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HomeMy WebLinkAboutSouth Tahoe PUD_Tech Proposal_Stantec_31-Jan-25 South Tahoe Public Utility District Consulting Services for Water Service Line Inventory Technical Proposal N co T M -- 7 C (0 C1 Cj C $ N f.1 N C i+ 7 N C Table of Contents TRANSMITTAL LETTER 1 FIRM EXPERIENCE 3 FIRM'S APPROACH TO PROJECT 6 Task 1. Data Review and Work Plan Development 6 Task 2. Database Development and Desktop Analysis 8 Task 3. Field Survey and Service Line Replacement Plan 9 PROJECT TEAM 12 ORGANIZATION CHART 12 INITIAL ESTIMATE OF HOURS TABLE 13 PROJECT SCHEDULE 14 DOCUMENTS FOR DISTRICT 15 APPENDIX A- Resumes g APPENDIX B - Example of DDW Approved Predictive Modeling Report ® Stantec Dear Ms. Ryan and Members of the Selection Committee, the process it takes to meet compliance, but also minimize cost to you. We understand that every client is unique and can StaThe South Tahoe Public Utility District(District) has taken a present options for the most efficent processes to complete 295 Higtechway Consulting services inc. critical step toward meeting the U.S. Environmental Protection records review, develop an inventory database, perform field Zephyr Highway NV Suite 1 Agency's EPA's initial compliance date of October 16, 2024 work,and produce replacement plans that entail the required Zephyr Cove,NV 94597-7966 ( ) p p p p q for the Lead and Copper Rule Revisions (LCRR) by submitting components in the LCRI. an initial service line inventory. Our team understands that the Efficiency Through a Customized Technical Approach. Every January 31, 2025 initial inventory is incomplete and unvalidated and has many of water system, utility, municipality and state is different. Our the public and private side service lines listed as"lead status combined experience on similar regulatory-driven LCRR/LCRI Attention: unknown". EPA's Lead and Copper Rule Improvements (LCRI) programs in small and mid-sized communities (i.e. North Port, Julie H. Ryan, Engineering now requires the submission of an additional "baseline" FL; Fall River, MA; Norwood, MA; and Teviston, CA)to programs Department Manager inventory, service line replacement plan, revised sampling in large metropolitan areas (i.e. Jackson, MS; Cleveland, OH, Ian, list of schools and childcares served b the utility, and a South Tahoe Public Utility p y New Orleans, LA;and Washington, DC) demonstrates we y District number of public notification requirements by the compliance understand how to tailor our approach, processes, and toolsto yield optimal results for the District. We will collect the data 1275 Meadow Crest Drive deadline of November 1, 2027 to the California State Water recommended so that it is aligned with required fields h the South Lake Tahoe, CA 96150 Resources Control Board Division of Drinking Water(DDW). DDW's lead service line (LSL) inventory template, as we have (530) 543-6267 Stantec has been supporting clients in their efforts to provide already done for numerous other California clients. jryan@stpud.us safer drinking water to their respective community by A Successful History of Working Together. Stantec, previously successfully identifying and removing lead from their drinking Cardno, has recently completed the Geomorphic Risk water systems to meet state and federal compliance Evaluation of Utility Stream Crossings — Utility Pipeline Crossing Reference: requirements for decades. Our team brings a thorough Assessment Project for the District where Stantec investigated Request for Proposal for understanding of the LCRI compliance requirements. We have and assessed 203 potential pipeline stream crossings within Consulting Services for Water a successful project delivery track record to support the the districts service area.This was a very successful project for Service Line Inventory District in meeting all regulatory milestones. the district where Stantec created a database and prioritization process for future projects to upgrade high and medium risk Our team offers: crossings. Team members Melanie Greene and Brian McRae Stantec acknowledges the have also completed dozens of projects within the District's following addenda: A team Leveraging Local and National Project Expertise: service area requiring close coordination with the District as Led by Project Manager Melanie Greene,AICP, CPESC, well as a handful of projects directly for the District. Our team's ADDENDUM No. 1 posted QDS/P,the Stantec team applies the synergy of our local leadership is familiar with the District's facilities and project January 21, 2025 and national lead experts who have assisted clients with delivery process. this and other water quality issues for years.Technical Local Experience. Stantec and BlueConduit already have Contract Acknowledgement: Advisor, Brendan O'Brien, PE, MBA, is an industry leader "boots on the ground" California BlueConduit —we recently assisted We have reviewed your in LCRI working with partners,other consultants, and proposed RFP/contract terms clients across the US, and will bring industry best practices Vail's Heavenly and Northstar resorts and other municipalities knowledge to this project. Our exclusive teaming partner, in California (Irvine Ranch, Lompoc,Santa Cruz, Scott's and believe that should we be g p g p Valley,Thousand Oaks,Teviston) with the development selected for this assignment, BlueConduit brings extensive data management and g service line inventory experience in well-known industry and submission of their initial LSL inventories. Additionally, we will be able to conclude a case studies and implementation programs to address BlueConduit has been proactively engaged with DDW to present mutually satisfactory contract elevated lead levels in drinking water including Flint, MI; their methodology and approach as it relates to the application with you. Toledo, OR Detroit, MI, and Thousand Oaks, CA. Stantec of statistical methods and predictive modeling for LSL inventory and BlueConduit have completed and submitted over 250 material classification. inventories for clients across the US; our teams understand Stantec 1 Our team also brings great value to the District by providing experts who have Sampling Plan Update Support. By the start of the first lead and copper tap worked on LCRR/LCRI components that are not detailed in the original Scope of monitoring period under the LCRI (2028), all water systems must submit an Work. We are able to provide the following Value-Added services for South updated sampling plan to their State. Stantec can assist the District with their Tahoe Public Utilities District to ensure the most efficient and effective project new 5-tiered sampling plan and compliance as needed. delivery: Alongside our subconsultant BlueConduit, our team of local and national experts • Funding Support. For 30+years,Stantec has partnered with our clients to understands precisely what needs to be done for the scope of services outlined in successfully apply for grants and loans, and helped our clients secure over this RFP. We are committed to helping the District meet its water quality $8 billion in funding. From concept to construction,Stantec provides an objectives and are excited about the prospect of supporting this vital effort. integrated team of resources at your fingertips—not only grant writers, but We are confident that as you read our proposal,you will recognize the unique over 250 funding experts. Funding specialists, in coordination with the District project team, are poised to share their funding knowledge and experience aspects of our team, our commitment to the District,the City of South Lake Tahoe to assist the District in developing a strategic approach to financing.This and its surrounding communities, and our willingness to partner with you to can include constructing a comprehensive application as well as ongoing undertake the challenges of your Water Service Line Inventory. support through application reviews,due diligence, closing,and beyond. As proud residents of the Lake Tahoe area,we are eager to begin! Our North America Funding Program team has helped numerous California water,wastewater, and stormwater utilities develop funding strategies for Stantec Consulting Services Inc. critical infrastructure projects. Recent clients include Santa Clara Valley Water District,Amador Water Authority, Los Angeles Bureau of Sanitation, City of Santa Monica, City of Merced, El Dorado Water Agency, and Palmdale Water District. A"10� • Public Outreach Support. In conjunction with the District,the Stantec team Stephen Peck Melanie Greene, AICP, CPESC, QDS/P can provide input and assistance to guide the strategy for delivering public Senior Prinicpal Engineer• Senior Environmental Planner outreach and education to customers. The Stantec team has experience Prinicpal-in-Charge Project Manager using social media and digital media to inform the public about the purposes of the water service line inventory project and its many benefits with clients D: (775) 339-3321 D: (775) 339-3328 across the nation. Stantec team members have USFS certifications in M: (775) 339-3321 M: (775) 781-7728 • facilitation and local experience in the Lake Tahoe area facilitating public Stephen.Peck@stantec.com • Melarie.Greene@stantec.com meetings,design charrettes, and presentations to governing boards. • Schools and Childcares Planning Support. By the LCRI compliance date of .•• November 1, 2027 all community water systems must submit a list of the 1 631 schools and licensed child care facilities they serve or provide certification that they do not serve any to the California DDW and begin testing by 2028. Stantec Stantec has nationwide experience assisting clients with school board coordi- professionals in nation efforts ahead of the 2028 sampling requirements. California #1 #2 #4 • Top 10 International Design Firms by Market Top 10 International Design Firms by Market Top 50 Design Firms in •• ;� -Sewer/Waste -Water Environment-Water Supply • ENR September 2024 ENR September 2024 ENR July 2024 • Stantec 2 Firm Experience engineering challenges because of our reputation for integrity, responsiveness, and innovation. Our staff are highly regarded and respected throughout private Established in 1954, Stantec is comprised of more than 32,000 employees working in and public sectors for their technical expertise, science-based approach,and over 400 locations across six continents. We collaborate across disciplines and ability to provide sustainable solutions. We are prepared to meet all of the industries to bring buildings,energy and resource,environmental, water, and District's needs associated with the current scope of work with "no learning infrastructure projects to life. We have along-term commitment to the people and curve"and to provide seamless and efficient operations immediately upon notice places we serve. Communities are fundamental. Stantec has been supporting clients to proceed. Our team is able to leverage previously produced templates, reports, in their efforts to remove lead from their drinking water systems for several decades. and coordination efforts with DDW to ensure that this project is consistently With the enactment of the Lead and Copper Rule Revisions (LCRR) requirements in managed in aclient-focused manner for the highest quality services. mid-December 2021 and Lead and Copper Rule Improvements (LCRI) in October 2024) we have been actively engaged in the preparation of lead service line (LSL) inventories, project Descriptions LSL replacement (LSLR) plans,tap sampling plans, public communications plans, and testing approaches for schools/childcare facilities, and all other LCRR/LCRI SAFER PROGRAM - TEVISTON LEAD CSD ADMINISTRATOR AND LSL compliance components. INVENTORY OVERSIGHT Stantec serves multiple communities in the State of California as Administrators As demonstrated by our LCRR/LCRI Experience Map on page 5 and subsequent within the Safe and Affordable Funding for Equity and Resilience (SAFER) project descriptions in this RFP response,the Stantec team is well versed in reviewing Program, a multi-billion-dollar effort to support achievement of the human right water system records, utilizing predictive modeling to estimate the number of homes to water the state. In this role,Stantec can be appointed by California to manage with lead/galvanized service lines to replace, and conducting field inspections to a failing drinking water system for a period of several years during which Stantec further validate service line materials. Stantec also has a group of 250 dedicated works directly with the community served by the system, its existing staff and funding specialists that have assisted worked with clients, both large and small,to leaders, and with State Water Resources Control Board staff to identify and successfully apply for grants and loans,to support projects like this. The Stantec team overcome challenges facing the system. In particular,the Administrator role is very familiar with the applicable LCRR/LCRI involves helping the water system to identify and implement key capital projects Federal and State rules, laws and regulations "it like Stantec can to address drinking water supply and quality challenges; building staff capacity across the US. We proactively engage with produce a person for everything to comply with regulatory requirements and effectively manage their water decision makers at the state level since these I ask. That's really cool. system;engaging with the community to understand concerns and priorities. As agencies are charged with administering the a part of this work,the Stantec team has overseen water systems' LSL inventory regulations and receiving the LSL inventories, Jordan Hillman, Chief Data Officer, g g JXN Water development and broader compliance with the LCRR and LCRI requirements. In work plans, replacement plans,etc. particular, for Teviston Community Services District (TCSD) in Tulare County,the While Stantec has an international "footprint",we are well established in California, and Stantec team oversaw lead service line inventory field work conducted by a in particular in South Lake Tahoe and throughout the Sierra Nevada. We have contractor to TCSD, developed an ArcGIS Online mapping tool to which the maintained a presence in California since 1986 and in South Lake Tahoe since 1993. contractor uploaded field data, provided QA/QC of the data, submitted the Our offices in Sacramento, South Lake Tahoe and Reno offer experience and expertise inventory to DDW, and supported TCSD in notifying customers of unknowns and in, galvanized requiring replacement service lines. Stantec is also overseeing Clients turn to Stantec for assistance in navigating complex environmental and state-assigned Technical Assistance Provider initial lead service line inventory • Recreation resource planning Environmental planning and resource development for Lake Morena Views Mutual Water Company in San Diego • Land use and community planning management County and Allensworth Community Services District in Tulare County. • Public outreach and engagement Wetland permitting/restoration design JACKSON, MS —JXN WATER • Civil and public works engineering Water resources planning Project Reference: James Garrett, PE,Senior Water Resource Control Engineer • Geographic information systems (GIS) Water supply and reuse development Technical Assistance/Administrators Section-SWRCB integration Tahoe Regional Planning (TRPA) M:(916)445-4218;E:James.Garrett@waterboards.ca.gov Project Dates: 2023-Present Stantec 3 Stantec is currently acting as an extension of JXN NORTH PORT, FL TOHO WATER AUTHORITY, FL V Water's staff in order to The City of North Port, FL Stantec and BlueConduit recently teamed to work with restore reliable drinking selected the Stantec- Toho Water Authority personnel and assist them with water service to the BlueConduit team to assist submission of an initial LSL Inventory for the Toho residents of Jackson, MS. them with LCRR compliance. service area that consists of over 170,000 service lines. As part of the process of Because the project received Stantec coordinated with Florida Department of digitizing 20,000 historical NTP in May 2024,the team Environmental Protection and assisted Toho in records and building out a performed an expedited field successfully submitting a Drinking Water State Revolving GIS system from scratch, program to inspect service Fund application for Toho's Lead and Copper Compliance the team documented lines inside the meter boxes Program to assist the utility with costs incurred in the service line materials as they were encountered on through three rounds of field preparation and investigation of the LSL inventory. Based record drawings. In order to meet LCRR initial inventory inspections at approximately 420 private side and 470 on review of historical records a statistical sampling compliance, Stantec managed contractors through an public side locations. Prior to the commencement of field the service line inventory unknowns, BlueConduit of ti aggressive potholing program consisting of over 400 work, Stantec engineers reviewed numerous as-builts, prepared a statistical analysis of the system confirm residential addresses and the 55 Jackson Public Schools. available state and local ordinances, and other the likelihood ti lead given that no evidence of lead An ongoing meter replacement program also provided documentation that could assist with inventory service lines has been found the historical records or targeted information to aid in inventory development. The development. Of the initial 27,000 service lines,4,000 through the field investigations. team also built implemented a new work order system, remained unknown after the initial data and desktop Cartegraph,that is capturing data from multiple review process. contractors performing repair and replacement work Stantec supported North Port's communications staff throughout Jackson on a daily basis. with developing homeowner mailers that provided Stantec has been working with BlueConduit to input the notification to the customers that employees would be field data from all ongoing work in Jackson into a inspecting the meter box,taking photos with a tablet, and predictive model to assist with LSL inventory confirming the water service line material. Using Esri's development. The initial inventory was hosted LSL Inventory Solution and Field Maps, all data was in Esri's AcrGIS LSL Solution and hosted on JXN Water's captured in the field,transmitted, QA/QC'd, and stored. website prior to Stantec coordinated with North Port management and Our communications subcontractor worked closely with the October "Stantec is out- produced an SOP for instances where they may be a lead Toho's public outreach team to successfully provide line. Operations crews followed up by potholing and 16th, 2024 performing...I am feeling really public education and outreach assistance through the LCRR deadline. good about where we are going. confirming the material. In the end, none of the field development of informational flyers and comprehensive Our team is inspections proved to be lead, and therefore, utilizing web content. Ted Henefin,PE,Manager,JXV Water glueConduit's statistical modeling methods, North Port also Stantec continues to assist Toho with further coordinating was able to claim lead-free. The final Stantec and BlueConduit reports were submitted to and accepted by development of their service line inventory,working with contractors to replace lead service lines as they are towards the goals outlined in the LCRI for submission encountered and updating the inventory to reflect those the Florida Department of Health. prior to November 2027. replacements. Project Reference: Missy McConnell, Project Manager- Utilities Project Reference: Nina Cudahy, Environmental Compliance Manager Project Reference: Ted Henifin, Interim Third-Party Mgr. M:(941)740-7971; M:(757)274 7904 M: 689 E:mmcconnell@northportfl.gov ( )312-3104; E.ted@jxnwater.com Project Dates: May 2024— Present E. ncudahy@tohowater.com Project Dates: November 2023-present Project Dates: August 2023-Present Stantec 4 LCRR/LCRI - Related Experience (Stantec and BlueConduit) ILLINOIS Several Small Systems (anonymized) KANSAS State of Kansas MICHIGAN MICHIGAN (statewide technical Marshall Benton Harbor assistance contract) Wayne Detroit MINNESOTA(7) Flint WYOMING Minnesota Department INDIANA Waterford Grand Teton Lodging Co. of Health Goshen WASHINGTON WASHINGTON IOWA South Bend Mercer Island Stevens Pass Des Moines OHIO OHIO OHIO Hamilton Westerville Cleveland Toledo Columbus Licking County Perrysburg MONTANA ' State of Montana (statewide technical • assistance contract) • MASSACHUSETTS MASSACHUSETTS Adams Billerica Fall River Several Small Systems Hamilton (anonymized) • Maynard CALIFORNIA PF f North Raynham Allensworth f Norwood Heavenly Saugus Lake Morena Views Northstar NEW YORK NEW YORK Teviston NYC DDC Buffalo CALIFORNIA Erie County Irvine Ranch NEW JERSEY Lompoc Fair Lawn Santa Cruz Mid-Atlantic Private Utility(anonymized) Scott's Valley , Trenton Thousand Oaks COLORADO Beaver Creek PENNSYLVANIA Englewood Lehigh County Authority Keystone Golf Philadelphia Red Sky Ranch Golf Pittsburgh Vail DISTRICT OF COLUMBIA TEXAS ALABAMA DC Water Addison Alabaster Water I VIRGINIA VIRGINIA Johnson City Decatur Utilitiles Lubbock Gadsden NORTH CAROLINA Purcellville Norfolk LOUISIANA Mobile Brunswick County Virginia Department of Petersburg New Orleans Cape Fear Military Affairs Richmond GEORGIA Atlanta Cary MISSISSIPPI Augusta SOUTH CAROLINA JXN Water Summerville Gulfport FLORIDA FLORIDA WEST VIRGINIA(2) Legend Notes: PUERTO RICO West Virginia Department 1 Lead service line LSL inventor development assistance will be provided North Port Tarpon Springs ( ) ( ) Y P p USA CE,Fort Buchanan of Environmental Protection ■ Stantec for 26 public water systems throughout the State of Minnesota. Toho Water Authority ■ BlueConduit (2)LSL inventory development work will be performed for 95 public water systems ■ Joint Stantec/BlueConduit venture in the northern half of the State of West Virginia. Stantec 5 Firm's Approach to Project Task 1. Data Review and Work Plan Development The Stantec-BlueConduit proven approach is generalized by the following steps: Review Available Water System Information 1. Develop a data management plan, preferably utilizing the Esri LSLI Solution for The Stantec team will identify and review the District's available data sources, which will require coordination across multiple departments. We will work with the the inventory source of truth. District's staff to review the sources detailed in Appendix A,Table 1 of the RFP. 2. Understand existing verified service line materials, historical records, and all Additional data sources that can support the development of the service line other information about service lines and addresses. inventory may include the following: 3. Support verifications of service line material for a representative set of service Building Permits/Code Enforcement Department (i.e., renovations and/or tear lines using Esri Field Maps and/or Survey123 data collection forms,easily downs that note service replacement) accessible with smart phones and tablets.This proven field capture approach Work Orders (i.e., meter replacements,service line repairs) has been successful for our clients nationwide. Planning Department Records • Construction Records (i.e., major water main repairs/ replacements that identify 4. Develop predictive model or statistical analysis: updated service line materials) a. If lead is discovered,then: Develop the predictive model, providing the Plumbing Permits/Codes (for replacement of services) estimated likelihood of lead service line by service line, and demonstrate Local Ordinances noting a ban on lead pipe (as applicable) that the predictive model performs well for the supply region. • Tax/Parcel Records (indicating the date a home/ business was constructed) b. If there is zero lead discovered,then: Provide valid statistical • Maps/Record Drawings documentation to demonstrate the absence of lead in the system, and The process of learning just how accurate a defend such claim. system's records are is a powerfully 5. Ensure transparency by submitting model and analysis results to DDW, informative piece of our data-drivenapproach. During this phase,our team's GIS explaining how results were utilized to inform the prioritization of properties and data experts will enrich the provided for service line investigation/replacement and/or to develop the inventory and inventory data with several additional classify material types. - information that we spatially join to the 6. Finalize inventory results and reporting documentation;develop service line inventory. replacement plan. Interviews with Staff Project Kickoff Meeting © Brendan O'Brien researching old During the records review for the inventory Following receipt of a notice to proceed (NTP), a kickoff meeting will be held with distribution system and service line development, interviews with District staff members of the Stantec team and District. This meetingwill introduce the Stantec records at the original 1914 J.H.Fewell Water Treatment Plant in Jackson Ms who may have knowledge or information that , . team and District staff involved, recap the scope of the project, define project can be used to provide direction and/or verify goals and expectations, identify data sources for the service line inventory,and records will be conducted. The Stantec team anticipates that these types of establish points of contact associated with specific District departments for interviews may be conducted with representatives from the following City access to any historical records that are not available online. departments (as applicable): Regular Status Meetings • City of South Lake Tahoe Development Services (Building Dept) Following the kickoff meeting, Stantec will hold bi-weekly status meetings for the • City of South Lake Tahoe Public Works (CIP, Engineering, Stormwater) first 8 months of the project, and monthly meetings thereafter. This schedule can . Water Utilities:Tahoe Keys Water Company; Lukins Brothers Water Company,- be modified based on District feedback or needs. An additional, separate GIS Edgewood Water Company; Douglas County GID kickoff meeting will also be held at the onset and workshops for certain project • Utility Companies: Liberty Utilities;Southwest Gas components will be held, as shown in our Project Schedule on page 14. • Vail Corporation/Heavenly Ski Resort • Tahoe Meadows HOA Stantec 6 • Tahoe Regional Planning Agency Solution Version 3.0 or higher,our team will organize and load available data as • El Dorado LAFCO (Local Agency Formation ommissions) & El Dorado County it relates to the required fields in DDW's Service Line Inventory Template. Tahoe Planning and Stormwater Our team understands that the District has uncovered no records indicating lead • Caltrans Region X (per US HWY 50 route from Echo Summit to Stateline) was ever used in construction of the system, however,our team will make sure Lead Service Line Inventory Development that all relevant records are analyzed so as to rule lead out, if never found in the As noted above,the District's Water Service Line Inventory project includes field as well. We will also review the information submitted by residents from initial data gathering and records review of all known inventory, and customer the community-wide material identification campaign. We have extensive public data. The very first step to building an accurate and comprehensive inventory identification campaign experience with a number of clients including Norwood, starts with data collection, records and system review. The first guiding MA, Maynard, MA, and Saugus, MA. principle in running any statistical analysis is to ensure that data is organized We will enrich the District's provided inventory data with several data sets that and consistent. This means ensuring all of the information collected related to a we spatiallyjoin to the inventory. Some information comes from National Regrid point of service is associated with that point of service (i.e., a home's specific Parcel Data,which gives us information such as the land value and number of water service line or address). rooms in a structure. We can also use this parcel data to supplement gaps in regard to year built. The Stantec team begins the process - by analyzing data that can be classified as service lines of"known" materials. �, and Replacements Field verifications This involves reviewing preliminary inventory data composed of verified ,. ... : � INVENTORY service line material records, building DEVELOPMENT �. codes, County ordinances about PROCESS banned service line materials, and f investigating other sources that p a rovide Y pp Q certainty about pipe materials in - system. This initial step provides a Data Gap Observations baseline for the inventory and helps set Data Collection and Service Line Material Compliance Reporting Lead Service Line and Recommended Preliminary Inventory Predictions and Maps Replacement Inspection List the strategy for reducing "unknowns" w„ E for locations where pipe material is not Coordination with Regulatory Agencies known with high degrees of certainty. DDW allows for the use of statistical methods and predictive modeling to Per DDW guidelines, any current •' facilitate identification of service line materials. BlueConduit has previously unknown service lines that service homes built after the CA lead ban of collaborated closely with DDW to receive approval of the methodology for other © Parcels in red display homes built pre-1986. California-based water system clients. Our team will commence engagement Parcels in gray display homes built January 1, 1986 may be classified as with the District by presenting a project work plan to DDW for approval, outlining 1986-present,which are categorized as non-lead. Our GIS team has already our methodology and how we rigorously assess our accuracy and reliability. Our Non-Lead per DDW guidelines. performed an analysis of the homes approach aligns with the plan requirements set forth in the DDW guidance built 1986 or later in the District's service area. The map above displays document and contributes to successfully achieving LCRR/LCRI compliance. 1986-present (21%)vs. pre-1986 (79%) homes/parcels. The Stantec-BlueConduit team will lead discussions between the District and Our team will enhance the District's initial inventory submitted to DDW in DDW to inform and educate on the proposed approach and address any October 2024, and begin the statistical analysis process. Verified Service Line questions or concerns that they may have to accept predictive modeling as a Material records and Historical Service Line Material records are absolutely method for South Tahoe's inventory development. essential to building the inventory. Using Esri's Lead Service Line Inventory Stantec 7 In addition to the project work plan that will be submitted to DDW at the onset of Resource Planning (ERR) Software. We will gather detailed specifications of the the project, at the end of the project engagement or prior to the next annual LSL software including supported data formats, integration protocols, and Application inventory submission deadline in October 2025,the team will prepare a Programming Interface (API) documentation. Stantec will also review the District's comprehensive report to be submitted to DDW for final review and approval which Esri capabilities (ArcGIS Enterprise,ArcGIS Online,ArcGIS Pro),and understand the will include include all components to satisfy DDW's requirements. spatial data management environment and practices. Work Plan Preparation The Stantec team will prepare both a draft and final Work Plan. As previously W (rd7h ZA QP Poo� � D D mentioned,we will coordinate with the regulatory agencies, as required. Stantec o�D� 0-- o — — D D Field Work& 24-Hour Notice School and has developed a number of service line inventory work plans for other clients such W LSL Inventory Data Compliance Corrosion Control Triggered Replacement LCRR Sampling Childcare as Saugus, MA and the USACE Fort Buchanan in Puerto Rico prior to engaging in C Location-based Unity&Report Boots on Ground Communications Sampling&Filters 1stand Sth Liter Facility Sampling field inspections programs. The Work Plan will define the sources of data reviewed, discuss initial data analysis, consolidation,and cleanup, and detail Step 3: Database Design and Development future steps to mitigate the number of unknowns. The Work Plan will detail the Stantec's approach to database development comprises of the following: schedule for identifying and verifying service line materials. Our team understands Identification of all data entities, such as water service lines,customer informa- that a "Compliance Order"from DDW is expected mid-year 2025, and will work tion, built date, service dates,etc., and determine the relationships between these with the District and DDW to fulfill compliance requirements. entities. Task 2. Database Development and Desktop Analysis Identify domains for each data entity. • Creation of an Entity-Relationship Diagram (ERD)to visually represent all the Develop and Populate SQL Database entities and their relationships. Prior to database population,Stantec will hold a GIS/Database workshop with the Design a relational database schema for Microsoft SQL Server that is compatible District to discuss the database development approach. The following general with ERR The schema will include normalized tables, relationships, primary and steps will take place to develop and populate the SQL Database. foreign keys, and data types, as identified in the ERD. Step 1: Data Review and Compiling Design schema for the Enterprise Geodatabase for Microsoft SQL Server that Stantec will conduct a thorough review of data sources identified in the Work plan supports spatial data and advanced GIS capabilities through ArcGIS Clients. and develop approaches to compiling data from disparate sources. Depending Enforce database/domain constraints to ensure data integrity. upon the source and existing data schema,the approach to data compilation may Step 4: Populating Database vary significantly. The team will transform the compiled data to match the database schema. The • PDFs: Custom Python scripts utilizing specialized libraries will be developed process may involve converting data types, normalizing values,transforming values to extract and clean data from unstructured sources like scanned documents to match the defined domains, etc. Stantec will then create staging tables to (Meter Sheets). temporarily hold, and clean the data, if necessary, before loading into the final • Existing Databases: SQL queries or Extract,Transform, Load (ETL)tools may be geodatabase. This will allow for additional data validation and cleaning. Stantec will used for extracting data from existing databases (Leadline Form, Meter Size). also create indexes on the final tables to enhance query performance. In If the existing structure allows tools like SQL Server Integration Services (SSIS) consultation with the District,Stantec will also develop a strategy to effectively could also be employed. handle photos in the database. Depending upon the District's requirements for • Excel: Data in Excel spreadsheet format will be extracted, cleaned and standard- performance, database size,and scalability,the photos could be stored directly in ized, using Power Query or Custom Python Script. the database or organized in a cloud directory and file path linked to the database. • Photos:Stantec will review photos for quality, remove duplicates, apply stan- dard file naming conventions, and organize in a logical directory structure. Desktop Analysis and Reporting Step 2: Data Integration Goals and Constraints After gathering and ingesting all data, a desktop analysis will be performed, using Stantec will then identify the Data integration goals for the District's Enterprise methods approved in the Work Plan to verify service materials. A data gap analysis report will be written and submitted to the District for review and comment prior to Stantec 8 finalizing and moving towards development of a field survey approach. A material at any given address will use information from previously verified service workshop will be held with the District after draft comments have been received. line materials to predict the materials at service lines of unknown material. The Although not required by regulation,the final gap analysis and desktop report can accepted best practice in statistics to be able to make these kinds of estimates is be submitted to regulators for review and approval. gathering verified service line material data at a representative random set of homes where the service line material is unknown. Statistically, only such a a representative set of verified service points will truly reflect the whole system. Stakeholders can C view dashboards Stratified Random LSL Program understand the Sampling- to Managerteam 7 — Program'sstatus In order to determine the appropriate number of field verifications that will be recommended,the following information will be considered and evaluated to present recommended stratified decade groupings to DDW: (1)total number of service lines in the system, (2)total number of unknown service line materials in the LSL PROGRAM - system, (3) DDW confidence level of 95%. We will also take into consideration:the Q Q d �IZ DATABASE R� f District's water system's unique characteristics, historical use of lead (as Program applicable)/lead risk, and other factors before calculating the recommended Contractors STPUD GIS � number of verifications. BlueConduit will then prepare a recommended stratified DATABASE random sampling approach aligned to DDW's recommendations for water systems © Program database integration schematic with greater than 10,000 service connections. Once the approach is approved by DDW, BlueConduit will generate the first targeted Task 3. Field Survey and Service Line Replacement Plan list of service lines for the water system to visually inspect and confirm the existing Development of Field Survey Approach service line material. Site selection within each decade bin will be representative of To immediately kick off Task 3,the team will coordinate and schedule a meeting the unknown population to mitigate data biases that may exist in already known with the District to have the initial field survey approach discussion. Following the data. This verified data will then be used in conjunction with any other confirmed meeting, Stantec will begin to develop the detailed approach for field survey. Our information to inform the statistical analysis. team has conducted this exact process on a number of occasions throughout the As previously described, subsequent field verifications will be recommended (up to country to date, so this process is not unfamiliar. Stantec will submit the draft four rounds) as needed to reach desired level of confidence and/or DDW minimum field approach to the District for review and comment. Following receipt of requirements. Based on best practices in statistics and sample size calculation,we comments,a workshop will be held to review, and finalize the field approach, estimate that a representative sample of somewhere between 500-900 of the discuss the necessary training for field staff, and review operator training on using system's service lines may require visual inspections to reconcile uncertainty. The Esri field capture tools (including Field Maps and Survey123). This approach has final count of recommended inspections will be based on the initial data analysis proven to be effective in multiple other municipalities such as Jackson, MS, and developed in collaboration with the District. Westerville, OR Teviston, CA, North Port, FL,Toho, FL, Gulfport, MS, Purcellville, Field Survey Support VA and many more. The approach will include instructions and protocols for field Stantec will optimize an Esri Field Map or S123 form to provide District crews a staff how to use the data collection software and how to perform field testing streamlined workflow for locating, capturing, and delivering pothole findings including scratch and magnet tests on the service lines. The approach will also efficiently. To ensure accuracy, we will embed quality assurance checks into our include up to four(4) rounds of 100-225 field samples, dependent on the initial field workflows minimizing potential errors. Additionally,Stantec will develop a inventory and DDW approvals. The field results from each round will be put into a tracking resource,such as a Dashboard or Experience Builder,to monitor progress predictive model to choose the addresses for the subsequent round of and communicate near-time results with relevant stakeholders. After data is inspections;this iterative process is done to maximize the model's results. submitted from the field, our team will utilize desktop verification which will allow Statistical Methods for a multi-discipline approach to quality control. Finally, we will load data into the Generating an estimate of the total number of lead service lines in a system or the inventory template using a combination of data loading tools and custom Python Stantec 9 scripts executed in ArcGIS Pro. The data will be passed into the SQL database at single service line,which is costly. Water systems and regulators alike recognize regular intervals to make certain expectations for data sharing and hosting are met. that 100% physical verification is not feasible from a time or cost perspective. This Our team will present the field work findings to the District every two weeks during is where the team's statistical analysis approach provides significant value and is the bi-weekly check in meetings. As necessary, Stantec can compile the data in any the most efficient, scientific alternative to putting eyes on every single pipe. This format necessary for submission to DDW. approach has also proven to be more effective than using historical records alone and is now further supported by the LCRI. If we have representative verification data Field Survey&Predictive Model Results that reveals zero lead, our team's data scientists take two inputs: • Upon completion of the field investigation effort,the team will combine the verified material results with other characteristics of those parcels (e.g., age of 1. The number of service lines in the representative sample that you inspected home, neighborhood, lot size, lot value,etc.)to calculate the probability of finding where you found no lead,and lead (or GRR) at locations with unknown materials on either or both the public and 2. The desired level of confidence (e.g. 95%) -and create the highest possible private sides of the service line. percentage of lead service lines you could reasonably expect to find in the water • If during data evaluation and representative field investigation, lead service lines system. and/or galvanized lines requiring replacement are found to be absent in the system,the"Statistical Method for Demonstrating Absence of Lead"as outlined The Stantec-BlueConduit team has undertaken this approach for a number of below will be employed to generate results. communities (i.e. Santa Cruz, CA; Irvine Ranch, CA;Toho, FL; North Port, FL), and as • If during data evaluation and representative field investigation, lead service lines a result have been able to claim Lead-Free. and/or galvanized lines requiring replacement are found to be present in the Ultimately,we can report that"We are 95%confident that there are fewer than X# system,the"Machine Learning Method" as outlined below will be employed to lead service lines on the public side of the system and fewer than X#lead service generate results. lines on the private side of the system."These resulting calculations can also guide LSL Potholing Progress . . community and utility action even when it is very likely that there is a very low Addresseslnocs,lyz,ed: ,° number of lead service lines in the system. These no-lead statistical results would Sites Investigated o 0 ° P° s support the water system's use of a non-lead material classification for all � Potholes Dug ° e remainingunknown service lines in its preliminary inventor with predictive 699 1 ,774 addreu:l5]EnnROnnILLE0R ° 0 P Y inventory, 1 7 74 M4..;IMIEEISEIPPl,392II o modeling/statistical analysis as the basis of classification. nspece°n oare_Jan°ary 2],R025 O Atldress:lOI CNRRWGE HILLS DR 0 c SSI O lAIXS°N,MISSIP%,39212 O ° ° ' I°a°adl°°°'4,Ja°"ary22,M5 °�° IF °° Machine Learning Method AEaress:206 MI URRIPGE HILLE DR, O Cb W O O,. JGCNS°N, SSISSIPPl,39212 O OA a2P °° o�®° If during data evaluation or representative field investigation, lead is found to be a,ON,MIS°�R 39212 R a � o e° 9 p 9 Phasel Progress Pipe Material Types Found <�,°N.MISSISSIPPL34212 a k present in the system, BlueConduit will use their machine learning platform to °Rettlas oae-Jaaary 25,zo25 O 006% R.°u "tt�DSS,SPP]5'3025 �°° . y generate the probability of having lead for each unknown service line in the i V 0.19% saam a° o0o R, M ° a� " .. distribution system.Address-level predictions will be provided for the private side of 110 too�� K.— 5=5 °°°,R= t �` the service line,the public side, and for the entire service line. s& Inapeeelan oare:Jenary 25,2025 O O O , M+I Gaba°I Pddress:152 CEOARWO M Q 8 I�s,.ean s<noal sR-. J ,SoN,MISSISS PL34212 O 1n 1.,J°°°°re25.2°25 These predictions can also be provided at different levels of detail as needed by the I© Example Dashboard of Inspection Results from Jackson,MS. water system: • System-Wide Level A service-wide estimate can be used to estimate the total Statistical Method for Demonstrating Absence of Lead number of lead service lines, develop annual capital and operating budgets, If the preliminary inventory data and representative field investigations reveal zero request funding and communicate this to customers. lead-(no lead service lines, no galvanized service lines requiring replacement)-the Neighborhood Level If there are indicated lead service lines, neighbor- remaining unknown service lines will have a very low probability of being lead. hood-by-neighborhood information is ideal for prioritizing resources across the The only way to absolutely prove with complete certainty there are no lead service service area. Additionally,this information can be used to develop a public health lines in a water system is to dig up and visually inspect every single length of every communication strategy and, potentially, a "Filter Distribution Program" Stantec 10 5. Strategy to prioritize LSRs r - �; - - t 6. Funding strategy to accommodate customers that are unable to pay for their portion •� '� :` " a,°..•� 9,968 7. Communications strategy to in customers and homeowners about the d�, �, �•° 64720 32.324 ..._ program 8. Identify laws and regulations that affects STPUD's ability to gain access to •• 121,093, conduct full replacements. z920 E41 )20 32.°z< 9. Strategy to determine lead-lined galvanized service, if they exist Final Plan Submissions `` Statistical Analysis Project Summary Report a At the end of the project or prior to the next LSLI submission, our team will prepare a Ilk .1�..• ...,, ` e�'�'�M comprehensive statistical analysis report which will be submitted to DDW for review and approval and will include: /.\ Example Dashboard of Entire Service Line Predictions using a Predictive Model V 1. How the analysis/model for the water system was performed,evaluated, and • Water main or block-level Shows the highest likelihood of lead service lines by assessed for reliability water main. The water system can coordinate service line replacement work with 2 The results of the investigation and analysis (i.e., likelihood of each property other planned infrastructure/asset management work to optimize spending and having lead or non-lead) reduce overall community disruption. As recommended by the EPA, we propose the process have an iterative approach. 3. Evidence demonstrating representative field investigation Our team will work with the District so that each time a service line material is 4. How the results were utilized to inform the prioritization of properties for service verified through its regular operations,that data will be automatically integrated into line investigation/replacement and/or to develop the inventory and classify material the model to refine the predictions accordingly. If lead is found during evaluation of types historic records or representative sampling, several iterations of the model will be Final Project Summary Report generated throughout the project before recommendations are made for material The LSLR Plan and Statistical Analysis classifications in the LSL inventory. Our team will continuously evaluate the y Identify legal custoStrategers0ab ut Strategy Project Summary Reports will be requirements/ customers about to inform performance of its statistical model with various metrics to ensure accuracy and watertariff LSLR plan and customers prior reviewed with District Staff at an agreement replacement program to full or partial reliability. provisions that LSLR in-person workshop. The Stantec team may impact Service Line Replacement Plan will present the project in its entirety, access for full service line Procedure to Our team has been working with utilities nationwide to begin service line review all reports, and have an open replacement conduclfuu replacement planning. If any lead or GRR is found during records review, desktop discussion with the present team analysis,or field investigations,then a lead service line replacement (LSLR) plan is members. Comments will be welcomed, Procedure for LSLR PLAN -__ ELEMENTS customers required to be submitted to DDW by the compliance deadline of November 1, 2027. and the Final Report will be compiled to flu shSLs!premise Fundingstralegy following the Final Plan Submission plumbing of LSLRsnducting The LSLR Plan will include all required components per the LCRI,which are as g follows: Workshop. particulate lead 1. Identify a strategy to identify materials Once the Final Report has been Establishment compStrateosition determine LSLR of LSLR goal composition of Lead priorilizalion 2. SOP for conducting full LSLR approved by the District,Stantec can rate(forTL Status Unknown SLs strategy exceedance) in LSL inventory 3. Communications for pre-and post-full or partial replacement support submission of all applicable 4. Develop procedures for flushing reports, survey materials,etc.to DDW to ensure South Tahoe Public Utilities District is in compliance with the Lead and Copper Rule Improvements. Stantec 11 Melanie Greene,AICP,CPESC,QDS/P Project' Team / Or anization Chart PROJECT MANAGER Zephyr Cove, NV Contact: Melanie.Greene@stantec.com • Melanie will be the District's main point of contact for all things project related. SOUTH TA1I00 , Over the past several years, Melanie has been involved with multiple STPUD projects and is deeply committed to the success and mission of the District's water service line inventory project. -�- Melanie has developed solid working relationships with several key District leaders and will be responsive and fo(/7l I als", efficient in engaging Stantec's deep bench of technical experts to address STPUD's specific needs. Julie Ryan, PE and District Engineering Department Steve Peck, PE,PMP,CPSWQ Parker Johnson, PE r o—. Key Team Member PRINCIPAL-IN-CHARGE I Zephyr Cove, NV DEPUTY PROJECT MANAGER Zephyr Cove, NV Contact: Stephen.Peck@stantec.com Contact: Parker.Johnson@stantec.com PRINCIPAL-IN-CHARGE PROJECT MANAGER TECHNICAL ADVISOR • Steve brings 30 years of experience in civil Parker will be working hand in hand with Melanie Steve Peck, PE, PIMP, CPSWQ o--. Melanie Greene,AICP, Brendan O'Brien, PE o-. and environmental engineering and offers to deliver and manage the project. CPESC, QDS/P o- extensive knowledge and experience on a As Deputy PM, Parker will help drive the team wide variety of project types. on all aspects including project planning, QUALITY ASSURANCE/ DEPUTY PROJECT GIS LEAD • As the Principal-in-Charge, he will oversee communication and coordination, monitoring the team's progress, and work with Melanie progress, resource management, meeting QUALITY CONTROL MANAGER Meredith Degner, LISP o-. and ensuring the team is mitigating risk and facilitation and document and reporting. Tori Klug, PE o-. Parker Johnson, PE o- staying on budget and schedule. TASK TASK 2 TASK Brendan O'Brien, PE Meredith Degner, GISP TECHNICAL ADVISOR I Tampa, FL - GIS LEAD Louisville, KY DESKTOP REVIEW DATABASE FIELD SURVEY Contact: Brendan.OBrien@stantec.com Contact: Meredith.Degner@stantec.com Mitchell Breedlove DEVELOPMENT and To Holton • Brendan serves as Stantec's national Lead • Meredith is a national expert in GIS solution DESKTOP ANALYSIS Mitchell Breedlove and Copper Rule Leader, providing LCRR/ development and deployment and has been a task WORKPLAN DEVELOPMENT LCRI technical guidance to staff and clients lead for several LSL inventory progams including Brian McRae, PE Manuel Perez, LISP SERVICE LINE nationwide. Jackson, MS,Westerville, OR and Fort Buchanan, Asmita Bhattarai REPLACEMENT PLAN As Technical Lead/Advisor on this project, Puerto Rico. Nicholas Bouthilette, PE Brendan will draw upon his experience and Meredith will lead the GIS team through deployment expertise working as the project/task manager of Esri solutions, including field apps, and the for ongoing LCRI inventory and replacement development of the compatible SQL database. PREDICTIVE MODELING / STATISTICAL ANALYSIS (BlueConduit team projects for communities large and small, provide best practice solutions to the program PROJECT DIRECTOR PROJECT MANAGER LEAD DATA SCIENTIST components. Roxcee Stacker Sheela Lal o-- Alice Berners-Lee, PhD Tori Klug, PE Sheela Lai QUALITY ASSURANCE/QUALITY CONTROL PREDICITVE MODELING PROJECT MANAGER 1 VALUE-ADDED SERVICES Pasadena, CA ( Ferndale, MI FUNDING SUPPORT PUBLIC OUTREACH SCHOOLS and CHILDCARE LEAD and COPPER Contact: Tori.Klug@stantec.com Contact: sheeia@blueconduit.com Amy Broughton Patricia Sussman,AICP SAMPLING PLAN SAMPLING PLAN Tori is a multifaceted environmental engineer Sheela will lead the successful delivery of statistical Taylor Valencia, PE Taylor Valencia, PE with experience in water system planning, analysis/ predictive modeling for the BlueConduit management, and governance;drinking water team. and potable reuse treatment design;conveyance She will draw upon her extensive inventory About Our Teaming Partner design & lead inventory projects. experience working with clients of all sizes including • As QA/QC Lead,Tori will leverage her experience New Orleans, LA,Santa Cruz, CA, and Des Moines, IA. BlueConduit is a water infrastructure analytics company specializing in predictive analytics in working with DDW on multiple compliance Has worked with 40ish clients, provided over 70 for lead service line identification and replacement. BlueConduit leverages advanced data projects, including multiple inventory projects for inventories, and interfaced with nine state regulatory science, machine learning, and statistical methods to support municipalities and engineering the California SAFER program. bodies. partners in inventorying and replacing lead service lines efficiently. BlueConduit pioneered BlueConduit the predictive modeling approach for lead service line identification back in 2016 during the Flint, MI crisis. Stantec 12 Initial Estimate of Hours Table HOURS ESTIMATE - Consulting Services for Water Service Line Inventory �� a �i ac�� wXQ ��� Qc� Q� �Q�yd �Go °i`° �•°� QY g°c Q�° ��� Peck,Stephen Klug,Tori Greene,Melanie Johnson,Parker O'Brien,Brendan McRae,Brian Bouthilette,Nick Breedlove, Degner,Meredith Perez,Manuel Bhattarai,Asmita Holton,Tom Antal,Anastasia Mitchell 8.00 10.00 340.00 290.00 182.00 1 126.00 7.00 192.00 204.00 2000. 120.00 160.00 8.00 1.00 0.00 1,667.00 1,667.00 ode Task Name Hours CWIBSodeAM & I 1 Project Management 468.00 1.1 1 Project Management and Team Coordination 1 2.00 1 144.00 20.00 20.00 1 20.00 1 1 1 1 1 8.00 1 214.00 1.2 1 Meetings 2.00 1 72.00 72.00 36.00 1 36.00 1 1 36.00 1 1 1 254.00 2 Data Review and Work Plan Development 327.00 2.1 Review Available Water System Information 40.00 16.00 120.00 20.00 196.00 2.2 Interviews with District Staff 24.00 24.00 16.00 64.00 2.3 Coordination with Regulatory Agencies 4.00 16.00 4.00 24.00 2.4 Work Plan Preparation 1.00 2.00 2.00 4.00 8.00 8.00 2.00 16.00 43.00 3 Database Development and Desktop Analysis 179.00 3.1 1 Develop and Populate SQL Database 40.00 1 20.00 1 40.00 1 1 1 100.00 3.2 1 Desktop Analysis and Reporting 1 1.00 2.00 2.00 4.00 8.00 1 8.00 1 2.00 1 16.00 1 16.00 1 1 20.00 1 1 1 79.00 4 Field Survey and Service Line Replacement Plan 453.00 4.1 Development of Field Survey Approach 1.00 16.00 8.00 4.00 16.00 45.00 4.2 Predictive Modeling 4.00 8.00 16.00 1.00 28.00 4.3 Field Survey Support 40.00 40.00 40.00 40.00 160.00 320.00 4.4 Service Line Replacement Plan 2.00 2.00 4.00 8.00 8.00 2.00 24.00 50.00 4.5 Results and Final Plan Submissions 1.00 2.00 2.00 2.00 2.00 1.00 10.00 5 Long-term Support(20 months) 60.00 60.00 40.00 40.00 40.00 240.00 "BlueConduit's fee for this project is based on a fixed-fee vearly subscription cost.and not T&M. Stantec 13 STPUD Water Service Line Inventory Schedule APR 2025 1 MAY 2025 JUN 2025 1 JUL 2025 1 AUG 2025 SEP 2025 OCT 2025 NOV 2025 DEC 2025 JAN 2026 FEB 2026 MAR 2026 APR 2026 MAY 2026 JUN 2026 JUL 2026 SCHEDULE LEADERSHIP MEETINGS Project Kick-Off Meeting Bi-Weekly Meetings PROJECT PLANNING Task 1. Data Review and Workplan Development Review available water system information Interviews with District staff Lead Service Line Inventory development' o Coordination with regulatory agencies Workplan preparation ♦ o mm A, Task 2. Database Development and Desktop Analysis Develop and populate SQL database Desktop analysis and data gap report o PROJECT IMPLEMENTATION Task 3. Field Survey and Service Line Replacement Plan Development of field survey approach ♦ o A Support District implementation of field survey 2 ♦ ■ Develop Service Line Replacement Plans Predictive Modeling a odel a in e M del g I . . i I—---------- H I I H7. .7--4.+�17---------- _F L—L I I I This schedule shows work to be performed in 2025 and 2026, however Stantec will support the District in LCRI compliance through the compliance deadline of November 1 st, 2027. AUG 2026 SEP 2026 OCT 2026 NOV 2026 DEC 2026 * Kick-off meeting PROJECT IMPLEMENTATION * Meeting Task 3. Field Survey and Service Line Replacement Plan ♦ Workshop (work plan, database development,field approach,and replacement plan) Develop Service Line Replacement Plans o o Draft deliverable Predictive Modeling a �e ��rve o mg o Final deliverable o Draft inventory submission 0 Final inventory submission ■ Field staff identification and Esri tool training 1 Service line inventory development is an ongoing task from day 1 of the project through its completion. The Stantec-BlueConduit team will continuously pull in new information as it is received from field operations and as new information is discovered through record reviews. 2 The Stantec team will support District field inspection operations throughout the duration of this project. This includes training staff on the use of field data capture devices, navigating the application, and identifying tye material of service lines. Support will also include on-call personnel available for troubleshooting as well as desktop review of all submitted data points. 3 Development of the service line replacement plan will begin when all field work necessary to meet DDW requirements is completed. BlueConduit's final model will deliver the inventory results. The replacement plan and its components will be a collaborative effort between Stantec and the District. A number of meetings may be necessary to agree on next steps before submitting to DDW for approval prior to November 1, 2027. 4 The predictive modeling/statistical analysis approach takes place over the duration of the project. Stantec will work with BlueConduit to ingest data from the initial desktop inventory review. At the commencement of Task 2, BlueConduit's model will select a representative sample of addresses for field inspection. This process is iterative and is anticipated to happen over 4 rounds resulting somewhere between 500-900 inspections. DDW has unique inspection requirements, such that they require utilities to use the year built bins"of pre-lead ban data which includes 1) 1950-1985 and 2)pre-1950. Stantec 14 Documents for District The following is the List of Documents or Information the District will need to C. Geospatial Requests: provide so that the Stantec-BlueConduit team has sufficient information to a. Service Area Boundary complete the required scope of services within the proposed hours. We b. Water utility asset information (meters, pipe segments,etc.) understand that the District most likely does not have all documents listed, however in our extensive experience working with clieints across the US,these are c. Master meter locations, if known the types of documents that could assist in preparation of a comprehensive d. Authoritative parcel boundaries, building footprints, rights-of-way, service line inventory.. etc. DOCUMENTS & INFORMATION NEEDED FOR INVENTORY DEVELOPMENT: DOCUMENTS & INFORMATION FOR SQL DATABASE DESIGN: A. All available sources as outlined in Table 1 of RFP: a. Existing data standards and protocols that need to be adhered to a. Customer confirmation information (Examples: naming conventions,validation rules). b. TRPA database of new builds b. Necessary API documentation and access credentials for integrat- c. The work order system records water service laterals and/or meters ing with ArcGIS Online and the Enterprise Resource Planning (ERP) Software. d. Meter Sheets c. Access to necessary IT infrastructure particularly in relation to Mic- e. Meter project photos rosoft SQL Server, ERP and ArcGIS Online environments. f. Lab data for approximately 85 parcels that have been tested. d. Access to existing databases for data access. g. Meter size information h. Development Areas polygons i. Historic water company boundaries B. Additional sources: a. Building permits or code enforcement department records b. Planning department records c. Construction records (i.e., major water main repairs/ replacements that identify updated service line materials) d. Plumbing permits/codes for service replacements e. Local ordinances noting a ban on lead pipe as applicable f. Tax/Parcel records (indicating the date a home/business was con- structed) g. Sensitive population lists — schools and childcare facilities Stantec 15 ; Appendix A . _� . tt Resumes -t Ilk • - `3: t is Z. —A,t1: / ;may v-;��{`.i � `i`.i, a ' ,/. 'fit. .•�� 'X ® Stantec Melanie Greene AICP,CPESC,QSD/P Senior Environmental Planner/Scientist r ` 26 years of experience • Zephyr Cove, Nevada i Over the last two decades, Melanie has refined and expanded her skills developing partnerships and working on interdisciplinary project teams towards the successful EDUCATION completion of master planning and projects lead by federal, state, municipal and private MS,Watershed Science, industry clients for transportation, capital improvement, infrastructure construction and Colorado State University, Fort maintenance,watershed management and restoration, and land use planning projects. Collins, Colorado She contributes towards and often leads the efforts for permit acquisition, management, BS,Applied Biology, Georgia and compliance monitoring and reporting. Institute of Technology,Atlanta, Georgia Melanie specializes in development of comprehensive yet succinct narrative project descriptions and the quantification of potential impacts to jurisdictional waters of the US, waters of the State, and instream and riparian habitats and resultant compensatory CERTIFICATIONS & mitigation,when applicable. She peer-reviews and develops mitigation monitoring and TRAINING reporting programs,erosion and sediment control plans and Stormwater Pollution AICP,American Institute of Prevention Plans (SWPPPs),diversion plans and dewatering and discharge plans, Certified Planners/American manages field crews for compliance monitoring, and prepares final reports for project Planning Association close out. Melanie brings expertise as a water resource specialist and environmental (AICP/APA)#028732, Chicago, planner for the preparation of Tahoe Regional Planning Agency(TRPA), National IL, United States,2015 Environmental Policy Act(NEPA)and California Environmental Quality Act(CEQA) CPESC, Envirocert documentation and associated fieldwork,data collection, analysis, and mitigation International CPESC#6120, monitoring and reporting programs. Sacramento, CA, United States,2011 PROJECT EXPERIENCE QSD/QSP, State Water Resources Control ENVIRONMENTAL SCIENCES Board/CASQA QSD/QSP #22314, Sacramento, CA, Environmental Planning, Review and Clearance Projects I California and Nevada United States,2011 Planner and Scientist Occupational Safety and Health Melanie specializes in the preparation defensible,joint environmental documentation and Administration (OSHA)40-hour mitigation monitoring and reporting programs. She prepares CEQA-compliant initial HAZWOPPER, Sacramento, studies(IS), negative declarations(ND), mitigated negative declarations (MND), and CA, United States, 1999 environmental impact reports (EIR)with expertise in hydrology,water quality, New Surface Miner(Surface, groundwater, geology, soils, seismic, hazardous materials, and cumulative effects Coal, Meal, Nonmetal), Mine analyses. She also prepares NEPA documentation, including categorical exclusions and and Safety Administration , environmental assessments(EA)and environmental impact statements(EIS). Specific Phoenix,AZ, United States, Lake Tahoe regional projects, current and dating back to 2004, include: 2023 Confined Space Entry(CCR California Tahoe Conservancy, CA Section 5157(g),California South Tahoe Greenway Shared-Use Trail Project IS/MND/IEC and mitigation monitoring Health&Resue Trainers, and reporting program Sacramento,Ca, United States, 2023 City of South Lake Tahoe, CA Ski Run Center Storm Water Quality Monitoring and Report(Current); Tahoe Valley ABOUT MELANIE Greenbelt and Stormwater Improvement Project IS/MND/IEC, mitigation monitoring and Holds a black belt in Aikido and reporting program, and permit acquisition; Lake Tahoe Boulevard Shared-use Trail Project is preparing for her second IS/ND/IEC;Al Tahoe Safety and Mobility Project IS/ND/IEC black belt promotion in 2025 Love all water sports(liquid and Bureau of Reclamation frozen) Lake Tahoe Dam Rehabilitation Project(Current)permit acquisitions for geotechnical Enjoys mentoring junior investigations; Battle Creek Salmon and Steelhead Restoration Project permit acquisitions scientists on all things and Habitat Mitigation and Monitoring Program (HMMP)Update regulatory Has lived in Lake Tahoe for almost half her life denotes projects completed with other firms Douglas County Sewer Improvement District/STPUD, NV and CA Sanitary Sewer Intertie Project IS/ND/IEC, TRPA Linear Public Facility Project Permit, TRPA Soils Hydrologic Waiver, and Douglas County Site Improvement Permit acquisitions Edgewood Water Company, NV Potable Water Extension Project TRPA, NDOT, and Douglas County permit acquisition; Raw Water Intake Extension Project TRPA IEC and Nevada Division of State Lands, Douglas County, CWA Section 401 WQC, CWA Heavenly Mountain Resort, CA/NV Master Plan Development Ski Trail Widening and Run Hazard Reduction Project, NEPA EA; Epic Discovery Project EIS/EIS/EIR and mitigation monitoring and reporting program; Heavenly Mountain Resort Master Plan Amendment EIS/EIS/EIR and mitigation monitoring and reporting program North Tahoe Marina, Tahoe City, CA Marina Master Plan development(Current) South Tahoe Public Utility District, CA On-call Environmental Services and Engineering Services(Current); Cold Creek Waterline Replacement Project Alternatives Analysis (Current); Keller-Heavenly Water System Improvement Project IS/MND/IEC; Replacement Generator Project IS/ND/IEC;Water Meter Installation Project IS/ND/IEC; Headworks Replacement Project IS/MND/IEC, SWPPP Development, CWA Section 404 and CWA Section 401 WQC Permit Acquisition, Monitoring and Reporting;Angora Creek Pipeline Replacement Project IS/MND/IEC; Recycled Water Facilities Master Plan EIR; Recycled Water Facilities Master Plan Supplemental EIR; Recycled Water Facilities Master Plan CEQA Plus Documentation; Indian Creek Reservoir TMDL and Oxygenation System IS/ND Southwest Gas Corporation, CA CAFLAP SR 89 Gasline Replacement Project CWA 401 WQC permit acquisition, dewatering and discharge plan development, monitoring and reporting Staten Solar, CA South Tahoe Public Utility District's Solar Power Project(Current)QSD and QSP services Tahoe Keys Property Owner Association, CA Maintenance Dredging and Beach Replenishment Project permit acquisition, monitoring and reporting (California State Land Commission Lease, CDFW LSAA, CWA 401 WQC, CWA Section 404 Letter of Permission), construction management, and post-Project monitoring and reporting for metal toxicity Tahoe Regional Planning Agency, CA/NV 2019-2021 UV-C Light Aquatic Invasive Plant Control Pilots—Project Management assistance, monitoring and reporting under contract with Inventive Resources, Inc. (Current); South Tahoe Event Center EA; Luther Pass Pump Station EA; Bayview Well EA Tahoe Resource Conservation District, CA/NV Lake-Wide Control of Aquatic Invasive Species Project IS/MND/IEC and permit acquisition; 2017-2018 UV-C Light Aquatic Invasive Plant Control Pilot Project permit P-11isition, monitoring and reporting USDA Forest Service Lake Tahoe Basin Management Unit, CA/NV LTBMU Hydrologic Technician 1998-2000 1 LTBMU Forest Hydrologist 2000-2004 Washoe Tribe of NV and CA Hung A Lel Ti Walking Path EA(for BLM and BIA); Mayala Wata Restoration Project at Meeks Meadow IS/ND, Timber Waiver Category 6 Permitting, TRPA IEC and EIP project permit, CDFW watershed restoration grant application development, groundwater monitoring planning, and Elder Trail concept plan; NEPA environmental clearance for Department of Housing and Urban Development(HUD) Indian Community Block Grants. Stephen Peck PE,PMP,CPSWQ ® Stantec Senior Principal/Senior Consulting Engineer 30 years of experience • Zephyr Cove, Nevada Stephen brings 30 years of experience in civil and environmental engineering. He offers extensive knowledge and experience on capital improvement projects(CIPs), public EDUCATION works projects, and environmental improvement projects (EIPs). Stephen's diverse MS, Civil &Environmental project experience includes preliminary project planning, project/grant funding, Engineering, Rutgers preliminary design, environmental documentation,design, permitting, construction University, Newark, New Jersey documentation, construction bidding, construction management, resident engineering BS, Civil Engineering, Union and inspection, and closeout of construction projects. Stephen has worked on a wide College, Schenectady, New variety of project types, encompassing water quality improvement, erosion control, York watershed restoration, pedestrian/bike trail,stream/river/wetland/habitat restoration, water distribution systems,sanitary sewer collection systems, commercial development, roadway construction/reconstruction/resurfacing,stormwater/drainage, municipal CERTIFICATIONS & development, air quality, and other CIP, EIP and public works projects. TRAINING Project Management PROJECT EXPERIENCE Professional(PMP), 1622866, 2013 South Shore Water Supply Improvements I California I Principal Engineer Certified Professional in Storm Stephen is the principal engineer for replacement and upgrade of the existing water Water Quality(CPSWQ), No. supply and distribution system for the recreational facilities of the South Shore of the 878,2012 French Meadows Reservoir. Stantec was retained by the Placer County Water Agency CASQA Qualified QSD/QSP: as part of their FERC hydroelectric license condition implementation (water system Qualified SWPPP upgrade was a condition of the license). The project includes the development of a new Developer/Planner;#22715, water source (the existing horizontal well does not provide adequate or consistent California,2013 supply), new water storage(existing tank has insufficient capacity), and new distribution system to the recreation facilities(approximately 4,000 linear feet of water main). Stantec is responsible for the initial project planning, concept planning, engineering design, REGISTRATIONS permitting, construction bidding, and construction oversight of the project. Registered Civil Engineer Bijou Area Erosion Control Project I South Lake Tahoe, California I Project Manager #65113, State of California Registered Civil Engineer Stantec worked with the City of South Lake Tahoe over an 8-year period to develop a #16693, State of Nevada stormwater improvement, drainage, and flood control project for the Bijou area of the city. Professional Engineer#15197, The project area consists of a diverse watershed (1,200-acre watershed)with State of Hawaii undeveloped forest in the upper watershed, residential in the central portion, and a state highway and dense commercial development in the lower watershed,directly adjacent to Lake Tahoe. In order to control flooding (lower project commercial core area consists of a Federal Emergency Management Agency[FEMA]flood zone)and provide stormwater ABOUT STEVE treatment(required under total maximum daily load [TMDL], state, and regional Extensive Project&Program regulations),a complex flood control and "pump and treat"system was designed by Management Experience Stantec. Further,as part of the planning and implementation of the project, Stantec Over 2 decades of working assisted the city in developing a"regional"stormwater treatment system. The system experience in Lake Tahoe was design to"treat"all private and public stormwater runoff within the commercial core Strong team leader area, and a"cost share"was developed to assist in the formation of community facilities Effective communicator district(CFD). Tasks associated with the project included: development of an existing conditions analysis memorandum; development of a watershed hydraulic model; development and evaluation of project alternatives; development of a recommended alternative; 30%, 60%, 90%, and final construction documentation; environmental documentation; project permitting; bid support; Caltrans and Federal Highway Administration (FHWA)compliance/documentation; and construction oversight. *denotes projects completed with other firms Glorene and 8th Street Erosion Control Project I South Lake Tahoe, California I Project Manager Stephen was the project manager on this project to provide$2.8 million of erosion control and watershed restoration improvements. The project was a partnership between the City of South Lake Tahoe, TRPA, and CTC. It included source control measures, revegetation, curb and gutter, storm drain systems, channels and ditches on private lots, and pocket wetlands and micropool treatment on public lots. Stephen attained permits from the TRPA, Caltrans, State of California Water Resources Control Board, and the City of South Lake Tahoe Planning Department.Additionally,the project required the acquisition of 23 easements(temporary construction and drainage easements)in order to permit and construct the project. Stephen developed all easement acquisitions documentation, coordinated all subcontractors (e.g.,title companies, appraisers, land surveyors)assisting in development of documents, negotiated with land/property owners, and coordinated the close of escrow on all easements. Finally, Stephen was responsible for the construction contract bidding, award, and construction management oversight of the project. Sonoma Development Center, Mill Creek Water Diversion Repair I Glen Ellen, California, United States I Project Manager/Engineer of Record Stephen managed the engineering contract and all subconsultants throughout the planning, environmental analysis, permitting, and design of this project. The work consisted of repairing a water diversion structure in Mill Creek,which provides water supply for the Sonoma Development Center. During floods the diversion was inundated with sediment and debris from the extreme flows in the creek. Stantec was retained to assist the State Development Center(through the State of California, Department of General Services) in the planning, environmental, permitting, and design to restore the diversion prior to the onset of the following winter. In addition to managing the overall project, Stephen was lead designer for the improvements, along with coordinating the various aspects of the work. The project was on an extremely aggressive schedule, ^h ^^^ mat by tha taam in nrrlar to ractnra tha rlivarcinn nrinr to II-a following winter. City of South Lake Tahoe I South Lake Tahoe, California I Principal Civil Engineer 5tepnen was responsible for management, oversight, and delivery of all capital improvement projects performed and/or implemented by the City of South Lake Tahoe. On a project level, Stephen directed projects from initial concept through final construction.These projects involved pedestrian and bike trail improvements, transportation facilities, roadway improvements/overlays, building renovations/re-roofs, storm drainage improvements,watershed restoration, erosion control, and stream/river restoration. Stephen's project duties included project planning/concept design; preliminary cost estimating and scheduling; acquisition of funding; development of project basemaps; coordination with land surveyors; development of preliminary project plans; coordination with property owners within the project area; coordination with utility companies,funding agencies, and regulatory agencies; development of construction documents; acquisition of permits; bidding and awarding of construction contracts; construction inspection and oversight; and construction close-out documentation. Boroughs of Bloomingdale, Pompton Lakes, Ringwood,and Wanaque, New Jersey* Municipal Engineer/Assistant Municipal Engineer uuring Stepnen s tenure wim Kicnaru m. Alaimo Engineering Associates, he acted as both assistant borough engineer and borough engineer. For the boroughs of Bloomingdale, Pompton Lakes, Ringwood, and Wanaque,Alaimo was appointed the position of borough engineer on a yearly basis and were responsible for all of the engineering and public works construction within the boroughs. These boroughs were responsible for water distribution and sanitary sewer collection systems, in addition to standard town/county public works responsibilities. Stephen was one of two engineers responsible for all aspects of these efforts for these three boroughs. His responsibilities were varied and diverse, as with any issue (e.g., puddles to sanitary sewer failures)the borough engineer was requested to access, analyze, and recommend a solution to the borough council. These efforts included direct coordination with borough managers, borough clerks, borough staff, and borough councils, including attendance and presentations at all borough council meetings. *denotes projects completed with other firms Parker Johnson PE ® Stantec Senior Civil Engineer 11 years of experience • Zephyr Cove, Nevada Parker Johnson is an experienced senior civil engineer with an expertise in civil engineering project design, utility infrastructure design, utility infrastructure EDUCATION monitoring/reporting, erosion monitoring/reporting, river/wetland restoration, and BS, Civil Engineering, recreation rehabilitation. Parker has over 11 years of experience in the California State University, construction/engineering industry and has supported project teams on a wide variety of Sacramento, California public, private, and federal projects. In addition to working in the office or remotely, he is also accustomed to field efforts supporting associate environmental scientists, hydrologists, geomorphologists, and engineers. Parker supports the project team with CERTIFICATIONS & CAD design, site topographic surveying, plan set development, cost estimate TRAINING development, specifications development,erosion monitoring, stormwater sampling, CPR and First Aid, Reno, supporting geomorphic studies, GIS analysis, report development, and project Nevada,2023 management on various restoration engineering, environmental consulting, recreation rehabilitation, land development, and Federal Energy Regulatory Commission (FERC) license implementation and compliance projects. REGISTRATIONS Professional Engineer PROJECT EXPERIENCE #028616, State of Nevada ENVIRONMENTAL SCIENCES Utility Pipeline Crossing Assessment Project I South Lake Tahoe, California I Associate ABOUT PARKER Civil Engineer -South Lake Tahoe/Stateline In coordination with South Tahoe Public Utility District(District), Stantec Consulting local who cares deeply about Services Inc. developed and implemented a field assessment approach at potential sewer the community and and water stream—pipeline crossing locations identified by the District. Stantec assessed environment the condition of pipeline infrastructure and stream channel morphology by cataloging -Accustomed to collaborating existing conditions at each crossing location and assigning a risk rating based on site with and managing attributes and conditions that may affect the stability of the infrastructure. Stantec multidisciplinary teams of designed the assessment to provide a reconnaissance-level understanding of potential scientists, GIS analysts,and existing and future issues while minimizing extensive field assessment and survey engineers to complete complex measurement costs. Stantec reviewed pipeline as-built plans and compiled a Microsoft project tasks. Excel table summarizing site infrastructure attributes indicating key information relevant to -Avid outdoorsman who spends assessing the infrastructure condition, including, crossing identification, pipe type, stream his free time skiing, mountain name, as-built construction date, pipe diameter, pipe material, and as-built depth. Stantec biking,and kayaking with an then developed a prioritized list of crossing sites for the purposes of identifying and further Intimate knowledge of South evaluating critical infrastructure issues, monitoring at-risk sites, and planning future capital Lake Tahoe. improvement projects. Stantec assessed 203 potential crossings identified by the District -Nearly 10 years of restoration in the fall of 2021. Of these,the conditions of 178 crossings were assessed in the field, and utility design project while 25 were confirmed not to be stream crossings. Stantec also identified an additional experience within the Lake 48 crossing sites in the field or by desktop evaluation as new or potential crossing Tahoe Basin. locations to be assessed. Stantec recorded and tabulated assessment field data and scores in Microsoft Excel files and then consolidated these into an ArcGIS geodatabase file.With all assessment data in a geodatabase, information about each site can be sorted and queried geographically by any of a site's attributes or scores. Parker's responsibility on the project included desktop review of existing information,field assessment of all pipeline crossings, and GIS support. Tahoe Valley Stormwater and Greenbelt Improvements Project I South Lake Tahoe, California I Senior Staff Engineer Stantec is uuiie_iwy with the City of South Lake Tahoe on an environmental improvement project to improve stormwater quality and drainage, develop stormwater quality basins, create pedestrian access, improve recreation, and beautify the city in the Tahoe Valley area. Parker's responsibility on the project included traffic analysis, field verification of existing utilities, basemap development, storm drain design, concept plan development, cost estimate development, and 90% plan set development. *denotes projects completed with other firms Spooner Frontcountry Improvements Project I Douglas County, Nevada I Associate Civil Engineer Stantec recently completed working with the Nevada Division of State Parks to completely overhaul and upgrade the Spooner Frontcountry recreation area adjacent to Spooner Lake. Stantec's role on the project was to survey the project area and to provide a complete civil design package for the proposed improvements which include a new visitor center, several new pavilion buildings, new parking lots,stormwater quality basins, a new bike trail, new pedestrian trails to access the site and Spooner Lake, sewer system improvements, storm drain improvements, as well as other site amenities. Parker's responsibilities on the project included site topographic surveying, basemap development, cost estimate development,technical specifications development, 30%design development, 60%design development, 90% Phase I and Phase II design development, 100% Phase I and Phase II design development, and Phase I and Phase II construction support. Lake Tahoe Boulevard Class-Bicycle Trail Project I South Lake Tahoe, California I Senior Staff Engineer Stantec is currently working with the City of South Lake Tahoe on a project to provide safe, non-vehicular transportation in South Lake Tahoe between the commercial"Y"area and the High School. Parker's responsibility on the project included basemap development, alternatives development, topographic survey support, supporting permitting efforts, 90% plan set development, and cost estimate development. Eastwood Visitor Information Site Rehabilitation Project I Sierra National Forest, California Project Engineer �LOI i�ceniiy completed working with Southern California Edison (SCE)on a FERC license implementation project on Huntington Lake. The project included redesigning and upgrading an existing visitor information site, installing a waterline(from a different facility 0.5 mile away), stabilizing a 500' long section of steam bank, and creating accessible overlook areas. Parker's work on the project has included producing 90%design drawings, 100%design drawings,technical specification development, quantity takeoff, developing a cost estimate, and supporting construction efforts. Sunset Campground Upgrade Project I Eldorado National Forest, California I Staff Engineer As part of Sacramento Municipal Utility District's(SMUD) FERC license implementation and compliance, Stantec completed work to completely rehabilitate an existing 132-site campground on Union Valley Reservoir. Some highlights of the project include overlaying the existing roadway; constructing new roads and campsites; and installing storm drain facilities, a new water tank and water distribution system, a sanitary sewer system, bathrooms, and a shower building. Parker's responsibilities on the project have included research,60%design development, 95%design development, specifications development, and verifying material quantities/cost estimating. Heavenly Mitigation &Monitoring Project I South Lake Tahoe, California I Project Engineer Stantec is currently working with Vail and Heavenly Ski Resort on a project to ensure that all the requirements of their environmental program are being met. Of the many requirements, Stantec's main contribution to the project is monthly water quality sample collection from the ski area, analysis of the data, and completing the required reporting. Parker's responsibility on the project includes water quality sampling, data analysis and entry, stream condition inventory surveying, and report development. Kennedy Meadows Restoration Project I Pinecrest, California I Project Engineer Stantec is currently working with PG&E on a project to monitor and restore Keliet Reach that runs through Kennedy Meadows. Some of the project highlights include bank stabilization/restoration (by installing boulders, vegetation, and large woody features), erosion monitoring and report development. Parker's responsibility on the project includes topographic surveying, erosion monitoring, report development, and plan set development. *denotes projects completed with other firms Brendan O'Brien PE ® Stantec e' Project Manager and LCRR Leader 11 years of experience • Tampa, Florida Brendan is a Project Manager with Stantec out of the Tampa, Florida office. Brendan's EDUCATION experience is in delivering drinking water, stormwater, and wastewater planning, design, BS, Civil Engineering, and construction conveyance projects. In his previous role as Boston Water and Sewer University of Massachusetts, Commission's Deputy Director of Engineering, he led the Design Division and was Amherst, Massachusetts responsible for developing the yearly CIP. Brendan also serves as Stantec's Lead and MBA, University of Copper Rule Leader,where he provides technical assistance to internal staff and clients Massachusetts-Boston, and delivers service line inventory and lead replacement programs across the US. Boston, Massachusetts He is a registered Professional Engineer in Massachusetts and Florida and recently CERTIFICATIONS & finished his MBA at the University of Massachusetts Boston. He also serves as an active member of Florida Water Environment Association and the Florida Section of AWWA and TRAINING is also a member of AWWA's Lead-and-Copper Subcommittee. Drinking Water Operator Grade 4 License(OIT), United States, 2020 PROJECT EXPERIENCE Collection Systems Operator ASSET INVENTORY&MANAGEMENT Grade 4, Credential ID C- LCRR Lead Service Line(LSL) Inventory-Jackson, MS I JXN Water I City of Jackson, 6613, United States, 2020 MS 1 2023-2024 1 Project Manager OSHA-30 Certified, United States, 2020 tsrenaan is a--, :,— ,———er for JXN Water's lead service line inventory. The team is documenting service line materials as they are encountered on record drawings during the digitization process.The LCRR project also includes a potholing program of 400 REGISTRATIONS residential addresses and the 55 Jackson Public Schools. Brendan is leading the team in inventorying additional data from an ongoing meter replacement program, and an interim #5535Professional Engineer work order system that is capturing data from multiple contractors performing repair and Commonwealth of(first issued 2019), replacement work throughout Jackson. Ultimately all information will be hosted in Esri's Comm ArcGIS LSL Solution and hosted on JXN Water's website prior to the October 16th, 2024 Massachusetts LCRR deadline. LSL Inventory Assistance,Toho Water Authority, Florida I Toho Water Authority, Florida ABOUT BRENDAN Osceola, FL 12023-current I Task Leader Previous Deputy Director of Brendan is acting as the tasK leader for inventory development Tor the 1 ono water Engineering for the Boston Authority.The team is assisting Toho with preparation of an initial LSL inventory for their Water and Sewer service area, consisting of about 200,000 service lines. The Stantec team is also Commission performing field inspections at about 400-meter boxes to identify service line materials and Has assisted on development predictive modeling will be performed to assist with LSL inventory. Brendan is also acting and submission of over 40 as a technical advisor for the public education and outreach assistance team members. service line inventories LCRR Lead Service Line(LSL) Inventory-Maynard, MA I Maynard, MA 1 2023-2024 across 14 regulatory state Project Manager agencies Member of AWWA's Lead In Brendan acts as the Project Manager for Maynard's lead service line inventory project Water subcommittee where he manages the scope, budget, and delivery of the project. He is leading the team Published 3 LCRR/LCRI in record review and the use of MassDEP customer identification application. He also is articles in 2024 assisting Maynard with Public Relations notices and Facebook posts for community PnnnnPmi-M Hi irinn the LSL inventory project. North Raynham LCRR Lead Service Line(LSL) Inventory I Raynham, MA 12023-current Technical Advisor Brendan is serving as the technical advisor for NRWD's LSL inventory and replacement plan.The project consists of a records review and field inspection program of 1,400 service connections for the district. *denotes projects completed with other firms Saugus, MA LSL Inventory I Stantec I Saugus, MA 12023-present I Technical Advisor Brendan is currently serving as a technical advisor on the Saugus, IVIA LSL Inventory Phase II project. Brendan uses his LCRR expertise to review and QA/QC all client deliverables.As Stantec's LCRR lead, he is abreast of the regulatory requirements, and informs Stantec team members and the client of any potential future regulatory changes (i.e., Lead and Copper Rule Improvements)that may impact future operations surrounding LCRR compliance. Fort Buchanan Lead Service Line (LSL) Inventory and Update Service Line GIS Data Guaynabo, Puerto Rico I Technical Lead Multi-year project to support the Army and U.S.Air Force bases with Lead Service line inventories and lead service line replacement plans as required by the Lead and Copper Rule Revision and described in the EPA's Guidance for Developing and Maintaining a Service Line Inventory and the Air Force Safe Drinking Water Act Playbook. North Port, Florida Lead and Copper Rule Assessment& Predictive Modeling I North Port, FL I Project Manager Assessment u, iCad and copper lines in regard to the Lead and Copper Rule Revision requirements set forth by the State of Florida. City of Tarpon Springs LCRR Inventory I Tarpon Springs, FL I Technical Advisor Stantec is developing the service line inventory and replacement plan. Review records, perform field verifications, host information using Esri's LSL Solution. City of Perrysburg, OH Lead and Copper Rule Revisions- Inventory I Perrysburg, OH Technical Advisor Stantec's scope of services for finalizing the lead and copper inventory include: assessment of existing infrastructure and review of existing records, developing a GIS tracking system, and preparing the final inventory to be submitted to the EPA. *denotes projects completed with other firms Tori Klug PE,ENV SP ® Stantec Environmental Engineer `.. 11 years of experience Pasadena, California �7 i A '4 3 Tori is a multifaceted environmental engineer with experience in water system planning, EDUCATION management,and governance; drinking water and potable reuse treatment design; and MS, Environmental Sciences conveyance design. From engineering design to holistic support for water system and Engineering, University of sustainability, Tod focuses on helping communities harness their strengths and build North Carolina at Chapel Hill, partnerships with neighbors to work toward water resiliency and climate adaptation. Chapel Hill, North Carolina BS, Environmental PROJECT EXPERIENCE Engineering, Cornell University, Ithaca, New York WATER SYSTEM MANAGEMENT AND TECHNICAL ASSISTANCE California SAFER Administrator I California State Water Resources Control Board 1 2021- CERTIFICATIONS & present I Deputy Project Technical Lead TRAINING Tori leads Stantec's effort to serve multiple communities in the State of California as Technology of Participation Administrators within the Safe and Affordable Funding for Equity and Resilience(SAFER) (ToP)Facilitation Methods, Program, a multi-billion-dollar effort to support achievement of the human right to water Institute of Cultural Affairs, Los the state. In this role, Stantec can be appointed by California to accept full managerial Angeles, California, United responsibility for a failing drinking water system for a period of two to four years during States,2020 which Stantec works directly with the community served by the system, its existing staff ENV SP, Envision and leaders,and with State Water Resources Control Board staff to identify and overcome Sustainability Professional, challenges facing the system. Tori leads this interdisciplinary effort that includes Institute for Sustainable environmental and civil engineers, community water planners, public affairs specialists, Infrastructure,Washington, hydrogeologists, and other technical specialists.Tori's role is focused on translating District of Columbia, United between diverse disciplines and areas of expertise(including community members' States,2022 expertise about their communities)to identify and implement solutions to multifaceted drinking water challenges. In particular,the Administrator role involves helping the water system to identify and implement key capital projects to address drinking water supply and REGISTRATIONS quality challenges; building staff capacity to comply with regulatory requirements and Professional Engineer effectively manage their water system; engaging with the community to understand #C90697, State of California concerns and priorities; and identifying a path to long-term water system resilience.As a part of this Administrator work,Tori has overseen water systems' lead service line inventory development and broader compliance with Lead and Copper Rule Revisions ABOUT TORI (LCRR)an-' Lead and Copper Rule Improvements(LCRI)requirements. Works closely with water California SAFER Technical Assistance Provider I California State Water Resources system staff to cater Stantec Control Board 12022-present I Deputy Project Technical Lead support to unique needs Tori also leads Stantec's efforts as a Technical Assistance(TA) Provider within California's Navigates complicated SAFER Program. In this role, Stantec can be appointed to provide a wide range of regulatory compliance technical assistance capacity to small or at-risk water systems in disadvantaged requirements communities.As of January 2025, Stantec has received ten TA Provider assignments, Water quality and treatment primarily located in rural and underserved communities of California's Central Valley.Tori design experience allows coordinates across disciplines to allow the Stantec team to bring the depth and breadth of insight into potential solutions expertise necessary to be responsive to community needs and priorities.The State Water Resources Control Board has also turned to our team to help them develop new Effective communication about capacities related to drinking water disparities through TA assignments. One such effort is water quality and infrastructure developing point-of-use(POU)and point-of-entry(POE)water treatment pilot studies, to with community members fill key gaps related to POU/POE implementation where it is most needed to address drinking water contamination challenges. *denotes projects completed with other firms STRATEGIC CAPITAL PLANNING California Multi-Agency CIP Benchmarking Study I Cities of Sacramento, San Francisco, San Jose, Los Angeles, Long Beach,and San Diego I California I Staff Engineer, Data Analyst The California Multi-Agency CIP Benchmarking Study(Study) is a collaborative effort that involves the sharing of ideas and data between several of the largest cities in California. Each participating member contributes to the discussion of lessons learned out of their capital improvement program (CIP) implementation. The Study provides a forum for the agencies to share information among themselves via meetings that focus on current issues and a database that serves as both a repository of the agencies' projects and a tool for data analysis. Tori facilitates CIP-related capacity exchange between the cities and helps participants to tap into the Study's network to overcome challenges. Tori and the Stantec team also collect and analyze data on the clients' CIP project delivery,facilitate quarterly meetings, and generate an annual report summarizing results of the data WATER TREATMENT, REUSE,AND CORROSION CONTROL Evaluation of the Distribution System Implications of Source Water Change I Coachella Valley Water District(CVWD) I Coachella, California I Process Engineer CVWD is connecting two currently separate service areas of their distribution system. This will provide new sources of water to an existing service area and replace several aging wells. The District engaged Stantec to evaluate potential issues with corrosivity during the water supply transition. Tori supported a study to use Stantec-developed water quality tools and conceptual frameworks to evaluate indicators of corrosion. Tori analyzed water quality data; calculated corrosion indices for the current and the proposed water sources; and identified potential adverse impacts to the system and strategies for mitigating them. Tori and the Stantec team considered practical constraints of chemical conditioning and source water blending as corrosion mitigation strategies and held workshops with the District to identify the best strategies to reduce corrosion risk while minimizing changes to their existing treatment and distribution systems. Pure Water Program—Drinking Water System Impact Study I City of San Diego I San Diego, California I Process Engineer One alternative for San Diego's Pure Water program is near-direct potable reuse,where ultra-pure reuse water would be injected directly into the small reservoirs serving existing conventional drinking water plants and blended with the raw water that supplies these plants.Tori worked on a study of the implications of potable reuse for the treatment and distribution in the drinking water system. She analyzed data for a pipe loop study designed to assess potential impacts of Pure Water on corrosion and the mobilization of metal in the distribution systems. Hyperion 2035(now Pure Water LA)Program Management Support Services I Los Angeles, California I Process Engineer Tori supported Hyperion 2035 Program Management Support Services Task Directive 49, which consists of informing technical studies, enabling projects scoping, and preliminary concept planning to recycle 100%of the flow through the Hyperion Water Reclamation Plant by 2035. The project will include conversion of secondary treatment to membrane bioreactors, addition of an advanced water treatment train of ozone, biological activated carbon filters, reverse osmosis(RO), and UVAOP. Tori led a planning study focused on primary effluent equalization and conveyance and informed design of the intermediate rr n -tatinn renl-^-ment_ fine scream ii Ord nrim-flow enuali72tinn_ Progressive Design-Build Services for San Fernando Groundwater Basin Remediation Los Angeles Department of Water and Power I Los Angeles, California The Stantec-Kiewit team designed and built two groundwater treatment systems to remove contaminants including VOCs and 1,4-dioxane from Basin groundwater. This project's use of the Basin as this natural resource benefits and supports LADWP's goal of restoring flows to nearby pump stations. The groundwater treatment systems consist of granular activated carbon and ultraviolet advanced oxidation processes(UVAOP). Tori led the hydraulic design for the treatment systems and coordinated between process, civil, mechanical, and structural disciplines to make key hydraulic design decisions. *denotes projects completed with other firms Meredith Degner ® Stantec GIS Analyst 7 years of experience • Louisville, Kentucky Meredith is a GIS Analyst based in Louisville, Kentucky with an education centered EDUCATION around Geographic Information Systems (GIS)and environmental analysis. Her skillset BS, Geography, University of includes considerable knowledge of the Esri software suite and she specializes in the use Louisville, Louisville, Kentucky of ArcGIS online products such as Dashboards, Story Maps, Survey123, and Field Maps for solution development. Her work includes the creation of databases and solutions for CERTIFICATIONS & field and office data capture and management,dynamic data visualization and reporting, and figure creation for technical reports and project pursuit documents. Her project TRAINING experience includes lead service line inventory programs for small and large utilities,the Envision Sustainability Professional(ENV SP), Federal Emergency Management Agency(FEMA)flood lain mapping program, asset and Institute for Sustainability data management implementations, and custom field data solutions. Infrastructure, Louisville, Kentucky, United States,2022 PROJECT EXPERIENCE GIS Certificate Institute, GIS AND ASSET MANAGEMENT Certified Geographic Information Systems JXN Water MSA I JXN Water I Jackson, MS 12023-Present I Senior GIS Analyst Professional(GISP),2023 As part of a large interdisciplinary team, Meredith works to develop a geographic information system (GIS)for use in the city of Jackson, MS water municipality. The ABOUT MEREDITH creation of the geospatial dataset includes an Esri Utility Network implementation, a Lead Enjoys close relationships with Service Inventory, a large-scale meter verification program, and an considerable others and finds deep digitization effort.Additionally, Meredith supports field,design, and construction teams as satisfaction in working hard to they work to manage n,imProus projects across the city. achieve a goal. City of Gulfport MS—LCRR I City of Gulfport I Gulfport, MS 12023-Present I Senior GIS Seeks consensus and avoids Analyst conflict, preferring to find areas Meredith served as senior geospatial support for the development of the City of Gulfport's of agreement and cooperation. Lead Service Line inventory. She acted a conduit between Stantec's data team, Values structure and order and 120Water, and Blue Conduit as all parties worked to ensure accurate and streamlined thrives in environments where data capture and delivPry routines and processes are established. Westerville Water Service Line Inventory I City of Westerville I Westerville, OH 1 2023- Present I Senior GIS Analyst Recognizes and appreciates the unique qualities of each Served as GIS advisor to support team of geospatial analysts as they built Westerville's person,tailoring their approach water service line inventory. Role included technical support through automation, to fit individual needs and management of ArcGIS Online project delivery subscription, coordination with vendors strengths. such as Blue Conduit, and support for documentation and communication of workflows. ComEd and PECO Avian Protection and Management Services I Commonwealth Edison Company I Various Locations, US 12022-Present I Technical Support In support of ComEd and Pepco's Avian Incident Management Systems(AIMS)needs for improving data management of avian related incidents and retrogrades, Meredith supported the ongoing development of various geospatial applications as a system of action and a system of record for the avian incidents. The applications capture incidents through an ArcGIS Online solution including a web form and follow the incident through to resolution, including formal and real-time reporting via an automated email notifications and visualization through dynamic Dashboards. *denotes projects completed with other firms Tennessee Valley Authority Coal Combustion Residual (CCR) Facility Assessments GIS Inspection Solution I Tennessee Valley Authority I Tennessee 12022-Present I Technical Support Meredith supported the development of a CCR inspection management solution to support field teams in replacing inspection workflows traditionally completed on paper. The ArcGIS Online solution includes smart logic surveys, automatic email notifications, real-time reports and KPI dashboards for the engineering inspection managers overseeing numerous sites. FLOOD RISK MAPPING Iowa CTP Program Management I Iowa Department of Natural Resource(IDNR)CTP Iowa 12022-Present I Technical Support In coordination with the Iowa Department of Natural Resources, Meredith supports a geospatial solution that aids with the management an ongoing effort to map a state-wide 2D flood hazard dataset. Using ArcGIS Online systems Meredith designed and adapts a Dashboard that visualizes project completion for internal and external tracking purposes. Kentucky Division of Water(KDOW)and FEMA DFIRM Development I Kentucky,Various Locations 12019-Present I Technical Support Assist in the developmerIL U1 Mood Kisk Uatabases and associated mapping products. The process includes database creation utilizing ArcGIS products, cartographic outputs, floodplain delineation, and quality metadata production. Deliverables include FEMA regulatory datasets and community mapping products, both printed and virtual,for use in determining flood risk. ENVIRONMENTAL ASSESSMENT Puerto Rico Electric Power Authority(PREPA) I Puerto Rico 12021 1 Technical Support Provide support in delivering over 300 Phase 1 Environmental bite Assessments (EbA) and Transaction Screen reports to PREPA.As a GIS Analyst on the project Meredith supported report creation of each assessment and updated internal tracking systems to aid in keeping the project organized and on schedule. DAM AND LEVEE DESIGN &INSPECTIONS United States Army Corps of Engineers (USACE)Orange County,Texas Levee Design Orange County,TX 12020-Present I Technical Support As part of a large project team, Meredith has offered technical support for multiple stages of the on-going levee design in Orange County, Texas. Specific support includes data collection of public information during early phases of project development, leveraging ESRI web-maps to create internal tools for design discussions, data management and figure creation for technical reports for the USACE. *denotes projects completed with other firms Mitchell Breedlove ® Stantec Public Affairs Specialist 10 years of experience • Sacramento, California Mitchell is a Public Policy and Engagement Specialist with over 10 years of expertise in EDUCATION water resources management, including extensive experience in drinking water treatment BA, Sociology,Southern New and distribution.As a certified Drinking Water Treatment and Distribution Operator, he Hampshire University, brings a strong understanding of drinking water regulatory initiatives and compliance Manchester, New Hampshire requirements,ensuring projects align with state and federal standards. He has a proven ability to guide complex, multi-stakeholder processes, bringing together local agencies, CERTIFICATIONS & community representatives, and state organizations to address water management challenges. Mitchell works on water resource projects, leveraging his technical and TRAINING regulatory expertise to develop initiatives that enhance water sustainability while actively Water Distribution Operator engaging communities. Committed to fostering collaboration among diverse stakeholders, Grade 2, California State Water Mitchell ensures local voices are heard and incorporated into decision-making processes. Resources Control Board, Sacramento, California,2013 By blending his deep knowledge of water rights, groundwater protection, and drought Water Treatment Operator resiliency with community outreach, Mitchell creates solutions that meet regulatory Grade 2,California State standards while addressing the unique needs of the communities they serve. Passionate Water Resources Control about innovative water management solutions, he is dedicated to building impactful Board, Sacramento, partnerships that contribute to a sustainable water future. California,2014 PROJECT EXPERIENCE MEMBERSHIPS COMMUNITY OUTREACH AND PUBLIC PARTICIPATION Member, Groundwater Resources Association of Siskiyou County Groundwater Sustainability Facilitation and Outreach Support I California California Department of Water Resources Mitchell facilitates outreach support to the Siskiyou County Groundwater Sustainability Agency(GSA)in the Shasta Valley, Butte Valley, and Scott Valley subbasins for activities ABOUT MITCHELL related to SGMA implementation. His role includes facilitation of public meetings and Collaborates with stakeholders workshops and preparation of corresponding outreach materials. He assisted in the to advance sustainable water development of updated Communications and Engagement Plans in 2024. initiatives Facilitates complex discussions CLIMATE RISK ASSESSMENT AND VULNERABILITY ANALYSIS to align diverse interests County Drought Resilience Planning Technical Assistance Services I Department of Water Extensive experience in water treatment,water distribution Resources(DWR) and groundwater management The California Department of Water Resources (DWR)launched the County Drought Communicates technical Resilience Planning Direct Technical Assistance(DTA)Program to aid California counties solutions effectively with in facilitating drought and water shortage preparedness for state small water systems and communities domestic wells within their jurisdiction per requirements of Senate Bill (SB)552 of 2021. Mitchell assists in the formation and facilitation of County Drought Task Forces as guided by Water Code CA Water Code§ 10609.70 (2022)and the development of the County Drought Resilience Plan (DRP). Mitchell provides facilitation support, DRP development, strategic planning, partnership development, outreach materials development, information gathering, and qeneral project and contract management. STRATEGIC MANAGEMENT Safe and Affordable Funding for Equity and Resilience(SAFER) I California State Water Resources Control Board I California The Safe and Affordable Funding for Equity and Resilience(SAFER)program is California's effort to achieve the human right to water, legislated in 2012.The multi-year effort includes the investment of billions of dollars, prioritizing consolidation and building local and regional capacity for long-term sustainable drinking water for all Californians.As a licensed Drinking Water Treatment and Distribution Operator, Mitchell contributes to the Safe and Affordable Funding for Equity and Resilience(SAFER) program by leveraging *denotes projects completed with other firms his technical expertise and firsthand experience in water systems. His role involves providing professional insights to support the program's mission of delivering sustainable, safe, and reliable drinking water to all Californians. Mitchell serves as the point of contact for the operators at Allensworth Community Service District and Teviston Community Service District,fostering collaboration and ensuring the successful implementation of SAFER initiatives in these communities. He assists in mentoring new operators through the Self-Help Enterprises Operator Mentorship Program, sharing his knowledge and experience to help develop the next generation of skilled professionals. By evaluating, improving, and consolidating multiple water systems, Mitchell ensures compliance with state standards while building local and regional capacity for long-term resilience. His operational background enables him to address complex challenges and enhance the program's impact on underserved communities. GROUNDWATER Sustainable Groundwater Management Program* I California I Plan Manager Coordinated the planning and implementation efforts of the Big Valley Groundwater Sustainability Agency(BGSA), Big Valley Groundwater Sustainability Agency Advisory Committee(BVGSPAC), and BVGSA adopted DWR approved Big Valley Groundwater Sustainability Plan (BVGSP)as required by SGMA. Water Treatment&Distribution Operations" I Salinas, California) Operator As a Drinking Water Treatment and Distribution Operator for California Water Service, Mitchell was responsible for ensuring the delivery of high-quality, potable water to customers while maintaining compliance with state and federal regulations. His duties included operating and maintaining water treatment systems, monitoring water quality parameters, and performing routine sampling and analysis to meet stringent regulatory standards. Mitchell managed the distribution network, ensuring proper pressure,flow,and system reliability, and conducted preventive maintenance on pipelines,valves, pumps, and storage facilities. He also addressed system repairs, responded to customer concerns, and optimized treatment processes to enhance efficiency and sustainability. Additionally, Mitchell created subcontracts for essential services, managed fiscal accounts payable, and ensured accurate budgeting and timely payments for operational expenses. These responsibilities further demonstrate his ability to balance technical operations with administrative and financial oversight. This role honed Mitchell's technical expertise, problem-solving skills, and commitment to safeguarding public health through the provision of safe, reliable drinking water. *denotes projects completed with other firms Brian McRae PE, QSD/P ® Stantec Project Manager 30 years of experience • Reno, Nevada As a civil engineering consultant, Brian has been responsible for project planning; project design; managing environmental studies; preparation of reports; delivery of EDUCATION plans, specifications, and cost estimates; engineering studies; project bidding; BS, California Polytechnic construction management; resident engineering and inspection; and close out of University, San Luis Obispo, construction projects on a variety of projects in Nevada and California. He has a CA solid professional history of delivering such projects efficiently, meeting and exceeding the goals and expectations of public and private clients alike. Brian takes REGISTRATIONS pride in designing projects that achieve full functionality and performance while Registered Civil Engineer maintaining a subtle quality in aesthetic. These projects include multimodal #59100, State of California transportation projects; shared use paths and bike trail projects; recreation projects; Professional Engineer watershed-wide stormwater quality projects; stream, river, wetland, and habitat #014393, State of Nevada restoration; storm drain systems; sewer and water systems; erosion control systems; hydrologic and hydraulic modeling; and resort, multi-family housing, commercial, and CERTIFICATIONS residential site designs. Projects range in size and complexity from small, residential Qualified SWPPP best management practices (BMP) projects to large, multimillion-dollar erosion Developer/Practitioner control projects, resort community developments, and infrastructure rehabilitations. He was one of the early promoters of low impact development(LID) strategies for civil design and BMP improvements in the Lake Tahoe Basin. LID strategies ABOUT BRIAN emphasize natural processes for water quality improvements while blending these Over 30 years'experience as improvements with landscape and hardscape improvements to provide subtle, a Civil Engineer natural appearing designs that enhance the user experience and lowers overall Has worked on many projects lifecycle cost. in Nevada and California from project planning, delivery of PROJECT EXPERIENCE plans, and engineering WATER SYSTEM DESIGN AND INFRASTRUCTURE IMPROVEMENT PROJECTS inspections South Tahoe Public Utility District Utility Pipeline Crossing Assessment I South Lake Tahoe, Projects ranged in size and Nevada complexity from residential to multi-million dollar erosion Project Manager/Principal: Developed and implemented a field assessment approach at control potential sewer and water stream—pipeline crossing locations identified by the District. Early promoter of low impact Assessed the condition of pipeline infrastructure and stream channel morphology by development strategies(LID) cataloging existing conditions at each crossing location and assigning a risk rating based on site attributes and conditions that may affect the stability of the infrastructure. recorded and tabulated assessment field data and scores in Microsoft Excel files and then consolidated these into an ArcGIS geodatabase file. With all assessment data in a geodatabase, information about each site can be sorted and queried geographically by any of a site's attributes or scores. Round Hill GID Headquarters Water Tank I Round Hill, Nevada Hroject Manager/Principal in Charge: Hydraulic design and modeling of Round Hill water system to support the design of a 500,000 gallon welded steel water tank to support community and wildland fire flow requirements along with domestic supply requirements. Provided civil site, grading, utility, structural, and BMP design for the addition of this critical infrastructure. Coordinated surveying, geotechnical investigations, permitting, and construction oversight. Douglas County Montana Well Replacement I Genoa, Nevada Project Manager/Principal in Charge: Hydraulic design and modeling of Douglas County water system to support the design of a new 500 gpm municipal water well to support community fire flow requirements along with domestic supply requirements. Provided civil site, grading, utility, structural, and BMP design for the addition of this critical infrastructure. Coordinated surveying, geotechnical investigations, permitting, and construction oversight. *denotes projects completed with other firms Sierra Sunset Irrigation Well I Zephyr Cove, Nevada Project Manager/Principal in Charge: Hydraulic design and modeling to support the design of a new 150 gpm irrigation well for a private residence in Round Hill, Nevada. Provided civil site, grading, utility, structural, and BMP design for the addition of this well. Coordinated surveying, geotechnical investigations, permitting,and construction oversight. Gardnerville Ranchos Well 5 Replacement I Gardnerville, Nevada Project Manager/Engineer: Hydraulic design and modeling of Gardnerville Ranchos water system to support the design of a new 1,500 gpm municipal water well to support community fire flow requirements along with domestic supply requirements. Provided civil site, grading, utility, structural, and BMP design for the addition of this critical infrastructure. Coordinated surveying, geotechnical investigations, permitting, and construction oversight. Kingsbury GID Phase 1A Waterline Replacement Project I Stateline, Nevada Project Manager/Engineer: Hydraulic design and modeling of Kingsbury GID water system to support the design of 1.5 miles of new 10"domestic waterline to support community domestic supply requirements. Provided civil site, grading, utility, and BMP design for the addition of this critical infrastructure. Coordinated surveying,geotechnical investigations, permitting, and construction oversight. Lincoln Park Waterline Replacement Project I Glenbrook, Nevada Project Manager/Engineer: Hydraulic design and modeling of Douglas County water system to support the design of 2,500 feet of new 8"domestic waterline to support community domestic supply requirements. Provided civil site, grading, utility, and BMP design for the addition of this critical infrastructure. Coordinated surveying,geotechnical investigations, permitting, and Cnnstri irtinn nvprsinht Beale Air Force Base Waterline Replacement Project I Yuba City, California Project Manager/Engineer: Hydraulic design and modeling of Beale Air Force Base water system to support the design of 2.5 miles of new 12" and 16"domestic waterline to support community domestic supply requirements. Provided civil site, grading, utility, and BMP design for the addition of this critical infrastructure. Coordinated surveying,geotechnical investigations, permitting, and construction oversight. Beale Air Force Base 3 Million Gallon Water Tank Project I Yuba City, California Project Manager/Principal in Charge: Hydraulic design and modeling of Beale Air Force Base water system to support the design of a 3,000,000 gallon welded steel water tank to support community fire flow requirements along with domestic supply requirements. Provided civil site, grading, utility, structural, and BMP design for the addition of this critical infrastructure. Coordinated surveying, geotechnical investigations, permitting, and construction oversight. Nellis Air Force Base McCarren Blvd Waterline Replacement Project I Las Vegas, Nevada Project Manager/Engineer: Hydraulic design and modeling of Nellis Air Force Base water system to support the design of 3 miles of new 12"and 16"domestic waterline to support community domestic supply requirements. Provided civil site, grading, utility, and BMP design for the addition of this critical infrastructure. Coordinated surveying,geotechnical investigations, permitting, and construction oversight. Indian Hills GID Water System Modeling Incline Village GID Water System Modeling Town of Gardnerville Water System Modeling Town of Minden Water System Modeling In addition, Mr McRae has completed the design and implementation of dozens of new water supply, storage and distribution facilities throughout Northern Nevada and the Sierra Nevadas as part of recreation, residential and commercial developments. denotes projects completed with other firms Manuel Perez GISP ® Stantec GIS Manager 15 years of experience Naples, Florida Manny has 15 years of GIS experience providing technical project management and task delivery. His skills include geodatabase design and implementation, data conversion, EDUCATION manipulation, collection and maintenance, as well as technical writing and providing BS, Geography, University of technical specifications. Manuel is familiar with enterprise geodatabase platforms, South Florida,Tampa, Florida including GIS Servers and web map application support. He has a well-established track Associate of Arts, Edison record in leveraging these skills and experience for the purposes of asset population and State College, Ft. Myers, inventory by combining multiple data sources and technology to help clients build a Florida complete picture of their assets and how they interconnect. Manuel has a proven history helping utilities and agencies integrate and update GIS systems,with significant REGISTRATIONS experience in water resources management land use planning, and utility networks. Certified Geographic PROJECT EXPERIENCE Information Systems Professional (GISP)#67934, GIS AND INFORMATION MANAGEMENT GIS Certification Institute, 2015/06/24 JXN Water Utility Network Build and Deployment I JXN Water, LLC I Jackson, MS 12023 1 Task Manager and Project Technical Lead JXN Water, LLC hired Stantec to provide program management to help recover and ABOUT MANUEL sustain their operation after the initial water crisis of December 2022.As part of that effort Deep understanding of real Stantec launched an effort to build a from-scratch ArcGIS Utility Network to help power world data and database Stantec's hydraulic modelling, design and construction services as well as enable JXN design with both GIS and Water's field operations with GIS.As there was no existing GIS to work from, Manuel independent relational started and lead the effort to build a Utility Network from over 21,000 separate drawings databases as well as coordinate the dissemination of that data to over a dozen separate entities Works with the client and using the data for field operations, design, repair, CIP and modelling purposes. Manuel's project team to design and efforts resulted in the delivery of a UN to the client with over 1,400 miles of transmission implement a performant and distribution mains, 9,600 hydrants and 11,000+valves, and coordinated the effort of database solution that meets over 50+ Stantec GIS professionals to deliver 8 years'worth of work in 9 months. the needs of the project and ArcGIS Utility Network Pilot Implementation I Collier County Public Utilities I Naples, FL complies with the client's 2021-Present I Project Technical Lead technical environment and requirements Manuel provided technical leadership for a broad-spectrum pilot implementation of an ArcGIS Utility Network to test readiness in adopting the technology and fully comprehend its implications throughout the County's entire utility enterprise. This involved customizing and loading full asset packages for potable water,wastewater, irrigation, and raw water systems. Stantec collaborated directly with the County to examine their asset hierarchy, inventory, and definitions to compare against the standard Esri asset packages.Any discrepancies identified were captured in a plan to address conflicts for eventual load and publishing into the Utility Network. Manuel interfaced with the client's GIS, information technology, and asset management staff to facilitate discussions and workshops that addressed conflicts during the transitions. Leveraging his extensive GIS knowledge as it pertains to water and sewer utility applications, he also provided technical supervision and guidance for ArcGIS Enterprise components. City of Atlanta Smart Water I City of Atlanta I Atlanta, GA I GIS Enterprise Analyst and Technical Consultant Proviaea technical consulting support for the City of Atlanta s 6mart Water project, intended to replace a propriety sewer watershed monitoring system with commercial off the shelf(COTS) ESRI ArcGIS software. Setup and configured installations of ArcGIS Server,ArcSDE, Geodata/feature/map services on the clients Azure GovCloud environment. Providing performance-tuning and troubleshooting of scheduled data transfer processes and jobs, as well as providing automation for some of the client's daily data migration tasks to the new system.Work involved working in secured environments on the Microsoft Azure Government Cloud, setting up and deploying ArcGIS for Server, SQL Databases, publishing and configuring map services and geodata services. *denotes projects completed with other firms Enterprise GIS Upgrade I City of Tamarac I Tamarac, Florida 1 2019-2020 1 Project Implementor Manuel spearheaded an upgrade of the City's GIS environment to support a new ArcGIS Enterprise-based asset management system (Lucity)to accommodate increased loads and criticality. He researched, designed, and implemented the brand-new ArcGIS Enterprise Implementation at 10.7.1 to replace an existing implementation at 10.4.1. Working with information technology and GIS staff, Manuel led mapping of the existing implementation, services, business processes, and use cases and then designed a four- server solution leveraging the latest security features. He provided a publishing plan, linked a new enterprise geodatabase as the asset repository,and oversaw implementation including development of a cutover plan designed to minimize downtime and limit impacts to internal and external users. Missing Sewer Lateral Identification and CCTV Data Conversion I Collier County Board of County Commissioners I Collier County, FL 1 2019-2020 1 Project Manager and Technical Lead Manny developed and designed a process to identify platted lots throughout the client's service area that were entitled to a service connection but did not have one built when the lots were originally platted decades ago. Using a combination of parcel data, existing GIS sewer data, scripting, and parsing of legal descriptions, a process was developed to identify the specific tax parcels that could be split back into their original constituent lots. This required the innovative analysis of multiple data sources, including the novel use of mass amounts of CCTV data and conversion of tabular CCTV data into a GIS format. The client received a list of parcels where the issue could occur, allowing proactive mitigation and saving thousands of dollars per occurrence. Natural Gas Pipeline Conversion I Various Locations I Senior GIS Analyst Responsible for designing and maintaining a GIS web application, and underlying enterprise geodatabase and GIS server frameworks to support a wide ranging team of GIS editors and in-field Environmental data collectors for a gas conversion pipeline project spanning multiple states across the United States. This solution entailed providing a web application used by both field personnel and the client to QA/QC data after nightly updates while maintaining an enterprise geodatabase to allow a geographically spread team of GIS Analysts the ability to concurrently edit and correct the collected data from field teams seamlessly. GIS Web Map Application Solution I Collier County, Florida I GIS Analyst Designed an enterprise GIS solution for a public sector client looking to integrate GIS data into their customer service call center by designing and deploying a web mapping solution tying in both GIS and customer account databases into a web application to be used by customer service agents in a live phone environment. This solution involved leveraging the full Enterprise ArcGIS software stack, utilitizing Enterprise Geodatabase on SQL Server, map and feature services on ArcGIS Server, and configuring and deploying a javascript web map application.An added complexity was using and querying non-GIS data from a non-ESRI geodatabase to work seamlessly with native GIS data. LAND USE DEVELOPMENT PLANNING Planning and Community Development I City of Bradenton, Florida I GIS Specialist Responsible for designing and producing a series of cartographic and other GIS products to support the City's various objectives, including comprehensive land use, land cover, zoning, and density maps, as well as providing custom mapping and analysis services to answer geographic questions concerning the City's status and operations. *denotes projects completed with other firms Asmita Bhattarai ® Stantec Senior GIS Analyst 6A - 11 years of experience Salt Lake City, Utah Asmita is a highly skilled data professional with extensive expertise in geospatial data, EDUCATION database design, implementation and integration. With over a decade of experience Doctor of Philosophy(PhD handling geospatial data projects in public utilities, manufacturing and environmetal Candidate), Geography, consulting sectors, she brings a deep understanding of data principles and best practices. University of Utah,Salt Lake She has a proven track record of delivering robust data solutions that drive informed City, Utah MBA, Geographic Information decision making and operational efficiencies. Systems, Eastern Illinois University,Charleston, Illinois PROJECT EXPERIENCE BA,Architecture,Tribhuvan Jennison Transmission Solution Project, Finger lakes Area Infrastructure Reliability University, Lalitpur, Nepal Project, Livingston Transmission Enhancement Project I Avangrid 12024-Present I GIS Lead Stantec is the lead environmental consultant for multiple transmission projects, providing MEMBERSHIPS permitting support for regulatory permit(Article VII)Applications.Asmita is the GIS lead Member,American Association for these projects responsible for execution of all GIS tasks, data management, of Geographers,2020-Present stewardship, and analysis. She developed data standards; designed,developed and Member, Beta Gamma Sigma, implemented database schema and integrated data from multiple sources to support 2019-Present delivery of data products for permitting application and technical reports. Member, Illinois Geographic Energy Vision 2030 Program I PacifiCorp 12023-2024 1 GIS Lead/Developer Information Systems Asmita served as a GIS Lead and Developer for multiple projects under this program. She Association,2017-2018 supported development and implementation of data standards and documentation of Member, Nepal Engineering workflows. She spearheaded a fully automated system to centralize project delivery. Her Council efforts helped achieve significant operational efficiency through the development and automation of multiple data extraction, analysis and reporting workflows. ABOUT ASMITA Woody Invasive Control and Restoration (WICR)and Watershed Resource Program* Extensive experience in Escalante River Watershed Partnership 1 2021-2023 1 GIS Analyst database design and Asmita supported data collection, analysis and reporting efforts for the program. Support implementation included designing, developing and maintaining survey applications and spatial Experience integrating data databases, providing online GIS data editing, mapping and querying capabilities, creating from disparate sources into a automated reporting tools, and technical advising. centralized system Skilled in data analysis using National Historic Trail Visitor Use Experience Web Application* I National Park Service— traditional statistics and National Trails Intermountain Region (NTIR) 1 2021-2023 1 GIS Analyst machine learning NTIR is a division of the National Parks Service responsible for maintaining Proficient in workflow congressionally designated historic trails.Asmita supported NTIR with the development of documentation and report a historic spatial database and web application containing specific spatial and aspatial writing information about the trail, and artifacts found on the trail. Conspiracy Theories and Societal Risks* I University of Utah 1 2020-2023 1 Research Assistant Asmita supported data acquisition,warehousing, engineering and analytics support for multiple research projects under this program. She developed custom data extraction tool for Twitter API, designed and developed database for storage of the extracted data, authored querying scripts, and developed analysis workflows Debt Collection Litigation Analyses* I Utah Bar Foundation 12022 1 GIS Analyst Asmita provided geospatial data services to Utah Bar Foundation for the debt collection analysis effort. Her work included conversion of spreadsheet-based data into a spatial database, statistical analyses, and development of static and interactive maps that show the rates of defendant cases in the State of Utah. Her work resulted in a publicly *denotes projects completed with other firms accessible Tableau dashboard that helps understand the rates of court cases for debt and evictions in Utah. Data Warehousing* I University of Utah Health Sciences 12022 1 GIS Analyst Asmita provided geospatial data services to Utah Bar Foundation for the debt collection analysis effort. Her work included conversion of spreadsheet-based data into a spatial database, statistical analyses, and development of static and interactive maps that show the rates of defendant cases in the State of Utah. Self-Organizing Map Applications for Disaster Studies* I University of Utah 12020-2025 PhD Scholar Asmita's PhD research is in the intersection of geospatial data science and environmental disasters. She collaborates with researchers and analyzes publicly available datasets (structured and unstructured)on different types of environmental disasters by applying traditional statistics, Machine Learning, and pattern recognition algorithms to identify novel insights pertinent to the disaster practitioners. Her works are published in reputed computer science and geography journals. Nepal Telecom Global System for Mobile Communication (NT-GSM)* I Nepal Telecom 2014-2015 1 Documentation Team Lead NT-GSM project accomplished inventorying and documentation of telecommunication sites throughout Nepal.Asmita led the team of documentation specialists, and was responsible for data management, and documentation efforts. She maintained a central database for the project and was accountable for ensuring data integrity, analysis and reporting to the client. *denotes projects completed with other firms Tom Holton ® Stantec GIS Analyst 10 years of experience • Sacramento, California AM Tom Holton has 10 years of professional experience working in the GIS field. He is EDUCATION proficient in using ESRI's ArcGIS software for spatial analysis and map creation, MS, Geographic Information using ArcGIS Pro and ArcMap to develop, edit and manage large and varied vector Systems, University of geographic datasets, and Spatial Analyst to conduct raster data manipulation and Redlands, Redlands, California analysis. Tom has developed his skillset in managing and developing Survey123 and MS, Resource Management& Field Maps applications for field data collection, subsequently leveraging these data Conservation,Antioch in Field Maps and Survey123 within ArcGIS Online for data quality control and to University of New England, present results to end-users.Tom has also gained experience building web apps with Keene, New Hampshire the Web AppBuilder and the Experience Builder in ArcGIS Online. Whether BA, Economics, Berry College, performing wildlife habitat site selection analysis or managing threatened and Rome,Georgia endangered species data, he displays that data using effective cartographic design techniques. He also has in-depth experience building and managing Microsoft ABOUT TOM Access databases for large environmental survey programs. ArcGIS Online mobile data collection applications(i.e. PROJECT EXPERIENCE Field Maps&Survey123) ENVIRONMENTAL SCIENCES Cartographic map production ArcGIS Online web maps and Investor-Owned Utility(IOU)in Northern California I St. Helena Pipeline Replacement web apps. Project I California I GIS Analyst Tom led all map creation and design for client's St. Helena Pipeline Replacement Project. This work involved working closely with Stantec senior architectural historian to manage, update, and edit numerous and complex map products to effectively display the pipeline and its project area limits. Investor-Owned Utility(IOU)in Southern California I EC-MEP Program Field Maps/ Survey123 Lead I California I GIS Analyst Tom reguiany maintains,troubleshoots, and assists in the ongoing development of a complex Field Maps/Survey123 for client mobile application for monitoring utility structures for biological,water and archaeological resources. He is in charge of developing and managing Survey123 reporting templates for automated report production for client.Tom developed and is in charge of overseeing a Field Level Risk Assessment Field Maps/Survey123 application for staff to complete to assess their field readiness before working and traveling in the field. Investor-Owned Utility(IOU)in Southern California I Sierra&Sequoia National Forests Fire Response GIS Lead I California I GIS Analyst i om reguiany maintains ana iroumesnoois the Creek Fire web maps for biological,waters and cultural resource monitoring utilized within Field Maps applications. This involves regularly working with Stantec project leads and sub-contractors to ensure that data collection protocols are being followed. This also involves updating layers within these ArcGIS Online web maps to ensure the Environmentally Sensitive Areas within the project are accurate. Investor-Owned Utility(IOU)in Southern California I EC-MEP Program Public Lands Project Description and MSUP Maps Lead I California I GIS Analyst Tom is the public lands project description and MSUN maps lead. He regularly creates field maps using current cartographic standards that are used by work crews on public lands. Green GenStorage, LLC. I California I GIS Technician Tom collaborated with another Stantec GIS analyst in the development of a complex Survey123 form to assess the recreational value of various reservoirs and other *denotes projects completed with other firms recreational areas between Salt Springs Reservoir and Lower Bear River Reservoir in the Sierra Nevada mountains. This client was an applicant for a Federal Energy Regulatory Commission (FERC)license to construct and operate the Mokelumne Pumped Storage Project. Investor-Owned Utility(IOU)in Southern California I EC-MEP Program Wetlands Jurisdiction Determination Mapping Lead I California I GIS Analyst Tom developed and leads the client On-Call Wetlands Jurisdictional mapping program that links a Field Maps form to Survey123 forms via custom URLs. The collected data are then imported into USACE wetland sample point and Ordinary High-Water Mark Survey123 forms that are later imported into Survey123 feature reports.Tom began this program to increase efficiency and standardize how jurisdictional determination data is collected across the client's EC MEP Program. Investor-Owned Utility(IOU)in Southern California I Kaweah Hydroelectric Project Relicensing I Tulare County, California I GIS Technician Tom provided GIS support by performing raster overlay analysis integrating various environmental variables to determine potential western pond turtle habitat within the Kaweah River watershed. He also provided GIS support by creating a technical study plan map series delineating vegetation communities along the Kaweah River. He also performed spatial analysis to develop a linear modelling network to help assist in hvdroloaic studies al(,--the Kaweah River and its tributaries. Investor-Owned Utility(IOU)in Northern California I Kerckhoff Hydroelectric Project Relicensing I Fresno/Madera County, California I GIS Technician Tom conducted GIS mesohabitat analysis by creating and dividing transects into specified intervals along the river mainstem through automation using ArcMap ModelBuilder. He then calculated mesohabitat depths along these transects. He also performed reservoir bathymetric analysis converting a Lidar dataset to elevation contours and Digital Elevation Models. Intercontinental Oil Spill Emergency Response I Deer Park,Texas I GIS Technician Tom assisted in an emergency oil spill response by performing all GIS operations and managing data collected by field scientists that were using Rapid Assessment and Treatment and Shoreline Cleanup Assessment Technique protocols. In this role, he was in charge of managing all GIS data provided by field scientists and processing their data to assist in informed decision-making. Fort Irwin National Army Training Center I Fort Irwin National Army Training Center, California I GIS Specialist Tom repaired, built, and maintained multiple Microsoft Access databases for the Fort Irwin Natural Resource Program monitoring programs for burrowing owl burrows, Mojave Desert tortoise, Mojave fringe-toed lizard, and seeps and springs. He then was responsible for loading and managing these data in an SIDE geodatabase.Tom converted all Fort Irwin Natural Resource Program's vector data to US Army SDSFIE spatial data standards. In addition, he managed all Trimble ArcPad operations for field archaeologists. Jackson Hole Conservation Alliance Zoning Map Project I Jackson,Wyoming I GIS Specialist Tom worked with community planners and developed a series of zoning maps to assist in the town of Jackson planning efforts to aid in sustainable development. He also provided GIS technical guidance to Jackson Hole Conservation Alliance staff. Teton County Weed & Pest Invasive Species Mapping Project I Teton County,Wyoming Field Mapping Technician Tom worked with county officials to manage GIS data and map creation in an ArcGIS Online web map and ArcMap to map invasive plant species populations within Teton County. Tom created, managed, and troubleshot an ArcGIS Collector application for field data collection efforts.While in this role, he also developed his skillset collecting invasive plant species data using specified field sampling methodologies using ArcGIS Collector mobile application. *denotes projects completed with other firms Nicholas Bouthilette PE ® Stantec Senior Civil Engineer 20 years of experience • Burlington, Massachusetts Nick is an experienced, dependable, outgoing, and team-oriented project engineer with a EDUCATION background in every facet of project delivery including design, construction administration, MS, University of client interface, and project management. He is proficient in many software platforms Massachusetts at Amherst, including AutoCAD (Standard, Map and Civil 3D),ArcGIS, and Microsoft Office. He has Amherst, Massachusetts proven technical expertise and an aptitude for client relationships as evidenced by his increasing responsibilities on projects ranging from$500,000 to over$20 million. REGISTRATIONS PROJECT EXPERIENCE Professional Engineer#49909, WATER Commonwealth of Massachusetts, First Issued Water System Capital Improvements Program and LCRR Compliance I Town of Norwood, 2012 MA 12005-present I Client and Project Management ABOUT NICK Nick has served in many roles at Stantec for the I own of Norwood beginning with Lead Experienced leading technical Designer and Resident Engineer working his way to Project Manager and now Client and delivery Program Manager for a wide range of water system improvements projects. Currently, Nick manages several Stantec projects with the Town that include annual water main Quality control and attention to rehabilitation and replacement projects of over 20,000 linear feet each,with water service detail research, identification and replacement as a major component of the work.Additionally, Client engagement and Nick manages a water service inventory and LCRR planning contract, system hydraulic transparency modeling and flushing plans, emergency response planning, storage tank and water meter Approachability and appurtenance upgrade contracts as well as on call services.The Town of Norwood and Stantec have had a collaborative relationship dating back over 50 years. Water Main Replacement Program and LCRR Compliance I Town of Hamilton, MA 1 2016- present I Client and Project Management Nick was introduced to Stantec s water main improvements program in Hamilton in 2016 as a technical reviewer and quickly took over as client and project/program manager for 2 water main improvements projects(2017 and 2020), as well as securing SRF grant monies for Hamilton's water service inventory program for LCRR compliance. The collective work in Town has required categorizing water mains and services, GIS management, designing water main replacements for projects in excess of 20,000 linear feet(Phase 3, 2017)and replacing hundreds of water services. (Cost: $5M+ I Size: 25k linear feet) Northern Intermediate High Pipeline/Southern Extra High Pipeline Projects I MWRA Massachusetts 12007-present I Lead Project Engineer Nick serves as lead project engineer for the design and construction of a large-scale, multi- contract water transmission redundancy initiative by the MWRA. Six contracts, each with over$10 million construction value, include accelerated schedules for the installation of 36- inch and 48-inch water main through mostly residential streets. The projects include significant interstate and bridge crossings requiring trenchless technologies and significant structural and environmental impacts. He also coordinated project plans related to traffic and roadway restoration, environmental controls, civil and structural details, and permit specific submittals. He is responsible for working with and coordinating support staff related to drafting,design, permitting, construction inspection, and administration. He orchestrates and leads technical and informational meetings, and presentations with the Client, affected municipalities and residents, permitting agencies, vendors, and others. Emergency Repairs at Earle Naval Base due to Hurricane Sandy I US Navy I Monmouth County, New Jersey 12013 1 Water Lead As a water lead, Nick teamed with his electrical, mechanical,and structural engineering colleagues to provide the US Navy with an accelerated scope for a design/build contract for over$25 million in repairs at a naval facility in New Jersey severely damaged by Hurricane Sandy. This included the preparation of plans and specification for recommended repairs based on multiple site visits, assessments and presentations to the Client. denotes projects completed with other firms East Gloucester Water Main Improvements Project I City of Gloucester I Gloucester, MA Lead Engineer Nick served as lead engineer during the design and construction of this accelerated schedule project involving over 25,000 feet of 6-inch through 20-inch water main replacement. Challenging project variables included the criticality of replacing aging large diameter water mains that were the sole supply to large commercial water users as well as significant sensitive receptors adjacent to the project, including schools, hospitals, and high volumes of coastal tourist traffic. Nick also acted as design engineer on a dual, 1,100-foot, 20-inch diameter Horizontal Directional Drill across a tidal canal in Gloucester to connect the drinking water supply to the newly upgraded distribution system mentioned above. These two projects were part of a large-scale water system upgrade for the City of Gloucester that won Stantec prestigious recognition from MassDEP.Additionally, Nick managed a handheld GPS device field data acquisition program to improve the City's GIS database. This included the training of City Engineering Department staff on the use of the handheld device, post-processing data. and naviaatina through GIS software. Water Transmission System Analysis and Redundancy Plan Massachusetts Water Resources Authority(MWRA)I Massachusetts 1 2008-2011 Hydraulics Engineer&GIS Specialist Nick utilized hydraulic modeling software, GIS, CAD, utility infrastructure information, and many other tools to assist one of the largest water suppliers in the world, MWRA(200 MGD average),develop a system-wide long-term Master Plan. This analysis included simulating system failure scenarios and recommendations for infrastructure redundancy ^pith nrnnnserl cnn­,­ , ^.o­ ;� excess of S1 h;1­n Quinnapoxet Transmission Main Rehabilitation Project I City of Worcester I Worcester, Massachusetts 1 2013-20191 Project Engineer Nick utilized 100-year-old record information, GIS,TV inspection, and vendor data to prepare a preliminary design report(PDR)for the rehabilitation of a critical 17,000-foot, 36- inch-diameter riveted steel raw water transmission main within sensitive environmental areas. This PDR was accepted by the client and an agreement has been reached for final design of the PVC slipline of this main. Water Main Improvement Projects I Towns of Somerset,Taunton, Chester, City of Fall River 1 2004-2012 1 Designer/Inspector/Project Manager In Norwood, Nick began as a designer and inspector on water main cement cleaning and lining projects. He became client liaison and project manager for over 10 projects related to water infrastructure improvements in town, including the training of DPW staff in GIS software and asset management. Northern Intermediate High Assessment and Concept Plan I Massachusetts Water Resources Authority I Massachusetts I Assistant Project Engineer Nick oatained tiem information including pipe lengths, exisung utilities, and ease of construction for a feasible pipeline route for NIH assessment. He utilized this information to develop comprehensive cost estimates based on labor, material, and equipment costs. MetroWest Water Supply Tunnel I Massachusetts Water Resources Authority Massachusetts As part of scope of work for CP-6, Final Hultman Connections, Nick participated in the inspection of all external facilities. He cataloged inspection reports and photographs, and prepared sketches of recommended improvements. Aeration Building, Pennichuck WaterWorks, Inc. I Pennichuck WaterWorks, Inc. I Nashua, New Hampshire Among numerous water resources assignments for Pennichuck,the largest private utility in New Hampshire, Nick provided full-time resident engineering for the construction of an aeration building.The work included approximately 2,000 feet of electrical conduit and aeration lines directionally drilled 200 feet into a water source. Water Resources, Various Assignments I Assistant Engineer As assistant engineer, Nick provides design and construction administration. His duties include periodic construction pay estimates and DEP form preparation; submittal review; mechanical and water main design; specifications preparation; and contract biding and award. denotes projects completed with other firms Amy Broughton ® Stantec " Water Infrastructure Funding and Financing s 25 years of experience • Denver, Colorado Amy is a financial and management consultant focused on supporting complex EDUCATION infrastructure projects and transformative business practices. Recently,Amy helped more MBA, Entrepreneurship and than a dozen applicants successfully secure for more than $3 bil. in USEPA Water Finance, University of Colorado Infrastructure Finance and Innovation Authority(WIFIA)funding. She also led the team that at Boulder, Leeds School of has collectively secured 30+ California State Revolving Fund projects for critical water and Business, Boulder,Colorado wastewater projects and $66 mil.for 100+ USEPA Brownfield Grants. BA, History, Colorado College, Colorado Springs, Colorado PROJECT EXPERIENCE Pacheco Reservoir Expansion Project&Safe, Clean Water Program I Santa Clara Valley Water District I San Jose, California I Funding Specialist CERTIFICATIONS 8 TRAINING The program supports environmental objectives and secures critical water supply for millions of Californians.Amy has assisted the District in submitting FEMA Hazard Economic Evaluation& Mitigation Grant Program applications; CWIFP preliminary applications; US Bureau of Investment Decision Methods, Reclamation,Water SMART applications.Amy supported the District's WIFIA Letters of Colorado School of Mines, CO, Interest and funding applications securing over$2.513 in credit assistance through Master United States,2015 Credit Agreements. The team is also assisting with ongoing water tracking, ecological Systematic Development of restoration, stormwater funding opportunities, and other applications on an as-needed Informed Consent, Institute of basis. Participatory Management and Planning, Seattle, United Pure Water Antelope Valley I Palmdale Water District I Palmdale, California 12022-Present States,2015 1 Funding Lead Women's Vision Leadership Amy and her team have developed a funding strategy and submitted several funding Institute,Women's Vision applications on behalf of Palmdale Water District, including WaterSMART,for this 5-MGD Leadership Institute, AWT program that will treat tertiary effluent from Los Angeles County Sanitation District's Colorado, United States,2010 Palmdale Water Reclamation Plant to produce potable water for groundwater recharge via subsurface injection.To date,the funding team has successfully secured $40M+ in grant funding for the project. Stantec's team has developed the Program Priorities and ABOUT AMY Implementation Plan that will delineate Program drivers, challenges, costs, program Understands the ins and outs packaging,delivery methods(alternative delivery models are being evaluated for projects of federal and state wfunding within this program),funding strategies, public outreach strategies and Possesses extensive project regulatory/permitting strategies. and program management experience Colorado Governor's Office of Economic Recovery I State of Colorado I Colorado Has a national network of Principal-in-Charge financial and funding experts Since January 2024, the Stantec funding team has provided on-call grant writing and Knows how the money fits into technical expertise support to the State of Colorado. To-date, Stantec has assisted the project Colorado communities and state agencies secure more than $46 million in grant funding. Amy and her team have provided grant writing and technical expertise on a wide range of funding opportunities and awards including disaster mitigation, transportation,water, community development, and brownfields. Water Distribution System Resiliency Program I Department of Watershed Management (DWM), I Atlanta, Georgia I Project Principal/Funding Specialist The DWM's Water Distribution System Resiliency Program is being developed to proactively address system vulnerabilities related to aging infrastructure and climate change.Amy supported the Department in its evaluation of funding options and the development of its successful 2019 WIFIA Letter of Interest and Application for the Water Distribution System Resiliency Program. The Stantec team has supported CWM extensively through information technology, program management, organization change management, and financial consulting. Alternative Water Supply Program I City of Joliet I Joliet, IL I Financial Team Lead Since 2018, Amy has provided funding support to the City of Joliet for the$1.413 million Alternative Water Source Program through an alternative water source study as part of Phase I and Phase II. In her role,Amy has supported the submission of three successful WIFIA Letters of Interest and two WIFIA applications. In 2022, Joliet executed a WIFIA *denotes projects completed with other firms master credit agreement for$343 million,the first in a series of anticipated WIFIA loans. $235 million of WIFIA funding is directed to the City's water main replacement program, including lead service line replacement. In addition,Amy has developed a regional financing model, submitted successful funding requests on behalf of the recently established regional Grand Prairie Water Commission,facilitated discussion with regional partners, engaged multiple funding partners, and generated content for the alternative analyses.Amy plays an active role on the Program Management team, supporting funding plan implementation and federal compliance. Sewer System Evaluation and Rehabilitation Program (SSERP) I Sewerage and Water Board of New Orleans(SWBNO) I New Orleans, Louisiana I Project Principal Striving to adapt and "Live with vvaier", the project was developed by the City to address acute sewer system rehabilitation and repair needs.Amy oversaw the team that developed the successful EPA 2019 WIFIA Letter of Interest and continues to provide support with the application. The more than $250 million loan will greatly expedite delivery of critical infrastructure projects and save millions in financing costs. Currently,the Stantec team is assisting SWBNO with funding compliance and program delivery. Willamette Water Supply Program (WWSP) I Tualatin Valley Water District(TVWD), City of Hillsboro(Hillsboro), and City of Beaverton (Beaverton) I Hillsboro and Beaverton, Oregon, United States I USD 1.613 1 Project Principal and Funding Specialist mmy anu Me Learn —...pJU Me 5ucces6iui EPA WIFIH.- application. She collaborated with the project partners, compiled and organized necessary documentation, and facilitated interactions with EPA administrators.Amy assisted with the drafting and submission of the letter of interest and application, and developed the WIFIA compliance plan for the program management team. The$640 million loan is projected to result in saving more than $350 million over the loan term. During initiation of the program,the team performed a comprehensive validation effort to determine the optimal delivery methods for each component project. The current planned delivery methods include CM/GC(equivalent to CMAR)and DBB. Recently,Amy assisted the City of Hillsboro and TVWD separately and ir;cessfully appi\/fnr FFRAA hazard mitigation grant fi ind;-- Watershed Asset Management Plan and Funding Strategy(WAMP) I City of San Diego San Diego, California I Funding Specialist Amy,as part of the Financial Consulting Team, provided the City with a comprehensive roadmap for funding the updated WAMP. Her work included compiling a list of grants, loans, and other funding options available to the City, along with a strategy for updating the rate revenue and fees that are charged to the City's customers.Amy and her integrated team performed a cost-of-service rate study and converted funding recommendations into an actionable set of recommendations for the City. Currently,Amy is supporting the City's I;Rnn million Stormwater Program with federal fundinn r.mmnlianr`a One Water Modernization Project I City of Englewood I Englewood, Colorado I Funding and Financial Advisors Amy and the team have been supporting the City of Englewood and South Platte Renew's funding strategies since 2020. Recently,the City executed two WIFIA loans, totaling $80 million in credit assistance, in credit assistance, in support of the City's capital improvement program. The team has coordinated SRF applications for stormwater and is currently assisting the City complete an SRF loan with principal forgiveness for its lead service line replacement program.Amy is leading federal compliance for the lead service line replacement program.Additionally,Amy and the Stantec team helped the City submit successfully applications to the Colorado Department of Public Health and the Environment for two PFAS projects; a pilot study an extended PFAS sampling study.The Stantec team also supports the City's water and sewer financial planning and rate studies and assisted with an affordability analysis. Decarbonize Denver I Denver Regional Council of Governments I Denver Metropolitan Area, Colorado I Funding Services Amy led the team to assist in putting together a successful $199.7 mil. grant application for the USEPA Climate Pollution Reduction Grant Program. The initiative will fund measures to reduce greenhouse gas emissions from residential and commercial building sectors and increase energy and resource efficiency within the Denver Metropolitan Area. *denotes projects completed with other firms Patricia Sussman AICP ® Stantec Senior Environmental Planner 18 years of experience Zephyr Cove, Nevada Patricia,who resides South Lake Tahoe, is an experienced project manager and certified planner with expertise in conservation planning, regulatory permitting, and environmental EDUCATION compliance. She is especially proficient in California Environmental Quality Act(CEQA) MS, Community and Regional compliance and has also supported projects and clients requiring compliance with the Planning, University of National Environmental Policy Act(NEPA)and Tahoe Regional Planning Agency(TRPA) Oregon, Eugene, Oregon Compact. Patricia has also served as the lead author and editor for a wide variety BA, Environmental Studies, environmental documents and permitting applications and has identified and led the University of California, Santa Cruz, California development of multiple federal and state grant proposals to meet the goals and BA, Philosophy, University of objectives of client and agency partners. She is experienced with leading and supporting California, Santa Cruz, the synthesis of complex policies and data and brings a background of 15 years California researching,writing, editing,and coordinating deliverables, including environmental documents, contracts,grant proposals, impact analyses,a variety of white papers, CERTIFICATIONS & memos, presentations, and handbooks for public and private sector clients. Her skill set TRAINING includes policy and economic analysis, strategic planning and facilitation, program Certified Environmental development, and outreach and communication. Planner(No. 028685), American Institute of Certified PROJECT EXPERIENCE Planners, Sacramento, California,Sacramento, Rush Creek Project Relicensing (FERC Project No. 1389) 1 Investor-Owned Utility I Inyo National Forest, CA I Project Manager and Senior Environmental Planner MEMBERSHIPS Patricia is serving as the overall project manager for the Federal Energy Regulatory Member(California Chapter), Commission (FERC)hydroelectric relicensing project that involves removal or partial American Planning removal of two dams in the southern Sierra Nevada. The 13.01-megawatt project Association involves three dams and associated reservoirs, including Agnew Dam (Agnew Lake), Gem Dam (Gem Lake), and Rush Meadows Dam (Waugh Lake);a water conveyance system; the Rush Creek Powerhouse; and ancillary facilities. In addition to serving as the ABOUT PATRICIA overall PM for the Project, Patricia is serving as the technical lead and main author for Expertise in conservation the recreation and aesthetic pre-application document(PAD),technical study plan (TSP), planning, regulatory and technical study report(TSR). In her role as PM she oversees the multi-million-dollar permitting and environmental budget, is the main point of contact with the client, and oversees coordination of all field compliance studies and reports.As the technical lead for the recreation and aesthetic study Experienced project manager elements, she also facilitates technical working group meetings with relicensing Leads and supports the stakehniders and is leading implementation of tha-tw in-fnr hnth resolirr.P clamant.- synthesis of complex policies Hunters Reservoir Raw Water Pump Station Upgrade Project I Calaveras County Water and data District I Calaveras County, CA I Project Manager The raw water pump station upgrade project(Project)proposes to upgrade(modernize) and increase safe access to the raw water intake pumps at Hunters Reservoir. The Project includes funding from a California Office of Emergency Services(Cal OES)/Federal Emergency Management Agency(FEMA)hazard mitigation grant and as such requires CEQA as well as NEPA clearance.As the project manager Paticia worked with the District to define and refine the project description;she also coordinated, oversaw and provided final quality assurance on relevant resource reports including a biological resource report, aquatic assessment memo, and cultural resources report. Patricia is also providing permitting support to the District and continuing to support the District with pre-construction surveys—including coordinating California Spotted Owl USFWS protocol-level surveys. Low Water Crossing Culvert Replacement Projects I Stockton East Water District I San Joaquin County, CA I Project Manager The Stockton East Water District(District)is pursuing restoration initiatives at three distinct low-water crossing projects—two along the Mormon Slough, and one along the Calaveras River. Existing concrete crossings will be removed and replaced with concrete *denotes projects completed with other firms box culverts or comparable structures to improve fish passage. Patricia is the Project Manager for the contract with the District to provide CEQA and NEPA environmental clearance support services.The District completed CEQA compliance in 2024 and is now working with Caltrans (serving as the NEPA lead agency)to complete the technical reports requested by Caltrans to complete the NEPA process. Grant Writer—Multiple Projects—California Patricia has coordinated, drafted, and compiled multiple large federal, state and private grant proposals that have resulted in awards including a successful$1 million award from the California State Water Board Clean Water Act Section 319h Grant Program for a culvert replacement project in Napa County that addressed catastrophic sediment loading to perennial creeks; a$1.2 million grant award from the Federal Highway Administration (FHWA)for the same project and its associated improvement to anadromous aquatic fish passage; a successful $300,000 U.S. Bureau of Reclamation (USBR)grant for development of a hydroclimatic information system for water and power management in the American River Basin (a collaboration of the El Dorado Water Agency and University of California, Davis);a successful $100,000 USBR grant to the El Dorado Water Agency for development of a Regional Drought Contingency Plan for the Upper American River Basin; a successful $75,000 small-scale water use efficiency USBR WaterSMART grant to the Tuolumne Utilities District; a successful$500,000 Natural Resources Conservation Services(NRCS)Conservation Innovation Grant(CIG) for the creation of the Central Valley Habitat Exchange; and a successful$250,000 U.S. Forest Service grant for a woody biomass boiler at South Tahoe High School (the school district ultimately returned the funding for the biomass boiler). Remote Grid Installation Project IS/MND I Pacific Gas& Electric and University of California, Berkeley, I Tulare County CA I CEQA Project Manager ratricia sue,vcu as Inc Ni UJUUL manager ana O� LL le prima,y OULLior and editor for the CEQA document(an Initial Study/Mitigated Negative Declaration)for a standalone power system (SPS), a pilot project under the umbrella of PG&E's Community Wildfire Safety Remote Grids Pilot Program located at University of California, Berkeley's (UC Berkeley)Whitaker's Forest. The location is a remote research station in the Sierra Nevada within Tulare County. Once installed,the remote grid will provide existing residential structures on-site with a consistent and reliable source of electricity that will replace the need for the existing overhead electric distribution lines.The project site, though small, is in sensitive environmental habitat and near known historical resources. UC Berkeley is the CEQA lead agency and PG&E is the implementing entity.The system is the first infrastructure of its kind to be installed as part of PG&E's SPS pilot program. The Notice of Determination for the CEQA document was adopted in the fall of 2022. Campbell Creek Culvert Replacement Project IS/MND I Napa County) Napa County, CA CEQA Project Manager Patricia served as the CEQA, NEPA and permitting project manager for the Campbell Creek Culvert Replacement Project. The Notice of Determination for the CEQA document(an IS/MND)was filed by the County in January of 2023. Patricia also oversaw and coordinated permitting for the Project including submission of a pre-construction notification to the US Army Corps of Engineers, applications for a 401 Water Quality Certification from the Water Board, and for a Lake and Streambed Alteration Agreement from CDFW. Patricia also led the preparation and submission of two grant applications for the Project under the California Water Board 319h program and under the Federal Highway Administration (FHA)culvert replacement program.The County was awarded funding from both entities and Patricia is supporting the County with an environmental analysis under NEPA(Caltrans is the lead agency)to take advantage of the FHA funding award. The existing culvert is undersized for flood stage flows and is a barrier to fish passage. The replacement culvert is a proposal by Napa County to replace the existing culvert with a bottomless arch bridge precast culvert to improve the hydrologic function of Campbell Creek at the culvert's outlet and along approximately 160 linear feet of creek upstream of the culvert's inlet. The project would make available 0.67 mile of anadromous fish spawning habitat to steelhead salmon, a federally listed species. *denotes projects completed with other firms Taylor Valencia PE ® Stantec Water Resources Engineer 5 years of experience • Raleigh, North Carolina Taylor is a licensed Water Resources Engineer with consulting experience in the design of EDUCATION pump stations and water treatment facilities, public waterworks system permitting, and MS, Environmental groundwater/storage capacity evaluations. Taylor's experience includes designing and Engineering, Marquette developing engineering plans and specifications for projects involving the development University, Milwaukee, and/or upgrading of public waterworks systems. Her experience also includes performing Wisconsin total dynamic head calculations, treatment chemical feed calculations,filtration capacity BS, Civil Engineering, calculations, and evaluating the source,treatment, and storage capacity of all existing and proposed components, as well as issuing and obtaining construction and operation permits Howard University, for public waterworks systems.Taylor previously worked with the Virginia Department of Washington, District of Health-Office of Drinking Water as a District Engineer responsible for the oversight of 126 Columbia public waterworks systems,to ensure the provided drinking water met all applicable state and federal regulations. REGISTRATIONS PROJECT EXPERIENCE Professional Engineer #0402066805, Virginia MASTER PLANNING Department of Professional Captain's Cove Master Plan I Aqua Virginia, Inc. I Accomack County,Virginia 12023-Present and Occupational Regulation, I Project Engineer 2023-Present Professional Engineer Taylor currently serves as a Project Engineer for this Master Plan effort.This project includes #057141, North Carolina a Master Plan study of the Captain's Cove water system. The Captain's Cove water system Board of Examiners for currently consists of approximately 1,186 residential connections(one fourth of the system's Engineers and Surveyors, full build out capacity).This Master Plan is evaluating current and future needs related to the 2023-Present system's groundwater water supplies,water treatment systems, distribution system water quality, and distribution system infrastructure. The final report will include a prioritized list of proposed upgrades with conceptual cost estimates to address needed improvements to the ABOUT TAYLOR supply, treatment, and distribution facilities. Licensed Water Resources CORROSION CONTROL SERVICES Engineer Experienced in design of LCPS-Optimized Corrosion Control Evaluation I Loudoun County Public Schools I Virginia, pump stations and water United States 12024 1 Project Manager, Technical Support treatment facilities Taylor served as the Project Manager to support Loudoun County Public Schools(LCPS) Designs and develops with developing an Optimized Corrosion Control Treatment Recommendation for one of their engineering plans and schools. The school of focus exceeded the lead Action Level (as set forth by the EPA for specifications public waterworks systems)and was required to determine an optimal corrosion control Performs total dynamic head treatment method to comply with Virginia Department of Health (VDH) regulatory calculations requirements.The final deliverable of this project consisted of a report submitted to VDH detailing recommended treatment alternatives based on the school's water quality and operational and maintenance capacity. PFAS INVESTIGATION AND MITIGATION Evaluation of Per-and Polyfluoroalkyl Substances(PFAS)in the Town of Purcellville Public Waterworks System and Potential Treatment Strategies I Town of Purcellville I Virginia, United States 12023 1 Engineering and Technical Support Taylor performed a data analysis of groundwater well PFAS sample results(from five of the Town's groundwater wells),the theoretical, sustainable, and permitted yield,operational flow data, and water quality monitoring data for each groundwater well,along with potential sources of PFAS contamination in the area of interest, to identify potential treatment strategies to help reduce the Town's PFAS concentrations.Taylor also evaluated five different groundwater blending scenarios that could be considered to allow the Town to maintain compliance with the proposed PFAS regulations while meeting system demand. Taylor developed a Blending Scenario Spreadsheet Tool that was shared with the Town of Purcellville to allow future blending scenario evaluation with the inclusion of ongoing routine PFAS sample result data. Taylor performed an in-depth assessment of the feasibility of installing Granular Activated Carbon (GAC)filtration treatment at the Town's Nature Park WTP and Mountain View WTP as a potential treatment strategy. *denotes projects completed with other firms GROUNDWATER SUPPLY/WELLS Well Siting* I Virginia, United States I District Engineer As a District Engineer with the Virginia Department of Health, Office of Drinking Water, Taylor performed well siting inspections to evaluate proposed locations for new groundwater wells to be drilled. She ensured all setback requirements were met, in adherence to Virginia state regulations for public groundwater wells, and determined the chemical and bacteriological analyses to be required for water testing based on the location's susceptibility to contamination. Taylor worked closely with hydrogeologists and well drillers throughout these well siting processes. ENGINEERING DESIGN Lake Wilderness Well Additions I Aqua Virginia, Inc. I Virginia, United States 12024-Present Design Engineer Taylor performed a comprehensive design of the addition of two new groundwater wells to serve the Lake Wilderness community public waterworks system. This involved preparing a Preliminary Engineering Report(PER)that was submitted to the Virginia Department of Health (VDH)for review and approval. Taylor provided technical guidance to fellow staff engineers and oversaw total dynamic head calculations and chemical feed system calculations performed for the design. She reviewed and provided technical support for the engineering plans and specifications developed for the project and served as the primary communicator between VDH as this project moved through the construction permit application process.A construction permit was successfully obtained for this project in July 2024. Construction is forthcoming. REGULATORY SUPPORT Town of Purcellville Lead Service Line Inventory I Town of Purcellville I Purcellville,VA Technical Support Taylor supported the Town of Purcellville by providing regulatory expertise during the development of their initial Lead Service Line Inventory(LSLI), submitted to the Virginia Department of Health (VDH)in October 2024, to comply with the LCRR. Taylor is currently supporting the Town with additional LCRR/LCRI requirements (i.e., mandatory notification language and correspondence with VDH)and provides QA/QC support when needed. Through Taylor's established working relationship with VDH,when questions arise requiring further discussion with VDH, she serves as the communication bridge for those meetings. WATER TREATMENT PLANTS Scottsville Water Treatment Plant- LT2 Improvements* I Rivanna Water&Sewer Authority Virginia, United States 12021 1 Engineer Taylor evaluated the design, engineering drawings, and specifications for the installation of UV Treatment to address Cryptosporidium concentrations to comply with EPAs Long Term 2 Enhanced Surface Water Treatment Rule. She calculated the average and peak hourly water demand of the waterworks system based on historical and estimated growth data and completed engineering calculations related to 4-log inactivation requirements for the system. Taylor ensured the engineering design was in compliance with applicable regulations and performed a final site visit to verify that the installed treatment and upgrades were in accordance with the approved engineering drawings and specifications. ANALYSIS, PERMITTING AND REGULATORY COMPLIANCE Virginia Department of Health-Office of Drinking Water* I Lexington,Virginia, United States 1 2019-2022 1 District Engineer Taylor provided oversight of 126 public waterworks systems,with a combined population of 176,541,to ensure the provided drinking water met applicable state and federal regulations. She reviewed engineering plans and specifications for proposed projects involving the construction of new public waterworks systems or the amendment of existing systems for the issuance of operation and construction permits. She conducted routine facility inspections of public waterworks systems, including groundwater wells,water treatment chemical application, and surface water treatment plants located in 3 Virginia counties and the City of Charlottesville. Taylor investigated drinking water complaints and provided technical assistance to waterworks facility owners and operators to ensure drinking water was safe. *denotes projects completed with other firms BIueConduit Sheela Lai Delivery Project Manager Ala manages BlueConduit's Customer Delivery process to ensure the highest quality customer experience. Prior to this role, Sheela managed BlueConduit's relationships with public sector entities, elected officials, regulatory agencies, state BLUECONDUIT TENURE revolving funds, nonprofit and philanthropic organizations, January 2022-Present where she worked to ensure strong cross-functional dialogue between water stakeholders addressing lead service line EDUCATION identification and replacements. M.B.A., University of Michigan Summary of Contributions: School of Business 2019 Sheela has led the successful delivery of complex data analysis B.A., International Business, and predictive modeling projects aimed at identifying and University of Missouri 2012 prioritizing replacement of lead service lines. Her role involves managing cross-functional teams, coordinating with B.S., Statistics, University of stakeholders, and ensuring the seamless execution of projects Missouri 2012 from initiation to completion. PUBLISHED ARTICLES Key Responsibilities: • Oversees all aspects of project management, including Lead in Drinking Water:Identifying project work plan, timeline development, resource Galvanized Services Lines Requiring allocation, and risk management for data-driven lead Replacement-collaborated with Jacobs Engineering to analyze impact of the service line initiatives. Lead and Copper Rule Revisions on • Facilitates collaboration between data scientists, galvanized service lines. engineers, and municipal partners to align technical BlueConduit's State Guidance and solutions with client goals and regulatory requirements. Predictive Modeling Map-built& • Manages project workflows, ensuring timely delivery of maintain comprehensive list of state key milestones, including data integration, model level policies about the Lead and Copper development, and final reporting. Rule Revisions and statistical modeling • Conducts progress meetings and regular status updates in the form of an interactive map. with clients and internal teams, addressing challenges Funding For Lead Pipe Replacement and ensuring alignment across all stakeholders. Falls Short For Midwest-collaborated • Monitors project performance metrics, providing with the BlueConduit Data Scientists to actionable insights to improve efficiency and outcomes. understand how EPA funding impacts states with the highest number of predicted lead service lines. Relevant Project Experience Sewerage and Water Board of New Orleans (SWBNO), LA Since 2023, Sheela has been the dedicated Project Manager for the SWBNO project. Her efforts include client engagement and communication, cross-functional team collaboration and overseeing successful delivery of BlueConduit's services and predictions to SWBNO. The BlueConduit team also supported SWBNO during the 2023 Salt Wedge Intrusion Crises with our co-created inventory to help SWBNO manage any potential lead leaching. This client is part of a larger project with the NRDC and WeAct to find the best practices for utilities that want to deeply engage with their community for the LCRR. City of Santa Cruz, CA Sheela managed the Lead Service Line Inventory project for the City of Santa Cruz, CA. This effort included coordination and engagement with CWB-DDW for pre-approval of BlueConduit's Methodology for Statistical Modeling and Non-Lead Validation. BlueConduit provided the City with an approach that was approved by CWB-DDW. Subsequently, we provided recommended inspection sites for stratified sampling within designated decade categories. At conclusion of the project in Oct 2024, we supported the City with Non-Lead Validation reporting and reclassifying all unknowns to non-lead. Brunswick County, NC Sheela managed a multi-organization LCRR team for Brunswick County, NC. Deliverables included data analysis, targeted physical validations and inspections, model iterations, lead service line replacements, water sampling, communications strategy, and EPA and State Inventory reports by October 2024 deadline. Sheela has also been the BlueConduit Project Manager on the following LSL projects: Benton Harbor, MI Bloomington, IN New London, CT Millis, MA Erie County, NY Artesian Water Fayetteville, NC Cary, NC Decatur, AL Westerville, OH Des Moines, IA Norfolk, VA Hamilton, OH .r W - fM ■ -1IL BlueConduit Roxcee Stacker VP of Customer Success Roxcee is BlueConduit's VP of Customer Success, with over eight years of CS experience in the technology industry. She is passionate about helping clients succeed through the use of technology and has a proven track record of success in driving customer acquisition, retention, and growth. She is also an BLUECONDUIT TENURE expert in data science, digital communications, and CRM software. April 2023-Present Roxcee oversees the successful implementation of over 50 EDUCATION LCRR/LSLI projects across the country. B.A. Journalism, DePaul University Selected Relevant Experience CERTIFICATIONS LCRR Inventory Development CXPA Professional, Customer Irvine Ranch Water District, CA Experience Professionals Association Roxcee manages our project to identify the likelihood of lead in Certified Scrum Product Owner, the IRWD system with over 130,000+ total service connections. Scrum Alliance I Exp. Feb. 2024 Services include data analysis, targeted physical validations, model iterations, lead service line replacements and EPA and Certified ScrumMaster, Scrum State Inventory reports. At conclusion of the project in Oct Alliance I Exp. Oct. 2023 2024, we supported the District with Non-Lead Validation reporting and reclassifying all unknowns to non-lead. PUBLICATIONS South Bend IN Utilities Lead LCRR Inventory Development Service Line Inventory Case Brunswick County, North Carolina Study, Water Finance and Management Project manage a multi-organization LCRR team for a large county-level water system in North Carolina. Deliverables include data analysis, targeted physical validations and inspections, model iterations, lead service line replacements, water sampling, communications strategy, and EPA and State Inventory reports by October 2024 deadline. Detroit Water and Sewerage Department LCRR Inventory & Absence of Lead Service Line Project Summerville, SC Detroit, MI The water system wanted to utilize BlueConduit is working with the Detroit Water BlueConduit's Statistical Methods approach to and Sewerage Department to develop a complete demonstrate the absence of lead to their service line inventory by 2025 to meet regulatory regulator. Summerville had already physically requirements and ensure the efficiency of the verified a large percentage of their service lines, city's service line replacement program. The city where they found no lead and were challenged is required to replace 5% of its service lines per with how to tackle their remaining unknowns. year, an effort that is estimated to cost $450 Going through the BlueConduit method, million. BlueConduit's predictive model informs Summerville could conclude with 95% the city's planning and execution for the confidence that out of 28,000 total service replacement program. connections, there are fewer than 28 lead service lines on the public side of the system (0.10% of Municipal Utility in the Southeast the system) and fewer than 80 lead service lines Utility name withheld per contract agreement on the private side of the system (0.29% of the system). A report documenting these results and BlueConduit is working as a subcontractor to a conclusions has been submitted to the regulator national engineering firm to develop a service for approval. line inventory for a community in the southeast that serves more than 1 million people. This Predictive Modeling for LSLI community has limited records of service line Jackson, MS materials. BlueConduit's predictive model is helping that utility reduce the unknowns and Roxcee is the primary project manager for our develop a service line replacement plan. work in Jackson, MS. Partnered with Stantec, BlueConduit is supporting Jackson with data LCRR Inventory Development analysis, recommended field inspection locations Large Public Water System in Upper Midwest and a machine learning predictive model to deliver address-level lead predictions to reduce Roxcee is leading deliverables and unknowns on each the public and private side communication for a complicated data science service lines. BlueConduit is also coordinating project for a large water system covering 70 closely with MSDH in support of this project. municipalities and 375,000 service lines. The water system had minimal and messy data, requiring extensive support from BlueConduit's Data Science team to create a workable process for the development of a Lead Service Line Inventory and predictions for service lines of unknown material. - w BlueConduit . Alice Berners- Lee z ' Director of Data Science Alice Berners-Lee is BlueConduit's Director of Data Science. Her responsibilities include processing and analyzing customer data, managing relationships with technical service partners, and producing Machine Learning models. BLUECONDUIT TENURE Alice has over a decade of experience writing custom code to analyze large and complex data sets, completing April 2023-Present postdoctoral work at Harvard University and PhD work at Johns Hopkins University and UC Berkeley. EDUCATION Doctor of Philosophy(Ph.D.), Selected Relevant Experience Neuroscience Johns Hopkins School of Medicine Data Scientist Certification,The Data LCRR Inventory Development Incubator Irvine Ranch Water District, CA Bachelor of Science (BS) Neural Science, New York University Alice was the primary Data Scientist on our project to identify the likelihood of lead in the IRWD system with over PUBLICATIONS 130,000+ total service connections. Services include data analysis, targeted physical validations, model iterations, lead Hippocampal replays appear after a service line replacements and EPA and State Inventory single experience and add greater detail with more experience - Used reports. At conclusion of the project in Oct 2024, we eayesian decoding on the spike data supported the District with Non-Lead Validation reporting from hundreds of simultaneously and reclassifying all unknowns to non-lead. recorded neurons to reveal the information being represented during these events. Wrangled data from several past experiments into a consolidated Other CA Project Experience dataset to explore how spatiotemporal features of replay change with repeated Alice oversees our entire team of Data Scientists and has experience. also provided support and QA/QC on all of our other Experience-dependent evolution of CA-based projects. These include: Santa Cruz, Lompoc and odor mixture representations in Thousand Oaks. All final results included Non-Lead piriform cortex- Utilized time-series analysis, circular statistics, and data Validation. visualizations to test hypotheses, explore the novel dataset. Examined simultaneous data from 1000+neurons and performed data analysis to understand physical processes. LCRR Inventory & Absence of Lead LCRR Inventory Summerville, SC Fayetteville, NC The water system wanted to utilize Alice is the lead data scientist on a multi-team BlueConduit's Statistical Methods approach to LCRR project for Fayetteville, NC. She provides demonstrate the absence of lead to their important data science expertise for developing regulator. Summerville had already physically the water system's service line inventory. There verified a large percentage of their service lines, are notable gaps in the utility's records, and our where they found no lead and were challenged modeling is reducing uncertainty to support with how to tackle their remaining unknowns. long-term planning and asset management for Using the BlueConduit method, with Alice as the over 100,000 service lines. lead Data Scientist, Summerville could conclude with 95% confidence that out of 28,000 total Harvard University, The Murthy Laboratory service connections, there are fewer than 28 lead Cambridge, Massachusetts service lines on the public side of the system (0.10% of the system) and fewer than 80 lead As a postdoctoral fellow (2021-2023), Alice service lines on the private side of the system analyzed electrophysiological data from (0.29% of the system). A report documenting hundreds of piriform cortex neurons to these results and conclusions has been understand how the odor cortex encodes scent submitted to the regulator for approval. mixtures. Discovered the odor cortex is a dynamic and robust system that can optimize for Lead Service Line Inventory Project current and future demands at once. These Municipal Water Utility in Canada findings were published in the peer-reviewed journal PLOS biology. Alice provides important data science expertise for an ongoing project with a utility in eastern Johns Hopkins School of Medicine & UC Canada that is developing its service line Berkeley inventory. There are large gaps in the utility's Baltimore, MD and Berkeley, CA records, and our modeling is reducing uncertainty to support long-term planning and As a PhD candidate (2014-2020), Alice used asset management. Utility name withheld per Matlab, Python, and Aduino (programming contract agreement. languages) to design and run experiments, analyzing terabytes of data with each Lead Service Line Inventory Project experiment. Collected and analyzed data from Cary, NC multiple areas of the rat brain (hippocampus, Alice is the lead data scientist on a multi-team prefrontal cortex, and ventral striatum) while LCRR project for Cary, NC. She provides they performed spatial memory tasks. Research important data science expertise for developing papers were published in Neuron and Journal of the water system's service line inventory. There Neuroscience — both leading peer-reviewed are notable gaps in the utility's records, and our journals. modeling is reducing uncertainty to support long-term planning and asset management. ; Appendix B OF.W Example of DDW Approved Predictive Modeling Report Ilk -t •' - s: t is ,t1: / jrF ;may v-;��{`.i � `i`.i, a ' ,/. 'fit. .•�� look po' � P SULIC'sti „ tAejt%'OLSA010 s xppvoqw- Nv�e California Water Boards - Division of Drinking Water Attn: Jason Cunningham 1180 Eugenia Pl., Ste 200 Carpinteria, CA 93013 DWPDIST06@waterboards.ca.gov To Whom It May Concern: BlueConduit is pleased to present the enclosed project plan to California Water Boards - Division of Drinking Water, outlining our Statistical Analysis Approach for supporting the (CA ) with their LCRR Service Line Material Inventory Development. BlueConduit is a widely known industry leader and expert, using statistical methods to develop lead service line inventory and guide replacement and remediation efforts. Our work is frequently cited by regulatory agencies including the EPA,ASDWA, AWWA, the State of Michigan, and the State of New Jersey. For seven years, BlueConduit has supported water utilities nationwide in their efforts to provide safer drinking water, beginning with the Flint Water Crisis in 2016. BlueConduit's methodology and approach is closely aligned with the guiding Principles of Data Science for Lead Service Line Inventories and Replacement Programs and in accordance with the EPA Guidance for Developing and Maintaining a Service Line Inventory,where our work is cited several times. To ensure that the predictive modeling results are accurate and interpreted appropriately, BlueConduit recommends that water suppliers adhere to the following fundamental statistical and research principles when using predictive modeling to estimate the service line material at each property in their system: 1. Develop a data management plan. 2. Evaluate historical records. 3.Verify service line material for a randomly selected sample of service lines. 4. Demonstrate that the predictive model is accurate for the supply region. 5. Ensure transparency by submitting model results and explaining how results were utilized. We are confident that our enclosed methodology,which follows the above guidelines and has proven to be successful in over 250+water systems nationwide, is the most accurate and cost-effective approach to identify lead service line locations - without the need to excavate each and every line. We welcome the opportunity to answer any questions that you may have as you evaluate this plan for approval. Regards, Ian Robinson President/COO ian@blueconduit.com Statistical Analysis Project Plan .Conduit 2 Table of Contents CWB-DDW's Regulations on Statistical Methods for LCRR 4 Advantages of Using Statistical Methods for Inventory: 4 BlueConduit Methodology and Approach 5 Step 1: Data Collection & Preliminary Inventory Development 5 Summary of the Inventory Work to Date 6 Step 2: Data Evaluation and Validation 6 Evaluating Historic Records 7 Step 3: Representative Field Investigation 7 Stratified Random Sampling 8 Field Verification Method 9 Step 4: Statistical Analysis 9 Demonstrating the Absence of Lead 10 Step 5: Results and Documentation 10 Utilizing Results to Classify Service Line Materials in LSLI 10 Statistical Analysis Project Summary Report for CWB-DDW 11 Appendix 13 Appendix A 14 Appendix B 15 Appendix C 16 Statistical Analysis Project Plan Conduit 3 CWB-DDW's Regulations on Statistical Methods for LCRR California Water Boards— Division of Drinking Water published its own inventory template for public water system usage. Statistical methods are an accepted verification method for the state's inventory template. We recognize that CWB-DDW does not have further specifications for water systems to assess these methods, and want to use this project plan to outline our methodology and how we rigorously assess our accuracy and reliability. As CWB-DDW continues assessing LCRR compliance project plans, and thinks about the use of this data for future drinking water projects, we look forward to seeing the department issue general guidance on using statistical analysis and predictive modeling. BlueConduit is happy to offer its expertise when and as needed to ensure DDW's future guidance is both rigorous and applicable to a wide array of use cases. Advantages of Using Statistical Methods for Inventory: With the number of service lines of unknown material in communities across the United States, water utilities do not have the financial, human, or technical resources to physically inspect each service line segment. The use of statistical analysis and predictive modeling built on the fundamental best practices in statistics allows water utilities to be more precise in their compliance efforts, efficient in resource allocation, and transparent with their customers.This approach also offers transparency into decision-making. 1. Identifying Unknown Lead Service Lines. Statistical methods can "fill in the blanks"for SLs of unknown/unverified material in SL inventories, saving the Utility significant time and money. 2. Prioritize areas of High Concentrations of Lead. Statistical methods have been shown to quickly,justifiably, and equitably locate lead service lines in order to prioritize their removal. Prioritizing LSL replacements means that we need to know both where the lead is AND where the lead is not. 3. Proactive Decision Making. Some recent state specific guidance on the use of statistical methods for service line inventory recognizes that physically verifying every LSL is expensive and time consuming.Additionally,time and money used to physically verify service lines that are very likely made of non-lead materials could be used to replace lead service lines or meet other pressing utility needs. 4. Public Communication. LCRR requires water systems to make their service line inventories publicly available and to annually notify residents with lead service lines or service lines of unknown material. The use of statistical methods for inventories allows water systems to confidently and transparently communicate about the relative risk to their customers. 5. Adaptable to new information.Water utilities can adapt and update their service line inventory with new information from field work or previously unavailable sources.As this information is integrated into statistical analysis, it can update the information for each service line to reflect how the new information changes the understanding for the entire system. 6. Transparency. Making available information about the performance of the statistical methods allows for increased transparency into the decision-making and can also shed light into ways to improve the results. Statistical Analysis Project Plan *5� Conduit 4 BlueConduit Methodology and Approach Step 1: Data Collection & Preliminary Inventory Development The very first step to building an accurate and comprehensive inventory starts with data collection, records and system review.The first guiding principle in running any statistical analysis is to ensure that data is organized and consistent. This means ensuring all of the information collected related to a point of service is associated with that point of service (i.e., a home's specific water SQ. BlueConduit begins the process by analyzing data that can be classified as service lines of"known" materials.This involves reviewing preliminary inventory data which includes verified service line material records, building codes, city ordinances about banned service line materials, and investigating other sources that provide certainty about pipe materials in the system.This initial step provides a baseline for the inventory and helps set the strategy for reducing "unknowns"for locations where pipe material is not known with high degrees of certainty. BlueConduit will request information from the to begin the statistical analysis process. High-value data sources that are commonly used in an SLM Inventory project include: • Recently Verified Service Line Material Records (both Public and Private-side) • Historical Water Service Line Material Records (both Public and Private-side) • Information on service line cards, which are primarily incomplete but could have any of the following information on them: Main size, Service line size, Service line materials, Customer account • Records of previous materials for service line replacements performed over the last two years. (Earlier replacements do not indicate the date of replacement or material.) • Water main age (this information is the best beginning in the 1950s) • Historical water service line maps • Taxable Parcel Records (year built, land size, value,zoning, etc.) • Construction records (if available) • Water Account Billing information (if available) • Water Sampling Test Results (if available) • Water Main Size and Material (if available) • Census Data(if available) • Fire Hydrant Locations and Attributes (if available) • List of daycare and school facilities and their previous testing records Statistical Analysis Project Plan .Conduit 5 Summary of the Inventory Work to Date The -inventory has currently been developed to coverall of the service lines in the system with: • Public Water System ID (PWS ID) Number associated with the service line • Unique service line ID • Streetaddress • year Built The summary of the current inventory for the EPA LCRR full service line classification is shown in the table below. GRR - Galvanized Requiring Replacement Galvanized LD - Lead NL- Non Lead UNK- Unknown 17,268 17,268 Totals 17,268 17,268 Step 2: Data Evaluation and Validation There are many potential sources of data about service line(SL) information, and the types and accuracy of SL data will vary between water systems. Existing data about SL materials comes from different sources(e.g., water main repairs, water meter replacement programs, old construction records)and the accuracy and reliability of these records varies by record type and location. Replacements may have been made over time without proper record keeping or records simply may be incomplete or incorrect. It is therefore crucial to establish how correct a water system's historical records are. Out of caution, BlueConduit does not treat historical data as 100%truth when performing statistical analysis. Less Reliable More Reliable Categoryf U13AWy2 Cathei Cirtag•ry4 Ovate- al les died Nilnr Platelet pal Fnampal of the ....d, w,e be, Repair plain Conp,acOon pans Tap cartic Tezassesso.remrtls Hadm,, op... hir"Hatlon date after Installation not lead ben nee represent ril Statistical Analysis Project Plan J BlueConduit 6 Many water systems do not know which types of records are correct and which are not. For BlueConduit, it is important to establish an understanding of how accurate those records are, while also noting that some types of records are going to be more accurate than others.The process of learning just how accurate (or otherwise) a system's records are is a powerfully informative piece of this data-driven approach. As a best-practice,to be considered a reliable-known material in the preliminary analysis and therefore excluded from further field investigation,a service line should meet criteria 1 or 2 below, supported by data from a reliable source: 1.The service line was recently physically verified -OR- 2. Ordinances or controls were in place and all of the following apply: • Ordinances or other controls were in place at the time the service line was installed specifying materials used in service line construction -AND- -The water supplier has not observed deviations from these ordinance(s) or control(s) during operations and maintenance. Any service line that does not meet one of the two criteria above may be included in the list of locations from which a set of sites will be selected for verification in Step 3. Evaluating Historic Records Evaluating the reliability of historic records is an important starting place because it can a) identify whether available historic records can be used reliably for an inventory and b) that historic records may be insufficient as the sole source of information for a service line inventory. Where records are not accurate or are incomplete, alternative strategies, such as a statistical analysis approach,for producing a reliable inventory are required to understand where and how many lead service lines may be present. BlueConduit will work with the to understand how their preliminary inventory was developed, and what data and records were collected and utilized to classify known materials.We will then evaluate, in collaboration with the City to determine the accuracy and reliability of those records and recommend field investigation to validate as needed. Step 3: Representative Field Investigation Generating an estimate of the total number of lead service lines in a system or the material at any given address will use information from previously verified service line materials to predict the materials at service lines of unknown material. The accepted best practice in statistics to be able to make these kinds of estimates is gathering verified service line material data at a representative random set of homes where the service line material is unknown. Statistically, only such a representative set of verified service points will truly reflect the whole system. In order to determine the appropriate number of field verifications necessary,the following information will be considered: (1) total number of service lines in the system, (2) total number of unknown service line materials in the system, (3) desired confidence level(e.g., 95%).The accepted standard confidence level across several states is 95%. Statistical Analysis Project Plan *5� Conduit 7 After preliminary evaluation of the quantity and quality of existing verified data, BlueConduit will generate a targeted list of-100-150 service lines for the water system to visually inspect and confirm the existing service line material on both the public and private sides of the line. Site selection will be representative of the unknown population in order to mitigate data biases that may exist in already known data.This verified data will then be used in conjunction with any other confirmed information to inform BlueConduit's statistical analysis. Subsequent field verifications may be recommended as needed to reach desired level of confidence/DDW minimum requirements and will be provided in batches of 100-150 locations. Based on best practices in statistics and sample size calculation (Appendix A: Michigan EGLE Guidance) coupled with the DDW's required stratification, with -11,464 service lines currently unknown in the water system, BlueConduit estimates that a representative sample of-400 of the system's service lines will require visual inspections to reconcile uncertainty. The final count of recommended inspections will be based on BlueConduit's initial data analysis and developed in collaboration with the water system, subject to final approval by CWB-DDW. Results demonstrating evidence of representative investigations will be included in the final project summary report. Stratified Random Sampling Following review and evaluation of preliminary inventory data, there are a total of 11,464 total unknown service lines. BlueConduit recommends stratifying unknowns in the following decade groupings as calculated by the minimum number to verify using the 95% confidence with +/- 5% margin of error for each group (Appendix A: Michigan EGLE - Minimum Service Line Material Verification Requirements): Combined Total of Public and Private Side Unknowns per Bin Date Ranges Total Line Count %of Total Unknown Total Verifications Needed 1900-1949 133 1.16% 27 1950-1986 11,331 98.84% 372 Total 11,464 100% 399 Once the number to physically verify per group has been approved by DDW, BlueConduit will generate a targeted list within each decade bin for City staff to visually inspect and confirm the existing service line material on the private side of the line. Site selection will be representative of the unknown population to mitigate data biases that may exist in already known data.This verified data will then be used in conjunction with any other confirmed information to inform BlueConduit's statistical analysis. Results demonstrating evidence of representative, stratified random sampling will be included in the final project summary report. Statistical Analysis Project Plan Conduit 8 Field Verification Method The will conduct visual inspections of the customer side of the water service line in two locations to identify material composition using the method listed under section 5.1 of the "Guidance for Developing and Maintaining a Service Line Inventory". The first location for physical inspection will occur in the meter box, a second inspection will occur on the customer side of the water service line near the residential building. In cases where visual inspection of the customer water service line near the residential building is not feasible, Water Operations Staff will determine an appropriate location for excavation using mechanical or pneumatic means to expose the water service line for visual inspection. City Water Operations Staff will elicit customer assistance by requesting access to the customers property for visual verification of the water service line. Excavation within the two-foot easement of meter box will be performed to expose the water service line when material is not visually identifiable within utility meter box. Visual inspection of water service lines will include identification of goosenecks or pigtails connection, scratch test of metal piping and/or magnet test (Hensley et al., 2021) method as needed. In cases where determination of pipe material becomes inconclusive, Staff will utilize other technology to confirm or disconfirm lead through Eddys current testing. Step 4: Statistical Analysis Upon completion of the recommended inspection effort, combining the verified material results with other characteristics of those parcels (e.g., age of home, neighborhood,water testing, etc.) allows BlueConduit to calculate the probability of finding an LSL at locations with unknown materials on both the public and private side of the service line. BlueConduit will use this analysis to estimate the number of service lines (including goosenecks) with lead and any other type of hazardous materials, as well as for understanding which areas are more likely to have LSL's. BlueConduit will use these methods to generate the probability of having a lead service line on the private side of the service line, the public side, and the joint probability. The predictions can be provided at different levels of detail as needed by the • System-Wide Level A service-wide estimate can be used to estimate the total number of lead service lines, develop annual capital and operating budgets, request funding and communicate this to customers. • Neighborhood Level If there are indicated lead service lines, neighborhood-by-neighborhood information is ideal for prioritizing resources across the service area.Additionally,this information can be used to develop a public health communication strategy and, potentially, a"Filter Distribution Program." • Water main or block-level Shows the highest likelihood of lead service lines by water main.The Utility can coordinate service line replacement work with other planned infrastructure/asset management work to optimize spending and reduce overall community disruption. The predictive modeling process is most effective when taking an iterative approach, as recommended by the EPA. Each time the verifies service line material through its regular operations,that data will be integrated to update the predictive model and refine the predictions. Leveraging the statistical model's machine learning nature,the model can improve over time with additional data. Several iterations of the model will be generated throughout the project before recommendations are made for material classifications as outlined in Step 6. Demonstrating the Absence of Lead Statistical Analysis Project Plan Conduit 9 If the preliminary inventory data and representative field investigations reveal zero lead - (no lead service lines, no galvanized service lines requiring replacement, or no lead goosenecks) -the remaining unknown service lines will have a very low probability of being lead. It is not possible to "prove"with 100% certainty that there are no lead service lines in a water system without digging up and visually inspecting every single length of every single service line. Water systems and regulators alike recognize that 100% physical verification is not feasible from a time or cost perspective.This is where BlueConduit's statistical analysis approach provides significant value and is the most efficient, scientific alternative to putting eyes on every single pipe, allowing water systems to appropriately allocate resources and funding. If there is zero lead and/or other hazardous material found in the distribution system after a representative sample has been investigated, this is obviously a good problem to have. At this juncture, in addition to providing the likelihood of the non-lead material type (copper, pvc etc.) - BlueConduit can provide statistical analysis documentation to demonstrate the absence or minimal presence of lead across the . For example, a statement such as "We are N% confident that fewer than x%/x#of lead service lines are present within the system"can be made and statistically justified.These calculations will be based on the desired level of confidence and the number of service lines physically verified with no lead. Step 5: Results and Documentation Utilizing Results to Classify Service Line Materials in LSLI At the conclusion of the project or prior to the October 2024 LCRR deadline for LSLI submission, BlueConduit will provide guidance to the water system with evaluating the results and will make recommendations for classifying unknown service line materials accordingly.The proposed material classifications can be submitted to CWB-DDW at that time for approval, if desired. • If lead service laterals and/or galvanized lines requiring replacement are found to be absent through data review and representative field investigations, our no-lead statistical conclusion will be utilized to classify all remaining unknown service lines as non-lead. • If lead service laterals and/or galvanized lines requiring replacement are found to be present during data review and representative field investigations, the below threshold approach will be implemented. To determine which service lines to count as lead or non-lead in the inventory, a threshold can be chosen at a point so that all SLs with lead likelihood greater than this point are considered likely to be in one category(e.g., "lead," "require physical inspection due to high likelihood of lead"). In this example below,the threshold point approach, as provided by the New Jersey DEP (which they call "inflection" point),would suggest that any property with a likelihood of lead greater than 70% (red line) should be included in the inventory as an LSL. Statistical Analysis Project Plan Conduit 10 60.00o No 41 50.000 v a0,a0o LSL Requires Further Investigatlon 0 3o.coo E20,000 i to,0o0 ' likelihood of lead Source.NJDEPGuidance for Utilaine Predictive Modeling to Identify Lead Service Lines for Inventory Development Similarly, another threshold can be established forthe lower end of the range of likelihood of lead.That lowerthreshold can be chosen so that all SLs with lead likelihood less than this point are considered to be in a different category (e.g., "not lead," "not requiring physical inspection due to low likelihood of lead").A water system may choose to saythat all SLs with lead likelihood less than 10%can be considered to not have lead forthe purposes of their inventory. This lower threshold may be of particular value for the water system,so they can consider service lines as non-lead for inventory purposes when the SL's lead likelihood is below a threshold.The decision of where to set the threshold for determining which properties to identify as served by a lead or non-lead service line in the inventory will be thoroughly explained and defended in BlueConduit's reports about statistical analysis and service line predictive modeling and is subject to final CWB-DDW approval. -recognizes that CWB-DDW may request additional physical verification after a review of the statistical analysis report and findings, including possible excavation of additional service lines. Even when there is a low likelihood of a property having lead (e.g., 99%chance that a service line is non-lead),there remains a small chance that the property will have lead (e.g., 1%chance of lead). -expects the lead service line inventory to remain a living and evolving data set as future field inspections and potential replacements are completed. In accordance with LCRR, if after a service line classified as non-lead based on the results of statistical analysis is eventually found to be lead in the field,the classification of the material will be adjusted accordingly in the inventory and proper notification and remediation steps will be taken. Statistical Analysis Project Summary Report for CWB-DDW At the end of the project or prior to the October 2024 LSLI submission deadline, BlueConduit will prepare a comprehensive statistical analysis report to be submitted to CWB-DDW for final review and approval which will include: I Statistical Analysis Project Plan J Blue Conduit 11 (1) How the analysis/model for the water system was performed, evaluated, and assessed for reliability (2)The results of the investigation and analysis (i.e., likelihood of each property having lead or non-lead) (3) Evidence demonstrating representative field investigation (4) How the results were utilized to inform the prioritization of properties for service line investigation/replacement and/or to develop the inventory and classify material types. Statistical Analysis Project Plan Conduit 12 Appendix A: Michigan EGLE Guidance: Minimum Number of Service Lines Requiring Physical Verification B: State-Guidance References C: Measures of Accuracy, Reliability and Confidence Statistical Analysis Project Plan .Conduit 13 Appendix A Source Document: Michigan EGLE - MINIMUM SERVICE LINE MATERIAL VERIFICATION REQUIREMENTS Minimum Number of Service Lines Requiring Physical Verification (p.6) Number of"Unknown"Service Number to Physically Lines" Verify Fewer than 1,500 20%of"unknown" lines 1,500 306 1,600 310 1,700 314 1,800 317 1,900 320 2,000 322 2,200 327 2,400 331 2,600 335 2,900 339 3,000 341 3,500 346 4,000 351 4,500 354 5,000 357 5,000 361 7,000 364 8,000 357 9,000 368 10,000 370 15,000 375 20,0D0 377 30,0D0 379 40,000 381 50,000 382 90,0DD 383 225,000 or mare 384 *For the purposes of the physical verification process,this represents the number of service lines that do NOT meet the criteria for"known"service lines described in Step 2 of this document. If the number of"unknowns"falls between two values on the chart, BlueConduit will either interpolate or round up to the higher number when creating the final recommended inspection list. Statistical Analysis Project Plan .Conduit 14 Appendix B The method outlined in this plan is grounded in the academic literature for how to use data science to inventory and locate lead service lines. It draws upon recognized best practices from regulators and policy makers on how to adapt that research for the purpose of service line inventory requirements required by LCRR. • ActiveRemediation:The Search for Lead Pipes in Flint, Michigan • Getting the Lead Out: Data Science and Water Service Lines in Flint • Principles of Data Science for Service Line Inventory and Replacement Programs,Association of State Drinking Water Administrators • Michigan EGLE guidance on the use of statistical methods for developing service line inventory • Complete Distribution System Materials Inventory(CDSMI) Overview • Minimum Service Line Materials Verification Requirements • Complete Distribution System Materials Inventory(CDSMI), Evaluating Minimum Service Line Materials Verification Data • Oregon Health Authority o Statistical Guidance for Evaluating Unknown Service Lines • Virginia Department of Health, Office of Drinking Water o Guidance for Statistical Methods and Predictive Modeling • Maryland Department of the Environment o MDE LCRR Service Line Inventory Guidance Statistical Analysis Project Plan .Conduit 15 Appendix C Measures of Model Accuracy and Reliability When Lead is Present In order to demonstrate the accuracy and predictive power of a model,we employ a standard evaluation process called cross-validation. First, we split the verified material data into multiple training and testing sets.We train a model on a training set, withholding the corresponding test set data. Then we predict material types on the test set, and measure the accuracy of the prediction. "Training Set" D "Testing Set" There are several different measurements of accuracy of a prediction: 1. Accuracy. The accuracy of a model is the number of correct (True and False) predictions divided by the number of total predictions. 2. AUROC (Area Under Receiver Operator Characteristic). AUROC has an extensive technical definition. However, it can be understood as a measure of the discriminatory power of a model. It gives the probability that, given a home with a lead service line and a home with a copper service line,the model will correctly distinguish which is which. AUROC scores range from 0.5 to 1.0 3. Precision. The precision of a model is the hit-rate, or the number of correct "True" predictions divided by the total number of"True" predictions. If I predict that 10 homes have lead service lines and only 8 are confirmed to be lead and the other 2 not,then the precision is 0.8 or 80%. 4. Recall. The recall of a model measures how much of your target you actually find. It is defined as the number of True Positives divided by the number of True Positives and False Negatives. If a system has 100 service lines, and 25 of them are lead and I find 20 of them, then my recall is 20/25 = 0.8 or 80%. 5. Calibration Plots. Calibration plots are a visual tool to assess the agreement between predictions and observations in different percentiles of the predicted values. They give insight into model uncertainty,which can be later communicated or used in further processing of the model outputs.These plots are vital for ensuring high accuracy predictive models. Accuracy is one such metric that indicates how often the model correctly identifies the material it is looking for. However, accuracy alone should not be considered definitive since it does not account for the possibility of lead pipes being overlooked. A plot or chart of accuracy could tell a misleading story about the model's overall performance on its own.A model that performs well on all of the other metrics described here will also be a highly accurate model. Statistical Analysis Project Plan .Conduit 16 Statistical Confidence Levels When Lead is Absent What can be concluded from a lead-free representative sample of service lines? About[Ph'at Can We Say Lines is Lead-Free? Size of Representative Estimated Upper Bound of the Sample of Unknown SLs Confidence Proportion of LSLs out of all All Found to Have No Lead Level Unknown SLs 50 90% 4.6% 100 90% 2.3% 200 90% 1.2% 300 90% 0.8% 400 90% 0.6% Soo 90% 0.5% so 95% 6.0% 100 95% 3.0% 200 95% 1.5% 300 95% 1.0% 400 95% 0.8% Soo 95% 0.6% so 99% 9.2% 100 99% 4.6% 200 99% 2.3% 300 99% 1.5% 400 99% 1.2% 500 99% 0.9% 1 Statistical Analysis Project Plan J BlueConduit 17