................................................................................................................... $105
Concrete Sampling Technician .................................................................................................... $105
Batch Plant Technician/Inspector ............................................................................................... $105
SPECIALTY TESTING SERVICES (rates include equipment charges)
Tile/Brick Shear Testing, Two Man Crew* .................................................................................. $395
Tile/Substrate Pull Testing, Two Man Crew* .............................................................................. $265
Coring Technician, Two Man ....................................................................................................... $290
Coring Technician, One Man ....................................................................................................... $185
UT/MT Non-Destructive Testing (Level II)* ................................................................................. $120
Fireproofing Adhesion Testing* .................................................................................................. $120
Pachometer Survey ..................................................................................................................... $120
Torque/Pull Testing of Anchors & Bolts* .................................................................................... $120
Rebar/Strand Tag & Sample ........................................................................................................ $120
Moisture Emission Testing .......................................................................................................... $120
Laboratory Testing ........................................................................................................................ $90
Sample Pickup (hr.) ....................................................................................................................... $65
*Subject to prevailing wage
Group Delta Consultants, Inc.
Schedule of Fees 2016
Page 2 of 8
BASIS OF CHARGES
Minimum Charges (Field Services)
2-Hour Minimum: ....................................................................................... Show-Up Cancellation, no work performed
4-Hour Minimum: ............................................................................................................. 1-4 hours of work performed
8-Hour Minimum: ........................................................................................................ over 4 hours of work performed
Regular Time
The first 8 hours worked Monday through Friday between 5:00 am and 5:00 pm
In the event that project related equipment is required to be transported to and from the project site, other than
hand tools, the time required to do so shall be considered hours worked and will be billed as such.
Premium Charges
Shift Differential, shifts starting after 5:00 pm or before 5:00 am (requires 48 hr notice): ................ $2/Hr. Additional
Over 8 hrs on weekdays, up to 8 hrs on Saturdays: ............................................................................ 1.5 x Hourly Rate
Over 12 hrs on weekdays, over 8 hrs on Saturdays, Sunday, Holiday: ................................................ 2.0 x Hourly Rate
Pickups
Sample pickups occurring after hours or on weekends to comply with ASTM standards (required to be transported
to the final curing location within 48 hours of casting) may be subject to premium charges (overtime).
Rush Charges For Laboratory Services
Expedited turnaround is available for some tests at the following premiums above list price.
Same day service ................................................................................................................. 100% based on availability
1 day turnaround ..................................................................................................................................................... 80%
2 day turnaround ..................................................................................................................................................... 60%
3 day turnaround ..................................................................................................................................................... 40%
4 day turnaround ..................................................................................................................................................... 25%
Travel for Remote Projects
Travel time will be charged at the relevant base hourly rate.
Charges for Subcontracted Services
Outside Services/Subconsultants/Subcontractors: .................................................................................. Cost Plus 15%
Reimbursable Expenses
Parking, air fare, car rental, food and lodging, etc.: ................................................................................. Cost Plus 15%
Mileage
Mileage (per current IRS rate): ........................................................................................................................ $.54/mile
Equipment/Supply Charges
Refraction Seismograph ...................................................................................................................................... $65/hr.
Inclinometer Monitor .......................................................................................................................................... $65/hr.
Hazardous Gas Safety Monitor ............................................................................................................................ $25/hr.
Pneumatic Piezometer/Settlement Monitor ....................................................................................................... $65/hr.
Photo Ionization Detector ................................................................................................................................... $35/hr.
Mil Thickness Gauge ............................................................................................................................................ $20/hr.
Nuclear Density Gauge .......................................................................................................................................... $8/hr.
Skidmore .............................................................................................................................................................. $35/hr.
Moisture Vapor Emission Test Kit ....................................................................................................................... $65/ea.
Group Delta Consultants, Inc.
Schedule of Fees 2016
Page 3 of 8
LABORATORY TESTING
(unit cost)
SOIL AND ROCK TESTS
CLASSIFICATION AND INDEX TESTS:
Atterberg Limits, Plasticity Index (ASTM D4318) .................... $165
Non Plastic .............................................................. $115
Moisture Content (ASTM D2216) ............................................. $30
Sieve Analysis % Passing #200 Sieve (ASTM D1140) ............... $105
Sieve Analysis w/o Hydrometer (ASTM D422) ........................ $120
Sieve Analysis w/ Hydrometer (ASTM D422) .......................... $210
pH of Soil (CTM 643) ................................................................. $45
Soil Resistivity (CTM 643).......................................................... $90
Soluble Sulfate (CTM 417) ...................................................... $105
Soil Chloride Content (CTM 422) .............................................. $65
Corrosivity Series; Sulfate, Chloride, pH, Resistivity
(CTM643, 417, 422) ................................................ $265
Specific Gravity of Soil (ASTM D854) ...................................... $120
Unit Weight/Moisture Content, wax (ASTM D2937) ................ $65
Unit Weight/Moisture Content,
shelby tube (ASTM D2937) ....................................... $65
Unit Weight/Moisture Content,
ring sample (ASTM D2937) ....................................... $45
STRENGTH TESTS:
Direct Shear, Residual (ASTM D3080) ..................................... $540
Direct Shear, Consolidated (ASTM D3080) ............................. $265
Direct Shear, Consolidated (ASTM D3080), Remolded ........... $330
R-Value, (ASTM D2844, CTM 301) .......................................... $330
R-Value, Lime Treated in Lab (ASTM D2844, CTM 301) .......... $390
R-Value, Aggregate Base (ASTM D2844, CTM 301) ................. $390
California Bearing Ratio (D1883)…………………………………………. $720
Triaxial Compressive Strength (CU with PP) ........................ $1,320
Torsional Ring Shear (ASTM D7608) ....................................... $780
Vane Shear Test (ASTM D4648) ................................................ $45
Unconfined Compression (ASTM D2166) ............................... $215
VOLUMETRIC CHANGE:
Consolidation Test (ASTM D2435), w/o time rate .................. $265
Consolidation Test (ASTM D2435), w/ time rate .................... $395
Consolidation Test (ASTM D2435), single point ...................... $145
Free Swell ............................................................................... $235
Double Oedometer ................................................................. $395
Expansion Index (ASTM D4829) .............................................. $170
Response to Wetting (ASTM D4546) ...................................... $105
Soil Suction (ASTM D5298) ..................................................... $115
Freeze Thaw (ASTM D6035) .................................................... $105
PERMEABILITY:
Permeability of Granular Soil (ASTM D2434) .......................... $395
Permeability, Flexible Wall (ASTM D5084) ............................. $540
SOIL AND ROCK TESTS
PERMEABILITY: (cont)
Any necessary sample preparation time, including remolding, will
be added at hourly rate.
COMPACTION:
Maximum Density and Optimum Moisture (ASTM D1557)
4” Mold ................................................................... $200
6” Mold ................................................................... $225
Moisture Density of Soil-Cement Mixtures (ASTM D558)
4” Mold, Soil Cement.............................................. $265
Maximum Density/Optimum Moisture
with Rock Correction (ASTM D4718) ...................... $300
Maximum Density Check Point (ASTM D1557) ........................ $90
California Impact Compaction, test only (CTM 216) .............. $210
AGGREGATE/SUBGRADE:
Abrasion Test (ASTM C131/C535)
500 Revs ................................................................... $210
100 & 500 Revs……………………………………………………….$240
1000 Rev ................................................................... $265
Clay Lumps/Friable Particles (ASTM C142) ............................... $120
Durability Index, Coarse (ASTM D3744/CTM229) .................... $135
Durability Index, Fine (ASTM D3744/CTM229) ........................ $115
Durability Index, Coarse & Fine (ASTM D3744/CTM229)………..$225
Lime Stabilized Subgrade Mix Design ....................................... $540
Organic Impurities (ASTM C40) .................................................. $90
Percent Fractured Aggregate (ASTM D5821) ........................... $110
Fine Aggregate Angularity (ASTM C1252 ................................... $90
Sand Equivalent (ASTM D2419) ................................................ $115
Sieve Analysis (ASTM C136)
fine aggregate ........................................................... $120
coarse aggregate ...................................................... $105
Specific Gravity and Absorption:
fine aggregate (ASTM C128) ..................................... $165
coarse aggregate (ASTM C127) ................................ $105
Sulfate Soundness (ASTM C88) per sieve size .......................... $150
Cleanness Value (CTM 227) ...................................................... $145
Flat & Elongated Particles,
Per Screen Size (ASTM D4791) ................................. $105
Unit Weight of Aggregate, loose/dry rod (ASTM C29) ............. $105
SAMPLE PREPARATION
Sample preparation such as hand-cutting of samples, extraction from
samplers, processing, and mixing of stabilized soils will be charged in
addition to the individual test at the Engineering Technician hourly
rate ............................................................................................. $85
Group Delta Consultants, Inc.
Schedule of Fees 2016
Page 4 of 8
LABORATORY TESTING, CONTINUED
(unit cost)
CONSTRUCTION MATERIALS
ASPHALT CONCRETE:
Bulk Specific Gravity of Core,
Coated (CTM 308, ASTM D1188) .............................. $105
Hveem Unit Weight (CTM 304/308), set of 3 ........................... $295
Hveem Unit Weight (ASTM D2726), set of 2 ............................ $235
Stabilometer Value, set of 3 (CTM 366 .................................... $230
Stabilometer Value Only, set of 3 without Unit Weight
(CTM 366)…………………………………………………………..….$360
Asphalt Concrete JMF Verification......................................... $2,880
Marshall Unit Weight (ASTM D1559), 3 plug average .............. $265
Marshall Stability/Flow (ASTM D1560 ), set ............................. $255
Percent Bitumen (CTM 382) ..................................................... $135
Percent Bitumen & Gradation of
Extracted Sample (CTM 382/202) ............................ $240
Film Stripping (CTM 302 ) ......................................................... $235
HMA Moisture Content (CTM 371) ............................................. $75
Specific Gravity (Rice) of Bitumen Mix (ASTM D2041 ) ............. $175
Swell Test – Asphalt Concrete (CTM 305 ) ................................ $245
Ignition Oven Correction Factor
Aggregate and oil ...................................................... $780
Ignition Oven Correction Factor
Aggregate and oil w/ RAP ...................................... $1,500
Hveem AC Mix Design ............................................................. Quote
Marshall AC Mix Design .......................................................... Quote
Tensile Strength Ratio, Field Mix (CTM 371) $950
Tensile Strength Ratio, Lab Mix (CTM 371) $1,700
Tensile Strength Ratio,
Lab Mix w/ Lime (CTM 371) …………………………………$2,280
Tensile Strength Ratio, Field Mix (ASTM D4867)………….…………$900
Tensile Strength Ratio Lab Mix (ASTM D4867) …………………… $1,800
Tensile Strength Ratio,
Lab Mix w/ Lime (ASTM D4867)………………………………$2,040
REINFORCED CONCRETE TESTS:
Compressive Strength, per cylinder (ASTM C39) .................... $35
Compressive Strength, per core (ASTM C39/42) .................... $65
Flexural Strength, 6x6x18 beam (ASTM C78) .......................... $90
Compressive Strength, Shotcrete Panel,
Set of 3 (ASTM C39/42) ............................................. $330
Compressive Strength of Shotcrete Cores, each......................... $65
Removal of Shotcrete Cores, In Lab, each .................................. $55
Compressive Strength, Light Weight Concrete Fill ..................... $45
Drying Shrinkage, 3 specimens, 28-day (ASTM C157)……………..$530
Modulus of Elasticity (ASTM C469) ........................................... $225
CONSTRUCTION MATERIALS
REINFORCED CONCRETE TESTS: (cont)
Tensile Strength, Splitting (ASTM C496) ......................... $105
Petrographic Analysis of Cemetitious Mat. ................... Quote
Cement Content Analysis of Conc. (ASTM C1084) ....... $1,020
Coefficient of Thermal Expansion. .................................. $780
Concrete Trial Batch w/ lab testing .............................. $1,320
Sample Pickup, trip. .......................................................... $65
STRUCTURAL MASONRY:
Compressive Strength of Composite Prism, each
8x8x16 (ASTM C1314) .................................... $145
8x12x16 (ASTM C1314) ................................... $230
Compressive Strength of Masonry Block,
Set of 3 (ASTM C140) ...................................... $230
Linear Shrinkage of Masonry Blk, set of 3 (ASTM C426) . $300
Shear Test of Masonry Cores, 6” (DSA) ........................... $105
Compressive Strength of Masonry Cores, 6” .................... $75
Dimensions of Masonry Blk, Set of 3 (ASTM C140) ........... $60
Efflorescence, Block with Mortar, per unit ....................... $60
Efflorescence, Block only, per unit .................................... $60
Absorption of Masonry Block (ASTM C140),
Set of 3 ............................................................................ $105
Unit Weight of Masonry Block (ASTM C140),
Set of 3 ............................................................................ $105
Moisture Content of Masonry Block (ASTM C140),
Set of 3 ............................................................................ $105
Mortar Compressive Strength
2x4, per cylinder (UBC STD 21-16) .................................... $65
Grout Compressive Strength
2x2x2, per cube (ASTM C109) ........................................... $50
3x3x6, per cube (UBC STD 21-18) ..................................... $65
Brick Compressive Strength, 5 brick set (ASTM C67) ...... $265
Brick Absorption Test (ASTM C67)
5 or 24-hour submersion, 5 brick set .............................. $265
1, 2, or 5-hour boiling, 5 brick set ................................... $265
Efflorescence, Brick, 5 brick set (ASTM C67) ................... $264
Modulus of Rupture, 5 brick set (ASTM C67) .................. $190
Moisture As-Received, 5 brick set (ASTM C67) ............... $164
Saturation Coefficient/Absorption, 5 brick set
(requires 24 hr. Submersion and 5 hr, boil Absorption
test prior to calculation) ................................................ $130
Group Delta Consultants, Inc.
Schedule of Fees 2016
Page 5 of 8
LABORATORY TESTING, CONTINUED
(unit cost)
CONSTRUCTION MATERIALS
STRUCTURAL STEEL :
High Strength Bolt Testing (ASTM F606)
Hardness, bolt, washer, or nut, each .................... $45
Bolt Wedge Tensile, up to 7/8”, each .................... $75
Bolt Wedge Tensile, 1 to 1-1/4”, each ................. $105
Bolt Wedge Tensile, over 1-1/4”, each .............. Quote
Bolt Proof Load, up to 7/8”, each .......................... $60
Bolt Proof Load, 1 to 1-1/4,each ........................... $90
Bolt Proof Load, over 1-1/4”, each..................... Quote
Nut Proof Load, up to 7/8”, each ........................... $50
Nut Proof Load, 1 to 1-1/4”, each .......................... $75
Nut Proof Load, over 1-1/4”, each ..................... Quote
Bolt Assembly Test Series, Set of 3 ...................... $630
Set-Up, charged for each size if less than three bolts of each size
are submitted ...................................................... $110
Rebar, Tensile Test (ASTM A370)
No. 9 bar and smaller ............................................. $75
No. 10-14 bar ....................................................... $115
No. 18 bar ............................................................ $205
Rebar, Bend Test (ASTM A370)
No. 9 bar and smaller ............................................. $55
No. 10-14 bar ......................................................... $80
Welded Rebar (CTM 670)
No. 9 bar and smaller ............................................. $75
No. 10-14 bar ....................................................... $120
Mechanically Spliced (CTM 670)
No. 9 bar and smaller ............................................. $80
No. 10-14 bar ....................................................... $135
No. 18 bar ............................................................ $210
Slippage Test in Addition to Tensile, each ............. $75
Structural Steel, Tensile Test (ASTM A370)
100k or less ............................................................ $85
101k-200k ............................................................ $105
CONSTRUCTION MATERIALS
STRUCTURAL STEEL: (cont)
Structural Steel, Bend Test ..................................................... $75
Structural Steel, Pipe Flattening Test ..................................... $60
Seven Wire Strand, Tensile/MOE (ASTM A416) ................... $230
Seven Wire Strand, Tensile Only (ASTM A416) .................... $155
Machining and Prep. of Structural Steel ................................ $85
Structural Steel Chemical Analysis ....................................... $215
Skidmore Bolt Calibration, In Lab ......................................... $140
Weld Procedure Qualification Test, Rebar ........................... $415
Welder Qualification Test, Rebar ......................................... $175
Weld Procedure Qualification Test ...................................... $475
Welder Qualification Test..................................................... $175
Carbon Equivalent ................................................................ $130
Carbon Equivalent, Including Calculation ............................. $200
Macroetch Test of Welds ....................................................... $90
Nelson Stud Tensile (ASTM A370) ........................................ $270
Charpy Impact Testing ........................................................ Quote
FIREPROOFING:
Spray-Applied Fireproofing, Density (ASTM E605)
Oven-Dry Method ............................................................ $60
Displacement Method ...................................................... $60
ROOFING:
Asbestos Evaluation, per ply .................................................. $75
Asphalt Softening Point ....................................................... quote
Roofing Material Analysis (ASTM D2829)
with Surfacing................................................................ quote
without Surfacing .......................................................... quote
Roofing Tile, Absorption, set of 5 (ASTM C67) ..................... $265
Roofing Tile, Strength, set of 5 (ASTM C67) ......................... $265
Page 6 of 8
TERMS & CONDITIONS
RECOGNITION OF RISK
Client recognizes that the interpretations and recommendations of Group Delta Consultants, Inc. (GDC) are based
solely on the information available to GDC. Client further recognizes that surface and subsurface conditions can vary
from those encountered at the times and locations where data are obtained by GDC, and that the limitation on
available data results in some level of uncertainty with respect to the interpretation of these conditions despite the
use of due professional care.
GDC will not be responsible for the effect on any opinion rendered hereunder of unknowns such as acts of others
on adjacent properties, variables of nature including but not limited to earthquakes, masking of rocks by heavy
ground cover or the works of man, acts of God or other variables beyond the control of GDC.
GDC shall write reports so as to meet the administrative requirements of local governmental agencies; however, as
the decisions of such agencies are discretionary, GDC does not guarantee the approval of its reports or of Client's
project by any governmental agency.
PROFESSIONAL RESPONSIBILITY
GDC represents that the services shall be performed, within the limits prescribed by Client, in a manner consistent
with that level of care and skill ordinarily exercised by other professional consultants under similar circumstances.
No other representations to Client, express or implied, and no warranty or guarantee is included or intended in this
Agreement, or in any report, opinion, document or otherwise.
General INDEMNIFICATION – Other than Professional Services
GDC agrees to indemnify, hold harmless and defend Client from and against any and all loss, expenses, including
reasonable attorney's fees, injury, damage, to property or person, liability, arising out of the services performed by
GDC except where such loss, injury, damage, liability, cost, expenses or claims are the result of the negligence or
willful misconduct of Client, its agents, employees, officers, directors or shareholders;
PROFESSIONAL SERVICES INDEMNITY
GDC agrees to the fullest extent permitted by law, to indemnify and hold Client harmless from any damages, liability
or cost to the extent caused by GDC established and adjudicated negligence and only in direct proportion thereto.
GDC is not obligated to indemnify the Client in any manner whatsoever for the Clients negligence, whether active,
passive or otherwise. The Client is not obligated to indemnify the Consultant in any manner whatsoever for GDC
negligence, whether active, passive or otherwise. GDC shall defend itself from any actual or alleged claims arising
from the GDC’s services under this Agreement. GDC agrees to compensate the Client for reasonable attorney fees
or expenses incurred to defend the Client from any claims that are ultimately determined by an adjudication (or
formal dispute resolution process) to have been caused by and only in direct proportion to GDC negligent
performance.
Client agrees to indemnify, hold harmless and defend GDC from any against any and all loss, expenses including
reasonable attorney’s fees injury, damage, to property or person, liability, costs and/or claims caused by the actions
or inaction of the Client, its agents, employees, officers, directors or shareholders.
LIMITATION OF LIABILITY
To the fullest extent permitted by law and notwithstanding any other provision of this agreement, the total liability,
in the aggregate, of GDC, its officers, directors, members, partners, agents, employees and consultants to the Client
and anyone claiming by, through or under Client for any and all claims, loss, costs or damages whatsoever arising
out of, resulting from or in any way related to the Project or the Agreement from any cause or causes including but
not limited to professional negligence, professional errors or omissions, strict liability, breach of contract, indemnity
Group Delta Consultants, Inc.
Schedule of Fees 2016
Page 7 of 8
obligations or warranty express or implied of GDC or its officers, directors, members, partners, agents, employees
and consultants shall be limited to an amount not to exceed $50,000 or the fee of GDC, whichever sum is greater.
For any damage caused by negligence other than professional negligence, GDC's liability, including that of its
employees, agents and subcontractors, in the aggregate under this Agreement, shall not exceed the available limits
of GDC's comprehensive general and automobile liability, as applicable, insurance coverage.
In no event shall either GDC or Client be liable for consequential damages, including, without limitation, loss of use,
loss of profits, fines, penalties or the additional costs of completing the development of the property described
herein above due to delays, incurred by one another or their respective subsidiaries or successors, regardless of
whether such claim is based upon alleged breach of contract, willful misconduct or negligent act or omission,
whether professional or non-professional, of either of them or their agents, employees, subcontractors, officers,
directors or shareholders.
METHOD OF CHARGING AND PAYMENT CONDITIONS
GDC will submit the invoices to Client as stated in the proposal or periodically and a final invoice will be submitted
upon completion of our services. All retainers are held for credit to the final invoice. Payment is due upon
presentation of invoice and is past due thirty (30) days from invoice date. Client agrees to pay a finance charge of
one and one-half percent (1-1/2%) per month, or the maximum rate allowed by law, on past due accounts. Payments
shall first be applied to accrued interest and to the principal unpaid amount. Client specifically agrees further to pay
all expenses and costs, including but not limited to GDC's staff time at GDC's current Schedule of Fees, attorneys'
fees, and court and other costs associated with collection of past due accounts.
If any invoice for work performed by GDC is outstanding and unpaid for a period in excess of 90 (ninety) days, the
Client agrees that, in addition to any other remedy which may be available to it, GDC may stop work, withhold
reports/plans, and submit such invoice to binding arbitration under the Commercial Arbitration Rules of the
American Arbitration Association, as the same may be in effect at the date of such submission, and that judgment
upon the award rendered in such arbitration may be entered in any court having jurisdiction thereof.
ESTIMATED CHARGES AND PAYMENT CONDITIONS
GDC charges are only estimated and shall not be regarded as "lump sum" or "fixed price" or "guaranteed maximum"
compensation unless it is expressly so stated in writing.
ESTIMATED TIME SCHEDULE
Because of the uncertainties inherent in the services contemplated hereunder, time schedules are only estimated
schedules which are subject to revision unless specifically described as otherwise herein.
RIGHT OF ENTRY
The Client will provide for right of entry for GDC personnel, and for any other personnel and all equipment necessary
in order to complete the work. While GDC will take all reasonable precautions to minimize any damage to the
property, it is understood by Client that in the normal course of work some damage may occur, the correction of
which is not part of this Agreement. The client agrees to indemnify and hold GDC harmless from any liability for any
damage so caused by the performance of such work, unless caused by the gross negligence or willful misconduct of
GDC or its personnel.
SUBTERRANEAN STRUCTURES OR UTILITIES
Client shall indemnify and hold GDC harmless for damage or injury arising from damage to subterranean structures
or utilities (pipes, tanks, telephone cables, etc.) that are not called to the attention of GDC or are not correctly shown
on the plans furnished to GDC, in connection with work performed by GDC.
Group Delta Consultants, Inc.
Schedule of Fees 2016
Page 8 of 8
CONSTRUCTION PROCEDURES
GDC shall not specify construction procedures, manage or supervise construction, or implement or be responsible
for health and safety procedures; shall not be responsible for the acts or omissions of contractors or other parties
on the project; and shall not have control or charge of and shall not be responsible for construction, means, methods,
techniques, sequences or procedures, or for safety precautions and programs. GDC testing or inspection of portions
of the work of other parties on project shall not relieve such other parties from their responsibility for performing
their work in accordance with applicable plans and specifications.
SAMPLES
GDC will retain all soil and rock samples for thirty (30) days following exploration. Further storage or transfer of
samples can be made at an agreed expense upon Client's written request.
HAZARDOUS SUBSTANCES
Unless specifically included in the "Scope of Services," this Agreement does not include any services (including
detection or identification) relative to any substances which might be considered hazardous by an applicable
regulations.
OWNERSHIP OF DOCUMENTS
All reports, boring logs, field data and notes, laboratory test data, calculations, estimates and other documents
prepared by GDC, as instruments of service, shall remain the property of GDC. Client agrees that all reports and
other work furnished to the Client or its agents, which are not paid for, will be returned upon demand and will not
be used by the Client for any purpose whatever.
NO THIRD PARTY RIGHTS
This Agreement shall not create any rights or benefits to parties other than Client and GDC.
TIME BAR TO LEGAL ACTION
All legal actions by either party against the other for breach of this Agreement, or for failure to perform in accordance
with the applicable standard of care, however denominated, that are essentially based on such breach or failure,
shall be barred in two (2) years from the time claimant knew or should have known of its claim, but, in any event,
not later than four (4) years from the substantial completion of GDC's services.
DISPUTES
Any claims, disputes or other matter in question arising out of or related to this agreement shall be subject to
mediation as a condition precedent to any binding dispute resolution.
In the event that a dispute arises relating to the performance of the services to be provided under this Agreement,
and should that dispute result in litigation, it is agreed that the prevailing party shall be entitled to recover all
reasonable costs incurred in connection with such dispute, including GDC's staff time at GDC's Schedule of Fees in
effect at the time of such dispute, court costs, attorneys’ fees and all other claim related expenses.
•Treatment by San Bernardino Municipal Water Department
−City of San Bernardino City Council is Responsible for Rate Setting
2EAST VALLEY WATER DISTRICT
WASTEWATER TREATMENT TODAY
EVWD is Obligated to Pay Fees Approved By the City
100% of Wastewater Treatment Fees Sent to the City Including Development Fees
EVWD Has No Ownership of Treatment Facilities
EVWD Has No Input in Long-Term Planning/Spending
90-Day Termination of Service Clause Outside City Limits
LONG-TERM CONTRACT
PASS THROUGH PROVISION
•California Government Code
Section 53756
•Allows for Pass -through of
Wholesale Water / Wastewater
Treatment Charges
−Provided Schedule of Rates and
Charges adopts automatic
adjustments
−Maximum of Five Years
3EAST VALLEY WATER DISTRICT
AB 3030 / 2567
Wastewater Treatment
5 Years
January 2012
March 2016
July 2016
TREATMENT FEES
•Last EVWD Wastewater Rate
Hearing November 2011
−Avoided monthly deficit of $88,000
−Adopted 5 year pass through provision
•New Rates Based on 2015 Rate
Study and Capital Improvement Plan
•Beginning 2015 Separate Fees for
EVWD and Loma Linda
•City Adopted Rates September 2015
−Three phases
4EAST VALLEY WATER DISTRICT
City of San Bernardino
Adopted Rates
Effective Date Increase Status
October 1, 2015 8.5%Implemented
July 1, 2016 8.5%Implemented
July 1, 2017 3.25%Pending Hearing
$21,000 Additional Monthly Cost
$.70 Cost Per Single Family Account
5EAST VALLEY WATER DISTRICT
NOTICE OF PUBLIC HEARING
•Mailed to All Property Owners,
Customers Affected By Rates
•Explained Reason For Rate
Adjustments
•Gave Date and Time of Hearing
•Explained How Customers Can
Participate
−6 Protests Received prior to Hearing
6EAST VALLEY WATER DISTRICT
PROPOSITION 218 COMPLIANCE
Notices
Mailed
•December 9,
2016
Receive & File
Protests
•December 9,
2016 through
January 25, 2017
Post Notice
•December 22,
2016
Public Hearing
•January 25, 2017
•Adopt Resolution 2017.01 Updating the District’s Schedule of Water and
Wastewater Rates and Charges to Implement Phase Three of the City of San
Bernardino’s Wastewater Treatment Rate Increases Effective July 1, 2017
7EAST VALLEY WATER DISTRICT
RECOMMENDATION