Scope_of_Work.pdf

Project ID: RFP-DS-0150

Water Use Efficiency Framework Support

SCOPE OF WORK

The chosen consultant will provide services directly to West Basin’s participating agencies to support their Commercial, Industrial, and Institutional Performance Measures (CII PM’s) and Annual Reporting requirements under Making Conservation a California Way of Life.

West Basin will serve as the Lead Agency and will hold and administer the consultant contract on behalf of the participating agencies. Participating agencies will be retail agencies within the West Basin service area.

The consultant will ensure that all work and resulting documents satisfy relevant requirements, recommendations, and practices, such as those in California Water Code ("CWC") §10609, California Code of Regulations (CCR) Title 23, § 965 - § 978, and recommendations, guidelines, and methodologies developed by Department of Water Resources (DWR).

Task 1: Project Management

Consultant is responsible for day-to-day activities. This includes communicating, scheduling meetings, preparing agendas, invoicing, reporting progress, and budgeting for all authorized tasks.

Deliverables

• Kick-off meetings with West Basin

• Meetings with West Basin and participating agencies (as needed)

• Monthly invoices and accompanying progress reports to West Basin

Task 2: Onboarding & Education

Consultant is responsible for onboarding participating agencies. This includes scheduling individual meetings with each participating agency to provide a summary of Making Conservation a California Way of Life, the CII PM’s, and Annual Reporting requirements.

Deliverables

• Individual onboarding meetings with each participating agency

• Summary of Making Conservation a California Way of Life, the CII PM’s, and Annual Reporting requirements

Task 3: Data Collection & Management

Consultant is responsible for submitting a data request to each participating agency or West Basin.

This can include, but is not limited to, data related to CII accounts and relevant information; such as customer information, parcel information, meter(s) associated, meter numbers and geo-locations, type of water service (potable vs recycled), summarized monthly or annual water usage, and State-provided residential and CII Landscape Area Measurement (LAM) data. The consultant may request additional data on an as-needed basis.

Upon completion, consultant will provide one data set, which includes CII Classification, Special Landscape Areas (SLAs), Dedicated Irrigation Meter (DIM) & Mixed Use Meter (MUM), and LAM data, to the respective participating agency. Consultant is also responsible for managing data received. If requested, the consultant may enter into an agreement with requesting agency to ensure data privacy and protection.

Deliverables

• Participating retail agency data request(s)

• Data submittal to each participating agency (upon completion)

• Data management agreement(s) (as needed)

Task 4: CII Account Classification

Consultant is responsible for developing the best approach and classifying all CII customer accounts for each participating agency, according to State Water Resources Control Board (SWRCB) requirements. Consultant may request additional meeting(s) with participating agency, or West Basin, for clarification and local expertise. In addition, consultant will provide a plan or guidance to maintain CII classification to each participating retail agency.

Deliverables

• Classification of all CII accounts

• Plan or guidance to maintain CII Classification for each participating agency

Task 5: Special Landscape Areas

Consultant is responsible for developing the best approach to identify Special Landscape Areas (SLAs) for each participating agency. This can include incorporating outside data, such as data from the County Assessor’s office.

Deliverables

• Identification of all SLAs

Task 6: CII DIMs, MUMs, and In-Lieu Technologies

Consultant is responsible for developing the best approach to associate meters, parcel/property served, and LAM (state provided data) for each participating agency. Consultant will identify all CII meters as either a Dedicated Irrigation Meter (DIM) or a Mixed Use Meter (MUM). Consultant may request additional meeting(s) with participating agency for clarification and local expertise. In addition, consultant will identify all MUMs that exceed the LAM threshold, as determined by the State, and provide recommendations for DIM conversion or in-lieu technology implementation.

Deliverables

• Identification of parcel/property served, LAM, and DIM/MUM identification for each CII meter

• List of MUMs that exceed LAM threshold, as determined by the State

• Recommendations for DIM conversion or in-lieu technology implementation for each participating agency

Task 7: Disclosable Buildings

Consultant is responsible for identifying and producing required information for all disclosable buildings for each participating agency.

Deliverables

• Identification of all disclosable buildings, including associated meter number and monthly water data for at minimum the previous year

Task 8: CII Best Management Practices (BMPs)

Consultant is responsible for developing the best approach to implement CII BMPs for each participating agency, including identifying customers that exceed the State recommended size, volume of water use, or other threshold. Consultant will schedule a meeting with West Basin to identify BMPs already being implemented. Consultant is responsible for developing recommendations to address CII BMP requirements for West Basin and each participating agency.

Deliverables

• Identification of customers that exceed the State recommended size, volume of water use, or other threshold for each participating agency

• Recommendations to address CII BMP requirements for West Basin and each participating agency

Task 9: Annual Reporting

Consultant is responsible for supporting participating agencies with Annual Report requirements.

Consultant will provide a memo that includes all relevant reporting items to each participating agency. The report should include data in a format that matches the latest State Water Resources Control Board provided Urban Water Use Objective Reporting Form and satisfies the State’s

Guidance and Supplemental Guidance Documents. Respective participating agencies may request additional meeting(s) with consultant for additional support.

Deliverables

• Memo including all relevant reporting items in the State provided Urban Water Use Objective Reporting Form to each participating agency

Optional Tasks: As Needed Technical Assistance

Vendor will provide optional as-needed technical assistance services designed to assist participating agencies achieve their regulatory objectives, which may include variances and bonuses. All optional tasks require prior authorization from West Basin.