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HomeMy WebLinkAboutAgenda Packet - EVWD Board of Directors - 10/09/2024BOARD OF DIRECTORS OCTOBER 9, 2024 East Valley Water District was formed in 1954 and provides water and wastewater services to 108,000 residents within the cities of San Bernardino and Highland, and portions of San Bernardino County. EVWD operates under the direction of a 5­member elected Board. GOVERNING BOARD EXECUTIVE MANAGEMENT James Morales, Jr. Chairman of the Board Michael Moore General Manager/CEO Ronald L. Coats Vice­Chairman Brian W. Tompkins Chief Financial Officer Chris Carrillo Governing Board Member Jeff Noelte Director of Engineering & Operations David E. Smith Governing Board Member Kerrie Bryan Director of Administrative Services Phillip R. Goodrich Governing Board Member Patrick Milroy  Operations Manager Manuel Moreno Water Reclamation Manager William Ringland Public Affairs/Conservation Manager Justine Hendricksen District Clerk Board of Directors Regular Meeting October 09, 2024 ­ 5:30 PM Closed Session begins at 4:30 p.m. 31111 Greenspot Road, Highland, CA 92346  www.eastvalley.org PLEASE NOTE: Materials related to an item on this agenda submitted to the Board after distribution of the agenda packet are available for public inspection in the District’s office located at 31111 Greenspot Rd., Highland, during normal business hours. Also, such documents are available on the District’s website at eastvalley.org and are subject to staff’s ability to post the documents before the meeting. Pursuant to Government Code Section 54954.2(a), any request for a disability­related modification or accommodation, including auxiliary aids or services, that is sought in order to participate in the above agendized public meeting should be directed to the District Clerk at (909) 885­4900 at least 72 hours prior to said meeting. In order to comply with legal requirements for posting of agenda, only those items filed with the District Clerk by 12:00 p.m. on Wednesday prior to the following Wednesday meeting not requiring departmental investigation, will be considered by the Board of Directors. CALL TO ORDER ROLL CALL OF BOARD MEMBERS PUBLIC COMMENTS Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card and submit it to the District Clerk prior to the start of the meeting. Each speaker is limited to three (3) minutes, unless waived by the Chairman of the Board. Under the State of California Brown Act, the Board of Directors is prohibited from discussing or taking action on any item not listed on the posted agenda. The matter will automatically be referred to staff for an appropriate response or action and may appear on the agenda at a future meeting. 1.AGENDA This agenda contains a brief general description of each item to be considered. Except as otherwise provided by law, no action shall be taken on any item not appearing on the following agenda unless the Board of Directors makes a determination that an emergency exists or that a need to take immediate action on the item came to the attention of the District subsequent to the posting of the agenda. a.Approval of Agenda RECESS INTO CLOSED SESSION 2.CLOSED SESSION a.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION [Government Code Section 54956.9(d)(1)] Name of Case: East Valley Water District v. Brucie Cagle, et al., CASE NO. CIVSB 2112619 [Cross­Complaint: Raley v. North Fork Water Company, et al.] b.CONFERENCE WITH REAL PROPERTY NEGOTIATORS (Government Code Section 54956.8) Property:   East End Hydroelectric Generation Plant property located on various parcels and easements in Mill Creek and Santa Ana River Canyons        District Negotiators:       Michael Moore, General Manager/CEO Negotiating Parties:       Southern California Edison Under Negotiation:        Price and Terms of Payment 5:30 PM RECONVENE MEETING PLEDGE OF ALLEGIANCE ROLL CALL OF BOARD MEMBERS ANNOUNCEMENT OF CLOSED SESSION ACTIONS ITEMS PRESENTATIONS AND CEREMONIAL ITEMS • Providing Exceptional Customer Service PUBLIC COMMENTS 3.APPROVAL OF CONSENT CALENDAR All matters listed under the Consent Calendar are considered by the Board of Directors to be routine and will be enacted in one motion. There will be no discussion of these items prior to the time the board considers the motion unless members of the board, the administrative staff, or the public request specific items to be discussed and/or removed from the Consent Calendar. a.Approve Directors' Fees and Expenses for September 2024 b.Approve Board Meeting Cancellations 4.DISCUSSION AND POSSIBLE ACTION ITEMS a.Consider Approval of Construction Contract and Construction Phase Engineering Services for Plant 101 Rehabilitation Project and Filing of Notice of Exemption under the California Environmental Quality Act 5.INFORMATIONAL ITEMS a.Strategic Plan 6.REPORTS a.Board of Directors’ Reports b.General Manager/CEO Report c.Legal Counsel Report d.Board of Directors’ Comments ADJOURN BOARD OF DIRECTORSOCTOBER 9, 2024East Valley Water District was formed in 1954 and provides water and wastewater services to108,000 residents within the cities of San Bernardino and Highland, and portions of SanBernardino County.EVWD operates under the direction of a 5­member elected Board.GOVERNING BOARD EXECUTIVE MANAGEMENTJames Morales, Jr.Chairman of the Board Michael MooreGeneral Manager/CEORonald L. CoatsVice­Chairman Brian W. TompkinsChief Financial OfficerChris CarrilloGoverning Board Member Jeff NoelteDirector of Engineering & OperationsDavid E. SmithGoverning Board Member Kerrie BryanDirector of Administrative ServicesPhillip R. GoodrichGoverning Board Member Patrick Milroy Operations ManagerManuel MorenoWater Reclamation ManagerWilliam Ringland Public Affairs/Conservation Manager Justine Hendricksen District Clerk Board of Directors Regular Meeting October 09, 2024 ­ 5:30 PM Closed Session begins at 4:30 p.m. 31111 Greenspot Road, Highland, CA 92346  www.eastvalley.org PLEASE NOTE: Materials related to an item on this agenda submitted to the Board after distribution of the agenda packet are available for public inspection in the District’s office located at 31111 Greenspot Rd., Highland, during normal business hours. Also, such documents are available on the District’s website at eastvalley.org and are subject to staff’s ability to post the documents before the meeting. Pursuant to Government Code Section 54954.2(a), any request for a disability­related modification or accommodation, including auxiliary aids or services, that is sought in order to participate in the above agendized public meeting should be directed to the District Clerk at (909) 885­4900 at least 72 hours prior to said meeting. In order to comply with legal requirements for posting of agenda, only those items filed with the District Clerk by 12:00 p.m. on Wednesday prior to the following Wednesday meeting not requiring departmental investigation, will be considered by the Board of Directors. CALL TO ORDER ROLL CALL OF BOARD MEMBERS PUBLIC COMMENTS Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card and submit it to the District Clerk prior to the start of the meeting. Each speaker is limited to three (3) minutes, unless waived by the Chairman of the Board. Under the State of California Brown Act, the Board of Directors is prohibited from discussing or taking action on any item not listed on the posted agenda. The matter will automatically be referred to staff for an appropriate response or action and may appear on the agenda at a future meeting. 1.AGENDA This agenda contains a brief general description of each item to be considered. Except as otherwise provided by law, no action shall be taken on any item not appearing on the following agenda unless the Board of Directors makes a determination that an emergency exists or that a need to take immediate action on the item came to the attention of the District subsequent to the posting of the agenda. a.Approval of Agenda RECESS INTO CLOSED SESSION 2.CLOSED SESSION a.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION [Government Code Section 54956.9(d)(1)] Name of Case: East Valley Water District v. Brucie Cagle, et al., CASE NO. CIVSB 2112619 [Cross­Complaint: Raley v. North Fork Water Company, et al.] b.CONFERENCE WITH REAL PROPERTY NEGOTIATORS (Government Code Section 54956.8) Property:   East End Hydroelectric Generation Plant property located on various parcels and easements in Mill Creek and Santa Ana River Canyons        District Negotiators:       Michael Moore, General Manager/CEO Negotiating Parties:       Southern California Edison Under Negotiation:        Price and Terms of Payment 5:30 PM RECONVENE MEETING PLEDGE OF ALLEGIANCE ROLL CALL OF BOARD MEMBERS ANNOUNCEMENT OF CLOSED SESSION ACTIONS ITEMS PRESENTATIONS AND CEREMONIAL ITEMS • Providing Exceptional Customer Service PUBLIC COMMENTS 3.APPROVAL OF CONSENT CALENDAR All matters listed under the Consent Calendar are considered by the Board of Directors to be routine and will be enacted in one motion. There will be no discussion of these items prior to the time the board considers the motion unless members of the board, the administrative staff, or the public request specific items to be discussed and/or removed from the Consent Calendar. a.Approve Directors' Fees and Expenses for September 2024 b.Approve Board Meeting Cancellations 4.DISCUSSION AND POSSIBLE ACTION ITEMS a.Consider Approval of Construction Contract and Construction Phase Engineering Services for Plant 101 Rehabilitation Project and Filing of Notice of Exemption under the California Environmental Quality Act 5.INFORMATIONAL ITEMS a.Strategic Plan 6.REPORTS a.Board of Directors’ Reports b.General Manager/CEO Report c.Legal Counsel Report d.Board of Directors’ Comments ADJOURN BOARD OF DIRECTORSOCTOBER 9, 2024East Valley Water District was formed in 1954 and provides water and wastewater services to108,000 residents within the cities of San Bernardino and Highland, and portions of SanBernardino County.EVWD operates under the direction of a 5­member elected Board.GOVERNING BOARD EXECUTIVE MANAGEMENTJames Morales, Jr.Chairman of the Board Michael MooreGeneral Manager/CEORonald L. CoatsVice­Chairman Brian W. TompkinsChief Financial OfficerChris CarrilloGoverning Board Member Jeff NoelteDirector of Engineering & OperationsDavid E. SmithGoverning Board Member Kerrie BryanDirector of Administrative ServicesPhillip R. GoodrichGoverning Board Member Patrick Milroy Operations ManagerManuel MorenoWater Reclamation ManagerWilliam RinglandPublic Affairs/Conservation ManagerJustine HendricksenDistrict ClerkBoard of Directors Regular MeetingOctober 09, 2024 ­ 5:30 PMClosed Session begins at 4:30 p.m.31111 Greenspot Road, Highland, CA 92346 www.eastvalley.orgPLEASE NOTE:Materials related to an item on this agenda submitted to the Board after distribution of theagenda packet are available for public inspection in the District’s office located at 31111Greenspot Rd., Highland, during normal business hours. Also, such documents are availableon the District’s website at eastvalley.org and are subject to staff’s ability to post thedocuments before the meeting.Pursuant to Government Code Section 54954.2(a), any request for a disability­relatedmodification or accommodation, including auxiliary aids or services, that is sought in orderto participate in the above agendized public meeting should be directed to the District Clerkat (909) 885­4900 at least 72 hours prior to said meeting. In order to comply with legal requirements for posting of agenda, only those items filed with the District Clerk by 12:00 p.m. on Wednesday prior to the following Wednesday meeting not requiring departmental investigation, will be considered by the Board of Directors. CALL TO ORDER ROLL CALL OF BOARD MEMBERS PUBLIC COMMENTS Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card and submit it to the District Clerk prior to the start of the meeting. Each speaker is limited to three (3) minutes, unless waived by the Chairman of the Board. Under the State of California Brown Act, the Board of Directors is prohibited from discussing or taking action on any item not listed on the posted agenda. The matter will automatically be referred to staff for an appropriate response or action and may appear on the agenda at a future meeting. 1.AGENDA This agenda contains a brief general description of each item to be considered. Except as otherwise provided by law, no action shall be taken on any item not appearing on the following agenda unless the Board of Directors makes a determination that an emergency exists or that a need to take immediate action on the item came to the attention of the District subsequent to the posting of the agenda. a.Approval of Agenda RECESS INTO CLOSED SESSION 2.CLOSED SESSION a.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION [Government Code Section 54956.9(d)(1)] Name of Case: East Valley Water District v. Brucie Cagle, et al., CASE NO. CIVSB 2112619 [Cross­Complaint: Raley v. North Fork Water Company, et al.] b.CONFERENCE WITH REAL PROPERTY NEGOTIATORS (Government Code Section 54956.8) Property:   East End Hydroelectric Generation Plant property located on various parcels and easements in Mill Creek and Santa Ana River Canyons        District Negotiators:       Michael Moore, General Manager/CEO Negotiating Parties:       Southern California Edison Under Negotiation:        Price and Terms of Payment 5:30 PM RECONVENE MEETING PLEDGE OF ALLEGIANCE ROLL CALL OF BOARD MEMBERS ANNOUNCEMENT OF CLOSED SESSION ACTIONS ITEMS PRESENTATIONS AND CEREMONIAL ITEMS • Providing Exceptional Customer Service PUBLIC COMMENTS 3.APPROVAL OF CONSENT CALENDAR All matters listed under the Consent Calendar are considered by the Board of Directors to be routine and will be enacted in one motion. There will be no discussion of these items prior to the time the board considers the motion unless members of the board, the administrative staff, or the public request specific items to be discussed and/or removed from the Consent Calendar. a.Approve Directors' Fees and Expenses for September 2024 b.Approve Board Meeting Cancellations 4.DISCUSSION AND POSSIBLE ACTION ITEMS a.Consider Approval of Construction Contract and Construction Phase Engineering Services for Plant 101 Rehabilitation Project and Filing of Notice of Exemption under the California Environmental Quality Act 5.INFORMATIONAL ITEMS a.Strategic Plan 6.REPORTS a.Board of Directors’ Reports b.General Manager/CEO Report c.Legal Counsel Report d.Board of Directors’ Comments ADJOURN BOARD OF DIRECTORSOCTOBER 9, 2024East Valley Water District was formed in 1954 and provides water and wastewater services to108,000 residents within the cities of San Bernardino and Highland, and portions of SanBernardino County.EVWD operates under the direction of a 5­member elected Board.GOVERNING BOARD EXECUTIVE MANAGEMENTJames Morales, Jr.Chairman of the Board Michael MooreGeneral Manager/CEORonald L. CoatsVice­Chairman Brian W. TompkinsChief Financial OfficerChris CarrilloGoverning Board Member Jeff NoelteDirector of Engineering & OperationsDavid E. SmithGoverning Board Member Kerrie BryanDirector of Administrative ServicesPhillip R. GoodrichGoverning Board Member Patrick Milroy Operations ManagerManuel MorenoWater Reclamation ManagerWilliam RinglandPublic Affairs/Conservation ManagerJustine HendricksenDistrict ClerkBoard of Directors Regular MeetingOctober 09, 2024 ­ 5:30 PMClosed Session begins at 4:30 p.m.31111 Greenspot Road, Highland, CA 92346 www.eastvalley.orgPLEASE NOTE:Materials related to an item on this agenda submitted to the Board after distribution of theagenda packet are available for public inspection in the District’s office located at 31111Greenspot Rd., Highland, during normal business hours. Also, such documents are availableon the District’s website at eastvalley.org and are subject to staff’s ability to post thedocuments before the meeting.Pursuant to Government Code Section 54954.2(a), any request for a disability­relatedmodification or accommodation, including auxiliary aids or services, that is sought in orderto participate in the above agendized public meeting should be directed to the District Clerkat (909) 885­4900 at least 72 hours prior to said meeting.In order to comply with legal requirements for posting of agenda, only those items filedwith the District Clerk by 12:00 p.m. on Wednesday prior to the following Wednesdaymeeting not requiring departmental investigation, will be considered by the Board ofDirectors.CALL TO ORDERROLL CALL OF BOARD MEMBERSPUBLIC COMMENTSAny person wishing to speak to the Board of Directors is asked to complete a SpeakerCard and submit it to the District Clerk prior to the start of the meeting. Each speaker islimited to three (3) minutes, unless waived by the Chairman of the Board. Under the Stateof California Brown Act, the Board of Directors is prohibited from discussing or takingaction on any item not listed on the posted agenda. The matter will automatically bereferred to staff for an appropriate response or action and may appear on the agenda at afuture meeting.1.AGENDAThis 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 notappearing on the following agenda unless the Board of Directors makes adetermination that an emergency exists or that a need to take immediate action onthe item came to the attention of the District subsequent to the posting of theagenda.a.Approval of AgendaRECESS INTO CLOSED SESSION2.CLOSED SESSIONa.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION[Government Code Section 54956.9(d)(1)]Name of Case: East Valley Water District v. Brucie Cagle, et al., CASENO. CIVSB 2112619 [Cross­Complaint: Raley v. North Fork Water Company,et al.]b.CONFERENCE WITH REAL PROPERTY NEGOTIATORS(Government Code Section 54956.8)Property:   East End Hydroelectric Generation Plant property located onvarious parcels and easements in Mill Creek and Santa Ana River Canyons       District Negotiators:       Michael Moore, General Manager/CEONegotiating Parties:       Southern California EdisonUnder Negotiation:        Price and Terms of Payment 5:30 PM RECONVENE MEETING PLEDGE OF ALLEGIANCE ROLL CALL OF BOARD MEMBERS ANNOUNCEMENT OF CLOSED SESSION ACTIONS ITEMS PRESENTATIONS AND CEREMONIAL ITEMS • Providing Exceptional Customer Service PUBLIC COMMENTS 3.APPROVAL OF CONSENT CALENDAR All matters listed under the Consent Calendar are considered by the Board of Directors to be routine and will be enacted in one motion. There will be no discussion of these items prior to the time the board considers the motion unless members of the board, the administrative staff, or the public request specific items to be discussed and/or removed from the Consent Calendar. a.Approve Directors' Fees and Expenses for September 2024 b.Approve Board Meeting Cancellations 4.DISCUSSION AND POSSIBLE ACTION ITEMS a.Consider Approval of Construction Contract and Construction Phase Engineering Services for Plant 101 Rehabilitation Project and Filing of Notice of Exemption under the California Environmental Quality Act 5.INFORMATIONAL ITEMS a.Strategic Plan 6.REPORTS a.Board of Directors’ Reports b.General Manager/CEO Report c.Legal Counsel Report d.Board of Directors’ Comments ADJOURN Michael Moore, General Manager/CEO October 9, 2024 Providing Exceptional Customer Service 2 One of the deep secrets of life is that all that is really worth doing is what we do for others. – Lewis Carroll 3 CUSTOMER SERVICE TEAM •Customer Service is one of the first points of interaction •Fosters trust and credibility by building strong relationships with the community •Provides clear communication and assistance increasing the District’s transparency •Monthly team rotation connects staff across both locations, preventing silos and fostering cross training Customer Service Supervisor Headquarters SNRC Meter Tech II/ Field Service Representative 4 2024 IN REVIEW Inbound: 15,199 Outbound: 6,690 Headquarters: 2,612 SNRC: 2,407 Customer Walk-Ins: Customer Calls: 26,908 Customer Interactions 5 It was great speaking with Shiela today. She gave us some really helpful information and I look forward to doing business with East Valley Water District. -District Customer CUSTOMER COMPLIMENTS 6 Nikki handled my account very well while assisting me over the phone. She is a great Customer Service Representative, and I am very appreciative of the service she provided me. -District Customer CUSTOMER COMPLIMENTS 7 I have had some issues going on at my property for a while. I appreciate all of Jen’s help and the relationship she has established with me and want her boss to know that she deserves a big raise! -District Customer CUSTOMER COMPLIMENTS 8 I am 84 years old and want to recognize Leianna for being so nice and courteous to me. -District Customer CUSTOMER COMPLIMENTS 9 CELEBRATING ONE ANOTHER 10 CUSTOMER SERVICE TEAM BUILDING QUESTIONS Agenda Item #3a October 9, 20241 Meeting Date: October 9, 2024 Agenda Item #3a Consent Item Regular Board Meeting with Closed Session TO: Governing Board Members FROM: General Manager/CEO SUBJECT: Approve Directors' Fees and Expenses for September 2024 RECOMMENDATION That the Board of Directors approve the Directors' Fees and Expenses for September 2024 as submitted. AGENCY GOALS AND OBJECTIVES II - Maintain a Commitment to Sustainability, Transparency, and Accountability A. Practice Transparent and Accountable Fiscal Management REVIEW BY OTHERS This agenda item has been reviewed by Administration. FISCAL IMPACT The fiscal impact associated with this agenda item is $11,886.14 which is included in the current fiscal year budget. Recommended by: ________________ Michael Moore General Manager/CEO Respectfully submitted: ________________ Justine Hendricksen District Clerk ATTACHMENTS September 2024 Director Expense Reports Name: Month / Year:2024 Meeting No.Stipend Written Oral 1 9 /04 248.06 2 9 /10 248.06 3 9 /11 248.06 4 9 /12 248.06 5 9 /13 248.06 6 9 /16 248.06 7 9 /18 248.06 8 9 /23 248.06 9 9 /24 248.06 10 9 /25 248.06 11 12 13 14 15 16 17 18 19 20 Meetings 0.67/mi No. 1 2 3 4 5 6 7 8 9 10 Subtotal TOTAL PAYMENT Date of Approval Chris Carrillo September / 136.00 X 10 Report Provided Subtotal Meetings' Stipend Mileage Chamber of Commerce Event Administration Signature I certify that the above is correct and accurate to the best of my knowledge. Chris Carrillo Date Meeting / Event Description Date City of San Bernardino Council Meeting City of Highland Council Meeting CSDA Event $2,571.72 $2,480.60 $91.12 Reimbursement Mileage 68.00 68.00 Miscellaneous Reimbursement Description Regular Board Meeting CSDA Event Tour of Sterling Natural Resource Center Meeting with General Manager/CEO or Designee City of San Bernardino Council Meeting Engineering & Operations Committee Meeting Expense Type $0.00 DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET 1 Name: Month / Year:2024 1 2 3 4 5 Event Description:Tour of Sterling Natural Resource Center Brief Description of Meeting/Event Value to EVWD Sterling Natural Resource Center Tour of Cogeneration Engines. Brief Description of Meeting/Event Value to EVWD Attended CSDA Conference in Indian Wells. Meeting Date:9 / 12 / 2024 Event Description:CSDA Event Brief Description of Meeting/Event Value to EVWD Attended CSDA Conference in Indian Wells. Meeting Date:9 / 13 / 2024 Meeting Date:9 / 10 / 2024 Event Description:City of Highland Council Meeting Brief Description of Meeting/Event Value to EVWD Meeting Date:9 / 11 / 2024 Event Description:CSDA Event Attended Highland City Council meeting. Chris Carrillo September / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. Meeting Date: Event Description: Attended via Zoom San Bernardino City Council meeting. 9 / 4 / 2024 City of San Bernardino Council Meeting Brief Description of Meeting/Event Value to EVWD DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 2 Name: Month / Year:2024 6 7 8 9 10 Chris Carrillo September / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. Attended the Highland Chamber of Commerce monthly luncheon. Meeting Date:9 / 25 / 2024 Event Description:Regular Board Meeting Brief Description of Meeting/Event Value to EVWD Attended regular board meeting. Event Description:Engineering & Operations Committee Meeting Brief Description of Meeting/Event Value to EVWD Attended the Engineering and Operations Committee meeting. Meeting Date:9 / 24 / 2024 Event Description:Chamber of Commerce Event Brief Description of Meeting/Event Value to EVWD Monthly meeting with CEO Moore to discuss district business. Meeting Date:9 / 18 / 2024 Event Description:City of San Bernardino Council Meeting Brief Description of Meeting/Event Value to EVWD Attended via Zoom San Bernardino City Council meeting. Meeting Date:9 / 23 / 2024 Meeting Date:9 / 16 / 2024 Event Description:Meeting with General Manager/CEO or Designee Brief Description of Meeting/Event Value to EVWD DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 3 Name: Month / Year:2024 Meeting No.Stipend Written Oral 1 9 /09 0.00 2 9 /09 248.06 3 9 /10 248.06 4 9 /11 248.06 5 9 /12 248.06 6 9 /17 248.06 7 9 /18 248.06 8 9 /19 248.06 9 9 /24 248.06 10 9 /24 0.00 11 9 /25 248.06 12 9 /28 248.06 13 14 15 16 17 18 19 20 Meetings 0.67/mi No. 1 9 /09 2 9 /09 3 9 /12 4 9 /12 5 6 7 8 9 10 Subtotal TOTAL PAYMENT Date of Approval Ronald L. Coats September / 296.00 X 10 156.00 Report Provided Subtotal Meetings' Stipend Mileage San Bernardino Board of Water Commissioners Administration Signature I certify that the above is correct and accurate to the best of my knowledge. Ronald L. Coats Date Meeting / Event Description Date ASBCSD Board Meeting CSDA Event CSDA Event $3,369.59 615.08 $2,480.60 $198.32 Reimbursement 22.40 Meals Meals 25.05 28.14 Lodging Meals Mileage 70.00 70.00 Miscellaneous Reimbursement Description Highland Chamber of Commerce Regular Board Meeting American Society of Civil Engineers, LA Section CSDA Event CSDA Event San Bernardino Valley MWD Meeting with General Manager/CEO or Designee Agenda Review Expense Type $690.67 BreakfAST Dinner Breakfast CSDA Conference DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET 1 Name: Month / Year:2024 1 2 3 4 5 Event Description:CSDA Event Brief Description of Meeting/Event Value to EVWD Attended their annual conference to gain new insights into the ever changing water world of rules, laws and regulations and network with other water agencies. Brief Description of Meeting/Event Value to EVWD Attended their annual conference to gain new insights into the ever changing water world of rules, laws and regulations and network with other water agencies. Meeting Date:9 / 11 / 2024 Event Description:CSDA Event Brief Description of Meeting/Event Value to EVWD Attended their annual conference to gain new insights into the ever changing water world of rules, laws and regulations and network with other water agencies. Meeting Date:9 / 12 / 2024 Meeting Date:9 / 9 / 2024 Event Description:CSDA Event Brief Description of Meeting/Event Value to EVWD Meeting Date:9 / 10 / 2024 Event Description:CSDA Event Attended their annual conference to gain new insights into the ever changing water world of rules, laws and regulations and network with other water agencies. Ronald L. Coats September / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. Meeting Date: Event Description: Held our monthly board meeting to discuss association business and our upcoming general meeting 9 / 9 / 2024 ASBCSD Board Meeting Brief Description of Meeting/Event Value to EVWD DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 2 Name: Month / Year:2024 6 7 8 9 10 Ronald L. Coats September / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. They awarded several contracts for various construction projects affecting issues within their service area. Meeting Date:9 / 24 / 2024 Event Description:Highland Chamber of Commerce Brief Description of Meeting/Event Value to EVWD Attended their monthly meeting where the guest speaker was Mark Gibbs, Director of Aviation at San Bernardino International Airport Event Description:Agenda Review Brief Description of Meeting/Event Value to EVWD Met with Chairman Morales and CEO Moore to review the agenda for our next board meeting and discuss other district business Meeting Date:9 / 24 / 2024 Event Description:San Bernardino Board of Water Commissioners Brief Description of Meeting/Event Value to EVWD They awarded checks to six local water retailers for Demand Management Incentive awards. EVWD received $254,219.38 for saving 1,420.22 acre feet of water. They also had a report on impacts from the Line Fire on the watershed and facilities and the hydroelectric project they have been working on for the past 10 years with the City of San Bernardino. Meeting Date:9 / 18 / 2024 Event Description:Meeting with General Manager/CEO or Designee Brief Description of Meeting/Event Value to EVWD Met with CEO Moore to discuss district business Meeting Date:9 / 19 / 2024 Meeting Date:9 / 17 / 2024 Event Description:San Bernardino Valley MWD Brief Description of Meeting/Event Value to EVWD DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 3 Name: Month / Year:2024 11 12 13 14 15 Ronald L. Coats September / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. Event Description: Brief Description of Meeting/Event Value to EVWD Meeting Date: Event Description: Brief Description of Meeting/Event Value to EVWD Attended their annual awards ceremony where the Sterling Natural Resource Center received an award for being the Outstanding Water and Wastewater Treatment Project of the Year Meeting Date: Event Description: Brief Description of Meeting/Event Value to EVWD Meeting Date: Event Description:Regular Board Meeting Brief Description of Meeting/Event Value to EVWD See official board meeting minutes Meeting Date:9 / 28 / 2024 Event Description:American Society of Civil Engineers, LA Section Brief Description of Meeting/Event Value to EVWD Meeting Date:9 / 25 / 2024 DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 4 Name: Month / Year:2024 Meeting No.Stipend Written Oral 1 9 /09 248.06 2 9 /10 248.06 3 9 /11 248.06 4 9 /12 248.06 5 9 /13 248.06 6 9 /17 248.06 7 9 /23 248.06 8 9 /24 248.06 9 9 /25 248.06 10 11 12 13 14 15 16 17 18 19 20 Meetings 0.67/mi No. 1 9 /09 2 9 /12 3 9 /12 4 5 6 7 8 9 10 Subtotal TOTAL PAYMENT Date of Approval $694.71 CSDA fall conference day1 CSDA lodging CSDA fall conference day4 68.00 Mileage 68.00 Miscellaneous Reimbursement Description CSDA Event Meeting with General Manager/CEO or Designee Meeting with General Manager/CEO or Designee Engineering & Operations Committee Meeting Chamber of Commerce Event Expense Type $2,232.54 $91.12 Reimbursement 52.80 Lodging Meals 615.08 26.83 Meals Administration Signature I certify that the above is correct and accurate to the best of my knowledge. Phillip R. Goodrich Date Meeting / Event Description Date CSDA Event CSDA Event CSDA Event $3,018.37 Phillip R. Goodrich September / 136.00 X 9 Report Provided Subtotal Meetings' Stipend Mileage Regular Board Meeting DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET 1 Name: Month / Year:2024 1 2 3 4 5 Phillip R. Goodrich September / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. Meeting Date: Event Description: Attend Specials Districts Fall conference Continued board member training Day1 9 / 9 / 2024 CSDA Event Brief Description of Meeting/Event Value to EVWD Meeting Date:9 / 10 / 2024 Event Description:CSDA Event Brief Description of Meeting/Event Value to EVWD Meeting Date:9 / 11 / 2024 Event Description:CSDA Event Attend Specials Districts Fall conference Continued board member training Day2 Brief Description of Meeting/Event Value to EVWD Attend Specials Districts Fall conference Continued board member training Day3 Meeting Date:9 / 12 / 2024 Event Description:CSDA Event Brief Description of Meeting/Event Value to EVWD Attend Specials Districts Fall conference Continued board member training Day4 Meeting Date:9 / 13 / 2024 Event Description:Meeting with General Manager/CEO or Designee Brief Description of Meeting/Event Value to EVWD Meet with Dir. Of Eng. For tour and full explanations of gas production and treatment followed by cogen engines, their operation and maintenance DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 2 Name: Month / Year:2024 6 7 8 9 10 Meeting Date:9 / 17 / 2024 Event Description:Meeting with General Manager/CEO or Designee Brief Description of Meeting/Event Value to EVWD Monthly Meeting with CEO Moore, updates on all District busniness Meeting Date:9 / 23 / 2024 Event Description:Engineering & Operations Committee Meeting Brief Description of Meeting/Event Value to EVWD Attend E and O Committee meeting Rec. full Depts. Activities update along with discussion RE: future well possibilities and a ground water level update Meeting Date:9 / 24 / 2024 Event Description:Chamber of Commerce Event Brief Description of Meeting/Event Value to EVWD Attend Monthly business lunch updates on San Bernardino Airport aviation operations Meeting Date:9 / 25 / 2024 Event Description:Regular Board Meeting Brief Description of Meeting/Event Value to EVWD Attend Regular board ref.mins. This day Meeting Date: Event Description: Brief Description of Meeting/Event Value to EVWD Phillip R. Goodrich September / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 3 Name: Month / Year:2024 Meeting No.Stipend Written Oral 1 9 /03 248.06 2 9 /05 248.06 3 9 /10 248.06 4 9 /10 0.00 5 9 /17 248.06 6 9 /19 248.06 7 9 /19 0.00 8 9 /23 248.06 9 9 /24 248.06 10 9 /25 248.06 11 12 13 14 15 16 17 18 19 20 Meetings 0.67/mi No. 1 2 3 4 5 6 7 8 9 10 Subtotal TOTAL PAYMENT Date of Approval James Morales, Jr.September / 0.00 X 8 Report Provided Subtotal Meetings' Stipend Mileage Chamber of Commerce Event Administration Signature I certify that the above is correct and accurate to the best of my knowledge. James Morales, Jr. Date Meeting / Event Description Date San Bernardino Valley MWD San Bernardino Valley MWD CSDA Event $1,984.48 $1,984.48 $0.00 Reimbursement Mileage Miscellaneous Reimbursement Description Regular Board Meeting ACWA Event San Bernardino Valley MWD Meeting with General Manager/CEO or Designee San Bernardino Valley MWD Meeting with General Manager/CEO or Designee Expense Type $0.00 DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET 1 Name: Month / Year:2024 1 2 3 4 5 Event Description:San Bernardino Valley MWD Brief Description of Meeting/Event Value to EVWD Regular board meeting. Board report assignment. Regional water supply Line fire impacts. Demand mangement incentives awards (EVWD award recipient). Brief Description of Meeting/Event Value to EVWD Special districts trade association conference. Educational workshops. Meeting Date:9 / 10 / 2024 Event Description:ACWA Event Brief Description of Meeting/Event Value to EVWD Region 9 local and satewide programming meetings. No charge, no more than one meeting per diem. Meeting Date:9 / 17 / 2024 Meeting Date:9 / 5 / 2024 Event Description:San Bernardino Valley MWD Brief Description of Meeting/Event Value to EVWD Meeting Date:9 / 10 / 2024 Event Description:CSDA Event Workshop Policy / Administration. Board report assignment. 2024 Legislative Principles . James Morales, Jr.September / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. Meeting Date: Event Description: Regular board meeting. Board report assignment. State water project surplus. Seven oaks dam lawsuit settlement. 9 / 3 / 2024 San Bernardino Valley MWD Brief Description of Meeting/Event Value to EVWD DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 2 Name: Month / Year:2024 6 7 8 9 10 James Morales, Jr.September / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. Airport update. Public outreach. Meeting Date:9 / 25 / 2024 Event Description:Regular Board Meeting Brief Description of Meeting/Event Value to EVWD Please refer to public agenda. Event Description:Meeting with General Manager/CEO or Designee Brief Description of Meeting/Event Value to EVWD Water Revolution Symposium planning. Meeting Date:9 / 24 / 2024 Event Description:Chamber of Commerce Event Brief Description of Meeting/Event Value to EVWD Meeting with Vice Chair and GM. District update. Meeting Date:9 / 19 / 2024 Event Description:San Bernardino Valley MWD Brief Description of Meeting/Event Value to EVWD Board workshop Resources / Engineering. Board report assignment. Status Update on the Enhanced Recharge in the Santa Ana River Basins. No charge, no more than one per diem. Meeting Date:9 / 23 / 2024 Meeting Date:9 / 19 / 2024 Event Description:Meeting with General Manager/CEO or Designee Brief Description of Meeting/Event Value to EVWD DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 3 Agenda Item #3b October 9, 20241 Meeting Date: October 9, 2024 Agenda Item #3b Consent Item 1 2 0 6 Regular Board Meeting with Closed Session TO: Governing Board Members FROM: General Manager/CEO SUBJECT: Approve Board Meeting Cancellations RECOMMENDATION That the Board of Directors approve the cancellation of the November 27, 2024 and December 25, 2024 Board meetings. BACKGROUND / ANALYSIS East Valley Water District’s regular Board meetings occur on the 2nd and 4th Wednesdays of each month. Staff is recommending that the Board of Directors approve the cancellation of the November 27, 2024 due to it falling the day before the Thanksgiving holiday closure and the December 25, 2024 regular meeting due to it falling during the winter holiday closure. These cancellations will not impact District operations and routine items are being scheduled accordingly. AGENCY GOALS AND OBJECTIVES II - Maintain a Commitment to Sustainability, Transparency, and Accountability B. Utilize Effective Communication Methods REVIEW BY OTHERS This agenda item has been reviewed by Administration. FISCAL IMPACT There is no fiscal impact associated with this agenda item. Recommended by: ________________ Michael Moore General Manager/CEO Respectfully submitted: ________________ Justine Hendricksen District Clerk Agenda Item #4a October 9, 20241 1 1 9 8 Meeting Date: October 9, 2024 Agenda Item #4a Discussion Item Regular Board Meeting with Closed Session TO: Governing Board Members FROM: General Manager/CEO SUBJECT: Consider Approval of Construction Contract and Construction Phase Engineering Services for Plant 101 Rehabilitation Project and Filing of Notice of Exemption under the California Environmental Quality Act RECOMMENDATION That the Board of Directors authorize the General Manager/CEO to: 1. Execute a construction agreement with Well-Tec for an amount not to exceed $939,716.58, plus a 10% contingency. 2. Approve Task Order Amendment No. 5 with Krieger & Stewart, Inc. for engineering and inspection support during construction, for an amount not to exceed $120,800. 3. File a Notice of Exemption (NOE) to document the project’s Categorical Exemption under the California Environmental Quality Act (CEQA). BACKGROUND / ANALYSIS The Plant 101 Hydropneumatic Booster Station (Plant 101) was constructed in the late 1960’s and provides water service to 37 customers in one of the highest pressure zones in the system. Much of the original equipment has reached the end of its useful life and requires replacement. Staff recommends awarding a construction contract to Well-Tec to replace some of the equipment at Plant 101. The Plant 101 site consists of a 1.4- million-gallon reservoir, two (2) 30-HP booster pumps, a hydropneumatic tank with a compressor, a stationary standby emergency generator, and an automatic transfer switch. The pump station is the single supply source to the 101 Hydro pressure zone. Critical equipment to be replaced includes the hydropneumatic system, pumps and electrical equipment. The existing reservoir is in good condition and was re-coated in 2009. Existing customers will be kept in service during construction through temporary provisions, such as a portable booster pump system installed by the contractor. The capital improvement project was originally planned for fiscal year 2023/24, however, it was deferred to this year. Krieger & Stewart, Inc. prepared a construction bid package. A competitive bidding process was used to solicit bids for construction of Plant 101 in accordance with District Policy 7.1. An invitation for bids (IFB) was posted on the District’s online bid portal on May 6, 2024 and closed on May 30, 2024. Ten (10) prospective bidders downloaded the IFB, however none of the bidders provided bids. Staff reached out to all of the prospective bidders to understand why they didn’t submit Agenda Item #4a October 9, 20242 1 1 9 8 Meeting Date: October 9, 2024 Agenda Item #4a Discussion Item a bid and those that responded stated that they were busy and did not have the capacity to bid on this project. Subsequently, staff contacted Well-Tec to provide a bid in accordance with the construction bid package. District staff have prior experience with staff at Well-Tec and have been provided positive references for completed projects. Wel-Tec’s bid of $939,716.58 reflects the current bidding environment and is considered reasonable since it is within 5% of the Engineer’s Estimate of Probable Cost. Liquidated damages for this project are $1,000 per day. Construction is scheduled to be completed within three-hundred and sixty-five (365) from the Notice to Proceed. The project will require engineering support during construction and inspection services to ensure quality control. Staff recommends amending the Task Order with Krieger & Stewart, Inc. for a not-to-exceed amount of $120,800. CEQA The project is categorically exempt from environmental review pursuant to Section 15302 Replacement or Reconstruction of the Guidelines for Implementation of CEQA. There is no reasonable possibility that the project would have a significant effect on the environment. AGENCY GOALS AND OBJECTIVES IV - Promote Planning, Maintenance and Preservation of District Resources A. Develop Projects and Programs to Ensure Safe and Reliable Services C. Dedicate Efforts Toward System Maintenance and Modernization REVIEW BY OTHERS This agenda item has been reviewed by the Engineering Department. FISCAL IMPACT The proposed contract award is $1,060,516.58, with an additional 10% construction contingency of $93,972. This brings the total project cost to $1,154,488.58, exceeding the current budget allocation of $900,000. The budget shortfall of $254,488.58 will be covered by the Replacement Reserve and will be reflected in the mid-year budget adjustment. Agenda Item #4a October 9, 20243 1 1 9 8 Meeting Date: October 9, 2024 Agenda Item #4a Discussion Item Recommended by: ________________ Michael Moore General Manager/CEO Respectfully submitted: ________________ Nathan Carlson Senior Engineer ATTACHMENTS Plant 101 Presentation Agreement No. 2024.15 Between EVWD and Wel Tec Service, Inc. Task Order Amendment No. 5 with Krieger & Stewart Engineering Consultants Nathan Carlson October 9, 2024 Plant 101 Rehabilitation Project 2 •Constructed in the late 1960’s •1.4-million-gallon reservoir •Two (2) 30-hp booster pumps •Hydropneumatic tank •Stationary standby emergency generator •Automatic transfer switch •Serves 37 customers PLANT 101 OVERVIEW 3 EXISTING SITE CONDITIONS 4 •Demolish existing booster station •Install the following: •Three (3) new booster pumps •New hydropneumatic tank •New air compressor •Piping, fittings, and appurtenances •Electrical and controls PROPOSED PROJECT 5 •Engineering consultant created a construction bid package •Invitation for Bids posted in May on PlanetBids •10 prospective bidders •2 bidders attended Pre-Bid meeting •0 bids received •Staff contacted Well-Tec for a proposal PLANT 101 REHABILITATION PROJECT 6 Staff recommends the Board of Directors authorize the General Manager/CEO to: •Execute a construction agreement with Well-Tec for an amount not-to-exceed $939,716.58, plus a 10% contingency. •Approve Task Order Amendment No. 5 Krieger & Stewart, Inc. for engineering and inspection support during construction for an amount not-to-exceed $120,800. •File a Notice of Exemption (NOE) to document the project’s Categorical Exemption under the California Environmental Quality Act (CEQA) RECOMMENDATIONS QUESTIONS AGREEMENT NO. EAST VALLEY WATER DISTRICT FOR CONSTRUCTION OF PUBLIC WORKS This AGREEMENT made and entered into this 26th day of September, 2024, by and between the EAST VALLEY WATER DISTRICT (hereinafter referred to as “Owner”) and Well Tec Services, Inc (hereinafter referred to as “Contractor”). IN CONSIDERATION OF THE MUTUAL PROMISES, COVENANTS, AND CONDITIONS HEREINAFTER SET FORTH, THE PARTIES HEREBY AGREE AS FOLLOWS: ARTICLE I: GENERAL For and in consideration of the payments and agreement hereinafter mentioned to be made and performed by said Owner, said Contractor agrees with said Owner to perform and complete in a workmanlike manner all Work required as described in the Proposal attached as Exhibit “A” which is by reference incorporated herein. In accordance with the Proposal therefore, to furnish at Contractor’s own expense all labor, materials, equipment, tools, transportation, and services necessary therefor, except such materials, equipment, and services as may be stipulated in said Proposal to be furnished by said Owner, and to satisfactorily perform everything required by the Agreement and the said Proposal, for the sum of $939,716.58. ARTICLE II: PAYMENT For furnishing all said labor, materials, equipment, tools, and services, furnishing all plant, temporary structures, tools, and equipment, and satisfactorily performing everything required by this Agreement and Proposal; also for all loss and damages arising out of the nature of the Work aforesaid, or from the action of the elements, or from any unforeseen difficulties which may arise during the performance of the Work until its acceptance by said Owner, and for all risks of every description connected with the Work; also for all expenses resulting from the suspension or discontinuance of Work, except as in the said Specifications, if any, are expressly stipulated to be borne by said Owner and for completing the Work in accordance with the requirements of said Specifications and Proposal, said Owner will pay, and said Contractor shall receive, in full compensation therefor, the price mentioned above. 2024.15 2 ARTICLE III: MONTHLY ESTIMATES The Contractor shall furnish to the Owner, including an itemized statement in a form satisfactory to the Owner, an estimate of the cumulative amount and value of work performed by the Contractor up to that date. Except as may otherwise be provided in the Special Provisions, if any said amount will include 80 percent of the value of all acceptable materials and equipment delivered to the site of the work. Said value will be based on certified copies of paid invoices delivered by the Contractor to the Owner. To this figure will be added all amounts due or paid the Contractor for performance of extra work in accordance with change orders. From the total computed above, a deduction of 10 percent will be made provided the Contract price is $2,000,000 or less. When the Contract price exceeds $2,000,000 the following deduction will be made: 10 percent of the first $2,000,000 and 5 percent thereafter. Further deductions will be made for: (1) amounts due to the Owner for equipment and materials furnished or services rendered; (2) amounts due the Owner under the terms of the Contract. From the balance thus determined will be deducted the amount of all previous payments and the remainder shall constitute the monthly payment due the Contractor. Pursuant to the provisions of Public Contract Code Sections 10263 and 22300, the Contractor is permitted to substitute securities for any moneys withheld to ensure performance of this Contract. At the request and expense of the Contractor, securities equivalent to the amount withheld shall be deposited with the State Treasurer or a state or federally chartered bank in California as the escrow agent, who shall then pay the moneys to the Contractor. Upon satisfactory completion of the Contract, the securities shall be returned to the Contractor. Alternatively, the Contractor may request, and the Owner shall make payment of retentions earned directly to the escrow agent. The Contractor may direct the investment of the payments into securities and the Contractor shall receive the interest earned on the investments upon the same terms provided for in this Section for securities deposited by the Contractor. Upon satisfactory completion of the Contract, the Contractor shall receive from the escrow agent all securities, interest and payments received by the escrow agent from the Owner pursuant to the terms of this Section. Securities eligible for investment under this Section shall include those listed in Section 16430 of the Government Code, bank or savings and loan certificates of deposit, interest bearing demand deposit accounts, standby letters of credit, or any other security mutually agreed to by the Contractor and the Owner. Securities selected must also comply with the Owner’s current investment policy. The Owner’s estimate of the monthly payment due the Contractor will not be required to be made by strict measurement and an approximation will suffice. The monthly payments may be withheld or reduced if, in the Owner’s opinion, the Contractor is not diligently or efficiently endeavoring to comply with the intent of the Contract or if the Contractor fails to pay labor and material bills as they become due. 3 No monthly payment shall be construed as an acceptance of the Work or of any portion of the Work, nor shall the making of such payment preclude the Owner from demanding and recovering from the Contractor such damages as it may sustain by reason of the Contractor’s failure to comply with the requirements of the Contract. In the event the Contract is terminated, any funds due the Contractor and retained by the Owner shall become property of the Owner to the extent necessary to repay to the Owner any excess in the Contract price above the cost of the work completed at the time of the termination. After issuance of notice to discontinue work, no further payment will be made to the Contractor for the work covered by the notice until completion of the Work and final settlement has been made. ARTICLE IV: CONSIDERATION The Owner hereby retains said Contractor to perform the work according to the terms of this Agreement for the above-mentioned price and agrees to pay the same at the time, in the manner, and upon the conditions stipulated in the said Proposal; and the said parties for themselves, their heirs, executors, administrators, successors, and assigns, do hereby agree to the full performance of the covenants herein contained. ARTICLE V: INDEMNIFICATION The Contractor shall defend, indemnify, protect, and hold the Owner and its agents, officers, elected officials, directors, and employees harmless from and against any and all liabilities, claims, costs, expenses, losses, damages, and fees established, asserted, or incurred which arise out of, relate to, or result from, the Work, the Contract, this Agreement, and any and all documents prepared and/or services performed in connection therewith, as well as the failure, neglect, or refusal of the Contractor and/or its subcontractors, subconsultants, agents, officers, or employees to perform the Work and/or any other obligations of the Contractor under the Contract, this Agreement, and/or the documents prepared in connection therewith. This indemnification shall include, but not be limited to, the costs, expenses, and damages incurred by the Owner to defend any such claims, stop notices, or lawsuits, to which the Owner is made a party. Where approval by the Owner is indicated, it is understood to be conceptual approval only and does not relieve the Contractor of responsibility for complying with all rules, regulations, laws, codes, industry standards, and liability for damages caused by the negligent acts, errors, omissions, noncompliance with industry standards, or the willful misconduct of the Contractor or its subcontractors. Contractor agrees to defend, indemnify, and hold harmless the Owner and its elected officials, directors, officers, agents, and employees from and against any and all claims, costs, suits, and damages, including attorney’s fees, arising from the willful misconduct or negligent acts, errors, or omissions of the Contractor and/or its subcontractors. ARTICLE VI: WAGES The general prevailing rates of per diem wages and general prevailing rate for holiday and overtime work in the locality in which the Work is to be performed have been determined by the Owner. Said general prevailing rates of per diem wages are hereby incorporated and made a part 4 hereof. The Contractor agrees that he, or any subcontractor under him, will pay not less than the foregoing specified prevailing rates of wages to all workmen employed in the execution of the Contract. Any Contractor who is awarded a public works project and intends to use a craft or classification not shown on the general prevailing wage determinations may be required to pay the wage rate of that craft or classification most closely related to it as shown in the general determinations effective at the time of this Agreement. ARTICLE VII: HOURS AND WORKING CONDITIONS The Owner is a public entity in the State of California and is subject to the provisions of the Government Code and the Labor Code of the State. It is stipulated and agreed that all provisions of law applicable to public contracts are a part of this Contract to the same extent as though set forth herein and will be complied with by the Contractor. ARTICLE VIII: STANDARD OF CARE Contractor’s services under this Agreement will be performed in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the same profession currently practicing under similar conditions. The Contractor shall observe and cause all Work and deliverables to conform to all applicable federal, state, and local laws and regulations. Contractor shall perform services in a prompt and timely manner in accordance with this Agreement. Work as a result of this agreement shall be completed within 365 days from the date of this agreement. An approved written request may extend the number of working days for this Agreement. Time is of the essence in this Agreement. ARTICLE IX: BONDS In addition to all other requirements imposed by law or by the Contract or this Agreement, all surety companies executing bonds for the Work hereunder shall possess a certificate of authority from the California Insurance Commissioner authorizing them to write surety insurance as defined in Section 105 of the California Insurance Code and said surety must also appear on the Treasury Department's most current list (Circular 570 as amended). ARTICLE X: COMPONENTS OF AGREEMENT The Notice Inviting Bids, Instructions to Bidders, Bid Forms, Technical Conditions, Specifications, Drawings, Proposal, Certificate of Insurance and all other documents required by, issued and/or made available by the Owner with respect to the Work and the foregoing are hereby incorporated in and made a part of this Agreement. ARTICLE XI: INUREMENT Contractor shall not assign, sublet, or transfer this Agreement, or any rights under or interest in this Agreement, without the written consent of the Owner. If Contractor subcontracts any of the Work to be performed, Contractor shall be as fully responsible to the Owner for the performance of the Work, including errors and omissions of Contractor's subcontractors and of 5 the persons employed by the subcontractor, as Contractor is for the acts and omissions of persons directly employed by the Contractor. Contractor shall bind every subcontractor and every subcontractor of a subcontractor to the terms of this Agreement applicable to Contractor’s Work unless specifically noted to the contrary in the subcontract in question approved in writing by the Owner. IN WITNESS WHEREOF, the parties hereto have caused this contract to be executed the day and year first above written. CONTRACTOR By: Name: Title: EAST VALLEY WATER DISTRICT By: Michael Moore, General Manager/CEO Mike Rentz President 6 EXHIBIT A SCOPE OF WORK AMENDMENT # 5 TO THE AGREEMENT BETWEEN EAST VALLEY WATER DISTRICT AND KRIEGER & STEWART ENGINEERING CONSULTANTS Plant 101 Rehabilitation Project, Engineering and Inspection Support Services During Construction East Valley Water District (District) and Krieger & Stewart Engineering Consultants (K&S) entered into an Agreement dated June 11, 2020 (Agreement No. 2020.04) to provide engineering services to assist EVWD in the preparation and development of an Invitation for Bid for the rehabilitation of the hydro-pneumatic system at Plant 101. The purpose of this Amendment is to increase the agreement contract amount and to add additional scope of work items to update and expand the original contract. The added work is for engineering and inspection support services during construction, more thoroughly described in Exhibit A. The original agreement amount was $59,000 for the development of construction documents. Amendment No. 1 added engineering support services for replacement of the manual transfer switch and increased the agreement by $3,400. Amendment No. 2 added engineering support services for the stationary emergency standby generator (Generator) and automatic transfer switch (ATS) and increased the agreement by $29,600. Amendment No. 3 added engineering and inspection support services for the Generator and ATS construction and increased the agreement by $51,000. Amendment No. 4 added engineering support services to revise the Contract Documents to separate replacement of the existing pumping units and above grade piping from the replacement of the existing hydropneumatic tank into two phases and increased the agreement by $6,600. The additional cost for items in this amendment (Amendment No. 5) would increase the agreement by $120,800. The revised sum for the agreement, including the items above, is $270,400. Accordingly, the above parties hereby agree that the following provisions shall modify the original Agreement as follows: 1. Exhibit A – K&S Letter and Fee Proposal dated September 19, 2024. The scope of work of this Amendment is shown in “Exhibit A” and shall be added to the CONSULTANT’s Scope of Services. All other conditions of the original agreement shall remain the same as set forth in the Agreement between the District and K&S to provide engineering support for Plant 101. 2 East Valley Water District Krieger & Stewart Engineering Consultants ______________________________ ___________________________________ Michael Moore, P.E. General Manager/CEO Date: / / Charles Krieger President Date: / / Krieger & Stewart Engineering Consultants ___________________________________ Joshua P. MacPeek Vice President/Secretary Date: / / ATTACHMENTS: Exhibit A – K&S Letter and Fee Proposal to EVWD (9/19/2024) for Plant 101 Rehabilitation Project, Engineering and Inspection Support Services During Construction _____________________________________________________ Charles Krieger ___________________________________________________________________________________________________________________________________________________________________________________________________________ JoJoJoJoJoJoJoJoJoJoJoJoJJoJJoJoJooJoJoJoJJoJJoJoJooJJJooJJJJoJoJJJJoJooJoJoJJJoJoJoJJJJJoJJoooooJJooJooJJJoJJJJJJJJJJJJJJJshua P.MacPeek 9 26 24 9 26 24 From: Jim Beale To: Nathan Carlson Cc: Barbara Tidwell Subject: RE: 574-9.2 - Plant 101 Rehabilitation Project - Proposal for Construction Support Services Date: Thursday, September 19, 2024 4:04:02 PM Attachments: image002.png image007.png image008.png image003.png REV1_574-9P2-ADD SVCS PLANT 101_CONST.pdf Hi Nate,    Pursuant to your request, we have revised our proposal to provide 200 hours of part‐time  construction inspection (instead of 400 hours of full‐time inspection as originally proposed). The  other cost have not changed since we are still using our 2024 fee   schedule.    The revised tasks to be completed for construction inspection and construction engineering services  under a new amendment to our original agreement are as   follows:    28. Bid Phase Support Services, which includes attendance of the pre‐bid meeting on 5/15/2024.  29. Meetings & Project  Management  a. Pre‐construction  meeting  b. Bi‐Weekly Progress Meetings (26 meetings  total)  c. Project management and correspondence with District and Contractor during  construction.  30. Engineering Services During Construction as  follows:  a. Review submittals (includes three reviews of 20 material submittals, 60 reviews    total).  b. Assist the District in responding to requests for information (RFIs) from Contractor. We  will review the RFI, participate in meetings with the District and Contractor as     necessary, and prepare and send draft responses to the District for the District to     review and respond to the RFI from the Contractor. We have included enough hours to  review up to five RFIs.  31. Construction Inspection, which will be done on a part‐time basis. Our estimated hours are  based on an average of 20 hours per week over a 10‐week construction period (200 hours  total).  32. Startup and Commissioning, which will be conducted on a single 8‐hour   day.  33. Preparation of Record  Drawings  34. Geotechnical Services During Construction (by our sub‐consultant, Earth Systems Pacific) as  follows:  a. Compaction testing of subgrade, base, and utility   backfill  b. Max density and concrete cylinder lab testing (including collection of concrete samples  during  foundation placement)  c. Evaluation of proposed foundation excavation for presence of faulting during  construction  d. Final compaction and geologic  report    Please see attached Table 1 for estimated cost breakdown for construction inspection,    construction    From: Nathan Carlson  <ncarlson@eastvalley.org>  Sent: Thursday, September 19, 2024 2:49  PM  To:  Jim  Beale <jbeale@kriegerandstewart.com>  Subject: RE: 574‐9.2 ‐ Plant 101 Rehabilitation Project ‐ Proposal for Construction Support Services   Hi Jim,  Good news. I spoke with our GM earlier this week and got approval for moving forward with both   the booster station and the hydro tank, so the entire scope. It is on schedule to go to the Board on  October 9th.    Regarding your proposal, the request is to start with half‐time inspection, so 200 hours.  Please   revise the proposal to reflect this change. If more time is needed, we can do an amendment.  Also,   let me know if any of the costs have changed, given that it has been some time since the proposal  was provided.  engineering, and construction geotechnical support services along with our 2024 Fee Schedule for  your reference. Please note the following regarding the construction geotechnical support services   to be performed by Earth Systems  Pacific:    The cost for the services listed under Task 34 by Earth Systems Pacific assumes that said  services will be performed during normal business hours (from 7:00 am to 5:00 pm, Monday  through Friday). Construction geotechnical support services required on Saturday or Sunday  will require approval of additional fees for overtime by the District prior to commencing with  said services.    We understand that upon acceptance of the proposed additional services (Items 28‐34 above), the  District will amend our current agreement from $149,600 to $270,400 ($59,000 for the original  agreement + $3,400 for Amendment No. 1 + $29,600 for Amendment No. 2 + $51,000 for  Amendment No. 3 + $6,600 for Amendment No. 4, + $120,800 for this Amendment No. 5). The fees  shown are a not to exceed amount and we will only bill for services that are performed.    We appreciate the opportunity to provide the proposed construction inspection, construction  engineering, and construction geotechnical support services for the District. Please let me know if  you have any questions or wish to discuss our revised   proposal.    Thank you,    Jim R. Beale  Krieger & Stewart, Incorporated  Mail/Ship Address: 3890 Orange Street #1509 | Riverside, CA 92502  Office: 3602 University Avenue | Riverside, CA 92501 | www.kriegerandstewart.com  P: 951.684.6900 Ext 1210 | F: 951.684.6986 | jbeale@kriegerandstewart.com  Please note our new shipping/mailing address  above.        HOURS $ HOURS $ HOURS $ HOURS $ HOURS $ HOURS $ CONSTRUCTION OF STANDBY GENSET AND AUTOMATIC TRANSFER SWITCH 28.BID PHASE SUPPORT SERVICES 2 502 502 29.MEETINGS & PROJECT MANAGEMENT 2 562 44 11,044 11,606 30.ENGINEERING SERVICES DURING CONSTRUCTION 140 35,140 20 2,660 37,800 31.CONSTRUCTION INSPECTION 200 31,600 31,600 32.STARTUP AND COMMISSIONING 2 502 8 1,872 2,374 33.PREPARATION OF RECORD DRAWINGS 4 1,004 8 1,440 2,444 34. GEOTECHNICAL SERVICES DURING CONSTRUCTION 4 1,004 33,500 (7)34,504 SUBTOTAL:2 562 196 49,196 8 1,872 8 1,440 20 2,660 200 31,600 33,500 120,830 CONSTRUCTION INSPECTION AND CONSTRUCTION ENGINEERING SERVICES TOTAL (ROUNDED):120,800 HOURLY RATES PER K&S 2024 FEE SCHEDULE:OUTSIDE SERVICES: (1)PRINCIPAL ENGINEER I @ $281 /Hr (7)EARTH SYSTEMS (2)SENIOR ENGINEER II @ $251 /Hr (3)SENIOR ENGINEER I @ $234 /Hr (4) OPERATOR III @ $180 /Hr (5) STAFF TECHNICIAN III @ $133 /Hr (6) CONSTRUCTION INSPECTOR @ $158 /Hr $ TOTALCLERICAL (5) OUTSIDE SERVICES $ CONSTRUCTION INSPECTION (6) AUTOCAD SERVICES (4) TABLE 1 EAST VALLEY WATER DISTRICT ESTIMATED FEES FOR ADDITIONAL CONSTRUCTION INSPECTION AND CONSTRUCTION ENGINEERING SERVICES PLANT 101 REHABILITATION PROJECT TASK / COMPONENT PRINCIPAL-IN-CHARGE CHARLES A. KRIEGER (1) PROJECT MANAGER / PROJECT ENGINEER JAMES R. BEALE (2) ELECTRICAL DESIGNER & STARTUP/COMMISSIONING RUSSELL E. ROMEYN (3) REV 1_574-9P2-ADD SVCS PLANT 101_CONST.xlsx (9/19/2024) Agenda Item #5a October 9, 20241 Meeting Date: October 9, 2024 Agenda Item #5a Informational Item Regular Board Meeting with Closed Session TO: Governing Board Members FROM: General Manager/CEO SUBJECT: Strategic Plan RECOMMENDATION This agenda item is for informational purposes only, no action required. BACKGROUND / ANALYSIS East Valley Water District (District) is preparing for the next chapter through the development of a Strategic Plan. Recognizing the changing landscape of water management, community needs, and the completion of the Sterling Natural Resource Center, the Strategic Plan aims to align the District’s goals, resources, and actions to best serve the Ratepayers. By developing the Strategic Plan, the District seeks to ensure long-term sustainability, operational efficiency, and continued reliable service. The draft Strategic Plan was developed through several workshops with the Board, staff, and the Community Advisory Commission over the past year. The purpose of the Strategic Plan is to align staff and the Board to ensure they are working towards common goals. The draft Strategic Plan is attached and will be reviewed with the Board for further input. AGENCY GOALS AND OBJECTIVES I - Implement Effective Solutions Through Visionary Leadership II - Maintain a Commitment to Sustainability, Transparency, and Accountability III - Deliver Public Service with Purpose While Embracing Continuous Growth IV - Promote Planning, Maintenance and Preservation of District Resources REVIEW BY OTHERS This agenda item has been reviewed by Public Affairs. FISCAL IMPACT There is no fiscal impact associated with this agenda item. Agenda Item #5a October 9, 20242 Meeting Date: October 9, 2024 Agenda Item #5a Informational Item Recommended by: ________________ Michael Moore General Manager/CEO Respectfully submitted: ________________ William Ringland Public Affairs/Conservation Manager ATTACHMENTS Strategic Plan Presentation Draft Strategic Plan Michael Moore, General Manager/CEO October 9, 2024 Strategic Plan 2 STRATEGIC PLAN DEVELOPMENT Community Advisory Commission Kickoff August 22, 2023 Board of Directors Workshop September 18, 2023 Executive Team Workshop October 2, 2023 Community Advisory Commission Review November 28, 2023 EVWD Management Team Review November 30, 2023 SNRC Commissioning January 2024 – May 3, 2024 Executive Team Review October 2, 2024 Board of Directors Review October 9, 2024 Plan Adoption October 23, 2024 3 STRATEGIC PLAN KEY ELEMENTS Workplans Strategies Pillars Values Mission Vision Goals Approach Tactics 4 VISION & MISSION STATEMENT 5 •Inspire and guide staff, stakeholders, and actions toward a shared, ambitious, and long-term aspiration while reflecting core values and purpose •Feedback gathered: •Specify water •All types of water •Integrity •Transparency •Self sufficiency •Leader in the region and state VISION STATEMENT DEVELOPMENT 6 Current Vision Enhance and preserve the quality of life for our community through innovative leadership and world class public service. Draft Vision East Valley Water District aspires to be a beacon of excellence and innovation in the water industry. With visionary leadership, we strive for a sustainable, transparent, and accountable future. PROPOSED VISION STATEMENT 7 •Defines fundamental purpose and serves as a guiding statement about why the District exists and value it aims to bring to its customers, employees, and community •Feedback gathered: •Sustainability •Efficient approaches •Highlight customer service •Lead by example MISSION STATEMENT DEVELOPMENT 8 No Current Mission Draft Mission Provide our community with exceptional water services while prioritizing sustainability, efficiency, innovation, and ongoing collaboration. PROPOSED MISSION STATEMENT 9 CORE VALUES 10 CORE VALUES 11 DISTRICT PILLARS & STRATEGIES 12 DRAFT PILLARS Effective Solutions Organizational Resiliency Sustainability, Transparency, and Accountability Planning, Maintenance & Preservation of District Resources Community Engagement, Advocacy, & Leadership 13 EFFECTIVE SOLUTIONS Create innovative, efficient, and strategic approaches to achieve the District’s goals and meet any challenge. Prioritize resources, foster the professional development of employees, and embrace new technology driving innovation. 14 EFFECTIVE SOLUTIONS Identify Identify Opportunities to Optimize Natural Resources Utilize Utilize Current Technology and Invest in Future Solutions Encourage Encourage Performance Based Results through Staff Empowerment Maximize Maximize Internal Capabilities Through Ongoing Professional Development 15 SUSTAINABILITY, TRANSPARENCY, AND ACCOUNTABILITY Responsibly manage resources while maintaining open communication and fiscal integrity. Actively build sustainable programs, maintain transparent operations, and open accountability to the community. 16 SUSTAINABILITY, TRANSPARENCY, AND ACCOUNTABILITY Practice Practice Transparent and Accountable Fiscal and Resource Management Develop Develop a Resilient, Local Water Supply Pursue Pursue External, Beneficial Funding Sources Manage Manage Energy Footprint and Consumption 17 ORGANIZATIONAL RESILIENCY Prepare, adapt, and respond to challenges facing the District through a visionary organization. Build a strong internal framework to prioritize emergency preparedness, exceptional customer service, and a positive workplace culture. 18 ORGANIZATIONAL RESILIENCY Advance Advance Emergency Preparedness Efforts Embrace Embrace an Environment of Active Learning and Knowledge Sharing Provide Provide Exceptional Customer Service Promote Promote a Positive Organizational Culture 19 PLANNING, MAINTENANCE AND PRESERVATION OF DISTRICT RESOURCES Focus on the long-term stewardship of the District’s infrastructure and resources to ensure reliable service and be proactive in planning, ongoing maintenance, and modernization to meet the community’s current and future needs. 20 PLANNING, MAINTENANCE AND PRESERVATION OF DISTRICT RESOURCES Develop Develop Projects and Programs to Ensure Safe, Reliable, and Resilient Service Enhance Enhance Planning Efforts that Respond to Future Demands Implement Implement Comprehensive Asset Management Plan Dedicate Dedicate Efforts Toward System Maintenance and Modernization 21 COMMUNITY ENGAGEMENT, ADVOCACY, AND LEADERSHIP Build strong local and regional partnerships furthering the District’s priorities and advocating on behalf of the District’s community. Foster solid community relationships through effective, informative, and educational communication. 22 COMMUNITY ENGAGEMENT, ADVOCACY, AND LEADERSHIP Utilize Utilize Effective Communication Methods to Foster Exceptional Community Relations Enhance Enhance Legislative Advocacy to Promote Water Security and Sustainability Cultivate Cultivate and Strengthen Collaborative Partnerships within the Water Industry Provide Provide Education Programming that Empowers the Community DISCUSSION strategic plan LE A D E R S H I P | P A R T N E R S H I P | S T E W A R D S H I P James Morales, Jr. Chairman of the Board Ronald L. Coats Vice Chairman of the Board David E. Smith Governing Board Member Chris Carrillo Governing Board Member Phillip R. Goodrich Governing Board Member Brian Tompkins Chief Financial Officer Jeff Noelte Director of Engineering & Operations District Leadership Justine Hendricksen District Clerk Kerrie Bryan Director of Administrative Services Manny Moreno Water Reclamation Manager Patrick Milroy Operations Manager William Ringland Public Affairs/Conservation Manager Michael Moore, P.E. General Manager/CEO District Headquarters 31111 Greenspot Road Highland, CA 92346 Sterling Natural Resource Center (SNRC) 25318 5th Street San Bernardino, CA 92410 District Locations 210 210 santa a n a r i v e r sant a a n a r i v e r plun g e c r e e k plunge creek eld e r c r e e k cit y c r e e k city c r e e k sa n d c r e e k tw i n c r e e k tw i n c r e e k warm cr e e k cook creek mil l c r e e k N San Bernardino SNRC Highland DistrictHeadquarters Seven Oaks Dam 2 Strategic Plan Table of Contents East Valley Water District 3 Introduction ....................................................................................................................5 Strategic Planning Process ................................................................................................5 Strategic Plan .................................................................................................................6 Vision .........................................................................................................................................6 Mission ......................................................................................................................................6 Core Values .............................................................................................................................6 Agency Pillars & Strategies ......................................................................................7 Effective Solutions .................................................................................................................7 Sustainability, Transparency, and Accountability .......................................................8 Organizational Resiliency ...................................................................................................9 Planning, Maintenance and Preservation of District Resources .........................10 Community Engagement, Advocacy, and Leadership ............................................11 4 Strategic Plan strategic initiativesimplementing East Valley Water District is dedicated to delivering safe, reliable water and wastewater services to the community. In collaboration with the Governing Board, staff, and community members, the District has developed a Strategic Plan aimed at fostering a resilient, efficient, and effective organization. The strategic planning process ensures that all actions taken by the District are in alignment with this Strategic Plan, approved by the Board of Directors. Through this process, staff work to align the Five-Year Work Plan, Annual Operating Budget, and Individual Performance Goals, all focused on fulfilling the Vision and Mission outlined in the Strategic Plan. East Valley Water District 5 eastvalley.org STRATEGIC PLAN Vision Mission Five-Year Work Plan Core Values Pillars & Strategies BRIDGE MEASURES PERFORMANCE MEASURES Industry Benchmarks Budget Individual Performance Goals Daily Operations Inspiring people to improve our community and advance water resources. LEADERSHIP Developing relationships through collaboration and shared responsibility. PARTNERSHIP Protecting our community’s resources, now and in the future. STEWARDSHIP Vision East Valley Water District aspires to be a beacon of excellence and innovation within the water industry. Through visionary leadership, we strive for a sustainable, transparent, and accountable future. Mission Provide our community with exceptional water and wastewater services while prioritizing sustainability, efficiency, innovation, and ongoing collaboration. Core Values Strategic Plan 6 Strategic Plan East Valley Water District 7 District Pillars & Strategies Effective Solutions Create innovative, efficient, and strategic approaches to achieve the District’s goals and meet any challenge. Prioritize resources, foster the professional development of employees, and embrace new technology driving innovation. Identify Opportunities to Optimize Natural Resources Enhance the District’s use of groundwater resources in a sustainable way and support the efficient storage rehabilitation. Maximize Internal Capabilities Through Ongoing Professional Development Strengthen the skills and expertise of District staff by providing continuous training, knowledge sharing, and educational development opportunities. Encourage Performance Based Results through Staff Empowerment Foster a culture of accountability and reliability by giving employees the autonomy to take ownership of their work and empowering staff to make informed performance-driven decisions. Utilize Current Technology and Invest in Future Solutions Leverage existing technologies and invest in future innovations, to streamline District processes, improve service delivery, and proactively address emerging challenges. Sustainability, Transparency, and Accountability Responsibly manage resources while maintaining open communication and fiscal integrity. Actively build sustainable programs, maintain transparent operations, and open accountability to the community. Practice Transparent and Accountable Fiscal and Resource Management Manage finances and resources with clarity and integrity. Promote open communication about budgetary decisions and resource allocation to ensure long- term financial stability and effective use of financial resources. Pursue External Beneficial Funding Sources Secure additional financial resources to support District initiatives by actively seeking grants, partnerships, and alternative funding opportunities. Manage Energy Footprint and Consumption Reduce the District’s environmental impact by optimizing energy use through the adoption of energy- efficient practices and renewable energy generation. Develop a Resilient Local Water Supply Ensuring a reliable and sustainable local water source for the community by investing in water infrastructure, maximizing supply options, and preparing for future community demand. 8 Strategic Plan East Valley Water District 9 Organizational Resiliency Prepare, adapt, and respond to challenges facing the District through a visionary organization. Build a strong internal framework to prioritize emergency preparedness, exceptional customer service, and a positive workplace culture. Advance Emergency Preparedness Efforts Enhance the District’s readiness to respond to potential crises, such as natural disasters or operational disruptions by developing emergency plans, conducting regular training, and strengthening response capabilities. Promote a Positive Organizational Culture Build and foster a best-in-class work environment where employees feel valued, motivated, supported and ultimately retained through recognition, salaries/benefits, and a sense of shared purpose. Provide Exceptional Customer Service Actively engage with customers by providing clear information, promptly responding to questions or concerns, and maintain a friendly yet professional approach. Embrace an Environment of Active Learning and Knowledge Sharing Embrace and encourage ongoing education to address evolving challenges and contribute to the District’s long-term success. Develop programs to actively share knowledge within the community and industry. Planning, Maintenance, and Preservation of District Resources Focus on the long-term stewardship of the District’s infrastructure and resources to ensure reliable service and be proactive in planning, ongoing maintenance, and modernization to meet the community’s current and future needs. Develop Projects and Programs to Ensure Safe, Reliable, and Resilient Service Facilitate initiatives and programs to strengthen the safe and reliable delivery of water and wastewater services to the community through infrastructure projects and operational enhancements. Dedicate Efforts Toward System Maintenance and Modernization Focus on continually upgrading and maintaining the District’s infrastructure to ensure safety, reliability, and water quality is maintained. Invest in both routine maintenance and innovative enhancements to prevent service disruptions, extend the lifespan of assets, and align infrastructure with industry best practices. Utilize a Comprehensive Asset Management Approach Build and maintain a District-wide asset management program to track the condition, performance, and life cycle of assets to make data driven decisions on rehab, replacement, and upgrades. Enhance Planning Efforts that Respond to Future Demands Create forward-looking plans, strategies, and projects to address anticipated needs and maintain reliable service into the future. 10 Strategic Plan East Valley Water District 11 Community Engagement, Advocacy, and Leadership Build strong local and regional partnerships furthering the District’s priorities and advocating on behalf of the District’s community. Foster solid community relationships through effective, informative, and educational communication. Utilize Effective Communication Methods to Foster Exceptional Community Relations Build and maintain strong, positive, and purposeful connections with the community through responsive and personalized engagement. Enhance Legislative Advocacy to Promote Water Security and Sustainability Advocate for policies that support short and long-term water security and sustainability with a community first approach. Cultivate and Strengthen Collaborative Partnerships within the Water Industry Build and enhance relationships with other water and wastewater organizations to leverage collective expertise and demonstrate the District’s commitment to industry collaboration. Provide Education Programming that Empowers the Community Provide educational programming, resources, and outreach efforts to empower District residents with information about water conservation, usage, and District operations. ea s t v a l l e y . o r g