Water system capacity charge study RFP

Agency: East Bay Municipal Utility District
State: California
Type of Government: State & Local
NAICS Category:
  • 221310 - Water Supply and Irrigation Systems
  • 237110 - Water and Sewer Line and Related Structures Construction
  • 541330 - Engineering Services
Posted Date: Aug 13, 2019
Due Date: Aug 30, 2019
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EBMUD is soliciting proposals to conduct the Water System Capacity Charge Study. If needed, proposer interviews will take place on September 24, 2019.

Please respond to this RFP no later than 4:00 p.m. on August 30, 2019. Please include one (1) original hard copy RFP response with original ink signatures. Please include proposer's name, return address, and RFP title on mailing package. RFP should be mailed or delivered to:

Mail: Hand Delivered/Fed Ex:

EBMUD
ATTN: Kelley K. Smith, Manager of Purchasing
RE: Water SCC Study RFP
Purchasing Division
P.O. Box 24055, MS 102
Oakland, CA 94623-1055
(Postmarks will not be accepted)

EBMUD
ATTN: Kelley K. Smith, Manager of Purchasing
RE: Water SCC Study RFP
Purchasing Division
375 Eleventh Street, First Floor
Oakland, CA 94607-4240

Questions

If you have questions regarding this RFP, please send an email to Richard Lou , Principal Management Analyst. To ensure a response, questions must be received no later than 3:00 p.m. on August 26, 2019.

RFP Document
Document Type Size
Water System Capacity Charge Study RFP PDF 4.8 MB

Attachment Preview

EAST BAY MUNICIPAL UTILITY
DISTRICT
REQUEST FOR PROPOSAL (RFP)
for
Water System Capacity Charge Study
Contact Person: Richard Lou, Principal Management Analyst
Phone Number: 510-287-0399
E-mail Address: richard.lou@ebmud.com
For complete information regarding this project, see RFP posted at
https://www.ebmud.com/business-center/requests-proposal-rfps/ or contact the EBMUD
representative listed above. Please note that prospective proposers are responsible for
reviewing this site during the RFP process, for any published addenda regarding this RFP.
RESPONSE DUE
by
4:00 p.m.
on
August 30, 2019
at
EBMUD, Purchasing Division
375 Eleventh St., First Floor
Oakland, CA 94607
375 Eleventh Street, Oakland, CA 94607
Website: ebmud.com
Note: EBMUD is committed to reducing environmental impacts across our entire supply chain. If printing this document, please
print only what you need, print double-sided, and use recycled-content paper.
EAST BAY MUNICIPAL UTILITY DISTRICT
RFP
for
Water System Capacity Charge Study
TABLE OF CONTENTS
I. STATEMENT OF WORK
A. SCOPE
B. PROPOSER QUALIFICATIONS
C. SPECIFIC REQUIREMENTS
D. DELIVERABLES / REPORTS
II. CALENDAR OF EVENTS
III. DISTRICT PROCEDURES, TERMS, AND CONDITIONS
A. RFP ACCEPTANCE AND AWARD
B. EVALUATION CRITERIA/SELECTION COMMITTEE
C. PRICING
D. NOTICE OF INTENT TO AWARD AND PROTESTS
E. WARRANTY
F. INVOICING
IV. RFP RESPONSE SUBMITTAL INSTRUCTIONS AND INFORMATION
A. DISTRICT CONTACTS
B. SUBMITTAL OF RFP RESPONSE
C. RESPONSE FORMAT
ATTACHMENTS
EXHIBIT A RFP RESPONSE PACKET
EXHIBIT B INSURANCE REQUIREMENTS
EXHIBIT C CONSULTING AND PROFESSIONAL SERVICES AGREEMENT
EXHIBIT D MAP OF CURRENT SYSTEM CAPACITY CHARGE REGIONS
EXHIBIT E DEMAND MODEL DESCRIPTION
EXHIBIT F WATER SUPPLY SIMULATION MODEL DESCRIPTION (RIVERWARE)
EXHIBIT G 2007 SYSTEM CAPACITY CHARGE STUDY
EXHIBIT H FY2019 SYSTEM CAPACITY CHARGE UPDATE
EXHIBIT I FY2020 SYSTEM CAPACITY CHARGE RATE SCHEDULE
EXHIBIT J 2006 MULTI-FAMILY SYSTEM CAPACITY CHARGE STUDY
EXHIBIT K SYSTEM CAPACITY CHARGE HISTORY, METHODOLOGY AND PLAN GOING FORWARD
BOARD 2018 MEMO
EXHIBIT L MICRO UNIT DEVELOPMENT PILOT STUDY BOARD 2017 MEMO
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Water System Capacity Charge Study
I. STATEMENT OF WORK
A. SCOPE
It is the intent of these specifications, terms, and conditions to describe the Water
System Capacity Charges (SCC) Study that will review and update the methodology,
calculations, and application of the SCC.
East Bay Municipal Utility District (EBMUD) intends to award a one-year contract to the
Proposer(s) who best meets EBMUD’s requirements.
EBMUD’s SCC was first established in 1983 as a means of assessing applicants an
appropriate share of the costs of water distribution capital improvements within the
SCC regions of EBMUD. The SCC is applied on a regional basis to reflect the variations in
costs associated with providing new service in different geographic regions of the
District as well as each Region’s unique water consumption pattern. In 1986, an
appropriate share of the costs of future water supply (FWS) improvements was added to
the SCC. All applicants for water service are required to pay the SCC when the
installation of a new service or upsizing of an existing connection is needed. The SCC is
applied on a regional basis (see Exhibit D for map), and the SCC charge is updated
annually to reflect construction cost escalation for facilities that have already been built
or increased cost estimates for facilities yet to be constructed. The SCC is assessed
based on an applicant’s expected average annual consumption, expressed in gallons per
day (gpd), and the SCC region of the new connection.
Initially, the SCC was designed to recover only the incremental costs of the
improvements needed to serve new development. In 2007, the then seven SCC regions
were consolidated into three regions, and the methodology was revised to include a
buy-in component so that new customers contributed to the cost of the existing system-
wide and regional water system facilities rather than only paying for the cost of
incremental facilities constructed to serve new customers. Since 2007, EBMUD has
increased the SCC every year to reflect construction costs of additional facilities,
construction cost escalation, financing costs and revised estimated costs to complete
the FWS projects.
The Water SCC Study will comprehensively review the methodology and provide
recommendations for updating the calculations for EBMUD’s SCC. It will also review the
current approach for assessing the SCC for new individual applicants and develop
alternative approaches. For single family residential and non-residential applicants
requesting installation of meters up to 1 ½”, EBMUD uses a standardized approach to
determining the expected annual water consumption and corresponding SCC based on
meter size and SCC region. For applicants with meter sized greater than 1 ½”, EBMUD
independently reviews the expected annual water consumption provided by the
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Water System Capacity Charge Study
applicant and calculates the corresponding SCC. Multi-family residential applicants
currently pay a standard per dwelling SCC fee based on the corresponding SCC region.
The Water SCC Study will also investigate potential feasible options and justification to
create special SCC categories or adjustments for small size multi-family residential
dwelling units and other low water use situations. EBMUD has recently developed a
comprehensive water demand model that estimates annual water use for different
customer classes based on input parameters such as building and landscape area square
footage and housing density. The Water SCC Study will incorporate the results of the
new demand model into the SCC calculations for consumption and possibly use the
demand model to develop the approach to assessing the SCC for individual applicants.
B. PROPOSER QUALIFICATIONS
1. Proposer Minimum Qualifications
a. Proposer, Proposer’s principal, or Proposer’s staff shall have been
regularly engaged in the business of providing utility rate service cost
studies and reporting for at least five (5) years. Previous experience shall
be with utility districts of similar size and demographics to those of
EBMUD.
b. Proposer shall possess all permits, licenses, and professional credentials
necessary to perform services as specified under this RFP.
C. SPECIFIC REQUIREMENTS
TASK 1
Review of EBMUD’s SCC Buy-In and Incremental Methodology
As described in the attachments, EBMUD currently bases its SCC on both a buy-in
component for system wide facilities and regional facilities and an incremental
component for FWS facilities. The costs for system wide facilities such as water supply
and transmission, terminal reservoirs, and general plant facilities are used to calculate
the system wide component that is charged to all new applicants. There are currently
three SCC regions where costs for the distribution system, reservoirs, and water
treatment plants that serve each SCC region are used to calculated specific regional SCC
component charges. The cost of the water supply projects primarily needed to serve the
demand of new applicants is recovered in the FWS component of the SCC. In the current
approach, recycled water projects are included in the FWS because the offset to current
potable water use is assumed to provide water for new applicant demand. The SCC
currently is calculated and assessed based on annual water consumption not peak flow
or capacity.
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Water System Capacity Charge Study
The review of EBMUD’s buy-in and incremental methodology will include:
1. Review the system wide and regional buy-in components of the SCC and
alternative approaches and provide recommendation on methodology.
2. Review of the option of combining the regional facilities with the system wide
facilities into a single buy-in component of the SCC.
3. Review different approaches to the demand level used for the buy-in component
of the SCC and recommend an approach. The current buy-in component is
calculated using the projected future system and regional annual demand.
4. Review the FWS incremental component including review of the specific
supplemental supply projects.
5. Review and recommend the asset valuation approach for existing facilities.
EBMUD currently uses the replacement value approach in its SCC calculations.
Provide an analysis of the current and alternative asset valuation approaches.
TASK 2
Develop SCC Unit Costs
Using the SCC methodologies recommended in Task 1, provide recommendations and
alternatives for revising/updating the SCC unit costs from the asset values and demand
levels. EBMUD has recently developed a detailed water demand model that provides
current and future water demand by customer type and geographic location based on
input factors such as number of dwelling unit, building square footage, parcel size, and
irrigated area. See EXHIBIT E for description of the EBMUD demand model. Because the
supplemental supply projects are primarily used for drought year supply, the
determination of the portion of new applicant demand used in the calculation of the
FWS incremental component requires water supply simulation modeling. EBMUD is
currently modeling water supply time series for the 2020 Urban Water Management
Plan that can be used for the calculation of the FWS incremental component. See
EXHIBIT F for description of the EBMUD water supply simulation model.
The development of the SCC unit costs will include:
1. Definition of the facilities for the system wide and regional buy-in components
and the future water supply incremental component.
2. Development of the specifications for the asset valuation. Calculation of the
current year asset values using the recommended valuation method from Task 1.
3. Development of the demand approach for the system wide and regional buy-in
components using the capabilities of the EBMUD demand model.
4. Development of the demand approach for the FWS incremental component using
the capabilities of the EBMUD water supply simulation model.
5. Calculation of the SCC unit costs for each component.
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Page 5

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