HomeMy WebLinkAboutConsulting Services for Water Service Line Inventory_TruePani Technical Proposal
Consulting Services for Water Service Line Inventory | TruePani Inc.
Cover Page
Due Date: January 31, 2025, 5pm PST
RFP Consulting Services for Water Service Line Inventory
SOUTH TAHOE PUBLIC UTILITY DISTRICT
Julie H. Ryan, Engineering Department Manager South Tahoe Public Utility District
1275 Meadow Crest Drive
South Lake Tahoe, CA 96150
(530) 543-6267
jryan@stpud.us
Consulting Ser vices for Water Ser vice Line Inventor y
Firm Name: TruePani Inc.
Due Date: Januar y 31, 2025, 5:00 PM
TECHNICAL PROPOSAL
Prepared for the South Tahoe Public Utility D istr ict
by True Pa ni In c.
Consulting Services for Water Service Line Inventory | TruePani Inc.
Table of Contents
Transmittal Letter ............................................................................................................................ 1
Firm Experience ................................................................................................................................ 2
Firm Overview ............................................................................................................................................2
Experience with Inventory Database Development .....................................................................................2
Relevant Project Experience .......................................................................................................................3
Firm’s Approach to Project ............................................................................................................... 4
Understanding of LCRR and LCRI Compliance Requirements ........................................................................4
Project Approach Overview ........................................................................................................................5
Task 1: Data Review and Work Plan Development .......................................................................................6
Subtask 1.1 - Project Kickoff Meeting ..................................................................................................................................6
Subtask 1.2 - Data Source Review ........................................................................................................................................6
Subtask 1.3 - Work Plan Development .................................................................................................................................7
Task 2: Database Development and Desktop Analysis .................................................................................7
Subtask 2.1 - Inventory Database Setup ..............................................................................................................................7
Subtask 2.2 - Desktop Data Review and Analysis .................................................................................................................8
Subtask 2.3 - Analysis Report and Presentation...................................................................................................................8
Task 3: Field Survey and Service Line Replacement Plan ..............................................................................8
Subtask 3.1 - Field Survey Planning and Approach Development .......................................................................................8
Subtask 3.2 - Database Updates and Progress Reporting ....................................................................................................9
Subtask 3.3 - Development of Service Line Replacement Plan ............................................................................................9
Subtask 3.4 - Findings Report and Presentation ..................................................................................................................9
Task 4: Project Management ......................................................................................................................9
Subtask 4.1 – Project Management and Coordination ..................................................................................................... 10
Project Team .................................................................................................................................. 10
Hours Estimate ............................................................................................................................... 11
Project Schedule ............................................................................................................................. 11
Required Documentation and Information from the District ............................................................ 12
Consulting Services for Water Service Line Inventory | TruePani Inc. 1
Transmittal Letter
Julie H. Ryan, Engineering Department Manager January 31, 2025
South Tahoe Public Utilities District
(530) 543-6267
jryan@stpud.us
Dear Ms. Ryan,
Thank you for considering TruePani Inc. (TruePani) as a contractor for the South Tahoe Public Utility
District’s (the District) Consulting Services for Water Service Line Inventory Request for Proposal
(RFP). We are pleased to submit our team’s qualificati ons and capacity to support the District in
identifying the materials of the unknown service lines and achieving compliance with the Lead and
Copper Rule Improvements (LCRI).
TruePani is an engineering, consulting, and communications firm specializing in projects related to lead
in drinking water. TruePani is 100% female -owned and certified as a Disadvantaged Business
Enterprise (DBE) under NAICS code 541620 (Environmental Consulting Services) and NIGP code
91843. TruePani actively participates in industry organizations, including the AWWA Lead in Drinking
Water Subcommittees, to stay ahead of future regulatory mandates.
Nationally, TruePani has provided technical assistance, inventory development, and unknown
identification services to over 1,500 water systems across 18 states, identifying hundreds of thousands
of service lines. Our team’s expertise will be leveraged to a chieve successful outcomes for the District’s
Water Service Line Inventory Project.
TruePani staff have extensive project experience in California, including helping water systems achieve
compliance with the Lead and Copper Rule Revisions (LCRR) and LCRI. With this experience.
TruePani has developed familiarity with California’s specific state guidance and received approval from
the State Water Resources Control Board Division of Drinking Water (DDW) for inventories and work
plans to identify unknown service line materials.
To successfully complete this project, TruePani will leverage a nationwide network of LCRR and LCRI
experts with in-depth knowledge of California-specific standards. TruePani’s project approach ensures
that outcomes align with both state and federal requirements and meet or exceed expectations outlined
by the District.
TruePani has reviewed the District's Standard Consulting Agreement and confirms that we take no
exceptions to the outlined terms.
Thank you for your time and consideration. We are happy to address any questions or provide further
clarification.
Best Regards,
Shannon Evanchec
Director of Lead in Drinking Water Programs, TruePani Inc.
O: (865) 346-6737
M: (724) 584-7192
shannon@truepani.com
9041 Executive Park Dr #125, Knoxville, TN 37923
Consulting Services for Water Service Line Inventory | TruePani Inc. 2
Firm Experience
Firm Overview
TruePani Inc. is an engineering, consulting, data management, and communications firm special ized in
addressing lead in drinking water. Since incorporating in 2016, TruePani has become an industry
leader in supporting water systems with Lead and Copper Rule Revision (LCRR) and Lead and Copper
Rule Improvement (LCRI) compliance across 19 states, including California. TruePani maintains a
nationwide network of multidisciplinary experts with extensive LCRR and LCRI experience to support
the District’s project.
With a proven track record in regulatory compliance, TruePani has developed a strong reputation in the
water industry, assisting clients ranging from state and municipal entities to school districts and private
organizations in meeting compliance requirements and ensuring safe drinking water for their
communities. TruePani’s areas of expertise include:
• LCRR/LCRI Compliance
• State Regulatory Compliance
• Water Utility Services
• Data Management
• Project Management
• Customer Communications and Marketing
• Drinking Water Sampling
• Sample Kit and Pitcher Filter Direct-to-Customer Fulfillment
Key highlights of TruePani’s work include:
Expertise in Lead in Drinking Water Compliance . TruePani has supported over 1,500 water systems
in meeting the October 16, 2024, LCRR compliance deadline by developing initial service line
inventories and addressing unknown service lines. TruePani continues to assist systems in transitioning
to compliance with the LCRI, ensuring systems achieve fully known inventories in line with regulatory
requirements. With extensive experience managing large -scale LCRR compliance projects, TruePani’s
team is well-prepared to provide technical assistance on all aspects of the rule, from inventory
development to regulatory reporting. TruePani is actively engaged with multiple states, including
California, where collaboration California State Water Resources Control Board (SWRCB) Division of
Drinking Water (DDW) has positioned TruePani as a trusted partner in meeting compliance goals.
Innovative Strategies for Reducing Unknown Service Lines . TruePani specializes in reducing
unknown service line materials through efficient, data -driven methods. Using approaches like Stratified
Random Sampling (SRS), TruePani prioritizes targeted inspections in areas most likely to contain lead
or galvanized lines, minimizing physical investigations while maximizing accuracy. This is
complemented by historical records analysis, customer surveys, and field inspections, with fin dings
seamlessly integrated in to customized databases to track progress in real time. TruePani’s proven
methods have been successfully implemented in states across the U.S., including California .
Robust Data and Project Management. TruePani’s innovative data management practices are central
to achieving compliance with the LCRR, LCRI, and other state and federal regulations. TruePani
develops tailored databases that streamline project data management, ensuring efficient organization
of historical records, customer data, and field inspection results. Automation and dynamic tracking allow
for real-time updates on inventory status, while advanced project management tools ensure field
investigations and customer communications are effectively coordinated. TruePani’s focus on precise
data collection and reporting ensures regulatory compliance and overall project success.
Experience with Inventory Database Development
TruePani specializes in developing innovative, customized inventory databases designed to integrate
seamlessly with clients' preferred database platforms, offering flexibility and customization based on
project needs. Whether for small water systems or large-scale statewide programs, these databases
are tailored to meet unique client requirements, providing a curated solution that supports efficient
inventory management.
TruePani’s databases are built to align with state templates, ensuring streamlined exports and accurate
updates while maintaining compatibility with existing systems. These databases house critical
information, including inventory frameworks, historical records, and customer data, interconnected to
create a comprehensive and adaptable system. Dynamic views offer water system personnel real -time
Consulting Services for Water Service Line Inventory | TruePani Inc. 3
access to updates and progress tracking, while automation reduces manual processes and improves
overall efficiency.
Fieldwork integration is a cornerstone of TruePani’s approach. Customer survey responses, inspection
reports, and other field data can be directly incorporated into the database, maintaining accuracy and
minimizing duplication. This ensures a seamless workflow from data collection to inventory updates.
TruePani’s innovative approach to database development ensures water systems can rely on efficient,
adaptable tools to meet regulatory requirements and project objectives with precision and reliability.
Relevant Project Experience
The following work examples highlight TruePani’s successful project execution for clients with similar
needs, showcasing expertise in service line inventory development, unknown identification, and
regulatory compliance. These examples demonstrate TruePani’s ability to deliver high -quality,
compliant solutions tailored to the unique requirements of each client.
KEY FEATURES
LCRR/LCRI Compliance
Inventory Development
Unknown Identification
Communications Materials
CONTRACT DATES
November 2022 to
December 2024
PROJECT SIZE
10,199 service connections
PROJECT STATUS
Inventory Submitted and
Approved
CLIENT
City of Martinez
CONTACT
Ali Hatefi
ahatefi@cityofmartinez.org
(925) 372-3519
TruePani was selected by the City of Martinez, California, through a competitive bid to
develop a lead service line inventory for over 10,000 connections. TruePani was
responsible for completing the initial inventory, developing a strategy for identifying
unknowns, creating a compliance and replacement plan, and designing the school
and childcare sampling program.
Leveraging its knowledge of federal and California LCRR requirements, TruePani
conducted a historical records review and implemented the California Water Boards'
Stratified Random Sampling (SRS) protocol to identify unknown service lines. After
the records review, 83% of connections remained unknown. TruePani worked with
Martinez to secure approval from the Water Boards for SRS, which involved
physically inspecting 367 randomly selected unknown lines. This approach reduced
the inspection effort by 96%, resulting in a fully known, non-lead service line material
inventory.
LEAD AND COPPER RULE REVISIONS
COMPLIANCE FOR THE CIT Y OF MARTINEZ
MARTINEZ, CALIFORNIA
Similarities to this RFP: LCRR/LCRI Compliance, Inventory Development, Unknown
Identification, Statistical Methodologies, Final Project Presentation
KEY FEATURES
LCRR/LCRI Compliance
Inventory Development
Unknown Identification
Communications Templates
CONTRACT DATES
February 2024 to December
2024
PROJECT SIZE
29,774 service connections
PROJECT STATUS
Inventory Submitted and
Approved
CLIENT
City of Pomona Water
Resources Department
CONTACT
Saul Pereyra
Saul.Pereyra@pomonaca.gov
(909) 620-2251
TruePani was selected by the City of Pomona Water Resources Department
through a competitive bid to develop a lead service line inventory for over 25,000
connections. TruePani was responsible for completing the initial inventory, developing
a strategy for identifying unknowns, and designing templates for the 30-day customer
notifications.
Leveraging its knowledge of federal and California LCRR requirements, TruePani
conducted a historical records review and implemented the California Water Boards'
Stratified Random Sampling (SRS) protocol to identify unknown service lines. After
the records review, 86% of connections remained unknown. TruePani worked with the
City to secure approval from the Water Boards for SRS, which involved physically
inspecting 812 randomly selected unknown lines. This approach resulted in a fully
known, non-lead service line material inventory.
LEAD SERVICE LINE INVENTORY FOR THE
CITY OF POMONA
POMONA, CALIFORNIA
Similarities to this RFP: LCRR/LCRI Compliance, Inventory Development, Unknown
Identification, Statistical Methodologies, Final Project Presentation
Consulting Services for Water Service Line Inventory | TruePani Inc. 4
Firm’s Approach to Project
Understanding of LCRR and LCRI Compliance Requirements
In 2021, the Environmental Protection Agency (EPA) published the Lead and Copper Rule Revisions
(LCRR), which required all water systems in the United States to complete a water service line
inventory by October 16, 2024. The inventory must include a list of all drinking water service lines in the
distribution system that connect to a structure and provide potable drinking water AND the material of
which the service lines are made.
The EPA specified that the Initial Inventory required a review of all documentation relating to service
line materials, if such records exist. Additionally, materials encountered during normal operations must
be recorded in the inventory. The water system must identify the material on both the portion of the line
that is owned by the utility (the “public” side) and the portion of the line owned by the customer (the
“private” side) which is typically located from the water meter to the building.
KEY FEATURES
LCRR/LCRI Compliance
Inventory Development
Unknown Identification
CONTRACT DATES
November 2023 to
December 2024
PROJECT SIZE
19,526 service connections
PROJECT STATUS
Inventory Submitted and
Approved
CLIENT
City of Pittsburg
CONTACT
Jorge Esparza
jesparza@pittsburgca.gov
(925) 252-4935
TruePani was selected by the City of Pittsburg, California, through a competitive bid
to develop a lead service line inventory for over 15,000 connections. TruePani was
responsible for completing the initial inventory, developing a strategy for identifying
unknowns, creating a replacement plan and communications guidance package, and
revising the list of compliance sampling sites.
Leveraging its knowledge of federal and California LCRR requirements, TruePani
conducted a historical records review and implemented the California Water Boards'
Stratified Random Sampling (SRS) protocol to identify unknown service lines. After
the records review, 60% of connections remained unknown. TruePani worked with the
City to secure approval from the Water Boards for SRS, which involved physically
inspecting 373 randomly selected unknown lines. This approach resulted in a fully
known, non-lead service line material inventory.
LEAD AND COPPER RULE REVISIONS
COMPLIANCE FOR THE CIT Y OF PITTSBURG
PITTSBURG, CALIFORNIA
Similarities to this RFP: LCRR/LCRI Compliance, Inventory Development, Unknown
Identification, Statistical Methodologies, Final Project Presentation
KEY FEATURES
LCRR/LCRI Compliance
Inventory Development
Unknown Identification
CONTRACT DATES
November 2023 to
December 2024
PROJECT SIZE
19,526 service connections
PROJECT STATUS
Inventory Submitted and
Approved
CLIENT
City of Cambria Community
Services District
CONTACT
Cody Meeks
smeeks@cambriacsd.org
(805) 927-6223
TruePani was selected by the City of Cambria Community Services District through a
competitive bid to develop a lead service line inventory for 4,024 connections.
TruePani was responsible for completing the initial inventory, developing a strategy
for identifying unknowns, and designing templates for the 30-day customer
notifications.
Leveraging its knowledge of federal and California LCRR requirements, TruePani
conducted a historical records review and implemented the California Water Boards'
Stratified Random Sampling (SRS) protocol to identify unknown service lines. After
the records review, 60% of connections remained unknown. TruePani worked with the
City to secure approval from the Water Boards for SRS, which involved physically
inspecting 373 randomly selected unknown lines. This approach resulted in a fully
known, non-lead service line material inventory.
LEAD AND COPPER RULE REVISIONS
COMPLIANCE FOR THE CIT Y OF CAMBRIA
CAMBRIA, CALIFORNIA
Similarities to this RFP: LCRR/LCRI Compliance, Inventory Development, Unknown
Identification, Statistical Methodologies, Final Project Presentation
Consulting Services for Water Service Line Inventory | TruePani Inc. 5
The inventory must identify service lines using one of the following material classifications: Lead, Non-
Lead, Galvanized Requiring Replacement (GRR), or Unknown. While "unknowns" are allowed in the
initial SLI, the Lead and Copper Rule Improvements (LCRI), finalized in October 2024, requires water
systems to identify the materials of all unknown service lines by 2037. The next Baseline Inventory
update is due to the primacy agency on November 1, 2027.
What is required for the EPA LCRI Baseline Inventory?
• A baseline inventory by November 1, 2027, that includes a full list of service lines with an
address associated with each service line
o Each service line must have a material classification of non-lead, lead, GRR, or
unknown for both the private/customer-owned and public/utility portions of the line
o A list of schools and child care facilities should be searchable within the inventory
• A fully known inventory by November 1, 2037 (no material classifications of “unknown”)
• Information on connectors must be included
o Presence/absence of connectors for each service line
o If connectors are present, they must be assigned a material classification
▪ If the material classification of any existing connectors is unknown, annual
updates must be submitted to the inventory
• A validation pool must be conducted as a method to check the accuracy of the inventory
What is not required for the EPA LCRI Baseline Inventory?
• Specific methods to identify unknowns (e.g., excavation/potholing is NOT required)
o However, unknowns factor into the number of required replacements, which begins in
2028 at an average rate of 10% per year over a three year period.
▪ The primary goal of this project is to identify all unknowns using statistical
methods, thereby eliminating the need to account for unknowns in the
replacement rate.
TruePani’s project approach to complete the work outlined in the RFP is informed by experience
working in the State of California and nationwide on similar projects. The main goal is to develop a fully
known service line inventory to achieve compliance with the LCRI.
Project Approach Overview
TruePani’s project approach is designed to achieve compliance with the LCRR and LCRI while creating
a fully known service line inventory for the District. This approach includes conducting a thorough
review of water system documentation —such as installatio n dates, waterline as-built dates, service
install work orders, meter sheets, project photos, and meter/service line details—alongside customer
information. The collected data will be organized into a database formatted to align with the template
developed by DDW. Additionally, TruePani will develop a plan to identify unknown service lines using
stratified random sampling (SRS) to guide District-performed visual inspections of both public and
private service lines.
This project approach will draw on TruePani’s experience managing large -scale compliance projects,
focusing on efficiency to meet regulatory deadlines and requirements. A key component in the success
of this project will be the ability of TruePani staff to collaborate effectively within multidisciplinary teams,
both internally and with the District, ensuring clear communication among engineers, data managers,
utility staff, and field personnel. With experience partnering with diverse clients and coordinating
complex teams, TruePani ensures effective resource management and timely project completion.
The following table outlines the key consultant responsibilities outlined by the District in the RFP and
where they are addressed in TruePani’s response:
Responsibility Where Addressed in Response
Reviewing existing water system and customer information, and
identifying data gaps that need to be filled in order to identify
service line materials for every service in the District system
Subtasks 1.2 and 2.2
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Preparing, and submitting to the District for review and approval,
a replacement plan for all services currently identified as
“unknown” and a work plan for desktop and field methods to
verify service line material for all services
Subtasks 1.3 and 3.4
Developing a SQL-compatible active database of service line
information Subtask 2.1
Performing desktop analyses to supplement existing service line
and customer information, in accordance with the agency-
approved work plan
Subtask 2.2
Supporting a District-led field investigation of service lines in
accordance with the agency-approved work plan Subtasks 3.1 and 3.2
Updating and maintaining the active database as new service
line information becomes available, and using the database to
prepare GIS-based maps, tabular reports and interactive tools for
customer outreach and access through the District’s website
Subtask 3.2
Preparing, and submitting to the District for review and approval,
a revised plan for replacing verified service lines Subtask 3.1
Supporting District submission of inventory updates, plans and
reports to regulatory agencies and customers Subtask 1.3, 2.3, and 3.4
Performing all project management and coordination necessary
for successful completion of the assigned scope of work Subtask 4.1
As outlined by the District, TruePani has structured the project into the following primary tasks, each
including defined subtasks to ensure thorough and efficient completion:
• Task 1: Data Review and Work Plan Development
• Task 2: Database Development and Desktop Analysis
• Task 3: Field Survey and Service Line Replacement Plan
Additionally, TruePani has included Task 4: Project Management to provide a clear framework for all
coordination efforts required to successfully execute the project scope of work.
Task 1: Data Review and Work Plan Development
Subtask 1.1 - Project Kickoff Meeting
Upon contract execution, TruePani will organize and facilitate a Project Kickoff Meeting with the
District to discuss project objectives and outline the steps needed to complete the work. TruePani will
assess the information collected since the submission of the Initial Inventory to determine the extent of
updates required before beginning the process of identifying unkno wns. During this meeting, TruePani
will collaborate with the District to confirm roles, responsibilities, and expectations for all parties
involved.
Subtask 1.2 - Data Source Review
TruePani will collaborate with the District to gather all available water system and customer information
needed to complete each section of the state inventory template. To begin, TruePani will request a
copy of the inventory submitted to DDW for review and use in developing the Baseline Inventory
update. Recognizing that new information may have been collected since the initial submission (e.g.,
customer survey responses or data gathered during routine operations) and that the LCRI now require s
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systems to track connector material information for the Baseline Inventory update, TruePani will request
all existing records, including those previously incorporated into the inventory.
Subtask 1.3 - Work Plan Development
The Work Plan submitted to DDW will provide a comprehensive overview of the inventory's current
status and detailed methodologies for identifying unknown service lines. Because of this, the Work Plan
cannot be finalized until the database is developed and the desktop analysis outlined in Task 2 is
completed. Therefore, TruePani proposes adjustments to the District’s schedule, suggesting that Task
2 begin before Subtask 1.3 to enable the development of a fully informed Work Plan for DDW review.
Once Task 2 has commenced and TruePani has conducted a desktop analysis of all existing
information, incorporating it into the database, TruePani will coordinate with the District and any
necessary regulatory agencies to develop the project’s Work Plan. This plan will detail the approach for
replacing service lines currently identified as “unknown” and reducing the number of replacements
needed by identifying service line materials through both desktop and field methods.
The Work Plan will provide a clear outline of the inventory's status, the information used to develop it,
and the remaining unknowns. For each inventory attribute, the plan will specify the methodologies to
update the Initial Inventory and the steps the District will take to identify unknowns. It will inc lude
detailed descriptions of staff actions, the number of inspections required, and, if necessary, the specific
locations for inspections. TruePani will also collaborate with the District to determine the mechanisms—
both invasive and non -invasive—District staff will employ during field investigations. This detailed
approach will aim to provide DDW with all necessary information to facilitate a swift approval process.
Additionally, the Work Plan will outline the procedures for organizing and maintaining updates to the
inventory to ensure data integrity and enable efficient querying of the data.
TruePani will develop an initial Draft Work Plan for submission to the District for review and feedback.
After incorporating District comments, TruePani will prepare a revised Draft Work Plan and coordinate
with the District to submit it to the regulatory agencies for review. Following any regulatory feedback,
TruePani will create the Final Work Plan, addressing all necessary changes. The District will submit this
Final Work Plan to DDW for approval prior to moving forward with the project.
Task 1 Deliverables
Project Kickoff Meeting
Draft Work Plan
Final Work Plan
Task 2: Database Development and Desktop Analysis
Upon completing Subtask 1.2, TruePani proposes proceeding with Task 2, as the database must be
developed and the desktop analysis completed before the Work Plan can be created and submitted to
DDW.
Subtask 2.1 - Inventory Database Setup
TruePani will meet with the District to discuss the development of the inventory database and identify
the features the District requires. TruePani will first develop an internal database to support inventory
development, track field inspections, and efficiently export updates to the state inventory template. This
internal database has been successfully used to build over 1,000 inventories, ensuring reliability for the
District’s needs. The structure will be designed to align with the District’s specific requirements, allowing
integration with the SQL database and preventing data loss or compatibility issues . TruePani will use
this internal database to establish the Baseline Inventory framework and populate it with relevant data
from the Initial Inventory and Subtask 1.2.
Once the internal database is in pla ce and TruePani begins the Desktop Data Review in Subtask 2.2,
TruePani will simultaneously develop the Microsoft SQL Database, designed to integrate with the
District’s GIS and Enterprise Resource Planning (ERP) software , including ESRI ArcGIS Online.
TruePani will collaborate with the District to identify the fields and attributes required for integration
across these systems. At minimum, the database will include all fields required in the state inventory
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template. Additionally, it will be compatible with Views and SQL Server Reporting Services, as
requested by the District.
The final database will be delivered as an Access Database (.accdb file type), containing tables for the
inventory, historical records, and additional tables such as water meters, parcels, etc., based on the
District’s available data.
Subtask 2.2 - Desktop Data Review and Analysis
While developing the database, TruePani will conduct a comprehensive Desktop Data Review of the
records and information provided. This review will serve as a secondary historical records review to
identify and incorporate any new information not previously included in the Initial Inventory and to fill in
connector information (if not captured by the District in the Initial Inventory).
This review will utilize all data sources identified during Task 1 and outlined in the District’s solicitation.
By doing so, TruePani will ensure compliance with the LCRI, improve the inventory’s accuracy, and
provide a clearer understanding of the unknown s. The insights gained during this analysis will be used
to update the inventory before beginning unknown identification.
Subtask 2.3 - Analysis Report and Presentation
Using the findings from the Desktop Data Review, TruePani will begin drafting the Work Plan (Subtask
1.3) and the Analysis Report:
• Work Plan: This document will briefly summarize the current inventory, and outline updates
made using records, while focusing on providing in-depth detail on the statistical methodologies
proposed to address unknowns. It will be submitted to DDW following District approval.
• Desktop Analysis Report: This report will focus on the results of the Desktop Data Review,
providing specific details on inventory changes, data sources, and remaining data gaps. It will
be submitted to the District for review and comment. Additionally, the findings will be presented
to District staff in an in-person workshop, with the goal of finalizing the written report.
As needed, TruePani will support the District in submitting updated inventory information to regulatory
agencies and engaging in public outreach efforts.
Task 2 Deliverables
Access Database (.accdb file type)
Desktop Data Analysis Report
In-Person Workshop Presentation
Task 3: Field Survey and Service Line Replacement Plan
Subtask 3.1 - Field Survey Planning and Approach Development
Upon completion of Task 2, TruePani will meet with the District to finalize the Field Survey approach,
based on the results of the Desktop Data Review and the methodology outlined in the Work Plan
submitted to DDW.
Based on the number of unknowns remaining in the inventory, TruePani will recommend statistical
methodologies to minimize the physical investigations required to achieve a fully known service line
inventory. If fewer than 10,000 unknowns remain, TruePani w ill recommend the Stratified Random
Sampling (SRS) methodology. This method categorizes properties into groups based on historical data,
such as construction year, and randomly selects properties from each group for physical verification. If
a lead service line is identified, the groups are further refined to target periods when lead was
commonly used. TruePani has successfully implemented this method for California water systems, and
DDW recognizes SRS as a valid approach for identifying unknown service li nes.
While the unknown identification methodology will be detailed in the Work Plan, TruePani can prepare a
supplemental Field Survey Plan, including field-testing methods and protocols, an implementation
schedule, and staffing recommendations, for District review and comment.
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TruePani will also collaborate with the District to align field investigations with any upcoming capital
improvement plans, minimizing redundant efforts. Additionally, as required by the LCRI, TruePani
recommends incorporating a non-lead validation pool to verify the accuracy of the inventory. This
validation should be integrated into regularly scheduled work throughout the project to save the District
time and resources.
Subtask 3.2 - Database Updates and Progress Reporting
As the District begins the Field Survey, TruePani will provide ongoing support by:
• Importing field findings into the databases.
• Adjusting the field investigation plan as needed.
• Making recommendations for modifications to the plan based on findings.
• Regularly meeting with the District’s field team to review progress.
TruePani will continuously update both the internal and SQL databases with service line material
information from field investigations. These updates will also include maintaining and refining the active
database as new service line information becomes ava ilable. The database will be used to generate
GIS-based maps, tabular reports, and interactive tools for customer outreach and access through the
District’s website, ensuring transparency and accessibility for stakeholders.
To streamline data collection, TruePani can develop a Visual Inspection Survey Tool integrated with the
internal database. This tool will enable direct entry of field material data, whether recorded by water
system staff during inspections or self-reported by homeowners through an enhanced digital customer
survey developed by TruePani.
TruePani can also prepare periodic written updates for the District, summarizing field findings and
inventory status, suitable for submission to DDW as needed.
Subtask 3.3 - Development of Service Line Replacement Plan
If any lead or GRR service lines are identified during the Field Survey, TruePani will work with the
District to develop a Lead Service Line Replacement Plan (LSLRP) that complies with DDW
standards.
Although an LSLRP is required by November 1, 2027, for systems with unknown service lines,
TruePani’s goal is to help the District achieve a 100% known inventory. This would eliminate the need
for an LSLRP unless lead or GRR lines are discovered.
Subtask 3.4 - Findings Report and Presentation
After completing the Field Survey, TruePani will prepare a draft Field Survey Findings Report
summarizing the survey results. The report will be submitted to the District alongside the LSLRP for
review and comment. To finalize the report, TruePani will present the findings and LSLRP during an in -
person workshop with District staff.
Following the incorporation of all comments and field findings into the inventory, TruePani will produce
a Baseline Inventory update for the District to submit to DDW by November 1, 2027.
Task 3 Deliverables
Field Survey Plan
Regular Fieldwork Updates to District
Field Survey Findings Report
In-Person Workshop Presentation
Baseline Inventory
Lead Service Line Replacement Plan (if needed)
Task 4: Project Management
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Subtask 4.1 – Project Management and Coordination
TruePani will perform all project management and coordination necessary for the successful completion
of the assigned scope of work. This includes maintaining a detailed project schedule, overseeing task
progress, and addressing potential delays to ensure timely completion. Regular communication with the
District will keep all parties aligned on objectives, provide a platform for resolving issues, and ensure
transparency throughout the project. TruePani will coordinate with multidisciplinary teams, both
internally and within the District, to foster collaboration and streamline workflows. Resources will be
allocated effectively to ensure all deliverables meet District expectations and regulatory requirements.
In addition, periodic progress updates will be provided to keep the District informed of key milestones,
project adjustments, and overall status, ensuring the project remains on track and aligned with the
District’s goals.
Project Team
All TruePani personnel assigned to this project, along with the project team at the District, have the
qualifications and experience necessary to execute the tasks outlined in the Firm’s Approach to Project.
The organizational chart below outlines the planned management structure for this project, including
both TruePani staff and key District team members. Staff resumes can be found on the following pages.
Ms. Samantha Becker is CTO and the Director of Data Systems at TruePani and will serve as the
Project Manager on this project. Ms. Becker serves as the Project Manager of many local and
statewide LCRR/LCRI projects, including all California-based compliance projects. Ms. Becker holds a
Master of Public Heath, Environmental Quality, Sustainability and Health from the University of
Michigan School of Public Health and a degree in Civil Engineering from the Georgia Institute of
Technology. Ms. Becker works out of Seattle, Washington and can be reached by emailing
sam@truepani.com or calling (808) 207-3449.
Ms. Blaire Brooks is a Managing Consultant at TruePani and will serve as the Senior Consultant on
this project. Ms. Brooks has experience managing both statewide and local level LCRR/LCRI
compliance projects, including inventory development and unknown identification. Her experience
includes managing inventory data, transitioning inventories to 100% known, and advising on regulatory
compliance. Ms. Brooks holds a Master of Science in Global Health from Georgetown University and a
degree in Environmental Hea lth from East Tennessee State University. Ms. Brooks works out of
Johnson City, TN and can be reached by emailing blaire@truepani.com or calling (865) 261-6782.
Mr. Adam Sole is a Project Associate II at TruePani and will serve as Inventory Technician on this
project. Mr. Sole has extensive experience developing lead service line inventories for the states of
California, South Carolina, Texas, Georgia, and Virginia. Mr. Sole holds a Master of Public Health and
Global Environmental Health from American Emory University and a degree in Biology from Oglethorpe
University. Mr. Sole works out of Atlanta, GA and can be reached by emailing adam@truepani.com or
calling (478) 957-4933.
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Hours Estimate
The table below reflects the initial estimate of hours by project team member role required to complete
the requested scope of work for the District:
Project Schedule
The following schedule details the start and end dates for all tasks required to complete the scope of
work requested by the District. This timeline ensures that each task is addressed within the necessary
timeframe to meet project objectives and regulator y deadlines.
One exception to the District’s proposed schedule is that Task 2 must begin before Task 1 is
completed. This is because the database must be developed, and the desktop review completed before
the Work Plan can be developed.
Note: The Task 3 and 4 end dates may be accelerated depending on the District's staff capacity to complete
inspections and the extent of invasive techniques required.
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Required Documentation and Information from the District
The following documents and information are required from the District to complete the scope of
services within the specified timeframe:
• Initial Inventory submitted to DDW
o TruePani will request access to the inventory submitted to DDW for the October 16
compliance deadline in Excel Spreadsheet/DDW Inventory Template format.
• Data Collected Since Inventory Submission
o Includes customer visual inspection data from efforts initiated in November 2024,
records of newly replaced service lines, new work orders, and any information collected
during normal operations.
• Access to Data Sources
o TruePani will request access to all data listed in the District's "Data Sources for Water
Service Line Inventory" table provided in the solicitation, ensuring all relevant information
is utilized effectively to meet project goals.