HomeMy WebLinkAbout09-17-25 F&A Committee Packet1
OTAY WATER DISTRICT FINANCE AND ADMINISTRATION
COMMITTEE MEETING
and SPECIAL MEETING OF THE BOARD OF DIRECTORS
2554 SWEETWATER SPRINGS BOULEVARD
SPRING VALLEY, CALIFORNIA
BOARDROOM
WEDNESDAY SEPTEMBER 17, 2025
12:00 P.M.
This is a District Committee meeting. This meeting is being posted as a special meeting in order to comply with the Brown Act (Government Code Section §54954.2) in the event that a quorum of the Board is present. Items will be deliberated, however, no formal board actions will be taken at this meeting. The committee makes recommendations to the full board for its consideration and formal action.
AGENDA
1.ROLL CALL
2.PUBLIC PARTICIPATION – OPPORTUNITY FOR MEMBERS OF THE PUBLIC TOSPEAK TO THE BOARD ON ANY SUBJECT MATTER WITHIN THE BOARD’SJURISDICTION INCLUDING AN ITEM ON TODAY’S AGENDA
DISCUSSION ITEMS
3.AUTHORIZE THE GENERAL MANAGER TO CHANGE INSURANCE CARRIERAND ENTER INTO A THREE-YEAR AGREEMENT WITH NEW YORK LIFE IN-
SURANCE FOR THE DISTRICT’S LIFE, ACCIDENTAL DEATH AND DISMEM-
BERMENT, AND SHORT/LONG-TERM DISABILITY INSURANCE FROM JANU-ARY 1, 2026, THROUGH DECEMBER 31, 2028, IN AN APPROXIMATE AMOUNTOF $265,827 (BASED ON CURRENT CONSENSUS INFORMATION AND SUB-JECT TO CHANGE) (SUZIE LAWSON) [5 MINUTES]
4.FISCAL YEAR 2025 YEAR-END REPORT OF THE DISTRICT’S FISCAL YEAR2023-2026 STRATEGIC PLAN (MICHAEL KERR) [10 MINUTES]
5.HIGH SCHOOL INTERNSHIP PROGRAM UPDATE (ADOLFO SEGURA)
[5 MINUTES]
6.AUTHORIZE THE GENERAL MANAGER TO AWARD A CONTRACT TO MERINOLANDSCAPE, INC. TO COMPLETE PHASE II OF THE ADMINISTRATION BUILD-ING LANDSCAPE UPDATE IN AN AMOUNT NOT-TO-EXCEED $417,309
(KENT PAYNE) [5 MINUTES]
2
7.ANNUAL DIRECTORS’ EXPENSE REPORT FOR FISCAL YEAR 2025(MIRIAM PEREZ) [5 MINUTES]
8.ADJOURNMENT
BOARD MEMBERS ATTENDING:
Francisco Rivera, Chair Delfina Gonzalez
All items appearing on this agenda, whether or not expressly listed for action, may be de-
liberated and may be subject to action by the Board.
The agenda, and any attachments containing written information, are available at the Dis-trict’s website at www.otaywater.gov. Written changes to any items to be considered at the open meeting, or to any attachments, will be posted on the District’s website. Copies of the
agenda and attachments are also available by contacting the District Secretary at (619)
670-2253.
If you have any disability which would require accommodations to enable you to participate
in this meeting, please call the District Secretary at 670-2253 at least 24 hours prior to the
meeting.
Certification of Posting
I certify that on September 15, 2025, I posted a copy of the foregoing agenda near the regular meeting place of the Board of Directors of Otay Water District, said time being at least 24 hours in advance of the meeting of the Board of Directors (Government Code Section §54954.2).
Executed at Spring Valley, California on September 15, 2025.
/s/ Tita Ramos-Krogman, District Secretary
STAFF REPORT
TYPE MEETING: Regular Board MEETING DATE: October 1, 2025
SUBMITTED BY:
Suzie Lawson
Human Resources Manager
PROJECT: Various DIV. NO. ALL
APPROVED BY: Adolfo Segura, Chief of Administrative Services
Jose Martinez, General Manager
SUBJECT:
APPROVE THE CHANGE OF INSURANCE CARRIER TO NEW YORK LIFE
INSURANCE AND ENTER INTO A THREE-YEAR AGREEMENT FOR LIFE,
ACCIDENTAL DEATH & DISMEMBERMENT, AND SHORT/LONG-TERM DISABILITY
INSURANCE
GENERAL MANAGER’S RECOMMENDATION:
To authorize the General Manager to change insurance carrier and enter
into a three-year agreement with New York Life Insurance (NY Life) for
the District’s life, accidental death and dismemberment (AD&D), and
short/long-term disability insurance from January 1, 2026, through
December 31, 2028, in an approximate amount of $265,827 (based on current
consensus information and subject to change).
COMMITTEE ACTION:
See “Attachment A”.
PURPOSE:
To obtain Board approval to change insurance carrier to NY Life for the
District’s life, AD&D, and short/long-term disability insurance for a
three-year period from January 1, 2026, through December 31, 2028.
ANALYSIS:
The District reviews its insurance plans on a continuous basis to ensure
it is receiving the highest level of service with the most cost-effective
premiums. The District provides and pays for life, AD&D, and short/long-
term disability insurance for its employees. Voluntary life and AD&D
insurance is also provided; however, these pass-through costs are borne
by employees. In 2017, the District consolidated these benefits to one
1
AGENDA ITEM 3
(1) provider, Sun Life Financial (Sun Life), to obtain overall cost-
savings to the plans. In January 2025, a report was brought to the Board
at which time staff recommended renewing the agreement with Sun Life for
one (1) year, and, tasked Keenan & Associates (Keenan), the District’s
benefits broker, to conduct a market analysis in 2025 to obtain quotes
for a longer contract period. Keenan solicited quotes from our current
carrier, Sun Life, and three (3) other plan providers, resulting in the
final quotes below. Sun Life’s current rate is also included for
comparison.
Carrier Rate
Guarantee
Duration
Annual
Premium*
Sun Life 2025 Current Rate 1 year $95,467
Sun Life 2026 Renewal Rate (20.36% increase)
This rate was only offered with an enrollment
requirement for voluntary ancillary benefits
3 years $114,906
Sun Life 2026 Renewal Rate (9.4% increase)
Voluntary benefits were not required
2 years $104,437
Lincoln (3 years; 0.01% decrease)
This rate was only offered with an enrollment
requirement for voluntary ancillary benefits
3 years $95,462
Symetra (6.62% decrease)
This rate was only offered with an enrollment
requirement for voluntary ancillary benefits
3 years $89,150
NY Life (7.18% decrease)
Voluntary benefits were not required
3 years $88,609
*Based on current census information; subject to change. Rate guarantees within each
package ranged from 2 years to 3 years for various benefits. The annual premium does
not include the cost of voluntary supplemental life insurance for which costs are
borne by employees.
Sun Life’s two-year renewal rate represented a 9.4% increase from the
District’s current rates. Sun Life’s three-year renewal rate represented
a 20.36% increase from the District’s current rates and would require
that the District commit to a minimum of five (5) employees enrolling
in voluntary benefits at their expense (such as accident, critical
illness and hospital indemnity), a commitment that staff did not feel
was beneficial to the District due to the fact that if the minimum
enrollment amount was not reached, the rates would increase for the
District. The carrier options were narrowed down to Sun Life and NY Life
based on the following factors: annual premium rates, duration of rate
guarantees, minimum enrollment requirement for voluntary benefits,
Keenan’s recommendations based on current client feedback of service
quality, and staff’s personal experience with the service provider.
Keenan also advised the District that once an organization commits to a
minimum number of employees enrolling in voluntary benefits, it may be
2
difficult to remove that requirement in the future. The final two
carriers were again reviewed based on annual premium rates, duration of
rate guarantees, and whether there was a minimum enrollment requirement
for voluntary benefits, resulting in the final selection of NY Life.
Therefore, staff recommends changing insurance carriers from Sun Life
to NY Life for the District’s life, AD&D, and short/long-term disability
insurance for a three-year period from January 1, 2026, through December
31, 2028, providing the District with an approximate savings of $47,484
over the term of the contract (compared to the Sun Life 2-year renewal).
FISCAL IMPACT: Joe Beachem, Chief Financial Officer
The estimated cost of these benefits, based on the current census, is
approximately $88,609 per year through December 31, 2028. The census can
change based on salary levels and number of positions filled. The FY26
budget includes $96,000 for these benefits. In addition, these benefits
will be budgeted in future fiscal years according to the rate guarantee.
LEGAL IMPACT:
None.
ATTACHMENTS:
Attachment A – Committee Action Report
3
ATTACHMENT A
SUBJECT/PROJECT:
APPROVE THE CHANGE OF INSURANCE CARRIER TO NEW YORK LIFE
INSURANCE AND ENTER INTO A THREE-YEAR AGREEMENT FOR LIFE,
ACCIDENTAL DEATH & DISMEMBERMENT, AND SHORT/LONG-TERM
DISABILITY INSURANCE
COMMITTEE ACTION:
The Finance and Administration Committee reviewed this item at a meeting
held on September 17, 2025. The Committee supports presentation to the
full Board for their consideration.
NOTE:
The “Committee Action” is written in anticipation of the Committee moving
the item forward for Board approval. This report will be sent to the
Board as a Committee approved item or modified to reflect any discussion
or changes as directed from the Committee prior to presentation to the
full Board.
4
STAFF REPORT
TYPE MEETING: Regular Board MEETING DATE: October 1, 2025
PROJECT: Various DIV. NO. ALL
SUBMITTED BY: Michael Kerr, Information Technology Manager
APPROVED BY: Adolfo Segura, Chief, Administrative Services
Jose Martinez, General Manager
SUBJECT: FY25 YEAR-END REPORT OF THE DISTRICT’S FY23-26 STRATEGIC PLAN
GENERAL MANAGER’S RECOMMENDATION:
No recommendation. This is an informational item only.
COMMITTEE ACTION:
Please see “Attachment A”.
PURPOSE:
To provide a year-end report on the District’s FY23-26 Strategic Plan
for FY25.
ANALYSIS:
Summary
The current Otay Water District Strategic Plan is a four-year initiative
covering fiscal years 2023 through 2026. This report provides a year-end
update on the progress made during the third year of the plan.
Objectives – Target 90%
The Strategic Plan objectives are designed to ensure the District’s
execution of mission-driven strategies and the implementation of changes
necessary to guide the agency, address emerging challenges, and adapt to
changes. FY25 year-end results are at 94%, with 33 of 35 active items
completed or on schedule, and two (2) are on hold.
1
AGENDA ITEM 4
Objectives On Hold (2):
FINANCIAL
Strategy: Maintain a long-range financing plan that sets forth the long-
term funding needs of the District.
Objective: Evaluate banking functions for lower cost and process
efficiencies.
This objective remained on hold as staff prioritized multiple urgent
projects and couldn't identify an alternative method to retrieve the
necessary interchange data from the District’s online credit card
provider. With the upcoming launch of a new customer information
system (CIS), the District will also update its customer-facing bill
and payment portal. Staff plans to seek a new payment processor in
the third quarter of FY26, focusing on identifying potential cost
savings. These options are expected to be presented for management
review by the end of FY26.
FINANCIAL
Strategy: Maintain a long-range financing plan that sets forth the long-
term funding needs of the District.
Objective: Evaluate the District’s cash reserve policies to consider
optimal uses and levels of reserves, to ensure financial resiliency.
This objective remains on hold pending the completion of key financial
components of the ERP implementation. While the Financial module of
the ERP has been completed, staff determined it would be most effective
to begin the reserve policy review once all related financial functions
0
5
10
15
20
25
30
35
40
45 33
0 2 0
On Schedule/Completed Behind On Hold Not Started
33 of 35 Objectives are Completed or On Schedule (94%)
2
are fully implemented and operating as intended, which is expected to
resume in the first quarter of FY26.
Key Performance Indicators (KPIs) – Target 75%
KPIs are designed to track the District’s daily operations, evaluating
how effectively and efficiently essential services are managed. The
District’s overall KPI target of 75% is considered “on target.” In FY25,
the year-end results surpassed this goal, achieving 91%, with 30 out of
33 items meeting or exceeding the required threshold.
KPI’s Not on Target (3):
Billing Accuracy
Target: 99.8% billing accuracy per quarter and annually.
In the third quarter, 162,231 bills were issued, with 132,924 billed
accurately, resulting in an accuracy rate of 81.94%. Most errors
originated from e-bill customers not receiving the 2025 rate increase
notice, a problem that was resolved in February 2025. Accuracy improved
significantly in the fourth quarter, with 162,871 bills issued and only
seven errors, achieving a 99.99% accuracy rate. At year-end, billing
accuracy was 95.48%, with 621,487 correct bills out of 650,907 issued.
Planned Recycled Water Maintenance Ratio in $
Target: 70% of all labor costs spent on preventative maintenance per
quarter and annually.
In the third quarter, a main break occurred on Otay Lakes Road in
Chula Vista on 1/18/2025, and a 2-inch service saddle leak was reported
on Gigantic Street in San Diego on 2/20/2025. Both incidents required
extensive repairs. As a result, only 58% of labor costs were allocated
30 of 33 Key Performance Indicators are On Target (91%)
0510152025303540
30
3
On Target Not on Target
3
to preventative efforts, falling short of the quarterly target of 70%
and affecting the year-to-date goal. Repair work on the Otay Lakes
Road main break continued into the fourth quarter, and staffing
challenges further limited progress, with just 29% of labor costs
assigned to preventative maintenance. Year-end data show that 53% of
the total labor was spent on preventative activities, which is below
the target.
Mark-out Accuracy
Target: 100% mark-out accuracy per quarter and annually.
Survey staff completed 1,327 mark-outs in the third quarter and 1,324
in the fourth quarter. While no at-fault hits occurred in the second
half of the fiscal year, an incident in the first quarter prevented
staff from reaching the annual goal. The incident involved a 1-inch
water service line that was not properly identified and marked,
resulting in damage during a directional bore project. To help prevent
future occurrences, staff met with Calburton, the District’s utility
locator contractor, to reinforce accuracy standards.
KPIs are determined based on established AWWA performance benchmarks,
water agency standards, and historical data. Of the measures listed in
the Strategic Plan, ten (10) are reported annually, including:
• Water Rate Ranking
• Sewer Rate Ranking
• Water Debt Coverage
• Sewer Debt Coverage
• Reserve Level
• Accounts Per Full-Time Employee (FTE)
• Business Recovery Exercises
• Vulnerability Assessments
• Potable Tank Inspection and Cleaning
• Injury Incident Rate
One (1) measure is reported biennially to triennially:
• Customer Opinion Survey
Next Steps
Staff will continue to focus on the plan’s objectives, key performance
indicators, and emerging trends.
4
Committee Reports – Slideshow
The year-end results of the Strategic Plan are presented to the
Conservation, Public Relations, Legal, & Legislative Committee, and the
Finance & Administration Committee, explicitly focusing on the most
relevant information for each Committee (see “Attachment B”). The
Strategic Plan is also available on the District’s website.
FISCAL IMPACT: Joe Beachem, Chief Financial Officer
Informational item only; no fiscal impact.
STRATEGIC GOAL:
Strategic Plan and Performance Measure reporting is critical in providing
performance reporting to the Board and staff.
LEGAL IMPACT:
None.
ATTACHMENTS:
Attachment A – Committee Action Report
Attachment B – PowerPoint Presentation
5
ATTACHMENT A
SUBJECT/PROJECT: FY25 YEAR-END REPORT OF THE DISTRICT’S FY23-26 STRATEGIC
PLAN
COMMITTEE ACTION:
The Conservation, Public Relations, Legal, & Legislative Committee and
the Finance & Administration Committee reviewed this item at meetings
held on September 15 and 17, 2025, respectively. The Committee supports
presentation to the full Board for their consideration.
NOTE:
The “Committee Action” is written in anticipation of the Committee moving
the item forward for Board approval. This report will be sent to the
Board as a committee approved item or modified to reflect any discussion
or changes as directed by the committee prior to presentation to the full
Board.
6
OTAY WATER DISTRICT
STRATEGIC PLAN
FY2025 Year-End Report
2023
2026
ATTACHMENT B
BALANCED SCORECARD
2
Focuses on the financial
performance of the District
FINANCIAL
Focuses on the District’s culture
and development of staff to
ensure there is a productive and
skilled workforce in place
LEARNING AND
GROWTH
Focuses on customer service
levels, satisfaction, brand,
and confidence
CUSTOMER
Focuses on business processes
designed to deliver and improve
customer objectives and
services
INTERNAL
BUSINESS PROCESS
90%
Total 35
ON SCHEDULE/
COMPLETED BEHIND SCHEDULE ON HOLD
OBJECTIVES
TR
E
N
D
S
YEAR-END
FY 2025
33 Objectives
33/35 = 94%
Overall Target
94%
88%
93%95%94%
82%86%
98%100%
85%
94%
50%
60%
70%
80%
90%
100%
FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25
Year-End
Target
3
Active 35
Not Started 0
0 Objectives 2 Objectives
2/35 = 6%
Enhance and build public awareness of the
District’s priorities, initiatives, programs, and
services
Collect and analyze customer feedback on District
operations, projects, programs, service experience, and
expectations
Advance the District's web and social media presence
Enhance internal communications, tools, and technology to
disseminate information to District staff effectively
Enhance education, outreach, and communication tools to
the public on the understanding of water supply constraints
and rates and how they affect/support a reliable water supply
4
Completed On Schedule
DIRECTOR FRANK X. RIVERA
Division 1
CUSTOMER
Maintain a long-range financing plan that sets forth
the long-term funding needs of the District
Evaluate grant funding opportunities
Evaluate banking functions for lower cost and process
efficiencies
Evaluate the District’s cash reserve policies to consider optimal
uses and levels of reserves, to ensure financial resiliency
Conduct an evaluation of a health savings investment account
program for an optional post-employment benefit
Conduct a compensation study to evaluate labor industry
conditions and the District’s competitiveness
Invest in technology infrastructure to enhance
customer engagement and satisfaction
Deploy Advanced Metering Infrastructure (AMI) technology in
service areas to improve the District operations
Evaluate Interactive Voice Response (IVR)/Online customer
portal for water use management and assistance
5
Completed On Hold
TREVOR ENGLISH
Meter Maintenance Worker I
FINANCIAL
Staff conducting meter bench testing.
Leverage the use of renewable and clean energy
resources and reduce the use of hazardous chemicals
Evaluate and implement energy-efficient systems
Evaluate and implement alternative energy opportunities
Advance Clean Fleet Regulations District Implementation Program of
Zero or near Zero Emissions Vehicles
Reduce the District’s chemical footprint by substituting hazardous
chemicals for similar, less hazardous chemicals
Implement technologies to improve response time,
security, and operational effectiveness
Conversion of the District’s enterprise Geographic Information System
(GIS/Esri) from a Geometric Network to a Utility Network Model
Conduct needs assessment/replacement of District's financial
management system
Maintain and regularly evaluate internal financial controls
Leverage Cityworks to further develop job task process
standardization and work order cost modeling
6
Completed On Schedule
BETH GENTRY
Engineering Manager
INTERNAL BUSINESS PROCESS
Develop appropriate water resource mix to meet the water
reliability needs of the community
Use the Water Facilities Water Management Plan/Urban Water
Management Plan to analyze future needs and prescribe approaches to
meeting future requirements
Evaluate City of San Diego’s recycled water purchase
Develop the District’s long-term water supply strategies and planning
efforts with regional partnerships
Respond to anticipated water shortages through rate
structure modification, conservation assistance, and
outreach
Monitor and modify the Water Shortage Contingency Plan, as needed
Identify, evaluate, and implement new opportunities for recycled water,
including potential for potable reuse
7
Completed On Schedule
JULIANA LUENGAS
Environmental Compliance Specialist
INTERNAL BUSINESS PROCESS
Advancement of District's Asset Management Program
Formalization of Standard Operating Procedures (SOP) and Planned
Job Observations (PJO)
Develop long-term strategic operations and maintenance program
(Total Asset Management)
Collect and maintain accurate asset records, including criticality,
maintenance history, asset condition, and performance for
continuous improvement
Cloud migration of the District’s enterprise Geographic Information
System (GIS/Esri) and the associated Asset Management and Field
Applications
Cyber and Physical Security
Advance the use of the District's Supervisory Control and Data
Acquisition (SCADA) system to further enhance the security and
reliability of the distribution system and optimize administration
Evaluate new disaster recovery solutions and advance the District's
enterprise business continuity program
8
Completed On ScheduleJEFF GOIN
Sr. Disinfection Technician
INTERNAL BUSINESS PROCESS
Coordinate workforce planning activities to determine future needs, identify gaps, and implement actions to close the gaps
Maximize opportunities to develop employees through
training and mentoring
Evaluate the implementation of learning and development
programs in coordination with partner agencies
Analyze and identify workforce trends to address critical
gaps between the current workforce and future needs
Improve Organization Effectiveness
Negotiate successor Memorandum of Understanding
(MOU) with the employee association and unrepresented
employees to focus on recruitment and retention
Implement a cross-functional innovation committee to
advance the District’s culture of collaboration and process
improvement among departments
9
EDOARDO GONZALEZ
Reclamation Plant Operator III
With a SDCWA Intern
Completed On Schedule
LEARNING AND GROWTH
1
0
Leverage Cityworks to further develop
job task process standardization and
work order cost modeling.
Formalization of Standard Operating
Procedures (SOP) and Planned Job
Observations (PJO).
Evaluate grant funding opportunities.Monitor and modify the Water Shortage
Contingency Plan, as needed.
NOTABLE MILESTONES YEAR-END
FY 2025
KEY PERFORMANCE INDICATORS
TR
E
N
D
S
YEAR-END
FY 2025
Overall Target 75%
Total 34
Reported Quarterly 23
Reported Annually 10
83%
90%88%
95%
83%
90%90%88%88%88%91%
50%
60%
70%
80%
90%
100%
FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25
Year-End
Target
30 KPIs
30/33 = 91%
ON TARGET NOT ON TARGET
3 KPIs
3/33 = 9%
Reported Biennial to
Triennial 1
11
12
3.69
5.12
3.94 4.20 3.55 3.51
4.50 3.85
1.02 0.78 0.93
0
5
10
15
20
25
30
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
75th Percentile
Median
25th Percentile
TECHNICAL QUALITY COMPLAINT
(AWWA | Customer Relations)
TARGET
No more than 4.6 complaints per 1,000 customer accounts annually |
No more than 1.15 complaints per 1,000 customer accounts per quarter
CALCULATION
Number of technical quality complaints per year/Number of active accounts per reporting period
AWWA BENCHMARK
Average of 75th Percentile, 2.6, and Median, 6.6, for population served between 100,001 – 500,000
(Combined Utilities)
RYAN RENZ
Utility Worker II
13
98.33%
97.84%
98.12%98.00%
98.38%98.43%98.55%98.60%98.68%
98.54%98.41%
95%
96%
97%
98%
99%
100%
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
ANSWER RATE
TARGET
97% average answer rate per quarter and annually
CALCULATION
Number of calls answered/Total number of calls
100%
POTABLE WATER COMPLIANCE RATE
( AWWA | Water Operations)
TARGET
100% of all health-related drinking water standards per quarter and annually
CALCULATION
Number of days the primary health regulations are met/Number of days in the reporting
period
AWWA BENCHMARK
100% - 75th Percentile for population served between 100,001 – 500,000 (Water)
(FY 2015 - FY 2025)
$785.11
$912.56
$1,095.70
$1,165.82
$1,071.66
$996.29
$1,374.69
$869.97
$1,049.68
$1,101.51
$1,029.55
$500
$700
$900
$1,100
$1,300
$1,500
$1,700
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
14
DIRECT COST OF TREATMENT PER MGD
TARGET
No more than $1,464 per MGD spent on wastewater treatment annually |
No more than $1,255 MGD spent in Q1 & Q4 and $1,673 MGD spent in Q2 & Q3
CALCULATION
Total O&M costs directly attributable to sewer treatment/Total volume in MG for one
quarter
GABRIEL MENDEZ
Lead Reclamation Plant Operator
66%
75%
70%
72%
74%
77%
66%
72%
76%
72%72%
50%
55%
60%
65%
70%
75%
80%
85%
90%
95%
100%
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
15
PLANNED POTABLE WATER MAINTENANCE RATIO IN $
TARGET
70% of all labor costs spent on preventative maintenance per quarter and annually
CALCULATION
Total Planned Maintenance Cost/Total Maintenance Cost
2.5%
4%4.1%
3.3%
3.6%
3.8%3.9%4%
3.5%
3.3%3.4%
0%
1%
2%
3%
4%
5%
6%
7%
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
DISTRIBUTION SYSTEM LOSS
TARGET
Less than 5% of unaccounted water per quarter and annually
CALCULATION
(Total Potable Water Purchased + Total Recycled Water Purchased & Produced) –
(Total Measured Billed & Unbilled Water)/(Total Potable Water Purchased + Total
Recycled Water Purchased & Produced)
92%92%91%
82%84%
92%93%
90%92%92%
95%
25%
35%
45%
55%
65%
75%
85%
95%
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
66%
86%
91%
74%74%
70%
55%
74%
90%
93%
53%
25%
35%
45%
55%
65%
75%
85%
95%
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
PLANNED RECYCLED WATER MAINTENANCE RATIO IN $
TARGET
70% of all labor costs spent on preventative maintenance per quarter
and annually
CALCULATION
Total Planned Maintenance Cost/Total Maintenance Cost 16
PLANNED WASTEWATER MAINTENANCE RATIO IN $
TARGET
80% of all labor costs spent on preventative maintenance per quarter
and annually
CALCULATION
Total Planned Maintenance Cost/Total Maintenance Cost
TARGET
No more than 5% per quarter and annually
CALCULATION
Cost of Change Orders (not including allowances)/Original construction contract
amount (not including allowances)17
TARGET
95% of budget annually
(Q1: 15% + Q2: 21% + Q3: 29% + Q4: 30% = 95%)
CALCULATION
Actual Expenditures/Annual Budget
92.20%89.80%
109.10%
97.40%
104.80%
87.30%
111%
103%
94.40%
42%
114%
0%
20%
40%
60%
80%
100%
120%
140%
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
CIP PROJECT EXPENDITURES VS. BUDGET
1.9%1.8%
1.5%1.3%
3.1%
5.6%
4.4%
2.0%
0.5%
-0.4%0.2%
-1%
0%
1%
2%
3%
4%
5%
6%
7%
8%
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
CONSTRUCTION CHANGE ORDER INCIDENCE
8
7
5
6
3
5 5 5 5
4 4
0
2
4
6
8
10
12
14
16
18
20
22
24
26
28
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
10
12
11
3 3
5 5 5 5
9 9
0
2
4
6
8
10
12
14
16
18
20
22
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
SEWER RATE RANKINGWATER RATE RANKING
TARGET
Bottom 50th percentile for the 22 member agencies in San Diego
CALCULATION
Ranking for the average monthly water bill among CWA member agencies
TARGET
Bottom 50th percentile for the 28 sewer service providers in San Diego
CALCULATION
Ranking for the average monthly bill among sewer service providers in San Diego
County 18
19
168%
171%
200%
236%
165%
188%
272%
262%
219%
133%
189%
0%
50%
100%
150%
200%
250%
300%
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
1241%
371%
838%
603%
797%764%
0%
200%
400%
600%
800%
1000%
1200%
1400%
2020 2021 2022 2023 2024 2025
Year-End Result
Target
SEWER DEBT COVERAGE RATIOWATER DEBT COVERAGE RATIO
TARGET
150% excluding growth revenue annually
CALCULATION
Qualified net operating revenues/Debt service requirements
19
TARGET
150% excluding growth revenue annually
CALCULATION
Qualified net operating revenues/Debt service requirements
20
100%
78%
85%
100%100%100%
85%83%
100%
83%83%
0%
20%
40%
60%
80%
100%
120%
140%
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
RESERVE LEVEL
TARGET
83% annually
CALCULATION
Number of reserve funds that meet or exceed fund target levels/Total
number of reserve funds
20
99.81%99.97%99.99%99.98%99.94%99.99%99.99%99.99%99.99%99.87%
95.48%
80%
82%
84%
86%
88%
90%
92%
94%
96%
98%
100%
102%
104%
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
BILLING ACCURACY
TARGET
99.8% billing accuracy per quarter and annually
CALCULATION
Number of correct bills/Number of bills issued during the reporting
period
21
SEBASTIAN ROJAS
Utility Worker II
406
426
410 410 408
406
423
442
408406
412
409 408 407 406
399 398
395
375
380
385
390
395
400
405
410
415
420
425
430
435
440
445
450
2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
ACCOUNTS PER FULL-TIME EMPLOYEE (FTE)
TARGET
395 accounts per FTE annually
CALCULATION
Potable + Recycled + Sewer Accounts/Number of FTEs
22
TARGET
20% of District valves exercised annually to accomplish 100% every five years
(4,092 valves annually | 1,023 valves per quarter)
CALCULATION
Total number of valves exercised per year
3425
4549
3228
3405
3298
2969
4723
3132
4296 4361
5,115
2550
3050
3550
4050
4550
5050
5550
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
SYSTEM VALVE EXERCISING PROGRAM
CARLOS AYALA AND MARIO BALLEJOS
Utility Maintenance Staff
Staff conducting critical valve exercising.
23
TARGET
100% mark-out accuracy per quarter and annually
CALCULATION
Number of mark-outs performed without an at-fault hit, which is damage to a District
facility that results from a missing or erroneous mark-out/Total number of mark-outs
100%100%100%100%100%100%100%100%
99%
100%
99%
95%
96%
97%
98%
99%
100%
101%
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
MARK-OUT ACCURACY
1338
1226
1,657
100
600
1100
1600
2100
2023 2024 2025
Year-End Result
Target
New measure
in FY23
HYDRANT MAINTENANCEPROGRAM
TARGET
20% of District fire hydrants maintained annually to accomplish 100% every 5 years
(1,220 fire hydrants annually | 305 fire hydrants per quarter)
CALCULATION
Total number of fire hydrants maintained
TARGET
No more than 2.5 leaks per 100 miles of distribution piping annually |
No more than 0.625 leaks per 100 miles of distribution piping per quarter
CALCULATION
100 (Number of leaks)/Total miles of distribution piping
AWWA BENCHMARK
2.5 – 75th percentile for population served between 100,001-500,000 24
TARGET
No more than 3 breaks per 100 miles of distribution piping annually |
No more than 0.75 breaks per 100 miles of distribution piping per quarter
CALCULATION
100 (Number of breaks)/Total miles of distribution piping
AWWA BENCHMARK
3 – 75th percentile for population served between 100,001-500,000
0.13 0.55 0.82
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
2023 2024 2025
Year-End Result
Target
75th Percentile
Median
25th Percentile
POTABLE WATER DISTRIBUTION SYSTEM INTEGRITY (LEAKS)
(AWWA | Water Operations)
New measure
in FY23 0.41 0.42 0.26
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
2023 2024 2025
Year-End Result
Target
75th Percentile
Median
25th Percentile
New measure
in FY23
POTABLE WATER DISTRIBUTION SYSTEM INTEGRITY (BREAKS)
(AWWA | Water Operations)
TARGET
No more than 2.5 leaks per 100 miles of recycled distribution system annually |
No more than 0.625 leaks per 100 miles of recycled distribution system per quarter
CALCULATION
100 (Number of leaks)/Total miles of recycled distribution system
25
TARGET
No more than 3 breaks per 100 miles of recycled distribution system annually |
No more than 0.75 breaks per 100 miles of recycled distribution system per quarter
CALCULATION
100 (Number of breaks)/Total miles of recycled distribution system
0 0
0.98
0
0.5
1
1.5
2
2.5
3
3.5
4
4.5
5
2023 2024 2025
Year-End Result
Target
RECYCLED WATER SYSTEM INTEGRITY (LEAKS)
New measure
in FY23
0 0
0.98
0
0.5
1
1.5
2
2.5
3
3.5
4
4.5
5
2023 2024 2025
Year-End Result
Target
New measure
in FY23
RECYCLED WATER SYSTEM INTEGRITY (BREAKS)
26
TARGET
100% assigned easements, evaluated via desktop tools, and inspected annually
(100 easements are assigned for FY25 | 25 easements per quarter)
CALCULATION
Number of easements evaluated and inspected/Total easements assigned for the
period
129%
188%
111%
100%
106%
100%100%
50%
70%
90%
110%
130%
150%
170%
190%
2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
EASEMENT EVALUATION AND FIELD INSPECTION
TARGET
0 overflows per quarter and annually
CALCULATION
100 (Number of sewer overflows during the reporting period)/Total miles of pipe in the sewage
collection system
AWWA BENCHMARK
0 – 75th Percentile for population served between 0-50,000
0 0
1.14
0
1.14 1.14 1.14
2.27
1.14
0 00
1
2
3
4
5
6
7
8
9
10
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
75th Percentile
Median
25th Percentile
SEWER OVERFLOW RATE
(AWWA | Wastewater Operations)
100%100%100%
0%
100%
2023 2024 2025
Year-End Result
Target
New Measure in FY23
TARGET
100% of exercises completed annually (2 exercises scheduled for FY25)
CALCULATION
Total number of business recovery exercises completed annually
TARGET
100% of assessments completed annually (2 assessments scheduled for FY25)
CALCULATION
Total number of vulnerability assessments completed annually
100%100%100%
0%
100%
2023 2024 2025
Year-End Result
Target
New Measure in FY23
BUSINESS RECOVERY EXERCISES
27
VULNERABILITY ASSESSMENT
28
TARGET
8 potable water storage tanks and/or reservoirs cleaned annually
CALCULATION
Number of tanks cleaned and inspected annually
7
11
8 8 8
6
9
5
6
7
8
9
10
11
12
13
14
15
2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
POTABLE TANK INSPECTION AND CLEANING
4.40 4.40 4.40
2.90
2.10
5.10
4.10
3.30
4.10
0
2
4
6
8
10
12
2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
75th Percentile
Median
25th Percentile
(Began utilizing AWWA
Benchmark in 2023)
INJURY INCIDENT RATE
(AWWA | Organizational Development)
TARGET
No more than 4.1 injury incidents per 200,000 hours worked annually
(based on Department of Labor average for similar-size water agencies)
CALCULATION
(Number of recordable injuries/illnesses x 200,000 average hours worked)/ Total hours
employees worked
AWWA BENCHMARK
Average of 75th Percentile, 3, and Median, 5.3, for Combined Utilities
29
OPERATIONS STAFF
Training: HazMat Technician Training (November 2024)TARGET
24 hours per field employee annually | 6 hours per employee per quarter
CALCULATION
Total qualified safety training hours for field employees/Average number of field
employees
43.11
36.80
30.83 33.38 34.04
79.04
28.40
55.77
42.26
48.61 46.18
0
10
20
30
40
50
60
70
80
90
100
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
SAFETY TRAINING PROGRAM
30
TARGET
15.6 hours per employee annually | 3.9 hours per employee per quarter
CALCULATION
Total qualified training hours for all employees/Average number of FTEs
AWWA BENCHMARK
15.6 – Median for combined utilities
17.53
23.02 22.89
18.11
26.85
59.90
16.49
24.53 24.91
26.64
37.90
10
20
30
40
50
60
70
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
75th Percentile
Median
25th Percentile
(Began utilizing AWWA
Benchmark in 2023)
TRAINING HOURS PER EMPLOYEE
(AWWA | Organizational Development)
TARGET
Less than 5% turnover annually | Less than 1.25% turnover per quarter
CALCULATION
Number of voluntary terminations (not including retirements)/Average number of
employees
3.15%
0%
0.75%
1.50%
3.63%
2.19%2.16%
7.97%
6.43%
8.81%
3.55%
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Year-End Result
Target
EMPLOYEE VOLUNTARY TURNOVER RATE
RESOURCE LINKS
Otay Water District Website | Strategic Plan
FY23 - FY26 Strategic Plan Digital Publication
QUESTIONS?
STAFF REPORT
TYPE MEETING: Regular Board MEETING DATE: October 1, 2025
PROJECT: Various DIV. NO. ALL
SUBMITTED BY: Adolfo Segura
Chief, Administrative Services
APPROVED BY: Jose Martinez, General Manager
SUBJECT: HIGH SCHOOL INTERNSHIP PROGRAM UPDATE
GENERAL MANAGER'S RECOMMENDATION:
No recommendation. This is an informational item only.
COMMITTEE ACTION:
Please see "Attachment A".
PURPOSE:
To provide an update on the progress of the Otay Water District’s
(District) High School Internship (Intern) Program.
ANALYSIS:
Commencing in January 2024, District staff reached out to the Sweetwater
Union High School District (SUHSD) Board to discuss the development of a
high school intern program that introduces students to careers in the
water industry. The idea to develop an intern program was very well
received, and subsequent working meetings followed to create the program
concept.
During the Fall of 2024, a formal meeting was held with SUHSD staff,
including SUHSD Board President Nicholas Segura, District Board President
Jose Lopez, Sweetwater Authority Assistant General Manager Roberto Yano,
District General Manager Jose Martinez, and related support staff.
District staff discussed the numerous opportunities in the water industry
and the proposed intern program concept to include activities such as
workplace and facility tours, meetings with department work groups,
mentorship, development of real-world projects and lessons learned to be
AGENDA ITEM 5
2
presented to agency stakeholders, and interaction with school staff to
develop a curriculum for an education path towards water careers. SUHSD
staff provided information about the development of their science,
technology, engineering, and mathematics (STEM) program, as well as the
synergy that could be achieved to advance the future intern program. The
three agencies expressed full support for the intern program, and staff
would continue to work on the program framework, schedule, memorandum of
understanding (MOU), budget ($15,000), and formal adoption by the
respective boards.
During SUHSD’s June 2025 board meeting, the board approved the jointly
developed MOU to provide high school students with industry-specific
opportunities and career-focused curriculum for the 2025-2026 school
year. The intern program documents, along with the recently approved
MOU, has been sent to Sweetwater Authority for review and potential
adoption. Due to the timing of the MOU adoption, we were unable to launch
the program during the summer; however, the student 2025 winter break
is targeted as the starting period.
Next Steps
District staff will work with SUHSD staff to market the intern program
to students.
FISCAL IMPACT: Joe Beachem, Chief Financial Officer
As this is an informational item, there is no fiscal impact.
STRATEGIC GOAL:
This program aligns with the strategic objective of learning and growth
by fostering a workforce culture of development and innovation.
LEGAL IMPACT:
None.
ATTACHMENTS:
Attachment A – Committee Action Report
Attachment B – District/Sweetwater Authority/SUHSD Intern Program Flyer
Attachment C – District/Sweetwater/SUHSD Intern Program Schedule
Attachment D – District/SUHSD 2025 MOU/Final Intern Program
3
ATTACHMENT A
SUBJECT/PROJECT: HIGH SCHOOL INTERNSHIP PROGRAM UPDATE
COMMITTEE ACTION:
This item was presented to the Finance and Administration Committee at a
meeting held on September 17, 2025. The Committee supports presentation
to the full Board.
NOTE:
The “Committee Action” is written in anticipation of the Committee moving
the item forward for Board approval. This report will be sent to the
Board as a committee approved item or modified to reflect any discussion
or changes as directed by the committee prior to presentation to the full
Board.
Submit a resume and cover letter expressing your interest and any related coursework
and experience to human resources at Otay Water District (hr@otaywater.gov) orSweetwater Authority (hr@sweetwater.org)
Selected applicants will be asked to provide proof of right to work
For more information, visit otaywater.gov/HSinternship
Junior and senior students in the Sweetwater Union High School District
Available up to 15 hours per week for four weeks (during June-July)
In good academic standing
Basic computer skills
Good verbal and written communication skills
PATH TO WATER WORKSPATH TO WATER WORKS
PROGRAM BENEFITS:
Paid internship (earn minimum wage per hour)
Career exploration — gain valuable insight and a comprehensive understanding of the
roles and activities of real-world water industry professionals
Alternate work activities at the Otay Water District’s or Sweetwater Authority‘s fieldsites, water facilities, and administrative offices
Project learning in HR, IT, customer service, public relations, engineering, utility
maintenance, water systems, and other departments
WHO CAN APPLY:
HOW TO APPLY:
ATTACHMENT B
1
PATH TO WATER WORKS
High School Internship Schedule
ABOUT THE PROGRAM
The Otay Water District’s summer internship is a 60-hour, structured career explora�on program for junior and senior high school
students. Held at the Otay Water District’s headquarters, the program runs 15 hours per week over four weeks. Par�cipants will gain
insight into various areas of the water sector, including administra�on, engineering, finance, and field opera�on services. It also
features field tours, interac�ons with staff, presenta�ons, mentoring, light assignments, and valuable informa�on to help students
explore and pursue careers in the water industry.
ABOUT THE OTAY WATER DISTRICT
The Otay Water District is a public agency providing water, recycled water, and sewer service to more than 238,000 customers within
approximately 125 square miles of southeastern San Diego County, including the communi�es of eastern Chula Vista, Bonita, Jamul,
Spring Valley, Rancho San Diego, unincorporated areas of El Cajon and La Mesa, and eastern Otay Mesa along the interna�onal
border with Mexico. For more informa�on on the Otay Water District, visit otaywater.gov.
ABOUT THE WATER UTILITY INDUSTRY
The water industry is a significant economic sector, with an es�mated market size of $100 billion in the U.S. and $500 billion
worldwide. It supports a wide range of job fields, from engineering and construc�on to administra�ve services. Salaries for water
professionals in San Diego County range from $65,000 to $175,000.
FOLLOW @OTAYWATER ON SOCIAL MEDIA FOR THE LATEST ON WATER CAREERS —
ATTACHMENT C
2
ORIENTATION
(1 Hour)
•Students will join their fellow interns and District staff in a group se�ng for a welcome and introduc�on to the agency. The
group will receive an overview of the Otay Water District and the water u�lity industry.
•Interns will introduce themselves, share an interest or fact about themselves, and share what their educa�on/career goals are
a�er high school or what they hope to learn during the internship program.
•Each intern will receive a temporary badge to access the District facili�es while supervised.
•Interns will receive informa�on on post-high school educa�on resources from the Cuyamaca and Southwestern colleges.
INTERNSHIP SCHEDULE
•The Otay Water District consists of five departments, including Administra�ve Services, Engineering, Finance, and
Opera�ons, each overseen by a chief, and the General Manager’s Office, overseen by the District’s general manager. Each
department consists of various sec�ons, which are overseen by managers. Before mee�ng with the individual sec�ons,
interns will first meet with the department’s chief and managers for an introduc�on. Interns will also have the opportunity to
meet with the general manager during their visit to the General Manager's Office (department).
•All interns will have the opportunity to meet with a diverse range of experts in the water industry, gaining knowledge of how
the key responsibili�es of each job role (as listed star�ng on page 5) are implemented at the District. Depending on the
sec�on, interns may be given assignments, exercises, ques�on-and-answer sessions, and tours of the District’s facili�es. Each
department/sec�on will provide informa�on on the educa�on or training required for pursuing a career in the respec�ve job
field.
•A�er mee�ng with all departments, interns will meet with management staff to reflect on the internship experience, provide
feedback on the program, and for a further discussion on career opportuni�es in water.
•An awards ceremony will be held to recognize each student with a cer�ficate of comple�on.
3
WEEK 1 – DAY 1
PERIOD DEPARTMENT – SECTION KEY RESPONSIBILITIES PAGE
Monday, 1 Hour Department Introduc�on – Opera�ons
Monday, 2 Hours Opera�ons Department – U�lity Maintenance 5
Monday, 2 Hours Opera�ons Department – Fleet Maintenance 6
WEEK 1 – DAY 2
PERIOD DEPARTMENT – SECTION KEY RESPONSIBILITIES PAGE
Tuesday, 2 Hours Opera�ons Department –
Supervisory Control & Data Acquisi�on (SCADA) and Pump Electric
6-7
Tuesday, 2 Hours Opera�ons Department – Pump Mechanic 7
Tuesday, 2 Hours Opera�ons Department – Electrician 7-8
WEEK 1 – DAY 3
PERIOD DEPARTMENT – SECTION KEY RESPONSIBILITIES PAGE
Wednesday, 1 Hour Opera�ons Department – Water Reclama�on 8
Wednesday, 1 Hour Opera�ons Department – Laboratory Analyst Services 8-9
Wednesday, 1 Hour Opera�ons Department – Water System Opera�ons 9
Wednesday, 1 Hour Opera�ons Department – Water Disinfec�on Services 10
WEEK 2 – DAY 1
PERIOD DEPARTMENT – SECTION KEY RESPONSIBILITIES PAGE
Monday, 1 Hour Department Introduc�on – Administra�ve Services
Monday, 2 Hours Administra�ve Services – Human Resources 10
Monday, 2 Hours Administra�ve Services – Informa�on Technology 10-11
Monday, 2 Hours Administra�ve Services – Geographic Informa�on Systems 11
4
WEEK 2 – DAY 2
PERIOD DEPARTMENT – SECTION KEY RESPONSIBILITIES PAGE
Tuesday, 2 Hours Administra�ve Services – Purchasing and Facili�es 11-12
Tuesday, 2 Hours Administra�ve Services – Safety and Security 12
WEEK 2 – DAY 3
PERIOD DEPARTMENT – SECTION KEY RESPONSIBILITIES PAGE
Wednesday, 1 Hour Department Introduc�on – General Manager’s Office
Wednesday, 2 Hours Administra�ve Services – Communica�ons 12-13
Wednesday, 1 Hour Administra�ve Services – District Secretary 13
WEEK 3 – DAY 1
PERIOD DEPARTMENT – SECTION KEY RESPONSIBILITIES PAGE
Monday, 1 Hour Department Introduc�on – Engineering
Monday, 2 Hours Engineering Department – Water Resources Planning 13
Monday, 2 Hours Engineering Department – Design 13-14
WEEK 3 – DAY 2
PERIOD DEPARTMENT – SECTION KEY RESPONSIBILITIES PAGE
Tuesday, 2 Hours Engineering Department – Environmental Services 14
Tuesday, 2 Hours Engineering Department – Public Services 15
WEEK 3 – DAY 3
PERIOD DEPARTMENT – SECTION KEY RESPONSIBILITIES PAGE
Wednesday, 2 Hours Engineering Department – Surveying Services 15
Wednesday, 2 Hours Engineering Department – Construc�on Inspec�on 16
Wednesday, 2 Hours Engineering Department – Recycled Water Services 16
5
WEEK 4 – DAY 1
PERIOD DEPARTMENT – SECTION KEY RESPONSIBILITIES PAGE
Monday, 1 Hour Department Introduc�on – Finance
Monday, 3 Hours Finance Department – Customer Service Administra�ve 17
Monday, 1 Hour Finance Department – Customer Service Field 17
WEEK 4 – DAY 2
PERIOD DEPARTMENT – SECTION KEY RESPONSIBILITIES PAGE
Tuesday, 3 Hours Finance Department – Customer Service Field (Con�nued) 17
Tuesday, 2 Hours Finance Department – Budget and Accoun�ng 18
WEEK 4 – DAY 3
PERIOD DEPARTMENT – SECTION KEY RESPONSIBILITIES PAGE
Wednesday, 5 Hours Finance Department – Budget and Accoun�ng (Con�nued) 18
KEY RESPONSIBILITIES
Opera�ons Department – U�li�es Maintenance
1. Operate dump trucks, tractors, skid-steers, rubber �re backhoes, loaders, man li�s, track excavators, and other equipment of
comparable size and complexity.
2. Operate cement mixers, compressors, compactors, jackhammers, concrete saws, drills, and other similar equipment.
3. Load trucks, excavate, and backfill trenches, grade, and maintain easements using a variety of motorized construc�on and
maintenance equipment.
4. Construct, maintain, and repair pump sta�ons, reservoirs, li� sta�ons, and other facili�es.
5. Install, repair, and maintain water, wastewater, and reclama�on facili�es.
6. Read sketches, blueprints, and survey stake markers for grading and trenching.
7. Maintain documenta�on logs of the cleaning and inspec�on of the wastewater collec�on system to comply with regula�ons.
8. Ensures that equipment is in opera�ng condi�on.
9. Operate motorized equipment with skill and safety. Make minor repairs, lubricate, and/or add fuel as necessary.
6
Opera�ons Department – Fleet Maintenance
1.Inspect, diagnose, and repair mechanical defects or malfunc�ons in gasoline and diesel-powered vehicles, such as automobiles,
trucks, trailers, backhoes, cranes, bulldozers, sta�onary engines, and other equipment.
2.Operate automo�ve test equipment, such as compression gauges, for gas and diesel electrical testers, scan tools, micrometers,
and other tes�ng equipment.
3.Trouble-shoot, rebuild, replace, or adjust components related to vehicles and equipment.
4.Replace or repair faulty motor vehicle parts, including wheel bearings, clutches, oil seals, shock absorbers, exhaust systems,
steering mechanisms, and related parts and equipment.
5.Perform preven�ve maintenance and repair work on all vehicles and equipment.
6.Perform minor and major tune-ups of engines.
7.Repair, adjust, and replace brake systems including wheel cylinders, master cylinders, disc pads, machine drums, rotors,
hydraulic, and air brakes.
8.Replace components such as distributors, relays, lights, and switches.
9.Drives fuel trucks and operates fuel equipment when necessary.
10.Maintains shop equipment and shop area.
Opera�ons Department – Supervisory Control & Data Acquisi�on (SCADA) and Pump Electric
1.Program, maintain, and upgrade central SCADA so�ware and related technology.
2.Perform design and so�ware programming of the SCADA system.
3.Determine communica�on protocols and provide network and telecom support for SCADA equipment.
4.Review and develop process control logic and instrumenta�on diagrams.
5.Research and evaluate new opera�onal methods, techniques, and equipment.
6.Document changes to programming and process control.
7.Test, troubleshoot, calibrate, program, design, configure, and perform preven�ve maintenance on a variety of complex
electrical and electronic instruments and devices, such as programmable logic controllers, including propor�onal Integral
Deriva�ve Controller (PID), so� starter motor controls and variable frequency drives.
8.Install, maintain, troubleshoot, repair, and calibrate a wide variety of electronic recording and indica�ng instruments, such as
differen�al pressure flow meters, sonic flow meters, pressure and temperature recorders, signal conversion modules, level-
sensing devices, and valve actuator controllers.
7
9.Install interior and exterior wiring for equipment and specialized circuitry for SCADA equipment.
10.Install, configure, and troubleshoot SCADA communica�ons equipment and provide network telecom support for SCADA
equipment.
11.Operate all electrical and electronic test equipment, including meggers, ammeters, voltmeters, mul�-meters, oscilloscopes,
calibrators, and signal generators.
Opera�ons Department – Pump Mechanic
1.Inspect, diagnose, and perform major and minor repair work on motors, pumps, hydraulic equipment, compressors, controls,
valves, and related equipment.
2.Fabricate mechanical parts as needed for correc�ve, preven�ve, and predic�ve maintenance repair.
3.Monitor the opera�on of sta�on pumping equipment to ensure proper opera�on, including performing preven�ve
maintenance per the manufacturer’s recommenda�ons.
4.Maintain records of all preven�ve and correc�ve maintenance performed as it relates to pumps and valves u�lizing a work
order system.
5.Perform overhaul and repair work on a wastewater treatment plant, li� sta�ons, recycled and potable pump sta�ons,
sewage/waste grinders, and other related plant equipment.
6.Research, catalog, and source materials and parts required for repairs.
7.Transport electrical motors, power panels, and pumps.
8.Dismantle, repair, and replace pump and valve parts.
9.Repair light pump sta�on plumbing consis�ng of plas�c or copper tubing and steel pipes.
Opera�ons Department – Electrician
1.Construct, install, maintain, test, repair, and enhance electrical systems and components, including, switches, motors, controls,
power output frequency regulators, solenoids, voltage controls, high and low cutout alarms, relays, transformers, Motor
Control Centers (MCC), and Automa�c Transfer Switches (ATS).
2.Construct, install, maintain, and repair control circuits, pressure switches, floats, underground cables, circuit breakers, medium
and low voltage switches, capacitors, conductors, insulators, hea�ng, ven�la�ng, and air condi�oning equipment, chlorina�on
controls and equipment and various ligh�ng fixtures, and other electrical apparatus.
3.Inspect, test, and diagnose issues with electrical systems and components.
8
4.Troubleshoot problems and make �mely repairs.
5.Pinpoint problems using a variety of tes�ng devices.
6.Perform preventa�ve maintenance on electrical systems and components.
7.Read and interpret electrical plans, specifica�ons, blueprints, and sketches.
8.Es�mate labor and materials for minor electrical installa�ons and repairs.
9.Operate and maintain electrical instruments and tools.
Opera�ons Department – Water Reclama�on
1.Control treatment processes through adjustments to equipment and correc�on to biochemical balance.
2.Conduct treatment process control sampling and tes�ng.
3.Inspect wastewater treatment and reclama�on equipment according to established procedures.
4.Administer proper quan��es of chemical solu�ons.
5.Reads and records meters and gauges, interpre�ng informa�on according to opera�ng characteris�cs.
6.Regulate and adjust equipment to conform to process requirements.
7.Assists Collec�on System Maintenance Team with customer calls, and sanitary sewer overflow response and confined space
entry procedures.
8.Iden�fies and troubleshoots equipment malfunc�ons.
9.Record per�nent informa�on in a computer database.
10.Review laboratory analysis reports.
11.Oils, lubricates, and/or cleans and maintains equipment according to schedules or as required.
12.Flushes pumps and washes down tanks, sedimenta�on basins, and similar facili�es.
Opera�ons Department – Laboratory Analyst Services
1.Par�cipate in planning, implemen�ng, coordina�ng, and documen�ng the laboratory ac�vi�es and programs of the sec�on.
2.Coordinate and par�cipate in performing physical, chemical, and bacteriological tests on potable water, raw water, and
wastewater.
3.Coordinate sampling, sample pick-up, and Chain of Custody forms for samples sent to contract laboratories.
4.Instruct and train personnel on various laboratory techniques and equipment.
9
5.Performs func�ons defined in the Environmental Laboratory Accredita�on Program (ELAP) as Quality Manager and/or
Technical Manager on a rota�ng basis. Du�es will include ensuring the accuracy and quality of all data reported to the
California Division of Drinking Water and Regional Water Quality Control Board; ensuring that established policies, procedures,
and safety prac�ces are observed. This includes ensuring that laboratory analyses and quality assurance meet ELAP
requirements.
6.Create work orders/requests and track work in the Laboratory.
7.Compile records and prepare regulatory and informa�onal reports on laboratory tests and quality assurance.
8.Assist with the resolu�on of technical and complex issues.
9.Collect potable and recycled water samples from specified loca�ons in the distribu�on systems and the Water Reclama�on
Facility.
Opera�ons Department – Water System Opera�ons
1.Operate and monitor the District's potable and recycled water distribu�on systems by monitoring and adjus�ng flows from
reservoirs, tanks, and suppliers.
2.Operate the water disinfec�on systems.
3.Read and record reservoir levels, water supply connec�ons, and consumer usage. Check and monitor system pressures, water
flow meters, disinfectant usage, engine hours, fuel consump�on, and electrical demands. Check oil levels and bearing glands.
Ensures that customers receive adequate water in volume, pressure, and quality.
4.Monitor the en�re system using SCADA and visual checks.
5.Inspect pressure sta�ons.
6.Respond to and inves�gate customer water complaints such as water the�, and leak detec�on.
7.Per authoriza�on and safety procedures, enter confined spaces using gas detectors, blowers, harnesses, and tripods.
8.Flush por�ons of the system to maintain water quality and take source samples.
9.Perform emergency shutdowns, reload lines, and set up high lines. Set up traffic control, signs, cones, and barriers to control
traffic.
10.Perform system shutdowns for �e-ins and new development.
11.Exercise valves for planned shutdowns or as needed.
12.Start, monitor, and regulate pumping facili�es, disinfec�on, and other facili�es.
10
Opera�ons Department – Water Disinfec�on Services
1.Repair and maintain chlorine gas, ammonia, and sodium hypochlorite systems in the District.
2.Implement new designs and technology necessary to improve the District's disinfec�on system.
3.Wire new and altered equipment, chlorina�on controls, analyzer controls, and alarms.
4.Program microprocessors and operate the following electrical and electronic test equipment: ammeters, voltmeters, mul�-
meters, calibrators, and signal generators.
5.Perform preven�ve maintenance and diagnose equipment failures.
6.Purchase equipment and parts necessary for proper maintenance and opera�on of disinfec�on systems.
7.Review purchase requisi�ons, work orders, and work requests.
8.Assist the supervisor with preparing staff reports and other periodic reports.
9.Assign tasks in the field as needed to ensure work is completed safely.
10.Set project priori�es and review completed work as needed to ensure work is completed on �me and to standards.
Administra�ve Services – Human Resources (HR)
1.Recruitment and Selection: Iden�fy and atract the right talent for the organiza�on. This includes job pos�ngs, interviewing, and
selec�ng candidates.
2.Performance Management: Develop and implement performance appraisal systems to evaluate and improve employee
performance.
3.Learning and Development: Provide training and development opportuni�es to enhance employees’ skills and career growth.
4.Succession Planning: Prepare for future leadership and cri�cal role vacancies by iden�fying and developing internal talent.
5.Compensation and Benefits: Design and manage employee compensa�on structures and benefits packages to ensure
compe��veness and fairness.
6.Human Resource Information Systems (HRIS): U�lize technology to manage HR processes and data efficiently.
Administra�ve Services – Informa�on Technology (IT)
1.Hardware and Software: It is crucial to understand the components of computer systems, including both hardware (physical
devices) and so�ware (applica�ons and opera�ng systems).
2.Mobile & Drone Device Technology: Knowledge and support of hardware ranging from mobile phones to laptops and drones.
11
3.Networking: Knowledge of network architecture, protocols, and administra�on to ensure efficient and secure communica�on
between devices.
4.Cybersecurity: Implement measures to protect systems and data from cyber threats, including firewalls, an�virus so�ware, and
encryp�on.
5.Database Management: Manage databases to store, retrieve, and analyze data efficiently.
6.Cloud Computing: U�lize cloud services for data storage, management, and processing which is increasingly important in
modern IT environments.
7.Technical Support: Provide support and troubleshoo�ng for hardware and so�ware issues to ensure smooth opera�on of IT
systems.
8.IT Project Management: Plan, execute, and oversee IT projects to ensure they meet organiza�onal goals and deadlines.
Administra�ve Services – Geographic Informa�on Systems (GIS)
1.Geospatial Data Management: Understand how to collect, store, and manage spa�al data, including knowledge of different
data formats and databases.
2.Cartography and Visualization: Create maps and visual representa�ons of data to communicate spa�al informa�on effec�vely.
3.Spatial Analysis: Use GIS tools to analyze spa�al rela�onships and paterns, including tasks like overlay analysis, buffer analysis,
and spa�al sta�s�cs.
4.GIS Software Proficiency: Mastery of GIS so�ware such as ArcGIS, QGIS, and other tools for mapping and spa�al analysis.
5.Remote Sensing: U�lize satellite or aerial imagery to gather informa�on about the Earth’s surface.
6.Programming, Automation, and Development: Write and maintain code for so�ware applica�ons, o�en using languages like
Python, Java, or C++.
7.Data Integration: Combine GIS data with other types of data (e.g., demographic, environmental) to provide comprehensive
analysis.
8.Project Management: Plan and manage GIS projects, including defining objec�ves, �melines, and resources.
Administra�ve Services – Purchasing and Facili�es
1.Sourcing Suppliers: Find and evaluate suppliers to ensure they can provide the necessary goods or services at the best quality
and price.
2.Negotiating Contracts: Discuss terms and prices with suppliers to secure favorable deals for the organiza�on.
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3.Managing Orders: Place orders for goods and services, ensuring they are delivered on �me and meet the required standards.
4.Cost Management: Keep track of spending and find ways to reduce costs without compromising quality.
5.Inventory Control: Monitor stock levels to ensure enough supplies to meet the organiza�on’s needs without overstocking.
6.Supplier Relationships: Build and maintain good supplier rela�onships to ensure reliable and long-term partnerships.
7.Compliance: Ensure all purchasing ac�vi�es comply with legal and ethical standards.
Administra�ve Services – Safety and Security
1.Hazard Identification: Recognize poten�al hazards in the workplace, such as chemical, physical, biological, and ergonomic risks.
2.Risk Assessment: Evaluate the severity and likelihood of iden�fied hazards to priori�ze safety measures.
3.Control Measures: Implement engineering controls, administra�ve controls, and personal protec�ve equipment (PPE) to
mi�gate risks.
4.Safety Training: Educate employees on safe work prac�ces, emergency procedures, and the proper use of PPE.
5.Regulatory Compliance: Ensure the organiza�on adheres to safety regula�ons and standards set by agencies like the
Occupa�onal Safety and Health Administra�on (OSHA).
6.Incident Investigation: Analyze workplace accidents and near-misses to iden�fy root causes and prevent future occurrences.
7.Safety Audits and Inspections: Regularly inspect the workplace to ensure compliance with safety protocols and iden�fy areas
for improvement.
8.Emergency Preparedness: Develop and implement emergency response plans for fires, chemical spills, and natural disasters.
General Manager’s Office – Communica�ons
1.Public Relations: Manage the agency’s image and rela�onships with the public, media, and other stakeholders.
2.Crisis Communication: Prepare for and manage communica�on during emergencies or crises to ensure accurate and �mely
informa�on is provided.
3.Media Relations: Build and maintain rela�onships with journalists and media outlets to facilitate accurate and posi�ve
coverage.
4.Stakeholder Engagement: Engage with stakeholders, including the public, government officials, and community groups, to
gather feedback and foster collabora�on.
5.Content Creation: Produce various types of content, including press releases, social media posts, newsleters, and reports.
6.Internal Communication: Ensure effec�ve communica�on within the agency to keep employees informed and engaged.
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7.Evaluation and Analytics: Measure the effec�veness of communica�on strategies and campaigns to improve future efforts.
8.Strategic Planning: Develop communica�on strategies that align with the agency’s goals and objec�ves.
General Manager’s Office – District Secretary
1.Record Keeping: Maintain detailed records of district mee�ngs, including minutes, atendance, and ac�on items.
2.Communication: Manage incoming correspondence and direct inquiries to appropriate individuals.
3.Meeting Coordination: Prepare mee�ng materials, ensure proper documenta�on, and schedule district mee�ngs and events,
including sending out agendas and reminders.
4.Reporting: Compile and submit reports to higher authori�es as required, including membership updates and district ac�vi�es.
5.Administrative Support: Assist the district leadership with administra�ve tasks like travel arrangements and logis�cs.
Engineering Department – Water Resources Planning
1.Analyzing Data: Gather and analyze data on water usage, popula�on growth, and environmental factors to inform decision-
making.
2.Assessing Water Demand and Supply: Evaluate current and future water needs based on popula�on data, usage paterns, and
storage capaci�es.
3.Water Quality Management: They assess water quality and develop strategies to manage and improve it, including measures
for drought management.
4.Sustainable Planning: Create long-term plans for sustainable water management, considering factors like climate change and
popula�on growth.
5.Stakeholder Communication: Communicate technical issues and plans to stakeholders, ensuring that all par�es understand the
implica�ons and strategies.
6.Environmental Impact Assessment: Iden�fy environmental concerns, such as sources of water pollu�on, and develop strategies
to mi�gate these issues.
Engineering Department – Design
1.Planning and Design: Develop and design water-related infrastructure such as pipelines, pumping sta�ons, water treatment
plants, and distribu�on networks. This involves using CAD so�ware to create detailed plans and specifica�ons.
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2.Water Supply and Treatment: Ensure the provision of safe and clean drinking water by designing and overseeing water
treatment processes, including filtra�on, disinfec�on, and desalina�on.
3.Wastewater Management: Design systems for the effec�ve treatment and disposal of wastewater, including sewage systems
and wastewater treatment plants.
4.Environmental Impact Assessment: Conduct environmental impact assessments to evaluate the poten�al ecological effects of
water infrastructure projects and propose mi�ga�on measures.
5.Project Management: Oversee the implementa�on of water projects, managing �melines, budgets, and resources, and
coordina�ng with various stakeholders to ensure compliance with design specifica�ons and regulatory standards.
6.Regulatory Compliance: Ensure that all designs and projects comply with relevant standards, regula�ons, and safety guidelines.
7.Community Engagement: Engage with communi�es and stakeholders to understand their water needs and concerns and
educate the public about water conserva�on and efficient water use.
Engineering Department – Environmental Services
1.Conducting Field Studies and Surveys: Perform fieldwork to collect data on environmental condi�ons, such as air, water, and soil
quality.
2.Monitoring Environmental Conditions: Con�nuously monitor and analyze environmental data to track changes and iden�fy
poten�al issues.
3.Developing Environmental Policies: Create and implement policies and procedures to manage and mi�gate environmental
impacts.
4.Preparing Environmental Impact Reports: Prepare detailed reports on the environmental impact of various projects and
ac�vi�es, o�en required for regulatory compliance.
5.Regulatory Compliance: Ensure that organiza�ons comply with environmental laws and regula�ons, o�en liaising with
government agencies.
6.Risk Assessment: Assess and predict environmental risks and hazards, developing strategies to address and mi�gate these risks.
7.Public Education and Outreach: Educate the public and stakeholders about environmental issues and promote sustainable
prac�ces.
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Engineering Department – Public Services
1.Public and Customer Response: Respond to phone, personal, and writen inquiries from developers, contractors, and the public
regarding District water and/or sewer services, water distribu�on and sewer systems, and Code of Ordinances.
2.Permit Processing: Prepare and process water and/or sewer permits and calculate applicable fees for City, County, and State
Agencies.
3.Maintain Water Fees: Update domes�c and irriga�on water meter fees, sewer fees, annexa�on fees, and District processing
fees per the District's Code of Ordinances.
4.Records Management: Research District, County, and City records to provide informa�on to the public, developers, contractors,
and District staff.
5.Account Management: Process, track, and perform closeout of work orders and developer permit accounts.
6.Estimates: Prepare construc�on es�mates using developer data, prepare bond packages, and process construc�on agreements
for approval by the General Manager.
7.Productivity Reports: Prepare sec�on/department monthly reports, graphs, produc�vity indicators, spreadsheets, developer
deposits, and databases.
Engineering Department – Surveying Services
1.Conducting Land Surveys: Surveyors measure and map out the land to determine precise boundaries and features using tools
like GPS, drones, and GIS (Geographic Informa�on Systems) to collect data.
2.Preparing Maps and Reports: Create detailed maps, sketches, and reports based on their surveys. These documents are
essen�al for planning and execu�ng construc�on projects.
3.Calculating Land Volumes and Areas: Calculate the volumes and areas of land to help determine construc�on boundaries and
other project requirements.
4.Collaborating with Other Professionals: Work closely with engineers, architects, and construc�on managers to provide
necessary data for project design and implementa�on.
5.Ensuring Compliance: Ensure surveying ac�vi�es comply with local, state, and federal regula�ons.
6.Marking Construction Boundaries: Based on the surveyor's data, mark the boundaries and key points on a construc�on site.
7.Setting Out Levels and Lines: Establish levels and lines for construc�on, ensuring that structures are built according to the
design specifica�ons.
8.Verifying Site Layouts: Verify that the construc�on works align with the approved plans and site layouts.
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Engineering Department – Construc�on Inspec�on
1.Conducting Inspections: Perform detailed on-site inspec�ons of construc�on projects to verify that the work complies with
building codes, safety regula�ons, and approved plans.
2.Reviewing Plans and Blueprints: Review architectural and engineering plans to ensure they meet all regulatory requirements
and industry standards.
3.Documenting Findings: Document inspec�on findings, prepare detailed reports, and communicate these to project managers,
contractors, and regulatory agencies.
4.Ensuring Compliance: Ensure that construc�on ac�vi�es adhere to local, state, and federal building codes and regula�ons.
5.Evaluating Materials and Workmanship: Assess the quality of materials and workmanship to ensure they meet specified
standards and are suitable for the project.
6.Providing Recommendations: Provide recommenda�ons for correc�ve ac�ons if they iden�fy any issues or non-compliance
during their inspec�ons.
7.Consulting with Stakeholders: Work closely with architects, engineers, contractors, and government agencies to address any
concerns and ensure the project progresses smoothly.
Engineering Department – Recycled Water Services
1.Project Management: Oversee the planning, design, and implementa�on of recycled water projects. This includes preparing
plans, specifica�ons, cost es�mates, and reports.
2.Regulatory Compliance: Ensure that all recycled water projects comply with local, state, and federal regula�ons. This involves
understanding and applying relevant laws and guidelines.
3.Quality Assurance: Monitor and maintain the quality of recycled water to ensure it meets safety standards. This includes
conduc�ng regular tests and inspec�ons.
4.Customer and Stakeholder Interaction: Work with customers, engineers, architects, and regulatory agencies to facilitate the use
of recycled water. This includes providing technical support and addressing any concerns.
5.Education and Outreach: Promote the benefits and safe use of recycled water to the public and poten�al customers. This may
involve developing marke�ng strategies and conduc�ng educa�onal programs.
6.System Maintenance and Monitoring: Oversee the opera�on and maintenance of recycled water systems to ensure they
func�on efficiently and safely.
7.Problem Solving: Iden�fy and resolve issues related to recycled water systems, such as contamina�on or system failures.
17
Finance Department – Customer Service (Administra�ve)
1.Analyze and respond to customer inquiries and complaints regarding billings, opera�ons issues, and water conserva�on via
telephone, web, email, or mail. Interpret customer accounts using knowledge of applicable rules, ordinances, policies, and rate
schedules. Research and maintain current records.
2. Process customer-requested opening/closing service orders.
3.Coordinate and process permit service orders originated by the Engineering Department for new and exis�ng meter
installa�ons, sewer services, construc�on meters, and fire services.
4.Maintain records of accounts discon�nued for non-payment and answer complex inquiries regarding the reinstatement of
service, payment of water charges, penal�es, service fees, deposits, and all related follow-ups.
5.Gather informa�on regarding ownership, boundaries, and loca�ons of property from public record deeds and maps.
6.Maintain records of unpaid, closed accounts and bankruptcies and refer these accounts to a collec�on agency as appropriate.
Processes monthly collec�on agency summaries.
7.Prepare inves�ga�on requests for field checks on secured meters or meters with low consump�on.
Finance Department – Customer Service (Field)
1.Read water meters on alterna�ng routes and use a laptop to retrieve data from Automa�c Meter Reading (AMR) meters.
Monitor the remote reading system and inves�gate reading errors as needed.
2.Download and upload meter reading data on the meter reading system.
3.Iden�fy readings that appear low or high and report the need for tes�ng and inves�ga�on of possible meter tampering.
4.Install, remove, repair, inspect, and test water meters of one (1) inch or less.
5.Respond to customer calls regarding water meter leaks, high usage, or other related concerns. May back up meter maintenance
crew with leaks of any size meters.
6.Process work order requests using the applicable computer systems; enter work completed and update status.
7.Answer customer ques�ons regarding water service when appropriate or refer customers to the appropriate work group.
8.Iden�fy meter malfunc�ons and/or service defects, and issue work orders for malfunc�oning meters.
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Finance Department – Budget and Accoun�ng
1.Financial Planning and Analysis: Prepare and analyze financial reports, create budgets, and forecast future financial
performance.
2.Budget Management: Develop, monitor, and revise opera�ng and capital budgets to ensure they align with organiza�onal
goals.
3.Account Reconciliation: Ensure that all accounts are accurately reconciled, and discrepancies are resolved promptly.
4.Cost Control: Iden�fy areas for cost reduc�on and implement strategies to improve financial efficiency.
5.Compliance and Reporting: Ensure compliance with local, state, and federal regula�ons and prepare necessary financial reports
for regulatory agencies.
6.Financial Guidance: Provide financial advice and guidance to management to support decision-making processes.
7.Variance Analysis: Analyze budget variances to understand the reasons behind differences between actual and budgeted
figures.
G.7. Approve the Memorandum of Understanding (MOU) with Otay Water
District and the Sweetwater Union High School District (SUHSD) to provide high
school students with industry-specific opportunities and career focused
curriculum, for the 2025-2026 school year.
Issue
Memorandum of Understanding with Otay Water District.
Recommendation
Approve the Memorandum of Understanding (MOU) with Otay Water District and the Sweetwater
Union High School District (SUHSD) to provide high school students with industry-specific
opportunities and career focused curriculum, for the 2025-2026 school year.
Analysis
The Otay Water District (OTAY) is a public water agency that provides water to east Chula Vista.
The Parties seek to develop a work plan that will guide OTAY and SUHSD in working
collaboratively to find and create opportunities that introduce students to careers in the water
industry, including creating water industry-specific opportunities for SUHSD students to engage in
Administrative, Engineering, Water Operations, and Technical related professions with OTAY
Water District. Some of the potential activities to be considered within the workplan are listed
below.
Potential Activities:
Provide workplace tours and industry speakers focused on Administrative, Engineering,
Water Operations, and Technical Careers
Work with teachers to develop potential curriculum and/or projects that would engage
students in a real-world problem.
Identify project-based lessons that would be presented to OTAY and stakeholders.
This Board Agenda Item supports LCAP Goal 1, teaching and learning, because it will provide
students with the necessary work-based experience in careers in the water industry.
For questions regarding this board item, please contact Ana Maria Alvarez at 619-691-5546 or
ana.alvarez@sweetwaterschools.org.
Fiscal Impact
Expenditure to be paid from College and Career Readiness, Resource Code: 000000.
Expenditure will be for Professional Development time (extra duty or pullout) for CTE teachers to
meet with Otay Water District Staff to develop curriculum/projects aligned to Engineering or
Technical Related professions.
Regular Board Meeting
06/09/2025 - 06:00 PM
Board Room, 1130 Fifth Avenue
Chula Vista, CA
1
ATTACHMENT D
Supporting Documents
Otay Water_SUHSD_MOU_2025-Intern Program Revised 6-3-25
22. Formation & Approval of Consent Agenda - AUDIO CLIP - 06 09 25
Created on 5/27/2025 at 11:49 AM PT by Lizzette Rockin
Last Modified on 6/10/2025 at 9:54 AM PT by Karina Estrada
Regular Board Meeting
06/09/2025 - 06:00 PM
Board Room, 1130 Fifth Avenue
Chula Vista, CA
2
60026.00015\42528095.1
1
MEMORANDUM OF UNDERSTANDING
Between
Otay Water District and SWEETWATER UNION HIGH SCHOOL DISTRICT
This Memorandum of Understanding (“MOU”) is entered into this ____________, by and
between Otay Water District, located at 2554 Sweetwater Springs Blvd, Spring Valley 91978,
Telephone: 619-670-2222, hereafter, referred to as “OTAY” and SWEETWATER UNION HIGH SCHOOL DISTRICT, located at 1130 Fifth Avenue, Chula Vista CA 91911, hereafter referred to as “SUHSD.” OTAY and SUHSD are sometimes referred to herein as a “Party” or the “Parties.”
1.TERM OF MOU:
This MOU is effective from the date it is signed by the Parties and approved by SUHSD Board of Trustees and terminates on June 30, 2026.
2.SCOPE OF SERVICES:
Description of General Program:
OTAY is a public water agency that provides water to east Chula Vista. The Parties seekto develop a work plan that will guide OTAY and SUHSD in working collaboratively tofind and create opportunities that introduce students to careers in the water industryincluding creating water industry-specific opportunities for SUHSD students to engage in
Administrative, Engineering, Water Operations, and Technical related professions with
OTAY. Some of the potential activities to be considered within the workplan are listedbelow.
Potential Activities:
●Provide workplace tours and industry speakers focused on Administrative,
Engineering, Water Operations, and Technical Careers
●Work with teachers to develop potential curriculum and/or projects that wouldengage students in a real-world problem.●Identify projects-based lessons that would be presented to OTAY and stakeholders.
PARTIES RESPONSIBILITIES:
A. OTAY will:
●Provide water treatment facility and infrastructure tours and/or guest speakers for
classroom visits.
● Provide subject matter experts to work collaboratively with SUHSD teachers to identifyand develop potential water industry related Engineering and Technical curriculum.
60026.00015\42528095.1
2
B.SUHSD will:
•Provide Professional Development (PD) time (extra duty or pullout) for Career Technical
Education (CTE) teachers to meet with OTAY Staff to develop curriculum/projects alignedto Engineering or Technical (Covered through Office of College & Career Readiness(CCR) funding)
3.NON-DISCRIMINATION:
Parties shall ensure that services and benefits are provided without regard to sex, sexual orientation, gender, ethnic group, race, ancestry, national origin, immigration status, religion, color, mental or physical disability, age, marital or parental status or any other unlawful consideration in accordance with Title VI of the Civil Rights Act of 1964, the California
Government Code, and Section 503-504 of the Rehabilitation Act of 1973, as amended.
4. COSTS AND FEES:
Each Party shall be fully responsible for payment of their administrative costs and fees, including the cost of staff time associated with the responsibilities and duties outlined herein
5. MUTUAL INDEMNIFICATION:
To the fullest extent allowable by law each Party (the “Indemnifying Party”) agrees, at its own expense, to defend, indemnify and hold harmless the other Party, its board, trustees, officers, agents, representatives, volunteers, employees and directors (hereinafter “Indemnified Parties”) from and against all claims, demands, losses or liabilities (hereinafter “Claim”) of
any nature or cause whatsoever, and whether actual or alleged, arising out of the acts or
omissions of the Indemnifying Party, its board, trustees, officers, agents, representatives, volunteers, employees and directors, and/or any other person, firm or corporation furnishing or supplying services, materials or supplies in conjunction with the services of the Indemnifying Party, whether authorized by this Agreement or not, including, but not limited
to active and passive claims, losses, costs, attorney fees and expenses arising out of any liability
or claim of liability for personal injury, bodily injury to persons or death, contractual liability, damage to property, and/or infringement sustained, or claimed to have been sustained, infringement upon intelligent property rights, failure to comply with all of the requirements contained in Education Code, section 45125.1 and/or disclosure of confidential information
which might be obtained by the Parties during performance of this MOU. The provisions of
this article do not apply to any damage or losses to the proportionate extent caused by the negligence or willful misconduct of the Indemnified Parties.
Each Party further agrees to indemnify and hold harmless the other Party, its board, trustees,
officers, agents, representatives, volunteers, employees and directors from all employment
related claims arising out of any alleged employment relationship between SUHSD and OTAY or its sub-Contractors or employees, including claims of misclassification under Labor Code 2750.3.
6. INSURANCE:
60026.00015\42528095.1
3
INSURANCE REQUIREMENTS FOR OTAY
Without limiting OTAY’s indemnification obligations to SUHSD, OTAY shall provide at its
sole expense and maintain for the duration of this contract, or as may be further required herein,
insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of the work by OTAY, its agents, representatives, employees or subcontractors.
1. Minimum Scope of Insurance
Coverage shall be at least as broad as:
A. Commercial General Liability, Occurrence form, Insurance Services Office form CG0001.
B. Automobile Liability covering all owned, non-owned, hired auto Insurance Services Office form CA0001.
C. Workers’ Compensation, as required by the State of California and Employer’s Liability
Insurance.
D. Professional Liability required if OTAY provides or engages any type of Professional services, including, but not limited to, medical professionals, counseling or legal services.
E. Cyber Security Liability.
2. Minimum Limits of Insurance
OTAY shall maintain limits no less than:
A. Commercial General Liability including Premises, Operations, Products and Completed Operations, Contractual Liability, and Independent Contractors Liability: $2,000,000 per
occurrence for bodily injury, personal injury and property damage. The General Aggregate
limit shall be $4,000,000.
B. Automobile Liability: $1,000,000 each accident for bodily injury and property damage.
C. Employer’s Liability: $1,000,000 each accident for bodily injury or disease. Coverage shall include a waiver of subrogation endorsement in favor of SUHSD.
D. Professional Errors and Omissions Liability: $2,000,000 per claim with an aggregate
limit of not less than $4,000,000. Any self-retained limit shall not be greater than $25,000 per occurrence/event without SUHSD approval. If policy contains one or more aggregate limits, a minimum of 50% of any such aggregate limit must remain available at all times; if over 50% of any such aggregate limit has been paid or reserved, SUHSD will require
additional coverage to be purchased by OTAY to restore the required limits. This coverage
shall be maintained for a minimum of two years following termination or completion of OTAY’s work pursuant to the Contract.
E. Improper Sexual Conduct: $1,000,000 per occurrence with an aggregate of not less than $2,000,000 for damages because of bodily injury by reason of negligent, hiring and
supervision.
F. Cyber Security Liability: Coverage for both electronic and non-electronic data breach of $1,000,000 per occurrence with an aggregate limit of not less than $2,000,000 and shall
60026.00015\42528095.1
4
cover all OTAY employees, officials and agents. Coverage shall apply to any dishonest, fraudulent, malicious or criminal use of OTAY or SUHSD’s computers or servers to affect,
alter, copy, corrupt, delete, disrupt or destroy a computer system or to obtain financial
benefit for any party; to steal, take or provide unauthorized access of electronic date, including publicizing confidential electronic data or causing confidential electronic data to be accessible to unauthorized persons; transfer of computer virus, Trojan horse, worms or any other type of malicious or damaging code; and for Third-Party Liability encompassing
judgments or settlement and defense costs arising out of litigation due to a data breach and
data breach response costs for customer notification and credit monitoring service fees.
G. Proof of Insurance: OTAY shall not commence performing any portion of the Services until all required insurance has been obtained and certificates indicating the required coverage have been delivered in duplicate to SUHSD and approved by SUHSD.
Certificates and insurance policies shall include the following:
i. A clause stating: “This policy shall not be canceled or reduced in required limits of liability or amounts of insurance until notice has been mailed to SUHSD, stating date of cancellation or reduction. Date of cancellation or reduction shall not be less than thirty (30) days after date of mailing notice.”
ii. Language stating in particular those insured, extent of insurance, location and
operation to which insurance applies, expiration date, to whom cancellation and reduction notice will be sent, and length of notice period. iii. An endorsement stating that SUHSD and its agents, representatives, employees, trustees, officers, consultants, and volunteers are named additional insureds under
all policies except Workers’ Compensation Insurance, Professional Liability, and
Employers’ Liability Insurance. Endorsement shall also state that OTAY’s insurance policies shall be primary to any insurance or self-insurance maintained by SUHSD. iv. If OTAY or OTAY’s subcontractor(s) maintains broader coverage and/or higher
limits than the minimums shown above, SUHSD requires and shall be entitled to
the broader coverage and/or higher limits maintained by OTAY. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to SUHSD. v. OTAY, or its subcontractors, shall be responsible for payment of all deductibles on
all insurance required to be furnished by SUHSD or subcontractors.
vi. All policies shall be written on an occurrence form.
H. Acceptability of Insurers: Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A: VII, unless otherwise acceptable to SUHSD.
I. Request for Partial Insurance Waiver: If insurance requirements are not appropriate for
the type and scope of service being provided, a partial waiver of insurance requirements
may be requested. In order to qualify for a partial waiver of SUHSD’s requirement of insurance, OTAY must satisfy the following criteria: 1) Amount of Contract is less than $25,000; 2) OTAY is a sole proprietor; 3) OTAY maintains general liability insurance of at least $1,000,000 per incident or occurrence, and Workers’ Compensation as required by the
State of California and Employer’s Liability Insurance; and 4) OTAY has worked for
SUHSD in the past and has received a good evaluation on prior work and there have been no prior complaints, problems or injuries; OR 5) OTAY maintains coverage through a joint powers agency insurance pool for any risk set forth in this MOU in the manner and to the
60026.00015\42528095.1
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extent that OTAY maintains coverage for similar risks with respect to its operations, equipment and property. If the minimum conditions are met, OTAY may request a waiver
request form.
OTAY INITIALS HERE TO INDICATE THAT OTAY MEETS ALL CRITERIA AND REQUESTS A PARTIAL WAIVER OF INSURANCE REQUIREMENTS. _________
GENERAL COUNSEL OR DIRECTOR OF RISK MANAGEMENT INITIALS HERE INDICATES APPROVAL OF A PARTIAL WAIVER OF INSURANCE REQUIREMENTS. __________
7. CHILD ABUSE, MANDATED REPORTER, AND CPR REQUIREMENTS:
OTAY shall ensure that all staff members who work directly with students on an ongoing and/or recurring basis beyond occasional site tours and speaking engagements, are trained on and comply with child abuse and missing children reporting obligations and procedures under California law, including but not limited to, California Education Code Section 49370 and
California Penal Code section 11165.7, 11166, et seq. OTAY shall adopt a written child abuse
reporting procedure and provide annual training to all its employees regarding mandated reporting of child abuse and missing children. OTAY shall provide verification to SUHSD that all employees have received annual training. OTAY warrants that all staff members will timely abide by such laws.
Student interactions that are limited to one-time facility visits or speaking engagements are exempt from this training requirement. OTAY certifies its employees who work directly with pupils will be trained in First Aid and
CPR, Classroom Management, Curriculum, etc. prior to placement at the Site.
8. FINGERPRINTING AND TB REQUIREMENTS:
OTAY certifies that all OTAY employees who work directly with students on an ongoing and/or recurring basis beyond occasional site tours and speaking engagements at the Site will
have a TB test and live scan investigation, which consists of FBI and DOJ clearances, and at a minimum prior to employment. OTAY shall provide verification to SUHSD of such qualifications prior to assigning the employees to a Site. 9. INDEPENDENT CONTRACTOR:
This Agreement is not a contract of employment between SUHSD and OTAY. At all times OTAY shall be deemed and act as an independent consultant and is not authorized to bind SUHSD to any contracts or other obligations. OTAY is not entitled to benefits of any kind or nature normally provided employees, including, but not limited to State Unemployment Compensation or Worker’s Compensation. In the performance of the work herein
contemplated, OTAY is an independent contractor or business entity, with the sole authority for controlling and directing the performance of the details of the work; SUHSD being interested only in the results obtained. OTAY acknowledges its review and understanding of
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Labor Code Section 2750.3 and its potential impact on independent contractor relationships. SUHSD and OTAY agree that (a) OTAY will remain free from the control and direction of
SUHSD in connection with the performance of the Services; (b) the scope of work
contemplated by this Agreement is outside the usual course of SUHSD’s normal business; and (c) OTAY is customarily engaged in an independently established trade, occupation, or business of the same nature as the Services performed under this Agreement. Notwithstanding the provisions of Section 2750.3, OTAY agrees this is an independent contractor relationship,
and acknowledges by initialing here: _________
10. CONFIDENTIALITY:
OTAY and its subcontractors agree to comply with all applicable laws in the performance of
its obligations under this Agreement, and in particular applicable federal and state regulations
regarding student records, student privacy, and the commercial use of student information, including the Family Educational Rights and Privacy Act (FERPA), Student Online Personal Information Protection Act (SOPIPA), AB 1584 (Ed. Code 49073.1) Pupil Data Privacy and SUHSD (including but not limited to Administrative Regulation and Policy No. 5022 and
5125) to the end that the rights and privacy of the students enrolled in SUHSD and of their
parents are not violated or invaded. OTAY and its subcontractors also agree to comply with all terms of the California Student Data Privacy Agreement Version 2.0 (CSDPA v.2) (https://sdpc.a4l.org/agreements/CSDPA_2_0.pdf). If Contractor has already entered into the CSDPA with another public agency, SUHSD will execute Exhibit E to the CSDPA to bind the
parties. Alternatively, OTAY and its subcontractors agree to comply with all terms of the
National Data Privacy Agreement (NDPA) (https://cdn.ymaws.com/cite.org/resource/resmgr/resource_programs/ca-ndpav1.pdf), including Exhibit G with supplemental terms for California. Upon execution by OTAY of the NDPA and the Exhibit G, SUHSD will execute the NDPA to bind the parties. This assurance
is given to obtain access to individual student data for the purpose of using said data to fulfill
contractual obligations with SUHSD. These provisions include, but are not limited to, ensuring that: A. No identification of students or their parent/guardians by persons other than
representatives of OTAY is permitted.
B. The individual student data will be destroyed when no longer needed for the purpose(s) for which they were obtained. C. No access to individual student data shall be granted by OTAY to any other person, persons, agency or organization without the written consent of the pupil’s
parent/guardian, except for sharing with other persons within SUHSD or
representatives of OTAY so long as those persons have a legitimate interest in the information. D. OTAY recognizes and agrees that such access will be extended in reliance on representations made in this assurance, and that SUHSD shall have the right to
enforcement of this assurance, or revocation of such access (including return of all
physical forms of such data and destruction of all such electronic data) immediately upon evidence of noncompliance by OTAY. This assurance is binding OTAY on and such persons as may be employed by OTAY to assist in any phase of the contractual obligation to SUHSD.
60026.00015\42528095.1
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OTAY further represents and warrants that SUHSD’s and SUHSD users’ access to and use of
OTAY’s software or other services as described in this MOU will not infringe any third-party
copyright. 11. OWNERSHIP OF MATERIALS AND CONFIDENTIALITY:
All materials and data, including but not limited to, data on magnetic media and any materials
and data required to be made or kept pursuant to federal, state or local laws, rules or regulations,
prepared or collected by OTAY pursuant to this MOU, shall be the sole property of SUHSD, except that OTAY shall have the right to retain copies of all such documents and data for its records. SUHSD shall not be limited in any way in its use of such materials and data at any time, provided that any such use not within the purposes intended by this MOU shall be at
SUHSD's sole risk and provided that OTAY shall be indemnified against any damages
resulting from such use, including the release of this material to third parties for a use not intended by this MOU. All such materials and data shall be provided to SUHSD, or such other agency or entity as directed by SUHSD or required by law, rule or regulation, immediately upon completion of
the term of this MOU, or upon the completion of any individual school site project, as directed
by SUHSD. Should SUHSD wish to obtain possession of any such materials or data during the term of this MOU or prior to the completion of any individual school site project, it shall make its request in writing. Such information shall be provided to SUHSD within forty-eight (48) hours of its request.
12. MUTUAL BARGAINING STRENGTH:
The parties acknowledge and agree that (i) each party is of equal bargaining strength, (ii) each party has actively participated in the drafting, preparation and negotiation of this MOU; (iii) each such party has consulted with or has had the opportunity to consult with its own,
independent counsel and such other professional advisors as such party has deemed
appropriate, relative to any and all matters contemplated under this MOU, (iv) each party and such party’s counsel and advisors have reviewed this MOU, (v) each party has agreed to enter into this MOU following such review and the rendering of such advice, and (vi) any rule or construction to the effect that ambiguities are to resolved against the drafting party shall not
apply in the interpretations of the MOU, or any portions hereto, or any amendments hereto.
13. GOVERNING LAW/VENUE SAN DIEGO:
In the event of litigation, the MOU and related matters shall be governed by and construed in accordance with the laws of the State of California. Venue shall be with the appropriate State or Federal court located in San Diego County.
14. ATTORNEY'S FEES:
Should litigation be necessary to enforce any terms or provisions of this MOU, then each party shall bear its own litigation and collection expenses, witness fees, court costs and attorney’s fees.
15. COMPLIANCE WITH LAW:
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Parties shall be subject to, and shall comply with, all Federal, State and local laws and regulations applicable with respect to its performance under this MOU including, but not
limited to, licensing, employment, purchasing practices, wages, hours and conditions of
employment, including nondiscrimination.
16. FINAL APPROVAL:
This MOU is not in force and has no effect until approved by signature by the SUHSD Board of Trustees.
17. ENTIRE MOU:
This MOU represents the entire MOU and understandings of the parties hereto and no prior writings, conversations or representations of any nature shall be deemed to vary the provisions hereof. This MOU may not be amended in any way except by a writing duly executed by both parties hereto.
18. CAPACITY TO SIGN:
All parties covenant that they possess all necessary capacity and authority to sign and enter this MOU. All individuals signing this MOU for a corporation, a partnership, or other legal entity, or signing under a power of attorney or as a trustee, guardian, conservator, or in any other legal capacity, covenant that they have the necessary capacity and authority to act for,
sign and bind the respective entity or principal on whose behalf they are signing.
19. CAPTIONS:
The article and section headings are for reference only and in no way define, limit, extend or interpret the scope of this MOU or of any particular article or section.
20. CONSTRUCTION:
The language in all parts of this MOU shall be in all cases construed simply according to its fair meaning, and not for or against any party by reason of such party or its legal counsel having prepared this MOU or any of its provisions.
21. COUNTERPARTS:
This MOU may be executed in multiple counterparts, all of which taken together shall
constitute one original MOU.
22. MODIFICATION:
No modification, waiver or discharge of this MOU will be valid unless it is in writing and signed by the party against which the enforcement of the modification, waiver or discharge is or may be sought.
23. NO WAIVER:
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A party's failure to insist on the strict performance of any covenant or duty required by the MOU, or pursue any remedy under the MOU, shall not constitute a waiver of the breach or the
remedy.
24. NUMBER AND GENDER:
Where the context in which words are used in this MOU indicates that such is the intent, the words in the singular number shall include the plural and vice versa, and the words in the masculine gender shall include the feminine and neuter genders and vice versa.
25. SEVERABILITY:
In the event that any provision of this MOU shall be held to the invalid, the same shall not affect in any respect whatsoever the validity of the remainder of this MOU.
26. SUCCESSORS AND ASSIGNS:
Except as herein otherwise provided to the contrary, this MOU shall be binding upon and inure
to the benefit of the parties’ signatory hereto, and their successors and assignees.
27. EXHIBITS:
All exhibits that are attached to this MOU are made a part hereof.
28. RIGHT TO CURE:
If a party defaults under any of this MOU’s terms, the non-defaulting party will give to the
defaulting party a written notice of the default. The defaulting party has thirty (30) days after
receipt of this notice to cure the default. Only if the defaulting party fails to cure the default within this time period, may the non-defaulting party exercise those remedies granted under this MOU or applicable law.
29. NON-FUNDING:
Notwithstanding any other provision to the contrary, if for any fiscal year of this MOU the Board of Trustees for any reason fails to appropriate or allocate funds for future payments under this MOU, SUHSD will not be obligated to pay the balance of funds remaining unpaid beyond the fiscal period for which funds have been appropriated and allocated.
30. NOTICES:
Unless otherwise specifically provided herein, all notices, demands or other communications given hereunder will be in writing and will be deemed to have been duly delivered (i) upon personal delivery, (ii) upon telecopier transmittal, provided the party transmitting the written communication receives written confirmation of receipt of the transmission from its own
telecopier and send a copy of such transmittal record on the same day of the transmission by
United States first class mail, postage prepaid, addressed as herein below provided, or (iii) as of the second business day after mailing by United States registered or certified mail, return receipt requested, postage prepaid, addressed as follows:
60026.00015\42528095.1
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If to OTAY, to: Name: Jose Martinez
General Manager
2554 Sweetwater Springs Blvd. Spring Valley, CA 91978Telephone: (619) 670-2222 Email: jose.martinez@otaywater.gov
If to SUHSD, to: Name: Brahim Wahib
Director of College and Career Readiness 1130 Fifth Ave. Chula Vista, CA 91911 Telephone: 619-796-7700
Email: Brahim.wahib@sweetwaterschools.org
Or to such other address as any party will designate to the others for such purpose in the manner set forth above. The parties agree to the foregoing as of February 26, 2025, in Chula Vista, California.
OTAY: Otay Water District
By:
Its: General Manager
SUHSD: Sweetwater Union High School District
By:
its: Chief Financial Officer
STAFF REPORT
TYPE MEETING: Regular Board MEETING DATE: October 1, 2025
PROJECT: Various DIV. NO. ALL
SUBMITTED BY: Kent Payne
Purchasing and Facilities Manager
APPROVED BY: Adolfo Segura, Chief, Administrative Services
Jose Martinez, General Manager
SUBJECT: AWARD A CONTRACT TO MERINO LANDSCAPE, INC. TO COMPLETE PHASE
II OF THE ADMINISTRATION BUILDING LANDSCAPE UPDATE IN AN AMOUNT
NOT-TO-EXCEED $417,309
GENERAL MANAGER’S RECOMMENDATION:
That the Otay Water District (District) Board of Directors authorize
the General Manager to award a contract to Merino Landscape, Inc.
(Merino) to complete Phase II of the Administration Building landscape
update in an amount not-to-exceed $417,309.
PURPOSE:
To obtain Board authorization for the General Manager to execute an
agreement with Merino Landscape, Inc. to complete Phase II of the
Administration Building landscape improvements in an amount not-to-
exceed $417,309.
ANALYSIS:
The District’s Administration Building landscape improvements are being
implemented in two phases to rehabilitate a 30-year-old installation
originally designed as a water conservation demonstration garden based
on Xeriscape practices of that era. While the Phase I work completed in
2023 modernized the main building entrance and customer parking area,
the remainder of the landscape, particularly the Demonstration Garden
1
AGENDA ITEM 6
and surrounding perimeter areas, continues to reflect outdated systems
and plantings. These areas are now in need of substantial modernization
to address current standards, water-efficient technologies, and
improved plant varieties.
In Phase I, the District engaged Wimmer Yamada and Caughey Landscape
Architects (WYAC), the original designers of the Administration
Building landscape, to modernize their design and prepare updated plans.
Following a competitive process, construction was awarded to Merino
Landscape, Inc., who successfully completed the improvements to a high
standard, providing confidence in their ability to deliver future
phases. For Phase II, WYAC again prepared the plans along with
irrigation and landscape specifications, standards, and quality
assurance requirements to ensure consistency with the overall design
intent and long-term performance.
For Phase II, staff issued a public solicitation through the District’s
online portal, PlanetBids. Bidders were required to hold a C-27 license
and demonstrate experience in irrigation and landscape construction. A
total of 52 vendors were notified, including 15 prospective bidders; 15
firms downloaded the bid documents, and four firms attended the
mandatory pre-bid meeting, resulting in three firms submitting
proposals:
Bidder Bid Amount
Merino Landscape, Inc. $417,309
Marina Landscape, Inc. $634,620
ACCU Construction, Inc. $696,650
Merino was the lowest responsive and responsible bidder at $417,309. As
with Phase I, WYAC prepared a cost assumption, in this case $298,617.
While Merino’s bid exceeds the assumption, it is consistent with current
market conditions, as the higher total price reflects inflation in labor
and materials as well as the added complexity of the Phase II scope.
Unlike the compact 47,100-square-foot Phase I area, Phase II spans
roughly 101,500 square feet across dispersed locations such as the
customer entrance, street frontage, Demonstration Garden, exit drive,
and perimeter zones around parking and the rear of the Administration
Building. Despite the assumption variance, overall cost efficiency
remains strong: Phase II equates to approximately $4.11 per square foot,
which is generally in line with and slightly lower than Phase I’s $4.15
per square foot.
2
Given Merino’s successful completion of Phase I and their competitive
proposal for Phase II, staff recommends award of the Phase II contract
to Merino.
FISCAL IMPACT: Joe Beachem, Chief Financial Officer The total budget for CIP P2638 is $745,000. Expenditures to date, plus
outstanding commitments, including this Phase II award, total $718,785.
Based on a review of the financial budget, the Project Manager
anticipates that the budget is sufficient to support Phase II in the
amount of $417,309.
The Finance Department has determined that, under the current rate
model, 100% of the funding is available from the Replacement Fund.
STRATEGIC GOAL:
Supports the District’s strategy to ensure financial health through
formalized policies, prudent investing, and efficient operations. LEGAL IMPACT: None.
ATTACHMENTS:
Attachment A – Committee Action Report
Attachment B – Budget Detail
Attachment C – Drawings and Specifications/Scope of Work
Attachment D - Assumption of Project Costs
3
ATTACHMENT A
SUBJECT/PROJECT:
AWARD A CONTRACT TO MERINO LANDSCAPE, INC. TO COMPLETE PHASE
II OF THE ADMINISTRATION BUILDING LANDSCAPE UPDATE IN AN
AMOUNT NOT-TO-EXCEED $417,309
COMMITTEE ACTION:
The Finance & Administration Committee reviewed this item at a meeting
held on September 17, 2025. The Committee supports presentation to the
full Board for their consideration.
NOTE:
The “Committee Action” is written in anticipation of the Committee
moving the item forward for Board approval. This report will be sent to
the Board as a Committee approved item or modified to reflect any
discussion or changes as directed from the Committee prior to
presentation to the full Board.
4
ATTACHMENT B
PROJECT BUDGET DETAIL
p2638-Buildings and Grounds Refurbishments
9/5/2025
Budget Category Committed Expenditures Outstanding
Commitment
Projected
Final Cost Vendor
$745,000.00
Consultant
Contracts
$4,800.00 $4,800.00 $0.00 $4,800.00 HOMESTEAD TREE
SERVICE INC
$42,680.75 $30,580.75 $12,100.00 $42,680.75 WIMMER YAMADA AND
CAUGHEY
For Ops Only
-Contracted
Services
$3,830.00 $3,830.00 $0.00 $3,830.00 A & F LANDSCAPE AND
CONCRETE
$5,547.00 $5,547.00 $0.00 $5,547.00 ADVANCED SPRINKLER
DR
$21.54 $21.54 $0.00 $21.54 AMAZON.COM INC
$9,780.00 $9,780.00 $0.00 $9,780.00 AZTEC LANDSCAPING
INC
$8,715.02 $8,715.02 $0.00 $8,715.02 CULTURA
$20,083.16 $20,083.16 $0.00 $20,083.16 GREENRIDGE
LANDSCAPE INC
$77.15 $77.15 $0.00 $77.15 HOME DEPOT CREDIT
SERVICES
$195,528.00 $195,528.00 $0.00 $195,528.00 MERINO LANDSCAPE
INC
$3,600.00 $3,600.00 $0.00 $3,600.00 OT ELECTRICAL
$5,177.05 $5,177.05 $0.00 $5,177.05 SITEONE LANDSCAPE
SUPPLY
Standard
Salaries
$1,636.48 $1,636.48 $0.00 $1,636.48
Total $301,476.15 $289,376.15 $12,100.00 $301,476.15
Remaining Budget $443,523.85
5
Sheet Title:
Drawn:
Date:
Checked:
RevisionDateNo.
RR
9/22/2024
PC
WYAC Project Number
Sheet Number:
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TITLE SHEET
T-1
OTAY WATER DISTRICT HEADQUARTERS
LANDSCAPE AND IRRIGATION PLANS FOR:
SHEET INDEX
PLAN SHEET
-TITLE SHEET T-1
-IRRIGATION PLAN LI-1 - LI-3
-IRRIGATION DETAILS LI-4 LI-5
-PLANTING PLAN LP-1
-PLANTING DETAILS LP-2
-MULCH PLAN LM-1
2554 SWEETWATER SPRINGS BLVD, SPRING VALLEY, CA
N.T.S.
VICINITY MAP - N.T.S.
LIMIT OF WORK
PHASE 2
LIMIT OF WORK
LIMIT OF WORK
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7-15-25
8-31-26
1 7-17-25 Bid Documents
19-006.02
P.O. Box 231323 Encinitas, CA 92023wyac.com 619.232.4004
ATTACHMENT C
6
USE SLEEVES WHERE PIPES AND
WIRING CROSS PAVING AREAS. USE
SEPARATE SLEEVES FOR PIPES
AND WIRING. (TYP.)
DRAWING IS DIAGRAMMATIC.
INSTALL PIPE, WIRING, VALVES, AND
EQUIPMENT WITHIN PLANTER AREAS
UNLESS NOTED OTHERWISE (TYP.)
RS
CF
111
1"
11920 SF
1"
101,183 SF
1"
9700 SF
1"
88
1"
1,036 SF4
1"
654 SF3
1"
1,160 SF7
1"
852 SF6
1"
1,187 SF5
1"
ID F
ID F
ID F
ID F
ID F
ID F
ID F
ID F
ID F
ID F
ID
421 SF12
1"
EXISTING IRRIGATION
CONTROLLER LOCATION,
TO BE REPLACED WITH
NEW RAIN BIRD
CONTROLLER
SWEET WATER SPRINGS BLVD
23GPM2
1"
SYMBOL MANUFACTURER/MODEL
RAIN BIRD XCZ-100-PRB-R
WIDE FLOW DRIP CONTROL KIT FOR COMMERCIAL
APPLICATIONS. PURPLE CAP DESIGNATES FOR
RECLAIMED WATER, NON-POTABLE USE. 1" PESBR VALVE
AND 1" PRESSURE REGULATING 40PSI BASKET FILTER.
0.3-20 GPM.
RAIN BIRD MDCFPCAP
DRIPLINE FLUSH VALVE PURPLE CAP IN COMPRESSION
FITTING COUPLER. FOR NON-POTABLE WATER USE.
RAIN BIRD OPERIND. PURPLE CAP
DRIP SYSTEM OPERATION INDICATOR, STEM RISES 6"
FOR CLEAR VISIBILITY WHEN DRIP SYSTEM IS CHARGED
TO A MINIMUM OF 20PSI. INCLUDES 16" OF 1/4"
DISTRIBUTION TUBING WITH CONNECTION FITTING
PRE-INSTALLED.
AREA TO RECEIVE DRIPLINE
RAIN BIRD XFS-CV-09-18-NP
XFS-CV NON POTABLE SUB-SURFACE LANDSCAPE
DRIPLINE WITH A HEAVY-DUTY 4.3 PSI CHECK VALVE. 0.9
GPH EMITTERS AT 18" O.C. DRIPLINE LATERALS SPACED
AT 18" APART, W/ EMITTERS OFFSET FOR TRIANGULAR
PATTERN. SPECIFY XF INSERT FITTINGS.
SYMBOL MANUFACTURER/MODEL/DESCRIPTION
RAIN BIRD PESBR-PRS-D
1", 1-1/2", 2" DURABLE CHLORINE-RESISTANT VALVES FOR
RECLAIMED WATER APPLICATIONS. WITH SCRUBBER
MECHANISM TECHNOLOGY, PURPLE FLOW CONTROL
HANDLE, AND PRESSURE REGULATOR MODULE.
BALL VALVE WITH PURPLE HANDLE
SPEARS PVC COMPACT 2000 BALL VALVE SIZE PER THE
LARGEST REMOTE CONTROL VALVE IN THE MANIFOLD.
IRRIGATION LATERAL LINE: PVC SCHEDULE 40 (PURPLE PIPE)
IRRIGATION MAINLINE: PVC SCHEDULE 40 (PURPLE PIPE)
PIPE SLEEVE: PVC CLASS 200 SDR 21
F
ID
Valve Number
Valve Size
Valve Flow
Valve Callout
##
#"
IRRIGATION SCHEDULE
SYMBOL MANUFACTURER/MODEL/DESCRIPTION
IRRIGATION CONTROLLER: A PRE-CONSTRUCTION MEETING
SHALL OCCUR WITH THE LANDSCAPE ARCHITECT BEFORE
THE INSTALLATION OR MODIFICATION OF THE IRRIGATION
SYSTEM TO COORDINATE THE FINAL LOCATIONS OF THE
REQUIRED CONTROLLERS. A TOTAL OF THREE RADIOS ARE
REQUIRED (MODEL: FREE WAVE FGR3), WITH 3" OMNI
ANTENNA (MODEL: GSP-TRA9023NP), AND 2 CARTRIDGE: IQ
NETWORK COMMUNICATION CARTDIGE, RS-232 (FOR DIRECT
CONNECT AND RAIO PRIMARY COMMUNICATION & CLIENT
SATELLITES)
C
IRRIGATION SCHEDULE CONTROLLER
Sheet Title:
Drawn:
Date:
Checked:
RevisionDateNo.
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9/22/2024
PC
WYAC Project Number
Sheet Number:
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IRRIGATION PLAN &
LEGEND
LI-1
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SCALE:
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IRRIGATION SYSTEM NOTES:
CONTRACTOR SHALL NOT WILLFULLY INSTALL THE IRRIGATION SYSTEM AS SHOWN ON
THESE DRAWINGS WHEN IT IS OBVIOUS THAT FIELD OBSTRUCTIONS AND/OR
DIFFERENCES IN THE AREA DIMENSIONS EXIST THAT MAY NOT HAVE BEEN
CONSIDERED IN THE SYSTEM ENGINEERING. SUCH OBSTRUCTIONS OR DIFFERENCES
SHALL BE BROUGHT TO THE IMMEDIATE ATTENTION OF THE RESIDENT ENGINEER. IN
THE EVENT THAT THIS NOTIFICATION IS NOT GIVEN, THE CONTRACTOR SHALL ASSUME
FULL RESPONSIBILITY FOR ANY REVISIONS NECESSARY.
NOTES:
1. SEE SHEET LI-4 THROUGH LI-5 FOR IRRIGATION DETAILS.
2. SEE THIS SHEET FOR NOTES AND IRRIGATION LEGEND
1. THE SPRINKLER SYSTEM DESIGN IS BASED ON THE MAXIMUM FLOW DEMAND OF 22 GPM AT THE WATER POINT OF CONNECTION (P.O.C.). THE
IRRIGATION CONTRACTOR SHALL VERIFY WATER PRESSURE PRIOR TO CONSTRUCTION AND SHALL REPORT ANY DIFFERENCES BETWEEN THE
DESIGN WATER PRESSURE AND THE ACTUAL WORKING PRESSURE READING AT THE IRRIGATION P.O.C. TO OWNER'S REPRESENTATIVE.
2. THIS DESIGN IS DIAGRAMMATIC. THESE DRAWINGS ARE INTENDED TO BE A SCHEMATIC REPRESENTATION OF THE FINISHED IRRIGATION SYSTEM.
ALL PIPING, VALVES, ETC. SHOWN WITHIN PAVED AREAS ARE FOR DESIGN CLARIFICATION ONLY AND SHALL BE INSTALLED IN PLANTING AREAS
WHERE POSSIBLE. AVOID ANY CONFLICTS BETWEEN THE IRRIGATION SYSTEM, PLANTING, AND ARCHITECTURAL FEATURES. CONTRACTOR SHALL
MAKE ALL NECESSARY FIELD ADJUSTMENTS TO ACCOMMODATE ACTUAL SITE CONDITIONS.
3. CONTRACTOR TO VERIFY ALL CONDITIONS AND DIMENSIONS SHOWN ON THESE PLANS AT THE SITE PRIOR TO COMMENCEMENT OF WORK.
4. CONTRACTOR SHALL NOT WILLFULLY INSTALL THE IRRIGATION SYSTEM AS SHOWN ON THESE DRAWINGS WHEN IT IS OBVIOUS THAT FIELD
OBSTRUCTIONS AND/OR DIFFERENCES IN THE AREA DIMENSIONS EXIST THAT MAY NOT HAVE BEEN CONSIDERED IN THE SYSTEM ENGINEERING.
SUCH OBSTRUCTIONS OR DIFFERENCES SHALL BE BROUGHT TO THE IMMEDIATE ATTENTION OF THE OWNER'S REPRESENTATIVE. IN THE EVENT
THAT THIS NOTIFICATION IS NOT GIVEN, THE CONTRACTOR SHALL ASSUME FULL RESPONSIBILITY FOR ANY REVISIONS NECESSARY.
5. CONTRACTOR TO COORDINATE SLEEVING UNDER ALL PAVING WITH OTHER TRADES AS NECESSARY. NO TEES OR ELLS SHALL BE INSTALLED
UNDER PAVING. ALL SLEEVES SHALL EXTEND A MINIMUM OF TWENTY-FOUR INCHES (24") BEYOND EDGE OF PAVING. ALL SLEEVING LOCATED
UNDER PAVING SHALL BE TWO (2) TIMES THE OUTSIDE DIAMETER OF THE PIPE TO BE SLEEVED, MINIMUM TWO-INCH (2") DIAMETER. CONTRACTOR
TO INSTALL METALLIC BACKED TAPE ALONG THE ENTIRE LENGTH OF THE SLEEVE, TWELVE INCHES (12") DIRECTLY ABOVE THE SLEEVE. TAPE
SHALL BE MARKED "IRRIGATION" IN TWO INCH (2") CAPITAL LETTERS EVERY THREE FEET ALONG THE TAPE.
6. CONCRETE THRUST BLOCKS SHALL BE USED ON ALL IRRIGATION MAINLINES WHERE CHANGES OF DIRECTION OF FORTY-FIVE (45) DEGREES OR
MORE SHOULD OCCUR.
7. CONTRACTOR SHALL FLUSH ALL MAIN LINES PRIOR TO INSTALLATION OF THE VALVES, AND SHALL FLUSH ALL LATERAL LINES PRIOR TO
INSTALLATION OF THE DRIP TUBING.
8. CONTRACTOR SHALL FINE-TUNE AND ADJUST ALL SPRINKLER SYSTEMS TO ACHIEVE OPTIMUM PERFORMANCE AND COMPLETE COVERAGE. THIS
INCLUDES ADJUSTMENT OF THE FLOW CONTROL STEM AT EACH REMOTE CONTROL VALVE TO OBTAIN THE OPTIMUM OPERATING FLOW /
PRESSURE FOR THAT SYSTEM.
9. COORDINATE IRRIGATION WORK WITH PLANTING PLANS TO AVOID CONFLICTING LOCATIONS BETWEEN PIPING AND PLANT PITS. SPECIMEN TREE
LOCATIONS TAKE PRECEDENCE OVER IRRIGATION PIPING. LOCATE SPECIMEN TREES PRIOR TO TRENCHING FOR IRRIGATION PIPING.
10. ALL LATERAL END RUNS ARE AS PER CONTRACT DOCUMENTS.
11. TRENCH MARKER: ALL DIRECT BURIAL WIRES SHALL BE MARKED WITH A CONTINUOUS RED COLORED TRENCH MARKER TAPE PLACED NINE
INCHES (9") BELOW FINISH GRADE DIRECTLY ABOVE THE BURIED WIRES. MARKER TAPE SHALL BE EQUAL TO "ALAMA TAPE" AS MANUFACTURED BY
PAUL POTTER WARNING TAPE INC. TAPE SHALL BE FOUR INCHES (4") WIDE.
12. IRRIGATION SYSTEMS ARE TO BE INSTALLED AS DESIGNED AND IN ACCORDANCE WITH THE CRITERIA AND APPLICABLE STANDARDS AS OF THE
APPROVED DATE OF THESE PLANS. ALL IRRIGATION SYSTEM COMPONENTS SHALL BE INSTALLED PER LOCAL CODE. CONTRACTORS SHALL
SECURE ALL NECESSARY PERMITS.
13. FOR REMOTE CONTROL VALVE MANIFOLDS, BALL VALVE SIZE SHALL EQUAL THE SIZE OF THE LARGEST REMOTE CONTROL VALVE IN THE
MANIFOLD.
14. PROVIDE PULL BOXES FOR CONTROL WIRING AT ALL CHANGES IN DIRECTION GREATER THAN FORTY-FIVE (45) DEGREES AND WHERE WIRE RUNS
EXCEED THREE HUNDRED FEET (300') IN LENGTH. IN-LINE WIRE SPLICES SHALL BE MADE ONLY IN PULL BOXES, WITH WATERPROOF CONNECTORS.
15. CONTRACTOR SHALL PROVIDE ONE (1) SET OF EXTRA CONTROL WIRES PER MANIFOLD.
16. BACKFILL MATERIAL SHALL BE CLEAN AND FREE OF DEBRIS, ROCKS LARGER THAN ONE INCH (1"), AND OBJECTS WITH SHARP EDGES.
17. CONTRACTOR SHALL INSTALL IN-LINE ANTI-DRAIN VALVES AS WARRANTED BY SITE CONDITIONS TO ALLEVIATE LOW-HEAD DRAINAGE.
18. OHM TESTING REQUIRED FOR ALL WIRE PRIOR TO CONNECTIONS BEING MADE AND BACKFILLING; OHM TESTING TO BE COMPLETED USING A
MEGA OHM TESTER.
19. OPERATING WATER VELOCITY NOT TO EXCEED 5 FEET PER SECOND.
IRRIGATION NOTES:
7-15-25
8-31-26
1 7-17-25 Bid Documents
19-006.02
P.O. Box 231323 Encinitas, CA 92023wyac.com 619.232.4004
7
919 SF14
1"
1,200 SF15
1"
1,019 SF13
1"
23810 SF
1"
221,246 SF
1"
211,246 SF
1"
20974 SF
1"
ID F
ID F
ID F
ID F
ID F
ID F
ID F
ID F
ID F ID F
ID F
ID F
421 SF12
1"
947 SF16
1"
1,125 SF17
1"
1,154 SF18
1"
(OTAY WATER DISTRICT
BUILDING)
SWEET WATER SPRINGS BLVD
USE SLEEVES WHERE PIPES AND
WIRING CROSS PAVING AREAS. USE
SEPARATE SLEEVES FOR PIPES
AND WIRING. (TYP.)
DRAWING IS DIAGRAMMATIC.
INSTALL PIPE, WIRING, VALVES, AND
EQUIPMENT WITHIN PLANTER AREAS
UNLESS NOTED OTHERWISE (TYP.)
SYMBOL MANUFACTURER/MODEL
RAIN BIRD XCZ-100-PRB-R
WIDE FLOW DRIP CONTROL KIT FOR COMMERCIAL
APPLICATIONS. PURPLE CAP DESIGNATES FOR
RECLAIMED WATER, NON-POTABLE USE. 1" PESBR VALVE
AND 1" PRESSURE REGULATING 40PSI BASKET FILTER.
0.3-20 GPM.
RAIN BIRD MDCFPCAP
DRIPLINE FLUSH VALVE PURPLE CAP IN COMPRESSION
FITTING COUPLER. FOR NON-POTABLE WATER USE.
RAIN BIRD OPERIND. PURPLE CAP
DRIP SYSTEM OPERATION INDICATOR, STEM RISES 6"
FOR CLEAR VISIBILITY WHEN DRIP SYSTEM IS CHARGED
TO A MINIMUM OF 20PSI. INCLUDES 16" OF 1/4"
DISTRIBUTION TUBING WITH CONNECTION FITTING
PRE-INSTALLED.
AREA TO RECEIVE DRIPLINE
RAIN BIRD XFS-CV-09-18-NP
XFS-CV NON POTABLE SUB-SURFACE LANDSCAPE
DRIPLINE WITH A HEAVY-DUTY 4.3 PSI CHECK VALVE. 0.9
GPH EMITTERS AT 18" O.C. DRIPLINE LATERALS SPACED
AT 18" APART, W/ EMITTERS OFFSET FOR TRIANGULAR
PATTERN. SPECIFY XF INSERT FITTINGS.
SYMBOL MANUFACTURER/MODEL/DESCRIPTION
RAIN BIRD PESBR-PRS-D
1", 1-1/2", 2" DURABLE CHLORINE-RESISTANT VALVES FOR
RECLAIMED WATER APPLICATIONS. WITH SCRUBBER
MECHANISM TECHNOLOGY, PURPLE FLOW CONTROL
HANDLE, AND PRESSURE REGULATOR MODULE.
BALL VALVE WITH PURPLE HANDLE
SPEARS PVC COMPACT 2000 BALL VALVE SIZE PER THE
LARGEST REMOTE CONTROL VALVE IN THE MANIFOLD.
IRRIGATION LATERAL LINE: PVC SCHEDULE 40 (PURPLE PIPE)
IRRIGATION MAINLINE: PVC SCHEDULE 40 (PURPLE PIPE)
PIPE SLEEVE: PVC CLASS 200 SDR 21
F
ID
Valve Number
Valve Size
Valve Flow
Valve Callout
##
#"
IRRIGATION SCHEDULE
SYMBOL MANUFACTURER/MODEL/DESCRIPTION
IRRIGATION CONTROLLER: A PRE-CONSTRUCTION MEETING
SHALL OCCUR WITH THE LANDSCAPE ARCHITECT BEFORE
THE INSTALLATION OR MODIFICATION OF THE IRRIGATION
SYSTEM TO COORDINATE THE FINAL LOCATIONS OF THE
REQUIRED CONTROLLERS. A TOTAL OF THREE RADIOS ARE
REQUIRED (MODEL: FREE WAVE FGR3), WITH 3" OMNI
ANTENNA (MODEL: GSP-TRA9023NP), AND 2 CARTRIDGE: IQ
NETWORK COMMUNICATION CARTDIGE, RS-232 (FOR DIRECT
CONNECT AND RAIO PRIMARY COMMUNICATION & CLIENT
SATELLITES)
C
IRRIGATION SCHEDULE CONTROLLER
Sheet Title:
Drawn:
Date:
Checked:
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PC
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IRRIGATION PLAN &
LEGEND
LI-20
SCALE:
feet204060
1" = 20'
PH
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IRRIGATION SYSTEM NOTES:
CONTRACTOR SHALL NOT WILLFULLY INSTALL THE IRRIGATION SYSTEM AS SHOWN ON
THESE DRAWINGS WHEN IT IS OBVIOUS THAT FIELD OBSTRUCTIONS AND/OR
DIFFERENCES IN THE AREA DIMENSIONS EXIST THAT MAY NOT HAVE BEEN
CONSIDERED IN THE SYSTEM ENGINEERING. SUCH OBSTRUCTIONS OR DIFFERENCES
SHALL BE BROUGHT TO THE IMMEDIATE ATTENTION OF THE RESIDENT ENGINEER. IN
THE EVENT THAT THIS NOTIFICATION IS NOT GIVEN, THE CONTRACTOR SHALL ASSUME
FULL RESPONSIBILITY FOR ANY REVISIONS NECESSARY.
NOTES:
1. SEE SHEET LI-4 THROUGH LI-5 FOR IRRIGATION DETAILS.
2. SEE THIS SHEET FOR NOTES AND IRRIGATION LEGEND
7-15-25
8-31-26
1 7-17-25 Bid Documents
19-006.02
P.O. Box 231323 Encinitas, CA 92023wyac.com 619.232.4004
8
919 SF14
1"
1,200 SF15
1"
23810 SF
1"
221,246 SF
1"
211,246 SF
1"
289
1"
881 SF33
1"
850 SF32
1"731
1"
3 GPM33
1"
ID F ID F
ID F
ID F
ID F
ID F
ID F
ID F
ID F
ID F
947 SF 1,125 SF17
1"
1,154 SF18
1"
SWEET WATER SPRINGS BLVD
SWEET WATER SPRINGS BLVD
1,152 SF24
1"
853 SF25
1"
27612 SF
1"
26818 SF
1"
SYMBOL MANUFACTURER/MODEL
RAIN BIRD XCZ-100-PRB-R
WIDE FLOW DRIP CONTROL KIT FOR COMMERCIAL
APPLICATIONS. PURPLE CAP DESIGNATES FOR
RECLAIMED WATER, NON-POTABLE USE. 1" PESBR VALVE
AND 1" PRESSURE REGULATING 40PSI BASKET FILTER.
0.3-20 GPM.
RAIN BIRD MDCFPCAP
DRIPLINE FLUSH VALVE PURPLE CAP IN COMPRESSION
FITTING COUPLER. FOR NON-POTABLE WATER USE.
RAIN BIRD OPERIND. PURPLE CAP
DRIP SYSTEM OPERATION INDICATOR, STEM RISES 6"
FOR CLEAR VISIBILITY WHEN DRIP SYSTEM IS CHARGED
TO A MINIMUM OF 20PSI. INCLUDES 16" OF 1/4"
DISTRIBUTION TUBING WITH CONNECTION FITTING
PRE-INSTALLED.
AREA TO RECEIVE DRIPLINE
RAIN BIRD XFS-CV-09-18-NP
XFS-CV NON POTABLE SUB-SURFACE LANDSCAPE
DRIPLINE WITH A HEAVY-DUTY 4.3 PSI CHECK VALVE. 0.9
GPH EMITTERS AT 18" O.C. DRIPLINE LATERALS SPACED
AT 18" APART, W/ EMITTERS OFFSET FOR TRIANGULAR
PATTERN. SPECIFY XF INSERT FITTINGS.
F
ID
IRRIGATION SCHEDULE
309
1"
ID F
USE SLEEVES WHERE PIPES AND
WIRING CROSS PAVING AREAS. USE
SEPARATE SLEEVES FOR PIPES
AND WIRING. (TYP.)
DRAWING IS DIAGRAMMATIC.
INSTALL PIPE, WIRING, VALVES, AND
EQUIPMENT WITHIN PLANTER AREAS
UNLESS NOTED OTHERWISE (TYP.)
S
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291,130 SF
1"
SYMBOL MANUFACTURER/MODEL/DESCRIPTION
RAIN BIRD PESBR-PRS-D
1", 1-1/2", 2" DURABLE CHLORINE-RESISTANT VALVES FOR
RECLAIMED WATER APPLICATIONS. WITH SCRUBBER
MECHANISM TECHNOLOGY, PURPLE FLOW CONTROL
HANDLE, AND PRESSURE REGULATOR MODULE.
BALL VALVE WITH PURPLE HANDLE
SPEARS PVC COMPACT 2000 BALL VALVE SIZE PER THE
LARGEST REMOTE CONTROL VALVE IN THE MANIFOLD.
IRRIGATION LATERAL LINE: PVC SCHEDULE 40 (PURPLE PIPE)
IRRIGATION MAINLINE: PVC SCHEDULE 40 (PURPLE PIPE)
PIPE SLEEVE: PVC CLASS 200 SDR 21
Valve Number
Valve Size
Valve Flow
Valve Callout
##
#"
Sheet Title:
Drawn:
Date:
Checked:
RevisionDateNo.
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IRRIGATION PLAN &
LEGEND
LI-30
SCALE:
feet204060
1" = 20'
PH
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IRRIGATION SYSTEM NOTES:
CONTRACTOR SHALL NOT WILLFULLY INSTALL THE IRRIGATION SYSTEM AS SHOWN ON
THESE DRAWINGS WHEN IT IS OBVIOUS THAT FIELD OBSTRUCTIONS AND/OR
DIFFERENCES IN THE AREA DIMENSIONS EXIST THAT MAY NOT HAVE BEEN
CONSIDERED IN THE SYSTEM ENGINEERING. SUCH OBSTRUCTIONS OR DIFFERENCES
SHALL BE BROUGHT TO THE IMMEDIATE ATTENTION OF THE RESIDENT ENGINEER. IN
THE EVENT THAT THIS NOTIFICATION IS NOT GIVEN, THE CONTRACTOR SHALL ASSUME
FULL RESPONSIBILITY FOR ANY REVISIONS NECESSARY.
NOTES:
1. SEE SHEET LI-4 THROUGH LI-5 FOR IRRIGATION DETAILS.
2. SEE THIS SHEET FOR NOTES AND IRRIGATION LEGEND
7-15-25
8-31-26
1 7-17-25 Bid Documents
19-006.02
P.O. Box 231323 Encinitas, CA 92023wyac.com 619.232.4004
9
Sheet Title:
Drawn:
Date:
Checked:
RevisionDateNo.
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PC
WYAC Project Number
Sheet Number:
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IRRIGATION DETAILS
LI-4
NOTES:
1. BACKFLOW PREVENTER ASSEMBLY SHALL BE TESTED UPON INSTALLATION BY A
CERTIFIED BACKFLOW DEVICE TESTER. CONTRACTOR SHALL PROVIDE THE OWNER'S
REPRESENTATIVE WITH WRITTEN TEST RESULTS COMPLETED BY A CERTIFIED
BACKFLOW TESTER PRIOR TO BACKFLOW PREVENTER ASSEMBLY'S ACCEPTANCE BY
THE OWNER'S REPRESENTATIVE.
2. ALL METAL IN CONTACT WITH CONCRETE SHALL BE POLYETHYLENE WRAPPED USING
TWO-INCH (2") WIDE PLASTIC BACKED ADHESIVE TAPE, MINIMUM EIGHT (8) MILS. THICK
WITH ONE-HALF INCH (1/2") OVERLAP.
3. FINISH SURFACE OF CONCRETE PAD SHALL BE TWO-INCHES (2") ABOVE
SURROUNDING FINISH GRADE WITHIN LANDSCAPE AREAS, OR FLUSH WITH FINISH
GRADE IN TURF AREAS. CONCRETE PAD SHALL BE FOUR-INCHES (4") THICK AND
EIGHTEEN-INCHES (18") WIDE MINIMUM, AND SHALL BE 520-C-2500 GRADE. CONCRETE
PAD SHALL BE LOCATED, STAKED, AND APPROVED BY OWNER'S REPRESENTATIVE
BEFORE CONCRETE IS POURED.
4. FACTORY ASSEMBLED REDUCED PRESSURE PRINCIPLE ASSEMBLY SHALL BE
INCLUDED IN THE LATEST EDITION OF THE "APPROVED FOR SERVICE ISOLATION IN
CALIFORNIA PUBLIC WATER SYSTEMS" ISSUED BY THE STATE OF CALIFORNIA
DEPARTMENT OF HEALTH SERVICES, OFFICE OF DRINKING WATER.
5. PRESSURE REGULATOR AND WYE STRAINER SHALL BE LOCATED DOWNSTREAM OF
THE #2 SHUT-OFF VALVE.
6. PRESSURE REGULATOR SHALL BE INSTALLED UPSTREAM OF THE BACKFLOW
PREVENTER ASSEMBLY WHEN WATER PRESSURE EXCEEDS BACKFLOW PREVENTER
ASSEMBLY INLET RATING.
7. LOCATE BACKFLOW PREVENTER ASSEMBLY AS CLOSE TO WATER METER AS
PRACTICAL, AS APPROVED BY THE AGENCY.
8. ALL RISERS, ELBOWS, AND UNDERGROUND PIPING UPSTREAM OF BACKFLOW
PREVENTER ASSEMBLY SHALL BE COPPER . BRASS UNIONS ARE ACCEPTABLE.
9. PROVIDE REINFORCED STEEL SUPPORT SADDLE AT MIDPOINT OF VALVE MANIFOLD.
ANCHOR SADDLE IN CONCRETE PAD.
SEE NOTE NUMBER 8
BELOW
MI
N
.
12
"18
"
MA
X
.
ALL
SIDES
8"
A BACKFLOW PREVENTER
ASSEMBLY
N.T.S.
SECTION
FLOW
COPPER PIPING FROM
WATER METER
THRUST BLOCK,
480-C-2000,
1 CU. FT. CONCRETE MIN.
THRUST BLOCK,
480-C-2000,
1 CU. FT. CONCRETE
MIN.
#1 SHUT-OFF
VALVE
CONCRETE PAD, 2%
MIN. SLOPE. SEE NOTE
NUMBER 3 BELOW
BACKFLOW PREV.
CAGE
PRESSURE
REGULATOR
COPPER NIPPLE, TYP.
COPPER ELLS, TYP.
UNION, TYP.
COPPER RISER,
LENGTH AS REQ'D.
FINISH GRADE
COMPACTED
SUB-GRADE
PVC PIPE (MAINLINE)
ADAPTER(S)
COPPER NIPPLE, 8"
MIN.
WYE STRAINER
#2 SHUT-OFF VALVE
REDUCED PRESSURE
BACKFLOW PREVENTER
ASSEMBLY
9"8"8"9"6"15"
PE
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6"15"
1
-
1
/
2
"
B BACKFLOW PREVENTER CAGE N.T.S.
SECTION
6" x 4" x 1/8" STEEL PLATES (2) WITH HOLES
FOR PADLOCK
STAINLESS STEEL FRAME AND CAGE, SEE
SCHEDULE STAINLESS STEEL BAR HINGE
PIPE SLEEVE IN PAD OPENING
TO HAVE A 1-1/2" LARGER DIA.
THAN PIPE
CONCRETE PAD, 2% SLOPE TO DRAIN
PIPE SLEEVE, 1-1/2" LARGER DIA.
THAN PIPE SIZE
1/4" ANCHOR BOLTS POURED-IN-PLACE TYP. FOUR
CORNERS
COMPACTED SUB-GRADE (TYP. THROUGHOUT BASE)
4"
1/2" ABOVE FINISH
GRADE IN TURF AREAS,
2" IN SHRUB AND GROUND
COVER AREAS
SEE SPECIFICATIONS FOR
PIPE DEPTHS
PVC SCHEDULE 80 S X T
ADAPTER
ONE CUBIC FOOT
CONCRETE FOOTING
UNMORTARED BRICK
SUPPORTS (4 MIN)
PVC SCHEDULE 80 NIPPLE
(TYP.)
CONTINUE STRAIGHT AT
VALVE MANIFOLDS
PVC SCHEDULE 80 FITTING
(TYP.)
UNDISTURBED OR 90%
COMPACTED SUBGRADE
1
2
3
9
10
11
4
5
6
7
12
14
13
3
8 4
5
6
7
8
9
10
11
12
13
14
-
-
-
-
-
-
-
-
-
-
-
-
G BALL VALVE N.T.S.
SECTION
VALVE BOX WITH LOCKING
COVER, PER SPECIFICATIONS
1
2
-
-
PVC SCHEDULE 80 UNION
BALL VALVE
FINISH GRADE
6" DEEP PEA GRAVEL SUMP
FINISH GRADE
ELECTRIC REMOTE CONTROL VALVE
WATERPROOF WIRE CONNECTORS
VALVE BOX WITH COVER
2"
MI
N
.
3"
PVC SCHEDULE 80
S X T ADAPTER
UNMORTARED
BRICK SUPPORTS
(ALL AROUND)
UNDISTURBED OR
90% COMPACTED
SUBGRADE
PVC SCHEDULE 80
UNION
PVC SCHEDULE 80
NIPPLE (TYP.)
PVC SCHEDULE 80
FITTING (TYP.)
2' LONG WIRE
EXPANSION LOOPS
6" DEEP PEA
GRAVEL SUMP
SEE SPECS
FOR PIPE DEPTHS
1
2
3
4
9
10
11
5
5
6
7
8
12
13
14
15
-
-
-
-
2
3
4 1/2" ABOVE FINISH GRADE IN TURF AREAS,
2" IN SHRUB AND GROUND COVER AREAS
5
-
-
-
-
-
-
-
-
-
-
-
6
7
8
9
10
11
12
13
14
15
H REMOTE CONTROL VALVE N.T.S.
SECTION
PVC LATERAL LINE
1
4
3
2
SWING JOINT ASSEMBLY
PLAN VIEW
J POP-UP BUBBLER HEAD N.T.S.
SECTION
1
9
10
7
6
7
8
6
5
1 - POP-UP BUBBLER HEAD
2 - 2" IN SHRUB AREAS
3 - FINISH GRADE
4 - PVC SCHEDULE 80 NIPPLE (3" MIN.)
5 - THREADED ELL (FIPT X FIPT)
6 - PVC SCHEDULE 40 STREET ELL
7 - PVC SCHEDULE 80 NIPPLE
8 - ANTI-DRAIN VALVE (HUNTER "HCV" IF
NOT FACTORY INSTALLED IN SPRINKLER)
9 - PVC SCHEDULE 40 THREADED ELL OR
THREADED TEE (SLIP X FIPT)
10 - PVC LATERAL LINE (SEE
SPECIFICATIONS FOR PIPE DEPTH)
NOTE:
ALL CONNECTIONS ARE TO BE TEFLON
TAPED. NO MARLEX STREET ELLS.
I QUICK COUPLING VALVE
POTABLE
N.T.S.
SECTION AND PARTIAL PLAN
FLUSH IN TURF AREAS,
2" IN SHRUB AND GROUND
COVER AREAS
VALVE BOX WITH COVER (SEE
SPECIFICATIONS)
5
4
3
2
3-
-
1
2
-
1
2"
10
7
8
9
11
19
7
FINISH GRADE
-
-
6
4
1" QUICK COUPLING VALVE (SEE
LEGEND AND SPECIFICATIONS)
UNMORTARED BRICK
SUPPORTS (2 MIN.)
12
12
14
12
15
14
MAINLINE CONNECTION - PLAN
MAINLINE CONNECTION - SECTION SECTION
14
12
16
17
16
18
17
RED BRASS COUPLING,
EXTEND 1/2" ABOVE TOP
OF CONCRETE THRUST
BLOCK
9 -
RED BRASS NIPPLE,
LENGTH AS REQUIRED
10 -
6
PEA GRAVEL SUMP, 6"
DEPTH
13
11 UNDISTURBED OR 90%
COMPACTED
SUBGRADE
-
13 ONE CUBIC FOOT
CONCRETE
THRUST BLOCK
-
RED BRASS ELL12-
RED BRASS NIPPLE,
8" LENGTH MIN.
14 -
RED BRASS STREET ELL15-
PVC ELL OR TEE ON
MAINLINE PIPE
16 -
PVC IRRIGATION
MAINLINE PIPE
17 -
SCHEDULE 80 PVC
NIPPLE, 2" LENGTH MIN.
18 -
6" MIN. TO 18" MAX. FROM
EDGE OF CURBS, WALKS,
ETC.
19 -
8 -RED BRASS NIPPLE, 6"
LENGTH MIN.
SEE SPECIFICATIONS FOR
PIPE DEPTHS
5 -
-
14 SEE SPECS. FOR DEPTHS
PVC PRESSURE PIPE7-
UNDISTURBED / COMPACTEDCONTROL WIRES, BUNDLE & TAPE
1
(SEE SPECS.)
SOLENOID
UNION
CONNECTORS (SEE SPECS.)
(W/ 4 FT. MIN. EXTRA WIRE)
VALVE BOX (SEE SPECS.)
WATERPROOF WIRE SPLICE
5
6
-
-
4 -
3 -
2 -
-
11
7
8
2" IN GROUNDCOVER)
BRICK OR CONCRETE SUPPORTS
1 CU. FT. MIN. PEE GRAVEL
PVC SCH 40 FEMALE ADAPTER
FINISH GRADE (FLUSH IN TURF,
12
11
13 -
-
-
-
10
9
-
-
SHORT RED BRASS NIPPLE
13
-
2"
M
I
N
.
5 12
10
4
88
2
1
3 6
9
7
14
REMOTE CONTROL VALVE
(SEE SPECS.)
SUB-GRADE
TYP.
D MASTER CONTROL VALVE
POTABLE
N.T.S.
SECTION
A-2
1'-6"1'-6"1'-6"
QC
KEYNOTES LEGEND:
1 PRESSURE SUPPLY LINE (MAINLINE).
2 ISOLATION VALVE.
3 QUICK COUPLER VALVE.
4 HEAT BRAND ALL VALVES.
5 REMOTE CONTROL VALVE.
6 LATERAL PIPE (TYP).
7 MANIFOLD PIPE.
1
2 3
2
4
555
4
FLOW7
GENERAL NOTES:
1. ALL MANIFOLD AND ISOLATION VALVE PIPING TO BE
SAME SIZE AS THE LARGEST SIZE LATERAL LINE ON
ANY REMOTE CONTROL VALVE IN THE MANIFOLD.
2. EACH MANIFOLD SHALL HAVE A MINIMUM OF 15 FEET
SEPARATION.
3. ALL MANIFOLDS ARE TO BE INSTALLED IN PLANTER
AREAS, UNLESS NOTED OTHERWISE.
E MANIFOLD CONFIGURATION N.T.S.
PLAN
FL
O
W
A-3 A-1
6
1'-0"
PAVING OR OTHER HARDSCAPE
BV BV
2
10 x PIPE DIA.
MAINLINE
EXTENSION
RED BLACK
BLACK RED
5 x PIPE DIA.
FINISH GRADE
JUMBO BOX
EXTENSION
F FLOW SENSOR INSTALLATION
POTABLE WATER
N.T.S.
SECTION
FLOW SENSOR
PEA GRAVEL DRAIN SUMP 30"
MIN. DIA. x 6" MIN. DEEP
1" IN TURF AREAS 2" IN
SHRUB AREAS
JUMBO PURPLE PLASTIC
VALVE BOX W/ 2-6"
EXTENSIONS AND
LOCKING COVER,
AMETEK OR EQUAL
WATERPROOF
CONNECTIONS
TWO (2) CONDUCTOR SHIELDED CABLE
CONNECTION TO TRANSMITTER
8
5
7 7
8
4
1
3
2
SWING JOINT ASSEMBLY
PLAN VIEW
6
9
K POP-UP SPRAY HEAD
POTABLE
SCALE: N.T.S.
SECTION
10
11
1 - 3" MINIMUM, 6" MAXIMUM, 18" AT
BUILDING WALLS
2 - POP-UP SPRAY HEAD
3 - FLUSH IN TURF AREAS,
2" IN SHRUB AREAS
4 - FINISH GRADE
5 - PVC SCHEDULE 80 NIPPLE
(3" MIN.)
6 - THREADED ELL (FIPT X FIPT)
7 - PVC SCHEDULE 40 STREET ELL
8 - PVC SCHEDULE 80 NIPPLE
9 - ANTI-DRAIN VALVE (HUNTER
"HCV" IF NOT FACTORY
INSTALLED IN SPRINKLER)
10 - PVC SCHEDULE 40 ELL OR TEE
11 - PVC LATERAL LINE (SEE
SPECIFICATIONS FOR PIPE
DEPTH)
NOTE:
ALL CONNECTIONS ARE TO BE TEFLON
TAPED. NO MARLEX STREET ELLS.
8"
\"
1"
CONTROLLER BEYOND
120V SERVICE
QUICKPAD MOUNTING PAD-STRONG BOX V.I.T.
8' COPPER GROUND ROD (SET
PLUMB)
CONDUIT FOR 1-1/4" CABLE
CONDUIT FOR CONTROLLER
CABLE
C CONTROLLER ASSEMBLY
PEDESTAL MOUNT
N.T.S.
SECTION
CONTROLLER ENCLOSURE
NOTE:
1. LABEL IRRIGATION CONTROLLER WITH "DO NOT DRINK SIGN" DECAL
PER WM-08
2. INSTALL PER MANUFACTURER'S DETAILS AND SPECIFICATIONS.
RAIN-SENSING DEVICE IN
STAINLESS STEEL,
VANDAL-RESISTANT
ENCLOSURE
90^ SWEEP ELLS (TYP.)
CLR.
ALL
SIDES
SLOPE TO DRAIN, ALL SIDES
7-15-25
8-31-26
1 7-17-25 Bid Documents
19-006.02
P.O. Box 231323 Encinitas, CA 92023wyac.com 619.232.4004
10
Sheet Title:
Drawn:
Date:
Checked:
RevisionDateNo.
RR
9/22/2024
PC
WYAC Project Number
Sheet Number:
OT
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IRRIGATION DETAILS
LI-5
TECHLINE 3/4"
MALE ADAPTER
PVC TEE (SxSxT)
EXHAUST HEADER: 3/4"
SCH 40 PVC PIPING
TECHLINE CV
TUBING
O TECHLINE CV START CONNECTION
(FOR EXHAUST HEADERS - PVC TO TEE)
N.T.S.
ELEVATION
FINISH GRADE
TECHLINE TEE
TECHLINE TUBING
PVC TEE (SxSxT)
BLANK TECHLINE
TUBING
TECHLINE 3/4"
MALE ADAPTER
3"- 4"
P TECHLINE START CONNECTION
(FOR SUPPLY HEADERS - PVC TO TEE)
SCALE: N.T.S.
SECTION
12" MIN. TO TOP
OF PVC PIPE
SUPPLY HEADER:
3/4" SCH 40 PVC PIPING
LEGEND:
1. SLIP BASE SOCKET OVER END OF WIRES.
2. CLEANLY STRIP WIRES APPROXIMATELY 5/8" FROM END.
3. PUT CRIMP SLEEVE OVER WIRE ENDS - CRIMP SLEEVES AND CUT OFF
EXCESS.
4. APPLY SEALER TO INSIDE OF SEALING PLUG - FILL CAVITY WITH
SEALER.
5. PULL BASE SOCKET BACK OVER END OF WIRES AS FAR AS POSSIBLE.
6. PUSH SEALING PLUG INTO BASE SOCKET.
7. PUSH WIRES TO END OF BASE SOCKET TO ASSURE COMPLETE SEALING
OF CONNECTION.
8. USE DRI-SPLICE MFG. BY SPEARS, OR APPROVED EQUAL.
56
8 7
11
2
34
S WIRE CONNECTOR
POTABLE
SCALE: N.T.S.
T PIPE TRENCHING
POTABLE WATER
N.T.S.
SECTION
4"
2"
6"6"
.
PRESSURIZED MAINLINE:
-24" IN OPEN AREAS
LATERAL LINE:
-15" IN OPEN AREAS
CONTROL WIRE:
-24" IN OPEN AREAS
HORIZONTALLY PARALLEL WITH
MAINLINE
1 UNDISTURBED SOIL
2 NATIVE BACKFILL AT 95% RELATIVE
COMPACTION, FREE OF ROCK AND
DEBRIS
3 CLEAN SAND COMPACTED TO 70%
RELATIVE DENSITY
4 3" WIDE TRENCH MARKER TAPE (2)
5 PVC PIPE
6 FINISH GRADE
1
2
3
4
5
NOTE:
EXCAVATE TRENCHES WIDE ENOUGH TO ALLOW A MINIMUM OF 6 INCHES BETWEEN
PARALLEL PIPE LINES AND 8 INCHES FROM LINES OF OTHER TRADES. DO NOT
INSTALL IRRIGATION LINES DIRECTLY PARALLEL OR VERTICALLY OVER ONE
ANOTHER. MAINTAIN 3 INCHES VERTICAL CLEARANCE BETWEEN IRRIGATION LINES.
6
12"
4
U PIPE SLEEVING
POTABLE WATER
N.T.S.
SECTION
4"
2"
6"6"
.
PRESSURIZED MAINLINE:
-24" IN OPEN AREAS
-36" UNDER PAVEMENT BASE
LATERAL LINE:
-15" IN OPEN AREAS
-24" UNDER PAVEMENT BASE
CONTROL WIRE IN SLEEVE:
-24" IN OPEN AREAS
-36" UNDER PAVEMENT BASE
HORIZONTALLY PARALLEL WITH
MAINLINE
1 PAVEMENT
2 AGGREGATE COURSE BASE
3 UNDISTURBED SOIL
4 BACKFILL AT 95% RELATIVE
COMPACTION, FREE OF ROCK AND
DEBRIS
5 CLEAN SAND COMPACTED TO 70%
RELATIVE DENSITY
6 3" WIDE TRENCH MARKER TAPE (2)
7 PVC PIPE, SLEEVED UNDER
PAVEMENT
1
2
3
4
6
5
7
NOTE:
1. PIPE UNDER PAVEMENT SHALL
BE INSTALLED IN A SCH 40 PVC
SLEEVE, TWICE THE DIAMETER
OF THE PIPE (4" MIN.) AND
EXTEND 12" BEYOND THE
PAVEMENT ON EITHER SIDE.
2. ALL MAINLINE SLEEVES MUST
END IN A SOFT WORKABLE
LANDSCAPE AREA AND EXTEND
12" FROM BACK OF
CURB/HARDSCAPE EDGES.
6
12"
FINISH GRADE OF SOIL
SUB GRADE
TECHLINE CV LATERALS BURIED
18"TECHLINE CV LATERAL
SPACING
V TECHLINE CV SUBGRADE
INSTALLATION
SCALE: N.T.S
SECTION
3" - 4" BELOW FINISH GRADE OF
SOIL
FINISH GRADE OF BARK MULCH
BARK MULCH
TECHLINE CV LATERAL (TYP.)
M TECHLINE HCVXR CENTER FEED LAYOUT SCALE: N.T.S.
SECTION
REMOTE CONTROL VALVE WITH
DISC FILTER AND PRV
AREA PERIMETER
PERIMETER LATERALS 2"
TO 4" FROM EDGE
Techline® HCVXR DRIPLINE
SEE IRRIGATION LEGEND FOR ROW
SPACING
PVC OR POLY EXHAUST HEADER
PVC OR POLY SUPPLY HEADER
Techline® START CONNECTION
PVC OR POLY EXHAUST HEADER
NOTE:
1. RECOMMENDED MINIMUM FILTRATION:
120 MESH
2. PRESSURE AT FLUSH VALVE SHALL BE
MIN 21.8 PSI
3. HIGH CHECK VALVE (MAX 8.5' OF
WATER (ELEVATION CHANGE))
4. REFER TO MAXIMUM LENGTH OF A
SINGLE LATERAL CHART
N TECHLINE HCVXR IRREGULAR AREAS SCALE: N.T.S.
SECTION
Techline® START CONNECTION
AREA PERIMETER
Techline® HCVXR DRIPLINE
REMOTE CONTROL VALVE
WITH DISC FILTER AND PRV
PVC OR POLY SUPPLY HEADER
Techline® TEE
EXHAUST HEADER PVC OR POLY
PERIMETER LATERALS 2"
TO 4" FROM EDGE
SEE IRRIGATION LEGEND
FOR SPACING
NOTE:
1. RECOMMENDED MINIMUM FILTRATION:
120 MESH
2. PRESSURE AT FLUSH VALVE SHALL BE
MIN 21.8 PSI
3. HIGH CHECK VALVE (MAX 8.5' OF
WATER (ELEVATION CHANGE))
4. REFER TO MAXIMUM LENGTH OF A
SINGLE LATERAL CHART
R ECO INDICATOR - SWING JOINT SCALE: N.T.S.
SECTION
1
2
3
4
5
1
2
LEGEND:
ECO INDICATOR
3
4 PVC LATERAL PIPE
FINISHED GRADE
ADJACENT MULCH
5 SWING JOINT
L LOW FLOW CONTROL ZONE ASSEMBLY SCALE: N.T.S.
SECTION
W GATE VALVE N.T.S.
SECTION
UNDISTURBED OR 90%
COMPACTED SUBGRADE
PVC SCHEDULE 80 FITTING
(TYP.)
CONTINUE STRAIGHT AT
VALVE MANIFOLDS
PVC SCHEDULE 80
NIPPLE (TYP.)
UNMORTARED BRICK
SUPPORTS (4 MIN)
ONE CUBIC FOOT
CONCRETE FOOTING
PVC SCHEDULE 80 S X
T ADAPTER
SEE DETAILS AND
SPECIFICATIONS FOR
PIPE DEPTHS
1/2" ABOVE FINISH
GRADE IN TURF AREAS,
2" IN SHRUB AND GROUND
COVER AREAS
VALVE BOX WITH
LOCKING COVER, PER
SPECIFICATIONS
5
7
6
4
13
14
12
14 -
13 -
12 -
11 -
10 -
9 -
8 -
1
2
3
2
9
10
11
7 -
6 -
5 -
4 -
3 -
-
1 -
8
6" DEEP PEA GRAVEL
SUMP
FINISH GRADE
GATE VALVE
PVC SCHEDULE 80 UNION
NOTE:
1. ALLOW A MINIMUM OF 6-INCHES OF DRIPLINE TUBING IN VALVE BOX IN ORDER
TO DIRECT FLUSHED WATER OUTSIDE VALVE BOX.
1 -
2 -
3 -
4 -
5 -
6 -
7 -
FINISH GRADE
FLUSH CAP FOR EASY FIT
COMPRESSION FITTINGS:
POTABLE:RAIN BIRD MDCFCAP
NON-POTABLE: RAIN BIRD
EASY FIT COUPLING:
RAIN BIRD MDCFCOUP
SUBTERRANEAN EMITTER BOX:
RAIN BIRD SEB 7XB W/ LOCKING LID
SUB-SURFACE DRIPLINE:
RAIN BIRD XF SERIES DRIPLINE
POTABLE: XFS DRIPLINE
NON-POTABLE: XFSP DRIPLINE
3-INCH MINIMUM DEPTH OF
3/8-INCH WASHED GRAVEL
BRICK (1 OF 2)
MDCFPCAP
1 2 3 4 5
6 7
Q DRIPLINE FLUSH POINT
XFS SUBGRADE
N.T.S.
SECTION
7-15-25
8-31-26
1 7-17-25 Bid Documents
19-006.02
P.O. Box 231323 Encinitas, CA 92023wyac.com 619.232.4004
11
TREES CODE BOTANICAL / COMMON NAME SIZE QTY
ACA STE ACACIA STENOPHYLLA 24" BOX 46
SHOESTRING ACACIA (STD.)
EUP COT EUPHORBIA COTINIFOLIA 24" BOX 10
SMOKE TREE (LOW BRANCH)
HES FOR HESPEROCYPARIS FORBESII 24" BOX 16
TECATE CYPRESS
LYO FLO LYONOTHAMNUS FLORIBUNDUS 24" BOX 9
FERNLEAF CATALINA IRONWWOD (STD.)
SHRUBS CODE BOTANICAL / COMMON NAME SIZE QTY
AGA AGAVE ATTENUATA 1 GAL.207
FOX TAIL AGAVE
AGA DES AGAVE DESMETTIANA 'VARIEGATA'17
VARIAGATED DWRF SMOOTH AGAVE
AP AGAVE PARRYI 1 GAL.107
PARRY'S AGAVE
AGA VIC AGAVE VICTORIAE-REGINAE SUBSP. 1 GAL.74
QUEEN VICTORIA AGAVE
AN ANIGOZANTHOS 1 GAL.51
KANGAROO PAW
CEA CEANOTHUS THYRSIFLORUS VAR. GRISEUS 1 GAL.18
YANKEE POINT
CHO ELE CHONDROPETALUM ELEPHANTINUM 1 GAL.7
LARGE CAPE RUSH
CRA ARB CRASSULA ARBORESECENS 'UNDULATIFOLIA'1 GAL.404
RIPPLE JADE
OVU CRASSULA OVUTA 'HOBBIT' 1 GAL.241
HOBBIT JADE
DIA REV DIANELLA REVOLUTA 'LITTLE REV'1 GAL.44
DIANELLA LITTLE REV
DIA VAR DIANELLA TASMANICA 'VAREGATA' 1 GAL.50
VARIEGATED TASMAN FLAX LILY
DUD DUDLEYA PULVERULENTA 1 GAL.94
CHALK DUDLEYA
ECH CAN ECHIUM CANDICANS FASTUOSUM 1 GAL.15
PRIDE OF MADEIRA
ERI CON ERIOPHULLUM CONFERTIFLORUM 1 GAL.53
GOLDEN YARROW
FES GLA FESTUCA GLAUCA 'ELIJAH BLUE'1 GAL.32
ELIJAH BLUE FESCUE
HES PAR HESPERALOE PARVIFLORA 1 GAL.36
HESPERALO
HES DSK HESPERALOE PARVIFLORA 1 GAL.18
DESERT DUSK
IMP CYL IMPERTA CYLINDRICA 1 GAL.190
JAPANESE BLOOD GRASS
JUN CAL JUNIPERUS CALIFORNICA 1 GAL.16
CALIFORNIA JUNIPER
MIM SAN MIMULUS RUTILUS, 'SANTA SUSANA'1 GAL.227
SANTA SUSANA MONKEY FLOWER
MUH LEN MUHLENBERGIA CAPILLARIS 1 GAL.6
PINK MUHLY GRASS
OPU OPUNTIA FICUS - INDICA 1 GAL.28
PRICKLY PEAR
RUE RUELLIA PENINSULARIS 1 GAL 207
DESERT RUELLIA
SAL LEU SALVIA LEUCANTHA 'MIDNIGHT'1 GAL.17
MEXICAN SAGE
MAC UNG SALVIA SONOMENSIS X SALVIA CLEVELANDII 1 GAL.211
GRACIA SAGE
VER TEN VERBENA TENUSECTA 1 GAL.86
MOSS VERBENA
WES FRU WESTRINGIA FRUTICOSA 'GREY BOX'1 GAL.187
COAST RESEMARY
YUC FIL YUCCA FILAMENTOSA 'COLOR GUARD'1 GAL.5
COLOR GUARD YUCCA
YUC SCH YUCCA SCHIDIGERA 1 GAL.123
MOHAVE YUCCA
YUC HES YUCCA WHIPPLEI (HESPEROYUCCA W.)1 GAL.5
OUR LORD'S CANDLE
AG
YW
ECH
HES
YUC
DSK
DES
RUE
REV
PLANT SCHEDULE
AG
YW
ECH
HES
ECH
ECH
ECH
ECH
ECH
ECH
ECH
ECH
ECH
ECH
ECH
ECH
ECH
HES
HES
HES
AG
AG
AG
AG
AG
AG
AG
AG
HES
HESHES HES
HES
HES
HESHES
HES
HES
HES HES
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
HES
HES
HES
HES
HES
HES
AG
YUC
YUC
YUC
YUC
AG
AG
AG
HES
HES
HESHES
HES
AGAGAG
AG
AGAG
AG
YW
YW
YW
AG
AG
AG
AG
AG
AG
AG
HES
HES
HES HES
AG
AG AG
AG
AGAG
AG
HES
HESHES
HES
AG
DSK
DES
DSK
DSK
DSK
DSK
DSK
DSK
DSK
DSK
DSK
DSK
DSKDSKDSK
DSKDSK
DSK
DES
DES
DES DES
DES
DES
DES
DES
DES
DES
DES DES
DES DES
DES
RUE
RUERUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
REVREVREV
REV
REV
REV
REV
REV
REV
REV REV
RUE
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
RUERUE RUE RUE RUE RUE RUE RUE RUE
AG
AG
AG
AG
AG AG
AG
AG AG AG AG AG AG
SWEET WATER SPRINGS BLVD
EXISTING TREE, TYP.
SPECIAL NOTE FOR ADDITIONAL PLANTING: THE
CONTRACTOR WILL INCLUDE WITHIN THE BID AN
ALLOWANCE FOR THE REPLANTING OF EXISTING
STONE CLAD CONCRETE PLANTERS LOCATED ON THE
NORTH ELEVATION OF THE ADMINISTRATION BUILDING
ACROSS FROM THE DEMONSTRATION GARDEN. AN
ALLOWANCE FOR 5-5 GAL. HOBBIT JADE WILL BE
INCLUDED FOR EACH OF THE FOUR (4) PLANTERS.
COST OF MATERIALS INCLUDE REMOVING EXISTING
PLANTING, VERIFICATION, AND REPAIR OF EXISTING
IRRIGATION TO WORKING CONDITION, SOIL
AMENDMENTS WITH A 2" WOOD MULCH DEPTH TOP
DRESSING.
Sheet Title:
Drawn:
Date:
Checked:
RevisionDateNo.
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9/22/2024
PC
WYAC Project Number
Sheet Number:
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NOTES:
1. SEE SHEET LP-4 FOR PLANTING NOTES AND DETAILS
TREE CLEARANCES:
1. DRIVEWAYS - 10'
2. TRAFFIC SIGNALS/STOP SIGNS - 20'
3. INTERSECTIONS - 25'
4. UTILITIES - UNDERGROUND - 5'; ABOVE GROUND - 10'
5. FIRE HYDRANT - 10'
6. LIGHT STANDARDS - 110'
7. SIDEWALK UNDERDRAINS - 3'
PLANTING PLAN &
LEGEND
LP-10
SCALE:
feet204060
1" = 20'
GENERAL NOTE:
1. THIS DRAWING IS BASED OFF OF SITE OBSERVATIONS, CONTRACTOR TO VERIFY EXISTING MATERIAL AND
ENSURE PROPOSED MATERIAL BLENDS.
2. QUANTITIES SHOWN ARE FOR REFERENCE ONLY. CONTRACTOR IS RESPONSIBLE FOR PROVIDING PLANTS
AND OTHER MATERIALS SUFFICIENT TO COVER AREAS SHOWN ON THE DRAWINGS AT THE SPECIFIED
SPACING AND LOCATIONS.
3. THE CONTRACTOR SHALL CONFIRM ALL UTILITIES & SIGNAGE ON SITE BEFORE CONSTRUCTION.
4. ALL PLANTING AREAS SHALL RECEIVE AMENDMENTS PER SOILS TEST RECOMMENDATIONS.
5. PROTECT-IN-PLACE ALL EXISTING TREES AND PLANT MATERIAL NOTED.
6. SHRUBS & TREES SHALL BE INSTALLED PER SAN DIEGO REGIONAL STANDARD DRAWINGS.
7. REMOVE AND DISPOSE OF OFF-SITE ALL TURF AND PLANT MATERIAL IN PROPOSED PLANTING AREAS.
8. PRUNE, TRIM, AND LACE ALL EXISTING TREES AND PLANT MATERIAL TO REMAIN TO A HEALTHY
APPEARANCE AND GROWING CONDITION.
9. PROVIDE FILTER FABRIC UNDER 100% OF ROCK COBBLE AREAS.
10. CONTRACTOR SHALL ADJUST, REPAIR AND REPLACE AS NEEDED ALL EXISTING IRRIGATION PER THE
PROPOSED RENOVATIONS AND GRASS REMOVAL. ENSURE PROPER WORKING ORDER OF IRRIGATION
DURING AND AFTER CONSTRUCTION. MAINTAIN AND ADJUST SYSTEM TO ENSURE 100% HEAD-TO-HEAD
COVERAGE AND NO OVERSPRAY.
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19-006.02
P.O. Box 231323 Encinitas, CA 92023wyac.com 619.232.4004
12
AG
AG
AG
AG
AG
AG
AG
AG
HES
HES
HES
HES
HES
HES
AG
YUC
YUC
YUC
YUC
AG
AG
AG
HES
HES
RUERUERUERUERUE
RUE
RUE
RUE
RUE
REVREVREV
REV
REV
REV
REV
REV
REV
REV REV
RUE
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
RUE
RUERUE
RUERUE
RUERUERUE
RUE
RUE
RUE
RUEAG
AG
AG
AG
AG
AG
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
AG AG
AG
AG AG
AGAG
AG
AG
RUE
AG
AG
AG
AG
AG
AG
AG
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
RUE
RUE
RUE
RUE RUE RUE RUE RUE
RUE
RUERUE
RUERUERUE
RUE
RUE
RUE
AG
AG
AG
RUE
RUE
RUE
RUE RUE RUE
RUE
RUE RUE
RUE
RUE RUE
RUE
RUE RUE RUE
RUERUE AG
AGAG
AG
AG
AG
AG
AGAG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG AG AG
AG AG
AG
AG
AG
AG
REV REV REV REV REV
AG
AGAG
AG
AG
RUERUERUERUE
RUERUERUERUERUERUERUERUERUERUERUERUERUERUERUERUERUERUERUERUERUERUERUE
REV
(OTAY WATER DISTRICT
BUILDING)
SWEET WATER SPRINGS BLVD
SWEET WATER SPRINGS BLVD
EXISTING TREE, TYP.
REVREV
REV REV
REV
SPECIAL NOTE FOR ADDITIONAL PLANTING: THE
CONTRACTOR WILL INCLUDE WITHIN THE BID AN
ALLOWANCE FOR THE REPLANTING OF EXISTING
STONE CLAD CONCRETE PLANTERS LOCATED ON THE
NORTH ELEVATION OF THE ADMINISTRATION BUILDING
ACROSS FROM THE DEMONSTRATION GARDEN. AN
ALLOWANCE FOR 5-5 GAL. HOBBIT JADE WILL BE
INCLUDED FOR EACH OF THE FOUR (4) PLANTERS.
COST OF MATERIALS INCLUDE REMOVING EXISTING
PLANTING, VERIFICATION, AND REPAIR OF EXISTING
IRRIGATION TO WORKING CONDITION, SOIL
AMENDMENTS WITH A 2" WOOD MULCH DEPTH TOP
DRESSING.
AG
AGAG
AG
AG
AG
AG
AG AG
AG
AG
AG
AG
AG
AG
AGAG
AG
AG
AG
AGAG
AG
AGAG
AG
AG
AG
AG
AG
AG AG
AG
AG
AG
ECHECH
ECH
ECH ECH
ECH
ECH
ECH
ECH ECH ECH
ECH
ECH
HES
HES
HES
HES
HES
HES
HES
HES
HES
HES
HES
HES
HES
HES
HES
HES
HES
HES
YWYWYWYW
YW
YW
YW
YW
YW
YW
YW
YW
YWYWYWYW
YW
YW
YW
YUCYUC YUCYUC
RUERUERUERUERUE
RUE
RUE
RUE
RUE
REVREVREV
REV
REV
REV
REV
REV
REV
REV REV
RUE
RUE RUE
REV
REV
SPECIAL NOTE FOR ADDITIONAL PLANTING: THE
CONTRACTOR WILL INCLUDE WITHIN THE BID AN
ALLOWANCE FOR THE REPLANTING OF EXISTING
STONE CLAD CONCRETE PLANTERS LOCATED ON THE
NORTH ELEVATION OF THE ADMINISTRATION BUILDING
ACROSS FROM THE DEMONSTRATION GARDEN. AN
ALLOWANCE FOR 5-5 GAL. HOBBIT JADE WILL BE
INCLUDED FOR EACH OF THE FOUR (4) PLANTERS.
COST OF MATERIALS INCLUDE REMOVING EXISTING
PLANTING, VERIFICATION, AND REPAIR OF EXISTING
IRRIGATION TO WORKING CONDITION, SOIL
AMENDMENTS WITH A 2" WOOD MULCH DEPTH TOP
DRESSING.
Sheet Title:
Drawn:
Date:
Checked:
RevisionDateNo.
RR
9/22/2024
PC
WYAC Project Number
Sheet Number:
OT
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U
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F
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E
S
NOTES:
1. SEE SHEET LP-4 FOR PLANTING NOTES AND DETAILS
TREE CLEARANCES:
1. DRIVEWAYS - 10'
2. TRAFFIC SIGNALS/STOP SIGNS - 20'
3. INTERSECTIONS - 25'
4. UTILITIES - UNDERGROUND - 5'; ABOVE GROUND - 10'
5. FIRE HYDRANT - 10'
6. LIGHT STANDARDS - 110'
7. SIDEWALK UNDERDRAINS - 3'
PLANTING PLAN &
LEGEND
LP-20
SCALE:
feet204060
1" = 20'
GENERAL NOTE:
1. THIS DRAWING IS BASED OFF OF SITE OBSERVATIONS, CONTRACTOR TO VERIFY EXISTING MATERIAL AND
ENSURE PROPOSED MATERIAL BLENDS.
2. QUANTITIES SHOWN ARE FOR REFERENCE ONLY. CONTRACTOR IS RESPONSIBLE FOR PROVIDING PLANTS
AND OTHER MATERIALS SUFFICIENT TO COVER AREAS SHOWN ON THE DRAWINGS AT THE SPECIFIED
SPACING AND LOCATIONS.
3. THE CONTRACTOR SHALL CONFIRM ALL UTILITIES & SIGNAGE ON SITE BEFORE CONSTRUCTION.
4. ALL PLANTING AREAS SHALL RECEIVE AMENDMENTS PER SOILS TEST RECOMMENDATIONS.
5. PROTECT-IN-PLACE ALL EXISTING TREES AND PLANT MATERIAL NOTED.
6. SHRUBS & TREES SHALL BE INSTALLED PER SAN DIEGO REGIONAL STANDARD DRAWINGS.
7. REMOVE AND DISPOSE OF OFF-SITE ALL TURF AND PLANT MATERIAL IN PROPOSED PLANTING AREAS.
8. PRUNE, TRIM, AND LACE ALL EXISTING TREES AND PLANT MATERIAL TO REMAIN TO A HEALTHY
APPEARANCE AND GROWING CONDITION.
9. PROVIDE FILTER FABRIC UNDER 100% OF ROCK COBBLE AREAS.
10. CONTRACTOR SHALL ADJUST, REPAIR AND REPLACE AS NEEDED ALL EXISTING IRRIGATION PER THE
PROPOSED RENOVATIONS AND GRASS REMOVAL. ENSURE PROPER WORKING ORDER OF IRRIGATION
DURING AND AFTER CONSTRUCTION. MAINTAIN AND ADJUST SYSTEM TO ENSURE 100% HEAD-TO-HEAD
COVERAGE AND NO OVERSPRAY.
PH
A
S
E
2
SE
E
S
H
E
E
T
L
P
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1
SEE SHEET LP-3
SE
E
S
H
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L
P
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3
OTAY WATER DISTRICT
BUILDING
7-15-25
8-31-26
1 7-17-25 Bid Documents
19-006.02
P.O. Box 231323 Encinitas, CA 92023wyac.com 619.232.4004
13
TREES CODE BOTANICAL / COMMON NAME SIZE
ACA STE ACACIA STENOPHYLLA 24" BOX
SHOESTRING ACACIA (STD.)
EUP COT EUPHORBIA COTINIFOLIA 24" BOX
SMOKE TREE (LOW BRANCH)
HES FOR HESPEROCYPARIS FORBESII 24" BOX
TECATE CYPRESS
LYO FLO LYONOTHAMNUS FLORIBUNDUS 24" BOX
FERNLEAF CATALINA IRONWWOD (STD.)
SHRUBS CODE BOTANICAL / COMMON NAME SIZE
AGA AGAVE ATTENUATA 1 GAL.
FOX TAIL AGAVE
AGA DES AGAVE DESMETTIANA 'VARIEGATA'
VARIAGATED DWRF SMOOTH AGAVE
AP AGAVE PARRYI 1 GAL.
PARRY'S AGAVE
AGA VIC AGAVE VICTORIAE-REGINAE SUBSP. 1 GAL.
QUEEN VICTORIA AGAVE
AN ANIGOZANTHOS 1 GAL.
KANGAROO PAW
CEA CEANOTHUS THYRSIFLORUS VAR. GRISEUS 1 GAL.
YANKEE POINT
CHO ELE CHONDROPETALUM ELEPHANTINUM 1 GAL.
LARGE CAPE RUSH
CRA ARB CRASSULA ARBORESECENS 'UNDULATIFOLIA'1 GAL.
RIPPLE JADE
OVU CRASSULA OVUTA 'HOBBIT' 1 GAL.
HOBBIT JADE
DIA REV DIANELLA REVOLUTA 'LITTLE REV'1 GAL.
DIANELLA LITTLE REV
DIA VAR DIANELLA TASMANICA 'VAREGATA' 1 GAL.
VARIEGATED TASMAN FLAX LILY
DUD DUDLEYA PULVERULENTA 1 GAL.
CHALK DUDLEYA
ECH CAN ECHIUM CANDICANS FASTUOSUM 1 GAL.
PRIDE OF MADEIRA
ERI CON ERIOPHULLUM CONFERTIFLORUM 1 GAL.
GOLDEN YARROW
FES GLA FESTUCA GLAUCA 'ELIJAH BLUE'1 GAL.
ELIJAH BLUE FESCUE
AG
ECH
DES
REV
PLANT SCHEDULE
RUE RUE
RUE
RUE RUE
RUE
RUE RUE RUE
RUERUE AG
AGAG
AG
AG
AG
AG
AGAG
AG
AG
AG AG AG
AG AG
AG
AG
AG AG
AG
AG AG
AG
AG
AG
AG
AG
RUE RUE RUE RUE RUE RUE RUE
RUE RUE RUE RUE
RUE RUE
RUE
RUE
RUE
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG
AG AG
AG AG
AG
AG
RUE
RUE
RUERUE
RUE
RUERUE
RUERUE
RUERUE
RUERUE
RUERUE
RUERUE
RUE
RUERUE
RUERUE
RUERUE
RUERUERUE
RUERUERUERUE
RUERUE
RUERUERUERUERUERUERUERUE
RUERUERUERUERUERUERUERUERUERUERUERUERUERUERUERUERUERUERUERUERUERUERUE
REV
SWEET WATER SPRINGS BLVD
SWEET WATER SPRINGS BLVD
EXISTING TREE, TYP.
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
REV REV
REV
REV
REV
REVREV
REV REV
REV
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUE
RUEREV
REV
REV
REV
REV
REV
REV
REV
REV
REV
REV
S
W
E
E
T
W
A
T
E
R
S
P
R
I
N
G
S
B
L
V
D
HES PAR HESPERALOE PARVIFLORA 1 GAL.
HESPERALO
HES DSK HESPERALOE PARVIFLORA 1 GAL.
DESERT DUSK
IMP CYL IMPERTA CYLINDRICA 1 GAL.
JAPANESE BLOOD GRASS
JUN CAL JUNIPERUS CALIFORNICA 1 GAL.
CALIFORNIA JUNIPER
MIM SAN MIMULUS RUTILUS, 'SANTA SUSANA'1 GAL.
SANTA SUSANA MONKEY FLOWER
MUH LEN MUHLENBERGIA CAPILLARIS 1 GAL.
PINK MUHLY GRASS
OPU OPUNTIA FICUS - INDICA 1 GAL.
PRICKLY PEAR
RUE RUELLIA PENINSULARIS 1 GAL
DESERT RUELLIA
SAL LEU SALVIA LEUCANTHA 'MIDNIGHT'1 GAL.
MEXICAN SAGE
MAC UNG SALVIA SONOMENSIS X SALVIA CLEVELANDII 1 GAL.
GRACIA SAGE
VER TEN VERBENA TENUSECTA 1 GAL.
MOSS VERBENA
WES FRU WESTRINGIA FRUTICOSA 'GREY BOX'1 GAL.
COAST RESEMARY
YUC FIL YUCCA FILAMENTOSA 'COLOR GUARD'1 GAL.
COLOR GUARD YUCCA
YUC SCH YUCCA SCHIDIGERA 1 GAL.
MOHAVE YUCCA
YUC HES YUCCA WHIPPLEI (HESPEROYUCCA W.)1 GAL.
OUR LORD'S CANDLE
YW
HES
YUC
DSK
RUE
Sheet Title:
Drawn:
Date:
Checked:
RevisionDateNo.
RR
9/22/2024
PC
WYAC Project Number
Sheet Number:
OT
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B E F O R E YO
U
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P
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E
O
F
F
I
C
E
S
NOTES:
1. SEE SHEET LP-4 FOR PLANTING NOTES AND DETAILS
TREE CLEARANCES:
1. DRIVEWAYS - 10'
2. TRAFFIC SIGNALS/STOP SIGNS - 20'
3. INTERSECTIONS - 25'
4. UTILITIES - UNDERGROUND - 5'; ABOVE GROUND - 10'
5. FIRE HYDRANT - 10'
6. LIGHT STANDARDS - 110'
7. SIDEWALK UNDERDRAINS - 3'
PLANTING PLAN &
LEGEND
LP-30
SCALE:
feet204060
1" = 20'
GENERAL NOTE:
1. THIS DRAWING IS BASED OFF OF SITE OBSERVATIONS, CONTRACTOR TO VERIFY EXISTING MATERIAL AND
ENSURE PROPOSED MATERIAL BLENDS.
2. QUANTITIES SHOWN ARE FOR REFERENCE ONLY. CONTRACTOR IS RESPONSIBLE FOR PROVIDING PLANTS
AND OTHER MATERIALS SUFFICIENT TO COVER AREAS SHOWN ON THE DRAWINGS AT THE SPECIFIED
SPACING AND LOCATIONS.
3. THE CONTRACTOR SHALL CONFIRM ALL UTILITIES & SIGNAGE ON SITE BEFORE CONSTRUCTION.
4. ALL PLANTING AREAS SHALL RECEIVE AMENDMENTS PER SOILS TEST RECOMMENDATIONS.
5. PROTECT-IN-PLACE ALL EXISTING TREES AND PLANT MATERIAL NOTED.
6. SHRUBS & TREES SHALL BE INSTALLED PER SAN DIEGO REGIONAL STANDARD DRAWINGS.
7. REMOVE AND DISPOSE OF OFF-SITE ALL TURF AND PLANT MATERIAL IN PROPOSED PLANTING AREAS.
8. PRUNE, TRIM, AND LACE ALL EXISTING TREES AND PLANT MATERIAL TO REMAIN TO A HEALTHY
APPEARANCE AND GROWING CONDITION.
9. PROVIDE FILTER FABRIC UNDER 100% OF ROCK COBBLE AREAS.
10. CONTRACTOR SHALL ADJUST, REPAIR AND REPLACE AS NEEDED ALL EXISTING IRRIGATION PER THE
PROPOSED RENOVATIONS AND GRASS REMOVAL. ENSURE PROPER WORKING ORDER OF IRRIGATION
DURING AND AFTER CONSTRUCTION. MAINTAIN AND ADJUST SYSTEM TO ENSURE 100% HEAD-TO-HEAD
COVERAGE AND NO OVERSPRAY.
PH
A
S
E
2
SE
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S
H
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E
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2
SEE SHEET LP-2
SE
E
B
O
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O
M
L
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F
T
7-15-25
8-31-26
1 7-17-25 Bid Documents
19-006.02
P.O. Box 231323 Encinitas, CA 92023wyac.com 619.232.4004
14
Sheet Title:
Drawn:
Date:
Checked:
RevisionDateNo.
RR
9/22/2024
PC
WYAC Project Number
Sheet Number:
OT
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PLANTING DETAILS
LP-4
2X ROOTBALL WIDTH
TYP.TY
P
.
ROOTBALL
ORIGINAL
PREVAILING
CU
T
6
"
B
E
L
O
W
BR
A
N
C
H
C
A
N
O
P
Y
WIND
FINISH GRADE
12" MIN.
ALL SIDES
COLLAR
1"-2" ABOVE
4" DIA. PEFORATED RIGID PVC PIPE
WITH FILTER SOCK AND GRATE (TYP.),
IN TWO PLACES. DO NOT FILL PIPE
WITH GRAVEL.
UNDISTURBED SOIL
PLANTING BACKFILL (PER SPECS).
BACKFILL AND COMPACT IN 8" LIFTS
(PUDDLE & SETTLE AFTER SETTING
TREE).
ROUGHEN SIDES & BOTTOM
OF PLANTING PIT
PLANTING TABLETS (PER SPECS)
BARK MULCH (PER SPECS.)
4" HIGH WATER BASIN (DURING THE
MAINTENANCE PERIOD).
OMIT IN TURF AREAS.
TREE STAKE-ALL STAKES CUT 6"
BELOW BRANCH CANOPY
4 TREE TIES MIN. (2 @ TOP
OF STAKE, OTHERS WHERE
NECESSARY TO SUPPORT TREE).
TIE IN FIGURE-8 FASHION.
GALVANIZED NAIL TYP.
FINISH GRADE
PREVAILING
WIND
8'
-
0
"
BE
L
O
W
12"
4"
A TREE PLANTING AND STAKING N.T.S.
SECTION
BO
T
T
O
M
O
F
RO
O
T
B
A
L
L
BACKFILL HOLES
BELOW ROOTBALL
WITH GRAVEL.
SEE SPECS.
RO
O
T
B
A
L
L
DE
P
T
H
O
F
PRIVATE
NOTE:
1. REMOVE ALL
NURSERY STAKES.
2. MULCH SHALL BE
KEPT 4-6" AWAY FROM
TRUNK, STEMS, AND
TAPER AT ROOT BALL
6'
-
1
"
BR
A
N
C
H
TR
E
E
C
L
E
A
R
A
N
C
E
B PLANT MATERIAL SPACING N.T.S.
PLAN
LOCATE PLANTS EQUALLY
SPACED PER DISTANCE
INDICATED ON PLANS.
(TRIANGULAR SPACED)
KEEP PLANTS FROM
EDGE OF PAVING EQUAL
TO A DISTANCE 75% OF
PLANT SPACING SHOWN
ON PLANS.
EQUAL PLANTER AREA HARDSCAPE/PAVING
PLANT (TYP.)
EQU
A
L
NOTE:
1. MULCH SHALL BE KEPT
4-6" AWAY FROM TRUNK,
STEMS, AND TAPER AT ROOT
BALL
MINIMUM PLANTING PIT SIZING
GRADE
1 GAL. CONTAINER
15 GAL. CONTAINER
5 GAL. CONTAINER
18" DIAMETER
24" DIAMETER
30" DIAMETER
PLANTING BACKFILL.
BACKFILL AND COMPACT IN
8" LIFTS (PUDDLE & SETTLE
AFTER SETTING SHRUB).
C SHRUB PLANTING N.T.S.
SECTION
UNDISTURBED SOIL
ROUGHEN SIDES AND
BOTTOM OF PLANTING PIT
PLANTING TABLET (TYP.) PER
SPECIFICATIONS
ROOTBALL
FINISH
BERM 12" MIN.
FROM TRUNK
3" DEPTH WATERING
BASIN
BARK MULCH PER
SPECIFICATIONS
SHRUB
COLLAR 1" ABOVE FINISH
GRADE
SLOPE 1/4" / FT
NOTE:
1. MULCH SHALL BE
KEPT 4-6" AWAY FROM
TRUNK, STEMS, AND
TAPER AT ROOT BALL
1. ALL PLANTING AND FINISH GRADING OPERATIONS SHALL BE CARRIED OUT IN ACCORDANCE
WITH THE PROJECT DRAWINGS, DETAILS, AND PROJECT SPECIFICATIONS. REFER TO PROJECT
SPECIFICATIONS FOR ALL PLANTING REQUIREMENTS. FINE GRADE ALL PLANTING AREAS PRIOR
TO COMMENCEMENT OF PLANTING OPERATIONS.
2. SEE THIS SHEET LP-101 & LP-102 AND FOR PLANTING PLAN AND THIS SHEET FOR SCHEDULE.
3. CONTRACTOR SHALL INFORM THE OWNER'S REPRESENTATIVE AND THE LANDSCAPE
ARCHITECT IMMEDIATELY OF ANY CHANGED CONDITIONS WHICH OCCUR ON PROJECT SITE
WHICH ARE NOT REFLECTED ON PLANS.
4. REMOVE ALL WEEDS, DEBRIS, AND ROCKS LARGER THAN ONE-HALF-INCH (1/2") FROM ALL
PLANTING AREAS, AND DISPOSE OF APPROPRIATELY OFF-SITE.
5. FINISH GRADE OF SOIL SHALL BE TWO-INCHES (2") BELOW ADJACENT FINISH PAVING SURFACE.
6. CONTRACTOR SHALL PROVIDE ELECTRONIC PHOTOGRAPHS OF ALL PROPOSED TREES TO BE
INSTALLED, TO THE LANDSCAPE ARCHITECT FOR APPROVAL PRIOR TO PURCHASE AND
INSTALLATION. EACH TREE PHOTOGRAPH SHALL INCLUDE GRAPHIC INFORMATION ABOUT THE
TREE INCLUDING, BUT NOT LIMITED TO: DIAMETER AT BREAST HEIGHT, OVERALL HEIGHT,
TRUNK HEIGHT, CROWN WIDTH AND HEIGHT, AND NURSERY SOURCE.
7. ALL TREES SHALL BE SINGLE-TRUNK STANDARDS, UNLESS NOTED OTHERWISE ON THE
DRAWINGS. FOR TREES WITHIN FIVE FEET FROM HARDSCAPE AREAS, CONTRACTOR TO INSTALL
ROOT BARRIERS PER SPECIFICATIONS AND DETAILS.
8. ALL PLANTS SHALL BE PROTECTED FROM SUN, WIND, HEAT, AND FROST DURING
TRANSPORTATION TO THE SITE AND DURING STORAGE AT THE SITE. DO NOT STORE PLANTS IN
TOTAL DARKNESS FOR MORE THAN ONE DAY.
9. DO NOT DAMAGE PLANT ROOT BALL DURING TRANSPORTATION OR PLANTING PROCESS.
10. CONTRACTOR SHALL NOTIFY THE OWNER'S REPRESENTATIVE AT THE TIME OF DELIVERY OF
ANY PLANT MATERIAL WHICH HAS BEEN DAMAGED OR IS IN POOR CONDITION. THE OWNER'S
REPRESENTATIVE SHALL DETERMINE ACCEPTABILITY OF SUBJECT PLANT MATERIAL.
11. PLANT MATERIAL SHALL BE INSPECTED BY THE OWNER'S REPRESENTATIVE OR LANDSCAPE
ARCHITECT BEFORE PLANTING. PLANT MATERIAL MAY BE REJECTED AT ANY TIME BY THE
OWNER'S REPRESENTATIVE DUE TO POOR CONDITION, FORM, OR DAMAGE PRIOR TO, DURING,
OR AFTER THE PLANTING PROCESS. ANY PLANT BROUGHT TO THE CONSTRUCTION SITE WHICH
IS FOUND TO HAVE DISEASE OR INVASIVE SPECIES SHALL BE REMOVED IMMEDIATELY.
12. ALL ON-SITE PLANT MATERIALS (BALL AND BURLAP, CONTAINERS, TEMPORARILY STAGED IN
BARK MULCH, AND/OR PLANTED IN THE GROUND) SHALL BE PROPERLY WATERED AND
MAINTAINED TO ENSURE HEALTHY GROWTH.
13. AT LEAST ONE PLANT OF EACH SPECIES DELIVERED TO THE SITE SHALL HAVE AN
IDENTIFICATION TAG FROM THE SUPPLYING NURSERY SHOWING BOTH COMMON AND
SCIENTIFIC NAMES.
14. THE PLANTING PLANS ARE DIAGRAMMATIC. PLANT MATERIALS SHALL BE SPOTTED
APPROXIMATELY AS SHOWN ON THE DRAWINGS. TREE LOCATIONS ARE TO BE APPROVED BY
THE OWNER'S REPRESENTATIVE OR LANDSCAPE ARCHITECT PRIOR TO EXCAVATION FOR
PLANTING PITS AND REMOVAL FROM CONTAINERS. FINAL LAYOUT OF ALL OTHER PLANT
MATERIALS SHALL BE APPROVED IN THE FIELD BY THE OWNER'S REPRESENTATIVE OR
LANDSCAPE ARCHITECT PRIOR TO PLANTING.
15. CONTRACTOR IS RESPONSIBLE FOR PROVIDING PLANT MATERIALS SUFFICIENT TO COVER
AREAS SHOWN ON THE DRAWINGS AT THE SPECIFIED SPACINGS. QUANTITIES ARE PROVIDED
ON THE PLANS FOR REFERENCE ONLY.
16. CONTRACTOR SHALL SUBMIT AN AGRICULTURAL SUITABILITY AND FERTILITY ANALYSIS REPORT
(SOILS ANALYSIS REPORT FROM REPRESENTATIVE ON-SITE SOIL SAMPLES - SEE
SPECIFICATIONS) TO THE LANDSCAPE ARCHITECT AND THE OWNER'S REPRESENTATIVE FOR
APPROVAL PRIOR TO ANY PLANTING WORK OR SOIL AMENDMENT INCORPORATION. THE
RECOMMENDATIONS OF THE SOILS ANALYSIS REPORT FOR TOPSOIL AMENDMENT AND
BACKFILL MIX AMENDMENT SHALL SUPERSEDE THE RECOMMENDATIONS LISTED IN THE
SPECIFICATIONS.
17. CONTRACTOR SHALL COORDINATE PLANTING WORK WITH THE WORK OF OTHER TRADES AND
PROFESSIONS. CONTRACTOR SHALL MAINTAIN PROPER DRAINAGE DURING THE COURSE OF
CONSTRUCTION.
18. CONTRACTOR IS RESPONSIBLE FOR COORDINATION OF EXISTING PROPOSED UTILITIES WITHIN
THE PROJECT LIMITS WHICH MAY BE AFFECTED BY INSTALLATION. IMMEDIATELY CONTACT THE
OWNER'S REPRESENTATIVE AND THE LANDSCAPE ARCHITECT IF A CONFLICT IS EVIDENT.
19. REMOVE ALL TYING MATERIALS, MARKING TAPES, AND NURSERY STAKES AT THE TIME OF
PLANTING.
20. TREE ROOT BARRIERS SHALL BE INSTALLED WHERE TREES ARE PLACED WITHIN 10 FEET OF
PUBLIC IMPROVEMENTS INCLUDING WALKS, CURBS, OR STREET PAVEMENTS OR WHERE NEW
PUBLIC IMPROVEMENTS ARE PLACED ADJACENT TO EXISTING TREES. THE ROOT BARRIER WILL
NOT WRAP AROUND THE ROOT BALL. ROOT BARRIER SHALL BE 20' IN LENGTH, CENTERED ON
CENTERLINE OF TREE TRUNK (10' TO EACH SIDE).
21. CONTRACTOR SHALL INSTALL EROSION CONTROL MATTING ON ALL SLOPES WITH
THREE-TO-ONE (3:1) GRADIENT AND GREATER.
22. CONTRACTOR SHALL PROTECT EXISTING VEGETATION TO REMAIN AND OTHER IMPROVEMENTS
WITHIN AND OUTSIDE THE LIMITS OF WORK. CONTRACTOR SHALL BE RESPONSIBLE FOR THE
REPAIR OR REPLACEMENT OF ANY DAMAGES INCURRED.
23. THE MAINTENANCE PERIOD SHALL BEGIN ONLY UPON WRITTEN ACCEPTANCE OF THE
COMPLETED PLANTED AREAS BY THE OWNER'S REPRESENTATIVE AND THE LANDSCAPE
ARCHITECT.
PLANTING NOTES:
1. FURNISH NURSERY-GROWN PLANTS TRUE TO SPECIFIED GENUS, SPECIES, SUBSPECIES,
VARIETY, CULTIVAR (CULTIVATED VARIETY), STEM FORM, SHEARING, AND OTHER FEATURES
INDICATED IN PLANT SCHEDULE AND COMPLYING WITH ANSI Z60.1-2014 (APRIL 14, 2014
EDITION).
2. PLANT PHOTOGRAPHS: SUBMIT COLOR PHOTOGRAPHS IN DIGITAL FORMAT OF EACH
REQUIRED SPECIES AND SIZE OF PLANT MATERIAL AS IT WILL BE FURNISHED TO THE
PROJECT. TAKE PHOTOGRAPHS FROM AN ANGLE DEPICTING TRUE SIZE AND CONDITION OF
THE TYPICAL PLANT TO BE FURNISHED. INCLUDE A SCALE ROD, PERSON, OR OTHER
MEASURING DEVICE IN EACH PHOTOGRAPH. FOR SPECIES WHERE MORE THAN TWENTY
PLANTS ARE REQUIRED, INCLUDE A MINIMUM OF 3 PHOTOGRAPHS SHOWING THE AVERAGE
PLANT, THE BEST QUALITY PLANT, AND THE WORST QUALITY PLANT TO BE FURNISHED.
IDENTIFY EACH PHOTOGRAPH WITH THE FULL BOTANICAL NAME OF THE SPECIFIED PLANT
(INCLUDING GENUS, SPECIES, SUBSPECIES, VARIETY, CULTIVAR, ETC.), PLANT SIZE, AND
NAME OF THE GROWING NURSERY. PHOTOGRAPHS SHALL BE SUBMITTED TO LANDSCAPE
ARCHITECT PRIOR TO COMPLETION OF ROUGH GRADING.
3. PROVIDE WELL-SHAPED, FULLY BRANCHED, VIGOROUS STOCK, WITH HEALTHY FOLIAGE AND
HEALTHY ROOT SYSTEMS, DENSELY FOLIATED WHEN IN LEAF AND FREE OF DISEASE, PESTS,
EGGS, LARVAE, AND DEFECTS SUCH AS KNOTS, SUN SCALD, INJURIES, ABRASIONS, AND
DISFIGUREMENT.
4. COLLECTED STOCK: DO NOT USE PLANTS HARVESTED FROM THE WILD, FROM NATIVE
STANDS, FROM AN ESTABLISHED LANDSCAPE PLANTING, OR NOT GROWN IN A NURSERY
UNLESS OTHERWISE INDICATED.
5. PROVIDE PLANTS OF SIZES, GRADES, AND BALL OR CONTAINER SIZES COMPLYING WITH ANSI
Z60.1-2014 FOR TYPES AND FORM OF PLANTS REQUIRED. PLANTS OF A LARGER SIZE MAY BE
USED IF ACCEPTABLE TO LANDSCAPE ARCHITECT, WITH A PROPORTIONATE INCREASE IN SIZE
OF ROOTS OR BALLS, AND AT NO ADDITIONAL COST TO THE OWNER.
6. ROOT-BALL DEPTH: FURNISH TREES AND SHRUBS WITH ROOT BALLS MEASURED FROM TOP
OF ROOT BALL, WHICH SHALL BEGIN AT ROOT FLARE ACCORDING TO ANSI Z60.1-2014. ROOT
FLARE SHALL BE VISIBLE BEFORE PLANTING.
7. LABELING: LABEL AT LEAST ONE PLANT OF EACH TYPE, SIZE, AND CALIPER WITH A SECURELY
ATTACHED, WATERPROOF TAG BEARING LEGIBLE DESIGNATION OF COMMON NAME AND FULL
BOTANICAL NAME (INCLUDING GENUS, SPECIES, SUBSPECIES, VARIETY, CULTIVAR, ETC.).
HOWEVER, FINAL DETERMINATION OF PLANT GENUS, SPECIES, SUBSPECIES, VARIETY,
CULTIVAR, ETC. WILL BE MADE BY THE LANDSCAPE ARCHITECT AND WHOSE DECISION WILL
BE FINAL. ALL PATENTED PLANTS REQUIRED BY THE PLANT SCHEDULE SHALL BE DELIVERED
WITH A PROPER PLANT PATENT LABEL ATTACHED.
8. AS PLANTS ARE LIVING OBJECTS, HORTICULTURAL DEFECTS/DEFICIENCIES AND
PESTS/DISEASES THAT CAUSE REJECTION MIGHT NOT BE NOTED UNTIL OBSERVATION OF
EACH PLANT IN THE FIELD. IN ADDITION, UNFORESEEN DAMAGES MIGHT OCCUR DURING
SHIPPING, HANDLING, AND INSTALLATION. THE LANDSCAPE ARCHITECT AND OWNER RESERVE
THE RIGHT TO EVALUATE PLANT MATERIALS ON-SITE AFTER DELIVERY AND INSTALLATION.
9. TREES WITH DAMAGED, CROOKED, OR MULTIPLE LEADERS; TIGHT VERTICAL BRANCHES
WHERE BARK IS SQUEEZED BETWEEN TWO BRANCHES OR BETWEEN BRANCH AND TRUNK
("INCLUDED BARK"); CROSSING TRUNKS; CUT-OFF LIMBS MORE THAN 3/4 INCH (19 MM) IN
DIAMETER; OR WITH STEM GIRDLING ROOTS WILL BE REJECTED.
PLANT MATERIALS NOTES:
EXISTING CRUB/GUTTER
GEOTEXTILE FILTER FABRIC (TYP.)
ROCK COBBLE MULCH PER
SCHEDULE, TO COVER
100% OVER FILTER FABRIC
FINISH GRADE OF ADJACENT
PLANTING SOIL SHALL BE 3" BELOW
TOP OF PAVING TO ALLOW FOR
COBBLE MULCH
NOTE:
COBBLE MULCH TO COVER 100% OVER FILTER FABRIC. FILTER FABRIC SHALL NOT BE
VISIBLE THROUGHOUT AREA OF APPLICATION.
ALL SOIL REMOVED FOR EDGE COBBLE TREATMENT AND TREE/SHRUB PLANTING TO BE
RETAINED WITHIN MEDIANS AS A CENTRAL LINEAR BERM.
MULCH SHALL BE KEPT 4-6" AWAY FROM TRUNK, STEMS, AND TAPER AT ROOT BALL
8-12"1/4"-3/8"
INFILL
D ROCK COBBLE MULCH N.T.S.
SECTION
MINIMUM TREE SEPARATION DISTANCES:
DRIVEWAYS - 10 FEET (5' AT RESIDENTIAL DRIVEWAYS)
TRAFFIC SIGNALS / STOP SIGNS - 20 FEET
INTERSECTIONS - 25 FEET (TRIANGLE SPACING FOR RESIDENTIAL)
UTILITIES - UNDERGROUND 5' ; ABOVE GROUND 10'
FIRE HYDRANTS - 10 FEET
LIGHT STANDARDS - 10 FEET
SIDEWALK UNDERDRAINS - 3 FEET
TREE NOTES FOR PUBLICLY OWNED AREAS
1. ALL STANDARD FORM (SINGLE TRUNK) TREES TO INCLUDE A SINGLE STRONG CENTRAL LEADER WITH
NO BRANCHES EXTENDING AT AN ANGLE NARROWER THAN 30 DEGREES FROM THE MAIN TRUNK. IF
THE TREE DOES NOT DISPLAY A SINGLE STRONG CENTRAL LEADER, A TREE MAY BE APPROVED IF THE
DEVELOPER'S ARBORIST OR LANDSCAPE ARCHITECT OF RECORD CAN DEMONSTRATE THAT A SINGLE
STRONG CENTRAL LEADER CAN BE ACHIEVED THROUGH STRUCTURAL PRUNING. ALL TREES
REQUIRING STRUCTURAL PRUNING FOR THE PURPOSES OF ACHIEVING A STRONG CENTRAL LEADER
SHALL BE PRUNED BY THE NURSERY'S ARBORIST PRIOR TO LANDSCAPE ARCHITECT OF RECORD
APPROVAL OF TREE SUBMITTAL (SEE NOTE #5 BELOW) OR BY THE DEVELOPER'S ARBORIST AT
PLANTING.
2.NO GRAFTED SPECIES WILL BE ALLOWED AS A STREET TREE.
3. TREE SIZING BASED ON CALIPER AND TREE HEIGHT PER AMERICAN STANDARD FOR NURSERY STOCK
(ANSI Z60.1-2014):
O 15-GAL: 1” - 1-1/2” CALIPER; 5'-7' HEIGHT
O 24” BOX: 1-1/2” - 1-3/4” CALIPER; 7'-12' HEIGHT
O 36” BOX: 1-3/4” - 3” CALIPER; 8'-14' HEIGHT
O 48” BOX: 3”- 4” CALIPER; 14'-18' HEIGHT
*NOTE: CALIPER TO BE MEASURED AT 6” ABOVE THE ROOT CROWN
4.LIVE CROWN RATIO SHALL BE A MINIMUM OF 50%, MEANING THERE SHALL BE LIVE BRANCHES IN THE
UPPER 50% OF THE TRUNK TO DISTRIBUTE WIND STRESS AND DEVELOP TRUNK TAPER FOR STABILITY.
5. THE LANDSCAPE ARCHITECT OF RECORD SHALL SUBMIT TO THE CITY'S LANDSCAPE ARCHITECT A
COPY OF THE APPLICANT'S APPROVED TREE SUBMITTAL WITH PHOTOS REPRESENTATIVE OF THOSE
TREES TO BE DELIVERED TO THE SITE, INCLUDING REPRESENTATIVE MEASUREMENTS. THE CITY'S
LANDSCAPE ARCHITECT WILL REVIEW THE SUBMITTAL TO VERIFY THE INCLUDED TREES COMPLY WITH
THE NOTED REQUIREMENTS PRIOR TO ANY TREES BEING DELIVERED TO THE SITE.
6. ALL 36” BOX TREES AND LARGER, MULTI-TRUNK AND OTHER SPECIMEN TREES SHALL BE TAGGED AT
THE NURSERY BY THE LANDSCAPE ARCHITECT OF RECORD AND PHOTOS SUBMITTED TO THE CITY'S
LANDSCAPE ARCHITECT AS DESCRIBED ABOVE.
CURB, WALL, OR EDGE OF
PAVING
<
PROPOSED TREE
LIMITS OF ROOT
BARRIER TO BE 10'
FROM CENTER OF
TREE ON EITHER
SIDE
INSTALL ROOT
BARRIER ADJACENT TO
CURB, WALL, OR EDGE
OF PAVING
INSTALL ROOT BARRIER TO ALL
TREES WITHIN 10' OF CURB OR
PAVING
PLANTING AREA
F ROOT BARRIER N.T.S.
PLAN
NOTE:
1. MULCH SHALL BE
KEPT 4-6" AWAY FROM
TRUNK, STEMS, AND
TAPER AT ROOT BALL
PROPOSED TREE
FINISH GRADE
CURB, WALL, OR
EDGE OF PAVING
ROOT BARRIER
PER SPECIFICATIONS
ROOT BARRIER SHALL
BE INSTALLED ADJACENT
TO HARDSCAPE ELEMENT
E ROOT BARRIER N.T.S.
SECTION
NOTE:
1. MULCH SHALL BE KEPT 4-6" AWAY
FROM TRUNK, STEMS, AND TAPER AT
ROOT BALL
7-15-25
8-31-26
1 7-17-25 Bid Documents
19-006.02
P.O. Box 231323 Encinitas, CA 92023wyac.com 619.232.4004
15
SWEET WATER SPRINGS BLVD
GROUND COVERS CODE BOTANICAL / COMMON NAME SIZE SPACING QTY DETAIL
DG DECOMPOSED GRANITE 13,300 SF
3/8" UNSCREENED CALIFORNIA GOLD D.G. - 3"
DEPTH OVER FILTER FABRIC.
TYP. INSIDE LEVEL PLANTER AREAS
AND PARKING LOTS.
RIV 1 6"-8" IN SIZE, ARIZONA BLEND, AVAILABLE 7,800 SF
THROUGH SOUTHWEST BOULDERS. INFILL
BETWEEN VOIDS WITH 3
8" TO 3
4" PEA GRAVEL
SIZE ROCK OF SAME BLEND AS SPECIFIED.
TYP. OUTSIDE PERIMETER AREAS AT STREET
AND PARKING LOTS.
MUL 3" UNIFORM DEPTH PINE WOOD MULCH 11,680 SF
JUT JUTE MATTING ON SLOPE AREAS STEEPER 4,500 SF
THAN 3:1 (STAPLED)
PLANT SCHEDULE
BOULDER CLUSTER LOCATIONS - TO BE
SPOTTED BY LANDSCAPE ARCHITECT IN
FIELD FROM FOLLOWING INVENTORIES -
30% 3'X3'X3', 20" 4'X4'X4', 10% 5'X5X5' - ARIZONA
BLEND, AVAILABLE THROUGH SOUTHWEST
BOULDERS. TOTAL BOULDER COUNT 120.
Sheet Title:
Drawn:
Date:
Checked:
RevisionDateNo.
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PC
WYAC Project Number
Sheet Number:
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8-31-26
1 7-17-25 Bid Documents
19-006.02
P.O. Box 231323 Encinitas, CA 92023wyac.com 619.232.4004
16
(OTAY WATER DISTRICT
BUILDING)
SWEET WATER SPRINGS BLVD
GROUND COVERS CODE BOTANICAL / COMMON NAME SIZE SPACING QTY DETAIL
DG DECOMPOSED GRANITE 13,300 SF
3/8" UNSCREENED CALIFORNIA GOLD D.G. - 3"
DEPTH OVER FILTER FABRIC.
TYP. INSIDE LEVEL PLANTER AREAS
AND PARKING LOTS.
RIV 1 6"-8" IN SIZE, ARIZONA BLEND, AVAILABLE 7,800 SF
THROUGH SOUTHWEST BOULDERS. INFILL
BETWEEN VOIDS WITH 3
8" TO 3
4" PEA GRAVEL
SIZE ROCK OF SAME BLEND AS SPECIFIED.
TYP. OUTSIDE PERIMETER AREAS AT STREET
AND PARKING LOTS.
MUL 3" UNIFORM DEPTH PINE WOOD MULCH 11,680 SF
JUT JUTE MATTING ON SLOPE AREAS STEEPER 4,500 SF
THAN 3:1 (STAPLED)
PLANT SCHEDULE
BOULDER CLUSTER LOCATIONS - TO BE
SPOTTED BY LANDSCAPE ARCHITECT IN
FIELD FROM FOLLOWING INVENTORIES -
30% 3'X3'X3', 20" 4'X4'X4', 10% 5'X5X5' - ARIZONA
BLEND, AVAILABLE THROUGH SOUTHWEST
BOULDERS. TOTAL BOULDER COUNT 120.
Sheet Title:
Drawn:
Date:
Checked:
RevisionDateNo.
RR
9/22/2024
PC
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Sheet Number:
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IRRIGATION SYSTEM NOTES:
CONTRACTOR SHALL NOT WILLFULLY INSTALL THE IRRIGATION SYSTEM AS SHOWN ON
THESE DRAWINGS WHEN IT IS OBVIOUS THAT FIELD OBSTRUCTIONS AND/OR
DIFFERENCES IN THE AREA DIMENSIONS EXIST THAT MAY NOT HAVE BEEN
CONSIDERED IN THE SYSTEM ENGINEERING. SUCH OBSTRUCTIONS OR DIFFERENCES
SHALL BE BROUGHT TO THE IMMEDIATE ATTENTION OF THE RESIDENT ENGINEER. IN
THE EVENT THAT THIS NOTIFICATION IS NOT GIVEN, THE CONTRACTOR SHALL ASSUME
FULL RESPONSIBILITY FOR ANY REVISIONS NECESSARY.
NOTES:
1. SEE SHEET LI-04 THROUGH LI-05 FOR IRRIGATION DETAILS.
2. SEE THIS SHEET FOR NOTES AND IRRIGATION LEGEND
7-15-25
8-31-26
1 7-17-25 Bid Documents
19-006.02
P.O. Box 231323 Encinitas, CA 92023wyac.com 619.232.4004
17
SWEET WATER SPRINGS BLVD
SWEET WATER SPRINGS BLVD
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GROUND COVERS CODE BOTANICAL / COMMON NAME SIZE SPACING QTY DETAIL
DG DECOMPOSED GRANITE 13,300 SF
3/8" UNSCREENED CALIFORNIA GOLD D.G. - 3"
DEPTH OVER FILTER FABRIC.
TYP. INSIDE LEVEL PLANTER AREAS
AND PARKING LOTS.
RIV 1 6"-8" IN SIZE, ARIZONA BLEND, AVAILABLE 7,800 SF
THROUGH SOUTHWEST BOULDERS. INFILL
BETWEEN VOIDS WITH 3
8" TO 3
4" PEA GRAVEL
SIZE ROCK OF SAME BLEND AS SPECIFIED.
TYP. OUTSIDE PERIMETER AREAS AT STREET
AND PARKING LOTS.
MUL 3" UNIFORM DEPTH PINE WOOD MULCH 11,680 SF
JUT JUTE MATTING ON SLOPE AREAS STEEPER 4,500 SF
THAN 3:1 (STAPLED)
PLANT SCHEDULE
BOULDER CLUSTER LOCATIONS - TO BE
SPOTTED BY LANDSCAPE ARCHITECT IN
FIELD FROM FOLLOWING INVENTORIES -
30% 3'X3'X3', 20" 4'X4'X4', 10% 5'X5X5' - ARIZONA
BLEND, AVAILABLE THROUGH SOUTHWEST
BOULDERS. TOTAL BOULDER COUNT 120.
Sheet Title:
Drawn:
Date:
Checked:
RevisionDateNo.
RR
9/22/2024
PC
WYAC Project Number
Sheet Number:
OT
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PH
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IRRIGATION SYSTEM NOTES:
CONTRACTOR SHALL NOT WILLFULLY INSTALL THE IRRIGATION SYSTEM AS SHOWN ON
THESE DRAWINGS WHEN IT IS OBVIOUS THAT FIELD OBSTRUCTIONS AND/OR
DIFFERENCES IN THE AREA DIMENSIONS EXIST THAT MAY NOT HAVE BEEN
CONSIDERED IN THE SYSTEM ENGINEERING. SUCH OBSTRUCTIONS OR DIFFERENCES
SHALL BE BROUGHT TO THE IMMEDIATE ATTENTION OF THE RESIDENT ENGINEER. IN
THE EVENT THAT THIS NOTIFICATION IS NOT GIVEN, THE CONTRACTOR SHALL ASSUME
FULL RESPONSIBILITY FOR ANY REVISIONS NECESSARY.
NOTES:
1. SEE SHEET LI-04 THROUGH LI-05 FOR IRRIGATION DETAILS.
2. SEE THIS SHEET FOR NOTES AND IRRIGATION LEGEND
7-15-25
8-31-26
19-006.02
P.O. Box 231323 Encinitas, CA 92023wyac.com 619.232.4004
18
OWD Phase 2 Landscape Upgrade
PROJECT NAME: OWD Phase 2 Demonstration Garden and corporate parking/streetscape landscape PHASE:
CLIENT: Kent Payne - OWD Facilities Director PROJECT NUMBER:
DATE:
General Area Take -off
Description / Deliverables:Quantity Unit Total
New Landscape ands soft hardscape (DG, Mulch & Cobble)25,000 SF
Subtotal Site
Site Development - Projects Costs
Site Mobilization
Description / Deliverables:Quantity Unit Unit Cost Total
Mobilization 1 LS $3,500.00 $3,500
Subtotal Mobilization $3,500
Site Construction
Description / Deliverables:Quantity Unit Unit Cost Total
Clearing of existing planting to be removed and general clean up (includes preservation of existing
trees, shrubs & ground covers to be protected in place).22,000 SF $1.00 $22,000
Rock Cobble infill 6"- 8" single course hand laid over filter fabric with pea gravel size infill - 3/8"
screened 5,000 SF $4.30 $21,500
Decomposed Granite Ground Mulch 3" uniform depth (over filter fabric)12,000 SF $3.00 $36,000
Boulders (2' x 2' x 3')60 Allow $350.00 $21,000
Walk-on Bark Mulch 3" uniform depth (over filter fabric)12,500 SF $1.50 $18,750
Subtotal Site Construction $75,750
Irrigation
Description / Deliverables:Quantity Unit Unit Cost Total
Drip Irrigation System 25,000 SF $3.25 $81,250
Bubbler Irrigation system - Tree bubbler heads as shown on plans)175 EA $150.00 $26,250
Connect to existing point of connection 1 EA $2,500.00 $2,500
Upgrade Smart Controller (replacing existing controller and connect to Phase 1 Smart Controller)1 EA $3,000.00 $3,000
Installation of new master valve & flow sensor (to be connected with phase 1 smart controller
through new controller for phase 2).1 EA $3,000.00 $3,000
Subtotal Irrigation $116,000
Site Landscape
Description / Deliverables:Quantity Unit Unit Cost Total
24" Box Trees- Specimen Select Species 83 EA $700.00 $58,100
Root Barriers 32 EA $250.00 $8,000
1 Gal. Shrubs / Groundcover 460 EA $22.00 $10,120
Subtotal Landscape $76,220
Preliminary Assumption of Projected Costs 2024
9/5/2024
CD-Bid Phase
21-012.000
ATTACHMENT D
19
Summary Based on Design Development as proposed
Site Mobilization $3,500
Site Construction $75,750
Irrigation $116,000
Landscape $76,220
Subtotal $271,470
10% Contingency $27,147
TOTAL $298,617
20
STAFF REPORT
TYPE MEETING: Regular Board MEETING DATE: October 1, 2025
SUBMITTED BY: Miriam Perez, Accountant
PROJECT: DIV. NO. ALL
APPROVED BY: Kevin Koeppen, Assistant Chief Financial Officer
Joseph R. Beachem, Chief Financial Officer
Jose Martinez, General Manager
SUBJECT: Fiscal Year 2025 Board of Directors’ Expenses
GENERAL MANAGER’S RECOMMENDATION:
This is an informational item only.
COMMITTEE ACTION:
This is an informational item only. Please see Attachment A for any
comments made at committee.
PURPOSE:
To present the Board of Directors’ expenses for Fiscal Year 2025.
ANALYSIS:
California Government Code Section 53065.5 mandates that special
districts must, at least annually, disclose any reimbursements paid
by a district within the immediately preceding fiscal year. This
requirement is echoed in the District’s Code of Ordinances, Policy 8.
To meet these requirements, staff prepares and presents the Board of
Directors’ expenses on an annual basis. The table on the following
page summarizes the reimbursements and per diems paid by the District
for Fiscal Year 2025, with detailed information available in
Attachments C-J.
AGENDA ITEM 7
2
The table above displays the expenses by category and Director. The
expenses totaled $106,277.02 with $66,432.00, or 62.5%, of the
expenses stemming from Director’s Fees.
FISCAL IMPACT:
None.
STRATEGIC GOAL:
Prudently manage District funds.
LEGAL IMPACT:
Compliance with California law and the District’s Code of Ordinances,
Policy 8.
Attachments: Attachment A: Committee Action
Attachment B: Directors’ Expenses and Per Diems
Presentation
Attachments C-J: Directors’ Expenses Details
Croucher2 Gonzalez7 Keyes2,5 Lopez1 Rivera3,6 Robak3 Smith4 Total
Business Meetings 274.00$ 470.00$ 120.00$ 446.00$ 394.00$ 2,393.77$ -$ 4,097.77$
Director's Fees 7,612.00 8,823.00 4,325.00 15,916.00 9,169.00 19,722.00 865.00 66,432.00$
Mileage Business - 588.93 - 597.46 253.05 1,578.49 - 3,017.93$
Mileage Commuting 27.55 381.79 - 327.46 306.00 59.33 - 1,102.13$
Conferences and Seminars 75.00 2,586.50 595.00 4,770.50 1,696.50 6,016.50 - 15,740.00$
Travel 137.97 2,398.89 - 3,707.63 1,052.74 8,589.96 - 15,887.19$
Total 8,126.52$ 15,249.11$ 5,040.00$ 25,765.05$ 12,871.29$ 38,360.05$ 865.00$ 106,277.02$
1.President: Director Lopez July 1, 2024 – Current.
2.Vice President: Director Keyes July 1, 2024 – December 6, 2024, and Director Croucher from January 1, 2025 – Current.
3.Treasurer: Director Robak July 1, 2024 – December 31, 2024, and Director Rivera from January 1, 2025 – Current.
4. Director Smith's service as a Director ended August 2, 2024.
5. Director Keyes's service as a Director ended December 6, 2024.
6. Director Rivera's service as a Director began September 4, 2024.
7. Director Gonzalez's service as a Director began December 6, 2024.
OTAY WATER DISTRICT
BOARD EXPENSES
July 1, 2024 - June 30, 2025
ATTACHMENT A
SUBJECT/PROJECT: Fiscal Year 2025 Board of Directors’ Expenses
COMMITTEE ACTION:
The Finance and Administration Committee (Committee) reviewed this
informational item at a meeting held on September 18, 2025, and the
following comments were made:
BOARD OF DIRECTORS’
EXPENSES AND PER DIEMS
Finance and Administration Committee
September 18, 2025
Board of Directors Meeting
October 1, 2025
Attachment B
California Government Code Section 53065.5 and Otay
Water District’s Code of Ordinances, Policy 8 require that
staff present the Expenses and Per Diems for the Board of
Directors on an annual basis:
•Fiscal Year 2025.
•The expenses are shown by Board member and expense
type.
•The information is presented in alphabetical order.
Croucher2 Gonzalez7 Keyes2,5 Lopez1 Rivera3,6 Robak3 Smith4 Total
Business Meetings 274.00$ 470.00$ 120.00$ 446.00$ 394.00$ 2,393.77$ -$ 4,097.77$
Director's Fees 7,612.00 8,823.00 4,325.00 15,916.00 9,169.00 19,722.00 865.00 66,432.00$
Mileage Business - 588.93 - 597.46 253.05 1,578.49 - 3,017.93$
Mileage Commuting 27.55 381.79 - 327.46 306.00 59.33 - 1,102.13$
Conferences and Seminars 75.00 2,586.50 595.00 4,770.50 1,696.50 6,016.50 - 15,740.00$
Travel 137.97 2,398.89 - 3,707.63 1,052.74 8,589.96 - 15,887.19$
Total 8,126.52$ 15,249.11$ 5,040.00$ 25,765.05$ 12,871.29$ 38,360.05$ 865.00$ 106,277.02$
OTAY WATER DISTRICT
BOARD EXPENSES
July 1, 2024 - June 30, 2025
1. President: Director Lopez July 1, 2024 – Current.
2. Vice President: Director Keyes July 1, 2024 – December 6, 2024, and Director Croucher from January 1, 2025 – Current.
3. Treasurer: Director Robak July 1, 2024 – December 31, 2024, and Director Rivera from January 1, 2025 – Current.
4. Director Smith's service as a Director ended August 2, 2024.
5. Director Keyes's service as a Director ended December 6, 2024.
6. Director Rivera's service as a Director began September 4, 2024.
7. Director Gonzalez's service as a Director began December 6, 2024.
Attachment C
Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Total
123456789101112
1b3000 GARY CROUCHER (DETAILED IN ATTACHMENT D)
IN 5214 Business Meetings -$ 80.00$ -$ -$ -$ -$ -$ 105.00$ -$ 27.00$ -$ 62.00$ 274.00$
LD 5281 Director's Fees 346.00 692.00 865.00 692.00 519.00 692.00 692.00 1,038.00 692.00 692.00 692.00 - 7,612.00
IN 5211 Mileage - Business - - - - - - - - - - - - -
LD 5211 Mileage - Commuting - - 21.78 5.77 - - - - - - - - 27.55
IN 5213 Seminars and Conferences - - - - 75.00 - - - - - - - 75.00
IN 5212 Travel - - - 137.97 - - - - - - - - 137.97
IN 5222 Community Events - - - - - - - - - - - - -
Total 346.00$ 772.00$ 886.78$ 835.74$ 594.00$ 692.00$ 692.00$ 1,143.00$ 692.00$ 719.00$ 692.00$ 62.00$ 8,126.52$
1b2000 DELFINA GONZALEZ (DETAILED IN ATTACHMENT E)
IN 5214 Business Meetings -$ -$ -$ -$ -$ -$ -$ 105.00$ 85.00$ 27.00$ 137.00$ 116.00$ 470.00$
LD 5281 Director's Fees - - - - - 1,384.00 865.00 1,038.00 1,211.00 1,384.00 1,730.00 1,211.00 8,823.00
IN 5211 Mileage - Business - - - - - 26.13 6.30 36.40 79.80 295.40 144.90 - 588.93
LD 5211 Mileage - Commuting - - - - - -131.27 - 117.55 - 78.37 54.60 381.79
IN 5213 Seminars and Conferences - - - - - -- 1,839.00 - 747.50 - - 2,586.50
IN 5212 Travel - - - - - -- 406.59 - - 1,992.30 - 2,398.89
IN 5222 Community Events - - - - - -- - - -- - -
-$ -$ -$ -$ -$ 1,410.13$ 1,002.57$ 3,424.99$ 1,493.35$ 2,453.90$ 4,082.57$ 1,381.60$ 15,249.11$
1b2000 RYAN KEYES (DETAILED IN ATTACHMENT F)
IN 5214 Business Meetings 60.00$ -$ -$ 60.00$ -$ -$ -$ -$ -$ -$ -$ -$ 120.00$
LD 5281 Director's Fees 692.00 1,211.00 692.00 1,038.00 519.00 173.00 - - - - - - 4,325.00
IN 5211 Mileage - Business - - - - - - - - - - - - -
LD 5211 Mileage - Commuting - - - - - - - - - - - - -
IN 5213 Seminars and Conferences 595.00 - - - - - - - - - - - 595.00
IN 5212 Travel - - - - - - - - - - - - -
IN 5222 Community Events - - - - - - - - - - - - -
Total 1,347.00$ 1,211.00$ 692.00$ 1,098.00$ 519.00$ 173.00$ -$ -$ -$ -$ -$ -$ 5,040.00$
1b4000 JOSE LOPEZ (DETAILED IN ATTACHMENT G)
IN 5214 Business Meetings 60.00$ -$ -$ -$ -$ -$ -$ 105.00$ 85.00$ 27.00$ 107.00$ 62.00$ 446.00$
LD 5281 Director's Fees 1,038.00 1,557.00 1,730.00 1,384.00 - 692.00 1,384.00 1,730.00 1,730.00 1,211.00 1,730.00 1,730.00 15,916.00
IN 5211 Mileage - Business 57.62 26.13 226.46 10.05 - -84.70 47.60 - 32.20 60.90 51.80 597.46
LD 5211 Mileage - Commuting 13.71 27.41 55.63 27.41 - 27.41 42.95 28.64 39.90 - - 64.40 327.46
IN 5213 Seminars and Conferences - 2,100.00 899.00 - 75.00 - - 949.00 - 747.50 - - 4,770.50
IN 5212 Travel - 772.62 400.56 137.97 1,343.74 - - 431.60 - - 621.14 - 3,707.63
IN 5222 Community Events - - - - - - - - - - - - -
1,169.33$ 4,483.16$ 3,311.65$ 1,559.43$ 1,418.74$ 719.41$ 1,511.65$ 3,291.84$ 1,854.90$ 2,017.70$ 2,519.04$ 1,908.20$ 25,765.05$
OTAY WATER DISTRICT
ADMINISTRATIVE EXPENSES - BOARD
JULY 1, 2024 - JUNE 30, 2025
Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Total
OTAY WATER DISTRICT
ADMINISTRATIVE EXPENSES - BOARD
JULY 1, 2024 - JUNE 30, 2025
1b1000 FRANCISCO RIVERA (DETAILED IN ATTACHMENT H)
IN 5214 Business Meetings -$ -$ -$ 60.00$ 80.00$ -$ -$ 80.00$ 85.00$ 27.00$ -$ 62.00$ 394.00$
LD 5281 Director's Fees - - 865.00 1,730.00 865.00 692.00 346.00 692.00 1,211.00 1,038.00 865.00 865.00 9,169.00
IN 5211 Mileage - Business - - 17.42 6.03 - - 19.60 33.60 43.40 109.90 - 23.10 253.05
LD 5211 Mileage - Commuting - - 49.77 - 88.10 16.59 33.92 32.20 69.32 - - 16.10 306.00
IN 5213 Seminars and Conferences - - - - - - - 949.00 - 747.50 - - 1,696.50
IN 5212 Travel - - - - - - - 431.60 - - 621.14 - 1,052.74
IN 5222 Community Events - - - - - - - - - - - - -
Total -$ -$ 932.19$ 1,796.03$ 1,033.10$ 708.59$ 399.52$ 2,218.40$ 1,408.72$ 1,922.40$ 1,486.14$ 966.20$ 12,871.29$
1b5000 MARK ROBAK (DETAILED IN ATTACHMENT I)
IN 5214 Business Meetings 110.00$ 80.00$ 89.42$ 457.07$ 290.00$ 30.00$ 155.00$ 325.00$ 40.00$ 92.00$ 310.78$ 414.50$ 2,393.77$
LD 5281 Director's Fees 1,730.00 1,730.00 1,730.00 1,730.00 1,384.00 1,730.00 1,557.00 1,211.00 1,730.00 1,730.00 1,730.00 1,730.00 19,722.00
IN 5211 Mileage - Business 58.96 90.45 286.09 222.75 58.29 263.20 44.10 28.00 31.50 105.70 274.65 114.80 1,578.49
LD 5211 Mileage - Commuting - - - 28.13 - - - 20.65 - - - 10.55 59.33
IN 5213 Seminars and Conferences 1,370.00 - 1,800.00 - - - - 2,099.00 - 747.50 - - 6,016.50
IN 5212 Travel - 772.62 473.66 - 3,734.15 - - 924.96 1,374.02 - 1,310.55 - 8,589.96
IN 5222 Community Events - - - - - - - - - - - - -
Total 3,268.96$ 2,673.07$ 4,379.17$ 2,437.95$ 5,466.44$ 2,023.20$ 1,756.10$ 4,608.61$ 3,175.52$ 2,675.20$ 3,625.98$ 2,269.85$ 38,360.05$
1b1000 TIM SMITH (DETAILED IN ATTACHMENT J)
IN 5214 Business Meetings -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
LD 5281 Director's Fees 865.00 - - - - - - - - - - - 865.00
IN 5211 Mileage - Business - - - - - - - - - - - - -
LD 5211 Mileage - Commuting - - - - - - - - - - - - -
IN 5213 Seminars and Conferences - - - - - - - - - - - - -
IN 5212 Travel - - - - - - - - - - - - -
IN 5222 Community Events - - - - - - - - - - - - -
865.00$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 865.00$
TOTALS:
5214 Business Meetings 230.00$ 160.00$ 89.42$ 577.07$ 370.00$ 30.00$ 155.00$ 720.00$ 295.00$ 200.00$ 554.78$ 716.50$ 4,097.77$
5281 Director's Fees 4,671.00 5,190.00 5,882.00 6,574.00 3,287.00 5,363.00 4,844.00 5,709.00 6,574.00 6,055.00 6,747.00 5,536.00 66,432.00
5211 Mileage - Business 116.58 116.58 529.97 238.83 58.29 289.33 154.70 145.60 154.70 543.20 480.45 189.70 3,017.93
5211 Mileage - Commuting 13.71 27.41 127.18 61.31 88.10 44.00 208.14 81.49 226.77 -78.37 145.65 1,102.13
5213 Seminars and Conferences 1,965.00 2,100.00 2,699.00 -150.00 - - 5,836.00 - 2,990.00 - - 15,740.00
5212 Travel - 1,545.24 874.22 275.94 5,077.89 - - 2,194.75 1,374.02 - 4,545.13 -15,887.19
5222 Community Events - - - - - - - - - - - - -
Total 6,996.29$ 9,139.23$ 10,201.79$ 7,727.15$ 9,031.28$ 5,726.33$ 5,361.84$ 14,686.84$ 8,624.49$ 9,788.20$ 12,405.73$ 6,587.85$ 106,277.02$
Attachment D
DIRECTOR'S NAME CROUCHER, GARY
Account Name Date Descriptions Sum of Amount
Business meetings 8/22/2024 CSDA - San Diego Chapter Meeting 80.00
2/24/2025 Chula Vista Chamber of Commerce Meeting 25.00
2/27/2025 CSDA - San Diego Chapter Meeting 80.00
4/23/2025 Chula Vista Chamber of Commerce Meeting 27.00
6/23/2025 Council of Water Utilities Meeting 62.00
Business meetings Total 274.00
Mileage - Commuting 10/10/2024 September Commuting Mileage 21.78
11/28/2024 October Commuting Mileage 5.77
Mileage - Commuting Total 27.55
Travel 10/22/2024 CRWUA Conference Airfare Cancellation Fee 137.97
Travel Total 137.97
Director's Fee 7/23/2024 EO&WR Committee Meeting 173.00
7/24/2024 CWA Matters Meeting 173.00
8/7/2024 OWD Monthly Board Meeting 173.00
8/13/2024 CPRL&L Committee Meeting 173.00
8/14/2024 Finance & Administration Committee Meeting 173.00
8/21/2024 CWA Matters Meeting 173.00
9/3/2024 Qtrly GM/Director Meeting 173.00
9/4/2024 OWD Monthly Board Meeting 173.00
9/6/2024 Special Board Meeting - Amazon Tour 173.00
9/13/2024 Special Board Meeting - New Director Oath of Office 173.00
9/17/2024 CWA Matters Meeting 173.00
10/2/2024 OWD Monthly Board Meeting 173.00
10/17/2024 CPRL&L Committee Meeting 173.00
10/18/2024 CWA Matters Meeting 173.00
10/24/2024 CWA Representatives Meeting w/ GM 173.00
11/6/2024 OWD Monthly Board Meeting 173.00
11/14/2024 CWA Matters Meeting 173.00
11/19/2024 CWA Matters Meeting 173.00
12/6/2024 Special Board Meeting - New Director Oath of Office 173.00
12/12/2024 Qtrly GM/Director Meeting 173.00
12/16/2024 CWA Matters Meeting 173.00
12/17/2024 CWA Matters Meeting 173.00
1/8/2025 OWD Monthly Board Meeting 173.00
1/21/2025 CWA Matters Meeting 173.00
1/24/2025 OWD GM Meeting 173.00
1/30/2025 OWD GM Meeting 173.00
2/5/2025 OWD Monthly Board Meeting 173.00
2/7/2025 Chula Vista Wildfire Issues Meeting 173.00
2/13/2025 OWD GM Meeting 173.00
2/19/2025 Finance & Administration Committee Meeting 173.00
2/25/2025 CWA Matters Meeting 173.00
2/26/2025 Annual Board Workshop 173.00
3/4/2025 Qtrly GM/Director Meeting 173.00
3/5/2025 OWD Monthly Board Meeting 173.00
3/18/2025 CPRL&L Committee Meeting 173.00
3/25/2025 CWA Matters Meeting 173.00
4/2/2025 OWD Monthly Board Meeting 173.00
4/15/2025 Finance & Administration Committee Meeting 173.00
4/16/2025 Special Board Meeting - Budget Workshop 173.00
4/22/2025 CWA Matters Meeting 173.00
5/6/2025 OWD GM Meeting 173.00
5/20/2025 CWA Matters Meeting 173.00
5/21/2025 Finance & Administration Committee Meeting 173.00
5/29/2025 Ad Hoc Legal Services Committee Meeting 173.00
Director's Fee Total 7,612.00
Conferences and Seminars 11/14/2024 CRWUA Registration Cancellation Fee 75.00
Conferences and Seminars Total 75.00
Grand Total 8,126.52
Page 1 of 1
Attachment E
DIRECTOR'S NAME GONZALEZ, DELFINA
Account Name Date Descriptions Sum of Amount
Business meetings 2/24/2025 Chula Vista Chamber of Commerce Meeting 25.00
2/24/2025 CSDA - San Diego Chapter Meeting 80.00
3/25/2025 Council of Water Utilities Meeting 60.00
3/25/2025 Chula Vista Chamber of Commerce Meeting 25.00
4/23/2025 Chula Vista Chamber of Commerce Meeting 27.00
5/23/2025 Chula Vista Chamber of Commerce Meeting 27.00
5/23/2025 CSDA - San Diego Chapter Meeting 80.00
5/23/2025 Otay Mesa Chamber of Commerce Meeting 30.00
6/23/2025 Council of Water Utilities Meeting 62.00
6/23/2025 Chula Vista Chamber of Commerce Meeting 54.00
Business meetings Total 470.00
Mileage - Business 12/31/2024 December Travel Mileage Reimbursement 26.13
1/31/2025 January Travel Mileage Reimbursement 6.30
2/28/2025 February Travel Mileage Reimbursement 36.40
3/31/2025 March Travel Mileage Reimbursement 79.80
4/30/2025 April Travel Mileage Reimbursement 295.40
6/30/2025 May Travel Mileage Reimbursement 144.90
Mileage - Business Total 588.93
Mileage - Commuting 1/30/2025 January Commuting Mileage 131.27
3/27/2025 March Commuting Mileage 117.55
6/5/2025 May Commuting Mileage 78.37
6/30/2025 June Commuting Mileage 54.60
Mileage - Commuting Total 381.79
Travel 2/24/2025 ACWA Conference Airfare Spring 2025 406.59
5/23/2025 ACWA Conference Lodging Spring 2025 931.71
5/23/2025 ACWA Conference Lodging Deposit Spring 2025 378.84
5/23/2025 CSDA Leadership Training Lodging 681.75
Travel Total 2,398.89
Director's Fee 12/6/2024 Special Board Meeting - New Director Oath of Office 173.00
12/10/2024 OWD Human Resource Meeting 173.00
12/11/2024 OWD Financial Officer Meeting 173.00
12/12/2024 OWD General Council Meeting 173.00
12/17/2024 OWD Operations Meeting 173.00
12/18/2024 OWD Engineering Meeting 173.00
12/19/2024 OWD Media Pre Briefing 173.00
12/20/2024 Univision TV Interview 173.00
1/8/2025 OWD Monthly Board Meeting 173.00
1/9/2025 South County EDC Monthly Board Meeting 173.00
1/24/2025 OWD GM Meeting 173.00
1/27/2025 FLOW Meeting 173.00
1/30/2025 OWD GM Meeting 173.00
2/3/2025 FLOW Meeting 173.00
2/4/2025 South County EDC Monthly Board Meeting 173.00
2/5/2025 OWD Monthly Board Meeting 173.00
2/14/2025 Qtrly GM/Director Meeting 173.00
2/26/2025 OWD Board Workshop 173.00
2/27/2025 CSDA - San Diego Chapter Meeting 173.00
3/4/2025 CSDA - San Diego Chapter Meeting 173.00
3/5/2025 OWD Monthly Board Meeting 173.00
3/7/2025 Chula Vista Chamber of Commerce Meeting 173.00
3/18/2025 CSDA - San Diego Chapter Meeting 173.00
3/20/2025 OWD/Cuyamaca College - Women in Water Symposium 173.00
3/25/2025 CSDA Training Course 173.00
3/26/2025 Otay Mesa Port Meeting 173.00
4/1/2025 South County EDC Monthly Board Meeting 173.00
4/2/2025 OWD Monthly Board Meeting 173.00
4/16/2025 Special Board Meeting - Budget Workshop 173.00
4/21/2025 CSDA Conference 173.00
4/22/2025 CSDA Conference 173.00
4/23/2025 CSDA Conference 173.00
4/24/2025 CSDA Conference 173.00
4/29/2025 South County EDC Economic Summit 173.00
5/7/2025 OWD Monthly Board Meeting 173.00
5/8/2025 OWD - Media Training 173.00
5/9/2025 Univision TV Interview 173.00
Page 1 of 2
Director's Fee 5/11/2025 ACWA Conference 173.00
5/12/2025 ACWA Conference 173.00
5/13/2025 ACWA Conference 173.00
5/14/2025 ACWA Conference 173.00
5/15/2025 ACWA Conference 173.00
5/23/2025 Ad Hoc GM Evaluation Meeting 173.00
5/29/2025 Qtrly GM/Director Meeting 173.00
6/1/2025 Ad Hoc GM Evaluation Meeting 173.00
6/4/2025 OWD Monthly Board Meeting 173.00
6/6/2025 Chula Vista Chamber of Commerce Meeting 173.00
6/17/2025 CSDA SD Chapter Water Utilies 173.00
6/18/2025 OWD GM Meeting CIP Discussion 173.00
6/25/2025 Special Board Meeting - Calfire Tour 173.00
6/30/2025 Ad Hoc GM Evaluation Meeting 173.00
Director's Fee Total 8,823.00
Conferences and Seminars 2/24/2025 ACWA Conference Registration Fee Spring 2025 949.00
2/24/2025 CSDA Leadership Training Registration Fee 890.00
4/23/2025 WateReuse Conference Registration Fee 747.50
Conferences and Seminars Total 2,586.50
Grand Total 15,249.11
Page 2 of 2
Attachment F
DIRECTOR'S NAME KEYES, RYAN
Account Name Date Descriptions Sum of Amount
Business meetings 7/8/2024 Council of Water Utilities Meeting 60.00
10/22/2024 Council of Water Utilities Meeting 60.00
Business meetings Total 120.00
Director's Fee 7/15/2024 CSDA Training Course 173.00
7/21/2024 CSDA Training Course 173.00
7/23/2024 EO&WR Committee Meeting 173.00
7/25/2024 CSDA Course - Special Districts Resilience Summit 173.00
8/7/2024 OWD Monthly Board Meeting 173.00
8/9/2024 Qtrly GM/Director Meeting 173.00
8/21/2024 Urban Water Institute Annual Conference 173.00
8/22/2024 Urban Water Institute Annual Conference 173.00
8/23/2024 Urban Water Institute Annual Conference 173.00
8/27/2024 OWD/City of CV/Sweetwater Meeting 173.00
8/28/2024 ACWA Committee Meeting 173.00
9/4/2024 OWD Monthly Board Meeting 173.00
9/6/2024 Special Board Meeting - Amazon Tour 173.00
9/13/2024 Special Board Meeting - New Director Oath of Office 173.00
9/17/2024 EO&WR Committee Meeting 173.00
10/2/2024 OWD Monthly Board Meeting 173.00
10/10/2024 Otay Mesa Chamber of Commerce - 37th Annual Soiree & Awards 173.00
10/11/2024 Agenda Review 173.00
10/15/2024 Council of Water Utilities Meeting 173.00
10/16/2024 EO&WR Committee Meeting 173.00
10/31/2024 Board Agenda Briefing 173.00
11/6/2024 OWD Monthly Board Meeting 173.00
11/8/2024 OWD GM Meeting 173.00
11/15/2024 OWD GM Meeting 173.00
12/6/2024 Special Board Meeting - New Director Oath of Office 173.00
Director's Fee Total 4,325.00
Conferences and Seminars 7/22/2024 Urban Water Institute Inc Registration Fee 595.00
Conferences and Seminars Total 595.00
Grand Total 5,040.00
Page 1 of 1
Attachment G
DIRECTOR'S NAME LOPEZ, JOSE
Account Name Date Descriptions Sum of Amount
Business meetings 7/8/2024 Council of Water Utilities Meeting 60.00
2/24/2025 Chula Vista Chamber of Commerce Meeting 25.00
2/24/2025 CSDA - San Diego Chapter Meeting 80.00
3/25/2025 Council of Water Utilities Meeting 60.00
3/25/2025 Chula Vista Chamber of Commerce Meeting 25.00
4/23/2025 Chula Vista Chamber of Commerce Meeting 27.00
5/23/2025 Chula Vista Chamber of Commerce Meeting 27.00
5/23/2025 CSDA - San Diego Chapter Meeting 80.00
6/23/2025 Council of Water Utilities Meeting 62.00
Business meetings Total 446.00
Mileage - Business 7/31/2024 July Travel Mileage Reimbursement 57.62
8/31/2024 August Travel Mileage Reimbursement 26.13
9/30/2024 September Travel Mileage Reimbursement 226.46
10/31/2024 October Travel Mileage Reimbursement 10.05
1/31/2025 January Travel Mileage Reimbursement 84.70
2/28/2025 February Travel Mileage Reimbursement 47.60
4/30/2025 April Travel Mileage Reimbursement 32.20
5/31/2025 May Travel Mileage Reimbursement 60.90
6/30/2025 June Travel Mileage Reimbursement 51.80
Mileage - Business Total 597.46
Mileage - Commuting 8/15/2024 July Commuting Mileage 13.71
9/12/2024 August Commuting Mileage 27.41
10/24/2024 September Commuting Mileage 55.63
11/7/2024 October Commuting Mileage 27.41
1/16/2025 December Commuting Mileage 27.41
3/13/2025 January Commuting Mileage 42.95
3/27/2025 February Commuting Mileage 28.64
3/30/2025 March Commuting Mileage 39.90
6/30/2025 June Commuting Mileage 64.40
Mileage - Commuting Total 327.46
Travel 8/22/2024 CSDA Conference Lodging 772.62
9/23/2024 Binational Delegation Conference Airfare 400.56
10/22/2024 CRWUA Conference Airfare Cancellation Fee 137.97
11/22/2024 Binational Delegation Conference Lodging 1,343.74
2/24/2025 ACWA Conference Airfare Spring 2025 431.60
5/23/2025 ACWA Conference Lodging Spring 2025 621.14
Travel Total 3,707.63
Director's Fee 7/9/2024 SCEDC Meeting 173.00
7/16/2024 Council of Water Utilities Meeting 173.00
7/18/2024 OWD GM Meeting 173.00
7/19/2024 OWD GM & General Counsel Meeting 173.00
7/23/2024 Finance & Administration Committee Meeting 173.00
7/25/2024 SDCWA Meeting 173.00
8/1/2024 Board Agenda Briefing 173.00
8/6/2024 Water Conservation Garden Meeting 173.00
8/7/2024 OWD Monthly Board Meeting 173.00
8/8/2024 Committee Agenda Briefing 173.00
8/14/2024 Finance & Administration Committee Meeting 173.00
8/15/2024 Qtrly GM/Director Meeting 173.00
8/27/2024 OWD/City of CV/Sweetwater Meeting 173.00
8/28/2024 AD Hoc Salt Creek Committee Meeting 173.00
8/29/2024 Board Agenda Briefing 173.00
9/3/2024 OWD Interviews - Task Group 173.00
9/4/2024 OWD Monthly Board Meeting 173.00
9/6/2024 Special Board Meeting - Amazon Tour 173.00
9/9/2024 CSDA Conference 173.00
9/10/2024 CSDA Conference 173.00
9/11/2024 CSDA Conference 173.00
9/12/2024 CSDA Conference 173.00
9/13/2024 Special Board Meeting - New Director Oath of Office 173.00
9/19/2024 Finance & Administration Committee Meeting 173.00
9/26/2024 Board Agenda Briefing 173.00
10/2/2024 OWD Monthly Board Meeting 173.00
10/16/2024 Finance & Administration Committee Meeting 173.00
10/18/2024 CWA Matters Meeting 173.00
10/20/2024 Binational Delegation Conference 173.00
Page 1 of 3
Director's Fee 10/21/2024 Binational Delegation Conference 173.00
10/22/2024 Binational Delegation Conference 173.00
10/23/2024 Binational Delegation Conference 173.00
10/31/2024 Board Agenda Briefing 173.00
12/3/2024 Special Board Meeting Agenda Briefing 173.00
12/6/2024 Special Board Meeting - New Director Oath of Office 173.00
12/11/2024 EO&WR Committee Meeting 173.00
12/31/2024 Board Agenda Briefing 173.00
1/8/2025 OWD Monthly Board Meeting 173.00
1/9/2025 South County EDC Monthly Board Meeting 173.00
1/15/2025 OWD GM Meeting 173.00
1/16/2025 Prep Meeting for Univision 173.00
1/17/2025 Univision TV Interview 173.00
1/21/2025 Telemundo Interview 173.00
1/23/2025 SDCWA Meeting 173.00
1/24/2025 Board Agenda Briefing 173.00
2/4/2025 South County EDC Monthly Board Meeting 173.00
2/5/2025 OWD Monthly Board Meeting 173.00
2/6/2025 OWD GM Meeting 173.00
2/12/2025 Qtrly GM/Director Meeting 173.00
2/13/2025 Committee Agenda Briefing 173.00
2/19/2025 Finance & Administration Committee Meeting 173.00
2/21/2025 Board Retreat Workshop Briefing 173.00
2/25/2025 Water Conservation Garden Meeting 173.00
2/26/2025 Board Retreat Workshop 173.00
2/27/2025 CA Special Districts Qrtly Meeting 173.00
3/4/2025 South County Economic Business Meeting 173.00
3/5/2025 OWD Monthly Board Meeting 173.00
3/7/2025 Chula Vista Chamber of Commerce Meeting 173.00
3/8/2025 Water Conservation Garden Meeting 173.00
3/13/2025 OWD Committee Agenda Briefing 173.00
3/17/2025 OWD Engineering Meeting 173.00
3/18/2025 Council of Water Utilities Meeting 173.00
3/19/2025 Finance & Administration Committee Meeting 173.00
3/25/2025 Water Conservation Garden Meeting 173.00
3/27/2025 OWD Board Agenda Briefing 173.00
4/1/2025 South County EDC Monthly Board Meeting 173.00
4/2/2025 OWD Monthly Board Meeting 173.00
4/10/2025 Committee Agenda Briefing 173.00
4/15/2025 Finance & Administration Committee Meeting 173.00
4/16/2025 Special Board Meeting - Budget Workshop 173.00
4/22/2025 Water Conservation Garden Meeting 173.00
4/29/2025 SCEDC Summit Conference - Liberty Station 173.00
5/2/2025 Board Agenda Briefing 173.00
5/7/2025 OWD Monthly Board Meeting 173.00
5/13/2025 ACWA Conference 173.00
5/14/2025 ACWA Conference 173.00
5/16/2025 Committee Agenda Briefing 173.00
5/20/2025 Engineering, Operations, Water Resources Committee Meeting 173.00
5/21/2025 Finance & Administration Committee Meeting 173.00
5/23/2025 Ad Hoc GM Evaluation Meeting 173.00
5/28/2025 Qtrly GM/Director Meeting 173.00
5/29/2025 Board Agenda Briefing 173.00
6/3/2025 South County EDC Monthly Board Meeting 173.00
6/4/2025 OWD Monthly Board Meeting 173.00
6/6/2025 CV Chamber of Commerce Dinner 173.00
6/12/2025 Committee Agenda Briefing 173.00
6/17/2025 Council of Water Utilities Meeting 173.00
6/18/2025 Finance & Administration Committee Meeting 173.00
6/19/2025 FLOW Meeting 173.00
6/25/2025 Special Board Meeting - Calfire Tour 173.00
6/26/2025 Board Agenda Briefing 173.00
6/30/2025 Ad Hoc GM Evaluation Committee Meeting 173.00
Director's Fee Total 15,916.00
Conferences and Seminars 8/22/2024 Binational Delegation Conference Registration Fee 2,100.00
9/23/2024 ACWA Conference Registration Fee Fall 2024 899.00
11/14/2024 CRWUA Registration Cancellation Fee 75.00
2/24/2025 ACWA Conference Registration Fee Spring 2025 949.00
4/23/2025 WateReuse Conference Registration Fee 747.50
Page 2 of 3
Conferences and Seminars Total 4,770.50
Grand Total 25,765.05
Page 3 of 3
Attachment H
DIRECTOR'S NAME RIVERA, FRANCISCO
Account Name Date Descriptions Sum of Amount
Business meetings 10/22/2024 Council of Water Utilities Meeting 60.00
11/22/2024 CSDA - San Diego Chapter Meeting 80.00
2/24/2025 CSDA - San Diego Chapter Meeting 80.00
3/25/2025 Council of Water Utilities Meeting 60.00
3/31/2025 Chula Vista Chamber of Commerce Meeting 25.00
4/23/2025 Chula Vista Chamber of Commerce Meeting 27.00
6/23/2025 Council of Water Utilities Meeting 62.00
Business meetings Total 394.00
Mileage - Business 9/30/2024 September Travel Mileage Reimbursement 17.42
10/31/2024 October Travel Mileage Reimbursement 6.03
1/31/2025 January Travel Mileage Reimbursement 19.60
2/28/2025 February Travel Mileage Reimbursement 33.60
3/31/2025 March Travel Mileage Reimbursement 43.40
4/30/2025 April Travel Mileage Reimbursement 109.90
6/30/2025 June Travel Mileage Reimbursement 23.10
Mileage - Business Total 253.05
Mileage - Commuting 10/10/2024 September Commuting Mileage 49.77
12/5/2024 November Commuting Mileage 88.10
12/19/2024 December Commuting Mileage 16.59
2/13/2025 January Commuting Mileage 33.92
3/13/2025 February Commuting Mileage 32.20
4/10/2025 March Commuting Mileage 69.32
6/30/2025 June Commuting Mileage 16.10
Mileage - Commuting Total 306.00
Travel 2/24/2025 ACWA Conference Airfare Spring 2025 431.60
5/23/2025 ACWA Conference Lodging Spring 2025 621.14
Travel Total 1,052.74
Director's Fee 9/13/2024 Special Board Meeting - New Director Oath of Office 173.00
9/16/2024 OWD - Human Resource Meeting 173.00
9/17/2024 EO&WR Committee Meeting 173.00
9/18/2024 OWD - Onboarding Meeting 173.00
9/30/2024 OWD GM & General Counsel Meeting 173.00
10/1/2024 AD Hoc Salt Creek Committee Meeting 173.00
10/2/2024 OWD Monthly Board Meeting 173.00
10/3/2024 San Diego Metro JPA Meeting 173.00
10/10/2024 Otay Mesa Chamber of Commerce - 37th Annual Soiree & Awards 173.00
10/15/2024 Council of Water Utilities Meeting 173.00
10/16/2024 Finance & Administration Committee Meeting 173.00
10/21/2024 CSDA Training Course 173.00
10/28/2024 CSDA Training Course 173.00
10/29/2024 CSDA Training Course 173.00
10/31/2024 CSDA Training Course 173.00
11/1/2024 CSDA Training Course 173.00
11/4/2024 CSDA Training Course 173.00
11/6/2024 OWD Monthly Board Meeting 173.00
11/9/2024 Cuyamaca College Water Conservation Meeting 173.00
11/14/2024 OWD GM Meeting 173.00
12/6/2024 Special Board Meeting - New Director Oath of Office 173.00
12/12/2024 OWD GM & General Counsel Meeting 173.00
12/14/2024 Starlight Parade 173.00
12/31/2024 AD Hoc Salt Creek Committee Meeting 173.00
1/8/2025 OWD Monthly Board Meeting 173.00
1/21/2025 EO&WR Committee Meeting 173.00
2/5/2025 OWD Monthly Board Meeting 173.00
2/10/2025 Qtrly GM/Director Meeting 173.00
2/26/2025 OWD Board Workshop 173.00
2/27/2025 CSDA - San Diego Chapter Meeting 173.00
3/5/2025 OWD Monthly Board Meeting 173.00
3/7/2025 San Diego Regional Chamber of Commerce Committee 173.00
3/12/2025 AD Hoc Salt Creek Committee Meeting 173.00
3/17/2025 EO&WR Committee Meeting 173.00
3/18/2025 Council of Water Utilities Meeting 173.00
3/19/2025 Finance & Administration Committee Meeting 173.00
3/21/2025 AD Hoc Salt Creek Committee Meeting 173.00
4/1/2025 Special Board Meeting - East Otay Mesa Pump Station Tour 173.00
4/2/2025 OWD Monthly Board Meeting 173.00
4/9/2025 SDCWA Citizen's Water Academy Training 173.00
4/10/2025 SDCWA Citizen's Water Academy Training 173.00
4/12/2025 SDCWA Citizen's Water Academy Training 173.00
4/16/2025 Special Board Meeting - Budget Workshop 173.00
5/7/2025 OWD Monthly Board Meeting 173.00
Page 1 of 2
Director's Fee 5/13/2025 ACWA Conference 173.00
5/14/2025 ACWA Conference 173.00
5/15/2025 ACWA Conference 173.00
5/16/2025 Qtrly GM/Director Meeting 173.00
6/4/2025 OWD Monthly Board Meeting 173.00
6/6/2025 Chula Vista Chamber of Commerce Meeting 173.00
6/17/2025 Council of Water Utilities Meeting 173.00
6/19/2025 EO&WR Committee Meeting 173.00
6/25/2025 Special Board Meeting 173.00
Director's Fee Total 9,169.00
Conferences and Seminars 2/24/2025 ACWA Conference Registration Fee Spring 2025 949.00
4/23/2025 WateReuse Conference Registration Fee 747.50
Conferences and Seminars Total 1,696.50
Grand Total 12,871.29
Page 2 of 2
Attachment I
DIRECTOR'S NAME ROBAK, MARK
Account Name Date Descriptions Sum of Amount
Business meetings 7/8/2024 Council of Water Utilities Meeting 60.00
7/22/2024 Chula Vista Chamber of Commerce Meeting 25.00
7/22/2024 San Diego East County Chamber of Commerce Meeting 25.00
8/22/2024 CSDA - San Diego Chapter Meeting 80.00
9/23/2024 Chula Vista Chamber of Commerce Meeting 25.00
9/23/2024 San Diego East County Chamber of Commerce Committee Meeting 35.00
9/30/2024 Expense Reimbursement September 2024 29.42
10/22/2024 Council of Water Utilities Meeting 60.00
10/22/2024 San Diego East County Chamber of Commerce Meeting 35.00
10/22/2024 East County EDC 40th Annual Meeting 200.00
10/31/2024 Expense Reimbursement October 2024 37.07
11/22/2024 Chula Vista Chamber of Commerce Meeting 25.00
11/22/2024 CSDA - San Diego Chapter Meeting 80.00
11/22/2024 San Diego East County Chamber of Commerce Meeting 35.00
11/22/2024 San Diego Regional Chamber of Commerce Committee Meeting 150.00
12/24/2024 San Diego East County Chamber of Commerce Meeting 30.00
1/22/2025 San Diego East County Chamber of Commerce Meeting 30.00
1/22/2025 San Diego Regional Chamber of Commerce Meeting 125.00
2/24/2025 Chula Vista Chamber of Commerce Meeting 25.00
2/24/2025 CSDA - San Diego Chapter Meeting 80.00
2/24/2025 San Diego Regional Chamber of Commerce 154 Anniversary Meeting 220.00
3/25/2025 Chula Vista Chamber of Commerce Meeting 25.00
3/25/2025 San Diego Regional East County Chamber of Commerce Meeting 15.00
4/23/2025 Chula Vista Chamber of Commerce Meeting 27.00
4/23/2025 San Diego East County Chamber of Commerce Meeting 35.00
4/23/2025 Otay Mesa Chamber of Commerce Meeting 30.00
5/23/2025 CSDA - San Diego Chapter Meeting 80.00
5/23/2025 San Diego East County Chamber of Commerce Meeting 60.00
5/23/2025 San Diego Regional Chamber of Commerce Committee Meeting 170.78
6/23/2025 Council of Water Utilities Meeting 62.00
6/23/2025 Chula Vista Chamber of Commerce Meeting 27.00
6/30/2025 Expense Reimbursement June 2025 42.24
6/30/2025 Expense Reimbursement January-May 2025 283.26
10/22/2025 San Diego East County Chamber of Commerce Meeting 125.00
Business meetings Total 2,393.77
Mileage - Business 7/30/2024 July Travel Mileage Reimbursement 58.96
8/31/2024 August Travel Mileage Reimbursement 90.45
9/30/2024 September Travel Mileage Reimbursement 286.09
10/31/2024 October Travel Mileage Reimbursement 222.75
11/30/2024 November Travel Mileage Reimbursement 58.29
12/31/2024 December Travel Mileage Reimbursement 263.20
1/31/2025 January Travel Mileage Reimbursement 44.10
2/28/2025 February Travel Mileage Reimbursement 28.00
3/31/2025 March Travel Mileage Reimbursement 31.50
4/30/2025 April Travel Mileage Reimbursement 105.70
5/21/2025 Parking/Uber Reimbursement Jan-May 2025 217.95
5/31/2025 May Travel Mileage Reimbursement 56.70
6/30/2025 June Travel Mileage Reimbursement 79.80
6/30/2025 June Expense Reimbursement 35.00
Mileage - Business Total 1,578.49
Mileage - Commuting 11/7/2024 October Commuting Mileage 28.13
3/13/2025 February Commuting Mileage 20.65
6/18/2025 June Commuting Mileage 10.55
Mileage - Commuting Total 59.33
Travel 8/22/2024 CSDA Conference Lodging 772.62
9/23/2024 Binational Delegation Conference Airfare 473.66
11/22/2024 Binational Delegation Conference Lodging 2,930.42
11/26/2024 ACWA Conference Lodging Fall 2024 803.73
2/24/2025 ACWA Conference Airfare Spring 2025 416.60
2/24/2025 WateReuse Symposium Airfare 508.36
3/25/2025 WateReuse Symposium Lodging 1,374.02
5/23/2025 ACWA Conference Lodging Spring 2025 931.71
5/23/2025 ACWA Conference Lodging Deposit Spring 2025 378.84
Travel Total 8,589.96
Director's Fee 7/9/2024 OWD Monthly Board Meeting 173.00
7/10/2024 JPA Board Meeting 173.00
7/11/2024 Water Conservation Garden Meeting 173.00
7/12/2024 Water Conservation Garden Meeting 173.00
Page 1 of 3
Director's Fee 7/16/2024 Council of Water Utilities Meeting 173.00
7/17/2024 EDC Monthly Board Meeting 173.00
7/18/2024 AD Hoc Salt Creek Committee Meeting 173.00
7/22/2024 Water Conservation Garden Meeting 173.00
7/23/2024 EO&WR Committee Meeting 173.00
7/25/2024 SDCWA Meeting 173.00
8/1/2024 San Diego Regional Chamber of Commerce Committee Meeting 173.00
8/6/2024 JPA Board Meeting 173.00
8/7/2024 OWD Monthly Board Meeting 173.00
8/12/2024 Qtrly GM/Director Meeting 173.00
8/13/2024 CPRL&L Committee Meeting 173.00
8/14/2024 EO&WR Committee Meeting 173.00
8/21/2024 Urban Water Institute Annual Conference 173.00
8/22/2024 Urban Water Institute Annual Conference 173.00
8/23/2024 Urban Water Institute Annual Conference 173.00
8/28/2024 AD Hoc Salt Creek Committee Meeting 173.00
9/4/2024 OWD Monthly Board Meeting 173.00
9/5/2024 San Diego Regional Chamber of Commerce Committee Meeting 173.00
9/9/2024 CSDA Conference 173.00
9/10/2024 CSDA Conference 173.00
9/11/2024 CSDA Conference 173.00
9/12/2024 CSDA Conference 173.00
9/17/2024 EO&WR Committee Meeting 173.00
9/18/2024 EDC Monthly Board Meeting 173.00
9/20/2024 LAFCO Special Districts Advisory Board 173.00
9/24/2024 Water Conservation Garden Meeting 173.00
10/1/2024 AD Hoc Salt Creek Committee Meeting 173.00
10/2/2024 OWD Monthly Board Meeting 173.00
10/3/2024 San Diego Regional Chamber of Commerce Committee Meeting 173.00
10/15/2024 Council of Water Utilities Meeting 173.00
10/16/2024 EO&WR Committee Meeting 173.00
10/17/2024 CPRL&L Committee 173.00
10/20/2024 Binational Delegation Conference 173.00
10/21/2024 Binational Delegation Conference 173.00
10/22/2024 Binational Delegation Conference 173.00
10/23/2024 Binational Delegation Conference 173.00
11/5/2024 South County EDC Monthly Board Meeting 173.00
11/6/2024 OWD Monthly Board Meeting 173.00
11/12/2024 San Diego East County Chamber of Commerce Annual Meeting 173.00
11/13/2024 Qtrly GM/Director Meeting 173.00
11/15/2024 Water Conservation Garden Meeting 173.00
11/19/2024 San Diego East County Chamber of Commerce Meeting 173.00
11/20/2024 EDC Monthly Board Meeting 173.00
11/21/2024 CSDA - San Diego Chapter Meeting 173.00
12/2/2024 ACWA Conference 173.00
12/3/2024 ACWA Conference 173.00
12/4/2024 ACWA Conference 173.00
12/5/2024 ACWA Conference 173.00
12/6/2024 Special Board Meeting - New Director Oath of Office 173.00
12/11/2024 Finance & Administration Committee Meeting 173.00
12/13/2024 San Diego East County Chamber of Commerce Meeting 173.00
12/18/2024 EDC Monthly Board Meeting 173.00
12/20/2024 LAFCO Special Districts Advisory Board 173.00
12/31/2024 AD Hoc Salt Creek Committee Meeting 173.00
1/7/2025 Lemon Grove City Council Meeting 173.00
1/8/2025 OWD Monthly Board Meeting 173.00
1/9/2025 South County EDC Monthly Board Meeting 173.00
1/14/2025 LAFCO Special Districts Advisory Board 173.00
1/15/2025 East County EDC Monthly Board Meeting 173.00
1/21/2025 EO&WR Committee Meeting 173.00
1/22/2025 East/South County Caucus Meeting 173.00
1/28/2025 Water Conservation Garden Meeting 173.00
1/30/2025 East County Chamber if Commerce Meeting 173.00
2/5/2025 OWD Monthly Board Meeting 173.00
2/10/2025 Qtrly GM/Director Meeting 173.00
2/18/2025 East County Chamber if Commerce Meeting 173.00
2/19/2025 EDC Monthly Board Meeting 173.00
2/25/2025 CWA Matters Meeting 173.00
2/26/2025 OWD Board Workshop 173.00
2/27/2025 CSDA - San Diego Chapter Meeting 173.00
3/5/2025 OWD Monthly Board Meeting 173.00
Page 2 of 3
Director's Fee 3/6/2025 San Diego Regional Chamber of Commerce Committee 173.00
3/12/2025 AD Hoc Salt Creek Committee Meeting 173.00
3/15/2025 WateReuse National Conference 173.00
3/16/2025 WateReuse National Conference 173.00
3/17/2025 WateReuse National Conference 173.00
3/18/2025 WateReuse National Conference 173.00
3/19/2025 WateReuse National Conference 173.00
3/20/2025 OWD GM Meeting 173.00
3/21/2025 AD Hoc Salt Creek Committee Meeting 173.00
4/2/2025 OWD Monthly Board Meeting 173.00
4/3/2025 San Diego Regional Chamber of Commerce Committee 173.00
4/8/2025 Olivenhain Municipal Water District - Facilites Tour 173.00
4/15/2025 East County Chamber if Commerce Meeting 173.00
4/16/2025 Special Board Meeting - Budget Workshop 173.00
4/18/2025 LAFCO Special Districts Advisory Board 173.00
4/22/2025 SDCWA Meeting 173.00
4/23/2025 East/South County Caucus Meeting 173.00
4/24/2025 East County Chamber if Commerce Meeting 173.00
4/29/2025 South County Economic Business Meeting 173.00
5/1/2025 San Diego Regional Chamber of Commerce Committee 173.00
5/7/2025 OWD Monthly Board Meeting 173.00
5/11/2025 ACWA Conference 173.00
5/12/2025 ACWA Conference 173.00
5/13/2025 ACWA Conference 173.00
5/14/2025 ACWA Conference 173.00
5/15/2025 ACWA Conference 173.00
5/20/2025 EO&WR Committee Meeting 173.00
5/27/2025 Qtrly GM/Director Meeting 173.00
5/29/2025 San Diego East County Chamber of Commerce Meeting 173.00
6/4/2025 OWD Monthly Board Meeting 173.00
6/5/2025 San Diego Regional Chamber of Commerce Committee 173.00
6/6/2025 Chula Vista Chamber of Commerce Meeting 173.00
6/17/2025 Council of Water Utilities Meeting 173.00
6/18/2025 East County EDC Meeting 173.00
6/19/2025 EO&WR Committee Meeting 173.00
6/24/2025 SDCWA Meeting 173.00
6/25/2025 Special Board Meeting - Calfire Tour 173.00
6/25/2025 SDCWA East County Caucus 173.00
6/26/2025 San Diego East County Chamber of Commerce Meeting 173.00
Director's Fee Total 19,722.00
Conferences and Seminars 7/22/2024 Urban Water Institute Inc Registration Fee 595.00
7/22/2024 CSDA ACE Showcase 2024 Registration Fee 775.00
9/23/2024 Binational Delegation Conference Registration Fee 1,800.00
2/24/2025 ACWA Conference Registration Fee Spring 2025 949.00
2/24/2025 WateReuse Symposium Registration Fee 1,150.00
4/23/2025 WateReuse Conference Registration Fee 747.50
Conferences and Seminars Total 6,016.50
Grand Total 38,360.05
Page 3 of 3
Attachment J
DIRECTOR'S NAME SMITH, TIM
Account Name Date Descriptions Sum of Amount
Director's Fee 7/18/2024 AD Hoc Salt Creek Committee Meeting 173.00
7/19/2024 OWD GM & General Counsel Meeting 173.00
7/23/2024 CWA Matters Meeting 173.00
7/24/2024 CWA Matters Meeting 173.00
7/29/2024 Meeting w/ Otay Public Affairs 173.00
Director's Fee Total 865.00
Grand Total 865.00
Page 1 of 1