HomeMy WebLinkAboutItem G5 At
AGENDA STAFF REPORT
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DATE: January 23, 2017
TO: Honorable Mayor and City Council
THRU: Jill R. Ingram, City Manager
FROM: Jim Basham, Interim Director of Public Works
SUBJECT: AGREEMENT AND FIRST AMENDMENT WITH
MUNICIPAL WATER DISTRICT OF ORANCE COUNTY
FOR WATER CONSERVATION PARTICIPATION
SUMMARY OF REQUEST:
That the City Council adopt Resolution No. 6710:
1. Authorizing the City Manager to execute an Agreement with Municipal
Water District of Orange County ( MWDOC) for water conservation
participation; and
2. Authorizing the City Manager to execute the First Amendment to the water
conservation participation agreement with Municipal Water District of
Orange County.
BACKGROUND AND ANALYSIS:
The Municipal Water District of Orange ( MWDOC) provides wholesale imported
water to the City of Seal Beach and 27 other Member Agencies throughout
Orange County. Pooling together with the other local water agencies through
MWDOC has provided numerous advantages for all of its members. The
agencies lobby together for legislation and share in funding common services
needed by all of the agencies.
Beginning in fiscal year 2011 -12, MWDOC adopted a new business model in
which programs and services provided by MWDOC were split up into two
programs called core and choice. Core programs comprise the bulk of the
services that MWDOC provides and they are a benefit to all Member Agencies
and are funded by all Member Agencies. They include resources like
Metropolitan Water District Board Membership, coordination with all MWDOC
member agencies on new legislation and required reports and submittals, and
lobbying for grant funding.
Agenda Item G
Choice programs typically do not benefit all Member Agencies equally or
sometimes even at all. Member Agencies have the option as to whether they
wish to participate in certain MWDOC choice programs. Some of these
programs include:
• South Orange Coastal Ocean Desalination Project
• Poseidon Huntington Beach Ocean Desalination
• MWDOC's School Program
• MWDOC's Water Use Efficiency Programs
• Turf Removal
• Smart Timers
• High Efficiency Toilets and Zero Water Urinals
• High Efficiency Clothes Washers
The programs are managed and run by MWDOC staff. Each year, MWDOC will
develop a budget for these choice programs in collaboration with the Member
Agencies and only the Member Agencies that elect to participate will be charged
directly for these services.
The City of Seal Beach has elected to participate in various choice programs in
the past and is currently participating in the School Program and the Water Use
Efficiency Program.
In the past, there have been individual, annual agreements for the various
programs and sub - programs that the Member Agencies have chosen to
participate in. The purpose of the Water Conservation Participation Agreement
(Agreement) is to provide a 10 -year master agreement that will combine all
conservation programs into one agreement. The Agreement will become
effective upon execution and shall terminate on June 30, 2025. The Agreement
can be amended by either party at any time and contains a 30 -day termination
clause for either party. Changing from annual agreements to a 10 -year
agreement intends to cut down on MWDOC staff time needed to implement the
agreements and run these programs.
The transition to this Agreement, in its first year, highlighted certain areas that
needed modification. The purpose of the First Amendment is to make those
necessary changes to the Agreement, most notably within inspection
requirements for devices and turf removal.
The attached Addenda are issued annually to each Participating Agency which
are used to indicate the Participating Agency's desired participation and/or level
of participation. Some programs allow the Participating Agency to supplement
MWDOC funding with additional Agency funding. The City of Seal Beach has not
supplied supplemental funding for these programs.
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ENVIRONMENTAL IMPACT:
There is no environmental impact related to this item.
LEGAL ANALYSIS:
The City Attorney has reviewed and approved the Water Conservation
Participation Agreement and First Amendment as to form.
FINANCIAL IMPACT:
The City of Seal Beach funds all MWDOC programs through Water Operations
Account 017 - 900 - 45000. Funding levels are determined annually by MWDOC
and reviewed by Participating Agencies. Appropriate funding is then requested
during the normal City Budgeting process. The City of Seal Beach's cost for
participating in the water conservation choice program the past couple of years is
as follows:
Water Use Efficiency
FY 14/15 $7,409.60
FY 15/16 $5,786.66
FY 16/17 $2,531.68
Funds have been budgeted in the FY 16 -17 Approved Budget.
RECOMMENDATION:
That the City Council adopt Resolution No. 6710:
1. Authorizing the City Manager to execute an Agreement with Municipal
Water District of Orange County ( MWDOC) for water conservation
participation; and
2. Authorizing the City Manager to execute the First Amendment to the water
conservation participation agreement with Municipal Water District of
Orange County.
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S ITTED BY
tip `�.� •�' s
i
diGh
Interim Diltdtoreof Public Works
NOTED AND APPROVED:
►.I � 1
Jill R. Ingram, City Manager
Prepared by: David Spitz, P.E., Associate Engineer
Attachments:
A. Resolution No. 6710
B. Water Conservation Participating Agreement
C. First Amendment to the Water Conservation Participating Agreement
D. Addendum 1A through Addendum 3C
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Attachment "A"
RESOLUTION NUMBER 6710
A RESOLUTION OF THE SEAL BEACH CITY COUNCIL
AUTHORIZING THE CITY MANAGER TO EXECUTE AN
AGREEMENT WITH MUNICIPAL WATER DISTRICT OF
ORANCE COUNTY FOR WATER CONSERVATION
PARTICIPATION AND AUTHORIZING THE CITY MANAGER TO
EXECUTE THE FIRST AMENDMENT TO THE AGREEMENT
THE SEAL BEACH CITY COUNCIL DOES HEREBY RESOLVE:
Section 1. Approval and Authorization of Water Conservation Participation
Agreement.
A. The City of Seal Beach hereby approves the Water Conservation
Participation Agreement between the City of Seal Beach and Municipal Water
District of Orange County attached hereto as Exhibit "A" and incorporated herein
by this reference as though set forth in full.
B. The City Council hereby authorizes the City Manager to execute
the Agreement.
Section 2. Approval and Authorization of the First Amendment to the Water
Conservation Participation Agreement.
A. The City of Seal Beach hereby approves the First Amendment to
the Water Conservation Participation Agreement between the City of Seal Beach
and Municipal Water District of Orange County attached hereto as Exhibit "B"
and incorporated herein by this reference as though set forth in full.
B. The City Council hereby authorizes the City Manager to execute
the First Amendment.
Section 3. The City Clerk shall certify to the passage and adoption of this
resolution.
PASSED, APPROVED and ADOPTED by the Seal Beach City Council at a
regular meeting held on the 23rd day of January 2017 by the following
vote:
AYES: Council Members:
NOES: Council Membe
ABSENT: Council Membe
ABSTAIN: Council Members:
Sandra Massa - Lavitt, Mayor
ATTEST:
Robin L. Roberts, City Clerk
STATE OF CALIFORNIA }
COUNTY OF ORANGE } SS
CITY OF SEAL BEACH }
I, Robin L. Roberts, City Clerk of the City of Seal Beach, do hereby certify that
the foregoing resolution is the original copy of Resolution Number 6710 on file in
the office of the City Clerk, passed, approved, and adopted by the Seal Beach
City Council at a regular meeting held on the 23rd day of January
2017.
Robin L. Roberts, City Clerk
Attachm ant
Water Conservation Participation Agreement between
the Municipal Water District of Orange County and the City of Seal Beach
This Water Conservation Participation Agreement ("Agreement ") is made between the
Municipal Water District of Orange County ( "MWDOC ") and the City of Seal Beach
("Participant Agency "). MWDOC and Participant Agency may be collectively referred to as
"Parties" and individually as "Party."
Recitals
A. The Metropolitan Water District of Southern California ("Metropolitan ") provides
incentive funding to residential, commercial, and industrial water users in its service area
for a variety of water conservation activities, including, but not limited to, rebates for the
purchase and installation of water - saving devices ( "Metropolitan Base Incentives ").
B. MWDOC is a member agency of Metropolitan and has agreements with Metropolitan
that enable residential, commercial, and industrial water users in MWDOC's service area,
and for the benefit of MWDOC's member agencies, to participate in and take advantage
of Metropolitan's Base Incentives.
C. Participant Agency, as a MWDOC member agency or a direct Metropolitan member
agency, may elect to participate in Metropolitan's program to replace non - conserving
items within its service area.
D. The Metropolitan Base Incentives amounts for each eligible device or program available
to MWDOC and Metropolitan member agencies are listed in the attached Addendums IA
and I B. It is expected that Metropolitan will establish funding for additional water
conservation items and to change some or all of the existing funding rates throughout the
term of this Agreement. Any such changes will be incorporated herein by amendment to
Addendums 1 A and I B.
E. Metropolitan and MWDOC each have fiscal responsibility to manage their individual
budgets, and hence may have a need to limit availability of funds.
MWDOC and Metropolitan member agencies may also choose to provide additional
supplemental funding of their own to augment the Metropolitan Base Incentives. Based
on the terms and conditions of this Agreement, MWDOC will facilitate supplemental
funding for Participant Agency through the Metropolitan rebate contractor ( "Rebate
Contractor ") or MWDOC directly. Metropolitan member agencies will coordinate any
supplemental funding directly with Metropolitan.
G. In addition to the Metropolitan Base Incentives, MWDOC has developed and arranged
additional local, state, and federal grant funding ("Grant Funding ") for eligible devices in
a number of water conservation programs ("MWDOC Administered Programs ") that
MWDOC offers to Participant Agency and Metropolitan member agencies. This grant
funding may be used to enhance the Metropolitan Base Incentives. Granting agencies
Page I 1
include, but are not limited to, the Department of Water Resources and the United States
Bureau of Reclamation.
H. Participant Agency may also operate customized, local water conservation incentive
programs in their respective service areas ( "Participant Agency Administered Programs)
and may have access to the Metropolitan Base Incentives and Grant Funding for such,
subject to M WDOC and Metropolitan approval and the terms and conditions of this
Agreement and any M WDOC and /or Metropolitan agreements.
The purpose of this Agreement is to create a master water conservation participation
agreement between MWDOC and Participant Agency that combines all of the
conservation programs and incentives ( "Programs ") into one agreement. Addendums to
this Agreement will be issued for changes involving Metropolitan approved items,
M WDOC Board approved items, Grant Funding, adding and subtracting M WDOC
Administered Programs and Participant Agency Administered Programs as identified in
Section 2, and changes to incentive programs, including funding and incentive levels.
NOW THEREFORE, in consideration of the promises and covenants hereinafter set
forth, the Parties do agree as follows:
Section 1: Agreement Term and Administration
1.1 This Agreement will be effective on July I, 2015 or upon execution of this Agreement by
all Parties, whichever is later, and shall terminate on June 30, 2025 ('Term ").
Continuance of this Agreement will be subject to annual budget approval by M WDOC's
Board of Directors.
1.2 This Agreement may be amended at any time by written mutual agreement of the Parties,
or by Addendums issued by M WDOC as set forth in Recital 1.
1.3 This Agreement may be terminated by either Party for any reason upon thirty (30) days
written notice to the other Parry.
1.4 All Addendums are enforced for the duration of this Agreement unless the Addendums
are amended or terminated by either Party.
1.5 In the event the Agreement is terminated early, Participant Agency is responsible for
payment of any funding contributions required by this Agreement that that were initiated
prior to the effective date of the termination. For purposes of this Agreement, an
application is deemed initiated when an application has been received by Metropolitan's
rebate vendor, EGIA, by M WDOC, or a reservation has been made within any of
M WDOC's online application portals that is pursuant to any of the programs described
within this Agreement and the attached Addendums.
1.6 Notwithstanding any other provision in this Agreement, funds for all of the programs
described within this Agreement and the attached Addendums are conditioned upon the
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availability of funds and MWDOC is under no obligation to provide funding for any of
the programs if MWDOC determines, in its own discretion, that such funding is
exhausted, reduced, eliminated, or unavailable from any funding source, for any reason
Section 2: Program Funding
2.1 Supplemental Funding
2.1.1 In addition to the Metropolitan Base Incentives, Participant Agency may provide
additional funding to augment the Metropolitan Base Incentives amounts for those
programs and devices that Participant Agency identifies, and in the amounts indicated, in
the appropriate locations in Addendums 2A, 2B, and 2C ( "Supplemental Funding "). The
Supplemental Funding listed in Addendums 2A through 2C shall specify the amount of
Supplemental Funding Participant Agency will provide per device or program, as well as
the total maximum Supplemental Funding amount committed to each category of device
or program. If the Participant Agency does not complete, sign, and return Addendums 2A
through 2C to MWDOC, notwithstanding any other provision of this Agreement, the
Participant Agency will not be bound by this Section or the provisions in Addendums 2A
through 2C. In general, Supplemental Funding Addendums submitted by the 15`h of a
month will become effective the first of the following month.
2.1.2 If Participant Agency elects to provide Supplemental Funding or enhanced
incentives under this Agreement for any device or program, Participant Agency is
responsible for tracking the use of and the remaining availability of those funds.
MWDOC will assist, in every way possible, but the ultimate responsibility for tracking
all Participant Agency funding is the responsibility of Participant Agency. Participant
Agency will ultimately be responsible for any overuse of Participant Agency
Supplemental Funding.
2.1.3 Any requests for changes or revisions to Participant Agency's Supplemental
Funding, including funding transfers between Programs, must be submitted by
Participant Agency to MWDOC in the form of revised Addendum 2s listing the new
funding amounts /limits.
2.1.4 The Participant Agency may elect to participate in the Supplemental Funding
Program and be bound by the provisions of this Section 2. 1, Sections 3, 5, 6, 7, and 8 of
this Agreement, and Addendum 2A through 2C by having its authorized representative
complete and sign Addendum 2A through 2C in the spaces provided.
2.2 MWDOC Administered Programs
2.2.2 Participant Agency may elect to take advantage of the MWDOC Administered
Programs by having its authorized representative complete and sign Addendums 3A
through 3C in the spaces provided. If Participant Agency completes and signs
Addendums 3A through 3C, Participant Agency agrees to be bound by the provisions of
this Section 2.2, Sections 3, 5, 6, 7, and 8 of this Agreement, and Addendums 3A through
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3C. If the Participant Agency does not complete, sign, and return Addendums 3A
through 3C, notwithstanding any other provision of this Agreement, the Participant
Agency will not be bound by this Section or the provisions in Addendums 3A through
3C.
2.3 Participant Agency Administered Programs
2.3.1 From time to time, funding may be made available for Participant Agency to
operate a customized member agency administered local water conservation incentive
program or programs (`Participant Agency Administered" "PA" or "MAA Program ") in
its service area and access the Metropolitan Base Incentives for such, subject to MWDOC
approval of the program and the terms and conditions of this Agreement and Addendum
4. The Participant Agency Administered Program(s) and requirements in connection with
it are described in more detail in Addendum 4.
2.3.2 Upon receipt of approval of a Participant Agency Administered Program by
MWDOC, Participant Agency is bound by the provisions of Sections 3, 5, 6, 7, and 8 of
this Agreement and Addendum 4.
2.4 Exhaustion of Funding
2.4.1 In the event Participant Agency provided funding for any Program or device is
exhausted, and Participant Agency does not elect to add additional funding or transfer
available funding from another Program or device, MWDOC will discontinue offering
the additional rebate funding for that Program or device in Participant Agency's service
area. Notwithstanding any other provision in this Agreement, MWDOC may terminate
this Agreement as it relates to Section 2 at any time without prior notice in the event that
MWDOC determines that funding for any device or program on Addendums 2 through 4
or MWDOC Grant Funding is exhausted, reduced, eliminated, or unavailable from any
funding source, for any reason.
Section 3: Participant Agency Responsibility and Ownership
3.1 Participant Agency, at its sole discretion, may independently contract with its own agents
under separate agreements for program administration and management for any
Participant Agency Administered Program provided that doing so does not compromise
program performance, create or present a conflict of interest, or violate the terms of this
Agreement.
3.2 Participant Agency and /or its agent shall provide all necessary services and materials for
such Participant Agency Administered Programs including, but not limited to the
following: program administration, promotion, marketing materials, data collection, and
analysis, installation verification, and reporting.
3.3 All materials and supplies necessary to implement a Participant Agency Administered
Program shall be the exclusive property of Participant Agency. MWDOC shall have no
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ownership, right, title, security interest, or other interest in any Participant Agency
Administered Program materials or supplies, nor any rights duties, or responsibilities,
therefor.
3.4 Participant Agency is responsible for assuring that any Participant Agency Administered
Program complies with all federal, state, and local requirements.
3.5 Participant Agency agrees to cooperate with MWDOC's data management activities
related to assessing device saturation and program success.
3.6 As part of any Participant Agency Administered Program, Participant Agency shall use,
maintain, and submit to MWDOC within the designated timeframe an electronic
database, to be approved by MWDOC prior to use, for any conservation items installed,
distributed, or rebated by Participant Agency or its agents to avoid duplicate distributions
and to determine the saturation rate of items by the appropriate geographic delineation.
3.7 Participant Agency is solely responsible for the performance of its staff or representatives
in complying with the terms of this Agreement and for the proper allocation and
appropriate use of funds provided by Metropolitan and /or MWDOC for the purpose of
achieving water conservation savings under this Agreement.
Section 4: MWDOC's Obligations
4.1 MWDOC will be responsible to Participant Agency for ensuring that timely reports on
the Programs' results are prepared by MWDOC's staff.
4.2 MWDOC will develop a database of information regarding participation in the Programs
and provide monthly electronic and /or written reports of activity to Participant Agency.
4.3 MWDOC will invoice Participant Agency for any Participant Agency funding obligations
on a monthly basis for rebates issued in the previous month.
4.4 MWDOC does not guarantee any minimum number of rebates will be available for
Participant Agency's service area.
Section 5 Marketing.
5.1 Participant Agency agrees to assist in the marketing of programs it participates in under
this Agreement. With regard to Participant Agency Administered Programs, Participant
Agency will be solely responsible for marketing its Participant Agency Administered
Program to customers in its service area.
Section 6: Installation Verification
6.1 Participant Agency shall be responsible for conducting installation verifications of items
installed, distributed, and /or rebated by Participant Agency under Participant Agency
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Administered Programs, and /or for paying all costs associated with this verification.
Installation verification measures for program devices must be designed to ensure that
materials, installation verifications of eligible program devices, and services meet
requirements established by Metropolitan, which requirements will be provided to
Participant Agency by MWDOC.
6.2 Participant Agency may be responsible for conducting installation verifications of items
installed, distributed, and /or rebated by Participant Agency or MWDOC under MWDOC
Administered Programs, and /or for paying all costs associated with this verification.
Installation verification measures for program devices must be designed to ensure that
materials, installation verifications of eligible program devices, and services meet
requirements established by Metropolitan, which requirements will be provided to
Participant Agency by MWDOC.
6.3 MWDOC reserves the right to conduct installation verification of items within Participant
Agency's service area.
6.4 Participant Agency acknowledges that any device receiving funding from Metropolitan
may be subject to an installation verification to be performed by Metropolitan, or its
agent(s), at Metropolitan's discretion.
6.5 Participant Agency shall promptly refund to MWDOC any amounts paid under any
Participant Agency Administered Program or MWDOC Administered Program for
installed or distributed devices in the event MWDOC or Metropolitan establishes via
installation verification that the program devices were not installed.
Section 7: Reporting and Invoicing
7.1 For any and all Supplemental Funding provided by Participant Agency and /or Participant
Agency provided funding or inspection costs under the MWDOC Administered Programs
pursuant to Section 2 of this Agreement, and as more particularly described in
Addendums 2 and 3, MWDOC will invoice Participant Agency on a monthly basis for
the cost of such funding, and Participant Agency must pay the full amount of such
invoice within thirty (30) days of receipt of any such invoice.
7.2 For any and all Participant Agency Administered Program(s), Participant Agency will
invoice MWDOC on a monthly basis, by the 10`h of each month, for any approved
funding and costs associated with the Participant Agency Administered Program(s) as
indicated in and subject to the provisions of Addendum 4. MWDOC is under no
responsibility to reimburse Participant Agency for any costs incurred by Participant
Agency that are not approved by MWDOC consistent with the terms and conditions of
this Agreement and Addendum 4. The invoice package shall include a fully completed, tc
the satisfaction of MWDOC, Excel customer /applicant spreadsheet showing program
activity, and an invoice, signed by the General Manager or designee of Participant
Agency, certifying the information provided as accurate. Participant Agency shall use the
Excel customer /applicant spreadsheet and Invoice forms approved by MWDOC.
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7.3 Participant Agency shall maintain all Participant Agency Administered Program
information, including Participant Agency applications, water bills, and purchase
receipts, for a period of seven years from the end date of this Agreement.
7.4 Payment of Participant Agency invoices shall be in the form of either a credit on
MWDOC's water bill to Participant Agency or a check made payable to Participant
Agency. Method of payment shall be at M WDOC's discretion.
Section 8: Confidentiality
8.1 MWDOC agrees to maintain the confidentiality of Participant Agency's customer names,
addresses, and other information gathered in connection with this Agreement. MWDOC
will not cause or permit the disclosure of such information expect as necessary to carry
out any of the MWDOC Administered or Participant Agency Administered Programs, or
as required by law. To the extent that MWDOC contracts with third party contractors to
cant' out all or any portion of any of the Programs, MWDOC will require such
contractors to maintain the confidentiality of such customer information.
8.2 Notwithstanding anything to the contrary in this Agreement, Participant Agency
acknowledges and agrees that MWDOC may request and use historical water
consumption data for purposes of satisfying any grant water use and water quality
evaluation requirements of any of the Programs. Participant Agency also acknowledges
and agrees that MWDOC may also request to use Program applicant information, such as
name, mailing address, site photos, and email address to market other water use
efficiency programs to past applicants. A similar provision will be required of every
individual applicant.
Section 9. Indemnification.
9.1 The parties agree that each Party shall be responsible for its own actions, and the actions
of its officers, employees, and agents, in performing services under this Agreement.
Except as provided in this Agreement and its Addendums, each Party agrees to
indemnify and hold the other Party and its officers and agents harmless and agrees to
defend the other Party against any claim or asserted liability arising out of its actions,
either willful or negligent, or the actions of its officers, employees, and agents, in
performing services pursuant to this Agreement. Such indemnity will include any losses
relating to any claim made, whether or not a court action is filed, and will include
attorney fees and administrative and overhead costs related to or arising out of such
claim or asserted liability.
9.2 Participant Agency shall include the following language in its agreement with any
consultant or contractor retained by Participant Agency to work on any of the Program"
"(Consultant) agrees at is sole cost and expense to protect, indemnify, defend, and hold
harmless Metropolitan, MWDOC, and their associated Boards of Directors, officers,
representatives, agents and employees from and against any and all claims and liability
Page 17
of any kind (including, but not limited to, any claims or liability for injury or death to
any person, damage to property, natural resources or to the environment, or water
quality problems) that arise out of or related to Participant Agency's approval,
construction, operation, repair, or ownership of any Program. Such indemnity shall
include all damages and losses related to any claim made, whether or not a court action
is filed, and shall include attorneys' fees, administrative and overhead costs, engineering
and consulting fees, and all other costs related to our arising out of such claim or
asserted liability."
Section 10. Certification re Lobbying (43 CFR 18)
10.1 The undersigned hereby certifies on behalf of Participant Agency that no Federal
appropriated funds have been paid or will be paid, by or on behalf of the Participant
Agency, to any person for influencing or attempting to influence an officer or employee
of a Member of Congress in connection with the awarding of any Federal contract, the
making of any Federal grant, the making of any Federal loan, the entering into of any
cooperative agreement, and the extension, continuation, renewal, amendment, or
modification of any Federal contract, grant, loan, or cooperative agreement. If any
funds other than Federal appropriated funds have been paid or will be paid to any
person for influencing or attempting to influence an officer or employee of any agency,
a Member of Congress in connection with a Federal contract, grant, loan, or
cooperative agreement, the undersigned shall complete and submit Standard Form LLL,
"Disclosure Form to Report Lobbying" in accordance with its instructions. To the
extent federal funds are involved, the Participant Agency shall require that the language
of this certification be included in the awards documents for any sub - awards by the
Participant Agency at all tiers (including sub - contracts, sub - grants, and contracts under
grants, loans and cooperative agreements) and that sub - recipients, if any, shall certify
accordingly.
Section 11. Other Terms
11.1 Any alteration or variation of the terms of this Agreement will not be valid unless made
in writing and signed by both Parties.
11.2 This Agreement will inure to the benefit of and be binding upon the Parties and their
respective successors.
11.3 The partial or total invalidity of one or more parts of this Agreement will not affect the
intent or validity of this Agreement.
11.4 This agreement shall be deemed a contract made under the laws of the State of California,
and for all purposes will be interpreted in accordance with such laws. The Parties hereby
agree and consent to the exclusive jurisdiction of the courts of the State of California, and
that the venue of any action brought hereunder will be in Orange County, California.
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11.5 This Agreement constitutes the entire agreement between Parties
IN WITNESS WHEREOF, the parties hereto have executed this Agreement.
MUNICIPAL WATER DISTRICT CITY OF SEAL BEACH
OF ORANGE COUNTY
By: I By:
Robert J. Hunter Jill R. Ingram
General Manager City Manager
Date: Date:
Attest:
0
Approv
M
Page19
Robin L. Roberts
City Clerk
City Attorney
Attachment "C"
FIRST AMENDMENT TO WATER CONSERVATION PARTICIPATION
AGREEMENT
This First Amendment to Water Conservation Participation Agreement (`First
Amendment ") is effective on July 1. 22016 ( "Effief� twe Date "), by and between the Municipal Water
District of Orange County ( "MWDOC ") ai a SeAj Bf a4 h ( "Participant
Agency ") MWDOC and Participant Agency may We collectively referred to as "Parties" and
individually as "Party."
RECITALS
A. MWDOC and Participating Agency entered into a Water Conservation Participation
Agreement regarding the Participating Agency's participation in certain water conservation
programs ( "Agreement ").
B. The Parties now desire to amend the Agreement to make certain changes to provisions
regarding verification of the installation of items and devices installed as part of certain water
conservation incentive programs.
TERMS
For good and valuable consideration, the receipt and sufficiency of which are hereby
acknowledged, the Parties agree to amend the Agreement as follows:
Amendment. Section J is added to the Recitals to read as follows:
"J. The purpose of this Agreement is also to acknowledge that Participating
Agency is participating in MWDOC's Choice Water Use Efficiency
Program ( "WUE Program ") and in doing so is agreeing to pay for its
proportionate share of MWDOC's administrative and direct program costs
of the WUE Program."
2. Amendment. Section 1 .7 is added to the Agreement to read as follows:
1.7 Participating Agency understands that by entering into this Agreement it is
participating in MWDOC's Choice Water Use Efficiency Program ( "WUE
Program ") and agrees to pay MWDOC for its proportionate share of
MWDOC's costs for administering the WUE Program based on
Participating Agency's level of participation in the WUE Program.
MWDOC will annually invoice Participating Agency.
5540100001 \28806550.i
Amendment. Section 6 is amended in its entirety to read as follows:
"Section 6: Installation Verification /Inspection
6.1 Participant Agency shall be responsible for conducting installation
verifications /inspections of items and devices installed, distributed, and /or
rebated by Participant Agency under Participant Agency Administered
Programs to ensure compliance with program requirements, and /or for
paying all costs associated with this verification /inspection. Installation
verification /inspection measures must be designed to ensure that materials,
installation verifications /inspections of eligible program items and
devices, and services meet requirements established by Metropolitan and
MWDOC, which requirements will be provided to Participant Agency by
MWDOC as Attachment A.
6.2 Participant Agency shall be responsible for conducting installation
verifications /inspections of items or devices installed, distributed, and /or
rebated by Participant Agency or MWDOC under MWDOC Administered
Programs to ensure compliance with program requirements, and /or for
paying all costs associated with this verification /inspection. Installation
verification /inspection measures for program items and devices must be
designed to ensure that materials, installation verifications /inspections of
eligible program items and devices, and services meet requirements
established by Metropolitan and MWDOC, which requirements will be
provided to Participant Agency by MWDOC as Attachment A.
6.3 Participant Agency may elect to (1) conduct its own installation
verifications /inspections by either utilizing its in -house staff or contracting
with a third parry vendor of its choice; or (2) utilize MWDOC's
installation verification /inspection contractor to conduct the installation
verification /inspections. If Participant Agency elects to utilize MWDOC's
verification /inspection vendor, Participant Agency may elect to contract
directly with MWDOC's verification /inspection vendor. If Participant
Agency elects not to enter into such contract, MWDOC, in MWDOC's
sole discretion, may require that Participant Agency contract directly with
MWDOC's verification /inspection vendor.
6.3.1 Notwithstanding any other provision in this Agreement, Participant
Agency understands and agrees that if Participant Agency utilizes
MWDOC's verification /inspection vendor, Participant Agency must still
comply with all of the requirements of this Agreement, including the
refund requirements in Section 6.6, and MWDOC is in no way liable or
responsible for the acts or omissions of such vendor and makes no
55401.W001128806550. 1 2
representations or warranties regarding the quality of such vendor's work.
Participant's sole recourse as to any action, claims or damages arising out
of the acts or omissions of MWDOC's verification /inspection vendor is
with the vendor and not with MWDOC.
6.4 MWDOC reserves the right to conduct installation verification /inspection
of items and devices within Participant Agency's service area.
6.5 Participant Agency acknowledges that any item or device receiving
funding from Metropolitan may be subject to an installation
verification /inspection to be performed by Metropolitan, or its agent(s), at
Metropolitan's discretion.
6.6 Participant Agency shall promptly refund to MWDOC any amounts paid
under any Participant Agency Administered Program or MWDOC
Administered Program for installed or distributed items or devices,
including any grant funds, in the event MWDOC or Metropolitan
establishes via installation verification /inspection and /or audit that the
program items or devices were not installed in compliance with the
requirements established by Metropolitan and MWDOC pursuant to this
Agreement. If such a refund is not provided to MWDOC within thirty
(30) days of request, the requested amount may be debited by MWDOC
on Participating Agency's next water service invoice.
6.7 "Items" and "devices" includes, but is not limited to, plumbing fixtures,
irrigation devices, turf (removal and replacement), and any other items,
devices or materials that are installed in connection with a program
covered by this Agreement.
4. Authority to enter into First Amendment. Each Parry represents to the other that the
person executing this First Amendment has the requisite power and authority to execute the First
Amendment and to bind each respective Party.
5. Continuing Effect of Agreement. Except as amended by this First Amendment, all
other provisions of the Agreement remain in full force and effect. From and after the date of this
First Amendment, whenever the term "Agreement" appears in the Agreement, it shall mean the
Agreement as amended by this First Amendment.
6. Execution in Counterparts. This First Amendment may be executed in duplicate
counterparts, each of which shall be deemed an original.
MWDOC and Participating Agency have each caused this First Amendment to be executed
by its duly authorized representative as of the date set forth below the authorized signature.
554oi.0000n28806550 i
IN WITNESS WHEREOF, the Parties hereto have executed this First Amendment.
MUNICIPAL WATER DISTRICT
OF ORANGE COUNTY
Es
Robert Hunter
General Manager
Date:
Approved as to Form:
Joseph Byrne
General Counsel
Date:
55401.0000 n28806550 1
PARTICIPANT AGENCY
By:
Name
Title
Date:
Date: 144 / 1 Y
Attachment A
MUNICIPAL WATER DISTRICT OF
ORANGE COUNTY
INSPECTION AND VERIFICATION
PROCEDURES
Tabl-- of Cont--l-its
I. Purpose of this document.. ................... ................... ............. ..................... .................. ............... 2
II. Program Implementation Process ..................................................................... ..............................2
ApplicationPackage ........................................................................................... ..............................2
InvoiceSubmission ............................................................................................. ..............................3
LaborCosts ........................................................................................................ ............................... 3
Federal, State, and Local Laws and Ordinances ................................................. ..............................3
Supplemental Inspections .................................................................................. ..............................4
Inspection Confirmation Quality Control ........................................................... ..............................4
111. Device -Based Inspection Procedures ................................................................. ..............................4
ResidentialDevices ............................................................................................ ..............................4
CommercialDevices ........................................................................................... ..............................5
Sprayto Drip - Residential ................................................................................. ..............................9
IV. Area -Based Programs .......................................................................................
.............................11
Turf Removal Participation Procedure ..............................................................
.............................11
General Inspection Procedures .........................................................................
.............................12
Pre - Inspection Procedures —Turf Removal ......................................................
.............................12
On -Site Inspections for Area -Based Rebates ....................................................
.............................13
MeasuringLarge Sites by GIS ............................................................................
.............................13
Condition of Turf at Pre - Inspect ion ..................................................................
.............................13
Multiple Applications under same Site .............................................................
.............................14
Modifications to Initial Project Area .................................................................
.............................14
Post- Inspection Procedures —Turf Removal .....................................................
.............................14
ProjectExtensions .............................................................................................
.............................15
Sprayto Drip - Commercial ...............................................................................
.............................15
V. Measurement Techniques ................................................................................
.............................17
Non - Uniform Rectangular ................................................................................. .............................18
Irregular Rhombus or Widening Rectangular ................................................... .............................18
Non - Uniform Round .......................................................................................... .............................19
Non - Uniform Ellipses ................... ............................................... ................................................... 20
Non - Uniform Ellipses Alternate ......................................................................... .............................21
1
Purpose of this document
It is the practice of the Municipal Water District of Orange County ( MWDOC) to ensure that public funds
used to administer Rebate Programs are utilized for its intended purposes. Therefore, the purpose of
this Inspection and Verification Procedures document (Inspection Procedures) is to establish a clear set
of inspection procedures to be followed by MWDOC and /or and its member agencies (hereafter
"Participant Agency") and inspection contractors when conducting pre- and /or post - installation
verification inspections for all MWDOC- Administered and or Participant Agency- Administered Rebate
Programs. These procedures are required regardless of the funding source (Grant funded, Metropolitan
Water District of Southern California funded (Metropolitan), or fully funded by Participant Agency, etc.)
and /or regardless of program administrator ( MWDOC or Participant Agency). This Inspection Procedures
document will be updated as needed to reflect new or modified inspection requirements, techniques, or
procedures as they arise.
Program Implementation Process
For ease of explanation, this document categorizes the MWDOC Rebate Programs into the following
rebate program types:
• Device -Based Rebate Programs
o Residential
o Commercial
o Spray to Drip -Residential
• Area -Based Rebate Programs
• Turf Removal
• Spray to Drip - Commercial
The inspection procedures contained in this document have been developed in coordination with
requirements from Metropolitan pursuant to its Residential and Commercial Water Conservation
Funding Agreements and Addendums thereto, MWDOC, and /or supplemental grant funding
agreements.
The following general rules apply for all programs types.
Application Packaoe
When receiving an application package, all components should be examined before requesting
an inspection. The application package currently requires, at a minimum, a fully completed
application signed by the property owner and containing the following:
• Current water bill to determine
• Participant Agency is participating in the program
• Project site is located within Orange County
• Payee name matches the application name
• Device eligibility, if a device -based program
• Site plan for area -based rebates
o Indicate the project area, location, and project intent
• Pictures of the site for area -based and spray -to -drip rebates. Pictures to show
• Current site condition
• Complete area to be removed
• Area complies with eligibility criteria
It is recommended that the application, terms and conditions, and program guidelines each contain
language stating that on -site inspections will be performed and are required for participation in any
rebate programs.
Invoice Submission
Rebates may not exceed the total project /equipment costs nor the reserved rebate amount. For
a receipt /invoice to be considered eligible it must include the following:
• Dated within the project period
• Scope of work performed
• Signed by the customer /applicant /property owner and references site location (if
applicable)
• Itemized to include make, model, sku, quantity, price per item, total price
• If labor is to be considered, it must be listed on a separate line item and must be
accompanied by the California State Contractor License Board (CSCLB) contractor license
number
Once projects are completed, invoices and receipts are submitted to the program administrator
and MWDOC, all invoices and receipts are to be carefully tabulated by program administrator and
MWDOC to prevent payment for materials /costs not associated with the program; specific
program eligible material /costs are based on program type.
Labor Costs
Due to California state law, all sites that are invoiced at $500.00 or more require that work be
performed by a contractor licensed by the California State Contractor License Board (CSCLB). If
labor costs are invoiced by someone who is not licensed, those costs are not eligible. This labor
cost provision is consistent with state law but, most importantly, protects Orange County
consumers from unlicensed contractors. Materials utilized by the unlicensed contractor may be
considered eligible costs. Additionally, there have been some instances where costs for landscape
architectural drawings were submitted, butthe drawings were not performed by a California State
Licensed Landscape Architect. Those costs are also not rebate - eligible.
ederal, State, and Local LaVdS and Ordinances
All projects, including projects at historic sites, are subject to the terms of their local agency's
ordinances and must comply with all applicable federal, state, and local laws, as well as applicable
Covenants, Conditions & Restrictions (CC &R) and /or Homeowners Association (HOA) restrictions.
Applicants should obtain any necessary approvals for their projects from their city's/county's code
enforcement and /or HOA /CC &R board. It is the responsibility of the each applicant to ensure their
project is in compliance. Customers must agree to adhere to their local rules and provisions in
order to accept funding. Questions from program participants regarding compliance with any of
3
the above laws, ordinances, and /or restrictions will be directed to Participant Agency for
guidance.
Supplemental Inspections
Some sites may need to be re- inspected by MWDOC and /or Metropolitan when unique
circumstances arise. At these times, communication with the customer is vital in order to remain
in adherence with the program intent while ensuring that projects are successfully completed.
All inspection and verification procedures and invoice criteria described in this document must
be adhered to.
Inspection Confirmation Quality Control
Each Participant Agency performing their own inspections /verifications will be required to adopt
these Inspection Procedures as their own or, alternatively, to develop and submit for approval by
Metropolitan and /or MWDOC Participant Agency's own inspection and verification procedures
document in line with the requirements and procedures contained in this document. All projects
that require inspection must be inspected prior to Participant Agency invoicing MWDOC.
MWDOC /Metropolitan may request inspection reports from Participant Agency at any time.
Installation vendors hired for project implementation cannot inspect their own installations.
Metropolitan and /or MWDOC reserve the right to verify and perform onsite inspections of any
projects at any time. This can be before, during, and /or after project installation, and /or after
the rebate payment, and results of these inspections may affect payment made to Participant
Agency or require a refund to be paid by Participant Agency to MWDOC. If installation cannot
be verified, Participant Agency must reimburse MWDOC and /or Metropolitan depending on the
source of funds.
III. Device -Based Inspection Procedures
For residential and commercial devices rebated through Metropolitan's regional rebate program,
device -based inspections will be conducted solely by Metropolitan, at its discretion. For devices rebated
through a MWDOC and /or a Participant Agency - Administered Program (MAA Program), the inspection
procedures are set forth below.
Residential Devices
Residential device inspections must satisfy both the Metropolitan and MWDOC inspection
procedures in place at the time of the post- inspection or issuance of the rebate check. Currently,
those inspection procedures are as follows:
In order for Participant Agency to be reimbursed for incentives from MWDOC /Metropolitan,
Participant Agency must certify on each invoice that the terms and conditions within each
project have been met, all devices have been installed, and all work has been performed. The
party signing each invoice must have signing authority to certify the invoice.
For residential device -based MAA Programs, Participant Agency will utilize the sample size
calculator provided by MWDOC to assist in determining the appropriate number of devices to
inspect to ensure a 98% installation rate given the overall quantity of devices. Participant
Agency must report verification /inspection method employed on each invoice submitted.
Participant Agency must:
a. Validate quantity of devices installed.
b. Verify new device type, make, and model with Project information.
C. Verify Installation address or specific locations within the address with Project
documentation.
d. With permission from the customer, take photographs relating to the devices installed to
be included in Inspection report.
Indoor Inspection: Indoor inspection includes detailed fixture count of toilets and
clothes washer(s). Access to fixture locations (such as bathrooms and laundry facilities)
are required to perform the inspection, and property owner /applicant person should be
made aware of this through the application.
ii. Outdoor Inspection: Outdoor inspection includes detailed fixture counts of installed and
operating landscape devices such as rain barrels, cisterns, irrigation controllers,
residential drip, and nozzles. for irrigation controllers, inspect the model to ensure it
matches the rebate application, verify that it is operating as a "smart device" and is
communicating with the onsite weather station or is receiving offsite /remote weather
data and, if possible, have the contact person show the inspector how the controller has
been programmed, and confirm quantity of stations of timer model.
Commercial Devices
Commercial MAA Program device inspections must satisfy both the Metropolitan and MWDOC
inspection procedures in place at the time of the post- inspection or issuance of the rebate
check. Metropolitan may require Participant Agency to submit inspection reports for specific
projects, and Metropolitan / MWDOC reserves the right to perform onsite inspections of
projects /sites prior to payment.
To determine the amount of inspections required for commercial devices, Participant Agency
must apply the following criteria (a -e below) to the project(s):
a. Automatic Inspection: Regardless of the 5% rule listed in Section d below, Participant Agency
must first determine if any site within the MAA Program Project requires an Automatic
Inspection. Automatic Inspections are triggered when any site within an MAA Program
Project has been approved for Metropolitan's funding in excess of $10,000. All sites receiving
$10,000 or more in funding must be automatically inspected by Participant Agency.
Participant Agency must also notify MWDOC /Metropolitan within 3 to 5 business days of
upcoming inspection by Participant Agency for site(s) exceeding $10,000. MWDOC,
Metropolitan or a designated representative may attend inspection. Notification of
upcoming inspection to be sent to bfahl@mwdoc.com and maconservation@mwdh2o.com
To determine how many devices need to be inspected at a $10,000+ site, follow the next two
points.
If the site triggering an Automatic Inspection also meets the criteria for a Large Project,
as described below, then Participant Agency must inspect a minimum of 10% of the
devices installed.
ii. If the site triggering an Automatic Inspection does not meet the criteria for a Large
Project, then the Participant Agency must inspect 100% of devices at the site.
b. Large Project /Sites: Participant Agency must next determine if any of the sites meet the
definition of a Large Project /Site. Regardless of the 5% rule listed in Section d below, any site
with less than $10,000 in funding but that receives the designation of Large Project /Site must
be inspected. The total number of devices to be inspected for Large Projects /Sites will be a
minimum of 10% of the total devices installed at each site. If any site within your overall
MAA Program Project installs any combination of the following number of devices, you must
conduct an inspection of a minimum 10% of any combination of the devices installed.
Large Projects /Sites are defined as:
i. For plumbing devices -50 device units or more atone installation address.
ii. For irrigation controllers —20 controllers or more atone installation address. Note that
irrigation controllers may be installed in different landscape areas inside a single
complex.
in. For sprinkler nozzles —100 nozzles or more at one installation address.
c. Regular Projects /Sites: For sites not meeting: (a) $10,000+ in funding per site or (b) the Large
Project /Site criteria above, Participant Agency must inspect 100% of devices at the site.
d. For each MAA Program Project that Participant Agency submits a Request for, Participant
Agency must physically inspect a minimum of 5% of the value of each device -based MAA
Program Project approved by MWDOC /Metropolitan before invoicing. For example if the
MAA Program Project is approved for $100,000, then a minimum of $5,000 worth of devices
must be inspected per MAA Program Project.
e. Inspections for Regular Projects /Sites, sites defined as Automatic Inspections (mandatory), as
well as those defined as Large Projects /Sites (mandatory) count towards the 5% (section d
above) minimum of the value of each device -based MAA Program Project to be inspected.
Participant Agency will report progress toward the 5% inspection requirement on each
invoice for all inspections required by MWDOC /Metropolitan. The party signing each invoice
must have signing authority to certify the invoice.
Inspection Requirements
Participant Agency inspection at a minimum will:
Validate quantity of devices installed.
b. Verify new device type, make, and model with Project information.
c. Verify Installation address or specific locations within the address with Project
documentation.
d. With permission from the customer, take photographs relating to the devices installed to
be included in Inspection report.
Indoor Inspection: Indoor inspection includes detailed fixture count of toilets,
urinals, dry vacuum pumps, food steamers, ice machines. Access to bathrooms,
kitchens, eating facilities, and medical facilities are required to perform the
inspection and property owner /applicant should be made aware of this at the
application stage.
ii. Outdoor Inspection: Outdoor inspection includes count of installed and
operating landscape devices such as irrigation controllers and nozzles; and
cooling tower controllers. Access to either landscape area or rooftop is required
to perform the inspection. For irrigation controllers, inspect the model to
ensure it matches the rebate application, verify that it is operating as a "smart
device' and is communicating with the onsite weather station or is receiving
offsite /remote weather data and, if possible, have the contact person show the
inspector how the controller has been programmed, and confirm quantity of
stations of timer model.
Potential Inspection Results
a. Partial fail: Inspection completed with discrepancies between Project information and
inspection process. Participant Agency to only bill MWDOC for verified quantity.
b. Device(s) installed at a different location: the installation must be inspected prior to billing
MWDOC. A substitute device cannot be included. If installation is verified at the different
location, Project information must be revised to reflect new information.
c. Device count is different from the application:
i. If the count is more, only the amount approved in the Project will be reimbursed.
ii. If the inspection count is less, only the verified count will be billed to MWDOC. For Large
Projects where the inspection count is less, the Participant Agency inspector will
increase the inspection from 10% to 20% of total installations. The percentage found to
be installed for Large Projects will be applied against the total and the total quantity will
be reduced by that percentage. For example, after inspecting 20% of the total
installations of 100 toilets, 15 out of 20 toilets were verified installed (75% installed);
then the final approved count would be 75 toilets (75% of the 100 = 75), rather than
100. If inspection reveals a discrepancy as described in the example, Participant Agency
may choose to inspect 100% of the project, otherwise the extrapolation as shown on
the example must be taken and the amount revised prior to billing MWDOC.
d. The make /model is different from the application: verify that different make /model is a
Metropolitan approved device. If so, inspect as usual and revise information on Project
documentation prior to billing MWDOC.
e. Failed inspections will not be billed to MWDOC. Reasons for failure:
• Device(s) not installed
• Device(s) installed, but no working properly
• For "smart" irrigation controllers, device(s) not operating as a "smart" device
• Installed device(s) has been removed
• Access to property not allowed
• Device(s) installed at a different site.
MWDOC /Metropolitan reserves the right to verify and inspect any approved projects at any
time. If installation cannot be verified, Participant Agency must reimburse MWDOC.
Primary
MAA Inspection
Program Criteria
Type Listed in order
from A to C (must do
(C) below even if (A)
Secondary
Inspection
.n . .
Criteria
'Number of
Inspections
Required
9
Spray to Drip - Residential
The residential portion of the Spray -to -Drip Rebate Program is a device -based program with
different inspection requirements and criteria than other device -based inspections. The
inspection requirements for residential Spray -to Drip Rebate projects are described below:
Pre - Inspection Procedure
Once an application is received, a project cannot be accepted and no funding is reserved until a
"pre- inspection" is conducted, as follows:
MWDOC reviews the application to confirm:
• Program application is completed in full
• A copy of a current water bill is attached and confirms that
• Participant agency is participating in the program
• Project site is located within Orange County
• Payee name matches the application name
• Applicant has attached 3 to 5 photos of the project area taken with the existing sprinkler
system turned on. Photos must clearly show the sprinkler system in use and that the
spray heads are functional. Photos must also contain identifying features (house in
background, unique landscape /decorating features, etc.) to confirm that photos
submitted are for the property /site listed in the application.
• The number of drip "kits" the applicant is applying /eligible for.
• A simple site plan has been attached indicating the proposed spray -to -drip conversion
areas
• Any supplemental documents included have been reviewed.
Once MWDOC confirms that the application is complete and satisfies the above requirements,
MWDOC forwards the application to the Participant Agency to conduct its own review and
approval utilizing the steps listed above.
If the application has satisfied all of the above requirements, a Project Approval Notice is
generated by MWDOC /Participant Agency and emailed to the applicant. The funding is reserved
at this point and cannot increase. However, the funding amount may decrease if the applicant
installs less drip equipment than was specified on the application or if the costs of the equipment
are less than anticipated. Should the application fail the pre- inspection process, the application
will be denied. MWDOC reserves the right to conduct, or to require Participant Agency to
conduct, an on -site pre- inspection of any Spray -to Drip application should MWDOC, in its best
judgment, deem it necessary to do so.
Post - Inspection Procedure
Once the Spray -to -Drip Project is complete, applicant completes the Spray to Drip Completion
form to request an on -site post- inspection. Prior to scheduling the post- inspection, the
Completion Form will be reviewed by MWDOC to confirm the following:
• Completion Form is completed in full.
• Payee Name and Mailing Address for Rebate Check is provided.
• Applicant has attached at least 3 completed conversion area pictures showing:
• Wide angle view of completed project area(s)
• Close -up(s) of installed pressure regulation /filtration component(s)
• Close -up(s) of installed drip tubing
• Applicant has attached copies of any project related receipts or invoices. For a
receipt /invoice to be considered eligible it must include the following:
• Dated within the project period.
• Signed by the customer /applicant /property owner and includes the site
location, scope of work, and costs.
• Itemized to include make, model, sku, quantity, price per item, total price.
o The actual quantity of drip "kits" purchased and the quantity of kits eligible for
rebate.
• Labor is not reimbursable and must be listed as a separate line item.
If the Completion Form is missing or does not comply with the requirements of any of the above,
MWDOC /Participant Agency shall work with the applicant to obtain the information and or
appropriate photos /documents prior to scheduling the post- inspection. If applicant is unable to
provide receipts /invoices that meet the requirements set forth above, the post - inspection will be
considered a fail, the application will be denied, no rebate will be issued, and no on -site post -
inspection should be scheduled.
If the Completion Form has satisfied all of the above requirements, MWDOC /Participant Agency
and /or its inspector will work with Applicant to schedule the mandatory on -site post- inspection.
The purpose of the on -site post- inspection is to serve as an independent verification of the
information contained in the Completion Form. As part of the on -site post- inspection, Participant
Agency /inspector must verify the following:
• That drip irrigation equipment has been installed. For residential on -site post - inspection,
if microspray, point- source emitters, or any other type of drip irrigation other than
embedded emitter tubing has been installed, this must be noted and photographed. Only
embedded emitter tubing installations are eligible for rebates in residential settings.
That pressure regulation /filtration components have been installed as part of the drip
conversion. Manufacturer /make, model, model number /sku, and quantity should be
documented, and the equipment should be photographed.
That drip tubing has been installed. The drip tubing should be photographed. If covered,
a minimum of a 10 -foot section must be uncovered for the photograph.
• That spray irrigation is no longer functional in the drip conversion area(s). Any remaining
spray heads in the conversion area must be capped (no exceptions).
Once the on -site post inspection is complete, Participant Agency will complete the Rebate Check
Authorization form, in full, and upload all photos and documentation. Once the Check
Authorization form has been submitted, it will be reviewed by MWDOC, along with copies of all
10
receipts and invoices, and if the spray -to -drip project has satisfied all the terms, conditions,
guidelines, and requirements of the program, the application will be processed for rebate. If all
the terms, conditions, guidelines, and requirements of the program have not been satisfied, the
post- inspection will be considered a fail, and the application will be denied and no rebate funds
will be issued.
MWDOC reserves the right to conduct or attend any on -site post- inspection of any Spray -to Drip
application should MWDOC, in its best judgment, deem it necessary to do so.
V. /area -Based Programs
Area -based programs include any program where the rebate amount is determined by an area
measurement. Such programs currently include, but are not limited to, residential and commercial Turf
Removal and commercial Spray to Drip.
Turf R-_moval Participation Procedure
The Turf Removal Rebate Process, as it currently exists, is depicted in the following chart. The
process flow is broken down into 11 distinct steps starting with the Customer Application
Submittal and ending with Metropolitan and Participant Agency Invoicing. The 11 steps are as
follows:
Step 1: On -line Application and Document Submittal Process
Performed by the Customer
Step Z: Application Review Process and Pre Inspection Distribution
Performed by MWDOC
Step 4: Pre - Installation Inspection Process
Performed by Participant Agency or Inspection Vendor and sent to MWDOC for review
Step 5: Notice to Proceed or Denial Letter to Customer Process
Performed by MWDOC
Step 6: Participant Project Installation and Project Completion Notification
Performed by Customer
Step 7: Initial Project review, Post -Work Order Generation and Distribution
Performed by MWDOC
Step 8: Post - Installation Inspection Process
Performed by Participant Agency, MWDOC, or Inspection Vendor and sent to MWDOC
for review
Step 9: Application Approval or Denial and Invoice Review Process
Performed by MWDOC
11
Step 10: The Rebate Check Run and W -9 Request Process
Performed by MWDOC
Step 11: Metropolitan Water District and Participant Agency Invoicing Process
Performed by MWDOC
General Inspection Procedures
For all customer types, all sites will be measured by the Participant Agency and or its inspector
for 100% of the sites for 100% of the project areas during both the pre- and post- inspections.
Required minimum techniques for area measurements are described in Section V -
Measurement Techniques. All inspection procedures /verifications must adhere to the following
additional inspection and certification requirements:
Residential Area -Based Inspections: For residential area -based customers with an
approved Metropolitan rebate amount exceeding $5,000, Participant Agency or
inspection vendor must notify MWDOC /Metropolitan within 3 to 5 business days of
upcoming post - inspections) by Agency. MWDOC, Metropolitan or a designated
representative may attend inspection. Notification of upcoming inspection to be sent to
turfremoval @mwdoccom.
• Commercial Area -Based Inspections: For commercial area -based customers with an
approved Metropolitan rebate amount exceeding $10,000, Participant Agency must
notify MWDOC /Metropolitan 3 to 5 business days prior to upcoming post - inspections)
by Agency. MWDOC, Metropolitan or a designated representative may attend
inspection. Notification of upcoming inspection to be sent to
turfremoval @mwdoccom.
• Participant Agency will only bill MWDOC /Metropolitan for the square footage
measured.
• Participant Agency must adopt these Inspection Procedures as their own or,
alternatively, to develop and submit for approval by Metropolitan and /or MWDOC
Participant Agency's own inspection and verification procedures document in line with
the requirements and procedures contained in this document. MWDOC /Metropolitan
will require Participant Agency to submit them. MWDOC /Metropolitan may perform
onsite inspections of projects prior to payment. Result of the inspection may affect
payment made to Participant Agency
All projects that require inspection must be inspected prior to Participant Agency
invoicing MWDOC. MWDOC may request inspection reports from Participant Agency at
any time.
Pre - Inspection Procedures — Tur Removal
After an application is received and the information has been verified, a project cannot be
accepted and funding is not reserved until a "pre- inspection" is conducted by the Participant
12
Agency or by a vendor inspector. The pre- inspection on -site visit is a means to determine
confirmation of eligibility. The pre- inspection process verifies that the project area contains live
turf or sufficient evidence that live turf recently existed and that the requested square footage
to be removed seems reasonable and consistent with the physical inspection. This requirement
applies to both residential and commercial turf removal areas unless otherwise noted.
When establishing that areas are eligible, careful inspection with accurate, and precise
measurements, as described in Section V, are always required. For Turf Removal, during the pre -
inspection the total project area square footage is measured. Any non - eligible square footage is
removed, such as non -turf areas including bare soil, trees, shrubs, mulch, paving, and utility box
footprint, etc. Refer to specific program terms and conditions for eligibility criteria.
The square footage listed on the application is to be used as a reference, the initial project area
is to be based on the square footage as measured during the pre- inspection. Once the initial
project area square footage has been determined, that number is used to reserve funding, and a
letter to proceed is generated and sent to the customer.
On -Site Inspections for Area -Based Rebates
Unless the program guidelines specifically state otherwise, on -site eligibility verification and area
measurement for the pre- inspection is the method to be utilized by the inspection vendor as well
as any Participant agency conducting its own inspection.
Measuring Large Sites by GIS
With extremely large sites (in excess of 50,000 sf) where physical measurements are difficult,
aerial imagery is often employed to measure the site. In these circumstances a GIS measurement
may only be used to measure the project area and a pre - inspection site visit is still required to
ensure that the site meets all program conditions and requirements and is eligible to participate.
This method is often referred to as a "spot- check" since the sites are checked for existing turf
during the inspection, but measured separately using GIS.
If a site is measured by GIS, rather than through an on -site measurement technique, it must
explicitly be noted on a work order or through an equivalent form for written communication
from the Participant Agency /vendor inspector to MWDOC. Digital imagery must be saved and
sent to MWDOC. There must still be confirmation that the site /area to be rebated contains live
turf and that the requested footage to be removed seems reasonable and consistent with the
aerial inspection
Condition of Turf at Pre - Inspection
If bare areas were included by the customer, the inspector must subtract those areas. In many
cases, due to the drought or season, dormant or dead brown grass is present. Dormant or dead
brown grass that appears to have been maintained in the recent past is still eligible. However sites
where there is bare soil that appears compact and no turf was present in the recent past, are not
eligible. In addition, moss areas where there is no turf or areas that have grown or mowed weeds
would be ineligible. A lawn with weeds would still remain eligible. Photo documentation of the
turf is required in order to approve the site. Photos of the entire area and detailed photos should
13
be taken showing turf and bare soil conditions. For large sites with multiple separated areas (or
sub - areas), a map must be submitted identifying the area measured for each separate sub -area.
Multiple Applications under same Site
Residential sites have a lifetime maximum. Commercial sites have an annual maximum.
Modifications to Initial Project Area
In some instances a customer may want to swap turf removal areas /locations after a letter to
proceed has already been sent and construction has begun. This is common in HOAs, Golf Courses,
Parks, and other large sites, but occasionally occur with residential projects. There are many
reasons for changes such as: HOA board decisions, public outcry, irrigation system delineation
restrictions, or even finding out that some part of the property belongs to another entity (as is
common in parkways along sidewalks, and around common area parks). When these changes
occur, if the customer is simply removing an area to be renovated, no action is required. However,
if a decision is made to swap an area with another, additional documentation and a second pre -
inspection must occur and is required to ensure that the site is eligible and matches the area
measurements. This documentation must include a new site plan and photos of the intended
areas. Atthis point, because a letter to proceed has already been sent and construction has begun,
the site eligible for a rebate may not increase in size. If construction has not begun, and the
customer would like to increase the area of turf to be removed within program maximum square
footage guidelines, a second pre- inspection must occur and is required to ensure that the site is
eligible and matches the area measurements. If the swapping of one area for another occurs
during the construction phase of the project and is not previously approved by MWDOC, the
swapped area will not be eligible for rebate as it was not subject to the mandatory pre- inspection.
Post - Inspection Procedures — Turl Removal
For both residential and commercial projects, unless otherwise noted, once the letter to proceed
has been issued, the initial project area square footage may not increase; however, it may
decrease if the customer decides to remove less turf than what was measured.
After the customer has completed their project, a second on -site inspection (post - inspection)
occurs to ensure that the renovated areas are in compliance with the program. Entire (100 %)
project re- measurement should occur during the post - inspection, utilizing the same techniques
as employed during the pre- inspection measurement, with the exception of GIS. Negative
deviations between the pre- and post- inspections area measurements, as well as swapped areas
occurring without a proper pre - inspection and approval from MWDOC, will result in a reduction
of the rebate eligible area (meaning the lesser area measurement will be the basis for the rebate).
All projects must be inspected prior to Participant Agency invoicing MWDOC.
When establishing that areas are eligible, careful inspection with accurate, and precise
measurements, as described in Section V, are always required. For Turf Removal, during the
post- inspection the total converted area square footage must be measured. Any non - eligible
square footage is removed, such as remaining -turf areas, bare soil, or non - permeable area
including hardscape and pools. Refer to specific program terms and conditions for eligibility
criteria.
14
The initial project area square footage established during the pre- inspection is to be used as a
reference, the final project area is to be based on the square footage as measured during the
post- inspection. Once the final project area square footage has been determined, that number
is used to determine the actual potential rebate amount, so long as it does not exceed the total
eligible project costs. Only that final project square footage measured by the Participant
Agency /inspection vendor may be included in the payment request to MWDOC.
Project Extensions
In some instances, projects may experience delays. As all projects either have a 60 day deadline
or 90 day deadline to complete their project, an extension may be requested. In all cases,
extensions may only be granted to sites who are making progress to complete their project.
Documentation or a site visit is often required for the purposes of verifying that progress is being
made at a site. Examples of documentation are signed contracts with a landscape contractor,
photos of the site with turf removed and work under way, or canceled checks to a contractor. This
is an important step; if a site is not showing progress and there is no motivation to complete, it
may be cancelled to allow the funding of other, more motivated, rebate customers.
Spray to Drip - Commercial
The commercial portion of the Spray -to -Drip Rebate Program is administered in a similar way to
the residential portion, with the exception of the post- inspection requirements which are area -
based. The inspection requirements for commercial Spray -to Drip Rebate projects are described
below:
Pre - Inspection Procedure
Once an application is received, a project cannot be accepted and no funding is reserved until a
"pre- inspection" is conducted, as follows:
MWDOC reviews the application to confirm:
• Program application is completed in full.
• A copy of a current water bill is attached and confirms that
• Participant agency is participating in the program
• Project site is located within Orange County
• Payee name matches the application name
• Applicant has attached 5 to 10 photos of the project area taken with the existing sprinkler
system turned on. Photos must clearly show the sprinkler system in use and that the
spray heads are functional. Photos must also contain identifying features (buildings in the
background, unique landscape /decorating features, etc.) to confirm that photos
submitted are for the property /site listed in the application.
• Applicant has provided the square footage of the proposed spray -to -drip conversion area.
• A simple site plan has been attached indicating the proposed spray -to -drip conversion
areas.
• Any supplemental documents included have been reviewed.
15
Once MWDOC confirms that the application is complete and satisfies the above requirements,
MWDOC forwards the application to the Participant Agency to conduct its own review and
approval utilizing the steps listed above.
If the application has satisfied all of the above requirements, a Project Approval Notice is
generated by MWDOC /Participant Agency and emailed to the applicant. The funding is reserved
at this point and cannot increase. However, the funding amount may decrease if the applicant
installs less drip equipment than was specified on the application or if the costs of the equipment
are less than anticipated. Should the application fail the pre - inspection process, the application
will be denied. MWDOC reserves the right to conduct, or to require Participant Agency to
conduct, an on -site pre - inspection of any Spray -to Drip application should MWDOC, in its best
judgment, deem it necessary to do so.
Post - Inspection Procedure
Once the Spray -to -Drip Project is complete, applicant completes the Spray to Drip Completion
form to request an on -site post - inspection. Prior to scheduling the post - inspection, the
Completion Form will be reviewed by MWDOC to confirm the following:
• Completion Form is completed in full.
• Payee Name and Mailing Address for Rebate Check is provided.
• Applicant has attached at least 5 completed conversion area pictures showing:
• Wide angle view of completed project area(s)
• Close -up(s) of installed pressure regulation /filtration component(s)
• Close -up(s) of installed drip tubing
• Applicant has attached copies of any project related receipts or invoices. For a
receipt /invoice to be considered eligible it must include the following:
• Dated within the project period
• Signed by the customer /applicant /property owner and includes the site
location, scope of work, and costs.
• Itemized to include make, model, sku, quantity, price per item, total price. If
microspray or point source emitters have been installed, the flow rate for each
must be 2.5 gallons per hour or less, or per the terms and conditions of the
Program.
o Labor is not reimbursable and must be listed as a separate line item.
If the Completion Form is missing or does not comply with the requirements of any of the above,
MWDOC /Participant Agency shall work with the applicant to obtain the information and or
appropriate photos /documents /invoices prior to scheduling the post- inspection. If applicant is
unable to provide photos /documents /invoices that meet the requirements set forth above, the
post- inspection will be considered a fail, the application will be denied, no rebate will be issued,
and no on -site post- inspection should be scheduled.
If the Completion Form has satisfied all of the above requirements, Participant Agency and /or its
inspector will work with Applicant to schedule the mandatory on -site post - inspection. The
purpose of the on -site post - inspection is to serve as an independent verification of the
16
information contained in the Completion Form. As part of the on -site post - inspection, Participant
Agency /inspector must verify the following:
• The actual square footage of the conversion area. All commercial spray -to -drip sites will
be measured by the Participant Agency and or its inspector for 100% of the sites for 100%
of the spray -to -drip conversion areas during the post- inspections. The required minimum
techniques for area measurements are described in Section V - Measurement Techniques.
• That drip irrigation equipment has been installed. The type of drip equipment (embedded
emitter tubing /microspray /point source emitters must be noted and photographed.
• That pressure regulation /filtration components have been installed as part of the drip
conversion. Manufacturer /make, model, model number /sku, and quantity should be
documented, and the equipment should be photographed.
• That drip tubing has been installed. The drip tubing should be photographed. If covered,
a minimum of a 20 -foot section must be uncovered for the photograph.
• That spray irrigation is no longer functional in the drip conversion area(s). Any remaining
spray heads in the conversion area must be capped (no exceptions).
Once the on -site post inspection is complete, Participant Agency will complete the Rebate Check
Authorization form, in full, and upload all photos and documentation. Once the Check
Authorization form has been submitted, it will be reviewed by MWDOC, along with copies of all
receipts and invoices, and if the spray -to -drip project has satisfied all the terms, conditions,
guidelines, and requirements of the program, the application will be processed for rebate. If all
the terms, conditions, guidelines, and requirements of the program have not been satisfied, the
post- inspection will be considered a fail, and the application will be denied and no rebate funds
will be issued.
MWDOC reserves the right to conduct or attend any on -site post- inspection of any Spray -to Drip
application should MWDOC, in its best judgment, deem it necessary to do so.
V. Measurement Techniques
When measuring sites, tape measurers remain the most accurate method of measurement.
Measuring wheels are nearly as accurate when rolling on a flatsurface such as concrete or asphalt.
Measuring wheels on turf or shrub areas run the risk of being inaccurate. Tape measurers are
recommended whenever uneven surfaces are encountered. For large sites, a map should be
provided indicating all the turf areas intended for removal and all project areas should be
measured and noted with square footage.
Odd shapes are often hard to measure accurately. A series of methods of measuring odd shapes
have been reviewed and below are a listing of acceptable measurement techniques of odd shapes.
Alternative measuring techniques must be submitted to MWDOC for review and approval prior
to implementation and must be at least as be at least as accurate as the techniques listed here.
17
Non-Uniform Rectangular
First measure the length of the longest axis of the area (line AB). This is called the length line.
Next, divide the length line into equal sections, for example 13 ft. At each of these points,
measure the distance across the area in a line perpendicular to the length line at each point
(lines C through G). These lines are called offset lines. Finally, average the lengths of all offset
lines and multiply the result times line AB (65 ft. in this example). This is most notably different
from the Non- Uniform Ellipse method in that exactly one of the left or right edges is measured,
in this case line "C."
0
Irregular Rhombus or Widening Rectangular
M
Example: Non- Uniform Rectangular
Length line (AR) = 65 ft
Distance between offset lines is 13 ft apart
Length of each offset line:
C =20ft F =20ft
D =10ft G =25ft
E =15ft H =20 ft
Average length of = (C +D +E +F +G +H)
offset lilies (Number of offset lines)
= (20 +10 +15 +20 +25 +20)/6
= 18.3 ft
Total Area (Length line)
x (Average length of offset lines)
=65ftx 183ft
= 1192 ft2
A fast way to measure irregular rhombi is shown in the example below. Stake one end of the
measuring tape at point (A, B); measure line d and then line B. Without removing the stake
measure line c and then line A. Using those four measurements you will be able to find line a
and line b. The areas of triangle (ad), triangle (cb), and rectangle cd) can now be calculated.
18
Et
Example: Irregular Rhombus
or Widening Rectangular
Length of each line:
A=20ft c =18ft
13=25 ft d =21ft
Line(f) =A —c Line(e) =B —d
= 20 ft— I8ft = 25ft -21ft
=2 ft =oft
Area (cd) = c x d
= 18ftx21 ft
= 378 ft2
Area (cb) _ (c x e) / 2
= (18ftx4 ft) /2
=36 ft2
Area (M) _ (f x d) / 2
— (2ftx21 ft)/2 =21 ft2
Total Area= Area led) + Area (ce) + Area (fd)
= 378 fiz+ 36 ft2 + 21 ft2
= 435 ft2
Non - Uniform Round
First measure 16 evenly spaced radii from the same center point (point A). This is called the
centerpoint. Next take the average of all the radii (B +C +D +E +F +G +H +I +1 +K +L +M +N
+ O + P + Q) / 16. Use the average radii to calculate the area of a circle. (12.25 ft. in this
example).
19
)r �
u � I
II
i
Board used for measuring
LExample: Non - Uniform Round
Length of each offset line:
B =10ft E =12ft H =10ft K =9ft N =16ft Q =gft C =I5fit F
15 fit I =15ft L =8ft 0 =10fit
D =10ft G =13ft 7 =17ft M =I5ft P =12ft
of radii = 16
length of offset lines
=( B +C +D +E +F +G +H +I +I +K +L +M +N +O +P +Q)
/ (Number of radii)
=( 10+ 15+ 10+ 12+ 15 +13 +10 +15 +17 +9 +8 +15 +16 +10 +12 +9)
/16
= 12.25 ft
otal Area = a x 12.252 ft
= 3.14 x 12.25 fit x 12.25 ft
= 471 ft`
Non- Uniforr71 Ellipses
The method used for irregular shaped areas is called the "offset method ". First measure the length
of the longest axis of the area (line AB). This is called the length line. Next, divide the length line
into equal sections, for example 10 ft. At each of these points, measure the distance across the
area in a line perpendicular to the length line at each point (lines C through G). These lines are
called offset lines. Finally, add the lengths of all offset lines and multiply the result times the
distance that separates these lines (10 ft. in this example). This is most notably different from
Non - Uniform Rectangular in that neither the left or right edges of the shape are measured in the
ellipse.
8C i
F
20
Example: Non- Uniform Ellipse
Length line (AB) = 60 ft
Distance between offset lines is 10 ft apart
th of each offset line
C =I5ft F =25ft
D =10ft G =20ft
E =I5ft
¢al length
offsetlines =C +D +E +F +G
= 15 +10 +15 +25 +20
=85ft
Area = (Distance between offset lines)
x (sum of the length of offset lines)
= tOftx85ft
= 850 ft'
Nun - Uniform 11I1ioses AlternaEe
An alternate method of measuring non - uniform ellipses is by dividing the ellipses in uniform parts
and utilizing the non - uniform round method as described above. An example is shown below.
U, e.:, Z:�
21
Attachment "®"
Addendum 1A FY 16 -17
Metropolitan Base Incentive List - Residential (as of July 1, 2016)
Regional Residential Program
Metropolitan
Incentive*
1
High Efficiency Clothes Washer (HECW) (Beginning July 1, 2015, just be CEE tier one or better)
$85
2
Premium High- Efficiency Toilet (PHET) (single - family)
$40
3
Rotating Nozzles (For Pop -Up Spray Head Retrofits - Minimum 30 per home)
$2
Weather Based Irrigation Controller (WBIC)
4
- WBIC Less than one irrigated acre
$80
5
- WBIC One irrigated acre or larger
$35 per station
Soil Moisture Sensor System (SMSS)
6
- SMSS Less than one irrigated acre
$80
7
- SMSS One irrigated acre or larger
$35 per station
8
Rain Barrel (max 4 per home)
$75 per barrel
9
Cistern (oiler 200gallons)
$300
Other Incentives
Metropolitan
Eligible inMWD- Funded /Member Agency Administered Incentive Program
Incentive*
Residential Surveys
- Single - Family Indoor Survey -Member agency provides on -site visit written survey for the
10
customer listing recommendations on improvements, and review of findings report with
$12.50
customer. Survey can be combined with either irrigation evaluation (w10 timer) or
irrigation evaluation (with timer), but not both.
- Irrigation Evaluation (w10 timer) - Member agency provides the customer the findings of
11
the evaluation, makes recommendations on improvements to the irrigation system and
$8
provides a watering schedule.
12
- Irrigation Evaluation (with timer) - Member agency provides the customer the findings of
$18
the evaluation and provides recommended irrigation schedule.
Customized Residential Projects
13
Projects that result in water savings through customized site improvements. Metropolitan
$195
funding is limited to $195 per acre-foot of estimated water savings based on project life and up
per acre -foot
to one -half of the eligible project costs.
* Incentives are subject to the following:
• Effective July 1, 2016 • Limited to the cost of the device when applicable
• Paid on a first come, first served basis Must be a Metropolitan- approved device
• Subject to available funding
Addendum 1B FY 16 -17
Metropolitan Base Incentive List - CII (as of July 1, 2016)
Regional CII Program
g g
Metropolitan
Incentive*
1
Plumbing Flow Control Valve
$5 per valve
(Minimum 10 required)
2
Laminar Flow Restrictors
$10 per restriction
(Minimum 10 required)
3
Commercial Premium High Efficiency Toilet (PHET) -4 -liter
$40
Rebates are for matching bowls and complete flushometer valves (valve "kits" are ineligible
4
Multi - Family Premium High Efficiency Toilet (4- Liter)
$40
5
Zero Water Urinals (ZWU)
$200
ZWU units must replace existing urinals flushing at 1.5 gpf or greater.
Ultra Low Water Urinal (ULWU)
6
Rebates are for matching bowls and flushometer valves (valve "kits" are ineligible)
$200
Must flush at <0.125 gpf, and must replace existing urinals flushing at 1.5 gpf or greater.
WBIC and CCIC: Upgrades to existing equipment that enable functionality as a WBIC /CCIC may qualify for incentives
provided they meet program terms and conditions.
7
Weather -Based Irrigation Controller (WBIC)
$35 per station
8
Central Computer Irrigation Controller (CCIC)
$35 per station
9
Soil Moisture Sensor System (SMSS)
$35 per station
10
Large Rotary Nozzles
$13 er set
p
Minimum 8 sets (2 each) persite
11
Rotating Nozzles
$2 per nozzle
For Pop -up Spray Heads Retrofits - Minimum 30 units per site.
12
In -Stem Flow Regulator
$1 per regulator
Minimum 25 units per site
13
pH- Cooling Tower Controller (pH -CTC)
$1,750
14
Cooling Tower Conductivity Controller (CTCC)
$625
15
Dry Vacuum Pump
$125 per 0.5 HP
Maximum 2 Horsepower (HP) motor.
$485 per
16
Connectionless Food Steamers
compartment
17
Ice Making Machines
$1,000
Other Incentives
Metropolitan
Eligible in MWD- Funded /Member Agency Administered Program
Incentives*
Large Landscape Surveys
Member Agency's landscape survey program shall contain the following elements for each survey
site: 1) Irrigation system evaluation; 2) Development of a water budget and irrigation schedule;
$200
18
and 3) Survey report provided on -site to the recipient or customer.
per acre
Incentives are limited to the full cost of the survey; no restriction on application for additional
landscape device rebates. Project information data is required.
Water Use Accountability Incentive
Applies to professional landscape irrigation training and management. This incentive is available
for a maximum of five years and up to one -half of project cost.
Large residential (lot sizes one acre or more) and CIl landscapes must be metered to be eligible far
$3.50
19
Water Use Accountability (WUA) funding, and new construction sites are ineligible. If a weather-
per acre /month
based irrigation controller (WBIC) is installed on a site, that site is not eligible far WUA funding.
Member agencies must report all direct and indirect program costs, project acreage and acre-feet
usage (to the nearest one -tenth of a unit) to Metropolitan on a monthly basis, and shall certify
that Metropolitan Professional California Friendly landscape training or equivalent was provided.
Customized Projects
20
Projects that save water through customized site improvements. Metropolitan's funding is limited
$195
to $195 per acre-foot of estimated water savings based on project life, and up to one -half of
per acre -foot
eligible project costs.
*Incentives are subject to the following:
• Effective July 1, 2016 • Limited to the cost of the device when applicable
• Paid on a first come, first served basis • Must be a Metropolitan- approved device
• Subject to available funding
July 2016
Addendum 2A FY 16 -17
Residential Program
Participant Agency Supplemental Funding Authorization (as of July 1, 2016)
Participant
Regional Incentive Program
Metropolitan
Agency
Total
Authorized
Incentive
Incentive
Incentive
Funding
High Efficiency Clothes Washer (HECW)
$85
$
$
$
Premium High Efficiency Toilet (4 Liter)
(Single - family)
$40
$
$
$
Rotating Nozzles (minimum 30)
$2
$
$
$
Rain Barrels
$75
$
$
$
Cistern
$300 1
$
$
$
Check here ❑ if the supplemental incentives are flat regardless of actual device cost
Select
one: Check here ❑ if the supplemental incentives are limited to the actual device cost
(Actual device cost is the retail price of the device excluding tax, shipping, labor or other charges)
❑ If Participant Agency has complex or more detailed requirements, please check this box, sign this form and attach a
spreadsheet or other documentation showing funding details.
❑ To STOP any oral[ Supplemental Funding, please check this box, sign form, and submit to MWDOC.
Participant Agency Name
Authorized Funding $
Add /Subtract Additional Funds' $
Total Authorized Funding $
Start Date:
End Date:
'If this is not the first form this fiscal year, indicate amount of funding being added or subtracted.
This funding authorization is effective only for the period designated by the Participant Agency above, or until a
new authorization is approved and implemented by Metropolitan's vendor. Each form submitted shall include
the total authorization of the Agency for the specified time period. No funds will be carried over from prior
forms.
Supplemental funding forms received by MWDOC by the 15`" of a month will be sent to Metropolitan by the
20th of a month. Funding forms received by Metropolitan by the 20`h of a month shall become effective on the
first day of the following month unless a later Start Date is specified. Incentives will not be applied retroactively.
Participant Agency is obligated to pay supplemental funding for any on -line commitments /applications made
while this authorization is in effect, even if final payment for these commitments is /are due after the End Date
specified. By signing, Participant Agency agrees to these terms.
Authorizing Signature General Manager /Designee Date
MWDOC Use Only: Date received: Approved by
Date sent to Metropolitan:
Comments:
July 2016
Addendum 2B FY 16 -17
CII Program
Participant Agency Supplemental Funding Authorization (as of July 1, 2016)
Regional Incentive Program
Metropolitan
Incentive
Participant
Agency Incentive
Total
Incentive
Authorized
Funding
Plumbing Flow Control Valve
$ 5 each
$
$
$
Laminar Flow Restrictors
$ 10 per Restrictor
$
$
$
Commercial Premium HET
$ 40
$
$
$
Multi - Family Premium HET
$ 40
$
$
$
Zero Water Urinals (ZWU)
$ 200
$
$
$
Ultra Low Water Urinal (ULWU)
$ 200
$
$
$
Large Rotary Nozzles
$ 13 per Set
$
$
$
Rotating Nozzles for Pop -up Spray Heads Retrofits
$ 2 per Nozzle
$
$
$
In -Stem Flow Regulator
$ 1 per Regulator
$
$
$
pH- Cooling Tower Controller (pH -CTC)
$1,750
$
$
$
Cooling Tower Conductivity Controller (CTCC)
$ 625
$
$
$
Dry Vacuum Pump
$ 125 per 0.5 HP
$
$
$
Connectionless Food Steamers
$ 485 per
compartment
$
$
$
Ice - Making Machines
$1,000
$
$
$
Select one:
Check here ❑ if the supplemental incentives are flat regardless of actual device cost
Check here ❑if the supplemental incentives are limited to the actual device cost
(Actual device cost is the retail price of the device excluding tax, shipping, labor or other charges)
❑
If Participant Agency has complex or more detailed requirements, please check this box, sign this form and
attach a spreadsheet or other documentation showing funding details.
❑
To STOP any or all Supplemental Funding, please check this box, sign form, and submit to MWDOC
Participant Agency Name
Authorized Funding $
Add /Subtract Additional Funds' $
Total Authorized Funding $
Start Date:
End Date:
1. If this is not the first form for this fiscal year, indicate amount of funding being added or subtracted
July 2016
This funding authorization is effective only for the period designated by the Participant Agency, or until anew
authorization is approved and implemented by Metropolitan's vendor. Each form submitted shall include the total
authorization of the Agency for the specified time period. No funds will be carried over from prior forms.
Supplemental funding forms received by MWDOC by the 15" of a month will be sent to Metropolitan by the 20th of a
month. Funding forms received by Metropolitan by the 20" of a month shall become effective on the first day of the
following month unless a later Start Date is specified. Incentives will not be applied retroactively.
Participant Agency is obligated to pay supplemental funding for any on -line commitments /applications made while this
authorization is in effect, even if final payment for these commitments is /are due after the End Date specified.
By signing, Participant Agency agrees to these terms.
Participant Agency
Authorizing Signature General Manager Date
MWDOC Date received:
Use Only:
Date sent to Metropolitan, if applicable:
Comments:
Approved by:
July 2016
Addendum 2C FY 16 -17
Participant Agency Supplemental Funding Authorization
for Water Savings Incentive Program (as of July 1, 2016)
Participant Agency Incentive (per
1,000 gal /yr)
Supplement to Metropolitan's funding
for Water Savings Incentive Program
$
Participant Agency
Total Authorized Funding* $
Start Date:
End Date:
*This authorization represents the Participant Agency's total funding for the period.
This funding authorization is effective for only the period designated by the Participant Agency above or until
a new authorization is approved and implemented by Metropolitan. Each form submitted shall include the
total authorization of the Agency for the specified time period. No funds will be carried over from prior forms.
Incentives will not be applied retroactively.
Water Savings Incentive Program projects are typically multi -year projects with incentives paid in
subsequent years. Participant Agency is required to authorize the project prior to MWDOC and
Metropolitan's approvals. Participant Agency is obligated to pay supplemental funding for any projects
MWDOC and Metropolitan approve while this authorization is in effect. MWDOC will invoice for the
supplemental funding portion of incentives when incentives are paid to the customer. Participating Agency
shall reimburse MWDOC for any supplemental funding that the Participant Agency fails to provide as
represented above and that MWDOC and /or Metropolitan provided or became obligated to provide on the
Participant Agency's behalf. The terms of this authorization maybe modified only in writing by authorized
representatives of Participant Agency and MWDOC. By signing, Participant Agency agrees to these
terms.
Authorizing Signature General Manager /Designee Date
MWDOC
Date received: Approved by
Use Only:
Date sent to Metropolitan, if applicable:
Comments:
July 2016
Addendum 3A FY 16 -17
Smart Timer Rebate Program
Participant Agency Funding Authorization (as of July 1, 2016)
Page 1 of 2
With regard to the residential weather -based irrigation controllers or soil moisture sensor
systems (Res Smart Timer), Participant Agency is eligible for additional Grant Funding from
MWDOC ( "MWDOC Smart Timer Funding "), if funding is available, only if Participant Agency
provides supplemental funding for Res Smart Timers by completing Table 1 below. When
MWDOC Smart Timer Grant Funding is not available, Participant Agency has the option to
provide supplemental funding for Res Smart Timers, should Participant Agency so choose, by
completing Table 2 below.
Residential Smart Timers: Participant Agency agrees to provide funding for Residential Smart
Timers in the amount specified in Table 1 or Table 2 below per Res Smart Timer. Funding will
be provided on a per device basis up to the "Not to Exceed" funding limit:
Table 1
(To be completed only when there is MWDOC Smart Timer Funding available)
Category
Participant Agency
Funding Amount
Not to Exceed Funding Limit For Fiscal Year
2016 -2017
Authorized Funds: $
Add /Subtract Funds: $
Res Smart Timer with
$75 per Res Smart
Total Authorized Funds: $
MWDOC Smart Timer
Timer
Start Date:
Funding
End Date:
Table 2
Category
Participant Agency
Funding Amount
Not to Exceed Funding Limit For Fiscal Year
2016 -2017
Authorized Funds: $
Add /Subtract Funds: $
$ per Res
Total Authorized Funds: $
Res Smart Timer
Smart Timer
Start Date:
End Date:
Commercial Smart Timers: If Participant Agency elects to provide additional funding for
commercial weather based irrigation controllers, central computer irrigation controllers, or soil
moisture sensor systems (CII Smart Timer), Table 3 below shall list the Participant Agency's
funding amount per CII Smart Timer station. CII Smart Timer rebates are calculated on the CII
Smart Timer's station capacity, and Participant Agency's funding amounts shall be In addition to
the per station amount provided by Metropolitan.
July 2016
Addendum 3A FY 16 -17
Smart Timer Rebate Program
Participant Agency Funding Authorization (as of July 1, 2016)
Page 2 of 2
Table 3
Category
Participant
Not to Exceed Funding Limit For Fiscal Year
Agency Funding
2016 -2017
Amount
Authorized Funds: $
Add /Subtract Funds: $
Total Authorized Funds: $
CII Smart Timer
$_ per Station
Start Date:
End Date:
This funding authorization is effective only for the designated period or until a new authorization is received and approved
by MWDOC. Each form submitted shall include the total authorization of the Agency for the specified time period.
Supplemental funding forms received by MWDOC by the 15th of a month will be sent to Metropolitan by the 20th of a
month. Funding forms received by Metropolitan by the 20th of a month shall become effective on the first day of the
following month unless a later Start Date is specified. Incentives will not be applied retroactively.
Participant Agency is obligated to pay supplemental funding for any on -line commitments /applications made while this
authorization is in effect, even if final payment for these commitments is /are due after the End Date specified. Bysigning,
Participant Agency agrees to these terms.
Participant Agency
Authorizing Signature General Manager /Designee Date
Date received:
Date sent to Metropolitan, if applicable:
Approved by
Addendum 3B FY 16 -17
Turf Removal Rebate Program
Participant Agency Participation Authorization (Page 1 of 3)
Election to Participate /Not Participate in Turf Removal Rebate Program.
By checking the box below,
Name of Participant Agency
Not participate in the Turf Removal Rebate Program
or
Participate in the Turf Removal Rebate Program
Residential /Commercial /Public Agency
Residential Only
Commercial Only
Public Agency Only
hereby elects to either:
❑
Site Inspection; Election by Participant. Participant Agency must conduct mandatory, on
site pre -turf and post -turf removal verifications /inspections on 100% of participating sites in its
service area, as described in Amendment 1 to the Water Conservation Participation
Agreement and the MWDOC Inspection and Verification Procedures document. Participant
Agency may elect to (1) conduct its own pre -turf and post -turf removal
verifications /inspections by utilizing its in -house staff (2) contract with a third party vendor of
its choice to conduct the pre -turf and post -turf removal verifications /inspections; or (3) utilize
MWDOC's installation verification /inspection contractor to conduct the pre -turf and post -turf
removal verifications /inspections.
If Participant Agency elects to utilize MWDOC's verification /inspection vendor, Participant
Agency may elect to contract directly with MWDOC's inspection vendor. Participant Agency
understands and agrees that if Participant Agency utilizes MWDOC's verification /inspection
vendor, Participant Agency must still comply with all of the requirements of the Water
Conservation Participation Agreement, including the refund requirements in Section 6.6, anc
that MWDOC is in no way liable or responsible for the acts or omissions of such vendor and
makes no representations or warranties regarding the quality of such vendor's work.
Participant's sole recourse as to any action, claims or damages arising out of the acts or
omissions of MWDOC's verification /inspection vendor is with the vendor and not with
MWDOC.
By its initials below,
Name of Participant Agency
hereby elects to either:
Addendum 3B FY 16 -17
Turf Removal Rebate Program
Participant Agency Participation Authorization (Page 2 of 3)
(1) Conduct its own inspections:
(2) Contract with its own third -party inspector:
Initial Here
Initial Here
(3) Allow MWDOC to invoice Participant Agency
monthly for previous month's inspections: Initial Here
An authorized representative(s) of Participant Agency must approve all pre -turf and post -turf
removal verification /inspection work orders, whether conducted by Participant Agency, a
third -party vendor, or MWDOC's inspection contractor. Participant Agency shall designate its
authorized representatives) by completing Table 1 below. All authorized representative(s)
identified in Table 1 must have signing authority with Participant Agency to certify that all
information contained in the pre -turf and post -turf removal verification /inspection work orders
is true and correct and to approve all rebate funding amounts.
Table 1
Designation by Participant Agency of Authorized Representative(s)
Name
Election to Provide Supplemental Funding. Participant has the option to provide
supplemental funding to customers in its service area to further incentivize participation in the
Turf Removal Rebate Program. By completing Table 2 below, Participant Agency elects to
provide supplemental funding for turf removal rebate incentives. Participant Agency
acknowledges that it is responsible for managing its own rebate funding budget via the
Droplet online portal. MWDOC will not be tracking the status of Participant's Agency funding.
Addendum 313 FY 16 -17
Turf Removal Rebate Program
Participant Agency Participation Authorization (Page 3 of 3)
Table 2
Turf Removal Rebate Supplemental Funding
By signing below, Participant Agency understands that it is obligated to pay any supplemental rebate funding amounts and
vendor inspection fees, if selected, for any applications initiated during the term of this Addendum 313, regardless of when
the project is completed and the rebate check is issued.
This funding authorization is effective for applications received by MWDOC on or after May 4, 2016 and continues through
June 30, 2017 or until a replacement Addendum is approved and implemented by MWDOC, whichever comes first. All
invoicing shall be pursuant to the terms of the Water Conservation Participation Agreement. Incentives will not be applied
retroactively. This funding authorization is effective only for the designated period or until a new authorization is received
and approved by MWDOC. Each form submitted shall include the total authorization of the Agency for the specified time
period.
Supplemental funding forms received by MWDOC by the 15 " of a month shall become effective on the first day of the
following month unless a later Start Date is specified.
By signing, Participant Agency agrees to these terms.
Participant Agency
Authorizing Signature General Manager lVesi nee Date
Date received: Approved by
Participant Agency
Participant Agency Supplemental
Turf Removal Rebate
Providing Supplemental
Funding Amount per Square Foot
Funding
of Turf Removed
x
Residential Turf Removal
$ /sf
(One application per property
11 Yes ❑ No
Maximum of 1,000 /sf
address per lifetime)
Commercial Turf Removal
$ !sf
(One application per customer per
❑ Yes ❑ No
Maximum of 10,000 /sf
year)
Public Agency Turf Removal
$ /sf
(One application per customer per
❑ Yes ❑ No
Maximum of 25,000 /sf
ear )
By signing below, Participant Agency understands that it is obligated to pay any supplemental rebate funding amounts and
vendor inspection fees, if selected, for any applications initiated during the term of this Addendum 313, regardless of when
the project is completed and the rebate check is issued.
This funding authorization is effective for applications received by MWDOC on or after May 4, 2016 and continues through
June 30, 2017 or until a replacement Addendum is approved and implemented by MWDOC, whichever comes first. All
invoicing shall be pursuant to the terms of the Water Conservation Participation Agreement. Incentives will not be applied
retroactively. This funding authorization is effective only for the designated period or until a new authorization is received
and approved by MWDOC. Each form submitted shall include the total authorization of the Agency for the specified time
period.
Supplemental funding forms received by MWDOC by the 15 " of a month shall become effective on the first day of the
following month unless a later Start Date is specified.
By signing, Participant Agency agrees to these terms.
Participant Agency
Authorizing Signature General Manager lVesi nee Date
Date received: Approved by
Addendum 3C FY 16 -17
Spray to Drip Irrigation Rebate Program
Participant Agency Participation Authorization (Page 1 of 3)
Election to Participate /Not Participate in Spray to Drip Irrigation Rebate Program.
By checking the box below, hereby elects to either:
Name of Participant Agency
Not participate in the Spray to Drip Irrigation Rebate Program ❑
1.111
Participate in the Spray to Drip Irrigation Rebate Program
Residential /Commercial ❑ Residential Only ❑ Commercial Only ❑
Site Inspection; Election by Participant. Participant Agency must conduct mandatory, on
site post -drip conversion verifications /inspections on 100% of participating sites in its service
area, as described in Amendment 1 to the Water Conservation Participation Agreement and
the MWDOC Inspection and Verification Procedures document. Participant Agency may elect
to (1) conduct its own post -drip conversion verifications /inspections by utilizing its in -house
staff (2) contract with a third party vendor of its choice to conduct the post -drip conversion
verifications /inspections; or (3) utilize MWDOC's installation verification /inspection contractor
to conduct the post -drip conversion verifications /inspections.
If Participant Agency elects to utilize MWDOC's verification /inspection vendor, Participant
Agency may elect to contract directly with MWDOC's inspection vendor. Participant Agency
understands and agrees that if Participant Agency utilizes MWDOC's verification /inspection
vendor, Participant Agency must still comply with all of the requirements of the Water
Conservation Participation Agreement, including the refund requirements in Section 6.6, and
that MWDOC is in no way liable or responsible for the acts or omissions of such vendor and
makes no representations or warranties regarding the quality of such vendor's work.
Participant's sole recourse as to any action, claims or damages arising out of the acts or
omissions of MWDOC's verificationlinspection vendor is with the vendor and not with
MWDOC.
By its initials below,
Name of Participant Agency
(1) Conduct its own inspections:
(2) Contract with its own third -party inspector:
(3) Allow MWDOC to invoice Participant Agency
monthly for previous month's inspections:
hereby elects to either:
Initial Here
Initial Here
Initial Here
Addendum 3C FY 16 -17
Spray to Drip Irrigation Rebate Program
Participant Agency Participation Authorization (Page 2 of 3)
An authorized representative(s) of Participant Agency must approve all post -drip conversion
verification /inspection work orders, whether conducted by Participant Agency, a third -party
vendor, or MWDOC's inspection contractor. Participant Agency shall designate its authorized
representative(s) by completing Table 1 below. All authorized representative(s) identified in
Table 1 must have signing authority with Participant Agency to certify that all information
contained in the post -drip conversion verification /inspection work orders is true and correct
and to approve all rebate funding amounts.
Table 1
Designation by Participant Agency of Authorized Representative(s)
Name Title
Election to Provide Supplemental Funding. Participant has the option to provide
supplemental funding to customers in its service area to further incentivize participation in the
Spray to Drip Irrigation Rebate Program. By completing Table 2 below, Participant Agency
elects to provide supplemental funding for spray to drip irrigation rebate incentives
Table 2 — Spray to Drip Rebate Supplemental Funding
Program
Participant Agency
Funding Amount per
Square Foot
Not to Exceed Funding Limit For Fiscal Year 2016 -2017
Authorized Funds: $
Add /Subtract Funds: $
Residential Spray
$
Total Authorized Funds: $
to Drip
Start Date:
End Date:
Authorized Funds: $
Add /Subtract Funds: $
Total Authorized Funds: $
CII Spray to Drip
$
Start Date:
End Date:
Addendum X FY 16 -17
Spray to Drip Irrigation Rebate Program
Participant Agency Participation Authorization (Page 3 of 3)
By signing below, Participant Agency understands that it is obligated to pay any supplemental rebate funding amounts and
vendor inspection fees, if selected, for any applications initiated during the term of this Addendum 3C, regardless of when
the project is completed and the rebate check is issued.
This funding authorization is effective for applications received by MWDOC on or after April 15, 2016 and continues
through June 30, 2017 or until a replacement Addendum is approved and implemented by MWDOC, whichever comes first.
All invoicing shall be pursuant to the terms of the Water Conservation Participation Agreement. Incentives will not be
applied retroactively. This funding authorization is effective only for the designated period or until a new authorization is
received and approved by MWDOC. Each form submitted shall include the total authorization of the Agency for the
specified time period.
Supplemental funding forms received by MWDOC by the 151" of a month shall become effective on the first day of the
following month unless a later Start Date is specified.
By signing, Participant Agency agrees to these terms.
Participant Agency
Authorizing Signature General Mana er /Desi nee Date
Date received: Approved by