Orange County Water District

Transcription

1 Orange County Water District Budget Report FY

2 Budget Report Fiscal Year Board of Directors Philip Anthony 1st Vice President Denis Bilodeau President Shawn Dewane 2nd Vice President Cathy Green Dina Nguyen Vicente Sarmiento Stephen Sheldon James Vanderbilt Bruce Whitaker Roger Yoh Michael R. Markus, P.E. General Manager

3 Table of Contents ORANGE COUNTY WATER DISTRICT BUDGET REPORT FISCAL YEAR OCWD HISTORY AND CHARACTER SECTION 1 - GENERAL MANAGER S MESSAGE SECTION 2 - SUMMARIES COMBINED SUMMARY SOURCES AND USES OF FUNDS GENERAL FUND BUDGET SUMMARY GENERAL FUND BUDGET COMPARISON DISTRICT MEMBERSHIPS OCWD STAFFING HISTORY KEY FINANCIAL METRICS SECTION 3 - OPERATIONS AND COST CENTER DESCRIPTIONS OCWD ORGANIZATIONAL STRUCTURE COST CENTER PROFILES SECTION 4 - DEBT SERVICE SECTION 5 - OTHER POST EMPLOYMENT BENEFITS SECTION 6 - WATER PURCHASE SECTION 7 - BASIN EQUITY ASSESSMENT SECTION 8 - CAPITAL IMPROVEMENT PROGRAM SECTION 9 - NEW EQUIPMENT (FIXED ASSETS) SUMMARY NEW EQUIPMENT BUDGET FUNDED BY OPERATING REVENUES SECTION 10 - REPLACEMENT AND REFURBISHMENT SECTION 11 - COST CENTER DETAIL GENERAL FUND BUDGET COST CENTER DETAIL ACRONYMS AND ABBREVIATIONS FY Budget Report

4 ORANGE COUNTY WATER DISTRICT HISTORY AND CHARACTER The District receives an average of only 13 to 15 inches of rainfall annually, yet sustains a population of approximately 2.5 million people. The residents and businesses within the District have two primary sources of drinking water. One source is a natural underground reservoir, called the Orange County groundwater basin. The other source, referred to as imported water, comes from Colorado through the Colorado River Aqueduct and from the Sacramento/San Joaquin Delta in Northern California through the State Water Project. The groundwater basin was used by early settlers to supplement flows from the Santa Ana River. As the area developed into a thriving agricultural center, the increased demand upon the subsurface water by the county s many wells resulted in a gradual lowering of the water table. In response, the Orange County Water District was formed in 1933 by a special act of the California State Legislature. OCWD manages the groundwater basin that underlies the northwest half of the county, supplying a significant percentage of the District s total water demand. The remaining demand is obtained through the Colorado River Aqueduct and State Water Project via the Metropolitan Water District of Southern California and the Municipal Water District of Orange County. DISTRICT VITAL STATISTICS Date of Enactment: 1933 Form of Government: Special District of the State of California Area (square miles): 381 Employees (full-time equivalent): Major Groundwater Producing Agencies: Anaheim, City of Buena Park, City of East Fountain Valley, City of Fullerton, City of Garden Grove, City of Golden State Water Company Huntington Beach, City of Irvine Ranch Water District La Palma, City of Mesa Water District Newport Beach, City of Orange, City of Santa Ana, City of Seal Beach, City of Serrano Water District Tustin, City of Westminster, City of Yorba Linda Water District

5 Section 1 General Manager s Message

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7 Board of Directors March 7, 2018 Page 2 of 8 A two percent cost of living adjustment and three percent merit increase based upon employee performance have been budgeted. Budgeted full time employee headcount maintained at 220½. The groundwater basin s projected June 30, 2018 accumulated overdraft is estimated at approximately 287,000 acre-feet (af) and is expected to reduce by approximately 6,000 af to 281,000 af by end of the fiscal year. ITEM Water Budget Capital Project PAYGO Fund Table 1 PROPOSED CHANGES TO DRAFT FY BUDGET ADDITION NOTES (REDUCTION) $4,517,500 Payment to Metropolitan water district for 6500 acer-feet of water received during fiscal year $(2,500,000) Deferment of Prado sediment management demonstration project. $(4,000,000) Lower the PAYGO contribution from $8 million to $4 million. The recommended budget would require an increase in the Replenishment Assessment (RA) to $462 per acre-foot for FY from the current year s RA of $445. Table 1A provides a summary of the proposed budget: Table 1A PROPOSED BUDGET EXPENDITURES BUDGETED FY ($ MILLIONS) PROPOSED FY ($ MILLIONS) General Fund Debt Service Water Purchases New Equipment Capital Improvement Program Refurbishment and Replacement Expenditures Retiree Health Insurance Trust Total $204.4 $239.7

8 Board of Directors March 7, 2018 Page 3 of 8 BUDGET DETAILS The strives to improve the efficiency of all aspects of its operations in its continuing efforts to increase the water quality and reliability of Orange County s local water resources at the lowest possible cost. The FY budget reflects the wide range of programs necessary to accomplish the District's primary mission of proactively managing the Orange County groundwater basin. The following sections provide highlights of the budget. EXPENDITURES GENERAL FUND BUDGET - $69.9 MILLION The District has 21 cost centers and their proposed activities for the year are provided in detail in later sections of this document. The District continually attempts to minimize increases to the General Fund by taking actions such as limiting administrative personnel, reviewing operations, maximizing outside funding opportunities, and reviewing all vacant positions before they are refilled. The General Fund budget contains the expenses of operating a number of facilities including: The GWRS Advanced Water Purification Facility Green Acres Project (GAP) Talbert seawater barrier injection facilities Water quality monitoring well maintenance and sampling Laboratory Recharge operations in Anaheim and Orange Alamitos seawater barrier injection facilities Prado Wetlands and water conservation programs The District s total salary and benefit costs are projected to be $34.9 million, which is allocated as follows: $34.5 million to the General Fund and $0.4 million to capital projects. As described in the Work Plans, the budget proposes a headcount of 220½. WATER PURCHASE BUDGET - $61.6 MILLION The proposed water budget calls for purchasing 65,000 acre-feet of MWD untreated full service water. Additionally the District would pay for 13,000 acrefeet of in-lieu water that was received in FY under the MWD Cyclic Program. The total water budget is $61.6 million. Any money not spent in the annual water budget would remain in the water reserve fund. The basin s

9 Board of Directors March 7, 2018 Page 4 of 8 accumulated overdraft is estimated to be 287,000 acre-feet as of June 30, Debt Service Budget - $36.9 Million The District will have more than $593 million in outstanding debt at the start of the budget year. This year s total debt service budget will be $36.9 million, comprised of $8.14 million of fixed rate debt, $3.58 million of variable rate debt, $1.27 million of swap payments, $18.03 million in SRF debt payments, $4.93 million of commercial paper debt and $0.96 million for debt administration. Variable rate debt interest cost has been budgeted at 2.75 percent. The District holds very high credit ratings of AAA from Standard & Poor s and Fitch along with an Aa1 rating from Moody s. The ratings assigned by these three agencies have a direct impact on the District s ratepayers. The District s high credit ratings translate into lower annual interest payments and reduced letter of credit fees on its variable rate debt and commercial paper. RETIREE HEALTH INSURANCE TRUST FUND - $1.3 MILLION The District conducted a biennial actuarial study in 2015 to determine the estimated accrued liability of providing the retiree medical benefit which is $16.2 million. The annual cost to fund this liability (Annual Required Contribution or ARC) was estimated in the report at $1.3 million. At the end of FY , the trust fund is expected to have a value of approximately $10.4 million. The recommended FY budget includes $1.3 million to continue fully funding the District s ARC. This cost is also referred to as Other Post Employment Benefits (OPEB). Replacement and Refurbishment (R&R) Fund Budget - $22.6 Million The District has over one billion in existing plant and equipment. These facilities annually depreciate and require replacement and refurbishment to maintain their capabilities. In October 1998, the District formally established an R&R Fund. In 2004 the R&R program was downsized to only include infrastructure type assets. The amount of money annually transferred into the R&R program was reduced from $4.5 million to $2.8 million with this change. The annual transfer amount has been growing by seven percent annually to provide sufficient funds to meet future expected R&R expenditures. The annual contribution also increased by $4.5 million with the construction of the GWR System. The total contribution in FY would be $16.7 million. The R&R program and model was formally reviewed and updated in Actual expenditures from the fund vary significantly each year depending upon which District assets have reached the end of their useful life and need to be replaced or which assets can have their lives extended by refurbishing them. In FY , the proposed R&R expenditures are $22.6 million.

10 Board of Directors March 7, 2018 Page 5 of 8 The R&R Program Fund balance is expected to decrease from $59.2 million on June 30, 2018 to $53.3 million on June 30, Capital Projects Budget - $47.1 Million The District prepares a multi-year CIP budget to support its mission. The CIP budget spans five years and provides expected capital expenditures over the 5-year period. The CIP budget is comprised of eleven projects totaling $47.1 million in FY These projects are funded through long-term debt, grants and the District will be funding $4 million of the CIP budget with RA revenue or current revenue (PAYGO) rather than borrowed funds. Details of the CIP are provided in Section 8 of the budget book. The projects are necessary to: Support basin production by increasing recharge capacity and operational flexibility. Protect the coastal portion of the basin. The CIP program and the capitalization of expenditures comply with the adopted District policy in October 2000, which: (1) defines the types of expenditures that can be capitalized; and (2) uses long-term debt to fund the projects. Each project included in the CIP must be individually reviewed and approved by the Board prior to design and construction. NEW CAPITAL EQUIPMENT ITEMS - $0.3 MILLION This budget includes small equipment items such as laboratory equipment, machines, tools, automobiles, computers and software, pumps, equipment, etc. These items are funded using current revenues. A detailed list of these items is provided in Section 9 of this document. REVENUES ASSESSMENTS - $148.7 MILLION RA; $1.8 MILLION BASIN EQUITY ASSESSMENT All water pumped out of the groundwater basin will be assessed the RA on a dollar per acre-foot basis of $462. The RA is expected to generate $148.7 million in revenue for FY based on 322,300 acre-feet of total anticipated basin production at a 77 percent BPP. The Basin Equity Assessment (BEA) rate is calculated for each Producer based on the treated full service MWD water rate and each Producer s individual energy cost to pump groundwater. The BEA is assessed annually in September for all groundwater production above the BPP. For FY , $1.8 million of BEA revenue is expected to be received.

11 Board of Directors March 7, 2018 Page 6 of 8 AD VALOREM PROPERTY TAXES $25.4 MILLION The District expects to receive approximately $25.4 million in property taxes collected within the service area. The County of Orange assesses and collects the taxes and transfers them to the District at various times during the year. This revenue source is dedicated to the District s debt service expenditure. INVESTMENT REVENUE $1.5 MILLION The District s cash reserves generate investment revenues. The majority of cash reserves are invested in short-term securities. Investment revenues have been estimated at $1.2 million for the General Fund. Approximately $0.2 million of the investment revenues are generated by and for the R&R program, another $0.1 million of the investment revenues are generated by and for the PAYGO/CIP program. MISCELLANEOUS REVENUES $13.6 MILLION MISCELLANEOUS REVENUES ARE COMPRISED OF NUMEROUS ITEMS INCLUDING: Water sales from the GAP GWRS MWD LRP Subsidy Annexation fees Producer well loan repayments Rents & leases Other minor misc. items TOTAL $1.5 M $7.9 M $2.3 M $0.4 M $1.2 M $0.3 M $13.6 M RESERVES The District maintains cash reserves to ensure its financial integrity so that the groundwater basin can be successfully managed and protected. Cash reserves ensure that: The District has sufficient funds for cash flow purposes. Funds are available for unexpected events such as contamination issues. Funds are available to make necessary replacements and refurbishments to the District s infrastructure. The District has access to debt programs with very low interest cost.

12 Board of Directors March 7, 2018 Page 7 of 8 A financial hedge is in place to balance the amount of outstanding variable rate debt the District has issued in case interest rates rise. The District has developed policies which result in the establishment of the reserve and operating fund levels shown in Table 2. The net effect of the proposed budget would be an increase of $0.7 million to total District reserves with $5.7 million decrease in the Replacement and Refurbishment fund, an increase of $3.6 million in the Operating Reserve fund, and a $2.8 million increase in the Operating fund. Table 2 Operating Reserves Levels Beginning Projected Year-end Projected Year-end Reserve FY17-18 ($/million) FY ($/million) FY ($/million) R&R Fund Toxic Cleanup Reserve Fund Contingencies Reserve Fund SRF Loan Reserve Fund Water Reserve Fund Paygo Fund Operating Reserve Fund (15% of operating budget) Sub-total Operating Fund Operating Fund TOTAL COST CUTTING EFFORTS Staff has been and will continue to work to reduce District costs to minimize rate increases. Recent examples of cost cutting efforts include: Locked in low electricity cost with power supplier via Direct Access. Utilize interns more to avoid hiring fulltime employees. The District continues negotiating payment term discounts with vendors. Extended the life of membranes from 5 to 7 years.

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14 Section 2 Summaries Combined Summary Sources and Uses of Funds General Fund Budget Summary General Fund Budget Comparison District Memberships OCWD Staffing History Key Financial Metrics

15 Section 2 Summaries Combined Summary Fiscal Year Revenues Property Taxes $ 25,400,000 Replenishment Assessment $ 148,687,347 Basin Equity Assessment $ 1,750,000 Facility Revenue from Other Agencies (GAP & GWRS LRP) $ 9,392,280 Project Reimbursement Revenue $ 10,269,095 Investment Revenues $ 1,500,000 Rent, Royalties and Others $ 4,257,778 Appropriation from R&R reserves $ 5,710,465 Draw from Construction Fund/SRFLoans $ 32,694,905 Total Revenues/Others $ 239,661,870 Appropriations General Fund $ 69,916,000 New Equipment $ 272,500 Water Purchases $ 61,574,002 Retiree Health Trust $ 1,303,931 Debt Service $ 36,901,837 Capital Projects (Debt & PAYGO funded) $ 47,089,000 R&R Fund Expenditures $ 22,604,600 Total Appropriations $ 239,661, FY Budget Report

16 Section 2 Summaries Sources and Uses of Funds Fiscal Year Uses Total Replenishment Assessment Basin Equity Assessment Taxes Conjunctive Use Program GAP Revenues & LRP (GWR/GAP) Sources Investment Revenue Rent & Others Reserve Fund Drawdown Project Reimbursement Debt Proceeds Total General Fund $ 69,916,000 $ 55,523,720 $ 9,392,280 $ 1,200,000 $ 3,800,000 $ 69,916,000 New Equipment $ 272,500 $ 272,500 $ 272,500 Water Purchases $ 61,574,002 $ 59,824,002 $ 1,750,000 $ 61,574,002 Debt Service $ 36,901,837 $ 11,044,059 $ 25,400,000 $ 457,778 $ 36,901,837 Retiree Health Trust $ 1,303,931 $ 1,303,931 $ 1,303,931 Capital Projects (Debt & PAYGO funded) $ 47,089,000 $ 4,000,000 $ 125,000 $ 10,269,095 $ 32,694,905 $ 47,089,000 R&R Fund Expenditures $ 22,604,600 $ 16,719,135 $ 175,000 $ 5,710,465 $ 22,604,600 $ 239,661,870 $ 148,687,347 $ 1,750,000 $ 25,400,000 $ - $ 9,392,280 $ 1,500,000 $ 4,257,778 $ 5,710,465 $ 10,269,095 $ 32,694,905 $ 239,661, FY Budget Report

17 Section 2 Summaries Cost Center # Cost Center General Fund Budget Summary Fiscal Year Salaries & Benefits Services & Supplies FY Proposed Budget 1010 General Manager s Office 793,900 1,718,119 2,512, Public Affairs 1,128, ,000 1,980, Information Services 1,680, ,000 2,596, Board Administration 978, ,340 1,194, Purchasing 721,661 36, , Finance 1,924, ,800 2,054, Human Resources 882, ,300 1,126, Safety & Risk Management 364,133 1,190,100 1,554, Water Quality 1,606, ,100 1,947, Laboratory 4,248,410 1,460,800 5,709, Research & Development 1,335, ,770 1,581, Planning and Watershed Management 879, ,100 1,738, Local Resources 273,548 53, , Regulatory Affairs 618, , , Water Production/GWR System 10,022,452 21,416,687 31,439, Recharge Operations 2,638,913 1,552,890 4,191, Wetland Operations 495, , , Property Management 117, , , Engineering 992, ,200 1,108, Hydrogeology 2,103,291 2,726,900 4,830, Natural Resources 680, ,653 1,459,577 Total (Rounded) $ 34,489,000 $ 35,428,000 $ 69,916, FY Budget Report

18 Section 2 Summaries Cost Center # Cost Center General Fund Budget Comparison Fiscal Year FY Proposed Budget FY Budget Difference Over(Under) % Increased or (Decreased) 1010 General Manager s Office 2,512,019 2,570,820 (58,801) -2.29% 1012 Public Affairs 1,980,503 1,918,702 61, % 1016 Information Services 2,596,650 2,484, , % 1018 Board Administration 1,194,110 1,187,444 6, % 1022 Purchasing 758, ,839 22, % 1024 Finance 2,054,723 1,994,255 60, % 1030 Human Resources 1,126, , , % 1034 Safety & Risk Management 1,554,233 1,363, , % 1036 Water Quality 1,947,780 2,197,989 (250,209) % 1038 Laboratory 5,709,210 5,425, , % 1040 Research & Development 1,581,903 1,392, , % 1044 Planning & Watershed Management 1,738,289 1,408, , % 1045 Local Resources 326, ,841 (38,043) % 1046 Regulatory Affairs 834, ,838 92, % 1050 Water Production/GWR System 31,439,139 31,083, , % 1060 Recharge Operations 4,191,803 3,990, , % 1062 Wetland Operations 722, ,803 (4,108) -0.57% 1069 Property Management 248, ,775 4, % 1070 Engineering 1,108, , , % 1075 Hydrogeology 4,830,191 3,222,431 1,607, % 1080 Natural Resources 1,459,577 1,249, , % Total (rounded) $ 69,916,000 $ 66,093,000 $ 3,823, % 2-4 FY Budget Report

19 Section 2 Summaries DISTRICT MEMBERSHIPS FISCAL YEAR ORGANIZATION AMOUNT AMERICAN GROUNDWATER TRUST 500 AMERICAN MEMBRANE TECHNOLOGY ASSOCIATION 825 AMERICAN WATER WORKS ASSOCIATION (AWWA) 1,700 ASSOCIATION OF CALIFORNIA CITIES - ORANGE COUNTY (ACC-OC) 5,000 ASSOCIATION OF CALIFORNIA WATER AGENCIES (ACWA) 33,000 ASSOCIATION OF METROPOLITON WATER AGENCIES (AMWA) 18,600 BUILDING INDUSTRY ASSOCIATION OF SOUTHERN CALIFORNIA 650 CAL DESAL 5,000 CAL STATE FULLERTON DEMOGRAPHICS 4 x $11,761 47,044 CALIFORNIA SPECIAL DISTRICTS ASSOCIATION (CSDA) 6,900 CALIFORNIA GROUNDWATER COALITION 9,500 CHAMBERS OF COMMERCE 5,000 GROUNDWATER GUARDIAN 2,500 GROUNDWATER FOUNDATION 100 GROUNDWATER RESOURCES ASSOCIATION (GRA) 200 INDEPENDENT SPECIAL DISTRICTS ASSOCIATION (ISDOC) 250 INTERNATIONAL UV ASSOCIATION 250 PROFESSIONAL MEMBERSHIPS (ASCE & WEF) 650 REGIONAL STORMWATER TASK FORCE 1,000 SANTA ANA RIVER FLOOD PROTECTION AGENCY (SARFPA) 1,300 SOUTHERN CALIFORNIA ALLIANCE OF PUBLICLY OWNED TREATMENT WORKS 3,000 SOUTHERN CALIFORNIA SALINITY COALITION (NWRI) 10,000 SOUTHERN CALIFORNIA WATER COMMITTEE 5,000 SOUTHWEST MEMBRANE OPERATORS ASSOCIATION 300 UTILITY BRANDING NETWORK 5,000 WATER ADVISORY COMMITTEE OF ORANGE COUNTY (WACO) 100 WATER EDUCATION FOUNDATION 5,500 WATER RESEARCH FOUNDATION 100,000 WATEREUSE ASSOCIATION 10,200 WATER ENVIRONMENT & REUSE FOUNDATION 35,000 TOTAL 314, FY Budget Report

20 Section 2 Summaries OCWD Headcount Cost Center FY13-14 FY14-15 FY15-16 FY16-17 FY17-18 Proposed FY18-19 General Manager s Office Public Affairs Information Services Board Administration Purchasing Finance Human Resources Safety & Risk Management Water Quality Laboratory Research & Development Planning & Watershed Management Local Resources Regulatory Affairs Water Production/GWR System Recharge Operations Wetland Operations Property Management Engineering Hydrogeology Natural Resources OCWD Headcount FY Budget Report

21 Section 2 Summaries ORANGE COUNTY WATER DISTRICT KEY FINANCIAL METRICS JUNE 30, 2015 THROUGH JUNE 30, Budget 2019 Budget TOTAL CASH AND INVESTMENTS (UNRESTRICTED) $ 151,992,498 $ 134,629,610 $ 145,547,170 $ 151,100,000 $ 151,800,000 TOTAL OPERATING EXP. AND DEBT SVE FROM BELOW 86,525,901 86,441,969 99,752, ,347, ,121,768 DAYS CASH IN HAND RATIO COVERAGE RATIO: Replenishment assessments $ 89,137,337 $ 88,464,250 $ 120,120,803 $ 134,287,529 $ 148,687,347 CUP revenue 3,340,270 3,085,226 41, Reclaimed water revenue 10,656,131 10,699,470 10,606,006 10,100,000 9,392,280 Property tax 22,924,595 24,198,690 25,432,803 24,200,000 25,400,000 Legal settlement revenue 4,222, , , Rental income, net of expenses 1,214, ,796 1,153, , ,711 Investment revenue 1,745,947 1,524,348 1,402,267 1,450,000 1,500,000 Other revenues 1,442,484 2,448,558 2,978,286 3,390,862 3,321,067 Total YTD revenues 134,683, ,106, ,426, ,384, ,237,405 Budgeted annual revenue less YTD revenue Operating expenses including litigation expenses $ 62,260,205 65,811,722 68,672,269 67,396,931 71,219,931 Operating expenses budgeted for the rest of the FY Total Expenditures 62,260,205 65,811,722 68,672,269 67,396,931 71,219,931 Net revenues 72,423,773 66,294,615 93,753, ,987, ,017,474 Annual debt service 24,265,696 20,630,247 31,080,340 35,950,997 36,901,837 ALL-IN ADS COVERAGE RATIO FY Budget Report

22 Section 3 Operations and Cost Center Descriptions Organizational Structure Cost Center Profiles

23 SECTION 3 TABLE OF CONTENTS OPERATIONS AND COST CENTER DESCRIPTIONS TABLE OF CONTENTS OCWD ORGANIZATIONAL STRUCTURE PAGE COST CENTER PROFILES: GENERAL MANAGER OFFICE OF THE GENERAL MANAGER PUBLIC AFFAIRS ENGINEERING & LOCAL RESOURCES BOARD ADMINISTRATION LOCAL RESOURCES HUMAN RESOURCES SAFETY & RISK MANAGEMENT ENGINEERING INFORMATION SERVICES PROPERTY MANAGEMENT PLANNING & NATURAL RESOURCES PLANNING & WATERSHED MANAGEMENT NATURAL RESOURCES FINANCE FINANCE PURCHASING WATER QUALITY WATER QUALITY ADVANCED WATER QUALITY ASSURANCE LABORATORY RESEARCH & DEVELOPMENT HYDROGEOLOGY REGULATORY AFFAIRS OPERATIONS WETLANDS OPERATIONS WATER PRODUCTION RECHARGE OPERATIONS FY Budget Report

24 SECTION 3 TABLE OF CONTENTS This page intentionally left blank FY Budget Report

25 OCWD Organizational Structure Board of Directors General Counsel Mike Markus General Manager Mike Wehner Assistant General Manager John Kennedy Executive Director Engineering & Local Resources Bill Dunivin Executive Director Operations Jason Dadakis Executive Director Water Quality & Technical Resources Greg Woodside Executive Director Planning and Natural Resources Randy Fick Treasurer/CFO Janice Durant District Secretary Local Resources Mehul Patel GWRS/Water Production William Hunt Special Projects Regulatory Affairs Roy Herndon Hydrogeology Planning Vishav Sharma Finance Eleanor Torres Public Affairs Stephanie. Dosier Human Resources/ Risk & Safety Scott Nygren Recharge Operations Lee Yoo Laboratory Dick Zembal Natural Resources Melissa Ochoa Accounting Chris Olsen Engineering Scott Nygren Wetland Operations Patrick Versluis Water Quality Bonnie Howard Purchasing Bruce Dosier IS/Property Management Megan Plumlee Research & Development

26 OFFICE OF THE GENERAL MANAGER OFFICE OF THE GENERAL MANAGER Summary Information Existing Staff 3 FTEs 1 General Manager 1 Executive Assistant 1 Director of Special Projects Mission Implement the policies of the Board of Directors. Key issues for FY Continue work on the Prado Basin CA feasibility study to increase water conservation at Prado Dam to elevation 505 year-round Continue to provide analysis for the proposed Huntington Beach Desalination project Completion of the final design of the Groundwater Replenishment System (GWRS Final Expansion) Continued implementation of the clean-up strategies for the North & South Basin Groundwater Protection projects Secure funding for capital projects through State or Federal programs 3-1 FY Work Plan

27 OFFICE OF THE GENERAL MANAGER Account Information FY FY FY Actual Budget Proposed Budget Salaries and Benefits 1,049, , ,900 Services and Supplies 1,707,031 1,578,360 1,718,119 Total $2,756,201 $2,570,820 $2,512,019 I II III FY Major New Initiatives/Programs With Board approval, commence strategic planning workshops with Directors and staff on major initiatives for the next five years. Core Activities The General Manager s Office is charged with directing the activities of full time employees in their efforts to manage and protect the Orange County groundwater basin, which supplies the majority of the water used by 2.5 million people living in northern Orange County. Core activities include: Implementing and communicating the policies of the Board of Directors Supporting and preparing for Board and Committee meetings Managing organizational issues Managing outside legal services Coordinating legislative activities Providing external communications Coordinating with the Groundwater Producers Participation in WateReuse CA and the WateReuse Association to help support District initiatives and policy development for indirect and direct potable reuse Attending Santa Ana Water Project Authority (SAWPA) meetings and engaging the member agencies general managers in upper Santa Ana watershed activities Coordination with the Municipal Water District of Orange County (MWDOC) on Metropolitan Water District of Southern California (MWD) issues Non-Core Activities Numerous requests for presentations and tours of District facilities 3-2 FY Work Plan

28 OFFICE OF THE GENERAL MANAGER IV Group Goals for FY Lawsuits Actively manage and pursue legal actions and settlements regarding: MTBE litigation North Basin Groundwater Protection Project South Basin Groundwater Protection Project Irvine Ranch Water District litigation Legislation - Advocate for the District s legislative interests at the federal, state, and local levels. Actively monitor and aggressively support/oppose legislation impacting the District s operations as necessary. Federal: Work with the Army Corps of Engineers (ACOE) to pursue additional water conservation, develop a sediment removal project behind Prado Dam and study Forecast Informed Reservoir Operations (FIRO) as a tool for water conservation. Work with the Environmental Protection Agency to secure additional State Revolving Funds for California and support an National Priorities List (NPL) listing for the North Basin Groundwater Protection Project. Continue working with federal legislators to secure funding for District projects and visit legislators and legislators staff in Washington D.C. State: Work with Association of California Water Agencies (ACWA), SAWPA, California Special Districts Association (CSDA), WateReuse CA, and others to: monitor potential legislation concerning water quality, prevent shifting property tax revenue, and oppose legislating local issues; support good governance measures; monitor and apply for infrastructure/resources bond funding opportunities; monitor State Regional Board movement to change recycled water policy; and monitor and take positions on legislation of importance to the District; and visit legislators and legislators staff in Sacramento. Local: Work with local agencies, organizations, (including the Orange County Business Council [OCBC],Orange County Association of California Cities [ACC-OC] and Orange County Council of Government [OCCOG]), elected officials and their staff members to protect the District s interests and operations. Meet with county supervisors and local city councilmembers. GWRS Operation Achieve production of 103,000 acre-feet Organizational Work to improve recruitment and retention of employees Metropolitan Water District of Southern California (MWD) Actively participate in development of new policies dealing with groundwater issues which should include an establishment of a permanent in-lieu program, a change in the Water Supply Allocation Plan to allow groundwater purchases to be included, determine terms for early termination of the Conjunctive Use Program and change in policy 3-3 FY Work Plan

29 OFFICE OF THE GENERAL MANAGER to allow pumping of non-mwd potable supplies to be pumped into MWD pipelines. Grant Funding Actively pursue any source of grant funding for selected projects V Pending Activities Active participation in WateReuse CA, WateReuse Association, The Water Research Foundation and ACWA Actively pursue operational efficiencies and explore additional opportunities for supply to the groundwater basin Continue to develop relationships with both SAWPA and non-sawpa upper Santa Ana River watershed agencies VI Staff Addition Needed for FY None VII Future Issues None 3-4 FY Work Plan

30 PUBLIC AFFAIRS PUBLIC AFFAIRS Summary Information Existing Staff 7 FTEs 1 Director of Public Affairs 1 Legislative Affairs Liaison 1 Principal Communications Specialist 2 Senior Communications Specialist 1 Community Outreach & Education Coordinator 1 Senior Administrative Support Specialist Mission To demonstrate OCWD s value to community stakeholders; to inform stakeholders about District projects and highlight programs, projects and achievements that demonstrate the District s commitments to water quality, water supply and reliability, sound financial management, industry leadership and innovation, sound planning, transparency and environmental stewardship; provide communications support for OCWD Board, General Manager and staff; and, forge and maintain relationships and partnerships with Producers, elected officials, related professional membership associations, key community organizations, media, and other stakeholders. 3-5 FY Work Plan

31 PUBLIC AFFAIRS Key Issues for FY National Contingency Plan and groundwater cleanup communications 85 th Anniversary of OCWD Implementing the board-adopted legislative strategy Water bond and other funding for District projects Prado Basin Feasibility Study Continued marketing of bottled GWRS water and 10-year anniversary of the GWRS Implementation of Next Generation Water Leaders program Crisis communications Exploration of desalination and GWRS final expansion Social media engagement Rebrand of Children s Water Education Festival Account Information FY FY FY Actual Budget Proposed Budget Salaries and Benefits 945,126 1,047,578 1,128,503 Services and Supplies 771, , ,000 Total $1,716,338 $1,918,702 $1,980,503 I FY MAJOR NEW INITIATIVES/PROGRAMS Assess the Next Generation Water Leaders program and adjust as needed. Seek funding and start design for a wildlife and watershed exhibit featuring the District s collection of taxidermy. Work with legislators, legal counsel and legislative consultants to secure and maintain support for District groundwater contamination clean-up projects and other District projects. Produce regular communications regarding District groundwater cleanup efforts. OCWD innovations video series and communications that highlight R&D. Assist planning in submitting funding applications and securing support for water bond and other funding opportunities. Provide support as needed for ocean desalination exploration. Provide support as needed for the GWRS final expansion. Increase social media engagement. Create new crisis communications plan integrating social media. Awards submittals for the bottling of GWRS water and 10-year anniversary commemoration. 3-6 FY Work Plan

32 PUBLIC AFFAIRS II CORE ACTIVITIES Continue to build awareness and support for OCWD s programs and projects by communicating to key elected officials, community leaders, stakeholders, businesses, environmental groups, etc. Manage editorial calendars for websites, social media and publications to keep information timely. Work with state and federal elected regarding groundwater contamination remediation and other priorities. Continue to advocate for Prado Basin Feasibility Study. Market and maintain Water Hero Program. Create and implement a legislative platform. Continue to increase social media presence through GWRS bottled water campaign and tour program. Continue proactive media relations program, including distributing press releases, contacting and meeting with new local reporters, coordinating media tours and monitoring news media. Distribute weekly Water Lines media feed and produce monthly Hydrospectives newsletter. Continue to survey 25-35% of tour guests; Surveys are part of water reuse global research projects. Continue construction outreach provide support to all departments doing new and/or regular maintenance projects. Apply for grants for Children's Water Education Festival, H2O Learning Center, Water Hero, and Tour Program. Continue to assist other departments in applying for grants involving construction, studies, water capture, water quality, etc. Video production and graphics for corporate digital and print collateral. Organize District photo, video and graphics library with high definition images. Work with WateReuse Research Foundation and Association to advance Direct Potable Reuse. 12th Annual Water Summit. Continue to produce monthly press releases and guest columns. Award submittals. Review monthly committee write-ups for communications opportunities. Plan monthly WACO meetings. Continue to participate in and lead various water associations working groups/committees (ACWA, WRA, CSDA, ISDOC, SAWPA, etc.). Maintain and update hallway interactive displays and videos as needed. 3-7 FY Work Plan

33 PUBLIC AFFAIRS Conduct annual Groundwater Adventure Tour of OCWD facilities for groundwater producers, general managers, elected and community members. Work with city councils, city managers and water boards to be more informed and supportive of OCWD s commitments, goals and objectives. Assist OCWD Board members in their communication efforts with their stakeholders. Improve communications for and between OCWD Public Affairs Department and groundwater producers public information representatives to generate a positive, mutually beneficial relationship and increase clarity of wholesaler/retailer messages. Be responsive to needs of community neighbors impacted by OCWD construction, operations or projects, so that they understand the need for the work and so that impacts are mitigated as much as possible. Ensure OCWD s innovations are noted in trade publications by developing relationships with key trade press. Keep elected officials and their staff members up-to-date and supportive of OCWD issues and needs. Build recognition, trust and awareness of OCWD in leading community organizations. Continue to support communication efforts of other OCWD departments including water quality and emerging contaminants outreach, legislative support, and water rights. Inform stakeholders about District projects and highlight programs, projects and achievements that demonstrate the District's commitments to water quality, water supply and reliability, sound financial management, industry leadership and innovation, and environmental stewardship. Provide communications support to OCWD Board, General Manager, and staff. Communicate effectively, both internally and externally, about OCWD and its mission. Forge and maintain relationships and partnerships with Producers, elected officials, related professional membership associations, businesses, key community organizations, environmental groups, media and other stakeholders. Additional functions and key tasks include crisis management, marketing, media relations, community relations, reputation management, outreach and education. Other related activities. III NON-CORE ACTIVITIES Support of outside water industry agencies (American Water Works Association Research Foundation [AWWARF], WateReuse, the Clean Water 3-8 FY Work Plan

34 PUBLIC AFFAIRS Alliance, Water Environment Research Foundation, ACWA, National Water Research Institute [NWRI], etc.) for research support, conference support, etc. IV GROUP GOALS FOR FY Reach new audiences and strengthen and build upon existing relationships. Demonstrate value/importance of OCWD groundwater management to cities, producers, policy makers, media, residents, and businesses. Secure legislative, business and community trust and support for District projects. Set OCWD apart from other special districts. Continue to execute a marketing plan for GWRS bottled water that generates positive media attention and increases presence on social media platforms. Apply for funding to support a wildlife and watershed exhibit. Communicate regularly and effectively with stakeholders regarding groundwater cleanup efforts. Update the crisis communications plan integrating social media and new technologies V PENDING ACTIVITIES None VI STAFF ADDITION NEEDED FOR FY None VII FUTURE ISSUES None 3-9 FY Work Plan

35 BOARD ADMINISTRATION BOARD ADMINISTRATION Summary Information Existing Staff - 3 FTE 1 District Secretary 1 Assistant District Secretary 1 Records Coordinator Mission Maintain and manage official District documents and records, compile and prepare Board and Committee agendas and minutes. Perform other statutory duties as set forth in the District Act, including Conflict of Interest filings and publication of required legal notices. Key Issues for FY None 3-10 FY Work Plan

36 BOARD ADMINISTRATION Account Information FY Actual FY Budget FY Proposed Budget Salaries and Benefits 827, , ,770 Services and Supplies 435, , ,340 Total $1,262,656 $1,187,444 $1,194,110 I II FY Major New Initiatives/Programs Continued scanning and indexing of District records into the Electronic Document Imaging/Records Management System (EDI/RMS). Core Activities The primary function of the Board Administration Department is to maintain all official District documents and records, to compile and prepare Board and Committee agendas and minutes to ensure compliance with all applicable state and federal laws, and to perform other statutory duties as set forth in the District Act, including Conflict of Interest filings and publication of required legal notices. Another prime function is Records Management, which includes recording, filing, indexing, and maintaining database of Board records for District-wide use. Non-Core Activities Non-core activities (secondary priority compared to core activities) conducted by Board Administration include: Director s support travel, expense reporting, and meeting scheduling, mail processing. Management support assist with research and preparation of submittals for Board consideration. Maintenance of Board Policy Manual and District Act. III Group Goals for FY Scanning and indexing Board/Committee Agenda packets: The department is focused on scanning Board/Committee Agenda packets as well as other District files into the electronic records management system (RMS). Expanding and integrating the RCO database: The Department will continue to link the Board agenda packets and minutes databases to legal documents database. Updating of Records Retention Policy: The Department will review and recommend, if necessary, updating the records retention policy to ensure compliance with current regulations. Training of District personnel on use of Records Management System: The Department will continue to train District staff in ways to access records through the RMS FY Work Plan

37 BOARD ADMINISTRATION IV Pending Activities None V Staff Addition Needed for FY None VI Future Issues Continuation of development of a work plan for District-wide implementation of departmental central filing utilizing the electronic records management system and establishing District-wide procedures for key staff related to scanning, accessing and transmitting electronic records. Archival of District historical records FY Work Plan

38 LOCAL RESOURCES LOCAL RESOURCES Summary Information Existing Staff 1 FTEs 1 Executive Director of Engineering and Local Resources Mission Coordinate and manage basin management programs with the Groundwater Producers. Assist with managing the financial and water budgets of the District. Coordinate water purchases from other agencies. Recommend the annual Replenishment Assessment, Basin Production Percentage, Production Limitation and the Basin Equity Assessment. Monitor and represent the District at MWD and MWDOC meetings. Coordinate MWD storage programs. Assist with the annual budget preparation. Manage grant/loan activities with appropriate funding agencies (Department of Water Resources, State Water Resources Control Board, MWD through MWDOC and others). Assist with issues related to projects creating new water supplies. Key Issues for FY Provide analysis on key issues related to the Poseidon Resources Huntington Beach ocean desalination project. Determine the optimum plan for distributing Poseidon water. Determine how the District should participate with the MWD Regional Recycling Project in the City of Carson. Obtain a state SRF loan to assist in funding the GWRSFE Determine how new potential state regulations will impact future water demands for OCWD. Develop a plan to phase out the Additional Replenishment Assessment charge FY Work Plan

39 LOCAL RESOURCES Account Information FY FY FY Actual Budget Proposed Budget Salaries and Benefits 299, , ,548 Services and Supplies 126, ,250 53,250 Total $426,037 $364,841 $326,798 I II FY Major New Initiatives/Programs None Core Activities The Local Resources Department is primarily responsible for managing various local and imported water programs. The core activities of the group are: Interacting, representing, and processing agreements with outside agencies such as the MWD, MWDOC, the local groundwater producers (i.e., water retailers), State of California (State Water Resources Control Board and Department of Water Resources) and others. Administering any funding programs for current and future phases of the GWR System. Administering and/or developing special programs such as basin management programs with groundwater producers. Attend MWD Committee meetings and represent the District. Administer the Coastal Pumping Transfer Program. Monitor MWD available water supplies for purchase and water rates. Annually establish the Replenishment Assessment, Basin Production Percentage and Basin Equity Assessment collections. Meet with Groundwater Producers as necessary to update District activities. Evaluating new water supply projects Processing annexation requests. Help process and administer Basin Equity Assessment exemption projects. Preparing and administering the water purchase budget and in-lieu water purchase program. Administer monthly and special groundwater producers meetings. Providing long-term RA, BPP, and capital project projections FY Work Plan

40 LOCAL RESOURCES Prepare invoices, pertinent billing documents and reports for the GWR System in compliance with the Local Resources Program financial incentive contribution by MWD. Manage the MWD Conjunctive Use Storage and Cyclic Storage programs with MWD and MWDOC. Act as liaison with MWDOC. Represent the District at the Association of Groundwater Agencies meetings. Assist with the production of monthly in-lieu invoices and annual Basin Equity Assessment reports. Administer MWDOC/OCWD Joint Planning Committee meetings. Manage and oversee the preparation of Board and Committee agendas and packets. III Non-Core Activities None IV Group Goals for FY Assist the Board in determining the best option for Distributing water from the Poseidon Resources ocean desalination project. Support the preparation of a WIFIA Loan for the GWRSFE. Develop a West Orange County Well Field Project. Complete the design of the GWRSFE. Assist legal counsel in preparing all necessary documents for the IRWD litigation. Review options and issues with potential South Orange County storage accounts. Complete the Mid Basin Centennial injection well project. Develop a remediation plan for the Sunset GAP seawater intrusion issue. Begin the Poseidon EIR supporting the District s distribution plan. Maximize Proposition 1 funding. Rate Projections Update the District s five-year RA and BPP projections. V Pending Activities Major activities that are not being implemented include water conservation activities and financial incentive program to further enhance water conservation efforts within the District s service area FY Work Plan

41 LOCAL RESOURCES Developing projects and programs to reduce groundwater basin salinity levels. VI Staff Addition Needed for FY None VII Future Issues None 3-16 FY Work Plan

42 HUMAN RESOURCES HUMAN RESOURCES Existing Staff - 7 FTEs Mission Summary Information 1 Director of Human Resources 1 Senior Human Resources Specialist 1 Human Resources Specialist 1 Administrative Support Technician/Receptionist 3 Administrative Support Technician (mail/office services) Manage the District s Human Resources program to integrate human value with water management objectives. Key Issues for FY Continue required training programs for managers and supervisors. This effort will be ongoing FY Work Plan

43 HUMAN RESOURCES Review of the retirement plan recordkeeping vendor and possible RFP to ensure best provider and services are utilized. Performance evaluation process. Successional Planning. Account Information FY FY FY Actual Budget Proposed Budget Salaries and Benefits 604, , ,449 Services and Supplies 279, , ,300 Total $884,921 $892,640 $1,126,749 I II FY Major New Initiatives/Programs Review of Performance Evaluation Process and online systems. Succession Planning. Core Activities The Human Resources Department is primarily responsible for the District programs that integrate human value with water management objectives. Core activities include: Negotiations with OCEA. District recruitment efforts - This includes placements, resume reviews, interviews, background investigation and coordinating pre-employment physicals and drug testing. Safety and Risk Management oversight. HRIS and Timekeeping System administration and implementation ongoing. Implement new programs to meet new mandates. Policy development and management - Staff must monitor federal and state employment related laws and regulations to ensure the business practices and polices stay current and the District is fully compliant. Benefit Administration - Work with brokers to ensure competitive health insurance programs. Act as liaison on all benefit issues between employees and the carriers. Retirement program administration. Compensation Administration - This includes market surveys and compensation policy development and administration. Mandated Programs - This includes programs mandated by federal and state guidelines. Unemployment insurance benefit program, Department of Transportation drug and alcohol program, training programs, among others FY Work Plan

44 HUMAN RESOURCES Employee Relations - This includes employee discipline, employee documentation, employee counseling, and representing the District at employment related hearings. General Personnel Administration - This includes keeping all required documentation on all employees, filing appropriate federal and state reports. Also, participation in surveys and special reports as requested by managers. Employee morale programs such as Employee of the Quarter and Year Program, and Employee Recognition Program. III Non-Core Activities None IV Group Goals for FY RFP process for the retirement plan recordkeeping services. Update the retirement summary plan descriptions. Continue to expand on the training program for managers and supervisors. Implementation of the changes to the HR/Payroll System with the new HTML changes by Dayforce. V Pending Activities Modify the department filing system, including the Employee Personnel files. VI Staff Addition Needed for FY HR Assistant VII Future Issues None 3-19 FY Work Plan

45 SAFETY AND RISK MANAGEMENT SAFETY AND RISK MANAGEMENT Summary Information Existing Staff - 2 FTEs Mission 1 Risk & Safety Manager 1 Health & Safety Specialist It is the mission of the Risk & Safety Department to support all functions of the Orange County Water District to help ensure a safe and healthful workplace. This is accomplished through collaborative, team-oriented methods that identify the optimum compliance strategies in harmony with the activities of the District. Implement the District s Risk & Safety Programs to ensure a safer workplace and compliance with regulatory requirements. Key Issues for FY Communicate the revised Injury Illness Prevention Program (IIPP) to all employees. Communicate the revised Incident Investigation & Reporting to all employees. Provide Risk & Safety updates to Board Members twice/year. Update and submit Fountain Valley s Spill Pollution Control and Counter Measure (SPCC) Plan. Review and update safety programs. Update Emergency Response Plan. Schedule and conduct EOC tabletop drill FY Work Plan

46 SAFETY AND RISK MANAGEMENT Implement Fall protection program and action items. Implement Silica program. Implement Video Monitoring Design Services. Cal EPA revision of Hazardous Material Reporting from 5 to 24 new hazard categories. Account Information FY FY FY Actual Budget Proposed Budget Salaries and Benefits 328, , ,133 Services and Supplies 654,746 1,021,800 1,190,100 Total $983,744 $1,363,668 $1,554,233 I II FY Major New Initiatives/Programs Focus on the following programs/initiatives: o Emergency Response Plan o Silica Program & monitoring o EOC Training & Drill o Video Monitoring Design Services o FHQ Anaheim Hills Patrol Security Services o WEROC Hazard Mitigation o Develop a self-learning safety training manual for R & D s vendors. Core Activities Prepare, schedule and conduct Health & Safety training for New Hires. Prepare, schedule and conduct refresher Health & Safety training for OCWD personnel. Complete and post OSHA 300A log. Compile and complete the annual Hazardous Materials Business Plan for all three locations. Complete and submit the annual NIMS Data Collection Report. Conduct Inspections and audits. Organize and conduct Safety Review Team meetings. Organize and conduct Emergency Response Team (ERT) training & drills. Respond to on-going Environmental, Health, Safety & Security issues. Schedule, organize and conduct hands-on fire extinguisher training Schedule, organize and conduct annual fire drill. Schedule Rigging training for applicable staff. Review & update Fountain Valley s SPCC plan. Provide training for applicable staff FY Work Plan

47 SAFETY AND RISK MANAGEMENT Complete and submit EPA ID reports for all three EPA ID numbers. Conduct Ergonomic assessments. Provide equipment and recommendations to reduce risk of injuries. Manage the Safety Shoe Program to ensure applicable employees receive safety shoes. Review contractors safety forms and conduct periodic inspections. Schedule and conduct annual respiratory medical questionnaire, fit testing and training. Manage Workers Compensation program. Evaluate and procure needed safety supplies/equipment. Oversee security companies at Fountain Valley and at Field Headquarters. Update Risk & Safety website information to include Risk & Safety procedures and applicable forms & reports. Conduct monthly security alarm testing. III Non-Core Activities Non-core activities (secondary priority compared to core activities) include: Participate in PASMA (Public Agency Safety Management Association) meetings and conferences. Participate in ASSE (American Society of Safety Engineers) meetings and conferences. Participate in WUSMA (Water Utilities Safety Managers Association). IV Group Goals for FY Conduct Inspections & Audits. Review & update safety programs. Follow up on work related incidents. Comply with regulatory updates. Provide training & communication to staff. V Pending Activities Video Monitoring Security System VI Staff Addition Needed for FY None VII Future Issues None 3-22 FY Work Plan

48 ENGINEERING ENGINEERING Existing Staff - 8 FTE Summary Information 1 Director of Engineering 1 Principal Engineer 1 GWRS Program Manager 1 Senior Engineer 1 Engineer 1 Assistant Engineer 1 Associate Engineer 1 Senior Administrative Support Specialist Mission Plan, design, and manage the construction of the District s improvement projects FY Work Plan

49 ENGINEERING Key issues for FY Mid Basin Expansion Project - Construction of four injection wells and a conveyance pipeline located in Santa Ana s Centennial Park began in FY 17/18. The new wells are each anticipated to inject two millions gallons per day of GWRS water into the groundwater basin. Construction is scheduled to be complete towards the end of FY Upper and Lower Five Coves Rehabilitation Project Design of these facilities is complete and construction activities will include rehabilitation of the Lower Five Coves (LFC) drain tube, the construction of a new inlet structure and flow control gate for the LFC drain tube, the replacement of the Upper Five Coves (UFC) drain tube, the construction of a new inlet structure, flow control gate and outlet structure for the UFC drain tube, the removal and reconstruction of a new transfer structure between UFC and LFC, the rehabilitation of the Santa Ana River (SAR)/UFC intertie flow control gates, the rehabilitation of the Off River flow control gates and the construction of new, Off River, flow measurement structure. Alamitos Barrier Improvements This is a joint project between Engineering, Hydrogeology and Planning departments to develop improvements to the Alamitos Barrier to strengthen the control of seawater intrusion. The injection and monitoring wells have been drilled and constructed. Construction of the well equipping phase began in FY and will be complete at the beginning of FY 18/19. Account Information FY FY FY Actual Budget Proposed Budget Salaries and Benefits 933, , ,984 Services and Supplies 40,248 63, ,200 Total $973,510 $896,612 $1,108,184 I FY Major New Initiatives/Programs GWR System Final Expansion Design of the expansion of the Advanced Water Purification Facility began in FY 2017/18. Design will be completed during FY 18/19 with construction activities to follow. Talbert Seawater Intrusion Barrier Pipeline Replacement The project includes replacing two segments of pipe. The first location is at the intersection of Ellis Avenue and Ward Street. This location requires the replacement and/or upgrade of approximately 800 feet of 30-inch diameter concrete cylinder pipe and injection well I-5 lateral piping. The second location is a 24-inch diameter asbestos cement (ACP) pipeline segment crossing beneath the Talbert Channel). Design began in FY 17/18. Smith Basin Reconfiguration Smith Basin is located on the Santiago Creek, immediately upstream of the Santiago Basins. High flows in Santiago Creek 3-24 FY Work Plan

50 ENGINEERING have caused erosion along the walls of Smith Basin that could impact adjacent properties with continued high flows in Santiago Creek. Evaluation of the erosion in Smith Basin and stabilization and/or replacement of the eroded dirt slopes are necessary to protect adjacent roads and properties. CEQA and engineering design will take place in FY Cathodic Protection Cathodic protection design for the Green Acres Project (GAP) Newport Beach and Southeast Loop pipelines is expected to be completed in FY 17/18. Construction is anticipated to occur in FY 18/19. II Core Activities The Engineering Department is responsible for planning, design and construction management of the District s improvement projects. Projects range from small in-house modifications for existing facilities to major water treatment, pumping and conveyance facilities including the GWR System. Engineering staff may perform the planning, design and construction management or may manage outside consultants performing these functions. Departmental staff provides engineering support as needed for the daily operations of the District, including Water Production, Forebay Recharge, Prado Operations, Seawater Barrier Operations and Property Management. Engineering staff also review proposed projects of other agencies that may impact District operations or lands. Core activities include: Implementing the Capital Improvement Program. Implementing the repair and replacement of District infrastructure. Planning new projects to increase the yield of the basin and protect water quality. Supporting operations of Forebay, Prado Wetlands, Green Acres Plant, GWRS, and Seawater Intrusion Barriers. Data analysis of operations. Permit compliance support. Operational improvement input. Facility improvement construction. Utility conflict analysis and research. Preparation of Annual Engineer s Report. Manage District s as-built drawings. Support for the Recharge Enhancement Working Group (REWG). III Non-Core Activities Non-core activities (secondary priority compared to core activities) conducted by the Engineering group include: Monitoring outside water reuse project operational activities FY Work Plan

51 ENGINEERING Monitoring regulations and legislative affairs activities of WateReuse Organization. Publishing operational data in journals and conference proceedings. Participation in technical review committees. IV Group Goals for FY GWRS Pipe Lining Based on recent inspections and in order to protect existing cement mortar lining, it has been determined that lining the pipeline is necessary to preserve the life span. Lining will occur in sections of the pipeline during planned shutdowns over the next few years with the first section (Unit I) planned for the fall of Conrock Warner Transfer Tube Replacement The lower transfer tubes convey water from Conrock to Warner Basin during basin refills and allow quick draining of Conrock Basin during dewatering events. The tubes have deteriorated, are undersized and in need of replacement. Design work began in FY and construction will require coordination to drain Warner Basin which has been scheduled for the summer of V Pending Activities None VI Staff Addition Needed for FY None VII Future Issues Implementation of Recharge Enhancement Working Group Projects FY Work Plan

52 INFORMATION SERVICES Information Services SUMMARY INFORMATION Existing Staff - 10 FTEs Mission 1 Director of Information Services 1 Principal Programmer Analyst 4 Senior Programmer/Analysts 1 Principal Network Administrator 2 Network Administrators 1 Information Services Specialist Manage and support information systems (IS), services, and communications assets used by District staff and third parties in support of basin management goals and objectives. Key Issues for FY Implementation of a new Laboratory Information System (LIMS). Improvement to network and system security to address increasing security threats FY Work Plan

53 INFORMATION SERVICES Improvements to disaster recovery capabilities to decrease recovery time objectives. Replacement of obsolete hardware. Optimization of IS Operations. Development of and the ongoing updating of system and operational documentation. Information Services staffing and training. Account Information FY FY FY Actual Budget Proposed Budget Salaries and Benefits 1,433,307 1,576,342 1,680,650 Services and Supplies 849, , ,000 Total $2,282,346 $2,484,442 $2,596,650 I FY Major New Initiatives/Programs Support the Laboratory in the implementation of a new Laboratory Information Management System (LIMS). Implementation of Microsoft Office 365 and OneDrive for all users. Implementation of Network and Systems monitoring. Build new web-based Water Billing System to replace aging Microsoft Access-based application. Improve server room / data communications space at Anaheim Field Headquarters. II Core Activities IS is a staff support organization that manages and supports District information systems, services and communication assets used by District staff and thirdparties in support of basin management goals and objectives. Core activities include: Network support: Managing and supporting the various components of the enterprise-wide network infrastructure spanning the Fountain Valley, Anaheim and Prado facilities, and composed of Ethernet hubs, routers and switches, wi-fi access points, and the Ethernet and fiber-optic cabling and data communication services connecting them. Server management: Managing and supporting Microsoft Windows Servers based network computer systems that support , databases, and core enterprise software applications, Intranet, Internet and other information services FY Work Plan

54 INFORMATION SERVICES Core system support: Managing, supporting and programming for the District s core enterprise software applications such as the JDE Financial Information System used by the Finance and other departments for tracking and reporting the financial and purchasing transactions of the District, the Water Resource Management System (WRMS) used for tracking, analyzing and mapping data collected from the District basin, the Computerized Maintenance Management System (Maximo) used by Water Production to manage the maintenance requirements of the AWPF and the Lab Information System (LIMS) used by the Laboratory to track water samples from the District basin and for complying with regulatory reporting. Operations: Performing routine and non-routine systems operations including network and server system administration, managing user accounts, managing server disk space and load balancing, performing daily, weekly and monthly computer system backups and restores, and telephone system administration. System maintenance: Performing system maintenance, repairs and upgrades for network and servers, desktop and laptop computers as well as managing maintenance and license agreements for District hardware, software and information services. Programming and Technical IS Projects: Managing, supporting and limited programming for interdepartmental projects including special, short-term computer system projects for various departments. IS also provides analytical, programming, technical and training support to those who use District information systems. Staff support: Providing support to District staff for network and server issues, core enterprise software applications, systems, Microsoft Office software, desktop and laptop computers and a variety of other digital mobile equipment including ipads, iphones and digital cameras. Telecommunications: Managing and supporting voice and data communication services including the Cisco Voice over Internet Protocol (VoIP) telephone and voic system, all communication equipment and lines connecting the District to various telephone system carriers, voice and data service contracts and District-issued cell phones and smartphones. IS also manages and supports the enterprise-wide data lines connecting the Anaheim and Prado facilities with the Fountain Valley campus, various SCADA locations throughout the basin and internet connectivity to District staff and third parties. System security: Ongoing management of system security including administration of an appropriate level of firewall protection to prevent unauthorized intrusion to the District network from the Internet, the administration and monitoring of centralized, District-wide anti-malware software and services to prevent the spread of destructive and nondestructive computer viruses and spam . As new forms of security threats emerge on the Internet, IS analyzes the risk and determines the appropriate steps and actions necessary to respond FY Work Plan

55 INFORMATION SERVICES Audio/Visual: Managing and supporting the District s sophisticated network controlled multi-component audio-visual equipment composed of LED screens, amplifiers, switchers, transmitters, receivers and control devices. Websites: Ongoing technical support for District-related websites including resolving technical issues with websites, hosting services, Internet registration services and reputation management services. III Non-Core Activities Supporting District staff with graphic design, photography and video services. IV Group Goals for FY Optimize File Server Infrastructure: Continued implementation of file server infrastructure leveraging the use of virtualized files servers, network shared data storage and optimized disk-to-disk and tape backup methods in support of server optimization best practices, file server consolidation, and reduced complexity. Improve Disaster Recovery Capability: Implement regular testing of Disaster Recovery Capabilities; Assess disaster recovery capabilities for the Forebay Operations Supervisory Control and Data Acquisition (SCADA) system and the AWPF Delta V process control system. Improvements to Systems Security: Audit Information Services system security and implement improvements. Deployment of security and other regular updates to server operating systems and network communication hardware. Improvements to WRMS: Upgrade of the WRMS portal used to access WRMS functions and applications; Automate/integrate and reciprocate data such as Well Status, Well Notes, and Well Contact Information, and Well Production Data between WRMS and Water Billing systems; conversion of WRMS applications using Oracle Forms to Windows/Web Forms; upgrade WRMS AutoCAD to the newer version of AutoCAD; enhance WRMS Library adding well permits and the permit expiration notification feature. Working with Hydrogeology in developing a roadmap for future WRMS and GIS improvements including refining the import of 3 rd party data to WRMS and automation of data entry and remotely using GIS tools by staff in the field. Upgrade District Enterprise Systems: Upgrade minor versions in major District systems such as JD Edwards and Maximo as appropriate. Network Improvements: Network improvements at Anaheim Field Headquarters. Develop System and Security Policies: Develop written system and security policies. Security Training: Continuously train staff on detecting security threats that may enter through , and by other means FY Work Plan

56 INFORMATION SERVICES Develop System Documentation: Revise system operations procedures and documentation to address more current hardware and software in use by District. Provide Litigation Support: Provide reports and databases as requested for District litigation using both the District production business network and the legacy litigation support network that replicates the District s production business network for migration of obsolete hardware and software versions to support litigation requests for data from prior years. The legacy litigation support network is necessary as keeping the obsolete versions on the production business network limits the ability to upgrade it and provide more current user and security functionality. Technical Training: Continued focus on training for Information Services staff. Project Management: Continued focus on using Project Management software for managing Information Services projects. V Pending Activities Major activities that are not being implemented include: Performing analytics to determine usage of District website. Ongoing monitoring and configuring websites for Search Engine Optimization (SEO). Information Services provides little to no support of the Forebay SCADA system and the AWPF Delta V process control system. VI Staff Addition Needed for FY None VII Future Issues In the next two to three years, issues the District will need to consider include: Increased Internet security threats: Measures to provide security against emerging Internet threats continue to increase resulting in dedicating additional hardware, software and staff resources to address the emerging security issues. Increased disk storage, backup and disaster recovery requirements: With new systems and technology, the IS staff will continue to be challenged with evaluating new methods and systems of data storage, backups and disaster recovery methods. Audiovisual replacement: The audiovisual equipment was installed in the Boardroom and the Conference rooms in 2012 and will require reviewing for possible replacement FY Work Plan

57 INFORMATION SERVICES Obsolescence of Microsoft Windows 7: MS Windows 7, the District standard computer operating system, will no longer be supported with updates by Microsoft in The majority of District computers run MS Windows 7 and will need to be replaced by that date to optimize for applications and to minimize security threats. Records Management System Replacement: District should conduct a needs assessment for the Records Management system to determine if needs are being met or require additional functionality as existing system has been in place for over 5 years. Staff Training: Staff training to implement and support newer systems and keeping up with fast-moving Information Systems trends. Printer Sharing: To reduce both hardware and support costs, research locations where printers could be shared and remove from the desktop FY Work Plan

58 PROPERTY MANAGEMENT PROPERTY MANAGEMENT Summary Information Existing Staff - 1 FTE Mission 1 Property Manager To manage the District s real estate assets in a manner that provides revenue to the District and preserves or adds value to the assets while supporting basin management objectives. Key issues for FY Determine disposition and final use of Ball Road Basin whether or not the General Plan Amendment and Zone Change is approved by the City of Anaheim. Increased requests from other agencies for use of District land Account Information FY FY FY Actual Budget Proposed Budget Salaries and Benefits 126, , ,820 Services and Supplies 137, , ,046 Total $264,585 $244,775 $248,866 I FY Major New Initiatives/Programs Negotiations with Caltrans to secure additional land at Burris Basin 3-33 FY Work Plan

59 PROPERTY MANAGEMENT II Core Activities The Property Management Department is primarily responsible for managing over 3,700 acres of the District s real estate assets, negotiating and managing licenses, leases, easements and deeds for use of the District s real estate assets by other parties including local and state agencies, protecting the District s property rights, processing land use entitlements to add value to the assets, acquiring real estate, property rights and rights-of-ways for use as recharge basins, well-sites, pipelines or other uses in support of basin management goals and objectives. Core activities include: Property Management: includes administrative management of District real estate including inspections, fire department vegetation control and neighbor interaction. Developing Property Use Agreements: includes negotiating and managing licenses, leases, easements, rights-of-ways and exclusive negotiating agreements with other parties; monitoring collected rents and fees and agreement compliance auditing. Maintaining Property Rights: coordination with staff, local, state and federal agencies and law enforcement to keep District land free of hazards and trespassers and by securing property with fencing, locks, and gates; posting No Trespassing signs and other signage as appropriate; verifying District property boundary lines to determine if trespassing or encroachment is occurring on District property. Monitoring Land Use and zoning modifications by municipalities and assessing impacts on District real estate. Managing Real Estate Acquisitions and Sales: includes managing the acquisition or sale process for real estate or property rights; negotiating purchase agreements, real estate broker agreements and other related documents and agreement for new well sites and new construction projects; acquiring and evaluating appraisals and title reports; involves determining legal descriptions, property owners and rights to be acquired. Managing Land Use Entitlements: includes managing the Land Use Entitlement process such as Zoning and General Plan changes with appropriate cities. Coordinating Property Management Committee: development of agendas for the monthly Property Management Committee meetings of the Board of Directors including writing all staff reports. III Non-Core Activities Non-core activities (secondary priority compared to core activities) conducted by the Property Management group include: Providing data and information to outside agencies and organizations FY Work Plan

60 PROPERTY MANAGEMENT IV Group Goals for FY Negotiate terms for expiring leases: Major leases expiring in FY include, Sandwood, Inc., and Gentry Golf. Negotiate new agreement with Caltrans on Burris Basin property. Assistance on property issues for new wells and new construction sites: Assist Hydrogeology and Engineering groups with acquiring easements for wells and facilities for the North Basin Groundwater Protection Project, Mid-Basin Injection Project, and other projects with site access needs. Development of properties: Continued work on developing properties for long-term revenue generation including the Ball Road Basin Property (continue work with the City of Anaheim in advancing the General Plan Amendment and Zone Change process with the City). Anaheim Coves Extension: Work with the City of Anaheim in development of the City s planned park in the District s Five Coves property. Prado Properties: Explore potential acquisition of property adjacent to District Prado properties in Riverside and San Bernardino counties. Santa Ana River Trail: Coordinate activities with the County of Riverside, City of Corona and other participating agencies in the development of the Santa Ana River Trail (SART) project as it relates to the District s Prado properties. I-405 Project Plan / Deep Well #4 & 5 Easement: Work with Orange County Transportation Authority (OCTA) and the City of Fountain Valley in the determination of Easements of specific pipelines for the Improvement Project between State Route 73 and Interstate 605. Homeless Issues: Work with OC Public Works on an on-going basis on Homeless Issues regarding security of basins, Santa Ana River and well properties. Gate names/numbering: The assignment of names/gate numbers of access gates to basins, & installation of signs on access gates. V Pending Activities Major activities that are reduced, not being implemented or conducted include: Research and pursuit of creative lease opportunities to generate revenue for the District. Proactive monitoring of zoning and sphere of influence issues on District property. VI Staff Addition Needed for FY None 3-35 FY Work Plan

61 PROPERTY MANAGEMENT VII Future Issues In the next one to two years, issues the District may need to consider: Consideration of other long-term opportunities to lease District land at higher lease rates FY Work Plan

62 PLANNING AND WATERSHED MANAGEMENT PLANNING AND WATERSHED MANAGEMENT Existing Staff - 4 FTEs Mission Summary Information 1 Executive Director of Planning and Natural Resources 1 Principal Planner 1 Senior Watershed Planner 1 Recharge Planning Manager Conduct long-term planning of District s facilities and programs, prepare planning documents and environmental analyses for new projects, secure permits from resources agencies, and implement the District s watershed management programs. Key Issues for FY Working with Army Corps to enhance water conservation at Prado Dam. Working with Army Corps and other stakeholders to assess long-term sediment management solutions in the Santa Ana River. Developing new approaches to Integrated Regional Water Management (IRWM), including a new Orange County IRWM Group. Managing the demonstration project to test pre-treatment of river water prior to recharge as a means to improve recharge basin performance. Watershed Management Interface with watershed stakeholders. Participate in Upper Santa Ana Watershed Habitat Conservation Plan, Basin Monitoring Program Task Force, Imported Water Recharge FY Work Plan

63 PLANNING AND WATERSHED MANAGEMENT Account Information FY FY FY Actual Budget Proposed Budget Salaries and Benefits 820, , ,189 Services and Supplies 1,949, , ,100 Total $2,769,729 $1,408,806 $1,738,289 I FY Major New Initiatives/Programs None II Core Activities The Planning and Watershed Management Department is primarily responsible for the District s long-term planning, interfacing with agencies above Prado Dam, watershed management, and preparation of environmental documents. Core activities include: Conducting long-range planning of future activities and facilities at the District. Planning new projects to increase the yield of the basin and protect water quality (shared with Engineering and Hydrogeology). Protecting the quality of SAR flows. Preparing environmental documents (e.g., Environmental Impacts Reports). Securing environmental permits for District projects, such as Army Corps Clean Water Act Section 404 permits and California Department of Fish and Game 1600 permits. Maintaining compliance with the Sustainable Groundwater Management Act (SGMA). Evaluating new methods to improve the performance of the District s surface recharge facilities in Anaheim and Orange. Interacting, representing, and processing agreements with outside upstream agencies such as SAWPA, upstream agencies, regulatory agencies, etc. Interface with watershed stakeholders. Lead Integrated Regional Water Management activities. Participate in Upper SA Watershed Habitat Conservation Plan development. Participate in SAWPA task forces on basinwide water quality. Monitor implementation of stormwater NPDES ( MS4 ) permits in Orange, Riverside, and San Bernardino Counties. Monitor cleanup of the Stringfellow hazardous waste plume in Riverside County and other contamination sites in the upper watershed that may pose a threat to the Santa Ana River. Interfacing with the regulatory agencies and upstream water agencies on issues affecting the SAR FY Work Plan

64 PLANNING AND WATERSHED MANAGEMENT Reviewing environmental documents prepared by agencies in the watershed with respect to potential impacts on the District s operations and the watershed. III Non-Core Activities None IV Group Goals for FY Prado Basin Feasibility Study This is a joint activity with the Army Corps to evaluate ecosystem restoration and increase the storage level at Prado Dam so that additional water can be stored and subsequently recharged in the District s facilities. This is a multi-year effort with the Army Corps to prepare a Corps Feasibility Study for ecosystem restoration and water conservation (stormwater capture). The Feasibility Study includes evaluation of increasing the winter-time water conservation from elevation 498 feet to 505 feet. The Study also evaluates sediment management in Prado Basin. Integrated Regional Water Management (IRWM) The Board directed staff to explore development of a new IRWM Group in Orange County, and also explore options to revise the existing SAWPA IRWM program referred to as the One Water One Watershed (OWOW) program. Staff is working with the County of Orange and other stakeholders to prepare an updated North and Central OC IRWM Plan and will continue these efforts in Forecast Informed Reservoir Operations (FIRO) Scoping Study - Storm water captured at Prado Dam is a key source of water used to recharge the groundwater basin. Enhanced weather forecasting has the potential to increase the efficiency of storm water capture and reduce potential losses to the ocean. In June 2017, the Board approved a FIRO Scoping Study at Prado Dam with the Scripps Institute of Oceanography. Work in FY will focus on completing Phase 1 of the Scoping Study with Scripps and the Army Corps of Engineers. Sediment Management in SAR The transport and deposition of sand in the SAR is important to maintaining recharge through the SAR river bottom. A sandy river bottom provides high recharge rates and allows the District to construct levees to maximize percolation. Prado Dam traps the majority of sand flowing down the river, reducing the dam s storage capacity and causing negative impacts on the recharge capacity of the riverbed and the District s ability to construct sand levees. The sand deficit below Prado Dam, unless remediated, will cause long-term reductions in the recharge rate of the channel. Work in FY will focus on evaluating regional options to address the issue and working with the Army Corps on the Corps Prado Basin Feasibility Study. Additionally, staff will assist with implementation of the Prado Basin Sediment Management Pilot project. Santa Ana River Conservation and Conjunctive Use Program (SARCCUP) This program includes development of a water bank to store water conveyed into the watershed from surplus supplies available from the San Bernardino Valley 3-39 FY Work Plan

65 PLANNING AND WATERSHED MANAGEMENT Municipal Water District (Valley District) and other supplies that may be conveyed through the State Water Project by Valley District. Additionally, SARCCUP includes funding to remove 640 acres of Arundo donax. SARCCUP is partially funded through a Proposition 84 grant. Work in FY will focus on completing environmental documentation and preliminary design. SAR Water Rights - The District currently holds rights to divert and recharge 362,000 afy of Santa Ana River water. In its water rights decision that appropriated 362,000 afy of river water to the District, the State Water Resources Control Board determined that it would hold in abeyance an additional 143,000 afy associated with potential long-term projects that the District could construct. The State Board determined that it would hold the additional 143,000 afy in abeyance until However, the State Board has requested that the District provide annual reports on the District s plans to utilize the 143,000 afy held in abeyance. Recharge Facility Planning The District has several activities focused on maximizing the performance of our existing surface recharge basins in Anaheim and Orange. This effort includes managing the Riverbed Filtration Demonstration project, which pretreats river water prior to recharge in Olive Basin as a means to improve recharge performance. Performance testing will continue to collect water quality and recharge rate data over a range of hydrologic conditions. Staff is also evaluating options to increase the performance of various recharge facilities. This effort also includes managing the Recharge Enhancement Working Group (REWG), which is a meeting of staff from multiple District departments to brainstorm methods to enhance groundwater recharge. Santa Ana River Flow Estimates Potential projects and activities in the upper SAR Watershed can affect the amount of SAR flow that reaches Orange County. Due to water supply changes in California and the southwest United States, agencies throughout the area are proposing new projects that could impact flows in the SAR. Staff will continue to monitor and review proposed projects in the upper watershed with respect to their impact on flow rates in the SAR. Staff will also work with agencies in the upper watershed to evaluate these issues. Environmental Analyses and Permitting Environmental analyses are anticipated for new projects, including the North Basin Groundwater Protection Project and the South Basin Groundwater Protection Project. Watershed Management Participate in task forces administered by SAWPA, including: Basin Monitoring Program Task Force Salinity Management and Imported Water Recharge Workgroup Middle Santa Ana River Bacterial Indicators TMDL Participate in implementation of watershed plans for Central Orange County and North Orange County Watershed Management Areas. Monitor activities in the 3-40 FY Work Plan

66 PLANNING AND WATERSHED MANAGEMENT Chino Groundwater Basin and implementation of hydraulic control in the Chino Basin. V Pending Activities None VI Staff Addition Needed for FY None 3-41 FY Work Plan

67 NATURAL RESOURCES NATURAL RESOURCES Summary Information Existing Staff 3.5 FTEs Mission 1 Director of Natural Resources 1 Habitat Restoration Manager (Principal Environmental Specialist) 1 Senior Environmental Specialist 0.5 Environmental Specialist (* Cost Shared 50% with SAWA) Manage natural resources in the Santa Ana River Watershed, focusing upon District property to maintain or improve water quality, water supply, habitat, and wildlife populations in fulfillment of OCWD mitigation responsibilities; help maintain Arundo-free a minimum of 5,000 acres of former Arundo on the Santa Ana River generating a minimum of 18,750 acre-feet of water valued at $8,437,500 annually. Key issues for FY Continue partnerships for additional Arundo control on the SAR while raising public awareness of the issues and benefits. Assist in the preparation of permit applications and negotiate conditions cooperatively with other Departments and Regulators for various District 3-42 FY Work Plan

68 NATURAL RESOURCES projects including Sediment Management in Prado Basin, water conservation, the Corps Feasibility Study, and District operational activities including RGP implementation and monitoring. Coordinate with Army Corps and resource agencies regarding Enhanced Water Conservation in Prado Basin including deviation requests while environmental documentation and permits are pending. Represent the District on the Santa Ana Watershed Association Board and on various other task forces and planning groups such as the Santa Ana Sucker Conservation Team. Oversee endangered bird monitoring and Natural Resources management efforts in the Prado Basin and other District properties; organize watershedwide monitoring of select endangered populations, documenting the annual population status of the largest least Bell s vireo population in existence. Refine data gathering and reporting on OCWD maintenance activities in the recharge area of the river and at Prado under permits with the U.S. Army Corps of Engineers, and agreements with CA Department of Fish and Wildlife, and California Regional Water Quality Control Board. Continue Sucker restoration on Sunnyslope Creek and other activities as per OCWD - CA Department of Fish and Wildlife Agreement. Maintain, monitor, and report upon dozens of mitigation and other habitat restoration sites that were set aside to offset potential effects of District projects and activities. Monitor and attempt control of Quagga Mussels and other potentially harmful invasive species. Maintain permits for endangered species work. Account Information FY FY FY Actual Budget Proposed Budget Salaries and Benefits 653, , ,924 Services and Supplies 671, , ,653 Total $1,325,234 $1,249,007 $1,459,577 I FY Major New Initiatives/Programs Participate in the San Bernardino Valley MSHCP resulting in permits for three District covered activities. Collaborate with experts in monitoring and controlling shot hole borer beetle damage to riparian trees in Prado and throughout the watershed. Organize fish population studies and enhanced monitoring and management of nesting seabirds in Burris Basin toward greater reproductive success. Facilitate transfer to OCWD of 2,000 acres of Corps lands leased to the County of Riverside in the Prado Basin FY Work Plan

69 NATURAL RESOURCES Adaptively create and manage habitat for threatened Santa Ana Suckers in the river above Prado. II Core Activities Managing wildlife habitat and populations as per mitigation requirements and regulatory permit compliance. Implement and report sucker conservation, restoration, and native fish establishment efforts. Interacting with outside agencies such as the U.S. Fish and Wildlife Service, Army Corps of Engineers (ACOE), SAWPA, the local governmental agencies, etc., in representing OCWD interests in environmental planning. Interacting with other departments and regulatory agencies to ensure environmental compliance of District projects and activities. Administering and overseeing natural resources management efforts and removal of Arundo and other invasives from the SAR Watershed. Seeking outside funding and administering expenditure of those funds. Interfacing with non-governmental organizations in the SAR Watershed. Monitor endangered birds on District lands per permit requirements including management of seasonal contractors. Santa Ana sucker monitoring and conservation. Permit maintenance. Oversight and cooperation with contractors, interns, and partners to maximize efficiency in attainment of mission and goals. Reporting of the annual achievements of the District s Natural Resources Program to the Regulatory Agencies and public. III Non-Core Activities Care of and finding suitable housing for a major wildlife specimen collection. Production and dissemination of educational materials. IV Group Goals for FY Monitor Endangered Bird Populations in the Prado Basin and Watershed The Department leads the monitoring of endangered birds in the Prado Basin and the SAR Watershed. This activity also keeps the District in compliance with Regulatory Permits for Water Conservation and other District projects. Endangered bird populations will be monitored and managed in the Prado Basin and throughout most of the SAR Watershed. Santa Ana River Watershed Program Staff will participate as a member of the governing Board the SAWA, which is the organization removing Arundo throughout the SAR Watershed. The Natural Resources Director or his designee will attend regular meetings, prepare, review, and edit various documents 3-44 FY Work Plan

70 NATURAL RESOURCES including amendments to bylaws, operational procedures, budgets, annual work plan, and reports in directing management activities in the upper watershed. Mitigation/Habitat Restoration in Prado Basin and OC Staff will prepare, implement, monitor, and report upon habitat restoration and wildlife populations in compliance with permit conditions for Prado Water Conservation and other District projects and activities. Ongoing Removal of 5,000 acres of Arundo Staff will help manage and monitor the efforts to keep Arundo out of the 2,500 acres initially treated with Proposition 13 funding, and that removed before and since including the OCWD Board approved 350 ac 2015 Highway Fire burn site in the Prado Basin. Negotiate Funding for Arundo Removal Natural Resources staff will participate in watershed efforts that are controlling Arundo and seek opportunities to bring funding and Arundo control onto OCWD lands in the Prado Basin. Staff will solicit, track, and report funding received and resulting activities. Monitor and Control Problematic Invasive Species Quagga Mussels, Polyphagous Shot Hole Borers, and other non-native species that have the potential to cause great harm in the watershed will be monitored and cooperatively controlled when possible. Prepare Permits for District Projects and Activities Natural Resources Staff will prepare permit applications and negotiate conditions cooperatively with Engineering, Planning, and staffs of other Departments for various District projects including Prado Sediment Management Study, Enhanced Water Conservation at Prado, Burris Basin, and other facilities and operations as needed. Participate in Project Planning and Operations Natural Resources staff will continue to participate cooperatively with other departments in preparation of environmental documentation and other planning efforts on Santiago Creek, and on all facilities in cooperation with Engineering and Operations. Educational Material Natural Resources staff will continue to compile interpretive materials including live-mounted specimens, reports, tours, and presentations. V Pending Activities (Not Being Addressed Due to Insufficient Resources) Major activities that are not being implemented include: Clean up of Chino Creek into the Prado Basin Eucalyptus and several other problematic non-native plants have invaded Chino Creek and are interfering with flood control, water flow, habitat restoration, endangered bird management, etc. The creek is isolated and could be cleaned as a separate unit. Clean up of the Riverside County portion of the Santa Ana Canyon Orange County is implementing Arundo-control in the canyon, which will help keep the OCWD recharge area more free of debris. However, they are not including the 3-45 FY Work Plan

71 NATURAL RESOURCES part of the canyon just upstream in Riverside County. Giant reed from this upstream section will re-infest their work areas unless it is removed. VI Staff Addition Needed for FY None VII Future Issues Planning and Implementation Assistance for Prado Feasibility Study Staff will continue to support study development and implementation. Full implementation of the SAR Watershed Program There are still 2,000 or so acres of Arundo, or more to be removed from the watershed. This scale of removal would generate more than 12,000 af of water annually for the District. Assist in Development of a Plan for Wildlife Specimens In preparation for a possible interpretive center associated with a future District Wetland, Natural Resources staffs have assembled an impressive collection of wildlife specimens in life-like poses that will need a home when the hallway visitor s center is built. Staffs will assist in preparing documents and scoping available options. Integrate Rigorous Statistical Analysis into Habitat Monitoring The US Fish and Wildlife Service wants statistics integrated into the monitoring of habitat recovery following inundation due to water conservation in the Prado Basin. We must determine how to satisfy that requirement FY Work Plan

72 FINANCE FINANCE Summary Information Existing Staff - 13 FTEs 1 CFO/Treasurer 1 Accounting Manager 1 Finance Manager 4 Staff Accountants 1 Senior Accountant (Payroll) 3 Principal Project Accountants 3-47 FY Work Plan

73 FINANCE Mission 1 Accounting Clerk 1 Field Representative/Meter Reader To perform the District s accounting, finance and treasury functions to maintain the District s strong financial position, high credit ratings, reliable reporting of budgets, revenues, expenditures and investments and to ensure that adequate financial controls are in place to accurately record financial transactions, communicate financial results, and protect the District s assets. In addition, to ensure the financial records are maintained in accordance with generally accepted accounting procedures and guidelines as established by state and federal agencies. Key Issues for FY Adapt District finances to drought related economic issues. Issue debt to efficiently fund OCWD s CIP at the lowest possible cost and optimize debt program by refinancing debt to reduce debt service costs. Manage OCWD s Investment Portfolio per the Board approved investment policy. WIFIA loan application final approval. Continue to ensure that internal controls are in place to provide assurance that assets are safeguarded and financial information is fairly stated. Review and update existing procedures and establish new procedures that will help expand the group s analysis and reporting capabilities. Continue the timely draw down of SWRCB loan funds. Submit Comprehensive Annual Financial Report to Government Finance Officers Association for their award program. Account Information FY FY FY Actuals Budget Proposed Budget Salaries and Benefits 1,742,880 1,869,355 1,924,923 Services and Supplies 16, , ,800 Total $1,759,664 $1,994,255 $2,054,723 I FY Major New Initiatives/Programs Financial planning for material increases in the purchase of imported water should the region continue to experience dry weather conditions. Continue to increase rebate earnings from wider use of the District s purchasing card/single - use account program. Secure the lowest cost of financing and grant funding for the GWRS final expansion project FY Work Plan

74 FINANCE Begin to explore accounts payable automation, including imaging, work flow management and electronic storage and incorporate the application of paperless digital record keeping for the department s large quantity of hard copy transaction records. Support of the District s review of the operating costs of the Green Acres Program. Fixed Asset tagging and inventory. Implement new water assessment billing and work towards online RA filling by the producers. II Core Activities The Finance Department is primarily responsible for the District s accounting and treasury functions, including debt and investment management, financial planning and analysis including rate setting, budgeting, accounting and control including financial reporting, payroll, accounts payable and accounts receivable, as well as working with various internal and external groups and agencies. The core activities of the department are: Process the District s accounts payable ensuring all payments and reimbursements are done timely, accurately and in compliance with policies and procedures along with state and federal regulations. Process accounts receivable invoices and incoming payments timely, accurately and in compliance with financial policies and procedures. Maintaining the general ledger. Administer and process the District s payroll function, including accurate and timely payroll tax filings, year-end reporting, employee retirement and benefits payments, and any other employee related costs administered through the payroll function. Monitor, track, execute and complete all grant billings for the District s general fund and capital projects. Prepare annual budget and provide quarterly budget versus actual variance analysis and reporting. Present to the board ratio analysis semi-annually. Continue to review and update the R&R model. Account for and audit various BEA exemption programs. Provide monthly water production cost analysis to the water production department. Maintain and update monthly rolling cash forecast model. Prepare monthly cash and investment holdings report FY Work Plan

75 FINANCE Prepare and update water quality legal cost report on a quarterly basis. Process and calculate the District s Replenishment Assessment (RA) and Basin Equity Assessment (BEA) billings including any special water program billings. This includes ongoing monitoring and reading of all of the meters. Complete the financial information necessary for the District s annual Engineer s Report. Prepare and submit quarterly sales and use tax returns, and any other financial reporting or compliance reporting as needed as it relates to the District s finances. Working with external independent auditors to complete the District s annual fiscal year end audit, pension plan audits, single audits (as necessary), and work with other outside agency auditors to fulfill any additional audit requirements. Complete and submit a CAFR for possible award. To monitor, track and report the District s Reserve Funds. Prepare and complete all annual reporting for District travel and expense expenditures in a timely manner. Manage and invest the District s cash in-house on a daily basis in order to meet District s cash needs. This includes an annual review of the District s investment policy with the Admin/Finance Committee. Continue to manage the treasury functions of the District which includes ensuring all debt related payments are made timely for all debt issuances, state loans, and commercial paper. In addition, maintain compliance with all continuing disclosure requirements, review and renew all necessary debt administrative services including bank letters of credit, rating agency monitoring, trustee administration, and any other debt related maintenance services. Debt issuances to initiate, support, analyze and complete the execution of all necessary debt financings needed for the District s capital projects. Continue to review and work with various financial scenarios in order to make recommendations to seek and obtain the most economical financings to support the District s capital projects. III Non-Core Activities Children s Water Festival Accounting. Contract administration and building maintenance billing operations for MWDOC occupancy expenses FY Work Plan

76 FINANCE IV Group Goals for FY Review and update documentation of procedures for all accounting functions. Review Producer meter calibration reporting program and procedures. Complete monthly closing of the general ledger, all account reconciliations, and accruals in a timely manner. Complete the annual independent audit and all necessary audit schedules more efficiently in order to complete the year-end audit on a timely basis. Review the general ledger and all ledger accounts to ensure that revenues and expenses have been posted properly. This includes analyzing and researching any discrepancies and unusual variances. Effectively and efficiently streamline the accounts payable workflow process including matching, approving, and payment processing by working with internal departments to ultimately process vendor payments timely, accurately, and in compliance with adequate internal control processes. Discover ways to streamline all processes and to continue to strengthen internal controls throughout the District, in accordance with Best Practices. Financial modeling to analyze and support the District s annual RA/BEA rates established and approved by the Board on an annual basis. Ongoing forecasting and projections of revenue and expenses. Provide project accounting analysis for all of the District s capital projects and work with all project managers to ensure that all project costs are properly accounted for and are within the project budget. This also reduces the burden currently placed with each project manager to provide financial analysis support for their own projects. Record, monitor, and ensure proper accounting for the District s fixed assets and inventories on a monthly basis, including the proper accounting for depreciation and transferring assets from work in progress as projects are completed. Look for refinancing opportunities for an economic benefit to the District. Complete annual filings and certification of compliance with circular OMB-133 for all grant funding sources when required. Manage and audit litigation settlement accounting. Review and update all the assets in the R&R model. Cross-training of staff in all accounting positions to provide better coverage, and to strengthen accounting internal controls with the ability to rotate staff in certain functions. V Pending Activities None 3-51 FY Work Plan

77 FINANCE VI Staff Addition Needed for FY None VII Future Issues None 3-52 FY Work Plan

78 Purchasing PURCHASING Summary Information Existing Staff - 6 FTEs 1 Purchasing Manager 1 Senior Buyer 1 Buyer 2 Warehouse Technicians 1 Senior Administrative Support Specialist/ Contracts 3-53 FY Work Plan

79 Purchasing Mission The Mission of the Purchasing Department is to procure reliable quality services and products, at a good cost and in a timely manner, using ethical procurement standards, to achieve a high level of assistance for the District. Key Issues for FY None Account Information FY FY FY Actual Budget Proposed Budget Salaries and Benefits $662,158 $700, ,661 Services and Supplies $36,690 $35,350 36,650 Total $698,848 $735,839 $758,311 I II FY Major New Initiatives/Programs Set up insurance program to cover requirements, renewals and maintain a filing system for the certificates. Implement procedure for fully electronic purchase orders from requisition through payment, thereby reducing paperwork. Core Activities The Purchasing Department is responsible for: Purchasing goods and services. Assisting all work groups with the issuance of request for proposals (RFP) for goods and services. Maintaining the warehouse. Managing inventory. Preparing, processing, and administering District s public works contracts and agreements. Maintaining filing system for purchase orders, contracts and agreements. Identifying, obtaining Board approval, and disposing of surplus. Maintaining records for District vehicles and equipment; assigning District identification numbers. Locate new sources for procurement of materials, supplies and services. Prepare and issue Requests for Proposals (RFP s) and Requests for Quotations (RFQ s) for services and products to obtain the best pricing and good quality. Meet with each Department quarterly to discuss requests and problems to ensure quality service is being provided FY Work Plan

80 Purchasing Meet with the project managers to discuss contracts and agreements so that (1) we can process the documents expeditiously and address the agreement language issues that arise; and (2) provide an update on status of the agreements/contracts, as needed. Review and update warehouse, purchase order and agreement services procedures and improve on receiving activities. Administrator for purchasing card program, addressing issues which may arise and monitoring cards. Check safety procedures for warehouse receiving and storing goods, including chemicals. Assist Departments for procurement of Department special needs/events. Complete a formal procedures manual to be submitted for approval. III Non-Core Activities Non-core activities conducted by the Purchasing Department include: Meet with purchasing personnel from other water agencies to share information on new vendors, pricing, procedures, etc. Attend seminars on procurement and warehousing for updated information to save money while still obtaining quality products. IV Group Goals for FY Improve on warehouse procedures and material handling; improve on warehouse storage at FHQ. Assessment of all District vehicles prepare a detailed report and analysis for the General Manager. Surplus research and implement procedure for cost effective disposal of obsolete items. Implement procedure for fully electronic purchase orders from requisition through payment. Set up insurance program. V Pending Activities Preparation of a formal Procedures Manual for Purchasing. VI Staff Addition Needed for FY None VII Future Issues Additional warehouse space/warehouse cleanup FY Work Plan

81 WATER QUALITY WATER QUALITY Summary Information Existing Staff - 12 FTEs 1 Director of Water Quality 1 Environmental Specialist Supervisor 1 Principal Environmental Specialist 1 Senior Environmental Specialist/Analyst 3 Senior Environmental Specialists 1 Senior Environmental Technician 2 Environmental Specialists 2 Environmental Technicians 3-56 FY Work Plan

82 WATER QUALITY Mission Implement water quality monitoring programs to (1) protect and evaluate basin conditions and (2) comply with regulatory requirements for drinking water wells and the District s NPDES and Water Reclamation permits. Key Issues for FY GWR System (GWRS) Monitoring: Continue to implement water quality monitoring requirements for the final product water and groundwater monitoring wells in compliance with the GWRS permit, as well as recently reduced voluntary testing at monitoring wells. This is a high priority for the department, including assisting with preparation of (1) regulatory quarterly reports, (2) the annual report, and (3) the annual independent advisory panel meeting and supplemental tech memos. Use of the GWRS product water for injection at the Talbert Barrier for seawater intrusion and for surface spreading at the Forebay requires quarterly monitoring of 36 permit specified groundwater monitoring wells. Based on a review by staff and concurrence from the NWRI GWRS Independent Advisory Panel, some supplemental voluntary monitoring/testing performed at the monitoring wells will be reduced this year. Meeting monitoring schedules at both the Talbert Barrier and recharge basins take precedence and require close coordination and scheduling with the Laboratory and other WQ programs to ensure maximum efficiency with sample loads and resources. U.S. EPA Unregulated Contaminant Monitoring Rule Phase 4 (UCMR4): On behalf of basin Producers, OCWD has successfully met the monitoring and reporting requirements for the past UCMR1, UCMR2, and UCMR3 programs. The UCMR4 monitoring program is scheduled over 3 years with monitoring to begin in 2018 and must be completed in year To accomplish this additional drinking water monitoring for Groundwater Producer s (GWP s), many hours of preparation and coordination are required. The additional UCMR4 monitoring challenges for the WQ Department require close coordination with GWP s and the Laboratory to ensure (1) monitoring schedules are developed and met, (2) all required sample collection procedures and quality assurance are followed as required by the specific analytical methods, and (3) all reported sample results are properly entered, reviewed, and reported into the EPS SDWARS4 database with necessary sample results, QA/QC information, and all additional water system information per the EPA UCMR4 reporting requirements. North Basin Groundwater Protection Project (NBGPP): Continue to implement monitoring activities at monitoring wells to track the volatile organics contaminant (VOC) plume and to provide information for the VOC remediation plan in the North Basin area of the District. South Basin Groundwater Protection Project (SBGPP): Continue to implement water quality monitoring activities at monitoring wells in 3-57 FY Work Plan

83 WATER QUALITY southeastern Santa Ana to further investigate the extent of VOCs and perchlorate contamination. GWRS Metals Mobilization Study: Continue to implement water quality monitoring activities to assess potential metals mobilization in groundwater near GWRS recharge facilities. A monitoring program was initiated as recommended by the NWRI GWRS Independent Advisory Panel to analyze for trace metals (arsenic is one metal of key concern) from selected wells in the vicinity and downgradient of the GWRS recharge basins. Monitoring data has confirmed some metals are mobilized along the groundwater recharge flow path due to the geochemical differences between GWRS water and the receiving groundwater aquifer. Monitoring will continue to provide data to assess metals mobilization over a long-term and distance from the recharge basins as well as support monitoring activities for the Stanford metals mobilization research studies. Mid-Basin Injection Project: Continue to implement water quality monitoring activities for the Mid-Basin Injection (MBI) Project which is monitoring the injection of GWRS water directly into the Principal aquifer. Currently, water quality is monitored at two downgradient monitoring well sites (7 separate well casings) as well as at several nearby production wells downgradient of the Demonstration MBI Project. Eight additional well casings will be installed as a part of the ongoing MBI Centennial Project. OCWD Storm Water Permit: Provide field and technical support for the District s GWRS Industrial Storm Water permit to comply with EPA s National Pollutant Discharge Elimination System (NPDES) permit covering storm water management, discharges, water quality monitoring, and reporting requirements. Perform monitoring, site inspection tasks, and annual refresher training as approved in the District s Storm Water Pollution Prevention Plan (SWPPP) and WQ monitoring plan. Under the newly adopted SWQCB storm water permit, two storm water sampling events must be conducted between July and December, and January and June. The permit requires preparation of an annual report and electronic reporting. Santa Ana River Monitoring Program (SARMON): Continue to implement the comprehensive surface and groundwater monitoring program recommended by the SARWQH study. Monitoring activities include sites on the Santa Ana River (SAR), Santiago Basin, and selected downgradient monitoring wells to provide data on travel time and to assess water quality changes that may occur after recharge of water from the Santa Ana River. Monitoring activities are regularly updated and revised based on ongoing review of reported sample results and recommendations from the regular meetings of the SARMON Independent Advisory Panel (IAP). One specific focus of the monitoring program is to continue to monitor and evaluate occurrence of Contaminants of Emerging Concern (CEC, including recently addition of monitoring for perfluoralkyl acids (PFAAs) such as Perfluorooctanoic acid (PFOA) and Perfluorooctanesulfonic (PFOS). Also, Santa Ana River water flowing into and out of the District s Prado basin wetlands are monitored to 3-58 FY Work Plan

84 WATER QUALITY evaluate changes in water quality and to evaluate the effectiveness of the wetlands for water quality treatment. Technical tasks for the SARMON program include but are not limited to assisting with preparation of (1) the biennial report summarizing SAR monitoring results, (2) presentations or technical reports for the NWRI s SARMON IAP annual meeting, and (3) completing the annual SARMON water quality program summary. Seawater Intrusion Program: Continue to implement water quality monitoring activities to helps assess possible seawater intrusion in areas such as the Talbert Gap, Bolsa Gap, and Sunset Gap. Recent monitoring results have shown possible seawater migration landward in the Sunset Gap and impacting a nearby Huntington Beach drinking water well. Hydrogeology has drilled new monitoring wells to assess seawater intrusion in Bolsa and Sunset Gaps to provide information for assessing seawater intrusion. In recent years, over 30 wells have been constructed and added to the seawater intrusion semi-annual monitoring program for the Bolsa and Sunset Gap areas alone. Additional wells, 11 monitoring wells, have also been constructed in the East Newport Mesa Area to provide water quality data in areas of the groundwater basin that do not have any wells. These wells will help to delineate aquifer correlations and construct the annual Shallow aquifer water level (WL) contour maps. Water quality and water level data will aid in delineating seawater intrusion that could potentially impact Mesa WD and IRWD wells, assist with geologic correlations in east Newport Mesa and SW Irvine area, and help fill in data gaps to construct the annual Shallow aquifer WL contour map. GWRS Applied Research and Operational Support: Continuing from last year and building on current knowledge are planned focused water quality studies to evaluate treatment removal efficiencies and membrane integrity assessment (new and older membranes). Specific studies will focus on specific water quality assessments and may include use of external contract lab support for specific analyses such as bacteriophage monitoring and other microbial testing at specific process points. The department will assist with monitoring tasks and coordination with external lab support, as needed. Planning and Coordinating Water Quality/Laboratory Workload: Additional challenges facing the department to manage, track, schedule and coordinate the compliance and non-compliance monitoring activities are dependent on (1) Laboratory resources and analytical capacity, (2) GWRS and MBI monitoring activities, (3) Producer drinking water well state/federal monitoring schedules, and (4) other on-going District projects, research or focused studies, etc. These programs and available resources must be considered in weekly planning and assigning workload. The efficiency of the Water Quality field activities will be dependent on these factors, and resources to initiate monitoring schedules for newly constructed wells or locations for various projects (if approved; see below). Scheduling and coordinating workloads that maximize the Laboratory and Water Quality department s efficiencies are challenging (i.e., maximum samples per extraction methods, etc.) to meet the 3-59 FY Work Plan

85 WATER QUALITY water quality data information needs for the various compliance and noncompliance monitoring programs and research investigations. Monitoring Activities for Other Projects or Investigative Studies: Pending Board approval, commitment or agency agreements (see below) several District projects, investigations or research endeavors will commence that will require field and technical assistance from the Water Quality Department (see below). Account Information FY FY FY Actual Budget Proposed Budget Salaries and Benefits 1,592,529 1,679,442 1,606,680 Services and Supplies 280, , ,100 Total $1,872,723 $2,197,989 $1,947,780 I FY Major New Initiatives/Programs Field support and resources may be needed to monitor water quality from existing locations or new monitoring wells to be constructed for the projects listed below, pending Board approval. These are listed as potential programs/projects for planning projections only. Tracer Study Burris Basin, Santiago Basin and Santiago Creek Area Tracer studies may commence downgradient of Burris Basin, Santiago Basin and Santiago Creek to provide groundwater travel time and flow paths in support of future GWRS recharge at these locations. An extensive tracer study was performed in the Forebay area recharge facilities and SAR providing technical data to document groundwater flow paths and travel time and a similar study is planned for this area of the basin to provide real-time tracer data. Three nested monitoring wells consisting of 14 wells are planned at strategic downgradient areas for the tracer study. Other wells within the study area will be incorporated in an extensive monitoring program and timeline to ensure capture of arrival of the tracer for age dating, confirmation of groundwater flow paths, and arrival times. Mid-Basin Injection (MBI) Centennial Project Future injection wells in Centennial Park located in Santa Ana are planned similar to MBI-1 which was completed in April As part of the MBI expansion at Centennial Park, several new nested monitoring wells (SAR-12 and SAR-13) are have been constructed and will be monitored to provide background water quality for future areas of GWRS injection. Monitoring activities will include comprehensive baseline monitoring of the underlying aquifers before start-up of the new Centennial Park injection wells. Quarterly monitoring will continue to assess changes in water quality over time as injected water migrates downgradient to the nested wells. As with MBI-1 and SAR-10/SAR FY Work Plan

86 WATER QUALITY monitoring wells, monitoring will likely include monitoring for metals mobilization as well. South Basin Groundwater Protection Project (SBGPP) - Phase I investigation included construction of 6 nested wells consisting of 18 wells drilled to various depths. Water quality monitoring has been continuing for over two years at a semi-annual frequency. The Phase II investigation has commenced and included construction of 7 nested wells within the study area to fill in data gaps at various depths and locations. Twenty-nine monitoring wells have been drilled and are initially being sampled by an outside contractor. Following initial monitoring, OCWD will take over monitoring water quality conditions to identify constituents of concern and levels of occurrence. Water Quality Evaluation of Stormwater Runoff - Glassell site The County of Orange has retrofitting an existing 10 acre office space site located in the City of Orange on Glassell St. to infiltrate stormwater on-site. The retrofit will include multiple EPA low impact development (LID) features to reduce stormwater run-off/pollutants and improve water quality. Possible LID features include bioswales, modular wetlands, permeable paving, and a subsurface cistern to treat stormwater and to retain the majority of stormwater on-site. The County will be collaborating with OCWD and the City of Orange with specific aspects of the project, which may include water quality analysis and addressing groundwater quality before and after infiltration. Prado Basin Sediment Management Demonstration Project - The Planning and Watershed Management Department is working with the Army Corps to address the build-up of sediment behind Prado Dam. Monitoring of water quality during this project is expected once activities begin in August II Core Activities The Water Quality Group is primarily responsible for (1) implementing water quality monitoring programs to protect and evaluate basin conditions, including emerging contaminants; (2) providing technical and field support for compliance programs, District projects, and research investigations; (3) disseminating water quality information and assisting with expansion and update of the WRMS database (historic and new water quality data); (4) reviewing and commenting on relevant water regulatory and compliance issues (e.g., drinking water, stormwater, de minimis permits, etc.); and (5) providing support to ensure that the District complies with regulations pertaining to the Safe Drinking Water Act and Clean Water Act amendments. Core activities include: Implementing surface and groundwater quality monitoring programs for (1) compliance with permits, mandated environmental and drinking water regulations, (2) District projects and research investigations, and (3) evaluating the ambient quality of the groundwater basin. Scheduling and sampling groundwater producer wells for compliance with state/federal drinking water regulations for regulated and unregulated 3-61 FY Work Plan

87 WATER QUALITY chemicals; reviewing, approving and reporting chemical data electronically to the state on behalf of the groundwater Producers; assisting with data compilation for the groundwater Producers Annual Consumer Confidence Report, Public Health Goals Report, Annual District Engineer s Report, GWRS Annual report, and SARMON biennial report. Implementing basinwide monitoring for constituents proposed for regulation and emerging chemicals of concern (CEC) to assess occurrence and distribution within the Orange County Groundwater Basin and potential impact to the groundwater Producers and OCWD. Overseeing and performing the compliance monitoring activities at groundwater monitoring wells specified in the GWR System permit and permit Amendments, including water used for blending, final product water, coordinating with contract labs for selected analyses not performed by OCWD s Main Laboratory (e.g., asbestos, dioxin, radioactivity, etc.). GWRS monitoring activities include both Forebay and Talbert Barrier locations, Mid- Basin Injection, and relevant research investigations associated with tracer and intrinsic studies to (1) establish groundwater flow paths and travel time to the nearest wells (potable and monitoring), (2) assess metals mobilization issues, joint research projects, and (3) assess treatment processes and changes in water quality after time underground, etc. through joint research endeavors. Implementing a surface and groundwater quality monitoring program to assure the continued safety of the Santa Ana River as source water for groundwater replenishment (SARMON monitoring activities). Ensuring compliance with the District s NPDES general de minimus dewatering permit including weekly notification, sampling, treatment of purged groundwater (as needed), data analysis, and preparing monthly compliance reports. Reviewing and approving new water quality data for the District s WRMS database; compiling and analyzing data for reports and internal staff, the Board, and groundwater Producers. Coordinating with the Regional and State Water Quality Control Boards to provide appropriate water quality data to assess compliance with Basin Plan objectives for the SAR, TMDL issues, and other water quality river issues relevant to protection of the OCWD groundwater basin. Performing semi-annual water quality monitoring of coastal wells to assess the extent of seawater intrusion; coordinating with Hydrogeology on reviewing and revising program as new data become available. Assisting with field data collection for the semi-annual basinwide water level monitoring program to identify threats to the basin (i.e., groundwater overdraft, seawater intrusion, etc.) and provide groundwater elevations of basin aquifers measured six times annually FY Work Plan

88 WATER QUALITY Fulfilling water quality and water resources information requests from the public, groundwater Producers, and regulatory agencies; responding to special data requests for external site investigations and litigations. Tracking, reviewing and addressing new emerging contaminants of concern; evaluating basin water quality conditions for emerging contaminants, assessing management and response strategies, coordinating with Public Affairs and groundwater Producers with water quality information. Preparing reference materials and presentations on water quality issues; participating on advisory committees specific to water quality issues of concern to OCWD and groundwater Producers. Reviewing and commenting on proposed regulations such as federal and state maximum contaminant levels (MCLs), state notification levels and public health goals, unregulated chemicals, NPDES permits, emergency regulations, etc. relevant to the District and groundwater drinking water source monitoring. Responding to and coordinating with regulatory agencies on emergencies and hazardous materials spills, fire fighting run-off, etc. that may affect groundwater quality. Perform WQ monitoring as needed to assess potential discharge impacts to recharge facilities or groundwater. Assisting with preparation of regulatory compliance reports and other water quality reports. III Non-Core Activities Non-core activities (secondary priority compared to core activities) conducted by the Water Quality Group include: Serving on water quality and project advisory committees for ACWA, WEROC, etc. on emerging water quality issues relevant and beneficial to OCWD as managers of the groundwater basin, preparing for water resources emergencies (i.e., earthquakes), etc. Assisting other water agencies and Public Affairs in addressing water quality issues, emerging contaminants, and tracking and assist in preparing comments on proposed relevant drinking water-related regulations. IV Group Goals for FY Administer Water Quality Monitoring Programs: Ensure water quality sample collection is performed with high quality and analyzed for (1) compliance with mandated drinking water quality regulations and regulatory permits, (2) District projects and investigations, and (3) evaluating the quality of the basin (e.g., seawater intrusion in coastal areas). Evaluate new emerging chemicals of concern and coordinate with the Laboratory to implement compliance monitoring requirements for drinking water sources, UCMR4 monitoring requirements, GWRS compliance monitoring locations, focused studies, and to ensure maximum use of resources for both departments. Work with Laboratory to effectively and efficiently schedule analysis for new 3-63 FY Work Plan

89 WATER QUALITY changes to testing frequency within GWRS groundwater and SARMON programs. Data Management Activities: Ensure new data are reviewed with high quality assurance and approved into the WRMS database for end users; submit Producer compliance data electronically to the SWRCB Division of Drinking Water (DDW) database; prepare annual water quality schedules for DDW and groundwater Producers; prepare annual data summaries for groundwater producers for the Annual Consumer Confidence and triennial Public Health Goals reports; prepare annual water quality data summary for OCWD s Engineer s Report, GWRS quarterly/annual reports, and SARMON biennial report; prepare and submit Annual Industrial Stormwater report and compliance stormwater monitoring results electronically. Water Quality Regulatory Activities: Review and comment on newly proposed state or federal drinking water standards (MCL), state notification levels and evaluate potential impacts to groundwater basin and coordinate with groundwater Producers; continue to track and comment on proposed nondrinking water regulations relevant to OCWD s activities (e.g., state NPDES general permits, stormwater permit, etc.); monitoring federal and state regulatory schedules for upcoming proposed drinking water regulations review and comment during public comment period. Implement the Santa Ana River Monitoring Program: Continue to implement the long-term Santa Ana River Monitoring (SARMON) Program in joint effort with Regulatory Affairs. Manage and provide oversight to ensure monitoring activities are completed based on recommendations of the NWRI convened SARMON Independent Advisory Panel. Talbert/Bolsa/Sunset Gaps Seawater Intrusion Monitoring: Implement the seawater intrusion program in the Talbert/Bolsa/Sunset Gaps as recommended by the Hydrogeology Group to provide real-time water quality information to aid in assessing the extent and areal distribution of seawater within these gaps. Water level (some locations measured six times per year) and semi-annual water quality monitoring activities are conducted to provide information for Hydrogeology s assessment to evaluate the landward migration of seawater and adjust monitoring activities based on findings. Water Quality Protection: Activities include tracking, reviewing and addressing new chemicals of concern, evaluating basin conditions or source waters potentially used for groundwater replenishment (e.g., perchlorate/chlorate in the Santa Ana River); monitor and review media and research reports; coordinate with regulatory agencies on upcoming new water quality issues; provide field water quality monitoring support for Board approved projects that authorize construction of new monitoring wells for District projects and investigations. New Water Sources: Implement groundwater monitoring activities for shortterm focused studies related to recharge enhancement (stormwater infiltration projects; river water sediment removal and percolation studies); provide compliance testing for newly constructed groundwater Producers drinking 3-64 FY Work Plan

90 WATER QUALITY water wells and new monitoring wells approved by the Board for specific water quality studies; evaluate new source waters for GWRS (e.g., possibly monitor flood control channel waters for diversion to OCSD for GWRS, SARI Line water quality studies, etc.). Aquatic Weed and Pesticide Control: Continue to coordinate with Forebay Operations to use non-chemical methods to address pests (e.g., midges at recharge basins) and vegetative growth at the wetlands in lieu of chemical application. Non-chemical strategies avoid (1) coverage under the SWRCB aquatic weed and pesticide NPDES permits, (2) pre- and post-water quality monitoring and analysis of the applied aquatic pesticides, (3) preparation of regulatory reports, and (4) issues of the District applying chemicals to water bodies potentially tributary to the river and/or underlying groundwater. Standard Operating Procedures (SOPs): Review and update department SOPs and conduct periodic refresher training. Improved Water Quality Monitoring Efficiency Assess new methods and strategies to increase field productivity without compromising quality of sample collection or integrity of sampled water. Improve sample collection equipment and sampling procedures; review, revise and finalize standard operating procedures and implement processes to increase efficiency and productivity. Continue with evolving department-wide cross-training programs. Evaluate options to streamline specific monitoring programs for broader coverage, increase efficiency, and reduce sample load to the laboratory. Continue to research and improve mobile carbon treatment system and equipment decontamination procedures. These systems help to address high concentrations of volatile organic compounds (VOCs) and chemicals that exceed regulatory limits or notification levels (e.g., perchlorate and 1,4-dioxane), which require treatment of purged water prior to discharge. Continue to evaluate methods to forecast optimum schedules to changeout spent carbon in mobile treatment units to avoid breakthrough and to address new contaminants requiring removal prior to discharge. Research new technologies for automating field data collection and documentation tasks. V Pending Activities Major activities that are reduced, not being implemented or conducted include: Stormwater monitoring of the Santa Ana River and tributaries to OCWD s recharge facilities. Non-point source water quality monitoring on the river and tributaries near OCWD s recharge facilities. Implement more enhanced quality assurance data review protocols for data analysis and tracking of water quality concerns to identify developing water quality issues (e.g., increase in color, seawater intrusion, volatile organics, 3-65 FY Work Plan

91 WATER QUALITY SAR monitoring, upper watershed, etc.); provide notification to OCWD managers and stakeholders; prepare semi-annual reports, as needed. Implement continued monitoring of the Riverbed Sediment Removal Studies such as the Riverbed Filtration Demonstration project to assess the overall water quality changes pre-, post-treatment, and after percolation as measured by water quality in the nearest monitoring wells (AM-51/1 and AM-51A/1). Quarterly or monthly water quality monitoring of upper SAR watershed wastewater discharges; investigate water quality issues originating from the upper watershed that may potentially affect the Orange County groundwater basin (e.g., chlorate, NDMA, and other emerging constituents). Develop and prepare an annual Water Quality report of the basin (deferred for several years) strive to prepare initial report with multi-department input in near future. Provide enhanced staff development (internal and external) and mentoring to take on higher-level duties and responsibilities; enhance and broaden crosstraining to increase flexibility and ability to respond to changing conditions. Active attendance and involvement with water associations and agencies on water quality issues relevant to OCWD and groundwater Producers. VI Staff Addition Needed for FY None VII Future Issues In the next several years, the District will need to consider the following issues and the associated resources and costs. Evaluate and purchase more efficient sampling equipment to improve productivity with field monitoring activities, treatment of purged groundwater, and replace aging vehicles, as needed. Complete the process to move the mobile carbon change-out process from the Hazmat locker to a location (e.g., building with mezzanine or modular building) with a higher profile to (1) install a gravity-fed silo system, (2) provide a working environment at ground surface (level, flat), and (3) address and improve ergonomic and potential safety issues with the current process. Evaluate and assess resources and options to meet the increasing new water quality monitoring workload generated by expanding projects, new projects, focused studies, and research partnerships (i.e., UCMR, GWRS injection or spreading, metals mobilization, tracer studies, SBGPP, NBGPP, seawater intrusion, etc.) with existing staff. Adapt to (1) increasing new regulations requiring new monitoring activities, (2) implementing new and relevant research investigations, (3) researching enhanced protocols for equipment decontamination, and (4) assuring high quality assurance with all field tasks and activities FY Work Plan

92 WATER QUALITY Provide field support to monitor North Basin Groundwater Protection project (NBGWPP) monitoring wells and associated monitoring activities for the treatment facility in compliance with future treatment permit requirements. Provide field support for the South Basin Groundwater Protection Project (SBGPP) investigations. Future monitoring wells will be needed to provide WQ data to delineate the extent of contamination and to evaluate feasibility of an interim groundwater remediation/containment system. Continue to provide field support for the GWRS project that includes enhanced monitoring activities at select downgradient wells for new areas in the basin receiving GWRS water to (1) establish baseline conditions, (2) monitor metals mobilization, and (3) evaluate/assess changes in water quality FY Work Plan

93 ADVANCED WATER QUALITY ASSURANCE LABORATORY Existing Staff 30 FTEs 1 Laboratory Director 1 LIMS - QA/QC Administrator 4 Supervising Chemists 6 Senior Chemists 10 Chemists 1 LIMS-Data Analyst 4 Senior Laboratory Technicians 3 Laboratory Technicians 3-68 FY Work Plan

94 ADVANCED WATER QUALITY ASSURANCE LABORATORY Mission Provide high quality, timely, and efficient analytical services to support the Groundwater Producers groundwater source water quality monitoring and unregulated contaminant monitoring requirements, as well as the District s water quality testing needs for operational support monitoring, permit-required water quality monitoring, applied research, and overall groundwater quality assessment in support of Basin management activities. Key Issues for FY New Laboratory Information Management System (LIMS) The Laboratory must complete development and work with its software vendor, Autoscribe, and proceed with the testing and full-scale implementation of the new Matrix Gemini LIMS to replace the 15+ year old Aspen LIMS that is no longer supported. Federal Unregulated Contaminant Monitoring Rule Phase 4 UCMR4 The District continues to support the federally mandated Unregulated Contaminant Monitoring Rule No.4 (UCMR4) program from 2018 to 2020 for the Groundwater Producers. It is likely that initial testing will begin in 2018, with regular UCMR4 sampling will begin in earnest in July The AWQAL has been certified for 7 EPA methods to support analytical requirements under this program and continue the process of List 1 and 2 assessment monitoring for the total of 28 constituents using new EPA methods: 525.3, 552.3, 530, 541 and the existing methods: 200.8, & SM5310C. As within past UCMR programs, the required method performance and QA/QC management is critical to the success of this support. The AWQAL and Water Quality Department successfully managed the three UCMR monitoring samples of UCMR 1, 2, 3 programs with less than 5% resampling and reanalysis requests. In addition to the sample analysis for UCMR programs, EPA requires an acceptable quality control management plan for every batch of the samples. Laboratory resources within this budget cycle will be dedicated to develop technical expertise to generate fully acceptable QA/QC data packages for the drinking water samples to maintain the USEPA approved laboratory status for the UCMR 4 program. GWRS Permit & Operational Support The Advanced Water Quality Assurance Laboratory (AWQAL) continues to generate operational and permit compliance data in support of the GWRS project. Regular operational plant monitoring (weekly/monthly/quarterly) has been reduced after a review of the last 10 years of water quality data. Furthermore the sample load from quarterly comprehensive testing at 40+ GWRS groundwater monitoring locations will be reduced significantly with most organic constituents only needing to be tested annually. Conversely, additional support will be required for new groundwater monitoring wells installed as a part of the Mid Basin Injection (MBI) Centennial project. Laboratory staff members continue to coordinate sample loads and investigations with the Water Production Group as well as other departments and OCSD. GWRS Optimization Research & Development The AWQAL continues to support GWRS related applied research led by the Research & Development (R&D) Department. Ongoing support includes water quality testing of potential replacement RO 3-69 FY Work Plan

95 ADVANCED WATER QUALITY ASSURANCE LABORATORY membrane during their 6-12 month trial periods and testing in support of periodic UV- AOP pilot reactor experiments investigating process optimization and disinfection byproduct (DBP) formation. Ongoing grant-funded research projects requiring lab support include two supported by the Water Environment & Reuse Foundation (WE&RF) on a rapid nitrosamine analytical method and post-treatment optimization. New (R&D) research projects for FY18-19 requiring lab support include the US Bureau of Reclamation grant-supported research projects assessing Closed Circuit Desalination (CCD) and Forward Osmosis (FO) technologies for water recovery from RO concentrate recovery and a separate investigation into NDMA precursor removal by advanced treatment processes. North & South Basin Groundwater Protection Projects Both the North Basin Groundawter Protection Project (NBGPP) and the South Basin Groundwater Protection Projects (SBGPP) continue to require laboratory support and have been expanded with monitoring additional wells required as a part of their ongoing Remedial Investigations (RI). Santa Ana River Monitoring (SARMON) Program The SARMON program requires monthly, quarterly, and annual testing at surface water and groundwater monitoring sites. The SARMON sample load has been significantly reduced after a review of the last 10 years of water quality data, with many organic constituents only needing to be tested annually now. Replacement of ICP-MS, autosamplers and autodilutors to improve analytical performance The Lab needs to replace a 9 year old ICP-MS with a new generation of ICP-MS to improve analytical sensitivity and reliability of trace element analysis. The workload of ICP-MS analysis is increasing and low level detection capability is required for GWRS plant, groundwater basin, drinking water samples and UCMR 4 program to support the minimum reporting level of 0.3 ppb Germanium and 0.4 ppb Manganese. Improved Laboratory Productivity and Cost Containment The AWQAL team takes great pride in the development of cost efficient high quality processes. We continue to work closely with the Purchasing staff to further expand the automated reorder process for those products and reagents we continuously utilize within our analyses. Lab staff members work closely with our vendors to secure the best possible pricing on instruments, support, and supplies. We continue to develop our staff support around a flexible team structure through a cross training schedule and team working environment, which has kept District labor demands at the lowest possible level. Staff members are rotated and cross trained through all methods of analysis, to ensure flexibility within analytical capabilities. Laboratory staff members continue to advance technological improvements with globally recognized instrument vendors to further address cost effectiveness and exceptional laboratory services. Potential adjustments to monitoring frequencies will need to be properly coordinated through the lab to keep efficiencies at a high level. Sample load scheduling must be properly planned so that additional benefits to our monitoring programs can be achieved. We have also used the vendors to provide in-house training and user group workshops on preventive maintenance (PM) and data system applications on the more sophisticated analytical instrumentation. This has helped reduce our training expenses, and has promoted the District s image as a leader in water quality technology FY Work Plan

96 ADVANCED WATER QUALITY ASSURANCE LABORATORY Account Information FY Actual FY Budget FY Proposed Budget Salaries and Benefits 3,734,520 4,051,878 4,248,410 Services and Supplies 1,437,950 1,373,403 1,460,800 Total $5,172,470 $5,425,281 $5,709,210 I FY Major New Initiatives/Programs The laboratory is a service oriented department, and we continue to provide analytical support to a wide range of District programs. New initiatives and support will be based on specific project requirements within several departments and investigations. II GWRS Research and Optimization Two new USBR grant-supported projects GWRS Groundwater monitoring new monitoring wells for the MBI Centennial Project Provide analytical support and maintain approved status for the UCMR4 program North and South Basin Protection Projects and associated litigation data support Bi-annual State ELAP Audit and adopting TNI quality system by January 2021 Complete the implementation of New Matrix-LIMS replacing 15+ year old Aspen LIMS Investigation of local occurrence, fate, and transport of perfluorinated compounds Core Activities The Advanced Water Quality Assurance Laboratory utilizes cost-effective analytical services in support of all monitoring programs and projects required by the District. Water quality data generated by the laboratory provides critical analytical information, needed to make timely accurate decisions, for regulatory requirements as well as the direction and support of District policies. Our facility is designed as a compliance-monitoring laboratory certified with the State of California and US EPA. Basic core laboratory activities include: Support Groundwater Producer s required drinking water quality compliance testing and source assessments. Support basin wide groundwater monitoring programs, and provide both compliance and informational analytical data. Ensure proper method compliance for state and federal drinking water requirements. Protection of the Basin and the SAR through analytical monitoring. Support and direction of emerging contaminants and water quality issues, to address both GWRS plant, mid injection well development and basin wide concerns. Procurement of needed analytical State Certifications with the SWRCB, as well as development of any needed EPA methodology. Support federal monitoring programs as requested by the Groundwater Producers approved by District management UCMR Support for the Green Acres Project (GAP) facility for both permit requirements and operational feedback FY Work Plan

97 ADVANCED WATER QUALITY ASSURANCE LABORATORY III Support investigations in both treatment research and in-house analytical methodologies. Provide solutions to improve cost effectiveness - both within plant processes as well as with laboratory procedures. Non-Core Activities The AWQA-Laboratory s support has always been a strictly core activity department without many non-required duties. This has been based on years of natural growth in workload, which has caused all non-essential tasks to be dropped. Non-core activities (secondary priority compared to core activities) conducted by the AWQA-Laboratory group include: Support of research and monitoring programs not directly benefiting District or laboratory processes. Support of public relations tours and NWRI investigations and studies. Support of Department of Homeland Security and CAMALnet investigations for emergency response. IV Group Goals for FY New Instrumentation - The new generation of ICP-MS will be installed to provide an enhanced performance and the following benefits not available with the 9-year old system, which is at the end of its useful life expectancy: Software performs dilutions automatically to reduce analytical time and labor Smart gas dilution for measuring high and low-level elements simultaneously 3 Distinct Modes of Operation, 3 cone design, and 3 correction gas channels Maintenance free coil, lens and semi maintenance free single pump Modem which allows remote trouble shooting and remote operation of system Bench top design enabling it to be placed directly against the wall. GWRS Operational, Research, and Compliance Support Laboratory support of the GWRS is critical in maintaining compliance and permit goals. We will continue to support all process investigations that require analytical data. Continued focus on emerging targets and future investigations into AOP/UV disinfection by-products will be required. Total support of the GWRS represents nearly a third of the workload received by our department. GWRS research through all treatment steps and the proposed RO concentrate recovery pilot studies will be required within this budget cycle. Emerging Contaminant Method Development and Improvement The laboratory seeks the following improvements and enhancements to its current emerging contaminant methods: Lowering the detection limit for sucralose from 100 ppt to 10 ppt or lower, in support of RO removal efficiency demonstration Assessing the possibility of using direct injection for the CEC method in order to enhance throughput by avoiding sample extraction prior to analysis. Typically, 3-72 FY Work Plan

98 ADVANCED WATER QUALITY ASSURANCE LABORATORY direct injection does not permit the same level of accuracy and sensitivity at very low concentrations, yet may be suitable for many District samples Adding additional perfluorinated targets to EPA Method 537 Moving the AWQAL s method for N-nitrosodimethylamine (NDMA) from liquidliquid extraction to solid phase extraction for all non-wastewater matrices, while also investigating increasing the sensitivity of NMOR detection New LIMS Implementation The new LIMS will provide an established upgrade path that will keep the new LIMS up to date with rapidly changing technology. LIMS has consistently been one of the most cost-effective software applications utilized at the District. LIMS is an outstanding tool for the reporting of water quality data from our facility. Managing AWQA-Lab s data is a very complex task. In FY , 29 Laboratory staff processed 19,545 samples, reported 408,114 test results to WRMS, and produced over 500,000 Quality Control test results. In 2017, over 10 million data points were added to LIMS. During FY , the District contracted with a software vendor, Autoscribe, to develop and configure a new LIMS, called Matrix. It is anticipated that this Matrix LIMS will be in working production for the lab by September Staff must work with the LIMS vendor to plan, organize, direct and control the transition to the new Matrix-LIMS. As the AWQAL moves to the new Matrix-LIMS, staff will be trained to play a larger role in maintaining and configuring new Matrix-LIMS. Four current AWQA-Lab staff will be trained to change quality control acceptance ranges, changes currently done by the LIMS Administrator or Information Services. Trained AWQA-Lab staff will not only manage their data but also configure LIMS without writing computer code. Trained AWQAL staff will understand its work processes and can rapidly configure LIMS based on that expert knowledge. This training is cost-effective because LIMS configuration requests to Information Services will be reduced. Optimization of Laboratory Efficiencies Staff & Processes The laboratory staff continues to work as a cohesive team, and support flexibility continues to be a required goal of our department. Two new staff will start in January 2018 and staff training is a critical support issue and we continue to increase operational knowledge of our analytical systems. This has helped to expand coverage during our heaviest workloads. The District s laboratory also stresses process efficiencies and cost effectiveness. Staff members continue to investigate improvements to the supply ordering process and streamlining overall data analysis and reporting. Furthermore, due to the significant reduction in sample loads from the GWRS Groundwater Monitoring and SARMON programs, resources have been freed up for UCRM4 testing, R&D project support, and additional method development and optimization. Laboratory staff will need to be agile and flexible to take on a more diverse and dynamic sample load FY Work Plan

99 ADVANCED WATER QUALITY ASSURANCE LABORATORY V Pending Activities Major activities not being fully supported include: Outsourced monitoring EPA (endothall), EPA 556 (formaldehyde), bacteriophage, radioactivity, asbestos, and dioxin monitoring needs are all farmed out to specific contract labs. This is currently a cost-efficient approach by reducing chemical cost and staff overtime as these water quality concerns does not require significant monitoring frequencies. Based on current inputs, phenoxy acid herbicides, endothall, formaldehyde phage testing do not appear to have an increased focus within District monitoring programs, which would require in-house monitoring. The Lab has to balance the workloads from the plant expansion and additional research project samples with the limited analytical systems and staff resources. Method Development As we continue to increase analytical capabilities within overall monitoring support, it has been difficult to address future support requirements such as bringing on-line 8 Nitrosamines using GC/MS/MS using Solid Phase Extraction (SPE) and Perfluoroalkyl Acids, NDELA and 10 ppt RDL for Sucralose using LC/MS/MS. A specific area of concern is based on CEC monitoring and the use of the LC/MS/MS system for both drinking water and wastewater samples. Increased support loads on this system can generate workload backlogs, and thus will influence any additional method development support using this system. Proper sample load projections must be utilized to determine these future analytical support requirements. It is difficult to support continued expansion of capabilities without adjustment to monitoring frequency or support resources; proper scheduling is the key to these method development issues. Research Activities and Agency Meetings The Laboratory continues to support District research activities. However, it is critical that these support requirements be properly coordinated with laboratory resources. This budget cycle may provide some additional support windows for investigations, especially if compliance requirements can be reduced to annual samplings. Research demands focused on AOP, MF, RO, UV, peroxide, and OCSD Plant No. 2: UF/MF pilot studies to support final GWRS expansion design can benefit from an early notification of these analytical needs. Issues concerning CEC monitoring and analysis of new targets move quickly, thus it is critical for laboratory staff members to attend meetings with other agencies and researchers that are providing similar support. Information gained from such meetings has helped shape our support and target lists. Attending these informative meetings is based on workload requirements and compliance duties. CAMALnet (California Mutual Aid Laboratory network) & Department of Homeland Security Support There are still efforts at the State and Federal levels to address water security issues, and the overall coordination of analytical support. Based on workloads and duties, we have not been an active player in supporting these groups. The development of specific methods to address potential targeting of water resources is currently not within our scope. The District s laboratory will continue to monitor the progress of these programs, through adjunct participation of CAMALnet (California Mutual Aid Laboratory network) and Department of Homeland Security. This state level program includes active participation by SWRCB and MWD addressing these water security/analysis related concerns FY Work Plan

100 ADVANCED WATER QUALITY ASSURANCE LABORATORY VI Staff Additions Needed for FY N/A VII Future Issues In the next two to three years, issues the District will need to consider include: Continue laboratory support of the unregulated contaminant monitoring rule (UCMR), which is approved and directed by the District s Board. UCMR4 monitoring will run from March 018 until 2020; an annual program audit by EPA and the method compliance will be required within the next several budget cycles. Conditions may arise where we need to develop a more sensitive analytical method for Nitrosodiethanolamine (NDELA), NMOR, sucralose and other synthetic chemical compounds. LC/MS/MS or GC/MS/MS systems could be utilized to achieve these lower reporting levels. The District lab operates 5 GC/MS-ion trap systems manufactured by Varian Instrument Inc. After Agilent Technologies took over Varian Instrument Inc. in 2011, Agilent Technologies discounted the MS-ion trap technology and will end the MS-ion trap system support in 2-3 years. The lab is planning to replace 5 GC/MS-ion trap systems aged 7-10 years by next 2-3 years to support UCMR program and Title 22 analysis. As cited above, the geology department has expressed interest in monitoring specific targets at lower than current reportable levels. Methyl tertiary butyl ether (MtBE) and Bromate are two such examples, where lower reportable levels would benefit monitoring programs by identifying the leading edge of contamination plumes, or an earlier notification of water quality concerns before exceeding an MCL. Other analytical methods are currently available that would provide enhanced sensitivity to address these needs, depending on target. Again, LC/MS/MS or GC/MS/MS could be utilized to achieve these lower levels of reporting. This would require the acquisition of these instruments to provide this enhanced monitoring support. We continue to get feedback from State officials and other laboratories that speciation of arsenic may be required as a future water quality monitoring criteria. As with the examples above, this would require other hyphenated techniques liquid chromatography followed by HG-ICP/MS analysis to generate this level of data. We will continue to monitor this future requirement, which may require adjustment to our analytical capabilities. UV/AOP treatment within the GWRS continues to warrant further investigation and research. Disinfection By-Products (DBPs) specific to this treatment technology have not been fully studied or investigated. This is an area that should be developed as an investigative monitoring program. We continue to develop the analytical techniques to detect extremely low levels (parts per trillion: ppt) of 1,2,3-Trichloropropane (TCP), Methadone, Nitrosodiethanolamine (NDELA), p-chlorobenzene Sulfonic Acid (p-cbsa), Methyl Isothiocyanate (MITC), and Sucralose within the GWRS system and the monitoring wells close to the recharge basin. These target compounds are moderately removed within the treatment process and could be linked to source control issues. The District has detected significant levels (parts per billion: ppb) of Sucralose coming through the GWR System. The laboratory 3-75 FY Work Plan

101 ADVANCED WATER QUALITY ASSURANCE LABORATORY continues to monitor persistent emerging contaminants using the automated solid phase extraction (SPE) techniques and tandem mass spectrometry systems. The District continues to strengthen our interactions and communications with Orange County Sanitation District s laboratory and source control programs. This relationship has benefited many of the water quality monitoring and characterization projects that have impacted our processes: NDMA formation study, 1,4-dioxane and 1,3-dioxolane source control, chemicals of emerging concern (CECs), etc. We continue to see potential benefits in collaboration and regulatory alignment with OCSD divisions, as we further investigate new targets, GWRS performance and phase II final expansion project. Constituents of Emerging Concern (CECs) continue to receive political attention as a significant water quality issue. As our laboratory supports the monitoring of this issue, it is important to develop a proper priority setting process by which targets are brought online within our analytical monitoring programs. CEC monitoring requires significant analytical support, and technical expertise using highly sensitive analytical systems such as LC/MS/MS, IC/MS and GC/MS/MS, and an enhanced target selection process is needed to effectively keep analytical resources properly addressed. Currently, the lab is applying EPA Method 537 Rev. 1.1 to include the branched PFOA isomer for total PFOA determination to verify the 70 ppt heath advisory limit set by USEPA. This is especially true as additional research in this field will continue to identify new targets of concern, before SWRCB and EPA can fully address them within any monitoring criteria FY Work Plan

102 RESEARCH AND DEVELOPMENT RESEARCH AND DEVELOPMENT Existing Staff 7 FTEs 1 Research Director 2 Principal Scientists 2 Senior Scientists 1 Scientist/Process Specialist 1 Scientist In addition to the above FTEs, the R&D Department in FY is expected to have three Postdoctoral Research Associates (full time, limited-term contract). Mission Conduct applied research that supports the District s operational, regulatory, and water quality objectives through innovation, technology evaluation, development of new or improved processes and methods, and collaboration with universities and topic experts FY Work Plan

103 RESEARCH AND DEVELOPMENT Key Issues for FY In cooperation with Water Production staff, continue research into microfiltration (MF), reverse osmosis (RO), and ultraviolet (UV)/advanced oxidation process (AOP) issues at the Advanced Water Purification Facility (AWPF) that affect the Groundwater Replenishment System s (GWRS) efficiency in order to help decrease GWRS operation and maintenance (O&M) costs and enhance water quality. Work with the Planning and Forebay Operations departments to improve percolation efficiency and reduce O&M costs, including field sampling and laboratory support. Continue to address focus areas presented to, and supported by, the GWRS Independent Advisory Panel (IAP) regarding minimization of N- nitrosodimethylamine (NDMA) reformation post-uv/aop and incorporation of Next Generation Sequencing into the microbial water quality R&D program. Continue to seek collaborative partnerships with other research groups (academic and industrial) and funding agencies capable of expanding the scope of groundwater recharge and advanced water treatment research at OCWD. Account Information FY FY FY Actual Budget Proposed Budget Salaries and Benefits 1,138,089 1,173,227 1,335,133 Services and Supplies 254, , ,770 Total $1,392,810 $1,392,691 $1,581,903 I FY Major New Initiatives/Programs Expansion of the R&D postdoctoral research program via hiring of two new Postdoctoral Research Associates (for a total of three positions). Identification of new research avenues based on the expertise of a Postdoctoral Research Associate hired to support groundwater recharge research at R&D s Field Research Laboratory (FRL). New collaborative research partnerships to be pursued with UCLA and UCI. Support GWRS Final Expansion as needed, including treatment technology or other evaluations. Modifications and improvements to the satellite vessel RO product testing program in collaboration with Water Production and consultant (SPI). Increase outreach and publication of R&D work including for the public, as suggested by Board of Directors, in collaboration with Public Affairs FY Work Plan

104 RESEARCH AND DEVELOPMENT II Core Activities Solve problems and research promising technologies to improve water quality and to increase the efficiency of District water treatment and recharge operations. Provide scientific and technical support to GWRS treatment processes, recharge, and injection. Provide support and implementation of strategies to increase capture and recharge of Santa Ana River (SAR) flows via more efficient recharge practices, as well as evaluate the watershed sources of pathogens and contaminants that affect SAR water quality. Report research progress internally via inter-departmental communications and reports, and via participation in the Recharge Enhancement Working Group (REWG). Develop and evaluate new analytical methods for detecting contaminants and pathogens. Seek external funding. Publish and present research findings. Continue Postdoctoral Research Program, which began with first hire of Postdoctoral Research Associate in FY , to conduct research that supports the District s core objectives. III Non-Core Activities Participate in scientific advisory panels/research advisory boards/research project advisory committees (PACs). Provide consulting information to other water agencies, utilities and regulatory agencies. IV Group Goals for FY GRANT FUNDED RESEARCH: These projects are funded wholly or partially through external grants, including funding for OCWD labor and/or equipment/supplies. Middle Santa Ana River Pathogen Total Maximum Daily Load Study, funded by SAWPA (9955) [2008 to present] This is a long-term study managed by the Santa Ana Watershed Project Authority (SAWPA), with OCWD and the Regional Water Quality Control Board (RWQCB) as Technical Leads, and funding and sampling support from San Bernardino County Flood Control District, Riverside County Flood Control and Water Conservation District, other counties, and RWQCB. The objective is to evaluate pathogen sources in the Santa Ana River (SAR) Watershed. OCWD will continue in a support role for Bacteroides analysis and limited meeting participation. As 3-79 FY Work Plan

105 RESEARCH AND DEVELOPMENT with previous years, R&D will analyze for presence/absence (P/A) of Bacteroides and additional qpcr-based markers; if required, concentrations will be determined. In past years, though not expected for this year, R&D also analyzed for fecal indicator bacteria (FIB) in the Upper SAR to correlate with the qpcr-based markers. OCWD is compensated on a per-sample basis, which includes analysis costs plus staff time for laboratory work, meeting participation, and report writing. Improving Membrane Treatment Energy Efficiency through Monitoring and Removal of Colloidal Particle Foulants, funded by California Energy Commission (CEC) (9952) [2015 to 2018] OCWD is a demonstration site for this $1.2 million study funded by CEC and led by Kennedy/Jenks Consultants to improve the energy efficiency of low pressure membrane treatment (e.g., MF) of recycled water through online monitoring (Malvern Instruments Nanosight NS500) and removal (via pre-treatment) of colloidal particles that cause fouling. R&D is providing project support via R&D s Engineering Research Center (ERC) pilot equipment and R&D staff time for piloting operational support, project experimental design, membrane autopsies, and other analysis. OCWD received $40,000 funding from CEC to cover equipment costs (non-labor). Data analysis and reporting will continue in FY Evaluating Post-Treatment Challenges for Potable Reuse Applications, funded by WE&RF (9998) [2016 to 2018] This study is investigating posttreatment optimization at AWPF, to balance competing goals of maintaining pipeline integrity while minimizing NDMA reformation and aquifer recharge metals mobilization. OCWD, including R&D, has conducted research and data collection on each topic independently; this WE&RF project is an opportunity to interpret these findings together and collect additional data to address knowledge gaps. The project team consists of OCWD, Trussell Technologies, and Stanford University, together with several participating utilities that contributed cash funding. Research tasks will be completed for this project by mid-2018, with the study final report as well as journal publications and conference presentations completed later in FY Utility Validation of Alternative Method for NDMA Analysis Requiring Less Time, Cost, and Sample Volume, funded by WE&RF (9994) [2017 to 2018] This project was funded beginning January 2017 through the WE&RF Unsolicited Research Program. R&D is investigating and validating a novel NDMA benchtop analysis method that has potential for online (real-time) use. The method was developed by Professor Hitoshi Kodamatani (Kagoshima University, Japan) and has been adapted to recycled waters (Professor Takahiro Fujioka, Nagasaki University, Japan). Professors Kodamatani and Fujioka are advisors on the WE&RF study and have loaned OCWD the prototype detector. R&D staff obtained and repurposed a high performance liquid chromatography (HPLC) instrument that was no longer needed by the OCWD AWQAL. The method couples the HPLC with automated 3-80 FY Work Plan

106 RESEARCH AND DEVELOPMENT photochemical reaction (PR) and chemiluminescence (CL) detection of NDMA and other nitrosamines. The HPLC-PR-CL method is able to quantitate NDMA to approximately 1.5 ng/l. Through this study, the method is being tested for reproducibility, detection limit, matrix interference, and is being compared to the AWQAL method via split sample results. Research tasks will be completed for this project by June 2018, with the final report as well as journal publications and conference presentations completed later in FY Characterization of the Microbiome of a State-of-the-Art Water Reuse System to Enhance Treatment Performance, funded by USBR and WE&RF (9992) [Sep 2016 to Aug 2018] Funding for this study began in September 2016 from US Bureau of Reclamation (USBR), with some supplementary funding from Water Environment and Reuse Foundation (WE&RF). The goal of the study is to apply Next Generation Sequencing (NGS) combined with CosmosID s highly curated sequence databases to identify microbial community signatures and their transformations through the GWRS treatment processes. The study is a collaboration with Colorado School of Mines and seeks to address uncertainties associated with microbial water quality by using NGS methods to improve understanding and monitoring of the advanced treatment process. In addition to identifying the microbial communities that are comprised of bacteria, protozoa, fungi, viruses, pathogens, and antibiotic resistance genes present at each stage of advanced treatment and in biofilms, the study assesses correlations and possible relationships between the microbial communities and the standard bulk water quality monitoring and operating parameters used for GWRS (e.g. chlorine, turbidity, total organic carbon (TOC), electric conductivity (EC), transmembrane pressure). A draft of the final report is expected to be completed by January 2018; additional analyses, reports and manuscripts are expected to be submitted in FY after the USBR report has been accepted. Metagenomic Analysis to Ensure Water Quality and Safety, funded by NSF (EAGER:Collaborative) and a water utility (1790 & 9992) [Aug 2017 to Aug 2018] Funding for this study (Award Abstract # ) began August 2017 from NSF with a some additional funding from a drinking water utility. The goal of the study is to analyze various water and biofilm samples to identify communities of microorganisms that include bacteria, protozoa, fungi, viruses, pathogens, indicator organisms, antibiotic and virulence genes by Next Generation Sequencing (NGS) and bioinformatics, employing the highly curated DNA sequence database from CosmosID. This study seeks to identify the temporal, seasonal, and operational shifts in the microbial communities associated with GWRS treatment and with conventional treatment processes. In addition to DNA sequence analysis, RNA (i.e., cdna) will also be analyzed to identify communities RNA viruses and functional genes and related organisms in the communities. During FY , the data collection and overall tasks for the study will be completed FY Work Plan

107 RESEARCH AND DEVELOPMENT During FY , a report to NSF will be developed and submitted, as well as subsequent journal publication(s). Understanding Formation of a Critical Disinfection Byproduct: NDMA and Previously Unidentified NDMA Precursors in Advanced Potable Reuse Treatment Plants, funded by USBR (1782) [2018 to 2019] This project was funded by the United States Bureau of Reclamation (USBR) for a 1.5-year study beginning January 1, R&D is investigating the occurrence and removal of NDMA precursors at AWPF as well as conducting high-frequency monitoring of NDMA to determine diurnal, temporal and seasonal trends in NDMA occurrence. Additionally, R&D is partnering with San Diego State University, University of Nevada-Reno and University of Colorado-Boulder to complete non-targeted analysis of AWPF waters, which will identify previously unknown compounds and determine their removal or reduction during the UV/AOP process. Identification of NDMA precursors and assessment of their removal via different treatment processes will aid in the understanding of NDMA appearance post-treatment. Increasing Potable Water Recovery to >95%: Pilot Evaluation of Closed Circuit Desalination (CCD) and Forward Osmosis (FO) Alternatives for Concentrate Treatment, funded by U.S. Bureau of Reclamation (USBR) (1781) [2017 to 2018] This project was funded by USBR for a fifteen-month study (1.25 year) beginning January 1, The objective of this study is to evaluate two alternative treatment technologies at pilot scale to recover water from reverse osmosis (RO) concentrate generated from an advanced potable reuse treatment facility. Concentrate treatment will be evaluated in the proposed study using closed circuit desalination (CCD) and forward osmosis (FO) as alternative technologies. Successful treatment and recovery of RO concentrate at advanced potable reuse facilities will minimize the volume of the waste stream while generating more water, increasing overall facility water recovery (plant efficiency) from 85% to greater than 90 or 95%. Pilot operational feasibility and optimization will be completed prior to the proposed work. This study will focus on pilot performance with respect to water quality, treatability, and acceptance for potable reuse. The pilot-scale study of CCD and FO will include comprehensive water quality testing of the product water for chemical constituents and microorganisms, determination of virus log removal via seeding studies, confirmation of suitability for subsequent UV/AOP treatment, and cost analysis. OTHER RESEARCH: These projects are funded by OCWD. For some projects consisting of collaboration between OCWD R&D and a university or technology partner, the project partner have grant funding, or OCWD may be providing funding to the partner to support the research. This is indicated in the summaries below where applicable FY Work Plan

108 RESEARCH AND DEVELOPMENT AWPF PROCESS OPTIMIZATION (9952): Task 1: AWPF Support R&D will continue to engage in short-term research activities on an ad-hoc basis to assist the Water Production and Engineering Departments in solving problems arising during operation of the AWPF. Examples of applied research under this activity have included: o Assisting Engineering and Water Production staff to determine mechanisms and solutions for GWRS Pipeline and Barrier Pipeline lining erosion. o Autopsy (microbial and chemical analysis) of fouled MF and RO membranes from the AWPF and ERC. o Providing controls and sampling apparatus for ongoing AWPF RO phage monitoring. o Molecular biological and assimilable organic carbon (AOC) analysis of monitoring well samples. o Annual reports and presentations to the NWRI Independent Advisory Panel (IAP) regarding GWRS performance. o Providing microbial analysis and support (IDEXX) for Water Production and AWQAL. Task 2: MF Performance/Fouling Research R&D is completing MF/UF product testing via piloting at the ERC (see next section) which may continue in FY With respect to research projects, R&D will evaluate: o Influence of Combined Chlorine Exposure on MF Efficiency It is generally thought that exposure to combined chlorine improves MF efficiency by reducing biological fouling. There appears to be a paucity of direct quantitative evidence supporting this hypothesis. Moreover, recent studies indicate that nanoparticulate pore plugging and not biological fouling is the primary mechanism leading to reduction in MF performance in the AWPF. A short-term study is proposed to quantify the impact that combined chlorine species have on MF fouling by utilizing two pilot MF units in parallel to compare the rate of flux decay and time to CIP in the presence and absence of combined chlorine under nominal AWPF operating conditions. o Pilot Scale Comparison of Hydrogen Peroxide to Combined Chlorine as an MF and RO Biocide Pending availability of pilot units and ongoing discussions with Professor Martin Reinhard (Stanford University), this study would utilize MF and RO pilot units to evaluate the effectiveness of hydrogen peroxide as an alternative to monochloramine as an MF and RO biocide. Special attention would be paid to hydrogen peroxide demand over time and the required dosing strategies necessary to maintain an effective hydrogen peroxide residual throughout MF and RO. Previous research (laboratory scale) 3-83 FY Work Plan

109 RESEARCH AND DEVELOPMENT has indicated that hydrogen peroxide at relatively low dosages (4-5 mg/l) can act as a suitable biocide, reducing accumulation of microorganisms and improving RO performance, as observed for combined chlorine. Hydrogen peroxide would be desirable for use in this role because of its reduced disinfection byproduct formation and the potential cost-savings for the AWPF. OCWD would fund the university partner for technical support and data analysis. Task 3: RO Performance/Fouling Research In addition to ERC pilot studies related to RO (see next section), R&D will conduct investigations of RO fouling aimed at: o Cartridge Filter Performance Evaluation using the Rapid ATP Assay [2015 to present] Begun in 2015 with support of Water Production, R&D will continue monitoring cartridge filters (CF) for immediate and long-term performance. Adenosine triphosphate (ATP) levels in the CF effluent (RO feed water) serve as a good indicator of RO biofouling potential (Rapid LuminUltra kit method) and will be used to monitor CF performance. o Antiscalant evaluation and dose optimization using a real-time membrane scale monitor (MeMo) [2018 to 2019] In the proposed study, a real-time scale monitor (MeMo) system provided by Noria Water (based on patented University of California, Los Angeles (UCLA) technology) will be evaluated, installed on the concentrate line of an RO pilot system treating GWRS RO feed water. OCWD would purchase the MeMo system from Noria Water. The MeMo system will provide direct membrane surface imaging and allow quantification of the onset of mineral scaling/fouling and crystal growth kinetics. Following this approach, MeMo application for future testing could including comparing different antiscalants, including determining optimal dose, to evaluate antiscalant effectiveness in scaling mitigation. o Assessment of Selected Methodologies for Monitoring the Integrity of Reverse Osmosis (RO) Membranes [ ] RO provides a barrier to salts, dissolved chemicals, particles, and microorganisms. There are no integrity monitoring online methods for RO systems that directly demonstrate microbial removal. The true barrier power of the RO is not recognized by the regulatory agencies, often only 2 log removal credits are granted, based on currently available methods for integrity monitoring. This study will assess a range of online monitoring methods including for RO integrity including emission excitation matrices (fluorophores /dissolved organic matter rejection) compared to conventionally monitored electrical conductivity (EC) and total organic carbon (TOC), using an RO pilot at ERC. Improved RO membrane integrity monitoring techniques will allow greater credit for virus removal for IPR/DPR applications. The goal of 3-84 FY Work Plan

110 RESEARCH AND DEVELOPMENT this study will be to demonstrate a greater than 2-log removal of an indicator and ideally greater than 3 or 4 logs. Task 4: Advanced Oxidation Process (AOP) Studies R&D will continue research aimed at characterizing the chemical dynamics of the GWRS UV/H 2 O 2 process and optimizing the performance of the Trojan Technologies UVPhox reactor train through analysis of water quality, system operational parameters and UV pilot reactor studies. Planned studies include: o H 2 O 2 /Chloramine Matrix Pilot Studies [~2008 to present] During UV/AOP treatment, UV irradiation and HO radicals derived from hydrogen peroxide (H 2 O 2 ) are not solely responsible for bringing about oxidation; combined chlorine species (mono- and di-chloramine) present in the UV/AOP feed water may also play a significant role. R&D will continue to investigate removal of 1,4-dioxane and additionally acetone and tert-butyl alcohol (TBA) at varying H 2 O 2 and combined chlorine levels utilizing the onsite UV/AOP pilot reactor. For FY , studies will focus on identifying the conditions for which optimal 1,4-dioxane removal occurs, based on past data suggesting synergistic effects of chloramine and H 2 O 2. This work has been conducted in collaboration with Professor Haizhou Liu in the Chemical and Environmental Engineering Department at University of California, Riverside (UCR) through a Water Research Foundation (WaterRF) grant to UCR funded beginning 2017, WRF-4699 Kinetics Modeling and Experimental Investigation of Chloramine Photolysis in Ultraviolet- Driven Advanced Water Treatment. OCWD s FY matching contribution was $25,000. o Optimization of UV/AOP with Chloramine and H 2 O 2 via Computational Modeling Followed by Pilot-Scale Validation [2015 to present] R&D will continue ongoing collaborative information exchange with Professor Liu (UCR). Dr. Liu models radical chemical reactions in the UV/AOP to predict destruction of target compounds (e.g., NDMA, 1,4-dioxane) given the oxidant concentrations of chloramine and H 2 O 2. These oxidants can produce unique reactive species under UV photolysis, and the solution chemical conditions (e.g., ph; dose of oxidant) can be optimized through computational modeling to maximize contaminant degradation, minimize the chemical dosage cost and minimize the energy cost of UV/AOP of the AWPF. The multivariate computational kinetic model uses reaction rate constants determined from literature and those provided by Dr. Stephen Mezyk of RadKEM from complimentary ongoing R&D collaborations (see below). OCWD funding is not necessary for FY as Dr. Liu has been awarded WaterRF (see previous, above) and NSF funding to build on model development work from previous OCWD funded studies to continue to develop the model. Dr. Liu will validate the model predictions using the R&D UV/AOP pilot reactor FY Work Plan

111 RESEARCH AND DEVELOPMENT o Experimental Investigation of Chloramine and Persulfate Aqueous Photochemistry and Development of Efficient UV-Based Water Reuse Treatment [2016 to 2019] This is a NSF-GOALI project in collaboration with Professor Liu at UCR, with NSF funding to UCR. This work will elucidate the UV-driven AOP of trace organic contaminants in RO permeate on the basis of two oxidants: chloramine and persulfate. Persulfate could be used as a novel oxidant due to its high yield of sulfate radicals and conversion to hydroxyl radicals. The hypothesis of this research is that chloramine and persulfate can produce unique reactive species under UV photolysis, and the solution chemical conditions can be optimized to maximize contaminant degradation and minimize the energy footprint of AOP water treatment. OCWD funding is not required for this project. Dr. Liu was awarded a 3-year $330,000 grant from NSF, and OCWD is an industrial partner. The project started in 2016; however, work with OCWD s pilot UVAOP reactor in collaboration with UCR will not begin until July o Non-Targeted GCxGC TOF-MS [2013 to present] This is a collaborative project with Professor Eunha Hoh of San Diego State University Graduate School of Public Health to continue non-targeted analysis (NTA) of trace organic compounds present in RO permeate and the UV/AOP product water via dual gas chromatography (GC) time of flight mass spectrometry (GCxGC-TOF-MS). In the first two years, the method of extraction and analysis was established with the focus on GC peaks that were (automatically) identifiable by the NIST software database that represented approximately 50% of the sample peaks. In FY , SDSU evaluated existing data with the aim of characterizing removal as a function of chemical properties of compounds, for example alkanes, aldehydes, aromatic compounds, etc., and collected samples for additional NTA from UV/AOP pilot trials that are already planned as part of another study (WE&RF-funded Post Treatment study) to compare different oxidants used in the UV/AOP pilot. For FY , NTA work will continue under a USBR grant (see previous section on grant funded research, USBR NDMA study) that was awarded to R&D for work associated with the identification of NDMA precursors. Task 5: Water Quality Characterization at AWPF o Characterization of NDMA Precursors Using the Polarity Rapid Assessment Method (PRAM) and Ultrafiltration [2018 to 2019] R&D will collaborate with and fund UCLA to complete a comprehensive evaluation of the nature of NDMA precursors in AWPF waters. Water will be collected before and after various chemical additions and treatment processes to determine how they influence the chemical structure (polarity and molecular weight) of NDMA precursors and how well different types of NDMA precursors are removed by various processes FY Work Plan

112 RESEARCH AND DEVELOPMENT o Investigation of Water Quality and Advanced Treatment via Fluorescence Decay by EEM Spectroscopy [Planned 2016 to 2018] R&D will continue use of excitation emission matrix spectroscopy (EEMS) (Horiba Aqualog purchased in 2015) to investigate removal of fluorophores by advanced treatment at GWRS including MF, RO, and UV/AOP. Water quality monitoring by EEMS related to seasonal MF membrane fouling and across GWRS will be reported in a scientific publication in collaboration with University of Nevada-Las Vegas. Other R&D work related to EEMS planned for FY includes assessment as a potential surrogate for constituents such as organics and microorganisms for regulatory virus log removal credit across RO and investigation of correlation with trace organics constituents such as NDMA precursors in MF feed and other monitoring points. Task 6: Treatment and Recovery of Water from RO Concentrate o Photobiological Water Treatment Process to Enable More Efficient Water Recovery in Advanced Water Reclamation Dr. Keisuke Ikehata (PACE, Fountain Valley, CA) will locate a small bench-scale flow-through photobiological reactor at the AWPF to utilizes diatoms to remove silica, inorganic salts and trace organic contaminants from RO concentrate. This project is a continuation of Dr. Ikehata s studies that were initially funded by NSF and the USBR (no funding from OCWD). o Water Recovery from RO Concentrate via CCD and FO See Task 4 in next section (ERC) for Phase I testing and see earlier section on grant funded projects for Phase II testing. ENGINEERING RESEARCH CENTER (9952): Projects conducted at the ERC are summarized below. These projects are all pilot-scale evaluations that tend to be very applied and/or focused on demonstration of an available technology or product. A list of equipment and systems supporting these activities is also presented in Table 1. Task 1: Low-Pressure Membrane Technology Evaluation [2015 to present] This program consists of an ongoing effort to evaluate alternative low-pressure membrane technologies (i.e., MF and ultrafiltration [UF]) specifically for the GWRS. The District is currently operating MF membranes which have reached their end-of-life; further, the 30-mgd GWRS Final Expansion has been approved and formal engineering design has begun in Long-term piloting evaluations for both MF and UF products are currently underway at the ERC and at OCSD Plant No. 2 with a number of leading manufacturers, including Evoqua Water Technologies, Toray Industries, Inc. and Scinor North America. Identifying suitable technologies 3-87 FY Work Plan

113 RESEARCH AND DEVELOPMENT will provide staff with options for replacing existing AWPF membranes and for the GWRS Final Expansion. These evaluations were mostly completed in FY due to the design schedule for Final Expansion. Long-term confirmation testing of selected products will likely continue in FY Task 2: Antiscalant Testing Program [2008 to present] The GWRS RO system requires specialty chemicals, including antiscalant and acid, to prevent the precipitation of sparingly soluble minerals which foul the membranes. Identifying the appropriate antiscalant product, dosage and feed water ph is an important challenge. R&D will continue pilot-scale testing at the ERC using RO pilots to evaluate antiscalant products, as well as monitoring performance using three systems (B01, B02 and A03 3 rd Stage Monitoring Vessels) currently operating within the GWRS AWPF RO facility. Antiscalant products found to be effective through these efforts will be shortlisted for bidding through the District s procurement process. To date, this program has resulted in cost-savings totaling in excess of $1,000,000 annually due to reduced acid usage. Task 3: RO Membrane Procurement Program [2009 to present] Commercial RO membrane products continue to be developed which pose the potential for significant benefits in enhanced permeability and rejection. Products are evaluated by R&D through conducting long-term testing using a series of eight test vessels located in the GWRS RO facility. Products deemed successful are short-listed for future membrane procurements. The goal is to expand the list of pre-qualified products to create a competitive environment within the District s procurement process. R&D will continue to consider prototype membranes, such as currently being tested from Dow Water & Process Solutions, for near-commercial products to streamline the development and evaluation of the very latest membrane chemistries and technologies. These RO products are evaluated in satellite vessels at the GWRS RO facility. Task 4: Water Recovery from RO Concentrate via CCD and FO [2014 to present] R&D is collaborating with technology providers to pilot systems for enhanced RO recovery, including ongoing evaluation of closed circuit desalination (CCD) using a pilot system that has been purchased by OCWD and delivered in Fall 2017, with funding to Desalitech (the technology provider) from OCWD; and an ongoing study with Porifera, Inc. on forward osmosis (FO) treatment of RO concentrate (funded by the California Energy Commission [CEC]). This operational-focused phase of testing for both CCD and FO is considered Phase I; a second phase of testing will be completed in FY funded by USBR (see earlier section on grant funded projects) FY Work Plan

114 RESEARCH AND DEVELOPMENT Table 1. Summary of Pilot Testing at ERC / AWPF Pilot Equipment FY FY Toray, submerged PVDF UF pilot unit Scinor, submerged PVDF UF pilot Evoqua submerged, PVDF CSII pilot unit Evoqua submerged, PP long module pilot Evoqua #1 submerged, PP MF pilot unit Evoqua #2 submerged, PP MF pilot unit Performance Test (AWPF and Plant No. 2) Performance Test (AWPF and Plant No. 2) Performance Test (AWPF and Plant No. 2) Performance Test (AWPF and Plant No. 2) CEC Study (Colloid Pretreatment) CEC Study (Colloid Pretreatment) Additional Performance Test (AWPF)* Additional Performance Test (AWPF)* Performance Test (Plant No. 2)* Performance Test (Plant No. 2)* TBD CEC Study (Colloid Pretreatment) RO pilot unit #1 Antiscalant evaluations Antiscalant evaluations RO pilot unit #2 Antiscalant evaluations Antiscalant evaluations RO pilot unit #3 GWRS 3rd-stage monitoring vessels (A01, B01, B02, and D01) GWRS RO satellite vessels (A01, A02, B01, B02, C01, C02, D01, D02) Closed circuit desalination pilot (Desalitech) CEC Study (Colloid Pretreatment) Ongoing Monitoring Performance Test (various RO membrane products) Performance Test CEC Study (Colloid Pretreatment), Integrity Monitory Study, OCSD Plant No. 2 testing Ongoing Monitoring Performance Test (various RO membrane products) Performance Test Forward osmosis pilot (Porifera) Performance Test Performance Test *Testing of candidate MF/UF products for GWRS Final Expansion in FY18-19 is pending the selection of a preferred product in Spring 2018 and the need for further data for the selected product FY Work Plan

115 RESEARCH AND DEVELOPMENT TALBERT BARRIER O&M (9908): Injection Well Fouling and Pipeline Integrity Issues R&D staff will continue to provide ad hoc support for Barrier Operations, including microscopic, biological and biochemical analysis, as well as numerical analysis of field data as necessary. This includes assisting Water Production/Barrier staff in evaluating and monitoring particle sloughing in the GWRS Pipeline and Barrier Pipeline, and assisting Water Production/Barrier staff in evaluating the effect of Mid Basin Injection Well (MBI) fouling as the function of particle sloughing from the GWRS Pipeline. FOREBAY O&M (9920): Task 1: Desilting Demonstration Project Phase III Support [2013 to present] Led by the Planning Department, this project assesses the fieldscale performance of a subsurface passive collection unit (riverbed filtration system) placed below the off-river facilities to desilt Santa Ana River (SAR) water and provide this as recharge water to Olive Basin. R&D staff at the Field Research Laboratory (FRL) in Anaheim provides support to this project in the form of water sample collection and analyses (total suspended solids [TSS], organics content, turbidity and particle profile/distribution). FRL staff also conducts hydraulic testing to compare performance by changing experiment configurations (opening and closing of lateral valves to watch performance comparison). Task 2: Recharge Enhancement Working Group (REWG) Support In addition to supporting the specific projects listed above, R&D staff at the Field Research Laboratory (FRL) and Fountain Valley facility will continue to provide scientific assistance and analytical support for recharge enhancement projects that are identified as an outcome of REWG during the fiscal year. This may include: o Sediment and water sampling using grab and autosampler methods for parameters including TSS, organic content, protein, carbohydrate, and chlorophyll content, dissolved oxygen (DO), ph redox potential, AOC, microbial community analysis, and FIB concentration o Basin sediment compositional analysis (particle size distribution by wet sieving methods) o Soil permeametry o Field percolation measurements with piezometers o Characterization of suspended solids contributing to basin fouling (including particle size distribution and microscopic identification) o Soil column studies 3-90 FY Work Plan

116 RESEARCH AND DEVELOPMENT GWR SYSTEM O&M (9922): Task 1: Miraloma Basin Percolation Decline Support and Related Soil Column Study [2014 to present] Under this project, R&D is evaluating potential causes of observed percolation rate decline at Miraloma Basin. The observed clogging has resulted in decreased cleaning intervals from every 12 months to every 3-6 months since the basin was initiated in A new basin (La Palma Basin) online since November 2016 is also dedicated to GWRS FPW, and there was concern that this basin may exhibit similar behavior (decline in percolation). In FY , R&D completed a column study using Miraloma Basin sand that compares clogging rates between finished product water (FPW) water, water collected at the end of the GWRS pipeline at Miraloma, and water collected from Miraloma Basin, which demonstrated that the pipeline transit, as well as residence time in the pond, contribute to clogging / slowing of percolation. In FY , flow and water quality data will continue to be compiled and analyzed, an internal report completed, and scientific journal publication developed. Task 2: Soil Column Test of GWRS FPW Clogging Associated with Epoxy-coated Pipeline [2018] Under this project, R&D will evaluate the benefit of epoxy-coating GWRS pipelines (or alternative lining, pending Engineering decision) with respect to reducing clogging potential for water delivery to percolation ponds and injection wells. A soil column study will be performed to compare percolation rates before and after pipeline epoxycoating. The epoxy-coating could enhance GWRS water recharge rates and also benefit injection wells. The Unit 1 pipeline between AWPF and MBI-1 site will be epoxy coated (targeting September 2018). This stretch of pipeline delivers GWRS water to the MBI-1 injection well. Task 3: La Palma Basin Percolation Rate Monitoring Using Fiber Optic Distributed Temperature Sensing (FODTS) [2016 to 2018] Under this project, R&D is collaborating with California State University, Long Beach (CSULB) to install a FODTS system to monitor percolation rates at La Palma Basin (newly constructed and dedicated to recharge of advanced treated recycled water). This technology utilizes heat as a tracer of infiltration andprovides improved resolution of percolation rates throughout the study site compared to traditional water balance methods. By tracking spatial and temporal variations of infiltration across the basin, FODTS can reveal specific areas where clogging occurs and help to optimize operations by improving cleaning strategies which enhance long-term basin performance. In FY , CSULB will complete training of R&D staff to process and interpret data using Matlab software. The team will generate a final report summarizing findings for the second year of the study and evaluating this technology as a tool for basin management. In FY , R&D will continue collecting, processing and interpreting data in order to periodically generate heat maps to display areas of low/ high percolation. Additionally, charts/ tabular data figures will be generated to show change in percolation over time and in different locations across the basin to support optimizing cleaning strategies FY Work Plan

117 RESEARCH AND DEVELOPMENT PRADO WETLANDS SUPPORT (9983): Task 1: Prado Wetland Research on Biobarriers [2017 to 2020] In this study, funded by the United State Geological Survey (USGS), OCWD is collaborating with Colorado School of Mines (CSM) to investigate the enhancement of nitrate attenuation in seven parallel shallow open water treatment wetlands. The objectives are to reduce the design footprint and increase the reliability and resiliency of the engineered wetland by enhancing biological contaminant transformation capacity via passive hydrologic manipulation utilizing microbially active treatment barriers. Project tasks include: laboratory and pilot-scale simulations (completed), construction of field scale systems (completed), assessing nitrogen fate and transport and quantifying microbial drivers of biogeochemical processes (ongoing). OCWD has provided in-kind support for construction costs, operation and maintenance, and limited data coordination and analyses. R&D will continue providing support for planning and field monitoring as needed in FY COLLABORATIVE STUDIES AS PARTICIPATING UTILITY: OCWD regularly participates in collaborative research with universities and other partners, often facilitated by R&D staff, in which OCWD provides water samples, data, operating history, and other support as an in-kind contribution to a partner-led study. Planned projects of this nature in FY include: Water Research Foundation (WaterRF) Assessment of Techniques to Evaluate and Demonstrate the Safety of Water from Direct Potable Reuse Treatment Facilities, WRF 4508 Blending Requirements for Water from DPR Treatment Facilities, WRF 4536 Water Environment and Reuse Foundation (WE&RF)* *formerly WateReuse Research Foundation (WRRF). Recently merged with WaterRF to become The Water Research Foundation (WRF). Projects herein are listed separately regardless as many pre-dated the merger(s). Integrating Management of Sensor Data for a Real Time Decision Making/Response System, WRRF Performance/Cost Review of Existing Desalination Plants which use Conventional/Membrane Pretreatment Prior to Reverse Osmosis, WRRF From Collection System to Tap: Resiliency of Treatment Processes for Direct Potable Reuse, WRRF FY Work Plan

118 RESEARCH AND DEVELOPMENT Optimization of Ozone-BAC Treatment Processes for Potable Reuse Applications, WRRF Developing Curriculum and Content for DPR Operator Training, WRRF National Institutes for Water Resources / United States Geological Survey (NIWR/ USGS) The Role of Environmental Buffers in Potable Water Reuse, University of North Carolina at Chapel Hill, Prof. Olya Keen Hydrodynamic-enhancement of nitrate attenuation by integrating reactive biobarriers into shallow, open water treatment wetlands, Colorado School of Mines, Prof. Josh Sharp National Science Foundation (NSF) A Novel Photobiological Water Treatment Process to Enable More Efficient Water Recovery in Advanced Water Reclamation and Brackish Groundwater Desalination Facilities, NSF Award ID: Dr. Keisuke Ikahata, Pacific Advanced Engineering (PACE), Fountain Valley, CA. University of Illinois at Urbana-Champaign, Prof. Roland Cusick, to establish a dynamic RO model to estimate the demand GWRS could take to grid ancillary market run by the California Independent System Operator (CAISO) based on past GWRS RO unit membrane performance data. Collaborative Antiscalant Research with University of California, Riverside (UCR) RO scale formation and antiscalant research with Dr. Haizhou Liu of UC riverside IDENTIFY FUNDING OPPORTUNITIES: R&D continually seeks collaborative research funding opportunities from WE&RF, NSF, CEC, USBR, etc. Typically, external funding for R&D activities requires partnering with groups such as universities, NWRI, ReNUWIt ERC, or academic and industrial laboratories to develop proposals for solicited or unsolicited research. PARTICIPATION IN PACS AND ADVISORY COMMITTEES: For FY , planned activities include: WRF TC Building-Scale Treatment for Direct Potable Water Reuse & Intelligent Control for Real Time Performance Monitoring (Megan Plumlee) WE&RF Project Use of in vitro Bioassays to Assess the Safety of Drinking Water (Menu Leddy) 3-93 FY Work Plan

119 RESEARCH AND DEVELOPMENT WRRF Project U3R15 Fate of Coliphage in WRRFs (Menu Leddy) WRRF Project Methodology for Assigning Pathogen Removal Credits for Sub-Surface Desalination Intakes (Menu Leddy) WRRF Project Establishing additional log reduction credits for WWTPs (Menu Leddy) WRF Project 4508 Assessment of Techniques to Evaluate and Demonstrate the Safety of Water from Direct Potable Reuse Treatment Facilities (Menu Leddy) WRRF Project White Paper on the Application of Molecular Methods for Pathogens for Potable Reuse (Menu Leddy) MSAR TMDL Task Force; sponsored by SAWPA and Regional Board (Menu Leddy) WE&RF Project U4R16 Estimating the Comammox Contribution to Ammonia Oxidation in Nitrogen Removal Systems (Menu Leddy) V Pending Activities RO Pilot Testing at OCSD Plant No. 2 to Support GWRS Final Expansion In cooperation with Water Production staff, R&D may conduct a pilot evaluation of RO performance at OCSD Plant No. 2. The 30-mgd GWRS Final Expansion formal engineering design began in Plant No. 2 effluent will be a source water for the GWRS Final Expansion (blended with Plant No. 1 effluent). Pilot evaluations for MF and UF products have been ongoing at the ERC and at OCSD Plant No. 2. Extending this testing to RO would provide an indication of performance with respect to energy requirements and scaling/fouling potential of this more challenging feed water quality. Development and Optimization of a Bacteroides Human-Specific Fecal Contamination Assay Using Quantitative PCR (qpcr) Bacteroides thetaiotaomicron is a human-specific fecal indicator organism that has been used as an additional fecal standard since legacy fecal standards are not human-specific. The OCWD R&D Department is one of a number of laboratories involved in research to develop qpcr methods capable of specifically detecting Bacteroides thetaiotaomicron (Bt). Methanobrevibacter, a methanogen found in the human intestine and a putative sewage marker, has been proposed as a potential indicator of human fecal contamination. Depending on availability of R&D staff time, R&D will continue work to develop and optimize qpcr assays and apply Next Generation Sequencing analyses to identify these markers in microbial communities and their removal during GWRS treatment, conventional wastewater and drinking water treatment. In previous years progress was made in further developing the qpcr assay for Bt and bird-specific marker that are being used for the TMDL Source Evaluation study. The project was diverted from developing 3-94 FY Work Plan

120 RESEARCH AND DEVELOPMENT Methanobrevibacter qpcr primers to developing Helicobacter qpcr assays for identifying non-human fecal contamination in the MSAR. Both Bt and the Helicobacter qpcr assay are successfully being used for the MSAR Pathogen TMDL Source Evaluation study. These assays will be highly useful for source tracking human fecal and sewage contamination and to confirm human and non-human markers identified by the NGS studies. R&D will continue to develop qpcr assays for Bt, Methanobrevibacter and Pepper mild motile virus (PMMoV), recently identified as a wastewater indicator organims for use in the MSAR and NGS studies. Continuation of Second Phase of RO Membrane Fouling Study/Data Analysis The purpose of this project would be to define which water quality parameters serve as predictors of membrane lifetime (via data analysis by multivariate methods), including loading of total chlorine and chemical species that contribute to membrane fouling by precipitation. The first phase of this project (begun in 2012) has been completed and was reported in WRRF Report (2015); R&D will consider whether an additional internal report, and/or external publication, is necessary to more completely document this work. The second phase of this RO fouling study using R&D s flat-sheet RO test unit array connected to RO Unit E01 could be completed after new membranes have been installed in RO Unit E01 (estimated 2017 or 2018) facility and replicated in the test cells. Membrane behavior will be characterized by data obtained at four key points in the RO train (the beginning of the 1 st stage, 2 nd stage and 3 rd stage, and end of the 3 rd stage), including monitoring of RO feed water quality through the RO trains. Data will be assessed to correlate the accumulation of material on the membranes in the AWPF, as well as plant operational parameters, with loss of membrane performance (the decay rate of the normalized specific membrane flux). Data analysis will be performed in order to compare the observations made in the first phase of the study (different membranes) with respect to correlating deposition of materials on the RO membrane and spacer with decay of normalized specific product flux during RO membrane fouling. Evaluation of UV/HOCl AOP Utilizing Trojan s (4-Lamp) Pilot UV Reactor Trojan Technologies relocated a 4-lamp UV pilot unit to a Southern California warehouse and has expressed a desire to operate the unit at the AWPF to investigate UV/HOCl AOP. The water reuse industry has begun shifting from UV/H 2 O 2 to UV/HOCl at new treatment facilities. However, the understanding of the chemical dynamics of UV/HOCl is severely lacking. Trojan would like to partner with OCWD to conduct pilot experiments to investigate UV/chloramine/HOCl AOP on source water from the AWPF. VI Staff Addition Needed for FY None 3-95 FY Work Plan

121 RESEARCH AND DEVELOPMENT VII Future Issues The purpose of this section is to list future issues, developments, and opportunities related to the District s objectives that may affect R&D or where R&D may contribute. Applied research opportunities at the Engineering Research Center In December 2015, the Engineering Research Center was reorganized under R&D (formerly under Water Production). Opportunities for future pilot testing (whether physically located at the Engineering Research Center or elsewhere on-site) to identify new technologies and operational strategies capable of improving water reclamation at AWPF include: o Next generation MF and RO membranes for the AWPF. o New chemical treatment techniques capable of enhancing MF and RO effectiveness and reducing operating costs. o Sensing methodologies capable of real-time or near-real time assessment of the RO and AOP barriers to contaminants of public health concern. o Technologies for enhancing water recovery. o New or improved AOP methodologies (e.g., chlorine AOP, catalytic AOPs). o Treatment of RO concentrate for destruction of trace organics. Evaluation of new methodologies capable of enhancing recharge efficiency, or studies of recharge impacts, such as: o Use of FODTS to provide a basin management benefit, based on outcome of current FODTS study. o Additional column studies, building on previous findings, to understand and minimize clogging in recharge systems that are fed AWPF FPW or other water supplies. o Long-term effects of AWPF FPW recharge on the groundwater basin. Evaluation of new and novel methods of measuring water quality, including: o Molecular biological methodologies for virus and bacterial pathogen detection, such as Droplet Digital PCR for organisms of interest related to AWPF or of public health concern. o New real-time detection methodologies for biological and chemical species of public health concern. o Bioassays to assess toxicity and other specific biological responses FY Work Plan

122 HYDROGEOLOGY HYDROGEOLOGY Existing Staff FTE Summary Information 1 Chief Hydrogeologist 1 Principal Engineer 2 Principal Hydrogeologists 1 Senior Hydrogeologist 2 Hydrogeologists 1 Assistant Hydrogeologist 1 GIS/Database Supervisor 2 Senior GIS Analysts 1 Environmental Specialist/Data Analyst 1 Maintenance Technician 0.5 Administrative Support Specialist (shared with Regulatory Affairs) 3-97 FY Work Plan

123 HYDROGEOLOGY Mission Define the physical characteristics of basin aquifers, determine groundwater flow pathways, and provide analyses and recommendations necessary to manage groundwater production, recharge, groundwater quality protection and remediation, seawater intrusion, and water levels within the basin. Key issues for FY Under USEPA oversight, conduct the remedial investigation and feasibility study of remedial alternatives to address groundwater contamination in the North Basin area. Evaluate the hydraulic effects and performance of 17 new injection wells recently constructed to increase capacity of the Alamitos Seawater Barrier. Conduct remedial investigation and feasibility study of remedial alternatives to address groundwater contamination in the South Basin area. Construct remaining monitoring wells and analyze data to characterize sources and extent of seawater intrusion in Sunset Gap; use expanded groundwater model to evaluate potential intrusion prevention/containment projects. Account Information FY FY FY Actual Budget Proposed Budget Salaries and Benefits 1,864,148 1,762,131 2,103,291 Services and Supplies 2,131,974 1,460,300 2,726,900 Total $3,996,122 $3,222,431 $4,830,191 I II FY Major New Initiatives/Programs Construction of four new mid-basin injection wells and two regulatory permit compliance monitoring wells began in FY17-18 in Santa Ana s Centennial Park and will continue into FY Core Activities The objectives of the Hydrogeology group are to define the physical and chemical characteristics of basin aquifers, determine groundwater flow pathways, and provide analyses and recommendations necessary to manage groundwater production, recharge, quality, and water levels within the basin. Core functions include: Basin-wide water level monitoring program of over 200 wells and trend analysis. These data are used for numerous applications including the annual calculation of basin storage in support for the Annual Engineer s Report and the compliance with state SGMA and CASGEM programs FY Work Plan

124 HYDROGEOLOGY Refinement and operation of the basin groundwater flow model used to evaluate the effects of basin management alternatives, proposed well fields, recharge projects, and pumping variations. Evaluation of the Talbert and Alamitos seawater barrier performance. Evaluation of seawater intrusion in the Bolsa and Sunset gaps. GIS map production and database support for projects, planning, reports, and presentations. Enhancement and maintenance of the Water Resources Management System (WRMS) database and geographic information system (GIS). Technical support and assistance for the groundwater producers. Preparation of the monthly Water Resources and annual Santa Ana River Watermaster reports. Funds for contracting with the U.S. Geological Survey to collect SAR flow measurements are budgeted annually. These measurements are essential for preparation of the Watermaster reports, storage operations at Prado Dam, and calculation of recharge volumes. Participate in Santa Ana River Watermaster meetings, including determination of annual Santa Ana River base flow and storm flow. Review and evaluation of site-specific groundwater contamination investigations and cleanups overseen by regulatory agencies. Hydrogeologic analysis of recharge project feasibility studies. Evaluation of RA/BEA exemption requests. III Non-Core Activities None IV Group Goals for FY The following programs are highlighted as major activities encompassed within or in addition to the core group activities listed above: North Basin Groundwater Protection Project Complete the remedial investigation and initiate the feasibility study of remedial alternatives to address VOC contamination under USEPA oversight. Monitor the performance of extraction well EW-1 activated in 2017 to reduce the spread of VOCs. South Basin Groundwater Protection Project Complete the remedial investigation and initiate the feasibility study of remedial alternatives to address VOC and perchlorate contamination. Mid-Basin Injection Wells - Construct four mid-basin injection wells and two regulatory permit compliance monitoring wells in Santa Ana s Centennial Park. Talbert Extraction Well Decommissioning Demolish, backfill, and seal seven inactive extraction wells, vault boxes, and pipelines FY Work Plan

125 HYDROGEOLOGY Water Resources Management System (WRMS) Review water level, water quality, and groundwater production data compilation and processing and QA/QC protocols with the goal of eliminating, streamlining, and/or automating as many processes as possible. Redesign the WRMS web portal that provides user access to graphs, reports, and applications. Develop additional tools for data display and retrieval, e.g., data and graphs from the Water Resources and Watermaster reports. Training of new staff is also planned. Alamitos Gap Seawater Intrusion Evaluate initial effects and performance of 17 new Alamitos Barrier injection wells expected to become operational in mid Sunset Gap Seawater Intrusion Complete construction of two monitoring wells to investigate the sources and extent of seawater in the Sunset Gap area; analyze data from the new monitoring wells and use expanded groundwater model to develop potential intrusion containment alternatives. Santa Ana Riverbed Recharge Evaluation Assist Planning and Recharge departments in subsurface characterization of riverbed above Imperial Highway as a potential infiltration system location; one shallow monitoring well is planned initially for construction. Litigation Support Provide support as needed for the North Basin, and South Basin, and MTBE cost recovery actions. Basin Hydrogeologic Characterization Refine/update basin-wide geologic cross sections based on substantial amounts of new data collected since Cross sections are routinely used in a variety of basin analyses, including water quality evaluations and designing new production wells. V Pending Activities None VI Staff Addition Needed for FY Staff has budgeted a part-time contract position to assist WRMS data management staff who are facing a personnel turnover/retraining and large workload. VII Future Issues In the next two to three years, issues involving the Hydrogeology group that the District will need to consider include: Implementation of seawater intrusion control alternatives in Sunset Gap. Replacement of 2-3 Talbert Barrier injection wells that have exceeded their useful life. Coordination with USEPA and stakeholders to complete remedial investigation/feasibility study to develop remedial measures for the North Basin groundwater contamination. Coordination with state regulatory agencies and stakeholders on remedial alternatives for the South Basin groundwater contamination FY Work Plan

126 HYDROGEOLOGY Continued maintenance and evaluation of aging monitoring well network, including plans for well refurbishment and replacement as necessary FY Work Plan

127 REGULATORY AFFAIRS REGULATORY AFFAIRS Summary Information Existing Staff 2.5 FTE 1 Assistant General Manager Water Quality & Regulations 1 Executive Director of Water Quality and Technical Resources 0.5 Administrative Support Specialist (shared with Hydrogeology) Mission Help to assure reasonable regulation of District projects and programs through interface with regulatory agencies, acquisition of necessary permits, and implementation of water quality monitoring and research programs to support district goals and compliance with current and anticipated future water quality regulations. Collectively oversee the Hydrogeology, Water Quality, Advanced Water Quality Assurance, and Research & Development Departments. Key issues for FY Obtain regulatory permitting via both the RWQCB and DDW for Mid-Basin injection project at Centennial Park and other sites as necessary to recharge GWRS water, including completion of the required DDW Public Hearing. Coordinate preparation and submittal of 2017 Groundwater Replenishment System (GWRS) Annual Report and Santa Ana River (SAR) Water Quality Report. Lead preparations for the 2018 annual meetings of the NWRI Independent Advisory Panels for the GWRS and SAR Monitoring (SARMON) FY Work Plan

128 REGULATORY AFFAIRS Begin regulatory permitting and related studies (i.e., tracer tests) to expand permitted GWRS recharge areas (e.g., lower SAR, Burris Basin, Santiago Basin, etc.) to help accommodate GWRS Final Expansion flows. Complete GWRS water post-recharge/injection water quality dynamics study with Stanford University. Continue working with Hydrogeology, Water Quality and Laboratory departments to characterize the extent of PFOA and PFOS in local groundwater and the SAR, to determine potential sources, to follow up with regulators as needed, and assist Groundwater Producers with impacted wells. Account Information FY FY FY Actual Budget Proposed Budget Salaries and Benefits 643, , ,865 Services and Supplies 142, , ,800 Total $785,163 $741,838 $834,665 I FY Major New Initiatives/Programs Begin required Tittle 22 Engineering Report for GWRS Final Expansion. Renew NDPES Permit for GWRS SAR Emergency Discharge. Help review water quality and regulatory issues associated with ongoing engineering design of GWRS Final Expansion. Coordinate with regulatory agencies and conduct artificial tracer tests at Burris Basin, Santiago Basins, Santiago Creek and other relevant locations to document subsurface retention times such that these facilities could be used for future GWRS recharge. In cooperation with Engineering Department, implement recently developed county-wide standardized procedures for receiving required OCHCA and DDW approval of new end users and for required regular site inspections for established use sites. Work with Water Production to submit new monthly required Title 22 daily Log Removal Report for GWRS. Implement pending updated constituents of emerging concern (CEC) monitoring requirements for GWRS as passed into law by the State Water Resources Control Board, including careful incorporation of any bioanalytical/bioassay testing FY Work Plan

129 REGULATORY AFFAIRS II Core Activities The Regulatory Affairs Department is primarily responsible for the District s permits with the RWQCB, DDW and the Orange County Health Care Agency (OCHCA) and assuring compliance with all monitoring and quality requirements. Core activities include: Manage Water Quality and Technology Group, which includes the Laboratory, Water Quality, Regulatory Affairs, Hydrogeology, and Research & Development. Obtain permits and negotiate conditions for District projects and facilities from health and regulatory agencies; RWQCB, DDW, OCHCA. Assure compliance with permit conditions, including monitoring and reporting to regulatory agencies. Facilitate regular coordination between Water Quality and Technology Group departments and newly reorganized OCSD Division of Environmental Services, which includes OCSD Laboratory, Ocean Monitoring, Environmental Compliance, and Regulatory Affairs (Source Control) staff, with emphasis on identify compounds of concern for regulation by the GWRS Source Control Program, including testing needs and concentration limits. Coordinate with OCWD and OCSD Operations staff to improve understanding of links between secondary treatment and GWRS product water quality. Help manage and coordinate OCWD participation in external research projects with funding support, in-kind contributions, the provision of providing water quality samples and historical data, and the review of draft reports. Continue to support Planning and Engineering Departments with water quality and permitting needs for future GWRS recharge and injection facilities. Coordinate with NWRI on management of Independent Advisory Panels (IAP) appointed for GWRS and SAR monitoring. Evaluate recommendations from the NWRI GWRS IAP and prioritize implementation. Review sampling and analysis program results for the Santa Ana River and follow up on recommendations from the SARWQH Study and the SARMON NWRI IAP. Serve as primary liaison with the SAWPA Emerging Constituents Workgroup. Participate in optimization process for GWRS to improve treatment efficiency and product water quality. Help oversee and direct the District s post-doctoral fellow/associate researcher program. Coordinate with regulatory agencies and other water agencies regarding monitoring requirements for CECs FY Work Plan

130 REGULATORY AFFAIRS Provide consultation to other OCWD groups (e.g., Public Affairs), MWDOC, and the groundwater producers on water quality, health and regulatory issues affecting District projects or programs. Assist in review and development of legislation regarding water quality requirements and recycled water. Assist Public Affairs staff with the development and review of technical information to be included in District brochures and the enhanced hallway panels, kiosks, and displays. Assist Public Affairs staff with hosting and educating visitors from water agencies, regulatory agencies, and other governmental entities. III Non-Core Activities Non-core activities (secondary priority compared to core activities) conducted by the Regulatory Affairs include: Serve on NWRI Board, Southern California Salinity Coalition (SCSC) Board, Orange County Water Association (OCWA) Board, Orange County Chapter of WateReuse CA Board, and as OCWD liaison with Water Environment & Reuse Foundation (WE&RF) and Water Research Foundation (WaterRF). Participate in Expert Panels for NWRI regarding water recycling and reuse projects planned by other agencies. Serve on Project Advisory Committees (PACs) for Water Research Foundation (WaterRF) and WE&RF funded projects and coordinate service of other staff on such PACs. Provide presentations to Water Education Foundation and other groups regarding water quality, health and regulatory issues. Assist other water agencies in addressing water quality issues related to groundwater recharge with recycled water. IV Group Goals for FY Mid-Basin Injection Centennial Submit required reports, schedule & conduct required DDW public hearing, and obtain permit amendment for Centennial Park Mid-Basin Injection project. GWRS Annual Report Manage preparation of the annual report to regulatory agencies on the 2017 calendar year performance of GWRS and results from testing required by the permit. Supplement to GWRS Annual Report - With the assistance of the Water Production and Water Quality Departments, prepare report containing additional detailed analysis of GWRS performance as requested by NWRI GWRS Independent Advisory Panel. Santa Ana River Monitoring Manage the water quality sampling and analysis for the SAR in follow up to the SARWQH Study and the FY Work Plan

131 REGULATORY AFFAIRS recommendations of NWRI s SARMON Panel, and prepare the SAR Water Quality Report. GWRS Final Expansion Permitting Begin regulatory permitting process and develop related reports and submittals for Final GWRS Expansion. GWRS Water Stabilization Studies Complete studies with Stanford University and initiate follow on project to develop optimized post-treatment to account for metals mobilization, pipeline integrity, DBP formation and other factors. Enhanced GWRS Source Control Continue to coordinate with OCSD on the development and implementation of a formal Response Plan to prevent contaminants from adversely affecting GWRS as a part of OCSD s commitment to enhanced source control efforts. North Basin Groundwater Protection Project Provide technical support for the North Basin Groundwater Protection Project and guidance relative to regulatory requirements for recharge of product water or potable use. South Basin Groundwater Protection Project Provide technical support for the South Basin Groundwater Protection Project and guidance regarding regulatory alternatives for cleanup and reuse of contaminated groundwater. Laboratory Groups - Since monitoring needs exceed resources in Water Quality and Laboratory Groups, programs and projects must be continuously evaluated and prioritized. R&D for District Critical Needs Coordinate the Research & Development Department efforts with the most critical research needs for the District, including recharge enhancement, MF/RO optimization, UV-AOP optimization and microbial characterization of SAR recharge waters. GWRS Regulatory Compliance Obtain additional log removal credits for GWRS via studies of OCSD primary/secondary treatment OCSD and enhanced monitoring at AWPF. V Pending Activities Major activities that are not being implemented include: Develop annual water quality report card on the groundwater basin. Develop more comprehensive water quality testing program to assure adequate data for assessment of emerging contaminants, threats to producer wells and seawater intrusion. Regulatory validation of treatment alternatives. VI Staff Addition Needed for FY None FY Work Plan

132 REGULATORY AFFAIRS VII Future Issues In the next one to three years, issues that the District will need to consider include: Additional locations for GWRS water recharge or injection to support GWRS Final Expansion. Evaluation of new technologies to enhance treatment in the GWRS and to improve energy efficiency and reduce chemical costs, specifically targeting enhanced recovery from the reverse osmosis process and/or concentrate treatment, accompanied by gaining regulator acceptance. New and more stringent drinking water standards for contaminants like 1,2,3- TCP, PFOA & PFOS, total VOCs, nitrosamines, 1,4-dioxane, perchlorate, hexavalent chromium, arsenic, and disinfection by-products of new concern. Enhanced monitoring and possible treatment requirements for the discharge of GWRS RO concentrate to the OCSD outfall. Expanded source water assessment obligations that could include the entire SAR watershed and all potential contaminating activities in the watershed. The application of bioanalytical techniques (e.g., in vitro bioassays) to as a supplemental screening technique and/or regulatory requirement for potable reuse and/or drinking water supplies. In consultation with DDW and RWQCB regulatory staff, rewrite and gain approval for new GWRS permit to facilitate future implementation of GWRS Final Expansion and more clearly document updates to operational, monitoring, and reporting requirements due to changes in regulations and project features since original permit structure was adopted in FY Work Plan

133 WETLANDS OPERATIONS WETLANDS OPERATIONS Summary Information Existing Staff 3 FTEs Mission 1 Director of Field Operations 2 Senior Heavy Equipment Operator Operate and maintain the Prado Wetlands to provide natural water quality treatment of Santa Ana River flows behind Prado Dam. Provide operational oversight and maintenance of district property within the Prado Basin. Provide logistical and operational support for research activities. Provide operational support for Natural Resources division. Coordinate operations with tenant recreational use. Key Issues for FY Implement operational strategy to maintain optimal wetlands nitrate removal. Provide logistical support for OCWD collaborative research project with Engineering Research Center members. Develop strategy to reduce mosquito populations in wetland ponds. Continue to implement improvements to ponds, conveyance channels, and SAR levee infrastructure FY Work Plan

134 WETLANDS OPERATIONS Account Information FY Actual FY Budget FY Proposed Budget Salaries and Benefits 422, , ,695 Services and Supplies 310, , ,000 Total $732,153 $726,803 $722,695 I FY Major New Initiatives/Programs Adjust operational strategy by de-watering designated ponds to maintain optimal treatment retention time due to reduced SAR baseflow. Provide logistical support for OCWD collaborative research project with the Engineering Research Center and UCR research in Pond E7. Modify de-watering / vegetation management operations to reduce habitat for mosquito harborage. II III Core Activities The Wetland Operations group is primarily responsible for the management and operation of the wetland facilities that provide natural water quality treatment of SAR flows behind Prado Dam. The group also supports the Natural Resources group by providing operational oversight and maintenance of OCWD property within the Prado Basin. Core activities include: Provide natural water treatment of SAR flows through constructed wetlands in the Prado Basin. Evaluation of water quality parameters to optimize wetlands operations for maximum nitrate removal. Maintenance of the levees, roads and conveyance piping within the wetlands. Reconstruction of earthen structures and conveyances following storm events to ensure 50 percent of river flows through wetlands. Support of district approved research projects. Non-Core Activities Non-core activities conducted by the Wetlands Operations group include: Oversight and operational support of wetlands research projects. Collection and analysis of pond water quality data. Support of the District s education and outreach program by providing tours of the wetlands system. Support of volunteer functions, such as open houses and group tours FY Work Plan

135 WETLANDS OPERATIONS IV Group Goals for FY Implement Operational Strategy for Optimal Water Treatment Retention Times: Adjust ponds operations to de-water approximately 100 acres of ponds to reduce system volume thus maintaining optimal treatment retention time due to reduced SAR baseflow. Modify Vegetation Management Techniques: Use OCWD equipment to mow dry vegetation in de-watered ponds. Removal of harvested vegetation from operational ponds. Provide Logistical Support for Collaborative Research Project: Operate and maintain pond infrastructure per design specifications in support of research project with the Engineering Research Center. Provide operational support for Wetlands research projects. Provide operational support for groundwater monitoring program. Improvements to Wetlands Infrastructure: Re-build access road to central basin. Grade and repair levees in and around pheasant field. Regrade and install conveyance piping in Pond E5 to connect with outfall of ERC research cells. Develop and Implement Operational Strategies to Reduce Mosquito Harborage: Manage vegetation removal and de-watering cycles to reduce mosquito breeding habitat. V Pending Activities (Not Being Addressed Due to Insufficient Resources) Major activities that are not being conducted include: Re-establishment of damaged or destroyed monitoring wells to determine the movement of groundwater under the wetland ponds. Establish SAR streambed gauging station at River Road Bridge FY Work Plan

136 WETLANDS OPERATIONS VI Staff Addition Needed for FY None VII Future Issues In the next one to two years, issues the District will need to consider include: Replacement of non-tier 3 compliant heavy equipment. Replacement of diversion channel control structure FY Work Plan

137 WATER PRODUCTION WATER PRODUCTION/GROUNDWATER REPLENISHMENT SYSTEM FY Work Plan

138 WATER PRODUCTION/GROUNDWATER REPLENISHMENT SYSTEM Existing Staff 64 FTEs Mission 1 Executive Director of Operations 1 Director of Water Production 1 Senior Administrative Support Specialist 4 Supervisors (Operations Manager, Process Control & System Manager and Maintenance Manager, Maintenance Supervisor) 21 Operators (includes Operator III GWRS/Applied Research) 14 Maintenance Technicians 1 Vehicle and Equipment Technician 2 Utility Maintenance Technicians 2 Maintenance Scheduler/Planners 1 Material and Chemical Management Technician 8 Instrumentation & Electrical Technicians 2 Process Control System Programmers 1 Chemist 1 Principal Hydrogeologist 3 Senior Distribution Technicians 1 Lead Distribution Technician Operations and maintenance (O&M) of the GWRS Advanced Water Purification Facility (AWPF), Mid Basin Injection,Talbert Barrier and Green Acres (GAP). Key Issues for FY Maximize operation of GWRS processes: Continue to work with the Orange County Sanitation District to make as much water as possible for GWRS production. Goal for production 103,000 acre feet. Send all non-barrier production to Mid Basin Injection Well, Canyon Power, Arctic, La Palma, Miraloma and Kraemer/Miller basins. Continue to control or reduce the water treatment unit cost by getting the best possible price on electricity, chemicals and spreading the system s fixed costs over the maximum possible production. Reduce GWRS processing costs: Continue optimization of MF backwash and cleaning regimes. Optimization of RO cleaning regimes by optimizing clearing chemical concentrations and cleaning intervals FY Work Plan

139 WATER PRODUCTION/GROUNDWATER REPLENISHMENT SYSTEM Optimization of RO pretreatment chemical program, which includes the use of acid and antiscalant to reduce cost and prevent mineral scaling of membranes in the 3 rd stage of RO units. Optimize use of new RO energy recovery devices in six new RO units to reduce energy cost and/or balance flux performance. Continue to optimize usage of new antiscalant product to help control mineral scaling at ph 6.9 with the goal to achieve lowest possible chemical cost. At the same time, continue to engage manufacturers to develop and evaluate antiscalant formulations that would be successful with future poorer water quality associated with the GWRS Final Expansion. Work with purchasing to find and procure the best chemical pricing. Energy use reduction, load shifting to less expensive nighttime hours where possible, and participation in demand response programs that offset the cost of electricity. In the third year of 5 year energy contract that is helping maintain costs of energy. Lifespan extension of both MF and RO membranes. Continue to replace older MF membranes in phases and planned approach to maintain production and water quality with purchase of 5 cells of MF membranes (684 membranes per cell). Continue efforts to maximize UV lamp life to 12,000 hours. Continue to replace remaining older RO membranes in RO Train A to maintain water quality with the purchase of 3 sets of 1,050 RO membrane elements. Provide technical support and assistance to the GWRS Program Manager in the design of the GWRS Final Expansion. Manage GWRS assets by: Continued implementation of a robust preventative maintenance program using the Maximo computerized maintenance management system (CMMS). Staff continues to update GWRS the work plans in the CMMS to reflect knowledge gain with 10 years of experience operating the treatment plant. Continued development of staff capabilities to make both minor and major mechanical and electrical repairs on equipment and facilities. These internal capabilities assure fast response, quality repairs and lower cost FY Work Plan

140 WATER PRODUCTION/GROUNDWATER REPLENISHMENT SYSTEM Install RO membranes in the three units of RO Train A to result in all older membranes being replaced in the RO system. The new Tekken lime system is being optimized for delivery of noncorrosive water into distribution system by effective lime post treatment with confirmatory testing. Protection of injection wells by delivery of low particle water. Account Information FY FY FY Actual Budget Proposed Budget Salaries and Benefits 9,359,301 9,302,981 10,022,452 Services and Supplies 20,217,278 21,780,802 21,416,687 Total $29,576,579 $31,083,783 $31,439,139 I II FY Major New Initiatives/Programs Continue to monitor changes in the MF membrane backwash and cleaning intervals to increase process efficiency and production. Make final evaluation of alternative microfiltration or ultrafiltration products capable of successfully operating on future AWPF source water associated with the GWRS Final Expansion. This evaluation includes products that could be retrofitted into existing infrastructure. Support Engineering Department in a possible full scale demonstration of PVDF MF technology by retrofit of one cell in the AWPF MF system. As the RO membranes age, investigate methods to effectively clean them extend their life to 5 years without reducing salt rejection effectiveness and to control energy use. Develop key performance factors that help identify and predict MF and RO membrane end of life conditions. Support GWRS Program Manager in the design of the GWRS Final Expansion. Core Activities O&M of the 100 mgd GWRS AWPF. O&M of the 102 well Talbert Injection Barrier. O&M of Mid Basin Injection Demonstration well. O&M of EW-1 well. O&M of the GAP treatment plant FY Work Plan

141 WATER PRODUCTION/GROUNDWATER REPLENISHMENT SYSTEM Work with Research and Development on engineering and research aimed at maintaining and optimizing treatment plant performance, production and the Talbert Barrier. Continue to support R&D in MF and UF pilot testing at OCSD Plant No. 2 facility in Huntington Beach in support of the GWRS Final Expansion design. Administering the joint OCWD & OCSD GWRS Steering Committee meetings. Facilitate monthly OCWD and OCSD Joint Operation Committee meetings. III Non-Core Activities Participate in technology transfer on advanced treatment with other water districts, consultants, public agencies, and industry organizations. Provide in-kind support as specified by OCWD for participating Water Reuse Research Foundation and Water Research Foundation research projects. Provide technical support on various wellhead treatment systems throughout Santa Ana Watershed. Provide technical support as needed to the Water Quality, Engineering, Hydrogeology, Public Relations and Health & Regulatory Departments. Provide facility maintenance support for OCWD s Fountain Valley facilities. Provide support to set up meetings and events. Provide instrumentation and electrical support to OCWD s recharge and Prado operations. Provide data collection and monitoring support for the Research & Development Department. Provide technical updates and participate in meetings with the GWRS Independent Advisory Panel. Provide assistance with GWRS tours for the Publics Affairs Department as necessary. Provide any required GWRS technical and operational information for outside data requests. IV Group Goals for FY GWRS: 1. Produce up to 103,000 acre feet of water for recharge and injection. 2. Continue efforts to control net production cost to less than $500 per acre foot FY Work Plan

142 WATER PRODUCTION/GROUNDWATER REPLENISHMENT SYSTEM 3. Continued development of the CMMS for the GWRS and update maintenance requirements for existing and new equipment associated with the GWRS Initial Expansion. 4. Continued development of databases to help staff monitor the individual process performance of the MF, RO and UV treatment systems. OCSD: 1. Continue with joint operations meetings with OCSD plant operations and source control and OCWD staff to ensure both agencies are knowledgeable of issues with each other s operations. 2. Coordinated day to day operation and optimization of the new 15 million gallon volume flow equalization storage tanks. DDW and the RWQCB: 1. Prepare an Annual Report on the GWRS operation with District staff and outside consultant. Talbert Barrier: 1. In conjunction with the barrier staff continue evaluating the corrosivity and injection well fouling propensity of the GWRS finished product water. V Pending Activities Continue to develop staff to effectively operate and maintain the GWRS and determine infrastructure needs for the GWRS Final Expansion facilities. VI Staff Addition Needed for FY VII None planned for FY , but additional staffing needs associated with the GWRS Final Expansion will be evaluated. Future Issues In the next two years, issues the District will need to consider include: 1. Optimization of the GWRS AWPF treatment process to lower operational costs, including operation of new flow equalization facilities. 2. Continue to optimize MF and RO membrane replacement strategies. 3. Process optimization and adjustment of preventative maintenance requirements as necessary. 4. Continue forward-looking review of water treatment technologies and opportunities to optimize current GWRS membrane and advanced oxidation treatment processes. 5. Continue to monitor energy issues to ensure the lowest possible power expenditures for the GWRS FY Work Plan

143 WATER PRODUCTION/GROUNDWATER REPLENISHMENT SYSTEM 6. Support the planning, construction, start-up, operation, maintenance and optimization of the District s future Centennial park mid-basin injection wells. 7. Support planning and design of the GWRS Final Expansion FY Work Plan

144 Recharge Operations RECHARGE OPERATIONS Summary Information Existing Staff 20 FTEs 1- Recharge Operations Supervisor 1- Field Headquarters Maintenance Supervisor 1- Field Headquarters Heavy Equipment Operator Supervisor 1- Grounds Maintenance Supervisor 1- Recharge System Operator - (Position Open) 1- Maximo Scheduler/Planner 1- Senior Administrative Support Specialist 2- Assistant Recharge System Operators 3- Field Maintenance Technicians 1- Senior Heavy Equipment Mechanic 3- Senior Heavy Equipment Operators 3- Heavy Equipment Operators 1- Diesel Mechanic FY Work Plan