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HomeMy WebLinkAboutOperating and Capital Budget FY 2026-2027ADOPTED OPERATING AND CAPITAL BUDGET O T A Y W A T E R D I S T R I C T Fiscal Year 2026-2027 FY 2025 FY 2026 FY 2026 FY 2027 11-Actual Projected Budget Budget $% Revenues ###Potable Water Sales 109,330,421$ 119,684,707$ 121,195,000$ 126,663,000$ 5,468,000$ 4.5% Recycled Water Sales 12,153,070 11,748,994 11,620,000 11,656,000 36,000 0.3% ###Sewer Revenues 3,486,527 3,586,405 3,564,000 3,894,000 330,000 9.3% ###Meter Fees 122,627 66,562 80,000 81,000 1,000 1.3% ###Capacity Fee Revenues 3,484,956 3,262,431 3,278,000 3,362,000 84,000 2.6% Tax Revenues 6,887,683 7,191,478 6,854,000 7,362,000 508,000 7.4% ###Non-Operating Revenues 3,155,728 2,862,551 2,618,900 3,150,000 531,100 20.3% ###Interest 872,889 1,187,509 898,000 1,567,000 669,000 74.5% Total Revenues 139,493,901 149,590,637 150,107,900 157,735,000 7,627,100 5.1% Expenditures ###Potable Water Purchases 55,421,616 58,457,453 58,785,000 60,091,000 1,306,000 2.2% Recycled Water Purchases 6,036,728 5,687,776 7,272,000 4,260,000 (3,012,000) (41.4%) ###CWA - Infrastructure Access Charge 3,171,099 3,231,123 3,288,000 3,432,000 144,000 4.4% ###CWA - Customer Service Charge 2,153,273 2,389,763 2,388,000 2,676,000 288,000 12.1% CWA - Reliability Charge 3,564,936 3,958,026 4,326,000 4,272,000 (54,000) (1.2%) ###CWA - Emergency Storage Charge 4,989,151 5,502,541 5,502,000 6,156,000 654,000 11.9% ###CWA - Fixed Transportation Charge 1,098,179 2,799,947 2,731,000 3,996,000 1,265,000 46.3% ###MWD - Capacity Reservation Charge 886,153 1,080,505 1,092,000 1,104,000 12,000 1.1% ###MWD - Readiness-to-Serve Charge 696,733 651,734 648,000 720,000 72,000 11.1% Subtotal - Water Costs 78,017,868 83,758,868 86,032,000 86,707,000 675,000 0.8% ###Labor and Benefits 26,839,104 28,508,300 30,467,300 31,957,900 1,490,600 4.9% ###Administrative Expenses 10,146,907 10,900,950 11,868,700 11,290,900 (577,800) (4.9%) ###Materials and Maintenance 4,895,305 5,577,940 5,476,200 6,618,900 1,142,700 20.9% ###Power 4,614,553 4,706,888 4,643,000 4,997,000 354,000 7.6% Subtotal - Operations Costs 46,495,869 49,694,078 52,455,200 54,864,700 2,409,500 4.6% DS General Fund Reserve 3,979,700 1,067,000 1,067,000 4,450,100 3,383,100 317.1% ###Expansion Reserve 5,720,000 1,477,700 1,477,700 7,219,200 5,741,500 388.5% Bett ResBetterment Reserve 2,643,300 9,076,000 9,076,000 136,000 (8,940,000) (98.5%) Repl ResReplacement Reserve - - - 4,358,000 4,358,000 100.0% Subtotal - Reserve Funding 12,343,000 11,620,700 11,620,700 16,163,300 4,542,600 39.1% Total Expenditures 136,856,737 145,073,646 150,107,900 157,735,000 7,627,100 5.1% Excess Revenues (Expenditures)2,637,164$ 4,516,991$ -$ -$ -$ - Operating Budget Summary - General Fund Budget to Budget Variance 1 Potable Recycled Sewer Total Revenues Water Sales 126,663,000$ -$ -$ 126,663,000$ Recycled Water Sales - 11,656,000 - 11,656,000 Sewer Revenues - -3,894,000 3,894,000 Meter Fees 72,000 9,000 - 81,000 Capacity Fee Revenues 3,362,000 - - 3,362,000 Tax Revenues 7,310,000 - 52,000 7,362,000 Non-Operating Revenues 3,136,000 - 14,000 3,150,000 Interest 1,221,000 271,000 75,000 1,567,000 Total Revenues 141,764,000 11,936,000 4,035,000 157,735,000 Expenditures Water Purchases (CWA)60,091,000 - - 60,091,000 Water Purchases (CSD)- 4,260,000 - 4,260,000 CWA - Infrastructure Access Charge 3,432,000 - - 3,432,000 CWA - Customer Service Charge 2,676,000 - - 2,676,000 CWA - Reliability Charge 4,272,000 - - 4,272,000 CWA - Fixed Transportation Charge 3,996,000 - - 3,996,000 CWA - Emergency Storage Charge 6,156,000 - - 6,156,000 MWD - Capacity Reservation Charge 1,104,000 - - 1,104,000 MWD - Readiness-to-Serve Charge 720,000 - - 720,000 Subtotal - Water Costs 82,447,000 4,260,000 - 86,707,000 Labor and Benefits 28,879,300 1,911,800 1,166,800 31,957,900 Administrative Expenses 10,285,200 697,800 307,900 11,290,900 Materials and Maintenance 4,318,700 562,200 1,738,000 6,618,900 Power 4,044,000 735,000 218,000 4,997,000 Subtotal - Operations Costs 47,527,200 3,906,800 3,430,700 54,864,700 DSGeneral Fund Reserve 3,845,800 - 604,300 4,450,100 #Expansion Reserve 3,586,000 3,633,200 - 7,219,200 Bett ResBetterment Reserve - 136,000 - 136,000 Repl ResReplacement Reserve 4,358,000 - - 4,358,000 Subtotal - Reserve Funding 11,789,800 3,769,200 604,300 16,163,300 Total Expenditures 141,764,000 11,936,000 4,035,000 157,735,000 Excess Revenue (Expenditures)-$ -$ -$ -$ FY 2027 Operating Budget Summary by System 2 Potable Water Sales 126,663,000$ 80.2% Recycled Water Sales 11,656,000 7.4% Sewer Revenues 3,894,000 2.5% Meter Fees 81,000 0.1% Capacity Fee Revenues 3,362,000 2.1% Tax Revenues 7,362,000 4.7% Non-Operating Revenues 3,150,000 2.0% Interest 1,567,000 1.0% 157,735,000 100.0% Potable Water Purchases 82,447,000 52.2% Recycled Water Purchases 4,260,000 2.7% Power 4,997,000 3.2% Labor and Benefits 31,957,900 20.3% Administrative Expenses 11,290,900 7.2% Materials and Maintenance 6,618,900 4.2% Reserve Funding 16,163,300 10.2% 157,735,000$ 100.0% Operating Budget Summary - General Fund FY 2027 OPERATING REVENUES FY 2027 OPERATING EXPENDITURES 53% 3% 3%20% 7% 4% 10% 81%7% 2% 2% 5% 2% 1% 3 This page intentionally left blank 4 FY 2028 FY 2029 FY 2030 FY 2031 FY 2032 Revenues Water/Sewer Revenues 148,726,400$ 158,441,400$ 169,002,000$ 180,267,000$ 192,285,500$ Meter Fees 81,400 77,100 77,300 77,500 78,100 Capacity Fee Revenues 3,378,800 3,412,600 3,446,700 3,481,200 3,516,000 Non-operating Revenues 2,853,500 2,873,800 2,979,300 3,089,000 3,203,100 Tax Revenues 7,563,000 7,768,900 7,982,000 8,202,400 8,427,300 Interest Income 1,606,300 1,567,400 1,666,700 1,656,100 1,666,300 Total Revenues 164,209,400 174,141,200 185,154,000 196,773,200 209,176,300 100,159,600$ 105,126,400$ 111,257,500$ 118,166,900$ FY 2028 FY 2029 FY 2030 FY 2031 FY 2032 Expenditures Water Cost 91,471,300 97,418,600 103,778,200 110,731,100 118,262,300 Power 5,306,700 5,634,800 5,984,600 6,355,400 6,749,400 Labor and Benefits 33,582,100 35,616,200 37,828,100 40,016,600 42,342,600 Administrative Expenses 11,095,600 11,805,900 12,921,700 13,632,200 14,202,200 Materials & Maintenance 7,498,600 7,620,400 7,797,900 8,157,200 8,605,300 Net Reserve Funding 15,255,100 16,045,300 16,843,500 17,880,700 19,014,500 Total Expenditures and Transfers 164,209,400 174,141,200 185,154,000 196,773,200 209,176,300 Excess Revenues (Expenditures)-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ General Fund Forecast This forecast incorporates both cost increases for expenditures and rate increases for revenues, as well as growth projections. Expenditures and Transfers Revenues $0 $20 $40 $60 $80 $100 $120 $140 $160 $180 $200 $220 FY 2028 FY 2029 FY 2030 FY 2031 FY 2032 $1 6 4 $1 7 4 $1 8 5 $1 9 7 $2 0 9 $1 6 4 $1 7 4 $1 8 5 $1 9 7 $2 0 9 Revenues and Expenditures Forecast, in millions ($) Revenues Expenditures 5 FY 2028 FY 2029 FY 2030 FY 2031 FY 2032 Fund Balance General Fund 41,284,500$ 43,870,300$ 46,689,300$ 49,601,300$ 47,279,200$ Betterment Fund 6,841,900 3,938,700 3,699,900 1,237,700 967,100 Replacement Fund 38,415,200 43,495,500 45,424,700 63,290,800 45,552,700 Expansion Fund 4,188,800 2,954,600 2,423,100 2,381,600 749,100 New Supply Fund 3,290,300 3,339,600 3,389,800 3,433,700 3,478,200 Debt Reserve 3,976,000 3,976,100 3,976,100 3,976,100 3,976,100 Rate Stabilization Fund 268,200 268,100 268,000 267,200 266,400 Total Fund Balance 98,264,900$ 101,842,900$ 105,870,900$ 124,188,400$ 102,268,800$ 2,400 (3,760,744) 2,650 (15,054,795) 2,805 Fund Balances Forecast Fund Balances by Fund $0 $20 $40 $60 $80 $100 $120 $140 FY 2028 FY 2029 FY 2030 FY 2031 FY 2032 Fund Balances Forecast, in millions ($) General Fund Betterment Fund Replacement Fund Expansion Fund Debt Reserve New Supply Fund Rate Stabilization Fund 6 FY 2025 FY 2026 FY 2026 FY 2027 11-Actual Projected Budget Budget $% Revenues ##Water Sales 109,330,421$ 119,684,707$ 121,195,000$ 126,663,000$ 5,468,000$ 4.5% ##Meter Fees 112,932 56,753 68,000 72,000 4,000 5.9% ##Capacity Fee Revenues 3,446,799 3,258,728 3,278,000 3,362,000 84,000 2.6% Tax Revenues 6,836,175 7,138,933 6,803,000 7,310,000 507,000 7.5% ##Non-Operating Revenues 2,885,604 2,812,716 2,536,900 3,136,000 599,100 23.6% ##Interest 644,248 853,353 544,000 1,221,000 677,000 124.4% Total Revenues 123,256,179 133,805,190 134,424,900 141,764,000 7,339,100 5.5% Expenditures Water Purchases (CWA)55,421,616 58,457,453 58,785,000 60,091,000 1,306,000 2.2% ##CWA - Infrastructure Access Charge 3,171,099 3,231,123 3,288,000 3,432,000 144,000 4.4% ##CWA - Customer Service Charge 2,153,273 2,389,763 2,388,000 2,676,000 288,000 12.1% ##CWA - Reliability Charge 3,564,936 3,958,026 4,326,000 4,272,000 (54,000) (1.2%) ##CWA - Emergency Storage Charge 4,989,151 5,502,541 5,502,000 6,156,000 654,000 11.9% ##CWA - Fixed Transportation Charge 1,098,179 2,799,947 2,731,000 3,996,000 1,265,000 46.3% ##MWD - Capacity Reservation Charge 886,153 1,080,505 1,092,000 1,104,000 12,000 1.1% ##MWD - Readiness-to-Serve Charge 696,733 651,734 648,000 720,000 72,000 11.1% Subtotal - Water Costs 71,981,140 78,071,092 78,760,000 82,447,000 3,687,000 4.7% ##Labor and Benefits 24,526,024 26,307,800 27,714,200 28,879,300 1,165,100 4.2% ##Administrative Expenses 8,635,678 9,984,085 10,795,600 10,285,200 (510,400) (4.7%) ##Materials and Maintenance 3,062,272 3,753,450 3,958,400 4,318,700 360,300 9.1% ##Power 3,787,486 3,820,351 3,826,000 4,044,000 218,000 5.7% 11-1311-5133Subtotal - Operations Costs 40,011,460 43,865,687 46,294,200 47,527,200 1,233,000 2.7% DS General Fund Reserve 3,051,100 - - 3,845,800 3,845,800 100.0% ##Expansion Reserve 5,585,000 1,477,700 1,477,700 3,586,000 2,108,300 142.7% Bett ResBetterment Reserve 1,863,000 7,893,000 7,893,000 - (7,893,000) (100.0%) Repl ResReplacement Reserve - - - 4,358,000 4,358,000 100.0% Subtotal - Reserve Funding 10,499,100 9,370,700 9,370,700 11,789,800 2,419,100 25.8% Total Expenditures 122,491,700 131,307,479 134,424,900 141,764,000 7,339,100 5.5% Excess Revenues (Expenditures)764,479$ 2,497,711$ -$ -$ -$ - Operating Budget Summary - Potable Budget to Budget Variance 7 FY 2025 FY 2027 Actual Projected Budget Budget $ % Water Sales 75,067,725$ 80,227,381$ 81,546,000$ 84,333,000$ 2,787,000$ 3.4% System Charges 14,009,229 15,492,322 15,518,000 16,343,000 825,000 5.3% Energy Charges 3,664,320 4,164,342 4,236,000 3,773,000 (463,000) (10.9%) MWD and CWA Fixed Charges 15,460,094 18,618,181 18,695,000 20,960,000 2,265,000 12.1% Penalties and Other Fees 1,129,053 1,182,481 1,200,000 1,254,000 54,000 4.5% Total Water Sales 109,330,421$ 119,684,707$ 121,195,000$ 126,663,000$ 5,468,000$ 4.5% Water Sales 84,333,000$ 66.6% System Charges 16,343,000 12.9% Energy Charges 3,773,000 3.0% MWD and CWA Fixed Charges 20,960,000 16.5% Penalties and Other Fees 1,254,000 1.0% Total Water Sales 126,663,000$ 100.0% Water Sales: Water rates vary among classes of service and are charged per unit of water. A unit of water is equal to 100 cubic feet of water. System Charges: Each water service customer pays a monthly system charge for water system replacement, maintenance, and operation expenses. The charge is based on the meter size. Energy Charges: The energy pumping charge is $0.090 per 100 cubic feet of water for each 100 feet of lift above the elevation of 450 feet. All water customers are in one of 29 zones based on elevation. MWD and CWA Fixed Charges: These pass-through charges are calculated to recover MWD's and CWA's fixed annual costs, excluding MWD's Capacity Reservation charge. These fixed charges are based on meter size. Penalties and Other Fees: Penalties are imposed on customer accounts for late payments and returned checks. FY 2027 Classification of Water Sales FY 2026 Classification of Water Sales - Potable Budget to Budget Variance 8 Customer Class and Unit Structure(1) Current Rate Proposed Rate (2)Accounts Unit Sales Budget Residential 47,013 5,910,000 42,213,000$ 0 - 9 6.66$ 6.86$ 10 - 12 7.23 7.45 13 or more 8.03 8.27 Multi-Residential 1,022 1,930,000 13,105,000 0 - 9 6.61 6.81 10 - 12 7.15 7.36 13 or more 7.41 7.63 Business and Commerical(3) All units 7.00 7.21 2,373 1,342,000 9,527,000 Publicly Owned All units 7.70 7.93 199 700,000 5,462,000 Non-Public Irrigation and Commercial Agriculture All units 8.06 8.30 1,115 1,145,000 9,322,000 Public Irrigation All units 8.79 9.05 233 275,000 2,441,000 Construction All units 8.00 8.24 148 280,000 2,263,000 Total Water Sales 52,103 11,582,000 84,333,000$ Unit Sales % Residential 5,910,000 51.0% Multi-Residential 1,930,000 16.7% Business and Commercial 1,342,000 11.6% Publicly Owned 700,000 6.0% Non-Public Irrigation & Commercial Agriculture 1,145,000 9.9% Public Irrigation 275,000 2.4% Construction 280,000 2.4% Total Water Sales 11,582,000 100.0% Water Sales Summary by Customer Class - Potable (3)Fire Services Meters are charged the Business and Commercial water rate. FY 2027 Unit Sales by Customer Class (2)Proposed rates for billings beginning January 1, 2027. (1)This cost varies based on water usage and can be calculated using the consumption block tables. One unit of consumption divided by the number of dwellings served. equals 748 gallons of water or one HCF (hundred cubic feet). Consumption for Multi-Residential is the water usage Water Rates FY 2027 9 FY 2023 FY 2024 FY 2025 FY 2027 Projected Budget Budget Residential 5,814,587 5,758,814 6,162,369 5,856,900 6,124,000 5,911,000 Multi-Residential 1,831,262 1,917,540 1,980,240 1,969,600 1,893,000 1,929,000 Business and Commercial 1,287,432 1,378,391 1,356,794 1,332,600 1,346,000 1,342,000 Publicly Owned 677,092 665,311 726,037 726,700 665,000 700,000 Non-Public Irrigation and Commercial Agriculture 1,063,704 1,040,011 1,315,141 1,152,500 1,201,000 1,145,000 Public Irrigation 278,000 220,158 304,508 293,000 298,000 275,000 Construction 283,827 287,829 276,024 268,200 295,000 280,000 Total Unit Sales 11,235,904 11,268,054 12,121,113 11,599,500 11,822,000 11,582,000 FY 2023 FY 2024 FY 2025 FY 2027 Projected Budget Budget Residential 46,742 46,876 46,967 46,981 47,005 47,013 Multi-Residential 965 979 988 996 1,008 1,022 Business and Commercial(1)2,222 2,299 2,353 2,373 2,339 2,373 Publicly Owned 202 205 208 199 204 199 Non-Public Irrigation and Commercial Agriculture 1,059 1,085 1,094 1,102 1,105 1,115 Public Irrigation 233 232 232 233 232 233 Construction 181 177 165 148 177 148 Total Meter Count 51,604 51,853 52,007 52,032 52,070 52,103 (1)Business and Commercial Customer Class includes Fire Services Meters. Unit Sales and Meter Count History by Customer Class - Potable Unit Sales in thousands and Meter Count Trends FY 2026 Unit Sales by Customer Class Meter Count by Customer Class Actual Actual FY 2026 5,000 15,000 25,000 35,000 45,000 55,000 - 5,000 10,000 15,000 20,000 FY 2023 Actual FY 2024 Actual FY 2025 Actual FY 2026 Projected FY 2026 Budget FY 2027 Budget Unit Sales (in thousands) and Meter Count Trends Potable Meters Potable Unit Sales Units Meters 10 FY 2026 FY 2027 FY 2026 FY 2027 Meter Size Count Count Current Proposed Budget Budget $% Residential 0.75 45,489 45,480 22.88$ 23.57$ 12,017,000$ 12,673,000$ 656,000$ 5.5% 1.00 1,493 1,510 28.45 29.30 487,000 521,000 34,000 7.0% 1.50 19 19 42.70 43.98 9,000 10,000 1,000 11.1% 2.00 4 4 59.55 61.34 3,000 3,000 - 0.0% Sub-total 47,005 47,013 12,516,000 13,207,000 691,000 5.5% Multi-Residential 0.75 52 52 21.11 21.74 12,000 13,000 1,000 8.3% 1.00 230 230 25.50 26.27 67,000 71,000 4,000 6.0% 1.50 256 256 36.79 37.89 107,000 113,000 6,000 5.6% 2.00 293 293 50.11 51.61 168,000 177,000 9,000 5.4% 3.00 89 99 105.83 109.00 107,000 124,000 17,000 15.9% 4.00 78 82 178.32 183.67 159,000 176,000 17,000 10.7% 6.00 7 7 349.92 360.42 28,000 30,000 2,000 7.1% 8.00 3 3 540.25 556.46 19,000 20,000 1,000 5.3% Sub-total 1,008 1,022 667,000 724,000 57,000 8.5% Business and Commercial 0.75 328 331 23.08 23.77 87,000 93,000 6,000 6.9% 1.00 326 329 28.77 29.63 108,000 115,000 7,000 6.5% 1.50 306 309 43.33 44.63 153,000 163,000 10,000 6.5% 2.00 312 312 60.54 62.36 218,000 230,000 12,000 5.5% 3.00 34 35 128.65 132.51 51,000 55,000 4,000 7.8% 4.00 17 15 219.41 225.99 43,000 40,000 (3,000) (7.0%) 6.00 3 3 441.22 454.46 15,000 16,000 1,000 6.7% Sub-total 1,326 1,334 675,000 712,000 37,000 5.5% Publicly Owned 0.75 22 16 21.48 22.12 5,000 4,000 (1,000) (20.0%) 1.00 26 26 26.13 26.91 8,000 8,000 - 0.0% 1.50 33 33 38.05 39.19 15,000 15,000 - 0.0% 2.00 86 86 52.15 53.71 52,000 55,000 3,000 5.8% 3.00 12 13 110.25 113.56 15,000 17,000 2,000 13.3% 4.00 14 14 186.28 191.87 30,000 32,000 2,000 6.7% 6.00 6 6 367.61 378.64 25,000 27,000 2,000 8.0% 10.00 5 5 876.51 902.81 51,000 53,000 2,000 3.9% Sub-total 204 199 201,000 211,000 10,000 5.0% Non-Public Irrigation and Commercial Agriculture 0.75 142 147 20.42 21.03 33,000 37,000 4,000 12.1% 1.00 295 294 24.35 25.08 83,000 87,000 4,000 4.8% 1.50 347 353 34.52 35.56 137,000 148,000 11,000 8.0% 2.00 318 319 46.46 47.85 170,000 180,000 10,000 5.9% 4.00 1 1 163.93 168.85 2,000 2,000 - 0.0% 6.00 2 1 317.90 327.44 7,000 4,000 (3,000) (42.9%) Sub-total 1,105 1,115 432,000$ 458,000$ 26,000$ 6.0% System Charges - Potable System Charges Budget to Budget Variance (1)Proposed rates for billings beginning January 1, 2027. (1) 11 FY 2026 FY 2027 FY 2026 FY 2027 Meter Size Count Count Current Proposed Budget Budget $% System Charges - Potable System Charges Budget to Budget Variance (1) Public Irrigation 0.75 12 12 20.42$ 21.03$ 3,000$ 3,000$ -$ 0.0% 1.00 22 22 24.35 25.08 6,000 7,000 1,000 16.7% 1.50 65 66 34.52 35.56 26,000 28,000 2,000 7.7% 2.00 129 129 46.46 47.85 69,000 73,000 4,000 5.8% 4.00 4 4 163.93 168.85 8,000 8,000 - 0.0% Sub-total 232 233 112,000 119,000 7,000 6.3% Construction 4.00 176 147 175.87 181.15 357,000 315,000 (42,000) (11.8%) 6.00 1 1 344.47 354.80 4,000 4,000 - 0.0% Sub-total 177 148 361,000 319,000 (42,000) (11.6%) Fire Services 2.00 16 16 4.27 4.40 1,000 1,000 - 0.0% 3.00 1 1 6.32 6.51 - - - 0.0% 4.00 90 94 9.81 10.10 10,000 11,000 1,000 10.0% 6.00 189 192 22.40 23.07 49,000 52,000 3,000 6.1% 8.00 579 594 44.10 45.42 295,000 319,000 24,000 8.1% 10.00 138 142 76.73 79.03 122,000 133,000 11,000 9.0% All Meters 1,013 1,039 477,000 516,000 39,000 8.2% Set-up Fees 15.00 15.00 77,000 77,000 - 0.0% Total 52,070 52,103 15,518,000$ 16,343,000$ 825,000$ 5.3% (1)Proposed rates for billings beginning January 1, 2027. 12 FY 2027 FY 2026 FY 2027 Meter Size Count(1)Current Proposed(2)Budget Budget $% 0.75 46,038 23.89$ 27.16$ 12,500,000$ 14,098,000$ 1,598,000$ 12.7% 1.00 2,411 39.82 45.27 1,076,000 1,225,000 149,000 13.8% 1.50 1,036 79.60 90.48 923,000 1,053,000 130,000 14.1% 2.00 1,143 127.34 144.75 1,648,000 1,860,000 212,000 12.9% 3.00 147 278.58 316.67 423,000 515,000 92,000 21.7% 4.00 263 501.45 570.02 1,647,000 1,685,000 38,000 2.3% 6.00 18 1,114.34 1,266.72 241,000 257,000 16,000 6.6% 8.00 3 1,910.26 2,171.48 65,000 73,000 8,000 12.3% 10.00 5 3,024.59 3,438.19 172,000 194,000 22,000 12.8% Total 51,064 18,695,000$ 20,960,000$ 2,265,000$ 12.1% (1)Excludes fire service meters. (2)Proposed rates for billings beginning January 1, 2027. Historical MWD and CWA Fixed Charges, in millions ($) Budget to Budget VarianceMWD and CWA Fixed Charges MWD and CWA Fixed Charges (Pass-Through) - Potable $0 $2 $4 $6 $8 $10 $12 $14 $16 $18 $20 $22 FY 2023 Actual FY 2024 Actual FY 2025 Actual FY 2026 Budget FY 2027 Budget 13 Meter Size Meter Sales Installation Fee Meter Fee Total Fees Budget 0.75 24 145.84$ 307.31$ 453.15$ 11,000$ 1.00 23 145.84 396.57 542.41 12,000 1.50 9 145.84 644.58 790.42 7,000 2.00 7 145.84 923.61 1,069.45 7,000 3.00 6 878.06 2,878.35 3,756.41 23,000 4.00 2 878.06 4,999.23 5,877.29 12,000 Total 71 72,000$ Meter Fees:Charges collected for new water service connections. Fees vary depending upon meter size and type of service. The costs associated with meter installations are included in the Operating Expenses section of the budget. These charges are funded by developers. Historical Meter Count Meter Fees - Potable FY 2027 - 15,000 30,000 45,000 60,000 FY 2023 Actual FY 2024 Actual FY 2025 Actual FY 2026 Budget FY 2027 Budget 14 FY 2023 FY 2024 FY 2025 FY 2027 Projected Budget Budget Water Sales 58,208,380$ 65,413,730$ 75,067,725$ 80,227,381$ 81,546,000$ 84,333,000$ System Charges 15,248,032 13,074,323 14,009,229 15,492,322 15,518,000 16,343,000 Energy Charges 2,538,846 2,788,348 3,664,320 4,164,342 4,236,000 3,773,000 MWD and CWA Fixed Charges 13,595,126 13,761,148 15,460,094 18,618,181 18,695,000 20,960,000 Penalties and Other Fees 959,356 1,050,774 1,129,053 1,182,481 1,200,000 1,254,000 Total Potable Revenues 90,549,740$ 96,088,323$ 109,330,421$ 119,684,707$ 121,195,000$ 126,663,000$ Revenue History - Potable, in millions ($) Revenue History - Potable Actual FY 2026 $- $20 $40 $60 $80 $100 $120 $140 FY 2023 Actual FY 2024 Actual FY 2025 Actual FY 2026 Projected FY 2026 Budget FY 2027 Budget Water Sales System Charges Energy Charges MWD & CWA Fixed Charges Penalties and Other Fees 15 FY 2027 FY 2027 Projected Budget Budget Projected Budget Budget $ % Average Variable Rate Per Acre-Foot:(1)2,066.00$ 2,086.00$ 2,176.00$ 90.00$ 4.3% Potable Water Sales 27,285.2 27,141.8 26,588.6 56,371,141 56,638,000 57,866,000 1,228,000 2.2% District, Unbilled Usage(2)51.9 49.0 63.0 107,143 89,000 122,000 33,000 37.1% Water Loss 955.0 985.6 966.0 1,979,170 2,058,000 2,103,000 45,000 2.2% Total Variable Charges 28,292.0 28,176.4 27,617.6 58,457,453$ 58,785,000$ 60,091,000$ 1,306,000$ 2.2% CWA and MWD Fixed Charges: CWA - Infrastructure Access Charge 3,231,123$ 3,288,000$ 3,432,000$ 144,000$ 4.4% CWA - Customer Service Charge 2,389,763 2,388,000 2,676,000 288,000 12.1% CWA - Emergency Storage Charge 5,502,541 5,502,000 6,156,000 654,000 11.9% CWA - Reliability Fixed Charge 3,958,026 4,326,000 4,272,000 (54,000) (1.2%) CWA - Fixed Transporation Charge 2,799,947 2,731,000 3,996,000 1,265,000 46.3% MWD - Capacity Reservation Charge 1,080,505 1,092,000 1,104,000 12,000 1.1% MWD - Readiness-to-Serve Charge 651,734 648,000 720,000 72,000 11.1% Total Fixed Charges 19,613,639$ 19,975,000$ 22,356,000$ 2,381,000$ 11.9% Total Variable and Fixed Charges 78,071,092$ 78,760,000$ 82,447,000$ 3,687,000$ 4.7% Average Cost Per Acre-Foot 2,759$ 2,795$ 2,985$ (1)The average variable rate per acre-foot is a weighted average rate based on CWA’s actual calendar year variable rate of $2,148 per acre-foot in 2026, and a projected 2027 calendar year variable rate of $2,277 per acre-foot. Water Purchases and Related Costs - Potable Budget to Budget VariancePurchase Costs FY 2026FY 2026 Acre-Feet - 8,000 16,000 24,000 32,000 FY 2023 Actual FY 2024 Actual FY 2025 Actual FY 2026 Budget FY 2027 Budget Historical Potable Water Purchases, in acre-feet 16 FY 2023 FY 2024 FY 2025 FY 2027 Projected Budget Budget $ % Administrative Buildings 260,801$ 266,970$ 264,697$ 291,614$ 270,000$ 309,000$ 39,000$ 14.4% Potable Transmission 3,418,302 3,534,567 3,522,789 3,528,737 3,556,000 3,735,000 179,000 5.0% Total Power Costs 3,679,103$ 3,801,537$ 3,787,486$ 3,820,351$ 3,826,000$ 4,044,000$ 218,000$ 5.7% Power Costs - Potable Budget to Budget Variance Historical Power Costs, in thousands ($) Actual FY 2026 $0 $500 $1,000 $1,500 $2,000 $2,500 $3,000 $3,500 $4,000 $4,500 FY 2023 Actual FY 2024 Actual FY 2025 Actual FY 2026 Projected FY 2026 Budget FY 2027 Budget Administrative Buildings Potable Transmission 17 FY 2025 FY 2026 FY 2026 FY 2027 Actual Projected Budget Budget $% Administrative Expenditures Directors' Fees 82,304$ 51,406$ 87,900$ 88,000$ 100$ 0.1% Travel and Conferences 176,676 226,122 256,400 322,900 66,500 25.9% Memberships and Dues 98,342 110,018 117,300 121,400 4,100 3.5% Conservation and Outreach 145,123 189,922 200,100 222,400 22,300 11.1% General Office Expense 299,963 309,763 328,100 358,600 30,500 9.3% IT Hardware, Software & Communication 1,829,474 2,089,875 2,157,200 2,344,600 187,400 8.7% Miscellaneous Office & Field Equipment 99,800 124,077 128,100 145,000 16,900 13.2% Fees 1,243,442 1,154,377 1,191,600 1,335,100 143,500 12.0% Services 2,219,152 2,953,363 3,245,000 3,468,300 223,300 6.9% Training 229,544 237,262 324,400 398,600 74,200 22.9% Utilities 39,857 50,511 39,100 54,500 15,400 39.4% Insurance and Legal 2,958,194 3,209,193 3,550,000 2,513,400 (1,036,600) (29.2%) Bad Debt Expense $4,103 26,112 70,000 70,000 - - Subtotal before Overhead 9,425,974 10,732,000 11,695,200 11,442,800 (252,400) (2.2%) Less: Overhead Allocation (790,296) (747,915) (899,600) (1,157,600) (258,000) 28.7% Total Expenditures 8,635,678$ 9,984,085$ 10,795,600$ 10,285,200$ (510,400)$ (4.7%) 5,400,900$ 13,956,200$ Directors' Fees 88,000$ 0.8% Travel and Conferences 322,900 2.8% Memberships and Dues 121,400 1.1% Conservation and Outreach 222,400 1.9% General Office Expense 358,600 3.1% IT Hard/Software & Comm 2,344,600 20.5% Misc Office/Field Equipment 145,000 1.3% Fees 1,335,100 11.7% Services 3,468,300 30.3% Training 398,600 3.5% Utilities 54,500 0.5% Insurance and Legal 2,513,400 22.0% Bad Debt Expense 70,000 0.6% Subtotal before Overhead 11,442,800 100.0% Less: Overhead Allocation (1,157,600) Total Expenditures 10,285,200$ Administrative Expenditures - Potable Budget to Budget Variance FY 2027 Administrative Expenditures - Potable 18 FY 2025 FY 2026 FY 2026 FY 2027 Actual Projected Budget Budget $ % Materials and Maintenance Fuel and Oil 188,187$ 226,081$ 222,800$ 282,500$ 59,700$ 26.8% Meters and Materials 273,666 199,816 249,000 230,500 (18,500) (7.4%) Fleet Parts and Equipment 178,673 176,141 137,800 107,500 (30,300) (22.0%) Infrastructure Equipment and Supplies 568,681 579,397 761,700 741,200 (20,500) (2.7%) Chemicals 374,180 417,746 418,100 420,200 2,100 0.5% Safety Equipment 120,133 98,769 87,500 120,600 33,100 37.8% Laboratory Equipment and Supplies 55,657 48,664 47,600 69,200 21,600 45.4% Other Materials and Supplies 405,072 347,978 374,500 421,500 47,000 12.6% Building and Grounds Materials 91,909 105,077 104,500 120,500 16,000 15.3% Contracted Services 806,114 1,553,781 1,554,900 1,805,000 250,100 16.1% Total Expenditures 3,062,272$ 3,753,450$ 3,958,400$ 4,318,700$ 360,300$ 9.1% To check: remove before printing 3,978,300 FY 2027 Materials and Maintenance Expenditures - Potable Fuel and Oil 282,500$ 6.5% Meters and Materials 230,500 5.3% Fleet Parts and Equipment 107,500 2.5% Infrastructure Equipment and Supplies 741,200 17.2% Chemicals 420,200 9.7% Safety Equipment 120,600 2.8% Laboratory Equipment and Supplies 69,200 1.6% Other Materials and Supplies 421,500 9.8% Building and Grounds Materials 120,500 2.8% Contracted Services 1,805,000 41.8% Total Expenditures 4,318,700$ 100.0% Materials and Maintenance Expenditures - Potable Budget to Budget Variance 19 This page intentionally left blank 20 FY 2025 FY 2026 FY 2026 FY 2027 31-Actual Projected Budget Budget $% Revenues ##Recycled Water Sales 12,153,070$ 11,748,994$ 11,620,000$ 11,656,000$ 36,000$ 0.3% ##Meter Fees 9,695 9,809 12,000 9,000 (3,000) (25.0%) ##Non-Operating Revenues 255,706 35,652 75,000 - (75,000) (100.0%) ##Interest 181,504 290,846 284,000 271,000 (13,000) (4.6%) Total Revenues 12,599,975 12,085,302 11,991,000 11,936,000 (55,000) (0.5%) Expenditures Recycled Water Purchases 6,036,728 5,687,776 7,272,000 4,260,000 (3,012,000) (41.4%) ##Labor and Benefits 1,488,101 1,325,100 1,801,400 1,911,800 110,400 6.1% ##Administrative Expenses 1,230,901 702,433 767,200 697,800 (69,400) (9.0%) ##Materials and Maintenance 549,262 541,168 547,600 562,200 14,600 2.7% ##Power 650,033 680,522 615,000 735,000 120,000 19.5% 11-1311-5133Subtotal - Operations Costs 9,955,025 8,937,000 11,003,200 8,166,800 (2,836,400) (25.8%) DS General Fund Reserve 928,600 987,800 987,800 - (987,800) (100.0%) ##Expansion Reserve - - - 3,633,200 3,633,200 100.0% Bett ResBetterment Reserve 251,000 - - 136,000 136,000 100.0% Subtotal - Reserve Funding 1,179,600 987,800 987,800 3,769,200 2,781,400 281.6% Total Expenditures 11,134,625 9,924,800 11,991,000 11,936,000 (55,000) (0.5%) 1,465,350$ 2,160,502$ -$ -$ -$ - Excess Revenues/Expenditures Operating Budget Summary - Recycled Budget to Budget Variance 21 FY 2025 FY 2027 Actual Projected Budget Budget $% Water Sales 10,397,016$ 9,904,531$ 9,781,000$ 9,902,000$ 121,000$ 1.2% System Charges 989,331 1,062,041 1,062,000 1,092,000 30,000 2.8% Energy Charges 696,147 729,176 719,000 604,000 (115,000) (16.0%) Penalties and Other Fees 70,576 53,245 58,000 58,000 - 0.0% Total Recycled Water Sales 12,153,070$ 11,748,994$ 11,620,000$ 11,656,000$ 36,000$ 0.3% Water Sales 9,902,000$ 85.0% System Charges 1,092,000 9.4% Energy Charges 604,000 5.2% Penalties and Other Fees 58,000 0.5% Total Recycled Water Sales 11,656,000$ 100.0% Water Sales: Water rates vary among classes of service and are charged per unit of water. A unit of water is equal to 100 cubic feet of water. System Charges: Each water service customer pays a monthly system charge for water system replacement, maintenance, and operation expenses. The charge is based on customer class and meter size. Energy Charges: The energy pumping charge is $0.099 per 100 cubic feet of water for each 100 feet of lift above the elevation of 450 feet. All water customers are in one of 29 zones based on elevation. Penalties and Other Fees: Penalties are imposed on customer accounts for late payments and returned checks. Budget to Budget Variance FY 2027 Classification of Water Sales Classification of Water Sales - Recycled FY 2026 22 Current Proposed(1)Accounts Unit Sales Budget Recycled Non-Public Irrigation 6.36$ 6.36$ 455 797,000 5,068,000$ Recycled Commercial 5.84 5.84 1 154,000 900,000 Recycled Public Irrigation 6.48 6.48 370 607,000 3,934,000 Total 826 1,558,000 9,902,000$ Units % Recycled Non-Public Irrigation 797,000 51.1% Recycled Commercial 154,000 9.9% Recycled Public Irrigation 607,000 39.0% 1,558,000 100.0% (1)Proposed rates for billings beginning January 1, 2027. FY 2027 Water Sales Summary by Customer Class - Recycled Water Rates FY 2027 Unit Sales by Customer Class (1)(1) 23 FY 2027 FY 2026 FY 2027 Meter Size Meter Count Current Proposed(1)Budget Budget $% 0.75 15 42.75$ 42.75$ 7,000$ 7,000$ -$ 0.0% 1.00 148 57.89 57.89 97,000 102,000 5,000 5.2% 1.50 439 96.30 96.30 489,000 504,000 15,000 3.1% 2.00 209 141.96 141.96 343,000 353,000 10,000 2.9% 3.00 5 311.13 311.13 20,000 19,000 (1,000) (5.0%) 4.00 7 543.00 543.00 45,000 46,000 1,000 2.2% 6.00 2 1,130.33 1,130.33 27,000 27,000 - 0.0% 10.00 1 2,859.05 2,859.05 34,000 34,000 - 0.0% Total 826 1,062,000$ 1,092,000$ 30,000$ 2.8% (1)Proposed rates for billings beginning January 1, 2027. System Charges - Recycled System Charges Budget to Budget Variance 24 FY 2023 FY 2024 FY 2025 FY 2027 Projected Budget Budget Recycled Non-Public Irrigation 733,343 686,118 928,079 831,700 808,000 797,000 Recycled Commercial 145,280 142,941 170,480 156,300 159,000 154,000 Recycled Public Irrigation 549,762 562,701 695,335 614,300 622,000 607,000 Total Unit Sales 1,428,385 1,391,760 1,793,894 1,602,300 1,589,000 1,558,000 FY 2023 FY 2024 FY 2025 FY 2027 Projected Budget Budget Recycled Non-Public Irrigation 420 424 436 443 445 455 Recycled Commercial 1 1 1 1 1 1 Recycled Public Irrigation 361 373 372 370 372 370 Total Meter Count 782 798 809 814 818 826 Unit Sales and Meter Count History by Customer Class - Recycled Unit Sales History in thousands and Meter Count Trends FY 2026 FY 2026 Actual Actual Unit Sales by Customer Class Meter Count by Customer Class - 100 200 300 400 500 600 700 800 100 300 500 700 900 1,100 1,300 1,500 1,700 1,900 FY 2023 Actual FY 2024 Actual FY 2025 Actual FY 2026 Projected FY 2026 Budget FY 2027 Budget MetersUnits Meter Count Unit Sales 25 Meter Size Meter Sales Installation Fee Meter Fee Total Fees Budget 0.75 1 145.84$ 307.31$ 453.15$ -$ 1.00 3 145.84 396.57 542.41 2,000 1.50 5 145.84 644.58 790.42 4,000 2.00 3 145.84 923.61 1,069.45 3,000 3.00 0 878.06 2,878.35 3,756.41 - Total 12 9,000$ Meter Fees - Recycled FY 2027 Meter Fees: Charges collected for new water service connections. Fees vary depending upon meter size and type of service. The costs associated with meter installations are included in the Operating Expenses section of the budget. These charges are funded by developers. Historical Meter Count 760 770 780 790 800 810 820 830 FY 2023 Actual FY 2024 Actual FY 2025 Actual FY 2026 Budget FY 2027 Budget 26 FY 2023 FY 2024 FY 2025 FY 2027 Actual Projected Budget Budget Water Sales 7,387,138$ 7,643,609$ 10,397,016$ 9,904,531$ 9,781,000$ 9,902,000$ System Charges 935,212 927,966 989,331 1,062,041 1,062,000 1,092,000 Energy Charges 377,146 442,135 696,147 729,176 719,000 604,000 MWD Rebate(1)606,634 591,112 - - - - Penalties and Other Fees 45,304 43,697 70,576 53,245 58,000 58,000 Total Recycled Revenues 9,351,434$ 9,648,519$ 12,153,070$ 11,748,994$ 11,620,000$ 11,656,000$ (1)The District previously received $185 from MWD for every acre-foot (AF) of recycled water sold. The agreement expired in FY 2024. Revenue History - Recycled Revenue History - Recycled, in millions ($) FY 2026 $- $2 $4 $6 $8 $10 $12 $14 FY 2023 Actual FY 2024 Actual FY 2025 Actual FY 2026 Projected FY 2026 Budget FY 2027 Budget Water Sales System Charges Energy Charges MWD Rebate Penalties and Other Fees 27 FY 2027 FY 2027 Projected Budget Budget Projected Budget Budget $ % Rate Per Acre-Foot (1)975.90$ 1,249.31$ 1,586.89$ 337.58$ 27.0% Recycled Water Purchases 2,517.6 2,731.1 2,659.9 2,457,000$ 3,136,000$ 4,221,000$ 1,085,000$ 34.6% Meter Fee 33,800 34,000 39,000 5,000 14.7% Take-or-pay contract (2)(3)1,657.7 3,062.5 - 1,617,800 4,102,000 - (4,102,000) (100.0%) Total 4,175.4 5,793.6 2,659.9 5,687,776$ 7,272,000$ 4,260,000$ (3,012,000)$ (41.4%) Average Cost Per Acre-Foot (Effective Rate)2,259$ 2,663$ 1,602$ (1)The average variable rate per acre-foot is a weighted average rate based on the City of San Diego’s actual calendar year variable rates of: • $1,071.58 per acre-foot in 2025, • $1,559.45 per acre-foot in 2026, • A projected 2027 calendar year variable rate of $1,655.28 per acre-foot. (2) This is the anticipated take-or-pay amount to be paid to the City of San Diego. The contract requires the purchase of a minimum volume of water. The District does not anticipate meeting the minimum, therefore a payment would be due to the City of San Diego. (3) The take-or-pay contract with the City of San Diego expired on Decemeber 31, 2025. HISTORICAL RECYCLED WATER PURCHASES, IN ACRE-FEET Water Purchases - Recycled FY 2026 Purchase Costs Budget to Budget Variance FY 2026 Acre-Feet - 500 1,000 1,500 2,000 2,500 3,000 3,500 4,000 FY 2023 Actual FY 2024 Actual FY 2025 Actual FY 2026 Projected FY 2026 Budget FY 2027 Budget 28 FY 2023 FY 2024 FY 2025 FY 2027 Projected Budget Budget $ % Total Power Costs 547,458$ 605,192$ 650,033$ 680,522$ 615,000$ 735,000$ 120,000$ 19.5% Power Costs - Recycled Budget to Budget Variance Historical Power Costs, in thousands ($) Actual FY 2026 $0 $100 $200 $300 $400 $500 $600 $700 $800 FY 2023 Actual FY 2024 Actual FY 2025 Actual FY 2026 Projected FY 2026 Budget FY 2027 Budget 29 FY 2025 FY 2026 FY 2026 FY 2027 Actual Projected Budget Budget $ % Administrative Expenditures General Office Expense -$ 531$ -$ 100$ 100$ - Miscellaneous Office & Field Equipment 25,361 27,180 30,300 24,500 (5,800) (19.1%) Fees 74,653 68,313 71,200 77,300 6,100 8.6% Services 534,501 304,142 330,600 279,700 (50,900) (15.4%) Training - - - 200 200 100.0% Insurance and Legal 344,181 73,685 35,000 - (35,000) (100.0%) Subtotal before Overhead 978,696 473,851 467,100 381,800 (85,300) (18.3%) Add: Overhead Allocation 252,205 228,582 300,100 316,000 15,900 5.3% Total Expenditures 1,230,901$ 702,433$ 767,200$ 697,800$ (69,400)$ (9.0%) General Office Expense 100$ 0.0% Misc. Office/Field Equipment 24,500 3.5% Fees 77,300 11.1% Services 279,700 40.1% Training 200 0.0% Overhead Allocation 316,000 45.3% Total Expenditures 697,800$ 100.0% FY 2027 Administrative Expenditures - Recycled Budget to Budget Variance Administrative Expenditures - Recycled 30 FY 2025 FY 2026 FY 2026 FY 2027 Actual Projected Budget Budget $% Materials and Maintenance Fuel and Oil 25,145$ 27,123$ 24,000$ 26,700$ 2,700$ 11.3% Meters and Materials 5,419 9,019 13,800 10,000 (3,800) (27.5%) Infrastructure Equipment and Supplies 79,811 113,358 105,400 106,700 1,300 1.2% Chemicals 385,545 355,424 354,600 367,700 13,100 3.7% Safety Equipment 2,858 4,080 6,800 5,200 (1,600) (23.5%) Laboratory Equipment and Supplies 3,836 4,360 3,500 3,700 200 5.7% Other Materials and Supplies 28,248 11,951 20,500 22,600 2,100 10.2% Contracted Services 18,400 15,853 19,000 19,600 600 3.2% Total Expenditures 549,262$ 541,168$ 547,600$ 562,200$ 14,600$ 2.7% FY 2027 Materials and Maintenance Expenditures - Recycled Fuel and Oil 26,700$ 4.7% Meters and Materials 10,000 1.8% Infrastructure Equipment and Supplies 106,700 19.0% Chemicals 367,700 65.4% Safety Equipment 5,200 0.9% Laboratory Equipment & Supplies 3,700 0.7% Other Materials and Supplies 22,600 4.0% Contracted Services 19,600 3.5% Total Expenditures 562,200$ 100.0% Materials and Maintenance Expenditures - Recycled Budget to Budget Variance 31 This page intentionally left blank 32 FY 2025 FY 2026 FY 2026 FY 2027 21-Actual Projected Budget Budget $% Revenues #Sewer Revenues 3,486,527$ 3,586,405$ 3,564,000$ 3,894,000$ 330,000$ 9.3% #Capacity Fee Revenues 38,157 3,703 - - - - #Availability Fees 51,508 52,545 51,000 52,000 1,000 2.0% #Non-Operating Revenues 14,418 14,183 7,000 14,000 7,000 100.0% #Interest 47,136 43,310 70,000 75,000 5,000 7.1% Total Revenue 3,637,746 3,700,146 3,692,000 4,035,000 343,000 9.3% Please change to white font before printing this sched 3,554,137 3,568,000 Expenditures #Labor and Benefits 824,979 875,400 951,700 1,166,800 215,100 22.6% #Administrative Expenses 280,328 214,432 305,900 307,900 2,000 0.7% #Materials and Maintenance 1,283,771 1,283,322 970,200 1,738,000 767,800 79.1% #Power 177,034 206,014 202,000 218,000 16,000 7.9% 11-1311-5133Subtotal - Operations Costs 2,566,112 2,579,168 2,429,800 3,430,700 1,000,900 41.2% DSGeneral Fund Reserve - 79,200 79,200 604,300 525,100 663.0% #Expansion Reserve 135,000 - - - - - Bett ResBetterment Reserve 529,300 1,183,000 1,183,000 - (1,183,000) (100.0%) Subtotal - Reserve Funding 664,300 1,262,200 1,262,200 604,300 (657,900) (52.1%) Total Expenditures 3,230,412 3,841,368 3,692,000 4,035,000 343,000 9.3% 407,334$ (141,222)$ -$ -$ -$ - Please change to white font when printing this sched 478,403 3,568,000 Excess Revenue/(Expenditures) Operating Budget Summary - Sewer Budget to Budget Variance 33 FY 2027 FY 2027 Accounts Current Proposed(1)Budget Projected Budget $% Residential 4,624 3.92$ 4.22$ 1,613,000$ 1,575,100$ 1,769,000$ 156,000$ 9.7% Multi-Residential 50 3.92 4.22 287,000 280,300 314,000 27,000 9.4% Commercial Low Strength 48 3.35 3.60 70,000 68,400 82,000 12,000 17.1% Medium Strength 13 4.73 5.09 59,000 57,600 74,000 15,000 25.4% High Strength 7 7.46 8.03 23,000 22,500 30,000 7,000 30.4% Schools 6 3.35 3.60 106,000 103,500 127,000 21,000 19.8% Churches 4 3.35 3.60 12,000 11,700 14,000 2,000 16.7% Subtotal Commercial 78 270,000 263,700 327,000 57,000 21.1% Total Sewer Charges 4,752 2,170,000$ 2,119,100$ 2,410,000$ 240,000$ 11.1% Residential 1,769,000$ 73.4% Multi-Residential 314,000 13.0% Commercial 327,000 13.6% 2,410,000$ 100.0% (1)Proposed rates for sewer billed beginning in January 2027. FY 2027 Charges Summary by Customer Class Charges Summary by Customer Class - Sewer Usage Rate Budget to Budget VarianceFY 2026 34 FY 2027 Current Proposed(1)FY 2026 FY 2027 Meter Size Accounts Charges Charges Budget Budget $ % Residential 0.75 0.75 or less 4,445 21.60$ 23.24$ 1,100,000$ 1,191,000$ 91,000$ 8.3% 1.00 1.00 or greater(2), (3)179 33.32 35.85 58,000 80,000 22,000 37.9% 1.50 21.60$ 23.24$ Multi-Residential/Commercial(3) 0.75 24 21.60 23.24 6,000 6,000 - 0.0% 1.00 5 33.32 35.85 2,000 2,000 - 0.0% 1.50 22 62.60 67.36 20,000 16,000 (4,000) (20.0%) 2.00 62 97.74 105.17 95,000 75,000 (20,000) (21.1%) 3.00 7 209.02 224.91 18,000 16,000 (2,000) (11.1%) 4.00 6 373.02 401.37 31,000 28,000 (3,000) (9.7%) 6.00 1 823.99 886.61 11,000 10,000 (1,000) (9.1%) 10.00 1 2,229.65 2,399.10 27,000 28,000 1,000 3.7% Total System Charges 4,752 1,368,000$ 1,452,000$ 84,000$ 6.1% (1)Proposed rates for sewer billed beginning in January 2027. (2)Residential customers with 1" or greater meter for fireflow or non-sewer related water usage may be subject to the 3/4" system fee. (3)Budget-to-budget variances reflect rate adjustments implemented under the most recent Cost of Service Study (COSS), effective January 1, 2026. As a result of the COSS, the Residential 1.00" or Greater category increased, including a 68% rate increase from CY 2025 to CY 2026, while Commercial and Multi-Residential categories experienced decreases. FY 2026 budgeted amounts included six months of pre-COSS rates. System Charges - Sewer Budget to Budget Variance 35 FY 2023 FY 2024 FY 2025 FY 2027 Projected Budget Budget Sewer Charges 3,272,858$ 3,460,422$ 3,456,784$ 3,558,138$ 3,538,000$ 3,862,000$ Penalties and Other Fees 24,664 26,923 29,743 28,267 26,000 32,000 Total 3,297,522$ 3,487,345$ 3,486,527$ 3,586,405$ 3,564,000$ 3,894,000$ Revenue History - Sewer, in thousands ($) Revenue History - Sewer Actual FY 2026 $1,000 $1,500 $2,000 $2,500 $3,000 $3,500 FY 2023 Actual FY 2024 Actual FY 2025 Actual FY 2026 Projected FY 2026 Budget FY 2027 Budget Sewer Charges Series2Penalties and Other Fees 36 FY 2023 FY 2024 FY 2025 FY 2027 Projected Budget Budget $ % Total Power Cost 173,464$ 211,391$ 188,533$ 206,014$ 202,000$ 218,000$ 16,000$ 7.9% Power Costs - Sewer Budget to Budget Variance Historical Power Costs, in thousands ($) Actual FY 2026 $20 $60 $100 $140 $180 $220 FY 2023 Actual FY 2024 Actual FY 2025 Actual FY 2026 Projected FY 2026 Budget FY 2027 Budget 37 FY 2025 FY 2026 FY 2026 FY 2027 Actual Projected Budget Budget $% Administrative Expenditures Memberships and Dues 6,376$ 4,380$ 9,000$ 6,500$ (2,500)$ (27.8%) General Office Expense - 1,287 - 900 900 100.0% Miscellaneous Office & Field Equipment 2,031 7,591 2,700 8,000 5,300 196.3% Fees 5,646 5,646 6,000 6,200 200 3.3% Services 123,102 42,259 131,200 83,500 (47,700) (36.4%) Training - - - 9,300 9,300 100.0% Bad Debt Expense 79 1,270 - - - - Total 137,234 62,434 148,900 114,400 (34,500) (23.2%) Add: Overhead Allocation 143,094 151,998 157,000 193,500 36,500 23.2% Total Expenditures 280,328$ 214,432$ 305,900$ 307,900$ 2,000$ 0.7% FY 2027 Administrative Expenditures - Sewer Memberships and Dues 6,500$ 2.0% General Office Expense 900 0.3% Misc. Office & Field Equipment 8,000 2.6% Fees 6,200 2.0% Services 83,500 27.2% Training 9,300 3.1% Overhead Allocation 193,500 62.8% Total Expenditures 307,900$ 100.0% Administrative Expenditures - Sewer Budget to Budget Variance 38 FY 2025 FY 2026 FY 2026 FY 2027 Actual Projected Budget Budget $% Materials and Maintenance Fleet Parts and Equipment 14,391$ 6,184$ 8,000$ 8,000$ $ - - Infrastructure Equipment and Supplies 103,202 97,515 82,900 100,800 17,900 21.6% Chemicals 22,022 25,565 28,200 33,400 5,200 18.4% Laboratory Equipment and Supplies 4,049 12,654 14,000 4,500 (9,500) (67.9%) Other Materials and Supplies 178 2,315 600 1,000 400 66.7% Contracted Services 47,370 84,088 71,500 79,300 7,800 10.9% Subtotal Materials and Maintenance 191,212 228,322 205,200 227,000 21,800 10.6% Sewer Charges Metro O&M Costs 750,000 825,000 535,000 1,195,000 660,000 123.4% Spring Valley Sewer Charge 342,559 230,000 230,000 316,000 86,000 37.4% Subtotal Sewer Charges 1,092,559 1,055,000 765,000 1,511,000 746,000 97.5% Total Expenditures 1,283,771$ 1,283,322$ 970,200$ 1,738,000$ 767,800$ 79.1% Fleet Parts and Equipment 8,000$ 0.5% Infrastructure Equipment and Supplies 100,800 5.8% Chemicals 33,400 1.9% Laboratory Equipment and Supplies (1)5,500 0.3% Contracted Services 79,300 4.5% Metro O&M Costs 1,195,000 68.8% Spring Valley Sewer Charge 316,000 18.2% Total Expenditures 1,738,000$ 100.0% Includes Other Materials & Supplies. Materials and Maintenance Expenditures - Sewer Budget to Budget Variance FY 2027 Materials and Maintenance Expenditures - Sewer (1) 39 This page intentionally left blank 40 FY 2025 FY 2026 FY 2027 Actual Budget Budget $% Fee Revenues Capacity Fee Revenues 3,484,956$ 3,278,000$ 3,362,000$ 84,000$ 2.6% Subtotal Fee Revenues 3,484,956 3,278,000 3,362,000 84,000 2.6% Tax Revenues 1% General Tax 6,170,492 6,122,000 6,632,000 510,000 8.3% Availability Fees 717,191 732,000 730,000 (2,000) (0.3%) Subtotal Tax Revenues 6,887,683 6,854,000 7,362,000 508,000 7.4% General Revenue 10,372,639$ 10,132,000$ 10,724,000$ 592,000$ 5.8% FY 2025 FY 2026 FY 2027 Actual Budget Budget $% Property Rental 1,677,698$ 1,698,900$ 1,835,000$ 136,100$ 8.0% Sewer Billing Fees 549,437 564,000 584,000 20,000 3.5% Grants 321,213 175,000 100,000 (75,000) (42.9%) Revenue from Shared Facility 14,418 7,000 14,000 7,000 100.0% Miscellaneous 592,962 174,000 617,000 443,000 254.6% Non-Operating Revenue 3,155,728$ 2,618,900$ 3,150,000$ 531,100$ 20.3% Potable Recycled Sewer Total Capacity Fee Revenues 3,362,000$ -$ -$ 3,362,000$ 1% General Tax 6,632,000 - - 6,632,000 Availability Fees 678,000 - 52,000 730,000 Property Rental 1,835,000 - - 1,835,000 Sewer Billing Fees 584,000 - - 584,000 Grants 100,000 - - 100,000 Revenue from Shared Facility - - 14,000 14,000 Miscellaneous 617,000 - - 617,000 Total General and Non-Operating Revenue 13,808,000$ -$ 66,000$ 13,874,000$ (1)For General and Non-Operating Revenues, the Potable Fund serves as the District's General Fund for accounting purposes. FY 2027 Non-Operating Revenues(1) Budget to Budget Variance General and Non-Operating Revenues by Fund(1) General Revenues General Revenues(1) Budget to Budget Variance 41 FY 2025 FY 2026 FY 2027 Actual Budget Budget $ % General Expense Labor and Benefits (1)1,795,933$ 1,419,300$ 1,236,300$ (183,000)$ 12.9% Administrative Expenditures Insurance expenses 2,660,351 2,405,000 1,918,400 (486,600) (20.2%) Legal expenses 642,023 1,180,000 595,000 (585,000) (49.6%) Total General Expense 5,098,307$ 5,004,300$ 3,749,700$ (1,254,600)$ (25.1%) FY 2025 FY 2026 FY 2027 Actual Budget Budget OPEB ADC(2) $ 990,447 $ 1,208,200 $ 960,600 OPEB/PERS advance funding 350,000 671,000 830,000 Cost of Living Adjustment & Benefits 455,486 146,200 114,400 Vacancy Adjustment -(606,100) (668,700) Total $ 1,795,933 $ 1,419,300 $ 1,236,300 General Expense Budget to Budget Variance (1)Includes District-wide labor and benefit costs not attributable to any one department, such as the effect of cost of living increases on accrued leave liabilities or the Other Post Employment Benefit (OPEB) costs. These costs are netted against the District's anticipated Vacancy Factor. The Vacancy Factors for FY 2026 and FY 2027 are $606,100 and $668,700, respectively. Additionally, the labor and benefits shown on this schedule are related to operating costs and does not include CIP labor and benefit costs. (2)The District also moved to an HRA plan for new employees which resulted in a lower ADC for FY 2027. 42 Board of Directors 296,400$ 0.6% General Manager 2,143,100 4.2% General Expense 3,749,700 7.3% Administrative Services 10,936,500 21.2% Finance 8,829,300 17.1% Water Operations 19,022,000 36.7% Engineering 6,649,500 12.9% 51,626,500$ 100.0% Departmental Operating Budgets Total FY 2027 Departmental Operating Budgets $51,626,500 43 FY 2025 FY 2027 Actual Projected Budget Budget $% Labor Costs 14,711,431$ 15,480,600$ 16,937,500$ 18,150,100$ 1,212,600$ 7.2% Benefits Pension 3,891,168 4,304,700 4,646,400 5,193,100 546,700 11.8% Employee Assistance Program 8,284 2,300 2,800 2,800 - - Workers' Compensation 327,473 338,000 318,600 357,800 39,200 12.3% Health/Dental/Life Insurance/Advance Funding to PERS/OPEB(1)5,634,374 5,959,500 6,385,700 7,146,200 760,500 11.9% Social Security/Medicare 1,266,092 1,303,900 1,404,400 1,486,600 82,200 5.9% Salary Continuation Insurance 69,917 69,600 69,400 73,500 4,100 5.9% State Unemployment Insurance 9,104 4,500 20,000 20,000 - - Vacation/Sick/Holiday/Other Leave 3,165,776 3,071,900 3,207,100 3,272,100 65,000 2.0% Total Benefits 14,372,188 15,054,400 16,054,400 17,552,100 1,497,700 9.3% Total Labor and Benefits 29,083,619 30,535,000 32,991,900 35,702,200 2,710,300 8.2% Less: Non-Operating Labor and Benefits Labor Costs 932,091 866,800 1,044,100 1,529,400 485,300 46.5% Benefits Allocation 635,515 530,400 722,200 1,104,200 382,000 52.9% Total Non-Operating Labor and Benefits 1,567,606 1,397,200 1,766,300 2,633,600 867,300 49.1% Operating Labor & Benefits 27,516,013 29,137,800 31,225,600 33,068,600 1,843,000 5.9% Overhead Allocation (115% of labor costs)1,071,906 996,800 1,200,700 1,758,800 558,100 46.5% Admin Overhead (36.85%)394,997 367,300 442,400 648,100 205,700 46.5% Less: Non-operating labor overhead (676,909) (629,500) (758,300) (1,110,700) (352,400) 46.5% Net Operating Labor and Benefits $ 26,839,104 $ 28,508,300 $ 30,467,300 $ 31,957,900 $ 1,490,600 4.9% FY 2025 Actual FY 2026 Projected FY 2026 Budget FY 2027 Budget Advance Funding to OPEB/PERS 350,000$ 671,000$ 671,000$ 830,000$ (1)Includes the following advance fundings to the District's pension and retiree healthcare plans: Labor and Benefits Budget to Budget VarianceFY 2026 146 148 147 0 20 40 60 80 100 120 140 160 Full - Time Equivalent (FTE) FY 2027 FY 2026 FY 2025 Budget Actual 44 Potable Recycled Sewer Developer Reimbursed CIP Total Operating Labor Costs 15,418,400$ 745,600$ 456,700$ -$ 16,620,700$ Benefits 15,444,700 624,800 378,400 - 16,447,900 Overhead Allocation-Personnel (1,983,800) 541,400 331,700 - (1,110,700) Total Operating Labor and Benefits 28,879,300 1,911,800 1,166,800 - 31,957,900 CIP Labor Costs 1,038,100 60,300 91,900 339,100 1,529,400 Benefits 726,100 42,000 66,300 269,800 1,104,200 Overhead Allocation-Personnel 753,900 43,800 66,700 246,300 1,110,700 Total CIP Labor and Benefits 2,518,100 146,100 224,900 855,200 3,744,300 Total Labor and Benefits 31,397,400$ 2,057,900$ 1,391,700$ 855,200$ 35,702,200$ Potable-Operating 28,879,300$ 80.9% Potable-CIP 2,518,100 7.0% Sewer-Operating 1,166,800 3.3% Sewer-CIP 224,900 0.6% Recycled-Operating 1,911,800 5.4% Recycled-CIP 146,100 0.4% Developer Reimbursed-CIP 855,200 2.4% Total Labor and Benefits 35,702,200$ 100.0% Labor and Benefits by Fund - Fiscal Year 2027 45 General Manager General Manager 1 1 1 District Secretary 1 1 1 Communications Officer 1 1 1 Communications Assistant 1 1 1 Total FTE - General Manager Department 4 4 4 Administrative Services Chief, Administrative Services 1 1 1 Confidential Executive Assistant 1 1 1 Administrative Services 2 2 2 Human Resources Human Resources Manager 1 1 1 Senior Human Resources Analyst 2 2 2 Human Resources Assistant I and II 1 1 0 Human Resources Technician 0 0 1 Human Resources 4 4 4 Purchasing Purchasing and Facilities Manager 1 1 1 Senior Procurement & Contracting Analyst 1 1 1 Warehouse Technician 1 2 2 Facilities Maintenance Technician 2 2 2 Purchasing 5 6 6 Safety Safety & Security Specialist 1 1 1 Safety 1 1 1 Information Technology/GIS IT Manager 1 1 1 GIS Manager 1 1 1 GIS Programmer Analyst 1 1 1 GIS Analyst 1 1 1 GIS Technician 1 1 1 Network Engineer 1 1 1 Database Administrator 1 1 1 Business Systems Technician 1 1 1 System Support Analyst 1 1 1 Business Systems Analyst I and II 2 2 2 Information Technology/GIS 11 11 11 Total FTE - Administrative Services Department 23 24 24 Position Count by Department FY 2025 FY 2026 FY 2027 46 Position Count by Department FY 2025 FY 2026 FY 2027 Finance Chief Financial Officer 1 1 1 Assistant Chief, Finance 1 1 0 Executive Assistant 1 1 1 Department Assistant 1 1 1 Finance 4 4 3 Controller and Budgetary Services Finance Manager, Controller & Budgetary Services 0 0 1 Senior Accountant 2 2 2 Accountant 1 1 1 Accounting Technician 1 1 1 Controller and Budgetary Services 4 4 5 Treasury and Accounting Services Finance Manager, Treasury and Accounting 1 1 1 Senior Accountant 2 2 2 Accountant 1 1 1 Accounting Technician 1 1 1 Treasury and Accounting Services 5 5 5 Customer Service Customer Service Manager 1 1 1 Customer Service Supervisor 1 1 1 Lead Customer Service Representative 1 1 1 Customer Service Representative I and II 6 6 6 Customer Service 9 9 9 Meter Services Meter Services Supervisor 1 1 1 Lead Meter Maintenance/Cross Connection Worker 1 1 1 Sr. Meter Maintenance/Cross Connection Worker 2 2 1 Meter Maintenance Worker I and II 3 3 4 Lead Customer Service Field Representative 1 1 1 Customer Service Field Representative I and II 3 3 3 Meter Services 11 11 11 Total FTE - Finance Department 33 33 33 Operations Chief, Water Operations 1 1 1 Executive Assistant 1 1 1 Asset Management Specialist 1 1 0 Operations 3 3 2 47 Position Count by Department FY 2025 FY 2026 FY 2027 Operations (continued) Water System Operations System Operations Manager 1 1 1 Water Systems Supervisor 1 1 1 Lead Water Systems Operator 2 2 2 Water Systems Operator I, II, and III 8 8 8 Senior Disinfection Technician 1 2 1 Disinfection Technician 1 0 1 Water System Operations 14 14 14 Reclamation Operations Reclamation Plant Supervisor 1 1 1 Lead Reclamation Plant Operator 1 1 1 Reclamation Plant Operator I, II, and III 2 2 2 Laboratory Analyst 2 2 2 Reclamation Operations 6 6 6 Utility Maintenance/Construction Utility Services Manager 1 1 1 Asset Management Specialist 0 0 1 Utility Maintenance Supervisor 1 1 1 Utility Maintenance Assistant Supervisor 1 1 1 Utility Crew Leader 3 3 3 Senior Utility Worker/Equipment Operator 4 4 4 Utility Workers I and II 12 12 12 SCADA/Pump/Electrical Supervisor 1 1 1 Senior SCADA Instrumentation Technician 2 2 2 SCADA Instrumentation Technician 1 1 1 Electrician I and II 2 2 2 Pump Mechanic I and II 2 2 2 Fleet Maintenance Supervisor 1 1 1 Equipment Mechanic I and II 3 3 3 Utility Maintenance/Construction 34 34 35 Total FTE - Operations Department 57 57 57 Engineering Chief, Engineering 1 1 1 Executive Assistant 1 1 1 Department Assistant 1 1 0 Engineering 3 3 2 Water Resources, Planning, Design & Environmental Engineering Manager 1 1 1 Senior Civil Engineer 3 3 3 Environmental Compliance Specialist 1 1 1 Assistant Civil Engineer I/II 1 2 1 Senior/Engineering Technician 0 0 1 Engineering Design Technician 1 0 0 Water Resources, Planning, Design & Environmental 7 7 748 Position Count by Department FY 2025 FY 2026 FY 2027 Engineering (continued) Public Services, Survey, Inspection, & Recycled Water Program Engineering Manager 1 1 1 Field Services Manager 1 1 1 Permit Technician 2 2 2 Construction Technician 1 1 1 Recycled Water Program Supervisor 1 0 0 Lead Recycled Water Specialist 0 1 1 Recycled Water Specialist 4 4 4 Lead Construction Inspector 1 1 1 Construction Inspector I and II 4 5 5 Supervising Land Surveyor 1 1 1 Senior Utility Locator 3 2 2 Utility Locator 0 1 1 Public Services, Survey, Inspection, & Recycled Water Program 19 20 20 Total FTE - Engineering Department 29 30 29 District Total FTE Position Count 146 148 147 Contract / Temporary Employees Communications Intern 0.00 0.00 0.30 Customer Service Field Representative I 0.00 0.75 0.75 Customer Service Representative II 0.00 0.00 0.46 Customer Service Representative I 0.00 0.00 1.00 Human Resources Assistant I 0.00 0.00 0.15 Senior Human Resources Analyst 0.36 0.82 0.82 Senior SCADA Instrumentation Technician 0.63 0.63 0.60 Total Contract/Temporary Employees 0.99 2.20 4.08 General Manager 4 2.7% Administrative Services 24 16.3% Finance 33 22.4% Operations 57 38.9% Engineering 29 19.7% Total 147 100.0% 146 148 147 125 130 135 140 145 150 FY 2025 Actual FY 2026 Actual FY 2027 Budget Full-Time Equivalent (FTE)Position Count by Department 49 This page intentionally left blank 50 FY 2025 FY 2026 FY 2027 Budget to Budget Actual Budget Budget Variance Departmental Expenditures Board of DirectorsBoard of Directors 246,307$ 281,900$ 296,400$ 14,500$ General ManagerGeneral Manager 1,616,496 2,067,200 2,143,100 75,900 General ExpenseGeneral Expense 5,098,307 5,004,300 3,749,700 (1,254,600) Administrative ServicesAdministrative Services 8,733,629 10,057,400 10,936,500 879,100 FinanceFinance 7,198,419 8,183,400 8,829,300 645,900 Water OperationsWater Operations 14,453,174 16,579,500 19,022,000 2,442,500 EngineeringEngineering 5,606,880 6,839,200 6,649,500 (189,700) Total Departmental ExpendituresTotal Departmental Expenditures 42,953,211 49,012,900 51,626,500 2,613,600 Less: Overhead Allocation (1,071,906) (1,200,700) (1,758,800) (558,100) Net Departmental Expenditures 41,881,305 47,812,200 49,867,700 2,055,500 Non-Departmental Expenditures & Reserve Funding Water Purchases 78,017,867 86,032,000 86,707,000 675,000 Power 4,614,553 4,643,000 4,997,000 354,000 Subtotal Non-Departmental Expenditures 82,632,420 90,675,000 91,704,000 1,029,000 General Fund Reserve 3,979,700 1,067,000 12,394,100 11,327,100 Expansion Reserve 5,720,000 1,477,700 3,633,200 2,155,500 Betterment Reserve 2,643,300 9,076,000 136,000 (8,940,000) Subtotal Reserve Funding 12,343,000 11,620,700 16,163,300 4,542,600 Total Operating Expenditures 136,856,726$ 150,107,900$ 157,735,000$ 7,627,100$ Operating Expenditures by Department 51 FY 2025 FY 2026 FY 2027 Budget to Budget Actual Budget Budget Variance Departmental Expenditures Labor and Benefits 27,516,006$ 31,225,500$ 33,068,600$ 1,843,100$ Director's Fees 82,304 87,900 88,000 100 Travel and Conferences 176,675 256,400 322,900 66,500 Memberships and Dues 104,717 126,300 127,900 1,600 Conservation and Outreach 145,124 200,100 222,400 22,300 General Office Expense 299,963 328,100 359,600 31,500 IT Hardware, Software & Communication 1,829,474 2,157,200 2,344,600 187,400 Misc Office & Field Equipment 127,192 161,100 177,500 16,400 Fees 4,626,115 4,853,800 3,932,000 (921,800) Services 2,876,754 3,706,800 3,831,500 124,700 Training 229,543 324,400 408,100 83,700 Materials & Maintenance 3,802,747 4,711,200 5,107,900 396,700 Utilities 39,857 39,100 54,500 15,400 Sewer Charges 1,092,559 765,000 1,511,000 746,000 Bad Debt Expense 4,182 70,000 70,000 - Total Departmental Expenditures 42,953,211 49,012,900 51,626,500 2,613,600 Less: Overhead Allocation (1,071,906) (1,200,700) (1,758,800) (558,100) Net Departmental Expenditures 41,881,305 47,812,200 49,867,700 2,055,500 Non-Departmental Expenditures & Reserve Funding Water Purchases 78,017,867 86,032,000 86,707,000 675,000 Power 4,614,553 4,643,000 4,997,000 354,000 Subtotal Non-Departmental Expenditures 82,632,420 90,675,000 91,704,000 1,029,000 General Fund Reserve 3,979,700 1,067,000 12,394,100 11,327,100 Expansion Reserve 5,720,000 1,477,700 3,633,200 2,155,500 Betterment Reserve 2,643,300 9,076,000 136,000 (8,940,000) Subtotal Reserve Funding 12,343,000 11,620,700 16,163,300 4,542,600 Total Operating Expenditures 136,856,726$ 150,107,900$ 157,735,000$ 7,627,100$ Operating Expenditures by Object 52 FY 2025 FY 2026 FY 2026 FY 2027 Actual Projected Budget Budget $% Administrative Expenditures Services 2,876,755$ 3,299,764$ 3,706,800$ 3,831,500$ 124,700$ 3.4% Insurance and Legal 3,302,375 3,282,878 3,585,000 2,513,400 (1,071,600) (29.9%) IT Hardware, Software & Communication 1,829,474 2,089,875 2,157,200 2,344,600 187,400 8.7% Fees 1,323,741 1,228,336 1,268,800 1,418,600 149,800 11.8% Training 229,544 237,262 324,400 408,100 83,700 25.8% General Office Expenses 299,963 311,582 328,100 359,600 31,500 9.6% Travel and Conferences 176,676 226,122 256,400 322,900 66,500 25.9% Conservation and Outreach 145,123 189,922 200,100 222,400 22,300 11.1% Miscellaneous Office & Field Equipment 127,192 158,848 161,100 177,500 16,400 10.2% Memberships and Dues 104,718 114,398 126,300 127,900 1,600 1.3% Directors' Fees 82,304 51,406 87,900 88,000 100 0.1% Bad Debt Expense 4,182 27,381 70,000 70,000 - - Utilities 39,857 50,511 39,100 54,500 15,400 39.4% Subtotal before Overhead 10,541,904 11,268,285 12,311,200 11,939,000 (372,200) (3.0%) Less: Overhead Allocation (394,997) (367,335) (442,500) (648,100) (205,600) (46.5%) Total Expenditures 10,146,907$ 10,900,950$ 11,868,700$ 11,290,900$ (577,800)$ (4.9%) To delete before printing 9,928,800$ 12,274,200$ 4,702,612$ 5,605,400$ 14,452,400$ Services 3,831,500$ 32.0% Insurance and Legal 2,513,400 21.1% IT Hardware, Software & Comm 2,344,600 19.6% Fees 1,418,600 11.9% Training 408,100 3.4% General Office Expense 359,600 3.0% Travel and Conferences 322,900 2.7% Conservation and Outreach 222,400 1.9% Misc Office & Field Equipment 177,500 1.5% Memberships and Dues 127,900 1.1% Directors' Fees 88,000 0.7% Bad Debt Expense 70,000 0.6% Utilities 54,500 0.5% 11,939,000 100.0% Less: Overhead Allocation (648,100) Total Administrative Expenditures 11,290,900$ Administrative Expenditures - Total Budget to Budget Variance FY 2027 Total Administrative Expenditures 53 FY 2025 FY 2026 FY 2026 FY 2027 Actual Projected Budget Budget $ % Materials and Maintenance Contracted Services 871,884$ 1,653,722$ 1,645,400$ 1,903,900$ 258,500$ 15.7% Infrastructure Equipment and Supplies 751,694 790,269 950,000 948,700 (1,300) (0.1%) Chemicals 781,747 798,735 800,900 821,300 20,400 2.5% Other Materials and Supplies 433,498 362,244 395,600 445,100 49,500 12.5% Fuel and Oil 213,332 253,204 246,800 309,200 62,400 25.3% Meters and Materials 279,085 208,836 262,800 240,500 (22,300) (8.5%) Safety Equipment 122,991 102,849 94,300 125,800 31,500 33.4% Building and Grounds Materials 91,909 105,077 104,500 120,500 16,000 15.3% Fleet Parts and Equipment 193,064 182,325 145,800 115,500 (30,300) (20.8%) Laboratory Equipment and Supplies 63,542 65,678 65,100 77,400 12,300 18.9% Subtotal Materials and Maintenance 3,802,746 4,522,940 4,711,200 5,107,900 396,700 8.4% Sewer Charges Metro O&M Costs 750,000 825,000 535,000 1,195,000 660,000 123.4% Spring Valley Sewer Charge 342,559 230,000 230,000 316,000 86,000 37.4% Subtotal Sewer Charges 1,092,559 1,055,000 765,000 1,511,000 746,000 97.5% Total Expenditures 4,895,305$ 5,577,940$ 5,476,200$ 6,618,900$ 1,142,700$ 20.9% To check: remove before printing 4,508,052 5,224,400 5,476,200 FY 2027 Materials and Maintenance Expenditures Contracted Services 1,903,900$ 28.9% Metro and County Sewer Charges 1,511,000 22.8% Infrastructure Equipment & Supplies 948,700 14.3% Chemicals 821,300 12.4% Other Materials & Supplies 445,100 6.7% Fuel and Oil 309,200 4.7% Meters and Materials 240,500 3.6% Safety Equipment 125,800 1.9% Building and Grounds Materials 120,500 1.8% Fleet Parts and Equipment 115,500 1.7% Laboratory Equipment & Supplies 77,400 1.2% Total Materials and Maintenance Expenditures 6,618,900$ 100.0% Materials and Maintenance Expenditures - Total Budget to Budget Variance 54 FY 2025 FY 2026 FY 2027 Actual Budget Budget $% Board of Directors 246,307$ 281,900$ 296,400$ 14,500$ 5.1% Total Expenses 246,307 281,900 296,400 14,500 5.1% FY 2025 FY 2026 FY 2027 Actual Budget Budget $% Benefits 124,072 126,500 137,700 11,200 8.9% Director's Fees 82,304 87,900 88,000 100 0.1% Travel and Conferences 39,931 67,500 70,700 3,200 4.7% Total Expenses 246,307$ 281,900$ 296,400$ 14,500$ 5.1% Department Object Board of Directors Budget to Budget Variance Budget to Budget Variance 55 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 124,072 $ 126,500 $ 137,700 $ 11,200 Administrative Expenses Mileage 4,144 6,000 6,500 500 Travel 15,887 29,300 33,000 3,700 Conferences and Seminars 15,740 26,200 26,200 - Business Meetings 4,160 6,000 5,000 (1,000) Director's Fees 82,304 87,900 88,000 100 Total Administrative Expenses 122,235 155,400 158,700 3,300 Total Expenses $ 246,307 $ 281,900 $ 296,400 $ 14,500 FY 2026 OTAY WATER DISTRICT DIVISION 1111 - BOARD OF DIRECTORS FISCAL YEAR 2027 BUDGET 56 FY 2025 FY 2026 FY 2027 Actual Budget Budget $% General Manager 1,485,066$ 1,821,900$ 1,872,300$ 50,400$ 2.8% Conservation 131,430 245,300 270,800 25,500 10.4% Total Expenses 1,616,496 2,067,200 2,143,100 75,900 3.7% -$ FY 2025 FY 2026 FY 2027 Actual Budget Budget $% Labor and Benefits 1,118,354 1,264,200 1,195,700 (68,500) (5.4%) Travel and Conferences 26,322 37,900 39,800 1,900 5.0% Memberships and Dues 90,985 106,600 106,700 100 0.1% Conservation and Outreach 145,124 200,100 222,400 22,300 11.1% General Office Expense 11,102 7,300 7,700 400 5.5% Fees 120,616 84,400 160,600 76,200 90.3% Services 102,731 262,200 306,200 44,000 16.8% Training 1,262 4,500 4,000 (500) (11.1%) Materials & Maintenance - 100,000 100,000 - - Total Expenses 1,616,496$ 2,067,200$ 2,143,100$ 75,900$ 3.7% -$ -$ -$ General Manager Budget to Budget Variance Budget to Budget Variance Department Object 57 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 1,118,354 $ 1,264,200 $ 1,195,700 $ (68,500) Administrative Expenses Mileage 1,569 3,000 2,300 (700) Travel 6,337 8,700 9,300 600 Conferences and Seminars 5,579 9,700 11,000 1,300 Business Meetings 12,837 14,300 15,000 700 Memberships and Dues 88,076 103,600 103,500 (100) Public Recognition and Awards 33,293 30,200 30,200 - Books, Periodicals and Subscriptions 1,710 2,100 1,900 (200) Office Supplies 9,228 4,800 5,500 700 Postage and Delivery Charges 164 400 300 (100) Agency Fees 120,616 84,400 160,600 76,200 Outside Services 86,041 192,000 233,000 41,000 General Training 1,262 4,500 4,000 (500) Total Administrative Expenses 366,712 457,700 576,600 118,900 Materials and Maintenance Expenses Contracted Services - 100,000 100,000 - Total Materials and Maintenance Expenses - 100,000 100,000 - Total Expenses $ 1,485,066 $ 1,821,900 $ 1,872,300 $ 50,400 FY 2026 OTAY WATER DISTRICT DIVISION 1211 - GENERAL MANAGER FISCAL YEAR 2027 BUDGET 58 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Administrative Expenses Travel -$ 1,200$ 1,200$ $ - Conferences and Seminars - 900 900 - Business Meetings - 100 100 - Memberships and Dues 2,910 3,000 3,200 200 Incentives 5,472 11,700 11,700 - Public Recognition and Awards 9,253 8,200 9,500 1,300 Conservation Garden 97,105 150,000 171,000 21,000 Outside Services 16,690 70,200 73,200 3,000 Total Administrative Expenses 131,430 245,300 270,800 25,500 Total Expenses $ 131,430 $ 245,300 $ 270,800 $ 25,500 FY 2026 OTAY WATER DISTRICT DIVISION 1231 - WATER CONSERVATION FISCAL YEAR 2027 BUDGET 59 FY 2025 FY 2026 FY 2027 Actual Budget Budget $ % General Expense Labor and Benefits (1)1,795,933$ 1,419,300$ 1,236,300$ (183,000)$ 12.9% Administrative Expenditures Insurance expenses 2,660,351 2,405,000 1,918,400 (486,600) (20.2%) Legal expenses 642,023 1,180,000 595,000 (585,000) (49.6%) Total General Expense 5,098,307$ 5,004,300$ 3,749,700$ (1,254,600)$ (25.1%) FY 2025 FY 2026 FY 2027 Actual Budget Budget OPEB ADC(2) $ 990,447 $ 1,208,200 $ 960,600 OPEB/PERS advance funding 350,000 671,000 830,000 Cost of Living Adjustment & Benefits 455,486 146,200 114,400 Vacancy Adjustment -(606,100) (668,700) Total $ 1,795,933 $ 1,419,300 $ 1,236,300 General Expense Budget to Budget Variance (1)Includes District-wide labor and benefit costs not attributable to any one department, such as the effect of cost of living increases on accrued leave liabilities or the Other Post Employment Benefit (OPEB) costs. These costs are netted against the District's anticipated Vacancy Factor. The Vacancy Factors for FY 2026 and FY 2027 are $606,100 and $668,700, respectively. Additionally, the labor and benefits shown on this schedule are related to operating costs and does not include CIP labor and benefit costs. (2)The District also moved to an HRA plan for new employees which resulted in a lower ADC for FY 2027. 60 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 1,795,933 $ 1,419,300 $ 1,236,300 $ (183,000) Administrative Expenses OPS-525Insurance 2,660,351 2,405,000 1,918,400 (486,600) OPS-525Legal Expenses 642,023 1,180,000 595,000 (585,000) Total Admin Expenses 3,302,374 3,585,000 2,513,400 (1,071,600) Total Expenses $ 5,098,307 $ 5,004,300 $ 3,749,700 $ (1,254,600) FY 2026 OTAY WATER DISTRICT DIVISION 1311 - GENERAL EXPENSE (INCLUDES LEGAL) FISCAL YEAR 2027 BUDGET 61 FY 2025 FY 2026 FY 2027 Actual Budget Budget $% Administrative Chief 546,709$ 588,100$ 615,200$ 27,100$ 4.6% Human Resources 1,170,950 1,507,900 1,754,900 247,000 16.4% Purchasing and Facilities 1,872,921 2,169,800 2,498,400 328,600 15.1% Safety and Security 581,800 637,800 686,100 48,300 7.6% IT Operations 3,363,018 3,868,500 4,007,800 139,300 3.6% Geographic Information System (GIS)1,198,230 1,285,300 1,374,100 88,800 6.9% Total Expenses 8,733,629 10,057,400 10,936,500 879,100 8.7% FY 2025 FY 2026 FY 2027 Actual Budget Budget $% Labor and Benefits 5,205,268 5,893,100 6,373,500 480,400 8.2% Travel and Conferences 42,041 44,900 49,300 4,400 9.8% Memberships and Dues 4,352 9,100 9,200 100 1.1% General Office Expense 101,931 115,800 132,500 16,700 14.4% IT Hardware, Software & Communication 1,825,224 2,148,000 2,334,700 186,700 8.7% Misc. Office & Field Equipment 42,063 45,800 50,600 4,800 10.5% Services 579,024 810,100 856,000 45,900 5.7% Training 187,208 240,800 285,900 45,100 18.7% Materials & Maintenance 706,661 710,700 790,300 79,600 11.2% Utilities 39,857 39,100 54,500 15,400 39.4% Total Expenses 8,733,629$ 10,057,400$ 10,936,500$ 879,100$ 8.7% Administrative Services Budget to Budget Variance Budget to Budget Variance Department Object 62 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor and Benefits Total Labor and Benefits $ 540,674 $ 582,100 $ 608,800 $ 26,700 Administrative Expenses Mileage 80 200 100 (100) Travel 2,931 1,500 2,000 500 Conferences and Seminars 1,811 3,000 3,000 - Business Meetings 543 800 700 (100) Memberships and Dues 195 300 400 100 Books, Periodicals and Subscriptions 474 200 200 - Total Administrative Expenses 6,035 6,000 6,400 400 Total Expenses $ 546,709 $ 588,100 $ 615,200 $ 27,100 FY 2026 OTAY WATER DISTRICT DIVISION 2211 - ADMINISTRATIVE SERVICES CHIEF FISCAL YEAR 2027 BUDGET 63 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 948,018 $ 1,090,300 $ 1,316,800 $ 226,500 Administrative Expenses Mileage 33 200 200 - Travel 2,419 3,500 3,500 - Conferences and Seminars 1,644 3,500 3,500 - Business Meetings 819 2,200 2,200 - Memberships and Dues 2,255 2,100 2,100 - Books, Periodicals and Subscriptions 1,372 3,200 1,900 (1,300) Outside Services 87,829 230,100 168,600 (61,500) Temporary Employment Services 41,870 57,500 122,900 65,400 Recruitment Expense 21,218 28,000 28,000 - Tuition Reimbursement 6,840 10,000 10,000 - General Training 14,079 33,600 48,000 14,400 Employee Programs 42,554 43,700 47,200 3,500 Total Administrative Expenses 222,931 417,600 438,100 20,500 Total Expenses $ 1,170,950 $ 1,507,900 $ 1,754,900 $ 247,000 FY 2026 OTAY WATER DISTRICT DIVISION 2221 - HUMAN RESOURCES FISCAL YEAR 2027 BUDGET 64 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 869,438 $ 1,075,900 $ 1,260,000 $ 184,100 Administrative Expenses Travel 2,603 1,000 1,400 400 Conferences and Seminars 2,098 1,500 1,700 200 Business Meetings 20 200 200 - Memberships and Dues 1,063 1,700 1,700 - Office Supplies 31,539 39,400 39,400 - Postage and Delivery Charges 32,473 38,000 43,000 5,000 Printing 29,695 33,000 43,300 10,300 Maintenance and Parts 20,416 21,800 23,600 1,800 Rents and Leases 1,881 2,000 2,000 - Office Furniture & Equipmt (Non-Capital)6,359 9,000 9,000 - Small Tools & Equipment 4,172 4,000 4,000 - Outside Services 167,719 206,800 263,100 56,300 Security Services 35,959 39,000 39,000 - Uniforms 43,822 38,000 45,000 7,000 General Training - 3,000 3,000 - Sewer 7,495 7,500 10,000 2,500 Trash Services 32,362 31,600 44,500 12,900 Total Administrative Expenses 419,814 477,500 573,900 96,400 Materials and Maintenance Expenses Building and Grounds Materials 91,909 104,500 120,500 16,000 Contracted Services 491,761 511,900 544,000 32,100 Total Materials and Maintenance Expenses 583,670 616,400 664,500 48,100 Total Expenses $ 1,872,921 $ 2,169,800 $ 2,498,400 $ 328,600 FY 2026 OTAY WATER DISTRICT DIVISION 2231 - PURCHASING & FACILITIES FISCAL YEAR 2027 BUDGET 65 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 235,074 $ 253,800 $ 275,700 $ 21,900 Administrative Expenses Mileage - 200 200 - Travel - 200 200 - Conferences and Seminars 402 5,100 5,100 - Business Meetings 5,336 5,000 5,000 - Memberships and Dues 424 4,500 4,500 - Books, Periodicals and Subscriptions 5,381 1,000 3,000 2,000 Office Furniture & Equipmt (Non-Capital)9,097 9,000 12,000 3,000 Outside Services 65,391 97,100 69,900 (27,200) Health Exams 18,767 28,100 26,000 (2,100) Required Training 118,938 139,500 158,700 19,200 Total Administrative Expenses 223,735 289,700 284,600 (5,100) Materials and Maintenance Expenses Safety Equipment 122,991 94,300 125,800 31,500 Total Materials and Maintenance Expenses 122,991 94,300 125,800 31,500 Total Expenses $ 581,800 $ 637,800 $ 686,100 $ 48,300 FY 2026 OTAY WATER DISTRICT DIVISION 2241 - SAFETY & SECURITY FISCAL YEAR 2027 BUDGET 66 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 1,706,593 $ 1,917,400 $ 1,871,200 $ (46,200) Administrative Expenses Mileage 409 100 100 - Travel 7,543 2,000 2,000 - Conferences and Seminars 9,181 8,500 9,000 500 Business Meetings 1,042 500 500 - Memberships and Dues 130 500 500 - Books, Periodicals and Subscriptions 363 - 700 700 Communication 452,206 459,100 481,000 21,900 Technology Hardware and Software 1,109,117 1,420,900 1,575,300 154,400 Outside Services 76,435 59,500 67,500 8,000 Total Administrative Expenses 1,656,426 1,951,100 2,136,600 185,500 Total Expenses $ 3,363,018 $ 3,868,500 $ 4,007,800 $ 139,300 FY 2026 OTAY WATER DISTRICT DIVISION 2421 - IT OPERATIONS FISCAL YEAR 2027 BUDGET 67 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 905,471 $ 973,600 $ 1,041,000 $ 67,400 Administrative Expenses Mileage 586 400 400 - Travel 1,788 3,500 3,500 - Conferences and Seminars 564 1,500 4,500 3,000 Business Meetings 190 300 300 - Memberships and Dues 285 - - - Books, Periodicals and Subscriptions 634 1,000 1,000 - Technology Hardware and Software 263,901 268,000 278,400 10,400 Outside Services 20,014 26,000 26,000 - General Training 4,798 11,000 19,000 8,000 Total Administrative Expenses 292,759 311,700 333,100 21,400 Total Expenses $ 1,198,230 $ 1,285,300 $ 1,374,100 $ 88,800 FY 2026 DIVISION 2431 - GEOGRAPHIC INFORMATION SYSTEM (GIS) OTAY WATER DISTRICT FISCAL YEAR 2027 BUDGET 68 FY 2025 FY 2026 FY 2027 Actual Budget Budget $% Finance Chief 702,308$ 748,700$ 783,700$ 35,000$ 4.7% Controller and Budgetary Svs 1,129,286 1,252,800 1,339,800 87,000 6.9% Treasury and Accounting Svs 1,907,399 1,967,000 2,084,900 117,900 6.0% Customer Service 2,320,637 2,647,300 2,825,600 178,300 6.7% Meter Shop 1,138,789 1,567,600 1,795,300 227,700 14.5% Total Expenses 7,198,419 8,183,400 8,829,300 645,900 7.9% FY 2025 FY 2026 FY 2027 Actual Budget Budget $% Labor and Benefits 5,643,973 6,505,600 6,970,300 464,700 7.1% Travel and Conferences 4,289 13,300 18,200 4,900 36.8% Memberships and Dues 3,920 5,200 5,500 300 5.8% General Office Expense 186,067 203,900 218,700 14,800 7.3% Misc Office & Field Equipment 3,991 4,000 6,000 2,000 50.0% Fees 823,774 813,500 852,800 39,300 4.8% Services 184,231 205,300 332,900 127,600 62.2% Training 455 1,900 2,400 500 26.3% Materials & Maintenance 343,537 360,700 352,500 (8,200) (2.3%) Bad Debt Expense 4,182 70,000 70,000 - - Total Expenses 7,198,419 8,183,400 8,829,300 645,900 7.89% Less: Bad Debt Expense (4,182) (70,000) (70,000) - - Expenses, Net of Bad Debt $ 7,194,238 $ 8,113,400 $ 8,759,300 $ 645,900 7.96% Finance Department Object Budget to Budget Variance Budget to Budget Variance 69 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 698,952 $ 742,400 $ 777,700 $ 35,300 Administrative Expenses Mileage 20 100 100 - Travel - 1,500 1,500 - Conferences and Seminars 760 1,000 1,000 - Business Meetings 160 - 100 100 Memberships and Dues 1,205 2,100 1,600 (500) Books, Periodicals and Subscriptions 559 700 800 100 Outside Services 652 900 900 - Total Administrative Expenses 3,356 6,300 6,000 (300) Total Expenses $ 702,308 $ 748,700 $ 783,700 $ 35,000 FY 2026 OTAY WATER DISTRICT DIVISION 2311 - FINANCE CHIEF FISCAL YEAR 2027 BUDGET 70 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 1,095,212 $ 1,169,800 $ 1,204,500 $ 34,700 Administrative Expenses Mileage 69 200 200 - Conferences and Seminars 1,651 1,800 2,700 900 Memberships and Dues 1,819 1,700 2,500 800 Office Supplies 3,079 600 600 - Outside Services 27,456 78,700 129,300 50,600 Total Administrative Expenses 34,074 83,000 135,300 52,300 Total Expenses $ 1,129,286 $ 1,252,800 $ 1,339,800 $ 87,000 FY 2026 OTAY WATER DISTRICT DIVISION 2321 - CONTROLLER & BUDGETARY SERVICES FISCAL YEAR 2027 BUDGET 71 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor and Benefits Total Labor and Benefits $ 1,064,487 $ 1,139,500 $ 1,206,400 $ 66,900 Administrative Expenses Mileage 121 100 200 100 Conferences and Seminars 735 - - - Memberships and Dues 896 1,400 1,400 - Books, Periodicals and Subscriptions - 200 200 - Printing 385 300 500 200.00 Accounting Fees 34,315 35,300 35,300 - Bank Fees 789,459 778,200 817,500 39,300 Outside Services 17,000 12,000 23,400 11,400 Total Administrative Expenses 842,912 827,500 878,500 51,000 Total Expenses $ 1,907,399 $ 1,967,000 $ 2,084,900 $ 117,900 FY 2026 OTAY WATER DISTRICT DIVISION 2331 - TREASURY & ACCOUNTING SERVICES FISCAL YEAR 2027 BUDGET 72 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 2,034,976 $ 2,270,500 $ 2,427,700 $ 157,200 Administrative Expenses Mileage - 100 100 - Travel - 3,300 3,300 - Conferences and Seminars 431 2,000 3,000 1,000 Business Meetings 257 100 100 - Postage and Delivery Charges 182,044 202,100 216,600 14,500 Outside Services 98,748 98,700 104,300 5,600 General Training - 500 500 - Bad Debt 4,182 70,000 70,000 - Total Administrative Expenses 285,662 376,800 397,900 21,100 Total Expenses 2,320,637 2,647,300 2,825,600 178,300 Less: Bad Debt (4,182) (70,000) (70,000) - Expenses, net of Bad Debt $ 2,316,456 $ 2,577,300 $ 2,755,600 $ 178,300 FY 2026 OTAY WATER DISTRICT DIVISION 2341 - CUSTOMER SERVICE FISCAL YEAR 2027 BUDGET 73 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 750,346 $ 1,183,400 $ 1,354,000 $ 170,600 Administrative Expenses Mileage - 300 300 - Travel - 1,500 3,300 1,800 Conferences and Seminars 85 1,300 2,300 1,000 Small Tools & Equipment 3,991 4,000 6,000 2,000 Outside Services 40,375 15,000 75,000 60,000 Certifications and Licenses 455 1,400 1,900 500 Total Administrative Expenses 44,906 23,500 88,800 65,300 Materials & Maintenance Expenses Meters and Materials 267,291 248,700 240,500 (8,200) Infrastructure Equipment & Materials 17,998 20,000 20,000 - Other Mtrls and Supplies (Inventory) 49,071 82,000 82,000 - Contracted Services 9,177 10,000 10,000 - Total Materials and Maintenance Expenses 343,537 360,700 352,500 (8,200) Total Expenses $ 1,138,789 $ 1,567,600 $ 1,795,300 $ 227,700 FY 2026 OTAY WATER DISTRICT DIVISION 2342 - METER SHOP FISCAL YEAR 2027 BUDGET 74 FY 2025 FY 2026 FY 2027 Actual Budget Budget $% Water Operations Chief (1)839,005$ 973,400$ 645,900$ (327,500)$ (33.6%) Water Systems(1)7,254,809 7,782,400 8,870,800 1,088,400 14.0% Utility Maintenance(1)6,359,360 7,823,700 9,225,300 1,401,600 17.9% Total Expenses 14,453,174 16,579,500 18,742,000 2,162,500 13.0% FY 2025 FY 2026 FY 2027 Actual Budget Budget $% Labor and Benefits(1)9,600,958 11,082,800 12,333,200 1,250,400 11.3% Travel and Conferences 50,014 70,800 101,200 30,400 42.9% Memberships and Dues 3,503 2,400 3,500 1,100 45.8% General Office Expense - 500 - (500) (100.0%) IT Hardware, Software & Communication 4,250 9,200 9,900 700 7.6% Misc Office & Field Equipment 48,865 68,300 86,900 18,600 27.2% Fees 215,797 245,900 247,700 1,800 0.7% Services 655,410 742,100 767,900 25,800 3.5% Training 29,269 52,700 95,600 42,900 81.4% Materials & Maintenance 2,752,549 3,539,800 3,865,100 325,300 9.2% Sewer Charges 1,092,559 765,000 1,231,000 466,000 60.9% Total Expenses 14,453,174$ 16,579,500$ 18,742,000$ 2,162,500$ 13.0% (1)Excludes CIP labor & benefits. Water Operations Budget to Budget Variance Budget to Budget Variance Department Object 75 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 781,801 $ 812,000 $ 637,400 $ (174,600) Administrative Expenses Mileage 492 800 - (800) Travel 7,730 21,800 - (21,800) Conferences and Seminars 9,548 11,300 1,200 (10,100) Business Meetings 561 900 1,300 400 Memberships and Dues 3,503 2,400 - (2,400) Books, Periodicals and Subscriptions - 500 - (500) Outside Services 6,100 71,000 6,000 (65,000) General Training 27,225 49,500 - (49,500) Certifications and Licenses 2,044 3,200 - (3,200) Total Administrative Expenses 57,203 161,400 8,500 (152,900) Total Expenses $ 839,005 $ 973,400 $ 645,900 $ (327,500) FY 2026 OTAY WATER DISTRICT DIVISION 3211 - WATER OPERATIONS CHIEF FISCAL YEAR 2027 BUDGET 76 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 218,867 $ 326,800 $ 369,600 $ 42,800 Administrative Expenses Rents and Leases 43,107 42,700 31,200 (11,500) Agency Fees 208,481 228,200 230,000 1,800 Total Administrative Expenses 251,588 270,900 261,200 (9,700) Total Expenses $ 470,455 $ 597,700 $ 630,800 $ 33,100 FY 2026 OTAY WATER DISTRICT DIVISION 3221 - WATER SYSTEM OPERATIONS FISCAL YEAR 2027 BUDGET 77 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 2,337,581 $ 2,525,100 $ 2,804,400 $ 279,300 Administrative Expenses Mileage - - 400 400 Travel - - 4,400 4,400 Conferences and Seminars - - 5,100 5,100 Small Tools & Equipment 2,126 3,000 3,000 - Outside Services 290,089 351,800 345,900 (5,900) Temporary Employment Services 17,153 16,300 21,000 4,700 General Training - - 4,200 4,200 Total Administrative Expenses 309,368 371,100 384,000 12,900 Materials and Maintenance Expenses Meters and Materials 12 - - - Infrastructure Equipment & Materials 165,719 236,200 171,600 (64,600) Chemicals 652,526 691,800 694,000 2,200 Other Mtrls and Supplies (Inventory) 6,709 500 500 - Contracted Services - 1,000 2,000 1,000 Total Materials and Maintenance Expenses 824,966 929,500 868,100 (61,400) Total Expenses $ 3,471,916 $ 3,825,700 $ 4,056,500 $ 230,800 FY 2026 FISCAL YEAR 2027 BUDGET DIVISION 3225 - WATER SYSTEM OTAY WATER DISTRICT 78 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 609,215 $ 776,000 $ 902,300 $ 126,300 Administrative Expenses Travel - - 3,400 3,400 Conferences and Seminars - - 1,300 1,300 Memberships and Dues - - 200 200 Small Tools & Equipment 968 3,000 8,200 5,200 Outside Services 9,722 12,600 12,600 - General Training - - 8,500 8,500 Certifications and Licenses - - 300 300 Total Administrative Expenses 10,691 15,600 34,500 18,900 Materials and Maintenance Expenses Infrastructure Equipment & Materials 33,356 28,900 38,100 9,200 Total Materials and Maintenance Expenses 33,356 28,900 38,100 9,200 Total Expenses $ 653,261 $ 820,500 $ 974,900 $ 154,400 FY 2026 OTAY WATER DISTRICT DIVISION 3227 - SCADA FISCAL YEAR 2027 BUDGET 79 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 296,935 $ 395,000 $ 336,600 $ (58,400) Total Expenses $ 296,935 $ 395,000 $ 336,600 $ (58,400) FY 2026 OTAY WATER DISTRICT DIVISION 3231 - UTILITY SERVICES FISCAL YEAR 2027 BUDGET 80 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 2,916,669 $ 3,389,400 $ 4,012,900 $ 623,500 Administrative Expenses Mileage - - 500 500 Travel - - 9,100 9,100 Conferences and Seminars - - 10,100 10,100 Memberships and Dues - - 1,800 1,800 Rents and Leases 300 6,500 33,000 26,500 Outside Services - - 60,000 60,000 General Training - - 44,300 44,300 Certifications and Licenses - - 1,300 1,300 Total Administrative Expenses 300 6,500 160,100 153,600 Materials and Maintenance Expenses Meters and Materials 11,782 14,100 - (14,100) Infrastructure Equipment & Materials 270,123 444,300 451,400 7,100 Other Mtrls and Supplies (Inventory) 377,609 312,600 362,100 49,500 Contracted Services 311,834 940,600 1,173,000 232,400 Total Materials and Maintenance Expenses 971,347 1,711,600 1,986,500 274,900 Total Expenses $ 3,888,316 $ 5,107,500 $ 6,159,500 $ 1,052,000 FY 2026 OTAY WATER DISTRICT DIVISION 3232 - UTILITY MAINTENANCE FISCAL YEAR 2027 BUDGET 81 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 683,455 $ 660,000 $ 816,000 $ 156,000 Administrative Expenses Mileage 31,683 36,000 38,200 2,200 Travel - - 9,400 9,400 Conferences and Seminars - - 2,400 2,400 Communication - 2,800 2,800 - Technology Hardware and Software 4,250 6,400 7,100 700 Hazardous Waste Disposal 7,316 17,700 17,700 - Outside Services 28,281 22,800 60,800 38,000 General Training - - 28,400 28,400 Certifications and Licenses - - 1,800 1,800 Total Administrative Expenses 71,530 85,700 168,600 82,900 Materials and Maintenance Expenses Fuel and Oil 188,187 222,800 282,500 59,700 Fleet Parts and Equipment 193,064 145,800 115,500 (30,300) Infrastructure Equipment & Materials 80,189 20,000 35,000 15,000 Total Materials and Maintenance Expenses 461,441 388,600 433,000 44,400 Total Expenses $ 1,216,425 $ 1,134,300 $ 1,417,600 $ 283,300 FY 2026 OTAY WATER DISTRICT DIVISION 3233 - FLEET MAINTENANCE FISCAL YEAR 2027 BUDGET 82 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 731,548 $ 928,900 $ 1,029,900 $ 101,000 Administrative Expenses Rents and Leases - 2,200 2,200 - Small Tools & Equipment 633 8,900 6,300 (2,600) Outside Services 114,240 119,400 104,500 (14,900) Total Administrative Expenses 114,873 130,500 131,700 1,200 Materials and Maintenance Expenses Infrastructure Equipment & Materials 111,154 127,000 149,500 22,500 Other Mtrls and Supplies (Inventory) 109 500 500 - Total Materials and Maintenance Expenses 111,262 127,500 150,000 22,500 Total Expenses $ 957,683 $ 1,186,900 $ 1,311,600 $ 124,700 FY 2026 OTAY WATER DISTRICT DIVISION 3236 - PUMP & ELECTRICAL FISCAL YEAR 2027 BUDGET 83 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Materials & Maintenance Expenses Sewer Charges Metro O&M Costs 750,000 535,000 1,195,000 $ 660,000 Spring Valley Sewer Charge 342,559 230,000 316,000 86,000 Total Materials and Maintenance Expenses 1,092,559 765,000 1,511,000 746,000 Total Expenses $ 1,092,559 $ 765,000 $ 1,511,000 $ 746,000 FY 2026 OTAY WATER DISTRICT DIVISION 3241 - COLLECTION/TREATMENT/RECYCLE OPERATIONS FISCAL YEAR 2027 BUDGET 84 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 397,833 $ 432,700 $ 454,200 $ 21,500 Administrative Expenses Outside Services 117,771 128,200 136,900 8,700 Total Administrative Expenses 117,771 128,200 138,300 10,100 Materials and Maintenance Expenses Laboratory Equipment and Supplies 63,543 65,100 77,400 12,300 Total Materials and Maintenance Expenses 63,543 65,100 77,400 12,300 Total Expenses $ 579,147 $ 626,000 $ 669,900 $ 43,900 FY 2026 OTAY WATER DISTRICT DIVISION 3243 - LABORATORY FISCAL YEAR 2027 BUDGET 85 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 627,053 $ 836,900 $ 969,900 $ 133,000 Administrative Expenses Conferences and Seminars - - 1,900 1,900 Rents and Leases 1,540 1,400 2,000 600 Small Tools & Equipment 191 600 1,000 400 Temporary Employment Services 72,055 20,000 20,200 200 Certifications and Licenses - - 700 700 Total Administrative Expenses 73,786 22,000 25,800 3,800 Materials and Maintenance Expenses Fuel and Oil 25,145 24,000 26,700 2,700 Infrastructure Equipment & Materials 73,157 73,600 83,100 9,500 Chemicals 129,220 109,100 127,300 18,200 Contracted Services 59,111 81,900 74,900 (7,000) Total Materials and Maintenance Expenses 286,632 288,600 312,000 23,400 Total Expenses $ 987,471 $ 1,147,500 $ 1,307,700 $ 160,200 FY 2026 OTAY WATER DISTRICT DIVISION 3244 - RECLAMATION PLANT FISCAL YEAR 2027 BUDGET 86 FY 2025 FY 2026 FY 2027 Actual Budget Budget $% Engineering Chief (1)667,505$ 775,900$ 804,500$ 28,600$ 3.7% Engineering Services (1), (2)1,516,565 2,164,600 1,683,800 (480,800) (22.2%) Field and Public Services (1), (3)2,712,362 3,256,400 3,583,900 327,500 10.1% Environmental Services (1)710,448 642,300 577,300 (65,000) (10.1%) Total Expenses 5,606,880 6,839,200 6,649,500 (189,700) (2.8%) FY 2025 FY 2026 FY 2027 Actual Budget Budget $% Labor and Benefits (1)4,027,449 4,934,000 4,821,900 (112,100) (2.3%) Travel and Conferences 14,079 22,000 43,700 21,700 98.6% Memberships and Dues 1,957 3,000 3,000 - 0.0% General Office Expense 863 600 700 100 16.7% Misc Office & Field Equipment 32,274 43,000 34,000 (9,000) (20.9%) Fees 163,554 125,000 157,500 32,500 26.0% Services 1,355,357 1,687,100 1,568,500 (118,600) (7.0%) Training 11,348 24,500 20,200 (4,300) (17.6%) Total Expenses 5,606,880$ 6,839,200$ 6,649,500$ (189,700)$ (2.8%) (1) Excludes CIP labor and benefits. (2) Engineering Services includes planning, design, and water resources services. (3)Public Services includes public, field, construction and survey services. Engineering Budget to Budget Variance Budget to Budget Variance Department Object 87 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 606,525 $ 681,300 $ 701,900 $ 20,600 Administrative Expenses Mileage 382 1,000 700 (300) Travel 7,402 12,000 17,000 5,000 Conferences and Seminars 4,872 8,000 25,000 17,000 Business Meetings 1,422 1,000 1,000 - Memberships and Dues 1,957 3,000 3,000 - Books, Periodicals and Subscriptions 863 600 700 100 Small Tools & Equipment 32,274 43,000 34,000 (9,000) Outside Services 459 1,500 1,000 (500) General Training 7,505 18,000 16,000 (2,000) Certifications and Licenses 3,844 6,500 4,200 (2,300) Total Administrative Expenses 60,980 94,600 102,600 8,000 Total Expenses $ 667,505 $ 775,900 $ 804,500 $ 28,600 FY 2026 OTAY WATER DISTRICT DIVISION 3311 - ENGINEERING CHIEF FISCAL YEAR 2027 BUDGET 88 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 895,158 $ 1,012,600 $ 636,800 $ (375,800) Administrative Expenses Outside Services 621,408 1,152,000 1,047,000 (105,000) Total Administrative Expenses 621,408 1,152,000 1,047,000 (105,000) Total Expenses $ 1,516,565 $ 2,164,600 $ 1,683,800 $ (480,800) FY 2026 OTAY WATER DISTRICT DIVISION 3321 - ENGINEERING SERVICES FISCAL YEAR 2027 BUDGET 89 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Total Labor and Benefits $ 725,611 $ 796,400 $ 835,000 $ 38,600 Total Expenses $ 725,611 $ 796,400 $ 835,000 $ 38,600 FY 2026 OTAY WATER DISTRICT DIVISION 3421 - PUBLIC SERVICES FISCAL YEAR 2027 BUDGET 90 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 1,639,365 $ 2,274,400 $ 2,536,900 $ 262,500 Administrative Expenses Agency Fees 42,148 37,000 41,500 4,500 Outside Services 305,239 148,600 170,500 21,900 Total Administrative Expenses 347,387 185,600 212,000 26,400 Other Mtrls and Supplies (Inventory) - - - - Total Materials & Maint Expenses - - - - Total Expenses $ 1,986,752 $ 2,460,000 $ 2,748,900 $ 288,900 FY 2026 OTAY WATER DISTRICT DIVISION 3431 - FIELD SERVICES FISCAL YEAR 2027 BUDGET 91 FY 2025 FY 2027 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 160,791 $ 169,300 $ 111,300 $ (58,000) Administrative Expenses Agency Fees 121,406 88,000 116,000 28,000 Outside Services 428,251 385,000 350,000 (35,000) Total Administrative Expenses 549,657 473,000 466,000 (7,000) Total Expenses $ 710,448 $ 642,300 $ 577,300 $ (65,000) FY 2026 OTAY WATER DISTRICT DIVISION 3451 - ENVIRONMENTAL SERVICES FISCAL YEAR 2027 BUDGET 92 Expansion CIP No.CIP Project Title FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 FY 2032 Total P2058 PL - 20-Inch, 1296 Zone, Proctor Valley Road from Melody Road to Highway 94 $ 16 $ 93 $ 155 $ 310 $ 248 $ 251 $ 1,073 P2107 PL - 16-Inch, 711 Zone, Rock Mountain Road - La Media/SR 125 5 5 500 212 111 - 833 P2195 PL - 24 - Inch, 640 Zone, Campo Road - Regulatory Site/Millar Ranch 12 31 62 62 47 16 229 P2196 PL - 24 - Inch, 640 Zone, Millar Ranch Road to 832-1 Pump Station 12 31 62 62 47 16 229 P2228 Res - 870-2 Reservoir 3.4 MG 620 310 - - - - 930 P2451 Otay Mesa Desalination Conveyance and Disinfection System 2 2 2 2 31 31 68 P2595 PL - 16-inch, 624 Zone, Village 3N - Heritage Road, Main St/Energy Way 6 300 30 - - - 336 P2596 PL – 16-inch, 624 Zone, Village 3N – Main St, Heritage Rd/Wolf Canyon 5 395 500 - - - 900 P2598 PL-16-Inch, 624 Zone, Village 8W – Main St, La Media/Village 4 5 220 55 - - - 280 P2599 PL-16-Inch, 624 Zone, Village 8W- Otay Valley Rd, School/Village 8E 5 145 350 - - - 500 P2600 PL - 16-inch 624 Zone, La Media Parkway Village 8 East 5 270 300 225 - - 800 P2602 PL - 16-inch, 624 Zone, Otay Valley Road, SR 125 Bridge - - - - 20 260 280 P2603 PL - 16-inch, 711 Zone, Hunte Parkway, SR 125 Bridge - - - - 20 320 340 P2642 Rancho Jamul Pump Station Replacement 6 87 186 217 217 17 730 P2723 870-2 Pump Station Additional Pump 34 136 - - - - 170 R2028 RecPL – 8-in, 680 Zone, Heritage Road to Main Street 5 300 500 95 - - 900 R2037 RecPL – 8-in, 680 Zone, Main Street/Otay Valley Road – Village 8W 5 500 115 - - - 620 R2038 RecPL – 8-in, 680 Zone, Village 3N – Main St, Heritage Rd/Wolf Canyon 5 300 165 - - - 470 R2043 PL-8-inch 680 Zone, Main Street, Magdalena Ave to East PL 5 200 95 - - - 300 R2047 RecPL – 12-in, 680 Zone, La Media Road - Birch/Main St 5 300 150 95 - - 550 R2133 PL-8-inch 680 Zone, La Media Parkway, Village 8 East 5 350 95 - - - 450 R2136 RecPL – 8-in, 680 Zone, Otay Valley Rd, SR 125 Bridge - - - - 20 120 140 R2137 RecPL - 8-in, 815 Zone, Hunte Parkway, SR 125 Bridge - - - - 20 150 170 S2071 San Diego Metro Wastewater Capital Improvements 25 51 34 34 34 34 212 Total Expansion $ 788 $ 4,025 $ 3,356 $ 1,314 $ 814 $ 1,215 $ 11,511 Potable $ 733 $ 2,024 $ 2,202 $ 1,090 $ 740 $ 911 $ 7,700 Recycled 30 1,950 1,120 190 40 270 3,600 Sewer 25 51 34 34 34 34 212 Total Expansion $ 788 $ 4,025 $ 3,356 $ 1,314 $ 814 $ 1,215 $ 11,512 Betterment CIP No.CIP Project Title FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 FY 2032 Total P2040 Res - 1655-1 Reservoir 0.5 MG 20$ 500$ 1,000$ 2,050$ 2,300$ 300$ 6,170$ P2228 Res - 870-2 Reservoir 3.4 MG 1,380 690 - - - - 2,070 P2451 Otay Mesa Desalination Conveyance and Disinfection System 3 4 4 3 69 69 152 P2460 I.D. 7 Trestle and Pipeline Demolition 5 5 30 314 250 9 613 P2521 Large Meter Vault Upgrade Program 40 25 40 40 25 25 195 P2563 Res - 870-1 Reservoir Improvements 1,750 1,750 770 - - - 4,270 P2578 711 PS Improvements 8 23 155 155 155 155 651 P2630 624-3 Reservoir Automation of Chemical Feed System 25 70 70 180 300 - 645 P2642 Rancho Jamul Pump Station Replacement 14 193 414 483 483 39 1,626 P2652 520 to 640 Pressure Zone Conversion 5 5 25 50 50 78 213 P2654 Heritage Road Interconnection Improvements 5 30 30 34 30 30 159 P2656 Regulatory Site Desilting Basin Improvements 5 5 5 5 110 13 143 P2658 832-2 Pump Station Modifications 5 25 25 25 50 100 230 P2664 Otay Mesa Dual Piping Modification Program 25 25 35 100 100 25 310 P2674 System Pressure Reducing Program 10 10 10 10 10 34 84 P2682 AMI Project 50 50 46 40 - - 186 P2683 Pump Station Safety, Monitoring, and Automation Improvements 100 100 100 50 40 40 430 P2684 Zero Emission Vehicles and Charging Infrastructure 300 100 300 50 50 50 850 P2687 Steele Canyon Rd Bridge 803 PZ 20-inch WL Renovation 170 140 120 - - - 430 P2698 RWCWRF Improve Fire Sprinkler Protection System (P)10 30 60 - - - 100 P2709 ADA Compliance for Administration and Operation Buildings 50 192 - - - - 242 P2710 Conversion of the 803-4 Reservoir Disinfection System to LAS 5 50 400 45 - - 500 P2715 Replacement and Update of District’s Utility Network Framework 82 - - - - - 82 P2716 520 Recirculation Pump Station Upgrades 5 - - - - - 5 P2717 Otay Mesa Pipeline Cathodic Protection Improvements - Phase 2 1 25 25 30 25 19 125 P2718 Utility Billing (UB) Software 113 375 124 - - - 612 P2725 Material Storage Facility Improvements 35 140 119 112 112 112 630 P2728 Information Security Enhancements 80 170 - - - - 250 R2117 RWCWRF Disinfection System Improvements 54 50 46 20 9 - 179 R2157 RWCWRF Backwash Supply Pumps Upgrade 3 - - - - - 3 R2164 450-1 RW Res Stormwater Improvements 50 420 182 20 - - 672 R2167 RecPL - 14-Inch, 927 Zone, Force Main Road Improvements and Erosion Repairs 5 5 40 250 250 - 550 R2168 RWCWRF Improve Fire Sprinkler Protection System 10 30 60 - - - 100 R2174 Salt Creek Easement Improvements 65 250 165 - - - 480 S2043 RWCWRF Sludge Handling System 3 1 1 10 50 50 115 S2069 Cottonwood Sewer Lift Station Replacement 25 50 625 625 500 250 2,075 S2071 San Diego Metro Wastewater Capital Improvements 48 99 66 66 66 66 411 S2081 RWCWRF Improve Fire Sprinkler Protection System (S)10 30 60 - - - 100 Total Betterment 4,619$ 5,992$ 5,577$ 5,292$ 5,534$ 1,564$ 28,578$ Note: Numbers may not total accurately due to rounding. Potable 4,346$ 5,057$ 4,332$ 4,301$ 4,659$ 1,198$ 23,893$ Recycled 187 755 493 290 259 - 1,984 Sewer 86 180 752 701 616 366 2,701 Total Betterment 4,619$ 5,992$ 5,577$ 5,292$ 5,534$ 1,564$ 28,578$ Six-Year CIP Projects by Source and Fund ($1,000s) 93 Replacement CIP No.CIP Project Title FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 FY 2032 Total P2058 PL - 20-Inch, 1296 Zone, Proctor Valley Road from Melody Road to Highway 94 34$ 207$ 344$ 690$ 552$ $ 558 2,385$ P2171 PL - 20-Inch, 1296 Zone, Proctor Valley Road from Pioneer Way to Melody Road 50 200 320 1,100 1,575 1,350 4,595 P2195 PL - 24 - Inch, 640 Zone, Campo Road - Regulatory Site/Millar Ranch 28 69 138 138 103 35 511 P2196 PL - 24 - Inch, 640 Zone, Millar Ranch Road to 832-1 Pump Station 28 69 138 138 104 34 511 P2282 Vehicle Capital Purchases 2,200 836 290 800 660 1,070 5,856 P2286 Field Equipment Capital Purchases 466 400 140 70 100 - 1,176 P2405 PL - 624/340 PRS, Paseo Ranchero and Otay Valley Road 50 155 50 30 - - 285 P2516 PL - 12-Inch, 640 Zone, Jamacha Road - Darby/Osage 5 45 100 300 500 500 1,450 P2553 Heritage Road Bridge Replacement and Utility Relocation 50 150 50 50 50 250 600 P2563 Res - 870-1 Reservoir Improvements 750 750 330 - - - 1,830 P2572 Enterprise Resource Planning (ERP) Replacement 150 130 150 68 - - 498 P2578 711 PS Improvements 17 52 345 345 345 345 1,449 P2584 Res - 657-1 and 657-2 Reservoir Demolitions 1 1 28 35 40 50 155 P2594 Large Meter Replacement 50 50 50 40 40 40 270 P2608 PL - 8-inch, 850 Zone, Coronado Avenue, Chestnut/Apple 25 500 500 500 500 10 2,035 P2609 PL - 8-inch, 1004 Zone, Eucalyptus Street, Coronado/Date/La Mesa 325 200 400 300 300 200 1,725 P2611 Quarry Road Bridge Replacement and Utility Relocation 5 5 5 100 40 50 205 P2615 PL - 12-Inch Pipeline Replacement, 803 PZ, Vista Grande 50 800 800 800 800 535 3,785 P2616 PL - 12-Inch Pipeline Replacement, 978 Zone, Pence Drive/Vista Sierra Drive 10 10 10 10 10 1,780 1,830 P2623 Central Area to Otay Mesa Interconnection Pipelines Combination Air/Vacuum Valve Replacements 1 100 100 100 50 30 381 P2631 1485-2 Reservoir Interior/Exterior Coating & Upgrades 30 60 10 - - - 100 P2638 Buildings and Grounds Refurbishments 25 50 50 50 58 - 233 P2639 Vista Diego Hydropneumatic Pump Station Replacement 300 300 300 300 275 50 1,525 P2646 North District Area Cathodic Protection Improvements 25 150 270 270 270 184 1,169 P2647 Central Area Cathodic Protection Improvements 25 150 510 540 550 204 1,979 P2649 HVAC Equipment Purchase 50 70 - - - - 120 P2655 PL La Presa Pipeline Improvements 25 200 500 500 125 100 1,450 P2657 1485-1 Reservoir Interior/Exterior Coating & Upgrades 590 460 - - - - 1,050 P2659 District Boardroom Improvements 35 35 33 - - - 103 P2662 Potable Water Meter Change Out 3,000 6,000 7,000 7,000 5,000 2,646 30,646 P2663 Potable Water Pressure Vessel Program 25 400 400 400 200 175 1,600 P2665 PL - 12-inch Pipeline Replacement, 870 Zone, Cactus Road 5 5 30 55 110 - 205 P2666 Low Head and High Head Pump Stations Demolition 5 5 5 100 100 100 315 P2670 Administration and Operations Roof Repairs and Replacement 18 20 50 50 150 150 438 P2672 District Roof Repairs and Replacement Program 10 40 200 175 - - 425 P2673 803-4 Reservoir Interior/Exterior Coating 10 720 1,820 310 45 - 2,905 P2675 458-1 and 458-2 Reservoirs Site Pavement Refurbishment 25 25 25 200 135 25 435 P2676 980-2 PS Replacements and Upgrades 350 500 500 500 393 - 2,243 P2680 PL - 12-inch Pipeline Replacement, 1530 Zone, Vista Diego Road 1 1 10 10 100 100 222 P2685 980/711 PRS Renovation - Proctor Valley Rd 20 400 270 150 5 - 845 P2686 870 PZ Seismic Vault Renovation 60 95 95 100 50 - 400 P2688 Standby Power Renovations - Potable Water 542 200 - 400 - 300 1,442 P2689 944-1-9 Pump Station Meter Vault Renovation 25 75 50 25 25 - 200 P2690 850-4 Reservoir Interior/Exterior Coating 10 50 1,570 775 10 - 2,415 P2691 City of San Diego - Otay 2nd Pipeline Phase 4 Interconnections Relocation 95 250 300 200 100 90 1,035 P2692 1485-2 PS Yard Piping Modifications 20 150 400 30 - - 600 P2693 PL – 12 & 16-inch, 1296 Zone, Jefferson Rd., Lyons Valley Rd to Jamul Dr. 20 250 480 1,350 1,050 791 3,941 P2694 Operations Replacement Communication Radios 10 60 85 - - - 155 P2696 1296-1 Reservoir Interior/Exterior Coating 1 1 48 330 580 750 1,710 P2697 Valve Replacement Program - Phase 2 500 500 500 500 750 1,800 4,550 P2699 Miscellaneous Replacements and Improve Fire Sprinkler Protection System in the Warehouse 20 95 300 130 2 - 547 P2700 Pump Station Equipment Replacement Program 337 375 150 150 150 150 1,312 P2706 PL-16-Inch Transmission Main Assessment & Repair, 980 Zone, Olympic Parkway 100 1,446 1,300 50 - - 2,896 P2708 1296-2 Reservoir Interior/Exterior Coating 1 1 98 220 1,600 650 2,570 P2709 ADA Compliance for Administration and Operation Buildings 50 192 - - - - 242 P2711 City of Tijuana Pipeline Connection Upgrades 5 11 35 40 260 300 651 P2712 PL-12-Inch Steel Pipeline Replacement, 850 Zone, Sweetwater Springs Blvd, Southeast of Jamacha Blvd. 10 50 100 300 300 300 1,060 P2713 PL-14-Inch ACP Pipeline Replacement, 640 Zone, SR125 Crossing and Orville 20 80 200 600 600 1,000 2,500 P2715 Replacement and Update of District’s Utility Network Framework 167 - - - - - 167 P2717 Otay Mesa Pipeline Cathodic Protection Improvements - Phase 2 - 25 25 30 25 20 125 P2718 Utility Billing (UB) Software 37 124 41 - - - 202 P2719 Misc. Safety Equipment 25 - - - - - 25 Six-Year CIP Projects by Source and Fund ($1,000s) 94 Replacement, Continued CIP No.CIP Project Title FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 FY 2032 Total P2720 Admin Equipment Replacement 14$ -$ -$ -$ -$ $ - 14$ P2721 Survey Equipment and Software 45 - - - - - 45 P2722 Potable Disinfection Equipment Replacement and Improvement Program 60 165 200 200 200 175 1,000 P2723 870-2 Pump Station Additional Pump 166 664 - - - - 830 P2724 PL - 8-inch, 640 Zone, Ramona Ave and Maria Ave Replacement 100 500 500 300 20 - 1,420 P2725 Material Storage Facility Improvements 15 60 51 48 48 48 270 P2726 RWCWRF HVAC Replacement and Upgrades (P)10 25 50 - - - 85 P2727 Office Furniture and Workstation Modernization 100 25 25 25 25 - 200 P2729 Utility Relocation 10 100 100 40 - - 250 R2117 RWCWRF Disinfection System Improvements 161 150 139 60 26 - 536 R2121 Res - 944-1 Reservoir Cover/Liner Replacement 20 100 100 100 500 4,153 4,973 R2146 Recycled Pipeline Cathodic Protection Improvements 20 100 80 80 80 36 396 R2148 Large Meter Replacement - Recycled 15 15 20 20 15 15 100 R2152 Recycled Water Meter Change-Out 50 150 175 160 150 250 935 R2153 Recycled Water Pressure Vessel Program 10 50 60 200 200 200 720 R2156 RecPL - 14-inch RWCWRF Effluent Force Main Improvements 5 150 150 150 435 150 1,040 R2157 RWCWRF Backwash Supply Pumps Upgrade 7 - - - - - 7 R2158 RWCWRF Stormwater Pond Improvements (R)5 25 60 60 25 - 175 R2159 RecPL - 16-Inch, 680 Zone, Olympic Parkway Recycled Pipeline Replacement 50 10 - - - - 60 R2160 Recycled Water Field Equipment Capital Purchases 1 200 225 25 224 - 675 R2161 450-1R Reservoir Interior/Exterior Coating & Upgrades 5 10 50 600 2,000 1,985 4,650 R2162 Vehicle Capital Purchases - Recycled - 36 40 80 - - 156 R2163 450-1 RW Res Disinfection Injection Vault Renovation 5 50 105 100 35 4 299 R2165 Recycled HVAC Equipment Purchase 10 10 75 - - - 95 R2169 Pump Station Equipment Replacement Program (R)60 75 100 100 100 65 500 R2172 RWCWRF Tertiary Trough Replacement 100 50 35 30 - - 215 R2173 RWCWRF Filter Media Replacement 5 55 100 100 - - 260 R2175 RWCWRF Valve Replacement Program 10 75 125 150 110 100 570 R2176 RWCWRF HVAC Replacement and Upgrades (R)10 25 50 - - - 85 R2177 Recycled Disinfection Equipment Replacement Program 45 5 5 25 30 - 110 S2012 San Diego County Sanitation District Outfall and RSD Outfall Replacement 50 450 500 500 500 500 2,500 S2049 Calavo Basin Sewer Rehabilitation - Phase 2 30 100 600 300 62 - 1,092 S2050 Rancho San Diego Basin Sewer Rehabilitation - Phase 2 42 80 100 300 525 70 1,117 S2054 Calavo Basin Sewer Rehabilitation - Phase 3 10 20 100 600 550 48 1,328 S2060 Steele Canyon Pump Station Replacement 10 40 300 500 500 550 1,900 S2066 Rancho San Diego Basin Sewer Rehabilitation - Phase 3 5 5 5 5 50 50 120 S2069 Cottonwood Sewer Lift Station Replacement 75 150 1,875 1,875 1,500 750 6,225 S2072 RWCWRF Rotary Screen Replacement 30 100 50 80 140 198 598 S2074 RWCWRF Stormwater Pond Improvements (S)5 35 35 40 40 20 175 S2076 RWCWRF Grit Chamber Improvements 5 50 75 100 19 - 249 S2077 RWCWRF Blowers Renovation 25 175 50 51 - - 301 S2078 Vehicle Capital Purchases - Sewer 750 - 160 - - - 910 S2079 Steele Canyon Rd Bridge 6-inch Sewer FM Renovation 160 160 22 - - - 342 S2082 Sewer Manhole Rehabilitation Program 15 50 100 100 100 100 465 S2083 Sewer Lift Station Equipment Replacement Program 65 45 45 50 50 50 305 S2085 RWCWRF HVAC Replacement and Upgrades (S)10 25 50 - - - 85 Total Replacement 13,455$ 22,715$ 28,735$ 28,608$ 27,046$ 26,239$ 146,798$ Note: Numbers may not total accurately due to rounding. Potable 11,444$ 19,889$ 22,974$ 22,067$ 19,080$ 16,945$ 112,399$ Recycled 594 1,341 1,694 2,040 3,930 6,958 16,557 Sewer 1,417 1,485 4,067 4,501 4,036 2,336 17,842 Total Replacement 13,455$ 22,715$ 28,735$ 28,608$ 27,046$ 26,239$ 146,798$ Summary by Source FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 FY 2032 Total Expansion 788$ 4,025$ 3,356$ 1,314$ 814$ 1,215$ 11,512$ Betterment 4,619 5,992 5,577 5,292 5,534 1,564 28,578 Replacement 13,455 22,715 28,735 28,608 27,046 26,239 146,798 Total CIP by Funding Source 18,862$ 32,732$ 37,668$ 35,214$ 33,394$ 29,018$ 186,888$ Summary by Fund FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 FY 2032 Total Potable 16,523$ 26,970$ 29,508$ 27,458$ 24,479$ 19,054$ 143,992$ Recycled 811 4,046 3,307 2,520 4,229 7,228 22,141 Sewer 1,528 1,716 4,853 5,236 4,686 2,736 20,755 Total CIP by Fund 18,862$ 32,732$ 37,668$ 35,214$ 33,394$ 29,018$ 186,888$ Funding Source Fund Six-Year CIP Projects by Source and Fund ($1,000s) 95 Quantity Potable Recycled Sewer Total Vehicles 1 Vacuum truck*1,000,000$ -$ 750,000$ 1,750,000$ 1 Utility crew truck 375,000 - - 375,000 1 Class 7 truck with modular body 175,000 - - 175,000 1 Class 5 truck with contract body 100,000 - - 100,000 1 Class 3 pickup truck 70,000 - - 70,000 2 Class 2 pickup trucks***110,000 - - 110,000 1 15-Seater Passenger Van 75,000 - - 75,000 2 Hybrid pickup trucks**111,000 - - 111,000 1 Compact pickup truck - carryforward from FY 2026 34,000 - - 34,000 2 Electric vans - carryforward from FY 2026 150,000 - - 150,000 2,200,000 - 750,000 2,950,000 Field Equipment 1 Backhoe 170,000 - - 170,000 1 Tow Behind Vacuum Excavator 150,000 - - 150,000 2 Air Compressor/Generator/Hydraulic Pump units 100,000 - - 100,000 1 Tow behind air compressor 30,000 - - 30,000 1 Shoring Equipment 16,000 - - 16,000 466,000 - - 466,000 Standby power system 4 Generators for lift/pump stations and electrical upgrades 542,000 - 130,000 672,000 542,000 - 130,000 672,000 Miscellaneous capital purchases 1 Field Survey GPS Receiver and Controller 45,000 - - 45,000 1 Safety Equipment - carryforward from FY 2026 25,000 - - 25,000 1 Large format GIS printer 14,000 - - 14,000 Var Radios and communication equipment 10,000 - - 10,000 94,000 - - 94,000 3,302,000$ -$ 880,000$ 4,182,000$ Summary by Project Total P2282 Vehicle Capital Purchases (Potable)2,200,000$ S2078 Vehicles Capital Purchases (Sewer)750,000 P2688 Standby Power Renovations (Potable)542,000 P2286 Field Equipment Capital Purchases (Potable)466,000 S2080 Standby Power Renovations (Sewer)130,000 P2721 Survey Equipment and Software 45,000 P2719 Miscellaneous Safety Equipment 25,000 P2720 Admin Equipment Replacement 14,000 P2694 Operations Replacement Communication Radios 10,000 Total 4,182,000$ * The sewer vactor truck was carried-forward from FY 2026. **One of the class 2 pickup trucks was carried-forward from FY 2026. ***One of the hybrid pickup trucks was carried-forward from FY 2026. FY 2027 Capital Purchases Description Capital purchases are non-recurring expenditure items for District-wide use that cost more than $10,000 each and have an estimated useful life of two years or more. The capital purchase projects include vehicles, office equipment and furniture, field equipment and air pollution control district engine replacements, and retrofits. 96 This page intentionally left blank 97 P2040Res - 1655-1 Reservoir 0.5 MG Beth Gentry 8/19/1992 P2642, P2681 5 2 $7,300,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution Storage This project is for the construction of a 0.5-million-gallon Reservoir and approximately 1,500 feet of 12-inch pipeline to connect to the existing system at Presilla Drive. These improvements are located within the Rancho Jamul Estates area. JUSTIFICATION OF PROJECT: The project will increase both system reliability and service capabilities and provide improved fire protection for the Rancho Jamul Estates area within the 1655 Pressure Zone. The existing system is currently served by a Hydropneumatic Pump Station. The Board agreed they would build the Reservoir as part of an exchange for land in the early 2000's. COMMENTS: FY 2017 - In early 2000, the project was designed to 90%, and due to the economy, the project was put on hold. The overall budget was increased to account for the spending done prior to FY 2015. The project budget increased $1.2M after receiving a preliminary cost estimate from a concrete tank manufacturer and updating cost estimates from the estimate done in 2000. The concrete tank will have to be a Type I due to location and steep grades. Also, added updated costs for Reservoir security items. FY 2020 - Budget was increased $1.1M, based on current bidding costs. This is a pre-planning budget. FY 2021 - Revised budget with new estimate on tank, pipeline, and road construction. FY 2024 - Project budget adjusted from $5.75M to $7.3M to account for adjusted Brady 30% cost estimate. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $20 $500 $1,000 $2,050 $2,300 $300 $7,300 PRIOR YEARS: TOTAL $1,130 OTAY WATER DISTRICT CAPITAL IMPROVEMENT PROGRAM 98 P2040 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2015 6/30/2027 4/1/2021 6/30/2028 $750 $600 PROJECT PHASE: 7/1/2028 6/30/2032 $5,950 PROJECT LOCATION:OWD Map Book:310 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/1/2026Jolene Fielding 99 P2058PL - 20-Inch, 1296 Zone, Proctor Valley Road from Melody Road to Highway 94 Lito Santos 6/2/2021 P2171 5 2 $3,800,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission The first phase of this project is for the replacement of approximately 1,600 feet of existing 12-inch potable water pipeline within the 1296 Pressure Zone in Proctor Valley Road. This pipeline was identified in the 2015 Water Facilities Master Plan Update to be replaced with a 20-inch pipeline (CIPs P2058 and P2171). The first phase will replace the existing 12-inch pipeline starting at the end of an existing 12-inch PVC pipeline approximately 1,090 feet north of the Proctor Valley Road and Melody Road intersection with a 20-inch pipeline approximately 1,600 feet in length to the Proctor Valley Road and Schlee Canyon Road intersection. Approximately eighteen (18) water services will be replaced with the first phase. Future phases will replace the balance of the existing pipeline north to Highway 94 and south to Melody Road. JUSTIFICATION OF PROJECT: This potable water pipeline was installed in 1962 and is nearing the end of its useful life. This section of pipe has been repaired three (3) times. In 2015, a water service connection break was repaired. Additional repairs were made in 2020 to fix a water service connection leak and, later in the same year, a pipeline leak. Other segments of this 1962-era pipe have also been repaired and are scheduled to be replaced with this project (see CIP P2171). COMMENTS: FY 2022 - The estimated annual cost for these two (2) pipelines (P2058 & P2171) is $50K/year ($1.25M+$2.5M/75 years). The actual annual cost for repairs and insurance claims for the last eleven (11) years has averaged $28K/year and has been as high as $162K per event. FY 2024 - Budget increased from $1.25M to $2.75M to reflect pipe size increase, steel pipe construction, and current material pricing. FY 2026 - Budget increased from $2.75M to $3.50M to reflect projected cost to construct the project. FY 2027 - Budget increased from $3.50M to $3.80 to reflect additional efforts to acquire easements, design, and construction escalation. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 31%0%0%0%31% Replacement 0%0%69%0%69% TOTAL:31%0%69%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $50 $300 $500 $1,000 $800 $810 $3,800 PRIOR YEARS: TOTAL $340 100 P2058 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2023 7/1/2023 2/28/2027 $25 $475 PROJECT PHASE: 9/30/2027 6/30/2032 $3,300 PROJECT LOCATION:OWD Map Book:204, 308 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 101 P2107PL - 16-Inch, 711 Zone, Rock Mountain Road - La Media/SR 125 Kevin Cameron 6/3/2026 P2104,R2043 1 3 $833,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution Construction of approximately 2,200 feet of 16-inch pipeline within the 711 Pressure Zone in Main Street between Magdalena Avenue and State Route 125. This project will be constructed by the developer and is subject to reimbursement at actual cost per Board policy. JUSTIFICATION OF PROJECT: This project will provide transmission capacity for the development of Otay Ranch and other areas within the 711 and higher- pressure zones. The project requires a 12-inch diameter pipeline, but regionally the larger 16-inch diameter pipeline is required per the 2015 Water Facilities Master Plan. The District is only responsible for the upsize, which is what is reflected in this CIP. COMMENTS: FY 2027 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $5 $500 $212 $111 $0 $833 PRIOR YEARS: TOTAL $0 102 P2107 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2028 $0 $10 PROJECT PHASE: 7/1/2028 6/30/2031 $823 PROJECT LOCATION:OWD Map Book:84 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/24/2026Beth Gentry 103 P2171PL - 20-Inch, 1296 Zone, Proctor Valley Road from Pioneer Way to Melody Road Lito Santos 6/2/2021 P2058 5 2 $4,795,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the replacement of approximately 2,100 feet of an existing 12-inch potable water pipeline within the 1296 Pressure Zone in Proctor Valley Road from Pioneer Way to Melody Road in Jamul. This pipeline was identified in the 2015 Water Facilities Master Plan Update to be replaced with a 20-inch pipeline (CIP P2058). JUSTIFICATION OF PROJECT: This potable water pipeline was installed in 1962 and is nearing the end of its useful life. This section of pipe has been repaired three (3) times. In 2010, a water service connection break was repaired. Additional repairs were made in 2013 to fix a pipeline leak, and in 2018 a pipeline break was repaired. Other segments of this 1962-era pipe have also been repaired and are scheduled to be replaced with this project (see CIP P2058). COMMENTS: FY 2022 - The estimated annual cost for these two (2) pipelines (B-1 & B-2) is $50K/year ($1.25M+$2.5M/75 years). The actual annual cost for repairs and insurance claims for the last eleven (11) years has averaged $28K/year and has been as high as $162K per event. FY 2024 - Budget increased from $2.5M to $3.6M to reflect pipe size increases, steel pipe construction, and current material pricing. FY 2026 - Budget increased from $3.6M to $4.595M to reflect current engineer's estimate to construct pipeline with additional information from 60% design level plans. FY 2027 - Budget increased from $4.595M to $4.795M to reflect design and construction escalation. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $50 $200 $320 $1,100 $1,575 $1,350 $4,795 PRIOR YEARS: TOTAL $200 104 P2171 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2023 7/1/2023 12/31/2026 $40 $300 PROJECT PHASE: 1/1/2027 6/30/2032 $4,455 PROJECT LOCATION:OWD Map Book:204 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 105 P2195PL - 24 - Inch, 640 Zone, Campo Road - Regulatory Site/Millar Ranch David Blalock 6/2/2021 P2196, P2652, & P2658 5 3 $9,500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project will replace approximately 4,100 LF of existing 18-inch pipeline. The pipeline was identified in the 2015 Water Facilities Master Plan Update to be replaced with a 24-inch pipeline. JUSTIFICATION OF PROJECT: The potable water pipeline was installed in 1961 and is nearing the end of its useful life and provides the only supply of potable water to the Regulatory System in Jamul. Crossing the Sweetwater River results in a higher construction cost than the standard normal installation pricing formula. COMMENTS: FY 2022 - The early planning phase will look at alternative alignments across the Sweetwater River and the environmental studies needed to support the project. The initial condition assessment work on the existing pipelines will determine the timing, scope, and necessity of the CIP. FY 2024 - Budget increased from $6.1M to $9.5M to reflect steel pipe construction, river crossing, and current material pricing. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 31%0%0%0%31% Replacement 0%0%69%0%69% TOTAL:31%0%69%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $40 $100 $200 $200 $150 $50 $833 PRIOR YEARS: TOTAL $93 106 P2195 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2027 7/1/2027 6/30/2028 $133 $100 PROJECT PHASE: 7/1/2028 6/30/2035 $9,267 PROJECT LOCATION:OWD Map Book:331 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 107 P2196PL - 24 - Inch, 640 Zone, Millar Ranch Road to 832-1 Pump Station David Blalock 6/2/2021 P2195, P2652, & P2658 5 3 $5,100,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project will replace approximately 2,500 LF of existing 18-inch pipeline. The pipeline was identified in the 2015 Water Facilities Master Plan Update to be replaced with a 24-inch pipeline. JUSTIFICATION OF PROJECT: The potable water pipeline was installed in 1961 and is nearing the end of its useful life and provides the only supply of potable water to the Regulatory System in Jamul. COMMENTS: FY 2022 - The early planning phase will look at alternative alignments across the Sweetwater River and the environmental studies needed to support the project. The initial condition assessment work on the existing pipeline will determine the timing, scope, and necessity of the CIP. FY 2024 - Budget increased from $3.72M to $5.1M to reflect steel pipe construction and current materials pricing. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 31%0%0%0%31% Replacement 0%0%69%0%69% TOTAL:31%0%69%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $40 $100 $200 $200 $150 $50 $831 PRIOR YEARS: TOTAL $91 108 P2196 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2027 7/1/2027 6/30/2028 $131 $500 PROJECT PHASE: 7/1/2028 6/30/2033 $4,469 PROJECT LOCATION:OWD Map Book:331 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 109 P2228Res - 870-2 Reservoir 3.4 MG Kevin Cameron 6/7/2023 P2563, P2714 2 1 $17,600,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is for the construction of a 3.4-million-gallon (MG) Type 1 concrete reservoir. JUSTIFICATION OF PROJECT: The 3.4 MG volume was calculated from typical pressure zone storage requirements routinely estimated as part of the District's Water Facilities Master Plan (WFMP) revisions. The 3.4 MG volume accounts for the District's WFMP Update consultant (Hazen Sawyer) ultimate (year 2055) 870 Pressure Zone demand projections and conservation predictions. The 3.4 MG volume also accounts for actual 870 Pressure Zone peaking factors calculated by District Engineering staff utilizing historic data logs from a flow meter that monitors 870 Pressure Zone demand. The previous (2015) WFMP Update included an 870-2 Reservoir sized at 7 or 10 MG and designated as CIP P2228; however, the reservoir size has been optimized at 3.4 MG through the ongoing WFMP Update. The in-progress WFMP Update will reflect 3.4 MG. A second reservoir within the 870 Pressure Zone is also needed for redundancy. Maintenance work at the existing 870-1 Reservoir has previously been deferred because it is not currently feasible to isolate the existing 870-1 Reservoir considering that the 870 Pressure Zone serving Otay Mesa has evolved into a large and complex zone with highly variable demands. The 870 Pressure Zone is currently fed by a single reservoir (870-1 Reservoir) with no redundancy. Construction of the 870-2 Reservoir will enable the replacement of the 870-1 Reservoir floating cover and liner (CIP P2563). COMMENTS: FY 2025 - Budget increased from $11M to $15.1M, accounting for: • change concrete tank specialty contractor budget estimate (+$1.3M) • repair subgrade and repave all existing access roads in the existing yard (+$330K) • add yard lighting and convenience outlets (+$60K) • add existing yard gate automation (+$20K) • add remote control function to altitude valve (+$15K) • existing building improvements (demo of existing abandoned equipment, replace existing (panel) (+$35K) • other refinements to the consultant's previous construction cost estimate (+$1.5M) • consultant 15% contingency added to construction items listed above (+$490K) • increase steel pipe unit cost due to pipe manufacturer going out of business (+$300K) • consultant design fee changes (+$50K) - On 9/4/2024, the Board approved a budget increase of $2,388,000 to $17,488,325. FY 2027 - Budget increased $100K from $17.5M to $17.6M • Environmental monitoring higher than originally anticipated (+$225K) • Steel pipe inspection higher than originally anticipated (+$60K) • Change order #1 (-$187K) FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 31%0%0%0%31% Betterment ID 22 0%69%0%0%69% TOTAL:31%69%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $2,000 $1,000 $0 $0 $0 $0 $17,600 PRIOR YEARS: TOTAL $14,600 110 P2228 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2024 7/1/2024 10/1/2024 $240 $690 PROJECT PHASE: 10/1/2024 6/30/2028 $16,670 PROJECT LOCATION:OWD Map Book:055 2027 2028 2029 2030 2031 2032 Total $1 $1 $1 $1 $0 $0 $4 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 111 P2282Vehicle Capital Purchases Daniel Stanley 6/3/1996 R2162, S2078 0 1 $13,831,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project is for the capital purchase of various vehicles for daily Otay Water District functions. JUSTIFICATION OF PROJECT: Replacements or newly acquired vehicles will be used for operational and administrative functions throughout the entire Otay Water District. COMMENTS: FY 2019 - Overall budget increased from $5,491K to $5,928K to reflect extension of CIP another year and FY 2019 budget from $240K to $520K. FY 2022 - Two (2) new CIPs were created for Recycled Water and Sewer. The dollar amounts in the CIP for Potable Water vehicle capital purchases were adjusted lower to match the dollar amounts added to the Recycled Water and Sewer vehicle capital purchase CIPs. FY 2024 - Production delays for vehicles ordered in FY 2022 ($309.4K) and FY 2023 ($602K) will be delivered to the District in FY 2024 and are included in the total FY 2024 budget of $1,814K. FY 2025 - Board approved $200K increase from $12.M to $12.2M. FY 2026 - Overall budget increased from $12.2M to $12.5M to reflect increases in vehicle costs and extension of CIP another year. FY 2027 - Total Budget increased from $12.5M to $13.831M due to an additional fiscal year of purchases and some vehicles being pushed from FY 2026 into FY 2027. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $2,200 $836 $290 $800 $660 $1,070 $13,831 PRIOR YEARS: TOTAL $7,975 112 P2282 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 12/1/2000 6/30/2032 $13,831 $0 PROJECT PHASE: $0 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 113 P2286Field Equipment Capital Purchases Daniel Stanley 6/3/1996 R2160, S2075 0 1 $3,907,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project is for capital purchases of various pieces of field equipment used for daily Otay Water District functions. JUSTIFICATION OF PROJECT: Replacements or new acquisitions of field equipment will be used for operational functions throughout the entire Otay Water District. COMMENTS: FY 2019 - Budget increased from $1.746M to $2.25M to reflect equipment purchase increases in FY 2019 and FY 2020. FY 2026 - Overall budget increased from $3.572M to $3.712M to reflect extension of CIP another year. FY 2027 - Total budget increase from $3.712M to $3.907M to reflect additional equipment needs. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $466 $400 $140 $70 $100 $0 $3,907 PRIOR YEARS: TOTAL $2,731 114 P2286 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/1996 6/30/2031 $3,907 $0 PROJECT PHASE: $0 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/30/2026Jolene Fielding 115 P2405PL - 624/340 PRS, Paseo Ranchero and Otay Valley Road Lito Santos 5/23/2016 P2553 2 1 $1,035,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution This project is for the construction of a Pressure Reducing Station (PRS) between the 624/340 Pressure Zone near the intersection of Otay Valley Road/Main Street and Heritage Road. JUSTIFICATION OF PROJECT: This will provide a redundant service connection to the 340 Pressure Zone. The current pipeline is an environmentally sensitive area and not in the street. CIP P2553 will install a new pipe and allow redundant delivery through the proposed Heritage Road Bridge replacement. COMMENTS: FY 2020 - Approximately 1,200 linear feet (LF) of 12-inch PVC pipe (at $62/Inch/LF) and $600K for the PRS with SCADA communication is the basis for the $1.5M budget. FY 2024 - Budget decreased from $1.5M to $1.0M to reflect piping being installed under CIP P2553. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $50 $155 $50 $30 $0 $0 $1,035 PRIOR YEARS: TOTAL $750 116 P2405 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2016 6/30/2017 7/1/2017 12/31/2024 $5 $200 PROJECT PHASE: 1/2/2025 6/30/2030 $830 PROJECT LOCATION:OWD Map Book:51 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/30/2026Jolene Fielding 117 P2451Otay Mesa Desalination Conveyance and Disinfection System Beth Gentry 5/23/2006 P2083 2 3 $35,700,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Supply (Commodity/Demand) The Otay Water District (District) could potentially receive a potable water supply source from the planned Rosarito Desalination Facility via a conveyance system, pumping facilities, and disinfection system. JUSTIFICATION OF PROJECT: The concept could provide for an independent water source to the District. COMMENTS: FY 2007 - Original Budget amount approved 5/23/2006 for $1M. FY 2009 - Budget increase approved 6/25/2008 to $5M. FY 2010 - Budget increase approved 5/21/2009 to $30M. FY 2020 - After discussions with DDW in May 2013, UV disinfection was estimated to cost $3.7M. Updating this estimate to January 2019, the cost of UV is estimated to cost $4.3M. A Pump Station is not expected to be required since the HGL needed to pump from Rosarito to the border will exceed the elevation of District facilities. The conveyance pipeline is estimated to be 21,100 linear feet (LF). A 24-inch pipeline could convey 12 MGD and at $62/Inch/LF will cost $31.4M. Updating these estimates to January 2019, the cost was increased to $35.7M ($4.3M for UV and $31.4M for Conveyance Pipeline). FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%69%0%0%69% Expansion 31%0%0%0%31% TOTAL:31%69%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $5 $5 $5 $100 $100 $4,054 PRIOR YEARS: TOTAL $3,834 118 P2451 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2006 6/30/2028 7/1/2028 6/30/2032 $3,844 $4,256 PROJECT PHASE: 7/1/2032 6/30/2036 $27,600 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 119 P2460I.D. 7 Trestle and Pipeline Demolition David Blalock 5/23/2016 1 2 $901,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the steel trestle demolition and removal of a pipeline. The 1960s steel trestle 24-inch pipeline crossing of the Otay River was replaced by the Central Area and Otay Mesa Interconnection Pipeline in 2001. The trestle also carries a high- pressure gas line that supplies the 870-1 Pump Station that prevented the trestle from being demolished previously. SDG&E abandoned this gas line in 2017 and replaced it with a feed from the south. JUSTIFICATION OF PROJECT: The existing pipeline is no longer in service and should be removed to address liability concerns. The pipeline runs over a canyon, and there are concerns that unauthorized individuals could gain access. The pipeline is in an environmentally sensitive area and becoming increasingly difficult to access. The Central Area - Otay Mesa Interconnection Pipeline supplies water to the Otay Mesa System. COMMENTS: FY 2019 - Demolition of the trestle has been delayed until the completion of the 870-2 Pump Station Replacement project to avoid area access conflicts. This also provides time for an environmental study ($100K) to be prepared for the project starting Spring 2020 and assess potential site access concerns. FY 2021 - Assumptions of road improvements to the site and environmental monitoring have been made for budget purposes. Due to limited access during breeding seasons, construction duration is expected to be two (2) years. FY 2023 - Additional environmental surveys and permitting with the City of Chula Vista will delay the construction until FY 2024. FY 2024 - Budget increased from $750K to $901K to account for additional environmental work performed and anticipated during demolition work including hazardous materials handling. Also, early 2023 storms have degraded the access roads to the site greatly requiring additional funds to address this issue. Demolition will be in FY 2025 for adequate time to obtain City of Chula Vista agreements for Right-of-Entry and Grading. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $5 $30 $314 $250 $9 $901 PRIOR YEARS: TOTAL $288 120 P2460 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2016 6/30/2028 7/31/2028 6/30/2029 $298 $30 PROJECT PHASE: 7/1/2029 6/30/2032 $573 PROJECT LOCATION:OWD Map Book:71 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 121 P2516PL - 12-Inch, 640 Zone, Jamacha Road - Darby/Osage Lito Santos 5/23/2016 3 3 $1,500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution This project is for the construction of approximately 1,250 feet of 12-inch ACP pipeline in Jamacha Road and Osage Drive in the 640 Pressure Zone. The typical lifespan is on the order of eighty-five (85) years. For prioritization of this project, a condition assessment is recommended. JUSTIFICATION OF PROJECT: The existing 1958-era pipelines are located in easements in the side yards of homes, which is undesirable for maintenance and disruption to neighbors. This project will relocate the pipeline from yards to the right-of-way. COMMENTS: FY 2020 - Project budget increased from $900K to $1M to reflect current $62/inch/ft CIP level unit pricing. FY 2025 - Project budget increased from $1M to $1.2M to reflect current $80/inch/ft CIP level unit pricing. FY 2026 - Project budget increased from $1.2M to $1.5M to reflect current $92/inch/ft CIP level unit pricing. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $45 $100 $300 $500 $500 $1,450 PRIOR YEARS: TOTAL $0 122 P2516 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2025 6/30/2027 7/1/2027 6/30/2028 $5 $45 PROJECT PHASE: 7/1/2028 6/30/2033 $1,400 PROJECT LOCATION:OWD Map Book:301 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 123 P2521Large Meter Vault Upgrade Program Andrea Carey 5/16/2011 0 1 $750,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Meters and Services This project is for the retrofit and upgrade of approximately fifty (50) large meter vaults to either above-ground conditions or eliminate the confined space depth. JUSTIFICATION OF PROJECT: The existing large meters are installed in below-grade vaults, which creates increased costs and requires extra precautions for safety due to confined space requirements. Some of the existing below-grade systems are subject to flooding and create corrosive environments. COMMENTS: FY 2021 - Project has been replacing and upgrading meter vaults since FY 2017, with completion expected in FY 2025. FY 2024 - Project budget increased from $620K to $710K as the cost of meters has increased in the last three (3) years. FY 2025 - Vaults continue to age and require upgrades and replacement so money should be programmed in the budget each year. FY 2026 - Overall budget increased from $710K to $750K to reflect extension of CIP for another year. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $40 $25 $40 $40 $25 $25 $750 PRIOR YEARS: TOTAL $555 124 P2521 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 8/1/2011 6/30/2030 7/1/2014 6/30/2030 $220 $60 PROJECT PHASE: 8/1/2016 6/30/2032 $470 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 125 P2553Heritage Road Bridge Replacement and Utility Relocation Lito Santos 6/3/2015 P2405 2 2 $5,050,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution The existing 16-inch potable water pipeline to North Island Credit Union Amphitheatre (formerly known as Sleep Train Amphitheatre) and Sesame Place (formerly known as Aquatica San Diego), a SeaWorld Parks and Entertainment water park, was built under the Otay River. The City of Chula Vista (City) is planning to replace the Heritage Road Bridge (Project No. STM-364). The Otay Water District (District) has requested the City to reserve room in the bridge for a 16-inch steel pipeline for potable water use and an 8-inch pipeline for future recycled water use. In addition to the bridge crossing, approximately 1,600 linear feet of 16-inch potable water pipeline is required. An existing 16-inch ACP pipeline in Otay River will be abandoned or converted to recycled water use. JUSTIFICATION OF PROJECT: A new bridge crossing of the Otay River at Heritage Road provides an opportunity for the District to relocate a pipeline out of the river into a more secure location and also provides an economical way to build a recycled water pipeline to these commercial customers. The current pipeline is in an environmentally sensitive area. The timing of the project will coincide with the City of Chula Vista's construction. COMMENTS: FY 2016 - Budget increased from $1.2M to $1.43M to reflect latest projected costs and scope of work. FY 2020 - Budget increased for 3,000 linear feet (LF) of 16-inch PVC pipe and 700 LF of 8-inch PVC (recycled) (at $62/inch/LF) is the basis for the $3.5M budget. FY 2021 - Budget increased to $5.05M to reflect cost increases for similar bridge pipeline projects. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $50 $150 $50 $50 $50 $250 $3,600 PRIOR YEARS: TOTAL $3,000 126 P2553 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2014 12/30/2016 1/2/2017 6/30/2025 $80 $420 PROJECT PHASE: 7/1/2025 6/30/2033 $4,550 PROJECT LOCATION:OWD Map Book:50 & 51 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 127 P2563Res - 870-1 Reservoir Improvements Kevin Cameron 6/3/2015 P2228, P2083, P2666 2 2 $6,700,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is for the replacement of the existing membrane floating cover and liner with a new membrane system. The project also includes lowering the existing Reservoir's 30-inch inlet pipe. JUSTIFICATION OF PROJECT: The existing 1988-era membrane floating cover and liner have reached the end of their useful lives and require replacement to meet regulatory requirements. The existing Reservoir's inlet pipe has hydraulic challenges since the Reservoir is normally operated below an existing high point in the existing inlet pipe. Lowering the existing Reservoir pipe will enable the existing 870-1 and future 870-2 Reservoirs to fill evenly. Lowering the existing Reservoir inlet pipe will also improve operational flexibility to isolate the Reservoir outlet piping. COMMENTS: FY 2022 - Project budget adjusted from $2.70M to $3.50M. This includes $100K increase for planning of temporary and/or permanent 870 Pressure Zone improvement alternatives to support this CIP. FY 2023 - Project budget adjusted from $3.5M to $5.7M. This includes changes associated with small reservoir (from temporary bolted steel to permanent Type 1 concrete, changing back from 0.5MG to 0.3MG), yard piping improvements such as separate inlet and outlet piping, and plumbing overflow drain piping to existing 870-1 Reservoir drain headwall. FY 2024 - Project budget adjusted from $5.7M to $3.5M since a new CIP was created for the 870-2 sized at 3.4MG. The 0.3 MG Type I concrete tank and 870-2 PS retrofit with VFD driven pump was also removed from this CIP. FY 2025 - Budget increased from $3.5M to $4.45M accounting for - 1) repair sub grade and add repaving existing reservoir perimeter road (+$150K), 2) add yard lighting and convenience outlets (+$60K), 3) add remote control function to altitude valve (+$15K), 4) existing perimeter road gate automation (+$20K), 5) other refinements to previous construction cost estimate (+$265K), 6) consultant 15% contingency added to construction items listed above (+$80K), 7) increase steel pipe unit cost due to pipe manufacturer going out of business (+$40K), 8) consultant design fee changes (+$70K), 9) 2/14/2024 updated budget estimate from floating cover contractor, Layfield (+$250K). - On 9/4/24 the board approved a budget increase of $2,052,000 from $4,445,000 to $6,496,770. FY 2027 - Budget increased $200K from $6.50M to $6.70M • Environmental monitoring higher than originally anticipated (+$80K) • Steel pipe inspection higher than originally anticipated (+$70K) • Addition of floating cover expert not originally budgeted (Hilts Consulting) (+$50K) FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%30%0%30% Betterment ID 22 0%70%0%0%70% TOTAL:0%70%30%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $2,500 $2,500 $1,100 $0 $0 $0 $6,700 PRIOR YEARS: TOTAL $600 128 P2563 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2015 6/30/2022 7/1/2022 10/1/2024 $75 $210 PROJECT PHASE: 10/1/2024 12/31/2029 $6,415 PROJECT LOCATION:OWD Map Book:55 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/1/2026Beth Gentry 129 P2572Enterprise Resource Planning (ERP) Replacement Michael Kerr 6/3/2015 0 2 $993,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Staff embarked on both an RFI for the Utility Billing System and an upgrade path from Tyler Eden to Tyler Munis for the organization’s Financial Record keeping and management. JUSTIFICATION OF PROJECT: Currently, Tyler Eden is due to sunset March 1, 2027. The project timeline for the Financial (ERP) path is 18 to 24 months in duration. COMMENTS: FY 2017 - Staff will start the discovery process in FY 2020 to identify possible alternatives for a new system. Given the history of the current solution, Eden, staff anticipates that FY 2021 will be appropriate for a replacement. In FY 2021, the District will have been utilizing the Eden financials for over fifteen (15) years. In the interim, staff will conduct research based on the District's current technology infrastructure for best fit for conversion of historical data, proper workflow and security, and templates for utility billing and invoicing. FY 2019 - Staff will start the discovery process in FY 2020 to include needs assessment and evaluation of the District’s current Financial Management solution. The ERP assessment will provide information needed to function effectively and to decide if the current system is meeting the District’s business needs. Staff anticipates the assessment conducted will measure current District operational strategies, business processes, and identify opportunities for margin improvement and risk reduction. Post assessment, the selected vendor will produce a road map showing areas of potential improvement through planning, service, and quality, and align with the District’s strategy and goals. FY 2020 - The original budget for FY 2019 was $0.5M and was increased on 2/4/2019 to $1.6M. The increase in budget is a result in the change in scope from a short-term replacement to a long-term replacement over many years. FY 2024 - Staff embarked on both an RFI for the Utility Billing System and an upgrade path from Tyler Eden to Tyler Munis for the organization’s Financial Record keeping and management. Annual costs will be shifted to the operating budget and the CIP budget lowered to $795K. FY 2025 - The Board approved a budget increase of $197.65K. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $150 $130 $150 $68 $0 $0 $993 PRIOR YEARS: TOTAL $495 130 P2572 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2021 6/30/2030 $993 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $175 $175 $175 $175 $175 $175 $1,050 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 131 P2578711 PS Improvements Kevin Cameron 5/23/2016 P2473 1 2 $8,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping This project is for the construction of a new Pump Station to expand the existing Pump Station from the current capacity of 10,000 GPM to at least 14,000 GPM. New facilities will be designed for simplifying future replacement of the existing Pump Station. The project also includes a pilot to restore the original capacity of the Pump Station by replacing a single pump and reconfiguring its discharge and suction piping. If the pilot goes well, the budget for this CIP will be reduced to replace and reconfigure remaining existing pumps rather than construct new facilities. JUSTIFICATION OF PROJECT: The existing Pump Station was de-rated in 2010 to resolve vibration and cavitation issues. The current Pump Station is not capable of meeting the required flow rates for daily demands that are anticipated to meet growth in Villages 4, 8, 9, and 3. The timing of this project coincides with the related development. A review of the existing Pump Station indicates it is not at the end of its life expectancy. The Pump Station can be incorporated into an expansion as there is adequate space at the site to facilitate the project. Alternatively, if the above-described pilot goes well, the remaining pumps will be replaced at less than half the budgeted amount for this CIP. COMMENTS: FY 2021 - Budget increased from $13M to $16M to reflect current pricing. FY 2022 - Budget decreased from $16M to $8M as scope of work changed to reflect a minimum 4,000 GPM expansion. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%31%0%0%31% Replacement 0%0%69%0%69% TOTAL:0%31%69%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $25 $75 $500 $500 $500 $500 $2,800 PRIOR YEARS: TOTAL $700 132 P2578 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2028 6/30/2024 6/30/2027 $50 $120 PROJECT PHASE: 6/30/2025 6/30/2035 $7,830 PROJECT LOCATION:OWD Map Book:114 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 133 P2584Res - 657-1 and 657-2 Reservoir Demolitions Beth Gentry 5/23/2016 P2083 & P2563 3 2 $720,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is to incorporate the existing 657 Pressure Zone into the 640 Pressure Zone, abandon and demolish the two (2) 657 Reservoirs, and modify associated 657 Zone Pressure Reducing Stations in the La Presa area. JUSTIFICATION OF PROJECT: Eliminating the existing 657 Pressure Zone will simplify operations, reduce operating cost, and improve reliability. These facilities are no longer necessary and the demolishing will coordinate with the timing of the current coating replacements. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $1 $1 $28 $35 $40 $50 $155 PRIOR YEARS: TOTAL $0 134 P2584 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 12/31/2030 1/1/2030 6/30/2031 $35 $35 PROJECT PHASE: 7/1/2031 6/30/2033 $650 PROJECT LOCATION:OWD Map Book:303 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 135 P2594Large Meter Replacement Andrea Carey 5/23/2016 0 1 $970,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Meters and Services This project is for the replacement of water meters 3-inch or larger. JUSTIFICATION OF PROJECT: Of the 219 large meters in the ground, 105 are no longer repairable and must be replaced. Through FY 2020, a majority of the meters have been replaced under this CIP. Staff has identified six (6) meters that will be replaced in 2020 and has revised the CIP budget to include these. Large meters typically have a life cycle of five (5) to seven (7) years. Based on prior replacements, staff anticipates another round of replacements beginning in FY 2024. This includes three (3) 10-inch meters (approximately $20K each). COMMENTS: FY 2023 - Increase budget from $690K to $730K to replace additional meters; project expenditures at this time have reached $495K. FY 2024 - Increased budget from $730K to $815K as the cost of meters has increased in the last three (3) years. FY 2025 - Meters changed in FY 2015-2019 will start to need to be replaced plus we have large temporary meters that are over 15 years old that need replacement and meter prices have increased, which increased overall costs for each year. The total budget increased from $815K to $910K. FY 2026 - Overall budget increased from $910K to $970K to reflect extension of CIP another year. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $50 $50 $50 $40 $40 $40 $970 PRIOR YEARS: TOTAL $700 136 P2594 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2016 6/30/2029 7/1/2016 6/30/2030 $10 $10 PROJECT PHASE: 7/1/2016 6/30/2032 $950 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 137 P2595PL - 16-inch, 624 Zone, Village 3N - Heritage Road, Main St/Energy Way Kevin Cameron 5/23/2005 P2403 2 2 $336,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the construction of approximately 1,200 feet of 16-inch pipeline within the 624 Pressure Zone (PZ) in Heritage Road between Main Street to Energy Way. This project will be constructed by the developer and is subject to reimbursement per Board policy. The budget reflects the upsizing of the developer required 12-inch water line to a 16-inch water line requested by the District for transmission capabilities within the 624 PZ. JUSTIFICATION OF PROJECT: This project will provide transmission capacity for development of Otay Ranch and other areas within the 624 PZ. COMMENTS: FY 2006- This is a developer driven project. FY 2024 - Budget increased from $150K to $336K to reflect projected higher materials and installation costs since originally estimated. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $6 $300 $30 $0 $0 $0 $336 PRIOR YEARS: TOTAL $0 138 P2595 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2025 6/30/2029 $336 PROJECT LOCATION:OWD Map Book:82 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 139 P2596PL – 16-inch, 624 Zone, Village 3N – Main St, Heritage Rd/Wolf Canyon Kevin Cameron 6/5/2024 P2595, R2028, R2038 2 2 $900,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the construction of approximately 3,220 feet of 16-inch pipeline within the 624 Pressure Zone (PZ) in Village 3 North in Main Street east of Heritage Road. JUSTIFICATION OF PROJECT: Project development requires a 12-inch pipeline to service the area. The District is covering the upgrade to a 16-inch pipeline to provide transmission capabilities to the other parts of the 624 PZ. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $395 $500 $0 $0 $0 $900 PRIOR YEARS: TOTAL $0 140 P2596 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2025 6/30/2029 $900 PROJECT LOCATION:OWD Map Book:051 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 141 P2598PL-16-Inch, 624 Zone, Village 8W – Main St, La Media/Village 4 Kevin Cameron 6/5/2024 P2599, R2037, R2047, R2137 2 2 $280,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the construction of approximately 1,000 feet of 16-inch pipeline within the 624 Pressure Zone (PZ) in Village 8 West in Main Street from La Media Road to Village 4. JUSTIFICATION OF PROJECT: Project development requires a 12-inch pipeline to service the area. The District is covering the upgrade to a 16-inch pipeline to provide transmission capabilities to the other parts of the 624 PZ. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $220 $55 $0 $0 $0 $280 PRIOR YEARS: TOTAL $0 142 P2598 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2025 6/30/2029 $280 PROJECT LOCATION:OWD Map Book:068 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 143 P2599PL-16-Inch, 624 Zone, Village 8W- Otay Valley Rd, School/Village 8E Kevin Cameron 6/5/2024 P2598, R2037, R2047, R2137 2 3 $500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the construction of approximately 900 feet of 16-inch pipeline within the 624 Pressure Zone (PZ) in Village 8 West in Otay Valley Road to the Village 8 East property line. JUSTIFICATION OF PROJECT: Project development requires an 8-inch pipeline to service the area. The District is covering the upgrade to a 16-inch pipeline to provide transmission capabilities to the other parts of the 624 PZ. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $145 $350 $0 $0 $0 $500 PRIOR YEARS: TOTAL $0 144 P2599 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2025 6/30/2029 $500 PROJECT LOCATION:OWD Map Book:052 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 145 P2600PL - 16-inch 624 Zone, La Media Parkway Village 8 East Kevin Cameron 5/23/2005 R2133 2 3 $800,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the construction of approximately 2,400 feet of 16-inch pipeline within the 624 Potable Water Pressure Zone (PZ) in the La Media Parkway in Village 8 East. JUSTIFICATION OF PROJECT: Project development requires a 12-inch pipeline to service the area; the District is covering the upgrade to a 16-inch pipeline to provide transmission capabilities to the other parts of the 624 PZ. COMMENTS: FY 2027 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $270 $300 $225 $0 $0 $800 PRIOR YEARS: TOTAL $0 146 P2600 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2026 6/30/2030 $800 PROJECT LOCATION:OWD Map Book:068 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/24/2026Beth Gentry 147 P2602PL - 16-inch, 624 Zone, Otay Valley Road, SR 125 Bridge Kevin Cameron 6/5/2024 P2580, P2603 2 3 $280,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the construction of approximately 500 feet of 16-inch pipeline within the 624 Pressure Zone (PZ) in the Otay Valley Road bridge over SR 125. JUSTIFICATION OF PROJECT: Project development requires a 12-inch pipeline to service the area. The District is covering the upgrade to a 16-inch pipeline to provide transmission capabilities to the other parts of the 624 PZ. Installations in bridges are estimated at a higher cost per inch per foot. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $20 $260 $280 PRIOR YEARS: TOTAL $0 148 P2602 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2031 6/30/2032 $280 PROJECT LOCATION:OWD Map Book:069 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 149 P2603PL - 16-inch, 711 Zone, Hunte Parkway, SR 125 Bridge Kevin Cameron 6/5/2024 P2580 & P2602 2 3 $340,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the construction of approximately 600 feet of 16-inch pipeline within the 711 Pressure Zone (PZ) in the Hunte Parkway bridge over SR 125. JUSTIFICATION OF PROJECT: Project development requires a 12-inch pipeline to service the area. The District is covering the upgrade to a 16-inch pipeline to provide transmission capabilities to the other parts of the 624 PZ. Installations in bridges are estimated at a higher cost per inch per foot. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $20 $320 $340 PRIOR YEARS: TOTAL $0 150 P2603 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2031 6/30/2032 $340 PROJECT LOCATION:OWD Map Book:069 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 151 P2608PL - 8-inch, 850 Zone, Coronado Avenue, Chestnut/Apple Lito Santos 5/24/2017 3 2 $2,475,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution The project will improve fire flows on this section of water line by increasing the size of the pipeline. The preferred alternative is to replace the existing water line with about 1,300 feet of a higher pressure-rated 8-inch pipeline and provide individual residential pressure-reducing valves (PRVs). 1,300 feet is the length needed to replace this section of Coronado Avenue. JUSTIFICATION OF PROJECT: Improved fire flow is recommended on the existing water line in the 657 Pressure Zone. Moving this portion of the water system to a higher pressure zone will resolve this issue. COMMENTS: FY 2018 - Recommendation to improve fire flow made during modeling of moving the 657 PZ to the 640 PZ. FY 2020 - 1,300 linear feet (LF) of replacement and 300 LF of new 8-inch PVC pipe (at $62/inch/LF) extended outreach, new PRVs is the basis for the $820K budget. FY 2021 - The construction contract for the first phase was awarded by the Board on 3/11/2020 and the staff report for the award of Phase I noted a budget increase for Phase II would be made during the FY 2021 budget process. FY 2026 - Budget increased from $1.8M to $2.36M to reflect current engineer's estimate to construct pipeline with additional information from 60% design level plans. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $25 $500 $500 $500 $500 $10 $2,475 PRIOR YEARS: TOTAL $440 152 P2608 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2017 6/30/2020 7/1/2020 6/30/2027 $50 $415 PROJECT PHASE: 7/1/2027 6/30/2032 $2,010 PROJECT LOCATION:OWD Map Book:303 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 153 P2609PL - 8-inch, 1004 Zone, Eucalyptus Street, Coronado/Date/La Mesa Lito Santos 5/24/2017 3 2 $2,900,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution Replace existing water line through easement along Eucalyptus Street with 1,600 feet of new 8-inch water line along Coronado Avenue, Date Street, and La Mesa Avenue. JUSTIFICATION OF PROJECT: Existing water line through easement along Eucalyptus Street is inaccessible, old, and has experienced leaks. Without this water line, fire flows in the area are below recommended rates. The current pipeline in this area is failing. The recommended length is needed to adequately serve the homes currently served by the failing pipe. COMMENTS: FY 2020 - 1,600 linear feet (LF) of new 8-inch PVC pipe (at $62/inch/LF) and extended outreach is the basis for the $800K budget. FY 2021 - A budget increase of $500K was approved for Phase I by the Board on 3/11/2020 and the staff report for the award of the first phase noted a budget increase for Phase II would be made during the FY 2021 budget process. FY 2026 - Budget increased from $2.1M to $2.9M based on current bidding. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $325 $200 $400 $300 $300 $200 $2,900 PRIOR YEARS: TOTAL $1,175 154 P2609 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2018 6/30/2019 7/1/2019 6/30/2027 $200 $1,300 PROJECT PHASE: 7/1/2026 6/30/2032 $1,400 PROJECT LOCATION:OWD Map Book:317 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 155 P2611Quarry Road Bridge Replacement and Utility Relocation Beth Gentry 5/24/2017 3 3 $3,600,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution Replace existing water main crossing with new bridge construction. JUSTIFICATION OF PROJECT: New bridge construction requires replacement of the water main. COMMENTS: FY 2020 - Added $300K for temporary bypass during construction and used current bidding rates. FY 2021 - The County design is at 70%, but the County has put this project on hold to look at additional alternative designs. FY 2022 - The County's design is at 70%, but the County is delaying the project and looking at alternative designs per a request from Supervisor Jacobs. Moved budget into future years. FY 2025 - The County is planning for R/W appraisal/acquisition in FY 2025 and construction in FY 2026. The City's drawings require 1-2 more rounds of review, more if there is a significant change in the County's design of the bridge. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $5 $5 $100 $40 $50 $330 PRIOR YEARS: TOTAL $125 156 P2611 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2017 6/30/2024 7/1/2024 6/30/2030 $125 $115 PROJECT PHASE: 7/1/2030 6/30/2036 $3,359 PROJECT LOCATION:OWD Map Book:197 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 157 P2615PL - 12-Inch Pipeline Replacement, 803 PZ, Vista Grande Lito Santos 5/24/2017 5 2 $4,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution This project is for the replacement of approximately 0.5 miles (2,750 ft +/-) of 12-inch and 14-inch potable water main within the 803 and 978 Pressure Zones (PZ) in Vista Grande. Project extends from Townsend Place to the 978-1 Pump Station (PS) site in the 803 Pressure Zone (PZ) and from the 978-1 PS site to Paseo Grande in the 978 PZ. JUSTIFICATION OF PROJECT: This project will replace thin wall, 1959-60-era, steel pipe originally constructed under As-built number 01-03. Two (2) of the original four (4) miles of thin wall steel pipe have been replaced through separate CIP and developer projects. The remaining 2.1 miles of pipe have developed several water main breaks, including semi-localized coating failures and corrosion of the thin wall steel can. This is the last of the projects for this pipeline replacement. COMMENTS: FY 2020 - The County resealed this section of Vista Grande in December 2018, which has a three (3) year moratorium before the Otay Water District can disturb the road without having to perform a full width restoration. As potholing will be required during the design phase, the project has been delayed past the preliminary design phase until FY 2022. FY 2021 - The project is located close to an elementary school that will restrict working hours during the school year, increasing the construction cost due to lower productivity per day. FY 2026 - Budget increased from $2.6M to $3.855M to reflect current engineer's estimate to construct pipeline with additional information from 60% design level plans. FY 2027 - Budget increased from $3.855M to $4.0M to reflect design and construction escalation. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $50 $800 $800 $800 $800 $535 $4,000 PRIOR YEARS: TOTAL $215 158 P2615 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2018 6/30/2021 7/1/2021 12/31/2027 $50 $300 PROJECT PHASE: 1/1/2028 6/30/2032 $3,650 PROJECT LOCATION:OWD Map Book:368 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 159 P2616PL - 12-Inch Pipeline Replacement, 978 Zone, Pence Drive/Vista Sierra Drive Lito Santos 5/24/2017 P2573, P2574, P2615, P2625 5 2 $4,200,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution This project is for the replacement of approximately 0.4 miles of 14-inch steel potable water main within the 978 Pressure Zones (PZ) in Pence Drive, Vista Sierra Drive, and easements on private property east of Vista Grande. Replacement length of 12-inch and 8-inch water lines increased to 4,700 feet (900 ft of 8-inch on 1200 PZ and 3,800 ft of 12-inch on 978 PZ) to relocate lines outside of inaccessible easements and resolve low pressure services. JUSTIFICATION OF PROJECT: This project will replace thin wall, 1959-60 era, steel pipe originally constructed under As-Built number 01-03. Two (2) of the original four (4) miles of thin wall steel pipe have been replaced through separate CIP and developer projects. The remaining 2.1 miles of pipe have developed several breaks and leaks and will be replaced under CIPs P2573, P2574, P2615, and P2625. COMMENTS: FY 2021 - Based upon latest construction bid costs and scope of work, budget increased from $3.3M to $4.2M. FY 2022 - Schedule adjusted to reflect project being divided into two phases. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $10 $10 $10 $10 $1,780 $3,540 PRIOR YEARS: TOTAL $1,710 160 P2616 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2017 6/30/2027 7/1/2027 6/30/2032 $1,720 $380 PROJECT PHASE: 7/1/2032 6/30/2035 $2,100 PROJECT LOCATION:OWD Map Book:378 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 161 P2623Central Area to Otay Mesa Interconnection Pipelines Combination Air/Vacuum Valve Replacements Beth Gentry 5/24/2017 P2083 2 2 $600,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission Replace approximately sixty (60) existing 4-inch combination air/vacuum valves with surge type (slow closing) combination air/vacuum valves on the Central Area to Otay Mesa Interconnection Pipelines. Replace existing valve enclosures as needed. Relocate approximately thirteen (13) existing air/vacuum valves located in vaults to an above ground location. JUSTIFICATION OF PROJECT: A transient surge analysis for the new 870-2 Pump Station project identified existing combination air/vacuum valves, which need to be replaced with surge-type (slow closing) valves. Existing air/vacuum valve enclosures will need to be replaced since some are corroded and others are too short for the taller replacement valves. This will reduce the risk of damage to existing infrastructure that could lead to pipe failure. Existing air/vacuum valves located in vaults should be relocated to an above ground location per current health department requirements. COMMENTS: FY 2020 - Project budget increased from $270K to $500K to include relocation of thirteen (13) existing air/vacuum valves located in vaults to an above ground location. FY 2021 - Project budget increased from $500K to $600K to reflect current pricing. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $1 $100 $100 $100 $50 $30 $600 PRIOR YEARS: TOTAL $219 162 P2623 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2017 9/30/2017 10/1/2017 6/30/2027 $50 $130 PROJECT PHASE: 7/1/2018 6/30/2032 $420 PROJECT LOCATION:OWD Map Book:055 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 163 P2630624-3 Reservoir Automation of Chemical Feed System Beth Gentry 5/21/2018 P2639 1 2 $675,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Treatment This project is to standardize the disinfection station located at the 624-3 Reservoir. The 624-3 Reservoir is a 30-million-gallon potable storage and disinfection facility located in Chula Vista that receives water from Water Authority FCF #12, which is then pumped and/or gravity fed to other reservoir facilities to meet water demands. The 624-3 Reservoir has a boosting disinfection station that is able to bring up the chlorine residual to a more stable and higher residual that will endure throughout the distribution system to maintain water quality. The chlorine and ammonia pumps are manually operated and must be adjusted every time a flow change is requested from San Diego County Water Authority. This process is usually done once per day and it takes about an hour to complete. JUSTIFICATION OF PROJECT: The Otay Water District (District) currently has two (2) other disinfection facilities in operation that are automated with chemical pumps that automatically adjust to achieve the desired chlorine residual to maintain water quality and meet EPA and State requirements. This allows the Water System Operators to have the flexibility of requesting flow changes and not physically be at the disinfection facility, but rather monitor remotely via SCADA and respond if needed. This project will automate the chemical delivery system and will provide the Water System Operators more operational flexibility, increase efficiency, and reduce operational costs and overtime. COMMENTS: FY 2020 - Automating the chemical system at the 624-3 Reservoir is considered as an option as it will standardize the operation of the disinfection system throughout the District. Updated budget for current bidding climate and increased material costs. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $25 $70 $70 $180 $300 $0 $675 PRIOR YEARS: TOTAL $30 164 P2630 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 4/1/2020 6/30/2025 7/1/2025 6/30/2027 $5 $50 PROJECT PHASE: 7/1/2027 6/30/2031 $620 PROJECT LOCATION:OWD Map Book:114 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 165 P26311485-2 Reservoir Interior/Exterior Coating & Upgrades Lito Santos 5/21/2018 P2657 5 3 $1,830,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is for the interior and exterior coatings of the 1485-2 Reservoir. In addition, an assessment of the facility will be accomplished to assure compliance to all applicable codes and OSHA standards. JUSTIFICATION OF PROJECT: Based upon the current Cathodic Assessment Report, the interior and exterior coatings on the 1485-2 Reservoir are nearing the end of their useful lives and are in need of replacement. The Reservoir was constructed in 2006 and has never been recoated. COMMENTS: FY 2025 - Board approved to increase the budget from $1.450M to $1.6245M. FY 2026 - Additional upgrade to include a mixer for water quality improvements. Increase budget from $1.6245M to $1.790M. FY 2027 - Additional $40K to account for annual price escalation for design, labor, and materials of mixer. Increase Budget from $1.790M to $1.830M. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $30 $60 $10 $0 $0 $0 $1,830 PRIOR YEARS: TOTAL $1,730 166 P2631 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 2/1/2024 4/22/2024 7/1/2024 10/31/2024 $20 $150 PROJECT PHASE: 11/1/2024 6/30/2029 $1,660 PROJECT LOCATION:OWD Map Book:336 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 167 P2638Buildings and Grounds Refurbishments Kent Payne 5/21/2018 3 1 $965,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Throughout the Administration and Operations main campus, replace deteriorated irrigation systems; upgrade and calibrate irrigation controls for optimal water usage; replace eroded slope areas along customer driveway, public and employee parking, and equipment lots; install hard and soft ground cover for effective erosion control; remove and replace dead and dying trees; restore plantings based on original architectural material schedules. JUSTIFICATION OF PROJECT: Much of the existing irrigation systems, remaining plants, and hardscape at the Administration campus are the from the original 1998 construction and are in need of replacement and replanting. The slopes along driveways and parking areas have eroded, affecting sidewalks, fence posts, and other landscape materials. Age and drought have negatively impacted several trees and other original plantings. The result is a deteriorating appearance in public facing and employee surroundings throughout the main campus. COMMENTS: FY 2023 - The completion of Phase 1 of improvements (Admin entrance and parking area) expected in FY 2023 at a cost of $225K. The remaining improvements to the Administration and Operations campus' are estimated at $175K, resulting in the overall budget to be increased from $186K to $400K. FY 2024 – Operations flooring, Conference Room, and SCADA update, and adding eight (8) Water Operations workstations - $175K; FY 2025 second phase Admin landscape improvements, lunchroom, garden, employee parking, and upper lots - $220K. Overall budget increase to $745K. FY 2027 - The total project budget is increasing from $745K to $965K to address Operations flooring replacement, and Conference Room, Crew, and SCADA workspace updates. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $25 $50 $50 $50 $58 $0 $965 PRIOR YEARS: TOTAL $732 168 P2638 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2018 6/30/2025 $0 $50 PROJECT PHASE: 7/1/2018 6/30/2031 $915 PROJECT LOCATION:OWD Map Book:318 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 169 P2639Vista Diego Hydropneumatic Pump Station Replacement Kevin Cameron 5/21/2018 P2680 5 3 $2,500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping Replace the existing Hydropneumatic Pump Station (PS) which serves the small 1530 Pressure Zone (PZ) containing approximately thirty-five (35) potable water meters and four (4) hydrants. JUSTIFICATION OF PROJECT: The original 1966-era PS was retrofitted with a fire pump in the late 1980's, at which time all electrical gear was replaced and a generator was installed. The existing PS has an ongoing water quality (entrained air) issue observed within the PS and the small 1530 PZ it serves. The existing PS is nearing the end of its useful life. COMMENTS: FY 2020 - Project budget increased from $2.5M to $2.8M to reflect current pricing. Replacement of the generator will be done through a separate CIP. FY 2022 - Project budget increased from $2.8M to $2.9M to increase the footprint of the site and replace/enlarge existing site retaining walls. FY 2023 - Project budget increased from $2.8M to $3.7M to reflect consultant construction cost estimate and environmental. FY 2025 - Project budget increased from $3.7M to $4.2M to reflect current pricing. FY 2026 - The project scope reduced to the replacement of the domestic service pumps and the hydropneumatic tank installed in the 1960s. The budget was reduced from $4.2M to $2.5M. A District-wide evaluation of reliability criteria will be in the Water Facilities Master Plan (WFMP) Update (initiated at the end of FY 2025) and will include fire prevention/suppression considerations. Modifications to address new or modified criteria will then be incorporated into the CIP. The change in scope allows for the replacement of the aging infrastructure and will ensure reliability for daily domestic needs before the WFMP criteria evaluation is completed. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $300 $300 $300 $300 $275 $50 $2,500 PRIOR YEARS: TOTAL $975 170 P2639 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2018 6/30/2023 7/1/2021 12/31/2030 $225 $650 PROJECT PHASE: 1/1/2030 6/30/2032 $1,625 PROJECT LOCATION:OWD Map Book:322 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 171 P2642Rancho Jamul Pump Station Replacement Beth Gentry 5/21/2018 P2040, P2641 5 2 $2,500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping Replace the existing Hydropneumatic Pump Station (PS) with a new PS coordinated with a separate CIP P2040 (1655-1 Reservoir) project. The existing PS currently serves approximately twenty-five (25) meters and eleven (11) hydrants. JUSTIFICATION OF PROJECT: The existing 1655 Pressure Zone will change from a closed Hydropneumatic system to a gravity system when the future 1655-1 Reservoir is constructed (CIP P2040). The existing Rancho Jamul Hydropneumatic PS will need to be modified to pump to the future 1655-1 Reservoir. The existing 1979-era PS is nearing the end of its useful life. COMMENTS: FY 2020 - An assessment of the existing PS will be prepared before the design for the replacement PS begins and rescheduled, if needed. Replacement of this PS may be facilitated by the procurement of a Portable Trailer Mounted Variable Frequency Drive Pump (CIP P2640). FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%69%0%0%69% Expansion 31%0%0%0%31% TOTAL:31%69%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $20 $280 $600 $700 $700 $56 $2,500 PRIOR YEARS: TOTAL $144 172 P2642 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2018 6/30/2026 7/1/2021 6/30/2028 $144 $300 PROJECT PHASE: 7/1/2028 6/30/2032 $2,056 PROJECT LOCATION:OWD Map Book:206 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 173 P2646North District Area Cathodic Protection Improvements Beth Gentry 5/21/2018 P2508 5 3 $1,220,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the replacement and repairs of existing cathodic protection systems on various potable pipelines in the North District. JUSTIFICATION OF PROJECT: The ongoing Cathodic Protection Program efforts have identified various pipelines for anode replacement, cathodic test station repairs, installation of isolation kits, and repair of existing anode beds. This CIP has been budgeted based on recommendations and cost estimates found in the Otay Water District’s Cathodic Protection Program 2015 Annual Report. Up to twenty-five (25) cathodic protection systems may be repaired under this CIP. COMMENTS: FY 2026 - Project budget increased from $1.2M to $1.22M to reflect inflation. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $25 $150 $270 $270 $270 $184 $1,220 PRIOR YEARS: TOTAL $51 174 P2646 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2022 6/30/2027 7/1/2027 6/30/2028 $76 $150 PROJECT PHASE: 7/1/2028 6/30/2032 $994 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 175 P2647Central Area Cathodic Protection Improvements Beth Gentry 5/21/2018 P2508 1 3 $2,200,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the replacement and repairs of existing cathodic protection systems on various potable pipelines in the Central Area. JUSTIFICATION OF PROJECT: The ongoing Cathodic Protection Program efforts have identified various pipelines for anode replacement, cathodic test station repairs, installation of isolation kits, and repair of existing anode beds. This CIP has been budgeted based on recommendations and cost estimates found in the Otay Water District’s Cathodic Protection Program 2020 Annual Report. Up to twenty-eight (28) cathodic protection systems may be repaired under this CIP. COMMENTS: FY 2023 - Project budget increased from $1.3M to $2.0M to reflect current pricing and growing quantity of anode replacements needed for the central area. FY 2026 - Project budget increased from $2.0M to $2.2M to reflect inflation. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $25 $150 $510 $540 $550 $204 $2,200 PRIOR YEARS: TOTAL $221 176 P2647 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 6/30/2026 7/1/2026 6/30/2028 $221 $175 PROJECT PHASE: 7/1/2028 6/30/2032 $1,804 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 177 P2649HVAC Equipment Purchase Kent Payne 5/24/2017 3 1 $429,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project provides funding for the capital purchase of replacement heating, ventilation, and air conditioning (HVAC) roof top air handling units (RTU) for the Administration building that were installed in 1998. JUSTIFICATION OF PROJECT: Replacement HVAC equipment will be used for administrative functions. COMMENTS: FY 2019 - The HVAC system RTUs have reached the end of their useful lives and need to be replaced. The schedule and estimated cost for the replacement of these units will be done over several years: FY 2019 Board Room $21,000 FY 2020 Accounting & Finance $44,000 FY 2021 Training Room $20,000 FY 2022 Lunchroom $15,000 FY 2023 Gym Area & Computer Training $30,000 FY 2023 - Updated replacement schedule (in FY 2021 dollars): FY 2021 A unit at Operations had reached the end of its useful life and was replaced at $27K, which included a UVC sterilization unit. FY 2023 - Increase project budget from $149K to $279K to include the facilities listed below: FY 2023 Board Room, Finance, and Gym $64,000 FY 2024 Accounting & Training Room $43,000 FY 2025 Lunchroom & Computer Training Room $39,000 FY 2024 - A new recycled water CIP will be created to replace the unit at the 680-1 REC PS at 1680 Maxwell Road for FY 2026 estimated to cost $22,000 and at the 680-1 REC RES; 944 REC PS 1390 S. Greensview Drive for FY 2027 estimated to cost $22,000. FY 2027 - Budget increase from $279K to $429K for upgrades to the Computer Training Room HVAC and add replacement capacity for 803-1 Pump Station and 850-2 Pump Station (Regulatory) and maintain system reliability and regulatory compliance. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $50 $70 $0 $0 $0 $0 $429 PRIOR YEARS: TOTAL $309 178 P2649 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2018 6/30/2028 $429 PROJECT LOCATION:OWD Map Book:318 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 179 P2652520 to 640 Pressure Zone Conversion Beth Gentry 6/5/2019 P2195, P2196 5 2 $250,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Energy Update the 2004 design report for the conversion of the 520 Pressure Zone (PZ) to 640 HGL to look at the existing pipeline pressure class, the approximately seventy-seven (77) commercial and multi-family potable water service connections, and the 832-1 Pump Station (PS) modifications needed to convert this PZ. The report will also study the emergency storage requirements for this PZ and make recommendations for both the 5.1 MG 520-2 and the 20 MG 520-3 Reservoirs. JUSTIFICATION OF PROJECT: The 5.1 MG 520-2 Reservoir Interior/Exterior Coatings and Upgrade project (P2566) is scheduled for construction in FY 2021. The northern service area of the District has sufficient storage, so staff is recommending cancelling this $1.5M CIP and spending this savings to study this PZ conversion. The 850-2 and 803-1 PSs have already been modified to operate under the 640 HGL suction pressure. Adding a third PS to take suction from the higher pressure will also save energy costs. COMMENTS: FY 2020 - The 2004 design report suggested the 832-1 PS could be modified to take 640 HGL suction pressures by removing one of four stages in the vertical turbine pumps. There are two (2) full diameter impellers and two (2) trimmed impellers in each pump at this Station. One (1) full diameter impeller would need to be taken out to operate under the 640 HGL suction pressure. The pumps were estimated to operate at an efficiency of 85% and at the time this 2004 design report was prepared was estimated to have a rated capacity of 2650 GPM @ 252' TDH. If converted, the pumps will not be able to take 520 HGL suction pressure. Since the 832-1 PS presently has three (3) pumps with the capability to add three (3) additional pumps, the Station could be converted to have two (2) pumps operate from the 520 HGL suction pressure and four (4) pumps operate from the 640 HGL suction pressure or vice versa. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $5 $25 $50 $50 $78 $250 PRIOR YEARS: TOTAL $37 180 P2652 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 6/30/2024 4/1/2020 6/30/2029 $20 $60 PROJECT PHASE: 7/1/2025 6/30/2032 $170 PROJECT LOCATION:OWD Map Book:331, 343 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/3/2026Jolene Fielding 181 P2654Heritage Road Interconnection Improvements Beth Gentry 6/5/2019 P2648 2 1 $200,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Supply (Commodity/Demand) Amend or replace existing interconnection agreement with the City of San Diego (City) with a new agreement to provide flow to the Otay Water District (District). Move the City’s existing controls/SCADA cabinet from the below grade vault above ground. Restore the District’s monitoring/SCADA equipment above ground. JUSTIFICATION OF PROJECT: A District trailer pump deployed at the intersection of Otay Mesa Road and Heritage Road would become the sole backup to the existing High/Low Head Pump Stations (and future 870-2 Pump Station) to serve the 870-1 (Upper) Reservoir. The existing interconnect was constructed and funded by the City for the benefit of the City in 2002. The existing interconnect was built with pump connections for the District; however, the existing interconnect agreement was silent on flow to the District. The City’s controls/SCADA gear within a cabinet (e.g., PLC, radio, Cla-Val 131VC controllers) is insecurely held by a rope and should be moved above ground to reduce risk of damage due to flooding. The contents of the District’s monitoring/SCADA cabinet were stripped from the facility. COMMENTS: FY 2020 - The District will take the lead on the design/bidding/construction effort and provide 100% of the funding since the District did not fund the original interconnect. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $30 $30 $34 $30 $30 $200 PRIOR YEARS: TOTAL $41 182 P2654 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 6/30/2027 $0 $46 PROJECT PHASE: 7/1/2027 6/30/2032 $154 PROJECT LOCATION:OWD Map Book:022 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 183 P2655PL La Presa Pipeline Improvements Beth Gentry 6/5/2019 3 2 $1,750,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution Determine the remaining useful life of existing AC pipelines installed in 1959 and develop a strategy for the improvement of the water system that serves the area between Kempton Street, Grand Avenue, Jamacha Road, and San Francisco Street. Improvements will include the replacement of gate valves (estimated 47 valves) and 6-inch AC pipelines (approximately 1,000 linear feet) with 8-inch PVC pipelines to improve fire flow in this area. Also, included is a pipeline relocation on Kempton Street for a County culvert improvement project. JUSTIFICATION OF PROJECT: These pipelines serve a mix of residential and commercial properties and approximately 240 water services. Replacement of existing 6-inch AC pipelines with 8-inch PVC pipelines will improve fire flow in this older service area of the District. Replacing gate valves will improve the resiliency of the system and allow the District to maximize the useful lives of the existing AC pipelines. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $25 $200 $500 $500 $125 $100 $1,750 PRIOR YEARS: TOTAL $300 184 P2655 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 6/30/2026 7/1/2026 6/30/2028 $300 $225 PROJECT PHASE: 7/1/2028 6/30/2032 $1,225 PROJECT LOCATION:OWD Map Book:302 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 185 P2656Regulatory Site Desilting Basin Improvements Beth Gentry 6/5/2019 5 3 $150,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Renovation of the desilting basins at the Otay Water District’s (District) Regulatory site consists of installing water/solids separating equipment in the two (2) basin separation walls between the three (3) basin sections where existing wood planks are located. Debris from Vactor trucks will be allowed to settle and water drained through the process to allow for the discharge from the basin to meet water quality requirements. JUSTIFICATION OF PROJECT: The desilting basins are used to receive Vactor truck debris from potable water related activities with settling out of solids and decanting of water to the sanitary sewer system. The current arrangement of wood planks does not allow for efficient operation of the basins as the planks are too large and heavy to move without heavy equipment. This provides excessive holding times for the basins and does not provide any drying time for the settled solids. Operation of the desilting basins has been modified to provide better functioning given the constraints of the existing arrangement, but the effluent from the basins is not complying with the requirements of the District’s Code of Ordinances, with characteristics of high inorganic content and Total Suspended Solids (TSS) exceeding 1,000 mg/l. The plant experiences noticeable TSS spikes when the basin is used, creating issues with meeting the permit turbidity limits. COMMENTS: FY 2021 - Use of filtration fabrics is being tested for efficiency and durability as the use of weir gates was not compatible with the existing basin configuration. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $5 $5 $5 $110 $13 $150 PRIOR YEARS: TOTAL $7 186 P2656 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 6/30/2025 7/1/2025 6/30/2030 $5 $22 PROJECT PHASE: 7/1/2030 6/30/2032 $123 PROJECT LOCATION:OWD Map Book:343 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 187 P26571485-1 Reservoir Interior/Exterior Coating & Upgrades Olivia Ready 6/5/2019 P2631 5 1 $1,150,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is for the interior and exterior coatings of the 1485-1 Reservoir (0.30 MG). In addition, an assessment of the facility will be accomplished to assure compliance to all applicable codes and OSHA standards. JUSTIFICATION OF PROJECT: Based upon the current Cathodic Assessment Report, the interior and exterior coatings on the 1485-1 Reservoir are nearing the end of their useful lives and are in need of replacement. The Reservoir was constructed in 1962 and was last re-coated in 2006. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $590 $460 $0 $0 $0 $0 $1,150 PRIOR YEARS: TOTAL $100 188 P2657 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2024 7/1/2024 10/31/2026 $10 $140 PROJECT PHASE: 11/1/2026 6/30/2028 $1,000 PROJECT LOCATION:OWD Map Book:336 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/1/2026Jolene Fielding 189 P2658832-2 Pump Station Modifications Beth Gentry 6/5/2019 P2195, P2196, P2502, P2503, P2652 5 2 $600,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping Replace existing pumps within the 832-2 Pump Station (PS) to draw suction from the 640 rather than 520 Pressure Zone. JUSTIFICATION OF PROJECT: In coordination with CIP P2652, 520 to 640 Pressure Zone Conversion, the District has the opportunity for significant energy cost savings by modifying the 832-2 Pump Station to enable pumping from the 640-1 and 640-2 Reservoirs rather than the 520-3 Reservoir. The 850-2 and 803-1 Pump Stations have already been modified to operate under the 640 rather than 520 hydraulic grade line suction pressure. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $25 $25 $25 $50 $100 $240 PRIOR YEARS: TOTAL $10 190 P2658 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 1/1/2020 6/30/2025 7/1/2025 6/30/2029 $11 $40 PROJECT PHASE: 7/1/2026 6/30/2033 $549 PROJECT LOCATION:OWD Map Book:331 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 191 P2659District Boardroom Improvements Michael Kerr 6/5/2019 3 1 $300,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project is for audio visual enhancements to the District Board Room. JUSTIFICATION OF PROJECT: The District Board room currently lacks updated video recording capability and the ability to webcast hearings in progress. Staff is having an increasingly hard time replacing the items without losing functionality. The main issue is that the backbone of the system is analog, which causes difficulty finding replacement parts. Some of the issues are listed below: 1. The system’s default audio recorder (Crestron) does not have the capabilities to record the meetings; staff has since added a third-party temporary recording solution. 2. The DVD player has failed and due to analog Circuitry there is no replacement option. 3. The microphones are getting feedback and causing unwanted background noise. 4. The displays are non-HD and in a form factor that is outdated causing the presentations to be skewed. COMMENTS: FY 2020 - Replacement of the current technology solution will also include new electrical configuration and system integration. Staff anticipates the enhancements to be completed by the 3rd quarter of FY 2021. FY 2021 - The Board requested hardening of the lobby and Boardroom, which is estimated to cost $85K. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $35 $35 $33 $0 $0 $0 $300 PRIOR YEARS: TOTAL $197 192 P2659 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2019 3/31/2029 $300 PROJECT LOCATION:OWD Map Book:318 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 193 P2662Potable Water Meter Change Out Andrea Carey 6/5/2019 P2604 0 3 $31,645,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Meters and Services The ¾-inch to 2-inch potable water meters are reaching the end of their useful lives and will be replaced over an eight (8) year period (approximately 51,000 potable meters). JUSTIFICATION OF PROJECT: The potable water meters nearing the end of their useful lives could start to fail or malfunction and a program to do a full replacement should be initiated to identify the optimal service life of the existing meters and develop a schedule for their replacement. It is anticipated the Otay Water District's (District) meters will reach the end of their useful lives beginning in FY 2025. This CIP will cover the cost of new meters and installation for all ¾-inch to 2-inch meters. The CIP will run from FY 2023 (planning) through FY 2035. COMMENTS: FY 2020 - An assessment of the existing inventory of meters will be made and a recommendation for replacement will be performed starting in FY 2021 and a replacement contract is expected to be awarded in FY 2026. Currently, the District follows a 20-year Change-Out Program for the majority of water meters and a 10-year change out for high-users. This CIP follows that timeline. FY 2024 - Increased budget from $16.5M to $17.1M as the cost of meters has increased in the last three years. FY 2025 - The cost of meters has increased dramatically over the past three (3) years. Moved money back from FY 2024 and updated yearly amounts based on a more updated schedule of change-outs. - On 1/8/2025, the Board approved an increase from $27.750M to $31.645M as a result of increased labor costs for installation, material, project management services, and bonding. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $3,000 $6,000 $7,000 $7,000 $5,000 $2,646 $31,645 PRIOR YEARS: TOTAL $999 194 P2662 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2022 6/30/2025 7/1/2024 6/30/2026 $100 $100 PROJECT PHASE: 7/1/2025 6/30/2032 $31,445 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 195 P2663Potable Water Pressure Vessel Program Jeff Marchioro 6/5/2019 0 2 $3,200,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping This project will replace pressure vessels, including six (6) surge tanks and five (5) hydropneumatic tanks, at existing potable water pump stations (PS) as needed. JUSTIFICATION OF PROJECT: Potable water pressure vessels have a shorter life expectancy compared to the overall PS. Several existing pressure vessels within the Otay Water District are nearing the end of their useful lives. COMMENTS: FY 2021 - The Rancho Jamul Hydropneumatic tank will be replaced in FY 2021. Vista Diego Hydropneumatic tank will be replaced FY 2022/2023 through CIP P2639, Vista Diego Hydropneumatic Pump Station Replacement. Other pressure vessels with life expectancies possibly less than six (6) years include: 980-1 surge tank(s) and 803-1 surge tank. This CIP will provide the flexibility needed to expedite replacement of any of the eleven (11) existing potable water pressure vessels, if needed. CIP subproject numbers will be created as needed to track expenditures for each pressure vessel. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $25 $400 $400 $400 $200 $175 $3,200 PRIOR YEARS: TOTAL $1,600 196 P2663 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 6/30/2030 7/1/2019 6/30/2030 $25 $250 PROJECT PHASE: 7/1/2019 6/30/2032 $2,925 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 197 P2664Otay Mesa Dual Piping Modification Program Beth Gentry 5/26/2013 P2661, R2123 2 2 $350,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution This project will assess the modifications needed for the Otay Mesa recycled water pipelines that are parallel to existing potable water pipelines utilizing hydraulic modeling. JUSTIFICATION OF PROJECT: This project will recommend and implement the modifications needed to allow for better utilization of the Otay Water District's (District) assets. With the moratorium on extending recycled water to Otay Mesa, the recycled waterlines already installed throughout the area will be evaluated for potential uses. To continue to serve potable water, the District must either put backflow devices on the existing services or connect the existing services to the potable water pipeline with a backflow device. COMMENTS: FY 2020 - This replaces CIP R2123. The range of potential improvements needed are not yet known. The demands of existing services connected to irrigation services may be enough to maintain water quality. For pipelines with low demand, an interconnection may be needed on both ends to maintain water quality. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $25 $25 $35 $100 $100 $25 $350 PRIOR YEARS: TOTAL $40 198 P2664 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2016 3/31/2021 $35 $0 PROJECT PHASE: 4/1/2021 6/30/2032 $315 PROJECT LOCATION:OWD Map Book:001 to 026 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/3/2026Jolene Fielding 199 P2665PL - 12-inch Pipeline Replacement, 870 Zone, Cactus Road Lito Santos 6/3/2020 2 2 $210,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution This project is for the replacement water services or other appurtenances when the approximately 4,850 feet of 12-inch and 10- inch potable water main within the 870 Pressure Zone in Cactus Road is replaced by the developer. JUSTIFICATION OF PROJECT: The project developer will replace early 1960’s-era asbestos concrete pipe originally constructed under As-built numbers 01-07 and 08-07 that is needed to support their multifamily project. The pipe is currently operating with a static pressure up to 20 psi above its existing Class 150 pressure class rating. COMMENTS: FY 2022 - This project is expected to be constructed by the Lumina development that will upgrade Cactus Road for the majority of the pipeline alignment. Water services serving adjacent properties may need to be replaced with this reconstruction. FY 2026 - Budget increased from $200K to $210K to account for inflation. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $5 $30 $55 $110 $0 $210 PRIOR YEARS: TOTAL $5 200 P2665 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2024 6/30/2027 6/1/2027 5/30/2029 $10 $35 PROJECT PHASE: 6/1/2027 6/30/2031 $165 PROJECT LOCATION:OWD Map Book:009 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 201 P2666Low Head and High Head Pump Stations Demolition Beth Gentry 6/3/2020 P2083, P2563 2 2 $750,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping Demolish the District’s existing Low Head Pump Station (571-1 Pump Station) and High Head Pump Station (870-1 Pump Station) to a minimum of three feet below grade. Re-grade sites to match surrounding grades. JUSTIFICATION OF PROJECT: The new 870-2 Pump Station is scheduled to be complete in FY 2020. The cost of maintaining the existing 1960s-era Low Head and High Head Pump Stations will eventually outweigh the benefit of serving as a backup to the new 870-2 Pump Station as District staff gains experience and confidence operating the new pump station. The District’s portable trailer pump(s) will provide emergency backup to the new 870-2 Pump Station. COMMENTS: FY 2021 - District staff intends to gain experience and confidence operating the new 870-2 Pump Station during FY 2021 through FY 2022. The Low Head and High Head Pump Stations will be demolished, starting with minimal work in FY 2023 and FY 2024 to disconnect utility services and cap off all connections to adjacent pipelines and remove all hazardous material from the site. An assessment will be done to salvage any usable equipment for District use and determine if any other equipment may have some salvage value. A complete demolition will be scheduled at a later date. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $5 $5 $100 $100 $100 $315 PRIOR YEARS: TOTAL $0 202 P2666 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2027 7/1/2027 12/31/2027 $5 $45 PROJECT PHASE: 1/1/2028 6/30/2035 $700 PROJECT LOCATION:OWD Map Book:055 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 203 P2670Administration and Operations Roof Repairs and Replacement Kent Payne 6/3/2020 P2672 3 2 $438,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General The existing cap sheet torch roofs are to be replaced with a single-ply thermoplastic polyolefin (TPO) roof with polyisocyanurate (ISO) insulation as a moisture barrier. A TPO roofing system is a commercial fire rated roofing product that provides heat- reflective and energy-efficient roofing systems with high resistance to UV, ozone, and chemical exposure. Single-ply TPO roofing systems provide better performance characteristics (e.g., good seam strength, puncture resistance, and weather resistance) and longevity than a modified torch system. JUSTIFICATION OF PROJECT: The roofs of the Administration and Operations buildings are old and degrading and require replacement. COMMENTS: FY 2021 - The District retained West Coast Roof Consulting to evaluate the condition of the roofs on all District facilities and provide an estimate of the cost to repair or service the roofs over the next six (6) years. FY 2023 - Increase project budget from $325K to $350K and identify specific work below: FY 2025 - The estimated costs include the Admin Building 2 (Finance) - $99,125, Operations Offices - $50,000, and FY 2028 - Admin Building 1 - $174,775. FY 2027- Budget increase of $350K to $438K to account for escalation of remaining unbid construction costs to reflect cumulative construction inflation, labor market conditions, and material lead-time impacts. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $18 $20 $50 $50 $150 $150 $438 PRIOR YEARS: TOTAL $0 204 P2670 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2027 7/1/2027 6/30/2029 $18 $25 PROJECT PHASE: 7/1/2029 6/30/2032 $395 PROJECT LOCATION:OWD Map Book:318 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 205 P2672District Roof Repairs and Replacement Program Kent Payne 6/3/2020 P2670 0 2 $425,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General The existing roofs are to be replaced with a single-ply thermoplastic polyolefin (TPO) roof with polyisocyanurate (ISO) insulation as a moisture barrier. A TPO roofing system is a commercial fire-rated roofing product that provides heat-reflective and energy- efficient roofing systems with high resistance to UV, ozone, and chemical exposure. Single-ply TPO roofing systems provide better performance characteristics (e.g., good seam strength, puncture resistant, weather resistant) and longevity than a modified torch system. Also, installing a passive lighting system, such as Solatube, will allow in natural light through the roof. The following sites are included in this replacement program: - Regulatory Site, 11880 Campo Road; 850-2 PS Building 1 - Regulatory Site, 11880 Campo Road; 803-1 PS Building 2 - 980-1 PS, 2406 Otay Lakes Road - 711-1 PS, 10391 Otay Lakes Road; Building 1, 2 & Storage Sheds - 711-3 RES, 520 Hunte Parkway - 980-2 PS, 1230 Eastlake Parkway; Building 1, 2 & 3 - 1004-2 PS, 1306 Buena Vista Avenue JUSTIFICATION OF PROJECT: The roofs are from the original installation. The roofs of these buildings are old and degrading and require replacement. COMMENTS: FY 2021 - The District retained Westcoast Roofing Consulting to evaluate the condition of the roofs on all District facilities and provide an estimate of the cost to repair or service the roofs over the next six (6) years. The cost of this work will be tracked using separate subprojects for each District facility. FY 2023 - Decrease budget from $375K to $340K to reflect completed evaluation. Facilities to be done are listed below: FY 2025 - The estimated costs include: 980-1 PS, 2406 Otay Lakes Road - $42,050, Central - Storage Sheds - $28,800, Central - Building 2 (PS) - $43,650, Reg - 803-1 PS (Bldg #2) - $49,775, Reg - 850-2 PS (Bldg #1) - $77,400, and 680-1 RW PS, 1680 Maxwell Road - $11,250. FY 2027 - Increase the budget from $340K to $425K to account for escalation of remaining unbid construction costs to reflect cumulative construction inflation, labor market conditions, and material lead-time impacts. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $40 $200 $175 $0 $0 $425 PRIOR YEARS: TOTAL $0 206 P2672 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2027 7/1/2027 6/30/2028 $10 $40 PROJECT PHASE: 7/1/2028 6/30/2030 $375 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 207 P2673803-4 Reservoir Interior/Exterior Coating Olivia Ready 6/3/2020 5 2 $2,920,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is for the replacement of the interior and exterior coatings of the 803-4 Reservoir (6.0 MG). In addition, an assessment of the facility will be accomplished to assure compliance with all applicable codes and OSHA standards. JUSTIFICATION OF PROJECT: The 803-4 Reservoir was built in 2006. Based upon the current Cathodic Assessment Report, the interior and exterior coatings are nearing the end of their useful lives and are in need of replacement. COMMENTS: FY 2026 - Budget increased from $2.4M to $2.9M based on latest construction bid costs. FY 2027 - Budget increased from $2.9M to $2.92M to account for annual inflation. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $720 $1,820 $310 $45 $0 $2,920 PRIOR YEARS: TOTAL $15 208 P2673 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2025 7/30/2026 7/1/2026 10/31/2027 $20 $500 PROJECT PHASE: 11/1/2027 6/30/2031 $2,400 PROJECT LOCATION:OWD Map Book:369 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 209 P2674System Pressure Reducing Program Olivia Ready 6/3/2020 0 2 $100,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Energy Perform an evaluation of the District’s Pressure Zones and look for opportunities to permanently reduce the working pressure or establish demand management zones to reduce the pressure in the District’s pipelines and our customers during periods of low demand. JUSTIFICATION OF PROJECT: The District and our customers will benefit by reducing water loss and extending the useful life in District pipelines. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $10 $10 $10 $10 $34 $100 PRIOR YEARS: TOTAL $16 210 P2674 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 6/30/2032 $100 $0 PROJECT PHASE: $0 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 211 P2675458-1 and 458-2 Reservoirs Site Pavement Refurbishment Beth Gentry 6/3/2020 2 2 $450,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution Storage The existing AC pavement constructed around the 458-1 and 458-2 Reservoirs needs to be refurbished. JUSTIFICATION OF PROJECT: The AC pavement has deteriorated, as evidenced by severe alligator or fatigue cracking and surface deformations, including depressions, as a result of weakened subgrade and tree roots. COMMENTS: FY 2021 - The cracks in the AC pavement have allowed water to migrate into the subgrade, weakening the pavement and accelerating the deterioration of the pavement. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $25 $25 $25 $200 $135 $25 $450 PRIOR YEARS: TOTAL $15 212 P2675 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 6/30/2021 7/1/2021 6/30/2028 $5 $55 PROJECT PHASE: 7/1/2027 6/30/2032 $390 PROJECT LOCATION:OWD Map Book:066 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/3/2026Jolene Fielding 213 P2676980-2 PS Replacements and Upgrades Jeff Marchioro 6/2/2021 P2008 1 2 $3,242,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping Rebuild two (2) of four (4) pump control ball valves. Replace three (3) of four (4) ball valve actuators. Replace three (3) of four (4) existing dismantling joints adjacent to existing ball valves. Replace/rebuild existing 4,160 VAC motors. Replace/rebuild existing Distribution Switchgear 4,160 VAC circuit breakers. Replace existing pump motor control centers (MCC). Rebuild the existing automatic transfer switch (ATS) and replace the existing genset controls. Add 4,160 to the 480 VAC transformer. JUSTIFICATION OF PROJECT: Existing pump control ball valves and ball valve actuators are nearing the end of their useful lives. Existing dismantling joints (flange by grooved end spools and grooved end couplings) adjacent to existing ball valves cannot be salvaged due to corrosion when rebuilding existing ball valves. Existing 4,160 VAC pump motors, existing pump motor control centers (MCC), and existing 4,160 VAC circuit breakers serving all four (4) pumps are nearing the end of their useful lives. The existing ATS is not serviceable and has been intermittently unreliable when transferring from generator power back to SDG&E power. A 4,160 to 480 VAC transformer is needed to back up recently replaced pump control valve actuators since the site 4,160 VAC standby generator does not supply power to 480 VAC pump control valve actuators. COMMENTS: FY 2021 - Original CIP approved 6/2/2021 ($375K) - 1) Rebuild pump remaining control ball valve and replace actuators ($90K), 2) Replace remaining dismantling joints ($25K), 3) Pump #1 motor replacement ($100K), 4) Replace/replace circuit breakers ($60K), 5) Staff time ($75K), and 6) Contingency ($25K). FY 2023 - The CIP budget was increased $375K to $725K at 05-11-22 Board Meeting - 1) Pump #4 motor replacement ($149K), 2) Pump #4 existing motor rebuild for future use as a spare ($29K), 3) Pump #3 motor rebuild ($53K), 4) Pump #3 discharge head and wet end rebuild ($52K), 5) Future Pump #2 motor rebuild ($50K), 6) Contingency ($50K), and 7) Reconcile original CIP budget (e.g., rebuild rather than replace Pump #1 motor) (-$33K). FY 2024 - the CIP budget was increased from $725K to $3.15M for - 1) MCC1 & MCC2 replacement ($1.7M), 2) ATS replacement and genset controls for closed transition ($350K), 3) 4,160 to 480 VAC transformer ($300K), and 4) Adjustments to previous estimates ($75K). FY 2024 - Nov 8, 2023 Staff Report - Pump Motor #2 was budgeted for rebuilding of the motor. Third party condition assessment indicated that a full replacement was required. The increased cost was $92K. The budget was adjusted accordingly. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $350 $500 $500 $500 $393 $0 $3,242 PRIOR YEARS: TOTAL $999 214 P2676 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 2/1/2027 7/1/2021 6/30/2027 $10 $200 PROJECT PHASE: 7/1/2021 6/30/2031 $3,032 PROJECT LOCATION:OWD Map Book:114 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 215 P2680PL - 12-inch Pipeline Replacement, 1530 Zone, Vista Diego Road Beth Gentry 6/2/2021 P2639 5 2 $700,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution This project is for the replacement of approximately 400 feet of 8-inch water main within the 1530 Pressure Zone in Vista Diego Road. JUSTIFICATION OF PROJECT: This project will replace mid-1960s-era asbestos concrete pipe originally constructed under As-built number 59-09. The pipe is currently operating with a static pressure up to 20 psi above its existing Class 150 pressure class rating. CIP P2639, Vista Diego Hydropneumatic Pump Station Replacement project, will exacerbate existing distribution system hydraulic challenges since the new Pump Station is planned to increase fire flow from the existing 1,100 to the proposed 1,500 GPM. COMMENTS: FY 2023 - Budget increased from $375K to $425K to reflect current pricing. FY 2026 - Budget increased from $425K to $700K to include a bypass line required for construction and the increase based on a more refined engineer's estimate. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $1 $1 $10 $10 $100 $100 $300 PRIOR YEARS: TOTAL $78 216 P2680 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2030 1/1/2022 12/31/2027 $30 $80 PROJECT PHASE: 1/1/2026 6/30/2033 $590 PROJECT LOCATION:OWD Map Book:322 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/3/2026Jolene Fielding 217 P2681PL-12-Inch, 1655 Zone, Presilla Drive Pipeline Replacement Beth Gentry 6/2/2021 P2040 5 2 $1,950,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution This project is for the replacement of approximately 1760 feet of 8-inch Class 150 and 200 potable water main within the 1655 Pressure Zone in Presilla Drive in Jamul with 12-inch PVC. JUSTIFICATION OF PROJECT: This project will replace the southern portions of the 1979 asbestos concrete pipe originally constructed under As-built number 40-09 in Presilla Drive. Once the 1655-1 Reservoir is constructed, the pressure in the southern pipelines will slightly increase. In preparation for the increased operating pressures, this pipeline is being replaced with higher pressure rated pipe. Includes cost to highline customers during construction. COMMENTS: FY 2023 - Increase overall budget to reflect current bidding costs: $82/in/lf FY 2024 - Project budget adjusted from $1.65M to $1.8M to reflect approximately 1760 feet of pipe replacement included in Brady's 60% design. FY 2026 - Project budget adjusted from $1.8M to $1.95M assuming $92/in/ft unit price. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $20 $300 $400 $500 $500 $100 $1,950 PRIOR YEARS: TOTAL $130 218 P2681 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2027 7/1/2027 6/30/2028 $150 $300 PROJECT PHASE: 7/1/2028 6/30/2032 $1,500 PROJECT LOCATION:OWD Map Book:206 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 219 P2682AMI Project Andrea Carey 6/2/2021 0 2 $870,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Meters and Services As part of the District's Strategic Plan, Strategic Objective I01.1 tasks, staff will be evaluating Advanced Metering Infrastructure (AMI) technology. The last AMR change-out upgraded over 30,000 registers to 4G technology, which allows the District to read these meters either by drive-by or a fixed-based system. Utilizing propagation reports from Master Meter, the District can maximize a fixed base system to read a subset of the District's meters electronically from base stations located within District facilities and analyze the benefits associated with an AMI system. This initial phase would allow staff to evaluate whether such a system would be beneficial for the District during the next phase of meter change-outs beginning in Fiscal Year 2025. JUSTIFICATION OF PROJECT: Many Districts are moving towards AMI, and with a meter change-out planned within the next three (3) years, it is important the District evaluate whether this technology is a good fit for the District. Staff will be looking into grant funds for this CIP and working with Master Meter to provide discounted pricing. The budget is based on the cost of installation of base stations and repeaters as well as potential environmental studies that might need to be conducted during the grant application process. COMMENTS: FY 2022 - The project cost estimate includes $200K in hardware (base station and repeaters), $75K in labor for installation, and $25K in software. FY 2023 - Board approved an increase of the budget on 1/4/2023 to $650K. FY 2025 - Additional funds were added to prepare for the expansion of AMI with the new meter change-out. Total project budget changed from $650K to $1.350M. - On 1/8/2025, Board approved a decrease from $1.350M to $870K with the selected AMI system utilizing cellular data transmission and eliminating the need for some infrastructure. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $50 $50 $46 $40 $0 $0 $870 PRIOR YEARS: TOTAL $684 220 P2682 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 12/31/2029 1/1/2022 6/30/2030 $70 $100 PROJECT PHASE: 7/1/2022 6/30/2030 $700 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $47 $47 $47 $47 $47 $0 $235 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 221 P2683Pump Station Safety, Monitoring, and Automation Improvements Jeff Marchioro 6/2/2021 0 2 $650,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping This CIP will evaluate the need for improving ladder safety equipment and installing grated catwalks, platforms, and railings to improve safety when maintaining pump station equipment and the planning, design, and construction of any recommended improvements. This CIP will also review monitoring equipment and sensors at each pump station. This CIP will plan, design, and construct any recommended vibration monitoring, high-temperature shutoffs and alarms, and any other sensor for any heavy equipment containing rotating or moving parts. This will include power quality monitoring equipment for incoming utility and individual motor power at pump stations. All equipment will alert staff of maintenance needs or immediate intervention to extend the useful life of District equipment and improve the automation of District facilities. JUSTIFICATION OF PROJECT: In addition to improving safety, these improvements will reduce the need to periodically rent equipment to provide access to hard-to-reach District equipment for maintenance or repairs. The monitoring improvements will also reduce or possibly eliminate annual testing, which is currently outsourced, and improve automation at each site. COMMENTS: FY 2026 - Increased the budget by $50K from $500K to $550K to account for the next programmatic improvements for another fiscal year. FY 2027 - Increased the budget from $550K to $650K to extend another year. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $100 $100 $100 $50 $40 $40 $650 PRIOR YEARS: TOTAL $220 222 P2683 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2023 7/1/2023 6/30/2028 $50 $150 PROJECT PHASE: 7/1/2025 6/30/2032 $450 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/1/2026Jolene Fielding 223 P2684Zero Emission Vehicles and Charging Infrastructure Lito Santos 6/8/2022 0 1 $2,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project is for the capital purchase of various electric vehicle equipment for daily District functions. This includes the installation of the charging infrastructure needed to power Zero Emission Vehicles (ZEVs) for light, medium, and heavy-duty electric vehicles. This will reduce the District's operating costs, eliminate emissions, and simplify vehicle maintenance while transitioning to electric vehicles. This will include Level 2 AC and Level 3 DCFC charging stations and new electrical services and panels. JUSTIFICATION OF PROJECT: This aligns with the objectives of the State of California's Executive Order N-79-20 and the Advanced Clean Fleet Regulation to require ZEV purchases when adding to the District's fleet of vehicles. COMMENTS: FY 2023 - Executive Order N-79-20 and the Advanced Clean Fleet Regulation scope includes cities, counties, special districts, and state agencies. ZEV purchases required when adding to the fleet. 50% of 2024-2026 model year vehicles must be ZEVs. 100% of 2027 and newer model years must be ZEVs. Three year exemption in designated counties until 2027 (not San Diego). Plug-in hybrids count the same as ZEVs until 2035. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $300 $100 $300 $50 $50 $50 $1,200 PRIOR YEARS: TOTAL $350 224 P2684 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2022 6/30/2025 7/1/2024 6/30/2030 $195 $350 PROJECT PHASE: 10/31/2025 6/30/2033 $1,455 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 225 P2685980/711 PRS Renovation - Proctor Valley Rd Beth Gentry 6/8/2022 P2083, P2666 3 2 $850,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution Renovation of the existing Pressure Reducing Station (PRS) located near the intersection of Proctor Valley Road and Mount Miguel Road. The PRS supplies water from the 980 Pressure Zone (PZ) to the 711 PZ and 680 PZ during periods of high water demand and serves as a redundant feed for the area. JUSTIFICATION OF PROJECT: The piping and valves at the PRS are showing signs of corrosion and planned replacement. The PRS was constructed in 1992 and has electrical service with sump pump and ventilation fans, which will also be replaced. COMMENTS: FY 2023 - Budget is based upon PRS CIP projects for Melrose Avenue and Oleander Avenue bid in 2021 with adjustments for electrical components and site conditions. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $20 $400 $270 $150 $5 $0 $850 PRIOR YEARS: TOTAL $5 226 P2685 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2025 6/30/2026 7/1/2025 6/30/2028 $5 $225 PROJECT PHASE: 7/1/2027 6/30/2031 $620 PROJECT LOCATION:OWD Map Book:144 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 227 P2686870 PZ Seismic Vault Renovation Lito Santos 6/8/2022 2 2 $400,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission Renovation of the existing Seismic Vault located on the 30-inch potable water line near the 870-2 Pump Station. The vault houses an isolation valve with air valve and blow off assemblies. Replacement of piping, valves, and appurtenances are required as well as the resolution of handling groundwater intrusion into the vault. JUSTIFICATION OF PROJECT: The piping, valves, and appurtenances in the vault are corroded and in need of replacement. The vault was constructed in 2001. COMMENTS: FY 2023 - Budget is based upon altitude valve vault renovation project at the 980 Reservoirs bid in 2021. FY 2024 - Budget increased from $350K to $400K to reflect inflationary conditions. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $60 $95 $95 $100 $50 $0 $400 PRIOR YEARS: TOTAL $0 228 P2686 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2025 6/30/2026 7/1/2026 6/30/2027 $10 $50 PROJECT PHASE: 7/1/2027 6/30/2031 $385 PROJECT LOCATION:OWD Map Book:055 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 229 P2687Steele Canyon Rd Bridge 803 PZ 20-inch WL Renovation David Blalock 6/8/2022 S2079 5 1 $600,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission Replacement of the existing 20-inch steel water line installed on the Steele Canyon Road Bridge that spans the Sweetwater River. Work will be completed in two phases; the first phase will address immediate corrosion concerns of the piping and replace broken pipe supports. The second phase will replace all pipe supports and protective coating of the pipeline. JUSTIFICATION OF PROJECT: The pipeline was constructed in 1990. After a recent repair to an air/vac assembly on the bridge, a follow-up inspection identified corrosion to the pipe and bridge supports. Several portions of the existing pipeline were noted to have corrosion pitting, primarily located at pipe supports. Although the piping has expansion joints, the pipe supports do not provide for movement of the pipeline, which has resulted in wear of the coating and corrosion of the pipe material. COMMENTS: FY 2023 - Staff are developing a yearly inspection program on all suspended potable water, recycled water, and sewer pipelines to identify problem areas for preventive maintenance, repair, or replacement as they reach the end of their useful lives. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $170 $140 $120 $0 $0 $0 $600 PRIOR YEARS: TOTAL $170 230 P2687 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2022 6/30/2025 7/1/2024 6/30/2025 $93 $50 PROJECT PHASE: 7/1/2025 6/30/2029 $457 PROJECT LOCATION:OWD Map Book:344 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/1/2026Jolene Fielding 231 P2688Standby Power Renovations - Potable Water Daniel Stanley 6/8/2022 S2080 0 2 $1,922,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Energy Replacement of Tier 0 standby power systems at the potable water facilities, including 1200-1 Pump Station (PS), 1530-1 PS, 1655-1 PS, 978-1 PS, 1004-2 PS, administration building and 711-1 PS and other standby power systems needing replacement. Systems typically include generator unit, transfer switch, fuel storage tank, and appurtenances. Where replacement tanks will be installed, these will be double containment units to reduce potential fuel spills. JUSTIFICATION OF PROJECT: APCD is expected to phase out the permitting of Tier 0 generators. No timetable has been set at this time. COMMENTS: FY 2024 - CIP budget increased from $750K to $1.5M based on itemized capital purchases projected spending. 11/6/24 - Board approved an increase in the 6-year CIP from $833K to $996K. Note that the Total Project Budget did not change. FY 2027 - Increase the budget from $1.5M to $1.922M to account for the extension of an additional year and earlier upgrades (e.g., backup power for IT). FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $542 $200 $0 $400 $0 $300 $1,922 PRIOR YEARS: TOTAL $480 232 P2688 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2022 6/30/2032 $1,922 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 233 P2689944-1-9 Pump Station Meter Vault Renovation Beth Gentry 6/8/2022 5 2 $200,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission Renovation of existing flow meter vault at the 944-1-9, including replacement of piping, meter, and appurtenances. Resealing of wall penetrations are needed to prevent groundwater infiltration into the vault. JUSTIFICATION OF PROJECT: The piping and meter in the vault show evidence of corrosion. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $25 $75 $50 $25 $25 $0 $200 PRIOR YEARS: TOTAL $0 234 P2689 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2027 7/1/2027 6/30/2028 $25 $75 PROJECT PHASE: 7/1/2028 6/30/2031 $100 PROJECT LOCATION:OWD Map Book:321 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 235 P2690850-4 Reservoir Interior/Exterior Coating Olivia Ready 6/8/2022 3 2 $2,420,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is for the replacement of the interior and exterior coatings of the 850-4 Reservoir (2.2 MG). In addition, an assessment of the facility will be accomplished to assure compliance with all applicable codes and OSHA standards. JUSTIFICATION OF PROJECT: The 2.2 MG 850-4 Reservoir was built in 2009. Based upon the current Cathodic Assessment Report, the interior and exterior coatings are nearing the end of their useful lives and are in need of replacement. COMMENTS: FY 2026 - Budget increased from $1.85M to $2.4M based on latest construction bid costs. FY 2027 - Budget increased from $2.4M to $2.42M to account for annual inflation. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $50 $1,570 $775 $10 $0 $2,420 PRIOR YEARS: TOTAL $5 236 P2690 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 3/1/2025 7/1/2027 7/1/2027 6/30/2029 $15 $430 PROJECT PHASE: 7/1/2029 6/30/2031 $1,975 PROJECT LOCATION:OWD Map Book:317 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 237 P2691City of San Diego - Otay 2nd Pipeline Phase 4 Interconnections Relocation Olivia Ready 6/7/2023 4 1 $1,180,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission Relocation of two interconnections to the City of San Diego Otay 2nd Pipeline at Telegraph Canyon Road and East H Street. JUSTIFICATION OF PROJECT: The City of San Diego (City) is working on Phase 4 of the replacement of the 40-inch potable water line between Telegraph Canyon Road and Bonita Road with a 48-inch pipeline. The District has interconnections to this line at East H Street and Telegraph Canyon Road that will need to be replaced to conform to the new construction. FY 2024 - In 2022, the City was in the early stages of planning the alignment of the new pipeline; their design is expected to be nearing completion in FY 2024 but not starting construction until FY 2026. At this time, they have limited information available on where the new interconnections will be made and what construction methods may be implemented at these locations. FY 2027 - The City is in the 100% design stage. The two interconnection relocations have been identified and are being considered. New interconnection agreements with the City are being evaluated and will be finalized concurrently with the City finalizing their pipeline design. The City is expected to finalize the design in early FY 2028, begin construction in FY 2028, and end construction in FY 2031-2032. COMMENTS: FY 2026 - The total budget increased from $1M to $1.17M to account for annual inflation and anticipated easement acquisition. FY 2027 - The total budget increased from $1.17M to $1.18M to account for annual inflation. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $95 $250 $300 $200 $100 $90 $1,160 PRIOR YEARS: TOTAL $125 238 P2691 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2024 7/1/2024 12/31/2027 $24 $406 PROJECT PHASE: 1/1/2028 6/30/2033 $750 PROJECT LOCATION:OWD Map Book:096, 111 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/1/2026Jolene Fielding 239 P26921485-2 PS Yard Piping Modifications Beth Gentry 6/5/2024 P2040, P2642 5 2 $600,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission Create potable trailer pump connections and replace existing 1960s-era steel yard piping remaining at the 1485-2 Pump Station between 1485-2 Pump Station building and Lyons Valley Road. JUSTIFICATION OF PROJECT: The trailer pump connections would be used to mobilize a portable trailer-mounted pump station as a backup to the 1485-2 Pump Station. The existing 1960s-era thin-wall steel piping, which serves as the suction and discharge for the 1485-2 Pump Station, has reached the end of its useful life. Recently, the existing 1960s-era steel piping was emergency repaired by District in-house forces. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $20 $150 $400 $30 $0 $0 $600 PRIOR YEARS: TOTAL $0 240 P2692 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2029 7/1/2029 6/30/2030 $3 $97 PROJECT PHASE: 7/1/2029 6/30/2030 $500 PROJECT LOCATION:OWD Map Book:323 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 241 P2693PL – 12 & 16-inch, 1296 Zone, Jefferson Rd., Lyons Valley Rd to Jamul Dr. Lito Santos 6/5/2024 P2058, P2171 5 2 $3,950,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for construction of approximately 1,800 feet of 16-inch and 2,300 feet of 12-inch pipeline within the 1296 Pressure Zone (PZ) along Jefferson Road and Lyons Valley Road. JUSTIFICATION OF PROJECT: This potable water pipeline was installed in 1962 and is nearing the end of its useful life. This section of pipe has been repaired four (4) times. In 2009 and 2011, a water service connection break was repaired. Two (2) main breaks occurred in 2022. Other segments of this 1962-era pipe have also been repaired and are scheduled to be replaced under other projects (see CIPs P2058 & P2171). COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $20 $250 $480 $1,350 $1,050 $791 $3,950 PRIOR YEARS: TOTAL $9 242 P2693 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2027 7/1/2027 6/30/2028 $29 $250 PROJECT PHASE: 7/1/2028 6/30/2032 $3,671 PROJECT LOCATION:OWD Map Book:308,322,323 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 243 P2694Operations Replacement Communication Radios Daniel Stanley 6/7/2023 S2080 0 2 $155,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This CIP will be for the purchase and installation of eighty-four (84) VHF vehicle mounted radios, ten (10) hand-held radios, one (1) repeater, and to modify the District's existing FCC license to the updated frequencies. JUSTIFICATION OF PROJECT: The two-way radio industry has dropped support for low band (ULF) frequency radios. They no longer manufacture new radios or repair parts for existing radios. The new radios are expected to have a useful life of ten (10) years. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $60 $85 $0 $0 $0 $155 PRIOR YEARS: TOTAL $0 244 P2694 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2026 6/30/2029 $155 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/1/2026Jolene Fielding 245 P2695Relocation of Data Center Michael Kerr 6/5/2024 0 2 $250,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Staff is requesting funding to conduct a data center relocation assessment. Recent environmental and minor physical problems have caused problems for the District’s existing data center. The room was constructed over two decades ago and is beginning to exhibit signs of aging. In addition to weather conditions and equipment weight producing waves in data center flooring, the space is bigger than necessary due to the staff’s technology consolidation of equipment. JUSTIFICATION OF PROJECT: The room was constructed over two decades ago and is beginning to exhibit signs of aging. COMMENTS: FY 2024 - An assessment of the existing facility and alternative locations will be prepared and this budget will be updated based on the results of the assessment. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $25 $25 $25 $25 $0 $0 $250 PRIOR YEARS: TOTAL $150 246 P2695 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2024 6/30/2025 7/1/2025 6/30/2026 $25 $25 PROJECT PHASE: 7/1/2026 6/30/2030 $200 PROJECT LOCATION:OWD Map Book:318 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 247 P26961296-1 Reservoir Interior/Exterior Coating Olivia Ready 6/5/2024 P2708 5 2 $1,710,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is for the interior and exterior coatings of the 1296-1 Reservoir (1.0 MG). In addition, an assessment of the facility will be accomplished to assure compliance to all applicable codes and OSHA standards. JUSTIFICATION OF PROJECT: Based upon the 2022 Cathodic Assessment Report, the 1296-1 Reservoir interior and exterior coatings are near the end of their useful lives and are in need of replacement. COMMENTS: FY 2026 - Budget increased from $1.4M to $1.7M based on latest construction bid costs. FY 2027 - Budget increased from $1.7M to $1.71M to account for annual inflation. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $1 $1 $48 $330 $580 $750 $1,710 PRIOR YEARS: TOTAL $0 248 P2696 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2028 6/30/2029 7/1/2029 6/30/2030 $20 $300 PROJECT PHASE: 7/1/2030 6/30/2032 $1,390 PROJECT LOCATION:OWD Map Book:307 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/31/2026Jolene Fielding 249 P2697Valve Replacement Program - Phase 2 Jeff Marchioro 6/5/2024 P2610 0 1 $12,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution This CIP project is for the replacement of non-functioning isolation valves on the potable water system. Phase 2 is expected to replace an average of eighty (80) valves per year during the ten-year CIP starting with twenty (20) valves in FY 2024 and FY 2025 while the criticality of the valves in the system is assessed and ranked. The replacement pace increases to keep up with the expected increase of non-functioning critical valves in the system. Life expectancy of valves is 70 years. The focus of the replacements is expected to be mainly in the La Presa and Rancho San Diego areas during the first couple of years, moving to other critical areas in the following fiscal years. JUSTIFICATION OF PROJECT: Working isolation valves are vital to the efficient operation of the water system. Life expectancy is assumed to be seventy (70) years from various data sources, although this can be dependent on the maintenance of the valves. An average replacement cost of $15K/valve is expected over the duration of the CIP. Staff will be using InfoAsset Planner software's valve criticality tool along with the valve exercising list of non-functioning valves to prioritize the replacement of valves. COMMENTS: FY 2024 - Phase 1 was initiated in FY 2020 with a budget of $2M; with the first valves replaced in FY 2021, and the CIP approaching the budget limit in FY 2023. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $500 $500 $500 $500 $750 $1,800 $5,990 PRIOR YEARS: TOTAL $1,440 250 P2697 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2040 $12,000 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/1/2026Jolene Fielding 251 P2698RWCWRF Improve Fire Sprinkler Protection System (P) Kent Payne 6/5/2024 5 2 $100,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage Install automatic sprinklers in the Operations & Lab Building, Blower Building, Effluent Pump Building, and Emergency Generator canopy. Replace the lawn sprinklers on the roof perimeter with conventional fire sprinklers. JUSTIFICATION OF PROJECT: This recommendation was a result of an inspection by ACWA JPIA on 1/26/2023. COMMENTS: FY 2024 - Overall budget of $225K to be split evenly between sewer, recycled water, and potable water CIPs. FY 2027 - Increase the budget from $75K to $100K to account for escalation of remaining unbid construction costs to reflect cumulative construction inflation, labor market conditions, and material lead-time impacts. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $30 $60 $0 $0 $0 $100 PRIOR YEARS: TOTAL $0 252 P2698 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2024 6/30/2029 $100 PROJECT LOCATION:OWD Map Book:319 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/1/2026Jolene Fielding 253 P2699Miscellaneous Replacements and Improve Fire Sprinkler Protection System in the Warehouse Kent Payne 6/5/2024 5 2 $636,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Improve sprinkler protection in the warehouse. Regulatory Shop Rollup Doors: replace existing sliding doors and garage style door and covered Shelter Sun Protective Fabric Siding. Warehouse gutter replacement 400 linear feet custom formed galvanized with down spouts, warehouse floor refinishing, and safety striping and Fleet Shop safety striping. JUSTIFICATION OF PROJECT: The cost estimate and schedule were based on the following: 1) Improve sprinkler protection in the warehouse. Sprinkler protection is needs to be improved to accommodate the steep ceiling slope ($235K), 2) Regulatory Shop rollup Doors - replace existing sliding doors and garage style door $25K plus $5K in electrical and lighting, covered Shelter Sun Protective Fabric Siding (to protect composite pipe from sun damage) ($45K), 3) Warehouse Gutter Replacement 400 linear feet custom formed galvanized with down spouts, warehouse floor refinishing and safety striping with Fleet Shop safety striping, and Pump/Electric Shop enhancements ($45K). COMMENTS: FY 2025 - Improvements are needed in the Operations building including carpet and paint estimated at $100K for both. The total increase in FY 2025 is $200K. FY 2027 - Increase budget from $525K to $636K to account for escalation of remaining unbid construction costs to reflect cumulative construction inflation, labor market conditions, and material lead-time impacts. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $20 $95 $300 $130 $2 $0 $636 PRIOR YEARS: TOTAL $89 254 P2699 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2027 $0 $0 PROJECT PHASE: 7/1/2026 6/30/2031 $636 PROJECT LOCATION:OWD Map Book:318, 343 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/1/2026Jolene Fielding 255 P2700Pump Station Equipment Replacement Program Jeff Marchioro 6/7/2023 0 1 $1,812,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping This project is for the replacement or rebuild of pump station motor control equipment, motors, pumps, pump valves, actuators, and other equipment along with the cost of labor to install the replacement equipment and maintain adequate inventory of spare parts. JUSTIFICATION OF PROJECT: To allow for the efficient replacement of equipment at District pump stations. COMMENTS: FY 2024 - The basis for the annual estimate of expenditures is the replacement of one (1) pump motor and one (1) vertical pump assembly every year on an as-needed basis. FY 2026 - Pumps continue to age and require upgrades and replacement so money should be programmed in the budget each year. FY 2027 - The total budget increased from $1.250M to $1.812M to extend funding for another fiscal year, equipment newly identified for replacements, and account for an increase in pump replacement costs. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $337 $375 $150 $150 $150 $150 $1,812 PRIOR YEARS: TOTAL $500 256 P2700 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2032 $1,812 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/4/2026Beth Gentry 257 P2706PL-16-Inch Transmission Main Assessment & Repair, 980 Zone, Olympic Parkway David Blalock 6/5/2024 1 1 $3,091,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the condition assessment and repair of failed joints within approximately 3,500 feet of 16-inch cement mortar lined and coated transmission main along Olympic Parkway east of E. Palomar Street. JUSTIFICATION OF PROJECT: Four (4) leaks have been repaired along the 16-inch, 2002-era steel transmission main, constructed under As-built Number 330- 22, due to corrosion caused by missing interior mortar at interior joints. During the most recent repair completed in November 2023, approximately 100-feet of the pipe was inspected via CCTV, which identified missing mortar at other joints that had not yet been repaired. An assessment is needed to determine the condition of the pipeline joints throughout the pipeline. The condition assessment will also include inspection of accessible adjacent pipelines constructed under different As-Built numbers as convenient during inspection of the steel transmission main constructed under As-Built number 330-22. COMMENTS: FY 2026 - Increased budget total $60K from $3M to $3.06M to account for increases in construction labor and materials. FY 2027 - Increased budget total $31K from $3.06M to $3.091M to account for increases in construction labor and materials. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $100 $1,446 $1,300 $50 $0 $0 $3,091 PRIOR YEARS: TOTAL $195 258 P2706 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2024 6/30/2026 7/1/2026 6/30/2027 $195 $100 PROJECT PHASE: 7/1/2027 6/30/2030 $2,831 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 259 P27081296-2 Reservoir Interior/Exterior Coating Olivia Ready 6/5/2024 P2696 5 2 $2,570,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is for the interior and exterior coatings of the 1296-2 Reservoir (2.0 MG). In addition, an assessment of the facility will be accomplished to assure compliance to all applicable codes and OSHA standards. JUSTIFICATION OF PROJECT: Based upon the 2022 Cathodic Assessment Report, the 1296-2 Reservoir interior and exterior coatings are nearing the end of their useful lives of about 20 years and are in need of replacement. COMMENTS: FY 2025 - The 1296-2 Reservoir will be done after the 1296-1 Reservoir (P2696). FY 2026 - Budget increased from $2M to $2.55M based on latest construction bid costs. FY 2027 - Budget increased from $2.55M to $2.57M to account for annual inflation. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $1 $1 $98 $220 $1,600 $650 $2,570 PRIOR YEARS: TOTAL $0 260 P2708 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2029 7/1/2029 6/30/2030 $100 $220 PROJECT PHASE: 7/1/2030 6/30/2032 $2,250 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 261 P2709ADA Compliance for Administration and Operation Buildings Kent Payne 6/5/2024 3 3 $500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Prepare an assessment of the District's Administration and Operations buildings to comply with current ADA requirements for visitors and staff. JUSTIFICATION OF PROJECT: The ADA requirements have evolved over time, and an update is needed. An architect will be selected to prepare an assessment, recommend improvements, and prepare plans and specs for the award of a construction contract for the improvements (staff will need to charge time initially to select a consultant for the professional services). The cost estimate and schedule of spending were based on the following: ten (10) restrooms including plumbing (approximately 216 sq. ft. each and $135/sq. ft.): $291.6K; six (6) kitchen modifications ($5K ea.): $30K; public entrance (end of its useful life of 25 years and should be upgraded to slide rather than swing out): $45K; four (4) automatic doors ($17K ea.): $68K; ramp and access: $18K; EV charger access; $15K; and professional services from an architect or similar: $30K. The estimated total is $500K. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%50%0%0%50% Replacement 0%0%50%0%50% TOTAL:0%50%50%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $100 $383 $0 $0 $0 $0 $500 PRIOR YEARS: TOTAL $17 262 P2709 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2025 6/30/2026 7/1/2026 6/30/2027 $5 $100 PROJECT PHASE: 7/1/2027 6/30/2028 $383 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 263 P2710Conversion of the 803-4 Reservoir Disinfection System to LAS Juliana Luengas 6/5/2024 5 2 $500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Treatment In 2020, the District amended the State Water Resources Control Board's domestic water supply permit with DDW at the 803-4 Reservoir for the installation of a permanent chemical feed system and mixer using 19.5% aqueous ammonia in a 250-gallon tank. The District is considering converting from the 19.5% aqueous ammonia system to 40% liquid ammonium sulfate (LAS). The existing system is anticipated to be compatible with the LAS conversion. The project is the permitting of the new chemical with the Regional Board and will be used as a pilot or template for up to eight (8) other sites. JUSTIFICATION OF PROJECT: Unlike aqueous ammonia, LAS has an indefinite storage life, is odorless, non-toxic, and safer to use and store. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $50 $400 $45 $0 $0 $500 PRIOR YEARS: TOTAL $0 264 P2710 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2027 7/1/2027 6/30/2028 $5 $50 PROJECT PHASE: 7/1/2028 6/30/2030 $445 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 265 P2711City of Tijuana Pipeline Connection Upgrades Olivia Ready 6/5/2024 2 2 $660,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission Replace the existing control valves with control valves that can be monitored and operated remotely. Additionally, replace the backflow preventers onsite. JUSTIFICATION OF PROJECT: A power service connection will be required to operate the new equipment. Phasing of this improvement could coincide with future replacements of the manual control valves as they continue to experience increasing maintenance issues, indicating they are nearing the end of their useful lives. COMMENTS: FY 2025 - The District plans to proceed only after the money from Mexico is received. FY 2026 - Budget increased from $300K to $650K accounting for power, automation, and the addition of a backflow preventer to meet flows requested by Tijuana. The added backflow requires an expansion of the perimeter work and appurtenances. The District plans to proceed only after the money from Mexico is received. FY 2027 - Budget increased from $650K to $660K to account for annual inflation. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $11 $35 $40 $260 $300 $660 PRIOR YEARS: TOTAL $9 266 P2711 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 6/10/2024 6/30/2028 7/1/2027 12/8/2029 $20 $125 PROJECT PHASE: 7/1/2029 6/30/2032 $515 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/1/2026Jolene Fielding 267 P2712PL-12-Inch Steel Pipeline Replacement, 850 Zone, Sweetwater Springs Blvd, Southeast of Jamacha Blvd. Lito Santos 6/5/2024 3 2 $2,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission Approximately 1,900 LF of 12-inch steel pipe installed in 1960 has experienced several leaks, indicating that it is nearing the end of its useful life. JUSTIFICATION OF PROJECT: The District's Asset Management Program identified this pipeline as a higher-ranked pipeline for replacement. Sections of the pipeline have been replaced over time, and the remaining sections have required repairs, with the most recent leak repair in 2023. The rough cost estimate at this early stage is based on $90/in-dia. LF, which is reflective of the District's recent installation costs (2024). Design is estimated to be about 15% of construction costs ($300K). About $50K is needed as preparation for design (RFP, geotech data, etc.). COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $50 $100 $300 $300 $300 $1,060 PRIOR YEARS: TOTAL $0 268 P2712 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2028 7/1/2028 6/30/2029 $60 $100 PROJECT PHASE: 7/1/2029 6/30/2033 $1,840 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 269 P2713PL-14-Inch ACP Pipeline Replacement, 640 Zone, SR125 Crossing and Orville Street Beth Gentry 6/5/2024 2 3 $2,500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission Approximately 2,000 LF of steel pipe installed in 1958. This is a critical pipeline under the SR-125 freeway and is a critical redundant source for the District’s customers west of the freeway. Alternatives to an open trench or jack and bore will be considered as the right-of-way within the freeway, which will limit traditional construction techniques. JUSTIFICATION OF PROJECT: The District's Asset Management Program identified this pipeline as a higher-ranked replacement. The rough cost estimate at this early stage is based on $ per in-diameter and linear foot. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $20 $80 $200 $600 $600 $1,000 $2,500 PRIOR YEARS: TOTAL $0 270 P2713 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2028 7/1/2028 6/30/2029 $100 $200 PROJECT PHASE: 7/1/2029 6/30/2032 $2,200 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 271 P2715Replacement and Update of District’s Utility Network Framework Ming Zhao 6/5/2024 0 1 $450,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General The Capital Improvement Project is designed to modernize our Esri Geographic Information System (GIS) infrastructure by migrating the District’s current Geometric Network to the Utility Network (UN) framework. JUSTIFICATION OF PROJECT: This strategic initiative aligns with the District’s commitment to advancing technological capabilities, enhancing data management, optimizing operational workflows, and advancing the asset management program. Given that Esri's geometric network support is set to expire in 2027 and will no longer be supported, the utility network (UN) framework migration is essential to the future support of the District’s Asset Management Program and related objectives. The new UN framework features not available in the current framework include, but are not limited to, advanced modeling, advanced performance capabilities, asset management dashboards and portals, and enhanced data management. Beyond these immediate feature advancements, the utility network has long-term benefits in terms of operational efficiency and adaptability to meet the strategic objectives of the District. This migration represents more than a technical upgrade; it’s an essential service component that touches everything from field data collection to the budgeting of capital asset projects and replacements. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%67%0%67% Betterment ID 22 0%33%0%0%33% TOTAL:0%33%67%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $250 $0 $0 $0 $0 $0 $450 PRIOR YEARS: TOTAL $200 272 P2715 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2025 6/30/2026 7/1/2025 6/30/2026 $100 $100 PROJECT PHASE: 7/1/2026 6/30/2027 $250 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 273 P2716520 Recirculation Pump Station Upgrades Marciano Santos 6/4/2025 5 2 $80,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Treatment This project is to install two (2) additional mixers with injectors at the 520 recirculation pump station. JUSTIFICATION OF PROJECT: The 520 Reservoir has a recirculation system for water quality purposes that operates using three (3) recirculation pumps. Under a pilot project, Pump 3 was retrofitted with a mixer with chemical injectors. This project will provide redundancy in the chemical feed system by installing two (2) additional mixers with injectors, one (1) mixer each for Pump 1 and Pump 2. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $0 $0 $0 $0 $0 $80 PRIOR YEARS: TOTAL $75 274 P2716 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2025 7/31/2025 8/1/2025 8/29/2025 $10 $40 PROJECT PHASE: 9/2/2025 6/30/2027 $30 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $1 $1 $1 $1 $1 $0 $5 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/1/2026Jolene Fielding 275 P2717Otay Mesa Pipeline Cathodic Protection Improvements - Phase 2 Beth Gentry 6/4/2025 P2648 2 3 $250,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the replacement and repairs of existing/missing cathodic protection systems on various pipelines in the Otay Mesa Area of the District. A few of the pipelines are located on Otay Mesa Road, Airway Road, Donovan State Prison Road, Otay River Crossing, and US/Mexico FCF. JUSTIFICATION OF PROJECT: The ongoing Cathodic Protection Program efforts have identified various pipelines for anode replacement, cathodic test station repairs, installation of isolation kits, and repair of existing anode beds. This CIP has been budgeted based on recommendations and cost estimates found in the Otay Water District’s Cathodic Protection Program 2024 Annual Report. Up to twenty-five (25) cathodic protection systems may be repaired under this CIP. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%50%0%0%50% Replacement 0%0%50%0%50% TOTAL:0%50%50%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $1 $50 $50 $60 $50 $39 $250 PRIOR YEARS: TOTAL $0 276 P2717 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2028 7/1/2028 6/30/2029 $51 $50 PROJECT PHASE: 7/1/2029 6/30/2032 $149 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 277 P2718Utility Billing (UB) Software Michael Kerr 6/4/2025 0 1 $946,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Customer Service Software purchase and implementation of a Utility Billing (UB) system compatible with the District's needs. A separate UB software is needed apart from the (new) Munis/EERP UB module, which exhibits significant functionality gaps that prevent it from meeting the District's operational needs. The Munis/EERP module lacks the flexibility to support the District's complex rate structures, essential for accurate billing and reflecting diverse service needs. Additionally, the module does not provide self- service options, an increasingly critical feature for modern customer expectations. The module also lacks reporting capabilities essential for informed decision-making and performance tracking. Moreover, the lack of compatibility with the District's reporting tools limits staff's ability to analyze and manage billing data effectively. JUSTIFICATION OF PROJECT: Pursuing custom enhancements within the Munis system to meet the District's billing needs is neither feasible nor cost-effective in the long run. The extensive customization required would introduce unnecessary complexity and financial strain, outweighing the benefits of remaining within the Munis framework. In contrast, integrating a third-party UB solution offers a more viable and sustainable approach, providing a proven system with built-in capabilities specifically designed to address the District's unique utility billing requirements. COMMENTS: FY 2026 - On 7/2/25, the Board approved Item 6.d to decrease the budget from $1.675M to $945.12K after proposals came in lower than expected. FY 2027 - Rounding the total budget to $946K. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%75%0%0%75% Replacement 0%0%25%0%25% TOTAL:0%75%25%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $150 $500 $165 $0 $0 $0 $946 PRIOR YEARS: TOTAL $131 278 P2718 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2025 6/30/2026 7/1/2026 6/30/2027 $131 $150 PROJECT PHASE: 7/1/2027 6/30/2029 $665 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 279 P2719Misc. Safety Equipment Emilyn Zuniga 6/4/2025 0 1 $40,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Safety equipment is needed for confined space entry, fall protection, and other similar needs. JUSTIFICATION OF PROJECT: Existing equipment is aging and requires replacement, and new equipment is needed to ensure safe work environments. COMMENTS: FY 2027 - The budget increased from $15K to $40K to include fall protection equipment. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $25 $0 $0 $0 $0 $0 $40 PRIOR YEARS: TOTAL $15 280 P2719 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2025 6/30/2027 $40 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/1/2026Jolene Fielding 281 P2720Admin Equipment Replacement Ming Zhao 6/3/2026 3 2 $14,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project replaces an aging, end-of-life large-format GIS printer with a modern 60-inch Canon GP-6600D to ensure reliable, accurate, and efficient production of engineering, construction, and emergency response maps that support the District’s capital projects and asset management programs. JUSTIFICATION OF PROJECT: The District’s 8-year-old HP DesignJet Z6800 is approaching end-of-life and poses increasing risks of failure, service delays, and parts unavailability, which could disrupt critical GIS, engineering, and emergency response operations. The replacement Canon GP-6600D provides significantly improved reliability, color accuracy, and dual-roll productivity needed to support the District’s growing Capital Improvement Program, Utility Network, Asset Management, and other initiatives. Upgrading the printer will reduce downtime, lower long-term operating costs, improve map quality for field crews and contractors, and ensure the District can continue producing accurate, large-format maps in-house to support construction, maintenance, and emergency operations. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $14 $0 $0 $0 $0 $0 $14 PRIOR YEARS: TOTAL $0 282 P2720 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2027 $14 $0 PROJECT PHASE: $0 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/24/2026Beth Gentry 283 P2721Survey Equipment and Software Michael O'Donnell 6/3/2026 0 1 $45,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Purchase of replacement surveying equipment and software, including the Trimble Survey GPS R980 Rover Receiver and Data Collector Package with software. JUSTIFICATION OF PROJECT: The current Trimble GPS Survey equipment has limited life and is discontinued by the manufacturer so repairs and spare parts are limited. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $45 $0 $0 $0 $0 $0 $45 PRIOR YEARS: TOTAL $0 284 P2721 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2026 6/30/2027 $45 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $8 $8 $8 $8 $8 $8 $48 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/24/2026Beth Gentry 285 P2722Potable Disinfection Equipment Replacement and Improvement Program Marciano Santos 6/3/2026 0 2 $1,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Treatment Replace disinfection equipment, including but not limited to tank mixers, chemical feed metering pumps, chemical tanks, and chlorine residual analyzers, as needed. JUSTIFICATION OF PROJECT: Several existing chemical feed metering pumps and chemical tanks are approaching the end of their service lives. Four (4) total chlorine analyzers manufactured by Wallace & Tiernan (W&T) are obsolete, do not have SCADA connectivity, are no longer supported by W&T, and are approaching the end of their service lives. Five (5) analyzers manufactured by HACH will no longer be supported by the manufacturer starting January 2026. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $60 $165 $200 $200 $200 $175 $1,000 PRIOR YEARS: TOTAL $0 286 P2722 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2030 7/1/2026 6/30/2030 $10 $40 PROJECT PHASE: 7/1/2026 6/30/2032 $950 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 287 P2723870-2 Pump Station Additional Pump Beth Gentry 6/3/2026 P2083, P2666 2 1 $1,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping Utilize empty barrel #3 to add an additional pump. The associated work includes an electric motor, motor control center, and discharge piping. JUSTIFICATION OF PROJECT: The 870-2 Pump Station was built with two electric motor–driven pumps and two natural gas–engine driven pumps. The original design and construction also included provisions for a fifth pump—a dedicated pump barrel and allocated space in the layout. For operational efficiency, the fifth pump is required. In addition to improved efficiency, it will accommodate buildout per the 2015 WFMP. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 17%0%0%0%17% Replacement 0%0%83%0%83% TOTAL:17%0%83%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $200 $800 $0 $0 $0 $0 $1,000 PRIOR YEARS: TOTAL $0 288 P2723 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2028 7/1/2026 6/30/2028 $0 $50 PROJECT PHASE: 7/1/2026 6/30/2028 $950 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/24/2026Beth Gentry 289 P2724PL - 8-inch, 640 Zone, Ramona Ave and Maria Ave Replacement David Blalock 6/3/2026 3 1 $1,420,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution The pipeline along Ramona Avenue starting at Apple Street going northward about 950 LF and also Maria Avenue starting at Apple Street going northward about 950 LF will be upsized from 4-inch to 8-inch. JUSTIFICATION OF PROJECT: A portion of the existing 6-inch pipe in Birch Street between Ramona Avenue and Maria Avenue is out of service due to a private contractor who caused the break. As a result, the fire flow is reduced. The property owner is on notice for related damages, and a portion of the CIP expenses are anticipated to be recovered from the owner. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $100 $500 $500 $300 $20 $0 $1,420 PRIOR YEARS: TOTAL $0 290 P2724 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 12/31/2026 1/1/2027 12/31/2027 $20 $280 PROJECT PHASE: 1/1/2028 6/30/2031 $1,120 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 291 P2725Material Storage Facility Improvements Zachary Thornton 6/3/2026 0 2 $900,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution This project provides for the design and construction of pipe storage improvements at multiple locations, including the third lot (upper parking lot) at Headquarters and the Regulatory and 30 Million sites (624-3 Reservoir/980-2 Pump Station). The design, construction, and/or improvements will include ensuring supported storage, sun protection, accessibility, and safety features (including slope stability and other measures). Pipe racks will keep materials elevated and secure, improving accessibility, reducing handling time, and minimizing the risk of damage or injury during movement. A canopy will protect pipes from prolonged sun and weather exposure, which can cause material deterioration, fading of identification markings, and reduced service life. JUSTIFICATION OF PROJECT: The proposed covered pipe racks are required to properly store large diameter pipes and protect them from damage, degradation, and safety risks. Storing pipes directly on the ground exposes them to moisture, contamination, deformation, and handling hazards. Pipe racks will keep materials elevated and secure, improving accessibility, reducing handling time, and minimizing the risk of damage or injury during movement. A canopy will protect pipes from prolonged sun and weather exposure, which can cause material deterioration, fading of identification markings, and reduced service life. The proposed protective coverings of aggregate material at the Regulatory and 30 Million sites (624-3 Reservoir/980-2 Pump Station) will significantly reduce costs in labor required to tarp and process material. Currently, Utility Maintenance (UM) spends approximately $23,400 annually on labor tarping material during the wet season, not including the extra time spent by drivers to load material when stockpiles are covered. Installing permanent covers would significantly reduce these labor costs, maintain consistent moisture levels, and prevent both over saturation during rain and excessive drying during hot weather. Based on the 2025 work data, there is estimated to be an annual savings of approximately $44,000. Therefore, the new protective coverings at these sites would be a cost-effective solution for the Otay Water District, improving efficiency and productivity. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%70%0%0%70% Replacement 0%0%30%0%30% TOTAL:0%70%30%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $50 $200 $170 $160 $160 $160 $900 PRIOR YEARS: TOTAL $0 292 P2725 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 12/31/2026 7/1/2026 12/31/2026 $50 $50 PROJECT PHASE: 1/4/2027 6/30/2032 $800 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 ($44)($44)($44)($44)($44)($220) $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/24/2026Beth Gentry 293 P2726RWCWRF HVAC Replacement and Upgrades (P) Kent Payne 6/3/2026 A09 (R), A10 (S) 3 1 $85,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Replacement of HVAC, ductwork, electrical, and controls for approximately 3,500 sq. ft. at the RWCWRF. JUSTIFICATION OF PROJECT: The HVAC equipment, ducks, electrical, and controls is obsolete. The project will be coordinated with related fire sprinkler work to reduce disruption and mobilization costs and improve safety, reliability, and compliance. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $25 $50 $0 $0 $0 $85 PRIOR YEARS: TOTAL $0 294 P2726 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2026 6/30/2029 $85 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/24/2026Beth Gentry 295 P2727Office Furniture and Workstation Modernization Kent Payne 6/3/2026 3 1 $200,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Replacement and modernization of office furniture and workstations as the facilities age and become obsolete. JUSTIFICATION OF PROJECT: This project is needed to replace obsolete cubicles and office furniture and to support ongoing, phased modernization of workspaces across the District. Approximately $90,000 is allocated to immediate Customer Service improvements, where the existing cubicle systems are approximately 30 years old and can no longer be maintained due to unavailable replacement components. The current Customer Service layout was reconfigured to accommodate Meter Shop functions that have since relocated, resulting in inefficient space utilization and a configuration that no longer supports current needs. The Customer Service improvements will reconfigure the space to improve supervisor visibility, provide appropriate privacy and acoustics for customer service calls, and incorporate ergonomically appropriate workstations that support employee health, productivity, and effective service delivery. The remaining project funding is intended to support future, incremental replacement and modernization of cubicles and office furniture in other administrative and operational areas as needs arise. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $100 $25 $25 $25 $25 $0 $200 PRIOR YEARS: TOTAL $0 296 P2727 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2026 6/30/2031 $200 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/24/2026Beth Gentry 297 P2728Information Security Enhancements Michael Kerr 6/3/2015 0 1 $250,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General The funding will be used to implement cybersecurity improvements, including enhanced threat detection tools, firewall and network security upgrades, and expanded cybersecurity awareness for the District. JUSTIFICATION OF PROJECT: The District received a $250,000 grant award to enhance its cybersecurity posture and protect critical infrastructure and sensitive data systems that support essential water and wastewater operations. These investments are increasingly necessary given the rise in cyber threats targeting water agencies and are critical to safeguarding systems such as SCADA, billing platforms, and internal networks. The grant enables the District to proactively reduce cyber risk, improve operational resilience, and align with industry best practices without impacting ratepayer-funded operating budgets. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $80 $170 $0 $0 $0 $0 $250 PRIOR YEARS: TOTAL $0 298 P2728 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2027 $0 $80 PROJECT PHASE: 7/1/2027 6/30/2028 $170 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/24/2026Beth Gentry 299 P2729Utility Relocation Beth Gentry 6/3/2026 0 1 $250,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution Other Utilities will, from time to time, relocate and/or upsize their infrastructure. In the process, the District is required to relocate existing facilities. JUSTIFICATION OF PROJECT: Other Utility renewals, upsizing or otherwise, may cause the District's pressurized pipes to be relocated, typically to accommodate gravity systems. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $100 $100 $40 $0 $0 $250 PRIOR YEARS: TOTAL $0 300 P2729 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2030 7/1/2026 6/30/2030 $20 $20 PROJECT PHASE: 7/1/2026 6/30/2030 $210 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/24/2026Beth Gentry 301 R2028RecPL – 8-in, 680 Zone, Heritage Road to Main Street Kevin Cameron 6/5/2024 P2595, P2596, R2038 2 2 $900,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the construction of approximately 6,300 feet of an 8-inch pipeline within the 680 Recycled Water (RW) Pressure Zone (PZ) in Village 3 North in Heritage Road north of Main Street. JUSTIFICATION OF PROJECT: Project development requires a 6-inch pipeline to service the area. The District is covering the upgrade to an 8-inch pipeline to provide transmission capabilities to the other parts of the 680 PZ. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $300 $500 $95 $0 $0 $900 PRIOR YEARS: TOTAL $0 302 R2028 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2025 6/30/2030 $900 PROJECT LOCATION:OWD Map Book:051,067 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/1/2026Jolene Fielding 303 R2037RecPL – 8-in, 680 Zone, Main Street/Otay Valley Road – Village 8W Kevin Cameron 6/7/2023 P2598, P2599, R2047, R2137 2 2 $620,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the construction of approximately 4,400 feet of an 8-inch pipeline within the 680 Recycled Water Pressure Zone (PZ) in Village 8 West in Main Street and Otay Valley Road. JUSTIFICATION OF PROJECT: Project development requires a 6-inch pipeline to service the area. The District is covering the upgrade to an 8-inch pipeline to provide transmission capabilities to the other parts of the 680 PZ. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $500 $115 $0 $0 $0 $620 PRIOR YEARS: TOTAL $0 304 R2037 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2025 6/30/2029 $620 PROJECT LOCATION:OWD Map Book:052,068 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/3/2026Jolene Fielding 305 R2038RecPL – 8-in, 680 Zone, Village 3N – Main St, Heritage Rd/Wolf Canyon Kevin Cameron 6/7/2023 P2595, P2596, R2028 2 2 $470,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the construction of approximately 3,300 feet of an 8-inch pipeline within the 680 Recycled Water Pressure Zone (PZ) in Village 3 North in Main Street east of Heritage Road. JUSTIFICATION OF PROJECT: Project development requires a 6-inch pipeline to service the area. The District is covering the upgrade to an 8-inch pipeline to provide transmission capabilities to the other parts of the 680 PZ. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $300 $165 $0 $0 $0 $470 PRIOR YEARS: TOTAL $0 306 R2038 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2025 6/30/2029 $470 PROJECT LOCATION:OWD Map Book:051 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 307 R2043PL-8-inch 680 Zone, Main Street, Magdalena Ave to East PL Kevin Cameron 6/3/2026 P2107, 2 3 $300,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution This project is for the construction of approximately 2,200 feet of 8-inch pipeline within the 680 Recycled Water Pressure Zone (PZ) in Village 8 East in Main Street between Magdalena Avenue to East Place. JUSTIFICATION OF PROJECT: Project development requires a 6-inch pipeline to service the area; the District is covering the upgrade to an 8-inch pipeline to provide transmission capabilities to the other parts of the 680 PZ. COMMENTS: FY 2027 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $200 $95 $0 $0 $0 $300 PRIOR YEARS: TOTAL $0 308 R2043 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2026 6/30/2029 $300 PROJECT LOCATION:OWD Map Book:068 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/24/2026Beth Gentry 309 R2047RecPL – 12-in, 680 Zone, La Media Road - Birch/Main St Kevin Cameron 6/2/2004 P2598, P2599, R2037, R2137 2 2 $550,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the construction of approximately 1,300 feet of 12-inch pipeline within the 680 Recycled Water Pressure Zone (PZ) in Village 8 West in La Media Road between Main Street and Birch Road. JUSTIFICATION OF PROJECT: Project development requires a 6-inch pipeline to service the area. The District is covering the upgrade to a 12-inch pipeline to provide transmission capabilities to the other parts of the 680 PZ. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $300 $150 $95 $0 $0 $550 PRIOR YEARS: TOTAL $0 310 R2047 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2025 6/30/2030 $550 PROJECT LOCATION:OWD Map Book:068 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 311 R2117RWCWRF Disinfection System Improvements Lito Santos 6/3/2015 3 1 $5,115,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Treatment The Ralph W. Chapman Water Recycling Facility (RWCWRF) does not have adequate chlorine contact basin volume to meet the San Diego Regional Water Quality Control Board (RWQCB) requirement for chlorine contact time (CT) for the recycled water produced from this facility, so it subsequently needs to use the 14-inch effluent force main to obtain the required CT. The high chlorine dosage needed with this arrangement is adversely impacting the force main, its appurtenances, and the reservoir liners. If CT can be met within the plant, the chlorine residual leaving the plant can be lowered substantially. Alternatives evaluated include additional contact basin volume, changing to ultraviolet (UV) disinfection, and other options. Expansion of the chlorine contact basin will allow for other related plant issues to be addressed, including the relocating and upgrading of the filter backwash supply pumps. JUSTIFICATION OF PROJECT: The District currently uses the existing 14-inch cement mortar lining (CML) force main to meet the required chlorine contact time resulting in a higher corrosion rate for facilities on this pipeline. Reducing the chlorine residual leaving the RWCWRF will extend the useful life of pumps, the force main, and reservoir liners. COMMENTS: FY 2021 - Project includes work identified in the RWCWRF Master Plan Item 9.1. Initial study looked at possibly changing to UV disinfection in addition to increasing contact time at the plant. Preliminary assessments indicate staying with chlorine gas disinfection is the most cost-effective alternative, ensuring permit limits are met. The replacement of the temporary installation filter backwash supply pumps with permanent pumps (Master Plan Item 7.1) will also be resolved with this CIP. FY 2022 - Study determined UV system is the recommended process to implement. FY 2023 - Budget increased to reflect inflationary factors and regulatory compliance requirements. FY 2024 - Budget increased from $1.8M to $3.5M based on the 60% design estimate. Electrical and instrumentation related to the UV and sodium hypochlorite are more involved than previously projected, and material costs have risen substantially since the pre-design estimate. - On 8/23/2023, the Board approved an increase of $775K (from $3.5M to $4.275M. FY 2025 - On 2/5/2025, the Board approved an increase in the total budget from $4.275M to $4.825M (an increase of $550K) to account for increased construction management fees, increased time needed for staff and inspection efforts, additional assistance from the design engineer, and change orders to avoid existing utilities. FY 2027 - Construction has extended longer than anticipated. Increasing the budget from $4.825M to $5.115M to account for additional labor, construction management support, engineering support, construction contingency, permitting and inflation. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%25%0%0%25% Replacement 0%0%75%0%75% TOTAL:0%25%75%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $215 $200 $185 $80 $35 $0 $5,115 PRIOR YEARS: TOTAL $4,400 312 R2117 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2015 10/31/2020 11/1/2020 10/31/2022 $270 $530 PROJECT PHASE: 7/1/2023 6/30/2031 $4,315 PROJECT LOCATION:OWD Map Book:319 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 313 R2121Res - 944-1 Reservoir Cover/Liner Replacement Beth Gentry 6/3/2015 5 2 $5,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is for the replacement of the existing membrane floating cover and liner with a new membrane system. JUSTIFICATION OF PROJECT: The existing membrane floating cover and liner are aging. Design considerations should include new regulatory requirements. COMMENTS: FY 2021 - Project budget increased from $1.8M to $2.4M to reflect current pricing. FY 2024 - Project budget adjusted from $2.4M to $3.5M to reflect current pricing. FY 2026 - Project budget adjusted from $3.5M to $5.0M based on 870-1 Res bid results. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $20 $100 $100 $100 $500 $4,153 $5,000 PRIOR YEARS: TOTAL $27 314 R2121 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2015 6/30/2019 7/1/2016 9/30/2028 $25 $75 PROJECT PHASE: 10/1/2028 6/30/2032 $4,900 PROJECT LOCATION:OWD Map Book:172 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 315 R2133PL-8-inch 680 Zone, La Media Parkway, Village 8 East Kevin Cameron 6/3/2026 P2600 2 3 $450,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution This project is for the construction of approximately 2,500 feet of 8-inch pipeline within the 680 Recycled Water Pressure Zone (PZ) in Village 8 East in La Media Parkway. JUSTIFICATION OF PROJECT: Project development requires a 6-inch pipeline to service the area; the District is covering the upgrade to an 8-inch pipeline to provide transmission capabilities to the other parts of the 680 PZ. COMMENTS: FY 2027 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $350 $95 $0 $0 $0 $450 PRIOR YEARS: TOTAL $0 316 R2133 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2026 6/30/2029 $450 PROJECT LOCATION:OWD Map Book:068 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 317 R2136RecPL – 8-in, 680 Zone, Otay Valley Rd, SR 125 Bridge Kevin Cameron 6/7/2023 P2598, P2599, R2037, R2137 2 3 $140,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the construction of approximately 500 feet of an 8-inch pipeline within the 680 Recycled Water Pressure Zone (PZ) in the Otay Valley Road bridge over SR 125. JUSTIFICATION OF PROJECT: Project development requires a 6-inch pipeline to service the area. The District is covering the upgrade to an 8-inch pipeline to provide transmission capabilities to the other parts of the 680 PZ. Installations in bridges are estimated at a higher cost per inch per foot. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $20 $120 $140 PRIOR YEARS: TOTAL $0 318 R2136 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2030 6/30/2032 $140 PROJECT LOCATION:OWD Map Book:069 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 319 R2137RecPL - 8-in, 815 Zone, Hunte Parkway, SR 125 Bridge Kevin Cameron 6/7/2023 P2598, P2599, R2037, R2047 2 3 $170,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the construction of approximately 600 feet of 8-inch pipeline within the 815 Recycled Water Pressure Zone (PZ) in the Hunte Parkway bridge over SR 125. JUSTIFICATION OF PROJECT: Project development requires a 6-inch pipeline to service the area. The District is covering the upgrade to an 8-inch pipeline to provide transmission capabilities to the other parts of the 815 PZ. Installations in bridges are estimated at a higher cost per inch per foot. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $20 $150 $170 PRIOR YEARS: TOTAL $0 320 R2137 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2030 6/30/2032 $170 PROJECT LOCATION:OWD Map Book:069 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 321 R2146Recycled Pipeline Cathodic Protection Improvements Beth Gentry 5/21/2018 P2508 0 2 $1,280,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the replacement and repairs of existing Cathodic Protection systems on various recycled pipelines. JUSTIFICATION OF PROJECT: The ongoing Cathodic Protection Program efforts have identified various pipelines for anode replacement, cathodic test station repairs, installation of isolation kits, and repair of existing anode beds. This CIP has been budgeted based on recommendations and cost estimates found in the Otay Water District’s Cathodic Protection Program 2020 Annual Report. Up to ten (10) Cathodic Protection systems may be repaired under this CIP. COMMENTS: FY 2020 - Project budget increased from $600K to $700K to reflect current pricing. FY 2023 - Project budget increased from $700K to $1.2M to reflect current pricing and scope of work/number of sites refined through design phase. FY 2026 - Project budget increased from $1.2M to $1.28M to reflect inflation. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $20 $100 $80 $80 $80 $36 $1,280 PRIOR YEARS: TOTAL $884 322 R2146 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 6/30/2030 7/1/2019 6/30/2030 $180 $200 PROJECT PHASE: 7/1/2019 6/30/2032 $900 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 323 R2148Large Meter Replacement - Recycled Andrea Carey 5/21/2018 0 1 $175,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Meters and Services This project is for the replacement of recycled water meters 3-inch or larger. JUSTIFICATION OF PROJECT: Staff has an annual large meter testing program to ensure the Otay Water District's (District) large meters are performing accurately. When a large meter fails, staff looks at the failing result, the cost of repair and/or replacement, and determines the action that will be of the greatest benefit to the District. Historically, staff has been able to repair the large recycled irrigation meters. However, as the meters age, repairing becomes more difficult and in some cases not possible. There are currently fourteen (14) recycled meters 3-inch or larger in the District's system. Based on the age of the meters, funds are distributed throughout the six-year period to account for replacement. COMMENTS: FY 2023 - Increase budget from $58K to $88K to replace additional meters. Project expenditures at this time have reached $35K. FY 2024 - Increased budget from $88K to $135K as the cost of meters has increased in the last three years. FY 2025 - Meters changed in FY 2015-2019 will start to need to be replaced, meter prices have increased. The total project budget increased from $135K to $154K. FY 2026 - Overall budget increased from $154K to $175K to reflect extension of CIP another year and increased cost of meters. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $15 $15 $20 $20 $15 $15 $175 PRIOR YEARS: TOTAL $75 324 R2148 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2018 6/30/2030 7/1/2018 6/30/2030 $5 $5 PROJECT PHASE: 7/1/2018 6/30/2032 $165 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 325 R2152Recycled Water Meter Change-Out Andrea Carey 6/5/2019 R2143 0 3 $1,010,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Meters and Services The ¾-inch to 2-inch recycled water meters are reaching the end of their useful lives and will be replaced over an eight (8) year period (approximately 800 recycle meters). JUSTIFICATION OF PROJECT: The recycled water meters nearing the end of their useful lives could start to fail or malfunction, and a program to do a full replacement should be initiated to identify the optimal service life of the existing meters and develop a schedule for their replacement. It is anticipated that the Otay Water District's (District) meters will reach the end of their useful lives beginning in FY 2025. This CIP will cover the cost of new meters and installation for all ¾-inch to 2-inch meters. The CIP will run from FY 2023 (planning) through FY 2035. COMMENTS: FY 2020 - An assessment of the existing inventory of meters will be made and a recommendation for replacement will be performed starting in FY 2021 and a replacement contract is expected to be awarded in FY 2026. Currently, the District follows a twenty (20) year Change-Out Program for the majority of water meters and a ten (10) year Change-Out Program for high-users. This CIP follows that timeline. FY 2025 - The cost of meters has increased dramatically over the past three years. Total cost of the project increased from $550K to $755K. - On 1/8/2025, the Board approved an increase from $755K to $1.010M as a result of increased labor costs for installation, material, project management services, and bonding. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $50 $150 $175 $160 $150 $250 $1,010 PRIOR YEARS: TOTAL $75 326 R2152 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2025 6/30/2027 7/1/2027 6/30/2028 $125 $150 PROJECT PHASE: 7/1/2028 6/30/2032 $735 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 327 R2153Recycled Water Pressure Vessel Program Jeff Marchioro 6/5/2019 0 2 $1,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping This project will replace three (3) surge tanks at existing recycled water Pump Stations (PS) as needed. JUSTIFICATION OF PROJECT: Recycled water pressure vessels have a shorter life expectancy compared to the overall PS. Several existing pressure vessels within the District are nearing the end of their useful lives. COMMENTS: FY 2020 - Pressure vessels will be replaced rather than recoated. Vessels with life expectancies greater than six (6) years include the 680-1R, 944-1R, and Ralph W. Chapman Water Reclamation surge tanks. This blanket CIP will provide flexibility needed to expedite replacement of any of the three (3) existing recycled water pressure vessels if needed. CIP phase numbers will be created as needed to track expenditures for each pressure vessel. It is unlikely that any of the three (3) existing recycled water pressure vessels will be replaced within the next six (6) years; however, $50K of funding was allocated through FY 2025 to provide funding to initiate the design, if needed. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $50 $60 $200 $200 $200 $750 PRIOR YEARS: TOTAL $30 328 R2153 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 6/30/2027 7/1/2027 6/30/2028 $40 $50 PROJECT PHASE: 7/1/2028 6/30/2035 $910 PROJECT LOCATION:OWD Map Book:066,115 & 319 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 329 R2156RecPL - 14-inch RWCWRF Effluent Force Main Improvements Beth Gentry 6/3/2020 R2116 3 2 $1,300,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the condition assessment and repair of the existing 16,000 linear feet of 14-inch steel force main, including the replacement of nineteen (19) combination air-vacuum valve assemblies and access road repairs. JUSTIFICATION OF PROJECT: Pipeline Inspection & Condition Analysis Corporation (PICA) completed a condition assessment of the force main using PICA's See Snake tool from January 2015 through December 2016. PICA identified approximately forty (40) localized defects in their report. Nine (9) localized defects were selected for spot repairs, which were completed through January 2019. Follow-up inspections are recommended on a ten (10) year frequency to track changes in remaining localized defects identified by PICA and the overall condition of the force main. Replacement of existing combination air-vacuum valves are needed since existing valves previously replaced in 2006-2008 are reaching the end of their useful life. COMMENTS: FY 2024 - Subprojects will be created to track follow-up condition assessment inspections and spot repairs separate from the replacement of existing combination air-vacuum valves and road repairs. Subprojects will be created to track follow-up condition assessment inspections and spot repairs separate from replacement of existing combination air-vacuum valves and road repairs. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $150 $150 $150 $435 $150 $1,300 PRIOR YEARS: TOTAL $260 330 R2156 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 6/30/2027 7/1/2027 6/30/2028 $265 $150 PROJECT PHASE: 7/1/2028 6/30/2032 $885 PROJECT LOCATION:OWD Map Book:186,200,304,31 8,319 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/13/2026Beth Gentry 331 R2157RWCWRF Backwash Supply Pumps Upgrade Lito Santos 6/3/2020 3 1 $500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Treatment Replacement of existing filter backwash supply pumps with new pumps with higher capacity. Project to be designed and constructed in conjunction with the disinfection system improvements and provide a suitable, readily accessible location for installing the pumps. JUSTIFICATION OF PROJECT: The existing system consists of two (2) temporarily installed pumps that require both pumps to operate together to deliver the filter backwash water volume required for a filter wash process within four hours during high loading periods. The loss of a pump would require supplemental potable water to be added. COMMENTS: FY 2022 - Project was identified in the Ralph W. Chapman Water Reclamation Facility Master Plan. FY 2024 - Budget increased from $300K to $500K to reflect refined scope of work developed during design especially related to electrical and instrumentation, plus higher materials and labor costs. FY 2027 - The total project amount not accounted for in the rate window is for commissioning contingencies. FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $0 $0 $0 $0 $0 $300 PRIOR YEARS: TOTAL $290 332 R2157 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 10/31/2020 11/1/2020 10/31/2022 $10 $70 PROJECT PHASE: 7/1/2023 6/30/2027 $420 PROJECT LOCATION:OWD Map Book:319 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/13/2026Beth Gentry 333 R2158RWCWRF Stormwater Pond Improvements (R) David Blalock 6/3/2020 S2074 3 2 $175,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Supply (Commodity/Demand) Repair and reconfigure the stormwater retention pond at the Ralph W. Chapman Water Reclamation Facility (RWCWRF). JUSTIFICATION OF PROJECT: All stormwater within the RWCWRF is captured for treatment. The existing pond is subject to extensive burrowing by rodents, and the piping connections are not properly located for returning flow to the plant headworks. Improvements to the disinfection system may require modifications to the pond to maintain the necessary detention volume. Overall budget to be split evenly between recycled water and sewer CIPs. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $25 $60 $60 $25 $0 $175 PRIOR YEARS: TOTAL $0 334 R2158 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2027 7/1/2027 6/30/2028 $5 $25 PROJECT PHASE: 7/1/2028 6/30/2031 $145 PROJECT LOCATION:OWD Map Book:319 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 335 R2159RecPL - 16-Inch, 680 Zone, Olympic Parkway Recycled Pipeline Replacement Beth Gentry 6/5/2021 4 1 $4,900,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the replacement of approximately 5,500 feet of an existing 20-inch recycled water pipeline within the 680 Pressure Zone (PZ) in Olympic Parkway from Heritage Road to La Media Road in Chula Vista. Staff considered alternative construction techniques, including a cured-in-place liner system to minimize the impact on the community and reduce the cost of the project. The new replacement pipeline is proposed to be 16-inch diameter upon reviewing hydraulic modeling results for the recycled water system. JUSTIFICATION OF PROJECT: The recycled water pipeline was installed in 2002 and has had four (4) breaks (2013, 2015, 2020, and 2021). Hydraulic modeling will be involved to determine if a liner would reduce the system operation with a smaller pipe diameter. COMMENTS: FY 2022 - The estimated annual cost for this pipeline is $83K/year ($6.25M/75 years). The District’s cost for repairs & insurance claims for the last three (3) events has averaged $350K for each repair. FY 2023 - Project budget reduced from $6.25M to $6.0M to reflect the smaller proposed 16-inch pipeline to be constructed than the original basis of a 20-inch main. Pipeline cost per inch/ft increased from last budget cycle, resulting in less of a budget reduction from the size change. FY 2026 - Project budget reduced from $6M to $4.9M based on current project cost projections as the project nears completion. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $50 $10 $0 $0 $0 $0 $4,850 PRIOR YEARS: TOTAL $4,790 336 R2159 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2022 7/1/2022 9/30/2023 $100 $800 PROJECT PHASE: 10/1/2023 6/30/2028 $4,000 PROJECT LOCATION:OWD Map Book:082, 097 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 337 R2160Recycled Water Field Equipment Capital Purchases Daniel Stanley 6/2/2021 P2286, S2075 0 1 $896,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project is for capital purchases of various pieces of field equipment, pumps, and motors used for daily Otay Water District (District) recycled water functions. JUSTIFICATION OF PROJECT: Replacements or new acquisitions of field equipment will be used for operational functions throughout the entire District. COMMENTS: FY 2026 - Overall budget increased from $700K to $896K to reflect extension of CIP another year. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $1 $200 $225 $25 $224 $0 $896 PRIOR YEARS: TOTAL $221 338 R2160 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2021 6/30/2031 $896 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/3/2026Jolene Fielding 339 R2161450-1R Reservoir Interior/Exterior Coating & Upgrades Olivia Ready 6/2/2021 2 2 $4,650,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is for the interior and exterior coatings of the 450-1R Reservoir (12.0 MG). In addition, an assessment of the facility will be accomplished to assure compliance to all applicable codes and OSHA standards. JUSTIFICATION OF PROJECT: Based upon the current Cathodic Assessment Report, the interior and exterior coatings on the 450-1R Reservoir are nearing the end of their useful life and are in need of replacement. The Reservoir was constructed in 2007. COMMENTS: FY 2022 - This will be the first recoat of this tank. FY 2026 - Budget increased from $2.5M to $4.6M based on latest construction bid costs. FY 2027 - Budget increased from $4.6M to $4.65M to account for annual inflation. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $10 $50 $600 $2,000 $1,985 $4,650 PRIOR YEARS: TOTAL $0 340 R2161 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 6/30/2026 6/30/2029 7/1/2029 6/30/2030 $65 $600 PROJECT PHASE: 7/1/2030 6/30/2032 $3,985 PROJECT LOCATION:OWD Map Book:66 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/13/2026Beth Gentry 341 R2162Vehicle Capital Purchases - Recycled Daniel Stanley 6/2/2021 P2282, S2078 0 1 $500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project is for the capital purchase of various vehicles for daily Otay Water District (District ) functions for recycled water operations. JUSTIFICATION OF PROJECT: Replacements or newly acquired vehicles will be used for recycled water operational and administrative functions throughout the entire District. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $0 $36 $40 $80 $0 $0 $280 PRIOR YEARS: TOTAL $124 342 R2162 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2021 6/30/2033 $500 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/6/2026Bill Poulin 343 R2163450-1 RW Res Disinfection Injection Vault Renovation Beth Gentry 6/8/2022 P2228, P2563 2 2 $300,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission Renovation of existing disinfection injection vault located on the 30-inch recycled water line at the 450-1 Recycled Water Reservoir. Sodium Hypochlorite is injected into the water coming from the City of San Diego's South Bay facility to provide a chlorine residual. Improvements will include piping replacement and measures to handle groundwater infiltration into the vault. JUSTIFICATION OF PROJECT: The piping and appurtenances in the vault are corroded and in need of replacement. The vault was constructed in 2007. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $50 $105 $100 $35 $4 $300 PRIOR YEARS: TOTAL $1 344 R2163 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2025 6/30/2027 7/1/2027 6/30/2028 $6 $50 PROJECT PHASE: 7/1/2028 6/30/2032 $244 PROJECT LOCATION:OWD Map Book:066 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/13/2026Beth Gentry 345 R2164450-1 RW Res Stormwater Improvements David Blalock 6/8/2022 2 2 $822,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage Construct a stormwater detention basin to capture and slowly release runoff from the 450-1 Recycled Water Reservoir site. Restore areas where excessive erosion has occurred to protect the District's 30-inch recycled water line crossings. JUSTIFICATION OF PROJECT: Stormwater runoff from the 450-1 Recycled Water Reservoir site has been eroding the downstream area, which poses a risk to undermining the District's 30-inch recycled water line. COMMENTS: FY 2024 - GM authorization to spend up to $70K in FY 2024 was provided 9/15/2023. FY 2026 - Increased budget total $14K from $800K to $814K to account for increases in construction labor and materials. FY 2027 - Increased budget total $8K from $814K to $822K to account for increases in construction labor and materials. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $50 $420 $182 $20 $0 $0 $822 PRIOR YEARS: TOTAL $150 346 R2164 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2022 1/1/2026 1/1/2026 6/30/2027 $132 $68 PROJECT PHASE: 7/1/2027 6/30/2030 $622 PROJECT LOCATION:OWD Map Book:066 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/7/2026Beth Gentry 347 R2165Recycled HVAC Equipment Purchase Kent Payne 6/7/2023 P2649 0 2 $95,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project provides funding for the capital purchase of replacement heating, ventilation, and air conditioning (HVAC) roof top air handling units (RTU) for buildings with recycled water equipment that were installed in 1998 and 2005. JUSTIFICATION OF PROJECT: Replacement HVAC equipment will be used for buildings with recycled water equipment. COMMENTS: FY 2024 - The HVAC system RTUs have reached the end of their useful lives and need to be replaced. The schedule and estimated cost for the replacement of these units will be done over several years: FY 2026: The unit at the 680-1 REC PS at 1680 Maxwell Road ($29K) and FY 2027: The unit at the 680-1 REC RES; 944 REC PS at 1390 S Greensview Dr. ($29K). FY 2027 - Increase the budget from $75K to $95K to account for escalation of remaining unbid construction costs to reflect cumulative construction inflation, labor market conditions, and material lead-time impacts. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $10 $75 $0 $0 $0 $95 PRIOR YEARS: TOTAL $0 348 R2165 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2027 $0 $10 PROJECT PHASE: 7/1/2027 6/30/2029 $85 PROJECT LOCATION:OWD Map Book:066 & 115 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/13/2026Beth Gentry 349 R2167RecPL - 14-Inch, 927 Zone, Force Main Road Improvements and Erosion Repairs David Blalock 6/7/2023 R2116 5 2 $561,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This pilot project aims to repair and permit the access and inspection road for the existing 16,000 linear feet of 14-inch force main, originally constructed in 1978. The project will focus on installing a paver system for road stabilization in select areas where storm runoff has historically caused erosion along the gravel road. The full length of the road is not included in this budget, but its condition will be reassessed after the pilot phase to determine future improvements. Permitting requirements and approvals will be addressed as part of the project scope. JUSTIFICATION OF PROJECT: Recent rains have eroded segments of the road that need structural Best Management Practices help to control storm runoff and channel runoff into the proper areas. COMMENTS: FY 2024 - Staff are looking for potential grants and FEMA funding to offset the re-occurring expense of repairing the road. FY 2025 - Budget adjusted assuming approximately 1,200 lineal feet of access road will be stabilized at two locations near blow offs 14 and 15 with Contech ArmorFlex pavers (or similar). FY 2026 - Increased budget total $11K from $550K to $561K to account for increases in construction labor and materials. Revised scope for clarity of the project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $5 $40 $250 $250 $0 $561 PRIOR YEARS: TOTAL $11 350 R2167 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2028 7/1/2028 6/30/2029 $21 $40 PROJECT PHASE: 7/1/2029 6/30/2031 $500 PROJECT LOCATION:OWD Map Book:172,186,200,30 4,318, 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 351 R2168RWCWRF Improve Fire Sprinkler Protection System Kent Payne 6/7/2023 S2081 5 2 $100,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Install automatic sprinklers in the Operations & Lab Building, Blower Building, Effluent Pump Building, and Emergency Generator canopy. Replace the lawn sprinklers on the roof perimeter with conventional fire sprinklers. JUSTIFICATION OF PROJECT: This recommendation was a result of an inspection by ACWA JPIA on 1/26/2023. COMMENTS: FY 2024 - Overall budget to be split evenly between sewer, recycled water, and potable water CIPs. FY 2027 - Budget increase from $75K to $100K to account for escalation of remaining unbid construction costs to reflect cumulative construction inflation, labor market conditions, and material lead-time impacts. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $30 $60 $0 $0 $0 $100 PRIOR YEARS: TOTAL $0 352 R2168 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2029 $100 PROJECT LOCATION:OWD Map Book:319 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 353 R2169Pump Station Equipment Replacement Program (R) Jeff Marchioro 6/7/2023 P2610 0 1 $620,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping This project is for the replacement or rebuilding of recycled water pump station motor control equipment, motors, pumps, pump valves, actuators, and other equipment, along with the cost of labor to install the replacement equipment. The basis for the annual estimate of expenditures is the replacement of one pump motor every other year and one vertical pump assembly every four years. JUSTIFICATION OF PROJECT: To allow for the replacement of equipment at District pump stations. COMMENTS: FY 2024 - The basis for the estimate of expenditures is the replacement of one (1) pump motor every other year and one (1) vertical pump assembly every four years. FY 2027 - The budget was increased from $600K to $620K to include newly identified equipment for replacements. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $60 $75 $100 $100 $100 $65 $620 PRIOR YEARS: TOTAL $120 354 R2169 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2032 $620 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 355 R2172RWCWRF Tertiary Trough Replacement Lito Santos 6/5/2024 R2173 3 2 $250,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Treatment The Ralph W. Chapman Water Reclamation Facility's (RWCWRF) tertiary filter troughs are in need of replacement. There are four (4) troughs that convey treated secondary water into the tertiary filter in the process of producing recycled water. Troughs are also utilized during the backwashing of the media filter into a waste backwash tank. The existing troughs are aging and showing signs of nearing the end of their useful lives and have buckled and twisted beyond repair and will need to be designed and replaced. JUSTIFICATION OF PROJECT: The existing troughs are at the end of their useful lives and have buckled and twisted beyond repair and will need to be designed and replaced. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $100 $50 $35 $30 $0 $0 $250 PRIOR YEARS: TOTAL $35 356 R2172 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2024 12/31/2024 1/1/2025 12/31/2026 $10 $60 PROJECT PHASE: 1/3/2027 6/30/2030 $180 PROJECT LOCATION:OWD Map Book:319 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 357 R2173RWCWRF Filter Media Replacement Lito Santos 6/4/2025 R2172 3 2 $260,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Treatment The Ralph W. Chapman Water Reclamation Facility's (RWCWRF) tertiary media filters are nearing their useful lives and are in need of replacement within the next few years. There are two (2) tertiary media filters made up of activated carbon and sand that treat secondary effluent by removing suspended solids and contaminants as part of the RWCWRF Title 22 Permit requirements. JUSTIFICATION OF PROJECT: Typical tertiary media filters are replaced every ten (10) years as routine maintenance. The media was sampled mid-January 2025, and RWCWRF is awaiting test results, providing a recommendation when media in the tertiary filters should be replaced. Media that is not replaced in a timely manner may result in inefficient filtering requiring additional backwash and loss of recycled water production. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $55 $100 $100 $0 $0 $260 PRIOR YEARS: TOTAL $0 358 R2173 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 1/1/2026 6/30/2027 7/1/2027 6/30/2028 $5 $55 PROJECT PHASE: 7/1/2028 6/30/2030 $200 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/13/2026Beth Gentry 359 R2174Salt Creek Easement Improvements David Blalock 6/4/2025 5 1 $500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project aims to enhance surface access to an existing District easement near the Salt Creek Golf Course, enabling easier and more reliable access for maintenance and repairs of vital infrastructure. JUSTIFICATION OF PROJECT: To address this challenge, the project proposes the installation of Grasscrete, a permeable concrete system designed to provide a stabilized foundation that can withstand the weight of heavy vehicles (rated for H20 loads). Grasscrete is particularly well- suited for this application because it allows grass and other vegetation to grow through the structure, maintaining the existing aesthetics and natural appearance of the community-use area, i.e., a community park. The surface will remain functional and look virtually unchanged from its pre-improvement state while providing the necessary access for future District operations. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $65 $250 $165 $0 $0 $0 $500 PRIOR YEARS: TOTAL $20 360 R2174 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 1/6/2025 6/30/2026 7/1/2026 6/30/2027 $20 $65 PROJECT PHASE: 7/1/2027 6/30/2029 $415 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/13/2026Beth Gentry 361 R2175RWCWRF Valve Replacement Program Lito Santos 6/3/2026 3 1 $570,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Treatment Replace the below-grade filter valves and associated electrical components. JUSTIFICATION OF PROJECT: The above-grade valves were in poor condition and replaced. The below-grade filter valves are anticipated to need replacement as they are of similar age and usage. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $75 $125 $150 $110 $100 $570 PRIOR YEARS: TOTAL $0 362 R2175 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2027 7/1/2027 12/31/2028 $10 $100 PROJECT PHASE: 1/1/2028 6/30/2032 $460 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2026Beth Gentry 363 R2176RWCWRF HVAC Replacement and Upgrades (R) Kent Payne 6/3/2026 A08 (R), A10 (S) 3 1 $85,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Replacement of HVAC, ductwork, electrical, and controls for approximately 3,500 sq. ft. at the RWCWRF. JUSTIFICATION OF PROJECT: The HVAC equipment, ducks, electrical, and controls is obsolete. The project will be coordinated with related fire sprinkler work to reduce disruption and mobilization costs and improve safety, reliability, and compliance. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $25 $50 $0 $0 $0 $85 PRIOR YEARS: TOTAL $0 364 R2176 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2026 6/30/2029 $85 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/24/2026Beth Gentry 365 R2177Recycled Disinfection Equipment Replacement Program Marciano Santos 6/3/2026 0 1 $110,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Treatment Replace disinfection equipment, including but not limited to chemical feed metering pumps, chemical tanks, and chlorine residual analyzers, as needed. JUSTIFICATION OF PROJECT: Several existing chemical feed metering pumps and chemical tanks are approaching the end of their service life. Four (4) total chlorine analyzers are outdated versions no longer supported by the manufacturer (Wallace & Tiernan) and are approaching the end of their service life. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $45 $5 $5 $25 $30 $0 $110 PRIOR YEARS: TOTAL $0 366 R2177 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2029 7/1/2026 6/30/2029 $0 $5 PROJECT PHASE: 7/1/2026 6/30/2031 $105 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/24/2026Beth Gentry 367 S2012San Diego County Sanitation District Outfall and RSD Outfall Replacement Beth Gentry 6/4/2003 3 1 $4,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Residual Processing and Disposal This project is for the Otay Water District's (District) proportionate share of the San Diego County Sanitation District total costs for replacement of various system components of the existing Spring Valley and Rancho San Diego Outfall Systems, per terms of an existing agreement with the County of San Diego Sanitation District. The reimbursement also includes a proportionate share of operating and maintenance costs. JUSTIFICATION OF PROJECT: Various components of the San Diego County Sanitation District Spring Valley Outfall and the Rancho San Diego Outfall are in need of repair and/or replacement. COMMENTS: FY 2019 - For the last six (6) years, the County of San Diego Sanitation Department has billed the District an average of $100K a year. FY 2020 - The County provided an estimate of capital expenses on 4/19/2021 for the next three years of $0 for FY 2022, $344K for FY 2023, and $620K for FY 2024. These expenses will be prorated based on the proportion of the flow from each agency. FY 2025 - Increased the budget from $3.550M to $4M to account for extension of another fiscal year. FY 2027 - Based on County projections from April 2025 with some contingencies. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $50 $450 $500 $500 $500 $500 $3,900 PRIOR YEARS: TOTAL $1,400 368 S2012 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2003 6/30/2033 $4,000 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 369 S2043RWCWRF Sludge Handling System Beth Gentry 5/14/2013 R2096 3 2 $1,500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Secondary Settling Basins This project is for a Sludge Handling System at the Ralph W. Chapman Water Reclamation Facility (RWCWRF) to reduce the amount of solids the Otay Water District (District) sends to Metro. JUSTIFICATION OF PROJECT: The District currently sends all sludge produced at RWCWRF to Metro for treatment. The District's Wastewater Management Plan provided a preliminary estimate of the cost of handling sludge at the RWCWRF that is close to the cost Metro charges the District for treatment of solids. COMMENTS: FY 2018 - City of San Diego has established criteria for the billing of sewage flow and strength towards the implementation of the Pure Water Program in the Amended and Restated Disposal Agreement. Based upon this information, the feasibility of handling solids at the RWCWRF will be assessed. This CIP is as indicated in the RWCWRF Master Plan under item 11.2. FY 2021 - Suspend this CIP at end of FY 2020. Report completed in FY 2020 does not recommend adding sludge handling facilities at RWCWRF. Until Amended Agreement is executed, future alternatives may arise for consideration. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 18 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $3 $1 $1 $10 $50 $50 $245 PRIOR YEARS: TOTAL $130 370 S2043 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2013 6/30/2027 7/1/2023 6/30/2028 $67 $68 PROJECT PHASE: 7/1/2026 6/30/2035 $1,365 PROJECT LOCATION:OWD Map Book:319 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 371 S2049Calavo Basin Sewer Rehabilitation - Phase 2 David Blalock 5/23/2016 S2050 5 2 $1,173,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Collection This project is for repairs to the gravity sanitary sewer system to repair areas with potential for sewer backups and spills. This project addresses the following sewer sites, primarily in the Calavo area: 56, 78, 242, 452, and 746. The replacement of eight (8) sewer manholes will also be included. JUSTIFICATION OF PROJECT: The closed-circuit television sewer assessment program process has assisted in the identification of sewer mains containing sags, which has allowed debris to accumulate, and/or are damaged and need to be repaired. This is a continuation of the CIPs in this area. Calavo Phase I was completed in 2017. Rehabilitating these sags will prevent debris from accumulating and sewer system overflows. COMMENTS: FY 2017 - This project was taken from S2033 and is the next highest priority areas after the Rancho San Diego Phase 1 project for open cut repairs. FY 2018 - Construction to be scheduled after completion of Campo Road Sewer project. FY 2019 - Additional planning time has been included to resolve easement infringement cases that are apparent. This project may be partially funded by sewer debt proceeds. FY 2021 - Site 310 on hold until adjacent site development and subsequent potential sewer revisions therein are determined. FY 2023 - Moved Site 310 to S2054 Calavo Phase 3 and added Site 242. Budget adjusted to reflect inflationary conditions. FY 2026 - Increased budget total $23K from $1.150M to $1.173M to account for increases in construction labor and materials. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $30 $100 $600 $300 $62 $0 $1,173 PRIOR YEARS: TOTAL $81 372 S2049 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2016 6/30/2027 7/1/2027 6/30/2028 $111 $100 PROJECT PHASE: 7/1/2028 6/30/2031 $962 PROJECT LOCATION:OWD Map Book:353, 354, 365 & 366 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 373 S2050Rancho San Diego Basin Sewer Rehabilitation - Phase 2 David Blalock 5/23/2016 S2049 5 2 $1,124,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Collection This project is for the repairs to the gravity sanitary sewer system to repair areas with potential for sewer backups and spills. This project addresses the following sewer sites: 462, 705, 724, and 725 and additional nearby manhole repairs. All sites that are within or adjacent to Jamacha Road will require Caltrans permitting. Potholing is required during design to avoid utility conflicts. JUSTIFICATION OF PROJECT: The closed-circuit television sewer assessment program process identified sags and roots in this section of pipe, which has allowed debris to form, and/or are damaged and need to be repaired. This is a continuation of the CIPs in this area. Rehabilitating these sags will prevent debris from accumulating and sewer system overflows. COMMENTS: FY 2017 - This project is taken from S2033 and is the next highest priority area for open cut repairs after the Calavo Phase 2 project. FY 2019 - Additional planning time and costs incorporated to deal with easement issues that are apparent at several of the sites. FY 2026 - Increased budget total $24K from $1.1M to $1.124M to account for increases in construction labor and materials. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $42 $80 $100 $300 $525 $70 $1,124 PRIOR YEARS: TOTAL $7 374 S2050 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2018 6/30/2027 7/1/2027 6/30/2028 $49 $80 PROJECT PHASE: 7/1/2028 6/30/2032 $995 PROJECT LOCATION:OWD Map Book:355, 356, 357, 368, 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 375 S2054Calavo Basin Sewer Rehabilitation - Phase 3 David Blalock 5/23/2016 S2066 5 3 $1,328,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Collection This project is for the repairs to gravity sanitary sewer system to repair areas with potential for sewer backups and spills. This project addresses the following sewer sites in the Calavo area: 93, 150.1, 150.2, 310, and 1000. JUSTIFICATION OF PROJECT: The closed-circuit television sewer assessment program process identified sags and roots in this section of pipe, which has allowed debris to form, and/or are damaged and need to be repaired. This is a continuation of the CIPs in this area; Calavo Phase 1 was completed in 2017, and Calavo Phase 2 (S2049) is scheduled prior to this project. Rehabilitating these sags will prevent debris from accumulating and reduce the potential for sewer system overflows. COMMENTS: FY 2018 - This project is taken from S2033 and is the next highest priority areas after the Rancho San Diego Phase 2 project for open cut repairs. FY 2023 - Added Area 310 (originally in S2049 Calavo Phase 2) to allow for property development plans to be determined to understand the impacts to the sewer. Project budget adjusted to consider scope of work change and inflationary cost impacts. FY 2026 - Increased budget total $28K to account for increases in construction labor and materials. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $20 $100 $600 $550 $48 $1,328 PRIOR YEARS: TOTAL $0 376 S2054 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2025 6/30/2028 7/1/2028 6/30/2029 $30 $100 PROJECT PHASE: 7/1/2029 6/30/2032 $1,198 PROJECT LOCATION:OWD Map Book:353, 354, 365, 366 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 377 S2060Steele Canyon Pump Station Replacement Beth Gentry 5/21/2018 3 3 $1,900,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Collection Replacement of the existing Steele Canyon Sewage Pump Station (PS) is required to raise the PS above the 100-year flood plain and to enable handling of daily peak flows for future flow equalization at the Ralph W. Chapman Water Reclamation Facility (RWCWRF). Replacement of the flow-splitting manhole on the gravity sewer diverting flow to the PS is also involved. JUSTIFICATION OF PROJECT: The existing PS was built in 1981 and is located within the 100-year floodplain, making it susceptible to significant flood damage as the pumps and electrical equipment are installed below the potential flood elevation. By the time of project construction, the electrical components of the PS will have reached the end of their useable lives. Elimination of the chopper feature on the pumps will aid the operational efficiency of the treatment plant's rotary screens. Flow diversion improvements and increased pumping capacity will allow for additional treatment during low diurnal night flow periods when coupled with flow equalization at the RWCWRF. COMMENTS: FY 2019 - This CIP is based upon the RWCWRF Master Plan Items 3.1 and 3.3 recommendations. Master Plan estimated costs for the two (2) items are $797K and $148.3K, for a total of $945.3K. CIP budget set at $1M. An assessment of the PS will be made before the design of the replacement PS begins. FY 2020 - The replacement of Cottonwood Sewage Pump Station is deemed a higher priority than this PS, delaying the start of design until the Cottonwood Sewage Pump Station is completed. FY 2023 - Costs adjusted to reflect current inflationary climate. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $40 $300 $500 $500 $550 $1,900 PRIOR YEARS: TOTAL $0 378 S2060 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2026 6/30/2028 7/1/2028 6/30/2029 $50 $300 PROJECT PHASE: 7/1/2029 6/30/2032 $1,550 PROJECT LOCATION:OWD Map Book:331 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/13/2026Beth Gentry 379 S2066Rancho San Diego Basin Sewer Rehabilitation - Phase 3 David Blalock 5/21/2018 S2054 5 3 $950,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Collection This project is for the repairs to the gravity sanitary sewer system to repair areas with potential for sewer backups and spills. This project addresses the following sewer sites: 735 and 747 plus manhole repairs/replacements adjacent to the project site. A total of 700 linear feet of sewer is required for the sewer replacement and rerouting to resolve pipe sags. JUSTIFICATION OF PROJECT: The closed-circuit television sewer assessment program process identified sags and roots in this section of pipe, which has allowed debris to form and/or is damaged and in need of repair. This is a continuation of the CIPs in this area; Phase 1 was completed in 2017, and Phase 2 (S2050) is scheduled prior to this project. Rehabilitating these sags will prevent debris from accumulating and reduce the potential for sewer system overflows. COMMENTS: FY 2019 - This project is taken from S2033 and is the next highest priority area for open-cut repairs after the Calavo Phase 3 project. Extended planning time and costs are incorporated to deal with easement issues that are apparent at several of the sites. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $5 $5 $5 $50 $50 $120 PRIOR YEARS: TOTAL $0 380 S2066 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2025 6/30/2029 7/1/2029 6/30/2032 $15 $105 PROJECT PHASE: 7/1/2032 6/30/2035 $830 PROJECT LOCATION:OWD Map Book:355,356,357,368 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 381 S2069Cottonwood Sewer Lift Station Replacement Beth Gentry 6/5/2019 5 2 $9,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Collection Replacement of structural, architectural, and mechanical equipment at the Cottonwood Sewer Pump Station (PS) facility is required due to age and corrosion. Also, the PS lacks emergency storage, which increases the likelihood of a sewage spill in the event of an operating issue. This PS serves both the County and the Otay Water District (District) customers (about a 50/50 split) so the County participation in the costs and design will be involved. (Project budget indicated is for the entire project; the District's portion will be half.) JUSTIFICATION OF PROJECT: The PS was constructed in 1986 with suction lift pumps and features a partially buried pump room due to the limitations of the suction lift process. Access into the pump room is difficult, requiring a ladder up and then a ladder down into the pump room. The aluminum panel roof leaks, and the room does not dry out readily afterwards; this has contributed to corrosion of the equipment. The PS wet well is undersized to provide adequate pump run times per WAS design standards. Emergency storage should be included to allow time for operators to respond to a PS problem to prevent a sewage spill. COMMENTS: FY 2020 - This project will include Expansion costs to cover future development within the sewer shed. The expiration of the County Urban Limit Line needs to be considered in assessing future flows. It is not known what portion of future development will be the County's or the District's customers, as the area is not delineated between the two (2) agencies. The increased capacity of the PS, due to expansion, impacts the pump sizing, wet well, and emergency storage volumes, and potentially the electrical service to the PS. The addition of emergency storage at the PS will fall under Betterment funding. FY 2021 - Budget increased from $1.8M to $2.5M to reflect construction cost increases noted on other projects and anticipated property acquisition for the replacement station. Project design duration has been extended to allow for property acquisition. FY 2023 - Budget increased from $2.5M to $3M based on inflationary conditions and contingencies. FY 2026 - Budget increased from $3M to $9M based on recent bids for similar projects at neighboring utilities (e.g., Vallecitos), which is in line with the District's project civil engineer consultant's preliminary design consultant (Wood Rodgers) opinion of the probable cost estimate. The increase is due to inflation as a result of contract labor shortages and material supply challenges. The San Diego County Sanitation District shares the cost for the capital expenses for the facility, estimated at about 47%. [Adding note in FY2027 for clarification: Only approved land uses were considered for the project. Thus, expansion funding is not included.] FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 18 0%25%0%0%25% Replacement 0%0%75%0%75% TOTAL:0%25%75%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $100 $200 $2,500 $2,500 $2,000 $1,000 $9,000 PRIOR YEARS: TOTAL $700 382 S2069 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 6/30/2026 7/1/2021 6/30/2028 $700 $975 PROJECT PHASE: 7/1/2028 6/30/2032 $7,325 PROJECT LOCATION:OWD Map Book:332 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/13/2026Beth Gentry 383 S2071San Diego Metro Wastewater Capital Improvements Beth Gentry 6/5/2019 S2012 5 1 $8,300,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Residual Processing and Disposal This project is for the Otay Water District's (District) proportionate share of the San Diego Metro Wastewater Capital Improvements for the San Diego Pure Water project, per the terms of an existing agreement with the City of San Diego (City). The reimbursement also includes a proportionate share of operating and maintenance costs. JUSTIFICATION OF PROJECT: The District utilizes the Metro system for transportation and treatment of sewage that is not treated at the RWCWRF. COMMENTS: FY 2020 - Pure Water Phase 1 is projected to cost the District’s sewer customers $2.57M in Nov 2018 dollars. The City is expected to obtain financing for a large portion of the capital cost; the impact will be amortized over a period of twenty (20) to thirty (30) years, depending on the types of financing. Annual costs until Phase 2 work is started are projected at $100,000. FY 2021 - Phase 2 of Pure Water is currently proposed to be constructed by 2035, with the total District cost allocation estimated at $8.23M in Nov 2018 dollars. Inflation of capital costs is adjusted annually in July using the Engineering News Record - Los Angeles Construction Cost Index. The Exhibit G capacity in the Metro Agreement of 0.38 MGD average annual Fiscal Year flow estimated for 2050 includes a small increment for expansion of 0.13 MGD. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 34%0%0%0%34% Betterment ID 18 0%66%0%0%66% TOTAL:34%66%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $72 $150 $100 $100 $100 $100 $1,059 PRIOR YEARS: TOTAL $437 384 S2071 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2019 6/30/2035 $8,300 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/10/2026Beth Gentry 385 S2072RWCWRF Rotary Screen Replacement Lito Santos 6/3/2020 3 2 $600,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Screening & Grit Removal Replacement of the existing headworks rotary screen at the Ralph W. Chapman Water Reclamation Facility (RWCWRF). The screen removes larger particulate matter from the wastewater stream that is compacted and disposed of at the landfill. This process is an important first step in the treatment train. The replacement screen is recommended to be similar to the existing screen in opening size and materials of construction. Replacement of adjacent piping and valves is recommended to also be included to match the new screen connections. The project also requires replacement of the channel protective coating below the screen. A more substantial plate may need to be installed due to the conditions present. JUSTIFICATION OF PROJECT: The existing screen was installed in 1992 and has been refurbished several times. An inspection of the screen by the manufacturer found the screen to be in good shape, considering its age, but preparations for replacement should be planned by FY 2027. Excessive wear of the channel wall due to the sewage discharge from the screen requires a more substantial material than the coating currently installed. COMMENTS: FY 2023 - Added improvements to the channel wall supporting the screen, increasing the budget amount from $450K to $600K. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $30 $100 $50 $80 $140 $198 $600 PRIOR YEARS: TOTAL $2 386 S2072 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 12/31/2027 1/1/2026 12/31/2030 $20 $100 PROJECT PHASE: 1/1/2028 6/30/2032 $480 PROJECT LOCATION:OWD Map Book:319 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 387 S2074RWCWRF Stormwater Pond Improvements (S) David Blalock 6/3/2020 R2158 3 2 $175,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Collection Repair and reconfigure the stormwater retention pond at the Ralph W. Chapman Water Reclamation Facility (RWCWRF). JUSTIFICATION OF PROJECT: All stormwater within the RWCWRF is captured for treatment. The existing pond is subject to extensive burrowing by rodents and the piping connections are not properly located for returning flow to the plant headworks. Disinfection system upgrades may require modifications to the pond to maintain the necessary detention volume. Overall budget to be split evenly between recycled water and sewer CIPs. COMMENTS: FY 2022 - Project is dependent upon the disinfection system impacts. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $35 $35 $40 $40 $20 $175 PRIOR YEARS: TOTAL $0 388 S2074 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2025 12/31/2027 1/1/2027 6/30/2028 $10 $30 PROJECT PHASE: 7/1/2028 6/30/2032 $135 PROJECT LOCATION:OWD Map Book:319 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 389 S2075Field Equipment Capital Purchases Daniel Stanley 6/3/2020 P2286, R2160 0 1 $500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project is for capital purchases of various pieces of field equipment used for daily District sewer functions. JUSTIFICATION OF PROJECT: Replacements or new acquisitions of field equipment will be used for operational functions throughout the entire District. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $130 PRIOR YEARS: TOTAL $130 390 S2075 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2025 6/30/2033 $500 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 391 S2076RWCWRF Grit Chamber Improvements Lito Santos 6/2/2021 3 2 $250,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Screening & Grit Removal Improve the efficiency of the grit removal process system at the Ralph W. Chapman Water Reclamation Facility (RWCWRF) to decrease the amount of grit accumulating in the biological process tanks. JUSTIFICATION OF PROJECT: Large deposits of grit have been observed in the anoxic zone first chamber of the biological process tanks where raw wastewater enters after screening and grit removal. These deposits are contributing to the creation of anaerobic conditions in the anoxic zone that can cause process upsets. The existing grit system has been in operation since 1991 and has few control abilities to optimize the process. An analysis of the system is required to determine the improvements required for a more efficient operation. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $5 $50 $75 $100 $19 $0 $250 PRIOR YEARS: TOTAL $1 392 S2076 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 12/31/2027 1/1/2027 8/30/2028 $5 $20 PROJECT PHASE: 10/1/2027 6/30/2031 $225 PROJECT LOCATION:OWD Map Book:319 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 393 S2077RWCWRF Blowers Renovation Lito Santos 6/2/2021 3 2 $400,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Aeration Basins Refurbish the three (3) blowers at the Ralph W. Chapman Water Reclamation Facility (RWCWRF) used to supply air to the aeration basins and other processes. Work includes the replacement of impellers and heat exchangers. JUSTIFICATION OF PROJECT: Inspection of the three (3) air blowers by the manufacturer's representative found wear of the impellers on the units, with a recommendation to replace them. It was also indicated that the existing heat exchangers are obsolete and should be replaced at this time as well. The blowers were installed in 2012. Staff will review the recommendations and assess the potential for replacing the blowers with an alternative manufacturer as the refurbishment costs are projected to exceed 50% of the original equipment costs. The operational issues currently being investigated under CIP S2061 will also be reviewed to see if a different system would resolve the problem. COMMENTS: FY 2022 - Planning and assessing the potential renovation or replacement of the equipment will be performed during FY 2022, which will determine the timing and scope of the project. Work is expected to be performed one unit at a time to reduce the impact to the RWCWRF. FY 2023 - Budget increased from $350K to $400K to reflect updated refurbishment quote. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $25 $175 $50 $51 $0 $0 $400 PRIOR YEARS: TOTAL $99 394 S2077 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2027 7/1/2023 6/30/2027 $62 $62 PROJECT PHASE: 7/1/2027 6/30/2030 $276 PROJECT LOCATION:OWD Map Book:319 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/13/2026Beth Gentry 395 S2078Vehicle Capital Purchases - Sewer Daniel Stanley 6/2/2021 P2282, R2162 0 1 $1,160,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project is for the capital purchase of various vehicles for daily District functions for sewer operations. JUSTIFICATION OF PROJECT: Replacements or newly acquired vehicles will be used for sewer operational and administrative functions throughout the District's sewer basin. COMMENTS: FY 2024 - CIP budget was increased to $750K for the Vactor truck purchase in FY 2027 and future purchases out to FY 2033. FY 2025 - The total CIP Budget Project increased by $150K due to increased costs for sewer CCTV van/equipment and expected increase in costs for all vehicles. FY 2026 - Overall budget increased from $900K to $1.160M to reflect increased vactor truck costs. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $750 $0 $160 $0 $0 $0 $910 PRIOR YEARS: TOTAL $0 396 S2078 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2026 6/30/2033 $1,160 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 397 S2079Steele Canyon Rd Bridge 6-inch Sewer FM Renovation David Blalock 6/8/2022 P2687 5 1 $350,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Collection Replacement of the existing 6-inch steel sewer force main installed on the Steele Canyon Road Bridge that spans the Sweetwater River. Work will be completed in two phases. The first phase is to address immediate corrosion concerns of the piping. The second phase will replace additional piping, all pipe supports, and protective coating of the pipeline. JUSTIFICATION OF PROJECT: The pipeline was constructed in 1990. After a recent repair to an air/vac assembly on the bridge, a follow-up inspection identified corrosion to the pipe and bridge supports. Several portions of the existing pipeline were noted to have corrosion pitting, primarily located at the Victaulic pipe joints. Although the piping has expansion joints, the pipe supports do not provide for movement of the pipeline, which has resulted in wear of the coating and corrosion of the pipe material. COMMENTS: FY 2023 - Staff are developing a yearly inspection program on all suspended potable water, recycled water, and sewer pipelines to identify problem areas for preventive maintenance, repair, or replacement as they reach the end of their useful lives. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $160 $160 $22 $0 $0 $0 $350 PRIOR YEARS: TOTAL $8 398 S2079 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2026 7/1/2026 12/31/2026 $8 $50 PROJECT PHASE: 1/1/2027 6/30/2029 $292 PROJECT LOCATION:OWD Map Book:344 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/13/2026Beth Gentry 399 S2080Standby Power Renovations - Sewer Daniel Stanley 6/8/2022 P2282, R2162 5 2 $200,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Replacement of Tier 0 standby power systems at the Hidden Mountain and Steele Canyon Sewer Pump Stations. Systems include generator unit, transfer switch, fuel storage tank, and appurtenances. Replacement tanks will be double containment units to reduce potential fuel spills. JUSTIFICATION OF PROJECT: APCD is expected to phase out the permitting of Tier 0 generators. No timetable has been set at this time. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $130 $0 $0 $0 $0 $0 $160 PRIOR YEARS: TOTAL $30 400 S2080 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2024 6/30/2033 $200 PROJECT LOCATION:OWD Map Book:331,377 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/6/2026Beth Gentry 401 S2081RWCWRF Improve Fire Sprinkler Protection System (S) Kent Payne 6/7/2023 R2168 5 2 $100,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Install automatic sprinklers in the Operations & Lab Building, Blower Building, Effluent Pump Building, and Emergency Generator canopy. Replace the lawn sprinklers on the roof perimeter with conventional fire sprinklers. JUSTIFICATION OF PROJECT: This recommendation was a result of an inspection on behalf of the California Water Agencies Joint Powers Insurance Authority (ACWA JPIA) on 1/26/2023. COMMENTS: FY 2024 - Overall budget to be split evenly between sewer, recycled water, and potable water CIPs. FY 2027 - Budget increase from $75K to $100K to account for escalation of remaining unbid construction costs to reflect cumulative construction inflation, labor market conditions, and material lead-time impacts. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 18 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $30 $60 $0 $0 $0 $100 PRIOR YEARS: TOTAL $0 402 S2081 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2024 6/30/2029 $100 PROJECT LOCATION:OWD Map Book:319 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 403 S2082Sewer Manhole Rehabilitation Program Lito Santos 6/5/2024 5 3 $2,500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Collection The District has about 1,500 sewer manholes, and many of them have been identified for rehabilitation. This is the first phase of a sewer manhole rehabilitation program in the Jamacha sewer basin. This CIP will prioritize the manholes from a condition assessment program and determine the type of rehabilitation, including cementitious coating systems, cured-in-place manhole liner or tube liner, polymer coating systems, manhole grouting, and other repair techniques appropriate for each location. JUSTIFICATION OF PROJECT: This will extend the life of the wastewater system, reduce infiltration and inflow, and reduce the District's cost of treatment from the San Diego Metropolitan Wastewater. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $15 $50 $100 $100 $100 $100 $465 PRIOR YEARS: TOTAL $0 404 S2082 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2025 12/30/2026 1/1/2027 6/30/2030 $15 $75 PROJECT PHASE: 7/1/2028 6/30/2035 $2,410 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 405 S2083Sewer Lift Station Equipment Replacement Program Jeff Marchioro 6/5/2024 P2610 0 1 $370,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Collection This project is for the replacement or rebuild of pump station motor control equipment, motors, pumps, pump valves, actuators, and other equipment, along with the cost of labor to install the replacement equipment. JUSTIFICATION OF PROJECT: To allow for the replacement of equipment at the District's pump station. COMMENTS: FY 2027 - Increased budget to account for another fiscal year from $300K to $370K. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $65 $45 $45 $50 $50 $50 $370 PRIOR YEARS: TOTAL $65 406 S2083 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2024 6/30/2032 $370 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/2/2026Jolene Fielding 407 S2085RWCWRF HVAC Replacement and Upgrades (S) Kent Payne 6/3/2026 A08 (R), A09 (R) 5 1 $85,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Replacement of HVAC, ductwork, electrical, and controls for approximately 3,500 sq. ft. at the RWCWRF. JUSTIFICATION OF PROJECT: The HVAC equipment, ducks, electrical, and controls is obsolete. The project will be coordinated with related fire sprinkler work to reduce disruption and mobilization costs and improve safety, reliability, and compliance. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY 2027 2028 2029 2030 2031 2032 Total $10 $25 $50 $0 $0 $0 $85 PRIOR YEARS: TOTAL $0 408 S2085 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2026 6/30/2029 $85 PROJECT LOCATION:OWD Map Book: 2027 2028 2029 2030 2031 2032 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/24/2026Beth Gentry 409 Otay Water District 2554 Sweetwater Springs Blvd. Spring Valley, California 91978-2004 otaywater.gov