HomeMy WebLinkAboutSan Diego County Water Authority; 2017-07-01;AMENDMENT NO. 1 TO AGREEMENT BETWEEN CARLSBAD MUNICIPAL WATER
DISTRICT AND THE SAN DIEGO COUNTY WATER AUTHORITY
The Letter Agreement between the San Diego County Water Authority and Carlsbad
Municipal Water District, for the WaterSmart Field Services Program, which was executed by
the parties on July 1, 2017, is hereby amended as follows:
1. Attachment D, Agency Reimbursement Rates and Invoice Schedule, is amended as provided
in Attachment D-1 and as summarized below:
a. Replace the second paragraph of the section "Agency Reimbursement Rates" to add
MWD's Member Agency Administered Program (MAAP) incentive funds to offset
cost shares.
b. Notification of a temporary cost share event from May 1, 2018 to June 30, 2019.
c. Add Table 1, Regional Contractor Cost Share with MAAP Funding, and Table 2,
Self-Performing Cost Share with MAAP Funding.
2. Add new Attachment F, Member Agency Administered Program Incentive List.
3. This amendment is effective on May 1, 2018.
4. All other terms, covenants, and conditions in the original contract as amended shall remain in
full force and effect and shall be applicable to this amendment.
The individuals executing this First amendment to the Agreement represent and warrant that they
have the legal capacity and authority to do so on behalf of their respective legal entities.
IN WITNESS WHEREOF, the parties have executed this First Amendment to Agreement on the
following date.
DA TED: '--1Y7 cyj 2 [) , 2018
San Diego County Water Authority
Denise Vedder
Acting Director,
Public Outreach and Conservation
Approved as to form:
San Diego County Water Authority
By (lQa j_),,p-
Rosann Gallien, Assistant General Counsel
Carlsbad Municipal Water District
ATTACHMENT D-1
AGENCY REIMBURSEMENT RA TES and INVOICE SCHEDULE
Agency Reimbursement Rates:
Services provided under the WaterSmart Field Services Program and the corresponding cost
shares are listed below. For each service, Agency may elect to self-perfo1m the service or
participate in the regional program by utilizing the regional contractor to perform the service.
The Water Authority has the option to temporari ly modify the Water Authority and Member
Agency's cost share to account for funding received from other sources, in addition to
modifications to the cost share percentage split. This amendment is to include funds received
from MWD's Member Agency Administered Program (MAAP). The Water Authority will
exercise the option to apply MAAP funds from May I, 2018 through June 30, 2019; or until
funds are exhausted. The Water Authority will notify Agency in writing of any future temporary
cost share modificati ons.
MAAP fund s will first be used to either reduce (regionally administered) or reimburse (self-
performing) agency's cost share. Remaining MAAP funds, if any, will be applied to the Water
Authority's cost share. MAAP funding cannot exceed the cost of service.
Table 1, Regional Contractor Cost Share with MAAP Funding
Cost of
Service Agency
(Market Share MAAP Funding* Agency Share
Elected Services Value) (50%) <Temoorarv) w!MAAP'
Full Audit Residential -Minimum of
one acre and less than four acres $656 $328 $18 with timer $3 10 with timer
Full Audit Residential -four or more
acres $984 $492 $18 with timer $474 with timer
Full Audit CII -Minimum of one acre
and less than fo ur acres $656 $328 $200lacre* $0 -$128
Full Audit CII -Four or more acres $984 $492 $200lacre* $0
Full Audit GIS Map Feature $42 $2 1 NIA $21
Follow-up Audit $3 13 $156.50 NIA $156.50
Irrigation Checkuo $313 $156.50 NIA $156.50
$20.50 wi thout
timer or $30.50 $42 without timer
Home Water Use Evaluation $125 $62.50 with timer or $32 with timer
Follow-up Irrigation Controller Visit -
HWUEsite $80 $40 NIA $40
Follow-up Irrigation Controller Visit -
Residential full audit site $120 $60 NIA $60
*Partial acres prorated.
1 Amount invoiced to Member Agency
Table 2, Self-Performing Cost Share w ith MAAP Funding
Cost of
Service Agency
(Market Share MAAP Funding* Agency Share
Elected Services Value) (50%) (Temporarv) w/MAAP2
Fu ll Audit Residential -Minimum of
one acre and less than four acres $656 $328 $18 with timer $346 with timer
Full Audit Residential -Four or more
acres $984 $492 $18 with timer $510 with timer
Full Audit Cll -Minimum of one acre
and less than four acres $656 $328 $200lacre* $528 -$656
Full Audit CII -Four acres or more $984 $492 $2001acre* $984
Full Audit GIS Mao Feature $42 $21 NIA $2 1
Follow-up Audit $3 13 $157 NIA $156.50
lffigation Checkup $3 13 $157 NIA $156.50
$20.50 without
Home Water Use Evaluation -Indoor timer or $30.50 $83 without timer
and landscaoe $125 $62.50 with timer or $93 with timer
Home Water Use Evaluation -Indoor
on ly $37 $18.50 $12.50 $31.00
Home Water Use Evaluation -$8 without timer or $52 without timer
Landscape onl v $88 $44 $18 with timer or $62 with timer
Follow-up Irrigation Controller Visit -
1-IWUE site $80 $40 NIA $40.00
Follow-up Irrigation Controller Visit -
Residential full audit site $120 $60 NIA $60.00
*Partia l acres prorated.
2 Amount reimbursed to Member Agency by Water A uthority
ATTACHMENT F
MEMBER AGENCY ADMINISTERED PROGRAM INCENTIVE LIST
SECTOR INCENTIVE PROGRAM and SCOPE METRO POLIT AN
REQUIREMENTS INCENTIVE
Residential Single-Family Indoor Survey: $12.50
Member agency provides on-site visit, written survey for
the customer listing recommendations on improvements,
and review of findings report with customer. Survey can
be combined with either irrigation evaluation (w/out
timer) or irrigation evaluation (with timer), but not both.
Residential Irrigation Evaluation (w/o timer): $8
Member agency provides the customer the findings of
the evaluation, makes recommendations on
improvements to the irrigation system and provides a
watering schedule.
Residential Irrigation Evaluation (with timer)~ Member agency $18
provides the customer the findings of the evaluation and
provides recommended irrigation schedule
Commercial Large Landscape Survey: $200 per acre
Member Agency's landscape survey program shall
contain the following elements for each survey site: 1)
Irrigation system evaluation; 2) Development of a water
budget and irrigation schedule; and 3) Survey report
provided on-site to the recipient or customer. Incentives
are limited to the full cost of the survey; no restriction on
application for additional landscape device rebates.
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REPRl:Sl:NTATJVE
San Diego County Water Authority
4677 Overland Avenue • San Diego, California 92123-1233
(858) 522-6600 FAX (858) 522-6568 www.sdcwa.org
.June 13, 2017
Wendy Chambers
Carlsbad Municipal Water District
5950 El Camino Real
Carlsbad, CA 92008
Dear Ms. Chambers:
This Letter Agreement (Agreement) between the San Diego County Water Authority
(Water Authority) and Carlsbad Municipal Water District, (Agency), is entered into for
performance of the WaterSmart Field Services Program.
The Parties shall abide by the terms of this Agreement and perform the obligations
contained in Attachments A through E inclusive which are hereby incorporated and made
a part of this Letter Agreement. The Attachments represent both parties' good faith
estimates of the schedules, scope of work and level of effort required to be expended to
accomplish the project goals.
A. The effective date of this Agreement is July 1, 2017, and shall continue in force
until June 30, 2019 or until Agency's share of :funding is exhausted.
B. The Parties will mutually indemnify, hold harmless and defend at its own
expense, including attorneys' fees, from and against all claims, costs, penalties, causes of
action, demands, losses, and liability of any nature whatsoever, including but not limited
to liability for bodily injury, sickness, disease or death, property damage (including loss
of use) or violation of law, caused by or arising out of or related to any negligent act,
error or omission, willful misconduct of that party, its officers or employees, or any other
agent acting pursuant to its control and performing under this Agreement.
C. This Agreement, including all Attachments, constitutes the entire agreement
between the Parties. No waiver, change, or modification to this Agreement is valid or
binding unless agreed to in writing and signed by both Parties.
A public agency providing a safe and reliable water supply to the San Diego region
PRINTED ON £ECYClED PAPER
A. Each Party warrants that it has the right to enter into this Agreement.
B. Funding for this program is contingent upon the Water Authority providing those funds
in the applicable fiscal year. If funding for any fiscal year is reduced or terminated by the Water
Authority, this Agreement will be terminated or amended as applicable, to reflect the reduced
contribution by the Water Authority. No liability based on this agreement, shall attach to either
party if the Water Authority terminates or reduces the funding.
C. If either Party is unable to fulfill the terms of this Agreement, and if, after reasonable
effort, a resolution between the parties cannot be reached, then either Party shall have the right to
terminate this Agreement upon giving 30 days written notice. In such a case, each party will hold
the other harmless for the termination of the Agreement, and neither Party will be liable to the
other for any unfulfilled obligations as described herein.
D. This Agreement shall not be assigned without the consent of the non-assigning Party
which shall not be unreasonably withheld.
E. This Agreement is governed by and shall be construed under the laws of the State of
California. Any disputes concerning this Agreement shall be brought in a state or federal court in
San Diego County.
F. If any paragraph or clause of this Agreement shall be held to be invalid or unenforceable
by any court of competent jurisdiction, the remainder of the Agreement shall remain in full force
and effect and the parties shall promptly negotiate a replacement provision or agree that no
replacement is necessary.
G. Any notice to either Party hereunder must be in writing signed by the Party giving it and
shall be deemed given when mailed postage prepaid by U.S. Postal Service first class, certified
or express mail, or other overnight mail service, or hand delivered, when addressed as follows:
San Diego County Water Authority
4677 Overland Avenue
San Diego, CA 92123
Attn: Michele Shumate
Carlsbad Municipal Water District
5950 El Camino Real
Carlsbad, CA 92008
Attn: Wendy Chambers, General Manager
2
K. Signatures:
Accepted and Agreed:
San Diego County Water Authority
treach and Conservation
3
Carlsbad Municipal Water District
Wendy Chambers
General Manager
ATTACHMENT A
SCOPE of WORK
Contractor/ Agency shall perform the following tasks:
1.0 Field Services
A. Home Water Use Evaluation:
I. Indoor Component
Obtain permission to enter dwelling and personally inspect indoor fixtures,
document findings, and provide site with recommendations to minimize
water use. Work activities include:
a) Inspecting all toilets, tub diverters, shower heads, and water heater for
leaks.
b) Checking flow rates (identifying water efficiency) of toilets, faucets
and showerheads, to ensure consistency with WaterSense standards.
c) Inspecting dishwasher for Energy Star designation, toilets for HET
and clothes washer for HEW. If designation is not easily determined,
mark "unknown."
2. Outdoor Component
a) Landscape Area Measurement
Measure irrigated landscape area for participating sites. Acceptable
measurement methods/tools include: online or computer based
measurement tools, measuring wheel, or planimeter. Generally, best
practices utilize a plan, or computer-based measurement in
combination with listed field based method. Work activities include
measurement of site, verification of irrigable boundaries, and on-site
verification. A water agency not interested in collecting water-budget
data may opt to employ pacing as a measurement method.
b) Meter and Review
Explain to the customers how to read their meter, provide them a
definition of a hundred cubic feet, explain leak detector dial, how to
mark meter and retum to read it after a period of time. In addition, if
information is available, verify correct read on meter and serial
number.
c) Consumption Review
If water-use consumption data is available, Contractor/ Agency shall
provide a water-use consumption projection, analyze customer's
water use history and discuss patterns that may signal problems such
as a growing leak, failure to change irrigation time for the winter, etc.
d) Landscape and Irrigation System Inspection
Conduct a thorough site and irrigation system inspection to identify
water savings opportunities. Work activities include:
4
(1) Identification of problems such as: meter, lateral, drip and wiper
seal leaks; broken heads; misaligned heads; mismatched heads;
high/low pressure; spray deflection; sunken sprinklers; plugged
equipment; arc misalignment; underutilized or large turf area;
dry spots; valve malfunction; ponding; and lack ofhydrozoning.
(2) Documenting percent estimate of the amount of turf and other
plant material.
(3) Inspecting all operating irrigation stations.
(4) Documenting irrigation pressure at one or more points.
(5) Documenting whether the controller is a standard controller or
Weather Based Irrigation Controller, and if the controller has a
rain shutoff device or soil moisture sensor.
(6) Determining Application Rate (AR) by conducting a catch can
test on one or more stations. Distribution Uniformity (DU) shall
be illustrated to the customer either with a visual explanation,
calculation at the catch can site, or other appropriate method.
The catch can test may be waived if site conditions are too poor
to result in any meaningful data.
e) Irrigation Schedule Review
Review the site's existing irrigation schedule, and make
recommendations to maximize the site's water savings. Work
activities include:
(1) Using AR, when available, to provide a custom watering
schedule for the tested station(s). Proposed schedules shall be
provided for all other stations based on observation of irrigation
type, microclimate/soil information, general knowledge of plant
material water needs (e.g., high/moderate/low/very low-
similar to WUCOLS III), and if applicable, local water use
ordinances. An ETo-based chart or landscape watering
calculator may be used to develop these additional schedules. If
applicable, provide potential run time adjustments if
recommended improvement to the irrigation system are made.
(2) Reviewing the recommended watering schedule with the site
representative.
(3) Documenting if the proposed schedules for each station is an
increase or decrease in water.
(4) If warranted, instructing representative on programing the
irrigation controller using the recommended watering schedule.
For greatest educational value, the site representative should
handle the controller.
f) Additional Data
( 1) Document the amount of time spent at the site conducting the
survey.
(2) Document if residence is owner occupied or a rental, number of
occupants, age of home, and reason for participating in the
program, and how they heard about Program.
5
B. Full (Large Landscape) Audit:
1. Landscape Area Measurement
Measure irrigated landscape area for participating sites. Acceptable
measurement methods/tools include: online or computer based
measurement tools, measuring wheel, or planimeter. Measurements that
employ an online method must be field verified with a slope adjustment
factor. Generally, a plan, or computer-based me~surement must be used in
combination with listed field based method. Work activities include
measurement of site, verification of irrigable boundaries, and on-site
verification.
2. Water Budget
Develop a site water budget based on AB 1881. The Water Budget shall
graphically convey the amount of water used relative to water units
needed and potential water savings. Mixed meter sites will not include
savings potential.
3. Landscape and Irrigation System Inspection
Conduct a thorough site and irrigation system inspection to identify water
savings opportunities. Work activities include:
a) Identification of problems such as: meter, lateral, drip and wiper seal
leaks; broken heads; misaligned heads; mismatched heads; high/low
pressure; spray deflection; sunken sprinklers; plugged equipment; arc
misalignment; underutilized or large turf area; dry spots; valve
malfunction; ponding; incorrect irrigation schedule(s); high water use
plant palette; and lack of hydrozoning.
b) Recording percent estimate of the amount of turf and other plant
material.
c) Evaluating landscape water requirements based on general plant
material water needs ( e.g., high/moderate/low/very low -similar to
WUCOLS 111).
d) Recording static pressure of irrigation at each backflow, if possible,
and dynamic pressure at catch can sites.
e) Inspecting irrigation by running a representative sample of the
irrigation stations that reflect the variety of irrigation types, typical
layouts and pressure zones on the site.
f) Performing DU tests utilizing catch cans. Catch can tests shall be
conducted to represent the variety of irrigation types, rnicroclimate
types and typical layouts on the site that pertain to turf areas, with a
minimum of one per backflow. DU and AR shall be provided for each
catch can test. The DU test may be waived if site conditions are too
poor to result in any meaningful data.
g) Documenting whether the controller is a standard controller or
Weather Based Irrigation Controller, and if the controller has a rain
shutoff device or soil moisture sensor.
4. Irrigation Schedule Review
a) Review the site's existing irrigation schedule and provide
recommendations to maximize the site's water savings. Work
activities include: reviewing the irrigation schedule for each program
with the site representative. The irrigation schedule shall be based on
6
the following factors: ETo zone, general plant and application device
categories (spray/grass, rotor/grass, spray/shrub, etc.), soil type, and if
applicable, local water use ordinances. If applicable, provide
potential run time adjustments if recommended improvements to the
irrigation system are made.
b) For residential sites and if warranted, instructing the site
representative on programing the irrigation controller using the
recommended watering schedule. For greatest educational value, the
site representative should handle the controller.
5. Additional Data
a) Submit a site report including a summary of findings, photos of
problem areas, water savings recommendations, corresponding
available resources and incentives, and irrigation schedule for each
site.
b) Document the amount of time spent at the site conducting the survey.
c) Document how they heard about Program.
C. Irrigation Checkup
1. Landscape Area Measurement
Measure irrigated landscape area for participating sites. Acceptable
measurement methods/tools include: online or computer based
measurement tools, measuring wheel, or planimeter. Generally, best
practices utilize a plan, or computer-based measurement in combination
with listed field based method. Work activities include measurement of
site, verification of irrigable boundaries, and on-site verification. A water
agency not interested in collecting water-budget data may opt to employ
pacing as a measurement method.
2. Landscape and Irrigation System Inspection
Conduct a thorough site and irrigation system inspection to identify water
savings opportunities. Work activities include:
a) Identification of problems such as: meter, lateral, drip and wiper seal
leaks; broken heads; misaligned heads; mismatched heads; high/low
pressure; spray deflection; sunken sprinklers; plugged equipment; arc
misalignment; underutilized or large turf area; dry spots; valve
malfunction; ponding; incorrect irrigation schedule(s); high water use
plant palette; and lack ofhydrozoning.
b) Recording percent estimate of the amount of turf and other plant
material.
c) Evaluating landscape water requirements based on general plant
material water needs ( e.g., high/moderate/low/very low -similar to
WUCOLS III).
d) Inspecting irrigation by running a representative sample of the
irrigation stations that reflect the variety of irrigation types, typical
layouts and pressure zones on the site.
e) Recording irrigation pressure at one or more points.
f) Documenting whether the controller is a standard controller or
Weather Based Irrigation Controller, and if the controller has a rain
shutoff device or soil moisture sensor.
7
g) Determining Application Rate (AR) by conducting a catch can test on
one or more stations. DU shall be illustrated to the customer either
with a visual explanation, calculation at the catch can site, or other
appropriate method. The catch can test may be waived if site
conditions are too poor to result in any meaningful data.
3. Irrigation Schedule Review
Review the site's existing irrigation schedule and provide
recommendations to maximize the site's water savings. Work activities
include: providing and reviewing a recommended watering schedule with
the site representative. The irrigation schedule shall be based on the
following factors: ETo zone, general plant and application device
categories (spray/grass, rotor/grass, spray/shrub, etc.), soil type, and if
applicable, local water use ordinances. If applicable, provide potential run
time adjustments if recommended improvements to the irrigation system
are made.
4. Additional Data
a) Document the amount of time spent at the site conducting the survey.
b) Document how they heard about Program
D. Follow-Up Audit
1. Site and Irrigation System Inspection
Identify unresolved problems such as: meter, lateral, drip and wiper seal
leaks; broken heads; misaligned heads; mismatched heads; low/high
pressure; spray deflection; sunken sprinklers; plugged equipment; arc
misalignment; underutilized or large turf area; dry spots; valve
malfunction; ponding; incorrect irrigation schedule; high water use plant
palette; and lack ofhydrozoning. Activities include completing a
checklist of items still unresolved (relative to the initial full audit) and
documenting the reasons for inaction and record new problems.
E. Follow-Up Irrigation Controller Visit
Provide site representative with additional education on reprogramming the
irrigation controller. Task includes reviewing the recommended watering
schedule with the site representative and instructing him/her on how to reprogram
their irrigation controller. For greatest educational value, emphasis shall be placed
on the representative physically programming the irrigation controller at the
direction of the auditor.
F. GIS Map Feature
Create a GIS map for sites receiving a Full Audit and include it in the report. Map
will identify the location of major irrigation components, hydrozone type and
problem areas. Problem areas may be shown as numbers that correspond with
photos in the report.
8
2.0 Qualifications
Home Water Use Evaluations and Follow-Up Irrigation Controller Visits (HWUE) shall
be performed by a Certified Landscape Irrigation Auditor (CLIA) or certified Qualified
Water Efficient Landscaper. All other services shall be performed by a CLIA
professional. An exception will be made for an individual who meets the Irrigation
Association's CLIA certification requirements and is currently eligible for certification,
as long as final certification is obtained and submitted to the Water Authority within six
months from the date of the written CLIA exan1. Agency shall submit a copy of
certification, or documentation proving eligibility for CLIA certification, to the Water
Authority for each individual scheduled to perform field services prior to work being
performed. Other certifications may be considered if Agency can show they are
comparable to the CLIA certification. The Water Authority reserves the right to approve
or disapprove of certification.
3.0 Deliverables
All deliverables submitted to the Water Authority shall be formatted according to
specifications provided by the Water Authority. Deliverables may include, but are not
limited to:
A. Bi-monthly invoice with backup data
B. Copies of site reports
C. Participant and site data
9
• Program Name:
ATTACHMENT B
PROGRAM CRITERIA
WaterSmart Field Services Program
• Program Description:
Program offers the following services, as summarized on Attachment C, within the
participating agency's service area:
o full (large) landscape audits
o follow-up (large) landscape audits
o irrigation checkups
o home water use evaluations
o follow-up irrigation controller visit
o GIS map feature
Sites solely irrigated with recycled water or that received any field service within the last
three years are not eligible.
• Services Will be Provided By:
o Water Authority via its regional contractor, Mission Resource Conservation
District (Mission) and/or,
o Self-performed by individual member agencies
Note: Agencies have the option to self-perform one or more of the services and
have Mission provide the others. However, each service must be provided solely
by Mission or the agency. For example, if an agency chooses to self-perform
home water use evaluations and have Mission perform full audits, they must self-
perform all home water use evaluations and Mission must perform all full audits.
An agency could not perform some of the home water use evaluations and have
Mission perform its overflow.
• Term:
Two Years: Fiscal Year 2018 -2019
• Participating Agencies (Parties):
Water Authority and the following agencies:
o Carlsbad MWD o Rainbow MWD
o Del Mar, City of o RamonaMWD
o Escondido, City of o Rincon Del Diablo MWD
o Fallbrook PUD o San Diego, City of
o Helix WD o San Dieguito WD
o Lakeside WD o Santa Fe ID
o Oceanside, City of o Sweetwater Authority
o Olivenhain MWD o Vallecitos WD
o OtayWD o Valley Center MWD
o Padre Dam MWD o Vista ID
o Poway, City of o YuimaMWD
10
• Parties Obligations
o The Water Authority will:
• Serve as program administrator.
• If necessary, distribute reserve funds to Agencies exceeding allocation.
• If necessary, perform an annual reallocation of excess funds among
agencies. Provide monthly activity updates, via Mission, to Agencies
utilizing the regional program.
• Provide Agencies utilizing the regional program with any collateral
material developed.
• Notify Agency, via Mission, with the date and time of services scheduled
with the Agency's service area.
• Reimburse Agencies that self-perform authorized services, the maximum
amount listed in Attachment D, Agency Reimbursement Rates and Invoice
Schedule.
• Market the program from a regional perspective as necessary. Examples of
possible marketing efforts include press releases, e-newsletters, online,
and social media tactics.
• Maintain the regional program's website, database and online application.
o Agency Obligations for Participating in the Regional Program:
• Notify Mission within 24 hours of a scheduled service, if an Agency
representative plans to attend.
• Grant or deny authorization of a full or follow-up audit within three
business days of receiving the request by Mission. Email authorization is
acceptable.
• Provide the Water Authority or its agent, electronic water use records
and/or other data necessary to determine customer program eligibility,
marketing efforts, water savings, and cost effectiveness.
• Work cooperatively with the Water Authority and and/or its agent in
marketing services provided by the regional program.
• Make available for inspection to the other party, upon reasonable advance
notice, all records, books and other documents relating to the program.
• Meet minimum scope of services as outlined in Attachment A.
• Review monthly participation data provided by Mission and notify
Mission within five business days of any errors. Process and pay
Mission's monthly invoice within 30 days ofreceipt.
o Self-Performing Agency Obligations:
• Provide electronic copies of the self-performed site reports to the Water
Authority at the time they are invoiced.
• Conduct all self-performed landscape surveys and audits by a Certified
Landscape Irrigation Auditor (CLIA) or an individual who has passed the
CLIA certification written exam and is in the process of completing the
audit requirement. Agency shall submit a copy of CLIA certification or
documentation showing the individual passed the written exam to the
Water Authority prior to work being performed. An individual has six
months from date of written exam to submit final certification to the Water
Authority. Other certifications may be considered if Agency can show
11
they are comparable to the CLIA certification. The Water Authority
reserves the right to approve or disapprove of certification.
• Complete all self-performed services in a format acceptable to the Water
Authority
• Make available for inspection to the other party, upon reasonable advance
notice, all records, books and other documents relating to the program.
• Meet minimum scope of services as outlined in Attachment A.
• Provide the Water Authority or its agent, electronic water use records
and/or other data necessary to determine customer program eligibility,
marketing efforts, water savings, and cost effectiveness.
• Perform Home Water Use Evaluations and Follow-Up Irrigation
Controller Visits -HWUE by a Certified Landscape Irrigation Auditor
(CLIA) or certified Qualified Water Efficient Landscaper (QWEL). All
other services shall be performed by a CLIA professional. An exception
will be made for an individual who meets the Irrigation Association's
CLIA certification requirements and is currently eligible for certification,
as long as final certification is obtained and submitted to the Water
Authority within six months from the date of the written CLIA exam.
Agency shall submit a copy of certification, or documentation proving
eligibility for CUA certification, to the Water Authority for each
individual scheduled to perform field services prior to work being
performed. Other certifications may be considered if Agency can show
they are comparable to the CLIA certification. The Water Authority
reserves the right to approve or disapprove of certification.
12
ATTACHMENT C
SUMMARY OF SERVICES
Commercial/Industrial/Institutional/Multi-Family
Service Description
Full Audit Landscape only. Conducted on a case-by-case basis. For
larger sites greater than one-acre of irrigated landscape. Sites
between one-acre and one-and-a-half-acres of irrigated
landscape may be assigned an Irrigation Checkup at the
discretion of the water agency. Sites that received a field
service within the last three years are not eligible.
Follow-up Audit Landscape only. For sites that received a full audit three or
more years prior, but site conditions have not changed
significantly to warrant another full audit. Instead, site would
benefit from 1) a review ofumesolved problems and/or 2) an
evaluation of changes made since the original audit.
Conducted on a case-by-case basis.
Irrigation Checkup Landscape only. For CII or multi-family site with one-acre or
less of irrigated landscape or sites that meet the water agency
discretionary parameter under a Full Audit. Sites that
received a field service within the last three years are not
eligible.
GIS Map Feature For sites receiving a Full Audit. Agency must opt-in to
receive the feature. Limited to one GIS map per audit.
Residential
Service Description
Home Water Use Evaluation Indoor and outdoor evaluation. For sites less than one-acre of
irrigated landscape or sites that meet the water agency
discretionary parameter under a Full Audit.
For Agencies participating in the regional program, both
indoor and outdoor portions of the evaluation are performed,
unless additional time for programing the irrigation
controller is warranted. In that case, the indoor component
may be waived and homeowners provided with information
on conducting a DIY indoor evaluation. Agencies may elect
to always require the indoor component (refer to Attachment
13
E). For customers of those agencies, the option to spend
additional time educating the customer on programing their
irrigation controller will not be offered. Sites that received a
field service within the last three years are not eligible.
Self-performing agencies may opt to provide both the indoor
and landscape components of the evaluation or just one of
the components.
Full Audit Landscape only. Conducted on a case-by-case basis. For
larger sites greater than one-acre of irrigated landscape
preferably with high water use and/or small grove. Sites
between one-acre and one-and-a-half-acres of irrigated
landscape may be assigned a Home Water Use Evaluation at
the discretion of the water agency. Sites that received a field
service within the last three years are not eligible.
Follow-Up Irrigation Residential only. For sites that received a Home Water Use
Controller Visit Evaluation or residential Full Audit and require additional
education to reprogram their irrigation controller. Conducted
on a case-by-case basis and subject to member agency's
approval. Sites limited to one follow-up visit per Home
Water Use Evaluation or Full Audit performed.
GIS Map Feature For sites receiving a Full Audit. Agency must elect to include
the feature. Limited to one GIS map per audit.
14
ATTACHMENTD
AGENCY REIMBURSEMENT RATES and INVOICE SCHEDULE
Agency Reimbursement Rates:
Services provided under the WaterSmart Field Services Program and the corresponding cost
shares are listed below. For each service, Agency may elect to self-perform the service or
participate in the regional program by utilizing the regional contractor to perform the service.
1) For agencies electing to have the Water Authority provide services through its regional
contractor:
Cost of
Water Service
Authority Agency (Market
Elected Service Share Share Value)
Full Audit -Minimum of one acre and less $328.00 $328.00 $656.00 than four acres
Full Audit -Four or more acre~ $492.00 $492.00 $984.00
Full Audit GIS Map Feature $21.00 $21.00 $42.00
Follow-up Audit $156.50 $156.50 $313.00
Irrigation Checkup $156.50 $156.50 $313.00
Home Water Use Evaluation $62.50 $62.50 $125.00
Follow-up Irrigation Controller Visit-$40.00 $40.00 $80.00 HWUEsite
Follow-up Irrigation Controller Visit -$60.00 $60.00 $120.00 Residential full audit site
2) Fo r agencies e ectmg to pe orm t err own services: r£ h "
Cost of
Water Service
Authority Agency (Market
Elected Service Share Share Value)
Full Audit -Minimum of one acre and less $328.00 $328.00 $656.00 than four acres
Full Audit-Four or more acres $492.00 $492.00 $984.00
Full Audit GIS Map Feature $21.00 $21.00 $42.00
Irrigation Checkup $156.50 $156.50 $313.00
Follow-up Audit $156.50 $156.50 $313.00
Home Water Use Evaluation -Indoor and $62.50 $62.50 $125.00 landscape
Home Water Use Evaluation-Indoor only $18.50 $18.50 $37.00
Home Water Use Evaluation -Landscape $44.00 $44.00 $88.00 only
Follow-up Irrigation Controller Visit -$40.00 $40.00 $80.00 HWUE site
Follow-up Irrigation Controller Visit -$60.00 $60.00 $120.00 Residential full audit site
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2) Self-Perfonning Agencies:
Agency shall submit bi-monthly invoices electronically using Water Authority-approved
process for reimbursement of self-performed services to cbrandon@sdcwa.org and copy
mshumate@sdcwa.org. Invoices shall include all services completed through the last bi-
monthly billing period: Jul/ Aug, Sep/Oct, Nov/Dec, Jan/Feb, Mar/ Apr, May/Jun. Agency
shall submit invoices by the 15th of the following month, with the exception of the billing
period ending in June, which shall be due by July I 0. Payment is due 30 days from receipt.
17
ATTACHMENTE
AGENCY ALLOCATION, ELECTION, AND DISTRIBUTION FORM
Attachment E identifies the total allocation requested by CA,,!'/s..i~Ahf:~/#L Jt/tftrL' ~~d(
(Agency) for fiscal years 2018 and 2019 to be used towards WaterSmart Field Services. Agency
may request an increase in its allocation by submitting a written request to the Water Auth01ity.
If the Water Authority approves the increase, it will provide Agency with written confirmation of
the amended allocation amount. Written confirmation will be sent via email or regular mail.
Complete the steps one through four below to select an allocation option, elect services, and
distribute allocated funds among elected services. This form becomes null and void upon
submission of a subsequent form.
Ste(! One: Select Allocation O(!tion
Agency allocation is the not-to-exceed amount the Water Authority will pay Agency for self-
performed services and/or the Water Authority's cost share for services provided by the regional
contractor. It does not include the Agency's cost share for services performed.
~n 1: Agency Requests an allocation of $3Q ~C ... ~
D Option 2: Forfeit allocation and participation in th; WaterSmart Field Services Program for
fiscal years 2018 and 2019.
Ste(! Two: Elect Services
Check the box for each service your agency elects to include. If elected, select if the service will
be performed by the Water Authority's regional contractor or self-performed by Agency, not
both.
Service Performed By:
Services Agency Regional Self-Performing
Services Elects to Include Contractor Agency
Full Audits ~ ~ D
Follow-Up Audits ~ ~ D
Irrigation Checkups ~ ~ D
Home Water Use Evaluations ~ ~ D
Follow-Up Irrigation Controller Visit ~ Provided by entity that performed
HWUE or residential Full Audit
GIS Map Feature for Full Audits ~ Provided by entity that performs
Full Audit
Step Three: Regional Contractor Option
Select if your age~cy wants to opt-in or opt-out of allowing the auditor the discretion to waive
the indoor component of a Home Water Use Evaluation in order to spend additional time
educating the site participant on programing the irrigation controller.
Option is not applicable to self-performing agencies.
~ D Opt-Out: Selecting this option will require auditor to conduct oudoor and indoor
components. Doing so will limit the amount of time spent, if any, on instructing
the site representative on programing their irrigation controller.
Step Four: Distribute Funds
Distribute allocated funds from Step One among elected services. Funding amounts are estimates
and can be redistributed later if needed.
Full Audits
Follow-Up Audits
Irrigation Checkups
Home Water Use Evaluations
Follow-Up hrigation Controller Visits
Total Allocated Funds
$~ :2.&:?-a;:;;?
$;?39,~
$ 9'3~c::;;;;;;;;?
$::Z~ .36::Z _ ,ez::;:;
$o/".&"'O-c,::x:::>
$ 3q~ a?
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