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HomeMy WebLinkAboutAgenda Packet - EVWD Board of Directors - 09/23/2015REGULAR BOARD MEETING / PUBLIC HEARING September 23, 2015 – 5:30 P.M. 31111 GREENSPOT ROAD, HIGHLAND, CA AGENDA - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - “In order to comply with legal requirements for posting of agenda, only those items filed with the District Secretary by 12:00 p.m. on Wednesday prior to the following Wednesday meeting not requiring departmental investigation, will be considered by the Board of Directors”. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - CALL TO ORDER PLEDGE OF ALLEGIANCE ROLL CALL OF BOARD MEMBERS - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - PUBLIC COMMENTS Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card and submit it to the District Clerk prior to the start of the meeting. Each speaker is limited to three (3) minutes, unless waived by the Chairman of the Board. Under the State of California Brown Act, the Board of Directors is prohibited from discussing or taking action on any item not listed on the posted agenda. The matter will automatically be referred to staff for an appropriate response or action and may appear on the agenda at a future meeting. 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 2.APPROVAL OF CONSENT CALENDAR All matters listed under the Consent Calendar are considered by the Board of Directors to be routine and will be enacted in one motion. There will be no discussion of these items prior to the time the Board considers the motion unless members of the Board, the General Manager, or the public request specific items to be discussed. a)Accept and file the financial statements as of, and for the period ended, August 31, 2015 b)August 2015 Disbursements: Accounts payable disbursements for the period include check numbers 245259 through 245525, bank drafts, and ACH Payments in the amount of $2,145,941.16 and $311,972.60 for payroll c)Resolution 2015.14 – Recognizing Justine Hendricksen's Twenty Five Years of Dedicated Service 3.Staff presentation regarding Resolution 2015.21 to Adopt One Water One Watershed 2.0 Plan Open Public Hearing 4.Public Comments Close Public Hearing 5.Board discussion 6.Adopt Resolution 2015.21 One Water One Watershed 2.0 Plan Recommendation: Approve OLD BUSINESS 7.Authorize the General Manager/CEO to negotiate the final terms of a Joint Facilities Agreement for the Joint Facilitation Water Replenishment and Recycling Project with San Bernardino Valley Municipal Water District Recommendation: Approve NEW BUSINESS 8.Award Program Management Services Contract to Hall & Foreman for the District’s Recycled Water Center Recommendation: Approve REPORTS 9.Board of Directors Reports 10.General Manager/CEO Report •Drought Update 11.Legal Counsel Report 12.Board of Directors Comments ADJOURN PLEASE NOTE: Materials related to an item on this agenda submitted to the Board after distribution of the agenda packet are available for public inspection in the District’s office located at 31111 Greenspot Road, Highland, during normal business hours. Also, such documents are available on the District’s website at www.eastvalley.org subject to staff’s ability to post the documents before the meeting. Pursuant to Government Code Section 54954.2(a), any request for a disability-related modification or accommodation, including auxiliary aids or services that is sought in order to participate in the above- agendized public meeting should be directed to the District Clerk at (909) 885-4900 at least 72 hours prior to said meeting. BOARD AGENDA STAFF REPORT Agenda Item #2.a. Meeting Date: September 23, 2015 Consent Item To: Governing Board Members From: General Manager/CEO Subject: Financial Statements for August 2015 RECOMMENDATION: Staff recommends that the Board of Directors accept and file the attached financial statements as of, and for the period ended, August 31, 2015. BACKGROUND / ANALYSIS: Included herewith for the Board's review is a summary of East Valley Water District's financial results, as of August 31, 2015. AGENCY IDEALS AND ENDEAVORS: Ideals and Endeavor II - Maintain An Environment Committed To Elevated Public Service (E) - Practice transparent & accountable fiscal management FISCAL IMPACT : There is no fiscal impact associated with this agenda item. Respectfully submitted: Recommended by: John Mura General Manager / CEO Brian Tompkins Chief Financial Officer ATTACHMENTS: Description Type August 2015 Financial Statement Monthly Review Backup Material August 2015 Financial Statements Cover Memo FINANCIAL STATEMENTS MONTHLY REVIEW – AUGUST 31, 2015 The following is a highlight summary of the District’s financial results as of August 31, 2015. Statement of Net Position Total assets at August 31, 2015 are $185.5 million excluding the $6.6 million Inter-fund Loan between the Water and Wastewater funds. Below is a summary of the District’s net position as of August 31, 2015. CLASSIFICATION WATER WASTEWATER TOTAL Current Assets $ 17,817,002 $ 4,517,812 $ 22,334,814 Other Assets 137,906,475 32,200,991 170,107,465 Current Liabilities 4,641,469 387,969 5,029,438 Long Term Liabilities 53,840,324 5,115,769 58,956,093 Beginning Net Position 91,404,589 28,949,162 120,353,752 Change in Equity 2,545,431 812,434 2,940,167 Total Net Position $ 92,332,502 $ 29,009,243 $ 121,341,744 FINANCIAL STATEMENTS MONTHLY REVIEW – AUGUST 31, 2015 Cash and Investments are $23.8 million, up $0.9 million from the prior month. Comparing current assets to current liabilities, the District has a current ratio at August 31, 2015 of 4.44 to 1, with 2 to 1 being an indication of sound financial condition. Statement of Revenues & Expenses Operating results are presented in three ways in the attached financial statements for the eleven months ending August 31, 2015. First, is a one page summary with monthly and year-to-date totals for revenue, and expenses presented by Expense Category. Second is a one page summary with monthly and year-to-date totals for revenues, and Expense by Program. Third is a Budget to Actual presentation of program expense detail. WATER WASTEWATER DISTRICT TOTAL Operating Revenues $ 4,300,901 $ 1,997,132 $ 6,298,033 Operating Expenses 1,755,470 1,184,698 2,940,167 0 5 10 15 20 25 30 Sep 30 Oct 31 Nov 30 Dec 31 Jan 31 Feb 28 Mar 31 Apr 30 May 31 Jun 30 Jul 31 Aug 31 Mi l l i o n $ CASH & INVESTMENTS Unrestricted Restricted FINANCIAL STATEMENTS MONTHLY REVIEW – AUGUST 31, 2015 Water Sales for August were $1,469,830, $109,830 (8%) over projection. This variance is attributed to the customers’ consumption during the warmer part of the year. Water sales year to date are under budget ($103,595). Below are operational cost associated with the delivery of water to our customers, as of August 31, 2015 cost of delivering water is at 9% or $699,218. DELIVERING WATER BY COST CENTER COST CENTER TOTAL BUDGET YTD ACTIVITY REMAINING AMOUNT Source of Supply/Wells $ 3,528,000 $ 236,632 $ 3,291,368 Pumps & Boosters 1,025,000 78,521 946,479 Treatment 793,000 94,095 698,905 Transmission & Distribution 2,044,000 289,970 1,754,030 Total $ 7,390,000 $ 699,218 $ 6,690,782 Wastewater System Charge revenue are on target with the budget. Wastewater Treatment Revenue collected and passed-through to the City of San Bernardino as of August 31, 2015 is $649,969 or 18% of the total budget. Most programs are on pace with their overall budget with the exception of Human Resources and Public Affairs which have large onetime expenses that normally occur during the first half of the fiscal year. For Human Resources the District’s general liability insurance is prepaid for the fiscal year. Additionally, Public Affairs had a large expense for postage related to the drought mailers. Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun $0 $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 $1,400,000 $1,600,000 WATER REVENUE Actual Budget Water WasteWater District Total Assets: Current Assets: 01 Cash and Cash Equivalents 9,093,445.65$ 1,637,201.10$ 10,730,646.75$ 02 Investments 2,705,634.83 2,479,431.81 5,185,066.64 03 Accounts Receivable, Net 3,616,197.26 387,057.65 4,003,254.91 04 ‐Interest Receivable - - - 05 Other Receivables 192,135.82 - 192,135.82 06 Due from other Governments 1,831,133.33 - 1,831,133.33 08 Inventory 315,086.46 6,721.16 321,807.62 09 Prepaid Expenses 63,368.70 7,400.35 70,769.05 17,817,002.05 4,517,812.07 22,334,814.12 Non-Current Assets: 10 Restricted Cash and Cash Equivalents 7,696,019.55 180,296.66 7,876,316.21 17 Loan to Water Fund - 6,600,000.00 6,600,000.00 11 Capital Assets not being Depreciated 22,981,679.76 5,311,719.73 28,293,399.49 13 Capital Assets, Net 107,054,422.14 20,108,974.15 127,163,396.29 137,732,121.45 32,200,990.54 169,933,111.99 Total Assets:155,549,123.50 36,718,802.61 192,267,926.11 Deferred Outflow Of Resources unding Deferred Charge on Refunding 174,353.17 - 174,353.17 155,723,476.67 36,718,802.61 192,442,279.28 Current Liabilities: 22 Accounts Payable and Accrued Expenses 130,346.38$ 29,854.36$ 160,200.74$ 23 Accrued Payroll and Benefits 23,703.83 - 23,703.83 15 Customer Service Deposits 1,768,630.40 - 1,768,630.40 16 Construction Advances and Retentions 114,811.38 108,000.00 222,811.38 17 Accrued Interest Payable 448,005.83 57,006.25 505,012.08 18 Current Portion of Compensated Absences 223,102.32 85,150.50 308,252.82 19 Current Portion of Long-Term Debt 1,932,868.62 107,958.00 2,040,826.62 4,641,468.76 387,969.11 5,029,437.87 Non-Current Liabilities: 24 Loan from Wastewater Fund 6,600,000.00 - 6,600,000.00 20 Compensated Absences, less current portion 285,627.62 121,040.35 406,667.97 21 Long Term Debt, Less Current Portion 46,954,696.65 4,974,324.40 51,929,021.05 27 Other Liabilities - 20,404.12 20,404.12 53,840,324.27 5,115,768.87 58,956,093.14 58,481,793.03 5,503,737.98 63,985,531.01 31 Equity 94,696,252.64 30,402,903.45 125,099,156.09 91,404,589.31 28,949,162.27 120,353,751.58 Tot Total Revenue 4,300,900.71 1,997,132.01 6,298,032.72 Tot Total Expense 1,755,469.71 1,184,697.53 2,940,167.24 2,545,431.00 812,434.48 3,357,865.48 93,950,020.31 29,761,596.75 123,711,617.06 152,431,813.34$ 35,265,334.73$ 187,697,148.07$ Unaudited As of August 31, 2015 Combining Schedule of Net Position Total Equity and Current Surplus (Deficit): Total Assets and Deferred Outflow of Resources: Total Current Assets: Total Non-Current Assets: Total Liabilities, Equity and Current Surplus (Deficit): Total Total Beginning Equity: Equity: Revenues Over/Under Expenses Liability: Total Current Liabilities: Total Non-Current Liabilities: Total Liabilities: MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET REMAINING BUDGET Revenue 41 Water Sales 1,469,829.85$ 2,631,404.64$ 11,950,000.00$ -$ -$ -$ 11,950,000.00$ 9,318,595.36$ 42 Meter Charges 678,816.52 1,357,979.13 8,175,000.00 - - - 8,175,000.00 6,817,020.87 43 Penalties 55,958.63 110,382.90 500,000.00 2,980.27 8,026.54 50,000.00 550,000.00 431,590.56 44 Wastewater System Charges - - - 388,732.14 754,806.00 4,600,000.00 4,600,000.00 3,845,194.00 45 Wastewater Treatment Charges - - - 1,234,299.47 7,250,000.00 7,250,000.00 6,015,700.53 46 Other Operating Revenue 16,862.01 148,994.70 585,000.00 - - 200,000.00 785,000.00 636,005.30 47 Non Operating Revenue 51,904.19 52,139.34 100,000.00 - - 10,000.00 110,000.00 57,860.66 48 Gain or Loss on Disposition - - - - - - - - Revenue Total: 2,273,371.20 4,300,900.71 21,310,000.00 391,712.41 1,997,132.01 12,110,000.00 33,420,000.00 27,121,967.28 - - - - - Expense by Category 51 Labor 319,537.55 572,314.60 4,312,350.00 111,336.00 200,921.52 1,332,650.00 5,645,000.00 4,871,763.88 56 Benefits 112,767.92 335,193.90 1,415,500.00 33,715.79 1,342,576.52 7,328,100.00 8,743,600.00 7,065,829.58 63 Contract Services 81,128.65 254,807.29 2,945,450.00 54,734.91 (550,906.06) 8,164,050.00 11,109,500.00 4,543,998.77 65 Professional Development 1,611.18 11,168.48 208,640.00 373.87 4,301.66 87,460.00 296,100.00 280,629.86 53 Overtime 19,323.25 29,797.27 247,300.00 2,720.19 4,938.39 28,200.00 275,500.00 240,764.34 62 Materials and Supplies 49,038.95 96,147.88 1,892,950.00 3,010.83 7,801.81 105,050.00 1,998,000.00 1,894,050.31 64 Utilities 19,856.17 259,492.66 3,408,950.00 2,014.84 22,821.50 199,550.00 3,608,500.00 3,326,185.84 52 Temporary Labor 4,531.10 8,420.70 46,900.00 306.90 455.87 10,100.00 57,000.00 48,123.43 67 Other 6,633.20 141,674.44 217,350.00 2,761.62 60,089.65 93,150.00 310,500.00 108,735.91 54 Standby 2,070.00 3,824.95 34,000.00 570.00 1,150.65 6,000.00 40,000.00 35,024.40 61 Water Supply - - 575,000.00 - - - 575,000.00 575,000.00 71 -Debt Service - - 3,605,000.00 - - 320,000.00 3,925,000.00 3,925,000.00 81 -Capital Improvement 34,041.81 42,627.54 1,767,360.00 62,936.02 90,546.02 4,595,000.00 6,362,360.00 6,229,186.44 82 -Capital Outlay - - 633,250.00 - - 66,750.00 700,000.00 700,000.00 83 -Accounting Income Add back - - - - - - - - Expense Total: 650,539.78 1,755,469.71 21,310,000.00 274,480.97 1,184,697.53 22,336,060.00 43,646,060.00 33,844,292.76 Total Surplus (Deficit): 1,622,831.42$ 2,545,431.00$ -$ 117,231.44$ 812,434.48$ -$ -$ -$ Unaudited Revenue and Expense Budget-to-Actual by Category Month Ended August 31, 2015 WATER WASTEWATER DISTRICT WIDE MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET REMAINING BUDGET Revenue 41 Water Sales 1,469,829.85$ 2,631,404.64$ 11,950,000.00$ -$ -$ -$ 11,950,000.00$ 9,318,595.36$ 42 Meter Charges 678,816.52 1,357,979.13 8,175,000.00 - - - 8,175,000.00 6,817,020.87 43 Penalties 55,958.63 110,382.90 500,000.00 2,980.27 8,026.54 50,000.00 550,000.00 431,590.56 44 Wastewater System Charges - - - 388,732.14 754,806.00 4,600,000.00 4,600,000.00 3,845,194.00 45 Wastewater Treatment Charges - - - 649,968.88 1,234,299.47 7,250,000.00 7,250,000.00 6,015,700.53 46 Other Operating Revenue 16,862.01 148,994.70 585,000.00 - - 200,000.00 785,000.00 636,005.30 47 Non Operating Revenue 51,904.19 52,139.34 100,000.00 - - 10,000.00 110,000.00 57,860.66 48 Gain or Loss on Disposition - - - - - - - - Revenue Total: 2,273,371.20 4,300,900.71 21,310,000.00 1,041,681.29 1,997,132.01 12,110,000.00 33,420,000.00 27,121,967.28 Progra 1000 - Board of Directors 6,976.08 14,615.55 206,500.00 2,826.83 5,766.20 88,500.00 295,000.00 274,618.25 Progra 2000 - General Administration 35,371.64 71,495.42 918,400.00 13,720.33 27,341.28 393,600.00 1,312,000.00 1,213,163.30 Progra 2100 - Human Resources 26,816.91 183,155.71 487,900.00 11,492.88 78,495.08 209,100.00 697,000.00 435,349.21 Progra 2200 - Public Affairs 24,593.70 63,125.41 354,900.00 7,212.95 19,276.73 152,100.00 507,000.00 424,597.86 Progra 2300 - Conservation 31,623.84 63,898.20 1,511,000.00 - - - 1,511,000.00 1,447,101.80 Progra 3000 - Finance 117,985.67 242,012.45 3,716,610.00 23,338.56 48,443.87 297,690.00 4,014,300.00 3,723,843.68 Progra 3200 - Information Technology 24,402.66 53,547.92 371,580.00 18,393.61 42,325.65 244,400.00 615,980.00 520,106.43 Progra 3300 - Customer Service 46,970.79 141,200.68 1,314,050.00 27,654.98 71,757.09 405,770.00 1,719,820.00 1,506,862.23 Progra 3400 - Meter Service 13,215.17 28,408.98 176,750.00 12,704.37 27,386.47 176,750.00 353,500.00 297,704.55 Progra 4000 - Engineering 62,374.43 112,389.35 525,300.00 30,092.21 54,605.39 338,400.00 863,700.00 696,705.26 Progra 5000 - Water Production 84,062.76 329,317.70 4,791,000.00 80.33 332.12 6,800.00 4,797,800.00 4,468,150.18 Progra 5100 - Water Treatment 23,601.65 100,330.64 736,000.00 - - - 736,000.00 635,669.36 Progra 5200 - Water Quality 22,898.52 41,257.22 342,000.00 - - - 342,000.00 300,742.78 Progra 6000 - Field Maintenance Administration 12,972.50 27,661.33 248,850.00 12,628.40 27,013.62 106,650.00 355,500.00 300,825.05 Progra 6100 - Water Maintenance 111,025.89 256,381.38 1,672,000.00 - - - 1,672,000.00 1,415,618.62 Progra 6200 - Wastewater Maintenance - - - 34,050.63 642,119.02 7,709,000.00 7,709,000.00 7,066,880.98 Progra 7000 - Facilities Maintenance 19,428.23 66,633.86 582,900.00 9,391.07 27,410.32 205,100.00 788,000.00 693,955.82 Progra 7100 - Fleet Maintenance 15,425.21 45,206.77 370,650.00 7,957.80 21,878.67 158,850.00 529,500.00 462,414.56 Progra 8000 - Capital 34,041.81 42,627.54 6,005,610.00 62,936.02 90,546.02 4,981,750.00 10,987,360.00 10,854,186.44 Expense Total: 682,163.62 1,755,469.71 22,821,000.00 274,480.97 1,184,697.53 15,474,460.00 38,295,460.00 35,291,394.56 Total Surplus (Deficit):1,591,207.58$ 2,545,431.00$ -$ 767,200.32$ 812,434.48$ -$ -$ -$ Revenue and Expense Budget-to-Actual by Program Month Ended August 31, 2015 Unaudited WATER WASTEWATER DISTRICT WIDE MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET REMAINING BUDGET Revenue 41 Water Sales 1,469,829.85 2,631,404.64$ 11,950,000.00$ - -$ - 11,950,000.00 9,318,595.36 42 Meter Charges 678,816.52 1,357,979.13 8,175,000.00 - - - 8,175,000.00 6,817,020.87 43 Penalties 55,958.63 110,382.90 500,000.00 2,980.27 8,026.54 50,000.00 550,000.00 431,590.56 44 Wastewater System Charges - - - 388,732.14 754,806.00 4,600,000.00 4,600,000.00 3,845,194.00 45 Wastewater Treatment Charges - - - 649,968.88 1,234,299.47 7,250,000.00 7,250,000.00 6,015,700.53 46 Other Operating Revenue 16,862.01 148,994.70 585,000.00 - - 200,000.00 785,000.00 636,005.30 47 Non Operating Revenue 51,904.19 52,139.34 100,000.00 - - 10,000.00 110,000.00 57,860.66 48 Gain or Loss on Disposition - - - - - - - - 56 Benefits 117.90 672.70 - 98.82 156.20 - - (828.90) 68 Depreciation - - - - - - - Revenue Total: 2,273,371.20 4,300,900.71 21,310,000.00 1,041,681.29 1,997,132.01 12,110,000.00 33,420,000.00 27,121,967.28 Program: 1000 - Board of Directors - - - 51 Labor 4,643.09$ 9,352.64$ 73,500.00$ 1,989.91$ 4,008.31$ 31,500.00$ 105,000.00$ 91,639.05$ 56 Benefits 2,121.69 4,752.29 28,000.00 836.92 1,663.28 12,000.00 40,000.00 33,584.43 63 Contract Services - - 70,000.00 - - 30,000.00 100,000.00 100,000.00 65 Professional Development 211.30 510.62 35,000.00 - 94.61 15,000.00 50,000.00 49,394.77 Program: 1000 - Board of Directors Total: 6,976.08 14,615.55 206,500.00 2,826.83 5,766.20 88,500.00 295,000.00 274,618.25 Program: 2000 - General Administration - - - 51 Labor 19,062.41 35,401.62 395,500.00 8,169.59 15,172.09 169,500.00 565,000.00 514,426.29 53 Overtime - - - - - - - - 56 Benefits 11,822.95 29,742.41 140,000.00 3,628.05 9,447.16 60,000.00 200,000.00 160,810.43 62 Materials and Supplies 189.68 232.40 4,900.00 81.29 99.60 2,100.00 7,000.00 6,668.00 63 Contract Services 4,296.60 4,403.56 282,100.00 1,841.40 1,887.25 120,900.00 403,000.00 396,709.19 64 Utilities - 231.92 4,200.00 - 99.39 1,800.00 6,000.00 5,668.69 65 Professional Development - 1,483.51 91,700.00 - 635.79 39,300.00 131,000.00 128,880.70 Program: 2000 - General Administration Total: 35,371.64 71,495.42 918,400.00 13,720.33 27,341.28 393,600.00 1,312,000.00 1,213,163.30 Program: 2100 - Human Resources - - - - 51 Labor 10,234.58 18,790.66 140,000.00 4,386.24 8,053.14 60,000.00 200,000.00 173,156.20 52 Temporary Labor 716.10 1,063.70 8,400.00 306.90 455.87 3,600.00 12,000.00 10,480.43 53 Overtime 285.02 346.10 2,100.00 122.15 148.33 900.00 3,000.00 2,505.57 56 Benefits 4,241.22 11,709.21 45,500.00 1,817.61 5,018.07 19,500.00 65,000.00 48,272.72 62 Materials and Supplies - 493.93 3,500.00 - 211.68 1,500.00 5,000.00 4,294.39 63 Contract Services 4,852.05 7,345.29 53,900.00 2,079.45 3,147.98 23,100.00 77,000.00 66,506.73 64 Utilities 44.11 74.92 350.00 18.91 32.11 150.00 500.00 392.97 65 Professional Development - 3,036.16 16,800.00 - 1,301.20 7,200.00 24,000.00 19,662.64 67 Other 6,443.83 140,295.74 217,350.00 2,761.62 60,126.70 93,150.00 310,500.00 110,077.56 Program: 2100 - Human Resources Total: 26,816.91 183,155.71 487,900.00 11,492.88 78,495.08 209,100.00 697,000.00 435,349.21 Program: 2200 - Public Affairs - - - - 51 Labor 18,713.13 33,735.87 154,000.00 4,981.34 9,097.29 66,000.00 220,000.00 177,166.84 52 Temporary Labor - - 10,500.00 - - 4,500.00 15,000.00 15,000.00 53 Overtime 213.76 567.63 4,900.00 91.61 143.76 2,100.00 7,000.00 6,288.61 56 Benefits 4,194.38 13,946.82 44,100.00 1,540.19 4,969.91 18,900.00 63,000.00 44,083.27 Month Ended August 31, 2015 Unaudited Program Expense Detail Budget-to-Actual WATER WASTEWATER DISTRICT WIDE MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET REMAINING BUDGET Month Ended August 31, 2015 Unaudited Program Expense Detail Budget-to-Actual WATER WASTEWATER DISTRICT WIDE 62 Materials and Supplies 159.18 480.16 31,500.00 53.06 143.70 13,500.00 45,000.00 44,376.14 63 Contract Services 1,144.50 12,875.34 91,000.00 490.50 4,400.78 39,000.00 130,000.00 112,723.88 64 Utilities - 154.97 10,500.00 - 66.41 4,500.00 15,000.00 14,778.62 65 Professional Development 168.75 1,364.62 8,400.00 56.25 454.88 3,600.00 12,000.00 10,180.50 Program: 2200 - Public Affairs Total: 24,593.70 63,125.41 354,900.00 7,212.95 19,276.73 152,100.00 507,000.00 424,597.86 Program: 2300 - Conservation - - - - 51 Labor 5,035.70 8,925.20 230,000.00 - - - 230,000.00 221,074.80 52 Temporary Labor - - 25,000.00 - - - 25,000.00 25,000.00 53 Overtime - - 8,000.00 - - - 8,000.00 8,000.00 56 Benefits 2,504.23 5,195.86 60,000.00 - - - 60,000.00 54,804.14 62 Materials and Supplies 21,408.91 22,015.17 1,037,000.00 - - - 1,037,000.00 1,014,984.83 63 Contract Services 2,675.00 19,518.49 130,000.00 - - - 130,000.00 110,481.51 64 Utilities - 8,243.48 15,000.00 - - - 15,000.00 6,756.52 65 Professional Development - - 6,000.00 - - - 6,000.00 6,000.00 Program: 2300 - Conservation Total: 31,623.84 63,898.20 1,511,000.00 - - - 1,511,000.00 1,447,101.80 Program: 3000 - Finance - - - - 51 Labor 36,975.85 67,617.48 448,000.00 15,833.83 28,965.91 192,000.00 640,000.00 543,416.61 52 Temporary Labor - - - - - - - - 53 Overtime 222.11 278.62 1,050.00 66.04 70.44 450.00 1,500.00 1,150.94 56 Benefits 14,129.36 39,098.75 143,500.00 6,049.55 16,639.18 61,500.00 205,000.00 149,262.07 62 Materials and Supplies 101.82 1,006.46 4,900.00 43.64 235.61 2,100.00 7,000.00 5,757.93 63 Contract Services 2,603.30 3,476.61 86,100.00 1,115.71 1,484.84 36,900.00 123,000.00 118,038.55 64 Utilities - 99.18 1,750.00 - 42.50 750.00 2,500.00 2,358.32 65 Professional Development 536.18 2,345.92 9,310.00 229.79 1,005.39 3,990.00 13,300.00 9,948.69 67 Other 169.37 293.03 - - - - - (293.03) Program: 3000 - Finance Total: 54,737.99 114,216.05 3,716,610.00 23,338.56 48,443.87 297,690.00 4,014,300.00 3,723,843.68 Program: 3200 - Information Technology - - - - 51 Labor 14,801.81 25,822.71 165,000.00 9,867.87 17,215.13 110,000.00 275,000.00 231,962.16 52 Temporary Labor - - - - - - - - 53 Overtime - - - - - - - - 56 Benefits 2,446.16 8,793.06 45,000.00 1,371.03 6,543.19 30,000.00 75,000.00 59,663.75 62 Materials and Supplies 132.38 361.97 19,800.00 132.39 361.98 13,200.00 33,000.00 32,276.05 63 Contract Services 7,022.31 18,020.56 135,000.00 7,022.32 18,020.56 90,000.00 225,000.00 188,958.88 64 Utilities - 184.80 1,800.00 - 184.79 1,200.00 3,000.00 2,630.41 65 Professional Development - 364.82 4,980.00 - - - 4,980.00 4,615.18 Program: 3200 - Information Technology Total: 24,402.66 53,547.92 371,580.00 18,393.61 42,325.65 244,400.00 615,980.00 520,106.43 Program: 3300 - Customer Service - - - - 51 Labor 24,796.74 44,032.42 325,500.00 13,275.84 22,504.42 139,500.00 465,000.00 398,463.16 52 Temporary Labor 3,815.00 7,357.00 - - - - - (7,357.00) 53 Overtime 398.73 514.46 3,500.00 128.14 148.16 1,500.00 5,000.00 4,337.38 56 Benefits 6,060.38 22,746.08 122,500.00 2,371.10 14,489.00 52,500.00 175,000.00 137,764.92 62 Materials and Supplies 329.88 483.76 6,300.00 329.88 483.76 2,700.00 9,000.00 8,032.48 63 Contract Services 11,550.06 58,881.72 734,800.00 11,550.02 27,704.42 154,200.00 889,000.00 802,413.86 64 Utilities - 6,066.43 112,700.00 - 6,066.44 48,300.00 161,000.00 148,867.13 MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET REMAINING BUDGET Month Ended August 31, 2015 Unaudited Program Expense Detail Budget-to-Actual WATER WASTEWATER DISTRICT WIDE 65 Professional Development - 33.14 8,750.00 - 397.94 7,070.00 15,820.00 15,388.92 67 Other 20.00 1,085.67 - - (37.05) - - (1,048.62) Program: 3300 - Customer Service Total: 46,970.79 141,200.68 1,314,050.00 27,654.98 71,757.09 405,770.00 1,719,820.00 1,506,862.23 Program: 3400 - Meter Service - - - - 51 Labor 8,672.26 16,049.11 112,500.00 8,672.20 16,048.96 112,500.00 225,000.00 192,901.93 53 Overtime 533.32 926.26 10,000.00 533.32 926.25 10,000.00 20,000.00 18,147.49 56 Benefits 3,953.97 11,234.77 42,500.00 3,443.26 10,212.49 42,500.00 85,000.00 63,552.74 62 Materials and Supplies - - 1,750.00 - - 1,750.00 3,500.00 3,500.00 63 Contract Services 55.62 148.32 9,000.00 55.59 148.24 9,000.00 18,000.00 17,703.44 64 Utilities - 50.52 1,000.00 - 50.53 1,000.00 2,000.00 1,898.95 65 Professional Development - - - - - - - - Program: 3400 - Meter Service Total: 13,215.17 28,408.98 176,750.00 12,704.37 27,386.47 176,750.00 353,500.00 297,704.55 Program: 4000 - Engineering - - - - 51 Labor 29,253.97 51,986.71 264,600.00 18,999.29 33,931.26 171,400.00 436,000.00 350,082.03 52 Temporary Labor - - 3,000.00 - - 2,000.00 5,000.00 5,000.00 53 Overtime - - 900.00 - - 600.00 1,500.00 1,500.00 56 Benefits 5,772.98 23,489.80 99,000.00 3,241.47 11,626.59 66,000.00 165,000.00 129,883.61 62 Materials and Supplies - 135.45 7,200.00 - 135.46 4,800.00 12,000.00 11,729.09 63 Contract Services 25,146.46 32,098.61 110,700.00 6,988.50 7,439.58 73,800.00 184,500.00 144,961.81 64 Utilities 2,013.57 3,903.83 29,700.00 862.95 1,472.50 19,800.00 49,500.00 44,123.67 65 Professional Development 187.45 774.95 10,200.00 - - - 10,200.00 9,425.05 Program: 4000 - Engineering Surplus Total: 62,374.43 112,389.35 525,300.00 30,092.21 54,605.39 338,400.00 863,700.00 696,705.26 Program: 5000 - Water Production - - - - 51 Labor 44,353.13 75,608.23 618,000.00 - - - 618,000.00 542,391.77 53 Overtime 3,580.36 5,796.18 35,500.00 - - - 35,500.00 29,703.82 54 Standby 1,180.00 2,111.43 20,000.00 - - - 20,000.00 17,888.57 56 Benefits 16,892.46 40,638.98 190,000.00 - - - 190,000.00 149,361.02 61 Water Supply - - 575,000.00 - - - 575,000.00 575,000.00 62 Materials and Supplies 9,073.83 20,371.30 264,000.00 - - - 264,000.00 243,628.70 63 Contract Services 1,103.25 2,476.12 308,500.00 - - - 308,500.00 306,023.88 64 Utilities 7,379.73 181,140.46 2,773,000.00 - - - 2,773,000.00 2,591,859.54 65 Professional Development 500.00 1,175.00 7,000.00 80.33 332.12 6,800.00 13,800.00 12,292.88 Program: 5000 - Water Production Total: 84,062.76 329,317.70 4,791,000.00 80.33 332.12 6,800.00 4,797,800.00 4,468,150.18 Program: 5100 - Water Treatment - - - - 51 Labor 15,705.98 28,897.93 211,000.00 - - - 211,000.00 182,102.07 53 Overtime 1,630.16 2,013.34 10,000.00 - - - 10,000.00 7,986.66 56 Benefits 5,104.50 25,541.97 52,000.00 - - - 52,000.00 26,458.03 62 Materials and Supplies 260.23 20,636.82 165,000.00 - - - 165,000.00 144,363.18 63 Contract Services 220.64 463.80 160,500.00 - - - 160,500.00 160,036.20 64 Utilities 680.14 22,776.78 137,500.00 - - - 137,500.00 114,723.22 Program: 5100 - Water Treatment Total: 23,601.65 100,330.64 736,000.00 - - - 736,000.00 635,669.36 Program: 5200 - Water Quality - - - - 51 Labor 11,431.11 21,039.53 160,000.00 - - - 160,000.00 138,960.47 53 Overtime - 30.68 3,000.00 - - - 3,000.00 2,969.32 MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET REMAINING BUDGET Month Ended August 31, 2015 Unaudited Program Expense Detail Budget-to-Actual WATER WASTEWATER DISTRICT WIDE 56 Benefits 4,382.14 10,647.56 45,000.00 - - - 45,000.00 34,352.44 62 Materials and Supplies 2,125.15 2,510.38 19,500.00 - - - 19,500.00 16,989.62 63 Contract Services 4,960.12 6,902.82 112,000.00 - - - 112,000.00 105,097.18 64 Utilities - 126.25 2,500.00 - - - 2,500.00 2,373.75 Program: 5200 - Water Quality Total: 22,898.52 41,257.22 342,000.00 - - - 342,000.00 300,742.78 Program: 6000 - Field Maintenance Administration - - - - 51 Labor 8,635.82 16,005.10 164,500.00 8,635.80 16,005.06 70,500.00 235,000.00 202,989.84 52 Temporary Labor - - - - - - - - 53 Overtime - - - - - - - - 54 Standby 890.00 1,713.52 14,000.00 570.00 1,150.65 6,000.00 20,000.00 17,135.83 56 Benefits 3,377.22 9,126.20 50,400.00 3,353.14 9,041.41 21,600.00 72,000.00 53,832.39 62 Materials and Supplies 61.96 137.86 2,100.00 61.96 137.86 900.00 3,000.00 2,724.28 63 Contract Services - - - - - - - - 64 Utilities - 598.91 10,500.00 - 598.91 4,500.00 15,000.00 13,802.18 65 Professional Development 7.50 79.74 7,350.00 7.50 79.73 3,150.00 10,500.00 10,340.53 Program: 6000 - Field Maintenance Administration 12,972.50 27,661.33 248,850.00 12,628.40 27,013.62 106,650.00 355,500.00 300,825.05 Program: 6100 - Water Maintenance - - - - 51 Labor 55,485.74 97,320.68 690,000.00 - - - 690,000.00 592,679.32 53 Overtime 11,267.41 17,900.44 150,000.00 - - - 150,000.00 132,099.56 56 Benefits 20,396.52 63,582.26 250,000.00 - - - 250,000.00 186,417.74 62 Materials and Supplies 10,829.57 17,133.00 250,000.00 - - - 250,000.00 232,867.00 63 Contract Services 5,635.33 53,033.68 282,000.00 - - - 282,000.00 228,966.32 64 Utilities 7,411.32 7,411.32 50,000.00 - - - 50,000.00 42,588.68 Program: 6100 - Water Maintenance Total: 111,025.89 256,381.38 1,672,000.00 - - - 1,672,000.00 1,415,618.62 Program: 6200 - Wastewater Maintenance - - - - 51 Labor - - - 11,043.48 19,774.36 135,000.00 135,000.00 115,225.64 53 Overtime - - - 1,136.88 2,737.54 3,000.00 3,000.00 262.46 56 Benefits - - - 3,565.85 11,673.01 55,000.00 55,000.00 43,326.99 62 Materials and Supplies - - - 103.16 1,154.91 35,000.00 35,000.00 33,845.09 Wastewater Treatment - - - 649,968.88 1,234,299.47 6,861,600.00 6,861,600.00 5,627,300.53 63 Contract Services - - - (631,767.62) (627,520.27) 619,400.00 619,400.00 1,246,920.27 Program: 6200 - Wastewater Maintenance Total:- - - 34,050.63 642,119.02 7,709,000.00 7,709,000.00 7,066,880.98 Program: 7000 - Facilities Maintenance - - - - 51 Labor 4,102.69 7,583.57 55,250.00 2,209.11 4,083.41 29,750.00 85,000.00 73,333.02 53 Overtime 1,192.38 1,399.85 16,250.00 642.05 753.75 8,750.00 25,000.00 22,846.40 56 Benefits 2,375.92 6,146.67 19,500.00 1,215.44 3,181.89 10,500.00 30,000.00 20,671.44 62 Materials and Supplies 588.41 1,625.57 29,300.00 152.71 711.18 7,700.00 37,000.00 34,663.25 63 Contract Services 9,351.21 30,874.97 327,350.00 4,257.21 8,511.73 83,650.00 411,000.00 371,613.30 64 Utilities 1,817.62 19,003.23 135,250.00 914.55 10,168.36 64,750.00 200,000.00 170,828.41 Program: 7000 - Facilities Maintenance Total: 19,428.23 66,633.86 582,900.00 9,391.07 27,410.32 205,100.00 788,000.00 693,955.82 Program: 7100 - Fleet Maintenance - - - - 51 Labor 7,633.54 14,145.14 105,000.00 3,271.50 6,062.18 45,000.00 150,000.00 129,792.68 53 Overtime - 23.71 2,100.00 - 10.16 900.00 3,000.00 2,966.13 56 Benefits 2,991.84 8,801.21 38,500.00 1,282.18 3,771.87 16,500.00 55,000.00 42,426.92 MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET REMAINING BUDGET Month Ended August 31, 2015 Unaudited Program Expense Detail Budget-to-Actual WATER WASTEWATER DISTRICT WIDE 62 Materials and Supplies 3,777.95 8,523.65 46,200.00 2,052.74 4,126.07 19,800.00 66,000.00 53,350.28 63 Contract Services 512.20 4,287.40 52,500.00 1,132.95 3,868.83 22,500.00 75,000.00 66,843.77 64 Utilities 509.68 9,425.66 123,200.00 218.43 4,039.56 52,800.00 176,000.00 162,534.78 65 Professional Development - - 3,150.00 - - 1,350.00 4,500.00 4,500.00 Program: 7100 - Fleet Maintenance Total: 15,425.21 45,206.77 370,650.00 7,957.80 21,878.67 158,850.00 529,500.00 462,414.56 Program: 8000 - Capital - - - 71 Debt Service - - 3,605,000.00 - - 320,000.00 3,925,000.00 3,925,000.00 81 Capital Improvement 34,041.81 42,627.54 1,767,360.00 62,936.02 90,546.02 4,595,000.00 6,362,360.00 6,229,186.44 82 Capital Outlay - - 633,250.00 - - 66,750.00 700,000.00 700,000.00 83 Accounting Income Add back - - - - - - - Program: 8000 - Capital Total: 34,041.81 42,627.54 6,005,610.00 62,936.02 90,546.02 4,981,750.00 10,987,360.00 10,854,186.44 Total Surplus (Deficit): 1,622,831.42$ 2,545,431.00$ -$ 767,200.32$ 812,434.48$ -$ -$ -$ BOARD AGENDA STAFF REPORT Agenda Item #2b. Meeting Date: September 23, 2015 Consent Item To: Governing Board Members From: General Manager/CEO Subject: August 2015 Disbursements: Accounts payable disbursements for the period include check numbers 245259 through 245525, bank drafts, and ACH Payments in the amount of $2,145,941.16 and $311,972.60 for payroll. RECOMMENDATION: Staff recommends that the Board of Directors review and approve the District’s expense disbursements for the period August 1, 2015 through August 31, 2015 in the amount of $2,457,913.76. BACKGROUND / ANALYSIS: In the continued effort to be fiscally transparent, the payment register for supplies, materials, services, and payroll for August 2015 is attached for review and approval. This process provides the Board and the public an opportunity to review the expenses of the District. Accounts Payable is processed weekly, while payroll is processed bi-weekly. Information to justify each expenditure is available through the Finance Department. Accounts payable disbursements for the period include check numbers 245259 through 245525, bank drafts, and ACH Payments in the amount of $2,145,941.16 and $311,972.60 for payroll. Significant expenses greater than or equal to $50,000 are further explained below: CHECK #VENDOR DESCRIPTION AMOUNT DFT0001145 CALPERS/MEDICAL MEDICAL PREMIUM FOR AUGUST 2015 $ 67,186.98 245386 SOUTHERN CALIFORNIA EDISON COMPANY ELECTRICITY FOR JULY 2015 216,337.94 10000475 INFOSEND, INC POSTAGE, FEDEX, CUST/SHADOW BILLING FOR JULY 2015 52,761.35 SAN BERNARDINO 245435 MUNI CI PAL WATER DEPARTMENT SEWER TREATMENT FOR JULY 2015 571,049.45 10000495 MUFG UNION BANK N.A. JULY INSTALLMENT 2010 AND 2013 BONDS 277,842.95 AGENCY IDEALS AND ENDEAVORS: I deals and Endeavor I I - Maintain An Environment Committed To Elevated Public Service (E) - Practice transparent & accountable fiscal management REVIEW BY OT HERS: This agenda item has been reviewed by the Finance Department. FISCAL IM PACT : Sufficient funds have been budgeted in the adopted FY 2015-16 Budget. Respectfully submitted: Recommended by: John Mura General Manager / CEO Brian Tompkins Chief Financial Officer ATTACHMENTS: Description Ty pe August 2015 Check Register Cover Memo PAYMENT DATE NUMBER VENDOR NAME AMOUNT 08/06/2015 245259 ONLINE RESOURCES CORPORATION 101.88$ 08/06/2015 245260 VERONICA & LEE ESTRADA 63.09 08/06/2015 245261 DANIEL PATNODE 70.06 08/06/2015 245262 ADDICTION MEDICINE CONSULTANTS 350.00 08/06/2015 245263 ADP SCREENING 26.13 08/06/2015 245264 BOARD OF WATER COMMISSIONERS 18,824.12 08/06/2015 245265 BRAVO SIGNS & DESIGN, INC 3,314.16 08/06/2015 245266 CAPIO 225.00 08/06/2015 245267 CHEM-TECH INTERNATIONAL INC 2,461.35 08/06/2015 245268 CHLORINE SYSTEMS 500.00 08/06/2015 245269 CULLIGAN OF ONTARIO 155.00 08/06/2015 245270 DARIO FREGOSO 108.25 08/06/2015 245271 DIRECTV 227.97 08/06/2015 245272 DONEGAN TREE SERVICE, GARTH DONEGAN 800.00 08/06/2015 245273 EXCEL LANDSCAPE, ICN 2,990.00 08/06/2015 245274 EXPERIAN 152.00 08/06/2015 245275 FAIRVIEW FORD SALES,INC 219.93 08/06/2015 245276 FERGUSON ENTERPRISES INC 31,999.26 08/06/2015 245277 GARY YOUNG 395.87 08/06/2015 245278 GE WATER & PROCESS TECHNOLOGIES 500.00 08/06/2015 245279 HACH COMPANY 823.59 08/06/2015 245280 HATFIELD BUICK 276.69 08/06/2015 245281 HENRY SOWLE 363.41 08/06/2015 245282 HERMANOS TEST ONLY 150.00 08/06/2015 245283 HUB CONSTRUCTION SPECIALTIES 1,306.59 08/06/2015 245284 INLAND WATER WORKS SUPPLY CO 659.58 08/06/2015 245285 K & L HARDWARE 22.07 08/06/2015 245286 LAWSON PRODUCTS,INC 2,462.93 08/06/2015 245287 LEIDA THOMAS 252.78 08/06/2015 245288 MANTEK 1,655.48 08/06/2015 245289 MICHAEL REARDON 363.41 08/06/2015 245290 NAPA AUTO PARTS /BOSS MOSS 407.10 08/06/2015 245291 PARSONS BRINCKERHOFF, INC 721.61 08/06/2015 245292 PETTY CASH 452.21 08/06/2015 245293 SAN BERNARDINO MUNICIPAL WATER DEPARTMENT 18,137.96 08/06/2015 245294 SOUTHERN CALIFORNIA EDISON COMPANY 25.49 AUGUST 1, 2015 - AUGUST 31, 2015 CHECK REGISTER CHECK REGISTER AUGUST 1, 2015 - AUGUST 31, 2015 Page 1 of 9 PAYMENT DATE NUMBER VENDOR NAME AMOUNT 08/06/2015 245295 STAPLES ADVANTAGE 268.83$ 08/06/2015 245296 TANDI WILEY 150.00 08/06/2015 245297 THE COMPUTERIZED EMBROIDERY C 3,251.98 08/06/2015 245298 THE GAS COMPANY 30.08 08/06/2015 245299 UNITED PARCEL SERVICE 11.74 08/06/2015 245300 VERIZON CALIFORNIA 48.62 08/06/2015 245301 ALBERTINA WALSKI 100.00 08/06/2015 245302 ALONDRA LUNA 100.00 08/06/2015 245303 ARII MULJONO 150.00 08/06/2015 245304 CAROL BEST 350.00 08/06/2015 245305 CAROL GARRITY 150.00 08/06/2015 245306 DEBRA HOLMAN 200.00 08/06/2015 245307 EMAD MAKAR 150.00 08/06/2015 245308 ERIC MOUNT 200.00 08/06/2015 245309 FRANK JIMENEZ 52.00 08/06/2015 245310 GARY UNDERWOOD 300.00 08/06/2015 245311 HARVEY GLASGOW 150.00 08/06/2015 245312 JAMES OR KELLI HENDRICKSON 30.00 08/06/2015 245313 JANET SEATON 200.00 08/06/2015 245314 JEFF LAWS 150.00 08/06/2015 245315 JODI OR MIKE CASTENADA 100.00 08/06/2015 245316 JOE PEDROZA 150.00 08/06/2015 245317 KERRIE HUDSON 200.00 08/06/2015 245318 LANE STAFFORD 200.00 08/06/2015 245319 LINDA URQUIZU 200.00 08/06/2015 245320 MADONNA MORGAN 200.00 08/06/2015 245321 MARY HOCKENBRAUGH 150.00 08/06/2015 245322 MARY LAKES 150.00 08/06/2015 245323 MICHAEL GUZIK 129.99 08/06/2015 245324 MICHAEL SELLAS 100.00 08/06/2015 245325 ROBIN OR KAREN UFFER 150.00 08/06/2015 245326 STEPHANIE KOUNAS 300.00 08/06/2015 245327 STEPHEN MICKLAS 250.00 08/06/2015 245328 TERRY REED 176.00 08/06/2015 245329 VON DAWLEY 100.00 08/13/2015 245330 ALBA 5.57 08/13/2015 245331 PORELLO INVESTMENT 64.93 08/13/2015 245332 PAUL NAVLAN 65.28 08/13/2015 245333 EAGLE VISTA EQUITIES, LLC 35.10 08/13/2015 245334 FIDELMAR DELGADO 44.37 08/13/2015 245335 INLAND EMPIRE ECONOMIC REC 25.67 08/13/2015 245336 URBAN STREET PROPERTIES INC 46.91 08/13/2015 245337 VERONICA MATZENAUER 1.21 08/13/2015 245338 ELIZABETH QUIROS 44.46 08/13/2015 245339 JOSEPH HAZIN 57.58 CHECK REGISTER AUGUST 1, 2015 - AUGUST 31, 2015 Page 2 of 9 PAYMENT DATE NUMBER VENDOR NAME AMOUNT 08/13/2015 245340 SHIEKH ELLAHI 306.12$ 08/13/2015 245341 SHIEKH ELLAHI 99.11 08/13/2015 245342 SHIEKH ELLAHI 100.38 08/13/2015 245343 CELESTINE & KELVIN BRYANT 14.87 08/13/2015 245344 JESSICA HERNANDEZ GARNICA 13.32 08/13/2015 245345 PAUL T HO 69.37 08/13/2015 245346 HEX LLC 33.47 08/13/2015 245347 MICHAEL A SWOBODA 3.17 08/13/2015 245348 ANDREW FLOREA 52.68 08/13/2015 245349 CLAUDIA ORTIZ 87.26 08/13/2015 245350 WILLIAM STEVENS 64.44 08/13/2015 245351 RAMIRO G VEGA 7.84 08/13/2015 245352 JAMES KNIGHT 57.31 08/13/2015 245353 KEN PORTER 41.69 08/13/2015 245354 GITA KIRIT PATEL 22.93 08/13/2015 245355 JOSEPH SCHARRY 43.20 08/13/2015 245356 JOHN CARR 104.31 08/13/2015 245357 JORGE RECANO 128.24 08/13/2015 245358 ALAN M KAY 40.20 08/13/2015 245359 COLFINAI CA 1 LLC 71.38 08/13/2015 245360 COLFINAI CA 1 LLC 32.90 08/13/2015 245361 COLFINAI CA 1 LLC 112.60 08/13/2015 245362 BRINKS INCORPORATED 1,191.37 08/13/2015 245363 CAL DISPOSAL 257.80 08/13/2015 245364 CHEM-TECH INTERNATIONAL INC 1,804.99 08/13/2015 245365 CSR AIR CONDITIONING & HEATING 276.48 08/13/2015 245366 DIB'S SAFE & LOCK SERVICE 88.22 08/13/2015 245367 DONEGAN TREE SERVICE, GARTH DONEGAN 360.00 08/13/2015 245368 EXCEL LANDSCAPE, ICN 8,500.00 08/13/2015 245369 EYE MED VISION CARE 718.12 08/13/2015 245370 FERGUSON ENTERPRISES INC 7,163.08 08/13/2015 245371 FLEET METAL BOX CORP 64.70 08/13/2015 245372 FRANCHISE TAX BOARD 36.00 08/13/2015 245373 HATFIELD BUICK 485.31 08/13/2015 245374 HERMANOS TEST ONLY 50.00 08/13/2015 245375 INTERMEDIA.NET INC. 1,921.33 08/13/2015 245376 INTERNATIONAL PAVING SERVICES, INC 4,740.00 08/13/2015 245377 iWATER, INC 6,000.00 08/13/2015 245378 LAWSON PRODUCTS,INC 509.94 08/13/2015 245379 LIEBERT CASSIDY WHITMORE LCW 860.00 08/13/2015 245380 NAPA AUTO PARTS /BOSS MOSS 337.18 08/13/2015 245381 POMONA VALLEY WORKSHOP 1,050.00 08/13/2015 245382 PRINCIPAL FINANCIAL GROUP 5,782.12 08/13/2015 245383 READY EQUIPMENT RENTAL, INC. 195.48 08/13/2015 245384 SAN BDNO PUBLIC EMPLOYEES ASSN 1,062.43 CHECK REGISTER AUGUST 1, 2015 - AUGUST 31, 2015 Page 3 of 9 PAYMENT DATE NUMBER VENDOR NAME AMOUNT 08/13/2015 245385 SAN BERNARDINO COUNTY RECORDER 903.00$ 08/13/2015 245386 SOUTHERN CALIFORNIA EDISON COMPANY 216,337.94 08/13/2015 245387 STATE WATER RESOURCES CONTROL BOARD, DIVISION OF WAT 2,062.00 08/13/2015 245388 SUNSCREEN WINDOW TINTING 280.00 08/13/2015 245389 VITRANO, TIM 142.36 08/20/2015 245390 SARA HERNANDEZ MELENDEZ 59.69 08/20/2015 245391 DESERIE UNDERWOOD 9.50 08/20/2015 245392 JOSHUA CASTANON 21.85 08/20/2015 245393 VANESSA MENDOZA 46.74 08/20/2015 245394 EAGLE VISTA EQUITIES, LLC 51.99 08/20/2015 245395 COBRA 28 NO 7 LP 27.93 08/20/2015 245396 YAZMIN ELIZARRARAZ 7.05 08/20/2015 245397 SUDHIR KAMBOH 30.91 08/20/2015 245398 CHARLES R. ROBERTS 25.47 08/20/2015 245399 SFR 2012-1 US WEST LLC 36.88 08/20/2015 245400 RAY SANCHEZ INVESTMENTS 300.98 08/20/2015 245401 AMY CAUDILL 66.12 08/20/2015 245402 ONLINE RESOURCES CORPORATION 90.85 08/20/2015 245403 SATWANT CHHARANV 97.45 08/20/2015 245404 RAUL MARES 252.08 08/20/2015 245405 ALBERTINA WALSKI 100.00 08/20/2015 245406 JAVIER PEREZ 256.00 08/20/2015 245407 ACWA, ASSOC OF CALIF WATER AGENCIES 400.00 08/20/2015 245408 AT&T 49.26 08/20/2015 245409 BOB MURRAY & ASSOCIATES 7,633.47 08/20/2015 245410 BOLLINGER CONSULTING GROUP 1,165.00 08/20/2015 245411 CDW GOVERNMENT 7,337.35 08/20/2015 245412 CHEM-TECH INTERNATIONAL INC 24,596.75 08/20/2015 245413 CITY OF SAN BERNARDINO, PUBLIC WORKS DEPT 559.98 08/20/2015 245414 CITY OF SAN BERNARDINO, PUBLIC WORKS DEPT 7,411.32 08/20/2015 245415 DENNIS D. BOYLIN 6,000.00 08/20/2015 245416 DIB'S SAFE & LOCK SERVICE 9.50 08/20/2015 245417 EILEEN BATEMAN 100.00 08/20/2015 245418 ERIC CHAMBERLIN 500.00 08/20/2015 245419 FERGUSON ENTERPRISES INC 416.75 08/20/2015 245420 FLEET METAL BOX CORP 191.97 08/20/2015 245421 GE WATER & PROCESS TECHNOLOGIES 500.00 08/20/2015 245422 HOPKINS TECHNICAL PRODUCTS INC 2,032.86 08/20/2015 245423 INLAND DESERT SECURITY & COMMUNICATIONS, INC 440.50 08/20/2015 245424 INLAND WATER WORKS SUPPLY CO 227.33 08/20/2015 245425 K & L HARDWARE 177.59 08/20/2015 245426 KONICA MINOLTA 676.86 08/20/2015 245427 KONICA MINOLTA BUSINESS 405.06 08/20/2015 245428 LIEBERT CASSIDY WHITMORE LCW 1,950.00 08/20/2015 245429 MC CROMETER INC 2,960.50 CHECK REGISTER AUGUST 1, 2015 - AUGUST 31, 2015 Page 4 of 9 PAYMENT DATE NUMBER VENDOR NAME AMOUNT 08/20/2015 245430 MICHAEL J SYRKO, JR 31.32$ 08/20/2015 245431 PARSONS BRINCKERHOFF, INC 4,316.70 08/20/2015 245432 PC CONNECTION 14,750.15 08/20/2015 245433 POMONA VALLEY WORKSHOP 2,065.00 08/20/2015 245434 RMC WATER AND ENVIRONMENT 29,906.63 08/20/2015 245435 SAN BERNARDINO MUNICIPAL WATER DEPARTMENT 571,049.45 08/20/2015 245436 SHRED-IT USA 91.80 08/20/2015 245437 SOUTH COAST A Q M D 814.52 08/20/2015 245438 STAPLES ADVANTAGE 1,378.16 08/20/2015 245440 TELEPACIFIC COMMUNICATIONS 2,739.53 08/20/2015 245441 THE COMPUTERIZED EMBROIDERY C 472.62 08/20/2015 245442 TYLER TECHNOLGIES 440.00 08/20/2015 245443 U.S. BANCORP SERVICE CENTER 12,628.79 08/20/2015 245449 VALERO MARKETING & SUPPLY COMP 12,459.76 08/20/2015 245450 VERIZON CALIFORNIA 748.37 08/20/2015 245451 VERIZON WIRELESS 3,510.45 08/20/2015 245453 WAGNER & BONSIGNORE 150.00 08/26/2015 245454 ALEJANDRO LOPEZ 710.01 08/26/2015 245455 APOLONIO RAMIREZ 1,777.04 08/26/2015 245456 BRANDON L CALLOWAY 259.06 08/26/2015 245457 BRYAN O BORDE 658.71 08/26/2015 245458 CARLOS ESCAMILLA 1,407.34 08/26/2015 245459 DANIEL AGUILAR-LOPEZ 85.46 08/26/2015 245460 DANIEL NUNEZ 254.91 08/26/2015 245461 DAVID MAGANA 103.52 08/26/2015 245462 DIONICIO CASTRO 1,609.13 08/26/2015 245463 ENRIQUE LLAMAS 1,603.65 08/26/2015 245464 EVERARDO RAMIREZ CASTRO 1,870.92 08/26/2015 245465 FRANCISCO ESPARZA 251.88 08/26/2015 245466 FRANCISCO J GONZALEZ 85.33 08/26/2015 245467 JAIME G MUNOZ 451.47 08/26/2015 245468 JAMES CIRIVELLO 288.81 08/26/2015 245469 JAVIER CASTRO GONZALEZ 691.82 08/26/2015 245470 JESUS CARRILLO 1,368.20 08/26/2015 245471 JORGE A LOPEZ PEREZ 151.03 08/26/2015 245472 JORGE L AGUILAR 1,035.35 08/26/2015 245473 JOSE MADRIGAL 251.22 08/26/2015 245474 LUIS M BASTIDA 1,238.72 08/26/2015 245475 LUIS MAGANA 457.41 08/26/2015 245476 MARCIAL MAGANA 543.70 08/26/2015 245477 MICHAEL VALDEZ 84.27 08/26/2015 245478 MOISES RAMIREZ 162.52 08/26/2015 245479 PHILLIP J RICHARDSON 715.49 08/26/2015 245480 RAFAEL AMEZOLA GARCIA 321.52 08/26/2015 245481 RAUL RODRIGUEZ 1,152.82 CHECK REGISTER AUGUST 1, 2015 - AUGUST 31, 2015 Page 5 of 9 PAYMENT DATE NUMBER VENDOR NAME AMOUNT 08/26/2015 245482 RICARDO PEDROZA 10.68$ 08/26/2015 245483 RICHARD C SESMA 375.89 08/26/2015 245484 ROSALIO R RODRIGUEZ 489.30 08/26/2015 245485 SERGIO RODRIGUEZ 141.98 08/26/2015 245486 STATE OF CALIFORNIA, DEPT OF INDUSTRIAL RELATIONS 595.80 08/27/2015 245487 East Highland Ranch 19,522.00 08/27/2015 245488 KENT RICHARDS 578.00 08/27/2015 245489 WAYNE BROWN 859.00 08/27/2015 245490 AMAZON.COM, LLC 44.53 08/27/2015 245491 AT&T 582.24 08/27/2015 245492 BOOT BARN, INC 194.84 08/27/2015 245493 BURGESS MOVING & STORAGE 873.13 08/27/2015 245494 CDW GOVERNMENT 1,498.34 08/27/2015 245495 CHEM-TECH INTERNATIONAL INC 2,948.24 08/27/2015 245496 CITY OF SAN BERNARDINO 1,558.70 08/27/2015 245497 COUNTY OF SAN BDNO FLEET 830.08 08/27/2015 245498 EMPLOYMENT DEVELOPMENT DEPT. 4,528.00 08/27/2015 245499 FAIRVIEW FORD SALES,INC 454.90 08/27/2015 245500 FEDERAL EXPRESS 63.02 08/27/2015 245501 FERGUSON ENTERPRISES INC 7,188.41 08/27/2015 245502 FLEET METAL BOX CORP 566.84 08/27/2015 245503 FRANCHISE TAX BOARD 36.00 08/27/2015 245504 HATFIELD BUICK 322.52 08/27/2015 245505 INLAND WATER WORKS SUPPLY CO 3,279.98 08/27/2015 245506 K & L HARDWARE 9.72 08/27/2015 245507 LAWSON PRODUCTS,INC 782.62 08/27/2015 245508 LEE & RO, INC. 4,900.96 08/27/2015 245509 LIEBERT CASSIDY WHITMORE LCW 130.00 08/27/2015 245510 LOCKHART INDUSTRIES, INC. 1,208.22 08/27/2015 245511 METROPOLITAN LIFE INS CO 162.12 08/27/2015 245512 MICHAEL J SYRKO, JR 1,024.92 08/27/2015 245513 NAPA AUTO PARTS /BOSS MOSS 208.79 08/27/2015 245514 PATTON'S SALES CORP 131.81 08/27/2015 245515 PC CONNECTION 318.45 08/27/2015 245516 PHOENIX HOME LIFE 81.86 08/27/2015 245517 POMONA VALLEY WORKSHOP 1,050.00 08/27/2015 245518 SAN BDNO PUBLIC EMPLOYEES ASSN 1,063.16 08/27/2015 245519 SCHUBERT ENTERPRISES INC 744.00 08/27/2015 245520 SHIRIN MALOO 70.00 08/27/2015 245521 SOUTHERN CALIF OCCUPATIONAL 120.00 08/27/2015 245522 SOUTHERN CALIFORNIA EDISON COMPANY 7,379.73 08/27/2015 245523 VERIZON CALIFORNIA 421.36 08/27/2015 245524 WILLDAN FINANCIAL SERVICES 990.71 08/27/2015 245525 ZEE MEDICAL INC. 119.57 CHECK REGISTER AUGUST 1, 2015 - AUGUST 31, 2015 Page 6 of 9 PAYMENT DATE NUMBER VENDOR NAME AMOUNT BANK DRAFTS 08/03/2015 DFT0001149 MERCHANT BANKCD 6,612.56$ 08/04/2015 DFT0001145 CALPERS/ MEDICAL 67,186.98 08/04/2015 DFT0001169 AMEX DISCOUNT 395.07 08/05/2015 DFT0001146 CA SDI Tax 10.88 08/05/2015 DFT0001147 Federal Payroll Tax 5.44 08/05/2015 DFT0001148 Medicare 35.06 08/05/2015 DFT0001150 VERIFONE INC 44.00 08/10/2015 DFT0001170 TRANSFIRST DISCOUNT 8,451.03 08/11/2015 DFT0001168 ACH DIRECT INC, ACH FEES 344.75 08/14/2015 DFT0001154 CA SDI Tax 1,894.07 08/14/2015 DFT0001155 CALPERS/ RETIREMENT 35,413.18 08/14/2015 DFT0001156 Federal Payroll Tax 28,445.57 08/14/2015 DFT0001157 Medicare 6,811.33 08/14/2015 DFT0001158 Social Security 317.22 08/14/2015 DFT0001159 State Payroll Tax 9,696.30 08/14/2015 DFT0001160 CALPERS/ DEFERRED COMPENSATION 11,656.94 08/14/2015 DFT0001161 STATE DISBURSEMENT UNIT 3,517.97 08/14/2015 DFT0001171 VERIFONE INC 22.00 08/24/2015 DFT0001177 CBB 3,579.00 08/24/2015 DFT0001183 VERIFONE INC 22.00 08/26/2015 DFT0001185 VERIFONE INC 22.00 08/28/2015 DFT0001173 CA SDI Tax 1,800.01 08/28/2015 DFT0001174 CALPERS, UAL PAYMENT 32,122.00 08/28/2015 DFT0001175 CALPERS/ DEFERRED COMPENSATION 11,731.94 08/28/2015 DFT0001176 CALPERS/ RETIREMENT 35,756.69 08/28/2015 DFT0001178 Federal Payroll Tax 26,189.52 08/28/2015 DFT0001179 Medicare 6,215.53 08/28/2015 DFT0001180 Social Security 742.08 08/28/2015 DFT0001181 STATE DISBURSEMENT UNIT 3,517.97 08/28/2015 DFT0001182 State Payroll Tax 8,635.80 ACH PAYMENTS 08/06/2015 10000442 ADS, LLC 1,500.00$ 08/06/2015 10000443 ASHOK K. DHINGRA DBA 8,850.00 08/06/2015 10000444 BENJAMIN PAK 3,840.00 08/06/2015 10000445 BUCHALTER NEMER 6,618.00 08/06/2015 10000446 CLEARFLY COMMUNATIONS 1,391.38 08/06/2015 10000447 DAVID HERNANDEZ 609.61 08/06/2015 10000448 FARMER BROS. CO 710.66 08/06/2015 10000449 FRED STAFFORD 570.17 08/06/2015 10000450 G & K SERVICES, INC 481.41 08/06/2015 10000451 GARY STURDIVAN 570.17 08/06/2015 10000452 GORDON GRANT 650.00 08/06/2015 10000453 HAAKER EQUIPMENT COMPANY 347.95 CHECK REGISTER AUGUST 1, 2015 - AUGUST 31, 2015 Page 7 of 9 PAYMENT DATE NUMBER VENDOR NAME AMOUNT 08/06/2015 10000454 JAMES BROWNING 650.00$ 08/06/2015 10000455 JANA FOX 491.19 08/06/2015 10000456 LANDS END INC 126.36 08/06/2015 10000457 MARIE RICCI 765.97 08/06/2015 10000458 MC CRAY ENTERPRISES 1,929.82 08/06/2015 10000459 MIKE HENDERSON 570.17 08/06/2015 10000460 MILLER SPATIAL SERVICES, LLC 11,405.00 08/06/2015 10000461 PLUS 1 PERFORMANCE 432.92 08/06/2015 10000462 POWERSTRIDE BATTERY CO. 312.17 08/06/2015 10000463 PSA PRINTING & MAILING SERVICES, INC 7,118.23 08/06/2015 10000464 REBECCA KASTEN 650.00 08/06/2015 10000465 STEVEN FARRINGTON 650.00 08/06/2015 10000466 THOMAS P ORTON 358.79 08/06/2015 10000467 USA BLUE BOOK 167.56 08/13/2015 10000468 CLINICAL LAB OF S B 4,898.50 08/13/2015 10000469 CORELOGIC SOLUTIONS INC. 315.00 08/13/2015 10000470 FILARSKY & WATT LLP 1,960.00 08/13/2015 10000471 FSA Only/East Valley Water District 1,428.75 08/13/2015 10000473 G & K SERVICES, INC 477.11 08/13/2015 10000474 G M SAGER CONSTRUCTION CO, INC 46,479.70 08/13/2015 10000475 INFOSEND, INC 52,761.35 08/13/2015 10000476 LINCOLN NATIONAL LIFE INS CO. 1,131.50 08/13/2015 10000477 LINCOLN NATIONAL LIFE INS CO. 655.38 08/13/2015 10000478 MANAGED HEALTH NETWORK 235.20 08/13/2015 10000479 PACIFIC COAST TOOL & SUPPLY 1,060.80 08/13/2015 10000480 POWERSTRIDE BATTERY CO. 188.65 08/13/2015 10000481 PSA PRINTING & MAILING SERVICES, INC 456.72 08/13/2015 10000482 SAFETY COMPLIANCE COMPANY 400.00 08/13/2015 10000483 UNDERGROUND SERVICE ALERT 109.50 08/13/2015 10000484 WAXIE SANITARY SUPPLY 44.66 08/20/2015 10000485 AIRGAS, USA LLC 117.89 08/20/2015 10000486 ASHOK K. DHINGRA DBA 10,635.00 08/20/2015 10000487 BENJAMIN PAK 5,120.00 08/20/2015 10000488 CIHIGOYENETCHE, GROSSBERG & CLOUSE 12,327.00 08/20/2015 10000489 CLIFF'S PEST CONTROL 258.00 08/20/2015 10000490 FARMER BROS. CO 895.16 08/20/2015 10000491 G & K SERVICES, INC 612.11 08/20/2015 10000492 JOSE MILLAN 80.00 08/20/2015 10000493 LEGEND PUMP AND WELL 624.30 08/20/2015 10000494 MILLER SPATIAL SERVICES, LLC 4,945.00 08/20/2015 10000495 MUFG UNION BANK N.A. 277,842.95 08/20/2015 10000496 MUFG UNION BANK, N.A. 48,733.97 08/20/2015 10000497 P.A.D. PALM AUTO DETAIL 1,185.00 08/20/2015 10000498 PSA PRINTING & MAILING SERVICES, INC 276.70 08/20/2015 10000499 RBF CONSULTING, MICHAEL BAKER INTERNATIONAL CO 31,053.81 CHECK REGISTER AUGUST 1, 2015 - AUGUST 31, 2015 Page 8 of 9 PAYMENT DATE NUMBER VENDOR NAME AMOUNT 08/20/2015 10000500 SMART UTILITY SYSTEMS LLC 11,325.00$ 08/20/2015 10000501 SUPER PENNY MARKET 1,000.00 08/20/2015 10000502 THE WINNER INDUSTRIAL SUPPLY INC 1,051.75 08/20/2015 10000503 VULCAN MATERIALS COMPANY 331.57 08/20/2015 10000504 WAXIE SANITARY SUPPLY 343.50 08/20/2015 10000505 WESTERN WEATHER GROUP INC 249.00 08/28/2015 10000506 BENJAMIN PAK 5,120.00 08/28/2015 10000507 BUCHALTER NEMER 327.00 08/28/2015 10000508 CIHIGOYENETCHE, GROSSBERG & CLOUSE 33,864.00 08/28/2015 10000509 CLIFF'S PEST CONTROL 285.00 08/28/2015 10000510 FSA Only/East Valley Water District 1,428.75 08/28/2015 10000512 G & K SERVICES, INC 477.11 08/28/2015 10000513 HAAKER EQUIPMENT COMPANY 381.34 08/28/2015 10000514 JOSE MILLAN 2,000.00 08/28/2015 10000515 KENNEDY/JENKS CONSULTANTS 1,719.98 08/28/2015 10000516 MC CRAY ENTERPRISES 192.60 08/28/2015 10000517 MILLER SPATIAL SERVICES, LLC 6,905.00 08/28/2015 10000518 MUSICK, PEELER & GARRETT LLP 29,632.04 08/28/2015 10000519 NETWORK FLEET, INC 99.80 08/28/2015 10000520 OFFICIAL PAYMENTS CORP. 30.80 08/28/2015 10000521 PACIFIC COAST TOOL & SUPPLY 105.13 08/28/2015 10000522 PLUS 1 PERFORMANCE 19.99 08/28/2015 10000523 SAFETY COMPLIANCE COMPANY 200.00 08/28/2015 10000524 VULCAN MATERIALS COMPANY 406.06 08/28/2015 10000525 WAXIE SANITARY SUPPLY 103.16 TOTAL 2,145,941.16$ CHECK REGISTER AUGUST 1, 2015 - AUGUST 31, 2015 Page 9 of 9 BOARD AGENDA STAFF REPORT Agenda Item #3. Meeting Date: September 23, 2015 Public Hearing To: Governing Board Members From: General Manager/CEO Subject: Resolution 2015.21 Adopt One Water One Watershed 2.0 Plan RECOMMENDATION: Adopt Resolution 2015.21, thereby adopting the Santa Ana Watershed Project Authority One Water One Watershed (OWOW) 2.0 Plan. BACKGROUND / ANALYSIS: In July 2015, the Santa Ana Watershed Project Authority (SAWPA) Project 22 Committee approved a pass through of Prop 84 grant funds for East Valley Water District to offset the cost of implementing Water Budget Based Rates approved by the Board on March 25th, 2015. As a condition of receiving this grant funding, and in accordance with requirements of the funding agreement between SAWPA and the Department of Water Resources, East Valley Water District has been asked to adopt SAWPA’s Integrated Regional Water Management Plan entitled ‘One Water One Watershed (OWOW) 2.0’. The OWOW 2.0 plan reflects a collaborative effort by agencies and other stakeholders within the Santa Ana Watershed to shift from a goal of affordable water for a growing economy, which relied on imported water, to a strategy of water demand reduction. One idea promoted by the plan to help reduce demand, is the implementation of rate structures that encourage conservation. East Valley Water District’s Water Budget Based Rates were designed precisely for that purpose, making the cost of implementing the rates eligible for SAWPA reimbursement provided EVWD adopts the OWOW 2.0 plan. The executive summary of the OWOW 2.0 Plan is attached, and the entire 1,500 page plan document has been made available for public inspection on CD. In addition, the public notice requirements under Government Code §6066 have been met, allowing the Board to consider and adopt Resolution 2015.21 and OWOW 2.0 at this public hearing. Staff recommends adoption of Resolution 2015.21 adopting SAWPA’s OWOW 2.0 Integrated Regional Water Management Plan. AGENCY IDEALS AND ENDEAVORS: I deals and Endeavor I V - Fully Understand Challenges To Cultivate Effective Solutions (C) - Pursue alternative f unding sources FISCAL IM PACT : I mplementation costs of $329,795 are eligible f or reimbursement from SAW PA. Respectfully submitted: Recommended by: John Mura General Manager / CEO Brian Tompkins Chief Financial Officer ATTACHMENTS: Description Ty pe Resolution 2015.21 OW OW 2.0 Resolution Letter Executive Summary Backup Material RESOLUTION NO. 2015.21 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE EAST VALLEY WATER DISTRICT ADOPTING “THE ONE WATER ONE WATERSHED 2.0” SANTA ANA WATERSHED INTEGRATED REGIONAL WATER MANAGEMENT PLAN WHEREAS, The Santa Anna Watershed Project Authority (“SAWPA”) is a joint powers agency made up of Eastern Municipal Water District, Inland Empire Utilities Agency, Orange County Water District, Western Municipal Water District, and San Bernardino Valley Municipal Water District (“SAWPA Member Agencies”); and WHEREAS, SAWPA, working with stakeholders and partners throughout the Santa Ana River Watershed prepared the “One Water One Watershed 2.0” which is an integrated regional water management plan reflecting a collaborative planning process that addresses all aspects of water resources in the watershed over a 20 year time horizon. The management plan further contemplates multi-beneficial projects and programs promoting integrated regional solutions supporting local reliability and local prioritization with respect to water supply, water quality, recycled water, storm water management, water use efficiency, land use, energy, climate change, habitat, and disadvantaged communities and tribes; and WHEREAS, East Valley Water District (“EVWD”) will benefit from the One Water One Watershed 2.0 Management Program and, to simplify grant applications submitted to the Department of Water Resources, SAWPA has asked the EVWD, among others, to adopt the One Water One Watershed 2.0 Management Program; and WHEREAS, EVWD has published a Notice of Public Hearing on its intention to adopt the One Water One Watershed 2.0 Management Program in a newspaper of general circulation in accordance with the requirements of Government Code, Section 6066; and WHEREAS, on September 23, 2015, a public hearing was held and all persons desiring to be heard at the public hearing were given the opportunity to present their views to the Board of Directors concerning adoption of the One Water One Watershed 2.0 plan. NOW THEREFORE, BE IT RESOLVED by the Board of Directors of the East Valley Water District as follows: 1. EVWD hereby adopts the One Water One Watershed 2.0 Santa Ana Watershed Integrated Regional Water Management Plan. 2. This Resolution shall be effective as of the date of adoption. ADOPTED this 23rd day of September, 2015. _________________________________________ JAMES MORALES, Jr. Chairman of the Board _________________________________________ JOHN MURA Secretary 1 | E x e c u t i v e S u m m a r y The Santa Ana River Watershed faces enormous challenges as it strives to adapt to changing conditions, many of which are at an unprecedented scale in its modern history. The watershed’s population, already one of the most densely populated in the State, continues to grow and urbanize, increasing demands on water supply, water quality, and flood management. Even with its plentiful groundwater resources, several basins now are experiencing declining groundwater levels and overdraft conditions. With the uncertainties of climate change and its impacts, environmental concerns are taking even greater precedence than they ever have in the past, affecting how we manage water for the future. Most agree that the water management approaches of the past several decades are no longer sustainable in today’s environment and economic climate. And most agree that a more integrated and collaborative approach to water resource management will show tremendous promise to water resources everywhere. But in the Santa Ana River Watershed, this approach is not new; it has been our practice and legacy since the first integrated plan was approved by the Santa Ana Watershed Project Authority (SAWPA) Commission in 1998. In a nutshell, the goal of yesteryear was affordable water for a growing economy. But over time, the goal has changed to become a more complicated balancing act of environmental sustainability, quality of life and, economic growth in a changing environment dominated by water and financial scarcity. The strategy to achieve this goal is integrated water management. This means the various silos of water supply, flood management, water quality, ecosystem restoration, and recreation are brought together as one. Another way to think about it is that while the drop of water may at different times be characterized by different elements, it is still the same drop of water. 2 | E x e c u t i v e S u m m a r y The benefits of this approach are better coordination across functions that are often managed separately and across a broader geographic scale larger than the boundaries of individual agencies. Through integration at the watershed scale, economic and environmental performance is more effectively balanced. This water resource planning approach based on a watershed basis has even been recognized by independent review, objective and nonpartisan research organizations such as the Public Policy Institute of California, which cited SAWPA as an excellent example of integrated water management in the State. The Santa Ana River Watershed continues to progress with many “bright spots” and pilot projects accomplished to date. The use of sophisticated “big data” analytics continues to set us apart, resulting in a more robust watershed and a very competitive position to compete for State and Federal funds. The “One Water One Watershed” (OWOW) 2.0 Plan is the Santa Ana River Watershed’s integrated regional water management (IRWM) plan. This plan reflects a collaborative planning process that addresses all aspects of water resources in a region or watershed, in our case. It includes planning of future water demands and supplies over a 20-year time horizon within the watershed as a hydrologic and interconnected system. The plan represents collaboration across jurisdictions, and political boundaries involving multiple agencies, stakeholders, individuals, and groups; and attempts to address the issues and differing perspectives of all the entities involved through mutually beneficial solutions. The plan reflects a new suite of innovative approaches that instead of relying solely on continued imported water deliveries to meet growing water demands in the region, is leading with a water demand reduction strategy. These approaches include the following:  Multi-beneficial projects and programs that are linked together for improved synergy  Proactive innovative, and sustainable solutions  Integrated regional solutions supporting local reliability and local prioritization  Watershed based project and programs that effectively leverage limited resources, promote trust and produce a greater bang for the buck  Integrates water supply, water quality, recycled water, stormwater management, water use efficiency, land use, energy, climate change, habitat, and disadvantaged communities and tribes  Coordinates resources so that water is used multiple times o Manages stormwater for drinking water o Treats wastewater for irrigation and groundwater replenishment o Builds or modifies parks to support water efficiency, ecosystem habitat, and stormwater capture o Improves water quality pollution prevention o Addresses energy and water nexus SAWPA ‘s approach – coordination, cooperation, and integration of water agencies to pool resources and manage water at the basin scale-is one of California’s best models for integrated water management. Public Policy Institute of California 2011 “Managing California’s Water – From Conflict to Reconciliation” 3 | E x e c u t i v e S u m m a r y The OWOW 2.0 Plan was funded by the SAWPA member agencies with grant funding assistance from the California Department of Water Resources (DWR) through the Proposition 84 IRWM Planning Grant program, and a funding partnership from the U.S. Bureau of Reclamation (Reclamation) through their Basin Studies program. Work with Reclamation, the State, local and non-profit organizations provided the OWOW 2.0 Plan with the necessary resources to expand outreach and support that ultimately will create more cost effective integrated water resource management solutions. In the final analysis, the prescription for success is clear; we need to “double down” on integrated water management, strengthen the alignment among all government agencies, and invest in innovation and infrastructure. For the Santa Ana River Watershed, the road map for this success is our IRWM plan known as the OWOW Plan. The emphasis of this new OWOW 2.0 Plan is that all people are encouraged to adopt a water ethic that focuses on understanding where their water comes from, how much they use of it, what they put into water, and where it goes after they finish using it. To meet growing water demands in the region, a new suite of approaches to planning are needed now that lead with a water demand reduction strategy. Analysis and Support Tools To support implementation of the OWOW 2.0 Plan, SAWPA in conjunction with its funding partners, conducted research and analyses on climate change impacts to the watershed, and developed a variety of new computer support tools to support our modern water management goals. Under this Plan, new resource tools and analyses were developed to help water resource managers adapt to changing climate conditions, support project proponents in better integrated solutions, assist analysis of watershed performance over time, and provide the public better access to water quality for beneficial use. Through the work of Reclamation, an interactive climate change modeling tool was developed to provide water planners with information on potential impacts of climate change within the Santa Ana River Watershed. This tool provides a simplified modeling framework for evaluating climate change impacts, as well as mitigation/adaptation alternatives. The climate change tool enables the user to explore, identify, and download custom climate change data for various scenarios modeled for the Santa Ana River Watershed. Some of the results of the climate change analysis for the watershed that address common public concerns are as follows: Will surface water supply decrease?  Annual surface water is likely to decrease over future periods.  Precipitation is projected to show long-term slightly decreasing trends.  Temperature is projected to increase, which will likely cause increased water demand and reservoir evaporation.  Snow melt water runoff is projected to decrease. Will I still be able to go skiing at Big Bear Mountain Resorts?  The projected warmer temperatures would result in a delayed onset and shortened ski season. Both 4 | E x e c u t i v e S u m m a r y Big Bear Mountain Resorts lie below 3,000 meters and are projected to experience declining snowpack that could exceed 70% by 2070. How many more days over 95°F are expected in Anaheim, Riverside, and Big Bear City?  By 2070, it is projected that the number of days above 95°F will quadruple in Anaheim (4 to 16 days) and nearly double in Riverside (43 to 82 days). The number of days above 95°F at Big Bear City is projected to increase from zero days historically to four days in 2070. Another powerful tool that Reclamation developed under the OWOW 2.0 Plan is an interactive green house gas (GHG) modeling tool to provide water planners and the public about the impacts of GHG within the Santa Ana River Watershed. This tool enables the user to explore, identify and download custom GHG data for a suite of water technologies modeled for the Santa Ana River Watershed. It also will exhibit energy consumption in the delivery and treatment process with relation to water. In accordance with AB – 32, which requires regions to reduce their overall GHG emissions, the tool also evaluates both water supply and demand in the Santa Ana River Watershed. This tool will prove to be very useful within the watershed because it allows users to calculate different scenarios, which can be used to compare each outcome and result. Further, the tool can be adapted to individual projects and is anticipated for use in future GHG emissions calculations by project proponents. Santa Ana River Watershed Water Quality Tools SAWPA, partnering with the Santa Ana Regional Water Quality Control Board and local stakeholders, has developed a suite of tools to provide water planners and the public access to water quality information relating to designated beneficial uses, water quality objectives, and water quality data for water bodies and waterways within the Santa Ana River Watershed. Watershed Assessment Tool, Plan Performance and Monitoring In order to track progress, SAWPA has developed a system to monitor the implementation of the OWOW Plan and projects implemented under OWOW. The monitoring takes place at two levels, the plan level and project level, to:  Ensure progress is being made toward meeting objectives of the Plan  Ensure specific projects identified in the Plan are being implemented as planned in terms of schedule, budget, and technical specifications  Identify potential necessary modifications to the Plan or to specific projects, to more efficiently and effectively accomplish the goals and objectives of the Plan  Provide transparency and accountability regarding the disbursement and use of funds for project implementation To tie the plan and project monitoring together, SAWPA recognized the need for an interface process of measuring progress on meeting the goals and objectives, as well as the health of the Santa Ana River Watershed. SAWPA engaged the services of the Council for Watershed Health, a nonprofit organization, and Dr. Fraser Shilling of the University of California, Davis to develop a watershed assessment framework for the Santa Ana River Watershed. The Council and Dr. Shilling worked with the OWOW Pillars, workgroups of experts and stakeholders organized generally based on water resource management strategies, to update the watershed management goals, establish planning targets, and 5 | E x e c u t i v e S u m m a r y utilize data indicators from existing datasets to track progress. With the input of SAWPA staff, a new tracking computer tool was created, incorporating this work that will allow managers to evaluate and assess progress, and assure actionable results for implementation. Vision, Mission and Challenges Under OWOW 1.0, the vision for the watershed was developed and continues under the OWOW 2.0 Plan as follows: 1. A watershed that is sustainable, drought-proofed and salt-balanced by 2035, and in which water resources are protected and water is used efficiently 2. A watershed that supports economic and environmental viability 3. A watershed that is adaptable to climate change 4. A watershed in which environmental justice deficiencies are corrected 5. A watershed in which the natural hydrology is protected, restored, and enhanced 6. A water ethic is created at the institutional and personal level The mission of the OWOW Plan is to create opportunities for smarter collaboration to find sustainable watershed- wide solutions among diverse stakeholders from throughout the watershed. Clinging to the path of yesteryear will place us at greater risk of producing results with limited impact and unintended consequences. Our 21st Century plan creates a blueprint for more effective water resource management by using data and tools to keep us better informed and allowing us to be more productive in using less energy and producing less GHG emissions. To achieve this vision and mission, stakeholders must address four major threats, which we have dubbed the Four Horsemen of the Apocalypse: 1) Climate Change resulting in reduced water supplies combined with increased water needs in the region; 2) Colorado River Drought Conditions resulting in pressures on imported supply due to upper basin entitlements and continued long-term drought; 3) San Joaquin-Bay Delta Vulnerability resulting in loss of supply due to catastrophic levee failure or changing management practices of the Delta; and 4) Population Growth and Development resulting in interruptions in hydrology and groundwater recharge while increasing water needs. To implement OWOW 2.0 and adjust to current affairs, SAWPA and stakeholders needed to adapt to address the new challenges, the Energy and Fiscal Crises. The Four Horsemen of the Apocalypse herd has grown to six. The Fiscal Crisis reflects the impacts of the Great Recession commonly marked by a global economic decline that began in December 2007, and took a particularly sharp downward turn in September 2008. Some say the epicenter was the Inland Empire. By late 2013, the recession remains a part of our lives resulting in far fewer State and Federal funds, and State bond funding being deferred each year as the realization that they would not likely be supported by the California electorate. 6 | E x e c u t i v e S u m m a r y Recent energy developments such as the closure of the San Onofre Nuclear Generating Station, have forced us to recognize the water-energy nexus and the need to address our energy needs and escalating costs for delivering energy. Energy costs can be reduced by water agencies through energy efficiency measures, while teaching the public that water conservation equates to energy conservation and thus money saved. Goals, Objectives, Targets and Indicators As previously stated, in order to achieve the watershed’s vision, the Pillars worked with the Council of Watershed Health on updating the goals and objectives for the OWOW 2.0 Plan as part of the new watershed assessment framework. The Pillars and the Council selected five areas: water supply, hydrology, open spaces, beneficial uses, and effective and efficient management. Using these newly defined goals and objectives, an assessment process was established that will assure actionable results for implementation. Thereafter, the new goals and objectives were shared with the Steering Committee for their acceptance. Planning targets within the watershed along with data indicators were developed to track progress and allow measurement of the extent to which the plan objectives are being met. To achieve the updated goals and objectives, resource and broad management strategies were investigated through work of the Pillars. Quantifiable planning targets were developed in conjunction with the 20-year planning horizon of Year 2035. 7 | E x e c u t i v e S u m m a r y The targets and indicators are listed in Chapter 4.3, Planning Targets. Goals Performance Targets for 2035 Maintain reliable and resilient water supplies and reduce dependency on imported water •Conserve an additional 256,500 AFY of water through water use efficiency and conservation measures •Create 58,000 AFY using a combination of additional wells, treatment, conjunctive use storage and desalination of brackish groundwater •Increase production of recycled water by 157,000 AFY •Increase both centralized and distributed stormwater capture and recharge by 132,000 AFY •Develop 54,000 AFY of ocean water desalination Manage at the watershed scale for preservation and enhancement of the natural hydrology to benefit human and natural communities •Reduce flood risk in 700 acres using integrated flood management approaches. •Remove 500,000 cubic yards of sediment from debris basins and reservoirs Preserve and enhance the ecosystem services provided by open space and habitat within the watershed •Preserve or restore 3,500 acres of terrestrial aquatic habitat •Construct 39.5 miles of additional Santa Ana River Trail and Parkway Protect beneficial uses to ensure high quality water for human and natural communities • Reduce non-point source pollution by treating an additional 35 MGD of surface and stormwater flow, emphasizing higher priority TMDL areas • Remove an additional 25,000 tons of salt per year from the watershed Accomplish effective, equitable and collaborative integrated watershed management •Engage with 50% (approximately 35) Disadvantaged Communities within the watershed •Engage with 100% of the Non-Federally Recognized Tribes in the watershed OWOW Planning Process SAWPA officially launched its OWOW 2.0 planning effort on April 20, 2011, with the signing ceremony of the agreement with Reclamation. The work commenced in earnest with the first meeting with the Pillar Co-chairs. Regular workshops throughout the watershed were held with more than 100 agencies and non-profit organizations spanning Riverside, San Bernardino, and Orange counties. From the very beginning, the process has been open to and has received the participation of representatives from all 8 | E x e c u t i v e S u m m a r y geographic regions and political jurisdictions within the watershed, and from diverse representatives of different sectors of the community (governments, water agencies, the development and environmental community, and the public). As with the OWOW 1.0 Plan development, the OWOW 2.0 Plan utilized a “bottom up” approach for governance and involvement. Every effort was made to encourage the development of a shared vision and the involvement and participation of all watershed stakeholders in key discussions of major water resource issues, concerns, problems, goals, and objectives, with a particular focus on supporting multi- beneficial system-wide implementation. By expanding the involvement and collaboration to the on-the- ground level, greater buy-in and support were realized for this planning development process. OWOW 2.0 Governance As with OWOW 1.0, the OWOW 2.0 Plan is led by an 11-member Steering Committee composed of elected officials from counties and cities in the watershed, representatives from the environmental, regulatory, and business communities, and representatives from SAWPA. The Steering Committee’s role is to serve as the developer of integrated regional water management goals and objectives for the watershed, and to act as the oversight body that performs strategic decision making, crafts and adopts programmatic suites of project recommendations, and provides program advocacy necessary to optimize water resource protection for all. The Steering Committee is supported by technical experts assembled into ten groupings (known as Pillars), generally aligned along major water resource management strategies, but renamed under the OWOW 2.0 Plan to reflect greater integration and synergy. 9 | E x e c u t i v e S u m m a r y While SAWPA facilitates the planning process and provides technical input and support through its staff and consultants, the development of the goals and strategies of the Plan, as well as the decision making process, are under the purview of the Steering Committee and the SAWPA Commission, with support of the Pillars and with consideration to comments from the public. Pillar Work and Key Findings Under OWOW 2.0, more emphasis is being placed on the watershed scale, and multi-benefit and multi- purpose solutions. Multi-beneficial projects and greater diversification of water management approaches are achieved through greater collaboration and cooperation, building trust among stakeholders, viewing the watershed as a hydrologic whole, working in concert with nature, and seeing each problem as interrelated that provides opportunities for synergy and efficiencies. These OWOW guiding principles were shared with the Pillars and the watershed stakeholders on multiple occasions. In preparation for the next phase of OWOW 2.0 planning, SAWPA directed that the OWOW 2.0 Plan was not intended to be merely an update of previous planning data from the OWOW 1.0 Plan, but rather would focus on identifying integrated and watershed-wide implementation actions. To achieve this, SAWPA conducted innovative brainstorming processes with the Pillars utilizing the experience and skills of local experts to inspire and promote integrated system-wide implementation actions that address water resource challenges in the Santa Ana River Watershed. Starting in September of 2011, three well known water resource experts dubbed the “Master Craftsmen”, were tasked to develop a list of conceptual project concepts and to describe the spatial, temporal, regulatory, economic, political, and physical barriers that impair the ability to implement 10 | E x e c u t i v e S u m m a r y watershed-based implementation actions that support the vision articulated in the OWOW Plan. From these Master Craftsmen meetings, a white paper was developed that identifies 13 key examples of watershed-based water resource management concepts that, when implemented, would provide tangible and measurable benefits by removing impairments. These watershed-based concepts are ideas, vetted by the Pillars, and provide significant additional benefits such as habitat restoration and increased habitat connectivity. Two types of concepts were included: (1) those that require implementation of capital projects, and (2) those that are programmatic and focus on establishment of regional management practices or policies that increase sustainability of existing resources. These ideas and concepts were approved by the Steering Committee and the SAWPA Commission. Thereafter, the Pillars commenced their respective meetings over the following 18 months of the OWOW 2.0 planning. They investigated new regional implementation actions within their Pillars that could lead to multiple, integrated benefits that, in turn, could be linked and integrated with other Pillar implementation actions. In addition to conceptual implementation actions, the Pillars developed key findings that will support implementation described as follows: Water Use Efficiency Pillar – Key Findings  Water use efficiency practices remain the number one water resource management priority for the watershed.  Agencies and their partnerships with each other and private industry will continue to collaborate and develop new programs promoting water use efficiency.  The ultimate goal will be to get water customers to automatically base decisions on what is the most water efficient way to plan, implement, and maintain devices and landscapes. This will require customer education and continued incentives to promote water use efficiency.  Landscape demonstrates the greatest potential for water savings. Therefore, the Water Use Efficiency Pillar will move forward with collaborative projects that primarily emphasize outdoor efficient use of water. Water Resource Optimization Pillar - Key Findings Based on the work of the Water Resource Optimization Pillar, the projected supplies and demands for the average year are as follows: 11 | E x e c u t i v e S u m m a r y A key finding from this Pillar’s analysis is that with implementation of the 20% water demand reductions by 2020, as well as a reliability margin of 10%, water supplies will be adequate to meet demands through the 20-year planning horizon or Year 2035. This evaluation also was conducted for the single year, the historical year that received the lowest amount of imported water, and the multi-year drought, three- year period that received the lowest amount of imported water. Their findings show that the watershed in the aggregate will be able to meet its demands in a single year drought with a reliability margin of 11% in 2035, and for a multi-year drought of 13% in 2035. The watershed is able to make it through these drought years by relying on the native water, precipitation as surface water and precipitation as groundwater, and imported water storage programs that store water when it is available during wet periods for use during drought periods, and on recycled water that is not impacted by weather. The Water Resource Optimization Pillar concludes that there is more to be done to ensure water supply reliability for the future. This is particularly true in the face of climate change that may impact local precipitation patterns, the need for intra-basin transfers to maintain groundwater levels, the State- defined mandate for regions to become less dependent on Delta imported water, and a significant funding requirement of water use efficiency and infrastructure to meet future demands. Beneficial Use Assurance Pillar - Key Findings  Surface water quality monitoring is not coordinated within the watershed leading to duplicative sampling in some areas and inadequate sampling in others. Work on a plan to improve coordination and development of a regional approach to monitoring that will generate better information and be less expensive.  New statewide regulations setting biological objectives and nutrient objectives for surface water are being developed and will be a compliance challenge for wastewater agencies. Participate in rule making process to support development of policies and regulations that are effective and efficient. 12 | E x e c u t i v e S u m m a r y  A small number of small water systems in operation within the watershed that do not have resources for monitoring and proper operations and maintenance, may result in drinking water provided to customers that is in violation of drinking water standards. Work with California Department of Public Health and county health departments to identify small system water providers, if any, which need assistance with providing safe drinking water. Develop a plan to address any small system water providers that need assistance.  Sediment deposition in some areas creates water quality impairments, reduces aquatic habitat, and reduces water conservation storage. Reduced sediment flow downstream of dams causes armoring of river/creek beds resulting in reduction in percolation capacity, aquatic habitat, and beach replenishment. Support USACE/OCWD Prado Basin Sediment Management Demonstration Project and Newport Bay Stakeholders to reduce sediment load into Upper Newport Bay. Land Use and Water Planning Pillar – Key Findings  Water supply agencies should be consulted early in the land use decision-making process regarding technology, demographics and growth projections.  City and county officials, the watershed stakeholders, Local Agency Formation Commissions, special districts and other stakeholders sharing watersheds should collaborate to take advantage of the benefits and synergies of water resource planning at a watershed level.  Plans, programs, projects and policies affecting land use and water should be monitored and evaluated to determine if the expected results are achieved and to improve future practices.  Limited, accessible, and low-cost, outdoor recreational opportunities should be promoted throughout the watershed. Stormwater: Resource and Risk Management Pillar – Key Findings  Comprehensive and integrated stormwater management projects driven by a multi-stakeholder project paradigm can more effectively and efficiently address watershed needs. Such projects can assist stakeholders to achieve compliance with the Municipal Stormwater National Pollutant Discharge Elimination System Permits (MS4 Permits), while increasing capture of stormwater and other flows and groundwater recharge using favorable cost benefit approaches.  Reducing the risk of loss of life and property damage due to flooding remains a high priority within the Santa Ana River Watershed. The completion of the Santa Ana River Mainstem Project will reduce the risk of a catastrophic flood event in the Santa Ana River Watershed. However, there remains significant flood risk related to tributary watercourses within the watershed, compounded by potential impacts of wildfires and earthquakes. Natural Resources Stewardship Pillar – Key Findings  A plan for sustainable management of conservation areas with targeted restoration efforts is essential for preventing further deterioration of habitat. Consideration for characteristics of each of the main habitat types: Chaparral/forest, Alluvial fan; Riparian, Wetland, and Coastal and their specific ecosystems, require habitat-specific management plans and restoration criteria.  Creating sustainable wildlife corridors requires land use planning coordinated across jurisdictional boundaries. Cooperation also must take place among all of the current regional conservation plans, mitigation providers, resource conservation districts, and non-profit conservation organizations. 13 | E x e c u t i v e S u m m a r y  Consensus among all agencies and organizations with ownership/stewardship over areas of the Santa Ana River Mainstem and tributaries should be sought that provides for long-term protection of areas where habitat restoration efforts are occurring or need to occur. This kind of cooperative agreement will be critical to the ability of governmental and non-profit organizations to secure mitigation funding to do the necessary habitat restoration work needed in the watershed.  Grant and bond funding in the watershed have funded the removal of thousands of acres of invasive plants, initial and ongoing restoration of habitat areas, biological monitoring of sensitive species, and conservation of habitat areas. All of these sources and more should continue to support restoration and ongoing maintenance.  Much of the remaining invasive plant biomass and areas that could benefit from re-establishment activities (removal of invasive species followed by long-term, active planting and biological monitoring) in the watershed is on land owned by Federal, State, and local governments for purposes other than water-oriented habitat conservation. These are prime lands for future habitat restoration projects with multi-use and benefit. Operational Efficiency and Water Transfers Pillar – Key Findings  Expand compliance with the SBx7-7 and implement projects that reduce per capita water usage by more than 20 percent by the year 2020.  Create/ expand supply and system reliability during drought, emergency, and peak demand situations.  Create/expand coordination with other agencies in the area and develop regional water management strategies that would increase conservation and local water supplies.  Create/expand local recycled water reuse program(s) in the area with an OWOW 2.0 goal of 157,000 acre feet per year.  Develop/Implement projects that protect groundwater resources, the environment and consider storage and transfers. These projects are important to assure that water is readily availability in the right place when we need it. This can be overcome with storage and transfers. Disadvantaged and Tribal Communities Pillar – Key Findings  Engaging Disadvantage Communities (DACs) and Tribes in water and related resources planning through effective outreach is good for both the community and the water sector itself. There are distinct differences due to cultural and historic context. Both need their voices heard during proposed project development.  Today, DACs and some Tribes face critical and serious water and related resources challenges, such as failing septic systems, isolation, language barriers, flood risk, and lack of funding and or resources. It is imperative that the water sector and its key stakeholders recognize proposed DAC and Tribe water project needs, and engage these communities early in the process. The OWOW 2.0 process recognizes the various funding needs for DACs and Tribes, and the Federal and State funding programs available to them.  From engaging and speaking with DAC residents and attending Tribal Council meetings, it is evident that there is a need for continuous networking resulting in consensus based development and implementation of project solutions. 14 | E x e c u t i v e S u m m a r y Government Alliance Pillar – Key Findings  Ensure that Federal and State agencies effectively partner in the management of water and other resources within the watershed, and consider other Pillars’ perspectives in their support of OWOW goals and objectives.  Periodically publish updates of the Resource Guide and post them on SAWPA’s website.  Use the Resource Guide’s agency contacts, and assure that steps are taken to keep all information current.  Continue coordination with various governmental agencies, as appropriate, for all proposed projects, initiatives, and integrated water and related resources activities to help identify necessary environmental compliance requirements and or potential areas of conflict. Energy and Environmental Impact Response Pillar – Key Findings  Annual surface water is likely to decrease over future periods with precipitation showing somewhat long-term decreasing trends. Temperature will increase, which is likely to cause increased water demand and reservoir evaporation. Projected decreases in precipitation and increases in temperature will decrease natural recharge throughout the basin.  Management actions such as reducing municipal and industrial water demands or increasing trans- basin water imports within the watershed may be required to maintain current groundwater levels.  Warmer temperatures likely will cause Jeffrey Pines to move to higher elevations and may decrease their total habitat. Forest health also may be influenced by changes in the magnitude and frequency of wildfires or infestations. Alpine ecosystems are vulnerable to climate change because they have little ability to expand to higher elevations.  Increasing temperatures will result in a greater number of days above 95°F in the future. The number of days above 95°F gets progressively larger for all cities advancing into the future.  Simulations indicate a significant increase in flow for 200-year storm events in the future. The likelihood of experiencing what was historically a 200-year event will nearly double (i.e. the 200-year historical event is likely to be closer to a 100-year event in the future). Findings indicate an increased risk of severe floods in the future, although there is large variability between climate simulations.  Sea level rise is likely to inundate beaches and coastal wetlands and may increase coastal erosion. The effects on local beaches depend upon changes in coastal ocean currents and storm intensity, which are highly uncertain at this time. Sea level rise will increase the area at risk of inundation due to a 100-year flood event.  Existing barriers are sufficient to deter seawater intrusion at Talbert and Alamitos gaps under a 3- foot rise in sea levels. However, operation of barriers under sea level rise may be constrained by shallow groundwater concerns. To further enhance the integration and linkages among the recommended conceptual implementation actions suggested by the Pillars, Pillar Integration Workshops were conducted by SAWPA throughout the OWOW 2.0 Plan development period. The integration workshops included discussion of system-wide regional or watershed scale implementation actions, addressing different components of the hydrologic cycle, evaluating linkages among proposed projects/programs, and developing and identifying synergy among projects and programs to create anew. 15 | E x e c u t i v e S u m m a r y OWOW 2.0 Plan – Future Implementation During the last two years, Pillars have been working together to write the next integrated water plan, OWOW 2.0. The Broad Planning/Management Guidance Strategies were distilled from that work and will serve to guide future planning and management in the watershed. The strategies reflect a change in thinking about water resource management. Historically, water activities were organized into different silos, and managers worked to achieve separate and individual goals that were thought to be unrelated. The water supplier’s goal was to deliver water for a growing population and economy. The flood control manager’s goal was to channelize stormwater to get it out of the community before it could harm people and property. The wastewater manager’s goal was to highly treat wastewater before it is discharged into the river or ocean to be carried away. Managing the watershed and water resources as done in the past realized narrow singular goals, but did so with tremendous unintended consequences. The list of endangered species only grew longer, as did the list of impaired water bodies. Societal values have changed, water and funds are scarcer, and together we have realized that the old way is no longer viable. These Broad Planning/Management Guidance Strategies are not projects or programs themselves. These strategies represent a shift from remediation to protection. It is the opportunity to be proactive rather than reactive. This can facilitate the vision we want, a sustainable and productive watershed, rather than only focusing on solving the problems that past practices have created. 16 | E x e c u t i v e S u m m a r y These watershed planning and management strategies are separate and distinct from priorities assigned to evaluate projects for funding that are often dependent on the grant sponsoring agency criteria. These Planning/Management Strategies are meant to guide planning efforts and are in no particular ranked or priority order as shown below.  Demand Reduction and Water Use Efficiency Water use efficiency practices remain a key resource management priority for the watershed and a cost effective tool for reducing the gap between available supplies and projected demand. This is reflected through a reduced per capita water use as well as potentially reduced commercial and industrial water use. Although significant progress is anticipated with mandated reductions through 20% by 2020 legislation, more can be done. Many water use efficiency actions have been implemented locally, but these can be scaled watershed-wide. These include water rates structures that encourage conservation, also known as budget-based water rates, garden friendly landscaping and landscape ordinance application, smart controllers and irrigation nozzles, and turf buy-back programs, to name a few. The last acre foot of water is often the most expensive, reducing that cost goes far to keep water rates stable. Monitoring data shows wasteful irrigation runs off yards, down streets and culverts collecting pet waste and pollution until it hits the receiving water with a toxic slug causing beach closures and fish kills. At great expense, cities have been tasked to clean up this dry weather urban runoff pollution. This cost can be avoided with successful water use efficiency. It is understood too that there is a direct link of water use efficiency with energy efficiency and GHG emission reduction.  Watershed Hydrology and Ecosystem Protection and Restoration Implementing cost effective programs will protect and restore our watershed’s ecosystem and hydrologic system so that it will sustainably produce the array of services including water resources. Recognizing that the Santa Ana River Watershed has multiple interrelated parts, a holistic approach to solving issues of supply, quality, flood, and ecosystem management is necessary. This approach recognizes that in order to achieve a healthy productive watershed, improvements starting at the top of the watershed with a healthy and managed forest effectively support downstream stormwater attenuation and runoff capture and water quality improvement. The emphasis is on source control rather than end-of-pipe treatment as a best management practice. Implementation actions under this priority include forest management, pollution prevention, low impact development, stormwater capture and flood management, and MS4 stormwater implementation.  Operational Efficiency and Transfers Cooperative agreements arising from water transfers, exchanges, and banking can resulted in better use of water resources. With the rich groundwater storage opportunities available in the watershed, expanding the groundwater storage with a variety of available water sources can be more much more cost effective than new surface storage. Such agreements will result in our ability to stretch available supplies and replace the storage lost by a shrinking snowpack. Projects under this category occur by collaboration and cooperation among the multitude of agencies and entities in the watershed, and agencies that import water into the watershed, expanding on the many past successful water agreements within the watershed. New banking agreements can represent both habitat mitigation 17 | E x e c u t i v e S u m m a r y banking as well as groundwater banking. These agreements only can occur by entities working together and opening doors to improved efficiency and increased water supply reliance.  Innovative Supply Alternatives This strategy recognizes the need for more progress in a portfolio approach with expansion of innovative and effective 21st Century technology for water production, recycling, pumping, and desalinization. Traditionally these projects serve as an important component to achieving water supply reliability. Moving forward, a broader range of tools is available to us to serve both economic and environmental objectives. Projects under this category provide multiple benefits and thus can be mutually reinforcing. Brackish desalination and salinity management are necessary to sustain local supplies. Salinity management is essential for groundwater basin health in the watershed.  Remediation and Clean up Another strategy is implementing Total Maximum Daily Loads (TMDLs) and pollution remediation. Projects under this category must reflect projects that have region wide benefit, are integrated and have multiple benefits without a focus only on local or single purpose needs. Under this strategy, the focus is on preventing pollution and dealing with the pollution that has already occurred. This reflects a desire to duplicate the successes already established in the watershed to prevent and remediate pollution. The Broad Planning/Management Guidance Strategies were presented and discussed with the Pillars and other stakeholders for possible prioritization of the five strategies. The feedback received is that all five strategies are a priority to the watershed. But as stakeholders of the watershed, entities are encouraged to consider the long term watershed planning approach as they consider competing alternatives to meet needs and give more merit or attention to strategies such as water use efficiency that has been traditionally found to be more cost effective in reducing water demands and generating water supply. Further, projects should consider system wide benefits before other alternatives. This applies particularly to pollution prevention at the source rather than having to address a chain of unintended and possibly negative consequences downstream for future generations. Shown below is a list of Pillar Recommended Implementation Actions that were prepared based on the Pillar’s work and other stakeholder input. These regional implementation actions are not listed in priority, nor are they in any particular order. They represent the integrated work of the Pillars that resulted from their collaboration internally and with other Pillars and are the solutions to the challenges that they identified in each of their Pillar chapters. This list does not represent a list of projects that been rated and ranked projects under the more formal Project Review Process defined under the OWOW 2.0 Plan. However, they are recommended implementation actions that reflect an emphasis on integration and system-wide solutions to the watershed challenges and include the 13 watershed-wide framework concepts previously discuss. Each of the Pillar-recommended watershed-wide implementation actions eventually could become projects once they are more fully investigated and analyzed. Multi-agency project proponents for these implementation actions have not have been identified yet. It is anticipated that these recommended actions may best help fulfill the vision of the OWOW 2.0 Plan. 18 | E x e c u t i v e S u m m a r y Pillar Recommended Implementation Actions (In no particular order) Title Description Water Rate Structures that Encourage Conservation Create incentive programs for retail water agencies in the watershed to reduce water demand and help meet SBX7-7 required demand reductions. Water Use Efficiency Incentive Program Create an incentive program for expanded water use efficiency programs including cash for grass, landscape retrofit support, and California-friendly plant discounts. Utilize IEUA Residential Landscape Transformation Program and MWDOC Comprehensive Landscape Water Use Efficiency Programs as template. Watershed Exchange Program - Upper watershed foregoes development of more water recycling and provides future treated wastewater to the lower watershed via the Santa Ana River - Lower watershed provides “replacement” water to upper/middle watershed Wet Year Imported Water Storage Program - Upper watershed and MWDSC would implement this strategy - Goal: change MWDSC place of storage from Central Valley to Santa Ana River watershed - Develop MWDSC pricing structure to encourage more storage in watershed - Water stored in wet years for a reduced price. Water pumped in dry years for remaining Tier 1 price Enhanced Santa Ana River stormwater capture below Seven Oaks Dam Additional stormwater detained by Seven Oaks Dam could enable the diversion of up to 500 cfs and up to 80,000 acre-feet per year. This may require execution of new water rights agreement among SAR Watermaster parties. Off River Storage and Supply Credits Additional stormwater capture along the SAR tributaries could enhance capture/ recharge. Specific locations in the watershed would need to be defined. New recharge projects could allow for purchase of “MS4 Credits” by cities and counties as part of new development as a regional MS4 compliant recharge project. Re-Operate Flood Control Facilities Working with flood control agencies re-operate flood control facilities with the goal of increasing stormwater capture increasing flood get away capacity and revising decades old storage curves. Without any impending storms, the flood control agencies may be able to release stormwater at a slower rate. This relatively minor operational change would make stormwater flows easier to capture and put to use. It also would result in impounding the water longer, which would increase artificial recharge during the “holding period”. This strategy has already been successfully implemented in some portions of the watershed. Increase Surface Water Storage Helps offset drought and climate change while also increasing watershed sustainability and less dependence on imported water. This project would supplement but not replace existing or proposed groundwater storage. Increase Groundwater Storage Helps offset drought and climate change while also increasing watershed sustainability and less dependence on imported water. 19 | E x e c u t i v e S u m m a r y Title Description Inland Empire Garden Friendly Demonstration and LID Project Using the Inland Empire Garden Friendly Program as a template, a demonstration project is proposed to quantify the benefits of installing Inland Empire garden friendly products and further demonstrate Low Impact Development features in a DAC neighborhood. The project would be modeled in part after the successful City of Santa Monica Garden-Friendly Project, as well as the Elmer Ave. Neighborhood Retrofit project in the LA Basin. DAC Water Supply or Water Quality Improvement Projects Provide funding support to assure drinking water standards are met such as in the County Water Company of Riverside near Wildomar. Construct new sewer system for the areas that have failing septic systems/undersized treatment facilities like Beaumont Cherry Valley. Wetlands Expansion Watershed wide Create new wetlands along the tributaries of Santa Ana River to provide for natural water quality improvement, ecosystem restoration and recreational opportunities. Water supply for such wetlands would be dry weather urban runoff and available recycled water and would be patterned after the Mill Creek Wetlands in Chino Basin. Watershed wide Multi-Use Corridor Program Create multi-use corridors along SAR and its tributaries and Upper Newport Bay tributaries in all three counties in watershed to provide for sustainable wildlife corridors, stormwater attenuation and capture, flood control, sediment reduction and erosion restoration, enhanced NPS pollution treatment, removal of non-native species, and creation of recreational trails,. In Riverside County, along Temescal Wash, in San Bernardino in San Timoteo Wash, in Orange County along Borrego Canyon Wash between Irvine Blvd and Town Center Drive. Multi-Species Habitat Plan for Gap areas of Watershed Create multi-species habitat plan for San Bernardino County and portions of Orange County. Though work is underway on the Upper Santa Ana Wash Land Management and Habitat Conservation Plan, there is no MSHCP covering the growing areas of southwestern San Bernardino County. Western Orange County is also not covered by an MSHCP. Water conservation recharge optimization program Establish a water conservation-recharge optimization plan for existing and potential future flood control facilities, using the example work of the Chino Basin Recharge Master Plan and implementation projects as a template. Watershed wide geodatabase access Connect existing county or program-specific geodatabases to create a comprehensive watershed geodatabase that provides access to appropriate stakeholders, and set up a data quality control and maintenance program. The main component County MS4 geodatabases are well under way. Forest Restoration Projects Expand forest restoration through fuels reduction, meadow and chaparral restorat ion projects to strategic areas above major stormwater recharge basins for flood control, water supply and water quality benefits. Residential Self‐Regenerating Water Softener Removal Rebate Program Removal of self regenerating water softeners has been proven as an effective strategy to reduce TDS levels at WWTP and assure future salt discharge requirements. The project provides watershed-wide rebates and would be a joint program among water agencies in the watershed. Salt removal projects to achieve Salt Balance Expand groundwater desalination to key groundwater basins where TDS and Nitrate concentrations are approaching discharge limits. Locations may include Elsinore Basin, Perris Basins in EMWD and Riverside Basins. 20 | E x e c u t i v e S u m m a r y Title Description Enhanced stormwater capture from the tributaries of the Santa Ana River Develop additional stormwater capture projects along the SAR tributaries that support key groundwater management zones identified by SB, RV, and OC Geodatabases. Early estimates indicated a capture potential of 12,000 AFY. Conjunctive Use Storage and Water Transfer Project using Wet Year and Dry Year Allocation This project concept proposes a purchase by downstream entities of up to 45,000 AF of imported water to be recharged by the upstream agencies during wet years. Water would be purchased at a reduced imported water rate from MWD reflecting the savings of not storing the SWP water at one of MWD’s own storage programs such as the Semi - Tropic Water Storage District and/or Kern County Water Bank. In dry years, downstream agencies could request upstream agencies to increase their groundwater production for three years by up to 15,000 AF per year in-lieu of direct deliveries from MWD, while MWD increases deliveries in the downstream area by an equal amount. Salt Assimilative Capacity Building and Recycled Water Transfer Project EMWD has the capability to discharge 15,000 AFY of recycled water into Temescal Creek. The recycled water discharge will be dependent on surplus recycled water available and not used within EMWD particularly during wet seasons. With the approval of the SAR Watermaster, this flow can be contractually added to the Santa Ana River base flow allocation at Prado. The water quality of EMWD’s discharged recycled water may require some salinity mitigation by downstream parties to meet the RWQCB Basin Plan Objective in Orange County. The GWRS will be used to provide the required mitigation for the discharged water, and EMWD will pay downstream parties for the cost of that mitigation. Riverside Basin Aquifer Storage and Recovery Project Riverside Public utilities, in partnership with Valley District and others are developing a design for a rubber dam that would cross the Santa Ana River and be used to divert flows, while mitigating environment impacts. The project is currently anticipated to capture and recharge 15,000 AFY. Watershed Invasive Plant Removal Project The Santa Ana Watershed Association, the Front Country District Ranger on the San Bernardino National Forest and Southern California Edison had proposed a major an invasive plant eradication project for the Mill Creek Watershed. This project proposes to expand the San Bernardino Mountains Front Range Invasive Plant Removal Project to an invasive plant removal and restoration project in the Santa Ana River Watershed that has many partners and stakeholders extending from the coast to the headwaters. Regional BMPs to manage municipal stormwater discharges Develop regional BMPs including infiltration, harvest & reuse, and biotreatment as proposed under current MS4 Permits. Initial phase would be located in MSAR Pathogen TMDL area and expand into other areas of the watershed under future phases to address pathogen treatment. Watershed-wide coordinated surface water monitoring program Surface water quality monitoring is not coordinated within the watershed leading to duplicative sampling in some areas and inadequate sampling in others. In some cases this may lead to 303(d) listings that do not reflect real impairments. A new program to coordinate surface water quality monitoring to enhance efficiency and reduce costs is proposed. Sources of monitoring data would come from MSAR Watershed TMDL, SWQSTF, MS4 Stormwater Permits, and SCCWRP Bioassessment Program. Watershed Urban Runoff Management Establishing a Watershed Based Urban Runoff Management Fund to support the implementation of stormwater management programs. Components of this program 21 | E x e c u t i v e S u m m a r y Title Description Fund could include the regulatory basis for a watershed based program, the legal basis and authority for the fund, the agreements, and programmatic elements. Santa Ana River Sediment Transport Building upon an OCWD demonstration project, implementation of a full scale project that allows for the appropriate transfer of sediment to maximize recharge operation s, restore habitat, and reduce operation costs. Transportation Corridor Stormwater Capture and Treatment New uses of the current transportation right of ways can be expanded to for capturing rain runoff and replenishing groundwater basins. Modified Watershed Brine Management System Optimizing the water used to transport brine so that less water is lost to the ocean through increased concentrating of brine or delivery to the Salton Sea for beneficial use. Water Industry Energy Use Reduction Incentive Program Supporting regional purchase and installation programs of water resource related greener energy projects that reduce capital costs and green house gas emissions. Watershed Land Use Planning Tool Kit Developing a tool kit that translates water principl es to support watershed planning decisions and implements a jurisdictional outreach effort for relevant regional, county and city planning agencies that encourages adoption of the guidance ideology into General Plans and zoning codes at the local level. OWOW Projects and Benefits It is the intent of the OWOW planning process to transcend specific funding cycles. Projects are included in the OWOW 2.0 Plan based on the latest rating and ranking criteria and their merit to address the watershed’s strategic needs, regardless of available funding opportunities at any given time. (See list in Appendix K) Shown below is a list of the Round 1 Proposition 84 projects and the benefits that ultimately will be realized once all these projects are fully constructed. Round 2 projects submitted by SAWPA are under consideration by DWR for future grant funding with awards anticipated in early 2014. 22 | E x e c u t i v e S u m m a r y Project Project Sponsor Total Local Cost Grant Amount Other State Funds Being Used Total Cost Groundwater Replenishment System -Flow Equalization OCWD $14,399,680 $1,000,000 $0 $15,399,680 Sludge Dewatering, Odor Control, and Primary Sludge Thickening OCSD $137,115,600 $1,000,000 $0 $138,115,600 Vireo Monitoring SAWA $269,207 $600,000 $0 $869,207 Mill Creek Wetlands City of Ontario $14,355,000 $1,000,000 $5,000,000 $20,355,000 Cactus Basin SBCFCD $8,250,752 $1,000,000 $0 $9,250,752 Inland Empire Brine Line Rehabilitation and Enhancement SAWPA $698,153 $1,000,000 $5,234,576 $6,932,729 Arlington Desalter Interconnection Project City of Corona $948,049 $400,000 $0 $1,348,049 Perris II Desalination Facility EMWD $1,335,752 $1,000,000 $0 $2,335,752 Perchlorate Wellhead Treatment System Pipelines WVWD $419,000 $1,000,000 $0 $1,419,000 Chino Creek Wellfield WMWD $5,331,118 $1,000,000 $0 $6,331,118 Impaired Groundwater Recovery IRWD $36,321,970 $1,000,000 $0 $37,321,970 Alamitos Barrier Improvement Project OCWD $10,571,600 $1,000,000 $0 $11,571,600 Arlington Basin Water Quality Improvement Project WMWD $3,443,636 $1,000,000 $0 $4,443,636 Grant Total $233,459,517 $12,000,000 $10,234,576 $256,354,097 OWOW Proposition 84, Round 1 Projects  Reduces water demand by 11,200 AF/YR  Captures 16,300 AFY of stormwater for recharge  Produces 28,600 AFY of desalted groundwater while removing 21,600 tons of salt  Creates 90,400 AFY of new water recycling  Creates 16,400 AF of new storage  Improves water quality to 7,800 AFY  Creates or restores 400 acres of habitat  Leverages $11.7 million in grants funds with $240 million on local funds  Creates about 3900 construction related jobs for region BOARD AGENDA STAFF REPORT Agenda Item #7. Meeting Date: September 23, 2015 Discussion Item To: Governing Board Members From: General Manager/CEO Subject: Joint Facilitation Water Replenishment and Recycling Project RECOMMENDATION: Approve the final terms of a Joint Facilities Agreement for the Joint Facilitation Water Replenishment and Recycling Project with San Bernardino Valley Municipal Water District and authorize the General Manager/CEO to execute the agreement. BACKGROUND / ANALYSIS: In 2014, East Valley Water District (District) conducted a Recycled Water Feasibility Study that evaluated the groundwater replenishment benefits of constructing a water reclamation facility within the District’s service area. The Governing Board originally adopted the Feasibility Study in October 2014 and key updates in March 2015. A primary benefit of a facility would be the availability of recycled water that could be used for indirect potable groundwater recharge in the San Bernardino Basin Area (Bunker Hill Basin). Following the results of the Feasibility Study, the Governing Board directed the General Manager/CEO to further pursue efforts that would result in the construction of a Recycled Water Center to serve East Valley Water District customers and enhance groundwater replenishment capabilities of the District. In April 2015 the District’s Governing Board appointed Chairman James Morales, Jr. and Vice Chairman Ron Coats to serve on a Recycled Water Ad Hoc Committee in order to keep the Board engaged in the topic and to respond to issues in a timely and efficient manner. Additionally San Bernardino Valley Municipal Water District (Valley District) formed a Recycled Water Ad Hoc Committee consisting of President Mark Bulot and Vice President Steve Copelan to discuss the potential of recycled water as a regional groundwater recharge source of supply. Members of both the District and Valley District Ad Hoc Committees have held joint meetings and found it in the best interest of both agencies to cooperatively construct a recycled water facility to enhance replenishment. In order to accomplish this effort, the District and Valley District must enter into an Agreement for the Construction and Operation of Groundwater Replenishment Facilities (Agreement). The Agreement establishes a f ramework f or the design, permitting, construction and operation of a recycled water treatment and recharge system in the Bunker Hill Basin. This effort recognizes the regional aspects of recycled water development, including Valley District’s wastewater treatment authority. As other recycled projects and partners are identified, the Agreement is developed to be easily expanded. At the August 26, 2015, Regular Board Meeting the District Board of Directors authorized the General Manager/CEO to negotiate the f inal terms of the Agreement for the Construction and Operation of Groundwater Replenishment Facilities. On August 24, Valley District conducted a Workshop to discuss the draf t Agreement where the Board provided input to staff. The Valley District Board of Directors unanimously approved the f inal Agreement on September 15, 2015. Partnership f or the construction and use of a recycled water facility for groundwater replenishment would be consistent with the statewide drought emergency efforts, in addition to the Sustainable Groundwater Management Act of 2014. Using recycled water to replenish the San Bernardino Basin Area, which is the groundwater basin serving the needs of the District and which includes most of the area within Valley District, improves water supply reliability f or the District and other retail water agencies within Valley District’s service area and also provides a drought buffer for those agencies in the event of a lengthy drought. AGENCY IDEALS AND ENDEAVORS: I deals and Endeavor I - Encourage Innovative I nvestments To Promote Sustainable Benefits (B) - Manage and identify methods to conserve natural resources (E) - Actively Seek Alternative Supply Resources I deals and Endeavor I I - Maintain An Environment Committed To Elevated Public Service (B) - Strengthen Regional, State and National Partnerships REVIEW BY OT HERS: This agenda item has been reviewed by the District’s Legal Counsel. FISCAL IM PACT : There is no fiscal impact associated with this agenda item. Respectfully submitted: Recommended by: John Mura General Manager / CEO ATTACHMENTS: Description Ty pe J oint Facilities Agreement Backup Material Execution Copy Agreement for Groundwater Replenishment EVWD/Valley District September 2015 Page 1 of 12 1417151.6 Agreement for the Construction and Operation of Groundwater Replenishment Facilities 1 By and Between 2 East Valley Water District and San Bernardino Valley Municipal Water District 3 4 This Agreement for the Construction and Operation of Groundwater Replenishment 5 Facilities is entered into and effective this 1st day of September, 2015 by and between East 6 Valley Water District (“EVWD”) and San Bernardino Valley Municipal Water District (“Valley 7 District”). EVWD and Valley District are each sometimes referred to herein as a “Party” and 8 are collectively referred to as the “Parties.” Additional signatories to this Agreement may 9 include the City of San Bernardino Municipal Water Department. This Agreement shall become 10 effective upon execution by Valley District and EVWD, regardless of whether the City of San 11 Bernardino Municipal Water Department or any other additional signatory has executed this 12 Agreement. 13 14 Recitals 15 16 A. The Sustainable Groundwater Management Act of 2014 requires public agencies to 17 develop plans to ensure the sustainable long-term use of California’s groundwater resources. 18 19 B. In 2009, the State Water Resources Control Board adopted a Recycled Water Policy that 20 encourages public agencies to develop groundwater recharge projects using recycled water. 21 22 C. The Parties believe that through their cooperative work, they can treat and discharge 23 wastewater in a manner that will maximize the benefits to the Santa Ana River and to the region. 24 The Parties further believe that such wastewater discharge can be treated to levels that allow the 25 use of such recycled water for groundwater replenishment or other permissible uses within the 26 San Bernardino Basin Area, or other adjacent groundwater basins, for the benefit of the Parties 27 and their ratepayers. Achieving such groundwater objectives requires the construction of a new 28 wastewater treatment plant. 29 30 D. Using recycled water to replenish the San Bernardino Basin Area, which is the 31 groundwater basin serving the needs of EVWD and which includes most of the area within 32 Valley District, improves water supply reliability for EVWD and other retail water agencies 33 within Valley District’s service area and also provides a drought buffer for those agencies in the 34 event of a lengthy drought. 35 36 E. The Parties, together with a number of other water agencies, are working together to 37 develop a collaborative regional plan to increase the use of recycled water for groundwater 38 replenishment and other purposes. The Parties intend that this project be an integral part of that 39 regional plan. This Agreement is intended to implement the more general understandings of the 40 Parties and others as reflected in that regional plan. 41 42 Execution Copy Agreement for Groundwater Replenishment EVWD/Valley District September 2015 Page 2 of 12 1417151.6 F. Replenishing the San Bernardino Basin Area or other groundwater basins with recycled 43 water is consistent with article X, section 2 of the California Constitution, which requires that the 44 water resources of California be used to the fullest extent of which they are capable and is also 45 consistent with Water Code section 13576(k), which authorizes and encourages the use of 46 recycled water for groundwater replenishment. Groundwater replenishment is also within the 47 authority of both Parties. 48 49 G. The Parties wish to memorialize their agreements relating to constructing and operating a 50 wastewater treatment plant (the “Project”) that will enable them to replenish the groundwater 51 resources that serve their respective ratepayers. 52 53 Agreements 54 55 1. Governance – Joint Management. 56 a. The Parties agree that they will work together in good faith to complete the 57 construction of the Project no later than June 30, 2018_. 58 b. The Parties will then promptly enter into an agreement for the operation of the 59 Project with a term of at least ten years that will enable the Parties to replenish the 60 San Bernardino Basin Area with at least 6,000 acre-feet of recycled water. 61 c. In accomplishing these objectives, the Project will be managed by a Management 62 Committee composed of the General Manager of EVWD and the General 63 Manager of Valley District, or their designees. All decisions shall be made on a 64 unanimous basis. 65 d. Both Parties hereby authorize their respective General Managers or designees to 66 develop any administrative and operating rules and procedures that may be 67 needed to implement the terms of this Agreement and that do not require a change 68 in the terms of the Agreement without subsequent action by the Parties’ governing 69 boards. 70 2. Construction of Wastewater Treatment Plant. The Parties agree that Valley District shall 71 serve as the lead agency for the construction and operation of the Project, as follows: 72 a. Assignment of Consulting Agreements and Permits by EVWD to Valley District. 73 Within thirty days of the effective date of this Agreement, EVWD shall assign all 74 existing consulting or other agreements other than legal, as well as any permits, 75 easements or other approvals, relating to the construction of the Project or its 76 subsequent operation to Valley District. 77 Execution Copy Agreement for Groundwater Replenishment EVWD/Valley District September 2015 Page 3 of 12 1417151.6 (1) In the event that Valley District determines, in its sole discretion, that it 78 needs to retain additional consultants in order to fulfill its obligations 79 under the terms of this Agreement, Valley District may retain such 80 consultants without the prior consent of EVWD. Valley District shall, 81 however, provide a copy of such newly retained consultant’s budget, 82 scope of work and retainer agreement to EVWD within thirty days of such 83 consultant’s retention. 84 (2) The Parties understand and agree that, throughout the construction and 85 operation of the Project, each Party will continue to be represented by its 86 own regular legal counsel. The Parties will, within thirty days of the 87 execution of this Agreement, enter into a joint defense/common interest 88 doctrine agreement that will enable them to proceed with the Project in the 89 most expeditious manner possible. 90 b. Design-Build and Project Permitting. Valley District shall design, permit and 91 construct the Project by means of one or more design/build contracts, as 92 authorized by Public Contracts Code sections 22160 et seq. Specifically: 93 (1) Design Proposal. Valley District shall work with one or more firms to 94 develop a design/build proposal for review and approval by EVWD no 95 later than _April 30, 2016. 96 (a) The wastewater treatment plant shall be built on APNs 0279-211-97 33-0000, 0279-211-25-0000, 0279-211-26-0000 and 0279-211-01-98 0000, which are owned by EVWD. To the extent that additional 99 easements are needed by Valley District or entities acting under 100 Valley District’s direction in order to complete the Project, EVWD 101 agrees to issue such easements over its own property or to be 102 responsible for obtaining such easements from neighboring 103 landowners. 104 (b) EVWD shall review the design/build proposal and approve it (with 105 or without changes) within thirty days of submission. If EVWD 106 fails to approve the proposal in a timely manner, Valley District 107 may, in its sole discretion, deem this Agreement to have been 108 terminated. 109 (2) Permitting. Valley District shall be responsible for obtaining all local, 110 state or federal permits that may be necessary for the construction or 111 operation of the Project in a timely manner. 112 Execution Copy Agreement for Groundwater Replenishment EVWD/Valley District September 2015 Page 4 of 12 1417151.6 (a) Such permits shall include, but are not limited to, NPDES permits, 113 other permits necessary to use recycled water to replenish the San 114 Bernardino Basin Area, and the permits needed to allow for the 115 continued discharge of treated wastewater either to the Santa Ana 116 River or other appropriate discharge points. 117 (b) Valley District shall also be the lead agency for the preparation of 118 one or more environmental document(s) that may be required 119 under the terms of the National Environmental Policy Act and/or 120 the California Environmental Quality Act that are sufficient to 121 support the issuance of the necessary permits for the Project. 122 (3) Construction. Valley District shall cause the Project to be constructed in a 123 timely manner. The Parties anticipate that the Project shall be completed 124 by _June 30, 2018. Valley District shall provide monthly updates to 125 EVWD on changes to the plans, specifications, and schedules. Valley 126 District shall not be liable for any delays or additional costs in 127 constructing the Project, save for the gross negligence, intentional acts and 128 willful misconduct of Valley District and its employees, agents and 129 contractors. 130 (4) Award of Contract. Valley District shall obtain the concurrence of EVWD 131 prior to awarding any contract for the construction of the Project. EVWD 132 agrees not to unreasonably delay its approval of any proposed contract. 133 (5) Costs. The Parties agree that the construction of the Project will occur at 134 no cost to Valley District. Valley District shall be entitled to recover all of 135 its costs (including, but not limited to, materials costs; consultants, experts 136 and attorneys’ fees; and direct expenditures) from EVWD for the 137 construction of the Project, save for costs directly caused by the gross 138 negligence, intentional acts and willful misconduct of Valley District and 139 its employees, agents and contractors. 140 (6) Mark-Up of Costs. EVWD shall pay all costs incurred by Valley District 141 in connection with the Project without any mark-up, including that EVWD 142 shall pay Valley District’s reasonable staff time for work related to the 143 Project. 144 (7) Payments Obligatory. EVWD shall make all payments required by this 145 Agreement as they become due, notwithstanding any individual default by 146 its customers or users, any dispute over charges, or otherwise. 147 Execution Copy Agreement for Groundwater Replenishment EVWD/Valley District September 2015 Page 5 of 12 1417151.6 c. Financing. EVWD agrees that it will finance the full costs of all work associated 148 with or required by the Project and may make any arrangements that it deems 149 appropriate for such financing without the consent of Valley District. EVWD 150 shall keep Valley District reasonably informed as to the status of such financing. 151 Valley District will cooperate, and may assist in other ways at its discretion, with 152 EVWD’s efforts to secure financing for the Project to the extent that cooperation 153 is reasonable and necessary. 154 3. Operation of Wastewater Treatment Plant for Groundwater Replenishment. The Parties 155 shall enter into the operations agreement for the wastewater treatment plant and for 156 groundwater replenishment referred to in paragraph 1 above no later than thirty days 157 after the completion of the construction of the wastewater treatment plant. Such 158 operations agreement shall include the following terms: 159 a. Term 160 (1) The operations agreement shall be for an initial term of ten years, with 161 subsequent terms of five years each. Either Party may terminate the 162 operations agreement with at least one year’s written notice prior to the 163 completion of either the initial term or a subsequent term, but if no such 164 termination notice is received in a timely manner, the operations 165 agreement shall automatically renew for another five year period. 166 (2) Notwithstanding the previous subparagraph, if the San Bernardino County 167 Local Agency Formation Commission activates EVWD’s authority to 168 provide wastewater treatment services to its ratepayers, EVWD may 169 succeed to Valley District’s obligations to operate the wastewater 170 treatment plant by providing Valley District with one year’s written notice 171 of such succession. 172 b. Operation of the Wastewater Treatment Plant. Valley District shall operate the 173 wastewater treatment plant, or cause it to be operated by a subcontractor, in a 174 good and workmanlike fashion, in full compliance with all applicable local, state 175 and federal laws and regulations. 176 (1) EVWD shall arrange, at its sole cost, for the collection and conveyance of 177 wastewater generated within EVWD’s service area to the wastewater 178 treatment plant. 179 (2) EVWD shall pay all costs incurred by Valley District for the operation of 180 the wastewater treatment plant (including staff time). Valley District shall 181 invoice EVWD quarterly in arrears and EVWD shall pay Valley District 182 within thirty days of the date of each invoice. 183 Execution Copy Agreement for Groundwater Replenishment EVWD/Valley District September 2015 Page 6 of 12 1417151.6 c. Public Education. EVWD may construct facilities ancillary to the Project for the 184 purpose of public education and programming on topics including water 185 conservation and replenishment; Valley District will not object to the construction 186 and operation of such public education facilities and the conduct of such 187 programs, provided that such facilities and programs are conducted in such a way 188 so as not to interfere with the ongoing operations of the wastewater treatment 189 plant. 190 4. Groundwater Replenishment with Recycled Water. The Parties agree that any recycled 191 water produced by the wastewater treatment plant shall be the sole property of EVWD. 192 5. Facility Ownership. EVWD shall own, in fee simple, all Project facilities provided that 193 until EVWD completes payment of all construction costs to Valley District, Valley 194 District shall be deemed to have a security interest in those facilities in an amount equal 195 to the unpaid debt. In the event of a default in required payment by EVWD, the Parties 196 agree that Valley District shall have the right to obtain a judgment in the amount of any 197 default by EVWD and shall further have the right to cause EVWD to increase its water 198 charges or to levy an assessment to pay the amount of the default. 199 6. Indemnification 200 a. Indemnification by Valley District. Valley District shall indemnify, defend and 201 hold harmless EVWD, its directors, officers, attorneys, employees and agents 202 from and against all damages, liabilities, claims, actions, demands, costs and 203 expenses (including, but not limited to, costs of investigations, lawsuits and any 204 other proceedings whether in law or in equity, settlement costs, attorneys’ fees 205 and costs), and penalties or violations of any kind, which arise out of, result from, 206 or are related to Valley District’s performance of its obligations under this 207 Agreement. 208 b. Indemnification by EVWD. EVWD shall indemnify, defend and hold harmless 209 Valley District, its directors, officers, attorneys, employees and agents from and 210 against all damages, liabilities, claims, actions, demands, costs and expenses 211 (including, but not limited to, costs of investigations, lawsuits and any other 212 proceedings whether in law or in equity, settlement costs, attorneys’ fees and 213 costs), and penalties or violations of any kind, which arise out of, result from, or 214 are related to the performance of EVWD’s obligations under this Agreement. 215 c. Indemnification Procedures. Any Party that is an indemnified party (the 216 "Indemnified Party") that has a claim for indemnification against the other Party 217 (the "Indemnifying Party") under this Agreement, shall promptly notify the 218 Indemnifying Party in writing, provided, however, that no delay on the part of the 219 Indemnified Party in notifying the Indemnifying Party shall relieve the 220 Execution Copy Agreement for Groundwater Replenishment EVWD/Valley District September 2015 Page 7 of 12 1417151.6 Indemnifying Party from any obligation unless (and then solely to the extent) the 221 Indemnifying Party is prejudiced. Further, the Indemnified Party shall promptly 222 notify the Indemnifying Party of the existence of any claim, demand, or other 223 matter to which the indemnification obligations would apply, and shall give the 224 Indemnifying Party a reasonable opportunity to defend the same at its own 225 expense and with counsel of its own selection, provided that the Indemnified 226 Party shall at all times also have the right to fully participate in the disputed 227 matter at its own expense. If the Indemnifying Party, within a reasonable time 228 after notice from the Indemnified Party, fails to defend a claim, demand or other 229 matter to which the indemnification obligations would apply, the Indemnified 230 Party shall have the right, but not the obligation, to undertake the defense of, and 231 to compromise or settle (exercising reasonable business judgment), the claim or 232 other matter, on behalf, or for the account, and at the risk, of the Indemnifying 233 Party. If the claim is one that cannot by its nature be defended solely by the 234 Indemnifying Party, then the Indemnified Party shall make available all 235 information and assistance to the Indemnifying Party that the Indemnifying Party 236 may reasonably request. 237 7. Administration of Agreement 238 a. Books and Records. Each Party shall have access to and the right to examine any 239 of the other Party’s pertinent books, documents, papers or other records 240 (including, without limitation, records contained on electronic media) relating to 241 the performance of that Party’s obligations pursuant to this Agreement or the 242 Project. 243 (1) Retention of Records; Preservation of Privilege. Each Party shall retain 244 all such books, documents, papers or other records to facilitate such 245 review in accordance with that Party’s record retention policy. Access to 246 each Party’s books and records shall be during normal business hours 247 only. Nothing in this paragraph shall be construed to operate as a waiver 248 of any applicable privileges. 249 (2) Outside Auditors. Any Party may, at any time and at its sole cost, hire an 250 auditor to examine the accounting for work performed pursuant to this 251 Agreement. The Parties may also agree to retain an independent auditor to 252 review the accounting for work performed pursuant to this Agreement. 253 The costs of such an auditor will be shared equally between the Parties. 254 b. Disputes. The Parties recognize that there may be disputes regarding the 255 obligations of the Parties or the interpretation of this Agreement. The Parties 256 agree that they may attempt to resolve disputes as follows: 257 Execution Copy Agreement for Groundwater Replenishment EVWD/Valley District September 2015 Page 8 of 12 1417151.6 (1) Statement Describing Alleged Violation or Interruption of Agreement. A 258 Party alleging a violation or interruption of this Agreement (the 259 “Initiating Party”) shall provide a written statement describing all facts 260 that it believes constitute a violation or interruption of this Agreement to 261 the Party alleged to have violated or interrupted the terms of this 262 Agreement (the “Responding Party”). 263 (2) Response to Statement of Alleged Violation or Interruption. The 264 Responding Party shall have sixty days from the date of the written 265 statement to prepare a written response to the allegation of a violation or 266 interruption of this Agreement and serve that response on the Initiating 267 Party or to cure the alleged violation or interruption to the reasonable 268 satisfaction of the Initiating Party. The Initiating Party and the 269 Responding Party shall then meet within thirty days of the date of the 270 response to attempt to resolve the dispute amicably. 271 (3) Mediation of Dispute. If the Initiating Party and the Responding Party 272 cannot resolve the dispute within ninety days of the date of the written 273 response, they shall engage a mediator, experienced in water-related 274 disputes, to attempt to resolve the dispute. Each Party shall ensure that it 275 is represented at the mediation by a member of its Board of Directors. 276 These representatives of the Initiating Party and the Responding Party may 277 consult with staff and/or technical consultants during the mediation and 278 such staff and/or technical consultants may be present during the 279 mediation. The costs of the mediator shall be divided equally between the 280 Initiating Party and the Responding Party. 281 (4) Prior to Claims Under California Tort Claims Act. The Parties agree that 282 the procedure described in this paragraph 7.b represents an effort to 283 resolve disputes without the need for a formal claim under the California 284 Tort Claims Act or other applicable law. The period of time for the 285 presentation of a claim by one Party against another shall be tolled for the 286 period from the date on which the Initiating Party files a written statement 287 until the date upon which the mediator renders a decision. 288 (5) Reservation of Rights. Nothing in this paragraph 7.b shall require a Party 289 to comply with a decision of the mediator and, after the completion of the 290 mediation process described above, each Party shall retain and may 291 exercise at any time all legal and equitable rights and remedies it may 292 have to enforce the terms of this Agreement; provided, that prior to 293 commencing litigation, a Party shall provide at least five calendar days’ 294 written notice of its intent to sue to the other Party. 295 Execution Copy Agreement for Groundwater Replenishment EVWD/Valley District September 2015 Page 9 of 12 1417151.6 8. General Provisions. 296 a. Authority. Each signatory of this Agreement represents that s/he is authorized to 297 execute this Agreement on behalf of the Party for which s/he signs. Each Party 298 represents that it has legal authority to enter into this Agreement, to perform all 299 obligations under this Agreement and that any and all appropriate Board action 300 necessary for approval of this Agreement has been taken. . 301 b. Amendment. This Agreement may be amended or modified only by a written 302 instrument executed by each of the Parties to this Agreement. 303 c. Jurisdiction and Venue. This Agreement shall be governed by and construed in 304 accordance with the laws of the State of California, except for its conflicts of law 305 rules. Any suit, action, or proceeding brought under the scope of this Agreement 306 shall be brought and maintained to the extent allowed by law in the County of San 307 Bernardino, California. 308 d. Headings. The paragraph headings used in this Agreement are intended for 309 convenience only and shall not be used in interpreting this Agreement or in 310 determining any of the rights or obligations of the Parties to this Agreement. 311 e. Construction and Interpretation. This Agreement has been arrived at through 312 negotiations and each Party has had a full and fair opportunity to revise the terms 313 of this Agreement. As a result, the normal rule of construction that any 314 ambiguities are to be resolved against the drafting Party shall not apply in the 315 construction or interpretation of this Agreement. 316 f. Entire Agreement. This Agreement constitutes the entire agreement of the Parties 317 with respect to the subject matter of this Agreement and, save as expressly 318 provided in this Agreement, supersedes any prior oral or written agreement, 319 understanding, or representation relating to the subject matter of this Agreement. 320 g. Partial Invalidity. If, after the date of execution of this Agreement, any provision 321 of this Agreement is held to be illegal, invalid, or unenforceable under present or 322 future laws effective during the term of this Agreement, such provision shall be 323 fully severable. However, in lieu thereof, there shall be added a provision as 324 similar in terms to such illegal, invalid or unenforceable provision as may be 325 possible and be legal, valid and enforceable. 326 h. Successors and Assigns. This Agreement shall be binding on and inure to the 327 benefit of the successors and assigns of the respective Parties to this Agreement. 328 No Party may assign its interests in or obligations under this Agreement without 329 Execution Copy Agreement for Groundwater Replenishment EVWD/Valley District September 2015 Page 10 of 12 1417151.6 the written consent of the other Parties, which consent shall not be unreasonably 330 withheld or delayed. 331 i. Waivers. Waiver of any breach or default hereunder shall not constitute a 332 continuing waiver or a waiver of any subsequent breach either of the same or of 333 another provision of this Agreement and forbearance to enforce one or more of 334 the rights or remedies provided in this Agreement shall not be deemed to be a 335 waiver of that right or remedy. 336 j. Attorneys’ Fees and Costs. The prevailing Party in any litigation or other action 337 to enforce or interpret this Agreement shall be entitled to reasonable attorneys’ 338 fees, expert witnesses’ fees, costs of suit, and other and necessary disbursements 339 in addition to any other relief deemed appropriate by a court of competent 340 jurisdiction. 341 k. Necessary Actions. Each Party agrees to execute and deliver additional 342 documents and instruments and to take any additional actions as may be 343 reasonably required to carry out the purposes of this Agreement. 344 l. Compliance with Law. In performing their respective obligations under this 345 Agreement, the Parties shall comply with and conform to all applicable laws, 346 rules, regulations and ordinances. 347 m. Third Party Beneficiaries. This Agreement shall not create any right or interest in 348 any non-Party or in any member of the public as a third party beneficiary. 349 n. Counterparts. This Agreement may be executed in one or more counterparts, 350 each of which shall be deemed to be an original, but all of which together shall 351 constitute but one and the same instrument. 352 o. Notices. All notices, requests, demands or other communications required or 353 permitted under this Agreement shall be in writing unless provided otherwise in 354 this Agreement and shall be deemed to have been duly given and received on: (i) 355 the date of service if served personally or served by facsimile transmission on the 356 Party to whom notice is to be given at the address(es) provided below, (ii) on the 357 first day after mailing, if mailed by Federal Express, U.S. Express Mail, or other 358 similar overnight courier service, postage prepaid, and addressed as provided 359 below, or (iii) on the third day after mailing if mailed to the Party to whom notice 360 is to be given by first class mail, registered or certified, postage prepaid, 361 addressed as follows: 362 363 Execution Copy Agreement for Groundwater Replenishment EVWD/Valley District September 2015 Page 11 of 12 1417151.6 Notice to San Bernardino Valley Municipal Water District 364 365 Douglas Headrick, General Manager 366 SAN BERNARDINO VALLEY MUNICIPAL WATER DISTRICT 367 380 East Vanderbilt Way, San Bernardino, CA 92408 368 Phone: (909) 820-3701 369 Email: douglash@sbvmwd.com 370 David R.E. Aladjem 371 DOWNEY BRAND LLP 372 621 Capitol Mall, Sacramento, CA 95814 373 Phone: (916) 520-5361 374 Email: daladjem@downeybrand.com 375 Notice to East Valley Water District 376 John Mura, General Manager/CEO 377 EAST VALLEY WATER DISTRICT 378 31111 Greenspot Rd., Highland, CA 92346 379 Phone: 909-889-9501 380 Email: john@eastvalley.org 381 Jean Cihigoyenetche 382 CIHIGOYENETCHE GROSSBERG & CLOUSE 383 8038 Haven Avenue, Suite E, Rancho Cucamonga, CA 91730 384 Phone: (909) 483-1850 385 Email: jean@cgclaw.com 386 387 SAN BERNARDINO VALLEY MUNICIPAL WATER DISTRICT 388 389 390 By: ________________________ Dated: _________ 391 Mark Bulot 392 President, Board of Directors 393 394 395 By: ________________________ Dated: _________ 396 Gil Navarro, Secretary 397 398 Execution Copy Agreement for Groundwater Replenishment EVWD/Valley District September 2015 Page 12 of 12 1417151.6 APPROVED AS TO FORM 399 400 By: ________________________ Dated: _________ 401 David R.E. Aladjem, Esq. 402 Downey Brand, LLP 403 Counsel for San Bernardino Valley Municipal Water District 404 405 406 EAST VALLEY WATER DISTRICT 407 408 By: ________________________ Dated: _________ 409 James Morales, Jr. 410 Chairman of the Board 411 412 413 By: ________________________ Dated: _________ 414 John Mura, General Manager/CEO 415 416 APPROVED AS TO FORM 417 418 By: ________________________ Dated: _________ 419 Jean Cihigoyenetche 420 Cihigoyenetche Grossberg & Clouse 421 Counsel for East Valley Water District 422 BOARD AGENDA STAFF REPORT Agenda Item #8. Meeting Date: September 23, 2015 Discussion Item To: Governing Board Members From: General Manager/CEO Subject: Award Program Management Services Contract to Hall & Foreman for the Recycled Water Center RECOMMENDATION: Staff recommends that the Board of Directors award the contract for Program Management services to Hall & Foreman (A Division of David Evans and Associates, Inc.) for the Recycled Water Center. BACKGROUND / ANALYSIS: In February 2015, the Board awarded a contract for Program Manager Services to Kennedy/Jenks Consultants (KJC) and the KJC Program Manager began work in March 2015. In early June 2015, the District was informed by the Program Manager that he was leaving KJC to take a position with another engineering firm. KJC submitted three staff resumes for consideration as a replacement Program Manager. However, the qualifications and skill sets of the three proposed replacements were not as comprehensive as the previous KJC Program Manager. The function of the Program Manager is to facilitate the coordination amongst various consultants for permitting, preparation of environmental documents, community outreach as well as the design build entity. The Program Manager will also conduct periodic reviews to maintain schedule and serve as a conduit of flow of information amongst several entities. Preparation and management of an overall project schedule is also part of the Program Manager’s scope of work. Other firms were requested to submit resumes and rates for the position of a Program Manager. Three candidates were identified, two from the firm of Vali Cooper & Associates, Inc. and one from Hall & Foreman. The qualifications were reviewed and evaluated by the General Manager/CEO, and the District’s Consultant, Ash Dhingra. An interview was conducted with each candidate to gain a full understanding of their qualifications and prior similar work. Following those interviews the Program Manager from Hall & Forman was selected and the scope of work and fee were negotiated. This contract and these efforts will be consistent with the Joint Facilities Agreement and will be administered and managed through our partnership with San Bernardino Valley Municipal Water District. Upon authorization by the Board, the General Manager/CEO will enter into an agreement with Hall & Foreman to provide Program Management Services for the Recycled Water Center Project. AGENCY IDEALS AND ENDEAVORS: Ideals and Endeavor I - Encourage Innovative Investments To Promote Sustainable Benefits (A) - Develop projects and programs to ensure safe and reliable services (B) - Manage and Identify Methods to Conserve Natural Resource (E) - Actively Seek Alternative Supply Resources FISCAL IMPACT : The fiscal impact for the program management services contract is $162,000, which will be funded from the balance of the previous authorization for the KJC Program Manager. Respectfully submitted: John Mura General Manager / CEO DROUGHT UPDATE SEPTEMBER 23, 2015 CONSERVATION TRANSFORMATION –1,084 square feet 2 CONSERVATION TRANSFORMATION –950 square feet 3 CONSERVATION TRANSFORMATION –2,225 square feet 4 ON OUR WAY TO 28% •Current Conservation % 5 Month Total System Reduction January 3% February -8% March 13% April 15% May 33% June 37% July 35% August 27% AD HOC COMMITTEE MEETING •Scheduled for October 7 •Topics for discussion will include: –Turf Replacement Update –Rebate Program Funding –Partnerships –Conservation Progress –WaterSmart Pilot Program –Staffing Update 6