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1Pacific Gas and Electric Company Perform field coatings inspections and provide daily inspection reports as required forPacific Gas and Electric Company on excavations of various diameters of in service compressed natural gas pipelines
NACE Certified Coatings Inspector I SSPC Protective Coatings Specialist Performed field coatings inspections and provideddaily inspection reports as required with ongoing projects for clients such South Orange County Water Authority
IVarious Water Treatment Plants City of Beverly Hills Cold Water Canyon Park Below Ground Potable Water TankProject Disneyland Resort and California Adventures Various Attractions Marine Corps Air Station Beaufort SouthCarolina JP 5JP8 Fuel Storage Tanks Tinker Air Force Base JP8 Fuel Storage Tanks and Supply Pipelines Department ofHomeland Security San Ysidro International Border Expansion Project and City of San Diego San Vicente Dam RaiseProject
Quality Assurance ManagerProtective Coatings Specialist Managing and supervising NACE Certified Quality ControlInspectors and Project Managers on multi million dollar Naval Commercial ship overhauls Above and Below Ground FuelStorage Tank rehabilitations elevated water tower assessments concrete resurfacing and multiple miscellaneous coatingsprojects
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6 NV5Board Packet Page 56
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Scope of Services1 Projeu Understanding
BTC Laboratories an NV5 company NV5 will prepare design drawings and technical specifications to support the
1 Districtsefforts to improve the exterior paint conditions at five bolted steel potable water storage tanks
ITank Capacity gal Diameter ft Height ft
Alto North 800000 65 32
Alto South 800000 65 32
1 Parker 600000 80 16
Baldwin North 210000 38 24
1 Baldwin South 210000 38 24
INV5 understands the District intends to commence painting in September 2013 and complete the painting efforts inapproximately two months
1NV5s coating inspector will visually the condition of the exterior coating systems At locations where the coatingP Y inspect g Y g
Isystem is less than optimal NV5 will take sample measurements of the coating thickness Coating adhesion will bemeasured Lead content will be tested If warranted arsenic and chromium content in the coating will be tested for anadditional fee NV5 has included four thickness tests for each tank four adhesion tests for each tank and two lead content
1 tests for each tank in its fee proposal
1 Inspection Report of each tankGeneral tank condition
I Coating conditionCoating thicknessCoating adhesion
1 Lead Arsenic or Chromium content if tested
1NV5 will prepare a technical memorandum that describes the existing paint conditions and which paint system should 1
I be applied to each of the five tanks NV5 will develop an assessment of the coating systems for each tank based on datacollected during his coating inspection Recommendations on coating repairs or replacement will be made as a result
18 NV5
Board Packet Page 57
1Watet ranks fog
e4ittu bra t ey N be e iistt iti
of this assessment The existing coatings may be lead bearing and the assessment will include discussions on removaland disposal of potentially hazardous material NV5 will review the technical memorandum of the paint systemrecommendation with District staff
1Technical memorandum of paint system recommendation
NVS will re are technical specifications for the removal of existing paint and the application of new paint One set ofP P P g P PP P
technical specifications is anticipated for the five tanks NV5 will review the draft version of the technical specificationswith District staff and then resubmit a final version
Technical specification of paint system in MSWord formatP P Y
1 NV5 will provide a NACEcertified inspector during the construction phase of the project NV5 assumes that one tankwill be inspected at a time The on site inspection is anticipated to consist of the following hours
1 Tank OnSite InspectionHours
Alto North 70
Alto South 70
Parker 70
Baldwin North 50
Baldwin South 50
1 Daily ReportsCompiled report of painting for each tank
9 NVS1 Board Packet Page 58
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1 tlfe Li t rrovided by Ventura River CountyBidding advertising and contracting efforts for construction contractor
1 Preparation of frontend contract specifications
NV5 proposes a lump sum compensation of xxxxx to complete the tasks above summarized as follows
1 Activity Cost
Task I Tank Exterior Inspection 6060Task 2 Exterior Paint System Recommendation 3122
Task 3 Technical Specification 4330
ITask 4 Quality Control Inspection During Construction 34006
Total 41518
A more detailed cost breakdown is provided on the following page
Inspection of tank interiorsSeismic evaluation
1 Design or evaluation of tank improvements other than to exterior coating systemsPreparation of contract or frontend specifications
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lo NV51 Board Packet Page 59
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Exterior Painting of Water Palif
Ventura River County Water Distric
1 1 1
Ventura River County Water District
1 Technical Assistance Regarding Painting the Exterior of Drinking Water TanksTechnical Assistance Fee Estimate Other
I 01 May 2013 Direct
PERSONNEL HOURS Costs
IPROJECT Proj Proj Coat Lead ODCs Totals
TASKS Mgr Eng Insp Test
DSM
1Task 1 Tank Exterior Inspection
IGeneral TankCoating Condition Inspection 4 4 4 1692
Coating System Inspection 2 16 10 2898
Prepare Inspection Reports 5 2 1 10 1470
1Task Total 6060
Task 2 Exterior Paint System Recommendation
I Prepare Exterior Paint System Recommendation 2 12 4 2642
Review with District Staff 3 480
ITaskTotal 3122
Task 3 Technical Specification
I Prepare Technical Specification 20 5 3690
Review with District Staff 4 640
Task Total 4330
ITask 4 Quality Control Inspection During Construction
I General Construction Inspection 3 10 2095
Alto North 70 6860
Alto South 70 6860i
Parker 70 6860
Baldwin North 50 4900
Baldwin South 50 4900
IPrepare and Submit Final Reports 2 12 25 1531
Task Total 34006
TOTAL FEE 47518
Totals 15 54 1 361 10 25
II NV51 Board Packet Page 60
Acom Proposal May 1 2013
Technical Assistance Regarding Painting the Exterior
of Drinking Water Tanks
Ventura River County Water District
ti5trnpAdr aCs
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Board Packet Page 61
A COM AECOM 8057644055 tel
1220 Avenida Acaso 8053883577 fax
Camarillo CA 93012
May12013
Bert RappGeneral ManagerVentura River County Water District409 Old Baldwin Road
Ojai CA 93023
Technical Assistance Regarding Painting the Exterior of Drinking Water Tanks
Dear Mr Rapp
AECOM is pleased to submit our proposal in response to the Districts RFP for Technical AssistanceRegarding Painting the Exterior of Drinking Water Tanks Our team includes some of the best AECOMwater storage facility specialists in California We have collaborated successfully on a number of projectsthroughout the state and our proven performance provides a strong technical foundation for this project
As described in the RFP the District is seeking a firm to provide technical assistance to assist in thepreparation of bid documents for the recoating of five water tanks It is our understanding that all five ofthe tanks were constructed by Superior Tank and are of bolted steel construction These tanks werecoated at the factory prior to shipment to the site and have not been recoated since The District has
reported that the tank coatings are chalking and wish to recoat these tanks to maintain the tanksperformance
Our team of local trusted professionals recently completed similar steel tank
rehabilitation services for Paso Robles CA By selecting the right team the District willbe provided with robust wellvetted specifications that will minimize construction riskand change orders
to4 4 4
I
Upper Oaks Tank Golden Hilt Reservoir Pine Knolls Reservoir
The AECOM project team assembled has completed several water tank projects including both newconstruction and rehabilitation of existing tanks The following table provides a summary of the proposed9 9 p rY p p
team their role and a brief description of qualifications
Page 1 of 9
Board Packet Page 62
AZCOM AECOM 8057644055 tel
1220 Avenida Acaso 8053883577 fax
Camarillo CA 93012
Education Licenses and Summary of Professional and TechnicalCertifications Experience Relevant Work Experience
Jon Hanlon PE Project Manager
BS Mechanical Engineering Mr Hanlons experience includes design and Golden Hill No1 and MerryhillCalifornia Polytechnic State construction of municipal water distribution Reservoir RehabilitationUniversity San Luis Obispo infrastructure water treatment facilities pump Project Paso Robles CA1991 stations production wells piping and valves and Sc
environmental permitting 21 Street Reservoir
Registration Professional Replacement Project PasoMechanical Engineer CA Mr Hanlon has over 15 years of experience Robles CALicense No 33232 managing municipal projects including numerous
water tank projects Pine Knolls Reservoir
Replacement ProjectCambria CA
Glen Hille PE Principle inCharge
BS Construction Management Mr Glen Hille is Vice President and Regional Capital ImprovementsNorth Dakota State University Quality Manager for the West Water Region of Program Fillmore CA1919 AECOM He has served as Principal in Charge
Kilburn and Conifer Steelfor numerous water wastewater and recycledRegistration Professional Civil water infrastructure projects from planning Reservoirs Reliability StudyEngineer CA License 42254 through startup for projects ranging in size from Triunfo Sanitation District CA
100000 to over 100 million in construction Preliminary Evaluation of TankAZ 52509 cost
Sites 10 Las VirgenesHI PE 14470Municipal Water District CAND PE 7010 In the role of Principal in Charge Glen will serve p
NM 20703 as a resource to the team and will provide Jon Reservoir No 2 SeismicOR 85436PE Hanlon with the corporate support required to
Analysis Fillmore CASD 10993 meet schedules budget and staffing needs HeWA 48658 will also monitor the project at critical junctures to Ventura River Sewer Crossing
make certain that the team is performing to Ojai Valley Sanitation DistrictAECOMsand the Districts highest standards CA
Robert Stein PE Quality Control
BS Civil Engineering Villanova Mr Stein has more than 25 years of experience Water Supply StabilizationUniversity 1969 in construction management of municipal water Project No 2 Tank
and wastewater projects As construction Construction ContractRegistration Professional Civil manager he has worked on two of the most Antelope Valley East Kern
Engineer CA License No53670 advanced facilities on the Central Coast the Water Agency CACity of OxnardsAdvanced Purification Facilityand the City of FillmoresWater Recycling Plant
Advanced Water Purification
the latter of which resulted in a 03 occurrence Facility Oxnard CAof change orders
Water Recycling PlantBob is a proven field leader problem solver and Fillmore CA
handson negotiator who will assist the projectteam by promoting partnering among all partieswhile prioritizing the interests of the District
Page 2 of 9
Board Packet Page 63
AECOM 8057644055 tel
1220 Avenida Acaso 8053883577 fax
Camarillo CA 93012
Joseph JJReichmuth PE Project Engineer
BS Civil Engineering California Mr Reichmuth is an Associate Engineer with Golden Hill No1 and MerryhillPolytechnic State University San over 12 years of engineering experience Reservoir RehabilitationLuis Obispo 1999 including pipeline design storage facilities Project Paso Robles CA
construction management and inspectionsHeights Waterline Upgrade
Engineer CA
Professionalce eNProject Pismo Beach
CivilRecent projects include rehabilitation of water Pro h CAEngineer CA License No 63124 p 1 jstorage tanks for the City of Paso Roblesincluding top coating of the existing tank coating
Rusty Pauls MCS Inspection Group Inc Coating Inspector
NACE Certified III 10726 Rusty Pauls has more than 21 years of industry Water Supply Stabilizationexperience as an onsite coating inspector Mr Project No 2 TankPauls has worked with numerous different types Construction Contractof coating including powder coat epoxies Antelope Valley East Kern
alkyds acrylics coal tar enamels coal tar cut Water Agency CAbacks vinyls urethanes and inorganic zincs
Fountaingrove Tanks SantaMr Pauls will assure that the entire coating Rosa CAproject is in accordance with the specificationsand industry standards including monitoring of Grangeville Boulevard Projectambient conditions and surface preparations Hanford CA
through final coating dry film thickness and Yuba City Harbor Storage andcuring Pumping Plant Yuba City CA
Chino II Desalter Chico CA
Page 3 of 9
Board Packet Page 64
ACOM
PROJECT SCOPE
We have reviewed the Request for Proposals for the project and offer the following Scope of Work Ourapproach will be to minimize the Districts cost by focusing on the areas necessary to achieve theDistricts goals Our proposed scope and fee is intended to be a recommendation and can be refinedthrough discussion with District staff The extent of onsite construction observation can also be revised
during the project based on the performance of the contractor
Task Group 1 Tank Evaluations and Project Site Visit
To initiate the project AECOM will attend a kickoff meeting with the District and visit each site toassess field conditions and discuss project specifics
Task Group 2 Coating Evaluation Technical Memorandum
AECOM will prepare a technical memorandum with a recommended approach for rehabilitation of theexterior coatings of the following reservoirs Alto North Alto South Parker Baldwin North andBaldwin South AECOM will work in close coordination with our subconsultant MCS InspectionGroup Inc and District staff to ensure that cost operational and maintenance needs are met As asubconsultant to AECOM MCS will perform inspections of the coatings at each tank location by aNACE Level 3 coating inspector with over 22 years of industry experience The technicalmemorandum will provide an assessment of each tank and recommendations for coating alternatives
Task Group 3 Technical Specifications and Opinion of Cost
Upon District approval of the recommendations in the Technical Memorandum AECOM will proceedwith the production of coating specifications It is anticipated that at a minimum one specification099672 Recoating Existing Steel Water Tank will be required The specifications will includeinformation related to coating materials coating and surface preparation requirements coordinationof work and temporary facilities AECOM will provide the District with a final Bid Form in MicrosoftWord format for inclusion in the contract documents Our scope does not include preparation ofDistrict front end contract documents
Progress submittals of specifications will be provided at draft final level of completion A constructioncost opinion will also be submitted with the draft final and final specifications
Task Group 4 Bid Phase Support
RFI and Addenda Preparation During the bidding phase AECOM will assist in responding toinformation requests and assist in preparing bid addenda on a time and materials basis as directed bythe District For budgetary proposes we have assigned 10 hours to this task
Pre Bid Conference AECOM will attend a prebid conference with the interested contractors toaddress questions and comments before bid submittals During the prebid conference AECOM willbriefly discuss key technical and contractor coordination issues critical to the successful construction of
this project This brief discussion is to inform bidders of existing conditions and critical construction andscheduling requirements for the purpose of obtaining accurate and competitive bids
Page 6 of 9
Board Packet Page 65
ACOM
Task Group 5 Construction Phase Support
Pre Construction Meeting AECOM will assist in a preconstruction conference with the District andContractorsteam as they prepare to mobilize for the project As part of this effort AECOM will
Review the specifications with the Contractor to facilitate the Contractors understanding of theProject
Review the Contractors construction schedule and resource scheduling including equipmentlabor and supervision planning
Submittal Review AECOM will review incoming submittals for conformance with specifications Forbudgetary proposes we have assigned 16 hours to this task
Construction Phase RFIs During the construction phase AECOM will respond to RFIs on a time andmaterials basis as directed by the District For budgetary proposes we have assigned 16 hours to thistask
Quality Control Services During coating it is proposed full time onsite observation be performed byMCS Inspection Group 45 days for monitoring of Contractorswork The actual field observation timemay be revised during the project based on the performance of the contractor and schedule of work
Conduct field observations and prepare documentation daily reports of construction tasks for generalcompliance with the Contract documents
Upon witnessing and discussing with District materials process or levels of quality that do not meet therequirements of the construction contract documents issue a Non Conformance Report notifying theContractor of such deviation and inquire about the Contractorsproposed corrective action Copies will beforwarded to the City
The Contractor has sole responsibility for compliance with safety requirements on the constructioncontract AECOMs staff will monitor the Contractors general compliance with its safety program andadvise the City of observed deficiencies
Maintain a photographic log of construction activities and provide the City copies of significantphotographs The following items will be monitored
Pre surface preparation
Surface preparation
Protective Coverings
Mixing of materials
Ambient Conditions
Application
Drying schedules
Holiday Inspection
Final Inspection
Page 7 of 9
Board Packet Page 66
ACOM
DELIVERABLES
AECOM will provide the following deliverables
Two 2 copies of the Coating Evaluations Technical Memorandum
Two 2 copies and a PDF version of the Draft Final Specifications
One copy and a PDF version of the Final Specifications signed and sealed
BUDGET
AECOM will complete this work on a time and materials basis with an estimated budget not toexceed 58480 unless authorization is granted in writing As previously stated the proposed budgetis a recommendation and can be refined with further discussions with the District
SCHEDULE
The following schedule has been developed to accommodate the Districtsschedule presented in theRFP
Deliverab e Submittal Schedule
Site Visit and Kickoff Meeting Within one week of Notice to Proceed
Coating Evaluation Technical Memorandum Within two weeks of site visit
Draft Final Specifications Within two weeks of receipt of District commentson Tech Memo
Final Specifications Within one week of receipt of District comments onDraft Final
EXCLUSIONS
We have not included in our Scope of Work evaluation of interior coatings or improvements forOSHA compliance If specific recommendations are identified during our site visits AECOM willadvise the District on additional evaluations or testing that may be considered
Construction phase services include only those tasks listed in Task Group 5 With additionalscope and fee AECOM can provide full construction management services which includeconstruction administration scheduling change orders monthly progress payments and reports
Permitting easements environmental monitoring traffic control site work or tank modificationsand materials testing will be performed by others
One PDF copy of the submittal and RFI responses will be provided to the District for duplicationand distribution
Page 8 of 9
Board Packet Page 67
Project BudgetExterior Tank Coating Ventura River County Water District
Personnel Hours Budget
L 2
L C L
OC v p
Task Description w w o0 lc o
a
a v xL a o
C e a 0 3 a a a 50 U F G n
O
Task Group 1 Site Visit and Tank Evaluations
Site Visit 0 8 Ludo 83 03 1123Tank Coating Evaluations 5 Tanks 5 c 2508 2888 5 2888Subtotal
Ill8 8 5 1040 83 8 2888 2971 4011
Task Group 2 Coating Evaluation TM
Develop Alternatives 4 740 59 59 799
Prepare Preliminary Cost Opinion 4 630 50 50 680
Prepare Tech Memo Summarizing Recommendations 6 OM 1 2150 172 172 5 2322QC 1 210 17 17 5 227
Subtotal
1111123 3730 S 298 298 8 4028
Task Group 3 Specs and Final Cost Opinions
Draft Specifications 22 2970 238 858 1096 4066Draft Cost Opinions 6 890 71 286 S 357 1247Final Specifications 13 1855 148 429 577 i 2432Final Cost Opinions 3 445 36 143 179 624QC 2 5 420 34 0 34 454
Subtotal 6580 526 S 1716 S 2242 5 8822
Task Group 4 Bid Phase Support
RFIs and Addenda 1 1630 IO 130 1700Pre Bid Conference
11ffir4 740 59 59 799
Subtotal 14 2370 8 190 9 190 25611
Task Group 5 Construction Phase Support
Pre Construction Meeting 8 1 040 S3 83 5 1123Submittal Review 11 14 2300 184 184 2484RFIs 16 5 2300 184 184 2484Coating Inspection Services 45 Days Total 0 8 1040 5 31928 31928 32968Subtotal 40 48 9 6680 451 5 31928 32379 39059
Total 3 41 92 3 139 20400 9 1949 S 36531 38080 58480
Personnel Cateaory HR
Principle Engineer 21000
Senior Project Manager 18500
Associate Engineer 13000
Clerical 7500
4302013 Page 1 of 1 L
I
Board Packet Page 68
VENTURA RIVER COUNTY WATER DISTRICT
DATE: May 8, 2013
TO: Board of Directors
FROM: Bert J. Rapp, P.E. General Manager
SUBJECT: UTILITY COST REVIEW
SUMMARY Utility Cost Management (UCM) is a company specializing in identifying utility billing savings. They are offering to review the Districts utility bills to see if the District is being correctly charged and if there are any savings that can be achieved. UCM is only compensated if they find savings and the District would share the savings with UCM at 50-50 for three years after entering into the agreement. The General Manager has reviewed the utility bills and made revisions over the last 18 months to reduce the District’s utility costs. It would be good to see if UCM can find any additional savings.
RECOMMENDED ACTION The General Manager recommends that the Board approve the agreement with UCM with the recommended changes and authorize the Board President to sign the agreement after approval by Legal Counsel.
BACKGROUND The draft agreement is attached for review along with a brochure from UCM. The General Manager recommends the following statements be added to the agreement: “Utility savings shall only be eligible for shared savings if VRCWD agrees in writing to accept the new rate structure or other program necessary to achieve the savings.”
Board Packet Page 69
Board Page 2 of 2 “It shall be acknowledged by both parties that VRCWD is aware that additional power savings can achieved by extending the TOU period, however it is not possible to extend the TOU period until VRCWD is able to blend its water with Casitas water and VRCWD determines that the pumping time restrictions would not inhibit its ability to provide water.”
FISCAL SUMMARY
There is no cost associated with entering this agreement with UCM unless UCM identifies savings. If savings are identified by UCM then the District agrees to share those savings with UCM for 3 years following the signing of the agreement.
Board Packet Page 70
Utility Cost Management, LLC
6475 N. Palm Avenue
Suite 105
Fresno, California 93704
Phone: (559) 261-9230
Fax: (559) 261-9231
www.utilitycostmanagement.com
Save money onutility expenses with no
out-of-pocket costs.
Board Packet Page 71
Jeanine Layland
Vice President
Lowe Enterprises Real Estate Group
TRANSAMERICA PYRAMID
Electricity, gas, water, sewer and garbage regulations are complex,
voluminous and ever-changing. Utility providers must apply these
regulations to literally millions of customers, each with unique
facilities, usage characteristics and other billing inputs that are in
constant flux. Not surprisingly, billing errors are common.
For customers, understanding and applying the relevant regulations
is difficult and time-consuming, so they often pay the overcharges
month after month, year after year. Over time, these overcharges
result in significant additional costs – costs that your organization
can eliminate with the right help.
When it comes to your utilitybills, you can’t afford to be inthe dark.
“[P]rior to my tenure at the TransamericaPyramid, UCM succeeded in recovering over$500,000 for the Pyramid for utility billing errorsthat had been ongoing for more than 15 years.Partly based on this past success, I hired UCMagain...this time to review, analyze and (ifappropriate) recover local taxes…Once again,UCM’s services have been remarkably profitable
for the Transamerica Pyramid.…Based on the experience of theTransamerica Pyramid, Ienthusiastically recommend UCM’sservices to others.”
Board Packet Page 72
Utility Cost Management LLC
offers its Bill Analysis
ServiceSM as your answer to
utility overcharges. UCM expertly applies the utility regulations to your
bills in order to uncover billing errors. It constantly monitors developments
in the regulatory environment to ensure that your utility bills are in line
with the latest regulations and interpretative decisions.
If UCM finds a billing error, it will correct the error going forward and
recover a refund for past overcharges. If the utility disputes UCM’s
findings, UCM may take the matter up with the Public Utilities
Commission.
Best of all, there are no out-of-pocket costs for the Bill Analysis ServiceSM.
When billing errors are corrected, UCM receives a percentage of the
corresponding refunds and savings. Under no circumstances is UCM paid
until after you receive a refund or see savings on your bill. Of course, if
UCM fails to reduce your utility costs, then you pay nothing.
Bill Analysis ServiceSM
turns a bright light onyour utility bills.
“Utility Cost Management was retained toanalyze the utility costs for more than 250 City of
Inglewood service accounts. The City's utility
expenditures have been reduced by more than
$270,000 as a direct result of billing changes
and special rate discounts that your firm has
implemented. ...Your firm has exhibited skill,
knowledge and expertise in the utility
regulations, which has resulted
in these outstanding benefits to
the City. The City's experience
with Utility Cost Management
has been entirely positive....“Mark Weinberg
City Administrator
CITY OF INGLEWOOD, CA
Board Packet Page 73
Risk-freeThe Bill Analysis ServiceSM is truly a “win-win” for thecustomer. If you are being overcharged, then UCM willidentify and correct the situation, and share in the resultingsavings. But if no overcharge is found, then you pay UCMnothing.
Hassle-freeWe recognize that your time is valuable. That’s why theBill Analysis ServiceSM is performed with minimalinvolvement from you and your staff. Even yourhistorical billing records are obtained directly from theutility, eliminating the need for you to copy largenumbers of bills.
In-depthWith its Bill Analysis ServiceSM, UCM does much morethan just review your bills. It researches, applies andinterprets the complex regulations upon which your billsare based to ensure that you are not paying more than isrequired. UCM’ s command of the of the rates andregulations helps you to make sense of the arcane rulesthat determine how much you pay on your utility bills.
Advantages of the Bill Analysis ServiceSM
Robert F. JacobsDirector of Housing Facilities, Operations and Services
UNIVERSITY OF CALIFORNIA, BERKELEY
“Your group has already secured a
$41,000 refund for electricity overcharges to
one of our properties. An additional refund
of more than $200,000 is currently being
adjudicated with the PUC ... I have been
impressed by how in-depth and thorough
UCM’s analysis has been, especially since
the review has been performed with very
little involvement from UC personnel. ... I
would not hesitate to recommend UCM’s
services to others interested
in obtaining refunds on their
utility charges.”
Board Packet Page 74
EqualizingNo longer is your utility the exclusive repository of regulatoryknowledge and experience. With the Bill Analysis ServiceSM,customers enlist UCM’s knowledge and expertise to criticallyevaluate their utility charges in light of the regulations. WithUCM on their side, customers can “level the playing field” intheir dealings with the utilities.
UniqueUnlike the services offered by other firms, the Bill AnalysisServiceSM does not involve energy- or water-efficiencyrecommendations, capital improvement projects, or any othermeasures requiring outlays by customers. While these otherservices seek to reduce how much you consume, the BillAnalysis ServiceSM seeks to reduce how much you pay for whatyou consume.
ReassuringEven if UCM does not identify any overcharges, customers aregiven the comfort of knowing that they are being chargedproperly and their utility bills are as low as possible. You canthink of the Bill Analysis ServiceSM as an insurance policy – butwithout the premiums.
Earl P. WilliamsPresident/CEO
CALIFORNIA COTTON GINNERS ANDGROWERS ASSOCIATION
“UCM represented 68 cotton gins - the majority of the
California ginning industry - in a complaint case before the
Public Utilities Commission (PUC). The result: the PUC
ordered PG&E to switch the ginners to electric rates that
were deemed more appropriate to ginning operations, and
ordered refunds totaling approximately $8
million. In addition to the outstanding results
achieved, UCM has been easy to work with
and always willing to ‘go the extra mile.’
UCM is deserving of my highest praise and
commendation.”
Board Packet Page 75
Since 1991, Utility Cost Management LLC hasbeen helping clients to reduce utility expenses
through the informed application of utility regulations. It has generated$90 million in refunds and savings for a wide variety of clients, includingpublic entities, educational institutions, residential and commercial realestate owners and managers, hospitals, manufacturers, food processors,farmers, hotels, and non-profit organizations.
Over the years, UCM has developed a record of accomplishments anddistinction. The firm has represented customers in several landmarkproceedings before the California Public Utilities Commission, which havealtered the way electric utility companies interpret and apply their ownrates. It has been a driving force in the formulation and adoption of newregulations that have benefitted utility customers throughout the State. Andits work has been the impetus for change in the way that many municipalutilities impose and collect water fees, sewer fees, and utility user taxes.
The firm’s record of success is attributable to the talented and hard-working people who make up UCM. The firm’s principals have spent theircareers analyzing the ins and outs of utility rates and charges, and offerclients a level of knowledge, experience and expertise that is unmatched.And the firm’s professional staff brings to bear experience, commitment and a“can do” philosophy that shows in the results they achieve.
About UCM. It’s easy to do.
1. Return a signed service
agreement,
together with one month’s
utility bills.
2. We send you a written
report of our findings,
usually within 30 days.
3. We pursue refund and bill
saving opportunities.
4. You receive the refund or
bill savings.
5. We invoice you according
to the service agreement.
Board Packet Page 76
PARTIAL CLIENT LIST – Public Agencies
• California Dept. of Corrections, State-wide
• California Dept. of General Services, Los Angeles, Sacramento
• California Dept. of Health Services, State-wide
• California Dept. of Justice, State-wide
• California Military Dept./National Guard, State-wide
• California Public Utilities Commission – Consumer Services Division, San
Francisco
• California State Automobile Association, Northern California locations
• City of Adelanto, California
• City of Apple Valley, California
• City of Baldwin Park, California
• City of Barstow, California
• City of Bellflower, California
• City of Bell Gardens, California
• City of Costa Mesa, California
• City of Culver City, California
• City of Downey, California
• City of Duarte, California
• City of Gardena, California
• City of Hermosa Beach, California
• City of Hesperia, California
• City of Highland, California
Board Packet Page 77
• City of Huntington Park, California
• City of Indio, California
• City of Inglewood, California
• City of Lynwood, California
• City of Monterey Park, California
• City of Moreno Valley, California
• City of Mountain View, California
• City of Newport Beach, California
• City of Norwalk, California
• City of Orange, California
• City of Oxnard, California
• City of Palmdale, California
• City of Paramount, California
• City of Redondo Beach, California
• City of Rialto, California
• City of Santa Barbara, California
• City of Southgate, California
• City of Tehachapi, California
• Conejo Recreation & Park District, Thousand Oaks
• State Compensation Insurance Fund, State-wide
• University of California, Berkeley, Berkeley
• University of California, Los Angeles, Westwood
• University of California, Santa Cruz, Santa Cruz
Board Packet Page 78
PARTIAL CLIENT LIST – Special Districts
Fulton-El Camino Rec & Park District, Sacramento
Heritage Ranch Community Service District, Paso Robles
Sweetwater Authority, Chula Vista
Reclamation District 348, Stockton
Pleasant Hill Rec & Park District, Pleasant Hill
Hayward Area Rec & Park District, Hayward
Castaic Lake Water Agency, Santa Clarita
Castroville Community Service District, Castroville
Plumas Eureka Community Service District, Blairsden
Orange Cove Water District, Orange Cove
Rowland Water District, Rowland Heights
North Edwards Water District, Edwards
Greenfield County Water District, Bakersfield
Fresno Irrigation District, Fresno
Fall River Mills Community Service District, Fall River Mills
Reclamation District 800, Byron
Western Municipal Water District, Riverside
Fern Valley Water District, Idyllwild
Eastern Sierra Community Service District, Bishop
Quincy Community Service District, Quincy
San Mateo County Harbor District, South San Francisco
Rubidoux Community Service District, Riverside
Board Packet Page 79
Pine Cove Water District, Idyllwild
Semitropic Water Storage District, Wasco
Pebble Beach Community Service District, Pebble Beach
Chico Area Rec & Park District, Chico
El Dorado Community Service District, El Dorado Hills
Fallbrook Public Utility District, Fallbrook
West County Wastewater District, Richmond
Livermore Area Rec & Park District, Livermore
Goleta Sanitary District, Goleta
San Lorenzo Valley Water District, Boulder Creek
Burney Water District, Burney
Sweetwater Springs Water District, Guerneville
South Coast Water District, Laguna Niguel
Olivenhain Municipal Water District, Encinitas
Hi-Desert Water District, Yucca Valley
Nipomo Community Service District, Nipomo
Valley-Wide Rec & Park District, San Jacinto
Costa Mesa Sanitary District, Costa Mesa
Lamont Public Utility District, Lamont
Twain Harte Community Service District, Twain Harte
Pleasant Valley Recreation & Park District, Camarillo
Sanitary District #5 of Marin County, Tiburon
University of California, Berkeley, Berkeley
Board Packet Page 80
Initials: _______ Initials: ______
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AGREEMENT TO PROVIDE UTILITY BILL AUDITING SERVICE
This agreement is made by and between Utility Cost Management LLC ("UCM") and the entity signing below ("Client") as follows: 1. Applicable to Client’s Utility Accounts. Unless otherwise stated in an addendum initialed by both parties, this
Agreement will apply to all telecommunications (including voice, data, cellular, long distance, VOIP), water, sewer, garbage, gas and electricity accounts (and any related utility user taxes, other taxes, assessments, surcharges or fees) with respect to which Client: (a) is receiving utility service as of the Effective Date (as defined below), (b) has received utility service within three years prior to the Effective Date, (c) receives utility service within one year after the Effective Date, or (d) has permitted or authorized UCM to obtain a copy of the utility bill. The telecommunications, water, sewer, garbage, gas and electric accounts described in this paragraph are hereinafter collectively referred to as “Utility Accounts”. The “Effective Date”, as that term is used above, is the first day of the calendar month after both UCM and Client have signed this Agreement.
2. Client to Provide Utility Bills. On or promptly after Client’s execution of this Agreement, Client will provide UCM with a copy of at least one month’s utility bills for all of Client’s Utility Accounts.
3. UCM Authorized to Obtain Information on Utility Accounts. UCM is hereby authorized to obtain and review
information relating to the Utility Accounts. If site visits are necessary, UCM will first obtain proper authorization. 4. UCM’s Findings Letter. UCM will use its best efforts to identify the basis for any refunds, credits or Future Savings
(as defined below) on Client’s Utility Accounts. UCM will send one or more a “Findings Letters” to Client that generally sets forth the basis for any refunds, credits or Future Savings identified by UCM. UCM may, from time to time, supplement or amend the Findings Letter.
5. Steps to Obtain Refunds or Savings. UCM is authorized by Client to take steps to obtain the refunds, credits or Future
Savings identified in the Findings Letter. Such steps may include, but are not limited to, communicating, negotiating and dealing with utility providers (or, in the case of utility user taxes or other governmental charges, the appropriate government entity), and seeking relief from the California Public Utilities Commission in a complaint proceeding or other proceeding.
6. Cooperation By Client. Client will cooperate with UCM, as reasonable, in UCM’s efforts to carry out the purposes and
intent of this Agreement. Such cooperation will include, but not be limited to, providing information upon request by UCM concerning Client’s utility expenditures, utility service and operations.
7. UCM’s Compensation.
UCM’s compensation will consist of the amounts set forth in both (a) and (b) below.
(a) Refunds or Credits. If Client receives a refund or credit that was identified in the Findings Letter, then Client will pay to UCM 50% of the amount refunded or credited. The amount of the refund or credit for this purpose will include all amounts refunded or credited (including any portion attributable to interest) for any overcharges that were incurred by Client prior to the date that the overcharges no longer appeared on the Client’s utility bill. Payment of UCM’s 50% compensation is due within 30 days of the date UCM mails an invoice to Client.
(b) Future Savings. If Client obtains Future Savings that were identified in the Findings Letter, then Client will pay
UCM 50% of such Future Savings that accrue during a Three-Year Savings Period. “Future Savings” is the amount by which Client's charges on its Utility Accounts are reduced as a result of a change in the billing rate, calculation, method or procedure. Future Savings will be calculated as the difference between the amount Client was billed on its Utility Accounts during the Three-Year Savings Period, and the amount that it would have been billed on its Utility Accounts during the Three-Year Savings Period if there had been no change in its billing rate, calculation, method or procedure. The Three-Year Savings Period begins on the date that the change in the billing rate, calculation, method or procedure is first reflected on Client’s utility bill, and ends three years thereafter. UCM will
Board Packet Page 81
Initials: _______ Initials: ______
2
submit invoices periodically to Client for payment based on the Future Savings as they accrue. The invoices will verify (a) that Future Savings have actually been realized by Client, and (b) the amount of such Future Savings. Payment of UCM’s invoices is due within 30 days of the date the invoices are mailed to Client. The compensation under this subparagraph will not include compensation for Future Savings that are the result of a reduction in the amount of utility usage by Client.
(c) Client’s Prior Knowledge of Basis For Refund, Credit, or Future Savings. Client is not obligated to pay UCM
pursuant to this paragraph for any refund, credit or Future Savings received by Client for which Client had submitted to the utility provider a written claim prior to the date of UCM’s Findings Letter. However, Client is obligated to pay UCM pursuant to this paragraph whether or not Client knew of the basis for the refund, credit or Future Savings prior to the date of UCM’s Findings Letter, and whether or not Client’s receipt of the refund, credit or Future Savings was the result of steps taken by UCM or others, including attorneys.
8. Termination; Effect. This Agreement will terminate 7 days after either party faxes a written notice of termination to
the other party. Upon termination, UCM will cease all work on behalf of Client. However, if termination occurs after UCM has sent its Findings Letter to Client, then Client will remain obligated to pay UCM, pursuant to this Agreement, for any refunds, credits or Future Savings that were identified in the Findings Letter and that are thereafter obtained by Client. UCM may continue to obtain and review Client’s utility billing and other information following termination in order to periodically verify whether Client has obtained a refund, credit or Future Savings that was identified in the Findings Letter.
9. Subcontract of Telecommunications Audit. UCM may engage an outside firm (the “Subcontractor”) to perform some
or all of the following: obtain and review Client’s telecommunications accounts (Paragraph 3), identify the basis for any refunds, credits or Future Savings on such telecommunications accounts (Paragraph 4), and take steps to obtain the refunds, credits or Future Savings on such telecommunications accounts that are identified in the Findings Letter (Paragraph 5). Payment of the Subcontractor’s compensation, if any, will be the sole responsibility of UCM, and not Client. Client hereby acknowledges and consents to UCM’s engagement of a Subcontractor as described herein.
10. If Client Is Not Utility Customer. By providing a copy of any utility bill to UCM, Client is thereby agreeing that the Utility Account represented by such bill will be governed by this Agreement, regardless of whether or not Client is the Utility Customer with respect to such Utility Account. For purposes of this Agreement, the Utility Customer is the entity that (i) is named on the Utility Account as reflected by the utility bill, (ii) receives the utility service on the Utility Account, (iii) pays for or is liable for the charges on the Utility Account, or (iv) is the owner of the property at which the utility service is provided on the Utility Account. If Client is not the Utility Customer for a Utility Account then, with respect to that Utility Account, Client represents that it is signing this Agreement in its capacity as agent for the Utility Customer, and as such is authorized to legally bind the Utility Customer to the terms of this Agreement. Client further agrees that the terms of this Agreement will be equally binding on both Client and Customer, that all references in this Agreement to “Client” will also be deemed to be references to the Utility Customer, and that Client and the Utility Customer will be jointly and severally liable for payment of UCM’s compensation under this Agreement.
11. No Legal Services. Client acknowledges and understands that: (1) Only an attorney can provide legal services or advice,
(2) UCM is not an attorney or law firm, and does not and will not provide legal services or advice, (3) UCM does not and will not act as an attorney for Client or any other person, (4) Nothing in this Agreement, and no act, omission or statement by UCM, or its owners or employees, will be construed to create an attorney-client relationship between UCM and Client or any other person, (5) UCM is not subject to the California Rules of Professional Conduct, which govern the conduct of attorneys, and (6) Client should consult an attorney if it wishes to receive legal services or advice.
12. Disclosure of Information. UCM may obtain information that pertains to Client’s business, operations, or affairs,
including but not limited to its utility charges and utility usage. Client expressly authorizes UCM to use and disclose such information to others as necessary or convenient to carry out the services contemplated by this Agreement.
13. Release of Claims Against UCM. Client acknowledges and agrees that UCM has made no express or implied
representation or warranty that it will be successful in identifying or obtaining any refunds, credits, or Future Savings on Client’s Utility Accounts. Client hereby covenants not to bring any action for damages against UCM that is based upon or relates to any failure by UCM to identify or obtain refunds, credits, or Future Savings to which Client was or is entitled.
Board Packet Page 82
14. Representations Made By Client. It may become necessary for Client to make certain representations to the utility provider or other entity in order obtain refunds, credits or Future Savings identified by UCM in its Findings Letter. Client hereby warrants that any such representations made by Client will be true and correct in all respects.
15. Late Payment Penalty. If payment of any invoice is not received by UCM within 30 days of the date the invoice was
mailed, then interest on the amount owing will accrue, beginning on the 31st day after the invoice was mailed to Client, at the rate of 1% per month (prorated on a daily basis). In addition, if any payment is not received by UCM within 60 days of the date the invoice was mailed to Client, then a fee equal to 5% of the amount owing (including any accrued interest) will be imposed on the 61st day after the invoice was mailed. Interest will continue to accrue at 1% per month (prorated on a daily basis) on the entire amount due until paid in full.
16. Applicable Law. This Agreement is executed in and intended to be performed in the State of California, and the laws
of that state will govern its interpretation and effect. 17. Venue. Venue in any legal action arising from or related to this agreement will be Fresno County, California. 18. Paragraph References. A reference to a “paragraph” of this Agreement includes both the numbered paragraph, as well
the subparagraphs, if any, that are part of such paragraph. Subparagraphs are designated by lower case letters (e.g., “(a)”, “(b)”, “(c)”).
19. Severability. If any term , provision, covenant, or condition of this Agreement is held by a court of competent
jurisdiction to be invalid, void, or unenforceable, the rest of the agreement shall remain in full force and effect and shall in no way be affected, impaired or invalidated.
20. Interpretation. In construing this Agreement, no consideration shall be given to the fact or presumption that any party
had a greater or lesser hand in drafting of this Agreement. 21. Entire Agreement. This instrument contains the entire Agreement of the parties relating to the rights granted and
obligations assumed in this instrument. Any oral representations or modifications concerning this instrument shall be of no force or effect unless contained in a subsequent written modification signed by the party to be charged
22. Signor Authorized to Bind Client. The individual signing this agreement on behalf of Client hereby represents and
warrants that he/she is authorized to sign on behalf of the Client and to legally bind Client to the terms of this Agreement.
UTILITY COST MANAGEMENT LLC By:
Signature
Print Name
Title
Date
Print Client Name Above By:
Signature
Print Name
Title
Date
Initials: _______ Initials: ______
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Board Packet Page 84
VENTURA RIVER COUNTY WATER DISTRICT DATE: May 8, 2013 TO: Directors
FROM: Bert J. Rapp, P.E. General Manager
SUBJECT: WELLS, WATER PRODUCTION, USAGE, AND CONSERVATION UPDATE.
Wells
The static aquifer level at Well # 2 on May 1, 2013 was 49.6 feet below surface. The level has risen 2.0 feet since the first of last month. The aquifer is currently 25 feet below the 25 – year average for May.
Production
Well # 1 is pumping 570 GPM up 27 GPM above its pumping rate last month. Well # 2 is pumping 577 GPM down 3 GPM. Well # 3 is pumping at 339 GPM up 7 GPM from last month. Well # 4 is pumping at 842 GPM down 3 GPM from last month. Total available well production: 2,328 GPM an increase of about 28 GPM.
Supplemental Water from Casitas
This month we purchased 7,816 units at a cost of $11,294. This is an increase of 21% above last months Casitas purchases of 6,162 units. This cost was passed on to the customers as the purchased water surcharge of $0.26 per unit. The Villanova vault is serving Casitas water to Zone 5 and the 150 Cage was turned on to put the Burnham Road area onto Casitas April 25th to slow the drop in the aquifer.
Usage
Sales dollars billed on April 30, 2013 amounted to $138,751. Last year we billed $93,858 during the same period. Water sold in April 2013 amounted to 40,335 HCF, an increase of 30% above the 30,952 HCF sold during the same period in 2012, and an increase of 35% above the 29,812 HCF sold in March.
The 6 charts are enclosed to depict the rainfall, ground water status and water usage.
On April 1, 2013 Lake Casitas level was 69.9% of full capacity at elevation 535.8, 31.3 feet below spill elevation of 567.1 with storage of 177,456AF. The lake is has dropped 1 foot since last month.
Board Packet Page 85
CHART 1
‐39.4
‐43.6
‐27.1 ‐2
1.6 ‐14.4
‐34.0
‐7.8
‐29.6
‐27.6
‐11.9
‐21.0
‐18.8‐11.2
‐38.6
‐18.0
‐35.3
‐10.8
‐10.1
‐37.4
‐19.7
‐29.8
‐16.4
‐15.3
‐29.2
‐49.6
‐60.0
‐50.0
‐40.0
‐30.0
‐20.0
‐10.0
0.019
8919
9019
9119
9219
9319
9419
9519
9619
9719
9819
9920
0020
0120
0220
0320
0420
0520
0620
0720
0820
0920
1020
1120
1220
13
Dep
th below
groun
d surface
DEPTH TO GROUND WATER IN WELL #2 ON THE FIRST OF MAY
Ground Surface
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CHART # 2
-100.0
-90.0
-80.0
-70.0
-60.0
-50.0
-40.0
-30.0
-20.0
-10.0
0.0Ja
n
Feb
Mar
Apr
May Jun
Jul
Aug
Sept
Oct
Nov Dec
LEVE
L B
ELO
W R
EFER
ENC
E
WATER LEVEL HYDROGRAPH
AQUIFER LEVEL BELOW REFERENCE VRCWD WELL # 2 FIRST DAY OF MONTH25 Yr AVG Aquifer Full 1990 2011 2012
2013 Apr Trigger Purchase Wtr Elev Well #2 Shut Off Well #4 Shut Off
2013
2012
April 1st Trigger Elevation ‐32ft
1990
Well #4 shut off
Ground Elevation = 558.5
Well #2 shut off ‐63ft
Board Packet Page 87
CHART # 3
0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
VRCWD WELL PUMPING COMPARISON IN HUNDRED CUBIC FEET-ALL WELLS2008 2009 2010 2011 2012 2013
2013
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0
10
20
30
40
50
60
Rain Year Total(2013 = as of May 1st)
Board Packet Page 89
-20
-30
-40
-60
-210
-100
-90
-80
-10
0
-200
-190
-180
-110
-70
VENTURA RIVER COUNTY WATER DISTRICT
CURRENT GROUND WATER LEVEL
AS OF: May 1, 2013
-50
Well Head
Ground Level Aquifer Full Level - 12.0 Feet
Static Water Level, May 1, 2013 - 49.6 Feet
Pump Suction
Critical Static Level
Water Storage Tank
Pumping Level
Definitions
Static Level: is the level of water in the well when no water is being taken
(pumped) from the well.
Pumping Level: is the level of water in the well during pumping.
Critical Satic Level: is the level where our wells can no longer pump water and we must swith to water from Lake Casitas.
April 1st Trigger Level: When the aquifer is at or below this level on April 1st the
aquifer will reach the Critical Static Level before it rains again.
Rainfall
AVERAGE ANNUAL FAINFALL - 24"RAINFALL SINCE OCTOBER 1, 2012
8.4"
AVERAGE RAINFALL SINCE OCTOBER 1ST
23.5"
Average May 1st Static Water Level - 24.7 Feet
Purchase Water Elevation -55 feet
April 1st Trigger Level -32 feet
Board Packet Page 90
0
10
20
30
40
50
60
Rain Year Total(2013 = as of May 1st)
Board Packet Page 91