092022 Water Master Plan Update and Rate Study Contract Award Stantec Proposal — City Council - Successor Agency

Water Master Plan Update
and On-Call Services
Purchasing
RFP #4375
JULY 20
2022

SECTION 4. DETAILED WORK PLAN
& IMPLEMENTATION
Understanding 23
Approach 23
Work Plan 29
Scope of Work 30
Work Samples 58
SECTION 5. WORK SAMPLES

TABLE OF CONTENTS
Letter of Transmittal 3
SECTION 1
SECTION 2. MINIMUM

QUALIFICATIONS
Firm Profile 6
Financial Stability 7
Firm Experience 8
References 9
SECTION 3. PROPOSED STAFFING

AND ORGANIZATION
Organizational Chart 10
Summary of Key Team Members 11
Key Personnel Resumes 17
SECTION 6. FEE PROPOSAL
Fee Proposal (provided separately) 59 SECTION 7. REQUIRED FORMS
Attachment A: Non-Collusion Affidavit 60
Attachment B: Special Provisions 61
Attachment C: Exceptions 62

Section 1
Letter of Transmittal
Section 1
Letter of Transmittal

RFP Requirements
RFP #4375 • Stantec 2022 | 3

LETTER OF
TRANSMITTAL1
July 20, 2022
City of Fullerton - Purchasing
303 W. Commonwealth Avenue
Fullerton, CA 92832
Attention: Karen Chung
Subject: RFP No. 4375 – Water Master Plan Update and On-Call Ser vices The City of Fullerton (City) provides a clean, safe, potable water supply to its approximately 144,000 residents. As part of the efforts to continually improve your community, the City intends to update its Water Master Plan (WMP) and Water Rate Study (WRS) to address water supply, water demands, facilities planning, water quality and regulatory concerns, and a prioritized capital improvement program (CIP). With this Plan, the City has requested a rate study for a financial plan and funding mechanism that will fund both the ongoing operations and planned capital investments. Stantec Consulting Services, Inc. (Stantec) is confident that our team of qualified engineers, water specialists, and financial management consultants have the expertise necessary to complete this project and meet your highest standards.

Stantec is a strategic consulting, engineering, and construction firm providing wet infrastructure solutions that contribute to conservation of the world’s irreplaceable resource—water. Our professionals have been engaged in design and master planning for water projects across North America since 1954.

What We Can Do for You. Our accomplished, local team includes leaders with track records throughout Southern California for delivering innovative solutions to modern-day water management challenges and providing sustainable outcomes. We will work closely with City staff to identify opportunities, develop feasible options, foster collaboration, and formulate a comprehensive planning plan for implementing a cost-effective CIP and rate study. Our core business philosophy has long been the key to our success, we deliver world-class resources with a personal level of local care. At Stantec, we always design with community in mind.

About Our Team. Your project will be managed by our proposed project manager Jeff Dunn, who has 28 years of experience in water resource planning and engineering involving potable water, recycled water, and sewer facilities and rate studies. His planning experience includes more than 24 facility master planning projects and 30 hydraulic and feasibility studies for potable, recycled water, and sewer systems. Jeff will lead our planning, asset management, and financial teams through the successful completion of this project. a. Contact Person
Jeff Dunn, PE
Project Manager
(949) 923-6974
[email protected]
CV Strategies
Tara Bravo
73700 Dinah Shore Drive, Suite 402,
Palm Desert, CA 92211
760-776-1766
CV has worked on more than 4
projects with Stantec, specifically
City of Sana Ana, City of Needles,
West County Wastewater, and City
of Mantec WWMP & Rate Study.
b. Subcontractors
SoCal Flow Testing
Dan Hildebrand
[email protected]
714-261-5716
SoCal was a sub on the Manhattan
Beach Water Master Plan
c. We acknowledge receipt of
Addendum No. 1,
RFP #4375 Questions and Answers
d. This proposal shall remain valid for
a period for not less than 180 days
from the date of submittal.
e. Jeff Dunn is authorized to bind
contracts.
f. All information submitted with
this proposal is true and correct.

RFP #4375 • Stantec 2022 | 4
Planning Team. Our proposed planning team includes seasoned and respected professional experts, with over decades of local and relevant experience. Our team will be led by Adelina Pirijanyan, who leads our SoCal Water Resources group. She has over 18 years of experience and recently completed a similar master plan for the City of Manhattan Beach. We will work closely with the City to develop a well thought out and dynamic water master plan, to include a CIP implementation str ategy that incorporates the City’s
financial goals. We have a standard of care that fosters repetitive and long-standing working relationships with local clients such as the Metropolitan Water District of Southern California (MWD), Manhattan Beach, Ontario, Orange, Anaheim, and Newport Beach, as well as the Irvine Ranch Water District and Inland Empire Utilities Agency.

Asset Management Team. Our Asset Management team is led by Laith Alfaqih, who is our Stantec North America lead and principal at Stantec. He is a results oriented professional engineer, with over 20 years of experience in working across various industries leading Asset Management Programs. He will be supported by Ali ALavi, who is a worldwide condition assessment expert and has provided technical assistance and support on over 1,400 performance curves worldwide since 2010, and the results saved utilities more than $10 billion in repair or replacement costs.

Financial Team. Our proposed financial team has ~40 years of combined experience in water rate making. Together, our California-based team specializes in utility financing studies and funding mechanisms—including Proposition 218 rate study analyses and implementation. We have provided similar services to the City of Fullerton, Whittier Utility Authority, Needles, and Santa Ana. We have experience with and knowledge of accepted ratemaking and cost of service methodologies, including practices/approaches identified in American Water Works Association (AWWA). Our proposed water rate study lead, Ben Stewart is a contributing author to the new AWWA M1Manual currently under development. In addition, Ben played an integral role in the completion of the 2019 Rate Study for the City.

Stantec provides a unique familiarity that will benefit the City on this important water project. Jim Cathcart prepared the previous 1997 Water Master Plan. Greg Sebourn and Sam Wheeler currently sit on infrastructure review committees for the City. Ben Stewart was a key author in preparing the current 2019 Water Rate Study. We can leverage these individuals unique knowledge to enhance our planning recommendations for a realistic CIP implementation strategy that meets your objectives.

As we know, we are all working in unprecedented times as a result of the COVID-19 pandemic. The situation is a very fluid one. Our proposal is based on what we understand today but may change as conditions evolve. We would welcome a further discussion with you to share our respective plans and efforts to help manage and mitigate the impact of this evolving situation on your proposed project. We have no exceptions to the City’s Professional Services Agreement. We have no exceptions to the City’s Professional Services Agreement. If you need any additional information, please contact me at 949-923-6974 or [email protected].

Regards,
Jeff Dunn, PE
Project Manager

Section 2
Minimum QualificationsSection 2
Minimum Qualifications
4—Required Proposal Content

1. Provide a brief profile of the firm, including the types of services offered; the year founded; form of the organization (corporation, partnership, sole proprietorship); number, size, and location of offices; number of employees.

1. Provide a general description of the firm’s financial condition, identify any conditions (e.g., bankruptcy, pending litigation, planned office closures, impending merger) that may impede Proposer’s ability to complete the contract.

2. 1. Describe the firm’s experience in performing work of a similar nature to that solicited in this RFP and highlight the participation in such work by the key personnel proposed for assignment to this contract.

3. 1. Describe experience in working with the various government agencies that may have jurisdiction over the approval of the work specified in this RFP . Please include specialized experience and professional competence in areas directly related to this RFP .

4. 1. Provide a list of past joint work by the Proposer and each subcontractor, if applicable.

The list should clearly identify the contract and provide a summary of the roles and responsibilities of each party.

5. 1. A minimum of three (3) references should be given. Furnish the name, title, address, email and telephone number of the person(s) at the client organization who is most knowledgeable about the work performed. Proposer may also supply references from other work not cited in this section as related experience.

6. RFP #4375 • Stantec 2022 | 5 The City of Fullerton has identified minimum qualification requirements in the RFP . The table below identifies each requirement and demonstrates how Stantec meets or exceeds the minimum requirements.

MINIMUM
QUALIFICATIONS2

MINIMUM QUALIFICATIONS DETAILS
a. Be capable of pr oviding the required
services beginning on or around
October 2022.

EXCEEDMEET

Exceeding Your Expectations
Stantec has the capacity to start the required services as early as September. b. Ha ve the necessary resources,
knowledge, skills, and experience to
provide the required services as
described in the Scope of Services/
Scope of Work (Section 2).

EXCEEDMEET
Exceeding Your Expectations
Stantec’s core team has been completing Water Master Plans in Southern California fwith a combined experience of nearly 90 years.. Our experience is shown throughout this RFP .
c. Ha ve financial stability and the
necessary financial resources to
provide the required services

EXCEEDMEET
Exceeding Your Expectations
Stantec has exemplary financial stability and necessary financial resources to provide the required services. Please visit Stantec.com for additional financial information.
d. Demonstr ate the requisite technical
proficiency.

EXCEEDMEET
Exceeding Your Expectations
In addition to the GIS and the variety of Asset Management tools, Stantec has extensive experience using all commercial water modeling platforms including: InfoWater and InfoWater Pro. Several of our recent water models have been converted to InfoWater Pro.

For more information see Sections 2, 3, 4, and 5.

For more information see Section 2.

For more information see Sections 4 and 5.

We have strategically picked a team for the City that has recent similar experience, is local to the City and has been working together on similar projects and pursuits. Your project will be managed by Jeff Dunn, who has 28 years of experience in water resource planning and engineering involving potable water, recycled water, and sewer facilities and rate studies. We have assigned leads with extensive experience in Asset Management, Water Resources Planning and Rate Study. We are confident we can provide you with the partner you need to successfully complete this project.

RFP #4375 • Stantec 2022 | 6
Firm Profile
Legal Name Stantec Consulting Services Inc.

Legal Form of Company Corporation (publicly owned)
Stock Exchange STN: NYSE and TSX
State of Incorporation New York City (1929)
Years Doing Business 67 (including Phase I and II site assessment work) Number of Employees 25,000+ (1,300+ in California and 460+ within 100 miles of Public Works in Alhambra) Markets Environmental, Civic & Cultural, Coastal & Marine, Education, Health, Industrial, Mining, Oil & Gas, Power & Dams, Residential, Retail, Hospitality & Mixed Use, Science & Technology, Smart Cities, Sports & Recreation, Transportation, Urban Places, Water, and Workplace & Office Office Locations 350+ (globally), 21 (California)
For a full list of Stantec office locations, visit https://www.stantec.com/en/offices/office-finder Stantec Office Locations
DA-MRKC-2022JUNE06
Stantec Office Locations
RFP #4375 • Stantec 2022 | 7
For more than seven decades, Stantec has provided water, recycled water, environmental services, regulatory assistance including permitting, and grant assistance, and wastewater engineering services to our clients in southern California and beyond. During that time, we have added planning, modeling, surveying, environmental and other services to our portfolio to better meet our clients’ needs. We take pride in a long history of being part of the communities we serve.

Similar Global and Local Experience. We have assisted our clients with similar contracts throughout the country, as well as right here in southern California. Serving a diverse base of public and private sector clients, Stantec has extensive experience in providing complete water resources planning, design, and technical services for water supply and distribution systems, pumping stations, water treatment plants, AWT facilities, electrical systems, stormwater management, hydraulic modeling, energy management, asset management, remediation services, waste characterization and source investigations, California Environmental Quality Act (CEQA) and permit support, and funding assistance.

We work collaboratively with our clients to plan and design facility improvements that helped guide them through continued growth and success. Our team systematically evaluates
treatment plant operational issues, uncovers problems, and provides the basis for developing practical solutions. We review operations, maintenance, and management practices; design loadings; and staffing to preemptively address potential challenges.

Deep Bench of Expertise: We collaborate across disciplines and industries to bring water, buildings, energy and resource, environmental, and infrastructure projects to life. Our work— engineering, architecture, interior design, landscape architecture, surveying, environmental sciences, construction management services, project management, and project economics—begins at the intersection of community, creativity, and client relationships.

Our water community unites approximately 220 water specialists working throughout California. Our work— environmental sciences, engineering, architecture, water/wastewater, landscape architecture, surveying, project management, and project economics, from initial project concept and planning through design, construction, and management—begins at the intersection of community, creativity, and client relationships.

We specialize in the planning, design, and implementation of potable water and recycled systems that includes wells, wellhead treatment, and conveyance facilities. Our team includes treatment experts that have been providing planning and design expertise to our industrial and municipal water clients. Stantec has developed industry leading proprietary design models to analyze constituent loading and treatment requirements unique to each project site and conditions. With a long-term commitment to the people and places we serve, Stantec has the unique ability to connect to projects on a personal level and advance the quality of life in communities across the globe.

SOUTHERN CALIFORNIA
303 W. Commonwealth Avenue
Fullerton, CA 92832
Stantec Office Locations
Stantec Inc. is a publicly traded company listed on the New York Stock Exchange (Symbol: STN) and the Toronto Stock Exchange (Symbol: STN). We are required to be financially stable in order to maintain these listings and we are required to adhere to the Internal Control – Integrated Framework issued by the Committee of Sponsoring Organizations of the Treadway Commission. We are subject to ongoing independent audits that prove our financial stability and credit worthiness.

Additional information on our financial capacity can be found at:
https://www.stantec.com/en/investors/stantec-financial-information We have no identified conflicts that would prevent us from successfully completing this project.

Financial Stability
RFP #4375 • Stantec 2022 | 8
Project Key Personnel
Project Management
Water Quality
Water Demand Projections
Hydraulic Model Development
Calibration
Survey
Water System Evaluation
Above-ground/Vertical Assets
Rehab and Replacement
Program
Pipeline R&R Rate Analysis
CIP Program
Water Master Plan
Water Rate Study
Asset Management Program
Revenue Sufficiency Analysis
(RSA)
Cost Estimate
Demand and Supply Analysis
Analyze Wells, Reservoirs, and
Booster Stations
Fire Flow Test
Rate Structure Analysis and
Design
Water Master Plan Update
City of Anaheim
Jeff Dunn | Modeling Lead
James Cathcart | Project Manager
Laith Alfaqih | Asset Management
Roxana Carrillo | Hydraulic Modeler
Water Master Plan Update
City of Manhattan Beach
Jeff Dunn | Project Manager
Adelina Pirijanyan | Planning Lead
Roxana Carrillo | Hydraulic Modeler
Subconsultant: SoCal Flow
Water System Master Plan
City of Orange
Jeff Dunn | Project Manager
Adelina Pirijanyan | Planning Lead
Roxana Carrillo | Hydraulic Modeler
Water and Sewer Master Plan Updates
East Valley Water District
James Cathcart | Project Manager
Jim Loucks | Cost Estimator
Comprehensive Water Resource Plan (CWRP)
Casitas Municipal Water District
James Cathcart | Project Advisor
Water Resources Master Plan Update
Irvine Ranch Water District
Jeff Dunn | Project Manager
Sewer Master Plan Update
San Bernardino Municipal Water Department
James Cathcart | Project Manager
Jim Loucks | Cost Estimator
Hydraulic Model/ Analysis, Green Acres Project
Orange County Water District
Jeff Dunn | Project
Manager James Cathcart |
Technical Adviser
Recycled Water System Plan Update
City of Ontario
Jeff Dunn | Project Manager
Electric, Water, and Wastewater Rate Study
City of Needles
Benjamin Stewart | Water Rate Study
Subconsultant: CV Strategies
Water/Sewer Rate Study and Capacity Charge Analysis
Whittier Utility Authority
Benjamin Stewart | Water Rate Study
Subconsultant: CV Strategies
Comprehensive Water, Recycled Water, and Sanitary Sewer Rate Study City of Santa Ana
Benjamin Stewart | Water Rate Study
Subconsultant: CV Strategies
Firm Experience
The table on the following page identifies our similar work experience, working with the various government agencies experience, and joint work with our subconsultants.

RFP #4375 • Stantec 2022 | 9
References
The projects listed in this section represent some of our work to deliver on the components requested in the scope of the contract.

Client Name City of Manhattan Beach Public Works Department Address 3621 Bell Avenue, Manhattan Beach, CA 90266
Contact Name Tim Birthisel
Title Senior Civil engineer
Phone Number 310-802-5368
Email Address [email protected]
Client Name Irvine Ranch Water District (IRWD)
Address 15600 Sand Canyon Avenue, Irvine, CA 92618
Contact Name Eric Akiyoshi
Title Engineering Manager - Infrastructure Planning
Phone Number 949-453-5552
Email Address [email protected]
Client Name City of Anaheim Public Utilities Department Address 201 S. Anaheim Boulevard, Suite 601, Anaheim, CA 92805 Contact Name David Kim
Title Project Manager
Phone Number 714-765-4206
Email Address [email protected]
Section 3
Proposed Staffing and
Organization
Section 3
Proposed Staffing
and Organization
4—Required Proposal Content

1. Provide education, experience, and applicable professional credentials of Contract staff.

Include applicable professional credentials of “key” Contract staff.

7. 1. Furnish brief resumes (not more than 2 pages each) for the proposed key personnel.8.

1. Identify key personnel proposed to perform the work in the specified tasks and include major areas of subcontract work. Include the person’s name, current location, and proposed position for this Contract, current assignment, and level of commitment to that assignment, availability for this assignment and how long each person has been with the firm.

9. 1. Include an organization chart that clearly delineates communication/reporting relationships among the staff, including sub consultants.

10. 1. Include a statement that key personnel will be available to the extent proposed for the duration of the contract, acknowledging that no person designated as “key” to the Contract shall be removed or replaced without the prior written concurrence of the City.

11. RFP #4375 • Stantec 2022 | 10

PROPOSED STAFFING
AND ORGANIZATION3

SPECIALTY SUPPORT SERVICES
Asset
Management
Craig Omundsen, BE,

MIAM, CRL
Condition
Assessment
Ali Alavi, PhD, PE
Site/Civil
Engineering
Chris Mote, PE
Mechanical
Engineering
Structural
Engineering
George Tey, PE
Simon Lin, PE
Electrical
Engineering
Bruce Wong, PE
Instrumentation &
Controls
Sanki Nadarajan, PE
Subconsultants
1 CV Strategies
2 SoCal Flow Testing
Hydrant Flow Testing SoCal Flow Testing
GIS Analyst Todd Wilson, GISP
Surveying (optional) Greg Sebourn, PLS
Sam Wheeler, PE
Hydraulic
Modeling
Fletcher McKenzie, PE
Roxana Carrillo, EIT
Water Quality
& Regulatory
Tyler Hadacek, PE
Cost
Estimating
Jim Loucks, PE
Project Manager
Jeff Dunn, PE
Planning Lead
Adelina Pirijanyan, PE
Key Staff Members
Organizational
Chart
City of Fullerton
Technical Lead + QA/QC
James Cathcart, PE
Asset Management Lead
Laith Alfaqih, PhD, PE, CRL, MIAM
Water Rate Study Lead
Ben Stewart, PE
Rate Study
Analysis
Sally Van Etten
Loriza Khan
PROP 218 Rates
Communication
Specialist
CV StrategiesCondition Assessment
Jeff Dunn, PE
Project Manager
Education
BS, Civil Engineering
Registration
Professional Engineer in CA,
#58455
Location
Irvine, California
Jeff has 28 years of experience in facility planning and modeling. His planning experience includes more than 24 facility master planning projects, as well as 30 hydraulic studies for domestic, reycled, and sewer systems.

Jeff’s master planning experience has included large models such as Irvine Ranch Water District and Anaheim’s water systems. He has designed or managed the design of over 50 miles of pipelines ranging in diameter from 4 inches to 42 inches. Jeff’s other experience includes planning and design of water, recycled water, and sewer pipelines; pump station analysis and design; pressure-reducing stations; reservoir storage analysis; and construction support services.

James Cathcart, PE
Technical Advisor +
QA/QC
Education
MS, Civil Engineering
BS, Civil Engineering
AA, Liberal Arts
Registration
Professional Engineer in CA,
#31518
Location
Irvine, California
Jim has 44 years of experience specializing in water resources supply and development in California and has helped Southern California agencies solve their water supply issues and infrastructure needs. He brings big picture insight from his work on dozens of master plans and hydraulic models ranging from local developments to complex city and region-wide systems. His technical experience includes program/project management and engineering specializing in planning; design; construction management of water, wastewater, and reclamation infrastructure; computer modeling; master planning; ground and surface water treatment; transmission and storage; and pipeline design. Jim has lead condition assessment/asset management programs for two major projects in Southern California.

Adelina Pirijanyan, PE
Planning Lead
Education
BS, Civil Engineering
Registration
Professional Engineer in CA,
#73785
Location
Pasadena, California
Adelina has 18 years of experience in hydraulic modeling and environmental data management, including data collection, input, quality assurance/quality control, verification, validation, and analysis. Her expertise includes applying geographic information systems (GIS) technologies and hydraulic modeling for potable/non-potable systems. Adelina’s experience in water resources planning, with majority experience in water/wastewater master planning.

Adelina has led various master planning efforts, completing tasks on time and budget.

Fletcher McKenzie, PE
Hydraulic Modeling
Education
MS, Civil Engineering
BA, Spanish
Registration
Professional Engineer in MA,
#54979
Professional Engineer in NY,
#101134
Professional Engineer in CO,
#0049479
Location
Sacramento, California
Fletcher has more than 12 years of experience in water and wastewater engineering. He has been part of project teams creating hydraulic models for the analysis of distribution systems, including fire flow studies as well as extensive experience in hydraulic transient analysis. He has worked on pump selection, control valve design, external pipeline load analysis, master planning, as well as open channel hydraulics, and gravity pipeline design.

Fletcher has been the lead transient engineer in studies ranging from gravity systems to 200 MGD pump stations, as well as analyzing Francis reaction turbines.
18 years of
experience
12 years of
experience
RFP #4375 • Stantec 2022 | 11
Summary of Team Members
We have featured our key team members with extensive similar experience, highlighting their experience in the industry.
28 years of
experience
44 years of
experience
Roxana Carrillo, EIT
Hydraulic Modeling
Education
BS, Civil Engineering
Registration
Engineer in Training
Location
Irvine, California
Roxana is a civil engineer in training in Stantec’s Water group, assisting with planning, hydraulic modeling, and technical design of projects including water distribution systems and sewer networks. Her work experience has involved hydraulic model updating and calibrating, water demand and supply analysis, fire flow analysis, and master planning.

Tyler Hadacek, PE
Water Quality &
Regulatory
Education
MS, Environmental Engineering
BS, Civil Engineering
Registration
Professional Engineer in CA,
#84298
Location
Pasadena, California
Tyler is a process engineer with experience in water, wastewater, and water reuse treatment, covering projects from master planning through conceptual design, final design, permitting, and support during construction.

He also has experience performing water quality studies and analysis, and stormwater monitoring. He currently serves as a project engineer on drinking water, stormwater, wastewater, water recycling, and water reuse studies, planning, and treatment design. His experience includes environmental remediation treatment of metals, hydrocarbons, and other trace contaminants, both conventional and advanced treatment plant design for water and wastewater, treatment plant rehabilitation and expansion, unit process retrofits, and wellhead treatment systems. He has worked on treatment facilities that range from small well-head applications to full scale plants of up to 500 mgd.

Laith Alfaqih, PhD, PE,

CRL, MIAM
Asset Management
Lead
Education
Ph.D., Civil Engineering
MS, Operations Management
MS, Environmental Engineering
Registration
Professional Engineer in OH,
#76732
Location
Cincinnati, Ohio
Laith brings more than 20 years of experience providing support to various sectors and subsectors including water, transportation, aviation, and energy for asset management and financial services. This includes providing technical expertise and conducting business development. Laith utilizes a multidisciplinary asset management approach across different sectors and effectively partnering with stakeholders to develop robust and sustainable solutions. These solutions are developed to provide our clients best solutions that fits their culture and journey towards reliability and resiliency.

Ali Alavi, PhD, PE
Condition Assessment
Education
Ph.D., Mechanical and
Aeronautical Engineering
Ph.D., Civil Engineering-
Structural Engineering
MS, Civil Engineering-
Earthquake Engineering
BS, Civil Engineering
Registration
Professional Engineer in CA,
#84361
Location
Fairfax, Virginia
Ali has 24 years of experience in structural, mechanical engineering, and infrastructures. His experience includes the analysis and design of complex structures, seismic analysis, real-world failure investigations, condition assessments, failure risk analysis, and repair of deteriorated infrastructures.

Ali assists and supports condition assessment, performance evaluation, and rehabilitation design of infrastructures for numerous major U.S. utility companies. Ali has designed hydropower plants, tunnels, and pipes using finite element analysis and his expertise includes earthquake and composite engineering.
20 years of
experience
7 years of
experience
8 years of
experience
24 years of
experience
RFP #4375 • Stantec 2022 | 12

Craig Omundsen, BE,

MIAM, CRL
Asset Management
Education
BE, Resource Engineering
Diploma in Asset Management
Registration
Certified Reliability Leader,
Association of Asset
Management Professionals
Location
Toronto, Ontario
Craig has an exceptional international track record of successfully leading Asset Management Programs; aligning asset management objectives to a community’s levels of service and their financial affordability; condition and criticality assessment process improvements; Maintenance and Reliability advisory services; providing solutions for digital transformation; developing asset life-cycle strategies; facilitating structured decision-making and infrastructure prioritization processes; and performing risk-based infrastructure renewal and investment planning to support resilient and affordable infrastructure. The value he provides is the ability to holistically view an asset management system and implement improvements to ensure full functionality – connecting silos between capital investment planning and O&M teams to minimize TOTEX spend, maximize asset management system efficiency, and collaborate with people across all walks of life to align the processes within the asset management system.

Ben Stewart, PE
Water Rate Study Lead
Education
MS, Environmental Engineering
MS, Mineral and Energy
Economics
BS, Civil Engineering
Registration
Professional Engineer in CO,
#50700
Location
Sacramento, California
Ben works as a Managing Consultant in the Financial Services group of Stantec. He has more than 12 years of experience assisting clients in developing long term financial plans, assessing affordability impacts to rate payers, and evaluating capital investment alternatives in various business case evaluations and feasibility studies. Additionally, Ben has worked with clients developing system development fees and conducting cost allocation plans and miscellaneous fees studies. His diverse background in engineering and economics provides a well-rounded understanding of utility operations and capital planning combined with economic evaluations and financial planning.

Sally Van Etten
Rate Study Analysis
Education
MBA, Business Administration
MS, Community and Regional
Planning
BA, Political Science
Location
Walnut Creek, California
Sally has researched and written over 60 economic studies for use by local government clients. Her specific past expertise includes financial modeling and documentation of development impact fees, rate studies, municipal fiscal analysis, economic studies done in conjunction with environmental impact reports, and other analyses pertaining to infrastructure funding.

She excels at public presentations and explaining study findings in a way that effectively informs decision-makers. Sally combines her public finance consulting experience and business analysis skills to help improve service provision and to help solve pending infrastructure challenges from aging facilities to changing environmental challenges.

Loriza Khan, PE
Rate Study Analysis
Education
MBA, Finance and Marketing
Specializations
BS, Civil Engineering
Registration
Engineer in Training in CA,
#168408
Location
Sacramento, California
Loriza works as a Financial Analyst in the Financial Services group of Stantec. She has 5 years of experience in engineering and consultatory services. Her background includes civil infrastructure design, feasibility research and study, financial forecasting, and project management. 21 years of
experience
18 years of
experience
12 years of
experience
5 years of
experience
RFP #4375 • Stantec 2022 | 13

Jim Loucks, PMP , CCP
Cost Estimating
Education
BS, Construction Engineering
Registration
Certified Cost Professional
#2361, Association for
the Advancement of Cost
Engineering International
Project Management
Professional #534386, Project
Management Institute
Location
Walnut Creek, California
Jim has more than 44 years of constructability, cost estimating, and project management experience in civil works and process infrastructure of water treatment plants, water conveyance pipelines, water storage facilities, and industrial process plants. As cost management practice leader for Stantec, Jim leads a group dedicated to total cost management with a systematic approach to managing cost and constructability throughout a project’s lifecycle. His tasks include systems integration, staff recruiting, workload resourcing, detailed and conceptual estimating, third party estimate reviews, client presentations, and quality control. Prior to joining Stantec, Jim held key estimating, project management and project engineering positions for Arizona and California based general engineering contractors.

Chris Mote, PE
Condition Assessment
Site/Civil Engineering
Education
MS, Civil Engineering
Registration
Professional Engineer in CA,
#87384
Location
Pasadena, California
Chris will manage the task orders related to the design and construction document preparation of the projects related to the reservoir facilities, including the site, piping, and valving improvements within the facility. He will also be a task leader on large pipeline design projects.

Chris has more than 17 year’s experience focusing on wet infrastructure utilities design and construction phase services. Chris has worked as a project engineer on numerous projects involving sanitary sewer collections systems, pump stations, domestic water distribution systems, potable water wells, recycled water distribution systems, water storage facilities, and wastewater treatment plants. His wide range of experience has given him unparalleled experience in coordination of design and planning documents.

George Tey, PE
Condition Assessment
Mechanical Engineering
Education
MS, Mechanical Engineering
Registration
Professional Engineer in CA,
#29976
Location
Pasadena, California
Chin (George) is a principal mechanical engineer with over 31 years of experience in planning, design, and construction of mechanical and process piping in water, wastewater treatment facilities, and pumping stations.

He has worked as a mechanical engineer, project engineer, and project coordinator in numerous multi-disciplinary projects with responsibilities for mechanical and piping design from conceptual preliminary design, detail design, engineering services during construction, field inspection, and start- up. For the Hydraulic Institute Standard (HI), George serves on the pump intake design (HI-9.8), pump piping design (HI-9.6.6), pumps vibrations (HI-9.6.4), pumps performance testing (HI-14.6), and pump installation, operation and maintenance (HI-14.4) committees.

Simon Lin, PE
Condition Assessment
Structural Engineering
Education
PhD, Civil/Structural Engineering
MS, Mechanical Engineering
BS, Mechanics (Aerospace)
Registration
Professional Engineer in CA
#S5911, #C73920
Location
Pasadena, California
With more than 18 years of national and international experience as a Civil/ Structural Engineer, Simon has a strong structural analysis background with hands-on structural design and project management experience.

His professional expertise includes water delivery facilities, earthquake engineering, seismic retrofit and design, and applications of advanced technologies
44 years of
experience
19 years of
experience
31 years of
experience
18 years of
experience
RFP #4375 • Stantec 2022 | 14

Bruce Wong, PE, PMP ,
ENV SP
Condition Assessment
Electrical Engineering
Education
MS, Electrical Engineering
MS, Engineering Management
Registration
Professional Engineer in CA,
#18415
Project Management
Professional, #1494856
Location
Pasadena, California
Bruce brings more than 17 years of experience in design of power and control systems for numerous process configurations, including water/ wastewater treatment plants. His design expertise includes chemical delivery/containments systems, low-, medium-, and high-voltage power generation/distribution, hydropower generation, high-voltage sub station design, and indoor/outdoor lighting design. Recently, Bruce assisted in the detailed design of two processes for a 16-MGD water recycling plant in the pacific northwest. In Southern California, Bruce has most recently worked with the City of South Pasadena and the Metropolitan Water District of Southern California.

Sanki Nadarajan, PE
Condition Assessment
Instrumentation &
Controls
Education
MBS, Electrical Engineering
Registration
Professional Engineer in CO,,
#0053254
Location
Irvine, California
Sanki brings 10 years of experience for both design and construction of electrical, instrumentation and control (E, I&C) and supervisory control and data acquisition (SCADA) systems. He has provided effective engineering solutions for water and wastewater treatment plants, oil & gas, and mining sectors using both PLC and DCS platforms in the US and internationally. He has developed smart P&ID’s, network architecture diagrams, loop diagrams and technical specifications including control philosophies, instrumentation data sheets and instrument schedules in addition to single line diagrams, control schematics, electrical plans, and electrical specifications.

Additionally, he has both Allen Bradley PLC and HMI programming, redundant SCADA server and historian data configuration experience.

Todd Wilson, GISP
GIS Analyst
Education
BA, Geography
AA, Geography
Registration
Certified Geographic
Information Systems
Professional, #00061973, GIS
Certification Institute
Location
Irvine, California
Todd has 24 years of experience as a GIS Analyst producing a wide range of thematic maps, spatial analysis, data generation, database management, implementation, and maintenance. Todd is adept in coordinating the use and development of GIS between a variety of departments and disciplines, including civil engineering, utility master plans, traffic studies, encumbrance mapping, landscape architecture, development planning, cultural resources, hydrology studies, environmental constraints, marketing opportunities, and field surveys to execute applicable analysis. Todd has managed applications from beginning to end covering all aspects of a project’s life cycle to streamline advantages and offer added value on client deliverables. 18 years of
experience
10 years of
experience
24 years of
experience
RFP #4375 • Stantec 2022 | 15

Greg Sebourn, PLS,
MASCE
Surveying
Education
AS, Survey-Mapping
Registration
Professional Land Surveyor in
CA, #8395
Location
Irvine, California
Greg has more than 22 years of professional experience in numerous aspects of land surveying and mapping. His expertise includes business development; project management; client management; and surveying, mapping, and map checking services. Greg works with public and private entity clients throughout Southern California. Some of his municipal projects included the Anaheim Stadium properties subdivision, monument preservation efforts; and design topographic, and construction surveys for pavement, sewer, and right-of-way improvement projects. In addition, Greg has extensive experience in land surveying and mapping education, and is a professor at Rio Hondo College, a guest lecturer at Santa Ana College, and serves on the Cal Poly Pomona Civil Engineering Advisory Council. Greg also serves on the Santiago Canyon College Master Technical Advisory Committee. He is a former council member and mayor of Fullerton, as well as the former Chairman of the Board of Directors for the Orange County Sanitation District, where he also served as Chairman of the Groundwater Replenishment System Steering Committee. Greg is significantly active in the land surveying professional community, having served as the California Land Surveyors Association’s (CLSA) Director and CLSA’s Orange County Chapter President. Greg serves as a Subject Matter Expert for the California Board for Professional Engineers, Land Surveyor, and Geologists.

Sam Wheeler, PE
Surveying
Education
BS, Civil Engineering
Registration
Professional Civil Engineer in
CA, #89854
Location
Irvine, California
Sam has more than 13 years of professional experience in numerous aspects of land surveying, mapping, and civil engineering. His expertise includes project management; client management; and surveying, mapping, and civil engineering services. Sam works with public and private entity clients throughout Southern California. Some of his municipal projects included the Irvine Civil Center Charging Stations, Chino Street Improvements, Orange Public Works Yard, OC Great Park Concessions, which include monument preservation efforts; and design topographic, and construction surveys for pavement, sewer, water, and right-of-way improvement projects. His experience working in the City of Fullerton includes lot line adjustments, AL TA surveys, and topographic surveys. He is also a former member of the Citizen’s Infrastructure Review Committee in the City of Fullerton.
13 years of
experience
22 years of
experience
RFP #4375 • Stantec 2022 | 16
Key Personnel Resumes
Stantec will support the City with our most experienced local and national staff who have worked together on many similar projects, to deliver every opportunity for success. We have provided full resumes for each of our key team members on the following pages.

Jeff has more than 28 years of experience in
working with public agencies throughout Southern
California. He has completed over 25 planning
studies including hydraulic analyses of domestic
water, reclaimed water, and sewer collection
system facilities.

EDUCATION
BS, Civil Engineering, California Polytechnic University, Pomona

REGISTRATIONS
Professional Engineer #58455, California

PROJECT EXPERIENCE
Water Master Plan | City of Manhattan Beach |
Manhattan Beach, CA | Project Manager
Jeff managed the water master plan update, which
included near and long-term water supply demands,
delivery of adequate flows and pressures for peak
demands and fire protection, redundancy for service
reliability with diversified water supply sources, and
highest efficiency and lowest cost of operation.

The master plan included hydrant flow testing and
calibration of the City of Manhattan Beach’s hydraulic
model in InfoWater.

Water System Master Plan | City of Orange | Orange,
CA | Project Manager
Jeff is managing the water master plan to update
current hydraulic model which included calibrating the
model with hydrant flow testing program, analyzing
water demand and supply projections, evaluating
optimization of supply facility operation, and providing a phased priority-based CIP with cost estimates. Water
quality issues were addressed including water age
analyses, identifying any deficiencies, and improving
water circulation and redundancy within the system.

Potable Water, Sewer, and Recycled Water Sub-Area
Master Plans (SAMP) | Irvine Ranch Water District
(IRWD) | Various Cities, CA | Project Manager
Since the mid-1990s, Jeff has prepared SAMPs for
IRWD’s potable water, sewer, non-potable water, and
telemetry systems. To complete the SAMPs, Jeff
performed local and regional hydraulic modeling with
extended period simulations, phasing studies, and
regional storage analyses. Recently, a SAMP update
was performed for the Portola Springs service area for
flow monitoring and calibration of the sewer model.

Jeff Dunn, PE
Project Manager
Water Resources Master Plan Update (WRMP) | IRWD |
Irvine, CA | Project Manager
Jeff prepared an update of the water supply, demands,
and storage chapters of IRWD’s 2017 WRMP . The
WRMP Update revised water demand projections to be
consistent with the recent water conservation measures
with updated demand factors for each land use. The
water supply chapter was revised to include their recent recycled water expansion projects.

Water Master Plan Update | City of Anaheim | Anaheim,
CA | Water System Planning Lead
Jeff led the water system planning efforts for the
City’s water master plan update. The WMP focused on
updating water demands and use factors, calibrating
the existing distribution model, and preparing an
asset management program. Jeff analyzed scenarios
addressing supply variability between groundwater and
imported between the east and west service areas,
including impacts to PFAS issues. The goal was to
develop an updated plan for capital planning through
2040 planning horizon.

Water System Master Plan | La Habra, CA | Associate
Engineer
Jeff conducted the hydraulic analyses and report
preparation for the Water System Master Plan using
H2ONET modeling software. The entire existing
distribution system was modeled resulting in a network
analysis of 550 pipes, including 50 PRV stations, 13
pumps, and three reservoir tanks. The model was
calibrated to field-testing data.

Water System Master Plan | Costa Mesa, CA | Associate
Engineer
Jeff led the hydraulic analyses and report preparation
for the Water System Master Plan. The entire existing
distribution system was modeled resulting in a network
analysis of approximately 700 pipes, including six
FCV stations, two pump stations, nine wells, and two
reservoir tanks. The model was calibrated to field-testing data.
28 years of experience
RFP #4375 • Stantec 2022 | 17
* Denotes projects completed with other firms
Jim has more than 44 years of experience
specializing in California water resources supply
and development. His technical experience includes
program/project management and engineering
specializing in planning, design, and construction of
water, wastewater, and reclamation infrastructure.

Jim is skilled at master planning, ground and surface
water treatment, transmission and storage, and
pipeline design. He has also provided expert witness
services for water system planning, modeling, and
design.

EDUCATION
MS, Civil Engineering, California State University at Long Beach, Long Beach, CA
BS, Civil Engineering, State University of New York at
Buffalo, Buffalo, NY
AA, Liberal Arts, Niagara Community College, Niagara
Falls, NY

REGISTRATIONS
Professional Engineer #C31518, California and
#CE014350, Nevada

PROJECT EXPERIENCE
2018 Sewer and Water Master Plan | East Valley Water
District | Highlands, CA | Project Manager
Stantec evaluated potential changes in the District’s
potable supply from groundwater to surface water over
future planning horizons. The two updated master plans
address condition assessment of facilities, model update and calibration, system evaluations, and development of a comprehensive Capital Improvement Program.
2019 Sewer Master Plan Update | San Bernardino
Municipal Water District | San Bernardino, CA | Project Manager
Jim provided overall project review for this $1.5 million effort to guide sewer collection system modernization.

This project included a condition assessment of siphons, manholes, lift stations, and catch basins.

Jim Cathcart, PE
Technical Advisor
Sub-Area Master Plan* | Irvine Ranch Water District |
Irvine, CA | Principal-in-Charge
Jim oversaw preparation of a report involving planning
for residential and golf course development, including
new water, sewer and reclaimed water distribution,
collection, pumping and storage facilities. The facility plan included a hydraulic model using H2ONET for
analyzing recycled/ domestic water systems. Work
included a spreadsheet model to determine land use-
based sewer flows.

City of Anaheim Water Master Plan Update | City of
Anaheim, CA | Project Manager
The Stantec team worked with the City of Anaheim to
provide a roadmap for long-term capital improvements
and water resources planning. The objectives for the
Water Master Plan Update (WMPU) were to address
the city ‘s ability to provide a reliable water supply to Anaheim’s customers.

Water Systems Study* | Metropolitan Water District
of Southern California | Los Angeles, CA | Project
Manager
Jim managed this study of small water systems along
the Colorado Aqueduct. Study recommendations for
pilot testing membrane filter systems were conducted
and the filter systems were installed at District plants.

Recycled Water to Port of Long Beach via Harbor Area
Infrastructure Feasibility Study | Long Beach Water
Department | Long Beach, CA | Project Manager
This study evaluates the connection to LADWP’s
recycled water system including current and future
customer demands, size of existing pipes and potential
alignments for future connections to West Long Beach
and Port of Long Beach. The study includes analysis
potential customer demands, including peak factors
and diurnal use patterns, hydraulic modeling of the
existing and future systems, improvement routing
analysis and establishment of project design criteria.
44 years of experience
RFP #4375 • Stantec 2022 | 18
Adelina has more than 18 years of experience in
water resources planning, with majority experience
in water/wastewater master planning. Adelina has
led various master planning efforts, completing
tasks on time and budget. She has taken the lead in
the coordination of multiple tasks with colleagues,
subconsultants, and clients nationwide. In addition,
Adelina is skilled in hydraulic modeling and
environmental data management, including data
collection, input, quality assurance/quality control,
verification, validation, and analysis. Her expertise
includes applying geographic information systems
(GIS) technologies and hydraulic modeling for
potable/non-potable systems.

EDUCATION
BS, University of California, Irvine, CA

REGISTRATIONS
Professional Engineer #73785, California

PROJECT EXPERIENCE
On-Call Facilities Planning | Eastern Municipal Water
District | Perris, CA | Project Manager/Planning Lead
Adelina is leading and managing a study that evaluates
re-zoning of EMWD’s water system, Zone 1650. The
evaluation will include updating the current hydraulic
model for the service area, model validation of services pressures in the 1650 Zone, and an analysis of potential alternative solutions.

On-Call Hydraulic Modeling and Design Conditions
Review | Eastern Municipal Water District | Perris, CA | Project Manager/Planning Lead
Adelina is serving as the project manager and the
reviewer for the on-call which includes the following
services: review and provide corrections of design
reports/conditions services in conformance with EMWD’s
standards, be the contact source for the Developer’s
Engineer, responding to all inquiries related to reviews of design reports/conditions, hydraulic modeling, and fire flow testing.

Water System Master Plan | City of Orange | Orange, CA | Project Manager
Adelina provided planning and modeling support for the
water master plan to update the current hydraulic model which included calibrating the model with hydrant flow
testing program, analyzing water demand and supply
Adelina Pirijanyan, PE
Planning Lead
projections, evaluating optimization of supply facility operation, and providing a phased priority-based
CIP with cost estimates. Water quality issues were
addressed including water age analyses, identifying
any deficiencies, and improving water circulation and
redundancy within the system.
2020 Water Master Plan | City of Manhattan Beach |
Manhattan Beach, CA | Planning Lead
Adelina led the water master plan update, which
included near and long- term water supply demands,
delivery of adequate flows and pressures for peak
demands and fire protection, redundancy for service
reliability with diversified water supply sources, and
highest efficiency and lowest cost of operation.

The master plan included hydrant flow testing and
calibration of the City of Manhattan Beach’s hydraulic
model in InfoWater.

Hydraulic Model Construction | City of Anaheim |
Anaheim, CA | Project Modeler
Adelina converted the City’s GIS network of water
lines into a working hydraulic model using MWHSoft
H20Net and InfoWATER Software. The hydraulic model
contained over 30,000 pipes and 17 different pressure
zones. The system is fed mostly through wells on the
western portion of the district. The eastern portion
contains Anaheim Hills with pump stations and tanks
that feed the system.
2015 Wastewater Collection System Master Plan* |
Eastern Municipal Water District | Perris, California | Project Engineer/Modeler
Adelina led the model evaluation and master plan
report development for the master plan update. She is
also working with the GIS team in the development and
integration of tools for EMWD (District). The District has five sewer service areas: Moreno Valley, Perris Valley, Sun City, San Jacinto Valley, and Temecula Valley. They provide wastewater collection and treatment services
to approximately 555 square miles, owning and
operating over 1,700 miles of sewer pipe, 51 active lift stations, and five regional water reclamation facilities. 18 years of experience
* Denotes projects completed with other firms
RFP #4375 • Stantec 2022 | 19
Laith is a results oriented professional engineer,
with over 20 years of experience in working
across various industries. He is a champion of
working collaboratively on inter-professional
teams to achieve common goals. He works
with organizations--at any stage of their asset
management journey--to implement asset
management principles and practices that fit their
culture and align with their maturity and growth
strategies to achieve sustainability, reliability, and
resiliency.

EDUCATION
PhD, Civil Engineering, University of Alabama
MS, Operations Management, Enterprise Integration
(Management Information Systems), University of
Alabama
MS, Environmental Engineering, University of Alabama
BS, Civil Engineering, University of Jordan, Amman,
Jordan

REGISTRATIONS
Professional Engineer #76732, Ohio
Certified Reliability Leader (CRL) #150570, Association of Asset Management Professionals

PROJECT EXPERIENCE
Water Master Plan Update, | Anaheim, CA | Asset
Management Lead
Expanded on the City’s asset management program
as part of the master plan update. This update was
to reflect the improvements and changes made to
Anaheim’s water infrastructure and to serve as a
roadmap for Anaheim’s long-term capital improvement
program and water resource planning by addressing
its’ future demands, long term reliability goals, and
aging infrastructure. InfoMaster software is utilized
to complete a risk-based prioritization for pipeline-
improvements.

City of Forth Worth Asset Management | Fort Worth, TX
| Project Manager
As legacy project from an acquired firm, it was behind
schedule and over budget. The project’s scope was
to conduct a sanitary sewer evaluation system
(SSES) for more than 800,000 feet of conveyance
Laith Alfaqih, PhD, PE,

CRL, MIAM
Asset Management Lead
system infrastructure. Reviewed available material and
developed an execution plan to complete the project
with a minimal financial impact while meeting client’s
expectations. Led the team to set up assessment
methodologies, databases, reporting techniques, cost
estimates, and quality assurances/quality control (QA/
QC) for the assessment. Compiled and presented the
information and results to the client with success.

Capital Program Management and Program Controls
Management and Implementation | Cincinnati, Ohio |
Capital Improvement Planning and Asset Management
Lead
This is a $6.5 million annually for 6-year program. The CIP and asset management task is $1 million/ year.

Laith is tasked with developing, communicating, and
implementing an integrated approach to define and
allocate $130 million Annual CIP for Asset Management
(AM) and Consent Decree projects. He collaborates with
the AM and Watershed Planning supervising engineer on
improving processes and developing and implementing
the Asset Management Strategy as part of the Asset
Management Plan for watershed and facilities planning.

He assists MSD employees from various divisions on
documenting, reviewing, and updating the workflow
processes. Develops and documents the decision-
making process to identify and prioritize capital and
operational projects at service, watershed, and basin
levels to establish the Program Annual CIP .

Asset Management and Reliability Centered Design
Implementation, Capital Regional District (CRD) |
Victoria, British Columbia | Asset Management Lead
Laith developed an Asset Componentization Guide and
implemented the processes on the new facilities that
CRD has acquired. This guide will be utilized on future assets across CRD. He also developed and implemented
an asset cost replacement methodology for new
and existing assets to help with long-term capital
reserve planning. Laith assisted CRD in discussions
and implementation of Reliability Centered Design/
Maintenance principles at the new wastewater treatment
plants and pump stations and conducted criticality
analysis workshops on the new facilities.
.
20 years of experience
RFP #4375 • Stantec 2022 | 20RFP #4375 • Stantec 2022 | 20 Ben works as a Managing Consultant in the
Financial Services group of Stantec. Ben
has over ten years of experience assisting
clients in developing long term financial plans,
assessing affordability impacts to rate payers,
and evaluating capital investment alternatives
in various business case evaluations and
feasibility studies. Additionally, Ben has worked
with clients developing system development
fees, and conducting cost allocation plans
and miscellaneous fees studies. Ben’s diverse
background in engineering and economics
provides a well-rounded understanding of utility
operations and capital planning combined with
economic evaluations and financial planning.

EDUCATION
MS, Environmental Engineering, University of Nebraska,
BS, Civil Engineering, University of Nebraska

REGISTRATIONS
Professional Engineer #50700, Colorado

PROJECT EXPERIENCE
City of Fullerton | Fullerton, CA | Senior Consultant
Managing Consultant responsible for development of
a comprehensive financial plan, cost-of-service (COS),
and rate design study, including extensive engagement
with a Water Rate Study Ad Hoc Committee, made up of
City citizen representatives. This engagement with the
Ad Hoc Committee consisted of eight meetings over
10 months to evaluate alternative financial scenarios
and capital improvement plans. This process promoted
buy-in from the community with citizen representatives, while meeting the financial and management goals of
the City’s public works department. This process proved vital in providing continuity and citizen leadership
as the City experienced turnover at the director and
management levels during the course of the Study.

This project was focused on addressing the City’s
extensive needs for reinvestment in their buried
infrastructure. The analysis aided in simplifying
the City’s existing rate structure to minimize future
headaches in billing and customer management.

Development of the 10-year financial forecast focused
Ben Stewart, PE
Project Manager
on ensuring the ability to evaluate capital planning
scenarios, flexing key variables including annual
buried pipe replacement, operating and capital reserve
development, and a combination of capital financing
alternatives. The COS and rate design process enabled
the City to eliminate unnecessary or redundant customer classes while ensuring an equitable allocation of
costs among customers with differing consumption
characteristics.

City of San Diego Storm Water Funding Strategy | San
Diego, CA | Project Manager
Ben was responsible for project management,
research and analysis as Stantec’s team, with Tetra
Tech stormwater engineers, developed a Stormwater
Infrastructure Needs Assessment and Funding Strategy
for the City of San Diego. This work consisted of
developing a historical funding gap analysis, funding
options evaluation, and stormwater funding roadmap
to help the City meet its stormwater infrastructure
investment needs. Funding options were primarily
composed of enhancing internal revenue sources (fees,
transfers, parking citations), developing new internal
revenue sources (new fees, new assessments, special
taxes), and potential grants and loans.

City of Whittier Water and Sewer Rate Study | Whittier, CA | Managing Consultant
Managing Consultant overseeing modeling and
spearheading sewer portion of the rate study. Worked
with the City to develop a politically viable schedule
of rate adjustments, in addition to structural changes
to the way the City charges customers, ensuring the
City can meet ongoing capital investment needs and
introducing a fixed charge component to the City’s
sewer rate revenue stream. Additional analyses were
required to develop a defensible justification for the
City’s maximum bill level for residential customers, in addition to determining the appropriate level of credit to be applied to customers living in private developments
with privately maintained sewer infrastructure.

The FAMS financial model was licensed to the City
after conducting model training and developing a
comprehensive user manual for the City’s future
updates.
12 years of experience
RFP #4375 • Stantec 2022 | 21

RFP #4375 • Stantec 2022 | 22
Staff Location Role Current Assignment +
Level of Commitment Availability Years with
Firm
Jeff Dunn, PE Irvine, California Project Manager EMWD On-Call Services 20%, PA 51 Sub Area
Master Plan Addendum
20%, LBWD Recycled Water
Feasibility Study 10%
50% 22 years
James Cathcart, PE Irvine, California Technical Lead World Logistic Center 30%, OCWD Wells, 30%, LBWD
Recycled Water Feasibility
Study 15%
25% 4 years
Adelina Pirijanyan, PE Pasadena,
California
Planning Lead World Logistic Center
20%, MWD AWT Recycled
Water Planning Study, 10%,
EMWD On-Call Services
10%
60% 9 years
Laith Alfaqih, PhD, PE, CRL,
MIAM
Cincinnati, Ohio Asset
Management
Lead
40% 5 years
Ben Stewart, PE Sacramento,
California
Rate Study
Analysis
Needles Ratemaking Study
20%, San Diego Ind Rate
Review, 20%
60% 6 years
The table below identifies our key personnel information and their availability for this contract.

Key personnel will be available to the extent of the proposed duration of the contract, and no key personnel will be removed or replaced without the prior written concurrence of the City.

Section 4
Detailed Work Plan
and Implementation
Section 4
Detailed Work Plan
and Implementation
4—Required Proposal Content

1. Describe the proposed approach and work plan for completing the services specified in the Scope of Services. The description of the proposed approach shall discuss the services in sufficient detail to demonstrate the Proposer’s ability to accomplish the City’s objectives.

12. 1. Describe the timeline/schedule for the work plan for completing the services specified in the Scope of Services including the amount of time and involvement of key personnel.

13. 1. Identify the team to be assigned for these services and qualifications of specific individuals who will work on the project, including resumes.

14. 1. Describe the approach to managing resources, including a description of the role(s) of any sub-consultants, if applicable, their specific responsibilities, and how their work will be supervised. Identify the methods that Proposer will use to ensure quality, budget, and schedule control.

15. RFP #4375 • Stantec 2022 | 23 The City of Fullerton (City) is pursuing to update its
1997 Water Master Plan and 2019 Water Rate Study,
as well as expand its Asset Management Program.

The completion of these efforts will provide the City
with a comprehensive CIP , including a realistic
implementation plan, which will provide a long-term
road map for successful management of City’s water
resources.

Increase Local Water Supply
The City meets all of its demand with a combination
of imported water from seven MWD imported water
connections and local groundwater. Per City’s 2020
UWMP , by 2045, the City has plans to significantly
increase its reliability on groundwater as shown in the figure below. Although the City service area is almost
built out, the City expects a population growth of 1.4% by 2045, with a 15% increase in water demand from
2019-2020.

Understanding

DETAILED WORK PLAN
AND IMPLEMENTATION4
City of Fullerton Water Supply and Demand
Develop Reliable and Resilient Infrastructure
The City’s water delivery system to its customers
consists of 15 reservoirs with a capacity of 67.5
million gallons (MG), 12 booster pumping stations, 9
groundwater wells, with one additional well under
construction, 424 miles of water mains, and
approximately 32,000 service connections spread
across 4 pressure zones with 12 sub-zones. The
majority of the booster stations, reservoirs, and wells were constructed prior to 1960. The piping network
contains pipes that are older than 80 years and
consists of 100 water main breaks per year.

Approach
We understand the City’s primary objectives are to 1)
increase local water supply and improve water quality
to continue to provide reliable water supply, and 2)
improve the water infrastructure to achieve optimum
reliability and resiliency, meeting regulatory
requirements. To meet these objectives, we have
tailored our approach to provide the City with the
following:
A fully calibrated hydraulic model, providing a
reliable planning tool to evaluate the City’s water
distribution system performance and water age
analysis, as well as performing analyses for
water supply and fire flow capacity storage
Water Supply and Demand Analysis to support
the City with the goal on increasing local water
supply portfolio
Asset Management and Rehab and Replacement
Program, providing life expectancy assessment
of the City’s water storage, pumping, and
conveyance infrastructure
Comprehensive CIP Implementation strategy,
providing prioritized projects considering
improvements driven by capacity deficiencies
and level of risk based on the condition of
facility. This will include project description, cost,
initiation triggers, and anticipated construction
timelines
Updated Rate Study, providing the cost of water
service and future rate adjustments to finance
the CIP .

Capital
Improvement
Strategy
RFP #4375 • Stantec 2022 | 24
Comprehensive CIP Strategy that meets the City’s Objectives Reliability:

We will evaluate the system’s ability to
continue operation without interruption under
various demand and supply conditions.

Redundancy
• Backup systems, such as emergency power
generators, adequate number of pumps to provide
standby operation, additional supply and pressure
reducing stations as needed, in addition to pipeline
looping for a secondary source of water to each
individual neighborhood will be analyzed. Criteria
will be established and reviewed with the City.

Rehabilitation and Replacement Program
• We will conduct a risk-based approach to the development of a rehabilitation and replacement program that prioritizes infrastructure with the highest risk that incorporate results from hydraulic modeling, asset management, and condition assessment tools.

System Resiliency
• Our analyses will include supply operations during drought conditions to meet projected demands in addition to various outage scenarios of key infrastructure and supplies. Workshops will be conducted to determine specific scenarios that may be most appropriate for the City, such as wells out of service or imported water connections, or key transmission mains.

Performance:

Performance criteria will be established and
reviewed with the City which focus on the
level of service desired by the City for the
water system while maximizing the useful of
the infrastructure.

Fire Protection
• Fire flow analyses will be conducted based on the
requirements for the land uses served by the fire
hydrants with consideration for multiple hydrants
available for large fire flow requirements based on
the Fire Code which may extend pipeline service
life as well as consideration for multiple fire flow
within large pressure zones.

Water Quality
• Using the average day demands and diurnal curve from the SCADA supply and pumping facilities, we propose to conduct a water age baseline analysis. This will help identify dead spots in the distribution system and where long residence time may exist impacting water quality to the customers.
• Our team is able to review water quality data in conjunction with the water age analysis to review supply versus pressure zone/service area conditions. • As part of OCWD’s PFAS response program and being at the forefront of PFAS and other water quality issues for agencies supplied from OCWD’s groundwater basins, we will leverage our knowledge and experience when evaluating the City’s wells and in developing successful strategies for mitigating concerns and planning for the future water quality service.

Serviceability
• As we have done for the City of Anaheim, City of Orange, and Eastern Municipal Water District for their systems, our approach includes the existing hydraulic grade lines (HGL) of each of the pressure zones and sub-zones considering the overall layout of the existing distribution system, supplies, land uses, and ground elevations. This will enable a determination of the adequacy of the service pressures and any zone realignments that may be recommended.

Sustainability:

Our evaluations will consider the City’s
ability to meet demand and provide a high
level of service to its customers well into the
future while considering the affordability of to
maintain and operate their system.

Efficient Operations
• Since the City operates several pressures zones
with supply pumped from lower pressure zones to
meet demand and re-fill storage volumes, we will
investigate system operational efficiencies to
minimize energy usage. For example, minimizing
the flow back to a lower zone after pumped to a
higher zone can result in electrical costs savings.

Additionally, as we’ve done with the City of
Manhattan Beach and Orange, a review of current
operation and maintenance programs, plus pump
station and pressure reducing valve control
settings, can result in efficiency recommendations.

Living Asset Management Program
• Completion of this project is to be set up so that it will not be the end of the asset management program. During routine maintenance or repair, a program should be implemented for crews to collect/confirm a pipe’s global positioning system (GPS) location, depth, material, diameter, failure mode, surrounding soil type, and presence of roots, for example. Maintaining and cataloging data will enable the asset management program to be continually updated with updated prioritizations as needed.

Renewable Energy
• Where feasible, other energy sources for the water infrastructure buildings and motorized valves will be considered, such as solar panels on pump station buildings.

Our approach focuses on a Comprehensive CIP Strategy, to meet the City’s objectives of achieving a reliable, sustainable and high performance infrastructure.

RFP #4375 • Stantec 2022 | 25
Reliable Planning Tool
The City has several capital improvements ongoing,
including several pipeline replacement projects based
on the recommendations from the recent Rate Study
due to the aging condition of the water infrastructure
in an effort to reduce the water breaks each year. As
the City progresses through implementation of the
CIP , the City will benefit from a Water Master Plan,
Asset Management Plan, and hydraulic model that
will allow for flexibility to update the Repair and
Replacement Program with changing conditions. The
On-Call services task associated with this project will enable a kickstart to this becoming a living planning
tool. Our experience has demonstrated an
appropriately setup hydraulic model with organized
scenarios and datasets establishes the foundation for
this type of updates. The asset management tool
coupled with appropriate operational and
maintenance programs for the right type of data
collection during construction as repairs and
improvements are constructed provide basis for the
ability annually update the prioritizations and risks
associated with the distribution system.

Model Accuracy
The process for creating the new hydraulic
model (using InfoWater Pro) to reflect the
current physical and operational conditions
provided by the City.
The procedure and methodology used to
calibrate and verify the new hydraulic model
using SCADA data and fire flow field data.
City’s existing hydraulic model (InfoWater)
and recommend an efficient approach for
incorporating the existing model data into the
new InfoWater Pro.

For proper system evaluation of supply reliability,
system optimization, and water age analyses to be
conducted, an accurate hydraulic model calibration
will be required to represent system field conditions.

The goal for model calibration results will be within
10% between the model and field measured results.

Our approach will be to calibrate the model for both
pressure and flow conditions. A pressure-based
calibration will be conducted using steady-state
simulations to validate the model against field data
from various hydrant flow tests throughout the
system that stresses it enough to provide adequate
hydraulic results for the model, Number of test
locations will be coordinated with the City staff
through a workshop and Stantec will prepare a flow
testing plan.

Our subconsultant, SoCal Flow Testing, will perform
hydrant flow tests and Stantec will provide field
coordination. We are proposing Fire Flow Testing to
be done in July, to capture true max day demands in
the system. This is typical industry practice, as high
water demand is observed during summer months.

Note that this pushes out our schedule about six
months out. If this schedule does not meet City’s
goals, we will discuss other options with the City.

For each of the flow test locations, it is recommended
to flow the hydrant with specific pump station and
supplies off to stress the system. Coordination with
operations staff will be required for which facilities
will be closed at one time. Flow calibration will be
performed using SCADA information with an extended
period simulation (EPS) maximum day demand
conditions model calibration scenario. A system
operating controls workshop will be conducted prior
to EPS model calibration. We will meet with
operations staff to review/obtain facility control data including pressure regulating valve set points, pump
station start/stop set points, flow control valve
settings, tank level controls, and other operations
pertaining to EPS calibration.

Dependable Water Demand and Supply
Analysis
Stantec recognizes water demand trends change over
time based on a variety of factors including
population, current demand management measures
implemented, high efficiency fixtures, economical,
and climate changes. As water suppliers project
future water demands, factors applied to water
demands need to be adaptable to the ever- changing
environment. Recent studies have evaluated demand
projections of urban water suppliers and determined
water suppliers were overestimating demands
.1

Overestimations were due to a variety of factors such
as inaccurate population projections and successful
water conservation efforts. As shown in the figure
below, demands in the lower range consider high
conservation efforts and low population growth.

Demands in the high range assume low conservation
efforts and high population growth. This range in
demands will paint a better picture of future water
needs for the City and allow for trigger-based supply
planning.

RFP #4375 • Stantec 2022 | 26
1 An Assessment of Urban Water Demand Forecasts in California; Abraham, Sonali; Diringer, Sarah; and Cooley, Heather; https://pacinst.org/wp-content/uploads/2020/08/Pacific-Institute-Assessment- Urban-Water-Demand-Forecasts-in-CA- Aug-2020.pdf;August 2020.

For your master plan to be a useful planning tool,
accurate estimation of demand projections plays an
important role. Projecting for future conditions will
require additional considerations, use of appropriate
forecasting methods, water conservation, and
changing use patterns considerations. In our
approach, we will develop factors and demand
projections that are consistent with the City’s current Urban Water Management Plan, as well as various
forecasting methods. We will consider three
forecasting methods, such as population, land use
factors, and a linear regression analysis based on
historical data.

Population forecasting will be based on two different
methods. We propose a water demand projection
methodology which accounts for these variables and
result in a range of demands to be used during
planning scenarios.

GIS Parcel Base to Storage Zone Analysis Approach
RFP #4375 • Stantec 2022 | 27
The severity index puts the recommendations in order,
so it is quite clear which are the highest priority
recommendations. This process will help to focus the
entire utility on those deficiencies that represent the greatest risk with the result that less time and money
is spent correcting items that have a low risk, allowing these savings to be used to reduce the higher risks.

Prioritization Tool
Stantec will develop the prioritization tool within
Stantec’s GIS for prioritizing the City’s pipeline
replacement program. The prioritization tool will be
easily to update and used to conduct various pipeline
prioritization scenarios. It will allow for easy import of the LoF identified by VODA.ai software and will be
able to be utilized by City staff to conduct data-driven, risk-based analyses in the future. The reason our
team have chosen not to utilize VODA.ai is due to
limitations for the analysis of asset-criticality through assessing the assets’ consequence of failure. Our
asset management professionals understand the
importance of delivering best practice solutions. The
In this interest, the prioritization tool will utilize a decision-support approach that incorporates the most
effective aspects of Multi-Criteria Decision Analysis
and Cost-Benefit Analysis (value for money).

Risk Based Project Prioritization Framework
Asset Management (AM) and hydraulic modeling
inform one another about the system and its integrity.

Hydraulic modeling provides data to the AM about the
water system, critical assets, types of assets, their
location, etc. On the other hand, AM provides
feedback to hydraulic modeling about the condition of
the assets and the activities and field investigation
data.

Given the different age of the pipes, pipe materials,
external and internal stresses, limited pipe condition
information, and budget limitations, determining
“which pipes to replace when” is a challenge faced by
most utilities. This project will help realize the City’s goals of a comprehensive, best-practice asset
management implementation strategy that builds on
all of the things that the City is doing well and
enhances those priority areas in need of
improvement. This will truly be a collaborative effort, and the result will be a deliverable that your staff will own and operate with minimal support from outside
consulting staff.

For progressive utilities “risk” is the most important
concept of asset management. By quantifying and
assessing the risks posed by the failure or inability of its assets to meet their overall levels of service, the City can identify operating and maintenance
procedures, as well as identifying and prioritizing
capital rehabilitation and replacement projects to
mitigate the risks. Risk-based prioritization framework assists decision makers in achieving a reliable
management strategy for the system to maintain the
level of service. This prioritization is based on a
typical risk equation (risk = probability or likelihood × consequences) to arrive at a severity index which
serves to rank the asset relative to the other assets.

This is usually conducted in a workshop format,
where participants assess the likelihood of failure of
the asset within a certain time‐frame. The
consequence of this failure is also assessed, from an
environmental, safety and economics standpoint.

Since different participants are from across the utility, especially, engineering, operations, maintenance,
planning, etc. there is very little disagreement about
the priority of the recommendation.

RFP #4375 • Stantec 2022 | 28
We have additionally suggested several optional
subtasks including a survey of water rates of
surrounding communities and an expanded Public
Outreach process by our proposed subconsultant, CV
Strategies. CV Strategies has provided a menu of
items including, but not limited to, design and
preparation of mandatory Proposition 218 rate
notifications and assistance with Public Outreach
meetings.

Successful Project Management Methods
Our systematic approach to managing projects is the
Project Management Framework
(Framework)—aligned with the Project Management
Institute’s Project Management Body of Knowledge
and used continuously throughout Stantec’s projects
successfully.

It provides a structure that incorporates work efforts, schedule, financial controls, quality assurance/control (QA/QC), and ultimate project delivery. Project
manager Jeff Dunn will perform project management
activities using Framework. Jeff has expertise in
managing and developing water master
plans for local cities and public agencies,
including recent Water Master Plan Updates for
the Cities of Orange and Anaheim.

Efficient Quality Assurance/Control (QA/QC)
Program
The high quality of our team’s work depends on the
competence and capabilities of individual staff
members and blending of their talents to meet
specific project requirements. Stantec has proposed a
talented team to deliver your planning documents and
values the necessity for a sound technical approach
to delivering final work products. We have made a
significant investment in our overall quality
management process to achieve our goals for client
service.

Adherence to Stantec’s quality management
procedures is an integral and inseparable part of our
basic project management activities. Our practice
places great emphasis on prevention (QA), while
maintaining checks and balances for inspection (QC).

We will perform quality control reviews for accuracy,
conformance, and integrity of the work products. Our
Technical Lead James Cathcart brings extensive,
recent experience to overall QA/QC, with big picture
insight from dozens of master plans, hydraulic
models, pipeline designs, and facility plan, ranging
from local developments to complex City and regional
systems.

Our asset management professionals will work with
our digital specialists to develop the Python Toolbox
that will run within Arc GIS Pro. The final product will allow for both spatial analysis and data input through
a user-friendly graphical user interface.

The prioritization tool will empower City staff to
optimize pipeline replacement through an
understanding of pipeline risk to the City, the
replacement costs, and value over time for each
pipeline. The final product will calculate optimal
intervention dates with a value-based decision-support
framework utilizing industry-proven models to allow
the City to create the best strategy while accounting
for business constraints.

Feasible Rate Study
We understand the City’s objectives to prepare multi-
year financial plans (5-year and 10 year), to update its water rates with a cost-of-service analysis that reflects appropriate allocations of cost components by
customer class in accordance with nationally
recognized best practices, while complying, to the
best of our abilities, with known requirements specific to California’s Proposition 218. This study will also
provide an opportunity to analyze and present
alternative rate structures to City staff and the Ad Hoc Committee, and to recommend potential rate structure
changes, if indicated.

From our experience with the City’s prior rate study, we are keenly aware of the importance of CIP decisions
and the resulting rate impacts of those decisions.

These projects may include, but will not be limited to, the continuation of the progress made by the City
towards ramping up pipeline repair and replacement
projects. We understand this ramp-up is consistent
with goals established and decisions made during the
last rate study, and we commend the City’s follow
through to reach those goals, and to document the
pipeline replacement progress and financial
performance in annual reports, as requested by City
Council during the last study. We are also aware of
additional CIP recommendations from the 2019 Rate
Study, including continued water main replacement
and potential PFAS mitigation projects, which will be
analyzed as part of the result of the WMP analysis and
which may require further costly investments.

Although the water rate study is scheduled to begin
after completion of the WMP, due to our familiarity with the existing model and given the importance of the CIP
project selection and timing, we suggest that we
update the model and prepare the Revenue Sufficiency
Analysis ahead of the rest of the rate study tasks. This will allow the model to be used to determine the
relative rate impacts as various CIP alternatives are
considered as part of the WMP analysis.

RFP #4375 • Stantec 2022 | 29
Work Plan
We have prepared the Work Plan below to complete the Scope of Work defined in our Proposal. The RFP included multiple TM submittals in the Scope of Work. We have incorporated the TMs from the RFP into proposed Master Plan chapters and are proposing three TM submittals. Task 5 provides a table that explains the incorporation of the RFP TMS into chapters. This Work Plan will be adjusted as the project progressed and we receive input from the City.

RFP #4375 • Stantec 2022 | 30
Task 1.0 - Project Management
and Meetings
Stantec’s Project Manager, Jeff Dunn, PE will be the
single point of contact for overall communications
and project coordination with the City, our team leads
and subconsultants. Jeff will not be replaced in this
role without written approval by the City.

The following Project Management scope of services
apply for the entire scope of services for this project, inclusive of Tasks 2.0 through 6.0.

Task 1.1 - Project Schedule and Status Reports
Task 1.1.1
Stantec will provide a Project Schedule, organized by
task, with milestone of deliverables clearly identified.

The schedule will be updated and reviewed the City
during the monthly progress meetings.

Task 1.1.2
Stantec will submit a project status report to the City accompanied with the monthly invoice to provide an
accurate accounting of work performed, work
progress, and budget status. The monthly invoice will
include the budget summary spreadsheet that
provides a Task-by-Task breakdown of project billing.

Task 1.2 - Project Meetings
Stantec will prepare all agenda and material, attend,
and prepare meeting notes for the meetings/
workshops listed in Task 1.2.1.

Scope of Work
Task 1
Kickoff Meeting (1 meeting, 2 hours)
Monthly Progress Meetings with staff
(2 hours each). The progress meeting may be
conducted virtually.

Task 2
Workshop meetings with the City’s Engineering and
Operations staff (4 hours each)
Three workshops for model development (Task 2.5.)
One workshop for water system evaluation (Task

2..6)
Three session of training on Hydraulic Model (Task

2.5.8)
Task 3
Three workshops for asset management
Task 4
Two workshops for CIP
Workshop meetings with the City’s AD Hoc Committee
(2 hours each)
Two workshops for Water Master Plan
Eight workshops for Water Rate Study
City Council meetings (3 meetings at 4 hours each)
Three interactive work sessions with City staff
Preliminary Recommendations Meeting with City
Council
Final Recommendations Meeting with City Council
Prop 218 Public Hearing with City Council
Task 1.2.1 - Project Meetings
RFP #4375 • Stantec 2022 | 31
Task 2.0 - Water System Analysis
and Evaluation
The proposed work plan and approach for Task 2 will
address the data collection, description of the existing water system, water quality, water demand
projections, hydraulic model and calibrations, water
system evaluations and planning scenarios as
described in the following scope of services.

Task 2.1- Data Collection, Review, and Analysis
Stantec will compile, review, and analyze the reports
and data on the existing water system provided by the
City, including the City’s 1997 Water Master Plan, the
Division of Drinking Water compliance requirements
under the Permit to Operate, GIS files, utility billing data, SCADA records, water supply agreements and
contracts, etc. A list of past reports, documents,
publications, etc. that can be made available was
provided as Exhibit C to this RFP . These items will be coordinated for receipt at the project kickoff meeting.

As part of the collection process, we will prepare a
data collection tracking log that lists the data
requested including the date of the request,
description of the data, expected format of the data,
date received, and general description of the condition of the data. This tracking log, along with a brief
description of our review of the data and any data
gaps will be provided as a technical memorandum.

Deliverables
The RFP asks for a Technical Memorandum
(TM) listing the data collection and review
discussing the quality of available data, data
gaps, and efforts needed to improve the data
quality. However, the schedule critical points
of discussion for improvement needs will be
discussed with the City at our progress review
meeting, along with a status update report.
We propose that the data collection and review
TM will become a section with a larger TM,
TM No 1, that covers the data collection, water
demand projections, and water supply and
system descriptions, and water quality tasks as
described in Task 2.3. TM No.1 will be written to
include draft report chapters that are shown in
the table in Task 5.

Task 2.2 - Existing Water Supply and System
Description
Based on our review of the data and discussions with
staff, Stantec will include a chapter in the WMP
Update providing a description of the City’s water
supply and distribution system incorporating the
following:
The existing sources of water supply, including
regulatory, contractual, and policy framework
that allows for these supplies.
Description of the local groundwater
availability with consideration of operational
and water quality constraints will be prepared.

An inventory table listing each groundwater
well will be prepared that includes data such
as the ground elevation, average annual water
production, design capacity, normal operating
flow, discharge HGL and pressure zone, pump
horsepower, and installation year along with
if a treatment process is required before
discharging to the distribution system. New
data from the Well 3A rehabilitation will be
included if completed for this project.
We will describe the City’s two well treatment
facilities, Kimberly Well 1A and the Main Street
Water Treatment Plant. The Kimberly Well 1A
facility was recently completed (the first of
OCWD’s PFAS treatment projects) that remove
per- and polyfluoroalkyl substances (PFAS)
and a new treatment facility, the Main Plant
PFAS Water Treatment Plant that is beginning
construction this year. Details such as
discharge water quality, discharge connections
and facilities to the distribution system as well
as annual water production and flow rate data
will be included.
Each of the City’s seven imported water
connections from MWD will be described along
with a discussion considering each connection
and the MWD’s Reach factors impacting its
reliability. An inventory table will be prepared
listing the imported water connections that will
include such information as ground elevation,
average annual production, MWD Feeder or
Reach its connected to, valve(s) size, flow rate
capacity and discharge pressure zone.
In addition to providing a general description of
the water distribution system, we will prepare
a Water System Hydraulic Profile Schematic,
illustrating hydraulic grades for each of the
four pressure zones and twelve sub-zones
including the supply, storage, and pumping
facilities. Inventory tables will also be prepared
with detailed design and operating information
for the pressure reducing stations, interagency
emergency connections, and pipelines.

RFP #4375 • Stantec 2022 | 32
Deliverables
We propose that draft report text, tables and
figures regarding the existing water supply
and system description will be part of TM
No 1, that covers the data collection, water
demand projections, and water supply and
system descriptions, and water quality tasks as
described in Task 2.4. TM No.1 will be written
to include draft report chapters as shown in the
table in Task 5.

Task 2.3 - Water Quality
Stantec will include a section in the WMP Update
discussing the quality of the City’s sources and
supplied water, including the following items:
A discussion of drinking water regulations and
water quality parameters that affect the wells
and the system. We understand that the USEPA
and the State Water Quality Control Board (State
Water Board) have a few upcoming regulations
in process or planned. These potential
regulations are related to Hexavalent Chromium
Microplastics, Lead and Copper Rule (LCR), and
Cross Connection Control.
In addition to the PFAS and other known
contaminants, a discussion of emerging
contaminants that may affect the City’s water
supply will be included.
We will prepare a range of water quality and
regulatory constraint scenarios that result in
differing levels of groundwater availability and
treatment requirements. We will review the City’s
water quality data and sampling locations to
prepare a table and comparison with the MCL
or MCLG limits for the groundwater sources.

Included with our review of the water quality
data will a review the City’s Operation and
Maintenance programs that may impact the
water quality in the system.
Based on our review of the regulations and
emerging contaminants we will provide a general
description of the City’s future water treatment
needs. The estimated cost of any capital
improvements needed for meeting water quality
requirements will be included with Task 4.0.

Deliverables
We propose that draft report text, tables and
figures regarding the water quality as analyzed
for this task will be part of TM No 1, that covers
the data collection, water demand projections,
and water supply and system descriptions, and
water quality tasks as described in Task 2.4.

TM No.1 will be written to include draft report
chapters as shown in the table in Task 5.

Task 2.4 - Water Demand Projections
Stantec will project future water demands for the
Existing, Near-Term, and Ultimate 2045 planning
horizons to coincide with the hydraulic analyses
described in Tasks 2.6 and 2.7. The demand
projections will include and consider the following:
Projections will be consistent with other City
planning documents, including the City’s 2020
Urban Water Management Plan (UWMP). The
City’s General Plan, along with any specific
planning documents, will be reviewed and used
for developing land use information. The City’s
Planning Department will be coordinated with to
provide proper understanding of the General Plan
information and incorporation into this project.
The population and housing growth that could
result from Regional Housing Needs Allocation
(RHNA) requirements and Senate Bill 9 – the
California Housing Opportunity and More
Efficiency (HOME) Act. The City’s Planning
Department will be coordinated with to make
sure the correct population assumptions and
projections are used for this project.
The long-term water conservation anticipated
to result from implementation of SB 606 and AB
1668 requirements (Making Water Conservation
A California Way of Life).
The potential effects of hydrological conditions,
economic conditions, behavioral and social
changes in water usage.

Task 2.4.1
Stantec will estimate the water demand for each of
the following categories:
The total water demand will be estimated
based on the supply production data in
conjunction with the billing data to determine
demands by land use and spatial allocation
for modeling purposes. The demand is
defined as the consumption data plus the
water loss component. The water loss will be
estimated based on the difference between the
consumption data and total production data
from the City’s supplies.
Water demand by pressure zones will be
determine using the consumption data provided
that can be linked to the GIS data base and
developing the appropriate queries that can
be subtotaled in tables as well as illustrated
graphically.
Water demand in areas served primarily by
groundwater and areas served primarily by
imported water will delineated and graphically
shown similar to the figure below. There are
some areas in the middle of the City that
are blend of both sources that will also be
delineated.

RFP #4375 • Stantec 2022 | 33
We will identify the demand for each of the following
sub-categories within the categories listed above,
based on the available data.
Residential (Single and Multiple Family)
Commercial (Schools)
Industrial
Landscaping (Residential, Golf Course, Parks)
Municipal (Offices, Parks, Medians)
Task 2.4.2
“Duty factors” will be established for each
subcategory to allow forecasting of future water
usage and modeling of the system based on the land
use methodology. Units for these duty factors will be
verified with the City. In addition to the duty factors, we will determine water usage patterns to determine
the hourly diurnal pattern for purposes of the
extended period simulation (EPS) model analyses.

SCADA information in 15-minute intervals, or as
available, from each of the supply facilities, pump
stations, tanks and any pressure regulating stations
that may be equipped with SCADA. SCADA and billing
data will also be reviewed determine maximum day
and peak hour factors.

Deliverables
We propose that draft report text, tables and
figures regarding the water demand projections
as analyzed for this task will be part of TM
No 1, that covers the data collection, water
demand projections, and water supply and
system descriptions, and water quality tasks as
described in Task 2.4. TM No.1 will be written
to include draft report chapters as shown in
the table in Task 5. The section specific to the
water demand projections will incorporate the
following analysis of the available historical
water use:
Forecast population changes for the planning
horizon.
Future water demands (demand forecast)
based on single family, multi-family,
commercial, industrial, and municipal uses
through the planning horizon.
Description of the potential changes in
demand from the anticipated housing growth,
long-term water conservation, and hydrologic/
economic conditions noted above.
Discussion on duty factors and diurnal use
patterns, including peaking factors.

RFP #4375 • Stantec 2022 | 34
A draft TM No. 1 will be submitted to the City for
review and comments. The draft TM No.1 will
include the following draft report chapters:

1. Introduction

2. Study Area and Land Use

3. Water Demand Projections

4. Existing System Description

5. Water Supply and Quality
Task 2.5 - Hydraulic Model Development and
Calibration
The City’s existing hydraulic model uses Innovyze’s
InfoWater software, which was calibrated in 2013 and
underwent some updates in 2015. The City desires to
create and calibrate a new hydraulic model using
Innovyze’s InfoWater Pro software. The following
activities are proposed for this task:

Task 2.5.1
We will review the City’s existing hydraulic model
(InfoWater) and recommend an efficient approach for
incorporating the existing model data into the new
InfoWater Pro. However, based on our experience, and
for budgeting and scheduling purposes for this
proposal, we assume that the existing hydraulic
model will be converted to InfoWater Pro as-is. We
have made this conversion for several other models,
and this process is simple and quick. The benefits this approach offers rather than construction of a new
model from the GIS are the time and cost savings to
not have to re-create the tanks, pump stations, and
reducing station facilities including elevations and
spatial demand allocations. Since the 2015 model
updates, our assumption is that the City has not seen
a significant growth.

Task 2.5.2
We will obtain the latest water system GIS database
and operational data for water lines and water
facilities (pumps, pump stations, tanks, and wells)
and update the parameters for facilities and control
structures. We will request the as-builts for all
pipelines and water facilities constructed since the
last model update in 2015. We will review these
as-builts to verify the GIS and model data are
accurately reflected. We then use GIS query
techniques to determine any variations from the GIS
and hydraulic model pipeline information and update
the model accordingly. We will then identify if
additional data gaps in the model and collect any
additional necessary information from the City.

Task 2.5.3
We will incorporate into the model the physical and
operational attributes of major system components
including, but not limited to, all 4” and larger pipelines, wells, tanks, pump stations, regulating valves, system
valves, hydrants, and turnouts.

Task 2.5.4
Once the physical model facilities are updated, we will update the demand nodes with the updated average
day demand and a maximum day demand to the
appropriate model nodes utilizing the City’s billing
data. We assume that the available data consists of
metered usage for customer accounts in bimonthly
reads and meter locations provided in the City’s GIS.

We also assume the GIS billing data is complete and
accurate, any updating, scrubbing or revisions
required will be completed by the City.

Task 2.5.5
The hydraulic water model will be calibrated for
pressure and flow using both steady-state conditions
and extended period simulation (EPS) for as close to
maximum day demand conditions as possible to
adequately stress the system. Prior to the model
calibration process, we will conduct an operations
workshop to discuss facility controls and system
operation to understand the system as the hydrant
flow testing plan is developed and model is prepared
for calibration.

Hydrant Flow Testing
For the steady-state calibration, we will use the data
from the fire hydrant flow tests. It is recommended t o use the monthly historic billing data to determine the
month at or near maximum water usage, which could
be between June and August.

Prior to the field flow testing, we will provide flow test sheets for your review. We will then conduct a brief
1-hour Field-Testing Procedures Workshop which will
have operations staff present. We will discuss and
review potential hydrant test locations and needs for
installation of equipment and pressure loggers. We
assume that approximately 20 fire hydrant locations
will be tested, one for each sub-zone and two for each
pressure zone. At the workshop, we will show maps
that can be marked up for potential testing locations.

Locations will be reviewed for traffic concerns and the best potential for stressing the water system for
determining the calibration attributes.

RFP #4375 • Stantec 2022 | 35
We assume SCADA data can be provided for supply
facilities including pressure and flow information at
the wells and pump stations, water level at the tanks,
flow from MWD connections, and at interagency
connections. Ideally, and SCADA through pressure
reducing stations is preferred to calibrate the sub-
zones.

Our subconsultant, SoCal Flow Testing, will perform
hydrant testing using a calibrated pressure transducer
at the static/residual (“test”) hydrant paired to a radio transmitter. At the flow hydrant, another calibrated
pressure transducer will report the flowing pitot
pressure, and a radio receiver that displays both
values. For each test location, more than one test may
be conducted with pumps on or off at key facilities.

Two pressure loggers will also be installed at various
locations within the pressure zone being tested.

Steady State Calibration
Results of the field tests will be combined with the
available SCADA for the time of each test. This
combined field data set will be used to compare
against the modeling results. The model will be
calibrated until the field measurements and model
results are as close as possible to field
measurements. Pipe roughness coefficients
(c-factors) will be adjusted based on age, diameter,
and material to match measured pressures. The goal
to be achieved are for the model to be within 10% of
the field measurements.

EPS Calibration
The EPS calibration will be for maximum day
demands and consist of adding/modifying
operational controls to meet SCADA data and
calibration criteria for tanks, pump stations, control
valves, and production facilities/boundary
connections. Calibration will include review of storage facility fill times, drain times, operating range and
overall patterns; pump pressure and flow rates;
boundary connection pressure and flow rates.

Hydraulic modeling output data will be presented in
graphical format with corresponding SCADA data, so
that model results can be visually compared.

Stantec will hold a Calibration Workshop with City
Staff to review the model. Once the initial calibration is complete, we will conduct a workshop with
engineering and operations staff to review the field,
SCADA, modeling results, and accuracy achieved. At
the workshop, we will open the model to show input
and resulting conditions, and request operations staff
to comment on accuracy of model settings, controls,
and general behavior in predicting real system
conditions. After this workshop, we will finalize
calibration of the model based on any adjustments
and input provided by City engineering and operations
staff.

Task 2.5.6
As part of the model update and calibration process
described above, we will perform the following:
Pump curves and control settings: For each
pump station and well facility, we will request the
most recent pump manufacturers curve data.

We will also request SCE pump test data to verify
that the performance of the pumps is reflected
in the model. Based on SCADA input information
requested and workshops with the operations
staff, each pump will be updated the appropriate
control settings that reflect normal operating
conditions as well as operating conditions during
the days of hydrant flow testing.
Valve control settings: downstream pressure
or flow settings or any other controls will be
updated in the model for each valve facility.
Diurnal demand patterns: for each pressure
zone, hourly diurnal demand patterns will be
developed and updated in the model, and a
pattern assigned to each demand node for the
appropriate service area. We assume that for
maximum day demand conditions a 24-hour
pattern will be sufficient, however, for a water
age analyses a seven-day diurnal pattern for
average demand conditions may be used.

Task 2.5.7
As noted above, we will conduct three (3) workshops
with the City to discuss the model development and
calibration process and findings.

1. Model Update and Facility Controls Workshop

2. Preliminary Calibration Workshop

3. Final Calibration Workshop
Task 2.5.8
We will provide training (3 sessions at 4 hours each)
to City staff on how to run the model to demonstrate
various flow and system configuration scenarios.

Hourly rates to provide subsequent training during the
term of the agreement are based on the Rate
Schedule included with our Fee Proposal bound
separately.

Deliverables
We propose that draft report text, tables
and figures regarding the hydraulic model
development and calibration will be part of
TM No 2, that covers the model development
and calibration, water system evaluations, and
planning scenario analyses tasks as described in
Task 2.7. TM No.2 will be written to include draft
report chapters as shown in the table in Task 5.

RFP #4375 • Stantec 2022 | 36
Individual tables and figures will be submitted
following the workshops related to the field
testing and model calibration as necessary for
the City’s acceptance of the flow testing plan and
calibration results.

Task 2.5a - Water Facility Elevation Survey
(Optional Task)
Our survey team within Stantec who are led by Greg
Sebourn and Sam Wheeler, each a Professional Land
Surveyor, will determine the elevation for each water
facility entered into the hydraulic model. Facilities, at a minimum, shall include the wells, reservoirs, and
pump stations. We will use the City of Fullerton’s
Datum which is 6.12 feet below USGS or 7.995 feet
below NAVD 88. Many of the City’s as-built plans have
elevation data, but it is not always clear the datum
used on the plans. Therefore, we will review the
facilities’ as-built plans to determine the best
locations to obtains points to have a comprehensive
understanding of each facility’s elevation.

Stantec will then perform a field survey using Fast
Static GPS to locate a single city benchmark (BM 3-6,
Elevation=145.93’, see exhibit below) and corelate it
to city water facilities. Stantec will establish a
benchmark at each water facility using RTK GPS.

Vertical control will be confirmed at:
15 reservoirs
12 booster stations
10 wells
7 MWD connections
Stantec will use the new benchmark at the site to
measure a point of vertical control on the facilities as may be determined from as-built drawings. This
information will be used to confirm relative datum
between facilities.

Deliverables
Deliverables will include a data sheet for each
water facility and the corresponding benchmark
used. Vertical accuracy will be ±0.16’ relative
between the benchmark used and that water
facility.
Stantec will also provide a statistical report
showing the relative difference between the city
facilities.
A separate TM will be prepared and submitted to
the City specific to the Optional Facility Elevation
Survey tasks as described above.

Task 2.6 - Water System Evaluation
As we prepare the model scenarios and datasets in
the model and perform the water system evaluations
including recommendations for any improvements,
we will consider the following:
Inputs from the City’s Water Engineering and
Operations staff.
The expected outcome of its implementation,
including effectiveness for increasing resiliency.
Water quality considerations.
Sustainability of the City’s water infrastructure,
including greenhouse gas impacts.
Technological advances, especially in water
treatment, identifying the potential advantages
and disadvantages.
Consistency with infrastructure plans laid out in
the WMP .
Capital and O&M costs.
Regulatory framework, including federal, state,
and local regulations, codes, standards, policies,
permit requirements, etc. that may support or
hinder implementation.
Other implementation challenges. For example,
address outside entity cooperation required for
each of the options, as applicable.
Vulnerabilities due to climate change.

We will utilize the calibrated hydraulic model to
complete the following tasks:

Task 2.6.1
We will update the model with the appropriate data
sets and scenarios to analyze, evaluate, test and plan
upgrades for the water system under normal demand
conditions, which are assumed to be:
Average day demand (ADD)
Maximum day demand plus fire flows (MDD)
Peak hour demand (PHD)
Extended period simulation (EPS)
We will recommend the duration and time step
intervals for EPS run(s) to the City for review
and input. Typically, 24-hour EPS analyses for
average day and maximum day are sufficient.

However, some large water systems require
a 72-hour EPS to allow the model to stabilize
after the first 24-hours, with the second
24-hours reported. Also, for the water age
analysis, a seven-day to 28-day EPS scenario
may be required for average day demands.

Once our review of the existing system model
is completed, we will conduct an existing
system model workshop to discuss the EPS
scenario and duration recommendations.

RFP #4375 • Stantec 2022 | 37
Task 2.6.2
We will update the model for the appropriate datasets,
scenarios, and facility sets to analyze the current and build out conditions to determine capacity and
deficiencies within the existing water system in
near-term, and ultimate planning horizons. We will
coordinate with the City for determination on the
planning horizon to be assumed for the near-term
water system and demands. Typically, the near-term
is a 5-year planning horizon. The ultimate planning
horizon is assumed to be year 2045.

Task 2.6.3
For each demand and planning horizon scenario, we
will analyze the City’s wells, reservoirs, and booster
pump stations to determine if they are adequate to
meet the City’s facility sizing criteria and to determine storage required for operational, emergency, and fire
flow conditions. These efforts may include, but not be
limited, to:
a. Identify areas of deficient flow or pressure and
determine required pipe sizes and booster pumping
capacity to transport peak demand flows including
fire flows for the planning horizon.

1. Fire flow demands shall be based on the
guidelines established by the City Fire
Depar
tment.

2. Consideration should be given to multiple fire
flow demand locations within larger pressure
zones.
b. Identify current water reservoir storage
requirements for operational (peak demand),
emergency, and fire storage by hydraulic zone.
c. Identify deficiencies in storage with
recommendations for sizing, locations, etc.
d. Identify deficiencies in booster pump capacity.
e. Identify additional or reconfigured piping (looped
systems) for improvements in water quality.
f. Identify and prioritize pipelines that should be
replaced based on insufficient fire flow and/or flow
pressure.
g. Determine the adequacy of the PRVs based on fire
flow and deficient flow pressure.
h. Develop recommendations for replacing aging
wells in the system and verify/recommend locations
of new production wells and transmission mains.

Task 2.6.4
Mitigation of a deficiency or improvement
recommendation may have alternative solutions.

Therefore, we will analyze water system improvement
alternatives, which may include alternatives for
improving the transmission mains, storage, pumping
and distribution system improvement needs. These
alternatives will be evaluated as the initial
improvement recommendation is developed.

Alternatives will be reviewed and discussed with the
City at a system evaluations workshop.

Task 2.6.5
We will conduct two (2) workshops (4 hours each)
with the City to discuss the water system evaluation
findings.

1. Model Scenario and Preliminary System
E
valuations Workshop

2. System Evaluation Recommendations and
Alternatives Workshop
Deliverables
We propose that draft report text, tables and
figures regarding the water system evaluation
as discussed above will be part of TM No 2, that
covers the model development and calibration,
water system evaluations, and planning scenario
analyses tasks as described in Task 2.7. TM
No.2 will be written to include draft report
chapters as shown in the table in Task 5
Individual tables and figures will be submitted
following the workshops related to the
evaluations as necessary for the City’s review
and input.

Task 2.7 - Water System Planning Scenarios
We will analyze the water system under the following
planning scenarios using the normal operating
scenarios and demands from Task 2.6. We
understand different scenarios may be proposed
other than the scenario(s) listed, but those scenarios
will be based on discussions with City staff. However,
at this time, we do not propose any different or
additional scenarios without first conducting our
analyses of the existing water system.

RFP #4375 • Stantec 2022 | 38
Task 2.7.1
Scenario 1 - Evaluate the maximum level of the
groundwater that the water system can sustain on a
seasonal and annual basis. Evaluate possible
changes that would have to be made in system
operations to achieve Basin Production Percentage
(BPP) of 80%, 85% and 90%. We will coordinate with
the City to incorporate which wells should be included
to increase the BPP .

Task 2.7.2
Scenario 2 - Evaluate well pump and PRVs set points
to balance usage factors across pressure zones.

Establish a lead/lag recommendation for wells and
PRVs in each pressure zone. Provide recommendation
for SCADA improvements to assist in efficient
operation of these zones.

Task 2.7.3
Scenario 3 - Evaluate system resiliency during
outages, such as a pump station outage, when
facilities could be out of service for 7-10 days. Also, consider the system’s fire flow capabilities and
compare against fire flow requirements. Identify
vulnerable areas of the system and recommend
improvements needed to ensure service reliability,
such as: emergency generators, redundant sources,
two-way feeds (looped transmission mains), etc.

Task 2.7.4
Scenario 4 - Evaluate the water age in City’s System.

Evaluation should only consider water age and not
include any specific water quality modeling. We
assume the water age analyses will be conducted on
average demand conditions may be run for up to a
28-day EPS.

Task 2.7.5
We will conduct a workshop (4 hours) with the City to
discuss the scenario analysis findings and
recommendations.

Deliverables
We propose that draft report text, tables and
figures regarding the water system evaluation
as discussed above will be part of TM No 2, that
covers the model development and calibration,
water system evaluations, and planning scenario
analyses tasks as described in Task 2.7. TM
No.2 will be written to include draft report
chapters as shown in the table in Task 5.
Specific to the model development and
calibration, the TM No. 2 will include:
Review of the data provided by the City,
including by not limited to water mains,
reservoirs, pump stations, and regulating
valves.
Review of the City’s current hydraulic model
The process for creating the new hydraulic
model (using InfoWater Pro) to reflect the
current physical and operational conditions
provided by the City.
The procedure and methodology used to
calibrate and verify the new hydraulic model
using SCADA data and fire flow field data.
Conclusions and recommendations.
Specific to the water system evaluations, the TM
No. 2 will include:
Describe the design and planning criteria,
including:
Peaking factors
Facilities and storage criteria
Pumping and pressure criteria
Fire flow requirements
Describe the findings of the hydraulic modeling
including:
Identify areas of deficient flow pressure and
determine required pipe sizes and booster
pumping capacity to transport peak demand
flows through the system including fire
flows.
Identify current water reservoir storage
requirements for operational (peak demand),
emergency, and fire storage by hydraulic
zone.
Identify deficiencies in storage with
recommendations for sizing, locations, etc.
Identify deficiencies in booster pump or well
capacity.
Identify additional or reconfigured piping
(looped systems) for improvements in
pressure or flow.
Determine the adequacy of the PRVs based
on fire flow and deficient flow pressure.
Specific to the planning scenarios analyses, the
TM No. 2 will include:
Identify areas of deficient flow or pressure
and determine required pipe sizes and booster
pumping capacity to transport peak demand
flows through the system under each scenario
conditions.
Identify water reservoir storage requirements
for operational (peak demand), emergency,
and fire storage by hydraulic zone. Identify
deficiencies in storage with recommendations
for sizing, locations, etc.
Identify deficiencies in booster pump and/or
RFP #4375 • Stantec 2022 | 39
groundwater well capacity.
Identify and prioritize pipelines that should
be replaced based on deficient flow or
pressure. Identify additional or reconfigured
piping (looped systems) for improvements in
pressure, flow, or water quality.
A draft TM No. 2 will be submitted to the City for
review and comments. The draft TM No.1 will
include the following draft report chapters:

6.Planning and Evaluation Criteria

7.Model Development and Model Calibration

8.Water System Evaluation
Existing System Analysis
Near-Term and Ultimate System Analysis
Planning Scenarios Analyses
Task 3.0 - Asset Management
Program
The primary objective of this task is to evaluate the
life expectancy of the City’s water infrastructure
(treatment plants, pipelines, reservoirs, pump stations, pumps, motors, PRVs, valves, etc.) and to identify and
prioritize the rehabilitation and replacement (R&R)
plan. The facilities assessment will include identifying and documenting current facility condition and
deficiencies (both above-ground/vertical facilities and pipelines), prioritization of water facilities
replacement, and development of projects and cost
estimates for asset rehabilitation and replacement. In
prioritizing pipelines for replacement, the possibility of grouping them with other Public Works projects will
be considered through coordination and workshops
with City staff.

The City is currently using VODA.ai software to assist
in prioritizing its water main replacement program.

The VODA.ai software has the ability to analyze
Likelihood of Failure (LoF) and Consequence of
Failure (CoF), but the City has only used its LoF
function to prioritize its water mains for replacement.

The City prefers to continue utilizing the LoF identified by VODA.ai software in prioritizing its water main
replacement program. The City will export the LoF of
the pipeline into GIS and provide the data. Building on the LoF of the pipelines identified by VODA.ai
software, we will develop a tool (software/
spreadsheet) for risk-based prioritization for the City’s water main replacement program. The final product
will be easy to update and utilized by the City staff to conduct risk-based analyses in the future.

The following tasks will be completed to assess and
prioritize water facilities for upgrade and/or
replacement.

Task 3.1 - Assessment and Prioritization of
Above-ground/Vertical Assets
Task 3.1.1
Stantec will review the Excel database of the City’s
above groundwater facilities inventory and update the
database as needed.

We will review the asset inventory and identify gaps in data to be coordinated with the City. Although the
asset may be included in the data list, the specific
field or attribute data important to the facility and
planning efforts will be reviewed for any missing field, data or attribute that should be included. We will
coordinate with Operations staff to provide missing
data as best as possible through additional field visits or data collection effort of record drawings. Resulting from this gap analysis will be a list of assets identified that consist of outstanding system information that
would require field inspection, survey, or testing to
verify the information and provide a complete register
of the potable water system.

We will utilize the appropriate tools to perform a
quality assurance review of critical areas of the
system asset inventory data in GIS including the for
consistency with applicable industry standard
references and engineering best practices. Our team
would like to use Microsoft Power BI. Power BI allows
the creation of a dashboard that is tied to a database
of information in GIS, Excel, or various other database formats. We can link the data from Excel to the Power
BI software and present the asset information in a
dashboard where it’s easy to find, analyze, and share
data. In the past, Adelina has used Microsoft Power BI
for the City of Santa Monica and Easter Municipal
Water District (EMWD), to analyze their water
demands and wastewater flows.

Task 3.1.2
Stantec will review the Main Plant Master Plan
(prepared by Tetra Tech in 2021) and incorporate its
findings in the prioritization of above-ground/vertical facilities. The Main Plant Master Plan assessed the
conditions of the existing wells (five wells at the time), the forebay, he booster station, and the emergency
generator at the site, and made recommendation for
improvements.

RFP #4375 • Stantec 2022 | 40
Conclusions from our review of the assessment report will be shared in a workshop with th City engineering and operations staff. Based on the results of our review, additional field visits or specific or focused assessments of only individual equipment may be recommended and included with Task 3.1.3 below.

Task 3.1.3
Stantec’s condition assessment team will review the as-builts and perform site visits with City Water Operation staff and conduct a visual assessment of condition of City water facilities, including their structural, mechanical, and electrical conditions. Based on issues noted on the site visit, further evaluation of the facilities (e.g., seismic evaluation) may be recommended. Budget and scope for these additional evaluations is not included and will be determined at that time, and may consist of materials testing by a subconsultant, or contracted separately by the City.

Mechanical Equipment: The mechanical inspections will include the pumps, motors, valves, piping, and appurtenances that are above ground. Also, surge tanks and compressors that at the sites will be inspected. Prior to the inspections, a checklist will be prepared for efficiency while at the site that will include key items with the appropriate area for comments to provide additional explanations for clarifications as needed, similar to the below list completed for a pump station for the city of Manhattan Beach.

Pump Testing: As part of the field inspections, we
propose that the City coordinate with SCE pump
performance tests to be completed. This will
provide understanding of the water to wire
efficiency and as an indication of the pump’s
operating relative to the design curve. Additionally,
while our team is in the field, we observe pump
operation of each pump along with valves turned
for visual assessment of the pump station at
simulated at various conditions.

Pumps Checklist
Assessment Item Checklist Comments

1. Adequate for intended service? ☒ Yes ☐ No ☐ N/A

2. Parts for maintenance available? ☒ Yes ☐ No ☐ N/A

3. Excessive vibration? ☐ Yes ☒ No ☐ N/A

4. Excessive noise? ☐ Yes ☒ No ☒ N/A

5. Excessive corrosion/rust? ☐ Yes ☒ No ☐ N/A

6. Excessive leaks? ☐ Yes ☒ No ☐ N/A

7. Running hot? ☐ Yes ☒ No ☐ N/A

8. Equipment or parts missing? ☐ Yes ☒ No ☐ N/A

9. Coating Damage? ☒ Yes ☐ No ☐ N/A

10. Seals (& seal water) functional? ☐ Yes ☐ No ☐ N/A Our inspections will also include evaluation of rotating equipment, including vibration and heat generation data if the instruments to collect that data are available. If the pump system is equipped with measuring devices that allow for gathering hydraulic data, we will collect inlet pressure, outlet pressure, flow rate. We will also collect electric power input parameters of ampere and line voltage, and energy use by a watt meter. Pumps will be checked for component wear and corrosion. It’s our understanding that the certainty or accuracy of collected data depends on the quality and
location of installed measuring devices.

RFP #4375 • Stantec 2022 | 41
The collected data will be validated, and we will use the gathered hydraulic data to generate a pump curve (pressure vs flow) with vertical Y-axis for pressure and horizontal X-axis for flow rate. We will use this pump curve to compare the current operating conditions to the baseline designed condition, original manufacturer’s pump curve, and historical trend data (if available), and verify if the pump is operating within the designed or expected range of the Preferred Operating Region (POR) or Allowable Operating Region (AOR) and evaluate the suitability of the pump for the system.

We will use this evaluation to identify the reason for under performance of pumps, and also check for over-sized systems that may have been designed to meet future requirements but operate at underutilized conditions.

The processes will allow us to understand the pump
system and identify problems due to age, equipment
wear and tear, and improperly sized or under
performing pumps. Then we will determine ways to
improve the reliability and economic life of the pump
system.

At the end of this process, Stantec will grade the
remaining equipment useful life and provide
recommendations for system upgrades or
replacement to restore system performance, reduce
maintenance costs, and increase productivity and
capacity utilization.

Electrical and Instrumentation and Controls
Equipment: The electrical equipment will undergo a
visual inspection, including seeing the pump station
operate in real while in the field.

The visual assessment will include the following:
A review of the power distribution or motor
control equipment’s nameplate to determine the
age.
A review of the equipment’s physical appearance,
rust, missing pieces, other damage.
A review of NEC clearances or other potential
NEC violations.
A review of labels or documentation indicating
that preventive maintenance and testing have
been completed.
General visual assessment of the lighting system
and other ancillary systems.

A site assessment checklist similar to the one
example shown for Pumps will be used in the field
during the site assessments that addresses the
conditions of the electrical and generator equipment.

RFP #4375 • Stantec 2022 | 42
Tanks: Tank inspections will be visual to assess the condition of the tank can be seen including ladders, manways, hatches, piping connections attached to the tanks. A site assessment checklist similar to the one example shown for Pumps will be used in the field during the site assessments that addresses the conditions of the tank wall, foundations, manways, ladders, access hatches, roof, roof vent, drainage, piping, and valving equipment and vaults.

Site/Civil Assessment: Our site inspections will include the entire site for assessment of above ground yard piping, vaults, site access, pavement conditions, drainage conditions, security, and other conditions found each site that may be site specific. An example of inspection checklist is shown below.

Above-Ground Piping Site Inspection Checklist
General Condition Rating: ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 ☐ N/A Assessment Item Checklist Comments

1. Excessive corrosion? ☐ Yes ☒ No ☐ N/A

2. Excessive leaks? ☐ Y es ☒ No ☐ N/A

3. Insulation damaged? ☐ Y es ☒ No ☐ N/A

4. Coating damaged? ☒ Y es ☒ No ☐ N/A

5. Valve functionality ☒ Y es ☒ No ☐ N/A
G eneral Condition Rating: ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 ☐ N/A Assessment Item Checklist Comments

1. Fence/Perimeter Intact? ☒ Y es ☐ No ☐ N/A

2. Access Points Secure? ☒ Y es ☐ No ☐ N/A

3. Surveillance System
Operational? ☒ Yes ☐ No ☐ N/A

4. Security Cameras? ☐ Yes ☒ No ☐ N/A
G eneral Condition Rating: ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 ☐ N/A Assessment Item Checklist Comments

1. Paving free of cracks? ☒ Yes ☐ No ☐ N/A

2. Adequate drainage? ☒ Yes ☐ No ☐ N/A

3. Adequate site accessibility? ☐ Yes ☒ No ☐ N/A Site Security Checklist
Site Civil Condition Checklist
RFP #4375 • Stantec 2022 | 43
Task 3.1.4
Stantec will assess the risk of aboveground assets
considering the LoF and CoF factors and determine
the remaining useful life of the asset and prioritize
them for rehabilitation and replacement.

Understanding the risk and useful life of the vertical
assets will incorporate the following:

Review of O&M Records and Costs - This review will
require obtaining the operation and maintenance
records, including any recent replacement,
rehabilitation or modifications made to the facility. We will coordinate with the District to obtain O&M costs
for each facility as well. This information can be used to determine nature of repairs and costs to maintain
the facility in addition to providing valuable insight
into the condition and its useful life.

Review SCADA – this information, primarily for the
pump stations, will used to determine how often the
pump station is used, which pumps normally operate,
and if the pump station is operating as it is intended.

Review of Previous Assessments – a review of the
previous assessment will provide foundation or basis
for our assessments for this project.

Interviews with Operations Staff – interviews with
operations staff will be conducted as needed outside
of the field inspections. Additional questions or
clarifications may be necessary as the data analyzed.

Review of Hydraulic Model – we propose to run the
potable with data from the SCE pump tests, field
inspections, interviews with operations staff, and
SCADA information. The data provided from this
project will verify whether the existing facility
operations are adequate for existing conditions, and if the pump station is not already planning for
expansion or upgrades for the future, then we can
determine if the facility is adequate for future system operation.

Review of Reliability and Usage – based on the
previous reviews and analyses, we can determine the
reliability of facility if it were to be down for an
extended period of time. We also will be able to
determine importance of the facilities based on usage
from SCADA and operations staff.

Based on review above, we will coordinate with the
City to determine the criteria and renewal condition
rating factors to be used assessing the LoF and CoF
analyses for the vertical assets. For example, criteria for LoF may include parameters related to service life
based on the field assessments, safety deficiencies,
operational deficiencies, regulatory deficiencies, and
capacity. Criteria for CoF may include parameters
related to service disruptions, customer impacts,
redundancy, repair time and complexity, public safety
and probability of failure.

Based on the agreed upon parameters, a scoring
matrix will be used to determine the score for each
facility based on each parameter. A total LoF and CoF
score will determined and used for developing the
priority for replacements and useful life of each
aboveground asset.

Task 3.1.5
Stantec will, with input from the Operations staff,
identify all maintenance, repair and replacement
requirements needed to increase energy efficiency
and enhance operations.

We will review the SCADA, hours of operation, and
control settings with the staff to investigate purposes and intent of each facility’s operating intent. This
information will be used with our hydraulic modeling
tasks to determine if changes to the control settings
would provide a more efficient control strategy and
energy savings.

Task 3.1.6
Stantec will recommend upgrades and improvements
where applicable that will increase overall efficiency
in a cost-effective manner.

This task assumes the overall system operation, and
not individual facilities as evaluated in Task 3.1.5. We will use the information obtained from Operations and
run hydraulic modeling scenarios to verify supply and
pumping to each pressure zone and storage facility.

For example, we will investigate pumping operations
with pressure reducing stations to minimize flows to
lower zones after being pumped to higher zones.

Task 3.1.7
Stantec will analyze the Time-Of-Use schedules for
each site (wherever applicable) and recommend
upgrades that would reduce energy charges.

The new SCE Time-of-Use rate structure provides
lower rates during off-peak energy hours, outside of 4
pm to 9 pm. Our analyses will assume pumps are not
operating during these peak energy hours to
determine the system operations and storage tanks
can be re-filled adequately during winter and
maximum summer demand conditions. Any
adjustments to current control settings will be
recommended.

RFP #4375 • Stantec 2022 | 44
Task 3.1.8
Stantec will review and discuss the findings of the
emergency generators study and load bank testing
recently conducted for the City.

The findings from our review previous studies with the
Operations staff, including conclusions from the site
visits, as-builts review, and recommended operations
of each facility with the existing and future electrical loads. Any recommendations to automatic transfer
switches or generator sizing or fuel will be provided.

Task 3.1.9
Stantec will analyze the potential for implementing
renewable energy generation at the City’s water
facility sites.

Pumps typically require more power than solar panels
at the facility can provide. Therefore, our review will consist of the electrical and instrumentation and
controls equipment, motorized valves, and lighting
that may offer a potential for renewable energy source
such as solar panels. Limitations due to space and
locations may limit this option.

Task 3.1.10
Stantec will conduct a workshop (4 hours) with the
City’s Engineering and Operation staff to discuss the
methodology for assessing the useful life of the
above ground/vertical facilities and the recommended
upgrades and improvements.

Deliverables
We propose that draft report text, tables, and
figures regarding the condition assessment
of the vertical assets as discussed above
will be part of TM No 3, that covers the asset
management program and CIP tasks as
described for the deliverables in Task 4. TM No.3
will be written to include draft report chapters as
shown in the table in Task 5.

Task 3.2 - Pipeline Replacement Prioritization
In order to make robust asset investment planning
decisions, the City needs a good understanding of the
asset-risk exposure and a systematic approach to
prioritize pipeline replacement. The most developed
asset investment planning models are currently in use
by agencies for which we work. Costs to operate and
maintain a water system increases when levels of
service are not met. By strengthening the City’s
structured decision support process and configuring
software to support these processes, we will improve
the robustness and defensibility of the City’s future
Pipeline R&R Rate Analysis.

Task 3.2.1
Stantec will evaluate the data provided by the City for use in the pipeline replacement prioritization. The
available data will include GIS water system
infrastructure data, main break data, GIS base map
data, GIS zoning and general plan data, an export of
the existing hydraulic model, the Likelihood of Failure (LoF) of existing pipelines identified by VODA.ai
software, and previous prioritization completed by the
City.

We will collect, collate, and validate the available data provided (as outlined within the RFP) for the
infrastructure data, prior to importing into Stantec’s
GIS platform for analysis. The LoF data from VODA.ai
software will be assessed considering the additional
information, such as the main break data. Data
requirements to assess the Consequence of Failure
(CoF) will also be collected and collated, such as the
City’s strategic plan, asset management objectives
and operational Levels of Service (LoS). Further
discussion about CoF is in Section 3.2.3.

Task 3.2.2
Stantec will review the procedures and factors that
the City is currently using to prioritize the pipeline
replacement program, including grouping them with
other Public Works projects. Stantec will discuss
these procedures and factors with the City staff and
incorporate the results in its recommendations for
pipeline replacement prioritization.

We will work with City staff to collect and collate
applicable processes, procedures, and factors
(including existing prioritization criteria) that are
currently being used for prioritization. Our asset
management specialists will review the processes,
procedures, and factors. Using our extensive
experience with prioritization processes on multiple
Asset Management Programs we will make
recommendations for improvements for the
prioritization process to become more effective.

Our team understand that the prioritization criteria
has to represent the City’s specific asset management
objectives to rank the projects within the pipeline
replacement program that provide the most value for
the City – in accordance with the City’s own
objectives.

The prioritization of replacement projects will enable
the City to excel in their decision making and
incrementally increase the value of the asset portfolio.

To do this we will align the prioritization criteria with the City’s strategies, asset management policy, and
the City’s asset management Key Performance
Indicators (KPIs). Excellence in Asset Management
RFP #4375 • Stantec 2022 | 45
can be achieved through alignment and integration
within the business processes with decision-making
being most efficient when selection and prioritization
criterion are aligned.

Given the different age of the pipes, pipe materials,
external and internal stresses, limited pipe condition
information, and budget limitations, determining
“which pipes to replace when” is a challenge faced by
most utilities. This project will help realize the City’s goals of a comprehensive, best-practice pipeline
replacement program that builds on all of the things
that the City is doing well and enhances those priority areas in need of improvement.

Task 3.2.3
Stantec will propose a methodology for assessing
and prioritizing pipelines for replacement (based on
Likelihood of Failure (LoF) and Consequence of
Failure (CoF) factors) for discussions with the City’s
staff in workshops (as discussed below).

Having completed scope task 3.2.2 we will work with
City staff to make sure the prioritization
recommendations for improvements are discussed
and agreed upon; and those aspects of the existing
prioritization process that are working are kept. We
will advance the improvements agreed upon and
translate it into a comprehensive methodology for
prioritizing pipelines for replacement based on “risk”
and assigning a “severity index” – which is a
calculation determined by the Likelihood of Failure
(LoF) and the Consequence of Failure (CoF) of the
pipelines being considered for replacement.

The “severity index” puts the recommendations in
order so it is quite clear which are the highest priority recommendations. This process will help to focus the
entire utility on those deficiencies that represent the greatest risk with the result that less time and money
is spent correcting items that have a low risk, allowing these savings to be used to reduce the higher risks.

The scoring in the risk prioritization for likelihood is related to the physical condition, capacity and
utilization, water quality, and functionality. For the
consequences, it is related to environmental impact,
loss of service, health and safety implications,
regulatory compliance, water loss, community
disruption, public image, workforce stress, damage to
property, loss of revenue, and service agreements
For progressive utilities “risk” is the most important
concept of asset management. By quantifying and
assessing the risks posed by the failure or inability of its assets to meet their overall levels of service, the City will identify and prioritize capital rehabilitation and replacement projects to mitigate the risks.

Risk Management Fundamental Steps
RFP #4375 • Stantec 2022 | 46
Task 3.2.4
Stantec will conduct two workshop that will be 4
hours each) with the City’s Engineering staff and
Operations staff to review and discuss the available
data, the City’s current pipeline replacement
prioritization approach, and the Consultant’s proposed
approach for assessing and prioritizing pipelines for
replacement.

Deliverables
We propose that draft report text, tables and
figures regarding the pipeline replacement
prioritization as discussed above will be part
of TM No 3, that covers the asset management
program and CIP tasks as described for the
deliverables in Task 4. TM No.3 will be written
to include draft report chapters as shown in the
table in Task 5.
Two workshops (4 hours each) with City’s
Engineering staff and Operations staff –
including agenda, pre-meeting information and
post-meeting minutes provided.

Task 3.3 - Pipeline Prioritization Tool
Based on the agreements with City staff for
improvements to procedures and factors to prioritize
pipeline replacements – and the recommended
methodology for assessing and prioritizing pipeline
replacement Stantec will develop a tool within
Stantec’s GIS for prioritizing the City’s pipeline
replacement program.

The final product will be user-friendly so that the City staff can easily update it and use it to conduct various pipeline prioritization scenarios. The final product will allow for easy import of the LoF identified by VODA.ai
software and will be able to be utilized by City staff to conduct data-driven, risk-based analyses in the future.

The reason our team have chosen not to utilize VODA.
ai is due to limitations for the analysis of asset-
criticality through assessing the assets’ consequence
of failure. Our asset management professionals
understand the importance of delivering best practice
solutions.

Our asset management professionals will work with
our digital specialists to develop the decision-support approach that incorporates the most effective
aspects of Multi-Criteria Decision Analysis and
Cost-Benefit Analysis (value for money) into a Python
Toolbox which will run within Arc GIS Pro. The final
product will allow for both spatial analysis and data
input through a user-friendly graphical user interface.

The extent that aspects are incorporated into the final product will be dependent upon the agreements with
City staff from Tasks 3.2.2 and 3.2.3. The final
product will empower City staff to optimize the
pipeline replacement program through an
understanding of pipeline risk to the City, the
replacement costs, and value over time for each
pipeline. The final product will calculate optimal
intervention dates with a value-based decision-
support framework utilizing industry-proven models to
allow the City to create the best strategy while
accounting for business constraints.

Stantec will provide training (one 4-hour session) to
City staff on how to update and utilize the tool to
analyze various risk profiles.

Deliverables
We propose that draft report text, tables and
figures regarding the pipeline prioritization tool
as discussed above will be part of TM No 3, that
covers the asset management program and CIP
tasks as described for the deliverables in Task

4. TM No.3 will be written to include draft report
chapters as shown in the table in Task 5.
Individual tables and files will be submitted to
the City for the following:
Draft results of the Pipeline Prioritization Tool.
Pipeline Prioritization Tool (software/
spreadsheet) that City staff can utilize for
future CIP scenarios.

Task 3.4 - Pipeline R&R Rate Analysis
Prior to performing any work analyses for this task,
we will coordinate with the City and our rate study
team to review and discuss the current pipeline
replacement program based on the current rate study
recommendations. We will review what the City has
been implementing and the goals the City would like
to achieve. Our analyses will leverage what has been
working well for the City and what improvements can
be recommended.

Task 3.4.1
We will identify projected planning level life spans of different pipe types installed in the City’s distribution system. This research will include planning level
minimum, maximum, and average life spans for each
pipe type. Review of the City’s current life span and/or remaining life calculations based on pipe age,
material, and main break history. Recommend the
type of pipe material for the pipes recommended to
be replaced.

RFP #4375 • Stantec 2022 | 47
Task 3.4.2
We will review of statistics for the City’s past 5 years of distribution system R&R CIPs. These statistics will
include length of pipe replaced, type of pipe replaced, size of pipe replaced, size of installed pipe, and the
monetary value of this replacement.

Task 3.4.3
We will estimate a replacement cost of each installed
linear asset using planning level $/ft estimates.

Task 3.4.4
We will use the City’s existing water system GIS
databases (pipe type, pipe age), expected minimum/
average/maximum pipe lifespan estimates and an
agreed upon $/ft replacement value for each size of
pipe and location (residential/arterial) as well as
installation methods (trenchless/traditional) to
estimate the value of expected pipe replacement
needs for each year over the next 50-year period.

Discussions will be conducted with City staff to
identify how linear assets with unknown installation
dates will be handled (for previous analyses, 1935 has
historically been assigned to pipes with unknown
age).

Deliverables
We propose that draft report text, tables and
figures regarding the pipeline R&R rate analysis
as discussed above will be part of TM No 3, that
covers the asset management program and CIP
tasks as described for the deliverables in Task

4. TM No.3 will be written to include draft report
chapters as shown in the table in Task 5.

Task 4.0 - Capital Improvement
Program
Stantec will develop a 5-year (short-term) and a
20-year (long-term) capital improvement plan (CIP)
based on the results of the existing and future system
hydraulic analyses to address hydraulic deficiencies
(Task 2) and the risk-based asset management
analysis to determine the need for replacing/
rehabilitating aging water system facilities and
pipelines (Task 3).

Our recommendations for improvements to the water
distribution system, groundwater wells, imported
water connections, pump stations, storage facilities,
and treatment facilities, will consider cost
effectiveness for capital improvements and
minimizing annual operation and maintenance costs.

When evaluating improvements, and depending upon
the locations and general constraints, we will also
consider construction methodologies and innovative
technologies, installation methods (e.g., trenchless),
and materials that can or should be incorporated with
the recommended improvements. These
methodologies will be considered at a high planning
level with the assumption that further preliminary
design and planning analyses will be performed for
each improvement recommendation upon
implementation.

Task 4.1 - Prioritize and Rank CIP Projects
The list of improvements recommended from the
analyses conducted in Task 2.0 will be prioritized
based on the justification of the improvements
required to correct existing system capacity and
operational deficiencies, improvements required to
support future growth, meet water quality and
regulatory requirements, and maintain system
reliability. The improvements will be prioritized by
giving a ranking, or score of 1 to 5, according to
urgency or critical nature of the recommendation. The
list of projects from Task 2.0 will be part of the
20-year CIP planning horizon.

Based on the analysis in Task 3.0, we will determine
the need for replacing/upgrading the City’ aging water
infrastructure including pipelines, groundwater wells,
pump stations, reservoirs, pumps, motors, PRVs,
valves, generators, electrical equipment, etc. and
recommend a list of prioritized projects for
replacement. The projects will be prioritized according to a normalized risk score. For example, as we’ve
done for other agencies, a normalized risk score
above 70 is a high priority, between 60 to 70 would be
medium priority, and below 50 would be low priority.

The prioritize list of improvements from Task 2 and
Task 3 may include overlapping facilities or pipelines.

Therefore, the list of improvements will be considered
together to establish a comprehensive picture of
improvements based on system hydraulic needs and
a risk assessment of aging infrastructure. An overall
list of CIP projects with ranking recommended above
will be provided that includes a discussion initiation
trigger or justification for the improvement and
anticipated construction time.

RFP #4375 • Stantec 2022 | 48
Task 4.2 - Develop Cost Estimate
We will develop planning level unit cost estimates to
be used for the quantities determined for each CIP
project recommended in Tasks 4.1. The unit costs will
be based on total project estimates including design,
construction, construction management,
administrative/legal, and other contingencies. Our
Cost Estimator specialist will assist our team in
developing the unit costs to use for this project based on recent construction bids for similar construction in and around the City and tied to the latest ENR index.

Deliverables
We propose that draft report text, tables and
figures regarding the CIP analysis as discussed
above will be part of TM No 3, that covers the
asset management program and CIP tasks as
described below. TM No.3 will be written to
include draft report chapters as shown in the
table in Task 5.
Specifically, TM No. 3 will include the following:
Condition Assessment results from Task 3.1
Pipeline Replacement Prioritization results
from Task 3.2
Pipeline Prioritization Tool results from Task

3.3 Pipeline R&R Rate Analysis results from Task

3.4 Related to the Capital Improvement Program, the
TM No. 3 will include:
Description of the capacity-related
prioritization criteria and identify the criteria for
each CIP Project.
Description of the asset management
prioritization criteria and identify the criteria for
each CIP Project.
List of CIP Projects triggers.
A list of recommended pipe segments for
replacement, installation, or abandonment,
including location description, length,
proposed size, and cost estimate. Describe
the purpose of the replacement, installation,
or abandonment and the improvements they
would provide.
Recommended CIP Projects that include
new improvements, repairs/ rehabilitation/
replacement efforts, or other upgrades, for
the following water system facilities and its
components:
Groundwater wells
Booster pumping stations and pressure
reducing valves
Storage tanks
Import water connections
Treatment plant(s)
Emergency electrical generators
Renewable energy opportunities
Other system improvements (e.g., electrical
equipment, SCADA, metering program,
reconnect services to newer main,
interconnections).
New water supply/resource projects,
including conservation programs
The planning level cost estimates for each
CIP project, including design, construction,
construction management, administrative/legal,
and other contingencies.
Discussion on the recommended innovative
technologies, installation methods, and materials
that can be incorporated with the recommended
improvements.
Discussion on the needed policy changes to
effectively implement projects.
Coordination of the proposed water capital
improvement projects with other proposed
capital improvement projects to be implemented
within the City.
We will conduct two workshops (4 hours each)
with the City staff and two workshops (2 hours/
each) with the City’s Infrastructure and Natural
Resources Advisory Committee to discuss the
draft TM No. 3. We will finalize and resubmit
the Technical Memorandum addressing the
City’s comments (written and verbal comments
provided prior and during the workshops).

Task 5.0 - Preparation of Water
Master Plan Update Documents
Stantec will prepare a WMP Update Report that
summarizes the results of all tasks in a logical
manner and incorporates the completed technical
memoranda into chapters of the Report.

Before delivering the items to the City, we will perform routine and final review for quality assurance and
quality control, conformance, and integrity of the
submittal. We understand that The City will not accept
a submittal without our responsible personnel’s
signature to certify accuracy and completeness of the
submittal.

RFP #4375 • Stantec 2022 | 49
Task 5.1 - Draft WMP Update Report
We will prepare a draft WMP Update document to City
for review and comment. Our approach is to provide
technical memoranda that include draft chapters of
the report as the relevant tasks are completed, as
described for each task deliverable. Each technical
memoranda will have been submitted for review by
the City. Upon completion of the tasks and review
comments to the technical memoranda are provided,
we will compile the technical memoranda into a Draft
WMP Update Report. The Draft WMP Update Report
will include an executive summary, a CIP list, and all
appropriate exhibits, figures, tables, and text. The
Draft WMP Report will be submitted for the City’s
review and comments. We assume a two-week review
period.

Deliverables
Stantec will deliver an electronic copy of the
draft WMP Update (in Word and PDF) for the
City’s review. We will conduct a meeting (4
hours) with City staff to present and discuss the
recommendations.
We will incorporate the City’s comments (both
the written and verbal comments provided
before and during the review meeting) and
resubmit a final draft for the City’s review. Verbal
comments at the meeting will documented in our
meeting minutes to be circulated with attendees
to verify comments are interpreted correctly.

Task 5.2 - Final WMP Update Report
We will prepare the Final WMP Update documents
addressing City’s comments to the draft WMP Update.

The table on the following page shows a preliminary
table of contents for the final WMP Update Report
along with the associated technical memoranda that
will be prepared with the tasks as they are completed.

Deliverables
Consultant shall deliver the Final WMP Update
as follows:
Five (5) signed hard copies
An electronic pdf version
Original electronic files (Word, Excel, etc.) for
each complete document along with GIS/
AutoCAD/other files for exhibits.
InfoWater Pro configuration, input and export
files, and any other files needed to successfully
run the model
Asset management tool (software/
spreadsheet) and any files needed to
successfully utilize the tool.

Chapter Description Technical
Memoranda
Executive Summary
1 Introduction Proposed TM 1
Includes RFP TM:
Data Collection
TM
Water Demand
Projections TM
Water Supply
and System
Description TM
2 Study Area and Land Use
3 Demand Projections
Historical and Current
Water Use
Population Projections
Land Use Duty Factors
Drought Regulations and
Water
Conservation Program
4 Existing Distribution System
5 Water Quality
6 Planning and Evaluation Criteria
Duty and Peaking Factors
Distribution System
Criteria
Storage Criteria
Proposed TM 2
Includes RFP TM:
Model
Development
and Calibration
TM
Water System
Evaluations TM
Water Planning
Scenarios TM
7 Model Development and
Calibration
Model Updates and
Model Calibration
Required Analyses
Reliability Analysis
Pressure Zone Analysis
Storage Requirements
Analysis
8 Water System Evaluation
Existing System Analyses
Near-Term and Ultimate
System Analyses
Planning Scenario
Analyses
9 Asset Management Program
Condition Assessment
Pipeline Rehab &
Replacement (R&R)
Prioritization
Proposed TM 3
Includes RFP TM:
Condition
Assessment
TM
Pipeline
Replacement
TM
CIP TM
10 Capital Improvement Program
(CIP)
CIP Projects
Financial Plan

WATER SYSTEM MASTER PLAN TABLE OF CONTENTS
RFP #4375 • Stantec 2022 | 50
Task 6.0 - Water Rate Study
We understand the City’s objectives to prepare
multi-year financial plans (5-year and 10 year), to
update its water rates with a cost-of-service analysis
that reflects appropriate allocation of cost
components by customer class in accordance with
nationally recognized best practices while complying
with known requirements specific to California’s
Proposition 218. This study will also provide an
opportunity to analyze and present alternative rate
structures to City staff and the Ad Hoc Committee
and to recommend potential rate structure changes, if
determined to be appropriate.

Our approach to completing this study will be focused
on an interactive decision support process. While our
team will facilitate all aspects of the study, provide
industry expertise and specific recommendations, we
believe that input from the City (both staff and
Council), and the Ad Hoc Committee, will be essential
to the process. It is vital for the study to reflect the unique nature and specific needs of the City. Our
interactive process effectively facilitates this input in an efficient manner while providing transparency and
ultimately a comprehensive look at our clients’ utility systems.

From our experience with the City of Fullerton’s prior
water rate study, we are keenly aware of the
importance of capital improvement project (CIP)
decisions and the resulting rate impacts of those
decisions. These projects may include but will not be
limited to the continuation of the progress made by
the City towards ramping up pipeline repair and
replacement projects.

We understand this ramp-up is consistent with the
goals established and decisions made during the last
rate study, and we commend the City’s follow through
to reach those goals, and to document the pipeline
replacement process and financial performance in
annual reports, as requested by the City Council
during the last study. We are also aware of additional
related capital improvement projects, including
continued water main replacement and potential
PFAS mitigation projects, which will be analyzed as
part of the result of the Water Master Plan (WMP)
analysis, and which may require further costly
investments.

Although the water rate study is scheduled to begin
after completion of the WMP , due to our familiarity
with the existing model and given the importance of
the CIP project selection and timing, we suggest that
we update the model and prepare the Revenue
Sufficiency Analysis ahead of the rest of the rate
study tasks. This will allow the model to be used to
determine the relative rate impacts as various CIP
alternatives are considered as part of the WMP
analysis.

We have additionally suggested several optional
subtasks including a survey of water rates of
surrounding communities and an expanded Public
Outreach process by our proposed subconsultant, CV
Strategies. CV Strategies has provided a range of
rates related outreach services for approximately 45
clients in California, and Stantec has worked with CV
Strategies on four of these efforts (one is on-going).

CV Strategies services include, among others,
preparation of mandatory Proposition 218 rate
notifications and assistance with public outreach
meetings.

Water Rate Study Workflow
RFP #4375 • Stantec 2022 | 51
We will comply with the City’s intent to have a
designated single point of contact with the overall
Project Manager for the WMP and Water Rate Study
and will run all decision making and client contact
through the designated Project Manager as directed
by city staff. However, due to the magnitude of the
rate study work and the timing of the studies, we
anticipate the need for frequent communication
between the overall Project Manager and the Water
Rate Study Task Manager. We also suggest that a
separate on-site kick-off meeting focusing on the
Water Rate Study will be necessary and beneficial. We
propose the following subtasks:
Prepare a preliminary work plan, timeline for
subtask completion, and initial data request
prior to a dedicated Water Rate Study kick-off
meeting.
Water Rate Study Task Manager to prepare and
attend an on-site meeting with City of Fullerton
staff to review project objectives, schedule, key
issues, approach, and available data.
Provide ongoing Task Management
communication with designated Project
Manager.

Task 6.1 - Review Background Information
We will review key background information for the
water system, including but not limited to:
Regulatory requirements, bond covenants, and
other contractual requirements and operations.
Historical revenues, operating expenses, debt
service requirements, reserve policies, billing
and collection procedure, approved rates and
charges, customer information, and usage data.
Sources of supply, current system facilities, and
the most current proposed CIP .
The water utility’s projected revenues, operating
expenses, debt services, and other funding
requirements.

Our proposed budget assumes that revenue, budget,
CIP , and billing data will be available in readily
manipulable formats such as Excel.

Task 6.2 - Revenue Sufficiency Analysis (RSA)
Using our Financial Analysis and Management
System (FAMS) model, Excel version, we will develop
a 5-year and a 10-year financial forecasting model for
the Water utility to determine the level of annual rate revenue required to satisfy projected annual operating
costs, debt service expenses, and capital cost
requirements while maintaining adequate reserves.

The Consultant shall evaluate the sufficiency of the
water utility’s rate revenues to meet its current and
projected financial requirements over a 10-year
projection period and determine the level of rate
revenue adjustments necessary over the next five
years to provide sufficient revenues to fund cost
requirements.

We shall review the input data and key assumptions
with City staff in an on-site meeting during the RSA.

We will also consider and discuss known alternative
capital spending scenarios (which are proposed to
address the frequency of water main breaks and
conditions of the City’s well, pump stations, and
reservoirs). As noted in the approach, above, we
suggest that we update the model with the latest
financial data significantly in advance of the cost-of- service analysis to facilitate rates impact
assessments of various capital improvement plan
costs and provide input to the Master Plan analysis.

We will also, at the appropriate stage and time,
prepare and present capital scenario analyses at one
of the on-site meetings with the Ad Hoc Rates
Committee (See Task 6.6).

Rate Model
The following figure illustrates an example of one of
our model’s outputs, including showing the use of
various revenue sources for capital improvement plan
funding (see bottom three graphs).

RFP #4375 • Stantec 2022 | 52
As with the prior study, we will provide the City with a user-friendly Microsoft Excel version of the FAMS
financial planning model that is developed during the
study that can be used by staff to track actual results against projected results. We can set up the model to
protect cells that should not be altered.

We will prepare a customized user manual for the
water rate model, and we will provide an on-site
training session for staff to ensure the future
beneficial use of the model by the City. The user
manual will present the purpose and important
features of the model, describe how to update each
input area, and identify areas within the model that
are dependent upon or linked to each tab.

We do require that the City sign a usage and non-
disclosure agreement for use of our modeling tool.

Alternatively, we can provide access to a cloud based
online version of FAMS. The cloud-based version
includes internet security features, is based on an
annual subscription, and is subject to a separate
agreement. More information can be provided as
requested.

Task 6.3 - Cost of Service Analysis (COSA)
The purpose of a Cost-of-Service Analysis (COSA) is
to determine the cost of providing water services so
that the revenue requirements of the utility may be
equitably collected through rates. Using the revenue
requirements from the RSA, we will perform a detailed
COSA based upon principles outlined by the AWWA
Manual M1: Principles of Water Rates, Fees, and
Charges and other generally accepted industry
practices to determine the proper distribution of costs and corresponding revenue requirements for the
water system. We will also work with the City Attorney
or other counsel designated by the city to receive their review of our approach in light of any recent or new
Proposition 218-related litigation that may arise.

The COSA will include:
Allocating costs to specific activities/functions
(cost components)
Allocating the costs of each function to specific
system parameters and to each customer class
Calculating unit costs (e.g., cost per meter, cost
per unit of water)
Crediting or allocating non-rate revenues as
available and appropriate based on AWWA
guidelines and in accordance with Proposition
218 practices
The following figure graphically demonstrates the
types of functions and cost components typically
found in a water supply and distribution system.

RFP #4375 • Stantec 2022 | 53
Task 6.4 - Rate Structure Analysis and Design
During the prior study, we worked with City staff to
eliminate unnecessary rate classes, tie the tiered
rates to cost of supply, and create a pass-through
rates adjustment mechanism for purchased water
cost increases. As part of this study, we will revisit
those prior adjustments with staff to determine if the
changes worked out as intended or if further
modifications are indicated. We will also analyze and
prepare up to three different rate structures. All rate structures considered will be analyzed based on the
following considerations and must:
Fairly and equitably recover costs through rates
Conform to accepted industry practice and legal
requirements
Provide fiscal stability and recovery of fixed
costs of the system
Due to the special data requirements and complexity
of the approach, we will not include a water budget-
based rate structure as one of the three alternative
rate structures (An analysis of a water budget-based
rate structure can be provided for additional scope
and budget).

Using historical billing history data loaded into our
FAMS Excel-based model and after conducting a
revenue test to assure accuracy of the billing data, we will additionally run the alternative rate structures
through the financial model to reflect and compare:
Recovery of costs by fixed monthly charges
Encouragement of conservation during drought
conditions (to the extend allowed under
Proposition 218)
Rates by customer class compared to existing
rates
We will discuss the rate structure analysis and design
in two interactive work sessions. We assume for
budget efficiency that these sessions will be held
virtually. The first work session will be used to review preliminary results and receive comments back from
City staff. The second work session will be used to
review any adjusted results from the feedback on the
first work session and to prepare for the rate design
discussion with the Ad Hoc Rates Committee.

RFP #4375 • Stantec 2022 | 54
Task 6.5 - Recommend Changes to the Existing
Water Rate Structure
All rate structure recommendations will be tested
using the 10-year financial model to consider the
effects on current and future operations and
maintenance costs, projected demands, water supply,
and capital improvement requirements. We are
accustomed to the City’s existing water billing system
and will additionally consider its abilities and
constraints to implement any changes in the
suggested rate structure.

We will recommend changes to the current rate
structure if indicated by our analysis and after review and consultation with City staff that such changes
would be beneficial in better meeting the needs to
fund capital improvements, to meet operating
requirements and regulatory obligations, and to
achieve desired reserve funding levels.

Task 6.6 - Presentations
In addition to the two on-site meetings with City staff, we shall present information at workshop meetings (8
workshops at 2 hours/each) with City staff and the Ad
Hoc Committee.

We will also provide training on-site model training
(one session at 4 hours) to City staff.

Upon completion of the draft report, we shall be
prepared to attend and present the results of the
Water Rate Study to the City Council and residents at
up to three City Council meetings (3 meetings at
estimated 4 hours/each), including the Proposition
218 Public Hearing.

Task 6.7 - Draft and Final Water Rate Study
Report
The rate study will provide both as a means of
transparent communication and as a document of
record in compliance with Proposition 218.

We will first prepare a draft water rate study for review and comment by City staff, including the City
Attorney. The draft study will describe all of the data, inputs and considerations, and present the suggested
rate structure and a five-year schedule of rates. We
will conduct an interactive virtual meeting with City
staff to present the draft report and to discuss its
recommendations.

After receiving review and comments on the draft rate
study, we will prepare a Final Draft Report. We will
provide the Final Draft Report to City staff for
additional review, if needed. We will incorporate any
additional comments and edits into a Final Water Rate
Study Report. We will also prepare a summary
presentation for the City Council based on the Final
Report.

Deliverables
Five (5) signed hard copies.
An electronic pdf version
As per the City’s request, the draft report and final
Deliverables shall be made available in Word, Excel,
and PDF file formats. Word and Excel formats shall be
editable by City Staff as requested; however, we
respectfully request that no substantive changes be
made to any of the documents without first alerting
us to those changes.

Task 6.8 - Comparative Rate Survey
(Optional Task)
Although rate setting is based on each community’s
specific policies, costs of water supply and capital
improvement needs, we find that many City Councils
appreciate having an awareness of proposed rate
increases relative to other surrounding cities.

Consequently, we often prepare a comparative rate
survey. We suggest for the City’s consideration that
we conduct survey of residential rates for up to 10
surrounding communities. The results of the rate
survey will be summarized graphically and discussed
during one of the virtual interactive meetings with City staff already planned for Task 6.4.

Task 6.9 - Preparation of Proposition 218
Notifications and Public Outreach
(Optional Task)
We often collaborate with CV Strategies for the design
and preparation of Proposition 218 notices and for
additional public outreach meetings as needed. CV
Strategies can design and prepare Proposition 218
notices, including translation services and printing/
folding/mailing services as needed (mailing lists and
postage to be provided by the City), in a visually
pleasing and particularly effective and efficient way.

The firm’s highly experienced staff are also excellent
at preparing outreach materials in a variety of media
and formats and at presenting rate information in
public meetings.

RFP #4375 • Stantec 2022 | 55
Schedule
ID Task Name
1 Task 1 Project Management and Meetings
2 Project Schedule and Status Reports
3 Kick-off Meeting
4 Monthly Progress Meetings
6 Task 2 Water System Analysis and Evaluation
7 2.1 Data Collection, Review, and Analysis
8 Prepare Data Collection TM 1
9 2.2 Existing Water Supply and System Description
10 Water Supply Sources and Contractual Framework
11 Treatment and Distribution System Descriptions
12 Prepare Water Supply, Quality and System Description TM 1 13 2.3 Water Quality
14 Drinking Water Regulations and Emerging Contaminants 15 Water Quality and Regulatory Constraint Scenarios
16 2.4 Water Demand Projections
17 Water Conservations Impacts and Requirements
18 Water Demand Estimates and Demand Factors
19 Water Usage Patterns and Peaking
20 Prepare Water Demand Projections TM 1
21 Submit TM 1 to the City
22 2.5 Hydraulic Model Development and Calibration
23 Model Creation, Demands and Controls
24 Model Development and Controls Workshop
25 Field Flow Testing Plan and Hydrant Testing ( pushed out to July) 26 Preliminary Calibration Workshop
27 Calibrate Model
28 Calibration Workshop
29 2.5a Water Facility Elevation Survey (Optional)
30 Prepare Model Development and Calibration TM 2
31 2.6 Water System Evaluation
32 Existing System Analyses
33 Near-Term and Ultimate Analyses
34 System Improvement Alternatives
35 Evaluation Workshop
36 Prepare Water System Evaluations TM 2
37 2.7 Water Planning Scenarios - Additional Evaluations 38 Scenario 1 - Groundwater BPP Scenarios
39 Scenario 2 - Well Pump and PRV Efficiency Scenarios
40 Scenario 3 - Water Age Analyses
41 Prepare Water Planning Scenarios TM 2
10/4
11/11
1/17
8/14
9/19
11/14
Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Qtr 4, 2022 Qtr 1, 2023 Qtr 2, 2023 Qtr 3, 2023 Qtr 4, 2023 Qtr 1, 2024 Qtr 2, 2024 Qtr 3, 2024 Qtr 4, 2024 Qtr 1, 2025 Qtr 2, 2025 Qtr 3, 2025 City of Fullerton
Water Master Plan and Rate Study
Proposed Project Schedule
We have prepared a preliminary schedule, which will be reviewed and updated at the kick-off meeting and the duration of the project, as necessary to reflect schedule changes.

We are proposing Fire Flow Testing to be pushed out to July, to capture true max day demands in the system. This is typical industry practice, as high water demand is observed during summer months.

Note that this pushes out our schedule about six months out. If this schedule does not meet City’s goals, we will discuss other options with the City.

RFP #4375 • Stantec 2022 | 56
ID Task Name
42 Submit TM 2 to the City
43 Task 3 Asset Management Program
44 3.1 Assessment and Prioritization of Above-Ground/Vertical Assets 45 Prepare Condition Assessment TM 3
46 3.2 Pipeline Replacement Prioritization
47 Prepare Pipeline Replacement TM 3
48 3.3 Pipeline Prioritization Tool
49 3.4 Pipeline R&R Rate Analysis
50 Task 4 Capital Improvement Program
51 4.1 Prioritize and Rank CIP Projects
52 4.2 Develop Cost Estimate
53 Prepare CIP TM 3
54 Submit TM 3 to the City
55 Task 5 Preparation of Water Master Plan Update Documents 56 5.1 Draft WMP Update Report
57 City Review of Draft WMP Update Report
58 5.2 Final WMP Update Report
59 Task 6 Water Rate Study
60 6.1 Review Background Information
61 6.2 Revenue Sufficiency Analysis (RSA)
62 6.3 Cost-of-Service Analysis (COSA)
63 6.4 Rate Structure Analysis and Design
64 6.5 Recommend Changes to the Existing Water Rate Structure 65 6.6 Presentations
66 6.7 Draft and Final Water Rate study Report
67 Prepare Draft Water Rate Study
68 City Review of Draft Water Rate Study
69 Final Water Rate Study
1/18
2/8
Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Qtr 4, 2022 Qtr 1, 2023 Qtr 2, 2023 Qtr 3, 2023 Qtr 4, 2023 Qtr 1, 2024 Qtr 2, 2024 Qtr 3, 2024 Qtr 4, 2024 Qtr 1, 2025 Qtr 2, 2025 Qtr 3, 2025 City of Fullerton
Water Master Plan and Rate Study
Proposed Project Schedule
RFP #4375 • Stantec 2022 | 57
On-Call Task Orders
What Happens: Stantec’s management team meets to plan
response.

Response: Begin preparing proposal.

Leads: Technical lead for project is assigned, resourcing for support services assembled from our pool of staff.

Support Team: Technical team is assembled to prepare scope, delivery details, resource requirement, and consulting cost estimate.

Deliverable: Proposal response is submitted to the City for review and evaluation.

Below is a process flow diagram that represents how the evolution for each task order evolves from competitive
solicitation by the City staff through selection, and delivery of a successful project assignment. This is based on our
understanding of having supported the City through previous contract mechanisms including several on-call contracts. The image to the right depicts how we view our team articulating and delivering a typical task order such that the project is ready for each of the necessary City gate reviews.

How Our Organization
Functions for this Task Order
Contract
Stantec Prepares Response to Task Order
Request
1 2 3
4 5
6 2
Request for Technical Services Support
What Happens: Stantec project manager
assembles the team and holds a kick-off
meeting.

Response: Project Management Plan (PMP) is
prepared to provide clarity of assignments and
milestone activities are confirmed.

Leads: Stantec project manager provides
direction to the team and specific individuals,
then issues the project delivery schedule.

Support Team: Agree to assignments and schedule of deliverables.

Deliverable: Kickoff meeting. PMP including deliverable schedule and risk matrix and documents required for City review process.
1 What Happens: The City issues a RFP to selected teams from the qualified consultant list.

Response: Team leadership reviews the RFP .

Leads: Jeff Dunn assembles the necessary technical
resources to prepare a response to scope, delivery
schedule, and cost of services.

Support Team: Technical leads and management
teams, including selected specialty subs, prepare
response content.

Deliverable: Commitment to respond is made by
Jeff Dunn.

The Delivery Process of Each Task Order
What Happens: Stantec project manager informs technical team to begin work.

Response: Technical team begins work. This work will vary project to project and will follow the technical guidance of the PM.

Leads: Active participation creating technical documents and collaborating with the City for input.

Support Team: Perform functional roles under the guidance of the PM in delivering discipline work products.

Deliverable: All milestone work products as defined in the PMP agreed upon scope of work.
5 Task Order Team Mobilization 4
Stantec’s Collaborative Team Process and Proven Approach to Respond and Deliver High Quality Task Order Projects. A consistent and thorough approach, led by our project leadership, will help ensure the highest technical quality, cost adherence, and on time execution.

Task Order Development
Kickoff Meeting
Information Collection
Stantec Project Development
City Review Deliverable
City Comment Review Meeting
Project Closeout
Stantec Comment
Incorporation and Project
Development
Deliverable
Repeat process for
additional deliverables
Notice to
Proceed
Final
Deliverable
Next Deliverable
Selection and Negotiation3
What Happens: The City selects the Stantec team.

Response: Assemble project leads for negotiation
with the City.

Leads: Confirm scope and pricing. Prepare the
necessary documentation for the negotiation
meeting.

Support Team: Support technical and logistical
needs of project manager.

Deliverable: Fully executed agreement with the City
defining project scope, schedule, and budget.

Task Order Completion, Closeout, and the
City of Fullerton Hand Over
6 What Happens: Following 100% submittal and
review project closeout begins. The City signs
off.

Response: Prepare final deliverables and
invoices.

Leads: Final reviews by PM and QC team.

Support Team: Complete open issues
between 90% and final project documents.

Deliverable: 100% project documents, final invoice, definition of additional scope if necessary.

ON TIME

ON BUDGET

QUALITY
RISK
Jeff Dunn
Project Manager
Jim Cathcart
Technical Advisor
Adelina Pirijanyan
Planning Lead
Figure 1. Task Order Approach
Jeff Dunn
Project Manager
Jim Cathcart
Technical Advisor
Jeff Dunn
Project Manager
Jeff Dunn
Project Manager
Adelina Pirijanyan
Planing Lead

SCHEDULE
Scheduled meeting(s)/workshops/or presentation(s).

Deliverables - One or more products produced and/or submitted for review.

Task 1 2 3 4 5 6 7 8 9 10 11 12

1.0 Identify and Map Defense Community Resilient Risks

1.1 Kick-off Meeting

1.2 Meeting No. 1 Survey and ID Critical Systems and Assets

1.3 Map Out Existing Responsibilities and Capabilities

2.0 Identify and Assess Natural and Man made Threats

2.1 Meeting No. 2 Survey Vulnerabilities

2.2 Research probability of Threats

2.3 Map Relative Threats

3.0 Understand and Assess Impacts and Consequences of Identified Vulnerabilities

3.1 Meeting No. 3 Survey Consequences

3.2 Determine Risks (Consequences X Probability

3.3 Map Priority Risks

4.0 Map-Out Defense Community Existing Responsibilities and Capabilities

4.1 Meeting No. 4 Survey Responsibilities and Capabilities

4.2 Survey and Map Public Sector Capabilities

4.3 Survey and Map Private Sector Capabilities

4.4 Survey and Map NAWS Installation Capabilities

5.0 Make Recommendations for Resiliency Implementation Activities

5.1 Meeting 5 Facilitate Resilient Solutions

5.2 Breakout Session 5a - Non-Structural Resiliency Action Development

5.3 Breakout Session 5b Structural Resiliency Action Development

5.4 Present survey/interview results/analysis to Tech and Policy Committees for input/feedback

5.5 Water Implementation Action Plan

5.6 Session 5c - Financing Implementation Action Plan

5.7 Final Review - Draft Resilience Study Report and Action Plan

5.8 Finalize Resiliency Study/Risk Assessment for China Lake, Ridgecrest and Surrounding Areas Final Resiliency Study to be submitted prior to Jan 29, 2022.

Stantec Consulting Services Inc.|City of Ridgecrest - Military Installation Resiliency Study/Risk Assessment | 26 Section 5
Work Samples
Section 5
Work Samples
4—Required Proposal Content

1. Provide samples of work, queries, and reports from other related projects16.

1. Provide samples of ongoing support and service agreements.17.

RFP #4375 • Stantec 2022 | 58
WORK
SAMPLES5
We have also provided a copy of the Manhattan Beach Water Master Plan and the City of Orange Water Master Plan on the USB provided with this proposal.

We have provided electronic copies (PDF format) of the following Asset Management Plans and Water Rate Studies on the USB provided as per the RFP requirements:

1. Asset Management Plan - City of San Diego

2. Asset Management Plan - Norfolk County Facilities

3. City of Fullerton 2019 Water Rate Study

4. Whittier Utility Authority Water Rate and Fee Study

PROJECT FEATURES

PROJECT

SOUTHERN CALIFORNIA

HYDRAULIC MODELING
GIS

PLANNING STUDIES

TECHNICAL MEMORANDUM

EXISTING AND PROPOSED

CONDITIONS REVIEW
QA/QC

ON-CALL
EMWD Hydraulic Modeling and Flow Testing and Facilities Planning On-Call, Perris, CA       IRWD On-Call Planning and Modeling, Irvine, CA        IEUA On-Call Modeling, Inland Empire, CA       
City of Ontario On-Call Modeling        
LADWP On-Call     
OCWD On-Call Hydraulic Modeling Services, Orange County, CA         For more information on Water
Resources Planning scan here:

The following table represents our ongoing support and service agreements.

For more information on Asset
Management scan here:

Section 6
Fee Proposal
Section 6
Fee Proposal
4—Required Proposal Content

1. Submit a Fee Proposal in a separate sealed envelope that includes a clear breakdown for preparation of the WMP & WRS.

18. 1. Provide an hourly rate schedule for the on-call services.19.

RFP #4375 • Stantec 2022 | 59
FEE
PROPOSAL6
We have provided the Fee Proposal and hourly rate schedule for the on-call services in a separate envelope as per the RFP requirements.

Section 7
Required Forms
Section 7
Required Forms
4—Required Proposal Content
Attachment A: Non-Collusion Affidavit
Attachment B: Special Provisions
Attachment C: Exceptions
RFP #4375 • Stantec 2022 | 60

REQUIRED
FORMS7
Attachment A: Non-Collusion AffidavitATTACHMENT A: NON-COLUSION AFFIDAVIT Note: To be executed by Proposer and submitted with proposal.

State of
(the State of the place of business)
County of
(the County of the place of business)
, being first duly sworn, deposes and
(name of the person signing this form)
says that he/she is of
(title of the person signing this form)
, the party making the foregoing bid
(name of bidding company)
that such bid is not made in the interest of or on the behalf of any undisclosed person, partnership, company, association, organization or corporation; that such bid is genuine and not collusive or sham; that said bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid and has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that said bidder has not in any manner directly or indirectly sought by agreement, communication, or conference with anyone to fix the bid price of said bidder or of any other bidder or to fix any overhead profit, or cost element of such bid price, or of that of any other bidder, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in such bid are true, and further, that said bidder has not directly or indirectly submitted his bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid and will not pay any fee in connection therewith, to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof, or to any other individual except to any person or persons as have a partnership or other financial interest with said bidder in the general business By: ______________________________
(signature)
Printed Name: ______________________________
(name of the person signing this form)
Title: ______________________________
(title of the person signing this form)
California
Orange
Jeff Dunn
Project Manager
Stantec Consulting Services Inc.

Jeff Dunn, PE
Project Manager

RFP #4375 • Stantec 2022 | 61
Attachment B: Special Provisions
17 ATTACHMENT B: SPECIAL PROVISIONS
All items below apply to this bid proposal:

Hold Harmless and Indemnification: The successful bidder hereby agrees to indemnify, defend, and hold harmless City (including its officials, officers, agents, employees, and representatives) from and against any and all claims of any kind or nature presented against City arising out of vendor's (including vendor's employees, representatives, and subcontractor ) performance under this agreement, excepting only such claims, costs or liability which may arise out of the sole negligence or willful misconduct of City.

Insurance Provisions: Unless otherwise stated in the RFP specifications, the following insurance requirements apply:

1. Comprehensive General Liability Insurance: (include products liability) $1,000,000 per occurrence.

2. Auto Liability Insurance: $1,000,000 per occurrence, combined single limit (CSL).

3. Workers' Compensation Insurance: as required by State statutes.

4. Employer’s Liability Insurance: $1,000,000 per accident; $1,000,000 policy limit for disease.

5. Professional Liability Insurance: $1,000,000

6. All policies of insurance must provide for a minimum of thirty (30) days written notice of any change or cancellation of the policy.

7. Insurance policies to be in a form ad written through companies acceptable to City; and must include those endorsements which are necessary to extend coverage which is appropriate to the nature of the agreement.

Affirmative Action: The successful bidder hereby agrees to comply with Title VII of the Civil Right Act of 1964, as amended, the Civil Rights Act of 1992, and all federal, state, and municipal laws and regulations pertaining thereto, in support of Affirmative Action:

Certified to above - FIRM:

SIGNATURE:

PRINT NAME:

TITLE:

Stantec Consulting Services Inc.

Jeff Dunn, PE
Project Manager

RFP #4375 • Stantec 2022 | 62
Attachment C: Exceptions
18 ATTACHMENT C: EXCEPTIONS
If your company is taking exception to any of the specifications, terms or conditions (including insurance, indemnification and/or proposed contract language) stated in this Request for Proposal, please indicate below and describe details: (check any that apply).

No exceptions taken
Exception taken to the scope of work or specifications
Exception taken to indemnification and insurance requirements Exception to proposed contract language
Other
Please explain any of the checked items:

PROPOSING FIRM: DATE:

BUSINESS ADDRESS :

SIGNATURE OF REPRESENTATIVE:

BY: TITLE:

INSTRUCTION REGARDING SIGNATURE: If bidder is an individual, state "Sole Owner" after signature. If bidder is a partnership, signature must be by a general partner, so stated after "Title".

Names of all other partners and their business addresses must be shown below. If bidder is a corporation, signature must be by an authorized officer, so stated after "Title", and the names of the President and Secretary and their business addresses must be shown below:

Stantec Consulting Services Inc. July 6, 2022
38 Technology Drive, Irvine, CA 92618
Jeff Dunn, PE Senior Associate
x
Gord Johnston, President
Christopher Heisler, Secretary
10220 103 Ave. NW, Suite 400, Edmonton, AB
T5J 0K4, Canada
10220 103 Ave. NW, Suite 400, Edmonton, AB
T5J 0K4, Canada
stantec.com
Stantec Consulting Services Inc.
38 Technology Drive Suite 200, Irvine CA 92618-5310

August 31, 2022

Attention: Gar Huang
City of Fullerton, Public Works, Water Engineering
303 W. Commonwealth Avenue
Fullerton, CA 92832-1775
Reference: FEE PROPOSAL – UPDATED – RFP #4375 Water Master Plan Update and On-Call Services
Dear Gar,
Per our discussions regarding assumptions to the scope of services proposed for this project, we are submitting an updated fee proposal. The attached fee table shows the updated hours with their hourly rates for each of our team members proposed to work in this project, broken down by task item. Our total ba se fee proposed for the project is a not-to-exceed labor and direct costs of $ 835,022 and summarized below.

Water Master Plan (WMP) Update $ 639,339
Water Rate Study (WRS) $ 163,926
Total Base Fees $ 803,265
OPTIONAL Water Facility Elevation Survey $ 26,418
Total with Optional Survey Services $ 829,683
Our fee is based on updated assumptions specifically related to the approach to the asset management tasks and the optional water facility elevation survey task. The primary assumptions for this update are listed below.
• We assume much of the necessary data and information can be provided by the City’s operation staff related to the condition of the reservoirs and pump stations. We assume approximately 1 hour site visits to each of the reservoir and pump station facilities. • Asset management activities can be performed more efficiently based on our discussions regarding the quality of the GIS data. We assume our data analysis and reporting efforts can be combined along with combing discussions and workshops with the City to review and present the data. • The water facility elevation survey task is assumed to be conducted during the model calibration and that only the facilities that show a discrepancy in calibration or indicate an erroneous elevation will be surveyed. We assume approximately 16 facilities will require survey.

August 31, 2022
Gar Huang

Page 2 of 2 ends

Reference: FEE PROPOSAL – UPDATED – RFP #4375 Water Master Plan Update and On-Call Services

Additionally, fees and contract terms related to the On-Call Services scope of work is not changed and remains as originally proposed. Our proposal is valid for a period of 180 days from the data of this submittal. All information submitted with this proposal is true and correct.

If you have any questions or wish to discuss the information presented, please contact Jeff Dunn at the number below. Jeff Dunn is authorized to bind this contract.

Regards,
Stantec Consulting Services Inc.

Jeff Dunn PE
Project, Manager
Phone: 949 521 3110
[email protected]

Attachment: Hourly Labor and Task Breakdown, Hourly Rate Schedule

QA/QC / Technical
Advisor
Project Manager
Planning Lead
Hydraulic Modeling Hydraulic
Modeling/Planning
Support
Water Quality
GIS Analyst
Cost Estimator
Field Engineer -
Condition Assessment
Asset Management
Lead
Asset Management
Specialist Condtion Assessment
Specialist Asset Managemet
Technology Lead
Asset Managemet
Technology Specialist
Asset Managemet
Technology QA/QC Rate Study Lead Rate Study Technical Advisor
Rate Study Support Rate Study Support
Administration Survey Manager/CIP
Review
Survey/CIP Review 2-Person Survey Crew Expenses and ODC CV Strategies So Cal FlowTesting
Name Cathcart,
Jim
Dunn,
Jeff
Pirijanyan,
Adelina
McKenzie,
Fletcher
Carrillo,
Roxana
Hadacek,
Tyler
Wilson,
Todd
Loucks,
James
Engineer -
Condition
Assessment
Alfaqih,
Laith
Omundsen,
Craig Alavi, Ali Hale,
James
Price,
Lance
Faust,
Nick
Stewart,
Benjamin
Van Etten,
Sally
Napoli,
Peter
Khan,
Loriza
Woodward,
Connie
Sebourn,
Greg
Wheeler,
Sam
Project Billing Rate $262 $253 $237 $209 $190 $226 $177 $253 $226 $253 $226 $261 $237 $177 $160 $237 $262 $200 $171 $142 $237 $209 $290 Hours 50 340 524 394 704 56 102 40 148 148 112 22 25 124 54 245 35 125 179 65 8 8 0 Fee $13,100 $86,020 $124,188 $82,346 $133,760 $12,656 $18,054 $10,120 $33,448 $37,44 4 $25,312 $5,742 $5,925 $21,948 $8, 640 $58,065 $9,170 $25,000 $30 ,609 $9,230 $1,896 $1,672 $0 $11,920 $30,000 $7,000 Task Task Name Hours Labor Expense Subs Total
TASK 1 Project Management and Meetings 156 88 32 20 12 12 320 $76,560 $76,560

1.1 Project Schedule and Status Reports 54 54 $13,662 $13,662

1.2 Project Meetings 102 88 32 20 12 12 266 $62,898 $62,898 TASK 2 Water System Analysis and Evaluation 16 74 254 338 432 56 50 0 0 0 0 0 0 0 0 0 0 0 0 22 0 0 0 7,000 1,242 $260,464 $7,000 $267,464

2.1 Data Collection, Review, and Analysis 28 2 1 8 4 4 38 $7,852 $7,852

2.2 Existing Water Supply and System Description 2 4 20 28 2 56 $12,048 $12,048

2.3 Water Quality 28 8 2 2 40 $8,894 $8,894

2.4 Water Demand Projections 2 18 72 92 $18,452 $18,452 Prepare TM No. 1 6 8 26 48 24 16 10 138 $28,554 $28,554

2.5 Hydraulic Model Development and Calibration 20 44 100 74 7,000 238 $50,448 $7,000 $57,448 Three Workshops 66 66 24 $5,334 $5,334

2.6 Water System Evaluation 4 36 80 38 158 $33,484 $33,484 One Workshops 22 22 8 $1,778 $1,778

2.7 Water Planning Scenarios - Additional Evaluations 6 40 72 32 2 152 $32,578 $32,578 Prepare TM No. 2 8 18 46 76 106 2 30 12 298 $61,042 $61,042 TASK 3 Asset Management Program 2 14 18 24 108 88 72 22 25 124 54 551 $118,091 $118,091

3.1 Assessment and Prioritization of Above-Ground/Vertical Assets 2 6 6 108 122 $27,872 $27,872

3.2 Pipeline Replacement Prioritization 34 36 10 10 10 100 $22,718 $22,718

3.3 Pipeline Prioritization Tool 34 36 25 94 20 209 $42,501 $42,501

3.4 Pipeline R&R Rate Analysis 8 12 24 20 12 20 24 120 $25,000 $25,000 TASK 4 Capital Improvement Program 16 52 100 128 12 40 40 48 28 8 8 480 $108,692 $108,692

4.1 Prioritize and Rank CIP Projects 8 20 38 40 24 130 $29,834 $29,834

4.2 Develop Cost Estimate 2 8 8 40 32 90 $20,140 $20,140 Prepare TM No. 3 62 4 5 4 4 8 1 28 40 24 28 8 8 260 $58,718 $58,718 TASK 5 Preparation of Water Master Plan Update Documents 16 44 64 24 100 40 32 2,400 320 $66,132 $2,400 $68,532

5.1 Draft WMP Update Report 8 28 36 16 60 24 16 1,200 188 $38,976 $1,200 $40,176

5.2 Final WMP Update Report 8 16 28 8 40 16 16 1,200 132 $27,156 $1,200 $28,356 TASK 6 Water Rate Study 245 35 125 179 11 9,520 30,000 595 $124,406 $9,520 $30,000 $163,926

6.1 Review Background Information 46 10 $2,148 $2,148

6.2 Revenue Sufficiency Analysis (RSA) 31 5 33 64 2 2,000 135 $26,485 $2,000 $28,485

6.3 Cost-of-Service Analysis (COSA) 29 4 24 41 2,000 98 $19,732 $2,000 $21,732

6.4 Rate Structure Analysis and Design 37 10 20 2 4,000 69 $15,673 $4,000 $19,673

6.5 Recommend Changes to the Existing Water Rate Structure 2 2 6 2 4,000 12 $2,540 $4,000 $6,540

6.6 Presentations 114 6 16 30 5 14,000 171 $37,630 $14,000 $51,630

6.7 Draft and Final Water Rate Study Report 28 8 20 42 2 9,520 4,000 100 $20,198 $9,520 $4,000 $33,718 2,913 $629,939 $2,400 $7,000 $639,339
595 $124,406 $9,520 $30,000 $163,926
3,508 754,345 11,920 37,000 803,265
Optional Services

2.5a Water Facility Elevation Survey 22 6 85 8 3 2 1,000 108 $25,418 $1,000 $26,418 SUBTOTAL OPTIONAL Survey Fees 108 $25,418 $1,000 $26,418 TOTAL WITH OPTIONAL SURVEY FEES 3,616 779,763 12,920 37,000 829,683 Hours

TOTAL BASE WRS

TOTAL BASE WMP

TOTAL WMP & WRS
FEE ESTIMATE - RFP #4375 - Water Master Plan Update and On-Call Services

SCHEDULE OF BILLING RATES – 2022

Billing
Level
Hourly
Rate

Description

3 4
5 $116
$122
$137
Junior Level position
 Independently carries out assignments of limited scope using standard procedures, methods and techniques
 Assists senior staff in carrying out more advanced procedures  Completed work is reviewed for feasibility and soundness of judgment  Graduate from an appropriate post-secondary program or equivalent  Generally, one to three years experience

6 7
8 $142
$155
$160
Fully Qualified Professional Position
 Carries out assignments requiring general familiarity within a broad field of the respective profession
 Makes decisions by using a combination of standard methods and techniques  Actively participates in planning to ensure the achievement of objectives  Works independently to interpret information and resolve difficulties  Graduate from an appropriate post-secondary program, with credentials or equivalent  Generally, three to six years experience

9 10
11 $171
$177
$190
First Level Supervisor or first complete Level of Specialization  Provides applied professional knowledge and initiative in planning and coordinating work programs
 Adapts established guidelines as necessary to address unusual issues  Decisions accepted as technically accurate, however may on occasion be reviewed for soundness of judgment
 Graduate from an appropriate post-secondary program, with credentials or equivalent  Generally, five to nine years experience

12 13
14 $200
$209
$226
Highly Specialized Technical Professional or Supervisor of groups of professionals  Provides multi-discipline knowledge to deliver innovative solutions in related field of expertise
 Participates in short and long range planning to ensure the achievement of objectives  Makes responsible decisions on all matters, including policy recommendations, work methods, and financial controls associated with large expenditures  Reviews and evaluates technical work
 Graduate from an appropriate post-secondary program, with credentials or equivalent  Generally, ten to fifteen years experience with extensive, broad experience 15 16
17 18
19 20
21 $237
$253
$261
$262
$271
$281
$298
Senior Level Consultant or Management
 Recognized as an authority in a specific field with qualifications of significant value  Provides multidiscipline knowledge to deliver innovative solutions in related field of expertise
 Independently conceives programs and problems for investigation  Participates in discussions to ensure the achievement of program and/or project objectives
 Makes responsible decisions on expenditures, including large sums or implementation of major programs and/or projects
 Graduate from an appropriate post-secondary program, with credentials or equivalent  Generally, more than twelve years experience with extensive experience

City Council - Successor Agency - Housing AuthoritySeptember 20, 2022

City Council - Successor Agency - Housing Authority
September 20, 2022