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Home My WebLink AboutBozeman, MT Water Audit_040721• • • • \ k",.s • • a lit I, • lb 4 M.E. co., Inc. RFP TO PROVIDE The City of Bozeman Water Conservation 2021 Water Distribution System Audit & Level One Validation Water System Solutions YOUR TEAM FOR SECURE + RELIABLE Due: April 7, 2021 at 3:00 PM rSME t Po SO Inc.N John H. Van Arsdel Vice President 3406 Enterprise Avenue Valparaiso, IN 46383 800.255.1521 P 888.531.2444 F john@mesimpson.com April 7, 2021 Mr. Mike Maas City Clerk City of Bozeman PO Box 1230 Bozeman, MT 59771-1230 RE: PROPOSAL FOR A 2021 WATER DISTRIBUTION SYSTEM AUDIT AND LEVEL ONE VALIDATION Dear Mr. Maas, M.E. Simpson Co., Inc. is pleased to present our proposal to provide Water Audit and Level One Validation Services for the City of Bozeman Water Conservation. M.E. Simpson Co., Inc. is a Professional Services Firm dedicated to developing and providing programs and services designed to maximize peak performance for our clients’ water distribution systems. Many of these programs are universally recognized as a part of “Best Management Practices” (BMPs) for utilities. We pride ourselves on delivering solid solutions using the highest quality technical and professional services by way of state-of-the-art technology and a skilled and well-trained staff of professionals. Our highly educated engineers and technical team are committed to the success of this project. They will be ready at a moment’s notice to relieve your staff's burden and ensure a seamless continuation of your services. Our services were developed and refined to provide utilities with programs that can be customized to meet their needs. From complete “Turn-Key” services to assisting with the development of “in-house” programs for utilities, M.E. Simpson Co., Inc. serves our clients with this ultimate goal: to deliver to the public the implicit faith that “the water is always safe to drink”. Thank you for your consideration and this opportunity to acquaint you with our water audit services and offer this response. We are committed to exceeding your expectations. Sincerely, John H. Van Arsdel Vice President Table of Contents Attachment A - Nondiscrimination and Equal Pay Affirmation Project Overview Firm Background Project Approach & Scope of Work Proposed Schedule Key Personnel Qualifications Project Team Resumes References Investment 4 5 6 10 18 19 20 27 29 Attachment A NONDISCRIMINATION AND EQUAL PAY AFFIRMATION M.E. Simpson Co., Inc. (name of entity submitting) hereby affirms it will not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin, or because of actual or perceived sexual orientation, gender identity or disability and acknowledges and understands the eventual contract will contain a provision prohibiting discrimination as described above and this prohibition on discrimination shall apply to the hiring and treatments or proposer's employees and to all subcontracts. In addition, M.E. Simpson Co., Inc. (name of entity submitting) hereby affirms it will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and has visited the State of Montana Equal Pay for Equal Work "best practices" website, https:fiequalpay.mtgov/BestPractices/Employers, or equivalent "best practices publication and has read the material. Vt/tit A0e4,406,41 a e and title of person authorized to sign on behalf of submitter Attachment A NONDISCRIMINATION AND EQUAL PAY AFFIRMATION M.E. Simpson Co., Inc. (name of entity submitting) hereby affirms it will not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin, or because of actual or perceived sexual orientation, gender identity or disability and acknowledges and understands the eventual contract will contain a provision prohibiting discrimination as described above and this prohibition on discrimination shall apply to the hiring and treatments or proposer's employees and to all subcontracts. In addition, M.E. Simpson Co., Inc. (name of entity submitting) hereby affirms it will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and has visited the State of Montana Equal Pay for Equal Work "best practices" website, https:fiequalpay.mtgov/BestPractices/Employers, or equivalent "best practices publication and has read the material. Vt/tit A0e4,406,41 a e and title of person authorized to sign on behalf of submitter Attachment A NONDISCRIMINATION AND EQUAL PAY AFFIRMATION M.E. Simpson Co., Inc. (name of entity submitting) hereby affirms it will not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin, or because of actual or perceived sexual orientation, gender identity or disability and acknowledges and understands the eventual contract will contain a provision prohibiting discrimination as described above and this prohibition on discrimination shall apply to the hiring and treatments or proposer's employees and to all subcontracts. In addition, M.E. Simpson Co., Inc. (name of entity submitting) hereby affirms it will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and has visited the State of Montana Equal Pay for Equal Work "best practices" website, https://equalpay.mt.gov/BestPracticesgmplovers, or equivalent "best practices publication and has read the material. Vt/tc? /4,i(1641 a e and title of person authorized to sign on behalf of submitter Page 4 of 29 4- 4- 4- 4_ 4_ 4- M.E. Simpson Co., Inc. | The City of Bozeman Water Conservation 2021 Water Distribution System Audit, Project Overview P R O J E C T O V E R V I E W M.E. Simpson Co., Inc. (MESCO) is pleased to respond to the request by the City of Bozeman Water Conservation to provide a Water Audit and level 1 Validation by our firm with Certified Water Audit Validators to help validate the Utility’s data and results and find ways to make improvements to its Non-Revenue water. This Water Audit and Level 1 Water Audit Validation will help: Confirm the accurate application of AWWA M36 water audit methodology and terminology to its utility-specific situation Identify evident inaccuracies and correct inaccuracies Verify the selection of correct data validity grades This Project Approach and Scope of Work details the tasks requested by the Utility. MESCO will provide the following professional services: We will provide a Water Audit and Level 1 Validation of City of Bozeman’s completed AWWA Water Audit. The Water Audit and Level 1 Water Audit Validation will be conducted in accordance with the Free Water Audit Software, the M36 manual, and the Level 1 Water Audit Validation: Guidance Manual, Project #4639a (“Guidance Manual”) created by the Water Research Foundation. The Water Audit will include six distinct tasks: Task 1: Determine System Input: Review supply data and validate the data Task 2: Review and Validate Authorized Consumption Task 3: Review and Validate Apparent Loss Task 4: Assess and Validate Real Losses Task 5: Assess and Validate Performance Indicators, Including Infrastructure Leakage Index Task 6: Recommendations for Prioritized Water Loss Intervention Tactics The Level 1 Water Audit Validation will include the steps outlined in the Guidance Manual, shown below. The steps are explained in more detail in the guidance manual. Step 1: Receive and review the Utility’s Water Audit and supporting documentation Documentation must be complete and include supporting data for: Audit Period (12 months) of Water Supplied data (Water from own Sources, Water Imported, Water Exported, Master Meter Error, documentation of Master Meter Testing and Calibrations Audit period (12 months) Authorized Consumption for Billed Metered, Unbilled Metered, Unmetered Billed, and Unbilled Unmetered. Will need rates and codes (customer class, water use type) Without the above, a Level 1 Validation cannot be completed Additional information listed below may be requested to support the Audit inputs. Apparent Loss inputs (Unauthorized Uses, Data Handling errors. And Composite Meter Error based on meter testing records. System Data inputs (Miles of water main, service connection count and average lengths, average operating pressure) Cost data (Annual Operating Costs, listed, Customer retail unit costs, Variable Production Costs) Step 2: Examine Performance Indicators for evidence of inaccuracy Ranges of performance indicators will be considered to assist with determination of correctness since these values are dependent on the correctness of data inputs. Step 3: Validate audit inputs and confirm correct application of methodology Conduct interviews with the auditors to discuss how they derived the Validity grades for each data input. Step 4: Re-examine performance indicators for evidence of persisting inaccuracy Once Validation has been completed, the Performance indicators will be re-examined to ensure correctness. This will also be part of the interview process. Step 5: Document results Provide documentation forms and signed Certification of the completion of the Level 1 Validation. Page 5 of 29 M.E. Simpson Co., Inc. | The City of Bozeman Water Conservation 2021 Water Distribution System Audit, Firm Background F I R M B A C K G R O U N D M.E. Simpson Co., Inc. (MESCO) has been providing water loss control programs for over 40 years in various forms, ranging from large water production meter testing and calibrations for meters up to 108” in diameter, large meter testing, calibration and repair, state of the art leak detection surveying and leak pinpointing, Water Audits, Audit Validations, and Water Loss Reduction programs. MESCO has been providing peer reviews for Chicago suburbs for their LMO2 (Lake Michigan Water Allocation) submittals, in some cases for over 30 years. Our firm has performed Real loss assessments (leak detection) on a combined total of over 100,000 miles of water main since 1986. We have provided Apparent loss assessments, having assessed over 75,000 commercial/industrial large meters for accuracy, assessed numerous production water meters not only in the Midwest but in several larger cities in the US. Our firm has provided formal water auditing with validation services to several cities and towns since 2003 when the IWA/AWWA Water Audit methodology was developed and released for use by the American Water Works Association (AWWA) Water Loss Committee. Members of the MESCO staff are current and active members of American Water Works Association (AWWA) committees directly related to water loss control. John H. Van Arsdel, Vice President, was Chair of the American Water Works Association’s (AWWA) largest committee, the Water Loss Control Committee from 2010-2014, as well as being a member of the sub-committees for the Water Audit Software and M36 manual “Water Audits and Loss Control Programs”. He has over 31 years of water loss control project management experience and is a certified California Water Audit Validator from the American Water Works Association California-Nevada Section. In addition he is a Certified Level 1 Validator for the State of Indiana and the lead instructor for the Indiana Finance Authority, Water Audit Level 1 Validation Certification classes. Michael Simpson, CEO, is a member of the Water Loss Control Committee and subcommittee for the M36 Manual on “Water Audits and Loss Control”. He has over 38 years of water loss control management experience. Michael is also a Certified level 1 validator for California and Indiana. Dan Hood, President, is a member of the AWWA Meter Standards Committee (M6 Manual on “Water Meter Selection and Maintenance”). He has over 36 years’ experience in water loss control. Aaron Horbovetz, P.E., PMP, is a member of the M33 committee on “Flowmeters in the Water Supply” and the M22 committee on “Sizing Water Service Lines and Meters”. He has over 20 years of experience in water loss control management and is a n Indian Certified Level 1 Validator. The combined total years of direct experience in water loss control programs with just these four MESCO employees is almost 120 years. An additional staff member, Steven Dennis is a licensed Water Operator (CA) and Steve retired from the Alameda County with over 37 years of experience in water distribution system operations and system hydraulics along with water loss control management. Steve is a Certified Level 1 Water Audit Validator for California. In all. MESCO has 5 Certified Level 1 Validators for California, and 8 Certified Level 1 Validators for Indiana. The M36 Manual on “Water Audits and Loss Control” was under rewrite (2015) where Mr. Van Arsdel has had input into the rewrite process by authoring one chapter and editing various other chapters of the manual. He continues to participate in the new M36 rewrite committee which has already been in the process of new updates to the manual. Mr. Van Arsdel has also participated on the Water Audit Software subcommittee with the revision and review of the free AWWA Water Audit Software, Version 5, and now Version 6 which will be released October 20, 2020. Mr. Simpson provided peer review of the M36 manual prior to being submitted for publication in late 2015. Mr. Simpson is also participating with the new M36 updates currently underway. Mr. Hood was involved with input into the revised M6. Manual on Water Meters released four years ago and is active on the current rewrite of the M6. Mr. Horbovetz was involved on a subcommittee for the rewrite of the M33 Manual on “Flowmeters in Water Supply” published two years ago. The practices outlined in this manual are directly tied to verifications of total water system inputs for water utilities for the first part of the audit. Page 6 of 29 M.E. Simpson Co., Inc. | The City of Bozeman Water Conservation 2021 Water Distribution System Audit, Firm Background MESCO has been producing successful water loss reduction results in the Chicago metro suburban area for over 40 years. These services have also been provided to several water utilities across the United States from small utilities to some of the largest water utilities including Los Angeles, Chicago, Baltimore, Miami-Dade, and Phoenix. MESCO believes that through this work we have established a proven history of delivery, responsiveness, ingenuity, and environmental stewardship. We share the same mission as the City of Bozeman Water Conservation and are encouraged by the leadership role that your utility is assuming towards a holistic approach to address the water loss challenges in addition to compliance with the State of Montana. MESCO has demonstrated its commitment to water loss control not only through its work, but also in the form of training by participating in various AWWA section education programs. Our firm continues reinforcing this commitment by providing Water Audit training using the AWWA Free Water Audit Software, including providing master instructors and curriculum for the “Train the Trainer” programs for the Illinois Section AWWA and IEPA, implemented in the fall of 2014 and for 2015. We did the same for the Indiana Section AWWA in 2016 for assistance with the water system infrastructure assessment program commissioned by the State of Indiana under the Indiana Finance Authority (IFA). In 2019, M.E. Simpson Co., Inc. began working with IFA to provide Water Audit Classes to the entire state along with Certification classes and exams for Level 1 Water Audit Validations. To date, 110 Certifications have been issued. M.E. Simpson Co., Inc. will provide a project team that will brings forward exceptional operational experience which will assist the City of Bozeman Water Conservation efforts to control water losses. The benefits are the following: Extensive experience in Large Production/master meter testing and analysis, loss of head testing, fire flow testing, leak detection, and other distribution system field analysis Engineering experience in large commercial/industrial meter testing and analysis. Extensive experience in leak detection programs administered both locally and nationwide. Considerable Water Audit experience both locally and nationwide, from small rural systems to 410,000 metered connections including Level 1 validations as well as Level 2 and Level 3 Validations. An organization which emphasizes the need to facilitate project execution by assuring that the appropriate technical expertise is readily accessible. By implementation of this water audit validation program, a platform can be developed to perform the Level 1 Validation for the audit each year. This will develop a track history to make sure the City of Bozeman Water Conservation water loss controls stay on target. Our team brings to the City a demonstrated experience in water loss control, water auditing and audit validations. From MESCO’s in depth experiences working with several water utilities performing water loss control programs and water audits, there have been some very similar issues from each utility that have been clearly exposed. Utilities expect the auditing and validation process to be able to be performed at a high level, with competent technicians and staff, and that it is done efficiently. There are three basic objectives that should be met by the Project Team: 1. Expertise. The utility needs breadth and depth to help solve the variety of water loss challenges that it faces in maintaining the water infrastructure – which is large, complex, aging and requiring upgrading to address new water needs. Expertise is needed in: Assessments of the total Water Supplied with a focus on specialized attention for water system input including wholesale purchases, wholes sale exports and making sure the amounts are true Assessments of all Authorized water uses Page 7 of 29 M.E. Simpson Co., Inc. | The City of Bozeman Water Conservation 2021 Water Distribution System Audit, Firm Background Assessment of Apparent losses ranging from inaccurate metering and accounting issues. Assessment of gaining control over Real losses (leaks) by determining what losses are truly economically recoverable Assessments of the utility policies and procedures for the distribution system Validation of all the data inputs to ensure the Audit is robust Present realistic, measurable, and achievable water loss control goals 2.Streamlined Access. The Utility needs to be able to easily access and manage the Project Team’s expertise to bring it to bear on water loss problems rapidly and with the least possible administrative burden to the City of Bozeman Water Conservation staff. However, the City of Bozeman Water Conservation will need to have considerable input to the process by providing needed data for the Validation process and analysis. In this respect, interaction with the City of Bozeman Water Conservation staff will be needed to produce a quality water audit validation. 3.Professional Working Relationships. The Utility must be confident that the Project Team is working as true professionals ─ pung the Ulity’s interest first. The professionals in the City of Bozeman Water Conservation organization must have good working relationships with MESCO’s professionals. Both parties should look for opportunities to help each other do their jobs better and more efficiently. The strengths of the M.E. Simpson Co., Inc.’s organization and staff, as well as our specific approach to this assignment, will fulfill all of the Utility’s needs for the water audit level 1 validation. Streamlined Access Our proposed organizational arrangements will allow the City of Bozeman Water Conservation fast and direct access to our technical resources. M.E. Simpson Co., Inc. was founded in 1979 by Marvin E. Simpson in Rochester, Indiana, in 1979. The corporate headquarters moved to Valparaiso, Indiana in 1988. Our firm has become the industry leader in developing and providing programs and services aiding our clients in maximizing their peak performance for their water distribution and wastewater collection systems. We offer our clients the highest quality Professional Services, using state-of-the art technologies and highly skilled and trained professionals. Our staff has developed a host of high-tech programs that will ensure that your Utility will be proactive in dealing with both your water distribution and waste water collection systems. “Crumbling infrastructure, inaccurate records, conservation, sustainability, water quality, water loss, economic conditions, revenue shortfalls, being green, having enough water”; these are all statements and buzz words in today’s society. Currently in the water industry, these words are our reality, thus making them our responsibility. M.E. Simpson Co., Inc. is active in Water Works Organizations at the national and state levels such as American Water Works Association, Water Environment Federation, Water Operators Associations, Rural Water Association, American Backflow Prevention Association, American Public Works Association as well as local Districts, Branches, and Suburban Groups. Our support of these groups goes beyond just holding a membership to truly taking an active role by allowing employees to fill elected and appointed positions as officers and committee chairpersons. M.E. Simpson Co., Inc. has always taken an active role in education by making presentations at no charge at meetings, training seminars, and providing continuing education credits for water operators through the various water groups. Page 8 of 29 M.E. Simpson Co., Inc. | The City of Bozeman Water Conservation 2021 Water Distribution System Audit, Firm Background Here are additional highlights of each company’s qualifications that will demonstrate our suitability in performing the work of providing the proper Water Audit Level 1 Validation compliance: o MESCO is currently in a lead role of providing statewide training for Water Audits and Audit Validation Certification, working in conjunction with the INAWWA for the Indiana Finance Authority (2019-2021). o MESCO has worked with the Illinois Section AWWA in development of the “Train the Trainer” program for water audit workshops statewide in 2014-15. In 2015-2016, MESCO staff was involved with developing and presenting similar workshops for the State of Indiana so the new law on water auditing is met. o MESCO staff have been regular presenters at various AWWA section meetings, ACE, DSS, WIC and NAWL on water loss control, water auditing, and water loss remediation efforts for well over 20 years. o MESCO Staff serve on the M6, M22, M33 committees in addition to the M36 committee. o For over 30 years MESCO staff have assisted several Chicago Suburbs with their reporting of the Lake Michigan Water Allocation (LMO2 forms) detailing water losses reported annually to the State of Illinois. o MESCO has provided large meter assessments (testing and repairs) on over 75,000 large meters in the last 40 years. o MESCO has performed leakage assessments on over 100,000 miles of pipe in the last 36 years across the US, as well as Puerto Rice, Turkey, Italy, and Diego Garcia, with several deployments to military bases, state side and overseas. o MESCO owns over twelve leak computer correlators along with Echologics Echo Shore Large Main leak detection equipment and Acoustic Pipeline Condition Assessment tools. o MESCO can flow test production meters as large as 108” in diameter (Venturi meters as well as Mag style meters). Page 9 of 29 M.E. Simpson Co., Inc. | The City of Bozeman Water Conservation 2021 Water Distribution System Audit, Project Approach & Scope of Work P R O J E C T A P P R O A C H & S C O P E O F W O R K Water Loss Control Audit Level 1 Validation Program A Water Audit Level 1 validation program is needed to be able to help the City of Bozeman Water Conservation identify and then control the water losses in the distribution system and have the validated water audit submitted to the city This will be accomplished by reviewing the City of Bozeman Water Conservation Water Audit by following the Validation protocols outlined in the Water Research Foundation manual for Level 1 Water Audit Validation: Guidance Manual, project #4639A, the Indiana Finance Authority’s “Water Audit Validator Certificate Course Training, the CA-NEV AWWA Level 1 Validator’s Course, as well as following methods contained in the AWWA M36 manual on Water Audits and Loss Control Programs. This specific program will incorporate an approach of using a specific systematic validation technique that will provide a critical review of the “top-down” water audit of the City of Bozeman Water Conservation water system. MESCO will examine all the facets of water use and water loss in the utility per the water audit completed. It is especially important to be able to locate and validate the documentation of all areas of water loss in the system including real losses, apparent losses, including potential issues with the accounting and billing departments. That will be the real true test of the mettle and ability of the Water Audit Validation Team. In addition, providing a detailed analysis of the audit data for the general condition of the distribution system is something the project team will need to be well versed in. Therefore, a practical project management plan with a proven QA/QC plan is needed to ensure this happens. M.E. Simpson Co., Inc.’s philosophy behind water distribution system water loss audit validation services as incorporated in this work plan will help to provide the Utility the following benefits: o Conserve freshwater resources o Determining the exact areas of true water losses o Reduce the cost of lost water through leakage o Conserve energy and reducing costs by reducing pumpage o Help in monitoring potential system operation and maintenance problems o Promote proper accounting and financial reporting (GASB 34) o Reduce the risk of water shortage and customer hardship (drought management) o Location of losses through commercial and residential meters which are improperly registering and recording water use o Locating billing and accounting errors o Ensure a sound and reliable water service for customers of the Utility o Providing short- and long-term water loss reduction strategies for the Utility M.E. Simpson Co., Inc. is uniquely qualified to perform this Water Audit Level 1 Validation Program. The Project Team’s extensive practical experience in various water loss control programs such as Water Audits, Meter Testing and proper meter applications, Master Meter Assessments, and Leak Detection allows us to help the City of Bozeman Water Conservation utilize the audit to identify areas of focus for continued improvement in reducing total water loss. In addition, the Team will be made up of individuals who are members of the AWWA national Water Loss Control Committee, including a past chair of the committee. Our Water Loss Control Audit Level 1 Validation is a systematic multi-task process encompassing a specific group of our services that will assist the City of Bozeman Water Conservation in improving water accountability and will ultimately help serve in optimizing your distribution system’s operational performance. The Audit Validation Project Team will work directly with the appropriate City contacts in requesting the necessary data and information required to conduct the validation. Page 10 of 29 M.E. Simpson Co., Inc. | The City of Bozeman Water Conservation 2021 Water Distribution System Audit, Project Approach & Scope of Work The City of Bozeman Water Conservation will provide all relevant information outlined below to conduct the water audit validation. In the collection and review of this data, a hierarchical approach will be used. o Current Audit being Validated – all relative data and information used in the compilation of the audit being validated. It is expected that possible discrepancies among the data sets may be identified and these will be expected to be resolved at the project kick-off meeting and through discussions on clarification with water utility staff as necessary. o Past audits and reports will be consulted and used. Older legacy water utility data may be consulted as well. When appropriate, the information will be prorated to reflect changes in the system, including production and consumption for particular years for the audit period. o In the absence of specific data for the water utility, the project team will work with the City of Bozeman Water Conservation to plan for completeness for future validation submittals. If the water utility does not have the data to support their audit date inputs, then the Project Team will have to assign the appropriate Data validity Grades reflecting this issue with guidance on obtaining the correct data for future submittals. o Cost data such as the annual operational costs and marginal costs will need to be analyzed to complete the audit validation. Details on how these numbers are derived will be discussed with the City of Bozeman Water Conservation staff. o Physical parameters of the water system will need to be verified in order to make certain the performance indicator calculations are correct. The Project Team will perform a Water Audit Level 1 validation using the WRF Project 4639A Water Audit Validation: Guidance Manual, based on data collected from the audit period of one year for the City of Bozeman Water Conservation budget year or calendar year. This will include a review of: o Water Supply data in a monthly table from all water supply sources o A water system schematic detailing water inputs, water wholesale connections, pressure zones and consumption. o Consumption data from the Village’s databases (billed, unbilled, metered, unmetered authorized o uses) month by month for 12 months o Customer meter test data o Cost data o Water System data (miles of pipe, number of service connections, pressure) o Any other data that can assist with the overall evaluation of water use and water losses. A questionnaire will be submitted to staff to assist with the preparation of records stating what the audit validation team will need to complete the process. Water Loss Control Audit Level 1 Validation – Specific Tasks: Task 1: Determine System Input The first phase of our Water Loss Control Audit Level 1 Validations is to evaluate your water production through the master water meters to ensure the input into the system has been accurately documented. All water audits must start with verification of the distribution system input to ensure reliable water production amounts. Any wholesale sale of water imported from or sold to other water utilities will need to be documented as well. Without this validation the audit will be flawed from the start. Page 11 of 29 M.E. Simpson Co., Inc. | The City of Bozeman Water Conservation 2021 Water Distribution System Audit, Project Approach & Scope of Work Record Review All master meter production data for the selected audit period will be reviewed along with an examination of any past master meter test results. This should include any reports periodically submitted to the state’s regulatory agencies or regional water authorities. Total pumpage amounts for the audit period will need to be determined along with the marginal costs of water production. The production records will need to be in a monthly table for evaluation. Master Meter Evaluation Part of the first phase may need to include evaluations of your master water meters to ensure all the meters are in compliance with AWWA standards for water meters. These evaluations can help verify your total water production volume for the audit period and help determine the actual water loss by applying corrections to the total water supplied for the audit period. All master meters would be evaluated in accordance with American Water Works Association best practices for water meters (reference AWWA M6 and M33 Manuals). Evaluations o How water enters the distribution system from the water sources will need to be evaluated. o Past master meter test flow data will be examined, if available. o Production data for at least 12 months would need to be trended, and if available, the last 36 months as well. o Any flow meter calibrations and flow testing results for the audit period will need to be evaluated as well. Task 2: Validate Authorized Consumption All studies and reports on previous water loss for the utility will be reviewed with the goal of refining and updating previous techniques. The Project Team will also carry out a detailed review of current water loss practices to identify cost effective loss reduction strategies. A brief review of the accounting and billing system is also imperative for this phase of the program the following items must be thoroughly researched and quantified for the 12-month audit period in monthly segments. Classifications of the accounts will need to be defined and made clear as to which accounts are billed, unbilled, metered and unmetered uses. Consumption records for the audit period would need to be provided in monthly tables for evaluation. The Validation team would look at the records to determine the proper inputs were performed for the following: o Billed Metered Water o Billed Unmetered Water o Unbilled Metered Water o Unbilled Unmetered Water Billed Metered Water The meter consumption evaluation can help locate inconsistencies within the accounting, meter reading and billing cycles, identify problems resulting from inaccurate reading or recording of the individual accounts of metered water and to identify possible potential meter accuracy problems. The top down evaluation will allow the development of cost-effective recommendations for the correction of the problems located. Billed Unmetered Water All account information regarding unmetered water that is billed such as possible bulk sales, estimated consumptions, fire service water used in buildings for system flushing, etc. will be evaluated. This area of examination can often turn up water uses that have not been documented. Billed Unmetered accounts will need to be examined to determine if the proper volumes are getting tracked properly. Page 12 of 29 M.E. Simpson Co., Inc. | The City of Bozeman Water Conservation 2021 Water Distribution System Audit, Project Approach & Scope of Work Unbilled Metered Water Water used by municipal buildings or departments that is metered but for some reason is not billed such as park departments, pools, schools, government buildings, etc., will be evaluated. This water may very well be tracked as far as consumption is concerned but no revenue is generated from its use. Hence, this would be termed as a part of “Non-Revenue Water”, but the use is defined as Authorized. Unbilled Unmetered Water Water use in this area is usually hard to predict and sometimes tough to estimate. It could be seasonal hydrant flushing, fire system flushing, street cleaning, and fire suppression. Theft of water, however, is not part of this. It is covered under unauthorized consumption. Unbilled Unmetered Water is part of “Non- Revenue Water” and the utility is not gaining income from it. The account review can sometimes uncover accounts not being billed properly. Our Project Team has extensive experience in the evaluation of metered consumption. We will use tried and true methods developed over the last 40 years and have the ability to ferret out bad practices both in metering and accounting/billing for the validation. Task 3: Validate Apparent Loss This effort involves assessment of the three components of Apparent Losses shown in the Water Balance: Customer Metering Inaccuracies, Systematic Data Handling Errors associated with the water utility’s read-to-bill process and Unauthorized Consumption (typically attributed to theft, but also including unintentional and erroneous tapping of water lines). Apparent losses are calculated by gathering data from the utility on unauthorized use, calculating meter inaccuracies, and identification of potential data handling errors for the above task of record review. Unauthorized use is a tough area to determine and requires some estimates to be made. However, reviewing customer service requests and reporting of open hydrants, etc., will help validate this information. The validation of this area will be tied back to the consumption analysis to see what efforts the utility has made to document meter testing as well as other unauthorized uses. The degree of confidence in the validity of authorized consumption is largely dependent on having a firm understanding of customer meter accuracy and the completeness of the utility’s customer billing database. The validation of customer meter accuracy will be based on available testing data for residential and commercial customer meters and a sensitivity analysis will be applied, if appropriate, to assess the range of likely upper and lower limits of accuracy and resulting impacts on non-revenue water performance. Our team will also assume that the customer billing database is inclusive of all customers receiving water service. If the composite meter accuracy levels are understated and assumed, then the utility may wind up looking for Real Loss (leaks) that do not exist. Commercial-Industrial Meter Accuracy Levels In order to validate corrected consumption for the audit, the large commercial/industrial meter accuracies need to be verified. Since a higher percentage of water use occurs through these meters, this is a much-needed task. Meters that may have been tested for accuracy in the field may have the test results evaluated and the weighted results of the tests can be applied to the Apparent Losses. 12 months of totalized meter data will be needed for discussion as applied to the audit period. Small Commercial/Residential Meter Accuracy In order to validate corrected consumption for the audit, the small commercial - residential meter accuracies need to be verified. While these meters may not individually be a big cause of water loss, cumulatively they can be, thus, this is a needed task. We will review accounting, billing and reading practices with the goal of validating Page 13 of 29 M.E. Simpson Co., Inc. | The City of Bozeman Water Conservation 2021 Water Distribution System Audit, Project Approach & Scope of Work this area of consumption and meter accuracy. Meters that may have been tested for accuracy in the meter shop will have the test results reviewed by the utility and be available to the Validation interview. For the Unauthorized Consumption component, the AWWA Water Audit methodology provides for a straightforward estimate of such usage at 0.25 percent of System Input volume. We will discuss the estimation of this component with utility staff and review prior investigations conducted by the utility to determine whether this or some other basis is most appropriate for quantifying this component of the Water Balance. Needed from the City of Bozeman Water Conservation o The City of Bozeman Water Conservation will furnish all records necessary to properly conduct the evaluation program and be prepared to discuss results during the interview. o The City of Bozeman Water Conservation will provide a report of monthly customer billing by account type to include the 12-month consumption history as utilized in the audit. Any available information on meter sizes, types and/or any additional information that could make the meter evaluation easier to perform will be appreciated. o The City of Bozeman Water Conservation will also make available, on a reasonable but periodic basis, certain personnel with a working knowledge of the water system who may be helpful in the identification of particular issues and for general information about the water system. This person will not need to assist the Project Team on a full-time basis, but only on an “as-needed” basis. Systematic data handling errors will be looked at. If the default value was not used, the validation team will look at how the data input numbers were generated. Of interest will be a review of the utility’s accounting and billing processes and identify how often the process is audited, who performs the auditing and what functions are being audited. Once the above tasks have been completed, the total Apparent Losses will be validated. Task 4: Validate Real Losses Once the Authorized Consumption has been validated, the calculated Apparent losses validated, then Real losses can be validated. Real losses are defined as water lost to actual leakage. The Real loses can be validated as well by conducting an evaluation and review of the current leak detection methods employed by the Utility. We may need to review the utility’s leakage records initially to establish the underlying basis for estimating the recovered quantities to characterize the validity of the reported volumes. We may need to analyze the leak repair data to discern significant trends in leak location, materials of construction, dates of original installation, soil types, operating pressure, and installation contractors that may be useful for establishing a prioritized program of repair and replacement. Populating the data entries for components of the Water Balance for the utility’s system is a straightforward procedure within the AWWA Water Audit Software. However, the software represents a “top-down” approach for which the individual components of Real Loss are not discretely quantified. Task 5: Validate Performance Indicators, Including Infrastructure Leakage Index After the Real Losses, have been validated, the physical parameters of the water system need to be validated. This is usually a straightforward process of review. It is assumed that since the utility has completed prior water loss reporting, this data (miles of pipe, number of service connection, operating pressure, and number of service connections) should be readily available. In addition, we assume the GIS system data has been continuously updated. The same validation would be done for the cost data portion of the audit entry. However, past experiences with several audits and validations have revealed that this data should be given a high degree of scrutiny. Service connection counts, miles of water main, and even water production costs have been incorrectly reported in the past causing a mis- representation of the fitness of the water system. Page 14 of 29 M.E. Simpson Co., Inc. | The City of Bozeman Water Conservation 2021 Water Distribution System Audit, Project Approach & Scope of Work Performance Indicators The AWWA Water Audit Software calculates performance indicators considered by the Water Loss Control Committee to be most appropriate for assessing water system performance. The Infrastructure Leakage Indicator (ILI) is calculated as the ratio of current annual real losses to unavoidable annual real losses. The utility should consider what the appropriate range of ILI should be, given the conditions of its water system, so that an economically sustainable leakage level can be established once programmatic costs are compared with the benefits of leakage management. The ILI should be considered as approximate guidance for leakage reduction target-setting, where a full economic analysis of leakage control options has not been performed. Past water loss reporting may indicate the ILI at a particular level; however, changes occur from year to year that are progressive and not always noticed so tracking the ILI is a needed check and balance. As we have done for other water systems, we will validate the calculation of the performance indicators and review them with utility staff as to their meaning in characterizing the relative performance of water loss reduction activities for the utility, and as the basis for establishing the components of your water loss management program. Non-Revenue water will be validated, indicating the amounts of water not generating revenue. Non-Revenue water will be calculated by adding the total water loss to unbilled metered water plus the unbilled unmetered water. Certain cost data gathered by the Utility to help calculate the Performance Indicators related to lost revenue will be reviewed. These indicators are made up of the Financial Indicators, as well as the Operational Efficiency Indicators and will be used to help with water loss reduction planning The financial indicators will indicate how much revenue is lost due to Apparent losses (metering, billing, accounting issues) and Real losses (leakage in the system). By categorizing these losses, the amount of potential recovery for each area is identified to help plan for particular remediation techniques. An important aspect of the Real loss calculation is the Unavoidable Real Losses. These are losses that occur even in the best run water systems. The calculation of Unavoidable Losses is done by applying a theoretical formula comprised of total water main lengths, lengths of service connections, number of service connections and system pressure. This is why the scrutiny of the physical characteristics of the system is needed, as mentioned above. By dividing the Current Annual Real Losses by the Unavoidable Real Losses, the ILI, or Infrastructure Leakage Index is calculated. This ratio performance indicator is useful to help with loss control planning for the utility. This ILI level will help the Utility and Project Team decide on a strategy of where and how much money may need to be spent for remediation. ILI ratios are based on the current conditions of the water system and reflect the characteristics of the system and relate water resources to financial considerations, and as related to operational considerations. Other indicators such as the Apparent losses per connection per day, Real losses per mile of pipe per day, Real losses per service connection per day, and Real losses per meter (head) pressure per day, are especially useful for smaller water systems less than 3,000 connections, or less than 80 miles of pipe in the distribution system where the ILI will be calculated but not displayed. This lack of display is because the ILI has not yet been proven for smaller water systems due to not having enough statistical data available at the time the Water Audit Spreadsheet was developed by the Water Loss Committee of the AWWA. Assign/Determine Cost of Apparent and Real Losses Valuation of the utility’s real and apparent losses is directly based on the unit values assigned and input to the Water Audit Software. The marginal production cost used to value the real losses is based on a weighted composite value of system-wide costs for all water sources (wholesale water received, wells or surface water, and water treatment plants) and subsequent delivery costs applied to the entire system. These figures need to be validated in order to have proper water loss planning goals established. Page 15 of 29 M.E. Simpson Co., Inc. | The City of Bozeman Water Conservation 2021 Water Distribution System Audit, Project Approach & Scope of Work Apparent losses are valued at the retail rate charged to customers. A suitable basis for the appropriate value to be applied to apparent losses will be developed from discussions with utility staff, considering the applicable rate schedule(s) system wide. Validity Scores While the Audit Spreadsheet is being validated, Data Validity Grades (DVG’S) assigned to segments of the data will require specific review and discussions with the City of Bozeman Water Conservation audit team. Through data review and relative discussions with the City’s audit team, DVG grade changes may be suggested to properly reflect the robustness of the data utilized in the audit. The data validity grade is a useful tool in helping determine areas of potential remediation in record keeping for a water utility. It also acts as a tool for “self-evaluation” to some extent and is validated to ensure data integrity. The DVG’S for each data input are “weighted” and totaled to yield the “Data Validity Score”. This step for each data input into the audit is one of the most important steps of the audit process. Without this data validation, the audit process is subject to serious flaws. This area will have a great deal of scrutiny applied and is by far the single most important QA/QC segment of the audit process. Validate All Data and Compile Total Water Balance While the data validation process will occur in each above task, the final system-wide Total Water Balance (example below) will be validated and presented using the AWWA Water Audit Software, version 5.0 for review by the utility. The conclusions derived from this analysis will be discussed with the City of Bozeman Water Conservation to help identify areas of opportunity to reduce non-revenue water. Task 6: Recommendations for Prioritized Water Loss Intervention Tactics following Audit Validation The AWWA Water Audit Spreadsheet has “built in” generalized suggestions of system improvements based on the scoring system (“ILI” or Infrastructure Leakage Indicator and Validity Score for the confidence level of data AWWA Free Water Audit Report for: Reporting Year: Data Validity Water Audit Software: Water Balance American Copyright © WAS v5.0 Water Works Association. 2014, All Rights Reserved. << Please enter system details and contact information on the Instructions tab >> N/A* * Confirm Units and Data Grading are Complete Own Sources (Adjusted for known errors) 0.000 Water Exported 0.000 Water Supplied 0.000 Authorized Consumption 0.000 Billed Authorized Consumption 0.000 Billed Water Exported Billed Metered Consumption (water exported is removed) 0.000 Revenue Water 0.000 Billed Unmetered Consumption 0.000 Unbilled Authorized Consumption 0.000 Unbilled Metered Consumption 0.000 Non-Revenue Water (NRW) 0.000 Unbilled Unmetered Consumption 0.000 Water Losses 0.000 Apparent Losses 0.000 Unauthorized Consumption 0.000 Customer Metering Inaccuracies 0.000 Systematic Data Handling Errors 0.000 Water Imported 0.000 Real Losses 0.000 Leakage on Transmission and/or Distribution Mains Not broken down Leakage and Overflows at Utility's Storage Tanks Not broken down Page 16 of 29 M.E. Simpson Co., Inc. | The City of Bozeman Water Conservation 2021 Water Distribution System Audit, Project Approach & Scope of Work used) that can help direct long-term programs. However, following the completion of the Water Audit Spreadsheet and the results of the previous tasks, the MESCO Project Team can also advise the City of Bozeman Water Conservation with a prioritized set of recommendations on cost effective ways to continue to identify and remediate Apparent and Real Losses. Documentations & Communications, and Final Reports M.E. Simpson Co, Inc. will perform the following: o Project Team will meet with assigned Utility personnel to go over the audit provided for validation and to ensure that all data needed to properly validate the audit is gathered and provided by the utility to the Project Team for analysis. Assumptions & Services Provided by the City of Bozeman Water Conservation o The City of Bozeman Water Conservation will provide a water system schematic to the Audit Validation Team. The system schematic should illustrate all sources of supply and any system interconnections with neighboring jurisdictions. All points of connection from water treated and supplied into the distribution should be identified. o The City of Bozeman Water Conservation will furnish all records in an electronic format (Excel preferred) necessary to properly conduct the audit validation. Data will need to be in 12-month tables for water production and authorized consumption. A copy of the Water Audit in Version 5 of the AWWA Audit Software for each audit year will need to be furnished. o The City of Bozeman Water Conservation will provide a Primary Contact Person and/or secondary contact person for the Technical Staff to report to on a periodic basis. This person shall act as the official liaison for the duration of the Audit Validation. This utility staff person shall have a working knowledge of the water system and will be helpful in attempting to locate particularly hard-to-find data sets. This person will not need to assist the Project Team on a full-time basis, but only on an “as needed” basis. o The City of Bozeman Water Conservation will assist with providing up to date information about the water system. Recommend and Prioritize Water Loss Control Activities Water Loss Management Plan Based on the information that comes to light during the audit validation, the MESCO Team can identify and provide the City of Bozeman Water Conservation with a prioritized list of activities aimed to cost-effectively reduce identified water losses. Prepare and Issue System-wide Comprehensive Water Audit Validation Reports The project team will prepare a short draft report comprising the audit validation analysis performed in the prior tasks, summarizing the analyses performed to reach conclusions regarding the utility’s water loss performance, identifying opportunities to improve this performance, if warranted, and recommendations for achieving further reductions in non-revenue water through a prioritized, cost-effective program. We can also discuss with utility staff the possibility of creating, at a later date, other suitable display formats using data and financial considerations to bring out other key findings and conclusions of this project. The short draft report will be reviewed with utility staff and comments incorporated into a Final Comprehensive System-wide Water Audit validation Report. The Validation documentation and Validated Audit would be submitted to the utility for review. The utility would then submit the Validated Audit and Validation Certificate to appropriate regulatory bodies if required by law. Page 17 of 29 I 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 _LJ.J_Ll_l_l_LI_I_LLI_I_LI_____ 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 -1-4-1-1-1--1-1-1-4-1-1-1-4-1-1-1------ 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 - 1- 1 -1- 1- 1- -I -1- 1- -1- 1 -r 1- -t -1- r -1- - - - - - i i i i i i i i i i i i i i i i -r -r1-1-1-7-1-rTi -rr -rl -ri ------_LJ.J_Ll_l_l_LII_LLI_I_LI_____ 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 - .1- -I. -1- I- -1- -1 -1- 1-1. -I -1-1- 4 -I- 1-1- - - - - - '1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 -1- -I. -1- I- -1- -1 -1- I- + -I -I-1-F -I- 1- + - - - - - '1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 -r -r -i-ri - 7 -i-rT -i-rr -r -i-ri ------ _LJ.J_LIJI_LII_LLII_LII____ i i i i i i i i i i i i i i i i i - J- J. -1- L 1 -1 -1- L J. -1 -L .1- -1. -1- L 1 -1- - - - '1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 -1-4-1-1-+-1-1-1-+-1-1-1-4-1-1-+-1---- 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 - r i -1-r -1- I -I- r -r 1 -r r i -1- r 1-1- - - - i i i i i i i i i i i i i -r -r -i-rT-1-1-rT-I-rr -r -i-rT-1---I 1 1 1 - _L_L_I_Ll_l_l_LI_I_LL_L_I_Ll_l____ 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 -1- -I. -1- I-1- -1 -1- 1--1- -I -1-1- 4 -I- 1-1- -1 - - - - '1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Week 1Week 2Week 3Week 4Week 5Week 6Week 7Week 8Week 9Week 10Week 11Week 12Week 13Week 14Week 15Week 16StepsTasksProgram ManagementTech Assistance for AuditK/O interview Water Audit TasksReviews of Documents and Data1Water Supplied Asserssment2Authorized Consumption Assessment3Apparent Loss Assessment4Real Loss Assessment 4aSystem Data Review4bCost Data Review5Performance Indicator Reviews6Water Loss Control Planning and Goal Setting6aPrepare Summary Audit Draft Report for UtilityTech Assistance for ValidationsPrepare Validation Report Submit Final Report and Validated Audit to CityCity of Bozeman Audit Validation ProgramPage 18 of 29 PROJECT MANAGER Michael ❑. Simpson ASSISTANT PROJECT MANAGER John H. Van Arsdel TECHNICAL ASSISTANCE Steve Dennis TECHNICAL ASSISTANCE Ashley Ditchcreek TECHNICAL ASSISTANCE Aaron M. Horbovetz, P.E., PMP TECHNICAL ASSISTANCE Jeff Cunningham PROJECT MANAGER Michael ❑. Simpson ASSISTANT PROJECT MANAGER John H. Van Arsdel TECHNICAL ASSISTANCE Steve Dennis TECHNICAL ASSISTANCE Ashley Ditchcreek TECHNICAL ASSISTANCE Aaron M. Horbovetz, P.E., PMP TECHNICAL ASSISTANCE Jeff Cunningham M.E. Simpson Co., Inc. | The City of Bozeman Water Conservation 2021 Water Distribution System Audit, Key Personnel Qualifications E X P E R I E N C E O F K E Y P E R S O N N E L Our team brings the necessary experience for a project of this magnitude, as well as the personal attributes needed to serve the City of Bozeman Water Conservation with distinction. We offer our clients the highest quality technical and professional services, using state-of-the-art technologies and highly skilled and trained professionals. The M.E. Simpson Co., Inc. team members selected to serve the City of Bozeman Water Conservation bring significant experience and a proven track record of delivering timely, cost-effective, and sound leak survey solutions. They share a passionate commitment to client service and attention to detail required for a successful project. The Organizational Chart below illustrates the Project Team for the Utility’s Water Distribution System Audit program. One of the two Project Leaders listed will lead the Project Team in the field. Two-Man Project Teams will be used at all times during the course of the project for reasons of safety and quality assurance. All team members are Certified Level One Water Audit Validators. Certifications are from the Indiana Finance Authority and/or the California-Nevada Section of the AWWA. Page 19 of 29 Michael D. Simpson Chief Executive Officer Michael D. Simpson has been with the Company since February of 1983. He completed two years at Purdue University where he studied Industrial Technology. Michael began his career with M.E. Simpson Co., Inc. as a meter technician. He implemented the Company’s leak detection program which has now developed into the Company’s Water Loss Reduction and Water Distribution System Evaluation Programs. While working for the Company, Michael developed many of the techniques used today by M.E. Simpson Co., Inc. personnel when performing water loss reduction programs and water distribution system evaluations. With that experience, Michael taught these special techniques to several employees. Along with that experience Michael has completed classes, as well as given lectures on hydraulics that are specifically related to the Polcon® Flow Testing equipment. As a dedicated member of numerous organizations, he has taught classes on water loss reduction and water distribution system evaluations throughout the United States. Michael has gained invaluable experience as he has been personally responsible for over 100 water loss control and water distribution evaluation programs. Currently, as CEO of M.E. Simpson Company, Inc., Michael oversees the Company as a whole and manages all daily functions of all corporate and regional offices, its personnel and financial management. Significant cities where projects were performed: City of Avondale, AZ (2012 – 2016) City of Buckeye, AZ (2015 – 2016) City of Cottonwood, AZ (2012) Lake Havasu City, AZ (2015 -2016) Town of Sahuarita, AZ (2014) City of Scottsdale, AZ (2012) City of Tempe, AZ (2014) Wellton, AZ (2012 – 2013) Role Project Management and Development Work History M.E. Simpson Company, Inc. Chief Executive Officer, Project Manager 1983 - Present Professional Associations American Water Works Association (AWWA) Vice President (2013 - 2015) Manufacturers Associates Council (2009 - 2014) Water Loss Control Committee (2003 - Present) Diversity & Member Inclusion Committee (2012 – 2015) AZWater Leadership Committee (2009 – 2012) Tri-State Director, AZ (2008 – 2012) Tri-State Treasurer (2008 – 2012) Illinois Section AWWA MAC Committee (2008 – 2011) Indiana Section AWWA Director of Indiana Section (2012 – 2015) Chair of Indiana Section (2010 – 2011) California-Nevada, Michigan, Minnesota, Ohio, Ontario, Texas, Wisconsin Section’s of AWWA Arizona, California, Illinois, Indiana, Nevada MEA’s of WEF Page 20 of 29 M.E. IMPSON 9 Co., Inc. M.E. IMPSON 9 Co., Inc. • ow "03 Ng-741- NOSdPill Experience: John H. Van Arsdel has been with M.E. Simpson Co., Inc. since May 1989. He graduated from Valparaiso University with a B.A. in Geography with an emphasis in Locational Evaluation and Research Design. Additional classes include water operators classes and seminars on Water Filtration and Distribution, Vulnerability Assessment Class for the Sandia Labs RAM-W method and the RAM-W “modified” for small to medium systems (licensed for the Sandia Labs RAM-W Method, and the RAM-W “modified” for small to medium water systems), along with classes related to the operation and maintenance of water meters, and system hydraulics specifically related to the Polcon® Flow Testing equipment. John has 32 years of experience directing projects for water utilities including water audits, loss prevention, leak detection programs, meter evaluation and maintenance (all applications), flow testing using the Polcon® Flow Testing method (large flow meter assessments, C-factors, pump curves, zone flow measurements), mainline valve assessments (location, exercising and mapping programs), and fire hydrant and main capacity flow testing programs. He has presented numerous classes for continuing education credits for water operators for over twenty five years to several local and state water works organizations on Water Loss Reduction including Water Audits, Leak Detection, Meter Testing and Flow Testing. He has presented water loss papers at the AWWA ACE in 2007, 2008, 2009, 2012, 2015, 2016, and the former DSS (WIC), 2010, 2011, 2012, 2014, 2016, NAWL 2015, 2017, 2019. In 2003, he conducted classes on Vulnerability Assessments and Emergency Response Planning for water utilities and conducted several VA and ERP projects. He served from 2010 to 2014 as Chair of the AWWA Water Loss Control Committee. For the Illinois Section in 2014-2015 he set up the Train the Trainer class presentations for Water Auditing and trained several sets of trainers. He was the lead instructor for Water Auditing and Validation certification training for 2019-20 for the Indiana Finance Authority. Professional Associations: American Water Works Association (AWWA) Water Loss Control Committee, Chair, 2010-2014 Apparent Water Loss Sub Committee, M 36 manual Sub Committee 3rd, 4th and 5th additions, Water Audit Software Sub Committee (ver. 4.2,ver. 5, ver. 6), Outreach Sub Committee. Illinois Section AWWA Board of Directors AWWA Director 2020-2023 Past Chair, 2014-2015 Chair, 2013-2014 Chair Elect, 2012-2013 Vice Chair, 2011-2012 Sec. /Treas., 2009 -2011 Membership, Chair 2006-2009 Education Committee Water For People Committee Water Efficiency Committee Multi Section AWWA, Indiana, Michigan, Wisconsin, North Carolina, South Carolina, Georgia, Chesapeake, Virginia, Florida, Penn. Water Environment Federation (WEF) AWWA Awards: 2006, 2008 National AWWA Zenno Gorder Membership Award for recruitment 2006, 2008 Diamond Pin for National AWWA membership 2008 AWWA Ambassador Award for AWWA Membership 2010-2011 Water Professional of the Year, Illinois Section AWWA 2015 Illinois Section AWWA Clifford Fore Award for Public Service 2015 AWWA George Warren Fuller Selected Water Loss Control Programs, Water Audits, Metering Issues, Leak Detection (from 450 to 410,000 connections) Asheville Water Authority, Asheville, NC, Water Audit (2003-2004), teamed with Brown & Caldwell Engineers Miami-Dade Water and Sewer Division (WASD) Water Loss Reduction Plan, Miami, FL (2006-2008), teamed with Malcom Pirnie, Inc. Pittsburgh Water and Sewer Authority (PWSA) Water Audit, Pittsburgh, PA (2006-2008), teamed with HDR, Inc. City of Baltimore, MD. Water Audit, Production Meter Evaluations & Testing, Leak Detection, (2010-2012), teamed with KCI Engineers City of Baltimore, MD. AMI/AMR & Meter change out Program 410,000 meters, (2014-2018), teamed with EMA Engineers City of Chicago, Large Meter Evaluations & Testing, (commercial & wholesale) 2014 – current City of Atlanta, Large Production Meter Testing, 2014-current Macon Water Authority, Commercial Meter Evaluations & Testing, 2012-current Gwinnet Co, Georgia, Commercial Meter Evaluations & Testing 2008-2010 Maui County, Hawaii, Meter Replacement Evaluation Plan, 2019 Sacramento Area Water Consortium (7 utilities), Metering Practices, Meter Testing Justification Evaluations 2019-2020 with Harris & Associates Golden State Water Company, CA., Water Loss Control Management Evaluations 2018-2019 and Water Audit Validations JEA, Jacksonville, FL. Water Loss Program Technical Assistance and Production Meter Evaluations, (2013) teamed with Arcadis, Inc. Cordry Sweetwater Conservancy District, Princess Lakes, IN Water Audit (2013) lead role Indio Water Authority, CA, Water Audit, (2013, 2020) lead role Bozeman, MT, Water Audit (2014), tech lead role Joshua Basin Water District, CA, Water Audit (2015), lead role Oscoda Township, MI, Water Audit (2015), lead role Lake Havasu City, AZ, Water Audit, (2016) lead role John H. Van Arsdel Vice President Page 21 of 29 ME.SIMPSON te) Co., Inc. ME.SIMPSON te) Co., Inc. ME.SIMPSON te) Co., Inc. Experience: Steve Dennis has been with M.E. Simpson Co., Inc. since 2016. Prior to his start with M.E. Simpson Co., Inc. Steve was with the Alameda County Water District. He has a BS in Business Administration from Phoenix University. Alameda County Water District, H&S / Emergency Services Supervisor: Program Manager for: Health & Safety/Security/Hazardous Materials Compliance/Emergency Response Planning Retired February 2016 - District Employment 37+ years – Position Responsibilities: Health and Safety Program Management 2011 to 2016 Staff supervision and direct management of all aspects of the District’s Occupational Health and Safety Program. Security Program Management 2001 to 2016 Staff supervision and direct management specific to all security program operations including. Environmental / Hazmat Compliance Officer 2000 to 2016 Staff supervision and direct management of the District’s Environmental Compliance and Regulatory Program. Emergency Response Coordinator 1998 to 2016 Staff supervision and direct management specific to all components of the District’s Emergency Preparedness Program. Managed SEMS/NIMS coordination during all Emergency Operations Center activations. Engineering Technical Assistant – Water Quality Division 1992 to 1998 Regulatory water quality compliance, capital job design and management Engineering Technician – Groundwater Management 1988 to 1992 Groundwater Protection Ordinance activities, well drilling and geotechnical study drilling Inspector Lead Distribution System Maintenance Operator 1979 to 1988 Distribution system construction and maintenance. Development and operation of the District’s leak detection program. This program included full distribution system leak detection on a five-year rotational basis. Operation of meter maintenance and replacement program. Field and shop meter testing and rebuild. Oversight of residential meter replacement program. Professional Involvement American Water Works Association: Current Board Director / Vice President Association level activity: Security Committee Member, Strategic Development Advisory Committee Member, Presidential Ad-Hoc Committee Co-Chair – The Water Equation, Special Project participation City of Pleasanton, Energy and Environment Committee: Current Member California/Nevada Section American Water Works Association: Current Director, Past Section Chair, Board Trustee, Operations and Maintenance Division Chairperson, Chair Security and Emergency Planning Committee Environmental Protection Agency / Department of Homeland Security - Water Sector Coordinating Council Research and Development Committee: Member Bay Area Security Information Collaborative (BASIC), Past Chair, Member California Water Agency Response Network (WARN), Past Coastal Region Chair California Urban Shield Law Enforcement Exercise - Partnership Coordinator with Fremont Police Department SWAT – September 2012, September 2015 AWWA Water Research Foundation Project #4408 – “Seismic Performance of Water Infrastructure”, Project Advisory Committee Member – April 2011 US EPA National Homeland Security Research Center Guidance – “Planning for an Emergency Drinking Water Supply”- Project Steering Comm. Member October 2008 AWWA/EPA Water Sector Coordinating Council R&D Working Group – Committee Member August 2008 to 2011 Steve Dennis Customer Services Representative Page 22 of 29 Multi-Agency Response Guidelines for Emergency Drinking Water Procurement and Distribution Revision for State Distribution – Lead Facilitator September 2006 AWWA Journal Article, Vol. 96 Number 1 – “Security: What’s in Store for 2004” – Author January 2004 CA-NV AWWA Source Magazine Article, Volume 16 Number 1 - “8 Simple Rules for Water Utility Security in 2003 - Author Spring 2003 AWWARF Project #2925 “Security Best Practices” - Expert Review Workshop Participant April 2003 AWWARF Project Advisory Committee Member for RAM-W for Small and Medium Systems December 2002 AWWARF Project Advisory Committee Member for RAM-W Ver. 2 August 2002 Page 23 of 29 Aaron Horbovetz, PE, PMP Project Engineer Aaron Horbovetz has been with the Company since September of 1999. He earned his degree in Mechanical Engineering from Purdue University, and is a licensed Professional Engineer in the State of Indiana, since 2016. Aaron is also a certified Project Management Professional (PMP®), since 2013. Aaron is a regular presenter at AWWA conferences, since 2012, both at section meetings and at the ACE conferences, and participates in multiple AWWA committees at both the local and national levels. He has attended numerous classes and lectures related to the operation, maintenance and installation of water meters, and completed classes in plumbing. Aaron has experience in the following: maintenance and installation of water meters; valve location, exercising and mapping, fire hydrant and main capacity flow testing, and the use of state-of-the-art leak detection equipment. He manages the company’s hydraulics services division, including all Pitot testing, pump curve analysis, and C-Factor testing. Significant cities where projects were performed: City of Chicago, IL (2012 – 2019) City of Baltimore, MD (2010 – 2019) City of Atlanta, GA (2014-2019) City of Avondale, AZ (2012 – 2016) City of Buckeye, AZ (2015 – 2016) City of Cottonwood, AZ (2012) Lake Havasu City, AZ (2015 -2016) Town of Sahuarita, AZ (2014) City of Scottsdale, AZ (2012) City of Tempe, AZ (2014) Wellton, AZ (2012 – 2013) Role Project Management and Development Education BS, Mechanical Engineering, Purdue University Work History M.E. Simpson Company, Inc. Project Engineer Project Manager 1999 - Present Professional Certifications Licensed Professional Engineer, Indiana Certified Project Management Professional (PMP) Member of Project Management’s Institute Calumet Chapter 30 Hour OSHA Certified for General Industry American Red Cross First Aid and CPR with AED Certified American Traffic Safety Services Association Flagging Certified Extensive traffic control training Extensive confined space training Certified Water Auditor Validator Page 24 of 29 Ashley Ditchcreek Data Analyst Ashley Ditchcreek has been with M.E. Simpson Company since May 2014. Ashley has a Bachelor of Science in Accounting from Purdue University and an MBA from Keller Graduate School of Management. She is involved in data quality control and creates reports for our clients. Ashley also maintains our online (paperless) database and manages appointment projects. Role Development Work History M.E. Simpson Company, Inc. Data Analyst 2014 - Present Professional Certifications Certified Water Audit Validator Page 25 of 29 Jeff Cunningham Business Development Manager Jeff Cunningham has been with M.E. Simpson Co., Inc. since October of 2015. He attended Indiana University and has completed numerous additional specialty water industry focused classes and programs, including water operators’ classes and seminars on Water Filtration and Distribution, several pump equipment and application and maintenance programs, and, many meter and AMR/AMI technical and operational trainings. Jeff has over 25 years of experience in the water industry. For 16 years, prior to joining M.E. Simpson Co, Inc., he was a Territory Manager, Technical Support Specialist and Project Lead for an industry leading meter and AMR/AMI systems provider. In this capacity, he managed numerous meter installation projects. He was key in many AMR and AMI technology evaluations, system installations and deployments, for Utilities ranging from 450 to 70,000 services. He was responsible for many Commercial and Industrial Revenue Meter replacement and application update projects. In this position, he was also responsible for AMR and AMI system to CIS integration. He has trained numerous utility and distributor personnel on metering and AMR/AMI system operations and best practice methods. He was able to help many utilities improve overall operation and maximize efficiencies with AMR and AMI integrations through changes in their core methodologies. Jeff has presented numerous programs and classes for continuing education credits for water operators on metering and automation at several state AWWA Section and District meetings, as well as Rural Water Conferences in multiple states. Recently, he was lead in the Indiana Section AWWA Water Auditing training for 2016 that is being handled by the Indiana Finance Authority. Significant cities where projects were performed: City of Bloomington, IN (2015 – 2016) Role Project Management and Development Work History M.E. Simpson Company, Inc. Business Development Manager Project Manager 2015 - Present Professional Associations Indiana Section AWWA Member of the MAC Committee Member of Technical Program Committee Ohio Section AWWA Indiana Rural Water Association Corporate Member of Alliance of Indiana Rural Water Professional Certifications 10 Hour OSHA Certified for General Industry American Red Cross First Aid and CPR with AED Certified American Traffic Safety Services Association Flagging Certified American Safety Services Association Traffic Control Technician Instructor Extensive traffic control training Extensive confined space training Page 26 of 29 M.E. Simpson Co., Inc. | The City of Bozeman Water Conservation 2021 Water Distribution System Audit, References R E F E R E N C E S Indiana Finance Authority (IFA), “How to conduct a Water Audit” Classes, Level 1 Water Audit Validation Classes and certification exams. (2019-2020) M.E. Simpson Co., Inc. was the lead firm for the team teaching classes for Water Audits and Level 1 Validations consisting of the Indiana Section American Water Works Association, Indiana RCAP, and Wessler Engineering. The Team conducted Water Audit Classes and Level 1 Validation Classes with Certification exams for the Indiana Finance Authority to help over 550 water utilities comply with the Senate Enrolled Act 4 (SEA 4 – 2019) to have all water systems perform water audits every year and have Level 1 Certified Validations performed every other year, submitted to the Indiana Finance Authority. Overall, 10 - 6 hour classes of Water Audits and 10 – 16 hour classes were conducted in several locations across the state, from November, 2019 to September, 2020. A short recess was forced from mid-March to June during the COVID outbreak. The project team quickly modified the instruction and exam materials to be presented on-line to be able to continue the class instruction so that state deadlines could be met. To date over 110 Level 1 Certification for water Audit Validators Certificates have been issued by IFA as a result of the classes and certification exams. M.E. Simpson Co., Inc. continues to provide support services and advice to Indiana water utilities seeking assistance with their Water Audits and Validations. Ms. Sarah Hudson Director, Water Resources and Infrastructure Planning Program Indiana Finance Authority (IFA) 100 North Senate Ave., STE 1275 Indianapolis, Indiana 46204 317.232.2812 sahudson@ifa,in,gov Mr. Daniel Lunberg Project Manager, Water Resources and Infrastructure Planning Program Indiana Finance Authority (IFA) 100 North Senate Ave., STE 1275 Indianapolis, Indiana 46204 317.232.3195 dlunberg@ifa,in,gov City of Tehachapi – Water Audit – 2018 (2016& 2017 Validation), 2019 (2018 Validation, 2020 (2019 Validation) M.E. Simpson Co., Inc. conducted a Water Audit (2018) and Level 1 Validations for Water Audits (2016, 2017, and 2019) for the City of Tehachapi, CA. The level 1 Validations were conducted so that the city could comply with the CA state rule 555, that includes annual Level 1 Validated Audits be submitted annually. Interviews were conducted with the Audit staff to make sure the data entries were correct, that no errors were introduced into the Audit procedure, and that the numbers generated for the Audit allowed for realistic Water Loss controls to be implemented. Mr. Tyler Napier Utilities Manager City of Tehachapi 115 South Robinson Street Tehachapi, California 93561 Office: 661.822.2200 x507 Mobile: 661.972.5858 tnapier@tehachapipw.com Page 27 of 29 M.E. Simpson Co., Inc. | The City of Bozeman Water Conservation 2021 Water Distribution System Audit, References Golden State Water Company, Water Loss Control Plan (2018-2019) Water Audit Level 1 Validations (2017, 2018, 2019) M.E. Simpson Co., Inc. formed a project team consisting of Arcadis Engineering and Metering Technology Consultants, LLC, to provide a Water Loss Control Plan for Golden State Water Company (GSWC) of California. This plan is based on distinct tasks designed to be used by GSWC as a guide to implement and continuously update their water loss control program to be able to meet the needs of the company for improved water loss controls as well as meet the requirements of regulatory agencies for the State of California. Tasks included reviewing past 2016, 2017, and 2018 validated water audits for 17 larger systems of the 38 water systems, performing Level 1 Validations for the 2017, 2018, and 2019 water audits, reviewing and evaluating past GSWC water loss controls, practices, and policies, evaluating current and possible new regulatory requirements from the state and the impact on GSWC, preparing a decision matrix for water loss controls to help GSWC achieve benchmark goals for water loss controls, assembling a system specific water loss control plans that can be applied to each individual water system, prepare standard companywide Water Loss Control Best Practice Guidelines to be applied to all GSWC systems, and provide cost benefit analysis to specific proposed water loss control practices. M.E. Simpson Co., Inc. conducted water loss workshops with GSWC staff to have an open forum for water loss control planning. Field inspections were also conducted of the water production and wholesale meter sites to gain perspective on water supply and customer metering issues possibly affecting meter accuracy (thus, total annual water supply). The results of the study were finalized and submitted to Golden State Water Co. with recommendations for overall improvements to reduce water loss for both short term and long term. Total Validations completed over 3 years: 51. Mr. Joseph Zhao, PhD., P.E. Operations Engineer, Southwest District Golden State Water Company 310.767.8200 ex 501 Joseph.Zhao@gswater.com Additional References: City of Lamont, CA – Water Audit 2020 (2018 & 2019 Validation) Mr. Rolando Marquez Facilities Manager City of Lamont 8624 Segrue Rd. Lemont, California 93241 Office: 661.845.1213 rmarquez@lpud.org City of Redlands – Water Audit – 2019 (2018 Validation) Ms. Cecilia Griego Water Resources Specialist City of Redlands 35 Cajon St. #15A Redlands, California 92373 909.798.7553 cgriego@cityofredlands.org Indio Water Authority – Water Audit – 2019 (2018 Validation) Mr. Adekunle Ojo Principal Management Analyst Indio Water Authority 83-101 Avenue 45 Indio, California 92201 760.625.1805 aojo@indio.org Page 28 of 29 M.E. Simpson Co., Inc. | The City of Bozeman Water Conservation 2021 Water Distribution System Audit, Investment I N V E S T M E N T A commitment to improving and maximizing the City of Bozeman’s water distribution system for future generations. M.E. Simpson Co., Inc. is pleased to offer the City of Bozeman, Montana our proposal for Water Audit Services and Level 1 Validation program. All procedures and practices will be done in accordance with the above Scope of Services. The water audit and Level 1 Validation will be completed by M.E. Simpson Co., Inc. personnel trained in water loss audits and Indiana Certified/Licensed water loss audit validation. Water Loss Audit Services $16,900.00 Level 1 Validation Services $ 1,500.00 Total Program Costs $18,400.00 We thank you for this opportunity to acquaint you with our Water Loss Audit Services, Level 1 Validation Services and offer this proposal. If you have further inquiries or you wish to discuss our service in more detail, do not hesitate to call us. Page 29 of 29