San Diego County Water Authority - WaterSmart 6 Our Region's Trusted Water Leader
San Diego County Water Authority
June 27, 2019
Mike Obermiller
MEMBER AGENCIES Director of Public Works
edema City of Poway
Mmapol Wafer Marie/
PO Box 789
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GMdE Poway, CA 92074
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City ire Ououide Dear Mr. Obermiller:
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Cqd Sen Di.Ro This Letter Agreement (Agreement) between the San Diego County Water Authority
, u'�D„sd (Water Authority) and City of Poway (Agency), is entered into for performance of the
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QMnmm The Parties shall abide by the terms of this Agreement and perform the obligations
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contained in Attachments A through F inclusive which are hereby incorporated and
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to accomplish the project goals.
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R A. The effective date of this Agreement is July 1, 2019 and shall continue in force
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B. The Parties will mutually indemnify, hold harmless and defend at its own
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Saab Rry trrypeon()ski expense, including attorneys' fees, from and against all claims, costs, penalties, causes
Valente Wow Diana of action, demands, losses, and liability of any nature whatsoever, including but not
M�Osye. limited to liability for bodily injury, sickness, disease or death, property damage
Y•o kagotian Dma (including loss of use) or violation of law, caused by or arising out of or related to any
Mw 'a negligent act, error or omission of that party, its officers or employees, or any other
OTHER agent acting pursuant to its control and performing under this Agreement. No
REPRESENTATIVE indemnitor shall be liable for an indemnitee's sole negligence or willful misconduct.
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C. This Agreement, including all Attachments, constitutes the entire agreement
between the Parties. No waiver, change, or modification to this Agreement is valid or
binding unless agreed to in writing and signed by both Parties.
D. Each Party warrants that it has the right to enter into this Agreement.
4677 Overland Avenue,San Diego,California 92123-1233•(858)522-6600•FAX(858)522-6568•www.sdcwa.org
E. Funding for this program is contingent upon the Water Authority providing those funds
in the applicable fiscal year. If funding for any fiscal year is reduced or terminated by the Water
Authority, this Agreement will be terminated or amended, as applicable, to reflect the reduced
contribution by the Water Authority. No liability based on this Agreement, shall attach to either
party if the Water Authority terminates or reduces the funding.
F. If either Party is unable to fulfill the terms of this Agreement, and if, after reasonable
effort, a resolution between the parties cannot be reached, then either Party shall have the
right to terminate this Agreement upon giving 30 days written notice. In such a case, each party
will hold the other harmless for the termination of the Agreement, and neither Party will be
liable to the other for any unfulfilled obligations as described herein.
G. This Agreement shall not be assigned without the consent of the non-assigning Party
which shall not be unreasonably withheld.
H. This Agreement is governed by and shall be construed under the laws of the State of
California. Any disputes concerning this Agreement shall be brought in a state or federal court
in San Diego County.
If any paragraph or clause of this Agreement shall be held to be invalid or unenforceable
by any court of competent jurisdiction, the remainder of the Agreement shall remain in full
force and effect and the parties shall promptly negotiate a replacement provision or agree that
no replacement is necessary.
J. Any notice to either Party hereunder must be in writing signed by the Party giving it and
shall be deemed given when mailed postage prepaid by U.S. Postal Service first class, certified
or express mail, or other overnight mail service, or hand delivered, when addressed as follows:
San Diego County Water Authority
4677 Overland Avenue
San Diego, CA 92123
Attn: Joni German
City of Poway
PO Box 789
Poway, CA 92074
Attn: Mike Obermiller, Director of Public Works
2
Signatures:
Accepted and Agreed: I �, • 02�j mit
San Diego County Water Authority City of Poway
By . r `� — By Yk4d / -N
�: •ise Vedder Mike Obermiller
Director, Public Outreach and Conservation Director of Public Works
3
ATTACHMENT A
SCOPE OF WORK
Contractor/Agency shall perform the following tasks:
1.0 Field Services
A. Home Water Use Evaluation:
Home Water Use Evaluations (HWUEs) are available to residential
customers including multi-family up to four units on a common meter. Small
HWUEs are available to sites with 15,000 sf or less of irrigated landscape.
Large HWUEs are available to sites with more than 15,000 sf but less than
one acre of irrigated landscape. Residential customers shall receive the
following services as part of their HWUE:
1. Indoor Survey
Inspect indoor water use fixtures, document findings, and provide
recommendations to minimize water use. Work activities include:
a) Inspecting all toilets, tub diverters, shower heads, faucets and
water heaters for leaks (including outdoor spigots).
b) Checking flow rates (identifying water efficiency) of toilets,
faucets and showerheads, to ensure consistency with
WaterSense standards.
c) Inspecting dishwasher for Energy Star designation, toilets for
High Efficiency Toilets (HET) and clothes washers for High
Efficiency Washers (HEW). If designation is not easily
determined, mark "unknown."
d) Meter and Review
Explain to the customer how to read the meter, define the
billing unit used by the water agency in terms of gallons, explain
leak detector dial, and how to mark the meter and return to
read it after a period of time. In addition, if information is
available, verify correct read on meter and serial number.
e) Consumption Review
If water-use consumption data is available, provide a water-use
consumption projection, analyze customer's water use history,
and discuss patterns that may signal problems, such as a
growing leak, failure to change irrigation time for the winter,
etc.
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f) Additional Data
Contractor shall also:
(1) Submit a descriptive and graphic site report documenting
findings, photos of problem areas (if possible), water
savings recommendations, corresponding available
resources and incentives, and irrigation schedule for each
site.
(2) Document the amount of time spent at the site conducting
the survey.
(3) Document the following information via application, over
the phone, or at site: if residence is owner occupied or a
rental, age of home, reason for participating in the
Program, and how they heard about Program.
At the time of the HWUE, the indoor survey may be waived at the
request of the customer or if the Contractor determines that
conditions are such that an indoor survey is unsafe. In the event of
an indoor survey waiver, supplemental educational materials will be
provided in the normal reporting to the customer. Included in this
report will be a representative percentage of potential water savings
with related equipment and/or related appliance upgrades.
Member Agencies utilizing the Regional Program for HWUEs, may
Opt-in or Opt-out to waive the indoor survey. If the member agency
selects the Opt-in option, the indoor survey will not be completed,
allowing more time for the exterior including irrigation programing.
If the agency selects the Opt-out option, the auditor will be required
to conduct oudoor and indoor components. Doing so will limit the
amount of time spent, if any, on instructing the site representative
on programing their irrigation controller.
2. Outdoor Survey
Includes surveys with and without irrigation controllers.
a) Landscape Area Measurement
Measure irrigated landscape area for participating sites.
Acceptable measurement methods/tools include: online or
computer-based measurement tools, measuring wheel, or
planimeter. Generally, best practice is to utilize a plan or
computer-based measurement in combination with a listed
field-based method. Work activities include measurement of
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site, verification of irrigable boundaries, and on-site
verification.
b) Meter and Review
Explain to the customer how to read the meter, define the
billing unit used by the water agency, explain leak detector dial,
and how to mark the meter and return to read it after a period
of time. In addition, if information is available, verify correct
read on meter and serial number.
c) Consumption Review
If water-use consumption data is available, provide a water-use
consumption projection, analyze customer's water use history
and discuss patterns that may signal problems such as a
growing leak, failure to change irrigation time for the winter,
etc.
d) Landscape and Irrigation System Inspection
Conduct a thorough site and irrigation system inspection to
identify water savings opportunities. Work activities include:
(1) Identifying problems such as: meter, lateral, drip and
wiper seal leaks; broken heads; misaligned heads;
mismatched heads; high/low pressure; spray deflection;
sunken sprinklers; plugged equipment; arc misalignment;
underutilized or large turf area; dry spots; valve
malfunction; ponding; and lack of hydrozoning.
(2) Documenting percent estimate of the amount of turf and
other plant material.
(3) Inspecting all irrigation stations.
(4) Documenting irrigation pressure at one or more points.
(5) Documenting whether the controller is a standard
controller or Weather Based Irrigation Controller, and if
the controller has a rain shutoff device or soil moisture
sensor.
(6) Determining Application Rate (AR) by conducting a catch
can test on one or more stations. Distribution Uniformity
(DU) shall be illustrated to the customer either with a
visual explanation, calculation at the catch can site, or
other appropriate method.The catch can test may be
waived if site conditions are too poor to result in any
meaningful data, or no area of grass exists.
e) Irrigation Schedule Review
Review the site's existing irrigation schedule and make
6
recommendations to maximize the site's water savings. Work
activities include:
(1) Using AR, when available, to provide a custom watering
schedule for the tested station(s). Proposed schedules
shall be provided for all other stations based on
observation of irrigation type, microclimate/soil
information, general knowledge of plant material water
needs (e.g., high/moderate/low/very low—similar to
Water Use Classification of Landscape Species (WUCOLS
IV), and if applicable, local water use ordinances. An ETo-
based chart or landscape watering calculator may be used
to develop these additional schedules. If applicable,
provide potential run time adjustments if recommended
improvements to the irrigation system are made.
(2) Reviewing the recommended watering schedule with the
site representative.
(3) Documenting if the proposed schedules for each station
represent an increase, decrease or no change in water
use.
(4) If applicable and with the site representative's
permission, instruct representative on programing the
irrigation controller using the recommended watering
schedule. For greatest educational value, the site
representative should handle the controller.
f) Additional Data
(1) Submit a descriptive and graphic site report documenting
findings, photos of problem areas (if possible), water
savings recommendations, corresponding available
resources and incentives, and irrigation schedule for each
site. Provide report to customer.
(2) Document the amount of time spent at the site conducting
the survey.
(3) Document the following information via application, over
the phone, or at site: if residence is owner occupied or a
rental, age of home, reason for participating in the
Program, and how they heard about Program.
B. Large Landscape Survey:
Available to residential or commercial customers with a minimum of one
acre of irrigated landscape.
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1. Landscape Area Measurement
Measure irrigated landscape area for participating sites. Acceptable
measurement methods/tools include: online or computer-based
measurement tools, measuring wheel, or planimeter. Measurements
that employ an online method must be field verified with a slope
adjustment factor. Generally, best practice is to utilize a plan or
computer-based measurement in combination with a listed field-
based method. Work activities include measurement of site,
verification of irrigable boundaries, and on-site verification.
2. Water Budget
Develop a site water budget based on Assembly Bill 1881, Chapter
559, Statutes of 2006, Water Conservation (Laird),-. The water budget
shall graphically convey the amount of water used relative to water
units needed and potential estimated water savings. Mixed meter
sites will not include savings potential.
3. Landscape and Irrigation System Inspection
Conduct a thorough site and irrigation system inspection to identify
water savings opportunities. Work activities include:
a) Identifying problems such as: meter, lateral, drip and wiper
seal leaks; broken heads; misaligned heads; mismatched heads;
high/low pressure; spray deflection; sunken sprinklers; plugged
equipment; arc misalignment; underutilized or large turf area;
dry spots; valve malfunction; ponding; incorrect irrigation
schedule(s); high water use plant palette; and lack of
hydrozoning.
b) Recording percent estimate of the amount of turf and other
plant material.
c) Evaluating landscape water requirements based on general
plant material water needs (e.g., high/moderate/low/very low
—similar to WUCOLS IV).
d) Recording static pressure of irrigation at each backflow, if
possible, and dynamic pressure at catch can site.
e) Inspecting irrigation by running a representative sample of the
irrigation stations that reflect the variety of irrigation types,
typical layouts, and pressure zones on the site.
f) Performing DU tests utilizing catch cans. Catch can tests shall
be conducted to represent the variety of irrigation types,
microclimate types, and typical layouts on the site that pertain
to turf areas, with a minimum of one per backflow; DU and AR
shall be provided for each catch can test. The DU test may be
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waived if site conditions are too poor to result in any
meaningful data.
g) Documenting whether the controller is a standard controller or
Weather Based Irrigation Controller, and if the controller has a
rain shutoff device or soil moisture sensor.
4. Irrigation Schedule Review
a) Review the site's existing irrigation schedule and provide
recommendations to maximize the site's water savings. Work
activities include: reviewing the irrigation schedule for each
program with the site representative. The irrigation schedule
shall be based on the following factors: ETo zone; general plant
and application device categories (spray/grass, rotor/grass,
spray/shrub, etc.), soil type, and if applicable, local water use
ordinances. If applicable, provide potential run time
adjustments if recommended improvements to the irrigation
system are made.
b) For residential sites and with site representative's permission,
instructing representative on programming the irrigation
controller using the recommended watering schedule. For
greatest educational value, the site representative should
handle the controller.
S. GIS Map Feature (optional)
Create a GIS map for sites receiving a Large Landscape Survey and
include with report to representative. Map should identify the
location of major irrigation components, hydrozone type and problem
areas. Problem areas may be shown as numbers that correspond with
photos in the report.
6. Additional Data
a) Provide a graphic and descriptive site report to customer
including a summary of findings, photos of problem areas, water
budget, water savings recommendations, corresponding
available resources and incentives, and irrigation schedule for
each site.
b) Create a GIS map (optional) and include it in the report. Map
will identify the location of major irrigation components,
hydrozone type and problem areas. Problem areas may be
shown as numbers that correspond with photos in the report.
c) Document the amount of time spent at the site conducting
thesurvey. Note if Residential or Commercial.
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C. Irrigation Checkup: •
Available to residential or commercial customers with one acre or less of
irrigated landscape.
1. Landscape Area Measurement
Measure irrigated landscape area for participating sites. Acceptable
measurement methods/tools include: online or computer-based
measurement tools, measuring wheel, or planimeter. Generally, best
practice is to utilize a plan or computer-based measurement in
• combination with a listed field-based method. Work activities include
measurement of site, verification of irrigable boundaries, and on-site
verification. A water agency not interested in collecting water-budget
data may opt to employ pacing as a measurement method.
2. Landscape and Irrigation System Inspection
Conduct a thorough site and irrigation system inspection to identify
water savings opportunities. Work activities include:
a) Identifying problems such as: meter, lateral, drip and wiper
seal leaks; broken heads; misaligned heads; mismatched heads;
high/low pressure; spray deflection; sunken sprinklers; plugged
equipment; arc misalignment; underutilized or large turf area;
dry spots; valve malfunction; ponding; incorrect irrigation
schedule(s); high water use plant palette; and lack of
hydrozoning.
b) Recording percent estimate of the amount of turf and other
plant material.
c) Evaluating landscape water requirements based on general
plant material water needs (e.g. high/moderate/low/very low—
similar to WUCOLS IV).
d) Inspecting irrigation by running a representative sample of the
irrigation stations that reflect the variety of irrigation types,
typical layouts, and pressure zones on the site.
e) Recording irrigation pressure at one or more points.
f) Documenting whether the controller is a standard controller or
Weather Based Irrigation Controller, and if the controller has a
rain shutoff device or soil moisture sensor.
g) Determining Application Rate (AR) by conducting catch can test
on one or more stations. DU shall be illustrated to the
customer either with a visual explanation, calculation at the
catch can site, or other appropriate method. The DU test may
10
be waived if site conditions are too poor to result in any
meaningful data or there is no area of grass.
3. Irrigation Schedule Review
Review the site's existing irrigation schedule and provide
recommendations to maximize the site's water savings. Work
activities include: providing and reviewing a recommended watering
schedule with the site representative.The irrigation schedule shall be
based on the following factors: ETo zone, general plant and
application device categories (spray/grass, rotor/grass, spray/shrub,
etc.), soil type, and if applicable, local water use ordinance. If
applicable, provide potential run time adjustments if recommended
improvements to the irrigation system are made.
4. Additional Data
a) Submit a simplified site report documenting findings, photos of
problem areas, water savings recommendations,
corresponding available resources and incentives, and
irrigation schedule for each site. Report provided to customer.
b) Document the amount of time spent at the site conducting the
survey.
c) Document whether Residential or Commercial
D. Follow-Up Audit Commercial Sites or Residential Sites
Available to residential or commercial customers with a minimum of one
acre of irrigated landscape that have previously received a Large
Landscape Survey as defined in Section 1. B.
1. Site and Irrigation System Inspection:
Identify unresolved problems such as: meter, lateral, drip and wiper
seal leaks; broken heads; misaligned heads; mismatched heads;
high/low pressure; spray deflection; sunken sprinklers; plugged
equipment; arc misalignment; underutilized or large turf area; dry
spots; valve malfunction; ponding; incorrect irrigation schedule; high
water use plant palette; and lack of hydrozoning.
2. Complete a checklist of items still unresolved (relative to the initial
large landscape survey) and document the reasons provided for
inaction as well as recording new problems. Provide report to
customer.
II
E. Follow-Up Irrigation Controller Visit
Provide site representative with additional education on reprogramming the
irrigation controller. Task includes reviewing the recommended watering
schedule with the site representative and instructing him/her on how to
reprogram their irrigation controller. For greatest educational value,
emphasis shall be placed on the representative physically programming the
irrigation controller at the direction of the auditor.
3.0 Qualifications
Home Water Use Evaluations and Follow-Up Irrigation Controller Visits (HWUE) shall be
performed by a Certified Landscape Irrigation Auditor(CLIA) or certified Qualified Water
Efficient Landscaper. A Home Water Use Evaluation —Indoor only may be completed by
a non-certified individual upon approval by the Water Authority. All other services shall
be performed by a CLIA professional. An exception will be made for an individual who
meets the Irrigation Association's CLIA certification requirements and is currently
eligible for certification, as long as final certification is obtained and submitted to the
Water Authority within six months from the date of the written CLIA exam. Agency shall
submit a copy of certification, or documentation proving eligibility for CLIA certification,
to the Water Authority for each individual scheduled to perform field services prior to
work being performed. Other certifications may be considered if Agency can show they
are comparable to the CLIA certification. The Water Authority reserves the right to
approve or disapprove of certification.
4.0 Deliverables
All deliverables submitted to the Water Authority shall be formatted according to
specifications provided by the Water Authority. Deliverables include, but are not limited
to:
A. Bi-monthly invoice with backup data
B. Copies of site reports
C. Participant and site data
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ATTACHMENT B
PROGRAM CRITERIA
• Program Name:
WaterSmart Field Services Program
• Program Description:
Program offers the following services, as summarized on Attachment C, within the participating
agency's service area:
o home water use evaluations (small and large)
o large landscape surveys
o irrigation checkups
o follow-up audits
o follow-up irrigation controller visits
o GIS map feature (add-on to large landscape survey)
Sites solely irrigated with recycled water or that received any field service within the last three
years are not eligible.
• Services Will be Provided By:
o Water Authority via its regional contractor, Mission Resource Conservation District
(Mission) and/or,
o Self-performed by individual member agencies
Note: Agencies have the option to self-perform one or more of the services and have
Mission provide the others. However, each service must be provided solely by Mission or
the agency. For example, if an agency chooses to self-perform home water use evaluations
and have Mission perform full audits, they must self-perform all home water use
evaluations and Mission must perform all full audits. An agency could not perform some of
the home water use evaluations and have Mission perform its overflow.
• Term:
Two Years: Fiscal Year 2020-2021
• Participating Agencies (Parties):
Water Authority and the following agencies:
o Carlsbad MWD o Rainbow MWD
o Del Mar, City of o Ramona MWD
o Escondido, City of o Rincon Del Diablo MWD
o Fallbrook PUD o San Diego, City of
o Helix WD o San Dieguito WD
o Lakeside WD o Santa Fe ID
o Oceanside, City of o Sweetwater Authority
o Olivenhain MWD o Vallecitos WD
o Otay WD o Valley Center MWD
o Padre Dam MWD o Vista ID
o Poway, City of o Yuima MWD
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• Parties Obligations
o The Water Authority will:
• Serve as program administrator.
• Provide monthly activity updates, via Mission, to Agencies utilizing the
regional program.
• Provide Agencies utilizing the regional program with any collateral
•
material developed.
• Notify Agency, via Mission, with the date and time of services scheduled
with the Agency's service area.
• Reimburse Agencies that self-perform authorized services, the maximum
amount listed in Attachment D, Agency Reimbursement Rates and
Invoice Schedule.
• Market the program from a regional perspective as necessary. Examples
of possible marketing efforts include press releases, e-newsletters,
online, and social media tactics.
• Maintain the regional program's website, database and online
application.
o Agency Obligations for Participating in the Regional Program:
• Notify Mission within 24 hours of a scheduled service, if an Agency
representative plans to attend.
• Grant or deny authorization of a Large Landscape Survey or Follow-up
Audit within three business days of receiving the request by Mission.
Email authorization is acceptable.
• Provide the Water Authority or its agent, electronic water use records
and/or other data necessary to determine customer program eligibility,
marketing efforts, water savings, and cost effectiveness.
• Work cooperatively with the Water Authority and and/or its agent in
marketing services provided by the regional program.
• Make available for inspection to the other party, upon reasonable
advance notice, all records, books and other documents relating to the
program.
• Meet minimum scope of services as outlined in Attachment A.
• Review monthly participation data provided by Mission and notify
Mission within five business days of any errors. Process and pay Mission's
monthly invoice within 30 days of receipt.
o Self-Performing Agency Obligations:
• Provide electronic copies of the self-performed site reports to the Water
Authority at the time they are invoiced.
• Conduct all self-performed landscape surveys and audits by a Certified
Landscape Irrigation Auditor(CLIA) or an individual who has passed the
CLIA certification written exam and is in the process of completing the
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audit requirement. Agency shall submit a copy of CLIA certification or
documentation showing the individual passed the written exam to the
Water Authority prior to work being performed. An individual has six
months from date of written exam to submit final certification to the
Water Authority. Other certifications may be considered if Agency can
show they are comparable to the CLIA certification. The Water Authority
reserves the right to approve or disapprove of certification.
• Complete all self-performed services in a format acceptable to the Water
Authority
• Make available for inspection to the other party, upon reasonable
advance notice, all records, books and other documents relating to the
program.
• Meet minimum scope of services as outlined in Attachment A.
• Provide the Water Authority or its agent, electronic water use records
and/or other data necessary to determine customer program eligibility,
marketing efforts, water savings, and cost effectiveness.
• Home Water Use Evaluations and Follow-Up Irrigation Controller Visits
(HWUE) shall be performed by a Certified Landscape Irrigation Auditor
(CLIA) or certified Qualified Water Efficient Landscaper. All other services
shall be performed by a CLIA professional. An exception will be made for
an individual who meets the Irrigation Association's CLIA certification
requirements and is currently eligible for certification, as long as final
certification is obtained and submitted to the Water Authority within six
months from the date of the written CLIA exam. Agency shall submit a
copy of certification, or documentation proving eligibility for CLIA
certification, to the Water Authority for each individual scheduled to
perform field services prior to work being performed. Other certifications
may be considered if Agency can show they are comparable to the CLIA
certification. The Water Authority reserves the right to approve or
disapprove of certification. A Home Water Use Evaluation — Indoor only
may be completed by a non-certified individual upon approval by the
Water Authority.
15
ATTACHMENT C
SUMMARY OF SERVICES
Sec. Service Eligibility Description - ii-_.a -s k*
A. Home Water Use Residential Indoor and outdoor evaluation. Small
Evaluation - Small HWUEs are available to sites with 15,000
sf or less of irrigated landscape. Sites that
received a field service within the last
three years are not eligible.
A. Home Water Use Residential Indoor and outdoor evaluation. Large
Evaluation — Large HWUEs are available to sites with more
than 15,000 sf but less than one acre of
irrigated landscape. Sites that received a
field service within the last three years are
not eligible.
B. Large Landscape Survey Residential and Landscape only. Conducted on a case-by-
Commercial case basis. For larger sites, equal to or
greater than one-acre of irrigated
landscape preferably with high water use
and/or small grove. (Sites between one-
acre and one-and-a-half-acres of irrigated
landscape may be assigned an Irrigation
Checkup or HWUE at the discretion of the
water agency.) Sites that received a field
service within the last three years are not
eligible.
B. GIS Map Feature - Large Residential and Optional feature available to sites
Landscape Survey Commercial receiving a Large Landscape Survey.
C. Irrigation Checkup Residential and Landscape only. For CII or multi-family site
Commercial with less than one acre of irrigated
landscape or sites that meet the water
agency discretionary parameter under a
Large Landscape Survey. Sites that
received a field service within the last
three years are not eligible.
D. Follow-up Audit Residential and Landscape only. For sites that received a
Commercial large landscape survey three or more
1 acre->/= 4 acres years prior, but site conditions have not
changed significantly to warrant another
large landscape survey. Instead, site
would benefit from 1) a review of
unresolved problems and/or 2) an
16
evaluation of changes made since the
original audit. Conducted on a case-by-
case basis.
E. Follow-Up Irrigation Residential For sites that received a HWUE or
Controller Visit < 1 acre residential Large Landscape Survey and
>/= 1 acre require additional education to reprogram
their irrigation controller. Conducted on a
case-by-case basis and subject to member
agency's approval per annual service
elections. Sites limited to one follow-up
visit per Home Water Use Evaluation or
Large Landscape Survey performed.
1.1
17
ATTACHMENT D
AGENCY REIMBURSEMENT RATES, COST SHARE FEE SCHEDULE, and INVOICE SCHEDULE
Agency Reimbursement Rates:
Services provided under the WaterSmart Field Services Program and the corresponding cost
shares are listed below. The standard cost share is 50%of the cost of service between the
Water Authority and Agency. For each service, Agency may elect to self-perform the service or
participate in the regional program by utilizing the regional contractor to perform the service.
The Water Authority has the option to temporarily modify the Water Authority and Member
Agency's cost share to account for funding received from other sources, in addition to
modifications to the cost share percentage split. The Water Authority will exercise the option to
apply MWD Member Agency Administered Program (MAAP) funds from July 1, 2019 through
June 30, 2020 or until funds are exhausted. The Water Authority will notify Agency in writing of
any future temporary cost share modifications.
MAAP funds will first be used to either reduce (regionally administered) or reimburse (self-
performing) agency's cost share. Remaining MAAP funds, if any, will be applied to the Water
Authority's cost share. MAAP funding cannot exceed the cost of service.
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Cost Share Fee Schedule
1) For agencies electing to have the Water Authority provide services through its regional
contractor:
Agency Cost MWD MAAP
Cost of Service Share 50% Funding' Agency Share with
Elected Service (Market Value) (Standard) (Temporary) MAAP2
Home Water Use Evaluation $150 $75.00 $20.50 without $54.50 without
(Small) timer or$30.50 timer or$44.50
with timer with timer
Home Water Use Evaluation $200 S 100 00 $20.50 without $79.50 without
(Large) timer or$30.50 timer or$69.50
with timer with timer
Large Landscape Survey $770 5385 $18 with timer $367 with timer
Residential(1 and<4 acres)
Large Landscape Survey $1,150 5575 $18 with timer $557 with timer
Residential(a 4 acres) _
Large Landscape Survey CII $770 $385 $200/acre' $185-$0
(1 and<4 acres) ($200-770)
Large Landscape Survey CII $1,150 5575 $200/acre' $0
(>_4 acres) ($800-1,150)
Large Landscape Survey GIS $45 $22.50 N/A S22 50
Map Feature
Irrigation Checkup $365 $182.50 N/A $182.50
Follow-up Audit $365 $182.50 N/A $182.50
Follow-up Irrigation Controller $85 $42.50 N/A $42.50
Visit(HWUE site)
Follow-up Irrigation Controller $140 $70 N/A $70
Visit(Residential large
landscape survey site)
'Partial acres prorated.
'Amount invoiced to Member Agency
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2) For agencies electing to perform their own services:
Agency Cost
Cost of Service MWD MAAP Funding' Agency Share w/
Elected Service (Market Value) Share 50% (Temporary) MAAP'
(Standard)
Home Water Use Evaluation(Small) $150 $75.00 $20.50 without $95.50 without
<15,000 SF timer or$30.50 with timer or$105.50
timer with timer
Home Water Use Evaluation (Large) $200 $100.00 $20.50 without $120.50
>1= 15,000SF-<1 acres timer or$30.50 with without timer or
timer $130.50 with
timer
Home Water Use Evaluation- $45 $22.50 $12.50 $35
Indoor only
Home Water Use Evaluation (Small) $105 $52.50 $8 without timer or $60.50 without
-Landscape only $18 with timer timer or$70.50
<15,000 SF with timer
Home Water Use Evaluation(Large) $155 $77.50 $8 without timer or $85.50 without
-Landscape only $18 with timer timer or$95.50
<15,000 SF-<1 acres with timer
Large Landscape Survey Residential $770 $385 $18 with timer $403 with
(1 acres and<4 acres) timer
Large Landscape Survey Residential $1,150 $575 $18 with timer $593 with
(a 4 acres) timer
Large Landscape Survey CII $770 $385 $200/acre' $585-$770
(1 acre and<4 acres)
Large Landscape Survey CII $1,150 $575 $200/acre' $800-$1,150
(>-4 acres)
Large Landscape Survey GIS Map $45 $22.50 N/A $22 50
Feature
Irrigation Checkup $365 $182.50 N/A $182.50
Follow-up Audit $365 $182.50 N/A $182.50
Follow-up Irrigation Controller Visit $85 $42.50 N/A $42.50
(HWUE site)
Follow-up Irrigation Controller Visit $140 $70 N/A $70
(Residential large landscape survey
site) _
'Partial acres prorated.
2Amount reimbursed to Member Agency by Water Authority
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Invoice Schedule
Regional Program:
Contractor shall submit separate monthly invoices for services rendered to each member
agency and the Water Authority. Agencies are responsible for the timely review of activity for
contractor to issue invoice. Invoices will include all services completed for that reporting period
and will be due per payment schedule below:
PAYMENT SCHEDULE*
a. Reporting period is prior month activity.
b. Activity provided to member agencies for review.
c. Agencies have 5 business days to review.
d. Invoice due to member agencies and Water Authority by the 15th of the month,
except for June activity, due July 10.
e. Invoice paid within 30 days from receipt.
Note: In order to meet end-of-fiscal year deadlines, services are not performed between June
20—30.
'Adjustments to schedule must be approved prior to close of reporting period.
Self-Performing Agencies:
Agency shall submit bi-monthly invoices electronically using Water Authority-approved process
for reimbursement of self-performed services to cbrandon@sdcwa.org and copy
jgerman@sdcwa.org. Invoices shall include all services completed through the last bi-monthly
billing period:Jul/Aug, Sep/Oct, Nov/Dec, Jan/Feb, Mar/Apr, May/Jun. Agency shall submit
invoices by the 15th of the following month, with the exception of the billing period ending in
June, which shall be due by July 10. Payment is due 30 days from receipt.
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ATTACHMENT E
AGENCY ALLOCATION, ELECTION, AND DISTRIBUTION FORM
City of Poway (Agency) has a total allocation of$ 5,011 for fiscal years 2020 and
2021 to be used towards WaterSmart Field Services. Agency allocation is the not-to-exceed
amount the Water Authority will pay Agency for self-performed services and/or the Water
Authority's cost share for services provided by the regional contractor. It does not include the
Agency's cost share for services performed. The allocation amount does include additional
funding that may be applied to agencies cost share (i.e. MWD MAAP funds).
Agency may request an increase in its allocation by submitting a written request to the Water
Authority. If the Water Authority approves the increase, it will provide Agency with written
confirmation of the amended allocation amount for the remainder of that fiscal year. Written
confirmation will be sent via email or regular mail.
Complete the steps one through three below to elect services and distribute allocated funds
among elected services. This form becomes null and void upon submission of a subsequent
form.
Step One: Elect Services
Check the box for each service your agency elects to include. If elected, select if the service will
be performed by the Water Authority's regional contractor or self-performed by Agency, not
both.
Service Performed By:
Services Agency Regional Self-Performing
Services Elects to Include Contractor Agency
Home Water Use Evaluations (small ❑X X❑ ❑
and large)
Large Landscape Surveys X❑ ❑
GIS Map Feature for Large Landscape Provided by entity that performs
Surveys Large Landscape Survey
Irrigation Checkups [2d X❑ ❑
Follow-Up Audits Q Q ❑
Provided by entity that performed
Follow-Up Irrigation Controller Visit Q HWUE or residential Large
Landscape Survey
Step Two: Regional Contractor Option
Select if your agency wants to opt-in or opt-out of allowing the auditor the discretion to waive
the indoor component of a Home Water Use Evaluation in order to spend additional time
educating the site participant on programing the irrigation controller.
Option is not applicable to self-performing agencies.
(l Opt-In:
❑ Opt-Out: Selecting this option will require auditor to conduct oudoor and indoor
components. Doing so will limit the amount of time spent, if any, on instructing
the site representative on programing their irrigation controller.
Step Three: Distribute Funds
Distribute allocated funds among elected services. Funding amounts are estimates and can be
redistributed later if needed.
Home Water Use Evaluations $ 1,635
Large Landscape Surveys $ 1,101
Irrigation Checkups $ 365
Follow-Up Audits $ 1,825
Follow-Up Irrigation Controller Visits $ 85
Total Allocated Funds $ 5,011
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ATTACHMENT F
MWD MEMBER AGENCY ADMINISTERED PROGRAM INCENTIVE LIST
SECTOR INCENTIVE PROGRAM and SCOPE REQUIREMENTS METROPOLITAN
' INCENTIVE
Residential Single-Family Indoor Survey: $12.50
Member agency provides on-site visit, written survey for
the customer listing recommendations on
improvements, and review of findings report with
customer. Survey can be combined with either irrigation
evaluation (w/out timer) or irrigation evaluation (with
timer), but not both.
Residential Irrigation Evaluation (without timer): $8
Member agency provides the customer the findings of
the evaluation, makes recommendations on
improvements to the irrigation system and provides a
watering schedule.
Residential Irrigation Evaluation (with timer)— Member agency $18
provides the customer the findings of the evaluation
and provides recommended irrigation schedule
Commercial Large Landscape Survey: $200 per acre
Member Agency's landscape survey program shall
contain the following elements for each survey site: 1)
Irrigation system evaluation; 2) Development of a water
budget and irrigation schedule; and 3) Survey report
provided on-site to the recipient or customer. Incentives
are limited to the full cost of the survey; no restriction
on application for additional landscape device rebates.
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