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HomeMy WebLinkAbout06-07-23 Agenda Item 10 (FY23-24 Budget Proposal) Attachments A-DWater Inter-Fund Transfers Potable Designated General Fund to Designated Replacement Fund $2,923,300 Designated General Fund to Designated General Obligations Bond Reserve 244,000 Total Potable Inter-Fund Transfers $3,167,300 1 Recycled Designated General Fund to Designated Replacement Fund $2,017,700 Designated Expansion Fund to Designated Betterment Fund 22,000 Total Recycled Inter-Fund Transfers $2,039,700 Attachment A Sewer Inter-Fund Transfers Sewer Designated General Fund to Designated Replacement Fund $994,200 Total Sewer Inter-Fund Transfers $994,200 2 Page 1 of 2 RESOLUTION NO. 4433 A RESOLUTION OF THE BOARD OF DIRECTORS OF OTAY WATER DISTRICT ADOPTING THE FISCAL YEAR 2023-2024 OPERATING AND CAPITAL BUDGET; AND SALARY SCHEDULE WHEREAS, the Otay Water District Board of Directors have been presented with a budget (Exhibit A) for the operation of the Otay Water District for Fiscal Year 2023-2024; and WHEREAS, the Fiscal Year 2023-2024 Operating and Capital Budget, has 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 Job Classification and Salary Schedule (Exhibit B) 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, is hereby adopted as the District’s budget for Fiscal Year 2023-2024. 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 both State law and the District’s Code of Ordinances, authorizes Attachment B Page 2 of 2 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 7th day of June 2023, by the following vote: Ayes: Noes: Abstain: Absent: ________________________ President ATTEST: ____________________________ District Secretary Exhibit A FY 2022 FY 2023 FY 2023 FY 2024 11-Actual Projected Budget Budget $% Revenues #Potable Water Sales 92,452,011$ 91,242,474$ 94,308,000$ 100,949,000$ 6,641,000$ 7.0% Recycled Water Sales 10,042,348 9,486,070 10,217,000 10,906,000 689,000 6.7% #Sewer Revenues 3,085,044 3,297,202 3,284,000 3,468,000 184,000 5.6% #Meter Fees 163,782 141,133 170,000 168,000 (2,000) (1.2%) #Capacity Fee Revenues 2,551,404 2,523,984 2,311,000 2,352,000 41,000 1.8% Tax Revenues 5,502,252 6,242,994 5,310,000 6,243,000 933,000 17.6% #Non-operating Revenues 6,469,704 3,052,525 2,523,100 2,770,600 247,500 9.8% #Interest 187,354 729,194 495,000 1,091,000 596,000 120.4% Total Revenues 120,453,899 116,715,576 118,618,100 127,947,600 9,329,500 7.9% Expenditures #Potable Water Purchases 42,572,534 41,616,885 44,250,000 48,147,000 3,897,000 8.8% Recycled Water Purchases 4,585,689 5,487,000 5,487,000 5,798,000 311,000 5.7% #CWA - Infrastructure Access Charge 3,080,352 3,097,476 2,998,000 3,146,000 148,000 4.9% #CWA - Customer Service Charge 1,816,764 1,900,266 1,881,000 1,971,000 90,000 4.8% CWA - Reliability Charge 2,866,626 3,042,420 3,003,000 3,235,000 232,000 7.7% #CWA - Emergency Storage Charge 4,595,462 4,748,834 4,711,000 4,865,000 154,000 3.3% #MWD - Capacity Reservation Charge 764,843 740,531 762,000 562,000 (200,000) (26.2%) #MWD - Readiness-To-Serve Charge 653,367 613,557 685,000 654,000 (31,000) (4.5%) Subtotal - Water Costs 60,935,637 61,246,969 63,777,000 68,378,000 4,601,000 7.2% #Labor and Benefits 21,384,698 23,847,979 24,730,000 25,860,600 1,130,600 4.6% #Administrative Expenses 6,919,294 7,673,249 8,057,700 8,942,300 884,600 11.0% #Materials and Maintenance 3,884,421 4,194,376 4,132,600 4,824,900 692,300 16.8% #Power 3,679,023 4,190,260 3,893,000 4,285,000 392,000 10.1% Subtotal - Operations Costs 35,867,436 39,905,864 40,813,300 43,912,800 3,099,500 7.6% DSGeneral Fund Reserve 90,500 40,400 40,400 - (40,400) (100.0%) #Expansion Reserve 2,066,900 684,800 684,800 4,320,000 3,635,200 530.8% Bett ResBetterment Reserve 735,000 4,890,000 4,890,000 2,562,000 (2,328,000) (47.6%) Repl ResReplacement Reserve 11,986,900 8,393,600 8,393,600 8,774,800 381,200 4.5% Transfer to Rate Stabilization Fund 21,000 19,000 19,000 - (19,000) (100.0%) Subtotal - Reserve Funding 14,900,300 14,027,800 14,027,800 15,656,800 1,629,000 11.6% Total Expenditures 111,703,373 115,180,633 118,618,100 127,947,600 9,329,500 7.9% Excess Revenues (Expenditures)8,750,526$ 1,534,943$ -$ -$ -$ - Operating Budget Summary - General Fund Budget to Budget Variance 1 Potable Recycled Sewer Total Revenues Water Sales 100,949,000$ -$ -$ 100,949,000$ Recycled Water Sales - 10,906,000 - 10,906,000 Sewer Revenues - -3,468,000 3,468,000 Meter Fees 154,000 14,000 - 168,000 Capacity Fee Revenues 2,352,000 - - 2,352,000 Tax Revenues 6,190,000 - 53,000 6,243,000 Non-operating Revenues 2,712,600 40,000 18,000 2,770,600 Interest 935,000 115,000 41,000 1,091,000 Total Revenues 113,292,600 11,075,000 3,580,000 127,947,600 Expenditures Water Purchases 48,147,000 5,798,000 - 53,945,000 CWA - Infrastructure Access Charge 3,146,000 - - 3,146,000 CWA - Customer Service Charge 1,971,000 - - 1,971,000 CWA - Reliability Charge 3,235,000 - - 3,235,000 CWA - Emergency Storage Charge 4,865,000 - - 4,865,000 MWD - Capacity Reservation Charge 562,000 - - 562,000 MWD - Readiness-To-Serve Charge 654,000 - - 654,000 Subtotal - Water Costs 62,580,000 5,798,000 - 68,378,000 Labor and Benefits 23,228,500 1,547,200 1,084,900 25,860,600 Administrative Expenses 8,151,900 547,000 243,400 8,942,300 Materials and Maintenance 3,117,500 551,500 1,155,900 4,824,900 Power 3,487,000 616,000 182,000 4,285,000 Subtotal - Operations Costs 37,984,900 3,261,700 2,666,200 43,912,800 #Expansion Reserve 4,250,000 - 70,000 4,320,000 Bett ResBetterment Reserve 1,803,000 613,000 146,000 2,562,000 Repl ResReplacement Reserve 6,674,700 1,402,300 697,800 8,774,800 Subtotal - Reserve Funding 12,727,700 2,015,300 913,800 15,656,800 Total Expenditures 113,292,600 11,075,000 3,580,000 127,947,600 Excess Revenue (Expenditures)-$ -$ -$ -$ FY 2024 Operating Budget Summary by System 2 Potable Water Sales 100,949,000$ 78.9% Recycled Water Sales 10,906,000 8.5% Sewer Revenues 3,468,000 2.7% Meter Fees 168,000 0.1% Capacity Fee Revenues 2,352,000 1.8% Tax Revenues 6,243,000 4.9% Non-operating Revenues 2,770,600 2.2% Interest 1,091,000 0.9% 127,947,600 100.0% Potable Water Purchases 62,580,000 48.9% Recycled Water Purchases 5,798,000 4.5% Power 4,285,000 3.4% Labor and Benefits 25,860,600 20.2% Administrative Expenses 8,942,300 7.0% Materials and Maintenance 4,824,900 3.8% Reserve Funding 15,656,800 12.2% 127,947,600$ 100.0% Operating Budget Summary - General Fund FY 2024 OPERATING REVENUES FY 2024 OPERATING EXPENDITURES 49% 5% 3%20% 7% 4% 12% 79% 9% 3% 2% 5% 2% 1% 3 This page intentionally left blank 4 FY 2025 FY 2026 FY 2027 FY 2028 FY 2029 Revenues Water/Sewer Rates 121,346,200$ 129,585,900$ 137,582,600$ 145,029,700$ 152,874,600$ Meter Fees 163,600 159,500 159,900 160,300 161,100 Capacity Fee Revenues 2,363,800 2,387,400 2,411,300 2,435,400 2,459,800 Non-operating Revenues 2,646,600 2,765,700 3,025,400 3,226,100 2,880,800 Tax Revenues 6,381,000 6,552,000 6,729,100 6,912,400 7,099,100 Interest Income 1,014,600 1,080,400 1,130,000 1,169,100 1,219,300 Total Revenues 133,915,800 142,530,900 151,038,300 158,933,000 166,694,700 69,866,000$ 73,516,100$ 77,141,800$ 80,326,700$ FY 2025 FY 2026 FY 2027 FY 2028 FY 2029 Expenditures Water Cost 74,556,800 80,304,700 82,032,000 85,665,310 90,501,500 Power 4,723,600 5,017,800 5,330,300 5,662,200 6,014,800 Labor and Benefits 26,368,400 27,082,300 28,078,200 28,746,400 29,229,600 Administrative Expenses 9,059,300 9,588,300 10,100,900 10,523,700 10,961,700 Materials & Maintenance 5,075,100 5,358,200 5,669,900 5,920,300 6,182,000 Net Reserve Funding 14,132,600 15,179,600 19,827,000 22,381,090 23,775,100 Transfer to Rate Stabilization Fund - - -34,000 30,000 Total Expenditures and Transfers 133,915,800 142,530,900 151,038,300 158,933,000 166,694,700 Excess Revenues (Expenditures)-$ -$ -$-$-$ -$ -$ -$ -$ -$ General Fund Forecast This forecast incorporates both cost increases for expenditures and rate increases for revenues, as well as growth projections. Expenditures and Transfers Revenues $0 $20 $40 $60 $80 $100 $120 $140 $160 $180 FY 2025 FY 2026 FY 2027 FY 2028 FY 2029 $1 3 4 $1 4 3 $1 5 1 $1 5 9 $1 6 7 $1 3 4 $1 4 3 $1 5 1 $1 5 9 $1 6 7 Revenues and Expenditures Forecast, in millions ($) Revenues Expenditures 5 FY 2025 FY 2026 FY 2027 FY 2028 FY 2029 Fund Balance General Fund 29,609,700$ 31,476,600$ 32,407,400$ 33,683,600$ 35,235,500$ Betterment Fund 2,570,700 2,115,100 2,008,700 1,599,800 1,602,200 Replacement Fund 49,686,600 41,317,100 60,842,900 59,534,800 60,556,000 Expansion Fund 1,382,500 1,411,500 2,217,300 1,760,000 1,763,000 New Supply Fund 3,083,200 3,105,500 3,128,700 3,167,200 3,207,200 Debt Reserve 7,869,100 4,290,300 22,528,400 12,053,500 4,290,600 Rate Stabilization Fund 230,700 239,000 247,600 291,100 332,100 Total Fund Balance 94,432,500$ 83,955,100$ 123,381,000$ 112,090,000$ 106,986,600$ (641,700) (664,800) (688,700) (678,921) (672,796) Fund Balances Forecast Fund Balances by Fund $0 $20 $40 $60 $80 $100 $120 $140 FY 2025 FY 2026 FY 2027 FY 2028 FY 2029 Fund Balances Forecast, in millions ($) General Fund Betterment Fund Replacement Fund Expansion Fund Debt Reserve New Supply Fund Rate Stabilization Fund 6 FY 2022 FY 2023 FY 2023 FY 2024 11-Actual Projected Budget Budget $% Revenues ##Water Sales 92,452,011$ 91,242,474$ 94,308,000$ 100,949,000$ 6,641,000$ 7.0% ##Meter Fees 154,443 126,899 157,000 154,000 (3,000) (1.9%) ##Capacity Fee Revenues 2,536,629 2,516,962 2,311,000 2,352,000 41,000 1.8% Tax Revenues 5,449,332 6,189,994 5,253,000 6,190,000 937,000 17.8% ##Non-operating Revenues 6,459,721 3,034,293 2,507,100 2,712,600 205,500 8.2% ##Interest 156,069 586,942 432,000 935,000 503,000 116.4% Total Revenues 107,208,205 103,697,564 104,968,100 113,292,600 8,324,500 7.9% Potable Water Purchases 42,572,534 41,616,885 44,250,000 48,147,000 3,897,000 8.8% ##CWA - Infrastructure Access Charge 3,080,352 3,097,476 2,998,000 3,146,000 148,000 4.9% ##CWA - Customer Service Charge 1,816,764 1,900,266 1,881,000 1,971,000 90,000 4.8% ##CWA - Reliability Charge 2,866,626 3,042,420 3,003,000 3,235,000 232,000 7.7% ##CWA - Emergency Storage Charge 4,595,462 4,748,834 4,711,000 4,865,000 154,000 3.3% ##MWD - Capacity Reservation Charge 764,843 740,531 762,000 562,000 (200,000) (26.2%) ##MWD - Readiness-To-Serve Charge 653,367 613,557 685,000 654,000 (31,000) (4.5%) Subtotal - Water Costs 56,349,948 55,759,969 58,290,000 62,580,000 4,290,000 7.4% ##Labor and Benefits 19,328,712 21,940,305 21,976,200 23,228,500 1,252,300 5.7% ##Administrative Expenses 6,227,770 7,046,333 7,243,900 8,151,900 908,000 12.5% ##Materials and Maintenance 2,587,437 2,598,184 2,676,400 3,117,500 441,100 16.5% ##Power 2,990,695 3,481,500 3,136,000 3,487,000 351,000 11.2% 11-1311-5133Subtotal - Operations Costs 31,134,614 35,066,322 35,032,500 37,984,900 2,952,400 8.4% ##Expansion Reserve - - - 4,250,000 4,250,000 100.0% Bett ResBetterment Reserve 445,000 4,065,000 4,065,000 1,803,000 (2,262,000) (55.6%) Repl ResReplacement Reserve 11,918,900 7,580,600 7,580,600 6,674,700 (905,900) (12.0%) Subtotal - Reserve Funding 12,363,900 11,645,600 11,645,600 12,727,700 1,082,100 9.3% Total Expenditures 99,848,462 102,471,891 104,968,100 113,292,600 8,324,500 7.9% Excess Revenues (Expenditures)7,359,743$ 1,225,672$ -$ -$ -$ - Operating Budget Summary - Potable Budget to Budget Variance 7 FY 2022 FY 2024 Actual Projected Budget Budget $ % Water Sales 57,900,777$ 58,870,142$ 61,958,000$ 70,298,000$ 8,340,000$ 13.5% System Charges 17,439,502 15,196,922 15,168,000 13,011,000 (2,157,000) (14.2%) Energy Charges 2,692,451 2,609,348 2,721,000 2,916,000 195,000 7.2% MWD and CWA Fixed Charges 13,548,475 13,588,000 13,547,000 13,746,000 199,000 1.5% Penalties 870,806 978,062 914,000 978,000 64,000 7.0% Total Water Sales 92,452,011$ 91,242,474$ 94,308,000$ 100,949,000$ 6,641,000$ 7.0% Water Sales 70,298,000$ 69.6% System Charges 13,011,000 12.9% Energy Charges 2,916,000 2.9% MWD and CWA Fixed Charges 13,746,000 13.6% Penalties 978,000 1.0% Total Water Sales 100,949,000$ 100.0% Water Sales: Water rates vary among classes of service and are charged per unit of water. A unit of water is equal to 100 cubic feet of water. System Charges: Each water service customer pays a monthly system charge for water system replacement, maintenance, and operation expenses. The charge is based on the meter size. Energy Charges: The energy pumping charge is $0.075 per 100 cubic feet of water for each 100 feet of lift above the elevation of 450 feet. All water customers are in one of 29 zones based on elevation. MWD and CWA Fixed Charges: These pass-through charges are calculated to recover MWD's and CWA's fixed annual costs, excluding MWD's Capacity Reservation charge. These fixed charges are based on meter size. Penalties: Penalties are imposed on customer accounts for late payments and returned checks. FY 2024 Classification of Water Sales FY 2023 Classification of Water Sales - Potable Budget to Budget Variance 8 Customer Class and Unit Structure (1) Current Rate Proposed Rate (2)Accounts Unit Sales Budget Budget - (Validation) Residential 46,878 6,133,000 35,149,000$ 0 - 9 5.26$ 5.60$ 10 - 12 5.71 6.08 13 or more 6.35 6.76 Multi-Residential 1,003 1,925,000 10,514,000 0 - 9 5.22 5.56 10 - 12 5.65 6.01 13 or more 5.85 6.23 Business and Commerical (3) All units 5.52 5.88 2,188 1,259,000 7,156,000 Publicly Owned All units 6.08 6.47 200 682,000 4,267,000 Non-Public Irrigation and Commercial Agriculture All units 6.36 6.77 1,070 1,385,000 8,989,000 Public Irrigation All units 6.94 7.39 233 312,000 2,213,000 Construction All units 6.32 6.73 186 312,000 2,010,000 Total Water Sales 51,758 12,008,000 70,298,000$ Unit Sales % Residential 6,133,000 51.1% Multi-Residential 1,925,000 16.0% Business and Commercial 1,259,000 10.5% Publicly Owned 682,000 5.7% Non-Public Irrigation and Commercial Agriculture 1,385,000 11.5% Public Irrigation 312,000 2.6% Construction 312,000 2.6% Total Water Sales 12,008,000 100.0% Water Sales Summary by Customer Class - Potable (3)Fire Services Meters are charged the Business and Commercial water rate. FY 2024 Unit Sales by Customer Class (2)If approved, rates applied to water billed beginning January 1, 2024. (1)This cost varies based on water usage and can be calculated using the consumption block tables. One unit of consumption divided by the number of dwellings served. equals 748 gallons of water or one HCF (hundred cubic feet). Consumption for Multi-Residential is the water usage Water Rates FY 2024 9 FY 2020 FY 2021 FY 2022 FY 2024 Projected Budget Budget Residential 6,311,655 6,926,913 6,499,686 5,883,085 6,491,400 6,133,000 Multi-Residential 1,658,205 1,798,024 1,806,626 1,834,668 1,857,800 1,925,000 Business and Commercial 1,100,358 1,132,851 1,326,708 1,251,787 1,132,700 1,259,000 Publicly Owned 710,052 689,237 743,983 683,164 744,900 682,000 Non-Public Irrigation and Commercial Agriculture 1,072,854 1,331,773 1,284,096 1,356,340 1,131,900 1,385,000 Public Irrigation 252,466 307,244 338,309 303,127 262,700 312,000 Construction 284,893 418,058 310,809 289,115 286,500 312,000 Total Unit Sales 11,390,483 12,604,100 12,310,217 11,601,286 11,907,900 12,008,000 FY 2020 FY 2021 FY 2022 FY 2024 Projected Budget Budget Residential 46,298 46,482 46,574 46,669 46,722 46,878 Multi-Residential 874 884 896 964 919 1,003 Business and Commercial(1)2,099 2,113 2,180 2,188 2,113 2,188 Publicly Owned 250 252 253 200 252 200 Non-Public Irrigation and Commercial Agriculture 1,016 1,022 1,040 1,055 1,035 1,070 Public Irrigation 261 262 260 233 264 233 Construction 196 189 186 186 189 186 Total Meter Count 50,994 51,204 51,389 51,495 51,494 51,758 (1)Business and Commercial Customer Class includes Fire Services Meters. Unit Sales and Meter Count History by Customer Class - Potable Unit Sales in thousands and Meter Count Trends FY 2023 Unit Sales by Customer Class Meter Count by Customer Class Actual Actual FY 2023 5,000 15,000 25,000 35,000 45,000 55,000 - 5,000 10,000 15,000 20,000 FY 2020 Actual FY 2021 Actual FY 2022 Actual FY 2023 Projected FY 2023 Budget FY 2024 Budget Unit Sales in thousands and Meter Count Trends Potable Meters Potable Unit Sales Units Meters 10 FY 2023 FY 2024 FY 2023 FY 2024 Meter Size Count Count Current Proposed Budget Budget $% Residential 0.75 45,386 45,390 18.07$ 19.24$ 10,373,000$ 10,156,000$ (217,000)$ (2.1%) 1.00 1,313 1,465 22.47 23.92 383,000 384,000 1,000 0.3% 1.50 19 19 33.73 35.91 9,000 8,000 (1,000) (11.1%) 2.00 4 4 47.04 50.07 3,000 2,000 (1,000) (33.3%) Sub-total 46,722 46,878 10,768,000 10,550,000 (218,000) (2.0%) Multi-Residential 0.75 44 52 16.67 17.75 15,000 10,000 (5,000) (33.3%) 1.00 195 234 20.14 21.44 95,000 58,000 (37,000) (38.9%) 1.50 256 266 29.06 30.93 206,000 93,000 (113,000) (54.9%) 2.00 270 292 39.58 42.13 325,000 140,000 (185,000) (56.9%) 3.00 75 75 83.59 88.98 159,000 77,000 (82,000) (51.6%) 4.00 69 74 140.85 149.93 254,000 128,000 (126,000) (49.6%) 6.00 7 7 276.38 294.21 51,000 24,000 (27,000) (52.9%) 8.00 3 3 426.72 454.24 34,000 16,000 (18,000) (52.9%) Sub-total 919 1,003 1,139,000 546,000 (593,000) (52.1%)- Business and Commercial 0.75 311 315 18.22 19.40 112,000 71,000 (41,000) (36.6%) 1.00 308 317 22.72 24.19 151,000 89,000 (62,000) (41.1%) 1.50 277 285 34.22 36.43 226,000 121,000 (105,000) (46.5%) 2.00 304 308 47.82 50.90 367,000 182,000 (185,000) (50.4%) 3.00 30 31 101.62 108.17 71,000 39,000 (32,000) (45.1%) 4.00 13 13 173.30 184.48 48,000 28,000 (20,000) (41.7%) 6.00 3 3 348.50 370.98 22,000 13,000 (9,000) (40.9%) Sub-total 1,246 1,272 997,000 543,000 (454,000) (45.5%)- Publicly Owned 0.75 34 15 16.97 18.06 12,000 3,000 (9,000) (75.0%) 1.00 64 26 20.64 21.97 30,000 7,000 (23,000) (76.7%) 1.50 32 35 30.06 32.00 25,000 13,000 (12,000) (48.0%) 2.00 84 86 41.18 43.84 98,000 44,000 (54,000) (55.1%) 3.00 11 12 87.08 92.70 25,000 13,000 (12,000) (48.0%) 4.00 16 15 147.14 156.63 57,000 27,000 (30,000) (52.6%) 6.00 6 6 290.36 309.09 42,000 22,000 (20,000) (47.6%) 10.00 5 5 692.32 736.97 80,000 43,000 (37,000) (46.3%) Sub-total 252 200 369,000 172,000 (197,000) (53.4%) Non-Public Irrigation and Commercial Agriculture 0.75 115 128 16.13 17.17 35,000 25,000 (10,000) (28.6%) 1.00 273 284 19.24 20.48 112,000 67,000 (45,000) (40.2%) 1.50 330 339 27.26 29.02 222,000 114,000 (108,000) (48.6%) 2.00 313 315 36.69 39.06 311,000 143,000 (168,000) (54.0%) 4.00 2 2 129.48 137.83 6,000 3,000 (3,000) (50.0%) 6.00 2 2 251.10 267.29 12,000 6,000 (6,000) (50.0%) Sub-total 1,035 1,070 698,000$ 358,000$ (340,000)$ (48.7%) System Charges - Potable (1)If approved, rates applied to water billed beginning January 1, 2024. System Charges Budget to Budget Variance (1) 11 FY 2023 FY 2024 FY 2023 FY 2024 Meter Size Count Count Current Proposed Budget Budget $% System Charges - Potable System Charges Budget to Budget Variance (1) Public Irrigation 0.75 12 11 16.13 17.17 4,000$ 2,000$ (2,000)$ (50.0%) 1.00 32 23 19.24 20.48 13,000 5,000 (8,000) (61.5%) 1.50 68 65 27.26 29.02 45,000 22,000 (23,000) (51.1%) 2.00 145 130 36.69 39.06 144,000 59,000 (85,000) (59.0%) 3.00 3 - 77.26 82.25 6,000 - (6,000) (100.0%) 4.00 4 4 129.48 137.83 12,000 6,000 (6,000) (50.0%) Sub-total 264 233 224,000 94,000 (130,000) (58.0%) Construction 0.75 6 3 16.58 17.65 2,000 1,000 (1,000) (50.0%) 1.00 4 - 19.98 21.27 1,800 - (1,800) (100.0%) 1.50 3 - 28.75 30.60 2,200 - (2,200) (100.0%) 2.00 1 - 39.09 41.61 1,100 - (1,100) (100.0%) 4.00 172 176 138.91 147.87 531,000 300,000 (231,000) (43.5%) 8.00 3 7 419.37 446.42 29,000 26,000 (3,000) (10.3%) Sub-total 189 186 567,100 327,000 (240,100) (42.3%) Fire Services All Meters 867 916 329,900 345,000 15,100 4.6% Set-up Fees 15.00 15.00 76,000 76,000 - - Total 51,494 51,758 15,168,000$ 13,011,000$ (2,157,000)$ (14.2%) (1)If approved, rates applied to water billed beginning January 1, 2024. 12 FY 2024 FY 2023 FY 2024 Meter Size Count(1)Current Proposed(2)Budget Budget $% 0.75 45,914 16.33$ 17.19$ 9,165,000$ 9,230,000$ 65,000$ 0.6% 1.00 2,349 27.22 28.65 750,000 758,000 8,000 1.1% 1.50 1,009 54.42 57.27 736,000 669,000 (67,000) (9.1%) 2.00 1,135 87.06 91.62 1,399,000 1,210,000 (189,000) (13.5%) 3.00 118 190.45 200.43 304,000 274,000 (30,000) (9.9%) 4.00 284 342.81 360.77 826,000 1,195,000 369,000 44.7% 6.00 25 761.79 801.71 174,000 235,000 61,000 35.1% 8.00 3 1,305.91 1,374.34 72,000 48,000 (24,000) (33.3%) 10.00 5 2,067.69 2,176.04 121,000 127,000 6,000 5.0% Total 50,842 13,547,000$ 13,746,000$ 199,000$ 1.5% (1)Excludes fire service meters. (2)If approved, rates applied to water billed beginning January 1, 2024. Historical MWD and CWA Fixed Charges, in millions ($) Budget to Budget VarianceMWD and CWA Fixed Charges MWD and CWA Fixed Charges (Pass-Through) - Potable $0 $2 $4 $6 $8 $10 $12 $14 FY 2020 Actual FY 2021 Actual FY 2022 Actual FY 2023 Budget FY 2024 Budget 13 Meter Size Meter Sales Installation Fee Meter Fee Total Fees Budget 0.75 10 130.80$ 275.63$ 406.43$ 4,000$ 1.00 214 130.80 355.69 486.49 104,000 1.50 22 130.80 578.13 708.93 16,000 2.00 13 130.80 828.40 959.20 12,000 3.00 2 787.54 2,581.62 3,369.16 7,000 4.00 2 787.54 4,483.85 5,271.39 11,000 Total 263 154,000$ Meter Fees:Charges collected for new water service connections. Fees vary depending upon meter size and type of service. The costs associated with meter installations are included in the Operating Expenses section of the budget. These charges are funded by developers. Historical Meter Count FY 2024 Meter Fees - Potable - 15,000 30,000 45,000 60,000 FY 2020 Actual FY 2021 Actual FY 2022 Actual FY 2023 Budget FY 2024 Budget 14 FY 2020 FY 2021 FY 2022 FY 2024 Projected Budget Budget Water Sales 50,081,789$ 58,610,501$ 57,900,777$ 58,870,142$ 61,958,000$ 70,298,000$ System Charges 16,205,007 16,828,509 17,439,502 15,196,922 15,168,000 13,011,000 Energy Charges 2,276,779 2,695,390 2,692,451 2,609,348 2,721,000 2,916,000 MWD and CWA Fixed Charges 12,305,712 12,889,974 13,548,475 13,588,000 13,547,000 13,746,000 Penalties 612,381 30,576 870,806 978,062 914,000 978,000 Total Potable Revenues 81,481,668$ 91,054,950$ 92,452,011$ 91,242,474$ 94,308,000$ 100,949,000$ Revenue History - Potable, in millions ($) Revenue History - Potable FY 2023 Actual $- $20 $40 $60 $80 $100 $120 FY 2020 Actual FY 2021 Actual FY 2022 Actual FY 2023 Projected FY 2023 Budget FY 2024 Budget Water Sales System Charges Energy Charges MWD & CWA Fixed Charges Penalties 15 FY 2024 FY 2024 Projected Budget Budget Projected Budget Budget $ % Average Variable Rate Per Acre-Foot:(1)1,514.00$ 1,545.00$ 1,679.00$ 134.00$ 8.7% Budgeted Sales 26,647.5 27,336.8 27,566.5 40,344,333 42,245,000 46,272,000 4,027,000 9.5% District, Unbilled Usage(2)47.0 151.5 57.0 71,097 235,000 93,000 (142,000) (60.4%) Water Loss 799.4 1,144.9 1,060.9 1,201,455 1,770,000 1,782,000 12,000 0.7%Budgeted Sales Treatment (CSD)- - - - - - 0.0% Total Variable Charges 27,493.9 28,633.2 28,684.4 41,616,885$ 44,250,000$ 48,147,000$ 3,897,000$ 8.8% CWA and MWD Fixed Charges: CWA - Infrastructure Access Charge 3,097,476$ 2,998,000$ 3,146,000$ 148,000$ 4.9% CWA - Customer Service Charge 1,900,266 1,881,000 1,971,000 90,000 4.8% CWA - Emergency Storage Charge 4,748,834 4,711,000 4,865,000 154,000 3.3% CWA - Reliability Fixed Charge 3,042,420 3,003,000 3,235,000 232,000 7.7% MWD - Capacity Reservation Charge 740,531 762,000 562,000 (200,000) (26.2%) MWD - Readiness-to-Serve Charge 613,557 685,000 654,000 (31,000) (4.5%) Total Fixed Charges 14,143,084$ 14,040,000$ 14,433,000$ 393,000$ 2.8% Total Variable and Fixed Charges 55,759,969$ 58,290,000$ 62,580,000$ 4,290,000$ 7.4% Average Cost Per Acre-Foot 2,028$ 2,036$ 2,182$ (1)The average variable rate per acre-foot is a weighted average rate based on CWA’s actual calendar year variable rate of $1,608.00 per acre-foot in 2023, and a projected 2024 calendar year variable rate of $1,772.00 per acre-foot. (2)Excludes potable supplement to recycled system. Water Purchases and Related Costs - Potable Budget to Budget VariancePurchase Costs FY 2023FY 2023 Acre-Feet - 8,000 16,000 24,000 32,000 FY 2020 Actual FY 2021 Actual FY 2022 Actual FY 2023 Projected FY 2023 Budget FY 2024 Budget Historical Potable Water Purchases, in acre-feet 16 FY 2020 FY 2021 FY 2022 FY 2024 Projected Budget Budget $ % Administrative Buildings 166,175$ 170,863$ 217,303$ 254,500$ 228,000$ 267,000$ 39,000$ 17.1% Potable Transmission 2,260,865 2,464,206 2,773,392 3,227,000 2,908,000 3,220,000 312,000 10.7% Total Power Costs 2,427,040$ 2,635,069$ 2,990,695$ 3,481,500$ 3,136,000$ 3,487,000$ 351,000$ 11.7% Power Costs - Potable Budget to Budget Variance Historical Power Costs, in thousands ($) Actual FY 2023 $0 $500 $1,000 $1,500 $2,000 $2,500 $3,000 $3,500 FY 2020 Actual FY 2021 Actual FY 2022 Actual FY 2023 Projected FY 2023 Budget FY 2024 Budget Administrative Buildings Potable Transmission 17 FY 2022 FY 2023 FY 2024 Actual Budget Budget $ % Administrative Expenditures Directors' Fees 55,632$ 84,000$ 75,000$ (9,000)$ (10.7%) Travel and Conferences 96,910 181,600 254,700 73,100 40.3% Memberships and Dues 79,843 92,000 94,800 2,800 3.0% Conservation and Outreach 125,816 138,200 145,500 7,300 5.3% General Office Expense 250,436 268,000 304,800 36,800 13.7% IT Hardware, Software & Communication 1,318,028 1,439,600 1,690,000 250,400 17.4% Miscellaneous Office & Field Equipment 101,304 112,600 149,900 37,300 33.1% Fees 956,331 1,121,700 1,076,000 (45,700) (4.1%) Services 1,961,809 2,484,200 2,764,100 279,900 11.3% Training 153,465 208,800 290,700 81,900 39.2% Utilities 17,747 18,100 23,800 5,700 31.5% Insurance and Legal 1,703,411 1,959,500 2,165,000 205,500 10.5% Bad Debt Expense 247,276 120,000 70,000 (50,000) (41.7%) Subtotal before Overhead 7,068,008 8,228,300 9,104,300 876,000 10.6% Less: Overhead Allocation (840,238) (984,400) (952,400) 32,000 (3.3%) Total Expenditures 6,227,770$ 7,243,900$ 8,151,900$ 908,000$ 12.5% 5,400,900$ 11,269,300$ Directors' Fees 75,000$ 0.8% Travel and Conferences 254,700 2.8% Memberships and Dues 94,800 1.0% Conservation and Outreach 145,500 1.6% General Office Expense 304,800 3.3% IT Hard/Software & Comm 1,690,000 18.6% Misc Office/Field Equipment 149,900 1.6% Fees 1,076,000 11.8% Services 2,764,100 30.4% Training 290,700 3.2% Utilities 23,800 0.3% Insurance and Legal 2,165,000 23.8% Bad Debt Expense 70,000 0.8% Subtotal before Overhead 9,104,300 100.0% Less: Overhead Allocation (952,400) Total Expenditures 8,151,900$ Administrative Expenditures - Potable Budget to Budget Variance FY 2024 Administrative Expenditures - Potable 18 FY 2022 FY 2023 FY 2023 FY 2024 Actual Projected Budget Budget $ % Materials and Maintenance Fuel and Oil 311,212$ 292,199$ 306,200$ 296,500$ (9,700)$ (3.2%) Meters and Materials 160,326 175,944 147,600 187,100 39,500 26.8% Fleet Parts and Equipment 123,316 109,506 161,600 165,600 4,000 2.5% Infrastructure Equipment and Supplies 399,772 432,865 428,900 589,200 160,300 37.4% Chemicals 175,872 295,849 247,200 424,600 177,400 71.8% Safety Equipment 100,249 83,848 63,000 100,700 37,700 59.8% Laboratory Equipment and Supplies 57,967 55,499 55,500 50,500 (5,000) (9.0%) Other Materials and Supplies 281,841 288,525 296,100 350,000 53,900 18.2% Building and Grounds Materials 87,879 80,894 82,500 92,500 10,000 12.1% Contracted Services 889,003 783,055 887,800 860,800 (27,000) (3.0%) Total Expenditures 2,587,437$ 2,598,184$ 2,676,400$ 3,117,500$ 441,100$ 16.5% FY 2024 Materials and Maintenance Expenditures - Potable Fuel and Oil 296,500$ 9.6% Meters and Materials 187,100 6.0% Fleet Parts and Equipment 165,600 5.3% Infrastructure Equipment and Supplies 589,200 18.9% Chemicals 424,600 13.6% Safety Equipment 100,700 3.2% Laboratory Equipment and Supplies 50,500 1.6% Other Materials and Supplies 350,000 11.2% Building and Grounds Materials 92,500 3.0% Contracted Services 860,800 27.6% Total Expenditures 3,117,500$ 100.0% Materials and Maintenance Expenditures - Potable Budget to Budget Variance 19 This page intentionally left blank 20 FY 2022 FY 2023 FY 2023 FY 2024 31-Actual Projected Budget Budget $% Revenues Recycled Water Sales 10,042,348$ 9,486,070$ 10,217,000$ 10,906,000$ 689,000$ 6.7% Meter Fees 9,339 14,234 13,000 14,000 1,000 7.7% Non-operating Revenues - - - 40,000 40,000 100.0% Interest 28,282 110,628 52,000 115,000 63,000 121.2% Total Revenues 10,079,969 9,610,931 10,282,000 11,075,000 793,000 7.7% Expenditures Recycled Water Purchases 4,585,689 5,487,000 5,487,000 5,798,000 311,000 5.7% Labor and Benefits 1,298,378 1,197,472 1,574,400 1,547,200 (27,200) (1.7%) Administrative Expenses 459,270 462,770 572,900 547,000 (25,900) (4.5%) Materials and Maintenance 396,833 395,408 354,900 551,500 196,600 55.4% Power 528,760 540,799 590,000 616,000 26,000 4.4% 11-1311-5133Subtotal - Operations Costs 7,268,930 8,083,449 8,579,200 9,059,700 480,500 5.6% Expansion Reserve 2,041,900 542,800 542,800 - (542,800) (100.0%) Bett ResBetterment Reserve - 615,000 615,000 613,000 (2,000) (0.3%) Repl ResReplacement Reserve - 545,000 545,000 1,402,300 857,300 157.3% Subtotal - Reserve Funding 2,041,900 1,702,800 1,702,800 2,015,300 312,500 18.4% Total Expenditures 9,310,830 9,786,249 10,282,000 11,075,000 793,000 7.7% 769,139$ (175,318)$ -$ -$ -$ - Excess Revenues/Expenditures Operating Budget Summary - Recycled Budget to Budget Variance 21 FY 2021 FY 2022 FY 2024 Projected Budget Budget $% Water Sales 8,604,255$ 8,247,269$ 7,416,157$ 8,113,000$ 8,700,000$ 587,000$ 7.2% System Charges 876,898 929,628 935,640 911,000 936,000 25,000 2.7% Energy Charges 442,669 425,488 446,283 490,000 556,000 66,000 13.5% MWD Rebate 764,198 408,030 639,665 668,000 674,000 6,000 0.9% Penalties - 31,933 48,325 35,000 40,000 5,000 14.3% Total Recycled Water Sales 10,688,020$ 10,042,348$ 9,486,070$ 10,217,000$ 10,906,000$ 689,000$ 6.7% 8,700,000$ 79.7% 936,000 8.6% 556,000 5.1% 674,000 6.2% 40,000 0.4% 10,906,000$ 100.0% Water Sales: Water rates vary among classes of service and are charged per unit of water. A unit of water is equal to 100 cubic feet of water. System Charges: Each water service customer pays a monthly system charge for water system replacement, maintenance, and operation expenses. The charge is based on customer class and meter size. Energy Charges: The energy pumping charge is $ 0.089 per 100 cubic feet of water for each 100 feet of lift above the elevation of 450 feet. All water customers are in one of 29 zones based on elevation. MWD Rebate: The District receives a $185 incentive from MWD for every acre-foot (AF) of recycled water sold. Penalties: Penalties are imposed on customer accounts for late payments and returned checks. System Charges Budget to Budget Variance FY 2024 Classification of Water Sales Classification of Water Sales - Recycled FY 2023 Actual Water Sales Total Recycled Water Sales Penalties MWD Rebate Energy Charges 22 Current Proposed (1)Accounts Unit Sales Budget Recycled Non-Public Irrigation 5.36$ 5.71$ 430 803,000 4,400,000$ Recycled Commercial 4.92 5.24 1 156,000 786,000 Recycled Public Irrigation 5.47 5.82 362 629,000 3,514,000 Total 793 1,588,000 8,700,000$ Units % Recycled Non-Public Irrigation 803,000 50.6% Recycled Commercial 156,000 9.8% Recycled Public Irrigation 629,000 39.6% 1,588,000 100.0% (1)If approved, rates applied to water billed beginning January 1, 2024. FY 2024 Water Sales Summary by Customer Class - Recycled Water Rates FY 2024 Unit Sales by Customer Class (1) 23 FY 2024 FY 2023 FY 2024 Meter Size Meter Count Current Proposed(1)Budget Budget $% 0.75 11 36.06$ 38.39$ 4,000$ 4,000$ -$ - 1.00 128 48.83 51.98 75,000 76,000 1,000 1.3% 1.50 433 81.22 86.46 423,000 432,000 9,000 2.1% 2.00 204 119.74 127.46 313,000 301,000 (12,000) (3.8%) 3.00 6 262.42 279.35 14,000 18,000 4,000 28.6% 4.00 7 458.00 487.54 36,000 40,000 4,000 11.1% 6.00 3 953.41 1,014.90 21,000 35,000 14,000 66.7% 10.00 1 2,411.52 2,567.06 25,000 30,000 5,000 20.0% Total 793 911,000$ 936,000$ 25,000$ 2.7% (1)If approved, rates applied to water billed beginning January 1, 2024. System Charges - Recycled System Charges Budget to Budget Variance 24 FY 2020 FY 2021 FY 2022 FY 2024 Projected Budget Budget Recycled Non-Public Irrigation 796,764 965,690 872,845 752,965 834,700 803,000 Recycled Commercial 149,820 172,240 171,876 149,223 155,900 156,000 Recycled Public Irrigation 505,373 661,506 640,538 599,151 581,700 629,000 Total Unit Sales 1,451,957 1,799,436 1,685,259 1,501,339 1,572,300 1,588,000 FY 2020 FY 2021 FY 2022 FY 2024 Projected Budget Budget Recycled Non-Public Irrigation 379 394 409 412 411 430 Recycled Commercial 1 1 1 1 1 1 Recycled Public Irrigation 355 358 358 362 359 362 Total Meter Count 735 753 768 775 771 793 Unit Sales and Meter Count History by Customer Class - Recycled Unit Sales History in thousands and Meter Count Trends FY 2023 FY 2023 Actual Actual Unit Sales by Customer Class Meter Count by Customer Class - 200 400 600 800 100 500 900 1,300 1,700 2,100 FY 2020 Actual FY 2021 Actual FY 2022 Actual FY 2023 Projected FY 2023 Budget FY 2024 Budget MetersUnits Meter Count Unit Sales 25 Meter Size Meter Sales Installation Fee Meter Fee Total Fees Budget 0.75 2 130.80$ 275.63$ 406.43$ 1,000$ 1.00 5 130.80 355.69 486.49 2,000 1.50 8 130.80 578.13 708.93 6,000 2.00 2 130.80 828.40 959.20 2,000 3.00 1 787.54 2,581.62 3,369.16 3,000 Total 18 14,000$ FY 2024 Meter Fees: Charges collected for new water service connections. Fees vary depending upon meter size and type of service. The costs associated with meter installations are included in the Operating Expenses section of the budget. These charges are funded by developers. Historical Meter Count Meter Fees - Recycled 550 575 600 625 650 675 700 725 750 775 FY 2020 Actual FY 2021 Actual FY 2022 Actual FY 2023 Budget FY 2024 Budget 26 FY2020 FY 2021 FY 2022 FY 2024 Projected Budget Budget Water Sales 6,481,692$ 8,604,255$ 8,247,269$ 7,416,157$ 8,113,000$ 8,700,000$ System Charges 833,113 876,898 929,628 935,640 911,000 936,000 Energy Charges 331,188 442,669 425,488 446,283 490,000 556,000 MWD and CWA Rebates(1)1,283,359 764,198 408,030 639,665 668,000 674,000 Penalties 24,129 - 31,933 48,325 35,000 40,000 Total Recycled Revenues 8,953,481$ 10,688,020$ 10,042,348$ 9,486,070$ 10,217,000$ 10,906,000$ (1)Incentive from MWD and CWA for providing recycled water. The District receives $200 from CWA and $185 from MWD for every acre-foot (AF) of recycled water sold. As of FY 2021, the District was no longer eligible for the rebate from CWA. Revenue History - Recycled Revenue History - Recycled, in millions ($) FY 2023 Actual $- $2 $4 $6 $8 $10 $12 FY 2020 Actual FY 2021 Actual FY 2022 Actual FY 2023 Projected FY 2023 Budget FY 2024 Budget Water Sales System Charges Energy Charges MWD and CWA Rebates Penalties 27 FY 2024 FY 2024 Projected Budget Budget Projected Budget Budget $ % Rate Per Acre-Foot 989.00$ 974.00$ 1,016.00$ 42.00$ 4.3% Recycled Water Purchases 2,481.6 2,685.7 2,697.2 2,454,255$ 2,616,000$ 2,733,000$ 117,000$ 4.5% Meter Fee 26,513 27,000 28,000 1,000 3.7% Take-or-pay contract (1)3,042.4 2,838.3 2,916.8 3,008,981 2,844,000 3,037,000 193,000 6.8% Total 5,524.0 5,524.0 5,614.0 5,487,000$ 5,487,000$ 5,798,000$ 311,000$ 5.7% Average Cost Per Acre-Foot (Effective Rate)2,211$ 2,043$ 2,150$ (1) This is the anticipated take-or-pay amount to be paid to the City of San Diego. The contract requires the purchase of a minimum volume of water. The District does not anticipate meeting the minimum, therefore a payment would be due to the City of San Diego. HISTORICAL RECYCLED WATER PURCHASES, IN ACRE-FEET Water Purchases - Recycled FY 2023 Purchase Costs Budget to Budget Variance FY 2023 Acre-Feet - 500 1,000 1,500 2,000 2,500 3,000 3,500 4,000 FY 2020 Actual FY 2021 Actual FY 2022 Actual FY 2023 Projected FY 2023 Budget FY 2024 Budget 28 FY 2020 FY 2021 FY 2022 FY 2024 Budget Projected Budget $ % Total Power Costs 522,863$ 551,075$ 528,760$ 590,000$ 540,799$ 616,000$ 26,000$ 4.4% Power Costs - Recycled Budget to Budget Variance Historical Power Costs, in thousands ($) Actual FY 2023 $0 $100 $200 $300 $400 $500 $600 $700 FY 2020 Actual FY 2021 Actual FY 2022 Actual FY 2023 Projected FY 2023 Budget FY 2024 Budget 29 FY 2022 FY 2023 FY 2024 Actual Budget Budget $% Administrative Expenditures Miscellaneous Office & Field Equipment 15,531$ 12,400$ 21,900$ 9,500$ 76.6% Fees 34,580 39,000 54,700 15,700 40.3% Services 163,188 207,700 205,100 (2,600) (1.3%) Insurance and Legal 14,847 50,000 5,000 (45,000) (90.0%) Subtotal before Overhead 228,146 309,100 286,700 (22,400) (7.2%) Add: Overhead Allocation 231,124 263,800 260,300 (3,500) (1.3%) Total Expenditures 459,270$ 572,900$ 547,000$ (25,900)$ (4.5%) Misc. Office/Field Equip.21,900$ 4.0% Fees 54,700 10.0% Services 205,100 37.5% Insurance and Legal 5,000 0.9% Overhead Allocation 260,300 47.6% Total Expenditures 547,000$ 100.0% FY 2024 Administrative Expenditures - Recycled Budget to Budget Variance Administrative Expenditures - Recycled 30 FY 2022 FY 2023 FY 2023 FY 2024 Actual Projected Budget Budget $% Materials and Maintenance Fuel and Oil 19,900$ 20,000$ 20,000$ 20,000$ -$ - Meters and Materials 8,827 7,716 8,600 13,800 5,200 60.5% Infrastructure Equipment and Supplies 142,685 96,892 95,700 116,100 20,400 21.3% Chemicals 190,441 224,941 196,000 353,500 157,500 80.4% Safety Equipment 280 364 4,100 8,200 4,100 100.0% Laboratory Equipment and Supplies 2,665 5,099 5,100 5,400 300 5.9% Other Materials and Supplies 15,254 16,989 9,500 18,500 9,000 94.7% Contracted Services 16,781 23,407 15,900 16,000 100 0.6% Total Expenditures 396,833$ 395,408$ 354,900$ 551,500$ 196,600$ 55.4% FY 2024 Materials and Maintenance Expenditures - Recycled Fuel and Oil 20,000$ 3.6% Meters and Materials 13,800 2.5% Infrastructure Equipment and Supplies 116,100 21.0% Chemicals 353,500 64.1% Safety Equipment 8,200 1.5% Laboratory Equipment & Supplies 5,400 1.0% Other Materials and Supplies 18,500 3.4% Contracted Services 16,000 2.9% Total Expenditures 551,500$ 100.0% Materials and Maintenance Expenditures - Recycled Budget to Budget Variance 31 This page intentionally left blank 32 FY 2022 FY 2023 FY 2023 FY 2024 21-Actual Projected Budget Budget $% Revenues Sewer Revenues 3,085,044$ 3,297,202$ 3,284,000$ 3,468,000$ 184,000$ 5.6% Capacity Fee Revenues 14,775 7,022 - - - - Availability Fees 52,920 53,000 57,000 53,000 (4,000) (7.0%) Non-operating Revenues 9,983 18,232 16,000 18,000 2,000 12.5% Interest 3,004 31,625 11,000 41,000 30,000 272.7% Total Revenue 3,165,726 3,407,081 3,368,000 3,580,000 212,000 6.3% Expenditures Labor and Benefits 757,608 710,201 1,179,400 1,084,900 (94,500) (8.0%) Administrative Expenses 232,254 164,146 240,900 243,400 2,500 1.0% Materials and Maintenance 900,151 1,200,784 1,101,300 1,155,900 54,600 5.0% Power 159,568 167,961 167,000 182,000 15,000 9.0% 11-1311-5133Subtotal - Operations Costs 2,049,581 2,243,093 2,688,600 2,666,200 (22,400) (0.8%) DSGeneral Fund Reserve 90,500 40,400 40,400 -(40,400)(100.0%) Expansion Reserve 25,000 142,000 142,000 70,000 (72,000) (50.7%) Bett Res Betterment Reserve 290,000 210,000 210,000 146,000 (64,000) (30.5%) Repl Res Replacement Reserve 68,000 268,000 268,000 697,800 429,800 160.4% Transfer to Rate Stabilization Fund 21,000 19,000 19,000 - (19,000)(100.0%) Subtotal - Reserve Funding 494,500 679,400 679,400 913,800 234,400 34.5% Total Expenditures 2,544,081 2,922,493 3,368,000 3,580,000 212,000 6.3% 621,645$ 484,588$ -$ -$ -$ - Excess Revenue/(Expenditures) Operating Budget Summary - Sewer Budget to Budget Variance 33 FY 2020 FY 2021 FY 2022 FY 2024 Projected Budget Budget Sewer Charges 2,876,592$ 2,863,846$ 3,057,053$ 3,270,762$ 3,262,000$ 3,444,000$ Penalties 16,291 1,788 27,991 26,440 22,000 24,000 Total 2,892,883$ 2,865,634$ 3,085,044$ 3,297,202$ 3,284,000$ 3,468,000$ Revenue History - Sewer, in thousands ($) Revenue History - Sewer FY 2023 Actual $1,000 $1,500 $2,000 $2,500 $3,000 $3,500 FY 2020 Actual FY 2021 Actual FY 2022 Actual FY 2023 Projected FY 2023 Budget FY 2024 Budget Sewer Charges Series2Penalties 34 FY 2024 FY 2024 Accounts Current Proposed(1)Budget Projected Budget $% Residential 4,613 3.25$ 3.40$ 1,604,000$ 1,608,300$ 1,689,000$ 85,000$ 5.3% Multi-Residential 50 3.25 3.40 229,000 229,600 248,000 19,000 8.3% Commercial Low Strength 46 3.25 3.40 63,000 63,200 67,000 4,000 6.3% Medium Strength 13 3.69 3.87 41,000 41,100 46,000 5,000 12.2% High Strength 7 5.20 5.45 26,000 26,100 25,000 (1,000) (3.8%) Schools 6 3.25 3.40 87,000 87,200 100,000 13,000 14.9% Churches 4 3.25 3.40 9,000 9,000 10,000 1,000 11.1% Subtotal Commercial 76 226,000 226,600 248,000 22,000 9.7% Total Sewer Charges 4,739 2,059,000$ 2,064,500$ 2,185,000$ 126,000$ 6.1% Single-Family 1,689,000$ 77.2% Multi-Family 248,000 11.4% Commercial 248,000 11.4% 2,185,000$ 100.0% (1)Proposed rates for sewer billed beginning in January 2024. FY 2024 Charges Summary by Customer Class Charges Summary by Customer Class - Sewer Usage Rate Budget to Budget VarianceFY 2023 35 FY 2024 Current Proposed(1)FY 2023 FY 2024 Meter Size Accounts Charges Charges Budget Budget $ % Residential 4,613 18.13$ 18.99$ 982,000$ 1,027,000$ 45,000$ 4.6% Multi-Residential/Commercial 0.75 24 18.13 18.99 5,000 5,000 - - 1.00 5 45.30 47.45 3,000 3,000 - - 1.50 21 90.58 94.88 22,000 23,000 1,000 4.5% 2.00 62 144.92 151.80 105,000 111,000 6,000 5.7% 3.00 6 271.74 284.65 19,000 20,000 1,000 5.3% 4.00 6 452.90 474.41 32,000 33,000 1,000 3.1% 6.00 1 905.79 948.82 11,000 11,000 - - 10.00 1 2,083.35 2,182.31 24,000 26,000 2,000 8.3% Total System Charges 4,739 1,203,000$ 1,259,000$ 56,000$ 4.7% (1)Proposed rates for sewer billed beginning in January 2024. System Charges - Sewer Budget to Budget Variance 36 FY 2020 FY 2021 FY 2022 FY 2024 Projected Budget Budget $ % Total Power Cost 152,461$ 124,717$ 159,568$ 167,961$ 167,000$ 182,000$ 14,039$ 8.4% Power Costs - Sewer Budget to Budget Variance Historical Power Costs, in thousands ($) FY 2023 Actual $20 $60 $100 $140 $180 FY 2020 Actual FY 2021 Actual FY 2022 Actual FY 2023 Projected FY 2023 Budget FY 2024 Budget 37 FY 2022 FY 2023 FY 2023 FY 2024 Actual Projected Budget Budget $ % Administrative Expenditures Memberships and Dues 2,886$ 3,505 3,500$ 4,000 500$ 14.3% Miscellaneous Office & Field Equipment 2,046 900 2,400 2,400 - - Fees 5,064 5,253 5,300 5,500 200 3.8% Services 72,992 39,453 31,200 50,600 19,400 62.2% Bad Debt Expense 16,117 - 2,000 2,000 - - Total 99,105 49,111 44,400 64,500 20,100 45.3% Add: Overhead Allocation 133,149 115,035 196,500 178,900 (17,600) (9.0%) Total Expenditures 232,254$ 164,146$ 240,900$ 243,400$ 2,500$ 1.0% FY 2024 Administrative Expenditures - Sewer Memberships and Dues 4,000$ 1.5% Misc. Office & Field Equipment 2,400 1.0% Fees 5,500 2.3% Services 50,600 20.9% Bad Debt Expense 2,000 0.8% Overhead Allocation 178,900 73.5% Total Expenditures 243,400$ 100.0% Administrative Expenditures - Sewer Budget to Budget Variance 38 FY 2022 FY 2023 FY 2024 Actual Budget Budget $ % Materials and Maintenance Fleet Parts and Equipment 3,054$ 8,000$ 8,000$ $ - - Infrastructure Equipment and Supplies 112,327 103,000 102,400 (600) (0.6%) Chemicals 13,525 24,000 29,700 5,700 23.8% Laboratory Equipment and Supplies 4,595 6,600 7,000 400 6.1% Other Materials and Supplies 33 600 600 - - Contracted Services 63,648 45,100 44,200 (900) (2.0%) Subtotal Materials and Maintenance 197,182 187,300 191,900 4,600 2.5% Metro O&M Costs 531,868 704,000 735,000 31,000 4.4% Spring Valley Sewer Charge 171,101 210,000 229,000 19,000 9.0% Subtotal Sewer Charges 702,969 914,000 964,000 50,000 5.5% Total Expenditures 900,151$ 1,101,300$ 1,155,900$ 54,600$ 5.0% FY 2024 Materials and Maintenance Expenditures - Sewer Fleet Parts and Equipment 8,000$ 0.7% Infrastructure Equipment and Supplies 102,400 8.9% Chemicals 29,700 2.6% Laboratory Equipment and Supplies (1)7,600 0.7% Contracted Services 44,200 3.8% Metro O&M Costs 735,000 63.5% Spring Valley Sewer Charge 229,000 19.8% Total Expenditures 1,155,900$ 100.0% Includes Other Materials & Supplies. Materials and Maintenance Expenditures - Sewer Budget to Budget Variance (1) 39 This page intentionally left blank 40 FY 2022 FY 2023 FY 2024 Actual Budget Budget $% Fee Revenues Capacity Fee Revenues 2,551,404$ 2,311,000$ 2,352,000$ 41,000$ 1.8% Subtotal Fee Revenues 2,551,404 2,311,000 2,352,000 41,000 1.8% Tax Revenues 1% General Tax 4,761,324 4,599,000 5,500,000 901,000 19.6% Availability Fees 740,928 711,000 743,000 32,000 4.5% Subtotal Tax Revenues 5,502,252 5,310,000 6,243,000 933,000 17.6% General Revenue 8,053,656$ 7,621,000$ 8,595,000$ 974,000$ 12.8% FY 2022 FY 2023 FY 2024 Actual Budget Budget $% Property Rental 1,682,270$ 1,666,000$ 1,700,000$ 34,000$ 2.0% Sewer Billing Fees 458,205 477,000 516,000 39,000 8.2% Set-up Fee for Lease Site 9,000 - - - - Revenue from Shared Facility (11,718) 16,000 18,000 2,000 12.5% Miscellaneous (2)4,331,947 364,100 536,600 172,500 47.4% Non-Operating Revenue 6,469,704$ 2,523,100$ 2,770,600$ 247,500$ 9.8% Potable Recycled Sewer Total Capacity Fee Revenues 2,352,000$ -$ -$ 2,352,000$ 1% General Tax 5,500,000 - - 5,500,000 Availability Fees 690,000 - 53,000 743,000 Property Rental 1,700,000 - - 1,700,000 Sewer Billing Fees 516,000 - - 516,000 Grants 334,600 40,000 - 374,600 Revenue from Shared Facility - - 18,000 18,000 Miscellaneous 162,000 - - 162,000 Total General and Non-Operating Revenue 11,254,600$ 40,000$ 71,000$ 11,365,600$ (1)For General and Non-Operating Revenues, the Potable Fund serves as the District's General Fund for accounting purposes. (2)In FY 2022, the District received a settlement refund of $3,270,450 from CWA after a favorable judgement was awarded to CWA against MWD for overcharging prior years' water rates. FY 2024 Non-Operating Revenues(1) Budget to Budget Variance General and Non-Operating Revenues by Fund (1) General Revenues General Revenues(1) Budget to Budget Variance 41 FY 2022 FY 2023 FY 2024 Actual Budget Budget $ % General Expense Labor and Benefits (1), (2)1,043,482$ 2,029,700$ 2,351,600$ 321,900$ (15.9%) Administrative Expenditures Insurance expenses 1,115,017 1,554,500 1,813,000 258,500 16.6% Legal expenses 603,241 455,000 357,000 (98,000) (21.5%) Total General Expense 2,761,740$ 4,039,200$ 4,521,600$ 482,400$ 11.9% FY 2022 Actual FY 2023 Budget FY 2024 Budget OPEB net of employee contributions(2) $ - $- $ 1,182,000 OPEB/PERS advance funding 989,000 2,080,900 1,270,000 Cost of Living Adjustment & Benefits 269,082 177,600 195,500 Vacancy Adjustment (214,600) (228,800) (295,900) Total $ 1,043,482 $ 2,029,700 $ 2,351,600 General Expense Budget to Budget Variance (1)Includes District-wide labor and benefit costs not attributable to any one department, such as the effect of cost of living raises on accrued leave liabilities or the Other Post Employment Benefit (OPEB) costs. These costs are netted against the District's anticipated Vacancy Factor. The Vacancy Factors for FY 2023 and FY 2024 are $228,800 and $295,900, respectively. Additionally, the labor and benefits shown on this schedule are related to operating costs and does not include CIP labor and benefit costs. (2)In FY 2022 and FY 2023, the District's OPEB plan was fully funded; therefore, no contribution was necessary. As of July 1, 2023 the OPEB plan is no longer fully funded; therefore, the District’s FY 2024 budget includes reinstating the funding of the OPEB plan’s Actuarially Determined Contributions (ADC). 42 Board of Directors 249,000$ 0.6% General Manager 1,633,000 4.0% General Expense 4,521,600 11.0% Administrative Services 8,243,900 20.0% Finance 6,666,800 16.3% Water Operations 14,501,300 35.4% Engineering 5,205,000 12.7% 41,020,600$ 100.0% Departmental Operating Budgets Total FY 2024 Departmental Operating Budgets $41,020,600 43 FY 2022 FY 2024 Actual Projected Budget Budget $% Labor Costs 12,914,585$ 13,510,100$ 14,345,300$ 14,659,800$ 314,500$ 2.2% Benefits Pension 2,971,789 3,191,100 3,383,300 3,458,600 75,300 2.2% Employee Assistance Program 3,192 3,700 4,000 3,400 (600) (15.0%) Workers' Compensation 319,929 218,400 311,100 239,900 (71,200) (22.9%) Health/Dental/Life Insurance/Advance Funding to PERS/OPEB(1)5,286,121 5,620,700 5,482,300 6,159,400 677,100 12.4% Social Security/Medicare 1,046,877 1,120,800 1,203,700 1,240,700 37,000 3.1% Salary Continuation Insurance 62,297 63,700 62,300 64,700 2,400 3.9% State Unemployment Insurance 12,041 - 20,000 20,000 - - Vacation/Sick/Holiday/Other Leave 2,639,015 2,723,200 2,830,300 2,876,700 46,400 1.6% Total Benefits 12,341,261 12,941,600 13,297,000 14,063,400 766,400 5.8% Total Labor and Benefits 25,255,846 26,451,700 27,642,300 28,723,200 1,080,900 3.9% Less: Non-Operating Labor and Benefits Labor Costs 1,123,156 1,129,100 1,236,300 1,211,000 (25,300) (2.0%) Benefits Allocation 694,169 654,500 777,700 772,000 (5,700) (0.7%) Total Non-Operating Labor and Benefits 1,817,325 1,783,600 2,014,000 1,983,000 (31,000) (1.5%) Operating Labor & Benefits 23,438,521 24,668,100 25,628,300 26,740,200 1,111,900 4.3% Overhead Allocation (115% of labor costs)1,291,629 1,298,500 1,422,100 1,392,800 (29,300) (2.1%) Admin Overhead (36.85%)475,965 478,500 523,800 513,200 (10,600) (2.0%) Less: Non-operating labor overhead (815,664) (820,000) (898,300) (879,600) 18,700 (2.1%) Net Operating Labor and Benefits $ 22,622,857 $ 23,848,000 $ 24,730,000 $ 25,860,600 $ 1,130,600 4.6% (1)Includes the following advance fundings to the District's pension and retiree healthcare plans: FY 2022 Actual FY 2023 Projected FY 2023 Budget FY 2024 Budget Advance Funding to OPEB/PERS 989,000$ 2,314,000$ 2,080,900$ 1,270,000$ Labor and Benefits Budget to Budget VarianceFY 2023 140 143 144 0 20 40 60 80 100 120 140 160 Full - Time Equivalent (FTE) FY 2024 FY 2023 FY 2022 Budget Actual 44 Potable Recycled Sewer Developer Reimbursed CIP Total Operating Labor Costs 12,412,400$ 614,300$ 422,100$ -$ 13,448,800$ Benefits 12,448,300 486,800 356,300 - 13,291,400 Overhead Allocation-Personnel (1,632,200) 446,100 306,500 - (879,600) Total Operating Labor and Benefits 23,228,500 1,547,200 1,084,900 - 25,860,600 CIP Labor Costs 696,400 115,200 35,900 363,500 1,211,000 Benefits 438,100 72,200 22,600 239,100 772,000 Overhead Allocation-Personnel 505,800 83,700 26,100 264,000 879,600 Total CIP Labor and Benefits 1,640,300 271,100 84,600 866,600 2,862,600 Total Labor and Benefits 24,868,800$ 1,818,300$ 1,169,500$ 866,600$ 28,723,200$ Potable-Operating 23,228,500$ 80.9% Potable-CIP 1,640,300 5.7% Sewer-Operating 1,084,900 3.8% Sewer-CIP 84,600 0.3% Recycled-Operating 1,547,200 5.4% Recycled-CIP 271,100 0.9% Developer Reimbursed-CIP 866,600 3.0% Total Labor and Benefits 28,723,200$ 100.0% Labor and Benefits by Fund - Fiscal Year 2024 45 General Manager General Manager 1 1 1 District Secretary 1 1 1 Communications Officer 1 1 1 Communications Assistant 1 1 1 Total FTE - General Manager Department 4 4 4 Administrative Services Chief, Administrative Services 1 1 1 Confidential Executive Assistant 1 1 1 Administrative Services 2 2 2 Human Resources Human Resources Manager 1 1 1 Senior Human Resources Analyst 2 2 2 HR Assistant I and II 1 1 1 Human Resources 4 4 4 Purchasing Purchasing and Facilities Manager 1 1 1 Senior Procurement & Contracting Analyst 1 1 1 Warehouse Technician 1 1 1 Facilities Maintenance Technician 2 2 2 Purchasing 5 5 5 Safety Safety & Security Specialist 1 1 1 Safety 1 1 1 Information Technology/GIS IT Manager 1 1 1 GIS Manager 1 1 1 GIS Programmer Analyst 1 1 1 GIS Analyst 1 1 1 GIS Technician 1 1 1 Network Engineer 1 1 1 Database Administrator 1 1 1 Business Systems Technician 1 1 1 System Support Analyst 1 1 1 Business Systems Analyst I and II 2 2 2 Information Technology/GIS 11 11 11 Total FTE - Administrative Services Department 23 23 23 Position Count by Department FY 2024FY 2022 FY 2023 46 Position Count by Department FY 2024FY 2022 FY 2023 Finance Chief Financial Officer 1 1 1 Assistant Chief, Finance 1 1 1 Executive Assistant 1 1 1 Department Assistant 1 1 1 Finance 4 4 4 Controller and Budgetary Services Senior Accountant 2 2 2 Accountant 1 1 1 Accounting Technician 1 1 1 Controller and Budgetary Services 4 4 4 Treasury and Accounting Services Finance Manager, Treasury and Accounting 1 1 1 Senior Accountant 2 2 2 Accountant 1 1 1 Accounting Technician 1 1 1 Treasury and Accounting Services 5 5 5 Customer Service Customer Service Manager 1 1 1 Customer Service Supervisor 1 1 1 Lead Customer Service Representative 1 1 1 Customer Service Representative I and II 6 6 6 Customer Service 9 9 9 Meter Services Meter Services Supervisor 1 1 1 Lead Meter Maintenance/Cross Connection Worker 1 1 1 Meter Maintenance Worker I and II 3 3 3 Lead Customer Service Field Representative 1 1 1 Customer Service Field Representative I and II 3 3 3 Meter Services 9 9 9 Total FTE - Finance Department 31 31 31 Operations Chief, Water Operations 1 1 1 Executive Assistant 1 1 1 Asset Management Specialist 0 0 1 Operations 2 2 3 47 Position Count by Department FY 2024FY 2022 FY 2023 Operations (continued) Water System Operations System Operations Manager 1 1 1 Water Systems Supervisor 1 1 1 Lead Water Systems Operator 2 2 2 Water Systems Operator I, II, and III 8 8 8 Senior Disinfection Technician 1 1 1 Disinfection Technician 1 1 1 Water System Operations 14 14 14 Reclamation Operations Reclamation Plant Supervisor 1 1 1 Lead Reclamation Plant Operator 1 1 1 Reclamation Plant Operator I, II, and III 2 2 2 Laboratory Analyst 2 2 2 Reclamation Operations 6 6 6 Utility Maintenance/Construction Utility Services Manager 1 1 1 Utility Maintenance Supervisor 1 1 1 Utility Maintenance Assistant Supervisor 1 1 1 Utility Crew Leader 3 3 3 Utility Workers I and II 9 12 12 Senior Utility/Equipment Operator 4 4 4 Valve Maintenance Worker 1 0 0 SCADA/Pump/Electrical Supervisor 1 1 1 Senior SCADA Instrumentation Technician 2 2 2 SCADA Instrumentation Technician 1 1 1 Electrician I and II 2 2 2 Pump Mechanic I and II 2 2 2 Fleet Maintenance Supervisor 1 1 1 Equipment Mechanic I and II 3 3 3 Utility Maintenance/Construction 32 34 34 Total FTE - Operations Department 54 56 57 Engineering Chief, Engineering 1 1 1 Executive Assistant 1 1 1 Department Assistant 1 1 1 Engineering 3 3 3 Water Resources, Planning, Design & Environmental Engineering Manager 1 1 1 Senior Civil Engineer 3 3 3 Environmental Compliance Specialist 1 1 1 Senior Engineering Technician 1 1 1 Engineering Design Technician 1 1 1 Water Resources, Planning, Design & Environmental 7 7 7 48 Position Count by Department FY 2024FY 2022 FY 2023 Engineering (continued) Public Services, Survey, Inspection, & Recycled Water Program Engineering Manager 1 1 1 Field Services Manager 1 1 1 Permit Technician 2 2 2 Recycled Water Program Supervisor 1 1 1 Lead Recycled Water Specialist 1 0 0 Recycled Water Specialist 3 4 4 Inspection Supervisor 1 0 0 Lead Construction Inspector 1 1 1 Construction Inspector I and II 3 4 4 Construction Technician 0 1 1 Supervising Land Surveyor 1 1 1 Senior Utility Locator 1 0 2 Utility Locator 2 3 1 Public Services, Survey, Inspection, & Recycled Water Program 18 19 19 Total FTE - Engineering Department 28 29 29 District Total FTE Position Count 140 143 144 Contract / Temporary Employees GIS Intern 0.50 0 0 Human Resources Analyst 0.50 0 0.05 Senior SCADA Instrumentation Technician 0 0.50 0 Water Conservation Intern 0 0.50 0.50 Total Contract/Temporary Employees 1.00 1.00 0.55 General Manager 4 2.8% Administrative Services 23 16.0% Finance 31 21.5% Operations 57 39.6% Engineering 29 20.1% Total 144 100.0% 140 143 144 125 130 135 140 145 150 FY 2022 Actual FY 2023 Actual FY 2024 Budget Full-Time Equivalent (FTE)Position Count by Department 49 This page intentionally left blank 50 FY 2022 FY 2023 FY 2024 Budget to Budget Actual Budget Budget Variance Departmental Expenditures Board of DirectorsBoard of Directors 182,093$ 239,000$ 249,000$ 10,000$ General ManagerGeneral Manager 1,405,895 1,638,600 1,633,000 (5,600) General ExpenseGeneral Expense 2,761,740 4,039,200 4,521,600 482,400 Administrative ServicesAdministrative Services 7,132,130 7,849,000 8,243,900 394,900 FinanceFinance 6,239,544 6,561,500 6,666,800 105,300 Water OperationsWater Operations 11,466,899 12,973,100 14,501,300 1,528,200 EngineeringEngineering 4,291,742 5,042,300 5,205,000 162,700 Total Departmental ExpendituresTotal Departmental Expenditures 33,480,043 38,342,700 41,020,600 2,677,900 Less: Overhead Allocation (1,291,629) (1,422,100) (1,392,800) 29,300 Net Departmental Expenditures 32,188,413 36,920,600 39,627,800 2,707,200 Non-Departmental Expenditures & Reserve Funding Water Purchases 60,935,637 63,777,000 68,378,000 4,601,000 Power 3,679,023 3,893,000 4,285,000 392,000 Subtotal Non-Departmental Expenditures 64,614,660 67,670,000 72,663,000 4,993,000 General Fund Reserve 90,500 40,400 - (40,400) Expansion Reserve 2,066,900 684,800 4,320,000 3,635,200 Betterment Reserve 735,000 4,890,000 2,562,000 (2,328,000) Replacement Reserve 11,986,900 8,393,600 8,774,800 381,200 Transfer to Rate Stabilization Fund 21,000 19,000 - (19,000) Subtotal Reserve Funding 14,900,300 14,027,800 15,656,800 1,629,000 Total Operating Expenditures 111,703,373$ 118,618,400$ 127,947,600$ 9,329,200$ Operating Expenditures by Department 51 FY 2022 FY 2023 FY 2024 Budget to Budget Actual Budget Budget Variance Departmental Expenditures Labor and Benefits 22,200,363$ 25,628,300$ 26,740,200$ 1,111,900$ Director's Fees 55,632 84,000 75,000 (9,000) Travel and Conferences 96,910 181,600 254,700 73,100 Memberships and Dues 82,729 95,500 98,800 3,300 Conservation and Outreach 125,816 138,200 145,500 7,300 General Office Expense 250,436 268,000 304,800 36,800 IT Hardware, Software & Communication 1,318,028 1,439,600 1,690,000 250,400 Misc Office & Field Equipment 118,881 127,400 174,200 46,800 Fees 2,714,233 3,175,500 3,306,200 130,700 Services 2,197,989 2,723,100 3,019,800 296,700 Training 153,465 208,800 290,700 81,900 Materials & Maintenance 3,181,452 3,218,600 3,860,900 642,300 Utilities 17,747 18,100 23,800 5,700 Sewer Charges 702,969 914,000 964,000 50,000 Bad Debt Expense 263,393 122,000 72,000 (50,000) Total Departmental Expenditures 33,480,043 38,342,700 41,020,600 2,677,900 Less: Overhead Allocation (1,291,629) (1,422,100) (1,392,800) 29,300 Net Departmental Expenditures 32,188,413 36,920,600 39,627,800 2,707,200 Non-Departmental Expenditures & Reserve Funding Water Purchases 60,935,637 63,777,000 68,378,000 4,601,000 Power 3,679,023 3,893,000 4,285,000 392,000 Subtotal Non-Departmental Expenditures 64,614,660 67,670,000 72,663,000 4,993,000 General Fund Reserve 90,500 40,400 - (40,400) Expansion Reserve 2,066,900 684,800 4,320,000 3,635,200 Betterment Reserve 735,000 4,890,000 2,562,000 (2,328,000) Replacement Reserve 11,986,900 8,393,600 8,774,800 381,200 Transfer to Rate Stabilization Fund 21,000 19,000 - (19,000) Subtotal Reserve Funding 14,900,300 14,027,800 15,656,800 1,629,000 Total Operating Expenditures 111,703,373$ 118,618,400$ 127,947,600$ 9,329,200$ Operating Expenditures by Object 52 FY 2022 FY 2023 FY 2024 Actual Budget Budget $% Administrative Expenditures Directors' Fees 55,632$ 84,000$ 75,000$ (9,000)$ (10.7%) Travel and Conferences 96,910 181,600 254,700 73,100 40.3% Memberships and Dues 82,729 95,500 98,800 3,300 3.5% Conservation and Outreach 125,816 138,200 145,500 7,300 5.3% General Office Expenses 250,436 268,000 304,800 36,800 13.7% IT Hardware, Software & Communication 1,318,028 1,439,600 1,690,000 250,400 17.4% Miscellaneous Office & Field Equipment 118,881 127,400 174,200 46,800 36.7% Fees 995,975 1,166,000 1,136,200 (29,800) (2.6%) Services 2,197,989 2,723,100 3,019,800 296,700 10.9% Training 153,465 208,800 290,700 81,900 39.2% Utilities 17,747 18,100 23,800 5,700 31.5% Insurance and Legal 1,718,258 2,009,500 2,170,000 160,500 8.0% Bad Debt Expense 263,393 122,000 72,000 (50,000) (41.0%) Subtotal before Overhead 7,395,259 8,581,800 9,455,500 873,700 10.2% Less: Overhead Allocation (475,965) (524,100) (513,200) 10,900 2.1% Total Expenditures 6,919,294$ 8,057,700$ 8,942,300$ 884,600$ 11.0% 4,702,612$ 5,605,400$ 11,625,500$ FY 2024 Total Administrative Expenditures Directors' Fees 75,000$ 0.9% Travel and Conferences 254,700 2.7% Memberships and Dues 98,800 1.0% Conservation and Outreach 145,500 1.5% General Office Expense 304,800 3.2% IT Hardware, Software & Comm 1,690,000 17.9% Misc Office & Field Equipment 174,200 1.8% Fees 1,136,200 12.0% Services 3,019,800 31.9% Training 290,700 3.1% Utilities 23,800 0.3% Insurance and Legal 2,170,000 22.9% Bad Debt Expense 72,000 0.8% 9,455,500 100.0% Less: Overhead Allocation (513,200) Total Administrative Expenditures 8,942,300$ Administrative Expenditures - Total Budget to Budget Variance 18% 2% 12% 32% 3% 23% 10% IT Hardware, Software & Comm Services Fees Insurance and legal 53 FY 2022 FY 2023 FY 2024 Actual Budget Budget $ % Materials and Maintenance Fuel and Oil 331,112$ 326,200$ 316,500$ (9,700)$ (3.0%) Meters and Materials 169,153 156,200 200,900 44,700 28.6% Fleet Parts and Equipment 126,370 169,600 173,600 4,000 2.4% Infrastructure Equipment and Supplies 654,784 627,600 807,700 180,100 28.7% Chemicals 379,838 467,200 807,800 340,600 72.9% Safety Equipment 100,529 67,100 108,900 41,800 62.3% Laboratory Equipment and Supplies 65,227 67,200 62,900 (4,300) (6.4%) Other Materials and Supplies 297,128 306,200 369,100 62,900 20.5% Building and Grounds Materials 87,879 82,500 92,500 10,000 12.1% Contracted Services 969,432 948,800 921,000 (27,800) (2.9%) Subtotal Materials and Maintenance 3,181,452 3,218,600 3,860,900 642,300 20.0% Sewer Charges Metro O&M Costs 531,868 704,000 735,000 31,000 4.4% Spring Valley Sewer Charge 171,101 210,000 229,000 19,000 9.0% Subtotal Sewer Charges 702,969 914,000 964,000 50,000 5.5% Total Expenditures 3,884,421$ 4,132,600$ 4,824,900$ 692,300$ 16.8% FY 2024 Materials and Maintenance Expenditures Fuel and Oil 316,500$ 6.6% Meters and Materials 200,900 4.2% Fleet Parts and Equipment 173,600 3.6% Infrastructure Equipment & Supplies 807,700 16.7% Chemicals 807,800 16.7% Safety Equipment 108,900 2.3% Laboratory Equipment & Supplies 62,900 1.3% Other Materials & Supplies 369,100 7.6% Building and Grounds Materials 92,500 1.9% Contracted Services 921,000 19.1% Metro and County Sewer Charges 964,000 20.0% Total Materials and Maintenance Expenditures 4,824,900$ 100.0% Materials and Maintenance Expenditures - Total Budget to Budget Variance 6%4% 4% 17% 17% 2%1%8% 2% 19% 20% Sewer Charges Chemicals Contracted Services Infrastructure, Equipment & Supplies 54 FY 2022 FY 2023 FY 2024 Actual Budget Budget $% Board of Directors 182,093$ 239,000$ 249,000$ 10,000$ 4.2% Total Expenses 182,093 239,000 249,000 10,000 4.2% FY 2022 FY 2023 FY 2024 Actual Budget Budget $% Benefits 103,255 121,000 121,000 - - Director's Fees 55,632 84,000 75,000 (9,000) (10.7%) Travel and Conferences 23,206 34,000 53,000 19,000 55.9% Total Expenses 182,093$ 239,000$ 249,000$ 10,000$ 4.2% Department Object Board of Directors Budget to Budget Variance Budget to Budget Variance 55 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 103,255 $ 121,000 $ 121,000 $ - Administrative Expenses Mileage 1,488 6,000 5,000 (1,000) Travel 6,966 7,500 25,000 17,500 Conferences and Seminars 14,040 16,500 19,500 3,000 Business Meetings 712 4,000 3,500 (500) Director's Fees 55,632 84,000 75,000 (9,000) Total Administrative Expenses 78,838 118,000 128,000 10,000 Total Expenses $ 182,093 $ 239,000 $ 249,000 $ 10,000 FY 2023 OTAY WATER DISTRICT DIVISION 1111 - BOARD OF DIRECTORS FISCAL YEAR 2024 BUDGET 56 FY 2022 FY 2023 FY 2024 Actual Budget Budget $% General Manager 1,262,004$ 1,495,600$ 1,482,200$ (13,400)$ (0.9%) Conservation 143,891 143,000 150,800 7,800 5.5% Total Expenses 1,405,895 1,638,600 1,633,000 (5,600) (0.3%) -$ FY 2022 FY 2023 FY 2024 Actual Budget Budget $% Labor and Benefits 858,969 939,000 985,500 46,500 5.0% Travel and Conferences 17,098 35,200 41,200 6,000 17.0% Memberships and Dues 69,522 77,700 83,800 6,100 7.9% Conservation and Outreach 125,816 138,200 145,500 7,300 5.3% General Office Expense 1,600 5,700 6,700 1,000 17.5% Fees 58,340 116,000 66,000 (50,000) (43.1%) Services 123,083 222,300 199,800 (22,500) (10.1%) Training 1,710 4,500 4,500 - - Materials & Maintenance 149,757 100,000 100,000 - - Total Expenses 1,405,895$ 1,638,600$ 1,633,000$ (5,600)$ (0.3%) -$ -$ -$ General Manager Budget to Budget Variance Budget to Budget Variance Department Object 57 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 858,969 $ 939,000 $ 985,500 $ 46,500 Administrative Expenses Mileage 739 4,700 4,500 (200) Travel 2,975 6,700 8,700 2,000 Conferences and Seminars 7,812 8,200 9,700 1,500 Business Meetings 5,572 13,700 16,100 2,400 Memberships and Dues 66,845 75,000 80,900 5,900 Public Recognition and Awards 15,494 28,500 29,000 500 Books, Periodicals and Subscriptions 1,580 2,100 2,100 - Office Supplies 20 3,200 4,200 1,000 Postage and Delivery Charges - 400 400 - Agency Fees 58,340 116,000 66,000 (50,000) Outside Services 92,191 193,600 170,600 (23,000) General Training 1,710 4,500 4,500 - Total Administrative Expenses 253,278 456,600 396,700 (59,900) Materials and Maintenance Expenses Contracted Services 149,757 100,000 100,000 - Total Materials and Maintenance Expenses 149,757 100,000 100,000 - Total Expenses $ 1,262,004 $ 1,495,600 $ 1,482,200 $ (13,400) FY 2023 OTAY WATER DISTRICT DIVISION 1211 - GENERAL MANAGER FISCAL YEAR 2024 BUDGET 58 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Administrative Expenses Travel $ -$ 900 $ 1,200 $ 300 Conferences and Seminars - 900 900 - Business Meetings - 100 100 - Memberships and Dues 2,677 2,700 2,900 200 Incentives 2,269 11,300 11,300 - Public Recognition and Awards 1,140 6,200 9,200 3,000 Conservation Garden 106,913 92,200 96,000 3,800 Books, Periodicals and Subscriptions - - - - Outside Services 30,892 28,700 29,200 500 Total Administrative Expenses 143,891 143,000 150,800 7,800 Total Expenses $ 143,891 $ 143,000 $ 150,800 $ 7,800 FY 2023 OTAY WATER DISTRICT DIVISION 2343 - WATER CONSERVATION FISCAL YEAR 2024 BUDGET 59 FY 2022 FY 2023 FY 2024 Actual Budget Budget $% General Expense 2,158,499$ 3,584,200$ 4,164,600$ 580,400$ 16.2% Legal 603,241 455,000 357,000 (98,000) (21.5%) Total Expenses 2,761,740 4,039,200 4,521,600 482,400 11.9% FY 2022 FY 2023 FY 2024 Actual Budget Budget $% Labor and Benefits (1), (2)1,043,482 2,029,700 2,351,600 321,900 (15.9%) Insurance expenses 1,115,017 1,554,500 1,813,000 258,500 16.6% Legal expenses 603,241 455,000 357,000 (98,000) (21.5%) Total Expenses 2,761,740$ 4,039,200$ 4,521,600$ 482,400$ 11.9% FY 2022 FY 2023 FY 2024 Actual Budget Budget OPEB net of retiree contributions(2) $ - $- $ 1,182,000 OPEB/PERS advance funding 989,000 $ 2,080,900 $ 1,270,000 Cost of Living Adjustment & Benefits 269,082 177,600 195,500 Vacancy Adjustment (214,600) (228,800) (295,900) Total $ 1,043,482 $ 2,029,700 $ 2,351,600 (1)Benefits include District-wide labor and benefit costs not attributable to any one department, such as the effect of cost of living raises on accrued leave liabilities or the Other Post Employment Benefit (OPEB) costs. These costs are netted against the District's anticipated Vacancy Factor. The Vacancy Factors for FY 2023 and FY 2024 are $228,800 and $295,900, respectively. Additionally, the labor and benefits shown on this schedule are related to operating costs and does not include CIP labor and benefit costs. (2)In FY 2022 and FY 2023, the District's OPEB plan was fully funded; therefore, no contribution was necessary. As of July 1, 2023 the OPEB plan is no longer fully funded; therefore, the District’s FY 2024 budget includes reinstating the funding of the OPEB plan’s Actuarially Determined Contributions (ADC). General Expense Department Object Budget to Budget Variance Budget to Budget Variance 60 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 1,043,482 $ 2,029,700 $ 2,351,600 $ 321,900 Administrative Expenses OPS-525Insurance 1,115,017 1,554,500 1,813,000 258,500 OPS-525Legal Expenses 603,241 455,000 357,000 (98,000) Total Admin Expenses 1,718,258 2,009,500 2,170,000 160,500 Total Expenses $ 2,761,740 $ 4,039,200 $ 4,521,600 $ 482,400 FY 2023 OTAY WATER DISTRICT DIVISION 1311 - GENERAL EXPENSE (INCLUDES LEGAL) FISCAL YEAR 2024 BUDGET 61 FY 2022 FY 2023 FY 2024 Actual Budget Budget $% Administrative Chief 486,399$ 500,000$ 507,300$ 7,300$ 1.5% Human Resources 851,337 1,125,000 1,107,800 (17,200) (1.5%) Purchasing and Facilities 1,728,728 1,853,400 1,895,600 42,200 2.3% Safety and Security 433,509 422,400 506,200 83,800 19.8% IT Operations 2,543,658 2,775,700 3,053,100 277,400 10.0% Geographic Information System (GIS) 1,088,499 1,172,500 1,173,900 1,400 0.1% Total Expenses 7,132,130 7,849,000 8,243,900 394,900 5.0% FY 2022 FY 2023 FY 2024 Actual Budget Budget $% Labor and Benefits 4,400,913 4,738,000 4,799,200 61,200 1.3% Travel and Conferences 11,466 39,100 48,000 8,900 22.8% Memberships and Dues 4,470 5,100 5,200 100 2.0% General Office Expense 96,253 105,200 119,200 14,000 13.3% IT Hardware, Software & Communication 1,311,212 1,429,600 1,672,300 242,700 17.0% Misc Office & Field Equipment 37,928 37,000 44,000 7,000 18.9% Services 405,876 630,100 599,500 (30,600) (4.9%) Training 133,705 161,700 221,300 59,600 36.9% Materials & Maintenance 712,560 685,100 711,400 26,300 3.8% Power and Utilities 17,747 18,100 23,800 5,700 31.5% Total Expenses 7,132,130$ 7,849,000$ 8,243,900$ 394,900$ 5.0% Administrative Services Budget to Budget Variance Budget to Budget Variance Department Object 62 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor and Benefits Total Labor and Benefits $ 481,831 $ 495,500 $ 501,400 $ 5,900 Administrative Expenses Travel 1,414 1,000 1,500 500 Conferences and Seminars 1,145 2,000 3,000 1,000 Business Meetings 463 300 500 200 Memberships and Dues - 800 500 (300) Books, Periodicals and Subscriptions 1,546 400 400 - Total Administrative Expenses 4,568 4,500 5,900 1,400 Total Expenses $ 486,399 $ 500,000 $ 507,300 $ 7,300 FY 2023 OTAY WATER DISTRICT DIVISION 2211 - ADMINISTRATIVE SERVICES CHIEF FISCAL YEAR 2024 BUDGET 63 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 744,527 $ 885,400 $ 820,700 $ (64,700) Administrative Expenses Travel 1,948.00 2,400 4,000 1,600 Conferences and Seminars 2,538 4,000 6,900 2,900 Business Meetings 77 1,100 2,500 1,400 Memberships and Dues 1,055 800 1,700 900 Books, Periodicals and Subscriptions 1,046 1,100 2,900 1,800 Outside Services 23,472 94,500 112,700 18,200 Temporary Employment Services - 20,000 5,000 (15,000) Recruitment Expense 32,237 28,000 31,600 3,600 Tuition Reimbursement 6,530 10,000 10,000 - General Training 22,395 35,000 58,600 23,600 Employee Programs 15,389 42,700 50,900 8,200 Total Administrative Expenses 106,810 239,600 287,100 47,500 Total Expenses $ 851,337 $ 1,125,000 $ 1,107,800 $ (17,200) FY 2023 OTAY WATER DISTRICT DIVISION 2221 - HUMAN RESOURCES FISCAL YEAR 2024 BUDGET 64 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 738,032 $ 824,900 $ 853,500 $ 28,600 Administrative Expenses Conferences and Seminars 400 1,000 1,000 - Business Meetings - 200 200 - Memberships and Dues 1,263 1,100 1,100 - Office Supplies 39,002 39,400 39,400 - Postage and Delivery Charges 23,778 32,000 38,000 6,000 Printing 25,501 30,500 33,000 2,500 Maintenance and Parts 22,480 21,800 21,800 - Rents and Leases 371 1,200 1,200 - Office Furniture & Equipmt (Non-Capital)12,083 10,000 9,000 (1,000) Small Tools & Equipment 2,994 4,000 4,000 - Outside Services 149,054 176,200 186,200 10,000 Uniforms 46,064 34,000 38,000 4,000 General Training - 3,000 3,000 - Sewer 6,740 6,800 6,800 - Trash Services 11,007 11,300 17,000 5,700 Total Administrative Expenses 378,665 410,500 439,600 29,100 Materials and Maintenance Expenses Building and Grounds Materials 87,879 82,000 92,000 10,000 Contracted Services 524,152 536,000 510,500 (25,500) Total Materials and Maintenance Expenses 612,031 618,000 602,500 (15,500) Total Expenses $ 1,728,728 $ 1,853,400 $ 1,895,600 $ 42,200 FY 2023 OTAY WATER DISTRICT DIVISION 2231 - PURCHASING & FACILITIES FISCAL YEAR 2024 BUDGET 65 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 205,920 $ 207,900 $ 215,200 $ 7,300 Administrative Expenses Mileage - 200 200 - Travel - 200 200 - Conferences and Seminars 765 1,500 5,100 3,600 Business Meetings 1,957 2,000 3,000 1,000 Memberships and Dues 1,268 800 800 - Books, Periodicals and Subscriptions 881 800 4,500 3,700 Outside Services 20,032 56,900 62,500 5,600 Health Exams 22,148 25,000 27,500 2,500 Required Training 80,009 60,000 70,300 10,300 Total Administrative Expenses 127,060 147,400 182,100 34,700 Materials and Maintenance Expenses Safety Equipment 100,529 67,100 108,900 41,800 Total Materials and Maintenance Expenses 100,529 67,100 108,900 41,800 Total Expenses $ 433,509 $ 422,400 $ 506,200 $ 83,800 FY 2023 OTAY WATER DISTRICT DIVISION 2241 - SAFETY & SECURITY FISCAL YEAR 2024 BUDGET 66 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 1,437,363 $ 1,508,100 $ 1,563,800 $ 55,700 Administrative Expenses Travel - 2,500 2,500 - Conferences and Seminars - 12,500 10,000 (2,500) Business Meetings 611 500 500 - Memberships and Dues 884 1,000 500 (500) Books, Periodicals and Subscriptions 4,499 - - - Communication 384,147 407,000 415,000 8,000 Technology Hardware and Software 671,725 722,600 982,300 259,700 Outside Services 44,429 121,500 61,000 (60,500) Total Administrative Expenses 1,106,295 1,267,600 1,489,300 221,700 Total Expenses $ 2,543,658 $ 2,775,700 $ 3,053,100 $ 277,400 FY 2023 OTAY WATER DISTRICT DIVISION 2421 - IT OPERATIONS FISCAL YEAR 2024 BUDGET 67 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 793,240 $ 816,200 $ 844,600 $ 28,400 Administrative Expenses Mileage 25 400 400 - Travel - 3,500 3,500 - Conferences and Seminars - 3,500 1,500 (2,000) Business Meetings - 300 300 - Memberships and Dues - 600 600 - Books, Periodicals and Subscriptions - 1,000 1,000 - Technology Hardware and Software 255,340 300,000 275,000 (25,000) Outside Services 30,512 36,000 36,000 - General Training 9,382 11,000 11,000 - Total Administrative Expenses 295,259 356,300 329,300 (27,000) Total Expenses $ 1,088,499 $ 1,172,500 $ 1,173,900 $ 1,400 FY 2023 DIVISION 2431 - GEOGRAPHIC INFORMATION SYSTEM (GIS) OTAY WATER DISTRICT FISCAL YEAR 2024 BUDGET 68 FY 2022 FY 2023 FY 2024 Actual Budget Budget $ % Finance Chief 596,475$ 621,400$ 659,700$ 38,300$ 6.2% Controller and Budgetary Svs 980,694 975,100 1,053,400 78,300 8.0% Treasury and Accounting Svs 1,622,021 1,769,900 1,762,800 (7,100) (0.4%) Customer Service 2,196,098 2,228,700 2,228,100 (600) (0.0%) Meter Shop 844,256 966,400 962,800 (3,600) (0.4%) Total Expenses 6,239,544 6,561,500 6,666,800 105,300 1.6% FY 2022 FY 2023 FY 2024 Actual Budget Budget $ % Labor and Benefits 4,689,660 5,062,600 5,154,300 91,700 1.8% Travel and Conferences 2,245 13,100 29,900 16,800 128.2% Memberships and Dues 3,247 6,200 4,300 (1,900) (30.6%) General Office Expense 152,272 156,400 177,900 21,500 13.7% Misc Office & Field Equipment 815 1,500 3,000 1,500 100.0% Fees 701,896 808,900 770,400 (38,500) (4.8%) Services 219,629 173,200 199,800 26,600 15.4% Training 435 1,200 900 (300) (25.0%) Materials & Maintenance 205,952 216,400 254,300 37,900 17.5% Bad Debt Expense 263,393 122,000 72,000 (50,000) (41.0%) Total Expenses 6,239,544 6,561,500 6,666,800 105,300 1.6% Less: Bad Debt Expense (263,393) (122,000) (72,000) 50,000 (41.0%) Expenses, Net of Bad Debt $ 5,976,151 $ 6,439,500 $ 6,594,800 $ 155,300 2.4% Finance Department Object Budget to Budget Variance Budget to Budget Variance 69 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 581,654 $ 599,700 $ 630,900 $ 31,200 Administrative Expenses Mileage - 100 100 - Travel - 1,000 1,000 - Conferences and Seminars - 1,700 1,700 - Memberships and Dues 1,660 2,700 2,100 (600) Books, Periodicals and Subscriptions 468 500 600 100 Postage and Delivery Charges - 100 - (100) Outside Services 12,693 15,600 23,300 7,700 Total Administrative Expenses 14,821 21,700 28,800 7,100 Total Expenses $ 596,475 $ 621,400 $ 659,700 $ 38,300 FY 2023 OTAY WATER DISTRICT DIVISION 2311 - FINANCE CHIEF FISCAL YEAR 2024 BUDGET 70 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 880,142 $ 940,500 $ 981,200 $ 40,700 Administrative Expenses Travel - - 3,000 3,000 Conferences and Seminars 769 1,000 9,400 8,400 Memberships and Dues 1,087 2,700 1,400 (1,300) Office Supplies 302 1,000 900 (100) Outside Services 98,394 29,900 57,500 27,600 Total Administrative Expenses 100,552 34,600 72,200 37,600 Total Expenses $ 980,694 $ 975,100 $ 1,053,400 $ 78,300 FY 2023 OTAY WATER DISTRICT DIVISION 2321 - CONTROLLER & BUDGETARY SERVICES FISCAL YEAR 2024 BUDGET 71 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor and Benefits Total Labor and Benefits $ 902,083 $ 925,400 $ 960,100 $ 34,700 Administrative Expenses Mileage - 100 100 - Conferences and Seminars 1,376 1,200 3,600 2,400 Memberships and Dues 500 800 800 - Books, Periodicals and Subscriptions 65 200 200 - Printing 351 300 300 - Accounting Fees 39,710 38,200 37,900 (300) Bank Fees 662,186 770,700 732,500 (38,200) Outside Services 15,750 33,000 24,300 (8,700) Total Administrative Expenses 719,938 844,500 802,700 (41,800) Total Expenses $ 1,622,021 $ 1,769,900 $ 1,762,800 $ (7,100) FY 2023 OTAY WATER DISTRICT DIVISION 2331 - TREASURY & ACCOUNTING SERVICES FISCAL YEAR 2024 BUDGET 72 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 1,688,827 $ 1,852,100 $ 1,879,900 $ 27,800 Administrative Expenses Mileage - 100 100 - Travel - 3,100 3,100 - Conferences and Seminars - 1,800 1,800 - Business Meetings - 100 100 - Books, Periodicals and Subscriptions - 100 100 - Postage and Delivery Charges 151,086 154,200 175,800 21,600 Outside Services 92,792 94,700 94,700 - General Training - 500 500 - Bad Debt 263,393 122,000 72,000 (50,000) Total Administrative Expenses 507,271 376,600 348,200 (28,400) Total Expenses 2,196,098 2,228,700 2,228,100 (600) Less: Bad Debt (263,393) (122,000) (72,000) 50,000 Expenses, net of Bad Debt $ 1,932,705 $ 2,106,700 $ 2,156,100 $ 49,400 FY 2023 OTAY WATER DISTRICT DIVISION 2341 - CUSTOMER SERVICE FISCAL YEAR 2024 BUDGET 73 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 636,954 $ 744,900 $ 702,200 $ (42,700) Administrative Expenses Mileage - 100 100 - Travel - 1,500 1,500 - Conferences and Seminars 100 1,300 1,300 - Small Tools & Equipment 815 1,500 3,000 1,500 Certifications and Licenses 435 700 400 (300) Total Administrative Expenses 1,350 5,100 6,300 1,200 Materials & Maintenance Expenses Meters and Materials 159,850 144,900 186,800 41,900 Infrastructure Equipment & Materials 8,764 15,000 7,500 (7,500) Other Mtrls and Supplies (Inventory) 35,625 51,500 52,500 1,000 Contracted Services 1,713 5,000 7,500 2,500 Total Materials and Maintenance Expenses 205,952 216,400 254,300 37,900 Total Expenses $ 844,256 $ 966,400 $ 962,800 $ (3,600) FY 2023 OTAY WATER DISTRICT DIVISION 2342 - METER SHOP FISCAL YEAR 2024 BUDGET 74 FY 2022 FY 2023 FY 2024 Actual Budget Budget $% Water Operations Chief(1)535,325$ 495,000$ 701,400$ 206,400$ 41.7% Water Systems(1)5,870,358 6,600,600 7,534,600 934,000 14.2% Construction Maintenance(1)5,061,216 5,877,500 6,265,300 387,800 6.6% Total Expenses 11,466,899 12,973,100 14,501,300 1,528,200 11.8% FY 2022 FY 2023 FY 2024 Actual Budget Budget $% Labor and Benefits(1)7,793,820 8,818,100 9,286,300 468,200 5.3% Travel and Conferences 30,611 40,700 63,100 22,400 55.0% Memberships and Dues 2,540 3,500 2,500 (1,000) (28.6%) General Office Expense - 200 500 300 150.0% IT Hardware, Software & Communication 6,816 10,000 17,700 7,700 77.0% Misc Office & Field Equipment 40,642 58,300 82,100 23,800 40.8% Fees 162,597 168,100 202,100 34,000 20.2% Services 603,600 724,300 1,045,500 321,200 44.3% Training 10,121 18,800 42,300 23,500 125.0% Materials & Maintenance 2,113,183 2,217,100 2,795,200 578,100 26.1% Sewer Charges 702,969 914,000 964,000 50,000 5.5% Total Expenses 11,466,899$ 12,973,100$ 14,501,300$ 1,528,200$ 11.8% (1)Excludes CIP labor & benefits. Water Operations Budget to Budget Variance Budget to Budget Variance Department Object 75 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 511,663 $ 456,800 $ 618,000 $ 161,200 Administrative Expenses Mileage 328 500 800 300 Travel 3,552 3,000 18,500 15,500 Conferences and Seminars 2,851 7,000 13,600 6,600 Business Meetings 120 200 200 - Memberships and Dues 2,540 3,500 2,500 (1,000) Outside Services 4,150 5,000 5,000 - General Training 7,519 15,300 40,000 24,700 Certifications and Licenses 2,602 3,500 2,300 (1,200) Total Administrative Expenses 23,662 38,200 83,400 45,200 Total Expenses $ 535,325 $ 495,000 $ 701,400 $ 206,400 FY 2023 OTAY WATER DISTRICT DIVISION 3211 - WATER OPERATIONS CHIEF FISCAL YEAR 2024 BUDGET 76 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 257,350 $ 277,400 $ 286,700 $ 9,300 Administrative Expenses Rents and Leases 35,032 35,500 39,600 4,100 Agency Fees 153,612 157,800 190,100 32,300 Total Administrative Expenses 188,644 193,300 229,700 36,400 Total Expenses $ 445,994 $ 470,700 $ 516,400 $ 45,700 FY 2023 OTAY WATER DISTRICT DIVISION 3221 - WATER SYSTEM OPERATIONS FISCAL YEAR 2024 BUDGET 77 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 1,969,720 $ 2,092,900 $ 2,204,500 $ 111,600 Administrative Expenses Small Tools & Equipment 1,421 9,600 3,000 (6,600) Outside Services 290,288 480,700 807,400 326,700 Temporary Employment Services 7,302 15,500 15,500 - Total Administrative Expenses 299,011 505,800 825,900 320,100 Materials and Maintenance Expenses Infrastructure Equipment & Materials 158,687 139,700 144,300 4,600 Chemicals 300,358 375,200 698,300 323,100 Other Mtrls and Supplies (Inventory) 81 500 500 - Contracted Services - 1,000 1,000.00 - Total Materials and Maintenance Expenses 459,126 516,400 844,100 327,700 Total Expenses $ 2,727,857 $ 3,115,100 $ 3,874,500 $ 759,400 FY 2023 FISCAL YEAR 2024 BUDGET DIVISION 3225 - WATER SYSTEM OTAY WATER DISTRICT 78 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 482,564 $ 620,900 $ 614,400 $ (6,500) Administrative Expenses Small Tools & Equipment 1,124.00 1,000 11,200 10,200 Outside Services 8,419 15,800 13,000 (2,800) Total Administrative Expenses 9,543 16,800 24,200 7,400 Materials and Maintenance Expenses Infrastructure Equipment & Materials 30,940 30,000 29,500 (500) Other Mtrls and Supplies (Inventory) - 200 - (200) Total Materials and Maintenance Expenses 30,940 30,200 29,500 (700) Total Expenses $ 523,047 $ 667,900 $ 668,100 $ 200 FY 2023 OTAY WATER DISTRICT DIVISION 3227 - SCADA FISCAL YEAR 2024 BUDGET 79 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 234,742 $ 253,200 $ 269,000 $ 15,800 Total Expenses $ 234,742 $ 253,200 $ 269,000 $ 15,800 FY 2023 OTAY WATER DISTRICT DIVISION 3231 - UTILITY SERVICES FISCAL YEAR 2024 BUDGET 80 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 2,210,199 $ 2,715,800 $ 2,798,500 $ 82,700 Administrative Expenses Rents and Leases 761 6,500 6,500 - Total Administrative Expenses 761 6,500 6,500 - Materials and Maintenance Expenses Meters and Materials 9,303 11,300 14,100 2,800 Infrastructure Equipment & Materials 186,049 219,200 321,800 102,600 Other Mtrls and Supplies (Inventory) 260,549 253,000 315,100 62,100 Contracted Services 220,048 252,800 250,000 (2,800) Total Materials and Maintenance Expenses 675,949 736,300 901,000 164,700 Total Expenses $ 2,886,909 $ 3,458,600 $ 3,706,000 $ 247,400 FY 2023 OTAY WATER DISTRICT DIVISION 3232 - UTILITY MAINTENANCE FISCAL YEAR 2024 BUDGET 81 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 580,822 $ 635,400 $ 683,700 $ 48,300 Administrative Expenses Mileage 23,760 30,000 30,000 - Communication 145 4,400 4,400 - Technology Hardware and Software 6,671 5,600 13,300 7,700 Hazardous Waste Disposal 8,985 10,300 12,000 1,700 Outside Services 18,408 18,100 20,500 2,400 Total Administrative Expenses 57,969 68,400 80,200 11,800 Materials and Maintenance Expenses Fuel and Oil 311,212 306,200 296,500 (9,700) Fleet Parts and Equipment 126,370 169,600 173,600 4,000 Infrastructure Equipment & Materials 32,932 18,200 59,400 41,200 Total Materials and Maintenance Expenses 471,156 494,000 529,500 35,500 Total Expenses $ 1,109,947 $ 1,197,800 $ 1,293,400 $ 95,600 FY 2023 OTAY WATER DISTRICT DIVISION 3233 - FLEET MAINTENANCE FISCAL YEAR 2024 BUDGET 82 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 629,438 $ 762,900 $ 754,300 $ (8,600) Administrative Expenses Rents and Leases - 3,000 3,000 - Small Tools & Equipment 167.00 1,000 17,100 16,100 Outside Services 70,687 67,500 44,000 (23,500) Total Administrative Expenses 70,854 71,500 64,100 (7,400) Materials and Maintenance Expenses Infrastructure Equipment & Materials 128,498 132,000 177,000 45,000 Other Mtrls and Supplies (Inventory) 828 1,000 1,000 - Building and Grounds Materials - 500 500 - Total Materials and Maintenance Expenses 129,326 133,500 178,500 45,000 Total Expenses $ 829,618 $ 967,900 $ 996,900 $ 29,000 FY 2023 OTAY WATER DISTRICT DIVISION 3236 - PUMP & ELECTRICAL FISCAL YEAR 2024 BUDGET 83 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Materials & Maintenance Expenses Metro O&M Costs $ 531,868 $ 704,000 $ 735,000 $ 31,000 Spring Valley Sewer Charge 171,101 210,000 229,000 19,000 Total Materials and Maintenance Expenses 702,969 914,000 964,000 50,000 Total Expenses $ 702,969 $ 914,000 $ 964,000 $ 50,000 FY 2023 OTAY WATER DISTRICT DIVISION 3241 - COLLECTION/TREATMENT/RECYCLE OPERATIONS FISCAL YEAR 2024 BUDGET 84 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 304,708 $ 339,100 $ 360,500 $ 21,400 Administrative Expenses Outside Services 80,868 102,600 124,700 22,100 Total Administrative Expenses 80,868 102,600 124,700 22,100 Materials and Maintenance Expenses Laboratory Equipment and Supplies 65,227 67,200 62,900 (4,300) Total Materials and Maintenance Expenses 65,227 67,200 62,900 (4,300) Total Expenses $ 450,803 $ 508,900 $ 548,100 $ 39,200 FY 2023 OTAY WATER DISTRICT DIVISION 3243 - LABORATORY FISCAL YEAR 2024 BUDGET 85 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 612,614 $ 663,700 $ 696,700 $ 33,000 Administrative Expenses Rents and Leases 963 1,000 1,000 - Small Tools & Equipment 1,174 700 700 - Outside Services - 3,600 - (3,600) Temporary Employment Services 123,478 15,500 15,400 (100) Total Administrative Expenses 125,615 20,800 17,100 (3,700) Materials and Maintenance Expenses Fuel and Oil 19,900 20,000 20,000 - Infrastructure Equipment & Materials 108,914 73,500 68,200 (5,300) Chemicals 79,480 92,000 109,500 17,500 Safety Equipment - - - - Contracted Services 73,165 54,000 52,000 (2,000) Total Materials and Maintenance Expenses 281,459 239,500 249,700 10,200 Total Expenses $ 1,019,688 $ 924,000 $ 963,500 $ 39,500 FY 2023 OTAY WATER DISTRICT DIVISION 3244 - RECLAMATION PLANT FISCAL YEAR 2024 BUDGET 86 FY 2022 FY 2023 FY 2024 Actual Budget Budget $% Engineering Chief (1)647,415$ 750,200$ 653,600$ (96,600)$ (12.9%) Engineering Services (1), (2)1,088,656 1,309,100 1,443,600 134,500 10.3% Public Services (1), (3)2,145,448 2,430,900 2,603,200 172,300 7.1% Environmental Services (1)410,223 552,100 504,600 (47,500) (8.6%) Total Expenses 4,291,742 5,042,300 5,205,000 162,700 3.2% FY 2022 FY 2023 FY 2024 Actual Budget Budget $% Labor and Benefits (1)3,310,264 3,919,900 4,042,300 122,400 3.1% Travel and Conferences 12,284 19,500 19,500 - - Memberships and Dues 2,950 3,000 3,000 - - General Office Expense 311 500 500 - - Misc Office & Field Equipment 39,496 30,600 45,100 14,500 47.4% Fees 73,142 73,000 97,700 24,700 33.8% Services 845,801 973,200 975,200 2,000 0.2% Training 7,494 22,600 21,700 (900) (4.0%) Total Expenses 4,291,742$ 5,042,300$ 5,205,000$ 162,700$ 3.2% (1) Excludes CIP labor and benefits. (2) Engineering Services includes Planning, Design, and Water Resources. (3) Public Services includes Public, Construction and Survey Services. Engineering Budget to Budget Variance Budget to Budget Variance Department Object 87 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 579,562 $ 669,000 $ 559,800 $ (109,200) Administrative Expenses Mileage 579 600 600 - Travel 6,393 9,800 9,800 - Conferences and Seminars 4,095 7,800 7,800 - Business Meetings 1,217 1,300 1,300 - Memberships and Dues 2,950 3,000 3,000 - Books, Periodicals and Subscriptions 311 500 500 - Small Tools & Equipment 39,496 30,600 45,100 14,500 Outside Services 5,318 5,000 4,000 (1,000) General Training 5,432 16,700 16,700 - Certifications and Licenses 2,062 5,900 5,000 (900) Total Administrative Expenses 67,853 81,200 93,800 12,600 Total Expenses $ 647,415 $ 750,200 $ 653,600 $ (96,600) FY 2023 OTAY WATER DISTRICT DIVISION 3311 - ENGINEERING CHIEF FISCAL YEAR 2024 BUDGET 88 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 683,954 $ 786,100 $ 915,600 $ 129,500 Administrative Expenses Outside Services 404,702 523,000 528,000 5,000 Total Administrative Expenses 404,702 523,000 528,000 5,000 Total Expenses $ 1,088,656 $ 1,309,100 $ 1,443,600 $ 134,500 FY 2023 OTAY WATER DISTRICT DIVISION 3321 - ENGINEERING SERVICES FISCAL YEAR 2024 BUDGET 89 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Total Labor and Benefits $ 396,773 $ 514,400 $ 616,300 $ 101,900 Total Expenses $ 396,773 $ 514,400 $ 616,300 $ 101,900 FY 2023 OTAY WATER DISTRICT DIVISION 3421 - PUBLIC SERVICES FISCAL YEAR 2024 BUDGET 90 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 1,519,802 $ 1,745,300 $ 1,801,000 $ 55,700 Administrative Expenses Agency Fees 10,797 13,000 27,700 14,700 Outside Services 218,076 158,200 158,200 - Total Administrative Expenses 228,873 171,200 185,900 14,700 Total Expenses $ 1,748,675 $ 1,916,500 $ 1,986,900 $ 70,400 FY 2023 OTAY WATER DISTRICT DIVISION 3431 - FIELD SERVICES FISCAL YEAR 2024 BUDGET 91 FY 2022 FY 2024 Budget to Budget Actual Budget Budget Variance Labor & Benefits Total Labor and Benefits $ 130,173 $ 205,100 $ 149,600 $ (55,500) Administrative Expenses Agency Fees 62,345 60,000 70,000 10,000 Outside Services 217,705 287,000 285,000 (2,000) Total Administrative Expenses 280,050 347,000 355,000 8,000 Total Expenses $ 410,223 $ 552,100 $ 504,600 $ (47,500) FY 2023 OTAY WATER DISTRICT DIVISION 3451 - ENVIRONMENTAL SERVICES FISCAL YEAR 2024 BUDGET 92 Expansion CIP No.CIP Project Title FY 2024 FY 2025 FY 2026 FY 2027 FY 2028 FY 2029 Total P2040 (1), (2)Res - 1655-1 Reservoir 0.5 MG 31$ 31$ 31$ 1$ 620$ 527$ 1,241$ P2058 (1)PL - 20-Inch, 1296 Zone, Proctor Valley Road from Melody Road to Highway 94 37 62 155 388 186 16 843 P2171 (1)PL - 20-Inch, 1296 Zone, Proctor Valley Road from Pioneer Way to Melody Road 50 93 310 639 12 - 1,104 P2195 (2)PL - 24 - Inch, 640 Zone, Campo Road - Regulatory Site/Millar Ranch 6 6 16 31 62 62 183 P2196 (2)PL - 24 - Inch, 640 Zone, Millar Ranch Road to 832-1 Pump Station 6 6 16 31 62 62 183 P2228 (1)Res - 870-2 Reservoir 3.4 MG 62 1,550 1,550 248 - - 3,410 P2451 (2)Otay Mesa Desalination Conveyance and Disinfection System 0 2 2 2 2 31 38 P2595 (1)PL - 16-inch, 624 Zone, Village 3N - Heritage Road, Main St/Energy Way 1 100 100 100 35 - 336 P2596 PL – 16-inch, 624 Zone, Village 3N – Main St, Heritage Rd/Wolf Canyon 1 1 1 2 395 500 900 P2598 PL-16-Inch, 624 Zone, Village 8W – Main St, La Media/Village 4 1 1 1 12 45 220 280 P2599 PL-16-Inch, 624 Zone, Village 8W- Otay Valley Rd, School/Village 8E 1 1 1 1 146 350 500 P2602 PL - 16-inch, 624 Zone, Otay Valley Road, SR 125 Bridge 1 1 1 1 126 150 280 P2603 PL - 16-inch, 711 Zone, Hunte Parkway, SR 125 Bridge 1 1 1 1 136 200 340 P2642 (1), (2)Rancho Jamul Pump Station Replacement 8 8 8 62 310 310 705 R2028 RecPL – 8-in, 680 Zone, Heritage Road to Main Street 1 5 44 300 500 50 900 R2037 RecPL – 8-in, 680 Zone, Main Street/Otay Valley Road – Village 8W 1 1 1 67 500 50 620 R2038 RecPL – 8-in, 680 Zone, Village 3N – Main St, Heritage Rd/Wolf Canyon 1 1 1 57 300 110 470 R2047 RecPL – 12-in, 680 Zone, La Media Road - Birch/Main St 1 1 48 300 150 50 550 R2136 RecPL – 8-in, 680 Zone, Otay Valley Rd, SR 125 Bridge 1 1 1 1 46 90 140 R2137 RecPL - 8-in, 815 Zone, Hunte Parkway, SR 125 Bridge 1 1 1 1 56 110 170 S2069 (1)Cottonwood Sewer Pump Station Renovation 75 88 225 225 63 - 675 S2071 (2)San Diego Metro Wastewater Capital Improvements 27 34 34 34 34 - 163 Total Expansion 315$ 1,994$ 2,546$ 2,502$ 3,786$ 2,888$ 14,031$ Note: Numbers may not total accurately due to rounding. Potable 207$ 1,862$ 2,191$ 1,517$ 2,137$ 2,428$ 10,343$ Recycled 6 10 96 726 1,552 460 2,850 Sewer 102 122 259 259 97 - 838 Total Expansion 315$ 1,994$ 2,546$ 2,502$ 3,786$ 2,888$ 14,031$ Betterment CIP No.CIP Project Title FY 2024 FY 2025 FY 2026 FY 2027 FY 2028 FY 2029 Total P2040 (1), (2)Res - 1655-1 Reservoir 0.5 MG 69$ 69$ 69$ 1$ 1,380$ 1,173$ 2,761$ P2228 (1)Res - 870-2 Reservoir 3.4 MG 138 3,450 3,450 552 - - 7,590 P2451 (2)Otay Mesa Desalination Conveyance and Disinfection System 1 3 4 3 4 69 84 P2521 Large Meter Vault Upgrade Program 40 25 40 40 25 40 210 P2563 Res - 870-1 Reservoir Cover/Liner Replacement 35 21 14 1,750 140 - 1,960 P2578 (2)PS - 711-2 (PS 711-1 Replacement and Expansion) - 14,000 GPM 31 31 62 124 124 124 496 P2630 624-3 Reservoir Automation of Chemical Feed System 15 15 25 160 444 - 659 P2642 (1). (2)Rancho Jamul Pump Station Replacement 18 17 17 138 690 690 1,570 P2652 (2)520 to 640 Pressure Zone Conversion 5 5 5 5 5 25 50 P2654 Heritage Road Interconnection Improvements 10 30 30 30 30 29 159 P2656 Regulatory Site Desilting Basin Improvements 5 5 5 5 5 118 143 P2658 (2)832-2 Pump Station Modifications 5 5 5 5 5 25 50 P2664 Otay Mesa Dual Piping Modification Program 25 25 25 100 100 35 310 P2674 (2)System Pressure Reducing Program 10 10 10 10 10 10 60 P2682 AMI Project 70 30 - - - - 100 P2683 Pump Station Safety, Monitoring, and Automation Improvements 40 100 100 100 100 20 460 P2684 Zero Emission Vehicles and Charging Infrastructure 87 162 163 163 213 207 995 P2698 Improve Fire Sprinkler Protection System at RWCWRF (P)5 5 5 55 5 - 75 R2117 (1)RWCWRF Disinfection System Improvements 200 2,000 400 100 - - 2,700 R2157 RWCWRF Backwash Supply Pumps Upgrade 55 48 2 - - - 105 R2168 Improve Fire Sprinkler Protection System at RWCWRF (R)5 5 5 55 5 - 75 S2024 Campo Road Sewer Main Replacement 12 13 2 - - - 27 S2043 (2)RWCWRF Sludge Handling System 1 1 1 1 1 50 55 S2069 (1)Cottonwood Sewer Pump Station Renovation 75 88 225 225 62 - 675 S2071 (2)San Diego Metro Wastewater Capital Improvements 53 66 66 66 66 - 317 S2081 Improve Fire Sprinkler Protection System at RWCWRF (S)5 5 5 55 5 - 75 Total Betterment 1,015$ 6,234$ 4,735$ 3,743$ 3,419$ 2,615$ 21,761$ Note: Numbers may not total accurately due to rounding. Potable 609$ 4,008$ 4,029$ 3,241$ 3,280$ 2,565$ 17,732$ Recycled 260 2,053 407 155 5 - 2,880 Sewer 146 173 299 347 134 50 1,149 Total Betterment 1,015$ 6,234$ 4,735$ 3,743$ 3,419$ 2,615$ 21,761$ Six-Year CIP Projects by Source and Fund ($1,000s) (1) Project may be funded with the water and sewer debt proceeds. (2) Project expenditures go beyond FY 2029. See project detail sheet for more information. 93 Replacement CIP No.CIP Project Title FY 2024 FY 2025 FY 2026 FY 2027 FY 2028 FY 2029 Total P2058 (1)PL - 20-Inch, 1296 Zone, Proctor Valley Road from Melody Road to Highway 94 83$ 138$ 345$ 862$ 414$ 35$ 1,877$ P2171 (1)PL - 20-Inch, 1296 Zone, Proctor Valley Road from Pioneer Way to Melody Road 110 207 690 1,421 28 - 2,456 P2195 (2)PL - 24 - Inch, 640 Zone, Campo Road - Regulatory Site/Millar Ranch 14 14 34 69 138 138 407 P2196 (2)PL - 24 - Inch, 640 Zone, Millar Ranch Road to 832-1 Pump Station 14 13 35 69 138 138 407 P2282 (2)Vehicle Capital Purchases 1,821 467 1,025 370 570 665 4,918 P2286 (2)Field Equipment Capital Purchases 219 123 125 130 400 140 1,137 P2405 PL - 624/340 PRS, Paseo Ranchero and Otay Valley Road 35 500 200 150 50 - 935 P2460 I.D. 7 Trestle and Pipeline Demolition 50 550 50 - - - 650 P2485 (2)SCADA - Infrastructure and Communications Replacement 35 55 - - - - 90 P2516 (2)PL - 12-Inch, 640 Zone, Jamacha Road - Darby/Osage 5 75 125 400 390 - 995 P2533 1200-1 Reservoir Interior & Exterior Coating 5 5 5 5 45 10 75 P2543 850-1 Reservoir Interior/Exterior Coating 5 5 5 5 40 45 105 P2553 (1)Heritage Road Bridge Replacement and Utility Relocation 200 2,000 1,000 1,000 500 50 4,750 P2563 Res - 870-1 Reservoir Cover/Liner Replacement 15 9 6 750 60 - 840 P2567 1004-2 Reservoir Interior/Exterior Coating & Upgrades 325 50 50 50 - - 475 P2571 Data Center Network Data Storage and Infrastructure Enhancements 15 15 - - - - 30 P2572 Enterprise Resource Planning (ERP) Replacement 280 130 215 170 - - 795 P2578 (2)PS - 711-2 (PS 711-1 Replacement and Expansion) - 14,000 GPM 69 69 138 276 276 276 1,104 P2584 (2)Res - 657-1 and 657-2 Reservoir Demolitions - - - - - 25 25 P2593 458-1 Reservoir Interior/Exterior Coating & Upgrades 10 45 20 20 5 - 100 P2594 Large Meter Replacement 25 40 50 50 50 50 265 P2605 458/340 PRS Replacement, 1571 Melrose Ave 5 5 5 5 20 - 40 P2608 (1)PL - 8-inch, 850 Zone, Coronado Avenue, Chestnut/Apple 30 40 40 800 500 10 1,420 P2609 (1)PL - 8-inch, 1004 Zone, Eucalyptus Street, Coronado/Date/La Mesa 20 25 100 500 300 20 965 P2610 Valve Replacement Program - Phase 1 325 150 50 - - - 525 P2611 (2)Quarry Road Bridge Replacement and Utility Relocation 1 1 1 1 1 25 30 P2612 PL - 12-inch, 711 Zone, Paso de Luz/Telegraph Canyon Road 500 250 50 - - - 800 P2614 485-1 Reservoir Interior/Exterior Coating 375 50 50 50 - - 525 P2615 (1)PL - 12-Inch Pipeline Replacement, 803 PZ, Vista Grande 250 300 500 1,000 400 100 2,550 P2616 (1), (2)PL - 12-Inch Pipeline Replacement, 978 Zone, Pence Drive/Vista Sierra Drive 600 200 150 150 400 500 2,000 P2617 Lobby Security Enhancements 1 3 20 20 - - 44 P2623 Central Area to Otay Mesa Interconnection Pipelines Combination Air/Vacuum Valve Replacements 5 10 15 140 140 70 380 P2627 458/340 PRS Replacement, 1505 Oleander Avenue 5 5 - - - - 10 P2631 1485-2 Reservoir Interior/Exterior Coating & Upgrades 40 950 350 10 10 90 1,450 P2638 Buildings and Grounds Refurbishments 175 220 50 50 - - 495 P2639 (1)Vista Diego Hydropneumatic Pump Station Replacement 175 1,000 1,000 1,000 50 - 3,225 P2646 North District Area Cathodic Protection Improvements 15 400 400 350 30 - 1,195 P2647 Central Area Cathodic Protection Improvements 75 165 600 600 460 - 1,900 P2649 HVAC Equipment Purchase 43 39 46 22 - - 150 P2655 (2)La Presa Pipeline Improvements 25 25 25 200 500 500 1,275 P2657 1485-1 Reservoir Interior/Exterior Coating & Upgrades 5 25 800 300 5 15 1,150 P2659 (2)District Boardroom Improvements 50 35 - - - - 85 P2661 (2) Replacement of Backflow Prevention Devices on Pipeline Interconnections on Otay Mesa 25 25 25 25 150 100 350 P2662 (1)Potable Water Meter Change Out 1,000 2,500 3,000 3,400 3,500 3,700 17,100 P2663 (2)Potable Water Pressure Vessel Program 100 400 400 400 400 400 2,100 P2665 (2)PL - 12-inch Pipeline Replacement, 870 Zone, Cactus Road 5 25 25 25 25 25 130 P2666 (2)Low Head and High Head Pump Stations Demolition 5 5 5 5 5 100 125 P2670 Administration and Operations Roof Repairs and Replacement 20 100 5 50 175 - 350 P2671 (2)980 Reservoirs Altitude Valve Vaults Renovation 25 25 - - - - 50 P2672 (2)District Roof Repairs and Replacement Program 35 100 100 100 - - 335 P2673 803-4 Reservoir Interior/Exterior Coating - 5 50 1,500 650 145 2,350 P2675 458-1 and 458-2 Reservoirs Site Pavement Refurbishment 150 200 70 10 - - 430 P2676 980-2 PS Motors and Motor Control Center Replacements 100 450 450 450 500 500 2,450 P2677 PL - 16-Inch, 870 Zone, La Media Road and Airway Road Utility Relocations 700 100 50 - - - 850 P2678 Jamacha Boulevard Utility Relocation 25 75 50 50 50 - 250 P2680 PL - 12-inch Pipeline Replacement, 1530 Zone, Vista Diego Road 40 150 150 25 - - 365 P2681 (1), (2) PL-12-Inch, 1655 Zone, Presilla Drive Pipeline Replacement 25 25 25 350 500 500 1,425 P2684 Zero Emission Vehicles and Charging Infrastructure 88 162 162 163 213 208 996 P2685 980/711 PRS Renovation - Proctor Valley Rd 5 50 70 100 400 225 850 P2686 870 PZ Seismic Vault Renovation 5 5 5 150 150 85 400 P2687 Steele Canyon Rd Bridge 803 PZ 20-inch WL Renovation 100 90 200 150 10 - 550 P2688 (2)Standby Power Renovations - Potable Water 150 78 165 200 400 100 1,093 P2689 944-1-9 Pump Station Meter Vault Renovation 20 50 60 60 10 - 200 Six-Year CIP Projects by Source and Fund ($1,000s) (1) Project may be funded with the water and sewer debt proceeds. (2) Project expenditures go beyond FY 2029. See project detail sheet for more information. 94 Replacement, Continued CIP No.CIP Project Title FY 2024 FY 2025 FY 2026 FY 2027 FY 2028 FY 2029 Total P2690 (2)850-4 Reservoir Interior/Exterior Coating -$ -$ -$ -$ 15$ 1,350$ 1,365$ P2691 City of San Diego - Otay 2nd Pipeline Phase 4 Interconnections Relocation 50 200 150 300 250 50 1,000 P2692 1485-2 PS Yard Piping Modifications 1 1 1 50 147 400 600 P2693 (2)PL – 12 & 16-inch, 1296 Zone, Jefferson Rd., Lyons Valley Rd to Jamul Dr. 20 150 230 600 2,000 900 3,900 P2694 Operations Replacement Communication Radios 75 75 5 - - - 155 P2695 Relocation of Data Center 25 25 100 50 50 - 250 P2696 (2)1296-1 Reservoir Interior/Exterior Coating - - - - - 15 15 P2697 (2)Valve Replacement Program - Phase 2 350 350 500 750 1,000 1,800 4,750 P2699 Miscellaneous Replacements and Improve Fire Sprinkler Protection System in the Warehouse 25 100 200 - - - 325 P2700 (2)Pump Station Equipment Replacement Program 150 100 150 100 150 100 750 R2121 (2)Res - 944-1 Reservoir Cover/Liner Replacement 5 5 10 50 2,000 750 2,820 R2146 Recycled Pipeline Cathodic Protection Improvements 35 10 10 10 10 250 325 R2148 Large Meter Replacement - Recycled 10 15 15 15 15 15 85 R2152 (2)Recycled Water Meter Change-Out 10 70 90 130 85 75 460 R2153 (2)Recycled Water Pressure Vessel Program 5 1 1 1 1 350 359 R2156 (2)RecPL - 14-inch RWCWRF Effluent Force Main Improvements 10 80 150 150 150 - 540 R2157 RWCWRF Backwash Supply Pumps Upgrade 165 143 8 - - - 316 R2158 RWCWRF Stormwater Pond Improvements (R)10 10 50 90 15 - 175 R2159 (1)RecPL - 16-Inch, 680 Zone, Olympic Parkway Recycled Pipeline Replacement 3,500 1,000 300 150 50 - 5,000 R2160 (2)Recycled Water Field Equipment Capital Purchases - 40 - - - 25 65 R2161 (2)450-1R Reservoir Interior/Exterior Coating & Upgrades - -- 15 1,550 650 2,215 R2162 (2)Vehicle Capital Purchases - Recycled - 38 - - - - 38 R2163 450-1 RW Res Disinfection Injection Vault Renovation - 20 20 50 110 100 300 R2164 450-1 RW Res Stormwater Improvements - 50 50 300 300 100 800 R2165 Recycled HVAC Equipment Purchase 1 1 30 30 10 3 75 R2166 RWCWRF Effluent Pump Station Compressors 60 50 50 15 - - 175 R2167 RecPL - 14-Inch, 927 Zone, Force Main Road Improvements and Erosion Repairs 25 100 100 - - - 225 R2169 (2)Pump Station Equipment Replacement Program (R)50 50 50 50 50 100 350 S2012 (2)San Diego County Sanitation District Outfall and RSD Outfall Replacement 200 300 300 400 400 500 2,100 S2024 Campo Road Sewer Main Replacement 12 13 2 - - - 27 S2049 (1)Calavo Basin Sewer Rehabilitation - Phase 2 50 30 100 600 250 50 1,080 S2050 (1), (2) Rancho San Diego Basin Sewer Rehabilitation - Phase 2 20 40 80 100 300 500 1,040 S2054 (2)Calavo Basin Sewer Rehabilitation - Phase 3 - 10 10 10 50 50 130 S2060 (2)Steele Canyon Pump Station Replacement 10 40 50 100 300 500 1,000 S2061 RWCWRF Aeration Controls Consolidation & Optimization Upgrades (S)20 20 100 - - - 140 S2066 (2)Rancho San Diego Basin Sewer Rehabilitation - Phase 3 - 5 5 5 50 50 115 S2069 (1)Cottonwood Sewer Pump Station Renovation 150 175 450 450 125 - 1,350 S2072 RWCWRF Rotary Screen Replacement 100 10 100 200 100 85 595 S2074 RWCWRF Stormwater Pond Improvements (S)5 40 40 30 30 30 175 S2076 (2)RWCWRF Grit Chamber Improvements 5 20 25 30 40 50 170 S2077 (2)RWCWRF Blowers Renovation 120 120 120 10 - - 370 S2078 (2)Vehicle Capital Purchases - Sewer - - - 660 - - 660 S2079 (2)Steele Canyon Rd Bridge 6-inch Sewer FM Renovation 50 50 50 90 10 - 250 S2080 (2)Standby Power Renovations - Sewer 10 78 10 10 10 50 168 Total Replacement 14,012$ 16,663$ 17,149$ 23,809$ 22,681$ 17,888$ 112,202$ Note: Numbers may not total accurately due to rounding. Potable 9,374$ 14,029$ 14,773$ 20,058$ 16,670$ 13,605$ 88,509$ Recycled 3,886 1,683 934 1,056 4,346 2,418 14,323 Sewer 752 951 1,442 2,695 1,665 1,865 9,370 Total Replacement 14,012$ 16,663$ 17,149$ 23,809$ 22,681$ 17,888$ 112,202$ Summary by Source FY 2024 FY 2025 FY 2026 FY 2027 FY 2028 FY 2029 Total Expansion 315$ 1,994$ 2,546$ 2,503$ 3,784$ 2,888$ 14,030$ Betterment 1,014 6,234 4,736 3,743 3,419 2,614 21,760 Replacement 14,012 16,663 17,149 23,809 22,681 17,888 112,202 Total CIP by Funding Source 15,341$ 24,891$ 24,431$ 30,055$ 29,884$ 23,390$ 147,992$ Summary by Fund FY 2024 FY 2025 FY 2026 FY 2027 FY 2028 FY 2029 Total Potable 10,189$ 19,899$ 20,994$ 24,817$ 22,085$ 18,597$ 116,581$ Recycled 4,152 3,746 1,437 1,937 5,903 2,878 20,053$ Sewer 1,000 1,246 2,000 3,301 1,896 1,915 11,358$ Total CIP by Fund 15,341$ 24,891$ 24,431$ 30,055$ 29,884$ 23,390$ 147,992$ Funding Source Fund Six-Year CIP Projects by Source and Fund ($1,000s) (1) Project may be funded with the water and sewer debt proceeds. (2) Project expenditures go beyond FY 2029. See project detail sheet for more information. 95 Quantity Potable Recycled Sewer Total Vehicles 1 Class 7 hydro excavator 410,000$ -$ -$ 410,000$ 1 Class 7 utility truck 330,000 - - 330,000 1 Class 7 commercial (utility) truck - FY22 carryforward 310,000 - - 310,000 1 Class 5 valve exercising truck - FY23 carryforward 248,000 - - 248,000 1 Class 8 10-12 yard dump truck - FY23 carryforward 208,000 - - 208,000 1 Class 7 5-7 yard dump truck - FY23 carryforward 152,000 - - 152,000 1 Class 5 dump truck 130,000 - - 130,000 1 Compact hybrid pickup 33,000 - - 33,000 1,821,000 - - 1,821,000 Field Equipment 1 Skid steer 115,000 - - 115,000 2 Water tank trailers 84,000 - - 84,000 1 Portaccount machine 20,000 - - 20,000 219,000 - - 219,000 2,040,000$ -$ -$ 2,040,000$ Summary by Project Total P2282 Vehicle Capital Purchases (Potable)1,821,000$ P2286 Field Equipment Capital Purchases (Potable)219,000 Total 2,040,000$ FY 2024 Capital Purchases Capital purchases are non-recurring operating expense items for District-wide use that cost more than $10,000 each and have an estimated useful life of two years or more. The capital purchase projects include vehicles, office equipment and furniture, field equipment and air pollution control district engine replacements, and retrofits. Description 96 P2040Res - 1655-1 Reservoir 0.5 MG Jeff Marchioro 8/19/1992 P2642 & P2681 5 2 $7,300,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution Storage This project is for the construction of a 0.5 million gallon Reservoir and approximately 1,500 feet of 12-inch pipeline to connect to the existing system at Presilla Drive. These improvements are located within the Rancho Jamul Estates area. JUSTIFICATION OF PROJECT: The project will increase both system reliability and service capabilities, and provide 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. FY 2024 - Project budget adjusted from $5.75M to $7.3M to account for adjusted Brady 30% cost estimate. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%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 2024 2025 2026 2027 2028 2029 Total $100 $100 $100 $2 $2,000 $1,700 $5,252 PRIOR YEARS: TOTAL $1,250 OTAY WATER DISTRICT CAPITAL IMPROVEMENT PROGRAM 97 P2040 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2015 6/30/2024 4/1/2021 6/30/2024 $750 $600 PROJECT PHASE: 7/1/2024 6/30/2030 $5,950 PROJECT LOCATION:OWD Map Book:310 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 98 P2058PL - 20-Inch, 1296 Zone, Proctor Valley Road from Melody Road to Highway 94 Stephen Beppler 6/2/2021 P2171 & P2058 5 2 $2,750,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission The first phase of this project is for the replacement of approximately 1,600 feet of existing 12-inch potable water pipeline within the 1296 Pressure Zone (PZ) in Proctor Valley Road. This pipeline was identified in the 2015 Water Facilities Master Plan Update to be replaced with a 20-inch pipeline (P2058 and P2171). The first phase will replace the existing 12-inch pipeline starting at the end of an existing 12-inch PVC pipeline approximately 1,090 feet north of the Proctor Valley Road and Melody Road intersection with a 20-inch pipeline, approximately 1,600 feet in length to the Proctor Valley Road and Schlee Canyon Road intersection. Approximately eighteen (18) water services will be replaced with the first phase. Future phases will replace the balance of the existing pipeline north to Highway 94 and south to Melody Road. JUSTIFICATION OF PROJECT: This potable water pipeline was installed in 1962 and is nearing the end of its useful life. This section of pipe has been repaired three (3) times. In 2015, a water service connection break was repaired. Additional repairs were made in 2020 to fix a water service connection leak and later in the same year a pipeline leak. Other segments of this 1962 era pipe have also been repaired and are scheduled to be replaced with this project (see CIP P2171). COMMENTS: FY 2022 - The estimated annual cost for these two (2) pipelines (P2058 & P2171) is $50K/year ($1.25M+$2.5M/75 years). The actual annual cost for repairs and insurance claims for the last eleven (11) years has averaged $28K/year and has been as high as $162K per event. FY 2024 - Budget increased from $1.25M to $2.75M to reflect pipe size increase, steel pipe construction, and current materials pricing. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%69%0%69% Expansion 31%0%0%0%31% TOTAL:31%0%69%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $120 $200 $500 $1,250 $600 $50 $2,750 PRIOR YEARS: TOTAL $30 99 P2058 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2023 7/1/2023 6/30/2024 $25 $325 PROJECT PHASE: 7/1/2024 6/30/2028 $2,400 PROJECT LOCATION:OWD Map Book:204, 308 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 100 P2171PL - 20-Inch, 1296 Zone, Proctor Valley Road from Pioneer Way to Melody Road Stephen Beppler 6/2/2021 P2058 5 2 $3,600,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the replacement of approximately 2,100 feet of an existing 12-inch potable water pipeline within the 1296 Pressure Zone (PZ) in Proctor Valley Road from Pioneer Way to Melody Road in Jamul. This pipeline was identified in the 2015 Water Facilities Master Plan Update to be replaced with a 20-inch pipeline (P2058). JUSTIFICATION OF PROJECT: This potable water pipeline was installed in 1962 and is nearing the end of its useful life. This section of pipe has been repaired three (3) times. In 2010, a water service connection break was repaired. Additional repairs were made in 2013 to fix a pipeline leak and in 2018 a pipeline break was repaired. Other segments of this 1962 era pipe have also been repaired and are scheduled to be replaced with this project (see P2058). COMMENTS: FY 2022 - The estimated annual cost for these two (2) pipelines (B-1 & B-2) is $50K/year ($1.25M+$2.5M/75 years). The actual annual cost for repairs and insurance claims for the last eleven (11) years has averaged $28K/year and has been as high as $162K per event. FY 2024 - Budget increased from $2.5M to $3.6M to reflect pipe size increase, steel pipe construction, and current materials pricing. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 31%0%0%0%31% Replacement 0%0%69%0%69% TOTAL:31%0%69%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $160 $300 $1,000 $2,060 $40 $0 $3,600 PRIOR YEARS: TOTAL $40 101 P2171 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2023 7/1/2023 6/30/2024 $40 $560 PROJECT PHASE: 7/1/2024 6/30/2028 $3,000 PROJECT LOCATION:OWD Map Book:204 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/18/2023Jolene Fielding 102 P2195PL - 24 - Inch, 640 Zone, Campo Road - Regulatory Site/Millar Ranch Stephen Beppler 6/2/2021 P2196, P2652, & P2658 5 3 $9,500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project will replace approximately 4,100 LF of existing 18-inch pipeline. The pipeline was identified in the 2015 Water Facilities Master Plan Update to be replaced with a 24-inch pipeline. JUSTIFICATION OF PROJECT: The potable water pipeline was installed in 1961 and is nearing the end of its useful life and provides the only supply of potable water to the Regulatory System in Jamul. Crossing of Sweetwater River results in a high construction cost than the standard normal installation pricing formula. COMMENTS: FY 2022 - The early planning phase will look at alternative alignments across the Sweetwater River and the environmental studies needed to support the project. The initial condition assessment work on the existing pipelines will determine the timing, scope, and necessity of the CIP. FY 2024 - Budget increased from $6.1M to $9.5M to reflect steel pipe construction, river crossing, and current materials pricing. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 31%0%0%0%31% Replacement 0%0%69%0%69% TOTAL:31%0%69%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $20 $20 $50 $100 $200 $200 $610 PRIOR YEARS: TOTAL $20 103 P2195 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2024 7/1/2024 6/30/2026 $40 $940 PROJECT PHASE: 7/1/2026 6/30/2031 $8,520 PROJECT LOCATION:OWD Map Book:331 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 104 P2196PL - 24 - Inch, 640 Zone, Millar Ranch Road to 832-1 Pump Station Stephen Beppler 6/2/2021 P2195, P2652, & P2658 5 3 $5,100,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project will replace approximately 2,500 LF of existing 18-inch pipeline. The pipeline was identified in the 2015 Water Facilities Master Plan Update to be replaced with a 24-inch pipeline. JUSTIFICATION OF PROJECT: The potable water pipeline was installed in 1961 and is nearing the end of its useful life and provides the only supply of potable water to the Regulatory System in Jamul. COMMENTS: FY 2022 - The early planning phase will look at alternative alignments across the Sweetwater River and the environmental studies needed to support the project. The initial condition assessment work on the existing pipeline will determine the timing, scope, and necessity of the CIP. FY 2024 - Budget increased from $3.72M to $5.1M to reflect steel pipe construction and current materials pricing. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 31%0%0%0%31% Replacement 0%0%69%0%69% TOTAL:31%0%69%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $20 $20 $50 $100 $200 $200 $610 PRIOR YEARS: TOTAL $20 105 P2196 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2024 7/1/2024 6/30/2029 $60 $540 PROJECT PHASE: 7/1/2029 6/30/2031 $4,500 PROJECT LOCATION:OWD Map Book:331 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Bob Kennedy 106 P2228Res - 870-2 Reservoir 3.4 MG Jeff Marchioro P2563 2 1 $11,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is for construction of a 3.4 million gallon (MG) Type 1 concrete reservoir. JUSTIFICATION OF PROJECT: The 3.4 MG volume was calculated from typical pressure zone storage requirements routinely estimated as part of the District's Water Facilities Master Plan (WFMP) revisions. The 3.4 MG volume accounts for the District's WFMP Update consultant (Hazen Sawyer) ultimate (year 2055) 870 Pressure Zone demand projections and conservation predictions. The 3.4 MG volume also accounts for actual 870 Pressure Zone peaking factors calculated by District Engineering staff utilizing historic data logs from a flow meter which monitors 870 Pressure Zone demand. The previous (2015) WFMP Update included an 870-2 Reservoir sized at 7 or 10 MG and designated as CIP P2228; however, the reservoir size has been optimized at 3.4 MG through the ongoing WFMP Update. The in-progress WFMP Update will reflect 3.4 MG. A second reservoir within the 870 Pressure Zone is also needed for redundancy. Maintenance work at the existing 870-1 Reservoir has previously been deferred because it is not currently feasible to isolate the existing 870-1 Reservoir considering that the 870 Pressure Zone serving Otay Mesa has evolved into a large and complex zone with highly variable demands. The 870 Pressure Zone is currently fed by a single reservoir (870-1 Reservoir) with no redundancy. Construction of the 870-2 Reservoir will enable replacement of the 870-1 Reservoir floating cover and liner (CIP P2563). COMMENTS: 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 2024 2025 2026 2027 2028 2029 Total $200 $5,000 $5,000 $800 $0 $0 $11,000 PRIOR YEARS: TOTAL $0 107 P2228 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2024 7/1/2024 2/1/2025 $200 $600 PROJECT PHASE: 3/1/2025 6/30/2027 $10,200 PROJECT LOCATION:OWD Map Book:055 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/26/2023Bob Kennedy 108 P2282Vehicle Capital Purchases Doug Rahders 6/3/1996 R2162 & S2078 0 1 $12,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project is for the capital purchase of various vehicles for daily Otay Water District functions. JUSTIFICATION OF PROJECT: Replacements or newly acquired vehicles will be used for operational and administrative functions throughout the entire Otay Water District. COMMENTS: FY 2019 - Overall budget increased from $5,491K to $5,928K to reflect extension of CIP another year and FY 2019 budget from $240K to $520K. FY 2022 - Two (2) new CIPs were created for Recycled Water and Sewer. The dollar amounts in the CIP for Potable Water vehicle capital purchases were adjusted lower to match the dollar amounts added to the Recycled Water and Sewer vehicle capital purchase CIPs. FY 2024 - Production delays for vehicles ordered in FY 2022 ($309.4K) and FY 2023 ($602K) will be delivered to the District in FY 2024 and are included in the total FY 2024 budget of $1,814K. 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 2024 2025 2026 2027 2028 2029 Total $1,821 $467 $1,025 $370 $570 $665 $10,343 PRIOR YEARS: TOTAL $5,425 109 P2282 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 12/1/2000 6/30/2032 $12,000 $0 PROJECT PHASE: $0 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/3/2023Jolene Fielding 110 P2286Field Equipment Capital Purchases Doug Rahders 6/3/1996 R2160 & S2075 0 1 $3,500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General 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 2024 2025 2026 2027 2028 2029 Total $219 $123 $125 $130 $400 $140 $3,387 PRIOR YEARS: TOTAL $2,250 111 P2286 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/1996 6/30/2032 $3,500 $0 PROJECT PHASE: $0 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/20/2023Bob Kennedy 112 P2405PL - 624/340 PRS, Paseo Ranchero and Otay Valley Road Stephen Beppler 5/23/2016 P2553 2 1 $1,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution This project is for the construction of a Pressure Reducing Station (PRS) between the 624/340 Pressure Zone near the intersection of Otay Valley Road/Main Street and Heritage Road. JUSTIFICATION OF PROJECT: This will provide a redundant service connection to the 340 Pressure Zone. The current pipeline is an environmentally sensitive area and not in the street. CIP P2553 will install a new pipe and allow redundant delivery through the proposed Heritage Road Bridge replacement. COMMENTS: FY 2020 - Approximately 1,200 linear feet (LF) of 12-inch PVC pipe (at $62/Inch/LF) and $600K for the PRS with SCADA communication is the basis for the $1.5M budget. FY 2024 - Budget decreased from $1.5M to $1.0M to reflect piping being installed under CIP P2553 and PRS 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 2024 2025 2026 2027 2028 2029 Total $35 $500 $200 $150 $50 $0 $1,000 PRIOR YEARS: TOTAL $65 113 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 $5 $75 PROJECT PHASE: 7/1/2022 6/30/2028 $920 PROJECT LOCATION:OWD Map Book:51 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 114 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: COSS Functional Category: Supply (Commodity/Demand) The Otay Water District (District) could potentially receive a potable water supply source from the planned Rosarito Desalination Facility via a conveyance system, pumping facilities, and disinfection system. JUSTIFICATION OF PROJECT: The concept could provide for an independent water source to the District. COMMENTS: FY 2007 - Original Budget amount approved 5/23/2006 for $1M. FY 2009 - Budget increase approved 6/25/2008 to $5M. FY 2010 - Budget increase approved 5/21/2009 to $30M. FY 2020 - After discussions with DDW in May 2013, UV disinfection was estimated to cost $3.7M. Updating this estimate to January 2019, the cost of UV is estimated to cost $4.3M. A Pump Station is not expected to be required since the HGL needed to pump from Rosarito to the border will exceed the elevation of District facilities. The conveyance pipeline is estimated to be 21,100 linear feet (LF). A 24-inch pipeline could convey 12 MGD and at $62/Inch/LF will cost $31.4M. Updating these estimates to January 2019, the cost was increased to $35.7M ($4.3M for UV and $31.4M for Conveyance Pipeline). FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%69%0%0%69% Expansion 31%0%0%0%31% TOTAL:31%69%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $1 $5 $5 $5 $5 $100 $3,944 PRIOR YEARS: TOTAL $3,823 115 P2451 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2006 6/30/2028 7/1/2028 6/30/2030 $3,844 $4,256 PROJECT PHASE: 7/1/2030 6/30/2034 $27,600 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/28/2023Jolene Fielding 116 P2460I.D. 7 Trestle and Pipeline Demolition Stephen Beppler 5/23/2016 1 1 $900,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission 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. FY 2023 - Additional environmental surveys and permitting with the City of Chula Vista will delay the construction until FY 2024. FY 2024 - Budget increased from $750K to $900K to account for additional environmental work performed and anticipated during demolition work including hazardous materials handling. Also, early 2023 storms have degraded the access roads to the site greatly requiring additional funds to address this issue. Demolition will be in FY 2025 for adequate time to obtain City of Chula Vista agreements for Right-of-Entry and Grading. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total 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 2024 2025 2026 2027 2028 2029 Total $50 $550 $50 $0 $0 $0 $900 PRIOR YEARS: TOTAL $250 117 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 6/30/2023 $10 $240 PROJECT PHASE: 7/1/2023 6/30/2026 $650 PROJECT LOCATION:OWD Map Book:71 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/28/2023Jolene Fielding 118 P2485SCADA - Infrastructure and Communications Replacement Michael Kerr 5/21/2009 0 1 $2,550,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General 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 2023 – Updated request for funding for FY 2023 through FY 2025 based on conversations with Administration and Operations Managers resulted in a total budget increase of $100K to $2.55M. 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 2024 2025 2026 2027 2028 2029 Total $35 $55 $0 $0 $0 $0 $2,550 PRIOR YEARS: TOTAL $2,460 119 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 6/30/2025 $2,550 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 120 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: COSS Functional Category: Distribution 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 eighty-five (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 2024 2025 2026 2027 2028 2029 Total $5 $75 $125 $400 $390 $0 $995 PRIOR YEARS: TOTAL $0 121 P2516 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 $80 $125 PROJECT PHASE: 7/1/2026 6/30/2028 $795 PROJECT LOCATION:OWD Map Book:301 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Bob Kennedy 122 P2521Large Meter Vault Upgrade Program Andrea Carey 5/16/2011 0 1 $710,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Meters and Services This project is for the retrofit and upgrade of approximately fifty (50) large meter vaults to either above ground conditions or eliminate the confined space depth. JUSTIFICATION OF PROJECT: The existing large meters are installed in below grade vaults, which creates increased costs and 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 2025. FY 2024 - Project budget increased from $620K to $710K as the cost of meters has increased in the last three (3) years. 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 2024 2025 2026 2027 2028 2029 Total $40 $25 $40 $40 $25 $40 $710 PRIOR YEARS: TOTAL $500 123 P2521 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 8/1/2011 6/30/2030 7/1/2014 6/30/2030 $220 $60 PROJECT PHASE: 8/1/2016 6/30/2030 $430 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 124 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: COSS Functional Category: Storage 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 2024 2025 2026 2027 2028 2029 Total $5 $5 $5 $5 $45 $10 $1,275 PRIOR YEARS: TOTAL $1,200 125 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 6/30/2029 $1,175 PROJECT LOCATION:OWD Map Book:369 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/28/2023Jolene Fielding 126 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: COSS Functional Category: Storage 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 2024 2025 2026 2027 2028 2029 Total $5 $5 $5 $5 $40 $45 $1,270 PRIOR YEARS: TOTAL $1,165 127 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 6/30/2029 $1,170 PROJECT LOCATION:OWD Map Book:304 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/28/2023Jolene Fielding 128 P2553Heritage Road Bridge Replacement and Utility Relocation Stephen Beppler 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: COSS Functional Category: Distribution The existing 16-inch potable water pipeline to North Island Credit Union Amphitheatre (formerly known as Sleep Train Amphitheatre) and Sesame Place (formerly known as Aquatica San Diego), a SeaWorld Parks and Entertainment water park, was built under the Otay River. The City of Chula Vista 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 2024 2025 2026 2027 2028 2029 Total $200 $2,000 $1,000 $1,000 $500 $50 $5,050 PRIOR YEARS: TOTAL $300 129 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 6/30/2029 $4,550 PROJECT LOCATION:OWD Map Book:50 & 51 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/28/2023Jolene Fielding 130 P2563Res - 870-1 Reservoir Cover/Liner Replacement Jeff Marchioro 6/3/2015 P2228, P2083, & P2666 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: COSS Functional Category: Storage This project is for the replacement of the existing membrane floating cover and liner with a new membrane system. The project also includes lowering the existing reservoir 30-inch inlet pipe. JUSTIFICATION OF PROJECT: The existing 1988 era membrane floating cover and liner have reached the end of their useful lives and require replacement to meet regulatory requirements. The existing reservoir inlet pipe has hydraulic challenges since the reservoir is normally operated below an existing high point in the existing inlet pipe. Lowering the existing reservoir pipe will enable the existing 870-1 and future 870-2 reservoirs to fill evenly. Lowering the existing reservoir inlet pipe will also improve operational flexibility to isolate reservoir outlet piping. COMMENTS: FY 2022 - Project budget adjusted from $2.70M to $3.50M. This includes $100K increase for planning of temporary and/or permanent 870 Pressure Zone improvement alternatives to support this CIP. The budget adjustment also includes a $600K increase corresponding to refined cost estimates assuming a 0.5 MG rather than 0.3 MG temporary tank. Overall, this CIP includes three main components: 1) Alternatives analysis $100K 2) Assumed alternative (0.5 MG temporary tank) $1.7M 3) Floating cover/liner replacement $1.7M FY 2023 - Project budget adjusted from $3.5M to $5.7M. This includes changes associated with small reservoir (from temporary bolted steel to permanent Type 1 concrete, changing back from 0.5MG to 0.3MG), yard piping improvements such as separate inlet and outlet piping, and plumbing overflow drain piping to existing 870-1 Reservoir drain headwall. Overall, this CIP includes the following components: 1) Alternatives analysis $100K 2) Assumed alternative (0.3 MG Type I concrete tank) $3.5M 3) 870-2 PS retrofit with VFD driven pump $0.4M 4) Floating cover/liner replacement $1.7M FY 2024 - Project budget adjusted from $5.7M to $3.5M since a new CIP was created for the 870-2 sized at 3.4MG. The 0.3 MG Type I concrete tank and 870-2 PS retrofit with VFD driven pump was also removed from this CIP. The floating cover and liner estimate was adjusted to reflect current pricing. Overall, this CIP includes the following components: 1) Floating cover/liner replacement $2.5M 2) Lower existing reservoir inlet pipe $1.0M FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%30%0%30% Betterment ID 22 0%70%0%0%70% TOTAL:0%70%30%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $50 $30 $20 $2,500 $200 $0 $3,500 PRIOR YEARS: TOTAL $700 131 P2563 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2015 6/30/2022 7/1/2022 6/30/2025 $50 $780 PROJECT PHASE: 7/1/2025 6/30/2028 $2,670 PROJECT LOCATION:OWD Map Book:55 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Jolene Fielding 132 P25671004-2 Reservoir Interior/Exterior Coating & Upgrades Kevin Cameron 6/3/2015 3 3 $1,375,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is for the interior and exterior coatings of the 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. FY 2023 - Budget increased from $1,150K to $1,275K. FY 2024 - Budget increased $100K to $1,375K as a result of 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 2024 2025 2026 2027 2028 2029 Total $325 $50 $50 $50 $0 $0 $1,375 PRIOR YEARS: TOTAL $900 133 P2567 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 1/4/2018 3/30/2022 4/1/2022 10/5/2022 $200 $300 PROJECT PHASE: 10/6/2022 6/30/2027 $875 PROJECT LOCATION:OWD Map Book:316 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Bob Kennedy 134 P2571Data Center Network Data Storage and Infrastructure Enhancements Michael Kerr 6/3/2015 0 2 $530,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project is for the 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 FY 2023 - Increase project budget from $450K to $530K to complete upgrades. 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 2024 2025 2026 2027 2028 2029 Total $15 $15 $0 $0 $0 $0 $530 PRIOR YEARS: TOTAL $500 135 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 6/30/2025 $530 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Jolene Fielding 136 P2572Enterprise Resource Planning (ERP) Replacement Michael Kerr 6/3/2015 0 2 $795,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Staff embarked on both an RFI for the Utility Billing System and an upgrade path from Tyler Eden to Tyler Munis for the organization’s Financial Record keeping and management. JUSTIFICATION OF PROJECT: Currently, Tyler Eden is due to sunset March 1, 2027. The project timeline for the Financial (ERP) path is 18 to 24 months in duration. COMMENTS: FY 2017 - Staff will start the discovery process in FY 2020 to identify possible alternatives for a new system. Given the history of the current solution, Eden, staff anticipates that FY 2021 will be appropriate for a replacement. In FY 2021, the District will have been utilizing the Eden financials for over fifteen (15) years. In the interim, staff will conduct research based on the District's current technology infrastructure for best fit for conversion of historical data, proper workflow and security, and templates for utility billing and invoicing. FY 2019 - Staff will start the discovery process in FY 2020 to include needs assessment and evaluation of the District’s current Financial Management solution. The ERP assessment will provide information needed to function effectively and to decide if the current system is meeting the District’s business needs. Staff anticipates the assessment conducted will measure current District operational strategies, business processes, and identify opportunities for margin improvement and risk reduction. Post assessment, the selected vendor will produce a road map showing areas of potential improvement through planning, service, and quality, and align with the District’s strategy and goals. FY 2020 - The original budget for FY 2019 was $0.5M and was increased on 2/4/19 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. FY 2024 - Staff embarked on both an RFI for the Utility Billing System and an upgrade path from Tyler Eden to Tyler Munis for the organization’s Financial Record keeping and management. Annual costs will be shifted to the operating budget and the CIP budget lowered to $795K. 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 2024 2025 2026 2027 2028 2029 Total $280 $130 $215 $170 $0 $0 $795 PRIOR YEARS: TOTAL $0 137 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 6/30/2027 $795 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Bob Kennedy 138 P2578PS - 711-2 (PS 711-1 Replacement and Expansion) - 14,000 GPM Jeff Marchioro 5/23/2016 P2473 1 2 $8,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping This project is for the construction of a new Pump Station to expand the existing Pump Station from the current capacity of 10,000 GPM to at least 14,000 GPM. New facilities will be designed for simplifying future replacement of the existing Pump Station. JUSTIFICATION OF PROJECT: The existing Pump Station was de-rated in 2010 to resolve vibration and cavitation issues. The current Pump Station is not capable of meeting the required flow rates for daily demands that are anticipated to meet growth in Villages 4, 8, 9, and 3. The timing of this project coincides with the related development. A review of the existing Pump Station indicates it is not at the end of its life expectancy. The Pump Station can be incorporated into an expansion as there is adequate space at the site to facilitate the project. COMMENTS: FY 2021 - Project budget increased from $13M to $16M to reflect current pricing. FY 2022 - Project budget decreased from $16M to $8M as scope of work changed to reflect a minimum 4,000 GPM expansion. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total 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 2024 2025 2026 2027 2028 2029 Total $100 $100 $200 $400 $400 $400 $1,685 PRIOR YEARS: TOTAL $85 139 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 9/30/2026 $85 $500 PROJECT PHASE: 10/1/2024 6/30/2030 $7,415 PROJECT LOCATION:OWD Map Book:114 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/28/2023Jolene Fielding 140 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: COSS Functional Category: Storage This project is to incorporate the existing 657 Pressure Zone into the 640 Pressure Zone, abandon and demolish the two (2) 657 Reservoirs, and modify associated 657 Zone Pressure Reducing Stations in the La Presa area. JUSTIFICATION OF PROJECT: Eliminating the existing 657 Pressure Zone will simplify operations, reduce operating cost, and improve reliability. These facilities are no longer necessary and the demolishing will coordinate with the timing of the current 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 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $25 $25 PRIOR YEARS: TOTAL $0 141 P2584 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 12/31/2026 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 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/10/2023Bob Kennedy 142 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: COSS Functional Category: Storage 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 2024 2025 2026 2027 2028 2029 Total $10 $45 $20 $20 $5 $0 $1,050 PRIOR YEARS: TOTAL $950 143 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 7/30/2028 $970 PROJECT LOCATION:OWD Map Book:66 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/28/2023Jolene Fielding 144 P2594Large Meter Replacement Andrea Carey 5/23/2016 0 1 $815,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Meters and Services This project is for the replacement of water meters 3-inch or larger. JUSTIFICATION OF PROJECT: Of the 219 large meters in the ground, 105 are no longer repairable and must be replaced. Through FY 2020, a majority of the meters have been replaced under this CIP. Staff has identified six (6) meters that will be replaced in 2020 and has revised the CIP budget to include these. Large meters typically have a life cycle of five (5) to seven (7) years. Based on prior replacements, staff anticipates another round of replacements beginning in FY 2024. This includes three (3) 10-inch meters (approximately $20K each). COMMENTS: FY 2023 - Increase budget from $690K to $730K to replace additional meters; project expenditures at this time have reached $495K. FY 2024 - Increased budget from $730K to $815K as the cost of meters has increased in the last three (3) years. 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 2024 2025 2026 2027 2028 2029 Total $25 $40 $50 $50 $50 $50 $815 PRIOR YEARS: TOTAL $550 145 P2594 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2016 6/30/2029 $815 $0 PROJECT PHASE: $0 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/28/2023Jolene Fielding 146 P2595PL - 16-inch, 624 Zone, Village 3N - Heritage Road, Main St/Energy Way Kevin Cameron 5/23/2005 P2403 2 2 $336,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for 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: This is a developer driven project. FY 2024 - Budget increased from $150K to $336K to reflect projected higher materials and installation costs since originally estimated. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $1 $100 $100 $100 $35 $0 $336 PRIOR YEARS: TOTAL $0 147 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 6/30/2028 $336 PROJECT LOCATION:OWD Map Book:82 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/28/2023Jolene Fielding 148 P2596PL – 16-inch, 624 Zone, Village 3N – Main St, Heritage Rd/Wolf Canyon Kevin Cameron P2595, R2028, & R2038 2 2 $900,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for construction of approximately 3,220 feet of 16-inch pipeline within the 624 Pressure Zone (PZ) in Village 3N in Main Street east of Heritage Road. JUSTIFICATION OF PROJECT: Project development requires a 12-inch pipeline to service the area, the District is covering the upgrade to a 16-inch pipeline to provide transmission capabilities to the other parts of the 624 PZ. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $1 $1 $1 $2 $395 $500 $900 PRIOR YEARS: TOTAL $0 149 P2596 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2029 $900 PROJECT LOCATION:OWD Map Book:051 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/26/2023Bob Kennedy 150 P2598PL-16-Inch, 624 Zone, Village 8W – Main St, La Media/Village 4 Kevin Cameron P2599, R2037, R2047, & R2137 2 2 $280,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for construction of approximately 1,000 feet of 16-inch pipeline within the 624 Pressure Zone (PZ) in Village 8W in Main Street from La Media Road to Village 4. JUSTIFICATION OF PROJECT: Project development requires a 12-inch pipeline to service the area, the District is covering the upgrade to a 16-inch pipeline to provide transmission capabilities to the other parts of the 624 PZ. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $1 $1 $1 $12 $45 $220 $280 PRIOR YEARS: TOTAL $0 151 P2598 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2029 $280 PROJECT LOCATION:OWD Map Book:068 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/26/2023Bob Kennedy 152 P2599PL-16-Inch, 624 Zone, Village 8W- Otay Valley Rd, School/Village 8E Kevin Cameron P2598, R2037, R2047, & R2137 2 3 $500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for construction of approximately 900 feet of 16-inch pipeline within the 624 Pressure Zone (PZ) in Village 8W in Otay Valley Road to the Village 8E property line. JUSTIFICATION OF PROJECT: Project development requires an 8-inch pipeline to service the area, the District is covering the upgrade to a 16-inch pipeline to provide transmission capabilities to the other parts of the 624 PZ. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $1 $1 $1 $1 $146 $350 $500 PRIOR YEARS: TOTAL $0 153 P2599 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2029 $500 PROJECT LOCATION:OWD Map Book:052 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/26/2023Bob Kennedy 154 P2602PL - 16-inch, 624 Zone, Otay Valley Road, SR 125 Bridge Kevin Cameron P2580 & P2603 2 3 $280,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for construction of approximately 500 feet of 16-inch pipeline within the 624 Pressure Zone (PZ) in the Otay Valley Road bridge over SR 125. JUSTIFICATION OF PROJECT: Project development requires a 12-inch pipeline to service the area, the District is covering the upgrade to a 16-inch pipeline to provide transmission capabilities to the other parts of the 624 PZ. Installations in bridges are estimated at a higher cost per inch per foot. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $1 $1 $1 $1 $126 $150 $280 PRIOR YEARS: TOTAL $0 155 P2602 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2029 $280 PROJECT LOCATION:OWD Map Book:069 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 156 P2603PL - 16-inch, 711 Zone, Hunte Parkway, SR 125 Bridge Kevin Cameron P2580 & P2602 2 3 $340,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for construction of approximately 600 feet of 16-inch pipeline within the 711 Pressure Zone (PZ) in the Hunte Parkway bridge over SR 125. JUSTIFICATION OF PROJECT: Project development requires a 12-inch pipeline to service the area, the District is covering the upgrade to a 16-inch pipeline to provide transmission capabilities to the other parts of the 624 PZ. Installations in bridges are estimated at a higher cost per inch per foot. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $1 $1 $1 $1 $136 $200 $340 PRIOR YEARS: TOTAL $0 157 P2603 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2029 $340 PROJECT LOCATION:OWD Map Book:069 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 158 P2605458/340 PRS Replacement, 1571 Melrose Ave Stephen Beppler 5/24/2017 P2627 2 1 $750,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution 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. FY 2022 - Project being re-bid in 2021 due to unresponsive bid received in 2020. FY 2024 - Construction completed in FY 2023, project to be closed out at end of FY 2024. 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 2024 2025 2026 2027 2028 2029 Total $40 $0 $0 $0 $0 $0 $750 PRIOR YEARS: TOTAL $710 159 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 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Jolene Fielding 160 P2608PL - 8-inch, 850 Zone, Coronado Avenue, Chestnut/Apple Stephen Beppler 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: COSS Functional Category: Distribution 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 PRVs is the basis for the $820K budget. FY 2021 - The construction contract for the first phase was awarded by the Board on 3/11/2020 and the staff report for the award of Phase I noted a budget increase for Phase II would be made during the FY 2021 budget process. 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 2024 2025 2026 2027 2028 2029 Total $30 $40 $40 $800 $500 $10 $1,820 PRIOR YEARS: TOTAL $400 161 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 $405 PROJECT PHASE: 7/1/2024 6/30/2029 $1,390 PROJECT LOCATION:OWD Map Book:303 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Jolene Fielding 162 P2609PL - 8-inch, 1004 Zone, Eucalyptus Street, Coronado/Date/La Mesa Stephen Beppler 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: COSS Functional Category: Distribution Replace existing water line through easement along Eucalyptus Street with 1,600 feet of new 8-inch water line along Coronado Avenue, Date Street, and La Mesa Avenue. JUSTIFICATION OF PROJECT: Existing water line through easement along Eucalyptus Street is inaccessible, old, and has experienced leaks. Without this water line, fire flows in the area are below recommended rates. The current pipeline in this area is failing. The recommended length is needed to adequately serve the homes currently served by the failing pipe. COMMENTS: FY 2020 - 1,600 linear feet (LF) of new 8-inch PVC pipe (at $62/inch/LF) and extended outreach is the basis for the $800K budget. FY 2021 - A budget increase of $500K was approved for Phase I by the Board on 3/11/2020 and the staff report for the award of the first phase noted a budget increase for Phase II would be made during the FY 2021 budget process. 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 2024 2025 2026 2027 2028 2029 Total $20 $25 $100 $500 $300 $20 $2,100 PRIOR YEARS: TOTAL $1,135 163 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 6/30/2029 $1,850 PROJECT LOCATION:OWD Map Book:317 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Jolene Fielding 164 P2610Valve Replacement Program - Phase 1 Charles Mederos 5/24/2017 0 1 $2,325,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution 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 seventy (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 seventy (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 seventy (70) years service life of the valves, we need to eventually replace 300 valves/year. Staff will be using InfoAsset Planner software's valve criticality tool along with the valve exercising list of non-operable valves to focus the replacement of valves for future phases. COMMENTS: FY 2020 - Increased the overall budget to have an annual valve replacement program. FY 2024 - Increased the budget $325K to allow staff to replace twenty (20) valves for FY 2024 and to initiate a program to focus the replacement of valves for future phases. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $325 $150 $50 $0 $0 $0 $2,325 PRIOR YEARS: TOTAL $1,800 165 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 $225 PROJECT PHASE: 7/1/2021 6/30/2026 $2,025 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Jolene Fielding 166 P2611Quarry Road Bridge Replacement and Utility Relocation Stephen Beppler 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: COSS Functional Category: Distribution Replace existing water main crossing with new bridge construction. JUSTIFICATION OF PROJECT: New bridge construction requires replacement of the water main. COMMENTS: FY 2020 - Added $300K for temporary bypass during construction and used current bidding rates. FY 2021 - The County design is at 70%, but the County has put this project on hold to look at additional alternative designs. FY 2022 - The County's design is at 70%, but the County is delaying the project and looking at alternative designs per a request from Supervisor Jacobs. Moved budget into future years. 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 2024 2025 2026 2027 2028 2029 Total $1 $1 $1 $1 $1 $25 $155 PRIOR YEARS: TOTAL $125 167 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 $126 $3 PROJECT PHASE: 7/1/2027 8/31/2030 $3,471 PROJECT LOCATION:OWD Map Book:197 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Jolene Fielding 168 P2612PL - 12-inch, 711 Zone, Paso de Luz/Telegraph Canyon Road Stephen Beppler 5/24/2017 4 1 $1,250,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution 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 2024 2025 2026 2027 2028 2029 Total $500 $250 $50 $0 $0 $0 $1,250 PRIOR YEARS: TOTAL $450 169 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 $230 PROJECT PHASE: 1/1/2021 6/30/2026 $1,000 PROJECT LOCATION:OWD Map Book:096 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Jolene Fielding 170 P2614485-1 Reservoir Interior/Exterior Coating Kevin Cameron 5/24/2017 4 3 $1,375,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is for the interior and exterior coatings of the 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: FY 2023 - Increased overall budget to reflect current bidding climate and increased material cost. 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 2024 2025 2026 2027 2028 2029 Total $375 $50 $50 $50 $0 $0 $1,375 PRIOR YEARS: TOTAL $850 171 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 6/30/2027 $1,295 PROJECT LOCATION:OWD Map Book:112 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 172 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: COSS Functional Category: Distribution This project is for the replacement of approximately 0.5 miles (2,750 ft +/-) of 12-inch and 14-inch potable water main within the 803 and 978 Pressure Zones (PZ) in Vista Grande. Project extends from Townsend Place to the 978-1 Pump Station (PS) site in the 803 Pressure Zone (PZ) and from the 978-1 PS site to Paseo Grande in the 978 PZ. JUSTIFICATION OF PROJECT: This project will replace thin wall, 1959-60 era, steel pipe originally constructed under As-Built number 01-03. Two (2) of the original four (4) miles of thin wall steel pipe have been replaced through separate CIP and developer projects. The remaining 2.1 miles of pipe have developed several water main breaks including semi-localized coating failures and corrosion of the thin wall steel can. This is the last of the projects for this pipeline replacement. COMMENTS: FY 2020 - The County resealed this section of Vista Grande in December 2018, which has a three (3) year moratorium before the Otay Water District can disturb the road without having to perform a full width restoration. As potholing will be required during the design phase, the project has been delayed past the preliminary design phase until FY 2022. FY 2021 - The project is located close to an elementary school that will restrict working hours during the school year, increasing the construction cost due to lower productivity per day. 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 2024 2025 2026 2027 2028 2029 Total $250 $300 $500 $1,000 $400 $100 $2,600 PRIOR YEARS: TOTAL $50 173 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 9/30/2025 $50 $450 PROJECT PHASE: 10/1/2025 6/30/2029 $2,100 PROJECT LOCATION:OWD Map Book:368 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:1/11/2023Steve Beppler 174 P2616PL - 12-Inch Pipeline Replacement, 978 Zone, Pence Drive/Vista Sierra Drive Stephen Beppler 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: COSS Functional Category: Distribution This project is for the replacement of approximately 0.4 miles of 14-inch steel potable water main within the 978 Pressure Zones (PZ) in Pence Drive, Vista Sierra Drive, and easements on private property east of Vista Grande. Replacement length of 12-inch and 8-inch water lines increased to 4,700 feet (900 ft of 8-inch on 1200 PZ and 3,800 ft of 12-inch on 978 PZ) to relocate lines outside of inaccessible easements and resolve low pressure services. JUSTIFICATION OF PROJECT: This project will replace thin wall, 1959-60 era, steel pipe originally constructed under As-Built number 01-03. Two (2) of the original four (4) miles of thin wall steel pipe have been replaced through separate CIP and developer projects. The remaining 2.1 miles of pipe have developed several breaks and leaks and will be replaced under CIPs P2573, P2574, P2615, and P2625. COMMENTS: FY 2021 - Based upon latest construction bid costs and scope of work, budget increased from $3.3M to $4.2M. FY 2022 - Schedule adjusted to reflect project being divided into two phases. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $600 $200 $150 $150 $400 $500 $2,900 PRIOR YEARS: TOTAL $900 175 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 1/31/2028 $30 $370 PROJECT PHASE: 2/1/2021 7/30/2031 $3,800 PROJECT LOCATION:OWD Map Book:378 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Jolene Fielding 176 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: COSS Functional Category: General 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 to $225K to include minor lobby remodeling and outfitting with customer interactive informational technologies. FY 2023 - Project completion has been delayed by the Covid-19 Pandemic. 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 2024 2025 2026 2027 2028 2029 Total $1 $3 $20 $20 $0 $0 $225 PRIOR YEARS: TOTAL $181 177 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 6/30/2027 $210 PROJECT LOCATION:OWD Map Book:318 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Jolene Fielding 178 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: COSS Functional Category: Transmission Replace approximately sixty (60) existing 4-inch combination air/vacuum valves with surge type (slow closing) combination air/vacuum valves on the Central Area to Otay Mesa Interconnection Pipelines. Replace existing valve enclosures as needed. Relocate approximately thirteen (13) existing air/vacuum valves located in vaults to an above ground location. JUSTIFICATION OF PROJECT: A transient surge analysis for the new 870-2 Pump Station project identified existing combination air/vacuum valves, which need to be replaced with surge type (slow closing) valves. Existing air/vacuum valve enclosures will need to be replaced since some are corroded and others are too short for the taller replacement valves. This will reduce the risk of damage to existing infrastructure that could lead to pipe failure. Existing air/vacuum valves located in vaults should be relocated to an above ground location per current health department requirements. COMMENTS: FY 2020 - Project budget increased from $270K to $500K to include relocation of thirteen (13) existing air/vacuum valves located in vaults to an above ground location. FY 2021 - Project budget increased from $500K to $600K to reflect current pricing. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $5 $10 $15 $140 $210 $0 $600 PRIOR YEARS: TOTAL $220 179 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 6/30/2025 $50 $130 PROJECT PHASE: 7/1/2018 6/30/2028 $420 PROJECT LOCATION:OWD Map Book:055 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Jolene Fielding 180 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: COSS Functional Category: Distribution 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. FY 2022 - Project being re-bid in 2021 due to unresponsive bid received in 2020. FY 2024 - Warranty period will end in FY 2024, project to be closed at end of fiscal 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 2024 2025 2026 2027 2028 2029 Total $10 $0 $0 $0 $0 $0 $750 PRIOR YEARS: TOTAL $740 181 P2627 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2018 7/1/2018 9/30/2020 $2 $148 PROJECT PHASE: 10/1/2020 6/30/2024 $600 PROJECT LOCATION:OWD Map Book:065 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Jolene Fielding 182 P2630624-3 Reservoir Automation of Chemical Feed System Stephen Beppler 5/21/2018 1 2 $675,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Treatment This project is to standardize the disinfection station located at the 624-3 Reservoir. The 624-3 Reservoir is a 30-million-gallon potable storage and disinfection facility located in Chula Vista that receives water from Water Authority FCF #12, which is then pumped and/or gravity fed to other reservoir facilities to meet water demands. The 624-3 Reservoir has a boosting disinfection station that is able to bring up the chlorine residual to a more stable and higher residual that will endure throughout the distribution system to maintain water quality. The chlorine and ammonia pumps are manually operated and must be adjusted every time a flow change is requested from San Diego County Water Authority. This process is usually done once per day and it takes about an hour to complete. JUSTIFICATION OF PROJECT: The Otay Water District (District) currently has two (2) other disinfection facilities in operation that are automated with chemical pumps that automatically adjust to achieve the desired chlorine residual to maintain water quality and meet EPA and State requirements. This allows the Water System Operators to have the flexibility of requesting flow changes and not physically be at the disinfection facility, but rather monitor remotely via SCADA and respond if needed. This project will automate the chemical delivery system and will provide the Water System Operators more operational flexibility, increase efficiency, and reduce operational costs and overtime. COMMENTS: FY 2020 - Automating the chemical system at the 624-3 Reservoir is considered as an option as it will standardize the operation of the disinfection system throughout the District. Updated budget for current bidding climate and increased material costs. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $15 $15 $25 $160 $444 $0 $675 PRIOR YEARS: TOTAL $16 183 P2630 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 4/1/2020 10/31/2023 11/1/2023 10/29/2024 $20 $26 PROJECT PHASE: 7/1/2025 6/30/2027 $629 PROJECT LOCATION:OWD Map Book:114 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Jolene Fielding 184 P26311485-2 Reservoir Interior/Exterior Coating & Upgrades Kevin Cameron 5/21/2018 5 3 $1,450,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is for the interior and exterior coatings of the 1485-2 Reservoir. In addition, an assessment of the facility will be accomplished to assure compliance to all applicable codes and OSHA standards. JUSTIFICATION OF PROJECT: Based upon the current Cathodic Assessment Report, the interior and exterior coatings on the 1485-2 Reservoir are nearing the end of their useful lives and are in need of replacement. The Reservoir was constructed in 2006 and has never been recoated. COMMENTS: 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 2024 2025 2026 2027 2028 2029 Total $40 $950 $350 $10 $10 $90 $1,450 PRIOR YEARS: TOTAL $0 185 P2631 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 2/1/2024 4/30/2024 5/1/2024 10/31/2024 $20 $80 PROJECT PHASE: 11/1/2024 6/30/2029 $1,350 PROJECT LOCATION:OWD Map Book:336 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Jolene Fielding 186 P2638Buildings and Grounds Refurbishments Kent Payne 5/21/2018 3 1 $745,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Throughout the Administration and Operations main campus, replace deteriorated irrigation systems; upgrade and calibrate irrigation controls for optimal water usage; replace eroded slope areas along customer driveway, public and employee parking, and equipment lots; install hard and soft ground cover for effective erosion control; remove and replace dead and dying trees; restore plantings based on original architectural material schedules. JUSTIFICATION OF PROJECT: Much of the existing irrigation systems, remaining plants, and hardscape at the Administration campus are the from the original 1998 construction and are in need of replacement and replanting. The slopes along driveways and parking areas have eroded, 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: FY 2023 - The completion of Phase 1 of improvements (Admin entrance and parking area) expected in FY 2023 at a cost of $225K. The remaining improvements to the Administration and Operations campus' are estimated at $175K, resulting in the overall budget to be increased from $186K to $400K. FY 2024 – Operations flooring, Conference Room, and SCADA update, and adding eight (8) Water Operations workstations - $175K; FY 2025 second phase Admin landscape improvements, lunchroom, garden, employee parking, and upper lots - $220K. Overall budget increase to $745K. 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 2024 2025 2026 2027 2028 2029 Total $175 $220 $50 $50 $0 $0 $745 PRIOR YEARS: TOTAL $250 187 P2638 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2018 6/30/2025 $0 $50 PROJECT PHASE: 7/1/2018 6/30/2027 $695 PROJECT LOCATION:OWD Map Book:318 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Jolene Fielding 188 P2639Vista Diego Hydropneumatic Pump Station Replacement Jeff Marchioro 5/21/2018 P2680 5 3 $3,700,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping Replace the existing Hydropneumatic Pump Station (PS) which serves the small 1530 Pressure Zone (PZ) containing approximately thirty-five (35) potable water meters and four (4) hydrants. JUSTIFICATION OF PROJECT: The original 1966 era PS was retrofitted with a fire pump in the late 1980's, at which time all electrical gear was replaced and a generator was installed. The existing PS has an ongoing water quality (entrained air) issue observed within the PS and the small 1530 PZ it serves. The existing PS is nearing the end of its useful life. COMMENTS: FY 2020 - Project budget increased from $2.5M to $2.8M to reflect current pricing. Replacement of the generator will be done through a separate CIP. FY 2022 - Project budget increased from $2.8M to $2.9M to increase the footprint of the site and replace/enlarge existing site retaining walls. FY 2023 - Project budget increased from $2.8M to $3.7M to reflect consultant construction cost estimate and environmental. 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 2024 2025 2026 2027 2028 2029 Total $175 $1,000 $1,000 $1,000 $50 $0 $3,700 PRIOR YEARS: TOTAL $475 189 P2639 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2018 6/30/2023 7/1/2021 6/30/2024 $100 $600 PROJECT PHASE: 7/1/2024 6/30/2028 $3,000 PROJECT LOCATION:OWD Map Book:322 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Jolene Fielding 190 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: COSS Functional Category: Pumping Replace the existing Hydropneumatic Pump Station (PS) with a new PS coordinated with a separate CIP P2040 (1655-1 Reservoir) project. The existing PS currently serves approximately twenty-five (25) meters and eleven (11) hydrants. JUSTIFICATION OF PROJECT: The existing 1655 Pressure Zone will change from a closed Hydropneumatic system to a gravity system when the future 1655-1 Reservoir is constructed (CIP 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 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 2024 2025 2026 2027 2028 2029 Total $25 $25 $25 $200 $1,000 $1,025 $2,500 PRIOR YEARS: TOTAL $200 191 P2642 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2018 6/30/2026 7/1/2021 6/30/2027 $50 $200 PROJECT PHASE: 7/1/2026 6/30/2029 $2,250 PROJECT LOCATION:OWD Map Book:206 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 192 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: COSS Functional Category: Transmission This project is for the replacement and repairs of existing cathodic protection systems on various potable pipelines in the North District. JUSTIFICATION OF PROJECT: The ongoing Cathodic Protection Program efforts have identified various pipelines for anode replacement, cathodic test station repairs, installation of isolation kits, and repair of existing anode beds. This CIP has been budgeted based on recommendations and cost estimates found in the Otay Water District’s Cathodic Protection Program 2015 Annual Report. Up to twenty-five (25) cathodic protection systems may be repaired under this CIP. COMMENTS: 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 2024 2025 2026 2027 2028 2029 Total $15 $400 $400 $350 $30 $0 $1,200 PRIOR YEARS: TOTAL $5 193 P2646 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2022 6/30/2024 7/1/2023 6/30/2024 $10 $10 PROJECT PHASE: 7/1/2024 6/30/2028 $1,180 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Jolene Fielding 194 P2647Central Area Cathodic Protection Improvements Jeff Marchioro 5/21/2018 P2508 1 3 $2,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the replacement and repairs of existing cathodic protection systems on various potable pipelines in the Central Area. JUSTIFICATION OF PROJECT: The ongoing Cathodic Protection Program efforts have identified various pipelines for anode replacement, cathodic test station repairs, installation of isolation kits, and repair of existing anode beds. This CIP has been budgeted based on recommendations and cost estimates found in the Otay Water District’s Cathodic Protection Program 2020 Annual Report. Up to twenty-eight (28) cathodic protection systems may be repaired under this CIP. COMMENTS: FY 2023 - Project budget increased from $1.3M to $2.0M to reflect current pricing and growing quantity of anode replacements needed for the central area. 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 2024 2025 2026 2027 2028 2029 Total $75 $165 $600 $600 $460 $0 $2,000 PRIOR YEARS: TOTAL $100 195 P2647 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 6/30/2024 7/1/2023 6/30/2025 $100 $300 PROJECT PHASE: 7/1/2025 6/30/2028 $1,600 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:1/27/2023Jeff Marchioro 196 P2649HVAC Equipment Purchase Kent Payne 5/21/2018 3 1 $279,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project provides funding for the capital purchase of replacement heating, ventilation, and air conditioning (HVAC) roof top air handling units (RTU) for the Administration building that were installed in 1998. JUSTIFICATION OF PROJECT: Replacement HVAC equipment will be used for administrative functions. COMMENTS: FY 2019 - The HVAC system RTUs have reached the end of their useful lives and need to be replaced. The schedule and estimated cost for the replacement of these units will be done over several years: FY 2019 Board Room $21,000 FY 2020 Accounting & Finance $44,000 FY 2021 Training Room $20,000 FY 2022 Lunchroom $15,000 FY 2023 Gym Area & Computer Training $30,000 FY 2023 - Updated replacement schedule (in FY 2021 dollars): FY 2021 A unit at Operations had reached the end of its useful life and was replaced at $27K, which included a UVC sterilization unit. FY 2023 - Increase project budget from $149K to $279K to include the facilities listed below: FY 2023 Board Room, Finance, and Gym $64,000 FY 2024 Accounting & Training Room $43,000 FY 2025 Lunchroom & Computer Training Room $39,000 FY 2024 - A new recycled water CIP will be created to replace the unit at the 680-1 REC PS at 1680 Maxwell Road for FY 2026 estimated to cost $22,000 and at the 680-1 REC RES; 944 REC PS 1390 S Greensview Drive for FY 2027 estimated to cost $22,000. 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 2024 2025 2026 2027 2028 2029 Total $43 $39 $46 $22 $0 $0 $279 PRIOR YEARS: TOTAL $129 197 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 6/30/2027 $279 PROJECT LOCATION:OWD Map Book:318 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 198 P2652520 to 640 Pressure Zone Conversion Jeff Marchioro 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: COSS Functional Category: Energy 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 2024 2025 2026 2027 2028 2029 Total $5 $5 $5 $5 $5 $25 $90 PRIOR YEARS: TOTAL $40 199 P2652 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 6/30/2024 4/1/2020 6/30/2029 $20 $60 PROJECT PHASE: 7/1/2025 6/30/2031 $170 PROJECT LOCATION:OWD Map Book:331, 343 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/10/2023Bob Kennedy 200 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: COSS Functional Category: Supply (Commodity/Demand) 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 2024 2025 2026 2027 2028 2029 Total $10 $30 $30 $30 $30 $29 $200 PRIOR YEARS: TOTAL $41 201 P2654 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 6/30/2025 $0 $65 PROJECT PHASE: 7/1/2025 6/30/2029 $135 PROJECT LOCATION:OWD Map Book:022 2024 2025 2026 2027 2028 2029 Total $1,500 $0 $0 $0 $0 $0 $1,500 $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:2/22/2023Bob Kennedy 202 P2655La Presa Pipeline Improvements Stephen Beppler 6/5/2019 3 2 $1,750,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution Determine the remaining useful life of existing AC pipelines installed in 1959 and develop a strategy for the improvement of the water system that serves the area between Kempton Street, Grand Avenue, Jamacha Road, and San Francisco Street. Improvements will include the replacement of gate valves (estimated 47 valves) and 6-inch AC pipelines (approximately 1,000 linear feet) with 8-inch PVC pipelines to improve fire flow in this area. Also, included is a pipeline relocation on Kempton Street for a County culvert improvement project. JUSTIFICATION OF PROJECT: These pipelines serve a mix of residential and commercial properties and approximately 240 water services. Replacement of existing 6-inch AC pipelines with 8-inch PVC pipelines will improve fire flow in this older service area of the 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 2024 2025 2026 2027 2028 2029 Total $25 $25 $25 $200 $500 $500 $1,575 PRIOR YEARS: TOTAL $300 203 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 6/30/2030 $1,550 PROJECT LOCATION:OWD Map Book:302 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/10/2023Bob Kennedy 204 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: COSS Functional Category: General Renovation of the desilting basins at the Otay Water District’s (District) Regulatory site consists of installing water/solids separating equipment in the two (2) basin separation walls between the three (3) basin sections where existing wood planks are located. Debris from Vactor trucks will be allowed to settle and water drained through the process to allow for the discharge from the basin to meet water quality requirements. JUSTIFICATION OF PROJECT: The desilting basins are used to receive Vactor truck debris from potable water related activities with settling out of solids and decanting of water to the sanitary sewer system. The current arrangement of wood planks does not allow for efficient operation of the basins as the planks are too large and heavy to move without heavy equipment. This provides excessive holding times for the basins and does not provide any drying time for the settled solids. Operation of the desilting basins has been modified to provide better functioning given the constraints of the existing arrangement, but the effluent from the basins is not complying with the requirements of the District’s Code of Ordinances, with characteristics of high inorganic content and Total Suspended Solids (TSS) exceeding 1,000 mg/l. The plant experiences noticeable TSS spikes when the basin is used, creating issues with meeting the permit turbidity limits. COMMENTS: FY 2021 - Use of filtration fabrics is being tested for efficiency and durability as the use of weir gates was not compatible with the existing basin configuration. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $5 $5 $5 $5 $5 $118 $150 PRIOR YEARS: TOTAL $7 205 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: 4/1/2022 6/30/2029 $110 PROJECT LOCATION:OWD Map Book:343 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 206 P26571485-1 Reservoir Interior/Exterior Coating & Upgrades Kevin Cameron 6/5/2019 P2631 5 3 $1,150,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is for the interior and exterior coatings of the 1485-1 Reservoir. 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 2024 2025 2026 2027 2028 2029 Total $5 $25 $800 $300 $5 $15 $1,150 PRIOR YEARS: TOTAL $0 207 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 $75 PROJECT PHASE: 10/1/2025 6/30/2027 $1,060 PROJECT LOCATION:OWD Map Book:336 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/3/2023Jolene Fielding 208 P2658832-2 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: COSS Functional Category: Pumping Replace existing pumps within the 832-2 Pump Station (PS) to draw suction from the 640 rather than 520 Pressure Zone. JUSTIFICATION OF PROJECT: In coordination with CIP P2652, 520 to 640 Pressure Zone Conversion, the District has the opportunity for significant energy cost savings by modifying the 832-2 Pump Station to enable pumping from the 640-1 and 640-2 Reservoirs rather than the 520-3 Reservoir. The 850-2 and 803-1 Pump Stations have already been modified to operate under the 640 rather than 520 hydraulic grade line suction pressure. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $5 $5 $5 $5 $5 $25 $61 PRIOR YEARS: TOTAL $11 209 P2658 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 1/1/2020 12/31/2025 1/1/2021 6/30/2026 $10 $50 PROJECT PHASE: 7/1/2026 6/30/2031 $540 PROJECT LOCATION:OWD Map Book:331 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/10/2023Bob Kennedy 210 P2659District Boardroom Improvements Michael Kerr 6/5/2019 3 1 $300,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project is for audio visual enhancements to the District Board Room. JUSTIFICATION OF PROJECT: The District Board room currently lacks updated video recording capability and the ability to webcast hearings in progress. Staff is having an increasingly hard time replacing the items without losing functionality. The main issue is that the backbone of the system is analog, which causes difficulty finding replacement parts. Some of the issues are listed below: 1. The system’s default audio recorder (Crestron) does not have the capabilities to record the meetings; staff has since added a third-party temporary recording solution. 2. The DVD player has failed and due to analog Circuitry there is no replacement option. 3. The microphones are getting feedback and causing unwanted background noise. 4. The displays are non-HD and in a form factor that is outdated causing the presentations to be skewed. COMMENTS: FY 2020 - Replacement of the current technology solution will also include new electrical configuration and system integration. Staff anticipates the enhancements to be completed by the 3rd quarter of FY 2021. FY 2021 - The Board requested hardening of the lobby and Boardroom, which is estimated to cost $85K. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $75 $35 $0 $0 $0 $0 $300 PRIOR YEARS: TOTAL $190 211 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 3/31/2025 $300 PROJECT LOCATION:OWD Map Book:318 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Jolene Fielding 212 P2661Replacement of Backflow Prevention Devices on Pipeline Interconnections on Otay Mesa Stephen Beppler 6/5/2019 P2664 2 1 $400,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution 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 fourteen (14) devices that need to be replaced. Although staff is looking at the potential to abandon the recycled water system in Otay Mesa eventually, the existing facilities need to remain operational until regulatory and institutional approval can be obtained. 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. FY 2024 - Budget increased from $375K to $400K to reflect number of devices now identified for replacement and projected installation 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 2024 2025 2026 2027 2028 2029 Total $25 $25 $25 $25 $150 $100 $359 PRIOR YEARS: TOTAL $9 213 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 $4 PROJECT PHASE: 7/1/2021 6/30/2029 $391 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Jolene Fielding 214 P2662Potable Water Meter Change Out Andrea Carey 6/5/2019 P2604 0 3 $17,100,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Meters and Services The ¾-inch to 2-inch potable water meters are reaching the end of their useful lives and will be replaced over an eight (8) year period. 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 a 10-year change out for high-users. This CIP follows that timeline. FY 2024 - Increased budget from $16.5 M to $17.1M as the cost of meters has increased in the last three 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 2024 2025 2026 2027 2028 2029 Total $1,000 $2,500 $3,000 $3,400 $3,500 $3,700 $17,100 PRIOR YEARS: TOTAL $0 215 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 $50 PROJECT PHASE: 7/1/2024 6/30/2030 $17,030 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Jolene Fielding 216 P2663Potable Water Pressure Vessel Program Jeff Marchioro 6/5/2019 0 2 $3,200,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping This project will replace pressure vessels, including six (6) surge tanks, and five (5) Hydropneumatic tanks, at existing potable water pump stations (PS) as needed. JUSTIFICATION OF PROJECT: Potable water pressure vessels have a shorter life expectancy compared to the overall PS. Several existing pressure vessels within the Otay Water District are nearing the end of their useful lives. COMMENTS: FY 2021 - The Rancho Jamul Hydropneumatic tank will be replaced in FY 2021. Vista Diego Hydropneumatic tank will be replaced FY 2022/2023 through CIP P2639, Vista Diego Hydropneumatic Pump Station Replacement. Other pressure vessels with life expectancies possibly less than six (6) years include: 980-1 surge tank(s) and 803-1 surge tank. This CIP will provide the flexibility needed to expedite replacement of any of the eleven (11) existing potable water pressure vessels, if needed. CIP subproject numbers will be created as needed to track expenditures for each pressure vessel. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $100 $400 $400 $400 $400 $400 $2,425 PRIOR YEARS: TOTAL $325 217 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: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Jolene Fielding 218 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: COSS Functional Category: Distribution 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 2024 2025 2026 2027 2028 2029 Total $25 $25 $25 $100 $100 $35 $350 PRIOR YEARS: TOTAL $40 219 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 6/30/2028 $315 PROJECT LOCATION:OWD Map Book:001 to 026 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Jolene Fielding 220 P2665PL - 12-inch Pipeline Replacement, 870 Zone, Cactus Road Jeff Marchioro 6/3/2020 2 2 $200,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution This project is for the replacement water services or other appurtenances when the approximately 4,850 feet of 12-inch and 10- inch potable water main within the 870 Pressure Zone in Cactus Road is replaced by the developer. JUSTIFICATION OF PROJECT: The project developer will replace early 1960’s era, asbestos concrete pipe originally constructed under As-Built numbers 01-07 and 08-07 that is needed to support their multifamily project. The pipe is currently operating with a static pressure up to 20 psi above its existing Class 150 pressure class rating. COMMENTS: FY 2022 - This project is expected to be constructed by the Lumina development that will upgrade Cactus Road for the majority of the pipeline alignment. Water services serving adjacent properties may need to be replaced with this reconstruction. 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 2024 2025 2026 2027 2028 2029 Total $5 $25 $25 $25 $25 $25 $130 PRIOR YEARS: TOTAL $0 221 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 $5 $20 PROJECT PHASE: 7/1/2026 6/30/2030 $175 PROJECT LOCATION:OWD Map Book:009 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Jolene Fielding 222 P2666Low Head and High Head Pump Stations Demolition Jeff Marchioro 6/3/2020 P2083 & P2563 2 2 $750,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping Demolish the District’s existing Low Head Pump Station (571-1 Pump Station) and High Head Pump Station (870-1 Pump Station) to a minimum of three feet below grade. Re-grade sites to match surrounding grades. JUSTIFICATION OF PROJECT: The new 870-2 Pump Station is scheduled to 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 2024 2025 2026 2027 2028 2029 Total $5 $5 $5 $5 $5 $100 $125 PRIOR YEARS: TOTAL $0 223 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 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/10/2023Bob Kennedy 224 P2670Administration and Operations Roof Repairs and Replacement Kent Payne 6/3/2020 P2672 3 2 $350,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General 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 West Coast Roof Consulting to evaluate the condition of the roofs on all District facilities and provide an estimate of the cost to repair or service the roofs over the next six (6) years. FY 2023 - Increase project budget from $325K to $350K and identify specific work below: Estimated Schedule: FY 2025 - Admin Building 2 (Finance) - $99,125 FY 2027 - Operations Offices - $50,000 FY 2028 - Admin Building 1 - $174,775 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 2024 2025 2026 2027 2028 2029 Total $20 $100 $5 $50 $175 $0 $350 PRIOR YEARS: TOTAL $0 225 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 $15 $25 PROJECT PHASE: 7/1/2025 6/30/2028 $310 PROJECT LOCATION:OWD Map Book:318 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:2/22/2023Bob Kennedy 226 P2671980 Reservoirs Altitude Valve Vaults Renovation Stephen Beppler 6/3/2020 5 1 $682,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This 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 is recommended. COMMENTS: FY 2022 - Budget increased from $300K to $650K to reflect scope of work changes during design. FY 2023 - On 1/9/2023 GM approved an increase to the budget to $682,000. 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 2024 2025 2026 2027 2028 2029 Total $82 $25 $0 $0 $0 $0 $682 PRIOR YEARS: TOTAL $575 227 P2671 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2022 8/31/2022 9/1/2022 4/30/2023 $10 $70 PROJECT PHASE: 5/1/2023 6/30/2025 $602 PROJECT LOCATION:OWD Map Book:172 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Jolene Fielding 228 P2672District Roof Repairs and Replacement Program Kent Payne 6/3/2020 P2670 0 2 $340,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General 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 service the roofs over the next six (6) years. The cost of this work will be tracked using separate subprojects for each District facility. FY 2023 - Decrease budget from $375K to $340K to reflect completed evaluation. Facilities to be done are listed below: Estimated Schedule: FY 2024 - 980-1 PS, 2406 Otay Lakes Road - $42,050 FY 2024 - Central - Storage Sheds - $28,800 FY 2025 - Central - Building 2 (PS) - $43,650 FY 2025 - Reg - 803-1 PS (Bldg #2) - $49,775 FY 2027 - Reg - 850-2 PS (Bldg #1) - $77,400 FY 2027 - 680-1 RW PS, 1680 Maxwell Road - $11,250 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 2024 2025 2026 2027 2028 2029 Total $70 $100 $100 $70 $0 $0 $340 PRIOR YEARS: TOTAL $0 229 P2672 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2024 7/1/2024 6/30/2025 $70 $100 PROJECT PHASE: 7/1/2025 6/30/2027 $170 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Jolene Fielding 230 P2673803-4 Reservoir Interior/Exterior Coating Kevin Cameron 6/3/2020 5 2 $2,350,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage 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 2024 2025 2026 2027 2028 2029 Total $0 $0 $55 $1,500 $650 $145 $2,350 PRIOR YEARS: TOTAL $0 231 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 $80 PROJECT PHASE: 11/2/2026 6/30/2029 $2,250 PROJECT LOCATION:OWD Map Book:369 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Jolene Fielding 232 P2674System Pressure Reducing Program Stephen Beppler 6/3/2020 0 2 $100,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Energy Perform an evaluation of the District’s Pressure Zones (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 2024 2025 2026 2027 2028 2029 Total $10 $15 $15 $15 $15 $15 $100 PRIOR YEARS: TOTAL $15 233 P2674 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 6/30/2030 $100 $0 PROJECT PHASE: $0 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Jolene Fielding 234 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: COSS Functional Category: Distribution Storage The existing AC pavement constructed around the 458-1 and 458-2 Reservoirs needs to be refurbished. JUSTIFICATION OF PROJECT: The AC pavement has deteriorated as evidenced by severe alligator or fatigue cracking and surface deformations including depressions, as a result of weakened subgrade and tree roots. COMMENTS: FY 2021 - The cracks in the AC pavement have allowed water to migrate into the subgrade, weakening the pavement and accelerating the deterioration of the pavement. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $150 $200 $70 $10 $0 $0 $450 PRIOR YEARS: TOTAL $20 235 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 6/30/2026 $390 PROJECT LOCATION:OWD Map Book:066 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:2/22/2023Bob Kennedy 236 P2676980-2 PS Motors and Motor Control Center Replacements Jeff Marchioro 6/2/2021 P2008 1 2 $3,150,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping Rebuild two (2) of four (4) pump control ball valves. Replace three (3) of four (4) ball valve actuators. Replace three (3) of four (4) existing dismantling joints adjacent to existing ball valves. Replace/rebuild existing 4,160 VAC motors. Replace/rebuild existing Distribution Switch Gear 4,160 VAC circuit breakers. Replace existing pump motor control centers (MCC). Rebuild existing automatic transfer switch (ATS) and replace existing genset controls. Add 4,160 to 480 VAC transformer. JUSTIFICATION OF PROJECT: Existing pump control ball valves and ball valve actuators are nearing the end of their useful lives. Existing dismantling joints (flange by grooved end spools and grooved end couplings) adjacent to existing ball valves cannot be salvaged due to corrosion when rebuilding existing ball valves. Existing pump 4,160 VAC motors, existing pump motor control centers (MCC), and existing 4,160 VAC circuit breakers serving all four (4) pumps are nearing the end of their useful lives. The existing ATS is not serviceable and has been intermittently unreliable when transferring from generator power back to SDG&E power. A 4,160 to 480 VAC transformer is needed to back up recently replaced pump control valves actuators since the site 4,160 VAC standby generator does not supply power to 480 VAC pump control valves actuators. COMMENTS: Original CIP approved 6/2/2021 ($375K) - Rebuild pump remaining control ball valve and replace actuators ($90K) - Replace remaining dismantling joints ($25K) - Pump #1 motor replacement ($100K) - Replace/replace circuit breakers ($60K) - Staff Time ($75K) - Contingency ($25K) The CIP budget was increased $375K to $725K at 05-11-22 Board Meeting: - Pump #4 motor replacement ($149K) - Pump #4 existing motor rebuild for future use as a spare ($29K) - Pump #3 motor rebuild ($53K) - Pump #3 discharge head and wet end rebuild ($52K) - Future Pump #2 motor rebuild ($50K) - Contingency ($50K) - Reconcile original CIP budget (e.g., rebuild rather than replace Pump #1 motor) (-$33K) FY 2024 - the CIP budget was increased from $725K to $3.15M for: - MCC1 & MCC2 replacement ($1.7M) - ATS replacement and genset controls for closed transition ($350K) - 4,160 to 480 VAC transformer ($300K) - Adjustments to previous estimates ($75K) 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 2024 2025 2026 2027 2028 2029 Total $100 $450 $450 $450 $500 $500 $3,150 PRIOR YEARS: TOTAL $700 237 P2676 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 2/1/2023 7/1/2021 6/30/2026 $10 $200 PROJECT PHASE: 7/1/2021 6/30/2029 $2,940 PROJECT LOCATION:OWD Map Book:114 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Jolene Fielding 238 P2677PL - 16-Inch, 870 Zone, La Media Road and Airway Road Utility Relocations Stephen Beppler 6/2/2021 2 1 $3,100,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for all potable water utility relocations required due to construction of storm drains and road improvements by the City of San Diego in Otay Mesa along La Media Road and Airway Road. Facility relocations vary in size from 2-inch to 18-inch. JUSTIFICATION OF PROJECT: The City of San Diego will be constructing storm drains and other street improvements which will result in utility conflicts with existing Otay Water District facilities at various locations. In most cases, the Otay Water District does not have prior and superior rights. The facilities must be relocated prior to the City of San Diego constructing their improvements. A reimbursement agreement will be investigated to have the City's design and construction contractors perform the work to meet the City's schedule and eliminate construction windows that otherwise would be required. COMMENTS: FY 2023 - Budget increased from $1.5M to $1.8M to reflect bidding climate and scope of work adjustments. Costs to reimburse the City of San Diego for construction administration costs are also now included. Board approved an increase of the budget on 1/4/2023 to $2.6M. FY 2024 - Budget increased from $2.6M to $3.1M for the possibility of a scope of work change to replace 1,300 LF of 16-inch water line in La Media Road between Avenida de la Fuente and Siempre Viva Road due to City of San Diego roadwork not indicated to the District. 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 2024 2025 2026 2027 2028 2029 Total $700 $100 $50 $0 $0 $0 $3,100 PRIOR YEARS: TOTAL $2,250 239 P2677 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 9/30/2021 10/1/2021 6/30/2023 $0 $25 PROJECT PHASE: 7/1/2022 6/30/2026 $3,075 PROJECT LOCATION:OWD Map Book:011 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Jolene Fielding 240 P2678Jamacha Boulevard Utility Relocation Stephen Beppler 6/2/2021 3 2 $250,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution Relocation of District potable water facilities that are in conflict with County sewer improvements. The project is located in Spring Valley, along Jamacha Boulevard between east of Omega Street and west of Concepcion Avenue. The project is part of the County of San Diego Sanitation District La Presa Sewer Improvements (County of San Diego Oracle# 1022027). JUSTIFICATION OF PROJECT: The County of San Diego is replacing an existing 12-inch sewer force main along Jamacha Boulevard with 16-inch dual force main; modify yard piping at Jamacha Sewer Pump Station; replace 12-inch gravity sewer trunk with 15-inch pipe; and construct downstream force main discharge structure. The County has prior and superior rights and the District will be required to relocate any District infrastructure in conflict with this work. 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 2024 2025 2026 2027 2028 2029 Total $25 $75 $50 $50 $50 $0 $250 PRIOR YEARS: TOTAL $0 241 P2678 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2024 7/1/2024 6/30/2025 $25 $75 PROJECT PHASE: 7/1/2025 6/30/2026 $150 PROJECT LOCATION:OWD Map Book:198,199,303 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Jolene Fielding 242 P2680PL - 12-inch Pipeline Replacement, 1530 Zone, Vista Diego Road Jeff Marchioro 6/2/2021 P2639 5 2 $425,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution This project is for the replacement of approximately 400 feet of 8-inch water main within the 1530 Pressure Zone in Vista Diego Road. JUSTIFICATION OF PROJECT: This project will replace mid-1960’s era asbestos concrete pipe originally constructed under As-Built number 59-09. The pipe is currently operating with a static pressure up to 20 psi above its existing Class 150 pressure class rating. CIP P2639, Vista Diego Hydropneumatic Pump Station Replacement project will exacerbate existing distribution system hydraulic challenges since the new Pump Station is planned to increase fire flow from existing 1,100 to proposed 1,500 gpm. COMMENTS: FY 2023 - Project budget increased from $375K to $425K 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 2024 2025 2026 2027 2028 2029 Total $40 $150 $150 $25 $0 $0 $425 PRIOR YEARS: TOTAL $60 243 P2680 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2023 1/1/2022 6/30/2024 $25 $75 PROJECT PHASE: 7/1/2024 6/30/2027 $325 PROJECT LOCATION:OWD Map Book:322 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/20/2023Donald Bienvenue 244 P2681PL-12-Inch, 1655 Zone, Presilla Drive Pipeline Replacement Jeff Marchioro 6/2/2021 P2040 5 2 $1,800,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution This project is for the replacement of approximately 1760 feet of 8-inch Class 150 and 200 potable water main within the 1655 Pressure Zone in Presilla Drive in Jamul with 12-inch PVC. JUSTIFICATION OF PROJECT: This project will replace the southern portions of the 1979 asbestos concrete pipe originally constructed under As-Built number 40-09 in Presilla Drive. A portion of the pipe is currently operating over its existing pressure class ratings. Once the 1655-1 Reservoir is constructed, the pressure in the southern pipelines will slightly increase. Includes cost to highline customers during construction. COMMENTS: FY 2023 - Increase overall budget to reflect current bidding costs: $82/in/lf FY 2024 - Project budget adjusted from $1.65M to $1.8M to reflect approximately 1760 feet of pipe replacement included in Brady's 60% design. 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 2024 2025 2026 2027 2028 2029 Total $25 $25 $25 $350 $500 $500 $1,600 PRIOR YEARS: TOTAL $175 245 P2681 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2024 1/3/2022 6/30/2027 $65 $200 PROJECT PHASE: 7/1/2027 6/30/2029 $1,535 PROJECT LOCATION:OWD Map Book:206 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/10/2023Bob Kennedy 246 P2682AMI Project Andrea Carey 6/2/2021 0 2 $650,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Meters and Services As part of the District's Strategic Plan, Strategic Objective I01.1 tasks, staff will be evaluating Advanced Metering Infrastructure (AMI) technology. The last AMR change-out upgraded over 30,000 registers to 4G technology, which allows the District to read these meters either by drive-by or a fixed based system. Utilizing propagation reports from Master Meter, the District can maximize a fixed base system to read a subset of the District's meters electronically from base stations located within District facilities and analyze the benefits associated with an AMI system. This initial phase would allow staff to evaluate whether such system would be beneficial for the District during the next phase of meter change-outs beginning in Fiscal Year 2025. JUSTIFICATION OF PROJECT: Many Districts are moving towards AMI and, with a meter change-out planned within the next three (3) years, it is important the District evaluate whether this technology is a good fit for our District. Staff will be looking into grant funds for this CIP and working with Master Meter to provide discounted pricing. The budget is based on the cost of installation of base station and repeaters as well as potential environmental studies that might need to be conducted during the grant application process. COMMENTS: FY 2022 - The project cost estimate includes $200K in hardware (base station and repeaters), $75K in labor for installation, and $25K in software. FY 2023 - Board approved an increase of the budget on 1/4/2023 to $650K. 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 2024 2025 2026 2027 2028 2029 Total $70 $30 $0 $0 $0 $0 $650 PRIOR YEARS: TOTAL $550 247 P2682 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 12/31/2021 1/1/2022 6/30/2022 $20 $80 PROJECT PHASE: 7/1/2022 6/30/2025 $550 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Jolene Fielding 248 P2683Pump Station Safety, Monitoring, and Automation Improvements Jeff Marchioro 6/2/2021 0 2 $500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping This CIP will evaluate the need for improving ladder safety equipment, installing grated catwalks, platforms, and railings to improve safety when maintaining pump station equipment and the planning, design, and construction of any recommended improvements. This CIP will also review monitoring equipment and sensors at each pump station. This CIP will plan, design, and construct any recommended vibration monitoring, high-temperature shutoffs and alarms, and any other sensor for any heavy equipment containing rotating or moving parts. This will include power quality monitoring equipment for incoming utility and individual motor power at pump stations. All equipment will alert staff of maintenance needs or immediate intervention to extend the useful life of District equipment and improve the automation of District facilities. JUSTIFICATION OF PROJECT: In addition to improving safety, these improvements will reduce the need to periodically rent equipment to provide access to hard-to-reach District equipment for maintenance or repairs. The monitoring improvements will also reduce or possibly eliminate annual testing, that is currently outsourced, and improve automation at each site. 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 2024 2025 2026 2027 2028 2029 Total $40 $100 $100 $100 $100 $20 $500 PRIOR YEARS: TOTAL $40 249 P2683 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2023 1/1/2022 12/31/2024 $25 $50 PROJECT PHASE: 4/1/2022 6/30/2028 $425 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:2/22/2023Bob Kennedy 250 P2684Zero Emission Vehicles and Charging Infrastructure Kevin Cameron 6/8/2022 0 1 $2,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project is for the capital purchase of various electric vehicle equipment for daily District functions. This includes the installation of the charging infrastructure needed to power Zero Emission Vehicles (ZEVs) for light, medium, and heavy-duty electric vehicles. This will reduce the District's operating costs, eliminate emissions, and simplify vehicle maintenance while transitioning to electric vehicles. This will include Level 2 AC and Level 3 DCFC charging stations and new electrical services and panels. JUSTIFICATION OF PROJECT: This aligns with the objectives of the State of California's Executive Order N-79-20 and the Advanced Clean Fleet Regulation to require ZEV purchases when adding to the District's fleet of vehicles. COMMENTS: FY 2023 - Executive Order N-79-20 and the Advanced Clean Fleet Regulation scope includes cities, counties, special districts, and state agencies. ZEV purchases required when adding to the fleet. 50% of 2024-2026 model year vehicles must be ZEVs. 100% of 2027 and newer model years must be ZEVs. Three year exemption in designated counties until 2027 (not San Diego). Plug-in hybrids count the same as ZEVs until 2035. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%50%0%0%50% Replacement 0%0%50%0%50% TOTAL:0%50%50%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $175 $325 $325 $325 $425 $415 $2,000 PRIOR YEARS: TOTAL $10 251 P2684 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2022 7/1/2022 $10 $100 PROJECT PHASE: 7/1/2022 $1,890 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Bob Kennedy 252 P2685980/711 PRS Renovation - Proctor Valley Rd Jeff Marchioro 6/8/2022 3 2 $850,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution Renovation of existing Pressure Reducing Station (PRS) located near the intersection of Proctor Valley Road and Mount Miguel Road. The PRS supplies water from the 980 Pressure Zone (PZ) to the 711 PZ and 680 PZ during periods of high water demand and serves as a redundant feed for the area. JUSTIFICATION OF PROJECT: The piping and valves at the PRS are corroded and in need of replacement. The PRS was constructed in 1992 and has electrical service with sump pump and ventilation fans, which will also be replaced. COMMENTS: FY 2023 - Budget is based upon PRS CIP projects for Melrose and Oleander Avenue bid in 2021 with adjustments for electrical components and site conditions. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $5 $50 $70 $100 $400 $225 $850 PRIOR YEARS: TOTAL $0 253 P2685 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2024 7/1/2024 6/30/2027 $5 $225 PROJECT PHASE: 7/1/2027 6/30/2030 $620 PROJECT LOCATION:OWD Map Book:144 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Jolene Fielding 254 P2686870 PZ Seismic Vault Renovation Stephen Beppler 6/8/2022 2 2 $400,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission Renovation of existing Seismic Vault located on the 30-inch potable water line near the 870-2 Pump Station. The vault houses an isolation valve with air valve and blow off assemblies. Replacement of piping, valves, and appurtenances are required as well as the resolution of handling groundwater intrusion into the vault. JUSTIFICATION OF PROJECT: The piping, valves, and appurtenances in the vault are greatly corroded and in need of replacement. The vault was constructed in 2001. COMMENTS: FY 2023 - Budget is based upon altitude valve vault renovation project at the 980 Reservoirs bid in 2021. FY 2024 - Budget increased from $350k to $400k to reflect inflationary conditions. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $5 $5 $5 $150 $150 $85 $400 PRIOR YEARS: TOTAL $0 255 P2686 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2024 7/1/2024 6/30/2026 $5 $10 PROJECT PHASE: 7/1/2026 6/30/2029 $385 PROJECT LOCATION:OWD Map Book:055 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Jolene Fielding 256 P2687Steele Canyon Rd Bridge 803 PZ 20-inch WL Renovation Stephen Beppler 6/8/2022 5 1 $600,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission Replacement of the existing 20-inch steel water line installed on the Steele Canyon Road Bridge that spans the Sweetwater River. Work will be completed in two phases, the first phase will address immediate corrosion concerns of the piping and replace broken pipe supports. The second phase will replace all pipe supports and protective coating of the pipeline. JUSTIFICATION OF PROJECT: The pipeline was constructed in 1990. After a recent repair to an air/vac assembly on the bridge, a follow up inspection identified corrosion to the pipe and bridge supports. Several portions of the existing pipeline were noted to have corrosion pitting, primarily located at pipe supports. Although the piping has expansion joints, the pipe supports do not provide for movement of the pipeline, which has resulted in wear of the coating and corrosion of the pipe material. COMMENTS: FY 2023 - Staff are developing a yearly inspection program on all suspended potable, recycled water, and sewer pipelines to identify problem areas for preventive maintenance, repair, or replacement as they reach the end of their useful life. 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 2024 2025 2026 2027 2028 2029 Total $100 $90 $200 $150 $10 $0 $600 PRIOR YEARS: TOTAL $50 257 P2687 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2022 6/30/2025 7/1/2022 6/30/2026 $30 $170 PROJECT PHASE: 7/1/2022 6/30/2028 $400 PROJECT LOCATION:OWD Map Book:344 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:1/12/2023Steve Beppler 258 P2688Standby Power Renovations - Potable Water Doug Rahders 6/8/2022 S2080 0 2 $1,500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Energy Replacement of Tier 0 standby power systems at the potable water facilities, including 1200-1 Pump Station (PS), 1530-1 PS, 1655-1 PS, 978-1 PS, 1004-2 PS, and 711-1 PS. Systems typically include generator unit, transfer switch, fuel storage tank, and appurtenances. Where replacement tanks will be installed, these will be double containment units to reduce potential fuel spills. JUSTIFICATION OF PROJECT: APCD is expected to phase out the permitting of Tier 0 generators. No timetable has been set at this time. COMMENTS: FY 2024 - the CIP budget increased from $750K to $1.5M based on itemized capital purchases projected spending. 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 2024 2025 2026 2027 2028 2029 Total $150 $78 $165 $200 $400 $100 $1,098 PRIOR YEARS: TOTAL $5 259 P2688 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2022 6/30/2033 $1,500 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 260 P2689944-1-9 Pump Station Meter Vault Renovation Stephen Beppler 6/8/2022 5 2 $200,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission Renovation of existing flow meter vault at the 944-1-9, including replacement of piping, meter, and appurtenances. Resealing of wall penetrations are needed to prevent groundwater infiltration into the vault. JUSTIFICATION OF PROJECT: The piping and meter in the vault are greatly corroded and 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 2024 2025 2026 2027 2028 2029 Total $20 $70 $50 $50 $10 $0 $200 PRIOR YEARS: TOTAL $0 261 P2689 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2022 10/30/2023 11/1/2023 6/30/2025 $20 $50 PROJECT PHASE: 7/1/2024 6/30/2028 $130 PROJECT LOCATION:OWD Map Book:321 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Jolene Fielding 262 P2690850-4 Reservoir Interior/Exterior Coating Kevin Cameron 6/8/2022 3 3 $1,850,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is for the replacement of the interior and exterior coatings of the 850-4 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 2.2 MG 850-4 Reservoir was built in 2009. Based upon the current Cathodic Assessment Report, the interior and exterior coatings are nearing the end of their useful lives and are in need of replacement. COMMENTS: 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 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $15 $1,350 $1,365 PRIOR YEARS: TOTAL $0 263 P2690 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 1/1/2028 4/30/2028 5/1/2028 9/30/2028 $15 $65 PROJECT PHASE: 10/1/2028 6/30/2029 $1,770 PROJECT LOCATION:OWD Map Book:317 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Jolene Fielding 264 P2691City of San Diego - Otay 2nd Pipeline Phase 4 Interconnections Relocation Stephen Beppler 4 1 $1,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission Relocation of two interconnections to the City of San Diego Otay 2nd Pipeline at Telegraph Canyon Road and East H Street. JUSTIFICATION OF PROJECT: The City of San Diego (City) is working on Phase 4 of the replacement of the 40-inch potable water line between Telegraph Canyon Road and Bonita Road with a 48-inch pipeline. The District has interconnections to this line at East H Street and Telegraph Canyon Road that will need to be replaced to conform to the new construction. COMMENTS: FY 2024 - In 2022, the City was in the early stages of planning the alignment of the new pipeline; their design is expected to be nearing completion in FY 2024, but not starting construction until FY 2026. At this time, they have limited information available on where the new interconnections will be made and what construction methods may be implemented at these locations. 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 2024 2025 2026 2027 2028 2029 Total $50 $200 $150 $300 $250 $50 $1,000 PRIOR YEARS: TOTAL $0 265 P2691 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2024 7/1/2024 10/31/2025 $50 $250 PROJECT PHASE: 11/1/2025 6/30/2029 $700 PROJECT LOCATION:OWD Map Book:096, 111 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/26/2023Bob Kennedy 266 P26921485-2 PS Yard Piping Modifications Jeff Marchioro 5 2 $600,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission Create potable trailer pump connections and replace existing 1960's era steel yard piping remaining at the 1485-2 Pump Station between 1485-2 Pump Station building and Lyons Valley Road. JUSTIFICATION OF PROJECT: The trailer pump connections would be used to mobilize a portable trailer mounted pump station as a backup to the 1485-2 Pump Station. The existing 1960's era thin wall steel piping, which serves as the suction and discharge for the 1485-2 Pump Station, has reached the end of its useful life. Recently, the existing 1960's era steel piping was emergently repaired by District in-house forces. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $1 $1 $1 $50 $147 $400 $600 PRIOR YEARS: TOTAL $0 267 P2692 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 12/31/2025 7/1/2026 12/31/2027 $3 $97 PROJECT PHASE: 1/1/2028 6/30/2029 $500 PROJECT LOCATION:OWD Map Book:323 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/26/2023Bob Kennedy 268 P2693PL – 12 & 16-inch, 1296 Zone, Jefferson Rd., Lyons Valley Rd to Jamul Dr. Stephen Beppler P2058 & P2171 5 2 $3,950,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for construction of approximately 1,800 feet of 16-inch and 2,300 feet of 12-inch pipeline within the 1296 Pressure Zone (PZ) along Jefferson Road and Lyons Valley Road. JUSTIFICATION OF PROJECT: This potable water pipeline was installed in 1962 and is nearing the end of its useful life. This section of pipe has been repaired four (3) times. In 2009 and 2011, a water service connection break was repaired. Two main breaks occurred in 2022. Other segments of this 1962 era pipe have also been repaired and are scheduled to be replaced under other projects (see CIPs P2058 & P2171). COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $20 $150 $230 $600 $2,000 $900 $3,900 PRIOR YEARS: TOTAL $0 269 P2693 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 12/31/2024 1/1/2025 6/30/2026 $50 $400 PROJECT PHASE: 7/1/2026 6/30/2030 $3,500 PROJECT LOCATION:OWD Map Book:308,322,323 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Bob Kennedy 270 P2694Operations Replacement Communication Radios Doug Rahders 0 2 $155,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This CIP will be for the purchase and installation of eighty-four (84) VHF vehicle mounted radios, ten (10) hand-held radios, one (1) repeater, and to modify the District's existing FCC license to the updated frequencies. JUSTIFICATION OF PROJECT: The two-way radio industry has dropped support for low band (ULF) frequency radios. They no longer manufacture new radios or repair parts for existing radios. The new radios are expected to have a useful life of ten (10) years. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $75 $75 $5 $0 $0 $0 $155 PRIOR YEARS: TOTAL $0 271 P2694 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2026 $155 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 272 P2695Relocation of Data Center Michael Kerr 0 2 $250,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Staff is requesting funding for FY24-FY25 to conduct a data center relocation assessment. Recent environmental and minor physical problems have caused problems for the District’s existing data center. The room was constructed over two decades ago and is beginning to exhibit signs of aging. In addition to weather conditions and equipment weight producing waves in data center flooring, the space is bigger than necessary due to the staff’s technology consolidation of equipment. JUSTIFICATION OF PROJECT: The room was constructed over two decades ago and is beginning to exhibit signs of aging. COMMENTS: FY 2024 - An assessment of the existing facility and alternative locations will be prepared and this budget will be updated based on the results of the assessment. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total 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 2024 2025 2026 2027 2028 2029 Total $25 $25 $100 $50 $50 $0 $250 PRIOR YEARS: TOTAL $0 273 P2695 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2024 7/1/2024 6/30/2025 $25 $25 PROJECT PHASE: 7/1/2025 6/30/2028 $200 PROJECT LOCATION:OWD Map Book:318 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 274 P26961296-1 Reservoir Interior/Exterior Coating Kevin Cameron 5 3 $1,400,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is for the interior and exterior coatings of the 1296-1 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 2022 Cathodic Assessment Report, the 1296-1 Reservoir interior and exterior coatings are near the end of their useful lives and are in need of replacement. COMMENTS: FY 2024 - The 1296-2 will be done after the 1296-1 Reservoir and expect it will be added in FY 2025 to the six-year CIP Budget. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 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 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $15 $15 PRIOR YEARS: TOTAL $0 275 P2696 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2028 6/30/2029 $15 $0 PROJECT PHASE: $0 PROJECT LOCATION:OWD Map Book:307 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/26/2023Bob Kennedy 276 P2697Valve Replacement Program - Phase 2 Charles Mederos P2610 0 1 $12,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Distribution This CIP project is for the replacement of non-functioning isolation valves on the potable water system. Phase 2 is expected to replace an average of eighty (80) valves per year during the ten-year CIP starting with twenty (20) valves in FY 2024 and FY 2025 while the criticality of the valves in the system is assessed and ranked. The replacement pace increases to keep up with the expected increase of non-functioning critical valves in the system. Life expectancy of valves are 70 years. The focus of the replacements are expected to be mainly in the La Presa and Rancho San Diego areas during the first couple of years and moving to other critical areas the following fiscal years. JUSTIFICATION OF PROJECT: Working isolation valves are vital to the efficient operation of the water system. Life expectancy is assumed to be seventy (70) years from various data sources, although this can be dependent on the maintenance of the valves. An average replacement cost of $15K/valve is expected over the duration of the CIP. Staff will be using InfoAsset Planner software's valve criticality tool along with the valve exercising list of non-functioning valves to prioritize the replacement of valves. COMMENTS: FY 2024 - Phase 1 was initiated in FY 2020 with a budget of $2M; with the first valves replaced in FY 2021, and the CIP approaching the budget limit in FY 2023. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $350 $350 $500 $750 $1,000 $1,800 $4,750 PRIOR YEARS: TOTAL $0 277 P2697 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2040 $12,000 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Bob Kennedy 278 P2698Improve Fire Sprinkler Protection System at RWCWRF (P) Kent Payne 5 2 $75,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage Install automatic sprinklers in the Operations & Lab Building, Blower Building, Effluent Pump Building and Emergency Generator canopy. Replace the lawn sprinklers on the roof perimeter with conventional fire sprinklers. JUSTIFICATION OF PROJECT: This recommendation was a result of an inspection by ACWA JPIA on 1/26/2023. COMMENTS: FY 2024 - Overall budget of $225,000 to be split evenly between Sewer, Recycled Water, and Potable CIPs. 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 2024 2025 2026 2027 2028 2029 Total $5 $5 $5 $55 $5 $0 $75 PRIOR YEARS: TOTAL $0 279 P2698 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2028 $75 PROJECT LOCATION:OWD Map Book:319 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/26/2023Bob Kennedy 280 P2699Miscellaneous Replacements and Improve Fire Sprinkler Protection System in the Warehouse Kent Payne 5 2 $325,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Improve sprinkler protection in the warehouse. Regulatory Shop rollup Doors: replace existing sliding doors and garage style door and covered Shelter Sun Protective Fabric Siding. Warehouse gutter replacement 400 linear feet custom formed galvanized with down spouts; warehouse floor refinishing and safety striping and Fleet Shop safety striping JUSTIFICATION OF PROJECT: $235K - Improve sprinkler protection in the warehouse. Sprinkler protection is not adequate due to steep ceiling slope. $45K - Regulatory Shop rollup Doors: replace existing sliding doors and garage style door $25K plus $5K in electrical and lighting; covered Shelter Sun Protective Fabric Siding (to protect composite pipe from sun damage) $45K - Warehouse Gutter Replacement 400 linear feet custom formed galvanized with down spouts; warehouse floor refinishing and safety striping with Fleet Shop safety striping; Pump/Electric Shop enhancements. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 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 2024 2025 2026 2027 2028 2029 Total $25 $100 $200 $0 $0 $0 $325 PRIOR YEARS: TOTAL $0 281 P2699 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2026 $325 PROJECT LOCATION:OWD Map Book:318, 343 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/26/2023Bob Kennedy 282 P2700Pump Station Equipment Replacement Program Charles Mederos 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: COSS Functional Category: Pumping This project is for the replacement of pump station motor control equipment, motors, pumps, pump valves, actuators, and other equipment along with the cost of labor to install the replacement equipment. One pump motor replacement per year and one vertical pump assembly every other year is the basis for this annual expenditure. The CIP is initially set for a ten-year period. JUSTIFICATION OF PROJECT: To allow for the quick replacement of equipment at District pump stations. COMMENTS: FY 2024 - The basis for the annual estimate of expenditures is the replacement of one (1) pump motor and one (1) vertical pump assembly every other 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 2024 2025 2026 2027 2028 2029 Total $150 $100 $150 $100 $150 $100 $750 PRIOR YEARS: TOTAL $0 283 P2700 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2033 $1,250 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 284 R2028RecPL – 8-in, 680 Zone, Heritage Road to Main Street Kevin Cameron P2595, P2596, & R2038 2 2 $900,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for construction of approximately 6,300 feet of 8-inch pipeline within the 680 Recycled Water (RW) Pressure Zone (PZ) in Village 3N in Heritage Road north of Main Street. JUSTIFICATION OF PROJECT: Project development requires a 6-inch pipeline to service the area, the District is covering the upgrade to a 8-inch pipeline to provide transmission capabilities to the other parts of the 680 PZ. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $1 $5 $44 $300 $500 $50 $900 PRIOR YEARS: TOTAL $0 285 R2028 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2029 $900 PROJECT LOCATION:OWD Map Book:051,067 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/26/2023Bob Kennedy 286 R2037RecPL – 8-in, 680 Zone, Main Street/Otay Valley Road – Village 8W Kevin Cameron P2598, P2599, R2047, & R2137 2 2 $620,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for construction of approximately 4,400 feet of 8-inch pipeline within the 680 Recycled Water (RW) Pressure Zone (PZ) in Village 8W in Main Street and Otay Valley Road. JUSTIFICATION OF PROJECT: Project development requires a 6-inch pipeline to service the area, the District is covering the upgrade to a 8-inch pipeline to provide transmission capabilities to the other parts of the 680 PZ. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $1 $1 $1 $67 $500 $50 $620 PRIOR YEARS: TOTAL $0 287 R2037 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2029 $620 PROJECT LOCATION:OWD Map Book:052,068 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 288 R2038RecPL – 8-in, 680 Zone, Village 3N – Main St, Heritage Rd/Wolf Canyon Kevin Cameron P2595, P2596, & R2028 2 2 $470,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for construction of approximately 3,300 feet of 8-inch pipeline within the 680 Recycled Water (RW) Pressure Zone (PZ) in Village 3N in Main Street east of Heritage Road. JUSTIFICATION OF PROJECT: Project development requires a 6-inch pipeline to service the area, the District is covering the upgrade to an 8-inch pipeline to provide transmission capabilities to the other parts of the 680 PZ. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $1 $1 $1 $57 $300 $110 $470 PRIOR YEARS: TOTAL $0 289 R2038 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2029 $470 PROJECT LOCATION:OWD Map Book:051 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/26/2023Bob Kennedy 290 R2047RecPL – 12-in, 680 Zone, La Media Road - Birch/Main St Kevin Cameron P2598, P2599, R2037, & R2137 2 2 $550,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for construction of approximately 1,300 feet of 12-inch pipeline within the 680 Recycled Water (RW) Pressure Zone (PZ) in Village 8W in La Media Road between Main Street and Birch Road. JUSTIFICATION OF PROJECT: Project development requires a 6-inch pipeline to service the area, the District is covering the upgrade to a 12-inch pipeline to provide transmission capabilities to the other parts of the 680 PZ. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $1 $1 $48 $300 $150 $50 $550 PRIOR YEARS: TOTAL $0 291 R2047 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2029 $550 PROJECT LOCATION:OWD Map Book:068 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/26/2023Bob Kennedy 292 R2117RWCWRF Disinfection System Improvements Stephen Beppler 6/3/2015 3 1 $3,500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Treatment The Ralph W. Chapman Water Recycling Facility (RWCWRF) does not have adequate chlorine contact basin volume to meet the San Diego Regional Water Quality Control Board (RWQCB) requirement for chlorine contact time (CT) for the recycled water produced from this facility, so it subsequently needs to use the 14-inch effluent force main to obtain the required CT. The high chlorine dosage needed with this arrangement is adversely impacting the force main, its appurtenances, and the reservoir liners. If CT can be met within the plant, the chlorine residual leaving the plant can be lowered substantially. Alternatives evaluated include additional contact basin volume, changing to ultraviolet (UV) disinfection, and other options. Expansion of the chlorine contact basin will allow for other related plant issues to be addressed including the relocating and upgrading of the filter backwash supply pumps. JUSTIFICATION OF PROJECT: The District currently uses the existing 14-inch cement mortar lining (CML) force main to meet the required chlorine contact time resulting in a higher corrosion rate for facilities on this pipeline. Reducing the chlorine residual leaving the RWCWRF will extend the useful life of pumps, the force main, and reservoir liners. COMMENTS: FY 2021 - Project includes work identified in the RWCWRF Master Plan Item 9.1. Initial study looked at possibly changing to UV disinfection in addition to increasing contact time at the plant. Preliminary assessments indicate staying with chlorine gas disinfection is the most cost-effective alternative 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. FY 2022 - Study determined UV system is the recommended process to implement. FY 2023 - Budget increased to reflect inflationary factors and regulatory compliance requirements. FY 2024 - Budget increased from $1.8M to $3.5M based on 60% design estimate. Electrical and instrumentation related to the UV and sodium hypochlorite are more involved than previously projected and material costs have risen substantially since the pre-design estimate. The alternative project of constructing a contact basin at the plant was reevaluated based on current conditions and project needs, with that total present worth cost higher than the UV project due in part to chlorine costs almost tripling in price in the last 18 months. 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 2024 2025 2026 2027 2028 2029 Total $200 $2,000 $400 $100 $0 $0 $3,500 PRIOR YEARS: TOTAL $800 293 R2117 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2015 10/31/2020 11/1/2020 10/31/2022 $270 $530 PROJECT PHASE: 7/1/2023 6/30/2027 $2,700 PROJECT LOCATION:OWD Map Book:319 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Jolene Fielding 294 R2121Res - 944-1 Reservoir Cover/Liner Replacement Jeff Marchioro 6/3/2015 5 2 $3,500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is for the replacement of the existing membrane floating cover and liner with a new membrane system. JUSTIFICATION OF PROJECT: The existing membrane floating cover and liner 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. FY 2024 - Project budget adjusted from $2.4M to $3.5M 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 2024 2025 2026 2027 2028 2029 Total $5 $5 $10 $50 $2,000 $750 $2,855 PRIOR YEARS: TOTAL $35 295 R2121 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2015 6/30/2019 7/1/2016 9/30/2028 $25 $75 PROJECT PHASE: 10/1/2028 6/30/2030 $3,400 PROJECT LOCATION:OWD Map Book:172 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/11/2023Jolene Fielding 296 R2136RecPL – 8-in, 680 Zone, Otay Valley Rd, SR 125 Bridge Kevin Cameron P2598, P2599, R2037, & R2137 2 3 $140,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for construction of approximately 500 feet of 8-inch pipeline within the 680 Recycled Water (RW) Pressure Zone (PZ) in the Otay Valley Road bridge over SR 125. JUSTIFICATION OF PROJECT: Project development requires a 6-inch pipeline to service the area, the District is covering the upgrade to an 8-inch pipeline to provide transmission capabilities to the other parts of the 680 PZ. Installations in bridges are estimated at a higher cost per inch per foot. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $1 $1 $1 $1 $46 $90 $140 PRIOR YEARS: TOTAL $0 297 R2136 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2029 $140 PROJECT LOCATION:OWD Map Book:069 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 298 R2137RecPL - 8-in, 815 Zone, Hunte Parkway, SR 125 Bridge Kevin Cameron P2598, P2599, R2037, & R2047 2 3 $170,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for construction of approximately 600 feet of 8-inch pipeline within the 815 Recycled Water (RW) Pressure Zone (PZ) in the Hunte Parkway bridge over SR 125. JUSTIFICATION OF PROJECT: Project development requires a 6-inch pipeline to service the area. The District is covering the upgrade to an 8-inch pipeline to provide transmission capabilities to the other parts of the 815 PZ. Installations in bridges are estimated at a higher cost per inch per foot. COMMENTS: FY 2024 - This is a developer driven project. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 100%0%0%0%100% TOTAL:100%0%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $1 $1 $1 $1 $56 $110 $170 PRIOR YEARS: TOTAL $0 299 R2137 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2029 $170 PROJECT LOCATION:OWD Map Book:069 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 300 R2146Recycled Pipeline Cathodic Protection Improvements Jeff Marchioro 5/21/2018 P2508 0 2 $1,200,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the replacement and repairs of existing Cathodic Protection systems on various recycled pipelines. JUSTIFICATION OF PROJECT: The ongoing Cathodic Protection Program efforts have identified various pipelines for anode replacement, cathodic test station repairs, installation of isolation kits, and repair of existing anode beds. This CIP has been budgeted based on recommendations and cost estimates found in the Otay Water District’s Cathodic Protection Program 2020 Annual Report. Up to ten (10) Cathodic Protection systems may be repaired under this CIP. COMMENTS: FY 2020 - Project budget increased from $600K to $700K to reflect current pricing. FY 2023 - Project budget increased from $700K to $1.2M to reflect current pricing and scope of work/number of sites refined through design phase. 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 2024 2025 2026 2027 2028 2029 Total $35 $10 $10 $10 $10 $250 $1,200 PRIOR YEARS: TOTAL $875 301 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 $130 $110 PROJECT PHASE: 7/1/2022 6/30/2029 $960 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:1/27/2023Jeff Marchioro 302 R2148Large Meter Replacement - Recycled Andrea Carey 5/21/2018 0 1 $135,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Meters and Services This project is for the replacement of recycled water meters 3-inch or larger. JUSTIFICATION OF PROJECT: Staff has an annual large meter testing program to ensure the Otay Water District's (District) large meters are performing accurately. When a large meter fails, staff looks at the failing result, the cost of repair and/or replacement, and determines the action that will be of the greatest benefit to the District. Historically, staff has been able to repair the large recycled irrigation meters. However, as the meters age, repairing becomes more difficult and in some cases not possible. There are currently fourteen (14) recycled meters 3-inch or larger in the District's system. Based on the age of the meters, funds are distributed throughout the six-year period to account for replacement. COMMENTS: FY 2023 - Increase budget from $58K to $88K to replace additional meters. Project expenditures at this time have reached $35K. FY 2024 - Increased budget from $88K to $135K as the cost of meters has increased in the last three years. 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 2024 2025 2026 2027 2028 2029 Total $10 $15 $15 $15 $15 $15 $135 PRIOR YEARS: TOTAL $50 303 R2148 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $5 $5 PROJECT PHASE: 7/1/2018 6/30/2028 $125 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:2/22/2023Bob Kennedy 304 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: COSS Functional Category: Meters and Services The ¾-inch to 2-inch recycled water meters are reaching the end of their useful lives and will be replaced over an eight (8) year period. JUSTIFICATION OF PROJECT: The recycled water meters nearing the end of their useful lives could start to fail or malfunction and a program to do a full replacement should be initiated to identify the optimal service life of the existing meters and develop a schedule for their replacement. It is anticipated that the Otay Water District's (District) meters will reach the end of their useful lives beginning in FY 2025. This CIP will cover the cost of new meters and installation for all ¾-inch to 2-inch meters. The CIP will run from FY 2023 (planning) through FY 2035. COMMENTS: FY 2020 - An assessment of the existing inventory of meters will be made and a recommendation for replacement will be performed starting in FY 2021 and a replacement contract is expected to be awarded in FY 2026. Currently, the District follows a twenty (20) year Change-Out Program for the majority of water meters and a ten (10) year Change-Out Program for high-users. This CIP follows that timeline. 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 2024 2025 2026 2027 2028 2029 Total $10 $70 $90 $130 $85 $75 $460 PRIOR YEARS: TOTAL $0 305 R2152 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2024 7/1/2024 6/30/2025 $10 $70 PROJECT PHASE: 7/1/2025 6/30/2035 $470 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Jolene Fielding 306 R2153Recycled Water Pressure Vessel Program Jeff Marchioro 6/5/2019 0 2 $1,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping This project will replace three (3) surge tanks at existing recycled water Pump Stations (PS) as needed. JUSTIFICATION OF PROJECT: Recycled water pressure vessels have a shorter life expectancy compared to the overall PS. Several existing pressure vessels within the 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 2024 2025 2026 2027 2028 2029 Total $5 $70 $80 $1 $1 $350 $537 PRIOR YEARS: TOTAL $30 307 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 $35 $150 PROJECT PHASE: 7/1/2026 6/30/2035 $815 PROJECT LOCATION:OWD Map Book:066,115 & 319 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Jolene Fielding 308 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: COSS Functional Category: Transmission 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: FY 2024 - Subprojects will be created to track follow-up condition assessment inspections and spot repairs separate from replacement of existing combination air-vacuum valves and road repairs. Subprojects will be created to track follow-up condition assessment inspections and spot repairs separate from replacement of existing combination air-vacuum valves and road repairs. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $10 $80 $150 $150 $660 $0 $1,300 PRIOR YEARS: TOTAL $250 309 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 $500 $200 PROJECT PHASE: 9/1/2027 6/30/2029 $600 PROJECT LOCATION:OWD Map Book:186,200,304,31 8,319 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Jolene Fielding 310 R2157RWCWRF Backwash Supply Pumps Upgrade Stephen Beppler 6/3/2020 3 1 $500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Treatment Replacement of existing filter backwash supply pumps with new pumps with higher capacity. Project to be designed and constructed in conjunction with the disinfection system improvements and provide a suitable readily accessible location for installing the pumps. JUSTIFICATION OF PROJECT: 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: FY 2022 - Project was identified in the Ralph W. Chapman Water Reclamation Facility (RWCWRF) Master Plan. FY 2024 - Project budget increase from $300K to $500K to reflect refined scope of work developed during design especially related to electrical and instrumentation, plus higher materials and labor costs. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 22 0%25%0%0%25% Replacement 0%0%75%0%75% TOTAL:0%25%75%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $220 $190 $10 $0 $0 $0 $500 PRIOR YEARS: TOTAL $80 311 R2157 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 10/31/2020 11/1/2020 10/31/2022 $10 $70 PROJECT PHASE: 7/1/2023 6/30/2026 $420 PROJECT LOCATION:OWD Map Book:319 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Jolene Fielding 312 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: COSS Functional Category: Supply (Commodity/Demand) Repair and reconfigure the stormwater retention pond at the Ralph W. Chapman Water Reclamation Facility (RWCWRF). JUSTIFICATION OF PROJECT: All stormwater within the RWCWRF is captured for treatment. The existing pond is subject to extensive burrowing by rodents and the piping connections are not properly located for returning flow to the plant headworks. Improvements to the disinfection system may require modifications to the pond to maintain the necessary detention volume. Overall budget 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 2024 2025 2026 2027 2028 2029 Total $10 $10 $50 $90 $15 $0 $175 PRIOR YEARS: TOTAL $0 313 R2158 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2024 7/1/2024 12/31/2024 $10 $10 PROJECT PHASE: 1/1/2025 6/30/2028 $155 PROJECT LOCATION:OWD Map Book:319 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Jolene Fielding 314 R2159RecPL - 16-Inch, 680 Zone, Olympic Parkway Recycled Pipeline Replacement Stephen Beppler 6/5/2021 4 1 $6,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the replacement of approximately 5,500 feet of an existing 20-inch recycled water pipeline within the 680 Pressure Zone (PZ) in Olympic Parkway from Heritage Road to La Media Road in Chula Vista. Staff considered alternative construction techniques including a cured in place liner system to minimize the impact to the community and reduce the cost of the project. The new replacement pipeline is proposed to be 16-inch diameter upon reviewing hydraulic modeling results for the recycled water system. JUSTIFICATION OF PROJECT: This recycled water pipeline was installed in 2002 and has had four (4) breaks (2013, 2015, 2020, and 2021). Hydraulic modeling will be involved to determine if a liner would reduce the system operation with a smaller pipe diameter. COMMENTS: FY 2022 - The estimated annual cost for this pipeline is $83K/year ($6.25M/75 years). The District’s cost for repairs & insurance claims for the last three (3) events has averaged $350K for each repair. FY 2023 - Project budget reduced from $6.25M to $6.0M to reflect the smaller proposed 16-inch pipeline to be constructed than the original basis of a 20-inch main. Pipeline cost per inch/ft increased from last budget cycle, resulting in less of a budget reduction from the size change. 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 2024 2025 2026 2027 2028 2029 Total $3,500 $1,000 $300 $150 $50 $0 $6,000 PRIOR YEARS: TOTAL $1,000 315 R2159 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2022 7/1/2022 9/30/2023 $100 $825 PROJECT PHASE: 10/1/2023 6/30/2028 $5,075 PROJECT LOCATION:OWD Map Book:082, 097 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Bob Kennedy 316 R2160Recycled Water Field Equipment Capital Purchases Doug Rahders 6/2/2021 P2286 & S2075 0 1 $700,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project is for capital purchases of various pieces of field equipment, pumps, and motors used for daily Otay Water District recycled water 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 2024 2025 2026 2027 2028 2029 Total $0 $40 $0 $0 $0 $25 $215 PRIOR YEARS: TOTAL $150 317 R2160 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2031 $700 $0 PROJECT PHASE: $0 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/8/2023Shiela Dilayre 318 R2161450-1R Reservoir Interior/Exterior Coating & Upgrades Kevin Cameron 6/2/2021 2 3 $2,500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage This project is for the interior and exterior coatings of the 450-1R Reservoir (12.0 MG). In addition, an assessment of the facility will be accomplished to assure compliance to all applicable codes and OSHA standards. JUSTIFICATION OF PROJECT: Based upon the current Cathodic Assessment Report, the interior and exterior coatings on the 450-1R Reservoir are nearing the end of their useful lives and are in need of replacement. The Reservoir was constructed in 2007. COMMENTS: FY 2022 - This will be the first recoat of this 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 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $15 $1,550 $935 $2,500 PRIOR YEARS: TOTAL $0 319 R2161 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 1/1/2027 4/30/2027 5/3/2027 9/30/2027 $15 $85 PROJECT PHASE: 10/1/2027 6/30/2029 $2,400 PROJECT LOCATION:OWD Map Book:66 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Jolene Fielding 320 R2162Vehicle Capital Purchases - Recycled Doug Rahders 6/2/2021 P2282 & S2078 0 1 $500,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project is for the capital purchase of various vehicles for daily Otay Water District functions for recycled water operations. JUSTIFICATION OF PROJECT: Replacements or newly acquired vehicles will be used for recycled water operational and administrative functions throughout the entire 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 2024 2025 2026 2027 2028 2029 Total $0 $38 $0 $0 $0 $0 $113 PRIOR YEARS: TOTAL $75 321 R2162 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2021 6/30/2031 $500 $0 PROJECT PHASE: $0 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:3/8/2023Shiela Dilayre 322 R2163450-1 RW Res Disinfection Injection Vault Renovation Jeff Marchioro 6/8/2022 2 2 $300,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission Renovation of existing disinfection injection vault located on the 30-inch recycled water line at the 450-1 Recycled Water (RW) Reservoir. Sodium Hypochlorite is injected into the water coming from the City of San Diego's South Bay facility to provide a chlorine residual. Improvements will include piping replacement and measures to handle groundwater infiltration into the vault. JUSTIFICATION OF PROJECT: The piping and appurtenances in the vault are corroded and in need of replacement. The vault was constructed in 2007. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $0 $20 $20 $50 $110 $100 $300 PRIOR YEARS: TOTAL $0 323 R2163 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2024 6/30/2025 7/1/2025 6/30/2026 $20 $20 PROJECT PHASE: 7/1/2026 6/30/2029 $260 PROJECT LOCATION:OWD Map Book:066 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Jolene Fielding 324 R2164450-1 RW Res Stormwater Improvements Jeff Marchioro 6/8/2022 2 2 $800,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Storage Construct a stormwater detention basin to capture and slowly release runoff from the 450-1 Recycled Water Reservoir site. Restore areas where excessive erosion has occurred to protect the District's 30-inch recycled water line crossings. JUSTIFICATION OF PROJECT: Stormwater runoff from the 450-1 Recycled Water Reservoir site has been eroding the downstream area, which poses a risk to undermining the District's 30-inch recycled water line. COMMENTS: 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 2024 2025 2026 2027 2028 2029 Total $0 $50 $50 $300 $300 $100 $800 PRIOR YEARS: TOTAL $0 325 R2164 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2022 9/30/2024 10/1/2024 9/30/2026 $30 $120 PROJECT PHASE: 7/1/2026 6/30/2029 $650 PROJECT LOCATION:OWD Map Book:066 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Jolene Fielding 326 R2165Recycled HVAC Equipment Purchase Kent Payne P2649 0 2 $75,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project provides funding for the capital purchase of replacement heating, ventilation, and air conditioning (HVAC) roof top air handling units (RTU) for buildings with recycled water equipment that were installed in 1998 and 2005. JUSTIFICATION OF PROJECT: Replacement HVAC equipment will be used for buildings with recycled water equipment. COMMENTS: FY 2024 - The HVAC system RTUs have reached the end of their useful lives and need to be replaced. The schedule and estimated cost for the replacement of these units will be done over several years: FY 2026: The unit at the 680-1 REC PS at 1680 Maxwell Road estimated to cost $29,000. FY 2027: The unit at the 680-1 REC RES; 944 REC PS at 1390 S Greensview Drive estimated to cost $29,000. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 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 2024 2025 2026 2027 2028 2029 Total $1 $1 $30 $30 $10 $3 $75 PRIOR YEARS: TOTAL $0 327 R2165 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 $2 $2 PROJECT PHASE: 7/1/2026 6/30/2029 $71 PROJECT LOCATION:OWD Map Book:066 & 115 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/26/2023Bob Kennedy 328 R2166RWCWRF Effluent Pump Station Compressors Jeff Marchioro 3 1 $175,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping Replace existing Ralph W. Chapman Water Reclamation Facility (RWCWRF) Effluent Pump Station surge tank compressors. JUSTIFICATION OF PROJECT: Both the original (1978) and redundant newer (1991) compressors have reached the end of their useful lives and require replacement. The surge tank provides protection of the 14-inch RWCWRF Effluent Pipeline carrying recycled water from the plant to the recycled water storage reservoirs. 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 2024 2025 2026 2027 2028 2029 Total $60 $50 $50 $15 $0 $0 $175 PRIOR YEARS: TOTAL $0 329 R2166 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2024 7/1/2024 6/30/2025 $60 $50 PROJECT PHASE: 7/1/2025 6/30/2027 $65 PROJECT LOCATION:OWD Map Book:319 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/26/2023Bob Kennedy 330 R2167RecPL - 14-Inch, 927 Zone, Force Main Road Improvements and Erosion Repairs Stephen Beppler R2116 5 2 $225,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Transmission This project is for the repair of the access and inspection road for the existing 16,000 linear feet of 14-inch force main, built in 1978. Improvements being considered are the installation of a rolled gravel paver system to be constructed in areas of storm runoff concentrated in areas of the dirt road that has historically been susceptible to erosion. JUSTIFICATION OF PROJECT: Recent rains have eroded segments of the road that need structural Best Management Practices (BMPs) help to control storm runoff and channel runoff into the proper areas. COMMENTS: FY 2024 - Staff are looking for potential grants and FEMA funding to offset the re-occurring expense of repairing the road. 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 2024 2025 2026 2027 2028 2029 Total $25 $100 $100 $0 $0 $0 $225 PRIOR YEARS: TOTAL $0 331 R2167 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2026 $225 PROJECT LOCATION:OWD Map Book:172,186,200,30 4,318, 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/26/2023Bob Kennedy 332 R2168Improve Fire Sprinkler Protection System at RWCWRF (R) Kent Payne 5 2 $75,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Install automatic sprinklers in the Operations & Lab Building, Blower Building, Effluent Pump Building and Emergency Generator canopy. Replace the lawn sprinklers on the roof perimeter with conventional fire sprinklers. JUSTIFICATION OF PROJECT: This recommendation was a result of an inspection by ACWA JPIA on 1/26/2023. COMMENTS: FY 2024 - Overall budget of $225,000 to be split evenly between Sewer, Recycled Water, and Potable CIPs. 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 2024 2025 2026 2027 2028 2029 Total $5 $5 $5 $55 $5 $0 $75 PRIOR YEARS: TOTAL $0 333 R2168 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2028 $75 PROJECT LOCATION:OWD Map Book:319 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/26/2023Bob Kennedy 334 R2169Pump Station Equipment Replacement Program (R) Charles Mederos 0 1 $600,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Pumping This project is for the replacement of recycled water pump station motor control equipment, motors, pumps, pump valves, actuators, and other equipment, along with the cost of labor to install the replacement equipment. The basis for the annual estimate of expenditures is the replacement of one pump motor every other year and one vertical pump assembly every four years. The CIP is initially set for a ten-year period. JUSTIFICATION OF PROJECT: To allow for the quick replacement of equipment at District pump stations. COMMENTS: FY 2024 - The basis for the estimate of expenditures is the replacement of one (1) pump motor every other year and one (1) vertical pump assembly every four years. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Expansion 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 2024 2025 2026 2027 2028 2029 Total $50 $50 $50 $50 $50 $100 $350 PRIOR YEARS: TOTAL $0 335 R2169 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2035 $600 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 336 s2012San 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: COSS Functional Category: Residual Processing and Disposal This project is for the Otay Water District's (District) proportionate share of the San Diego County Sanitation District total costs for replacement of various system components of the existing Spring Valley and Rancho San Diego Outfall Systems, per terms of an existing agreement with the County of San Diego Sanitation District. The reimbursement also includes a proportionate share of operating and maintenance costs. JUSTIFICATION OF PROJECT: Various components of the San Diego County Sanitation District Spring Valley Outfall and the Rancho San Diego Outfall are in 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. FY 2020 - The County provided an estimate of capital expenses on 4/19/2021 for the next three years of $0 for FY 2022, $344K for FY 2023, and $620K for FY 2024. These expenses will be prorated based on the proportion of the flow from each agency. 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 2024 2025 2026 2027 2028 2029 Total $620 $300 $300 $300 $300 $300 $3,320 PRIOR YEARS: TOTAL $1,200 337 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: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Jolene Fielding 338 S2024Campo Road Sewer Main Replacement Stephen Beppler 5/17/2010 3 1 $11,130,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Collection This project is 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. FY 2022 - Caltrans site restoration warranty work requires additional CIP budget allocation of $80K. FY 2024 - Caltrans site restoration warranty work has been extended requiring additional CIP allocation of $50K. 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 2024 2025 2026 2027 2028 2029 Total $25 $25 $5 $0 $0 $0 $11,130 PRIOR YEARS: TOTAL $11,075 339 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 6/30/2026 $9,630 PROJECT LOCATION:OWD Map Book:330 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Jolene Fielding 340 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: COSS Functional Category: Secondary Settling Basins This project is for a Sludge Handling System at the Ralph W. Chapman Water Reclamation Facility (RWCWRF) to reduce the amount of solids the Otay Water District (District) sends to Metro. JUSTIFICATION OF PROJECT: The District currently sends all sludge produced at RWCWRF to Metro for treatment. The District's Wastewater Management Plan provided a preliminary estimate of the cost of handling sludge at the RWCWRF that is close to the cost Metro charges the District for treatment of solids. COMMENTS: FY 2018 - City of San Diego has established criteria for the billing of sewage flow and strength towards the implementation of the Pure Water Program in the Amended and Restated Disposal Agreement. Based upon this information, the feasibility of handling solids at the RWCWRF will be assessed. This CIP is as indicated in the RWCWRF Master Plan under item 11.2. FY 2021 - Suspend this CIP at end of FY 2020. Report completed in FY 2020 does not recommend adding sludge handling facilities at RWCWRF. Until Amended Agreement is executed, future alternatives may arise for consideration. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Betterment ID 18 0%100%0%0%100% TOTAL:0%100%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $1 $1 $1 $1 $1 $50 $185 PRIOR YEARS: TOTAL $130 341 S2043 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2013 6/30/2027 7/1/2023 6/30/2028 $67 $68 PROJECT PHASE: 7/1/2026 6/30/2030 $1,365 PROJECT LOCATION:OWD Map Book:319 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Jolene Fielding 342 S2049Calavo Basin Sewer Rehabilitation - Phase 2 Stephen Beppler 5/23/2016 S2050 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: COSS Functional Category: Collection This project is for repairs to the gravity sanitary sewer system to repair areas with potential for sewer backups and spills. This project addresses the following sewer sites, primarily in the Calavo area: 56, 78, 242, 452 and 746. The replacement of eight (8) sewer manholes will also be included. JUSTIFICATION OF PROJECT: The closed circuit television sewer assessment program process has assisted in the identification of sewer mains containing sags, which has allowed debris to accumulate, and/or are damaged and need to be repaired. This is a continuation of the CIPs in this area. Calavo Phase I was completed in 2017. Rehabilitating these sags will prevent debris from accumulating and sewer system overflows. COMMENTS: FY 2017 - This project was taken from S2033 and is the next highest priority areas after the Rancho San Diego Phase 1 project for open cut repairs. FY 2018 - Construction to be scheduled after completion of Campo Road Sewer project. FY 2019 - Additional planning time has been included to resolve easement infringement cases that are apparent. This project may be partially funded by sewer debt proceeds. FY 2021 - Site 310 on hold until adjacent site development and subsequent potential sewer revisions therein are determined. FY 2023 - Moved Site 310 to S2054 Calavo Phase 3 and added Site 242. Budget adjusted to reflect inflationary conditions. 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 2024 2025 2026 2027 2028 2029 Total $50 $30 $320 $380 $250 $50 $1,150 PRIOR YEARS: TOTAL $70 343 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 1/31/2023 $30 $90 PROJECT PHASE: 2/1/2023 6/30/2029 $1,030 PROJECT LOCATION:OWD Map Book:353, 354, 365 & 366 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Jolene Fielding 344 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: COSS Functional Category: Collection This project is for the repairs to gravity sanitary sewer system to repair areas with potential for sewer backups and spills. This project addresses the following sewer sites: 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 CIPs in this area. Rehabilitating these sags will prevent debris from accumulating and sewer system overflows. COMMENTS: FY 2017 - This project is taken from S2033 and is the next highest priority area for open cut repairs after the Calavo Phase 2 project. FY 2019 - Additional planning time and costs incorporated to deal with easement issues that are apparent at several of the sites. 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 2024 2025 2026 2027 2028 2029 Total $20 $40 $80 $100 $300 $500 $1,049 PRIOR YEARS: TOTAL $9 345 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 8/31/2026 $30 $220 PROJECT PHASE: 9/1/2026 6/30/2030 $850 PROJECT LOCATION:OWD Map Book:355, 356, 357, 368, 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:1/25/2023Steve Beppler 346 S2054Calavo Basin Sewer Rehabilitation - Phase 3 Stephen Beppler 5/23/2016 5 2 $1,300,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Collection This project is for the repairs to gravity sanitary sewer system to repair areas with potential for sewer backups and spills. This project addresses the following sewer sites in the Calavo area: 93, 150.1, 150.2, 310, and 1000. JUSTIFICATION OF PROJECT: The closed circuit television sewer assessment program process identified sags and roots in this section of pipe, which has allowed debris to form, and/or are damaged and need to be repaired. This is a continuation of the CIPs in this area; Calavo Phase 1 was completed in 2017 and Calavo Phase 2 (S2049) is scheduled prior to this project. Rehabilitating these sags will prevent debris from accumulating and reduce the potential for sewer system overflows. COMMENTS: FY 2018 - This project is taken from S2033 and is the next highest priority areas after the Rancho San Diego Phase 2 project for open cut repairs. FY 2023 - Added Area 310 (originally in S2049 Calavo Phase 2) to allow for property development plans to be determined to understand the impacts to the sewer. Project budget adjusted to consider scope of work change and inflationary cost impacts. 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 2024 2025 2026 2027 2028 2029 Total $0 $10 $10 $10 $50 $50 $130 PRIOR YEARS: TOTAL $0 347 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 6/30/2031 $1,080 PROJECT LOCATION:OWD Map Book:353, 354, 365, 366 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:1/25/2023Steve Beppler 348 S2060Steele Canyon Pump Station Replacement Stephen Beppler 5/21/2018 3 3 $1,900,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Collection Replacement of the existing Steele Canyon Sewage Pump Station (PS) is required to raise the PS above the 100-year flood plain and to enable handling of daily peak flows for future flow equalization at the Ralph W. Chapman Water Reclamation Facility (RWCWRF). Replacement of the flow splitting manhole on the gravity sewer diverting flow to the PS is also involved. JUSTIFICATION OF PROJECT: The existing PS was built in 1981 and is located within the 100-year 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 2023 - Costs adjusted to reflect current inflationary climate. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $10 $40 $50 $100 $300 $500 $1,000 PRIOR YEARS: TOTAL $0 349 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 6/30/2027 $50 $150 PROJECT PHASE: 7/1/2027 6/30/2030 $1,700 PROJECT LOCATION:OWD Map Book:331 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Jolene Fielding 350 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: COSS Functional Category: Aeration Basins 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 cannot 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. FY 2024 - Initial programming has been performed and is being monitored for performance. 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 2024 2025 2026 2027 2028 2029 Total $20 $20 $100 $0 $0 $0 $220 PRIOR YEARS: TOTAL $80 351 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 6/30/2026 $160 PROJECT LOCATION:OWD Map Book:319 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:1/25/2023Steve Beppler 352 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: COSS Functional Category: Collection This project is for the repairs to gravity sanitary sewer system to repair areas with potential for sewer backups and spills. This project addresses the following sewer sites: 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 CIPs in this area; Phase 1 was completed in 2017 and Phase 2 (S2050) is scheduled prior to this project. Rehabilitating these sags will prevent debris from accumulating and reduce the potential for sewer system overflows. COMMENTS: FY 2019 - This project is taken from S2033 and is the next highest priority area for open cut repairs after the Calavo Phase 3 project. Extended planning time and costs 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 2024 2025 2026 2027 2028 2029 Total $0 $5 $5 $5 $50 $50 $115 PRIOR YEARS: TOTAL $0 353 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 6/30/2030 $15 $185 PROJECT PHASE: 7/1/2030 6/30/2033 $750 PROJECT LOCATION:OWD Map Book:355,356,357,368 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Jolene Fielding 354 S2069Cottonwood Sewer Pump Station Renovation Stephen Beppler 6/5/2019 5 2 $3,000,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Collection 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.) Replacement pumps need to be sized for future growth to the PS. Existing pumping capacity is estimated at about 380 gpm, which is appropriate for the existing EDU count and basin I/I. 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 leaks and the room does not dry out readily afterwards, this has contributed to corrosion of the equipment. The PS wet well is undersized to provide adequate pump run times per WAS design standards. Emergency storage should be included to allow time for operators to respond to a PS problem to prevent a sewage spill. 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. 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. FY 2021 - Budget increased from $1.8M to $2.5M to reflect construction cost increases noted on other projects and anticipated property acquisition for the replacement station. Project design duration has been extended to allow for property acquisition. FY 2023 - Budget increased from $2.5M to $3M based on inflationary conditions and contingencies. 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 2024 2025 2026 2027 2028 2029 Total $300 $350 $900 $900 $250 $0 $3,000 PRIOR YEARS: TOTAL $300 355 S2069 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2019 6/30/2021 7/1/2021 9/30/2024 $200 $700 PROJECT PHASE: 10/1/2024 6/30/2028 $2,100 PROJECT LOCATION:OWD Map Book:332 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Jolene Fielding 356 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: COSS Functional Category: Residual Processing and Disposal This project is for the Otay Water District's (District) proportionate share of the San Diego Metro Wastewater Capital Improvements for the San Diego Pure Water project, per terms of an existing agreement with the City of San Diego (City). The reimbursement also includes a proportionate share of operating and maintenance costs. JUSTIFICATION OF PROJECT: 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 Betterment ID 18 0%66%0%0%66% Expansion 34%0%0%0%34% TOTAL:34%66%0%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $80 $100 $100 $100 $100 $0 $755 PRIOR YEARS: TOTAL $275 357 S2071 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2019 6/30/2065 $8,300 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:2/22/2023Bob Kennedy 358 S2072RWCWRF Rotary Screen Replacement Stephen Beppler 6/3/2020 3 2 $600,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Screening & Grit Removal Replacement of the existing headworks rotary screen at the Ralph W. Chapman Water Reclamation Facility (RWCWRF). The screen removes larger particulate matter from the wastewater stream that is compacted and disposed of at the landfill. This process is an important first step in the treatment train. The replacement screen is recommended to be similar to the existing screen in opening size and materials of construction. Replacement of adjacent piping and valves is recommended to also be included to match the new screen connections. Project also requires replacement of the channel protective coating below the screen. A more substantial plate may need to be installed due to the conditions present. JUSTIFICATION OF PROJECT: Existing screen was installed in 1992 and has been refurbished several times. An inspection of the screen by the manufacturer found the screen to be in good shape, considering its age, but preparations for replacement should be planned by FY 2027. Excessive wear of the channel wall due to the sewage discharge from the screen requires a more substantial material than the coating currently installed. COMMENTS: FY 2023 - Added improvements to the channel wall supporting the screen, increasing the budget amount from $450K to $600K. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $100 $10 $100 $200 $100 $85 $600 PRIOR YEARS: TOTAL $5 359 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 1/1/2023 12/31/2026 $25 $125 PROJECT PHASE: 1/1/2023 6/30/2029 $450 PROJECT LOCATION:OWD Map Book:319 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:2/22/2023Bob Kennedy 360 S2074RWCWRF Stormwater Pond Improvements (S) Stephen Beppler 6/3/2020 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: COSS Functional Category: Supply (Commodity/Demand) Repair and reconfigure the stormwater retention pond at the Ralph W. Chapman Water Reclamation Facility (RWCWRF). JUSTIFICATION OF PROJECT: All stormwater within the RWCWRF is captured for treatment. The existing pond is subject to extensive burrowing by rodents and the piping connections are not properly located for returning flow to the plant headworks. Disinfection system upgrades may require 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: FY 2022 - Project is dependent upon the disinfection system impacts. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $5 $40 $40 $30 $30 $30 $175 PRIOR YEARS: TOTAL $0 361 S2074 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2020 10/31/2023 11/1/2023 10/31/2024 $5 $45 PROJECT PHASE: 11/1/2024 6/30/2029 $125 PROJECT LOCATION:OWD Map Book:319 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Jolene Fielding 362 S2076RWCWRF Grit Chamber Improvements Stephen Beppler 6/2/2021 3 2 $250,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Screening & Grit Removal Improve the efficiency of the grit removal process system at the Ralph W. Chapman Water Reclamation Facility (RWCWRF) to decrease the amount of grit accumulating in the biological process tanks. JUSTIFICATION OF PROJECT: Large deposits of grit have been observed in the anoxic zone first chamber of the biological process tanks where raw wastewater enters after screening and grit removal. These deposits are contributing to the creation of anaerobic conditions in the anoxic zone that can cause process upsets. The existing grit system has been in operation since 1991 and has few control abilities to optimize the process. An analysis of the system is required to determine the improvements required for a more efficient operation. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $5 $20 $25 $30 $40 $50 $170 PRIOR YEARS: TOTAL $0 363 S2076 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 12/31/2023 1/1/2024 8/30/2024 $5 $20 PROJECT PHASE: 10/1/2024 6/30/2030 $125 PROJECT LOCATION:OWD Map Book:319 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Jolene Fielding 364 S2077RWCWRF Blowers Renovation Stephen Beppler 6/2/2021 3 2 $400,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Aeration Basins Refurbish the three (3) blowers at the Ralph W. Chapman Water Reclamation Facility (RWCWRF) used to supply air to the aeration basins and other processes. Work includes the replacement of impellers and heat exchangers. JUSTIFICATION OF PROJECT: Inspection of the three (3) air blowers by the manufacturer's representative found wear of the impellers on the units, with a recommendation to replace them. It was also indicated that the existing heat exchangers are obsolete and should be replaced at this time as well. The blowers were installed in 2012. Staff will review the recommendations and assess the potential for replacing the blowers with an alternative manufacturer as the refurbishment costs are projected to exceed 50% of the original equipment costs. The operational issues currently being investigated under CIP S2061 will also be reviewed to see if a different system would resolve the problem. COMMENTS: FY 2022 - Planning and assessing the potential renovation or replacement of the equipment will be performed during FY 2022, which will determine the timing and scope of the project. Work is expected to be performed one unit at a time to reduce the impact to the RWCWRF. FY 2023 - Budget increased from $350K to $400K to reflect updated refurbishment quote. FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $120 $120 $120 $40 $0 $0 $400 PRIOR YEARS: TOTAL $0 365 S2077 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2023 6/30/2024 7/1/2024 6/30/2025 $120 $120 PROJECT PHASE: 7/1/2025 6/30/2027 $130 PROJECT LOCATION:OWD Map Book:319 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Jolene Fielding 366 S2078Vehicle Capital Purchases - Sewer Doug Rahders 6/2/2021 P2282 & R2162 0 1 $750,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General This project is for the capital purchase of various vehicles for daily Otay Water District functions for sewer operations. JUSTIFICATION OF PROJECT: Replacements or newly acquired vehicles will be used for sewer operational and administrative functions throughout the Otay Water District sewer basin. COMMENTS: FY 2024 - CIP budget was increased to $750K for the Vactor truck purchase in FY 2027 and future purchases out to FY 2033. 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 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $750 $0 $0 $750 PRIOR YEARS: TOTAL $0 367 S2078 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2026 6/30/2033 $750 PROJECT LOCATION:OWD Map Book: 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/12/2023Jolene Fielding 368 S2079Steele Canyon Rd Bridge 6-inch Sewer FM Renovation Stephen Beppler 6/8/2022 5 1 $350,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Collection Replacement of the existing 6-inch steel sewer force main installed on the Steele Canyon Road Bridge that spans the Sweetwater River. Work will be completed in two phases. The first phase is to address immediate corrosion concerns of the piping. The second phase will replace additional piping, all pipe supports, and protective coating of the pipeline. JUSTIFICATION OF PROJECT: The pipeline was constructed in 1990. After a recent repair to an air/vac assembly on the bridge a follow up inspection identified corrosion to the pipe and bridge supports. Several portions of the existing pipeline were noted to have corrosion pitting, primarily located at the victaulic pipe joints. Although the piping has expansion joints, the pipe supports do not provide for movement of the pipeline, which has resulted in wear of the coating and corrosion of the pipe material. COMMENTS: FY 2023 - Staff are developing a yearly inspection program on all suspended potable, recycled water, and sewer pipelines to identify problem areas for preventive maintenance, repair, or replacement as they reach the end of their useful life. 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 2024 2025 2026 2027 2028 2029 Total $50 $50 $50 $90 $110 $0 $350 PRIOR YEARS: TOTAL $0 369 S2079 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: 7/1/2022 6/30/2025 7/1/2022 6/30/2026 $30 $100 PROJECT PHASE: 7/1/2022 6/30/2028 $220 PROJECT LOCATION:OWD Map Book:344 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/10/2023Jolene Fielding 370 S2080Standby Power Renovations - Sewer Doug Rahders 6/8/2022 5 2 $200,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: Energy Replacement of Tier 0 standby power systems at the Hidden Mountain and Steele Canyon Sewer Pump Stations. Systems include generator unit, transfer switch, fuel storage tank, and appurtenances. Replacement tanks will be double containment units to reduce potential fuel spills. JUSTIFICATION OF PROJECT: APCD is expected to phase out the permitting of Tier 0 generators. No timetable has been set at this time. COMMENTS: FUNDING SOURCE:Expansion Betterment Replacement New Water Supply Total Replacement 0%0%100%0%100% TOTAL:0%0%100%0%100% FUND DETAILS: EXPENDITURE SCHEDULE (X $1,000): FY FY FY FY FY FY FY 2024 2025 2026 2027 2028 2029 Total $10 $78 $10 $10 $10 $50 $168 PRIOR YEARS: TOTAL $0 371 S2080 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2024 6/30/2030 $200 PROJECT LOCATION:OWD Map Book:331,377 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:5/2/2023Jolene Fielding 372 S2081Improve Fire Sprinkler Protection System at RWCWRF (S) Kent Payne 5 2 $75,000 PROJECT MANAGER: ORIGINAL APPROVED DATE: RELATED CIP PROJECTS: PROJECT TITLE:CIP Number: DIRECTOR DIVISION: PRIORITY: BUDGET AMOUNT: DESCRIPTION OF PROJECT: COSS Functional Category: General Install automatic sprinklers in the Operations & Lab Building, Blower Building, Effluent Pump Building, and Emergency Generator canopy. Replace the lawn sprinklers on the roof perimeter with conventional fire sprinklers. JUSTIFICATION OF PROJECT: This recommendation was a result of an inspection on behalf of the California Water Agencies Joint Powers Insurance Authority (ACWA JPIA) on 1/26/2023. COMMENTS: FY 2024 - Overall budget of $225K to be split evenly between Sewer, Recycled Water, and Potable CIPs. 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 2024 2025 2026 2027 2028 2029 Total $5 $5 $5 $55 $5 $0 $75 PRIOR YEARS: TOTAL $0 373 S2081 PROJECT SCHEDULE: PLANNING: DESIGN: CIP Number: ESTIMATED START DATE ESTIMATED FINISHED DATE ESTIMATED COST (X $1,000): CONSTRUCTION: $0 $0 PROJECT PHASE: 7/1/2023 6/30/2028 $75 PROJECT LOCATION:OWD Map Book:319 2024 2025 2026 2027 2028 2029 Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 PROJECTED INCREMENTAL OPERATING EXPENDITURES SCHEDULE ($): MAINT: ENERGY: CHEMICAL: Submitted By:Date:4/26/2023Bob Kennedy 374 OTAY WATER DISTRICT Job Classification and Salary Schedule Effective July 3, 2023 Position Exempt (E) Non-Exempt (NE) Salary Grade Min Mid Max Min Mid Max Min Mid Max Accountant NE 25 $41.6584 $46.8659 $52.0731 $7,220.79 $8,123.42 $9,026.00 $86,649.99 $97,480.90 $108,312.00 Accounting Technician NE 20 $32.6407 $36.7206 $40.8007 $5,657.72 $6,364.90 $7,072.12 $67,892.42 $76,378.82 $84,865.28 Assistant Chief E 38 $78.5537 $88.3726 $98.1917 $13,615.97 $15,317.92 $17,019.89 $163,391.41 $183,814.93 $204,238.41 Assistant Civil Engineer I NE 25 $41.6584 $46.8659 $52.0731 $7,220.79 $8,123.42 $9,026.00 $86,649.99 $97,480.90 $108,312.00 Assistant Civil Engineer II E 27 $45.9288 $51.6696 $57.4107 $7,960.99 $8,956.06 $9,951.19 $95,531.60 $107,472.65 $119,413.98 Associate Civil Engineer E 32 $58.6179 $65.9450 $73.2721 $10,160.44 $11,430.47 $12,700.50 $121,925.23 $137,165.59 $152,405.88 Business Systems Analyst I E 25 $41.6584 $46.8659 $52.0731 $7,220.79 $8,123.42 $9,026.00 $86,649.99 $97,480.90 $108,312.00 Business Systems Analyst II E 29 $50.6366 $56.9659 $63.2953 $8,777.01 $9,874.09 $10,971.19 $105,323.50 $118,488.63 $131,653.91 Business Systems Technician NE 22 $35.9865 $40.4846 $44.9829 $6,237.66 $7,017.33 $7,797.04 $74,851.52 $84,207.62 $93,564.00 Chief Financial Officer E 40 $86.6054 $97.4307 $108.2884 $15,011.60 $16,887.99 $18,769.99 $180,138.95 $202,655.94 $225,239.73 Chief, Administrative Services E 40 $86.6054 $97.4307 $108.2884 $15,011.60 $16,887.99 $18,769.99 $180,138.95 $202,655.94 $225,239.73 Chief, Engineering E 40 $86.6054 $97.4307 $108.2884 $15,011.60 $16,887.99 $18,769.99 $180,138.95 $202,655.94 $225,239.73 Chief, Water Operations E 40 $86.6054 $97.4307 $108.2884 $15,011.60 $16,887.99 $18,769.99 $180,138.95 $202,655.94 $225,239.73 Communications Assistant NE 22 $35.9865 $40.4846 $44.9829 $6,237.66 $7,017.33 $7,797.04 $74,851.52 $84,207.62 $93,564.00 Communications Officer E 30 $53.1682 $59.8140 $66.4600 $9,215.82 $10,367.76 $11,519.73 $110,589.58 $124,413.14 $138,236.61 Confidential Executive Assistant NE 22 $35.9865 $40.4846 $44.9829 $6,237.66 $7,017.33 $7,797.04 $74,851.52 $84,207.62 $93,564.00 Construction Inspector I NE 22 $35.9865 $40.4846 $44.9829 $6,237.66 $7,017.33 $7,797.04 $74,851.52 $84,207.62 $93,564.00 Construction Inspector II NE 24 $39.6748 $44.6342 $49.5934 $6,876.97 $7,736.59 $8,596.19 $82,523.63 $92,839.03 $103,154.28 Construction Technician NE 20 $32.6407 $36.7206 $40.8007 $5,657.72 $6,364.90 $7,072.12 $67,892.42 $76,378.82 $84,865.28 Customer Service Field Representative I NE 16 $26.8535 $30.2103 $33.5669 $4,654.61 $5,236.45 $5,818.26 $55,855.42 $62,837.04 $69,818.89 Customer Service Field Representative II NE 18 $29.6062 $33.3066 $37.0074 $5,131.74 $5,773.14 $6,414.62 $61,580.61 $69,277.93 $76,975.32 Customer Service Manager E 33 $61.5489 $69.2423 $76.9358 $10,668.48 $12,002.00 $13,335.54 $128,021.54 $144,023.69 $160,026.12 Customer Service Representative I NE 16 $26.8535 $30.2103 $33.5669 $4,654.61 $5,236.45 $5,818.26 $55,855.42 $62,837.04 $69,818.89 Customer Service Representative II NE 18 $29.6062 $33.3066 $37.0074 $5,131.74 $5,773.14 $6,414.62 $61,580.61 $69,277.93 $76,975.32 Customer Service Supervisor E 27 $45.9288 $51.6696 $57.4107 $7,960.99 $8,956.06 $9,951.19 $95,531.60 $107,472.65 $119,413.98 Database Administrator E 32 $58.6179 $65.9450 $73.2721 $10,160.44 $11,430.47 $12,700.50 $121,925.23 $137,165.59 $152,405.88 Department Assistant NE 18 $29.6062 $33.3066 $37.0074 $5,131.74 $5,773.14 $6,414.62 $61,580.61 $69,277.93 $76,975.32 Disinfection Technician NE 23 $37.7858 $42.5087 $47.2319 $6,549.54 $7,368.17 $8,186.86 $78,594.03 $88,418.22 $98,242.18 District Secretary E 29 $50.6366 $56.9659 $63.2953 $8,777.01 $9,874.09 $10,971.19 $105,323.50 $118,488.63 $131,653.91 Electrician I NE 22 $35.9865 $40.4846 $44.9829 $6,237.66 $7,017.33 $7,797.04 $74,851.52 $84,207.62 $93,564.00 Electrician II NE 24 $39.6748 $44.6342 $49.5934 $6,876.97 $7,736.59 $8,596.19 $82,523.63 $92,839.03 $103,154.28 Engineering Design Technician NE 25 $41.6584 $46.8659 $52.0731 $7,220.79 $8,123.42 $9,026.00 $86,649.99 $97,480.90 $108,312.00 Engineering Manager E 37 $74.8130 $84.1645 $93.5158 $12,967.59 $14,588.51 $16,209.41 $155,610.87 $175,061.84 $194,512.80 Engineering Technician NE 22 $35.9865 $40.4846 $44.9829 $6,237.66 $7,017.33 $7,797.04 $74,851.52 $84,207.62 $93,564.00 Environmental Compliance Specialist E 28 $48.2252 $54.2530 $60.2812 $8,359.03 $9,403.85 $10,448.74 $100,308.13 $112,846.39 $125,384.68 Equipment Mechanic I NE 18 $29.6062 $33.3066 $37.0074 $5,131.74 $5,773.14 $6,414.62 $61,580.61 $69,277.93 $76,975.32 Equipment Mechanic II NE 21 $34.2728 $38.5566 $42.8406 $5,940.62 $6,683.14 $7,425.70 $71,287.17 $80,197.94 $89,108.58 Executive Assistant NE 22 $35.9865 $40.4846 $44.9829 $6,237.66 $7,017.33 $7,797.04 $74,851.52 $84,207.62 $93,564.00 Facilities Maintenance Technician NE 19 $31.0866 $34.9721 $38.8577 $5,388.34 $6,061.83 $6,735.33 $64,659.67 $72,741.86 $80,824.09 Field Services Manager E 33 $61.5489 $69.2423 $76.9358 $10,668.48 $12,002.00 $13,335.54 $128,021.54 $144,023.69 $160,026.12 Finance Manager, Controller & Budget E 35 $67.8577 $76.3394 $84.8216 $11,762.00 $13,232.16 $14,702.41 $141,143.73 $158,786.11 $176,428.79 HOURLY MONTHLY ANNUALLY Board Approved – June 7, 2023; Resolution No. 4433 Exhibit B OTAY WATER DISTRICT Job Classification and Salary Schedule Effective July 3, 2023 Position Exempt (E) Non-Exempt (NE) Salary Grade Min Mid Max Min Mid Max Min Mid Max HOURLY MONTHLY ANNUALLY Finance Manager, Treasury & Accounting E 35 $67.8577 $76.3394 $84.8216 $11,762.00 $13,232.16 $14,702.41 $141,143.73 $158,786.11 $176,428.79 Fleet Maintenance Supervisor E 28 $48.2252 $54.2530 $60.2812 $8,359.03 $9,403.85 $10,448.74 $100,308.13 $112,846.39 $125,384.68 General Manager*E N/A $267,800.00 GIS Analyst E 26 $43.7417 $49.2092 $54.6770 $7,581.89 $8,529.59 $9,477.35 $90,982.50 $102,354.98 $113,727.59 GIS Manager E 34 $64.6260 $72.7044 $80.7825 $11,201.84 $12,602.10 $14,002.30 $134,422.39 $151,225.05 $168,027.44 GIS Programmer Analyst E 29 $50.6366 $56.9659 $63.2953 $8,777.01 $9,874.09 $10,971.19 $105,323.50 $118,488.63 $131,653.91 GIS Technician NE 24 $39.6748 $44.6342 $49.5934 $6,876.97 $7,736.59 $8,596.19 $82,523.63 $92,839.03 $103,154.28 Human Resources Analyst E 25 $41.6584 $46.8659 $52.0731 $7,220.79 $8,123.42 $9,026.00 $86,649.99 $97,480.90 $108,312.00 Human Resources Assistant I NE 18 $29.6062 $33.3066 $37.0074 $5,131.74 $5,773.14 $6,414.62 $61,580.61 $69,277.93 $76,975.32 Human Resources Assistant II NE 20 $32.6407 $36.7206 $40.8007 $5,657.72 $6,364.90 $7,072.12 $67,892.42 $76,378.82 $84,865.28 Human Resources Manager E 36 $71.2507 $80.1565 $89.0628 $12,350.12 $13,893.79 $15,437.55 $148,200.89 $166,725.44 $185,250.26 Information Technology Manager E 35 $67.8577 $76.3394 $84.8216 $11,762.00 $13,232.16 $14,702.41 $141,143.73 $158,786.11 $176,428.79 Laboratory Analyst NE 26 $43.7417 $49.2092 $54.6770 $7,581.89 $8,529.59 $9,477.35 $90,982.50 $102,354.98 $113,727.59 Lead Construction Inspector NE 26 $43.7417 $49.2092 $54.6770 $7,581.89 $8,529.59 $9,477.35 $90,982.50 $102,354.98 $113,727.59 Lead Customer Service Field Representative NE 21 $34.2728 $38.5566 $42.8406 $5,940.62 $6,683.14 $7,425.70 $71,287.17 $80,197.94 $89,108.58 Lead Customer Service Representative NE 21 $34.2728 $38.5566 $42.8406 $5,940.62 $6,683.14 $7,425.70 $71,287.17 $80,197.94 $89,108.58 Lead Meter Maintenance/Cross Conn. Worker NE 24 $39.6748 $44.6342 $49.5934 $6,876.97 $7,736.59 $8,596.19 $82,523.63 $92,839.03 $103,154.28 Lead Reclamation Plant Operator NE 26 $43.7417 $49.2092 $54.6770 $7,581.89 $8,529.59 $9,477.35 $90,982.50 $102,354.98 $113,727.59 Lead Water Systems Operator NE 26 $43.7417 $49.2092 $54.6770 $7,581.89 $8,529.59 $9,477.35 $90,982.50 $102,354.98 $113,727.59 Meter Maintenance Worker I NE 18 $29.6062 $33.3066 $37.0074 $5,131.74 $5,773.14 $6,414.62 $61,580.61 $69,277.93 $76,975.32 Meter Maintenance Worker II NE 21 $34.2728 $38.5566 $42.8406 $5,940.62 $6,683.14 $7,425.70 $71,287.17 $80,197.94 $89,108.58 Meter Services Supervisor E 28 $48.2252 $54.2530 $60.2812 $8,359.03 $9,403.85 $10,448.74 $100,308.13 $112,846.39 $125,384.68 Network Engineer E 31 $55.8266 $62.8048 $69.7830 $9,676.61 $10,886.17 $12,095.72 $116,119.17 $130,633.78 $145,148.45 Permit Technician NE 20 $32.6407 $36.7206 $40.8007 $5,657.72 $6,364.90 $7,072.12 $67,892.42 $76,378.82 $84,865.28 Pump Mechanic I NE 19 $31.0866 $34.9721 $38.8577 $5,388.34 $6,061.83 $6,735.33 $64,659.67 $72,741.86 $80,824.09 Pump Mechanic II NE 22 $35.9865 $40.4846 $44.9829 $6,237.66 $7,017.33 $7,797.04 $74,851.52 $84,207.62 $93,564.00 Purchasing & Facilities Manager E 34 $64.6260 $72.7044 $80.7825 $11,201.84 $12,602.10 $14,002.30 $134,422.39 $151,225.05 $168,027.44 Reclamation Plant Operator I NE 19 $31.0866 $34.9721 $38.8577 $5,388.34 $6,061.83 $6,735.33 $64,659.67 $72,741.86 $80,824.09 Reclamation Plant Operator II NE 21 $34.2728 $38.5566 $42.8406 $5,940.62 $6,683.14 $7,425.70 $71,287.17 $80,197.94 $89,108.58 Reclamation Plant Operator III NE 23 $37.7858 $42.5087 $47.2319 $6,549.54 $7,368.17 $8,186.86 $78,594.03 $88,418.22 $98,242.18 Reclamation Plant Supervisor E 30 $53.1682 $59.8140 $66.4600 $9,215.82 $10,367.76 $11,519.73 $110,589.58 $124,413.14 $138,236.61 Recycled Water Program Supervisor E 28 $48.2252 $54.2530 $60.2812 $8,359.03 $9,403.85 $10,448.74 $100,308.13 $112,846.39 $125,384.68 Recycled Water Specialist NE 23 $37.7858 $42.5087 $47.2319 $6,549.54 $7,368.17 $8,186.86 $78,594.03 $88,418.22 $98,242.18 Safety and Security Specialist E 30 $53.1682 $59.8140 $66.4600 $9,215.82 $10,367.76 $11,519.73 $110,589.58 $124,413.14 $138,236.61 SCADA/Instrumentation Technician NE 25 $41.6584 $46.8659 $52.0731 $7,220.79 $8,123.42 $9,026.00 $86,649.99 $97,480.90 $108,312.00 SCADA/Pump/Electrical Supervisor E 30 $53.1682 $59.8140 $66.4600 $9,215.82 $10,367.76 $11,519.73 $110,589.58 $124,413.14 $138,236.61 Senior Accountant E 28 $48.2252 $54.2530 $60.2812 $8,359.03 $9,403.85 $10,448.74 $100,308.13 $112,846.39 $125,384.68 Senior Civil Engineer E 34 $64.6260 $72.7044 $80.7825 $11,201.84 $12,602.10 $14,002.30 $134,422.39 $151,225.05 $168,027.44 Senior Disinfection Technician NE 24 $39.6748 $44.6342 $49.5934 $6,876.97 $7,736.59 $8,596.19 $82,523.63 $92,839.03 $103,154.28 Senior Engineering Technician NE 24 $39.6748 $44.6342 $49.5934 $6,876.97 $7,736.59 $8,596.19 $82,523.63 $92,839.03 $103,154.28 Senior Human Resources Analyst E 30 $53.1682 $59.8140 $66.4600 $9,215.82 $10,367.76 $11,519.73 $110,589.58 $124,413.14 $138,236.61 Board Approved – June 7, 2023; Resolution No. 4433 OTAY WATER DISTRICT Job Classification and Salary Schedule Effective July 3, 2023 Position Exempt (E) Non-Exempt (NE) Salary Grade Min Mid Max Min Mid Max Min Mid Max HOURLY MONTHLY ANNUALLY Senior Procurement and Contracting Analyst E 26 $43.7417 $49.2092 $54.6770 $7,581.89 $8,529.59 $9,477.35 $90,982.50 $102,354.98 $113,727.59 Senior SCADA/Instrumentation Technician NE 28 $48.2252 $54.2530 $60.2812 $8,359.03 $9,403.85 $10,448.74 $100,308.13 $112,846.39 $125,384.68 Senior Utility Locator NE 21 $34.2728 $38.5566 $42.8406 $5,940.62 $6,683.14 $7,425.70 $71,287.17 $80,197.94 $89,108.58 Senior Utility Worker/Equipment Operator NE 22 $35.9865 $40.4846 $44.9829 $6,237.66 $7,017.33 $7,797.04 $74,851.52 $84,207.62 $93,564.00 Supervising Land Surveyor E 29 $50.6366 $56.9659 $63.2953 $8,777.01 $9,874.09 $10,971.19 $105,323.50 $118,488.63 $131,653.91 System Operations Manager E 36 $71.2507 $80.1565 $89.0628 $12,350.12 $13,893.79 $15,437.55 $148,200.89 $166,725.44 $185,250.26 System Support Analyst E 29 $50.6366 $56.9659 $63.2953 $8,777.01 $9,874.09 $10,971.19 $105,323.50 $118,488.63 $131,653.91 Utility Crew Leader NE 24 $39.6748 $44.6342 $49.5934 $6,876.97 $7,736.59 $8,596.19 $82,523.63 $92,839.03 $103,154.28 Utility Locator NE 19 $31.0866 $34.9721 $38.8577 $5,388.34 $6,061.83 $6,735.33 $64,659.67 $72,741.86 $80,824.09 Utility Maintenance Assistant Supervisor NE 26 $43.7417 $49.2092 $54.6770 $7,581.89 $8,529.59 $9,477.35 $90,982.50 $102,354.98 $113,727.59 Utility Maintenance Supervisor E 30 $53.1682 $59.8140 $66.4600 $9,215.82 $10,367.76 $11,519.73 $110,589.58 $124,413.14 $138,236.61 Utility Services Manager E 35 $67.8577 $76.3394 $84.8216 $11,762.00 $13,232.16 $14,702.41 $141,143.73 $158,786.11 $176,428.79 Utility Worker I NE 18 $29.6062 $33.3066 $37.0074 $5,131.74 $5,773.14 $6,414.62 $61,580.61 $69,277.93 $76,975.32 Utility Worker II NE 20 $32.6407 $36.7206 $40.8007 $5,657.72 $6,364.90 $7,072.12 $67,892.42 $76,378.82 $84,865.28 Warehouse Technician NE 20 $32.6407 $36.7206 $40.8007 $5,657.72 $6,364.90 $7,072.12 $67,892.42 $76,378.82 $84,865.28 Water Systems Operator I NE 20 $32.6407 $36.7206 $40.8007 $5,657.72 $6,364.90 $7,072.12 $67,892.42 $76,378.82 $84,865.28 Water Systems Operator II NE 22 $35.9865 $40.4846 $44.9829 $6,237.66 $7,017.33 $7,797.04 $74,851.52 $84,207.62 $93,564.00 Water Systems Operator III NE 23 $37.7858 $42.5087 $47.2319 $6,549.54 $7,368.17 $8,186.86 $78,594.03 $88,418.22 $98,242.18 Water Systems Supervisor E 30 $53.1682 $59.8140 $66.4600 $9,215.82 $10,367.76 $11,519.73 $110,589.58 $124,413.14 $138,236.61 * Salary is determined by the Board Board Approved – June 7, 2023; Resolution No. 4433 1 ORDINANCE NO. 589 AN ORDINANCE OF THE BOARD OF DIRECTORS OF THE OTAY WATER DISTRICT AMENDING APPENDIX A OF THE DISTRICT’S CODE OF ORDINANCES BE IT ORDAINED by the Board of Directors of Otay Water District that the District’s Code of Ordinances, Appendix A, be amended as per Exhibit 1 to this ordinance. NOW, THEREFORE, BE IT RESOLVED that the new proposed Appendix A (Exhibit 2) of the Code of Ordinances shall become effective January 1, 2024. PASSED, APPROVED AND ADOPTED by the Board of Directors of the Otay Water District at a regular meeting duly held this 7th day of June 2023, by the following roll call vote: AYES: NOES: ABSENT: ABSTAIN: ________________________________ President ATTEST: __________________________ District Secretary Attachment C Section #Code #Fee Description Meter Size 9 9.04 A.1.District Annexation Processing Fee $970.30 9.04 B. Annexation Fees for Water Annexations into Otay Water District Boundaries Districtwide Annexation Fee 3/4"$2,454.95 1"$6,137.38 1-1/2"$12,274.75 2"$19,639.60 3"$39,279.20 4"$61,373.75 6"$122,747.50 8"$196,396.00 10"$282,319.25 9.04 C.4. Annexation Fees for Annexations to Sewer Improvement Districts per EDU $1,342.96 10 10.01 Waiver Request $50.00 23 23.04 Backflow Certification - Second Notification $10.00 - Third Notification $25.00 - Third Notification (hand delivered)$45.00 - Reconnection $50.00 - Reconnection (if test performed with technician present)$150.00 - Initial Filing Fee (New applicants for addition to the list of approved backflow prevention device testers)$25.00 - Renewal Filing Fee (to remain on list of approved backflow prevention device testers)Annually $10.00 25 25.03 A. Set-up Fees for Accounts $15.00 25 25.03 B. Monthly MWD & CWA Fixed System Charges (1)3/4"$16.33 1"$27.22 1-1/2"$54.42 2"$87.06 3"$190.45 4"$342.81 6"$761.79 8"$1,305.91 10"$2,067.69 Otay Water District Appendix A Charges (1)Water billed beginning January 1, 2023, which may include water used December 2022. Exhibit 1 Section #Code #Fee Description Meter Size Charges 25 25.03 C.1. Domestic Residential Monthly Fixed System Charges (1)3/4" $18.07 1" $22.47 1-1/2" $33.73 2" $47.04 25 25.03 C.2. Multi-Residential Monthly Fixed System Charges (1)3/4" $16.67 1" $20.14 1-1/2" $29.06 2" $39.58 3" $83.59 4" $140.85 6" $276.38 8" $426.72 10" $654.34 25 25.03 C.3. Business and Commercial Monthly Fixed System Charges (1)3/4" $18.22 1" $22.72 1-1/2" $34.22 2" $47.82 3" $101.62 4" $173.30 6" $348.50 8" $550.37 10" $850.11 25 25.03 C.4. 3/4" $16.13 1" $19.24 1-1/2" $27.26 2" $36.69 3" $77.26 4" $129.48 6" $251.10 8" $383.41 10"$585.74 25 25.03 C.5. 3/4" $16.97 1" $20.64 1-1/2" $30.06 2" $41.18 3" $87.08 4" $147.14 6" $290.36 8" $450.72 10"$692.32 Publicly Owned Monthly Fixed System Charges (1) Non-Public Irrigation and Commercial Agriculture Monthly Fixed System Charges (1) (1) Water billed beginning January 1, 2023, which may include water used December 2022. Section #Code #Fee Description Meter Size Charges 25 25.03 C.6. 3/4" $16.13 1" $19.24 1-1/2" $27.26 2" $36.69 3" $77.26 4" $129.48 25 25.03 C.7. 3/4" $16.58 1" $19.98 1-1/2" $28.75 2" $39.09 3" $82.51 4" $138.91 6" $272.08 8" $419.37 10"$642.67 25 25.03 C.8. 3/4" $36.06 1" $48.83 1-1/2" $81.22 2" $119.74 3" $262.42 4" $458.00 6" $953.41 8" $1,547.17 10" $2,411.52 25 25.03 D.1.(b) Domestic Residential Water Rates (1)Unit Charge 0-9 $5.26 10-12 $5.71 13 or more $6.35 25 25.03 D.2.(b) Multi-Residential Water Rates - Per Dwelling Unit (1)0-9 $5.22 10-12 $5.65 13 or more $5.85 (1) Water billed beginning January 1, 2023, which may include water used December 2022. Recycled Monthly Fixed System Charges (1) Public Irrigation Monthly Fixed System Charges (1) Construction Monthly Fixed System Charges (1) Section #Code #Fee Description Meter Size Charges 25 25.03 D.3.(b) Business and Commercial Water Rates (1)All Units $5.52 25 25.03 D.4.(c) Non-Public Irrigation and Commercial Agriculture Using Potable Water Rates (1)All Units $6.36 25 25.03 D.5.(b) Publicly-Owned Water Rates (1)All Units $6.08 25 25.03 D.6.(b) Public Irrigation Water Rates (1)All Units $6.94 25 25.03 D.7.(b) Construction Water Rates (1)All Units $6.32 25 25.03 D.8.(c)Recycled Non-Public Irrigation Water Rates (1)All Units $5.36 25 25.03 D.9.(c)Recycled Commercial Water Rates (1)All Units $4.92 25 25.03 D.10.(c)Recycled Public Irrigation Water Rates (1)All Units $5.47 25 25.03 D.11.(b) Potable Interim Business and Commercial Water Rates (1)All Units $11.04 25 25.03 D.12.(b) Potable Interim Non-Public Irrigation and Commercial Agriculture Water Rates (1)All Units $12.72 (1) Water billed beginning January 1, 2023, which may include water used December 2022. Section #Code #Fee Description Meter Size Charges 25 25.03 D.13.(b) Tank Trucks Water Rates (1)All Units $6.32 25 25.03 D.14.(c) Application Fee for Water Service Outside District Boundaries $500.00 25 25.03 D.14.(d) Water Rate for Service Outside District Boundaries (1)All Units $12.16 25 25.03 D.15.(b) Application Fee for Water Service Outside an Improvement District $275.00 25 25.03 D.15.(c) Water Rate for Service Outside Improvement District (1)All Units $12.16 25 25.03 D.16.(c) Fire Service Monthly Charge 3/4"$2.60 1"$2.68 1-1/2"$2.94 2"$3.38 3"$4.99 4"$7.75 6"$17.69 8"$34.83 10"$60.61 25 25.03 E.1.Energy Charges for Pumping Potable Water (1) Per 100 ft of lift over 450 ft per unit $0.068 25 25.03 E.2. Energy Charges for Pumping Recycled Water (1) Per 100 ft of lift over 450 ft per unit $0.077 25 25.04 A.Deposits for Non-Property Owners 3/4"$100.00 1" $200.00 1-1/2" $250.00 2" $400.00 3"$1,000.00 4" $1,350.00 6" $3,300.00 8"$7,000.00 10" $10,000.00 (1) Water billed beginning January 1, 2023, which may include water used December 2022. Section #Code #Fee Description Meter Size Charges 28 28.01 B.1. Capacity Fees and Zone Charge Districtwide Capacity Fee - All IDs excluding Triad 3/4" $12,937.69 1" $32,344.23 1-1/2" $64,688.45 2" $103,501.52 3" $207,003.04 4" $323,442.25 6" $646,884.50 8" $1,035,015.20 10" $1,487,834.35 - TRIAD 3/4" $9,703.27 1" $24,258.18 1 -1/2" $48,516.35 2" $77,626.16 3" $155,252.32 4" $242,581.75 6" $485,163.50 8" $776,261.60 10" $1,115,876.05 28 28.02 Installation and Water Meter Charges Meter Size Meter Cost Installation Total Meter Box/Vault (if Needed) - Potable (Non-Irrigation)3/4" x 7.5"$275.63 $130.80 $406.43 $111.05 3/4" x 9"$293.47 $130.80 $424.27 $111.05 1"$355.69 $130.80 $486.49 $111.05 1.5"$578.13 $130.80 $708.93 $251.74 2"$828.40 $130.80 $959.20 $251.74 3"$2,581.62 $787.54 $3,369.16 $4,490.59 4"$4,483.85 $787.54 $5,271.39 $4,490.59 6"$7,744.83 $1,243.98 $8,988.81 $4,490.59 8"$9,676.59 $1,907.52 $11,584.11 $6,442.08 10"$13,916.75 $1,907.52 $15,824.27 $6,442.08 Section #Code #Fee Description Meter Size Charges 28 28.02 Meter Cost Installation Total Meter Box/Vault (if Needed) - Potable/Recycled Irrigation 3/4" x 7.5"$275.63 $130.80 $406.43 $283.00 3/4" x 9"$293.47 $130.80 $424.27 $283.00 1"$355.69 $130.80 $486.49 $283.00 1.5"$578.13 $130.80 $708.93 $283.00 2"$828.40 $130.80 $959.20 $283.00 3"$1,786.74 $787.54 $2,574.28 $4,490.59 4"$3,478.50 $787.54 $4,266.04 $4,490.59 6"$6,262.44 $1,243.98 $7,506.42 $4,490.59 8"$8,342.69 $1,907.52 $10,250.21 $6,442.08 10"$11,838.91 $1,907.52 $13,746.43 $6,442.08 - Combined Fire and Domestic 4"$10,667.48 $787.54 $11,455.02 $4,490.59 6"$14,197.49 $1,243.98 $15,441.47 $4,490.59 8"$20,642.12 $1,907.52 $22,549.64 $6,442.08 10"$28,169.69 $1,907.52 $30,077.21 $6,442.08 31 31.03 A.1.Requirement of Deposit for Temporary Meters 3/4"$156.85 1"$184.78 1-1/2"$379.62 2"$2,046.00 4"$1,986.00 6"$2,465.00 - Construction Trailer Temporary Meter 2" $2,046.00 - Tank Truck Temporary Meter (Ordinance No. 372)2" $850.00 31 31.03 A.4.Temporary Meter Install & Removal 3/4" - 4" (on hydrant)$150.00 4" - 6"$806.00 8" - 10"Actual Cost 31 31.03 A.5. Temporary Meter Move Fee (includes backflow certification)3/4" - 4" (on hydrant) $150.00 4" - 6" $806.00 8" - 10"Actual Cost 33 33.07 A.Customer Request for Meter Test (Deposit)5/8", 3/4" & 1"$60.00 1-1/2" & 2 " $120.00 3" & Larger $300.00 Installation and Water Meter Charges (continued) Section #Code #Fee Description Meter Size Charges 34 34.01 D.2. Returned Check Charges $25.00 34 34.02 C Meter Lock Charge $50.00 53 53.03 A.1.Sewer Capacity Fee within an ID $7,006.35 53 53.03 A.2.Sewer Capacity Fee per EDU outside an ID $9,691.47 53 53.03 B.1.Sewer Connection Fee - Russell Square $7,500.00 53 53.03 B.2.Monthly Sewer Service Charge - Russell Square $200.00 53 53.10 & 11 Set-up Fees for Accounts $15.00 53 53.10 Residential Sewer Rates (2) Rate multiplied by 3-year winter average units $3.25 53 53.10 Residential Monthly Fixed Sewer System Charges (2)5/8", 3/4" & larger $18.13 53 53.10 A.4.Residential Sewer Without Consumption History 5/8", 3/4" & larger $48.81 53 53.10 B.2.Multi-Residential Sewer Rates (2) Rate multiplied by 3-year winter average units $3.25 53 53.10 B.2. Multi-Residential Monthly Fixed Sewer System Charges (2).75"$18.13 1"$45.30 1.5"$90.58 2"$144.92 3"$271.74 4"$452.90 6"$905.79 8" $1,449.29 10"$2,083.35 (2) Sewer billed beginning January 1, 2023. Section #Code #Fee Description Meter Size Charges 53 53.10 B.3. Monthly Multi-Residential Sewer Rates without Consumption History (2) Per dwelling unit $21.82 53 53.11 Commercial and Industrial Sewer Rates Rate multiplied by Low Strength $3.25 annual avg.Medium Strength $3.69 units High Strength $5.20 53 53.11 Commercial and Industrial Monthly Fixed Sewer System Charges (2).75"$18.13 1"$45.30 1.5"$90.58 2"$144.92 3"$271.74 4"$452.90 6"$905.79 8" $1,449.29 10"$2,083.35 60 60.03 Issuance of Availability Letters for Water and/or Sewer Service $75.00 72 72.04 A.1. Locking or Removing Damaged or Tampered Meters - To Pull and Reset Meter 3/4" - 2" $200.00 - Broken Curbstop or Tabs 3/4" - 1" Actual Cost - If Customer uses Jumper 3/4" - 1" Actual Cost - Broken Lock/Locking Device 3/4" - 1" $68.00 - Broken Curbstop or Tabs 1.5" - 2" Actual Cost - To Pull and Reset Meter 3" Actual Cost - To Pull and Reset Meter 4" Actual Cost - To Pull and Reset Meter 6" Actual Cost - To Pull and Reset Meter 8" Actual Cost - To Pull and Reset Meter 10" Actual Cost 72 72.05 D. Type I Fine - First Violation $100.00 - Second Violations $200.00 - Third or each additional violation of that same ordinance or requirement within a twelve-month period $500.00 (2) Sewer billed beginning January 1, 2023. Section #Code #Fee Description Meter Size Charges 72 72.05 D. Type II Fine $5,000.00 Type III Fine $500.00 Type IV Fine $500.00 State Water Code #71630 & Annual Board Resolution #4142 Water Availability/Standby Annual Special Assessment Charge $10.00 $30.00 $3.00 $3.00 State Water Code #71630 & Annual Board Resolution #4142 Sewer Availability/Standby Annual Special Assessment Charge $10.00 $30.00 Annual Board Resolution General Obligation Bond Annual Tax Assessment $0.005 Policies 5B Copies of Identifiable Public Records $0.20/page 54 Late Payment Charge 5% of Delinquent Balance 54 Lien Processing Fee $50.00 54 Delinquent Tax Roll Fee $40.00 54 Delinquency Tag $25.00 Will not exceed per each day the violation is identified or continues. Less than one-acre Outside I.D. and greater than one mile from District facilities. Per acre for outside I.D. & greater than one mile from District facilities. Fine up to amount specified per each day the violation is identified or continues. Less than one-acre all I.D.s & Outside an I.D. Fine up to amount specified per each day the violation is identified or continues. Per acre in I.D. 22 Less than one acre I.D. 18 The cost for all other copy sizes is the direct cost of duplication. Per acre I.D. 18 8 1/2" x 11" Per $1000 of assessed value for I.D. 27 Section #Code #Fee Description Meter Size 9 9.04 A.1.District Annexation Processing Fee $970.30 9.04 B. Annexation Fees for Water Annexations into Otay Water District Boundaries Districtwide Annexation Fee 3/4"$2,454.95 1"$6,137.38 1-1/2"$12,274.75 2"$19,639.60 3"$39,279.20 4"$61,373.75 6"$122,747.50 8"$196,396.00 10"$282,319.25 9.04 C.4. Annexation Fees for Annexations to Sewer Improvement Districts per EDU $1,342.96 10 10.01 Waiver Request $50.00 23 23.04 Backflow Certification - Second Notification $10.00 - Third Notification $25.00 - Third Notification (hand delivered)$45.00 - Reconnection $50.00 - Reconnection (if test performed with technician present)$150.00 - Initial Filing Fee (New applicants for addition to the list of approved backflow prevention device testers)$25.00 - Renewal Filing Fee (to remain on list of approved backflow prevention device testers)Annually $10.00 25 25.03 A. Set-up Fees for Accounts $15.00 25 25.03 B. Monthly MWD & CWA Fixed System Charges (1)3/4"$17.19 1"$28.65 1-1/2"$57.27 2"$91.62 3"$200.43 4"$360.77 6"$801.71 8"$1,374.34 10"$2,176.04 Otay Water District Appendix A Charges (1) Water billed beginning January 1, 2024, which may include water used December 2023. Exhibit 2 Section #Code #Fee Description Meter Size Charges 25 25.03 C.1. Domestic Residential Monthly Fixed System Charges (1)3/4" $19.24 1" $23.92 1-1/2" $35.91 2" $50.07 25 25.03 C.2. Multi-Residential Monthly Fixed System Charges (1)3/4" $17.75 1" $21.44 1-1/2" $30.93 2" $42.13 3" $88.98 4" $149.93 6" $294.21 8" $454.24 10" $696.54 25 25.03 C.3. Business and Commercial Monthly Fixed System Charges (1)3/4" $19.40 1" $24.19 1-1/2" $36.43 2" $50.90 3" $108.17 4" $184.48 6" $370.98 8" $585.87 10" $904.94 25 25.03 C.4. 3/4" $17.17 1" $20.48 1-1/2" $29.02 2" $39.06 3" $82.25 4" $137.83 6" $267.29 8" $408.14 10"$623.52 25 25.03 C.5. 3/4" $18.06 1" $21.97 1-1/2" $32.00 2" $43.84 3" $92.70 4" $156.63 6" $309.09 8" $479.79 10"$736.97 Publicly Owned Monthly Fixed System Charges (1) Non-Public Irrigation and Commercial Agriculture Monthly Fixed System Charges (1) (1) Water billed beginning January 1, 2024, which may include water used December 2023. Section #Code #Fee Description Meter Size Charges 25 25.03 C.6. 3/4" $17.17 1" $20.48 1-1/2" $29.02 2" $39.06 3" $82.25 4" $137.83 25 25.03 C.7. 3/4" $17.65 1" $21.27 1-1/2" $30.60 2" $41.61 3" $87.83 4" $147.87 6" $289.63 8" $446.42 10"$684.13 25 25.03 C.8. 3/4" $38.39 1" $51.98 1-1/2" $86.46 2" $127.46 3" $279.35 4" $487.54 6" $1,014.90 8" $1,567.04 10" $2,567.06 25 25.03 D.1.(b) Domestic Residential Water Rates (1)Unit Charge 0-9 $5.60 10-12 $6.08 13 or more $6.76 25 25.03 D.2.(b) Multi-Residential Water Rates - Per Dwelling Unit (1)0-9 $5.56 10-12 $6.01 13 or more $6.23 Public Irrigation Monthly Fixed System Charges (1) Construction Monthly Fixed System Charges (1) (1) Water billed beginning January 1, 2024, which may include water used December 2023. Recycled Monthly Fixed System Charges (1) Section #Code #Fee Description Meter Size Charges 25 25.03 D.3.(b) Business and Commercial Water Rates (1)All Units $5.88 25 25.03 D.4.(c) Non-Public Irrigation and Commercial Agriculture Using Potable Water Rates (1)All Units $6.77 25 25.03 D.5.(b) Publicly-Owned Water Rates (1)All Units $6.47 25 25.03 D.6.(b) Public Irrigation Water Rates (1)All Units $7.39 25 25.03 D.7.(b) Construction Water Rates (1)All Units $6.73 25 25.03 D.8.(c)Recycled Non-Public Irrigation Water Rates (1)All Units $5.71 25 25.03 D.9.(c)Recycled Commercial Water Rates (1)All Units $5.24 25 25.03 D.10.(c)Recycled Public Irrigation Water Rates (1)All Units $5.82 25 25.03 D.11.(b) Potable Interim Business and Commercial Water Rates (1)All Units $11.76 25 25.03 D.12.(b) Potable Interim Non-Public Irrigation and Commercial Agriculture Water Rates (1)All Units $13.54 (1) Water billed beginning January 1, 2024, which may include water used December 2023. Section #Code #Fee Description Meter Size Charges 25 25.03 D.13.(b) Tank Trucks Water Rates (1)All Units $6.73 25 25.03 D.14.(c) Application Fee for Water Service Outside District Boundaries $500.00 25 25.03 D.14.(d) Water Rate for Service Outside District Boundaries (1)All Units $12.94 25 25.03 D.15.(b) Application Fee for Water Service Outside an Improvement District $275.00 25 25.03 D.15.(c) Water Rate for Service Outside Improvement District (1)All Units $12.94 25 25.03 D.16.(c) Fire Service Monthly Charge 3/4"$2.77 1"$2.85 1-1/2"$3.13 2"$3.59 3"$5.31 4"$8.25 6"$18.83 8"$37.08 10"$64.51 25 25.03 E.1.Energy Charges for Pumping Potable Water (1) Per 100 ft of lift over 450 ft per unit $0.075 25 25.03 E.2. Energy Charges for Pumping Recycled Water (1) Per 100 ft of lift over 450 ft per unit $0.089 25 25.04 A.Deposits for Non-Property Owners 3/4"$100.00 1" $200.00 1-1/2" $250.00 2" $400.00 3"$1,000.00 4" $1,350.00 6" $3,300.00 8"$7,000.00 10" $10,000.00 (1) Water billed beginning January 1, 2024, which may include water used December 2023. Section #Code #Fee Description Meter Size Charges 28 28.01 B.1. Capacity Fees and Zone Charge Districtwide Capacity Fee - All IDs excluding Triad 3/4" $12,937.69 1" $32,344.23 1-1/2" $64,688.45 2" $103,501.52 3" $207,003.04 4" $323,442.25 6" $646,884.50 8" $1,035,015.20 10" $1,487,834.35 - TRIAD 3/4" $9,703.27 1" $24,258.18 1 -1/2" $48,516.35 2" $77,626.16 3" $155,252.32 4" $242,581.75 6" $485,163.50 8" $776,261.60 10" $1,115,876.05 28 28.02 Installation and Water Meter Charges Meter Size Meter Cost Installation Total Meter Box/Vault (if Needed) - Potable (Non-Irrigation)3/4" x 7.5"$275.63 $130.80 $406.43 $111.05 3/4" x 9"$293.47 $130.80 $424.27 $111.05 1"$355.69 $130.80 $486.49 $111.05 1.5"$578.13 $130.80 $708.93 $251.74 2"$828.40 $130.80 $959.20 $251.74 3"$2,581.62 $787.54 $3,369.16 $4,490.59 4"$4,483.85 $787.54 $5,271.39 $4,490.59 6"$7,744.83 $1,243.98 $8,988.81 $4,490.59 8"$9,676.59 $1,907.52 $11,584.11 $6,442.08 10"$13,916.75 $1,907.52 $15,824.27 $6,442.08 Section #Code #Fee Description Meter Size Charges 28 28.02 Meter Cost Installation Total Meter Box/Vault (if Needed) - Potable/Recycled Irrigation 3/4" x 7.5"$275.63 $130.80 $406.43 $283.00 3/4" x 9"$293.47 $130.80 $424.27 $283.00 1"$355.69 $130.80 $486.49 $283.00 1.5"$578.13 $130.80 $708.93 $283.00 2"$828.40 $130.80 $959.20 $283.00 3"$1,786.74 $787.54 $2,574.28 $4,490.59 4"$3,478.50 $787.54 $4,266.04 $4,490.59 6"$6,262.44 $1,243.98 $7,506.42 $4,490.59 8"$8,342.69 $1,907.52 $10,250.21 $6,442.08 10"$11,838.91 $1,907.52 $13,746.43 $6,442.08 - Combined Fire and Domestic 4"$10,667.48 $787.54 $11,455.02 $4,490.59 6"$14,197.49 $1,243.98 $15,441.47 $4,490.59 8"$20,642.12 $1,907.52 $22,549.64 $6,442.08 10"$28,169.69 $1,907.52 $30,077.21 $6,442.08 31 31.03 A.1.Requirement of Deposit for Temporary Meters 3/4"$156.85 1"$184.78 1-1/2"$379.62 2"$2,046.00 4"$1,986.00 6"$2,465.00 - Construction Trailer Temporary Meter 2" $2,046.00 - Tank Truck Temporary Meter (Ordinance No. 372)2" $850.00 31 31.03 A.4.Temporary Meter Install & Removal 3/4" - 4" (on hydrant)$150.00 4" - 6"$806.00 8" - 10"Actual Cost 31 31.03 A.5. Temporary Meter Move Fee (includes backflow certification)3/4" - 4" (on hydrant) $150.00 4" - 6" $806.00 8" - 10"Actual Cost 33 33.07 A.Customer Request for Meter Test (Deposit)5/8", 3/4" & 1"$60.00 1-1/2" & 2 " $120.00 3" & Larger $300.00 Installation and Water Meter Charges (continued) Section #Code #Fee Description Meter Size Charges 34 34.01 D.2. Returned Check Charges $25.00 34 34.02 C Meter Lock Charge $50.00 53 53.03 A.1.Sewer Capacity Fee within an ID $7,006.35 53 53.03 A.2.Sewer Capacity Fee per EDU outside an ID $9,691.47 53 53.03 B.1.Sewer Connection Fee - Russell Square $7,500.00 53 53.03 B.2.Monthly Sewer Service Charge - Russell Square $200.00 53 53.10 & 11 Set-up Fees for Accounts $15.00 53 53.10 Residential Sewer Rates (2) Rate multiplied by 3-year winter average units $3.40 53 53.10 Residential Monthly Fixed Sewer System Charges (2)5/8", 3/4" & larger $18.99 53 53.10 A.4.Residential Sewer Without Consumption History 5/8", 3/4" & larger $49.35 53 53.10 B.2.Multi-Residential Sewer Rates (2) Rate multiplied by 3-year winter average units $3.40 53 53.10 B.2. Multi-Residential Monthly Fixed Sewer System Charges (2).75" $18.99 1"$47.45 1.5"$94.88 2"$151.80 3"$284.65 4"$474.41 6"$948.82 8" $1,518.13 10"$2,182.31 (2) Sewer billed beginning January 1, 2024. Section #Code #Fee Description Meter Size Charges 53 53.10 B.3. Monthly Multi-Residential Sewer Rates without Consumption History (2) Per dwelling unit $23.23 53 53.11 Commercial and Industrial Sewer Rates Rate multiplied by Low Strength $3.40 annual avg.Medium Strength $3.87 units High Strength $5.45 53 53.11 Commercial and Industrial Monthly Fixed Sewer System Charges (2).75" $18.99 1"$47.45 1.5"$94.88 2"$151.80 3"$284.65 4"$474.41 6"$948.82 8" $1,518.13 10"$2,182.31 60 60.03 Issuance of Availability Letters for Water and/or Sewer Service $75.00 72 72.04 A.1. Locking or Removing Damaged or Tampered Meters - To Pull and Reset Meter 3/4" - 2" $200.00 - Broken Curbstop or Tabs 3/4" - 1" Actual Cost - If Customer uses Jumper 3/4" - 1" Actual Cost - Broken Lock/Locking Device 3/4" - 1" $68.00 - Broken Curbstop or Tabs 1.5" - 2" Actual Cost - To Pull and Reset Meter 3" Actual Cost - To Pull and Reset Meter 4" Actual Cost - To Pull and Reset Meter 6" Actual Cost - To Pull and Reset Meter 8" Actual Cost - To Pull and Reset Meter 10" Actual Cost 72 72.05 D. Type I Fine - First Violation $100.00 - Second Violations $200.00 - Third or each additional violation of that same ordinance or requirement within a twelve-month period $500.00 (2) Sewer billed beginning January 1, 2024. Section #Code #Fee Description Meter Size Charges 72 72.05 D. Type II Fine $5,000.00 Type III Fine $500.00 Type IV Fine $500.00 State Water Code #71630 & Annual Board Resolution #4142 Water Availability/Standby Annual Special Assessment Charge $10.00 $30.00 $3.00 $3.00 State Water Code #71630 & Annual Board Resolution #4142 Sewer Availability/Standby Annual Special Assessment Charge $10.00 $30.00 Annual Board Resolution General Obligation Bond Annual Tax Assessment $0.005 Policies 5B Copies of Identifiable Public Records $0.20/page 54 Late Payment Charge 5% of Delinquent Balance 54 Lien Processing Fee $50.00 54 Delinquent Tax Roll Fee $40.00 54 Delinquency Tag $25.00 Per acre in I.D. 22 Less than one acre I.D. 18 Less than one-acre all I.D.s & Outside an I.D. Will not exceed per each day the violation is identified or continues. The cost for all other copy sizes is the direct cost of duplication. Per acre I.D. 18 8 1/2" x 11" Per $1000 of assessed value for I.D. 27 Fine up to amount specified per each day the violation is identified or continues. Less than one-acre Outside I.D. and greater than one mile from District facilities. Per acre for outside I.D. & greater than one mile from District facilities. Fine up to amount specified per each day the violation is identified or continues. FY 2024 Budget Presentation June 7, 2023 1 Attachment D Agenda Introduction and Objectives Kevin Koeppen Challenges and Board Approach Jose Martinez Budget Highlights Joe Beachem Balanced Operating Budget Kevin Koeppen Staffing Highlights Adolfo Segura Materials and Maintenance Andrew Jackson Administrative Costs Kevin Koeppen Conclusion Kevin Koeppen 2 Objectives Request adoption of Resolution No. 4433 to approve the FY 2023 -2024 Operating Budget of $127.9 million and Capital Budget of $15.3 million, including a 6.6% rate increase for water and a 4.8% rate increase for sewer Request approval of annual fund transfers for potable, recycled, and sewer Request adoption of the Salary Schedule pursuant to CA Code of Regulations 570.5 (CalPERS enforced) Request approval of the advance funding of the District’s unfunded OPEB liability Request approval of the water and sewer rate changes and adopt Ordinance No. 589 to amend the Code of Ordinances, including Appendix A, with the proposed 6.6% water and 4.8% sewer rate increase on all billings that begin January 1, 2024 Request approval for staff to draft and mail water and sewer rate increase notices 3 Challenges and Board Approach Jose Martinez 4 Challenges Affordability Proposition 218 Real Estate Increase in Six-Year CIP San Diego County Water Authority Rates Inflation Regulatory Creep and Unfunded Mandates Workforce Turnover Drought/Making Conservation a Way of Life 5 Board’s Proactive Approach to Financial and Operational Stability Financial strength through establishing debt coverage targets and Reserve Policy Invested in staffing, software, equipment, and other infrastructure to achieve efficient operations Investment in emergency preparation from policies to equipment Efficient use of equipment and vehicles Converted variable bonds to fixed Limited exposure to CalPERS changes in future discount rates by making advanced payments 6 Budget Highlights Joe Beachem 7 Potable and Recycled Budget Highlights 6.6% rate increase in FY 2024 Debt issuances projected in 2025 and 2027 $136.6 million CIP over six years Maintain reserves at or above target levels over six years “With growth” debt coverage budgeted to remain above covenant levels over six years “No growth” debt coverage budgeted to remain at or above target over six years 8 Water Inter-Fund Transfers Potable Designated General Fund to Designated Replacement Fund $2,923,300 Designated General Fund to Designated General Obligations Bond Reserve 244,000 Total Potable Inter-Fund Transfers $3,167,300 9 Recycled Designated General Fund to Designated Replacement Fund $2,017,700 Designated Expansion Fund to Designated Betterment Fund 22,000 Total Recycled Inter-Fund Transfers $2,039,700 Annual Funding of Reserves and Debt Service Water Sewer Total Expansion Reserve $4,250,000 $70,000 $4,320,000 Betterment Reserve 2,416,000 146,000 2,562,000 Replacement Reserve 8,077,000 697,800 8,774,800 Total Reserve Funding $14,743,000 $913,800 $15,656,800 10 Operating Budget Highlights: Items Putting Upward Pressure on Reserves Pending Litigation and Real Estate Six-Year CIP increase of $39.6 million Proposed 3.9% City of San Diego recycled rate increase and 90 AF contractual volume increase ▪10.2% CWA variable rate increase impact of $4.7 million ▪4.1% CWA and MWD fixed fee increase impact of $570 thousand Proposed 8.1% melded CWA and MWD rate increases: ▪9.3% overall inflation rate for the administrative and materials budget ▪8.8% estimated overall inflation for CIP projects ▪14.0% increase in SDG&E costs Inflation 11 FY 2024 Administrative and Materials Budget Increase Breakdown Increase Driver/Category Amount % of Total Increase Inflationary increases $ 1,176,000 42% Regulatory creep 848,000 31% Strategic plan initiatives 435,000 16% Insurance premium increases 129,000 5% Miscellaneous increases 170,000 6% Total increases before savings 2,758,000 100% All other savings/budget decreases (1,192,000) Total FY 2024 overall budget increase $ 1,566,000 12 Supplier Dependency 95 % 75 % 10 0 % 10 0 % 10 0 % 74 % 87 % 10 0 % 10 0 % 10 0 % 82 % 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Percentage of Otay Rate Increase Related to Supplier Rate Increases (CWA/MWD, SDG&E) *No R a t e I n c r e a s e On average, 92% of the District’s historical rate increases are due to supplier cost increases. *While no rate increase was budgeted for FY 2019, water supply costs increased by $1.7 million due to supplier rate increases . 13 Scenario 2023 2024 2025 2026 2027 2028 2029 Total FY 2024 Rate Increases 4.1%6.6%6.6%6.6%5.2%5.2%5.2%N/A Debt Financing $0.0 $0.0 $25.0 $0.0 $30.5 $0.0 $0.0 $55.5 FY 2023 Rate Increases 4.1%4.8%4.8%4.8%4.8%4.8%N/A N/A Debt Financing $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 N/A $0.0 14 Water Financing Plan Water Annual Debt Service ($’s in millions) 15 $9.5 $8.7 $10.0 $11.5 $8.7 $7.7 $6 $7 $8 $9 $10 $11 $12 2024 2025 2026 2027 2028 2029 FY 2024 Projected Debt Service Existing Debt Service Linear (Current Debt Service) “With Growth” Debt Coverage Ratios (Water) 16 354% 271%286%292% 125% 0% 50% 100% 150% 200% 250% 300% 350% 400% 2022 2023 2024 2025 2026 2027 2028 2029 2024 Budget Debt Coverage Ratio Covenant “No Growth” Debt Coverage Ratios (Water) 17 262% 212% 192% 239% 150% 0% 50% 100% 150% 200% 250% 300% 2022 2023 2024 2025 2026 2027 2028 2029 2024 Budget Debt Coverage Ratio Target Sewer Budget Highlights 4.8% rate increase in 2024 Reserves on target in all years $11.4 million CIP over six years Debt coverage budgeted to remain above target in all six years Sewer will seek $3.7 million in debt issuances over the next six years Short-term budget relief due to delayed San Diego Pure Water project Average residential monthly bills will increase $0.54 beginning January 1, 2024 18 Sewer Inter-Fund Transfers Sewer Designated General Fund to Designated Replacement Fund $994,200 Total Sewer Inter-Fund Transfers $994,200 19 Scenario 2023 2024 2025 2026 2027 2028 2029 Total FY 2024 Rate Increases 4.5%4.8%4.8%4.8%4.8%4.8%4.8%N/A Debt Financing $0.0 $0.0 $0.0 $0.0 $3.7 $0.0 $0.0 $3.7 FY 2023 Rate Increases 4.5%4.5%4.5%4.5%4.5%4.5%N/A N/A Debt Financing $0.0 $0.0 $1.5 $0.0 $1.1 $0.0 N/A $2.6 20 Sewer Financing Plan Debt Coverage Ratios (Sewer) 21 548% 582% 359% 711% 150% 100% 200% 300% 400% 500% 600% 700% 800% 900% 2023 2024 2025 2026 2027 2028 2029 Debt Coverage Target FY 2024 Projection FY 2023 Projection PERS and OPEB Funding: $6 million estimated savings over a 12-year advance funding period, beginning in 2021 ▪Projection –85% funded as of June 30, 2022 PERS –95.5% funded as of June 30, 2021 ▪Funding Strategy:Redirect approximately $1.3 million advance funding from CalPERS to CERBT in order to return the OPEB to 100% funding level OPEB –85%funded as of June 30, 2022 22 Preliminary Water Rate Comparison 23 $- $15 $30 $45 $60 $75 $90 $105 $120 $135 $150 $1 4 0 . 1 2 $1 2 7 . 3 4 $1 2 5 . 9 4 $1 2 5 . 8 7 * $1 2 5 . 5 3 * $1 2 2 . 8 5 * $1 1 0 . 9 4 * $1 0 4 . 6 3 * $1 0 3 . 4 5 $9 9 . 9 0 $9 9 . 4 4 $9 9 . 1 7 $9 6 . 5 0 $9 5 . 6 4 ** $9 3 . 3 5 $9 0 . 2 2 * $8 8 . 0 2 * $8 4 . 4 7 * $7 9 . 1 5 $7 8 . 8 4 $7 5 . 4 2 * $6 6 . 7 3 * Water Bill Effective January 2024 Based on 10 units water use and 3/4" residential meter size *At the time of the survey in May 2023, the member agency's 2024 rate was unavailable. An estimated increase was applied equal to the other agencies' average 2024 known rate increases. **Proposed rates for 2024. Ot a y W a t e r D i s t r i c t DISCLAIMER Other agency bill amounts are based on projections prepared by the Otay Water District (District) for its purposes and may no t be reflective of agencies actual 2024 rates and charges.As of May 2023, when the District prepared the water rate graphics, 11 of 22 water agencies’ FY 2024 rates were unavailable. District staff applied an estimated increase ba sed on other known agencies’ rate increases. The assumptions contained within the survey are representative of Otay's unique circumstances, including units of water and customer base, which may differ from other agenci es unique circumstances. The surveys factor in that the District’s average water customer uses 10 units of water and a ¾” residential meter size.The survey results may differ if prepared using another agency’s unique circumstances; t herefore, it should not be used for other evaluation purposes. Several items can make it difficult to compare rates including but not limited to how agencies fund their replacement and exp ansion costs, if agencies receive property taxes or standby fees that allow them to lower their revenue requirements, how agencies recover or spread their pumping costs, purchased water costs, sewage treatment costs, debt service on facilities, reserve funds, geographical location, timing of last rate adjustment, budget documents being in different formats, and required information not always available. Preliminary Sewer Rate Comparison 24 $- $20 $40 $60 $80 $100 $120 $140 $160 $1 4 5 . 9 4 $1 2 6 . 6 7 $8 8 . 8 6 $8 6 . 6 4 * $8 5 . 2 5 * $8 2 . 7 3 * $8 2 . 5 2 * $8 0 . 2 9 $7 1 . 8 2 * $6 9 . 6 5 $6 5 . 3 6 $6 4 . 7 5 * $6 2 . 7 8 $6 1 . 9 0 * $6 1 . 0 5 * $6 0 . 7 7 $5 9 . 6 5 * $5 7 . 9 6 * $5 7 . 7 7 * $5 6 . 2 4 $5 3 . 6 9 * $5 1 . 7 4 $5 1 . 6 5 * $5 1 . 1 4 * $4 9 . 3 5 ** $4 5 . 5 6 $4 0 . 9 0 * $3 6 . 3 5 * Sewer Bill Effective January 2024 Based on 10.5 units of water and 3/4" residential meter size * At the time of the survey in May 2023, the member agency's 2024 rate was unavailable. An estimated increase was applied equ al to the other agencies' average 2024 known rate increases. Actual monthly bills may vary. ** Proposed rates for 2024. Water consumption based sewer rate Flat sewer rate Otay Water District DISCLAIMER Other agency bill amounts are based on projections prepared by the Otay Water District (District) for its purposes and may no t be reflective of agencies actual 2024 rates and charges.As of May 2023, when the District prepared the sewer rate graphics, 16 of 28 sewer agencies’ FY 2024 rates were unavailable. District staff applied an estimated increase ba sed on other known agencies’ rate increases. The assumptions contained within the survey are representative of Otay's unique circumstances, including units of water and customer base, which may differ from other agencies unique circu mstances. The surveys factor in that the District’s average water customer uses 10.5 units of water and a ¾” residential meter size.The survey results may differ if prepared using another agency’s unique circumstances; therefore, it should not be used for other evaluation purposes. Several items can make it difficult to compare rates including but not limited to how agencies fund their replacement and expansion costs, if agencies receive property taxes or standby fees that allow them to lower their revenue requirements, sewage treatment costs, debt service on facilities, reserve funds, geographical location, timing of last rate adjustment, budget documents being in different formats, and required information not always available. Balanced Operating Budget Kevin Koeppen 25 Potable Sales Revenues Potable revenues increase of $6.6 million or 7.0% FY 2022 FY 2023 FY 2024 Budget to Budget Variance Actual Budget Budget $% Water Sales $57,900,777 $ 61,958,000 $70,298,000 $8,340,000 13.5% System Charges 17,439,502 15,168,000 13,011,000 (2,157,000)(14.2%) Energy Charges 2,692,451 2,721,000 2,916,000 195,000 7.2% MWD and CWA Fixed Charges 13,548,475 13,547,000 13,746,000 199,000 1.5% Penalties 870,806 914,000 978,000 64,000 7.0% Total Water Sales $92,452,011 $ 94,308,000 $100,949,000 $6,641,000 7.0% 26 Proposed Potable Rate Impact Residential Bill Comparison Average Monthly Usage (hcf) # of Customers Average Usage (hcf) Average Current Bill Average Proposed Bill $ Increase (Decrease) % Increase (Decrease) 0 -5 Units 10,776 4 $ 54.53 $57.84 $3.30 6.1% 6 -10 Units 18,263 8 78.05 82.92 4.87 6.2% 11 -15 Units 10,068 13 107.35 114.18 6.83 6.4% 16 -20 Units 4,112 18 140.14 149.14 9.00 6.4% >21 Units 3,476 30 223.86 238.42 14.56 6.5% Total 46,695 10 $89.92 $95.64 $5.72 6.4% 27 FY 2022 FY 2023 FY 2024 Budget to Budget Variance Actual Budget Budget $% Water Sales $8,247,269 $8,113,000 $8,700,000 $587,000 7.2% System Charges 929,628 911,000 936,000 25,000 2.7% Energy Charges 425,488 490,000 556,000 66,000 13.5% MWD Rebates 408,030 668,000 674,000 6,000 0.9% Penalties 31,933 35,000 40,000 5,000 14.3% Total Recycled Water Sales $ 10,042,348 $ 10,217,000 $10,906,000 $689,000 6.7% 28 Recycled Sales Revenues Recycled revenues increase of $689 thousand or 6.7% Potable Recycled Total Changes in Supply Costs Due to: Increases in Volume $0.1 $0.1 $0.2 Increases in Supplier Variable Fees 4.7 0.2 4.9 Increases in Supplier Fixed Fees 0.6 0.0 0.6 Total Water Cost Increase $5.4 $0.3 $5.7 29 Water Supply Costs ($’s in millions) 2024 vs. 2023 annualized impact of $5.7 million or 8.7% FY 2022 FY 2023 FY 2024 Budget to Budget Variance Actual Budget Budget $% Sewer Charges $3,057,053 $3,262,000 $3,444,000 $182,000 5.6% Penalties 27,991 22,000 24,000 2,000 9.1% Total $3,085,044 $3,284,000 $3,468,000 $ 184,000 5.6% 30 Sewer Revenues Sewer revenues increase of $184 thousand or 5.6% Residential Bill Comparison Winter Average Range (HCF) # of Customers 2023 Winter Average (HCF) 2024 Winter Average (HCF) % Winter Average Inc/(Dec) 2023 Monthly Charge 2024 Monthly Charge $ Inc/(Dec) % Inc/(Dec) 0 -10 2,640 6.8 6.1 (9.8%)$36.94 $36.73 $ (0.21)(0.6%) 11 -20 1,553 14.5 13.8 (4.8%)58.08 58.78 0.70 1.2% 21 and up 420 25.7 25.7 0.0% 89.21 93.40 4.18 4.7% Total 4,613 11.1 10.5 (5.4%)$ 48.81 $ 49.35 $ 0.54 1.1% 31 Proposed Sewer Rate Impact Other Revenues Property tax collections are expected to increase $933 thousand or 17.6% due to the rise in assessed property values. Non-operating revenues are expected to increase $248 thousand or 9.8%primarily due to increases in cell site lease rates and grant funding. Interest income is expected to increase $597 thousand or 121% based on investment performance and rising interest rates. 32 Staffing Highlights Adolfo Segura 33 Staffing Process & Results ▪Process ▪The Senior Management Team and Department Managers collaborate annually to determine long-term service and personnel needs.This includes analyzing workload requirements,evaluating new process efficiencies and technologies,and strategic planning. ▪As of FY 2023 to date,161 new meters have been installed,along with approximately 30,964 feet of mix-use pipeline,and 213 new service accounts for a total of 53,561. ▪With continued infrastructure and service growth,and long-term strategic objectives focused on asset management,staff is requesting one additional FTE. ▪Results ▪Increase of FTEs from 143 to 144 (addition of one Asset Management Specialist) 34 FTE Per Year Fiscal Year 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 14 0 14 3 14 4 120 130 140 150 160 170 180 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Reduction of 30.75 FTE or 17.6% 35 Cumulative Savings Due to Staffing Efficiencies Fiscal Year $358 $844 $1,166 $1,863 $2,341 $3,396 $4,214 $4,799 $5,156 $5,917 $6,258 $5,998 $6,081 $6,150 $6,243 $5,938 $5,913 $- $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 $7,000 FY 08 FY 09 FY 10 FY 11 FY 12 FY 13 FY 14 FY 15 FY 16 FY 17 FY 18 FY 19 FY 20 FY 21 FY 22 FY 23 FY 24 Th o u s a n d s Cumulative Net Savings = $72,631,000 (including all outside labor services) 36 Customers Per FTE Fiscal Year 301 306 314 321 336 344 366 380 389 396 406 412 409 409 407 406 399 398 250 270 290 310 330 350 370 390 410 430 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 32.1% Increase 37 ▪$658,000 or 3.0% -Negotiated COLA increases per MOU ▪$371,000 or 17.8% -OPEB funding ▪$306,000 or 9.0% -Medical insurance ▪$80,000 or 0.4% -Addition of 1 permanent FTE and 1 temporary FTE just for FY 2024, offset by the removal of 0.5 FTE ▪$55,000 or 23.2% -Overtime ▪$50,000 or 1.7% -Change in non-operating labor, benefits, and overhead Due to increases in the following: ▪($223,000) or (75%) -Overlap due to retirements (4 months in FY 2024 vs 16 months in FY 2023) ▪($80,000) or (25.9%) -Workers’ Compensation ▪($60,000) or (25%) -Change in vacancy factor ▪($26,000) or (1.9%) -Pension UAL Offset by decreases in the following: Operating Labor Costs Overall increase of $1,131,000 or 4.6% 38 Materials and Maintenance Andrew Jackson 39 Materials & Maintenance Costs District’s overall increase of $692,000 or 16.8% ▪$341,000 or 72.9% -Chemicals ▪$180,000 or 28.7% -Infrastructure Equipment and Supplies ▪$63,000 or 20.5% -Other Materials and Supplies ▪$50,000 or 5.5% -Metro and County Operating and Maintenance (O&M) costs ▪$45,000 or 28.6% -Meters and Materials ▪$42,000 or 62.3% -Safety Equipment Increases in the following categories: ▪($28,000) or (2.9%) -Contracted Services Decrease in the following category: 40 0 1 2 3 4 5 6 7 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023* Wa t e r L o s s P e r c e n t a g e Historical Water Loss Fiscal Year $1.2 Million Average Annual Savings 42% Decrease * Trailing 12-month water loss percentage through March 31, 2023.41 Administrative Costs Kevin Koeppen 42 Administrative Costs District's overall increase of $885,000 or 11.0% ▪$297,000 or 10.9% -Services ▪$250,000 or 17.4% -IT Hardware, Software and Communication ▪$161,000 or 8.0% -Insurance and Legal ▪$82,000 or 39.2% -Training ▪$73,000 or 40.3% -Travel and Conferences ▪$47,000 or 36.7% -Field Equipment ▪$37,000 or 13.7% -Office Expenses Increases in the following categories: ▪($50,000) or (41.0%) -Bad Debt ▪($30,000) or (2.6%) -Bank Fees Decreases in the following categories: 43 Potable Recycled Sewer Total Revenues Water Sales $ 100,949,000 $ 10,906,000 $ -$ 111,855,000 Sewer Revenues --3,468,000 3,468,000 Other Revenues 12,343,600 169,000 112,000 12,624,600 Total Revenues 113,292,600 11,075,000 3,580,000 127,947,600 Expenditures Water Purchases 62,580,000 5,798,000 -68,378,000 Power 3,487,000 616,000 182,000 4,285,000 Labor and Benefits 23,228,500 1,547,200 1,084,900 25,860,600 Administrative Expenses 8,151,900 547,000 243,400 8,942,300 Materials and Maintenance 3,117,500 551,500 1,155,900 4,824,900 Reserve Funding 12,727,700 2,015,300 913,800 15,656,800 Total Expenditures $ 113,292,600 $ 11,075,000 $ 3,580,000 $ 127,947,600 44 Budget Summary Balanced budget to meet the needs of our water and sewer customers while supporting the Strategic Plan. Conclusion –Requesting that the Board: Adopt Resolution No. 4433 to approve the FY 2023-2024 Operating Budget of $127.9 million and Capital Budget of $15.3 million, including a 6.6% rate increase for water and a 4.8% rate increase for sewer Approve annual fund transfers for potable, recycled, and sewer Adopt the Salary Schedule pursuant to CA Code of Regulations 570.5 (CalPERS enforced) Approve the advance funding of the District’s unfunded OPEB liability Approve the water and sewer rate changes and adopt Ordinance No. 589 to amend the Code of Ordinances, including Appendix A, with the proposed 6.6% water and 4.8% sewer rate increase on all billings that begin January 1, 2024 Direct staff to draft and mail water and sewer rate increase notices 45 Questions 46