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HomeMy WebLinkAboutCapital Improvement Program Budget FY 2021-2026Otay Water District Capital Improvement Program Budget Fiscal Years 2021-2026 BOARD OF DIRECTORS Gary Croucher, Division 3 President Mark Robak, Division 5 Vice President Mitch Thompson, Division 2 Treasurer Tim Smith, Division 1 Hector Gastelum, Division 4 MANAGEMENT TEAM Jose Martinez General Manager Joseph R. Beachem Chief Financial Officer Kevin Koeppen Assistant Chief, Finance Adolfo Segura Chief, Administrative Services Pedro Porras Chief, Water Operations Rod Posada Chief, Engineering a This page intentionally left blank b Table of Contents Page Letter of Transmittal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii Awards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv Resolution No. 4384. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviii OVERVIEW CIP Budget Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Mission Statement, Vision, Statement of Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 District Formation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Service Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Organizational Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Budget Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Budget Control and Jurisdiction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Budget Basis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Fund Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 CIP Budget Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Demographics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Service Area Assessed Valuation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Ten Principal Taxpayers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Ten Largest Customers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Water Rate Comparison – Member Agency Water Rates. . . . . . . . . . . . . . . . . . . . . . . . . . 11 Sewer Rate Comparison. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 San Diego Rainfall. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Current Economic Conditions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Economic Outlook. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 The Future . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Strategic Planning Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Key Performance Indicators: Administrative Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Finance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Water Operations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Engineering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 CAPITAL BUDGET Capital Budget Narrative. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 CIP Reserve Funds ($1,000s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Six-Year CIP Projects Summary by Source ($1,000s). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Six-Year CIP Projects Summary by Fund ($1,000s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Six-Year CIP Projects by Source and Fund ($1,000s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Major CIP Projects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Six-Year CIP Projects Schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 CIP Justification and Impact on Operating Budget. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 i Table of Contents CIP PROJECTS CIP Project Sheet Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 CIP Project Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 CIP Projects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 APPENDIX Annual CIP Development Policy No. 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293 Water Meter Capacity Fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295 Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296 List of Acronyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299 ii September 24, 2020 Honorable Board of Directors Otay Water District I am pleased to present the Otay Water District’s Capital Improvement Program Budget for Fiscal Years 2021-2026. The budget supports the District’s Fiscal Year 2019-2022 Strategic Plan titled, “Growth and Sustainability,” as well as the financing of all the District’s services, programs, and capital needs during Fiscal Years 2021-2026. The success as an agency is significantly enhanced by the policies and practices implemented by its Board and management to ensure stability, reliability, strength, and sustainability. The management team is fully confident that through sound financial management and streamlining of District operations, supported by the Strategic Plan and a dedicated and talented staff, the District will continue to achieve success and thus, ensure the well-being and quality of life of its nearly 226,000 customers. Our goal is to sustain the services we provide while minimizing rate impacts to our ratepayers. In early 2020, the unprecedented COVID-19 pandemic initiated unexpected outcomes throughout the world, the nation, the state, and locally to the District. The pandemic has impacted state water agencies, including the District, but the degree of impact remains unknown, due to other factors that also caused negative impact on District revenues such as wet weather. As a result of the dynamic COVID-19 crisis environment, staff continues to assess impacts to the District and its budget. The duration of the pandemic continues to remain unpredictable; however, the budget was prepared on the assumption that it will not subside until at least the close of the first quarter of Fiscal Year 2021. Based on various scenarios, staff prudently evaluated and developed a budget with the expectation that the fiscal impacts related to the pandemic could adversely impact the District for the entire fiscal year and into the following fiscal year. Areas expected to be adversely impacted include water sales volumes, property tax income, growth revenues, collections and bad debt, and penalty revenues. Due to the financial adversity facing the District, staff worked diligently to identify savings initiatives for iii the Fiscal Year 2021 budget. Furthermore, increased costs for water, sewer, reclamation plant, and regulatory fees continue to put pressure on rates. Legislative issues Throughout the 2020 legislative session, the California legislature has worked to prioritize economic recovery to protect Californians and spur job creation during and even after the COVID-19 pandemic. However, the legislature was unable to compromise on a comprehensive recovery package. As of a result of the COVID-19 pandemic, several legislative issues that could have potentially affected water agencies, including the District, were deferred. There are still many unknowns regarding the state budget, funding sources, and the duration of executive orders, including Governor Gavin Newsom’s stay-at-home and water shutoff restriction orders. More than 2,200 new bills were introduced by the February deadline, but COVID-19 has altered the customary structure of the legislative session, limiting the number of allowed assembly and senate bills. On August 31, 2020, the legislature completed its work for the 2020 legislative session and adjourned for the year. The Governor has until September 30, 2020 to act on signing or vetoing legislation sent to him during the final weeks of the legislative session. At this time, there is no extraordinary session of the legislature planned between now and November 30, 2020. However, there have been calls for the Governor to convene a special session to address any variety of issues, including wildfires, grid reliability and rolling power outages, and post-COVID-19 economic recovery. It is unclear whether the Governor will convene a special session during the fall. The State Water Resources Control Board (SWRCB) and many water agencies, including the District, continue to focus on conservation laws such as Senate Bill 606 and Assembly Bill 1668 which passed in 2018. Other legislative issues that were new to this year’s budget include the Resiliency Bond Package, protecting fire hydrant system funding through Senate Bill 1386, and clarifying the SWRCB’s process while educating the public due to the recent passage of Assembly Bill 1588, a new law that paves the way for veterans reciprocity while increasing the pool of qualified applicants in California’s water industry. Building on efforts to make water conservation a way of life and to better prepare the state for droughts and climate change, the District and water agencies throughout the state have worked with San Diego County Water Authority (CWA), other water agencies, and state officials to define how the conservation laws – Senate Bill 606 and Assembly Bill 1668 – will be implemented. These laws outline an overall framework to guide the District and other urban water suppliers in setting water-use targets. The laws require water agencies to iv establish a residential indoor GPCD goal of 55, effective in 2023, and the SWRCB to adopt an outdoor water-use standard by June 2022. As the year continues to unfold, the SWRCB is releasing draft recommendations regarding these laws. The District has worked collectively with other water agencies to discuss and provide comments to the SWRCB to ensure the regulations are both equitable and reflect local conditions. The District will continue to work on these efforts as the SWRCB releases more recommendations. As part of its responsibility to keep stakeholders engaged in the conservation laws, the SWRCB held several stakeholder meetings with a goal to inform the District and other state water agencies of the big picture through progress reports provided by eight urban project workgroups. The workgroups include the following: Model Water Efficient Landscape Ordinance; Landscape Area Measurement; Wholesale Water Loss; Water Use Studies; Standard, Methodologies and Performance Measures; Urban Water Management Plan Guidebook; Annual Water Supply and Demand Assessment; and Data Streamlining. To broaden the state’s approach on water, as California faces a range of existing challenges, and per Governor Newsom’s 2019 Executive Order N-10-19, the state released its Final Water Resilience Portfolio in July 2020. The order directs the secretaries of the California Natural Resources Agency, the California Environmental Protection Agency, and the California Department of Food and Agriculture to identify and assess a suite of complementary actions to ensure safe and resilient water supplies, flood protection, and healthy waterways for the state’s communities, economy, and environment. The state developed the portfolio to improve California’s capacity to prepare for disruptions, withstand and recover from climate-related shocks, and adapt into the future. Building on state and local initiatives already underway and months of public input, the District and other water agencies throughout California are actively looking to the SWRCB and its portfolio to assist in empowering local and regional entities to meet their unique challenges, while delivering on the state’s responsibility to provide tools and leadership, advance projects of statewide scale and importance, and help address challenges that are beyond the scope of any region. District staff, working with CWA and other local agencies, will continue to evaluate the actions in the portfolio and resolve the most strategic methods to implement them. As directed by the Governor and building on work already conducted, the Department of Water Resources is pursuing a new environmental review and planning process for a single tunnel solution to modernize Delta conveyance. This approach is also consistent with the Governor’s executive order directing state agencies to develop the aforementioned portfolio of statewide water actions and investments that improve water recycling, recharge depleted groundwater reserves, strengthen existing levee protections, and improve Delta water quality. v The requirements from Senate Bill 998 (Dodd) continue to have a financial impact on the District and its ratepayers. The law, which went into effect on February 1, 2020, increased the District’s service shut-off days for delinquent accounts from 45 days to no less than 60 days, created a cap on reconnection fees, and granted authority to both the SWRCB and the Attorney General to enforce provisions of the bill. Because the new law impacted existing practices, policies, and procedures, District staff evaluated, developed, and implemented new practices to comply with the requirements. Given that the Governor’s executive order halts all disconnections due to the COVID-19 pandemic, it is still unknown what financial impact these new requirements will have. Senator John Moorlach’s Senate Bill 1386 passed unanimously out of both houses of the Legislature and is currently pending final action on the Governor’s desk. This bill seeks to clarify existing law regarding the imposition of fire-related water service charges being implemented across the customer base in compliance with Proposition 218. Senate Bill 1386 is broadly supported by the District, other water agencies, municipalities, fire districts, and professional fire fighter organizations. CWA and Irvine Ranch Water District are cosponsoring this legislation to reaffirm that water agencies’ existing water service charge practices relative to water service for fire prevention services are fully compliant with Proposition 218. To address an aging and retiring workforce in the water and wastewater operator fields and to increase the pool of qualified individuals for these positions, the District also cosponsored, with CWA, Assembly Bill 1588. The new law, which passed in October 2019, ensures military veterans transitioning into civilian water and wastewater operator occupations receive appropriate credit for experience and education gained during military service. The District, other water agencies, and stakeholders continue to work on defining the process with the SWRCB and educating veterans and other stakeholders about how veterans can obtain sufficient credit for their experience and education. Fiscal Year 2019 - 2022 Strategic Plan Since its establishment, the District’s motto has been “Dedicated to Community Service.” From modest beginnings in 1956 through today, the District stands committed to providing outstanding service to the residents and businesses it has the honor to serve. This serves as a great reminder to our staff and customers as to why the District exists. During the District’s early years, a key focus of its preceding strategic plans was to meet the demands of growth. Today, the District’s four-year Strategic Plan (Fiscal Years 2019-2022) still has the word “growth” in its theme of “Growth and Sustainability,” but “sustainability” is a critical element in managing long-term maintenance and replacement of infrastructure. Staff works diligently to ensure its planning documents and programs support the District’s vi water supply and sewer facilities that serve its customers now and in the future. The four- year Strategic Plan aims to support the goals in our planning documents, which include the Water Facilities Master Plan Update, Wastewater Management Plan, Urban Water Management Plan, and other critical plans. The District’s Strategic Plan also serves as a roadmap to execute its organizational objectives and track day-to-day performance metrics which ensure deliverables are being met and essential work processes are continuously being fine-tuned. The District’s Strategic Plan was developed using the Balanced Scorecard performance management framework. Via this framework, management and staff share a focused business and operational strategy to ensure the District is moving along the right path and maximizing its limited resources. The District’s strategic philosophy recognizes that as the agency evolves and service footprint matures, fewer development resources and fees will be available, while operational assets and infrastructure maintenance, rehabilitation, and replacement costs will increase. This is an important phase of the operational lifecycle and will therefore place pressure to increase customer rates to counter more costly service expenses. To balance the customer’s interest in minimizing rate increases, while also maintaining the agency’s infrastructure, investments, and financial position, the management team continues to place emphasis on efficiencies within the agency, including innovation and continued use of technology throughout its operations. In effect, the District leverages its investments in technology to manage operational cost and do more with the same or fewer resources. With sound planning, prudent fiscal management, community focus, and a work culture prepared to adapt to new challenges, the District is well positioned to support its growing customer base, while sustaining the quality of water service our customers expect. From a water supply perspective, this means determining the optimal water supply, treatment, and delivery solutions for customers. From a daily operating perspective, efficiency enhancements have become the principal source of competitive advantage and cost optimization. Finding ways to utilize technology, streamline operations, and reduce external costs are critical elements of the District’s ongoing commitment and dedication to its customers. Savings generated through streamlining and reducing costs are passed to our ratepayers. For example, from 2017 to 2021 the District is upgrading or replacing more than 49,600 automated meter reading (AMR) meters, originally installed between 2004 and 2012. To be as cost efficient as possible, the District is replacing meter registers instead of the entire meter and, when applicable, taking advantage of existing warranties. This saves the District and its ratepayers approximately $3.3 million in meter replacement costs. Because of the meter’s life expectancy and warranty, the District can delay the replacement of the meters vii by approximately 10 years. There are many benefits to utilizing AMR meters, including the reduction of meter reading staff, increased safety of staff, and allowing staff to store historical water use data. These advanced meters can assist customers and the District, to identify unexplained usage by providing leak, tamper, and backflow detection alarms. The efforts related to meter technology are an example of cost savings and the District’s ongoing commitment to pursue cost efficiencies. The success of this approach is proven by the District’s gains in productivity, reduction in staffing, and associated costs. The following charts show that since 2007 through 2021, the District has reduced staffing by 35.75 full-time equivalent positions, or 20%, while the number of customer accounts increased by 3,994. Employee Count and Number of Customer Accounts Because of increased efficiency and higher employee productivity, the District has been able to continue absorbing some of the pass-through costs from its water suppliers, including the City of San Diego, CWA, and Metropolitan Water District (MWD). This helps to address customer concerns about rising water rates. To reduce the District’s costs of retirement obligations, the District made an advanced payment of $31.8 million to its CalPERS pension plan on August 15, 2018. This strategic step significantly reduced the high financing cost of the unfunded liability at CalPERS and brought the funding level up to 87%, which will save the District approximately $16 million. In Fiscal Year 2020, the District’s Other Post Employee Benefit (OPEB) plan became fully funded. With the OPEB plan being fully funded, the District has budgeted to redirect $1.0 million of additional advanced payments to CalPERS annually. These advanced payments are projected to save an additional $5.0 million over 14 years resulting in the plan 17 4 . 7 5 17 2 . 7 5 16 8 . 7 5 16 6 15 9 15 6 14 8 14 3 14 0 13 8 13 5 13 4 13 7 13 8 13 9 52,615 56,609 51,500 52,500 53,500 54,500 55,500 56,500 57,500 0 20 40 60 80 100 120 140 160 180 200 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Em p l o y e e C o u n t Fiscal Year viii becoming fully funded in 2034, seven years earlier than projected without the additional contribution. Other cost savings include the reduction of the number of vehicles and equipment, fuel consumption, pavement costs, and decreasing water loss through the successful leak detection and repair program. Staff continues to seek out other operational efficiencies, thus decreasing costs and minimizing rate impacts on the District’s customers. Based on an annual survey of water and sewer rates conducted by staff, the District continues to be one of the lowest cost providers in San Diego County. The District has the fifth lowest water rate out of the 24 member agencies in San Diego County (based on the District’s average water user who uses 11 units of water and has a ¾” residential meter size) and the fifth lowest sewer rate out of the 28 sewer service providers in the County (based on 10.3 units of water and a ¾” residential meter size). The results of the water and sewer surveys are shown on pages 11 and 12, respectively. The following chart shows that since 2007, the wholesale water supply costs have increased 111.9%, while the District’s retail water rates have increased 107.2%. Wholesale Water Supply Costs vs. District Retail Rate Increases 0% 20% 40% 60% 80% 100% 120% 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 111.9% 107.2% CWA Water Cost Increase Otay Water Rate Increase ix The District currently delivers water service to 51,156 potable and 739 recycled water customer accounts. The District purchases all the potable water sold to customers from the CWA. Eleven percent of this water, in turn, is purchased from the region’s primary water importer, MWD, which derives its supply from the Colorado River and the California State Water Project. The percentage of water purchased from MWD has decreased significantly over the last several years due to conservation efforts, the water transfer agreement with Imperial Irrigation District (IID), the All-American and Coachella lining project agreements, and the water purchase agreement for water produced at the Carlsbad Desalination Plant. The District continues its efforts to diversify water resources, reducing dependence on traditional water supplies from the Colorado River and the Sacramento-San Joaquin Delta. The District also has been proactive in reducing its dependence on MWD water treatment facilities. For example, in 2009 the District entered into an agreement with the CWA that allowed the neighboring Helix Water District to treat imported water on behalf of the District at Helix’s Levy Water Treatment Plant. This has brought regional water treatment closer to District customers, which lessens dependence on water treatment facilities located outside of the County. The District also collects and recycles wastewater from approximately 4,714 homes and businesses. The District collects wastewater and delivers it to its Ralph W. Chapman Water Recycling Facility (Chapman), which is capable of recycling wastewater at a rate of 1.3 million gallons per day. In addition to the Chapman facility, the District continues to purchase up to 6 million gallons per day of recycled water from the City of San Diego’s South Bay Water Reclamation Plant. The use of recycled water for landscape irrigation and industrial processes reduces dependence on imported potable supplies, provides a local supply that is drought proof, and diversifies District sources. Sewer Cost of Service Study The District performed a sewer cost of service study and the results were communicated to the Board on May 6, 2020. Staff recommended a modification to the residential and multi- residential rate structures by changing the volume basis from a one-year winter average to a three-year winter average consumption methodology. This method will stabilize residential sewer rates and revenues, which is an important component of budgeting to meet the ongoing debt covenant requirements of a 2019 Wastewater Revenue Bond issuance. At the direction of the Board, the Fiscal Year 2021 budget reflects the cost of service study results with the proposed modifications to sewer rates and rate structure. A Proposition 218 hearing is scheduled for October 7, 2020, and District staff does not anticipate opposition to the rates and rate structure modifications. Upon completion of the hearing, the Board can approve the rates and rate structure changes to be effective January 1, 2021. x Fiscal Year 2021 Operating Budget Summary The Fiscal Year 2021 budget was prepared with the continuing challenges of CIP inflation, water costs, insurance costs, the City of San Diego’s Pure Water program costs, as well as stabilizing the sewer rates. The budget has been further challenged with having to project the fiscal impacts of the COVID-19 pandemic. Included in the proposed budget are reductions in water sales, capacity fee revenues, property tax and penalty revenues, and an increase in the District’s bad debt expense. These impacts have been offset by savings initiatives instituted in response to the projected adverse impacts. The District’s operating expenditures consist of three major sectors: potable water, recycled water, and sewer, totaling $98.5 million of budget expenditures for Fiscal Year 2021. Revenues from potable and recycled water are projected to be $87.2 million, approximately $6.6 million less than the Fiscal Year 2020 budget. District staff budgeted potable water sales volumes to decrease by 12.9% compared to Fiscal Year 2020 budgeted potable sales. This decline is due to uncertain impacts of the COVID-19 pandemic on residential and commercial water usage resulting from increasing unemployment and mandated commercial closures. The District projects sewer revenues to be $2.9 million, approximately $20 thousand less than Fiscal Year 2020. The remaining budgeted revenues of $8.4 million, approximately $0.8 million less than Fiscal Year 2020, come from various special fees, assessments, and miscellaneous income. Other significant aspects of the Operating Budget are: A balanced budget supporting the goals of the Strategic Plan. The use of an economist to project growth for the region. An updated six-year Rate Model to ensure sound financial planning and reserve levels. Ongoing water supply rate increases of 4.9% from MWD and CWA due to the high cost of supply programs, higher energy costs, and increasing operating costs. 2.9% water rate increase to District customers budgeted for January 1, 2021, and a 2.8% rate increase for sewer, effective January 1, 2021. Metro sewer costs include the anticipated impact of the City of San Diego’s Pure Water Program costs. The District maintains low water rates, below the countywide average of the County’s 24 water agencies. xi Fiscal Year 2021-2026 Capital Improvement Program (CIP) The CIP budget emphasizes long-term planning for ongoing programs to meet population growth, facilities replacement, and betterment of infrastructure while functioning within fiscal constraints. The Fiscal Year 2021 CIP budget contains 104 projects and totals $8.46 million. The District categorizes projects into three business segments: potable water, recycled water, and sewer. Funding for the Fiscal Year 2021 potable, recycled, and sewer projects are $6.6 million, $1.4 million, and $477 thousand, respectively. CIP projects are also categorized into four categories: expansion, betterment, replacement, or new water supply. The following is a breakdown of the CIP projects into the four categories: Expansion projects $ 69,000 Betterment projects 1,684,000 Replacement projects 6,551,000 New Supply projects 157,000 Total $ 8,461,000 The Fiscal Year 2021-2026 CIP budget of $92.3 million has increased by $4.0 million versus last year. The total water CIP budget for the six-year period is $85.4 million, which is a $5.5 million increase compared to Fiscal Year 2020, while the sewer CIP of $6.9 million is decreasing $1.5 million compared to Fiscal Year 2020. During Fiscal Year 2020, sewer completed a $3.0 million wastewater revenue bond issuance. The District projects water debt issuances of $5.5 million and $15.3 million in Fiscal Year 2023 and Fiscal Year 2025, respectively, as well as a sewer debt issuance of $3.2 million in Fiscal Year 2024. COVID-19 Impacts Due to the ongoing pandemic, the District has reviewed the CIP projects and has deferred projects that may be deferred without placing undo risk on the District. In addition, projects that may qualify for stimulus funds have been identified and are planned to meet potential timelines and deliverables required by stimulus programs. Awards and Acknowledgments The Government Finance Officers Association of the United States and Canada presented Otay Water District the Distinguished Budget Presentation Award for its annual budget for the fiscal year beginning July 1, 2019. To receive this award, a governmental unit must publish a budget document that meets program criteria as xii a policy document, as an operations guide, as a financial plan, and as a communications device. The California Society of Municipal Finance Officers presented Otay Water District the Certificate of Award for Excellence in Operating Budgeting for Fiscal Year 2019- 2020. The California Society of Municipal Finance Officers presented Otay Water District the Certificate of Award for Excellence in Capital Budgeting for Fiscal Year 2019-2020. The Government Finance Officers Association Officers presented Otay Water District the Certificate of Excellence in Financial Reporting for its Comprehensive Annual Financial Report for the Fiscal Year ended June 30, 2019. Conclusion The dynamic challenges presented this year, including the COVID-19 pandemic, are being met by the District’s Board of Directors’ resolve to keep the stability and financial strength of the District as one of its highest priorities. Reserves will be maintained above target levels as will the District’s debt coverage level. The Board of Directors, management team, and staff are all committed to efficiency in both District operations as well as in its capital development. With these efficiencies and the ongoing investment in new technologies, the District has a competitive edge in providing quality service. This budget reflects the vision of the District’s Board, management, and staff. The District will continue to strive to make improvements in budget processes, including an extensive review and analysis of projections for revenues, expenditures, capital projects, and reserves. I would like to thank the staff involved in this process for the efforts put forth in the preparation of this budget to ensure a successful outcome. To the Board, we acknowledge and appreciate their continued support and direction in achieving excellence in the financial management and operations of the District. Jose Martinez, General Manager xiii Distinguished Budget Presentation Award The Government Finance Officers Association presented a Distinguished Budget Presentation Award to the District for its annual budget for the fiscal year 2019-2020. In order to receive this award, a governmental unit must publish a budget document that meets program criteria as a policy document, as an operations guide, as a financial plan, and as a communications device. This award is valid for a period of one year only. We believe our current budget continues to conform to program requirements, and we are submitting it to GFOA to determine its eligibility for another award. xiv Financial Awards The California Society of Municipal Finance Officers presented Otay Water District the Operating Budget Excellence Award for Fiscal Year 2019-2020. xv Financial Awards The California Society of Municipal Finance Officers presented Otay Water District the Capital Budgeting Excellence Award for Fiscal Year 2019-2020. xvi Financial Awards The Government Finance Officers Association Officers presented Otay Water District the Certificate of Achievement for Excellence in Financial Reporting for its Comprehensive Annual Financial Report for the Fiscal Year Ended June 30, 2019. xvii RESOLUTION NO. 4384 A RESOLUTION OF THE BOARD OF DIRECTORS OF OTAY WATER DISTRICT ADOPTING THE FISCAL YEAR 2020-2021 OPERATING AND CAPITAL BUDGET; AND SALARY SCHEDULE WHEREAS, the Otay Water District Board of Directors have been presented with three budget options (Exhibits A, B, and C) for the operation of the Otay Water District for Fiscal Year 2020-2021; and WHEREAS, the Fiscal Year 2020-2021 Operating and Capital Budget options, have been reviewed and considered by the Board; WHEREAS, it is in the interest of the District to adopt a budget for said year; WHEREAS, in connection with the adoption of the budget, the Board is also being presented with the Salary Schedule (Exhibit D) for its consideration, in order to comply with California Code of Regulations Section 570.5, NOW, THEREFORE, BE IT RESOLVED, DETERMINED AND ORDERED by the Board of Directors of the Otay Water District that the Operating and Capital Budget for the operation of the District, incorporated herein by reference as Exhibit C, is hereby adopted for water and Exhibit C, is hereby adopted for sewer as the District’s budget for Fiscal Year 2020-2021. BE IT FURTHER RESOLVED that the Board hereby approves and adopts the Salary Schedule included with the budget and, consistent with his authority over employee compensation under xviii both State law and the District’s Code of Ordinances, authorizes the General Manager to update the Salary Schedule, whenever necessary, to reflect changes made within his authority. PASSED, APPROVED AND ADOPTED by the Board of Directors of Otay Water District at a board meeting held this 3rd day of June 2020, by the following vote: Ayes: Directors Croucher, Robak, Smith and Thompson Noes: Director Gastelum Abstain: None Absent: None ________________________ President ATTEST: ____________________________ District Secretary xix This page intentionally left blank xx Overview CIP Budget Guide The District views the Capital Improvement Program (CIP) Budget as an essential tool for proper financial management of the CIP projects. The District manages growth and maintenance of assets through this program. The CIP budget is developed with input from the various project managers throughout the organization and is adopted prior to the start of each fiscal year for the current fiscal year and five subsequent years. It is designed and presented for the general needs of the District, its staff, and citizens. It is a comprehensive and balanced financial plan. This plan features the CIP budget based on the demands for services and the impact on the District’s financial status and future plans. The budget book is divided into the following sections. Overview This introductory section contains general information about the District such as: mission statement, vision, statement of values, District formation and service area, organizational structure, CIP budget process, CIP budget calendar, water and sewer comparison, economic outlook, and the District’s strategic planning process and key performance indicators. Capital Budget The Capital Budget section consists of an overview of the District’s CIPs, including how the Water Facilities Master Plan is used to modify the CIP each year based on the latest set of assumptions and criteria. Also included are highlights of the major CIP projects that are in planning, design, construction, or completed. Additionally, this section contains a review of the CIP reserve funds and funding sources, a six-year listing of CIP project expenditures, project justification, and impact on the Operating Budget, and the project schedules. CIP Projects This section contains the project sheet description and project sheets for each CIP project. These sheets are developed by the project manager and contain critical information for the management of these projects. The projects are divided into four categories: Expansion, Betterment, Replacement, and New Water Supply. Appendix The last section consists of the Water Meter Capacity Fee Schedule, a Glossary, List of Acronyms, and an Index. 1 Overview Mission Statement To provide exceptional water and wastewater service to its customers, and to manage District resources in a transparent and fiscally responsible manner. Vision To be a model water agency by providing stellar service, achieving measurable results, and continually improving operational practices. Statement of Values As Otay Water District employees we dedicate ourselves to: Customers: We take pride that our commitment to customer-centered service is our highest priority. Excellence: We strive to provide the highest quality and value in all that we do. Integrity: We commit ourselves to doing the right thing. Ethical behavior, trustworthiness, and accountability are the District’s foundation. Employees: We see each individual as unique and important. We value diversity and open communication to promote fairness, dignity, and respect. Teamwork: We promote mutual trust by sharing information, knowledge, and ideas to reach our common goals. Innovation: We constantly seek better, more efficient, and cost effective ways to deliver our services. 2 Overview District Formation The Otay Water District was formed in 1956 by a small group of ranchers, farmers, and other property owners concerned about the declining quality and quantity of well water. The District was established to serve as a public water and sewer agency, authorized as a California special district under the provisions of the Municipal Water District Act of 1911. In 1957, developers in south Spring Valley created the La Presa County Water District to obtain water from the San Diego County Water Authority (CWA). The CWA is the water wholesale supplier of the member agencies in San Diego County. In the fall of 1969, Otay Water District and La Presa County Water District merged into the Otay Water District. Since then, the District has provided high quality water to a semi-arid region of southeastern San Diego County. In 1971 the District constructed a small collection and treatment plant for sewer in the northern section of the District, and in 1980 the District opened the Ralph W. Chapman Water Recycling Facility (RWCWRF). Recycled water from the RWCWRF is used to irrigate golf courses, schools, public parks, roadway landscapes, and various other approved uses in eastern Chula Vista. The RWCWRF is capable of recycling wastewater at a rate of 1.3 million gallons per day (1,200 acre-feet per year). The District is also in partnership with the City of San Diego to beneficially reuse an additional 1,928 acre-feet per year of recycled water for fiscal year 2021, and ultimately up to 5,900 acre-feet per year. The District continues to be the largest retail provider of recycled water in the County of San Diego. The District also owns and operates a wastewater collection system providing public sewer service to approximately 4,700 customer accounts within the Jamacha drainage basin. The sewer service area covers approximately 8,800 acres, which is about 11% of the District’s total service area. Residential customers comprise 97% of the sewer customer base. Service Area The District's boundaries encompass an area of approximately 125.3 square miles or 80,208 acres in San Diego County, lying immediately east of the City of San Diego metropolitan area and running from the City of El Cajon south to the international border, abutting the cities of El Cajon and La Mesa and encompassing most of the City of Chula Vista and a small portion of the City of San Diego. The District purchases 100% of its treated water. Regionally, about 80% is imported, which is a blend from the Colorado River and the California State Water Project. Twenty percent of the District’s treated water comes from local supplies, including groundwater, local water storage within the county and from the Pacific Ocean via seawater desalination. The District purchases its treated water from the San Diego County Water Authority and receives a blend of treated water from the Metropolitan Water District of Southern California’s R.A. Skinner Treatment Plant, the San 3 Overview Diego County Water Authority’s Twin Oaks Valley Water Treatment Plant, the Carlsbad Desalination Plant, and the Helix Water District’s R.M. Levy Water Treatment Plant. Organizational Structure The District has a five-member Board of Directors that serve four-year, alternating terms on the Board. Each Director is elected by voters within their respective division boundaries to represent the public’s interest with regard to rates for service, taxes, policies, ordinances, and other matters related to the management and operation of the District. The Board generally meets in open public session on the first Wednesday of each month at 3:30 p.m. at the District headquarters located at 2554 Sweetwater Springs Boulevard, Spring Valley, California. Due to COVID-19, as of March 16, 2020, Board Meetings have been streamed live via audio and video Zoom. Citizens and Customers Board of Directors General Manager (5) Safety and Security Administration Purchasing and Facilities Controller and Budgetary Services Treasury and Accounting Services Customer Service Meter Services Water System Operations Utility Maintenance/ Construction Water Resources, Planning, Design and Environmental Administrative Services (23) Human Resources Information Technology and Geographic Information System Finance (31) Strategic Planning Public Services and Field Services Engineering (26) Water Operations (54) Collection, Treatment, and Reclamation Operations 4 Overview Budget Process The District has integrated the Capital Improvement Program (CIP) Budget and the Operating Budget. These budgets are developed based on the District’s Water Resources Master Plan, the Sewer Master Plan, and Strategic Business Plan. New initiatives and programs are categorized into the Balanced Scorecard perspectives. Appropriate budget amounts are determined by using the historical data of operations and new growth, developers’ input, SANDAG projections, and economic outlook. To assure reliable and high-quality service to the growing customer base, the District has committed to a number of long-range strategies that drive the budgeting process. The strategies and assumptions used to develop the District’s integrated budget are: An average projected long-term growth rate of 0.25%. Pass-through rate increases for costs imposed on the District by the wholesale water providers. Accurate projections of capital budget needs (including replacement needs). Reserve funding in accordance with the Reserve Policy to meet future growth demands and maintain financial stability. Funding of the Strategic Plan initiatives as categorized into the Balanced Scorecard perspectives. Avoid rate spikes by leveling rate increases over a six-year period. The Finance Department prepares the budget for the potable, recycled, and sewer systems. This is done using estimated changes in costs from the District’s wholesale water providers as well as estimated changes in sewer charges provided by the County and City of San Diego. Other significant factors in the budget development include estimated water volumes, water cost projections, debt Year-end Balances Operating Budget Input 6-Year Rate Model Strategic Plan Operating Budget Water & Sewer Rates CIP Budget 6-Year CIP Budget Input MWD/CWA & City Sewer Rates Assumptions Interest Rates Inflation Growth Sales Targets Debt Coverage Reserve Levels 5 Overview coverage for current and future debt issuances, reserve levels, projected growth in customer accounts, and weather. Additionally, all general revenue and expense budgets are calculated using trend analysis and any external factors that may affect these items. Personnel Budget The budgeting of salaries and benefits is performed in the position budgeting module of the Enterprise Resource Planning (ERP) system. This tool allows the District to budget for each authorized position and the associated benefits in an automated fashion. Departments submit requests for new positions, reclassifications, or advancements to the General Manager. Upon their approval, the Finance Department enters these changes, as well as negotiated pay increases and benefit rate changes, into the position budget system. Position budgeting calculates the salaries and benefits to be included in the District’s budget. Administrative and Materials and Maintenance Budget Administrative and Materials and Maintenance expenses are entered into the budget model of the ERP system by individual department requests. These requests are compared to last year’s budgeted and actual expenses to determine reasonableness by the Finance Department. All costs are justified and supported by explanations. Finance compiles the operating budget and submits it to the General Manager for review prior to presentation to the Board of Directors. Capital Improvement Plan (CIP) Budget The Engineering Department issues budget instructions for the CIP budget process. Each year, all existing CIP projects are reviewed and capital project costs are adjusted and/or closed as appropriate. This requires each project manager to review the year-to-date project expenses and then estimate costs to the end of the fiscal year. They also project future costs to complete the project. Adjustments to capital project expenses include scope changes and/or construction cost increases. District Chiefs discuss the cost-benefit of projects, evaluate the reasonableness of the project budget, current and alternate funding source(s) as well as the timing and/or priority of the project. All new CIP project requests and significant changes to existing projects are reviewed and approved by all District’s Chiefs and the General Manager. All CIP projects are entered into the CIP Budget application. The Engineering Department works closely with the Finance Department to finalize the six-year CIP Program Budget. Finance ensures that the District funding and reserve levels are maintained in accordance with the District’s policy. Engineering then compiles the six-year CIP Program Budget and submits it to the General Manager for review prior to presentation to the Board of Directors. Budget Control and Jurisdiction The District has a three-year Strategic Plan, and each year in the spring, the portion of the plan that pertains to the upcoming fiscal year is presented to the Board of Directors for review and direction. This is followed by a coordinated presentation of the budget by all departments, to the Board of Directors for their approval at a special budget workshop in June. The review of the Strategic Plan and the adoption of the budget on an annual basis give the District its direction for the following fiscal year. 6 Overview During the year, each department receives monthly budget and cost reports that are essential to monitor and control costs. As events occur or conditions change, modifications to or deviations from the original budget may be necessary. In the event the General Manager determines that an emergency exists which requires immediate action; he may transfer appropriations within the budget allocations or request that the Board of Directors increase the current budgeted funds. Due to the size of the District’s CIP, a separate budget book has been prepared outlining in detail the projects and expenditures required to ultimate build-out. A synopsis of the CIP may be found under the Capital Budget section of this report. As part of the integrated budget, capital purchases have been included within the CIP Budget. The budget report is intended as a financial guide and may be modified by the Board of Directors during the fiscal year. All approved modifications to the budget will be documented in the form of a staff report and noted in the board meeting minutes. Budget Basis The District utilizes the accrual basis for budgeting which is the same as the basis of accounting used in the audited financial statements, recognizing revenues and expenses in the period in which they are earned and incurred, regardless of the timing of cash receipts and disbursements. The District reports its activities on an enterprise fund basis, which is used to account for operations that are financed and operated in a manner similar to a private business enterprise and conforms to the guidelines of Generally Accepted Accounting Principles (GAAP). It is the intent of the District to recover the costs (including replacement cost of existing assets) of providing goods or services to the general public on a continuing basis, through financing or primarily through user charges. Fund Structure The District budgets services in one of the three business segments: Potable, Sewer, or Recycled. Each business segment categorizes revenue and expenditure as a function of the Operating Budget, Capital Improvement Plan Budget, or Developer Deposits. Please refer to the District’s Reserve Policy, in the Operating and Capital Budget for FY 2020-2021, which provides the detailed flow of funds. Recycled Sewer Sewer Operating Budget Sewer CIP Budget Sewer Developer Deposits Recycled Operating Budget Recycled Developer Deposits Recycled CIP Budget Potable Potable Operating Budget Potable CIP Budget Potable Developer Deposits 7 Overview CIP Budget Calendar Each year, the Engineering Department prepares budget instructions for distribution to the departments. These instructions give direction and deadlines for each phase of the CIP budgeting process. The CIP Budget Process is explained on pages 6-7. December-January February March-April May-June 12/9/19 Budget instructions for the Operating and Capital Budget are distributed to departments 12/9/19 - 1/17/20 Departments begin CIP Budget Process which includes: Review existing FY 2020 CIP Projects. Remove any CIPs that are complete or will not be budgeted in the CIP budget the next six-years. Estimate the total project-to-date expenditures through 6/30/20 for each CIP. Adjust the annual amount for the remaining CIPs and include justifications for each year’s changes. Develop CIP project cost and schedules Submit new CIP projects to Engineering for consideration. 2/4/20 Finance initial review of CIP Budget with Chief of Engineering including year over year explanations 2/10/20 Engineering reviews all CIP budget requests with General Manager 2/19/20 Engineering to have second review and finalize the FY 2021 CIP Budget including year to year explanations 3/9/20 Engineering finalizes CIP projects with Chiefs 3/19/20 Engineering to finalize CIP projects with Finance and General Manager 4/9/20 CIP Sheets finalized and sent to Finance to incorporate into rate model to determine proposed rates 4/20/20 Review assumptions and rates with Assistant Chiefs, Chiefs, and General Manager 4/29/20 FY 2021 key assumptions, inputs, and open items for Practice Run-through 5/14/20 Hard and soft copies of preliminary Budget provided to Assistant Chiefs, Chiefs, and General Manager for review 5/18/20 FY 2021 Budget: Practice Run-through 6/3/20 Board Meeting/Board Workshop #2 – approval of the FY 2020-2021 Operating and Capital Budget and FY 2021-2026 Capital Improvement Program Budget 8 Overview Demographics The City of Chula Vista is the second largest city in the San Diego metropolitan area and most of the City east of the I-805 freeway is within the District’s service area. The following reflects the demographics of the City of Chula Vista: Demographics Population – City of Chula Vista 272,202 Otay Water District population served (approximate) 225,870 Persons/Household 3.35 Ethnic/Racial makeup (City of Chula Vista) Hispanic 61% Non-Hispanic White 19% Asian 13% Black 4% Other 3% Median Age 33.5 Median Household Income $76,354 Percentage with 4-year degree or higher 28.8% Source: San Diego Association of Governments, Current Estimates and United States Census Bureau Service Area Assessed Valuation The District’s service area encompasses property with over $32.5 billion of assessed valuation. Properties are assessed at 100% of their full value less exemption from taxation under the law and homeowner’s exemptions. The District receives its portion of the 1% property tax, according to Proposition 13 and AB8. With the very recent increases in the assessed valuation, the District will benefit by receiving its proportionate share of this increase. Five-Year Service Area Assessed Valuation 26 28 29 31 33 $0 $5 $10 $15 $20 $25 $30 $35 FY 2016 FY 2017 FY 2018 FY 2019 FY 2020 Bi l l i o n s 9 Overview Ten Principal Taxpayers – Fiscal Year 2020 Organization Assessed Percent Value to Total 1. GGP-Otay Ranch LP $ 205,753,716 0.63% 2. Rancho Investors LP 166,821,912 0.51% 3. John Hancock Life Insurance Co USA 152,798,205 0.47% 4. Sharp Chula Vista Medical Center 143,048,978 0.44% 5. Corrections Corporation of America 128,137,991 0.39% 6. Regulo Place Apartments Investors LLC 117,747,271 0.36% 7. Homefed Otay Land II LLC 109,469,069 0.34% 8. Brisa Acquisitions LLC 100,316,870 0.31% 9. N M Pulse LLC 98,957,104 0.30% 10. Vista Pacific Villas LP/Sunbow Partners LP 98,744,456 0.30% Total Top 10 Principal Taxpayers $1,321,795,572 4.05% Total Service Area Assessed Valuation $32,526,483,633 Ten Largest Customers – Fiscal Year 2020 Customer Customer Annual % of Water Name Type Revenues Sales 1. City of Chula Vista Publicly Owned $ 3,531,178 3.9% 2. State of California Publicly Owned 1,140,710 1.3% 3. County of San Diego Publicly Owned 1,026,287 1.1% 4.Eastlake III Community Association Commercial 886,948 1.0% 5.Chula Vista Elementary School District Publicly Owned 705,034 0.8% 6. Sweetwater Union High School District Publicly Owned 596,194 0.7% 7. Eastlake Country Club Commercial Recycled 551,600 0.6% 8. Elite Athlete Services, LLC Commercial 388,580 0.4% 9. Windingwalk Master Association Commercial 336,757 0.4% 10. Homefed Village III Temporary 329,712 0.4% Total 10 Largest Customers $ 9,493,000 10.6% Total District Customers $ 90,435,099 Source: County of San Diego Auditor and Controller 10 Overview Water Rate Comparison, Member Agency Water Rates (1) The District strives to remain cost effective in its rate setting by controlling operating costs, yet passing through the full cost of supply. In September 2020, the District conducted a survey of the water rates of the water providers within San Diego County. The following chart shows that the District has the fifth lowest water rate in the region. Projected Water Bill for FY 2021 Based on 11 Units of water used and ¾” residential meter size 119.76 117.39 115.94 112.11 107.23 105.67 105.54 104.16 103.89 94.64 88.55 86.42 83.39 83.38 82.67 81.17 78.58 77.96 76.46 73.93 71.22 63.24 $0 $20 $40 $60 $80 $100 $120 $140 Ramona Padre Dam *Rainbow *Fallbrook Escondido *Valley Center Rincon Yuima Del Mar Vista San Diego Olivenhain *Vallecitos Helix Poway Oceanside *Carlsbad Otay Water District Sweetwater *Santa Fe San Dieguito Lakeside * At the time of the survey in September 2020, the member agency's FY 2021 rate was unavailable and an assumption was made that no rate increase will be implemented in FY 2021. (1) Only 22 of the 24 member agencies are surveyed. Camp Pendleton is not included in this survey due to being a Marine Corps Base. The City of National City is not included because their water is supplied by Sweetwater. 11 Overview Sewer Rate Comparison The District conducted a survey of the rates of the sewer providers within San Diego County. Sewer rates are billed at either a fixed or variable rate. The following chart shows the various sewer providers and the type of rate that is charged to the consumers. The District is the fifth lowest sewer rates in the County of San Diego. 134.83 81.39 81.25 80.99 80.41 79.17 76.26 68.46 66.08 64.01 62.15 61.08 60.54 57.58 56.86 56.67 56.45 55.25 54.72 53.08 52.39 48.75 42.47 42.46 39.52 38.99 28.66 28.64 $- $20 $40 $60 $80 $100 $120 $140 $160 Del Mar *Fallbrook Oceanside Olivenhain Encinitas *Rancho Santa Fe Padre Dam Ramona *Rainbow El Cajon Poway Imperial Beach La Mesa Escondido Solana Beach Vista *Valley Center - MG Buena Chula Vista Lemon Grove San Diego, City Coronado, City National City Otay Water District San Diego, County *Vallecitos *Carlsbad Leucadia Projected Sewer Bill for FY 2021 Based on 10.3 Units of water used and ¾” residential meter size * At the time of the survey in September 2020, the member agency's FY 2021 rate was unavailable and an assumption was made that no rate increase will be implemented for FY 2021. 12 Overview San Diego Rainfall San Diego received above average rainfall of 13.71 inches in FY 2020. The 10-year average of 9.50 inches for San Diego rainfall reflects the long-term drought conditions for our area. San Diego's rainfall average over 20 years is 9.05 inches; the 30-year average is 9.78 inches; and the 40-year average is 9.93 inches. San Diego rainfall, while a contributing factor, is not the controlling factor for our potable water supply shortage. The San Diego region imports 80.0% of its potable supply, so conditions elsewhere significantly affect the actual amount of water available to the District. In the event the amount of water supplied to the District is reduced, water sales revenues would decrease. Related water purchase expenses would also be reduced, mitigating the impact of the decrease in revenues. The amount of any supply reduction would dictate the magnitude of the District's response and type of reaction. Current Economic Conditions COVID-19 Pandemic According to the Xpera Group, the national unemployment rate dipped to 3.6% in January and six months later, dropped down to 10.8%. The gains in May and June show that unemployment claims were likely due to workers being furloughed as a result of the COVID-19 pandemic. 12.62 8.03 6.51 5.06 9.03 10.82 12.97 3.40 12.84 13.71 0 5 10 15 20 25 30 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 In c h e s San Diego Rainfall Fiscal Years 2011 - 2020 Annual Rainfall 10 year average Source: Western Regional Climate Center 13 Overview Total Employment United States January – July 2020 Month Total Jobs (in thousands) Change January 158,714 February 158,759 45 March 155,772 (2,987) April 133,403 (22,369) May 137,242 3,839 June 142,182 4,940 July 143,532 1,350 Source: Xpera Group, Bureau of Labor Statistics COVID-19: San Diego Employment The impact of Governor Newsom’s stay-at-home orders issued statewide on March 19, 2020 is reflective in San Diego County’s unemployment rate which had the largest increase from March to April of 4.2% to 15%. The industry that suffered the largest loss has been leisure and hospitality as shown below. Job Losses by Category Wage and Salary Employment San Diego County March – June 2020 Category March June Change % of Losses Leisure & Hospitality 192,900 114,600 78,300 40.6% Construction 80,200 77,200 3,000 1.6% Professional & Business Services 259,500 251,000 8,500 4.4% Manufacturing 117,100 106,800 10,300 5.3% Government 252,900 240,000 12,900 6.7% Education & Health Services 219,600 199,300 20,300 10.5% Trade, Transportation & Utilities 218,800 190,300 28,500 14.8% TOTAL 1,494,000 1,301,000 193,000 Source: Xpera Group, Bureau of Labor Statistics COVID-19 Impacts The impacts of COVID-19 on the region, and the District, are unprecedented. To estimate the impact of COVID-19 on this budget and the subsequent fiscal years, the District analyzed data provided by a local economist, communications from the County of San Diego, and reports published by AWWA. The adverse financial impacts of the COVID-19 pandemic were projected to impact sales volumes, property tax collections, growth revenues, and bad debt. In response to these impacts the District has incorporated savings initiatives into the FY 2021 budget and six-year Unemployment Rate United States January – July 2020 Month Unemployment Rate Employment Rate January 3.6% 96.4% February 4.4% 95.6% March 4.4% 95.6% April 14.7% 85.0% May 13.3% 86.7% June 11.1% 88.9% July 10.8% 89.2% 14 Overview rate model. The cumulative savings initiatives implemented as part of this budget and six-year rate model are projected to fully offset the projected financial impacts of the COVID-19 pandemic. San Diego County Water Supply A safe, reliable water supply is crucial for the vitality of the San Diego region’s economy and quality of life for residents. San Diego County imports approximately 80% of its water from the Colorado River and Northern California. Since these sources face legal and environmental constraints, the region has been making investments in the region’s water delivery and storage system and exploring other avenues to ensure an adequate water supply. This includes water recycling, water- use efficiency programs, water storage, groundwater desalination, and seawater desalination. Desalinated Water Supply In December 2015, the Claude “Bud” Lewis Carlsbad Desalination Plant began producing approximately 50 million gallons of water per day to the CWA, enough to serve approximately 400,000 people, meeting 7% – 10% of the region’s demand. Since the production of desalinated water from the Carlsbad plant, the District’s customers have received a portion of this highly reliable, drought-proof water supply. The amount of desalinated water that the District’s customers receive fluctuates daily based on a variety of factors including the CWA’s potable water demands. Economic Outlook At the start of each budget cycle, the District enters into a contract with an economist to complete an economic and demographic analysis of the national and local economy. The study also provides information on the changes in population, residential and commercial development within the District service area. The following highlights the report: The U.S. population growth is approximately 2.0-2.5 million annually and projections anticipate a gradual decline in the rate of annual population gain. The U.S. unemployment rate, as of April 2020, was 4% nationally and is projected to remain in the 4.0% - 4.5% range. San Diego’s population is projected to reach more than 3.8 million by the year 2040. San Diego County has averaged 30,000 new civilian jobs annually. As a result, the civilian unemployment rate is below 3%. If the statistics include the military, the unemployment rate would be lower. The median price of a detached home in San Diego County is $665,000. The Future Capital Improvement Program The District provides water and sewer service to a population of approximately 225,870 customers, including residential, business, government, industrial, and agricultural water users across urban, suburban, and rural areas. The District’s service area population is projected to grow by 41% to 319,000 residents by 2050. To ensure a reliable water supply and sewer system for the future 15 Overview including sustaining the current infrastructure, the District has developed several future planning documents, which provide a guide to defining the District’s proposed projects. These planning documents include: The District’s 2015 Water Facilities Master Plan Update, Wastewater Management Plan, 2015 Urban Water Management Plan, 2015 Integrated Water Resources Plan, and 2019-2022 Strategic Plan. The major projects planned for delivery over the next six fiscal years include: • 711-2 Pump Station Replacement (P2578) • Various Waterline Replacements (18 Total) • Reservoir Improvements (12 Total) • Sewer Basin Improvements (S2049, S2050, and S2053) • Automated Meter Reading (P2604 and R2143) and Meter Replacement (P2594, P2662, R2148, and R2152) Otay Mesa Desalination Conveyance and Disinfection System Project (P2451) The Otay Water District continues its commitment to conserve and recycle water and to diversify the water resources that serve its customers, thus reducing dependence on traditional water supplies from the Colorado River and the Sacramento-San Joaquin Delta. In light of the growing need for new potable water supplies in Mexico and San Diego County, the proposed Rosarito plant and the District’s Otay Mesa Conveyance and Disinfection System Project would provide a new drought-proof water supply to its customers. In May 2017, the U.S. Department of State granted a presidential permit to allow the Otay Water District to build a potable water pipeline to cross the U.S.-Mexico border. This permit authorized the District to “construct, connect, operate, and maintain cross-border water pipeline facilities for the importation of desalinated seawater at the International Boundary between the United States and Mexico in San Diego County, California.” Although purchasing and transporting water from Aguas de Rosarito’s desalination plant in Rosarito, Baja California, Mexico, has been a component of the District’s water supply diversification efforts, the project for the District has been halted. The District is interested in diversifying its water supplies by purchasing potential excess desalinated ocean water from a future Rosarito desalination plant, after the project has first satisfied and secured the water needs of its Mexican consumers in northern Baja California. If the project does move forward, the District’s project has already undergone environmental review as required by the California Environmental Quality Act and National Environmental Policy Act and has obtained a U.S. Fish and Wildlife biological permit. The District recognizes that such a project requires rigorous safeguards and review to ensure the protection of public health and a permit from the California Water Resources Control Board’s Division of Drinking Water will be needed to ensure that water imported from Mexico meets the same water quality drinking standards as water from regional lakes, from the Claude “Bud” Lewis Carlsbad Desalination Plant, and from the City of San Diego’s Pure Water Program. 16 Overview The District fully understands and respects Baja California’s sovereign decision to either approve or not approve the project. This interest has been discussed openly and transparently at the District’s public Board meetings, as has its continued commitment to water conservation, recycling, diversification, and reducing the District’s reliance on the Colorado River for the future benefit of our water customers. If the project advances, San Diego County and the District’s cross-border region would add desalinated water to the long list of energy, aerospace, medical device, and electronics products that cross the border every day. Future Development Using the economist’s report, the District’s engineering staff projects that over the next six years the District will sell another 2,320 meters which translates to 3,473 equivalent dwelling units (EDUs). Residential Construction The following table summarizes the projected new units for sale and new units for rent from Fiscal Year 2021 through Fiscal Year 2026. It is anticipated that most of the development in the District will be in East Chula Vista (Otay Ranch). There is a large development in apartments and townhomes to appeal to the young families. Projected Meter Sales in Equivalent Dwelling Unit (EDUs) 33 3 28 3 55 9 80 3 81 6 68 2 0 200 400 600 800 1,000 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 17 Overview Projected Units for Sale and Rental Otay Water District Service Area FY 2021 through FY 2026 Project 2021 2022 2023 2024 2025 2026 Total Total Single-Family Detached 175 125 337 539 562 450 2,188 Total Single-Family Attached 250 225 450 642 760 697 3,024 Total For Sale 425 350 787 1,181 1,322 1,147 5,212 Revised Apartments 482 500 1,000 1,200 1,000 1,000 5,182 Total 907 850 1,787 2,381 2,322 2,147 10,394 % Sale 47% 41% 44% 50% 57% 53% 50% % Rental 53% 59% 56% 50% 43% 47% 50% Source: The Xpera Group, March, 2020 Commercial Construction Commercial construction in the District is projected to be significant during the next six years with 6,860,000 square feet of commercial development in the planning stages and under construction, including a 3.4 million square foot Amazon facility. There are also approximately 682 total hotel rooms in five planned hotel projects. Under Construction and Planned Commercial Development Expected Delivery FY 2021 through FY 2026 Expected Delivery Year 2021 2022 2023 2024 2025 2026 TOTAL Industrial (Sq. Ft.) 700,000 500,000 400,000 400,000 400,000 400,000 2,800,000 Amazon (Sq. Ft.) 3,400,000 3,400,000 Office (Sq. Ft.) 10,000 10,000 150,000 150,000 10,000 150,000 480,000 Retail (Sq. Ft.) 15,000 20,000 20,000 20,000 90,000 15,000 180,000 Total (Sq. Ft.) 725,000 3,930,000 570,000 570,000 500,000 565,000 6,860,000 Hotels (Rooms) 153 179 _ 250 _ 100 682 Source: The Xpera Group March 2020 Miscellaneous Development The City of Chula Vista has two major upcoming projects that are located in the District’s service area: University Village and Sunroad East Otay Mesa Business Park (Sunroad Project). The Sunroad Project is currently planned for a combination of 3,100 multi-family units and 843,000 square feet of commercial space. University Village is a proposed campus of St. Katherine University which is currently based in San Marcos. The land is also planned for a total of 1,597 residential units and 29.3 acres of industrial space. 18 Overview Proposed Miscellaneous Development Activity Chula Vista/Otay Mesa Property Location Type Acres Est Date of Completion Sunroad East Otay Mesa Business Park SR125 & Otay Mesa Road Mixed use, including 3,100 housing units, 78,000 square feet of retail space and 765,000 square feet of industrial/high tech space. 253 2025 Salt Creek Golf Course Hunte Parkway, east of SR125 164 acres to be sold, 80 acres to remain undeveloped 245 2025 University Village Innovation Center First project: St. Katherine’s University in planning with 1,000 students 1,281 2023 Brown Field Otay Mesa Road Airport with commercial development 880 2038 Source: The Xpera Group March 2020 19 20 Overview Strategic Planning Process The District’s strategic planning process is designed to provide clarity, direction, and focus for its water service and to ensure the agency is working toward a common goal. The primary purpose of the Strategic Plan is to ensure alignment of the District’s mission, vision, values, and plan execution. Lastly, the Strategic Plan helps the District manage its day-to-day operations and services, and reduce business risk. The District’s Strategic Plan is developed using the Balanced Scorecard framework. Using this framework, the District’s Strategic Plan is centered on four perspectives: customer, financial, internal business process, and learning and growth. The key to this planning framework is that these perspectives are not developed in isolation of each other, but as a unified set of strategies and objectives. This unified approach is clearly understood throughout the District and by its governing Board. Each of the four perspectives is explained below: Customer: Focuses on performance related to customer service levels, satisfaction, brand, and confidence. Financial: Focuses on the financial performance of the agency. Internal Business Process: Focuses on business processes designed to deliver and improve customer objectives and services. Learning and Growth: Focuses on the agency’s culture and development of staff to ensure there is a productive and skilled workforce in place. In addition, the District uses the American Water Works Association’s (AWWA) utility benchmarking performance indicators to monitor, track, and improve day-to-day essential tasks and services, which are collected on a quarterly schedule. Execution of strategic objectives and industry-based performance indicators are presented bi-annually to the public and Board. The District’s current strategic plan is a continuation of the 2015-2018 plan, and it is the 6th multi-year plan dating back to 2002. Led by the General Manager and management team, strategic sessions were held to review risks, opportunities, and develop short and long-term goals. The team carefully examined and prioritized operational and service goals ranging from enhancing customer engagement to pension liability. In a special workshop held in December 2017, the District’s Board, along with an outside consultant, reviewed and provided feedback on the 2019-2022 Strategic Plan and set in motion via the General Manager, the direction to prepare, finalize, and complete the District’s new four-year plan. The complete 2019-2022 Strategic Plan is located on our website. The following pages reflect the District’s perspectives, goals, key performance indicators, measurement methods, and targets for each department: Key Performance Indicators: Administrative Services Performance Indicator Target Enterprise System Availability No less than 99.5% availability per quarter annually FY 2019 (1)FY 2020 FY 2021 Target 99.5% 99.5% 99.5% Actual 99.5% 99.5% 99.5% (2) Performance Indicator Target Employee Voluntary Turnover Rate Less than 5% turnover annually FY 2019 (1)FY 2020 FY 2021 Target 5.0% 5.0% 5.0% Actual 3.7% 2.2% 0.0% (2) Performance Indicator Target Training Hours per Employee 12 hours or more per employee annually FY 2019 (1)FY 2020 FY 2021 Target 12.0 12.0 12.0 Actual 26.9 59.9 12.0 (2) (1) The first year of the FY 2019-2022 Strategic Plan (2) FY 2021 projected performance indicator Le a r n i n g a n d G r o w t h Goal Measurement Method Provide hands-on leadership, support, and empowerment of staff, in order to maintain an accountable high- performing workforce. Number of voluntary resignations (not including retirements) /Average number of employees Le a r n i n g a n d G r o w t h Goal Measurement Method Provide hands-on leadership, support, and empowerment of staff, in order to maintain an accountable high- performing workforce. Total qualified training hours for all employees/ Average number of full time employees (FTE) Overview In t e r n a l B u s i n e s s Pr o c e s s e s Goal Measurement Method Improve business services by continually improving essential processes, invest in strategic technology, and achieve new efficiencies. 99.5% = 3.60 hours of downtime per month/1.83 days of downtime in a year 21 Key Performance Indicators: Administrative Services (continued) Performance Indicator Target Safety Training Program 24 hours or more per field employee annually FY 2019 (1)FY 2020 FY 2021 Target 24.0 24.0 24.0 Actual 34.0 79.0 24.0 (2) Performance Indicator Target Injury Incident Rate(3) No more than 6.8 incidents per 200,000 hours worked annually FY 2019 (1)FY 2020 FY 2021 Target 6.8 6.8 6.8 Actual 4.4 2.9 6.8 (2) (1) The first year of the FY 2019-2022 Strategic Plan (2) FY 2021 projected performance indicator (3) KPI based on calendar year and results would be available at 4th quarter of the following fiscal year Fi n a n c i a l Goal Measurement Method Plan and execute sound financial activities that are essential to running and sustaining District operations, with the lowest possible impact to customers. [200,000 (Number of injuries and illnesses)]/Employee hours worked Overview Le a r n i n g a n d G r o w t h Goal Measurement Method Provide hands-on leadership, support, and empowerment of staff, in order to maintain an accountable high- performing workforce. Number of safety training hours/ Number of field employees (includes mandated training) 22 Key Performance Indicators: Finance Performance Indicator Target Answer Rate No less than 97% per quarter annually FY 2019 (1)FY 2020 FY 2021 Target 97.0% 97.0% 97.0% Actual 98.4% 98.4% 97.0% (2) Performance Indicator Target Billing Accuracy No less than 99.8% per quarter annually FY 2019 (1)FY 2020 FY 2021 Target 99.8% 99.8% 99.8% Actual 99.9% 99.99% 99.8% (2) Performance Indicator Target Percentage of Customers Paying Bills Electronically No less than 75% per quarter annually FY 2019 (1)FY 2020 FY 2021 Target 75.0% 75.0% 75.0% Actual 78.7% 80.5% 75.0% (2) (1) The first year of the FY 2019-2022 Strategic Plan (2) FY 2021 projected performance indicator Goal Execute and deliver services that meet or exceed customer expectations, and increase customer engagement in order to improve District services. Measurement Method Plan and execute sound financial activities that are essential to running and sustaining District operations, with the lowest possible impact to customers. Number of customers paying bills electronically/ Total number of customers Overview Measurement Method Number of all calls answered/Number of all calls received Goal Measurement Method Cu s t o m e r Fi n a n c i a l Plan and execute sound financial activities that are essential to running and sustaining District operations, with the lowest possible impact to customers. Number of correct bills/Number of total bills Fi n a n c i a l Goal 23 Key Performance Indicators: Finance (continued) Performance Indicator Target Overtime Percentage Less than 100% of the budgeted overtime per quarter annually FY 2019 (1)FY 2020 FY 2021 Target 100.0% 100.0% 100.0% Actual 129.0% 72.0% 100.0% (2) Performance Indicator Target Sewer Rate Ranking Bottom 50th percentile for the 28 sewer service providers in San Diego annually FY 2019 (1)FY 2020 FY 2021 Target 14 14 14 Actual 3 5 5 (2) Performance Indicator Target Water Rate Ranking Bottom 50th percentile for the 22 member agencies in San Diego annually FY 2019 (1)FY 2020 FY 2021 Target 11 11 11 Actual 3 5 5 (2) (1) The first year of the FY 2019-2022 Strategic Plan (2) FY 2021 projected performance indicator Goal Measurement Method Plan and execute sound financial activities that are essential to running and sustaining District operations, with the lowest possible impact to customers. Otay percentage ranking among regional agencies Goal Measurement Method Plan and execute sound financial activities that are essential to running and sustaining District operations, with the lowest possible impact to customers. Otay percentage ranking or the average bill for sewer among regional agencies Goal Measurement Method Plan and execute sound financial activities that are essential to running and sustaining District operations, with the lowest possible impact to customers. Fi n a n c i a l Fi n a n c i a l Fi n a n c i a l Actual overtime costs (including comp time) Overview 24 Key Performance Indicators: Finance (continued) Performance Indicator Target Reserve Level No less than 85% annually FY 2019 (1)FY 2020 FY 2021 Target 85.0% 85.0% 85.0% Actual 100.0% 100.0% 85.0% (2) Performance Indicator Target Distribution System Loss Less than 5% per quarter annually FY 2019 (1)FY 2020 FY 2021 Target 5.0% 5.0% 5.0% Actual 3.6% 3.8% 5.0% (2) Performance Indicator Target Accounts per Full-Time Employee (FTE) 407 accounts per FTE annually FY 2019 (1)FY 2020 FY 2021 Target 409.0 408.0 407.0 Actual 410.0 410.0 407.0 (2) (1) The first year of the FY 2019-2022 Strategic Plan (2) FY 2021 projected performance indicator Fi n a n c i a l Goal Overview Fi n a n c i a l Goal Measurement Method Plan and execute sound financial activities that are essential to running and sustaining District operations, with the lowest possible impact to customers. 100 [Volume purchased–(volume sold + volume used)/Volume purchased] Fi n a n c i a l Goal Measurement Method Plan and execute sound financial activities that are essential to running and sustaining District operations, with the lowest possible impact to customers. Potable + Recycled + Sewer Accounts/ Number of full-time employees Measurement Method Plan and execute sound financial activities that are essential to running and sustaining District operations, with the lowest possible impact to customers. Number of reserve funds that meet or exceed fund target levels/Total number of reserve funds 25 Key Performance Indicators: Finance (continued) Performance Indicator Target O&M Cost per Account No more than $575 per account annually FY 2019 (1)FY 2020 FY 2021 Target $571 $552 $575 Actual $548 $545 $575 (3) Performance Indicator Target Water Debt Coverage Ratio 150% excluding growth revenue annually FY 2019 (1)FY 2020 FY 2021 Target 150% 150% 150% Actual 165% 188% 150% (3) Performance Indicator Target Sewer Debt Coverage Ratio (3) 150% excluding growth revenue annually FY 2019(1)FY 2020 FY 2021(2) Target NA 150% 150% Actual NA 1241% 150% (3) (1)The first year of the FY 2019-2022 Strategic Plan (2)FY 2021 is the first year for this key performance indicator (3)FY 2021 projected performance indicator Fi n a n c i a l Goal Measurement Method Plan and execute sound financial activities that are essential to running and sustaining District operations, with the lowest possible impact to customers. Qualified net operating revenue/Debt Service requirements Fi n a n c i a l Goal Measurement Method Plan and execute sound financial activities that are essential to running and sustaining District operations, with the lowest possible impact to customers. Qualified net operating revenues/Debt service requirements Plan and execute sound financial activities that are essential to running and sustaining District operations, with the lowest possible impact to customers. Total O&M costs/ Number of Accounts Fi n a n c i a l Goal Measurement Method 26 Overview Key Performance Indicators: Water Operations Performance Indicator Target (1) Technical Quality Complaint No more than 7.1 complaints per 1,000 customer accounts annually/7.1 FY 2019 (2)FY 2020 FY 2021 Target 7.10 7.10 7.10 Actual 3.55 3.51 4.0 (3) Performance Indicator Target Planned Potable Water Maintenance Ratio in $ 66% of labor dollars spent on preventative maintenance per quarter annually FY 2019 (2)FY 2020 FY 2021 Target 66.0% 66.0% 66.0% Actual 74.0% 76.9% 66.0% (3) Performance Indicator Target Planned Recycled Maintenance Ration in $ 70% of labor dollars spent on preventative maintenance per quarter annually FY 2019 (2)FY 2020 FY 2021 Target 70.0% 70.0% 70.0% Actual 74.0% 70.0% 70.0% (3) (1)Target utilizes AWWA benchmark (2)The first year of the FY 2019-2022 Strategic Plan (3)FY 2021 projected performance indicator Overview Cu s t o m e r Goal Measurement Method Execute and deliver services that meet or exceed customer expectations, and increase customer engagement in order to improve District services. 1,000 (Number of technical quality complaints)]/ Number of active customer accounts per reporting period Fi n a n c i a l Goal Measurement Method Plan and execute sound financial activities that are essential to running and sustaining District operations, with the lowest possible impact to customers. Total planned maintenance cost/Total maintenance cost Fi n a n c i a l Goal Measurement Method Plan and execute sound financial activities that are essential to running and sustaining District operations, with the lowest possible impact to customers. Total planned maintenance cost/Total maintenance cost 27 Key Performance Indicators: Water Operations (continued) Performance Indicator Target Planned Wastewater Maintenance Ratio in $ 77% of labor dollars spent on preventative maintenance per quarter annually FY 2019 (1)FY 2020 FY 2021 Target 77.0% 77.0% 77.0% Actual 84.4% 91.6% 77.0% (2) Performance Indicator Target Leak Detection Program At least 20% of system surveyed for leaks annually FY 2019 (1)FY 2020 FY 2021 Target 20.0% 20.0% 20.0% Actual 20.0% 20.0% 20.0% (2) Performance Indicator Target Direct Cost of Treatment per MGD No more than $1,050 per MG spent on wastewater treatment annually FY 2019(1)FY 2020 FY 2021 Target $1,050 $1,050 $1,050 Actual $1,072 $771.50 $1,050 (2) (1) The first year of the FY 2019-2022 Strategic Plan (2) FY 2021 projected performance indicator Fi n a n c i a l Goal Measurement Method Plan and execute sound financial activities that are essential to running and sustaining District operations, with the lowest possible impact to customers. Percentage distribution system surveyed for leaks Fi n a n c i a l Goal Measurement Method Plan and execute sound financial activities that are essential to running and sustaining District operations, with the lowest possible impact to customers. Total O&M costs directly attributable to sewer treatment/ Total volume (in MGD) Overview Fi n a n c i a l Goal Measurement Method Plan and execute sound financial activities that are essential to running and sustaining District operations, with the lowest possible impact to customers. Total planned maintenance cost/Total maintenance cost 28 Key Performance Indicators: Water Operations (continued) Performance Indicator Target Percent of Preventative Maintenance Completed - Reclamation Plant No less than 90% per quarter annually FY 2019 (1)FY 2020 FY 2021 Target 90.0% 90.0% 90.0% Actual 98.0% 100.0% 90.0% (2) Performance Indicator Target Percent of Preventative Maintenance Completed - Fleet Maintenance No less than 90% per quarter annually FY 2019 (1)FY 2020 FY 2021 Target 90.0% 90.0% 90.0% Actual 98.5% 95.9% 90.0% (2) Performance Indicator Target Percent of Preventative Maintenance Completed - Pump/Electric No less than 90% per quarter annually FY 2019 (1)FY 2020 FY 2021 Target 90.0% 90.0% 90.0% Actual 100.0% 100.0% 90.0% (2) (1) The first year of the FY 2019-2022 Strategic Plan (2) FY 2021 projected performance indicator In t e r n a l B u s i n e s s Pr o c e s s e s Goal Measurement Method Improve business services by continually improving essential processes, invest in strategic technology, and achieve new efficiencies. Number of PM's completed/Number of PM's scheduled to be completed In t e r n a l B u s i n e s s Pr o c e s s e s Goal Measurement Method Improve business services by continually improving essential processes, invest in strategic technology, and achieve new efficiencies. Number of PM's completed/Number of PM's scheduled to be completed Overview In t e r n a l B u s i n e s s P r o c e s s e s Goal Measurement Method Improve business services by continually improving essential processes, invest in strategic technology, and achieve new efficiencies. Number of PM's completed/Number of PM's scheduled to be completed 29 Key Performance Indicators: Water Operations (continued) Performance Indicator Target System Valve Exercising Program 3,080 valves exercised annually FY 2019 (1)FY 2020 FY 2021 Target 3,080 3,080 3,080 Actual 3,298 2,969 3,080 (2) Performance Indicator Target (3) Potable Water Distribution System Integrity No more than 16 leaks or breaks per 100 miles of distribution piping annually/16.1 FY 2019 (1)FY 2020 FY 2021 Target 16.0 16.0 16.0 Actual 8.4 7.6 16.0 (2) Performance Indicator Target Recycled Water System Integrity No more than 6.6 leaks or breaks per 100 miles of recycled distribution system annually FY 2019 (1)FY 2020 FY 2021 Target 6.6 6.6 6.6 Actual 4.5 0.96 2.7 (2) (1)The first year of the FY 2019-2022 Strategic Plan (2)FY 2021 projected performance indicator (3)Target utilizes AWWA benchmark In t e r n a l B u s i n e s s Pr o c e s s e s Goal Measurement Method Improve business services by continually improving essential processes, invest in strategic technology, and achieve new efficiencies. [100 (Collection system failure)]/ Total miles of collection system piping Overview In t e r n a l B u s i n e s s Pr o c e s s e s Goal Measurement Method Improve business services by continually improving essential processes, invest in strategic technology, and achieve new efficiencies. [100 (Annual total number of leaks & breaks)]/ Total miles of distribution pipes In t e r n a l B u s i n e s s Pr o c e s s e s Goal Measurement Method Improve business services by continually improving essential processes, invest in strategic technology, and achieve new efficiencies. Actual number of valves exercised 30 Key Performance Indicators: Water Operations (continued) Performance Indicator Target (1) Potable Water Compliance Rate No less than 100% per quarter annually/100% FY 2019 (2)FY 2020 FY 2021 Target 100.0% 100.0% 100.0% Actual 100.0% 100.0% 100.0% (3) Performance Indicator Target (1) Sewer Overflow Rate 0 Overflows per quarter annually/0 FY 2019 (2)FY 2020 FY 2021 Target 0 0 0 Actual 1 1 0 (3) Performance Indicator Target Emergency Facility Power Testing Test 100% of all facilities scheduled per quarter to have all emergency facilities tested annually FY 2019 (2)FY 2020 FY 2021 Target 36 36 36 Actual 38 26 36 (3) (1) Target utilizes AWWA benchmark (2) FY 2019 is the first year of the FY 2019-2022 Strategic Plan (3) FY 2021 projected performance indicator Overview In t e r n a l B u s i n e s s P r o c e s s e s Goal Measurement Method Improve business services by continually improving essential processes, invest in strategic technology, and achieve new efficiencies. [100 (Total number of sewer overflows)]/Total miles of pipe in the sewage collection system In t e r n a l B u s i n e s s P r o c e s s e s Goal Measurement Method Improve business services by continually improving essential processes, invest in strategic technology, and achieve new efficiencies. Number of facilities and generators tested/Total facilities In t e r n a l B u s i n e s s Pr o c e s s e s Goal Measurement Method Improve business services by continually improving essential processes, invest in strategic technology, and achieve new efficiencies. All primary health regulations are met 31 Key Performance Indicators: Water Operations (continued) Performance Indicator Target Main Flushing and Hydrant Maintenance 215 or more mains flushed and fire hydrants maintained annually FY 2019 (1)FY 2020 FY 2021 Target 215 215 215 Actual 601 413 215 (2) Performance Indicator Target Critical Valve Exercising 631 critical valves exercised annually FY 2019 (1)FY 2020 FY 2021 Target 631 631 631 Actual 631 631 631 (2) Performance Indicator Target Tank Inspection and Cleaning No less than 8 potable water storage tanks and/or reservoirs cleaned annually FY 2019 (1)FY 2020 FY 2021 Target 8 8 8 Actual 7 11 8 (2) (1) The first year of the FY 2019-2022 Strategic Plan (2) FY 2021 projected performance indicator In t e r n a l B u s i n e s s Pr o c e s s e s Goal Measurement Method Improve business services by continually improving essential processes, invest in strategic technology, and achieve new efficiencies. Number of tanks cleaned and inspected annually Overview In t e r n a l B u s i n e s s Pr o c e s s e s Goal Measurement Method Improve business services by continually improving essential processes, invest in strategic technology, and achieve new efficiencies. Number of mains flushed and fire hydrants maintained In t e r n a l B u s i n e s s Pr o c e s s e s Goal Measurement Method Improve business services by continually improving essential processes, invest in strategic technology, and achieve new efficiencies. Cumulative number of mains flushed plus hydrants maintained 32 Key Performance Indicators: Engineering Performance Indicator Target CIP Project Expenditures vs. Budget 95%-100% of budget, but not to exceed 100% annually FY 2019 (1)FY 2020 FY 2021 Target 95.0% 95.0% 95.0% Actual 104.8% 87.3% 95.0% (2) Performance Indicator Target Construction Change Order Incidence No more than 5% annually FY 2019 (1)FY 2020 FY 2021 Target 5.0% 5.0% 5.0% Actual 3.1% 4.8% 5.0% (2) Performance Indicator Target Mark-out Accuracy No less than 100% per quarter annually FY 2019 (1)FY 2020 FY 2021 Target 100.0% 100.0% 100.0% Actual 99.95% 100.0% 100.0% (2) (1) The first year of the FY 2019-2022 Strategic Plan (2) FY 2021 projected performance indicator Fi n a n c i a l Goal Measurement Method Plan and execute sound financial activities that are essential to running and sustaining District operations, with the lowest possible impact to customers. Total cost of change orders (not including allowances)/Total original construction contract amount (not including allowances)' In t e r n a l B u s i n e s s Pr o c e s s e s Goal Measurement Method Improve business services by continually improving essential processes, invest in strategic technology, and achieve new efficiencies. Number of mark-outs performed without an at- fault hit/Total number of mark-outs performed Overview Fi n a n c i a l Goal Measurement Method Plan and execute sound financial activities that are essential to running and sustaining District operations, with the lowest possible impact to customers. Actual quarterly expenditures/ Annual budget 33 Key Performance Indicators: Engineering (continued) Performance Indicator Target Project Closeout Time No more than a 45 day average per quarter annually FY 2019 (1)FY 2020 FY 2021 Target 45.0 45.0 45.0 Actual 37.0 37.3 45.0 (2) Performance Indicator Target Annual Recycled Water Site Inspections 100% of recycled water sites inspected annually FY 2019 (1)FY 2020 FY 2021 Target 100.0% 100.0% 100.0% Actual 100.0% 100.0% 100.0% (2) Performance Indicator Target Recycled Water Shutdown Testing 90% of recycled site shutdown tests performed annually FY 2019 (1)FY 2020 FY 2021 Target 90.0% 90.0% 90.0% Actual 100.0% 96.4% 90.0% (2) (1) The first year of the FY 2019-2022 Strategic Plan (2) FY 2021 projected performance indicator In t e r n a l B u s i n e s s Pr o c e s s e s Goal Measurement Method Improve business services by continually improving essential processes, invest in strategic technology, and achieve new efficiencies. Percentage of recycled sites inspected per year of those required by the Department of Environmental Health In t e r n a l B u s i n e s s Pr o c e s s e s Goal Measurement Method Improve business services by continually improving essential processes, invest in strategic technology, and achieve new efficiencies. Percentage of recycled water use sites per year compared to those scheduled Overview In t e r n a l B u s i n e s s P r o c e s s e s Goal Measurement Method Improve business services by continually improving essential processes, invest in strategic technology, and achieve new efficiencies. Number of days between Notice of Substantial Completion and Notice of Completion for all construction projects within the quarter/Number of construction projects 34 Key Performance Indicators: Engineering (continued) Performance Indicator Target Easement Desktop Evaluation and Field Inspection (1) 100% of easements evaluated and inspected annually FY 2019 (1)(2)FY 2020 FY 2021 Target 100.0% 100.0% 100.0% Actual 129.0% 188.0% 100.0% (3) (1)The first year of the FY 2019-2022 Strategic Plan (2)The first year for this key performance measure (3)FY 2021 projected performance indicator In t e r n a l B u s i n e s s Pr o c e s s e s Goal Measurement Method Overview Improve business services by continually improving essential processes, invest in strategic technology, and achieve new efficiencies. Number of Actual Easements Evaluated and Inspected/Total Number of Easements 35 This page intentionally left blank 36 Capital Budget The District provides water service to a population of approximately 225,870, which is expected to ultimately increase to 319,000 by the year 2050. This growth, as well as the maintenance of existing assets, requires a long-term capital planning process. The process is dynamic, due to evolving needs of the community, water supply issues, and changing regulations. As such, capital planning is part of the District’s overall strategic planning process. The capital planning process involves identifying current and future needs and prioritizing them based on certain operating assumptions. The primary objective of this planning effort is to support an orderly and efficient program of expansion, new water supply, replacement, and betterment, while maintaining a stable long-range financial plan. To accommodate growth requires that the District invest approximately $280 million in capital assets through ultimate build-out. The Fiscal Year 2021 Capital Budget is $8.5 million and the six-year Capital Improvement Program (CIP) totals $92.3 million. The CIP is consistent with the District's Water Facilities Master Plan, Sewer System Master Plan, current capacity fees, and the District's strategic financial objectives. This CIP Budget document contains the descriptions, justifications, expenditures, and funding for all the identified projects to ultimate build-out. The District’s Capital Improvement Program (CIP) The planning, design, and construction costs of all capital facilities within three business segments (Potable Water, Recycled Water and Sewer) are allocated to four cost types and corresponding fund categories: Expansion, Betterment, Replacement, and/or New Water Supply. The allocation to these four cost types is defined in the District’s Capital Improvement Program (CIP) and is determined by an engineering analysis that identifies which type of customer will benefit from each facility, planned or existing. The costs of the capital improvements are borne by either existing users or by the developing areas, or by a combination of the two, as applicable. Alternative funding sources are not identified until they have been secured. Any secured alternative funding sources will be noted in the project schedule. The following are general descriptions of the four fund categories: Expansion Facilities required to support new or future users are funded from capacity fees or user rates. Betterment Facilities required because of inadequate capacity or new requirements that benefit existing users are funded from availability, betterment fees, or rates. Replacement Facilities required to renew or replace existing facilities that have deteriorated or have exceeded their useful life are funded from user rates. New Water Supply Facilities required to support new sources of water are funded from new supply fees or user rates. 37 Capital Budget Assumptions and Criteria As a component of the annual budget development process, the Engineering staff update the CIP budget using the following process: CIP projects are selected based on the Water Facilities Master Plan (WFMP), the Urban Water Management Plan (UWMP), Sub Area Master Plans (SAMP), Integrated Water Resources Plan (IRP), Wastewater Management Plan (WWMP),the Cathodic Protection Plan, the District’s Strategic Plan, and other focused or specific planning documents and reports to manage growth, maintenance, and the life extension of assets. The CIP goes through an iterative process to meet the criteria of growth, service levels, supply targets, and system reliability. CIP target expenditures for the next six (6) years are refined and used in the rate model. The following general criteria are used to determine the reasonableness of a project before it is considered for inclusion within the CIP budget: Safety and existing facility conditions Operating system conditions and energy improvements Water and sewer system deficiencies Regulatory and permitting requirements Developer driven requirements Economic outlook Growth projections Water supply diversification goals Board and management directives CIP Justification and Impact on Operating Budget The justification for each project is determined by whether it is required due to growth (Expansion), new water sources (New Supply), improvements or upgrades (Betterment), or to replace an existing asset (Replacement). As these projects are completed and placed into service, there may be an impact on the Operating Budget by increasing costs in the areas of maintenance, energy, or chemicals as shown on the justification and impact pages in this section. New CIP projects and projects with material changes are subject to a formal approval process, whereby the projects are reviewed and approved by each department and a senior management panel. At each level of review, projects may be dropped or returned for more information. Once a project has been approved by the department and senior management panel, the project is forward to the General Manager (GM) for approval. Once approved by the GM, projects are added to the CIP budget. 38 Capital Budget The Engineering Department evaluates the District’s recent construction and bidding data and adjusts costs for individual CIP projects as appropriate. Projects are reprioritized based on the District’s planning documents and to control spending to stabilize water and sewer rates. For the Fiscal Years 2021 through 2026 capital improvement program budget, the District anticipates that the recent economic slowdown will increase the number of bids on future projects. Other factors that influence the construction climate are: Shortage of skilled and unskilled labor Regional competition for contracting resources Materials cost escalation due to demand and Federal tariffs To mitigate the factors that influence the construction climate, Engineering staff utilize value engineering, which involves reviewing new and existing projects during the design phase to reduce costs and while maintaining the quality, value, and/or functionality of the capital project. In addition, Engineering staff have identified projects that can be grouped together to attract bidders. Capital Purchases and Facilities All capital expenditures are in the CIP. This includes capital facilities and capital purchases. Capital purchases are non-recurring operating expenditures for assets 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, furniture, and field equipment purchases. Capital facility projects are items that exceed $10,000 or $20,000 for infrastructure related items (as defined under capital equipment on page 296 of the Glossary) and have a useful life of at least two years and the cost is based on current costs. 39 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Total Beginning Balance 36,047$ 35,313$ 30,769$ 34,778$ 39,149$ 48,993$ 36,047$ Sources Capacity Fees 2,555 3,189 6,295 9,251 9,428 8,011 38,729 Debt financing - - 5,500 3,225 15,250 - 23,975 Grants - 260 260 260 - - 780 Interest 266 329 325 367 440 439 2,166 Temporary Meters 1,251 1,254 1,257 1,260 1,264 1,267 7,553 Availability (Betterment Portion)716 743 771 801 832 864 4,727 New Supply Fee 278 - - - - - 278 COPS 2010B Reimbursement 782 781 781 781 781 757 4,663 Transfer from General Fund 13,174 12,878 14,060 16,289 13,712 12,196 82,309 Interfund Transfers 65 87 87 87 87 87 500 Total Sources 19,087 19,521 29,336 32,321 41,794 23,621 165,680 Uses CIP Projects 8,461 12,642 13,758 16,081 20,418 20,896 92,256 Debt Service 9,491 9,545 9,672 9,953 9,597 10,020 58,278 Developer Services 1,869 1,878 1,897 1,916 1,935 1,955 11,450 Total Uses 19,821 24,065 25,327 27,950 31,950 32,871 161,984 Net Sources (Uses)(734) (4,544) 4,009 4,371 9,844 (9,250) 3,696 Ending Balance 35,313$ 30,769$ 34,778$ 39,149$ 48,993$ 39,743$ 39,743$ CIP Reserve Funds ($1,000) The CIP Reserve Funds presentation, shown on the following pages, is designed to provide an understanding of how the funding of CIPs is expected to financially influence the District over the next six years.   The financial impacts are based on CIPs and their funding sources, including fund transfers in accordance with the District’s Reserve Policy, and planned debt issuances.  This data is captured in the District’s Rate Model on an annual basis in order to make these projections.  - 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 CIP SOURCES OF FUNDS ($1,000) Capacity Fees Debt financing Grants Interest Temporary Meters Availability (Betterment Portion) New Supply Fee COPS 2010B Reimbursement Transfer from General Fund Interfund Transfers - 5,000 10,000 15,000 20,000 25,000 30,000 35,000 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 CIP USES OF FUNDS ($1,000) CIP Projects Debt Service Developer Services 40 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Total Source Expansion 69$ 168$ 316$ 801$ 1,186$ 1,018$ 3,558$ Betterment 1,684 2,727 1,945 2,543 3,974 3,471 16,344 Replacement 6,551 9,682 11,432 12,734 15,255 16,376 72,030 New Supply 157 65 65 3 3 31 324 Total 8,461$ 12,642$ 13,758$ 16,081$ 20,418$ 20,896$ 92,256$ FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Total Fund Potable 6,565$ 10,269$ 12,123$ 14,439$ 16,741$ 18,004$ 78,141$ Recycled 1,419 1,656 615 370 2,285 917 7,262 Sewer 477 717 1,020 1,272 1,392 1,975 6,853 Total 8,461$ 12,642$ 13,758$ 16,081$ 20,418$ 20,896$ 92,256$ CIP Funding Source CIP by Fund Six-Year CIP Projects Summary by Source ($1,000s) Six-Year CIP Projects Summary by Fund ($1,000s) $- $5 $10 $15 $20 $25 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Six-Year CIP Projects by Funding Source, in Thousands ($) Expansion Betterment Replacement New Supply $- $5 $10 $15 $20 $25 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Six-Year CIP Projects by Fund, in Thousands ($) Potable Recycled Sewer 41 Expansion CIP No CIP Project Title FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Total P2040 (1), (3)Res - 1655-1 Reservoir 0.5 MG 8$ 85$ 163$ 372$ 481$ 395$ 1,504$ P2494 Multiple Species Conservation Plan 25 25 20 - - - 70 P2595 PL - 16-inch, 624 Zone, Village 3N - Heritage Road, Main St/Energy Way 1 1 1 1 145 1 150 P2642 (3)Rancho Jamul Pump Station Replacement 2 2 51 225 326 155 760 R2084 (1)RecPL - 20-Inch, 680 Zone, Village 2 - Heritage/La Media 1 1 1 1 1 358 363 S2069 (3)Cottonwood Sewer Pump Station Renovation 19 38 63 175 200 75 569 S2071 (3)San Diego Metro Wastewater Capital Improvements 14 17 17 27 34 34 143 Total Expansion 69$ 168$ 316$ 801$ 1,186$ 1,018$ 3,558$ Potable 35$ 113$ 235$ 598$ 951$ 551$ 2,483$ Recycled 1 1 1 1 1 358 363 Sewer 32 55 80 202 234 109 712 Total Expansion 69$ 168$ 316$ 801$ 1,186$ 1,018$ 3,558$ Betterment CIP No CIP Project Title FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Total P2040 (1), (3)Res - 1655-1 Reservoir 0.5 MG 17.3 189.8 362.3 828.0 1,069.5 879.8 3,347 P2451 (3)Otay Mesa Desalination Conveyance and Disinfection System 4 7 7 7 7 69 100 P2521 Large Meter Vault Upgrade Program 75 75 60 50 - - 260 P2578 (1)PS - 711-2 (PS 711-1 Replacement and Expansion) - 14,000 gpm 8 85 209 806 1,581 1,581 4,270 P2619 (1)PS - Temporary Lower Otay Pump Station Redundancy 345 138 138 - - - 621 P2626 803-4 Reservoir Water Quality Improvements – PAX System Purchase 25 50 50 25 - - 150 P2630 624-3 Reservoir Automation of Chemical Feed System 25 175 300 5 65 50 620 P2642 (3)Rancho Jamul Pump Station Replacement 4 4 114 500 725 345 1,691 P2652 520 to 640 Pressure Zone Conversion 60 85 10 10 10 55 230 P2653 1200 Pressure Zone Improvements 150 200 75 - - - 425 P2654 Heritage Road Interconnection Improvements 10 85 85 - - - 180 P2656 Regulatory Site Desilting Basin Improvements 30 100 - - - - 130 P2658 832-1 Pump Station Modifications 50 100 50 - 190 200 590 P2664 Otay Mesa Dual Piping Modification Program 55 50 50 50 50 90 345 P2668 Implementation of PSIcapture Software for Accounts Payable Invoice 25 - - - - - 25 P2669 Fuel Tank Safety and Integrity 26 35 39 - - - 100 P2674 System Pressure Reducing Program 50 10 10 10 10 10 100 R2117 RWCWRF Disinfection System Improvements 240 1,000 240 20 - - 1,500 R2120 (1)RWCWRF Filtered Water Storage Tank Improvements 400 225 25 - - - 650 R2157 RWCWRF Backwash Supply Pumps Upgrade 25 35 13 3 - - 75 S2024 (2)Campo Road Sewer Main Replacement 5 3 3 - - - 10 S2043 (3)RWCWRF Sludge Handling System 1 1 1 1 1 50 55 S2047 Asset Management - Info Master Sewer Implementation 5 5 9 - - - 19 S2069 Cottonwood Sewer Pump Station Renovation 19 38 63 175 200 75 569 S2070 Hidden Mountain Sewer Pump Station Wet Well Renovation 5 - - - - - 5 S2071 (3)San Diego Metro Wastewater Capital Improvements 26 33 33 53 66 66 277 Total Betterment 1,684$ 2,728$ 1,945$ 2,543$ 3,974$ 3,471$ 16,344$ Potable 958$ 1,389$ 1,559$ 2,291$ 3,707$ 3,280$ 13,184$ Recycled 665 1,260 278 23 - - 2,225 Sewer 61 79 108 229 267 191 935 Total Betterment 1,684$ 2,728$ 1,945$ 2,543$ 3,974$ 3,471$ 16,344$ Six-Year CIP Projects by Source and Fund ($1,000s) (1) Partially funded by 2018A Water Revenue Bonds. (2) Project may by funded with Sewer Debt proceeds. (3) Project expenditures go beyond FY 2026. See project detail sheet for more information. 42 Replacement CIP No CIP Project Title FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Total P2083 (1)PS - 870-2 Pump Station Replacement 46 2 2 - - - 50 P2174 (1)PS - 1090-1 Pump Station Upgrade 375 850 525 120 - - 1,870 P2282 (3)Vehicle Capital Purchases 315 405 250 200 210 200 1,580 P2286 (3)Field Equipment Capital Purchases 57 60 60 60 60 60 357 P2405 (1), (3)PL - 624/340 PRS, Paseo Ranchero and Otay Valley Road 25 150 425 500 200 140 1,440 P2451 (3)Otay Mesa Desalination Conveyance and Disinfection System - - - - - - - P2453 (1), (3)SR-11 Utility Relocations 50 100 100 150 200 300 900 P2460 I.D. 7 Trestle and Pipeline Demolition 50 150 350 70 90 17 727 P2485 SCADA - Infrastructure and Communications Replacement 100 95 25 - - - 220 P2508 Pipeline Cathodic Protection Replacement Program 10 - - - - - 10 P2516 (1)PL - 12-Inch, 640 Zone, Jamacha Road - Darby/Osage - - 75 125 400 400 1,000 P2533 1200-1 Reservoir Interior & Exterior Coating 400 350 310 5 50 120 1,235 P2539 South Bay Bus Rapid Transit (BRT) Utility Relocations 40 40 20 - - - 100 P2543 850-1 Reservoir Interior/Exterior Coating 375 400 300 5 5 115 1,200 P2546 980-2 Reservoir Interior/Exterior Coating 15 - - - - - 15 P2553 (1), (3)Heritage Road Bridge Replacement and Utility Relocation 25 25 25 425 1,350 1,700 3,550 P2555 Administration and Operations Parking Lot Improvements 30 - - - - - 30 P2561 (1)Res - 711-3 Reservoir Cover/Liner Replacement 30 - - - - - 30 P2562 Res - 571-1 Reservoir Cover/Liner Replacement 10 1 1 1 86 86 185 P2563 (3)Res - 870-1 Reservoir Cover/Liner Replacement 5 5 5 5 5 150 175 P2565 803-2 Reservoir Interior/Exterior Coating & Upgrades 10 10 5 5 5 165 200 P2567 1004-2 Reservoir Interior/Exterior Coating & Upgrades - 20 850 40 5 235 1,150 P2571 Data Center Network Data Storage and Infrastructure Enhancements 130 130 30 - - - 290 P2572 (3)Enterprise Resource Planning (ERP) Replacement 80 50 - - - - 130 P2573 (3)PL - 12-Inch Pipeline Replacement, 803 Zone, Hillsdale Road 4 4 - - - - 8 P2574 (1)PL - 12-Inch Pipeline Replacement, 978 Zone, Vista Vereda 5 - - - - - 5 P2578 (1), (3)PS - 711-2 (PS 711-1 Replacement and Expansion) - 14,000 gpm 17 190 466 1,794 3,519 3,519 9,505 P2584 (3)Res - 657-1 and 657-2 Reservoir Demolitions - - - - - 50 50 P2593 458-1 Reservoir Interior/Exterior Coating & Upgrades 10 895 110 5 30 - 1,050 P2594 Large Meter Replacement 1 1 1 77 25 60 165 P2604 AMR Change-Out 250 250 40 - - - 540 P2605 (1)458/340 PRS Replacement, 1571 Melrose Ave 60 325 225 40 - - 650 P2607 Douglas Ave SWA and OWD Interconnection Upgrade 45 - - - - - 45 P2608 (1)PL - 8-inch, 850 Zone, Coronado Ave, Chestnut/Apple 200 50 100 300 400 695 1,745 P2609 (1)PL - 8-inch, 1004 Zone, Eucalyptus St, Coronado/Date/La Mesa 900 165 25 300 400 110 1,900 P2610 (3)Valve Replacement Program - Phase 1 100 175 400 400 400 400 1,875 P2611 (1), (3)Quarry Road Bridge Replacement and Utility Relocation 25 10 10 10 10 210 275 P2612 (1)PL - 12-inch, 711 Zone, Paso de Luz/Telegraph Canyon Rd 75 500 350 90 55 60 1,130 P2614 485-1 Reservoir Interior/Exterior Coating - - 20 800 200 130 1,150 Six-Year CIP Projects by Source and Fund ($1,000s) (1) Partially funded by 2018A Water Revenue Bonds. (2) Project may by funded with Sewer Debt proceeds. (3) Project expenditures go beyond FY 2026. See project detail sheet for more information. 43 Replacement, Continued CIP No CIP Project Title FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Total P2615 (1), (3)PL - 12-Inch Pipeline Replacement, 803 PZ, Vista Grande 10 250 600 1,500 100 150 2,610 P2616 (1)PL - 12-Inch Pipeline Replacement, 978 Zone, Pence Dr/Vista Sierra Dr 425 1,100 1,400 900 25 150 4,000 P2617 Lobby Security Enhancements 20 20 20 20 - - 80 P2623 Central Area to Otay Mesa Interconnection Pipelines Combination Air/Vacuum Valve Replacements30 300 10 - - - 340 P2625 (1)PL - 12-inch, 978 Zone, Hidden Mesa Road 10 - - - - - 10 P2627 (1)458/340 PRS Replacement, 1505 Oleander Ave 60 325 225 15 - - 625 P2631 1485-2 Reservoir Interior/Exterior Coating & Upgrades - - 5 40 500 705 1,250 P2638 Buildings and Grounds Refurbishments 25 50 14 - - - 89 P2639 Vista Diego Hydropneumatic Pump Station Replacement 50 150 900 1,500 175 - 2,775 P2640 Portable Trailer Mounted VFD Pumps 30 - - - - - 30 P2646 North District Area Cathodic Protection Improvements 25 125 325 450 275 - 1,200 P2647 (3)Central Area Cathodic Protection Improvements 5 25 45 275 500 350 1,200 P2648 Otay Mesa Area Cathodic Protection Improvements 200 250 50 40 - - 540 P2649 HVAC Equipment Purchase 20 15 30 40 - - 105 P2655 La Presa Pipeline Improvements 180 150 575 550 170 50 1,675 P2657 (3)1485-1 Reservoir Interior/Exterior Coating & Upgrades - - - 5 25 900 930 P2659 District Boardroom Improvements 20 50 50 - - - 120 P2661 Replacement of Backflow Prevention Devices on Pipeline Interconnections on Otay Mesa75 75 75 75 65 5 370 P2662 (3)Potable Water Meter Change Out - - 20 30 1,900 2,000 3,950 P2663 (3)Potable Water Pressure Vessel Program 25 25 375 400 425 425 1,675 P2665 (3)PL - 12-inch Pipeline Replacement, 870 Zone, Cactus Road 5 5 25 25 25 25 110 P2666 (3)Low Head and High Head Pump Stations Demolition 25 25 25 25 50 50 200 P2667 Small Meter Testing Bench 150 100 - - - - 250 P2670 Administration and Operations Roof Repairs and Replacement 5 5 5 5 25 280 325 P2671 980 Reservoirs Altitude Valve Vaults Renovation 120 170 10 - - - 300 P2672 District Roof Repairs and Replacement Program 25 25 125 25 75 100 375 P2673 (3)803-4 Reservoir Interior/Exterior Coating - - - - - 30 30 P2675 458-1 and 458-2 Reservoir Site Pavement Refurbishment 5 55 250 100 40 - 450 R2121 Res - 944-1 Reservoir Cover/Liner Replacement 5 5 30 50 2,000 289 2,379 R2143 AMR Change-Out 130 35 25 - - - 190 R2144 RWCWRF Roofing Replacement and Natural Light Enhancement (R)100 40 35 - - - 175 R2146 Recycled Pipeline Cathodic Protection Improvements 25 25 150 250 200 25 675 R2147 RWCWRF Fuel Lines Replacement 2 5 - - - - 7 R2148 (2)Large Meter Replacement - Recycled 10 9 8 8 8 - 43 R2152 (3)Recycled Water Meter Change-Out - - 10 10 50 60 130 R2153 Recycled Water Pressure Vessel Program 1 1 1 1 1 45 50 R2154 RWCWRF Entrance Storm Water Improvements (R)115 10 - - - - 125 R2156 (3)RecPL - 14-inch RWCWRF Effluent Force Main Improvements 250 65 10 10 25 140 500 R2157 RWCWRF Backwash Supply Pumps Upgrade 75 105 38 8 - - 225 R2158 RWCWRF Stormwater Pond Improvements (R)40 95 30 10 - - 175 S2012 (3)San Diego County Sanitation District Outfall and RSD Outfall Replacement 5 5 125 125 125 150 535 S2024 (2)Campo Road Sewer Main Replacement 5 3 3 - - - 10 Six-Year CIP Projects by Source and Fund ($1,000s) (1) Partially funded by 2018A Water Revenue Bonds. (2) Project may by funded with Sewer Debt proceeds. (3) Project expenditures go beyond FY 2026. See project detail sheet for more information. 44 Replacement, Continued CIP No CIP Project Title FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Total S2049 Calavo Basin Sewer Rehabilitation - Phase 2 25 190 450 300 20 - 985 S2050 (3)Rancho San Diego Basin Sewer Rehabilitation - Phase 2 5 5 10 20 180 800 1,020 S2054 (3)Calavo Basin Sewer Rehabilitation - Phase 3 - - - - 10 100 110 S2060 (3)Steele Canyon Pump Station Replacement - - - 10 40 250 300 S2061 RWCWRF Aeration Controls Consolidation & Optimization Upgrades (S) 50 100 40 - - - 190 S2066 (3)Rancho San Diego Basin Sewer Rehabilitation - Phase 3 - - - - 5 25 30 S2067 RWCWRF Roofing Replacement and Natural Light Enhancement (S)75 75 24 - - - 174 S2069 (3)Cottonwood Sewer Pump Station Renovation 38 75 125 350 400 150 1,138 S2072 (3)RWCWRF Rotary Screen Replacement 1 1 1 1 11 100 115 S2073 RWCWRF Entrance Storm Water Improvements (S)115 10 - - - - 125 S2074 RWCWRF Stormwater Pond Improvements (S)40 95 30 10 - - 175 S2075 (3)Field Equipment Capital Purchases 25 25 25 25 100 100 300 Total Replacement 6,552$ 9,681$ 11,433$ 12,735$ 15,255$ 16,376$ 72,031$ Potable 5,415$ 8,703$ 10,264$ 11,547$ 12,080$ 14,142$ 62,151$ Recycled 753 395 337 347 2,284 559 4,674 Sewer 384 584 833 841 891 1,675 5,207 Total Replacement 6,552$ 9,681$ 11,433$ 12,735$ 15,255$ 16,376$ 72,031$ New Supply CIP No CIP Project Title FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Total P2451 (3)Otay Mesa Desalination Conveyance and Disinfection System 2 3 3 3 3 31 45 P2619 (1)PS - Temporary Lower Otay Pump Station Redundancy 155 62 62 - - - 279 Total New Supply 157$ 65$ 65$ 3$ 3$ 31$ 324$ Potable 157$ 65$ 65$ 3$ 3$ 31$ 324$ Total New Supply 157$ 65$ 65$ 3$ 3$ 31$ 324$ Summary by Source Funding Source FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Total Expansion 69 168 316 801 1,186 1,018 3,558$ Betterment 1,684 2,727 1,945 2,543 3,974 3,471 16,344 Replacement 6,551 9,682 11,432 12,734 15,255 16,376 72,030 New Supply 157 65 65 3 3 31 324 Total CIP by Funding Source 8,461$ 12,642$ 13,758$ 16,081$ 20,418$ 20,896$ 92,256$ Summary by Fund Fund FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Total Potable 6,565 10,269 12,123 14,439 16,741 18,004 78,141$ Recycled 1,419 1,656 615 370 2,285 917 7,262$ Sewer 477 717 1,020 1,272 1,392 1,975 6,853$ Total CIP by Fund 8,461$ 12,642$ 13,758$ 16,081$ 20,418$ 20,896$ 92,256$ Six-Year CIP Projects by Source and Fund ($1,000s) (1) Partially funded by 2018A Water Revenue Bonds. (2) Project may by funded with Sewer Debt proceeds. (3) Project expenditures go beyond FY 2026. See project detail sheet for more information. 45 Capital Budget Major CIP Projects 46 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 P2040 P2083 P2174 P2282 P2286 P2405 P2451 P2453 P2460 P2485 P2494 P2508 P2516 P2521 P2533 P2539 P2543 P2546 P2553 P2555 P2561 P2562 P2563 P2565 P2567 P2571 P2572 P2573 Data Center Network Data Storage and Infrastructure Enhancements 7/1/2018 6/30/2023 Enterprise Resource Planning (ERP) Replacement 7/1/2021 6/30/2030 PL - 12-Inch Pipeline Replacement, 803 Zone, Hillsdale Road 7/1/2016 3/1/2021 Planning Design Construction Warranty Capital Purchases Reimbursement Agreement 1/1/2018 6/30/2026 1004-2 Reservoir Interior/Exterior Coating & Upgrades 1/4/2022 6/30/2026 Res - 571-1 Reservoir Cover/Liner Replacement 7/1/2015 6/30/2026 Res - 870-1 Reservoir Cover/Liner Replacement 7/1/2015 6/30/2028 803-2 Reservoir Interior/Exterior Coating & Upgrades Administration and Operations Parking Lot Improvements 7/1/2015 6/30/2021 Res - 711-3 Reservoir Cover/Liner Replacement 7/1/2015 6/30/2021 980-2 Reservoir Interior/Exterior Coating 1/1/2017 6/30/2021 Heritage Road Bridge Replacement and Utility Relocation 7/1/2014 12/30/2028 South Bay Bus Rapid Transit (BRT) Utility Relocations 7/1/2013 6/30/2023 850-1 Reservoir Interior/Exterior Coating 1/2/2018 6/30/2027 Large Meter Vault Upgrade Program 8/1/2016 6/30/2024 1200-1 Reservoir Interior & Exterior Coating 6/1/2016 6/30/2026 Pipeline Cathodic Protection Replacement Program 7/1/2010 6/30/2021 PL - 12-Inch, 640 Zone, Jamacha Road - Darby/Osage 7/1/2021 6/30/2026 SCADA - Infrastructure and Communications Replacement 7/1/2009 6/30/2023 Multiple Species Conservation Plan 7/1/2009 6/30/2023 SR-11 Utility Relocations 7/1/2006 6/30/2027 I.D. 7 Trestle and Pipeline Demolition 7/1/2016 6/30/2026 PL - 624/340 PRS, Paseo Ranchero and Otay Valley Road 7/1/2016 6/30/2028 Otay Mesa Desalination Conveyance and Disinfection System 7/1/2006 6/30/2033 Vehicle Capital Purchases 12/1/2000 6/30/2026 Field Equipment Capital Purchases 7/1/1996 6/30/2028 PS - 870-2 Pump Station Replacement 7/1/2013 6/30/2022 Six-Year CIP Projects Schedule FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 PS - 1090-1 Pump Station Upgrade 7/1/2017 6/30/2024 Q1 Res - 1655-1 Reservoir 0.5 MG 7/1/2015 10/31/2026 CIP No Project Title Start Finish 47 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 P2574 P2578 P2584 P2593 P2594 P2595 P2604 P2605 P2607 P2608 P2609 P2610 P2611 P2612 P2614 P2615 P2616 P2617 P2619 P2623 P2625 P2626 P2627 P2630 P2631 P2638 P2639 P2640 P2642 P2646 P2647 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Q1 Portable Trailer Mounted VFD Pumps 7/1/2018 6/30/2021 Rancho Jamul Pump Station Replacement 7/1/2018 6/30/2026 North District Area Cathodic Protection Improvements 7/1/2019 6/30/2024 Central Area Cathodic Protection Improvements 7/1/2020 6/30/2028 Planning Design Construction Warranty Capital Purchases Reimbursement Agreement Vista Diego Hydropneumatic Pump Station Replacement 7/1/2018 6/30/2025 624-3 Reservoir Automation of Chemical Feed System 4/1/2020 6/30/2026 1485-2 Reservoir Interior/Exterior Coating & Upgrades 2/1/2023 6/30/2026 Buildings and Grounds Refurbishments 7/1/2018 6/30/2023 803-4 Reservoir Water Quality Improvements – PAX System Purchase 7/1/2019 6/30/2024 458/340 PRS Replacement, 1505 Oleander Avenue 7/1/2018 6/30/2024 Central Area to Otay Mesa Interconnection Pipelines Combination Air/Vacuum Valve Replacements 7/1/2017 6/30/2023 PL - 12-inch, 978 Zone, Hidden Mesa Road 7/1/2017 6/30/2021 Lobby Security Enhancements 7/1/2017 6/30/2024 PS - Temporary Lower Otay Pump Station Redundancy 7/1/2017 6/30/2023 PL - 12-Inch Pipeline Replacement, 803 PZ, Vista Grande 7/1/2018 6/30/2026 PL - 12-Inch Pipeline Replacement, 978 Zone, Pence Dr/Vista Sierra Dr 7/1/2017 6/30/2024 PL - 12-inch, 711 Zone, Paso de Luz/Telegraph Canyon Rd 7/1/2017 12/31/2025 485-1 Reservoir Interior/Exterior Coating 1/1/2023 6/30/2025 Valve Replacement Program - Phase 1 7/1/2017 6/30/2026 Quarry Road Bridge Replacement and Utility Relocation 7/1/2017 8/31/2029 PL - 8-inch, 850 Zone, Coronado Ave, Chestnut/Apple 7/1/2017 12/30/2026 PL - 8-inch, 1004 Zone, Eucalyptus St, Coronado/Date/La Mesa 7/1/2018 6/30/2026 458/340 PRS Replacement, 1571 Melrose Ave 7/1/2017 6/30/2024 Douglas Ave SWA and OWD Interconnection Upgrade 7/1/2017 6/30/2021 PL - 16-inch, 624 Zone, Village 3N - Heritage Road, Main St/Energy Way 1/1/2006 6/30/2026 AMR Change-Out 1/1/2017 6/30/2023 458-1 Reservoir Interior/Exterior Coating & Upgrades 2/1/2021 7/30/2024 Large Meter Replacement 7/1/2016 6/30/2026 PS - 711-2 (PS 711-1 Replacement and Expansion) - 14,000 gpm 7/1/2021 6/30/2028 Res - 657-1 and 657-2 Reservoir Demolitions 12/31/2025 6/30/2032 PL - 12-Inch Pipeline Replacement, 978 Zone, Vista Vereda 7/1/2016 6/30/2021 Six-Year CIP Projects Schedule Continued CIP No Project Title Start Finish FY 2021 48 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 P2648 P2649 P2652 P2653 P2654 P2655 P2656 P2657 P2658 P2659 P2661 P2662 P2663 P2664 P2665 P2666 P2667 P2668 P2669 P2670 P2671 P2672 P2673 P2674 P2675 R2084 R2117 R2120 R2121 R2143 R2144 FY 2023 FY 2024 FY 2025 FY 2026 Q1 FY 2022 RWCWRF Roofing Replacement and Natural Light Enhancement (R) 7/1/2020 6/30/2023 Planning Design Construction Warranty Capital Purchases Reimbursement Agreement Res - 944-1 Reservoir Cover/Liner Replacement 7/1/2015 6/30/2026 AMR Change-Out 1/7/2017 6/30/2023 RWCWRF Disinfection System Improvements 7/1/2015 6/30/2024 RWCWRF Filtered Water Storage Tank Improvements 7/1/2015 6/30/2023 458-1 and 458-2 Reservoirs Site Pavement Refurbishment 7/1/2020 6/30/2025 RecPL - 20-Inch, 680 Zone, Village 2 - Heritage/La Media 7/1/2004 6/30/2026 803-4 Reservoir Interior/Exterior Coating 1/5/2026 6/4/2027 System Pressure Reducing Program 7/1/2020 6/30/2026 980 Reservoirs Altitude Valve Vaults Renovation 7/1/2020 6/30/2023 District Roof Repairs and Replacement Program 7/1/2020 6/30/2026 Fuel Tank Safety and Integrity 7/1/2020 6/30/2023 Administration and Operations Roof Repairs and Replacement 7/1/2020 6/30/2026 Small Meter Testing Bench 7/1/2020 6/30/2022 Implementation of PSIcapture Software for Accounts Payable Invoice 7/1/2020 6/30/2021 PL - 12-inch Pipeline Replacement, 870 Zone, Cactus Road 7/1/2020 6/30/2030 Low Head and High Head Pump Stations Demolition 7/1/2020 6/30/2030 Potable Water Pressure Vessel Program 7/1/2019 6/30/2035 Otay Mesa Dual Piping Modification Program 7/1/2016 6/30/2026 Replacement of Backflow Prevention Devices on Pipeline Interconnections on Otay Mesa 7/1/2019 6/30/2026 Potable Water Meter Change Out 7/1/2022 6/30/2035 832-1 Pump Station Modifications 1/1/2020 6/30/2026 District Boardroom Improvements 7/1/2019 3/31/2023 Regulatory Site Desilting Basin Improvements 7/1/2019 6/30/2022 1485-1 Reservoir Interior/Exterior Coating & Upgrades 7/1/2019 7/31/2026 Heritage Road Interconnection Improvements 7/1/2019 6/30/2023 La Presa Pipeline Improvements 7/1/2019 6/30/2026 520 to 640 Pressure Zone Conversion 7/1/2019 6/30/2025 1200 Pressure Zone Improvements 7/1/2019 12/31/2022 Otay Mesa Area Cathodic Protection Improvements 7/1/2018 6/30/2024 HVAC Equipment Purchase 7/1/2018 6/30/2024 Six-Year CIP Projects Schedule Continued CIP No Project Title Start Finish FY 2021 49 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 R2146 R2147 R2148 R2152 R2153 R2154 R2156 R2157 R2158 S2012 S2024 S2043 S2047 S2049 S2050 S2054 S2060 S2061 S2066 S2067 S2069 S2070 S2071 S2072 S2073 S2074 S2075 Planning Design Construction Warranty Capital Purchases Reimbursement Agreement FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 RWCWRF Stormwater Pond Improvements (S)7/1/2020 6/30/2024 Field Equipment Capital Purchases 7/1/2020 6/30/2030 RWCWRF Rotary Screen Replacement 7/1/2020 6/30/2029 RWCWRF Entrance Storm Water Improvements (S) 7/1/2020 6/30/2022 Hidden Mountain Sewer Pump Station Wet Well Renovation 7/1/2019 6/30/2021 San Diego Metro Wastewater Capital Improvements 7/1/2019 RWCWRF Roofing Replacement and Natural Light Enhancement (S) 7/1/2018 6/30/2023 Cottonwood Sewer Pump Station Renovation 7/1/2019 6/30/2027 RWCWRF Aeration Controls Consolidation & Optimization Upgrades (S) 7/1/2017 6/30/2023 Rancho San Diego Basin Sewer Rehabilitation - Phase 3 7/1/2024 6/30/2030 Calavo Basin Sewer Rehabilitation - Phase 3 7/1/2024 6/30/2030 Steele Canyon Pump Station Replacement 7/1/2023 6/30/2029 Calavo Basin Sewer Rehabilitation - Phase 2 7/1/2016 6/30/2025 Rancho San Diego Basin Sewer Rehabilitation - Phase 2 7/1/2018 6/30/2028 RWCWRF Sludge Handling System 7/1/2013 6/30/2030 Asset Management - Info Master Sewer Implementation 7/1/2017 6/30/2023 San Diego County Sanitation District Outfall and RSD Outfall Replacement 7/1/2003 6/30/2030 Campo Road Sewer Main Replacement 7/1/2010 6/30/2023 RWCWRF Backwash Supply Pumps Upgrade 7/1/2020 6/30/2024 RWCWRF Stormwater Pond Improvements (R)7/1/2020 6/30/2024 RWCWRF Entrance Storm Water Improvements (R) 7/1/2020 6/30/2022 RecPL - 14-inch RWCWRF Effluent Force Main Improvements 7/1/2020 6/30/2029 Recycled Water Meter Change-Out 7/1/2022 6/30/2035 Recycled Water Pressure Vessel Program 7/1/2020 6/30/2035 RWCWRF Fuel Lines Replacement 7/1/2018 6/30/2022 Large Meter Replacement - Recycled 7/1/2018 6/30/2025 Recycled Pipeline Cathodic Protection Improvements 7/1/2019 6/30/2026 Six-Year CIP Projects Schedule Continued CIP No Project Title Start Finish FY 2021 Q1 50 CIP#Description Cost Cat. (2) Funding Source (3) FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Total P2083 PS - 870-2 Pump Station Replacement M R $ 5,000 $ 5,000 $ 5,000 $ 5,000 $ -$ -$ 20,000 P2626 803-4 Reservoir Water Quality Improvements – PAX System Purchase M/E B 200 1,700 1,700 1,700 - - 5,300 P2654 Heritage Road Interconnection Improvements M B - - 1,500 1,500 1,500 -4,500 R2084 RecPL - 20-Inch, 680 Zone, Village 2 - Heritage/La Media M E 1,900 1,900 1,900 1,900 - - 7,600 $ 7,100 $ 8,600 $ 10,100 $ 10,100 $ 1,500 $ -$ 37,400 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Total $ 6,900 $ 8,400 $ 9,900 $ 9,900 $ 1,500 $ -$ 36,600 200 200 200 200 0 0 800 0 0 0 0 0 0 0 $ 7,100 $ 8,600 $ 10,100 $ 10,100 $ 1,500 $ -$ 37,400 (1) (2) (3) Note: See pages 42-45 for complete description of CIP projects. Projected Incremental Operating Expenditures (1) E - Expansion B - Betterment R - Replacement N - New Supply The following schedule shows anticipated operating costs associated with each project in the CIP. Below is a summary of each category of new costs that will be impacted. No additional revenues are associated with the individual projects, as revenues are linked more directly to growth in water sales and capacity fee revenues. Funding Source - Some projects have multiple funding sources as indicated by a slash (/): Cost Category - Indicates maintenance cost (M), energy cost (E), or chemical cost (C), based on the project type and Engineer's estimates. O&M cost for a pump station: Total annual operating cost divided by the number of million of gallons a day (MGD) capacity in the system = O&M cost per MGD. This rate is then multiplied by the MGD capacity of the new pump station. Similarly, power cost per MGD for transmission is calculated and applied to the MGD of the new pump station. Chemical expenses are incurred for pumping at the well sites. All estimated costs are increased annually for inflation. Projected Incremental Operating Expenditures (operating cost) or O&M includes labor, benefits, materials, and overhead. O&M cost for pipes: Total annual operating cost divided by the number of feet of pipe in the system = O&M cost to maintain a foot of pipe. This rate is then multiplied by the number of feet in new pipeline, and is increased annually for inflation. Cost Category Each of the capital purchases and other types of assets has its own unique O&M cost. Maintenance (M) Energy (E) Chemical (C) Total Operating Budget Cost Impact CIP Justification and Impact on Operating Budget O&M cost for a reservoir: Total annual operating cost divided by the number of million gallons (MG) of storage capacity in the system. This rate per MG is then multiplied by the MG capacity of the new reservoir. Reservoirs require chemical treatment; therefore, the chemical cost per MG is estimated and applied to the future operating cost. Both O&M and chemical costs are increased annually for inflation. 51 This page intentionally left blank 52 CIP Project Sheet Description The following pages describe each information item on the individual CIP project sheets included in this section. CIP Number: The CIP project number for all projects is assigned by the Engineering Project Manager, and is a unique identifying code on all District records for the specified project. Project Title: Project titles follow a set format as described herein. The type of project should be identified first. For example, if a project were a 711 Pressure Zone 24-inch pipeline, the title would read “PL - 24-Inch, 711 Zone, Location - From A to B.” Pump stations and reservoirs are identified similarly with abbreviations for type and size. Director Division: All projects are located within a Board of Director’s division boundary unless they apply to the entire District or are outside of the District boundaries. The Director division where the majority of the physical project is located is listed. If it is a District-wide project it is listed as “District-wide.” If it is outside the District boundary it is listed as “None.” Project Manager: The person responsible for managing the project from inception through completion. I.D. Location: Most projects are located within one or more improvement districts. The I.D. location listed is where the majority of the physical project is located. However, projects located in portions of the District which have not yet been annexed into an improvement district are listed as “None.” Original Approved Date: The date the project was originally approved with budget expenditures for the corresponding fiscal year by the Board of Directors. Priority: The priority of the project is listed in this field as one of the following: 1. HIGH: Safety, restoration of service to customers, obligation that requires immediate action, directed by the Board of Directors, and/or critical system need. 2. MEDIUM: Upgrade of system or expansion requirement to maintain system reliability not critical. Identified through planning effort as required within next few fiscal years. 3. LOW: Identified through planning effort as required in future years to support development; not anticipated in the immediate future. 4. VERY LOW: Requirement may have low probability of need in the future. Related CIP Projects: A maximum of three CIP project numbers that affect the scheduling and/or related to the subject project and/or could provide important information. Budget Amount: The estimated budget includes all costs needed to complete a project including land, right-of-way, consultants, contractors, District staff time, etc. All prior years’ costs are part of the total cost and dollars are rounded up to the nearest $1,000. 53 CIP Project Sheet Description Description of Project: A brief description of a project which typically includes size, length, capacity, etc. Justification of Project: A brief explanation of why a project is required which addresses flexibility, reliability, water quality, safety, contractual obligation, immediate growth, etc., as appropriate. Comments: Pertinent information that should be known about a project that is not shown elsewhere on the project sheet, including details of funding sources, including grant funding or contributions from other agencies. Funding Detail: The funding sources are listed along with the percentage of distribution to expansion, betterment, and/or replacement. Expenditure Schedule: The breakdown of a project’s expenditures by fiscal year – prior years’ cost along with a six-year budget schedule. Included in each year are all costs to complete the work scheduled in that year rounded up to the nearest $1,000. Project Schedule: The schedule of the primary project phase and estimated cost by the phases of planning, design, and construction shown with the estimated start date (month/year), finish date (month/year). The schedule time frames and estimated cost for each major phase of the project, correspond with the expenditure schedule information. Projected Incremental Operation Expenditures Schedule: To determine the cost to maintain these new assets, the District looks at the cost of maintaining similar assets through the Infrastructure Management System and financial system. Costs are tracked by three main infrastructure asset groups of pipes, pump stations, and reservoirs, as well as capital purchases and other types. Pipes typically have only operation and maintenance (O&M) costs associated with them, pump stations have O&M as well as power cost, and reservoirs have O&M and chemical cost. Each of the capital purchases and other types has its own unique O&M cost. Project Location: A vicinity map is drawn in AutoCAD format using the GIS database as the foundation showing the approximate location and limits of a project within the District. Some projects do not have a specific location. In this case, a map of the entire District will then be shown as the project location. OWD Map Book: The page in the District’s facility map book where a project is primarily located. Some projects do not have a specific location in which case the words “district-wide” will be shown. Submitted By: The project manager who originally submitted or the project manager who revised the project sheet along with the date of submittal or last revision date of the CIP project sheet. 54 CIP No CIP Project Title Page No. #'s P2040 Res - 1655-1 Reservoir 0.5 MG 59 P2083 PS - 870-2 Pump Station Replacement 61 P2174 PS - 1090-1 Pump Station Upgrade 63 P2282 Vehicle Capital Purchases 65 P2286 Field Equipment Capital Purchases 67 P2405 PL - 624/340 PRS, Paseo Ranchero and Otay Valley Road 69 P2451 Otay Mesa Desalination Conveyance and Disinfection System 71 P2453 SR-11 Utility Relocations 73 P2460 I.D. 7 Trestle and Pipeline Demolition 75 P2485 SCADA - Infrastructure and Communications Replacement 77 P2494 Multiple Species Conservation Plan 79 P2508 Pipeline Cathodic Protection Replacement Program 81 P2516 PL - 12-Inch, 640 Zone, Jamacha Road - Darby/Osage 83 P2521 Large Meter Vault Upgrade Program 85 P2533 1200-1 Reservoir Interior & Exterior Coating 87 P2539 South Bay Bus Rapid Transit (BRT) Utility Relocations 89 P2543 850-1 Reservoir Interior/Exterior Coating 91 P2546 980-2 Reservoir Interior/Exterior Coating 93 P2553 Heritage Road Bridge Replacement and Utility Relocation 95 P2555 Administration and Operations Parking Lot Improvements 97 P2561 Res - 711-3 Reservoir Cover/Liner Replacement 99 P2562 Res - 571-1 Reservoir Cover/Liner Replacement 101 P2563 Res - 870-1 Reservoir Cover/Liner Replacement 103 P2565 803-2 Reservoir Interior/Exterior Coating & Upgrades 105 P2567 1004-2 Reservoir Interior/Exterior Coating & Upgrades 107 P2571 Data Center Network Data Storage and Infrastructure Enhancements 109 P2572 Enterprise Resource Planning (ERP) Replacement 111 P2573 PL - 12-Inch Pipeline Replacement, 803 Zone, Hillsdale Road 113 P2574 PL - 12-Inch Pipeline Replacement, 978 Zone, Vista Vereda 115 P2578 PS - 711-2 (PS 711-1 Replacement and Expansion) - 14,000 gpm 117 CIP Project Index 55 CIP No CIP Project Title Page No. #'s P2584 Res - 657-1 and 657-2 Reservoir Demolitions 119 P2593 458-1 Reservoir Interior/Exterior Coating & Upgrades 121 P2594 Large Meter Replacement 123 P2595 PL - 16-inch, 624 Zone, Village 3N - Heritage Road, Main St/Energy Way 125 P2604 AMR Change-Out 127 P2605 458/340 PRS Replacement, 1571 Melrose Ave 129 P2607 Douglas Ave SWA and OWD Interconnection Upgrade 131 P2608 PL - 8-inch, 850 Zone, Coronado Ave, Chestnut/Apple 133 P2609 PL - 8-inch, 1004 Zone, Eucalyptus St, Coronado/Date/La Mesa 135 P2610 Valve Replacement Program - Phase 1 137 P2611 Quarry Road Bridge Replacement and Utility Relocation 139 P2612 PL - 12-inch, 711 Zone, Paso de Luz/Telegraph Canyon Rd 141 P2614 485-1 Reservoir Interior/Exterior Coating 143 P2615 PL - 12-Inch Pipeline Replacement, 803 PZ, Vista Grande 145 P2616 PL - 12-Inch Pipeline Replacement, 978 Zone, Pence Dr/Vista Sierra Dr 147 P2617 Lobby Security Enhancements 149 P2619 PS - Temporary Lower Otay Pump Station Redundancy 151 P2623 Central Area to Otay Mesa Interconnection Pipelines Combination Air/Vacuum Valve Replacements 153 P2625 PL - 12-inch, 978 Zone, Hidden Mesa Road 155 P2626 803-4 Reservoir Water Quality Improvements – PAX System Purchase 157 P2627 458/340 PRS Replacement, 1505 Oleander Avenue 159 P2630 624-3 Reservoir Automation of Chemical Feed System 161 P2631 1485-2 Reservoir Interior/Exterior Coating & Upgrades 163 P2638 Buildings and Grounds Refurbishments 165 P2639 Vista Diego Hydropneumatic Pump Station Replacement 167 P2640 Portable Trailer Mounted VFD Pumps 169 P2642 Rancho Jamul Pump Station Replacement 171 P2646 North District Area Cathodic Protection Improvements 173 P2647 Central Area Cathodic Protection Improvements 175 P2648 Otay Mesa Area Cathodic Protection Improvements 177 CIP Project Index 56 CIP No CIP Project Title Page No. #'s P2649 HVAC Equipment Purchase 179 P2652 520 to 640 Pressure Zone Conversion 181 P2653 1200 Pressure Zone Improvements 183 P2654 Heritage Road Interconnection Improvements 185 P2655 La Presa Pipeline Improvements 187 P2656 Regulatory Site Desilting Basin Improvements 189 P2657 1485-1 Reservoir Interior/Exterior Coating & Upgrades 191 P2658 832-1 Pump Station Modifications 193 P2659 District Boardroom Improvements 195 P2661 Replacement of Backflow Prevention Devices on Pipeline Interconnections on Otay Mesa 197 P2662 Potable Water Meter Change Out 199 P2663 Potable Water Pressure Vessel Program 201 P2664 Otay Mesa Dual Piping Modification Program 203 P2665 PL - 12-inch Pipeline Replacement, 870 Zone, Cactus Road 205 P2666 Low Head and High Head Pump Stations Demolition 207 P2667 Small Meter Testing Bench 209 P2668 Implementation of PSIcapture Software for Accounts Payable Invoice 211 P2669 Fuel Tank Safety and Integrity 213 P2670 Administration and Operations Roof Repairs and Replacement 215 P2671 980 Reservoirs Altitude Valve Vaults Renovation 217 P2672 District Roof Repairs and Replacement Program 219 P2673 803-4 Reservoir Interior/Exterior Coating 221 P2674 System Pressure Reducing Program 223 P2675 458-1 and 458-2 Reservoirs Site Pavement Refurbishment 225 R2084 RecPL - 20-Inch, 680 Zone, Village 2 - Heritage/La Media 227 R2117 RWCWRF Disinfection System Improvements 229 R2120 RWCWRF Filtered Water Storage Tank Improvements 231 R2121 Res - 944-1 Reservoir Cover/Liner Replacement 233 R2143 AMR Change-Out 235 R2144 RWCWRF Roofing Replacement and Natural Light Enhancement (R)237 CIP Project Index 57 CIP No CIP Project Title Page No. #'s R2146 Recycled Pipeline Cathodic Protection Improvements 239 R2147 RWCWRF Fuel Lines Replacement 241 R2148 Large Meter Replacement - Recycled 243 R2152 Recycled Water Meter Change-Out 245 R2153 Recycled Water Pressure Vessel Program 247 R2154 RWCWRF Entrance Storm Water Improvements (R)249 R2156 RecPL - 14-inch RWCWRF Effluent Force Main Improvements 251 R2157 RWCWRF Backwash Supply Pumps Upgrade 253 R2158 RWCWRF Stormwater Pond Improvements (R)255 S2012 San Diego County Sanitation District Outfall and RSD Outfall Replacement 257 S2024 Campo Road Sewer Main Replacement 259 S2043 RWCWRF Sludge Handling System 261 S2047 Asset Management - Info Master Sewer Implementation 263 S2049 Calavo Basin Sewer Rehabilitation - Phase 2 265 S2050 Rancho San Diego Basin Sewer Rehabilitation - Phase 2 267 S2054 Calavo Basin Sewer Rehabilitation - Phase 3 269 S2060 Steele Canyon Pump Station Replacement 271 S2061 RWCWRF Aeration Controls Consolidation & Optimization Upgrades (S)273 S2066 Rancho San Diego Basin Sewer Rehabilitation - Phase 3 275 S2067 RWCWRF Roofing Replacement and Natural Light Enhancement (S)277 S2069 Cottonwood Sewer Pump Station Renovation 279 S2070 Hidden Mountain Sewer Pump Station Wet Well Renovation 281 S2071 San Diego Metro Wastewater Capital Improvements 283 S2072 RWCWRF Rotary Screen Replacement 285 S2073 RWCWRF Entrance Storm Water Improvements (S)287 S2074 RWCWRF Stormwater Pond Improvements (S)289 S2075 Field Equipment Capital Purchases 291 CIP Project Index 58 P2040Res - 1655-1 Reservoir 0.5 MG Kevin Cameron 8/19/1992 5 3 $5,750,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for 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 adequate fire protection for the Rancho Jamul Estates area within the 1655 Pressure Zone. The existing system is currently served with a Hydropneumatic Pump Station. This current system is not sufficient to meet fire flow demand and 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. 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 FY 2021 2022 2023 2024 2025 2026 Total $25 $275 $525 $1,200 $1,550 $1,275 $5,500 PRIOR YEARS: TOTAL $650 OTAY WATER DISTRICT CAPITAL IMPROVEMENT PROGRAM 5959 P2040 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2015 3/31/2021 4/1/2021 6/30/2024 $700 $450 PROJECT PHASE: 7/1/2024 10/31/2026 $4,600 PROJECT LOCATION:OWD Map Book:310 2021 2022 2023 2024 2025 2026 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:5/11/2020Jolene Fielding 60 P2083PS - 870-2 Pump Station Replacement Jeff Marchioro 5/17/1995 P2451 2 1 $19,550,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the construction of a new Pump Station to replace the existing Low Head and High Head Pump Stations. JUSTIFICATION OF PROJECT: The two (2) existing Pump Stations have reached the end of their useful lives. COMMENTS: FY 2021 - Increased overall CIP budget $600K from $18.95M to $19.55M (to reflect three (3) staff reports approved at the February 5, 2020 Board Meeting). 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 FY 2021 2022 2023 2024 2025 2026 Total $46 $2 $2 $0 $0 $0 $19,550 PRIOR YEARS: TOTAL $19,500 61 P2083 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2013 9/1/2013 9/1/2013 5/1/2017 $1,100 $1,500 PROJECT PHASE: 5/1/2017 6/30/2022 $16,950 PROJECT LOCATION:OWD Map Book:055 2021 2022 2023 2024 2025 2026 Total $5,000 $5,000 $5,000 $5,000 $0 $0 $20,000 $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:7/7/2020Bob Kennedy 62 P2174PS - 1090-1 Pump Station Upgrade Stephen Beppler 5/23/2016 P2640 5 2 $2,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Replace and upgrade the existing Pump Station (PS) pumps, controls, electrical panels, building appurtenances, piping, and valves, which serves the small 1090 Pressure Zone containing approximately thirty-two (32) potable meters and eight (8) hydrants. Increase the firm pumping capacity of the Station to ensure fire protection is provided while maintaining water quality in the system. Existing emergency generator system is relatively new, so design options to keep this system intact will be investigated. Piping revisions will include connection points for Portable Trailer Mounted Variable Frequency Drive (VFD) Pump. JUSTIFICATION OF PROJECT: The existing PS, originally constructed in 1962, requires significant upgrades to the electrical and control panels as well as new pumps. COMMENTS: FY 2021 - Project design expected to be completed in FY 2021 Q1. Construction will extend into FY 2022. 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 FY 2021 2022 2023 2024 2025 2026 Total $375 $850 $525 $120 $0 $0 $2,000 PRIOR YEARS: TOTAL $130 63 P2174 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2017 4/30/2019 5/1/2019 9/30/2020 $50 $350 PROJECT PHASE: 10/1/2020 6/30/2024 $1,600 PROJECT LOCATION:OWD Map Book:320 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 64 P2282Vehicle Capital Purchases Doug Rahders 6/3/1996 0 1 $6,500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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. 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 FY 2021 2022 2023 2024 2025 2026 Total $315 $405 $278 $229 $210 $200 $6,500 PRIOR YEARS: TOTAL $4,863 65 P2282 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 12/1/2000 6/30/2026 $6,500 $0 PROJECT PHASE: $0 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 66 P2286Field Equipment Capital Purchases Doug Rahders 6/3/1996 0 1 $2,500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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. 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 FY 2021 2022 2023 2024 2025 2026 Total $57 $60 $60 $60 $60 $60 $2,377 PRIOR YEARS: TOTAL $2,020 67 P2286 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/1996 6/30/2028 $2,500 $0 PROJECT PHASE: $0 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 68 P2405PL - 624/340 PRS, Paseo Ranchero and Otay Valley Road Kevin Cameron 5/23/2016 2 2 $1,500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the construction of approximately 1,200 feet of 12-inch pipeline in the 340 Pressure Zone in Otay Valley Road and the 16-inch pipeline in Otay Valley Road and 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. This project will relocate the pipe and allow redundant delivery through the newly extended Heritage Road. 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. 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 FY 2021 2022 2023 2024 2025 2026 Total $25 $150 $425 $500 $200 $140 $1,445 PRIOR YEARS: TOTAL $5 69 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 6/30/2022 $15 $335 PROJECT PHASE: 7/1/2022 6/30/2028 $1,150 PROJECT LOCATION:OWD Map Book:51 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 70 P2451Otay Mesa Desalination Conveyance and Disinfection System Bob Kennedy 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: 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% New Water Supply Fee Projects 0%0%0%31%31% TOTAL:0%69%0%31%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2021 2022 2023 2024 2025 2026 Total $5 $10 $10 $10 $10 $100 $3,970 PRIOR YEARS: TOTAL $3,825 71 P2451 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2006 6/30/2027 7/1/2027 6/30/2029 $4,100 $4,000 PROJECT PHASE: 7/1/2029 6/30/2033 $27,600 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 72 P2453 SR-11 Utility Relocations Jeff Marchioro 5/23/2006 2 1 $3,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for all utility relocations required due to construction of the SR-11 on the Otay Mesa. Facility relocations vary in size from 8-inch to 24-inch. Both the potable and recycled water systems are impacted. JUSTIFICATION OF PROJECT: Caltrans will construct the SR-11, which will result in utility conflicts with existing Otay Water District facilities at various locations. In most cases, the Otay Water District does have prior and superior rights. The facilities must be relocated prior to Caltrans' construction of the SR-11. The cost of the facilities relocations that have prior rights will be reimbursed by Caltrans. COMMENTS: FY 2020 - Project budget decreased from $4M to $3M to reflect changes in Otay Crossing Commerce Park development SAMP and corresponding deletion of Siempre Viva Road bridge waterline. 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 FY 2021 2022 2023 2024 2025 2026 Total $50 $100 $100 $150 $200 $300 $2,950 PRIOR YEARS: TOTAL $2,050 73 P2453 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2006 6/30/2019 7/1/2019 6/30/2020 $50 $550 PROJECT PHASE: 7/1/2020 6/30/2027 $2,400 PROJECT LOCATION:OWD Map Book:5 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 74 P2460I.D. 7 Trestle and Pipeline Demolition Stephen Beppler 5/23/2016 1 2 $750,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the steel trestle demolition and removal of a pipeline. The 1960's steel trestle 24-inch pipeline crossing of 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 and be injured. 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. 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 FY 2021 2022 2023 2024 2025 2026 Total $50 $150 $350 $70 $90 $17 $750 PRIOR YEARS: TOTAL $23 75 P2460 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2016 8/31/2020 9/1/2020 6/30/2022 $10 $240 PROJECT PHASE: 7/1/2022 6/30/2026 $500 PROJECT LOCATION:OWD Map Book:71 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 76 P2485SCADA - Infrastructure and Communications Replacement Michael Kerr 5/21/2009 0 1 $2,450,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project will replace the existing SCADA software and radio communication system and install fuel level transmitters on all diesel fuel tanks. A battery backup system will be installed at remote SCADA/radio sites without emergency power generators. JUSTIFICATION OF PROJECT: Beginning in 2012, the vendor no longer upgrades or supports the existing system. The radio equipment needs replacement to allow for increased bandwidth capability to increase security systems functionality. The fuel level transmitters on all diesel fuel tanks and remote SCADA monitoring will provide supervisors with real-time fuel levels to monitor available runtime on stand-by engines during extended power outages. The battery backup system will provide continuous communications and SCADA monitoring and control for three (3) days if the District lost power at sites without emergency power generators. COMMENTS: FY 2021 – Updated request for funding for current CIP. Based on conversations with Operations Manager a change was requested for future funding. P2485-020000 – SCADA Equipment & Infrastructure Enhancements (+$17K for FY 2021 and +$25K for FY 2022) · FY 2021 - $77K; increase from last year’s requested amount of $60K · FY 2022- $85K; increase from last year’s requested amount of $60K At the end of FY 2022, all PLC sites will have been upgraded from 90/30’s where possible. P2485-030000 – Metro Ethernet Implementation (+$9K for FY 2021 and +$7K for FY 2022) · FY 2021 - $9K; Additional Hardware to support expanded facilities · FY 2022- $7K; Additional Hardware to support expanded facilities P2485-040000 – Emergency Operations Center (+$14K for FY 2021 and +$8K for FY 2022) · FY 2021 - $14K; Additional Hardware to support District emergency operations · FY 2022- $8K; Additional Hardware to support District emergency operations To summarize: P2485-020000 – SCADA Equipment & Infrastructure Enhancements (+$17K for FY 2021 and +$25K for FY 2022) P2485-030000 – Metro Ethernet Implementation (+$9K for FY 2021 and +$7K for FY 2022) P2485-040000 – Emergency Operations Center (+$14K for FY 2021 and +$8K for FY 2022) Total: FY 2021 = $100K; FY 2022 = $100K 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 FY 2021 2022 2023 2024 2025 2026 Total $100 $95 $25 $0 $0 $0 $2,450 PRIOR YEARS: TOTAL $2,230 77 P2485 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2009 6/30/2023 $2,450 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 78 P2494Multiple Species Conservation Plan Lisa Coburn-Boyd 5/21/2009 P2495 0 1 $1,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is to develop a Habitat Conservation Plan (Plan) to streamline the environmental permitting processes for the Capital Improvement Program (CIP) projects to be constructed. JUSTIFICATION OF PROJECT: The project will save time and money when compared to environmental permitting each CIP project individually. COMMENTS: FY 2019 - An additional $50K is requested to be added to the budget in order to complete the Plan. The Plan is ready to be submitted to the Resource Agencies and they will have comments that will need to be addressed by the consultant and District staff before finalizing the Plan. In addition, the Plan must undergo basic CEQA compliance and the funds needed for that compliance, combined with the effort to address agency review comments, will exceed the current budgeted amount. This effort has taken many years, but will greatly streamline biological permitting for CIP projects as well as operations and maintenance issues once it is approved and in place. 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 FY 2021 2022 2023 2024 2025 2026 Total $25 $25 $20 $0 $0 $0 $1,000 PRIOR YEARS: TOTAL $930 79 P2494 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2009 6/30/2023 $1,000 $0 PROJECT PHASE: $0 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 80 P2508Pipeline Cathodic Protection Replacement Program Jeff Marchioro 5/17/2010 0 1 $1,250,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the replacement and repairs of existing cathodic protection systems on six (6) pipelines in environmentally sensitive areas, including the Otay Water District's existing 1980 era 14-inch force main, 2000 era Interconnect Pipelines between the Central Area and Otay Mesa, 1998 era pipeline along Proctor Valley Road, 1987 era pipelines in the Sweetwater River Bridge at Campo Road, 2004 era pipeline crossing Salt Creek, and 1981 era pipeline crossing the Sweetwater River. 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. COMMENTS: FY 2021 - CIP P2508 will be closed after warranty phase ends FY 2021, Q1 (i.e., this CIP will be closed at the end of FY 2021). 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 FY 2021 2022 2023 2024 2025 2026 Total $10 $0 $0 $0 $0 $0 $1,250 PRIOR YEARS: TOTAL $1,240 81 P2508 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2010 6/30/2019 7/1/2014 6/30/2020 $135 $335 PROJECT PHASE: 10/1/2014 6/30/2021 $780 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 82 P2516PL - 12-Inch, 640 Zone, Jamacha Road - Darby/Osage Jeff Marchioro 5/23/2016 3 3 $1,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for construction of approximately 1,250 feet of 12-inch pipeline in Jamacha Road and Osage Drive in the 640 Pressure Zone. The pipe can last up to 85 years. Needs an inspection to assess condition. JUSTIFICATION OF PROJECT: The existing 1958 era pipelines are located in easements in the side yards of homes. The pipelines are a risk and liability to the Otay Water District if they were to fail. This project will relocate the pipeline from yards to the streets. COMMENTS: FY 2020 - Project budget increased from $900K to $1M to reflect current $62/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 FY 2021 2022 2023 2024 2025 2026 Total $0 $0 $75 $125 $400 $400 $1,000 PRIOR YEARS: TOTAL $0 83 P2516 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 6/30/2023 $75 $125 PROJECT PHASE: 7/1/2023 6/30/2026 $800 PROJECT LOCATION:OWD Map Book:301 2021 2022 2023 2024 2025 2026 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:4/16/2020Bob Kennedy 84 P2521Large Meter Vault Upgrade Program Andrea Carey 5/16/2011 0 1 $620,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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 safety issues 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 2022. 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 FY 2021 2022 2023 2024 2025 2026 Total $75 $75 $60 $50 $0 $0 $620 PRIOR YEARS: TOTAL $360 85 P2521 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $220 $6 PROJECT PHASE: 8/1/2016 6/30/2024 $394 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 86 P25331200-1 Reservoir Interior & Exterior Coating Kevin Cameron 6/3/2015 5 2 $1,275,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the interior and exterior coatings of the 1200-1 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 2011 Cathodic Assessment Report, the 1200-1 Reservoir interior and exterior coatings are in relatively poor condition and are in need of replacement. COMMENTS: FY 2018 - Budget increased from $565K to $810K to reflect latest bid results and include structural improvements required on many tanks recently recoated. FY 2020 - Updated budget for current bidding climate and increased material costs. FY 2021 - Budget increased as a result of latest bids received. 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 FY 2021 2022 2023 2024 2025 2026 Total $400 $350 $310 $5 $50 $120 $1,275 PRIOR YEARS: TOTAL $40 87 P2533 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 6/1/2016 7/31/2017 8/3/2017 10/30/2020 $25 $75 PROJECT PHASE: 11/2/2020 6/30/2026 $1,175 PROJECT LOCATION:OWD Map Book:369 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 88 P2539South Bay Bus Rapid Transit (BRT) Utility Relocations Kevin Cameron 5/19/2014 1 1 $1,090,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for all utility relocations required due to construction of South Bay BRT. Facility relocations vary in size and they impact both the potable and recycled water systems. JUSTIFICATION OF PROJECT: Project improvements will affect the locations of some Otay Water District (District) facilities in streets in Chula Vista. Engineering staff time will be needed to review the design drawings and identify any District facilities which will need relocation or vertical adjustment. A construction budget is also needed for the work in relocating and adjusting these facilities. COMMENTS: FY 2018 - Budget increased from $940K to $1.09M to reflect actual costs encountered to date and remaining work to be 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 FY 2021 2022 2023 2024 2025 2026 Total $40 $40 $20 $0 $0 $0 $1,090 PRIOR YEARS: TOTAL $990 89 P2539 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2013 6/30/2014 7/1/2014 4/30/2016 $40 $80 PROJECT PHASE: 5/1/2016 6/30/2023 $970 PROJECT LOCATION:OWD Map Book:80-82, 97-99, 113 & 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 90 P2543850-1 Reservoir Interior/Exterior Coating Kevin Cameron 6/3/2015 3 2 $1,270,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the interior and exterior coatings of the 850-1 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 850-1 Reservoir are nearing the end of their useful lives and are in need of replacement. COMMENTS: FY 2018 - Budget increased from $575K to $875K to reflect recent bid prices and anticipated structural repairs that have been encountered on many of the tanks recently recoated. FY 2020 - Updated budget for current bidding climate and increased material costs. FY 2021 - Updated budget for current bidding climate, reflect recent bid prices, and increased material 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 FY 2021 2022 2023 2024 2025 2026 Total $375 $400 $300 $5 $5 $115 $1,250 PRIOR YEARS: TOTAL $50 91 P2543 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 1/2/2018 7/28/2019 7/31/2019 10/31/2019 $25 $75 PROJECT PHASE: 11/1/2019 6/30/2027 $1,170 PROJECT LOCATION:OWD Map Book:304 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 92 P2546980-2 Reservoir Interior/Exterior Coating Kevin Cameron 6/3/2015 P2545 5 2 $1,705,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the interior and exterior coatings of the 980-2 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 980-2 Reservoir are nearing the end of their useful lives and are in need of replacement. COMMENTS: FY 2020 - Project is in two (2) year warranty period. $15K added to budget should warranty repairs be needed in FY 2021 for staff and Coating Inspector. Costs to make repairs shall be paid by the contractor. 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 FY 2021 2022 2023 2024 2025 2026 Total $15 $0 $0 $0 $0 $0 $1,705 PRIOR YEARS: TOTAL $1,690 93 P2546 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 1/1/2017 2/28/2017 3/1/2017 10/3/2017 $20 $60 PROJECT PHASE: 10/4/2017 6/30/2021 $1,625 PROJECT LOCATION:OWD Map Book:172 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 94 P2553Heritage Road Bridge Replacement and Utility Relocation Kevin Cameron 6/3/2015 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: The existing 16-inch potable water pipeline to North Island Credit Union Amphitheatre (formally known as Sleep Train Amphitheatre) and Aquatica San Diego, a SeaWorld Parks and Entertainment waterpark, was built under the Otay River. The City of Chula Vista 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 FY 2021 2022 2023 2024 2025 2026 Total $25 $25 $25 $425 $1,350 $1,700 $3,600 PRIOR YEARS: TOTAL $50 95 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 11/8/2022 $80 $420 PROJECT PHASE: 11/9/2022 12/30/2028 $4,550 PROJECT LOCATION:OWD Map Book:50 & 51 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 96 P2555Administration and Operations Parking Lot Improvements Kevin Cameron 6/3/2015 3 2 $935,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for AC pavement repairs, slurry seal, re-striping, and updating area lighting improvements to existing Administration and Operations parking lots. JUSTIFICATION OF PROJECT: Parking lot needs to be re-striped and AC pavement needs to be resealed. Area lighting will be updated to more energy efficient fixtures. COMMENTS: FY 2018 - Increased budget by $225K for repaving, striping, motorized gate, and canopies for the Operations yard. FY 2019 - Increased budget for lighting improvements for the Operations' garage and workshop, larger canopy, and current bidding environment. FY 2020 - Budget reduced to $935K for lower pricing on lighting improvements for Operations' fleet shop and warehouse. 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 FY 2021 2022 2023 2024 2025 2026 Total $30 $0 $0 $0 $0 $0 $935 PRIOR YEARS: TOTAL $905 97 P2555 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2015 12/31/2015 1/1/2016 12/31/2016 $2 $173 PROJECT PHASE: 1/1/2017 6/30/2021 $760 PROJECT LOCATION:OWD Map Book:318 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 98 P2561Res - 711-3 Reservoir Cover/Liner Replacement Jeff Marchioro 6/3/2015 5 2 $2,450,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the replacement of the existing membrane floating cover and liner with new membrane system. Replace existing low profile mechanical spring tension system with weight tension towers. JUSTIFICATION OF PROJECT: The existing membrane floating cover and liner and existing low profile mechanical spring tensioners, have reached the end of their useful lives and require replacement to meet regulatory requirements. COMMENTS: FY 2021 - Project budget increased from $2.30M to $2.43M to reflect current prediction of settlement to close out construction contract. CIP will be closed after warranty phase ends FY2021, Q2 (i.e., this CIP will be closed at the end of FY 2021). 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 FY 2021 2022 2023 2024 2025 2026 Total $15 $0 $0 $0 $0 $0 $2,450 PRIOR YEARS: TOTAL $2,435 99 P2561 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2015 9/30/2018 7/1/2018 2/15/2019 $10 $45 PROJECT PHASE: 2/15/2019 6/30/2021 $2,395 PROJECT LOCATION:OWD Map Book:159 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 100 P2562Res - 571-1 Reservoir Cover/Liner Replacement Jeff Marchioro 6/3/2015 P2083 2 1 $2,900,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the replacement of the existing membrane floating cover and liner with new membrane system. JUSTIFICATION OF PROJECT: The existing membrane floating cover and liner have reached the end of their useful lives and require replacement to meet regulatory requirements. COMMENTS: FY 2021 - Construction is complete and the project is in the warranty period. 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 FY 2021 2022 2023 2024 2025 2026 Total $10 $1 $1 $1 $86 $86 $2,900 PRIOR YEARS: TOTAL $2,715 101 P2562 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2015 8/31/2016 9/1/2016 7/31/2017 $5 $50 PROJECT PHASE: 8/1/2017 6/30/2026 $2,845 PROJECT LOCATION:OWD Map Book:55 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 102 P2563Res - 870-1 Reservoir Cover/Liner Replacement Jeff Marchioro 6/3/2015 2 3 $2,700,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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 have reached the end of their useful lives and require replacement to meet regulatory requirements. COMMENTS: FY 2021 - Project budget increased from $1.25M to $2.70M include a temporary bolted tank (+$1M) and price increase for floating cover/liner (+0.4M). 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 FY 2021 2022 2023 2024 2025 2026 Total $5 $5 $5 $5 $5 $150 $185 PRIOR YEARS: TOTAL $10 103 P2563 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2015 4/30/2023 5/1/2023 9/30/2026 $10 $60 PROJECT PHASE: 10/1/2026 6/30/2028 $2,630 PROJECT LOCATION:OWD Map Book:55 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 104 P2565803-2 Reservoir Interior/Exterior Coating & Upgrades Kevin Cameron 6/3/2015 5 2 $1,200,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the interior and exterior coatings of the 803-2 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 2013 Cathodic Assessment Report, the 803-2 Reservoir interior and exterior coatings are near the end of their useful lives and in need of replacement. COMMENTS: FY 2018 - Budget increased from $725K to $940K to reflect recent bid prices and anticipated structural repairs that have been encountered on many of the tanks recently recoated. FY 2019 - Budget increased from $940K to $1M, to add work from CIP P2606 to this CIP, and close CIP P2606 (Budget $75K). This will reduce design and bidding costs. FY 2020 - Budget increased from $1M to $1.2M. 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 FY 2021 2022 2023 2024 2025 2026 Total $10 $10 $5 $5 $5 $165 $1,200 PRIOR YEARS: TOTAL $1,000 105 P2565 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 1/1/2018 6/30/2018 7/1/2018 10/2/2018 $20 $70 PROJECT PHASE: 10/3/2018 6/30/2026 $1,110 PROJECT LOCATION:OWD Map Book:357 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 106 P25671004-2 Reservoir Interior/Exterior Coating & Upgrades Kevin Cameron 6/3/2015 3 3 $1,150,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the interior and exterior coatings of the 1004-2 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 2013 Cathodic Assessment Report, the 1004-2 Reservoir interior and exterior coatings are at the end of their useful lives and in need of replacement. COMMENTS: FY 2018 - Budget increased from $565K to $905K to reflect recent bid prices and anticipated structural repairs that have been encountered on many of the tanks recently recoated. FY 2020 - Updated budget for current bidding climate and increased material costs. FY 2021 - Budget increased $185K to $1,150K. Recent bids for similar projects have noted increases in materials and labor 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 FY 2021 2022 2023 2024 2025 2026 Total $0 $20 $850 $40 $5 $235 $1,150 PRIOR YEARS: TOTAL $0 107 P2567 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 1/4/2022 3/30/2022 4/1/2022 10/5/2023 $20 $65 PROJECT PHASE: 10/6/2023 6/30/2026 $1,065 PROJECT LOCATION:OWD Map Book:316 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 108 P2571Data Center Network Data Storage and Infrastructure Enhancements Michael Kerr 6/3/2015 0 2 $450,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the replacement and enhancement of the infrastructure components for the Data Center Network. JUSTIFICATION OF PROJECT: Data Center Network infrastructure is reaching the end of its service life. This project plans for enhancement and replacement. Some of the components that support the Otay Water District’s (District) business operations require upgrades and/or replacements. The District’s data Storage Area Network (SAN) is reaching its end of service life. The Tegile Manufactured System's SAN will not be supported as of Fiscal Year 2020 and requires replacement. Additional components of the Data Center will also require extensive upgrades. Most of the hardware was replaced in 2014 and based on industry standards of a four (4) - six (6) year replacement refresh cycle, will need to be upgraded or replaced. The end-of-life devices/hardware expose the threat of unsupported infrastructure and new replacements would be costly. The District's operations depend on these components for business continuity and service reliability. COMMENTS: FY 2020 – Updated request for funding for current CIP. Based on internal discussion with team members and project deployment, an increase of $250k for additional funding is requested: P2571 – Data Center Network Storage and Infrastructure Enhancements (+40K additional for FY 2020) · FY 2021 – (+260K) - this increase will support the continued efforts for the replacement of the District’s current Storage Hardware and associated equipment. · FY 2022 – (+30K) - this increase will support the District’s core network hardware devices and associated equipment. FY 2021 - Revised distribution: FY 2021=$130K; FY 2022=$130K; FY 2023=$30K 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 FY 2021 2022 2023 2024 2025 2026 Total $130 $130 $30 $0 $0 $0 $450 PRIOR YEARS: TOTAL $160 109 P2571 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 6/30/2023 $450 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 110 P2572Enterprise Resource Planning (ERP) Replacement Michael Kerr 6/3/2015 0 3 $1,600,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the replacement of the Enterprise Resource Planning (ERP) system. JUSTIFICATION OF PROJECT: Based on preliminary road maps from the current vendor, staff anticipates that the current ERP system, Eden, will become inflexible and constricted with new systems on the horizon. Staff is presently identifying key core business processes in achieving improvements in productivity and quality. Staff also anticipates that the outcome of the workshops will recognize that Eden will lack the necessary functionality, business agility, flexibility, and technology necessary for the Otay Water District's (District) overall growth. 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 roadmap 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 2/4/19 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. 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 FY 2021 2022 2023 2024 2025 2026 Total $80 $50 $0 $0 $0 $0 $130 PRIOR YEARS: TOTAL $0 111 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 $1,600 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 112 P2573PL - 12-Inch Pipeline Replacement, 803 Zone, Hillsdale Road Stephen Beppler 5/23/2016 P2574 5 1 $2,580,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the replacement of approximately 4,000 feet of 12-inch potable water main within the 803 Pressure Zones in Hillsdale Road. The County has a CIP to repave Hillsdale Road after the Pipeline Replacement project is complete. JUSTIFICATION OF PROJECT: This project will replace thin wall, 1959 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 a separate CIP and developer projects. The remaining 2.1 miles of pipe has developed several water main breaks including catastrophic failures due to semi-localized coating failures and severe corrosion of the thin wall steel can. COMMENTS: FY 2018 - Design completed in FY 2017 and to be constructed in FY 2018. Construction of CIP S2048 to be completed at the same time. Revision to water main alignment and updated cost opinion increased the project budget from $1.75M to $2.45M and also reflects jump in bid prices experienced in early 2017. FY 2020 - Construction completed in July 2018 with one (1) year warranty. FY 2021 - Project to be closed at the end of FY 2022. Budget increased from $2.45M to $2.58M for warranty expenses and final closeout 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 FY 2021 2022 2023 2024 2025 2026 Total $4 $4 $0 $0 $0 $0 $2,580 PRIOR YEARS: TOTAL $2,572 113 P2573 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2016 10/15/2016 10/1/2016 6/30/2017 $10 $255 PROJECT PHASE: 7/1/2017 3/1/2021 $2,315 PROJECT LOCATION:OWD Map Book:356 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 114 P2574PL - 12-Inch Pipeline Replacement, 978 Zone, Vista Vereda Stephen Beppler 5/23/2016 P2573, P2615, P2616, P2625 5 2 $1,785,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the replacement of approximately 0.5 miles of 12-inch potable water main within the 978 Pressure Zone (PZ) in Vista Vereda and easements on private property. The replacement water line will vary from 2-inch to 12-inch as the water line north of the feed from the 978 Pump Station will be changed to local distribution only. The transmission capabilities to the western portions of the 978 PZ are being transferred to Hidden Mesa Road under CIP P2625. 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. This pipe is located in the Hillsdale area that has had major failures. This project will replace the pipe and relocate significant portions of the pipe out of these backyards before a major failure. COMMENTS: FY 2021 - Weather during construction extended construction into Q1 of FY 2020. A one (1) year warranty period will require keeping this project active into FY 2021. 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 FY 2021 2022 2023 2024 2025 2026 Total $5 $0 $0 $0 $0 $0 $1,785 PRIOR YEARS: TOTAL $1,780 115 P2574 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2016 4/30/2017 5/1/2017 9/30/2018 $90 $333 PROJECT PHASE: 1/1/2019 6/30/2021 $1,362 PROJECT LOCATION:OWD Map Book:368, 369, 378 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 116 P2578PS - 711-2 (PS 711-1 Replacement and Expansion) - 14,000 gpm Stephen Beppler 5/23/2016 P2473 1 2 $16,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the construction of a new Pump Station to replace the existing Pump Station. 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. COMMENTS: FY 2021 - Project budget increased from $13M to $16M to reflect current pricing. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%69%0%69% Betterment ID 22 0%31%0%0%31% TOTAL:0%31%69%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2021 2022 2023 2024 2025 2026 Total $25 $275 $675 $2,600 $5,100 $5,100 $13,775 PRIOR YEARS: TOTAL $0 117 P2578 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2022 10/1/2021 9/30/2024 $600 $1,400 PROJECT PHASE: 10/1/2024 6/30/2028 $14,000 PROJECT LOCATION:OWD Map Book:114 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 118 P2584Res - 657-1 and 657-2 Reservoir Demolitions Jeff Marchioro 5/23/2016 3 2 $720,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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 coatings' useful life ending. 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 FY 2021 2022 2023 2024 2025 2026 Total $0 $0 $0 $0 $0 $50 $50 PRIOR YEARS: TOTAL $0 119 P2584 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 12/31/2025 12/31/2030 1/1/2030 6/30/2031 $35 $35 PROJECT PHASE: 7/1/2031 6/30/2032 $650 PROJECT LOCATION:OWD Map Book:303 2021 2022 2023 2024 2025 2026 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:5/13/2020Jolene Fielding 120 P2593458-1 Reservoir Interior/Exterior Coating & Upgrades Kevin Cameron 5/23/2016 2 2 $1,050,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the interior and exterior coatings of the 458-1 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 2013 Cathodic Assessment Report, the 458-1 Reservoir interior and exterior coatings are at the end of their useful lives and in need of replacement. COMMENTS: FY 2020 - Updated budget for current bidding climate and increased material 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 FY 2021 2022 2023 2024 2025 2026 Total $10 $895 $110 $5 $30 $0 $1,050 PRIOR YEARS: TOTAL $0 121 P2593 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 2/1/2021 4/30/2021 5/1/2021 9/30/2021 $15 $65 PROJECT PHASE: 10/1/2021 7/30/2024 $970 PROJECT LOCATION:OWD Map Book:66 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 122 P2594Large Meter Replacement Andrea Carey 5/23/2016 0 1 $650,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the replacement of water meters 3-inch or larger. JUSTIFICATION OF PROJECT: FY 2021 - 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: 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 FY 2021 2022 2023 2024 2025 2026 Total $1 $1 $1 $77 $25 $60 $650 PRIOR YEARS: TOTAL $485 123 P2594 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2016 6/1/2019 $0 $0 PROJECT PHASE: 7/1/2016 6/30/2026 $650 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 124 P2595 PL - 16-inch, 624 Zone, Village 3N - Heritage Road, Main St/Energy Way Stephen Beppler 5/23/2005 P2403 2 2 $150,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for 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 Otay Water 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: 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 FY 2021 2022 2023 2024 2025 2026 Total $1 $1 $1 $1 $145 $1 $150 PRIOR YEARS: TOTAL $0 125 P2595 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 1/1/2006 6/1/2018 7/1/2006 6/30/2018 $0 $0 PROJECT PHASE: 7/1/2019 6/30/2026 $150 PROJECT LOCATION:OWD Map Book:82 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 126 P2604AMR Change-Out Andrea Carey 1/7/2017 R2143 0 1 $6,290,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Change out of existing Master Meter 3G registers to a combination of 3G and Allegro registers and complete meter change out of the Otay Water District's (District) highest users of 3/4-2-inch. In addition, implement cellular reading technology for District's temporary meters. JUSTIFICATION OF PROJECT: FY 2018 - Current technology is failing at a high percentage at year eleven (11). Final FY 2017 budget approved was $1.35M. Total program budget is estimated at $10.1M (recycled (R2143) and potable), projected to be spent over six (6) years. Also, implement cellular reading technology for District's temporary meters and any large users requesting hourly data on a regular basis. Will pilot cell technology in FY 2018 with 20 endpoints and, if all works well, implement to all temporary meters in FY 2019. The temporary cellular technology cost is estimated to be $75K. FY 2019 - Master Meter has identified a manufacture defect in registers built between 2009-2013 causing them to fail at the six (6) - eight (8) year mark. The District has approximately 15,000 of these in the ground and will need to make arrangements to change out prior to original planned change out at year eleven (11). In addition, 2005-2008 installed registers will also need to be changed out at year eleven (11). Staff has developed a new plan to change out all registers with a mixture of 3G (paid for under warranty by Master Meter) and Allegro (Master Meter's latest technology) by the end of FY 2020. This shrinks the Change-Out Program from a 7-year to a 4-year time frame. Total program budget was estimated at $10.1M (including recycled (R2143) and potable), projected to be spent over seven (7) years. Now the total Program budget is estimated to be $6.8M (recycled and potable). COMMENTS: FY 2018 - In FY 2025, the Change-Out Program will resume replacing all meters and registers. Plan to expand the Program to a ten (10) year Change-Out Program for registers and twenty (20) year Change-Out Program for meters (with exception of high users, which will have full meter change out every ten (10) years) at that time. FY 2019 - Staff has developed a new plan to change out all registers by the end of FY 2020. This shrinks the Change-Out Program from a 7-year to a 4-year time frame at $6.29M plus $525K (R2143). 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 FY 2021 2022 2023 2024 2025 2026 Total $250 $250 $40 $0 $0 $0 $6,290 PRIOR YEARS: TOTAL $5,750 127 P2604 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 1/1/2017 6/30/2020 $0 $0 PROJECT PHASE: 1/1/2017 6/30/2023 $6,290 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 128 P2605458/340 PRS Replacement, 1571 Melrose Ave Stephen Beppler 5/24/2017 P2627 2 2 $750,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Replace existing Pressure Reducing Station (PRS) as-is without power or SCADA. Replace existing steel laterals. Construct pressure relief with modern air gap. For cost efficiency, project will be designed and constructed together with similar PRS on Oleander Avenue. JUSTIFICATION OF PROJECT: The existing 1965 era PRS has exceeded its useful life. PRS will be replaced without power or SCADA because there is insufficient space to construct modern remote monitoring and controls within the existing right-of-way. An air gap is required by the Health Department. COMMENTS: FY 2021 - Project budget increased from $475K to $750K to reflect bidding climate and detailed project scope of work. 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 FY 2021 2022 2023 2024 2025 2026 Total $60 $325 $225 $40 $0 $0 $750 PRIOR YEARS: TOTAL $100 129 P2605 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2017 6/30/2018 7/1/2018 9/30/2020 $15 $110 PROJECT PHASE: 10/1/2020 6/30/2024 $625 PROJECT LOCATION:OWD Map Book:065 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 130 P2607Douglas Ave SWA and OWD Interconnection Upgrade Stephen Beppler 5/24/2017 2 1 $50,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Replace existing 3-inch PRV at interconnection between Sweetwater Authority (SWA) and Otay Water District (District) with a new 8-inch PRV. Interconnection is a one-way feed from District to SWA so SWA will cover a majority of the costs. JUSTIFICATION OF PROJECT: SWA requested this replacement and upgrade in PRV size to better supply their system in the event of an emergency. COMMENTS: FY 2021 - Design by SWA to be completed in FY 2020 Q3 with construction to begin in FY 2020 Q4. Invoicing of District share expected in FY 2021. 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 FY 2021 2022 2023 2024 2025 2026 Total $45 $0 $0 $0 $0 $0 $50 PRIOR YEARS: TOTAL $5 131 P2607 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2017 6/30/2018 7/1/2018 9/30/2019 $1 $2 PROJECT PHASE: 10/1/2019 6/30/2021 $47 PROJECT LOCATION:OWD Map Book:095 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 132 P2608PL - 8-inch, 850 Zone, Coronado Ave, Chestnut/Apple Kevin Cameron 5/24/2017 3 2 $1,820,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Fire flows on this section of water line are below recommended rates due to the current pipe being undersized. Preferred alternative to resolve this is to replace 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: Existing water line is on the 657 Pressure Zone (PZ) and does not provide adequate fire protection. Moving this portion of the water system to a higher pressure zone will resolve this issue. COMMENTS: FY 2018 - Issue discovered 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 PRV's 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. 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 FY 2021 2022 2023 2024 2025 2026 Total $200 $50 $100 $300 $400 $695 $1,820 PRIOR YEARS: TOTAL $75 133 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 6/30/2024 $25 $225 PROJECT PHASE: 7/1/2024 12/30/2026 $1,570 PROJECT LOCATION:OWD Map Book:303 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 134 P2609PL - 8-inch, 1004 Zone, Eucalyptus St, Coronado/Date/La Mesa Kevin Cameron 5/24/2017 3 2 $2,100,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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. 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 FY 2021 2022 2023 2024 2025 2026 Total $900 $165 $25 $300 $400 $110 $2,100 PRIOR YEARS: TOTAL $200 135 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 3/31/2020 $25 $225 PROJECT PHASE: 4/1/2020 6/30/2026 $1,850 PROJECT LOCATION:OWD Map Book:317 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 136 P2610Valve Replacement Program - Phase 1 Kevin Cameron 5/24/2017 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: Replacement of non-functioning isolation valves on the potable water system. Phase 1 is expected to replace up to twenty (20) valves per year, and gradually increase the per year replacement to keep up with the expected life of 70 years per valve. JUSTIFICATION OF PROJECT: Working isolation valves are vital to the efficient operation of the water system. Life expectancy is assumed to be 70 years from various data sources. Helix and Padre Dam currently have Valve Replacement Programs, and have seen an average replacement cost of $20K/valve. Operations estimates that in order to keep up with the 70 year service life of the valves, we need to eventually replace 300 valves/year. COMMENTS: FY 2020 - Increased the overall budget to have an annual valve replacement program. 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 FY 2021 2022 2023 2024 2025 2026 Total $100 $175 $400 $400 $400 $400 $1,905 PRIOR YEARS: TOTAL $30 137 P2610 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2017 6/30/2018 7/1/2018 6/30/2021 $75 $350 PROJECT PHASE: 7/1/2021 6/30/2026 $1,575 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 138 P2611Quarry Road Bridge Replacement and Utility Relocation Kevin Cameron 5/24/2017 3 2 $3,600,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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. FY2021 - 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. 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 FY 2021 2022 2023 2024 2025 2026 Total $25 $10 $10 $10 $10 $210 $400 PRIOR YEARS: TOTAL $125 139 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 6/30/2027 $35 $340 PROJECT PHASE: 7/1/2027 8/31/2029 $3,225 PROJECT LOCATION:OWD Map Book:197 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 140 P2612PL - 12-inch, 711 Zone, Paso de Luz/Telegraph Canyon Rd Kevin Cameron 5/24/2017 4 2 $1,250,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Replacement of approximately 275 Linear Feet of existing 12-inch water line located in a steep slope easement with a new water line located within right-of-way. JUSTIFICATION OF PROJECT: The pipe is currently leaking and needs to be replaced. A 12-inch water line is needed to meet flow requirements and will remain in the same alignment. COMMENTS: FY 2021 - Budget amount revised to reflect full replacement with CML&C pipe. 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 FY 2021 2022 2023 2024 2025 2026 Total $75 $500 $350 $90 $55 $60 $1,250 PRIOR YEARS: TOTAL $120 141 P2612 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2017 6/30/2019 7/1/2019 12/31/2020 $20 $175 PROJECT PHASE: 1/1/2021 12/31/2025 $1,055 PROJECT LOCATION:OWD Map Book:096 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 142 P2614485-1 Reservoir Interior/Exterior Coating Kevin Cameron 5/24/2017 4 3 $1,150,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the interior and exterior coatings of the 485-1 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 485-1 Reservoir are nearing the end of their useful lives and are in need of replacement. 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 FY 2021 2022 2023 2024 2025 2026 Total $0 $0 $20 $800 $200 $130 $1,150 PRIOR YEARS: TOTAL $0 143 P2614 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 1/1/2023 5/31/2023 6/1/2023 10/3/2023 $15 $65 PROJECT PHASE: 10/4/2023 6/30/2025 $1,070 PROJECT LOCATION:OWD Map Book:112 2021 2022 2023 2024 2025 2026 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:4/16/2020Bob Kennedy 144 P2615PL - 12-Inch Pipeline Replacement, 803 PZ, Vista Grande Stephen Beppler 5/24/2017 5 2 $2,600,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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. 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 FY 2021 2022 2023 2024 2025 2026 Total $10 $250 $600 $1,500 $100 $100 $2,600 PRIOR YEARS: TOTAL $40 145 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 9/30/2022 $50 $450 PROJECT PHASE: 10/1/2022 6/30/2026 $2,100 PROJECT LOCATION:OWD Map Book:368 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 146 P2616PL - 12-Inch Pipeline Replacement, 978 Zone, Pence Dr/Vista Sierra Dr Kevin Cameron 5/24/2017 P2573, P2574, P2615, P2625 5 1 $4,200,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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. 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 FY 2021 2022 2023 2024 2025 2026 Total $425 $1,100 $1,400 $900 $25 $150 $4,200 PRIOR YEARS: TOTAL $200 147 P2616 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2017 9/30/2019 10/1/2019 1/31/2021 $30 $370 PROJECT PHASE: 2/1/2021 6/30/2024 $3,800 PROJECT LOCATION:OWD Map Book:378 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 148 P2617Lobby Security Enhancements Kent Payne 5/24/2017 3 1 $225,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Redesign and install new customer service counter with enhanced security features; reconfigure the public service desk to include security enhancements along with an enlarged and secured adjoining conference room; replace Finance and Engineering double-doors with new secured glass doors. JUSTIFICATION OF PROJECT: This project will add security features to the Otay Water District’s public lobby in the form of bullet resistant barriers and glass and work areas with sufficient protection to allow staff to retreat to a safe location should a dangerous encounter present itself. COMMENTS: FY 2019 - Project construction budget increased $75K to $150K. FY 2020 - Budget increased from $150K t o $225K to include minor lobby remodeling and outfitting with customer interactive informational technologies. 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 FY 2021 2022 2023 2024 2025 2026 Total $20 $20 $20 $20 $0 $0 $225 PRIOR YEARS: TOTAL $145 149 P2617 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2017 6/30/2018 7/1/2017 6/30/2018 $5 $10 PROJECT PHASE: 7/1/2018 6/30/2024 $210 PROJECT LOCATION:OWD Map Book:318 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 150 P2619PS - Temporary Lower Otay Pump Station Redundancy Jeff Marchioro 5/24/2017 P2579 1 1 $3,300,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Add a second pump to the temporary Lower Otay Pump Station (TLOPS) to provide redundancy to the existing single trailer mounted pump. Project involves site work, yard piping, replacement of a 30-inch flow meter and adjoining piping due to internal deterioration, instrumentation and controls, and security improvements. JUSTIFICATION OF PROJECT: A second redundant pump is needed to serve as backup to the existing pump at TLOPS. The existing diesel pump engine has recently failed during a SDCWA Aqueduct shutdown. Aqueduct shutdowns may occur for routine maintenance or emergencies. With the exception of portable trailer pumps, which can be deployed at the Telegraph Canyon site, TLOPS is the only potable water supply to the District's central and south service areas during Aqueduct shutdowns. TLOPS has a much higher capacity (12,500 gpm) compared to the potable trailer pumps deployed at Telegraph Canyon (5,000 gpm). COMMENTS: FY2021 - Project budget increased from $2.9M to $3.3M to reflect Board approved budget increase for construction contract award at July 3, 2019 Board Meeting ($0.3M) and increase for construction phase contingency ($0.1M). FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%69%0%0%69% New Water Supply Fee Projects 0%0%0%31%31% TOTAL:0%69%0%31%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2021 2022 2023 2024 2025 2026 Total $500 $200 $200 $0 $0 $0 $3,300 PRIOR YEARS: TOTAL $2,400 151 P2619 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2017 6/30/2018 3/1/2018 8/31/2019 $150 $250 PROJECT PHASE: 9/1/2019 6/30/2023 $2,900 PROJECT LOCATION:OWD Map Book:070 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 152 P2623Central Area to Otay Mesa Interconnection Pipelines Combination Air/Vacuum Valve Replacements Jeff Marchioro 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: 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 FY 2021 2022 2023 2024 2025 2026 Total $30 $300 $10 $0 $0 $0 $600 PRIOR YEARS: TOTAL $260 153 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 6/30/2021 $50 $130 PROJECT PHASE: 7/1/2018 6/30/2023 $420 PROJECT LOCATION:OWD Map Book:055 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 154 P2625PL - 12-inch, 978 Zone, Hidden Mesa Road Stephen Beppler 11/1/2017 P2574 5 1 $2,210,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Replacement of approximately 3,000 linear feet of 8-inch and 10-inch potable water line with a new 12-inch water main to serve as the primary transmission main to the western portions of the 978 Pressure Zone (PZ) in the Hillsdale area. JUSTIFICATION OF PROJECT: The existing 12-inch water line along Vista Vereda and Hidden Mesa Trail providing transmission capabilities to the western portions of the 978 PZ was constructed in 1959 through easements that are difficult to access, pose maintenance issues, and present risks to the adjoining properties. This line is at the end of its useful life and analysis for the replacement of the pipeline was performed under CIP P2574. An alternative project was selected to replace the pipeline with the portion in Vista Vereda to be converted to a local distribution system with reduced reach and upsizing of the water line in Hidden Mesa Road to 12-inch to handle transmission duties. This alternative provides the lowest risk to the Otay Water District while providing the best maintenance access with long-term cost savings. This separate CIP was established for the Hidden Mesa Road portion of the work. COMMENTS: Project completion is expected in FY 2020 Q3. Project completion is expected in FY 2020 Q3. Warranty period to extend for one 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 FY 2021 2022 2023 2024 2025 2026 Total $10 $0 $0 $0 $0 $0 $2,210 PRIOR YEARS: TOTAL $2,200 155 P2625 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2017 12/31/2017 1/1/2018 6/30/2018 $1 $211 PROJECT PHASE: 7/1/2018 6/30/2021 $1,998 PROJECT LOCATION:OWD Map Book:368,369 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 156 P2626803-4 Reservoir Water Quality Improvements – PAX System Purchase Lisa Coburn-Boyd 5 1 $325,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Purchase of a PAX System that includes an internal mixer for the Reservoir and a Residual Control System (RCS) (chemical feed) in a permanent enclosure to improve the water quality within the 803-4 Reservoir and the downline 978-1 and 1200-1 Reservoirs. JUSTIFICATION OF PROJECT: The 803-4 Reservoir has experienced frequent nitrification events that have required increased Operations staff time to maintain the water quality. These events also impact the water quality in the downstream Reservoirs that it feeds, the 978-1, and at the end of the line, the 1200-1 Reservoir. Due to the increasing frequency of these nitrification events, Operations staff conducted a pilot test of the PAX mixer and RCS system at the 803-4 Reservoir and entered into a rental agreement with the local supplier of the equipment to use at the Reservoir. Results were initially mixed until the system was fine-tuned. The most recent results are positive, resulting in improved water quality and a decrease of staff time that has been required to deal with water quality issues at the Reservoir. COMMENTS: FY 2020 - There are several other Reservoirs that experience nitrification events on a regular basis and require substantial Operations staff time to maintain water quality. These Reservoirs, which include the 944-2 Reservoir and end of the line Reservoirs such as the 1090-1, 1200-1, and the 1485-2, could also benefit from the PAX System technology. This initial installation will provide information about the use of this technology at these other sites. CIPs for these other sites will be added in FY 2022 CIP budget. This budget is based on a proposal the Otay Water District received for the 803-4 Reservoir for mixer, reservoir control system, including water quality analyzer, sodium hypochlorite and ammonia feed skids and chemical storage tanks, and a pre-fabricated building for $192K. Onsite improvements to pour the slab, electrical connections, SCADA, communications, and sample and return chemical feed lines are $58.2K. Freight charges are $7.9K and taxes are $15K for a total construction cost of $273.1K with the balance of the budget for inspection and contingencies. 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 FY 2021 2022 2023 2024 2025 2026 Total $25 $50 $50 $25 $0 $0 $325 PRIOR YEARS: TOTAL $175 157 P2626 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 9/30/2019 10/1/2019 3/31/2020 $5 $5 PROJECT PHASE: 4/1/2020 6/30/2024 $315 PROJECT LOCATION:OWD Map Book:307, 322, 369 2021 2022 2023 2024 2025 2026 Total $0 $1,500 $1,500 $1,500 $0 $0 $4,500 $200 $200 $200 $200 $0 $0 $800 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:7/7/2020Bob Kennedy 158 P2627458/340 PRS Replacement, 1505 Oleander Avenue Stephen Beppler 5/21/2018 P2605 2 1 $750,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Replace existing Pressure Reducing Station (PRS) as-is without power or SCADA. Replace existing steel laterals. Construct pressure relief with modern air gap. For cost efficiency, project will be designed and constructed together with a similar PRS on Melrose Avenue. JUSTIFICATION OF PROJECT: The existing 1965 era PRS has exceeded its useful life. PRS will be replaced without power/SCADA because there is insufficient space to construct modern remote monitoring and controls within the existing right-of-way. An air gap is required by the Health Department. COMMENTS: FY 2021 - Project budget increased from $475K to $750K to reflect bidding climate and detailed project scope of work. 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 FY 2021 2022 2023 2024 2025 2026 Total $60 $325 $225 $15 $0 $0 $750 PRIOR YEARS: TOTAL $125 159 P2627 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2018 9/30/2020 $2 $148 PROJECT PHASE: 10/1/2020 6/30/2024 $600 PROJECT LOCATION:OWD Map Book:065 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 160 P2630624-3 Reservoir Automation of Chemical Feed System Kevin Cameron 5/21/2018 1 2 $625,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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 FY 2021 2022 2023 2024 2025 2026 Total $25 $175 $300 $5 $65 $50 $625 PRIOR YEARS: TOTAL $5 161 P2630 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 4/1/2020 12/31/2020 1/1/2021 10/29/2021 $20 $125 PROJECT PHASE: 11/1/2021 6/30/2026 $480 PROJECT LOCATION:OWD Map Book:114 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 162 P26311485-2 Reservoir Interior/Exterior Coating & Upgrades Kevin Cameron 5/21/2018 5 3 $1,250,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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: 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 FY 2021 2022 2023 2024 2025 2026 Total $0 $0 $5 $40 $500 $705 $1,250 PRIOR YEARS: TOTAL $0 163 P2631 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 2/1/2023 4/30/2023 5/1/2023 10/31/2024 $20 $65 PROJECT PHASE: 11/1/2024 6/30/2026 $1,165 PROJECT LOCATION:OWD Map Book:336 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 164 P2638Buildings and Grounds Refurbishments Kent Payne 5/21/2018 3 1 $114,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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, undermining sidewalks, fence posts, and other landscape materials. Age and drought have compromised several trees and other original plantings. The result is a deteriorating appearance in public facing and employee surroundings throughout the main campus. 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 FY 2021 2022 2023 2024 2025 2026 Total $25 $50 $14 $0 $0 $0 $114 PRIOR YEARS: TOTAL $25 165 P2638 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 6/30/2023 $114 PROJECT LOCATION:OWD Map Book:318 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 166 P2639Vista Diego Hydropneumatic Pump Station Replacement Jeff Marchioro 5/21/2018 5 3 $2,800,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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. 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 FY 2021 2022 2023 2024 2025 2026 Total $50 $150 $900 $1,500 $175 $0 $2,800 PRIOR YEARS: TOTAL $25 167 P2639 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 9/30/2021 $25 $425 PROJECT PHASE: 10/1/2021 6/30/2025 $2,350 PROJECT LOCATION:OWD Map Book:322 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 168 P2640Portable Trailer Mounted VFD Pumps Jeff Marchioro 5/21/2018 P2533, P2567 0 2 $550,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Procure a custom portable trailer fitted with a multistage centrifugal variable frequency drive (VFD) pump package. JUSTIFICATION OF PROJECT: The trailer would provide a means to avoid disruption of water service while taking existing critical facilities offline for extended periods of time. The trailer will be designed for deployment at four (4) existing Hydropneumatic Pump Stations and three (3) existing small Pressure Zones each fed by a single gravity reservoir with no redundancy. 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 FY 2021 2022 2023 2024 2025 2026 Total $30 $0 $0 $0 $0 $0 $550 PRIOR YEARS: TOTAL $520 169 P2640 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2018 3/1/2019 3/1/2019 9/30/2019 $20 $30 PROJECT PHASE: 10/1/2019 6/30/2021 $500 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 170 P2642Rancho Jamul Pump Station Replacement Jeff Marchioro 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: 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 2040). 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 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 FY 2021 2022 2023 2024 2025 2026 Total $5 $5 $165 $725 $1,050 $500 $2,455 PRIOR YEARS: TOTAL $5 171 P2642 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 9/30/2023 $30 $370 PROJECT PHASE: 10/1/2023 6/30/2026 $2,100 PROJECT LOCATION:OWD Map Book:206 2021 2022 2023 2024 2025 2026 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:4/5/2020Bob Kennedy 172 P2646North District Area Cathodic Protection Improvements Jeff Marchioro 5/21/2018 P2508 5 3 $1,200,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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: 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 FY 2021 2022 2023 2024 2025 2026 Total $25 $125 $325 $450 $275 $0 $1,200 PRIOR YEARS: TOTAL $0 173 P2646 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 6/30/2021 7/1/2020 6/30/2022 $100 $200 PROJECT PHASE: 7/1/2022 6/30/2024 $900 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 174 P2647Central Area Cathodic Protection Improvements Jeff Marchioro 5/21/2018 P2508 1 3 $1,300,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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 2015 Annual Report. Up to twenty-eight (28) cathodic protection systems may be repaired under this CIP. 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 FY 2021 2022 2023 2024 2025 2026 Total $5 $25 $45 $275 $500 $350 $1,200 PRIOR YEARS: TOTAL $0 175 P2647 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 6/30/2022 7/1/2021 6/30/2023 $100 $200 PROJECT PHASE: 7/1/2023 6/30/2028 $1,000 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 176 P2648Otay Mesa Area Cathodic Protection Improvements Jeff Marchioro 5/21/2018 P2508 2 2 $700,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the replacement and repairs of existing cathodic protection systems on various potable pipelines in the Otay Mesa 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 2015 Annual Report. Up to fifteen (15) cathodic protection systems may be repaired under this CIP. COMMENTS: FY 2021 - Project budget increased from $430K to $700K to reflect current scope and 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 FY 2021 2022 2023 2024 2025 2026 Total $200 $250 $50 $40 $0 $0 $700 PRIOR YEARS: TOTAL $160 177 P2648 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2018 6/30/2020 7/1/2019 6/30/2021 $40 $130 PROJECT PHASE: 7/1/2021 6/30/2024 $530 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 178 P2649HVAC Equipment Purchase Kent Payne 5/21/2018 3 1 $130,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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. Unit # Location Install Date Replacement Year (FY) Estimate RTU 4 Board Room 1998 2019 $21,000 AC-2 Accounting 1998 2020 $22,000 AC-4 Finance 1998 2020 $22,000 RTU 8 Training Room 1998 2021 $20,000 RTU 7 Lunchroom 1998 2022 $15,000 RTU 6 Gym Area 1998 2023 $15,000 RTU 9 Computer Training 1998 2023 $15,000 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 FY 2021 2022 2023 2024 2025 2026 Total $20 $15 $30 $40 $0 $0 $130 PRIOR YEARS: TOTAL $25 179 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 6/30/2024 $130 PROJECT LOCATION:OWD Map Book:318 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 180 P2652520 to 640 Pressure Zone Conversion Kevin Cameron 6/5/2019 P2502, P2503 5 2 $250,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Update the 2004 design report for the conversion of the 520 Pressure Zone (PZ) to 640 HGL to look at 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 to cancel this $1.5M CIP and to spend 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 FY 2021 2022 2023 2024 2025 2026 Total $60 $85 $10 $10 $10 $55 $250 PRIOR YEARS: TOTAL $20 181 P2652 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 3/31/2020 4/1/2020 6/30/2021 $20 $60 PROJECT PHASE: 7/1/2021 6/30/2025 $170 PROJECT LOCATION:OWD Map Book:331, 343 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 182 P26531200 Pressure Zone Improvements Jeff Marchioro 6/5/2019 5 1 $650,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Complete the hydraulic modeling with the 1200-1 Pump Station (PS) temporarily operating as a Hydropneumatic PS to recommend improvements. Existing pipelines would need to be replaced (approximately 1,100 linear feet (LF) of existing 8-inch transmission main to 12- or 16-inch diameter), but the benefit would only be temporary so staff will be contacting the Fire Department to notify them of reduced fire flow in this pressure zone (PZ) during the recoating and relining of the 1200-1 Reservoir in FY 2021. This project will replace the existing 1200-1 PS below grade 10-inch CMLC discharge header with a new above grade discharge header, replace the existing 1200-1 PS pressure relief bypass, add connections for Portable Trailer Mounted Variable Frequency Drive (VFD) Trailer Pump (CIP P2640), and replace non-operable valves at the 1200-1 PS site. JUSTIFICATION OF PROJECT: The existing 8-inch transmission main appears undersized for current operations and not ideal for operating the 1200 PZ as a Hydropneumatic system during the planned 1200-1 Reservoir Interior & Exterior Coatings (CIP P2533) work. It is not cost effective to replace 1,100 LF of pipeline to provide a temporary benefit during the next maintenance cycle for the 1200-1 Reservoir. A temporary repair completed by Operations within the confines of a small vault immediately adjacent to the 1200-1 PS discharge header has a short life expectancy and needs to be replaced. The existing pressure relief bypass has reached the end of its useful life. The VFD Trailer Pump (CIP P2640) will be deployed at the 1200-1 PS site during the recoating and relining of the 1200-1 Reservoir (CIP P2533) in FY 2021. COMMENTS: FY2021 - Project budget increased from $325K to $650K to reflect current scope and pricing of project split in two (2) phases. 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 FY 2021 2022 2023 2024 2025 2026 Total $150 $200 $75 $0 $0 $0 $650 PRIOR YEARS: TOTAL $225 183 P2653 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 9/30/2019 10/1/2019 7/31/2020 $10 $100 PROJECT PHASE: 1/1/2020 12/31/2022 $540 PROJECT LOCATION:OWD Map Book:369,377,378 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 184 P2654Heritage Road Interconnection Improvements Jeff Marchioro 6/5/2019 2 1 $200,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Amend or replace existing interconnection agreement with the City of San Diego 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 FY 2021 2022 2023 2024 2025 2026 Total $10 $85 $85 $0 $0 $0 $200 PRIOR YEARS: TOTAL $20 185 P2654 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 6/30/2021 $0 $65 PROJECT PHASE: 7/1/2021 6/30/2023 $135 PROJECT LOCATION:OWD Map Book:022 2021 2022 2023 2024 2025 2026 Total $0 $0 $1,500 $1,500 $1,500 $0 $4,500 $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:7/7/2020Bob Kennedy 186 P2655La Presa Pipeline Improvements Kevin Cameron 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: 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 Otay Water District (District). Replacing gate valves will improve the resiliency of the system and allow the District to maximize the useful life 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 FY 2021 2022 2023 2024 2025 2026 Total $180 $150 $575 $550 $170 $50 $1,750 PRIOR YEARS: TOTAL $75 187 P2655 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 6/30/2021 10/1/2019 6/30/2022 $25 $175 PROJECT PHASE: 1/1/2020 6/30/2026 $1,550 PROJECT LOCATION:OWD Map Book:302 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 188 P2656Regulatory Site Desilting Basin Improvements Stephen Beppler 6/5/2019 5 1 $150,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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 FY 2021 2022 2023 2024 2025 2026 Total $30 $100 $0 $0 $0 $0 $150 PRIOR YEARS: TOTAL $20 189 P2656 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 9/30/2019 10/1/2019 3/31/2022 $5 $35 PROJECT PHASE: 4/1/2020 6/30/2022 $110 PROJECT LOCATION:OWD Map Book:343 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 190 P26571485-1 Reservoir Interior/Exterior Coating & Upgrades Kevin Cameron 6/5/2019 P2631 5 3 $950,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the interior and exterior coatings of the 1485-1 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 1485-1 Reservoir are nearing the end of their useful lives and are in need of replacement. The Reservoir was constructed in 1962 and was last recoated 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 FY 2021 2022 2023 2024 2025 2026 Total $0 $0 $0 $5 $25 $900 $930 PRIOR YEARS: TOTAL $0 191 P2657 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 6/30/2024 7/1/2024 9/30/2025 $15 $65 PROJECT PHASE: 10/1/2025 7/31/2026 $870 PROJECT LOCATION:OWD Map Book:336 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 192 P2658832-1 Pump Station Modifications Jeff Marchioro 6/5/2019 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: Replace existing pumps within the 832-1 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 832-1 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 gradeline 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 FY 2021 2022 2023 2024 2025 2026 Total $50 $100 $50 $0 $190 $200 $600 PRIOR YEARS: TOTAL $10 193 P2658 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 1/1/2020 12/31/2020 1/1/2021 10/31/2021 $10 $50 PROJECT PHASE: 11/1/2021 6/30/2026 $540 PROJECT LOCATION:OWD Map Book:331 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 194 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: 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 Board room 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 FY 2021 2022 2023 2024 2025 2026 Total $20 $50 $50 $0 $0 $0 $300 PRIOR YEARS: TOTAL $180 195 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 3/31/2023 $300 PROJECT LOCATION:OWD Map Book:318 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 196 P2661Replacement of Backflow Prevention Devices on Pipeline Interconnections on Otay Mesa Stephen Beppler 6/5/2019 P2664 2 2 $375,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project will replace backflow prevention devices that are installed on pipeline interconnections between potable and recycled pipelines on Otay Mesa. JUSTIFICATION OF PROJECT: The backflow prevention devices that are installed on pipeline interconnections between potable and recycled pipelines on Otay Mesa are reaching end-of-life. These devices typically last 10-15 years and the cost for major repairs can cost close to that of a new device. Staff has identified five (5) devices that need to be replaced and, based on installation date, anticipate additional replacements in the coming years. Engineering staff will determine if it would be more cost effective to install individual backflow prevention devices on the customer's meter rather than replace the bigger backflow prevention devices that are installed on the pipelines. Regulatory approval will be required before the pipeline backflow prevention devices that are installed on pipeline interconnections between potable and recycled pipelines on Otay Mesa can be removed. COMMENTS: FY 2020 - If it is determined the District should remove the interconnections, the funds in this CIP could be transferred to possible vouchers for individual backflow installation. 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 FY 2021 2022 2023 2024 2025 2026 Total $75 $75 $75 $75 $65 $5 $375 PRIOR YEARS: TOTAL $5 197 P2661 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 6/30/2020 7/1/2020 6/30/2021 $5 $20 PROJECT PHASE: 7/1/2021 6/30/2026 $350 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 198 P2662Potable Water Meter Change Out Andrea Carey 6/5/2019 P2604 0 3 $16,500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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. JUSTIFICATION OF PROJECT: The potable water meters nearing the end of their useful life 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 10-year change-out for high-users. This CIP follows that timeline. 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 FY 2021 2022 2023 2024 2025 2026 Total $0 $0 $20 $30 $1,900 $2,000 $3,950 PRIOR YEARS: TOTAL $0 199 P2662 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2022 6/30/2023 7/1/2023 6/30/2024 $20 $30 PROJECT PHASE: 7/1/2024 6/30/2035 $16,450 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:1/16/2020Andrea Carey 200 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: 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 FY 2021 2022 2023 2024 2025 2026 Total $25 $25 $375 $400 $425 $425 $1,700 PRIOR YEARS: TOTAL $25 201 P2663 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 6/30/2025 7/1/2019 6/30/2025 $25 $250 PROJECT PHASE: 7/1/2020 6/30/2035 $2,925 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 202 P2664Otay Mesa Dual Piping Modification Program Stephen Beppler 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: This project will assess the modifications needed for the Otay Mesa recycled 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 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 FY 2021 2022 2023 2024 2025 2026 Total $55 $50 $50 $50 $50 $90 $350 PRIOR YEARS: TOTAL $5 203 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 6/30/2026 $315 PROJECT LOCATION:OWD Map Book:001 to 026 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 204 P2665PL - 12-inch Pipeline Replacement, 870 Zone, Cactus Road Jeff Marchioro 6/3/2020 AA-P26XX01 2 2 $3,500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the replacement of approximately 4,850 feet of 12-inch and 10-inch potable water main within the 870 Pressure Zone in Cactus Road. JUSTIFICATION OF PROJECT: This project will replace early 1960’s era, asbestos concrete pipe originally constructed under As-Built numbers 01-07 and 08-07. The pipe is currently operating with a static pressure up to 20 psi above its existing Class 150 pressure class rating. COMMENTS: FY 2021 - This project has the potential to be partially constructed by the Lumina development that will upgrade Cactus Road for the majority of the pipeline alignment. Staff will still evaluate an option to reduce pressure and a final decision will be determined over the next couple of years. 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 FY 2021 2022 2023 2024 2025 2026 Total $5 $5 $25 $25 $25 $25 $110 PRIOR YEARS: TOTAL $0 205 P2665 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 6/30/2022 7/1/2022 6/30/2026 $25 $375 PROJECT PHASE: 7/1/2026 6/30/2030 $3,100 PROJECT LOCATION:OWD Map Book:009 2021 2022 2023 2024 2025 2026 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:8/2/2020Bob Kennedy 206 P2666Low Head and High Head Pump Stations Demolition Jeff Marchioro P2083 2 2 $750,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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 complete in FY2020. The cost of maintaining the existing 1960’s era Low Head and High Head Pump Stations will eventually outweigh the benefit of serving as a back up 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 back up 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 FY 2021 2022 2023 2024 2025 2026 Total $25 $25 $25 $25 $50 $50 $200 PRIOR YEARS: TOTAL $0 207 P2666 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 6/30/2022 3/1/2021 6/30/2022 $5 $45 PROJECT PHASE: 7/1/2022 6/30/2030 $700 PROJECT LOCATION:OWD Map Book:055 2021 2022 2023 2024 2025 2026 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:7/7/2020Bob Kennedy 208 P2667Small Meter Testing Bench Andrea Carey 3 1 $250,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Purchase of a new meter testing bench to test meters 2" or less. JUSTIFICATION OF PROJECT: The District's current meter test bench is over 20 years old. With new standards for meter testing pursuant to the State's Water Audit requirement and an aging meter infrastructure, the District plans to begin a systematic meter testing program for our small meters (2" or less) to test approximately 3% of small meters each year. The current test bench can no longer be certified by Weights and Measures and can only test 4- 3/4" meters at one time. New test benches have the capability of testing over 10- 3/4" meters. In addition, these new benches create electronic results reports that can be easily exported for data analysis or water audit reporting. Based on testing 125 meters per month, the District will save over $69,000 per year in staff time with a new test bench. 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 FY 2021 2022 2023 2024 2025 2026 Total $150 $100 $0 $0 $0 $0 $250 PRIOR YEARS: TOTAL $0 209 P2667 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 6/30/2021 7/1/2020 6/30/2021 $5 $20 PROJECT PHASE: 10/1/2020 6/30/2022 $225 PROJECT LOCATION:OWD Map Book:318 2021 2022 2023 2024 2025 2026 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:4/16/2020Bob Kennedy 210 P2668Implementation of PSIcapture Software for Accounts Payable Invoice Michael Kerr 0 1 $25,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the implementation of advanced automated document capture and data extraction functionality for Accounts Payable invoices. JUSTIFICATION OF PROJECT: The District currently owns the PSIGEN Software and is planning on leveraging the functionality of implementing the PSIcapture software tool. This tool will enable the automatic creation of AP invoice transactions in EDEN through a scanning feature. The District currently scans invoices into LaserFiche as a PDF for document retention. Finance would like to eliminate redundant data entry into EDEN by extending the scanning function into EDEN via the PSIcapture advanced automated document capture and data extraction function. Additionally, the project will contribute to the organization’s goal of eliminating paper-based processes by capturing and providing advanced optical character recognition (OCR) identifying essential metadata necessary for migration into the District’s ERP system and document management system. The extracting of data and having that information written to Eden and Laserfiche management system will also provide greater efficiency in the AP process. This will allow two systems to interact seamlessly to write the appropriate data to correct locations. Staff anticipates an overall processing reduction time by 50%; a savings of almost 25 hours per month. COMMENTS: FY 2021 - Business requirements and a cost/benefit analysis will be planned for FY 2021. The result of this analysis will determine if the implementation of this solution should proceed. 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 FY 2021 2022 2023 2024 2025 2026 Total $25 $0 $0 $0 $0 $0 $25 PRIOR YEARS: TOTAL $0 211 P2668 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 6/30/2021 $25 $0 PROJECT PHASE: $0 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 212 P2669Fuel Tank Safety and Integrity Doug Rahders 6/3/2020 0 1 $100,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Perform an evaluation of the District's emergency stand-by generators above ground diesel fuel storage tanks and related diesel fuel day tanks, spill prevention devices, and equipment retrofits. JUSTIFICATION OF PROJECT: This CIP is to provide a condition assessment of the oldest single wall ATS's and estimate their service life then prioritize their replacement, if needed. In addition, existing end of life ATS’s will be replaced, and an evaluation of the existing fuel piping will be performed to determine if additional anti-fuel spill enhancements can be made. COMMENTS: FY 2021 - The District received a cost estimate of $90,150 for this work. The balance of the budget is for contingency. Eighteen (18) of the District's above ground diesel fuel storage tanks are in excess of 20 years old and of the eighteen (18), all of them are single wall containers with some having limited secondary containment. This evaluation will be performed to help prevent any fuel spills. Replacement tanks will be double wall containers prioritized based on current condition. Once inspection of single wall ATS’s is complete, the inspection process will move onto double wall ATS’s to assess estimated life and budget for replacement. 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 FY 2021 2022 2023 2024 2025 2026 Total $26 $35 $39 $0 $0 $0 $100 PRIOR YEARS: TOTAL $0 213 P2669 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2020 6/30/2023 $100 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:8/2/2020Bob Kennedy 214 P2670Administration and Operations Roof Repairs and Replacement Kent Payne 6/3/2020 P2672 5 0 $325,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: The existing cap sheet torch roofs 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, 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 Westcoast Roofing Consulting to evaluate the condition of the roofs on all District facilities and provide an estimate of the cost to repair or services the roofs over the next six years. 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 FY 2021 2022 2023 2024 2025 2026 Total $5 $5 $5 $5 $25 $280 $325 PRIOR YEARS: TOTAL $0 215 P2670 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 6/30/2024 7/1/2024 6/30/2025 $10 $25 PROJECT PHASE: 7/1/2025 6/30/2026 $290 PROJECT LOCATION:OWD Map Book:318 2021 2022 2023 2024 2025 2026 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:8/2/2020Bob Kennedy 216 P2671980 Reservoirs Altitude Valve Vaults Renovation Stephen Beppler 6/3/2020 5 1 $300,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This CIP is for replacement of existing piping, valves, access hatches and appurtenances within the two (2) altitude valve vaults serving potable water Reservoirs 980-1 and 980-2. JUSTIFICATION OF PROJECT: The extended exposure of the vault interiors to groundwater infiltration has severely corroded the piping and valves therein. Operations staff has added sump pumps to the vaults, but the replacement of the impacted materials has not been completed. Access hatches are difficult to open and pose a potential safety hazard. Their replacement with hinged, spring assisted hatches are recommended. 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 FY 2021 2022 2023 2024 2025 2026 Total $120 $170 $10 $0 $0 $0 $300 PRIOR YEARS: TOTAL $0 217 P2671 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 8/31/2020 9/1/2020 4/30/2021 $10 $70 PROJECT PHASE: 5/1/2021 6/30/2023 $220 PROJECT LOCATION:OWD Map Book:172 2021 2022 2023 2024 2025 2026 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:8/2/2020Bob Kennedy 218 P2672District Roof Repairs and Replacement Program Kent Payne 6/3/2020 P2670 0 3 $375,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: The existing roofs 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, weather resistance) and longevity than a modified torch system. Also, install a passive lighting system, such as Solatube, that 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 services the roofs over the next six years. The cost of this work will be tracked using separate subprojects for each District facility. 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 FY 2021 2022 2023 2024 2025 2026 Total $25 $25 $125 $25 $75 $100 $375 PRIOR YEARS: TOTAL $0 219 P2672 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 6/30/2022 $25 $25 PROJECT PHASE: 7/1/2022 6/30/2026 $325 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:8/2/2020Bob Kennedy 220 P2673803-4 Reservoir Interior/Exterior Coating Kevin Cameron 6/3/2020 5 2 $2,100,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the replacement of the interior and exterior coatings of the 803-4 Reservoir. 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: 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 FY 2021 2022 2023 2024 2025 2026 Total $0 $0 $0 $0 $0 $30 $30 PRIOR YEARS: TOTAL $0 221 P2673 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 1/5/2026 4/3/2026 4/6/2026 10/30/2026 $20 $50 PROJECT PHASE: 11/2/2026 6/4/2027 $2,030 PROJECT LOCATION:OWD Map Book:369 2021 2022 2023 2024 2025 2026 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:8/2/2020Bob Kennedy 222 P2674System Pressure Reducing Program Stephen Beppler 6/3/2020 AA-P26XX04 0 2 $100,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Perform an evaluation of the District’s Pressure Zones (PZ) 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 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 FY 2021 2022 2023 2024 2025 2026 Total $50 $10 $10 $10 $10 $10 $100 PRIOR YEARS: TOTAL $0 223 P2674 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 6/30/2026 $100 $0 PROJECT PHASE: $0 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:8/2/2020Bob Kennedy 224 P2675458-1 and 458-2 Reservoirs Site Pavement Refurbishment Kevin Cameron 6/3/2020 2 0 $450,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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 is 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 FY 2021 2022 2023 2024 2025 2026 Total $5 $55 $250 $100 $40 $0 $450 PRIOR YEARS: TOTAL $0 225 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 6/30/2022 $5 $55 PROJECT PHASE: 7/1/2022 6/30/2025 $390 PROJECT LOCATION:OWD Map Book:066 2021 2022 2023 2024 2025 2026 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:8/2/2020Bob Kennedy 226 R2084RecPL - 20-Inch, 680 Zone, Village 2 - Heritage/La Media Stephen Beppler 6/2/2004 R2083, R2085 1 2 $365,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for construction of approximately 2,000 feet of 20-inch pipeline within the 680 Pressure Zone (PZ) in Village 2 in Santa Victoria Road from Santa Carolina Road to Santa Alexia Avenue. JUSTIFICATION OF PROJECT: This project will provide transmission capacity for the recycled water supply pumped from the 680-1 Pump Station (PS) to the 680 and higher PZs. Significant energy savings will occur due to lower total dynamic head requirements for the 680-1 PS. Funding opportunity is the United States Bureau of Reclamation Water Reclamation and Reuse Program, Title XVI of P.L. 102- 575. COMMENTS: FY 2019 - This is a developer driven project. A reimbursement agreement was signed in June 2016 for $266K. 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 FY 2021 2022 2023 2024 2025 2026 Total $1 $1 $1 $1 $1 $358 $365 PRIOR YEARS: TOTAL $2 227 R2084 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2004 6/30/2017 7/1/2017 6/30/2018 $10 $40 PROJECT PHASE: 7/1/2018 6/30/2026 $315 PROJECT LOCATION:OWD Map Book:82 2021 2022 2023 2024 2025 2026 Total $1,900 $1,900 $1,900 $1,900 $0 $0 $7,600 $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:5/14/2020Jolene Fielding 228 R2117RWCWRF Disinfection System Improvements Stephen Beppler 6/3/2015 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: 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. Increasing the size of the chlorine contact basin at the RWCWRF will extend the useful life of pumps, the force main, and reservoir liners. Recycled water credits are expected to offset a majority of the project costs. 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 with ensuring permit limits are met. The results of the force main assessment suggest adverse impacts from the high chlorine dosage use. 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. 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 FY 2021 2022 2023 2024 2025 2026 Total $240 $1,000 $240 $20 $0 $0 $1,500 PRIOR YEARS: TOTAL $0 229 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 10/31/2021 $30 $370 PROJECT PHASE: 1/1/2021 6/30/2024 $1,100 PROJECT LOCATION:OWD Map Book:319 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 230 R2120RWCWRF Filtered Water Storage Tank Improvements Kevin Cameron 6/3/2015 R2096 3 1 $700,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is to seal and recoat the interior and exterior of steel tank walls and concrete floor; construct improvements to facilitate operation and maintenance activities and compliance with all applicable codes and OSHA standards; salvage or replace and improve existing floating cover; replace tank appurtenances including overflow pipe; install a galvanic cathodic protection system. JUSTIFICATION OF PROJECT: HDR Engineering Inspection and Condition Assessment Report dated May 2015 recommends structural improvements, replacement of the exterior coatings, and replacement of the cathodic protection system. This improvement was included in the Ralph W. Chapman Water Reclamation Facility (RWCWRF) Master Plan (Item 7.9). The report prepared by HDR in 2015 stated that the interior coating has exceeded its life cycle due to deterioration. The report also states that the exterior coating is in fair condition and as one of their recommendations it can be power washed and scrubbed with a mild biodegradable cleaner to remove all of the chalking. An overcoat of paint can then be applied on the exterior. COMMENTS: FY 2018 - Construction delayed until FY 2020 in response to other priorities at the plant and to bid with another tank project. FY 2020 - Increased budget to fully remove floating roof and replace and for material cost increases. 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 FY 2021 2022 2023 2024 2025 2026 Total $400 $225 $25 $0 $0 $0 $700 PRIOR YEARS: TOTAL $50 231 R2120 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2015 2/1/2016 2/2/2016 10/1/2019 $10 $65 PROJECT PHASE: 10/2/2020 6/30/2023 $625 PROJECT LOCATION:OWD Map Book:319 2021 2022 2023 2024 2025 2026 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:8/13/2020Bob Kennedy 232 R2121Res - 944-1 Reservoir Cover/Liner Replacement Jeff Marchioro 6/3/2015 5 2 $2,400,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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 have reached the end of their useful lives and require replacement to meet regulatory requirements. COMMENTS: FY 2021 - Project budget increased from $1.8M to $2.4M 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 FY 2021 2022 2023 2024 2025 2026 Total $5 $5 $30 $50 $2,000 $289 $2,400 PRIOR YEARS: TOTAL $21 233 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 9/30/2024 $10 $60 PROJECT PHASE: 10/1/2024 6/30/2026 $2,330 PROJECT LOCATION:OWD Map Book:172 2021 2022 2023 2024 2025 2026 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:3/30/2020Jeff Marchioro 234 R2143AMR Change-Out Andrea Carey 1/7/2017 P2604 0 1 $525,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Change-out of existing Master Meter 3G registers to a combination of 3G and Allegro register and complete meter change-out of Otay Water District's (District) highest users of 3/4-2-inch. JUSTIFICATION OF PROJECT: Update FY 2018 - Master Meter has identified a manufacture defect in registers built between 2009-2013 causing them to fail at the 6-8 year mark. The District has approximately 15,000 of these in the ground and will need to make arrangements to change out prior to original planned change out at year eleven (11). In addition, 2005-2008 installed registers will also need to be changed out at year eleven (11). Staff has developed a new plan to change out all registers with a mixture of 3G (paid for under warranty by Master Meter) and Allegro (Master Meter's latest technology) by the end of FY 2020. This shrinks the Change-Out Program from a 7-year to a 4-year time frame. Total program budget was estimated at $10.1M (including recycled (R2143) and potable), projected to be spent over seven (7) years. Now the total program budget is estimated to be $6.8M (recycled and potable). COMMENTS: FY 2018 - In FY 2025, the Change-Out Program will resume replacing all meters and registers. Plan to expand the Program to a ten (10) year Change-Out Program for registers and twenty (20) year Change-Out Program for meters (with exception of high users, which will have full meter change out every ten (10) years) at that time. FY 2019 - Staff has developed a new plan to change out all registers by the end of FY 2021. This shrinks the Change-Out Program from a 7-year to a 5-year time frame at $525K. The project will remain open for the warranty period. 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 FY 2021 2022 2023 2024 2025 2026 Total $130 $35 $25 $0 $0 $0 $525 PRIOR YEARS: TOTAL $335 235 R2143 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 1/7/2017 6/30/2023 $525 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 236 R2144RWCWRF Roofing Replacement and Natural Light Enhancement (R) Kent Payne 6/3/2020 S2067 3 1 $175,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: The existing cap sheet torch roofs 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, weather resistance) and longevity than a modified torch system. Also, install a lighting system, such as Solatube, that will allow in natural light through the roof. JUSTIFICATION OF PROJECT: The flat portion of the roofs of the Administration Building (Operations Control Center), the Blower Room, and the Effluent Pump Station are from the original installation. They are cap sheet torch roofs. 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 services the roofs over the next six years. This CIP is for the recycled water portion of the roof replacement work at RWCWRF. 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 FY 2021 2022 2023 2024 2025 2026 Total $100 $40 $35 $0 $0 $0 $175 PRIOR YEARS: TOTAL $0 237 R2144 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 8/31/2020 9/1/2020 6/30/2021 $5 $10 PROJECT PHASE: 9/1/2020 6/30/2023 $160 PROJECT LOCATION:OWD Map Book:319 2021 2022 2023 2024 2025 2026 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:8/2/2020Bob Kennedy 238 R2146Recycled Pipeline Cathodic Protection Improvements Jeff Marchioro 5/21/2018 P2508 0 2 $700,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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 2015 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. 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 FY 2021 2022 2023 2024 2025 2026 Total $25 $25 $150 $250 $200 $25 $700 PRIOR YEARS: TOTAL $25 239 R2146 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 6/30/2021 7/1/2020 6/30/2022 $60 $150 PROJECT PHASE: 7/1/2022 6/30/2026 $490 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:6/29/2020Bob Kennedy 240 R2147RWCWRF Fuel Lines Replacement Jeff Marchioro 5/21/2018 3 1 $230,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Replace underground and above ground diesel fuel piping between the existing 12,000 bulk diesel tank, two (2) 65 gallon day tanks, and return tank. Replace existing return tank. SCADA improvements will be completed under a separate CIP number. JUSTIFICATION OF PROJECT: Existing underground diesel fuel lines, partially installed together with the original treatment plant in 1979, must be replaced to gain compliance with the County of San Diego inspection report dated July 25, 2017 and current federal regulations. The late 1980’s/early 1990’s era return tank and associated components have not held up outside/uncovered and have reached the end of their useful lives. COMMENTS: FY 2020 - Project budget increased from $175K to $225K, as approved at the January 2019 Board Meeting. FY 2021 - Project increased $5K to $230K for warranty period. 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 FY 2021 2022 2023 2024 2025 2026 Total $2 $5 $0 $0 $0 $0 $230 PRIOR YEARS: TOTAL $223 241 R2147 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2018 12/31/2018 7/1/2018 12/31/2018 $10 $30 PROJECT PHASE: 1/1/2019 6/30/2022 $190 PROJECT LOCATION:OWD Map Book:319 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 242 R2148Large Meter Replacement - Recycled Andrea Carey 5/21/2018 0 1 $58,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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 by 2024. 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 FY 2021 2022 2023 2024 2025 2026 Total $10 $9 $8 $8 $8 $0 $58 PRIOR YEARS: TOTAL $15 243 R2148 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 6/30/2025 $58 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 244 R2152Recycled Water Meter Change-Out Andrea Carey 6/5/2019 R2143 0 3 $550,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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. 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 20-year change-out program for the majority of water meters and 10-year change-out for high-users. This CIP follows that timeline. 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 FY 2021 2022 2023 2024 2025 2026 Total $0 $0 $10 $10 $50 $60 $130 PRIOR YEARS: TOTAL $0 245 R2152 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2022 6/30/2023 7/1/2023 6/30/2024 $10 $10 PROJECT PHASE: 7/1/2024 6/30/2035 $530 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:1/16/2020Andrea Carey 246 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: 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 Otay Water District (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 FY 2021 2022 2023 2024 2025 2026 Total $1 $1 $1 $1 $1 $45 $50 PRIOR YEARS: TOTAL $0 247 R2153 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 6/30/2024 7/1/2024 6/30/2026 $5 $145 PROJECT PHASE: 7/1/2026 6/30/2035 $850 PROJECT LOCATION:OWD Map Book:066,115 & 319 2021 2022 2023 2024 2025 2026 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:1/23/2020Steve Beppler 248 R2154RWCWRF Entrance Storm Water Improvements (R) Stephen Beppler 6/3/2020 AA-S20XX02 3 1 $125,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Upgrade the storm water retention and conveyance infrastructure at the entrance to the Ralph W. Chapman Water Reclamation Facility with the replacement of pumps for increased capacity and enlarged storage vaults. JUSTIFICATION OF PROJECT: The plant is required to capture all storm water runoff from the site due to water quality requirements. It is defined as an industrial site and the release of any storm water from the site is regulated by the RWQCB under the Storm water Industrial General Permit (IGP). The plant has had two permit violations (for TSS) for discharges from the front storm water sump at the plant. This sump is small and easily overflows during substantial storms leading to storm water discharges which must be sampled. Due to the two violations, the plant is now in Exceedance Level 2 and the permit requires additional changes (BMP’s and/or other control measures) to show that it is working to bring the plant site back in compliance with permit conditions. Overall budget of $250,000 to be split evenly between recycled 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 FY 2021 2022 2023 2024 2025 2026 Total $115 $10 $0 $0 $0 $0 $125 PRIOR YEARS: TOTAL $0 249 R2154 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 8/31/2020 9/1/2020 2/28/2021 $5 $20 PROJECT PHASE: 3/1/2021 6/30/2022 $100 PROJECT LOCATION:OWD Map Book:319 2021 2022 2023 2024 2025 2026 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:8/2/2020Bob Kennedy 250 R2156RecPL - 14-inch RWCWRF Effluent Force Main Improvements Jeff Marchioro 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: This project is for condition assessment and repair of the existing 16,000 linear feet of 14-inch steel force main including 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 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 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: SubprojectsSubprojects 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 FY 2021 2022 2023 2024 2025 2026 Total $250 $65 $10 $10 $25 $140 $500 PRIOR YEARS: TOTAL $0 251 R2156 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 8/31/2026 9/1/2026 8/31/2027 $50 $250 PROJECT PHASE: 9/1/2027 6/30/2029 $1,000 PROJECT LOCATION:OWD Map Book:186,200,304,31 8,319 2021 2022 2023 2024 2025 2026 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:8/2/2020Bob Kennedy 252 R2157RWCWRF Backwash Supply Pumps Upgrade Stephen Beppler 6/3/2020 3 2 $300,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Replacement of existing filter backwash supply pumps with new pumps with higher capacity. Project to be designed and constructed in conjunction with the expansion of the chlorine contact basin which will provide a suitable readily accessible location for installing the pumps with a lower chlorine dose to extend the life of the pumps. JUSTIFICATION OF PROJECT: Existing system consists of two (2) temporary installed pumps that requires 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: Project was identified in the RWCWRF Master Plan. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%75%0%75% Betterment ID 22 0%25%0%0%25% TOTAL:0%25%75%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2021 2022 2023 2024 2025 2026 Total $100 $140 $50 $10 $0 $0 $300 PRIOR YEARS: TOTAL $0 253 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 10/31/2021 $10 $90 PROJECT PHASE: 11/1/2021 6/30/2024 $200 PROJECT LOCATION:OWD Map Book:319 2021 2022 2023 2024 2025 2026 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:8/2/2020Bob Kennedy 254 R2158RWCWRF Stormwater Pond Improvements (R) Stephen Beppler 6/3/2020 3 2 $175,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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. Expansion of the adjacent chlorine contact basin will extend into the pond, requiring modifications to the pond to maintain the necessary detention volume. Overall budget of $350,000 to be split evenly between recycled 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 FY 2021 2022 2023 2024 2025 2026 Total $40 $95 $30 $10 $0 $0 $175 PRIOR YEARS: TOTAL $0 255 R2158 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 10/31/2021 $10 $50 PROJECT PHASE: 11/1/2021 6/30/2024 $115 PROJECT LOCATION:OWD Map Book:319 2021 2022 2023 2024 2025 2026 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:8/2/2020Bob Kennedy 256 S2012 San Diego County Sanitation District Outfall and RSD Outfall Replacement Stephen Beppler 6/4/2003 3 1 $3,550,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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 very bad condition and 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. 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 FY 2021 2022 2023 2024 2025 2026 Total $5 $5 $125 $125 $125 $150 $1,735 PRIOR YEARS: TOTAL $1,200 257 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 6/30/2030 $3,550 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:2/21/2020Bob Kennedy 258 S2024Campo Road Sewer Main Replacement Stephen Beppler 5/17/2010 3 1 $11,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is to upgrade the sewer main capacity of approximately 11,050 feet of existing 10-inch PVC sewer main, 450 feet of 10-inch reinforced polymer mortar pipe sewer main, and 50 feet of 15-inch sewer main. The project location begins at the south end of Avocado Boulevard, through the Rancho San Diego Village Shopping Center, paralleling the SR-94/Campo Road in the adjacent open space. JUSTIFICATION OF PROJECT: The existing sewer main is under-sized and must be replaced to increase capacity. Portions of the sewer main are located in areas of sensitive habitat making it difficult to access for maintenance. COMMENTS: FY 2017 - Project design to be completed in FY 2016. Construction estimate is $6.5M, with additional costs for administration, easements, inspection, and management bringing the estimate to $7.3M (was previously estimated at $4.5M). Projected construction costs throughout the design phase have consistently been between $6-7M. FY 2018 - Easement costs increased from $150K to $350K. Construction costs increased with delay from easement acquisition, apparent low bid is $7.82M, with additional costs for administration, inspection, and construction management bringing the project total estimate to $10.1M. This project may be partially funded by sewer debt proceeds. FY 2019 - Budget increases from $10.1M to $10.3M to reflect change orders from rock excavations and conflicting utilities. Construction costs increased with delay from easement acquisition. Apparent low bid is $7.82M, with additional costs for administration, inspection, and construction management bringing the project total estimate to $10.3M. This project may be partially funded by sewer debt proceeds. FY 2020 - Additional costs for administration, inspection, and construction management bring the project total estimate to $10.53M. This project may be partially funded by sewer debt proceeds. FY 2021 - The Board approved an increase to the CIP Budget on 9\4\2020 to $10.98M. An additional $20K was added during the budget cycle to provide funds for warranty period. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%50%0%50% Betterment ID 18 0%50%0%0%50% TOTAL:0%50%50%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2021 2022 2023 2024 2025 2026 Total $10 $5 $5 $0 $0 $0 $11,000 PRIOR YEARS: TOTAL $10,980 259 S2024 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2010 12/31/2014 1/1/2015 6/30/2016 $170 $1,330 PROJECT PHASE: 7/1/2016 6/30/2023 $9,500 PROJECT LOCATION:OWD Map Book:330 2021 2022 2023 2024 2025 2026 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:5/14/2020Bob Kennedy 260 S2043RWCWRF Sludge Handling System Stephen Beppler 5/14/2013 R2096 3 1 $1,500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for a Sludge Handling System at the Ralph W. Chapman Water Recycling 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 FY 2021 2022 2023 2024 2025 2026 Total $1 $1 $1 $1 $1 $50 $185 PRIOR YEARS: TOTAL $130 261 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 $200 $0 PROJECT PHASE: 7/1/2026 6/30/2030 $0 PROJECT LOCATION:OWD Map Book:319 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 262 S2047Asset Management - Info Master Sewer Implementation Ming Zhao 5/23/2016 5 2 $58,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for the purchase and implementation of sewer asset management decision making software, Info Master Sewer. JUSTIFICATION OF PROJECT: Allows for asset management of sewer system. COMMENTS: FY 2018 - This was originally part of the P2486 Asset Management CIP. As this portion is for sewer, a separate CIP was created to reflect the different funding resource. The overall CIP amount does not change. 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 FY 2021 2022 2023 2024 2025 2026 Total $5 $5 $9 $0 $0 $0 $58 PRIOR YEARS: TOTAL $39 263 S2047 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2017 6/30/2023 $58 $0 PROJECT PHASE: 7/1/2018 6/30/2023 $0 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 264 S2049Calavo Basin Sewer Rehabilitation - Phase 2 Stephen Beppler 5/23/2016 S2050 5 2 $1,050,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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, 310, 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 CIP's 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. 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 FY 2021 2022 2023 2024 2025 2026 Total $25 $190 $450 $300 $20 $0 $1,050 PRIOR YEARS: TOTAL $65 265 S2049 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2016 9/30/2019 10/1/2019 1/31/2022 $30 $120 PROJECT PHASE: 2/1/2021 6/30/2025 $900 PROJECT LOCATION:OWD Map Book:353, 354, 365 & 366 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 266 S2050Rancho San Diego Basin Sewer Rehabilitation - Phase 2 Stephen Beppler 5/23/2016 S2049 5 2 $1,100,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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: 462, 705, 724, 725, and additional nearby manhole repairs. All sites that are within or adjacent to Jamacha Road will require Caltrans permitting. Potholing 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 CIP's 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. 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 FY 2021 2022 2023 2024 2025 2026 Total $5 $5 $10 $20 $180 $800 $1,030 PRIOR YEARS: TOTAL $10 267 S2050 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2018 6/30/2024 7/1/2024 8/31/2025 $30 $220 PROJECT PHASE: 9/1/2025 6/30/2028 $850 PROJECT LOCATION:OWD Map Book:355, 356, 357, 368, 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 268 S2054Calavo Basin Sewer Rehabilitation - Phase 3 Stephen Beppler 5/23/2016 5 2 $1,150,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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, 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 CIP's 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. 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 FY 2021 2022 2023 2024 2025 2026 Total $0 $0 $0 $0 $10 $100 $110 PRIOR YEARS: TOTAL $0 269 S2054 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2024 1/31/2026 2/1/2026 6/30/2027 $20 $200 PROJECT PHASE: 7/1/2027 6/30/2030 $930 PROJECT LOCATION:OWD Map Book:353, 354, 365, 366 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 270 S2060Steele Canyon Pump Station Replacement Stephen Beppler 5/21/2018 3 3 $1,700,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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 flood plain, 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 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 2021 - Costs adjusted to reflect current bidding 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 FY 2021 2022 2023 2024 2025 2026 Total $0 $0 $0 $10 $40 $250 $300 PRIOR YEARS: TOTAL $0 271 S2060 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2025 7/1/2025 6/30/2026 $50 $450 PROJECT PHASE: 7/1/2026 6/30/2029 $1,200 PROJECT LOCATION:OWD Map Book:331 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 272 S2061RWCWRF Aeration Controls Consolidation & Optimization Upgrades (S) Stephen Beppler 5/24/2017 R2119 3 1 $220,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project will consolidate the aeration controls for the biological treatment process of the Ralph W. Chapman Water Reclamation Facility (RWCWRF) to fully integrate the aeration system controls and allow for automated adjustments. Also, included are studies for plant optimization and long-term cost effectiveness of the facility considering proposed Pure Water/Point Loma Secondary Equivalency on sewer rates. JUSTIFICATION OF PROJECT: Implementation of the Aeration Controls Consolidation task will eliminate operational risks that include: - Dealing with shock loads on the plant that upset the biological process. Plant can take a week to recover, which results in returning some or all flows to Metro during this recovery time. These events can occur 2-3 times a year. - Allow for automatic adjustment of air flow level. Plant can't automatically adjust air levels that need twice daily manual entry at this time, weekends see reductions in nitrogen removal that can lead to a permit violation. COMMENTS: FY 2018 - Budget set at $190K to reflect identified scope of work from the Treatment Plant Master Plan under 5.2 Aeration Controls Consolidation ($157.8K) [Note that 12.1 Automation/SCADA Upgrades that are not operational costs are covered in CIP P2485 and that 13.7 Security Improvements are covered in CIP P2382], plus $30K for proposed optimization planning studies. Recycled Water CIP R2119 closed out at end of FY 2017. FY 2020 - Adjusted budget to reflect inflation since initial scope identification, increased from $190K to $220K. 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 FY 2021 2022 2023 2024 2025 2026 Total $50 $100 $40 $0 $0 $0 $220 PRIOR YEARS: TOTAL $30 273 S2061 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2017 6/30/2019 7/1/2017 12/31/2019 $30 $30 PROJECT PHASE: 1/1/2020 6/30/2023 $160 PROJECT LOCATION:OWD Map Book:319 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 274 S2066Rancho San Diego Basin Sewer Rehabilitation - Phase 3 Stephen Beppler 5/21/2018 5 3 $950,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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: 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 are damaged and in need of repair. This is a continuation of the CIP's 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 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 FY 2021 2022 2023 2024 2025 2026 Total $0 $0 $0 $0 $5 $25 $30 PRIOR YEARS: TOTAL $0 275 S2066 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2024 6/30/2027 7/1/2027 6/30/2028 $40 $160 PROJECT PHASE: 7/1/2028 6/30/2030 $750 PROJECT LOCATION:OWD Map Book:355,356,357,368 2021 2022 2023 2024 2025 2026 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:1/23/2020Steve Beppler 276 S2067RWCWRF Roofing Replacement and Natural Light Enhancement (S) Kent Payne 5/21/2018 3 1 $190,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: The existing cap sheet torch roofs 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, weather resistance) and longevity than a modified torch system. Also, install a lighting system, such as Solatube, that will allow in natural light through the roof. JUSTIFICATION OF PROJECT: The flat portion of the roofs of the Administration Building (Operations Control Center), the Blower Room, and the Effluent Pump Station are from the original installation. They are cap sheet torch roofs. The roofs of these buildings are old and degrading and require replacement. COMMENTS: This is for the sewer portion of the overall project. This is for the sewer portion of the overall project. Project construction delayed from original schedule for roof evaluation to be performed. 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 FY 2021 2022 2023 2024 2025 2026 Total $75 $75 $24 $0 $0 $0 $190 PRIOR YEARS: TOTAL $16 277 S2067 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2018 12/30/2020 1/1/2021 6/30/2022 $16 $15 PROJECT PHASE: 7/1/2021 6/30/2023 $159 PROJECT LOCATION:OWD Map Book:319 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 278 S2069Cottonwood Sewer Pump Station Renovation Stephen Beppler 6/5/2019 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: Renovation and replacement of structural, architectural, and mechanical equipment at the Cotton Sewer Pump Station (PS) facility is required due to age and corrosion. Replacement needs are not immediate, but design of the facility is recommended to begin before additional development occurs within the sewer shed. 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 County and Otay Water District (District) customers (about 50/50 split) so County participation in the costs and design will be involved. (Project budget indicated is for the entire project, District portion will be half.) Change from suction lift to submersible pumps will be considered in the replacement PS design, which could provide a more efficient site layout considering the site constraints (40’x40’). Replacement pumps need to be sized for future growth to the PS, see additional discussion under comments. Existing pumping capacity is estimated at about 380 gpm, which is appropriate for the existing EDU count and basin I/I. Additional growth within the sewer basin will need to increase the PS capacity. The future capacity is unknown at this time and will need to be determined during the planning phase, but may exceed 500 gpm. 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 then a ladder down into the pump room. The aluminum panel roof does not protect the PS from the elements adequately with significant rain water entering the dry well and the room does not dry out readily afterwards. This has contributed to corrosion of the equipment within the pump room. 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. Peak inflow to the PS was measured during a December 2018 rain event with a value estimated at 250 gpm; confirming the sewer shed peaking factor of at least 4.13. COMMENTS: FY 2020 - This project will include Expansion costs to cover future development within the sewer shed including a portion of the Cottonwood Golf Course repurposing project, which includes development of 45-acres outside the flood plain; and a tract adjacent to Steele Canyon Golf Course, which potentially has 120 lots. 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 County's or 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. The timing of the project is still pending input from the County for their ability to include this in their CIP program. 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. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 25%0%0%0%25% Betterment ID 18 0%25%0%0%25% Replacement 0%0%50%0%50% TOTAL:25%25%50%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2021 2022 2023 2024 2025 2026 Total $75 $150 $250 $700 $800 $300 $2,295 PRIOR YEARS: TOTAL $20 279 S2069 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 12/31/2020 1/1/2021 2/28/2024 $30 $670 PROJECT PHASE: 3/1/2024 6/30/2027 $1,800 PROJECT LOCATION:OWD Map Book:332 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 280 S2070Hidden Mountain Sewer Pump Station Wet Well Renovation Stephen Beppler 6/5/2019 5 1 $215,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Renovation of the auxiliary wet wells adjacent to the Hidden Mountain Sewage Pump Station (PS) involves the grouting of the bottom of the 6 ft. diameter and 8 ft. diameter structures to allow for their drainage during each pump cycle. This will maintain most of the operational volume and emergency storage these wet wells provide while keeping the deposit of solids and grease to a minimum. New piping between the wet wells is also required. Temporary pumping measures may be required during construction. JUSTIFICATION OF PROJECT: The PS was constructed in 1978 and the wet well addition was completed in 2004. There is excessive wet well volume below the pump off level in the auxiliary wet wells, allowing for solids to settle and grease to collect and not get flushed towards the pumps. This creates septic conditions, which adversely impact the operation of the RWCWRF (increases maintenance and operational costs of the biological process and potentially creates permit violations) as well as increased maintenance and odor issues at the PS and force main discharge. Staff currently need to perform monthly servicing of the PS whereas the improvements would reduce this maintenance to quarterly visits. The septicity issue was raised in the Ralph W. Chapman Water Reclamation Facility Audit Report of May 2018 prepared by Environmental Leverage. COMMENTS: FY 2021 - Project budget revised during FY 2020 with construction contract award from $150K to $215K. Majority of the work is expected to be completed in FY 2020. 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 FY 2021 2022 2023 2024 2025 2026 Total $5 $0 $0 $0 $0 $0 $215 PRIOR YEARS: TOTAL $210 281 S2070 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 9/30/2019 7/1/2019 12/31/2019 $5 $35 PROJECT PHASE: 1/1/2020 6/30/2021 $175 PROJECT LOCATION:OWD Map Book:377 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 282 S2071San Diego Metro Wastewater Capital Improvements Bob Kennedy 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: 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 terms of an existing agreement with the City of San Diego. The reimbursement also includes a proportionate share of operating and maintenance costs. JUSTIFICATION OF PROJECT: 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%65%0%0%66% TOTAL:34%66%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2021 2022 2023 2024 2025 2026 Total $40 $50 $50 $80 $100 $100 $520 PRIOR YEARS: TOTAL $100 283 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 $8,300 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:5/14/2020Jolene Fielding 284 S2072RWCWRF Rotary Screen Replacement Stephen Beppler 6/3/2020 3 3 $450,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Replacement of the existing headworks rotary screen. 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. JUSTIFICATION OF PROJECT: 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 within the next six (6) 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 FY 2021 2022 2023 2024 2025 2026 Total $1 $1 $1 $1 $11 $100 $115 PRIOR YEARS: TOTAL $0 285 S2072 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 12/31/2025 1/1/2026 12/31/2026 $15 $120 PROJECT PHASE: 1/1/2027 6/30/2029 $315 PROJECT LOCATION:OWD Map Book:319 2021 2022 2023 2024 2025 2026 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:8/2/2020Bob Kennedy 286 S2073RWCWRF Entrance Storm Water Improvements (S) Stephen Beppler 6/3/2020 AA-R21XX01 3 1 $125,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: Upgrade the storm water retention and conveyance infrastructure at the entrance to the Ralph W. Chapman Water Reclamation Facility with the replacement of pumps for increased capacity and enlarged storage vaults. JUSTIFICATION OF PROJECT: The plant is required to capture all storm water runoff from the site due to water quality requirements. It is defined as an industrial site and the release of any storm water from the site is regulated by the RWQCB under the Storm Water Industrial General Permit (IGP). The plant has had two (2) permit violations (for TSS) for discharges from the front storm water sump at the plant. This sump is small and easily overflows during substantial storms leading to storm water discharges which must be sampled. Due to the two (2) violations, the plant is now in Exceedance Level 2 and the permit requires additional changes (BMP’s and/or other control measures) to show that it is working to bring the plant site back in compliance with permit conditions. Overall budget of $250,000 to be split evenly between recycled 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 FY 2021 2022 2023 2024 2025 2026 Total $115 $10 $0 $0 $0 $0 $125 PRIOR YEARS: TOTAL $0 287 S2073 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 8/31/2020 9/1/2020 2/28/2021 $5 $20 PROJECT PHASE: 3/1/2021 6/30/2022 $100 PROJECT LOCATION:OWD Map Book:319 2021 2022 2023 2024 2025 2026 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:8/2/2020Bob Kennedy 288 S2074RWCWRF Stormwater Pond Improvements (S) Stephen Beppler 6/3/2020 AA-R2117 3 2 $175,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: 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. Expansion of the adjacent chlorine contact basin will extend into the pond requiring modifications to the pond to maintain the necessary detention volume. Overall budget of $350,000 to be split evenly between recycled and sewer CIPs. COMMENTS: Project is dependent upon approving construction of the chlorine contact tank. Project is dependent upon approving construction of the chlorine contact tank. 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 FY 2021 2022 2023 2024 2025 2026 Total $40 $95 $30 $10 $0 $0 $175 PRIOR YEARS: TOTAL $0 289 S2074 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 10/31/2021 $10 $50 PROJECT PHASE: 11/1/2021 6/30/2024 $115 PROJECT LOCATION:OWD Map Book:319 2021 2022 2023 2024 2025 2026 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:8/2/2020Bob Kennedy 290 S2075Field Equipment Capital Purchases Doug Rahders 6/3/2020 0 1 $500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: This project is for capital purchases of various pieces of field equipment used for daily Otay Water District sewer functions. JUSTIFICATION OF PROJECT: Replacements or new acquisitions of field equipment will be used for operational functions throughout the entire Otay Water 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 FY 2021 2022 2023 2024 2025 2026 Total $25 $25 $25 $25 $100 $100 $300 PRIOR YEARS: TOTAL $0 291 S2075 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2020 6/30/2030 $500 PROJECT LOCATION:OWD Map Book: 2021 2022 2023 2024 2025 2026 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:8/2/2020Bob Kennedy 292 OTAY WATER DISTRICT BOARD OF DIRECTORS POLICY Subject Policy Number Date Adopted Date Revised ANNUAL CAPITAL IMPROVEMENT PROGRAM DEVELOPMENT 06 10/15/84 10/3/18 PURPOSE To define the policy on the preparation and approval of the annual Capital Improvement Program. BACKGROUND District staff develops and maintains a Water Facilities Master Plan (WFMP), an Integrated Water Resources Plan (IRP), a Program Environmental Impact Report (PEIR), and a Strategic Plan that, collectively, are used to prepare the annual Capital Improvement Program (CIP) and to identify the CIP projects required for ultimate buildout. Every five years, the Board certifies the PEIR and approves the revised WFMP. Annually, staff prepares a six-year moving window CIP that provides information on budget assumptions, source of funds, allocation of funds, project costs, project location, description, justification, scheduling, etc. The six-year CIP is submitted and presented to the Board of Directors to obtain approval for staff to proceed with implementation to plan, design, and construct facilities and programs necessary to meet the needs of the District. POLICY The General Manager, or his designee, shall prepare a proposed six-year CIP for submission to the Board of Directors for their review prior to and approval by June 30 of each fiscal year. The CIP projects shall be reviewed and updated annually to consider appropriate revisions based on the most recent WFMP, IRP, Strategic Plan, and market condition information. The timing of projects shall be based on necessity and availability of financing. The intent is that new CIP projects will be installed as development requires the facilities. With regard to all CIP projects, it is acknowledged that compliance with the California Environmental Quality Act adds a measure of unpre- dictability with regard to the timing of CIP projects. The WFMP, IRP, and the CIP projects shall be divided into two phases: Phase I - one to six years; and Phase II - seven to ultimate buildout. CIP project sheets for projects in Phase I shall be prepared and identify estimated total cost, cash expenditure timing, location, description, justification, funding allocation, and schedule. For the Phase II CIP projects, the CIP shall identify the need for the projects, along with their estimated total cost and funding allocation. Upon approval by the Board of Directors of the annual six-year CIP, staff is authorized to proceed with planning, design, 293 OTAY WATER DISTRICT BOARD OF DIRECTORS POLICY Subject Policy Number Date Adopted Date Revised ANNUAL CAPITAL IMPROVEMENT PROGRAM DEVELOPMENT 06 10/15/84 10/3/18 construction, etc. of those projects that have budgets within the current fiscal year. The General Manager is authorized to redistribute funds between approved CIP projects as long as the total project budget is not exceeded and the District has adequate CIP reserves to fund the project. In addition, the General Manager is authorized to exceed the budget for specific CIP projects under the following conditions: a. For CIP projects less than or equal to that authorized under Code of Ordinances Section 2.01, Authority of the General Manager, the cumulative amount of the specific CIP project expenditures does not exceed that authorized under Code of Ordinances Section 2.01, Authority of the General Manager. b. For CIP projects more than that authorized under Code of Ordinances Section 2.01, Authority of the General Manager, the amount being authorized does not exceed the lesser of 25% of the specific CIP project budget amount or that authorized under Code of Ordinances Section 2.01, Authority of the General Manager. c. The total fiscal year CIP budget is not exceeded. 294 Capacity Name Fee (1) Capacity Fee Section 28.01 $7,669.93 Triad Capacity Fee $5,753.98 New Water Supply Fee $832.57 (1)This is based on a 3/4 inch water meter effective 4/1/2020. Note: For a full listing of fees per meter size visit the District's website at: otaywater.gov/engineering/public-services. Then select "Fees and Deposits". Water Meter Capacity Fees 295 Glossary The Capital Budget contains terminology that is unique to public finance and budgeting. The following budget glossary provides assistance in understanding these terms. Acre-Foot: The volume of water that will cover one acre to a depth of one foot. One acre-foot equals 435.6 units or 325,850 gallons. Accrual: A charge for work that has been done but not yet invoiced, for which provision is made at the end of a financial period. Annexation Fees: When water service is requested for land outside the boundaries of the District, the land to be serviced must first be annexed. For sewer service the land must be annexed into an improvement district within the District. Assets: Resources owned or held by the District that have monetary value. Availability Fees: The District levies charges each year in developed areas to be used for general purposes for construction of facilities. This fee is levied in undeveloped areas to provide a source of funding for planning, mapping, and preliminary design of facilities to meet future development. Current legislation provides that any availability charge in excess of $10.00 per acre shall be restricted only for the purpose of constructing facilities in the improvement district in which it was assessed. Capacity Fee: A connection fee is charged when a new meter is placed into service. This fee is a contribution of capital to either reimburse existing customers for the available capacity in the existing system, or to help finance planned future growth-related capacity improvements. Capacity Fee Revenues: These fees are earned by the Operating Budget as the Engineering Department supports expansion functions. Capital Budget: The portion of the annual budget that appropriates funds for the purchase of capital equipment items and capital improvements. These expenditures are separated from regular operating items, such as salaries, utilities, and office supplies. The Capital Budget includes funds for capital equipment purchases over $10,000, such as vehicles, furniture, machinery, computer systems, and special tools. The capital budget also includes funds for infrastructure related items over $20,000 (as explained below) which are distinguished from operating items according to their value and projected useful life. Capital Equipment: Fixed assets such as vehicles, marine equipment, computers, furniture, technical instruments, etc. which have a life expectancy of more than two years and a value over $10,000. Capital Expenditure: Capital expenditure or capital expense ("capex") is an expense where the benefit continues over a long period, rather than being exhausted in a short period. Such expenditure is of a non-recurring nature and results in acquisition of permanent assets. Capital Improvement Program: A long-range plan of the District for the construction, rehabilitation and modernization of the District-owned and operated infrastructure. 296 Glossary COVID-19: Illness caused by a novel coronavirus which was first identified amid an outbreak of respiratory illness cases in Wuhan City, Hubei Province, China. CWA: The County Water Authority was organized in 1944 under the State County Water Authority Act for the primary purpose of importing Colorado River water to augment the local water supplies of the Authority's member agencies. The Authority purchases water from MWD which imports water from the Colorado River and the State Water Project. Debt Service: The District's obligation to pay the principal and interest of bonds and other debt instruments according to a predetermined payment schedule. Desalination: The removal of dissolved minerals (including salts) from seawater or brackish water. Engineered water desalination processes, which produce potable water from seawater or brackish water, have become important because many regions throughout the world suffer from water shortages. Expenditures/Expenses: These terms refer to the outflow of funds paid or to be paid for an asset, goods or services obtained regardless of when actually paid for. (Note: An encumbrance is not an expenditure). An encumbrance reserves funds to be expended in a future period. Financial Audit: Official financial examination of the District’s accounts. Fiscal Year: Twelve-month term designating the beginning and ending period for recording financial transactions. The District has specified July 1 to June 30 as its fiscal year. Grants: Contributions or gifts of cash or other assets from another governmental agency to be used or expended for a specified purpose, activity, or facility. Capital grants are restricted by the grantor for the acquisition and/or construction of fixed assets. Operating grants are restricted by the grantor for operating purposes or may be used for either capital or operating purposes at the discretion of the grantee. Gallons Per Capita Per Day: The total number of gallons used by the city divided by the population, divided by the number of days. Interest Income: Earnings from the investment portfolio. Per District Policy Number 25, interest income will be allocated to improvement districts each month based upon each fund’s prior month- ending balance. MWD and CWA Fixed System Charges: These pass-through charges are calculated to recover the MWD’s and CWA’s fixed annual costs including the construction, operation and maintenance of aqueducts, and emergency storage projects. These fixed charges are based on the size of the meter. Reserve Fund: The District maintains Reserve Funds per the District’s policy for both designated and restricted balances. Designated Reserve Funds are “general use” funds designated by the Board. Restricted reserves are those that are legally set aside for a particular purpose and cannot be used for any other purpose. 297 AB Assembly Bill AF Acre-Foot/Feet AMR Automated Meter Reader/Reading AWWA American Water Works Association CIP Capital Improvement Program ERP Enterprise Resource Planning FY Fiscal Year GAAP Generally Accepted Accounting Principles GIS Geographic Information System GPCD Gallons Per Capita Per Day ID Improvement District IID Imperial Irrigation District IRP Integrated Water Resources Plan LOPS Lower Otay Pump Station MG Million Gallons MGD Million Gallons per Day MWD Metropolitan Water District O&M Operations and Maintenance PEIR Program Environmental Impact Report PL Pipeline PS Pump Station RWCWRF Ralph W. Chapman Water Recycling Facility SANDAG San Diego Association of Governments SB Senate Bill SCADA Supervisory Control and Data Acquisition SDCWA San Diego County Water Authority SVSD Spring Valley Sanitation District SWRCB State Water Resources Control Board WFMP Water Facilities Master Plan List of Acronyms 298 Index Annual CIP Development Policy No. 6 293-294 Awards xiv-xvii Capital Budget Narrative 37-39 CIP Budget Basis 7 CIP Budget Calendar 8 CIP Budget Control and Jurisdiction 6 CIP Budget Guide 1 CIP Budget Process 5-7 CIP Justification and Impact on Operating Budget 51 CIP Project Index 55-58 CIP Project Sheet Description 53-54 CIP Projects 59-292 CIP Reserve Funds 40 Current Economic Conditions 13-15 Demographics 9 District Formation 3 Economic Outlook 15 Fund Structure 7 Glossary 296-297 Key Performance Indicators: Administrative Services 21-22 Finance 23-26 Water Operations 27-32 Engineering 33-35 Letter of Transmittal iii-xiii List of Acronyms 298 Major CIP Projects 46 Mission Statement, Vision, Statement of Values 2 Organizational Structure 4 Resolution No. 4384 xviii-xix San Diego Rainfall 13 Service Area 3 Service Area Assessed Valuation 9 Sewer Rate Comparison 12 Six-Year CIP Projects Summary by Source ($1,000s) 41 Six-Year CIP Projects Summary by Fund ($1,000s) 41 Six-Year CIP Projects by Source and Fund ($1,000s) 42-45 Six-Year CIP Projects Schedule 47-50 Strategic Planning Process 20 Table of Contents i-ii 299 Index Ten Principal Taxpayers 10 Ten Largest Customers 10 The Future 15-19 Water Meter Capacity Fees 295 Water Comparison – Member Agency Water Rates 11 300