HomeMy WebLinkAboutSan Diego County Water Authority; 2009-07-15;JOINT PARTICIPATION AGREEMENT FOR
LOCAL INVESTIGATIONS AND STUDIES ASSISTANCE PROGRAM FUNDING
BETWEEN
SAN DIEGO COUNTY WATER AUTHORITY
AND
CARLSBAD MUNICIPAL WATER DISTRICT
THIS AGREEMENT is made this lS day of jOuW^jbetween the San Diego
County Water Authority (Water Authority), a county water authority, and Carlsbad Municipal
Water District (Agency), a municipal water district and a Subsidiary District of the City of
Carlsbad, in view of the following facts:
RECITALS
1 . In January 2007, the Water Authority established the Local Investigations and Studies
Assistance Program (LISA Program), for the purpose of facilitating local agency studies
and investigations of new local water supply opportunities.
2. The purpose of the LISA Program is to encourage, through assistance in project funding,
local brackish groundwater, seawater desalination, recycled water and conjunctive-use
studies and investigations that could lead to local water supply projects that provide new
annual core (baseload) supplies or increased dry-year supplies.
3 . Funding for this program in the amount of $2 million is provided by the Water Authority.
4. Studies receiving funding under this Agreement must be related to the production and/or
conveyance of recycled water; or the extraction, treatment and/or conveyance of
groundwater; or the desalination of seawater and/or conveyance of the product water.
5. Agency is conducting a feasibility study entitled: "Encina Basin Water Reclamation
Program - Phase HI Project Feasibility Stud/' (Study). The purpose of the Study is to
"explore new recycled water markets to allow for incremental demand increases, develop
the recommended project capital cost, perform environmental review and identify funding
sources." See Attachment A — Scope of Work for description of work to be performed
under the Study.
The Recitals above are incorporated herein and the Parties agree as follows.
Section 1. Term of Agreement
The term of the Agreement begins at the date of execution of the Agreement and ends
three (3) years from the date of execution. The final invoice for reimbursement must be submitted
to the Water Authority for approval and payment within three (3) years and three (3) months from
the date of the execution of the Agreement.
Section 2. Work to be Performed Under this Agreement
(a) The approved scope of work, schedule, and budget for this Agreement is included as
Attachment A - Scope of Work, Attachment B - Project Schedule, and Attachment C -
Project Budget, attached herein and made a part of this Agreement
(b) At the end of the project, Agency shall produce a Final Feasibility Study Report which
will summarize the findings of the study. Agency shall provide the Final Report to the Water
Authority prior to submitting its final invoice for reimbursement of grant funds.
Section 3. Amount of Funding and Agency Match
On December 18, 2008, the Water Authority Board approved up to $170,500 in
matching LISA Program Grant Funds to be provided to the Agency. The agency match shall be
equal to or greater than the total Water Authority award of grant funds under the LISA Program.
Agency match must also be equal to or greater than 50 percent of the total study cost. The
Agency may designate as reimbursable funds eligible expenditures for work conducted by the
Agency after the date of the board approval of funding, December 18, 2008.
The Agency may designate as matching funds eligible expenditures for work conducted
by the Agency after December 18, 2006, a period of up to two years before board approval.
Eligible matching funds are described in Section 4 below.
Contributions to Agency from: 1) private entities; and 2) public entities located outside
the county of San Diego, including but not limited to the Metropolitan Water District of Southern
California, the U.S. Bureau of Reclamation, U. S. Environmental Protection Agency, California
Energy Commission, American Waterworks Association, etc., shall be subtracted from the cost of
the Study for the purposes of calculating eligible reimbursable funds, matching funds, and total
project cost.
Section 4. Eligible Matching Funds
Eligible matching funds include expenditures for third party costs or in-kind specialized
services related to the execution of the Study conducted in-house by the Agency. Overhead and
general administrative services do not qualify as in-kind matching funds. Third party costs
include subcontractor work for technical support services. In-kind specialty services include
technical services such as GIS, environmental review, lab work, field monitoring, and direct costs
for project management.
The Water Authority retains sole discretion to determine eligible matching funds based on
criteria identified above.
04/14/2009
2 of 8
Section 5. Documentation of Expenditures
In order to request reimbursement of expenditures, Agency must submit the following
documents:
a. Proof of formal approval by its governing Board of the Study and expenditure of
matching funds solely for the purpose of the Study. Proof of approval maybe in the
form of a copy of an adopted resolution or minutes of a meeting of which a motion is
adopted which copy is certified as true copy of an official record of the Agency.
b. Executed copy of any third party/consultant contract for services with respect to the
Study.
c. Documentation of expenditure of agency matching funds, including but not limited
to, copies of consultant invoices and statements of agency in-house labor time and
expenses (if applicable).
Section 6. Disbursement Conditions
Agency funds must be expended before reimbursement is requested. After funds are
expended, the Lead Agency shall submit invoices for reimbursement of grant funds to the Water
Authority. The Water Authority will reimburse Agency on a quarterly basis for up to 50% of
eligible expenditures upon receipt of an invoice and documentation of expenditures. Only those
expenditures incurred by Agency after December 18,2008 are eligible for reimbursement. In-
kind services are not eligible for reimbursement but can be applied toward the agency cost-share.
For each quarterly invoice, Agency shall submit the following:
i. Two copies of the Quarterly Report and Statement of Costs, as specified in
Section 8, for the period for which reimbursement is being requested.
ii. One original invoice and one copy from Agency requesting reimbursement of
grant funds.
iii. Two copies of consultant/contractor paid invoices and documentation of payment
of those invoices; documentation of in-house labor time and expenses (if
applicable) for work conducted during the quarter; and any bills of materials.
Section 7.
Agency shall be designated and shall bear responsibility for meeting the terms of this
Agreement. Enforcement and all related correspondence of this Agreement shall be between the
Water Authority and Agency only. The Lead Agency shall be responsible for submitting
quarterly reports, invoices, and statement of costs for work conducted by Agency. Reimbursable
funds will be distributed to Agency only.
04/14/2009
3 of 8
Section 8. Quarterly Progress Reports and Statement of Costs
Following the execution of the funding agreement, Agency shall submit a progress report
on the status of the Study and thereafter on a quarterly basis. Quarterly Progress Reports should
be submitted within one month following the end of each calendar quarter (January through
March; April through June; July through September: and October through December. A
Statement of Costs (expenditures) shall also accompany all progress reports. Progress reports
shall include a report of work completed during the previous period, anticipated work to be
conducted during the next quarter, percent completion of tasks (as outlined in the approved
schedule), and percent completion of the total Study. Agency shall use the reporting format as
shown in Attachment D - Quarterly Progress Report or a Water Authority approved alternate.
Statement of Costs shall include the expenditures for the previous quarter and total
expenditures to date. See Attachment E - Statement of Costs for example of Statement of
Costs.
Section 9. Performance Criteria
Agency must observe the established criteria:
a. Work on the approved scope must begin within six months of award of funding.
b. Work on the approved scope must be completed within three years of the date of
execution of this Agreement.
c. If the schedule lags for greater than two quarters from the schedule included as
Attachment B, a meeting between Agency and Water Authority staff will be held to
determine cause, remedies, and a possible amendment to the schedule or Agreement.
d. If the schedule continues to lag for an additional two quarters, Water Authority staff
will have a follow-up meeting with Agency staff to determine continued viability of
the Study. A report of the outcome of the meeting(s) and recommendations regarding
the continued viability of the Agreement will be made to the Water Authority General
Manager.
Section 10. Withholding of Grant Disbursement by Water Authority
If the Water Authority determines that the Study is not being completed in accordance
with the Performance Criteria in Section 9 and in accordance with the provisions of the
Agreement, if Agency has failed in other respects to comply substantially with the provisions of
this Agreement, the Water Authority will demand compliance. If Agency does not remedy such
failure to the Water Authority's satisfaction within a reasonable period, the Water Authority may
withhold from Agency all or any portion of the Water Authority matching fund commitment, and
take any other action it deems necessary to protect its interest and to meet the goals of the LISA
Program including termination of this Agreement..
04/14/2009
4 of 8
Section 11. Acknowledgement of Credit
In the Final Feasibility Study Report, and when promoting the Study or using any data
and/or information developed under the Agreement, Agency shall include appropriate
acknowledgement of credit to the Water Authority, and all cost-sharing partners for their support.
Section 12. Audit Requirements
The contracting parties shall be subject to the examination and audit for a period of three
years after the final payment under this Agreement with respect to all matters connected with the
performance of this Agreement. All records of Agency its contractors and subcontractors shall be
preserved for this purpose for at least three years after the completion of the Study.
Section 13. Competitive Bidding of Contracts. Public Works. Prevailing Wages, and
Procurements
Agency shall comply with all applicable laws and regulations regarding securing
competitive bids, payment of prevailing wages where applicable, and undertaking competitive
negotiations in contracts for the procurement of goods and services provided under this
Agreement.
Section 14. Amendments
This Agreement may be amended at any time by mutual agreement of the parties.
Requests by Agency for amendments must be in writing stating the reason for the request.
Any changes in project scope that are requested after the Water Authority Board has
approved the funding recommendations must be submitted to the Water Authority for approval. If
approved, the Agreement shall be amended to reflect the change.
Section 15. Relationships of Parties
Agency, its contractors, subcontractors, and their respective agents and employees
performing work under this Agreement, shall act in an independent capacity and not as officers,
employees, or agents of the Water Authority.
Section 16. Project Officials and Notices
The Director of Water Resources of the Water Authority shall be the Water Authority's
representative and shall have the authority to sign the Agreement and amendments to the
Agreement if needed.
Agency Project Manager shall be David Ahles, Senior Engineer. Agency's Project
Manager shall be Agency's representative for the administration of the Agreement and shall have
full authority to act on behalf of Agency, including authority to execute all payment requests. All
04/14/2009
5 of 8
communications given to Agency's Project Manager shall be as binding as if given to the
Agency.
Either party may change its Project Manager upon written notice to the other party.
Notices required to be given to the Water Authority in writing by Agency under this Agreement
shall be sent to:
Ken Weinberg, Director of Water Resources
San Diego County Water Authority
4677 Overland Avenue
San Diego, CA 92123
Notices required to be given to Agency in writing by the Water Authority under this
Agreement shall be sent to:
Dave Ahles, Senior Engineer
Carlsbad Municipal Water District
1635 Faraday Avenue
Carlsbad, CA 92008
A change of address for delivery or notice may be made by either party by written notice
of such change of address to the other party.
Section 17. Cooperation
Agency will provide the Water Authority with quarterly progress reports as specified in
Section 8. Agency will provide the Water Authority with copies of the Draft and Final Feasibility
Study Reports and any interim documents for the Water Authority staffs review and input.
Agency will provide the Water Authority with reasonable access to information being developed
or secured for the Study and report purposes including, upon request of the Water Authority, an
audit of costs associated with the Study.
Water Authority reserves the right to conduct periodic review meetings with Agency and
its project team. The purpose of these meetings is to provide a detailed update on Study progress,
findings to date, and any challenges or other issues that have arisen during the Study.
Section 18. Completion and Work Product
Within 90 days of the conclusion of the Study, Agency shall submit to the Water
Authority: the final invoice for reimbursement, final Statement of Costs, Final Study Report, and
the final Quarterly Progress Report. Agency shall furnish the Water Authority with two (2)
hardcopies of the Final Feasibility Study Report and two (2) electronic copies on CD.
04/14/2009
6 of 8
Section 19. Defaults and Remedies
Any claim Agency may have regarding the performance of this Agreement including, but
not limited to, claims for extension of time, shall be submitted to the Water Authority Director of
Water Resources within thirty (30) days of Agency's knowledge of the claim. The Water
Authority and Agency shall then attempt to negotiate a resolution of such claim. If a resolution is
reached, an amendment to this Agreement may be processed to implement the terms of the
resolution.
The use by either party of any remedy specified herein for the enforcement of this
Agreement is not exclusive and shall not deprive the party using such remedy of, or limit the
applicability of any other remedy provided by law.
Section 20. Public Record
All reports, including the Final Feasibility Study Report, submitted as part of the Study fall
under the Public Records Act, Government Code § 6250 et seq., and the Brown Act, Government
Code § 54950 et seq., are public records, and as such may be subject to public review.
Section 21. Indemnity - Hold Harmless
Agency shall defend, indemnify, and hold harmless the Water Authority, its directors,
officers, employees, and agents from all damage, injury, claims, demands, losses, and liability to
the extent that the same are the result of conducting the Study, or the negligence or willful
misconduct of Agency or any of its officers, employees or any other person acting pursuant to its
control in performing the work under this Agreement.
Agency shall not indemnify the Water Authority, its directors, officers, employees, and
agents from the sole negligence or willful misconduct of the Water Authority.
Section 22. Laws and Venue
This Agreement shall be interpreted in accordance with the laws of the state of California.
Any action brought to interpret or enforce any term of this Agreement, shall be brought in a state
or federal court in the county of San Diego.
Section 23. Assignment
Agency shall not assign, sublet, or transfer this Agreement or any rights or interest in this
Agreement without the written consent of the Water Authority, which may be withheld for any
reason.
Section 24. Integration
This Agreement represents the entire understanding of the Water Authority and Agency as
to those matters contained herein. No prior oral or written understanding should be of any force
04/14/2009
7 of 8
force or effect with respect to those matters covered hereunder. This Agreement may not be
modified or altered except in writing signed by the Water Authority and Agency.
Section 25. Notice
Any notice or instrument required to be given or delivered by this Agreement may be
given or delivered by depositing the same in any United States Post Office, registered or certified,
postage prepaid, addressed to:
San Diego County Water Authority
4677 Overland Avenue
San Diego, CA 92123
Attn: Ken Weinberg
Director of Water Resources
Section 26: Signatures
Carlsbad Municipal Water District
5950 El Camino Real
Carlsbad, CA. 92008
Attn: Dave Ahles
Senior Engineer
The individuals executing this 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 Agreement as of the date
written above:
SAN DIEGO COUNTY WATER
AUTHORITY
Ken Weinberg
Director of Water Resources
Approved as to form:
DANIEL S. HENTSCHKE
General Counsel
San Diego County Water Authority
*(2By:l_/^62fl/t^i
CARLSBAD MUNICIPAL WATER DISTRICT
President
RONALD R. BALL
General Counsel
Carlsbad Municipal Water District
By:
04/14/2009
8 of 8
ATTACHMENT A
SCOPE OF WORK
ENCINA BASIN WATER RECLAMATION PROGRAM
PHASE III PROJECT FEASIBILITY STUDY
SCOPE OF WORK
TASK 1 - PROJECT MANAGEMENT AND MEETINGS
Our team will prepare meeting agendas five working days prior to each meeting and submit
meeting notes within five working days after each meeting. Our project manager and project
engineers will attend all meetings. Additional team members will attend on an as-needed basis.
Subtask 1.1 - Kick-Off Meeting
The project will be launched at a kick-off meeting between City staff and the Project team
members. The following will be accomplished at the kick-off meeting:
*• Confirm project objectives.
> Define project roles of all team members.
> Establish communication lines.
> Review data-gathering list.
> Review Project Work Plan and Schedule.
*• Review draft report outline for each deliverable.
It is our experience that the establishment of a report outline for each deliverable at the
beginning of the project promotes efficient report production and quality deliverables that meet
expectations. We will therefore submit a draft Table of Contents (TOC) for the 2010 Recycled
Water Master Plan (RWMP) and the Recycled Water Phase III Feasibility Report (Phase III FS)
at the kick-off meeting. The RWMP report outline presented below has been used in this SOW
and our labor estimate as presented in Section 7 of this proposal. We will modify this outline
based on discussions with City staff at the beginning of the project.
Draft 2010 Recycled Water Master Plan Outline
Chapter 1 - Introduction
Chapter 2 - Existing System
C:\Clients\Carlsbad\Recycled Water Master PlarrtScope of Work
Chapter 3 - Recycled Water Demands
Chapter 4 - Recycled Water Supplies
Chapter 5 - Recycled Water Regulations
Chapter 6 - Hydraulic Model
Chapter 7 - Existing System Evaluation
Chapter 8 - Future System Evaluation
Chapter 9 - Capital Improvement Program
Draft Recycled Water Phase III Feasibility Study Outline
Chapter 1 - Introduction
Chapter 2 - Recycled Water Demands
Chapter 3 - Recycled Water Supplies
Chapter 4 - Potential Phase III Projects
Chapter 5 - Project Cost Estimates
Chapter 6 - Property Acquisition and Right-of-Way Requirements
Chapter 7 - CEQA, Regulatory, and Permitting Requirements
Chapter 8 - Grant and Loan Opportunities
Chapter 9 - Implementation Plan
One additional benefit of writing TMs as draft report chapters is that the numbering of all
headings, figures, tables, as well as the overall format of each deliverable, remains identical in
the report. This method also improves the report production efficiency, makes it easier for City
staff to verify if all comments are incorporated, and avoid surprises in the end.
Subtask 1.2 - Coordination Meetings
A key component to the success of the master plan is coordinating with other important District
departments and outside stakeholders. As part of this task, our Team will attend up to six
project coordination meetings with other City departments, such as the GIS, Planning,
Engineering, Operations and Maintenance (O&M), and/or Finance Departments. In addition,
coordination meetings will be held with outside stakeholders such as the Encina Wastewater
Authority (EWA), Leucadia Wastewater District (LWWD), Vista Irrigation District (VID), and
Vallecitos Water District (VWD).
These meetings will be crucial to obtain the necessary information to evaluate the existing
system and plan future system expansions. Meetings with outside stakeholders will be focused
on exploring opportunities to serve recycled water outside the District's service area to
C:\Clients\Carlsbad\Recycled Water Master PlarAScope of Work ^
customers that do not have access to recycled water. It is assumed that the majority of these
meetings can be scheduled in combination with the monthly status meetings.
Subtask 1.3 - Monthly Status Meetings
Our project manager and project engineers will attend up to seven (7) monthly project meetings
to summarize project progress, share information, and gain concurrence on key project issues.
This number of meetings is based on our 8-month project schedule. These meetings will be
scheduled such that key deliverables can be discussed at each meeting as shown on our Work
Plan presented in Section 4 of this proposal. It is assumed that some of these meetings can be
held as conference calls.
Subtask 1.4 - Project Management
Our project manager will prepare monthly progress reports that will be sent out via e-mail that
present the project progress, budget status, schedule updates, and, if applicable, project issues
or out-of-scope work requests. These reports will allow the District to stay informed on the
project progress in an efficient manner.
Our team will also develop and maintain a centralized action item list and a data-gathering list
during the course of the project. These living documents will be updated monthly and promote a
smooth project delivery. This task also includes time required for other project management
duties, such as staff management, contract administration, billing, and invoicing.
Task 1 Deliverables
^ Meeting Agendas (14).
^ Meeting Minutes (14).
*• Progress Reports (7).
>• Schedule Updates (7).
*> Draft TOC for RWMP and Phase III FS Reports.
TASK 2 - DATA COLLECTION AND REVIEW
Subtask 2.1 - Review Reports and Records
Our team will gather and review information pertinent to the development of the RWMP and
Phase III FS. This review will include, but is not limited to, the following:
C:\Clients\Cartsbad\Recycled Water Master PlarAScope of Work
> Review of the District's relevant planning documents and design standards, such as the
1990 Reclaimed Water Master Plan, 1997 Reclaimed Water Master Plan Update, 2000
Reclaimed Water Distribution System Study, the District's General Plan, the District's
2005 Urban Water Management Plan, and other relevant planning documents.
K Review of inter-agency agreements with neighboring agencies, such as the EWA,
LWWD, and VWD.
> Review of EWA's Water Reclamation Facility (WRF) and VWD's Meadowlark WRF
historical production and current operations.
Subtask 2.2 - Review of Customer Data
Our team will gather and review information pertinent to the existing and potential recycled
water customers and demands. This review will include the following:
> Review information on existing and potential recycled water customers.
>• Review of District's General Plan and Specific Plans for new development projects.
> Review of historical recycled water billing records.
*• Review of historical potable water billing records of large customers.
>• Review of recycled water peaking factors and diurnal patterns used in previous reports.
^ Review of recycled water demand factors used in previous reports.
Historical billing records will be used to prepare summaries of the existing recycled water
customer demands, as well as the demands of the large potable water customers. Summaries
will include annual average, maximum month demand, and peak hour demands. This data will
be used to review and possibly update seasonal peaking factors.
Subtask 2.3 - Abandoned Assets
Our team will gather and review information provided by the District regarding "abandoned
assets" such as pipelines. The possibility of incorporating these abandoned assets into the
District's recycled water system will be evaluated. Findings will be discussed with City staff.
As part of this task we will also identify City-owned sites that could potentially be used to
construct new recycled water system facilities.
C:\Clients\Carlsbad\Recycled Water Master PtarAScope of Work
Subtask 2.4 - Summarize Known System Deficiencies
Our team will meet with the engineering and O&M staff of the District, VWD, and the EWA to
develop a list of known deficiencies in the existing systems. It is assumed that meetings
required for this task are covered under Subtask 1.2. This task will consist of the development of
a master deficiency list, possible improvements to address these deficiencies, and an initial
prioritization for these improvements. The information of this task will be incorporated in Draft
Chapter 1 (Existing System), which will be submitted for review by City staff.
Task 2 Deliverables
> List of References.
*• Draft Chapter 1 - Introduction.
>• Draft Chapter 2 - Existing System.
TASK 3 - MARKET AND DEMAND ASSESSMENT
Subtask 3.1 - Develop Potential Customer List
Our team will identify potential recycled water customers by evaluating the historical billing
records, general plan land use, specific plans, aerial photography maps, and the most recent
water master plan and other pertinent information. Customers will be categorized based on user
type such as agriculture, irrigation, commercial, and industrial user types.
We will conduct a workshop with City staff to discuss the top 100 largest customers list and
determine which customers are the most viable for using recycled water. The purpose of this
workshop is to develop a list with the potential recycled water customer candidates. Potential
customers that are located immediately outside the District's service area that do not have
ready access to recycled water will be included when developing the initial top 100 customer
list. As part of this task, our team will therefore also review billing records of large water
customers in neighboring agencies
Subtask 3.2 - Estimate Potential Demand
As part of this task, we will estimate the recycled water demand for all the customers identified
in Subtask 3.1. We will analyze existing and future demands, water quality requirements,
seasonal peaking factors, and diurnal demand patterns.
We will develop new recycled water demand factors for the various user types. Historical
recycled water demand records, along with GIS parcel data and aerial photography, will be used
C:\Clients\Car1sbad\Recycled Water Master PlarAScope of Work 5
to determine the actual recycled water demand per acre for the large irrigation customers.
These demand factors will then be compared with the demand factors used in previous studies
and other recent recycled water master plans developed for agencies with similar climate
conditions. Recommendations will be made for the most appropriate recycled water demand
factor by user type.
In addition, recommendations will be made for the potable water demand reduction that should
be considered in the water master plan update. We will work closely with City staff and the
selected water master plan consultant to finalize these recommendations and coordinate the
demand projections in both master plans.
The findings of Tasks 3.1 and 3.2, including a customer list, demand estimating assumptions,
water demand factors, recycled water demand projections, and customer maps will be
incorporated in Draft Chapter 3 (Recycled Water Demands), which will be submitted for review
by City staff. Comments on this report chapter will be incorporated and included in the Draft
RWMP that will be prepared as part of Subtask 10.2.
Subtask 3.3 - Prepare a Customer GIS Maps
We will populate a GIS database with the customer names, address, user type, existing potable
water demand, potential recycled water demand, seasonal peaking factors, diurnal demand
type, ground elevation, pressure zone, and water quality requirements. This GIS database will
be used to prepare maps of the existing and potential recycled water customers. These maps
will show to location of customers and visually indicate the potential recycled water demand by
symbol size.
Subtask 3.4 - Conduct Customer Surveys
Our team will contact up to 25 customers that could potentially use recycled water for cooling
towers or other industrial process applications using telephone interviews. The list of customers
that will be contacted will be developed in close coordination with City staff. It is assumed that
City staff will provide the contact information for the selected customers.
We will prepare a draft questionnaire that will be discussed and finalized with City staff prior to
conducting these interviews. A standard form will be developed and used to report any
customer concerns and special requirements, such as pressure and water quality requirements.
The completed forms will be included as an appendix in the RWMP report, while the key
findings and associated demands will be summarized in Chapter 3.
C:\Clients\Carlsbad\Recycled Water Master PlarAScope of Work 6
Subtask 3.5 - Prepare Demand Projections
The findings of Subtasks 3.1 through 3.4 will be combined and used to prepare recycled water
demand projections. The GIS Customer Database developed in Subtask 3.3 will be enhanced
with phasing information for each customer using 5-year planning periods from 2010 through
2035 and build-out. The database will be used to estimate the projected recycled water demand
for each 5-year planning period through year 2035 and at build out.
Task 3 Deliverables
*• Potential Recycled Water Customer List.
> Potential Customer Map.
> Demand Projection Summary.
*• Workshop Agenda and Summary.
> GIS Customer Database.
*• Draft Chapter 3 - Recycled Water Demands.
TASK 4 - RECYCLED WATER SUPPLY
Subtask 4.1 - Identify Existing and Future Supply Sources
The capacity of the existing and future recycled water supply sources will be evaluated. This
evaluation will include the Carlsbad Water Recycling Facility (CWRF), Meadowlark Water
Reclamation Facility (MWRF), and the Gafner Water Reclamation Facility (GWRF). The
projected demands will be compared with the available supplies in 5-year planning periods from
2010 through 2035 and build-out. The supply balance will be presented for average day
demand (ADD) and maximum day demand (MDD) conditions, considering the seasonal
variations in both supplies and demands.
Subtask 4.2 - Conduct Supply Evaluation
The supply balance prepared as part of Subtask 4.1 will be used to develop up to four supply
scenarios that will be analyzed in further detail as part of this task. These scenarios will be
developed with input from City staff. The purpose of this evaluation is to determine which supply
sources should be expanded or abandoned.
The recycled water infrastructure improvements required for each supply scenario will be
determined using a combination of desktop analysis, conceptual level design for the treatment
C:\Clients\Cartsbad\Recycled Water Master PlarAScope of Work 7
plants, and the hydraulic model for the conveyance facilities, such as pump stations and
pipelines. Planning level cost estimates of the major improvements required for each supply
scenario will be prepared. In addition, the energy cost associated with distribution system
pumping will be estimated for each scenario. The combined capital and energy cost will be used
to determine the supply cost per acre-foot for each source and each scenario.
The information gathered and developed for the quantification of supply sources and the cost
per acre-foot for each scenario will be incorporated in Draft Chapter 4 (Recycled Water
Supplies), which will be submitted for review by City staff. Comments on this report chapter will
be incorporated and included in the Draft RWMP that will be prepared as part of Subtask 10.2.
Task 4 Deliverables
> Supply Balance in 5-year increments through year 2035 and build-out.
> Draft Chapter 4 - Recycled Water Supplies.
TASK 5 - RECYCLED WATER REGULATIONS
Subtask 5.1 - Review Standards, Ordinances, and Regulations
Our team will review the District's design standards, water quality management practices, and
federal and state regulations. As part of this task, we will:
> Summarize the District's design standards applicable to recycled water systems.
> Review the District's ordinances and make recommendations for changes, if necessary.
For example, new developments with a projected irrigation demand greater than 10,000
gpd could be required to implement dual water systems.
> Discuss connection issues driven by Water Code and District Ordinance changes.
>• Summarize State and Federal existing water quality standards.
>• Describe the ongoing developments of State and Federal water quality standards.
> Review the District's Best Management Practices (BMPs) for recycled water use.
*• Summarize the upcoming regulatory issues that could impact recycled water
implementation, such as the manganese standards for the CWRF.
The review of District Ordinances and Regulations will be incorporated in Chapter 4 (Recycled
Water Supplies).
C:\Clients\Cartsbad\Recycled Water Master PlarAScope of Work 8
Subtask 5.2 - Inspection and Maintenance Requirements
Our team will review the industry standards for ongoing inspection and maintenance
requirements for recycled water facilities, such as the standards of the American Water Works
Association and the California Department of Public Health. We will prepare a table that lists the
requirements (frequency of inspection, labor hours, and costs) for each type of system
component (reservoir, pump station, mile of pipeline, service connection, etc.).
Task 5 Deliverables
*• Inspection and Maintenance Requirement Table.
> Draft Chapter 5- Recycled Water Regulations
TASK 6 - RECYCLED WATER MODEL
Subtask 6.1 - Model Development and Calibration
Our team will complete the recycled water model prepared by City staff to fully represent the
District's existing recycled water system. It is assumed that the existing model accurately
represents the existing system connectivity, pipeline sizing, pipeline materials, ground
elevations, and pressure zone naming. Based on a review of the model provided on CD and
discussions at the pre-proposal meeting, we have identified the following modifications that will
be completed as part of this task:
^ Input of pressure reducing valves (PRVs) to complete the pressure zone separations.
*• Input of existing customer demands based on the average usage in 2008 (using
geocoding).
>• Input of customer names.
> Input of typical diurnal curves for the various usage types.
*• Input of pump curves that accurately represents the current operating conditions. Field
pump tests would need to be conducted by City staff.
^ Input of system controls after discussion with the City's operational staff.
The model will be run after these modifications and changes have been made as necessary to
make the model run without errors or warnings. The model will then be hydraulically calibrated
C:\Clients\Cartsbad\Recycled Water Master PlarAScope of Work
for field conditions. As part of the model calibration process, we have identified the following
tasks:
*• Select a calibration day and prepare a Calibration Plan. This plan will describe the steps
involved in the calibration process, operational procedures, required equipment and/or
supplemental monitoring instruments, field data to be collected, the data collection
methods, and recording intervals.
*• Submit the Calibration Plan to the City staff for review and acceptance prior to collecting
calibration data.
*> It is assumed that City staff will collect the necessary field data and provide this in
electronic format.
»> Our proposal includes the rental of 10 flow monitors that can be strapped on to the large
customer laterals to measure their demands and develop customer specific diurnal
patterns.
*• We will provide five remote pressure loggers that can be attached to hydrants, if
available on the recycled water system.
> Organize the calibration data and prepare diurnal curves and pressure comparison
graphs.
>• Scale the average day system demands in the model to the demands measured on
calibration day.
>• Input specific controls that were used on calibration day, as necessary.
> Calibrate the system pressures, tanks levels, and booster station flows in the model to
reflect field conditions as close as possible. The calibration accuracy is typically around
10 percent, depending on the accuracy and number of field measurements.
>• Present the model calibration results to the District by use of graphic and tabular
displays.
> Discuss the results with City staff and make changes, if necessary.
C:\Clients\Carlsbad\Recyded Water Master Plan\Scope of Work 10
Subtask 6.2 - Water Quality Calibration
Once the model is calibrated for hydraulic parameters (flows, pressures, and tank levels), the
model can be calibrated for water quality parameters. It is assumed that the same calibration
day will be used for both the hydraulic and water quality calibration and that the water quality
calibration is limited to chlorine residual levels. As part of this task, we have identified the
following steps:
*• Prepare a water quality section for the Calibration Plan.
> It is assumed that City staff will collect the necessary chlorine residual samples in the
field data and provide the test results in electronic format.
> Calibrate the hydraulic model for water quality.
>• Present the calibration results using maps, graphs and tables.
^ Discuss the results with City staff and make additional changes, if necessary.
Our team will work closely with the City's engineering and operational staff during the
completion of Tasks 6.1 and 6.2. We will involve Jacob Moeder and other staff during the
process as much as desired to transfer knowledge and resolve questions quickly. Working
together will bring many benefits to the District including acceleration of schedule, a more
accurate model, and credibility of results.
Subtask 6.3 - Development of Build-Out Model
We will develop a build-out model that includes system expansions to all potential customers
identified as part of Task 6.3. New pipelines and facilities will be sized for ultimate demand
conditions and controls will be adjusted where necessary to make the model run properly. New
demand nodes will be added to represent future customers. Each node will include a customer
name, future demand, diurnal curve, ground elevation, and pressure zone designation. Each
future pipeline will include the appropriate diameter to serve the build-out demand and pressure
zone designation. The build-out model will be set up as a separate scenario. Intermediate
planning year scenarios will be added later as part of Task 8.
Subtask 6.4 - Hydraulic Model Owner's Manual (Optional)
As an optional task, we could prepare hydraulic model owner's manuals that will assist City staff
with the use of model after the project is completed. This manual will summarize the model
C:\Cltents\Carisbad\Recycled Water Master PlanVScope of Work 11
development process and specifically describe the model scenarios, query sets, and facility sets
that will be included in the final model deliverable. The manual will also describe model
maintenance procedures with regards to database management to ensure that the scenarios
and query sets continue to work properly when model modifications are made. This manual will
be included as an appendix of the RWMP report.
Task 6 Deliverables
> Calibration Plan.
*• Draft Chapter 6- Hydraulic Model.
^ Model Owner's Manual (Optional Task).
TASK 7 - EXISTING SYSTEM ANALYSIS
Subtask 7.1 - Develop Evaluation Criteria
Our team will prepare draft evaluation criteria based on previous studies and typical criteria
used in the industry. The draft planning and evaluation criteria will be described in a TM for
review by City staff. This TM will be discussed with City staff at one of the progress meetings
and finalized prior to the system evaluations described under Subtasks 7.2 and 7.3.
Subtask 7.2 - Existing System Evaluation
Our team will use the calibrated model to analyze the existing recycled water system under the
following demand conditions:
> Average Day Demands.
*• Maximum Day Demands.
> Peak Hour Demands.
>• Minimum Day Demands.
The hydraulic model will be run under these demand conditions to analyze the system
pressures under peak demands, storage capacity, pumping efficiency, replacement
requirements, and capital cost. The objectives of the analysis and the improvements are to
improve pumping efficiency, water quality, and reduce the need for chemicals. Options to
eliminate hydro-pneumatic pumping systems and optimize pumping efficiency will be
investigated as part of this task.
C:\Clients\Cartsbad\Recycled Water Master PlaMScope of Work 12
The water quality feature of the hydraulic model will be used to evaluate the loss of chlorine
residuals under minimum day demand conditions when water passes through the distribution
system from Mahr Reservoir and/or any other supply sources. The water quality evaluation will
be conducted minimum day demand conditions to analyze the circulation during winter and and
low demand months.
Subtask 7.3 - Existing System Improvements
The hydraulic model will be used to size improvements to address the existing system
deficiencies identified in Subtask 7.2. These improvements will include a combination of
pipelines, pumping stations, and reservoir storage facilities.
The findings of Subtasks 7.2 and 7.3 will be described in draft report Chapter 6 (Existing System
Analysis), which will be submitted to City staff for review and comments. Comments on this
report chapter will be incorporated and included in the Draft RWMP that will be prepared as part
'of Subtask 10.2.
Task 7 Deliverables
> Evaluation Criteria TM.
*• Draft Chapter 7- Existing System Evaluation.
TASK 8 - ULTIMATE SYSTEM ANALYSIS
Subtask 8.1 - Future System Improvements
The future system model developed as part of Subtask 6.3 will be used to size facilities to
connect all future customers identified in Task 3. Planning level cost estimates will be prepared
for the various system extension projects that would serve large customers or customer groups.
These cost estimates will be used to develop unit cost estimates in $/acre-foot of demand
served, which will be used to prioritize the projects and develop a preliminary phasing plan in 5-
year increments.
The findings of Subtask 8.1 will be described in a draft Chapter 7 (Future System Evaluation),
which will be submitted to City staff for review and comments. Comments on this report chapter
will be incorporated and included in the Draft RWMP that will be prepared as part of Subtask
10.2.
C:\Clients\Carlsbad\Recycled Water Master RarAScope of Work 13
Subtask 8.2 - CIP Development
A workshop will be held with City staff to review the preliminary results of Task 8.1, including the
pipeline expansion projects, preliminary phasing cost estimates. The workshop will be used to
discuss the findings and optimize the system by minimizing the overall system unit cost, while
addressing the operational issues identified in Task 7.
Once the build-out system is optimized, the system expansion projects will be prioritized and
phased in 5-year planning periods. The model will be enhanced with scenarios for planning
periods 2011-2015, 2016-2020, 2021-2025, 2026-2030, and 2031-2035. Each scenario will
represent the proposed system configuration with the appropriate demands, pipelines, and
distribution system facilities.
The findings of Subtask 8.2 will be described in a draft Chapter 8 (Capital Improvement
Program), which will be submitted to City staff for review and comments. Comments on this
report chapter will be incorporated and included in the Draft RWMP that will be prepared as part
of Subtask 10.2.
Task 8 Deliverables
*• Workshop Agenda and Summary.
*• Draft Chapter 8 - Future System Evaluation.
^ Draft Chapter 9 - Capital Improvement Program.
TASK 9-WATER RECLAMATION PHASE III FEASIBILITY STUDY
Subtask 9.1 - Identify Phase III Customers
Based on the efforts from Task 3, a summary of the most likely users that could be converted to
recycled water during Phase III will be prepared. A workshop will be held with the District to
review the list of demands from Task 3 that should be included in the Phase III project. Pertinent
criteria such as customer size, willingness, water quality needs, and location will be used in the
workshop. Based on the District's previous work, users that are likely to be evaluated for their
potential inclusion in a Phase III project are:
> Northwest Carlsbad - Power plant, Cannon Park, Car Country, Schools, Parks.
^ Northeast Carlsbad - Rancho Carlsbad Golf Course, Condominium/Apartment
Complexes.
C:\Clients\Cartsbad\Recycled Water Master PlarAScope of Work 14
*• Southeast Carlsbad - La Costa Heights, Vista Santa Fe, Alga Road, La Costa Avenue.
*• Southwest Carlsbad - Poinsettia Shores, Lakeshore Gardens and Ponto Beachfront
Village.
> Areas Adjacent to District Boundaries - Vista Industrial Park, Shadowridge Golf Course,
Ocean Hills Golf Course, South Buena Vista Park, San Elijo Hills.
Subtask 9.1 Deliverables
>• Workshop Agenda and Notes.
Subtask 9.2 - User Specific Water Quality and Treatment Needs
Based on the information collected in Task 3 and Subtask 9.1, our team will identify potential
industrial process users that could require additional treatment in order to use recycled water.
Our team will meet with these potential users to collect water quality requirements, potential on-
site treatment location options, and to identify any other specific constraints. Potential processes
that would be required to meet customer needs will be identified, and schematic process block
flow diagrams and conceptual site layouts will be prepared based on customer feedback.
Capital improvements and O&M costs will be estimated costs for each customer requiring
additional treatment. Working with the District, surcharge fees to cover the additional treatment
cost will be developed.
It is anticipated that up to 5 meetings will be required for this task. The first meeting will be to
meet with all the potential users at the District's office to discuss the overall Phase III project
and to solicit specific water quality requirements, site layouts, and other pertinent information.
Another meeting will be held at the District's office to discuss the evaluations and approach. Up
to three additional user meetings have been assumed in this scope and corresponding estimate;
the purpose of which is to meet with specific users on site in order to better assess their
processes, water quality needs, site layouts, or constraints.
Subtask 9.2 Deliverables
*• User site meeting agenda and summaries (for up to 5 meetings).
>• Draft Chapter 2 - Recycled Water Demands.
C:\Clients\Carlsbad\Rccycled Water Master Plan\Scope of Work 15
Subtask 9.3 - Phase 111 Supply Sources
Based on results from Task 4, supplies that could be implemented during Phase III will be
identified. Necessary process upgrades or expansions of existing plants will be identified for
Phase III as well as any new treatment facilities. These supplies will be discussed in the
workshop planned under Subtask 9.1.
Subtask 9.3 Deliverables
^ Workshop Agenda and Summary (per Subtask 9.1).
*• Draft Chapter 3 - Recycled Water Supplies.
Subtask 9.4 - Phase III Distribution System Improvements
Based on the selected demands (Subtasks 9.1 and 9.2) and supplies (Subtask 9.3), required
distribution facilities will be identified. These facilities will include necessary pipelines, pump
stations, storage, and user-end retrofits. The hydraulic model developed under Tasks 6 and 7
will be used to quantify the pipeline lengths and all facility sizes.
Subtask 9.4 Deliverables
> Hydraulic Model - Model updated to include Phase III facilities.
*• Phase III Distribution System Map.
Subtask 9.5 - Develop Phase III Projects
A list of potential projects and their capacity will be developed for the Phase III project.
Identification of project will include users, supplies, and necessary distribution system facilities.
As a minimum, the following projects shall be considered for implementation for Phase III:
> Carlsbad Water Recycling Facility Expansion.
> Lake Calavera.
> Calavera Creek Groundwater.
*• Groundwater Well at Rancho Carlsbad Golf Course.
^ Gafner Water Reclamation Plant.
> Meadowlark Water Reclamation Facility.
*• Local MBR Treatment Plants.
C:\Clients\Cartsbad\Recycled Water Master PlarrtScope of Work 16
*• Shadowridge Water Reclamation Plant.
Potential projects will be reviewed and confirmed with the District as part of a workshop before
Subtask 9.6 is initiated.
Subtask 9.5 Deliverables
>• Workshop Agenda and Summary (per Subtask 9.1).
*• Draft Chapter 4 - Potential Phase II! Projects.
Subtask 9.6 - Project Cost Estimates
Planning level cost estimates of probable construction and O&M costs for the various
components of each Phase III project will be developed. Existing information as provided by the
District will be used wherever available.
Subtask 9.6 Deliverables
*• Draft Chapter 5 - Project Cost Estimates.
Subtask 9.7 - Property Acquisition and ROW Requirements
In conjunction with City staff, property or right-of-way that will be required for the projects will be
identified. These will include properties outside of District holding and public right of ways. Any
potential difficulties expected in acquisition will be noted.
Subtask 9.7 Deliverables
*• Draft Chapter 6 - Property Acquisition and Right-of-Way Requirements.
Subtask 9.8 - CEQA, Regulatory, and Permitting Requirements
The proposed Phase III facilities and CEQA documentation for the District's previous recycled
water projects will be reviewed. A list of regulatory and permitting requirements for Phase III will
be developed, and any significant issues expected will be identified.
Subtask 9.8 Deliverables
^ Draft Chapter 7 - CEQA, Regulatory, and Permitting Requirements.
Subtask 9.9 - Grant and Loan Opportunities
A brief investigation of the San Diego County Water Authority, Metropolitan Water District of
Southern California, and State and Federal Loan programs will be conducted. A summary of all
C:\Clients\Carlsbad\Recycled Water Master Plan\Scope of Work 17
pertinent programs will be prepared and will include the requirements, current funding status,
and potential for funding of the Phase III projects.
Subtask 9.8 Deliverables
> Draft Chapter 8 - Grant and Loan Opportunities.
Subtask 9.10 - Phase III Implementation Plan
An implementation plan summarizing the necessary steps to move forward with the Phase III
projects will be developed. The plan will incorporate the findings of Subtasks 9.1 through 9.9
and include an assessment of the project design, construction, property/right-of-way acquisition,
CEQA documentation, and permitting needs. The plan will also outline the available grant
funding and loan opportunities.
The implementation plan will also include a detailed implementation schedule that identifies the
steps required to implement each project. A workshop will be held with the City staff prior to
work on the Draft Chapter in order to review and solicit input on the Implementation Plan.
Subtask 9.10 Deliverables
*• Workshop agenda and summary.
> Draft Chapter 9 - Implementation Plan.
TASK 10 - PREPARE DRAFT AND FINAL REPORTS
The findings of the analysis and discussions that were conducted as part of this project will be
documents into two separate clear and comprehensive reports, the Recycled Water Master Plan
Update and the Phase III Project Feasibility Study. Each report will be bound in a 3-ring binder
and include all necessary supporting information to use each report as a stand-alone document.
Subtask 10.1 - Report Outline
Our team will prepare a report outline for each report at the start of the project that outlines the
proposed report organization. These draft report outlines will be discussed at the kick-off
meeting and finalized early in the project to meet the District's expectations for the final
deliverables.
C:\Clients\Carlsbad\Recycled Water Master PlarAScope of Work 18
Subtask 10.2 - Draft Report
Draft Reports of the RWMP Update and Phase III FS will be prepared after incorporating the
District's comments on the TMs and draft report chapters delivered throughout the project Five
hard copies of the bound draft report will be submitted for review by City staff.
The capital improvement chapter will include a large system map with corresponding table that
lists all recommended projects along with the cost estimates, prioritization schedule, and
phasing in 5-year planning periods.
Subtask 10.3 - Final Report
Comments provided by City staff on the Draft Reports will be incorporated to prepare the final
reports of the RWMP Update and Phase III FS. Ten hard copies and five electronic copies of
the report shall be submitted on CD in pdf format. In addition, two electronic copies of all project
files will be submitted on CD in the native file formats. This CD will include the word files of both
reports, maps, GIS customer database, hydraulic model, model calibration data, and other
pertinent spreadsheets and data developed during the project.
Subtask 10 Deliverables
> Five hard copies of the Draft RWMP Update Report.
^ Five hard copies of the Draft Phase III Project FS Report.
>• Ten hard copies of the Final RWMP Update Report.
>• Ten hard copies of the Final Phase III Project FS Report.
*• Five electronic copies of the Final RWMP Update Report (on CD in pdf format).
*• Five electronic copies of the Final Phase III Project FS Report (on CD in pdf format).
*• Two electronic copies of all electronic project files in native format, including the report
chapters, GIS customer database, GIS project files, AutoCAD files, and hydraulic model.
C:\Clients\Cartebad\Recyded Water Master Plan\Scope of Work 19
ATTACHMENTS B/C
PROJECT SCHEDULE
&
PROJECT BUDGET
The Feasibility Study is scheduled to be completed by June 2010.
A detailed list of tasks, anticipated consultant labor hours, and a budget or fee estimate by task
(provided by Carlsbad Municipal Water District) is found on the next page.
Carlsbad Recycled Water Master Plan
Detailed Labor Hour Estimate
TAJKUtT
Tamk 1 - Preset Hanagnnxnt «nd Nkiftng*
Task 1.1 - Klck-Ofr M**ting
•Ik 1 .2 - Coordination Meelno*
t ik 1,3- Monthly SUtut Moofag*
is' 1.4 -Prc)4«tManag«rT!»nl
ask 2 - Oat* Collection ind fUviaw
*ik 2.1 • Rtvlavr R«pofti tnti R*cord»
ilk 2.2 • R«vtaw of Cuilomar Dat*
T*ik 2.3 • Abandoned Alien
Talk 2.4 - Summarize Known Syitam D»lW«rcci»i
Chapter 1 -Introduction
Crispt«r2 . Exatirtfl Syitam
T»*k 3 - fclarfcat *nd Danrtond AtMiimanl
T*tk 3.1 • 0«v»top a Poi«nti*l Cudomor L«;
Tatk 3.2 • EttimiM Potential L>«rtnra
Taik 3.3 - Pr»por« a Customs GtS Mip»
Tut 3.4 - Conduct OjitOTMT Survayi
Taik 3.5 • Prvpar* Oamand Projection*
Chaplir 3 - R*cyd*d Water Dem* id*
Taik 4 - R*cycl*d W.t»r Supply
Talk 4.1 . Identify Exfefog and Future Suppry Soure«
*»> 4.2 . Conduct Suppry Evaluation
napier 4 • R*cyct«d W»t« Suppltoi
a«k S - R*cycL*d Walar SUtxUrto
Taik 5.1 • RttfMW Standard*, Grdirnncai. ind R»QI
T •*» £.2 - inspection and MaM«nanoa f*«i;i>*m er.it
Ta»k 0 - R*eyef*d WaMr Mod.1
Tatk 6.1 - Mod*< D»v»to(>m«n( and Csibolkin
Taik 62- W«t»r Quifty CsUxstkxi
Taik G.3 • O«v«lopm«nt of BJ:« Out Modil
Chnpler 5 - Hydraulic Mortd
Task 7 - Exbtlnfl Synlarn Arutyal*
! »ii 7.1 - t>«v«iop Cvcluilon CriCarla (Vici TMj
Taik 7.2 - ExisfoQ Syttam Evakiation
Tat k 7.3 - t*i*!Pig Sytt»m tmprovamtnU
Chaptir 6 - Exitfing Sytiam EvaluaUon
Tatk t - Ultimata S/.uw Anaiysii
Ta» B.I - Futi/'c SysUrr [rnprovfm«nt*
Talk 8.2 • CIP O*v«lopmsnt
Chapter 7 • Future Sytt«m Evtluation
Crtapter B - Cjipttd lmprov«m«nt Program
Taik \ - Wartlify PruiM HI Cuih>m«n
Task 3 - Pha«a ir Supply sojrc«
Tuk 4 - Phau III Oittrlbutian System tmprovcmanti
Tsik S - D«v*lop Ph»i« til ProfKU
Taik 6 - Project Catt e«tin>jt*»
Task 8 ' CLQA and Penritung Requircmenti
Tmik 9 • Gr»;i'j ind Loam OpponunlOM
Tatk 10 - Prag'ect ImptemantaliDn Sch«duie
Tatk 0.1 -RaportOutftif
Talk 0.2 - Draft Raport
Taik 0.3 - Flntl Rtpon
Ta*k 0-Pr«a«r«R«|>orti
T»k 10.1 • Report Oulln*
Taik 10,2 • Drift FUport
Ta»k 6.4 - Hvdciuk Modal O»mTBf'« Minual (Ootwnall
Total* )nci.0^ton4lTio4k0^4)
LAaoRHOtJW . CAROLLO EN04NEERS
IISliiijiL.!i " i" § i ^
1 3 r 11 1 P 33 11 1 1 al» 1»1 44 21
1 24
4 B 12
1 14 21
S BO H4 f4 1* 4 4
t
t
it
* 10
24 2
2 14 42
1 4 M 114 21 441
t 32 B
0 32 B 4
t 00 •
It 4
2 18 41
1 22 M 4 1
4 M
4 40
2 14 42
1 1 24 4 4
4 2424 44
41 04 2
20 40
11 K
10
10 0 2
4 41 40 411
I 21 12
4 1 12
24 16 43
4 1 7* 00 0 4o to
4 0 M
24 42
30 42
40
J
4
1
*
2
t
4
1 1 tOO 14 40
1 60 16 24
40 1 IB
3 20
LABOR HOURS . CHIM HILL
llllillxil
1 I i 1 illf'l'ii Is
1 I ! 1 1 I !l ! 14 M 4 20
222
4 14 6
20 20
240
248
04
40
40
10
4
18 24 It
4 11 2 IB
14 32 4
IB 20 11
20 10
0 32
20 12 18 *
2
0 16 20 10 24 t
4 12 12 10 ifl *
34 !•* t« M 41 M H 40 44
T-U*,
150
14
31
74
144
104
10
I
11
14
12
94
114
4*
•
74
20
24
M
24
44
If
44
»
13
Ml
T4
10
Mn«
10
10
31
4*1M
41
44
11
11
43
4,
SI
so
•J
u
M
Ifln
204
121
70
....**
HOi
KEE*
Total Labor
4T,523
2.77S
4,110
14.111
14.M4
14,110
l.MO
1.1*0
l.MO
3.040
1,010
J,7«
11.MW
1.0*4
7.144
10.H4
1.M1
4,*"
4,040
f.040
4,m
1.1*1
5,442
1,7(1
34,112
11,7(0
4,140
S.W1
19.S44
1,440
2,040
4,104
7.&M
13.MB
1.010
4.PH
3,040
1*41
"M«
0.072
t ie,*io
1 10,214
0,*10
7.*47
t 10.04
Ml
t 21.041
11.MI
1 92,240
t 12,Mfi
t.*20
JOT^IT
MATE
ODC*
f J444
* 290
t 1,MS
I 1.622
t 3.140
S 1S7
t 110
t 454
t 73
< 221
S 110
t 1.450
$ 1.100
t V*i
* , V
TOUI FM by
90,704
3.0J1
5,401
15.950
24,304
14,02*
3,840
1.200
1.540
3,MO
1,000
3,721
)},#&
6.W4
7.344
10,624
3,332
4,410
11,170
4,040
8,040
4.2M
1.7*0
5.401
2.798
»,0tl
11.917
4.240
5.212
19,144
1.440
2.B40
4.100
7.04*
ii.»n
0.010
E.Ki
S.OM
I 8,040
10.S22
8.072
1 10.S10
f 10,100
f 0.410
7,620
I 10.100
M1
11.270
13.400
11.118
t 20,750
( 13.140
371^(47
i**,«»f|
COPY
Covering Period:
Project Title:
Recipient:
Partners:
Contact Person:
Date Submitted:
ATTACHMENT D
Quarterly Progress Report #1
January 1,200X to March 31,200X
Project Title
Name of Agency
Address
Co-applicants
Consultants
Name
Contact information
Date
Name, Title
Signed, Reviewed by designated representative
1. Project Objective:
Discuss overall project objective
2. Project Description / Background:
Describe the project and project background
3. Progress and Status:
List project progress and status by task, including work completed during the reporting
quarter and work anticipated to be conducted during the next quarter.
4. Percent Complete of Total Project:
Indicate total percent completion of project
5. Deliverables:
List deliverables, if any, for this reporting period. This may include any intermediate
reports that were completed during the reporting period
6. Expenditures:
Expenditures for work performed on the project to date are as follows:
Taskl -Task name
Task 2 -Task name
Task 3 -Task name
Task 4 -Task name
Task 5 - Task name
Task 6 - Task name
Task 9 - Final Report
Total
Previous
expenditures
$0
$0
$0
$0
$0
$0
$0
SO
This
Quarter
$0
$0
$0
$0
$0
$0
$0
so
Total to
; Date
$0
$0
$0
$0
$0
$0
$0
so
Total Budget
$0
$0
$0
$0
$0
$0
$0
$0
Remaining
Budget
$0
$0
$0
$0
$0
$0
$0
$0
7. Schedule Status:
Discuss project schedule status, including any delays that may have been encountered
8. Plans for Next Quarter:
Summarize the work plans for the next quarter
9. Attachments:
Discuss any attachments to the report
10. Miscellaneous Issues
Discuss any miscellaneous issues encountered during the quarter
All quarterly reports should be publicly disclosable and not contain confidential, proprietary or business
sensitive information.
5
«» 1*
lll|l§ls £ o t « 1 r•-Tic » S o,5I L. k.
1 O O
I!!.1
h
Budget SummaReimbursable£Agency Cost Shaa.
13 otal Invoiced toDate(1)urrent AmountInvoicedU
Prior AmountInvoicedTotal to DateCurrent AmounPrior AmountBudget PercentComplete2
AmountExpended forQuartermt. ExpendeiPrior to12/18/08<
a
Iu
1
'
'
yj
o
*"
g
OO
o
c
I
2
a.
'
•
1
O
*«
g
oo(N
[Task 2 - Data Collection & Review1
1
1
g
**g
I
(S
Task 3 - Market & DemandAssessment1
1
1
'
OO
oo"Task 4 - Recycled Water Study1
1
1
•
*•»
oo
00*Task 5 - Recycled Water Standards1
•
1
g
V*
oO
oC
Task 6 - Recycled Water Model*
1
•
•
oo
1
£3
00c
K
3
s
•
•
•
«
vt
o
a
CO
4J
5
00
1
1
•
1
«
goor-oo
M"Task 9 - Phase in StudyI
•
1
o
8
O
t*>
|
1
c
o
.*3
<A
*
OO
1i
[Subtotal£
I