1-Attachment 10 - Experience and Capacity Response.pdf

Request for Proposal

Solicitation No. BPM006379

Capacity Development/Technical Assistance to Small Public

Drinking Water Systems

Arizona Department of Environmental

Quality (ADEQ)

1110 W. Washington Street

Phoenix, AZ 85007

Solicitation Attachment – Experience and Capacity Response | Revision No. 1 | Revised 11-22

Attachment 10 – Experience and Capacity Response

THE STATE MAY DETERMINE YOUR PROPOSAL NON-RESPONSIVE IF YOU DO NOT FULLY RESPOND.

The Offeror shall provide a narrative response to each section that demonstrates their understanding of the Scope of Work requirements and describes the company’s overall experience and capacity in providing the Services stated in this

Solicitation. If there is a section that is not applicable to the Services required by the Scope of Work, you may mark it “N/A”.

Offeror shall provide a response either after each section or in a separate document entitled: “Attachment 10 - Experience and Capacity Response.” If a separate document is used, please clearly designate each section and double-check to ensure that each question has been answered. If any information provided is considered CONFIDENTIAL by Offeror, the information must be specifically included in the Confidential Information Designation Attachment and related documentation to be assessed for confidential treatment under A.A.C. R2-7-103.

1.0 Company Profile. The Offeror must include a narrative description of its organization. The narrative must include the following:

1.1 Date Established and ownership (public, partnership, subsidiary, etc.);

1.2 Is the Offeror a national or local company;

1.3 Address of “Main Office” (e.g. Corporate Headquarters and any satellite offices responsible for performance of proposed tasks;

1.4 Brief overview of business operations, with an emphasis on experience in regards to the Scope of Work (limit the response to this question to one page, font size 10 pt or greater);

1.5 Offeror's organizational chart relevant to the Contract, specifically identifying the key point of contact for all questions related to the submitted Offer. In addition, identify key point of contact for Task Order Offer Requests.

1.6 Full disclosure of any potential conflict of interest between the Offeror and any State employee who functions or has responsibilities in the review or approval of the undertaking or carrying out of the Contract;

1.7 A Statement of whether, in the last five (5) years, the Offeror has filed (or had filed against it) any bankruptcy or insolvency proceeding, whether voluntary or involuntary, or undergone the appointment of a receiver, trustee, or assignee for the benefit of creditors, and if so, an explanation providing relevant details and current status;

1.8 A Statement of whether there are any pending Securities Exchange Commission investigations involving the

Offeror, and if such are pending or in progress, an explanation providing relevant details and an attached opinion of counsel as to whether the pending investigation(s) may impair the Offeror’s performance in a Contract under this Solicitation;

1.9 A Statement documenting all open or pending litigation initiated by Offeror or where Offeror is a defendant or party in any litigation that may have a material impact on Offeror’s ability to deliver the contracted Services;

1.10 A Statement documenting all open or pending litigation initiated by Offeror or where Offeror is a defendant or party in any litigation with a public sector client;

1.11 Full disclosure of any public sector contracts terminated for cause or convenience in the past five (5) years;

1.12 Full disclosure of any criminal or civil offense.

Offeror Response:

Moonshot Missions Inc. (“Moonshot”) is a 501c3 non-profit founded in 2019 based on the value that all people have a right to clean water and waterways. Moonshot is dedicated to achieving environmental justice through the delivery of transformational solutions to under-resourced water, wastewater, and stormwater utilities of any size.

Moonshot is comprised of veteran utility leaders and professionals, providing an ideal perspective to offer trusted, expert assistance to peers in under-resourced communities. With over 450 years of collective experience, Moonshot’s leaders have experienced most issues facing the water sector and are able to quickly diagnose and suggest transformative solutions that are field-tested and ready to implement. Moonshot focuses on evaluating the technical, financial, and managerial conditions of utilities in collaboration with utility leaders and operating personnel. Sustainable solutions that improve the environment and quality of life are identified for the community in which the system serves. Funded primarily through federal, state, and philanthropic grants, Moonshot’s technical assistance services are provided at no cost to the utilities we serve, enabling us to focus on supporting under-resourced communities.

A significant focus of Moonshot’s work targets small, rural, and tribal communities experiencing noncompliance and associated challenges. Based on the community’s unique need, Moonshot offers customized support that ranges from core operational practices and training to innovative solutions that improve efficiency and performance. As part of achieving compliance, Moonshot Missions believes in empowering small water system managers and operators to gain a sense of ownership and feel empowered in their vital role within the community. Moonshot is committed to assisting communities solve complex problems, providing technical assistance that can range from quick fixes to long-term resolutions. The Moonshot team has the skills on board to address multi-faceted challenges involving local governments, elected officials, citizen groups, and residents, all while focusing on the system’s conditions impacting compliance.

Since its founding, Moonshot has served over 110 communities across federal, state, and philanthropic-funded programs.

Moonshot’s approach is guided by three primary tenants:

1. Partnerships. We work alongside utilities as an advisor rather than a consultant. This keeps and enhances the power of water systems, rather than creating dependency or overreliance on outside sources. We value the trust built with utility leaders and personnel.

2. Technical Expertise. Our technical value comes from the staff and volunteer expertise, familiarity with technology, innovative and customized approaches, and connections to other forms of technical support. We understand utility issues and their personnel because we’ve been in their shoes.

3. Community Empowerment. Without any profit incentive, we introduce communities to the most economical solutions with no motive beyond utility performance and improvement. Our aim is to enhance the existing capability of our partners.

Moonshot serves as an EPA National Environmental Finance Center, a program funded by the Bipartisan Infrastructure

Law to support environmental justice communities nationwide in accessing federal funding for water infrastructure projects. Through this program, the teams assess the technical, managerial, and financial conditions of water systems and assist in preparing materials for State Revolving Fund applications. In addition to the national role, Moonshot also acts as a subcontractor for six Regional Environmental Finance Centers.

Moonshot also provides technical assistance under the EPA’s Training and Technical Assistance Program for Rural, Small, and Tribal Wastewater Systems. Moonshot partners with utilities to evaluate their wastewater systems, identify compliance challenges, and perform a comprehensive technical, managerial, and financial review. Thie review allows the team to develop a tailored roadmap to achieve and maintain compliance. Recently, Moonshot has been awarded a contract to extend work to include Safe Drinking Water Act compliance and water quality improvements for small drinking water systems under the EPA’s Training and Technical Assistance for Small Systems program.

Additional technical assistance efforts include water quality and resiliency work in the Great Lakes Region, strategic planning for the Miami-Dade Water and Sewer Department, and support for California’s SAFER Program.

Moonshot Missions is proud to be a geographically diverse remote workplace, with team members spanning 18 states.

This enables Moonshot to attract and retain top-tier talent while facilitating technical assistance nationwide. Moonshot’s dedicated team readily travels for on-site visits and has provided technical assistance to utilities across 32 states and 2 territories. Moonshot is a national organization with a headquarters at 5207 Portsmouth Road, Bethesda, Maryland.

Moonshot’s track record working with small systems across the country, coupled with the exceptional skillsets of the team, qualifies the organization to support Arizona’s Capacity Development and Technical Assistance to Small Public Drinking

Water Systems program.

1.6 There is no potential conflict of interest between the Offeror and any State employee who functions or has responsibilities in the reviewing or approval of the undertaking or carrying out of the Contract.

1.7 Moonshot Missions, in the last five (5) years, has not filed (or had filed against) any bankruptcy or insolvency proceeding, whether voluntary or involuntary, or undergone the appointment of a receiver, trustee, or assignee for the benefit of creditors.

1.8 Moonshot Missions does not have any pending Securities Exchange Commission investigations.

1.9 Moonshot Missions has no open or pending litigation initiated by Moonshot Missions, nor is a defendant or party in any litigation that may have a material impact on Moonshot Missions’ ability to deliver the contracted services.

1.10 Moonshot Missions has no open or pending litigation initiated by Moonshot Missions or where Moonshot Missions is a defendant or party in any litigation with a public sector client.

1.11 Moonshot Missions has had no public sector contracts terminated for cause or convenience in the past five (5) years.

1.12 Moonshot Missions has not been involved in any criminal or civil offense.

2.0 Company Experience

2.1 If Offeror is proposing to provide services for Item #3 - Capacity Development Training (technical, managerial, financial), from Table 1, on page 3, Offeror shall respond to the following question #1:

Question 1:

ADEQ offers technical, managerial and financial training through its Capacity Development program. Does your company have experience providing training, in person and/or virtual, on topics of water system operations and management? What subject matter are you offering to train on and what is the level of expertise of the proposed trainer(s)?

Offeror Response:

Yes, Moonshot Missions has experience providing one-on-one training for water system operators and managers, both in-person and virtually. Moonshot’s training is tailored to meet the specific needs of each utility, focusing on technical, managerial, and financial aspects.

Subject Matter Expertise:

• Technical Training: Moonshot team members are licensed water and wastewater operators, as well as

Professional Engineers (PEs). They have practical experience in managing water treatment facilities, ensuring regulatory compliance, and implementing effective operational practices. Training topics include drinking water system operations and maintenance, water quality monitoring and reporting, designing Capital Improvement

Plans, and implementing asset management practices.

• Managerial Training: Moonshot offers guidance on strategic planning, regulatory compliance, and leadership to help utility managers improve their operations and management systems.

• Financial Assistance: Moonshot assists utilities with the funding application process to help secure resources for infrastructure projects. Additional financial assistance may include reviewing and assessing budgets, and rate reviews.

Expertise and Qualifications:

• The Moonshot team includes professionals with backgrounds in environmental engineering, consulting, and public administration. With the necessary licenses and utility experience, we provide practical, hands-on training to support the technical and managerial development of water utilities, focusing on the specific challenges each utility faces.

2.2 Project Descriptions:

For each deliverable from Table 1, on page 3, that the Offeror is proposing to provide:

Submit up to three (3) examples of your previous work as well as years of experience providing this deliverable. An example might cover more than one deliverable depending on the project. At the top of each page, include the deliverable “Item #(s)” and “Deliverable Description(s)” title from the table below. Limit each example to one (1) page. Use font size 10 pt or greater.

Each example shall include the following information:

a. Project Name;

b. Project Location (City and State);

c. Estimated Project Cost;

d. Project Begin and End Date;

e. Brief Description of the Project; and

f. Names of the project manager and key personnel that worked on the project if they are currently employed with your firm.

Offeror Response:

Select each of the item(s) that your firm is proposing to provide from the Table 1 below:

Table 1:

Item # Check Box Deliverable Description

1 Asset Management Plans

2 Capacity Development Activities

3 Capacity Development Training (technical, managerial, financial)

4 Construction Administration & Construction Management

5 Design of water system improvements

6 Developing regulatory plans (e.g., O&M, EOP, ERP, cybersecurity)

7 Drinking water permit applications (e.g., ATC, AOC, APP, AZPDES)

8 Funding assistance (e.g., PPL, PFA, RD-Apply)

9 Legal assistance (e.g., forming corporate status, corporate documents)

10 Median Household Income Surveys

11 Preparing Corrosion Control Assessments & Treatment

Recommendations

12 Preparing Environmental Documents/Archeological Surveys

13 Preparing Preliminary Engineering Reports (PER)

14 Rate studies, rate reviews, rate cases

15 Risk & Resiliency Assessments

16 System Evaluations

17 Water Loss Audits & Leak Detection

18 Water Master Planning

19 Water Quality Compliance Options Reports

20 Well Evaluations including water level measurements, zonal sampling & video logging

Project Title: Town of Elkton, Addressing the Most

Challenging Issues Facing Water Systems in the

Shenandoah Valley Region

Deliverable(s): Item #1, Asset Management Plans; Item

#15, Rate Studies, Rate Reviews, Rate Cases; Item #16, System Evaluations

Project Location: Elkton, Virginia Timeline: December 2022 – September 2023

Project Team: Lydia Rossiter (Project Manager), Shannon Gority, Sarah Neiderer

Estimated Cost: Unavailable

Brief Description of Project:

Moonshot Missions leveraged grants from the Agua Fund to provide direct peer support to four drinking water systems in the Shenandoah Valley Region. The goal of the program was to ensure each system is (1) achieving regulatory compliance, (2) optimizing treatment systems, and (3) improving overall technical, financial, and managerial capabilities. Elkton, a small community of 3,000 residents, was identified as a target community due to its financial instability and 57 percent non-revenue water rate due to aging infrastructure. Moonshot conducted an initial needs assessment and provided a recommended list of projects, prioritizing a rate study and Capital Improvement Plan. One onsite visit was conducted as a part of this system evaluation. Additionally, an asset inventory was necessary to complete a rate study, a priority item that would prove eligibility for State Revolving Funds. Moonshot partnered with a rate study firm to provide rate study services free of charge, including financing options and various rate-setting scenarios. The project with Elkton faced significant challenges due to the town's limited capacity, major leadership turnover, and initial disinterest in pursuing necessary studies. Despite these obstacles, Moonshot collaborated with the

Public Works Director and Financial Manager to develop both an Asset Management Plan and a Capital Improvement

Plan. Moonshot conducted onsite visits and updated data from a 2017 inventory, escalating estimated costs for each item to the current day amount. Recommended options from a 2021 engineering contractor's report were cross-checked with the asset inventory to ensure that all high priority items were included in the Capital Improvement Plan.

Moonshot then spread the projects over five years, escalated the costs appropriately, and finalized the plan with town utility staff.

Project Title: Charles City County, EPA Rural, Small, and

Tribal Technical Assistance for Wastewater Systems

Deliverable(s): Item #2, Capacity Development Activities

Project Location: Charles City County, Virginia Timeline: August 2022 - Present

Project Team: Nathan Coey (Project Manager), Andy

Koester, Marguerite Sheehan, Wendy Montalbano

Estimated Cost: $30,000

Brief Description of Project:

Charles City County, Virginia, received technical assistance through the EPA's small, rural, and tribal wastewater system technical assistance grant. Serving a population of 7,000 people and three operators between their drinking water and wastewater operations, the public works director expressed concerns with difficulty keeping and retaining operators. Moonshot conducted site assessments and evaluation of their technical, managerial, and financial operations associated with four wastewater treatment plants. Five onsite visits were conducted as a part of this project.

The assessments identified three primary areas for improvement: developing a more robust wastewater master plan, enhancing operator training to improve understanding of treatment processes and ensuring the accuracy of Discharge

Monitoring Report (DMR) submittals.

To address these needs, Moonshot completed the following deliverables:

• Organized a joint visit with VDEQ operator training coordinators to the Hideaway WWTP for additional operator training.

• Reviewed discharge monitoring reports of all their WWTPs (covering three months) for accuracy prior to submission to the state agency.

• Performed multiple root cause analyses of permit exceedances with the operator and developed a reporting template.

• Conducted an engineering review of the Charles City County wastewater master plan and advised the Public

Works Director.

• Created schedules for compliance reporting for both their water and wastewater operations.

• Provided virtual peer-to-peer operator support and training.

Project Title: City of Barre Department of Public Works, Environmental Finance Center Community Solutions

Team

Deliverable(s): Item #2, Capacity Development Activities

Project Location: Barre, Vermont Timeline: August 2022 – March 2023

Project Team: Andy Koester Estimated Cost: $28,000

Brief Description of Project:

The City of Barre, Vermont, was identified by EPA Region 1 as a participant in a community solutions project led by the

University of North Carolina Environmental Finance Center. Moonshot Missions, in collaboration with other stakeholders, provided technical assistance to help Barre prioritize and plan the implementation of water and wastewater infrastructure projects. This assistance aimed to support successful applications for Vermont State

Revolving Fund (SRF) programs.

During initial meetings, Barre’s Public Works Director expressed being overwhelmed by the numerous competing priorities and requested help with prioritizing the city's capital improvement projects. He was also nearing retirement and needed a comprehensive document to support the succession plan for his role. To address these needs, Moonshot conducted multiple site visits and engaged directly with the Public Works Director and the water and wastewater treatment plant operators to gather the necessary information. Two onsite visits were conducted as a part of this project.

Key challenges identified included the need for improvements in Barre's drinking water treatment and distribution systems, with critical upgrades required for aging infrastructure such as SCADA systems, water mains, and auxiliary generators. The wastewater treatment plant faced issues related to odor control, high-strength industrial waste, and sludge management. Staffing shortages and a high vacancy rate in the public works department were major concerns, impacting the city's capacity to manage its utilities effectively.

Moonshot delivered a comprehensive report that reviewed the technical and managerial capacity and needs of Barre's utility, outlining key challenges and recommending solutions. Using this report, the Public Works Director was able to understand the priorities and determine where to build capacity to address the issues outlined. Additionally, Moonshot partnered with the US Water Alliance to facilitate multiple community engagement meetings, helping to prioritize the proposed capital improvement projects.

Project Title: Big Basin Water Company, National

Environmental Finance Center

Deliverable(s): Item #2, Capacity Development Activities

Project Location: Boulder Creek, California Timeline: February 2024 - Present

Project Team: Lydia Rossiter (Project Manager), Reshet

Gebremariam, Joy Pearson

Estimated Cost: $50,000

Brief Description of Project:

Big Basin Water Company (BBWC) is a water utility in Boulder Creek, California, serving approximately 1,120 people.

The utility is currently under receivership, managed by Serviam by Wright LLP, due to persistent compliance issues and significant infrastructure damage from the 2020 CZU Lightning Complex Fire. BBWC has been struggling with unplanned water outages, regulatory violations, and aging infrastructure, which have led to formal enforcement actions and fines.

Moonshot Missions is providing technical assistance to help BBWC address these challenges. Three onsite visits were conducted as a part of this project. Assistance includes assessing the current state of the infrastructure and identifying and prioritizing critical capital improvements. It also includes an analysis of alternatives for the future governance of the utility, including eight different options ranging from annexation to a stand-alone mutual water company. Future assistance may include applying for funding on behalf of BBWC or its annexing utility.

By providing a comprehensive plan, Moonshot is helping BBWC prioritize its actions to build capacity, secure resources, and plan for a sustainable future. These efforts aim to ensure that BBWC can provide safe, reliable drinking water to its community while meeting regulatory requirements and preparing for upcoming challenges.

Project Title: Village of Hessmer, Region 6

Deliverable(s): Item #3, Capacity Development Training

Project Location: Hessmer, Louisiana Timeline: October 2023 - Present

Project Team: Nathan Coey (Project Manager), Joy

Pearson

Estimated Cost: $35,000

Brief Description of Project:

The Village of Hessmer, a small village serving 800 residents, was referred to Moonshot Missions by the EPA Region 6

TA provider. Moonshot’s initial role was to prepare a response to an administrative order and coordinate biweekly meetings with the Village to ensure smooth communication with the EPA office. Additionally, Moonshot evaluated the

Sequencing Batch Reactor (SBR) wastewater treatment plant and developed a repair action plan.

One of the primary deliverables of this project was to develop training materials and implement a training program to help them maintain their SBR plant and remain in compliance. The training documents were developed in a manner for the Village of Hessmer to keep and use to train future operators. The Moonshot Mission's team will be offering in-person training in partnership with the Village of Hessmer. The training program will be registered with the state so operators from neighboring systems can attend, and everyone can obtain hours to put towards their required annual training requirements. One onsite visit was conducted as a part of this project, with more scheduled for upcoming training.

Project Title: Harmful Algal Blooms Toolkit & Training, Virginia Department of Health

Deliverable(s): Item #3, Capacity Development Training

Project Location: Virginia Timeline: April 2023 – December 2023

Project Team: Lydia Rossiter (Project Manager), Reshet

Gebremariam

Estimated Cost: $75,000

Brief Description of Project:

Moonshot was contracted by the Virginia Department of Health to develop a statewide toolkit to equip utility leaders with the tools needed to address the growing threat of Harmful Algal Blooms (HABs). The team convened a HABs stakeholder group to understand the challenges and best practices in addressing HABs events in the region. The

Moonshot team also brought in subject matter experts to provide insight for the guidance document, which included techniques for addressing HABs, recommendations for treatment options, guidance for planning for emergencies, and communication strategies for utilities. This toolkit (linked) is a free resource that was distributed to Virginia water utilities. As part of the capacity-building efforts, Moonshot also hosted a training webinar to be used in conjunction with the guidance document. The live webinar provided continuing education credits and was attended by 40+ water leaders across 23 different water utilities. All technical assistance was provided remotely for this project.

Project Title: Town of Victoria, EPA Rural, Small, and

Tribal Technical Assistance for Wastewater Systems

Deliverable(s): Item #16, System Evaluation

Project Location: Andrews, South Carolina Timeline: November 2023 - Present https://www.vdh.virginia.gov/content/uploads/sites/14/2024/01/Harmful-Algal-Blooms-Toolkit_December-2023.pdf

Project Team: Andy Koester (Project Manager), Nathan

Coey, Margeurite Sheehan

Estimated Cost: $30,000

Brief Description of Project:

The Town of Victoria, Virginia serves 1,700 residents and was identified to Moonshot due to concerns with this wastewater treatment plant. Moonshot conducted site visits and developed comprehensive utility profile reports for the

Town of Victoria, providing a detailed overview of wastewater treatment operations, including technical, managerial, and financial aspects of the utility. These reports assessed the utility’s conditions, identified improvement opportunities, and offered a list of prioritized projects to implement that could enhance performance and compliance. In addition, Moonshot conducted an energy audit at the Victoria East Wastewater Treatment Plant (WWTP), focusing on identifying energy inefficiencies, particularly in the aeration basins. The audit identified broken air diffusers as a major source of energy inefficiency and recommended their repair or replacement, estimating these actions could significantly reduce energy consumption and costs. A copper effluent study examined historical copper effluent data and current treatment practices at the East WWTP to address compliance issues and prepare for upcoming VPDES permit renewals. The study analyzed copper effluent trends, evaluated treatment methods, and provided recommendations for achieving compliance without costly capital improvements. Moonshot also provided a technical memorandum on the Spins

Process Control Method, aimed at optimizing sludge management and aeration processes at the WWTP. The memo included guidelines for implementing the Spins method, necessary equipment, and specific procedures for monitoring and controlling the treatment process, equipping operators with the tools needed to enhance process efficiency and maintain compliance.

Additional deliverables included:

• Helped the operator with a plan to replace the aeration equipment and suggested improvements to the system for better efficiency.

• Reviewed the East Wastewater Treatment Plant's compliance with copper discharge limits and presented findings to the Virginia Department of Environmental Quality, leading to updated permit conditions that met regulations.

• Assisted in renewing NPDES permits for both the East and West Wastewater Treatment Plants.

• Provided advice on reducing inflow and infiltration (I&I) and recommended tools for the utility to use in the study, which have since been purchased.

• Developed a spreadsheet to help operators view all plant data in one place, including graphs to easily track data trends.

Six site visits were completed as a part of this project.

Project Title: Town of Kremmling Public Works

Department, National Environmental Finance Center

Deliverable(s): Item #6, Developing Regulatory Plans

Project Location: Kremmling, Colorado Timeline: January 2024 - Present

Project Team: Joy Pearson (Project Manager), Genevieve Mancuso, Lydia Rossiter

Estimated Cost: $8,000

Brief Description of Project:

The Town of Kremmling, a small municipality with a population of just over 1,000 residents, was referred to Moonshot by the regional office of the Environmental Protection Agency (EPA). The referral was based on the Town’s need for expert assistance in managing their water fund accounts. Upon engaging with the Town, it became clear that they required comprehensive support in two key areas. First, they needed a detailed review of their water fund accounts to ensure accurate tracking and management of their financial resources. Second, the Town sought to develop and implement effective policies that would not only guide the current administration but also serve as valuable resources for future hires, ensuring continuity and clarity in water fund management.

The Town of Kremmling's Water Enterprise Fund is divided into three distinct sub-sections, each with its own revenue source and specific restrictions on how the funds can be utilized. This segmentation requires careful management to ensure that each fund is used appropriately according to its designated purpose.

In response to these needs, Moonshot Missions undertook the task of creating tailored policies for each sub-section of the Water Enterprise Fund. These policies were designed to clarify the management processes and ensure compliance with the respective restrictions attached to each revenue source. To further enhance understanding and usability, Moonshot Missions also developed flowcharts that visually summarized the various revenue sources and the approved uses for the funds. These flowcharts provide a quick reference guide, making it easier for both current and future staff to navigate the complexities of the fund’s financial management.

Project Title: Clear Springs Utility Company, Training and

Technical Assistance Program for Rural, Small, and Tribal

Wastewater Systems

Deliverable(s): Item #6, Developing Regulatory Plans

Project Location: Pearce, Arizona Timeline: June 2023 – January 2024

Project Team: Nathan Coey (Project Manager), Andy

Koester

Estimated Cost: $7,500

Brief Description of Project:

Clear Springs Utility Company, a privately managed wastewater system in Pearce, Arizona, serving 554 accounts in an unincorporated area, faced significant compliance challenges with its groundwater monitoring well standards. The community was identified for assistance by the Arizona Department of Environmental Quality (ADEQ). To address these issues, Moonshot was engaged to assist the utility in returning to compliance and enhancing operator capacity. A key component of Moonshot's support was the development of a comprehensive Standard Operating Procedure (SOP) for sampling. This SOP provided clear guidelines on sampling frequency, procedures, quality control measures, and documentation to ensure the utility adhered to regulatory requirements and maintained accurate data collection practices. In addition to the SOP, Moonshot helped the staff identify a course of action to ensure timely responses to their consent order. This included developing a comprehensive checklist, monthly guidance on formulating responses, and providing recommendations for servicing groundwater monitoring wells. One onsite visit was conducted as a part of this project.

Project Title: City of Centrals Falls, Region 1

Deliverable(s): Item #8, Funding Assistance

Project Location: Central Falls, Rhode Island Timeline: January 2024 - Present

Project Team: Shannon Gority (Project Manager), Genevieve Mancuso

Estimated Cost: $12,000

Brief Description of Project:

Central Falls is a suburb of Providence, Rhode Island, that needed a Sewer Facility Plan that includes a system-wide inventory and needs assessment to support upgrades to their recordkeeping system, technology, and infrastructure.

Their staff was experiencing high turnover and low staff capacity, thus requesting technical assistance. The community was referred to Moonshot by the Northeast Water Infrastructure Network (NEWIN).

Moonshot provided assistance with obtaining a Clean Water SRF Loan to support the development of a Sewer Facility

Plan. This has included preparing a second request for inclusion on the Project Priority List (the project was included for

Fiscal Year 2025), obtaining a Certificate of Approval from the Department of Environmental Management, and now completing the application for the loan with the Rhode Island Infrastructure Bank. This project has presented challenges due to the lack of information about the existing sewer system and current turnover in the Public Works Department, but success has been met thus far by utilizing resources at DEM to obtain the information needed to finalize this loan, which will be a significant step towards sewer improvements and management in the City.

Project Title: Wigwam Mutual Water Company, National

Deliverable(s): Item #8, Funding Assistance

Project Location: Wigwam, Colorado Timeline: March 2024 - Present

Project Team: Lydia Rossiter (Project Manager), Joy

Pearson, Genevieve Mancuso, Estimated Cost: $15,000

Brief Description of Project:

The Colorado Department of Public Health and the Environment (CDPHE) reached out to Moonshot Missions on behalf of Wigwam Mutual Water Company. Wigwam was seeking to treat per- and polyfluoroalkyl substances in their drinking water and required assistance to apply for a Tier 1 Planning and Design Grant to fund a pilot study. With only a month between Moonshot's introduction to Wigwam and the SRF application deadline, Moonshot prepared application materials for the Tier 1 SRF Grant on behalf of Wigwam. This process included convening discussion with stakeholders to understand the scope of the project, coordination with CDPHE and other parties to ensure grant and project requirements were understood and collecting all necessary information for submission. Wigwam successfully received a $300,000 SRF grant to complete the pilot study and procured an engineering consultant to commence the pilot study.

Moonshot wrote and released the RFP to identify the engineering consultant and oversaw the solicitation, review, and procurement of the selected contractor.

Project Title: Town of Swanzey, Region 1 Environmental

Finance Center

Deliverable(s): Item #8, Funding Assistance; Item #12, Preparing Environmental Documents/Archeological

Surveys

Project Location: West Swanzey, New Hampshire Timeline: February 2024 - Present

Project Team: Shannon Gority (Project Manager), Wendy

Montalbano, Anniestacia Denton

Estimated Cost: $15,000

Brief Description of Project:

Like many communities, Swanzey, New Hampshire, is working to address its aging infrastructure, which is now nearing the phosphorus limit capacity and needs system upgrades. The Town was awarded $100,000 with 100% principal forgiveness from the state’s Clean Water State Revolving Fund (SRF) program to pay for a “Comprehensive Facility

Planning Study” to develop and compare the costs of updating and improving the existing treatment plant (under multiple scenarios) in addition to being awarded funding for the installation of a solar array system at the treatment plant. Moonshot conducted listening sessions with Swanzey and learned that the current administration needed guidance in navigating the application process, including the environmental review. After additional conference calls with the town, Moonshot developed a detailed action plan of the steps and tasks needed to prepare the environmental review and complete the SRF application for submittal. This included drafting an RFQ to solicit engineering firms and evaluate RFQ submittals. Several information-gathering sessions were held between Moonshot, the town administration, and the project consultant to ensure the environmental review was detailed, actuated, and concise and that the application could be processed without issue. Moonshot continues to assist Swanzey by seeking out other available funding sources to supplement these projects.

Project Title: Coachella Valley Water District, National

Deliverable(s): Item #16, System Evaluation

Project Location: Coachella, California Timeline: October 2022 - Present

Project Team: Lydia Rossiter (Project Manager), Reshet

Gebremariam, Joy Pearson

Estimated Cost: $12,000 per small system

Brief Description of Project:

Moonshot Missions has been providing technical assistance in collaboration with the EPA and Coachella Valley Water

District (CVWD) for several small community water systems in California. CVWD is developing a master plan to expand its services to neighboring small water systems, which predominantly serve manufactured home communities owned by individual families or groups of families. Recognizing that many system owners in the area primarily speak Spanish, Moonshot Missions has incorporated interpretation and translation services into local outreach efforts. Moonshot is assisting these systems to prepare for consolidation by 1) assessing on-site systems in preparation for a CVWD application for funding needed improvements for successful consolidation, and 2) assessing immediate needs to apply for funding to sustain the system until consolidation moves forward.

As part of these efforts, Moonshot Missions has conducted needs assessments across various small water systems in the Coachella Valley, with a few examples including Leon Housing, Montano Ranch, and Villas De Josue manufactured home parks. While these systems are set to connect to CVWD's network, this process will take time. Moonshot’s assessments focus on identifying immediate actions to improve water quality and operational reliability in the interim.

This includes addressing challenges such as aging infrastructure, inadequate maintenance programs, and compliance issues with water quality standards.

Moonshot Missions provided recommendations for each system, such as replacing deteriorated infrastructure, implementing monitoring and maintenance routines, and establishing emergency preparedness plans. These interim measures help bridge the gap until full consolidation, enhancing operational reliability, ensuring regulatory compliance, and improving water quality for residents. One onsite visit per system have been conducted as a part of this project.

Moonshot is continuing to assist the mobile home park owners with identifying appropriate funding and steps in the application process, including meeting with funders, assessing eligibility, forming a formal legal structure, and preparing the necessary documentation.

Project Title: Military Highway Water Supply Company, Region 6 Environmental Finance Center

Deliverable(s): Item #17, Water Quality Compliance

Report Options

Project Location: Mercedes, Texas Timeline: February 2024 - Present

Project Team: Lydia Rossiter (Project Manager), Reshet

Gebremariam, Joy Pearson

Estimated Cost: $25,000

Brief Description of Project:

Military Highway Water Supply Corporation (MHWSC), a non-profit utility serving over 30,000 customers across

Cameron and Hidalgo Counties, Texas, faced persistent water quality issues for over 20 years. Customers frequently reported discolored water with yellowish or reddish tints, often accompanied by odors, which suggested localized problems within the distribution system. These issues typically escalated during the summer months and periods of high-water demand, indicating a correlation between usage patterns and water quality problems. Despite meeting regulatory standards at the treatment plant, aesthetic concerns persisted regarding the water's appearance by the time it reached customers' taps.

Moonshot Missions was engaged to assess and address these water quality challenges. Initial discussions revealed that MHWSC's water quality problems stemmed from a combination of factors, including the use of aging infrastructure, inadequate flushing practices, and potential contamination from sediment and corrosion within storage tanks and pipes.

To understand and prioritize solutions, Moonshot conducted two site visits and collaborated closely with MHWSC staff to gather detailed information.

The recommended action plan included several key initiatives: conducting a comprehensive water quality analysis, optimizing the existing flushing program, and enhancing customer outreach to improve transparency and trust. Mid-term solutions focused on optimizing water treatment processes, piloting innovative cleaning techniques like ice pigging, and inspecting and rehabilitating storage tanks to prevent sediment buildup. Long-term strategies involved assessing and potentially upgrading well construction to better align with drinking water standards and exploring additional water supply sources to meet growing demand.

Using the detailed report and recommendations provided by Moonshot, MHWSC prioritized these initiatives effectively.

This approach helped the utility understand where to build capacity and focus resources to address the identified issues, ultimately aiming to improve water quality and enhance service reliability for their customers. The report provided by Moonshot also included funding options for each recommended strategy, along with eligibility requirements, application dates, and other relevant details.

3.0 Financial/Accounting Information

After the proposal due date, Offeror must provide evidence of financial stability and capability to fund all costs associated with providing the relevant Services throughout the term of the Contract. See details as provided in RFP Solicitation

Special Instructions to Offerors, Section 7.0 Financial Stability. DO NOT submit financial information with Offer at this time.

4.0 Certificates/Licenses

Submit copies of all applicable certificates and licenses that support Offeror’s ability to provide the proposed services, including any Arizona required business license(s) to provide these services. At a minimum, this shall include all certifications and licenses referenced in the Solicitation Attachment 8 - Organization Profile.

5.0 Proposed Project Members and Organization

Offeror to complete an Attachment 6 – Key Personnel form to identify each Key Personnel.

6.0 Subcontractors

Offeror to complete Attachment 9 – Proposed Subcontractors to identify Proposed Subcontractors to be utilized to perform services within a resultant contract.