HomeMy WebLinkAboutAgenda Packet - EVWD Board of Directors - 12/09/2020REGULAR BOARD MEETING
Closed Session Begins at 4:30 PMDecember 9, 2020 - 5:30 PM31111 Greenspot Road, Highland, CA 92346
In an effort to prevent the spread of COVID-19 and in accordance with Governor
Newsom's Executive Order N-25-20 and N-29-20, this meeting is being conducted via
teleconference. There will be no public location for attending this meeting in person.
Members of the public may listen and provide public comment telephonically.
Anyone wishing to join the meeting may do so using the following information:
DIAL: 1-209-425-5876 and enter CONFERENCE ID: 901 532 41#
You may also join by clicking HERE to join the meeting via Microsoft Teams.
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
REC ESS IN TO C LO SED SESSIO N
C L OSE D SE SSI O N
2.C O N FEREN C E WIT H REA L PRO PERT Y N EG O T IATO RS
(Government Code Section 54956.8)
Property: A PN: 1191-251-02, -05, -06
Negotiating Parties: J ohn Mura, General Manager/C EO
Under Negotiation: Price and Terms of Sale
5:30 P M RE C O N VE N E ME E T I N G
PLED G E O F A LLEG IA N C E
RO LL C A LL O F BO A RD MEMBERS
A N N O UN C EMEN T O F C LO SED SESSIO N A C T IO N S IT EMS
P U B L I C C O MME N T S
3.AP P RO VAL O F C ON SE N T C AL E N D AR
All matters listed under the C onsent C alendar are considered by the Board of
Directors to be routine and will be enacted in one motion. T here 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.Approve the October 28, 2020 regular board meeting minutes
b.Approve Directors' fees and expenses for November 2020
c.Financial Statements for October 2020
D I SC U SSI ON AN D P O SSI B L E AC T I O N I T E MS
4.C onsider Approval of Board Reorganization
a. Elect official officers for the positions of Board President, Vice President
b. Appointment of General Manager/C EO, C hief Financial Officer and Board
Secretary
c. Set the time, day and place for holding meetings
5.C onsider Approval of Contracts for Plant 108 Reservoir Rehabilitation Project
6.C onsider Approval to Prepare Preliminary Design Report for the East Surface
Water Treatment Plant
7.Review and A pprove the Popular Annual Financial Report for Year Ended J une 30,
2020
8.C onsider Approval of Administrative Policies and Programs
RE P O RT S
9.Board of Directors' Reports
10.General Manager/C EO Report
11.Legal Counsel Report
12.Board of Directors' Comments
AD J O U RN
P LEAS E NO T E:
Materials related to an item on this agenda s ubmitted to the Board after dis tribution of the agenda packet
are availab le fo r pub lic ins p ectio n in the District's o ffic e lo cated at 31111 G reens p o t R d., Highland , during
normal bus ines s ho urs. Also, s uc h d o cuments are available on the District's website at www.eastvalley.org
subject to staff's ability to pos t the doc uments before the meeting.
P urs uant to G overnment C o d e S ec tio n 54954.2(a), any reques t for a d is ab ility-related modific ation or
ac commodation, inc luding auxiliary aid s o r s ervic es , that is s o ught in order to p artic ip ate in the above-
agendized p ublic meeting s ho uld be d irected to the District C lerk at (909) 885-4900 at leas t 72 ho urs prior
to said meeting.
1
Minutes 10/28/2020 sma
Draft pending approval
EAST VALLEY WATER DISTRICT October 28, 2020
REGULAR BOARD MEETING
VIA TELECONFERENCE
MINUTES
The Chairman of the Board called the meeting to order at 5:32 p.m. Director Coats
led the flag salute.
PRESENT: Directors: Carrillo, Coats, Goodrich, Morales, Smith
ABSENT: None
STAFF: John Mura, General Manager/CEO; Brian Tompkins, Chief
Financial Officer; Jeff Noelte, Director of Engineering and
Operations; Kelly Malloy, Director of Strategic Services; Justine
Hendricksen, District Clerk; Shayla Antrim, Sr. Administrative
Assistant
LEGAL COUNSEL: Jean Cihigoyenetche
GUEST(s): Members of the public
PUBLIC COMMENTS
Chairman Smith declared the public participation section of the meeting open at 5:33
p.m.
There being no written or verbal comments, the public participation section was closed.
APPROVAL OF AGENDA
M/S/C (Coats-Goodrich) by unanimous roll call vote that the October 28, 2020
agenda be approved as submitted.
DISBURSEMENTS
M/S/C (Carrillo-Goodrich) by unanimous roll call vote that the General Fund
Disbursements #256666 through #256816 which were distributed during the period of
September 1, 2020 through September 30, 2020, bank drafts, and ACH Payments in the
amount of $12,549,682.25 and $359,663.26 for payroll and benefit contributions,
totaling $12,909,345.51 be approved.
2
Minutes 10/28/2020 sma
APPROVE INVESTMENT REPORT FOR QUARTER ENDED SEPTEMBER 30, 2020
M/S/C (Carrillo-Goodrich) by unanimous roll call vote that the Board accept and
file the investment report for the quarter ended September 30, 2020.
STERLING NATURAL RESOURCE CENTER UPDATE
The Director of Strategic Services provided an update on the construction progress of
the Sterling Natural Resource Center.
For information only.
TRANSFER OF UNCLAIMED FUNDS INTO THE DISTRICT GENERAL FUND
M/S/C (Morales-Goodrich) by unanimous roll call vote that the Board authorize
the Chief Financial Officer to perform procedures prescribed in the Government Code
and Civil Code of Procedure for the purpose of encumbering stale-dated checks and
keeping the related funds from escheating to the State as submitted.
BOARD OF DIRECTORS’ REPORTS
Director Morales reported on the following: October 16 he participated in the East Valley
Association of Realtors meeting where they reviewed the political races, and received
compliments on the tour of the Sterling Natural Resource Center; October 20 he met the
General Manager/CEO at the SNRC site for an update on construction progress; and
October 27 he participated in the San Bernardino Board of Water Commissioners
meeting.
Director Carrillo reported on the following: October 16 he participated in a conference
call with the General Manger/CEO to discuss District business; and October 27 he
participated in the Highland Chamber of Commerce monthly meeting where they
discussed the Coronavirus relief fund.
Director Coats reported on the following: October 15 he participated in the Advisory
Commission on Water Policy meeting; and October 27 he participated in the Highland
Chamber of Commerce monthly meeting.
Vice Chairman Goodrich reported on the following: October 22 reviewed the agenda
with the General Manager/CEO; and October 27 he participated in the Highland Chamber
of Commerce monthly meeting.
Chairman Smith reported on the following: October 19 he participated in the San
Bernardino Valley Water Conservation District Board meeting; October 22 reviewed the
agenda with the General Manager/CEO; and October 27 he participated in the Highland
Chamber of Commerce monthly meeting.
Information only.
3
Minutes 10/28/2020 sma
GENERAL MANAGER/CEO REPORT
The General Manager stated that today he participated in the Inland Empire Economic
Partnership’s Workforce Council virtual meeting where the group discussed the IE
Regional Business and Employment Recovery Task Force. Tomorrow he will be holding
an Orientation meeting with a candidate running for the Board. He reminded everyone
to adjust their clocks back an hour this weekend and reduce sprinkler schedules due to
the cooler weather.
The General Manager/CEO provided a COVID-19 update. He stated that every county in
California is assigned to a tier based on its rate of new cases and positivity; at a
minimum, counties must remain in a tier for at least three weeks before moving
forward. Data is reviewed weekly and tiers are updated every Tuesday. As of October
20, San Bernardino County’s new positive rate continues to be listed as “substantial”.
The General Manager/CEO provided information on upcoming events:
• November 11 - the District will be closed in observance of Veterans Day, and the
regularly scheduled board meeting is canceled.
• November 19 - the District will be hosting a virtual award ceremony to present
service awards to staff.
The General Manager/CEO thanked the public for their continued support during these
trying times and for participating in the District’s teleconferencing meetings. He stated
that meetings will continue to be held via teleconference until further notice.
Information only.
LEGAL COUNSEL REPORT
No report at this time.
BOARD OF DIRECTORS’ COMMENTS
Director Carrillo thanked staff for organizing a tour of construction progress at the
Sterling Natural Resource Center site for the East Valley Association of Realtors.
Director Coats commended the Operations Manager and staff for success on the use of
newly purchased generators used during the recent power outage.
Information only.
ADJOURN
Chairman Smith adjourned the meeting at 6:05 p.m.
4
Minutes 10/28/2020 sma
___________________________
David E. Smith, Board President
__________________________
John Mura, Secretary
R ecommended b y:
Jo hn Mura
G eneral Manager/C EO
R espec tfully sub mitted:
Jus tine Hendric ksen
District C lerk
B O AR D AGE N D A S TAF F R E P ORT
Agenda Item #3.b .
Meeting Date: Decemb er 9, 2020
C ons ent Item
To: G o verning Board Memb ers
F rom: G eneral Manager/C EO
Subject: Approve Directo rs ' fees and expens es for Novemb er 2020
R E C O MME N D AT IO N:
S taff rec ommend s that the Bo ard ap p ro ve the G overning Bo ard Members' F ees and Expenses fo r No vember
2020.
B AC KGR O UN D / AN ALYS IS :
T he Board has ins truc ted s taff to lis t all d irecto r fees and expenses as a s ep arate agenda item to s how full fis c al
trans p arency. O nly after Board review and approval will the c o mp ens ation and expens es be paid.
AG E N C Y G O ALS AN D OB J E C T IVE S :
G o al and O bjec tives I I - Maintain a C ommitment to S us tainab ility, Transparenc y, and Ac c o untability
a) P rac tice Trans parent and Ac countab le F is cal Management
R E VIE W B Y O T HE R S :
T his agenda item has been reviewed by the Ad minis tratio n d ep artment.
F IS C AL IMPAC T
T he fis c al impac t as soc iated with this agenda item is $5,954.50 whic h is includ ed in the c urrent fis c al b udget.
ATTACH M E N TS:
Description Type
Directors' Expense Reports No vember 202 0 Backup Material
R ecommended b y:
Jo hn Mura
G eneral Manager/C EO
R espec tfully sub mitted:
Brian Tomp kins
C hief F inancial O ffic er
B O AR D AGE N D A S TAF F R E P ORT
Agend a Item #3.c .
Meeting Date: Decemb er 9, 2020
C ons ent Item
To: G o verning Board Memb ers
F rom: G eneral Manager/C EO
Subject: F inanc ial S tatements fo r O cto b er 2020
R E C O MME N D AT IO N:
S taff rec o mmends that the Board of Directo rs (Bo ard ) ac cept and file the attac hed financial s tatements as of,
and for the p erio d ended, O cto ber 31, 2020.
B AC KGR O UN D / AN ALYS IS :
Includ ed herewith fo r the Board’s review is a s ummary o f Eas t Valley Water District’s financ ial results , as of
O c tober 31, 2020.
AG E N C Y G O ALS AN D OB J E C T IVE S :
G o al and O bjec tives I I - Maintain a C ommitment to S us tainab ility, Transparenc y, and Ac c o untability
a) P rac tice Trans parent and Ac countab le F is cal Management
R E VIE W B Y O T HE R S :
T his agenda item has been reviewed by the F inanc e Dep artment.
F IS C AL IMPAC T
T here is no fis cal impac t as s o c iated with this agend a item.
ATTACH M E N TS:
Description Type
Octo ber 2020 Financial Statement Monthly Re view Backup Material
Octo ber 2020 Financial Statements Backup Material
FINANCIAL STATEMENTS MONTHLY REVIEW
MONTH ENDING OCTOBER 31, 2020
page | 1
FINANCIAL STATEMENTS MONTHLY REVIEW
MONTH ENDING OCTOBER 31, 2020
page | 2
FINANCIAL STATEMENTS MONTHLY REVIEW
MONTH ENDING OCTOBER 31, 2020
page | 3
FINANCIAL STATEMENTS MONTHLY REVIEW
MONTH ENDING OCTOBER 31, 2020
page | 4
428,882 342,000
165,590
283,000
FINANCIAL STATEMENTS MONTHLY REVIEW
MONTH ENDING OCTOBER 31, 2020
page | 5
FINANCIAL STATEMENTS MONTHLY REVIEW
MONTH ENDING OCTOBER 31, 2020
page | 6
FINANCIAL STATEMENTS MONTHLY REVIEW
MONTH ENDING OCTOBER 31, 2020
page | 7
WATER WASTEWATER DISTRICT TOTAL
Assets:
Current Assets:
01 Cash and Cash Equivalents 6,935,753.01$ -$ 6,935,753.01$
02 Investments 3,658,968.00 2,024,125.00 5,683,093.00
03 Accounts Receivable, Net 5,714,138.53 272,217.82 5,986,356.35
04 ‐ Interest Receivable - 3,377.19 3,377.19
14*05 Other Receivables 401,289.39 6,690,077.70 7,091,367.09
07 Due from Sewer Fund 17,083,680.10 - 17,083,680.10
06 Due from Other Governments 58,144.57 16,890,801.30 16,948,945.87
08 Inventory 465,164.05 6,721.16 471,885.21
09 Prepaid Expenses 195,788.53 46,587.31 242,375.84
34,512,926.18 25,933,907.48 60,446,833.66
Non-Current Assets:
10 Restricted Cash and Cash Equivalents 1,549,220.81 5,699,748.11 7,248,968.92
11 Capital Assets not being Depreciated 10,226,230.13 109,665,829.76 119,892,059.89
13 Capital Assets, Net 104,926,506.81 18,772,674.24 123,699,181.05
116,701,957.75 134,138,252.11 250,840,209.86
Total Assets:151,214,883.93 160,072,159.59 311,287,043.52
Deferred Outflow Of Resources
24*Deferred Charge on Refunding 84,674.77 - 84,674.77
25 Deferred Outflows - Pensions 3,021,838.35 947,122.44 3,968,960.79
154,321,397.05 161,019,282.03 315,340,679.08
Current Liabilities:
22 Accounts Payable and Accrued Expenses 2,240,346.89 6,355,815.21 8,596,162.10
29 Due to Water Fund - 17,083,680.10 17,083,680.10
23 Accrued Payroll and Benefits - - -
15 Customer Service Deposits 1,521,664.41 - 1,521,664.41
16 Construction Advances and Retentions 106,000.00 4,870,012.30 4,976,012.30
17 Accrued Interest Payable 369,819.91 51,181.25 421,001.16
18 Current Portion of Compensated Absences 413,999.70 120,469.30 534,469.00
19 Current Portion of Long-Term Debt 954,952.71 7,499.15 962,451.86
5,606,783.62 28,488,657.31 34,095,440.93
Non-Current Liabilities:
20 Compensated Absences, less current portion 181,427.05 62,954.56 244,381.61
28 Net Pension Liability 9,065,574.49 2,739,565.75 11,805,140.24
21 Long Term Debt, Less Current Portion 38,463,032.09 91,314,790.83 129,777,822.92
27 Other Liabilities 1,100.14 - 1,100.14
Deferred Inflows Of Resources
26 Deferred Inflows - Pensions 563,194.25 182,013.87 745,208.12
48,274,328.02 94,299,325.01 142,573,653.03
53,881,111.64 122,787,982.32 176,669,093.96
31 Equity 96,596,133.72 38,072,157.37 134,668,291.09
96,596,133.72 38,072,157.37 134,668,291.09
Tot Total Revenue 11,641,013.08 4,680,542.70 16,321,555.78
Tot Total Expense 7,796,861.39 4,521,400.36 12,318,261.75
3,844,151.69 159,142.34 4,003,294.03
100,440,285.41 38,231,299.71 138,671,585.12
154,321,397.05$ 161,019,282.03$ 315,340,679.08$ Total Liabilities, Equity and Current Surplus (Deficit):
Total Total Beginning Equity:
Equity:
Revenues Over/Under Expenses
Total Current Liabilities:
Total Non-Current and Deferred Inflows of Resources:
Total Liabilities and Deferred Inflows of Resources:
Unaudited
As of October 31, 2020
Combining Schedule of Net Position
Total Equity and Current Surplus (Deficit):
Total Assets and Deferred Outflows of Resources:
Total Current Assets:
Total Non-Current Assets:
Page 1 of 8
AMENDED AMENDED AMENDED REMAINING
MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET
Revenue
41 Water Sales 2,263,753.65$ 8,471,444.53$ 17,068,000.00$ -$ -$ -$ 17,068,000.00$ 8,596,555.47$
42 Meter Charges 756,366.72 3,022,369.64 9,020,000.00 - - - 9,020,000.00 5,997,630.36
43 Penalties 11,108.42 45,794.96 195,000.00 4,671.16 20,065.62 130,000.00 325,000.00 259,139.42
44 Wastewater System Charges - - - 411,095.50 1,614,076.28 4,656,000.00 4,656,000.00 3,041,923.72
45 Wastewater Treatment Charges - - - 778,679.61 3,016,594.08 8,586,000.00 8,586,000.00 5,569,405.92
46 Other Operating Revenue 15,044.86 88,091.60 56,000.00 10,089.00 29,806.72 65,000.00 121,000.00 3,101.68
47 Non Operating Revenue 1,234.02 13,312.35 259,000.00 - - 30,000.00 289,000.00 275,687.65
48 Gain or Loss on Disposition - - - - - - - -
56 Benefits - - - - - - - -
68 Depreciation - - - - - - - -
Revenue Total: 3,047,507.67 11,641,013.08 26,598,000.00 1,204,535.27 4,680,542.70 13,467,000.00 40,065,000.00 23,743,444.22
- - - - -
Expense by Category
51 Labor 566,316.82 1,522,745.03 5,334,400.00 162,612.12 430,516.17 1,542,600.00 6,877,000.00 4,923,738.80
56 Benefits 170,541.23 1,485,368.90 2,893,400.00 45,428.07 411,049.09 750,600.00 3,644,000.00 1,747,582.01
63 Contract Services 210,117.82 1,080,045.32 4,093,950.00 2,277,258.51 3,251,625.39 9,508,050.00 13,602,000.00 9,070,329.29
65 Professional Development 40,597.60 72,954.17 300,650.00 13,658.86 27,144.07 107,350.00 408,000.00 307,901.76
53 Overtime 49,585.12 127,526.13 357,100.00 1,368.23 3,506.28 27,900.00 385,000.00 253,967.59
62 Materials and Supplies 100,490.58 432,710.72 1,189,200.00 7,574.19 20,778.46 115,800.00 1,305,000.00 851,510.82
64 Utilities 343,074.89 1,194,824.12 2,570,900.00 10,343.01 35,597.58 193,100.00 2,764,000.00 1,533,578.30
52 Temporary Labor - - - - - - - -
67 Other 11,500.27 313,776.99 672,600.00 4,869.38 134,113.74 72,400.00 745,000.00 297,109.27
54 Standby 3,521.66 10,130.09 33,000.00 820.00 2,344.58 2,000.00 35,000.00 22,525.33
61 Water Supply - 195,963.29 826,000.00 - - - 826,000.00 630,036.71
71 -Debt Service - 1,360,816.63 4,066,000.00 - 204,725.00 313,000.00 4,379,000.00 2,813,458.37
81 -Capital Improvement 154,054.55 56,524.55 3,070,000.00 5,564,042.65 (17,216,166.90) 395,000.00 3,465,000.00 20,624,642.35
82 -Capital Outlay 4,937.84 173,007.24 1,195,000.00 2,116.22 136,990.38 435,000.00 1,630,000.00 1,320,002.38
83 -Accounting Income Add back (158,992.39) (229,531.79) - (5,566,158.87) 17,079,176.52 - - (16,849,644.73)
Expense Total: 1,495,745.99 7,796,861.39 26,602,200.00 2,523,932.37 4,521,400.36 13,462,800.00 40,065,000.00 27,546,738.25
Total Surplus (Deficit): 1,551,761.68$ 3,844,151.69$ -$ (1,319,397.10)$ 159,142.34$ -$ -$ -$
Unaudited
Revenue and Expense Budget-to-Actual by Category
Month Ended October 31, 2020
WATER WASTEWATER DISTRICT WIDE
Page 2 of 8
AMENDED AMENDED AMENDED REMAINING
MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET
Revenue
41 Water Sales 2,263,753.65$ 8,471,444.53$ 17,068,000.00$ -$ -$ -$ 17,068,000.00$ 8,596,555.47$
42 Meter Charges 756,366.72 3,022,369.64 9,020,000.00 - - - 9,020,000.00 5,997,630.36
43 Penalties 11,108.42 45,794.96 195,000.00 4,671.16 20,065.62 130,000.00 325,000.00 259,139.42
44 Wastewater System Charges - - - 411,095.50 1,614,076.28 4,656,000.00 4,656,000.00 3,041,923.72
45 Wastewater Treatment Charges - - - 778,679.61 3,016,594.08 8,586,000.00 8,586,000.00 5,569,405.92
46 Other Operating Revenue 15,044.86 88,091.60 56,000.00 10,089.00 29,806.72 65,000.00 121,000.00 3,101.68
47 Non Operating Revenue 1,234.02 13,312.35 259,000.00 - - 30,000.00 289,000.00 275,687.65
Revenue Total: 3,047,507.67 11,641,013.08 26,598,000.00 1,204,535.27 4,680,542.70 13,467,000.00 40,065,000.00 23,743,444.22
- - - - -
Program1000 - Board of Directors 8,129.38 39,261.47 179,900.00 3,482.10 16,810.06 77,100.00 257,000.00 200,928.47
Program2000 - General Administration 103,078.26 323,472.64 912,600.00 42,004.62 131,536.94 389,400.00 1,302,000.00 846,990.42
Program2100 - Human Resources 43,860.35 448,643.95 1,079,500.00 17,482.95 190,216.56 245,500.00 1,325,000.00 686,139.49
Program2200 - Public Affairs 46,539.17 213,715.84 1,162,400.00 27,951.50 164,311.69 426,600.00 1,589,000.00 1,210,972.47
Program2300 - Conservation 32,093.65 77,460.18 624,000.00 - - - 624,000.00 546,539.82
Program3000 - Finance 77,091.44 320,404.83 890,700.00 32,743.56 136,954.34 381,300.00 1,272,000.00 814,640.83
Program3200 - Information Technology 41,002.02 172,605.37 711,100.00 22,666.48 87,782.87 261,900.00 973,000.00 712,611.76
Program3300 - Customer Service 69,952.12 316,530.77 1,112,100.00 32,750.75 142,397.88 394,900.00 1,507,000.00 1,048,071.35
Program3400 - Meter Service 27,350.00 95,425.10 290,000.00 - (9.97) - 290,000.00 194,584.87
Program4000 - Engineering 77,278.34 303,924.58 1,080,800.00 29,373.64 117,389.21 463,200.00 1,544,000.00 1,122,686.21
Program5000 - Water Production 424,627.59 2,051,139.09 4,493,000.00 - - - 4,493,000.00 2,441,860.91
Program5100 - Water Treatment 70,885.57 320,750.93 905,000.00 - - - 905,000.00 584,249.07
Program5200 - Water Quality 41,740.05 176,768.58 480,000.00 - - - 480,000.00 303,231.42
Program6000 - Field Maintenance Administration 41,151.64 233,469.81 390,600.00 5,222.09 17,791.04 43,400.00 434,000.00 182,739.15
Program6100 - Water Maintenance 264,629.29 815,954.93 2,635,000.00 - - - 2,485,000.00 1,669,045.07
Program6200 - Wastewater Maintenance - - - 2,288,931.19 3,218,936.77 9,389,000.00 9,389,000.00 6,170,063.23
Program7000 - Facilities Maintenance 84,358.36 327,351.48 824,500.00 16,575.80 71,695.59 197,500.00 1,022,000.00 622,952.93
Program7100 - Fleet Maintenance 41,978.76 199,165.21 500,000.00 4,747.69 20,862.38 50,000.00 500,000.00 279,972.41
Program8000 - Capital - 1,360,816.63 8,331,000.00 - 204,725.00 1,143,000.00 9,474,000.00 24,758,103.10
Total Surplus (Deficit):1,551,761.68$ 3,844,151.69$ -$ (1,319,397.10)$ 159,142.34$ -$ -$ -$
Revenue and Expense Budget-to-Actual by Program
Month Ended October 31, 2020
Unaudited
WATER WASTEWATER DISTRICT WIDE
Page 3 of 8
AMENDED AMENDED AMENDED REMAINING
MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET
Revenue
41 Water Sales 2,263,753.65$ 8,471,444.53$ 17,068,000.00$ -$ -$ -$ 17,068,000.00$ 8,596,555.47$
42 Meter Charges 756,366.72 3,022,369.64 9,020,000.00 - - - 9,020,000.00 5,997,630.36
43 Penalties 11,108.42 45,794.96 195,000.00 4,671.16 20,065.62 130,000.00 325,000.00 259,139.42
44 Wastewater System Charges - - - 411,095.50 1,614,076.28 4,656,000.00 4,656,000.00 3,041,923.72
45 Wastewater Treatment Charges - - - 778,679.61 3,016,594.08 8,586,000.00 8,586,000.00 5,569,405.92
46 Other Operating Revenue 15,044.86 88,091.60 56,000.00 10,089.00 29,806.72 65,000.00 121,000.00 3,101.68
47 Non Operating Revenue 1,234.02 13,312.35 259,000.00 - - 30,000.00 289,000.00 275,687.65
48 Gain or Loss on Disposition - - - - - - - -
56 Benefits - - - - - - - -
68 Depreciation - - - - - - - -
Revenue Total: 3,047,507.67 11,641,013.08 26,598,000.00 1,204,535.27 4,680,542.70 13,467,000.00 40,065,000.00 23,743,444.22
Program: 1000 - Board of Directors - - -
51 Labor 4,042.50$ 18,375.00$ 73,500.00$ 1,732.50$ 7,875.00$ 31,500.00$ 105,000.00$ 78,750.00$
56 Benefits 3,644.88 20,252.29 56,000.00 1,562.10 8,679.56 24,000.00 80,000.00 51,068.15
62 Materials and Supplies - 31.96 700.00 - 13.70 300.00 1,000.00 954.34
63 Contract Services - - 21,700.00 - - 9,300.00 31,000.00 31,000.00
65 Professional Development 442.00 602.22 28,000.00 187.50 241.80 12,000.00 40,000.00 39,155.98
Program: 1000 - Board of Directors Total: 8,129.38 39,261.47 179,900.00 3,482.10 16,810.06 77,100.00 257,000.00 200,928.47
Program: 2000 - General Administration - - -
51 Labor 39,728.92 106,999.89 367,500.00 17,026.68 45,552.06 157,500.00 525,000.00 372,448.05
53 Overtime 214.22 416.69 2,100.00 91.81 178.59 900.00 3,000.00 2,404.72
56 Benefits 18,041.46 126,763.91 232,400.00 5,560.27 47,538.23 99,600.00 332,000.00 157,697.86
62 Materials and Supplies 42.17 332.38 3,500.00 18.07 142.44 1,500.00 5,000.00 4,525.18
63 Contract Services 18,091.50 36,682.10 215,600.00 7,753.50 15,720.90 92,400.00 308,000.00 255,597.00
64 Utilities 153.57 466.65 2,100.00 65.82 200.00 900.00 3,000.00 2,333.35
65 Professional Development 26,806.42 51,811.02 89,400.00 11,488.47 22,204.72 36,600.00 126,000.00 51,984.26
Program: 2000 - General Administration Total:103,078.26 323,472.64 912,600.00 42,004.62 131,536.94 389,400.00 1,302,000.00 846,990.42
Program: 2100 - Human Resources - - - -
51 Labor 20,208.36 50,522.65 170,100.00 8,660.69 21,639.91 72,900.00 243,000.00 170,837.44
52 Temporary Labor - - - - - - - -
53 Overtime - - 2,100.00 - - 900.00 3,000.00 3,000.00
56 Benefits 5,505.76 58,314.62 105,700.00 2,359.56 24,991.72 45,300.00 151,000.00 67,693.66
62 Materials and Supplies 2,226.61 2,877.70 7,000.00 - 157.51 3,000.00 10,000.00 6,964.79
63 Contract Services 3,154.27 18,284.68 104,700.00 991.84 6,865.58 36,300.00 141,000.00 115,849.74
64 Utilities 45.41 181.18 700.00 19.46 77.65 300.00 1,000.00 741.17
65 Professional Development 1,358.06 5,531.07 33,600.00 582.02 2,370.45 14,400.00 48,000.00 40,098.48
67 Other 11,361.88 312,932.05 655,600.00 4,869.38 134,113.74 72,400.00 728,000.00 280,954.21
Program: 2100 - Human Resources Total: 43,860.35 448,643.95 1,079,500.00 17,482.95 190,216.56 245,500.00 1,325,000.00 686,139.49
Month Ended October 31, 2020
Unaudited
Program Expense Detail Budget-to-Actual
WATER WASTEWATER DISTRICT WIDE
Page 4 of 8
AMENDED AMENDED AMENDED REMAINING
MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET
Month Ended October 31, 2020
Unaudited
Program Expense Detail Budget-to-Actual
WATER WASTEWATER DISTRICT WIDE
Program: 2200 - Public Affairs - - - -
51 Labor 30,674.36 97,358.99 372,500.00 13,146.14 40,036.30 159,500.00 532,000.00 394,604.71
52 Temporary Labor - - - - - - - -
53 Overtime 143.30 225.86 11,900.00 61.40 96.78 5,100.00 17,000.00 16,677.36
56 Benefits 7,862.34 63,003.46 188,300.00 3,369.45 45,588.01 80,700.00 269,000.00 160,408.53
62 Materials and Supplies 1,905.73 4,084.37 81,200.00 3,131.59 5,650.93 34,800.00 116,000.00 106,264.70
63 Contract Services 5,621.70 47,419.86 442,700.00 7,776.11 70,919.42 118,300.00 561,000.00 442,660.72
64 Utilities 170.04 561.40 38,500.00 397.51 1,565.15 16,500.00 55,000.00 52,873.45
65 Professional Development 161.70 1,061.90 27,300.00 69.30 455.10 11,700.00 39,000.00 37,483.00
Program: 2200 - Public Affairs Total: 46,539.17 213,715.84 1,162,400.00 27,951.50 164,311.69 426,600.00 1,589,000.00 1,210,972.47
Program: 2300 - Conservation - - - -
51 Labor 8,853.05 34,312.84 107,000.00 - - - 107,000.00 72,687.16
52 Temporary Labor - - - - - - - -
53 Overtime - - 7,000.00 - - - 7,000.00 7,000.00
56 Benefits 3,623.40 11,111.82 36,000.00 - - - 36,000.00 24,888.18
62 Materials and Supplies 18,941.97 18,098.45 167,000.00 - - - 167,000.00 148,901.55
63 Contract Services 525.00 13,525.31 258,000.00 - - - 258,000.00 244,474.69
64 Utilities 150.23 411.76 39,000.00 - - - 39,000.00 38,588.24
65 Professional Development - - 10,000.00 - - - 10,000.00 10,000.00
Program: 2300 - Conservation Total: 32,093.65 77,460.18 624,000.00 - - - 624,000.00 546,539.82
Program: 3000 - Finance - - - -
51 Labor 58,259.23 154,026.63 501,200.00 24,906.39 65,907.36 214,800.00 716,000.00 496,066.01
52 Temporary Labor - - - - - - - -
53 Overtime 454.61 883.59 9,100.00 194.83 378.66 3,900.00 13,000.00 11,737.75
56 Benefits 15,197.58 153,327.77 269,500.00 6,489.47 65,683.22 115,500.00 385,000.00 165,989.01
62 Materials and Supplies 259.50 740.54 7,700.00 111.22 317.38 3,300.00 11,000.00 9,942.08
63 Contract Services 2,590.00 9,308.49 77,000.00 900.00 3,760.07 33,000.00 110,000.00 96,931.44
64 Utilities 131.02 764.58 2,800.00 56.15 327.69 1,200.00 4,000.00 2,907.73
65 Professional Development 199.50 1,353.23 22,400.00 85.50 579.96 9,600.00 32,000.00 30,066.81
67 Other - - 1,000.00 - - - 1,000.00 1,000.00
Program: 3000 - Finance Total: 77,091.44 320,404.83 890,700.00 32,743.56 136,954.34 381,300.00 1,272,000.00 814,640.83
Program: 3200 - Information Technology - - - -
51 Labor 22,885.93 59,570.96 236,600.00 13,764.84 36,024.44 101,400.00 338,000.00 242,404.60
52 Temporary Labor - - - - - - - -
53 Overtime - - - - - - - -
56 Benefits 5,111.35 30,395.70 84,000.00 3,328.18 16,341.85 36,000.00 120,000.00 73,262.45
62 Materials and Supplies 3,806.59 10,150.30 30,100.00 1,631.39 4,350.12 12,900.00 43,000.00 28,499.58
63 Contract Services 8,775.18 70,602.65 345,000.00 3,760.80 30,258.28 105,000.00 450,000.00 349,139.07
64 Utilities 422.97 1,836.76 4,200.00 181.27 787.18 1,800.00 6,000.00 3,376.06
65 Professional Development - 49.00 11,200.00 - 21.00 4,800.00 16,000.00 15,930.00
Program: 3200 - Information Technology Total: 41,002.02 172,605.37 711,100.00 22,666.48 87,782.87 261,900.00 973,000.00 712,611.76
Page 5 of 8
AMENDED AMENDED AMENDED REMAINING
MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET
Month Ended October 31, 2020
Unaudited
Program Expense Detail Budget-to-Actual
WATER WASTEWATER DISTRICT WIDE
Program: 3300 - Customer Service - - - -
51 Labor 26,256.82 71,370.72 236,500.00 15,117.59 37,594.62 178,500.00 415,000.00 306,034.66
52 Temporary Labor - - - - - - - -
53 Overtime 295.76 295.76 4,900.00 126.76 126.76 2,100.00 7,000.00 6,577.48
56 Benefits 8,766.47 102,181.02 194,300.00 5,169.01 46,334.68 47,700.00 242,000.00 93,484.30
62 Materials and Supplies 177.45 899.14 6,300.00 76.05 385.34 2,700.00 9,000.00 7,715.52
63 Contract Services 25,716.17 122,789.10 525,800.00 8,575.16 50,177.85 113,200.00 639,000.00 466,033.05
64 Utilities 8,601.06 18,150.09 115,100.00 3,686.18 7,778.63 45,900.00 161,000.00 135,071.28
65 Professional Development - - 13,200.00 - - 4,800.00 18,000.00 18,000.00
67 Other 138.39 844.94 16,000.00 - - - 16,000.00 15,155.06
Program: 3300 - Customer Service Total: 69,952.12 316,530.77 1,112,100.00 32,750.75 142,397.88 394,900.00 1,507,000.00 1,048,071.35
Program: 3400 - Meter Service - - - -
51 Labor 21,001.78 57,915.30 197,000.00 - (22.10) - 197,000.00 139,106.80
53 Overtime 510.03 510.69 6,000.00 - - - 6,000.00 5,489.31
56 Benefits 5,300.33 35,699.96 72,000.00 - 12.13 - 72,000.00 36,287.91
62 Materials and Supplies - - 5,000.00 - - - 5,000.00 5,000.00
63 Contract Services 221.61 545.65 8,000.00 - - - 8,000.00 7,454.35
64 Utilities 316.25 753.50 2,000.00 - - - 2,000.00 1,246.50
65 Professional Development - - - - - - - -
Program: 3400 - Meter Service Total: 27,350.00 95,425.10 290,000.00 - (9.97) - 290,000.00 194,584.87
Program: 4000 - Engineering - - - -
51 Labor 55,474.17 135,779.56 514,500.00 23,774.63 58,178.53 220,500.00 735,000.00 541,041.91
52 Temporary Labor - - - - - - - -
53 Overtime - - 2,100.00 - - 900.00 3,000.00 3,000.00
56 Benefits 11,529.61 129,973.14 184,100.00 4,941.10 55,567.26 78,900.00 263,000.00 77,459.60
62 Materials and Supplies - 768.10 16,100.00 - 285.61 6,900.00 23,000.00 21,946.29
63 Contract Services 1,344.00 9,890.07 202,300.00 576.00 2,233.32 86,700.00 289,000.00 276,876.61
64 Utilities 8,911.66 27,494.81 137,200.00 73.81 1,116.39 58,800.00 196,000.00 167,388.80
65 Professional Development 18.90 18.90 24,500.00 8.10 8.10 10,500.00 35,000.00 34,973.00
Program: 4000 - Engineering Total: 77,278.34 303,924.58 1,080,800.00 29,373.64 117,389.21 463,200.00 1,544,000.00 1,122,686.21
Program: 5000 - Water Production - - - -
51 Labor 79,651.91 210,630.60 723,000.00 - - - 723,000.00 512,369.40
53 Overtime 5,084.59 16,271.61 22,000.00 - - - 22,000.00 5,728.39
54 Standby 1,800.00 4,946.00 15,000.00 - - - 15,000.00 10,054.00
56 Benefits 21,576.62 244,829.55 452,000.00 - - - 452,000.00 207,170.45
61 Water Supply - 195,963.29 826,000.00 - - - 826,000.00 630,036.71
62 Materials and Supplies 14,783.95 73,280.13 300,000.00 - - - 300,000.00 226,719.87
63 Contract Services 26,153.16 330,493.80 381,000.00 - - - 381,000.00 50,506.20
64 Utilities 275,442.36 973,971.92 1,764,000.00 - - - 1,764,000.00 790,028.08
65 Professional Development 135.00 752.19 10,000.00 - - - 10,000.00 9,247.81
Program: 5000 - Water Production Total: 424,627.59 2,051,139.09 4,493,000.00 - - - 4,493,000.00 2,441,860.91
Page 6 of 8
AMENDED AMENDED AMENDED REMAINING
MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET
Month Ended October 31, 2020
Unaudited
Program Expense Detail Budget-to-Actual
WATER WASTEWATER DISTRICT WIDE
Program: 5100 - Water Treatment - - - -
51 Labor 27,103.20 72,009.87 252,000.00 - - - 252,000.00 179,990.13
53 Overtime 5,742.14 13,756.12 39,000.00 - - - 39,000.00 25,243.88
56 Benefits 8,426.58 82,542.16 150,000.00 - - - 150,000.00 67,457.84
62 Materials and Supplies 6,655.79 88,907.68 165,000.00 - - - 165,000.00 76,092.32
63 Contract Services 7,698.94 12,647.51 149,000.00 - - - 149,000.00 136,352.49
64 Utilities 15,258.92 50,887.59 150,000.00 - - - 150,000.00 99,112.41
Program: 5100 - Water Treatment Total: 70,885.57 320,750.93 905,000.00 - - - 905,000.00 584,249.07
Program: 5200 - Water Quality - - - -
51 Labor 20,779.20 55,125.70 184,000.00 - - - 184,000.00 128,874.30
53 Overtime 464.51 489.66 13,000.00 - - - 13,000.00 12,510.34
56 Benefits 5,032.47 90,183.82 90,000.00 - - - 90,000.00 (183.82)
62 Materials and Supplies 1,246.32 4,709.43 18,000.00 - - - 18,000.00 13,290.57
63 Contract Services 13,912.55 25,819.97 167,000.00 - - - 167,000.00 141,180.03
64 Utilities - - 2,000.00 - - - 2,000.00 2,000.00
65 Professional Development 305.00 440.00 6,000.00 - - - 6,000.00 5,560.00
Program: 5200 - Water Quality Total: 41,740.05 176,768.58 480,000.00 - - - 480,000.00 303,231.42
Program: 6000 - Field Maintenance Administration - - - -
51 Labor 19,749.52 51,982.71 180,000.00 2,176.04 5,714.91 20,000.00 200,000.00 142,302.38
52 Temporary Labor - - - - - - - -
53 Overtime - - 1,800.00 - - 200.00 2,000.00 2,000.00
54 Standby 1,721.66 5,184.09 18,000.00 820.00 2,344.58 2,000.00 20,000.00 12,471.33
56 Benefits 6,013.07 146,514.01 129,600.00 710.70 7,457.35 14,400.00 144,000.00 (9,971.36)
62 Materials and Supplies - 9,353.31 2,700.00 - - 300.00 3,000.00 (6,353.31)
63 Contract Services 102.88 411.52 900.00 11.44 45.76 100.00 1,000.00 542.72
64 Utilities 2,393.49 8,689.53 36,900.00 265.94 965.50 4,100.00 41,000.00 31,344.97
65 Professional Development 11,171.02 11,334.64 20,700.00 1,237.97 1,262.94 2,300.00 23,000.00 10,402.42
Program: 6000 - Field Maintenance Administration Total: 41,151.64 233,469.81 390,600.00 5,222.09 17,791.04 43,400.00 434,000.00 182,739.15
Program: 6100 - Water Maintenance - - - -
51 Labor 108,769.85 286,132.81 1,012,000.00 - - - 1,012,000.00 725,867.19
53 Overtime 36,150.10 93,315.20 219,000.00 - - - 219,000.00 125,684.80
56 Benefits 37,987.93 127,980.73 516,000.00 - - - 516,000.00 388,019.27
62 Materials and Supplies 35,039.13 163,104.94 301,000.00 - - - 301,000.00 137,895.06
63 Contract Services 46,682.28 136,376.25 587,000.00 - - - 587,000.00 450,623.75
64 Utilities - 9,045.00 - - - - - (9,045.00)
Program: 6100 - Water Maintenance Total: 264,629.29 815,954.93 2,635,000.00 - - - 2,635,000.00 1,819,045.07
Program: 6200 - Wastewater Maintenance - - - -
51 Labor - - - 36,630.25 96,993.54 335,000.00 335,000.00 238,006.46
53 Overtime - - - 760.80 2,378.34 9,000.00 9,000.00 6,621.66
56 Benefits - - - 10,119.26 76,497.19 176,000.00 176,000.00 99,502.81
62 Materials and Supplies - - - 712.55 741.19 36,000.00 36,000.00 35,258.81
Wastewater Treatment - - - 778,679.61 3,016,594.08 7,610,000.00 7,610,000.00 4,593,405.92
63 Contract Services - - - 1,462,028.72 25,732.43 1,223,000.00 1,223,000.00 1,197,267.57
Program: 6200 - Wastewater Maintenance Total:- - - 2,288,931.19 3,218,936.77 9,389,000.00 9,389,000.00 6,170,063.23
Page 7 of 8
AMENDED AMENDED AMENDED REMAINING
MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET
Month Ended October 31, 2020
Unaudited
Program Expense Detail Budget-to-Actual
WATER WASTEWATER DISTRICT WIDE
Program: 7000 - Facilities Maintenance - - - -
51 Labor 14,104.88 37,348.65 126,000.00 4,701.58 12,434.66 42,000.00 168,000.00 118,216.69
53 Overtime 333.92 881.80 16,500.00 111.31 293.93 5,500.00 22,000.00 20,824.27
56 Benefits 4,725.71 34,524.63 76,500.00 1,575.04 13,272.40 25,500.00 102,000.00 54,202.97
62 Materials and Supplies 4,163.51 15,425.24 45,500.00 590.39 4,118.04 10,500.00 56,000.00 36,456.72
63 Contract Services 44,239.23 170,004.28 396,250.00 5,588.04 22,401.89 62,750.00 459,000.00 266,593.83
64 Utilities 16,791.11 69,166.88 163,000.00 4,009.44 19,174.67 51,000.00 214,000.00 125,658.45
65 Professional Development - - 750.00 - - 250.00 1,000.00 1,000.00
Program: 7000 - Facilities Maintenance Total: 84,358.36 327,351.48 824,500.00 16,575.80 71,695.59 197,500.00 1,022,000.00 622,952.93
- -
Program: 7100 - Fleet Maintenance - - - -
51 Labor 8,773.14 23,282.15 81,000.00 974.79 2,586.94 9,000.00 90,000.00 64,130.91
53 Overtime 191.94 479.15 2,700.00 21.32 53.22 300.00 3,000.00 2,467.63
56 Benefits 2,195.67 27,770.31 54,900.00 243.93 3,085.49 6,100.00 61,000.00 30,144.20
62 Materials and Supplies 11,241.86 39,947.05 32,400.00 1,302.93 4,616.20 3,600.00 36,000.00 (8,563.25)
63 Contract Services 5,289.35 75,244.08 212,000.00 617.29 6,915.81 18,000.00 230,000.00 147,840.11
64 Utilities 14,286.80 32,442.47 113,400.00 1,587.43 3,604.72 12,600.00 126,000.00 89,952.81
65 Professional Development - - 3,600.00 - - 400.00 4,000.00 4,000.00
Program: 7100 - Fleet Maintenance Total: 41,978.76 199,165.21 500,000.00 4,747.69 20,862.38 50,000.00 550,000.00 329,972.41
- -
Program: 8000 - Capital - - -
71 -Debt Service - 1,360,816.63 4,066,000.00 - 204,725.00 313,000.00 4,379,000.00 2,813,458.37
81 -Capital Improvement 154,054.55 56,524.55 3,070,000.00 5,564,042.65 (17,216,166.90) 395,000.00 3,465,000.00 20,624,642.35
82 -Capital Outlay 4,937.84 173,007.24 1,195,000.00 2,116.22 136,990.38 435,000.00 1,630,000.00 1,320,002.38
83 -Accounting Income Add back (158,992.39) (229,531.79) - (5,566,158.87) 17,079,176.52 - - (16,849,644.73)
Program: 8000 - Capital Total: - 1,360,816.63 8,331,000.00 - 204,725.00 1,143,000.00 9,474,000.00 7,908,458.37
Total Surplus (Deficit): 1,551,761.68$ 3,844,151.69$ -$ (1,319,397.10)$ 159,142.34$ -$ -$ -$
Page 8 of 8
B O AR D AGE N D A S TAF F R E P ORT
Agenda Item #4.
Meeting Date: Decemb er 9, 2020
Dis c ussion Item
To: G o verning Board Memb ers
F rom: G eneral Manager/C EO
Subject: C ons id er Approval o f Bo ard R eo rganization
R E C O MME N D AT IO N:
S taff rec ommend s that the Bo ard o f Direc to rs :
A. Elec t o fficial o ffic ers for the p o s itions of Board P resident and Vice P res ident
B. Appointment of G eneral Manager/C EO , C hief F inancial O ffic er and Board S ec retary
C . S et the time, day and p lace for holding meetings
B AC KGR O UN D / AN ALYS IS :
T he Bo ard of Direc tors cond uc ts their reo rganization pro cess at the first regular meeting in Dec emb er purs uant
to C alifo rnia Water C ode S ectio n 30520.
T he Bo ard reorganization ens ures the efficient management o f the Distric t and reflec ts a d edic ation to the highes t
s tand ard s of integrity and acc o untab ility s o as to continue to earn the trust and confid ence of the public s erved
b y the Dis tric t.
S taff is rec o mmend ing that the Dis tric t c ontinue to ho ld regularly s c hed uled Board meetings at 31111 G reens p o t
R o ad , Highland , C A, on the 2nd and 4th Wed nesday of eac h mo nth.
T he Bo ard will c o nduct c lo sed s es s io n at 4:30 pm and c o mmence the regular board meeting at 5:30 p m. S ho uld
closed s es s io n items req uire more than the allo tted time, the Bo ard will adjo urn to o p en s es sion at 5:30 p m,
cond uc t Dis tric t bus ines s , and then adjourn bac k into c lo s ed session. After c lo s ed s ession, the Bo ard will
reconvene into open s ession and anno unce any actio n taken in the closed ses s ion prior to ad jo urnment of the
meeting.
AG E N C Y G O ALS AN D OB J E C T IVE S :
G o al and O bjec tives I I - Maintain a C ommitment to S us tainab ility, Transparenc y, and Ac c o untability
a) P rac tice Trans parent and Ac countab le F is cal Management
R ecommended b y:
Jo hn Mura
G eneral Manager/C EO
R E VIE W B Y O T HE R S :
T his agenda item has been reviewed by the Ad minis tratio n Dep artment.
F IS C AL IMPAC T
T here is no fis cal impac t as s o c iated with this agend a item.
B O AR D AGE N D A S TAF F R E P ORT
Agenda Item #5.
Meeting Date: Decemb er 9, 2020
Dis c ussion Item
To: G o verning Board Memb ers
F rom: G eneral Manager/C EO
Subject: C ons id er Approval o f C ontrac ts for P lant 108 R es ervoir R ehab ilitation P roject
R E C O MME N D AT IO N:
S taff rec ommend s that the Bo ard o f Direc to rs autho rize the P lant 108 R eservoir R ehabilitatio n work to inc lude:
1. Autho rize the G eneral Manager/C E O to is s ue a Tas k O rder to the Master S ervic es Agreement with
C rosno C onstruc tion Inc. for a no t-to-exceed amount of $826,465 fo r the P lant 108 R eservoir
R ehab ilitation.
2. A utho rize the G eneral Manager/C E O to exp and the s c ope o f wo rk for the engineering s ervices
c o ntract with Harp er & Assoc iates Engineering Inc. (HAE) for a no t-to-exceed amount of $39,340 to
provid e c o ns tructio n management and quality control ins pectio n s ervices fo r the rehab ilitatio n.
B AC KGR O UN D / AN ALYS IS :
T he District performed a struc tural as s es s ment of the res ervo ir at P lant 108 in F eb ruary 2019 and d etermined the
res ervoir need ed rehab ilitation. T he Dis tric t entered into Mas ter S ervic e Agreements with three Water R es ervoir
R ehabilitatio n C ontracto rs in O c tober 2019 to perfo rm District wide tank rehabilitations . S taff, in p artners hip
with the Design Engineer, HAE, is s ued R eq ues ts for Task O rd er P ric ing to the three Master S ervic e
C o ntrac tors and one b id was received on No vemb er 5, 2020. T he two remaining bids were rec eived after the
d ead line and s ent back to the corresponding b id d ers . T he Dis tric t s elected C ros no C o nstruc tion Inc . fo r the
rehabilitatio n.
T he c o ntract p ric e inc lud es a minimum s cope id entified by HAE to replac e the interio r coating sys tem, ins tall
s afety upgrades, p erform exterio r s p o t rep airs , and ins tall a new cathodic protectio n s ystem. P ricing als o
inc ludes an allo wance fo r additio nal items that may be req uired after s andblas ting and c leaning expose und erlying
cond itions. F o r example, some struc tural s teel components like rafters and fas teners may need to b e rep laced.
S taff als o requested HAE to provide a propos al to perform C ons truc tion Management and spec ialty ins p ectio n
fo r this work. HAE has performed s truc tural ins p ec tion of nearly all o f the Dis tric ts res ervo irs and has extens ive
experienc e in reservo ir rehab ilitation projec ts as the Design Engineer, C o ns tructio n Manager and Inspec tor.
HAE has p ro p o s ed to p erfo rm this wo rk fo r a no t-to -exceed amo unt of $39,340.
R ecommended b y:
Jo hn Mura
G eneral Manager/C EO
R espec tfully sub mitted:
Jeff No elte
Direc tor o f Engineering & O p eratio ns
AG E N C Y G O ALS AN D OB J E C T IVE S :
G o al and O bjec tives I V - P romo te P lanning, Maintenanc e and P res ervatio n o f Dis tric t R esources
a) Develop P ro jec ts and P ro grams to Ens ure S afe and R eliable S ervices
c) D edicate E fforts Toward S ystem M aintenance and Modernization
R E VIE W B Y O T HE R S :
T his agenda item has been reviewed by the executive management team.
F IS C AL IMPAC T
T his projec t is ap p roved in the F Y 2020-21 C apital Improvement P ro gram in the amount o f $600,000. T he
to tal projec t c o s t is es timated to be b etween $658,550 and $885,000. If the magnitud e o f repairs identified after
c leaning and sand b las ting o f the tank are s ignificant, the projec t c o sts may exc eed the b udgeted amo unt by
approximately $285,000. F unds will b e reallo c ated from the Engineering Department's C ontract S ervic es
bud get and the P lant 134 Memb rane R eplacement p ro jec t to cover the additio nal projec t c o s ts.
B O AR D AGE N D A S TAF F R E P ORT
Agenda Item #6.
Meeting Date: Decemb er 9, 2020
Dis c ussion Item
To: G o verning Board Memb ers
F rom: G eneral Manager/C EO
Subject: C ons id er Approval to P rep are P reliminary Des ign R epo rt fo r the East S urfac e Water Treatment
P lant
R E C O MME N D AT IO N:
S taff rec o mmend s that the Board o f Directo rs autho rize the G eneral Manager/C EO , to exec ute a Task O rd er to
Water S ystems C o ns ulting Inc orp o rated (W S C ) to p repare a preliminary d es ign report fo r the East S urfac e
Water Treatment P lant for the amo unt o f $180,078.
B AC KGR O UN D / AN ALYS IS :
Eas t Valley Water Dis tric t is c ontinuing with efforts to make s trategic dec is io ns that will p ro vid e both s hort-and
lo ng-term b enefits to cus tomers . T hro ugh the develo p ment o f integrated analysis s uc h as the S trategic P lan, 5-
Year Wo rk P lan, Dis tric t-wid e G oals, and P rogram G oals and O bjec tives , the Dis tric t continues to mo ve
fo rward with projec ts and programs that maximize the viab ility of the water and wastewater s ystems .
T he Distric t has been p artic ip ating in regio nal effo rts to cooperatively manage the availab le water s upplies
thro ugh the G ro undwater C o unc il. T his program ens ures sus tainab le us e of the Bunker Hill G round Water Bas in
and is es s ential to the long-term health of the b as in. T he G round water C ounc il has res ulted in a c o s t facto r that
must be c o nsidered when evaluating how to maximize the use o f the District’s water sup p lies.
T he North F ork Water C ompany has his torical water rights to the S anta Ana R iver. T his important s urfac e water
s o urc e his torically traveled along the foothills to b e treated at P lant 134. S inc e the P lant 134 hyd ro -electric
turb ine bec ame o p eratio nal, the fac ility has been p rimarily treating S tate P rojec t Water to maximize the energy
generation and the fac ility inves tment. With this s hift in treatment from primarily North F o rk Water to S tate
P ro ject Water the Distric t c an evaluate how to put that s urfac e water to its best us e, inc luding continued
treatment fo r the water d is tribution s ystem or for groundwater replenishment.
T he current Mas ter P lan includes a recommendatio n that the Dis tric t c o ntinue making efforts to enhanc e
red und ancy and inc reas e produc tion capab ilities b as ed on current and future demand need s . T he District has
three s o urc es of water sup p ly to meet thes e need s: groundwater from the Bunker Hill Basin, loc al s urfac e water
fro m the S anta Ana R iver (via North F ork Water C o mp any s hares), and imp o rted s urface water fro m the S tate
Water P ro jec t. S taff p erfo rmed a high-level life cycle c o s ts analys is of three identified alternatives fo r meeting
ad d itional demand (P lant 134 Exp ans io n, New G round water Wells , and East S urface Water Treatment P lant).
T he res ults o f that analys is indic ated that an Eas t S urface Water Treatment P lant provid ed greater value to the
Dis tric t than the o ther alternatives.
R ecommended b y:
Jo hn Mura
G eneral Manager/C EO
R espec tfully sub mitted:
Jeff No elte
Direc tor o f Engineering & O p eratio n
Dis tric t than the o ther alternatives.
As a next step , S taff is rec o mmend ing the prep aration of a p reliminary des ign report to charac terize the Eas t
S urfac e Water Treatment P lant in more d etail. Detailed info rmatio n relating to the likely req uirements for
treatment proc ess equipment, pump ing equip ment, p rovid ing elec tric al service, land ac q uisitio n, and permitting
needs will be p ro vided in the p reliminary d esign rep o rt, as well as c o s t es timates to help info rm future d ecisions .
S taff rec eived two p ro p o s als after solic iting the Dis tric t’s Engineering S upport S ervic es C o nsultants . After a
tho ro ugh evaluation S taff id entified W S C as providing the b es t value to the Dis tric t for this effo rt for a not-to
exc eed amount o f $180,078. W S C has extensive exp erienc e in p erfo rming similar wo rk and has b een invo lved
with many water s ecto r p ro jects in the region. T he p ro p o s ed s cope of work is des c ribed in d etail in the attac hed
p ro p o s al.
AG E N C Y G O ALS AN D OB J E C T IVE S :
G oal and O b jectives I - Implement Effec tive S o lutio ns T hrough Visionary Leadership
a) Identify O pportunities to O p timize Natural R esourc es
G o al and O bjec tives I V - P romo te P lanning, Maintenanc e and P res ervatio n o f Dis tric t R esources
a) Develop P ro jec ts and P ro grams to Ens ure S afe and R eliable S ervices
b ) Enhanc e P lanning Efforts that R es p o nd to F uture Demands
R E VIE W B Y O T HE R S :
T his agenda item has been reviewed by the executive management team.
F IS C AL IMPAC T
T he antic ip ated fund ing req uirement o f $180,078 c an be p rovid ed b y utilizing the c urrent fis cal year p ro jec t
alloc ation o f $175,000 and reallo cating $5,078 fro m the Engineering Department’s C ontrac t S ervic es bud get fo r
this fis c al year.
ATTACH M E N TS:
Description Type
W SC proposal Backup Material
FOR EAST VALLEY WATER DISTRICT | OCTOBER 2020
PRELIMINARY DESIGN REPORT
EAST SURFACE WATER
TREATMENT PLANT
T
RUSTED PA R T N E R S H I P TAIL
O
R
E
D
S
O
L
U
TIONS
C
ON
FIDENT DE C I S I O N S
ValuableResults
Mr. Rocky Welborn
East Valley Water District
31111 Greenspot Road
Highland, CA 92346
WSC Rancho Cucamonga
9375 Archibald Avenue
Suite 200
Rancho Cucamonga, CA
91730
P: 909.483.3200
F: 909.354.3482
WSC San Luis Obispo
805 Aerovista Place
Suite 201
San Luis Obispo, CA 93401
P: 805.457.8833
F: 805.888.2764
Dear Mr. Welborn,
East Valley Water District (District) is seeking a consultant to prepare a Preliminary Design Report
(PDR) for the East Surface Water Treatment Plant (ESWTP). The purpose of the PDR is to
evaluate a potential 4 MGD treatment plant capable of treating surface water from the Santa
Ana River and the State Water Project (SWP). A successful PDR will establish firm guidelines for
EVWD to proceed directly into the design phase, ensuring improved water quality, reliability, and
resiliency.
Water Systems Consulting, Inc. (WSC) and Trussell Technologies (Trussell Tech) are excited to
present our proposal to develop the East Surface Water Treatment Plant PDR. The WSC Team
has the expertise, insight, and commitment to be your partner through this process. Our proposal
illustrates how we will work toward a solution that meets your needs and provides value throughout
the life-cycle of the plant.
By partnering with WSC, the District will receive:
Trusted Partnership. This is an important project to the District that will improve water supply
reliability and resiliency. Our proposed Project Manager is Jeff Szytel, a water treatment expert
and WSC's founder and CEO. Our team includes Trussell Tech, a recognized leader in water
treatment process evaluation and design that has a strong history of working with the District. We
are committed to your long-term success. We have industry-leading capabilities, and we intend to
deliver lasting, valuable results to you and your customers.
Tailored Solutions. This project represents a unique opportunity to create lasting value for your
customers. During the development of this proposal, our team dug into the details to craft an
approach that is flexible, insightful, and innovative. We will work closely with District staff to refine
those ideas into a project that achieves your goals, provides value throughout the facility's lifecycle,
and provides safe and reliable drinking water to your customers for generations to come.
Confident Decisions. Our approach and team are purposefully created to confirm feasibility and cost
of implementing the ESWTP so the District can confidently move to the next phase of work. Our
proposed scope is “right sized” to meet the primary objectives of the project, while setting you up for
successful implementation. We have also identified optional tasks for the District’s consideration to
extend the value of the preliminary design in areas that may be of interest.
Valuable Results. Key members of our team have a strong understanding of the District's water
supply and infrastructure through work on the District's Urban Water Management Plan, Sterling
Natural Resource Center, the Exchange Plan, and the Plant 134 Disinfection By-Product
Investigation. We will use our in-depth understanding of the District's opportunities to seek ways to
maximize the value and benefit of the PDR.
We appreciate this opportunity to work alongside the District to shape a successful ESWTP project.
We welcome the opportunity to discuss our proposal with you in more detail, and to answer any
questions you may have. Please contact our Project Manager and Principal in Charge, Jeff Szytel,
with any questions. Thank you for this opportunity, and we look forward to your response.
Sincerely,
Water Systems Consulting, Inc.
Jeff Szytel
Project Manager | Principal in Charge
This proposal includes information that shall not be disclosed outside CONTRACTOR’S/CLIENT’S organization and
shall not be duplicated, used, or disclosed - in whole or in part - for any purpose other than to evaluate this proposal.
CONTENTS
1 Executive Summary ........................................................1
2 Key Personnel .............................................................4
3 Scope of Work ............................................................8
4 Level of Effort/Schedule ...................................................16
APPENDICES
A Resumes ................................................................A-1
B Relevant Project Experience ...............................................B-1
C Detailed Scope of Work ...................................................C-1
D Addendum Acknowledgements ...........................................D-1
TA
B
L
E
O
F
C
O
N
T
E
N
T
S
EXECUTIVE
SUMMARY1
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 1PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
WSC's proposed team and approach were created with the
mission to be a trusted partner, deliver tailored solutions,
support confident decisions, and achieve valuable results.
The Right Team to Deliver Value
This project is a significant opportunity
for the District to define the ESWTP
project and make significant progress
toward diversifying your water supply.
Our approach is focused on identifying
long-term solutions to increase the
reliability of your water supply in the
face of extended drought conditions.
WSC and our proposed subconsultant
Trussell Technologies (Trussell Tech)
have the right experience, expertise,
and knowledge of the District's
infrastructure and water supply to help
achieve your goals. This is an important
project for the District and we are
committed to being your partner and
advisor.
Why Select WSC?
y Partnership between the District
and consultant.
y Optimized process selection and
design for reliable compliance.
y Confident site selection.
y Clear understanding of compliance
and permitting requirements.
y Clear understanding of any risks or
hurdles for implementation.
y Accurate life-cycle cost estimate,
including consideration for
downtime.
y Complete funding guide that
outlines the funding/financing
options.
Executive Summary
WSC is a full-service civil and environmental engineering firm that specializes in
the planning, design, construction, and optimization of municipal drinking water,
recycled water, wastewater, and water supply solutions. We offer a purpose-built
team that combines deep technical knowledge of local conditions, water treatment
facility design expertise, and a One Water philosophy to deliver compelling,
relevant solutions to the District and the communities you serve.
WSC was founded in 2007 with a mission to provide high-quality and responsive
engineering services to water agencies and municipalities. We have since grown
to include engineers, planners, operators, hydrogeologists, construction, and
communications professionals operating out of nine offices, including our local
office in Rancho Cucamonga. We are organized to work collaboratively with our
clients to apply proven approaches, state-of-the-art tools, and knowledge-driven
innovation to deliver truly outstanding results.
Trusted Partner
Tailored Solutions
Confident Decisions
Valuable Results
We have really enjoyed working with WSC. Their team has
integrated right into our team and they are adding value to
our project. We have developed a high degree of confidence in
them in a short amount of time.”
— Mr. Bob Tincher, Deputy General Manager - Resources
San Bernardino Valley Municipal Water District
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 2PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
The proposed East Surface Water Treatment Plant (ESWTP) provides supply diversification,
enhanced reliability and resilience, and long-term value for the District's customers.
Understanding
The District’s 2019 Water System Master Plan identified the need for an additional 4 MGD of treated water supply to meet
increased demand due to anticipated growth within the District’s service area. Subsequent water supply and business case
analyses pointed to treated surface water supply as a preferred option. The proposed 4 MGD ESWTP would treat Santa Ana
River (SAR) water utilizing the District's North Fork water rights and could also treat imported State Water Project (SWP)
water from San Bernardino Valley Municipal Water District (Valley District). The District seeks to hire a consultant to prepare
a Preliminary Design Report (PDR) to advance the design of a new surface water treatment plant, providing sufficient detail
to support a confident decision to move forward with project implementation.
Based on our conversations with District staff, knowledge of regional context, and review of the background information
provided with the Request for Letter Proposals (RFLP), we have identified the following factors that will drive project success:
1 Partnership between the District and consultant. The District values partnering with its consultants, “locking
arms” and approaching problems together in a non-adversarial way. This approach enhances engagement by
District staff and improves the District’s ability to influence project outcomes. It empowers better decision-
making, leads to more efficient project delivery, improves risk management, and increases innovation.
2 Optimized process selection and design for reliable compliance. The proposed ESWTP must be designed for
reliable and cost-effective compliance under a wide range of conditions for raw water quality and supply availability.
3 Confident site selection. The completed PDR must show the preferred site(s) including considerations and
trade-offs, as well as unique benefits, risks and/or considerations. The PDR must translate these considerations
into a confident recommendation for the preferred site.
4 Clear understanding of compliance and permitting requirements. The PDR must include a complete and
accurate summary of the permitting and compliance requirements for the ESWTP.
5 Clear understanding of any risks or hurdles for implementation. The District cannot afford to miss key risks or
project hurdles at this stage, so the PDR must anticipate any conditions that could affect the feasibility, cost, or
schedule of bringing the new ESWTP on-line.
6 Accurate life-cycle cost estimate, including consideration for downtime. The PDR must include accurate cost
estimates so that the District can confirm the business case for the ESWTP and establish an appropriate budget
for delivering the project.
7 Complete funding guide that outlines the funding/financing options. As the District evaluates next steps for project
implementation, a reliable funding guide is needed to best position the project for grants and/or low-cost financing.
Key Success Factors
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 3PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
Delivering the Future
WATER SUPPLY DIVERSITY FOR EAST VALLEY
The new East Surface Water Treatment Plant empowers the District
to optimize your natural resources and provide reliable, high quality,
cost eff ective water for the District’s current and future customers.
Energy
effi cient design.
Strategic placement of the
ESWTP dramatically reduces
energy demand. In fact, we
believe that the entire liquid
stream could be conveyed
by gravity, from raw
water to end user.Robust, reliable
and adaptable treatment process.
Robust, proven technology
improves reliability and up-time,
increases fi nished water quality
and reduces life-cycle cost.
Integration with regional infrastructure.
Thoughtful integration with
existing infrastructure improves
long-term fl exibility and
reliability and reduces
project impacts.
Features that engage and educate the public.
The ESWTP is not just a
water production facility, it
is an opportunity to educate
and inform the District’s
customers.
Supporting
facilities for cost-
eff ective operations.
Careful programming and
placement of ancillary
facilities reduces life-cycle
cost while increasing operator
safety and satisfaction.
Security features
that protect the
critical District asset.
Security must be robust
and multi-layered to
protect this vital facility.Operations friendly
layout and design.
Operator friendly design
improves safety, reduces
labor cost, and extends
the life of the plant.
KEY PERSONNEL2
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 4PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
WSC's expert team supports EVWD's goal of increasing the
resiliency and diversity of its water supply through a reliable
and versatile ESWTP.
We Are Water Resource Experts
Key Personnel
You need a team that you can rely upon to make defensible
recommendations based on the latest science and technology,
and has a thorough understanding of regulatory requirements.
Our team includes industry-leading subject matter experts
who you can trust to develop a PDR that thoroughly evaluates
EVWD's options for the ESWTP, and provides a high quality
preliminary design.
WSC’s team is organized to leverage the strengths of our
expert staff and provide a high level of client service and quality
deliverables. Jeff Szytel, WSC’s President, is our proposed
Project Manager. Jeff brings over two decades of experience
that includes serving as the Design Manager for Yucaipa Valley
Water District's Yucaipa Regional Water Filtration Facility.
The organizational chart on the following page shows how our
team is structured and illustrates the roles and responsibilities of
our key staff. WSC's proposal includes brief biographies and
detailed resumes for the key staff who were not included in
our previous Statement of Qualifications for Engineering and
Project Support Services.
Project Manager
Jeff Szytel PE, MS, MBA
Project Manager
As Project Manger, Jeff will be responsible for meeting the
District's goals on this project, as well as the District's and WSC's
quality standards. Jeff will monitor and manage the project
scope, schedule, budget, and our subconsulting team. He will
facilitate communications with the District and within the
project team to assure meetings and workshops are productive,
and that project objectives and metrics are understood by all
parties. Jeff will also be a champion for delivering a high quality
project. Jeff's surface water treatment expertise and his focus on
delivering a well executed project will add value for the District.
Relationships First
Tailored Innovation
Holistic Solutions
Unrelenting Performance
Surface water treatment is an area
of specialty and focus for me, and I
have had the opportunity to lead many
similar projects over the last 20+ years.
I am excited about this project because
it aligns with our team's strengths,
and I understand how important this
project is to the District’s future. Once
delivered, this new facility will allow you
to achieve the highest and best use of
your valuable local surface water rights
while delivering social, economic, and
environmental value to your customers.
I am committed to exceeding your
expectations on this project, and I bring
the full commitment of WSC and Trussell
Tech to make this project a success.
We have listened to your wants and
needs for this project, and have already
developed several ideas that could
increase the value of this project for your
customers and community. Thank you
for this opportunity, we are committed
to your success!
— Jeff Szytel
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 5PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
Meet Your Team
QA/QC
Jeff Lawrence PE
PROJECT MANAGER/PRINCIPAL IN CHARGE
Jeff Szytel PE, MS, MBA
RAW WATER & DISTRIBUTION SYSTEM INTEGRATION
Laine Carlson PE, T2 & D2 Water Operator
SITING/CIVIL
Chris Deiter PE
PROCESS/MECHANICAL
Bob Rice PE, MS, T4 Water Operator
SCADA
Haley Lehman EIT, CCST, MS
ENGINEERING SUPPORT
Patricia Olivas EIT
CAD DESIGN
Paul D'Santi
WATER CHARACTERIZATION, REGULATORY ANALYSIS, PROCESS SELECTION, & BLENDING ANALYSIS
Shane Trussell PHD, BCEE n
Elaine Howe PE, MS n
Emily Owens-Bennett PE, MS n
ENVIRONMENTAL
Tom Dodson n
ELECTRICAL
Ryan Nishimura PE n
n Trussell
n Tom Dodson
n BRADY
Jeff Szytel will lead a highly qualified team of WSC staff and specialty
subconsultants. He will serve as the District's primary point of contact and will be
responsible for maintaining the scope, schedule, and budget. Jeff will work with
EVWD staff to align our team and successfully deliver your goals and objectives.
Jeff Lawrence, WSC's proposed QA/QC Lead, will support Jeff Szytel to inject
fresh perspectives and review deliverables to make sure they are defensible and
high quality. Jeff Lawrence has more than 30 years of engineering experience
centered on a balance of planning studies and detailed design, as well as
construction management and operations optimization.
WSC's team includes several
subconsultants. Their roles
are described below.
Trussell Technologies
Trussell Tech is an environmental
engineering firm that specializes in
process selection and water quality.
Trussell Tech will provide water
characterization, regulatory analysis,
process selection, and blending analysis
services for the project. Trussell Tech
has worked with EVWD on several
important projects, including the Plant
134 DBP Mitigation Investigation
which included analysis of treatment
options for source water from the
Santa Ana River and State Water
Project which have different water
quality characteristics. This work gives
Trussell Tech a strong understanding
of this project's opportunities and
constraints. Their expert team will
contribute insightful solutions that
add value long after the project is
complete.
Richard Brady &
Associates
Richard Brady and Associates
(BRADY) will provide electrical
engineering services for this project,
including evaluating the load list and
sizing requirements, and electrical
utility coordination.
Tom Dodson &
Associates
Tom Dodson and Associates (TDA)
will compile a constraints analysis that
includes evaluation of the anticipated
permitting efforts required for the
ESWTP.
Our water treatment expertise and knowledge of the District's opportunities enables the WSC
Team to be your trusted partner throughout the development of the ESWTP project.
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 6PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
Jeff Lawrence PE
QA/QC
•Jeff has more than 30 years of engineering experience that includes conducting planning studies, preparing detailed designs, and optimizing operation of water treatment and distribution systems.
•He has served as project manager or project engineer for the planning and preliminary design of new surface water treatment plants and associated infrastructure.
Bob Rice PE, MS, T4 Water Operator
PROCESS MECHANICAL
•Bob has more than 41 years of experience in the planning, design, and construction management of water treatment and distribution infrastructure.
•He has led a variety of public works capital improvement projects, including planning and design of new surface water treatment facilities, surface water treatment facility improvements, unit process reviews and upgrades, and distribution system improvements.
Shane Trussell Ph.D., BCEE
WATER CHARACTERIZATION,
REGULATORY ANALYSIS, PROCESS
SELECTION, & BLENDING ANALYSIS
•Shane has more than 18 years of experience with membrane processes for filtration and desalination.
•He is an industry leader in water characterization, processes selection, and regulatory analysis.
•Shane has provided process engineering design services for the Sterling Natural Resource Center for the MBR and UV systems.
Elaine Howe PE, BCEE, MS
WATER CHARACTERIZATION,
REGULATORY ANALYSIS, PROCESS
SELECTION, & BLENDING ANALYSIS
•Elaine has more than 24 years of experience in the field of environmental engineering focused on source water assessment, water treatment, and project management.
•Her experience in water treatment includes a DBP mitigation investigation for EVWD's Plant 134, as well as process train selection and facility predesign for other utilities in California.
Emily Owens-Bennett PE, BCEE, MS
WATER CHARACTERIZATION,
REGULATORY ANALYSIS, PROCESS
SELECTION, & BLENDING ANALYSIS
•Emily has more than 11 years of water quality and process treatment project experience with Trussell Technologies. She specializes in water quality assessment and evaluating treatment options through analytical testing, for projects spanning a wide variety of applications.
•Her previous work includes the DBP mitigation investigation for EVWD's Plant 134.
Ryan Nishimura PE
ELECTRICAL
•Ryan has more than 13 years of professional engineering experience focused on engineering design and startup and commissioning of electrical and industrial control systems.
•His electrical engineering experience includes multiple water treatment plant projects for clients in southern California.
•Ryan will support WSC in identifying load and sizing requirements, utility coordination, and SCADA communication requirements to the sites.
Tom Dodson
ENVIRONMENTAL
•Tom has more than 40 years of experience in land use planning, and environmental and resource management with special expertise in CEQA, NEPA, regulatory compliance, and communication/facilitation for resolution of environmental issues.
•Tom will support WSC's team by evaluating the environmental impact and permitting requirements of the potential ESWTP sites.
Key Staff
In addition to the staff listed in WSC's Statement of Qualifications for EVWD's Engineering and Project Support Services,
WSC proposes to include the following experts in key roles for this project. Detailed resumes for each of our proposed staff
are included in Appendix A. We are confident that this team has the right set of skills and experience to make this project a
success and bring value to EVWD.
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 7PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
Services Provided on Related Projects
SI
Z
E
O
F
T
R
E
A
T
M
E
N
T
PL
A
N
T
TR
E
A
T
M
E
N
T
P
R
O
C
E
S
S
E
S
PR
O
C
E
S
S
S
E
L
E
C
T
I
O
N
AN
D
/
O
R
O
P
T
I
M
I
Z
A
T
I
O
N
SI
T
I
N
G
E
V
A
L
U
A
T
I
O
N
TE
C
H
N
O
L
O
G
Y
EV
A
L
U
A
T
I
O
N
&
SE
L
E
C
T
I
O
N
SI
T
E
L
A
Y
O
U
T
EN
V
I
R
O
N
M
E
N
T
A
L
/
PE
R
M
I
T
T
I
N
G
CO
S
T
A
N
A
L
Y
S
I
S
FU
N
D
I
N
G
Central Coast Blue City of Pismo Beach
1 mgd, expandable to 3.5 MF/RO
Cayucos Sustainable Water Project Cayucos Sanitary District 0.8 mgd MBR
North Pleasant Valley Groundwater Desalter Project City of Camarillo 4.5 MF/RO
Water Resource Recovery Facility Upgrade City of San Luis Obispo Varies MBR
Cr(VI) Treatment and Blending Evaluation California American Water Varies Adsorption
Yucaipa Valley Regional Water Filtration Facility Yucaipa Valley Water District 12 mgd MF, NF, CI2
Ocean Desalination Siting and Integration Study West Basin Municipal Water District 50 mgd MF/RO
Otay Filtration Plant Preliminary Process Evaluation and Optimization Analysis City of San Diego 34 mgd flocc, sed, GMF, CI2
Sterling Natural Resource Center, East Valley Water District 8 mgd MBR
Plant 134 DBP Investigation East Valley Water District 8 mgd coag, MF, chlorine
Regional Surface Water Supply Project Stanislaus Regional Water Authority 15 mgd flocc, sed, O3, GAC, chlorine
Water Quality and Process Improvements at the Graham Hill Water Treatment Plant City of Santa Cruz 24 mgd flocc, sed, GMF, chlorine
Free Chlorine Conversion Study Mesa Water District N/A
chloramines to free chlorine conversion
North Lakeport Water Treatment Plant Lake County Special Districts
1.5 mgd, expandable to 2.5
pre-O3, Trident Clar/filtration, GAC
Buckhorn Water Treatment Plant Amador Water Agency
2 mgd, expandable to 5
Membrane, sodium hypochlorite
Auburn Water Treatment Plant Placer County Water Agency
8 mgd, expandable to 14 mgd
Actifloc, sodium hypochlorite
Members of the WSC Team have
worked on many relevant water
treatment facility projects. The table
shows the services our proposed
project staff have provided on
relevant projects, including our key
subconsultants Trussell Tech and
BRADY. Detailed descriptions of a
few particularly relevant projects are
provided in Appendix B.
SCOPE OF WORK3
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 8PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
WSC envisions building a trusting partnership with the District, delivering tailored solutions that
lead to confident decision-making for valuable results.
Approach
Trusted Partnership
Trust is the basis for everything WSC
does. We are motivated by your
success—we only succeed if you do.
We bring an expert team with industry
leading capabilities, and we intend to
deliver lasting, valuable results for the
District and your ratepayers. WSC
is committed to the District for the
long-term and we endeavor to be your
trusted, resourceful partner.
WSC understands the importance
of this project to the District, and
we share your priority and focus. As
a reflection of our commitment, our
proposed Project Manager, Jeff Szytel,
is also the Founder and CEO of WSC.
WSC has a strong reputation for
delivering value in the region, and this
project is an important opportunity for
WSC to bring our expertise and client-
centered approach to the District.
WSC’s team includes Trussell Tech, a recognized leader in water treatment process
evaluation and design. Trussell Tech brings unique insight into the District’s water
quality, operational needs and organizational preferences through their work
on Plant 134 and the Sterling Natural Resource Center. Additionally, our team
members have successfully delivered similar projects together, such as the Davis-
Woodland Water Treatment Plant, and we will bring that experience to the District
on this project.
Tailored Solutions
WSC recognizes that there are trade-offs when optimizing design of the ESWTP.
It will be important to strike the right balance between level of treatment
(reliability, flexibility, robustness) and cost-effectiveness (supportive of the
District’s business case evaluation). To address this challenge, we propose a phased
implementation approach that allows the District to design and construct a facility
to reliably treat the District’s North Fork supply while planning for future upgrades
that would allow the ESWTP to treat SWP water and/or impaired water quality
from the SAR supply.
WSC has been key in helping
us develop a supportive and
collaborative relationship
with the Regional Board and
has made a very complicated
project go smoothly. They are
professional, hardworking,
organized, fun-loving, and a
trusted partner.”
— Mr. Howard Brewen
Water Resource Recovery Facility Supervisor
City of San Luis Obispo
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 9PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
PROPOSED PHASE DESCRIPTION BENEFITS
Phase 1 – Baseline Treatment Cost-effective treatment that is designed to reliably treat SAR water during low to moderate turbidity
•Cost effective first phase to meet business case
objectives
•Designed to readily accommodate future upgrades
Phase 2 – Performance Validation, Testing
Confirm process performance under range of influent conditions, test performance of higher TOC and turbidity water
•Optimized performance under a wide range of
conditions
•Confident and cost-effective process upgrades for
Phase 3
Phase 3 – Upgraded Treatment
Install treatment upgrades to enhance reliability during high turbidity events, and to achieve reliable compliance for higher TOC water (e.g. SWP water)
•Robust process to handle the full range of raw water
quality from SAR and SWP.
•Optimized for cost-effective and reliable long-term
operation.
Raw Water Supply
Analysis
The District’s drinking water has
historically been sourced through a
combination of groundwater supplied
from local wells and surface water
treated at the Plant 134 Water
Filtration Facility (Plant 134). In terms
of surface water access, the District
can purchase State Water Project
(SWP) supplied from Silverwood Lake
through the San Bernardino Valley
Municipal Water District, and also
retains water rights from the North
Fork of the Santa Ana River (SAR).
Currently, the 8 mgd of surface
water treated at Plant 134 is primarily
supplied from SWP, but SAR water
can also be used. Recent investment in
energy recovery from the pressurized
SWP supply line entering Plant 134
has led to the prioritization of this
source as a primary supply for Plant
134, leaving unused SAR water
rights. As the District seeks to supply
increased future potable water demand
through the development of a new 4
mgd ESWTP, the priority will be to
maximize the use of the SAR supply
at this new water treatment plant, with
the potential to supplement with SWP
water when SAR water supplies are
low or SAR water quality is impaired.
During dry periods, if the ESWTP is
offline, the District would rely more on
local groundwater to meet demands.
Raw Water Quality
A significant driver in selecting the appropriate treatment technology for the
new plant is the ability to address source water quality issues. The WSC Team
will leverage our understanding of source water quality of both the SAR and the
SWP, developed through prior efforts at Plant 134, while working with the District
to request additional monitoring data to support the evaluation and selection
of the most cost-effective treatment solution. Based on limited water quality
measurements from Plant 134 (Table 1) and anecdotal characterizations from the
District's operations and engineering staff, SAR water has variable total organic
carbon (TOC) concentrations and is prone to seasonal turbidity spikes. Removal of
TOC is critical for limiting the formation of disinfection byproducts (DBPs), which
have been an issue in more remote areas of the District’s distribution system. The
District is investing in granular activated carbon (GAC) at Plant 134 to improve
TOC removal and minimize DBP formation, largely based on the SWP water
quality (Table 1). In addition to TOC, the SWP has varying levels of bromide due
to seawater intrusion from the Sacramento Delta area, which can exacerbate the
formation of brominated DBPs. It is expected that bromide levels in the SAR are
significantly lower, but the project team will work with the District to confirm that
this is the case.
TOC
(mg/L)
Turbidity
(NTU)pH
Santa Ana River min 1.3 1.2 8.1
max 3.7 6.9 8.3
median 1.8 4.3 8.2
average 2.1 3.7 8.2
State Water Project min 2.2 0.7 8
max 4.1 14 8.2
median 2.6 1.5 8.1
average 2.8 4.1 8.2
TABLE 1
Summary of source water quality for SAR and SWP, based on limited data from Plant 134.
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 10PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
Process selection
The proposed ESWTP will comply with all state and federal
drinking water regulations through the use of legislated
treatment techniques aimed at (a) microbial removal via
filtration, (b) microbial inactivation via disinfection, and (c)
removal of DBP precursor material (measured using TOC).
The product water from this facility will meet the drinking
water maximum contaminant levels (MCLs) legislated by the
United States Environmental Protection Agency (USEPA)
and the State of California. Considering the known variability
in TOC levels in both the SAR and SWP source waters,
and the District’s use of free chlorine disinfection within
the distribution system, the primary treatment goal will
be to maximize the removal of TOC for minimizing DBP
formation.
The WSC team will work with the District
to answer the following questions to
establish a decision matrix for evaluating
and selecting the most appropriate
treatment process configuration for the
East Surface Water Treatment Plant:
y How much TOC needs to be removed to
appropriately minimize DBP formation in the
distribution system?
y Would the coagulant dose/type needed to address
this TOC removal overwhelm the membranes of a
membrane filtration (MF) system?
y How variable are the turbidity and TOC in the SAR
water throughout the year, and what would be the
impact of the preferred treatment system?
y What are the expected unit costs of each source
water (SAR and SWP), along with any variability
throughout the year (water rights or credits)?
The project team will build on this treatment process
configuration to assess alternatives aimed at (a) offering
improvements in treatment robustness by considering the
addition of ozone to address more challenging water quality,
such as seasonal increases in turbidity in the SAR supply
or the influence of algal blooms on the SWP supply, (b)
reducing the footprint of the treatment plant through the
use of high-rate treatment technologies for clarification,
or (c) incorporating membrane filtration to provide a
positive barrier for pathogens. Up to four total treatment
process configurations will be evaluated. The WSC team
will provide a high-level evaluation of treatment costs,
comparing the treatment alternatives with the costs assessed
in Stantec’s Alternative Supply Analysis (April 8, 2020).
Solids production and disposal will also be considered in the
evaluation of each treatment configuration.
At the District’s discretion, an optional task can evaluate
the ozone demand of the SAR water on a seasonal basis to
facilitate future design of alternatives that include pre- or
intermediate-ozone treatment. Ozone can be used to break
up organic compounds such as DBP precursor material,
which can then be attenuated on a GAC filter. Ozone in
conjunction with biologically active filtration can result in
an additional 25% to 35% TOC removal. Another benefit
of ozone is addressing cyanotoxins that can be produced by
algae that proliferate in surface waters on a seasonal basis.
FIGURE 1
Conventional treatment provides a robust, proven, and highly reliable basis for comparing other technologies such as membranes.
North Fork
Santa Ana River
Screening
Rapid Mixing
Basins
Sedimentation
Basin
GAC
Plate Settlers Chlorine Corrosion ControlPrimary Coagulant
To Storage and Distribution
Flocculant
An initial treatment process configuration is proposed in
Figure 1, that will serve as the basis of comparison for a
technology alternatives evaluation. To reliably remove both
turbidity and TOC, coagulation-flocculation-sedimentation
with plate settlers offers the potential option of enhanced
coagulation. Filtration with GAC/sand provides additional
removal of organic compounds, as needed, and free chlorine
disinfection matches the standard disinfection approach used
for all of the District’s source waters.
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 11PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
Finally, the use of ozone would result in a lower chlorine demand thus reducing the chlorine needed for the final disinfection
step, which will also help to limit DBP formation. Up to four samples of SAR water collected on a seasonal basis could be
collected and transported to Trussell Tech’s Laboratory in Pasadena for bench-scale evaluation of ozone demand in the (a) raw
and (b) clarified-settled (using jar testing) waters.
Solids Handling Options
The WSC Team will evaluate a range of solids handling
options. The most cost-effective approach is on-site drying
beds, however they are space intensive and can be unsightly.
For a plant this size, we might expect the needed space for
drying beds to range from ¼ to ½ acres, including active
and standby units. Mechanical dewatering is an option
that reduces footprint and visual impact but increases
life-cycle cost. If a site is chosen adjacent to the District’s
TREATMENT TRAIN PROS CONS
Coag-floc-sed with plate settlers/
GAC/chlorine (benchmark)
•Robust treatment for addressing range of turbidity and
TOC with proven effectiveness on SAR and SWP water
•Enhanced coagulation for greater TOC removal, control
of DBPs
•Lowest lifecycle cost
•Large footprint
Ozone/GAC/MF/chlorine
•EVWD Operators have experience with polymeric MF
•Ability to add coagulant, pre-MF
•Ceramic MF can accommodate higher coagulant dose
• Limitations on influent turbidity (polymeric
MF)
•Limitations on coagulant addition (polymeric
MF)
•More info needed on coagulation limitations
for ceramic MF
•Highest lifecycle cost
Ozone (pre- or intermediate-)/
floc-sed with plate settlers/GAC/
chlorine
(benchmark + ozone)
•Robust treatment for addressing range of turbidity and
TOC with proven effectiveness on SAR and SWP water
•Enhanced coagulation for greater TOC removal, control
of DBPs
•Ozone with GAC allows for greater DBP precursor
removal, algal toxin destruction
•Additional cost (vs benchmark)
•Bromate formation associated with ozone
needs to be considered with SWP water;
bromide levels unknown for SAR water
Actiflo/MF/chlorine
•EVWD Operators have experience with polymeric MF
•Small footprint
•Robust treatment for addressing range of turbidity and
TOC
•Enhanced coagulation for greater TOC removal, control
of DBPs
•Limited ability to add ozone, with no GAC
filter to attenuate organics
•Sand ballast can present maintenance
challenges, performance of downstream
processes
•More info needed on carryover sand impact
on MF (polymeric vs ceramic)
Actiflo/GMF/chlorine
•Robust process that can handle wide range of turbidity
•Small footprint
•Enhanced coagulation for greater TOC removal, control
of DBPs
•Smaller footprint (vs benchmark)
•Ability to add ozone, if needed
• Sand ballast can present maintenance
challenges
HS Trident package system/
chlorine
•Small footprint
•Multistage solids removal
•Coagulant/secondary flocculant/filter aid injection point
flexibility
•Easy operation and maintenance
• Simple modular expansion of plant capacity
•Limitations on influent turbidity as compared
with conventional treatment
•Lower Giardia and Virus LRV credit via direct
filtration; additional credit from Cl2 may be
issue for DBP formation
•Total wash water volume generated from
adsorption clarifier and filter
COMPREHENSIVE ALTERNATIVES ANALYSIS LEADS TO CONFIDENT PROCESS SELECTION
headquarters building, discharging the ESWTP residuals to
sewer could be another option. This would be the least cost
alternative, but impacts to the District’s collection system
as well as the Sterling Natural Resources Center would
need to be considered. One other option would be to truck
thickened solids to Sterling to co-mingle with the biosolids
treatment system. WSC will conduct a triple bottom line
analysis comparing the various solids handling options to
recommend the preferred alternative for the new ESWTP.
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 12PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
Confident Decisions
The purpose of this preliminary design will be to confirm feasibility and cost of implementing the ESWTP, and to set the
District up to move confidently to the next phase of work. Therefore, the scope presented herein has been “right sized” to
meet the primary objectives of the project, while staying within the District’s budget. We have also identified optional tasks for
the District’s consideration to extend the value of the preliminary design in areas that may be of interest to the District. The
optional tasks we have identified are summarized later in our approach and in the attached Scope of Work.
Site selection
The District has identified three potential areas for
consideration in siting the ESWTP. Each of these appear to
be viable options, and WSC has identified two other areas
with unique benefits that the District may want to consider
as well. Some of the key benefits and potential constraints
of the potential site areas are highlighted on the maps on
the following page. The hydraulics of the raw water and
distribution system will also factor into the site selection.
Sites that are significantly lower in elevation than the North
Fork Box can take advantage of available head so that the
liquid stream of the plant could potentially flow by gravity,
which avoids an influent or effluent pump station and saves
significant energy over the project life cycle. The HGL of
the Foothill Pipeline is similar so incorporating SWP water
as a backup supply has similar considerations, as shown in
the hydraulic profile on the following page. In the near term,
the treated water would enter the Foothill Zone at a much
lower elevation so a new transmission main and PRV would
be needed. As an alternative, the District could consider
locating the plant near the District headquarters, where it
could also integrate with the proposed CHEF Facility and
expand upon the District's efforts to create community
assets that provide education and preserve history. While this
site may have energy trade-offs, it would provide additional
head to gravity flow through any treatment system,
including membranes.
WSC will work with the District to confirm the three sites
to be considered further in the evaluation. The treatment
process and solids handling evaluation will define the
preliminary site space and hydraulic requirements for the
preferred process, which will be overlaid on each of the site
alternatives to further assess the suitability of each site.
In addition to physical space and hydraulic considerations,
environmental and permitting considerations could be a
driver for site selection. WSC will partner with Tom Dodson
and Associates (TDA) to prepare a preliminary constraints
analysis for the ESWTP, including a summary of constraints
for three potential site areas and an evaluation of the
anticipated permitting efforts required to proceed with
development of the ESWTP. There have been a number of
environmental documents completed for the project area
in the past several years, including the Wash Plan EIR/EIS;
the Upper Santa Ana River HCP EIR; and several other
environmental documents prepared to meet CEQA and
NEPA requirements. TDA will leverage available information
from these documents to perform an efficient constraints
level assessment of site alternatives to improve confidence in
site selection and understanding of any permitting challenges
ahead.
Reliable cost estimates
The WSC Team has completed evaluations and design for
numerous plants of similar size to the one proposed. As
a result, we have collected costs for treatment, chemical
systems, solids handling, and ancillary components. In
addition, we will obtain current equipment supplier estimates
for large items such as packaged treatment systems,
chemical systems, and solids handling components. These
updated equipment costs combined with our knowledge
and cost data for similar projects will provide the District
with reliable cost estimates for the alternatives analysis and
selected alternative.
In addition to capital cost data, we have also prepared
operations and maintenance (O&M) estimate templates
which provide annual and present value costs for treatment
alternatives based on raw water assumptions to calculate
items such as chemical and power usage, and operations
staffing levels. Together, we will use this data to prepare life
cycle costs for each alternative to compare the total cost of
each option.
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 13PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
SANTA ANA
RIVER SUPPLY
NORTH
FORK
BOX
DISTURBED
AREA
1
2
3
CANA
L
S
CANALS
Areas 1 and 2 fall within the Wash
Plan and all areas fall within the Upper
Santa Ana River HCP, where this plant
is listed as a Covered Activity. TDA
will review the related environmental
documents and identify constraints for
each area and anticipated permitting
and coordination eff orts
The District has a buried
pipeline through Area 2 that
limits buildable area, but
could still be available for
access. Area 2 was previously
disturbed during pipeline
construction, which may
limit environmental impacts.
Proximity to San Andreas
Fault requires focused
seismic shaking analysis to
develop recommendations
for protecting critical
infrastructure from potential
earthquake events.
Existing Conservation
District Canals pass through
all three areas and must be
preserved and protected
A new pipeline from the
North Fork Box to the
selected site is anticipated
to convey Santa Ana River
Water to the new plant
Area 3 is closest in elevation to the
source water and may require pumping
through the plant. Areas 1 and 2 are
signifi cantly lower in elevation and
provide more available head to gravity
fl ow through the plant
This previously disturbed area could be
considered as a potential site location to
limit potential environmental impacts
Valley District's Foothill Pipeline
runs nearby and could deliver State
Water Project water to the plant as a
secondary water source. An existing
turnout is located near Area 1, but
a pump station may be required to
convey SWP water to Areas 2 and 3
A new potable
transmission main
in Greenspot Road
would convey
treated water to
the Foothill Zone
through a PRV
If solids discharge to the
sewer is considered, a new
sewer line in Greenspot
Road would be needed to
connect to the existing
system near the District
offi ce, which could also
be used to serve future
developments.
SA
N
A
N
D
R
E
A
S
F
A
U
L
T
Z
O
N
E
SITING CONSIDERATIONS ALTERNATIVE SITE
Convenient location next
to operations warehouse
Could discharge directly
to partially buried
Foothill Zone Reservoir
Walking path connection for
integrated visitor experience
with District HQ & proposed
CHEF facility
Alternative Foothill
Zone Reservoir
location (at grade)
Adjacent to Foothill
pipeline turnout
ALTERNATIVE
SITE
CHEF
FACILITY
Lower site provides suffi cient
head to gravity fl ow through
any process, including
membranes
Solar generation could be integrated
between the ESWTP and District
headquarters to cost eff ectively
reduce energy footprint through
improved economies of scale.
Sight distance requirements
need to be met for new access
driveway from Greenspot Road
1900'
1800'
1700'
HYDRAULIC PROFILE
1920'
1930'
NORTH
FORK BOXDEVIL CANYON
AFTERBAY 1900'
AREA
3
1870'
AREA
2
1830'
1710'
AREA
1
NEARHQPRV'S
FOOTHILL ZONE
Possible Pump
Station Required
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 14PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
Confirm/support business case evaluation
the potential for poor water quality from the upper aquifer
(nitrate and perchlorate). For example, EVWD Plant
No. 9A, No. 28A, No. 132-5, No. 141, and No. 151 are all
constructed to produce from 200 to 800+ feet and most
of the shallower wells in the area have been abandoned or
destroyed. WSC expects that the cost of drilling new wells is
higher than the preliminary estimates indicated.
In addition to potentially higher than expected life cycle cost,
drilling additional wells in this area can be complex and carry
risk because the basin is adjudicated and there are several
other large water purveyors producing water. There is also
ongoing groundwater contamination and mitigation activities
which can make it more difficult to site and permit new wells.
These risks and challenges further highlight the benefits of
diversifying supply through development of a new ESWTP.
Valuable Results
WSC envisions a ESWTP that is reliable, cost-effective, and low maintenance. We believe there is an opportunity to deliver
a facility with very low life cycle cost by strategic siting to take advantage of gravity head available with the source water. In
fact, with careful process selection and plant design, we think we can avoid pumping altogether, even if a membrane solution
is selected. Jeff Szytel was design manager for the Yucaipa Regional Water Filtration Facility, which utilized low pressure
membranes. The facility was designed to flow by gravity through the MF membranes, dramatically reducing energy use and
cost. If the plant is designed to eliminate pumping of the main process stream, energy demand can be significantly reduced
and potentially 100% offset through the installation of roof-mount solar in conjunction with ground-mount solar that provides
covered parking for staff and/or visitor parking. The design could also incorporate batteries to further enhance the economic
performance of the system.
As shown on the previous page, a site integrated with the District’s headquarters could provide an integrated visitor experience,
further enhancing the District’s reputation as a customer focused agency. This siting location could also provide benefits of
integrated SCADA, and access to sewer for cost-effective disposal of waste streams.
When WSC completes this pre-design effort, the District
will have a thorough, defensible and reliable document that
supports the District’s business case evaluation to move
forward with the ESWTP project.
The District began the process of evaluating new supply
options by comparing the cost of a new ESWTP to that of
drilling two new groundwater wells to produce an equivalent
supply. With the refinement of the ESWTP costs that will
result from this project, WSC also recommends refining
the well cost to provide a more comprehensive comparison
of the options. The preliminary well cost was based on a
relatively shallow well depth of 250 feet. Upon preliminary
review, WSC’s hydrogeologists expect that the new wells
would need to be drilled deeper (in the range of 300 –
500 feet) to produce from the middle aquifer and avoid
Funding considerations
WSC is a funding expert, and we maintain a comprehensive
and proprietary database of funding and financing sources
from state and federal sources. We can quickly compare
project characteristics with available funding programs to
identify programs that could be a good fit. We will then
screen those opportunities to develop a set of recommended
funding opportunities to pursue.
Optional Services
WSC envisions multiple optional services that the District
could consider to provide additional value. These optional
services include:
y Raw water sampling plan. Depending on the amount
and quality of raw water data, WSC may want to suggest
additional raw water sampling before finalizing any
process design recommendations.
y Implementation plan. WSC can provide a customized
implementation plan that outlines recommended
strateg(ies) for delivering the ESWTP from PDR
through final design, construction, start-up,
commissioning, and reliable operation.
y Business case evaluation (BCE) update. WSC can work
with the District to update and strengthen your business
case evaluation for the ESWTP to include improved
cost estimates for both the groundwater as well as the
surface water systems, based in part on findings and
recommendations from the PDR.
WSC has helped our clients
secure hundreds of millions
of dollars in grants and low
interest loans for their water
resources projects.
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 15PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
y Bench testing for ozone. Ozone is a highly effective oxidant that could be a powerful addition to your process stream
for effective DBP control as well as providing an additional barrier to pathogens and many emerging contaminants. If
ozone appears to be a favorable solution, WSC’s team could prepare and conduct a testing plan to prove its efficacy and
operational characteristics.
y Treated water integration. If the District is concerned about water quality blending in the District’s distribution system,
or the capacity of the system to move the treated water to the points of demand, WSC can conduct a treated water
integration analysis where we consider distribution system hydraulics, water quality blending and/or water age to accurately
predict the net effect of the proposed water source on the distribution system.
y Visitor experience conceptual design. WSC has experts in engagement, outreach, and designing a visitor’s experience. If
desired, WSC can develop a conceptual design for the visitor experience to guide final design and implementation.
If the District is interested in pursuing any of these optional tasks, WSC can provide scope, schedule and budget for the
District's consideration.
Why Select WSC
We believe the WSC Team offers unique benefits to the District for this project, and we
hope you select us to be your partner for successful delivery. Please consider the following
differentiators for the WSC Team:
y Unmatched knowledge of the local and regional infrastructure
y Unique insight into the raw water quality for reliable compliance
y Strong relationships and reputation for successful delivery
y Expert team with decades of directly relevant experience
y Tailored solutions, results oriented partner
Robust and reliable solution. Confident decisions. Long-term value.
LEVEL OF EFFORT/
SCHEDULE4
East Valley Water District
East Surface Water Treatment Facility
Level of Effort Summary
Task
No.Task Description
WSC Labor
Hours
TT Labor
Hours
Brady
Labor
Hours
TDA Labor
Hours
Total
Labor
Hours
0
0.1 Project Administration 36.5 8 44.5
0.2 Meetings and Workshops 70 24 94
0.3 QA/QC 22 22
SUBTOTAL 128.5 32 0 0 160.5
1
1.1 Data Request Log 5 7 12
1.2 Raw Water Supply Analysis 14.5 14.5
1.3 Raw Water Quality Data Analysis 2 42 44
SUBTOTAL 21.5 49 0 0 70.5
2
2.1 Capacity Criteria 8.5 8.5
2.2 Treated Water Quality Criteria 4.5 26 30.5
2.3 Infrastructure Requirements 38.5 12 50.5
2.4 Ancillary Facilities 9.5 9.5
SUBTOTAL 61 26 12 0 99
3
3.1 Water Treatment Process 22 90 112
3.2 Chemical Systems 8.5 30 38.5
3.3 Solids Handling and Disposal 22 16 38
3.4 Siting Alternatives 42 42
3.5 Alternatives Conceptual Designs 52 52
3.6 Cost Estimates 58.5 58.5
3.7 Alternatives Evaluation 36 36
3.8 Selection of Preferred Alternative 44 44
SUBTOTAL 285 136 0 0 421
4
4.1 Environmental Review 2 12 14
4.2 Permitting 5.5 5.5
SUBTOTAL 7.5 7.5
5 Funding Analysis 0
5.1 Funding Options 4.5 4.5
5.2 Financing Options 4.5 4.5
SUBTOTAL 9 0 0 0 9
6
6.1 Draft Report 112 112
6.2 Final Report 42 42
SUBTOTAL 154 0 0 0 154
COLUMN TOTALS 666.5 243 12 0 921.5
Environmental and Permitting
Pre-Design Report
10/29/2020
Project Management
Data Collection and Review
Preliminary Design Criteria
Alternatives Analysis
Level of Effort Summary
The table below includes WSC's anticipated level of effort for each of the tasks described within the
previous section and the detailed scope of work included in Appendix C.
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 17PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
Task Name Start Finish Duration Predecessors
Consultant Notice to Proceed Wed 12/2/20 Wed 12/2/20 0 days
Task 0 - Project Management Wed 12/2/20 Thu 9/30/21 210 days
Project Management and Coordination Wed 12/2/20 Thu 9/30/21 210 days 1
Meetings and Workshops Wed 12/2/20 Thu 9/16/21 200 days
As Needed Coordination Meetings Wed 12/2/20 Thu 9/16/21 200 days 3SS
Workshop 1 - Kickoff Tue 12/15/20 Tue 12/15/20 0 days 3SS+2 wks
Workshop 2 - Alternatives Analysis Thu 7/8/21 Thu 7/8/21 0 days 26FS+1 wk
Workshop 3 - Draft Preliminary Design Thu 8/26/21 Thu 8/26/21 0 days 35FS+2 wks
QA/QC Wed 12/2/20 Thu 9/16/21 200 days 1SS
Task 1 - Data Collection and Review Wed 12/9/20 Mon 3/1/21 52 days
Data Request Wed 12/9/20 Mon 3/1/21 52 days 1SS+1 wk
Raw Water Supply Analysis Wed 12/23/20 Thu 1/28/21 20 days 11SS+2 wks
Raw Water Quality Data Analysis Wed 12/23/20 Thu 1/28/21 20 days 11SS+2 wks
Task 2 - Preliminary Design Criteria Fri 1/29/21 Thu 3/25/21 40 days
Capacity Criteria Fri 1/29/21 Thu 2/25/21 20 days 12
Treated Water Quality Criteria Fri 1/29/21 Thu 2/25/21 20 days 13
Infrastructure Requirements Fri 2/26/21 Thu 3/25/21 20 days 15
Ancillary Facilities Fri 2/26/21 Thu 3/25/21 20 days 15
Task 3 - Alternatives Analysis Fri 2/26/21 Thu 7/22/21 105 days
Water Treatment Process Fri 2/26/21 Thu 4/22/21 40 days 16
Chemical Systems Fri 2/26/21 Thu 3/25/21 20 days 16
Solids Handling and Disposal Fri 2/26/21 Thu 4/8/21 30 days 16
Siting Alternatives Fri 2/26/21 Thu 4/8/21 30 days 16
Alternatives Conceptual Designs Fri 4/23/21 Thu 5/20/21 20 days 23,20,21,22
Cost Estimates Fri 5/7/21 Thu 6/3/21 20 days 24SS+2 wks
Alternatives Evaluation Fri 5/21/21 Thu 7/1/21 30 days 24
Selection of Preferred Alternative Fri 7/9/21 Thu 7/22/21 10 days 7
Task 4 - Environmental Permitting Fri 4/9/21 Thu 5/20/21 30 days
Environmental Review Fri 4/9/21 Thu 5/6/21 20 days 23
Permitting Fri 4/9/21 Thu 5/20/21 30 days 23
Task 5 - Funding Analysis Fri 6/4/21 Thu 6/24/21 15 days
Funding Options Fri 6/4/21 Thu 6/24/21 15 days 25
Financing Options Fri 6/4/21 Thu 6/24/21 15 days 25
Task 6 - Pre-Design Report Fri 6/25/21 Thu 9/16/21 60 days
Draft Report Fri 6/25/21 Thu 8/12/21 35 days 27SS-2 wks
Final Report Fri 8/27/21 Thu 9/16/21 15 days 8
12/2
12/15
7/8
8/26
11/20 12/20 1/21 2/21 3/21 4/21 5/21 6/21 7/21 8/21 9/21
Schedule
APPENDIX A:
RESUMESA
Jeffery Mitchell Szytel, MS, MBA, PE
Education
MBA, UCLA Anderson School of
Management
MS, Civil Engineering, University
of California Los Angeles
BS, Civil and Environmental
Engineering, University of
California Davis
Professional Registrations
Professional Engineer - Civil,
California, No. C63004
Professional Affiliations
American Water Works
Association, Member
American Public Works
Association, Member
American Society of Civil
Engineers, Member
Association of California Water
Agencies, Committee Member
Association of Clean Water
Administrators
California Water Environment
Association
Water Environment Federation
WateReuse
Dale Carnegie Training
Toastmasters International
Publications
Supply from the Sea: Exploring
Ocean Desalination. Journal
AWWA, February 2005, 97:2
The Business of Water.
Contributing Author for Supply
from the Sea: Exploring Ocean
Desalination. AWWA. March,
2008.
Professional Experience
Mr. Szytel has 21 years of experience in civil and environmental engineering specializing in
water, wastewater and recycled water systems. He is a water treatment expert who has led
the preliminary and final design of surface water treatment plants, including those that treat
State Water Project and Santa Ana River water. His experience includes project and program
management, construction management, capital improvement planning, water and
wastewater treatment facility evaluation, optimization and design, hydraulic analysis, pilot
studies, water and wastewater master planning, integrated resource planning, water and
sewer infrastructure planning and design and management consulting.
Representative Projects
Yucaipa Valley Water District, Yucaipa Valley Regional Water Filtration Facility
Design and Construction, Yucaipa, CA. Design Manager. Completed design and bidding
assistance for new 12 mgd microfiltration and nanofiltration facility. Design included
influent flow control, microfiltration using Pall membranes, nanofiltration and blending
facilities for DBP precursor removal, dissolved air floatation treatment for MF backwash,
disinfection using sodium hypochlorite, 7-million gallon prestressed concrete reservoir for
finished water storage, 1000 feet of 48” diameter finished water piping including 600’ of 66-
inch jack-and-bore tunnel, security features, and slope protection for the adjacent flood
control channel. Microfiltration system operates on gravity head and does not require
pumping, and building incorporates craftsman style architectural elements. Treated MF
backwash water is re-used in the District’s non-potable water system.
West Basin Municipal Water District, Ocean Desalination Siting and Integration
Study, Irvine, CA. Project Manager. Planned the implementation of a new 25 mgd ocean
desalination plant near El Segundo, CA. Services included alternative site evaluation,
hydraulic integration and blending analyses, water quality evaluation and analysis,
preliminary feasibility planning of treatment and distribution facilities and integration with
MWD’s regional distribution systems, cost modeling of the proposed improvements, and
CEQA compliance support services.
City of San Diego, Preliminary Process Evaluation and Optimization Analysis, Otay
Filtration Plant, San Diego, CA. Project Engineer. Conducted an evaluation of the City of
San Diego’s Otay Filtration Plant to develop alternatives to improve process performance.
The evaluation included analysis of water quality data, chemical usage and dosing points,
current operational practices, unit process hydraulics and performance, and operational costs.
Preliminary findings led to the development of improvement alternatives for further
consideration by the City. Developed a pilot testing strategy to evaluate alternatives for
sedimentation basin improvements in addition to THM reduction, and overall process
optimization.
Big Bear Area Regional Water Agency, Replenish Big Bear, Big Bear, CA. Principal in
Charge. Providing program management services to develop a project that will create a new,
sustainable water resource to benefit the Big Bear Valley and the entire Santa Ana River
watershed. Serving as principal in charge and as a technical advisor on the planning,
permitting, and design for the program. Alternatives were analyzed based on treatment and
regulatory requirements, water supply yield, social and environmental benefits, and life-
cycle cost. Led workshops with key stakeholders and meetings with state and federal
funding and regulatory agencies to support the implementation of a cost-effective project.
Jeffery Mitchell Szytel, PE, MBA - Page 2
Placer County Water Agency, Foothill Water Treatment Plant Expansion, CA.
Project Engineer. Project Engineer for expansion of the Foothill Water Treatment Plant.
Included all components necessary to feed polymer, potassium permanganate, powdered
activated carbon, and sodium hypochlorite to support a new 60 mgd ballasted
flocculation/ sedimentation process. Responsible for design of chemical storage and feed
facility.
City of Fresno, Surface Water Treatment Plan Upgrades, Fresno, CA. Project
Engineer. Designed filter backwash equalization basin, wash water pump station, and a
partially buried, 1.5-mg concrete clearwell for a new 30-MGD surface water treatment
plant for the City of Fresno. The wash water facilities were designed to accommodate
ultimate plant capacity in addition to filter-to-waste equalization. Clearwell overflow was
routed above grade to reduce construction costs, and tank was sited to provide maximum
hydraulic efficiency and flexibility.
City of San Luis Obispo, Water Resource Recovery Facility Project, San Luis
Obispo, CA. Program Manager. Providing Program Management services for the City
of San Luis Obispo’s seven year $156 million Water Resource Recovery Facility upgrade
project from planning through commissioning. Responsibilities include: management of
scope, schedule, and quality of the program, contract management for multiple contracts,
coordination with the SST program, assessment of renewable energy opportunities,
coordination with other City departments, set up of data management system, and general
program administration.
Cayucos Sanitary District, Cayucos Sustainable Water Project (Greenfield
Treatment Facility), Cayucos, CA. Principal in Charge. Provided Program
Management services, which include: schedule management; stakeholder outreach
coordination; meeting coordination and facilitation; action item/data request/project
decision tracking; and sub consultant management, to assist the Cayucos Sanitary District
(District) in evaluating and identifying alternatives for the development of a Water
Resource Recovery Facility (WRRF) to provide a beneficial use for the treated
wastewater. Additionally, completed the Phase 1 initial tasks for the Cayucos Sustainable
Water Project. Initial project tasks included project chartering, beneficial use analysis,
wastewater characterization, siting analysis, establishing criteria for and to develop a
preliminary list of conceptual alternatives, developing descriptions for four conceptual
treatment and disposal alternatives that included potential facility locations, level of
treatment considerations, O/M and capital cost estimates, disposal options, funding and
financial strategy, and wastewater collection system evaluation.
U.S. EPA Guidance Documents, Project Engineer. Co-author for a U.S. EPA
Guidance documents on Granular Activated Carbon Systems, Membrane Systems and
Ozonation and Biologically Active Filtration. Each guidance document presented
estimates of the construction, operation, and maintenance costs associated with granular
activated carbon and membrance system water treatment, and ozonation and biologically
Active Filtration. These projects included assessing the economy and capacity of
treatment scenarios, For the Guidance Document for Membrane Systems, layouts and cost
estimates were developed for complete submerged membrane treatment plants ranging in
size from 1 to 200 MGD total capacity. In addition to presenting these cost estimates, the
document outlined the general application of submerged membranes for municipal
drinking water treatment.
Jeff W. Lawrence, PE
Education
Bachelor of Science, Civil
Engineering, California State
University, Sacramento
Professional Registrations
Professional Civil Engineer,
California, No. 54303
Project Management
Professional, 1458731
Professional Experience
Mr. Lawrence has more than 30 years of engineering experience centered on a balance of
planning studies and detailed design, as well as construction management and operations
optimizations. He has served as project manager/engineer for preparation of dozens of water
system capital improvement plans for municipal water systems in California. Jeff’s career
has given him experience with virtually all aspects of water resources engineering and all the
infrastructure and equipment associated with planning and designing facilities to produce,
pump, store and convey water and wastewater. His experience includes project/program
management of water treatment, storage, and transmission; design, construction and
operation; water system network modeling; project management; and quality control.
Representative Projects
Visalia Surface Water Treatment and Transmission Piping Master Planning and
Predesign, City of Visalia, CA. Project Manager. Responsible for the master planning and
preliminary design of a surface water treatment supply for a new 10,000-home development.
The project included water quality assessments for the proposed water supply, alternatives
development and selection for siting of a raw water storage reservoir and river diversion
pumping station, 13 miles of transmission piping and treatment system selection, backup
power facility, and preliminary design. Planning-level construction costs for the treatment
plant and associated components were prepared based on the preliminary design and options
for plant sites and treatment technologies were analyzed using a present worth analysis.
Turlock Irrigation District, Regional Surface Water Supply (Pipeline and Treatment
Plant), Turlock Irrigation District, Turlock, CA. Project Engineer. Project Engineering
for predesign of a new 42 mgd surface water supply source to replace failing groundwater
supplies for four communities in the Turlock Irrigation District (TID) service area. The
project included preliminary design and development of a detailed preliminary design report
for approximately 17 miles of 20- to 36-inch-diameter treated water transmission pipelines
and 42 mgd surface water treatment plant. The treatment methods evaluated included
microfiltration and conventional treatment. The project also included evaluation of pipeline
routing alternatives, pipe material selection and coordination with the member communities
to plan the piping and connection details.
Water Supply Capital Improvement Program, City of Santa Cruz, CA. Planning
Manager. Coordinated, tracked, managed, and provided technical oversight for over 10
planning and pre-design projects as part of the program management team for the water
supply capital improvement program for the City. The CIP is inclusive of the entire water
system, including infrastructure, surface water treatment, new raw water transmission
facilities, and development of one or more strategies to augment water supply. He was also
instrumental in developing the program policies and procedures for planning and design
work to be executed as part of the program. During the initial stages of developing the
program, he led the project validation effort which defined the project budgets, scope, and
schedules, and developed a program cost and resource loaded schedule for the 10-year CIP
planned for the City. As part of the program, design and planning guidelines were
developed, cost templates, project management plans, and stage gate decision points for each
project.
Jeff Lawrence - Page 2
New Surface Water Infrastructure, Water System Planning Study and Model Update,
City of Davis, CA. Project Engineer. Provided hydraulic and water quality assessment for
this planning study to determine the infrastructure needed to deliver surface water to the city
from a new 30 MGD surface water treatment plant. The plan focused on defining the
infrastructure needed to optimally use surface water with the existing groundwater well
supply system. The objective was to have a blended water supply delivered to all city
customers while meeting the required level of service to all users. The project included a
condition evaluation of existing water system facilities and the preparation of a 20-year
prioritized capital improvement plan for the new projects. The city’s existing hydraulic
model was updated and used to evaluate different water system infrastructure improvements.
Owner’s Representative for $35.5 Million Water Pipelines, Wells, Metering System,
and Storage Tank, City of Davis, CA. Owner’s Representative and Program Manager.
Managed the implementation of $35.5 million in capital improvement program (CIP)
projects. Worked with city staff and provided overall management for the planning, design
and construction of water system capital improvements, acting as the city’s project manager.
Directed the project team and city staff to support the implementation of the state revolving
fund (SRF) funded projects. Implemented program administration including scheduling
controls, document management system, budget baseline and tracking, project progress
tracking, risk management, and consultant management procedures. Capital improvements
include 46,000 linear feet (LF) of large diameter pipelines, well upgrades, automated
metering systems, SCADA upgrades, park conversions to non-potable supply, and storage
facility upgrades. Worked directly with the city management staff and the city attorney to
ensure all contracting meets public and SRF requirements.
Rose Parade Way Treatment Plant, Pipeline, Pumping Station, and Storage Tank, CA
American Water, Sacramento, CA. Design and Technical Oversight. Provided
professional services to complete the design and construction services for a groundwater
treatment plant, including well completion, treatment, water mains booster station and a 2
million-gallon (MG) reservoir. Led the design of the manganese treatment process and
provided technical oversight for the project. This project received a “Design of the Year”
award from the American Public Works Association. Highlights of the system include
approximately 1,000 linear feet (LF) of 12-inch-diameter distribution pipeline; new off-site
well equipped for 1,800 gpm including site design; new manganese treatment system
including backwash tank, chlorination facility, and control system; innovative methane
removal system eliminating the need for a stripper; 2-mg steel reservoir with associated
piping; and a 3,000 gpm pumping station with chlorination and fluoridation facility.
Water Treatment Plant with Pumping Station, Tanks, and Well, Confidential Client,
Northern CA. Design Engineer. Provided design and construction services for a new 1,800
gpm well, which included well completion, treatment, 3,000 gpm booster station, water
main, and 2 million-gallon (MG) water storage tanks. Highlights include equipping the new
off-site well along with fencing and landscaping; a new manganese treatment system,
including backwash tank, chlorination facility, and control system; innovative methane
removal system; reservoir with associated piping; and a new chlorine and fluoride chemical
feed facility.
Robin T. (Bob) Rice, PE, MS
Education
MS, Civil Engineering, California
State University Sacramento
BS, Civil Engineering, University
of Washington
Professional Registrations
Professional Engineer - Civil,
California, No. 74403
Nevada, No. 10509, Retired
Grade T-4 Certified Water
Treatment Plant Operator
Professional Affiliations
California State University,
Sacramento Lecturer: CE-172,
Water Engineering Design, 3-
Unit Upper Division Engineering
Elective, 4 semesters. Emphasis
in treatment processes, pumping
and well design.
Professional Experience
Mr. Rice brings 41 years of engineering experience centered on professional design and
construction management. He has led a variety of public works capital improvements
projects, including design of treatment facility improvements, unit process reviews and
upgrades, contract management, and construction inspection and management services.
Projects range from distribution system improvements, storage tank design and
rehabilitation, new filtration facilities design and start-up, Resident Engineer for the $28
million upgrade to a secondary wastewater treatment process plus design and CM for a $30
million new water treatment facility campus including filtration processes, solids handling,
maintenance building, and computer center. He is experienced with water system treatment
process and facility design, capital improvement projects, construction administration, and
program management.
Representative Projects
Auburn Water Treatment Plant, Placer County Water Agency, CA. Design Lead and
CM Manager. Design and construction management services for a $27 million phased
treatment facility, designed for expansion to 14.0 mgd. Responsibilities included managing
electrical, structural, and geotechnical subconsultants, developing the design and bid
documents, and providing construction administration services, and final operational
performance verification for the $30M, 14 million gallon per day (mgd) facility.
Buckhorn Water Treatment Plant, Pioneer CA, Amador Water Agency. Project
Manager, Lead Designer. The existing Buckhorn WTP treats raw water from the North
Fork Mokelumne and Bear River watersheds for distribution as treated potable water to ten
water districts in east central Amador County. The existing facility was replaced and
upgraded. The new microfiltration membrane facility is sized with a 2 million gallon per day
(mgd) peak capacity, expandable to a 5 mgd capacity in the future.
Cayucos Water Treatment Plant, County of San Luis Obispo. Project Manager, Lead
Designer. The CSA 10 water treatment plant provides drinking water to the community of
Cayucos. CSA 10A is the water distribution system for the southern part of Cayucos.
Provided project management and design for the new 1.0 MGD treatment process including
adsorption clarification / filtration, and sodium hypochlorite disinfection. Design included
treated water storage, high service pumping, solids handling and maintaining of a public bike
path through the site during construction.
San Lorenzo Valley Water Treatment Plant, San Lorenzo Valley Water District. 1.0
MGD treatment process included adsorption clarification/filtration, sodium hypochlorite
disinfection. Design included welded steel storage tanks and backwash sedimentation
basins.
North Lakeport Water Treatment Plant, Lake County Special Districts. Project
Manager, Lead Designer. Provided project management and design for a new surface water
treatment plant utilizing Clear Lake as the water source. The North Lakeport Water
Treatment Facility consists of a raw water intake structure, raw water pumping station,
pretreatment (ozonation), clarification / granular media filtration (GMF), granular activated
carbon (GAC), chlorination, finished water pumping, two 500,000 gallon, two 20,000
gallon, and one pressurized 1000 gallon tank(s).
Robert T. (Bob) Rice, PE, MS - Page 2
Soda Bay Water Treatment Plant, Lake County Special Districts. Project Manager,
Lead Designer. The new Soda Bay Water Treatment facility is a surface water treatment
plant utilizing Clear Lake as the water source. The new treatment facilities consists of
pretreatment (ozonation), clarification / granular media filtration (GMF), and granular
activated carbon (GAC), chlorination. The project also included a raw water intake structure,
raw water pumping station, 135,000 gallon Clearwell, finished water pumping, one 330,000
gallon, four 60,000 gallon, and one 30,000 gallon tank(s).
Montecito Water Treatment Plant, City of Montecito, CA. Treatment processes included
adsorption clarification/filtration, chemical feed, and chlorine disinfection. Design included
emergency chlorine scrubbers and solids handling.
Stafford Water Treatment Plant, North Marin Water District. Treatment process
utilizing ballasted flocculation, carbon dioxide pre-oxidation, storage and centrifuge solids
concentration system.
Jenny Lind Water Treatment Plant Expansion, Calaveras County Water District.
Treatment process, 1.0 MGD, included adsorption clarification/filtration, sodium
hypochlorite disinfection. Design included treated water storage and solids handling.
Lakeside Water Treatment Plant, Lakeside Park Association. Treatment process, 0.5
MGD, included adsorption clarification/filtration, sodium hypochlorite disinfection. Design
included treated water storage and solids handling.
Rector Reservoir Water Treatment Plant, Yountville, CA. Department of General
Services, Real Estate Division. Treatment process, 1.0 MGD, included adsorption
clarification/filtration, sodium hypochlorite disinfection. Design included treated water
storage and solids handling.
Heceta Water Treatment Plant, City of Florence, Oregon. Treatment process included
adsorption clarification/filtration, sodium hypochlorite disinfection. Design included treated
water storage and solids handling.
Reservoir A Water Treatment Facility, El Dorado Irrigation District, CA. Project
Engineer. Responsibilities included design development and construction management
services for the 18 mgd filter expansion of a 55 mgd water treatment facility for the El
Dorado Irrigation District.
Reservoir A and Reservoir 1 Water Treatment Facilities, El Dorado Irrigation District,
CA. Project Manager, Design Lead and CM. Responsibilities included design and
construction management services for conversion of the 26 mgd and 55 mgd water treatment
facilities from gaseous chlorine to liquid hypochlorite disinfection.
El Estero Water Reclamation Facility, City of Santa Barbara, CA. Resident Engineer.
Construction Management for the $28 million upgrade of the facility secondary treatment
process, chemical feed and solids wasting improvements, with revision to the Nitrification /
Denitrification process.
El Dorado Hills Wastewater Treatment Plant, El Dorado Irrigation District, CA.
Design Engineer. Tertiary filtration process review, media and underdrain inspections,
package unit coating rehab, steel storage tank inspection.
Deer Creek Wastewater Treatment Plant, El Dorado Irrigation District, CA. Design
Engineer. 1.5MG welded steel raw equalization tank structural and coating rehabilitation.
Deer Creek Wastewater Treatment Plant, El Dorado Irrigation District, CA. Design
Engineer. Mechanical and control design of 24-inch pinch valve installation for
instantaneous UV channel drainage upon UV system alarm.
Paul D’Santi
Education
Civil Engineering Technician
coursework, Riverside
Community College
Professional Experience
Mr. D’Santi has 16 years experience as a CAD Drafter/Designer and as a consulting civil
engineering technician, focusing on water and recycled water facilities. Experience includes
providing technical and creative support on numerous large scale water infrastructure
projects, preparing drawings and documentation for annexations, and land surveying.
Representative Projects
Cayucos Sanitary District, Cayucos Sustainable Water Project (Greenfield
Treatment Facility), Cayucos, CA. Prepared design plans for a 0.34 MGD greenfield
WRRF that will produce a high quality water supply suitable for a variety of reuse
applications. The project included design of membrane bioreactor and ultraviolet
disinfection treatment processes to meet requirements for beneficial reuse of recycled water.
Golden State Water Company, Alta Mesa Plant Site GAC Treatment Design Project,
Nipomo, CA. Drafter. Prepared design plans for a GAC filter system at a wellhead
treatment facility to treat 123-TCP for a production capacity of 600 gpm.
Soquel Creek Water District, Seawater Intrustion Prevention Wells Project, Soquel
Creek, CA. Drafter. Prepared design plans for seawater intrustion prevention injection
wells as part of the Pure Water Soquel Program.
Big Bear Lake Department of Water and Power, Sawmill Well Pumping Plant, Big
Bear Lake, CA. Drafter. Prepared design plans for a 350 gpm well pumping plant, which
includes site improvements and a CMU building. Project included the design of over 600-ft
of 6-inch PVC pipeline to connect the new well to the existing distribution system.
City of Big Bear Lake Department of Water and Power, 2013 Water System
Improvements, City of Big Bear Lake, CA. Drafter. Prepared design plans for (1) a 1.0
MG potable water reservoir and 2,750 LF of 12-inch transmission main and (2) 5,600 LF of
8-inch transmission main.
California Water Services, DOM 232 Booster Station, City of Torrance, CA. Drafter.
Prepared design plans for new booster station, including demolition of existing facilities and
new site plans.
Big Bear City Community Services District, Peter Pan Area Phase 1 and Sheridan
Drive Water Main Replacements, Big Bear City, CA. Drafter. Prepared design plans for
9,150 LF of 8-inch PVC mains. The replacement mains will be installed within the street
right-of-way.
Liberty Utilities – Apple Valley, Rincon Road Phases 2 & 3 Water Main Replacement,
Compton, CA. Drafter. Prepared design plans to replace approximately 4,000 LF of 12-
inch pipeline in Rincon Road with a 20-inch pipeline. The new pipeline will be located in
street right-of-way.
Park Water Company, McKinley & 135th Water Main Replacement, Compton, CA.
Drafter. Prepared design plans for approximately 1,795 LF 8-inch pipeline and 2,590 LF
12-inch pipeline. The new pipelines will be located in street right-of-way.
Amantha Waterline Replacement, Park Water Company, Compton, CA. Drafter.
Prepared design plans for 5,600 LF 8-inch pipeline and 2,520 LF 12-inch pipeline. The new
pipelines will be located in street right-of-way.
Northwood Waterline Replacement, Park Water Company, Compton, CA. Drafter.
Prepared design plans for 7,600 LF 8-inch pipeline and 4,100 LF 12-inch pipeline. The new
pipelines are located in street right-of-way.
TRUSSELL TECHNOLOGIES, INC. | R. Shane Trussell, Ph.D., P.E., BCEE Resume
R. Shane Trussell, Ph.D., P.E., BCEE Resume
R. Shane Trussell, Ph.D., P.E.,
BCEE
EDUCATION
• Ph.D. Environmental Engineering, University of
California, Berkeley – 2004
• M.S., Environmental Engineering, University of
California, Los Angeles – 1998
• B.S., Chemical Engineering, University of
California, Riverside - 1997
REGISTRATION
Civil Engineer, State of California – No. 66887
CERTIFICATIONS
Board Certified Environmental Engineer,
American Academy of Environmental Engineers
– No. 11-10042
Specialty: Water Supply & Wastewater
SUMMARY
R. Shane Trussell is the President of Trussell
Technologies, Inc. Dr. Trussell has a B.S. in
Chemical Engineering from the University of
California (U.C.) at Riverside, a M.S. in
Environmental Engineering from U.C. Los
Angeles, and a Ph.D. in Environmental
Engineering from U.C. Berkeley.
Dr. Trussell is a registered Civil Engineer in the
State of California with more than 18 years of
hands-on experience with membrane processes
for desalination and filtration. Dr. Trussell has
authored more than 65 publications and
presentations. He has been heavily involved in
process selection for numerous potable reuse
projects, involving advanced wastewater and
water treatment processes, particularly,
membrane filtration, membrane bioreactors,
reverse osmosis, electrodialysis, ion exchange,
granular activated carbon adsorption and
disinfection with ozone, chlorine and chloramines.
Dr. Trussell has been involved in 11 potable reuse
projects throughout the state, ranging from
feasibility studies and pilot testing to design and
regulatory permitting. Dr. Trussell is an industry
leader in potable reuse and developing water
supplies, leading innovative and effective
engineering and research projects throughout
California.
PROJECT EXPERIENCE (Select Projects)
Metropolitan Water District and Sanitation Districts
of Los Angeles County
Title: Regional Recycled Water Advanced Water
Purification Center Demonstration Project
Year: 2019–Present
The Metropolitan Water District of Southern California
(MWD) and the Sanitation Districts of Los Angeles
County (LACSD) are considering the design of a 150
MGD advanced water treatment facility (AWTF) at the
Joint Water Pollution Control Plant (JWPCP) in Carson,
CA. A treatment process of MBR, RO, and UV/AOP is
being proposed. The product water treated at the
AWTF is intended to recharge groundwater basins, so
numerical water quality requirements in the relevant
Basin Plans must be met. Additionlly, the default LRVs
for protozoa granted by DDW for the MBR process will
not allow the AWTF treatment train to meet
requirements in the California Code of Regulations.
The agencies have established a 0.5 MGD Regional
Recycled Water Advanced Purification Center
(Advanced Purification Center), where non-nitrified
secondary effluent from the JWPCP is being treated
using the process train proposed for the full-scale
AWTF. Operation of this facility is being used to
establish the following: 1) demonstration of regulatory
compliance to DDW, 2) design and operating criteria for
the future AWTF, 3) LRVs for Cryptosporidium and
Giardia through MBR, 4) monitoring data for the Title
22 Engineering Report, and 5) public outreach and
acceptance. Trussell Technologies (Trussell Tech) has
been heavily involved in MBR pathogen LRV testing,
water quality monitoring aligned with local Basin Plans,
evaluating operations, and assessing water quality
data.
Role: Project Manager
City of San Diego/Stantec
Title: Pure Water San Diego Program
Year: 2015 – Present
Trussell Tech is part of a consulting team including
Stantec and Brown and Caldwell, working with the City
of San Diego to implement the Pure Water Program.
The goal of the Pure Water Program is to develop a 30-
mgd capacity potable reuse water purification facility
TRUSSELL TECHNOLOGIES, INC. | R. Shane Trussell, Ph.D., P.E., BCEE Resume
R. Shane Trussell, Ph.D., P.E., BCEE Resume
that is operational by 2025, and with a long term goal
of having one-third of San Diego’s drinking water
supply (approximately 83 mgd) be purified potable
reuse water. Trussell Tech is currently supporting this
effort with regulatory guidance for permitting potable
reuse facilities for source water augmentation,
predesign of the North City Advanced Water
Purification Facility (NCAWPF) for two treatment train
options, and pre-qualification and pre-selection testing
for major equipment capital purchases including the
microfiltration/ ultrafiltration (MF/UF), reverse osmosis
(RO), and ultraviolet light/advanced oxidation process
(UV/AOP) systems. Dr. Trussell is leading the
regulatory effort, including interfacing with the
independent project advisory panel and working with
experts and the City to develop a sound strategy for
permitting the future facilities.
Role: Project Manager
East Valley Water District/Arcadis/Balfour Beatty
Sterling Natural Resource Center
Year: 2018 – Present
Trussell Tech is teamed with Balfour Beatty and
Arcadis to develop the Sterling Natural Resource
Center (SNRC), an 8 mgd design capacity water
reclamation facility that will be constructed in Highland,
CA. The SNRC will provide East Valley Water District
(EVWD) with a new water supply that meets regulatory
requirements for unrestricted reuse. The treatment
process will consist of biological treatment with
membrane bioreactors (MBRs) and ultraviolet (UV)
disinfection.
As part of the Design-Build team, Trussell Tech has
provided process engineering design services for the
MBR and UV systems, engineering support throughout
construction, and is providing regulatory assistance for
Regional Water Quality Control Board (RWQCB) and
Division of Drinking Water (DDW) permitting.
Role: Project Manager
Padre Dam Municipal Water District
Title: East County Advanced Water Purification
Project
Year: 2013 - Present
The East County Advanced Water Purification (AWP)
Project is on track to produce 11.5 mgd of locally
sourced drinking water via potable reuse by 2025. The
East County AWP Joint Powers Authority, formed by
Padre Dam Municipal Water District (Padre Dam), City
of El Cajon (El Cajon), and the County of San Diego
(County), is responsible for the governance of this
project, along with Helix Water District as a
collaborative partner. Padre Dam Municipal Water
District retained Trussell Tech to perform an innovative
potable reuse project involving piloting, process
selection, design, and regulatory support. As part of the
design of the demonstration facility, Trussell Tech
coordinated with both an independent advisory panel
and DDW to gain approval for the demonstration
testing plan. Next, the project team completed design
of the 100,000 gpd demonstration facility, which
consists of free chlorine disinfection followed by full
advanced treatment (membrane filtration, reverse
osmosis, and advanced oxidation). Under a U.S.
Bureau of Reclamation research grant, Trussell Tech
evaluated the use of a closed circuit desalination (CCD)
secondary RO system at overall recoveries of 95, 96,
and 97% in order to minimize brine production from the
facility. Following this study, a conventional two-stage
secondary RO system was installed and is currently
undergoing testing at the facility for comparison.
Guided by experience and data from the demonstration
facility, Trussell Tech teamed with Kennedy Jenks for
the 20% design of the 3-phase, full-scale advanced
water purification facility which includes an analagous
treatment train to the demonstration facility with the
addition of CO2 and lime post-stabilization. Trussell
Tech is serving as the process lead for this design and
will also provide procurement services for major
process equipment at the full-scale facility. Dr. Trussell
is the Project Manager leading both the demonstration
testing and full-scale design efforts.
Role: Project Manager
City of Santa Barbara
Title: Engineering Services for Membrane Filtration
Facility
Year: 2016 - Present
In the winter of 2016, the City of Santa Barbara
commisioned a 3 mgd tertiary facility to produce
recycled water using membrane filtration (MF). After
experiencing issues with MF production, the City
retained the services of Trussell Tech to help ensure
that recycled water requirements can be reliably
achieved. Dr. Trussell has been working to analyze and
track wastewater process parameters at the El Estero
Wastewater Treatment Plant and has been engaged in
process operations in order to best manage the
feedwater quality supplying the MF system. Dr. Trussell
has also been involved in the optimization of MF
system cleaning procedures and lead discussions
between the City and the MF system supplier to
implement modifications and improvements to the MF
system. Trussell Tech continues to be involved in
routine operational support for the facility where
process optimization and implemented modifications
have led to the reliable achievement of MF production
requirements.
Role: Project Manager
TRUSSELL TECHNOLOGIES, INC. | Elaine Howe, P.E., BCEE Resume
Elaine W. Howe, P.E., BCEE Resume
Elaine W. Howe, P.E., BCEE
EDUCATION
• M.S., Environmental Health Engineering,
University of Texas at Austin
• B.S., Environmental Engineering, University of
Florida
REGISTRATION
Professional Engineer, State of New Mexico –
No. 21477
Board Certified Environmental Engineer –
No. 18-20011
SUMMARY
Ms. Howe has over twenty-four years of experience
in the field of environmental engineering. She has
experience in source water assessment, water
treatment, potable reuse and project management.
Her experience in water treatment is through the
Stanislaus Regional Water Authority’s Surface
Water Supply Project, the Davis-Woodland Water
Supply Project, DBP mitigation investigation for East
Valley Water District, and others. For SRWA, Ms.
Howe has managed source water assessment;
bench testing of ozonation, manganese removal
and disinfection by-product (DBP) minimization;
process train selection and facility pre-design; and
technical review during the Design-Build company
procurement process for a new water treatment
plant with intermediate ozonation on the Tuolumne
River. For DWWSP, Ms. Howe participated in all
aspects of source water assessment, bench testing
of ozonation and enhanced coagulation, WTP pre-
design, source water integration into existing
distribution systems, and Design-Build-Operate
company procurement.
Ms. Howe’s experience in potable reuse is through
participation in design of Monterey One Water’s
(M1W’s) Groundwater Replenishment Advanced
Water Purification Facility, the City of San Diego’s
Pure Water advanced water treatment facility
design, and the City of San Diego’s Failsafe Potable
Reuse Demonstration Project. In the M1W AWPF
design, Ms. Howe was responsible for process
design of the post-treatment stabilization system,
and layout of the chemical building.
PROJECT EXPERIENCE (Select Projects)
Coachella Valley Water District
Integration Study for Consolidation of the Cove
and I.D. 11 Water Systems
Year: Oct. 2019 - Present
The Coachella Valley Water District (CVWD) is
in the process of consolidating Improvement
District 11 (ID11) water system with its Cove
water system through the construction of a 30-
inch diameter transmission pipeline and booster
station. When water from the Cove system is
introduced into ID11 distribution system, the
ID11 system will transition from highly
mineralized and brackish groundwater to a softer
and lower total dissolved solids (TDS) water from
the Cove system. Trussell Tech was retained to
investigate corrosion control treatment
alternatives to mitigate destabilization of existing
corrosion scale as the ID11 system re-
equilibrates to the new water supply. The
deliverable for this project will be an Integration
Master Plan, which will identify the preferred
corrosion control treatment option, and public
outreach support and public education materials
to facilitate a straightforward transition.
Role: Project Engineer
East Valley Water District
Disinfection By-Product Formation Mitigation
Year: 2019 - Present
As part of a diverse water supply portfolio, East
Valley Water District (EVWD) treats surface water
from the State Water Project supplied through the
San Bernadino Valley Municipal Water District, as
well as local surface water from the Santa Ana
River at the Plant 134 Water Filtration Facility
(Plant 134). The current treatment train for Plant
134 includes coagulation, membrane filtration, and
chlorination. Seasonal water quality changes in the
two surface water sources for Plant 134 have
historically resulted in elevated concentrations of
DBPs. Trussell Tech was involved in a project with
EVWD aimed at assisting East Valley in the
development of DBP mitigation and control
strategies. A major component of this work was
bench testing alternative coagulants and
TRUSSELL TECHNOLOGIES, INC. | Elaine Howe, P.E., BCEE Resume
Elaine W. Howe, P.E., BCEE Resume
coagulation pHs for improved DBP precursor
removal in response to a regulatory Corrective
Action Plan.
Role: Technical Guidance and Review
Stanislaus Regional Water Authority/ West
Yost Associates
Regional Surface Water Supply Project
Year: 2016 – Present
Driven by historic drought conditions, degradation
of groundwater supplies, and declining
groundwater levels, the Stanislaus Regional Water
Authority (SRWA) is seeking to develop a reliable
supplemental surface water supply. Trussell
Technologies is part of the Program Management
team, which will be guiding and performing
technical work to inform treatment decisions
regarding the proposed Surface Water Treatment
Plant. Trussell Tech has taken the lead in
evaluating the Tuolumne River source water, which
included coordinating sample collection, data
management and data analysis. Trussell Tech was
responsible for attaining Bin classification from
DDW for this source water, as required by the
LT2ESWTR regulations. Trussell Tech also
conducted bench-scale tests evaluating enhanced
coagulation, with and without ozonation, and
associated disinfection by-product formation,
seasonal ozone demand, and manganese removal
optimization. With this compendium of data,
Trussell Tech assisted the SRWA with process
train selection and pre-design of the new WTP.
Information in the pre-design report was used to
develop a Request for Proposals and contract
documents for selecting a Design-Build firm to
construct this new WTP.
Role: Project Manager
Goleta Water District
Title: Distribution System Corrosion Analysis
Year: 2017 - Present
Since 2013, Goleta Water District (District) has
supplied a blend of groundwater and surface water
in its service area to meet demands. Under drought
conditions, the District uses a higher percentage of
groundwater, but anticipates much greater reliance
on the surface water supply during wetter years. In
response, Trussell Tech was asked to reviewed
historical water quality data from all of the District’s
water sources to evaluate the potential for
corrosion issues within the distribution system, with
these changing water sources. Additionally, as part
of 2019 on-call services, Trussell Tech provided
the District with a review of upcoming drinking
water regulations and a discussion of their impact
on Goleta’s water treatment plant operations.
Role: Project Engineer and Technical Review
City of Santa Cruz
Title: Water Quality and Process Improvements at
the Graham Hill Water Treatment Plant
Year: 2016 – Present
Trussell Technologies was retained to assist with
several tasks related to water quality and process
improvement at the Graham Hill Water Treatment
Plant (GHWTP). The City is conducting a yearlong
monitoring campaign to characterize the quality of
its various source waters. Trussell Tech provided
guidance for the development of the monitoring
plan, and will be managing and analyzing all
collected data. Trussell Tech also developed a
standard operating procedure (SOP) for jar testing
for the City. The SOP will be used by operators to
optimize chemical dosing at GHWTP, and also as
part of the assessment of whether winter water
flows from the San Lorenzo River can be treated
through GHWTP.
Role: Technical Review
Woodland Davis Clean Water Agency
Title: Davis-Woodland Water Supply Project
Year: 2009 – 2016
The Cities of Davis and Woodland, CA worked in
partnership to supplement their existing
groundwater supply with water from the
Sacramento River. Trussell Technologies was
hired by West Yost Associates to assist with
treatment process selection, Design-Build-Operate
(DBO) Company procurement and DDW permitting
for the Davis-Woodland Water Supply Project
(DWWSP). Ms. Howe conducted a detailed
analysis water quality conditions of the
Sacramento River; prepared a report of the
occurrence and treatment of synthetic organic
chemicals, pharmaceuticals and contaminants of
emerging concern (CECs); conducted bench-scale
tests assessing enhanced coagulation, disinfection
by-product formation, and ozone demand of this
water; prepared permitting documents for submittal
to DDW, participated in process train selection and
preliminary facility design for a 30-mgd WTP.
Role: Project Engineer
Owens-Bennett, P.E. Resume
TRUSSELL TECHNOLOGIES, INC. | Emily Owens-Bennett, P.E., BCEE Resume
Emily L. Owens-Bennett, P.E. Resume
Emily L. Owens-Bennett, P.E., BCEE
EDUCATION
• M.S. Environmental Engineering, Master’s
International Program, Michigan Technological
University, Houghton, Michigan
• B.A. Environmental Studies-Geology, French
minor Whitman College, Walla Walla, Washington
REGISTRATION
Civil Engineer, State of California - No. 78720
CERTIFICATION
Board Certified Environmental Engineer,
American Academy of Environmental Engineers –
No. 19-10007
SUMMARY
Emily Owens-Bennett is a Supervising Engineer with
more than 11 years of water quality and process
treatment project experience with Trussell
Technologies. Ms. Owens-Bennett specializes in water
quality assessment and evaluating treatment options
through analytical testing, for projects spanning a wide
variety of applications. Leveraging Trussell
Technologies’ in-house laboratory facilities and field-
testing resources, Owens-Bennett has recently
implemented and overseen bench-scale testing to
optimize surface water treatment trains for DBP-
mitigation, source water blending studies for assessing
downstream drinking water treatment impacts of surface
water augmentation with purified water, pipe loop testing
to evaluate corrosion control treatment strategies for a
integration study, and assessment of seasonal changes
in surface water ozone demand to inform design criteria
for a full-scale drinking water treatment facility.
PROJECT EXPERIENCE
Coachella Valley Water District
Integration Study for Consolidation of the Cove and I.D.
11 Water Systems
Year: 2019 (ongoing)
The Coachella Valley Water District (CVWD) is in the
process of consolidating Improvement District 11 (ID11)
water system with its Cove water system through the
construction of a 30-inch diameter transmission pipeline
and booster station. When water from the Cove system
is introduced into the ID11 distribution system, the ID11
system will transition from highly mineralized and
brackish groundwater to softer water from the Cove
system with much lower concentrations of chloride, total
dissolved solids (TDS), and alkalinity. Investigated
corrosion control treatment alternatives to mitigate
destabilization of existing corrosion scale and release of
aesthetically unpleasant (e.g., iron and manganese) and
toxic (e.g., lead) metals as the ID11 distribution system
re-equilibrates to the new water supply. Trussell Tech
conducted a pipe-loop study of corrosion mitigation
options, including chemical conditioning to achieve a
target Langelier Saturation Index and pH,
orthophosphate, and silicate addition. The pipe loops
also compared the use of different source waters over
time. Trussell Tech is preparing an Integration Master
Plan identifying the preferred corrosion mitigation
strategy, as well as public outreach and education
messages to facilitate a straightforward transition. This
effort also included design of chemical feed for the pump
station, including both caustic and chlorine.
Role: Project Engineer
East Valley Water District
Plant 134 Disinfection Byproduct Investigation
Year: 2019
As part of a diverse water supply portfolio, East
Valley Water District (East Valley) treats surface
water from the State Water Project (SWP), as well
as local surface water from the Santa Ana River at
the Plant 134 Water Filtration Facility (Plant
134). The current treatment train for Plant 134 includes
coagulation, membrane filtration, and chlorination.
Seasonal water quality changes in the two surface water
sources for Plant 134 have historically resulted in
elevated concentrations of disinfection byproducts
(DBPs), namely trihalomethanes (THMs), in certain
areas of the East Valley distribution system. Trussell
Tech was retained to investigate DBP formation and
optimize treatment at Plant 134 for the removal of DBP
precursors from the SWP source water, which
historically has higher bromide concentrations. Trussell
Tech conducted bench-scale tests comparing the
effectiveness of three coagulants–ACH, aluminum
sulfate, and ferric chloride–at three target pH conditions,
for DBP precursor removal. Simulated distribution
system (SDS) THM formation of the coagulated/filtered
water was tested for quantitative comparison of DBP
formation. The bench-testing results showed that
pretreatment with ferric and sulfuric acid (to a pH of 6.5)
yielded the lowest DBP levels and can be used to
improve DBP levels within the EVWD distribution
system.
TRUSSELL TECHNOLOGIES, INC. | Emily Owens-Bennett, P.E., BCEE Resume
Emily L. Owens-Bennett, P.E., BCEE Resume
Role: Project Manager
Mesa Water District
Free Chlorine Conversion Study
Year: 2018 to present
The Mesa Water District (Mesa Water) is considering
converting its clear groundwater wells from chloramines
to free chlorine disinfection and engaged Trussell Tech
to complete a phased Free Chlorine Conversion Study.
To avoid issues with disinfection byproduct (DBP)
formation, two of Mesa Water’s sources, amber-colored
groundwater treated at the Mesa Water Reliability
Facility (MWRF) and supplemental imported water
provided by the Metropolitan Water District of Southern
California (Met) would continue to be chloraminated.
Owens-Bennett led a technical evaluation of the
feasibility of the chloramine to free chlorine residual
conversion for the clear groundwater wells through
bench testing blended water scenarios of free
chlorinated clear well groundwater with chloraminated
MWRF and Met waters. A feasibility assessment
included hydraulic modeling by Carollo over a range of
operating scenarios to confirm locations of potential
problematic blends in the system. Owens-Bennett
contacted a number of local drinking water utilities that
currently operate with a blend of free chlorinated
groundwater and chloraminated imported water from
Met in a single distribution system pressure zone. A full-
scale testing program has been developed and
reviewed by the California State Water Resources
Control Board Division of Drinking Water. This testing
will pave the way for permanent system conversion.
Role: Project Manager
California American Water
Monterey Penninsula Water Supply Project Permit
Amendments for Orthophosphate Addition
Year: 2019 (ongoing)
Trussell Tech is working with California American Water
(CalAm) to gain California State Water Resources
Control Board Division of Drinking Water (DDW)
approval for updating the permits at several of their
Monterey Main System treatment facilities to provide
more uniform application of orthophosphate as the
corrosion control treatment (CCT). CalAm has recently
developed the Monterey Peninsula Water Supply
Pipeline and Pump Station to integrate their distribution
system and seeks to uniformly and effectively apply
orthophosphate throughout the Monterey System.
Owens-Bennett prepared an engineering report defining
the proposed orthophosphate addition for review and
approval by DDW. This effort included identifying design
changes for chemical addition, including chemical
storage tank sizing, equipment layouts, and proposed
modification of existing facilities to accommodate
orthophosphate CCT.
Role: Project Engineer
Goleta Water District
Bench-Scale Pretreatment Evaluation
Year: 2017
The Goleta Water District (District) treats surface water
from Lake Cachuma, a reservoir fed by local runoff and
dechloraminated State Project Water from the
Sacramento-San Joaquin River Delta, at the Corona Del
Mar Water Treatment Plant (CDMWTP). Lake Cachuma
was influenced by runoff associated with above-average
rainfall in early 2017, as well as a watershed impacted
by fire, resulting in elevated total organic carbon (TOC)
concentrations in the CDMWTP feed water. The District
increased its prechlorination dose to prevent algae
growth in the CDMWTP sedimentation basins, however
elevated levels of total trihalomethane (TTHM) were
measured in the CDMWTP effluent and within the
distribution system. Trussell Technologies was retained
to conduct bench testing to evaluate ozone and chlorine
dioxide as alternative pretreatments to replace
prechlorination at the CDMWTP. The bench test
evaluation was completed in the Trussell Technologies
Lab in Pasadena, CA and included: assessment of
CDMWTP influent water oxidant demand for ozone,
chlorine dioxide, and free chlorine; simulation of the
CDMWTP treatment process; assessment of
disinfection byproducts (DBPs) – TTHM, haloacetic
acids (HAAs), bromate, chlorite, and chlorate – formed
over a maximum distribution system residence time of 6
days.
Role: Project Manager
West Yost Associates – Stanislaus Regional Water
Authority
Regional Surface Water Supply Project
Year: 2016 – Present
Driven by historic drought conditions, degradation of
groundwater supplies, and declining groundwater levels,
the Stanislaus Regional Water Authority is seeking to
develop a reliable supplemental surface water supply.
Trussell Technologies is part of the Program
Management team, guiding and performing technical
work to inform decisions regarding the proposed Surface
Water Treatment Plant Project. Owens-Bennett has
worked on the source water evaluation, including review
of historical water quality data, development and
oversight of the sampling program, and working with
California’s Division of Drinking Water to gain approval
for source water monitoring, including Bin classification
per LT2ESWTR regulations. Owens-Bennett completed
a bench-scale testing program to evaluate treatment
alternatives, including enhanced coagulation via jar
tests, ozonation using solution ozone testing, DBP
formation, as well as process performance, including
manganese removal.
Role: Project Engineer
Tom Dodson
1 of 2
Summary
Tom Dodson is the President of Tom Dodson and Associates, an
environmental consulting firm in San Bernardino, California. He has more
than 40 years of experience in land use planning, and environmental and
resource management, with special expertise in CEQA, NEPA, regulatory
compliance, expert witness testimony and communication/facilitation for
resolution of environmental issues. He personally prepares environmental
documentation for a broad variety of projects and acts as a resource person
in working with clients, governmental agencies, and decision-makers in
finding solutions to complex problems. He negotiates with regulators at the
federal, state and local level, and designs formal presentations to
committees.
Mr. Dodson has served as a facilitator in resolving environmental issues for several agencies, including the
Bureau of Land Management, San Bernardino County, City of San Bernardino, and other agencies. Mr.
Dodson also provides expert witness testimony on land use and environmental issues on a variety of court
cases, primarily in CEQA litigation, takings, land use and regulatory cases. He serves as program manager
on most projects undertaken by the firm and maintains close contacts with subconsultants and specialists
who can provide technical information, as needed, in a timely manner. Mr. Dodson also serves as the
environmental advisor/consultant to the San Bernardino County Local Agency Formation Commission, San
Bernardino International Airport Authority, Inland Valley Development Agency, Inland Empire Utilities
Agency, Cities of Murrieta and El Monte, and several other agencies.
Relevant Experience
San Bernardino County Local Agency Formation Commission
Beginning in 1989 Tom Dodson & Associates became the sole environmental consultant for the San
Bernardino County Local Agency Formation Commission (SBCLAFCO). For the past 13 years Tom
Dodson has served as the individual overseeing and coordinating all environmental determinations for the
SBCLAFCO. This has included review of all reorganizations, annexation, detachments, incorporations and
other actions by the Commission. Over 400 CEQA determinations have been overseen by Tom Dodson on
behalf of and in coordination with the SBCLAFCO staff. The vast majority of LAFCO projects have
consisted of exemptions, but many negative declarations have been prepared and a few environmental
impact reports have been coordinated on behalf of LAFCO. Tom Dodson is considered an expert on CEQA
compliance for LAFCO projects and has made several presentations at CAL LAFCO annual meetings and
on behalf of the SBCLAFCO.
Inland Empire Utilities Agency (IEUA, 1999-Present)
As environmental consultant to the IEUA, TDA prepared the Program EIR for the Optimum Basin
Management Program which evaluated the whole program that is proposed to be implemented to remove
groundwater contamination from the Chino Basin. This EIR was prepared to meet court mandated
deadlines and was certified in a timely manner by the IEUA. TDA has continued consulting with IEUA
and recently completed a Program EIR for IEUA Facilities Masters Plans, which examined the long-term
implementation of wastewater, recycled water and organic waste management programs. TDA is currently
working with ASL/Tetra Tech to implement a major expansion in the organic composting operations
Title
President /
Environmental Specialist
Education
M.A., Geography, University of
California, Berkeley, 1973
B.A., Geography, University of
California Berkeley, 1968
Experience
30+ years
Tom Dodson
2 of 2
currently being carried out by IEUA as part of the Chino Basin groundwater aquifer remediation. Site
selection, due diligence, and CEQA documentation are part of the tasks that TDA has assisted with on this
project.
Inland Valley Development Agency (IVDA)/San Bernardino International Airport Authority (SBIAA)
(1992-Present)
Environmental manager for the IVDA and SBIAA in their role as the redevelopment and reuse agency for
Norton Air Force Base located in San Bernardino, California. Assisted the Air Force in completing its first
and only air conformity determination for reuse of a closing military base. The analysis was used in
presentations to the federal Environmental Protection Agency (EPA) to revise the Conformity Regulations
to exclude transfers of military bases from conformity findings. TDA has been involved in every facet of
base closure, working closely with the Air Force Base Closure Agency (AFBCA) at Norton and in
Washington D.C. to complete the Final EIS and issue the Record of Decision. This support effort includes
endangered species management programs at the former Base and consultations with the State and Federal
government under endangered species laws.
Negotiation of Stream Alteration Agreements and Section 404 Permits
Since 1988 Mr. Dodson has been involved in more than 20 projects that required acquisition of Stream
Alteration Agreements from the State Department of Fish and Wildlife and Section 404 Permits from the
U.S. Army Corps of Engineers. This includes several permits in Big Bear Valley, along the Santa Ana
River and its tributaries, and southern California in general.
Burlington Northern Santa Fe Projects
Over the past 25 years Mr. Dodson has conducted the environmental assessments and provided regulatory
consulting support for more than 20 projects with BNSF. This includes projects in San Diego, Orange, Los
Angeles, and San Bernardino Counties and the Central Valley of California. Projects have ranged from
track improvements to new facilities for maintenance of train equipment, two extensive double and triple
tracking of existing rail corridors in the San Joaquin Valley and in Los Angeles (Hobart Yard to Fullerton).
Detailed environmental documents (Categorical and Statutory Exemptions; Negative Declarations; and
Program Environmental Impact Report) and regulatory consulting responsibilities (endangered species,
regulatory permits for discharge of fill, and biological and cultural resources surveys). Documents have
been prepared for individual cities, counties and for the California Department of Transportation Division
of Rail and Mass Transit.
Southern California Regional Rail Authority (SCRRA) / Metrolink
Over the past ten years Tom Dodson has been the lead environmental consultant on a variety of SCRRA
projects, including all of the Positive Train Control systems within the SCRRA service region. TDA has
also worked closely with specific engineering firms to complete both CEQA and NEPA compliance for
many projects for SCRRA/Metrolink project. Finally, Mr. Dodson has provided direct consulting and
training with the SCRRA staff for NEPA and CEQA compliance.
City of San Bernardino, Various CEQA/NEPA Documents
Over the past four years, TDA has prepared environmental documents to comply with both the California
Environmental Quality Act and National Environmental Policy Act for a variety of City projects. These
projects include: Orange Show Road Extension, involving two bridges, one over Twin Creek and the other
over the Santa Ana River; the downtown movie theater sponsored by the City Economic Development
Agency (EDA); installation of sewer lines along Cajon Boulevard for the City EDA; and most recently,
several demolition projects, also initiated and carried out by the EDA. All of these documents have been
successful in accomplishing full compliance with both CEQA and NEPA and other regulatory
requirements, such as Corps of Engineers and endangered species permits.
Ryan Nishimura, PE
Electrical & Control Systems Engineer
Professional Summary
Mr. Nishimura is a Professional Engineer with over 13 years of professional
experience in engineering. Mr. Nishimura is also proficient in AutoCad, AutoCad
P&ID, AutoCAD Plant 3D, ETAP (Load Flow, Short Circuit, Protective Device
Coordination & Arc Flash Analysis), Microstation, Plantspace P&ID, Sketchup,
Allen Bradley RSLogix 500/5000, Schneider Electric Concept, Control
Microsystems Telepace, Allen Bradley FactoryTalk, GE Fanuc Proficy, and
Wonderware InTouch as well as programming experience in Matlab, Visual
Basic, C, Java, KML (for use with Google Earth), and relay ladder logic
programming. In addition to engineering design work, Mr. Nishimura also has
extensive field experience during installation and startup/commissioning of
electrical and industrial control systems in the built environment.
Project Experience
ELECTRICAL & CONTROL SYSTEMS ENGINEER, MISSION TRAILS FLOW
REGULATORY STRUCTURE II AND FLOW CONTROL FACILITY, SAN DIEGO
COUNTY WATER AUTHORITY
This project consisted of designing a new Flow Regulatory Structure (FRS) and
Flow Control Facility (FCF). The FRS included a new Reservoir (FRS II) for
storage and flow regulation and an electrical vault. The FCF included two flow
control valves that provides controls flows from the FRS to the Water
Authority’s pipeline. Provided electrical and control systems design, including
power, controls, lighting, grounding, coordination with SDG&E, and maintaining
strict SDWCA Electrical and SCADA standards in place to maintain consistency
across all facilities.
ELECTRICAL & CONTROL SYSTEMS ENGINEER, MISSION TRAILS WATER
QUALITY IMPROVEMENT PROJECT, SAN DIEGO COUNTY WATER
AUTHORITY
This project consists of upgrading and improving the water quality facilities for
the Water Authority’s Mission Trails site. The site currently consists of three
main facilities; Flow Regulatory Structure I, Outlet Valve Structure, and the Flow
Balancing Structure. The upgrades included in the design had exceeded the
existing electrical service from the utility provider (SDG&E) and the existing
distribution infrastructure, prompting the electrical distribution system to be
upgraded and re-designed to accommodate the new electrical loads and
planned future loads. Provided electrical and control systems design, including
power distribution, facility power, controls, lighting, grounding, coordination
with SDG&E, and maintaining strict SDWCA Electrical and SCADA standards in
place to maintain consistency across all facilities.
ELECTRICAL & CONTROL SYSTEMS INSPECTOR/START-UP ENGINEER,
OTAY WATER TREATMENT PLANT SODIUM HYPOCHLORITE GENERATION,
CITY OF SAN DIEGO
The Otay Water Treatment Plant is a 34 mgd conventional water treatment
plant for the City of San Diego. This project consisted of providing inspection
services and assisting the city in oversite that involved the replacement of the
existing chlorine gas system with sodium hypochlorite generators. Provided
assistance in start-up, electrical testing, and functional tests.
PROFESSIONAL EXPERIENCE
BEGAN
2006
JOINED FIRM
2006
EDUCATION
B.S. Electrical Engineering
University of California, San
Diego, 2005
LICENSES / CERTIFICATIONS
Professional Electrical
Engineer, California, No.
20050
SDG&E Qualified Designer
Applicant (OH)
Ryan Nishimura, PE
Electrical & Control Systems Engineer
ELECTRICAL & CONTROL SYSTEMS ENGINEER, NORTH CITY PURE WATER FACILITY PROJECT, CITY OF
SAN DIEGO
The Project consisted of electrical design for the new 34 MGD Pure Water Plant in San Diego. The plant
utilizes Ozone, BAC filtration, Ultra filtration, Reverse Osmosis, UV and CO2 systems. The power
requirements were 12kV 15MVA Main Electrical Building, medium voltage 1000HP pumps at the
pump station, and multiple process systems. The DCS system is networked to the North City plant that
also feeds the raw water to the new plant. Smart MCCs and ARC resistant switchgear were
incorporated into the design. Multiple valve networks and analyzer networks were part of the design
along with a fully integrated security system. Provided electrical and controls system design, which
included power, grounding, lighting, controls, and integration to the City’s DCS system.
ELECTRICAL & CONTROL SYSTEMS ENGINEER, OMUC WELL 41 TREATMENT, CITY OF ONTARIO
Project consisted of engineering services for the addition of new facilities and connections to existing
facilities for wellhead treatment facilities to treat up to 2,400 gpm from Well No. 41 on OMUC-owned
property approximately 1,300 feet south of Well No. 41. BRADY was the sub consultant to provide the
electrical and instrumentation portion of the engineering services. Prepared the Electrical and
Instrumentation design.
ELECTRICAL & CONTROL SYSTEMS ENGINEER, PUMP STATION, CITY OF UPLAND
The project consisted of a new 7.5 MG pre-stressed concrete reservoir, chlorine injection system, and
site amendments. Provided electrical and controls system design, which included SCE coordination,
power, grounding, lighting, controls, and integration to the City’s SCADA system.
PECK RESERVOIR BOOSTER PUMP STATION ELECTRICAL UPGRADES, CITY OF HUNTINGTON BEACH.
ELECTRICAL ENGINEER
Project consisted of electrical, mechanical and structural upgrades to an existing water booster pump
station to provide dual mechanical/electrical drive capabilities for four (4) existing 350 HP pumps.
Primary project objective included evaluating the feasibility of upgrading existing Natural Gas (NG)
engine driven pumps with right angle gear drives by adding combination gear drives and 350 HP
variable speed electric motors to make electrical energy the new prime mover rather than the NG
engines. The study required close coordination with Southern California Edison (SCE) to determine
the capacity of the utility’s distribution system in a densely populated residential area and ultimately
resulted in the recommendations to proceed with establishing a new 1.5 MVA service from the existing
12kV distribution system to serve the booster station. Details of the upgrade included a new 2000A.
480V service, Low Harmonic variable frequency drives (VFDs) to ensure IEEE 519 compliance, and
various structural and mechanical upgrades to achieve the space required for the new equipment.
Assisted in developing a 3D model of the existing pump station and the new infrastructure.
ELECTRICAL & CONTROL SYSTEMS ENGINEER, RESERVOIR 2 AND PUMP STATION, CITY OF
FOUNTAIN VALLEY
The project consisted of a new booster pump station, SCADA system, and upgrades to the existing 5
MG reservoir and existing site. Sewer lift station 106 was completely replaced and upgraded. Provided
electrical and controls system design, which included SCE coordination, power, grounding, lighting,
controls, and integration to the City’s SCADA system via the existing fiber optic network.
ELECTRICAL & CONTROL SYSTEMS ENGINEER, NAVAL STATION MAYPORT WATER TREATMENT
PLANT PLC, REPLACEMENT, MAYPORT, FL, NAVAL FACILITIES ENGINEERING COMMAND – NAVFAC
Mr. Nishimura provided Electrical and Control Systems Services to replace the existing Programmable
Logic Controller (PLC) for the Water Treatment Plant at Naval Station Mayport, Florida. This project
included the design, installation, and programming for a new PLC, new local touchscreen Operator
Interface Terminal (OIT), and a new Human Machine Interface (HMI) system consisting of two servers
located in a control room. The Water Treatment Plant system consists of 2 reservoirs, 3 well sites, 6
high service pumps with Variable Frequency Drives (VFD), and a chlorine injection system.
APPENDIX B
RELEVANT PROJECT
EXPERIENCEB
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 1PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
Central Coast Blue
City of Pismo Beach
WSC investigated alternatives for developing an advanced
treatment plant that will enable the City of Pismo Beach to
produce and beneficially use recycled water to enhance its
water supply. The identified alternative is now in the process
of being implemented.
WSC is serving as the Program Manager for the Central
Coast Blue project, which included developing a facilities
planning study, grant applications and cost share agreements,
permitting support, groundwater modeling, and the operation
of an advanced treatment demonstration facility.
The $30 million program has included evaluation of
numerous recycled water alternatives to arrive at an optimal
solution for recharging the Santa Maria Groundwater Basin
and protect it from seawater intrusion. Tasks included a
water quality and quantity analysis, process evaluation and
selection, siting, infrastructure integration, preliminary
design, cost estimates, permitting, and environmental
compliance.
Client Reference:
"WSC is very knowledgeable and responsive.
They have proven themselves to be fair,
understanding and willing to go the extra
mile to see a project succeed. I would highly
recommend WSC."
- Benjamin Fine, Public Works Director
City of Pismo Beach
P | (805) 773-7037
Cayucos Sustainable Water
Project
Cayucos Sanitary District
WSC provided preliminary design, design, program
management, and construction management services
for a 0.34 MGD greenfield WRRF that will produce a
high quality water supply suitable for a variety of reuse
applications.
WSC began working with the District in 2015 to develop
a new Water Resource Recovery Facility (WRRF). Since
then, WSC developed a facilities plan that evaluated the
regulatory and permitting requirements, process selection,
siting, grant applications, and the operational requirements
of a WRRF capable of producing Title 22 compliant water.
After completing the facilities plan, WSC served as the
design engineer for the project which included design of
membrane bioreactor and ultraviolet disinfection treatment
processes to meet state requirements for beneficial reuse of
recycled water. WSC is now serving as construction manager
for the project.
Client Reference:
"WSC worked closely with the funding agencies
and our staff to determine funding eligibility
and to develop strategies to maximize the
amount of grant and low interest loan funding
obtainable for the project."
- Mr. Rick Koon, General Manager
Cayucos Sanitary District
P | (805) 235-5464
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 2PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
Water Resource Recovery Facility
Upgrade
City of San Luis Obispo
WSC is the Program Manager for the City's largest-ever capital
improvement project, a $156 million WRRF upgrade.
WSC and our consulting team managed, planned, secured
funding, and are helping deliver the City’s WRRF Upgrade.
Upgrades to the facility include the construction of a new
MBR, new UV disinfection system, new digesters and
solids handling systems, and comprehensive upgrades to
existing unit processes. WSC's tasks included successfully
completing a Facilities Plan, Recycled Water Planning
Study, Wastewater Collection System Infrastructure
Renewal Strategy Master Plan, and comprehensive program
management services.
The project will enable the City to meet new NPDES permit
limits for discharge into an environmentally sensitive creek.
As Program Manager, WSC is leading negotiations with the
State Water Resources Control Board on implementing the
Time Schedule Order, and building regulatory support for
external funding through the Clean Water State Revolving
Fund. WSC has also worked with operations staff to
maximize the long-term beneficial use of the City’s recycled
water supply and the production capabilities of the WRRF.
Client Reference:
"WSC has utilized some very innovative
approaches to solving complicated and difficult
projects."
- Mr. Dave Hix, Wastewater Division Deputy Director
City of San Luis Obispo
P | (805) 781-7205
North Pleasant Valley
Groundwater Desalter
City of Camarillo
WSC is serving as the program manager and construction
manager for the City's North Pleasant Valley Groundwater
Desalter Project (NPV Desalter). WSC has managed the
program from preliminary design through permitting, funding,
detailed design, and construction.
WSC is serving as the Program Manager and Construction
Manager for a desalter project that will use reverse osmosis
to treat brackish groundwater. WSC's tasks included
preparing capital, operations, and maintenance cost
estimates to help set the project’s budget. WSC also worked
closely with the City to evaluate and secure the project
site, integrate with existing infrastructure, evaluate water
quality, navigate permitting, and secure funding for the
project. WSC helped the City procure a Design Engineer
and now is serving as Construction Manager for the project.
Once complete, the NPV Desalter will treat 4,500 AFY
of brackish groundwater using reverse osmosis to yield up to
3,800 AFY of potable water, which will more than double
the City's water supply. WSC also helped the City secure
over $20 million in grant funding for the project which was
instrumental in making the project financially feasible.
Client Reference:
- Ms. Lucie McGovern, Deputy Director of Public Works
City of Camarillo
P | (805) 388-5334
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 3PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
Regional Surface Water Supply
Project
Stanislaus Regional Water Authority
Trussell Tech prepared the pre-design report for this new water
treatment plant, and also assisted with develop of procurement
documents for selection of a Design-Build team to design and
construct the new water treatment plant.
Driven by historic drought conditions, degradation of
groundwater supplies, and declining groundwater levels, the
Stanislaus Regional Water Authority (SRWA) is preparing
to construct a new surface water treatment plant (WTP) to
provide a supplemental drinking water supply to the cities
of Ceres and Turlock. Trussell Tech is part of the Program
Management team which is guiding and performing
technical work to inform decisions regarding selection
and pre-design of an optimal treatment train, selection
of a Design-Build team to construct the new WTP, and
supporting review of design drawings and specifications.
Trussell Tech took the lead in evaluating the water quality
of the source water—the Tuolumne River—which included
review of historical water quality data and implementation
of a two year sampling campaign, which has been extended
through WTP design. Trussell Tech conducted jar tests and
additional bench-scale tests to assess enhanced coagulation,
disinfection by-product (DBP) formation and minimization,
ozone demand on both raw and clarified water, ozone dose
needed for pathogen credit, and manganese removal.
Trussell Tech lead efforts evaluating treatment alternatives,
treatment goals, and selection of the recommended
treatment train, which includes coagulation, flocculation,
sedimentation, intermediate ozonation, biologically active
filtration through a GAC/sand deep bed filter, finished water
stabilization and corrosion control, and final disinfection with
free chlorine.
Plant 134 Disinfection Byproduct
Investigation
East Valley Water District
Trussell Tech investigated DBP formation and treatment
optimization at Plant 134 for the removal of DBPs in certain
areas of EVWD's distribution system.
As part of a diverse water supply portfolio, the District treats
surface water from the State Water Project, as well as local
surface water from the Santa Ana River at the Plant 134
Water Filtration Facility (Plant 134). The current treatment
train for Plant 134 includes coagulation, membrane filtration,
and chlorination. Seasonal water quality changes in the two
surface water sources for Plant 134 have historically resulted
in elevated concentrations of disinfection byproducts
(DBPs), namely trihalomethanes (THMs), in certain areas of
the EVWD distribution system.
Trussell Tech was retained to investigate DBP formation and
optimize treatment at Plant 134 for the removal of DBP
precursors from the SWP source water, which historically
has higher bromide concentrations. Trussell Tech conducted
bench-scale tests comparing the effectiveness of three
coagulants–ACH, aluminum sulfate, and ferric chloride–at
three target pH conditions, for DBP precursor removal.
Simulated distribution system (SDS) THM formation of
the coagulated/filtered water was tested for quantitative
comparison of DBP formation. The bench-testing results
showed that pretreatment with ferric and sulfuric acid (to a
pH of 6.5) yielded the lowest DBP levels and can be used to
improve DBP levels within the EVWD distribution system.
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 4PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
Free Chlorine Disinfection
Conversion Study
Mesa Water District
Trussell Tech provided water quality evaluation, chlorine
chemistry, DBP control, and bench-scale testing services for a
Free Chlorine Disinfection Conversion Study for Mesa Water.
The Mesa Water District (Mesa Water) is considering
converting all of its clear groundwater wells from chloramines
to free chlorine disinfection and has engaged Trussell Tech
to complete a phased Free Chlorine Conversion Study. The
free chlorine strategy is being pursued to avoid nitrification
in the distribution system. Prior testing indicated that
disinfection byproduct (DBP) formation may be an issue
with free chlorine disinfection of two of Mesa Water’s
sources, amber-colored groundwater treated at the Mesa
Water Reliability Facility (MWRF) and supplemental
imported water (treated surface water) provided by the
Metropolitan Water District of Southern California (Met).
To avoid the DBP problem, the MWRF and Met turnouts
would continue to be operated with chloramine disinfection.
Trussell Tech completed a technical evaluation aimed at
verifying the feasibility of the chloramine to free chlorine
residual conversion of the clear groundwater wells through
bench testing. The tests evaluated a broad range of blended
water scenarios of free chlorinated clear well groundwater
with chloraminated MWRF and Met waters.
Water Quality and Process
Improvements
City of Santa Cruz
Trussell Tech conducted a source water quality assessment, bench
testing, and process review for water quality improvements at the
Graham Hill Water Treatment Plant
Trussell Tech was retained by the City of Santa Cruz to
assist with several tasks related to water quality and process
improvement at the Graham Hill Water Treatment Plant
(GHWTP). The City conducted a yearlong monitoring
campaign to characterize the quality of its various source
waters. Trussell Tech provided guidance for the development
of the monitoring plan, and managed and analyzed all
of the collected data, for the purpose of understanding
seasonal variability in water quality and the impact on water
treatment at the GHWTP . Trussell Tech also developed
a standard operating procedure (SOP) for jar testing and
provided operator training for bench testing to complement
treatment decisions at GHWTP and assess whether winter
water flows from the San Lorenzo River can be treated
through GHWTP.
Finally, Trussell Tech performed an evaluation of process
changes to reduce disinfection byproduct formation at the
GHWTP. Bench-scale testing was completed to compare
multiple potential alternative treatment trains to achieve
compliance with DBP MCLs. Treatment strategies tested
included various combinations of the following: pre- and
post-chlorination, UV disinfection, pre- and intermediate-
ozonation, and enhanced coagulation with and without sand
ballasted flocculation using powdered activated carbon
(PAC). Bench-scale test results were used to calibrate and
inform a DBP formation model to assess the impact of
the different treatment strategies for DBP control. Most
recently, Trussell Tech provided review of technical review of
the results and conclusions of a pilot study at the GHWTP to
test Kruger’s Actiflo Carb system for DBP control.
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 5PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
Alta Mesa Plant Site GAC
Treatment Design
Golden State Water Company
WSC prepared design documents for wellhead treatment
facilities to treat 1,2,3 TCP at the Alta Mesa well for a combined
production capacity of 600 gpm.
WSC completed the GAC filter system preliminary
engineering and prepared the final design and construction
bid documents. WSC worked with GAC system vendors to
fully develop design parameters including media type, empty
bed contact time, hydraulic loading rate, vessel diameter,
size and operational configuration. System hydraulics
were assessed to verify that the existing well pumps would
be adequate for use in the GAC filter system. WSC also
evaluated backwashing requirements and selected a bag
filter system to provide pre-filtration for the GAC system.
Construction documents for the GAC filter system
including project civil, mechanical and instrumentation
sheets, specifications, and opinion of probable construction
cost. WSC services included bid and construction phase
support.
APPENDIX C
DETAILED SCOPE OF
WORKC
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 1PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
Level of Effort
TASK 0.0: PROJECT MANAGEMENT
0.1 Project Administration
y Complete project setup in WSC’s project management
system, review and execute contracts, provide necessary
documentation including insurance certificate(s)
y Manage sub-contracts and process sub-consultant
invoices
y Prepare monthly invoices and progress reports (assumed
schedule is 6 months)
Deliverable: Monthly invoices and progress reports
0.2 Meetings and Workshops
y As-Needed Coordination Meetings. Conduct as needed
coordination meetings with members of the project
team to provide progress updates, work through any
questions that may arise, obtain District feedback or for
other collaboration needs. Meetings will be held virtually,
and the budget includes up to four (4) 1-hr meetings
attended by 2-3 WSC staff.
y Workshop 1 – Kickoff. Plan, schedule, and conduct
project kickoff workshop. Kickoff workshop will include
review of project objective and key success factors,
scope, schedule, and budget. Workshop will be held
virtually and is budgeted to last two (2) hours. Team
will review initial data request and discuss performance
requirements for the proposed East Surface Water
Treatment Plant.
Deliverable: Meeting agenda, materials, and draft Data
Request. at least three business days prior to meeting,
and notes with action items within one week following
meeting.
y Workshop 2 - Alternatives Analysis. Plan, schedule, and
conduct alternatives analysis workshop. Workshop will
be held virtually and is budgeted to last three (3) hours.
Project team will present results from data analysis,
summarize plant performance requirements, and present
alternatives analysis, and lead evaluation and selection of
a preferred alternative.
Deliverable: Meeting agenda and materials at least
three business days prior to meeting, and notes with
action items within one week following meeting.
y Workshop 3 – Draft Preliminary Design. Plan,
schedule, and conduct workshop to review draft
Preliminary Design Report. Workshop will be held
virtually and is budgeted to last two (2) hours.
Deliverable: Meeting agenda and materials at least
three business days prior to meeting, and notes with
action items within one week following meeting.
0.3 Quality Assurance and Quality Control
y Implement WSC’s quality management procedures
including QA/QC review of all deliverables
TASK 1.0: DATA COLLECTION AND
REVIEW
1.1 Data Request Log
y Prepare and submit data request using a Microsoft Teams
site for collaboration and file sharing
y Update and revise data request in Teams to track
progress and outstanding items as required
1.2 Raw Water Supply Analysis
y Expand on the reliability and availability summaries
presented in the 2020 Alternative Supply Analysis
report to further assess impacts of supply variability on
plant runtime and yield. Perform statistical analysis of
monthly supply availability from both the Santa Ana
River (SAR) and the State Water Project (SWP) over
the previous 10-year period to characterize variability of
supply availability.
y Evaluate hydraulic conditions from both supplies
y Identify supply delivery criteria and conditions
for availability for each supply, including seasonal,
contractual, and hydraulic constraints
1.3 Raw Water Quality Data Analysis
y Evaluate available water quality data from both the SAR
and SWP sources
y Determine level of confidence for treatment process
evaluation and assumptions required using existing data
y Develop trends and prepare characterization of raw water
quality, including potential assumptions for using limited
data
y Develop recommendations for additional raw water
sampling based on analysis of the existing data
TASK 2.0: PRELIMINARY DESIGN
CRITERIA
2.1 Capacity Criteria
y It is assumed that the District will provide system
operations criteria necessary to define the required
treatment capacity and operational parameters for the
ESWTP, such as:
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 2PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
1. Supply strategy (continuous base supply for the water
system, peak month supply, wet year supply, etc.)
2. Expected plant runtime, including anticipated
seasonal and annual variations in plant production
y Summarize treatment capacity criteria in the Pre-Design
Report
2.2 Treated Water Quality Criteria
y Summarize the water quality regulatory requirements
applicable to the ESWTP
y Evaluate distribution system water quality goals provided
by the District
y Prepare treated water quality criteria to maintain reliable
compliance and to meet District’s stated water quality
goals
2.3 Infrastructure Requirements
y Identify infrastructure improvements required such
as intake facilities, conveyance, flow/pressure control
structures, electrical, SCADA/Control, fencing and
gates.
y Summarize preliminary criteria for needed infrastructure
improvements
2.4 Ancillary Facilities
y Summarize ancillary facilities needs, including lab,
maintenance needs, buildings, visitor features, storage,
etc.
y Identify and summarize criteria and/or requirements
for ancillary and/or supporting facilities that would be
co-located with the ESWTP
TASK 3.0: ALTERNATIVES ANALYSIS
3.1 Water Treatment Process
y Develop feasible alternatives for the treated water
process given the raw water quality characterization and
treated water quality criteria
y Consider membrane and non-membrane alternatives
y Develop 3-4 process alternatives that range in cost,
complexity, and reliability to bracket the possibilities
y Screen process alternatives to select 2-3 process
configurations to carry forward into the alternatives
analysis
3.2 Chemical Systems
y For each water treatment process alternative, identify
required chemical storage, handling, and feed facilities
3.3 Solids Handling and Disposal
y Develop 3-4 feasible alternatives for solids handling
and disposal. Options should include mechanical and
non-mechanical options, as well as potentially discharging
to sewer
y Screen solids handling alternatives to select 1-2 solids
handling options to carry forward into the alternatives
analysis
3.4 Siting Alternatives
y Evaluate up to three (3) possible site locations
y Review available mapping, ownership and/or easement
data provided by the District
y Consider access and available area
y Consider hydraulics and energy requirements
y Consider proximity of available utilities
y Consider required grading and setbacks, as well as
potential environmental impacts and/or constraints
3.5 Alternatives Conceptual Designs
y Prepare conceptual designs for the 2-3 feasible
alternatives including water treatment and solids
handling process selections, process flow diagram (PFD),
preliminary plant footprint and preliminary design
criteria.
3.6 Cost Estimates
y Develop planning level life cycle cost estimates for each
alternative
3.7 Alternatives Evaluation
y Establish evaluation criteria for comparing alternatives
(envisioned to be discussed during the kickoff meeting)
y Conduct triple bottom line (TBL) evaluation including
sensitivity analysis
y Rank alternatives based upon TBL score
3.8 Selection of Preferred Alternative
y Select the preferred alternative
y Prepare preliminary site layouts of the preferred
alternative at up to three (3) possible site locations
y Update conceptual design and/or cost estimate (if
needed)
EVWD - EAST SURFACE WATER TREATMENT PLANT PDR | 3PROPRIETARY // WATER SYSTEMS CONSULTING, INC.
TASK 4.0: ENVIRONMENTAL AND
PERMITTING
4.1 Environmental Review
y Identify potential environmental impacts and/or
constraints for each site alternative
y Summarize CEQA and/or NEPA review requirements
y Summarize CEQA-plus requirements for State
Revolving Fund compliance
4.2 Permitting
y Develop list of required permits including lead agency
y Summarize apparent permitting risks
TASK 5.0 FUNDING ANALYSIS
5.1 Funding Options
y Summarize the most relevant funding sources and/or
programs that could provide grant funding for design and
construction of the ESWTP including key terms and an
assessment of expected availability and timeline
5.2 Financing Options
y Summarize the most relevant financing options for
design and construction of the ESWTP including key
terms, and an assessment of expected availability and
timeline
TASK 6.0: PRE-DESIGN REPORT
6.1 Draft Report
y Prepare draft Pre-Design Report. Pre-Design Report is
expected to have the following outline:
1. Executive Summary
2. Introduction and Background
3. Raw Water Characterization
4. Performance Requirements
5. Alternatives Analysis
6. Environmental and Permitting
7. Funding and Financing
8. Conclusions and Recommendations
Deliverable: Draft Pre-Design report delivered
electronically in PDF format
6.2 Final Report
y Incorporate client feedback and prepare final Pre-Design
Report
Deliverable: Final Pre-Design report delivered
electronically in PDF format
OPTIONAL TASK 1.0: RAW WATER
SAMPLING PLAN
If needed, WSC can prepare a raw water sampling plan to
expand the available dataset for raw water quality.
OPTIONAL TASK 2.0: IMPLEMENTATION
PLAN
WSC can prepare a preliminary implementation plan that
could outline implementation strategies, timeline, and risks
to position the project to move forward into implementation.
OPTIONAL TASK 3.0: UPDATE
BUSINESS CASE EVALUATION
Depending upon the outcome of the analysis and the
recommendations developed above, WSC can work with the
District to update the Business Case Evaluation.
OPTIONAL TASK 4.0: BENCH TESTING
Bench testing could be valuable to help optimize treatment
process design. If needed, WSC can develop a bench testing
plan and conduct the required bench testing.
OPTIONAL TASK 5.0: TREATED WATER
INTEGRATION
WSC can conduct a thorough blending analysis to evaluate
the potential water quality impact(s), if any, of introducing
surface water supply to the District’s distribution system
at the proposed location(s). Potential areas of focus could
include corrosion scale stability and/or DBP formation within
the distribution system.
OPTIONAL TASK 6.0: FUNDING AND
FINANCING STRATEGY
WSC can develop a funding and financing strategy that
sets portfolio goals for project funding, and we can prepare
needed funding applications to initiate the process(s) as
appropriate.
OPTIONAL TASK 7.0: VISITOR
EXPERIENCE CONCEPTUAL DESIGN
WSC understands the District’s interest in investing in
the education and engagement of its customers. The
new ESWTP will be an important facility for the District,
providing clean, safe drinking water from a local water
resource. WSC firmly believes in conceptualizing and
integrating the visitor experience with the facility design
to maximize the opportunity for meaningful engagement.
Depending on the selected location for the proposed facility,
there may be an opportunity to provide an integrated visitor
experience with the District Headquarters and Community
Heritage and Education Foundation facility that’s planned to
be constructed next door.
APPENDIX D
ADDENDUM
ACKNOWLEDGMENTSD
East Surface Water Treatment Plant RFLP - - Addendum 1 September 10, 2020
Page 1
ADDENDUM NO. 1
FOR REQUEST FOR LETTER PROPOSALS
FOR
W2208 – EAST SURFACE WATER TREATMENT PLANT
Preliminary Design Report
FOR
EAST VALLEY WATER DISTRICT
SEPTEMBER 10, 2020
To: Prospective Proposers
The following changes, additions, and/or deletions are hereby made a part of the RFLP for the East
Surface Water Treatment Plant Preliminary Design Report as fully and completely as if the same were
fully set forth therein:
RFLP Changes:
1. Title Sheet: Submission Deadline:
a. Replace “October 1, 2020” with “October 24, 2020”
2. Notice Inviting Proposals, Paragraph 3:
a. Replace “October 1, 2020” with “October 24, 2020”
3. Proposal Timeline:
a. Replace the proposal timeline table with the following:
Issuance of Request for Letter Proposals August 28, 2020
Questions/Inquiries Due September 17, 2020
October 1, 2020
Post Answers to Questions/Inquiries *September 24, 2020October 8, 2020
Proposal Package Due *October 1, 2020October 24, 2020
Anticipated Award of Task Order*
October 14, 2020
November 25, 2020 or next scheduled Board Meeting
* These dates are approximate and may change as needs arise by the District.
East Surface Water Treatment Plant RFLP - - Addendum 2 September 25, 2020
Page 1
ADDENDUM NO. 2
FOR REQUEST FOR LETTER PROPOSALS
FOR
W2208 – EAST SURFACE WATER TREATMENT PLANT
Preliminary Design Report
FOR
EAST VALLEY WATER DISTRICT
September 25, 2020
To: Prospective Proposers
The following changes, additions, and/or deletions are hereby made a part of the RFLP for the East
Surface Water Treatment Plant Preliminary Design Report as fully and completely as if the same were
fully set forth therein:
RFLP Changes:
1. Title Sheet: Submission Deadline:
a. Replace “October 24, 2020” with “October 29, 2020”
2. Notice Inviting Proposals, Paragraph 3:
a. Replace “October 24, 2020” with “October 29, 2020”
3. Proposal Timeline:
a. Replace the proposal timeline table with the following:
Issuance of Request for Letter Proposals August 28, 2020
Questions/Inquiries Due September 17, 2020
October 1, 2020
Post Answers to Questions/Inquiries *September 24, 2020October 8, 2020
Proposal Package Due *October 1, 2020October 24, 2020October 29,2020
Anticipated Award of Task Order*October 14, 2020 November 25, 2020 or next scheduled Board Meeting
* These dates are approximate and may change as needs arise by the District.
expectWSC.com
B O AR D AGE N D A S TAF F R E P ORT
Agenda Item #7.
Meeting Date: Decemb er 9, 2020
Dis c ussion Item
To: G o verning Board Memb ers
F rom: G eneral Manager/C EO
Subject: R eview and Ap p ro ve the P o p ular Annual F inanc ial R ep o rt fo r Year Ended June 30, 2020
R E C O MME N D AT IO N:
S taff rec o mmends that the Board of Directo rs (Board ) review and ap p ro ve the attached F Y 2019-20 P opular
Annual F inancial R eport (PAF R ).
B AC KGR O UN D / AN ALYS IS :
Attached is the Eas t Valley Water District PAF R for the fis cal year end ed June 30, 2020.
T he PAF R is des igned to be a summarized, us er friend ly vers ion of the Dis tric t’s C o mp rehensive Annual
F inancial R ep o rt (C AF R ), whic h was aud ited and finalized in Novemb er. Mo s t financial informatio n in the
PAF R is presented in grap hic form, and tec hnic al no te disc lo s ures are o mitted .
In additio n, as with the Budget and C AF R , the G overnment F inanc e O fficers Assoc iatio n (G F O A) produces
guid elines fo r p ro d ucing an effec tive PAF R , and if an agenc y’s PAF R s ub s tantially meets o r exceeds thos e
guid elines , the G F O A p resents the agenc y with an Award for O uts tand ing Ac hievement in P o p ular Annual
F inancial R epo rting. T he Dis trict received the award for its June 2019 PAF R , and that award ap p ears on page 2
in the c urrent year repo rt. T he District will s ubmit the c urrent year PAF R fo r award cons ideratio n.
S taff recommend s that the Board review the June 30, 2020 PAF R doc ument, and approve it for dis tribution to
Dis tric t ratep ayers .
AG E N C Y G O ALS AN D OB J E C T IVE S :
G o al and O bjec tives I I - Maintain a C ommitment to S us tainab ility, Transparenc y, and Ac c o untability
a) P rac tice Trans parent and Ac countab le F is cal Management
R ecommended b y:
Jo hn Mura
G eneral Manager/C EO
R espec tfully sub mitted:
Brian Tomp kins
C hief F inancial O ffic er
R E VIE W B Y O T HE R S :
T his agenda item has b een reviewed b y the F inance and P ublic Affairs Dep artments , the F inance and Human
R esourc es C ommittee, and the C o mmunity Advis o ry C ommiss ion.
F IS C AL IMPAC T
T here is no fis cal impac t as s o c iated with this agend a item.
ATTACH M E N TS:
Description Type
PAFR 20 20 Backup Material
HIGHLAND, CALIFORNIA
FISCAL YEAR ENDED JUNE 30, 2020
FINANCE EDITION
FINANCIAL REPORTPopular Annual
Contents
POPULAR ANNUAL FINANCIAL
REPORTING AWARD
The Government Finance Officers Association of the United States and Canada
(GFOA) has given an Award for Outstanding Achievement in Popular Annual
Financial Reporting to East Valley Water District, California for its Popular
Annual Financial Report (PAFR) for the fiscal year ended June 30, 2019.
In order to receive this award, a government unit must publish a Popular Annual
Financial Report, whose contents conform to program standards of creativity,
presentation, understandability, and reader appeal.
We believe our current PAFR continues to conform to program requirements,
and we are submitting it to GFOA to determine its eligibility for another Award.
We also welcome and encourage feedback from District ratepayers to help
make this publication more useful and/or informative.
2 POPULAR ANNUAL FINANCIAL REPORT
TRANSMITTAL LETTER ............................................3
Core Values ................................................................................3
About the District ......................................................................4
Organizational Structure ........................................................4
District Vision .............................................................................5
District-At-A-Glance .................................................................5
District-Wide Goals & Objectives ........................................6
Capital Improvement Projects .............................................6
Sterling Natural Resource Center ......................................8
Community Involvement .....................................................10
FINANCIAL PERFORMANCE .................................11
Revenue and Expenses ........................................................11
Revenue by Sources .............................................................12
Breakdown of Expenses .....................................................13
Outstanding Long-Term Debt ............................................14
Comparative Net Position ...................................................15
Award for
Presented to
East Valley Water District
For its Annual
June 30, 2019
Executive Director/CEO
Financial Report
for the Fiscal Year Ended
Financial ReportingPopular Annual
Achievement inOutstanding
Text38:California
Government Finance Officers Association
Governing Board of Directors
Chairman of the Board Vice Chairman
DAVID E. SMITH PHILLIP R. GOODRICH
Governing Board Member Governing Board Member
RONALD L. COATS CHRIS CARRILLO
Governing Board Member
JAMES MORALES, JR.
District Management
General Manager/CEO District Clerk
JOHN MURA JUSTINE HENDRICKSEN
Chief Financial Officer Director of Strategic Services
BRIAN TOMPKINS KELLY MALLOY
Director of Engineering & Operations
JEFF NOELTE, PHD, PE
Director of Administrative Services
KERRIE BRYAN
Operations Manager
PATRICK MILROY
Core Values
TRANSMITTALLETTER
To Our Ratepayers and Community,
We are pleased to present East Valley Water District’s (EVWD or District) Popular Annual
Financial Report (PAFR) for the fiscal year ending June 30, 2020. This report summarizes financial
information appearing in the 2020 Comprehensive Annual Financial Report (CAFR) and was created to provide
valuable information related to District finances and the Capital Improvement Projects that support the expansion and
improvement of our community’s distribution system.
The PAFR is unaudited; however, the financial data presented in the PAFR is developed based on the audited CAFR
which is consistent with Generally Accepted Accounting Principles also known as GAAP. This document can also be
reviewed on the District’s website at www.eastvalley.org/PAFR2020.
For more detailed information, the District’s Comprehensive Annual Financial Report is available for interested users
at the District Headquarters, 31111 Greenspot Road, Highland, California 92346. It can also be viewed on the District’s
website, along with other key financial documents, at www.eastvalley.org/CAFR2020. Questions comments and
feedback regarding this report are encouraged, so please do not hesitate to contact Brian Tompkins, Chief Financial
Officer, at finance@eastvalley.org or (909) 381-6463.
On behalf of the District, thank you for the opportunity to serve you.
Respectfully submitted,
John Mura
General Manager/CEO
LEADERSHIP
Motivating a group of people to
act towards achieving a common
goal or destination.
PARTNERSHIP
Developing relationships
between a wide range of
groups and individuals through
collaboration and shared
responsibility.
STEWARDSHIP
Embracing the responsibility
of enhancing and protecting
resources considered worth
caring for and preserving.
Core Values
3EAST VALLEY WATER DISTRICT
santa
a
n
a
r
i
v
e
r
sant
a
a
n
a
r
i
v
e
r
plun
g
e
c
r
e
e
k
plunge creek
eld
e
r
c
r
e
e
k
cit
y
c
r
e
e
k
city
c
r
e
e
k
sa
n
d
c
r
e
e
k
tw
i
n
c
r
e
e
k
tw
i
n
c
r
e
e
k
warm cr
e
e
k
cook creek
mil
l
c
r
e
e
k
210
210
HIGHLAND
SAN BERNARDINO
SEVEN OAKS DAM
About the District
The District was formed through a local election of mostly citrus grove operators, to have water service
provided by a public agency. EVWD is located in the foothills of the San Bernardino Mountains, 65 miles east
of Los Angeles in the County of San Bernardino.
District Service Area
4 POPULAR ANNUAL FINANCIAL REPORT
Organizational
Structure
Presented to the right is an overview
of the East Valley Water District’s
organizational structure. The District
employs 67 full-time positions.
Ratepayers
Governing Board
Engineering
General Manager/
CEO
Chief
Financial Officer
Information
Technology
Customer
ServiceOperations
Water
Maintenance
Meter
Services
Wastewater
Maintenance
Water
Production
Facilities
Maintenance
Water
Treatment
Fleet
Maintenance
Water
Quality
Director of
Engineering &
Operations
General
Administration
Human
Resources
Public Affairs
Legal Counsel
Finance
Conservation
PERSON/POSITION
PROGRAM
FTE: 3
FTE: 1
FTE: 4
FTE: 5
EO: 5
FTE: 5
FTE: 2
FTE: 7
FTE: 2
FTE: 2
FTE: 15
FTE: 6 FTE: 4
FTE: 2 FTE: 2
FTE: 2 FTE: 1
FTE: FULL TIME EMPLOYEES
EO: ELECTED OFFICIALS
Director of
Strategic Services
5EAST VALLEY WATER DISTRICT
&Enhance Preserve
THE QUALITY OF LIFE
FOR OUR CommunityTHROUGH INNOVATIVE LEADERSHIP
&World ClassPUBLIC SERVICE
District Vision
District At-A-Glance
EVWD provides water and wastewater services to residents within its 30.1 square mile area. This includes
over 103,000 people within the cities of Highland and San Bernardino, portions of the unincorporated County of
San Bernardino, the San Manuel Band of Mission Indians, and Patton State Hospital.
16,600,000
Average Gallons of Water Produced Daily28,977,000
Maximum Gallons of Potable Water Stored
6,000,000
Gallons of Sewage Conveyed Daily
The District serves a population
of over 103,000 FireHydrantsFlushed
625
ValvesExercised
1,500
30.1
Service Area
246
Leaks Repaired
ActiveGroundWater Wells
15 Manual &
10,000
AMI AutomaticMeters ReadMonthly
13,000
Samples Collected
3,700
Miles ofSewer Monitored
74 Miles ofSewer Cleaned177Miles of Sewer Main
214
Miles of Water Main
300
Established 1954
sq. mi.
6 POPULAR ANNUAL FINANCIAL REPORT
1 Optimize Infrastructure
Systems 2Financial Stability with Full
Understanding of Operational
Complexities
3 Protect Organizational
Investments 4 Maximize the District’s
Position 5Have Others See the District
as a Premier Agency
DISTRICT-WIDE GOALS & OBJECTIVES
District-Wide Goals & Objectives
As part of the annual budget process, District-wide goals are established by the Governing Board in order to identify
priority programs and projects. More specific program goals were established for each program consistent with
District-wide goals.
Capital Improvement Projects
The District achieved a number of different accomplishments during Fiscal Year (FY) 2019-20. As a results-oriented
organization, each program has clearly defined goals and objectives. During this period, there were four priority projects
that contributed to supporting not only the District-wide goals, but also the District-wide Vision. These projects are
included in the Five-Year Capital Improvement Program.
Each year as part of the budget process, the District’s Program Managers and Supervisors compile and submit a list of
capital outlay requests for consideration. Staff reviews and prioritizes the list of equipment based on a needs assessment
and the amount of funding available. Proposed Capital Improvement Projects for the budgeted fiscal year were submitted
by the Engineering, Operations and Maintenance Programs in accordance with the anticipated needs of the District as
outlined in the 2019 Wastewater Master Plan and 2014 Water Master Plan.
Plant 108 Tank Mixer Addition Plant 134 Security Fence Upgrade Water Main Replacements
Plant 134 Surface Water Treatment
Plant Membrane Replacement
Plant 39A Rehabilitation
No.1 No.2 No.3
No.4 No.5
7EAST VALLEY WATER DISTRICT
Plant 108 Tank Mixer Addition
Installed tank mixers in the reservoir at Plant 108 to keep the water
circulating and reduce the potential for TTHMs.
DATE COMPLETED: May 2020 PROJECT COST: $28,394
PROJECT BENEFITS: Prevent taste and odor concerns within the District’s
water supply.
Plant 134 Security Fence Upgrade
Removed existing 2,050 feet of 6-foot-tall chain-linked fence and replaced
it with 8-foot-tall wrought iron.
DATE COMPLETED: December 2019 PROJECT COST: $210,885
PROJECT BENEFITS: This perimeter fence addressed site security
enhancements identified in the vulnerability assessment.
Water Main Replacements
Replaced approximately 2,530 feet of water main with limited access on
Barton Street, and several cul-de-sacs that were served by under-sized
polyvinyl chloride or PVC pipe.
DATE COMPLETED: June 2020 PROJECT COST: $216,343
PROJECT BENEFITS: Reduced the potential for future water leaks in
Barton Street caused by old water mains and virtually eliminated the need
for staff time to repair them; and enhanced fire protection and water quality
for 34 customer connections living on five different cul-de-sacs.
Plant 134 Surface Water TreatmentPlant Membrane Replacement
The Plant 134 Surface Water Treatment Plant has five treatment units or
"trains" that consist of 180 membrane filters per train. The manufacturer
of the filters recommends replacing the filter every five to seven years. In
Fiscal Year 2019-20 staff replaced one full train.
DATE COMPLETED: January 2020 PROJECT COST: $248,146
PROJECT BENEFITS: Reduced staff time since new membranes
decreased the repair work required compared to aging membranes.
Plant 39A Rehabilitation
Rehabilitated Plant 39A and replaced or rehabilitated booster motors, well
and booster pumps, and the well motor.
DATE COMPLETED: June 2020 PROJECT COST: $389,591
PROJECT BENEFITS: Reduced water leaks and spillage from the
equipment and increased the plant's efficiency resulting in electrical
savings.
No.1
No.2
No.3
No.4
No.5
8 POPULAR ANNUAL FINANCIAL REPORT
MAKING EVERY SOURCE A RESOURCE
Capable of recycling up to 8 million gallons of water per day, the Sterling Natural Resource Center (SNRC) will create a
sustainable new water supply for our region and enhance the quality of life for residents by providing new opportunities
in the form of education and training, community space, and neighborhood improvements.
The SNRC is being constructed on a 16-acre parcel of land located at North Del Rosa Drive between East 5th Street and
East 6th Street, and strives to create a sustainable future by maximizing the use of resources.
Benefits to the Community
Picnic area, demonstration garden, walking paths,
workshop space, and special events area.
Water treated at the SNRC will recharge the local
Bunker Hill Groundwater Basin.
Hands-on training and career experiences in wastewater
treatment available to students and residents.
Improvements to the surrounding area include street
paving, water lines, sidewalks, and more.
3 Yearsto construct
Building a Community Partner
While under construction, the SNRC is investing in
future generations.
Striving to inspire and prepare future water
professionals, the SNRC has partnered with the
San Bernardino City Unified School District and
San Bernardino Valley College to develop a Water
and Resource Management Pathway Program.
The program offers local high school students with
training and certifications in wastewater treatment at
no cost. Now in its second school year, there are 17
students virtually participating in the program.
The Sterling Natural Resouce Center
is changing every day!
Time-lapse construction videos for both
east and west portions of the project can
be viewed online at eastvalley.org/snrc.
Watch Now
*Funding for this Sterling Natural Resource Center project has been provided in full or in part by the Proposition 1 - the Water Quality, Supply, and Infrastructure Improvement Act of 2014 and the Clean Water
State Revolving Fund through an agreement with the State Water Resources Control Board. California’s Clean Water State Revolving Fund is capitalized through a variety of funding sources, including grants
from the United States Environmental Protection Agency and state bond proceeds.
The Urban Greening Program is part of California Climate Investments, a statewide program that puts billions of cap-and-trade dollars to work reducing greenhouse gas emissions, strengthening the economy
and improving public health and the environment—particularly in disadvantaged communities. The cap-and-trade program also creates a financial incentive for industries to invest in clean technologies and
develop innovative ways to reduce pollution. California Climate Investment projects include affordable housing, renewable energy, public transportation, zero-emission vehicles, environmental restoration, more
sustainable agriculture, recycling and much more. At least 35 percent of these investments are made in disadvantaged and low-income communities. For more information, visit California Climate Investments.
GOVERNOR GAVIN NEWSOM Cap and TradeDollars at Work
The SNRC is Funded in Part By:
3 Years
9EAST VALLEY WATER DISTRICT
Maximizing Resources
State-of-the-art co-digestion technology
will give food waste a new purpose.
Material remaining after the treatment of
wastewater will be combined with food
waste to create renewable electricity.
Renewable electricity will offset
the SNRC’s operating costs.
Extra energy created will be
transferred onto the electricity grid.
Being Good Neighbors
As part of the SNRC’s commitment to being a good
neighbor, the project’s design includes extensive state-
of-the-art vessel systems to help prevent unwanted
odors. These systems will “scrub” the air so that there is
no noticeable odor coming from the facility.
Additionally, through the use of Membrane BioReactors,
which is a process that combines filtration with biological
treatment to dramatically reduce the amount of space
needed to operate the facility. Therefore, allowing for the
reclamation process to be completely self-contained.
Water produced by the SNRC will be cleaned
and disinfected through multiple processes.
Recycled water is clear and has no smell.
Southern California Edison’s Self
Generation Incentive Program rewards
new construction that offsets energy
demands, resulting in approximately
$3 million in construction incentives.
If constructed at one time, most of the
SNRC will be eligible for an exclusion
from sales tax, when applicable, resulting
in $3.5 million in sales tax exclusions.
Project Saving Opportunities
Striving to being stewards of rate payer dollars, the
District continues to identify programs that offer
incentives for projects like the SNRC.
10 POPULAR ANNUAL FINANCIAL REPORT
Serving the Community
The unexpected COVID-19 pandemic impacted the lives of communities around the world and residents served by
East Valley Water District in ways that could not have been predicted. Witnessing the amount of uncertainty and need
for assistance during this critical time, the District partnered up with local organizations to lend a helping hand. Never
wavering on its commitment to public service, District staff continued working throughout the pandemic to maintain
services to the community.
Sharing Important Resources
During the COVID-19 outbreak, the need for previously
underutilized resources became greater. Residents were
faced with the challenge of researching resources available
in their city while also dealing with concerns for their health
and safety. Aiming to alleviate some of the stress, the District
partnered with a local grocery store to provide residents with
contact information to free mental support services, food
distribution events, testing sites, infection prevention tips,
and other community services.
Supporting Local Non-Profits
Together we can do more. Striving to make an impact on
the lives of residents, East Valley Water District is proud
to support local non-profit organization with fulfilling their
mission of serving the community through its Surplus
Vehicle Donation Program. This program provides fully
functional vehicles to organizations that provide valuable
services to the community. This fiscal year, the District
donated a vehicle to Santa Claus Inc.
Para Más Información Visite eastvalley.org/covid19resources
Guí d Recurso Comunitario
E Agu de Gif e Segur Par Bebe
COMIDAS PARAS
PERSONAS MAYORES
El Centro Para Personas Mayores de Highland, en asociación con la Banda de Indios Misioneros de San Manuel, están proporcionando almuerzos calientes gratuitos
a los mayores. Lunes a viernes de 11:30 AM a 12:30 PM. Pase por la linea de carros localizado en 3102 de Highland Ave., Highland.
RESULTADOS DE
LAS PRUEBAS
El Departamento de Salud Pública del
Condado de San Bernardino tiene una
pagina de web que registra el numero de
casos de COVID-19 en nuestro condado.
Visite la pagina en:
http://wp.sbcounty.gov/dph/coronavirus
WWW
NÚMEROS
IMPORTANTES
Línea de información pública del Condado
de San Bernardino: (909) 387-3911
Distrito Escolar Unificado de la Ciudad de
San Bernardino: (909) 888-5437
Centro Para Personas Mayores de Highland:
(909) 862-8104
SERVICIOS
DE ASISTENCIA
Si usted o alguien que conoce se siente solo o
necesita apoyo, llame o envíe un mensaje de texto
para comunicarse con personal especializada del
Departamento de Salud. Es gratis y confidencial.
Llame al (909) 458-1517 o envíe un mensaje de
texto al (909) 420-0560
NO NECESITA COMPRAR AGUA EMBOTELLADA
East Valley Water District utiliza tecnología moderna y un método de
ultrafiltración de tratamiento que tratar hasta 8 millones de galones de
agua por día. No hay necesidad de almacenar agua embotellada. Usted
tiene un suministro de agua segura en casa.
JUNTOS
PODEMOS
PREVENIR
LA INFECCION
Evite Tocarse Su Cara
Mantenga Su Distancia de Al Menos 6 pies
Cubra Su Tos y Estornudos
Lávese SusManos Con Frecuencia
Opcione d Pag d Factura Gatuita
7 ELEVENSolo Efectivo, Recuerde Traer Su Factura
(909) 889-9501VISA, Mastercard,Amex o E-Check
TELÉFONO31111 Greenspot RoadCash, VISA,Mastercard o Amex
KIOSCO DE PAGO
eastvalley.orgVISA, Mastercardo Amex
POR POR LÍNEA
Senior Meal Events
With residents asked to shelter in place, organizations
like the Highland Senior Center were temporarily closed,
leaving older adult residents in need of nutrition services.
As a result, East Valley Water District and the San Manuel
Band of Mission Indians partnered with the Center to
provide free hot lunches through various drive-thru
events. Over 100 meals where distributed each day from
March 30 to April 11, 2020. The District also participated in
contact-less grocery delivery to a local senior living facility
in partnership with the City of Highland.
For More Information
V
i
s
i
t
e
a
s
t
v
a
l
l
e
y
.
o
r
g
/
c
o
v
i
d
1
9
r
e
s
o
u
r
c
e
s
Communit Resource G
u
i
d
Ta Wate i Saf t Din
CURBSIDE MEALS
FOR SENIORS
Highland Senior Cente
r
,
i
n
p
a
r
t
n
e
r
s
h
i
p
w
i
t
h
San Manuel Band of Mi
s
s
i
o
n
I
n
d
i
a
n
s
,
a
r
e
providing FREE hot lunc
h
t
o
s
e
n
i
o
r
s
o
n
fi
r
s
t
come, first serve basis.
M
o
n
d
a
y
-
F
r
i
d
a
y
from 11:30 AM - 12:30 P
M
.
L
o
c
a
t
e
d
a
t
3
1
0
2
Highland Ave., Highlan
d
.
TRACK COVID19
TESTING
The San Bernardino C
o
u
n
t
y
Department of Public H
e
a
l
t
h
n
o
w
h
a
s
a
dashboard to track CO
V
I
D
-
1
9
c
a
s
e
s
i
n
our county. Access the
d
a
s
h
b
o
a
r
d
a
t
:
http://wp.sbcounty.gov
/
d
p
h
/
c
o
r
o
n
a
v
i
r
u
s
WWW
IMPORTANT
NUMBERS
San Bernardino County
P
u
b
l
i
c
Information Line: (909) 387-3911San Bernardino City U
n
i
fi
e
d
S
c
h
o
o
l
District: (909) 888-5437
Highland Senior Center
:
(909) 862-8104
SUPPORT
SERVICES
If you or anyone you kn
o
w
i
s
f
e
e
l
i
n
g
lonely or needs suppo
r
t
c
a
l
l
o
r
t
e
x
t
t
o
connect with specially t
r
a
i
n
e
d
s
t
a
through the Departmen
t
o
f
B
e
h
a
v
i
o
r
a
l
Health. It’s free & confid
e
n
t
i
a
l
.
Call (909) 458-1517 or Text
(
9
0
9
)
4
2
0
-
0
5
6
0
NO NEED FOR BO
T
T
L
E
D
W
A
T
E
R
East Valley Water Distri
c
t
u
s
e
s
t
a
t
e
-
o
f
-
t
h
e
-
a
r
t
t
e
c
h
n
o
l
o
g
y
a
n
d
a
n
ultra-filtration treatment
m
e
t
h
o
d
t
o
t
r
e
a
t
u
p
t
o
8
m
i
l
l
i
o
n
g
a
l
l
o
n
s
o
f
w
a
t
e
r
per day. With this muc
h
w
a
t
e
r
b
e
i
n
g
t
r
e
a
t
e
d
p
e
r
d
a
y
,
t
h
e
r
e
’
s
n
o
n
e
e
d
t
o
stockpile bottled water.
Y
o
u
h
a
v
e
a
s
a
f
e
w
a
t
e
r
s
u
p
p
l
y
a
t
h
o
m
e
.
LET’S WORK
TOGETHER
TO SLOW
THE SPREAD
AvoidTouchingYour Face
Keep aDistanceof at Least6 Feet
Cover aCoughor Sneeze
Wash Your
Hands Often
Fe Bil Paymen Option
Cash Only,Rememberto Bring Your Bill
7 ELEVEN(909) 889-9501VISA, Mastercard,Amex or E-Check
PHONE31111 Greenspot RoadCash, VISA,Mastercard or Amex
KIOSKeastvalley.orgVISA, Mastercardor Amex
ONLINE
11EAST VALLEY WATER DISTRICT
FINANCIALPERFORMANCE
Revenue and Expenses
Providing safe drinking water to over 103,000 customers every day is the District’s
top priority and also one of its most significant expenses. The graphs below represent the
District’s combined revenue and expenses for FY 2019-20. For comparison purposes, FY 2017-18 and
FY 2018-19 revenue and expenses have also been included.
Please refer to the District’s CAFR for a comprehensive breakdown of expenses, which includes the
availability of additional details.
How is Revenue Managed?
The District utilizes revenue to fund daily operations, scheduled capital improvements and replacements, and principal
and interest for debt financed construction projects. Remaining revenue is invested back into capital improvement
projects to help maintain and improve the District’s system health so that EVWD may continue taking steps to support
the Vision Statement of providing world class public service.
Revenue also provides funding for conservation and rebate programs, which empowers customers to be efficient water
users and encourages water savings indoors and out. Excess net revenue after covering expenses and payments is
added to reserves, for capital replacements and unforeseen emergency expenses.
-GrantsNon-OperatingOperating
FY 2019-20
$50.42MILLION
FY 2018-19 FY 2017-18
$41.50MILLION $41.29MILLION
$37.92MILLION$37.58MILLION
$37.83MILLION
Revnue Expense
Contributions -Non-OperatingOperating Special Items
FY 2019-20 FY 2018-19 FY 2017-18
Fiscal Year 2019-20 Rae Revnue
42%WATER SALES
23%METER CHARGES
12%WASTEWATERCOLLECTION
21%WASTEWATERTREATMENT
2% OTHER CHARGES
12 POPULAR ANNUAL FINANCIAL REPORT
Revenue by Sources
The District uses revenue to fund day-to-day operations.
East Valley Water District receives 97 percent of its revenue from user rates and fees; the District receives no increment
from property or sales taxes. Rates and fees are reviewed on 3 to 5 year cycles and are adjusted as necessary to
meet the costs of providing services to ratepayers.
26.9 25.5 26.6 25.4 25.9
13.4 13.8 13.2 13.6 13.8
10
15
20
25
30
FY 17-18
Actual
FY 18-19
Actual
FY 19-20
Actual
FY 20-21
Projected
FY 21-22
Projected
Water Operating Revenue Wastewater Operating Revenue
Revnue Hisry & Frecas (in milins)
Note: The District’s
water sales and meter
charge revenue is
expected to decrease
through FY 2020-21.
Due to rate increases,
residents tend to reduce
their water usage.
Additional information
regarding the approved
rates can be found at
eastvalley.org/rates.
Meter charges are fixed monthly charges
assessed to customers based on the size
of the service connection to their property.
Wastewater collection charges
are 1) fixed monthly charges for
single family residences, and
2) a combination of fixed and
volumetric charges for commercial
and multi-family customers.
Wastewater treatment rates are
established by, and revenue remitted
to, the City of San Bernardino Municipal
Water Department, which is currently
contracted to treat all wastewater
generated by District customers.
Other charges are assessed
according to an adopted fee
schedule, but are only charged to
users who request, or require, use
of District resources beyond the
scope of delivering normal water
and wastewater services.
Water sales are based on
the volume of water used
by a customer during the
monthly billing period.
13EAST VALLEY WATER DISTRICT
Breakdown of Expenses
Expenses are the cost of providing water to meet customer demand and collecting and treating wastewater
from customer residences or places of business. East Valley Water District strives to provide safe and
reliable water delivery services. Despite the severity of the recent drought, the District has put forth significant effort
to overcome the challenges of maintaining a fiscally sustainable and operationally dependable organization.
Operating expenses are identified and accounted for at the department level.
Source of Supply - Expenses related to the extraction of groundwater,
and for procuring water from the Santa Ana River or State Water Project
when supply is available.
Pumping - Expenses related to moving water throughout the District’s
water distribution system.
Water Treatment - Expenses related to the treatment of water.
Transmission and Distribution - Expenses for transmitting water to
treatment plants and storage reservoirs for distribution to commercial
and residential customers.
Customer Accounts - Expenses related to the service of customer
accounts including, postage, telephone, printing and publishing, and
billing services.
Wastewater Treatment - Expenses related to the contracted service
currently provided by the City of San Bernardino Municipal Water
Department.
Wastewater Collection - Expenses for the operation and maintenance
of the District’s system of wastewater collection pipelines.
Administrative and General - Expenses related to the administration
of District operations. For example, employee compensation, benefits,
conservation rebates, office supplies, banking services, materials and
supplies, utilities, fuel, permits, insurance claims, legal services, and
printing and publishing.
Depreciation - Expenses related to the use of capital assets over time.
Other Expenses - Expenses not related to the District’s current cost of
utility service delivery.
Explanation of Expenses
Expense
4Non-Operating
68Utility Operations
28General Admin This graph identifies how every dollar spent
is allocated to cover expenses (in cents).
14 POPULAR ANNUAL FINANCIAL REPORT
Outstanding Long-Term Debt
Much like how a mortgage is financed to spread costs over 30 years, East Valley Water District has incurred debt to fund
large capital projects. The District has adopted a Debt Management Policy to clearly state that long-term borrowing is
only to be used for Capital Improvement Projects that cannot be funded from current revenues.
Similar to an individual’s credit score, public agencies have a bond rating used by investors to determine risk. The
District has a bond rating of AA- by both the Fitch and the Standard and Poor’s rating services. This is considered a high
quality investment grade.
East Valley Water District’s long-term debt consists of bonds, loans and installment purchases.
Explanin f Deb (in milins)
$63.4STERLING NATURALRESOURCE CENTER
1.7% US BANK LOAN
$21.62010 BONDS
$12.12013 BONDS
$2.6 SBVMWD LOAN
$6.2 STATE DEPT. OF WATER RESOURCE
US Bank Loan - Issued
for the purchase and
installation of energy
conservation equipment
at several of the District’s
water production facilities.
Sterling Natural Resource
Center Loan - Funded the
design and construction of
the District’s water recycling
facility that will capture and treat
District wastewater flows. Recycled
water will be recharged to the
Bunker Hill Groundwater basin.
2010 Bonds - Issued to refinance all
previous outstanding long-term debt
and to provide $16 million for water
quality improvement projects.
2013 Bonds - Financed the
construction of the District’s
new administration and
operations headquarters
designed to serve as a
resource for the community.
State Department of Water Resources Loans -
Funded the improvement and expansion of the
District’s surface water treatment plant.
SBVMWD Loans - Agreement
with the San Bernardino Valley
Municipal Water District for
the construction, financing,
and maintenance of a City
Creek Turnout and Plant 134
Hydroelectric Station. The station
provides the District with direct
access to State Project Water,
to be used for the surface water
treatment plant.
15EAST VALLEY WATER DISTRICT
Two-Year Comparative Net Position (In Millions)
As an infrastructure based organization, the District directs significant resources in capital investments to maintain
and improve its water and wastewater system. Comparative net position offers perspective of the District’s assets,
liabilities, and equity. The information presented below applies to fiscal years ended June 30, 2020 and 2019.
Current Assets - Cash and cash equivalents, customer utility
receivables, inventory, prepaid expenses, and other liquid
assets that can be readily converted to cash.
Restricted Assets - Cash equivalents, grants and bonds
restricted for a specific purpose and therefore not readily
available to use.
Other Assets - Special Assessments receivable from certain
property owners for system improvements that benefit only
their properties.
Capital Assets - Any land, building, equipment, vehicles,
inventory, treatment plants, pipeline, and water distribution
systems owned by the District.
Deferred Outflow of Resources - Use of net assets attributed
to future reporting periods, such as prepaid items and
deferred charges.
Explanation of Assets
Current Liabilities - Present financial obligations including,
payments to vendors, payroll, and employee benefits.
Non-Current Liabilities - Long-term financial obligations
including payments for loans, bonds, and employee
retirement benefits.
Deferred Inflow of Resources - Receipt of net assets
attributed to future reporting periods, such as deferred
revenue and advance collections.
Equity (Net Position) - Represents the excess of assets
over liabilities.
Explanation of Liabilities and
Equity (Net Position)
Ne Psin 2020
$276.1 MILLION TOTAL ASSETS
Ne Psin 2019
$220.4 MILLION TOTAL ASSETS
$39.5 $10.2
$0.3
$4.1
$222.0Current Assets
Restricted Assets
Other Assets
Capital Assets
Deferred Outflows of Resources
Current Liabilities
Non-Current Liabilities
Net Position
Deferred Inflows
$276.1 MILLION LIABILITIES & EQUITY $220.4 MILLION LIABILITIES & EQUITY$18.5
$121.0
$0.7
$3.6
$135.9
$38.6
$169.7
$0.3
$8.2
$11.5
$123.2
$85.0
$0.7
Safe Reliable Water & Wastewater Service Provider
East Valley Water District was formed in 1954 and provides
water and wastewater services to over 103,000 residents
within the cities of Highland and San Bernardino, and
portions of San Bernardino County. EVWD operates
under the direction of a 5-member elected Board.
Office Hours
Monday – Thursday 8:00am – 5:00pm
2nd and 4th Tuesday 9:00am – 5:00pm
Friday 7:30am – 4:30pm
Customer Service & After-Hours
Emergency Service
(909) 889-9501
District Headquarters
31111 Greenspot Road
Highland, California 92346
(909) 889-9501 www.eastvalley.org
District Board Meetings
Second and Fourth Wednesday of Each Month
To attend online or telephonically or through the Microsoft
Teams App, visit www.eastvalley.org/AgendaCenter for
details and login information.
B O AR D AGE N D A S TAF F R E P ORT
Agenda Item #8.
Meeting Date: Decemb er 9, 2020
Dis c ussion Item
To: G o verning Board Memb ers
F rom: G eneral Manager/C EO
Subject: C ons id er Approval o f Ad minis trative P o lic ies and P rograms
R E C O MME N D AT IO N:
S taff rec o mmends review and ap p ro val o f the fo llowing new and /or revised Ad minis trative P o licies and
P rograms:
1. S ectio n 139 Emergenc y Benefit P rogram
2. C omp ensatio n P rogram
3. S enior and Executive Management C ellular Telepho ne P o lic y
B AC KGR O UN D / AN ALYS IS :
Eas t Valley Water Distric t rec o gnizes the financ ial hards hip some may exp erienc e d ue to the C O VI D-19
p andemic . S taff c o nducted res earch on S ec tion 139 of the Internal R evenue C ode (C o de) and und ers tood that
the Dis tric t c o uld imp lement p ro vis io ns of the C ode with tax-free qualified d is as ter relief payments to Dis tric t
s taff and the Board of Directo rs who have s uffered financial lo s s es d ue to the p andemic .
S taff is rec ommending review and approval of the S ectio n 139 Emergenc y Benefit P rogram. If ap p ro ved , the
Dis tric t will p rovid e d is as ter relief payments in the fo rm o f tax exclus io ns for unexpec ted pers onal, family, living,
and additio nal exp ens es incurred d ue to the dis as ter. T hose wis hing to partic ipate will c o mp lete the polic y’s
acc o mp anied S ec tio n 139 Emergenc y Benefit P ro gram Employee S tatement form no tating an itemized list of
costs inc urred fro m the date of the d is as ter dec laration until the dis as ter ends .
Detailed exp lanatio n and training on this p ro gram will be provid ed to s taff and the Board of Directo rs .
S taff is als o reques ting review and approval o f the fo llo wing polic y/program revisions that were d is c ussed d uring
the rec ent nego tiatio ns and staff d is cus s io n proc es s es :
1. C omp ensatio n P ro gram – T he p urpo s e of this p rogram is to attract, retain, mo tivate, and reward the
b est possible wo rk fo rce in an equitable manner. T he fo llo wing revis io ns have b een made to this p ro gram:
T he c o mp ens ation p hilos o p hy was previo us ly 5% b elo w market med ian. A 5% C O L A was given
effec tive S eptember 26, 2020, and the c o mpens ation philo s o phy was approved to move fo rward at
market median.
Date examples were up d ated to make more c urrent.
R ecommended b y:
Jo hn Mura
G eneral Manager/C EO
R espec tfully sub mitted:
Kerrie Bryan
Direc tor o f Adminis trative S ervic es
Date examples were up d ated to make more c urrent.
T he P ay fo r P erformanc e P ro gram was updated to inc lude a prorated incentive fo r retiring
employees.
2. S enio r and Exec utive Management C ellular Telep hone P olic y – T he p urpose o f this po licy is to ens ure
that all S enior and Exec utive Management s taff are ac cessible at all times by p ro viding a Dis tric t-owned
p ho ne o r a c ell pho ne allo wanc e. T he fo llo wing revis io n has been made to this p ro gram:
Inc reas e in the monthly pho ne allowanc e.
Inc reas e in the bi-annual p hone rep lacement reimburs ement.
AG E N C Y G O ALS AN D OB J E C T IVE S :
G o al and O bjec tives I I - Maintain a C ommitment to S us tainab ility, Transparenc y, and Ac c o untability
a) P rac tice Trans parent and Ac countab le F is cal Management
G o al and O bjec tives I I I - Deliver P ublic S ervic e with P urpose W hile Emb rac ing C ontinuo us G rowth
c) P ro mote a P o s itive O rganizational C ulture
R E VIE W B Y O T HE R S :
T his agenda item has been reviewed by the Ad minis tratio n Department and the Dis tric t’s auditing and tax
c o nsultant.
F IS C AL IMPAC T
T here is no fis cal impac t as s o c iated with this agend a item.
ATTACH M E N TS:
Description Type
Sectio n 139 Emerge ncy Benefit P rogram Backup Material
2.3 Co mpensation P olicy update Backup Material
4.1 Cellphone P olicy Update Backup Material
4.1.1 Ce llphone P re-Approval Form Backup Material
EAST VALLEY WATER DISTRICT
Administrative Policies & Programs
Policy Title: East Valley Water District Section 139 Emergency
Benefit Program (Section 139 EBP)
Original Approval Date:
Last Revised:
Policy No: Page
1 of 3
Purpose
East Valley Water District recognizes the financial hardship employees may
experience due to the unprecedented COVID-19 pandemic. Due to quarantine or stay
at home and work from home orders, many employees are incurring unexpected
expenses as they navigate through the pandemic. The purpose of this policy is to
make tax-free ”qualified disaster relief payments” under Section 139 of the Internal
Revenue Code (Code) for employees who have suffered financial losses due to the
COVID-19 pandemic and any future qualified disaster events.
Policy
It is the policy of the District to implement provisions of the Code from the date a
qualified disaster is declared until the end of the disaster has been declared in the
case of the COVID-19 pandemic. President Trump declared a nationwide disaster
on March 13, 2020; therefore, the qualified disaster relief payments will be effective
for eligible employees from March 13, 2020 until the end of the pandemic has been
declared. A list of qualified disasters are registered with the Federal Emergency
Management Agency (FEMA), for the current listing visit
https://www.fema.gov/disasters/disaster-declarations.
Eligibility
The District’s Board of Directors, management staff and all full-time and part-time
employees who were active during the qualified disaster event and have incurred
expenses due to the disaster, may participate in the program.
Procedure
The District will provide qualified disaster relief payments in the form of tax exclusions
for unexpected personal, family, living, and funeral expenses incurred due to the
disaster.
Eligible employees wishing to participate must complete the Section 139 Emergency
Benefit Program Employee Statement form notating an itemized list of costs incurred
or estimated for essential supplies and services due to the disaster from the date of
disaster declaration until December 31st or until the disaster ends, whichever comes
first. The form will be reviewed for approval by the Director of Administrative Services
and Business Services Manager. Approved statement information will be applied to
EAST VALLEY WATER DISTRICT
Administrative Policies & Programs
Policy Title: East Valley Water District Section 139 Emergency
Benefit Program (Section 139 EBP)
Original Approval Date:
Last Revised:
Policy No: Page
2 of 3
the employee’s payroll record to calculate the tax exclusions. Participating employees
will receive the 139 Benefit and Pre-tax deduction on a biweekly basis until the end of
the disaster. The payroll system will reduce taxable income which will immediately
provide tax free payments to the employee from the District.
Eligible Essential Supplies & Services
Essential supplies and services are considered reasonable and necessary personal,
family, living, or funeral expenses incurred as a result of a qualified disaster. Below
are examples of essential supplies and services, but is not limited to:
• Over-the-counter medications, hand sanitizer and home disinfectant supplies
• Childcare or tutoring due to school closings
• Work-from-home expenses such as setting up a home office, increased utilities
expenses and higher Internet costs
• Increased commuting costs, such as taking a taxi instead of using public mass
transit
• Unreimbursed health-related expenses
• Other essential supply or services identified by the employee
Qualified Wages Not Excluded
Although qualified disasters activate section 139 of the Code, qualified wages (i.e. sick and
vacation leave or insurance paid wage recovery) are not excludible qualified disaster relief
payments, because qualified wages are what an individual would otherwise earn as
compensation, rather than payments to offset any particular expenses that an individual
would incur due to qualified disaster.
Program Benefit Limit
The benefit is limited to actual or estimated essential supplies and services incurred by the
employee during the disaster event. The benefit will not cover Flexible Spending Account
(FSA plan) covered items, dependent or health, due to the tax favorable treatment provided
by the FSA plan.
Record Keeping Responsibility
East Valley Water District will require employees to disclose an itemized listing of reasonable
essential supplies and services incurred or estimated during the qualified disaster. The
statement will become a record of the employee’s personnel file.
EAST VALLEY WATER DISTRICT
Administrative Policies & Programs
Policy Title: East Valley Water District Section 139 Emergency
Benefit Program (Section 139 EBP)
Original Approval Date:
Last Revised:
Policy No: Page
3 of 3
Taxpayer (participating employee) is required to provide a statement of essential supplies
and services incurred during the qualified disaster until the date it is declared ended or
December 31st of the effected tax year, whichever is later. Qualified disasters overlapping
tax years, will require the employee to re-certify their participation in the program.
Employee:
Amount
Total Essential Supplies & Services $
Bi-weekly Amount $ ____________
Signature:
Date:Nathaniel Paredes
Date:Kerrie Bryan, Director of Administrative Services
Date:Nate Paredes, Business Services Manager
Agreement
Benefit Authorization
I, ________________________, agree to assume any and all obligations imposed now or hereafter by
any applicable tax law, and I will notify the District of changes to the Benefit Amount. I understand
the Benefit Program will be terminated when the qualified disaster ends or at a date determined by
District, whichever is sooner.
Essential Supplies & Services
In accordance with Section 139 Emergency Benefit Program, below is an itemized list of essential
supplies and service costs incurred during the tax year for a qualified emergency.
Description
SECTION 139 EMERGENCY BENEFIT PROGRAM
EMPLOYEE STATEMENT
EAST VALLEY WATER DISTRICT
Administrative Policies & Programs
Policy Title: Compensation Program
Original Approval Date:
July 8, 2015
Last Revised:
December 9, 2020
Policy No: 2.3 Page
1 of 5
Purpose
The East Valley Water District Compensation Program is designed to attract, retain, motivate,
and reward the best possible work force in an equitable manner. To accomplish this, the
District has established the following plan, provisions, and standards for employee
compensation.
Program
The Compensation Program is designed to fairly compensate each employee at a salary that
is determined by individual performance, funding, the competitive job market, job
responsibilities, and the required level of expertise. The compensation program includes
base salary, a Pay for Performance incentive component, and a competitive benefit program.
Salary Ranges
Salary ranges will exist for all classifications. Each range shall have five (5) steps, two and a
half percent (2.5%) between steps. The salary ranges shall be established based on the
competitive market median.
In order to maintain a competitive position within the labor market, the District shall consider
adjustments to salary ranges. Adjustments to the ranges shall be based upon marketplace
data and budget considerations.
Adjustments to individual salaries based on range movement are not automatic. An employee
must “meet expectations” in order to receive a step increase. If an employee “does not meet
expectations” on the Performance Evaluation then a step increase may not be granted.
Employee Increases
A designated supervisor shall be responsible for 1) the annual review of each employee’s
performance; and 2) recommendations for employee salary increases. Increase
recommendations shall be within the District’s annual salary budget guidelines and based on
the individual employee’s performance.
EAST VALLEY WATER DISTRICT
Administrative Policies & Programs
Policy Title: Compensation Program
Original Approval Date:
July 8, 2015
Last Revised:
December 9, 2020
Policy No: 2.3 Page
2 of 5
Guidelines for recommending increases:
Range Minimum is the portion of the range where a new or less experienced
employee would be placed. Progress through the range would occur as an employee
moves towards the fully competent level (maximum of the range). There may be
circumstances, such as hiring a highly experienced individual, which would warrant
salary placement near or at the range maximum. Exceptions must be approved by
the General Manager/CEO.
The Range Maximum is the position of the salary range where an employee may
normally expect to progress. Most employees will achieve and maintain a salary at
this point of the range (fully competent). The achievement of full competency is
determined by the ability to meet standards in the District’s core competencies and
achievement of individually determined goals for the review period.
Annual Increase Guidelines:
Adjustments to an employee’s salary will be made based on the results of the Performance
Evaluation. Salary adjustments shall be based on achievement of core competencies and goals
and objectives.
If an employee is evaluated as “meets expectations” or better and is not yet at the top of
the range, the employee will be granted a step advancement within 30 days of the annual
performance review cycle.
Timing of Increases
Salary increases will be considered on an annual basis, in conjunction with the District’s fiscal
year performance review cycle in July of each year.
Start Salary
Human Resources, in collaboration with the hiring manager, will determine the start rate of
pay within the established range for a newly hired employee.
New Hires
• An employee shall be eligible for advancement in step at the satisfactory
completion of his/her twelve (12) month probationary period as indicated on the
Performance Evaluation. Advancement in step may be denied in the event of an
extension of probation or an imposition of discipline.
EAST VALLEY WATER DISTRICT
Administrative Policies & Programs
Policy Title: Compensation Program
Original Approval Date:
July 8, 2015
Last Revised:
December 9, 2020
Policy No: 2.3 Page
3 of 5
• Individuals passing probation during the first nine (9) months of the annual rating
period (July 1 – March 31) will be eligible to participate in the current District-wide
annual performance review cycle (example below).
o Employees hired from July 1st through March 31st
Month of hire: January 2020
1st step increase: January 2021
2nd step increase: July 2021 – now on the District-wide annual
performance review cycle
Pay for Performance program eligibility begins: July 2021
• Individuals passing probation within the last three (3) months of the rating period,
April 1st – June 30th (4th quarter) will be eligible to participate in the following
year’s annual performance review cycle (example below).
o Employees hired during the 4th quarter of the year April 1st through
June 30th
Month of hire: April 2020
1st step increase: April 2021
2nd step increase: July 2022
Pay for Performance program eligibility begins: July 2021
Promotions
If an individual is promoted within the review period, performance in both positions will be
evaluated for Pay for Performance purposes.
Pay for Performance Program Guidelines:
The Pay for Performance Program is a discretionary incentive program that allows for up to
an additional ten percent (10%) of base salary for management and five percent (5%) of base
salary for all other employees, aligned with the performance review cycle, to be paid out
annually in lump sum form for exceptional performance. Employees are eligible for the
program upon completion of probation.
Pay for Performance is utilized for those employees whose performance consistently meets
or exceeds expectations as defined by efforts toward divisional and personal goal
achievement, successful ratings on evaluation core competencies, and for those who have
been identified as giving world class customer service, have established more efficient
business processes, or generate ideas resulting in cost savings for the District.
EAST VALLEY WATER DISTRICT
Administrative Policies & Programs
Policy Title: Compensation Program
Original Approval Date:
July 8, 2015
Last Revised:
December 9, 2020
Policy No: 2.3 Page
4 of 5
An employee must at least “meet expectations” in all core competencies on their annual
Performance Evaluation to be eligible for this program. It is at the supervisor’s discretion to
determine the percentage recommendation for their staff’s Pay for Performance incentive.
Also, an employee may not have received formal discipline during the rating period to be
considered eligible for this program.
Employees with performance that either “Meets Expectations,” “Exceeds
Expectations,” or “Far Exceeds Expectations,” will have the opportunity to
participate in the Pay for Performance Program and have the potential to earn
a lump sum payment of up to 5% of base salary for employees and up to 10% of
base salary for management.
If base pay is above the maximum: Employees with pay frozen at or above the
maximum of their range and perform at “Meets Expectations,” “Exceeds
Expectations,” or “Far Exceeds Expectations,” will have the opportunity to
participate in the Pay for Performance Program and have the potential to earn
a lump sum payment up to 5% for employees and up to 10% for management
above the range maximum.
Pay for Performance Evaluation Procedure:
The process for the Pay for Performance evaluation is as follows:
1) Core competencies, goals and objectives will be determined at the beginning of the
fiscal year.
2) Supervisors and managers will meet with staff to communicate Department and
individual goals and recommended actions staff should take to achieve these goals.
3) Prior to the end of the rating period (June 30th), staff will be asked to complete a
self-evaluation relating to the core competencies, goals and objectives for their
supervisor to review.
4) At the end of the rating period, a separate Pay for Performance evaluation will be
completed to document each employee’s accomplishments relative to the
competencies, goals and objectives to determine eligibility and percentage
recommended for incentive pay.
Pay for Performance Evaluation Procedure Upon Retirement:
Upon retirement, employees eligible for the Pay for Performance program will be evaluated
for a prorated incentive based on the fiscal year quarter in which they retire (the month
of July will not be included as the previous fiscal year incentive will be paid in July). The
following are the proration percentages:
EAST VALLEY WATER DISTRICT
Administrative Policies & Programs
Policy Title: Compensation Program
Original Approval Date:
July 8, 2015
Last Revised:
December 9, 2020
Policy No: 2.3 Page
5 of 5
Month of Retirement Percentage Table
July – September 25%
October – December 50%
January – March 75%
April – June 100%
The incentive payment will be paid on the retiree’s final check from the District.
Revised: April 26, 2016
September 27, 2017
May 23, 2018
December 9, 2020
EAST VALLEY WATER DISTRICT
Administrative Policies & Programs
Policy Title: Senior and Executive Management
Cellular Telephone Policy
Approval Date:
May 1, 2013
Policy No: 4.1 Page 1 of 2
Purpose
East Valley Water District recognizes a need for all Senior and Executive Management to
be accessible at all times. To meet that need, employees holding such positions will be
given the option of a District owned cell phone or a cell phone allowance. East Valley Water
District requires that employees adhere to the guidelines set forth in this policy.
Policy
The following employees are eligible to receive the option of a cell phone or cell phone
allowance:
• General Manager
• Executive and Senior Management
Eligible employees must identify which option they select and submit to Human Resources.
Human Resources will maintain this form on record in the employee’s personnel file.
Option 1: District Owned Cell Phone
• When this option is elected, the employee may use the device for both business and
personal matters. The cell phone is considered District property and the District will
pay for the entire cost of the device and data usage. This option is limited to a
standard data plan and business related purchases. Non-business related purchases
such as applications, music, games, etc. are excluded. It is the responsibility of the
employee to reimburse the District for non-business related purchases.
Option 2: Cell Phone Allowance
• When this option is elected, employees are responsible for purchasing and
maintaining their own cell phones. A monthly allowance of $120 will be provided to
the employee to cover the business use cost of the phone bill and data usage. The
phone remains the property of the employee and the employee is responsible for
paying the bill.
a) Employees electing this option will be provided a bi-annual reimbursement
of $600 to supplement the cost of replacing a lost or damaged phone or for
the purchase of an upgraded phone.
EAST VALLEY WATER DISTRICT
Administrative Policies & Programs
Policy Title: Senior and Executive Management
Cellular Telephone Policy
Approval Date:
May 1, 2013
Policy No: 4.1 Page 2 of 2
Formal Declaration of Option
Each employee will be required to formally declare which option they are electing by
completing the “Cellular Telephone Declaration Form.” This form will also be utilized
for employees with the Option 2 election to submit for their $600 bi-annual phone
replacement/upgrade. Forms will be maintained in the employee’s Personnel File.
Driving
Vehicle Code Section 23123: Hand Held Wireless Telephone Prohibited Use
V C 23123 (a) states the following: A person shall not drive a motor vehicle while using
a wireless telephone unless that telephone is specifically designed and configured to
allow hands-free listening and talking, and is used in that manner while driving.
East Valley Water District employees are expected to adhere to all laws regarding cell
phone use while driving. To comply with V C 23123, East Valley Water District
employees are required to use a hands-free device at all times while talking on their
cell phones and driving.
In accordance with the Senior and Executive Management Cellular Telephone Policy, an employee
wishing to receive a District owned cellular phone or a phone allowance shall complete and submit
this form to Human Resources.
Section I: General Information
Employee Name Position Date
I elect the following option:
□ 1. District Owned Cell Phone □ 2. Cell Phone Allowance □ Bi-Annual Replacement or
Upgrade
Section II: Option Details
Options Description Allowance
1 District owned cell phone is designated for both personal and business
use
N/A
2 Employee is responsible for the purchase and maintenance of cell
phone
$120
2 (a) Bi-Annual cell phone replacement or upgrade $600
Section III: Cellular Plan Information
Service Provider
Cellular Number
I, _____________________________________________, hereby agree to the terms and conditions set forth in the
Senior and Executive Management Cellular Telephone Policy. I understand that I am to comply with
all terms and conditions of the policy. Should I neglect to abide by all terms of this policy I understand
that all privileges may be revoked at any time.
Employee Signature Date
Director of Administrative Services Signature Date
CELLULAR TELEPHONE
DECLARATION FORM