HomeMy WebLinkAboutAgenda Packet - Community Advisory Commission - 05/07/2019C O MMUN IT Y A D VISO RY C O MMISSIO N MEET IN G
May 7, 2019 - 6:00 P M
31111 Greenspot Road, Highland, C A 92346
AGE N D A
C A LL TO O RD ER
PLED G E O F A LLEG IA N C E
RO LL C A LL O F C O MMISSIO N MEMBERS
PUBLIC C O MMEN T S
Any person wishing to speak to the Board of C ommissioners is asked to complete a Speaker
C ard 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 C hairman of the C ommission. Under the
State of C alifornia Brown Act, the Board of C ommissioners is prohibited from discussing or
taking action on any item not listed on the posted agenda. T he matter will automatically be
referred to staff for an appropriate response or action and may appear on the agenda at a
future meeting.
D ISC USSIO N/IN FO RMAT IO N A L IT EMS
1.Fiscal Year 2019-20 Budget Overview
2.Commissioner C omments
3.Staff's Comments
A D J O URN
Pursuant to Government C ode 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 C lerk at
(909) 885-4900 at least 72 hours prior to said meeting.
FY 2019-20
GOALS & OBJECTIVES May 7, 2019
DEVELOPMENT OF GOALS & OBJECTIVES
Key
Considerations
•Source Water
Quality
•Infrastructure
Projects
•Cybersecurity
•Technology
•Regulations
•Funding
Support District-
Wide Goals
Support 5-Year
Work Plan
Support Agency
Strategic Plan
2
FIVE YEAR WORK PLAN
3
Optimize
Infrastructure
Systems
Mutual Water
Company
Consolidations
Financial Stability
with Full
Understanding of
Operational
Complexities
Rate Study
Developer Fees
Pension Obligations
Grants
Understand Debt
Impacts and Cycles
Acknowledge
Unknowns
Protect
Organizational
Investments
District Culture
Maximize the
District’s
Position
Facilitate Win-Win
with New
Development
Infrastructure
Have Others
See the District
as a Premier
Agency
CHEF
Regional
Involvement
DISTRICT-WIDE GOALS
Optimize Infrastructure Systems
•Finish the consolidation of the NFWC
•Begin negotiations with the Tres Lagos
Mutual Water Company
Financial Stability with Full
Understanding of Operational
Complexities
•Begin developing a resource list for
execution of the 5-Year Plan
•Develop a long-term staffing and
maintenance plan
•Conduct a water and wastewater rate study
Protect Organizational Investments
•Begin updating the District’s Succession
Plan
•Facilitate communication training
•Cultivate external partnerships
Maximize the District’s Position
•Cultivate relationships with development
through a business-friendly culture
•Conduct a feasibility study for a water
treatment plant on the east end of the
service area
•Evaluate the potential of constructing a
digester as a phase of the SNRC
Have Others See the District as a
Premier Agency
•Complete the preliminary design of the
CHEF building, establish a fundraising
budget and commence that effort
•Support and encourage the Board of
Directors involvement in regional activities
and workshops
4
PROGRAM SUMMARIES
GENERAL ADMINISTRATION
GENERAL ADMINISTRATION
The General Manager/CEO is responsible for
carrying out day-to-day District operations,
implementation of adopted policies, general
oversight to interagency relations, legislative
activities, and strategic planning.
Additionally, administration is responsible for
implementing the District’s Vision, maintaining
official records, promoting public trust, and
ensuring transparency compliance.
Total Employees: 3
General Manager/CEO
District Clerk
Sr. Administrative Assistant
7
ACCOMPLISHMENTS
Acquire Shares of the North
Fork Water Company Not
Currently Owned by the
District
Sent offer to purchase letters to
shareholders not currently
receiving water deliveries
Coordinated with legal counsel to
develop agreement to define the
terms of potable water service
delivery to shareholders currently
receiving North Fork deliveries
Coordinate the
Establishment of a
Non-Profit Foundation
Approved Vision/Strategic Plan for
the Community Heritage and
Education Foundation
Adopted Articles of Incorporation,
Bylaws and appointed a Public
Committee
Approved Architectural and
Engineering Contract to develop a
site plan, construction budget,
marketing material and determine a
fundraising budget
Implement a District-Wide
Records Retention Program
Approved revised Records
Retention Policy and Schedules
Created document input plan to
identify records that need to be
transferred into the District’s
electronic document repository
Constructed document destruction
in accordance with the adopted
Records Retention Policy
8
GOALS & OBJECTIVES
•Acquire remaining shares of the North Fork Water Company
•Coordinate with legal counsel to define the terms of potable water service delivery to
shareholders currently receiving North Fork and/or Bear Valley deliveries
•Coordinate with legal counsel to create a successor corporation as part of the short merger
process
Complete the Consolidation
of the North Fork Water
Company
•Complete the preliminary design of the Community Heritage and Education Foundation
Building
•Develop a fundraising plan and financial goals
•Begin implementation of the fundraising plan
Continue Leading Efforts to
Ensure Viability of the
Community Heritage and
Education Foundation (CHEF)
•Create Board member portal/intranet web page
•Populate web page with forms, Board calendar and other informational items
•Provide Board training and support to encourage utilization of Board page
Utilize the Intranet for
Communication with the
Board of Directors
9
HUMAN RESOURCES
HUMAN RESOURCES
Human Resources is responsible for
facilitating programs to attract the best and
brightest candidates while fostering a work
environment that promotes high morale and
employee retention.
Recognizing the importance of individual well-
being, Human Resources leads the efforts to
encourage health and wellness. Additionally,
they manage the risk and safety programs to
ensure a safe work-place at the District.
Human Resources/Risk &
Safety Manager
Sr. Administrative Assistant
11
Total Employees: 2
ACCOMPLISHMENTS
Promote a Positive
Organizational Culture that
Maintains a Supportive and
Encouraging Work
Environment
Conducted annual employee
engagement surveys and
created/implemented an action
plan to address results from the
surveys and focus group meetings
Facilitated quarterly activities that
supported engagement and
empowerment of employees
Received a Top Workplace in the
Inland Empire award from the
Inland News Group in the Small
Company Category for the fourth
consecutive year
Maintained non-retirement turnover
of less than 7%
Promote Community
Involvement and Provide
Work Experience
Opportunities
Launched the District’s Volunteer
Program including an applicant
tracking method
Had seven applicants participating
in the Volunteer Program
Created partnerships with local
educational institutions to work on
future water and wastewater
pathways for students
Other Accomplishments
Conducted a successful Senior
Engineer recruitment
Hired five EVWD team members
Processed six internal promotions
Enhanced staff supplemental
insurance and flexible spending
account program by partnering with
American Fidelity for the
Administration of benefits
12
GOALS & OBJECTIVES
•Develop an action plan for the implementation of a Wastewater Operator-in-Training
program
•Conduct a staffing analysis to identify the needs for administrative, customer service, special
events, educational, facilities maintenance, and other functions
•Enhance educational partnerships to promote water/wastewater utility education pathways
and technical education
Initiate Programs in Support of
the SNRC Workforce and
Community Needs
•Update the District’s Succession Plan to support the 5-Year Plan
•Develop pre-retirement transition plans (knowledge transfer plans) for key positions
•Meet with staff members to facilitate career development planning
Promote a Positive
Organizational Culture that
Maintains a Supportive and
Encouraging Work Environment
•Engage in negotiation meetings with East Valley Water District Employee Partnership
(EVWDEP)
•Conduct a District-Wide Total Compensation survey
•Review and Update the District’s Compensation Program
•Present to the Board of Directors for adoption
Negotiate a Three-Year MOU
that Considers both Long-Term
Financial Commitments and
Employee Morale
13
PUBLIC AFFAIRS
PUBLIC AFFAIRS
Public Affairs oversees internal and external
communication programs consistent with the
District’s vision.
Through media, community and governmental
relations, the District is able to provide
effective communications to various
stakeholders.
Director of Strategic
Services
Sr. Administrative
Assistant Public Affairs Specialist
Creative Services
Representative
Part-Time Community
Relations
Representative (0.5)
15
Total Employees: 4.5
ACCOMPLISHMENTS
Implement an Outreach
Program that Encourages
Community Engagement in
the SNRC
The District hosted a well-attended
groundbreaking ceremony
community event for the SNRC
Installed a time-lapse camera to
document construction progress of
the SNRC and developed an
outreach campaign encouraging
the public to watch project
development
Continued providing project
updates on social media, in the
local newspaper and on the
District’s website by creating a
SNRC spotlight section on the
homepage
Develop Communication
Methods that Enhance the
District’s Brand
Completed a District website
redesign to a platform that supports
mobile devices and improves
online services by enhancing
usability and readability
District staff participated in a
branding workshop, highlighting the
importance of cohesiveness in
outreach communication materials
The Board approved and adopted
the 5-Year Work Plan at the
February 13, 2019 Board meeting
Hosted events and tours for local
organizations the District has
worked with throughout the year
Advance the District’s
Emergency Preparedness
Program to Effectively
Respond During an
Emergency
The District has issued an RFP and
selected a contractor to complete
the emergency response
documents needed to remain in
regulatory compliance
Staff developed text, email, phone,
website, and social media
notification templates for
emergency situations identified in
the District’s Crisis Management
Protocol Toolkit
The District hosted a two-way radio
training session for staff and new
employees have taken the ICS
training courses needed to remain
in compliance with FEMA
requirement
16
GOALS & OBJECTIVES
•Create outreach materials and events to promote the construction status and future
programs of the SNRC
•Coordinate with outside Government agencies for necessary approvals and review of
relevant subject matter relating the SNRC
•Oversee construction of the Administration Center within allocated scope of the Guaranteed
Maximum Price (GMP)
Work with Project Partners to
Advance Construction of the
SNRC
•Develop Proposition 218 notice and outreach campaign to inform customers of proposed
rate changes
•Develop campaign to educate customers on the value of reliable utility services provided by
EVWD
•Host two communication training sessions for the Board and Staff
Develop Communication
Methods that Enhance the
District’s Brand
•Update the District’s Hazard Mitigation Plan and submit for FEMA approval
•Complete the Vulnerability Assessment and the EPA Risk and Resiliency Assessment
•Implement a quarterly outreach campaign to improve accuracy of District’s customer contact
database
Advance the District’s
Emergency Preparedness
Program to Effectively Respond
During an Emergency
17
CONSERVATION
CONSERVATION
Conservation is responsible for overseeing
programs that facilitate and encourage
sustainable water use throughout the District.
Additionally, this program is responsible for
communicating conservation benchmarks to
various regulatory agencies.
Director of
Strategic Services
Conservation
Coordinator
19
Total Employees: 1
ACCOMPLISHMENTS
Develop Community
Engagement Programs to
Increase Awareness of
Water-Use Efficiency
Conservation materials and
presentation were provided in
both English and Spanish
The District hosted four workshops
with a total of 400 attendees
Evaluate Rebate Program
Success and Implement
Program Enhancements
The District hosted a free toilet
distribution event
The District organized the
Community Conservation Fest at
Plant 151
Engage in the Legislative
Process as it Relates to
Changes in Conservation
Regulations
The District continues to
participate in agency and
regulatory hearings to provide
comments as conservation
guidelines were developed
20
GOALS & OBJECTIVES
•Complete annual water audit and develop an action item list
•Implement advanced monitoring tools to understand distribution of rebate participation
versus water use
•Understand industry standards or best practices for gathering conservation data information
Develop Technical Assessment
Tools to Minimize Water Losses
within the District’s Distribution
System
•Develop a conservation action plan to encourage water efficiency through the different
stages of water supply availability
•Coordinate with other departments to increase water savings through the development of
new programs or modification of existing rebates
•Develop a program to identify customers with inefficient water use for participation in the
District’s rebate programs
Evaluate Rebate Program
Success and Implement
Program Enhancements
•Actively participate in the regulatory and legislative process as new conservation guidelines
are considered
•Actively participate in the affordable rate legislative process
•Provide quarterly updates to the Governing Board to ensure they are informed of the
changing conservation requirements and other legislative issues
Engage in the Legislative
Process as it Relates to
Changes in Conservation
Regulations
21
FINANCE
FINANCE
Finance and accounting oversees District
operations to provide accountability and
adequate management over the use of funds.
Staff maintains the financial systems and
records in accordance with Generally
Accepted Accounting Principles (GAAP),
applicable laws, regulations, and District
policies.
Chief Financial
Officer
Sr. Administrative
Assistant
Business Services
Manager
Accountant Sr. Accounting
Technician
Accounting
Technician
23
Total Employees: 6
ACCOMPLISHMENTS
Enhance Accounting and
Financial Reporting for the
Benefit of Internal and
External Stakeholders
Submitted application for exemption
for CHEF
Implemented the Prophix budget
software
Issued the second Popular Annual
Financial Report
Coordinated training and
implementation of the inventory
bar-code system
Received awards from both the
GFOA and CA Society of Municipal
Finance Officers
Maintain Strong Financial
Policies and Management
Practices to Preserve and
Enhance the District’s
Financial Position
Completed and presented a
financial plan to address long-term
unfunded pension liabilities
Contracted with Raftelis for the
Cost of Service Analysis/Rate
Study
Updated resolutions and financial
models for changes in the SNRC
project
Link Fixed Asset Information
in Tyler Accounting System
to Digitized Maps in GIS
Program
Completed the AMI link between
Tyler and GIS for Phases I and II
Rehabilitated sewer manholes
have been modified in GIS and are
connected to assets in Tyler
All projects performed and
completed in FY 2017-18 are
reflected in GIS and Tyler
24
GOALS & OBJECTIVES
•Coordinate Public Hearing and Noticing efforts with the Public Affair department to comply
with Prop 218 requirements
•Implement adopted rates in District’s utility billing software
•Collaborate with the Engineering and Customer Service Departments on updating the
Miscellaneous fee schedule
•Present and recommend Miscellaneous fee revisions to the Board for approval and comply
with Prop 26 requirements
Complete the Water and
Wastewater Rate Study and
Update the Miscellaneous Fee
Schedule
•Prepare a District fiscal policy
•Develop a Long-Term Financial Plan to support activities adopted in the 5-Year Work Plan
•Evaluate Comprehensive, Long-Term fiscal impacts of proposed changes to Labor
Memorandum of Understanding
Implement Sound Financial
Practices to Preserve and
Enhance the District’s Financial
Position
•Hold series of meetings with Engineering Staff to fully understand linkage between Tyler and
GIS
•Develop plan for estimating costs in Tyler for old assets and for distributing costs in GIS
Link Fixed Asset Information in
the Tyler Accounting System to
Digitized Maps in the
Geographical Information
System (GIS) Program
25
INFORMATION TECHNOLOGY
INFORMATION TECHNOLOGY
Information Technology (IT) is responsible for
the strategic alignment of technology with the
District’s initiatives.
Staff maintains the enterprise systems,
network, cybersecurity, and computer
hardware.
Information Technology
Manager
Network
Administrator
Information Systems
Technician
27
Total Employees: 3
ACCOMPLISHMENTS
Ensure Effective Technology
Services with Proactive
Planning and Maintenance
Activities
Eliminated 8 of 9 cybersecurity
vulnerabilities identified in the
Cybersecurity Assessment
Elevated staff’s cybersecurity
awareness by reducing test
phishing click rates down to 7%
Conduct Critical System
Upgrades to Help Ensure
Business Continuity
Completed the Fire Suppression
System installation in the server
room
Proactively replaced 21
workstations/laptops that have
reached their maximum useful life
Upgraded the Voice-Over-IP phone
system prior to the end of support
date
Enable Data Collection and
Data Management Efforts
for Other Departments
Supported and configured data
requirements for field GPS data
collection
28
GOALS & OBJECTIVES
•Proactively replace workstations and laptops approaching end-of-support
•Replace aging phone system router to enhance phone system performance
•Modernize and provide real-time field updates with Inframap Now software installation
Proactively Replace Hardware
and Software Approaching
End-of-Life Cycle
•Develop digitized workflows and reporting capabilities for Conservation Rebates
•Improve Labor Rate accuracy in Cityworks with Personnel Management system integration
•Improve Materials cost data accuracy with Tyler Inventory system integration
•Automate updating of Employee and Customer contact records in mass notification system
Improve Business Processes
by Leveraging Existing
Technologies
•Install firewalls at Treatment Plant to prepare for a dedicated internet line
•Configure file server failover feature to provide staff with uninterrupted access to work files
•Improve signal strength of back-up internet access by repositioning antenna
Improve IT Infrastructure
for Reliable and Secure
Services
29
CUSTOMER SERVICE
CUSTOMER SERVICE
Customer Service provides the community
with prompt, courteous and world class
customer relations.
Customer Service
Supervisor
Customer Service
Representative II (2)
Customer Service
Representative I
Receptionist
Part-Time Customer
Service Representative I
(0.5)
31
Total Employees: 5.5
ACCOMPLISHMENTS
Modify Processes to
Encourage World Class
Customer Service While
Maintaining Financial
Stability
Amended the service
disconnection schedule to provide
customers more time to pay which
significantly reduced the number of
service disconnections by 38%
Establish a Professional
Development Plan that
Supports the District’s Vision
Implemented a new process for
communicating meter change-
outs which resulted in accurate
information sharing between
departments
Other Accomplishments
Worked with IT to expand pre-
disconnection courtesy calls to
all parties tied to the account
Developed a processing
template for service account
audits to ensure customers are
billed accurately
32
GOALS & OBJECTIVES
•Assist with continued Tyler/Cityworks integration for after hours and field work orders
•Develop Action Plan to prepare for changes to Customer Service Operations as a result of
the SNRC
•Propose best use of unused kiosks and whether they should be updated for use at the
SNRC
Develop Strategies to Address
Organizational Service Needs
•Create written policies for disconnection of service in accordance with SB 998
•Assist with preparation of Customer Service talking points to address customer inquiries
related to propose Water Tax legislation
•Review and propose changes to Miscellaneous Fee Schedule related to Customer Accounts
Modify Processes to Comply
with Changes in Legislation
while Maintaining Financial
Stability
•Complete the application process and submit to third party organization
•Document and provide examples of outstanding customer service for inclusion in application
•Document/discuss process improvements or Best Practices identified during the application
process that are not currently utilized by the District
Gather Information and Apply
for Award or Other Third-Party
Recognition for Outstanding
Customer Service
33
METER SERVICES
METER SERVICES
Meter Service is responsible for reading all
District meters monthly for billing, on-site
customer meter-related requests and customer
service assistance.
Field Services
Supervisor
Meter
Reader I
Meter
Reader II (2)
35
Total Employees: 3
ACCOMPLISHMENTS
Evaluate Opportunities and
Impacts Resulting from the
AMI Implementation
Created standard operating
procedure for meter retrofits,
repairs and replacements
Identified and coordinated with
other departments, impacted by
the transition to AMI
Collect Information on
Existing Meters to Facilitate
Future Phases of AMI
Implementation
Collected information on meter
location to be one step ahead on
future AMI phases
Collected meter sizes and reported
the data to Engineering for records
updating
Provided an updated count of
meter lid sizes to Engineering
Develop a Proactive Meter
Testing Program
Conducted large meter testing
to ensure accuracy meets
AWWA standards
36
GOALS & OBJECTIVES
•Identify needed vault lid replacements -create prioritized replacement schedule
•Recommend top five limited access meters for relocation
Develop Inspection Program for
Completed AMI Meters and
Boxes
•Verify meter lid sizes, meter size, and lay length in preparation for AMI Phase IV
•Identify and document concerns with existing meter locations and resolve any issues prior to
the account being scheduled for an AMI installation
•Provide recommendations for Engineering for future phases of AMI implementation
regarding areas of priority and routes, including new construction
Collect Information on Existing
Meters to Facilitate Future
Phases of AMI Implementation
•Train readers on budget-based rates and on uploading routes into handhelds
•Train readers on AWWA meter efficiency standards
•Develop a report to monitor the number of small meters (less than 2 inches) being tested
and track efficiency results in compliance with AWWA standards
•Conduct an audit of 10% of the large meter accuracy to ensure compliance with AWWA
standards
Develop Proactive Reader
Training and Meter Testing
Programs
37
ENGINEERING
ENGINEERING
Engineering is responsible for planning and
overseeing infrastructure projects designed to
maintain safe and reliable water and
wastewater services.
Staff manages the capital improvement
program, coordinates with new development,
and provides technical support for the
infrastructure system.
Director of Engineering
& Operations
Sr. Administrative
Assistant
Sr. Engineer
(2)
Sr. Engineering
Technician
Engineering Technician
II
39
Total Employees: 6
ACCOMPLISHMENTS
Develop and Implement the
District’s Capital improvement
Program to Address
Rehabilitation and Maintenance
Needs While Also Preparing for
New Development
Completed Phase III of the AMI
Meter Replacement Program
Evaluated properties for new
storage reservoirs and initiated
purchase of one
Completed wastewater main
replacements on 35th St, Modesto
Dr and Ferndale Ave
Completed the Water System
Master Plan and the Sewer System
Master Plan
Develop and Expand
Workflow Procedures to
Maximize Inter-Departmental
Communication and
Cooperation with Engineering
Increased the level of collaboration
with the Operations Department to
accomplish mapping updates
Support the Steps Necessary
for the Advancement of the
SNRC
Led design efforts for the SNRC
treatment process
Continued permitting work with
regulatory agencies
40
GOALS & OBJECTIVES
•Develop a 5-year CIP based on the updated Water System and Sewer System Master Plans
•Lead process resulting in long-term contract for rehabilitation of multiple reservoirs
•Complete development guidelines update and present to Board for adoption
Develop and Implement the
District’s Capital Improvement
Program to Address
Rehabilitation and Maintenance
Needs While Also Preparing for
New Development
•Evaluate long-term solutions to addressing disinfection byproduct formation
•Investigate improvements to increase capacity for sludge handling at Plant 134
•Conduct a Feasibility Study for a Water Treatment Plant at the east-end of the District’s
service area
Develop Plans to Optimize
District utilization of local and
imported surface water
•Lead evaluation of digesters and complete design if included
•Ensure decisions are made promptly to support construction efforts
•Continue working with regulatory agencies to receive needed approvals and permits
Support the Steps
Necessary for Advancement
of the SNRC
41
WATER PRODUCTION
Operations
Manager
Water Production
Supervisor
Sr. Water
Production
Operator
Water Production
Operator III (3)
Water Production
Operator II
Administrative
Assistant
WATER PRODUCTION
Water Production is responsible for the daily
monitoring and operations of the entire water
production system.
This program ensures the timely preventative
maintenance of all pumps, motors, wells,
boosters, reservoirs, pressure regulating
valves (PRVs), hydro-pneumatic plants, and
the Supervisory Control and Data Acquisition
(SCADA) system.
Staff also operates the North Fork Canal.
43
Total Employees: 7
ACCOMPLISHMENTS
Develop a Water Supply Mix
Plan to Maximize Surface
Water
Installed tank mixing equipment
at Plants 101 and 140 reducing
TTHMs and overall better Water
Quality
Implement Improvements to
Enhance the SCADA
System
Worked with SCADA contractor
on electrical and telemetry
cabinet cleaning and
maintenance
Worked with contractor to
complete SCADA assessment
Develop a Plan to Address
Challenges and
Opportunities Related to the
North Fork Water Company
Converted five North Fork
irrigators from weir delivery to
metered delivery
Established ownership of North
Fork shares to become a 90%
stakeholder in the North Fork
Water Company
Completed removal of North
Fork weir 40 to secure the
environment and safety in the
area
44
GOALS & OBJECTIVES
•Select three tanks, distribute Invitations to Bid, complete bid process, and execute contract
to complete three rehabilitation projects by June 2021
•Contract for design of alternative water distribution solutions where rehabilitation of tank(s)
will interrupt service for sections of service area
Prioritize and Execute Contracts
for Tank/Reservoir
Rehabilitation Projects Based
on Findings in Harper
Engineering Report
•Contract with Consultant for recommended improvements to the District’s radio network
infrastructure
•Implement SCADA integrator’s new pump time controls to operate during SCE’s least
expensive run-times
Implement Improvements to
Enhance the SCADA System
•Determine District’s obligations to deliver water to Bear Valley shareholders under 1988
Agreement
•Facilitate execution of agreements with shareholders who need to retain limited rights to
water for irrigation purposes by installing connection points to District’s distribution system
•Abandon weirs and other facilities made unnecessary by shareholder agreements
Transition NFWC and
Bear Valley Mutual Water
Company Shareholders from
North Fork Canal/Pipeline to
Alternative Metered
Connections
45
WATER TREATMENT
WATER TREATMENT
Water Treatment is responsible for using
various methods to treat the three different
sources of supply used by the District.
Staff is trained to operate the Surface Water
Treatment Plant 134 to maximize both Santa
Ana River water and imported State Project
water.
Staff also operates two unique groundwater
treatment facilities: Plant 28 uses Granular
Activated Carbon (GAC) and Plant 39 is a
blending facility.
Water Production
Supervisor
Sr. Treatment Plant
Operator
47
Total Employees: 2
ACCOMPLISHMENTS
Incorporate Operation and
Maintenance of the Hydro-
Generation Technology at
Plant 134
Developed an Operating Guide to
support safe and effective
Procedures
Trained staff regarding the hydro-
generation technology
Incorporated the upkeep and
inspection of equipment into Plant
134’s maintenance schedule
Complete Plant 134
Membrane Replacement
Phase Two of the 5-Year
Replacement Plan
Received and installed new
membrane filters at Plant 134
Coordinated a schedule and began
installation of the membrane filters
at Plant 134
Support the Development of
a Long-Term Plant 134 Site
Improvement Plan
Began discussions with Facilities to
secure quotes on fencing options
for site
Coordinated security camera
options and locations
recommendations and quotes with
IT Services
Presented the Plant 134 Site
Improvement Plan to the Board of
Directors
48
GOALS & OBJECTIVES
•Understand recommendations for additional treatment processes needed to maintain high
water quality
•Assist in capital planning for new treatment processes
Support Consultant with Data
for Additional Treatment
Process Water Quality
Improvements
•Identify the modules to be replaced in Phase 3
•Procure the needed membranes modules from the manufacturer in accordance with the
District’s purchasing policy
•Coordinate and schedule the in-house installation of the new membranes
Complete Plant 134 Membrane
Replacements Using a Five-
Phase Replacement Plan
•Coordinate with Engineering to identify a capital project to enhance sludge removal
•Provide support to begin implementing these planning efforts
Support the Development of a
Long-Term Plant 134 Site
Improvement Plan
49
WATER QUALITY
WATER QUALITY
Water Quality is responsible for ensuring
District compliance with State and Federal
Drinking Water Regulations.
This program manages Backflow Prevention,
Water Sampling and Testing, and Fire Hydrant
Flushing Programs.
Water Quality
Coordinator
Water Quality
Technician
51
Total Employees: 2
ACCOMPLISHMENTS
Conduct Expanded
Sampling Multi-Year
Programs to Ensure
Compliance with all State
and Federal Water Quality
Requirements
Completed one of three
constituents’ list of sampling for
the EPA’s Unregulated
Contaminant Monitoring Rule
Successfully completed Tri-Annual
Lead and Copper sampling with
expanded collection requirements
Implement the Mandatory
Lead Sampling in Schools
Program as Required by
Assembly Bill 746
Successfully completed K-12
Lead Sampling at all schools
served by the District in
accordance with
AB 746
Implement an In-House
Environmental Controls and
Compliance Program
Increased customer
participation in the District’s
backflow testing program by an
additional 10%
52
GOALS & OBJECTIVES
•Conduct unregulated contaminant sampling to comply with Federal water quality standards
•Support efforts to assist in treatment process improvements at Plant 134
•Install tank mixing equipment at Plant 108
Conduct Expanded Sampling
Programs to Ensure
Compliance with All State and
Federal Water Quality
Requirements
•Evaluate processes used by other agencies to assist with Fats, Oils and Grease (FOG)
program implementation in conjunction with the SNRC
•Transition current backflow software access to web-enabled for field access
•Review District ordinance 396 to accommodate the in-house backflow testing program
Implement an In-House
Environmental Controls and
Compliance Program
53
WATER MAINTENANCE
WATER MAINTENANCE
Water Maintenance is responsible for the
repair and replacement of the District’s water
distribution mains, water service lines, fire
hydrants, meters, valves, and all related
equipment.
Field Service
Supervisor
Sr. Field Service
Worker (2)
Field Service Worker III
(4)
Field Service Worker II
(5)
Field Service Worker I
(2)Storekeeper/Buyer
55
Total Employees: 15
ACCOMPLISHMENTS
GPS All Valves and Meter
Boxes within the Service
Area
Implemented GPS meter box
program
Captured over 4,700 boxes using
the GPS meter box program
Review Data Accuracy
Compared to Actual Field
Conditions
Assisted Engineering Department
with job and tract inspections
Reported inconsistencies in maps
to Engineering staff and requested
map corrections
Facilitate Technology
Trainings and Community
Engagement
Cross trained all new field staff
to run the valve maintenance
truck, sewer jetting and sewer
camera truck
Increased employees’ level of
Water Distribution, Treatment
and Collections Certifications
Implemented water line leak
detection program to comply with
new State water audit
56
GOALS & OBJECTIVES
•Exercise all gate valves between Boulder Ave on the east, and Central Ave on the west
•Work with Production to perform inspection and operation of critical valves at 12 plants
•Inspect, and paint if necessary, 1,500 hydrants
Implement Adjusted
Preventative Maintenance
Schedules to Ensure Equipment
Readiness for Emergency
Response
•Train three additional operators on GPS equipment
•Obtain GPS location for all valves exercised
•Field verify GPS locations for all meters within AMI Phases II and III
Obtain Exact Coordinates for All
Valves and Meter Boxes Using
Global Positioning System
(GPS) Equipment
•Work with IT to ensure all Field Staff are equipped with appropriate mobile devices
•Conduct field surveys of the west-end of the District to validate GIS data
•Improve on the existing field verification and correction process to ensure information is
updated within 30 days
Review Data Accuracy
Compared to Actual Field
Conditions
57
WASTEWATER MAINTENANCE
WASTEWATER MAINTENANCE
Wastewater Maintenance is responsible for
monitoring and helping ensure the free flow
and containment of wastewater through the
District’s 220 miles of wastewater conveyance
pipelines.
The Wastewater Maintenance program’s
primary mission is to prevent wastewater spills
and leaks.
Field Service
Supervisor
Field Service
Worker III (2)
Field Service
Worker II (2)
59
Total Employees: 4
ACCOMPLISHMENTS
Complete Implementation
of GraniteNet Software to
Collect Data Regarding
Wastewater Collection
System Maintenance
Completed the software
upgrade to GraniteNet for
Wastewater Collection System
Maintenance
Identify Operational Change
Needed to Accommodate
Planned Development within
the District
Identified training and certification
requirements for wastewater
treatment certificates
Incorporate GPS Data to
Enhance Efficiency of
Wastewater Maintenance
Operations and Asset
Management
Identified manholes located
within easements and
implemented planned
maintenance to reduce damage
caused by tree roots and other
field conditions
Conducted training and created
an Operating Guide for GPS
equipment
60
GOALS & OBJECTIVES
•Video inspect and assess all District mains between the northern and southern boundaries
and west of Del Rosa Dr
•Clean a minimum of 220 miles of wastewater main
•Support employees in obtaining California Water Environment Association Collection System
Maintenance certification
Continue Wastewater Collection
System Maintenance and
Management
•Document contributing factors of high maintenance areas in preparation for the in-house
Fats, Oils and Grease (FOG) Program
•Send out letters to FOG generating businesses/customers
•Train staff on the lateral launcher tool
Identify Operational Changes
Needed to Accommodate
Planned Development within the
District
•Gather the GPS location of all manhole covers and siphons
•Conduct training and create an Operating Guide for GPS equipment
Incorporate GPS Data to
Enhance Efficiency of
Wastewater Maintenance
Operations and Asset
Management
61
FACILITIES MAINTENANCE
FACILITIES MAINTENANCE
Facilities Maintenance is responsible for the
complete Maintenance and repair of all District
Facilities, including Administration Buildings,
Water Facilities, District-Owned vacant
properties and easements.
Water Production
Supervisor
Facilities Maintenance
Coordinator
Facilities Maintenance
Worker
63
Total Employees: 2
ACCOMPLISHMENTS
Implement a Long-Term
Site Improvement Plan for
Plant 134
Began a security development
program for cameras at Plant
134 site with contractor
Began development of a lab
remodeling design for existing
District pallets
Develop a Facilities
Maintenance Program to
Track and Anticipate Future
Costs Associated with All
District Facilities
Began developing an Asset
Management Program with IT
Services using Cityworks
Complete Systematic
Upgrades and Rehabilitation
of District Facilities
Worked with Public Affairs on
Demonstration Garden upgrades
Completed various security
upgrades at Headquarters
Upgraded inside and outside
LED lights at Plant 134
Removed swamp coolers and
upgraded to HVAC at Plants 99,
33, 24A, 24B, and 129
64
GOALS & OBJECTIVES
•Install security cameras
•Remodel laboratory to include restroom, flooring and cabinetry
•Develop a comprehensive site improvement project list
Implement a Long-Term
Site Improvement Plan
for Plant 134
•Begin incorporating facilities data into the selected Facilities Maintenance Program
•Implement a consistent request tracking system and provide training to staff
•Develop recommendations to be included in a long-term staffing plan
Develop a Facilities
Maintenance Program to Track
and Anticipate Future Costs
Associated with All District
Facilities
•Rehabilitate pump house at Plant 129
•Paint and replace HVAC at Plant 149
•Replace landscaping and paint pump house at Plant 108
Complete Systematic Upgrades
and Rehabilitation of District
Facilities
65
FLEET MAINTENANCE
FLEET MAINTENANCE
Fleet Maintenance is responsible for
preventative maintenance and repairs of the
District’s vehicles and heavy equipment.
Staff is responsible for ensuring air quality
regulations, vehicle registration and
transportation requirements.
Field Service Supervisor
Equipment Mechanic III
67
Total Employees: 1
ACCOMPLISHMENTS
Enhance Emergency
Response Capabilities
Installed radios in all trucks
for emergency preparedness
Installed Network Fleet
(GPS devices) on all vehicles
Utilize the Most Effective
Fleet Maintenance Methods
Implemented Outsourcing
maintenance program which supports
no vehicle downtime
Hired a consultant to evaluate all
vehicles, equipment and generators
to ensure the District complies with
all Southern California Air Quality
permits and regulations
Submitted application for Smog
exempting for 2019 due to the
addition of Network Fleet installed in
all vehicles
68
GOALS & OBJECTIVES
•Contract with air quality consultant for Air Quality Management District and California Air
Resource Board
•Schedule semi-annual on-site safety training for vehicles and equipment
•Transmit emissions data to the Bureau of Automotive Repair using new Network Fleet
devices
Comply with Current Air Quality
and Highway Safety
Regulations
•Purchase a trailer mounted back-up generator
•Register new generator with DMV and CARB
Continue Enhancement of
Emergency Response
Capabilities
•Evaluate third-party fleet turnover program for light-duty vehicles
•Identify heavy-duty vehicles and equipment for replacement
•Purchase and register new vehicles and equipment
Transition Fleet Management
Program
69
GOVERNING BOARD
GOVERNING BOARD
The Governing Board is the legislative body of
the organization.
Board members provide leadership, direction,
and serve as the organizational policy makers.
Appoints the General Manager/CEO for
day-to-day operations.
Elected Officials: 5
Board Chairman
Vice Chairman
Board Member (3)
71
ACCOMPLISHMENTS
Provide Organizational
Direction and Set
Expectations Through Policy
Decisions
Approved a 5-Year Work Plan
Conducted General Manager/CEO
annual evaluation, including
establishment of FY 2019-20 Goals
Updated the Board of Directors’
Handbook and Policies
Addressed Policy Related
Decisions to Construct the
SNRC
Considered agenda items
regarding the SNRC
Selected a Design-Build entity for
project construction
Participated in activities that
encourage community engagement
for the SNRC
Participate in Activities to
Promote Community
Engagement and Increase
Board Qualifications
Coordinated with the San
Bernardino County Registrar of
Voters to hold the 2018 elections
Posted all required election
information and notifications
Participated in internal and
external professional
development activities
72
GOALS & OBJECTIVES
•Conduct General Manager/CEO annual evaluation, including establishment of FY 2019-20
Goals
•Consider actions related to the North Fork Water Company consolidation
•Conduct Board Member evaluations and establish Board leadership positions
Provide Organizational Direction
and Set Expectations Through
Policy Decisions
•Consider agenda items related to on-going construction of the SNRC
•Evaluate staffing plan and program proposals related to the operation of the SNRC
•Participate in activities that encourage community engagement for the SNRC
Address Policy Related
Decisions related to the Sterling
Natural Resource Center
(SNRC)
•Evaluate and consider agenda items related to water/wastewater rate studies
•Support development of a resource list for the implementation of the 5-Year Work Plan
•Consider a Memorandum of Understanding with the East Valley Water District Employee
Partnership
Make Financial Decisions that
Result in Stability and
Understanding Operational
Complexities
73
74
FY 2019-20
REVENUE PROJECTIONS May 7, 2019
2018-19 REVENUE
2018-19 REVENUE
•Water Sales
•Projected Water Sales of 6,277,000 HCF for $15,100,000
•Actual Water Sales Were 7,209,000 HCF for $16,269,000
•Water System (Meter) Charges
•$8,876,551 on Customer Connections
•$124,919 on Temporary Connections
•Wastewater System (Collection) Charges Projected Revenue:
•$3,543,420 on 19,125 SFR Accounts
•$1,104,247 on 1,080 MF/Commercial Accounts
3
2018-19 REVENUE -CONTINUED
•No Rate Adjustments Were Effective During the 2018-19 Fiscal Year
•Most Recent Adjustments:
•July 2017 -Commodity Rate Increased -½ of Phase 3 Adopted Rate (6%)
•July 2016 Water System (Meter Charge) -Phase 2 Implemented
•October 2012 -Wastewater System (Collection) Charges Increased 9%
•July 1, 2017 Wastewater Treatment Rate Increase -$0.70 per SFR (3%)
4
EVALUATING RESULTS –WATER REVENUE
$8,887,245 $8,943,223 $9,001,470
$5,908,583 $6,258,376 $6,229,945
$5,688,633 $5,940,316 $5,954,209
$2,940,651
$4,143,686 $4,084,748
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
$25,000,000
$30,000,000
FY 2016-17 FY 2017-18 FY 2018-19
Meter Charges Tier 1 Tier 2 Tier 3
$14,537,867
$23.4 Million $25.3 Million
$16,342,378
$25.3 Million
5
$16,268,902
EVALUATING RESULTS –WASTEWATER REVENUE
$8,129,944 $8,578,638 $8,666,031
$4,543,978 $4,650,970 $4,647,667
$0
$2,000,000
$4,000,000
$6,000,000
$8,000,000
$10,000,000
$12,000,000
$14,000,000
FY 2016-17 FY 2017-18 FY 2018-19
System Charge Treatment Charge
$12.7 Million $13.2 Million $13.3 Million
6
REVENUE PROJECTIONS
WATER RATES
RATE
TYPE
CURRENT
RATES
PROPOSED
RATES
Tier 1 $ 1.73 $ 1.83
Tier 2 2.46 2.61
Tier 3 3.44 3.64
METER
SIZE
CURRENT
RATES
5/8”$ 23.06
3/4”29.27
1”41.71
1 1/2”72.81
2”110.13
3”228.30
4”402.44
6”819.44
8”1,503.28
Commercial
Fire Service 8.78 to 87.84
Implement Remaining Volumetric Rates
Adopted March 2015
Effective January 2020
8
WATER USAGE BY MONTH
0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
July Aug Sept Oct Nov Dec Jan Febr March Apr May June
2015-16 2016-17 2017-18 2018-19 2019-20
Projected Usage for FY 2019-20
6,993,000 HCF or 5,230 MG
9
FY 2019-20 PROJECTED WATER REVENUE
$8,960,000 $9,001,470 $8,980,000
$15,100,000
$16,357,518 $15,900,000
$0
$2,000,000
$4,000,000
$6,000,000
$8,000,000
$10,000,000
$12,000,000
$14,000,000
$16,000,000
$18,000,000
FY 2018-19 Budget FY 2018-19 Projected FY 2019-20
Meter Water Sales
$24.1 Million $24.9 Million$25.3 Million
10
11
FY 2019-20 WATER SALES
RATE TYPE TIER 1 TIER 2 TIER 3
Residential $ 3,806,000 $ 3,715,000 $ 1,554,000
Multi-Family 1,624,000 963,000 763,000
Commercial 873,000 94,000 297,000
Irrigation /
Construction 0 1,305,000 906,000
Residential
$9,075,000
Multi-Family
$3,350,000
Commercial
$1,264,000
Irrigation
$2,211,000
TOTAL -$15,900,000
FY 2019-20 METER CHARGES
METER SIZE COUNT RATE
5/8”4,020 23.06
3/4”12,453 29.27
1”4,179 41.71
1 1/2”270 72.81
2”292 110.13
3”62 228.30
4”22 402.44
6”12 819.44
8”11 1,503.28
Commercial
Fire Services 255 Various
$1,113,000
$4,374,000
$2,092,000
$236,000
$1,000,000
$165,000
TOTAL -$8,980,000
5/8"3/4"1"1.5"2" and Larger Fire Svcs
12
FY 2019-20 WASTEWATER SYSTEM CHARGES
CUSTOMER TYPE SERVICE
CONNECTIONS
ESTIMATED
USAGE
MONTHLY FIXED
OR UNIT CHARGE
TOTAL
REVENUE
Residential 19,125 N/A $ 15.36 $ 3,525,000
Commercial / Multi-Family
Fixed 1,080 3.90 50,500
Volumetric 1,950,000 0.55 1,072,500
Commercial Total $ 1,123,000
Wastewater System Charges Total $ 4,648,000
13
FY 2019-20 WASTEWATER TREATMENT CHARGES
City of San Bernardino Rates Effective 7/1/2017
•Residential: $21.55 Monthly
•Multi-Family: $1.97, plus $1.53 per HCF
•Non-Residential: $3.52, plus $1.33 to $3.28 per HCF
FY 2018-19 FY 2019-20
Wastewater Treatment Charges $ 8,233,000 $ 8,665,000
Contract Services –Wastewater Treatment (8,233,000)(8,665,000)
Net Effect on District Operations $ 0 $ 0
14
FY 2019-20 WASTEWATER TREATMENT CHARGES
CUSTOMER TYPE
SERVICE
CONNECTIONS
ESTIMATED
USAGE
MONTHLY FIXED
OR UNIT CHARGE
TOTAL
REVENUE
Residential 19,125 N/A $ 21.55 $ 4,945,000
Multi-Family -Fixed 468 1.97 11,000
Multi-Family -Volumetric 1,320,000 1.53 2,019,000
Commercial -Fixed 612 3.52 26,000
Commercial -Volumetric 630,000 Various 1,664,000
Commercial Total $ 3,720,000
Wastewater Treatment Charges Total $ 8,665,000
15
FY 2019-20 OTHER CHARGES & REVENUE
$80,000
$115,000
$360,000
$80,000
$5,000
$31,000
$36,000
$300,000
$0 $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 $350,000 $400,000
Initiation of Service Fee
Delinquent Fee
Disconnect Notice Charge
Disconnect / Reconnect Fee
Returned Payment Fee
Facility Rental Fee
Miscellaneous Revenue
Interest Revenue
TOTAL PROJECTED REVENUE -$1,007,000
16
FY 2019-20 PROJECTED RATE REVENUE
$7,165,655 $8,128,030 $8,697,671 $8,666,031 $8,665,000
$4,286,594 $4,703,439 $4,668,923 $4,647,667 $4,648,000
$19,990,600 $23,500,991 $26,063,647 $25,270,372
$24,880,000
$1,581,233
$1,116,089
$860,884 $834,000 $984,000
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
$25,000,000
$30,000,000
$35,000,000
$40,000,000
$45,000,000
FY 2015-16 FY 2016-17 FY 2017-18 FY 2018-19 FY 2019-20
Wastewater Treatment Charges Wastewater System Charges Water Revenue Other
$33 Million $37.4 Million $40.3 Million $39.4 Million $39.2 Million
17
2019-20 OPERATING BUDGET SUMMARY
WATER WASTEWATER
Sales & Services $ 24,880,000 $ 13,313,000
Other Charges 471,000 200,000
Investment & Miscellaneous Revenue 284,000 52,000
Total Revenue $ 25,635,000 $ 13,565,000
Operations 17,557,200 12,411,800
Debt Service 4,025,000 312,000
Capital Expenditures 4,052,800 841,200
Total Expenditures $ 25,635,000 $ 13,565,000
18