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HomeMy WebLinkAbout03-07-2012 Operations Committee Agenda Packet Orange County Sanitation District Wednesday, March 7, 2012 Regular Meeting of the 5:00 P.M. Operations Committee _ Administration Building Board Room 10844 Ellis Avenue Fountain Valley, CA 92708 (714) 593-7130 AGENDA PLEDGE OF ALLEGIANCE: DECLARATION OF QUORUM: PUBLIC COMMENTS: If you wish to speak,please complete a Speaker's Form and give it to the Clerk of the Board. Speakers are requested to limit comments to three minutes. REPORTS: The Committee Chairand the General Managermaypresent verbalreports on miscellaneous matters ofgenerel interest to the Committee Members. These reports are forinformation only and require no action by the Committee. CONSENT CALENDAR: 1. Approve Minutes of February 1, 2012, Operations Committee meeting. 2. A. Authorize purchases of maintenance tools and supplies from W.W. Grainger, Inc., for a total amount not to exceed $200,000, in accordance with Resolution No. OCSD 07-04, Section 3.08: Cooperative Procurement; and B. Approve a contingency of$20,000 (10%). 3. Recommend to the Board of Directors to: Approve the Sewer System Management Plan Update Volume I and II prepared by staff dated March 28, 2012. 03/07/12 Operations Committee Agenda Page 1 of 2 NON CONSENT: 4. Recommend to the Board of Directors to: Approve a Professional Services Agreement with Jacobs Project Management Company for Supplemental Engineering and Support Staff Services, Specification PSA2011-510, in an amount not to exceed $11,700,000 for the period of May 1, 2012 through June 30, 2015, with two one-year renewal options. DEPARTMENT HEAD REPORT: ( CIP PROJECTS UPDATE OTHER BUSINESS AND COMMUNICATIONS OR SUPPLEMENTAL AGENDA ITEMS, IF ANY: ADJOURNMENT: The next Operations Committee meeting is scheduled for Wednesday, April 4, 2012, at 5:00 p.m. Accommodations for the Disabled: Meeting Rooms are wheelchair accessible. If you require any special disability related accommodations, please contact the Orange County Sanitation District Clerk of the Board's office at (714)593-7130 at least 72 hours prior to the scheduled meeting. Requests must specify the nature of the disability and the type of accommodation requested. Agenda Postina: In accordance with the requirements of California Government Code Section 54954.2,this agenda has been posted outside the main gate of the Sanitation District's Administration Building located at 10844 Ellis Avenue, Fountain Valley,California,not less than 72 hours prior to the meeting date and time above. All public records relating to each agenda item,including any public records distributed less than 72 hours prior to the meeting to all,or majority of the Board of Directors,are available for public inspection in the office of the Clerk of the Board. NOTICE TO DIRECTORS: To place items on the agenda for the Committee Meeting,items must be submitted to the Clerk of the Board 14 days before the meeting. Made E.Ayala Clerk of the Board (714)593-7130 mavalaCa�ocsd.com For any questions on the agenda, Committee members may contact staff at: General Manager Jim Ruth (714)593-7110 imth[/Docsd.com Assistant General Manager Bob Ghirelli (714)593-7400 rehirelliaowd.com Assistant General Manager Jim Herberg (714)593-7300 iherbem(ctocsd.com Director of Facility Support Services Nick Amontes (714)593-7210 namontesGPocsd.com Director of Operations&Maintenance Ed Torres 714 593-7080 etomes ocsd.com 03/07/12 Operations Committee Agenda Page 2 of 2 OPERATIONS COMMITTEE NeedngDate I To ad.of Di, 03,07,12 AGENDA REPORT Item Number Item Number z Orange County Sanitation District FROM: James D. Ruth, General Manager Originator: Ed Torres, Director of Operations and Maintenance SUBJECT: COOPERATIVE PROCURMENT WITH W.W. GRAINGER GENERAL MANAGER'S RECOMMENDATION A. Authorize purchases of maintenance tools and supplies from W.W. Grainger, Inc., for a total amount not to exceed $200,000, in accordance with Resolution No. OCSD 07-04, Section 3.08: Cooperative Procurement; and B. Approve a contingency of$20,000 (10%). SUMMARY In order to properly maintain and repair Orange County Sanitation District (OCSD) facilities the Operations and Maintenance and Facilities Support Services departments have a need to purchase parts and supplies. Many of these parts and materials are a onetime purchase or are purchased so infrequently that it is not appropriate to stock them in the OCSD's warehouse. OCSD wishes to select W.W. Grainger, Inc. as the primary provider of Facilities Maintenance, Lighting Products, Industrial Supplies and Tools due to W.W. Grainger's Western States Contracting Alliance (WSCA) contract pricing, breadth of product offerings, availability and the ease of their online ordering system. Purchasing parts and materials from W.W. Grainger is not new to OCSD and until the current fiscal year the yearly purchase amounts have been below $100,000 as OCSD used other resources that provided similar parts and materials. W.W. Grainger has changed the online ordering process that has resulted in a more effective and efficient process for ordering parts and materials. This combined with the WSCA contract pricing has resulted in an increase in purchasing parts and materials from W.W. Grainger. PRIOR COMMITTEE/BOARD ACTIONS None ADDITIONAL INFORMATION The Western States Contracting Alliance (WSCA) agreements are available to all State of Califomia govemmental entities (State agencies, cities, counties, special districts, school districts, universities, etc.) that expend public funds for the acquisition of both goods and services. Page 1 of 2 The State of California purchases a wide variety of goods and services ranging from pencils to temporary labor. Annual purchases total almost $10 billion. The Procurement Division (PD) is the central purchasing authority for all State departments and local government agencies. With a massive marketplace and billions of dollars in purchasing power they are able to offer a lower procurement cost to California's State, county, city, special district, education and other government entities through their Leveraged Procurement Agreements (LPAs). LPAs allow entities/agencies to buy directly from suppliers through existing contracts and agreements. One of the LPA's that the state offers to California governmental agencies is the Western State Contracting Alliance (WSCA) for Commodities, IT Goods & Services, and Telecommunication Goods and Services. Prior parts and material services have been divided between W.W. Grainger and McMaster Carr. Below are the past two (2) fiscal year expenditures which have provided the bases for requesting the annual purchase amount not to exceed $200,000. Many of the purchases that were made through McMaster Carr are now being made because of W.W. Grainger's WSCA contract pricing and streamlined online ordering system. Corn an Name FY2009-2010 FY2010.2011 W.W. Grain er $92,850 $105,022 McMaster Carr $99,869 $97,904 Fiscal Year Total $192,719 $202,926 CEQA N/A BUDGET/ DELEGATION OF AUTHORITY COMPLIANCE This request complies with authority levels of the Sanitation District's Delegation of Authority. The items purchased through the process are budgeted in the yearly Joint Operating Budget for each division. Page 2 of 2 OPERATIONS COMMITTEE Meeting Date TOBd 011Di,. 03/07/12 03/28/12 AGENDA REPORT Item Number Item Number 3 Orange County Sanitation District FROM: James D. Ruth, General Manager Originator: Nick Arhontes, P.E., Director of Facilities Support Services Systems Manager: Mark Esquer, P.E., Facilities Support Services Project Manager: Carla Dillon, P.E., Facilities Support Services SUBJECT: Sewer System Management Plan Update GENERAL MANAGER'S RECOMMENDATION Approve the Sewer System Management Plan Update Volume I and II prepared by staff dated March 28, 2012. SUMMARY On May 2, 2006, the State Water Resources Control Board (SWRCB) issued Order No. 2006-0003-DWQ, Statewide General Waste Discharge Requirements (WDR) for Sanitary Sewer Systems. The Order required all public agencies owning more than one mile in length of sanitary sewers to apply for coverage under the general WDR no later than November 2, 2006 and to develop and implement a Sewer System Management Plan (SSMP) in accordance with the requirements and deadlines stipulated in the Order. OCSD has complied with the Order and created the SSMP that helps ensure that OCSD's collections system provides consistently reliable services and protects our local beaches by minimizing sanitary sewer overflows. In the event of an overflow, the SSMP contains detailed response, containment, and reporting procedures. OCSD has a team of 22 intemal stakeholders from all departments who meet on a quarterly basis to discuss and implement updates with compliance regulations, conformance, and other improvements to the SSMP. This provides an integrated approach to managing our assets. The Order requires biannual internal audits of the SSMP. The most recent consultant supported staff driven audit was completed in October 2010. Results of the audit identified 38 strengths and implementation accomplishments and 34 areas of improvement. The improvements have been incorporated, as a staff-driven project, in the revised draft of the SSMP. These changes in our written plan help to further clarify roles and responsibilities and explain how we do our business. No increases in staffing are needed and we continue to outsource many areas of our programs under staff oversight. Levels of service remain the same. Budgets to accomplish our work are reviewed annually. OCSD's approach to compliance and all documents are shared with our member cities and agencies to assist them with their SSMPs. Page 1 of 3 The revised draft SSMP was made available for public review and comments as required by the Order. An informational article on the SSMP and a survey were featured on OCSD's homepage spotlight from January 17 through February 6, 2012. Notifications were also sent to OCSD's E-zine (electronic newsletter), Facebook, and Twitter subscribers to solicit comments. Additional announcements were made at the January General WDR Committee (comprised of member cities and sewering agencies) and OCSD Board meetings. The public comments received have been noted and no substantial changes were needed. The final SSMP is now ready to be approved by the Board of Directors as required by the Order. A copy of the SSMP Volume I and II is available at the Board meeting. Once approved, the final SSMP will be available to the public on OCSD's website. PRIOR COMMITTEE/BOARD ACTIONS On May 20, 2009, the Board of Directors approved the Sewer System Management Plan dated May 1, 2009. On October 22, 2008, the Board of Directors received and filed the SSMP Compliance Status Report dated September 24, 2008. On July 18, 2007, the Board of Directors approved the SSMP Development Plan and Schedule. On October 25, 2006, the Board of Directors approved the development and implementation of a compliance program with the Sanitary Sewer System WDR Order. ADDITIONAL INFORMATION The SSMP has been updated to address many of the audit findings and recommendations, as well as modifications to reflect OCSD's current organizational practices and structure. The SSMP also serves as a strategic plan for the collection system. The SSMP Volume I and II is available electronically on OCSD's website for the Board's review. Highlights of some of the updates include: A. Expanded description of the Renewal and Replacement Process (Chapter 5 and Appendix J), B. Revised Asset Management Improvement Program (Appendix H), C. Presentation of a concise program organization (Chapter 3 and Appendix C), D. Further explanation of the Fats, Oil, and Grease Program, and the relationship with member cities and agencies tributary to OCSD including SAWPA (Chapter 8 and Appendices G2 and G3), E. Addition of procedures related to sewer maps and data maintenance (Appendices K1, K2, and K3), F. The addition of several methods to calculate sewer spills (Appendix R), G. Added language on program monitoring and measurement (Chapter 10), Page 2 of 3 H. Clarification of the requirements of the auditor and timing of the next audit (Chapter 11 and Appendices X1 and X2), I. Updates to the communication process due to changes in OCSD's website (Chapter 12 and Appendix V), and J. Inclusion of audit closeout memo (Appendix Y). January 17 through February 6, 2012, the revised SSMP was made available for public comment through OCSD's website, Facebook, and other social media sites. During the posting period we received 12,195 visits to the website. Over 600 people were invited to participate in the survey. Two official survey responses were received, one from a member of the State Water Resources Control Board and the other from a staff member at a local public works agency. Feedback included some updates to contact information and general positive comments on details of reporting procedures. OCSD is one of the few agencies in the state to conduct a self-audit, modify its SSMP, and conduct a public comments process at this time. Prior to the May 2, 2006, the California Regional Water Quality Control Board, Region 8, issued Order No. R8-2002-0014 entitled "General Waste Discharge Requirements for Sewage Collection Agencies in Orange County within the Santa Ana Region' in 2002. That Order, now rescinded, required a Sewer System Management Plan which OCSD produced on September 30, 2005. Order No. R8-2002-0014 was the first WDR to be implemented in the State and was specific to OCSD and its satellite system. The new Order No. 2006-0003-DWQ is a state-wide Order. The state continues to propose changes in the Order, and should these occur, we will review and update our SSMP as needed. No other states in the nation have a state-wide Order similar to California as yet. CEQA N/A BUDGET / DELEGATION OF AUTHORITY COMPLIANCE N/A ATTACHMENTS The SSMP Volume I and II is available for viewing under the complete published Agenda Package for the 03/07/2012 Operations Committee Meeting at the following link: http://www.ocsd.com/index.aspx?pane=193&recordid=443 Page 3 of 3 SEWER SYSTEM MANAGEMENT PLAN for Orange County Sanitation District Volume II Updated March 28, 2012 JN, 0i'repared b ORANGE COUNTY SANITATION DISTRICT 10844 Err.Is AVENUE F TAIN VALLEY,CA 9 7 8 HE APPENDIX LIST & OWNER FOR VOLUME 11 -2011 AUDIT UPDATE App. Document Title Owner Updated A Order (SWRCB Order No. 2006-0003 DWQ) Carrillo 05/02/06 B Monitoring and Reporting Requirements (MRP 2006-0003 DWQ) Carrillo 05/02/06 C SSMP Organization Dillon 12/15/11 D reserved for future use -------- --- E1 Ordinance No. OCSD-25 (FOG Control /FSEs) Seiler 09/30/05 E2 Ordinance No. OCSD-39 (Wastewater Discharge Regulations) Seiler 09/23/09 E3 Resolution No. OCSD-05-04 (FOG Program Fees) Seiler 09/30/05 F FOG Source Control Program and Enforcement Management Seiler 09/30/05 System G11 I FOG Control Program Seiler 09/30/05 G2 OCHCA inspection agreement Seiler 01/10/06 G3 Orange County FOG Program Survey and Contact List Seiler 04/28/11 H Asset Management Improvement Program Burror 11/05/11 11 Preventative Maintenance Program Cassidy 11/30/11 12 Collection Facilities O&M Vehicle Inventory Cassidy 11/30/11 J CIP Renewal and Replacement Process Burror 05/25/11 K7 Facility Model Maintenance Management Plan Rulison 01/25/10 K2 Sewer Atlas Maintenance Rulison 02/03/10 K3 Field Discrepancy Form Rulison 12/01/08 L reserved for future use ------ --- M Capacity Evaluation Plan Burror 04/15/11 N reserved for future use O reserved for future use ------ --- P1 SSO Response Flow Chart Carrillo 05/20/09 P2 Appendix EC Sanitary Sewer Overflow SOP Carrillo 02/10/11 P3 Appendix SSO Notification Procedures Carrillo 02/10/11 O SSO Emergency Response Plan Cassidy 12/19/11 R SSO Simulation and Calculation Training Cassidy 11/17/11 S Risk Management Program Kleinman New T reserved for future use -------- ------ U CIP Budget Process Information Burror 11/07/11 V Sample Screen from OCSD Website Hellebrand 12/15/11 W reserved for future use X1 OCSD Environmental Auditing Program Procedures Manual Farmer 12/2011 X2 OCSD Internal Audit Finding Forms Farmer 12/2011 Y SSMP Closeout Report for October 17, 2010 Audit Dillon 12/15/11 H:\dept\fss\...\2012 SSMP Audit UPDATE\...\Vol H TOC Maz h 2012 APPENDIX A State Water Resources Control Board (SWRCB) Order No 2006-0003-DWQ Statewide General Waste Discharge Requirements for Sanitary Sewer Systems STATE WATER RESOURCES CONTROL BOARD ORDER NO. 2006-0003-DWQ STATEWIDE GENERAL WASTE DISCHARGE REQUIREMENTS FOR SANITARY SEWER SYSTEMS The State Water Resources Control Board, hereinafter referred to as "State Water Board", finds that: 1. All federal and state agencies, municipalities, counties, districts, and other public entities that own or operate sanitary sewer systems greater than one mile in length that collect and/or convey untreated or partially treated wastewater to a publicly owned treatment facility in the State of California are required to comply with the terms of this Order. Such entities are hereinafter referred to as "Enrollees". 2. Sanitary sewer overflows (SSOs) are overflows from sanitary sewer systems of domestic wastewater, as well as industrial and commercial wastewater, depending on the pattern of land uses in the area served by the sanitary sewer system. SSOs often contain high levels of suspended solids, pathogenic organisms, toxic pollutants, nutrients, oxygen-demanding organic compounds, oil and grease and other pollutants. SSOs may cause a public nuisance, particularly when raw untreated wastewater is discharged to areas with high public exposure, such as streets or surface waters used for drinking, fishing, or body contact recreation. SSOs may pollute surface or ground waters, threaten public health, adversely affect aquatic life, and impair the recreational use and aesthetic enjoyment of surface waters. 3. Sanitary sewer systems experience periodic failures resulting in discharges that may affect waters of the state. There are many factors (including factors related to geology, design, construction methods and materials, age of the system, population growth, and system operation and maintenance), which affect the likelihood of an SSO. A proactive approach that requires Enrollees to ensure a system-wide operation, maintenance, and management plan is in place will reduce the number and frequency of SSOs within the state. This approach will in turn decrease the risk to human health and the environment caused by SSOs. 4. Major causes of SSOs include: grease blockages, root blockages, sewer line flood damage, manhole structure failures, vandalism, pump station mechanical failures, power outages, excessive storm or ground water inflow/infiltration, debris blockages, sanitary sewer system age and construction material failures, lack of proper operation and maintenance, insufficient capacity and contractor- caused damages. Many SSOs are preventable with adequate and appropriate facilities, source control measures and operation and maintenance of the sanitary sewer system. State Water Resources Control Board Order No. 2006-0003-DWQ Page 2 of 20 Statewide General WDR For Wastewater Collection Agencies 512106 SEWER SYSTEM MANAGEMENT PLANS 5. To facilitate proper funding and management of sanitary sewer systems, each Enrollee must develop and implement a system-specific Sewer System Management Plan (SSMP). To be effective, SSMPs must include provisions to provide proper and efficient management, operation, and maintenance of sanitary sewer systems, while taking into consideration risk management and cost benefit analysis. Additionally, an SSMP must contain a spill response plan that establishes standard procedures for immediate response to an SSO in a manner designed to minimize water quality impacts and potential nuisance conditions. 6. Many local public agencies in California have already developed SSMPs and implemented measures to reduce SSOs. These entities can build upon their existing efforts to establish a comprehensive SSMP consistent with this Order. Others, however, still require technical assistance and, in some cases, funding to improve sanitary sewer system operation and maintenance in order to reduce SSOs. 7. SSMP certification by technically qualified and experienced persons can provide a useful and cost-effective means for ensuring that SSMPs are developed and implemented appropriately. 8. It is the State Water Board's intent to gather additional information on the causes and sources of SSOs to augment existing information and to determine the full extent of SSOs and consequent public health and/or environmental impacts occurring in the State. 9. Both uniform SSO reporting and a centralized statewide electronic database are needed to collect information to allow the State Water Board and Regional Water Quality Control Boards (Regional Water Boards)to effectively analyze the extent of SSOs statewide and their potential impacts on beneficial uses and public health. The monitoring and reporting program required by this Order and the attached Monitoring and Reporting Program No. 2006-0003-DWQ, are necessary to assure compliance with these waste discharge requirements (WDRs). 10.Information regarding SSOs must be provided to Regional Water Boards and other regulatory agencies in a timely manner and be made available to the public in a complete, concise, and timely fashion. 11.Some Regional Water Boards have issued WDRs or WDRs that serve as National Pollution Discharge Elimination System (NPDES) permits to sanitary sewer system owners/operators within their jurisdictions. This Order establishes minimum requirements to prevent SSOs. Although it is the State Water Board's intent that this Order be the primary regulatory mechanism for sanitary sewer systems statewide, Regional Water Boards may issue more stringent or more State Water Resources Control Board Order No. 2006-0003-DWQ Page 3 of 20 Statewide General WDR For Wastewater Collection Agencies 512106 prescriptive WDRs for sanitary sewer systems. Upon issuance or reissuance of a Regional Water Board's WDRs for a system subject to this Order, the Regional Water Board shall coordinate its requirements with stated requirements within this Order, to identify requirements that are more stringent, to remove requirements that are less stringent than this Order, and to provide consistency in reporting. REGULATORY CONSIDERATIONS 12. California Water Code section 13263 provides that the State Water Board may prescribe general WDRs for a category of discharges if the State Water Board finds or determines that: • The discharges are produced by the same or similar operations; • The discharges involve the same or similar types of waste; • The discharges require the same or similar treatment standards; and • The discharges are more appropriately regulated under general discharge requirements than individual discharge requirements. This Order establishes requirements for a class of operations, facilities, and discharges that are similar throughout the state. 13.The issuance of general WDRs to the Enrollees will: a) Reduce the administrative burden of issuing individual WDRs to each Enrollee; b) Provide for a unified statewide approach for the reporting and database tracking of SSOs; c) Establish consistent and uniform requirements for SSMP development and implementation; d) Provide statewide consistency in reporting; and e) Facilitate consistent enforcement for violations. 14.The beneficial uses of surface waters that can be impaired by SSOs include, but are not limited to, aquatic life, drinking water supply, body contact and non- contact recreation, and aesthetics. The beneficial uses of ground water that can be impaired include, but are not limited to, drinking water and agricultural supply. Surface and ground waters throughout the state support these uses to varying degrees. 15.The implementation of requirements set forth in this Order will ensure the reasonable protection of past, present, and probable future beneficial uses of water and the prevention of nuisance. The requirements implement the water quality control plans (Basin Plans)for each region and take into account the environmental characteristics of hydrographic units within the state. Additionally, the State Water Board has considered water quality conditions that could reasonably be achieved through the coordinated control of all factors that affect State Water Resources Control Board Order No. 2006-0003-DWQ Page 4 of 20 Statewide General WDR For Wastewater Collection Agencies 512106 water quality in the area, costs associated with compliance with these requirements, the need for developing housing within California, and the need to develop and use recycled water. 16.The Federal Clean Water Act largely prohibits any discharge of pollutants from a point source to waters of the United States except as authorized under an NPDES permit. In general, any point source discharge of sewage effluent to waters of the United States must comply with technology-based, secondary treatment standards, at a minimum, and any more stringent requirements necessary to meet applicable water quality standards and other requirements. Hence, the unpermitted discharge of wastewater from a sanitary sewer system to waters of the United States is illegal under the Clean Water Act. In addition, many Basin Plans adopted by the Regional Water Boards contain discharge prohibitions that apply to the discharge of untreated or partially treated wastewater. Finally, the California Water Code generally prohibits the discharge of waste to land prior to the filing of any required report of waste discharge and the subsequent issuance of either WDRs or a waiver of WDRs. 17.California Water Code section 13263 requires a water board to, after any necessary hearing, prescribe requirements as to the nature of any proposed discharge, existing discharge, or material change in an existing discharge. The requirements shall, among other things, take into consideration the need to prevent nuisance. 18.California Water Code section 13050, subdivision (m), defines nuisance as anything which meets all of the following requirements: a. Is injurious to health, or is indecent or offensive to the senses, or an obstruction to the free use of property, so as to interfere with the comfortable enjoyment of life or property. b. Affects at the same time an entire community or neighborhood, or any considerable number of persons, although the extent of the annoyance or damage inflicted upon individuals may be unequal. c. Occurs during, or as a result of, the treatment or disposal of wastes. 19.This Order is consistent with State Water Board Resolution No. 68-16 (Statement of Policy with Respect to Maintaining High Quality of Waters in California) in that the Order imposes conditions to prevent impacts to water quality, does not allow the degradation of water quality, will not unreasonably affect beneficial uses of water, and will not result in water quality less than prescribed in State Water Board or Regional Water Board plans and policies. 20.The action to adopt this General Order is exempt from the California Environmental Quality Act (Public Resources Code §21000 at seq.) because it is an action taken by a regulatory agency to assure the protection of the environment and the regulatory process involves procedures for protection of the environment. (Cal. Code Regs., tit. 14, §15308). In addition, the action to adopt State Water Resources Control Board Order No. 2006-0003-DWQ Page 5 of 20 Statewide General WDR For Wastewater Collection Agencies 512106 this Order is exempt from CEQA pursuant to Cal.Code Regs., title 14, §15301 to the extent that it applies to existing sanitary sewer collection systems that constitute "existing facilities" as that term is used in Section 15301, and §15302, to the extent that it results in the repair or replacement of existing systems involving negligible or no expansion of capacity. 21.The Fact Sheet, which is incorporated by reference in the Order, contains supplemental information that was also considered in establishing these requirements. 22.The State Water Board has notified all affected public agencies and all known interested persons of the intent to prescribe general WDRs that require Enrollees to develop SSMPs and to report all SSOs. 23.The State Water Board conducted a public hearing on February 8, 2006, to receive oral and written comments on the draft order. The State Water Board received and considered, at its May 2, 2006, meeting, additional public comments on substantial changes made to the proposed general WDRs following the February 8, 2006, public hearing. The State Water Board has considered all comments pertaining to the proposed general WDRs. IT IS HEREBY ORDERED, that pursuant to California Water Code section 13263, the Enrollees, their agents, successors, and assigns, in order to meet the provisions contained in Division 7 of the California Water Code and regulations adopted hereunder, shall comply with the following: A. DEFINITIONS 1. Sanitary sewer overflow (SSO) - Any overflow, spill, release, discharge or diversion of untreated or partially treated wastewater from a sanitary sewer system. SSOs include: (i) Overflows or releases of untreated or partially treated wastewater that reach waters of the United States; (ii) Overflows or releases of untreated or partially treated wastewater that do not reach waters of the United States; and (iii)Wastewater backups into buildings and on private property that are caused by blockages or flow conditions within the publicly owned portion of a sanitary sewer system. 2. Sanitary sewer system —Any system of pipes, pump stations, sewer lines, or other conveyances, upstream of a wastewater treatment plant headworks used to collect and convey wastewater to the publicly owned treatment facility. Temporary storage and conveyance facilities (such as vaults, temporary piping, construction trenches, wet wells, impoundments, tanks, etc.) are considered to be part of the sanitary sewer system, and discharges into these temporary storage facilities are not considered to be SSOs. State Water Resources Control Board Order No. 2006-0003-DWQ Page 6 of 20 Statewide General WDR For Wastewater Collection Agencies 5/2/06 For purposes of this Order, sanitary sewer systems include only those systems owned by public agencies that are comprised of more than one mile of pipes or sewer lines. 3. Enrollee -A federal or state agency, municipality, county, district, and other public entity that owns or operates a sanitary sewer system, as defined in the general WDRs, and that has submitted a complete and approved application for coverage under this Order. 4. SSO Reporting System — Online spill reporting system that is hosted, controlled, and maintained by the State Water Board. The web address for this site is http://ciwgs.waterboards.ca.gov. This online database is maintained on a secure site and is controlled by unique usernames and passwords. 5. Untreated or partially treated wastewater—Any volume of waste discharged from the sanitary sewer system upstream of a wastewater treatment plant headworks. 6. Satellite collection system —The portion, if any, of a sanitary sewer system owned or operated by a different public agency than the agency that owns and operates the wastewater treatment facility to which the sanitary sewer system is tributary. 7. Nuisance - California Water Code section 13050, subdivision (m), defines nuisance as anything which meets all of the following requirements: a. Is injurious to health, or is indecent or offensive to the senses, or an obstruction to the free use of property, so as to interfere with the comfortable enjoyment of life or property. b. Affects at the same time an entire community or neighborhood, or any considerable number of persons, although the extent of the annoyance or damage inflicted upon individuals may be unequal. c. Occurs during, or as a result of, the treatment or disposal of wastes. B. APPLICATION REQUIREMENTS 1. Deadlines for Application —All public agencies that currently own or operate sanitary sewer systems within the State of California must apply for coverage under the general WDRs within six (6) months of the date of adoption of the general WDRs. Additionally, public agencies that acquire or assume responsibility for operating sanitary sewer systems after the date of adoption of this Order must apply for coverage under the general WDRs at least three (3) months prior to operation of those facilities. 2. Applications under the general WDRs— In order to apply for coverage pursuant to the general WDRs, a legally authorized representative for each agency must submit a complete application package. Within sixty (60) days of adoption of the general WDRs, State Water Board staff will send specific instructions on how to State Water Resources Control Board Order No. 2006-0003-DWQ Page 7 of 20 Statewide General WDR For Wastewater Collection Agencies 512106 apply for coverage under the general WDRs to all known public agencies that own sanitary sewer systems. Agencies that do not receive notice may obtain applications and instructions online on the Water Board's website. 3. Coverage under the general WDRs — Permit coverage will be in effect once a complete application package has been submitted and approved by the State Water Board's Division of Water Quality. C. PROHIBITIONS 1. Any SSO that results in a discharge of untreated or partially treated wastewater to waters of the United States is prohibited. 2. Any SSO that results in a discharge of untreated or partially treated wastewater that creates a nuisance as defined in California Water Code Section 13050(m) is prohibited. D. PROVISIONS 1. The Enrollee must comply with all conditions of this Order. Any noncompliance with this Order constitutes a violation of the California Water Code and is grounds for enforcement action. 2. It is the intent of the State Water Board that sanitary sewer systems be regulated in a manner consistent with the general WDRs. Nothing in the general WDRs shall be: (i) Interpreted or applied in a manner inconsistent with the Federal Clean Water Act, or supersede a more specific or more stringent state or federal requirement in an existing permit, regulation, or administrative/judicial order or Consent Decree; (ii) Interpreted or applied to authorize an SSO that is illegal under either the Clean Water Act, an applicable Basin Plan prohibition or water quality standard, or the California Water Code; (iii) Interpreted or applied to prohibit a Regional Water Board from issuing an individual NPDES permit or WDR, superseding this general WDR, for a sanitary sewer system, authorized under the Clean Water Act or California Water Code; or (iv) Interpreted or applied to supersede any more specific or more stringent WDRs or enforcement order issued by a Regional Water Board. 3. The Enrollee shall take all feasible steps to eliminate SSOs. In the event that an SSO does occur, the Enrollee shall take all feasible steps to contain and mitigate the impacts of an SSO. 4. In the event of an SSO, the Enrollee shall take all feasible steps to prevent untreated or partially treated wastewater from discharging from storm drains into State Water Resources Control Board Order No. 2006-0003-DWQ Page 8 of 20 Statewide General WDR For Wastewater Collection Agencies 512106 flood control channels or waters of the United States by blocking the storm drainage system and by removing the wastewater from the storm drains. 5. All SSOs must be reported in accordance with Section G of the general WDRs. 6. In any enforcement action, the State and/or Regional Water Boards will consider the appropriate factors under the duly adopted State Water Board Enforcement Policy. And, consistent with the Enforcement Policy, the State and/or Regional Water Boards must consider the Enrollee's efforts to contain, control, and mitigate SSOs when considering the California Water Code Section 13327 factors. In assessing these factors, the State and/or Regional Water Boards will also consider whether: (I) The Enrollee has complied with the requirements of this Order, including requirements for reporting and developing and implementing a SSMP; (ii) The Enrollee can identify the cause or likely cause of the discharge event; (!!!)There were no feasible alternatives to the discharge, such as temporary storage or retention of untreated wastewater, reduction of inflow and infiltration, use of adequate backup equipment, collecting and hauling of untreated wastewater to a treatment facility, or an increase in the capacity of the system as necessary to contain the design storm event identified in the SSMP. It is inappropriate to consider the lack of feasible alternatives, if the Enrollee does not implement a periodic or continuing process to identify and correct problems. (iv)The discharge was exceptional, unintentional, temporary, and caused by factors beyond the reasonable control of the Enrollee; (v) The discharge could have been prevented by the exercise of reasonable control described in a certified SSMP for: • Proper management, operation and maintenance; • Adequate treatment facilities, sanitary sewer system facilities, and/or components with an appropriate design capacity, to reasonably prevent SSOs (e.g., adequately enlarging treatment or collection facilities to accommodate growth, infiltration and inflow (1/1), etc.); • Preventive maintenance (including cleaning and fats, oils, and grease (FOG) control); • Installation of adequate backup equipment; and • Inflow and infiltration prevention and control to the extent practicable. (vi)The sanitary sewer system design capacity is appropriate to reasonably prevent SSOs. State Water Resources Control Board Order No. 2006-0003-DWQ Page 9 of 20 Statewide General WDR For Wastewater Collection Agencies 5/2/06 (vii)The Enrollee took all reasonable steps to stop and mitigate the impact of the discharge as soon as possible. 7. When a sanitary sewer overflow occurs, the Enrollee shall take all feasible steps and necessary remedial actions to 1) control or limit the volume of untreated or partially treated wastewater discharged, 2)terminate the discharge, and 3) recover as much of the wastewater discharged as possible for proper disposal, including any wash down water. The Enrollee shall implement all remedial actions to the extent they may be applicable to the discharge and not inconsistent with an emergency response plan, including the following: (1) Interception and rerouting of untreated or partially treated wastewater flows around the wastewater line failure; (ii) Vacuum truck recovery of sanitary sewer overflows and wash down water; (ill) Cleanup of debris at the overflow site; (iv) System modifications to prevent another SSO at the same location; (v) Adequate sampling to determine the nature and impact of the release; and (vi) Adequate public notification to protect the public from exposure to the SSO. 8. The Enrollee shall properly, manage, operate, and maintain all parts of the sanitary sewer system owned or operated by the Enrollee, and shall ensure that the system operators (including employees, contractors, or other agents) are adequately trained and possess adequate knowledge, skills, and abilities. 9. The Enrollee shall allocate adequate resources for the operation, maintenance, and repair of its sanitary sewer system, by establishing a proper rate structure, accounting mechanisms, and auditing procedures to ensure an adequate measure of revenues and expenditures. These procedures must be in compliance with applicable laws and regulations and comply with generally acceptable accounting practices. 10.The Enrollee shall provide adequate capacity to convey base flows and peak flows, including flows related to wet weather events. Capacity shall meet or exceed the design criteria as defined in the Enrollee's System Evaluation and Capacity Assurance Plan for all parts of the sanitary sewer system owned or operated by the Enrollee. 11.The Enrollee shall develop and implement a written Sewer System Management Plan (SSMP) and make it available to the State and/or Regional Water Board upon request. A copy of this document must be publicly available at the Enrollee's office and/or available on the Internet. This SSMP must be approved by the Enrollee's governing board at a public meeting. State Water Resources Control Board Order No. 2006-0003-DWQ Page 10 of 20 Statewide General WDR For Wastewater Collection Agencies 5/2/06 12.In accordance with the California Business and Professions Code sections 6735, 7835, and 7835.1, all engineering and geologic evaluations and judgments shall be performed by or under the direction of registered professionals competent and proficient in the fields pertinent to the required activities. Specific elements of the SSMP that require professional evaluation and judgments shall be prepared by or under the direction of appropriately qualified professionals, and shall bear the professional(s)' signature and stamp. 13.The mandatory elements of the SSMP are specified below. However, if the Enrollee believes that any element of this section is not appropriate or applicable to the Enrollee's sanitary sewer system, the SSMP program does not need to address that element. The Enrollee must justify why that element is not applicable. The SSMP must be approved by the deadlines listed in the SSMP Time Schedule below. Sewer System Management Plan (SSMP) (1) Goal: The goal of the SSMP is to provide a plan and schedule to properly manage, operate, and maintain all parts of the sanitary sewer system. This will help reduce and prevent SSOs, as well as mitigate any SSOs that do occur. (11) Organization: The SSMP must identify: (a) The name of the responsible or authorized representative as described in Section J of this Order. (b) The names and telephone numbers for management, administrative, and maintenance positions responsible for implementing specific measures in the SSMP program. The SSMP must identify lines of authority through an organization chart or similar document with a narrative explanation; and (c) The chain of communication for reporting SSOs, from receipt of a complaint or other information, including the person responsible for reporting SSOs to the State and Regional Water Board and other agencies if applicable (such as County Health Officer, County Environmental Health Agency, Regional Water Board, and/or State Office of Emergency Services (OES)). (iii) Legal Authority: Each Enrollee must demonstrate, through sanitary sewer system use ordinances, service agreements, or other legally binding procedures, that it possesses the necessary legal authority to: (a) Prevent illicit discharges into its sanitary sewer system (examples may include 1/1, stormwater, chemical dumping, unauthorized debris and cut roots, etc.); State Water Resources Control Board Order No. 2006-0003-DWQ Page 11 of 20 Statewide General WDR For Wastewater Collection Agencies 5/2/06 (b) Require that sewers and connections be properly designed and constructed; (c) Ensure access for maintenance, inspection, or repairs for portions of the lateral owned or maintained by the Public Agency; (d) Limit the discharge of fats, oils, and grease and other debris that may cause blockages, and (a) Enforce any violation of its sewer ordinances. (iv) Operation and Maintenance Program. The SSMP must include those elements listed below that are appropriate and applicable to the Enrollee's system: (a) Maintain an up-to-date map of the sanitary sewer system, showing all gravity line segments and manholes, pumping facilities, pressure pipes and valves, and applicable stormwater conveyance facilities; (b) Describe routine preventive operation and maintenance activities by staff and contractors, including a system for scheduling regular maintenance and cleaning of the sanitary sewer system with more frequent cleaning and maintenance targeted at known problem areas. The Preventative Maintenance (PM) program should have a system to document scheduled and conducted activities, such as work orders; (c) Develop a rehabilitation and replacement plan to identify and prioritize system deficiencies and implement short-term and long- term rehabilitation actions to address each deficiency. The program should include regular visual and TV inspections of manholes and sewer pipes, and a system for ranking the condition of sewer pipes and scheduling rehabilitation. Rehabilitation and replacement should focus on sewer pipes that are at risk of collapse or prone to more frequent blockages due to pipe defects. Finally, the rehabilitation and replacement plan should include a capital improvement plan that addresses proper management and protection of the infrastructure assets. The plan shall include a time schedule for implementing the short- and long-term plans plus a schedule for developing the funds needed for the capital improvement plan; (d) Provide training on a regular basis for staff in sanitary sewer system operations and maintenance, and require contractors to be appropriately trained; and State Water Resources Control Board Order No. 2006-0003-DWQ Page 12 of 20 Statewide General WDR For Wastewater Collection Agencies 5/2/06 (e) Provide equipment and replacement part inventories, including identification of critical replacement parts. (v) Design and Performance Provisions: (a) Design and construction standards and specifications for the installation of new sanitary sewer systems, pump stations and other appurtenances; and for the rehabilitation and repair of existing sanitary sewer systems; and (b) Procedures and standards for inspecting and testing the installation of new sewers, pumps, and other appurtenances and for rehabilitation and repair projects. (vi) Overflow Emergency Response Plan - Each Enrollee shall develop and implement an overflow emergency response plan that identifies measures to protect public health and the environment. At a minimum, this plan must include the following: (a) Proper notification procedures so that the primary responders and regulatory agencies are informed of all SSOs in a timely manner; (b) A program to ensure an appropriate response to all overflows; (c) Procedures to ensure prompt notification to appropriate regulatory agencies and other potentially affected entities (e.g. health agencies, Regional Water Boards, water suppliers, etc.) of all SSOs that potentially affect public health or reach the waters of the State in accordance with the MRP. All SSOs shall be reported in accordance with this MRP, the California Water Code, other State Law, and other applicable Regional Water Board WDRs or NPDES permit requirements. The SSMP should identify the officials who will receive immediate notification; (d) Procedures to ensure that appropriate staff and contractor personnel are aware of and follow the Emergency Response Plan and are appropriately trained; (a) Procedures to address emergency operations, such as traffic and crowd control and other necessary response activities; and (f) A program to ensure that all reasonable steps are taken to contain and prevent the discharge of untreated and partially treated wastewater to waters of the United States and to minimize or correct any adverse impact on the environment resulting from the SSOs, including such accelerated or additional monitoring as may be necessary to determine the nature and impact of the discharge. State Water Resources Control Board Order No. 2006-0003-DWQ Page 13 of 20 Statewide General WDR For Wastewater Collection Agencies 512106 (vii) FOG Control Program: Each Enrollee shall evaluate its service area to determine whether a FOG control program is needed. If an Enrollee determines that a FOG program is not needed, the Enrollee must provide justification for why it is not needed. If FOG is found to be a problem, the Enrollee must prepare and implement a FOG source control program to reduce the amount of these substances discharged to the sanitary sewer system. This plan shall include the following as appropriate: (a)An implementation plan and schedule for a public education outreach program that promotes proper disposal of FOG; (b)A plan and schedule for the disposal of FOG generated within the sanitary sewer system service area. This may include a list of acceptable disposal facilities and/or additional facilities needed to adequately dispose of FOG generated within a sanitary sewer system service area; (c) The legal authority to prohibit discharges to the system and identify measures to prevent SSOs and blockages caused by FOG; (d) Requirements to install grease removal devices (such as traps or interceptors), design standards for the removal devices, maintenance requirements, BMP requirements, record keeping and reporting requirements; (a)Authority to inspect grease producing facilities, enforcement authorities, and whether the Enrollee has sufficient staff to inspect and enforce the FOG ordinance; (f) An identification of sanitary sewer system sections subject to FOG blockages and establishment of a cleaning maintenance schedule for each section; and (g) Development and implementation of source control measures for all sources of FOG discharged to the sanitary sewer system for each section identified in (f) above. (viii) System Evaluation and Capacity Assurance Plan: The Enrollee shall prepare and implement a capital improvement plan (CIP) that will provide hydraulic capacity of key sanitary sewer system elements for dry weather peak flow conditions, as well as the appropriate design storm or wet weather event. At a minimum, the plan must include: (a) Evaluation: Actions needed to evaluate those portions of the sanitary sewer system that are experiencing or contributing to an SSO discharge caused by hydraulic deficiency. The evaluation must provide estimates of peak flows (including flows from SSOs State Water Resources Control Board Order No. 2006-0003-DWQ Page 14 of 20 Statewide General WDR For Wastewater Collection Agencies 5/2/06 that escape from the system) associated with conditions similar to those causing overflow events, estimates of the capacity of key system components, hydraulic deficiencies (including components of the system with limiting capacity) and the major sources that contribute to the peak flows associated with overflow events; (b) Design Criteria: Where design criteria do not exist or are deficient, undertake the evaluation identified in (a) above to establish appropriate design criteria; and (c) Capacity Enhancement Measures: The steps needed to establish a short- and long-term CIP to address identified hydraulic deficiencies, including prioritization, alternatives analysis, and schedules. The CIP may include increases in pipe size, 1/1 reduction programs, increases and redundancy in pumping capacity, and storage facilities. The CIP shall include an implementation schedule and shall identify sources of funding. (d) Schedule: The Enrollee shall develop a schedule of completion dates for all portions of the capital improvement program developed in (a)-(c) above. This schedule shall be reviewed and updated consistent with the SSMP review and update requirements as described in Section D. 14. (ix) Monitoring, Measurement, and Program Modifications: The Enrollee shall: (a) Maintain relevant information that can be used to establish and prioritize appropriate SSMP activities; (b) Monitor the implementation and, where appropriate, measure the effectiveness of each element of the SSMP; (c) Assess the success of the preventative maintenance program; (d) Update program elements, as appropriate, based on monitoring or performance evaluations; and (a) Identify and illustrate SSO trends, including: frequency, location, and volume. (x) SSMP Program Audits -As part of the SSMP, the Enrollee shall conduct periodic internal audits, appropriate to the size of the system and the number of SSOs. At a minimum, these audits must occur every two years and a report must be prepared and kept on file. This audit shall focus on evaluating the effectiveness of the SSMP and the State Water Resources Control Board Order No. 2006-0003-DWQ Page 15 of 20 Statewide General WDR For Wastewater Collection Agencies 512106 Enrollee's compliance with the SSMP requirements identified in this subsection (D.13), including identification of any deficiencies in the SSMP and steps to correct them. (xi) Communication Program —The Enrollee shall communicate on a regular basis with the public on the development, implementation, and performance of its SSMP. The communication system shall provide the public the opportunity to provide input to the Enrollee as the program is developed and implemented. The Enrollee shall also create a plan of communication with systems that are tributary and/or satellite to the Enrollee's sanitary sewer system. 14.Both the SSMP and the Enrollee's program to implement the SSMP must be certified by the Enrollee to be in compliance with the requirements set forth above and must be presented to the Enrollee's governing board for approval at a public meeting. The Enrollee shall certify that the SSMP, and subparts thereof, are in compliance with the general WDRs within the time frames identified in the time schedule provided in subsection D.15, below. In order to complete this certification, the Enrollee's authorized representative must complete the certification portion in the Online SSO Database Questionnaire by checking the appropriate milestone box, printing and signing the automated form, and sending the form to: State Water Resources Control Board Division of Water Quality Attn: SSO Program Manager P.O. Box 100 Sacramento, CA 95812 The SSMP must be updated every five (5) years, and must include any significant program changes. Re-certification by the governing board of the Enrollee is required in accordance with D.14 when significant updates to the SSMP are made. To complete the re-certification process, the Enrollee shall enter the data in the Online SSO Database and mail the form to the State Water Board, as described above. 15.The Enrollee shall comply with these requirements according to the following schedule. This time schedule does not supersede existing requirements or time schedules associated with other permits or regulatory requirements. State Water Resources Control Board Order No. 2006-0003-DWQ Page 16 of 20 Statewide General WDR For Wastewater Collection Agencies 5/2/06 Sewer System Management Plan Time Schedule Task and Completion Date Associated Section Population > Population Population Population < 100,000 between 100,000 between 10,000 2,500 and 10,000 and 2,500 Application for Permit Coverage 6 months after WDRs Adoption Section C Reporting Program 6 months after WDRs Adoption' Section G SSMP Development 15 months after 18 months after Plan and Schedule 9 months after 2 12 months after WDRs WDRs Nos specific Section WDRs Adoption WDRs Adoption Adoption 2 Adoption 2 Goals and Organization Structure 12 months after WDRs Adoption 18 months after WDRs Adoption Section D 13 i B ii Overflow Emergency Response Program Section D 13 vl Legal Authority Section D 13 iii 36 months after 39 months after Operation and 24 months 2 30 months afte 2 WDRs WDRs Maintenance Program WDRs Adoptiodo n WDRs Adoption Adoption Adoption Section D 13 iv Grease Control Program Section D 13 vii Design and Performance Section D 13 v System Evaluation and Capacity Assurance 36 months after 39 months after 48 months after 51 months after Plan WDRs Adoption WDRs Adoption WDRs Adoption WDRs Adoption Section D 13 viii Final SSMP, incorporating all of the SSMP requirements Section D 13 State Water Resources Control Board Order No. 2006-0003-DWQ Page 17 of 20 Statewide General WDR For Wastewater Collection Agencies 5/2/06 1. In the event that by July 1, 2006 the Executive Director is able to execute a memorandum of agreement (MOA)with the California Water Environment Association (CWEA) or discharger representatives outlining a strategy and time schedule for CWEA or another entity to provide statewide training on the adopted monitoring program, SSO database electronic reporting, and SSMP development, consistent with this Order, then the schedule of Reporting Program Section G shall be replaced with the following schedule: Reporting Program Section G Regional Boards 4, 8, 8 months after WDRs Adoption and 9 Regional Boards 1, 2, 12 months after WDRs Adoption and 3 Regional Boards 5, 6, 16 months after WDRs Adoption and 7 If this MOU is not executed by July 1, 2006, the reporting program time schedule will remain six (6) months for all regions and agency size categories. 2. In the event that the Executive Director executes the MOA identified in note 1 by July 1, 2006, then the deadline for this task shall be extended by six (6) months. The time schedule identified in the MOA must be consistent with the extended time schedule provided by this note. If the MOA is not executed by July 1, 2006, the six (6) month time extension will not be granted. E. WDRs and SSMP AVAILABILITY 1. A copy of the general WDRs and the certified SSMP shall be maintained at appropriate locations (such as the Enrollee's offices, facilities, and/or Internet homepage) and shall be available to sanitary sewer system operating and maintenance personnel at all times. F. ENTRY AND INSPECTION 1. The Enrollee shall allow the State or Regional Water Boards or their authorized representative, upon presentation of credentials and other documents as may be required by law, to: a. Enter upon the Enrollee's premises where a regulated facility or activity is located or conducted, or where records are kept under the conditions of this Order; b. Have access to and copy, at reasonable times, any records that must be kept under the conditions of this Order; State Water Resources Control Board Order No. 2006-0003-DWQ Page 18 of 20 Statewide General WDR For Wastewater Collection Agencies 5/2/06 c. Inspect at reasonable times any facilities, equipment (including monitoring and control equipment), practices, or operations regulated or required under this Order; and d. Sample or monitor at reasonable times, for the purposes of assuring compliance with this Order or as otherwise authorized by the California Water Code, any substances or parameters at any location. G. GENERAL MONITORING AND REPORTING REQUIREMENTS 1. The Enrollee shall furnish to the State or Regional Water Board, within a reasonable time, any information that the State or Regional Water Board may request to determine whether cause exists for modifying, revoking and reissuing, or terminating this Order. The Enrollee shall also furnish to the Executive Director of the State Water Board or Executive Officer of the applicable Regional Water Board, upon request, copies of records required to be kept by this Order. 2. The Enrollee shall comply with the attached Monitoring and Reporting Program No. 2006-0003 and future revisions thereto, as specified by the Executive Director. Monitoring results shall be reported at the intervals specified in Monitoring and Reporting Program No. 2006-0003. Unless superseded by a specific enforcement Order for a specific Enrollee, these reporting requirements are intended to replace other mandatory routine written reports associated with SSOs. 3. All Enrollees must obtain SSO Database accounts and receive a "Username" and "Password" by registering through the California Integrated Water Quality System (CIWQS). These accounts will allow controlled and secure entry into the SSO Database. Additionally, within 30days of receiving an account and prior to recording spills into the SSO Database, all Enrollees must complete the "Collection System Questionnaire", which collects pertinent information regarding a Enrollee's collection system. The "Collection System Questionnaire' must be updated at least every 12 months. 4. Pursuant to Health and Safety Code section 5411.5, any person who, without regard to intent or negligence, causes or permits any untreated wastewater or other waste to be discharged in or on any waters of the State, or discharged in or deposited where it is, or probably will be, discharged in or on any surface waters of the State, as soon as that person has knowledge of the discharge, shall immediately notify the local health officer of the discharge. Discharges of untreated or partially treated wastewater to storm drains and drainage channels, whether man-made or natural or concrete-lined, shall be reported as required above. Any SSO greater than 1,000 gallons discharged in or on any waters of the State, or discharged in or deposited where it is, or probably will be, discharged in or on any surface waters of the State shall also be reported to the Office of Emergency Services pursuant to California Water Code section 13271. State Water Resources Control Board Order No. 2006-0003-DWQ Page 19 of 20 Statewide General WDR For Wastewater Collection Agencies 5/2/06 H. CHANGE IN OWNERSHIP 1. This Order is not transferable to any person or party, except after notice to the Executive Director. The Enrollee shall submit this notice in writing at least 30 days in advance of any proposed transfer. The notice must include a written agreement between the existing and new Enrollee containing a specific date for the transfer of this Order's responsibility and coverage between the existing Enrollee and the new Enrollee. This agreement shall include an acknowledgement that the existing Enrollee is liable for violations up to the transfer date and that the new Enrollee is liable from the transfer date forward. I. INCOMPLETE REPORTS 1. If an Enrollee becomes aware that it failed to submit any relevant facts in any report required under this Order, the Enrollee shall promptly submit such facts or information by formally amending the report in the Online SSO Database. J. REPORT DECLARATION 1. All applications, reports, or information shall be signed and certified as follows: (1) All reports required by this Order and other information required by the State or Regional Water Board shall be signed and certified by a person designated, for a municipality, state, federal or other public agency, as either a principal executive officer or ranking elected official, or by a duly authorized representative of that person, as described in paragraph (ii) of this provision. (For purposes of electronic reporting, an electronic signature and accompanying certification, which is in compliance with the Online SSO database procedures, meet this certification requirement.) (ii) An individual is a duly authorized representative only if: (a) The authorization is made in writing by a person described in paragraph (i) of this provision; and (b) The authorization specifies either an individual or a position having responsibility for the overall operation of the regulated facility or activity. K. CIVIL MONETARY REMEDIES FOR DISCHARGE VIOLATIONS 1. The California Water Code provides various enforcement options, including civil monetary remedies, for violations of this Order. 2. The California Water Code also provides that any person failing or refusing to furnish technical or monitoring program reports, as required under this Order, or State Water Resources Control Board Order No. 2006-0003-DWQ Page 20 of 20 Statewide General WDR For Wastewater Collection Agencies 512106 falsifying any information provided in the technical or monitoring reports is subject to civil monetary penalties. L. SEVERABILITY 1. The provisions of this Order are severable, and if any provision of this Order, or the application of any provision of this Order to any circumstance, is held invalid, the application of such provision to other circumstances, and the remainder of this Order, shall not be affected thereby. 2. This order does not convey any property rights of any sort or any exclusive privileges. The requirements prescribed herein do not authorize the commission of any act causing injury to persons or property, nor protect the Enrollee from liability under federal, state or local laws, nor create a vested right for the Enrollee to continue the waste discharge. CERTIFICATION The undersigned Clerk to the State Water Board does hereby certify that the foregoing is a full, true, and correct copy of general WDRs duly and regularly adopted at a meeting of the State Water Resources Control Board held on May 2, 2006. AYE: Tam M. Doduc Gerald D. Secundy NO: Arthur G. Baggett ABSENT: None ABSTAIN: None o Song Her Clerk to the Board APPENDIX B State Water Resources Control Board (SWRCB) Monitoring & Reporting Program No. 2006-0003 DWQ Statewide General Waste Discharge Requirements for Sanitary Sewers STATE WATER RESOURCES CONTROL BOARD MONITORING AND REPORTING PROGRAM NO. 2006-0003-DWQ STATEWIDE GENERAL WASTE DISCHARGE REQUIREMENTS FOR SANITARY SEWER SYSTEMS This Monitoring and Reporting Program (MRP) establishes monitoring, record keeping, reporting and public notification requirements for Order No. 2006-2003-DWQ, "Statewide General Waste Discharge Requirements for Sanitary Sewer Systems." Revisions to this MRP may be made at any time by the Executive Director, and may include a reduction or increase in the monitoring and reporting. A. SANITARY SEWER OVERFLOW REPORTING SSO Categories 1. Category 1 - All discharges of sewage resulting from a failure in the Enrollee's sanitary sewer system that: A. Equal or exceed 1000 gallons, or B. Result in a discharge to a drainage channel and/or surface water; or C. Discharge to a storm drainpipe that was not fully captured and returned to the sanitary sewer system. 2. Category 2—All other discharges of sewage resulting from a failure in the Enrollee's sanitary sewer system. 3. Private Lateral Sewage Discharges — Sewage discharges that are caused by blockages or other problems within a privately owned lateral. SSO Reporting Timeframes 4. Category 1 SSOs —All SSOs that meet the above criteria for Category 1 SSOs must be reported as soon as: (1) the Enrollee has knowledge of the discharge, (2) reporting is possible, and (3) reporting can be provided without substantially impeding cleanup or other emergency measures. Initial reporting of Category 1 SSOs must be reported to the Online SSO System as soon as possible but no later than 3 business days after the Enrollee is made aware of the SSO. Minimum information that must be contained in the 3-day report must include all information identified in section 9 below, except for item 9.K. A final certified report must be completed through the Online SSO System, within 15 calendar days of the conclusion of SSO response and remediation. Additional information may be added to the certified report, in the form of an attachment, at any time. The above reporting requirements do not preclude other emergency notification requirements and timeframes mandated by other regulatory agencies (local Monitoring and Reporting Program No. 2006-0003-DWQ Page 2 of 5 Statewide General WDRs for Sanitary Sewer Systems 512I2006 County Health Officers, local Director of Environmental Health, Regional Water Boards, or Office of Emergency Services (DES)) or State law. 5. Category 2 SSOs —All SSOs that meet the above criteria for Category 2 SSOs must be reported to the Online SSO Database within 30 days after the end of the calendar month in which the SSO occurs (e.g. all SSOs occurring in the month of January must be entered into the database by March 1st). 6. Private Lateral Sewage Discharges —All sewage discharges that meet the above criteria for Private Lateral sewage discharges may be reported to the Online SSO Database based upon the Enrollee's discretion. If a Private Lateral sewage discharge is recorded in the SSO Database, the Enrollee must identify the sewage discharge as occurring and caused by a private lateral, and a responsible party (other than the Enrollee) should be identified, if known. 7. If there are no SSOs during the calendar month, the Enrollee will provide, within 30 days after the end of each calendar month, a statement through the Online SSO Database certifying that there were no SSOs for the designated month. 8. In the event that the SSO Online Database is not available, the enrollee must fax all required information to the appropriate Regional Water Board office in accordance with the time schedules identified above. In such event, the Enrollee must also enter all required information into the Online SSO Database as soon as practical. Mandatory Information to be Included in SSO Online Reporting All Enrollees must obtain SSO Database accounts and receive a "Llsername" and "Password" by registering through the California Integrated Water Quality System (CIWQS). These accounts will allow controlled and secure entry into the SSO Database. Additionally, within thirty (30) days of receiving an account and prior to recording SSOs into the SSO Database, all Enrollees must complete the "Collection System Questionnaire", which collects pertinent information regarding an Enrollee's collection system. The "Collection System Questionnaire" must be updated at least every 12 months. At a minimum, the following mandatory information must be included prior to finalizing and certifying an SSO report for each category of SSO: 9. Category 2 SSOs: A. Location of SSO by entering GPS coordinates; B. Applicable Regional Water Board, i.e. identify the region in which the SSO occurred; C. County where SSO occurred; D. Whether or not the SSO entered a drainage channel and/or surface water; E. Whether or not the SSO was discharged to a storm drain pipe that was not fully captured and returned to the sanitary sewer system; Monitoring and Reporting Program No. 2006-0003-DWQ Page 3 of 5 Statewide General WDRs for Sanitary Sewer Systems 512I2006 F. Estimated SSO volume in gallons; G. SSO source (manhole, cleanout, etc.); H. SSO cause (mainline blockage, roots, etc.); I. Time of SSO notification or discovery; J. Estimated operator arrival time; K. SSO destination; L. Estimated SSO end time; and M. SSO Certification. Upon SSO Certification, the SSO Database will issue a Final SSO Identification (ID) Number. 10.Private Lateral Sewage Discharges: A. All information listed above (if applicable and known), as well as; B. Identification of sewage discharge as a private lateral sewage discharge; and C. Responsible party contact information (if known). 11.Category 1 SSOs: A. All information listed for Category 2 SSOs, as well as; B. Estimated SSO volume that reached surface water, drainage channel, or not recovered from a storm drain; C. Estimated SSO amount recovered; D. Response and corrective action taken; E. If samples were taken, identify which regulatory agencies received sample results (if applicable). If no samples were taken, NA must be selected. F. Parameters that samples were analyzed for (if applicable); G. Identification of whether or not health warnings were posted; H. Beaches impacted (if applicable). If no beach was impacted, NA must be selected; I. Whether or not there is an ongoing investigation; J. Steps taken or planned to reduce, eliminate, and prevent reoccurrence of the overflow and a schedule of major milestones for those steps; K. OES control number (if applicable); L. Date DES was called (if applicable); M. Time DES was called (if applicable); N. Identification of whether or not County Health Officers were called; 0. Date County Health Officer was called (if applicable); and P. Time County Health Officer was called (if applicable). Reporting to Other Regulatory Agencies These reporting requirements do not preclude an Enrollee from reporting SSOs to other regulatory agencies pursuant to California state law. These reporting requirements do not replace other Regional Water Board telephone reporting requirements for SSOs. Monitoring and Reporting Program No. 2006-0003-DWQ Page 4 of 5 Statewide General WDRs for Sanitary Sewer Systems 512I2006 1. The Enrollee shall report SSOs to OES, in accordance with California Water Code Section 13271. Office of Emergency Services Phone (800) 852-7550 2. The Enrollee shall report SSOs to County Health officials in accordance with California Health and Safety Code Section 5410 et seq. 3. The SSO database will automatically generate an e-mail notification with customized information about the SSO upon initial reporting of the SSO and final certification for all Category 1 SSOs. E-mails will be sent to the appropriate County Health Officer and/or Environmental Health Department if the county desires this information, and the appropriate Regional Water Board. B. Record Keeping 1. Individual SSO records shall be maintained by the Enrollee for a minimum of five years from the date of the SSO. This period may be extended when requested by a Regional Water Board Executive Officer. 3. All records shall be made available for review upon State or Regional Water Board staffs request. 4. All monitoring instruments and devices that are used by the Enrollee to fulfill the prescribed monitoring and reporting program shall be properly maintained and calibrated as necessary to ensure their continued accuracy; 5. The Enrollee shall retain records of all SSOs, such as, but not limited to and when applicable: a. Record of Certified report, as submitted to the online SSO database; b. All original recordings for continuous monitoring instrumentation; C. Service call records and complaint logs of calls received by the Enrollee; d. SSO calls; e. SSO records; f. Steps that have been and will be taken to prevent the SSO from recurring and a schedule to implement those steps. g. Work orders, work completed, and any other maintenance records from the previous 5 years which are associated with responses and investigations of system problems related to SSOs; h. A list and description of complaints from customers or others from the previous 5 years; and I. Documentation of performance and implementation measures for the previous 5 years. 6. If water quality samples are required by an environmental or health regulatory agency or State law, or if voluntary monitoring is conducted by the Enrollee or its agent(s), as a result of any SSO, records of monitoring information shall include: Monitoring and Reporting Program No. 2006-0003-DWQ Page 5 of 5 Statewide General WDRs for Sanitary Sewer Systems 512I2006 a. The date, exact place, and time of sampling or measurements; b. The individual(s) who performed the sampling or measurements; C. The date(s) analyses were performed; d. The individual(s) who performed the analyses; e. The analytical technique or method used; and, f. The results of such analyses. C. Certification 1. All final reports must be certified by an authorized person as required by Provision J of the Order. 2. Registration of authorized individuals, who may certify reports, will be in accordance with the CIWQS' protocols for reporting. Monitoring and Reporting Program No. 2006-0003 will become effective on the date of adoption by the State Water Board. CERTIFICATION The undersigned Clerk to the Board does hereby certify that the foregoing is a full, true, and correct copy of a resolution duly and regularly adopted at a meeting of the State Water Board held on May 2, 2006. Song Her Clerk to the Board APPENDIX C SSMP Organization Chart and Narrative Revision Date Revision Date No. Updated No. Updated 0 9/30/05 4 1 6/25/08 5 2 12/19/11 6 3 7 Orange County Sanitation District Sewer System Management Plan (SSMP) Program Organizational Chart 12/19/11 General Manager James Ruth 714593-7110 Assistant General Manager James Herber, ]14-593-]400 *tmman�tlon intenance Facilities Support Services Administrative Services Sewer Faes Planning Manager s Nick Amenities Lorenzo Tyner r Director Director Finance Rob Thompson 080 714-593-7210 ]14-593-]550 Risk Mgmt. ]14593-]240 tation& Executive Assistant Program Support Pr.Environ.Specialist Engineering Supv. Sys Evaluation al Mgr. Peggy Echavarria SSMP Updates Michele Fanner Autlils John Burror &Capacitylverson I/E Support T14-593-]256 Oac ConVal 714-593-]132 ]14593-]335 Assessment3-]049 Collection Facilities Mgr. I.T.Systems&Operations Authorized Manager Eng&Construction Mgr. Design&Part Mark Esquer Representative Rich Castilian Todd Haynes Provisions ]14593-]030 ]14593-]283 ]14593-]35] 0&M Z Sr.I.T.Analyst Engineering Supv. Environ Compliance Mgr. Ovme Doug Rulison Mapping William Cassidy Jim Colson ]14-593-]661 Eme ]id593]889 ]14593]450 Engineering Supv. Monitonng, Engineering Supv. Carla Dillon Measuring, Jerry Evangelista 714-593-7371 Program Tid-593-]419 Modifications Pc Environ.Specialist Facilities Support Mgr. Merrill Seiler FOG Equipment/Rebuild ]14-593-7436 Chuck Forman 714-593-]86] 7Ei upv. Sr.Public Irmo Specialist IngntlCommu]14-593-]115Speciaarrillo-1d16 H9dept'finn340\Groups\Odor and Corrosion Conlml\Common\SSMP Audit&Revision Organizational Narrative Job descriptions for the positions listed in the organizational charts are available from the Human Resources Division. Primary responsibility for the day-to-day management and O&M of the collection facility assets resides within the Facility Support Services Department, and the daily field activities are managed by the Collection Facilities Division. Specific roles are described below: OCSD Position SSMP Responsibility Legally Responsible Official— Overall Engineering Manager- Collection responsibility for the SSMP, certify SSOs and Facilities Division the SSMP, budgeting and staffing to comply with Order and W DR Engineering Supervisor- Collection Collection facility operation and maintenance Maintenance Business Unit Collection facility Emergency Response Engineering Supervisor, Collection Lead OCSD stakeholder meetings to review and Facilities Division or designee of the LRO modify the program and measurement tools Audit Closure Executive Assistant— Facility Support Provide program support Services Department Update SSMP documents and implement document control Director of Administrative Services Sewer Fees, Finance, Risk Management for claims Principal Environmental Specialist— SSMP audits Management Services Team Sr. IT Analyst OCSD Mapping Tools to support the SSMP Rehabilitation and Replacement Engineering Supervisor— Engineering Design and Performance Department; Planning Division System Evaluation and Capacity Assessment Budgeting and Planning for related capital projects Principal Environmental Specialist— FOG Program Environmental Compliance Division Sr. Environmental Specialist- SSO reporting Environmental Compliance Division Legislative tracking Sr. Public Information Specialist— Facility Responsible for liaising with the Public Affairs Support Services Department division staff to ensure OCSD's SSMP is available to the public and the public has input. Engineering Manager— Instrumentation Designating resources for maintenance and and Electrical Division repairs of electrical systems throughout the OCSD Collection System. CHAPTER LIST & CONTRIBUTORS FOR VOLUME 1 —2011 AUDIT UPDATE Chapter Title Major Date /Section Contributor Updated Front Table of Contents, Acronyms Echavarria matter ES Executive Summary Esquer 12/2011 1 Prohibitions and Provisions Esquer 12/2011 2 Goal Esquer 12/2011 3 Description of Organization Dillon 12/2011 Esquer 4 Legal Authority Carrillo 12/2011 Seiler Burror 5.1 Mapping Rulison 1212011 5.2 Preventive Maintenance Cassidy 12/2011 5.3 Rehabilitation and Replacement Burror 12/2011 5.4 Training Cassidy 12/2011 6 Design and Performance Haynes 12/2011 7 Overflow Emergency Response Plan Cassidy 12/2011 Carrillo 8 Fats, Oils, and Grease Control Program Seiler 12/2011 9 System Evaluation and Capacity Assurance Plan Burror 12/2011 10 Monitoring, Measurement, and Program Modifications Dillon 12/2011 11 Program Audits Farmer 12/2011 12 Communication Plan Hellebrand 12/2011 APPENDIX LIST& OWNER FOR VOLUME II — 2011 AUDIT UPDATE App. Document Title Owner Updated A Order (SWRCB Order No. 2006-0003 DWQ) Carrillo 5/2/06 B Monitoring and Reporting Requirements (MRP 2006-0003 DWQ) Carrillo 5/2/06 C SSMP Organization Dillon 12/15/11 D reserved for future use ------- --- E1 Ordinance No. OCSD-25(FOG Control/ FSEs) Seiler 9/30/05 E2 Ordinance No. OCSD-39(Wastewater Discharge Regulations) Seiler 9/23/09 E3 Resolution No. OCSD-05-04 (FOG Program Fees) Seiler 9/30/05 F FOG Source Control Program and Enforcement Management Seiler 9/30/05 System G1 FOG Control Program Seiler 9/30/05 G2 OCHCA inspection agreement Seiler 1/10/06 G3 Orange County FOG Program Survey and Contact List Seiler 4/28/11 H Asset Management Improvement Program Burror 11/5/11 11 Preventative Maintenance Program Cassidy 11/30/11 12 Collection Facilities O&M Vehicle Inventory Cassidy 11/30/11 J CIP Renewal and Replacement Process Burror 5/25/11 K1 Facility Model Maintenance Management Plan Rulison 1/25/10 K2 Sewer Atlas Maintenance Rulison 2/3/10 K3 Field Discrepancy Form Rulison 12/1/08 L reserved for future use M Capacity Evaluation Plan Burror 4/15/11 N reserved for future use ------- --- O reserved for future use P1 SSO Response Flow Chart Carrillo 5/20/09 P2 Appendix EC Sanitary Sewer Overflow SOP Carrillo 2/10/11 P3 Appendix SSO Notification Procedures Carrillo 2/10/11 O SSO Emergency Response Plan Cassidy 12/19/11 R SSO Simulation and Calculation Training Cassidy 11/17/11 S Risk Management Program Kleinman New T reserved for future use ------- ------- U CIP Budget Process Information Burror limit V Sample Screen from OCSD Website Hellebrand 12/15/11 W reserved for future use ------- ------- X1 OCSD Environmental Auditing Program Procedures Manual Farmer 12/2011 X2 OCSD Internal Audit Finding Forms Farmer 12/2011 Y SSMP Closeout Report for October 17, 2010 Audit Dillon 12/15/11 APPENDIX E1 Ordinance No. OCSD-25 FOG Control / FSEs Revision Date Revision Date No. Updated No. Updated 0 9/30/05 4 1 5 2 6 3 7 ORDINANCE NO. OCSD-25 ADOPTING FATS. OILS AND GREASE CONTROL REGULATIONS APPLICABLE TO FOOD SERVICE ESTABLISHMENTS AN ORDINANCE OF THE BOARD OF DIRECTORS OF ORANGE COUNTY SANITATION DISTRICT ADOPTING FATS, OILS AND GREASE CONTROL REGULATIONS APPLICABLE TO FOOD SERVICE ESTABLISHMENTS WHEREAS, pursuant to the County Sanitation District Act, Health & Safety Code §§4700 at seq., the Orange County Sanitation District ("District') has the authority to adopt ordinances relating to the provision of sewer services and facilities, and regulations of those services and facilities; and WHEREAS, the Regional Water Quality Control Board ("RWQCB") for the Santa Ana Region adopted Order R8-2002-0014, which prescribes general waste discharge requirements prohibiting sanitary sewer overflows ("SSOs") by sewer collection agencies; and WHEREAS, in Order R8-2002-0014, the RWQCB found that one of the leading causes of SSOs within the Santa Ana Region, which encompasses the District's service area is "grease blockages;"and WHEREAS, SSOs often caused by discharge of wastewater containing high levels of fat, oils and grease ('FOG"), suspended solids, pathogenic organisms, and other pollutants, may cause temporary exceedances of applicable water quality objectives, pose a threat to the public health, adversely affect aquatic life, and impair the public recreational use and aesthetic enjoyment of surface waters within the District's service area; and WHEREAS, the 2000-2001 Orange County Grand Jury ("Grand Jury") conducted a survey among 35 wastewater collection and treatment agencies in Orange County and concluded that one of the leading causes of SSOs and sewage spills is sewer lines clogged from the accumulation of FOG discharged from Food Service Establishments; and WHEREAS, the Grand Jury further concluded that more effective methods of minimizing grease discharges into the sewer system must be developed and implemented to reduce the discharge of FOG to the sewer system in order to prevent sewer blockages and SSOs; and WHEREAS, Order No. RB-2002-0014 requires the District to monitor and control SSOs and to develop a FOG Control Program by December 30, 2004; and WS&S-0XS:pi:M189145:10/22/04 2 WHEREAS, in light of the overwhelming evidence that FOG is a primary cause of SSOs, the District desires to implement a FOG Control Program to prevent SSOs; and WHEREAS, Section 1014 of the 2001 California Plumbing Code, applicable to all occupancies in the State pursuant to the California Building Standards Law, requires the installation of grease traps or interceptors when in the opinion of the Building Official waste pretreatment is required; and WHEREAS, the foregoing findings indicate that a FOG Control Program is required for Food Service Establishments within the District's jurisdiction to comply with waste discharge regulations and prevent the harmful effects of SSOs; and WHEREAS, the regulations adopted herein will require existing Food Service Establishments to install grease control devices or interceptors no later than three years from the effective date of this Ordinance, and the Board finds that three years is a reasonable amortization period for existing Food Service Establishments that are operating without a grease control device or grease interceptor; and WHEREAS, the Board of Directors finds that specific enforcement provisions must be adopted to govern discharges of wastewater to the District's system by Food Service Establishments. NOW, THEREFORE, the Board of Directors does hereby ordain as follows: WS§S-OXS:pj:N1891A.10/22/(K 3 ARTICLE 1 -GENERAL PROVISIONS 1.1 PURPOSE AND POLICY A. The purpose of this Ordinance is to facilitate the maximum beneficial public use of the District's sewer services and facilities while preventing blockages of the sewer lines resulting from discharges of FOG to the sewer facilities, and to specify appropriate FOG discharge requirements for Food Service Establishments. B. This Ordinance shall be interpreted in accordance with the definitions set forth in Section 1.2. The provisions of this Ordinance shall apply to the direct or indirect discharge of all wastewater or waste containing FOG carried to the sewer facilities of the District. C. To comply with Federal, State, and local policies and to allow the District to meet applicable standards, provisions are made in this Ordinance for the regulations of wastewater or waste containing FOG discharges to the sewer facilities. D. This Ordinance establishes quantity and quality standards on all wastewater and/or waste discharges containing FOG, which may alone or collectively cause or contribute to FOG accumulation in the sewer facilities causing or potentially causing or contributing to the occurrence of SSOs. 1.2 DEFINITIONS A. Unless otherwise defined herein, terms related to water quality shall be as adopted in the latest edition of Standard Methods for Examination of Water and Wastewater, published by the American Public Health Association, the American Water Works Association and the Water Environment Federation. The testing procedures for waste constituents and characteristics shall be as provided in 40 CFR 136 (Code of Federal Regulations). B. Other terms not herein defined are defined as being the same as set forth in the latest adopted applicable editions of the California Codes applicable to building construction adopted pursuant to the California Building Standards Law. C. Subject to the foregoing provisions, the following definitions shall apply in this Ordinance: Ws -0xspj:arsvr4saa/zz/o4 4 Best Management Schedules of activities, prohibitions of practices, Practices maintenance procedures and other management practices to prevent or reduce the introduction of FOG to the sewer facilities. Board The Board of Directors of the District. Change in Operations Any change in the ownership, food types, or operational procedures that have the potential to increase the amount of FOG generated and/or discharged by Food Service Establishments in an amount that alone or collectively causes or creates a potential for SSOs to occur. Composite Sample A collection of individual samples obtained at selected intervals based on an increment of either flow or time. The resulting mixture (composite sample) forms a representative sample of the wastestream discharged during the sample period. Samples will be collected when a wastewater discharge occurs. Discharger Any person who discharges or causes a discharge of wastewater directly or indirectly to a public sewer. Discharger shall mean the same as User. District The Orange County Sanitation District. Sewer Facility or Any property belonging to the District used in the System treatment, reclamation, reuse, transportation, or disposal of wastewater, or sludge. Effluent Any liquid outflow from the Food Service Establishment that is discharged to the sewer. Fats, Oils, and Any substance such as a vegetable or animal product Grease ("FOG") that is used in, or is a by product of, the cooking or food preparation process, and that turns or may turn viscous or solidifies with a change in temperature or other conditions. FOG Control Program The FOG Control Program required by and developed pursuant to RWQCB Order No. R8-2002-0014, Section (c)(12)(viii). WS&5-OXS:pj:4189145:10/22/04 5 FOG Control Program The individual designated by the District to administer Manager the FOG Control Program. The FOG Control Program Manager is responsible for all determinations of compliance with the program, including approval of discretionary variances and waivers. FOG Wastewater A permit issued by the District subject to the Discharge Permit requirements and conditions established by the District authorizing the permittee or discharger to discharge wastewater into the District's facilities or into sewer facilities which ultimately discharge into a District facility. Food Service Facilities defined in California Uniform Retail Food Establishment Service Establishments Law (CURFFL) Section 113785, and any commercial entity within the boundaries of the District, operating in a permanently constructed structure such as a room, building, or place, or portion thereof, maintained, used, or operated for the purpose of storing, preparing, serving, or manufacturing, packaging, or otherwise handling food for sale to other entities, or for consumption by the public, its members or employees, and which has any process or device that uses or produces FOG, or grease vapors, steam, fumes, smoke or odors that are required to be removed by a Type I or Type II hood, as defined in CURFFL Section 113785. A limited food preparation establishment is not considered a Food Service Establishment when engaged only in reheating, hot holding or assembly of ready to eat food products and as a result, there is no wastewater discharge containing a significant amount of FOG. A limited food preparation establishment does not include any operation that changes the form, flavor, or consistency of food. Food Grinder Any device installed in the plumbing or sewage system for the purpose of grinding food waste or food preparation by products for the purpose of disposing it in the sewer system. Grease Control Any grease interceptor, grease trap or other Device mechanism, device, or process, which attaches to, or is applied to, wastewater plumbing fixtures and lines, the purpose of which is to trap or collect or treat FOG prior to it being discharged into the sewer system. "Grease control device" may also include any other proven method to reduce FOG subject to the approval of the District. WS&S-0XS:pj:N189145:10/M/04 6 Grease Disposal A fee charged to an Owner/Operator of a Food Service Mitigation Fee Establishment when there are physical limitations to the property that make the installation of the usual and customary grease interceptor or grease control device for the Food Service Establishment under consideration, impossible or impracticable. The Grease Disposal Mitigation Fee is intended to cover the costs of increased maintenance of the sewer system for inspection and cleaning of FOG and other viscous or solidifying agents that a properly employed grease control device would otherwise prevent from. entering the sewer system. Grease Interceptor A multi-compartment device that is constructed in different sizes and is generally required to be located, according to the California Plumbing Code, underground between a Food Service Establishment and the connection to the sewer system. These devices primarily use gravity to separate FOG from the wastewater as it moves from one compartment to the next. These devices must be cleaned, maintained, and have the FOG removed and disposed of in a proper manner on regular intervals to be effective. Grease Trap A grease control device that is used to serve individual fixtures and have limited effect and should only be used in those cases where the use of a grease interceptor or other grease control device is determined to be impossible or impracticable. General Manager The individual duly designated by the Board of Directors of the District to administer this Ordinance. Grab Sample A sample taken from a waste stream on a one-time basis without regard to the flow in the waste stream and without consideration of time. Hot Spots Areas in sewer lines that have experienced sanitary sewer overflows or that must be cleaned or maintained frequently to avoid blockages of sewer system. Inflow Water entering a sewer system through a direct stormwater/ runoff connection to the sanitary sewer, which may cause an almost immediate increase in wastewater flows. Infiltration Water entering a sewer system, including sewer service connections, from the ground through such means as defective pipes, pipe joints, connections, or manhole walls. WSBS-OXS:pj:N18%45:10/22/04 7 Inspector A person authorized by the District to inspect any existing or proposed wastewater generation, conveyance, processing, and disposal facilities. Interceptor A grease interceptor. Interference Any discharge which, alone or in conjunction with discharges from other sources, inhibits or disrupts the District's sewer system, treatment processes or operations; or is a cause of violation of the District's NPDES or Waste Discharge Requirements or prevents lawful sludge use or disposal. Local Sewering Any public agency or private entity responsible for the Agency collection and disposal of wastewater to the District's sewer facilities duly authorized under the laws of the State of California to construct and/or maintain public sewers. NPDES The National Pollutant Discharge Elimination System; the permit issued to control the discharge of liquids or other substances or solids to surface waters of the United States as detailed in Public Law 92-500, Section 402. New Construction Any structure planned or under construction for which a sewer connection permit has not been issued. Permittee A person who has received a permit to discharge wastewater into the District's sewer facilities subject to the requirements and conditions established by the District. Person Any individual, partnership, firm, association, corporation or public agency, including the State of California and the United States of America. Public Agency The State of California and/or any city, county, special district, other local governmental authority or public body of or within this State. Public Sewer A sewer owned and operated by the District, or other local Public Agency, which is tributary to the District's sewer facilities. WS&5-OXS:pj:M189145:10/22/W 8 Regulatory Agencies Regulatory Agencies shall mean those agencies having regulatory jurisdiction over the operations of the District, including, but not limited to: a) United States Environmental Protection Agency, Region IX, San Francisco and Washington, DC (EPA). b) California State Water Resources Control Board (SWRCB). c) California Regional Water Quality Control Board, Santa Ana Region (RWQCB). d) South Coast Air Quality Management District (SCAQMD). e) California Department of Health Services (DOHS). Remodeling A physical change or operational change causing generation of the amount of FOG that exceed the current amount of FOG discharge to the sewer system by the Food Service Establishment in an amount that alone or collectively causes or create a potential for SSOs to occur; or exceeding a cost of $50,000 to a Food Service Establishment that requires a building permit, and involves any one or combination of the following: (1) Under slab plumbing in the food processing area, (2) a 300/6 increase in the net public seating area, (3) a 30% increase in the size of the kitchen area, or (4) any change in the size or type of food preparation equipment. Sample Point A location approved by the District, from which wastewater can be collected that is representative in content and consistency of the entire flow of wastewater being sampled. Sampling Facilities Structure(s) provided at the user's expense for the District or user to measure and record wastewater constituent mass, concentrations, collect a representative sample, or provide access to plug or terminate the discharge. Sewage Wastewater. Sewer Facilities or Any and all facilities used for collecting, conveying, System pumping, treating, and disposing of wastewater and sludge. WS&S-OXS:p):#189145:10/22/04 9 Sewer Lateral A building sewer as defined in the latest edition of the California Plumbing Code. It is the wastewater connection between the building's wastewater facilities and a public sewer system. Sludge Any solid, semi-solid or liquid decant, subnate or supernate from a manufacturing process, utility service, or pretreatment facility. Twenty-five percent Requirement for grease interceptors to be maintained (25%) Rule such that the combined FOG and solids accumulation does not exceed 25% of the design hydraulic depth of the grease interceptor. This is to ensure that the minimum hydraulic retention time and required available hydraulic volume is maintained to effectively intercept and retain FOG discharged to the sewer system. User Any person who discharges or causes a discharge of wastewater directly or indirectly to a public sewer system. User shall mean the same as Discharger. Waste Sewage and any and all other waste substances, liquid, solid, gaseous or radioactive, associated with human habitation or of human or animal nature, including such wastes placed within containers of whatever nature prior to and for the purpose of disposal. Manifest That receipt which is retained by the generator of wastes for disposing recyclable wastes or liquid wastes as required by the District. Waste Minimization Plans or programs intended to reduce or eliminate Practices discharges to the sewer system or to conserve water, including, but not limited to, product substitutions, housekeeping practices, inventory control, employee education, and other steps as necessary to minimize wastewater produced. Wastehauler Any person carrying on or engaging in vehicular transport of waste as part of, or incidental to, any business for that purpose. Wastewater The liquid and water-carried wastes of the community and all constituents thereof, whether treated or untreated, discharged into or permitted to enter a public sewer. ws5-0xs:Pj:x1e9145a0/22/m 10 Wastewater The individual chemical, physical, bacteriological, and Constituents and other parameters, including volume and flow rate and Characteristics such other parameters that serve to define, classify or measure the quality and quantity of wastewater. D. Words used in this Ordinance in the singular may include the plural and the plural the singular. Use of masculine shall mean feminine and use of feminine shall mean masculine. Shall is mandatory; may is permissive or discretionary. WS&S-0Xs:pj:X189195:10/22/N IL ARTICLE 2 - GENERAL LIMITATIONS, PROHIBITIONS, AND REQUIREMENTS ON FATS, OILS, AND GREASE ("FOG") DISCHARGES 2.1 FOG DISCHARGE REQUIREMENT No Food Service establishment shall discharge or cause to be discharged into the sewer system FOG that exceeds a concentration level adopted by the Board or that may accumulate and/or cause or contribute to blockages in the sewer system or at the sewer system lateral which connects the Food Service Establishment to the sewer system. 2.2 PROHIBITIONS The following prohibitions shall apply to all Food Service Establishments: A. Installation of food grinders in the plumbing system of new constructions of Food Service Establishments shall be prohibited. Furthermore, all food grinders shall be removed from all existing Food Service Establishments within 180 days of the effective date of this Ordinance, except when expressly allowed by the FOG Control Program Manager. B. Introduction of any additives into a Food Service Establishment's wastewater system for the purpose of emulsifying FOG or biologically/chemically treating FOG for grease remediation or as a supplement to interceptor maintenance, unless a specific written authorization from the FOG Control Program Manager is obtained. C. Disposal of waste cooking all into drainage pipes is prohibited. All waste cooking oils shall be collected and stored properly in receptacles such as barrels or drums for recycling or other acceptable methods of disposal. D. Discharge of wastewater from dishwashers to any grease trap or grease interceptor is prohibited. E. Discharge of wastewater with temperatures in excess of 140°F to any grease control device, including grease traps and grease interceptors, is prohibited. F. Discharge of wastes from toilets, urinals, wash basins, and other fixtures containing fecal materials to sewer lines intended for grease interceptor service, or vice versa, is prohibited. G. Discharge of any waste including FOG and solid materials removed from the grease control device to the sewer system is prohibited. Grease removed from grease interceptors shall be wastehauled periodically as part of the operation and maintenance requirements for grease interceptors. WS&S-0XRrj:#189195:10/22/W 12 H. Operation of grease interceptors with FOG and solids accumulation exceeding 25% of the design hydraulic depth of the grease interceptor (25% Rule) 2.3 FOG WASTEWATER DISCHARGE PERMIT REQUIRED No person shall discharge, or cause to be discharged any wastewater from Food Service Establishments directly or indirectly into the sewer system without first obtaining a FOG Wastewater Discharge Permit pursuant to this Ordinance. 2.4 BEST MANAGEMENT PRACTICES REQUIRED All Food Services Establishments shall implement Best Management Practices in its operation to minimize the discharge of FOG to the sewer system. Detailed requirements for Best Management Practices shall be specified in the permit. This may include kitchen practices and employee training that are essential in minimizing FOG discharge. 2.5 FOG PRETREATMENT REQUIRED Food Service Establishments are required to install, operate and maintain an approved type and adequately sized grease interceptor necessary to maintain compliance with the objectives of this Ordinance, subject to the variance and waiver provisions of Section 2.6. The grease interceptor shall be adequate to separate and remove FOG contained in wastewater discharges from Food Service Establishments prior to discharge to the sewer system. Fixtures, equipment, and drain lines located in the food preparation and clean up areas of Food Service Establishments that are sources of FOG discharges shall be connected to the grease interceptor. Compliance shall be established as follows: A. New Construction of Food Service Establishments New construction of Food Service Establishments shall include and install grease interceptors prior to commencing discharges of wastewater to the sewer system. B. Existing Food Service Establishments 1. For existing Food Service Establishments, the requirement to install and to properly operate and maintain a grease interceptor may be conditionally stayed, that is, delayed in its implementation by the FOG Control Program Manager for a maximum period of three years from the effective date of this Ordinance (3-year Amortization Period). Terms and conditions for application of a stay to a Food Service Establishment shall be set forth in the permit. The Board finds that three years is a reasonable amortization period for existing Food Service Establishments that are operating without a grease interceptor. Wsa s-0":e1e9145u0/22/04 13 2. Existing Food Service Establishments, which have caused or contributed to grease-related blockage in the sewer system, or which have sewer laterals connected to hot spots, or which have been determined to contribute significant FOG to the sewer system by the FOG Control Program Manager based on inspection or sampling, shall be deemed to have reasonable potential to adversely impact the sewer system, and shall install grease interceptors within 180 days upon notification by the District. 3. Existing Food Service Establishments or Food Service Establishments that change ownership, that undergo remodeling or a change in operations as defined in Section 1.2 of this Ordinance, shall be required to install a grease interceptor. 2.6 VARIANCE AND WAIVER OF GREASE INTERCEPTOR REQUIREMENT A. Variance from Grease Interceptor Requirements An existing Food Service Establishment may obtain a variance from the grease interceptor requirement to allow alternative pretreatment technology that is, at least, equally effective in controlling the FOG discharge in lieu of a grease interceptor, if the Food Service Establishment demonstrates that it is impossible or impracticable to install, operate or maintain a grease interceptor. The FOG Control Program Manager's determination to grant a variance will be based upon, but not limited to, evaluation of the following conditions: 1. There is no adequate space for installation and/or maintenance of a grease interceptor. 2. There is no adequate slope for gravity flow between kitchen plumbing fixtures and the grease interceptor and/or between the grease interceptor and the private collection lines or the public sewer. 3. The Food Service Establishment can justify that the alternative pretreatment technology is equivalent or better than a grease interceptor in controlling its FOG discharge. In addition, the Food Service Establishment must be able to demonstrate, after installation of the proposed alternative pretreatment, its effectiveness to control FOG discharge through downstream visual monitoring of the sewer system,for at least three months, at its own expense. A Variance may be granted if the results show no visible accumulation of FOG in its lateral and/or tributary downstream sewer lines. B. Conditional Waiver from Installation of Grease Interceptor An existing Food Service Establishment may obtain a conditional waiver from installation of a grease interceptor, if the Food Service cases-OXS:pj:M189145:10/21/W 14 Establishment demonstrates that it has negligible FOG discharge and insignificant impact to the sewer system. Although a waiver from installation of grease interceptor may be granted, the Food Service Establishment may be required to provide space and plumbing segregation for future installation of grease interceptor. The FOG Control Program Manager's determination to grant or revoke a conditional waiver shall be based upon, but not limited to, evaluation of the following conditions: 1. Quantity of FOG discharge as measured or as indicated by the size of Food Service Establishment based on seating capacity, number of meals served, menu, water usage, amount of on-site consumption of prepared food and other conditions that may reasonably be shown to contribute to FOG discharges. 2. Adequacy of implementation of Best Management Practices and compliance history. 3. Sewer size, grade, condition based on visual information, FOG deposition in the sewer by the Food Service Establishment, and history of maintenance and sewage spills in the receiving sewer system. 4. Changes in operations that significantly affect FOG discharge. 5. Any other condition deemed reasonably related to the generation of FOG discharges by the FOG Control Program Manager. C. Waiver from Grease Interceptor Installation with a Grease Disposal Mitigation Fee For Food Service Establishments where the installation of grease interceptor is not feasible and no equivalent alternative pretreatment can be installed, a waiver from the grease interceptor requirement may be granted with the imposition of a Grease Disposal Mitigation Fee as described in Section 2.8. Additional requirements may be imposed to mitigate the discharge of FOG into the sewer system. The FOG Control Program Manager's determination to grant the waiver with a Grease Disposal Mitigation Fee will be based upon, but not limited to, evaluation of the following conditions: 1. There is no adequate space for installation and/or maintenance of a grease interceptor. 2. There is no adequate slope for gravity flow between kitchen plumbing fixtures and the grease interceptor and/or between the grease interceptor and the private collection lines or the public sewer. 3. A variance from grease interceptor installation to allow alternative pretreatment technology cannot be granted. WS&S-OXS:pj:#189195:10/22/M 15 D. Application for Waiver or Variance of Requirement for Grease Interceptor A Food Service Establishment may submit an application for waiver or variance from the grease interceptor requirement to the FOG Control Program Manager. The Food Service Establishment bears the burden of demonstrating, to the FOG Control Program Managers reasonable satisfaction, that the installation of a grease interceptor is not feasible or applicable. Upon determination by the FOG Control Program Manager that reasons are sufficient to justify a vadance or waiver, the permit will be issued or revised to include the variance or waiver and relieve the Food Service Establishment from the requirement. E. Terms and conditions A variance or waiver shall contain terms and conditions that serve as basis for its issuance. A waiver or variance may be revoked at any time when any of the terms and conditions for its issuance is not satisfied or if the conditions upon which the waiver was based change so that the justification for the waiver no longer exists. The waiver or variance shall be valid so long as the Food Service Establishment remains in compliance with their terms and conditions until the expiration date specified in the variance or waiver. 2.7 COMMERCIAL PROPERTIES Property owners of commercial properties or their official designee(s) shall be responsible for the installation and maintenance of the grease interceptor serving multiple Food Service Establishments that are located on a single parcel. 2.8 GREASE DISPOSAL MITIGATION FEE Food Service Establishments that operate without a grease control interceptor may be required to pay an annual Grease Disposal Mitigation Fee to equitably cover the costs of increased maintenance of the sewer system as a result of the Food Service Establishments' inability to adequately remove FOG from its wastewater discharge. This Section shall not be interpreted to allow the new construction of, or existing Food Service Establishments undergoing remodeling or change in operations to operate without an approved grease interceptor unless the District has determined that it is impossible or impracticable to install or operate a grease control interceptor for the subject facility under the provisions of Section 2.6 of this Ordinance. A. The Grease Disposal Mitigation Fee shall be established by ordinance or resolution of the Board of Directors, and shall be based on the estimated annual increased cost of maintaining the sewer system for inspection and removal of FOG and other viscous or solidifying agents attributable to the Food Service Establishment resulting from the lack of a grease interceptor or grease control device. WS&S-0XS:pj:8189195:10/U/N 16 B. The Grease Disposal Mitigation Fee may be waived or reduced on a no less than an annual basis when the discharger demonstrates to the reasonable satisfaction of the FOG Control Program Manager that they had used best management and waste minimization practices on a regular basis that has significantly reduced the introduction of FOG into the sewer system. C. The Grease Disposal Mitigation Fee may not be waived or reduced when the Food Service Establishment does not comply with the minimum requirements of this Ordinance and/or its discharge into the sewer system in the preceding 12 months has caused or potentially caused or contributed alone or collectively, in sewer blockage or SSO in the sewer downstream, or surrounding the Food Service Establishment prior to the waiver request. 2.9 SEWER SYSTEM OVERFLOWS, PUBLIC NUISANCE, ABATEMENT ORDERS AND CLEANUP COSTS Notwithstanding the three-year amortization period established in Section 2.5, Food Service Establishments found to have contributed to a sewer blockage, SSOs or any sewer system interferences resulting from the discharge of wastewater or waste containing FOG, shall be ordered to install and maintain a grease interceptor, and may be subject to a plan to abate the nuisance and prevent any future health hazards created by sewer line failures and blockages, SSOs or any other sewer system interferences. SSOs may cause threat and injury to public health, safely, and welfare of life and property and are hereby declared public nuisances. Furthermore, sewer lateral failures and SSOs caused by Food Service Establishments alone or collectively, are the responsibility of the private property owner or Food Service Establishment, and individual(s) as a responsible officer or owner of the Food Service Establishment. If the District must act immediately to contain and clean up an SSO caused by blockage of a private or public sewer lateral or system serving a Food Service Establishment , or at the request of the property owner or operator of the Food Service Establishment, or because of the failure of the property owner or Food Service Establishment to abate the condition causing immediate threat of injury to the health, safety, welfare, or property of the public, the District's costs for such abatement may be entirely borne by the property owner or operator of the Food Service Establishment, and individual(s) as a responsible officer or owner of the Food Service Establishment(s) and may constitute a debt to the District and become due and payable upon the District's request for reimbursement of such costs. wsas-0xs:pj:#1M45:10/zz/04 17 ARTICLE 3 - FOG WASTEWATER DISCHARGE PERMITS FOR FOOD SERVICE ESTABLISHMENTS 3.1 FOG WASTEWATER DISCHARGE PERMIT REQUIRED A. Food Service Establishments proposing to discharge or currently discharging wastewater containing FOG into the District's sewer system shall obtain a FOG Wastewater Discharge Permit from the District. B. FOG Wastewater Discharge Permits shall be expressly subject to all provisions of this Ordinance and all other regulations, charges for use, and fees established by the District. The conditions of FOG Wastewater Discharge Permits shall be enforced by the District in accordance with this Ordinance and applicable State and Federal Regulations. 3.2 FOG WASTEWATER DISCHARGE PERMIT APPLICATION A. Any person required to obtain a FOG Wastewater Discharge Permit shall complete and file with the District prior to commencing or continuing discharges, an application in a form prescribed by the District. The applicable fees shall accompany this application. The applicant shall submit, in units and terms appropriate for evaluation, the following information at a minimum: 1. Name, address, telephone number, assessor's parcel number(s), description of the Food Service Establishment, operation, cuisine, service activities, or clients using the applicant's services. 2. (Whichever is applicable) Name, address of any and all principals/owners/major shareholders of the Food Service Establishment; Articles of Incorporation; most recent Report of the Secretary of State; Business License. 3. Name and address of property owner or lessor and the property manager where the Food Service Establishment is located. 4. Any other information as specified in the application form. B. Applicants may be required to submit site plans, floor plans, mechanical and plumbing plans, and details to show all sewers, FOG control device, grease interceptor or other pretreatment equipment and appurtenances by size, location, and elevation for evaluation. C. Other information related to the applicant's business operations and potential discharge may be requested to properly evaluate the permit application. D. After evaluation of the data furnished, the District may issue a FOG Wastewater Discharge Permit, subject to terms and conditions set forth in Wsas-Oxs:pj:xrsvrasuo/x2/ss 18 this Ordinance and as otherwise determined by the FOG Control Program Manager to be appropriate to protect the District's sewer system. 3.3 FOG WASTEWATER DISCHARGE PERMIT CONDITIONS The issuance of a FOG Wastewater Discharge Permit may contain any of the following conditions or limits: A. Limits on discharge of FOG and other priority pollutants. B. Requirements for proper operation and maintenance of grease interceptors and other grease control devices. C. Grease interceptor maintenance frequency and schedule. D. Requirements for implementation of Best Management Practices and installation of adequate grease interceptor and/or grease control device. E. Requirements for maintaining and reporting status of Best Management Practices F. Requirements for maintaining and submitting logs and records, including wastehauling records and waste manifests. G. Requirements to self-monitor. H. Requirements for the Food Service Establishment to construct, operate and maintain, at its own expense, FOG control device and sampling facilities. I. Additional requirements as otherwise determined to be reasonably appropriate by the FOG Control Program Manager to protect the District's system or as specified by other Regulatory Agencies. J. Other terms and conditions, which may be reasonably applicable to ensure compliance with this Ordinance. 3.4 FOG WASTEWATER DISCHARGE PERMIT APPLICATION FEE The FOG Wastewater Discharge Permit Application fee shall be paid by the applicant in an amount adopted by ordinance or resolution of the Board of Directors of the District. Payment of permit application fee must be received by the District upon submission of the permit application. A permittee shall also pay any delinquent invoices in full prior to permit renewal. 3.5 FOG WASTEWATER DISCHARGE PERMIT MODIFICATION OF TERMS AND CONDITIONS A. The terms and conditions of an issued permit may be subject to modification and change by the sole determination of the FOG Control Program Manager during the life of the permit based on: WS&5-Oxs:pj:aisnas:io/zz/N 19 1. The dischargers current or anticipated operating data; 2. The District's current or anticipated operating data; 3. Changes in the requirements of Regulatory Agencies which affect the District; or 4. A determination by the FOG Control Program Manager that such modification is appropriate to further the objectives of this Ordinance. S. The Permittee may request a modification to the terms and conditions of an issued permit. The request shall be in writing stating the requested change, and the reasons for the change. The FOG Control Program Manager shall review the request, make a determination on the request, and respond in writing. C. The Permittee shall be informed of any change in the permit limits, conditions, or requirements at least forty-five (45) days prior to the effective date of change. Any changes or new conditions in the permit shall include a reasonable time schedule for compliance. 3.6 FOG WASTEWATER DISCHARGE PERMIT DURATION AND RENEWAL FOG Wastewater Discharge Permits shall be issued for a period not to exceed four(4)years. At least 60 days prior to the expiration of the permit, the user shall apply for renewal of the permit in accordance with the provisions of this Article 3. 3.7 EXEMPTION FROM FOG WASTEWATER DISCHARGE PERMIT A limited food preparation establishment is not considered a Food Service Establishment and is exempt from obtaining a FOG Wastewater Discharge Permit. Exempted establishments shall be engaged only in reheating, hot holding or assembly of ready to eat food products and as a result, there is no wastewater discharge containing significant amount of FOG. A limited food preparation establishment does not include any operation that changes the form, flavor, or consistency of food. 3.6 NON-TRANSFERABILITY OF PERMITS FOG Wastewater Discharge Permits issued under this Ordinance are for a specific Food Service Establishment, for a specific operation and create no vested rights. A. No permit holder shall assign, transfer, sell any FOG Wastewater Discharge Permit issued under this Ordinance nor use any such permit for or on any premises or for facilities or operations or discharges not expressly encompassed within the underlying permit. B. Any permit which is transferred to a new owner or operator or to a new facility is void. WS&S-OxS:p:a189145.10/22/W 20 3.9 FOG WASTEWATER DISCHARGE PERMIT CHARGE FOR USE A charge to cover all costs of the District for providing the sewer service and monitoring shall be established by Ordinance or Resolution of the Board of Directors of the District. WS S-OXS:pj:#189145:10/22/04 21 ARTICLE 4 - FACILITIES REQUIREMENTS 4.1 DRAWING SUBMITTAL REQUIREMENTS Upon request by the District: A. Food Service Establishments may be required to submit two copies of facility site plans, mechanical and plumbing plans, and details to show all sewer locations and connections. The submittal shall be in a form and content acceptable to the District for review of existing or proposed grease control device, grease interceptor, monitoring facilities, metering facilities, and operating procedures. The review of the plans and procedures shall in no way relieve the Food Service Establishments of the responsibility of modifying the facilities or procedures in the future, as necessary to produce an acceptable discharge, and to meet the requirements of this Ordinance or any requirements of other Regulatory Agencies. B. Applicants may be required to submit site plans, floor plans, mechanical and plumbing plans, and details to show all sewers, FOG control device, grease interceptor or other pretreatment equipment and appurtenances by size, location, and elevation for evaluation. C. Food Service Establishments may be required to submit a schematic drawing of the FOG control device, grease interceptor or other pretreatment equipment, piping and instrumentation diagram, and wastewater characterization report. D. The District may require the drawings be prepared by a Calffomia Registered Civil, Chemical, Mechanical, or Electrical Engineer. 42 GREASE INTERCEPTOR REQUIREMENTS A. All Food Service Establishments shall provide wastewater acceptable to the District, under the requirements and standards established herein before discharging to any public sewer. Any Food Service Establishment required to provide FOG pretreatment shall install, operate, and maintain an approved type and adequately sized grease interceptor necessary to maintain compliance with the objectives of this Ordinance. B. Grease interceptor sizing and installation shall conform to the current edition of the Uniform Plumbing Code. Grease interceptors shall be constructed in accordance with the design approved by the FOG Control Program Manager and shall have a minimum of two compartments with fittings designed for grease retention. C. The grease interceptor shall be installed at a location where it shall be at all times easily accessible for inspection, cleaning, and removal of accumulated grease. WS&S-oxspf:xl&A4suD/22/04 22 D. Access manholes, with a minimum diameter of 24 inches, shall be provided over each grease interceptor chamber and sanitary tee. The access manholes shall extend at least to finished grade and be designed and maintained to prevent water inflow or infiltration. The manholes shall also have readily removable covers to facilitate inspection, grease removal, and wastewater sampling activities. 4.3 GREASE TRAP REQUIREMENTS A. Food Service Establishments may be required to install grease traps in the waste line leading from drains, sink, and other fixtures or equipment where grease may be introduced into the sewer system in quantities that can cause blockage. B. Sizing and installation of grease traps shall conform to the current edition of the California Plumbing Code. C. Grease traps shall be maintained in efficient operating conditions by removing accumulated grease on a daily basis. D. Grease traps shall be maintained free of all food residues and any FOG waste removed during the cleaning and scraping process. E. Grease traps shall be inspected periodically to check for leaking seams and pipes, and for effective operation of the baffles and flow regulating device. Grease traps and their baffles shall be maintained free of all caked-on FOG and waste. Removable baffles shall be removed and cleaned during the maintenance process. F. Dishwashers and food waste disposal units shall not be connected to or discharged into any grease trap. 4.4 MONITORING FACILITIES REQUIREMENTS A. The District may require the Food Service Establishments to construct and maintain in proper operating condition at the Food Service Establishment's sole expense, flow monitoring, constituent monitoring and/or sampling facilities. B. The location of the monitoring or metering facilities shall be subject to approval by the FOG Control Program Manager. C. Food Service Establishments may be required to provide immediate, clear, safe and uninterrupted access to the FOG Control Program Manager or inspectors to the Food Service Establishment's monitoring and metering facilities. D. Food Service Establishments may also be required by the FOG Control Program Manager to submit waste analysis plans, contingency plans, and meet other necessary requirements to ensure proper operation and WS&S-OXS:pi:#1891410/22/W 23 maintenance of the grease control device or grease interceptor and compliance with this Ordinance. E. No Food Service Establishment shall increase the use of water or in any other manner attempt to dilute a discharge as a partial or complete substitute for treatment to achieve compliance with this Ordinance and the FOG Wastewater Discharge Permit. 4.5 REQUIREMENTS FOR BEST MANAGEMENT PRACTICES A. All Food Service Establishments shall implement best management practices in accordance with the requirements and guidelines established by the District under its FOG Control Program in an effort to minimize the discharge of FOG to the sewer system. B. All Food Service Establishments shall be required, at a minimum, to comply with the following Best Management Practices,when applicable: 1. Installation of drain screens. Drain screens shall be installed on all drainage pipes in food preparation areas. 2. Seareoation and collection of waste cooking oil. All waste cooking oil shall be collected and stored properly in recycling receptacles such as barrels or drums. Such recycling receptacles shall be maintained properly to ensure that they do not leak. Licensed wastehaulers or an approved recycling facility must be used to dispose of waste cooking oil. 3. Disposal of food waste. All food waste shall be disposed of directly into the trash or garbage, and not in sinks. Double- bagging food wastes that have the potential to leak in trash bins is highly recommended. 4. Employee training. Employees of the food service establishment shall be trained by ownership/management periodically as specified in the permit, on the following subjects: a) How to "dry wipe" pots, pans, dishware and work areas before washing to remove grease. b) How to properly dispose of food waste and solids in enclosed plastic bags prior to disposal in trash bins or containers to prevent leaking and odors. c) The location and use of absorption products to clean under fryer baskets and other locations where grease may be spilled or dripped. Ws -ox5:pj:#18%4s:to/22/u4 24 d) How to properly dispose of grease or oils from cooking equipment into a grease receptacle such as a barrel or drum without spilling. Training shall be documented and employee signatures retained indicating each employee's attendance and understanding of the practices reviewed. Training records shall be available for review at any reasonable time by the FOG Control Program Manager or an inspector. 5. Maintenance of kitchen exhaust filters. Filters shall be cleaned as frequently as necessary to be maintained in good operating condition. The wastewater generated from cleaning the exhaust filter shall be disposed property. 6. Kitchen sicnace. Best management and waste minimization practices shall be posted conspicuously in the food preparation and dishwashing areas at all times. 4.6 GREASE INTERCEPTOR MAINTENANCE REQUIREMENTS A. Grease Interceptors shall be maintained in efficient operating condition by periodic removal of the full content of the interceptor which includes wastewater, accumulated FOG, floating materials, sludge and solids. B. All existing and newly installed grease interceptors shall be maintained in a manner consistent with a maintenance frequency approved by the FOG Control Program Manager pursuant to this section. C. No FOG that has accumulated in a grease interceptor shall be allowed to pass into any sewer lateral, sewer system, storm drain, or public right of way during maintenance activities. D. Food Service Establishments with grease interceptors may be required to submit data and information necessary to establish the maintenance frequency grease interceptors. E. The maintenance frequency for all Food Service Establishments with a grease interceptor shall be determined in one of the following methods: 1. Grease interceptors shall be fully pumped out and cleaned at a frequency such that the combined FOG and solids accumulation does not exceed 25% of the total design hydraulic depth of the grease interceptor. This is to ensure that the minimum hydraulic retention time and required available hydraulic volume is maintained to effectively intercept and retain FOG discharged to the sewer system. wS&S-oxs:rj:#uW14sao/M/m 25 2. All Food Service Establishments with a Grease Interceptor shall maintain their grease interceptor not less than every 6 months. 3. Grease interceptors shall be fully pumped out and cleaned quarterly when the frequency described in (1) has not been established. The maintenance frequency shall be adjusted when sufficient data have been obtained to establish an average frequency based on the requirements described in (1) and guidelines adopted pursuant to the FOG Control Program. The District may change the maintenance frequency at any time to reflect changes in actual operating conditions in accordance with the FOG Control Program. Based on the actual generation of FOG from the Food Service Establishment, the maintenance frequency may increase or decrease. 4. The owner/operator of a Food Service Establishment may submit a request to the FOG Control Program Manager requesting a change in the maintenance frequency at any time. The Food Service Establishment has the burden of responsibility to demonstrate that the requested change in frequency reflects actual operating conditions based on the average FOG accumulation over time and meets the requirements described in (1), and that it is in full compliance with the conditions of its permit and this Ordinance. Upon determination by the FOG Control Program Manager that requested revision is justified, the permit shall be revised accordingly to reflect the change in maintenance frequency. 5. If the grease interceptor, at any time, contains FOG and solids accumulation that does not meet the requirements described in (1), the Food Service Establishment shall be required to have the grease interceptor serviced immediately such that all fats, oils, grease, sludge, and other materials are completely removed from the grease interceptor. If deemed necessary, the FOG Control Program Manager may also increase the maintenance frequency of the grease interceptor from the current frequency. F. Wastewater, accumulated FOG, floating materials, sludge/solids, and other materials removed from the grease interceptor shall be disposed off site properly by wastehaulers in accordance with federal, state and/or local laws. W%c9-0M:pr#189145A0/2/04 26 ARTICLE 5 - MONITORING, REPORTING, NOTIFICATION, AND INSPECTION REQUIREMENTS 51 MONITORING AND REPORTING CONDITIONS A. Monitoring for Compliance with Permit Conditions and Reporting Requirements 1. The FOG Control Program Manager may require periodic reporting of the status of implementation of Best Management Practices, in accordance with the FOG Control Program. 2. The FOG Control Program Manager may require visual monitoring at the sole expense of the Permittee to observe the actual conditions of the Food Service Establishmenfs sewer lateral and sewer lines downstream. 3. The FOG Control Program Manager may require reports for self-monitoring of wastewater constituents and FOG characteristics of the Permittee needed for determining compliance with any conditions or requirements as specified in the FOG Wastewater Discharge Permit or this Ordinance. Monitoring reports of the analyses of wastewater constituents and FOG characteristics shall be in a manner and form approved by the FOG Control Program Manager and shall be submitted upon request of the FOG Control Program Manager. Failure by the Permittee to perform any required monitoring, or to submit monitoring reports required by the FOG Control Program Manager constitutes a violation of this Ordinance and be cause for the District to initiate all necessary tasks and analyses to determine the wastewater constituents and FOG characteristics for compliance with any conditions and requirements specified in the FOG Wastewater Discharge Permit or in this Ordinance. The Permittee shall be responsible for any and all expenses of the District in undertaking such monitoring analyses and preparation of reports. 4. Other reports may be required such as compliance schedule progress reports, FOG control monitoring reports, and any other reports deemed reasonably appropriate by the FOG Control Program Manager to ensure compliance with this Ordinance. B. Record Keeping Requirements The Permittee shall be required to keep all manifests, receipts and invoices of all cleaning, maintenance, grease removal of/from the grease control device, disposal carrier and disposal site location for no less than two years. The Permittee shall, upon request, make the manifests, wsas-Oxs:N:u189145:10/22/04 27 receipts and invoices available to any District representative, or inspector. These records may include: 1. A logbook of grease interceptor, grease trap or grease control device cleaning and maintenance practices. 2. A record of Best Management Practices being implemented including employee training. 3. Copies of records and manifests of wastehauling interceptor contents. 4. Records of sampling data and sludge height monitoring for FOG and solids accumulation in the grease interceptors. 5. Records of any spills and/or cleaning of the lateral or sewer system. 6. Any other information deemed appropriate by the FOG Control Program Manager to ensure compliance with this Ordinance. C. Falsifvina Information or Tampering with Process It shall be unlawful to make any false statement, representation, record, report, plan or other document that is filed with the District, or to tamper with or knowingly render inoperable any grease control device, monitoring device or method or access point required under this Ordinance. 5.2 INSPECTION AND SAMPLING CONDITIONS A. The FOG Control Program Manager may inspect or order the inspection and sample the wastewater discharges of any Food Service Establishment to ascertain whether the intent of this Ordinance is being met and the Permittee is complying with all requirements. The Permittee shall allow the District access to the Food Service Establishment premises, during normal business hours, for purposes of inspecting the Food Service Establishments grease control devices or interceptor, reviewing the manifests, receipts and invoices relating to the cleaning, maintenance and inspection of the grease control devices or interceptor. B. The FOG Control Program Manager shall have the right to place or order the placement on the Food Service Establishment's properly or other locations as determined by the FOG Control Program Manager, such devices as are necessary to conduct sampling or metering operations. Where a Food Service Establishment has security measures in force, the Permittee shall make necessary arrangements so that representatives of the District shall be permitted to enter without delay for the purpose of performing their specific responsibilities. Ws&s-oxs:pI:x1ssrasao/2z/Dn 28 C. In order for the FOG Control Program Manager to determine the wastewater characteristics of the discharger for purposes of determining the annual use charge and for compliance with permit requirements, the Permittee shall make available for inspection and copying by the District all notices, monitoring reports, waste manifests, and records including, but not limited to, those related to wastewater generation, and wastewater disposal without restriction but subject to the confidentiality provision set forth in this Ordinance. All such records shall be kept by the Permittee a minimum of two (2)years. 5.3 RIGHT OF ENTRY Persons or occupants of premises where wastewater is created or discharged shall allow the FOG Control Program Manager, or District representatives, reasonable access to all parts of the wastewater generating and disposal facilities for the purposes of inspection and sampling during all times the discharger's facility is open, operating, or any other reasonable time. No person shall interfere with, delay, resist or refuse entrance to District representatives attempting to inspect any facility involved directly or indirectly with a discharge of wastewater to the District's sewer system. In the event of an emergency involving actual or imminent sanitary sewer overflow, District's representatives may access adjoining businesses or properties which share a sewer system with a Food Service Establishment in order to prevent or remediate an actual or imminent sanitary overflow. 5.4 NOTIFICATION OF SPILL A. In the event a permittee is unable to comply with any permit condition due to a breakdown of equipment, accidents, or human error or the Permittee has reasonable opportunity to know that his/her/its discharge will exceed the discharge provisions of the FOG Wastewater Discharge Permit or this Ordinance, the discharger shall immediately notify the District by telephone at the number specked in the Permit. If the material discharged to the sewer has the potential to cause or result in sewer blockages or SSOs, the discharger shall immediately notify the local Health Department, City or County, and the District. B. Confirmation of this notification shall be made in writing to the FOG Control Program Manager at the address specified in the Permit no later than five (5) working days from the date of the incident. The written notification shall state the date of the incident, the reasons for the discharge or spill, what steps were taken to immediately correct the problem, and what steps are being taken to prevent the problem from recurring. C. Such notification shall not relieve the Permittee of any expense, loss, damage or other liability which may be incurred as a result of damage or loss to the District or any other damage or loss to person or property; nor shall such notification relieve the Permittee of any fees or other liability which may be imposed by this Ordinance or other applicable law. Wses-0xs:rt:a189145:10/M/N 29 5.5 NOTIFICATION OF PLANNED CHANGES Permittee shall notify the District at least 60 days in advance prior to any facility expansion/remodeling, or process modifications that may result in new or substantially increased FOG discharges or a change in the nature of the discharge. Permittee shall notify the District in writing of the proposed expansion or remodeling and shall submit any information requested by the District for evaluation of the effect of such expansion on Permittee's FOG discharge to the sewer system. wsas-Ou:rj:#1M45:1o/zz/N 30 ARTICLE 6 - ENFORCEMENT 6.1 PURPOSES AND SCOPE A. The Board of Directors finds that in order for the District to comply with the laws, regulations, and rules imposed upon it by Regulatory Agencies and to ensure that the District's sewer facilities are protected and are able to operate with the highest degree of efficiency, and to protect the public health and environment, specific enforcement provisions must be adopted to govern the discharges to the District's system by Food Service Establishments. B. To ensure that all interested parties are afforded due process of law and that violations are resolved as soon as possible, the general policy of the District is that: 1. Any determination relating to a notice of violation and Compliance Schedule Agreement (CSA) will be made by the FOG Control Program Manager, with a right of appeal by the permittee to the General Manager pursuant to the procedures set forth in Section 6.12. 2. A permittee, or applicant for a permit may request the Board of Directors of the District to hear an appeal of the General Managers decision pursuant to Section 6.13. Such request may be granted or denied by the Board of Directors. 3. Any permit suspension or revocation recommended by the FOG Control Program Manager will be heard and a recommendation made to the General Manager or other person designated by the General Manager with a right of appeal of the General Managers order by the permittee to the Board of Directors pursuant to the provisions of Section 6.13. C. The District, at its discretion, may utilize any one, combination, or all enforcement remedies provided in Article 6 in response to any permit or Ordinance violations. 6.2 DETERMINATION OF NONCOMPLIANCE WITH FOG WASTEWATER DISCHARGE PERMIT CONDITIONS A. Inspection Procedures 1. Inspection of Food Service Establishments shall be conducted in the time, place, manner, and frequency determined at the sole discretion of the FOG Control Program Manager. 2. Noncompliance with Best Management Practices, 25% Rule for grease interceptors, maintenance frequency requirements for ws&s-ous:N:atsnasao/u/04 31 grease interceptors, permit discharge conditions, or any discharge provisions of this Ordinance may be determined by an inspection of the Food Service Establishment. B. Sampling Procedures 1. Sampling of Food Service Establishments shall be conducted in the time, place, manner, and frequency determined at the sole discretion of the District. 2. Non-compliance with mass emission rate limits, concentration limits, permit discharge conditions, or any discharge provision of this Ordinance may be determined by an analysis of a grab or composite sample of the effluent of a user. Noncompliance with mass emission rate limits shall be determined by an analysis of a composite sample of the user's effluent, except that a grab sample may be used to determine compliance with mass emission rate limits when the discharge is from a closed (batch) treatment system in which there is no wastewater flow into the system when the discharge is occurring, the volume of wastewater contained in the batch system is known, the time interval of discharge is known, and the grab sample is homogeneous and representative of the discharge. 3. Any sample taken from a sample point is considered to be representative of the discharge to the public sewer. C. Noncompliance Fees Any permittee determined to be in noncompliance with the terms and conditions specified in its permit or with any provision of this Ordinance shall pay a noncompliance fee. The purpose of the noncompliance fee is to compensate the District for costs of additional inspection and follow-up, sampling, monitoring, laboratory analysis, treatment, disposal, and administrative processing incurred as a result of the noncompliance, and shall be in addition to and not in lieu of any penalties as may be assessed pursuant to Sections 6.10 and 6.11. Noncompliance fees shall be in the amount adopted by ordinance or resolution by the District's Board of Directors. 6.3 COMPLIANCE SCHEDULE AGREEMENT(CSA) A. Upon determination that a permittee is in noncompliance with the terms and conditions specified in its permit or any provision of this Ordinance, or needs to construct and/or acquire and install a grease control device or grease interceptor, the FOG Control Program Manager may require the permittee to enter into a CSA. B. The issuance of a CSA may contain terms and conditions including but not limited to requirements for installation of a grease control device, WS&S-0xs:pj:#18%a:10/u/04 32 grease interceptor and facilities, submittal of drawings or reports, audit of waste hauling records, best management and waste minimization practices, payment of fees, or other provisions to ensure compliance with this Ordinance. C. The FOG Control Program Manager shall not enter into a CSA until such time as all amounts owed to the District, including user fees, noncompliance sampling fees, or other amounts due are paid in full, or an agreement for deferred payment secured by collateral or a third party, is approved by the FOG Control Program Manager. D. If compliance is not achieved in accordance with the terms and conditions of a CSA during its term, the FOG Control Program Manager may issue an order suspending or revoking the discharge permit pursuant to Section 6.4 or 6.5 of this Ordinance. 6.4 PERMIT SUSPENSION A. The General Manager may suspend any permit when it is determined that a permittee: 1. Fails to comply with the terms and conditions of a CSA order. 2. Knowingly provides a false statement, representation, record, report, or other document to the District. 3. Refuses to provide records, reports, plans, or other documents required by the District to determine permit terms or conditions, discharge compliance, or compliance with this Ordinance. 4. Falsifies, tampers with, or knowingly renders inaccurate any monitoring device or sample collection method. 5. Refuses reasonable access to the permittee's premises for the purpose of inspection and monitoring. 6. Does not make timely payment of all amounts owed to the District for user charges, permit fees, or any other fees imposed pursuant to this Ordinance. 7. Causes interference, sewer blockages, or SSOs with the District's collection, treatment, or disposal system. B. Violates grease interceptor maintenance requirements, any condition or limit of its discharge permit or any provision of the District's Ordinance. B. When the FOG Control Program Manager has reason to believe that grounds exist for permit suspension, he/she shall give written notice thereof by certified mail to the permittee setting forth a statement of the facts and grounds deemed to exist, together with the time and place wso-s-0xs:pj:4189145:10/22/04 33 where the charges shall be heard by the General Manager or his/her designee. The hearing date shall be not less than fifteen (15) calendar days nor more than forty-five (45) calendar days after the mailing of such notice. 1. At the suspension hearing, the permittee shall have an opportunity to respond to the allegations set forth in the notice by presenting written or oral evidence. The hearing shall be conducted in accordance with procedures established by the General Manager and approved by the District's General Counsel. 2. If the General Manager designated a hearing officer, after the conclusion of the hearing, the hearing officer shall submit a written report to the General Manager setting forth a brief statement of fads found to be true, a determination of the issues presented, conclusions, and a recommendation. 3. Upon receipt of the written report of a hearing officer or conclusion of the hearing, if the General Manager conducted the hearing, the General Manager shall make his/her determination and should he/she find that grounds exist for suspension of the permit, he/she shall issue his/her decision and order in writing within thirty (30) calendar days after the conclusion of the hearing. The written decision and order of the General Manager shall be sent by certified mail to the permittee or its legal counsel/representative at the permittee's business address. C. Effect 1. Upon an order of suspension by the General Manager becoming final, the permittee shall immediately cease and desist its discharge and shall have no right to discharge any wastewater containing FOG directly or indirectly to the District's system for the duration of the suspension. All costs for physically terminating and reinstating service shall be paid by the permittee. 2. Any owner or responsible management employee of the permittee shall be bound by the order of suspension. 3. An order of permit suspension issued by the General Manager shall be final in all respects on the sixteenth (16th) day after it is mailed to the permittee unless a request for hearing is filed with the Board of Directors of the District pursuant to Section 6.13. no later than 5:00 p.m. on the fifteenth (15th) day following such mailing. 6.5 PERMIT REVOCATION A. The General Manager may revoke any permit when it is determined that a permittee: casks-0xs:n:a189145a0/22/N 34 1. Knowingly provides a false statement, representation, record, report, or other document to the District. 2. Refuses to provide records, reports, plans, or other documents required by the District to determine permit terms, conditions, discharge compliance, or compliance with this Ordinance. 3. Falsifies, tampers with, or knowingly renders inaccurate any monitoring device or sample collection method. 4. Fails to comply with the terms and conditions of permit suspension or CSA. 5. Discharges effluent to the District's sewer system while its permit is suspended. 6. Refuses reasonable access to the permittee's premises for the purpose of inspection and monitoring. 7. Does not make timely payment of all amounts owed to the District for user charges, permit fees, or any other fees imposed pursuant to this Ordinance. 8. Causes interference, sewer blockages, or SSOs with the District collection, treatment, or disposal system. 9. Violates grease interceptor maintenance requirements, any condition or limit of its discharge permit or any provision of the District's Ordinance. B. Approval. When the FOG Control Program Manager has reason to believe that grounds exist for the revocation of a permit, he/she shall give written notice by certified mail thereof to the permittee setting forth a statement of the facts and grounds deemed to exist together with the time and place where the charges shall be heard by the General Manager or his/her designee. The hearing date shall be not less than fifteen (15) calendar days nor more than forty-five (45) calendar days after the mailing of such notice. 1. At the hearing, the permittee shall have an opportunity to respond to the allegations set forth in the notice by presenting written or oral evidence. The revocation hearing shall be conducted in accordance with the procedures established by the General Manager and approved by the District's General Counsel. 2. If the General Manager designated a hearing officer, after the conclusion of the hearing, the hearing officer shall submit a written report to the General Manager setting forth a brief statement of facts found to be true, a determination of the issues presented, conclusions, and a recommendation. ws416-0xs:Pj:a1e910:10/M/04 35 3. Upon receipt of the written report by the hearing officer, or conclusion of the hearing, if the General Manager conducted the hearing, the General Manager shall make his/her determination and should he/she find that grounds exist for permanent revocation of the permit, he/she shall issue his/her decision and order in writing within thirty(30)calendar days after the conclusion of the hearing. The written decision and order of the General Manager shall be sent by certified mail to the permittee or its legal counsel/representative at the permittee's business address. In the event the General Manager determines to not revoke the permit, he/she may order other enforcement actions, including, but not limited to, a temporary suspension of the permit, under terms and conditions that he/she deems appropriate. C. Effect 1. Upon an order of revocation by the General Manager becoming final, the permittee shall permanently lose all rights to discharge any wastewater containing FOG directly or indirectly to the District's system. All costs for physical termination shall be paid by the permittee. 2. Any owner or responsible management employee of the permittee shall be bound by the order of revocation. 3. Any future application for a permit at any location within the District by any person associated with an order of revocation will be considered by the District after fully reviewing the records of the revoked permit, which records may be the basis for denial of a new permit. 4. An order of permit revocation issued by the General Manager shall be final in all respects on the sixteenth (16th) day after it is mailed to the permittee unless a request for hearing is filed with the Board of Directors pursuant to Section 6.13 no later than 5:00 p.m. on the fifteenth (15th)day following such mailing. 6.6 DAMAGE TO FACILITIES OR INTERRUPTION OF NORMAL OPERATIONS A. Any person who discharges any waste which causes or contributes to any sewer blockage, SSOs, obstruction, interference, damage, or any other impairment to the District's sewer facilities or to the operation of those facilities shall be liable for all costs required to clean or repair the facilities together with expenses incurred by the District to resume normal operations. A service charge of twenty-five percent (25%) of District's costs shall be added to the costs and charges to reimburse the District for miscellaneous overhead, including administrative personnel and record keeping. The total amount shall be payable within forty five (45) days of invoicing by the District. Ws s-0X :Pj:N18914:10/22/04 36 B. Any person who discharges a waste which causes or contributes to the District violating its discharge requirements established by any Regulatory Agency incurring additional expenses or suffering losses or damage to the facilities, shall be liable for any costs or expenses incurred by the District, including regulatory fines, penalties, and assessments made by other agencies or a court. 6.7 PUBLIC NUISANCE Discharge of wastewater in any manner in violation of this Ordinance or of any order issued by the FOG Control Program Manager or General Manager, as authorized by this Ordinance, is hereby declared a public nuisance and shall be corrected or abated as directed by the FOG Control Program Manager or General Manager. Any person creating a public nuisance is guilty of a misdemeanor. 6.6 TERMINATION OF SERVICE A. The District, by order of the General Manager, may physically terminate sewer service to any property as follows: 1. On a term of any order of suspension or revocation of a permit; or 2. Upon the failure of a person not holding a valid FOG Wastewater Discharge Permit to immediately cease the discharge, whether direct or indirect, to the Districts sewer facilities after the notice and process in Section 6.5 herein. B. All costs for physical termination shall be paid by the owner or operator of the Food Service Establishment or permittee as well as all costs for reinstating service. 6.9 EMERGENCY SUSPENSION ORDER A. The District may, by order of the General Manager, suspend sewer service when the General Manager determines that such suspension is necessary in order to stop an actual or impending discharge which presents or may present an imminent or substantial endangerment to the health and welfare of persons, or to the environment, or may cause SSOs, sewer blockages, interference to the District's sewer facilities, or may cause the District to violate any State or Federal Law or Regulation. Any discharger notified of and subject to an Emergency Suspension Order shall immediately cease and desist the discharge of all wastewater containing FOG to the sewer system. B. As soon as reasonably practicable following the issuance of an Emergency Suspension Order, but in no event more than five (5) business days following the issuance of such order, the General Manager shall hold a hearing to provide the Food Service Establishment or Permittee the opportunity to present information in opposition to the issuance of the Emergency Suspension Order. Such a hearing shall not WS&S-OxS:pj:n189145a0/22/m 37 stay the effect of the Emergency Suspension Order. The hearing shall be conducted in accordance with procedures established by the General Manager and approved by the District's General Counsel. The General Manager shall issue a written decision and order within two (2) business days following the hearing, which decision shall be sent by certified mail to the Food Service Establishment or its legal counsel/representative at that Food Service Establishment's business address. The decision of the General Manager following the hearing shall be final and not appealable to the Board, but may be subject to judicial review pursuant to Section 6.16. 6.10 CIVIL PENALTIES A. All users of the District's system and facilities are subject to enforcement actions administratively or judicially by the District, U.S. EPA, State of California Regional Water Quality Control Board, the County of Orange or District Attorney. Said actions may be taken pursuant to the authority and provisions of several laws, including but not limited to: (1) Federal Water Pollution Control Act, commonly known as the Clean Water Act (33 U.S.C.A. Section 1251 at seq.); (2) California Porter-Cologne Water Quality Control Act (California Water Code Section 13000 at seq.); (3) California Hazardous Waste Control Law (California Health & Safety Code Sections 25100 to 25250); (4) Resource Conservation and Recovery Act of 1976 (42 U.S.C.A Section 6901 et seq.); and (5) California Government Code, Sections 54739-54740. B. In the event the District is subject to the payment of fines or penalties pursuant to the legal authority and actions of other regulatory or enforcement agencies based on a violation of law or regulation or its permits, and said violation can be established by the District, as caused by the discharge of any user of the District's system which is in violation of any provision of the District's Ordinance or the user's permit, the District shall be entitled to recover from the user all costs and expenses, including, but not limited to, the full amount of said fines or penalties to which it has been subjected. C. Pursuant to the authority of California Government Code Sections 54739 - 54740, any person who violates any provision of this Ordinance; any permit condition, prohibition or effluent limit; or any suspension or revocation order shall be liable civilly for a sum not to exceed $25,000.00 per violation for each day in which such violation occurs. Pursuant to the authority of the Clean Water Act, 33 U.S.C. Section 1251 at seq., any person who violates any provision of this Ordinance, or any permit condition, prohibition, or effluent limit shall be liable civilly for a sum not to exceed $25,000.00 per violation for each day in which such violation occurs. The General Counsel of the District, upon request of the General Manager, shall petition the Superior Court to impose, assess, and recover such penalties, or such other penalties as the District may impose, assess, and recover pursuant to Federal and/or State legislative authorization. ws&s-oxs:pl:N1a91A510/zz/0n 38 D. Administrative Civil Penalties 1 Pursuant to the authority of California Government Code Sections 54740.5 and 54740.6, the District may issue an administrative complaint to any person who violates: a) any provision of this Ordinance; b) any permit condition, prohibition, or effluent limit; or C) any suspension or revocation order. 2. The administrative complaint shall be served by personal delivery or certified mail on the person and shall inform the person that a hearing will be conducted, and shall specify a hearing date within sixty (60)days following service. The administrative complaint will allege the act or failure to act that constitutes the violation of the District's regulations, the provisions of law authorizing civil liability to be imposed, and the proposed civil penalty. The matter shall be heard by the General Manager or his/her designee. The person to whom an administrative complaint has been issued may waive the right to a hearing, in which case a hearing will not be conducted. 3. At the hearing, the person shall have an opportunity to respond to the allegations set forth in the administrative complaint by presenting written or oral evidence. The hearing shall be conducted in accordance with the procedures established by the General Manager and approved by the District's General Counsel. 4. If the General Manager designated a hearing officer, after the conclusion of the hearing, the hearing officer shall submit a written report to the General Manager setting forth a brief statement of the facts found to be true, a determination of the issues presented, conclusions, and a recommendation. 5. Upon receipt of the written report by the hearing officer, or conclusion of the hearing if the General Manager conducted the hearing, the General Manager shall make his/her determination and should he/she find that grounds exist for assessment of a civil penalty against the person, he/she shall issue his/her decision and order in writing within thirty (30)calendar days after the conclusion of the hearing . 6. If, after the hearing or appeal, If any, it is found that the person has violated reporting or discharge requirements, the General Manager or Board of Directors may assess a civil penalty against that person. In determining the amount of the civil penalty, the General Manager or Board of Directors may take into consideration all relevant circumstances, including but not limited to the extent of harm caused by the violation, the economic benefit WS&S—0XR-peNIM :10/22/04 39 derived through any non-compliance, the nature and persistence of the violation, the length of time over which the violation occurs, and corrective action, if any, attempted or taken by the person involved. 7. Civil penalties may be assessed as follows: a) In an amount which shall not exceed two thousand dollars ($2,000.00) for each day for failing or refusing to fumish required reports; b) In an amount which shall not exceed three thousand dollars ($3,000.00) for each day for failing or refusing to timely comply with any compliance schedules established by the District; c) In an amount which shall not exceed five thousand dollars ($5,000.00) per violation for each day of discharge in violation of any waste discharge limit, permit condition, or requirement issued, reissued, or adopted by the District; d) In any amount which does not exceed ten dollars ($10.00) per gallon for discharges in violation of any suspension, revocation, cease and desist order or other orders, or prohibition issued, reissued, or adopted by the District; 8. An order assessing administrative civil penalties issued by the General Manager shall be final in all respects on the thirty-first (31st) day after it is served on the person unless an appeal and request for hearing is filed with the Board of Directors pursuant to Section 6.13 no later than the thirtieth (30th) day following such mailing. An order assessing administrative civil penalties issued by the Board of Directors shall be final upon issuance. 9. Copies of the administrative order shall be served on the party served with the administrative complaint, either by personal service or by registered mail to the person at his/her/its business or residence address, and upon other persons who appeared at the hearing and requested a copy of the order. 10. Any person aggrieved by a final order issued by the Board of Directors, after granting review of the order of the General Manager, may obtain review of the order of the Board of Directors in the superior court, pursuant to Govemment Code Section 54740.6, by filing in the court a petition for writ of mandate within thirty (30) days following the service of a copy of the decision or order issued by the Board of Directors. 11. Payment of any order setting administrative civil penalties shall be made within thirty (30) days of the date the order becomes final. wsmS-oxS:Pgaisn45:10/n/N 40 The amount of any administrative civil penalties imposed shall constitute a debt to the District. 12. No administrative civil penalties shall be recoverable for any violation for which the District has recovered civil penalties through a judicial proceeding fled pursuant to Government Code Section 54740. 6.11 CRIMINAL PENALTIES Any person who violates any provision of this Ordinance is guilty of a misdemeanor, which upon conviction is punishable by a fine not to exceed $1,000.00, or imprisonment for not more than 6 months, or both. Each violation and each day in which a violation occurs may constitute a new and separate violation of this Ordinance and shall be subject to the penalties contained herein. 6.12 APPEALS TO GENERAL MANAGER A. Any Food Service Establishment, permit applicant or permittee affected by any decision, action or determination made by the FOG Control Program Manager or notice of violation issued by any District inspector may file with the General Manager a written request for an appeal hearing. The request must be received by the District within fifteen (15) days of mailing of notice of the decision, action, or determination of the FOG Control Program Manager to the appellant. The request for hearing shall set forth in detail all facts supporting the appellant's request. B. The General Manager shall, within fifteen (15) days of receiving the request for appeal, designate a Department Head or other person to hear the appeal and provide written notice to the appellant of the hearing date, time and place. The hearing date shall not be more than thirty (30) days from the mailing of such notice by certified mail to the appellant unless a later date is agreed to by the appellant. If the hearing is not held within said time due to actions or inactions of the appellant, then the staff decision shall be deemed final. C. At the hearing, the appellant shall have the opportunity to present information supporting its position conceming the FOG Control Program Manager's decision, action or determination. The hearing shall be conducted in accordance with procedures established by the General Manager and approved by the District's General Counsel. D. Aker the conclusion of the hearing, the Department Head (or other designee) shall submit a written report to the General Manager setting forth a brief statement of facts found to be true, a determination of the issues presented, conclusions, and a recommendation whether to uphold, modify or reverse the FOG Control Program Manager's original decision, action or determination. Upon receipt of the written report, the General Manager shall make his/her determination and shall issue his/her decision and order within thirty (30) calendar days of the hearing by his/her designee. The written decision and order of the General Manager WB -OX&pj:k189145:10/Yl/04 41 shall be sent by certified mail to the appellant or its legal counsel/representative at the appellant's business address. The order of the General/City Manager shall be final in all respects on the sixteenth (16th) day after it is mailed to the appellant unless a request for hearing is filed with the Board of Directors pursuant to Section 6.13, no later than 5:00 p.m. on the fifteenth day following such mailing. 6.13 APPEALS TO THE BOARD OF DIRECTORS A. Any Food Service Establishment, permit applicant, or permittee adversely affected by a decision, action, or determination made by the General Manager may, prior to the date that the General Managers order becomes final, file a written request for hearing before the Board of Directors accompanied by an appeal fee in the amount established by a separate resolution of the District's Board of Directors. The request for hearing shall set forth in detail all the issues in dispute for which the appellant seeks determination and all facts supporting appellant's request. No later than sixty (60) days after receipt of the request for hearing, the Board of Directors shall either set the matter for a hearing, or deny the request for a hearing. A hearing shall be held by the Board of Directors within sixty-five (65) days from the date of determination granting a hearing, unless a later date is agreed to by the appellant and the Board of Directors. If the matter is not heard within the required time, due to actions or inactions of the appellant, the General Manager's order shall be deemed final. B. The Board of Directors shall grant all requests for a hearing on appeals concerning permit suspension, revocation, or denial. Whether to grant or deny the request for a hearing on appeals of other decisions of the General Manager shall be within the sole discretion of the Board of Directors. C. The appeal fee shall be refunded if the Board of Directors denies a hearing or reverses or modifies, in favor of the appellant, the order of the General Manager. The fee shall not be refunded if the Board of Directors denies the appeal. D. After the hearing, the Board of Directors shall make a determination whether to uphold, modify, or reverse the decision, action, or determination made by the General Manager. The decision of the Board of Directors shall be set forth in writing within sixty-five (65) days after the close of the hearing and shall contain a finding of the facts found to be true, the determination of issues presented, and the conclusions. The written decision and order of the Board of Directors shall be sent by certified mail to the appellant or its legal counsel/representative at the appellant's business address. WS&S-OxS:pj:41M45:10/U/04 42 The order of the Board of Directors shall be final upon its adoption. In the event the Board of Directors fails to reverse or modify the General Manager's order, it shall be deemed affirmed. 6.14 PAYMENT OF CHARGES A. Except as otherwise provided, all fees, charges and penalties established by this Ordinance are due and payable upon receipt of notice thereof. All such amounts are delinquent if unpaid forty-five (45) days after date of invoice. B. Any charge that becomes delinquent shall have added to it a penalty in accordance with the following: 1. Forty-six (46) days after date of invoice, a basic penalty of ten percent (10%) of the base invoice amount, not to exceed a maximum of$1,000.00; and 2. A penalty of one and one-half percent (1.5%) per month of the base invoice amount and basic penalty shall accrue from and after the forty-sixth (46th)day after date of invoice. C. Any invoice outstanding and unpaid after ninety (90) days shall be cause for immediate initiation of permit revocation proceedings or immediate suspension of the permit. D. Penalties charged under this Section shall not accrue to those invoices successfully appealed, provided the District receives written notification of said appeal prior to the payment due date. E. Payment of disputed charges is still required by the due date during District review of any appeal submitted by permittees. Collection of Delinquent Accounts Collection of delinquent accounts shall be in accordance with the Districfs policy resolution establishing procedures for collection of delinquent obligations owed to the District, as amended from time to time by the Board of Directors. Any such action for collection may include an application for an injunction to prevent repeated and recurring violations of this Ordinance. 6.15 FINANCIAL SECURITY/AMENDMENTS TO PERMIT A. Delinquent Accounts The District may require an amendment to the permit of any Permittee who fails to make payment in full of all fees and charges assessed by the District, including reconciliation amounts, delinquency penalties, and other costs or fees incurred by the Permittee. W6 -0x5:pj:k189145:10/22/W 4 B. Bankruptcy Every Permittee filing any legal action in any court of competent jurisdiction, including the United States Bankruptcy Court, for purposes of discharging its financial debts or obligations or seeking court-ordered, protection from its creditors, shall, within ten (10) days of filing such action, apply for and obtain the issuance of an amendment to its permit. C. Security An amendment to a waste discharge permit issued, may be conditioned upon the Permittee depositing financial security in an amount equal to the average total fees and charges for two (2) calendar quarters during the preceding year. Said deposit shall be used to guarantee payment of all fees and charges incurred for future services and facilities furnished by District and shall not be used by the District to recover outstanding fees and charges incurred prior to the Permittee filing and receiving protection from creditors in the United States Bankruptcy Court. D. Return of Security In the event the Permittee makes payment in full within the time prescribed by this Ordinance of all fees and charges incurred over a period of two (2) years following the issuance of an amendment to the permit, the District shall either return the security deposit posted by the Permittee or credit their account. 6.16 JUDICIAL REVIEW A. Pursuant to Section 1094.6 of the California Code of Civil Procedure, the District hereby enacts this part to limit to ninety (90) days following final decisions in adjudicatory administrative hearings the time within which an action can be brought to review such decisions by means of administrative mandamus. B. Definitions As used in this Section, the following terms and words shall have the following meanings: 1. Decision shall mean and include adjudicatory administrative decisions that are made after hearing, or after revoking, suspending, or denying an application for a permit. 2. Complete Record shall mean and include the transcript, if any exists, of the proceedings, all pleadings, all notices and orders, any proposed decision by the District's officers, agents, or employees, the final decision, all admitted exhibits, all rejected exhibits in the possession of the District or its officers, agents or employees, all written evidence, and any other papers in the case. wsas-oxs:pi:aiannsuo/22/W 44 C. Time Limit for Judicial Review. Judicial review of any decision of the District or its officer or agent may be made pursuant to Section 1094.5 of the Code of Civil Procedure only if the petition for writ of mandate is filed not later than the ninetieth (90th) day following the date on which the decision becomes final. If there is no provision for reconsideration in the procedures governing the proceedings or if the date is not otherwise specified, the decision is final on the date it is made. If there is provision for reconsideration, the decision is final upon the expiration of the period during which such reconsideration can be sought; provided that if reconsideration is sought pursuant to such provision the decision is final for the purposes of this Section on the date that reconsideration is rejected. D. The complete record of the proceedings shall be prepared by the District officer or agent who made the decision and shall be delivered to the petitioner within ninety (90) days after he/she has filed written request therefor. The District may recover from the petitioner its actual costs for transcribing or otherwise preparing the record. E. If the petitioner files a request for the record within ten (10) days after the date the decision becomes final, the time within which a petition, pursuant to Section 1094.5 of the Code of Civil Procedure, may be filed shall be extended to not later than the thirtieth (30th) day following the date on which the record is either personally delivered or mailed to the petitioner or the petitioner's attorney of record, if appropriate. F. In making a final decision, the District shall provide notice to the party that Section 1094.6 of the Code of Civil Procedure governs the time within which judicial review must be sought. G. Notwithstanding the foregoing in this Section 6.16, and pursuant to Government Code Section 54740.6, judicial review of an order of the Board of Directors imposing administrative civil penalties pursuant to Section 6.10.D may be made only if the petition for writ of mandate is filed not later than the thirtieth (30th) day following the day on which the order of the Board of Directors becomes final. cases-oxs:p1:#18%n :t0/zz/0a 45 ARTICLE 7 - SEVERABILITY If any section, subsection, subdivision, sentence, clause or phrase of this Ordinance is for any reason held to be unconstitutional or otherwise invalid, such invalidity shall not affect the validity of this entire Ordinance or any of the remaining portions hereof. The Board of Directors hereby declares that it would have passed this Ordinance, and each section, subsection, subdivision, sentence, clause or phrase hereof, irrespective of the fact that any one or more sections, subsections, subdivisions, sees, clauses or phrases be declared unconstitutional or otherwise invalid. wsas-oxs:rt:xiMv :10/M/04 46 ARTICLE 8 -EFFECTIVE DATE This Ordinance shall take effect January 1, 2005, and a summary shall be published in a newspaper of general circulation as provided by law. PASSED AND ADOPTED by the Board of Directors of Orange County Sanitation District this 17th day of November, 2004. 'V air, Board of Direcipts 9nge County Sanitfitiori District Attest�/) Secretary of tM Board of/9irectors Oran County SanitatiolY District /Thomas L. Woodruff, General e6unsel- Orange County Sanitation District WS&S-OXS:pj:#189145A:10/M/04 46 e STATE OF CALIFORNIA ) )SS. COUNTY OF ORANGE ) I, PENNY M. KYLE, Secretary of the Board of Directors of Orange County Sanitation District, do hereby certify that the above and foregoing Ordinance No. OCSD- 25 was passed and adopted at a regular meeting of said Board on the 17" day of November, 2004, by the following vote, to wit: AYES: James M. Ferryman, Board Vice Chair; Don Bankhead; Patricia Bortle; Carolyn Cavecche; Alberta Christy; John Collins; Doug Davert; Mike Duvall; Norm Eckenrode; Cathy Green; Alice Jempsa; Beth Krom; Shirley McCracken; Darryl Miller; Roy Moore; Joy L. Neugebauer; Anna Piercy; Tod Ridgeway; Jim Silva; Paul Walker; Paul Yost NOES: None ABSENT: Steve Anderson, Board Chair; Bill Dalton; Brian Donahue; Patsy Marshall IN WITNESS WHEREOF, I have hereunto set my hand this 17' day of November, 2004. Penny M. 4le / — Secretary of the Boar L Of Directors Orange County Sanitation District %1LEAD\DATA2\WP.DTAIADMIMBS\ORDINANCES\ORDINANCE CERTIFICATION.DOC APPENDIX E2 Ordinance No. OCSD-39 Establishing Wastewater Discharge Regulations Revision Date Revision Date No. Updated No. Updated 0 09/23/09 4 1 5 2 6 3 7 ORDINANCE NO. OCSD-39 AN ORDINANCE OF THE BOARD OF DIRECTORS OF ORANGE COUNTY SANITATION DISTRICT ESTABLISHING WASTEWATER DISCHARGE REGULATIONS,REVISING ARTICLE 1, SECTION 104, AND REPEALING ORDINANCE NO. OCSD-37 The Board of Directors of the Orange County Sanitation District (OCSD) does hereby FIND: A. That a comprehensive 30-year Master Plan of Capital Facilities, entitled "Collection, Treatment and Disposal Facilities Master Plan — 1989", hereinafter referred to as the "Master Plan", which includes detailed financial and engineering reports, was prepared, approved, and adopted by the Boards of Directors of the Predecessor Districts in 1989, setting forth and identifying the required future development of OCSD Facilities, including the financial projections for providing sewer service to all properties within the individual service areas of each of the nine Predecessor Districts; and, B. That the financial and engineering reports of the Master Plan were made available to the public, both prior to and subsequent to the adoption of the Master Plan, and were subject to noticed public hearings, all in accordance with the provisions of the California Constitution and Government Code Section 66016, and other provisions of law; and, C. That the OCSD, in 1997, as part of its maintenance and updating of its Master Plan, undertook a comprehensive evaluation and study of its operational and financial needs for the next 20 years, including a detailed assessment of all types and categories of users; the demands on the system and capacity needs of the system to provide necessary service to the multiple categories of users; the total costs of the existing and future facilities in the system; and alternate methodologies for establishing fair and equitable charges to connect to and gain access to the system. These comprehensive planning, engineering, and financial studies led to the development of an updated Comprehensive Master Plan of Capital Facilities, which was approved and adopted by OCSD Resolution No. 99-21 of the Board of Directors on October 27, 1999; and, D. That in June 2002 the OCSD completed the Interim Strategic Plan Update (ISPU) which further updated these critical factors and developed revised cost estimates and user fee projections for upgrading the OCSD's level of treatment to secondary standards. On July 17, 2002, after reviewing: (1) the ISPU treatment alternatives, (2) ocean monitoring data, (3) public input, (4) regulatory issues, and (5) financial considerations, the Board of Directors made the decision to upgrade our treatment to meet secondary treatment standards; and, Page 1 of 80 E. That the OCSD is required by federal and state law, including the Clean Water Act (33 U.S.C. 1251, et sea.), the General Pretreatment Regulations (40 C.F.R. 403), and the Porter-Cologne Water Quality Control Act (Water Code Sections 13000 at sea.), to implement and enforce a program for the regulation of wastewater discharges to the OCSD's sewers; and, F. That the OCSD is required by federal, state and local law to meet applicable standards of treatment plant effluent quality; and, G. That the adoption of this Ordinance is statutorily exempt under the California Environmental Quality Act pursuant to the provisions of Public Resources Code Section 21080(b)(8) and California Code of Regulations Section 15273(a) and categorically exempt pursuant to California Code of Regulations Sections 15307 and 15308. NOW, THEREFORE, the Board of Directors of the Orange County Sanitation District does hereby ORDAIN: Section I: Wastewater Discharge Regulations governing the use of OCSD sewerage facilities are hereby enacted to provide: ARTICLE 1 GENERAL PROVISIONS 101. PURPOSE AND POLICY This ordinance sets uniform requirements for Users of OCSD's facilities and enables OCSD to comply with all applicable State and Federal laws, including the Clean Water Act (33 United States Code [U.S.C.] section 1251 at seq.) and the General Pretreatment Regulations (Title 40 of the Code of Federal Regulations [CFR] Part 403). This Ordinance shall be interpreted in accordance with the definitions set forth in Section 102. The provisions of the Ordinance shall apply to the direct or indirect discharge of all liquid wastes carried to facilities of the OCSD. A. The purpose of this Ordinance is to provide for the maximum public benefit from the use of the OCSD facilities. This shall be accomplished by regulating sewer use and wastewater discharges, by providing equitable distribution of costs, in compliance with applicable Federal, State and local Regulations, and by supporting the proper disposal of Prescription Drugs as noted in the guidelines published by the Office of National Drug Control Policy. The revenues to be derived from the application of this Ordinance shall be used to defray all costs of providing sewerage service by the OCSD, including, but not limited to, administration, operation, monitoring, Page 2 of 80 maintenance, financing, capital construction, replacement and recovery, and provisions for necessary reserves; B. This ordinance is meant to protect both OCSD personnel who may be affected by wastewater, sludge, and biosolids in the course of their employment and the general public; C. To comply with Federal, State, and local policies and to allow the OCSD to meet applicable standards of treatment plant effluent quality, biosolids quality, and air quality, provisions are made in this Ordinance for the regulation of wastewater discharges to the public sewer. This Ordinance establishes quantity and quality limits on all wastewater discharges which may adversely affect the OCSD's sewerage systems, processes, effluent quality, biosolids quality, air emission characteristics, or inhibit the OCSD's ability to beneficially reuse or dispose of its treated wastewater, biosolids or meet biosolids discharge criteria. It is the intent of these limits to improve the quality of wastewater being received for treatment and to encourage water conservation and waste minimization by all users connected to a public sewer. It is the OCSD's intent to limit future increases in the quantity (mass emission) of waste constituents being discharged. This Ordinance also provides for regulation of the degree of waste pretreatment required, the issuance of permits for wastewater discharge and connections and other miscellaneous permits, and establishes penalties for violation of the Ordinance. D. Since the OCSD is committed to a policy of wastewater reclamation and reuse in order to provide an alternate source of water supply, the implementation of programs for reclamation through secondary and tertiary wastewater treatment processes may necessitate more stringent quality requirements on wastewater discharges. In the event that more stringent quality requirements are necessary, the Ordinance will be amended to reflect those changes. E. Since the OCSD is committed to a policy for the beneficial use of biosolids, the implementation of programs to land-apply or provide for the marketing and distribution of biosolids may necessitate more stringent quality requirements on wastewater discharges. F. Since the OCSD is also committed to meet applicable air quality goals established by the South Coast Air Quality Management OCSD, more stringent quality requirements on wastewater discharges may be required to meet such goals. 102. DEFINITIONS Page 3 of 80 A. Unless otherwise defined herein, terms related to water quality shall be as adopted in the latest edition of Standard Methods for the Examination of Water and Wastewater, published by the American Public Health Association, the American Water Works Association and the Water Pollution Control Federation. The testing procedures for waste constituents and characteristics shall be as provided in 40 CFR 136 (Code of Federal Regulations; Title 40; Protection of Environment; Chapter I, Environmental Protection Agency; Part 136, Test Procedures for the Analyses of Pollutants), or as specified. Other terms not herein defined are defined as being the same as set forth in the International Conference of Building Officials Uniform Building Code, Current Edition. 1. Best Management Practices (BMPs) shall mean schedules of activities, prohibitions of practices, maintenance procedures, operating procedures, practices to control spillage or leaks, treatment requirements, and other management practices to prevent or reduce pollution or to meet Article 2 standards. 2. Biochemical Oxygen Demand (BOD) shall mean a measurement of oxygen utilized by the decomposition of organic material, over a specified time period (usually 5 days) in a wastewater sample. It is used as a measurement of the readily decomposable organic content of wastewater. 3. Board shall mean the Board of Directors of the Orange County Sanitation District. 4. Bypass shall mean the intentional diversion of wastestreams from any portion of an industrial user's treatment facility. 5. Capital Facilities Connection Charge shall mean the payment of a fee, imposed by the governing Board of the OCSD, to pay for the future costs of constructing new sewerage collection, treatment, and disposal facilities; and as a contributive share of the cost of the existing facilities. This charge shall be paid by all property owners at the time they develop the property and connect directly or indirectly to the OCSD sewerage facilities as a new system user. This charge, whose rates areas set forth in a separate Ordinance, is expressly authorized by the provisions of California Health & Safety Code Sections 5471 and 5474. 6. Charge For Use shall mean the OCSD's sanitary sewer service Page 4 of 80 charge, a charge established and levied by the OCSD upon residential, commercial and industrial users of the OCSD's system, pursuant to Sections 302.6(F)2, or 303.6(F)2 of this Ordinance, in proportion to the use of the treatment works by their respective class, that provides for the recovery of the costs of operation and maintenance expenses, capital facilities rehabilitation or replacement, and adequate reserves for the sewage treatment works. The minimum charge for use is the Annual Sewer Service Fee Residential Users 7. Chemical Oxygen Demand (COD) shall mean a measure of the oxygen required to oxidize all compounds, both organic and inorganic, in wastewater. 8. Class I User shall mean any user who discharges wastewater that: a) is subject to Federal Categorical Pretreatment Standards; or b) averages 25,000 gallons per day or more of regulated process wastewater; or c) is determined to have a reasonable potential for adversely affecting the OCSD's operation or for violating any pretreatment standard, local limit, or discharge requirement; or d) may cause, pass through or interference with the OCSD sewerage facilities 9. Class II User shall mean any industrial user whose charge for use is greater than special assessment "OCSD Sewer User Fee" included on the County of Orange secured property tax bill exclusive of debt service, that discharges wastes other than sanitary, and that is not otherwise required to obtain a Class I permit. 10. Code of Federal Regulations (CFR) shall mean the codification of the general and permanent regulations published in the Federal Register by the executive departments and agencies of the Federal Government. 11. Compatible Pollutant shall mean a combination of biochemical oxygen demand, suspended solids, pH, fecal coliform bacteria, plus other pollutants that the OCSD's treatment facilities are designed to accept and/or remove. Compatible pollutants are non-compatible when discharged in quantities that have an adverse effect on the Page 5 of 80 OCSD's system or NPDES permit, or when discharged in qualities or quantities violating any Federal Categorical Pretreatment Standard, local limit, or other discharge requirement. 12. Composite Sample shall mean a collection of individual samples obtained at selected intervals based on an increment of either flow or time. The resulting mixture (composite sample) forms a representative sample of the wastestream discharged during the sample period. 13. Connection Permit shall mean a permit issued by the OCSD, upon payment of a capital facilities connection charge, authorizing the permittee to connect directly to a OCSD sewerage facility or to a sewer which ultimately discharges into a OCSD sewerage facility. 14. Control Authority shall mean the Orange County Sanitation District. 15. Department Head shall mean that person duly designated by the General Manager to direct the Technical Services Department, including the Source Control Division and perform those delegated duties as specified in this Ordinance. 16. Discharger shall mean any person who discharges or causes a discharge of wastewater directly or indirectly to a public sewer. Discharger shall mean the same as User. 17. District shall mean the Orange County Sanitation District. 18. Division Head shall mean that person duly designated by the General Manager to implement the OCSD's Source Control Program and perform the duties as specified in this Ordinance. 19. Domestic Septage shall mean the liquid and solid material removed from a septic tank, cesspool, portable toilet, Type III marine sanitation device, or similar treatment works that receives only domestic wastewater. 20. Domestic Wastewater shall mean the liquid and solid waterborne wastes derived from the ordinary living processes of humans of such character as to permit satisfactory disposal, without special treatment, into the public sewer or by means of a private disposal system. 21. Downstream Sampling or Monitoring shall mean sampling or monitoring usually conducted in a city or agency owned sewer for the purpose of determining the compliance status of an industrial or Page 6 of 80 commercial discharger. 22. Dry Weather Urban Runoff shall mean surface runoff flow that is generated from any drainage area within OCSD's service area during a period that does not fall within the definition of Wet Weather. It is surface runoff that contains pollutants that interfere with or prohibit the recreational use and enjoyment of public beaches or cause an environmental risk or health hazard. 23. Enforcement Compliance Schedule Agreement (ECSA) shall mean a mutual agreement between the OCSD and permittee requiring implementation of necessary pretreatment practices and/or installation of equipment to ensure permit compliance. 24. Federal Categorical Pretreatment Standards shall mean any regulation containing pollutant discharge limits promulgated by the U.S. EPA in accordance with Sections 307(b) and (c) of the Clean Water Act (33 U.S.C. 1317) which apply to a specific category of industrial users and which appear in 40 CFR Chapter I, Subchapter N, Parts 405-471. 25. Federal Regulations shall mean any applicable provision of the Federal Water Pollution Control Act, also known as the Clean Water Act, as amended, Title 33, United States Code, Section 1251 and following, and any regulation promulgated by the United States Environmental Protection Agency under Title 40 CFR implementing that act. 26. Flow Monitoring Facilities shall mean equipment and structures provided at the user's expense to measure, totalize, and/or record, the incoming water to the facility or the wastewater discharged to the sewer. 27. General Manager shall mean the individual duly designated by the Board of Directors of the OCSD to administer this Ordinance (REFER TO SECTION 107). 28. Grab Sample shall mean a sample taken from a waste stream on a one-time basis without regard to the flow in the waste stream and without consideration of time. 29. Industrial User shall mean any user that discharges industrial wastewater. 30. Industrial Wastewater shall mean all liquid-carried wastes and Page 7 of 80 wastewater of the community, excluding domestic wastewater and domestic septage, and shall include all wastewater from any producing, manufacturing, processing, agricultural, or other operation. 31. Insoector shall mean a person authorized by the General Manager to inspect any existing or proposed wastewater generation, conveyance, processing, and disposal facilities. 32. Interference shall mean any discharge which, alone or in conjunction with a discharge or discharges from other sources, either: a) inhibits or disrupts the OCSD, its treatment processes or operations, or its biosolids processes, use, or disposal; or b) is a cause of a violation of any requirement of the OCSD's NPDES permit or prevents lawful biosolids or treated effluent use or disposal. 33. LEL (Lower Exolosive Limit) shall mean the minimum concentration of a combustible gas or vapor in air (usually expressed in percent by volume at sea level) which will ignite if an ignition source (sufficient ignition energy) is present. 34. Local Sewering Agency shall mean any public agency or private corporation responsible for the collection and disposal of wastewater to the OCSD's sewerage facilities duly authorized under the laws of the State of California to construct and/or maintain public sewers. 35. Me or Violation shall mean a discharge over the permitted discharge limit, as determined by the result of a composite sample analysis, as follows: a) a discharge exceeding a mass emission limit by 20% or more, or b) a discharge exceeding a concentration limit by 20% or more, or c) a pH discharge less than 5.0. 36. Mass Emission Rate shall mean the weight of material discharged to the sewer system during a given time interval. Unless otherwise specified, the mass emission rate shall mean pounds per day of a Page 8 of 80 particular constituent or combination of constituents. 37. Maximum Allowable Discharge Limit shall mean the maximum quantity or concentration of a pollutant allowed to be discharged at any period of time. 38. May shall mean permissive or discretionary. 39. Medical Waste shall mean the discharge of isolation wastes, infectious agents, human blood and blood byproducts, pathological wastes, sharps, body parts, fomites, etiologic agents, contaminated bedding, surgical wastes, potentially contaminated laboratory wastes, and dialysis wastes. 40. Milligrams Per Liter (mg/L) shall mean a unit of the concentration of a constituent or compound that is found in water or wastewater. It is 1 milligram of the constituent or compound in 1 liter of water or wastewater. 41. Minor Violation shall mean a discharge over the permitted discharge limit as determined by the result of a composite sample analysis, as follows: a) a discharge exceeding a mass emission limit by less than 20%, or b) a discharge exceeding a concentration limit by less than 20%, or c) a pH discharge equal to or greater than 5.0, but less than 6.0, or d) a pH discharge greater than 12.0. 42. North American Industry Classification System (NAICS) shall mean an industry classification system that groups establishments into industries based on the activities in which they are primarily engaged. 43. National Pollutant Discharge Elimination System Permit (NPDES Permit) shall mean the permit issued to control the discharge to surface waters of the United States as detailed in Public Law 92-500, Section 402. 44. New Source shall mean those sources that are new as defined by 40 CFR 403.3(k) as revised. Page 9 of 80 45. Non-Compatible Pollutant shall mean any pollutant which is not a compatible pollutant as defined herein. 46. Normal Working Day shall mean the period of time during which production or operation is taking place or any period during which discharge to the sewer is occurring. 47. OCSD shall mean Orange County Sanitation District. 48. OCSD Sewerage Facility or System shall mean any property belonging to the OCSD used in the treatment, reclamation, reuse, transportation, or disposal of wastewater, or biosolids. 49. Ordinance shall mean that document entitled "Wastewater Discharge Regulations" containing OCSD requirements, conditions, and limits for connecting and discharging to the sewer system, as may be amended and modified. 50. pH shall mean both acidity and alkalinity on a scale ranging from 0 to 14 where 7 represents neutrality, numbers less than 7 increasing acidity, and more than 7 increasing alkalinity, and is the logarithm of the reciprocal of the quantity of hydrogen ions in moles per liter of solution. 51. Pass Through shall mean discharge through the OCSD's sewerage facilities to waters of the U.S. which, alone or in conjunction with discharges from other sources, is a cause of a violation of the OCSD's NPDES permit. 52. Permittee shall mean a person who has received a permit to discharge wastewater into the OCSD's sewerage facilities subject to the requirements and conditions established by the OCSD. 53. Person shall mean any individual, partnership, copartnership, company, firm, association, corporation or public agency, joint stock company, trust, estate, or any other legal entity; or their legal representatives, agents, assigns, including all Federal, State, and local governmental entities. 54. Pesticides shall mean those compounds classified as such under Federal or State law or regulations including, but not limited to DDT (dichlorodiphenyltrichloro-ethane, both isomers), DOE (dichlorodiphenyl-ethylene), DDD (dichlorodiphenyldichloroethane), Aldrin, Benzene Hexachloride (alpha [a], beta [p], and gamma Page 10 of 80 isomers), Chlordane, Endrin, Endrin aldehyde, 2,3,7,8-tetrachlorodibenzo-p-dioxin (TCDD), toxaphene, a-endosulfan, p-endosulfan, Endosulfan sulfate, Heptachlor, Heptachlor epoxide, Dieldrin, Demeton, Guthion, Malathion, Methoxychlor, Mirex, and Parathion. 55. Pollutant shall mean any constituent, compound, or characteristic of wastewaters on which a discharge limit may be imposed either by the OCSD or the regulatory bodies empowered to regulate the OCSD. 56. Polychlorinated Biphenvls (PCB) shall mean those compounds classified as such under Federal or State law including, but not limited to Aroclors 1016, 1221, 1228, 1232, 1242, 1248, 1254, 1260, and 1262. 57. Pretreatment shall mean the reduction of the amount of pollutants, the elimination of pollutants, or the alteration of the nature of pollutant properties in wastewater to a level authorized by the OCSD prior to, or in lieu of, discharge of the wastewater into the OCSD's system. The reduction or alteration can be obtained by physical, chemical or biological processes, by process changes, or by other means. 58. Pretreatment Facility shall mean any works or devices that the General Manager determines are appropriate to treat, restrict, or prevent the flow of industrial wastewater prior to discharge into a public sewer. 59. Priority Pollutants shall mean the most recently adopted list of toxic pollutants identified and listed by EPA as having the greatest environmental impact. They are classified as non-compatible pollutants and may require pretreatment prior to discharge in order to prevent: a) interference with the OCSD's operation; or b) biosolids contamination; or c) pass through into receiving waters or into the atmosphere. 60. Public Aoencv shall mean the State of California and any city, county, district, other local authority or public body of or within this State. 61. Public Sewer shall mean a sewer owned and operated by the Page 11 of 80 OCSD, a city or other local sewering agency which is tributary to the OCSD's sewerage facilities. 62. RCRA shall mean Resource Conservation and Recovery Act of 1976 (42 U.S.C. 6901, at seq.) and as amended. 63. Regulatory Agencies shall mean those agencies having jurisdiction over the operation of the OCSD including, but not limited to, the following: a) United States Environmental Protection Agency, Region IX, San Francisco and Washington, DC (EPA). b) California State Water Resources Control Board (SWRCB). c) California Regional Water Quality Control Board, Santa Ana Region (RWQCB). d) South Coast Air Quality Management District (SCAQMD). e) California Environmental Protection Agency (Cal-EPA). 64. Regulatory Compliance Schedule Agreement (RCSA) shall mean an agreement between the OCSD and permittee requiring the permittee to implement pretreatment practices and/or install equipment to ensure compliance with future revised categorical pretreatment standards or revised discharge limits. 65. Sample Point shall mean a location accepted by the OCSD, from which wastewater ran be collected that is representative in content and consistency of the entire flow of wastewater being sampled. Page 12 of 80 66. Sampling Facilities shall mean structure(s) provided at the user's expense for the OCSD or user to measure and record wastewater constituent mass, concentrations, collect a representative sample, or provide access to plug or terminate the discharge. 67. Sanitary Waste shall mean domestic wastewater, human excrement and gray water (household showers, dishwashing operations, etc). 68. Septic Waste shall mean any sewage from holding tanks such as vessels, chemical toilets, campers, trailers, and septic tanks. 69. Service Area shall mean an area for which the OCSD has agreed to either provide sewer service, or wastewater treatment, or wastewater disposal 70. Sewage shall mean wastewater. 71. Sewerage Facilities or System shall mean any and all facilities used for collecting, conveying, pumping, treating, and disposing of wastewater or sludge or biosolids. 72. Shall mean mandatory. 73. Significant Non-Compliance (SNC) shall mean the compliance status of an industrial user who is in violation of one or more of the criteria as described in 40 CFR 403. 74. Slug Load shall mean a discharge that exceeds the prohibitions stated in Section 201 and significantly exceeds the usual user flow or pollutant loading, either mass or concentration. 75. Sludge shall mean any solid, semi-solid or liquid decant, subnate or supemate from a manufacturing process, utility service, or pretreatment facility. 76. Special Assessment Credit shall mean the portion of the secured property tax bill that represents the regional special assessment sewer user fee as defined by the OCSD. 77. Special Purpose Use shall mean any discharger who is granted a Special Purpose Discharge Permit by the OCSD to discharge unpolluted water, storm runoff, or groundwater to the OCSD's sewerage facilities. 78. Spent Solutions shall mean any concentrated industrial wastewater. Page 13 of 80 79. Spill Containment shall mean a protection system installed by the permittee to prohibit the discharge to the sewer of non-compatible pollutants. 80. Standard Methods shall mean procedures described in the current edition of Standard Methods for the Examination of Water and Wastewater, as published by the American Public Health Association, the American Water Works Association and Water Pollution Control Federation. 81. Suspended Solids shall mean any insoluble material contained as a component of wastewater and capable of separation from the liquid portion of said waste by laboratory filtration as determined by the appropriate testing procedure and expressed in terms of milligrams per liter. 82. Tax Credit shall mean the Annual Regional Sewer Service Charge on the Secured Property tax bill. 83. Total Organic Carbon (TOC) shall mean the measure of total organic carbon in domestic or other wastewater as determined by the appropriate testing procedure. 84. Total Toxic Organics (TTO) shall mean the summation of all quantifiable values greater than 0.01 milligrams per liter for the organics regulated by the EPA or OCSD for a specific industrial category. 85. Unpolluted Water shall mean water to which no pollutant has been added either intentionally or accidentally. 86. User shall mean any person who discharges or causes a discharge of wastewater directly or indirectly to a public sewer. User shall mean the same as Discharger or Industrial User. 87. Waste shall mean sewage and any and all other waste substances, liquid, solid, gaseous or radioactive, associated with human habitation or of human or animal nature, including such wastes placed within containers of whatever nature prior to and for the purpose of disposal. 88. Waste Manifest shall mean that receipt which is retained by the generator of hazardous wastes as required by the State of California or the United States Government pursuant to RCRA, or the California Hazardous Materials Act, or that receipt which is Page 14 of 80 retained by the generator for recyclable wastes or liquid non-hazardous wastes as required by the OCSD. 89. Wastehauler shall mean any person carrying on or engaging in vehicular transport of waste as part of, or incidental to, any business for the purpose of discharging said waste into the OCSD's system. 90. Wastewater shall mean the liquid and water-carried wastes of the community and all constituents thereof, whether treated or untreated, discharged into or permitted to enter a public sewer. 91. Wastewater Constituents and Characteristics shall mean the individual chemical, physical, bacteriological, and radiological parameters, including volume and flow rate and such other parameters that serve to define, classify or measure the quality and quantity of wastewater. 92. Wet Weather shall mean any period of time during which measurable rainfall occurs within of OCSD's service area. This period shall include the time following the cessation of rainfall until OCSD determines that the wet weather event is no longer impacting OCSD's sewerage system. B. Words used in this Ordinance in the singular may include the plural and the plural the singular. Use of masculine shall mean feminine and use of feminine shall mean masculine. Shall is mandatory; may is permissive or discretionary. 103. CONFIDENTIAL INFORMATION All user information and data on file with the OCSD shall be available to the public and governmental agencies without restriction unless the user specifically requests and is able to demonstrate to the satisfaction of the OCSD that the release of such information would divulge information, processes or methods which would be detrimental to the user's competitive position. The demonstration of the need for confidentiality made by the permittee must meet the burden necessary for withholding such information from the general public under applicable State and Federal Law. Any such claim must be made at the Page 15 of 80 time of submittal of the information by marking the submittal "Confidential Business Information" on each page containing such information. Information which is demonstrated to be confidential shall not be transmitted to anyone other than a governmental agency without prior notification to the user. Wastewater constituents and characteristics and other effluent data, as defined in 40 CFR 2.302 shall not be recognized as confidential information and shall be available to the public. 104. TRANSFER OF PERMITS A. Permits issued under this Ordinance are for a specific user, for a specific operation at a specific location or for a specific wastehauler, and create no vested rights. 1. No permit may be transferred to allow a discharge to a public sewer from a point other than the location for which the permit was originally issued. 2. Except as expressly set forth herein, no permit for an existing facility may be transferred to a new owner and/or operator of that facility. B. When the permittee is a legal entity (such as a corporation, partnership, limited liability company, or other legal entity), the permittee is deemed to have undergone a change of ownership when any other legal entity or person acquires direct or indirect ownership or control of more than fifty percent (50%) of the total ownership interest in the permittee. C At least thirty (30) days prior to the sale or transfer of ownership of any business operating under a permit issued by the OCSD, the permittee shall notify the OCSD in writing of the proposed sale or transfer. The successor owner shall apply to the OCSD for a new permit at least fifteen (15) days prior to the sale or transfer of ownership in accordance with the provisions of this Ordinance. A successor owner shall not discharge any wastewater for which a permit is required by this Ordinance until a permit is issued by the OCSD to the successor owner. D. The written notification of intended transfer shall be in a form approved by the OCSD and shall include a written certification by the new owner and/or operator which: 1. States that the new owner or operator has no immediate intent to modify the facility's operations and/or processes; Page 16 of 80 2. Identifies the specific date on which the transfer is to occur; and 3. Acknowledges that the new owner or operator is fully responsible for complying with the terms and conditions of the existing permit and all provisions of this Ordinance. 105. EFFECT OF TRANSFER OF PERMITS Except as expressly set forth in Section 104.C, any permit which is transferred to a new owner and/or operator or to a new facility is void. 106. AUTHORITY The OCSD is regulated by several agencies of the United States Government and the State of California, pursuant to the provisions of Federal and State Law. Federal and State Laws grant to the OCSD the authority to regulate and/or prohibit, by the adoption of ordinances or resolutions, and by issuance of discharge permits, the discharge of any waste, directly or indirectly, to the OCSD's sewerage facilities. Said authority includes the right to establish limits, conditions, and prohibitions; to establish flow rates or prohibit flows discharged to the OCSD's sewerage facilities; to require the development of compliance schedules for the installation of equipment systems and materials by all users; and to take all actions necessary to enforce its authority, whether within or outside the OCSD's boundaries, including those users that are tributary to the OCSD or within areas for which the OCSD has contracted to provide sewerage services. The OCSD has the authority pursuant to California Health and Safety Codes 5471 and 5474 to prescribe, revise, and collect all fees and charges for services and facilities furnished by the OCSD either within or without its territorial limits. 107. DELEGATION OF AUTHORITY Whenever any power is granted to or a duty is imposed upon the General Manager, the power may be exercised or the duty may be performed by any person so authorized by the General Manager. 108. SIGNATORY REQUIREMENTS Reports and permit applications required by this Ordinance shall contain the following certification statement: "I have personally examined and am familiar with the information submitted in the attached document, and I hereby certify under penalty of perjury that this information was obtained in accordance with the Federal Pretreatment Requirements. Moreover, based upon my inquiry of those individuals Page 17 of 80 immediately responsible for obtaining the information reported herein, I believe that the submitted information is true, accurate, and complete. I am aware that there are significant penalties not limited to fines and imprisonment for submitting false information." The statement shall be signed by an authorized representative of the industrial user as defined in 40 CFR 403 or as defined and designated by the OCSD. ARTICLE 2 GENERAL PROHIBITIONS, LIMITS AND REQUIREMENTS FOR DISCHARGE 201. PROHIBITED DISCHARGES These prohibitions apply to all users of the OCSD facilities whether or not they are subject to Federal Categorical Pretreatment Standards or any other National, State, or local pretreatment standards or requirements. A. General Prohibitions. 1. No user shall introduce or cause to be introduced into the OCSD any pollutant, wastewater, or flow which causes pass through or interference or would cause the OCSD to violate any Federal, State, or local regulatory requirement. 2. No user shall increase the contribution of flow, pollutants, or change the nature of pollutants where such contribution or change does not meet applicable standards and requirements or where such contribution would cause the OCSD to violate any Federal, State, or local regulatory permit. 3. No person shall transport waste from one location or facility to another for the purpose of treating or discharging it directly or indirectly to the OCSD sewerage system without written permission from the OCSD. 4. No person shall deliver by vehicular transport, rail car, or dedicated pipeline, directly or indirectly to the OCSD sewerage facilities, wastewater which contains any substance that is defined as a hazardous waste by the Regulatory Agencies. B. Specific Prohibitions. No user shall introduce or cause to be introduced into the sewerage facilities, pollutants, substances, or wastewater which: 1. Creates a fire or explosive hazard in the sewerage facilities including, but not limited to, wastestreams with a closed-cup Page 18 of 80 flashpoint of less than 140 degrees F (60 degrees C) using the test methods specified in 40 CFR 261.21; or produces a gaseous mixture that is 10% or greater of the lower explosive limit (LEL). 2. Causes obstruction to the flow in the sewer system resulting in interference or damage to the sewerage facilities. 3. Produces noxious or malodorous liquids, gases, solids, or other wastewater which, either singly or by interaction with other wastes, is sufficient to create a public nuisance or a hazard to life, or to prevent entry into the sewers for maintenance or repair. 4. Results in toxic gases, vapors, or fumes within the sewerage facilities in a quantity that may cause acute worker health and safety problems. 5. Contains any radioactive wastes or isotopes except in compliance with applicable regulations from other governmental agencies empowered to regulate the use of radioactive materials. 6. Causes, alone or in conjunction with other sources, the OCSD's treatment plant effluent to fail a toxicity test. 7. Caused the OCSD's effluent or any other product of the treatment process, residues, biosolids, or scums, to be unsuitable for reclamation, reuse or disposal. 8. Causes discoloration or any other condition which affects the quality of the OCSD's influent or effluent in such a manner that inhibits the OCSD's ability to meet receiving water quality, biosolids quality, or air quality requirements established by Regulatory Agencies. 9. Creates excessive foaming in the sewerage facilities. 10. Violates any applicable Federal Categorical Pretreatment Standard, statute, regulation, or ordinance of any public agency or Regulatory Agency having jurisdiction over the operation of or discharge of wastewater through the sewerage facilities. 11. Has a temperature higher than 140 degrees Fahrenheit, (60 degrees Centigrade), or which causes the temperature at the treatment plant to exceed 104 degrees Fahrenheit (40 degrees Centigrade). 12. Has a pH less than 6.0 or greater than 12.0. Page 19 of 80 13. Has a maximum Biochemical Oxygen Demand (BOD) greater than 15,000 pounds per day. 14. Is in excess of the permitted mass emission rates established in accordance with: Section 212, or the concentration limits set forth in Table I, or the discharge permit. 15. Contains material which will readily settle or cause an obstruction to flow in the sewer resulting in interference, such as, but not limited to, sand, mud, glass, metal filings, diatomaceous earth, cat litter, asphalt, wood, bones, hair, and fleshings. 202. PROHIBITION ON DILUTION No user shall increase the use of water or in any other manner attempt to dilute a discharge as a partial or complete substitute for treatment to achieve compliance with this Ordinance and the user's permit or to establish an artificially high flow rate for permit mass emission rates. 203. PROHIBITION ON SURFACE RUNOFF AND GROUNDWATER A. No person shall discharge groundwater, surface runoff, or subsurface drainage directly or indirectly to the OCSD's sewerage facilities except as provided herein. Pursuant to Section 304 or 305, at seq., the OCSD may approve the discharge of such water only when no alternate method of disposal is reasonably available or to mitigate an environmental risk or health hazard. B. The discharge of such waters shall require a Dry Weather Urban Runoff Permit or a Special Purpose Discharge Permit from the OCSD. Page 20 of 80 C. If a permit is granted for the discharge of such water into a public sewer, the user shall pay the applicable charges established herein and shall meet such other conditions as required by the OCSD. 204. PROHIBITION ON UNPOLLUTED WATER A. No person shall discharge unpolluted water such as single pass cooling water directly or indirectly to the OCSD's sewerage facilities except as provided herein. Pursuant to Section 305, et seq., the OCSD may approve the discharge of such water only when no alternate method of disposal or reuse is reasonably available or to mitigate an environmental risk or health hazard. B. The discharge of such waters shall require a Special Purpose Discharge Permit from the OCSD. C. If a permit is granted for the discharge of such water into a public sewer, the user shall pay the applicable charges established herein and shall meet such other conditions as required by the OCSD. 205. RESERVED 206. PROHIBITION ON THE USE OF GRINDERS A. Waste from industrial or commercial grinders shall not be discharged into a public sewer, except wastes generated in packing or preparing food or food products. Such grinders must shred the waste to a degree that all particles will be carried freely under normal flow conditions prevailing in the public sewer. B. Waste from Food Service Establishments operating a grinder is prohibited and shall not be discharged into a public sewer unless written authorization from the OCSD General Manager or his designee is obtained. 207. PROHIBITION ON POINT OF DISCHARGE No person, except local sewering agencies involved in maintenance functions of sanitary sewer facilities, shall discharge any wastewater directly into a manhole or other opening in a sewer other than through an approved building sewer, unless approved by the OCSD upon written application by the user and payment of the applicable fees and charges established herein. Page 21 of 80 208. PROHIBITION AND REQUIREMENTS FOR WASTEHAULER DISCHARGES-TO THE OCSD SEWERAGE SYSTEM AND WASTEHAULER STATION A. No Wastehauler shall discharge to the OCSD sewerage system, domestic septage or other approved waste or wastewater from a vacuum pumping truck or other liquid waste transport vehicle, without first obtaining both a valid Orange County Health Care Agency Permit and a OCSD Wastehauler Permit as required by Section 306. Such wastewaters shall be discharged only at locations designated by the OCSD, and at such times as established by the OCSD. The OCSD may collect samples of each hauled load to ensure compliance with applicable standards. B. No Wastehauler shall discharge domestic septage or other approved waste or wastewater constituents in excess of Limits in Table I. C. The discharge of industrial wastewater by any Wastehauler is prohibited unless written permission of the General Manager has been obtained, the proper permits have been obtained, and the waste meets Federal and State limits applicable to the user from which the waste was obtained; or Maximum Local Discharge Limits as specified in Table I, whichever are more stringent. The discharge of hauled industrial wastewater is subject to all other requirements of this ordinance. D. No Wastehauler shall discharge wastewater to sewers that are tributary to the OCSD's sewerage facilities that are from a source that is not within the OCSD's service area unless prior authorization is granted by the General Manager or his designee. E. No Wastehauler shall discharge directly or indirectly to the sewerage facilities any material defined as hazardous waste by RCRA or 40 CFR 261. F. Wastehaulers shall provide a waste-tracking form for every load. This form shall include, at a minimum, the name and address of the industrial waste hauler, permit number, truck identification, names and addresses of sources of waste, and volume and characteristics of waste. G. Discharge at the OCSD disposal station shall be through an appropriate hose and connection to the discharge port. Discharging waste directly to the surface area of the disposal station is prohibited. H. Wastehauler hoses must be connected to the disposal station discharge port when being cleaned. I. Transferring loads between trucks or from portable toilets to trucks on Page 22 of 80 OCSD property is prohibited unless permission from OCSD is obtained. 209. RESERVED 210. PROHIBITION ON MEDICAL WASTE A. No person shall discharge solid wastes from hospitals, clinics, offices of medical doctors, convalescent homes, medical laboratories or other medical facilities to the sewerage system including, but not limited to, hypodermic needles, syringes, instruments, utensils or other paper and plastic items of a disposable nature except where prior written approval for such discharges is given by the General Manager. B. The OCSD shall have the authority to require that any discharge of an infectious waste to the sewer be rendered non-infectious prior to discharge if the infectious waste is deemed to pose a threat to the public health and safety, or will result in any violation of applicable waste discharge requirements. 211. PROHIBITION ON DISPOSAL OF SPENT SOLUTIONS AND SLUDGES Spent solutions, sludges, and materials of quantity or quality in violation of, or prohibited by this Ordinance, or any permit issued under this Ordinance must be disposed of in a legal manner at a legally acceptable point of disposal as defined by the OCSD or appropriate Regulatory Agency. All waste manifests shall be retained for a minimum of three years, and made available to the OCSD upon request. 212. MASS EMISSION RATE DETERMINATION A. Mass emission rates for non-compatible or compatible pollutants that are present or anticipated in the user's wastewater discharge may be set for each user and made an applicable part of each user's permit. These rates shall be based on Table I, Local Discharge Limits, or Federal Categorical Pretreatment Standards, and the user's average daily wastewater discharge for the past three years, the most recent representative data, or other data acceptable to the General Manager or his designee. B. To verify the user's operating data, the OCSD may require a user to submit an inventory of all wastewater streams and/or records indicating production rates. Page 23 of 80 C. The OCSD may revise limits or mass emission rates previously established in the discharger's permit at any time, based on: current or anticipated operating data of the discharger or the OCSD; the OCSD's ability to meet NPDES limits; or changes in the requirements of Regulatory Agencies. D. The excess use of water to establish an artificially high flow rate for mass emission rate determination is prohibited. TABLE ORANGE COUNTY SANITATION DISTRICT MAXIMUM ALLOWABLE LOCAL DISCHARGE LIMITS(a) CONSTITUENT MILLIGRAMS/LITER Arsenic 2.0 Cadmium 1.0 Chromium(Total) 2.0 Copper 3.0 Lead 2.0 Mercury 0.03 Nickel 10.0 Silver 5.0 Zinc 10.0 Cyanide(Total) 5.0 Cyanide(Amenable) 1.0 Polychlorinated Biphenyls 0.01 Pesticides 0.01 Total Toxic Organics 0.58 Sulfide(Total) 5.0 Suede(Dissolved) 0.5 Oil and grease of mineral or petroleum origin 100.0 Boo 15,000 Ibs/day MAXIMUM ALLOWABLE DISCHARGE LIMITS FOR WASTEHAULERS DISCHARGING DOMESTIC SEPTAGE CONSTITUENT MILLIGRAMS/LITER Cadmium 1.0 LN omium 2.0 pper 25.0 d 10.0 kel 10.0 c 50.0 (a): Users subject to Federal Categorical Pretreatment Standards may be required to meet more stringent limits. Page 24 of 80 ARTICLE 3 DISCHARGE PERMITS, CHARGES, AND FEES 301. INTRODUCTION A. To provide the maximum public benefit from the use of OCSD sewerage facilities, written authorization to use said facilities is required. This written authorization shall be in the form of a discharge permit. No vested right shall be given by issuance of permits provided for in this Ordinance. The OCSD reserves the right to establish, by Ordinance or in Wastewater Discharge Permits, more stringent standards or requirements on discharges to the OCSD sewerage facilities if deemed by the General Manager appropriate to comply with the objectives presented in the Introduction and Summary of this Ordinance and the prohibitions and limitations in Article 2. B. The discharge permit shall be in one of five forms and is dependent upon the type of discharger, volume, and characteristics of discharge. The five discharge permits are: 1. Class I Wastewater Discharge Permit. 2. Class II Wastewater Discharge Permit. 3. Dry Weather Urban Runoff Discharge Permit. 4. Special Purpose Discharge Permit. 5. Wastehauler Discharge Permit. 302. CLASS I WASTEWATER DISCHARGE PERMITS A. No user requiring a Class I permit shall discharge wastewater without obtaining a Class I Wastewater Discharge Permit. B. Class I Wastewater Discharge Permits shall be expressly subject to all provisions of this Ordinance and all other regulations, charges for use, and fees established by the OCSD. The conditions of Wastewater Discharge Permits shall be enforced by the OCSD in accordance with this Ordinance and applicable State and Federal Regulations. C. All Class I users proposing to discharge directly or indirectly into the OCSD sewerage facilities shall obtain a Wastewater Discharge Permit by filing an application pursuant to Section 302.1 and paying the applicable fees pursuant to Section 302.3. For purposes of this Ordinance, a Class I Page 25 of 80 user is any user: 1. Subject to Federal Categorical Pretreatment Standards; or 2. Discharging wastewater which averages 25,000 gallons per day or more of regulated process water; or 3. Discharging wastewater determined by the OCSD to have a reasonable potential for adversely affecting the OCSD's operation or for violating any pretreatment standard, local limits, or discharge requirement; or 4. Discharging wastewater which may cause, as determined by the General Manager, pass through or interference with the OCSD system. 302.1 Class I Wastewater Discharge Permit Application A. Any person required to obtain a Class I Wastewater Discharge Permit shall complete and file with the OCSD, prior to commencing discharge, an application on the form prescribed by the OCSD. The applicant shall submit, in units and terms appropriate for evaluation, the following information: 1. Name, address, assessor's parcel number(s), NAICS number(s), description of the manufacturing process or service activity. 2. (Whichever is applicable) name, address of any and all principals/owners/major shareholders of company; Articles of Incorporation; most recent Report of the Secretary of State; Business License. 3. Volume of wastewater to be discharged. 4. Name of individual who can be served with notices other than officers of corporation. 5. Name and address of property owner, landlord and/or manager of the property. 6. Water supplier and water account numbers. 7. Wastewater constituents and characteristics as required by the OCSD, including, but not limited to, those mentioned in Section 212, Mass Emission Rate Determination, and Table I, Local Discharge Limits, of this Ordinance. These constituents and Page 26 of 80 characteristics shall be determined by a laboratory selected by the discharger and acceptable to the OCSD. 8. Time and duration of discharge. 9. Number of employees per shift and hours of work per employee per day for each shift. 10. Waste minimization, best management practices, and water conservation practices. 11. Production records, if applicable. 12. Waste manifests, if applicable. 13. Landscaped area in square feet, if applicable. 14. Tons of cooling tower capacity, if applicable. 15. EPA Hazardous Waste Generator Number, if applicable. 16. Any other information as specified. B. Applicants may be required to submit site plans, floor plans, mechanical and plumbing plans, and details to show all sewers, spill containment, clarifiers, pretreatment equipment, and appurtenances by size, location, and elevation for evaluation. C. Applicants may also be required to submit information related to the applicant's business operations, processes, and potential discharge as may be requested by the OCSD to properly evaluate the permit application. D. After evaluation of the data, the OCSD may issue a Wastewater Discharge Permit, subject to terms and conditions set forth in this Ordinance and as otherwise determined by the General Manager to be appropriate to protect the OCSD's sewerage facilities. E. The permit application may be denied if the applicant fails to establish to the OCSD's satisfaction that adequate pretreatment equipment is included within the applicant's plans to ensure that the discharge limits will be met or if the applicant has, in the past, demonstrated an inability to comply with applicable discharge limits. F. The permit application may be denied if the applicant has in the past demonstrated an inability to keep current with OCSD invoices for items Page 27 of 80 such as Permit Fees, Non-Compliance Fees, Civil Penalties, Administrative Civil Penalties, Charges for Use, and Supplemental Capital Facilities Capacity Charges. 302.2 Class I Permit Conditions. and Limits A. A Class I permit shall contain all of the following conditions or limits: 1. Mass emission rates and concentration limits regulating non-compatible pollutants. 2. Requirements to notify the OCSD in writing prior to modification to processes or operations through which industrial wastewater may be produced. 3. Location of the user's on-site sampling point. 4. Requirements for submission of self-monitoring reports, technical reports, production data, discharge reports, compliance with Pretreatment Standards, BMP-based Categorical Pretreatment Standards and/or local limits, and/or waste manifests. 5. Requirements for maintaining, for a minimum of three years, plant records relating to wastewater discharge, and waste manifests as specified by OCSD. 6. Requirements to submit copies of tax and water bills. B. A Class I permit may contain any of the following conditions or limits: 1. Requirements for the user to construct and maintain, at his own expense, appropriate pretreatment equipment, pH control, flow monitoring facilities, and sampling facilities. 2. Limits on rate and time of discharge or requirements for flow regulation and equalization. 3. Requirements to self-monitor. Page 28 of 80 4. Assumed values for BOD and suspended solids characteristics that typify the discharger's effluent for determination of the charge for use. 5. Other terms and conditions which may be appropriate to ensure compliance with this Ordinance or determined by the General Manager or his designee to be appropriate to protect the sewerage system. 302.3 Class I Permit Fee A. The Class I permit fee shall be in an amount adopted by Ordinance of the Board of Directors. The permit fee shall be payable at the time a permit application is submitted for the issuance of a new permit or a renewed permit. Payment of permit must be received by the OCSD prior to issuance of either a new permit or a renewed permit. Permittee shall also pay any delinquent invoices in full prior to permit renewal. B. Any permit issued for a location wherein the Permittee is not the property owner may be conditioned upon depositing financial security to guarantee payment of all annual fees and charges to be incurred, in accordance with the provisions of Section 621.(E) of this Ordinance. 302.4 Class I Permit Modification of Terms and Conditions A. The terms and conditions of an issued permit may be subject to modification and change in the sole determination by the General Manager during the life of the permit based on: 1. The discharger's current or anticipated operating data; 2. The OCSD's current or anticipated operating data; 3. Changes in the requirements of Regulatory Agencies which affect the OCSD; or 4. A determination by the General Manager that such modification is appropriate to further the objectives of this Ordinance. B. New source indirect dischargers shall be required to install and start up any necessary pollution control equipment before beginning discharge, and comply with applicable Federal Categorical Pretreatment Standards not to exceed thirty (30) days after the commencement of discharge. Page 29 of 80 C. Permittee may request a modification to the terms and conditions of an issued permit. The request shall be in writing stating the requested change, and the reasons for the change. The OCSD shall review the request, make a determination on the request, and respond in writing. D. Permittee shall be informed of any change in the permit limitations, conditions, or requirements at least forty-five (45) days prior to the effective date of change. Any changes or new conditions in the permit shall include a reasonable time schedule for compliance. 302.5 Class I Permit Duration and Renewal Class I permits shall normally be issued for a period not to exceed two (2) years. At least 45 days prior to the expiration of the permit, the user shall apply for renewal of the permit in accordance with the provisions of this Article 3. 302.6 Class I Permit Charge for Use A. The purpose of a charge for use is to ensure that each recipient of sewerage service from the OCSD pays its reasonably proportionate share of all the costs of providing that sewerage service. Charges for use to recover the cost of conveying, treating, and disposing of sewage in OCSD facilities are exclusive of any fees levied by local sewering agencies. The charge for use shall be based on the total maintenance, operation, capital expenditures, and reserve requirements for providing wastewater collection, treatment, and disposal. B. A discharger who is issued a Class I Wastewater Discharge Permit under the provisions of this Ordinance shall pay a charge for use in accordance with the formula contained herein and the unit charge rates adopted annually by Ordinance of the Board of Directors. These fees shall be invoiced on a quarterly basis. The quarterly invoice shall be based upon an estimate of the annual use as determined by the OCSD. Annually, the OCSD shall compute the charge for use based upon actual use for the preceding 12-month period on an annual reconciliation statement. The charge for use is payable within forty-five (45) days of invoicing by the OCSD. A credit will be allowed for any regional sanitary sewer service charge adopted by the Board of Directors by separate Ordinance and levied against the permitted property. Page 30 of 80 C. Current property tax bills shall be supplied by the permittee to the OCSD by May 31 of each year for use in determining the regional sanitary sewer service credit. If the tax bills are not supplied, the OCSD will endeavor to obtain the data. Data obtained by the OCSD will be considered correct and will not be adjusted before the next annual reconciliation statement. There shall be a fee levied for the OCSD administrative costs when regional sanitary sewer service charge data is obtained by the OCSD. The amount of the fee shall be adopted by the OCSD's Board of Directors. D. In order for the OCSD to determine actual annual water use, the user shall provide to the OCSD copies of its water bills. If these water bill copies are not received by July 31 of each year for the 12-month period ended closest to June 30, the OCSD will endeavor to obtain the water use data. Data obtained by the OCSD will be considered correct and will not be adjusted before the next annual reconciliation statement. There shall be a fee levied for OCSD administrative costs when the OCSD obtains water use data. The OCSD's Board of Directors shall adopt the amount of the fee. E. The charge for use shall be computed by the following formula: Charge for Use = VaV + BOB + SOS - Tax Credit Where V = total annual volume of flow, in millions of gallons B = total annual discharge of biochemical oxygen demand, in thousands of pounds S = total annual discharge of suspended solids, in thousands of pounds Va,BO,SO = Unit Charge rates established and adopted by Ordinance of the OCSD's Board of Directors, based upon the funding requirements of providing sewerage service, in dollars per unit as described in Paragraph F below: F. The Unit Charge rates in the charge-for-use formula shall be determined by the following method: 1. An Operations and Maintenance component of the Unit Charge for the total annual operation and maintenance funding requirements of the sewerage system shall be levied at a rate to be determined from time to time by the Board of Directors. This Charge shall be allocated among the three wastewater charge parameters of flow, biochemical oxygen demand and suspended solids in accordance with the General Manager's determination as to the costs associated with each parameter and pursuant to applicable Page 31 of 80 requirements of State and Federal Regulatory Agencies. The operation and maintenance costs as distributed to flow, biochemical oxygen demand and suspended solids shall be divided by the projected annual total flow volume and weights of biochemical oxygen demand and suspended solids to be treated by the sewerage system in the budgeted year. 2. A Capital Facilities Replacement Service component of the Unit Charge for capital replacement and capital improvement shall be levied at a rate to be determined from time to time by the Board of Directors. This charge shall be allocated among wastewater charge parameters of flow, biochemical oxygen demand, and suspended solids in accordance with the General Manager's determination of which portion of the charge predominantly relates to each parameter. The capital facilities charge distributed to biochemical oxygen demand, and suspended solids shall be divided by the projected annual weights of biochemical oxygen demand and suspended solids to be treated by the sewerage system in the budgeted year. 3. The Unit Charge rates for each respective wastewater component in (1) and (2) above shall be summed. The Unit Charge rates so determined will be expressed in dollars per million gallons for V., and in dollars per thousand pounds for Bo and So. G. Other measurements of the organic content of the wastewater of a discharger, such as COD or TOC, may be used instead of BOD. However, the discharger must establish to the General Manager's satisfaction a relationship between the BOD of the wastewater and the parameter of measure. This relationship shall be used by the OCSD in determining the charge for use. When wastewater from sanitary facilities is discharged separately from the other wastewater of a discharger, the charge for use for discharging the sanitary wastewater may be determined by using the following: 1. 25 gallons per employee per eight-hour working day. 2. BOD and suspended solids to be calculated at domestic wastewater strength per employee per year. Page 32 of 80 The number of employees will be considered as the average number of people employed full-time on a daily basis. This may be determined by averaging the number of people employed at the beginning and end of each quarter, or other period that reflects normal employment fluctuations. 303. CLASS II WASTEWATER DISCHARGE PERMITS A. No user requiring a Class II permit shall discharge wastewater without obtaining a Wastewater Discharge Permit. B. Class II Wastewater Discharge Permits shall be expressly subject to all provisions of this Ordinance and all other regulations, charges for use and fees established by the OCSD. The conditions of Wastewater Discharge Permits shall be enforced by the OCSD in accordance with this Ordinance and applicable State and Federal Regulations. C. All Class II users proposing to discharge directly or indirectly into the OCSD sewerage facilities shall obtain a Wastewater discharge Permit by filing an application pursuant to Section 303.1 and paying the applicable fees pursuant to Section 303.3. For purposes of this Ordinance, a Class II user is any user: 1. Whose charge for use is greater than the special assessment "OCSD Sewer User Fee" included on the County of Orange secured property tax bill exclusive of debt service, that discharges wastes other than sanitary, and that is not otherwise required to obtain a Class I permit, and 2. Discharging waste other than sanitary; and 3. Not otherwise required to obtain a Class I permit. 303.1 Class II Wastewater Discharge Permit Application A. Any person required to obtain a Class II Wastewater Discharge Permit shall complete and file with the OCSD, prior to commencing discharge, an application on the form prescribed by the OCSD. The applicant shall submit, in units and terms appropriate for evaluation, the following information: 1. Name, address, assessor's parcel number(s) and NAICS number(s); description of the manufacturing process or service activity. Page 33 of 80 2. (Whichever is applicable) Name, address of any and II principals/owners/major shareholders of company; Articles of Incorporation; most recent Report of the Secretary of State; Business License. 3. Volume of wastewater to be discharged. 4. Name of individual who can be served with notices other than officers of corporation. 5. Name and address of property owner, landlord and/or manager of the property. 6. Water supplier and water account numbers. 7. Wastewater constituents and characteristics as required by the OCSD, including, but not limited to, those mentioned in Section 212, Mass Emission Rate Determination, and Table I, Local Discharge Limits of this Ordinance. These constituents and characteristics shall be determined by a laboratory selected by the discharger and acceptable to the OCSD. 8. Time and duration of discharge. 9. Number of employees and average hours of work per employee per day. 10. Waste minimization, best management practices, and water conservation practices. 11. Production records, if applicable. 12. Waste manifests, if applicable. 13. Landscaped area in square feet, if applicable. 14. Tons of cooling tower capacity, if applicable. 15. EPA Hazardous Waste Generator Number, if applicable. 16. Any other information as specified. Page 34 of 80 B. Applicants may be required to submit site plans, floor plans, mechanical and plumbing plans, and details to show all sewers, spill containment, clarifiers, pretreatment systems, and appurtenances by size, location, and elevation for evaluation. C. Applicants may also be required to submit other information related to the applicant's business operations, processes, and potential discharge as may be requested to properly evaluate the permit application. D. After evaluation of the data furnished, the OCSD may issue a Wastewater Discharge Permit, subject to terms and conditions set forth in this Ordinance and as otherwise determined by the General Manager to be appropriate to protect the OCSD system. E. The permit application may be denied if the applicant fails to establish to the OCSD's satisfaction that adequate pretreatment equipment is included within the applicant's plans to ensure that the discharge limits will be met or if the applicant has, in the past, demonstrated an inability to comply with applicable discharge limits. 303.2 Class II Permit Conditions and Limits A. A Class II permit shall contain all of the following conditions or limits: 1. Applicable mass emission rates and concentration limits regulating non-compatible pollutants. 2. Requirements to notify the OCSD in writing prior to modification to processes or operations through which industrial wastewater may be produced. 3. Location of the user's on-site sample point. 4. Requirements for submission of technical reports, production data, discharge reports, and/or waste manifests. 5. Requirements to submit copies of tax and water bills. B. A Class II permit may contain any of the following conditions or limits: 1. Requirements for the user to construct and maintain, at his own expense, appropriate pretreatment equipment, pH control, flow monitoring and/or sampling facilities. Page 35 of 80 2. Limits on rate and time of discharge or requirements for flow regulation and equalization. 3. Assumed values for BOD and suspended solids characteristics that typify the discharger's effluent for determination of the charge for use. 4. Requirements to self-monitor. 5. Requirements for maintaining, for a minimum of three years, plant records relating to wastewater discharge, and waste manifests as specified by OCSD. 6. Other provisions which may be appropriate to ensure compliance with this Ordinance. 7. Other terms and conditions determined by the General Manager to be appropriate to protect the OCSD's system. 303.3 Class II Permit Fee A. The Class II permit fee shall be in an amount adopted by Ordinance of the Board of Directors. The permit fee shall be payable at the time a permit application is submitted for the issuance of a new permit or a renewed permit. Payment of the permit fee must be received by the OCSD prior to issuance of either a new permit or a renewed permit. Permittee shall also pay any delinquent invoices in full prior to permit renewal. B. Any permit issued for a location wherein the Permittee is not the property owner may be conditioned upon depositing financial security to guarantee payment of all annual fees and charges to be incurred, in accordance with the provisions of Section 621.(E) of this Ordinance. 303.4 Class II Permit Modification of Terms and Conditions A. The terms and conditions of an issued permit may be subject to modification and change in the sole determination by the General Manager during the life of the permit based on: 1. The discharger's current or anticipated operating data; 2. The OCSD's current or anticipated operating data; 3. Changes in the requirements of Regulatory Agencies which affect the OCSD; or Page 36 of 80 4. A determination by the General Manager that such modification is appropriate to further the objectives of this Ordinance. B. The permittee may request a modification to the terms and conditions of an issued permit. The request shall be in writing stating the requested change, and the reasons for the change. The OCSD shall review the request, make a determination on the request, and respond in writing. C. Permittee shall be informed of any change in the permit limitations, conditions, or requirements at least forty-five (45) days prior to the effective date of change. Any changes or new conditions in the permit shall include a reasonable time schedule for compliance. 303.5 Class II Permit Duration and Renewal Class II permits shall normally be issued for a period not to exceed three (3) years. At least 45 days prior to the expiration of the permit, the user shall apply for renewal of the permit in accordance with the provisions of this Article 3. 303.6 Class II Permit Charge for Use A. The purpose of a charge for use is to ensure that each recipient of sewerage service from the OCSD pays its reasonably proportionate share of all the costs of providing that sewerage service. Charges for use to recover the cost of conveying, treating, and disposing of sewage in OCSD sewerage facilities are exclusive of any fees levied by local sewering agencies. The charge for use shall be based on the total maintenance, operation, capital expenditures, and reserve requirements for providing wastewater collection, treatment, and disposal. B. A discharger who is issued a Class II Wastewater Discharge Permit under the provisions of this Ordinance shall pay a charge for use in accordance with the formula contained herein and the Unit Charge rates adopted annually by Ordinance of the Board of Directors. These fees shall be invoiced on a quarterly basis. The quarterly invoice shall be based upon an estimate of the annual use as determined by the OCSD. Annually, the OCSD shall compute the charge for use based upon actual use for the preceding 12-month period on an annual reconciliation statement. The charge for use is payable within forty-five (45) days of invoicing by the OCSD. A credit will be allowed for any regional sanitary sewer service charge adopted by the Board of Directors by separate Ordinance and levied against the permitted property. C. Current property tax bills shall be supplied by the permittee to the OCSD by May 31 of each year for use in determining the regional sanitary sewer Page 37 of 80 service credit. If the tax bills are not supplied, the OCSD will endeavor to obtain the data. Data obtained by the OCSD will be considered correct and will not be adjusted before the next annual reconciliation statement. There shall be a fee levied for OCSD administrative costs when sanitary sewer service charge data is obtained by the OCSD. The amount of the fee shall be adopted by the OCSD Board of Directors. D. In order for the OCSD to determine actual annual water use, the user shall provide to the OCSD copies of its water bills. If these water bill copies are not received by July 31 of each year for the 12-month period ended closest to June 30, the OCSD will endeavor to obtain the water use data. Data obtained by the OCSD will be considered correct and will not be adjusted before the next annual reconciliation statement. There shall be a fee levied for OCSD administrative costs when water use data is obtained by the OCSD. The amount of the fee shall be adopted by the OCSD Board of Directors. E. The charge for use shall be computed by the following formula: Charge for Use = VaV + BOB + SOS - Tax Credit Where V = total annual volume of flow, in millions of gallons B = total annual discharge of biochemical oxygen demand, in thousands of pounds S = total annual discharge of suspended solids, in thousands of pounds Va,B.,S. = Unit Charge rates adopted annually by Ordinance of the OCSD's Board of Directors, based upon the funding requirements of providing sewerage service, in dollars per unit as described in Paragraph F below. F. The unit charge rates in the charge for use formula shall be established annually and shall be determined by the following method: 1. An Operations and Maintenance component of the Unit Charge for the total annual operation and maintenance funding requirements of the sewerage system shall be levied at a rate to be determined from time to time by the Board of Directors. This charge shall be allocated among the three wastewater charge parameters of flow, biochemical oxygen demand and suspended solids in accordance with the General Manager's determination as to the costs associated with each parameter and pursuant to applicable Page 38 of 80 requirements of State and Federal Regulatory Agencies. The operation and maintenance costs as distributed to flow, biochemical oxygen demand and suspended solids shall be divided by the projected annual total flow volume and weights of biochemical oxygen demand and suspended solids to be treated by the sewerage system in the budgeted year. 2. A Capital Facilities Replacement component of the Unit Charge for capital replacement and capital improvement shall be levied at a rate to be determined from time to time by the Board of Directors. This charge shall be allocated among the three wastewater charge parameters of flow, biochemical oxygen demand and suspended solids in accordance with the General Manager's determination of which portion of the charge predominantly relates to each parameter. The capital facilities charge distributed to biochemical oxygen demand and suspended solids shall be divided by the projected annual weights of biochemical oxygen demand and suspended solids to be treated by the sewerage system in the budgeted year. 3. The unit charge rates for each respective wastewater component in (1) and (2) above shall be summed. The Unit Charge rates so determined will be expressed in dollars per million gallons for V., and in dollars per thousand pounds for Bo and So. G. Other measurements of the organic content of the wastewater of a discharger, such as COD or TOC, may be used instead of BOD. However, the discharger must establish to the General Manager's satisfaction a relationship between the BOD of the wastewater and the other parameter of measure. This relationship shall be used by the OCSD in determining the charge for use. When wastewater from sanitary facilities is discharged separately from the other wastewater of a discharger, the charge for use for discharging the sanitary wastewater may be determined by using the following: 1. 25 gallons per employee per eight-hour working day. 2. BOD and suspended solids to be calculated at domestic wastewater strength per employee per year. The number of employees will be considered as the average number of people employed full-time on a daily basis. This may be determined by averaging the number of people employed at the beginning and end of each quarter, or other period that reflects Page 39 of 80 normal employment fluctuations. 304. DRY WEATHER URBAN RUNOFF DISCHARGE PERMITS A. No user shall discharge urban runoff directly to OCSD's sewerage system without obtaining a Dry Weather Urban Discharge Permit. B. OCSD shall determine whether the dry weather urban runoff proposed to be discharged into OCSD's sewerage system may cause a potential environmental risk and/or health hazard that cannot be economically or practically control by alternative disposal methods. C. Dry Weather Urban Runoff Permits shall be subject to all provisions of this Ordinance and all other regulations, charges for use, and fees established by OCSD. D. All users required to obtain a Dry Weather Urban Runoff Permit proposing to discharge directly or indirectly into OCSD's sewerage facilities shall file an application pursuant to Section 304.1 and pay the applicable fees pursuant to Sections 304.3 and 304.6. Dry Weather Urban Runoff Discharge Permit Application A. An applicant shall contact OCSD prior to any construction of facilities and discharge of dry weather urban runoff into the sewerage system to determine if the discharge of dry weather urban runoff to the OCSD sewerage facilities is feasible. B. Applicants shall complete and file with OCSD, prior to commencing discharge, an application in the form prescribed by OCSD. This application shall be accompanied by applicable fees, design plans, a detailed analysis of other disposal alternatives, or other data as needed by OCSD for review. The applicant shall provide justification that disposal alternatives for the dry weather urban runoff are not economically or practically feasible in lieu of sewer discharge. C. In addition to the discharge permit, OCSD may require that the permit applicant enter into an agreement setting forth the terms under which the dry weather urban runoff discharge is authorized. D. Applicants shall provide adequate pretreatment and/or best management practices included within the applicants' plans to ensure that the applicable discharge limits shall be met. Dry Weather Urban Runoff Discharge Permit Condition and Limits Page 40 of 80 The issuance of a Dry Weather Urban Runoff Discharge Permit may contain any the following conditions or limits: A. Mass emission rates and concentration limits regulating non-compatible pollutants. B. Requirements for the user to construct and maintain, at the user's expense, appropriate pretreatment equipment, flow monitoring facilities, and devices to prevent storm water discharge into OCSD's sewerage system during a wet weather event (rain event). C. Requirements for the user to provide OCSD with its operations and maintenance plan, best management practices, and pollution prevention strategies designed to minimize or eliminate dry weather urban runoff pollutants. D. Limits on rate and time of discharge or requirements for flow regulation and equalization prior to discharge to the sewerage system. E. Requirements to self-monitor the discharge to the sewerage system. F. The General Manager, or his designees, may impose additional requirements as may be appropriate to reduce the burden on OCSD's collection, treatment, and disposal facilities. G. Prohibitions on the discharge, which may cause OCSD's effluent, biosolids, or any other product of its treatment process, to be unsuitable for reclamation, reuse, or disposal. Dry Weather Urban Runoff Discharge Permit Fee A. The Dry Weather Urban Runoff Discharge Permit fee shall be paid by the applicant in an amount established in the applicable Ordinance or Resolution adopted by OCSD's Board of Directors. Payment of permit fees must be received by OCSD prior to issuance of either a new permit or a renewed permit. Each permittee shall also pay delinquent invoices in full prior to permit renewal. Dry Weather Urban Runoff Discharge Permit Modification of Terms and Conditions A. The terms and conditions of an issued permit may be subject to modification and change in the sole determination by OCSD during the life of the permit based on: 1. The discharger's current or anticipated operating data; Page 41 of 80 2. OCSD's current or anticipated operating data; 3. Changes in the requirements of Regulatory Agencies, which affect OCSD; or 4. A determination by the General Manager or his designee that such modification is appropriate to further the objectives of this Ordinance. B. A permittee may request a modification to the terms and conditions of an issued permit. The request shall be in writing stating the requested changes and the reasons for the change. OCSD shall review the request, make a determination on the request, and respond accordingly. C. A permittee shall be informed of any changes in the permit at least forty- five (45) days prior to the effective date change. Any changes or new conditions in the permit shall include a reasonable time schedule for compliance. Dry Weather Urban Runoff Discharge Permit Duration and Renewal Dry Weather Urban Runoff Permit shall normally be issued for a period not to exceed two (2) years. At least 45 days prior to the expiration of the permit, the user shall apply for renewal of the permit in accordance with the provisions of this Article 3. Dry Weather Urban Runoff Discharge Permit Charge for Use A discharger who is issued a Dry Weather Urban Runoff Permit under the provision of this Ordinance shall pay a charge for use in accordance with rates established by Ordinance or Resolution adopted by OCSD's Board of Directors. Page 42 of 80 305. SPECIAL PURPOSE DISCHARGE PERMITS A. No user requiring a Special Purpose Discharge Permit shall discharge wastewater without obtaining a Special Purpose Discharge Permit. B. Special Purpose Discharge Permits shall be expressly subject to all provisions of this Ordinance and all other regulations, charges for use, and fees established by the OCSD. The conditions of Wastewater Discharge Permits shall be enforced by the OCSD in accordance with this Ordinance and applicable State and Federal Regulations. C. All Special Purpose Discharge Permit users proposing to discharge directly or indirectly into the OCSD's sewerage facilities shall obtain a Wastewater Discharge Permit by filing an application pursuant to Section 305.1 and paying the applicable fees pursuant to Sections 305.3 and 305.6. This discharge permit may be granted when no alternative method of disposal is reasonably available, or to mitigate an environmental risk or health hazard. 305.1 Special Purpose Discharge Permit Application A. Applicants seeking a special purpose wastewater permit shall complete and file with the OCSD, prior to commencing discharge, an application in the form prescribed by the OCSD. This application shall be accompanied by the applicable fees, plumbing plans, a detailed analysis of the alternatives for water disposal, or other data as needed by the OCSD for review. B. The permit application may be denied when the applicant has failed to establish to the OCSD's satisfaction that adequate pretreatment equipment is included within the applicants' plans to ensure that the discharge limits will be met or that the applicant has, in the past, demonstrated an inability to comply with applicable discharge limits. 305.2 Special Purpose Discharge Permit Conditions and Limits A. Discharge conditions and limits shall be no less stringent than Section 201(A), General Prohibitions; 201(B), Specific Prohibitions; Section 212, Mass Emission Rate Determination; and Table I, Local Discharge Limits. B. Monitoring requirements for the discharge shall be for those non-compatible pollutants known to exist in the discharge. At least one set of baseline analysis prior to or upon sewer discharge may be required for all constituents contained in the most current Environmental Protection Agency (EPA) "Priority Pollutant" list, excluding asbestos. Page 43 of 80 C. The OCSD may specify and make part of each Special Purpose Discharge Permit specific pretreatment requirements or other terms and conditions determined by the General Manager to be appropriate to protect the OCSD's Sewerage Facility, the Local Sewering Agency, to comply with Regulatory Agencies' requirements, to ensure compliance with this Ordinance, and to assess a charge for use. 305.3 Special Purpose Discharge Permit Fee The special purpose discharge permit fee shall be paid by the applicant in an amount adopted by Ordinance of the Board of Directors. Payment of permit fees must be received by the OCSD prior to issuance of either a new permit or a renewed permit. Each permittee shall also pay delinquent invoices in full prior to permit renewal. 305.4 Special Purpose Discharge Permit Modification of Terms and Conditions A. The terms and conditions of an issued permit may be subject to modification and change in the sole determination by the OCSD during the life of the permit based on: t. The discharger's current or anticipated operating data; 2. The OCSD's current or anticipated operating data; 3. Changes in the requirements of Regulatory Agencies which affect the OCSD; or 4. A determination by the General Manager that such modification is appropriate to further the objectives of this Ordinance. B. A permittee may request a modification to the terms and conditions of an issued permit. The request shall be in writing stating the requested change, and the reasons for the change. The OCSD shall review the request, make a determination on the request, and respond in writing. C. A permittee shall be informed of any changes in the permit at least forty-five (45) days prior to the effective date of change. Any changes or new conditions in the permit shall include a reasonable time schedule for compliance. Page 44 of 80 305.5 Special Purpose Discharge Permit Duration and Renewal Special purpose discharge permits shall normally be issued for a period not to exceed three (3) years, but may be renewed as determined by the General Manager. Users seeking permit renewal shall comply with all provisions of this Article 3. 305.6 Special Purpose Discharge Permit Charge for Use The General Manager shall establish a charge for use to cover all costs of the OCSD for providing sewerage service and monitoring. A deposit determined by the General Manager to be sufficient to pay the estimated charges for use shall accompany the Special Purpose Discharge Permit application, and said deposit shall be applied to the charges for use. 306. WASTEHAULER DISCHARGE PERMIT A. Wastehauler Discharge Permits shall be expressly subject to all provisions of this Ordinance and all other regulations, charges for use, and fees established by the OCSD. The conditions of Wastehauler discharge permits shall be enforced by the OCSD in accordance with this Ordinance and applicable State and Federal Regulations. B. A Wastehauler proposing to discharge waste into the OCSD disposal station shall obtain both a valid Orange County Health Department Permit (where applicable), and a OCSD Wastehauler Permit. 306.1 Wastehauler Discharge Permit Application A. No Wastehauler shall discharge wastewater without a Wastehauler Discharge Permit. B. Any person required to obtain a Wastehauler Discharge Permit shall complete and file with the OCSD prior to commencing discharge, an application in a form prescribed by the OCSD. This application shall be accompanied by the applicable fees. The applicant shall submit, in units and terms appropriate for evaluation, the following information: 1. Name, address, telephone number, and description of the industries, or clients using the applicant's services. 2. (Whichever is applicable) Name, address of any and all principals/owners/major shareholders of the company; Articles of Incorporation; most recent Report of the Secretary of State; Business License. Page 45 of 80 3. Name and address of leaseholder of the vehicle or trailer, if applicable. 4. Number of trucks and trailers and the license numbers and tank hauling capacity of each. 5. A copy of the applicant's Orange County Health Department Permit, where applicable. C. Other information related to the applicant's business operations and potential discharge may be requested to properly evaluate the permit application. D. After evaluation of the data furnished, the OCSD may issue a Wastehauler discharge permit, subject to terms and conditions set forth in this Ordinance and as otherwise determined by the General Manager to be appropriate to protect the OCSD's system. 306.2 Wastehauler Discharge Permit Conditions and Limits The issuance of a Wastehauler permit may contain any of the following conditions or limits: A. Limits on discharge of heavy metals and other priority pollutants. B. Requirements for maintaining and submitting waste hauling records and waste manifests. C. Additional requirements as otherwise determined to be appropriate by the General Manager to protect the OCSD's system or as specified by other Regulatory Agencies. D. Other terms and conditions which may be applicable to ensure compliance with this Ordinance. 306.3 Wastehauler Discharge Permit Fee The Wastehauler discharge permit fee shall be paid by the applicant in an amount adopted by Ordinance of the Boards of Directors. Payment of permit fees must be received by the OCSD prior to issuance of either a new permit or a renewed permit. A permittee shall also pay any delinquent invoices in full prior to permit renewal. Page 46 of 80 306.4 Wastehauler Identification Decal and Access Card Transfer A. The identification decal is non-transferable. B. If a gate access card is issued, it shall be issued to a specific permitted vehicle and is non-transferable unless previously authorized in writing by the OCSD. 306.5 Wastehauler Discharge Permit Modification of Terms and Conditions A. The terms and conditions of an issued permit may be subject to modification and change in the sole determination by the OCSD during the life of the permit based on: 1. The discharger's current or anticipated operating data; 2. The OCSD's current or anticipated operating data; 3. Changes in the requirements of Regulatory Agencies which affect the OCSD; or 4. A determination by the General Manager that such modification is appropriate to further the objectives of this Ordinance. B. Permittee may request a modification to the terms and conditions of an issued permit. The request shall be in writing stating the requested change, and the reasons for the change. The OCSD shall review the request, make a determination on the request, and respond in writing. C. Permittee shall be informed of any change in the permit limits, conditions, or requirements at least forty-five (45) days prior to the effective date of change. Any changes or new conditions in the permit shall include a reasonable time schedule for compliance. 306.6 Wastehauler Discharge Permit Duration and Renewal Wastehauler discharge permits shall be issued for a period not to exceed one (1) year. Upon expiration of the permit, the user shall apply for renewal of the permit in accordance with the provisions of Article 3. 306.7 Wastehauler Discharge Permit Charge for Use A charge for use to cover all costs of the OCSD for providing the disposal station service and monitoring shall be established by Ordinance of the Board of Directors. Page 47 of 80 307. RESERVED 308. RESERVED 309. RESERVED 310. OUT OF DISTRICT PERMITS/DISCHARGERS A. Industrial Wastewater Discharge Permits for dischargers located outside the OCSD's boundaries but within the OCSD service area and tributary to the OCSD's sewerage facilities, may be issued by a local sewering agency after approval by the OCSD. The OCSD shall have the right of inspection and sampling of the user's discharge to determine compliance with industrial waste discharge regulations. Such inspection and sampling will be performed under a coordinated plan developed with the local agency. The more stringent of the industrial waste discharge regulations and effluent limits of the OCSD and the local agency shall apply to the discharger. B. Pursuant to Article 6 herein, the OCSD shall have the right to enforce the Federal Pretreatment Regulations, the provisions of this Ordinance, and permit conditions and limits applicable to any person located outside of the OCSD's service area, but whose discharge is tributary to the OCSD's sewerage facilities. C. The fees for use shall be determined by the OCSD and set forth in a use agreement with the local sewering agency. ARTICLE 4 FACILITIES REQUIREMENTS 401. DRAWING SUBMITTAL REQUIREMENTS Upon request by the OCSD: A. Applicants or users may be required to submit three copies of detailed facility plans. The submittal shall be in a form and content acceptable to the OCSD for review of existing or proposed pretreatment facilities, spill containment facilities, monitoring facilities, metering facilities, and operating procedures. The review of the plans and procedures shall in no way relieve the user of the responsibility of modifying the facilities or procedures in the future, as necessary to produce a discharge acceptable to OCSD, and to meet the requirements of this Ordinance or any requirements of other Regulatory Agencies. Page 48 of 80 B. The drawing shall depict as a minimum the manufacturing process (waste generating sources), spill containment, monitoring or metering facilities, and pretreatment facilities. C. The applicant or user shall submit a schematic drawing of the pretreatment facilities, piping and instrumentation diagram, and wastewater characterization report. D. Users and applicants may also be required to submit for review site plans, floor plans, mechanical and plumbing plans, and details to show all sewers, spill containment, clarifiers, and appurtenances by size, location, and elevation for evaluation. E. The OCSD may require the drawings be prepared by a California Registered Chemical, Mechanical, or Civil Engineer. F. Permittee shall be required to submit updated detailed facility plans. 402. PRETREATMENT FACILITIES A. All users shall provide wastewater treatment as necessary to comply with this ordinance and shall achieve compliance with all Categorical Pretreatment Standards, Table 1, Local Discharge Limits, and the prohibitions set out in Sections 201 (A) & (B) of this ordinance within the time limitations specified by EPA, the State, or OCSD, whichever is more stringent. Any facilities necessary for compliance shall be provided, operated by a qualified operator, and maintained in proper operating condition at the user's expense. B. All users may also be required by the OCSD to submit waste analysis plans, contingency plans, and meet other necessary requirements to ensure proper operation of the pretreatment facilities and compliance with permit limits and this Ordinance. C. No user shall increase the use of water or in any other manner attempt to dilute a discharge as a partial or complete substitute for treatment to achieve compliance with this Ordinance and the user's Permit. 403. SPILL CONTAINMENT FACILITIES/ACCIDENTAL SLUG CONTROL PLANS A. All users shall provide spill containment for protection against discharge of prohibited materials or other wastes regulated by this Ordinance. Such protection shall be designed to secure the discharges and to prevent them from entering into the system in accordance with reasonable engineering standards. Such facilities shall be provided and maintained at the user's Page 49 of 80 expense. B. The General Manager may require any industrial user to develop and implement an accidental discharge/slug control plan. At least once every two years the OCSD shall evaluate whether each significant industrial user needs such a plan. Any user required to develop and implement an accidental discharge/control slug plan shall submit a plan which addresses, at a minimum, the following: 1. Description of discharge practices, including non-routine batch discharges. 2. Description of stored chemicals. 3. Procedures for immediately notifying the POTW of any accidental of slug discharge. Such notification must also be given for any discharge which would violate any of the prohibited discharges in Article 2 of this Ordinance. 4. Procedures to prevent adverse impact from any accidental or slug discharge. Such procedures include, but are not limited to, inspection and maintenance of storage areas, handling and transfer of materials, loading and unloading operations, control of plant site run-off, worker training, building of containment structures or equipment, measures for containing toxic organic pollutants (including solvents), and measures and equipment for emergency response. 404. MONITORING/METERING FACILITIES A. The OCSD may require the user to construct and maintain in proper operating condition at the user's sole expense, Flow monitoring, constituent monitoring and/or sampling facilities. B Permittees may be required to install and maintain an appropriate effluent flow monitoring device. Calibration of such flow monitoring device shall be done annually or as specified in the wastewater discharge permit. C. The monitoring or metering facilities may be required to include a security closure that can be locked with a OCSD provided hasp lock during sampling or upon termination of service. D. The location of the monitoring or metering facilities shall be subject to approval by the OCSD. E. The user shall provide immediate, clear, safe and uninterrupted access to Page 50 of 80 the OCSD to the user's monitoring and metering facilities. F. For all industries permitted by the OCSD, domestic wastewaters shall be kept segregated from all industrial wastewaters until the industrial wastewaters have passed through any required pretreatment system or device and the permittee's sample point. 405. WASTE MINIMIZATION REQUIREMENTS A. The user shall provide waste minimization plans to reduce or eliminate pollutant discharge to the sewerage system and conserve water. The user shall investigate product substitution, housekeeping practices, provide inventory control, implement employee education, and other steps as necessary to minimize waste produced. B. A user may certify that their facility does not discharge any type of wastewater, containing pollutants that may directly or indirectly discharge into the OCSD sewerage system as a form of Best Management Practice (BMP), upon approval by the OCSD. ARTICLE 5 MONITORING, REPORTING, NOTIFICATION, AND INSPECTION REQUIREMENTS 501. MONITORING AND REPORTING CONDITIONS A. Monitoring for Annual Charge for Use The wastewater constituents and characteristics of a discharger needed for determining the annual charge for use shall be submitted in the form of self-monitoring reports by the user to the OCSD, if requested. The frequency of analyses and reporting shall be set forth in the user's permit. The analyses of these constituents and characteristics shall be by a laboratory acceptable to the OCSD, and at the sole expense of the permittee. Analyses performed by OCSD's personnel may used in the determination of the annual charge for use. Page 51 of 80 B. Monitoring for Compliance with Permit Conditions or Reporting Reguirements The OCSD may require reports for self-monitoring of wastewater constituents and characteristics of the discharger needed for determining compliance with any limit or requirements as specified in the user's permit, Federal or State Regulations, or this Ordinance. These reports include: (1) Baseline Monitoring Reports. (2) Compliance Schedule Progress Reports. (3) 90-Day Compliance Reports. (4) Periodic Reports on continued compliance. (5) Notification of the Discharge of Hazardous Waste. (6) Other reports as required by the OCSD. Monitoring reports of the analyses of wastewater constituents and characteristics shall be in a manner and form approved by the OCSD and shall be submitted upon request of the OCSD. When applicable, the self- monitoring requirement and frequency of reporting may be set forth in the user's permit as directed by the OCSD. The analyses of wastewater constituents and characteristics and the preparation of the monitoring report shall be done at the sole expense of the user. If sampling performed by a user indicates a violation, the user must notify the OCSD within twenty-four (24) hours of becoming aware of the violation. The user shall also repeat the sampling and analysis and submit the results of the repeat analysis to the OCSD within thirty (30) days after becoming aware of the violation. Resampling by the industrial user is not required if the OCSD performs sampling at the user between the time when the initial sampling was conducted and the time when the user or OCSD receives the results of this sampling, or if the OCSD has performed the sampling and analysis in lieu of the industrial user. If the OCSD performed the sampling and analysis in lieu of the industrial user, the OCSD will perform the repeat sampling and analysis unless it notifies the user of the violation and requires the user to perform the repeat sampling and analysis. Failure by the user to perform any required monitoring, or to submit monitoring reports required by the OCSD constitutes a violation of this Ordinance, may result in determining whether the permittee is in significant non-compliance, and be cause for the OCSD to initiate all Page 52 of 80 necessary tasks and analyses to determine the wastewater constituents and characteristics for compliance with any limits and requirements specified in the user's permit or in this Ordinance. The user shall be responsible for any and all expenses of the OCSD in undertaking such monitoring analyses and preparation of reports. 501.1 Inspection and Sampling Conditions A. The OCSD may inspect and sample the wastewater generating and disposal facilities of any user to ascertain whether the intent of this Ordinance is being met and the user is complying with all requirements. B. The OCSD shall have the right to place on the user's property or other locations as determined by the OCSD, such devices as are necessary to conduct sampling or metering operations. Other sampling locations may include downstream manholes, usually in the sewerage system, for the purpose of determining the compliance status of an industrial or commercial discharger. C. In order for the OCSD to determine the wastewater characteristics of the discharger for purposes of determining the annual use charge and for compliance with permit requirements, the user shall make available for inspection and copying by the OCSD all notices, self-monitoring reports, waste manifests, and records including, but not limited to, those related to production, wastewater generation, wastewater disposal, and those required in the Federal Pretreatment Requirements without restriction but subject to the confidentiality provision set forth in Section 103 herein. All such records shall be kept by the user a minimum of three (3) years. D. If a discharger falsifies, tampers with, or knowingly renders inaccurate any monitoring device or sample collection method, the discharger may be subject to imposition of penalties, permit suspension or permit revocation. 501.2 Analytical Requirements All pollutant analyses, including sampling techniques, to be submitted as part of a wastewater discharge permit application or report shall be performed in accordance with the techniques prescribed in 40 CFR Part 136 and amendments thereto, unless otherwise specified in an applicable categorical Pretreatment Standard. If 40 CFR Part 136 does not contain sampling or analytical techniques for the pollutant in question, or where the EPA determines that the Part 136 sampling and analytical techniques are inappropriate for the pollutant in question, sampling and analyses shall be performed by using validated analytical methods or any other applicable sampling and analytical procedures, including procedures suggested by the General Manager or other parties approved by EPA. Page 53 of 80 501.3 Right of Entry A. Persons or occupants of premises where wastewater is created or discharged shall allow the OCSD, or its representatives, reasonable access to all parts of the wastewater generating and disposal facilities for the purposes of inspection and sampling during all times the discharger's facility is open, operating, or any other reasonable time. No person shall interfere with, delay, resist or refuse entrance to authorized OCSD's personnel attempting to inspect any facility involved directly or indirectly with a discharge of wastewater to the OCSD's sewerage system. B. Where a user has security measures in force, the user shall make necessary arrangements so that personnel from the OCSD shall be permitted to enter without delay for the purpose of performing their specific responsibilities. 501.4 Notification of Spill or Slun Loadina A. In the event the discharger is unable to comply with any permit condition due to a breakdown of equipment, accidents, or human error, or the discharger has reasonable opportunity to know that his discharge will exceed the discharge provisions of the user's permit, Sections 201(A) & (B) or Table I, Local Discharge Limits, the discharger shall immediately notify the OCSD by telephone. If the material discharged to the sewer has the potential to cause or result in a fire or explosion hazard, the discharger shall immediately notify the local fire department and the OCSD. B. Confirmation of this notification shall be made in writing no later than five (5) working days from the date of the incident. The written notification shall state the date of the incident, the reasons for the discharge or spill, what steps were taken to immediately correct the problem, and what steps are being taken to prevent the problem from recurring. C. Such notification shall not relieve the user of any expense, loss, damage or other liability which may be incurred as a result of damage or loss to the OCSD or any other damage or loss to person or property; nor shall such notification relieve the user of any fees or other liability which may be imposed by this Ordinance or other applicable law. Page 54 of 80 501.5 Notification of Bypass A. Bypass of industrial wastewater to the sewerage system is prohibited. The OCSD may take enforcement action against the user, unless: 1. Bypass was unavoidable because it was done to prevent loss of life, personal injury, or severe property damage; 2. There were no feasible alternatives to the bypass, such as the use of auxiliary treatment facilities, retention of untreated wastes, elective slow-down or shut-down of production units or maintenance during periods of production downtime. This condition is not satisfied if adequate backup equipment could have been feasibly installed in the exercise of reasonable engineering judgment to prevent a bypass which occurred during normal periods of equipment downtime or preventative maintenance; and 3. The permittee submitted notices as required under Section 501.4(B). B. If a permittee knows in advance of the need for a bypass, it shall submit a written request to allow the bypass to the OCSD, if possible, at least ten (10) days before the date of the bypass. C. The OCSD may approve an anticipated bypass at its sole discretion after considering its adverse effects, and the OCSD determines that the conditions listed in Section 501.5(A)(1-3) are met. D. A permittee shall provide telephone notification to the OCSD of an unanticipated bypass that exceeds its permitted discharge limits within four hours from the time the permittee becomes aware of the bypass. A written report shall also be provided within five (5) days of the time the permittee becomes aware or could reasonably have been aware of the bypass. The report shall contain a description of the bypass and its cause; the duration of the bypass, including exact dates and times, and, if the bypass has not been corrected, the anticipated time it is expected to continue; and steps taken or planned to reduce, eliminate, and prevent recurrence of the bypass. Failure to submit oral notice or written report may be grounds for permit revocation. Page 55 of 80 ARTICLE 6 ENFORCEMENT 600. PURPOSE AND SCOPE A. The Board finds that in order for the OCSD to comply with the laws, regulations, and rules imposed upon it by Regulatory Agencies and to ensure that the OCSD's sewerage facilities and treatment processes are protected and are able to operate with the highest degree of efficiency, and to protect the public health and environment, specific enforcement provisions must be adopted to govern the discharges to the OCSD's system by industrial discharge permittees. B. To ensure that all interested parties are afforded due process of law and that non-compliance and violations are resolved as soon as possible, the general policy of the OCSD is that: 1. Any determination relating to a Probation Order, Enforcement Compliance Schedule Agreement (ECSA), or Regulatory Compliance Schedule Agreement (RCSA) will be made by the Division Head of the Source Control Division, with a right of appeal by the permittee to the General Manager pursuant to the procedures set forth in Section 617. 2. A user, permittee, or applicant for a permit may request the Steering Committee to hear an appeal of the General Manager's decision pursuant to Section 618. Such request may be granted or denied by the Steering Committee. 3. Any permit suspension or revocation recommended by the Source Control Division Head will be heard and a recommendation made to the General Manager by a OCSD Department Head or other person designated by the General Manager with a right of appeal of the General Manager's order by the permittee to the Steering Committee pursuant to the provisions of Section 618. 4. Actions and decisions by the Division Head or Department Head are made pursuant to a delegation of authority by the General Manager as authorized by Section 107 of this Ordinance. 5. The Board of Directors may adopt rules of procedure to establish the conduct of certain administrative proceedings. Page 56 of 80 C. The OCSD, at its discretion, may utilize any one, combination, or all enforcement remedies provided in Article 6 in response to any permit or Ordinance violation. 601. DETERMINATION OF NON-COMPLIANCE WITH DISCHARGE LIMITS A. Sampling Procedures 1. Sampling of all permittees shall be conducted in the time, place, manner, and frequency determined at the sole discretion of the OCSD. 2. Non-compliance with mass emission rate limits, concentration limits, permit discharge conditions, or any discharge provision of this Ordinance may be determined by an analysis of a grab or composite sample of the effluent of a user. Non-compliance with mass emission rate limits shall be determined by an analysis of a composite sample of the user's effluent, except that a grab sample may be used to determine compliance with mass emission rate limits when the discharge is from a closed (batch) treatment system in which there is no wastewater flow into the system when the discharge is occurring, the volume of wastewater contained in the batch system is known, the time interval of discharge is known, and the grab sample is homogeneous and representative of the discharge. 3. Any sample taken from a sample point is considered to be representative of the discharge to the public sewer. 602. ENFORCEMENT PROCEDURES AND APPLICABLE FEES A. Self-Monitoring Requirements as a Result of Non-Compliance 1. If analysis of any sample obtained by the OCSD or by a permittee shows non-compliance with the applicable wastewater discharge limits set forth in the Ordinance or in the permittee's discharge permit, the OCSD may impose self-monitoring requirements on the permittee. 2. A permittee shall perform required self-monitoring of constituents in a frequency, at the specific location, and in a manner directed by the OCSD. 3. All analyses of self-monitoring samples shall be performed by an independent laboratory acceptable to the OCSD and submitted to the OCSD in a form and frequency determined by the OCSD. Page 57 of 80 4. All self-monitoring costs shall be borne by the permittee. 5. Nothing in this section shall be deemed to limit the authority of the OCSD to impose self-monitoring as a permit condition. B. Purpose of Non-Compliance Sampling Fees The purpose of the non-compliance sampling fee is to compensate the OCSD for costs of additional sampling, monitoring, laboratory analysis, treatment, disposal, and administrative processing incurred as a result of the non-compliance, and shall be in addition to and not in lieu of any penalties as may be assessed pursuant to Sections 615 and 616. C. Non-Compliance Sampling Fees for Composite Samples 1. Each violation of a permittee's permit limit or condition is a violation of this Ordinance. 2. a) If analysis of any composite sample of a permittee's discharge obtained by the OCSD shows a major violation by the permittee of the mass emission rates or concentration limits specified in the permittee's discharge permit or in this Ordinance, then the permittee shall pay non-compliance sampling fees to the OCSD pursuant to fee schedules adopted by the OCSD's Board of Directors. b) If analysis of any composite sample of a permittee's discharge obtained by the OCSD shows a minor violation by the permittee of the mass emission rates or concentration limits specified in the permittee's discharge permit or in this Ordinance, then the OCSD may impose non-compliance sampling fees pursuant to fee schedules adopted by the OCSD's Board of Directors. 3. The fees specified in subsection 602.C.2.(a), C.2.(b) and D herein shall be imposed for each date on which the OCSD conducts sampling as a result of a violation by a permittee. Page 58 of 80 D. Non-Compliance Sampling Fees for Grab Samples and Self-Monitoring Results 1. If analysis of any grab sample analysis of a permittee's discharge shows non-compliance with any concentration limits as set forth in the user's permit or in this Ordinance, the OCSD may impose non- compliance sampling fees, pursuant to fee schedules adopted by the OCSD Board of Directors, for sampling conducted by the OCSD as a result of a violation by the permittee. 2. If any self-monitoring analysis of a permittee's discharge shows non-compliance with any concentration limits or mass emission rates as set forth in the user's permit or in this Ordinance, the OCSD may impose non-compliance sampling fees, pursuant to fee schedules adopted by the OCSD Board of Directors, for sampling conducted by the OCSD as a result of a violation by the permittee. 602.1 Probation Order A. Grounds In the event the Division Head determines that a permittee has violated any provision of this Ordinance, or the terms, conditions and limits of its discharge permit, or has not made payment of all amounts owed to the OCSD for user charges, non-compliance fees or any other fees, the General Manager may issue a Probation Order, whereby the permittee must comply with all directives, conditions and requirements therein within the time prescribed. B. Provisions The issuance of a Probation Order may contain terms and conditions including, but not limited to, installation of pretreatment equipment and facilities, requirements for self-monitoring, submittal of drawings or technical reports, operator certification, audit of waste minimization practices, payment of fees, limits on rate and time of discharge, or other provisions to ensure compliance with this Ordinance. C. Probation Order- Expiration A Probation Order issued by the General Manager shall be in effect for a period not to exceed ninety (90) days. Page 59 of 80 602.2 Enforcement Compliance Schedule Agreement (ECSA) A. Grounds Upon determination that a permittee is in non-compliance with the terms, conditions or limits specified in its permit or any provision of this Ordinance, and needs to construct and/or acquire and install equipment related to pretreatment, the General Manager may require the permittee to enter into an ECSA which will, upon the effective date of the ECSA, amend the permittee's permit. The ECSA shall contain terms and conditions by which a permittee must operate during its term and shall provide specific dates for achieving compliance with each term and condition for construction and/or acquisition and installation of required equipment related to pretreatment. B. Provisions The issuance of an ECSA may contain terms and conditions including but not limited to requirements for self-monitoring, installation of pretreatment equipment and facilities, submittal of drawings or reports, operator certification, audit of waste minimization practices, payment of fees, limits on rate and time of discharge, deposit of performance guarantee, interim limits, or other provisions to ensure compliance with this Ordinance. C. ECSA- Payment of Amounts Owed The OCSD shall not enter into an ECSA until such time as all amounts owed to the OCSD, including user fees, non-compliance sampling fees, deposits, or other amounts due are paid in full, or an agreement for deferred payment secured by collateral or a third party, is approved by the General Manager. Failure to pay all amounts owed to the OCSD shall be grounds for permit suspension or permit revocation as set forth in Section 604 and 605. D. ECSA- Permit Suspension/Revocation If compliance is not achieved in accordance with the terms and conditions of an ECSA during its term, the General Manager may issue an order suspending or revoking the discharge permit pursuant to Section 604 or 605 of this Ordinance. Page 60 of 80 603. REGULATORY COMPLIANCE SCHEDULE AGREEMENT (RCSA) A. Grounds If at any time subsequent to the issuance of a Wastewater Discharge Permit to an industrial user, Federal Categorical Pretreatment Standards are adopted or revised by the United States Environmental Protection Agency, or in the event the OCSD enacts revised discharge limits, the General Manager, upon determination that an industrial user would not be in compliance with the adopted or revised limits, may require the industrial user to enter into a RCSA with the OCSD under terms and conditions that would provide for achieving compliance with all new standards by the industrial user on a specific date. The RCSA shall have a maximum term of two hundred-seventy (270) days. B. Provisions The issuance of a RCSA may contain terms and conditions including but not limited to requirements for installation of pretreatment equipment and facilities, submittal of drawings or reports, waste minimization practices or other provisions to ensure compliance with this Ordinance. C. RCSA- Non-Compliance Sampling Fee During the period said RCSA is in effect, any discharge by permittee in violation of the RCSA will require payment of non-compliance sampling fees in accordance with Article 6. 604. PERMIT SUSPENSION A. Grounds The General Manager may suspend any permit when it is determined that a permittee: 1. Fails to comply with the terms and conditions of either an ECSA or RCSA. 2. Knowingly provides a false statement, representation, record, report, or other document to the OCSD. 3. Refuses to provide records, reports, plans, or other documents required by the OCSD to determine permit terms, conditions, or limits, discharge compliance, or compliance with this Ordinance. 4. Falsifies, tampers with, or knowingly renders inaccurate any monitoring device or sample collection method. Page 61 of 80 5. Fails to report significant changes in operations or wastewater constituents and characteristics. 6. Violates a Probation Order. 7. Refuses reasonable access to the permittee's premises for the purpose of inspection and monitoring. 8. Does not make timely payment of all amounts owed to the OCSD for user charges, non-compliance sampling fees, permit fees, or any other fees imposed pursuant to this Ordinance. 9. Violates any condition or limit of its discharge permit or any provision of the OCSD's Ordinance. B. Notice/Hearing When the General Manager has reason to believe that grounds exist for permit suspension, he shall give written notice thereof by certified mail to the permittee setting forth a statement of the facts and grounds deemed to exist, together with the time and place where the charges shall be heard by the General Manager's designee. The hearing date shall be not less than fifteen (15) calendar days nor more than forty-five (45) calendar days after the mailing of such notice. 1. At the suspension hearing, the permittee shall have an opportunity to respond to the allegations set forth in the notice by presenting written or oral evidence. The hearing shall be conducted in accordance with procedures established by the General Manager and approved by the OCSD's General Counsel. 2. After the conclusion of the hearing, the General Manager's designee shall submit a written report to the General Manager setting forth a brief statement of facts found to be true, a determination of the issues presented, conclusions, and a recommendation. Upon receipt of the written report, the General Manager shall make his determination and should he find that grounds exist for suspension of the permit, he shall issue his decision and order in writing within thirty (30) calendar days after the conclusion of the hearing by his designee. The written decision and order of the General Manager shall be sent by certified mail to the permittee or its legal counsel/representative at the permittee's business address. Page 62 of 80 C. Effect 1. Upon an order of suspension by the General Manager becoming final, the permittee shall immediately cease and desist its discharge and shall have no right to discharge any industrial wastewater, directly or indirectly to the OCSD's system for the duration of the suspension. All costs for physically terminating and reinstating service shall be paid by the permittee. 2. Any owner or responsible management employee of the permittee shall be bound by the order of suspension. 3. An order of permit suspension issued by the General Manager shall be final in all respects on the sixteenth (16th) day after it is mailed to the permittee unless a request for hearing is filed with the Steering Committee pursuant to Section 618 no later than 5:00 p.m. on the fifteenth (15th) day following such mailing. 605. PERMIT REVOCATION A. Grounds The General Manager may revoke any permit when it is determined that a permittee: 1. Knowingly provides a false statement, representation, record, report, or other document to the OCSD. 2. Refuses to provide records, reports, plans, or other documents required by the OCSD to determine permit terms, conditions, or limits, discharge compliance, or compliance with this Ordinance. 3. Falsifies, tampers with, or knowingly renders inaccurate any monitoring device or sample collection method. 4. Fails to report significant changes in operations or wastewater constituents and characteristics. 5. Fails to comply with the terms and conditions of an ECSA, permit suspension, or probation order. Page 63 of 80 6. Discharges effluent to the OCSD's sewerage system while its permit is suspended. 7. Refuses reasonable access to the permittee's premises for the purpose of inspection and monitoring. 8. Does not make timely payment of all amounts owed to the OCSD for user charges, non-compliance sampling fees, permit fees, or any other fees imposed pursuant to this Ordinance. 9. Causes interference with the OCSD's collection, treatment, or disposal system. 10. Fails to submit oral notice or written report of bypass occurrence. 11. Violates any condition or limit of its discharge permit or any provision of the OCSD's Ordinance. B. Notice/Hearing When the General Manager has reason to believe that grounds exist for the revocation of a permit, he shall give written notice by certified mail thereof to the permittee setting forth a statement of the facts and grounds deemed to exist together with the time and place where the charges shall be heard by the General Manager's designee. The hearing date shall be not less than fifteen (15) calendar days nor more than forty-five (45) calendar days after the mailing of such notice. 1. At the hearing, the permittee shall have an opportunity to respond to the allegations set forth in the notice by presenting written or oral evidence. The revocation hearing shall be conducted in accordance with the procedures established by the General Manager and approved by the OCSD's General Counsel. 2. After the conclusion of the hearing, the General Manager's designee shall submit a written report to the General Manager setting forth a brief statement of facts found to be true, a determination of the issues presented, conclusions, and a recommendation. Upon receipt of the written report, the General Manager shall make his determination and should he find that grounds exist for permanent revocation of the permit, he shall issue his decision and order in writing within thirty (30) calendar days after the conclusion of the hearing by his designee. The written decision and order of the General Manager shall be sent by certified mail to the permittee Page 64 of 80 or its legal counsel/representative at the permittee's business address. In the event the General Manager determines to not revoke the permit, he may order other enforcement actions, including, but not limited to, a temporary suspension of the permit, under terms and conditions that he deems appropriate. C. Effect 1. Upon an order of revocation by the General Manager becoming final, the permittee shall permanently lose all rights to discharge any industrial wastewater directly or indirectly to the OCSD system. All costs for physical termination shall be paid by the permittee. 2. Any owner or responsible management employee of the permittee shall be bound by the order of revocation. 3. Any future application for a permit at any location within the OCSD by any person subject to an order of revocation will be considered by the OCSD after fully reviewing the records of the revoked permit, which records may be the basis for denial of a new permit. 4. An order of permit revocation issued by the General Manager shall be final in all respects on the sixteenth (16th) day after it is mailed to the permittee unless a request for hearing is filed with the Steering Committee pursuant to Section 618 no later than 5:00 p.m. on the fifteenth (15th) day following such mailing. 606. WASTEHAULER NON-COMPLIANCE WITH PERMIT CONDITIONS A Wastehauler's non-compliance with permit requirements shall be determined by an analysis of a sample of the discharge for any constituent or conditions specified in the Wastehauler's discharge permit or this Ordinance. If the discharge of a Wastehauler is found by the analysis to be in excess of the concentration limits specified in the Wastehauler's discharge permit or in this Ordinance, the Wastehauler shall, after receiving a demand from the OCSD, identify in writing, all sources of the discharge. Even if it is established to the satisfaction of the General Manager that the origin of the discharge is domestic septage, or septic waste, the OCSD may still elect not to accept waste from that particular source. Page 65 of 80 If the discharge is industrial wastewater from an industrial source(s) and exceeds permit concentration limits or limits specified in this Ordinance, the following shall apply: A. First Violation 1. The permittee shall pay a non-compliance sampling fee. 2. The Wastehauler permit for disposal privileges shall be suspended for five (5) days. B. Second Violation 1. The permittee shall pay a non-compliance sampling fee. 2. The Wastehauler permit for disposal privileges shall be suspended for ten (10) days. 3. The Wastehauler permit may be revoked in accordance with Section 606. 607. DAMAGE TO FACILITIES OR INTERRUPTION OF NORMAL OPERATIONS A. Any person who discharges any waste which causes or contributes to any obstruction, interference, damage, or any other impairment to the OCSD sewerage facilities or to the operation of those facilities shall be liable for all costs required to clean or repair the facilities together with expenses incurred by the OCSD to resume normal operations. Such discharge shall be grounds for permit revocation. A service charge of twenty-five percent (25%) of OCSD costs shall be added to the costs and charges to reimburse the OCSD for miscellaneous overhead, including administrative personnel and record keeping. The total amount shall be payable within forty-five (45) days of invoicing by the OCSD. B. Any person who discharges a waste which causes or contributes to the OCSD violating its discharge requirements established by any Regulatory Agency incurring additional expenses or suffering losses or damage to the facilities, shall be liable for any costs or expenses incurred by the OCSD, including regulatory fines, penalties, and assessments made by other agencies or a court. Page 66 of 80 608. INDUSTRIAL WASTE PASS THROUGH Any person whose discharge results in a pass through event affecting the OCSD or its sewerage facilities shall be liable for all costs associated with the event, including treatment costs, regulatory fines, penalties, assessments, and other indirect costs. The discharger shall submit to the OCSD plans to prevent future recurrences to the satisfaction of the OCSD. 609. PUBLICATION OF VIOLATION Upon a determination in a permit suspension, permit revocation, or civil penalty proceedings that a user has discharged in violation of its permit or any provision under this Ordinance, the OCSD may require that the user notify the public and/or other users of the OCSD sewerage facilities of such violation, of actions taken to correct such violation, and of any administrative or judicial orders or penalties imposed as a result of such violation. 610. PUBLISHED NOTICES FOR SIGNIFICANT NON-COMPLIANCE In accordance with Federal Regulations, the OCSD shall annually cause to be published the names of all industrial users in significant non-compliance. Upon a minimum of a thirty (30)-day notification to the user, said publication shall be made in the newspaper of the largest daily circulation published in the OCSD service area. 611. PUBLIC NUISANCE Discharge of wastewater in any manner in violation of this Ordinance or of any order issued by the General Manager, as authorized by this Ordinance, is hereby declared a public nuisance and shall be corrected or abated as directed by the General Manager. Any person creating a public nuisance is guilty of a misdemeanor. 612. TERMINATION OF SERVICE A. The OCSD, by order of the General Manager, may physically terminate sewerage service to any property as follows: 1. On a term of any order of emergency suspension or revocation of a permit; or 2. Upon the failure of a person not holding a valid discharge permit to immediately cease discharge, whether direct or indirect, to the OCSD sewerage facilities. B. All costs for physical termination shall be paid by the user as well as all Page 67 of 80 costs for reinstating service. 613. EMERGENCY SUSPENSION ORDER A. The OCSD may, by order of the General Manager, suspend sewerage service or Wastehauler discharge service when the General Manager determines that such suspension is necessary in order to stop an actual or impending discharge which presents or may present an imminent or substantial endangerment to the health and welfare of persons, or to the environment, or may cause interference to the OCSD sewerage facilities, or may cause the OCSD to violate any State or Federal Law or Regulation. Any discharger notified of and subject to an Emergency Suspension Order shall immediately cease and desist the discharge of all industrial wastewater to the sewerage system. B. As soon as reasonably practicable following the issuance of an Emergency Suspension Order, but in no event more than five (5) days following the issuance of such order, the General Manager shall hold a hearing to provide the user the opportunity to present information in opposition to the issuance of the Emergency Suspension Order. Such a hearing shall not stay the effect of the Emergency Suspension Order. The hearing shall be conducted in accordance with procedures established by the General Manager and approved by the OCSD General Counsel. The General Manager shall issue a written decision and order within two (2) business days following the hearing, which decision shall be sent by certified mail to the user or its legal counsel/representative at that user's business address. The decision of the General Manager following the hearing shall be final and not appealable. 614. INJUNCTION Whenever a discharger of wastewater is in violation of or has the reasonable potential to violate any provision of this Ordinance, permit condition, or any Federal Pretreatment Standard or requirement as set forth in 40 CFR Section 403.8 at seq., fails to submit required reports, or refuses to allow the OCSD entry to inspect or monitor the user's discharge, the OCSD may petition the Superior Court for the issuance of a preliminary or permanent injunction, or both, as may be appropriate to restrain the continued violation or to prevent threatened violations by the discharger. Page 68 of 80 615. CIVIL PENALTIES A. Author! All users of the OCSD's system and facilities are subject to enforcement actions administratively or judicially by the OCSD, U.S. EPA, State of California Regional Water Quality Control Board, or the County of Orange District Attorney. Said actions may be taken pursuant to the authority and provisions of several laws, including but not limited to: (1) Federal Water Pollution Control Act, commonly known as the Clean Water Act (33 U.S.C.A. Section 1251 et seq.); (2) California Porter-Cologne Water Quality Control Act (California Water Code Section 13000 at seq.); (3) California Hazardous Waste Control Law (California Health & Safety Code Sections 25100 to 25250); (4) Resource Conservation and Recovery Act of 1976 (42 U.S.C.A Section 6901 et seq.); and (5) California Government Code, Sections 54739-54740. B. Recovery of Fines or Penalties In the event the OCSD is subject to the payment of fines or penalties pursuant to the legal authority and actions of other regulatory or enforcement agencies based on a violation of law or regulation or its permits, and said violation can be established by OCSD, as caused by the discharge of any user of the OCSD system which is in violation of any provision of the OCSD Ordinance or the user's permit, OCSD shall be entitled to recover from the user all costs and expenses, including, but not limited to, the full amount of said fines or penalties to which it has been subjected. C. Ordinance Pursuant to the authority of California Government Code Sections 54739 - 54740, any person who violates any provision of this Ordinance; any permit condition, prohibition or effluent limit; or any suspension or revocation order shall be liable civilly for a sum not to exceed $25,000.00 per violation for each day in which such violation occurs. Pursuant to the authority of the Clean Water Act, 33 U.S.C. Section 1251 at seq., any person who violates any provision of this Ordinance, or any permit condition, prohibition, or effluent limit shall be liable civilly for a sum not to exceed $25,000.00 per violation for each day in which such violation occurs. The General Counsel of the OCSD, upon order of the General Manager, shall petition the Superior Court to impose, assess, and recover such penalties, or such other penalties as the OCSD may impose, assess, and recover pursuant to Federal and/or State legislative authorization. Page 69 of 80 D. Administrative Civil Penalties 1. Pursuant to the authority of California Government Code Sections 54740.5 and 54740.6, the OCSD may issue an administrative complaint to any person who violates: a) any provision of this Ordinance; b) any permit condition, prohibition, or effluent limit; or c) any suspension or revocation order. 2. The administrative complaint shall be served by personal delivery or certified mail on the person and shall inform the person that a hearing will be conducted, and shall specify a hearing date within sixty (60) days following service. The administrative complaint will allege the act or failure to act that constitutes the violation of the OCSD requirements, the provisions of law authorizing civil liability to be imposed, and the proposed civil penalty. The matter shall be heard by the General Manager or his designee. The person to whom an administrative complaint has been issued may waive the right to a hearing, in which case a hearing will not be conducted. 3. At the hearing, the person shall have an opportunity to respond to the allegations set forth in the administrative complaint by presenting written or oral evidence. The hearing shall be conducted in accordance with the procedures established by the General Manager and approved by the OCSD's General Counsel. 4. After the conclusion of the hearing, the General Manager's designee shall submit a written report to the General Manager setting forth a brief statement of the facts found to be true, a determination of the issues presented, conclusions, and a recommendation. 5. Upon receipt of the written report, the General Manager shall make his determination and should he find that grounds exist for assessment of a civil penalty against the person, he shall issue his decision and order in writing within thirty (30) calendar days after the conclusion of the hearing by his designee. 6. If, after the hearing or appeal, if any, it is found that the person has violated reporting or discharge requirements, the General Manager or Steering Committee may assess a civil penalty against that person. In determining the amount of the civil penalty, the General Manager or Steering Committee may take into consideration all Page 70 of 80 relevant circumstances, including but not limited to the extent of harm caused by the violation, the economic benefit derived through any non-compliance, the nature and persistence of the violation, the length of time over which the violation occurs, and corrective action, if any, attempted or taken by the person involved. 7. Civil penalties may be assessed as follows: a) In an amount which shall not exceed two thousand dollars ($2,000.00) for each day for failing or refusing to furnish technical or monitoring reports; b) In an amount which shall not exceed three thousand dollars ($3,000.00) for each day for failing or refusing to timely comply with any compliance schedules established by the OCSD; c) In an amount which shall not exceed five thousand dollars ($5,000.00) per violation for each day of discharge in violation of any waste discharge limit, permit condition, or requirement issued, reissued, or adopted by the OCSD; d) In any amount which does not exceed ten dollars ($10.00) per gallon for discharges in violation of any suspension, revocation, cease and desist order or other orders, or prohibition issued, reissued, or adopted by the OCSD; 8. An order assessing administrative civil penalties issued by the General Manager shall be final in all respects on the thirty-first (31st) day after its is served on the person unless an appeal and request for hearing is filed with the Steering Committee pursuant to Section 618 no later than the thirtieth (30th) day following such mailing. An order assessing administrative civil penalties issued by the Steering Committee shall be final upon issuance. 9. Copies of the administrative order shall be served on the party served with the administrative complaint, either by personal service or by registered mail to the person at his business or residence address, and upon other persons who appeared at the hearing and requested a copy of the order. 10. Any person aggrieved by a final order issued by the Steering Committee, after granting review of the order of the General Manager, may obtain review of the order of the Steering Committee in the superior court, pursuant to Government Code Section 54740.6, by filing in the court a petition for writ of mandate within Page 71 of 80 thirty (30) days following the service of a copy of the decision or order issued by the Steering Committee. 11. Payment of any order setting administrative civil penalties shall be made within thirty (30) days of the date the order becomes final. The amount of any administrative civil penalties imposed which have remained delinquent for a period of sixty (60) days shall constitute a lien against the real property of the discharger from which the discharge resulting in the imposition of the civil penalty originated. The lien shall have no effect until recorded with the county recorder. The OCSD may record the lien for any unpaid administrative civil penalties on the ninety-first (91st) day following the date the order becomes final. 12. No administrative civil penalties shall be recoverable under Section 615.D for any violation for which the OCSD has recovered civil penalties through a judicial proceeding filed pursuant to Government Code Section 54740. 616. CRIMINAL PENALTIES Any person who violates any provision of this Ordinance is guilty of a misdemeanor, which upon conviction is punishable by a fine not to exceed $1,000.00, or imprisonment for not more than thirty (30) days, or both. Each violation and each day in which a violation occurs may constitute a new and separate violation of this Ordinance and shall be subject to the penalties contained herein. 617. APPEALS TO GENERAL MANAGER A. General Any user, permit applicant or permittee affected by any decision, action or determination made by the Division Head may file with the General Manager a written request for an appeal hearing. The request must be received by the OCSD within fifteen (15) days of mailing of notice of the decision, action, or determination of the OCSD to the appellant. The request for hearing shall set forth in detail all facts supporting the appellant's request. B. Notice The General Manager shall, within fifteen (15) days of receiving the request for appeal, and pursuant to Section 107, designate a Department Head or other person to hear the appeal and provide written notice to the appellant of the hearing date, time and place. The hearing date shall not be more than thirty (30) days from the mailing of such notice by certified mail to the appellant unless a Page 72 of 80 later date is agreed to by the appellant. If the hearing is not held within said time due to actions or inactions of the appellant, then the staff decision shall be deemed final. C. Hearing At the hearing, the appellant shall have the opportunity to present information supporting its position concerning the Division Head's decision, action or determination. The hearing shall be conducted in accordance with procedures established by the General Manager and approved by the OCSD's General Counsel. D. Written Determination After the conclusion of the hearing, the Department Head (or other designee) shall submit a written report to the General Manager setting forth a brief statement of facts found to be true, a determination of the issues presented, conclusions, and a recommendation whether to uphold, modify or reverse the Division Head's original decision, action or determination. Upon receipt of the written report, the General Manager shall make his determination and shall issue his decision and order within thirty (30) calendar days of the hearing by his designee. The written decision and order of the General Manager shall be sent by certified mail to the appellant or its legal counsel/representative at the appellant's business address. The order of the General Manager shall be final in all respects on the sixteenth (16th) day after it is mailed to the appellant unless a request for hearing is filed with the Steering Committee pursuant to Section 618, no later than 5:00 p.m. on the fifteenth day following such mailing. 618. APPEALS TO THE STEERING COMMITTEE A. General Any user, permit applicant, or permittee adversely affected by a decision, action, or determination made by the General Manager may, prior to the date that the General Manager's order becomes final, file a written request for hearing before the Steering Committee of the Joint Boards of Directors accompanied by an appeal fee in the amount established by a fee ordinance of the OCSD Board of Directors. The request for hearing shall set forth in detail all the issues in dispute for which the appellant seeks determination and all facts supporting appellant's request. No later than sixty (60) days after receipt of the request for hearing, the Steering Committee shall either set the matter for a hearing, or deny the request for a hearing. Page 73 of 80 A hearing shall be held by the Steering Committee within sixty-five (65) days from the date of determination granting a hearing, unless a later date is agreed to by the appellant and the Steering Committee. If the matter is not heard within the required time, due to actions or inactions of the appellant, the General Manager's order shall be deemed final. B. Granting Request for Hearing The Steering Committee shall grant all requests for a hearing on appeals concerning permit suspension, revocation, or denial. Whether to grant or deny the request for a hearing on appeals of other decisions of the General Manager shall be within the sole discretion of the Steering Committee. C. Appeal Fee Refund The appeal fee shall be refunded if the Steering Committee denies a hearing or reverses or modifies, in favor of the appellant, the order of the General Manager. The fee shall not be refunded if the Steering Committee denies the appeal. D. Written Determination After the hearing, the Steering Committee shall make a determination whether to uphold, modify, or reverse the decision, action, or determination made by the General Manager. The decision of the Steering Committee shall be set forth in writing within sixty- five (65) days after the close of the hearing and shall contain a finding of the facts found to be true, the determination of issues presented, and the conclusions. The written decision and order of the Steering Committee shall be sent by certified mail to the appellant or its legal counsel/representative at the appellant's business address. The order of the Steering Committee shall be final upon its adoption. In the event the Steering Committee fails to reverse or modify the General Manager's order, it shall be deemed affirmed. 618.1 Appeal of Charges and Fees Any user, permit applicant, or permittee affected by any decision, action, or determination by the OCSD, relating to fiscal issues of the OCSD in which the user, applicant, or permittee is located, including but not limited to the imposition and collection of fees, such as connection charges, sewer use charges, special purpose discharge use charges and Wastehauler fees, may request that the OCSD reconsider imposition of such fees or charges. Following review of such a request, the OCSD shall notify the user, permit applicant, or permittee by certified Page 74 of 80 mail of the OCSD's decision on the reconsideration request. Any user, permit applicant, or permittee adversely affected by the OCSD's decision on the reconsideration request may file an appeal which shall be heard by the Board of Directors of the District in which the appellant's property is located. The notice of appeal must be received by the OCSD within thirty (30) days of the mailing of the OCSD's decision on the reconsideration request. Notwithstanding the foregoing, appeals of non-compliance sampling fees shall be made pursuant to the appeal procedures set forth in Sections 617 and 618. 619. PAYMENT OF CHARGES A. Except as otherwise provided, all fees, charges and penalties established by this Ordinance are due and payable upon receipt of notice thereof. All such amounts are delinquent if unpaid forty-five (45) days after date of invoice. B. Any charge that becomes delinquent shall have added to it a penalty in accordance with the following: 1. Forty-six (46) days after date of invoice, a basic penalty of ten percent (10%) of the base invoice amount, not to exceed a maximum of$1,000.00; and 2. A penalty of one and one-half percent (1.5%) per month of the base invoice amount and basic penalty shall accrue from and after the forty-sixth (46th) day after date of invoice. C. Any invoice outstanding and unpaid after ninety (90) days shall be cause for immediate initiation of permit revocation proceedings or immediate suspension of the permit. D. Penalties charged under this Section shall not accrue to those invoices successfully appealed, provided the OCSD receives written notification of said appeal prior to the payment due date. E. Payment of disputed charges is still required by the due date during OCSD review of any appeal submitted by permittees. Page 75 of 80 619.1 Collection of Delinquent Accounts Collection of delinquent accounts shall be in accordance with the OCSD's policy resolution establishing procedures for collection of delinquent obligations owed to the OCSD, as amended from time to time by the Board of Directors. Any such action for collection may include an application for an injunction to prevent repeated and recurring violations of this Ordinance. 620. RECOVERY OF COSTS INCURRED BY OCSD In the event permittee fails to comply with any of the terms and conditions of the OCSD's Ordinance, a probationary order, a permit suspension or revocation, an ECSA, RCSA, or a permit issued hereunder, the OCSD shall be entitled to reasonable attorney's fees and costs which may be incurred in order to enforce any of said terms and conditions, with or without filing proceedings in court. 621. FINANCIAL SECURITY/AMENDMENTS TO PERMIT A. Compliance Deposit Permittees that have been subject to enforcement and/or collection proceedings may be required to deposit with the OCSD an amount determined by the General Manager as necessary to guarantee payment to OCSD of all charges, fees, penalties, costs and expenses that may be incurred in the future, before permission is granted for further discharge to the sewer. B. Delinquent Accounts The OCSD may require an amendment to the permit of any permittee who fails to make payment in full of all fees and charges assessed by the OCSD, including reconciliation amounts, delinquency penalties, and other costs or fees incurred by Permittee. C. Bankruptcy Every Permittee filing any legal action in any court of competent jurisdiction, including the United States Bankruptcy Court, for purposes of discharging its financial debts or obligations or seeking court-ordered, protection from its creditors, shall, within ten (10) days of filing such action, apply for and obtain the issuance of an amendment to its permit. D. Permit Amendments The OCSD shall review and examine Permittee's account to determine whether previously incurred fees and charges have been paid in accordance with time requirements prescribed by this Ordinance. The OCSD may thereafter issue an Page 76 of 80 amendment to the User's permit in accordance with the provisions of Article 3 and Section 621(E) of this Ordinance. E. Security An amendment to a waste discharge permit issued pursuant to Sections 621(B), (C), and (D), may be conditioned upon the Permittee depositing financial security in an amount equal to the average total fees and charges for two (2) calendar quarters during the preceding year. Said deposit shall be used to guarantee payment of all fees and charges incurred for future services and facilities furnished by OCSD and shall not be used by the OCSD to recover outstanding fees and charges incurred prior to the Permittee filing and receiving protection from creditors in the United States Bankruptcy Court. F. Return of Security In the event the Permittee makes payment in full within the time prescribed by this Ordinance of all fees and charges incurred over a period of two (2) years following the issuance of an amendment to the permit pursuant to Sections 621(B), (C), and (D), the OCSD shall either return the security deposit posted by the Permittee or credit their account. 622. JUDICIAL REVIEW A. Purpose and Effect Pursuant to Section 1094.6 of the California Code of Civil Procedure, the OCSD hereby enacts this part to limit to ninety (90) days following final decisions in adjudicatory administrative hearings the time within which an action can be brought to review such decisions by means of administrative mandamus. B. Definitions As used in this Section, the following terms and words shall have the following meanings: 1. Decision shall mean and include adjudicatory administrative decisions that are made after hearing, or after revoking, suspending, or denying an application for a permit or a license. 2. Complete Record shall mean and include the transcript, if any exists, of the proceedings, all pleadings, all notices and orders, any proposed decision by the General Manager, the final decision, all admitted exhibits, all rejected exhibits in the possession of the OCSD or its offices or agents, all written evidence, and any other papers in the case. Page 77 of 80 3. Party shall mean a person whose permit has been denied, suspended, or revoked. C. Time Limit for Judicial Review Judicial review of any decision of the OCSD or its officer or agent may be made pursuant to Section 1094.5 of the Code of Civil Procedure only if the petition for writ of mandate is filed not later than the ninetieth (90th) day following the date on which the decision becomes final. If there is no provision for reconsideration in the procedures governing the proceedings or if the date is not otherwise specified, the decision is final on the date it is made. If there is provision for reconsideration, the decision is final upon the expiration of the period during which such reconsideration can be sought; provided that if reconsideration is sought pursuant to such provision the decision is final for the purposes of this Section on the date that reconsideration is rejected. D. Preparation of the Record The complete record of the proceedings shall be prepared by the OCSD officer or agent who made the decision and shall be delivered to the petitioner within ninety (90) days after he has filed written request therefor. The OCSD may recover from the petitioner its actual costs for transcribing or otherwise preparing the record. E. Extension If the petitioner files a request for the record within ten (10) days after the date the decision becomes final, the time within which a petition, pursuant to Section 1094.5 of the Code of Civil Procedure, may be filed shall be extended to not later than the thirtieth (30th) day following the date on which the record is either personally delivered or mailed to the petitioner or the petitioner's attorney of record, if appropriate. F. Notice In making a final decision, the OCSD shall provide notice to the party that the time within which judicial review must be sought is governed by Section 1094.6 of the Code of Civil Procedure. Page 78 of 80 G. Administrative Civil Penalties Notwithstanding the foregoing in Section 622, and pursuant to Government Code Section 54740.6, judicial review of an order of the Steering Committee imposing administrative civil penalties pursuant to Section 615.D may be made only if the petition for writ of mandate is filed not later than the thirtieth (30th) day following the day on which the order of the Steering Committee becomes final. ARTICLE 7 SEWER SERVICE CHARGES - CONNECTION CHARGES 701. SANITARY SEWER SERVICE CHARGE Every parcel of real property located within the OCSD which is improved with structures designed for residential, commercial, or industrial use, and connected to the OCSD system, shall pay a sanitary sewer service charge in an amount adopted by the Board of Directors by separate Ordinance. 702. CAPITAL FACILITIES CONNECTION CHARGE Every parcel of real property located within the OCSD which is improved with structures designed for residential, commercial, or industrial use, and connected to the OCSD system, shall pay a capital facilities connection charge in an amount adopted by the Board of Directors by separate Ordinance. ARTICLE 8 SEVERABILITY 801. SEVERABILITY If any provision of these Regulations or the application to any or circumstances is held invalid, the remainder of the regulations or the application of such provision to other persons or other circumstances shall not be affected. 802. GENERAL APPLICATION The provisions of this Ordinance shall apply to all properties within the OCSD including those properties otherwise deemed exempt from payment of taxes or assessments by provisions of the State Constitution or statute, including properties owned by other public agencies or tax-exempt organizations. Section II: This Ordinance is enacted in order to preserve the public Page 79 of 80 health and safety, and in order to continue the provision of sewer services by the OCSD. The fads requiring the public health and safety to be preserved are that the regulation of the discharge of industrial and sanitary sewage is regulated by Federal and State law, and protection of individuals' health and the environment require that no discharges of untreated sewagelwastewater are allowed to occur that are not in accord with technical specifications and requirements. Section III: Effective Date. This Ordinance shall take effect October 1, 2009. Section IV: Repeal. Ordinance No. OCSD-37 is hereby repealed. Section V: The Clerk of the Board shall certify to the adoption of this Ordinance and shall cause a summary to be published in a newspaper of general circulation as required by law. PASSED AND ADOPTED by a vote of not less than two-thirds of the Board of Directors of the Orange County Sanitation District at a Regular Meeting held the 23 day of September, 2009. 60-14e,� Chair, Boa Boatd of Directors Orang C unty Sanitation District ATTEST: Clerk of t& Boar Orange County Sanitation District . j Bradl6y R. Hybirf Ge6eral cor Page 80 of 80 APPENDIX E3 Ordinance No. OCSD-05-04 FOG Program Fees Revision Date Revision Date No. Updated No. Updated 0 9/30/05 4 1 5 2 6 3 7 RESOLUTION NO. OCSD 05-04 ESTABLISHING FATS, OIL, AND GREASE CONTROL PROGRAM FEES APPLICABLE TO FOOD SERVICE ESTABLISHMENTS A RESOLUTION OF THE BOARD OF DIRECTORS OF THE ORANGE COUNTY SANITATION DISTRICT, ESTABLISHING FATS, OIL, AND GREASE CONTROL PROGRAM FEES .................... WHEREAS, the State of California Regional Water Quality Control Board ("RWQCB") for the Santa Ana Region adopted Order R8-2002-0014, which prescribes general waste discharge requirements prohibiting sanitary sewer overflows ("SSOs") by sewer collection agencies; and WHEREAS, in Order R8-2002-0014, the RWQCB found that one of the leading causes of SSOs within the Santa Ana Region, which encompasses the District's service area is "grease blockages;" and WHEREAS, SSOs often caused by discharge of wastewater containing high levels of fat, oils and grease ('FOG"), suspended solids, pathogenic organisms, and other pollutants, may cause temporary exceedances of applicable water quality objectives, pose a threat to the public health, adversely affect aquatic life, and impair the public recreational use and aesthetic enjoyment of surface waters within the District's service area; and WHEREAS, the 2000-2001 Orange County Grand Jury ("Grand Jury") conducted a survey among 35 wastewater collection and treatment agencies in Orange County and concluded that one of the leading causes of SSOs and sewage spills is sewer lines clogged from the accumulation of FOG discharged from Food Service Establishments; and WHEREAS, the Grand Jury further concluded that more effective methods of minimizing grease discharges into the sewer system must be developed and implemented to reduce the discharge of FOG to the sewer system in order to prevent sewer blockages and SSOs; and WHEREAS, Orange County Sanitation District ("District"), together with 32 other agencies, are collectively named as "Dischargers" in Order No. R8-2002-0014; and WHEREAS, Order No. R8-2002-0014 requires the District to monitor and control SSOs and to develop a FOG Control Program by December 30, 2004; and WS&S-OM:PJ:197983:On7/05 t WHEREAS, in light of the overwhelming evidence that FOG is a primary cause of SSOs, the District desires to implement a FOG Control Program to prevent SSOs; and WHEREAS, the foregoing findings indicate that a FOG Control Program is required for Food Service Establishments within the District's jurisdiction to comply with waste discharge regulations and prevent the harmful effects of SSOs; and WHEREAS, on November 17, 2004, the Board of Directors adopted Ordinance No. OCSD-25 adopting FOG control regulations applicable to Food Service Establishments; and WHEREAS, Ordinance No. OCSD-25 requires Food Service Establishments subject to the regulations to obtain a FOG Wastewater Discharge Permit, and to pay an application fee in the amount set by resolution of the Board; and WHEREAS, Food Service Establishments who are found to be in noncompliance with the terms and conditions of their FOG Wastewater Discharge Permit, Ordinance No. OCSD-25 or other relevant regulations are required to pay a general noncompliance fee, which includes the District's costs of additional monitoring activities and administrative processing incurred resulting from the noncompliance. NOW, THEREFORE, the Board of Directors of the Orange County Sanitation District DOES HEREBY RESOLVE, DETERMINE, AND ORDER: Section 1: Annual Permit Fee. The fee for each FOG Wastewater Discharge Permit issued pursuant to Ordinance No. OCSD-25 or its successors, is $100 per year. For example, a permit for a two-year term is subject to a $200 fee. Section 2: General Noncompliance Fee. The general noncompliance fee is $100.00 per event for the District follow-up activities due to permit, ordinance or regulatory noncompliance. Section 3: Effective Date. This Resolution shall take effect on May 1, 2005. PASSED AND ADOPTED at a regular meeting held March/23, 2005. Chair ATTEST: f Board SeVary ii WS&S-OXS:pi:197983:0&07/05 2 APPENDIX F FOG Source Control Program and Enforcement Management System Revision Date Revision Date No. Updated No. Updated 0 9/30/05 4 1 5 2 6 3 7 Fats, Oils, and Grease Source Control Program and Enforcement Management System A T Orange County Sanitation District 4 Table of Contents Prepared by: 1 INTRODUCTION 1 Jerry Evangelista 2 PRELIMINARY FOG CONTROL STUDIES 2 Contributors: 3 OCSD's FOG SOURCE CONTROL PROGRAM 3 Mahin Talebi 3.1 Legal Authority 3 Tom Gaworski 3.2 Systematic Identification and Inventory of FOG Mark Kawamoto Sources 10 Tom Meregillano Merrill Seiler 3.3 Permitting Program 12 Mike Zedek 3.4 Enforcement Program 14 Date: 3.5 Staffing Resources and Training 16 September 30,2005 3.6 FSE Outreach 17 3.7 Collaboration with Sewer Maintenance,Engineering Design,Source Control,and Communication Groups 19 4 OVERVIEW OF OCSD'S FOG ENFORCEMENT MANAGEMENT SYSTEM 20 5 CONTROL MECHANISMS 23 5.1 FOG Ordinance 23 5.2 FOG Wastewater Discharge Permit 23 6 MONITORING FSEs 26 6.1 Methods of Investigating Instances of Noncompliance 26 6.2 FSE Self-Monitoring 26 6.3 Inspections 27 6.4 Data Management 29 7 COMPLIANCE SCREENING 30 7.1 Screening for Violations Pertaining to Unauthorized Discharges 31 7.2 Screening for Noncompliance with the BMP Implementation Requirements 32 7.3 Screening for Violations of Grease Interceptor Maintenance Requirements 33 7.4 Screening for Violations of Reporting Requirements 34 7.5 Screening for Violations of Administrative Mandates 34 7.6 Violations of Ordinance and Special Permit Conditions Detected During Inspections 35 8 IMPLEMENTING ENFORCEMENT ACTIONS 36 8.1 Enforcement Responses 37 8.2 Criteria for Determining Appropriate Enforcement Actions 43 Appendices 46 FOG Source Control Program and Enforcement Management System 1 INTRODUCTION The Orange County Sanitation District(OCSD) is committed to complying with the mandates set forth under the General Waste Discharge Requirements for Sewage Collection Agencies in Orange County, Order No. R8-2002-0014.As part of this mandate,OCSD is implementing a Fats, Oils, and Grease (FOG) Source Control Program to Emit the discharge of FOG and other debris that may cause sewerage collection system blockages or Sanitary Sewer Overflows (SSOs). This is accomplished through implementation and effective enforcement of OCSD's FOG Ordinance OCSD-25(Appendix DI)by: • Administering an extensive permuting program to control and regulate FOG discharges from Food Service Establishments(FSEs); • Requiring FSEs to implement Best Management Practices (BMPs) and install grease interceptors,when applicable, to reduce FOG from their wastewater prior to discharge to OCSD's sewerage system; • Tracking compliance through inspection of FSEs, aggressive CCTV monitoring of the sewer system to identify potential sources of sewer blockages, and monitoring compliance with BMP requirements and maintenance requirements for grease interceptors; • Evaluating and screening the results of inspection and monitoring to identify violations;and • Consistently responding to all types of violations to ensure long-term compliance. OCSD's existing Wastewater Discharge Regulations OCSD-01 (Appendix 132) implements the general and specific prohibitions of the National Pretreatment Program (40CFR403.5). To achieve an effective and aggressive enforcement program, OCSD established a FOG Enforcement Management System,which encompasses the basic components required to cover all FOG control activities. In developing the system, OCSD addressed the fundamental requirements necessary to regulate FSEs,such as obtaining and evaluating information on compliance of FSEs; identifying violations; and selecting appropriate enfomement actions to resolve noncompliance in a timely, fair, and consistent manner. P.f d FOG Source Control Program and Enforcement Management System 2 PRELIMINARY FOG CONTROL STUDIES &4 4 tm o(wcPoF;a.& 00—Z,4 F0q Sowuc eas." pweAm, During the development of OCSD's FOG Source Control Program,OCSD and other WDR Co-Penn ittees needed to know the basic components of such a program. Therefore, OCSD, on behalf of the WDR Co-Permittees and in its role as regional facilitator, contracted the services of Environmental Engineering&Contracting, Inc. (EEC),to conduct a FOG Control Study. The final Phase I report was received in July 2003,and the report fisted 12 potential `building blocks" for an effective FOG Source Control Program, from which WDR Co-Pemvttees could develop programs tailored in their site-specific conditions. A full copy of this study is available from OCSD's Source Control Division. OCSD also contracted EEC to conduct a Characterization Study of the hot spots and FSEs in its area of jurisdiction to gather more specific information for developing its FOG Source Control Program. The overall aim was to determine the true came(s) of the hot spots. The study encompassed visual observations of sewer lines using Closed Circuit Television (CCTV) in the vicinity of the hot spots and inspecting and cataloging each tributary FSE, including plotting the information in Geographical Information System (GIS). The majority of the hot spots were caused or exacerbated by structural issues and FOG discharges from FSEs. Sometimes a repair effectively eliminated a hot spot caused by structural issues, but in other cases, mitigation is not feasible and other techniques must be employed to mitigate the hot spot With the data gathered,OCSD is able to identify FSEs discharging FOG and is currently prioritizing on those facilities discharging to hot spots. A copy of this study is available from OCSD's Source Control Division. As a result of these studies, OCSD has the data necessary for developing the basis for its FOG Source Control Program. P.f 2 FOG Source Control Program and Enforcement Management System 3 OCSD's FOG SOURCE CONTROL PROGRAM EW44+ d 404,%U 4 OLI. MV441' OCSD established the following essential elements to implement an effective FOG Source Control program for FSEs in die city of Tustin and unincorporated areas within OCSD's jurisdiction: 3.1 Legal Authority OCSD established a FOG Ordinance (OCSD-25) that provides the legal authority necessary for implementing the FOG Source Control Program. To prevent SSOs caused by FOG blockages of sewers, OCSD's scope of authority includes: • Authority to regulate all FSEs contributing FOG to the sewer system • Authority to require and issue Wastewater Discharge permits, including: • Authority to require FSEs to obtain permit • Authority to require FSEs to submit pemdt applications containing all data which OCSD deems relevant to permit decisions and provisions for public access to data • Authority to enter,Inspect,and sample to verify information supplied by FSEs as well as to assess the FSEs'comphance status • Authority to incorporate local limits • Authority to incorporate federal and state pretreatment standards and requirements • Authority to require self-monitoring record keeping,and reporting by FSEs • Authority to develop other appropriate permit conditions • Authority to enforce permit violations. OCSD's Board of Directors adopted the FOG Ordinance OCSD-25 on December 17, 2004, which was effective on ,January 1, 2005. Subsequently, FOG Fee Resolution OCSD 05-04 (Appendix D3) establishing FOG fees applicable to FSEs was passed and adopted on March 23,2005,and was effective on May 1,2005. P.f 3 FOG Source Control Program and Enforcement Management System The following is a summary of the core requirements of the FOG Ordinance: Permit Requirement • FSEs are required to obtain a FOG Wastewater Discharge Permit to discharge wastewater into the sewer system. Permit Exemptions • A limited food preparation establishment is not considered an FSE and is exempt from obtaining a FOG Discharge Permit. Exempted establishments shall be engaged only in reheating, hot holding,or assembly of ready-to-eat food products and,as a result, there is no wastewater discharge containing a significant amount of FOG. A limited food preparation establishment does not include any operation that changes the form,flavor,or consistency of food. Permit Fee • The Permit Fee is $100/year to cover permit issuance and maintenance.There is no change in existing user fees specific to FSEs. Prohibitions • Use of food grinders. Installation of food grinders in the plumbing system of new constructions of FSEs is prohibited. Furthermore, all food grinders shall be removed from all existing FSEs within 180 days after notification, except when expressly allowed by the FOG Source Control Program Manager. • Introduction of any additives into a FSE's wastewater system for the purpose of emulsifying or biologically/chemically, creating FOG for grease mmediation or as a supplement to interceptor maintenance, unless a specific written authorization from the FOG Source Control Program Manager is obtained. • Disposal of waste cooking oil into drainage pipes. All waste cooking oils shall be collected and stored properly in receptacles, such as barrels or dorms, for recycling or other acceptable methods of disposal. • Discharge of wastewater from dishwashers to any grease crap or grease interceptor. • Discharge of wastewater with temperatures in excess of 140T to any grease control device, including grease traps and grease interceptors. P.f4 FOG Source Control Program and Enforcement Management System • Discharge of wastes from toilets,urinals,wash basins,and other fixtures containing fecal materials to sewer lines intended for grease interceptor service,or vice versa. • Discharge of any waste including FOG and solid materials removed from the grease control device to the sewer system. Grease removed from grease interceptors shall be wastchauled periodically as part of the operation and maintenance requirements for grease interceptors. • Operation of grease interceptors with FOG and solids accumulation exceeding 25%of the total design hydraulic depth of the grease interceptor(25%Rule). Requirement to Implement Best Management Practices(BMPs) • FSEs me required to implement BMPs in their operation to rrtittimize the discharge of FOG to the sewer system. General Requirement for FOG Pretreatment • Service Establishments are required to preheat their wastewater using grease interceptors to remove FOG prior to discharge to the sewer system. Waivers or Variances are allowed when applicable,but space and plumbing segregation are required for future interceptor installation. Implementation of FOG Pretreatment Requirement for New Construction of FSE. • New construction of FSEs is required to install grease interceptors prior to commencing discharge of wastewater to the sewer system. Implementation of FOG Pretreatment Requirement for Existing FSEs • For existing FSEs in general, the requirement to install and to properly operate and maintain a grease interceptor may be conditionally delayed in its implementation (through a conditional waiver) by the FOG Control Manager for a maximum period of three years from the effective date of the Ordinance. • Installation of grease interceptors are required within 180 days after notification for existing FSEs that have caused or contributed to grease related blockage in the sewer system, or which have sewer laterals connected to hotspots,or which have been determined to have major impact to the sewer system by the FOG Source Control Program Manager based on inspection or sampling. P.#s FOG Source Control Program and Enforcement Management System • Installation of grease interceptors is required for Existing FSEs undergoing remodeling or a change in operations as defined in the Ordinance,or for Existing FSEs that change ownership and undergo remodeling or a change in operations as defined in the Ordinance. Variance from Grease Interceptor Requirement • A variance may be issued to allow alternative pretreatment technology that is, at least, equally effective in controlling the FOG discharge in lieu of a grease interceptor, to FSEs demonstrating that it is impossible or impracticable to install, operate, or maintain a grease interceptor. The FOG Source Control program Manager's determination to grant a variance will be based upon, but not limited to, evaluation of the following conditions: 1. There is no adequate space for installation and/or maintenance ofa grease interceptor. 2. There is no adequate slope for gravity flow between kitchen plumbing fixtures and the grease interceptor and/or between the grease interceptor and the private collection lines or the public sewer. 3. The FSE may justify that the alternative pretreatment technology is equivalent or better than a grease interceptor in controlling its FOG discharge.In addition,the FSE must be able to demonstrate, after installation of the proposed alternative pretreatment, its effectiveness to control FOG discharge through downstream visual monitoring (Closed Circuit Television or CCTV) of the sewer system, for at least duce months, at its own expense. A Variance may be granted if the results show no visible accumulation of FOG in its lateral and/or tributary downstream sewer lines. Conditional Wallace from Installation of Grease Interceptor • Conditional Waivers from installation of grease interceptors may be issued to FSEs that have been determined to have negligible FOG discharge and insigridicant impact to the sewer system.This waiver may also be issued to existing FSEs to delay implementation of the requirement up to a maximum of three years from the effective date of the Ordinance. The FOG Source Control Progearn Manager's determination to grunt or revoke a conditional waiver shall be based upon,but not limited to,evaluation of the following conditions: 1. Quantity of FOG discharge as measured or as indicated by the sim of FSE based m seating capacity,number of meals served menu, water usage,etc. Pay,6 FOG Source Control Program and Enforcement Management System 2. De minions discharge,i.e.,discharge volume that does not require an interceptor size larger than 350 gallons. 3. Adequacy ofimplementation ofBMPs and compliance history. 4. Sewer size,grade,condition based on visual information(CCTV), FOG deposition iu the sewer by the FSE, and history of maintenance and sewage spills in the receiving sewer system. 5. Changes in operations that significantly affecr FOG discharge. 6. Any other condition deemed reasonably appropriate by the FOG Source Control Program Manager. Waiver from Grease Interceptor Installation with a Grease Disposal Mitigation Fee • For FSEs where the installation of a grease interceptor is not feasible and no equivalent alternative pretreatment may be installed,a waiver from the grease interceptor requirement may be granted with the imposition of a Grease Disposal Mitigation Fee as described in the Ordinance. The FOG Source Control Program Manager's determination to grant the waiver with a Grease Disposal Mitigation Fee will be based upon, but not hunted to,evaluation of the following conditions: 1. There is no adequate space for installation and/or maintenance ofa grease interceptor. 2. There is no adequate slope for gravity flow between Idtchm plumbing fixtures and the grease interceptor atalbr between the grease interceptor and the private collection lines or the public sewer. 3. A variance from grease interceptor installation to allow alternative pretreatment technology may not be granted. Grease Interceptor Installation Requirements • Any FSE required to provide FOG pretrearment shall install, operate, and maintain an approved type and adequately sized grease interceptor necessary to maintain compliance with the objectives of the Ordinance. Grease interceptor sizing and installation shall conform to the current edition of the Uniform Plumbing Code. Grease Interceptor Maintenance Requirements • Grease Interceptors shall be maintained in efficient operating condition by periodic removal of the full content of the interceptor, which includes wastewater, accumulated FOG, floating materials,sludge,and solids. • All existing and newly installed grease interceptors shall be maintained in a manner consistent with a maintenance P.#7 FOG Source Control Program and Enforcement Management System frequency approved by the FOG Source Control program Manager pursuant to this section. 9 No FOG that has accumulated in a grease interceptor shall be allowed to pass into any sewer lateral,sewer system,storm drain, or public right of way during maintenance activities. • FSEs with grease interceptors may be required to submit data and information necessary to establish the maintenance frequencies for the grease interceptors. • The maintenance frequency for all FSEs with a grease interceptor shall be determined in one of die following methods: 1. Grease interceptors shall be fully pumped out and cleaned at a frequency such that the combined FOG and solids accumulation does not exceed 25% of the total design hydraulic depth of the grease interceptor.This is to ensure that the minimum hydraulic retention time and required available hydraulic volume are maintained to effectively intercept and retain FOG discharged to the sewer system. 2. All FSEs with a Grease Interceptor shall maintain their grease interceptor not less than every 6 months. 3. Grease interceptors "I be fully pumped out and cleaned quarterly when the frequency described m (1) has not been established. The maintenance frequency shall be adjusted when sufficient data have been obtained in establish an average frequency based on the requirements described in (1) and guidelines adopted pursuant to the FOG Source Control Program. OCSD may change the maintenance frequency at any time to reflect changes in actual operating conditions in accordance with the FOG Source Control Program.Based on the actual generation of FOG from the FSE,the maintenance frequency may increase or decrease. 4. The onmes/operator of a FSE may submit a request to the FOG Source Control Program Manager requesting a change in (be rammtenance frequency at my time. The FSE has the burden of responsibility to demonstrate that the requested change in frequency reflects actual operating conditions based on the average FOG accumulation over time and meets the requirements described in (1), and that it is in full compliance wide the conditions of its permit and this Ordinance. Upon determination by the FOG Souuce Control Progreso Manager that requested revision is justified, the pemtit shall be revised accordingly to reflect the change m maintenance frequency. 5. If the grease interceptor, at my time, contains FOG and solids accumulation that does not meets he requirements described in(1), the FSE shall be required to have the grease interceptor serviced immediately such that all fats, oils, grease, sludge, and other materials are completely removed from the grease interceptor. If deemed necessary, the FOG Source Control Program Manager Nfa FOG Source Control Program and Enforcement Management System may also increase the maintenance frequency of the grease interceptor from the current fequency. • Wastewater, accumulated FOG, floating materials, sludge/solids, and other materials removed from the grease interceptor shall be disposed off-site properly by wastehaulers in accordance with federal,state,and/or local laws. Requirements for Best Management Practices(BMPs) • Installation of drain screens. Drain screens shall be installed on all drainage pipes in food preparation areas. • Disposal of food waste. All food waste shall be disposed of directly into the trash or garbage and not in sinks. • Segregation and collection of waste cooking oil. Licensed wastehaulen or an approved recycling facility must be used to dispose of waste cooking of. • Employee training. Employees of the ESE shall be teamed by ownership within 180 days of notification, and twice each calendar year thereafter,on the following subjects: L How to "dry wipe"pots, pare,dishware, and work areas before washing to remove grease. 2. How to properly dispose of food waste and solids in enclosed plastic bags prior to disposal in[task bins or containers fo prevent leaking and odors. 3. The location and use of absorption products to clean under fryer baskets and other locations where grease may be spilled or dripped. 4. How to properly dispose ofgrease or oils from cooking equipment tom a grease receptacle such as a barrel or drum without spilling. • Training shall be documented and employee signatures retained indicating each employee's attendance and understanding of the practices reviewed. Training records shall be available for review at any reasonable time by OCSD or other authorized inspector. • Maintenance of kitchen exhaust filters. Filters shall be cleaned as frequently as necessary to be maintained in good operating condition. The wastewater generated from clearing the exhaust filter shall be disposed of properly. • Kitchen signage. Best management and waste minimization practices shall be posted conspicuously in the food preparation and dishwashing areas at all times. Notification Requirements • FSEs shall comply with the following notification requirements: P.f 9 FOG Source Control Program and Enforcement Management System 1. Notification of Spill 2. Notification Regarding Planned Changes Recordkeeping Requirements • FSEs shall keep records for at least two years and submit or make available for review, the following documents to OCSD, upon request: 1. A Reeord/Logbook of BMPs being implemented, including employee training. 2. A Logbook of the grease interceptor,grease trap,or grease control device cleaning and maimenance practices and activities. 3. Training Records. For permutes with grease interceptors 4. Copies of records and manifests of wastehauling interceptor contents. 5. Records of sampling data and/or sludge height monitoring for FOG and solids accmniila[ion in the grease interceptors. Reporting Requirements • FSEs may be required periodic repotting of the status of implementation of BMPs and maintenance of grease interceptors. • Other reports may be required such as compliance schedule progress reports, FOG control monitoring reports, and any other reports deemed reasonably appropriate to ensure compliance with the Ordinance. Drawing Submittals • FSEs may be required to submit site plans, floor plans, mechanical and plumbing plans, and derails to show all sewers, schematic drawings of FOG control device,grease interceptors or other pretreatment equipment and appurtenances by size, location,and elevation for evaluation. 3.2 Systematic Identification and Inventory of FOG Sources 3.2.1 Initial Inventory of FSEs OCSD initially identified FSEs within its jurisdiction by inspecting and characterizing each FSE and subsequently determined individual Pay 1r FOG Source Control Program and Enforcement Management System potential to generate and discharge FOG to the sewer system. This was done as part of the FOG Characterization Study conducted by Environtnenral Engineering and Contracting, Inc. (EEC) on behalf of OCSD.The purpose of the study was to provide key information and program recommendations for the development of OCSD's FOG Source Control Program to prevent FOG-related SSOs. A total of 145 FSEs were initially identified to be significant FOG dischargers and were issued penrtits on January 1, 2005, based on inspection and evaluation of each FSE and the following assessments: • Problem areas in the sewer system(hot spots),as manifested by more frequent deaning and maintenance, were identified and inspected using Closed Circuit Television(CCTV).This enabled OCSD to detemilne FSEs contributing to the existence of hot spots and identify other potential sources of FOG. • OCSD's service area was mapped out utilizing Geographic Information System (GIS) software to georeference critical information such as streets, sewer lines and flow, directions, location of FSEs and hot spots,location of historical SSOs,etc. This map enabled OCSD to better understand occurrence of SSOs and evaluate potential impact of each ESE based on its proxintity and relative location to hot spots. Utilizing the results from the GIS findings,OCSD ranked FSEs that have the probability of causing sewer blockages and impact to downstream hotspots. This served as the basis to prioritize major pemtit requirements, such as installation,operation and maintenance of a grease interceptor. 3.2.2 Program Provisions to Update Inventory of FSEs To ensure that all significant FOG dischargers are permitted and regulated, OCSD established mechanisms to update its inventory of FSEs on a routine basis. The following are implemented to identify new or potential FSEs that are not currently on penrtit • OCSD pattnered with the City of Tustin's Community Development Departu ent- Building Division, to identify new construction or major renovation of FSEs exceeding $50,000. When a building permit is issued by the Building Division, the prospective FSE is also given a FOG Wastewater Discharge Permit Application.Upon notification by the Building Division, OCSD staff conducts an inspection to collect the necessary information needed to issue a new FOG Wastewater Discharge Permit An Inspection Card, issued by the City of Tustin for each building pemuq contains a sign off provision for OCSD to provide the opportunity to inform the city's Building Division that the ESE has met OCSD's requirements,including issuance PV 11 FOG Source Control Program and Enforcement Management System of a valid FOG Wastewater Discharge Permit This allows the city to complete the business license procedure and issue the certificate of occupancy to die FSE. This procedure ensures that OCSD's FOG discharge requirements are satisfied prior to discharge. • OCSD obtains and reviews, on a periodic basis, a fist of FSEs from the City of Tusdn's Business License Division to identify new FSEs. This enables OCSD to identify new FSEs based on change of ownership that did not go through the building permit process. • On an annual basis, OCSD reviews a comprehensive fist of FSEs inspected by the Orange County Health Care Agency (OCHCA) to identify FSEs that are not currently permitted by OCSD. • As a condition of the FOG prrnut, current FSEs are required to notify OCSD of any changes to their company information, such as changes in ownership. A Facility Information Update Form,available in the FOG permit package,is provided for this purpose. The update form will initiate the appropriate follow- up response such as an inspection or the mailing of a permit application(for new owners). 3.3 Permitting Program In addition to the FOG Ordinance,OCSD utilizes FOG Wastewater Discharge Permits as a control mechanism to effectively implement FOG control requirements to FSEs. Competently staffed with personnel well trained in the pretreatment program, OCSD processes permits efficiently using established procedures and time frames together with automation. This ensures timely issuance and application of appropriate permit conditions. 3.3.1 Comprehensive Permit A permit is effective only when it is comprehensive enough to describe all requirements and control parameters required of a permitter. To ensure that each FSE understands its unique obligations, OCSD issues a permit that comprehensively defines the FSEs'responsibilities;the regulations to which FSEs need to adhere; and specific requirements in terms of self-monitoring frequency, reporting requirements,etc. The permit issued to an FSE authorizes the discharge of wastewater to OCSD's sewerage system,and describes,in a single document,all the duties and obligations of the FSE, including applicable FOG pretreatment requirements. Permits allow for the systematic Prat 12 FOG Source Control Program and Enforcement Management System integration of all applicable requirements and greatly facilitate enforcement of any noncompliance. An example of the FOG Wastewater Discharge Perdt is shown in Appendix El. 3.3.2 Major Permit Requirements Some of the major requirements of the permit that help ensure an effective FOG control program include, but are not limited to, the following: • Mandatory implementation of Mtcbm BMPs for all FSEs. • Installation, operation, and maintenance of grease interceptors, when applicable. Although all permits include die requirement for installation, operation, and maintenance of grease interceptors, waivers are initially issued to FSEs believed to have minor impact based on current information. An ongoing identification and verification of major FOG sources through FSE inspections and CCTV are integral components of OCSD's FOG Source Control Program. This enables OCSD to revoke waivers and pursue installation of grease interceptor for FSEs that are known to have major impact. Of the 145 permits initially issued by OCSD on January 1,2005,about 20% were required to install,operate and maintain a grease interceptor. 3.3.3 Permit Duration FOG Wastewater Discharge Permits issued by OCSD are typically for two years from the date of issuance and are updated, reviewed and renewed bi-annually. Prior to expiration of the permit, die FSE is required to complete and submit a permit renewal application to allow for re-evaluation of its existing permit. 3.3.4 Permit Informational Materials OCSD has taken extra efforts to provide each permittee with a comprehensive permit binder that contains all die informational materials necessary to understand and comply with OCSD's FOG Source Control Program and the FOG discharge requirements.The binder includes the following: • FOG Wastewater Discharge Permit(Appendix El) • Kitchen BMPs mining materials (Appendix E2) in the form of a DVD video and reading material.A poster that is required to be displayed in the kitchen area is also provided separately. • Informational Fact Sheets (Appendix E3) on the following subjects: Prat 13 FOG Source Control Program and Enforcement Management System FOG Or6.uncu Cott Element General Bese Wn Pes,us Basic Informedon on FOG agemroe FOG DeMltlons KMttbaseea dMn end, Pn<tices • FOG Issues:Frequently Asked Questions F—dSM-ai Food MaeRede Rtsu Service waste Re—Ren • duce— FOG Source Cmentl Programr Guests,Im Oil and Greaze Rmdenng • FOG Source Cono-ol Progam:Frequmgy Greene Inrewe Ask�ithm,Baines Peu t • Prohibitions Relatingw Discharge ofFOG ' Design ter, naz(or Grease Inracepwrs • FOG Ordinance(Appendix E4) • Forms(Appendix E5) • Logs (Appendix E6) including Employee BMP Training Logs, Grease Interceptor Maintenance Log, Recyclable (yellow) Grease Pickup/Disposal Log 3.4 Enforcement Program 3.4.1 Monitoring Program The monitoring program is an integral part of OCSD's enforcement program. OCSD performs routine and non-routine monitoring of FSEs to enforce the provisions of the FOG Ordinance and their FOG Wastewater Discharge Permits,and to identify noncompliance. In general,the monitoring program encompasses: • FSE Self Monitoring which provides feedback to OCSD on the seams of die required BMP implementation and grease interceptor maintenance; • Routine Onsite Facility Inspections conducted by OCSD staff/representative to monitor overall status of compliance; • Follow-up Inspections and Verification to determine if FSE has implemented required corrective actions; • Compliance Audit to evaluate repeated violations; • Inspections for Bi-Annual Permit Renewal to gather information needed for establishing permit conditions during permit renewal;and • Downstream Sewer Dine Inspections using CCTV to provide visual observation of FSE laterals and detect major FOG contributors that are not apparent during routine inspections. Details of the monitoring program are discussed in Section 6. 3.4.2 Enforcement Management System PV 14 FOG Source Control Program and Enforcement Management System OCSD believes that the success of its FOG Source Control Program is highly dependent not only on its ability to administer extensive permitting and to monitor FSEs through inspection,but also on die implementation of an effective and aggressive enforcement program that is capable of detecting violations and consistently responding to all types of noncompliance. OCSD provides a comprehensive range of enforcement options that are used to respond to violations within the legal authority granted by OCSD's FOG Ordinance. The following is a fist of available enforcement actions that have been found to be effective in achieving and maintaining long-term compliance: Cmm.tiVe Action Notices Revocation of Waiver from Grease Notices of Violation Inta.'aar Installation Noncompliance Fees Revocation of Variance from Grease • Compliance Follow-Up Inspection Interceptor Requhements and Venfication Permit Suspension Compliance Audit Permit Revocation • Compliance Meetings Order to Terminate Discharge • Increased Greces Intercept., • Emergency Suspension Order Pumping/Maintenance Civil Action b Recover Civil • Order to Cease Noncompliant Penalties Gatherge Injunction • Compliance Schedule Agreemm, • Physical Terminsdon of Service • Administrative ComplaincFane Criminal Penalties To achieve timely and effective implementation of the FOG Source Control Program, OCSD established an Enforcement Management System, which provides systematic procedures to identify noncompliant FSEs and determine appropriate enforcement actions that must be implemented within established time frames. OCSD's Enforcement Management System includes procedures that are applied to enforce the FOG control program requirements and to track compliance. Through the Enforcement Management System, OCSD is able to: • Identify and investigate instances of noncompliance; • Establish enforcement responses that are appropriate in relation to the nature and severity of the violation and the overall degree of noncompliance;and • Provide uniform application of enforcement responses for comparable levels and types of violations, and ensure adequate, consistent,and timely enforcement actions. OCSD's Enforcement Management System encompasses all die facets of FOG source control activities from permitting to enforcement. This enforcement management system is necessary to effectively administer all the requirements of the FOG Source Control Program. It provides a systematic way of determining whether FSEs are complying with the FOG Ordinance through the requirements specified in the control mechanisms and legal authorities, and in determining how and when to respond to noncompliance. A comprehensive discussion of OCSD's Pate lS FOG Source Control Program and Enforcement Management System Enforcement Management System can be found in the following sections. 3.5 Staffing Resources and Training 3.5.1 Staffing Resources The effectiveness of the control mechanisms (permit and ordinance) established for implementing the FOG Source Control Program is enhanced by a well-qualified and competent staff. OCSD's Source Control Division administers the FOG Source Control Program. This program is staffed by five highly qualified Environmental Specialists/Engineers with bachelor's/master's degrees in either science or engineering and with years of experience in implementing the National Pretreatment Program. In addition, OCSD utilizes the services of Environmental Compliance Inspection Service (ECIS) to conduct routine inspections for BMP and grease interceptors. The continued success of OCSD's pretreatment program is enhanced by the expertise, experience, and skills of the staff developing and implementing the program. These resources are utilized both to attain the goals of the FOG Source Control Program and to work in cooperation with FSEs and the public to protect the environment. 3.5.2 Training Training is an integral pare of OCSD's staff development program. The need for a well-trained staff that is thoroughly familiar with the pretreatment regulations, FOG Source Control Program, policies and procedures, and computer applications cannot be over- emphasized. Therefore, OCSD's Source Control Division has established formal training programs for both new and existing staff utilizing both internal and external resources. 3.5.2.1 Nev Stag' The training of new staff is an intensive process lasting six months to one year, starting with a formal introduction to the program under the guidance of senior staff. A training schedule is developed, tailored to the position and needs of the new staff,which involves familiarization with materials on pretreatment regulations, FOG Ordinance and policies and procedures, kitchen BMPs, and FOG pretreatment equipment and waste management practices. After completing the formal training program, the knowledge obtained is further reinforced through on-the-job training. P.g 16 FOG Source Control Program and Enforcement Management System 3.5.2.2 Existing Staff The training of existing staff is on-going, and it involves both technical and general training to maintain and augment skills and knowledge needed to perform the job. • On a continuous basis, staff receives training on both commercial computer software and OCSD's programs created in-house to enable the staff to effectively and efficiently conduct their duties. Examples of these programs include Excel,Word,Access, and OCSD's FOG software. Other types of training include time management, project management, budget development, performance assessment, confined space entry, first aid, First Responder training, LEL detection, defensive driving,and developing management and supervisory skills. Continuous on-the-job training through regular staff meetings is conducted to update staff on new regulations, pollution prevention, pretreatment system, policies and procedures,etc. OCSD also provides opportunities,in the form of tuition reimbursement and flexible schedules, for staff to increase their knowledge by taking courses at colleges and universities that relate to the duties performed by staff. • Staff also participates in conferences and training seminars throughout the country to be kept knowledgeable on the latest technologies and regulations. For example, staff regularly attend the Cal FOG Work Group, California Water Environment Association (CWFA), National Association of Clean Water Agencies (NACWA, formerly AMSA), and Water Environment Federation (WEF) conferences and training seminars, and field staff have participated in conferences and training seminars throughout the country to be up-to-date on the latest technologies available in sampling and monitoring equipment. • When new programs are implemented,staff receives specialized mining to execute and conduct the tasks required by the program. For example, at the implementation phase of the FOG Source Control program, OCSD's staff attended an Advanced Training Course on the Control of Fats, Oils, and Grease sponsored by EPA, WEF and CWEA. Such training program instructs staff and familiarizes them with the issues, technical aspects,and policies and procedures of the program. 3.6 FSE Outreach OCSD recognizes that its ability to be proactive and effective is also dependent upon public outreach and education. OCSD's basic principle is working with FSEs to protect the environment and public health. OCSD strives not only to keep the public involved, Pay 17 FOG Source Control Program and Enforcement Management System but also to become partners with FSEs in developing and maintaining its environmental protection programs. It has been OCSD's experience that the FOG Source Control Program is more effective and successful if FSEs understand the purposes and goals of the program, and if FSEs are active participants in developing a practical and equitable program. Interaction with FSEs occurs on a day-to-day basis, as part of the daily operation of the FOG Source Control Program and through a variety of formes and venues which bring together FSEs on the local level. As part of OCSD's philosophy of service to the community and of developing equitable, practical programs, its outreach activities include working with other local agencies to bring about regulations that"make sense"to FSEs,OCSD,and the community. The following an, examples of the more important and unique outreach activities and programs OCSD has undertaken: 3.6.1 FOG Ordinance Advocacy Dating the initial development of the FOG Ordinance, OCSD served as the lead agency in creating a model ordinance for Orange County. OCSD worked with other co-pemdttees in Orange County to solicit inputs in order to ensure that the regulations established are comprehensive and can be practically implemented to achieve the desired environmental results.The model ordinance served as a good starting point for co-permitmes to develop and adopt a FOG Ordinance that suits their local need. It was adopted by OCSD and some of the co-pemuttees. 3.6.2 Stakeholder Involvement and Education OCSD conducted outreach for FSEs within its jurisdiction through workshops, printed materials mailed to FSEs, and the internet to solicit active participation and feedback on the development of the FOG Ordinance. Beginning August through December 2004, prior to implementation of the FOG Source Control Program in]anuary 1, 2005, OCSD mailed informational materials to FSEs in the form of Fact Sheets (Appendix E3), to promote awareness about the problem associated with FOG,to educate them on what they can do to help minimize the discharge of FOG,and to create a mindset that the FOG discharge regulations is upcoming and will be implemented through permits and enforcement. PV is FOG Source Control Program and Enforcement Management System 3.7 Collaboration with Sewer Maintenance, Engineering Design, Source Control, and Communication Groups The FOG Source Control Program alone is insufficient to ensure that FOG related SSOs will be eliminated. In order to be effective,it is also necessary to work with the following. • Engineering Department to prioritize and correct structural defects • Maintenance Department to eliminate mot infestation in the sewer, track the emergence of trouble spots (hotspots) in the collection system and take the necessary steps to establish appropriate maintenance frequencies 1k Communications Department to provide public outreach to minintize residential FOG discharge. A collaborative effort is established between the Maintenance Department, Engineering Department, Communications Department, and the Source Control Division to develop a unifying strategy in eliminating SSOs. It is important for the Source Control Division to maiucain communication and logistical connectivity to the work practices of the other workgmups. Information obtained from the FOG Source Control Program during the course of its implementation will be fed to the other groups to develop strategies to optimize cleaning of sewer lines and eliminate roots, to identify and fix sewer fine structural problems, and to further educate the public. OCSD is committed in implementing an effective and practical FOG Source Control Program that considers the economic impact in implementing requirements to FSEs as well as the benefits derived towards achieving the desired environmental results. Although an initial program has been established, ongoing efforts to further improve the implementation of the FOG Source Control Program will be pursued. PV is FOG Source Control Program and Enforcement Management System 4 OVERVIEW OF OCSD'S FOG ENFORCEMENT MANAGEMENT SYSTEM Now 4 ,vim OCSD's FOG Source Control Program is administered through the FOG Enforcement Management System. The system is a network of four interdependent components: 1. Control Mechanisms (FOG Ordinance and Permits) to establish authority for regulating FSEs; 2. Monitoring Program to investigate instances of noncompliance; 3. Compliance Screening to identify violations;and 4. Implementation of Enforrement Actions. Linked together, these components serve as the framework in effectively enforcing OCSD's FOG Source Control Program. Each component is comprised of procedures on how and when to conduct each activity,and is established to define personnel responsibilities in administering the program. M FOG We¢KwaW DluFega Ppm'M ^(u'//./`, Nmwmp YWlmgemm�etio�ae �Rwu mien VloleEonad4eese lMn¢gb Rqulremenls VgNm¢IN Rapy4q flepW remenls 'Onso—Y nS,sxaM,—t' dtllm¢MONnenmentl Spuial Peimit<mtlnipn¢ D¢uu¢a ammg mm.¢nan pass 20 FOG Source Control Program and Enforcement Management System Control mechanisms aze the foundation of the FOG Enforcement Management System. OCSD regulates FSEs through the FOG Discharge Permit (pemiit) and the FOG Ordinance. The permit and die FOG Ordinance define the FSEs'responsibilities;the regulations to which FSEs need to adhere;and specific discharge requirements.The existence of these control mechanisms,however,is not enough to ensure compliance by FSEs with die regulations. OCSD recognizes that it must be able to act upon and effectively enforce the terms of these control mechanisms. To determine and investigate instances of noncompliance, OCSD administers a monitoring program by inspecting FSEs, tracking implementation of BMPs, monitoring maintenance of grease interceptors, and by tracking all other requirements imposed. Inspections include evaluations and assessments of the FSEs' operations and grease interceptors,and are documented by inspection reports. Because of the large volume of information handled in maintaining and evaluating pemiit and enforcement activities, database management becomes an integral part of the FOG Enforcement Management System. OCSD has a sophisticated computer network for this purpose, which utilizes advanced database management softwares such as Oracle, to enhance information storage, retrieval, processing, and evaluation. A custom software specifically designed to administer the FOG Source Control Program is in place, to ensure consistency and efficiency of implementation. The software organizes and enhances monitoring and tracking activities as well as implementation of enforcement actions. Pertinent current information on FSEs is stored in the computer database; similarly, hard copies of documents are stored in files. The FOG software and database system are capable of storing inspection reports, BMP reporting requirements,and grease interceptor maintenance reports among others obtained by OCSD. In addition, the computer tracks due dates for report submittals and requirements imposed on FSEs, and also generates reminders to FSEs prior to the due dates. With the FSEs' requirements and prohibitions established trough the control mechanisms, and the data gathered from the monitoring and tracking activities, violations are identified through systematic compliance sueenvig. The compliance screening process involves review of available information to sort out noncompliant dischargers for appropriate enforcement response. This process automatically generates Notices of Violation that are sent to FSEs. All other violations not amenable to computer tracking are being determined manually, in a systematic manner, in accordance with established policies and procedures. The violations and discrepancies that are identified during the compliance screening process are reviewed by the appropriate personnel to evaluate the type of enforcement response needed. OCSD staff identifies types of responses that are appropriate based on the nature of the violation, the frequency of the violation, the magnitude of the violation, the duration of the violation, the potential impact of the violation, and the good-faith efforts of the violator to eliminate noncompliance. After selection of the PV 21 FOG Source Control Program and Enforcement Management System appropriate response, the enforcement action is implemented by specific Personnel within a reasonable time frame. The culmination of all of the above activities enables OCSD to maintain internal coordination and management of the FOG Source Control Program in a systematic and consistent manner. Through the FOG Enforcement Management System, OCSD intends to implement monitoring and enforcement responsibilities in a consistent, fah and timely manner. Prat 22 FOG Source Control Program and Enforcement Management System 5 CONTROL MECHANISMS UP1G" 'e The FOG Ordinance and the FOG Wastewater Discharge Permit are control mechanisms that allow OCSD to implement the FOG Source Control Program. These control mechanisms serve as the regulatory foundation for providing OCSD with the legal authority to implement the program. 5.1 FOG Ordinance The FOG Ordinance adopted by OCSD sets forth uniform requirements for all FSEs in OCSD's service area of responsibility, to comply with the General Waste Discharge Requirements Order. The Ordinance authorizes the issuance of FOG Discharge Permits to limit FOG discharges to the sewer system; authorizes inspection/monitoring and enforcement activities; establishes adtrdnistrarive procedures; and provides for the setting of fees for the equitable distribution of costs resulting from the implementation of the FOG Source Control Program. 5.2 FOG Wastewater Discharge Permit OCSD's FOG Ordinance prohibits the discharge of FOG from FSEs without valid FOG Discharge Permits. Therefore, OCSD is administering a permit program for FSEs utilizing procedures that allow for the: • Identification of new FSEs and characterization of their FOG discharges, • Identification of significant process and/or discharge changes at existing FSEs,and • Issuance of petmits to regulate FSEs'FOG discharges FOG Wastewater Discharge Permits issued to FSEs contain: S Discharge prohibitions and discharge limitations; S Schedules for self-monitoring and reporting; PV 23 FOG Source Control Program and Enforcement Management System • Statements of duration and non-transferability; • Legal authority of OCSD to revoke the sewer discharge privileges and to modify the pemut; • Penalties; • Record keepingand notification requirements; • Severability;and • Permit conditions,as necessary. 5.2.1 Permit Processing and Issuance OCSD implements an efficient permitting program through timely processing and issuance of permits,comprehensive permit evaluation to ensure application of correct permit conditions, and automated permit generation. The following describe these aspects in detail: 5.2.1.1 Timeliness of Permit Processing and Issuance Permit issuance is frequently delayed when the applicant does not provide complete information and other requirements in the application,or when there are no established internal procedures and time table for processing and issuing a permit To resolve this problem, OCSD established the following tools to ensure timely issuance of a permit: • A pemut application package (Appendix E7, which contains comprehensive information on how to obtain a FOG Wastewater Discharge permit and easy-to-follow guidelines on how to fill-out an application form, is made available to all permit applicants. The brochure describes OCSD's FOG wastewater discharge penult program, permit requirements, how to apply and obtain a permit, permit conditions, facilities requirements,permit application review and evaluation process, specific instructions on how to fill out an application, and guidelines on drawings and information submittal requirements. This information provides applicants with sufficient knowledge necessary to be able to respond effectively in complying with all the permit application requirements. A pemut application package checklist is also provided to, ensure completeness of submittal requirements. • When a pemut application is received, OCSD follows established permitting procedures to ensure issuance of an accurate permit. Based on this, it is expected that new peones will be issued within four weeks,and all existing pemdts will be renewed prior to or by the expiration date. PVU FOG Source Control Program and Enforcement Management System 5.2.1.2 Comprehensive Permit Evaluation to Ensure Application of Correct Permit Conditions OCSD conducts a thorough review of the permit application and a comprehensive evaluation of FOG sources through an inspection of the facility,to determine applicable permit conditions. The adequacy of the pretreatment system and BMPs in place are also evaluated to ensure compliance. After final evaluation, the information is summarized and processed quickly using a computer permit generator program. Prior to issuance, QA/QC procedures are followed to ensure accuracy of the permit. 5.2.13 Automated Permit Generation To enhance management of permit information for each FSE, OCSD maintains a relational database system that allows efficient data storage and retrieval for a variety of applications. This has led to the development of a computerized permit generator developed in-house, which allows a permit document to be generated in appeozlmately less than ten minutes. After detailed evaluation of the pertinent information and the applicable permit conditions as previously described, the final information is summarized and entered in the pemut generator program. The permit document,containing all pertinent information, is quickly generated and is ready for issuance in a matter of minutes. Past 26 FOG Source Control Program and Enforcement Management System 6 MONITORING FSEs How 44us-e" a(, �awari hl;awt wu 4W" 6.1 Methods of Investigating Instances of Noncompliance OCSD's monitoring program is used to evaluate the compliance scams of FSEs in relation to applicable permit and ordinance requirements. The monitoring progrun consists of: • Tracking compliance with permit and ordinance requirements through facility inspections; • Tracking status of implementation of BMPs and Grease Control Device Operations and Maintenance through self- monitoring program; • Receiving and evaluating reports as specified in the FSEs' permits or as required by any enforcement actions; • Investigating instances of noncompliance,producing admissible evidence through visual observation of sewer laterals and sewer lines downstream using closed-circuit television (CCTV), as necessary;and 6 Maintaining a computerized compilation of pertinent data regarding all FSEs that is complete and accurate, in order to facilitate the compliance screening process. The following describes in derail the monitoring and tracking activities performed by OCSD: 6.2 FSE Self-Monitoring 6.2.1 Self-Monitoring to Track Implementation of Required Best Management Practices OCSD requires all FSEs to implement BMPs and to report the status of implementation every six months. Minimum requirements for implementation of BMPs are specified in the FSE's pemut All self- monitoring is required to be conducted in accordance with OCSD's PVfs FOG Source Control Program and Enforcement Management System guidelines as specified in the FSEa' perilt, The self-monitoring results sobrrutted w OCSD are evaluated and used as a means to detemrine compliance. If the results show noncompliance, the FSE is inspected to confirm the noncompliance and a Corrective Action Notice is issued accordingly,to require immediate implementation of corrective measures. A Notice of Violation with a Noncompliance Fee is issued when die FSE fails to implement the required correction during a follow-up verification inspection. OCSD utilizes a computer system to administer the self-monitoring program from the initial notification to final submittal of reports or implementing required enforcement responses. FSEs are initially notified at the beginning of the six-month reporting period to implement BMPs and are also sent a reminder notice together with the official Best Management Practices Monitoring Report Forms. Submittals are tracked and late notices are sent when reports are not submitted on time.The reports generated by this automated process are manually verified and checked by responsible personnel prior to final release. After final verification, the results become part of the FSE's pemnanent file and compliance record in the computer database. 6.2.2 Self-Monitoring to Track Implementation of Maintenance Requirements for Grease Interceptors OCSD also requires FSEs with grease interceptors to maintain their grease interceptors at a specified frequency and to report these activities every six months. The permit specifies the minimum requirements for grease interceptor maintenance.Similar to the BMP self-monitoring, FSEs are also required to submit self monitoring reports to OCSD. Reports submitted to OCSD are evaluated and used as a means to determine compliance. If the results show noncompliance, the FSE is inspected to confirm the noncompliance and a Corrective Action Notice is issued accordingly, to require immediate implementation of corrective measures. A Notice of Violation with a Noncompliance Fee is issued when the FSE fails to implement the requited correction during a follow-up verification inspection. Implementation procedures for the Grease Interceptor self-monitoring requirement are similar to the BMP self-monitoring requirement. 6.3 Inspections OCSD conducts routine and non-routine inspections as a means of verifying an FSE's compliance with its discharge permit and OCSD's Ordinance. The following types of inspections are commonly done: Pair 27 FOG Source Control Program and Enforcement Management System 6.3.1 Routine Onsite Facility Inspections On a routine basis, FSEs with grease interceptor requirements are inspected periodically to verify proper maintenance and operation of grease interceptors and compliance with the 25% rule. OCSD also conducts inspections of FSEs to detemdne instances of noncompliance with BMP requirements and other permit requirements. The inspections may include interview with FSE representative, inspection of grease removal devices, and visual observation of kitchen practices as it relates to FOG generation. 6.3.2 Follow-up Inspection and Verification When a Corrective Action Notice is issued, a follow-up inspection and verification is conducted to determine if the FSE has complied with die required corrective actions to resolve the noncompliance problem. When an FSE fails to correct the problem based on the findings of this inspection,a Notice of Violation is issued along with the corresponding Noncompliance Fee. 6.3.3 Compliance Audit This is a special inspection for FSEs with repeated violations to identify and assess the cause of the recurring noncompliance problems and to establish the required corrective actions. OCSD's staff conducts a compliance audit of the facility, including a thorough review of due kitchen practices, waste/wastewater- generating sources, waste management practices, and adequary of the pretreatment system. 6.3.4 Inspection for Bi-Annual Permit Renewal This is a comprehensive inspection conducted every two years. It provides a derailed compliance check as well as information needed to re-evaluate the permit during permit renewal. These inspections include evaluation of the kitchen pounces and grease interceptor, review of waste manifests and other disposal documents,compliance evaluation, and a review of applicable regulations, policies and procedures for the implementation of the FOG program. 6.3.5 Downstream Sewer Line Inspections To further confirm compliance with the requirements of the FOG Source Control Program, OCSD conducts routine inspections of downstream sewer lines and laterals from FSEs using Closed Circuit Television (CCTV). This provides opportunity to pinpoint sources of illegal FOG discharges not detected during onsite inspections. PVfa FOG Source Control Program and Enforcement Management System With the visual observations obtained using CCTV,OCSD is able to identify FSEs that have major impacts and, subsequently, require them to install adequately sized grease interceptors to resolve the problem. OCSD regularly conducts downstream monitoring and uses it as an effective means to identify major FOG contributors and further identify groups of dischargers that either collectively or cumulatively impact the sewer. CCTV inspection has been demonstrated to be a very useful tool in monitoring trouble spots to prevent SSOs and eventually eliminating trouble spots. 6.4 Data Management OCSD maintains a computer data management system for storage, retrieval,and processing of information pertaining to all permit- and enforcement-related activities. The data management system is capable of handling and processing the following pemilt- and enforcement related activities: • Maintaining current FSE information, such as mailing and service address, names of chief operating officer and contact, telephone and facsimile numbers, number of employees, operating hours,etc. • Maintaining a database for permit-related information such as GIS information, grease interceptor location, original date of permit issuance,per nit expiration date,etc. • Maintaining a database for storing inspection findings and cracking Corrective Action Notices. • Generating Notices of Violation,when applicable. • Tracking self-monitoring requirements, generating reminder letters to conduct self-monitoring, generating reminder letters to submit self-monitoring reports, and generating self- monitoring Corrective Action Notices. Tracking all permit renewal applications and generation of new and renewed pe rnits. 0 Tracking all submittal requirements such as progress reports, Compliance Schedule Agreement submittals, permit condition requirements,and any pertinent requirements. • Generating reports such as compliance histories. PVf9 FOG Source Control Program and Enforcement Management System 7 COMPLIANCE SCREENING Now vzdAvom ti Z atpa4:u4 OCSD's compliance screening procedures involve the review of all available information generated by monitoring activities in comparison with the FSE's permit requirements,to soft out noncompliant dischargers.This step is designed primarily to identify apparent violations and subsequently determine the appropriate response in the next steps. OCSD established standard compliance screening procedures for violations pertaining to perm ing, grease interceptor maintenance requirements, BMP implementation and reporting requirements,administrative mandates, ordinance, and special permit conditions. With the aid of OCSD's data management system, standand procedures are followed in systematically identifying all violations and subsequently notifying FSHs of the violations. The bulk of the compliance screening process deals with the identification of grease interceptor maintenance requirement violations (25%rule),failure to implement mandatory BMPs, reporting violations, and compliance schedule violations. In an effort to conduct the compliance screening process efficiently, OCSD developed computer programs for automatic identification of these violations. Not only will the automated process assist in developing a consistent response,it will also reduce the manpower required to conduct the compliance screening process. The preliminary review and evaluation are handled by the administrative support utilizing the computerized data management system. Computerized compliance screening applications include; • Screening violations for failure to comply with the grease interceptor maintenance requirements (25%Wile)and failure to implement required BMPs; • Screening for reporting violations based on computerized tracking for all report subrnittal requirements;and • Screening for violation of administrative mandates based on computerized tracking of all administrative mandate requirements. Because timing is an important element that needs to be considered when conducting compliance screening, OCSD established procedures to review the information on a "rolling" (as received) basis. The data are screened as soon as they are received, which triggers generation of a Notice of Violation when applicable,as an initial enforcement action. OCSD has developed procedures for careful examination of monitoring data to accurately determine the compliance status of each FSH. The PV ao FOG Source control Program and Enforcement Management System following describes specifically what OCSD does to screen different types of violations: 7.1 Screening for Violations Pertaining to Unauthorized Discharges 7.1.1 Discharging Without a Pemtit During the course of routine inspections of perrrtitted FSEs, OCSD's inspectors conduct searches for FSEs discharging to the sewer without a permit. OCSD identifies non-permitted FSES by: • Working with the City of Tustin's Community Development Department-Building Division,to identify new construction or major renovation of FSEs exceeding$50,000. • Obtaining and reviewing, on a periodic basis, a fist of FSEs from the City of Tustin's Business License Division to identify new FSEs. Reviewing the list of FSEs inspected by the Orange County Health Care Agency(OCHCA) on an annual basis. Upon identification of an unpemtitted FSE, OCSD issues a Notice to Apply for Permit; provides a Permit Application; and specifies the deadline when to submit the application. 7.1.2 Failure to Inform Change of Ownership This violation is usually detected by the inspectors in the course of their routine inspection as they gather information from the contact. Upon identification of the violation,the inspector issues a Notice to Apply and provides a pemvt application. The inspector specifies the deadline to submit the application and is responsible for the follow- up. 7.1.3 Discharging with an Expired Permit This violation is usually determined through the permit renewal process with the aid of a computer. On a monthly basis, a list of FSEs whose permits are about to expire is generated by the computer. A designated person is responsible for following up the fiction renewal process and identifying noncompliant FSEs. Proper notification and sufficient time is provided to the FSE to ensure that the permit is renewed prior to expiration. P.y 31 FOG Source Control Program and Enforcement Management System 7.1.4 Discharging with Suspended Permit or Discharging with Revoked Permit Since these violations do not happen frequently, FSEs with Suspended Permits or Revoked Permits are closely monitored and tracked down by inspectors through actual inspection of the FSE's facility. 7.2 Screening for Noncompliance with the BMP Implementation Requirements 7.2.1 Failure to Implement Required BMPs This noncompliance is detected during submission of BMP Self- Monitoring Reports and during routine onsite inspections. The Self MonitoringReports indicate BMPs which are not implemented. Information provided by FSE is entered in the computer which automatically detects noncompliance and generates the Corrective Action Notice. Further tmcking of the Corrective Action Notice issued is integrated in the computer program which requires subsequent input to indicate whether the FSE has met compliance or a Notice of Violation needs to be issued.This noncompliance is also detected during onsite inspection for which a Corrective Action Notice is issued. Further tracking of the Corrective Action Notice is also done by the computer which requires subsequent inpuS to indicate whether the FSE has met compliance or a Notice of Violation needs to he issued, after conducting a Follow-up Inspection and Compliance Verification. 7.2.2 Failure to Keep Required Records for Implementing BMPs Record keeping, such as training logs, yellow grease disposal logs, etc., is part of die BMP implementation requirement. Noncompliance with this requirement is detected during onsite inspection for which a Corrective Action Notice is issued. Further tracking of the Corrective Action Notice is done by the computer which requires subsequent input, to indicate whether the FSE has met compliance or a Notice of Violation needs to be issued, after conducting a Follow-up Inspection and Compliance Verification. PV 32 FOG Source control Program and Enforcement Management System 7.3 Screening for Violations of Grease Interceptor Maintenance Requirements 7.3.1 Violation of the 25%Rule During inspection of grease interceptors, the depths of the accumulated solids and FOG are measured to determine compliance with the 25%rule.If noncompliance is detected,a Corrective Action Notice is immediately issued requiring the FSE to immediately,pump the full contents of the interceptor within a specked number of days. A Follow-up Inspection and Compliance Verification is conducted to determine if FSE has met compliance. Computer trucking for these events will determine if a Notice of Violation needs to be issued. 7.3.2 Failure to Maintain Pans of the Grease Interceptor in Proper Operating Condition As part of the grease interceptor inspection, the internal putts are inspected to ensure that they are properly maintained and in good operating condition. When a problem is detected, a Corrective Action Notice is immediately issued requiring the FSE to immediately fix the problem within a specified number of days. Further tracking of the Corrective Action Notice is done by the computer, which requires subsequent input, to indicate whether the FSE has met compliance or a Notice of Violation needs to be issued, after conducting a Follow-up Inspection and Compliance Verification. 7.3.3 Failure to Keep Required Records for Grease Interceptor Maintenance Record-keeping, such as maintenance records and wastehauling records, is put of the grease interceptor maintenance requirement. Noncompliance with this requirement is detected during onsite inspection for which a Corrective Action Notice is issued. Further tracking of the Corrective Action Notice is done by the computer which requires subsequent input, to indicate whether the FSE has met compliance or a Notice of Violation needs to be issued, after conducting a Follow-up Inspection and Compliance Verification. PV 33 FOG Source Control Program and Enforcement Management System 7.4 Screening for Violations of Reporting Requirements 7.4.1 Delinquent Reports Most reporting violations are caused by delinquent reporting. For purposes of compliance screening, OCSD has established a computerized tracking system for all reporting requirements. When requirements for a specific FSE are established, the information is entered into the computer with a brief description of the requirement and when the requirement is due. Upon submission, the computer database is also updated to indicate that the report has been received. On a weekly,basis, the computer generates a report which summarizes all upcoming reports due and overdue reports. Not only does this facilitate tracking and follow-up, but it also provides compliance screening for FSEs who fail to satisfy the repotting requitement Upcoming requirements which are soon due are flagged by the computer; subsequently, OCSD sends reminders to FSEs to inform them of the upcoming due date as a preventive measure for reporting violation occurrences. Such reminders have proven to be beneficial in preventing this type of violation. 7.4.2 Inaccurate Reports Upon submission of required reports, the information is initially screened by clerical staff for completeness and then reviewed by technical staff for technical content. Compliance screening for inaccurate reports is determined during this process. 7.5 Screening for Violations of Administrative Mandates All requirements of administrative mandates such as Compliance Schedule Agreements are monitored tbmugh the computer for compliance. When requirements are established, the information is entered into the computer with the corresponding due date for tracking purposes. Similarly, dte computer is updated when the requirements are satisfied. Compliance screening is accomplished through reports generated by the computer which summarize overdue requirements. As a preventive measure, OCSD sends reminders to FSE. to into. them of the requirements with upcoming due dates. PV ae FOG Source Control Program and Enforcement Management System 7.6 Violations of Ordinance and Special Permit Conditions Detected During Inspections Compliance screening for violations occurring at the FSH's facility is determined by inspectors during the course of routine on nonmoutine inspections. When noncompliance is detected, a Corrective Action Notice is immediately issued requiring the FSE to immediately correct the problem within a specified number of days. Further tracking of the Corrective Action Notice is done by the computer which requites subsequent input, to indicate whether the FSE has met compliance or a Notice of Violation needs to be issued, after conducting a Follow-up Inspection and Compliance Verification. PV 36 FOG Source Control Program and Enforcement Management System 8 IMPLEMENTING ENFORCEMENT ACTIONS Eqow'"'" ot*0040 "AjAuc OCSD's first consideration in developing enforcement responses was to anticipate as many types and patterns of violations as possible that are likely to be encountered, as discussed in Section 7. This way, specific enforcement responses may be formulated. The violations and discrepancies that are identified during the compliance screening process are reviewed to evaluate the type of enforcement response needed. Guidelines are established to: • Provide guidance in determining procedures to be followed to identify, document and respond to the violations; • Provide guidance in selecting initial and follow-up enforcement actions; • Establish staff responsibilities for implementing enforcement actions; and • Designate suggested time frames for implementing enforcement actions. OCSD's second consideration was to provide a range of enforcement options that can be used to respond to violations. OCSD uses a comprehensive range of enforcement mechanisms within the legal authorization granted by the Clean Water Act, the state legislature, and OCSD's FOG Ordinance. MOST SEVERE ACTION AdmCirnimi n altiae ls Ci ties Pe n P Su s nit ies Enforcement Compliance Schedule Agreements Probation Orders Compliance Meetings Notice of Violation LEAST SEVERE ACTION Pyp 36 FOG Source Control Program and Enforcement Management System 8.1 Enforcement Responses The following describes the range of enforcement options used by OCSD in responding to different types of violations: 8.1.1 Connective Action Notice (CAN) Corrective Action Notices are informal notices used to initially address and correct noncompliance to provide the FSE with an opportunity to correct the problem before issuance of a formal Notice of Violation with the associated Noncompliance Fees. The Corrective Action Notice specifies the problem that need to be corrected and a due date for completion. After the required completion date, OCSD conducts a Compliance Follow-up Inspection and Verification to determine if FSE is in full compliance. Corrective Action Notices are tracked to ensure that appropriate follow-up is consistently conducted. 8.1.2 Notices of Violation (NOV) When a Corrective Action Notice for noncompliance with permit conditions or Ordinance provisions is issued,a Follow-up Inspection and Compliance Verification follows to Bete nine if FSE has met compliance. When the FSE is found to have failed to correct the problem, A Notice of Violation is issued together with a Noncompliance Fee.The NOV describes the type of violation, and specifies that corrective actions must be taken to preclude escalated enforcement actions. 8.1.3 Noncompliance Fees When a Notice of Violation is issued, a Noncompliance Fee is typically imposed on the FSE. The fee recovers OCSD's administrative and field costs in dealing with the noncompliance. 8.1.4 Compliance Follow-Up Inspection and Verification Following issuance of a Corrective Action Notice as a result of noncompliance, OCSD conducts a compliance follow-up inspection to determine whether the FSE has implemented corrective measures and has resolved problems. Based on this inspection, a Notice of Violation is issued if the FSE is found to have failed to correct the problem or the enforcement action is terminated if the noncompliance problem has been resolved. PV 37 FOG Source Control Program and Enforcement Management System 8.1.5 Compliance Audit Compliance Audits are conducted by OCSD staff for FSEs who have demonstrated continued or repeated violations. Compliance Audits are performed in order to investigate the cause of the recurring violations, and to assess the level of corrective measures and enforcement actions needed to fully resolve the noncompliance problem. A Compliance Audit is usually followed by a Compliance Meeting. 8.1.6 Compliance Meetings Compliance Meetings are held when an FSE has demonstrated continued or repeated violations. A Compliance Meeting is usually held after a Compliance Audit has been conducted. The meeting is held at OCSD's administration office, and attendance by the representatives of the FSE is mandatory. During the meeting, the results of the Compliance Audit are discussed, and a plan is developed to establish the corrective actions to be taken by the FSE to achieve long-term compliance. 8.1.7 Increased Grease Interceptor Pumping/Maintenance OCSD may impose more frequent grease interceptor pumping/maintenance requirements if an FSE has demonstrated continued or repeated violations of the 25%Rule. 8.1.8 Order to Cease Noncompliant Discharge When OCSD finds that the FSE has continued to discharge wastewater in violation of OCSD's Ordinance or the provisions of its wastewater discharge permit, an Order to Cease Noncompliant Discharge may be issued to stop noncompliant discharge.The Order also notifies the FSE of subsequent enforcement actions that could be taken should violations continue. 8.1.9 Compliance Schedule Agreement Upon a determination that an FSE is in noncompliance with the terms, conditions or limitations specified in its permit or any provision of OCSD's Ordinance, and that it needs to construct and/or acquire and install pretreatment equipment, OCSD may require the FSE to enter into a Compliance Schedule Agreement. The Compliance Schedule Agreement contains requirements and conditions by which an FSE must operate during its term and provides specific dates for construction and/or acquisition and Prat 38 FOG Source Control Program and Enforcement Management System installation of requited equipment or implementation of corrective actions. 8.I.10Administrative Complaint/Administrative Fines Pursuant to the authority of California Government Code Sections 54740.5 and 54740.6,OCSD may issue an Administrative Complaint to any FSE that violates any provision of OCSD's Ordinance; any pernit condition, prohibition, or effluent limit; or any suspension, revocation or other order. The Administrative Complaint describes the violation, the provision of the law authorizing civil liability to be imposed,and the proposed administrative fine. The Adrnhtistmtive Complaint also provides notification of the date and location of an administrative hearing regarding the complaint. The hearing is held within 60 days after the complaint is transmitted. The hearing is conducted by a staff member designated by OCSD's General Manager. The FSE may waive its right to a hearing, in which case the hearing is not conducted. At the heating,the FSE is given an opportunity to respond to the allegations set forth in the Administrative Complaint by presenting written or oral evidence. After the conclusion of the heating, the heating officer submits a written report to the General Manager setting forth a statement of facts found to be true, a detemdnation of the issues presented, conclusions and a recommendation. Should the General Manager find that grounds exist for assessment of an administrative fine, his decision and order are issued in writing within 30 days after the conclusion of the hearing. The written decision is then constituted to the FSE. Administrative fines may be assessed as follows: • In an amount not to exceed two thousand ($2,000.00) for each day for failing or refusing to finish technical or monitoring reports; • In an amount not to exceed three thousand dollars ($3,000.00) for each day for failing or refusing to timely comply with any compliance schedules established by OCSD; • In an amount not to, exceed five thousand dollars ($5,000.00) per violation for each day of discharge in violation of any waste discharge limit, permit condition, or requirement issued, reissued,or adopted by OCSD; • In any amount not to exceed ten dollars ($10.00) per gallon for discharges in violation of any suspension,revocation,cease and desist order or other orders, or prohibition issued, reissued, or adopted by OCSD. In determining the proposed administrative penalty, OCSD takes into consideration such factors as environmental or physical harm to PV 39 FOG Source Caroni Program and Enforcement Management System the POTW, the good faith efforts of the FSE once it became aware of the problem,the magnitude and frequency of violations,the FSE's history of noncompliance,and economic benefit. 8.1.11 Revocation of Waiver from Grease Interceptor Installation Upon determination that an FSE is a major FOG contributor, any existing Waiver from Grease Interceptor Installation may be revoked. Upon revocation of the waiver, the grease interceptor installation requirement is included in the permit and immediately implemented. 8.1.12 Revocation of Variance from Grease Interceptor Requirements Upon determination by OCSD that the Variance from Grease Interceptor Requirements is no longer appropriate, OCSD may revoke the variance and pursue installation of a standard grease interceptor. 8.1.13 Permit Suspension A perrnit may be suspended when it is determined that an FSE has: • Failed to comply with the terms and conditions of a Compliance Schedule Agreement. • Knowingly provided a false statement, representation, record, repog or other document to OCSD. • Refused to provide records,reports,plans,or other documents required by OCSD to deterudire permit terms, conditions, discharge compliance,or compliance with the Ordinance. • Falsified, tampered with, or knowingly rendered inaccurate any monitoring device or sample collection method. • Failed to report significant changes in operations or wastewater constituents and characteristics. • Refused reasonable access to the FSE's premises for the purpose of inspection and monitoring. • Failed to make timely payment of all amounts owed to OCSD for user charges,non-compliance sampling fees,permit fees,or any other fees imposed pursuant to this Ordinance. • Violated any condition or Grit of a discharge permit or any provision of OCSD's Ordinance. Upon determination that there are reasonable grounds for permit suspension, the FSE is provided a written more with the date and location of the administrative hearing. The hearing is held within 15 PV 40 FOG Source Control Program and Enforcement Management System 45 days after the notice is transmitted. The hearing is conducted by a staff member designated by OCSD's General Manager. At the suspension hearing, the FSE is given an opportunity to respond to the allegations set fonh in the notice by presenting written or oral evidence. After the conclusion of the hearing, die hearing officer submits a written report to the General Manager setting forth a brief statement of facts found to be true, a determination of the issues presented, conclusions, and a recommendation. Should the General Manager fund that grounds exist for suspension of the permit,his decision and order is issued in writing within 30 days after the heating. The written decision is then transmitted to the FSE. 8.1.14 Permit Revocation A pemmt may be revoked when it is determined that an FSE: • Knowingly provided a false statement, representation, record, report,or other document to OCSD. • Refused to provide records,reports,plans,or other documents required by OCSD to deremnine pemtit terms, conditions, discharge compliance,or compliance with the Ordinance. • Falsified, tampered with, or knowingly rendered inaccurate any monitoring device or sample collection method. Failed to report significant changes in operations or wastewater constituents and characteristics. Failed to comply with the terms and conditions of a Compliance Schedule Agreement or permit suspension. • Discharged effluent to OCSD's sewerage system while its permit was suspended. • Refused reasonable access to the FSE's premises for the purpose of inspection and monitoring. • Failed to make timely payment of all amounts owed to OCSD for user charges,non-compliance sampling fees,permit fees,or any other fees imposed pursuant to the Ordinance. • Caused interference or pass-through with OCSD's collection, treatment,or disposal system. • Violated any condition or limitations of its discharge permit or any provision of OCSD's Ordinance. Upon determination that there are reasonable grounds for permit revocation, the FSE is provided a written notice with the date and location of the administrative hearing. The hearing is held within 15 -45 days after the notice is transmitted. The hearing is conducted by a staff member designated by OCSD's General Manager. PV 41 FOG Source control Program and Enforcement Management System At the revocation hearing, the ESE is given an opportunity to respond to the allegations set forth in the notice by presenting written or oral evidence. After the conclusion of the hearing, die hearing officer submits a written report to the General Manager setting forth a brief statement of facts found to be true, a determination of the issues presented, conclusions, and a recommendation. Should the General Manager find that grounds exist for revocation of the pemut,his decision and order is issued in writing within 30 days after the date of the heating. The written decision is then transmitted to the FSE. 8.1.15 Order to Terminate Discharge An Order to Terminate Discharge may be used to require an FSE to physically terminate its sewerage service if the ESE has failed to comply with an Emergency Suspension Order or Permit Revocation Order,or if an FSE without a valid permit fails to immediately cease and desist discharge. 8.1.16 Emergency Suspension Order OCSD may suspend sewerage service by order of the General Manager when it is determined that a suspension is necessary in order to stop an actual or impending discharge which presents or may present an imminent or substantial endangerment to the health and welfare of persons, or to the environment, or may cause interference with OCSD's sewerage facilities or operations, or may cause OCSD to violate any Local, State or Federal Law Regulation. Any discharger notified of and subject to an Emergency Suspension Order is required to immediately cease and desist the discharge of all wastewater to the sewerage system. Within five days of the issuance of an Emergency Suspension Order, the General Manager holds a hearing to provide the FSE with an opportunity to provide information in opposition to the order. The General Manager then issues a written decision within two business days following the hearing,and the decision is transmitted to the FSE. 8.1.17 Civil Penalties (judicial) pursuant to the authority of California Government Code Sections 54739 - 54740 and the Clean Water Act, 33 U.S.C. Section 1251 et seq., any person who violates any provision of OCSD's Ordinance, or any permit condition, prohibition or effluent limit is potentially Gable civilly up to $25,000.00 per violation for each day in which such violation occurs. This action is initiated by OCSD's General Counsel, upon order of the General Manager, by petoonhrg the Superior Court to impose,assess and recover such penalties,or such PV 42 FOG Source Control Program and Enforcement Management System other penalties as OCSD may impose, assess, and recover pursuant to Federal and/or State legislative authorization. 8.1.18 Injunction OCSD may petition the Superior Court for the issuance of a preliminary of pertnanent injunction, or both, to restrain or prevent continued or threatened violations of the Ordinance, an FSE's permit,or any Federal Pretreatment Standard or requirement. 8.1.19 Physical Termination of Service OCSD may physically terminate sewerage service to any property pursuant to the terms of any order of emergency suspension or revocation of a permit or upon the failure of a person not holding a valid dischuge permit to immediately cease discharge,whether direct or indirect,to OCSD's sewerage facilities. 8.1.20Criminal Penalties Any person who violates OCSD's Ordinance is guilty of committing a misdemeanor, and if convicted, is punishable by a fine up to 11,000.00, or imprisonment up to 30 days, or both. Each violation and each day of violation may constitute a separate violation of the Ordinance. 8.1.21 Financial Security FSEs subject to enforcement or collection proceedings may be required to provide financial security to guarantee performance or to pre-pay charges before permission is granted to discharge to the sewer. 8.2 Criteria for Determining Appropriate Enforcement Actions After identifying various types of violations and establishing a range of available enforcement options, the specific enforcement response most be selected. To ensure that the enforcement response selected is appropriate in relation to the seriousness of the violation, the following criteria are utilized: • Magnitude of Violation • Duration and Frequency of Violation PV 43 FOG Source Control Program and Enforcement Management System • Effect of Violation on Public Health and the Environment • Effect of Violation on OCSD's Workers and Sewerage System • Compliance Hammy y of the FSE • Good Faith Efforts of the FSE to Eliminate Compliance 8.2.1 Magnitude of Violation Some violations of an isolated or insignificant nature may be dealt with by an informal enforcement action such as a reminder letter, Corrective Action Notice or the issuance of a Notice of Violation. However,violations of a significant nature,even a single occurrence, can threaten the public health and the environment, or damage OCSD's sewerage system. For this reason, the magnitude of violation is an important factor in determining the appropriate level of response. 8.2.2 Duration and/or Frequency of Violation Regardless of the magnitude, the duration and/or frequency of violation most be considered in determining an enforcement response. All else being equal, violations which continue over extended periods of time are subject to mote escalated levels of response. 8.2.3 Effect of Violation on Public Health and the Environment The actual or potential effect of a violation on public health and the environment is a significant factor in determining the level of response. In situations where there is an imminent threat to public health and the environment, OCSD may immediately suspend sewerage service. The level of response is related to the impact of the violation, and is also devised to recover any costs incurred by OCSD. For example, if the violation has resulted in SSO to a penalty imposed on OCSD, the FSE would be responsible for the penalty amount. 8.2.4 Effect of Violation on OCSD's Workers and Sewerage System Some discharge violations may result in adverse effects on OCSD's workers and/or sewerage system. Adverse effects on the sewerage system can include harm to equipment, processes, or operations; contamination of wastewater or biosolids; and damage or obstruction to the collection system. The level of response is related to the impact of the violation, and is also devised to recover any costs incurred by OCSD as a result of the violation. pv ae FOG Source Control Program and Enforcement Management System 8.2.5 Compliance History of the FSE The compliance history of the FSE must be considered in determining the appropriate level of response to a violation. In addition, the various aspects of the compliance history should be taken into consideration including the states of the FSE's preureatment equipment, operation and maintenance efforts, waste cauterization efforts,etc. 8.2.6 Good Faith Efforts of the FSE to Eliminate Noncompliance The good faith efforts of an FSE, once it is aware of a violation, plays a role in determining the appropriate level of response to a violation. Good faith efforts must be compared against the criteria provided in the Clean Water Act-. "The Act requires industry to take extraordinary efforts if the vital and ambitious goals of the Congress are to be met This means that business-as-usual is not enough. Prompt, vigorous, and in many cases, expensive pollution control measures must be initiated and completed as promptly as possible. In assessing the good faith of a discharger, the discharger is to be judged against these criteria. Moreover,it is an established principle,which applies to this act,that administrative and judicial review are sought on the discharger's own time." Leeislutive History ofthe Clean Water Act No.95-14 Vol 3 p463 PV 46 FOG Source Control Program and Enforcement Management System Appendices PV 46 APPENDIX G1 FOG Control Program Revision Date Revision Date No. Updated No. Updated 0 9/30/05 4 1 5 2 6 3 7 Fats, Oils, and Grease Control Program Basis for Program Development, Program Components, and Policies Abstract Identifying the guiding principles and developing program components for effectively controlling the discharge of fats,oils, and grease(FOG)will define the implementation strategy necessary for a successful source control program. This is an attempt to establish OCSUs FOG Control Program to determine policies/guidelines and associated regulations that need to be in place to effectively enforce the program.In writing the Ordinance,the FOG Control program should be considered to ensure Mat the regulations established are comprehensive and can be practically implemented to achieve the desired end results. JEIMT 1/04 CONTENTSPURPOSE.............................................................................................1 BASIS FOR DEVELOPING FOG CONTROL PROGRAM .........................2 Pursuing an Equitable FOG Control Program 2 FOG Control Essentials 3 Considerations for Developing OCSD's FOG Control Program 3 Practical Considerations for Establishing Requirements for FOG Control: Balancing Cost and Benefits 4 Requirements for Installation of Grease Interceptors 5 Requirements for Implementation of BMPs 6 Regulatory Considerations 6 Use of Numerical Limits for Controlling FOG Discharge 6 Use of Performance Standards for Regulating FSEs 6 Use of Grease Interceptor Liquid Depth as an Action Level for Controlling FOG Pass-through 7 Use of Visual Observations of FSEs' Lateral for Requiring Grease Interceptors 8 Issuance of Waiver for Interceptor Requirement During the Three-year Conditional Stay for Existing FSEs 8 Technical Considerations 9 Interceptor Sizing Consideration 9 Determining Interceptor Cleaning Frequency 9 BASIC REQUIREMENTS OF THE FOG CONTROL PROGRAM.............11 Backbone Requirements 11 Permit Requirements 12 Issuance of Variance and Waivers 13 Prohibitions 15 Facilities Requirements 15 Record-keeping and Reporting Requirements 18 PURPOSE The purpose of the Fats, Oils, and Grease (FOG) Control Program is to prevent blockages of the sanitary sewer lines that can cause sanitary sewer overflows (SSOs) by establishing control mechanisms that will establish regulations and policies for the disposal of FOG from Food Service Establishments (FSEs). The control mechanisms will comprise of the FOG Ordinance (Ordinance) and FOG Wastewater Discharge Permit (permit), which shall define general prohibitions and restrictions on discharges, facilities requirements, administrative requirements, procedures for recovering costs associated with FOG discharges and blockages, and enforcement tools for implementing the program. In addition to establishing control mechanisms, the FOG Control Program will also include an enforcement management system to address the fundamental requirements necessary to regulate FSEs; obtain and evaluate information on FSE compliance; identify violations;select appropriate enforcement action; establish time frames for implementation; and resolve noncompliance in a timely, fair and consistent manner. The discharge of FOG to the sewer system from FSEs will be effectively controlled through the FOG Control Program by: Administering an extensive permitting program to regulate wastewater discharges from FSEs; Tracking compliance through inspection of FSEs,reviewing Kitchen Best Management Practices(BMPs)and Grease Interceptor Maintenance Practices, and monitoring wastewater discharges; Evaluating and screening the results of inspection and reports to identify violations; Consistently responding to all types of violations to ensure long-term compliance; and Requiring FSEs,when applicable,to pretreat wastewater to reduce FOG prior to discharge to the sewer system. FOG Control Program 1 BASIS FOR Pursuing an Equitable FOG Control Program DEVELOPING FOG CONTROL PROGRAM A good FOG Control Program should consistently succeed in keeping FOG discharges below acceptable levels to protect wastewater collection systems from Gagging and causing sanitary system overflows (SSOs). Since the problem is caused significantly by FSEs discharging FOG, FSEs share a major responsibility for the consequences of their FOG discharges. It is OCSD's objective to develop and implement a FOG Control Program that is equitable by: Requiring all FSEs to reduce the level of their FOG discharge through implementation of Best Management Practices (BMPs) and installation of appropriate/adequate grease interceptor/FOG control device, among other requirements necessary for an effective FOG control Establishing specific permit requirements for reducing FOG discharges by considering the quantity of FOG generated by the FSE and its potential impact to the collection system; establishing requirements that are effective to achieve the desired environmental results while considering costs incurred by FSEs, considering requirements with sound technical basis; establishing practical requirements tailored individually to each FSE based on established criteria versus a"one size fits all"set of requirements Establishing basic user fees and any additional user fees that may be imposed for discharges above acceptable levels to recover costs of additional maintenance required beyond normal; imposing mitigation fees for FSEs where installation of adequate grease interceptor/FOG control device is not feasible Recovering cost of FOG Control Program, which includes inspections, sampling, program administration and maintenance,educational outreach,etc. Implementing a FOG Control Program that addresses all FSEs that are sources of FOG and is consistent among all FSEs. Sewer blockages are largely dependent on the quantity of FOG being discharged from FSEs, but are also dependent on other factors such as the size of the sewer line, pipe material, number of dischargers to the line, type of dischargers, topography (slope), age and condition of the sewer lines, etc. Sewer conditions contributing to blockages can be corrected by the sewer agency; however, any capital improvement will take a longer time to implement. Although more frequent sewer cleaning and maintenance is one of the solutions, a balance between the frequency of cleaning and the public cost involved must also be maintained. In the interest of protecting public health, the immediate burden is placed on significant FOG dischargers (FSEs)to control and reduce their FOG discharges in conjunction with a practical sewer cleaning and maintenance schedule by the sewer agency, while capital improvements of the collections facilities are undertaken. FOG Control Program 2 FOG Control Essentials There are two essential elements for effectively controlling the discharge of FOG: Pretreatment through installation, operation, and maintenance of a properly designed and adequately sized grease interceptor. The use of a property maintained grease interceptor has been shown to be the most effective conventional FOG control technology. However, because of space restrictions and/or cost-prohibitive retrofits for existing FSEs, its implementation becomes a complicated issue. While other FOG control devices may be used when the installation of a grease interceptor is not feasible, an evaluation must be conducted to ensure that its efficacy is, at least, equivalent to that of a grease interceptor. Implementation of Best Management Practices (BMPs). BMPs are practical measures that when implemented will significantly reduce the quantities of FOG released from FSEs. When practiced consistently, BMPs help reduce FOG loading on the grease interceptor/FOG control device. As a result, the performance of the grease interceptor/FOG control device is optimized and improved, with its maintenance frequency reduced, as well. BMPS include proper grease disposal and handling and proper kitchen practices for minimizing the discharge of FOG at the source. OCSD will implement the above as basic general requirements, among other requirements that will facilitate enforcement of these essentials. When appropriate, deviation from the pretreatment requirement will be considered, to apply practicality while maintaining consistency. Considerations for Developing OCSD's FOG Control Program OCSD's long-term FOG Control Program will consist of full implementation of the essential requirements as discussed above to all new and existing FSEs. Although it is ideal to require all FSEs to install adequate grease interceptors or equivalent FOG control devices, considerations should be made for existing FSEs. Existing FSEs may have not been required to install an approved grease interceptor when they first began operations, and therefore, it is anticipated that retrofitting problems will be encountered. Because of this, it is an extremely difficult and complex issue to initially deal with all dischargers on an equitable and consistent basis and, at the same time, immediately accomplish the ideal environmental improvement required. Clearly, there is a need for an interim program that will evolve and mature towards the ideal goal. Initially, this will involve a compromise between approaching the desired environmental results and impending priorities, while being Flexible and practical in implementing the FOG Control Program 3 immediate requirements for controlling significant FOG discharges. OCSD will implement an interim FOG Control Program, which will occur during the first three years of its inception. During this period, existing F$Es that meet established criteria may be allowed to operate without a grease interceptor or equivalent FOG control device. This is a delay in implementation (conditional stay) to allow flexibility for existing FSEs to plan and schedule the required retrofit within a three-year period. The interim program will focus particularly on the implementation of requirements that will result in the most significant environmental improvements, gradually maturing and progressing towards the ideal (long-term) program to achieve the desired environmental results. Public costs will be incurred for high frequency cleaning of the local sewers until the FOG control devices are installed by FSEs. Practical Considerations for Establishing Requirements for FOG Control: Balancing Cost and Benefits The interim FOG Control Program policies to be developed should facilitate the maximum beneficial public use of the sewer system while at the same time preventing blockages of the sewer system resulting from discharges of FOG. The primary and bottom line concern for all FSEs is the cost of installing an effective FOG control device and the cost associated with its operation and maintenance. While it is ideal for every FSE to have an adequate grease interceptor or equivalent FOG control device, it is important to weigh the costs and the benefits. This is certainly a major consideration specifically for existing FSEs that were not required to install an approved grease interceptor or FOG control device when they first began operations, but now may be subjected to cost-prohibitive retrofits. Current FOG pretreatment technology typically takes the form of grease traps or grease interceptors. The grease trap is a smaller grease handling device found in the kitchen area of the FSE, while a grease interceptor is usually a large, in-ground, usually concrete, tankage found outside the facility. Due to their small size, grease traps need to be emptied more often than grease interceptors to be effective. Grease traps have very limited effect and should,therefore, be used to reduce FOG loading on grease interceptors. A properly designed grease interceptor is a proven and effective FOG collection device when properly maintained and is considered the Best Conventional Technology (BCT) for FOG control. For this reason, the installation of a grease interceptor is an ideal requirement for all FSEs to minimize FOG discharges to the sewer. The cost to purchase and install a medium-sized interceptor(1500 gallons)for a new FSE is approximately$8,000;for a retrofit in an existing FSE,the cost ranges from$10,000 to$15,000. In maintaining a balance between cost and benefit, the ideal requirement for all FSEs to have an adequate FOG separation and removal device in the form of a grease interceptor is a long-term goal, and will occur after the first three years from FOG Control Progmm 4 the initial implementation of the program. Therefore,the initial thrust of the program should focus on prioritization and identification of FSEs for which the full requirements for a grease interceptor will be implemented. Immediate implementation of a "one size fits all" requirement for installation of grease interceptors is impractical; therefore, the extent of requirements to be implemented should vary for each FSE based on a practical approach that considers cost, and benefit. Immediate implementation of the grease interceptor requirement for existing FSEs that have significant impacts on sewer blockages may entail a high cost but the environmental benefits derived are significant. Delaying this requirement for existing FSEs that have considerably low impact will be a lesser priority and will allow FSEs to comply within a reasonable amount of time. In developing the FOG Control Program, the following considerations are taken into account and serve as the basis for developing policies. Requirements for Installation of Grease Interceptors Existing FSEs For existing FSEs, the initial approach should consist of prioritization to require full installation of adequate grease interceptors for those facilities that are discharging to sewer lines known to be the source of SSOs or sewer lines where frequent cleaning is required.This is a"site specific prioritization"based on specific locations where the sewer lines have been identified as "hot spots". Because there are potentials for developing new hot spots, a preventive approach is also necessary. The approach should not be restricted to site specific prioritization but should also be extended to prioritization based on the amount or quantity of FOG generation from any ESE, as indicated by the nature and magnitude of the operation. Based on this method of prioritization, the cost impact for those FSEs that are affected is balanced by the apparent immediate benefit of preventing blockages and sewer spills where it is a real concern. Conditional waivers to install grease interceptors may be granted to FSEs that are able to demonstrate that their FOG discharge is insignificant and has no impact to the sewer system. This conditional waiver may also be granted to existing FSEs during the three-year period of conditional stay. A conditional variance to allow alternative pretreatment technology in lieu of a grease interceptor, but equivalent in performance and effectiveness, may also be granted to FSEs demonstrating that the installation of a grease interceptor is not feasible. When a conditional variance cannot be granted, a Waiver with a Grease Disposal Mitigation Fee may be allowed. The fee will be used to recover the additional cost of maintenance and cleaning associated with the elevated FOG discharge due to the FSE's inability to install the required grease interceptor or equivalent FOG control device. The Grease Disposal Mitigation Fee should be established such that FSEs do not get an economic advantage for opting to pay the mitigation fee rather than installing the grease interceptor.Therefore, it should, at a minimum, be equivalent to the cost of installing FOG Control Program 5 a new grease interceptor and associated costs for cleaning and maintenance. New FSEs For new FSEs, it is expected that the full requirement to install a grease interceptor will be implemented, since there is a full opportunity to plan for the new installation with the cost component being part of the facility's initial capital investment. Because FSEs conducting a major remodeling have a similar opportunity, the same requirement for new FSEs should be implemented. Details of the criteria for defining remodeling should be addressed by the Ordinance. Requirements for Implementation of BMPs In addition to pretreatment, another basic component of the FOG control program is the application of BMPs to control generation of FOG from the source. At a minimum, all FSEs should be required to implement enforceable BMPs.Acceptable BMPs should be defined in the policy. Regulatory Considerations Use of Numerical Limits for Controlling FOG Discharge Numerical effluent limits have been used traditionally as a tool for monitoring discharges for most of the pollutants. When federal limits have not been defned, local limits that are technically based are developed. In the case of FOG where no federal limit has been defined, a local limit is necessary. However, because of difficulties associated in establishing a technically based limit for FOG at this time, alternative methods for controlling FOG discharges that are also effective will be adopted until such time that a technically based FOG limit can be established. As discussed in the following sections, OCSD will implement alternative methods for monitoring FOG discharges from FSEs that will primarily focus on establishing performance standards, action levels as indicated by the depth of solids/FOG build- up in the existing interceptor, and procedures for visual inspection of FOG build-up through CCTV. Use of Performance Standards for Regulating FSEs 1. BMP Performance Standards - The ability of FSEs to consistently implement BMPs is an important aspect of the FOG control program. The effectiveness of the efforts of FSEs to reduce their FOG discharges could have been easily determined if the actual discharge level can be compared to an established numerical limit (pretreatment standard). In the absence of a FOG numerical FOG Control Progrem 6 limit, however, establishing performance standards based on consistent implementation of enforceable BMPs can be utilized. This means that compliance evaluations will be based on the FSEs' ability to meet established performance standards for consistently implementing BMPs. As an example, specific minimum BMPs will be required for each FSE,as specified in its permit, which will be enforced. OCSD will monitor FSEs' compliance by requiring periodic submittal of BMP implementation status reports (signed by the responsible officer under penalty of perjury)and verifying submitted information through inspections. Depending on available resources, OCSD will have the flexibility to conduct thorough verification or spot checking of BMPs.Appropriate enforcement procedures will be implemented when FSEs fail to comply with the requirement. 2. Maintenance Performance Standards— Like the BMP Performance Standards, establishing Performance Standards for ensuring proper maintenance of the grease interceptor/FOG control device is also important. This ensures that FSEs adhere to the established maintenance schedule. Compliance can be monitored by implementing a notification requirement whenever maintenance is performed in accordance with a predetermined schedule (performance standard). This information may also be verified through wastehaulers. Notice of Violations may be issued when an FSE fails to comply with the required maintenance schedule and/or notification requirement. Use of Grease Interceptor Liquid Depth as an Action Level for Controlling FOG Pass-through For FSEs with grease interceptors, an alternative indicator that can be used to evaluate compliance with the required pretreatment equipment maintenance is by measuring the level of solids and FOG accumulation in the grease interceptors. Excessive levels of FOG and solids accumulation in grease interceptors diminishes removal efficiency, eventually resulting in FOG passing through the equipment and discharged to the sewer. Therefore, establishing an interceptor liquid depth action level will provide another method for controlling FOG discharges. Based on a minimum allowable liquid level established as a performance standard, compliance monitoring and evaluation may be conducted by measuring the sludge height using a sludge judge or an electronic height measuring device to obtain the solid-free liquid level. It is suggested to establish the sludge height performance standard based on the 25% rule which requires that grease interceptors be pumped-in-full when the total accumulation of surface FOG (including floating solids) and settled solids reaches 25%of the grease interceptors overall liquid depth. This provides an alternative method for controlling the amount of FOG discharge other than actual measurements of effluent concentration. With the use of an interceptor liquid depth action level, compliance can be monitored and enforcement actions, which may include escalation of interceptor maintenance frequency, may be imposed. FOG Control Program 7 Use of Visual Observations of FSEs'lateral for Requiring Grease Interceptors Visual observation of the FSE's lateral is the most accurate indicator of a facility's impact as a result of discharging FOG at significant levels that cause sewer blockage. This can also be used to establish action levels that would trigger the requirement for installation of grease interceptor.While this is accurate, it entails the use of CCTV at the public's expense to actually get a photograph or video of the FOG accumulation in the laterals and downstream. Depending on the availability of resources, this monitoring method can prove to be useful in controlling FOG discharge. There are occasions, however, when a clean lateral may not necessarily represent the absence of FOG discharge. The use of additives or discharge of solvents that emulsify grease can camouflage a significantly high FOG discharge. Issuance of Waiver for Interceptor Requirement During the Three-year Conditional Stay for Existing FSEs As discussed above, the requirement for all FSEs to have a grease interceptor is an ideal requirement that would most likely result in the maximum removal of grease prior to discharge to the sewer. However, based on the considerations mentioned above for existing FSEs and the need to balance cost versus benefit, the interim FOG control program for requiring grease interceptor will initially focus on FSEs which have significant impact to the sewer system. This does not mean, however, that the rest of the FSEs are exempt from the requirement. Since the long-term goal is to eventually have all FSEs install an adequate grease interceptor, the requirement should remain but held in abeyance through a waiver. From the implementation standpoint, it is more effective to impose the requirements on all pennittees right at the beginning and issue/revoke conditional waivers as needed than do the opposite. As changes in FSE operations impacting FOG discharge are encountered such as business expansion, waivers may be revoked. Revocation of waivers will be driven by changes in the criteria for issuing the waiver, in response to a more stringent requirement to further control FOG due to continuing SSOs and imminent threat to public health. The criteria for issuing waivers will be set under OCSD's policy and waivers issued will be reviewed for re- issuance based on a specific frequency that will be established in the FOG Control Policies.The criteria for waiver issuance to existing FSEs may include: Average daily FOG discharge less than prevailing FOG action level Location of FSE is not considered a hot spot Satisfactory compliance with required BMPs Compliance with all permit requirements and prohibitions Absence of indicators that the FSE's FOG discharge has significant impact to the sewer FOG Control Progrem 8 Technical Considerations Interceptor Sizing Consideration Currently, there are different methods available for sizing grease interceptors. The sizes will vary considerably depending on the method used. It is suggested that until an acceptable sizing method is adopted, the use of the Uniform Plumbing Code (UPC)formula should be used. Although this may result in a larger interceptor, it is conservative and is universally accepted. Deriving a new formula that is technically justified will require a considerable amount of research and study, which should include obtaining data for the local condition. A minimum size interceptor should be established; 750 gallons minimum volume is recommended. Interceptor sizes from 375 to 750 gallons should require the minimum volume of 750 gallons. 375 gallons is recommended as a de minimis value for requiring interceptors; i.e., installation requiring less than 375 gal may be exempt. When the UPC sizing calculation exceeds 1000 gallons, the calculation should be compared with other formulas to ensure that the interceptor is not oversized. Engineering judgment should be used when there are large discrepancies by also considering other factors such as menu, frequency of use of drainage fixture units, etc., to determine the final size of the interceptor. Determining Interceptor Cleaning Frequency The cleaning frequency should depend upon the FSEs' type of operation and is, therefore, expected to vary. The frequency for cleaning interceptors is affected by a lot of factors and varies from FSE to FSE. Although frequent grease interceptor cleaning is desirable, a balance between cost and benefit should be maintained. Because this is an important issue for FSEs due to the cost involved, as well as for OCSD as it affects the success of the FOG control program, it is very important to establish a cleaning frequency requirement that is practical and effective. Therefore, this issue must be addressed appropriately. The use of a "one size fits all" cleaning frequency may seem very easy to manage from the regulatory standpoint, but can be either impractical and/or cost prohibitive for some FSEs or too lax for other FSEs. Specifying a cleaning frequency for each FSE that reflects a representative time when cleaning is actually needed is ideal but the determination for establishing frequency may be more involved. The following procedure will be used for establishing required cleaning frequency: 1. Grease interceptors should be pumped out (pumped-in-full) and cleaned at a frequency such that the combined FOG and solids accumulation does not exceed 25%of the total liquid depth of the grease interceptor. This is to ensure that the minimum hydraulic retention time and required available volume is maintained to effectively intercept and retain FOG discharged to the sewer system. 2. Grease interceptors should be pumped out and cleaned quarterly when the FOG Control Program 9 frequency described in (1) has not been established. This standard default cleaning frequency was established based on the most common or typical frequency found to be effective for most FSEs. This frequency is used only for the purpose of establishing a default cleaning frequency initially, but will be changed accordingly to reflect a more representative frequency based on actual data. The maintenance frequency shall be adjusted when sufficient data have been obtained to establish an average frequency based on the requirements described in (1) and guidelines in the FOG Control Policies. OCSD may change the maintenance frequency at any time to reflect changes in actual operating conditions in accordance with the FOG Control Policies. Based on the actual generation of FOG from the FSE, the maintenance frequency may increase or decrease. 3. FSEs may submit a request to change the maintenance frequency at any time. The FSE has the burden of responsibility to demonstrate that the requested change in frequency reflects actual operating conditions based on the average FOG accumulation over time and meets the requirements described in (1), and that it is in full compliance with the conditions of its permit and the Ordinance. Upon determination by the FOG Control Program Manager that requested revision is justified, the permit will be revised accordingly to reflect the change in maintenance frequency. 4. All FSEs with a grease interceptor will be required to maintain their grease interceptor at least every 6 months. Routine inspection to monitor liquid depth to verify the FSE's ability to maintain liquid depth above the action level will serve as a check whether cleaning frequencies previously established are still applicable or need to be re-adjusted. FOG Control Progmm 10 BASIC Backbone Requirements REQUIREMENTS OF THE FOG CONTROL The following diagram depicts the flowchart for determining the basic requirements PROGRAM that will be specified in the permit for the interim FOG Control Program(first three years of implementation): START New Existing New or Existing FSE? Yes Located in Hot Spot? No Yes OG Discharge has,,,, reasonable potential to impact sewer? No Require Grease Issue Waiver for Interceptor Grease Intercepto Requirement Require Entoroeable Kitchen BMPs By the end of the three-year interim period, all existing FSEs are expected to have installed grease interceptors unless a waiver is obtained. FOG Control Program 11 Permit Requirements 1. FOG Wastewater Discharge Permit Required. All FSEs shall be required to obtain a permit and pay the associated permit processing fee. Permit duration is four years. FSEs shall apply for renewal prior to permit expiration as specified in the Permit. Permits are non-transferable. 2. BMPs Required. Permittees shall implement enforceable kitchen BMPs as a standard basic requirement. BMP Implementation Status Reports shall be submitted to OCSD periodically as specified in the permit in order to monitor continuous and routine implementation of BMPs. 3. FOG Pretreatment Required. FSEs are required to install, operate and maintain an approved type and adequately sized grease interceptor fixtures, equipment, and drain lines located in the food preparation and clean up areas of FSEs that are sources of FOG discharges shall be connected to the grease interceptor. A. New FSEs New FSEs shall install grease interceptors prior to commencing discharge of wastewater to the sewer system. B. Existing FSEs For existing FSEs, the requirement to install and to property operate and maintain a grease interceptor may be conditionally stayed, that is, delayed in its implementation by the FOG Control Manager for a maximum period of three years from the effective date of this Ordinance (3-year Amortization Period). Terms and conditions for application of a stay to an FSE shall be set forth in the permit. Existing FSEs that have reasonable potential to adversely impact the sewer system or have sewer laterals connected to hot spots, as determined by the FOG Control Program Manager, shall install grease interceptors. Existing FSEs undergoing remodeling or a change in operation as defined in the Ordinance, or FSEs which change ownership, shall be required to install a grease interceptor. FOG Control Program 12 Issuance of Variance and Waivers 1. Variance from Grease Interceptor Requirements A variance to allow alternative pretreatment technology that is, at least, equally effective in controlling the FOG discharge in lieu of a grease interceptor may be granted to FSEs demonstrating that it is impossible or impracticable to install, operate or maintain a grease interceptor. The FOG Control Program Managers determination to grant a variance will be based upon, but not limited to, evaluation of the following conditions: There is no adequate space for installation and/or maintenance of a grease interceptor. There is no adequate slope for gravity flow between kitchen plumbing fixtures and the grease interceptor and/or between the grease interceptor and the private collection lines or the public sewer. The FSE can justify that the alternative pretreatment technology is equivalent or better than a grease interceptor in controlling its FOG discharge. In addition, the FSE must be able to demonstrate, after installation of the proposed alternative pretreatment, its effectiveness to control FOG discharge through downstream visual monitoring (CCTV) of the sewer system,for at least three months, at its own expense.A Variance may be granted if the results show no apparent accumulation of FOG in its lateral and/or tributary downstream sewer lines. 2. Conditional Waiver from Installation of Grease Interceptor A conditional waiver from installation of a grease interceptor may be granted for FSEs that have been determined to have negligible FOG discharge and insignificant impact to the sewer system. The FOG Control Program Manager's determination to grant or revoke a conditional waiver shall be based upon, but not limited to, evaluation of the following conditions: Quantity of FOG discharge as measured or as indicated by the size of FSE based on seating capacity, number of meals served menu,water usage,etc. Adequacy of implementation of BMPs and compliance history Sewer size,grade, condition based on visual information(CCTV), FOG deposition in the sewer by the FSE,and history of maintenance and blockages/sewage spills in the receiving sewer system FOG Control Program 13 Changes in operation that significantly affects FOG discharge Any other condition deemed appropriate by the FOG Control Program Manager 3. Waiver from Grease Interceptor Installation with a Grease Disposal Mitigation Fee For FSEs where the installation of grease interceptor is not feasible and no equivalent alternative pretreatment can be installed, a waiver from the grease interceptor requirement may be granted with the imposition of a Grease Disposal Mitigation Fee as described in the Ordinance. The FOG Control Program Manager's determination to grant the waiver with a Grease Disposal Mitigation Fee will be based upon, but not limited to, evaluation of the following conditions: There is no adequate space for installation and/or maintenance of a grease interceptor. There is no adequate slope for gravity flow between kitchen plumbing fixtures and the grease interceptor and/or between the grease interceptor and the private collection lines or the public sewer. A variance from grease interceptor installation to allow alternative pretreatment technology cannot be granted. 4. Application for Waiver or Variance of Requirement for Grease Interceptor An FSE may submit an application for waiver or variance from the grease interceptor requirement to the FOG Control Program Manager. The FSE bears the burden of demonstrating, to the FOG Control Program Manager's satisfaction, that the installation of a grease interceptor is not feasible or applicable. Upon determination by the FOG Control Program Manager that reasons are sufficient to justify a variance or waiver, the permit will be issued or revised to include the variance or waiver and relieve the FSE from the requirement. Terms and conditions for issuance of a variance to an FSE shall be set forth in the permit. A waiver or variance may be revoked at any time when any of the terms and conditions for its issuance is no longer satisfied. FOG Control Progmm 14 Prohibitions The following prohibitions shall apply to all FSEs: 1. Installation of food grinders in the plumbing system of new FSEs shall be prohibited. Furthermore, all food grinders shall be removed from all existing FSEs within 180 days of the effective date of the Ordinance, except when expressly allowed by the FOG Control Program Manager. 2. Introduction of any additives into an FSE's wastewater system for the purpose of emulsifying FOG is prohibited, unless a specific written authorization from the FOG Control Program Manager is obtained. 3. Disposal of waste cooking oil into drainage pipes is prohibited. All waste cooking oils shall be collected and stored properly in receptacles such as barrels or drums for recycling by the FSE. 4. Discharge of wastewater from dishwashers to any grease trap or grease interceptor is prohibited. S. Discharge of wastewater with temperatures in excess of 140°F to any FOG control device, including grease traps and grease interceptors, is prohibited. 6. The use of biological additives for grease remediation or as a supplement to interceptor maintenance, without prior authorization from the FOG Control Program Manager, is prohibited. 7. Discharge of wastes from toilets, urinals, wash basins, and other fixtures containing fecal materials to sewer lines intended for grease interceptor service is prohibited. 8. Discharge of any waste including FOG and solid materials removed from the FOG control device to the sewer system is prohibited. Materials removed from grease interceptors shall be wastehauled periodically as part of the operation and maintenance requirements. Facilities Requirements 1. Grease Interceptor Requirements Any FSE required to pretreat shall install, operate, and maintain an approved type and adequately sized grease interceptor necessary to FOG Control Program 15 maintain compliance with the objectives of the Ordinance. Grease interceptor sizing and installation shall conform to the current edition of the Uniform Plumbing Code. Grease interceptors shall be constructed in accordance with the design approved by the FOG Control Manager and shall have a minimum of two compartments with fittings designed for grease retention. The grease interceptor shall be installed at a location where it shall be at all times easily accessible for inspection, cleaning, and removal of accumulated materials. Access manholes, with a minimum diameter of 24 inches, shall be provided over each grease interceptor chamber and sanitary tee. The access manholes shall extend at least to finished grade and be designed and maintained to prevent water inflow or infiltration. The manholes shall also have readily removable covers to facilitate inspection,grease removal,and wastewater sampling activities. 2. Grease Trap Requirements FSEs may be required to install grease traps in the waste line leading from drains, sink, and other fixtures or equipment where grease may be introduced into the sewer system in quantities that can cause blockage. Sizing and installation of grease traps shall conform to the current edition of the Uniform Plumbing Code. Grease traps shall be maintained in efficient operating conditions by removing accumulated grease on a daily basis. Grease traps shall be maintained free of all food residues and any FOG waste removed during the cleaning and scraping process. Grease traps shall be inspected periodically to check for leaking seams and pipes, and for effective operation of the baffles and flow regulating device. Grease traps and their baffles shall be maintained free of all caked-on FOG and waste. Removable baffles shall be removed and cleaned during the maintenance process. Dishwashers and food waste disposal unit shall not be connected to or discharge into any grease trap. FOG Control Progmm 16 3. Monitoring Facilities Requirements FSEs may be required to construct and maintain in proper operating condition at the FSEs' sole expense, flow monitoring, constituent monitoring and/or sampling facilities. 4. Requirements for Best Management Practices All FSEs shall be required, at a minimum, to comply with the following BMPs,when applicable: Installation of drain screens. Drain screens shall be installed on all drainage pipes in food preparation areas. Segregation and collection of waste cooking oil. All waste cooking oil shall be collected and stored properly in recycling receptacles such as barrels or drums. Such recycling receptacles shall be maintained properly to ensure they do not leak. Licensed haulers or an approved recycling facility must be used to dispose of waste cooking oil. Disposal of food waste. All food waste shall be disposed of directly into the trash or garbage, and not in sinks. Employee training. Employees of the FSE shall be trained within 180 days of the effective date of the Ordinance, and twice each calendar year thereafter, on the following subjects: • How to "dry wipe' pots, pans, dishware and work areas before washing to remove grease. • How to properly dispose of food waste and solids in enclosed plastic bags prior to disposal in trash bins or containers to prevent leaking and odors. • The location and use of absorption products to clean under fryer baskets and other locations where grease may be spilled or dripped. • How to properly dispose of grease or oils from cooking equipment into a grease receptacle such as a barrel or drum without spilling. Training shall be documented and employee signatures retained indicating each employee's attendance and understanding of the practices reviewed. Training records shall be available for review at any reasonable time OCSD or other authorized inspector. FOG Control Program 17 Maintenance of kitchen exhaust filters. Filters shall be cleaned as frequently as necessary to be maintained in good operating condition. The wastewater generated from cleaning the exhaust filter shall be disposed property. Kitchen Signage. Best management and waste minimization practices shall be posted conspicuously in the food preparation and dishwashing areas at all times. 5. Grease Interceptor Maintenance Requirements Grease Interceptors shall be maintained in efficient operating condition by periodic removal of the full content of the interceptor which includes wastewater, accumulated FOG,floating materials, sludge and solids. All existing and newly installed grease interceptors shall be maintained in a manner consistent with a maintenance frequency specified in the permit. No FOG that has accumulated in a grease interceptor shall be allowed to pass into any sewer lateral, sewer system, stone drain, or public right of way during maintenance activities. FSEs with grease interceptors may be required to submit data and information necessary to establish the maintenance frequency grease interceptors. Record-keeping and Reporting Requirements FSEs shall be required to keep records and submit or make available for review,the following documents to OCSD,upon request: 1. A logbook of grease interceptor or grease trap cleaning and maintenance practices and BMPs implemented. 2. Copies of records and manifests of hauled waste FOG or hauled interceptor wastewater. 3. Periodic BMP Reports and Grease Interceptor Maintenance Reports as specified in the permit. 4. Any required self-monitoring reports or sampling data as specified in the permit. 5. Any other information deemed appropriate by the FOG Control Manager, FOG Control Progmm 18 APPENDIX G2 OCHCA Inspection Agreement Revision Date Revision Date No. Updated No. Updated 0 11/21/05 4 1 5 2 6 3 7 I AGREEMENT FOR PROVISION OF 2 ENVIRONMENTAL HEALTH SERVICES 3 BETWEEN 4 COUNTY OF ORANGE 5 AND 6 ORANGE COUNTY SANITATION DISTRICT 7 8 THIS AGREEMENT entered into this 101h day of January 2006, which date is enumerated for 9 purposes of reference only, is by and between the COUNTY OF ORANGE , a political subdivision of 10 the State of California (COUNTY) and ORANGE COUNTY SANITATION DISTRICT, a special 11 district of the State of California(DISTRICT) 12 13 WITNESSETH: 14 15 WHEREAS, the California Regional Water Quality Control Board-Santa Ana Region, Region 8 16 ("RB8") has adopted Order No. R8-2002-0014, General Waste Discharge Requirements (the "Order"), 17 requiring cities and local wastewater agencies within its jurisdiction in northern and central Orange 18 County to develop site-specific sewer system management plans to reduce sewer system overflows 19 ("SSOs"); 20 21 WHEREAS, the Order names OCSD as one of 31 Co-Permittees and as a facilitator agency to assist 22 in obtaining regional compliance with the Order by Co-Per mittees. The Co-Per mittees include 16 cities 23 and 13 local wastewater agencies, including 2 existing military bases, that provide sewer service in 24 northern and central Orange County(although the City of Los Alamitos is named in the Order, the RB8 25 is expected to remove it from the Order because it does not provide sewer service in its jurisdiction; 26 sewer service in Los Alamitos is provided by the Rossmoor-Los Alamitos Area Sewer District, a Co- 27 Pern ittee); 28 29 WHEREAS, the Co-Permittees are individually required by the Order to develop a Sewer System 30 Management Plan to provide the framework as well as specific management guidance to prevent, 31 control, mitigate, track, and report sewer spills including, but not limited to, funding, staffing, training 32 plans,and enforcement of site-specific Fats, Oils,and Grease(FOG)Control Programs when indicated; 33 34 WHEREAS, DISTRICT and Co-Permittees have established their own FOG Control Programs 35 applicable to food service establishments to comply with the Order; 36 37 // I WHEREAS, the FOG Control Programs of most Co-Permittees closely follow the FOG Control 2 Program adopted by DISTRICT pursuant to DISTRICT's model FOG Control Ordinance; 3 4 WHEREAS, COUNTY serves as the Health Officer of the Cities within COUNTY, and contracts to 5 provide Environmental Health Services to the Cities, including inspections of food service 6 establishments; 7 8 WHEREAS, DISTRICT is the local sewer agency for County of Orange Unincorporated Area 7 9 north of the City of Tustin and the DISTRICT owned and operated parts of City of Tustin, and other 10 areas where parcels may be directly connected to the DISTRICT's regional collection system, and 11 wishes to contract with COUNTY for the provision of food service establishment inspection services 12 described herein; 13 14 WHEREAS, DISTRICT is coordinating the extension of such Kitchen Best Management Practices 15 (BMPs) screening inspection services to food service establishments within the jurisdiction of Co- 16 Permittees who wish to participate in a jointly coordinated effort to implement the RB8 Order and 17 monitor and control SSOs; and 18 19 WHEREAS, COUNTY is agreeable to the rendering of such services on the terms and conditions 20 hereinafter set forth with DISTRICT acting as the lead contracting agency for the participating Co- 21 Permittees: 22 23 NOW,THEREFORE, IT IS MUTUALLY AGREED AS FOLLOWS: 24 25 26 27 28 29 // 30 31 32 33 // 34 35 36 37 2of9 FOG AgreemrnHbetwern Emironmrnml He.M Services and Orenge C.t,Sanitafi.Di,md I CONTENTS 2 PARAGRAPH PAGE 3 I. Alteration of Terms.................................................................................................................. 4 4 B. Indemnification........................................................................................................................ 4 5 111. Notices...................................................................................................................................... 4 6 N. Payments................................................................................................................................... 5 7 V. Services..................................................................................................................................... 5 8 VI. Severability............................................................................................................................... 6 9 VB. Status of County....................................................................................................................... 6 10 VIII. Term......................................................................................................................................... 7 11 IX. Termination.............................................................................................................................. 7 12 X. Waiver of Default or Breach.................................................................................................... 8 13 Signature Page.......................................................................................................................... 9 14 15 EXHIBIT A 16 I. Field Functions......................................................................................................................... l 17 B. Administrative Functions......................................................................................................... 1 18 I1I. Training.................................................................................................................................... 2 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 3 of 9 FOG AgreemrnHbetwern Fmironmrnml He.M Services and Orange C.ty Sanitafi.Dms d 1 I. ALTERATION OF TERMS 2 This Agreement,together with Exhibit A attached hereto and incorporated herein by reference fully 3 expresses all understanding of COUNTY and DISTRICT with respect to the subject matter of this 4 Agreement, and shall constitute the total Agreement between the parties for these purposes. No 5 addition to, or alteration of, the terms of this Agreement,whether written or verbal, shall be valid unless 6 made in writing and formally approved and executed by the parties. 7 8 II. INDEMNIFICATION 9 A. MUTUAL INDEMNIFICATION 10 1. Each party agrees to indemnify and hold harmless the other party, its officers, agents, and 11 employees from all liability, claims, losses, and demands, including defense costs, whether resulting 12 from court action or otherwise, arising out of the acts or omissions of the indemnifying party, its 13 officers, agents, or employees, or the condition of property used in the performance of this Agreement. 14 2. Each party agrees to provide the indemnifying party with written notification of any claim 15 within thirty (30) days of notice thereof, to allow the indemnifying party control over the defense and 16 settlement of the claim, and to cooperate with the indemnifying party in its defense. 17 B. THIRD-PARTY INDEMNIFICATION 18 1. Prior to COUNTY extending the services hereunder within the jurisdiction of any Co- 19 Permittee, DISTRICT in its coordination function shall first secure an indemnification agreement 20 identical in the scope and form provided for herein from each such Co-Perrnittee indemnifying 21 COUNTY from all liability, claims, losses, and demands, including defense costs, arising out of each 22 such Co-Permittee's acts or omissions in the performance of services provided for in this Agreement. 23 24 III. NOTICES 25 A. Unless otherwise specified, all notices, claims, correspondence, and/or reports authorized or 26 required by this Agreement shall be effective when: 27 1. Written and deposited in the United States mail, first class postage prepaid and addressed as 28 follows: 29 DISTRICT: General Manager 30 Orange County Sanitation District 31 P.O. Box 8127 32 Fountain Valley, CA 92728-8127 33 34 COUNTY: Director Health Care Agency 35 County of Orange Health Care Agency 36 405 W. 5t" Street, 7a'Floor 37 Santa Ana,CA 92701 4of9 FOG AgeemrnHbetwern Fmironmrnml HeaIN Services and O ,C.t,Sanitafi.Di,md 1 2. Accepted by U.S. Postal Service Express Mail, Federal Express, United Parcel Service, or 2 other expedited delivery service; or 3 3. Faxed, transmission confirmed. 4 B. Termination Notices shall be effective when written and deposited in the United States mail, 5 certified, return receipt requested; when faxed, transmission confirmed; or when accepted by U.S. Postal 6 Service Express Mail, Federal Express, United Parcel Service, or other expedited delivery service and 7 addressed as specified in subparagraph A. above. 8 C. For the purposes of this Agreement, any notice to be provided by COUNTY may be given by 9 Health Care Agency Director or his/her authorized representative. 10 11 IV. PAYMENTS 12 A. In consideration of the services provided hereunder, including services which may be extended 13 to participating Co-Permittees, DISTRICT agrees to pay COUNTY the fees or rates adopted by the 14 Orange County Board of Supervisors in effect at the time that such services were rendered. It is 15 understood by the parties that such fees and rates are only for the purpose of meeting COUNTY'S cost 16 associated with providing the services. 17 1. COUNTY shall invoice DISTRICT for such services quarterly and payment to COUNTY 18 should be released by DISTRICT no later than thirty (30) days after receipt of the invoice, unless 19 DISTRICT requests clarification or correction of the invoice within the same period. Failure of 20 DISTRICT to reimburse COUNTY may be considered a breach of the terms of this Agreement and may 21 result in termination of this Agreement. 22 2. COUNTY shall give DISTRICT a minimum of thirty (30) days notice of any change in fees 23 or rates adopted by the Orange County Board of Supervisors. 24 B. All fees or rates collected by COUNTY from DISTRICT shall be paid to and deposited in the 25 County Treasury and become property of COUNTY. 26 27 V. SERVICES 28 A. DISTRICT shall designate the Health Care Agency Director or his/her designee as an Inspector 29 under DISTRICT's FOG Control Program applicable to food service establishments. DISTRICT agrees 30 that the Health Care Agency Director or his/her designee, shall have all the powers and authority 31 associated with the position of Inspector within DISTRICT and shall, at no cost to COUNTY, have 32 access to any and all information and records as well as assistance from officers and employees of 33 DISTRICT necessary to perform services to be provided pursuant to this Agreement. Where the 34 services hereunder are to be extended to any participating Co-Permittee, DISTRICT shall in its 35 coordination function secure a similar designation and delegation of authority to the Health Care Agency 36 Director or his/her designee,by the participating Co-Permittee. 37 5of9 FOG AgeemrnHbetwern Emironmrnml HeaIN Services and O ,C.t,Sanitafi.Di,md I Furthermore, DISTRICT shall ensure that the participating Co-Permittees' FOG Control Programs are 2 substantially similar to DISTRICT's FOG Control Program to ensure uniformity among participating 3 agencies. 4 B. The Health Care Agency Director or his/her designee shall perform all environmental health 5 services as described in Exhibit A related to the implementation of DISTRICT's and participating Co- 6 Permittees' FOG Control Programs applicable to food service establishments. DISTRICT and 7 COUNTY may amend this Agreement, in writing, to reflect any additions or deletions of DISTRICT 8 ordinances to be implemented by the Health Care Agency Director or his/her designee. In the event of 9 such additions or deletions, DISTRICT shall in its coordination function ensure that each participating 10 Co-Permittee adopt similar additions or deletions to ensure uniformity among participating agencies. 11 1. It is agreed that nothing in this Agreement shall be construed as binding DISTRICT to 12 demand of COUNTY, or as requiring COUNTY to perform any particular number of inspections or 13 visits except for the annual inspection identified in Exhibit A. Services under this Agreement may be 14 denied to DISTRICT if the Health Care Agency Director or his/her designee determines that appropriate 15 personnel or other resources are unavailable or the Health Care Agency Director or his/her designee 16 does not have legal capacity to act or perform a particular function or functions. 17 2. COUNTY shall furnish all necessary labor, supervision, equipment, communication services, 18 facilities, and supplies necessary to perform the scope of work and level of services to be provided. 19 3. The Health Care Agency Director or his/her designee shall not perform any code enforcement 20 functions and shall not enforce any building code, electrical code, or plumbing code and shall not 21 enforce any vector control functions assumed by the Orange County Vector Control District for which 22 these functions are provided pursuant to an agreement with COUNTY dated December 17, 1974. 23 24 VI. SEVERABILITY 25 If a court of competent jurisdiction declares any provision of this Agreement or application thereof 26 to any person or circumstances to be invalid or if any provision of this Agreement contravenes any 27 Federal, State, or County statute, ordinance, or regulation,the remaining provisions of this Agreement or 28 the application thereof shall remain valid, in full force and effect, and to that extent the provisions of this 29 Agreement are severable. 30 31 VII. STATUS OF COUNTY 32 COUNTY shall be wholly responsible for the manner in which it performs the services required of it 33 by the terms of this Agreement. COUNTY is entirely responsible for compensating staff and consultants 34 employed by COUNTY. This Agreement shall not be construed as creating the relationship of employer 35 and employee, or principal and agent, between COUNTY and DISTRICT or any of COUNTY's 36 employees, agents, or subcontractors. COUNTY assumes exclusively the responsibility for the acts of 37 its employees, agents, or subcontractors as they relate to the services to be provided during the course 6of9 FOG AgeemrnHbetwern Emironmrnml He.M Services and O ,C.ty Sanitafi.Di,md I and scope of their employment. COUNTY, its employees, agents, or subcontractors shall not be entitled 2 to any rights or privileges of DISTRICT employees and shall not be considered in any manner to be 3 DISTRICT employees. Where the services hereunder are to be extended to any participating Co- 4 Permittee, DISTRICT shall in its coordination function secure a similar stipulation by the participating 5 Co-Permittee. 6 7 VIII. TERM 8 A. The term of this Agreement shall commence on January 10,2006, and shall remain in effect until 9 such time as it is terminated in accordance with the Termination Paragraph of this Agreement; provided, 10 however, the parties shall be obligated to perform such duties as would normally extend beyond this 11 term including, but not limited to, obligations with respect to confidentiality, indemnification, audits, 12 reporting, and accounting. 13 B. In the event of termination of this Agreement, the Health Care Agency Director or his/her 14 designee shall have no obligation to implement environmental health services as described in Exhibit A 15 of DISTRICT or of any participating Co-Permittee. Where the services hereunder are to be extended to 16 any participating Co-Permittee, DISTRICT shall in its coordination function secure a similar stipulation 17 by the participating Co-Permittee. 18 19 IX. TERMINATION 20 A. TERMINATION WITHOUT CAUSE 21 1. Either party may terminate this Agreement, without cause, upon no less than one hundred 22 eighty(180)days written notice given the other party. 23 B. TERMINATION FOR CAUSE 24 1. Either party may terminate this Agreement upon five (5) days written notice given the other, 25 if either party fails to perform any of the terms of this Agreement,provided the allegedly breaching party 26 has been given written notice of the alleged breach and has failed to cure the alleged breach within thirty 27 (30) days. 28 C. CONTINGENT FUNDING 29 1. Any obligation of COUNTY under this Agreement is contingent upon the following: 30 a) The continued availability of Federal, State, or COUNTY funds for reimbursement of 31 COUNTY's expenditures, and 32 b) Inclusion of sufficient funding for the services hereunder in the applicable budget 33 approved by the Board of Supervisors. 34 2. In the event such funding is subsequently reduced or terminated, COUNTY may terminate 35 this Agreement, or reduce or eliminate services,upon thirty(30) days written notice given DISTRICT. 36 37 7of9 FOG AgeemrnHbetwern Emironmrnml 11 a.M Services and O ,C.t,Sanitafi.Dntfid I D. NON-EXCLUSIVE RIGHTS The rights and remedies of either party provided in this 2 Termination paragraph shall not be exclusive and are in addition to any other rights and remedies 3 provided by law or under this Agreement. 4 5 X.WAIVER OF DEFAULT OR BREACH 6 Waiver of any default by either party shall not be considered a waiver of any subsequent default 7 Waiver of any breach by either party of any provision of this Agreement shall not be considered a waiver 8 of any subsequent breach. Waiver of any default or any breach by either party shall not be considered a 9 modification of the terms of this Agreement. 10 11 12 13 14 15 16 // 17 18 19 20 21 22 23 24 25 26 27 // 28 29 30 31 // 32 33 34 35 // 36 37 8of9 FOG AgreemrnHbetwern Fmironmrnml 11 a.M Services and Orenge C.ty Sanitafi.Di,md I IN WITNESS WHEREOF, the parties have executed this Agreement, in the County of Orange, 2 State of California. 3 4 ORANGE COUNTY SANITATION DISTRICT 5 6 7 BY: DATED: 8 9 TITLE: Chairperson 10 11 12 COUNTY OF ORANGE 13 14 15 BY: DATED: 16 CHAIRMAN OF THE BOARD OF SUPERVISORS 17 18 19 SIGNED AND CERTIFIED THAT A COPY 20 OF THIS DOCUMENT HAS BEEN DELIVERED 21 TO THE CHAIRMAN OF THE BOARD. 22 23 24 DATED: 25 DARLENE L BLOOM 26 Clerk of the Board of Supervisors 27 of Orange County,California 28 29 30 APPROVED AS TO FORM 31 OFFICE OF THE COUNTY COUNSEL 32 ORANGE COUNTY, CALIFORNIA 33 34 35 BY: DATED: 36 DEPUTY 37 9of9 FOG AgreemrnHbetwern Emironmrnml 11 a.M Services and Orenge C.ty Sanitafi.Di,md I EXHIBIT A 2 SERVICES TO BE PROVIDED BY 3 COUNTY OF ORANGE,HEALTH CARE AGENCY 4 FOOD PROTECTION PROGRAM 5 6 I. FIELD FUNCTIONS 7 Conduct one food service establishment FOG Control Program Kitchen BMP screening inspection 8 annually. Inspections will be conducted at those facilities identified in the COUNTY Food Protection 9 Program inventory as unpackaged food facilities. Environmental Health Specialists will report 10 observations of noncompliance to DISTRICT; no FOG sepwafion/containment/interceptor equipment 11 inspections, follow up inspections, enforcement actions, additional inspection information, or joint 12 inspections will be made or required. COUNTY will provide DISTRICT with the inventory(names and 13 addresses) of unpackaged food facilities. DISTRICT will provide COUNTY the jurisdictional 14 boundaries of the participating agencies and provide a listing of the inventoried unpackaged food 15 facilities within the boundaries of each participating agency. Kitchen Best Management Practices 16 (BMPs) screening inspections shall: 17 1. Verify the removal of garbage disposals 18 2. Verify the use of drain screens (sinks, floor sinks, floor drains) 19 3. Review fats, oils, and grease maintenance logs or manifests 20 4. Verify the presence of kitchen signage outlining proper grease disposal and dry scraping of 21 dishes 22 5. Verify the presence of Kitchen BMP Training records 23 6. Verify use of FOG recycling containers (yellow grease and proof of recycling records) 24 7. Provide education and outreach that will consist of disseminating literature provided by the 25 DISTRICT 26 8. Observe evidence of improper FOG disposal within the food service establishments 27 28 II.ADMINISTRATIVE FUNCTIONS 29 COUNTY will report Kitchen BMPs observations to one centralized location agreed to between 30 COUNTY and DISTRICT. COUNTY will revise the Food Facility Inspection Report by adding fields 31 pertaining to Kitchen BMPs observations. COUNTY will create a database query that identifies all the 32 unpackaged food facilities that received Kitchen BMPs screening inspection and transfer to the 33 DISTRICT annually. COUNTY will perform quality assurance on Kitchen BMP data prior to transfer to 34 DISTRICT. However, DISTRICT may periodically audit COUNTY's records to ensure that all the 35 appropriate data is being procured, processed, and transferred. Kitchen BMP screening inspection 36 observation data will be provided no later than the 15°h of the month following an inspection. COUNTY 37 will transfer screening inspection data electronically to DISTRICT or other mutually agreed upon 1 Of 2 EXHBITA FOG Agreentent bemeen Environmenul Health and Orange County sanitation District I mechanism. COUNTY will perform program evaluations periodically to ensure that each facility 2 requiring an inspection has received one within the specified time period and to review time values. 3 4 I11. TRAINING 5 COUNTY will create a training presentation for COUNTY Food Protection Program staff. 6 COUNTY will provide training to the COUNTY Food Protection Program staff on Kitchen BMP 7 screening inspections and allow DISTRICT and their program-related designees and contracted Co- b Permittees to observe. Refresher training will be left to the discretion of COUNTY. COUNTY will 9 incorporate Kitchen BMP screening components into the new Specialist-training program. 10 11 // 12 13 14 15 16 // 17 18 19 20 21 22 23 24 25 26 27 // 28 29 30 31 // 32 33 34 35 // 36 37 2 Of 2 EXHBITA FOG Agreennent bemeen Environmenul Health and Orange County sanitation District APPENDIX G3 Orange County Fog Program Survey and Contact List Revision Date Revision Date No. Updated No. Updated 0 12/19/11 4 1 5 2 6 3 7 Orange County Fog Program Survey o z Fz z w c "z y4"'� U a O U O O U H AGENCY F 6 W W T W z V tj o m wa O " O ,n w wC w U � z O w � Anandm x ✓ ✓ ✓ x ✓ ✓ ✓ ✓* Brea ✓ ✓ ✓ ✓ x x ✓ ✓ ✓# Buena Park ✓no-lk ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Costa Mesa Sanitary Diatdct ✓anmtal ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Cypress ✓annulI ✓ 1 ✓ x ✓ 1 x ✓ I ✓ ✓# Fountain Valley x ✓ ✓ ✓ x ✓ ✓ ✓ ✓* Fuuenon ✓annual ✓ ✓ ✓ ✓ x ✓ ✓ ✓* Ganden Grove x ✓ ✓ ✓ x x ✓ ✓ ✓ Huntington Beach x ✓ ✓ ✓ x Y ✓ ✓ ✓# Irvine See kvme Ranch Water District Irvine Band.Ware,District ✓no-Ee ✓ ✓ ✓ ✓ x ✓ ✓ ✓* La Habra - annual ✓ ✓ ✓ x ✓ ✓ ✓ ✓* La Pahna ✓ ✓ ✓ ✓ ✓ It ✓ ✓ ✓ Loa Alamitos ✓annul ✓ ✓ x ✓ x ✓ x ✓* Midway City Sanitary District x ✓ ✓ Y ✓ ✓ ✓ It x** g.i Newport Beach x ✓ ✓ A ✓ x ✓ ✓ ✓* orange x ✓ ✓ ✓ A ✓ ✓ x ✓* Orange County Sanitation al ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ District Placentia ✓annual ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓* Santa Ana xwaiuxr ✓ ✓ x ✓ ✓ ✓ ✓ ✓# Seal Beach ✓ ✓ ✓ x ✓ It ✓ ✓ ✓ Stanton ✓no-Ee ✓ ✓ x ✓ x ✓ ✓ ✓# Sunset Beach Sanitary District x ✓ ✓ x x ✓ ✓ It ✓* Tustin See Orange County Sanitation DishiA/Irvine Ranch Water District Villa Pack x x x x x ✓ x x ✓* Yorba Linda ✓annual ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓* Yorba Linda Water Disvlct ✓annual ✓ I ✓ ✓ x ✓ ✓ x ✓* *New FSE or remodel only. **Agency doesn't duplicate local city functions such as issuing building permits or plumbing code enforcement. FOG Control Program Contact List AGENCY CT��CT IL PHONE E-MA Anaheim Jonathan Heffeman 714-765-6903 Iheffemanfalanaheim.net (Contracts Specialist Brea Bden IngalWtera 71¢990-7672 briardncityofhreanet Assistant Pn ,m Buena Park Doug Bmdowski 71¢562-3652 dbtod..kt@buenapazk com Administrative Analyst) Costa Mesa Sanitary Rob Hamers 949-631-1731 rbhinc(dpacbelLnet District istrict En 'neer Cypress Goazo Vazquez 714-229-6762 gyaay4^(d e pmss.ea.ut (War uali Mav Steve H.. et Potmmin Valley 714593-4441 Breve.hauerwaas(dfounrainvalley.org nvironmenW Services AdmiNsnator FuBenon er ps ten 714.738-3350 bill.n i.f� II ry�y Sewer Suu erintendent Garden Grave AJ.Hohnon ]14741-5956 aih(al nm and Environmental Man tt _ d.guLen m e.ca. Huntington Beach Jun Mend 714-37¢1548 jmedd(dsurfip•_hhury nyi onmental S eciabst Irvine ;e Irvine Ranch Wier District Irvine Ranh Water District Soha Vazimia 949-453-5852 rNanairwd.cnm TOG Control Pto ect Mao La Habra Brian on; 562-905-9792 briatf(dlahabmcitycom Sewer Mav Is pahm Douglas Dumhan 714690-3322 ddowjasdaadWtdIao3Im�nro Commwti Develo ment Dueaor Rosemoor/Los Alamitos Susan Bell 562-431-2223 sewetdistrictfWaol co Sewer Distritt General Matra et - m Midway City Sanitary Ken Robbins 714 893-3553 krobbire dmcsandstmm Diatriet Assistant General Mava t Ed Burt Newport Beach tIDdes and O melons Matra 949-718-3432 eburt(a7d newpon-beach caul Orange Gene Estrada 714 532-6480 eesnadaQcityofo=U (Street Division Men r Orange Canary Sanitarian Mettill Seilu 71¢593-7436 mseilet(a7ocsd co Diatdct n dal Environm;nml Specialist) rn Hacentia Robert Makowski 71¢993-8219 rmA,kaapla�en_u,,. �Erivironrnental Com Hance Office Santa Ma Cesaz Batrem (Sera. �� 71¢647-3387 cbaaem(o),.ta-ana.org r Civil En Seal Beach David Spitz 562-431-2527 ddspitzaasealheachcaWv Associate eer) Stanton Nick Williams ine f Pblic Warks 71¢379-9222 nunlli�os(¢l.�=r+nron•a„r ro ou Sunset Beach Sanitary Jim Caslln 71¢330-3728 cpnaslalaokcom District Su erintendent Tustin (principal EM u S eciakst 714-593-7436 nseiIe_rQ •sd corn Villa Park Alt.Hindlyeh 71¢998-1500 ahindiyeh/a7villapark.org (Cry Eiiuie-) Yorba Linda Matt Betmett 714-961-7170 rnb,,ttd&.ynrba-liridanro e,wr Civil Ea eer Yorba Linda Water District mtio Leene Matr Corya ]14]01-3122 k^rv(dvlwd.com APPENDIX H Asset Management Plan Revision Date Revision Date No. Updated No. Updated 0 9/30/05 4 1 11/05/11 5 2 6 3 7 I I fl f' Fiscal Year 2011-12 Asset Management Plan Orange County Sanitation District Making Every Day Possible Orange County Sanitation District Asset Management Plan Fiscal Year 2011-12 o�JN11 S AN l rq ploy = 9 Q ¢ ci �E ENv\P��a Vision Statement "to maintain world-class leadership in wastewater and water resource management" Asset Management Mission "to plan, create, acquire, maintain, operate, rehabilitate, replace and dispose of assets in the most cost-effective manner at the required level of service for present and future generations" Orange County Sanitation District-Asset Management Plan FY 2011-12 Contents ExecutiveSummary ............................................................................................................1 1. OCSD Overview............................................................................................................6 1.1 Service Area...........................................................................................................6 1.2 Overview of Existing System..................................................................................7 2. OCSD Levels of Service...............................................................................................9 3. Future Demand/Growth.............................................................................................. 12 3.1 Planning Assumptions.......................................................................................... 12 3.2 Wastewater Flow.................................................................................................. 12 4. Asset Summaries and Total Cost of Ownership........................................................... 18 4.1 Introduction........................................................................................................... 18 4.2 Asset Management System Summary Plans ....................................................... 18 4.3 Full Economic Cost of Infrastructure Service Delivery..........................................37 5. OCSD Asset Management Model .................................................................................41 5.1 Model Background................................................................................................41 5.2 The Asset Management System Summary Plans ................................................42 5.3 Model Structure....................................................................................................45 5.4 Data Sources and Collection ................................................................................46 5.5 Asset Register (Inventory)....................................................................................47 5.6 Asset Condition Determination.............................................................................49 5.7 Effective Lives ......................................................................................................50 5.8 Asset Valuation.....................................................................................................50 5.9 Operations and Maintenance Costs .....................................................................51 5.10 Predicted Failure Modes.......................................................................................51 5.11 Asset Criticality— Business Risk Exposure ..........................................................51 6. State of the Assets Summary.....................................................................................53 6.1 Asset Valuation.....................................................................................................53 6.2 State of the Assets ...............................................................................................56 6.3 Improvement Program..........................................................................................58 7. Long, Medium, and Short Term Asset Management..................................................59 7.1 Long Term Asset Replacement and Refurbishment Model ..................................59 Orange County Sanitation District-Asset Management Plan FY 2011-12 7.2 Long Term Cash Flow Model ...............................................................................62 7.3 Long Term Rate Implications................................................................................67 7.4 Long Term Sustainability......................................................................................67 7.5 Medium Term Sustainability— 1 to 15 Year Time Frame......................................68 7.6 Short Term— One Year Time Frame....................................................................69 8. Conclusions.................................................................................................................71 Figure Index Figure1-1 Service Area......................................................................................................6 Figure 3-1 Service Area Population Projections................................................................ 14 Figure 3-2 Historical Influent Flows ................................................................................... 15 Figure 4-1 Asset Management Plan Hierarchy................................................................. 18 Figure 4-2 Asset Management System Summaries Hierarchy.........................................20 Figure 4-5 Life Cycle Costs...............................................................................................38 Figure 4-6 The Balancing Act ...........................................................................................39 Figure5-1 Data Sources...................................................................................................47 Figure5-2 Assets Overview..............................................................................................49 Figure 6-1 Collection System Asset Valuation..................................................................55 Figure 6-2 Treatment Plants Asset Valuation ...................................................................56 Figure 6-3 Collection System (Assets Consumption Distribution).....................................57 Figure 6-4 Treatment Plants (Assets Consumption Distribution)......................................57 Figure 7-1 Collection System (Weighted Average Age)....................................................60 Figure 7-2 Collection System (Predicted Future Renewal Expenditure)...........................60 Figure 7-3 Treatment Plants (Weighted Average Age).....................................................61 Figure 7-4 Treatment Plants (Predicted Future Renewal Expenditure).............................62 Figure 7-5 OCSD Assets and Current CIP (Predicted Future Renewal Expenditure).....63 Figure 7-6 New Levels of Service and Growth (Predicted Future Capital Expenditure)....64 Figure 7-7 0 & M (Predicted Future Expenditure) ...........................................................65 Orange County Sanitation District-Asset Management Plan FY 2011-12 Figure 7-8 OCSD Future Predicted Cash Flow Expenditures...........................................66 Table Index Table 2-1 Organization Level of Services................................................................................. 9 Table 3-1 Service Area Population Projections....................................................................... 13 Table 3-2 Unit Flow Coefficients............................................................................................. 14 Table 3.3 Average Daily Influent Flow Projections.................................................................. 16 Table 5-1 Count of Asset Items against Hierarchy Tier as of March, 2008 ............................48 Table 6-1 2005 Asset Replacement Valuation and Depreciated Values................................. 53 Table 6-2 2006 Asset Replacement Valuation and Depreciated Values................................. 53 Table 6-3 2008 Asset Replacement Valuation and Depreciated Values................................. 53 Table 6-4 Collection System Asset Replacement Valuation and Depreciated Values............. 54 Table 6-5 Plants System Asset Replacement Valuation and Depreciated Values.................. 55 Appendices A. Data sources for Asset Summaries..............................................................................72 B. Asset Condition Assessment Rating............................................................................75 C. OCSD Asset Management Program ............................................................................81 D. Plant 1 Process Flow Schematic...................................................................................83 Orange County sanitation District-Asset Management Plan FY 2011-12 Orange County Sanitation District-Asset Management Plan FY 2011-12 Executive Summary The Orange County Sanitation District(OCSD) is committed to providing services for its rate payers to reliably meet our regulatory mandates and levels of service approved by the Board of Directors. OCSD will provide these services using sustainable engineering principles that result in the lowest responsible lifecycle cost. OCSD installs, operates, maintains, refurbishes and disposes of assets with lifecycles measured from years to decades, so an approach which balances long, medium and short term needs is necessary. Asset management at OCSD has evolved into a comprehensive decision making framework that encompasses engineering planning, design and construction of quality facilities, optimized operation, proper maintenance, and planned refurbishment and disposal that will meet OCSD's changing needs. Asset management is not a project or a program. It is not software. It is the coordinated decision making and action that lead to consistently meeting a Board of Directors mandated level of service to the rate payers at the lowest lifecycle cost. OCSD's previous Asset Management Plans have focused on the long term modeling of systems to assure the proper rate structure is in place to support sustainable operations and to prioritize condition assessment studies based on service life and service conditions. These are important starting points and have yielded tangible benefits in reduced risk levels and an improved capital planning approach. The results of the long term modeling are completely dependent on the data quality of the databases supplying information to the TeamPlan Software. Staff will continue to improve the data quality of the source systems to improve the accuracy of the long term model. A key component will be the implementations of the Maximo Computer Maintenance Management Software which will serve as OCSD's Asset Register. CMMS Technicians and the Asset Engineers will work to update database information including installation date, asset cost, condition and criticality in the new system. It was recognized that improved planning and coordination of overall OCSD activities were possible in the medium (1 -10 years) and short term (0-1 year)time frames. Some organization structure changes have been made at OCSD to improve the coordination of facility management activities. OCSD has tens of thousands of assets in various stages of their Iifecycles. A new Division called Asset Management was formed in the Engineering Department to augment the resources in Engineering Planning and aid in the coordination of various activities. One of the key ideas is to make staff more accountable for specifically defined assets and areas. Currently a senior engineer is responsible for the collection system including all sewer lines and pump stations. An engineer is responsible for the headworks and effluent disposal systems at each treatment plant. A senior engineer is responsible for all primary and secondary treatment systems. A senior engineer is responsible for solids treatment and disposal systems at each treatment plant. A utility management specialist is responsible for all non-process buildings, pavement and roof management and maintenance of the long term modeling and written Asset Management Plan. This responsibility includes understanding and documenting the service function, criticality and condition of all assets in the assigned area. The deliverables each of these individuals must maintain are: a detailed design level scope of work for all necessary work for their assigned process unit; updated condition and criticality data for major or critical assets; and annual maintenance planning items to control asset consumption or replacement of assets at the end of their useful life. These deliverables form the basis for the improved medium and short term management technics. For the medium term, the asset engineers are tasked with assisting the Engineering Planning Division with creating a fifteen year planning window for facility refurbishment or replacement. 1 Orange County Sanitation District-Asset Management Plan FY 2011-12 In addition, the Engineering Planning Division is responsible for scoping the facilities needed to accommodate a changed level of service project elements, and Asset Management Division is responsible for scoping and preliminary scheduling of necessary refurbishment or replacement project elements. This medium term management is important for several reasons. By moving away from narrowly focused projects to solve individual problems, to more comprehensive projects refurbishing entire processes, OCSD benefits by having less operational disruption and more efficient project delivery, better cash flow estimation, and better operations and maintenance decision making framework. This is a huge undertaking based on the number of asset and facilities, but over time the undefined future rehabilitation capital estimates within the fifteen year window is expected to be drastically reduced and replaced by more specific estimated capital needs. Complementing the medium term planning are the short term efforts to coordinate maintenance actions that can reduce OCSD risks, actively defer the larger refurbishment projects, and reduce asset consumption rates to minimize the need for replacement of structures and conveyance systems when projects are executed. The asset engineers are constantly reviewing their area scopes of work, utilizing their criticality and condition information and engineering judgment, to identify opportunities for operational adjustments or maintenance activities that cost effectively extend the life of key assets which may allow for deferral of the larger overall project. This may be a targeted equipment replacement or pipeline repair that is more urgent than the need of the overall facility. The engineers may also identify opportunities to reduce asset consumption through coating systems, atmosphere improvements or small structure repairs before major damage is done. These actions can drastically reduce the cost of future projects by preventing the need to demolish and replace entire structures. In addition, OCSD has created another division specifically tasked with providing outsourced services to provide capacity to deliver these specialize maintenance repair services. The asset engineers provide the basic scope and cost information to maintenance for approval through the annual budget process which help maintenance develop comprehensive maintenance planning and supports the medium term project scheduling. In conclusion, OCSD is building on the effective long term asset management foundation it has been developing since 2002. OCSD is committed to continuous improvement of the process by which it manages the assets and facilities that are required to reliably deliver its level of service commitments. The additional resources and individual accountability for specific areas has improved, and will continue to improve our capital planning, project packaging, project execution and delivery, plant operability and maintenance planning. Inventory of Assets Understanding the characteristics of all of our assets is critical to our future success. Our assets can generally be split between two main groups: Collection System —the assets responsible for the collection and transfer of sewage from the cities to the treatment plants, and; Treatment and Disposal—the assets that treat the sewage and dispose of the treated effluent and by-products. The support facilities are contained in these groupings. The following charts present the investment history in both of these systems and the age profile of these assets. 2 Orange County Sanitation District-Asset Management Plan FY 2011-12 Figure E1 - Collection System (Weighted Average Age) Collection System Age Profile $350 30 e 3_83W � E 5$250 'a ____________________________________________ ______ ________________ a ae $200 _________ __________________________ ___ _________________ �810L __________ ___________ ________ _______ _______ ____ 15 10 ; e u$100 Al $50 5 $0 0 m �' m m >n � s si �Cum,e PaMRelpxmdCoel NEERRew,r CIPEyendium =Awrape Apa Figure E2-Treatment Plants(Weighted Average Life) Plant systan Age Pm le "00 2s E 2A ------------------------------------------ m 15 5300 1. f %uro ______________________ # ____ _ ______ __ ______ _______ u SO rren Nwi Relpsene cw� �wwncPE,w�anon .ae.-+ee This average age and value of the assets OCSD own is increasing steadily over time, and the asset replacement obligation is rising, and as a consequence, OCSD needs to be planning for decreased capital projects for capacity expansion and increased renewal expenditures in the future relative to past expenditure levels. More focus will need to be given to ensure that appropriate operation and maintenance strategies are being applied that consider the different ages of assets being maintained. 3 Orange County Sanitation District-Asset Management Plan FY 2011-12 Asset Valuation The replacement valuation for all of OCSD's assets has been updated. The table below presents the current replacement and depreciated values of OCSD's assets. The replacement value represents the cost in December, 2007 dollars to completely rebuild all the assets to a new condition. The depreciated value is the book value of the assets based on their age, which is a prediction of their current condition. The 2008 replacement value is estimated to be$6.26B. In 1998 the prediction was $2.03B, which was based on original purchase cost. It is projected this will increase by December, 2012 to approximately$7.1 B when the existing three billion dollar Capital Improvement Program (CIP) is completed. The major reasons for this increase are all the new assets added to the asset register and the increased replacement costs due to now having to performing construction in a more urbanized Orange County than in the past. Valuation Collection' Plants Total Replacement Value 3.14 3.12 6.26 ($B) Depreciated Value 1.79 1.67 3.46 ($B) ' Includes 406 miles of regional interceptor and trunk sewers, 28 miles of force main, 16 off-site pumping facilities, and the 176-miles of local gravity sewers. Planned Expenditure A computer model was utilized to produce the future expenditure projections for the Asset Management Plan. This model was used to perform a series of calculations on information related to the current and future OCSD assets. The following chart is the result of the modeling work undertaken, including current and predicted future CIP projects and operations (including maintenance), improved understanding of asset condition and asset life. The model formulas were reviewed and updated by staff to improve the model output of information. The flat black line in Figure E3 is the average of all the future cash flows, which represents the average expenditure ($406M current value worth) required by OCSD for each of the next 100 years. The actual annual expenditure will vary depending of the actual work required. At present the expenditure is greater due to the accelerated CIP program thru December 2012, however, additional income in the future will also be required to pay back the capital that is currently being borrowed. With the addition of new assets and existing aging assets the O&M costs will continue to rise. 4 Orange County Sanitation District-Asset Management Plan FY 2011-12 Figure E3—OCSD Future (Predicted Cash Flow Expenditure) Budget Adjusted Renewal and Operating Costs $]4] $14,000 0 NOO ------------- _________________________________________________________ $izooa s d _ a E — 9 U00 b$300 I I II I II I II 11� II I I $9 WO G $100 $z.ma u so sa ,o,,�^>,�^Ph ,e>°'ryo-v4y,01d',�5�,�oorye CPnalbns(Mamnsw( �Ope�tlbna(Cyemlbna( �emWna(Ore�eetll �CIP-EH.1,,PWem �CIP-FUWn CmM� =CIP-F mLevab aSe �CIP-FUWreRenavelm Levtlg IN$xulreBGmxlf, Plen(Benueal,Pm....ms dIM�CbnRen Pvmye Nnewal RorNart — m EyenElWn —9oM Vtlue —R MmeM al s Future Funding Requirements The predicted overall expenditure in future years will not "drop off' as dramatically as previously predicted in 2013 after the current CIP winds down. This means that pressures on rate increases are likely to grow more than previously anticipated in the past. Fully funding the O&M replacement and rehabilitation costs of the assets will mean that the likely scenario for OCSD rate increases will necessitate greater-than-inflation rate increases over the next 20 years. s Orange County Sanitation District-Asset Management Plan FY 2011-12 1 . 00SD Overview 1.1 Service Area OCSD is a regional wastewater agency service 2.5 million people in central and northern Orange County, California. The 25-member Board of Directors is comprised of one representative from each of the 21 cities, 3 special Districts and a representative from the County Board of Supervisors that make up the service area. Figure 1-1 shows the OCSD service area. Figure 1-1 Service Area LOS.L,MEE3C NlV _ OMNOE CpIHIY LA BREA HABRA 'We N YORBA ° A FULL N PLAC A LINDa LA B PALM c RE AHEI VILLA % PARK 6 g Nit? 2 AMIiOS ARDE ORANGE GROV SEAL MINS ER P EACH S4 A Qi Ou IL P • Ah 1 p 'y NSR HUNiI 670 / e B Rttk s - Plant 1 P h COS IRVINE LAKE 0,— OCSD Sp 1 r FOREST RAf 9eahnent '� ,;; Plant No.2 emerrnryv me NEYNPoRT lA6UNA MISSION 0 5S 1u BEACH WOODS VIEJO LAGUNA Map HILLS olanue cpmne LACUNA AUSO n0ad.NeL..sm+es ioeoi BEACH VIEJO —OCSD S"ce Area Boundary(463 sguare miles) 0 1.5 3 e aau —OCSD Regional n5 to(579 miles) ♦ OCSD Pump$lal*lan(1(15 bNl) Uninoorporated Orange County(while) 6 Orange County Sanitation District-Asset Management Plan FY 2011-12 The annual influent flow of 211 million gallons per day(mgd) comes primarily from 11 sewer sheds within the 479-square mile service area. OCSD also receives flow from the Santa Ana Watershed Project Authority(SAW PA), Irvine Ranch Water District(IRWD), and treats urban runoff from within the service area. Treated wastewater is a major reclamation source in Orange County. The Orange County Water District(OCW D) Groundwater Replenishment System (GWRS)treats OCSD effluent to drinking water standards for groundwater recharge and irrigation uses. 1.2 Overview of Existing System The OCSD sewer system collects wastewater through an extensive system of gravity sewers, pump stations and force mains, with diversions installed between trunk sewer systems. Wastewater is treated at two treatment facilities, and an ouffall system is available for ocean disposal of treated wastewater. The treatment plants currently operate under a permit from the Regional Water Quality Control Board, as established in National Pollutant Discharge Elimination Systems (NPDES) that permits the discharge of treated wastewater through an ocean ouffall system to the Pacific Ocean. The following sections briefly describe the key systems under OCSD's management. Section 5 includes the asset system summaries for the Treatment Plants and the Outfall System. Trunk Sewer Systems OCSD's service area consists of eleven trunk sewer systems that are located throughout 479- square miles of service area. The trunk sewer systems includes 406-mile long regional interceptor and trunk sewers, 26 miles of force mains, 15 off-site pumping facilities, and the 176-mile long local sewer system. The trunk sewer system also includes nine interconnections (to convey flow between main trunks) and 103 manhole diversion structures (to convey flow between sewer pipes within a trunk system). Operationally, OCSD is maximizing the diversion of wastewater to the Plant 1 facility in Fountain Valley to make more reclamation water available to OCW D. A portion of the raw wastewater containing industrial waste and brine tributary to Plant No. 1 is diverted to Plant No. 2 via a 120-inch interplant pipeline. Treatment Plant System OCSD has two wastewater treatment plans. Plant No. 1 is located in the City of Fountain Valley, approximately four miles inland off the Pacific Ocean and adjacent to the Santa Ana River. Influent wastewater entering Plant No. 1 passes through the flow metering structure, mechanical bar screens, grit chambers and the primary clarifiers, before going to one of two air activated sludge plants or trickling filters. The activated sludge plants consist of aeration basins and secondary clarifiers. The trickling filters consist of a pair of trickling filters and secondary clarifiers. Approximately 135 mgd of secondary effluent can be diverted to the OCWD for tertiary treatment before reuse. The remainder of the secondary effluent flows through the pipeline to Plant No. 2 and the ocean outfall for final disposal. Plant No. 2 is located in the City of Huntington Beach, adjacent to the Santa Ana River and east of the Pacific Coast Highway. Untreated wastewater flow entering Plant No. 2 passes through the flow metering structure, mechanical bar screens and grit removal chambers. Flow then passes through the primary clarifiers before being split between the oxygen activated sludge secondary treatment plant or solids contract trickling filters then discharged directly to the ocean outfall pumping and outfall system. Orange County Sanitation District-Asset Management Plan FY 2011-12 OCSD's current permit allows for discharge of some primary treated effluent into the ouffall system, but this flexibility will be lost in 2012.Interconnections exist between Plant Nos. 1 and 2 including communications cables, Plant No. 1 effluent lines to the Ocean Outfall Booster Station, a digester gas pipeline, and a raw wastewater interplant pipeline. Solids treatment at both Plant No. 1 and 2 includes in-basin thickening of primary sludge, dissolved air floatation thickening of waste activated sludge; anaerobic sludge digestion and belt filter press dewatering. Both plants also have facilities for odor control, and chemical addition. And the digester gas that is created is gathered, compressed, cleaned and distributed to the Central Power Generation System at each plant as a renewable fuel for energy generation. See Chapter 4 Asset Management System Summaries for flow diagrams and more detailed information. Outfall System The ocean ouffall system includes three discharge structures. The primary ocean outfall (Outfall No. 2)was put in service in 1971 and is approximately 27,400 feet long including a 6,000-foot diffuser section. The primary outfall is 120 inches in diameter and discharges treated wastewater at a depth of approximately 200 feet some four miles offshore. The primary outfall has a rated capacity of 480 mgd, but varies based on tide levels. The emergency ouffall (Outfall No. 1), originally constructed in 1954 and modified in 1965, is approximately 7,000 feet long, including a 1,000-foot diffuser section. The emergency outfall is 78 inches in diameter and is located at a depth of approximately 65 feet, a mile and a half offshore. The emergency outfall has a capacity of approximately 245 mgd. OCSD's NPDES permit specifies that this outfall can be used for emergencies only. The current permit submitted to the EPA for approval requests the ability to use this ouffall for maintenance purposes. The Santa Ana River emergency overflow weirs discharges directly to the Santa Ana River, and are also limited for emergency use only. For more specific information see Chapter 4 Asset Management System Summaries, this has flow diagrams and descriptions of the ouffall system. 8 Orange County Sanitation District-Asset Management Plan FY 2011-12 2. OCSD Levels of Service OCSD has created an improved management system called the Strategic Framework. The Strategic Framework is an annual business process that affirms corporate mission and vision, sets District—wide prioritization, adjusts strategic goals, provides a disciplined budgeting process, sets operational goals to the group operating level and holds individual units accountable for performance. This annual process is key to developing agreed upon Levels of Service that OCSD is committed to delivering. The levels of service are affirmed or adjusted annually. A comprehensive Level of Service discussion is included in the OCSD's Strategic Plan and the Budget documents. A summary of the current levels of service are as follows: Table 2.1 Organization Level of Services Environmental Stewardship Levels of Service FY 09-10 Level of Service OCSD will protect public health and the environment Results Target Accept dry weather urban runoff diversion flows without imposing 1.25 mgd Up to 4 mgd fees. Maximum off-site odor impact • Reclamation Plant No. 1 42 D/T 14 D/T by 2016 • Treatment Plant No. 2 48 DfT 17 D/T by 2018 Air emissions health risk to community and employees, < 10 < 10 per one million people (for each treatment plant) No Notices of Violation (NOVs)with air, land, and water permits 0 0 FY 09-10 FY 09-10 OCSD will be a good neighbor Results Target Odor complaint response: • Treatment Plants within 1 hour 100% 100% • Collection System within 1 working day 100% 100% Number of odor complaints: • Reclamation Plant No. 1 8 32 • Treatment Plant No. 2 6 4 • Collection System 14 34 *These numbers do not reflect those odors listed as, "cannot determine source." (added in FY 2009-10) Respond to collection system spills within 1 hour 100% 100% 9 Orange County Sanitation District-Asset Management Plan FY 2011-12 Business Principles Levels of Service FY 09-10 Level of Service OCSD will exercise sound financial management Results Target COP service principal and interest < O&M expenses < O&M expenses Annual user fees Sufficient Sufficient to cover all O&M requirements Actual collection, treatment, and disposal costs per 4.73% under 5 10% of budget million gallons in comparison with the budget budget Annual variance from adopted reserve policy 14.35% t Budgeted reserves OCSD will be responsive to our customers Respond to public complaints or inquiries regarding 100% >90% construction projects within 1 working day New connection permits processed within 100% >90% one working day Workplace Environment Levels of Service Level of FY 09-10 Service OCSD will take care of its people Results Target Training hours per employee 58 45 per year Employee injury incident rate—accidents per 100 employees 3.9 Industry average 4.6 Meet mandatory OSHA training requirements 94% 100% Hours worked since last lost work day 700,000 1,000,000 Achieve annual agency target of days away from work, days of 1.7 2.5 restricted work activity, or job transferred as a result of a work- related injury or illness 10 Orange County Sanitation District-Asset Management Plan FY 2011-12 Wastewater Management Levels of Service FY 09-10 Level of Service OCSD will provide a safe reliable effluent for recycling Results Target Concentration of emerging chemical constituents 41 NDMA< 150 ppt of concern in Plant No. 1 secondary effluent 1.6 1,4-Dioxane < 5 ppb Meet GW RS specification requirements for Plant 1 secondary effluent 2.7 5 NTU Thirty-day geometric mean of total coliform bacteria in effluent 62 < 1,000 mpn after initial dilution of 180:1 Compliance with core industrial pretreatment requirements 100% 100% Meet secondary treatment standards BOD 36 mg/L BOD 100 mg/L BOD 30 mg/L by TSS 33 mg/L 2012 TSS 55 mg/L TSS 30 mg/L by 2012 OCSD will manage flows reliably Frequency of use of emergency one-mile (78-inch diameter) 0 0 per year during ouffall dry weather less than once pe 3 years in peak wet weather Sanitary sewer spills per 100 miles 0.63 < 2.1 Contain sanitary sewer spills within 5 hours 100% 100% OCSD's effluent will be recycled Provide up to 104 mgd specification effluent to the 82 mgd 104 mgd Groundwater Replenishment System OCSD will implement a sustainable biosolids FY 09-10 Level of management program Results Service Target National Biosolids Partnership Certification for Biosolids 5 Year Maintain Environmental Management System Recertification certification July 2008 Percent of biosolids recycled 100% recycled > 95% recycled 0% landfill < 5% landfill Respond to all biosolids contractor violations within a week of N/A 100% violation notice (new goal) 11 Orange County Sanitation District-Asset Management Plan FY 2011-12 3. Future Demand/Growth 3.1 Planning Assumptions Historical influent flows, population projections, and estimated future per capita usage are used to project the future average daily flow rate. Peak and minimum flow rates, and daily flow rate curves are estimated from applying peaking factors to the average daily flow. Future solids loadings are projected from historical solids loadings, population projections, and future treatment changes. Through interagency agreements, OCSD receives influent from SAWPA, IRWD, and Los Angeles County. The influent from these agencies can impact both the quantity and quality of future influent flows. Through agreement with the Orange County Water District (OCWD), OCSD provides treated wastewater to the GW RS and GAP facilities for reclamation. That agreement places requirements on the quantity and quality of treated effluent provided to OCWD. Various regulatory requirements impact CIP planning. The primary requirements involve the discharge of treated wastewater, the release of air emissions and odors, and biosolids management. In addition to the regulatory requirements, the OCSD Board of Directors defines goals and policies that often exceed the regulatory requirements. Lastly, there are emerging issues and concerns which could impact the planning of future CIP facilities. These issues will continue to be studied and the CIP will be adjusted as needed to meet the level of service requirements. 3.2 Wastewater Flow The flow projections presented in this section are applicable to the treatment plants only. Flow projections and peaking factors for the collections system facilities are developed with a method more appropriate for that system. 3.2.1 Service Area Population Based on Orange County Projections (Center for Demographic Research [CDR], 2004), the 2005 OCSD service area population was approximately 2.5 million. Approximately 2.24 million people reside in areas directly tributary to OCSD Plant Nos. 1 and 2. The remaining 260,000 people reside within the area of IRWD tributary to the Michelson Water Reclamation Plant(MWRP). Table 3-1 lists projected populations for the OCSD service area between the years 2000 and 2030. Projections from the OCSD 1999 Strategic Plan are shown for comparison. 12 Orange County Sanitation District-Asset Management Plan FY 2011-12 Table 3-1 Service Area Population Projections TribularyArea 1995 2000 2005 2010 2015 2020 2025 2030 Plant No.1 902,091 942,924 987,446 1,009,924 1,026,960 1,036,272 1,038,807 Plant No.2 1,239,618 1,300,616 1,375,208 1,414,232 1,446,449 1,463,916 1,472,445 OCSD Plant 2,141.709 2,243,540 2,362,654 2,424,156 2.473,409 2,500,188 2,511.252 Subtotal MWRP(IRWD SA 14) 191,417 262,761 290,476 312,746 321,766 327,341 328,437 Service Area 2,333,126 2,506,301 2,653,130 2,736,902 2,795,175 2,827,529 2,839,689 Total 1999 Strategic 2.265,745 2,449,879 2,595,192 2.696,458 2,768,202 2.859,331 Plan' Source: CDR,2004. 'The Interim Strategic Plan Update(ISPU)flow projections were based on 1999 Strategic Plan data,because 2001 population projections were less than 3 percent lower than the Strategic Plan pmjections(ISPU Vol. 1,pp.3.16)(OCSD,2002). IRWD—INne Ranch Water District Population increased approximately 7 percent in the OCSD service area (including the MWRP tributary area) between 2000 and 2005. During the 25-year period between 2005 and 2030, the population within the OCSD service area is projected to increase 13 percent. Population directly tributary to Plant Nos. 1 and 2 is expected to increase 12 percent over the same period, whereas population tributary to the MWRP is expected to increase 25 percent. Service area population projections are shown in Figure 3-1. 3.2.2 Historical Influent Flow Average daily influent flows to OCSD Plant Nos. 1 and 2 from 1992 to 2008 are shown in Figure 3- 2. Plant influent includes MWRP tributary area and Santa Ana Watershed Protection Authority (SAWPA) discharges, as well as dry weather urban runoff diversions. From 1992 to 2008, total influent flow ranged from 227 to 255 million gallons per day (mgd). Rainfall was relatively abundant during 1993, 1995, 1998, and 2005. 3.2.3 Projected Flow 3.2.3.1 Unit Flow Coefficients Wastewater flow projections are based on projected service area population and a unit flow coefficient expressed in gallons per capita per day (gpcd). The coefficient characterizes an average per capita usage in the service area. The ISPU completed in 2002 assumed unit flow coefficients ranging from 104 gpcd in 2001 to 115 gpcd in 2020. However, in November 2004, OCSD revised its 2020 flow projections for treatment capacity based on actual flows, using a unit flow coefficient of 104 gpcd. For the purposes of this Master Plan, unit flow coefficients have been further revised to Correspond with observed influent flow trends. They are shown in Table 3-2. Note that the gpcd for 2006-07 was 91.6, which was an unusually dry year, and the beginning of an economic recession. The unit flow coefficients are also applicable to the MWRP tributary area and anticipate a reduced flow, which would result from increased reclamation in the MWRP tributary area following expansion of the MWRP and completion of the Harvard Avenue Trunk diversion project. 13 Orange County Sanitation District-Asset Management Plan FY 2011-12 Table 3-2 Unit Flow Coefficients Year 2006 2009 2010 2015 2020 2025 2030 Unit Flow 91.6 88.9 94.5 101.5 102.0 102.5 104.0 Coefficients Source: P1-101 Validation Presentation Series 2009. Figure 3-1 Service Area Population Projections Service Area Population Projections >soo,00a a,om,om 2,5M,000 2.OW.p 1.SDJ.D]J 1,OW.OW SW.00J O 1e&5 Mtl 2005 2010 anti 2. ID25 20. �MWRP�PlAM N01—r RANT NORM.(—OC90TOTPL- - 1---- -- Sources: CDR, 2004; OCSD 1999 Strategic Plan. 14 Orange County Sanitation District-Asset Management Plan FY 2011-12 Figure 3-2 Historical Influent Flows OCSD Plant Influent Flows 300 290 280 p^ 270 O1 E 260 T p 250 240 Nil e 230 A C 220 O 210 +OCBD IrMueM flow 200 19M 1992 1994 19M 1908 2000 2002 2004 20W 2008 2010 Sources: OCSD 08M Annual Reports 2000,2004-05(OCSD,2005a);OCSD,Draft Master Plan,Volume 1 1989(OCSD, 1989 3.2.3.2 Average Daily Flow Projection Average daily influent flow projections between 2007 and 2030 are based on projected populations and other factors, including base groundwater infiltration. Rainfall in previous years has been below average, and it is expected that the flow from base groundwater infiltration will return to normal sometime in the future. The unit coefficients are presented in Table 3-2. For planning purposes, SAWPA flows are assumed to increase from 9.6 mgd in 2005 to 20 mgd in 2030. Flows through the Main Street flume, which include flow from the MWRP, are assumed to be 11.4 mgd in 2005 with an anticipated reduction to 3.0 mgd by 2015. Despite population increases, flows to OCSD from the MWRP tributary area are expected to decrease due to expanded reclamation at MWRP. Over the same time period, urban runoff diversions are assumed to increase from 1.4 mgd in 2005 to 10.0 mgd in 2030. From 2005 to 2030, flows tributary to Plant Nos. 1 and 2 are projected to increase as much as 17.66 percent. Assuming increased flows from OCSD Plant Nos. 1 and 2 tributary areas, urban runoff, and SAWPA, and reduced flows from the MWRP tributary area, total flows are projected to increase approximately 20.38 percent(see Table 3-3). 15 Orange County Sanitation District-Asset Management Plan FY 2011-12 Table 3.3 Average Daily Influent Flow Projections Actual Flow (mgd)' Projected Flow (mgd) Source 2005 2010 J 2015 2020 2025 2030 OCSD Plant Tributary 222.0 211.6 246.1 252.3 256.3 261.2 Areas 2 SAW PA 3 9.6 16.0 17.0 18.0 19.0 20.0 Main Street Flume/ 11.4 3.0 3.0 5.0 3.0 3.0 MWRP Area (IRWD)4 Urban Runoffs 1.4 2.0 4.0 4.0 8.0 10.0 Total 244.4 232.6 270.1 279.3 286.3 294.2 ' OCSD, Operational Data 2004-05 (OCSD, 2005a). 3 Based on Orange County population projections (CDR, 2004)and unit flow coefficients in Table 2-2. 3 Based on OCSD staff estimates from reviewing various SAW PA reports prepared over the past 5 years. 4 Based on IRWD HATS PS Diversion FEIR prepared by IRWD 2006. 5 Based on OCSD staff estimates from reviewing various UR reports prepared over the past 5 years. 16 Onange County Sanitation District-Asset Management Plan FY 2011-12 This page is intentionally blank 17 Orange County Sanitation District-Asset Management Plan FY 2011-12 4. Asset Summaries and Total Cost of Ownership 4.1 Introduction The key objective in developing Asset Management System Summaries is to assemble a comprehensive list of assets and to enable OCSD to start to filter and focus on those assets that are most critical. In the 2006 Asset Management Plan, OCSD commenced the process of including life cycle asset management sections relating to the key asset types and key system groups. Section 4.2 discusses the development of the Treatment Plant Asset Management Plans. The relation of the various plans to the Executive Management Team (EMT), managers and staff is shown below in Figure 4.1. Figure 4-1 Asset Management Plan Hierarchy Audience Board and ExecExecutive Manage Team Summary Overview) Audience EMT & Managers (Analysis of Issues) Asset Management Plan (AMP) Treatment PlantAMPs D & Staff tStrategy _Managers vel„ CollectionSystemAMP Asset Facility!Trunk Strategy Plans ' " ' at lans .- . -. . Of the documents noted in Figure 4-1 the Asset Management Plans Executive Summary and the Asset Management Plan have been developed. An initial summary statement of the Treatment Plant Asset Management Plans has been prepared and included in the Section 4.2. Section 4.3 discusses best appropriate practices with regards to the full cost of infrastructure service delivery. Section 4.3 is a discussion paper with respect to the future Asset Management Plan (AMP); it is valuable information and should be read as part of this plan. 4.2 Asset Management System Summary Plans This section of the Asset Management Plan is a second pass at outlining the status of key process areas in the plants. It provides details of Reclamation Plant No. 1 and Treatment Plant No. 2 at an area level, summarizing the assets' functions, key design features, capacity factors, current performance assessment, key issues for further investigation, current program and a financial summary of the plant area. 18 Orange County Sanitation District-Asset Management Plan FY 2011-12 At the end of each asset system summary is a full schematic showing the overall process flow for each plant. This is to assist the management and operation of the assets at the agreed levels of service (defined in this plan) while optimizing lifecycle costs. 4.2.1 Uses of Asset Strategy Plans The Asset Strategy Plans have been developed as a tool to meet the various needs of stakeholders. Potential uses for the following system level summaries include: P Explaining the business process used to develop CIP projects and maintenance strategies; P Providing context for explaining new CIP projects to the board; r Educating supplement on how the collection and plants work; P Reviewing drivers and condition of assets when reviewing CIP project business cases; r Documenting condition and key issues for further investigation; P Assisting with setting of division goals on a yearly basis; o Summarizing operational strategies; r Providing reference information for the current system and strategies and a structure for communicating future strategies for assets. 4.2.2 Asset Management System Summaries The following Asset summaries have been updated from the previous 2008 AMP. These are based on the updated plant schematics for Plant 1 and 2. P Preliminary Treatment; o Primary Treatment; P Secondary Treatment; r Solid Handling; r Utilities; P Central Power Generation System; r Ocean Outfall. 19 Orange County Sanitation District-Asset Management Plan FY 2011-12 4.2.3 Structure of Asset Management System Summaries Each of the Asset Management System Summaries has been built around a common structure. This structure provides a framework for the continued use and development of the summaries. The key elements of the structure for each key process area of the plant are: r Asset Profile-Description of the assets, its primary functions, and recent relevant history; i Demand Profile and Performance- Describes the key capacity design values for assets in terms of minimum, maximum, peak or average flow requirements, and where available, the current performance r Failure Mode- Data is provided when it is known. For each of the primary failure modes, a summary score on a 1 -5 scale is provided, on how the asset is performing. The meaning of these ratings are defined in Appendices E; r Key Issues for Further Investigation- Issues are listed based on O&M staff member comments, and identified issues from the Demand Performance and Failure Mode information; r Current Program- Describe the current studies, planning, design and construction and management strategy for that area of the plant; r Investment Program-Defines funding summaries for the plant over the recent past and several future periods. It is expected that the flow of information should be developed so that Key Issues for Further Investigation is maintained and the Current Program and Investment program reflect the agreed works. Figure 4-2 shows the general flow of information through the summary. Staff member input is to be solicited for all the elements. Figure 4-2 Asset Management System Summaries Hierarchy Asset Profile Failure Key Issues10 Current Investment Mode for Further program Program Summary Investigation Demand Profile & Performance 4.2.4 Data, Sources and Data Collection Methodology Data for the Asset Management System Summaries reside in numerous locations in OCSD. Appendix A lists all the sources of information for these 2011 Asset Management System Summaries 20 Omnge County Sanitation District-Asset Management Plan FY 2011-12 Scrubbers 5 Ir 1,2,3,4 Grit to ` Newly constructed Activated Sludge secondary Landfill facilities currently in commissioning,final completion estimated for November 2011 S Scrubbers S8 _ "} oum�o� Primary (recirralation line) Trickling Filter TFSE TFSE •90 p x Effluent Seconds Junction Junction r C7 Headworks Gravity Grit ( Perym�ir Bo(coon Clarifiers (2) Box 1 Box 4 FO4 C Hr Chambers ; ' No. 1 (2) TFE• t rev. 5/23/11 Pumps (2) '-- East t B Basin Box . ' Distributor, tic ling Filter Trickling , � Bleach I Waste structure a 's 1-"5 Influent Pumps (3) Filters(2) ` Interplant Side Stream '° a � , TFSE — Trickling F rip Junction Pum Station , P BloBlter i Trunkline to ' �SpS , - -�-+-- - --- ------� Sludge u rips BoxS ' (3 um s) (overflow onlyT--- , Plant No. 2 , ( P P ) , .--- ....---••.......................... ......J '- ------+------------------------------- - �- Primary ETflSent Plant 1 Water Wastehauler Ferric Chlodtle& Redwood Pump laticp Pump Station Station Hydrogen Peroxide , , Weir (PEPS)(3) tseaamroiinesroeaon oox) , Faci lity Use SEJB `^i n 84-inch line ' 84-inch line Splilter ;;, Hydrogen ------- , 66-inch line ' 66-inch line valve Peroxide ,- , Box Interplant ; SE Junction Box 1 TFSE ( . �- Line Junction Junction Scrubbers 9, 10 , , b,F is i Box A Box 2 (10 Biotower) , Aerated Grit , Primary Effluent Bar ' Chambers , oiC loritle Effluent Bleach r oum , SE Junction Hydrogen Hydrogen Screens' Headworks 1,2,3,4,5 wa , , oyme OCWDowned Peroxide Perozide ' N0. 2 ' '���pl ul Bleach Box(PED13 scum Jgoxl5n Pump Station j:g • Box(EJB) 1,2,5,6 , , Aeration for GAP Water ••A Pumps (5) .� Secondary ;,o ---� 84-inch Interplanl Poly e, Basins 6lnfluent 120-inch Trunlclineto Q 1 10 Junction O �. Plant No. 2 Trunkline s ' ; Box cAF 3 --"�66-inch Outfall r Was. �� Backwash ';3 DiversioMetern (M&D) Sunflower Stteeve Screenings g & ioi Po (42'ROC/ Pumps Ju ctiion Bleach l0 OCSD „t Pump Anderson to Landfill Grit to r o 24"urine (5) WAS Be.2 SE BE WSSPS I:o Structure Station Lift Station Landfill r Junction Junction Pumps (4) Box Soz Influent ( Q/108-inch lines 7/108-inch lines S. Gas ( -cores rune,uoar,e Mawr, to Santa Flares Ana River Aeration Seconds oveyl) OCWD-owned Sum ru to (3) Gas ; ,-:, Basins Clarifiers GWR System to OCSD 78-inch Interplant High Pressure Compressor Bldg. , --- Facilities acme waste zlmes to Plant N0. 2 Digester Gas Line Femc Chloride , to Plan,N.1 11-16 27-34 Interplant Trunkline CenGen """""""""""""""------""4 (as required)o' mterploathu, to Plant No. 2 influent tofa,'wa) k , OCWD-owned Owx.S o r Scum BE GWRS stem W none, Backwash Central Power Junction y BB'wl g � RetUm-AC Valed Screenin sFacilil 141 ROC) ------ Generation System Natwter Slud a Sludge RAS) Box 9 Y (z4 er;n) --------------------- (3 engines,3 boilers) ea Heat Exchanger) g s( PUm S 12) Waste-Activated Polymer to Cooling/Heating Cold Water Holdin Digesters `- Admin.Bldg,Lab, 7-16 r - Sludge(WAS) o; � to OCSD to OCSD sm uaTe,--------- Igester , Pum s 6 wore, PEDB Primary Clarifiers Control Center P ScrubbeDeonaderrs rat No. 5 i r. Floar Dissolved 6-31 Snubbers a Polymer 1,2,3 6 Junction Thickened waste-ArtivaredS[udge(Twos/ Ai; hickners Flotation r (DAFTS) (6) unaeymwe Junction FilaindWashwater Filtrm�hwater Box .� o -""""""""""" -----"""""""""""" , * ` Process Flow Schematic Interplant Be LEGEND ----- Alternate Routing Trunkline t Filtrate Press enter Presses (8) Cake Transf r Hoppers 1,2,3,4 2 ; Plant No. 2 � Pump Station Storage Silos ' —� �Plant Influent Solids OCSD Reclamation Plant No. 1 Station (5 pumps) &Truckloading (1) Primary Influent Chemical Addition 10- Primary Effluent Foul Air Biosolids m Secondary Effluent � Digester Gas Figure 4-3 Recycle r10. Plant Discharge from OCWD , i NOTE.Thicker lines denote main flow direction. 21 , L------------------------------------"""-"-"-"-"-"-"-"-"-----' Asset Management System Summary— Plant 1 2. Demand Profile and Performance 3. Failure Mode S. Current and Future Projects Preliminary Treatment Tablet Failure Summa Current Asset Management Activities Tablet Ce ael b $ Stem Rating Scale Prepare a comprehensive scope of work for the entire Plant 1 headwords1.Asset Profile a area that will define all necessary engineering studies,civil/mechanical, Design Capacity 1=New,5 Failed System g' telecommunication, irumentand a safely improvements,tlata and (Min,max,peak Notes mW, �m Sub Systsm(s) < witdeth and any other necessary work.The scope of works ++ ,aria and/or average) Process e ° e � z. O ' p _ u will define all the rehabilitation and renewal work necessary for Plant Metering&Diversion Max.Flow rate 490 Ave. 110 m d " q a m Headworks to meet its necessary level of service for the next ten to ��} Structure mgd g u 6 C 'ly fifteen years.The information comes from operating and maintenance iei Headworks No.2 350 MGD duty 0 O U LL d staff,corrosion assessments,physical inspections,and engineering r 1w. .a•• cn.me.n, 0W m studies.The issues reported in the scope of works may result in rv,�,Po 131 m 50 mgtl duty operational change recommendations,maintenance actions,non-public Steve Anderson Lift Station Neal Metering& 10A 3 1 3 3 3 works roecis,public works roects,or inclusion in a wiling scopeof 10 mgd standby g P I P li j 9 vase Diversion Structure work for the next area rehabilitation project. """"'" SuMlower Pump Station 40 mgtl duly Being , , ...+' nwu.m 1 40 mgd standby refurbished Headworks#1 10B 4 1 4 4 5 M W.f I Future Projects ♦ ,sr:C g Pum in only) P emergency 9 capacity 9 peak wet 4 existing units total Evaluate the plants emer enc Flow handling ca act Burin wsm �" +�• 2units standby Headworks#2 IOC 3 1 3 3 3 weather flows. - -r q Bar Screens 2 additional units Perform a comprehensive grit study to determine the best possible grit available for future removal rate by the purees system.This study will needed if zm use 4. Key Issues for Further Investigation modifications or service, to system replacement are needed for mewing nee.�i w"rrm future level of service. �e.�• ",.a" s w ,mow , A 200 mgd duty Diversion BOe deterwr &Diversion Structures Main Sewage Pumps g y New VFDs g Implement the Rehabilitation of Plans 1 Headworks Scope of Work vsa I Ma�nt ]0 mgd standby Some concrete deterioration and T-lock and damage have been old meter There are concerns about the reliability antl accuracy le the old meters Elements developed by staffs. s Ink Grit Removal 5 aerated chambers Only 3 due to past pertormanca. However,they are on a cycle for replacement. Tru"all"" 4 grit hoppers each chambers used The condition of isolation gates and guides are poor and need Affected Planned Projects o"e"°wool o"m 3 units with 5 replacement. Pi-105-Headworks Rehabilitation and Expansion sew.. s""°.,, mi.ma rw Splitter Boxes variable weirs each p �� Headworks No. This project aims to rehabilitate and refurbish process equipment and Effluent Metering 3 units Underperforming The additional pumping capacity of he bypass MGD may not justify used infrastructure within the Plant 1 Headworks facility ensure d studies the keeping this 40-year flows s in excess The bypass channel can be used d. a facility continues to be operational. Several assessments and stutlies are Grit System 5 aerated basins wet well to pump any flows in excess to the design capacity,lt needed. planned to ascertain the current limitations of the system and to c"nfim Metering&Diversion Structure with 4 hoppers each specifications. Headworks No.2 Six trunk lines bring influent into the Metering and Diversion structure at 17-42 mgtl design Air flow should Install bar screen systems with 5/8"bar spacing to#3 and#4 channels. Plant 1. This structure contains magnetic Flow meters, H meters and flow each with a 56 Improve re washing and cambering system.Improve grit removal and J-714f—Headwork Scrubbing Replacement 9 P Grit Chambers Intl peak hour be 150 P 9 9 9 Ys P 9 This project aims to rehabilitate and upgrade the foul air collection and condo vityrom one with agates nother, portiore f so g p y cfm/basin classification.Replace the flow meters to the primary,influent for treatment facilities for the headwork's and primary treatment areas at move Flows from one meter to another,as necessary. A potion of the flca' adequate chemical dosing.Replace the gates and guides for adequate Plant 1. This includes rehabilitation of existing single-stage scrubbers, influent can also be diverted to Plant 2 through an inteplant pipeline to 2units du isolation of systems.Add a power food to Power Bldg.3A directly from ( systems and appurtenances,which serve the primary treatment,as well regulate flow into Plant 1.The SARI line is always diverted to Plant 2 to Grit Washers Overflow rat e r the Electrical Service Center to avoitl loss of service if failure of the Pe as replacement of existing scrubbers that,serve the headwork's facilities. avoid using String fellow Superhard effluent in the Groundwater unit:18,000 gpd/ft2 Central Generation System occurs. The scope of this protect may be combined with she work planned by Pi- Replenishment System. Trunk line Roughing Staff Summary of Condition 105. Headworks#1 &#2 10,000 cm caustic Biotower not Scrubbers 10,000 cfm biotower performing well Staff have olio ifi g e total of 358 critical attention, assets in Plant l Headworks.of Engineering&Management Strategies There are Nro mgd with at Plant 1,which have a total It has pump which the following require special attention,as shown in Table 3. capacity of 280 mgd with 130 mgd of standby capacity. Is has two power 4 units Consider combining future projects J-Ti-B and P1-105 into one support generation units with a rating of 1000 KW each. Headworks#2 is Odor Control Scrubbers 72 000 cfm total Table 3 Critical assets with 5 years o!remaining life comprehensivelsystms project for designed 7 Headworks.In this way,adequate odor the newest and the one in operation. Headworks#1 is the standby control systems can be designed for the actual process modifications, system and is scheduled to be demolished. 3 @ 11.3 gph duty Critical Assets Total AssetslCond#ion refurbishments,or replacements approved for she headworks system. Pump Caustic Feed Bar Screens 1 @ 20 gph standby Flow from the Metering and Diversion Structure is routed through the inlet 1 @ 30 gpm duty Metering and Diversion 114 critical assets 6. Investment Program channel for screening,which is done by mechanically operated rakes Muriatic Acid Cleaning 1 @ SO gpm 32 Gates and guides Coating failures,metal corrosion Table 4 5-Year Summary over fixed bar screens. There are four active bar semen channels. Two Pumps standby T Flow meters and transmitters 3 units need replacement of the"parting scre Bleach Feed P New ens have bar widths of 5/8'and the other two that m e have 1"bar widths are standby. Pumps Structure failures,concrete carrosion ure and lining T- g S u T r n E b 85 gpm max. Main Sewage Pumps Hydrogen Peroxide capacity Bar screens 61 critical assetsw es Coating The screened wastewater flows into the Influent Pump Station wet well, 19 of 21 Gates and guides Cting failures,me oarosion metal u Mich lifts it to the influent channel serving the grit chambers. There are Serving Headworks 6 duty Replaced with c five(one in standby)70 mgd variable speed pumps as Headworks#2, Scrubbers 6 standby pumps bleach Influent Sewage Pumps 41 critical assets P1-105 a3,4oa o 0 445 2,748 20,382 13,n7 and two 30 mgtl standby constant speed pump at Headworks#1. Serving Spliffer Boxes 2 duty,2 standby 25 Gates and flap gales Coating failures,metal..on Currently,a sluice gate in Headworks#2 wet well can be opened to allow Serving SUMlower/Interplant 4 duty,2 standby Grit Chambers/ClasaMen 61 critical assets J-71-8 d4,124 7,v0 1e8 6.8% 12,466 13183 g063 screened wastewater to flow to the Headworks#1 Influent Pump Station wet well,if required under extreme wet weather conditions. Serving Inlet Channel 1 duty,2 standby 29 Gates and flap gales Coating failures,metal corrosion Grit Removal System 2 Diesel engines 2 Grit conveyance and classifiers Not operefing adequately There are five aerated Grit Chambers at Headworks 92.The Grit Backup Generators Power Rating 1,000 Power Bldg.3A Splitter BoxsslEMluent Meters 43 critical assets Chambers remove unwanted inorganic solids from the wastewater,which kW each helps prevent clogging in pipes,protects mechanical equipment from 20 Gates and guides Coating failures,metal corrosion abrasion,and reduces the amount of material that collects in the sludge 3 Flow meters Technology malfunctioning digesters. Each grit chamber contains four grit collection hoppers. Grit is removed from the chambers continuously by gravity discharge to the SuMlower/SALS Pump Stations 48 critical assets classifiers. Classifiers further separate the organic matter from the grit, 3 Gates and guides Coating failures,metal corrosion Mich is then dumped into bins for off-site disposal. The de-grifted wastewater fie"in an effluent channel that discharges to the Splitter Boxes, 22 Orange County Sanitation District-Asset Management Plan FY 2011-12 Asset Management System Summary— Plant 1 PCB number 6 to 31 is equipped with independent Into chloride and FenicChlondefor 3@200gphduty addition prepare a scope of work of SP-1 37 for assessment all Primary Treatment polymer feed facility to provide advanced primary treatment.The basins Primary 1@200gphstandby civil/mechanical,electriralMstrumentation,safety improvements ofthe also am covered with air exhausted to an odor control system. Feed Pump existing primary treatment facilities at Plant 1. 1.Asset Profile 2. Asset Capacity 3. Failure Mode Current Projects "sU,eeers Table 1 Capacityb $ Stem Table 2 Failure Sum me P1-116-Primary Clarifiers 631 Evaluation and Optimization Study a P^^a'r System Design ei Notes This ro'ect will evaluate olentialo bons to improve process emrm ya , k Rating Scale P 1 p p p P �W dal (Min,max,peak antler m performance of the Primary Clarifier Basins 6 through 31 at Reclamation Prime Sub Systems) 1 = New,5=Failed average) Q t ) Plant#1. This will include further developing past process performance k "n�,2Fifle Pretie35 p testing recommendations antl conducting those process performancewasre S Pdmary Clarifiers e Oside sue3m '� mps(3) A0 r:` O _ C tests. The results of the tests will be used to develop potential aumcp S.. 'a O- ---"-------- m .. Y d m modifications and upgrades to the Prima Clarifiers to increase 1WSSPS) Primary Clarifiers() and 2@6mgd Standby Out O a m 1i M P9 Primary r'°"v`r' -•"�" --- 2) ) of service J O m 3 d performance The costs and benefits associated with these V...r/------1 r i �...;....... U V u K W improvements will be documented for future consideration in the Cl P. •------- amaai primary Eayem Primary Clarifiers(3,4 3 @ 12 mgd Primary Clarifiers 1 & 11 (PE�s)(3 and 5 2(Out of Services) Future Project i Primary Sedimentation 26 @ 6.25mgtl Based on the recommendations of P1.116 and SP-137 a new Primary Clarfiers3,4, 11 4 1 3 3 3 rehabilitation project for rime treatment at Plant l will be determined Basin(6-31) (5 basins standby) P 1 primary k�nr &5 for next In to fifteen years for primary treatment at Plant 13 Waste Side stream Waste side pump 3@ °a E Station 3,500 gpm Primary Clarifiers 6-31 11 2 3 1 1 1 s eogvsoe -BOD, TSS P1-116-Primary Scrubber Rehabilitation �r^aO11 This peti will rehabilitated the existing Peal Basin Sembbers 5.8 to Submersible pumps 2 @voi+mar Basins ensure that the odor treatments stems comply wdh the Saturation 1-10 150 gpm Primary Clarifiers 6-31 11 2 3 4 4 4 y pr -Sludge Density District's Odor Policy. Primary Effluent Pump 2 @ 250 hp Station 1@250 hp standby Engineering& Management Strategies "„,;,o 4. Key Issues for Further Investigation Consider total primary treatment capacity at Plant 1 is over 200 MGD r Polymer System(West) Primary Clarifiers(1 to 5) and the Sanitation District flow trends the capacity of primary treatment at Primary Clarifier Basin Nos.1 to 5 PSB number 1 and 2 are not normally in service due to an excessive Plant 1 should not be an issue.The future projects should focus on Primary Basins(PCB)numbers t to 5 consist of two rectangular basins Storage Tanks 2 @ 20,000 gal amount of operator time required too erate and um reasonable sludge PP t P 9 optimization and rehabilitation in the existing primary treatment facilities. (Basin numbers 1 and 2)and three circular basins(Basin numbers 3 to Mix Tanks 1 @ 2,500 gal duty densities. Although designed as primary basins,the current functionality .00SD Strategic Plan 5).PCB Nos.1 and 2 are not normally in service due to an excessive serves emergency storm water overflow. amount of operator time required to operate and pump reasonable sludge 1@ 2,500 gal standby -Engineering Master Plan PSB numberr 3,4,and 5 needs its concrete structure to be rehabbed and is out densities.These tanks are utilized when one of the PCB numbers 1 and 2 Transfer Pumps 2 @ 20 gpm effluent pipeline replacement due to corrosion. 6. Investment Program is outservice. Table3 5-Year Summary Currently,the average flow to PCB numbers 3 to 5 is 30 mgd.Their Feed Pumps 2 @ 2-8 gpm duty Primary Clarifier Basins(6 to 31) original rated capacity is 36 mgd.Primary sludge from PCB Nos.1 to 5 is Wastewater flows from Headworks 2 through one of two 90-inch alines pumped with progressive cavity pumps to the Plant No. 1 digesters. 2 @ 2-8 gpm standby 9 pipelines Eyy Y S n o to PCB number 6 to 15.Only one pipe is the because at the torten[ g: S g Sludge pumps are operated from adjustable timers with density meter Polymer System(East) Flow levels one pipe is sufficient to convey the flows.Even with only one - override. Storage Tanks 1 @ 12,000 gal pipe being used,velocity is estimated at greater than one foot per Effluent flow from PCB No.3 to 5 is routed to the TriWling Filter Junction second.This may be causing settling problems in the pipe and causing Pl- Box,which diverts the effluent two ways;to the trickling filters;or to the 114 41,]32 0 0 1,619 3,051 9,826 20,]B4 9 Mix Tanks 1 @ 2,630 gal duty sewage to be septic. The PCB performance regarding sludge density PEPS,which lint primary effluent to the aeration basins. PI-N6 1,1T1 N5 ]56 -- — --- 1 @ 2,630 gal standby needs to be improved. The redundant sludge piping for PCB does not The PCB No.1 to 5 is equipped with independent ferric chloride and allow for maintenance and steam cleaning of the line. Primary sludge polymerfeed facilities to provide advanced primary treatment.The basins Transfer Pumps 1 @ 25 gpm pumps needs to be up sized to allow for optimum sludge removal. are also covered and have air exhausted to an odor control facility. Odor Control Facilities Influent primary meters Primary Cladfrer Basins Nos.6 to 31 Odor Control Scrubbers 4 @ 27,000 Gm duty There are operational issues with sonic meters,since they do not work PCB number 6 to 31 are rectangular basins.They were constructed and (Caustic) and the Plant process was design to flow pace off these meters. placed in service 1992 and 2004.Each of these 26 primary clarifiers is formed by two tanks.Currently,the average flow is 65 mgd,which is their Caustic Feed Pumps 4 duty(See 111PMP120) PEPS original rated capacity.These basins receive How from Head effluent 4 standby If the PEPS are going to continue to be used than the discharge piping diversion structure that routes flow to one of two places;directly to the should be rehabbed,since it is corroded and leaking. Interplant Pipeline;or to the Plant#1 aeration basins by gravity Flow. Recirculation Pumps 4 duty(See 111Phill Primary effluent from these basins is routed to the primary effluent 4 standby 5. Current and Future Projects diversion structure that routes flow to one of two places;directly to the Current Asset Management Activities Interplant Pipeline,which will end when full secondary treatment is Hydrochloric Acid 1 duty(See 111PMP101) Prepare a scope of work for P1-116 for process improvement in primary completed in 2012;or to the Plant No. 1 aeration basins by gravity flow Scrubbing Cleaning 1 standby treatment at Plant 1.The project P1-116 will optimize primary sludge where it is metered. Pumps density and establish an operational cost model for primary treatment related to chemical additions,energy usage and hicsolids production.In 23 Orange County Sanitation District-Asset Management Plan FV 2011-12 Asset Management System Summary— Plant 1 2. Asset Capacity 3. Failure Mode Future Project Secondary Treatment Table 1 Capacity b System Table 2 Failure Sum ma Activated sludge plant modification (P1-117)will be held System Design Capacity Notes for further evaluation. 1.Asset Profile Sub System(s) (Min,max,peak Rating Scale and/or average) Engineering & Management Strategies 1=New, 5=Failed 9 9 9 9 ` s Trickling Filter Plant The total secondary treatment capacity at Plantl is 182 Process c �, High Rate Trickling 2 @ 15 mgd R o y e MGD.The 2009 Master Plan estimated the flow at Plant 1 •�^-�^•Ta� °i g g avemge,37.5 mgd 30-45 MGD 9 A z 'ae d will be 165 MGD at year 2025. So the capacity of .,. Filters peak c m C •m secondary treatment facilities at Plant 1 should meet the 2 @ 37.5 mgd duty Needs to be District needs in next 10 to 15 years.The CIP project PI- Recirculation Pumps 117 should be further evaluated. ., 1 @ 37.5 mgd modified Trickling Filter Plant 12B 2 2 1 3 1 -OCSD Strategic Plan standby ` m 2 @ 15 mgd Activated Sludge Plant 12C, 2 3 3 3 2 - Engineering Master Plan �-- - Secondary Clarifier average,37.5 mgd 16-25 MGD 12D peak 1 Activated Sludge Plant [Thickeners lved Air Flotation 121 3 3 3 3 2 6. Investment Program Table 5-year ummary 1m Aeration Basins 10 @ 9.2 mgd 92 MGD aT Aeration Blowers 5 29,100 cfm Two m @ servicedary Clarifiers 12F 2 2 2 2 2 v p u e e [ E�• --_ - " 20 @ 4.5 mgd duty •� '�°'"^ Secondary Clarifiers 6 4.5 mgd 100 MGD S 9 01 a standby 4. Key Issues for Further Investigation 1 D Trickling Filter Plant 4 @ 11,800 gpm Premature corrosion issues with seal water piping feeding P1-102 255,644 245,266 8,911 1,467 ---- Trickling Filter Plant Returned Activated duty q5%of Flow sludge pumps. Trickling filter influent pumps need to be OCSD operated two trickling filters and two trickling filter Sludge Pumps 1 @ 11,800 gpm rehabbed due to erosion and corrosion. There are odor clarifier as part of the secondary treatment system of Plant standby issues, and nitrification issues which results in more No. 1. Trickling filters 1 and 2 had been in service since 2 @ 760 gpm duty energy cost and bleach usage. Snail control needs to be March 2006. With capital project P1-76 new trickling filter Waste Activated Sludge Critical for improved and the influent TF pumping needs to be clarifiers replaced the existing trickling filter clarifiers, Pumps 4 @ 760 gpm BOD mode rehabbed with better materials. which were being operated at 2.5 times the design-loading standby rate. The new trickling filter facility produces better quality Dissolved Air Flotation effluent than the old facility and allows the filters to be Thickeners S. Current and Future Projects operated at higher flows if additional secondary treatment ritiCurrent Asset Management Activities is necessitated by future permit requirements. Thickeners 6 @ 13,400 of BOO mode Prepare a scope of work for T/F treatment, such as odor control, pumping upgrade, and snail control. The existing Activated Sludge Plant TWAS Pumps 12 @ 100 gpm High activated sludge plant(P1-82) is a partial de-nitrification Plant No. 1 was originally constructed as a trickling filter pressure plant. The nitrate in MLSS has not completely converted to plant. When activated sludge(AS)was installed, it was Recycle Pumps 6 @ 1,100 gpm nitrogen gas and recovered energy. In order to convert the constructed with the option of being converted from a Air Compressors 3 @ 20 his Pl-82 to a fully NDN plant it is needed to install ten MLSS conventional air activated sludge plant to a high purity effluent return pumps and four additional return activated oxygen activated sludge plant. The aeration basins are WAS Polymer Mix Tank sludge( RAS)pumps. But project cost is over$50 million.covered with decks capable of supporting surface 3,000 galace Based on asset management analysis it is not worth to aerators. The new system has an extremely high density WAS Polymer Mix Tank 670o al invest this$50 million to save$0.5 million a year , g of new, efficient diffusers and, combined with the new 2 operations cost. variable speed blowers,should yield a very significant WAS Polymer Feed energy savings over the old plant with 26 rectangular Pumps 5 @ 195 gph Current Projects clarifiers. Out of PI.102 New Secondary Treatment System at Plant#1 Ventilator 2 @ 20,000 cfm service This project will construct 60 mgd of activated sludge Dissolved Air Flotation Thickeners WAS Polymer Transfer secondary treatment facilities, including aeration basins, Total six dissolved air floatation thickeners(DAFT)am Pump 2 clarifiers, a blower building, a RASNVAS pump station. provided. They are designed to treat waste activated p When complete, Plant 1 will be enabled to treat 100% of sludge flow from 80 MGD activated sludge system. Two WAS Polymer Storage 4,100 gal influent flows to full secondary standards by increasing thickeners are used under NDN mode operation with four Tank secondary treatment capacity by 60 mgd. units serving as standby. 24 Orange County Sanitation District-Asset Management Plan FY 2011-12 Asset Management System Summary— Plant 1 pumps. Then,Schwing cake transfer pumps transfer the system Design Actual P1.101 Sludge Dewatering and Odor Control at Plant 1 Solids Process dew Capacity Performance (Min,max,peak atered sludge cake to any one of the four solids storage bins. sub syst.m(s) P1-101 provides new centrifuges to thicken the primary The sludge cake weighs approximately 63 pounds per cubic foot. and/or average) Sludge feed to the digesters and increase their capacity. It 1.Asset Profile The cake is then pumped to the truck-loading hopper prior to Hoppers a tanks also replaces existing belt presses with centrifuges for truck pickup. The sludge storage and loading facilities were biosolids dewatering to reduce biosolids hauling. It constructed in 1991. rehabilitates or replaces odor control, sludge pumping, 3. Failure Mode cake conveyance, chemical feed, and ventilation 2. Demand Profile and Performance Table 2 Failure Summer equipment, and other structural, mechanical, electrical and Table 1 Peak, Average and Standby Design Process Area Rating Scale control systems. P1-101 provides additional solids ji, Capacities 1=New,5=Failed handling and treatment rapacity to treat the additional system Design Actual flows brought to Plant 1 for reclamation by the GWRS. Capacity Performance "1 Sub System(s) (Min,max,peak r anNor average) ce D `o D P1-1 01A-Temporary Primary Sludge Diversion from ,W.. ,.� Anaerobic Digesters Tank capacky c n c 1p u P710 P2 Waking Capacity uj w' w The project constructed a primary sludge pipeline between T riee ; "1O1°'�°t as rim wihout cone the existing primary sludge lines (PS 1 and to 2) li the Digester Nos.]and 8 2 @ 209,200 207,711 of Anaerobic Digesters(5-10) 15 e a a 3 s a interplant pipeline. Additionally, a new filtrate pipeline was of1185,000 of 189,300 of constructed to route the P1 filtrate flows to Plant No.2 via • • Anaerobic Digesters(11-16) 15 C 2 4 3 4 3 • • ••-- ( Digester Nos.9 and 10 2 @ 330,430 328,594 of/ the interplant pipeline. This was needed because with the c0285,000 of 285,000 of Cake Loading 15 J 3 3 3 4 3 new SALS online, Plant No. 1 brings in more flow for Digester Nos.11-16(1 5 @ 330,430 328,594 of/ reclamation through the GWRS. Thas dditional treatment standby) cf/285,0D0 of 285,100 of Sludge Dewatering and Beg 15 G,H 4 4 4 5 3 II y) Press produces more solids at Plant No. 1, exceeding the P1's +� Digester Gas Compressors 2 @ 1,550 okn current digestion and solids handling capacities. duty 1 @ 1,550 cfm standby 4. Key Issues for Further Investigation Research Trial Interplant gas line 27,900 d @ 65 After rehabilitation by P1-100 digestion systems will be Fuel Cell Demonstration Anaerobic Digesters (Out of Samoa) psi(max 70 psi) reviewed. The Fuel Cell Demonstration Project is testing a fuel cell There are twelve digesters at Plant No. 1. Six of these, Digester @ power plant using digester gas, and examines fuel Waste Gas Flare 2 750 cfrn Nos. 11 to 16,were constructed in 1992. Digester Nos.5 and 6 2 @peak Dewatering,Thickening, and Sludge Storage and cleaning, operating efficiency, maintenance requirements, 1 standby Loading Facilities and air emissions.This stud funded b OCSD, UCI's are used as holding tanks for digested sludge prior to sludge Y Y is Y dewatering. sludge Dewatering and Belt After rehabilitation by P1-101 dewatering, thickening and National Fuel Cell Research Center and others. The anaerobic digestion tanks operate at similar ranges of Press truck loading systems will be reviewed. primary sludge/TWAS combination percentages in the feed Holding Tanks(Digesters Nos. 1 @ 208,780 of 209,937 of Future sludge flow stream. All digesters operate with a primary 5 and 6) 1 @ 208,780 of Gas Handling To be completed in the future. sludge/TWAS mixture that is predominantly primary sludge. (standby) Gas treatment, compression and flaring facilities are being The operating temperatures are maintained in the range of 98°F Digester Sludge Transfer 2 @ 800 gpm reviewed. 6. Investment Program to 100°F Pumps Table 3 5-Year Summary The as compressor building and the as holder were completed Sludge Feed Pumps 8 250 m 5. Current and Future Projects 9 P 9 9 P 9 P @ 9P e Current Asset Management Activities y— n, T in service The gas Flares were also operational da and placed in Belt Presses s st standby gpm service in 1992. the flares are operational daily. z siandby Asset management activities are focused on finding the best way forward for collecting, treating, compressing and u R R R Belt Filter Press Dewatering Facility Polymer Mix Tanks z @ s,000 gal flaring the biogas from the digesters. In conjunction with Sludge at Plant No. 1 is dewatered using four to all eight of the Polymer Mix Tanks 1 @ 5,000 gal Planning a study is being Commissioned to examine these P1-100 W,515 1a,733 16,575 14,e80 5,10 332 plants belt f standby issues filter presses. There are two buildings,each housing w-101 147,270 1e,241 3,962 2e,e01 ee,116 17,614 four belt filter presses. Dewatering Building M was placed in Polymer Transfer Pumps 1 @ 25 gpm 1 standby Current Projects Pi-101A --- --- --- --- --- service in 1983,and Dewatering Building C was placed in service P1-100-Sludge Digester Rehabilitation at Plant 1 in 1988. The presses are fed a blend of digested primary and Odor Control Scrubbers 3 duty This project rehabilitates Digesters 5-16 at Plant 1, WAS from Digesters Nos.5 and 6,which serve as holding tanks including rehabilitation/replacement of associated sludge for sludge from the other digesters. To enhance the dewatering Sludge Cake Handling pumping, heating, and other structural, mechanical, process,cationic polymer is added to the sludge feed to Facilities electrical and control systems. This will improve reliability, flocculate solids and enhance dewatering. After dewatering,the Cake Transfer Station C 2 @ 24 yd/hrea increase existing treatment capacity, and restore lost sludge cake is transferred to storage bins prior to being loaded 1 standby capacity. It is needed to treat increased solids loading and into trucks. Polymer Mix Tanks feed solids concentrations resulting from increased Sludge Storage and Loading Facility Transfer Pumps 1 @ 25 gpm duty secondary treatment and P1-101 Dewstered sludge is transported from Dewatering Buildings C 1@ 25 gpm and M to the cake storage facilities using conveyors and cake standby transfer pumps. First,24-inch wide conveyors transport Sludge Cake Pumps dewstered sludge from the belt filter presses to the cake transfer 25 Orange County Sanitation District-Asset Management Plan Fy 2011-12 Asset Management System Summary— Plant 1 Chemical Facilities 3. Failure Mode 5. Current and Future Projects Utilities Chemicals are used throughout Plant No. 1 to aid Table 2 Failure Summary Current Asset management Activities treatment performance and control odors. The chemicals Rating Scale No major activities. 1.Asset Profile used include hydrogen peroxide, caustic soda,ferric Water System chloride, sodium hypochlorite, polymer, and hydrochloric m 1= New, 5= Failed Current Projects OCSD's Plant No. 1 requires an average daily demand of discontinued The use and the future chlorine of chlorine at Process < o e D c Potable Water Assessment Study approximately 5.7 mgd of in-plant water for domestic a 8 - a m This project will develop and provide a hydraulic model, a service water, process water and irrigation applications. Plant No. 1 is not projected. Ferric chloride has been a c W "u hydraulic analysis, and assessment of the Plant 1 potable The treatment requirements for in-plant water vary added to the digesters for hydrogen sulfide control, 0 0c K W water systems. Based on the analyses,the project will depending on the service. Potable water(city water), plant replacing ferrous chloride since January 1994. Standby Power Multi. 2 4 3 3 1-4 update the ArcView shape files(Piping Map)and P&IDs of water(secondary effluent), and reclaimed water(tertiary Other Assets: Generation the Plant 1 Potable Water System, and will recommend effluent)are used at Plant No. 1. Potable water, plant o Fiber Optic Backbone; Chemical Facilities 4 2 4 4 3 improvements required for the system. water and reclaimed water are conveyed to various o Plant Air; Odor Control 5 5 4-5 4 3 locations within Plant No. 1 through three separate piping This project Sludge Dructs rim and Odor control at Plant 1 networks. o Fire Alarm; Plant Natural Gas 4 3 3 3 3 This project constructs primary sludge thickening facilities o Plant Effluent Disinfection; System to improve solids handling capacity, replace sludge City Water(Potable) o Compressed Natural Gas System; Water System dewatering facilities with aging equipment and reduce OCSD purchases potable water for Plant No. 1 from the o Plant Natural Gas System; r City 17B 2 3 4 4 2 biosolids handling and disposal, rehabilitate solids City of Fountain Valley and uses it primarily for domestic handling odor control equipment for aging equipment, and service,steam boiler make-up,and g Tunnel System; r Plant 17C 4 3 3 1-4 3 temporarily expand sludge dewaterin facilities to polymer es b and o Plant Pipes. 2 1 3 3 4 accommodateptemporary constructio nneeds. dilution. The City Water Pump Station provides both P r Reclaimed potable water and industrial water to locations throughout Plant No. 1. 2. Asset Capacity P1-111 Power Building 3A Load Project Table 1 Ca act b S stem 4. Key Issues for Further Investigation Ensure adequate standby generator capacity at the Plant Standby Power Generators Plant Water System Design Capacity Notes There are concerns about the Standby Generators' No. 1, Power Building 3A(PB-3A) An initial study effort Plant water i Plant No. l secondary effluent filtered Min, max, eak needser be conducted to determine the best option, through on-site course filters strainers and disinfected Sub System(s) ( P reliability to provide backup to the Central Power considering cost and reliability. 9 (strainers) and/or average) Generation System. with sodium hypochlorite. Plant water is used for activities Water S stem Power Building 3a Capacity is under rated. Currently that do not result in direct contact with humans. At Plant P1-112 Plant 1 Water System Rehabilitation being reviewed for electrical capacity under P1-111 No. 1, plant water is supplied to hose bibs and pump seal Potable Water Air— 1 @ 3,000 gal This project will rehabilitate or replace deteriorating plant water, filter press belt sprays, scum sprays, and grit Break Tank 1 Q 6,400 gal Chemical Facilities water pipe that is in need of replacement due to corrosion. washers. Plant water is also piped to provide backup potable Water Pumps 2 @ 25 hp, 230 This includes the valves that have become unserviceable In general there is a concern over the remaining life span or have exceeded their useful lives. The project will need service for central generation cooling loads. gam P J of all the chemical storage tanks and they should be to install temporary measures to ensure that the treatment Reclaimed Water 3 @ 30 his, inspected. Specifically,there is concern regarding the plant maintains continuous operations during the repairs. OCSD uses reclaimed water from OCWD's Green Acres 2 0 ? hp, condition of the bulk cationic polymer tank and it being Project(GAP)for services that do not require the quality of Standby Power able to last until it is replaced under project P1-101. Future potable water. In Plant No. 1, these services include Generators Another concern is the bleach disinfection tank pressure To be completed in the future. central generator engines(cooling water), central regulator prior to the flow meter. It continues to get Blower Building 2 @ 800 kWh clogged requiring the bypass of the flow meter until it is Engineering & Management Strategies generator absorption chillers(condenser water), pump Installed 1976 unclo ed. And downstream of the chemical storage 9 9 9 9 seal water,scrubbers, and polymer carrier water. y a 9 -OCSD Strategic Plan -Engineering Master Plan Power Building—2 1 @ 1,000 kWh facility another issue is the hardness of the water which Standby Power Generation Installed 1987 affects the pH of the polymer when mixed together. 6. Investment Program Standby generators are located at various locations Power Building-3A 2 @ 1,000 kWh Odor Control Table 3 5-Year Summary throughout Plant No. 1 for emergency service. The Blower Installed 1987 J-71-8 supposed to rectify issues with odor control Building contains two 800 kW generators which provide Power Building-4 1 @ 1,000 kWh backup power for the activated sludge process. Power Installed 1987 Water System A b Building 3A contains two 1,000 kW Caterpillar diesel There is a concern if a fire hydrant is opened Power Building-7 1 @ 1,500 kWh on the north R generators for Headworks Nos. 1 and 2, and bar screens. Installed 2004 side of the Plant it will reduce the water pressure in the Power Building 4 contains one 1000 kW Caterpillar diesel rest of the plant. Some believe it may result in zero water Pi-101 147,270 13.241 3,962 2a,901 53,116 17,514 generator for the rims scrubbers,the warehouse, Power Building -8 1@1,500 kWh g primary pressure. portable water study is being performed that personnel and the maintenance shops. Power building 2 Installed 2005 t will review this issue. v1-111 soz zoo 150 112 ---- ---- contains a 1000kw diesel generator which has been Pl-112 10,029 414 769 1,252 6,5033 1,091 decommissioned. Power Building 7 supports the primary clarifiers 6 to 31, and Power Building 8 supports the trickling filler. Each has a standby generator. 26 Orange County Sanitation District-Asset Management Plan FY 2011-12 Asset Management System Summary— Plant 1 2. Asset Capacity 3. Failure Mode powering the critical equipment.When the SCE power Central Power Generation System Table 1 Capacity b S Firtern Table 2 Failure Su mary supply has stabilized, non-critical equipment can then System Design Capacity Notes Rating Scale reconnect to the SCE supply.This project allows for the 1.Asset Profile Sub System(s) (Min,max,peak reconnection of equipment from one central location, and/or averse) 1•New,5•Failed rather than at each process area. al Generators Process < c c ++' u J-106 rwa� Generators 2 @ 2,500 kW duty `- u •a° a ma. This project rehabilitates the Interplant Gas Line. The line , ,r� n 131 ea,np�ya. _ ce•,cc•vae C 6 C R Y z sy,.m, ----_� •� __ 1 2,500 kW Standby o n o d transports digester gas between Reclamation Plant No. 1 ""c°"f--^°"• •• (Plant No. 1)and Treatment Plant No. 2(Plant No. 2). A Engines 2 @ 2,471 hp duty Central Power 16 2 3 2 3 3 cxnv. sn�m. xw»�.• swore liner will be installed within the existing pipe to protect the ;;.9��,.'eor^� 1 2,471 h standbyGeneration pipeline from corrosion, and to prevent future pipe failures. Bailer Circulation 1 @ 0.25 hp,20 gpm Pumps Future Projects 4. Key Issues for Further Investigation Primary Heat Loop 2 @Shp,450 gpm Central Power Generation System Engineering& Management Strategies Circulation Pump OCSD Strategic Plan and Engineering Master Plan Significant improvements to the control systems of the Waste Heat Exchanger 2 @ 3 hp,225 gpm engine generators have been completed. The original, The Master Plan has identified several projects related to Circulation Pumps obsolete controls have been replaced with the Sanitation the digester as handling system including Darin Central Power Generation System 9 9 9 Y 9 Heat Reservoir 3 @ 0.75 hp, 150 gpm District standard System. The new system provides treatment, and Compression systems. These systems OCSD operates a central power generation systems at Circulation Pumps improved engine efficiency, lowered emissions, provided have a direct impact on operation of the Central Plant No. 1 (CGS No. 1). CGS No. 1 consists of a Jacket Water Pumps 1 @ 15 hp,480 improved load management capabilities. In addition,the Generation Systems and will be coordinated to improve dedicated power building that houses three 2,500 KW gas- m Parametric Emissions Monitoring System was replaced operability, reliability and safety. fueled engine generators. The engines are 12 cylinder, Auxiliary Waste Heat 3 @ 7.5 hp,200 gpm with improved emissions monitoring technology that is ol four stroke, turbo charged, intercoed Cooper Bessemer Lao Pumps integrated with the engine controls. model LSVB 12 SGC reciprocating units which drive Ideal 6. Investment Program Electric brand electrical generators at 12,470 Volts AC. Cooling Plant Water 2 @ 10 hp A research project has also been completed using two Table 3 5-Year ummary CGS No. 1 operates primarily on digester gas. Pumps stage exhaust catalyst and urea injection that $ Chillers #1 @ 213 Refrigerator demonstrates the engines will be capable of meeting � R The system also provides process heat, steam, and chilled tons,#2 @ 187 foreseeable future AOMD emission requirements. Q —bq .Q a S # n a R water. Hot water is provided for digester heating from Refri erator tons n a m' - O a engine cooling water with the ability to provide s There is a concern of corrosion within the cooling water Supplemental Heat 450 gpm, Q=10.0 x10 9 J-111 30,279 0 2,897 1,116 13,57 supplemental heat from heat recovery boilers. The heat Exchangers B7U/HR lines (10-14')due l0 20 years of plant and GAP water recovery boilers primarily provide steam to adsption usage. 9 or chillers which creates chilled water for administrative Condensate Pumps 2 0.5 h g J-79-1 23,261 20,830 2,389 42 building HVAC systems. Submersible Sump 2 @ 20 hp J-109 12,628 2,445 2,657 6,653 873 Pumps 5. Current and Future Projects J-33-3 13,050 3,417 1,330 3,706 2,635 Waste Heat Recovery 3,8431bs/hr Current Asset Management Activities J-106 5,271 1,076 608 3,280 307 Units Current Projects J-79 11,596 11,584 12 Deserator 20,700 Ibs/hr See Plant J-111 additional This project will add urea injection and two stage catalyst information technology to units 2 and 3 and improve the gas cleaning system to protect the catalyst beds. J-109 This project will change the cooling water supply from purchased reclaimed water to plant water at both plants. J333 This project installs electrical power monitoring and control equipment at Plant No. 1 to protect the plant from power outage problems and reduce the recovery time when problems do occur.The control system will continuously adjust the electrical system to prevent power variations and outages from causing process failures. The new system will allow the operation of critical electrical equipment from a single location in the plant. The new system will sense power variations and selectively disconnect non-critical equipment, keeping Cengen 27 Orange County Sanitation District-Asset Management Plan FY 2011-12 8 ri ' Newly constructed Headworks facilities currently in commissioning,final completion estimated for May 2013 South Headworks Odor Control Scrubber (13 Biotowers& Complex 'q t 8 Chemical Scrubbers) ud Facility H�If-1�I �If-1�I Use Plant Water FOrr I� vx u m s Ferric Chloride Pump Staton THE N &Bleach '------------------------------------� Bleach rev. 5/31/11 Aeration Secondary ' Polymer Primary Basins 8 Clarifiers 'Rag Handlin Grit Hardin SBox oia Distribution O ;Bleacn Santa Ana River Clarifiers , Loading (4 &Loa ( Box wvm,V System D-G __ _________ A-L ' Overflow(SARO) (Serial Pod ,_ ______________ F-�- _-..-..-..-� 0 � 03) Trunkline ]T - -� Emergency Hydmgun Odor Control Polymer Primaa : Primary Effluent Bleach 1 I lower 78-inch Peroxide 3 Biotowers . Sodiudi 1 Oerial ) ( ) u;� Distrib ion Clarifiers ; , Pump Station Effluent r (Serial Port 002 system B H-L (PEPS)(4) Return- Pump :Bisulsle 1 Welwell i Activated S on Junction Annex _y Sludge(RAS) Box EPSA Pumps 6 (JBB) ; S3 pump)) i Poly,ner Primary ' 5 Influent Diversion Metering Bar Headworks D vortex ' 0.4 --""""""" % Sodium cn.,e,,, Distrib 'on Clarifiers BIoflNer Junction Trunklines Struture Structure Screens Pumps (7) Grit SystemC M-(] , Primary Effluent ABC Basin Boxq Meddle including 78-Inch (6) Basins , Distrbution (emergenry (JBq) FInaBldampler Interplant Trunkline (6) r Structure(PEDS) oveP) Welwell 1 g' (Raw Sewage from Junction Box 1 , ( 120-inch Plant No. 1 M&D ' ((osed Burin g owJlows/ urge (Serial 001) and Gwlzs - — -� Primary , �� Su e wastestreams) Metering ' „ v; v; Ocean Outfall Na p r Generation System ® Nort�cr Scrubber Trickling Scrubbers ~ e;,`-', Booster Station Central Power r (GOBS)(5 pumps) Gas (A-c) Solids Contact r y 9 Re-aeration , ( (5 engines.5 boilers, Flares(3) complex bbe ( Filters(ABC Basins(A-D) Interplant r 1 steam turbine) * (O Biotower) runkllnes(fro q Interplant High Pressure Gas "" ""----------j Plant No.1 EJB ° , Gfgeaier Gas Line from Compressor s,,, Return Secondar aacn ( Plant 1 (nr of:ervice) a Waste „- Tricklin Filter y Bldg. Stream w� Influent Pum s Sludge RSS) o Pump a (6) P Pumps�12) ( ,o Station o Q r Dewalering Scrubbers Carbon £ Scrubber Scrubbers F,G Secondary LEGEND ----- Alternate Routing ' C,D,K,J (G Biotower) Settling (J Biotower) Sludge Sludge Blending 55 Clarifiers Plant Influent Solids Digesters Facility P'IYmer 3�„ (A-F) Primary Influent Chemical Addition Belt Filter p„�„o Waste Sa ndary Presses(15) Polymer Ferric A B C wo,e,� °= Sludge(WSS) � Primary Effluent � Foul Air Oi1u Chloride egme a me a me Float ° °' Pumps(3) weer g g Secondary Effluent � Digester Gas (F,G,H, (P,Q,R,S (C,qE, Thickened WastaAuivmed S/udge(TWAS) o,T L, � Plant Discharge � Grit and Screenings i_ Holdin DAFTD Nnacylowi igester NOTE.Thickerlines denote..in flow direction. Hoppers C, 7sct,t! (I J K) , , , Dissolved Air Flotation Waste-Activated PPI'n serer / .4...L.._._..a.._...._. Thicknerrs ((DAFTs) Sludge(WAS) Pumps (4) Process Flow Schematic Hoppers ScrubberL A, a /nor;nse,v;ee/ ' Newly constructed Trickling Filter secondary OCSD Treatment Plant No. 2 and facilities currently in commissioning,final completion Truckloading estimated for June 2011 Biosolids m Recycle Figure - 000 28 Asset Management System Summary— Plant 2 Screenings Washing& Loading Design Condition of critical Assets Preliminary Treatment (Commissioning) The screenings removed from the raw sewage at the Bar Screen System Capacity Notes Critical Assets Total Assets/Condition Structure are muted to one of three washers and mixers and then to one Sub System(s) (Min,max,peak Diversion&Metering 33 critical assets 1.Asset Profile of three conveyors that transport the screenings to a final truck loading and/or averse) Structures conveyor. Diversion Structure Bar Screen Structure 34 critical assets Headworks Blotowent 188,300 don Influent Pump Station& 43 critical assets Grit Handling& Loading (roughing) 40,000 ofin Discharge Channel The grit removed from the arrested!sewage at the Grit Basins is routed . Trunkline Biotowers 32,000 ofin Grit Basins 26 critical assets via one of four augers to one of four grit classifiers,which then dump it to . Grit Handling 72,100 efm Splinter ss er Boxes 24 critical swats } " as s4•�� +• a hauling truck below. . Bar Screens/Influent 8,000 cfm Primary Influent Metering 9 critical assets Pumps 11,800 cfin Screenings Washing& 22 crNcal assets y . Odor Control Systems Screenings 24,400 don Leading ■ There are a total of 3 Trunkline Biatowers, 13 Headworks Biotowers,and Washing Grit Handling 8 Loading 16 critical assets 8 Headwodks Scrubbers to handle the foul air of all the treatment Screenings Loading Odor Control Systems 144 critical assets :tee processes.All Biotowers are roughing scrubbers,that is,the outgoing . Slitter Boxes Ta°en"ee'" e..�.. r m �M. -,:_i treated foul air is muted to the chemical scmbbers for further treatment Headworks Chemical 188,300 cfm a ei before releasing the air into the abncephere.The biatowers each contain Scrubbers 6 units duty 31,400 c'm 5.Current and Future Projects two separate packs of foam media in series kept moist through a 2 units standby ea. Current Work constant rain of nutrient-rich water.The chemical scrubbers are of the Odor Control Chemicals The new Headworks D is currently undergoing the commissioning phase recirculating liquid backed bed type using caustic as the scrubbing . Bleach Tank of the P2-66 project solution and bleach as the micant.The chemical scrubbers are supplied . Caustic Tank with chemicals from the Odor Control Chemical station that is equipped Muriatic Acid Tank Future Projects with three separate tanks each containing bleach,caustic,and munatic Backup Generator Diesel engine None are envisioned. acid solutions.Munatic mid is used to periodically de-scale the media of 2,000 kW Diversion &Metering Structures chemical scrubbers. Affected Planned Projects Four trunk lines bring influent into the Metering Structure through the P2.66 Headworks Improvements at Plant No. 2 Diversion Structure.The Metering Structure is equipped with magnetic 3. Failure Mode This project is responsible for the new improvements done at Plant 2 2. Asset Capacity Table 2 Failure Summa flow meters with gates that can divert flows from one meter to another,as ry heatlwodes area and for the demolition of the old heatlworks.The Table 1 Capacity b S stem Process Area Rating necessary. Design different facilities are scheduled to be tested during 2011 and put into operation in 2012. Bar Screen Structure System Capacity Notes 1=New,Six Failed Sub Systems) (Min, max, peak e r Engineering & Management Strategies Flow from the Metering Structure is muted through the inlet channel for and/or average) O � e �' 0 9 9 9 9 screening,which is done by mechanically operated rakes over fixed bar O O y n An asset management strategy will be implemented from the start.All Diversion&Metering Max.flowrate 430 Average O alrj q screens.There are six active bar screens channels with bar widths o(5/8" e 2 e — u major assets for each of the facilities have already been identified and Structures mgtl Flows: O is O d each.The screenings are routed to the Screenings Handling Facility. U. C 111.1 inputted in the Asset Management Program.Future asset inspections will Lin 0lnterylanl 131 mgtl capacity 45 mgtlmine the existing data for remaining life,consequence of failure,and Line 178 mgtl capacity 50 mgtl Diversion&Inluent 20A 1 1 1 1 1 9 9 � q Influent Pump Station & Discharge Channel Structures business risk exposure for management decisions of very high The screened sewage flows into the Influent Pump Station we[well, � 108'0 Bushard 84 mgtl capacity 15 mgtl Bar Screen 8 Influent Pumps 20 D 1 1 1 1 1 confidence level. which lifts it to the Discharge Channel.There are a total of seven pumps Line 59 mgtl capacity 20 mgtl equipped with variable speed drive motors.There are also seven outlets a 78'0 Miller-Holder Grit Basins,Splitter Boxes 20 E 1 1 1 1 1 6. Investment Program equipped with Flap gates that distribute the flow into the Discharge Line Odor Control System 20 1 1 1 1 1 Table 3 5-Year Summary Channel. a 84 0 F&G CoastiNew ort Line Bar Screen Structure 6units total d 9 Grit Basins E .� o 57 all max.each 4. Ke Issues for Further Invests Investigation m w u w The Discharge Channel distributes the flow to as many as six circular grit y II 17 N M V N 9 e basins equipped with mixers that separate grit by vortex.Pumps remove Influent Pump Station 7 units total Q 70 Diversion 8 Metering Structures � c O O � o m o 0 0 0 the accumulated grit,which Is sent to the Grit Handling Building, mgtl Bar Screen Structure — f A. t0 O 4 N N N N 350 mgtl duty Influent Pump Station&Discharge Channel P266 257,733 240,077 4,876 10,002 2,774 4 Splitter Boxes 140 n d standby Grit Basins The de-gritted sewage is then muted to one of three Splitter Boxes.Each Discharge Channel 7 discharge valves S Plitter Boxes Splitler Box is equipped with five variable weir gates that regulate the Flow Grit Basins 6units Q 70m d Primary Influent Metering into the box. S litter Boxes 3 units a 140 red Screenings Washing&Loading Primary Influent Metering 2 units @ 72"0 Grit handling&Loading Primary Influent Metering 1 ul 66'0 Odor Control Systems The Flow through each Stiffer Box routes the flow to one of three Primary Screenings Washing& 3units Summary of Conditions Influent Meters.The meters monitor flows into specific primary basins Leading Grit Handling&Loading4 units Stags have identified a total of 351 critical assets in Plant 2 Headworks, through the Primary Distribution Boxes. Odor Control Stem 188,300 don total of which the following require special attention,as shown in Table 3: Trundles Biotowers (roughing) 40,000 cfm 29 Orange County Sanitation District-Asset Management Plan FV 2011-12 Asset Management System Summary— Plant 2 Primary Clarifier Basins C Side System Sub Systems) Peak Design Capacity Notes 4. Key Issues for Further Investigation Primary Treatment PCB C Side consists of PCBs M to Q. PCB C Side receives wastewater Primary Clarifier Side A, B, &C and Distribution from Clarifier Distribution Structure C discharges into the 108-inch Acid Fcetl Pumps 1 @ 2 hp,30 gpm duty Structure A, B, &C are deteriated 1.Asset Profile primary effluent line. 1 @ 2 hp,30 gpm standby All above facilities should be rehabilitated under P2.98. Primary Effluent Pump Station Sodium Hypochlonte 1 @ 41 gph Odor Control Facility Issues swm. Feed Pumps 1 A 41 qPh standby The PEPS lifts a portion the primary effluent a level that 8 can flow The current odor technology is 20 years old. The odor system should be caw• Odor Control Scrubbers 3 @ 40,000 cfin duty rehabilitated under P2-98. ,8„8, through the secondary treaatment process by gravity, ity. There ere four LJ LJ vertical mixed-flow type pumps. Pump No. 1,2,3 and 4 are driven by South Scooters 1 standby electric motors with variable frequency drives. Each pump is identical in Foul Air Supply Fans 4 @ 15 hp,600 gpm 5. Current and Future Projects Pr in : Aeration aasns le°t construction and has a nominal capacity of 50 mgd at 22 feet TORCurrent Work o„nem ciadfiem sn�nm x o-G ---------------- ..... Caustic Feed Pumps 4 @ 0.5 hp,11.1 gph duty Prepare a comprehensive scope of work for primary treatment at Plant 2 Odor Control Facility 4 @ 0.5 hp,11.1 gph under project P2-98.The scope of work has defined all necessary standby engineering studies,civil/mechanical,electrlcallinstrumentation,safer OCSD has a comprehensive odor control philosophy that consists of 9 9 Y p„mary j P ary Fmuem ~ minimizin the formation of odorous gases where possible and Caustic Stora a Q000 al improvement and other necessary work for primary treatment at Plant °s.„ b ci nfiem Pumy station 9 9 P 9 9 Hy (PEPS)p7 primates containing,collecting,and treating the odorous gases when they do to meet its level of service in next 10 to 15 years,including odor control, slidga(IRAs) occur. Chemical pretreatment facilities are utilized to reduce the Hydrochloric Acid 2,000 gal structural rehabilitation,and electrical and instrumental updating. ........... Pumps let formation and evolution of hydrogen sulfide(HiS)gas and other Storage Tank Primary Future Projects s Cianfien : ate,Val B°IIV compounds associated with wastewater. Acid Feed Pumps 2 2 h 30 m I f4-O a,amv, Two maintenance decision packages have been sent out for primary awmaalPsoal x.me.r Polymer System xa++.w.�a..n 2. Asset Capacity distribution structural rehabilitation and primary clarifier battery C aaaai Table 1 Capacity b $ stem Stooge Tanks 2 @ 11,400 gal Scaling structural rehabilitation. nbll„p ♦ emae.a System Sub Systems) Peak Design Capacity Notes problem TBATBA Fi e' lAB.C11 Mix Tanks 2 2,540&2.630 al P2.98 Primary Treatment Rehab/Refurb c-P.="o-T �� Primary Circular Transfer Pum 2 10 h 25 The project would rehabilitate all distribution structures, primary clarifiers, rosin q J Inn Puree 6) Clarifiers Feed Pumps 3 @ 3 hp, 1-10 give duty 1 and odor control facilities. All launders of primary clarifiers will be Basins(D ihm Q) 14 @ 1.377 mg,12 mgd 18 MGD for standby rehabilitated and recoated. duty peak Ferrie Chloride Primary Clarifier Basins A Side Sludge Pumps 12(D,E,F,G,H,I,J.K,L. After rehab Engineering & Management Strategies Storage Tanks 2 @ 20,300 gal New under Consider the GW RS flow requirement and the Sanitation District Flow PCB A Side consists of PCBs A to G. Formerly,PCBs A,B and C,which M.N,O,P,Q)@ 25 no 200 P2-80 trends the flow al Plant 2 will be less 70 MGD in the average dry weather are rectangular basins,were used for primary clanfcation. All sludge gpm as P2-88 flow. It may be out of service for one side of primary clafflers for withdrawal equipment has been removed,and the basins no longer act 2 IF,G)@ 20 hp,200 spin Feed Pumps 4 @ 2 hp,242 gph maintenance rehabilitation, as clar'iem but serve as emergency wet weather storage. Approximately ea standby 4 @ 1 Inp so(standby) -OCSD Strategic Plan 700,000 gallons of storage is available from these basins. PCBs D,E,F Primary Effluent Pump 4 @ 300 hp,50 mgd -Engineering Master Plan and G are circular basins. Scum Pumps 7(D/E,FIG,HA,J/K,UM, Station All of the primary effluent from PCB A Side is normally muted to the N/O,P/C)@ 200 grim as 6. Investment Program activated sludge plant. It is also possible to route the primary effluent to Collector Drives 14(1 w/each basin)@ 1.5 Rehab Table 3 5-Year Summary Junction Box No.8,which can send Flow to the Santa Ana River Overflow h dui under P2-80 3. Failure Mode Weir(Serial Port 003),Ocean Outfall Booster Station(GOBS)or Effluent Table 2 Failure Summer u Pump Station Annex(EPSA). Sludge and scum from PCB A Side is sent Odor Control Facility E o to the sludge digesters. Process Ana Ratingm o 33 tof■[ IL A m V a)Odor Control Scooters 5 @ 40,000 don peak 1=N9W, 5=Failetl c e F i 'a 19F N N N N N Primary Clarifier Basins B Side (North Scrubbers) 5 @ 27,000 cfm — 1 standby(one at each P2.98 35,691 0 2,350 8,270 19,144 PCB B Side consists of PCBs H to M. PCBs H to M consist&six circular complex ° Z• o c basins. PCB B Side receives wastewater from Primary Clarifier y m m m Distribution Structure B. Foul Air Supply Fans 5 @ 100 hp peak e n C .Y IE Primary effluent from PCB B Side flows primarily to Junction Box A. 5 @ 144 hp From Junction Box A,flow normally enters a 108-inch pipe running 1 standby Primary Clarifiers Side A 21C 4 3 3 4 3 easterly,adjacent to OOBS,to a junction box which splits the flow to a Caustic Feed Pumps 6 @ 0.5 hp, 11.1 gph duty Primary Clarifiers Side B 21B 4 3 3 4 3 66-inch,and a 108-inch line into the OOBS wet well and a 144-inch to 6 standby ESPA. Under low flow conditions,Bow is routed from the 108-inch line to Sodium Hypochlorile 1 tank-12,000 gal Needs Primary Clarfiem Side C 21B 4 3 3 4 3 the 54 inch PEPS influent line. Sludge and scum from PCB B Side are storage replacing Primary Effluent Pump 22B 2 2 2 3 2 sent to the sludge digesters. Station Hydrochloric Acid 4000 gal Storage Tank Odor Control System 211, 4 5 4 4 4 22J 30 Orange County Sanitation District-Asset Management Plan FY 2011-12 Asset Management System Summary— Plant 2 2. Asset capacity 4. Key Issues for Further Investigation Future Projects Secondary Treatment Table 1 Caoacitv bv S stem Primary Effluent Pump Station Two maintenance decision packages have been sent out system Design capacity Notes No issues for reactor structural rehabilitation and reactor deck cracks Sub System(s) (Min,max,peak 1.Asset Profile and/or average) repairing in the fiscal year 2011-2012.TBA Activated sludge Plant Activated Sludge Plant(Aeration Basins) --..-.---.-� The Cryo units at P2 require significant refurbishment Engineering & Management Strategies r °� Oxygen Reactors 8 139,656 d,90 .. Col to bring to an operating status. The decision has been Consider the GWRS flow requirement for Plant 1 the future ...............e...... awxsm sam„w'r m tltotal q Beens j°ts Oxygen Generation Units 1 40,000 gal duty made by contracting VSA through SP-129 to replace Cryo. flow for Plant 2 after 2016 will be less 70 MGD. The 1 standby secondary treatment at Plant 2 may only need to operate Aerators 32(4 per reactor) Dissolved Air Flotation Thickeners one T/F S/C facilities. Activated sludge plant may only Es. DAFT(a;75 hp(per DAFT units (A, B, C, and D)are rehabilitated under project need to maintenance the current situation without further 'jv�rsi cn a,wm. ^ reactor) 2 @ 40 hp(per P2-89. The thickeners have major corrosion on the weirs, updating cryogenic facility or Construct new pure oxygen s'i4e°� t reactor beeches, and rake arms. There is a 12—14 year age facility. ..........-R ' Air compressors 2 g 28,000 crm difference between the DAFTS: DAFTS A, B and C were +.a,. '-___ 1 g 28,000 crm constructed in 1978, whereas DAFT D was constructed in -OCSD Strategic Plan { �I standby - Engineering Master Plan Secondary Clarifiers 12 @ 182,250 cf, the early 1990s. P2-89 evaluated DAFT performance and ass currently no standby. it was decided no additional DAFT units needed for actual _ o„n.n Waste Activated Sludge 6 @760 gpm 6-.S. 6. Investment Program sludge from project P2-90. Pumps waste activated Table 35-Year Summary Odor Control *^_"° s a--�•� � Et2 Eastrm°m U .q- e..a.le.o1 imrgem saoonaarY Sludge 1 @ lzsh P.1o,6zs - l Pump,PAS gpm There are existing odor control issues and these will be e o MIEA 2 125 hip,10,625 E y N m standbyaddressed by P2-89. m u m mmu rem, m r.n,mni��,ev. wm Jr2W) t East Secondary Sludge 1 50 hp, 1,400 gpm m e .Q m m u w 07 I jo Pump,WAS 1 @J 50 hp, 1,400 gpm C O F 6 m U sem„r„t, standby5. Current and Future Projects sew°r West Secondary Sludge 1@J 125 hp,10,625 P2-90 220,206 218,450 1,554 202 ------ �€ w°µ Ic ` Pump,PAS gpm Current Work t °w'i°rm' t 2�gpm standby 125 hip,10,fi25 Prepare a comprehensive scope of work for the activated SP-129 2,500 174 306 168 1,852 West Secondary Sludge 1 @2 50 hp, 1,400 gpm sludge facilities at Plant 2. The scope of work has defined Pump,WAS 1 @ 50 hp, 1,400 gpm all necessary works for civil/mechanical, Primary Effluent Pump Station (PEPS) standby electrical/instrumentation, and safety improvement works. The PEPS lifts a portion of the primary effluent to a level Channel Air Blowers 2 Q 10 hp The new T/F S/C project(P2-90)will start up in June 2011. that it can flow through the secondary treatment process Thickeners 4 @j 6.5 fi depth,55 fi The hydraulic limitation has been further evaluated to by gravity. The remaining primary effluent flows by gravity d1e prevent the possible spills to the EPSA. directly to OOBS. The EPSA pump station can be utilized TWAS Pumps 6 Q 250 gpm as an alternative to the GOBS. Recycle Pumps s @ IN hp,1.125 m 132.90 Trickling Filters at Plant No.2 Air Compressors 3 Q 20 hp This project expands secondary treatment facilities at Activated Sludge Plant The Activated Sludge(AS) Plant consists of eight pure- Treatment Plant No.2(Plant s 2)tomeet secondary oxygen aeration basins,twelve secondary clarifiers, and 3. Failure Mode treatment standards by increasining secondary treatment two cryogenic oxygen generation plants. Each aeration Table 2 Failure Summary capacity by 60 MGD. This project includes construction of basin contains four individual stages. Each stage contains three trickling filters, a solids contact basin, and six one surface aerator for mixing and mass transfer. In 1996, Process Area Rating clarifiers for additional secondary treatment capacity of 60 the P2-42-2 project extended the length of the secondary 1-New,6-Failed MGD at Plant No.2. This project is part of the Secondary clarifiers from 171 feet to 225 feet. The quantity of flow Standards Program. The tricking filter/solids contact receiving secondary treatment at Plant No.2 is a process o y, b' u process was chosen after preliminary design as the most flow decision based on effluent quality and the overall v e _ W cost effective process to achieve secondary standards at percentage of secondary treatment including the LL 2 W Plant No. 2. The Consent Decree date has been complied secondary treatment from Plant No. 1. Historically,the AS February 15, 2011. plant has successfully treated flows ranging from 60 to 100 Activated Sludge Plant 22 2 2 2 4 4 mgd at Plant No. 2. (Aeration Basins) SP-129 Oxygen Plant Rehabilitation at Plant No.2 Dissolved Air Flotation 221 4 4 4 4 4 This will rehabilitate the deteriorating oxygen plant at Plant Dissolved Air Flotation Thickeners Thickeners No.2.This may include constructing a new facility with new The DAF thickeners are operated to thicken WAS prior to Vacuum Pressure Swing Adsorption technology and the anaerobic digestion. There are four existing DAF's (A, B, Secondary Clarifiers 22G 3 3 3 3 3 (Pressure) 9 P gY 22F complete demolition of the existing facility OR general C and D). repairs to the existing site and equipment and upgrades to Odor control 22 4 4 4 4 4 the instrumentation and Controls and the oxygen plant generating equipment. 31 Orange County Sanitation District-Asset Management Plan FY 2011-12 Asset Management System Summary— Plant 2 2. Demand Profile and Performance 3. Failure Mode Planning a study is being commissioned to examine these Solids PrOCBSS Table 1 Peak, Average and Standby Design Ca acities Table 2 Failure Su sues. System Design Capacity Notes Rating Scale Current Projects 1.Asset Profile Sub Systems) (Min, max, peak P2-89 Rehabilitation of Solids Storage Silos C 6 D and/or averse m 1=New, 5=Failed Process p2_89 will convert digesters J&K to be used either as C T T Anaerobic Digesters < g D e e holders or working digesters, and rehabilitates and j c m d upgrades the dissolved air floatation (DAF)sludge Digesters A 8 B (out 190,800 cf peak c a —e thickeners.This project is needed to process increased of service 190,800 cf averse LL m solids from the new P2-90 Trickling Filters. Digesters C, D, E, F, 167,552 of with cone Anaerobic Digesters 25C G, H 145,770(C, D, F, G) P2-91 Plant No. 2 Primary Sludge Feed System Project and 140,744 E, H of • C, D 4 4 3 2 3 P2-91 provided piping and pumping to route rims .. .�. "�� f clarifier P o n rb k. I Digesters L, M,T 164,201 cf with cone E, H 2 3 3 3 3 d blends I before t so fi^rr• ,•�,- _ sludge from any bank t any digester bank. t al -,- 145,770 cf working mixes an ends primary sludge a ore is pumped. »....moo ,,... .-a.......:._.....: + volume F, G 1 2 2 2 2 P2-91-1 Digester Rehabilitation of Plant No. 2 Digesters P, O, R, S 293,680 cf with cone 2 q q 3 q L P2-91-1 will rehabilitate Plant 2 digester facilities at Plant 259,639 cf cylinder .�e.w�• :d volume 251,111 cf • 2 4 4 3 4 No.2 to replace aging equipment, increase operational M, N, O Flexibility, and restore solids handling capacity. • • •• working volume This project is needed in order to reliably handle the Sludge Blending 2 @ 3840 cf each • T 2 3 3 3 3 additional solids from the new P2-90 Trickling Filters. Anaerobic Digesters Tank 2 3 3 3 3 There are eighteen digesters Plant No. 2. Digesters I,J, P, O, R, S P2-92 Sludge Dewatering and Odor Control at Plant 2 and K are used as holding tanks for digested sludge prior SBT Mixing Pumps 3 @ 67 cfm g 9 to sludge dewatering. Sludge digesters A and B are out of Sludge Dewatering 25H 3 P2-92 will provide new centrifuges for sludge de watering Digester Feed 6 @ 93 cfm Belt Presses 3 3 2 3 facilities to replace aging equipment and reducc bioso e biosolids service, although J and K can also be used as working Pumps hauling and disposal. It will also rehabilitate or replace digesters. Cake Transfer facilityodor control equipment, At Plant No. 2, all the digesters receive a both blended Digester Gas High Pressure: 51,000 25J 4 1 4 4 4 f Station primary sludge and TWAS via separate feed systems. Storage c 6. Investment Strategy Operating temperatures are maintained in the range of 98° Low Pressure:25,000 Cake Loading 25J 2 1 1 1 1 Table 3 5-Year Summary F to 100°F. cf Digester Gas 3 @ 330 hp, 1,550 cfm Odor Control 251 3 3 3 3 3 t: s Digester Gas System Compressors peak E — t 8 The gas system provides gas to the Central Genera on Waste Gas Flares 3 @ 1,550 cfm peak hoppe s on System )C&D a 25J 2 1 1 1 1 e Y generators.The compressor building,gas flares,and the gas _ u n n n S holder were completed between 1984 and 1986. The flares are 3 Q 750 cfm averse P249 57,796 9.128 3,166 13,217 23,103 6,662 operational daily. Sludge Dewatering and Belt Press Boilers 25F 3 3 4 3 3 Belt Filter Press Dewatering Facility Holding Tanks(1,J, 166,630 cf as (I, J, K) Gas Compressor 25E 2 2 2 2 2 P2 91 At Plant No. 2, there are fifteen belt filter presses located K) Building in the Dewatering Building that provide dewatered sludge J&K are convertible P2-91-1 a5,637 iba -- -- ass 492 to the Solids Storage and Loading Facility. Digested Sludge 3 @ 15, hp 1,600 glom 4. Key Issues for Further Investigation Transfer Pumps peak Belt Filter Press Dewatering Facility P2-92 6a,666 1,741 2,943 3,206 2,664 18,031 Solids Storage and Loading Facility 3 @ 15 hp, 1,400 glom This facility is old and showing deterioration. Replacement A new Solids Storage and Truck Loading Facility at Plant averse parts are becoming hard to obtain. No. 2 were completed in 2006. The facility consists of six Sludge Feed Pumps 15 @ 25 hp, 250 glom new dewatered sludge transfer pumps, two circular peak Gas Systems storage bins (each with 600 cubic yards of capacity)and Sludge Grinders 3 5 h peak New parts for key compressor parts are not available and four sludge cake pumps that convey biosolids from the compressors are frequently out of service. No low Dewatering Building to the new truck loading facility. Belt Presses 15 @ 120 gpm pressure flaring ability. Gas driers break down frequently. averse Gas cleaning may be appropriate. Polymer Storage Tanks 5. Current and Future Projects Polymer Mix Tanks Current Asset Management Activities Polymer Transfer Asset management activities are focused on finding the Pumps best way forward for collecting, treating, compressing and Odor Control 3 @ 37,375 ofm Out of flaring the biogas from the digesters. In conjuncflon with Scrubbers C, D,J, K service 32 Orange County Sanitation District-Asset Management Plan FY 2011-12 Asset Management System Summary— Plant 2 2. Asset capacity 4. Key Issues for Further Investigation Design & Construction Utilities Table 1 Ca acit b S stem Chemical Facilities J-33-IA Standby Power and Reliability Modifications System Design Capacity Notes Area 21 has major issues. This project reconfigures and increases the capacity of 1.Asset Profile Sub System(s) (Min, max, peak and/or standby power systems at both treatment plants and averse) Fire Alarm corrects deficiencies, within several major switchgear The alarms need to be fixed since it is not operable(may assemblies and motor control centers, b replacement of Wafer System Standby Power possibly g g ) undersized equipment. y p Y Generators ossibl be a programming issue City Water(Potable) y Power Building"C" 2 1,000 kW Tunnel System As a standby backup to power from Cen-Gen and the Power Building"D" 10 1,000 kW Area 23 fans do not run anymore,which may be due to a utility, the Sanitation District uses diesel-fueled engine- Plant Water Combustion 4 @ 800 kW maintenance issue. generators for critical loads throughout the treatment Turbine Generator facilities. In order to increase the reliability and capacity of Reclaimed Water Building Plant Pipes standby power systems,this project implements Decommissioned pipes in tunnels require removal to more recommendation of multiple studies regarding standby Standby Power Generation EPSA SPF 4 Q 2,000 kW as efficiently utilize tunnel space. Plant pipes in general need power needs, completed in 1994 and later. a corrosion assessment to determine any repairs that are P2.101 Plant Water System Rehabilitation at Plant No.2 Chemical Facilities 3. Failure Mode needed. This project will rehabilitate or replace deteriorating plant Table 2 Failure Summa water pipe that is in need of replacement due to corrosion. Rating Scale City Water Pipes Fiber Optic Backbone This includes the valves that have become unserviceable 1=New,5=Failed Pipelines require corrosion assessment. or have exceeded their useful lives. The project will need Plant Air Process 4 `o to install temporary measures to ensure that the treatment v m m m Chemical Facilities plant maintains continuous operations during the repairs. Fire Alarm c o. c o C Headworks Ferric Chloride system needs to be 0 10 u w maintained until replaced under P2-66 (2012). Future Plant Effluent Disinfection Water System Digester Ferric Chloride system requires rehab or TBA r City Water 2 replacement. Compressed Natural Gas System Potable 27 B Primary Basin Polymer System requires rehab or Engineering & Management Strategies 27 C 1-4 4 4 4 4 replacement. It was scheduled under P2-80 however it -OCSD Strategic Plan Plant Natural Gas System r Plant Water - Engineering Master Plan r Reclaimed Water 3 may have been removed/rescheduled. Tunnel System GAP 5. Current and Future Projects 6. Investment Strategy Standby Power 28 2 Current Asset Management Activities Table 35-Year Summary Plant Pipes Generation TBA Chemical Facilities 2-4 E m u m E Plant Air 27 E 2 Current Projects w e a 0 m H er v Project#08-12B Plant Water Piping Rehab at Plant#2 > o o o ro 0 0 0 0 Fire Alarm 27 F 5 A business risk model has been completed for the Plant c — F a m U a N N N N Plant Effluent 27 G 3 Water Piping. Pipelines identify having a high likely hood 08-12B Disinfection and consequence were selected for replacement since J-33-1A Plant Natural Gas 27 K 2 3 3 2 2 they present a high business risk exposure to OCSD. System P2-101 3,864 114 80 613 1,224 1,466 Tunnel System 27 L 3 Plant Pipes 27 Z 1-4 33 Orange County Sanitation District-Asset Management Plan FY 2011-12 Asset Management System Summary— Plant 2 2. Asset Capacity 3. Failure Mode P2-107 Central Power Generation System Table 1 Capacity bTStem Table 2 Failure Summa This project installs electrical power monitoring and control ystem signNotesProcess Area Rating equipment at Plant No. 2 to protect the plant from power 1.Asset Profile S —] ub System(s) pacity outage problems and reduce the recovery time when n, max1•Now,5•Failed problems do occur. The control system will continuously central Power akand/orc y, c adjust the electrical system to prevent power variations Generation System cea ro e o ° =y o and outages from causing process failures. The new mnea. Flares(3) C C N o system will allow the operation of critical electrical Generators o m o w iE equipment from a single location in the plant. The new �nls wnr aqn P—m -1 ,., Gas Generators 5 3,000 kW u. w bq^"'5°i1;^^"d^► @ Central Power 26 2 3 2 2 2 system will sense power variations and selectively compressor as(including disconnect non-critical equipment, kee in Cen en Bldg. standby) Generationkeeping 9 powering the critical equipment.When the SCE power Engines 5 0 4,166 hp 4. Key Issues for Further Investigation supply has stabilized, non-critical equipment can then A: Cooling Plant Water 2 @ 100 hp, J-109 will Significant improvements to the control systems of the reconnect to the SCE supply.This project allows for the 3 Pumps 2,250 m make the engine generators have been completed. The original, reconnection of equipment from one central location, Sludge p glom 9 g p rather than at each process area. Dlgeaters _ pumps VFD obsolete controls have been replaced with the Sanitation P `e'°` A e C 150 m District standard system. The new system provides Cn°'ne J-106 Condensate Pumps 2 m 1.5 hp,40 5 and a d improved engine efficiency, lowered emissions, provided improved load management capabilities. In addition,the This project rehabilitates the Interplant Gas Line. The line as ;d;;,a m ears old Parametric Emissions Monitoring System was replaced transports digester gas between Reclamation Plant No. 1 Submersible Sump 2 @ 10 hp,400 20 years old Plant No. 1 and Treatment Plant No. 2 Plant No. 2 . A ---I-------I- Pumps m with improved emissions monitoring technology that is ( ) ( ) """""""' liner will be installed within the existing pipe to protect the integrated with the engine controls. 9 P P Boiler Feed Water 2 @ 7.5 hp,40 pipeline from corrosion,and to prevent future pipe failures. Pumps rn A research project has also been completed using two Central Power Generation System (CGS) Prima Heat Loop stage exhaust catalyst and urea injection that Future Projects CGS No. 2 consists of a dedicated Power Building that Primary p 2 05 30 hp, 20 years old 9 Ys ) Boiler Rehab Circulation Pumps 1,050 m demonstrates the engines will be capable of meeting houses five 3,000 kW s kW gas-fueled engine generators and a Waste Heat foreseeable future AOMD emission requirements. Deareators Rehab single 1,000 kW steam turbine generator. The engines are 2 @70 hp,450 20 years old 16 cylinders,four stroke,turbo charged, intercooled Exchanger Circ. gpm Engineering& Management Strategies Cooper Bessemer model LSVB 16 SGC reciprocating Pumps A lot of auxiliaryequipment is failing (technologyis more OCSD Strategic Plan and Engineering Master Plan units,which drive Ideal Electric brand electrical generators Waste Heat 5.3 million Full Load g g g g Recovery Units BTU/HR than 20 years old),which is being handled case by case. The Master Plan has identified several projects related to at 12,470 Volts AC. The steam turbine, which is powered the digester gas handling system including Flaring, by thermal energy captured from the waste heat of the 150 psi @ Air filtration system replacement Items due to corrosion treatment, and compression systems. These systems engine generators exhaust, also generates at 12,470 Volts I 50OF • Air Louvers have a direct impact on operation of the Central AC. In addition,the plant produces useful process heat for Heat Reservoir Circ. 5 @ 10 hp, 280 1 per engine Generation Systems and will be coordinated to improve digester heating from engine cooling water. CGS Nos. 1 Pumps m • Air Filtration system operability, reliability and safety. and 2 are each classified as a"Small Power Production Jacket Water Pumps 25 hip,575 gpm 1 per engine • Supply fan blowers and housing Facility,"which is a qualifying facility under PURPA Auxiliary Waste Heat 5 h 280 regulations. To qualify for this"Small Power Production LoopPum s p' gpm 1 per engine Start Air Compressors will require replacement,which is 6. Investment Program Facility'classification,the plant must utilize a renewable planned under project#SP-34. Table 3 5-Year Summary fuel, such digester gas for a minimum of 75 percent of Gas Compressor 1 @ 11000 kW the total energy input. Building(trailer There is a concern of corrosion within the cooling water mounted) lines (10-14")due to 20 years of plant and GAP water 9 Supplier Fans (5)30 hp fans 470 rpm for usage. _ d $ R 66,000 cfm the fan "o w $ Dearators 2 50 psi @297F Working 5. Current and Future Projects i is u Pressure Current Asset Management Activities J-111 30,279 0 2,897 1,116 13,579 -Output 20,700 lbs/hr TBA J-79-1 23,261 20,830 2,389 42 -Heater Capacity 41.4 gpm from With 125 psig J-109 12,628 2,445 2,657 6 653 873 Current Projects P2-107 22,895 0 0 0 815 140E to 227E min. steam J-111 pressure This project will add urea injection and two stage catalyst J-106 5 271 1,076 608 3 280 307 -Feed pump @ 40 gpm technology to units 2 and 3 and improve the gas cleaning J-79 11,596 11,584 12 0 0 -Re-circular pump @ 50 GPM system to protect the catalyst beds. -Makeup pump @ 20.7 gpm J-109 This project will change the cooling water supply from purchased reclaimed water to plant water at both plants. 34 Orange County Sanitation District-Asset Management Plan FY 2011-12 Asset Management System Summary— Plant 2 1-Mlle(78-Inch)Outfall system Design capacity Notes 5. Current and Future Projects The NPDES Permit designates the 1-mile outfall as Discharge Serial Sub (Min,max,peak and/or OceanOutfallSystem Number 002,which was the primary discharge point prior toconstruction syts average) Current Work of the 5-mile outfall in 1971.This oudall has been used since then for ni J-112—Outfall and GOBS Piping Rehabilitation emergencies,but its designation will be revised to include periodic Inspected and repaired the COBS wet wells,inspected the condition of 1.Asset Profile discharges during maintenance work on the 5-mile ouffall. The 1-mile Wells the 0068 intakes,inspected and repaired the 120"line between OOBS outfall consists of approximately 7,000 feet of 78-inch diameter pipe with EPSA Pumps 2 @ 120 mgtl duty New pumps and Surge Tower 2,and designed an emergency fix for the groundwater Facility a 1,000.fool long diffuser section at an average depth of 65 feel below 1 @ 120 mgd standby infiltration at the old flow metering station. use �' parlped mean sea level.The capacity of this outfall is approximately 240 mgd. A comprehensive scope of well,for the entire outfall system that will pump scid. EPSA Effluent 102"Line to Surge Tower 1 New lines define all necessary engineering studies,civil/mechanical, -------------------- Lines 120"Line to Sure Tower 2 electricaldnstrumentation,safely improvements,data/lelecommunicaflon, Santa Ana River Overflow Weirs 9 aac nfiers --- and any other necessary work is being prepared.The scope of work will Two separate overflow weirs discharge into the Santa Ana River.They Surge Tower 1 26-ft diameter,98-ft height Needs ciedrare define all the rehabilitation and renewal work necessary for n to 2 outfall A_L Sanu nna Giver are used only in extreme emergencies. The 00B5 Overflow box refurbishing System to meet its necessary evedservice for the next ten to fifteen ' �- ---------ii,ove=�O includes a 501 overflow weir with two 72'flap gates.The Junction Box wermry sA6al _ includes a 50-fit overflow weir with two 66"flap gates. The combined Land side pipe Valve eon,2 manholes, Needs to be years.The information comes from operating and maintenance stall, - {•�Bmarga"ry Transition Structure demolished corrosion assessments,physical inspections,and engineering studies. f outfal� overflow capacity of both weirsisapproximately 2le mgd and under high T ` may. The issues mmentl in the scope of works may result in operational - omtao flow conditions in the Santa Ana River,it is possible that the water Surge Tower 2 26-ft diameter,88-ft height Needs pmmern ise°a am wzi elevation in the river would prevent discharge from these overflow weirs refurbishing change recommendations,posed,,or actions,non-public of work p projects,public works projects,or inclusion in a rolling scope dwork for x. seven without pumping. T , Anrwx Land side pipe New Meter,Old Meter,2 Needs the next area rehabilitation project. wee, � 'j=�t ;, 2. Asset Capacity Sample Points,Pressure Relief refurbishing Valves Future Projects Table 1 Capacity by System Several projects have been planned,such as: ABC Basin : t.ryi s>.a• Beach Box 120"outfall begins Unknown condition P 1 rxsu ; aria System Design Capacity Notes 78"outfall begins Pipe passes : J-110-New Sampler Building-project already started ;+2pmch Sub (Min,max,peak and/or J-113-Outfall Piping Evaluation through the box aunen Syste ..raga) J-114-OOBS Electrical Rehabilitation m""°'.•, ts.w ova coo Ocean 120"Pipe@480 mgd J-117-OOBS Mechanical Rehabilitation drive unan w.¢ m(s) Outhlls 78"Pipe @ 240 mgd standby J-119-OuHall Beach Box Evaluation a, eoosur 9aaon Ocean Outfall 480 m d dui H a looasl tsp.wo 9 Y It is being discussed how the scopes of work of these projects,along with y Booster 120 mgd standby other elements that also need to be accomplished,can be managed he Station 3. Failure Mode fewer projects eexected encompass everything required and meet the ^nteMem GOBS P 1 Pa rY< � 9 e9 la lX.,1 (OOBS) level of leserviceexpected. unr N".t EJ Influent Lines 84"Line from Pi Overflow box Table 2 Failure Summary The elements of the work required include the following: 66" Complete the existing GOBS/EPSA hydraulic analysis by Line from Pi Not used Process Ara. Rating including the Beach Box and possibly the Transition Structure, 120'Line from P1 Jundion Structure 1=New,s=Failed which reduces the pipe size from 120"to 78' 120'Line from P2 Trickling Junction Structure • Based on the results of the hydraulic analysis,develop a new Effluent Discharge Facilities Filters u c D =' operating philosophy to determine gravity How and the GOBS Treated effluent from OCSD's Plant Nos.1 and 2 is discharged to the Overflow Box 2-72"Flap Gates 10.25 ft elevation o '£ ° w i pump requirements o Pacific Ocean through two alternate pump stations by way of tw Based on the OOSS pump requirements,evaluate the alternate ocean curtails(the duly 5-mile 120.inch and the standby 1-mile Si Line can flow to JB-C Cs V LL rc W condition of the existing DOSS pumps and motors and 78-inch entails).In addition to the two outfalls,there are two overflow Junction 66'and 108'Lines can flow to Needs determine their needs weirs at Plant that discharge directly into the Santa Ana River(two 72" Structure JB-1 and to JB-C refurbishing • Assess and repair the entire outfall lines,including Surge System 24 J 3 2 2 2 2 Hex gates from GOBS Overflow Box and two flap o 8ap gates from Junction 1-mile Ocean Outall Sy Towers,pipe risers,and old How meter vaults Wet Wells ilsolation Gate to North Wet Recently BoxAOverflow Weir). Installs new Sampling Building with the ability to sample either Ocean outfall Booster Station OOBS Well good condshedition and in 5-mile Ocean Oulfall System 24 J 3 2 2 2 2 oudall in service The effluent from Plant 1 and from the net trickling fliers flow into the 2 Isolation Gates to South Will good condition • Install new How meters at both outfall lines OOBS Overflow Box and Junction Structure.From these structures,flows Well Need replacement Beach Junction Box and Repair or replace the Beach Box and the Transition Strecture, can be directed to the OOBS or to the EPSA or both simultaneously.The 5 gales into pumps Risers 24J 4 4 5 4 5 Implement the recommendations made by the evaluation of the OOBS houses five pumps equipped with variable frequency drive motors COBS pumps and motors 00B5 Pumps 4 @ 120 mgtl duty Needs and typically a the lead pump station,normally pumping the effluent 1(03 120 mgd standby refurbishing Ocean outfall Booster Station 24 G 3 2 2 2 2 • Assess the most adequate method for cooling the EPSA pump through Surge Tower No,use the Timor outfall d t manipulating motors and implement the recommendations valves,OOBS can also use Surge Tower No.1 and the i+nile oudall,d Line Effluent pipe Above ground steel outfall Recently Evaluate the grounds between the OOBS and the Sample needed. Its has 79 critical assets. Line pipe to Surge Tower inspected/repaired Effluent Pump Station Annex 24H 2 3 3 2 1 Building and coned any faulty drainage and asphalt condition Effluent Pump Station Annex(EPSA) Effluent Pump 240mgd duty Newstructure Effluents from Plant l and the new trickling filters can also Dow into the Station Annex 120 mgd standby Issues with pump 4. Key Issues for Further Investigation 6. Investment Program EPSA Junction Box and its wet well through Jundion Box A.Effluents (EPSA) motor cooling y g g from Plant 2 activated sludge process also bow into EPSA wet well.The Beach Box Table 3 5-Year Summary EPSA houses three pumps with variable frequency drive motors and can Influent Lines 14C Line from JB-A New lines This structure is in need or urgent care and a plan to repair and/or also discharge to either ouffall by manipulating valves. It has 42 critical 102 x 102'Line from Secondary replace must have high priority given the environmental risks. c .O assets. Ocean OuHali Booster Station N e Effluent JB y Ve V Y1 Surge Towers Pump drives and electrical controls are becoming obsolete.Parts and .9 b _ g Jundion Be.0 144"Line mules flow from New line technical support for the existing equipment are becoming increasingly do era N sit 4 There are two independent surge towers located between the two pump .r$ '`L a OOBS to JB-A difficult to retain. A new hydraulic study based on currendprojected flows > Ce O O as e e e e stations and the ocean ouffels,which help overcome the oman's CCa H6m O9 w w w w variable tidal hydrostatic pressure. Surge Tower No. 1 is tied to the 1- Junction Box 2-66"Flap Gates New structures that includes a refurbished Beach Box should be made to properly size — mile ouffall and Surge Tower No.2 is tied to the 5-mile outfall. It's been antl lines the pump capacities. r9 66"Line can flow to 1.2 mg Land-Side Outfall Pipes&Appurtenances J-110 12,585 156 933 992 1081 4,477 identified to have 27 critical assets. Storage Basins 10.25 ft weir The condition of the interior and exterior of most of the land-side oudall 5-Mile(120-ineh)Outfall 14C Line flows to EPSA JB is elevation to SAR piping is unknown.Inspection,testing,and repairs must be done.Pipe J-112 21,739 3,113 3,901 12,315 2,410 The NPDES Permit designates the Smile outfall as Discharge Serial JB-8 risers must be replaced,the old How metering station repaired,and faulty Number 001,which is the only regularly used discharge outlet and butterfly valves replaced. consists of approximately of 21,400 feet of 120-inch diameter reinforced EPSA Junction 2 gales into Primary Wet Well Nevestructure Summary of Condition J-117 15,402 ----- -- 208 1,202 ----- ------ concrete pipe,plus a 6,000 foot-long diffuser section.The diffuser section Box 4 gales into Secondary Wet Stalls have identified a total of 246 critical assets in Plant 2 Oudall Itself ranges in size from 120 inches to 72 inches in diameter and is at an WeII System,of which the following require special attention,as shown in average depth of 183 feet. At high tide,the ouffall has a rated capacity of EPSA Wet 6 gales to pumps New structure Table 3. 480 mgd. 35 Orange County Sanitation District-Asset Management Plan FY 2011-12 Asset Management System Summary Pipe runs from Broadway at Edinger Ave. to Sixth St.then Greenville-Sullivan 2T'VCP Q=9.74 1952 Lower Main Broadwa Collections Service Area 1 -Santa Ana, Costa to main St. at 6`"St. There are 2,663 feet of 27 inch VCP 24"VCP Q=7.6 1952 Main Dyer Interce for Mesa there are 6,181 feet of 24 inch VCP. Grand Ave. 2T'VCP Q=9.6 1966 Raitt Street Main Street Trunk, Contract#1-8 24"VCP Q=9.6 1966 1. Asset Profile Pipe runs from 0'St.to Buffalo Ave. There are 2,138 feet Warner Ave. 21"VCP Q=4.67 1966 4. Key Issues for Further Investigations _ of 21 inch VCP, 1,601 feet of 18 inch VCP, and 2,184 feel Broadway 2T'VCP Q=11.4 1966 • North Bristol trunk line ends and connects to Myrtle of 10 inch VCP. 24"VCP Q+10.4 1966 Trunk which belongs to the City of Santa Ana. Thus ••••••••• •' _ - �_.- Main Street _ 1966 the questions becomes should the North Bristol trunk 21"VCP Q=7.6 Washington Ave Sub-Trunk,This was transferred to the be considered a city line or regional line. This needs Cityof Santa Ana. Background information Part of 18"VCP Q=4.6 9 to be reviewed and based on a decision resolved if i Contract#1-8 10"VCP Q=0.74 applicable. I _ Pipe runs from Main St. to French St. There are 1,860 feet 17"St. Sub-Trunk I 15"VCP Q=3.0 1966 • Many of the trunk sewers in this service area do not .`.....L •- ,, of 15 inch VCP. Fruit Street 21"VCP Q=5.17 1968 serve a regional purpose. Thus,transferring of these 17" Street Sub-Trunk, Part of Contract 1-8 18"VCP Q=5.17 1968 sewers to the City of Santa Ana should be reviewed ,..,, ._ .Id •- Pipe runs from main St. to Valencia St. There are 1,860 15"VCP 0=3.45 1968 and based on a decision resolved if applicable. Or i feet of 15 inch VCP. North Bristol 24"VCP Q=6.0 1968 ..... .,,., •- Fruit Street Trunk, Contract#1-9 Lower Main 21"VCP Q=4.2 1968 5. Current and Future Projects Pipe runs from 6i'St. and Main St.to 17`"St. and Grand Broadway 18" Current ssetana VCP Q=3.8 1968 9 Ct A Management Activities .•/`/ -J r • Ave. There are 2,571 feet of 21 inch VCP, 2,439 feet of 18 TBA 33"VCP Q=16.4 1969 - inch VCP and 2,743 feet of 15 inch VCP. 30"VCP 0=15.1 1969 Current Projects _ -•• North Bristol Trunk, Contract#1-10 VCP Q=14.9 1969 01.17 Santa Ana Trunk Sewer Rehab. 27" Pipe runs from Myrtle to Santa Clara. There are 1,310 feet Main Dyer 39"VCP Q=21.8 1971 This rehabilitates the existing Santa Ana Trunk sewer •� =-- _ ® of 24 inch VCP, 7,026 feet of 21 inch VCP and 860 feel of Interceptor 36"VCP Q=20.1 1971 from the Sanitation District's Reclamation Plant 1 to 18 inch VCP. 24"VCP Q=6.9 1971 Bristol Street in the Cities of Fountain Valley, Costa Santa Ana Trunk, Contract#1-1 Lower Main Broadway Trunk, Contract#1-11 18"VCP Q=3.2 1971 Mesa and Santa Ana.The project rehabilitates over 30 Pipe runs from Plant 1 to Bristol St. and Alton Ave. There Pipe runs from Dyer Rd. and Main St.to Broadway and Raiff Street 27"VCP 0=9.04 1976 concrete manholes, and approximately 17,000 feet of are 11,222 feet of 48 inch RCP,434 feet of 60 inch RCP, Edinger Ave. There are 1,874 feet of 33 inch VCP, 1859 24"VCP Q=8.40 1976 42-inch and 48-inch unlined concrete pipe. This and 5,642 feet of 42 inch RCP. feet of 30 inch VCP and 3,372 feet of 27 inch VCP. 21"VCP Q=8.40 1976 project will increase the life expectancy of the trunk Dyer Road Trunk, Contract#1-2 Main-Dyer Interceptor, Contract#1-12 sewer by 25-30 years. Pipe runs from Alton Ave. at Bristol St.to Dyer Rd. at Pipe runs from Sunflower St.to Dyer Rd. There are 2,197 Grand Ave. There are 5,679 feet of 33 inch VCP, 3,743 feet of 39 inch VCP, 3072 feet of 36 inch VCP, 2,564 feet 3. Failure Mode (To be Completed in the future) Future Projects feet of 24 inch VCP, 1,308 feet of 27 inch VCP, and 3,640 of 24 inch VCP and 1,567 feet of 18 inch VCP. Table 2 Failure Summer 1-101 Raitt and Bristol Street Sewer Extension? feet of 24 inch VCP. Raiff Street Trunk, Contract#1-14 Gravity Trunk Lines y Bristol Street Trunk, Contract#1-3 Pipe runs from Sunflower St.to Myrtle St. There are 4,272 g c J Engineering I Management Strategies Pipe runs from Alton Ave.to Warner Ave. There are 2,808 feet of 30 inch VCP, 7,268 feet of 27 inch VCP, 2,585 feet c ,� u- m feet of 30 inch VCP, and 1,716 feet of 24 inch VCP. of 24 inch VCP and 2,764 feet of 21 inch VCP. a 6. Investment Program Greenville-Sullivan Trunk, Contract#1-4 c z L Table 1 Profile mma E is Table 3 CIP Bud et 000's Pipe runs from Alton Ave.to Myrtle. There are 8,719 feet 2. Asset Capacity by System U .�. a .�T. Project Total Cost 2011- 2012- 2013- Su of 27 inch VCP and 7,298 feet of 24 inch VCP. Santa Ana Projected to 2012 2013 2014 Grand Ave.Trunk, Contract#1-6 Gravity Trunk Lines Pipe Diameter and Pipe Age Budget date Pipe runs from Grand Ave. at Dyer Rd. to Grand Ave. at Capacity Der Road Bristol Street 01-17 21,156 1,513 518 1,303 534 Warner Ave. There are 780 feet of 27 inch VCP, and 2066 Q=MGD Santa Ana 48"RCP Q=2416 1952,1993 Greenville-Sullivan . feet 24 inch VCP. Grand Ave. Warner Ave.Sub-Trunk, Contract# 1-6-1 60"RCP 1964 Pipe runs from Warner Ave at Grand Ave. to Maywood 42"RCP Q=16.58 1952 Warner Ave. Dyer Road 33"VCP Q=9.05 1952 Main Street Ave. at Lyon Ave. There are 1,604 feet of 21 inch VCP. Washington Ave Sub-Trunk Broadway Trunk, Contract#1-7 27"VCP Q=9.10 1952 �" 24"VCP Q=6.54 1952 17 St. Sub-Trunk Bristol Street 30"VCP Q=8.79 1952 Fruit Street 24"VCP Q=8.52 1952 North Bristol 36 Orange County Sanitation District-Asset Management Plan FY 2011-12 4.2.5 Future Asset Summary Development The Asset Management System Summaries will continue to be maintained and developed over the coming years by the asset management program coordinator. It is envisioned that the following Asset Summaries will be developed for OSCD assets with assistance from various O&M divisions. Collection System Service Areas: • Gravity Sewer Lines • Force Main Lines • Pump Stations Facilities: • Stationary Assets • Mobile Assets Future development of the completed asset summaries will be achieved through building these summaries electronically, and linking them to detailed asset management plans for each asset summary with additional asset data. Future development of the asset summaries will be based on further development of the following plans. It is expected that these plans will be developed as support documents to the Asset Management Plan. 4.3 Full Economic Cost of Infrastructure Service Delivery 4.3.1 Introduction All owners of infrastructure need to understand the "true" economic cost of their infrastructure assets. Understanding the bottom line or the point at which the assets become non-economic to own and operate is important. This is one of the identified failure modes for an asset. This section of the report outlines the latest approaches in this area. It is intended that OCSD will transition to report cost of service in this manner over the next four years. It will not displace the current cash or accounting processes but will provide management with another source of information useful in optimized decision making. There are different costs that occur in each phase of an asset's life. Depending on the level of service intended, it is possible to provide service at vastly different cost levels. OCSD will turn its focus from the initial capital costs of creation and acquisition to the overall Iifecycle cost. For some short-lived or dynamic assets, recurrent expenditures for the operations and maintenance of assets represent a significant proportion of the total life cycle costs of these assets. It is important to be able to attribute the costs to each phase in an asset's life cycle so that the total life cycle costs (or total cost of ownership) can be established to enable better decision-making by management. 37 Orange County Sanitation District-Asset Management Plan FY 2011-12 4.3.2 Cost Elements The cost of infrastructure asset services is quite complex and it is vital to understand not only the current costs but also the long-term life cycle costs and the current position of the asset in the asset life cycle as shown in the following Figure 4-3. Figure 4-5 Life Cycle Costs c STS CUMULATIVE COSTS OVER ASSET LIFE DISPOSAL AND REPLACEMENT CASH FLOW / OF ASSETS a } EFFECTIVE lolls CREATE MAINTAIN REFURBISH The key elements in asset costing for OCSD may include the following: Financial costs; Asset depreciation; Asset operations including collection systems; Asset maintenance; Asset administration; and Disposal costs. Capital investments occur at asset creation or acquisition and can continue throughout the life of the asset in the forms of major repairs, improvements, rehabilitation, renewal, expansion; the blend of capital investment, and operations and maintenance activities will impact on the use of the asset or its depreciation. 4.3.3 Quality of Outcome / Level of Service The true costs of providing infrastructure services depend on the standard or level of service required by OCSD and the community. While a high level of service is what every user may desire, the full cost of providing that level of service must be shown so that a realistic level of service is set and ties into the expectations of customers or stakeholders and appropriate annual service fees.. OCSD should strive to provide the required level of service at the lowest appropriate costs. 38 Orange County Sanitation District-Asset Management Plan FY 2011-12 4.3.4 Community Wealth The intent of any good accounting standard should be to reflect the real condition of the entity in terms of cash on hand, asset value or wealth and income/expenditure/liability factors. Modem infrastructure accounting standards have tried to develop techniques for measuring and reporting this better than in the past. The Government Accounting Standard Board's Statement 34 attempted to do this; however, several shortcomings in terms of historic cost and assets pre-1980 and real time condition have severely weakened this objective. With long-lived infrastructure the key issue relates to each asset's replacement cost and to the rate at which it is being consumed or used. By understanding the true condition and performance of the assets, OCSD can also understand the individual wealth of that community served by OCSD infrastructure. This is similar to how most people think as home or car owners (except that they are market driven values). The current property value is considered to be an "asset". It appears in their overall 'wealth' assessment and as such they can see how their family business is going from a total financial position. It is no different for the custodians of the community's assets. Best appropriate practices show that the elected members, directors and managers all need to work towards managing this infrastructure in a "sustainable" manner for present and future generations. Understanding the full economic cost is a key part of this picture. Respecting the proposition of"community wealth" is critical to adopting an OCSD site speck"best appropriate practice" in this area. Figure 4-6 The Balancing Act THE BALANCING ACT Customer Sustainable Asset Residual Expectations Cost of Service Performance Business Risk Level of Service Exposure OCSD 4.3.5 Conclusions The true cost of infrastructure services is heavily dependent on both the valuation and consumption of assets (depreciation) process and true operating and maintenance costs. They are critically related to the links between asset standards or levels of service and the most appropriate maintenance, capital investment and operating regimes. OCSD needs to understand this relationship and its accurate cost of service (full economic). This is an asset cost based model and the issue of cost versus price/value needs to be considered. 39 Orange County Sanitation District-Asset Management Plan FY 2011-12 To provide a clear picture of whether the ratepayers of today are meeting their share of the system costs, it is necessary to look at the annuity of the future capital cash flow based on well-developed and detailed Asset Management Plans. This type of an Asset Management Plan has a high confidence level rating (CLR)through maintenance plans and CIPs that consider the triple bottom line. The benefits to OCSD of making a transition to a "full economic costs" model is that it will now have a picture of life cycle cost where the increased costs in one area must be reflected in a suitable reduction or trade off in another area. Capital investment reduces operating and maintenance costs or business risk exposure or there is a beneficial improvement in the levels of service offered. This type of model can then be shared with the OCSD member cities and agencies as an example of best appropriate practices. 40 Orange County Sanitation District-Asset Management Plan FY 2011-12 5. OCSD Asset Management Model 5.1 Model Background In 1998, OCSD commissioned a study with R.W. Beck to analyze future asset replacement needs and to deliver a computer model that could be used to project alternative scenarios for funding replacements. This study used two parallel efforts; the first was building a system inventory of both existing and anticipated future assets with a method for estimating replacement costs. The second effort used those estimated replacement costs to generate a future expenditure plan and related user fees and rate to fund the expenditure plan. This work represented a significant step forward for long-term asset expenditure planning for OCSD. The modeling work included many best practice approaches including: r An asset register based on financial project records; r Indexed current replacement costs; r Future costs escalated by construction cost indices; r Asset useful lives for different asset types; and r Estimated expenditures at set points in asset lives based on asset age. As a financial planning tool this was a great improvement from previous processes. The approach used to build the information is considered a "top down"view of the assets and necessarily makes some broad assumptions about asset condition and performance in estimating the expected expenditures. The model constructed was limited to a 20-year projection of asset expenditure needs. The Asset Management Plan 2005 approached the question of asset replacement needs from the "bottom up" perspective by: r Building a detailed asset register based on a complete asset hierarchy(an asset by asset compilation); r Populating the information in the model with more detailed data about each asset that was used to make a more educated estimate of actual asset rehabilitation and replacement funding needs. The analysis was run for a 100-year projection, thereby more closely matching the actual needs of many of OCSD's long-lived assets. The model attempted to improve on the R.W. Beck model by considering the following issues: r A comparison between the OCSD Computerized Maintenance Management System database and the R.W. Beck asset register shows that some assets may not be accounted for(for example, the ouffall, although mentioned in the report, does not appear in the database); r Better asset data is now available since the R.W. Beck model was developed; r The asset breakdown in the R.W. Beck model is too high a level to derive more accurate renewal figures. r This is due to the fact that the OCSD Financial Information System catalogues asset information by CIP and not to actual assets. The Asset Management Plan constructed an asset register to a lower hierarchical level for this application to be achieved. r The replacement valuation has been completed at an asset project level and as such: at Orange County Sanitation District-Asset Management Plan FY 2011-12 The component replacements have not made sufficient allowance for'component renewal factors' necessary for fife extension models; and The replacement valuations made allowance for the cost indices from the original date of construction or used current replacement tables, but did not make the necessary adjustments for the fact that many assets were built in an undeveloped environment and will now have to be renewed or replaced in a developed environment. P The average asset lives used in the R.W. Beck model was based solely on asset age. This does not account for the various factors that will contribute to the typical decay of like assets. It is vital that the knowledge of key staff is used to supplement this information in terms of known performance or condition; P The rehabilitation/renewal assumption are reasonable for mechanical /electrical assets; however, they need to be adjusted to reflect the basis for civil structures and pipelines; P To better understand the renewal dates it is vital to understand the criticality of an asset; there is a need to include Business Risk Exposure allowances into the model; P The model makes no allowance for maintenance allocations for new assets and assumes that the assets will actually reach their effective lives; r Assets whose lives are consumed are renewed or replaced but only for one cycle. To run a full cost analysis over a 50 year timeframe it is essential that these assets are renewed and commence again; and r It is now believed that it is best to express all future cost models in current cost terms and not to make assumptions for inflation or cost indices. Future customers and ratepayers should be allowed for but costs should be expressed in 2006 dollars. This is believed to give a better response from ratepayer surveys as it allows them to assess the impact in terms that they know, "How do I feel about it in my financial environment today?" For the first Asset Management Plan in 2005, after some review of the existing data and OCSD's internal knowledge of the asset condition, it was decided that only data that was already available in electronic format in the Computerized Maintenance Management System, the Geographic Information System and the Facilities Atlas would be used for the analysis in this report. 5.2 The Asset Management System Summary Plans To meet the objectives outlined in the previous sections of this Asset Management Plan, a series of calculations was performed on the current and future OCSD assets. To facilitate this process, a Future Expenditure Model was developed, which is designed to: P Merge together a number of sources of data from across OCSD; r Create and summarize management strategies for each asset type or individual asset; r Estimate the treatment and associated costs by year for 100 years, P Estimate an asset valuation for each asset; and r Report on future expenditure and value of the asset portfolio. The Future Expenditure Model can be used in several ways to better understand and make decisions about the assets. Some of the existing uses include: r Calculate the future expenditure profile of the organization, including capital, operations and maintenance costs; 42 Orange County Sanitation District-Asset Management Plan FY 2011-12 r Identify those assets that are approaching the end of life and require further analysis and possible inclusion in the CIP; P Prioritize the review of assets based on their risk profiles; and o Optimize the management strategy for an asset, including the intervention points based on risk, cost or condition. This model draws together data from a number of sources across OCSD. Some of data was extracted from the existing OCSD information systems, while other data was estimated for the purposes of this Asset Management Plan. The Future Expenditure Model considers the full life cycle of the assets, starting with construction through to disposal. The model can be used to model any future time period; however, the modeling has been projected over the next 100 years so that replacement of the longest effective lives are incorporated into the planning period. 5.2.1 Asset Management Plan 2005 Development The major steps undertaken in the Future Expenditure Model development for Asset Management Plan 2005 were as follows: r Development of the Asset Management Plan 2005 Future Expenditure Model Methodology- Developed all the formulas and logic required to perform the necessary calculations; P Review of Existing Data Sources-The major data sources from OCSD were reviewed and data was chosen and used in the Future Expenditure Model; r Asset Register Population and Validation -A Complete asset register was developed for OCSD and populated with the data discussed above; i Asset Condition (CIP Projects)- Many of the existing assets are planned to be replaced in the existing CIP. The replacement data from Engineering was gathered on all of the present and future CIP projects and used to estimate future replacement dates; i Asset Lives Estimation -An estimate of asset life (from new condition)was developed for all major asset types; P Asset Valuation Development-An estimate of cost for each major asset type was developed; P Failure Mode Prediction - Failure modes based on age, Cost effectiveness, and risk were calculated for each major asset type; r Residual Economic Asset Lives (Age and Condition)- Based on age and condition, the remaining economic life by asset type was calculated; i Asset Criticality—Based on probability and consequence of failure, high-risk assets were identified; P Asset Strategies-Where possible, management strategies were identified to reduce risk and premature asset failure; P Cash Flow Model -Annual replacement costs were estimated from the above information. 5.2.2 Asset Management Plan 2006 Development 43 Orange County Sanitation District-Asset Management Plan FY 2011-12 The major steps undertaken in its development for Asset Management Plan 2006 were as follows: o Asset Condition (CIP Projects)—The CIP had changed significantly since 2005 with some projects being completed and many projects having been revised and reviewed due to financial constraints. Many of the existing assets are still planned to be replaced in the revised CIP but the available level of detail and confidence in the data has improved as projects have moved through design stages. Updated replacement data from Engineering was gathered on all of the present and future CIP projects and used to estimate future replacement dates; P Asset Register Population and Validation -A revised hierarchical asset register was developed for OCSD and populated with the data discussed above; P Asset Lives Estimation -An estimate of asset fife (from new condition data)was updated for several major asset types based on Delphi workshops and current performance of assets; r Residual Economic Asset Lives (Age and Condition)- Based on age and additional condition data, the remaining economic life by asset type was re-calculated; r Asset Criticality—Based on probability and consequence of failure, high-risk collection assets were identified; and P Asset Valuation Development-An estimate of valuation for the portfolio and each major asset type was developed; and P Cash Flow Model -Annual treatment costs at the asset level were estimated from the above information, and validated against 2006/2007 maintenance programs for major items. 5.2.3 Asset Management Plan 2008 Development The major steps undertaken in the future Expenditure Model for the Asset Management Plan 2008 were as follows: o Asset Register Population and Validation -A revised hierarchical asset register was developed for OCSD and populated with data from GHD's TeamPlan 2006, GIS, Fleet MMS, and CMMS; P CIP Projects—Following discussion with Engineering, the adopted approach for CIP projects is to use the existing CIP data and costs, run the model, review the Team Plan outputs and cross check the model results against the current CIP programs; P Asset Lives Estimation -An estimate of asset fife (from new condition data)was updated for several major asset types based on Delphi workshops and the current performance of assets; r Asset Valuation Development-An estimate of valuation for the portfolio and each major asset type was developed based on the California Construction Cost Index between September 2004 and November 2007. Many asset types had specific formulas developed to calculate replacement costs across a range of asset sizes; and P Implementation of Future Investment Modeling Software—TeamPlan version 3, developed by GHD, was installed on the OCSD Terminal Server, Term1. The model was run for the full asset register and results prepared on the OCSD server. P Expenditure Validation—Preliminary results from Team—The preliminary expenditure results were reviewed with key engineering and finance staff members and changes were made to the final results based on identified resource and expenditure limits. 44 Orange County Sanitation District-Asset Management Plan FY 2011-12 5.2.4 Asset Management Plan 2011 Development As part of the constant asset management improvement process OCSD periodically updates its future funding requirements using the TeamPlan software model. This refines and builds upon previous model runs by incorporating new enhanced asset information. However, for this year it was determined that the asset register was not up to date in reference to completed capital improvement projects. In addition the CMMS improvement project was still in progress. When the new CMMS system is properly implemented it will provide better data for the TeamPlan model run. For these reasons, to improve the long term model projection the effort changed. It now focused on eliminating assets from the list of renewals forecasted by the TeamPlan model based on competed CIP's, and recreating the future investment needs figures to reflect the modified forecast renewal expenditures. This resulted in 63 CIP projects being reviewed in reference to the TeamPlan model. Out of this list of CIP's not all contained physical assets, some were completed and others cancelled. The result of this had a refinement of the TeamPlan output from the previous model run. 5.3 Model Structure The Future Expenditure Model has been structured around the existing OCSD data hierarchies currently defined within OCSD's information systems. This has had several advantages, including: r Reduces the need for large amounts of data manipulation; P Allows for a critical analysis of the existing data hierarchies; r Enables reports to be generated that are consistent across the organization; and P Supports a direct link of the Future Expenditure Model into existing OCSD information systems for updating of data. Due to the existing structure of the data within the OCSD information systems, four separate hierarchy structures have been supported within the model. These are listed below: P Gravity Pipes (System -> Area ->Trunk-> Street->Type ->Asset); r Force Mains (System->Area -> Force Main -> Street->Type -> Asset); P Plant Pipes (System ->Area-> Pipe Location -> Structure-> Material Type-> Asset); and r Plant Assets (System ->Area -> Location -> Master Loop-> Loop-> Loop Tag Number-> Asset Type -> Asset). Apart from the hierarchical structure of the OCSD assets, the Future Expenditure Model supports two other levels of data input. The first of these is at the Asset Type level (e.g., gravity pipes, pumps, gearboxes etc) of which there are currently 142 within the database, while the second of these is at the asset itself. The types of data that can be entered into the model through these two levels include: P Asset Type Level Asset Type assumptions, e.g. effective lives, unit rates, failure curves (this information cannot be entered at an asset level); and Asset Specific Attributes Assumptions, e.g. size, length, location (applied to assets where data is not available on individual assets). 45 Orange County Sanitation District-Asset Management Plan FY 2011-12 r Asset Level Asset specific attributes, for example, size, length, location. There are a number of reasons why the Future Expenditure Model was structured this way, including: P It enables asset management strategies to be changed for a number of assets at a single time; r It allows assumptions to be applied to assets where data is not currently available; and P It allows for updates from the existing OCSD information systems to be easily downloaded to the Future Expenditure Model. 5.4 Data Sources and Collection There were several sources of data used to populate the Future Expenditure Model; however, the major ones were the OCSD information systems(Computerized Maintenance Management System), and staff("Delphi Group")workshops. Several workshops were conducted in order to fill the data gaps with OCSD staff, chosen for their knowledge of the assets in question, when asset information was not recorded in an existing OCSD computer system. This best appropriate practice delivers the best"valued judgment" available to OCSD. Figure 5-1 summarizes the sources of data that were used for the model. The data that was required is listed down the left side, while the sources are displayed across the top. Not all the sources of data were used when more accurate information was available from other sources. 46 Orange County Sanitation District-Asset Management Plan FY 2011-12 Figure 5-1 Data Sources E Q w a o ro o Q UUaK uwomm m _O@m {n 'dEA Omo FL O o0 m M .oto c -a ow r 0 LL o O O U w' w' , .` . w` . w` w w > Asset Register 99 Y 99 Y 1301 N 1901 V 40 N 30 N 5 P 50 40 Y V Tiierarchy SO Y 99 Y 40 N 0 N 20 N 30 N 50 P 0 N 0 N V Asset Types 99 Y 99 Y 20 N 0 N 0 N 30 N 50 P 0 N 0 N N N Size(Length, Depth etc 30 Y 99 Y 0 N 0 N 30 N 20 N 30 P 0 N 30 Y N Material 20 Y 99 Y 0 N 0 N 0 N 30 N 40 P 10 N 5 N N Y Date of Construction 5 P 99 V O N 180 N O N 30 N 50 P 40 N 997 N Y Condition 5 0 N 0 N 0 N 0 N 0 N 0 N 15 N 0 N Y P Performance 0 N 0 N 40 N 0 N 301 N 0 N 0 N 15 N 0 N P N Effective Lives 0 N 0 N 0 N 40 N O N 40 N 0 N 0 N 0 N Y Difficult Multipliers 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N P V Unit Rates 10 P 0 N 0 N 50 N 0 N N 0 N 0 N 0 N Y Maintenance 80 N 0 N 0 N 0 N 40 N 0 N 0 N 0 N 20 N N Y Operations 0 N 0 N 0 N 0 N 50 N 0 N 0 N 0 N 0 N N N Level of Service 0 N 0 N 0 N $ON 0 N 0 N 0 N 30 N 30 N P N Future Requirements 0 N 0 N 0 N 0 N 0 N 0 N O N P Y Growth/Ca acit 0 N 0 N 0 N 0 N 0 N 0 N N Y Renewal/Re lace O N 0 N 0 N 0 N 0 N N Y Conse uence of Failure N 0 N 0 N 0 N 0 N 0 N 0 N P Rates Info 0 N 0 N 0 N 0 N N 0 N 0 N 0 N N 0 No data exists 30 Data exists for less than 50%of the assets 60 Data exists for more than 50%of the assets N Data will not be used as better data exists V Data will only be used to verify other sources of data P Data will be used for less than 50%of the assets Y Data will be used for more than 50%of the assets 5.5 Asset Register (Inventory) OCSD is working on improving its CMMS and inventory infonnation. This includes upgrading and implementing MAXIMO CMMS software and improving the data quality and right sizing the quantity. Once this is completed it is expected that the TeamPlan model output will be improved. Currently the TeamPlan model contains more than 150,000 individual items collected from the data sources listed above, which includes the fleet service assets. Not all of these items are considered assets since they may be components of a larger asset. The relationships between the items are set within the asset hierarchy. The majority of the items within the Future Expenditure Model are at a level where maintenance activities are undertaken. Table 5-1 is an estimated breakdown of the register against the main tiers of the asset register. 47 Orange County Sanitation District-Asset Management Plan FY 2011-12 Table 5-1 Count of Asset Items against Hierarchy Tier as of March, 2008 Level of Hierarchy Number of Asset Items Summary 2 System 6 Area 36 Location 275 Master Loop 1,000 Loop 26,000 Loop Tag Number 131,600 Asset 159,000 Figure 5-2 OCSD Assets Overview illustrates the distribution of the assets by its group, namely mechanical, electrical, civil, or instrumentation. There is also a"not classified" category, which is new for this year. In the previous Asset Management Plan this category was not included because the dollar value was of nominal value and made up of trivial items. Examples of these items are batteries, welders, bicycles, ice machine and electric carts to name a few. However, it demonstrates the sheer number of all these assets that are tracked in the CMMS. The first pie chart shows the distribution by asset groups, whereas the second pie chart shows the distribution by the replacement value for these asset groups. The number of assets is dominated by the mechanical type assets, whereas the replacement value of the assets is dominated by the civil type assets. The civil assets, including sewers, structures, and roadways, generally have much longer lives than the Mechanical/Electrical/Instrumentation assets and, therefore, even though the value of the civil assets is greater, the overall expenditure on the assets will be more in proportion. Since the civil assets comprise such a large proportion of the assets, they need to be maintained and monitored closely to prevent premature replacement. However, civil assets such as force mains and sewers can be more difficult to inspect. as Orange County Sanitation District-Asset Management Plan FY 2011-12 Figure 5-2 Assets Overview Number of Assets by Group Replacement Value of Asset by Group Mechanical 9% Nor Clenifird Nor.aiiflrd IMrmmaMtlion 0% 1]X chal 0.5% Zs% Electrical 1% Mechanical EMctncal ]5X X X Instrumentation .0% 5% 90X The model contains two "states" of the assets in reference to the replacement and depreciated value. The first state is the way the assets currently exist. The second state is the way the asset will exist in the future after the existing CIP has been completed. This has enabled new assets and asset renewals, both planned and under construction, to be included, allowing all the assets, both present and future, to be modeled. It is noted that several sets of assets have not yet been included in the inventory. These include Information Technology. These asset sets should be included to improve the organization's understanding of the asset base, and to ensure that appropriate management practice is being applied to all assets. 5.6 Asset Condition Determination The Asset Management staff is working on identifying OCSD's critical assets and their current condition. As this information is generated and incorporated into OCSD's future MAXIMO CMMS it will provide the TeamPlan model improved condition information. This condition data can be used to determine the remaining life of existing assets. At the present time, approximately only 5% of assets have condition data generated by the maintenance staff. Thus, the condition of OCSD assets is based on its individual age, estimated effective life, and estimated decay curve. The exact installation dates for many of the assets are not known and have been estimated based on historical information from CIP projects. The collection system has very good information on the installation dates due to the recent Trunk Sewer Mapping Project which researched record drawings. Each of the asset types is allocated a decay curve in the model, which determined the rate of decay of the asset. Some assets were determined to decay at a constant rate throughout their life such as cars, clarifier sweep arms, and bar screens, while other assets were determined to decay quicker as they aged such as chemical mixers, fiber optic network and large civil structures. as Orange County Sanitation District-Asset Management Plan FY 2011-12 Asset installation dates have been applied at the asset level, while the asset lives and decay curves have been applied at the asset type level. In the past a series of"Delphi group"workshops have been conducted with the collections and engineering team to validate the asset conditions being predicted by the model. The model has also been through an initial validation trial for major plant process assets. Such validation provided a basic confidence that the model is identifying assets that are either due to be decommissioned or about to have maintenance tasks undertaken on them. 5.7 Effective Lives Estimated asset lives allows for making an educated guess of the condition of an assets and consequently the timing of asset renewals. Two lives have been allocated to each asset type, the maximum potential life of the asset, which is the time from installation to replacement if it is maintained and rehabilitated and the effective life, which is the interval between rehabilitations. Effective lives were determined based on the knowledge of the OCSD staff of the assets and validated through external sources. Several factors were considered when determining the lives of the assets, including: r Historic failure history; P Historic construction practices; r Planned obsolescence and support phase out by manufacturers; r Location and operational environmental; P Level of quality of installed assets; and r Maintenance Management strategy. 5.8 Asset Valuation The replacement cost of the assets is used to determine the future expenditure requirements of the organization. The valuation of the assets includes both construction and estimated OCSD overhead costs. The valuation of the assets is based on 2005 dollars which escalated by a total of 3%for 2006. From 2006 to 2008 it has escalated approximately 5% per year. These are not the historical values as listed in the Financial Information System. This current plan is based on 2009 dollars. In the past the majority of assets have been valued by assigning unit rates at the asset type level, while a few individual assets were allocated individual replacement costs, where appropriate. The asset replacement costs were developed by traditional "quantity surveying techniques' by OCSD staff(cost estimators) and validated against recent projects. Several relationships have been developed for many of the asset types, which relate asset size, length or location to the value of the asset. For example, the value of the collection system pipes varied by location within the system, depth, size and length. 50 Orange County Sanitation District-Asset Management Plan FY 2011-12 5.9 Operations and Maintenance Costs In Asset Management Plan 2005 operations and maintenance costs were estimated by inflating historical costs for OCSD. In 2006 and 2008 an improved methodology was used based on actual budget figures for the initial year. The prediction of operations costs has been calculated as a percentage of the estimated replacement value of the assets in a given year. The prediction of maintenance costs has been calculated using an inverse function of the estimated written down replacement value or depreciated over replacement value in a given year. In future years this methodology will be modified to better predict these costs and to align with OCSD budget components. This will result in a better correlation between the model results and the budget. An example of an opportunity for improvement includes changing the categorization of major mechanical equipment in the model to include expenditure in the maintenance budget rather than the CIP budget. 5.10 Predicted Failure Modes The failure mode of the asset determines the timing of the renewal of the asset and potentially how the asset may eventually fail. For this Asset Management Plan, the following failure modes have been considered for each asset. P Asset Renewal(Replacement and Rehabilitation)—The timing of the replacement or rehabilitation of the asset is determined by the condition of the asset, which is calculated based on its age, expected lives and decay curve. The model uses a methodology, which optimizes the timing of the asset replacement to minimize the life cycle cost; r Future Levels of Service—If the service that the asset is providing is no longer adequate, then it is considered to fail to meet the required level of service. This failure may be occurring now or may be predicted to occur in the future. An asset can fail to meet the level of service by falling below a required condition or performance level or it may fail when the required level of service has been increased to a level beyond what the asset is capable of delivering; r Growth/Demand—An asset can fail if the demand for the asset exceeds the existing capacity. This Asset Management Plan model has focused on the asset renewal failure model as the key failure mode. The other two failure modes have been considered under the impact on the asset due to the current CIP. For example, if an asset is to be replaced due to a level of service failure under the CIP, then this is considered the first failure mode for the asset and is then renewed at a set interval after this time. 5.11 Asset Criticality— Business Risk Exposure The criticality of an asset(Business Risk Exposure) should be used to determine the strategy for the management of an asset, since more critical assets should be managed /maintained to a greater degree than less critical assets. Asset criticality is calculated from the multiplication of the probability of a failure occurring and the resulting consequences of that failure. 51 Orange County Sanitation District-Asset Management Plan FY 2011-12 Collection System A sophisticated Business Risk Exposure model has been developed for the collection system, to enable the prioritization of asset condition assessments and cleaning. The outputs of this model will also be used to identify potential future CIP projects and will be used in conjunction with capacity modeling currently being undertaken. Two separate Business Risk Exposure models were developed for this Asset Management Plan, the first for the structural failure sub mode (asset decay or collapse)for Asset Renewal failure and the second for the operational failure sub mode (partial or complete blockage) of Level of Service failure. A number of factors were used to determine these criticalities, including the predicted condition of the assets, capacity, location, depth, HzS, soil, land use and the pipe diameter and slope. Plants Another asset criticality model is being developed for the plant facility and process area assets and is to be implemented over the next several years. This considers a limited number of factors in the consequence and probability equation to enable a quick identification of assets that have a high Business Risk Exposure, and that require additional condition assessment and management. 52 Orange County Sanitation District-Asset Management Plan FY 2011-12 6. State of the Assets Summary 6.1 Asset Valuation The current replacement value has grown to be $6.26B, which compares to the 1998 RW Beck study prediction of$2.03B and the 2004 GHD estimate of$5.38B. This is estimated to increase to approximately$7.86B after the completion of the existing CIP in FY 2019-20. Table 6.1 2005 Asset Replacement Valuation and Depreciated Values Valuation 2005 Collection Plants Total Replacement Value($B) 3.03 2.35 5.38 Depreciated Value($B) 1.70 1.43 3.13 Table 6-2 2006 Asset Replacement Valuation and Depreciated Values Valuation 2006 Collection Plants Total Replacement Value($B) 3.05 2.51 5.56 Depreciated Value ($B) 2.21 1.36 3.56 Table 6.3 2008 Asset Replacement Valuation and Depreciated Values Valuation 2008(12107) Collection Plants Total Replacement Value($B) 3.14 3.12 6.26 Depreciated Value ($B) 1.79 1.67 3.46 The current valuation has been based on: P The asset register contains nearly all assets including: o The entire gravity collection sewer system, split into individual sewer lengths and manholes; force mains; o All the collection sewer pump stations and other critical assets including the siphons and associated assets; o All structures and pipeline assets in the plants; and many plant infrastructure assets not included originally. r The fact that the asset register now has a hierarchical structure, which allows the drilling down into each facility and asset to a level of component that was not previously available. There are now over 150,000 line items in the register as compared with 5,000 assets in the original RW Beck model; r The asset replacement values are now based on the assets being rehabilitated or replaced in developed areas rather than undeveloped which the majority were originally constructed. Most future asset rehabilitation or replacement will be completed in the confines of the existing plants, working inside office and shop buildings, assets that need to be kept operational, or in right of ways with high levels of traffic resulting in customer and community inconvenience. 53 Orange County Sanitation District-Asset Management Plan FY 2011-12 In many cases, the existing asset would require demolition before the asset can be replaced which might require temporary work to be put in place. All this results in a far higher replacement cost than a simple escalated initial construction cost projection would indicate; r A greater level of asset"breakdown" and classification has been achieved, which has increased the accuracy of the asset valuation; and r The replacement valuations of these components have been made by OCSD engineering estimating and costing personnel using a modern equivalent asset approach. The actual replacement value of the assets is an important tool in understanding sound asset management; however, it is the money required to be spent on these assets in terms of capital, operations and maintenance that represents the most critical issue from OCSD's perspective. This is the prime purpose of this modeling and continues the work done by the Sanitation District in previous Asset Management Plans. 6.1.1 Collection System Table 6-4 Collection System Asset Replacement Valuation and Depreciated Values Asset Group Replacement Value Book Value Book Value I (Depreciated Value) Replacement Value Civil $3,108,100,000 $1,779,400,000 57% Electrical $6,700,000 $2,200,000 33% Instrumentation $600,000 $100,000 17% Mechanical $23,700,000 $9,000,000 38% Total $3,139,100,000 $1,790,700,000 57% 54 Orange County Sanitation District-Asset Management Plan FY 2011-12 Figure 6-1 Collection System Asset Valuation instrumemanon Electrical 9.92% 0.2% Nl cha"mW ciw 99% 6.1.2 Plants Table 6.5 Plants System Asset Replacement Valuation and Depreciated Values Asset Group Replacement Value Book Value Book Value/ (Depreciated Value) Replacement Value Civil $2,451,000,000 $1,464,000,000 60% Electrical $72,400,000 $25,800,000 36% Instrumentation $29,300,000 $1,300,000 4% Mechanical $569,700,000 $180,800,000 32% Total $3,122,400,000 $1,671,900,000 54% 55 Orange County Sanitation District-Asset Management Plan FY 2011-12 Figure 6-2 Treatment Plants Asset Valuation Mechanical 18% ■ Instrumentation 1% Electrical 2% Civil 79% 6.2 State of the Assets Figure and illustrates where the OCSD assets are within their life cycle and how much they have been consumed. Figure shows that the bulk of the Collection assets are between 26% -60% consumed, which is what would be expected due to the large proportion of the assets that have been constructed in the last 50 years, and as expected the asset base being in generally good physical condition. 56 Orange County Sanitation District-Asset Management Plan FY 2011-12 Figure 6-3 Collection System (Assets Consumption Distribution) soo •conecuon system 500 s 400 E 300 E W 200 100 0 Asset Consumption m Figure 6-4 shows that the bulk of the plant assets are between 16%-55% consumed, which is what would be expected due to the large proportion of the assets that have been constructed in the last 30 years. Figure 6-4 Treatment Plants (Assets Consumption Distribution) so0 �plem ann Disposal 500 400 >' E 300 E 9 K 200 100 0 o m o u, o u, o m o u, o m o u, o m o m o m m ry ry m m c v ua n m m r r m m m $ Meet consumolon 57 Orange County Sanitation District-Asset Management Plan FY 2011-12 This chart shows that a large group of assets modeled may potentially be nearing the end of their useful lives. These assets need to be checked to see if they have been addressed in the current CIP program. In future Asset Management Plans, these types of chart will be used to demonstrate the changing state of the assets over time; for example, this profile will be significantly different after the completion of the current CIP approximately in the year FY 2019-2020. This type of chart will also be used for scenario modeling to obverse the impact of differing levels of investment in maintenance compared to CIP. 6.3 Improvement Program The opportunity for improving asset management decisions rests in the quality and comprehensiveness of information presented to, and understood by, the decision maker. To go beyond an asset management model, requires a more labor intense effort, especially as it relates to a Waste Water Treatment Plant and its large number and various types of assets. To accomplish this OCSD has tasked highly knowledgeable engineers to be responsible for defined systems. These asset management systems are identified in Chapter 4. The purpose of this effort is to identify how best to cost effectively sustain the facilities with the minimum investment of human and financial resources. In doing so the engineer's first step is to identify the critical assets and evaluate their condition. This is planned to be done at a rate of 150 critical assets per month and the condition assessment rankings are based on the definitions shown in Appendix B. Even though the majority of these engineers are focused on the Plant systems there is still one engineer dedicated to the Collection system. This is a large undertaking for just one engineer, but the assets tend to have longer life and slower decay rates OCSD has a vast amount of information available on the Collection system with existing CCTV video files and reports. In general some of the engineering strategies for focusing on identifying sustainability and cost savings are: assets with the highest probability of failure; assets with a high consequence of failure (for example, the costs of the failure, environmental impacts, and regulatory violation if the event actually occurs); and assets that are at a stage where rehabilitation in the near future would cost effectively extend their lives. This approach provides adequate time for properly planning necessary rehabilitation projects. 58 Orange County Sanitation District-Asset Management Plan FY 2011-12 7. Long, Medium, and Short Term Asset Management This section of the Asset Management Plan describes the results of the modeling work described in the previous section. The results shown here are for a 100-year period. The confidence of the timing predictions in the first 20 years is relatively high and reduces proportionately after this initial period; however, the confidence of the actual renewal needs will remain higher. The 100-year forecast encompasses the longest life of any of the assets, allowing the full life cycle of the assets to be modeled, thus decreasing the chance of a future event that has not been considered. Mechanical and instrument/electrical/computer type assets may be replaced many times in a 100-year period. Only the first 20 years will be used for cash flow or rate modeling. 7.1 Long Term Asset Replacement and Refurbishment Model 7.1.1 Collection System The collection system comprises slightly more than half the value of the OCSD assets; therefore, its management has a large impact on the overall life cycle cost of the OCSD assets. The collection system is not very visible, since the majority of it is buried, resulting in community and external stakeholders often not understanding its importance or the costs associated with its construction, operation, and maintenance. Figure 7-1 provides a snapshot of the collection system by showing the average age of the gravity pipes. There are two alternative methods of this calculation shown; the first weights the age of the pipes based on the replacement value while the second method weights the age of the gravity pipes based on the individual lengths of the pipe segments. The figure clearly shows that the largest investment in the assets was during the 1960's and 1970's and that the average age of the system is steadily increasing with time. Based on the predicted maximum potential lives of the assets, the maximum life that gravity pipes such as VCP are expected to reach is 130 years old. Therefore, at any point in time in the future, the average age of the collection system will be between 1 and 130 years, depending on the renewals work that has recently been undertaken. It is important to note that just because an asset is decaying or getting older, deterioration is not necessarily the result of poor management or insufficient investment. In reality, all assets decay and when required they get replaced or rehabilitated after they are no longer delivering the level of service that is required of them. As the average age of the collection system increases, then it logically follows that in the near future there will be considerable investment required to renew this system after the existing pipes are no longer meeting the required level of service or when the business risk of the pipes failing is too high to manage efficiently. Figure 7-2 is the future predicted expenditure for the existing collection system, showing the considerable investment required in the near future. 59 Orange County Sanitation District-Asset Management Plan FY 2011-12 Figure 7-1 Collection System (Weighted Average Age) Collecfion System Age Profile $3`A — 30 c $300 25 E a _______________________________ _______ ________________ a m$20 pQq n 1$ .$180 _____________ ____________________ __________ _________ _______ E m $50 5 V $0 0 W . Oum,OPswl RelpacmdGos� �Rewr CIPEyenJgum �Aronge Age Figure 7.2 Collection System (Predicted Future Renewal Expenditure) $100 $90 _____________________________________________________________ ____________________ E $80 - - - - - - - - - - - - - - - - - --------- - - - - - - - - - - - - - - - - - n If $70 pe $60 ____________________________________ _____ _ F $50 _____________________________________ ___ $ $40 f $30 _____ __ n 82a — rc 81a $g �Repeeemenb �RONMIM M �Renned CIP —Anmge ExpentltlUre Figure 7-2 includes the gravity pipes and force mains as well as all the collection pump stations. The initial investment phase is dominated by rehabilitation as the average age of the system is reaching halfway through the average maximum potential lives; this is followed by a long period of increasing replacement. On average, OCSD may need to invest potentially$43M (2009 dollars) every year to sustain the existing collection system, though as can be seen from Figure 6-2 a higher value may need to be invested in rehabilitation for several years prior to 2025. 60 Orange County Sanitation District-Asset Management Plan FY 2011-12 7.1.2 Plant Systems Figure 7-3 provides a snapshot of the plant systems by showing the average age of the assets. The figure shows a large investment in the assets was during the 1970's and 1980's, and that the average age of the system is steadily increasing with time. Based on the predicted maximum potential lives of the assets, the average maximum fife of the assets is 77 years. Therefore, at any point in time in the future, the average age of the treatment and disposal systems will be between 1 and 77 years, depending on the renewals work that has recently been undertaken. This average life is greatly influenced by the civil structures within the plants as they make up the large proportion of the replacement value and they have much longer lives than the electrical, mechanical and instrumentation type assets. It is expected that the weighted average age of the plant will be reduced as a result of the current CIP. Figure 7-3 Treatment Plants (Weighted Average Age) Plant System Age Profile Eeoo 25 0 Esau ______________________________________________ _____________ __________ E 20 C n 15 E' R a z 10 a gE20o ______________________ __ ______ _ ; - u a u' w s . . eeelD—rA.e.n.pm-..M EEE1r Oft C1rrxpeMWM �MWe Ne The assets contained within the plants on average have shorter lives than the collection system because of the significant proportion of mechanical, electrical and instrumentation type assets in the mix of plant assets. Figure 7-4 contains the future expenditure needs for the Plant 1 & 2 Assets. The future expenditure on the Plant systems is generally more consistent than the collection system due to the shorter lives of the assets in the plants. 61 Orange County Sanitation District-Asset Management Plan FY 2011-12 Figure 7-4 Treatment Plants (Predicted Future Renewal Expenditure) Sego __ __ Plants System Renewal Projections 2$ta a E$16o a$140 0 e c o >60 $60 n S40 rc S2n S6 11 �'8,'�^h`Y^0'�^0'�h1 hehp beryl ti°3o h003 h036'�A9 tieph'Vpe'V�hey^'��`Vy1'V60'��he�'�09�i•(y'V10 h010'�0^tie�'V01'��hey'f'��'��,rype'4 hee tie00 �Replumnent �Reh&lladom �Plenmd CIP —Awrege&pendRum 7.2 Long Term Cash Flow Model This section details the long-term cash flows required providing sustainable assets to deliver the required level of service for the customers. This section does not include the cash flows required to finance this expenditure, such as interest costs, which are included in a later section. The cash flows included here are for capital, operations and maintenance investments only. 7.2.1 Capital Cash Flows Figure 7-5 shows the cash flows required to replace and rehabilitate the existing assets, which is the combination of the charts in the previous sections. This chart also includes the existing OCSD CIP, which is comprised of both capital to replace and rehabilitate existing assets and capital money to increase the existing treatment levels of the service. 62 Orange County Sanitation District-Asset Management Plan FY 2011-12 Figure 7.5 OCSD Assets and Current CIP (Predicted Future Renewal Expenditure) $250 All Assets Renewal Projections `o n Lin �H 0 a$150 $100 o' 6 Uo rc $0 101011 ah ay � e^ a° e de 1111e,4 h� ho ho h� '�1 M10 ho '�1 ho '�O '�1 'ho '�O '� h^ h^ eiiiiiiRepk .mN iiiiiiiiReh&lhtl Mnenned ClP —Average ExpendWm The major reason for the high expenditures in the early years is the expansion of the existing treatment from partial to full secondary treatment. The huge cost of the expansion to full secondary treatment is a one-time event. Such a major change in level of service is unlikely to occur again based on EPA NPDES requirements. The cost to replace and rehabilitate these new assets (CIP) later in their lives has been included in the above cash flows. Figure 7-6 models other possible future increases in level of service. It is predicted that in the next 100 years that there will be another two major changes in level of service (for example, conversion to tertiary treatment or upgrade of the existing treatment processes). It also includes an allocation for the replacement and rehabilitation of these future predicted assets. Growth in the demand for the services provided by OCSD is also likely as the number of people living within the service area increases. As the existing CIP already allows for future growth for the next 15 years, no allocation for growth has been made for this period. It is assumed that the demand for the services will increase for the next 50 years; however, the current growth rates will not be sustained due to build-out of the drainage basins and decreasing water consumptions per capita. Such reductions are likely from water use education programs and water saving appliances. No assumptions were made in the modeling for increased risks due to increased levels of water conservation and on-site reuse that would present added risks to the regional sewers and plant process. 63 Orange County sanitation District-Asset Management Plan FY 2011-12 Figure 7.6 New Levels of Service and Growth (Predicted Future Capital Expenditure) 800 700 600 m 0 O � 500 m V � 400 m a 300 `m n w 200 00 0 �� IIIIIIIIIIIIIII IIIII�II�111111111111 2008 2013 2018 2023 2028 2033 2038 2043 2048 2053 2058 2063 2068 2073 2078 2083 2088 2093 2098 2103 ■CIP-Future Gromh a CIP-Future Levels of Service u CIP-Future Reneurel for New Service&GrovAh 7.2.2 Operations and Maintenance Cash Flows The predicted long-term operations and maintenance cash flows are illustrated in Figure 7-7 this chart also graphs the predicted total replacement value of the assets and the depreciated (book value)value of the assets. These operations and maintenance budgets were estimated from the existing budgets within OCSD; however, they are factored up or down to reflect the future state of the assets. The operations budget has been linked directly to the replacement value of the assets and increases as more assets are constructed. The operations budget will need to increase significantly after the existing CIP is completed and for each future increase in levels of service. This reflects increased requirements for more chemicals, electricity and operator, and also certain maintenance labor needs, and specialized service providers. 64 Orange County Sanitation District-Asset Management Plan FY 2011-12 Figure 7-7 O & M (Predicted Future Expenditure) Operations and Maintenance Costs nw -- — $14.000 ffiW $12.000 E C o faW - $10.0K, e 2 Tg fM1W $8.0[0 E Y O �.f3W $B.MO a uro $100 8?000 S �0o„nm,lm,ib�.ire) �0a•,an.{op•yb,) oa•am,la, reel —eed.vale. —aw•�m,mv,E, The maintenance budget model varies depending on the ratio of the book value to the replacement value of the assets and related back to the total value of the assets. This relationship reflects the fact that as an asset decays it requires more maintenance. As the number of assets increases, then a larger maintenance budget will be required; however, it may not change dramatically at first, as most plant assets are still relatively new after the next ten-year period. The quantity of assets to be managed was significantly increased. Overhead is operating costs that cannot be directly attributed to an asset,for example, Accounting, Public Information Office or Ocean Water monitoring. An allowance for overhead has been provided and has been held constant. 7.2.3 Total Cash Flows Figure 7-8 is the result when the cash flow estimates from the earlier sections are combined. The flat black line is the average of all the future cash flows, which represents the average expenditure ($406M) required by OCSD for each of the next 100 years. The exact yearly expenditure will vary depending on the actual work required. At present, the expenditure is lower due to the gap between expansion and rehabilitation CIP workload; however, additional income in the future will also be required to pay back the capital that was borrowed to complete the full secondary treatment level of service upgrades. 65 Orange County Sanitation District-Asset Management Plan FY 2011-12 Budget Adjusted Renewaland Operating Costs $700 - $14.000 N N ' € ry :0 $600 $t 2,000 E C W 'OO N x O1 _ __ __ q9. e $500 $10,000 E CM G E o R t -$ ` E $300 �I ' I I III IIII Wo00 vmi V e I II � 6 III I III U a II II I x L rc s200 $a,000 - `0 3 = m ❑ $100 IIIIII $2,000 � N _ N O pe $0 milli $0 U a m ? peal un¢(Me Menan ce) �Ope�alun¢(Ope�alun¢) Q` �Ope�alun¢(0—.—E) Exrs[In9 aaa� Progam �CIP-FUNre Gmw[M1 CIP-FUNML Z-dSarnca ly ClP-FUWre Renauelm Leatla of 5uaice&Gw.M� �Plan[Renewal P�gectiona �Ctllectbn Renewal P,dedlone �A—e eAmuel Erz ntlW- Back V9ue �RepelcemeM VeVe 7.3 Long Term Rate Implications In the Asset Management Plan 2008, to determine the rate levels needed to support the future expenditures modeled, a summary of all cash flows projected through to 2019-20 (including revenue sources as well as the capital and operations and maintenance expenditures described above)was prepared in a rates model. This summary showed that rate increases on the order of 10 percent per year would need to continue through to 2013-14, which is also the last year with new Certificates of Participation (debt) issuance projected. Annual rate increases needed to continue beyond that point but projected at a somewhat slower pace. It is expected that increasing levels of regulation including climate change drivers will impact the current plan. At this time there is inadequate data for what these changes may be for modeling purposes. In early 2008, the summary of the rates model was updated in preparation for the FY 08- 09 and 09-10 two-year budget. This indicated that the revised rate profile needed to be approximate 10% per year through to 2013-14. By 2019-20 annual single-family residential user fees are projected at a nominal value of$440 per year. It should be noted that in current dollars this rate is in line with the current state average. The rate model was completed prior to the update of the Future Expenditure Model. The next revision of the rate model should consider an updated version of this Future Expenditure Model. 7.4 Long Term Sustainability Sustainable Asset Management is critical to the long-term management of this complex infrastructure. Long-term sustainability is achieved by meeting the current costs applicable to current users and predicting their future costs. Current costs include: Capital (Interest and redemption); Depreciation (the deterioration and consumption of assets); Operations; Maintenance; and Administration. OCSD is developing the processes to identify these costs more accurately. The rate of deterioration is the greatest unknown. This is not unique to OCSD or other public utilities managing assets of these types. These future costing issues have also been discussed in Section 4.3 of this Asset Management Plan. The key area for improvement will be the accuracy of the future predictions. 67 Orange County Sanitation District-Asset Management Plan FY 2011-12 7.5 Medium Term Sustainability— 1 to 15 Year Time Frame The Sanitation District has been working to create a more definite capital plan in the foreseeable future. The emphasis is to create much more detailed scopes of work, create comprehensive scopes of work that maximize delivery efficiency, and create a clear decision making framework for Operations and Maintenance management. Every major process train in the treatment plants should have a refurbishment project in execution or being planned as they tend to have more wear and tear related issues and more complex control and electrical system requirements. Pump station and collection system assets generally require less frequent refurbishment cycles. Project scheduling and prioritization will be based on the condition and criticality of the various assets that make up the process train. The long term modeling does a good job of projecting the overall cash flow requirements in future years. The model creates a Future Renewal on Existing CIP cash flow category that generally projects future needs. While this is useful and generally accurate, we must do a better job in the one to fifteen year time frame by creating much more speck project plans. The overall cash flow requirements should be consistent with the modeling predictions. The asset engineers, working with Engineering Planning, Operations and Maintenance personnel are creating and constantly updating design level scopes of work for all treatment plant process trains and collection system assets that are projected to need refurbishment in the next fifteen to twenty years. These scopes of work are to be sufficiently detailed to provide the Project Management Office with all of the work elements necessary to create a construction package to refurbish the process train or collection system to meet its level of service for fifteen years without another major project. It is understood that individual assets may fail prematurely and that short term actions like coatings and repairs will be necessary. These short term actions will be discussed later in the document. The scopes of work created and maintained by the asset engineer will be posted on the Sanitation District's intranet and will be available to all staff for input. The scopes of work are a gathering place for all required actions, research opportunities, and process study ideas. On an annual basis the Sanitation District will send the scopes of work to its estimators to create a +35%/-10% estimate for inclusion CIP. Projects will be sequenced based upon the condition and criticality of the assets in the scope, projected capacity shortfalls, changes to the required level of service, available cash flow, and available resources to execute projects. Engineering planning maintains the current project execution schedule looking forward. The project sequencing is very important for several reasons. As projects are nearing initiation in the PMO, all research on possible technology improvements must be completed and must provide a recommendation in the scope of work. All asset condition studies that are identified should be completed to the greatest extent possible and the results included in the project scope. All process optimization or process control upgrade studies should be complete with recommendations incorporated in the ss Orange County Sanitation District-Asset Management Plan FY 2011-12 scopes of work. The project sequencing of future projects is a bit fluid in the out years based on new incoming information, but the work to be initiated in the near term should be more complete and the estimates more accurate. Understanding the future project sequencing will help to focus the efforts of planning, asset management, and research engineers, as well as, help to focus input from Operations and Maintenance (O&M) staff prior to the initiation of project activities. This will led to more accurate cash flow projection, lower project execution cost, greater project delivery velocity, and reduced change order percentages. Operations and Maintenance will also benefit from this improved planning visibility. One of the principle benefits will be the increased availability of process systems. It is anticipated that there will be fewer projects requiring coordination and assets will have longer cycles of availability to operations. Also, ideas and requests for improvements will not be lost between submission and project start. Ideas are collected in the scope of work, generally as a study or investigation item and are retained until resolved. Lastly, having a very good understanding of when the next major refurbishment projects is scheduled will allow maintenance personnel to make better replace versus refurbish decisions on individual assets. 7.6 Short Term — One Year Time Frame The asset engineers are actively working with Operations and Maintenance supervision to gather and review performance and condition information on the assets they are accountable for managing. The asset engineers are building and revising the scopes of work that will become capital projects. In the process of reviewing their scopes of work, asset engineers are responsible to looking for opportunities to manage risk, reduce lifecycle costs, and looking for opportunities to defer larger projects when it makes sense. Risk management is a primary concern for the Sanitation District. Asset engineers are tasked with understanding the function of all their assigned assets and the process systems they form, as well as the condition of assets. Knowing the consequences of failure (system understanding)and the likelihood of failure (condition assessment) helps to quantify risks. Asset Engineers use engineering judgment to provide Operations and Maintenance with recommendations to manage risk more effectively. When possible the asset engineer will identify operational changes to mitigate risk. This may take the form of different operating set points or strategies that extend life or reduce stress on equipment. If operating changes aren't adequate, the asset engineer will work with maintenance to adjust maintenance activities to mitigate a risk. If that is insufficient and the next future rehabilitation project is too far off, the asset engineer will work with maintenance to budget the replacement or refurbishment of the asset or assets. When replacement or refurbishment of individual assets or small systems is required, maintenance will take the lead in getting the work done. If the required work is beyond the capabilities or capacity of maintenance, maintenance can turn the work over to Facilities Engineering. The Facilities Engineering Division was created in the Facilities Support Service Department with engineers and subcontracting staff to provide this type 69 Orange County Sanitation District-Asset Management Plan FY 2011-12 of support to maintenance. They have the ability to specify and procure equipment for maintenance to install or to outsource the replacement or refurbishment in its entirety. This division was created to address getting work done more quickly, effectively and efficiently. In the area of lifecycle cost reduction, the asset engineers are tasked with finding ways to cost effectively minimize the consumption of long term assets. One of the greatest opportunities is in the area of corrosion control. This is especially true for very long life civil assets like concrete structures and pipes. These systems should have much greater life spans than the electrical and mechanical systems around them. Allowing these long life civil assets to degrade to the point of requiring replacement is generally a very costly outcome. Maintenance of these systems and structures to repair and protect concrete and embedded steel can greatly reduce future capital project costs. The asset engineers will create specific budget items for maintenance to address these repairs. As a part of the annual capital budgeting process, asset engineers will review the scope of work for upcoming projects in their area to look for opportunities to defer large capital projects through alternate operating strategies, different maintenance techniques, or targeted equipment replacement. As the risk management activities and lifecycle cost reduction activities described above are occurring it is possible that the priority of a planned project might be changed. The annual capital budgeting process should reassess the sequencing of projects annually to insure that only necessary projects are moving to execution. 70 Orange County Sanitation District-Asset Management Plan FY 2011-12 8. Conclusions The information contained within this AMP provides a basic understanding of OCSD's asset makeup, its current asset replacement value, and its general asset condition. The 2008 TeamPlan software model run was updated in this AMP by including the capital projects completed to date. Thus, there was a small change in the annual annuity expenditure. It actually went down from the 2008 figure of$411 million to $406 million, which was in 2009 dollars. This was expected to be lower, since the completion of capital projects were not included in the 2008 model run. The OCSD Finance division continues to rely on this asset management software model results information. They use it for their expenditure predictions to derive the average likely rate increases that could be required to meet future expenditure scenarios. OCSD has demonstrated an increased commitment to asset management by increasing the number of staff dedicated to asset management. Because of this OCSD believes the future asset management opportunities are greater now for the medium and short term. It is expected with this change that over the years the asset management effort will become more balanced and comprehensive in regard to a long, medium, and short term action planning. 71 Orange County Sanitation District-Asset Management Plan FY 2011-12 Appendix A - Data sources for Asset Summaries Link between other data sets and Asset Management Plan Asset Summaries 72 Orange County Sanitation District-Asset Management Plan FY 2011-12 Data Sources for Asset Summaries Information Asset System Source Summary Heading Physical Parameters General comments on assets Asset Profile Engr. Master Plan Summary of total asset N/A parameters in table or graph format, (e.g. age distribution, size) Include an overall plan of asset Current Program Asset Management staff system or network CIP reference Data sources for part-by-part N/A CMMS (partial) asset information (e.g. OCSD databases available). Asset Capacity/Performance Design capacity, actual Demand Profile and O&M Reports, meetings measured capacity, and current Performance with OCSD staff, and utilization of assets Workshops Odor Control Master Plan NPDES Permit Smart Plant Explorer (PID's) J-102 Documentation Data location of detailed N/A information (e.g. computer models, calculations and analyses) Asset capacity deterioration N/A graphs and failure modes and timing Asset Condition Summary of current asset Asset Condition Delphi workshops with condition based on best OCSD staff information currently available Brief details on how condition is N/A Condition Assessment monitored Protocol 2006 Age and condition profile N/A CMMS graphs (decay profiles) 73 Orange County Sanitation District-Asset Management Plan FY 2011-12 Information Asset System Source Summary Heading Key Issues Key Issues for Further OCSD staff Investigation Asset Valuations Asset replacement valuation Current Program and CIP 2005-06 summary Investment Program (5- Year Summary) Depreciated asset replacement N/A valuation summary Description of valuation method N/A Basis for determining effective N/A physical and economic lives used for valuation Key assumptions made in N/A preparing valuation Details of historical valuations N/A Historical Data Summary of type of historical N/A data available and location Relevant financial information Investment Program OCSD Financial (historical expenditure) (O&M Cost Summary) Information System 74 Orange County Sanitation District-Asset Management Plan FY 2011-12 Appendix B Asset Condition Assessment Rating Definition of the ratings for each of the Failure Modes Pro 4ded by GHD in 2008 75 Orange County Sanitation District-Asset Management Plan FY 2011-12 Asset Condition Assessment Rating Definitions Asset Condition Assessment Rating Table Condition Description Degree of Maintenance Rating Replacement 1 New or Excellent 0% Normal Preventative Maintenance Condition 2 Minor Defects Only 5% Normal Preventative Maintenance, Minor Corrective Maintenance 3 Moderate 10-20% Normal Preventative Maintenance, Deterioration Major Corrective Maintenance 4 Significant 20-50% Rehabilitate if Possible Deterioration 5 Virtually 50-100% Replace Unserviceable Condition Rating 1 New or Excellent Condition Only normal maintenance required. The asset is to be maintained in as-new condition, with no blemishes or imperfections to any of its components Outside features-The asset, if new, may still be under defects liability. The outside features,finishes and fittings are in as new condition. Inside features—All maintainable asset components are in as new condition. Less than 5% of the minor components have been upgraded or replaced due to wear and tear. Condition Rating 2 Minor Defects Only Minor maintenance required (5% asset value investment required). The asset is to be maintained in near-new condition, with slight degradation of function or appearance to less than 10% of its components, mainly its main features. Outside features—The majority of its outside features are in new condition or, showing only superficial marks to less than 10% of its surfaces. Inside features—All main components are to be in near-new condition, performing well within the requirements, with no failures reported to date. Less than 10%of the components have been upgraded, repaired or replaced due to deterioration from normal wear and tear. 76 Orange County Sanitation District-Asset Management Plan FY 2011-12 Condition Rating 3 Moderate Deterioration Backlog maintenance required (10-20% asset value investment required). The asset is to be maintained in average condition, with slight imperfections or minor problems to the majority of the asset components. Outside features—Between 25-50% of the outside features and finishes need to be renewed due to normal wear and tear. Inside features—Some of the inside features need to be renewed due to normal wear and tear. More than 50% of the main parts are in good operating condition, although some may have been through a major upgrade. Condition Rating 4 Significant Deterioration Significant renewal required (20-50% asset value investment required). The asset is to be maintained in a degraded condition. Outside features—50-75% of its outside features and finishing need to be replaced or renewed. The structure is still sound, although aesthetically it requires attention. Inside features— More than 50% of the minor components need to be replaced, while the major components are in poor operating condition. Condition Rating 5 Virtually Unserviceable Major replacement required (over 50% of asset value investment required). This asset is potentially a health and safety hazard, in terms of its physical or functional performance. Outside features—the asset outside features and structures show significant damage and require part demolition/reconstruction. A complete redevelopment is recommended to bring it to statutory compliance. Inside features—the internal services operate ineffectively and are evidently affecting its functional duty Asset Capacity Assessment Rating Table (Growth) Capacity Rating Description 1 Significantly Exceeds Design Capacity 2 Exceeds Design Capacity 3 Meets Design Capacity 4 Fails Design Capacity 5 Significantly Fails Design Capacity The rating is the ability for the asset to deliver the required capacity today and into the future. n Orange County sanitation District-Asset Management Plan FY 2011-12 Asset Functionality Assessment Rating Table (Level of Service) Function Description Rating 1 Exceeds all Functional Requirements 2 Exceeds some Functional Requirements 3 Meets all Functional Requirements 4 Fails some Functional Requirements 5 Fails all Functional Requirements The rating is the ability for the asset to meet the required levels of service intended for the asset. Asset Reliability Assessment Rating Table (Level of Service) Reliability Failure Timing Probability Description Rating of Failure 1 Never 0% As Specified by Manufacturer 2 Every 20 Years 5% Random Breakdown 3 Every 5 Years 20% Occasional Breakdown 4 Every 2 Years 50% Periodic Breakdown 5 Every 1 Year or 100% Continuous Breakdown Less The descriptive columns are not interdependent and can be used independently or in conjunction with each other to assess the reliability rating for an asset. 7s Orange County Sanitation District-Asset Management Plan FY 2011-12 Asset Financial Efficiency Assessment Rating Table (Subset for Condition) Efficiency Spare Parts Availability of Maintenance Description Rating Availability Newer Levels Technologies 1 Short lead No Low No more efficient asset Time available 2 Lead Time> 1 Current Technology Average Asset is financially Month is>5 Years Old efficiency is high 3 Lead Time>3 Current Technology Above Asset is financially Months is> 10 Years Old Average efficiency is average Special Order Current Technology High Asset is financially 4 and Non-OEM is>20 Years Old efficiency is low Only 5 Not Available Current Technology Very High Asset should be replaced is>50 Years Old An asset fails due to financial efficiency if it is no longer economic to continue to own and operate this asset. The descriptive columns are not interdependent and can be used independently or in conjunction with each other to assess the financial efficiency failure mode. 79 Orange County Sanitation District-Asset Management Plan FY 2011-12 80 Orange County Sanitation District-Asset Management Plan FY 2011-12 Appendix C OCSD Asset Management Program (2002-2008) 81 Orange County Sanitation District-Asset Management Plan FY 2011-12 Asset Management Strategic Plan and -- CIP Framework Analysis ___• Pilot ClP �' "' Validation (2002) _----- Validation �, --= 102-74& (2003) �� 132-80 J (2003) Reliability Centered CIP Validation Maintenance (RCM) (All Projects) (2004) (2004-2005) Corrosion Overall Roadmap Asset Management Management - -- plan Asset Management Plan (2005) 2005 Improvement Plan Risk Management Plan BRE Collections (2006) and Plant (2006-2008) �., �J Projects IW, II tiSl AMIP (2005) - Full CIP Validation AMIS Strategy (2006) 2006-2008 IL Uent6) (2005- 2007) Tustin Sewer Service Area 7 Cost Projection - + Modeling (2007) 82 Orange County Sanitation District-Asset Management Plan FY 2011-12 Appendix D Plant 1 Process Flow Schematic Includes current Head Works Assets Description located in 2008-2010 AMP 83 Orange County Sanitation District-Asset Management Plan FY 2011-12 8 r Screenings to Landfill North Scrubber �e9 i i Complex M-T Grit to (Q Biotower) Landfill Hytlrog. t p "z' Peroxide Heatlworks C Facility x V Discharge NE ��)�—cyn�a�nn�el-�� Use Plant Water 5 Influent wetwell `J Aerated Pump Station Grit Chambers(8) Trunklines including 78-Inch r Bleach In enrage hard ♦ Metering Bar HeadworksC r Aeration Secondary ----- (Raw Sewage from Pumps 8 ' r Structure Screens p ) South r Basins (8) Clarifiers ,Bleacn Plant ry d 1 w&D , Santa Ana River Overflow(SARO) and GWRS (5) complex A—L wastestreams P f----------------�...__.... ll-2 t r -�- -- ---------- (Saiial Port 003) r Heatlworke,B Ferric Chloride r Discharge &Bleach fin rnowls � -� Emergency j__" Channel Surge 78-inch OUttal _ ______ _--__� r Prime Effluent B,.: I Tower (Serial Pon 002) (e'seney oayl r Primary : Effluent aod;umNo.1 Pump Station r • r (PEPS)(4) Return- : Pump ;Blsulfite r Splitter Poyme, Primary r HPumps ks B ' Activated Junction ; Station ' Pumps 4 Box onwio" oi:tribu n Clarlfers r ; Annex p ( ) Sludge s(6) Box) EPSA ' Pol mar Prima ' DisV bufioo Effluent Bioflter Pumps(6)--ABm� ------IJBB) JJBA) n�3 Pumps) Sodium wale, du A D—G iti Sotlium Primary BoxA tiro Final Sampler y ry r Stucture(PEDS) owalon) wetwell , Bltlg. ouu Distdbu n Clarifiers ' Junction Box 1 Water BtNchun B H—L (closed during lowJlows) 120-Inch Cull (Serial Port 001) Surge To Distribution Structure B ' Oceanr Station Tower ' Carbon - _ Booster Station No 2 Gas Polymer Primary Scmbb hs (OOBS)(5 pumps) Central Power Flares(3) ouu~�Distribu an Clarlfers Trickling (A-C) Solids Contact _ vae�e� Structul C r Filter Influent Re-aeration e'^' Generation System ® M—(1 ( Pumps(6) Basins(A-D) e.�. (5 engines,5 boilers. Interplant 1 attend turbine) r runklines (fro A ' Plant No.1 EJB Interplant High Pressure Gas 1 Trickling a ...............J/ Digester Gas Line from om C ress Filters(A,B,C) 3' Plant 1 (out ofsav;) p Waste Stream a`3 a Bldg. Pump Station �,? c Return Second.ryry R o Sludge(RSS) s Dawatering o Pumps(12 Q Scrubbers Carbon o Scrubber £ Scrubbers F,G Secondary Bleach C,D,K,J s p (G Biotower) Settling (J Biotower) q Sludge Sludge Blending �,�, 0' Clarifiers Digesters Polymer & " y (A-F) Belt Filter 9 Facility all ewe, Waste Secondary Presses(15) Polymer Fomc A B C wwl Sludge(WSS) o � cnmrme egme egme egme Fmm ° 4 Pumps(3) LEGEND -----Alternate Routing (P,Q,R,S (C,D,E, Thickened W oAcd.ddSludge(TWAS) Holdin DAFTD(n�de now) Plant InfluentSolids igeste Primary Influent � Chemical Addition Cake Dissolved Air Flotation Hoppers C, (I,J,K) . . r Waste-Activated Prima Effluent _______x_______. Thickners DAFTs � Primary � Foul Air (noun.err; Transfer �- ( ) Sludge (AS) Station A—D Pumps(4) Secondary Effluent ---Nor Digester Gas Hoppers I-0-I Scrubber L Plant Discharge � Grit and Screening A, B u horn servi and NOTE:Thicker lines denote main flow direction. Truckloading " Newly constructed Trickling Filter secondary Current Process Flow Schematic Biosolids m facilities currently in commissioning,final completion Recycle estimated for June2011 OCSD Treatment Plant No. 2 rev.05/31/11 84 ORANGE COUNTY SANITATION DISTRICT 10844 Ellis Avenue Fountain Valley, California 92708-7018 (714) 962-2411 www.ocsd.com APPENDIX I1 Preventative Maintenance Program Revision Date Revision Date No. Updated No. Updated 0 9/30/05 4 1 12/19/11 5 2 6 3 7 Orange County Sanitation District Preventive Maintenance Program Background: This PMP is prepared and implemented as required by the WDR Section 13.iv.(b). The PMP covers the assets managed in OCSD's sanitary sewer system and is one component of the overall. The PMP is based on an approach that combines preventive, predictive and corrective maintenance strategies and established best management practices. Overview: OCSD manages 552 miles of gravity sewers comprising of manhole structures and their connecting pipeline segments. As of November 2011, OCSD operates and maintains 15 pumping facilities and 24 miles of force mains. The Engineering Department is continuously updating maps and asset register, and the exact mileage numbers may change as data is refined. OCSD does not own or maintain any portion of the sewer laterals that drain each privately owned parcel or property up to the point of connection to the local sewer; thus, they are not a part of this plan nor are they catalogued. We use both staff and/or contractors to perform the planned maintenance tasks at scheduled frequencies as part of the asset level of care program. Frequencies are established based on experience and attribute information to minimize risk of blockages or equipment failures that could possibly lead to a SSO. Data from the work is recorded and tracked through CMMS. Hardcopy data files and paper records not recorded in our CMMS are available for review and audit. SOPS and SMPs ensure consistency. These are available for some maintenance tasks and are continuing to be developed for others. Mobile assets such as service trucks, generators, and other equipment are not covered by this PMP but are covered by plans developed by the Fleet Services unit of our Facilities Maintenance Division. Asset Inventory and Attribute Data: Capital assets, minor components and their parts are catalogued in our paper records or CMMS. Source or attribute data for each of these items is obtained from record drawings, sewer maps, plans and specifications and/or supplier data. Levels of care for each item are described in the tasks and frequencies information as catalogued in the CMMS or in the interim, on lists or spreadsheets until the full CMMS implementation is completed. 1 of 4 Asset Level of Care Information Preventive Maintenance Tasks: OCSD developed and continues improving asset-specific maintenance tasks for the care of each asset throughout its life cycle. Major PM task groupings are: • Sewer inspection • Condition assessment • Sewer cleaning • Pump station maintenance • Chemical dosing for odor and corrosion control and wetwell grease mitigation PM Frequencies: As described above, the frequencies for preventive maintenance tasks are assigned to each asset or groups of assets. Gravity Sewers Program: Experience has shown that smaller diameter gravity sewers (from 6-inches to 12-inches) are more prone to blockages than larger diameter interceptor and trunk sewers. OCSD established a 12 to 18-month schedule for production cleaning of smaller diameter sewers. Higher-risk areas are on a 12-month cleaning schedule, while lower risk areas are on an 18-month schedule. Almost all of these small diameter sewers are located in the local areas we manage: city of Tustin, Unincorporated Areas of Orange County within OCSD Area 7. OCSD uses combination cleaning trucks capable of hydraulically washing the pipe wall followed by vacuum removal of the sewer debris at the next downstream manhole. Higher frequency PM areas are on the Trouble Spot list. These line segments have a history of blockages or SSOs mostly due to grease and roots. Trouble Spot areas are cleaned weekly, monthly, quarterly, or in six or nine month periods as necessary, to prevent blockages. Inverted siphons of all diameters are typically treated as trouble spots and receive higher frequency care due to grease build up and/or debris settling. Our medium and large diameter sewers are less prone to blockages thus receive a lower level of inspection and cleaning. Our CCTV and manhole inspection programs are on seven-year and five-year schedules, respectively. Each is also inspected before and after any repairs done. Our cleaning schedule is as follows: Lines 42-inches diameter or less are cleaned at least once every five years. Lines larger than 42-inches are cleaned as required based on inspection or need (e.g. CIP projection, inspection). Pressure Sewers and Pumping Facilities Program: Isolation valves in the pressure sewers are exercised every three months to make sure they are in good working order. Air/vacuum release valves are checked every six months. The mechanical, electrical, and instrumentation equipment, and structural, landscape and hardscape systems at the pumping facilities need various levels of care at regularly scheduled frequencies. These schedules are shown in CMMS. Once work is completed, a record is input and documented in CMMS. 2 of Predictive Maintenance Pd Tasks: (a subset of PM) are inspection and condition- assessment type tasks. These are performed to determine if the planned preventive maintenance task should be done as scheduled or rescheduled to a forward date if preventive maintenance, rehab or replacement is not needed. PM tasks are therefore performed based on asset condition and need rather than a strict time interval when maintenance may not be required. Pd tasks include but are not limited to the following: • CCTV video inspection of piping (NASSCO standards) • Visual inspection of the manhole structures and their flow channels • Trending of flow monitoring data • Pump visual and dimensional inspection (impeller gap clearance for wear) • Exercising of pump station equipment to verify correct function • Thermal imaging of electrical systems • Pump station pressure readings • Vibration measurement of rotating equipment • Ground surface inspection of rights of way and easements over the gravity sewers. • Odor and corrosion assessment and monitoring programs. The Pd program will continue to develop as technology expands. Corrective Maintenance Tasks: CM tasks are performed in response to a failure of an asset, component or part, or a critical utility outage. Low-risk items, such as light bulbs, pressure gauges, sensors and small non-critical valves are planned for run-to-failure, and as such are not part of the PM Program. These items are replaced when they fail. When managed assets critical to the process fail, they are scheduled for CM on an urgent or routine basis on a priority schedule. Some of these repairs may be capitalized as a follow-up activity depending on asset cost and life expectancy. These types of CM repairs include but are not limited to: • Emergency cleaning to eliminate a pipe blockage • Spot repair or replacement of a failed pipe • Replacing a rattling or failed manhole cover • Repairing or replacing a pump that has become clogged or damaged by debris • Respond to, investigate and mitigate customer complaints and sewer overflows • Repair of earthquake damage and • Vandalism Staff documents CM tasks on paper at the time of the event and then inputs them into our CMMS database. CCTV or other failure analysis may also be done by staff as a CM task after a problem occurs to diagnose the cause of the problem and recommend changes if indicated. Findings may lead to a spot repair of the pipe, root cutting, root foaming with an herbicide, re-cleaning for grease or debris removal on a periodic preventive basis, or scheduling a manhole-to-manhole pipe replacement or rehab in an urgent or lower priority planned manner. Major replacement or rehab may be capitalized outside of the annual operating budget. 3 of Monitoring, Measurement and Program Modifications: Findings related to scheduled or non-scheduled tasks and work order tracking will be continually evaluated by staff to improve reliability and system performance. In assessing the success of the PMP, changes in frequency or task activities, spare parts or recommended stock levels will be reviewed by the Supervisor. Database changes and/or new instructions to contractors will follow. Items recommended for rehab or replacement through our CIP will be sent by the Supervisor to the Staff Engineer for funding and planning by the Division or forwarded to our Engineering Department for action in the agency wide CIP. This program is subject to revision at any time with the goal of doing a better job more efficiently. The process starts with suggestions from staff on possible ways to improve tracking and managing of work. 4 of APPENDIX I2 Collections Vehicle Inventory Revision Date Revision Date No. Updated No. Updated 0 11/30/11 4 1 5 2 6 3 7 Collections Vehicle Inventory 11/30/11 Num Dept 2011 EQ Co Year Make Model Description Utense 1 340 B0186 001 2010 ELECTRA BEACH CRU ISER V-xxm(Bicycle-Shop) N/A 2 340 B0187 001 2010 ELECTRA BEACH CRU ISER V-xxxx(Bicycle-Shop) N/A 3 340 E0521 001 1973 ELECTRIC EEL SEWER SNAKE V-xxxx(Sewer snake-Shop) UD 4 340 E0657 001 1981 INGERSOLL AIR COM PRESSOR V-xxn Adrmmmossortrailer mounted-Boneyard) 162879 5 340 E0901 001 1990 BIG TEX TRAILER V-xxxx (Hydraulic pump trailer-Shop) E914382 6 340 E0902 001 1993 HOGG-DAVIS DUMP TRAILER V-0584 (Construction trailer-Enc) X411172 ] 340 E0903 001 1993 HOGG-DAVIS DUMP TRAILER V-0502 (Production trailer Don) X411169 8 340 E0904 001 1993 HOGG-DAVIS DUMPTRAILER V-0588 (Production trailer-Peter) 916766 9 340 E0924 001 1996 SOLAR ARROW BOARD V-xxm(Arrow boartl-Boneyard) SE454832 10 340 E0927 001 1996 INGERSOLL AIR COMPRESSOR V-0584 (Construction air compressor-Eric) N/A 11 340 E0928 001 1997 HONDA GENERATOR V-xxxx(STORED @ FLEET SERVICES) UD 12 340 E0952 001 1997 RGC CONST EQU I GATE OPENER V-xxxx (Hydraulic pump trailer-Shop) UD 13 340 E0970 001 1999 HONDA GENERATOR V-0588 (Production generator-Peter) UD 14 340 E0971 001 1999 HONDA GENERATOR UD 15 340 E0972 001 1999 HONDA GENERATOR V-0384 (11,000wattgenerstor-Boneyard) UD 16 340 E0987 001 20W INGERSOLL AIR COM PRESSOR V-0397 (Pump St service truck(large)-James) UD 11 340 E0996 001 20W INGERSOLL AIR COM PRESSOR V-xxxx(11.8 cfm@90 pi air comp-Shop) UD 18 340 E0999 001 20W HONDA GENERATOR V-05]6 (3,000 watt generator-Primary stdby) UD 19 340 E1006 001 2001 GODWIN PUMP V-xxxx (Self primingpump trailer Shop) N/A 20 340 E1027 001 2001 HONDA GENERATOR V-0397 (11,000 watt generator-Pump St service truck 56464 lar a -lames 21 340 E1028 001 2001 HONDA GENERATOR V-xxxx(STORED @ FLEET SERVICES) UD 22 340 E1052 001 2002 HONDA GENERATOR V-0580 (3,00 watt generator-2nd stdby) UD 23 340 E1053 001 2002 HONDA GENERATOR V-0399 (3,000 watt generator-Pump St service truck UD mall -James 24 340 E1054 001 2002 TERREX SOLAR PANEL V-0502 (Arrow board-Boneyard) UD 25 340 E1065 001 2002 HONDA GENERATOR V-0502 (2,000 generator-Don) UD 26 340 E1070 001 2003 ELECTRIC EEL SEWER SNAKE V-xxxx(Misc.sewer snake Shop) UD 27 340 E1079 001 2004 HONDA GENERATOR V-0539 (Utility generator dig alerttruck Mike) UD 28 340 E1121 001 2005 HONDA GENERATOR V-0502 (Production generator-Don) UD 29 340 E1139 001 2007 MIKASASANGYO MVC-88VGHW V-0382(Construction tamper-Eric) N/A 30 340 E1142 001 HONDA GENERATOR V-xxxx (Misc.generator-non dedicated) N/A 31 340 E1154 001 2012 MIKASA MVH-206GH V-0584 (Construction tamper-Erik) N/A 32 340 E1155 001 2012 GENERATOR V-xxxx (Misc.generator-non dedicated) N/A 33 340 E1057 001 2011 MANCO ARROW BOARD V-0502 (Arrow board Don) UD 34 340 E1058 001 2011 MARCO ARROW BOARD V-0502 (Arrow board-Boneyard) UD 35 340 V0382 001 1994 GMC TOPKICK V-0382(Construction trailer rig-Eric) W2652 36 340 V0383 001 1994 GMC TOPKICK V-0383(Misc.trailer rig -non dedicated) W2653 37 340 V03M 001 1994 GMC TOPKICK V-0384(Misc.trailer rig -non dedicated) 0002654 38 340 V0385 001 1994 CIVIC TOPKICK V-0385(Production pull rig-Don) W02650 V0385A V-0385(Pull rig's rear engine-Don) 39 340 V0396 Wl 1995 VOLVO IIE42 FLUSH TRK V-06(Misc letter-non dedicated) 356619 40 340 V0397 001 1995 INTERNATIONAL TRUCK4]00 V039]39 (Pump St service truck(large)-James) 10214M 41 340 V0399 WI 1996 CIVIC TRUCK 3S00 HD V-0399 (Pump St service truck(smal0-James) W8998 42 840 V0438 Wl 1998 DODGE VAN 3500 V-0438(Supervisor van John) 1044682 H:\dept\fss\340\Clerical\SSMP-State WDR\2011 SSMP UPDATES\Vol 11 Collections Vehicle Inventory 11/30/11 43 340 V0481 001 2001 FORD TRUCK F150 V-0481(Supervisortmck-Jeff) 1097977 44 340 V0502 001 2001 GMC TRUCK 6500 V-0502 (Production Trailer Rig-Don) 1119834 45 340 V0524 001 2002 CHEVROLET TRUCK 2500HD V-0524 (Utility dig-alert truck small)-Mike) 1129176 46 340 V0537 001 2004 FORD TRUCK F150 V-0537 )Pump St runner truck-James) 1185454 47 340 V0539 001 2004 GMC TRUCKS500 V-0539 JUtility dig-alert truck(large)-Mike) 1172448 48 340 V0552 001 20W CIVIC TRUCK6500 V-0552(Production pull rig-Peter) 1189330 49 340 V0571 001 2007 FORD UTILITY BED V-0591 (SARI 4x4 truck-William) 1245182 50 340 V0576 W1 2008 FORD TRUCK F250 V-0576 (Primary standby truck) 1271925 51 340 V0580 001 2008 FORD TRUCK F250 V-0580 (Secondary standby truck) 1311503 52 340 V0584 I W1 1 2008 CIVIC TRUCK6500 V-0584 (Construction truck Erik) N/A 53 340 V0587 001 2009 INTERNATIONAL I 7600 V-058] (Production PO unit vector)-unassigned) 1191233 54 340 V0588 001 2009 JGMC ITRUCK 6500 V-0588 (Production Trailer Rig-Peter) n/a 55 340 V0599 1 001 1 2010 INTERNATIONAL WORK STAR 7500 V-0599(Production PD unit(yactor)- unassigned 1355985 H:\dept\fss\340\Clerical\SSMP-State WDR\20115SMP UPDATES\Vol 11 APPENDIX J CIP Renewal and Replacement Process Revision Date Revision Date No. Updated No. Updated 0 09/30/05 4 1 05/25/11 5 2 6 3 7 4? ORANGE COUNTY SANITATION DISTRICT Technical Memorandum CJ �v DATE: May 25, 2011 SUBJECT: Update the Orange County Sanitation District's Collection System Capital Improvement Program for Short and Long-Term Renewal and Replacement Model (Statewide General WDR Section D. Provisions, 13. SSMP, iv. O&M Program, (c) R&R) Purpose: • Identify documents surveyed • Review process used to select Capital Improvement Program (CIP) projects • Review funding process (Finance Department) • Review data sources for supporting CIP funding and project selection Identify the documents surveyed: 1) 2006 Computerized Hydraulic Model In early 2005, OCSD hired Montgomery Watson Harza (MWH)Americas to develop a new computerized hydraulic model for the Collection System. The model was based upon InfoWorks CS computer software by Wallingford Software. In early 2006, MWH Americas completed the hydraulic model and trained specified OCSD staff on its use. The model was tied into OCSD's Geographical Information System (GIS) mapping system for the Collection System. The model is used to evaluate the current and future average daily flow, and peak dry and wet weather flow in the Collection System. It fully satisfies all State of California requirements mentioned in the 2006 Statewide General Waste Discharge Requirements (WDR) for the Sewer System Management Plan (SSMP). 2) 2009 Asset Management Plan Coinciding with the two-year budget for Fiscal Year 2008-09 and 2009-10, OCSD completed an Asset Management Plan (AMP) using a consultant from Gutterridge, Haskins, and Daveys, Pty Ltd. (GHD)to run their TeamPlan software model. The AMP was completed in June 2009. The modeling effort predicts the remaining asset life for the Collection System and Plant Facilities. The results of the computerized hydraulic model are also used to determine hydraulic deficiencies in the Collection System and improve the confidence level rating in justification and validation of necessary CIP projects. 3) 2009 Facilities Master Plan In December 2009, OCSD published Volume 3 (Final Report) of the Collection System portion of the 2009 OCSD Facilities Master Plan. Volume 3 was an update to the 2006 Collection System Strategic Plan Update developed by MWH. The Page 2 of 4 May 25, 2011 update utilized OCSD's computerized hydraulic model (InfoWorks software) by taking sewer network information from OCSD's GIS. The GIS system is constantly being updated by Engineering and Operations & Maintenance personnel. Out of some 20 potential CIP projects identified in the 2006 Master Plan Update for the Collection System, eight of those projects were removed as not being required due to modeled capacity verification criteria; one project was significantly modified; and one project was delayed due to a street construction moratorium imposed by an Orange County city. 4) OCSD Budget OCSD's Budget is adopted by the Board of Directors every two years. Prior to the start of the second year it is updated by the staff. This comprehensive document includes descriptions of all relevant policies, procedures, and processes. It includes a financial summary, an operations overview, a description of all operating divisions, an overview of the OCSD's self-insurance program, CIP details, and a debt service summary. 5) OCSD Reserves Policy and Rate Setting Policy The Board of Directors sets fiscal policy for OCSD which includes a policy for reserves. OCSD's Budget lists the amount of reserves in eight separate categories for the current fiscal year and projections out to 10 years. The Budget "District Summary" (Section 4) lists all these eight categories for reserves and their projected funding by fiscal year in Section 4, pages 16-17. 6) CIP Budget Process and Evaluation Documents Each year the Engineering Department evaluates and certifies all of the existing CIP projects and the projected CIP projects for the next 10 year period. The Budget "Capital Improvements" (Section 6) lists a summary of the Plant Treatment System as well as a summary of the Collection System Improvement Projects. These projects are validated based upon various criteria of capacity, regulatory, and condition assessment needs. 7) Facilities Support Services Department— Collection Facilities O&M Short and Long-term Renewal & Replacement Maintenance Project Program Every year the Collection Facilities O&M division updates and prepares an operating budget to fund their activities and expenses during the year. Many of these Repair and Replacement (R&R) activities are performed under contract by specialty contractors. The Collection Facilities division has a closed-circuit television (CCTV) pipeline inspection program and a manhole inspection program. The Engineering Planning division inputs the digital CCTV data into a database and provides additional support for condition assessments when required. The Collection Facilities division initiates necessary repairs when there are structural or other facility deficiencies requiring R&R, that are under$100,000. They work with Page 3 of 4 May 25, 2011 both Engineering Planning division and Engineering Asset Management division to coordinate major repairs or systematic repair on an asset in the Collection Facilities using CIP funds. 8) Long-term Flow Monitoring Reports and Records In 2002, OCSD hired the consultant ADS to perform a Long-term Flow Monitoring Program. This program involved using 150 flow meters strategically placed throughout the overall Collection System for a period of two years from May 2002 to May 2004. After which, the program was reduced to 75 flow meters from May 2004 to May 2007. This program was used to calibrate OCSD's computerized hydraulic model and establish a baseline of flow measurements for each major trunk and flow basin. Today, the long-term flow meters have been removed, and each major flow basin or trunk has its flow metered by the permanent flow meters located at the two treatment plants. Periodically, flow meters are placed for a special project or study as needs arise, and new CIP projects are developed. Review Process Used to Select CIP Projects: 1) For Fiscal Years 2008 through 2010, OCSD updated the AMP to better understand its short and long-term business obligations related to the assets it currently owns and will own as facilities needs change. The first AMP was developed in 2005 and has gone through a number of refinements since then. This effort employs international standards for asset management resulting in an "Overall State of the Assets" document. 2) Annually, OCSD has a "Call for Projects" and solicits issues and concerns from the entire agency. The proposed projects go through an asset management validation process to help determine what projects are the right ones for the right reasons and right time. When previously "unidentified but necessary" work is identified, the Collection System manager will bring the project request to OCSD's Project Clearinghouse Committee which prioritizes the work and allocates the necessary resources. These projects are tracked by the Engineering Planning division until completed. 3) OCSD uses a comprehensive asset management software program developed by GHD. This software generates the information contained within OCSD's AMP and provides useful information such as identifying what portions of the Collection System and Treatment Facilities should be evaluated for rehabilitation consideration. 4) OCSD reviews new and revises existing CIP projects annually. The effort prioritizes projects based on need, risk, and overall cash flow of the agency. This effort has been modified to utilize the principles of international standards of asset management and business risk, which elevates the process to ensure future repeatability. Page 4 of 4 May 25, 2011 5) OCSD has specifically addressed replacement and rehabilitation in its AMP. The AMP supports the effort of determining the OCSD's cash flow needs. Review Funding Process (Finance Department): 1) The funding process for Joint Operations Fund projects is done through a biennial budget process involving each division reporting their needs to their division manager who in turn prepares an operating budget submission and negotiates with the Finance Department for inclusion in the budget and summarized in the "Operations Overview" (Section 5). 2) The funding process for CIP projects is done annually through a "Call for Projects" process under the direction of the Engineering Planning division. This process is now being supplemented with assistance from the Engineering Asset Management division. The results of the "Call for Projects' process will be screened and validated through the Engineering Department prior to being submitted to the Finance Department. The final listing and summary of the CIP Budget for Capital Requirements is listed in OCSD's Budget"Capital Improvements' (Section 8). This section includes a summary as well as a detailed listing of each Collection System CIP project with projected costs over a ten year period. 3) Funding in general is part of the budget process which is spelled out in OCSD's Budget "Policies and Procedures' (Section 3). Review Data Sources for Supporting CIP Funding and Project Selection: 1) Collection Facilities O&M Division CCTV data (ongoing program) 2) Collection Facilities 0&M Division Manhole Inspection data (ongoing) 3) GHD Asset Management Model of Collection System If you have any questions please contact Jim Burror at 714-593-7335. CFW/JLB:pe Hitlept\fss\MOkCleric l\SSMP-State WDR\SSMP UPDATES APPENDIX KI 2010 Facility Model Maintenance Management Plan (Vol 1) Revision Date Revision Date No. Updated No. Updated 0 01/25/10 4 1 5 2 6 3 7 , I All is 'r � F 'w*ry Ie HISTORY OF CHANGE Version Author Date DescNpNon A Marc Brown = Initial release of document B Doug Rulison Feb.2010 Revised language TABLE OF CONTENTS SECTION 1 EXECUTIVE OVERVIEW ........................................... 1-1 1.0 General Overview.........................................................................................................................1-1 1.0.1 Document Mission.....................................................................................................................1-1 1.0.2 Audience....................................................................................................................................1-1 1.0.3 Assumptions...............................................................................................................................1-1 1.1 Document Organization...............................................................................................................1-1 SECTION 2 FACILITY MODEL CONCEPT ...................................2-1 2.0 Descriptions of Facility Models...................................................................................................2-1 2.0.1 Sewer Atlas/Electronic Map Book(EMB).................................................................................2-1 2.0.2 Facility Atlas/Drawing Access System......................................................................................2-1 2.0.3 Electronic Document Management System(EDMS)................................................................2-2 2.1 Change Management Approach.................................................................................................2-2 2.1.1 Capitol Improvement Program(CIP)Projects...........................................................................2-2 2.1.2 Field Discrepancies/Modifications to Existing System............................................................2-2 SECTION 3 STAFF ROLES AND RESPONSIBILITIES ................ 3-1 3.0 Overview.......................................................................................................................................3-1 3.0.1 GIS Administrator......................................................................................................................3-1 3.0.2 ERG Group Lead........................................................................................................................3-1 3.0.3 GIS Technician..........................................................................................................................3-1 3.0.4 CAD Technician........................................................................................................................3-1 3.0.5 Librarian.....................................................................................................................................3-1 3.0.6 Project Manager.........................................................................................................................3-1 3.0.7 Consultant..................................................................................................................................3-2 SECTION 4 SOFTWARE CONFIGURATION ................................4-1 4.0 Geographic Information Systems(GIS).....................................................................................4-1 4.1 Computer Aided Drafting(CAD)...............................................................................................4-1 4.2 Engineering Document Management System(EDMS)............................................................4-1 VOLUME 1 January 25, 2010 SECTION 1 EXECUTIVE OVERVIEW The Vision Statement for the Orange County Sanitation District is to maintain world-class leadership in wastewater and water resource management. This vision also applies to the way the Sanitation District manages its assets and facilities-world-class. To this end, the District and more specifically the Engineering-Planning Division has expended significant resources—time and money—to create, manage, and share systems, or facility models, that record the as-is state of the assets and facilities. In order to manage these systems, which are in a constant state of change, a process has been developed to ensure the data contained in the facility models reflects the actual conditions in the field. This document describes the procedures, standards and tools used in the process. 1.0 General Overview 1.0.1 Document Mission The purpose of the facility model Maintenance Management Plan is to document the process used to create, manage, and share the data contained within the facility models. It also provides a high level understanding of the change management process and provides a detailed understanding of the procedures, standards and tools used by FRG staff. Not covered in this document are the processes of adding new elements or features to the existing facility models or creating new models. 1.0.2 Audience The audience for this document consists of three distinct groups: regulators, management, and editors. Regulators will see that there is a clearly documented process, complete with procedures and standards, which ensure the Sanitation District will remain in compliance with regulations. Management is assured that a defined process is in place and is consistently applied. The editors will use the document to follow the prescribed procedures, using the defined tools and standards for day to day maintenance of the systems. 1.0.3 Assumptions The process detailed in this document assumes the field staff personnel are the ones who directly observe the accuracy and the correlation between the data in the facility models and the actual observable conditions of OCSD facilities. When the field staff submits discrepancy reports, the reports are accepted as the as-is condition of the actual condition of the facility. However, if additional information is required, the field staff may need to return to the location to collect the necessary data. 1.1 Document Organization This is Volume I of a 3 volume set of Engineering Department, Facilities Records Group (FRG group) data maintenance process documentation. The purpose of the documentation is to clearly detail the processes used by the FRG group to maintain the facility models. The purpose of Volume I is to provide a general overview and background on the FRG group and the facility model concept. Page 1.1 VOLUME 1 January 25, 2010 Volumes II and III address the specific procedures and standards for the each facility model. Page 1.2 VOLUME I January 25, 2010 SECTION 2 FACILITY MODEL CONCEPT A facility model is a complete and seamless representation of the current site conditions, stored in a single location and intended for a particular use. These facility models are used by OCSD staff, contractors and consultants to support the completion of work activities, in support of the OCSD mission. The facility model concept was developed to address the difficulties of managing a growing volume of facilities information. A facility model provides a unique view of the facilities for a specific purpose. As an example, the"Facility Atlas" (FA)facility model is used to represent the physical location of process piping, equipment, and structures for use in construction design and planning. The purpose of the "Plant Design System" (PDS)facility model is to present schematic piping and instrumentation information for use in process control and analysis. 2.0 Descriptions of Facility Models 2.0.1 Sewer Atlas/Electronic Map Book (EMB) The Sewer Atlas Facility Model (SA) was completed in 2004 through Capital Improvement Program project number 1-98. The SA is an electronic facility model that includes all of the sewer lines, manholes, diversion structures, force mains, siphons,force main valves and pump stations known to comprise the OCSD sewer collection system. Data from the SA was used to populate the current OCSD computerized maintenance management system (CMMS). These systems are expected to remain synchronized. The SA data can be viewed in a variety of methods. The SA is a GIS based tool that is accessible through two web based applications, the Enterprise GIS and the Electronic Map Book (EMB). The Enterprise GIS data used in the SA provides read-only access to the assets for display and query purposes. The SA is a seamless dataset; therefore tabular data on all stored assets is available as needed. In addition, Record Drawings and Diversion Structures details are linked and viewable directly from the assets. The Map Books are a four-volume set of printed maps showing information contained in the SA. These books are distributed to key locations and staff at both plants and made available to crews working in the collection system. The EMB is an online version of the printed map book Wth a means to link directly to adjacent maps, Record Drawings and diversion structure details. The EMB is also available in an of0ine format to be used on laptops not connected to the District network. 2.0.2 Facility Atlas/Drawing Access System The Facility Atlas (FA) is a powerful GIS-based tool for accessing "as-is"facility information for both Plant 1 and Plant 2 through a map-based user interface. The FA contains planimetric data; aerial photographs; design and construction areas; and buried, above-ground, and in-tunnel utilities, and equipment. The Drawing Access System (DAS) provides a means to link a map based application directly to project information in the Electronic Document Management System (EDMS). Users are able to select structures in either Plant, VOLUME 1 January 25, 2010 and then query projects that built or affected that structure. Project details, such as title and contract amount, and scanned engineering drawings may be viewed. 2.0.3 Electronic Document Management System (EDMS) The Electronic Document Management System (EDMS) is a central repository for all project-related documents including Record Drawings. 2.1 Change Management Approach In general terms, there are two types of events that will trigger the Change Management process: Capital Improvement Program (CIP) projects, and discrepancies. The following is a high level description of the processes followed. 2.1.1 Capital Improvement Program (CIP) Projects OCSD contracts with consultants and construction contractors to design and build new facilities. These projects produce a set of construction drawings, referred to as Conformed Drawings. Upon completion of the work described in the drawings, Record Drawings are produced. The Record Drawings depict any changes to the drawing set that occurred during construction. Those Record Drawings are considered to be the final record of the work performed and the current as-is condition of the facilities. The Record Drawings have been deemed vital and historic documents and are therefore maintained for the life of the facilities they constructed or modified. The FRG group is responsible for their maintenance in both electronic and hardcopy formats. Upon completion of a project, Record Drawings are generally produced by the design consultant. The plans are plotted on archival quality material (Mylar)and forwarded to the Engineering librarian. There they are scanned, indexed, and the images are loaded into the EDMS. The mylars are filed in the library for future use. Copies of the Record Drawings are then distributed to key individuals to determine if changes or updates are required of the facility models. This starts the change management process. For users of the data management applications, it is important to determine if changes to facility models occur after Record Drawings are produced (occasional exceptions have been made). This may, at times, result in data appearing to be missing from the model. Many times this is because the construction work was completed several months or years before the completions of the contractual project and the production of the Record Drawings. 2.1.2 Field Discrepancies/Modifications to Existing Systems The second type of classification of changes is referred to as"discrepancies". These occur when the field condition does not agree with the facility model. Examples include: manholes not shown on the Sewer Atlas; project data not shown correctly, etc. These errors or omissions occur for many reasons: oversights when extracting data for Record Drawings; incomplete or inaccurate Record Drawings or undocumented field staff modifications. Page 2.2 VOLUME 1 January 25, 2010 Regardless of the reason, discrepancies detract from the accuracy of the model and are therefore given high priority in regards to the change management process. In short, the process consists of the OCSD staff filling out and submitting a field discrepancy form. This form indicates the model in which the discrepancy exists, and a description of the problem. This completed form, along with any supporting information, Record Drawings, photos or sketches, etc. is forwarded to the Facilities Records Group. The discrepancy is logged, and evaluated. If the discrepancy meets the deviation guidelines, it is processed and changes to the model are made. The final outcome of the change is then forwarded to the requester to ensure we have captured the discrepancy correctly as was seen in the field. Page 2.3 VOLUME 1 January 25, 2010 SECTION 3 STAFF ROLES AND RESPONSIBILITIES 3.0 Overview The Planning Division's Facilities Records Group (FRG)was established to be a centralized group of personnel who perform various administrative, technical, design, and program functions in support of the Engineering Department. The FRG Group is responsible for maintaining certain features in the facility models. The mission statement of this group is recording the"as-is" state of OCSD facilities by capturing, maintaining, updating and sharing various engineering data sources. Description of Staff Positions 3.0.1 GIS Administrator The GIS Administrator will initiate and monitor the status of data versions and perform quality assurance checks on work being performed by the GIS/CAD Technicians. This staff member will also be responsible for posting final changes to the Enterprise GIS, assisting in the resolution of data conflicts and upkeep of the GIS based applications. 3.0.2 FRG Group Lead 3.0.3 GIS Technician The main function of the GIS Technician is to prepare data to be incorporated into a facility models. The GIS Technician will work under the direction of the GIS Administrator and/or FRG Lead. The tools used by this staff member may include both CAD and GIS applications. 3.0.4 CAD Technician The main function of the CAD Technician is to prepare data to be incorporated into a facility model. The CAD Technician will work under the direction of the GIS Administrator and FRG Lead. The tool used by this staff member will primarily be CAD applications. 3.0.5 Librarian The Librarian is the individual responsible for the storage and safety of printed original documents. In most cases these documents have been deemed vital and historical and must be maintained in accordance with the Sanitation District records retention policies. The Librarian will be the primary recipient of incoming conformed and/or Record Drawings, specifications, reports, and final electronic files. 3.0.6 Project Manager The District Project Manager initiates requests for project data to begin a design project, which also initiates a GIS data editing session. Once a database version has been created, exported, and turned over to the District Project Manager, the quality of the data edits are the District Project Manager's responsibility. The District Project Manager must coordinate with Consultants, District Staff and Contractors as necessary to ensure that edits returned to FRG at the closing of the project, edit session, comply with the District CAD Manual. Page 3.1 VOLUME 1 January 25, 2010 3.0.7 Consultant Project consultants receive a district baseline model file to begin all CIP projects. A data request is made through the PM for baseline model files and project record drawing in the District EDMS. During the design phase of any project, there are CAD standards reviews that must be completed in order to ensure correct project data transfer. The consultant is to provide CAD files and hard copy prints for review. CAD standards are enforced in order to assist in data transfer and capture. Design data is converted from a CAD format to a GIS format to be included in the facility models, which are then reused for future project data requests. Page 3.2 VOLUME I January 25, 2010 SECTION 4 SOFTWARE CONFIGURATION A variety of software is used to implement and manage the Sewer Atlas/EMB and the FA/DAS. The data for these systems is stored in an Oracle database and a file based system that can be accessed by a variety of CAD and GIS client software packages. 4.0 Geographic Information Systems (GIS) ArcGIS is the primary GIS client software used at the District and is distributed to desktop viewers and editors. A middle-ware program called ArcSDE is used to read/write the data to/from the Oracle database. The GIS client application that publishes the FA, SA and DAS on the District Intranet is called ArcIMS. ArcIMS sends data request to Oracle through ArcSDE. It is also possible to connect directly to the Oracle/ArcSDE database using ArcGIS (which includes ArcMAP and ArcCATALOG). 4.1 Computer Aided Drafting (CAD) Autodesk CAD applications are the preferred CAD design software at the District. AutoCAD Map3D, Raster Design and Design Reviewer are a few of the software's that are used for capturing and editing engineering data. Feature Data Object (FDO) is a "middle-ware" that is used to allow CAD users to interface and edit GIS formatted data. 4.2 Engineering Document Management Systems (EDMS) The Districts EDMS, FileNET, is a software application that is the central repository for all engineering project related documents. EDMS is an application that manages and stores documents that are linked or accessed through either the FA/DAS or SA/EMB. Page 4.1 APPENDIX K2 OCSD Sewer Atlas Maintenance Vol. III Revision Date Revision Date No. Updated No. Updated 0 02/03/10 4 1 5 2 6 3 7 VOLUME III SEWER ATLAS MAINTENANCE o�JN�V S A N 1 Tg _ A Q ¢ c� o � � THE EN UPDATED: FEBRUARY 3, 2010 HISTORY OF CHANGE Version Author Date Description A Marc Brown 2005 Initial release of document B Doug Rulison Feb. 2010 Revised language to include GIS based processes SECTION 1 PROCEDURES FOR SEWER ATLAS MAINTENANCE............1-1 1.0 General Procedures Overview......................................................................................1.1 1.0.1 Document Organization............................................................................................1-1 1.0.2 About Sewer Atlas (briefly).......................................................................................1-1 1.0.3 Sewer Atlas Data Lifecycle.......................................................................................1-1 1.0.4 Sources of Edits........................................................................................................1-1 1.0.5 Alternate Data Collection Procedures ......................................................................1-2 1.0.6 Process Flowchart....................................................................................................1-3 1.1 Prepare Work Package...................................................................................................1.4 1.2 Locate and Print Record Drawings in EDMS...............................................................1.4 1.2.1 Locating EDMS drawings .........................................................................................1-4 1.2.2 Printing Drawings......................................................................................................1-4 1.3 Data Preparation.............................................................................................................1-5 1.3.1 Record Drawing Preparation....................................................................................1-5 1.3.2 Project Model Files...................................................................................................1-5 1.4 Establish Asset Numbers..............................................................................................1-6 1.4.1 Manhole Numbering .................................................................................................1-6 1.4.2 Gravity Sewer Line Numbering.................................................................................1-7 1.4.3 Bypass Line Numbering............................................................................................1-7 1.4.4 Force Main Numbering.............................................................................................1-7 1.4.5 Force Main Valves and Air Valves............................................................................1-8 1.4.6 Pump Station Number..............................................................................................1-8 1.5 Create Working File/Folder............................................................................................1.8 1.6 Create/Edit Features.......................................................................................................1.9 1.6.1 Digitizer Form ...........................................................................................................1-9 1.6.2 Spatial Update..........................................................................................................1-9 1.7 Abandoned Features....................................................................................................1-10 1.8 Demolished Features...................................................................................................1-11 1.9 Diversion and SPlitter Structure.................................................................................1.11 1.10 Data Exchange..............................................................................................................1-12 1.10.1 Exporting Data........................................................................................................1-12 1.10.2 Importing Data........................................................................................................1-12 1.11 Manhole Hyperlinks......................................................................................................1-12 1.12 Manhole Table Updates...............................................................................................1-13 1.13 Quality Assurance........................................................................................................1-14 1.13.1 Completeness Assessment....................................................................................1-14 1.13.2 Graphic Standards Review.....................................................................................1-15 1.13.3 CAD Review ...........................................................................................................1-15 1.13.4 CSV Data Review(future)......................................................................................1-15 1.13.5 DWF Review...........................................................................................................1-15 1.14 Commit Edits to Master File........................................................................................1-16 1.15 Data Transfer.................................................................................................................1-16 1.15.1 Export to GIS..........................................................................................................1-16 1.15.2 Export to CMMS .....................................................................................................1-17 1.15.3 Import into GIS........................................................................................................1-17 1.15.4 Import into Hydraulic Model....................................................................................1-17 1.16 EDMS Update.........................................................................Error! Bookmark not defined. 1.17 Print Map Book Pages..................................................................................................1-17 1.18 Publish...........................................................................................................................1.19 SECTION 2 ALTERNATE DATA COLLECTION PROCEDURES FOR SEWER ATLAS MAINTENANCE ...................................................................................2-1 2.0 General Alternate Data Collection Overview...............................................................2.1 2.1 Permit Research Procedure ..........................................................................................2.1 2.2 Field Data Collection Procedure...................................................................................2.1 2.2.1 Create Field Discrepancy Form................................................................................2-1 2.2.2 Review Discrepancy Form........................................................................................2-1 2.2.3 Generate CMMS Service Request...........................................................................2-2 2.2.4 Create Work Order...................................................................................................2-2 2.2.5 Collect Data..............................................................................................................2-2 2.2.6 Review and Forward Documentation .......................................................................2-2 2.2.7 Quality Check...........................................................................................................2-3 2.3 Record Drawing Procedure...........................................................................................2-3 SECTION 3 STANDARDS FOR SEWER ATLAS MAINTENANCE ..............3-1 3.0 Standards Overview.......................................................................................................3-1 3.1 Deviation Guideline........................................................................................................3-2 3.1.1 Physical Location......................................................................................................3-2 3.1.2 Data..........................................................................................................................3-2 3.1.3 Omissions.................................................................................................................3-2 3.1.4 CIP Projects..............................................................................................................3-2 3.1.5 Miscellaneous...........................................................................................................3-2 3.2 Tracking Spreadsheet Column Descriptions and Expectations................................3-3 3.3 Minimum Data Required on Record Drawings............................................................3-5 3.4 Printing Standards for Large Format Drawings..........................................................3-6 3.5 Data Preparation Standard............................................................................................3-6 3.5.1 Standard Highlight Colors.........................................................................................3-6 3.5.2 Data Categories........................................................................................................3-7 3.5.3 INSTALLATION—DATE.............................................................................................3-8 3.5.4 OWNER CODE........................................................................................................3-8 3.5.5 STREET—CODE.......................................................................................................3-8 3.5.6 CROSS—STREET—CODE........................................................................................3-8 3.5.7 RIM—ELEVATION—CD..............................................................................................3-8 3.5.8 MH CNTR INV ELEV CD......................................................................................3-9 3.5.9 UPSTREAM INVERT ELEVATION CD.................................................................3-9 3.5.10 DOWNSTREAM INVERT ELEVATION CD...........................................................3-9 3.5.11 MANHOLE DEPTH........._....................._................................................................3-9 3.5.12 FIELD_216 (Doc ID).................................................................................................3-9 3.5.13 TIF NUM..................................................................................................................3-9 3.5.14 DATUM DESIGN .....................................................................................................3-9 3.5.15 YEAR RECONSTRUCTED.....................................................................................3-9 3.5.16 ORIGINAL CONTRACT NO...................................................................................3-9 3.6 Field Data Collection Standards .................................................................................3-10 3.6.1 Status......................................................................................................................3-10 3.6.2 Distance from Existing Manhole(s).........................................................................3-10 3.6.3 Manhole Depth .......................................................................................................3-10 3.6.4 Manhole Type.........................................................................................................3-10 3.6.5 Direction of Connection..........................................................................................3-10 3.6.6 GPS Data Collected................................................................................................3-10 3.6.7 Status......................................................................................................................3-11 3.6.8 Pipe Diameter.........................................................................................................3-11 3.6.9 Pipe Material...........................................................................................................3-11 3.6.10 Pipe Length.............................................................................................................3-11 3.6.11 Pipe ID....................................................................................................................3-11 3.7 Asset Numbering Convention.....................................................................................3-12 3.7.1 Manhole Number Convention.................................................................................3-12 3.7.2 Gravity Sewer Line Numbering...............................................................................3-13 3.7.3 Bypass Line Numbering...............................................Errorl Bookmark not defined. 3.7.4 Force Main Numbering...........................................................................................3-15 3.7.5 Trunk Sewer Abbreviations ....................................................................................3-18 3.8 FIIeIFolder Standards...................................................................................................3-19 3.8.1 CAD Template........................................................................................................3-19 3.8.2 CAD Standards File................................................................................................3-19 3.8.3 Working Folder Standards......................................................................................3-19 3.8.4 Working File Standards..........................................................................................3-19 3.8.5 Data Transfer Profile...............................................................................................3-20 3.8.6 Shapefile Standard.................................................................................................3-20 3.9 New Features ................................................................................................................3-20 3.9.1 Layer Convention....................................................................................................3-20 3.9.2 Block Library...........................................................................................................3-20 3.10 Abandoned Features....................................................................................................3-21 3.10.1 Layer Convention....................................................................................................3-21 3.10.2 Graphic Elements...................................................................................................3-21 3.10.3 Object Data.............................................................................................................3-22 3.11 Demolished Features...................................................................................................3-22 3.12 Annotation Guidelines.................................................................................................3-22 3.13 Balloon Blow Ups.........................................................................................................3-22 3.14 CA Reports....................................................................................................................3-23 SECTION 4 APPENDIX..................................................................................4-1 4.0 Field Lengths ..................................................................................................................4-2 4.1 CAD Layers Mapping......................................................................................................4-3 4.2 Sample Memorandum....................................................................................................4-4 4.3 CAD Layers .....................................................................................................................4-5 4.4 MPG Block Library..........................................................................................................4-6 4.5 Object Data Tables .........................................................................................................4-7 4.6 Change Management Checklist....................................................................................4-8 4.7 Field Discrepancy & Data Collection Sheets...............................................................4-9 4.8 OCB Standard Operating Procedure..........................................................................4-10 Volume III Sewer Atlas Maintenance SECTION 1 PROCEDURES FOR SEWER ATLAS MAINTENANCE 1.0 General Procedures Overview 1.0.1 Document Organization This is Volume III of a five volume set of Engineering Department, Engineering Data Management Group(EDM group) data maintenance process documentation (Document). The purpose of the document is to clearly detail the processes used by the EDM group to maintain the facility models. The purpose of Volume III is to provide background and detailed change management procedures for the Sewer Atlas Facility Model. General discussion and background on the EDM group and the facility model concept are presented in Volume I. Volume III is divided into four sections. The first section lists the procedures required to maintain the Sewer Facility Atlas Model. The second section provides Alternate Data Collection Procedures if the required data is not available. The third section contains the standards that are used to accurately perform the procedures. The Appendix in the fourth section includes reference material such as forms and supporting documentation. 1.0.2 About Sewer Atlas (briefly) The Sewer Atlas Facility Model (SA)was completed in 2004 through Capital Improvement Program (CIP) project number 1-98. The SA is an electronic facility model that includes all of the sewer lines, manholes, diversion structures, gravity pipes, siphons, force main valves and pump stations known to comprise the OCSD sewer collection system. For more detailed information on the SA, refer to Volume I, Facility Model Maintenance Management Plan. 1.0.3 Sewer At/as Data Lifecycle The sewer collection system is constantly undergoing change. As such,the SA requires constant changes to accurately reflect the conditions in the field. When a change is made to the physical collection system, or a discrepancy between the SA and the real world is observed, a record of the changes or discrepancy is noted. Discrepancy records are routed through the EDM group and, if necessary, changes are made to the SA. Once changes are made to the SA, the corrected data must be published in a variety of formats to provide access for OCSD staff. The details of the types of discrepancies noted and the framework used to correct and publish updated information is the focus of the remainder of this document. 1.0.4 Sources of Edits Edits to the SA come from a variety of sources including CIP projects, discrepancies noted in the field by collection systems staff and changes made to the system by operations and maintenance staff. A brief description of these sources is included in this section,for more detailed information, refer to Volume I, Facility Model Maintenance Management Plan. Capital Improvement Program (CIP) Project A Capital Improvement Program (CIP) Project is a change to the collection system managed by the Engineering department through the CIP project or Facility Engineering project. For the purposes of this document, CIP projects and FE projects are referred to 1-1 8/18/2010 Section 1 Procedures for Sewer Atlas Maintenance as CIP only. When a CIP project is completed, engineering Record Drawings are produced recording the locations, sizes, and nature of concealed items such as sewer lines, manholes, and the like. These drawings that detail changes to the collection system are submitted to the Engineering department and, in tum, to the EDM. Field Discrepancies A field discrepancy occurs when OCSD staff using SA data identifies a discrepancy between the SA data and the actual facilities observed. By identifying and correcting field discrepancies, the SA data becomes more accurate over time. Closed Circuit TV(CCTV) CCTV has been used to identify error in OCSD GIB data Periodic Updates Periodic updates occur when the data in which the Sewer Atlas was built, such as parcels, street centedines, etc. are updated by the originating source. 1.0.5 Altemate Data Collection Procedures Section 1 details the expected sequence of events to update the Sewer Atlas Facility Model. Occasionally additional steps must be taken before the process outlined in this section can occur. If the required data is not on the Record Drawing, then it will be necessary to perform Permit Research or Field Data Collection. The results of which are documented on the Record Drawing, using the Record Drawing Process. These procedures are detailed in Section 2, Alternate Data Collection Procedures for Sewer Atlas Maintenance. 1-2 8/18/2010 Section 1 Procedures for Sewer Atlas Maintenance 1.0.6 Process Flowchart The diagram below details the procedures, standards and tools used to manage and maintain the Sewer Atlas. Sewer Atlas Change Management Vol III error Atlas Vptlde Tracking PermY Fieltl DeisVFW START legend Y SPreatlslreei Requiretl DelaN ReseertM1m (Vol 1113.1) (Vd 11182) (Vol IIIS2) (Vd 1112.17 n 3 2 Ur W W Prnpele WOM Id ENO Package (Vo11111.1) Locals an' Creole Wak ManMle Manhole TffiIn Swap Wonting File Free RewM FiINFoltler Aba^tlonetl N Y Hyperinlx Upoles EDMS 16) for Masler File Drawings (Vol all IS) FeaNme (Vd lll1.11) (Vol 1111.12) (Vd V16) (Vol V2.2) (Vol 1111.2) res Deegolishetl N C Date Cal Abendanetl Features CreafwEtlH Copy Affl Map PIMARecIaE Map Pam Map PreDsratlon FeaWres F¢aWres Manhole N Bonk Pages Bcok Pages Dale Trender, Bmk Paper V (Vd 1111.3) (Vol III IS) (Vd 1111.]( Ilypetlinks Working Folder (Vol V 2S) (Vo11111.i5) (V^11111.1]) C VYes m H Ore DereolWietl SWdcted ures 0 Eeladlah Features Ayd (Vd 11118) No Ddn Sapp Mlring File CanreXr dftFile Compile Final E[dlange kr Vol V 2. File ro Maeler Flle rvumaers res (Vo11111.io) Marvz.z) (Vol 111uq wont Package (Vtl 1111A) Dmenlon a^a Spliner S addures (Vol 1111.9) Quality Pssu2,ae (Vd 1111.13) Quality rence No (Vol 1111.13) O W C E Q re Evan Pudlsh (Vol 1111.8) _N Ur END 1-3 8/18/2010 Section 1 Procedures for Sewer Atlas Maintenance 1.1 Prepare Work Package When it is determined that the discrepancy or project does impact the Sewer Atlas and that the required data is on the Record Drawing, then a work package is entered into the GIS Change Management Tracking Spreadsheet and forwarded to the GIS Technician. The work package consists of: The completed discrepancy form or CIP Record Drawings. A print of the map book page impacted. A blank Sewer Atlas check list. Refer to Appendix 4.6, Change Management Checklist. 1.2 Locate and Print Record Drawings in EDMS The first step for the GIS Technician is to locate, review and print the required Record Drawings that are stored in the Electronic Document Management System (EDMS). Record Drawings will contain the vast majority of the information required to make a change to the Sewer Atlas. To extract this information it is necessary to print hardcopies. All Record Drawings are accessible via the EDMS. If a Record Drawing is missing, it is imperative that the missing drawing be brought to the attention of the Engineering Librarian. The following search methods are available from the EDMS application: 1.2.1 Locating EDMS drawings Some general guidelines for locating the drawings in EDMS are listed below. Refer to the EDMS Desktop, Quick Reference Guide for details on locating documents in EDMS, or Volume V, Tools for Facility Model Maintenance. • Use Simple Search when the criteria required to locate a document are very specific, such as Item ID. • Use Advanced Search when multiple criteria are required to locate a document. • Use Drawing Search when the search criteria are specific to engineering drawings. 1.2.2 Printing Drawings Printing is allowed directly from the EDMS interface and is useful when printing a small number of drawings (1 to 4). For larger numbers of drawings, it is recommended that the AccXES Client Tool be used. Refer to Volume V, Tools for Facility Model Maintenance. To print a single document: • Using the search results, double-click the document title and select print. Alternatively, select the title, right-click and select print. To print multiple documents: • Copy all documents from EDMS to a temporary location on the hard drive. • Use AccXES Client Tool to submit the prints. • Delete the files from the temporary directory when finished printing. • Refer to Section 3.4, Printing Standards for Large Format Drawings. 1-4 8/18/2010 Section 1 Procedures for Sewer Atlas Maintenance 1.3 Data Preparation Data preparation is the process of reviewing the Record Drawings and project model files to be used for the creation or modification of an OCSD asset or assets. The preparation of that data improves the quality and efficiency of the data input process described in Section 1.6, Create/Edit Features. 1.3.1 Record Drawing Preparation This process consists of scrubbing or identifying information and data regarding an OCSD asset or assets found on the Record Drawing. Items such as manhole location, invert elevation, diameter, etc. are highlighted. • If the Record Drawings have not been included in the work package or additional drawings are required, refer to Section 1.2, Locate and Print Record Drawings in EDMS. • Review the work package to understand the work to be performed. It may be necessary to review the CIP Record Drawing and/or the discrepancy form to get a better understanding of the change(s)to be made. • Highlight the asset information. Refer to Section 3.5, Data Preparation Standard. • Some attributes are mandatory and therefore it may be necessary to calculate or estimate the values.When doing so the attribute value must be written on the Record Drawing and highlighted. 1.3.2 Project Model Files If the work package consists of a CIP project, a project model file will be available. The project model file will be used to locate the physical asset, while the Record Drawing will be the source of the attribute information. • Refer to the CAD Manual, Section 3.0 File Organization Techniques and Section 4.0 Directory Organization for a description and proper location of the project model file. • Launch AutoCAD and open the project model file. • Isolate the desired CAD features by turning off extraneous layers and/or deleting unnecessary objects. • When complete, save CAD the file to the working folder. Refer to Section 3.8.3, Working Folder Standards and 3.8.4, Working File Standards. 1-5 8/18/2010 Section 1 Procedures for Sewer Atlas Maintenance 1.4 Establish Asset Numbers Each asset within the OCSD collection system requires an asset ID. The EDM group is responsible for creating the assets and subsequently the asset ID. The following are the current numbering conventions in use. 1.4.1 Manhole Numbering Each manhole within the OCSD collection system is uniquely identified. The Manhole Numbering Standard can be referenced in Section 3.7.1, Manhole Number Convention. The following procedure is intended to prevent the duplication of manhole IDs. Inserting manhole on trunk Open the Master MPG Object Data database. Note: In order to keep the ' master MPG Object Data • Open the Manhole table. database current, the GIS • To reduce the number of records it may be helpful Administrator will be to filter the manhole table by trunk abbreviation. required to periodically • Sort the table by the STRUCT_1 column. export the contents of the Master File. • Find the highest trunk sequence number. Do not rely on the current map book page to determine the highest trunk sequence number. • Number the manhole by incrementing by 5, unless the new manhole is inserted between two existing manholes. Inserting manhole on a lateral • Follow the steps listed above. • Find highest lateral sequence for the entire lateral. Do not rely on the current map book page to determine the highest lateral sequence number. • Number the manhole by incrementing by 5, unless the new manhole is inserted between two existing manholes. Inserting manhole between two existing manholes • Divide the space by 5. • Identify the point closest to the new manhole location. • Increment the manhole number accordingly. BKR0290-0000 BKR0295-0000 BKR0293-0000 1-6 8/18/2010 Section 1 Procedures for Sewer Atlas Maintenance 1.4.2 Gravity Sewer Line Numbering Each sewer line within the OCSD collection system is uniquely identified within CMMS. A sewer line is made up of a downstream manhole and an upstream manhole joined together to establish the pipe id. EDM staff are not responsible for concatenating the downstream and upstream manholes to form the pipe id. However, EDM staff are responsible for populating the sewer table with the STRUCT_2 and STRUCT_1 values. The Sewer Line Numbering Standard can be referenced in Section 3.7.2, Gravity Sewer Line Numbering. • Create the manholes. Refer to Section 1.6, Create/Edit Features. • Draw the sewer line using the MPG. Refer to Section 1.6, Create/Edit Features. This will create the sewer line but it does not establish the asset numbers. • To populate the sewer table with the appropriate STRUCT_2 and STRUCT_1 values, the object data must be exported to the Object Data Database where a series of queries are run and then imported back into the working file. It is not necessary to perform this function right away; it can be done during the 1.10, Data Exchange. • Export the manhole table and sewer tables. Refer to Section 1.10.1, Exporting Data. • Open the Object Data database and run queries qry-1, qry-2 and qry-3. These queries will move the data from the manhole table to the sewer table to populate STRUCT_2 and STRUCT_1 properties. • Import the sewer table back into the working file. Refer to Section 1.10.2, Importing Data. • Caution: The definition of a sewer line is; a segment of pipe which has an asset at each end. In other words the sewer line must have a manhole or pump station at both ends. The procedure described above will, most likely, introduce bad data into the working file. It is imperative this does not get introduced into the master file. This can be avoided by closely following the procedure defined in Section 1.14, Commit Edits to Master File. 1.4.3 Bypass Line Numbering Each sewer line within the OCSD collection system is uniquely identified within CMMS. There are however unique situations where two or more lines connect to the same downstream and upstream manholes. Siphon and vent lines are examples of these unique situations. EDM staff are not responsible for the creation of the pipe id for bypass lines. However, EDM staff are responsible for correctly identifying a sewer line as a siphon or vent. This information is used by CMMS to create the pipe id. 1.4.4 Force Main Numbering A Force Main is a sewer pipeline carrying wastewater or treated effluent in which the flow in the pipeline is dependent on and driven by a pump station. Each Force Main within the OCSD collection system is uniquely identified within CMMS. The force main ID changes when it encounters a physical asset such as a manhole or valve. Changes in direction do not constitute a physical asset and therefore do not affect the force main ID. The Force Main Numbering Standard can be referenced in Section 3.7.4, Force Main Numbering. 1-7 8/18/2010 Section 1 Procedures for Sewer Atlas Maintenance 1.4.5 Force Main Valves and Air Valves Force Main Valves and Air Valves are numbered by CMMS. OCSD standard practice is to request looptag numbers during the design phase of the project and document them in the Record Drawings. If this has not been done, contact CMMS and request the creation of the looptag number. 1.4.6 Pump Station Number Pump Stations are numbered by CMMS. OCSD standard practice is to request Pump Station numbers during the design phase of the project and document them in the Record Drawings. If this has not been done, contact CMMS and request the creation of the Pump Station number. 1.5 Create Working File/Folder The working file is created by extracting elements from the Master File to be modified within a map book page. It is necessary that all elements within the grid or grids to be included in the working file. This extra information will be used later to update the manhole table and other associated activities. The working folder contains all the files created during the update process. Refer to Volume V, Tools for Facility Model Maintenance, for detailed information on how to use the AutoCAD attach and query commands. The process is as follows: Create a new drawing file using the template defined in Section 3.8.1, CAD Template. If the OCSD-GRID is not attached, attach it as an external reference file. Attach the Master File using the AutoCAD Map command. If the work is for a CIP project, attach the prepared project model file. Refer to Section 1.3.2, Project Model Files. Identify the map page and define the query parameters. Save the working file. Refer to Section 3.8.3, Working Folder Standards and Section 3.8.4, Working File Standards. 1-8 8/18/2010 Section 1 Procedures for Sewer Atlas Maintenance 1.6 Create/Edit Features This process utilizes a custom data "IUM11161111111 software raapplication to increase input the speed and accuracy of the data input The tools, referred to as the Map Product Generator or MPG, were developed in Visual Basic 6.0 and use Active X controls Spatial Update to load attribute data from a simple user interface into AutoCAD Map object data Digitizer Form tables. A data dictionary is used to populate drop down lists with allowable values and to validate entered data, with the intent to reduce data input errors and eliminate duplicate data. Refer to Volume V, Tools for Facility Model Maintenance, for detailed information on how to use the MPG tools. 1.6.1 Digitizer Form The digitizer form is the primary input tool and will be used extensively. The tool controls the creation of manholes, sewer lines, force mains and force main valves. • When creating assets use coordinates, station and offsets, dimensions, etc. to locate the proposed location of the asset. Use temporary construction elements as necessary. • If using a project model file, verify that the model aligns with the correct coordinate system before creating assets. • Manholes must be created first. Note: Never delete assets. Cut and paste 1.6.2 Spatial Update them into the demo file. The spatial update form is used to update or edit the location of existing objects as well as object attributes. 1-9 8/18/2010 Section 1 Procedures for Sewer Atlas Maintenance 1.7 Abandoned Features An abandoned feature is a manhole, sewer line, etc. wherein the physical object remains in the ground but is no longer in service. The GIS Technician is not responsible for determining whether a feature can be returned to service or for evaluating the method used to take the feature out of service. The Record Drawings are taken at face value and abandoned features are modified as indicated. The process to abandon a feature crosses several individual procedures. The following is an overview with references to the individual procedures or standards as necessary. Move the abandoned manholes and sewer lines to the appropriate abandoned layer. Refer to Section 3.10.1, Layer Convention. Modify the manhole and sewer object data table. Refer to Section 3.10.3, Object Data. Delete the sewer label and flow arrow. Hatch the abandoned sewer line. Refer to Section 3.10.2, Graphic Elements. Add annotation "ABANDONED (project A, project B)'. Project A is the project that constructed the sewer line and Project B is the project that abandoned the sewer line. Export the manhole table and sewer table. Refer to Section 1.10.1, Exporting Data. Open the Object Data database, open the manhole table, and sort the table by the Status column. Highlight and delete the manholes with a STATUS value of ABAND, DEMO or DELETE. This will prevent these manholes from being included in the manhole table. Commit edits to the master File. Refer to Section 1.14, Commit Edits to Master File. Export the data for use by the Enterprise GIS and CMMS. Refer to Section 1.15, Data Transfer. 124—S0.0032 0 j0 .004 1 DIP 1991 RED0215- 001 4 80—S00032 0 . 10 991 DIP 1 RED0215- 0ABANDONED 107—S0.004 10D199 1(7-4B, 7-41 ) K RED0215- 0012 1-10 ene/2010 Section 1 Procedures for Sewer Atlas Maintenance 1.8 Demolished Features A demolished feature is a manhole, sewer line, etc. that has been physically removed and no longer exists in the ground. The GIS Technician is not responsible for determining whether a feature can be returned to service or for evaluating the method used to demolish the feature. The Record Drawings are taken at face value and demolished features are deleted from the Master File as indicated. This process is also applied to errors made during the original capture of the collection system. For example, manholes and sewer lines that were mistakenly added to the Sewer Atlas and have been verified as not existing in the field. The process to remove a feature is: Identify assets to be removed. Modify the manhole and sewer object data table. Refer to Section 3.10.3, Object Data. Delete the sewer label and flow arrow. Export the manhole table and sewer table. Refer to Section 1.10.1, Exporting Data. Open the Object Data database, open the manhole table, and sort the table by the Status column. Highlight and delete the manholes with a STATUS value of ABAND, DEMO or DELETE. This will prevent these manholes from being included in the manhole table. Commit edits to the master File. Refer to Section 1.14, Commit Edits to Master File. Export the data for use by the Enterprise GIS and CMMS. Refer to Section 1.15, Data Transfer. 1.9 Diversion and Splitter Structure Diversion Structures and Splitters are documented in two locations, the map books and a separate Diversion Structure book. Diversion and Splitter structure edits will typically occur during CIP projects when new features are being added. A diversion structure is one where slots or adjustable gates are present and flow can be directed or redirected from one trunk line to another to control flow or capacity. A Splitter Structure also contains slots or adjustable gates, but flow remains within the same trunk. The process is the same for each type of structure: The GIS Technician draws the detail of the structure. Note: In order to keep The detail is submitted to the EDM Group Lead to assign an existing i alias number. functioninng,g, the general rule is to not rename the To assign an alias number, locate the highest number and add map book page filename. 1. The EDM Group Lead convenes a meeting of the Diversion Structure committee and submits the detail for approval. Upon approval, the detail is distributed to the owners of the Diversion Structure book by the EDM Group Lead. The detail then gets routed back to the GIS Technician to be incorporated into the Map Book. Insert into open location on existing map book page or create a new map book page as necessary. Add a hyperlink from the Diversion Structure to the diversion structure map book page. 1-11 8/18/2010 Section 1 Procedures for Sewer Atlas Maintenance 1.10 Data Exchange r 1 r The Data Exchange command of the MPG is used to move object data between ag I�, Sy CAD file and an MS Access database. The hh�� ' `• a C� Y exporting of data is a prerequisite for several other activities such as updating of the manhole table and updating the Data Exchange hyperlinks on off-page connectors. The importing of data is used to make global changes to data and to post-process certain attributes. When exporting data, the contents of an object data table are written to a MS Access database. The path to this file is preset and can not be changed. The primary key connecting the AutoCAD objects with the database is the objects handle. AutoCAD controls the creation and modification of the handles and they are subject to change.When planning to export and import data it is imperative that special attention be given to the sequence of events. Refer to Volume V, Tools for Facility Model Maintenance for additional information on exchanging data. 1.10.1 Exporting Data • Drop all tables before exporting. This will delete any existing records in the table. • Create the table and adjust the field lengths for manholes according to Appendix 4.0, Field Lengths. For a manhole data exchange use the file located on the network; J:\Facility Models\Sewer Atlas\Models\mh_field_sizes.xls • Choose the data table to be exported and select the feature type. • Export the data table. • Repeat the process for additional data tables as necessary. 1.10.2 Importing Data • If the data is to be modified and imported back into the object data tables, perform the modifications or post-processing prior to closing the current AutoCAD session. • Choose the data table to be imported. • Import the data table. 1.11 Manhole Hyperlinks The links between manholes and Record Drawings are established by the very nature , r r that the manhole is shown on the Record PM Drawing. To add to the usability of theq ey Sy electronic map book the manhole object is 4� z R• P hypedinked to the Record Drawing. This is done using a default path and the EDMS Item ID or the scanned image filename (The Hyperlink Manhole scanned image filename is used for an offline version of the electronic map book). The Hyperlink Manhole command of the MPG as well as the object data database is the most convenient method to create and update the manhole hypedinks. Refer to Volume V, Tools for Facility Model Maintenance for additional information on manhole hyperlinks. Open the working file. 1-12 8/18/2010 Section 1 Procedures for Sewer Atlas Maintenance Select Hyperlink Manhole tool. This command will automatically reference the exported access database from the previous step and prompt the user to select a table that contains the manholes and select the attribute to use for the hyperlink. Select the Manhole table in the Node Table. Select Field 216 in the Link Field. 1.12 Manhole Table Updates The Manhole Table command of the MPG as well as the object data database is I s � � used to create and update the manhole Pi table. It is generally not recommended to 1 manually edit the manhole table. Manhole Table J Open the Map Book Page from the working folder. Note: The path to the Select Manhole Table tool—this command will automatically object data database is reference the exported access database from the previous hard coded. As a result it step and generate a new table with all manholes within the is very important to grid. conduct the data If the manhole table conflicts with the sheet legend, it will be exchange immediately necessary to create a second sheet and move the conflicting prior to the manhole portion. update. 1-13 8/18/2010 Section 1 Procedures for Sewer Atlas Maintenance 1.13 Quality Assurance Quality Assurance (QA) is the process of reviewing the work performed to confirm that it complies with the procedures and standards that have been established. The QA is conducted primarily by the GIS Administrator. However, it is important that others involved in the updating of the Sewer Atlas be aware of the quality expected. The process to prepare and review a work package for QA is shown in the following diagram. Quality Assurance Procedure START PWNIAffd W,ODDeWW F..M W GIS W Map B W WoWJng Fddx Ewluetlm FdEy M"'t'V C L U N F y ANwn c -U, R¢Wmb GIS Rereme OD Loel l,M Tall DebEesa Evahwtlon Debbaae No Walvue P NwvM ConOuct CAO RaoNM? YaMeNs ReNew O W CGbeck Ewlualion 'E Y Delebawbr Led o seas m Y. . MM Dab Invesuga Rewlls ReNew as Necessary 1.13.1 Completeness Assessment The completeness assessment is a visual inspection to determine if the original discrepancy or CIP was addressed. For example, questions such as"Was the entire project included? Did we capture every manhole? Is there a label for every manhole?" must be asked. In addition, the QA provides a reality check by asking such questions as "Is the direction of flow accurate? "Is the slope correct?" It may be necessary for the GIS Administrator to go back to the original discrepancy or project and compare the updates to the original source. 1-14 8/18/2010 Section 1 Procedures for Sewer Atlas Maintenance 1.13.2 Graphic Standards Review The Graphic Standards review verifies that the graphics follow general guidelines for placement such as the location, direction and placement of labels and arrows to ensure consistency and ease-of-use of the edited maps. Refer to Section 3.12,Annotation Guideline. Specific review comments are written directly on the item and global comments are written on the side of the map. Post-it notes are avoided as are separate comments sheets. 1.13.3 CAD Review The CAD elements are verified by using the batch file checker in AutoCAD. The batch checker will check layer names and fonts. The use of filters can verify whether the symbols, blocks and layers meet standards. Refer to Section 3.8.2, CAD Standards File. 1.13.4 CSV Data Review(future) The CSV data review utilizes an automated loading application and an Oracle database to verify the accuracy of the data being loaded into CMMS. When an OD Database file is placed in the bulkloader folder, an automated loading routine runs. This routine has been designed not to load data that contains format errors. If errors are present, the submission is rejected and returned to the GIS Technician for correction. • Open the Evaluation Database. • Check for load errors. Return to GIS Technician if necessary. • Run the predefined content review reports. Investigate as necessary and return the work package to GIS Technician if required. Refer to Section 3.14, QA Reports. 1.13.5 DWF Review Before the final DWF file is copied to the server, the file must be reviewed. The review verifies the following: • The file was produced correctly. • The map book page matches the printed copy. • The off-page connectors are functioning. • The manhole hyperlinks are functioning. • The"last updated" date has been changed. 1-15 8/18/2010 Section 1 Procedures for Sewer Atlas Maintenance 1.14 Commit Edits to Master File After the discrepancy or CIP has successfully completed the quality assurance procedure, it is necessary to commit the edits to the Master File. These edits also need to be isolated for preparation of data transfer tasks. Refer to Section 1.15, Data Transfer. Open the working file. Delete all elements that were not impacted by the work package. Save the file to a working edit file. Refer to Section 3.8.4, Working File Standards. Create a new working_demo file. Cut and paste all demolished or delete features into this file. Refer to Section 3.8.4, Working File Standards. Open the Master File. Cut and Paste all assets to be replaced into the master demo file. It may be helpful to attach the working_edit and working_demo file to the Master File to identify the assets to be replaced. Copy and paste the contents of the working_edit file into the Master File. Purge the Master File before saving and closing the file. 1.15 Data Transfer Previously, the new and/or modified assets were isolated into working edit and working demo files respectively. Refer to Section 1.14, Commit Edits to Master File. The data contained in the working_edit file is exported to an ESRI shapefile format for use in the enterprise GIS applications and CMMS. The data contained in the working_demo file is exported to an MS Access database format for use in the district's CMMS application. The import of data into the enterprise GIS application is the responsibility of the EDM group and is included in this procedure. The importing of data into CMMS is the responsibility of the CMMS group and is not included in this procedure. 1.15.1 Export to GIS • Open the working edit file. • Use AutoCAD Map export tool to export the contents to a series of shapefiles. Refer to Section 3.8.6, Shapefi/e Standard for the appropriate grouping of information. • Load the appropriate Saved Profile. Refer to Section 3.8.5, Data Transfer Profile and to Appendix 4.1, CAD Layers to determine which profile file to use. • Verify all parameters on Selection, Data, and Options tabs (i.e. object data, layers, feature type, etc.) • Export the data. Refer to Section 3.8.6, Shapefile Standard. • These shapefiles can also be used for the Export to CMMS procedures; either as individual dbf files or by importing into pGDB. 1-16 8/18/2010 Section 1 Procedures for Sewer Atlas Maintenance 1.15.2 Export to CMMS • Locate the working directory of shapefiles exported from CAD format(see previous step 1.15.1 Export to GIS). • Make a copy of the dbf file(s)for import. Maintain taks code, is ADD, MOD, DEL. • Import as table into SewerAtlasEdits.mdb. • CMMS tech reviews periodically Sewer Atlas Tracking spreadsheet for updates. 1.15.3 Import into GIS • Start ArcMap application with OCSD sewer geodatabase files loaded. • Load and verify new data edits against existing data. • Use Load Objects tool to import data into geodatabase. • OC data load for accuracy and completeness, make additional edits as needed to reflect as-is condition. • Save and Close application. 1.15.4 Import Data into Hydraulic Model • Refer to the J-101 Procedures Manual. 1.15.5 Import Data into Geometric Network • Refer to Discrepancy spreadsheet and Sewer Atlas Master Edits database. 1.16 Print Map Book Pages There are two methods of producing the necessary print files depending on the number of map book pages to be printed. Printing directly from AutoCAD is available when printing a small number of files (1 to 3). For larger numbers of files, it is recommended that the AutoCAD Publish command be used. Refer to Volume V, Tools for Facility Model Maintenance. To meet the needs of the various users, 3 printer outputs need to be produced; full size (22xl7), half size (11x17)and AutoCAD DWF. In addition a final hardcopy check print is required. Within the AutoCAD application several page setups have been created to ensure consistency of the final output. The page setups are: Fief[ Rixe GaieF PW to FJ. PF9d. Ges an HPGLA2 .. of file. HahE Size GaIaF plats to a default e.e laF nteF. Half Size DWF produces and AutoCAD DWF file for use Electronic Map Book and can be printed to fit 11"x 1 T' map books. 1-17 8/18/2010 Section 1 Procedures for Sewer Atlas Maintenance Printing a single map book page Open the map book page to be printed. Import the desired page setup from the appropriate template. It is recommended that the page setup be imported every time a print is produced. This will ensure that the most current configuration is being used. Refer to Section 3.8.1, CAD Template. Place the print file in the print file folder. Refer to Section 3.8.3, Working Folder Standards. Repeat the process for each of the 3 page setups. Printing multiple map book pages Open a blank file. Start the Publish command. Select the map book pages to be printed. Import the desired page setup from the appropriate template. It is recommended that the page setup be imported every time a print is produced. This will ensure that the most current configuration is being used. Refer to Section 3.8.1, CAD Template. Save the publish file list. Place the print file in the print file folder. Refer to Section 3.8.3, Working Folder Standards. Repeat the process for each of the 3 page setups. Printing multiple DWF's Open a blank file. Start the Publish command. Select the map book pages to be printed. Import the desired page setup from the appropriate template. It is recommended that the page setup be imported every time a print is produced. This will ensure that the most current configuration is being used. Refer to Section 3.8.1, CAD Template. Verify the following: The Plot stamp is not activated. The Publish to is set to the plotter named in Page Setup. In the Publish Options verify: The DWF Type is set to single-sheet. The DWF Data is set to include. Place the print file in the print file folder. Refer to Section 3.8.3, Working Folder Standards. Save the publish file list. 1-18 8/18/2010 Section 1 Procedures for Sewer Atlas Maintenance 1.17 Publish Publishing consists of preparing and sending the print files for reproduction as well as distributing the updated pages to the map book holders. The process consists of several individual steps and may not need to be done in a specific order. 1.17.1 Printing Hardcopy Map Book Pages Note: The Library Books Identify the number of sets to be made of each size and database contains a list of paper type. See Appendix???for specific procedures the Map Book holders. This database can be for creating map page distribution list. used to determine the It may be necessary to copies files for map book pages required number of for service area 7 into a separate folder. copies. Copy the files to a CD. Complete an OCB work order and attach the OCB Standard Operating Procedure. Refer to Section 4.8, OCB Standard Operating Procedure. 1.17.2 Produce an internal memorandum to the map book holders informing them of the changes made and the number of copies they are receiving. Refer to Appendix 4.2, Sample Memorandum. 1.17.3 Distribute sets via interoffice mail or email. Update EMB and Other Miscellaneous Items By default AutoCAD ands the layout name to the printed DWF filename. The layout name must be removed prior to copying the files to the EMB server. Copy the DWF files to the server. (\\magnesium\emb\keyplan) Update GIS Change Management Tracking Spreadsheet. Refer to Section 3.2, Tracking Spreadsheet Column Descriptions and Expectations. • Once edits have been approved, dwg files should be move to ...\Facility Models\Sewer Atlas\<volume ?>\... This process will ensure that for next edit cycle of this page that latest edits will have already been captured. 1-19 8/18/2010 Volume III Sewer Atlas Maintenance SECTION 2 ALTERNATE DATA COLLECTION PROCEDURES FOR SEWER ATLAS MAINTENANCE 2.0 General Alternate Data Collection Overview Section 1 details the expected sequence of events to update the Sewer Atlas Facility Model. Occasionally additional steps must be taken before the process outlined in Section I can occur. If the required data is not on the Record Drawing, then it will be necessary to perform Permit Research or Field Data Collection. The results of which are documented on the Record Drawing using the Record Drawing Process. 2.1 Permit Research Procedure Underdevelopment 2.2 Field Data Collection Procedure The following procedures identify the tasks and the party(s) responsible during the change management process of field discrepancies. This process can be initiated by the Collections staff itself(start at 2.2.1) or by other OCSD staff and forwarded to Collections staff for data collection/field investigation (start at 2.2.4). The procedures below describe the overall process. 2.2.1 Create Field Discrepancy Form • Discrepancy Identified. • Fill out Field Discrepancy Form. o Enter General Information; date, name, extension #, map book page(s)/grid, etc. o Print Sewer Atlas Map Page from online Electronic Map Book (EMB). o Locate and print project Record Drawing(s), use Sewer Atlas and/or EMB if necessary. o Enter Asset Information; manhole or pipe, manhole ID numbers, and Record Drawing info. o Enter Asset Location information; address and/or cross streets, and city. o Provide brief description of action needed to correct discrepancy. • Attach Record Drawing(s) and Sewer Atlas Map book page(s)to Field Discrepancy form. • Submit all documents for review and processing. 2.2.2 Review Discrepancy Form • Determine K discrepancy has been previously identified. • Review Discrepancy form for completeness and associated documentation (Atlas page and Record Drawings), attach any missing information and provide any other related info that may be helpful. • Return to collections staff for missing information or forward to EDM (Engineering Data Management)Administrator via inter-office mail for submittal. If discrepancy can be processed without field data collection or GPS data collection then work continues in Engineering for updates. If follow up survey or GPS data collection is 2-1 8/18/2010 Section 2 Alternate Data Collection Procedures for Sewer Atlas Maintenance needed then field discrepancy is accepted and logged by EDM Administrator and returned to Field Crew Supervisor for assignment of field crew personnel. Steps for this process follow. 2.2.3 Generate CMMS Service Request • Generate CMMS service request. • Print&Attach Field Discrepancy Data Collection Sheet. • Forward to Field Crew Supervisor. 2.2.4 Create Work Order • Create Work Order. • Print locator map. • Highlight existing upstream and downstream manhole's to be used as reference for data collection. • Forward to field crew all Field Discrepancy documentation and maps. 2.2.5 Collect Data • Prior to any field data collection, determine if latest GIS basemap data has been loaded into Trimble. If not, upload latest GIS base map data and GPS Discrepancy DB.mdb (Geodatabase)to Trimble unit; follow the attached Data Upload to GPS procedures. • Drive to location of discrepancy. • Set up traffic control as necessary, use appropriate safety procedures to prepare area for data collection. • Collect Data. Determine the best method for collecting data, GPS or manual collection. Data can be collected both manually and with the handheld GPS unit. If the GPS unit is not available or not necessary then all data will be entered onto the Field Discrepancy Data Collection Sheet manually. Refer to Section 3.6, Field Data Collection Standards for the standards used for both the manual and GPS approach to collecting data. Both the manual approach and using GPS require the data to be entered correctly. The manhole and sewer data lists below define what the acceptable data should be. The GPS procedures follow the attached Data Collection Process procedures. • Follow Data Transfer From Trimble to PC procedures that follow to transfer collected GPS data back to PC for incorporation into edit process. • Return all work documentation back into Supervisor. 2.2.6 Review and Forward Documentation • Review documents for completion. • Forward all Field Discrepancy documentation back to EDM Administrator for processing. 2-2 8/18/2010 Section 2 Alternate Data Collection Procedures for Sewer Atlas Maintenance 2.2.7 Quality Check • Review Documentation for completeness • Forward to appropriate personnel within EDM Group for edits. 2.3 Record Drawing Procedure Underdevelopment Include text regarding making sure the invert information and construction dates are included on the record drawing when posting permits. 2-3 8/18/2010 Volume III Sewer Atlas Maintenance SECTION 3 STANDARDS FOR SEWER ATLAS MAINTENANCE 3.0 Standards Overview The Standards listed below are intended as a general rule of thumb. It is not possible to create standards that will fit every possible scenario. Instead, the intent of the Standards is to provide rules for most of the tasks and guidelines for the exceptions that will arise. Each Standard is related to a step in the overall process of maintaining the Sewer Atlas. Refer to Section 1.0.6, Process Flowchart. In addition, the procedures for each step may reference the standard as a rule or guideline to be followed during the course of action outlined in the procedure. 3-1 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance 3.1 Deviation Guideline The Deviation Guideline is used to determine what constitutes a change to the Sewer Atlas. 3.1.1 Physical Location Changes to the physical location occur when district staff identify that an object (manhole)shown in the Sewer Atlas is not in the correct planimetric location. Changes will occur when one of the following criteria is met: • A manhole located in field is not shown in the model. • A manhole is shown in the model but does not exist in the field. The use of a metal detector or other investigation may be required. • Sewer line alignment in the field does not match the model and can be determined with some level of accuracy. • Pipe length measured by CCTV differs from the map books by more than 12 feet. 3.1.2 Data Changes to attributes are made when data elements such as pipe diameter are deemed to be incorrect. These attributes are considered to be absolute and all errors will be corrected. The following is a list of attributes that are the most likely to be updated. The remainder consists primarily of system related attributes. Refer to Appendix 4.5, Object Data Tables. • Manhole ID • Station number • Project number or Contract Number • Rim Elevation • Manhole Depth • Diameter 3.1.3 Omissions Omissions consist of layers already included in the Sewer Atlas that are missing objects. Examples include labels for schools, parks, etc. Items that are not already included in the Sewer Atlas are considered enhancements and will be added on a case by case basis. 3.1.4 CIP Projects Changes caused by CIP Projects are derived from Record Drawings. The time delay between receiving Record Drawings and incorporation into the facility model may be substantial. The time delay must be taken into consideration when submitting a change request or discrepancy form. 3.1.5 Miscellaneous Miscellaneous changes may occur from a variety sources such as: ownership agreements, easements, boundary modifications and production errors or improvements. These changes will be evaluated on a case by case basis. 3-2 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance 3.2 Tracking Spreadsheet Column Descriptions and Expectations The following table documents the column names, description and acceptable values for the GIS Change Management Tracking Spreadsheet. The purpose of the spreadsheet is to track the progress of a work package. Therefore, it is the responsibility to the GIS Administrator and EDM Group lead to keep the spreadsheet current. ategory Column Name Description/Expectation General ID The discrepancy ID is a four digit sequential number starting at 0000 and incremented by 1, or the CIP project number. Name of Name of the individual who submitted the discrepancy Originator or the project manager of the CIP project. Category • Addition- Changes that require an addition or Modification modification of an asset. • Attribute Changes that only modifies an attributes value. • CIP Changes that are a result of a CIP Project. • Diversion Changes that modify a diversion structure or diversion structure detail. • Easement Changes to or additions of easement relation graphics. • Graphic Changes related to printing, annotation conflicts, etc. • Other Changes that do not fall into one of the other categories. Problem A description of the issue being submitted as indicated on the discrepancy form, including manhole IDs when appropriate. Date Entered The date when the discrepancy was entered into the tracking spreadsheet. Service Area The service area as indicated on the discrepancy form or CIP cover sheet. Enter the primary service area if the discrepancy or CIP crosses a service area boundary. Map Page(s) List all map book pages that will be revised, including Affected "A" sheets in Service Area 7 and diversion structure pages. Permit Routed To Name of the individual assigned. Research Date Routed The date when the discrepancy form was routed. Date Returned The date the routed to returned the discrepancy forth. Field Data Routed To Name of the individual assigned. Collection Date Routed The date when the discrepancy form was routed. Date Returned The date the routed to returned the discrepancy form. Record Routed To Name of the individual assigned. Drawing Date Routed The date when the discrepancy form was routed. Process Date Returned The date the routed to returned the discrepancy form. 3-3 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance 3-4 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance Utility File Routed To Name of the individual assigned. Date Routed The date when the discrepancy form was routed. Internal QC . Approved The work package is approved to move onto the next step. • Returned The work package is returned to the individual working on the package. Date Approved The date when the discrepancy work was approved. Publish Sewer Atlas • NA No update is required. Update . Blank An update has not yet occurred • Date The date the update occurred. CMMS Update • NA No update is required. • Blank An update has not yet occurred • Date The date the update occurred. EMB Update . NA No update is required. • Blank An update has not yet occurred • Date The date the update occurred. Map Page . NA No update is required. Update . Blank An update has not yet occurred • Date The date the update occurred. Close-out Closed . Blank Work package has not been completed. • Yes Work package has been completed. • Pending Work package will be complete when the bi-annual distribution has been completed. Comments Information useful to describe the current status of the work package. 3.3 Minimum Data Required on Record Drawings The first step is to review the Record Drawing to determine if there is sufficient data to start the process or if Alternate Data Collection is required. The table in Section 3.5.2, Data Categories details the mandatory attributes required to process a change to the SA. 3-5 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance 3.4 Printing Standards for Large Format Drawings When printing large numbers of drawings (5+) it is recommended that AccXES Client Tool be used along with the following standards. Refer to Volume V, Tools for Facility Model Maintenance. Option MW Size ANSI D or ANSI B Transform Scale to Fit Labels Filename % , Date %d Print order Reverse 3.5 Data Preparation Standard Data preparation is the process of reviewing the Record Drawings and project model files to be used for the creation or modification of an OCSD asset or assets. Even when using a project model file, the majority of data will come from the printed Record Drawing. When calculating or estimating attributes values the resulting value must be written on the Record Drawing. If an attribute value is unavailable or can not be determined, a default value of-9999 will be used. 3.5.1 Standard Highlight Colors The following highlight colors will be used. ff-RrghTrght Color Cate o Yellow General and Project Green Location Pink Physical Blue Elevation Purple Miscellaneous 3-6 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance 3.5.2 Data Categories The following table shows what attributes belong to what categories. Attributes that are bold are mandatory. Category Type Attribute Reference General Manhole ORIGINAL CONTRACT NO Refer to Section 3.5.16 Project DATUM DESIGN Refer to Section 3.5.14 INSTALLATION DATE Refer to Section 3.5.3 YEAR RECONSTRUCTED Refer to Section 3.5.15 SERVICE AREA OWNER CODE Refer to Section 3.5.4 TIF NUM Refer to Section 3.5.13 SHEET NO STRUCT_1 Refer to Section 3.7.1 STA NUM W PLUS TRUNK STATUS Refer to Section 3.10.3 Sewer STRUCT 1 Refer to Section 3.7.1 STRUCT 2 Refer to Section 3.7.1 STATUS Refer to Section 3.10.3 DATUM DESIGN Refer to Section 3.5.14 Force Main STATUS Refer to Section 3.10.3 ORIGINAL CONTRACT NO DATUM DESIGN Refer to Section 3.5.14 INSTALLATION DATE Refer to Section 3.5.3 OWNER CODE Refer to Section 3.5.4 Location Manhole STREET CODE Refer to Section 3.5.5 CROSS STREET CODE Refer to Section 3.5.6 STRUCTURE LOCATION CODE FIELD 215 DIV# Force Main STREET CODE Refer to Section 3.5.5 CROSS_STREET_CODE Refer to Section 3.5.6 Physical Manhole MANHOLE TYPE CODE MANHOLE DIAMETER MANHOLE LID TYPE CODE WALL TYPE CODE MH SHAPE DIMENSIONS FIELD 216 DOC ID Refer to Section 3.5.12 Sewer DIAMETER SLOPE PIPE MATERIAL CODE REAL LENGTH Force Main DIAMETER PIPE MATERIAL CODE REAL LENGTH 3-7 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance Category Type Attribute Reference Elevation Manhole RIM ELEVATION CD Refer to Section 3.5.7 MH_CNTR_INV_ELEV_CD Refer to Section 3.5.8 UPSTREAM INVERT ELEVATION CD Refer to Section 3.5.9 DOWNSTREAM INVERT ELEVATION CD Refer to Section 3.5.10 MANHOLE DEPTH Refer to Section 3.5.11 Sewer UPSTREAM INVERT ELEVATION CD Refer to Section 3.5.9 DOWNSTREAM INVERT ELEVATION CD Refer to Section 3.5.10 Force Main UPSTREAM INVERT ELEVATION CD Refer to Section 3.5.9 DOWNSTREAM INVERT ELEVATION CD I Refer to Section 3.5.10 3.5.3 INSTALLATION DATE The installation date or date of construction may not always be annotated on the Record Drawing. Therefore, the following order will be used to identify the installation date. • Date of construction, if clearly annotated. (The construction date may also be shown on the connection permit) • Record Drawing date, also referred to as the"as-built' date. • Design date taken from the title block. • Project date taken from the project cover sheet. 3.5.4 OWNER CODE The owner code determines which manhole symbol, OCSD or OCSD-maintained, is used as well as the color of the sewer line. Use the owner code of the manhole downstream of the new manhole location.When adding a completely new sewer line and manholes, the project number can be used to determine the owner code. If the contract number is an OCSD project number it is most likely an OCSD sewer. 3.5.5 STREET CODE To avoid multiple spellings and misspellings of a street name, the MPG and CMMS utilize a controlled value list (CVL)that contains numeric values for street names. The MPG hides the CVL from the user and only presents the street name. However, the value or code is written to the object data table. As a result, this attribute must be entered using the MPG and can not be manually entered directly into the object data. 3.5.6 CROSS-STREET CODE Refer to Section 3.5.5, STREET CODE. 3.5.7 RIM-ELEVATION-CD The manhole rim elevation may not always be annotated on the Record Drawing. Therefore the following order will be used to identify or calculate the rim elevation. • If the manhole depth and center invert elevation are available, add the manhole depth to the invert elevation. • Use the profile grid to estimate the rim elevation. 3-8 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance 3.5.8 MH CNTR INV ELEV CD The manhole center invert elevation is the primary invert elevation for attribute data. The invert elevation may not always be annotated on the Record Drawing. Therefore the following order will be used to identify or calculate the center invert elevation. • If the upstream invert elevation is annotated, use it for both the center invert elevation field as well as the upstream invert field. • If the downstream invert elevation is annotated, use it for both the center invert elevation field as well as the downstream invert field. • If the manhole depth and center invert elevation are available, subtract the manhole depth from the rim elevation. • Use the profile grid to estimate the manhole center invert elevation. 3.5.9 UPSTREAM INVERT ELEVATION CD Refer to Section 3.5.8, MH_CNTR_INV_ELEV_CD 3.5.10 DOWNSTREAM INVERT ELEVATION CD Refer to Section 3.5.8, MH CNTR INV ELEV CD. 3.5.11 MANHOLE DEPTH The manhole depth is a mandatory attribute and must have a value. The depth will be calculated using the rim elevation and manhole center invert elevation. Refer to Sections 3.5.7, RIM ELEVATION CD and 3.5.8, MH_CNTR_INV_ELEV_CD 3.5.8 respectfully. 3.5.12 FIELD_216 (Doc ID) Field_216 is used to hold the EDMS document ID (Doc ID). The Attribute is mandatory and must have a value. The value is determined by locating the document in EDMS and identifying the ID. Refer to Section 1.2.1, Locating EDMS drawings. 3.5.13 TIF NUM TIF_Num is used to store the scanned image filename. This attribute is currently missing from the MPG interface and therefore must be added directly to the object data table. This attribute is mandatory to support the of line version of the EMB. 3.5.14 DATUM DESIGN If the datum is documented on the Record Drawings, the datum must be captured. The datum annotation is stored in a separate database and a code is entered into the object data. 3.5.15 YEAR RECONSTRUCTED The year reconstructed is populated when the manhole or sewer have been modified by a CIP project. Raising manhole covers to grade, district staff modifications, etc. do not warrant a change to this property. 3.5.16 ORIGINAL-CONTRACT NO The original contract no is populated with the project number field in EDMS. It is important that the value entered into this property matches exactly the number in EDMS. 3-9 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance One exception to this rule exists. When working with drawings that are part of the TSI (Tustin Sewer Index)the drawing number is used in place of the EDMS project number. 3.6 Field Data Collection Standards Data can be collected both manually and with the handheld GPS unit. If the GPS unit is not available or not necessary then all data will be entered onto the Field Discrepancy Data Collection Sheet manually. Refer to Appendix 4.7, Field Discrepancy& Data Collection Sheets. The following are field data collection standards used for both the manual and GPS approach to collecting data. Both the manual approach and using GPS require the data to be entered correctly. The manhole and sewer data lists below explain what values are acceptable. Manhole Data 3.6.1 Status Check"INSRV" or"ABND". In-service if observing flow in the manhole. Abandoned if manhole is plugged or no longer in service. 3.6.2 Distance from Existing Manhole(s) This consists of the physical location of the object as measured from an existing upstream and/or downstream manhole, both preferred. GPS coordinate(s)with one control point will be sufficient. 3.6.3 Manhole Depth If profile data on record drawing isn't complete then field staff will estimate the depth by using the laser range finder to determine distance to top of shelf or bench and adding in pipe diameter to get total depth. The accuracy will be approximately+/- one foot. 3.6.4 Manhole Type Choose Diversion, Standard, Drop, Siphon or Vent. For Diversion, please identify where slots are located within manhole, is. north, south, east or west. 3.6.5 Direction of Connection This is a visual observation of city owned assets as they connect to OCSD manholes. N, S, E, W, NW, SE, etc. are acceptable. 3.6.6 GPS Data Collected Manually check"yes"or"no" on data collection sheet, if all or a portion of the data collected is with GPS then check "yes". If yes is checked many of these fields listed will be held as attributes of GPS points. This is an alert to EDM staff to look for and use GPS data in the editing process. 3-10 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance Sewer Data 3.6.7 Status Check"INSRV" or"ABND". In service if observing flow in the pipe. Abandoned if no flow observed in the pipe. 3.6.8 Pipe Diameter The diameter of the pipe will be determined from record drawings. If a record drawing is not available, the diameter will be estimated by field observation. Confined space entry will not be conducted. 3.6.9 Pipe Material The material of the pipe will be determined from record drawings. If a record drawing is not available, the material will be estimated by field observation. Confined space entry will not be conducted. (i.e. VCP, DIP, PVC, CIP, CIPP, CONPVC, RCB, RCP, etc.) 3.6.10 Pipe Length Taken from ground measurement from upstream to downstream manholes. Ideally, GPS coordinates will be used to calculate distance. 3.6.11 Pipe ID When collecting data regarding a pipe segment, it is required that 2 manholes be located and their location provided, either GPS or manually measuring from an existing upstream and/or downstream manhole. Identify upstream and/or downstream manhole and associated Manhole ID from GIS or Atlas. 3-11 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance 3.7 Asset Numbering Convention 3.7.1 Manhole Number Convention Trunk Abbreviation: Refer to Section 3.7.7 Trunk Sequence Number: 0000—9995 1 Start at zero 0000 Incrementing by five 5 Start at the downstream manhole Lateral Sequence Number: 0005—4999 Used for laterals (right) Right hand side of trunk,when viewed towards upstream Start at five 0005 Incrementing by five 5 Start at the downstream manhole Continue along longest length of sewer line Repeat as necessary for additional laterals Lateral Sequence Number: 5005-9999 Used for laterals (left) Left hand side of trunk, when viewed towards upstream Start at five 5005 Start at the downstream manhole Continue along longest length of sewer line Repeat as necessary for additional laterals Examples: BKR0005-0000 Baker trunk BKR0005-0005 Baker lateral right BKR0005-5005 Baker lateral left Trunk Abbreviation Trunk Sequence Number Lateral Sequence Number �A �A ❑A ® ® ® ® El 3-12 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance 3.7.2 Gravity Sewer Line Numbering Struct 2 AAA####- #### Refer to Section 3.7.1 (Downstream manhole) Downstream manhole number shall always be located first. Struct_1 AAA####-#### Refer to Section 3.7.1 (Upstream manhole) Examples: BKR0005-0000:BKR0010-0000 Baker trunk sewer line BKR0005-0005:BKR0005-0010 Baker lateral sewer line right BKR0005-5005:BKR0005-5010 Baker lateral sewer line left Struct_2 (Downstream manhole) Struct_1 (Upstream manhole) PIPE ID=STRUCT-2 :STRUCT 1 STRUCT-1 STRUCT-2 STRUCT 1 (Upstream manhole) STRUCT 2 (Downstream manhole) 3-13 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance 3.7.3 Bypass Line Numbering Struct 2: AAA####-#### Refer to Section 3.7.1 (Downstream manhole) Downstream manhole number shall alwa s be located first. Bypass Designator: A— E Used for siphons and parallel lines. Numbered from left to right, while looking upstream. Left most line segment will not use bypass designator F—Z Used for vent lines Numbered from left to right, while looking upstream. Left most line segment will not use bypass designator Struct_1: AAA####-#### Refer to Section 3.7.1 Upstream manhole Examples: BKR0005-OOOOA:BKR0010-0000 Baker trunk sewer line siphon BKR0005-OOOOF:BKRO010-0000 Baker trunk sewer line vent Struct_2 (Downstream manhole) Bypass Designator Struct_1 (Upstream manhole) 3-14 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance 3.7.4 Force Main Numbering Force Main Designator: FM Designates a force main Pump Station Number: ##B Refer to Section 1.4.6 Sequence Number: 0000—9995 Start at zero 0000 Incrementing by five 5 Start at the downstream pump station. Increment at physical assets only, ex: manhole, valve. Examples: PS-58C:FMN5302-0005 Pump station force main FMN5503-0130:SAR0345-0555 Force main Node to SARI line manhole Force Main Designator Pump Station Number -E Sequence Number ® ##B PIPE ID=STRUCT 1 :STRUCT 2 STRUCT_1 STRUCT_ Plant STRUCT_1 Upstream manhole STRUCT-2 Pump Downstream manhole Station 3-15 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance 3.7.5 Force Main Valve Numbering Force Main Valve FMV Designates a force main Valve Desi nator: Sequence Number: 0000—9995 Start at zero 0000 Incrementing by five 10 Start at the downstream pump station. Increment at physical assets only, ex: manhole, valve. Examples: FM55C-0005 Lido pump station force main FM55D-0005 14" Street pump station force main Force Main Designator Pump Station Number TSequence Number 3-16 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance 3.7.6 Force Main Node Numbering Force Main Node FMN Designates a force main Node Desi nator: Sequence Number: 5000—9995 Start at zero 0000 Incrementing by five 10 Start at the downstream pump station. Increment at physical assets only, ex: manhole, valve. Examples: FMV5506-0120 FMV5503-0060 Force Main Designator Pump Station Number Sequence Number ® #afB 3-17 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance 3.7.7 Trunk Sewer Abbreviations Abbreviation Trunk Name 14S 14' Street Pump Station AST A Street Pump Station BAY Bay Bridge Pump Station BKR Baker-Main BPT Bitter Point Pump Station BUS Bushard COL College Avenue Pump Station CRY Crystal Cove Pump Station CST Coast EUA Euclid A EUB Euclid B HAT Hats Sewer Line IPA Interplant A IPB Interplant B PC Interplant C IPD Interplant D KML Knott-Miller KNIT Knott LID Lido Pump Station MLR Miller NHP Newhope NPT Newport RED Redhill RPT Rocky Point Pump Station SAN Santa Ana SAR Santa Ana River Interceptor SUN Sunflower 3-18 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance 3.8 File/Folder Standards Working files and folders are considered temporary and will eventually be moved and/or deleted. The following standards will be used. 3.8.1 CAD Template A drawing template has been created that contains various standard settings such as layers, text style names, external reference files, etc. The file is stored in the default J:\OCSD CAD Standards\Templates folder. The filename is OCSD-Sewer Atlas Template.dwt 3.8.2 CAD Standards File A standards file has been created that contains a list of approved layer names and font styles. The file is stored in the default J:1OCSD CAD Standards\Templates folder. The filename is OCSD-Sewer Atlas Template.dws 3.8.3 Working Folder Standards Working folders will be named according to the following standards Type Format Discrepancy Folders ID XXXX CIP Folders CIP ##fNt Plot Files— Full Size \Full Plot Files— Half Size \Half The network location for working folders is J:\_Field Discrepancy The XXXX equals the discrepancy ID number. Refer to Section 3.2, Tracking Spreadsheet Column Descriptions and Expectations. The f equals the OCSD project number. 3.8.4 Working File Standards Working files will be named according to the following standards. ID XXXX—Task Task Description None Standard working file EDIT Working file containing only new, modified or abandoned features. (Status = INSRV, ABAND) DEMO Working file containing only demolished or deleted features. (Status = DEMO, DELETE) 3-19 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance 3.8.5 Data Transfer Profile A data transfer profile consists of settings used repeatedly to map GIS attributes to AutoCAD attributes. The default location is H:1appslgis.dtaV40_data\SA Data\CAD export files. 3.8.6 Shapefile Standard The Shapefile will be named according to the following standard: IDW Task Classification where: Description/Example ID### Discrepancy ID Number Task ADD MOD DEL Classification FM (Force Main) MH (Manhole) SEW (Sewer Line) FMV (Force Main Valve) FMN (Force Main Node) PS (Pump Station) CON (Connection) 3.9 New Features The MPG is designed to place assets with the correct layer, font style, color, etc. The following standards are to be used as reference only. 3.9.1 Layer Convention See Appendix 4.3, CAD Layers. 3.9.2 Block Library See Appendix 4.4, MPG Block Library. 3-20 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance 3.10 Abandoned Features 24-S0.0032 21p,SOpp9 10 DIP 1991 RED0215-0014 �Cp �g62 80-S0.0032 10 DIP 1991 RED0215-0016 ABANDONED 107-S0.004 (7-4B, 7-41 ) 10 KID 1991 RED0215-0012 3.10.1 Layer Convention Layer Name Color Linetype Description C-SSTR-OCSD-ABND 6 Continuous Abandoned OCSD manholes C-SSTR-OTHR-ABND 6 Continuous Abandoned OCSD maintained manholes C-SSWR-OCSD-ABND 10 Continuous Abandoned OCSD sewer lines C-SSWR-OTHR-ABND 170 Continuous Abandoned OCSD maintained sewer lines C-SSFM-ABND 4 Continuous Abandoned OCSD force mains C-ABND-PATT 21 Continuous Abandoned hatch pattern C-ANNO-TEXT 31 Continuous Annotation C-ANNO-TEXT-BLWP 31 Continuous Annotation in balloon blow-up 3.10.2 Graphic Elements To create the hatch boundary: • Offset the sewer line or force main 20 feet to each side and create a closed shape. • Do not overlap sewer lines that are in service. • Hatch the boundary using the following pattern. • Delete the boundary once the hatch pattern has been created. • Make sure the hatch pattern is on the correct layer. Pattern Angle Seale ANS131 Varies 200 ANS131 Varies 80 (balloon blowup) 3-21 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance 3.10.3 Object Data Attribute Value Description STATUS ABAND The physical object remains in the ground but is no longer in service. The asset remains in CMMS. DEMO The physical object has been removed and no longer exists. The asset remains in CMMS. DELETE The physical object never existed and has been removed. The asset will be removed from CMMS. 3.11 Demolished Features A demolished or"delete"file has been created that contains OCSD assets that have been removed from the Master File, this includes abandoned manholes. The file is stored in the Ji facility models\model\folder. The filename is OCSD_C-Demo.dwg 3.12 Annotation Guidelines The items below are guidelines to be used placing annotation such as manhole id, pipe labels, etc. If flow arrow will not fit between manholes and the flow can be determined from either upstream or downstream of the pipe, delete it. Blocks are never to be scaled unless they are in a balloon blowup. By default, the flow arrow is placed at the mid-point of the sewer line. If the flow arrow is moved, the pipe annotation and/or leader must still point to the flow arrow. When placing manhole ID#'s or leaders, do not cross over sewer lines or other assets. Place the annotation on the same side as the asset. Before printing a map book page check for overlapping elements i.e.; pipe annotation, leaders crossing, manhole ID's, street names, etc. Manhole ID's should be placed horizontal. Pipe attributes should be placed parallel to pipe. If not possible, place horizontal and use leader to mid-point of line. Easement dimensions should follow (parallel)to boundary. 3.13 Balloon Blow Ups Under Development 3-22 8/18/2010 Section 3 Standards for Sewer Atlas Maintenance 3.14 QA Reports CIA Reports consist of a series of database reports, run in succession. The reports will examine the CSV data for missing data and errors. Report Description Struct_1 Are there records that do not have a valid STRUCT_1 Duplicate Struct_1 Are there duplicate IDs Missing Inverts and manhole depth Are there any missing invert elevations or manhole depths. Constructed length Is the constructed length (record drawing length)within 8' plus/minus of the real length Slope Using the inverts and constructed length, is the slope within tolerance Invert match Does the manhole upstream and downstream inverts match the sewer line upstream and downstream invert elevations? 3-23 8/18/2010 Volume III Sewer Atlas Maintenance SECTION 4 APPENDIX The items contained within the appendix are copies of the original documents. Where ever possible the path to the original document has been provided. The original documents should be used whenever specific detailed information is required. 4-1 8/18/2010 Section 4 Appendix 4.0 Field Lengths Attribute Name Field Length TIF NUM 39 SHEET NO 7 IMAGE AVAILABLE 1 BC ID 12 STRUCT 1 12 OLD STRUCT 1 1 MH D7 NUM 12 MH NUM LTFM 1 STA NUM W PLUS 10 STATION EQ YN 1 TRUNK 3 STATUS 5 ORIGINAL CONTRACT NO 9 DATUM DESIGN 3 INSTALLATION DATE 10 YEAR RECONSTRUCTED 10 OWNER CODE 4 AREA DESIGNATOR CODE 3 STREET NAME 31 CROSS STREET 31 STRUCTURE LOCATION CODE 6 DRAINAGE BASIN CODE 6 MH STRATEGIC PLAN NUM 1 X GRID 1 Y GRID 1 MAP REFERENCE 4 CAD DRWG INDEX 4 MANHOLE TYPE CODE 5 MANHOLE LID TYPE CODE 6 WALL TYPE CODE 6 MH SHAPE DIMENSIONS 16 PIPE LAT1 DIR 3 PIPE LAT1 DROP 5 PIPE LAT2 DIR 5 PIPE LAT2 DROP 1 REHAB CROSREF CONTRACT 9 REHAB CROSREF SHEET 6 REHAB DESCRIBE 131 REHAB ISSUES 16 FIELD 201 10 FIELD 202 10 FIELD 216 9 FIELD 217 50 FIELD 218 1 FIELD 219 1 Attribute Name Field Length TIF_NUM 39 SHEET NO 7 Knepc AVAll ARI F I BC ID 4-2 8/18/2910 STRUCT-1 12 OLD STRUCT 1 1 Section 4 Appendix 4.1 CAD Layers Mapping 4-3 8/18/2010 Section 4 Appendix 4.2 Sample Memorandum 4-4 8/18/2010 Section 4 Appendix 4.3 CAD Layers 4-5 8/18/2010 Section 4 Appendix 4.4 MPG Block Library 4-6 8/18/2010 Section 4 Appendix 4.5 Object Data Tables 4-7 8/18/2010 Section 4 Appendix 4.6 Change Management Checklist 4-8 8/18/2010 Section 4 Appendix 4.7 Field Discrepancy & Data Collection Sheets 4-9 8/18/2010 Section 4 Appendix 4.8 OCB Standard Operating Procedure 4.9 CCTV video Files \\Filer-1\sewermovies\ Although, securities have been set on this directory to a limited few, Administrators still have modify and write permissions. Please ensure that your team does not add or edit files and directories—as this will corrupt the relationship between this set of files and our CCTV database. The directory currently holds 12,236 video files. Files were originally stored in the "TagNumbers" sub-directory organized by CD/DVD barcode number with the original filename from the CCTV vendor. As we rename the original files, they are moved from the "TagNumbers" sub-directory into the"SewerMovies" main directory by a batch program (which also archives the original filename in our database). Over the next few days, all of the files that remain in the "TagNumbers" directory(approx. 1000+)will be renamed and moved. The naming convention for video files in the SewerMovies directory is outlined below. Naming Convention • Formerly videos had all sorts of names,some examples: o MPEG_A_05242007_1206_1_1i.mpg 0 133+80_128+46_090430_ mpg o KNT0455-0005_KNT0455-0000_091210_26.mpg o PC-N_DS-C_06e401_1.mpg o OCSD C69440 050609_9_1a.mpg o Tape1A.mpg • Although, renamingthe video files is not necessaryfor oursystem and a future Wincan system to work, it does make it easier for a user to find a specific video without having to search our database—he or she can simply scroll to or search fora file in Windows Explorer. • The new file naming convention looks like this(example): RED0420-0160_RED0420- 0000_20040107_e853_00101502.mpg o The first two items in the name are the nodes or assets,where the survey started and where it was intended to end, in this example,the survey was started at Manhole RED0420-0160 and is intended to end at Manhole RED0420-0000(the survey may be abandoned before reaching its intended end). Please not that files are not named according to upstream and downstream manhole—but named according to survey start and survey end. o The third item is the survey date, in this example 20040107 is January 7' ,2004. o The fourth item is the survey time, in this example 0853 is 08:53 AM. o The fifth and final item is the video identification number,#101502,which is used in our database to track specific video files and as a relation to future Wincan survey numbers. o It's possible for some of the above information to be unavailable,e.g.the start/end assets,date or time-which can result in one of the following(note the video number is always available, i.e.all videos have a number): • --------------------------200401e7_e853_00181502.mpg (No assets,i.e.the video location is unknown) 4-10 8/18/2010 Section 4 Appendix RED0420-0160_RED0420-0000---------------00101502.mpg (No date/time, i.e.the video date and time is unknown) RED0420-0160_RED0420-0000_20040107------00101502.mpg (No time) ----------- _ _20040107_----_00101502.mpg (No assets or time) ____________ ____________ ________ _____00101502.mpg (No assets or date/time) 4-11 8/18/2010 APPENDIX K3 Field Discrepancy Form & Data Collection Sheet Revision Date Revision Date No. Updated No. Updated 0 1/2011 4 1 5 2 6 3 7 ORANGE COUNTY SANITATION DISTRICT n FIELD DISCREPANCY FORM & DATA COLLECTION SHEET (ADDITIONS, DELETIONS OR MODIFICATIONS TO THE COLLECTIONS SYSTEM) GENERAL INFORMATION Date: CMMS W.O. No.: _ Discrepancy Form I.D. No.: Name of Staff: Division No.: Extension No.: Sewer Map Book Service Area No.: Page No.: _ Grid No.:_ DISCREPANCY ASSET INFORMATION: ❑ Manhole ❑ Line Segment Existing Upstream Manhole I.D. No.: Existing Downstream Manhole I.D. No.: Is the Asset Currently Documented on an OCSD Record Drawing? ❑ Yes ❑ No Contract No.: Sheet No.: DISCREPANCY ASSET LOCATION Approximate Address or Cross streets: DESCRIBE ACTION NEEDED: MANHOLEDATA STATUS: IN-SERVICE ❑ or ABANDONED ❑ or OUT-SERVICE ❑ (Check One) DISTANCE FROM EXISTING MANHOLE (MH): _ MANHOLE DEPTH: MANHOLE TYPE(S): ❑ STANDARD ❑ DIVERSION ❑ DROP ❑ SIPHON —] VENT ❑ JB ❑ METER ❑ C/O (If connection is present enter data on next line) CONNECTION TO OCSD ASSET: ❑ Yes ❑ No DIRECTION OF CONNECTION(S): GPS DATA COLLECTED: ❑ Yes ❑ No (Check One) LINE SEGMENT DATA STATUS: IN-SERVICE ❑ or ABANDONED ❑ or OUT-SERVICE ❑ (Check One) PIPE DIAMETER: PIPE MATERIAL: PIPE LENGTH: Hitlel,MM340\GroupsWollectims Facilities O&M\Common\FORMS\FielODiscmpency-DaWColl Formpgl_RevMaiW Updated JAN 2011 HOW TO FILL OUT THE DISCREPANCY FORM Before sending a completed Discrepancy Change Form, please check all of your information to see that it is properly referenced to existing CMMS information, Sewer Atlas, Electronic Map Book and record drawings. If it does not, you may need to gather some additional information from other locations or reference documents. If you need help, please call the Engineering Data Management Group at EXT. 3733. 1) From your computer desktop select(approved path for location of Discrepancy Form)and select the Discrepancy Change Form. The Discrepancy Change Form should now be open. 2) General Information— This section contains general contact, tracking and location information related to the subject discrepancy. a) Date, Enter the date the Discrepancy Change Form is filled out. b) Time, Enter the time the Discrepancy change Form is filled out and circle either am or pm. c) CMMS Work Order No. and Discrepancy Form ID No. Enter the CMMS work order number of the work which was in progress when the discrepancy was discovered (if applicable). The Discrepancy Form ID No. will be assigned by the Engineering Data Management Group after they have received the completed form. d) Name of Staff, Division Number and Phone Extension No. Name of Staff, Enter the name, division number and phone extension number of the contact person if additional information is required in processing the submitted Discrepancy Change Form. e) Sewer Map Book Service Are No., Page No. and Grid No., Enter the service area the discrepancy is located in and provide the map book page number and grid number. 3) Discrepancy Asset Information, this section contains information related to the specific asset(s)or associated asset(s) and their location on OCSD record drawings (if applicable). a) Manhole or Line Segment, Check the appropriate box for the asset being documented on the Discrepancy Form. b) Existing Upstream Structure ID No. (MH), Enter the closest upstream manhole number in the provided field. c) Existing Downstream Structure ID No. (MH), Enter the closest downstream manhole number in the provided field. d) Is the Asset Currently Documented on an OCSD Record Drawing, Check the appropriate box, yes or no (if the answer is yes complete the next two items). e) Contract Number, Enter the engineering contract number from the project record drawing. f) Sheet Number, Enter the record drawing sheet number containing the subject asset. 4) Discrepancy Asset Location, This section addresses information necessary to determine the approximate location of the subject asset. a) Approximate Address, Enter the nearest property address located near the subject asset. b) Nearest Cross Street, Enter the nearest cross street to the subject asset and the city it is located in. 5) Describe Action Taken, Describe the general condition of the asset and provide additional details related to the structures immediate surrounding area such as ease of access or traffic control requirements. a) Attached Manhole Inspection Sheet Required, If the discrepancy was discovered during or as a result of a manhole inspection, a copy of the manhole inspection form must be attached to the completed discrepancy form. H:Wel,MM340\GroupsWollectims Facilities O&M\Common\FORMS\FielODiscmpency-DaWColl Formpg2_RevMaM7 Updated JAN 2011 APPENDIX M Capacity Evaluation Revision Date Revision Date No. Updated No. Updated 0 9/30/05 4 1 4/24/09 5 2 4/15/11 6 3 7 Capacity Evaluation April 15, 2011 This document is aligned with the 2002 RWQCB WDR. Although this version has not been modified to align with Order 2006-0003-DWQ, the elements are addressed through this evaluation. Introduction: This Capacity Evaluation Submittal follows the General Waste Discharge Requirements (WDR) sequentially; that is, each section of the Capacity Evaluation Submittal follows the WDR requirements so the reviewer and auditor can easily reference the WDR language to the appropriate action item. Orange County Sanitation District (Sanitation District) currently has an effective capacity evaluation program in place that includes planning and monitoring capacity in the collection system. The capacity evaluation program is a major element of the Sewer System Management Plan (SSMP) and will be incorporated into the appropriate section of the final SSMP. Our goal is to develop user-friendly documents for staff use, regulator use, and public review as required by the WDR order. More detailed information can be obtained from the individually referenced documents, but this submittal is designed to specifically identify how the requirements of Sections12.iv and 12.ix of the WDR are being met by the Sanitation District. Summary of Compliance by OCSD: The Sanitation District has compiled with the above requirements of the WDR as is documented in the following: 1) FY 2010 - 2012 Budget, Adopted June 2010 (This document contains the sewer system's Capital Improvement Plan.) The document is located on OCSD's website and is available by searching the document center. 2) 2009 Facilities Master Plan (This document contains the latest short term and long term capacity evaluations, the design criteria related to capacity planning, and information with respect to the urban runoff diversion program.) The document is located on OCSD's website and is available by searching the document center. 3) Operations and Maintenance Annual Report (This document contains the sewer system's current performance including experience with capacity related issues.) The document is located on OCSD's website and is available by searching the document center. 4) Monthly Sanitary Sewer Overflows (SSOs) Report (This document is prepared monthly and also contains the sewer system's current performance including experience with capacity related issues.)The document is located at OCSD's Administrative Office in Fountain Valley. 5) 2009 Asset Management Plan (This document contains longer term capital and finance planning for the Sanitation District.)The document is located on OCSD's website and is available by searching the document center. Each of these documents are on-file with the Sanitation District's Board Secretary, and available for review during business hours. The Operations and Maintenance Annual Reports and the Monthly SSOs Reports have previously been submitted to the Regional Water Quality Control Board. Specific Demonstration of OCSD's Capacity Evaluation Compliance: WDR Section 12.iv(E) Establish a program to assess the current capacity of the collection system owned by the discharger or where the discharger has operational control; including diversions of urban runoff to the sewer system during dry weather periods and control of infiltration and intrusion during both wet weather events and dry weather periods: The Sanitation District has a program that evaluates the capacity in the collection system every five to ten years. This program is currently the responsibility of the Sanitation District's Engineering Planning Division. The program includes assessments of urban runoff, infiltration, and intrusion during both wet weather and dry weather periods. This program is the basis for the capital improvement plan budgeting and setting user fees. The 2009 Facilities Master Plan includes both, assessments of infiltration and intrusion during both wet weather and dry weather periods and capacity planning for the agency to include urban runoff. The Sanitation District administers dry weather urban runoff diversions to the sanitary sewer system. Each dry weather connection must be approved by the Board of Directors prior to connection. This is a permit based program and hydraulic flow and capacity issues are assessed on a case-by-case basis as part of the permit review and approval process. WDR Section 12.ix. System Evaluation and Capacity Assurance Plan: Prepare and implement a capital improvement plan that will provide hydraulic capacity of key sewer system elements under peak Flow conditions. The 2009 Facilities Master Plan is the basis for all hydraulic capacity planning in the Capital Improvement Plan. The 2009 Facilities Master Plan models the sewer systems under peak wet weather conditions. The resulting improvements identified in the Sanitation District's Strategic Plans are contained in the agency's Budget that is adopted by its' Board of Directors annually. The Capital Improvement Program is contained in Section 8 of this Fiscal Year's 2010-2012 Budget Book. WDR Section 12.ix(A) Evaluation: Steps to evaluate those portions of the collection system which are experiencing or contributing to an SSO discharge caused by hydraulic deficiency. The evaluation must provide estimates of peak flows (including flows from SSOs that escape from the system) associated with conditions similar to those causing overflow events, estimates of the capacity of key system components, hydraulic 2 of deficiencies (including components of the system with limiting capacity) and the major sources that contribute to the peak flows associated with overflow events; The Sanitation District's 2009 Facilities Master Plan contains the steps and assumptions for the evaluation of the sewer collection system. This document includes the approach for estimating capacities, deficiencies, and a characterization of the flow components contributing to the sewer system for the Years 2005, 2010, 2020, 2030, and Ultimate Build Out Conditions. The Sanitation District's evaluation was done for dry weather and wet weather flow conditions. Where deficiencies were found, improvements were recommended and prioritized for the Sanitation District's Budget's Capital Improvement Plan. The program identified in the 2009 Facilities Master Plan is validated annually using data collected each year, including flow monitoring results, field inspections, and local agency development planning information. This check is conducted to determine if projected flow increases are materializing as planned. The attached map is our current capital improvement projects for the collection system with their schedules. The capacity model was calibrated using five years of continuously monitored flow meters in the collection system. Capital improvements, or changes to the existing Capital Improvements Plan, will be included in the annual budget for the Sanitation District and the Updated Collection System Strategic Plan. Much like the 2006 capacity evaluation, the 2009 capacity evaluation was based on the National Permit Discharge Elimination System (NPDES) permit requirements to eliminate the occurrence of SSOs. Sewers larger than 12 inches in diameter were determined to be deficient where the model showed a surcharge of greater than two (2)feet, unless the surcharging was at least 10 feet below the ground surface or the system was designed to operate under a surcharged condition, without an SSO occurring, during peak dry weather and peak wet weather flow conditions for 2005, 2010, 2020, or 2030. Smaller sewers were determined to be deficient when the ratio of the peak depth of flow to pipe diameter(d/D) was equal to 1.0 (indicating that the pipe was full). The trigger for capacity concerns is lower for smaller pipes because they are generally more affected by blockages and hydraulic inefficiencies such as offset joints. This allowed capital improvement projects to be scheduled and completed before SSOs would occur due to capacity restrictions. Thus, the 2009 Facilities Master Plan is more conservative than the current regulations, but does not specifically determine the volumes of SSOs from the system. The hydraulic modeling currently under development has the ability to calculate the volume of SSOs, if they are found during modeling. Implementation of strategic planning efforts by the District, well before governmental regulation, has resulted in a Capital Improvement Plan that has significantly limited SSOs from occurring due to capacity issues. Surcharging is predicted and overflows may be possible at several locations for future peak wet weather flows. It should be noted that a 10-year design storm was utilized which reflects OCSD's high level of service goals. WDR Section 12A(8) Capacity Enhancement Measures: Establish a short-and long- term capital improvement program to address identified hydraulic deficiencies including prioritization, alternatives analysis, and schedules; 3 of The Sanitation District's 2009 Facilities Master Plan identifies both short-term and long-term capital improvements needed to address identified hydraulic deficiencies. This includes a prioritization, alternatives analysis, and proposed schedules. These projects are also contained in the Sanitation District's annual Budget Book's Capital Improvement Program. The latest schedules through the Year 2030 are in the Capital Improvement Program. During the final analysis of the capacity related projects, if it was determined that size differences between the Year 2030 condition and buildout conditions are less than one (1) diameter size in pipe, the larger pipe is included in the Capital Improvement Plan. The Sanitation District has also prepared an Asset Management Plan that is used for longer term capital planning of facilities. This document includes estimates for the capital program, but not specific projects, through the Year 2106. WDR Section 12.fx(C) Plan updates: The plan must be updated, at a minimum annually, to describe any significant change in proposed actions and/or implementation schedules. The Capital Improvement Plan and the Sanitation District's budget is updated and approved by its Board of Directors annually. The active projects in the Capital Improvement Plan are described in detail in the budget book. Significant changes in the project scope and/or implementation schedule are noted within the project's justification within the budget book. WDR Section 12.fx(C) Plan updates (cont'd): the updates should include available information on the performance of measures that have been implemented." The Sanitation District has a large wastewater program that requires several reports to monitor capacity and the performance of all its' wastewater assets. The reports are as follows: 1) Monthly SSO Report 2) Source Control Annual Report 3) Operations & Maintenance Annual Report 4) Asset Management Plan Each of these documents are on-file with the Sanitation District's Board Secretary, and available for review during business hours. These reports monitor the performance of the entire wastewater treatment and collection system. Specific information on the capacity performance of the collection system as it relates to SSOs is contained in the Monthly SSO Reports and in the Operations & Maintenance Annual Report, Section 4.2. Both the Operations & Maintenance Annual Report and the Monthly SSO Reports describe the Sanitation District's problems and problem areas within the collections system. JB:sa H:\dept\eng\740 Planning\RWCOB\OCSD Capacity Eval Program.doc Attachments: OCSD CIP Plan Table 4 of OCSD CIP Planning Table TAM 1-3 Truck Serer Recanmended CIP P - C s Proposed Cost Project Name sm Date Change Comment 242 (new),Abandon yerba Linda PS 2020 New project. New pmiect. 249 SAR_02,Tan Branch 2030 Escalation Delay project FUWm NHP_01,Rolling Hills Sub-trunk 2020 New project. Delay project 2-72 NHP_02,Cypress Ave Sub-trunk 2020 Transfer Create new project with and Newhope-Placmta Trunk costs to nee portion of NHP_02 taken project. from 2-65. 3-55 IIN7_01,Westside Relief Intercept/ 2030 Escalation Delay project- Los Alarmlos MH Rehab 3.59 MLR_01,Miler-Holder Trunk 2030 Escalator, Delay prgecL 3-60 KNIT_02,Beach Trudg(rro0 20/7 155.1abon Delay protect Intercept 7-60 HATS_01,Brpwnbg Sub? 2013 Escalation Delay project. 7-62 SUN_01,Van Kansan Trunk 2016 Escalation Delay project 11-25 KN703,Edifier/Bolsa Chica Trurat 2030 Escalabon Delay protect 5 of APPENDIX P1 SSO Response Flow Chart Revision Date Revision Date No. Updated No. Updated 0 05/01/09 4 1 01/23/12 5 2 6 3 7 ORANGE COUNTY SANITATION DISTRICT SSO RESPONSE FLOW-CHART Problem Discovered and Reported Control Center Dispatcher Documents and Contacts Starr Internal to OCSD Stall Documents are C/C Problem External Report and CMMS Service Request During Business Hours Mon.thm Thum. fi am.To 4:30 pm. V S N Collections Division Operations Supervisor Supervisor On-duty Staff and Equipment Responds Primary Stand-by Collections Division Or Secondary Stand-by Dispatched Survey Scene *Attempt Containment YES Spill Located N Contact Control Center and Request More Information from Problem Advise Control Cenwrof Reporter Responsibility OCSD **** Spill Not Located Responsible OCSD Not Responsible v`fr Control Center Starts Sewage External Notification Present Check Sewer System for Process Normal Flow Conditions *Request Additonal NO NO Assistance&Equipment as S Necessa O **** y g Notification of Notification of Responsible Agency Private Property NO Private Property Contact C/C to start Owner Not Owner and Local Observe Overflow, process. Responsive Stormwater NPDES take notes of size and path, 0 rotor measurements,photos(Digital *Control SSO Camera)&Mental Notes as Needed. y S Eliminate Problem ****Contact Control * *Assist as Center to Notify OC Private Property Owner Once Additonal Eliminates Problem Advise Control Center Staff Arrive and Requested Public Works or Problem was Eliminated E ul ment Control One Notification of Responsible * Chedc Downstream of Spill Site to Agency or property owner. Assess Flow Condition in Sewer Proper agency verify location with Sphere of Influence 'r`Initiate Clean-up or sso Remove Containment *Wesh Down/ Vacuum Debris *Remove Containment Advise Control Center Material of Condition Manager Sr.Engineer Calculates Volume Report forli" Field Report ***OCSD Responsible SSOs only. etch,Map Flow Prepare FieldPhotos Report antl LeaveSceneReview antlCompliance OFcer d Follow-upWrites/Submits Final dedReport to CIWQS SSO DatabaseREFERENCE ITEMS Debrief Starr,Re-stock Supplies, and Prepare for Next Event. SSO Spill Procedure Retrain Staff as Needed Chain of Communications for Reporting SSO's " Collections Facilities Problem Report Form Private Property Procedure H:\dept\fss\340\Echavarda\SSMP-Stake WDR\20I2 SSMP Audit UPDATE\Vol 11 Revised 01/23/12 APPENDIX P2 SSO Notification Procedures Revision Date Revision Date No. Updated No. Updated 0 09/30/05 4 1 01/16/09 5 2 02/10/11 6 3 7 Procedure No: EC-SOP-008 Orange County Sanitation District Path: H:\ dept\eng\790\ECRA\Water Group\Spills&WDR\Spill Procedures\EC SSO SOP\EC Sanitary Sewer Overflow SOP_010411.doc Environmental Compliance Sanitary Sewer Date: Februaqt 10, 2011 Overflow Response Procedure Approved by PROCEDURE REVISION HISTORY Rev. Date Approval 0 June 24, 2005 Edward M. Torres, ECS Manager 1 November 19, 2007 Michael D. Moore, ECRA Manager 2 May 28, 2008 Michael D. Moore, ECRA Manager 3 February 10, 2011 James E. Colston, EC Manager 1. PURPOSE AND SCOPE The purpose of the Environmental Compliance (EC) Sanitary Sewer Overflow(SSO) Response Procedure is to establish an efficient spill response plan and reporting procedure to ensure prompt notification and documentation to appropriate public agencies of an unauthorized release of wastewater(raw or treated sewage or industrial wastewater). This procedure augments the existing Sanitary Sewer Overflow Notification Procedures SOP by further clarifying EC staffs role in responding to SSOs. It also clarifies general responsibilities of EC staff in regards to spill response and reporting responsibilities. 2. DEFINITIONS A. CaIEMA: Formerly State of California Office of Emergency Services B. CASC: Countywide Area Spill Control Program C. CC: Division 830, Operations— Plant No. 1: Control Center D. CIWQS: California Integrated Water Quality System - SSO Reporting System E. EC: Environmental Compliance F. GWDR: Statewide General Waste Discharge Requirements for sanitary sewer systems issued on May 2, 2006, by the SWRCB to all federal and state agencies, municipalities, counties, districts, and other public entities that own or operate sanitary sewer systems greater than one mile in length that collect and/or convey untreated or partially treated wastewater to a publicly owned treatment facility. EC Sanitary Sewer Overflow Response Procedure Page 1 of 11 Revised: 01-31-11 Procedure No. EC-SOP-008 G. Non-Working Hours: Hours when day-shift staff is not on-site. Monday— Friday, 5:00 p.m. —6:30 a.m.; Saturday & Sunday H. OC Public Works: Formerly County of Orange Resources and Development Management Department I. OCHCA: Orange County Health Care Agency J. OCSD's Service Area: Includes corridors where the regional trunk sewers, interceptor, and pump stations are located. Also includes local sewers where OCSD has operations and maintenance responsibility. K. Private Property SSO: Sewage discharges that are caused by blockages or other problems within a privately owned lateral. SSOs that are caused by a blockage in an OCSD-owned line are not considered private property per the definition in OCSD's Statewide GWDR permit. L. QA/QC: Quality Assurance/Quality Control M. RWQCB: California Regional Water Quality Control Board, Santa Ana Region N. SOP: Standard Operating Procedures O. SSO: Sanitary Sewer Overflow; or sewage spill P. SWRCB: State Water Resource Control Board Q. Working Hours: Monday— Friday, 6:30 a.m. —5:00 p.m. 3. RESPONSIBILITIES of EC A. Primary Spill Responder: Assure regulatory agency notifications are made and make any additional necessary notifications during work hours and when the spill is a significant threat. Visit OCSD SSO site when appropriate, which includes communicating with regulatory agencies, documenting the actions performed, and obtaining sewage samples as requested by OCHCA. QA/QC SSO reports provided by Collections staff, compile SSO reports, and submit as a Category 1 or Category 2 report through the CIWQS SSO Reporting System. Upon request, attend meetings to clarify compliance related issues and requirements. Provide support by contacting CASC contractors to respond to SSOs that enter flood control channels. B. Back-up Spill Responder: Back-up to primary responder. Perform all duties of primary responder when they are not present. CC will call primary responder and if not reached will call through the EC Contact Information order until a spill responder is contacted (Attachment A). C. EC Manager: Oversight of SSO response. Approve SSO response procedures. Ensure training and resources available for program. Visit OCSD SSO site when deemed necessary. Respond and draft letters to regulatory agencies when a EC Sanitary Sewer Overflow Response Procedure Page 2 of 11 Revised: 01-31-11 Procedure No. EC-SOP-008 request is made as necessary. Review Category 1 or Category 2 report through the CIWQS SSO Reporting System as necessary. 4. EQUIPMENT A. EC Spill Response Kit (located in Primary Spill Responder cubicle and vehicle) • Documents and Forms o Chain of Custody Form o Contact Cards o EC Sanitary Sewer Overflow SOP o SSO Notification Procedures SOP • Sampling Equipment o Disposable Gloves o Disposable Plastic Ziplock Bags o Handwash Foam o Paper Towels o Sample Bottles • Tools o Black Sharpie Marker o Black Pen o Disposable Camera o Field Notebook o Flashlight o Map (OC Water Quality Monitoring Locations) 5. PROCEDURE FOR PRIMARY SPILL RESPONSDER NOTE: Regulatory and other affected agencies require initial notification as soon as possible (no later than two hours). A. SSO Notification Process (Working Hours and Non-Working Hours) 1. An SSO call is answered in the Control Center(CC). The CC will send an email describing the SSO through the Spill Notification—Sewage Distribution list. • The RWQCB, OCHCA, and OC Public Works are always notified through the Spill Notification —Sewage Distribution list. The email should include: • The location of the SSO. • The size of the SSO as determined by Division 340 Collections. o Small (<1,000 gallons), medium (>1,000 gallons), large (>10,000 gallons). • If the SSO entered a storm drain. • The responsible agency of the SSO and if they have been notified. o OCSD, city, or private property. o If they are in transit to SSO site. 2. Confirm SSO email by calling CC at x7025. Confirm SSO email and request for updated information. EC Sanitary Sewer Overflow Response Procedure Page 3 of 11 Revised: 01-31-11 Procedure No. EC-SOP-008 • If primary spill responder does not confirm receipt of email with CC, they will contact primary responder by phone. If not reached CC will call through the EC Contact Information order until a spill responder is contacted (Attachment A). 3. If the SSO is not OCSD's responsibility, • Confirm with CC that they have spoken with the responsible agency and that they are responding to the SSO. • OCSD does not need to complete a CIWQS SSO Reporting System report. 4. If the SSO is OCSD's responsibility call appropriate regulatory agencies to confirm they have received the email notification and update them with any new information (Attachment B). 5. During non-working hours, CC will make the appropriate notifications. • If the SSO is a significant situation then EC spill responder will take over spill notification responsibilities if one or more occurs below. o SSO volume greater than 10,000 gallons. o The volume of sewage that entered the storm drain system was greater than 1,000 gallons and occurred during working hours. o Significant threat of impact to receiving waters. o Significant threat to public health. o OCSD requests assistance from Regulatory agencies. B. SSO Field Visitation 1. Visit OCSD SSO site based on the following criteria. • When CC states that an Incident Command System is implemented. This is usually based on the following: o SSO volume greater than 10,000 gallons. o The volume of sewage that entered the storm drain system was greater than 1,000 gallons and occurred during working hours. o Significant threat of impact to receiving waters. o Significant threat to public health. • When OCHCA, RWQCB, CC Public Works or the media are on site or have requested information that is not readily available from field staff. • EC may, at their own discretion, visit other SSO sites. 2. Upon visiting an SSO site, communicate with the regulatory agencies that are on site or by phone. • Update regulatory agencies with new information. o Person reporting SSO o Agency responsible for SSO o SSO start time and SSO end time o Containment information o SSO volume, SSO volume contained, SSO volume lost o Component where spill occurred o Cause of SSO o Final destination of sewage o Notifications made EC Sanitary Sewer Overflow Response Procedure Page 4 of 11 Revised: 01-31-11 Procedure No. EC-SOP-008 • If the media is present and it is an OCSD spill, contact Public Affairs as they are responsible for communicating with the media. 3. Use EC Spill Response Field Report to document observations and discussions with regulatory agencies and media (Attachment C). • Confirm the observations on the CIWQS SSO Reporting System report with the EC spill response field report. • This information is secondary to the information that Div. 340 Collections should also be collecting. 4. Contact OC Public Works to determine if SSO can be contained in the flood control channel. • If the SSO has entered a storm drain OC Public Works will be able to assess if containment is feasible in the flood control channel. • If requested contact CASC Contractors to contain and recover SSO in flood control channel. 5. Using the maps (OC Water Quality Monitoring Locations Map or the online map http://www.omatersheds.com/watersheds.aspx ), determines the path of the SSO from the storm drain to the recreational water that it impacts. If the SSO is proven to not enter recreational water then no beach closure can be issued by OCHCA. 6. Obtain a recreational water sample if requested by OCHCA. • If SSO occurred during normal working hours, notify Division 890 Environmental Lab and Ocean Monitoring (Microbiology section: (714) 593-7504)to take samples for analysis. • If SSO occurred during after hours, take sample of requested recreational water stations using spill kit contents in accordance with lab guidelines and submit to Division 890 for analysis. C. SSO Reports 1. A Category 1 or Category 2 report through the CIWQS SSO Reporting System is required to be submitted after an SSO has occurred (Attachment B). • No SSO Occurred o A No Spill Certification report through the CIWQS SSO Reporting System is required to be submitted within 30 days after the end of the calendar month in which no SSO occurred. 2. The designated SSO Collections staff will compile the Category 1 or Category 2 report package and enter the information into the CIWQS SSO Reporting System. • The report package consists of these items. o Problem report, field report, field sketches, maps, spill photos, spill calculations, and pertinent email. • Collection field staff completes the field report, photos, maps, and sketches. (http://sharepoint/apps/ecap/sso/default.asox ) • Collection engineering staff completes the spill calculations. EC Sanitary Sewer Overflow Response Procedure Page 5 of 11 Revised: 01-31-11 Procedure No. EC-SOP-008 • For references of previous SSOs, the database problem report and monthly spreadsheet report can be found at (htto://sharepoint/aoos/ecao/sso/default.asox ) 3. Receive the information required for the Category 1 or Category 2 report from designated SSO Collections staff(Attachment D). • Category 1 report package will be provided within 2 business days. • Category 2 report package will be provided on the second week after the end of the calendar month in which the SSO occurred. 4. Verify and update the information contained in the CIWQS SSO Reporting System using the Category 1 or Category 2 report package. If any information is missing, contact designated SSO Collections staff for them to obtain the information from Collections Field Staff and enter the information into the CIWQS Reporting System. 5. A Draft Report must be submitted through CIWQS within three business days for all Category 1 reports using the "Submit Draft" button. 6. Once the final QA/QC of the Category 1 or Category 2 report has been completed on the CIWQS SSO Reporting System, click on "Ready to Certify' which will prompt the LRO that the report is completed. 7. If requested, meet with Director of Facilities Support Services Department, or designee, for final certification of the report in the CIWQS SSO Reporting System and to answer any questions. 8. In the event the CIWQS SSO Reporting System is not functional the SSO report must be faxed to the Santa Ana Regional Water at fax (951) 781- 6288 according to the time schedules. Afterwards, the SSO report must be entered into the CIWQS SSO Reporting System as soon as it is functional again. 6. REFERENCES A. California Code of Regulations, Title 23, Section 2250 B. California Fish and Game Code, Chapter 2, Article 1, Section 5650 C. California Health and Safety Code, Division 5, Chapter 6, Article 2, Sections 5410-5415, 5460-5462 D. California Water Code (Porter Cologne Act) Section 13271 E. Sanitary Sewer Overflow Notification Procedures SOP, EC-SOP-009 F. State Water Resources Control Board Order No. 2006-0003, Statewide General WDR for Wastewater Collection Agencies 7. ATTACHMENTS A. Spill Notification Contact B. Sanitary Sewer Overflow Reporting Guidelines C. EC Spill Response Field Report EC Sanitary Sewer Overflow Response Procedure Page 6 of 11 Revised: 01-31-11 Procedure No. EC-SOP-008 Attachment A Spill Notification Contacts EC CONTACT INFORMATION Back-Up Order Name Internal Pager/Cell Dindo Carrillo* 1 -EC 790 x 7476 (714)343-0333 Lisa Haney 2-EC 790 x 7404 (714)330-6827 Lisa Rothbart 3- EC 790 x 7405 (714)227-9886 Jim Colston 4- EC 790 x 7450 (714)803-1397 *EC Primary Spill Responderwill carry EC Spill cell phone(714-343-0333). SSO NOTIFICATION CONTACTS Normal Hours After Hours OCHCA(Please call down the list until someone has been contacted) (0�433-6419(Office Support Staff) Control 1: (714)628-7008(will contact (2) Mike Fennessy(714)433-6280 OCHCA on-call staff) (3)Dan Vokoyama (714)433-6288 (4)Larry Brander (714) 433-6284 ls1 Larry Hone bourne 714 433-6015 RWQCB -Santa Ana Region (951) 782-4130 RWQCB: (951) 782-4130(voice mail) Najah Amin (951)320-6362 Cal EMA: (800)852-7550 Fax 951 781-6288 Cal EMA(California Emergency Management Agency) (800)852-7550 24 hours OC Public Works (714)955-0600 (storm drain/Flood channel facility owners) Control 1: (714)628-7008 877 89-SPILL 897-7455 24 HR Hotline Caltrans(949) 724-2607 24 hours California Highway Patrol (949)559-7888 24 hours traffic control/road way hazard on highways and unincorporated areas Carl Warren &Company Ed Garbo(Home): (714)283-8769 OCSD's Third Party Administrator Joan Week(Home): (714) 549-0703 (public/private property damage) (800)572-6900 Ed Garbo(714)740-7999, x123 EC Sanitary Sewer Overflow Response Procedure Page 7 of 11 Revised: 01-31-11 Procedure No. EC-SOP-008 Attachment B Sanitary Sewer Overflow Reporting Guidelines Type of Spill Agency(s)to Notify by Notification Report Timeframe Phone Timeframe Category 1 — all discharges of RWQCB Immediate but Must report on CIWQS sewage resulting from a failure in OCHCA no later than 2 within 3 business days. the Enrollee's sanitary sewer Cal EMA hours. system that: OC Public Works Submit final certified report within A. z1000 gallons; or Additionally, 15 calendar days of the SSO B. Result in a discharge to a certify to conclusion. drainage channel and/or RWQCB that surface water; or Cal EMA and C. Discharge to a storm drainpipe OCHCA were that was not fully captured and notified within returned to the sanitary sewer 24 hours. system. Category 2—all other discharges of RWQCB per staff Immediate Must report and certify on CIWQS sewage resulting from a failure in request. within 30 days after the end of the the Enrollee's sanitary sewer OCHCA per staff request. calendar month in which the SSO system. occurred. Private lateral sewage discharges Governing city/county. Immediate Private lateral sewage discharges that are caused by blockages or RWQCB per staff may be reported to the Online other problems within a privately request. SSO Database based upon the owned lateral. OCHCA per staff request. Enrollee's discretion. The OC Public Works if Enrollee must identify the sewage services are required. discharge as occurring and caused by a private lateral, and a responsible party should be identified, if known. 'If a spill accurs after hours,notify Cal EMNContml 1 and they will make the necessary wntacts. EC Sanitary Sewer Overflow Response Procedure Page 8 of 11 Revised: 01-31-11 Procedure No. EC-SOP-008 Attachment C EC SPILL RESPONSE FIELD REPORT (Questions to ask and document) Note: Main role for EC is to be the regulatory liaison and contact person. Control Center and Collections Field Staff should obtain the majority of the information below. However, obtain this information from appropriate staff in order to discuss with regulatory agencies and for reporting purposes. Contact Information: • Contact information of reporting party: o Name/Agency: o Phone number: • Name/contact information of all the staff on site and contacted: Time line: • Time spill reported and to whom: • Time spill started: • Time of containment: • Time spill stopped (flow stopped): • Time of cleanup: • Spill volume: Spill Location (Collections should create a map and take photographs of the following): • Address: • Flow originated at what location (manhole, cleanout ) (GPS coordinates): • Location spill entered a storm drain (GPS coordinates) [maybe multiple locations]: • Surface water was impacted (list which surface waters were impacted): • Potential recreational water impacted: • Document who took the photographs, date and times. EC Sanitary Sewer Overflow Response Procedure Page 9 of 11 Revised: 01-31-11 Procedure No. EC-SOP-008 Bacteria Samples (General Rule: Take only in recreational waters in cooperation with OCHCA; bacteria samples are not a tool to indicate the presence/absence of sewage in storm channels.) • Samples taken? How many? • Location/time/date/name of sampler of samples taken: • Chain of custody form used? Notifications Made: • Name of person contacted: • Time: • Discussions with Regulatory Agencies (who, what, when, corrective actions, follow-up requests, contact information, times, full content of the discussion: • Is there a beach closure? • Name of person who decided to close the beach: Preventative measures already in place (rubber mat, berm, containment boom, pump: Corrective action taken (Demonstrate due diligence. Containment and cleanup measures): Long-term follow-up: Outstanding questions/concerns to follow-up on: Internal meetings held / coordination activities: After meetings and documentation are complete, this information will be used for reporting to the regulatory agencies. EC Sanitary Sewer Overflow Response Procedure Page 10 of 11 Revised: 01-31-11 Procedure No. EC-SOP-008 APPENDIX P3 SSO Notification Procedures Revision Date Revision Date No. Updated No. Updated 0 09/30/05 4 1 01/16/09 5 2 02/10/11 6 3 01/23/12 7 Procedure No: EC-SOP-009 Orange County Sanitation District Path: HAntglobal\Control Center Reports\Spill Procedures&Forms\SSO Notification Procedures Offcial_01-23-12.doc Sanitary Sewer Overflow Notification Date: January 23, 2012 Procedures Approved by: James Colston PROCEDURE REVISION HISTORY Rev. Date Approval 0 March 30, 2004 Robert P. Ghirelli, Technical Services Director 1 April 12, 2006 Robert P. Ghirelli, Technical Services Director 2 August 21, 2007 Edward M. Torres, Technical Services Director 3 January 16, 2009 Edward M. Torres, Technical Services Director 4 February 10, 2011 James E. Colston, Environmental Compliance Manager 1. PURPOSE AND SCOPE The purpose of the Sanitary Sewer Overflow (SSO) Notification Procedures is to provide a procedure for prompt notification to Orange County Sanitation District (OCSD) staff and appropriate public agencies of an unauthorized release of wastewater (raw or treated sewage or industrial wastewater). It also clarifies the roles of each division regarding SSO response and reporting responsibilities. 2. DEFINITIONS A. Cal Ell California Emergency Management Agency B. CASC: Countywide Area Spill Control Program C. CIWQS: California Integrated Water Quality System - SSO Reporting System D. GWDR: Statewide General Waste Discharge Requirements for sanitary sewer systems issued on May 2, 2006, by the SW RCB to all federal and state agencies, municipalities, counties, districts, and other public entities that own or operate sanitary sewer systems greater than one mile in length that collect and/or convey untreated or partially treated wastewater to a publicly owned treatment facility. E. LRO: Legally Responsible Official that certifies SSO Reports in CIWQS F. Non-Working Hours: Hours when day-shift staff are not on-site. G. OCHCA: Orange County Health Care Agency Sanitary Sewer Overflow Notification Procedures 1 Of 16 Effective 01-04-11 Procedure No. EC-SOP-009 H. OCSD's Service Area: Includes corridors where the regional trunk sewers, interceptor, and pump stations are located. Also includes local sewers where OCSD has operations and maintenance responsibility. I. Private Property SSO: Sewage discharges that are caused by blockages or other problems within a privately owned lateral. SSOs that are caused by a blockage in an OCSD-owned line are not considered private property per the definition in the Statewide GW DR permit. J. OC Public Works: Orange County department that protects the public county-wide from the threat of floods by constructing, operating and maintaining major flood control channels, dams, retarding basins, pump stations. K. RWQCB: California Regional Water Quality Control Board, Santa Ana Region L. SSO: Sanitary Sewer Overflow; or sewage spill M. SWRCB: California State Water Resource Control Board N. Working Hours: Monday— Friday, 6:30 a.m. —5:00 p.m. 3. RESPONSIBILITIES OVERVIEW A. Division 140, Public Affairs: Receive and respond to phone calls from the media or general public related to SSOs. Visit an SSO site when media is present. Notify cities, fire departments, police departments, etc. of SSOs when public relations are warranted. B. Division 250, Information Technology: Work with Division 340, 790, and 830 to resolve problems with Internet/Network connection when non-operational. Once the Internet/Network is operational, relay the information to the appropriate division. C. Division 260, Risk Management: Responds to ensure that the safety of responders and the public is not compromised while carrying our response operations. Risk Management provides critical support with SSOs, and emergency operations center activations including establishing an incident command post in the field. D. Division 340, Collections: Project manager and the division responsible for the GWDR to develop, implement, maintain a preventative maintenance program, and certify SSO reports. Respond to reports of possible SSOs from OCSD's facilities; Contain and coordinate the cleanup of OCSD SSOs, including making every effort to recover sewage from the storm drain system before it reaches a surface water; Document actions taken using field reports, pictures, maps, etc.; Assist member agencies when possible and document actions; Deal directly with private property owners, this does not necessarily mean field staff but individuals should be instructed to contact supervisors/management if they have specific questions. The Manager is a designated LRO that can certify SSO Reports. Also responds to reports of possible SSOs that may involve industrial process waters and document actions taken. Sanitary Sewer Overflow Notification Procedures 2 of 16 Effective 01-04-11 Procedure No. EC-SOP-009 Designated Collections Office Staff(and back-up person) • Compile all GWDR required SSO information, including field reports, pictures, maps, sampling results, calculations, problem reports, and submit package to Division 790 in a timely manner for review (i.e. For a Category 1, report submit information by the second day. For a Category 2 report, submit information by the 15� of the following month). File in appropriate directories; • Coordinate with EC regarding CIWQS SSO Reporting System issues; • Provide training for Division 340 CIWQS SSO Reporting System issues and reporting responsibilities; • Point of contact for Division 790. Relays information provided by 790 to 340 staff. E. Division 790, Environmental Compliance (EC): Liaison with regulators and GWDR compliance overseer. Assure regulatory agency notifications and any additional necessary notifications are fulfilled. Visit SSO site as required in the EC Sanitary Sewer Overflow Response Procedure, EC-SOP-008. Submits drafts of the Category 1 and 2 SSOs to CIWQS for compliance with the GWDR. Review SSO reports before certification by Legally Responsible Official. Assist with SSO tracking and attend meetings to clarify compliance related issues and requirements. Provide support by contacting CASC contractors to respond to SSOs that enter flood control channels. F. Division 830, Operations — Plant No. 1: Control Center: Coordinate SSO response by receiving and processing preliminary information on possible SSOs. Notify necessary divisions, member agencies, and regulatory agencies (after- hours) by phone, radio, text (PNA) and numeric pagers, and e-mail as necessary. Document actions by filling out the SSO report in the CIWQS SSO Reporting System. If the CIWQS SSO Reporting System is down at the time of the SSO, complete the SSO report on the appropriate CIWQS SSO Reporting System data sheet found in the Collections System Binder and follow up by entering the data into the CIWQS SSO Reporting System at a later time. G. Division 890, Environmental Sciences Lab and Ocean Monitoring: If deemed necessary by the OCHCA and the SSO occurs during working hours, take sewage samples of SSO and runoff in designated areas. Perform analyses on sewage samples. Report results to Divisions 340 and 790. If SSO occurs during non-working hours, EC will take samples in accordance with lab guidelines and coordinate with Division 890 staff for proper and timely analyses. H. Member Agencies (Cities and Sanitation Districts): Respond to reports of SSOs that may involve their Collections systems or private sewer systems that may impact the municipal storm drain system. Contain and clean-up their respective SSOs, protect their storm drains, and notify necessary regulatory agencies. I. OC Public Works and Stormwater Co-permitees: Protect County and co- permittee stormwater conveyance facilities from illegal discharges (including sewage). Coordinate response to SSOs or other illegal discharges from private property that are impacting storm drains and code enforcement may be used if Sanitary Sewer Overflow Notification Procedures 3 of 16 Effective 01-04-11 Procedure No. EC-SOP-009 necessary (if property owner can not be reached or is uncooperative). Provide support by contacting CASC contractors to respond to SSOs that enter flood control channels. J. Orange County Health Care Agency: Goal is to protect the public health from an SSO including responding to SSOs and closing beaches and other recreational waters. K. Private Property Owner: Remove the blockage (e.g., call a plumber) and stop using water that goes to the sewer until the blockage is removed. OCSD may assist with containment and clean-up if sewage enters public right-of-way. Local city or OC Public Works or OCHCA stormwater code/ordinance enforcement can assist with uncooperative owners. OCSD is not authorized and will not participate in the cleaning of any privately owned lateral lines. 4. SSO REPORTING AND NOTIFICATION PROCEDURES NOTE: Regulatory and other affected agencies require initial notification as soon as possible without jeopardizing the response process (no later than two hours). A. SSO Report Received (1) Control Center staff shall initiate documentation of the reported SSO (who, what, when, where, why) on a Spill Interview Form (Attachment A). (2) Control Center staff shall determine whether the reported SSO is in the OCSD's service area or is the responsibility of another agency using the Sphere of Influence, Sewer Atlas, other available resources in the Control Center, and/or with the assistance of Collections staff. B. SSO from the OCSD's Facilities (1) If the Control Center determines that the possible SSO may be related to the OCSD's facilities, Control Center staff shall contact and relay the available information for investigation and/or control of reported SSO to the on-duty Collections Supervisor or Designee during the day shift or standby Collections staff during after-hours. (2) Control Center staff shall notify OCSD staff and regulators of the possible SSO via an Outlook e-mail and provide the available information to the Spill Notification - Sewage distribution list (see Attachment B for recipients— includes internal, OCHCA, OC Public Works, and RWQCB staff). For small, non-critical events (using the Operations supervisor's best judgment) when reports are taken between 10 p.m. and 5 a.m., the control center staff may utilize the Spill Notification - Sewage w/o PNA (Attachment B) (no pagers are notified). The following information should be included in the preliminary e- mail notification if available: • Responsible city, agency, private property owner • Date and time • Incident location including address and city Sanitary Sewer Overflow Notification Procedures 4 of 16 Effective 01-04-11 Procedure No. EC-SOP-009 • Problem description • Response status • If it entered a storm drain • Estimated volume (3) Upon arrival on site and preliminary investigation of reported SSO, Collections staff will confirm whether or not there is an SSO and the status of their response and containment. (4) Collections staff will make sketches and take photographs of the SSO, and they will forward digital files or hard copies (if a traditional camera is used) to the designated Collections Office staff responsible for compilation of SSO reports. Collections staff will file all SSO documents on the electronic server at: H:\dept\fss\340\Groups\Collections Facilities O&M\Common\Field Photos\SPILL REPORTING PHOTOS. (5) Control Center staff will send out intermittent updates as new information becomes available to the Spill Notification - Sewage subscribers. (6)The on-duty member of the EC staff(Control Center staff during evening shifts and weekends or if EC staff can not be reached) shall notify RWQCB and OCHCA staff with a phone call for any SSO volume (see Attachment C). If the SSO is equal to or greater than 1,000 gallons also contact Cal EMA. • During the night and weekend shifts: contact the County of Orange Control 1 instead of OCHCA; contact Cal EMA instead of RWQCB. • Responsible staff shall complete all applicable regulatory notifications in accordance with the Decision Table in Attachment C. • As revised by Order No. WQ 2008-0002-Exec Cal EMA, RWQCB, and OCHCA must be notified immediately, but no later than 2 hours of an SSO. • Additionally, OCSD must certify to RWQCB through the SSO Database or by phone that Cal EMA and OCHCA were notified within 24 hours. (7) Collections staff or managers may request Control Center staff to contact other staff that may be required (e.g., ESL, Public Affairs, EC, Contractors). They may also request Control Center staff to determine the location and direction of flow for storm drains in the SSO area. This information is located on a set of 80 large County of Orange facility drawings in the Control Center or online at OC Public Works website hftp://www.ocwatersheds.com/watersheds.aspx (8) Control Center staff shall create a service request number in the CMMS System. Staff will then enter the SSO data into the CIWQS SSO Reporting System or if it's non-operational on the appropriate CIWQS SSO Reporting System data sheet found in the Collections System Binder and follow up by entering the data into the CIWQS SSO Reporting System at a later time. Documentation in either the CIWQS SSO Reporting System or data sheet will Sanitary Sewer Overflow Notification Procedures 5 of 16 Effective 01-04-11 Procedure No. EC-SOP-009 continue throughout the SSO response and related preliminary information received during communications with the responding Collections staff. Control Center staff shall confirm all field-related preliminary information on Tabs 1 and 2 of the CIWQS SSO Reporting System with Collections staff and send updates to the Spill Notification - Sewage distribution list as information becomes available. (9) When Collections staff and Control Center staff believe the preliminary information is as complete as possible for the response and clean-up (usually after Collections staff leaves the site), Control Center staff shall e-mail a final report of the SSO to the Spill notification - Sewage distribution list. (10) By the end of the reporting period, the designated Collections Office Staff shall review the SSO report and any information provided by other divisions including Collections, and Construction Management to verify the preliminary information and to ensure accuracy. The designated Collections Office staff will make any necessary changes and additions in the CIWQS SSO Reporting System and submit the final report to EC staff in a timely manner for their review. EC shall perform Quality Assurance/Quality Control of the final report and make necessary corrections in the CIWQS SSO Reporting System. When all changes are complete, EC staff will click on the Ready to Certify button so that the LRO can certify the SSO report for compliance. (see EC Sanitary Sewer Overflow Response Procedure, EC-SOP-008) C. SSO from Private Property (1) Control Center staff shall notify and/or dispatch Collections staff, especially in Area 7, to determine if the OCSD sewer is causing the problem. (2) See Section B above. Response is the same. However, no field pictures, sketches or calculations are required. Control Center staff shall note in the CIWQS SSO Reporting System that the problem was a Private Property SSO. Information provided in the CIWQS SSO Reporting System will include the following: • Responsible private property owner • Date and time • Incident location including address, city and zip code • Problem description • If it entered a storm drain • Estimated volume (3) If Collections staff informs Control Center staff that the blockage is located in the private property owner's lateral, they may request that Control Center staff call the owner/property manager (if they are not onsite) and have the owner/property manager relieve the blockage (including calling out a plumber immediately if necessary). Due to liability concerns and the possibility of damage to the property owner's line in OCSD trying to solve the situation, it is against OCSD policy for Collections staff to work on private lines, although supervisors or management may authorize this work on a case-by-case basis. Sanitary Sewer Overflow Notification Procedures 6 of 16 Effective 01-04-11 Procedure No. EC-SOP-009 (4) /f the property owner or the occupant of the property can not be reached or refuses to call a plumber AND the private property discharge is entering the public right-of-way or a storm drain, Control Center staff shall call OC Health Care (714-433-6419) (Control 1 after hours— 714- 628-7008) to request health codelordinance enforcement assistance. Control Center staff can also request response from the City of Tustin Code Enforcement Office during working hours (714-573-3106)for issues within the City limits (NOT in Unincorporated OCSD 7). The County and the local cities are required by their NPDES permit to not allow sewage to discharge to storm drains, and they have the legal authority to enforce their requirements, which may include shutting off the water supply and other measures. (5) If none of these agencies can respond and assist with the enforcement issues, the Orange County Health Care Agency can also be called for assistance at either 714-433-6419 during business hours or through Control 1 (714-628-7008) after hours. (6) If a member of the public calls to report a reoccurring or ongoing SSO on private property or that we can not otherwise assist them, they can report the problem by calling 24-Hour Water Pollution Problem Reporting Hotline 877-891-7455 or logging onto httn://www.ocwatershed.com/ and clicking on Pollution Hotline. Staff can also use this mechanism, but official agency calls should be made to Control Center. (7) Control Center staff shall provide the completed SSO report through Spill Notification - Sewage w/o PNA (Attachment B) as usual. (8) EC staff will include the Private Property SSO report as part of the CIWQS SSO Reporting submittal. D. SSO NOT Located in the OCSD's Service Area or OCSD Staff Does Not Respond to SSO Site (1) Control Center staff shall: a. Refer the problem to the correct agency. b. Document the agency's name, contact person, time of contact, and phone numbers on the internal Collections System Problem Report. E. SSO NOT OCSD's Facility BUT Responsible Agency Requests Assistance (1) Control Center staff shall notify and/or dispatch Collectionss Facilities staff, if available. (2) See Section B above. Response is the same. However, no field pictures, sketches or calculations are required. Control Center staff shall note in the internal Collections System Problem Report that the problem was not an OCSD's SSO. (3) Provide notification through Spill Notification - Sewage w/o PNA (Attachment B) as usual. Sanitary Sewer Overflow Notification Procedures 7 of 16 Effective 01-04-11 Procedure No. EC-SOP-009 5. REFERENCES California Code of Regulations, Title 23, Section 2250 California Fish and Game Code, Chapter 2, Article 1, Section 5650 California Health and Safety Code, Division 5, Chapter 6, Article 2, Sections 5410-5415, 5460-5462 California Water Code (Porter Cologne Act) Section 13271 EC Sanitary Sewer Overflow Response Procedure, EC-SOP-008 State Water Resources Control Board Order No. 2006-0003, Statewide General WDR for Wastewater Collection Agencies 6. ATTACHMENTS A. Control Center Spill Interview Form B. Spill Notification Contacts C. Spill Notification Decision Matrix and Contact List Sanitary Sewer Overflow Notification Procedures 8 of 16 Effective 01-04-11 Procedure No. EC-SOP-009 Attachment A Collection System Problem Report—Sample Form Page 1 of 2 Orange County Sanitation District CONTROL CENTER SPILL INTERVIEW FORM Call Initiated: Date: Time: CMMS Work Order#: PERSON REPORTING PROBLEM: Name: Agency: Spill Location: City: Phone# (Use Unincorporated County if applicable) Nearest Cross Street: Thomas Guide Page&Coordinates: IF A RESIDENT IS REPORTING PROBLEM: Notes: Example Opening statement: We'll be dispatching our field crew momentarily. To help us most effectively respond to your call, we need some additional information. These questions should only take a minute,but will help us tremendously In better responding to your call. For the field responders, is there a good reference landmark? (shops, houses,etc.) Did you see water flowing from a manhole? Yes ❑ No❑ Don't Know❑ If not,where is it coming from? Why do you think it is sewage? (Is there an odor?/Does the manhole say"OCSD"or"sewer?') How fast is the water flowing?(Is it a small trickle out the side or is it gushing through all outlets with force?) Is the water flowing in or to the street gutter? Yes ❑ No❑ Don't Know❑ Do you know if a storm drain catch basin is nearby? Yes ❑ No❑ Don't Know❑ Is the water flowing to or about to get to that catch basin? Yes ❑ No❑ Don't Know❑ Appro dmately how wide and deep is the(flowing or wet) w Deep:_ Wide: water path? Have you called any other agencies or did another agency refer you to us? IF ANOTHER AGENCY IS REPORTING PROBLEM: Notes: If we find out the spill belongs to another city/agency always ask the question:"Is your agency handling all notifications& documentation? If they are,OCSD only has to document our involvement. Do you have a crew currently onsite? Yes ❑ No❑ Don't Know❑ If so,have they contained the spill and protected stone Yes ❑ No❑ Don't Know❑ drains? If not,will your agency be responding? Yes ❑ No❑ Don't Know❑ Is the water flowing in or to the street gutter? Yes ❑ No❑ Don't Know❑ Is the water flowing to a storm draintcatch basin? Yes ❑ No❑ Don't Know❑ Approximately how wide and deep is the(flowing or wet) Deep: Wide: water path? Although we will be responding as quickly as possible,we request If the answers to I and 1b.are NO,and 2 or 3Is YES, that your staff start protecting the storm drains,setting up then you should state the following: containment and any necessary traffic control until we arrive onsits. These measures are important to protect the environment and possibly prevent a beach closure. How fast is the water flowing?(Is it a small trickle out the side or is it gushing through all outlets with force?) Sanitary Sewer Overflow Notification Procedures 9 of 16 Effective 01-04-11 Procedure No. EC-SOP-009 Attachment A Collection System Problem Report—Sample Form 16 Page 2 of 2 Orange County Sanitation District CONTROL CENTER SPILL INTERVIEW FORM QUESTIONS FOR THE COLLECTIONS CREW: Notes: Fill in the Blanks: If there are any blanks left on page one,ask Collections these questions when they arrive onsite. General information: Is this a District problem(i.e.,in,from,or caused by District's facilities)? Yes ❑ No❑ Type of spill: Sewage ❑ Chemical(I.W.)❑ Other❑ Size of line(not cleanout): inches Did any sewage reach storm drain? Yes❑ No❑ List receiving water(if known): Newport Bay❑ Santa Ana River❑San Gabriel River❑Other Cause of spill: Grease❑ Roots❑ Other Debris❑ Rain-related Inflow❑ Line Break❑ Vandalism❑ Other❑ Initial Estimated volume: gallons Estimated amount recovered to sewer or vectored: gallons Response: Responding Personnel: Responding Vehicles: 1.)Time Collections was first contacted: 2.)Time arrived onsite: 3.)Time containment set: 4.)Time blockage cleared: 5.)Time clean up complete/left site: Sanitary Sewer Overflow Notification Procedures 10 of 16 Effective 01-04-11 Procedure No. EC-SOP-009 Attachment B Spill Notification Contacts CONTACTS CONTAINED IN SPILL NOTIFICATION- SEWAGE DISTRIBUTION LIST Name Division I Agency Notified via E-mail or PNA Pager? James Ruth 110 E-mail Bob Ghirelli 110 E-mail Sonia ass ren Morgan 140 Both Jeff Reed 160 E-mail Wesley Bauer 260 Both George Rivera 260 Both Michele Farmer 260 Both Nick Arhontes 310 Both Mark Es uer 310 Both William Cassidy 340 Both Peter Chaffs 340 E-mail Donald Cleveland 340 Both John Gonzalez 340 Both Jim Herberg 710 PNA John Linder 740 E-mail Hardat Khublall 750 E-mail Tod Haynes 760 PNA Terry Krie 760 E-mail EC Spill Response Cell 790 PNA Dindo Carrillo 790 Both Lisa Hane 790 Both Lisa Rothbarr 790 Both Jim Colston 790 Both Deirdre Bin man 790 Both Tom Mere illano 790 E-mail Jerry Evangelista 790 E-mail Tom Gaworeki 790 E-mail Merrill Seiler 790 Both Mike Zedek 790 E-mail Ed Torres 810 E-mail Marc Larson 830 Both Tony Lee 830 E-mail Ted Mauter 830 Both Peter McGrath 830 E-mail Victoria Raymond 830 E-mail Michael Vuon 830 Both Frank Chavez 830 E-mail Dave Heinz 830 E-mail Ken Wong 830 Both Simon Watson 850 Both Superscript numbers indicate order of EC responders. Sanitary Sewer Overflow Notification Procedures 11 of 16 Effective 01-04-11 Procedure No. EC-SOP-009 CONTACTS CONTAINED IN SPILL NOTIFICATION— SEWAGE DISTRIBUTION — EXTERNAL Name Division /Agency Notified via E-mail or PNA Pager? Duc Nguyen OC Public Works E-mail Chris Crompton OC Public Works E-mail Grant Sharp OC Public Works E-mail Larry Brander OCHCA E-mail Mike Fennessy OCHCA E-mail Larry Hone bourne OCHCA E-mail Dan Yoko ama OCHCA E-mail Najah Amin RWQCB E-mail Steve Ma ville I RWQCB I E-mail EC CONTACT INFORMATION Back-Up Name Order Internal Pager/Cell Home Dindo Carrillo* 1-E 406 ( -0833 Z22 7 7144 - 3 NNAA Lisa Haney 2-EC790 x744 0 Lisa Rothbart 3-EC 790 x 7405 (714)227-9886 NA Jim Colston 4-EC 790 x 7450 (714)803-1397 NA *EC Primary Spill Responders will carry EC Spill cell phone(714-343-0333). NOTIFICATION CONTACTS Normal Hours After Hours OCHCA(Please call down the list until someone has been contacted) (7 7�433-6419(Office Support Staff) Control 1: (714)628-7008(will contact (2)Mike Fennessy(714)433-6280 OCHCA on-call staff) (')Dan Yokoyama (714)433-6288 (4)Larry Brennler (714)433-6284 i'i Larry Hone bourne 714 433-6015 RWQCB—Water Board Santa Ana Region (951) 782-4130 24 hours: (951)782-4130 Najah Amin (951)320-6362 Cal EMA: (800)852-7550 CaIEMA (California Emergency Management Agency) (800)852-7550 24 hours OC Public Works (714)955-0600 (storm drain/flood channel facility owners) Control 1: (714)628-7008 877 89-SPILL 897-7455 24 Hr Hotline Caltrans (949)724-2607 24 hours California Highway Patrol OC Communications Center(949) 559-7888 24 hours traffic control/road way hazard on highways and unincorponitted areas Carl Warren &Company Ed Garbo(Home): (714)283-8769 OCSD's Third Party Administrator Joan Week(Home): (714)549-0703 (public/private property damage) (800)572-6900 Ed Garbo(714)740-7999, x123 Sanitary Sewer Overflow Notification Procedures 12 of 16 Effective 01-04-11 Procedure No. EC-SOP-009 CITY, SEWER, AND WATER AGENCY CONTACTS CITY BUSINESS I OFF-HOURS NOTIFICATION E- COMMENTS HOURS MAIL PUBLIC WORKS/CITIES Anaheim f714)765-6860 (714)765-6840 Ivechione(danaheim.net 24-hr Emergency Dispatch 714 765-3300 714 765-6860 Off-hrs. Brea (714)990-7648 (714)990-7911 Jerrvm(alci.brea.ca.us Off-hours: Police Dept. 714 990-7691 biones(dbuenaoark.co Buena Park (714)562-3655 (714)562-3902 m Off-hours: Police Dept. rhunt buena ark.com ovazouez(dci.cvoress.c Cypress (949)724-7502 (562) 594-7232 ams, Off-hours: Police Dept. (714)229-6760 (714)229-6600 Odickson(coci.cvoress.ca US Fountain Valle (714)593-4493 714 593-4483 Steve.hauerwaas(Woun Off-hours: Police De 1. y 714 593-4600 ( ) tainvalley.ora p dandO.ci.fullerton.ca.us, PattvLadci.fullerton.ca.0 s(sewer spills), (714)738-6715 BilIR(fti.fullerton.ca.us Fullerton (714)738-6897 (714)738-6700 (sewer spills) Off-hours: Police Dept. GeneVaci.fullerton.ca. us(storm/hazmat), DouaR(dci.fu Ilerton.ca. us storm/hazmal (714)960-8861 corav(dsurfcity-hb.om Huntington Beach (714)960-8830 (714)960-8825 iiones(c),sur city-hb.om Off-hours: Police Dept. 714 536-5921 (949)453-5300 kilaniainvd.com Off-hours: Call IRW D or Irvine (949)724-7516 (949)724-7000 p.d. Police Dept. 949 724-7600 (562)905-9708 carlo nafarrete(Mahabr La Habra 562 905-9792 (562)905-9750 aci .cam Off-hours: Police Dept. La Palma (714)523-1140 (714)690-3368 Ora afikm(dcitvofiaoalma. Off-hours: Police Dept. Laguna Beach (949)497-0765 (949)497-0717 Off-hours: Police Dept. Hours:7am-3:30 m Newport Beach (949)644-3011 (949)644-3717 eburta, itv.newoort- Off-hours: Police Dept. beach.ca.us Orange (714)744-5525 JLoertscher(rDcitvoforsn 714 532-6480 (714)538-1961 ge om Placentia 714 993-8245 714 993-8164 N/A Off-hours: Police Dept. San Clemente (949)366-1553 (949)366-1553 949 361-8224 San Juan (949)493-6363 „„ Off-hours:Answering Capistrano 949 �,,,,,,� ,,43 443-1171 ("'T" T"' Service Santa Ana (714)647-3380/ (714)834-4211 p d Rick Strenberg cell: (714) 3344 402-7042 or Police Dept. Seal Beach 562 431-2527 562 799-4100 N/A Off-hours: Police Dept. t soza(dci.stanton.cam (714)379-9222, (714)288-6742 s Stanton x205 (Sheriffs) b doss(dci.stanton.ca.0 Off-hours: Sheriffs Dept. s (714)573-3150 rveeAtustinca.oro Tustin (714)573-3200, (714)573-3225 aoonzales(dtustinca.ora Off-hours: Police Dept. Field Service Police knouven(dtustinca.om Cell (714)337-5214 citvhall(dvillaoark.ora Off-hours: Lead Villa Park (714)998-1500 (714)497-7391 Maintenance Mike Knowles and Ken Domer Westminster 714 898-3311 714 898-3315 Off-hours: Jeff Howell, Sanitary Sewer Overflow Notification Procedures 13 of 16 Effective 01-04-11 Procedure No. EC-SOP-009 (0 for operator) x326 (police Public Works Manager,ext. dispatcher)or 911 6290 Yorba Linda City 714 961-7170 714 990-7911 Off-hours: Police Dept. SANITATION DISTRICTS (949)631-1731 (714)754-5250 tomfauth0ci.costa- Costa Mesa (714)393-4433 (714)393-4433/ mesa.ca.us Off-hours:Answering 714 337-3535 714 754-5252 Service/Police Dept. Dana Point (949)499-4555 Ernie Garcia Off-hours:Answering art of SCWD 949 496-9322 949 289-0137 Service at 949 499-4555 Garden Grove (714)741-5395 (714)741-5704 p.d. brenthf ci.carden- Off-hours: Police Dept. rove.ca.us L.A. Sanitation 562 699-7411 Midway City and (714)893-3553 (714)310-9004 Off-hours: Standby Westminster Cellular phone O.C.S.D. 714 962-2411 714 593-7025 Off-hours: Control Center Rossmoor Los Off-hours: Standby Pager Alamitos Sewering (562)431-2223 (562)708-1772 OR General Manager District (562)400-4022 Susan Bell OR Melody Hiller (562)493-9932 (714)330-3728 Off-hours:Answering Sunset Beach 714 330-3728 Service WATER DISTRICTS EOCWD 714 538-5815 El Toro (949)837-0660 (949)837-7050 Administration Center with Answering Service Irvine Ranch (949)453-5300 (949)453-5300 robertsairwd.com Off-hours:Answering Service Los Alamitos 562 431-2223 Los Alamitos Los Alisos(IRWD) (949)830-0580 After hour—answer service Moulton Niguel'_ 949 831-2500 949 831-2500 24-hour service (714)288-2475 (714)538-1961 Off-hours:Answering Orange County 714 378-3200 Service Santa Ma arita 949 459-6400 949 459-6581 Santiago County (714)649-2630 Off-hours:Answering IRWD 949 453-5300 Service South Coast' (949)499-4555 Off-hours:Answering Service (949)551-8580 Trash only Trabuco Canyon (949)858-0277 (949)856-0277 Off-hours:Answering Service Yorba Linda (714)701-3050 Off-hours:Answering Service COUNTY OF ORANGE OC Public Works (877)89-SPILL (877)89-SPILL Off-hours:Answering 897-7455 897-7455 Service Daytime Secondary Number/Off-hours Answenng Service 'Cities served—Laguna Niguel,Aliso Viejo, Laguna Hills,Sections of Mission Viejo and North Dana Point 'Cities served—Dana Point,Capistrano Beach and South Laguna Phone numbers last updated: 1/23/11 Sanitary Sewer Overflow Notification Procedures 14 of 16 Effective 01-04-11 Procedure No. EC-SOP-009 Attachment C Spill Notification Decision Matrix and Contact List Page 1 of 1 Checklist Guidance If YES, Notify: If a possible spill of any size is . Collections Supervisor, Designee, or Standby reported to the District . Plant No. 1 Chief Operator or Designee E-mail brief notification to internal staff, OCHCA,and RWQCB via the Spill Notification-Sewage distribution list in Outlook. Include the following information, if known and available: . Responsible city, agency, private property owner If a spill of any size is confirmed by . Notified date and time Collections staff . Incident location including address and city . Problem description . Response status . If it entered a storm drain Estimated volume If Collections staff confirm the spill Call the responsible Agency or City. See Contact City List above. to be a non-District's line (This includes private property spills where the spill is on City property.) Fill out Collections System Problem Report. If the spill is estimated to be less Call: OCHCA*(714)433-6419/6015 than 1,000 gallons RWQCB*(951)782-4130 If the spill is estimated to be equal Call: OCHCA*(714)433-6419/6015 to or greater than 1,000 gallons RWQCB* 951)782-4130 CaIEMA(800)852-7550 If spill discharging to storm drains Call OCHCA* (714)433-6419/6015 flood control RWQCB*(951)782-4130 OC PUBLIC WORKS* (714)955-0600 If the private property owner is Call OC PUBLIC WORKS* (714)955-0600 uncooperative and public properly OCHCA*(714)433-6419/6015 and/or storm drains are impacted (After Hours Control 1, at(714)628-7008 and request storm water ordinance enforcement . If the spill possibly contains Call: Collections Division—Mike Larkin at(714)593-7372 industrial process water? OCHCA*(714)433-6419, and RWQCB*(951)782-4130 If hazardous materials are a Notify the local police,fire, or sheriffs department, Collections—Mike possible concern? Larkin at(714)593-7372, and Safety—Wesley Bauer at(714)263- 5304. If local oversight or enforcement is Contact the local/governing city, especially for gutter and storm drain needed response or if the spill is Flowing to city property. Notify the local police or sheriffs department. OCHCA and/or the If command and control authority is local city may also be of assistance. OC PUBLIC WORKS/Control 1 needed can enforce against illegal discharges to storm drains throughout the county. Sanitary Sewer Overflow Notification Procedures 15 of 16 Effective 01-04-11 Procedure No. EC-SOP-009 Checklist Guidance If YES, Notify: If traffic control is a concern Notify the local police or sheriffs department, California Highway Patrol, (949)559-7888 or Caltrans (949)724-2607 as necessary If the spill has the potential to As the District's management directs, notify the District's Third-Party damage public or private property Administrator, Carl Warren &Company, to determine whether their representative should respond to the scene at(800) 572-6900. If an SSO occurs after hours,notify Cal EMPJControl 1 and they will make the necessary contacts. Sanitary Sewer Overflow Notification Procedures 16 of 16 Effective 01-04-11 Procedure No. EC-SOP-009 APPENDIX Q OCSD SSO Emergency Response Plan Revision Date Revision Date No. Updated No. Updated 0 09/30/05 4 1 05/20/09 5 2 12/19/11 6 3 7 SSO Emergency Response Plan Description December 19, 2011 Introduction: This SSOERP follows the Statewide Waste Discharge Requirements (WDR). After the State WDR was adopted on May 2, 2006, OCSD updated its existing SSMP from the prior Santa Ana Regional Water Board WDR order to meet its new requirements. OCSD currently has an effective SSO response program in place that includes extensive notification procedures. Volume 1 of the final SSMP includes a narrative summary of how OCSD complies with the WDR or Monitoring and Reporting Program (M&RP). Volume 2 of the final SSMP contains specific support documents referenced in Volume 1 needed for quick access by staff or auditors. Our goal is to develop user-friendly documents for staff use, regulator use, and public review as required by the WDR order. This SSOERP also becomes a part of OCSD's Integrated Emergency Response Plan (IERP)for major local or regional disasters. OCSD has reviewed and updated its existing SSOERP. The SSOERP is illustrated in the "OCSD SSO Response Flow Chart" (Appendix P1) that provides a step-by-step description of the OCSD SSO emergency response procedures. The flow chart is also designed to be used as a decision tool for responding to different types of events in gravity sewers, force mains, and pump stations. Where appropriate, based on staff input and professional judgment, more detailed flow charts, procedures, and other referenced documents will be used as supplemental data. OCSD SSOERP action items are as follows: (1) Description of Organization: (A) Administrative, Operations and Maintenance and Lines of Authority: OCSD currently maintains organization charts that provide this information. Much of this general information is available for review in our annual budget book. In addition, an SSMP program organizational chart is maintained. The Collection Facilities O&M Division staff have the lead role in SSO response activities and retain current versions of SOPS for SSO Response and Spill Containment. Other agency staff and contractors assist them as necessary. (B) Chain of Communication for Reporting SSOs: The chain of communication for reporting SSOs, from receipt of a complaint or other information, including the person responsible for reporting SSOs to the RWQCB, the 1 of4 Orange County Health Care Agency (OCHCA), Orange County Public Works, and the State Office of Emergency Services (OES), is contained in Appendix P, Volume 2. These include the SSO Response flowchart that describes the OCSD Control Center and Collection System staff procedures for reporting SSOs and response and notification procedures. (it) Overflow Emergency Response Plan (ERP) OCSD has developed and implemented an overflow emergency response plan that identifies measures to protect public health and the environment, and includes, at a minimum, the following: (A) Proper notification procedures so that the primary responders and regulatory agencies are informed of all SSOs in a timely manner. The OCSD SSO response flow chart illustrates the established procedures that are followed when a problem is reported. The plan provides the following: Reporting of a problem from internal and external sources • Actions taken during normal (6:00 a.m. to 4:30 p.m., Monday thru Thursday) and after normal OCSD business hours • Staff and/or primary standby mobilization by the duty Operations Supervisor or designee. (B) A program to ensure an appropriate response to all overflows. As shown in the OCSD SSO response flow chart, OCSD staff responds to all reported problems, including those SSOs that do not discharge to waters of the state. OCSD has a formal process to evaluate the jurisdictional responsibility and the cause of the problem. This also includes a process in the event the reported event cannot be located in the field. Once located, the following sequence occurs as outlined in the flow chart: • Attempt containment, using spill containment procedures • If the SSO is OCSD's responsibility, initiate the spill notification process • Control the SSO and eliminate the problem • Recovery and cleanup • Field documentation • If the SSO is not OCSD's responsibility, the notification process includes notification of responsible party, site assistance when requested, and field documentation of the event. (C) Procedures to ensure prompt notification to appropriate regulatory agencies and other potentially affected entities (e.g., health agencies, Regional Water Boards, water suppliers, etc.) of all SSOs that potentially affect public health or reach the waters of the State in accordance with the MRP. All SSOs shall be reported in accordance with the MRP, the California Water Code, other State Law, and other applicable Regional Water Board WDRs or NPDES permit requirements. The SSMP should identify the officials who will receive immediate notification. 2 of As shown in the OCSD SSO response plan flow chart, when a problem is reported, the Control Center dispatcher notifies OCSD staff in accordance with established procedures. The chain of communication for reporting is then implemented beginning with a possible spill notification, and communicating with those on the spill notification distribution list. OCSD staff responds and investigates, while the notification of SSOs procedure provides notification processes for the following: • Events that occur during normal (6:00 a.m. to 4:30 p.m., Monday thru Thursday) and after normal business • Non-OCSD service area events • Internal notification for support from the OCSD Environmental Compliance (EC) division • OCSD laboratory staff or other appropriate OCSD divisions • Evaluation on case-by-case basis to initiate monitoring, reporting and additional control and elimination procedures as necessary. (D) Procedures to ensure that appropriate staff and contractor personnel are aware of and follow the Emergency Response Plan and are appropriately trained. OCSD has an existing formal training program for OCSD staff that requires mandatory safety training, technical skills training and supervisory/management skills training. The program also uses California Water Environment Association (CWEA) certification and on-the-job training (OJT) as part of this program. The current program is being supplemented with a multiyear focused training and validation program. OCSD has use of an on-site SSO simulator that allows crews to practice SSO response, containment procedures, and estimate overflow volume using metered discharges from a manhole and cover. Documented SOPS are being developed for this purpose. Contract specifications for Capital Improvement Projects (CIP) require that contractors develop their own SSOERPs. (E) Procedures to address emergency operations, such as traffic and crowd control and other necessary response activities. OCSD has existing traffic and safety control procedures that comply with Caltrans and CalOSHA requirements. These include: • Adherence to Work Area Traffic Control Handbook (WATCH) procedures • Use of confined space entry/rescue certified personnel as necessary • Use of personal protective equipment • Site security • Use of law enforcement agencies as necessary for site-specific needs. Events requiring law enforcement assistance are evaluated on a case-by-case basis. • Contractors are used to supplement agency staff as necessary (F)A program to ensure that all reasonable steps are taken to contain and prevent the discharge of untreated and partially treated wastewater to waters of the US and to minimize or correct any adverse impact on the environment 3 of resulting from the SSOs, including such accelerated or additional monitoring as may be necessary to determine the nature and impact of the discharge. The OCSD SSO response flow chart has steps identified that are specific to: • Containment • Control and elimination of the SSO • Cleanup • Failure analysis and debriefing Standard procedures and materials have been developed for the specific steps in the flow chart, and are available in OCSD vehicles. Equipment to assist in the containment, control and elimination, and cleanup is also available. Events are evaluated on a case-by-case basis. The need for monitoring is determined based on possible impact to recreational waters, and in coordination with RWQCB and OCHCA staff. OCHCA or the RWQCB have responsibility for sampling. OCSD may provide assistance with sampling if requested. OCSD staff worked with the County of Orange to develop a plan for containing and recovering SSOs to surface waters, storm drains and channels. This may include hiring an on-call contractor to assist in recovering SSOs that have reached storm drains or channels. OC Public Works now manages and executes the Countywide Area Spill Control (CASC) Program. The OCSD Control Center is staffed with dispatchers 24 hours a day, 7 days a week. OCSD has an on-call list with a primary contact. If the primary contact cannot be dispatched, an assigned secondary staff person is contacted and dispatched. On-call staff is authorized to mobilize additional staff and equipment as needed. A response time of one hour or less is an established goal and measured performance metric. OCSD has adequate staff and equipment to respond to historic normal service requests, including SSOs. If additional resources are needed for extraordinary events, OCSD maintains a contact list of contractors and suppliers, and has standing blanket purchase orders to mobilize the additional resources rapidly and specific to the event, whether it is a gravity sewer or pump station problem. 4 of APPENDIX R SSO Spill Estimation and Simulation Training Revision Date Revision Date No. Updated No. Updated 0 9/30/05 4 1 11/17/11 5 2 6 3 7 SPILL ESTIMATION Not Just A Guess Anymore SCAP SOUTHERN CALIFORNIA ALLIANCE OF PUBLICLY OWNED TREATMENT WORKS `1 -�s1 _ _ •' �1 1 '• ' � s � �i �� � _ � � — � �- 4 SPILL TIMATO Under current regulations accurate spill estimation has become critical to the operation and maintenance of a sanitary collection system Reporting to State and Regional Boards Reporting to local health care agency Factor for determining spill category Can be used in determining penalties SPILL ISILMATION- -- There are basically two types of systems where sewage spills occur The gravity system Collection pipelines, manholes, wet wells, etc. The pressure system Force mains, pump and lift stations, etc. SPILL ESTIMATION METHODS x WAG Factor x Flooding or ponding x Flow velocity over time equals spill volume x Area times depth for spills that are contained x Charts for pick, vent and manholes x Picture charts (San Diego and CWEA Southern Section ) -- Take pictures and measurements Who is doing the estimating? SPILL ESTIMATION METHODS -- Eyeball Estimate To use this method imagine the amount of water that would spill from a bucket or a barrel . A bucket contains 5 gallons and a barrel contains 50 gallons. If the spill is larger than 50 gallons, try to break the standing water into barrels and then multiply by 50 gallons. This method is useful for contained spills up to approximately 200 gallons. SPILL ESTIMATI0N METHODS -- Measured Volume The volume of most spills that have been contained can be estimated using this method . The shape, dimensions, and the depth of the contained wastewater are needed . The shape and dimensions are used to calculate the area of the spills and the depth is used to calculate the volume. SPILL ESTIMATION METHODS Measured volume continued Step 1 Sketch the shape of the sewage containment area . Step 2 Measure or pace off the dimensions ( length , width , diameter, etc. ) Step 3 Measure the depth at several locations and calculate an average (total of the samples by the number of samples) . Step 4 Convert the dimensions, including depth , to feet. SPILL ESTIMATION METHODS Measured volume continued Step 5 Calculate the area in square feet using the following formulas: Rectangle: Area = length (feet) x width (feet) Circle: Area = diameter (feet) x diameter (feet) x 0.785 Triangle: Area = base (feet) x height (feet) x 0.5 Step 6 Multiply the area (square feet) times the depth (in feet) to obtain the volume in cubic feet. Step 7 Multiply the volume in cubic feet by 7.48 (number of gallons in one cubic foot) to convert it to gallons. SPIES ESTIMATION METHODS -- Many times sewage spills do not pond at the site but tend to flow into the storm water system , creeks or water ways etc. For this type of spill the flow volume or velocity must be determined and the time duration of the spill established . SPILL ESTIMATION METHODS -- Counting connections Once the location of the spill is known , the number of upstream connections can be determined from the sewer maps. Multiply the number of connections by 200 to 250 gallons per day per connection or 8 to 10 gallons per hour per connection . SPILL ES ATIOWN METHQDS -- For example : 22 upstream connections x 9 gallons per hour per connection = 198 gallons per hour / 60 minutes per hour = 3 . 3 gallons per minute. Multiply the gallons per minute times the number of minutes the spill occurred for the total volume of the spill . SPILL ESTIMATION METHODS -- Pictorial Reference T Use a pictorial reference such as the San Diego or CWEA Southern Section picture charts to determine the flow velocity then multiply the gallons per minute times the time duration of the spill in minutes to obtain the total volume of the spill . Reference Sheet for Estimating Sewer Spills _ City of San Diego from Overflowing Sewer Manholes Wastewater Collection DNlsion Metropolitan Wastewater Department All estimates are calculated in gallons per minute(gprn) (619)6544160 k64 i i S gpm 1f gpn So gpm i IN gpm 150 gpm 200 gpm i C , 22S gpm 250gpm 9101 FOphmosweetA.dmngadmwmfiagmi mmnidwalefmmahydrmtIn mop"mwiththe CM of San Di IMWDepa m marv5 1 � �saeuai��r�vanR�asi�iex�4�a+�ia�..�il.r�ilew�ip�i� wlNm�iw�M�/4�wngPvi+AbOa/r.mprseE�M�E�M�Y SSCSC MANHOLE r OVERFLOW GAUGE If�Je„I�RIM�N,�,Iw.v�o�,:+d_ S gpm 25gpm SO gpm 100 gpm L.� 1I I I I I I III I I I I I I I I I2 III III I I3I I I I I I II I I4I I I I I I III I SI I III III I IBI IlI I I I III I I7 I I I I` 19I1 l l l8 1u0 titi���tititititis����titititititititititi���ti4tisti��titi���ti���tititi�ti���tititititititil�tititi���ti���+titititi�tisti���ti�I�tiSti�ti�4�ititi���Sti�ti����I���i�titi I 1I 2 3I 4I 5 6 7 a 9 10 Qt C"Pas, God CWE o9� 1 SOUTHERN nl SECTION 0 pq( COLLECTION O SYSTEMS V' COMMITTEE mmmm 0 150 gpm 200 gpm 300 gpm 400 gpm a PROVIDING QUALITY TUNING FOR COLLECTION SYSTEM PERSONNEL SINCE 19M w.e.w�.«.e reswwWr eew.r<w.r a WUwlruNn gP�vaq 9nw.+tcvvfn�t+wwe n pE WMC.(n rVl Y9f.MWn Mf mvfvelmN wn v cowsm 8�ss nt.p p[eN M t W[tltm Etl LrinM1p anry�n.mierta in ppeepggryry'Ypp�yp 06MI4ER iMa.alW artua)srw/o`.vu<rlM turtinminaNry�bisbmtnMN�VYItlII}INq�YYkn.1.�M0 Y+n Yrgovmltpa pet N�r�l Spur Ofvo.tHdrV R><WtuNp�.rtlhr�Ytl tR4�TMUw4NYoe. Im.v.M.[Lm JufiYalm vtllte lwtllnlJ vt YeJCMti nMwl/Nts�nYMutq�evev.� !P SPILI. ESTIMATION METHODS .. Open Channel Spill Estimation + For ditches, channels, gutters, etc. + Measure the cross sectional dimensions of the channel and determine the velocity of the flow + Measure the velocity by dropping a floating object into the flow and time over a measured distance + Flow (Q), ft3/sec = Velocity (V), ft/sec X Area (A),ft2 Flow times duration equals amount of spill C--Urt� se,,,•a9a I o.mr SPILL-ESTIMATION METHS Drop Bucket Method Can be used for small spills where entire flow stream can be captured in a bucket Time how long it takes to fill the bucket + Dividing the volume of the bucket ( in gallons) by the elapsed time to fill the bucket ( in minutes) equals the flow rate in gallons per minute (gpm ) + Example: If it takes 30 seconds to fill a 5-gallon bucket and the spill has occurred for 20 minutes the total spill volume would be 200 gallons (5gal/. 5min = 10gpm X20min = 200gal . ) SPIES ESTIMATION METHODS -- Calculating a spill based upon pipe size Need to know the size of the pipe Need a flow calculation chart Measure the depth of the flow down stream of the blockage T Measure the depth of flow again after the blockage has been cleared and flow stabilized Flow 8 " PIPE 10" PIPE 12" PIPE 15" PIPE 18" PIPE 21" PIPE 24" PIPE Depth Inches 1 20 GPM 25 GPM 30 GPM 35 GPM 40 GPM 45 GPM 50 GPM 2 60 70 80 85 95 105 125 3 110 125 135 150 175 185 210 4 160 18O 200 235 260 285 320 5 190 240 280 315 360 380 445 6 260 310 355 415 455 500 555 7 290 370 425 F495 570 620 695 8 320 430 500 600 680 760 815 9 465 575 690 800 890 965 10 490 625 775 005 1005 1120 11 685 870 1020 1135 1275 12 715 935 1130 1260 1410 13 1020 124D 1415 1580 14 1070 1345 1520 1690 15 1105 1425 1650 1856 16 1495 1760 1990 17 1550 1880 2110 18 1595 1980 2285 19 2050 2410 20 2115 2530 21 2 2160 2630 2 23 2700 24 2765 2820 Note: the chart assumes V = 2.0 feet par second and n 0.013 1. Record the time that spill was reported. 2. Record the flow, in Inches, downstream of the spill or blockage. Record the pipe size in Inches. Determine flow rate in gallons per minute (GPM) using chart above. 3. Re-establish flow and allow stabilizing. Record the time that flow stabilizes and the depth of flow, In inches. Determine flow rate using chart above. 4. Subtract the now rate calculated in tit from the flow rate calculated in *3. 5. Multiply the result of 4 by the minutes elapsed from notification to stopping overflow. S. Report total amount in ualions on the SSO Renort. SPILL ESTIMATION METHQDS -- Example : T A Spill was reported at 3:50 pm and was corrected at 6: 25 pm on the same day. Calculate the volume of the spill for a 10 inch pipeline with 1 inch of downstream flow before correction and 5 inches of flow after correction and stabilization of flow. VILL ESTIMATION METHODS Time reported - 3 : 50 pm .. Time Corrected - 6 : 25 pm x Duration of spill - 2 : 35 or 155 minutes c Depth of flow before - 1 inch Depth of flow after - 5 inches Flow 8 " PIPE 10" PIPE 12" PIPE 15" PIPE 18" PIPE 21" PIPE 24" PIPE Depth In s 1 20 GPM 25 GPM 30 GPM 35 GPM 40 GPM 45 GPM 60 GPM 60 80 85 95 105 125 3 110 125 135 150 175 185 210 160 200 235 260 285 320 5 190 240 280 315 360 380 445 260 355 415 455 500 555 7 290 370 425 495 570 620 695 8 320 430 500 600 680 760 815 9 465 575 690 800 890 965 10 490 625 775 005 1005 1120 11 685 870 1020 1135 1275 12 715 935 1130 1260 1410 13 1020 124D 1415 1580 14 1070 1345 1520 1690 15 1105 1425 1650 1850 16 1495 1760 1990 17 1550 1880 2110 18 1595 1980 2285 19 2050 2410 20 2115 2530 21 2160 2630 22 23 2700 24 2765 2820 Note: the chart assumes V = 2.0 feet par second and n 0.013 1. Record the time that spill was reported. 2. Record the flow, in Inches, downstream of the spill or blockage. Record the pipe size in Inches. Determine flow rate in gallons per minute (GPM) using chart above. 3. Re-establish flow and allow stabilizing. Record the time that flow stabilizes and the depth of flow, In inches. Determine flow rate using chart above. 4. Subtract the now rate calculated in tit from the flow rate calculated in *3. 5. Multiply the result of 4 by the minutes elapsed from notification to stopping overflow. S. Report total amount in ualions on the SSO Renort. SPILL ESTIMATION METHOD -- From Chart Flow after stabilization = 240 gpm Flow downstream before = 25 gpm Net Flow = 240 -25 = 215gpm SPILL VOLUME = 215 (gpm ) X 155 ( m) _ 33 ,325 gallons SPILL ESTIMATION METHODS To determine spill volume from vent or pick holes Count the number of holes Measure the height of the water exiting from the holes HEIGHT TO BE MEASIJRE� \v n n Refer to pick hole chart to determine the volume from each hole Multiply the number of holes times the flow rate times the duration of the spill to determine spill volume Estimated Flows thru Manhole Cover Vent Holes and Pick Holes for SSO estimating Hole Dia. Area Coeff.of Vel. Coeff. Of Cont. C Water Ht Water Ht Water Ht Q Q Q inches sq.ft. Cv Cc Cv z Cc inches inches feet cfs 913m gph Vent Hole 0.50 0.00136 0.945 0.70 0.662 1116 th 0.063 0.005 0.0005 0.23 14 0.50 0.00136 0.945 0.70 0.662 118 th 0.125 0.010 0.0007 0.33 20 0.50 0.00136 0.945 0.70 0.662 1/4th 0.250 0.021 0.0010 0.47 28 0.50 0.00136 0.945 0.70 0.662 one half 0.500 0.042 0.0015 0.66 40 0.50 0.00136 0.945 0.70 0.662 3/4 the 0.750 0.063 0.0018 0.81 49 0.50 0,00136 0.945 0.70 0.662 1 inch 1.ODD 0.083 0.0021 0.94 5C Vent Hole, 0.75 0.00307 0.955 0.67 0.640 Ill 6lh 0.063 0.005 0.0011 0.51 31 0.75 0.00307 0.955 0.67 0.640 118 th 0.125 0.010 0.0016 0.72 43 0.75 0.00307 0.955 0.67 0.640 1/4 th 0.250 0.021 0.0023 1.02 61 0.75 0.00307 0.955 0.67 0.640 one half 0.500 0.042 0.0032 1.44 87 0.75 0.00307 0.955 0.67 0.640 314 the 0.750 0.063 0.0039 1.77 106 0.75 0.00307 0.955 0.67 0.640 1 inch 1.000 0.083 0.0045 2.04 122 Vent Hole l 1.00 0.00545 0.960 0.65 0.624 1116 th 0.063 0.005 0.0020 0.88 53 1.00 0.00545 0.960 0.65 0.624 l/8th 0.125 0.010 0.0028 1.25 75 1.00 0.00545 0.960 0.65 0.624 1/4th 0.250 0.021 0.0039 1.77 106 1.00 0.00545 0.960 0.65 0.624 one half 0.5w 0.042 0.0056 2.50 150 1.00 0.00545 0.960 0.65 0.624 3/4 the 0.750 0.063 0.0068 3.06 184 1.00 0.00545 0.960 0.65 0.624 1 inch 1.000 0.083 0.0079 3.54 212 Pick Hole semicircular area I 1.00 0.00273 0.960 0.65 0.624 1/16th 0.063 0.005 0.0010 0.44 27 1.00 0.00273 0.960 0.65 0.624 1/8th 0.125 0.010 0.0014 0.63 38 1.00 0.00273 0.960 0.65 0.624 1/4 th 0.250 0.021 0.0020 0.89 53 1.00 0.00273 0.960 0.65 0.624 one half 0.5m 0.042 0.0028 1.25 75 1.00 0.00273 0.960 0.65 0.624 3/4 the 0.750 0.063 0.0034 1.53 92 1.00 0.00273 0.960 0.65 0.624 1 inch 1.000 0.083 0.0039 1.77 106 1.00 0.00273 0.960 0.65 0.624 1-1/2 inch 1.500 0.125 0.0048 2.17 130 1.00 0.00273 0.960 0.65 0.624 2 inches 2.000 0.167 0.0056 2.51 150 SPIES ESTIMATION METHODS To determine the spill volume of a spill from around the rim of the manhole cover Find the area of the gap (diameter of the cover from the diameter of the inside of the ring) rt Find the velocity (ft/sec) of the spill by measuring the height of the sewage plume + Area times the velocity (ft/sec) times the duration of the spill times (448.8 for gpm/cfs) equals the total spill volume in gallons SPIES ESTIMATION METHODS -- One inch vertical plume = 2ft/sec Two inch vertical plume = 3 . 3 ft/sec Three inch vertical plume = 4. 0 ft/sec Four inch vertical plume = 4 . 6 ft/sec Five inch vertical plume = 5 . 2 ft/sec Six inch vertical plume = 5 . 7 ft/sec HEIGHT TO BE MEASU REO TABLE 'A' FCTIMATFBI SRf] FI nW n11T nF MIH WITH rf)VFR IN PI ACF IA" myFR RB" CnVFR Height of Min.Sewer Height of Min.Sewer spout above S S O FLOA size in which spout above S S O FLOA size in whin M/H rim a these flows MIH 0m these Bows nllO 114 1 0.001 1/4 1 0.002 12 3 0.004 12 4 0.006 314 6 0.008 3/4 8 0.012 1 9 0.013 1 13 0.019 11/4 12 0.018 11/4 18 0.026 112 16 0.024 112 24 0.035 1314 21 0.030 1314 31 0.044 2 25 0.037 2 37 0.054 2114 31 0.045 2114 45 0.065 212 38 0.054 21/2 55 0.079 2 3/4 45 0.065 2 314 66 0.095 3 54 0.077 3 78 0.113 31/4 64 0.092 31/4 93 0.134 312 75 0.107 312 109 0.157 3 314 87 0.125 3 314 127 0.183 4 100 0.145 4 147 0.211 4 114 115 0.166 4 114 169 0 243 412 131 0.189 412 192 0.276 4 314 148 0.214 4 3/4 217 0.312 6' 5 106 0.240 5 243 0.350 51/4 185 0.258 51/4 270 0.389 512 204 0.294 51/2 299 0.430 5 3/4 224 0.322 S. 5 3/4 327 0.471 6 244 0.352 6 357 0.514 6114 205 0.382 8114 387 0.558 8' 812 286 0.412 612 419 0.603 6 314 308 0.444 6 3/4 451 0 849 7 331 0.476 7 483 0.695 7IA 354 0.509 71/4 517 0.744 712 377 0.543 71/2 551 0.794 7 314 401 0.578 8' 7 314 587 0.845 10' 8 426 0.613 8 622 0.896 81/4 451 0.649 81/4 659 0.949 812 476 0.688 812 697 1.003 8 3/4 502 0.723 8 3/4 734 1.057 9 $ 9 0.761 9 1 773 1.113 SPILL ES ATIOly METHODS __ To determine the spill volume of a spill from a manhole without a cover Find the area of the manhole opening (Area = 3. 14 132) Find the velocity (ft/sec) of the spill by measuring the height of the sewage plume C HEIGHT TO BE MEASURED a + Area times the velocity (ft/sec) times the duration of the spill times (448.8 gpm/cfs) equals the total spill volume in gallons. TABLE 'B' FS'TIMATFn s-qn Fi (3W nl IT nF MIN WIT14 r-aym RPM VFn 2A" FRAMF 3R" FRAMF Water Min.Sewer Water Min.Sewer Height above S S O FLOW size in which Height above S S O FLOW size in which M/H frame these lbws WH frame 0 these Bows 118 28 0.04 its 49 0.07 114 62 0.09 114 111 0.18 318 111 0.16 3I8 187 0.27 e' 12 160 0.23 12 271 0.39 5/3 215 0.31 6' 518 361 0.52 8' 3/4 354 0.51 8' 314 458 0.68 718 569 0.82 10' 718 556 0.8 10' 1 799 1.15 12' 1 660 0.95 12' 1 1R 1,035 1.49 1 118 1,035 1.49 1 114 1,340 1.93 15' 1 1/4 1,486 2.14 15' 13/8 1.860 2.39 1318 1.951 2.81 112 1.986 2.86 112 2.424 3.49 18' 1518 2,396 3.45 18' 15/8 2,903 4.18 1 3/4 2,799 4.03 1 314 3,382 4.87 1 718 3.132 4.51 1 7/8 3.917 5.64 21' 2 3,444 4.96 21' 2 4,458 6.42 2118 3,750 5.4 2113 5.000 7.2 24' 2114 3,986 574 2114 5,556 8 2318 4,215 6.07 23/8 6,118 8.81 212 4,437 6.39 212 6,764 9.74 2 5A 4,569 6.58 24' 2 518 7.403 10,66 23/4 4,687 6.75 2314 7,972 11.48 30' 2 7/8 4.799 6.91 2 718 8.521 12.27 3 9.062 13.05 3118 9,604 13.83 31/4 10,139 14.6 33/8 10,825 15.3 36' 312 11,097 15.98 35/8 11,569 16.86 3314 12.035 17.33 3 718 12,486 17.98 4 12,861 18.52 4118 13,076 18.83 4 1/4 13,285 19.13 4 134 19! SPILL ESTIMATION METHODS -- To calculate spills in a pressure system (force main ) Flow meter Pump capacity over time (constant run ) Volume pumped from wet well times number of pump cycles (fill and draw) + Minus flow that reached destination if known SPILL EST A-TION METHODS -- Start time can be the most difficult to determine Time of initial notification Witness statements Knock on doors T Telemetry alarms Y Stop time should be accurately recorded by field staff on site SPILL ESTIMATION METHQDS -- Conclusion Accurate spill estimation is more important now than ever before ( most spills are under estimated ) Field personnel gather the data Measurements photos Time t Engineer or supervisor makes the estimate TEST Sanitary Sewer Overflow Response Training Facility at OCSD Nick Arhontes, P. E. `� SANITq Director of Facilities Support Services Dept. 4�JN T�N op Orange County Sanitation District Fountain Valley, California 9or�CfTN6 THE ENV�Qoa��? Oran • ' County Sanitation Why an SSO Training Facility? • Prepare for the real event • Isolated from traffic hazards • Environmentally safe • Assess individual and team skills • Evaluate methods , equipment and materials • Practice, Practice, Practice AE Orange County . . , What is It? • Simulated manhole (vault with cover) • Potable water supply • Street surface • Curb and gutter and catch basin • Storm drainage only to the treatment plant • Constructed at OCSD in 2002 IMF AIL We're here for you. Orange County District Learning Objectives • How to respond • How to contain sewage spills • How to set up traffic control for worker safety • How to estimate flows and volumes • How to control flows • How to clean up • How to document for reporting purposes AIL We're here for you. Orange County District Facility Components • Water supply and metering • Manhole vault with cover • Street surface , gutter, catch basin Alk Orange County . . , Water1 1 Water _ w 1 � Yqi�•]° Fy.� nR �� �,�,� Orange County Sanitation District We re here for you. Manhole Drain Valve • i .:';,;cat �+!',.. .� •.. Manhole �� �,�,� Orange County Sanitation District We re here for you. �y,��� Orange County Sanitation District We're here for you. � ,� Orange County Sanitation District We're here for you. - � Z a _aFlows Down � ,� Orange County Sanitation District We're here for you. Containment Containment Placement Spill • Rubber Sheeting i' b `� �,�' Orange County Sanitation District We re here for you. i. NMI\� • . 7- Orange County Sanitation District We're here for you. Combined Approx. Spill Rate 5.85 gpm p1 ry hole 1 " Dia. 1 /2" high flow _2.5 gpm 3 vent holes 1/2" Dia. 1/2" high flow— { = 2. 1 gpm ?pry hole-semi circle 1 ' Dia. 1/27..hi9h flow. :.. F�0 � ;�,� Orange County Sanitation District We're here for you. Practice Traffic Control - ! j r►► ROAD . FORK AHEAD - -ice SSO 1WashDown Water Clean1 Combination vacuum truck removes ponded material N Fa P _ ' yt- _ a �mny ��� �� Orange County Sanitation District We're here for you. Clean Up - Actual Even t ccont'd, Wash Down and Recover Prepare Field Report "cleaner than you found it" "photograph / document" 4 Orange County Sanitation • for you. SSO Staff Report Documentation ;31 0 ��(} Coo• _ �. hM[ t+- yy,�,� �O Orange County . District We're here for you. y i -- y. ;%Jib Orange County Sanitation District We're here for you. Closeout Activities • Collect and document field data • Assemble and complete the field staff report for management • Enter information into CIWQS • Restock materials as needed • Postmortem with supervision and management on lessons learned • Modify response procedures • More actions if indicated Questions? Nick Arhontes, P. E. jV SANITq Director of Facilities Support Services Dept. ON T 714.593. 7210 narhontes@ocsd .com 9or�CfiN• THE EN�`Q d��r Oran • ' County Sanitation APPENDIX S Risk Management Program Revision Date Revision Date No. Updated No. Updated 0 01/29/07 4 1 5 2 6 3 7 FINANCE DEPARTMENT POLICY AND PROCEDURE Subject: Risk Management Index: Risk Management Program Number., 201-4-1 Effective Date: January 1, 2005 Prepared by., Finance Administration Supersedes: Approved By., 1.0 PURPOSE., It is the expressed intent of the District to establish and operate a comprehensive risk management program in order to protect District assets in as expeditious and cost-effective manner as possible and to reduce to the maximum extent feasible, adverse risk to citizens and employees. 2.0 ORGANIZATIONS AFFECTED: All District departments and employees. 3.0 REFERENCE: Addendum A: Insurance Glossary for OCSD. 4.0 POLICY., The risk management program includes general liability, workers compensation, employee benefits and safety and is developed to support the following objectives: 4.1 The District balances risk against the premium cost for insurance coverage for property, including construction, general liability, workers' compensation, performance bond, and boiler& machinery. 4.2 Coverage limits, deductible levels and claims procedures shall be recommended by the risk manager and approved by the Board of Directors. 4.3 Minimize municipal risk and exposure wherever possible. 4.4 Provide the broadest insurance protection reasonably available. 4.5 Finance the cost of risk at the lowest possible level through a combination of education, risk retention and risk sharing. 4.6 Establish and operate an aggressive internal safety program includes provisions wherein each District employee is aware of potential risk exposures and is accountable through the organization for losses the District might incur. 4.7 Wherever possible and practical, continually transfer District liabilities to the other party to the contract and take steps to assure that party is adequately insured. 4.8 Establish a "firm, but fair' policy of handling claims brought against the District. 5.0 DEFINITIONS: For the purpose of this policy statement, several terms are defined below: 5.1 Claims Coordinators: The individuals responsible for processing claims brought against the District. Individuals in the Human Resources Division will be assigned responsibilities for processing workers' compensation claims. Individuals within the Finance Department will be assigned responsibilities for processing all other types of claims against the District. 5.2 Risk Management Program: A comprehensive plan, including procedures, insurance coverage, funding mechanisms, safety programs, contractual liability transfer programs, all of which are combined and coordinated to both protect the District against unexpected losses and provide a sound financial base for funding routine exposures. 5.3 Risk Manager: The individual responsible for managing all insurance- related matters. 5.4 Risk Retention: The dollar amount of risk assumed by the District. 5.5 Risk Sharing: Transfer of risk to other entities either by purchasing coverage or executing appropriate hold harmless agreements. 5.6 Self-Insurance: Assumption of the cost of losses incurred by the District. 5.7 Self-Insured Retention: A large deductible paid by the District. 6.0 PROCEDURE: 6.1 Risk Management Program Structure: Risk management will systematically and continuously identify loss exposures, including but not limited to property, general liability, workers compensation, employee benefits, and safety. These exposures will be analyzed in terms of frequency and severity probabilities and the application of sound risk financing and risk control procedures will be applied so as to deal effectively with these exposures. 6.2 Claim and Incident Reporting 6.2.1 Workers' Compensation Claims - Please refer to Human Resources staff for detailed instructions as to how workers' compensation claims should be reported. 6.2.2 Accident of Property Loss Claims - Within 24 hours or at the start of the next business day after an accident, the appropriate accident report form should be completed and forwarded to the Finance Department. The forms must be completed as carefully and accurately as possible with attention to detail. Information reported will be vital in determining how a claim is adjusted and/or paid and what the District's exposure may or may not be. 6.2.3 Medical and Dental Claims - These claims and coverage limits will be submitted directly to the insurance carrier by the employee in accordance with the plan booklets available in the Human Resources Department. 6.3 Responsibilities 6.3.1 Human Resources - As it pertains to employee coverage and workers' compensation, it is the responsibility of the Human Resources Department to (1)ensure the District is property protected against losses; (2) work with brokers to secure employee coverage needed by the District; (3) audit and monitor broker and claims services; and (4) recommend coverage changes and premium levels to the Board of Directors. It is also the Human Resources Department's responsibility to develop and administer the employee safety programs, (medical and dental plans), coordinate accident and claim reporting requirements, and ensure compliance with state workers' compensation self-insurance laws, and another areas as might involve education or orientation of employees regarding proper use and utilization for the establishment and operation of the District's Safety Committee. 6.3.2 Risk Manager—As it pertains to general liability, all-risk property, and boiler and machinery. It is the responsibility of the Risk Manager to (1) ensure the District is properly protected against losses; (2) work with brokers to secure any property/casualty need by the District; (3) audit and monitor broker and claims services; and (4) recommend coverage changes and premium levels to the Board of Directors. 6.3.3 General Counsel - It is the responsibility of General Counsel to maintain a continual awareness of claims filed against the District and to provide legal counsel and/or legal defense as might be appropriate. 6.3.4 Contracts/Purchasing Manager is responsible for the review of contracts the District may enter into to ensure hold harmless and subrogation clauses are included where appropriate. 6.3.5 Other Department Directors - Other department directors are responsible to: 6.3.5.1 Be aware of the structure of the District's insurance pro- gram; 6.3.5.2 Actively promote the benefits of an aggressive safety program to minimize losses paid directly by the District from its Insurance Funds; 6.3.5.3 Recommend coverage changes or modifications wherein insurance coverage are not felt to be adequate or special coverage are required; 6.3.5.4 Aggressively pursue the assignment of risk to parties the District is contracting with wherever possible and reason- able; 6.3.5.5 Report claims as soon as possible. Investigate claims as indicated or requested; 6.3.5.6 Maintain a general sense of awareness of the risk exposures the District has and the potential high cost of lawsuits that may be being experienced by public entities here and everywhere. 6.3.6 Employees - All employees are required to be aware of District safety programs, accident and incident reporting procedures, hazard reporting procedures, and to be cognizant of the necessity to minimize the risk of loss involved in all District operations. 6.4 Purchasing Insurance Requirements 6.4.1 The District maintains four different levels of purchasing insurance requirements, each requiring the District to be named as additional insured, as follows: 6.4.1.1 Level 1 — Required Insurance Coverage for Service Contracts under$50,000: 6.4.1.1.1 Workers' Compensation Coverage- $1.0 million minimum, including a waiver of subrogation against the District; 6.4.1.1.2 General Liability- $500,000 minimum per occurrence with a $1.0 million minimum aggregate, or $500,000 aggregate separate for an individual contract; 6.4.1.1.3 Auto/Vehicle Liability Insurance- Combined single limit of $1.0 million or alternatively, $500,000 per person for bodily injury and $500,000 per accident for property damage; 6.4.1.1.4 Errors & Omission Insurance (as applicable to design work, technical specifications, and any service provided whereby faulty information could result in bodily injury, personal injury, and/or property damage to the District)- $1.0 million minimum per occurrence. 6.4.1.2 Level 2 — Required Insurance Coverage for Service Contracts over $50,000 and all contracts related to Maritime/Watercraft services: 6.4.1.2.1 Workers' Compensation Coverage- $1.0 million minimum, including a waiver of subrogation against the District and, on contracts for maritime/watercraft services, the standard form policy of coverage is to be used as provided for under the U.S. Longshore and Harbor Workers' Compensation Act and the Jones Act; 6.4.1.2.2 General Liability- $1.0 million minimum per occurrence with a $2.0 million minimum aggregate, or $1.0 million aggregate separate for an individual contract and, on contracts for maritime/watercraft services, the insurance shall include coverage for each of the following hazards: 6.4.1.2.2.1 Broad form property damage; 6.4.1.2.2.2 Severability of interest or cross- liability; 6.4.1.2.2.3 Personal injury- with the ,.employee" exclusion deleted. 6.4.1.2.3 AutoNehicle Liability Insurance- Combined single limit of $2.0 million or alternatively, $1.0 million per person for bodily injury and $1.0 million per accident for property damage. 6.4.1.2.4 Errors & Omission Insurance (as applicable to design work, technical specifications, and any service provided whereby faulty information could result in bodily injury, personal injury, and/or property damage to the District)- $1.0 million minimum per occurrence. 6.4.1.2.5 Hull and Machinery, including collision liability Insurance (on Maritime/Watercraft agreements)- in an amount not less than the market value of the watercraft; 6.4.1.2.6 Protection and Indemnity Insurance (on Maritime/Watercraft agreements)- In an amount not less than the market value of the watercraft, or$300,000, whichever is greater. 6.4.1.3 Level 3 — Required Insurance Coverage for Service Contracts covering hazardous materials removal, such as chemicals, and non-hazardous services such as bio-solids and grit and bar screen residual removal: 6.4.1.3.1 Workers' Compensation Coverage- $1.0 million minimum, including a waiver of subrogation against the District; 6.4.1.3.2 General Liability- Combined single minimum limit of $2.0 million ($5.0 million for removal of hazardous chemicals), or $1.0 million ($2.0 million for removal of hazardous chemicals) minimum per occurrence for bodily injury, including death, personal injury, property damage, and products liability, with $2.0 million minimum general policy aggregate, or alternatively, $1.0 million aggregate separate for an individual contract, and the insurance shall include coverage for each of the following hazards: 6.4.1.3.2.1 Broad form property damage; 6.4.1.3.2.2 Severability of interest or cross- liability; 6.4.1.3.2.3 Personal injury- with the "employee" exclusion deleted; 6.4.1.3.2.4 Premises-Operations for removal of hazardous materials; 6.4.1.3.2.5 Products Liability for removal of hazardous materials. 6.4.1.3.3 Products Liability Insurance (for the removal of hazardous chemicals)- in the minimum amount of $1.0 million. This coverage can be provided either as part of or separate from the General Liability Insurance policy. 6.4.1.3.4 AutoNehicle Liability Insurance- Combined single limit of $2.0 million ($5.0 million for the removal of hazardous chemicals) or, alternatively $2.0 million per person for bodily injury, including death, personal injury and property damage; 6.4.1.3.5 Errors & Omission Insurance (as applicable to design work, technical specifications, and any service provided whereby faulty information could result in bodily injury, personal injury, and/or property damage to the District)- $1.0 million minimum per occurrence. 6.4.1.4 Level 4 — Required Insurance Coverage for Personal Service Agreements (PSA's) and Construction Contract Agreements. 6.4.3 In consultation with the General Counsel, the Contracts/Purchasing Manager may issue a hold harmless agreement in favor of the contractor if the contractor posts professional liability insurance at a level twice that required by the Contracts/Purchasing Manager. 6.4.4 All coverage and insurance certificates, including endorsements to the policy, shall be issued on forms approved by the District. The District shall be listed as "additional insured". APPENDIX U CIP Budget Process Information Revision Date Revision Date No. Updated No. Updated 0 9/30/05 4 1 4/2009 5 2 11/07/11 6 3 7 Budget Calendar Tasks Responsibility Event/Due Date PHASE I-BUDGET PREPARATION CIP—Call for Projects Issued Engineering 10/17/11 CIP—Project Description/Justification and CLR Forms CIP Budget 11/14/11 Submitted to Engineering Planning Coordinators CIP—Training for FY 2012-13 CIP Business Case Jim Burror As Needed Preparation CIP—Project Business Case Preparation CIP Budget 11/14/11 — 11/28/11 Coordinators CIP—Business Cases Submitted to Engineering CIP Budget 11/28/11 Planning Coordinators CIP—Review Project Submittals & Make "Go/No Go" Supervisors/ Managers 12/12/11 — 12/29/11 Decision CIP—Review Project Submittals & Finalize EMT 01/03/12—02/03/12 Preliminary Budget Assumptions Identified Financial Planning 01/06/12 Preliminary Budget Assumptions Presented to EMT Financial Planning 01/09/12 Draft Budget Calendar Presented to EMT Financial Planning 01/09/12 Update to Strategic Initiatives Finalized MT& EMT 01/16/12 Preparation for Budget Kickoff/Training Session: Financial Planning 01/19/12 • Salary and benefits downloaded to Excel worksheets • Develop line item worksheets with mid-year actual expense • Prepare/update budget instruction manual CIP—CIP Database Opened for Input Financial Planning 01/23/12 CIP - Budget Preparation Training (CIP Database) Financial Planning As Needed Budget Kickoff/Training Session: Financial Planning 01/24/12 • Distribute budget manual update • Conduct budget training session • Distribute budget worksheets for each division including - Prior year actual, Current year budget, and Six months of current year actual amounts Operating Divisional Budgets: New Position/Additional Divisional Budget 02/06/12 Employee Decision Packages Due to Financial Coordinators Planning (Edith Smith, Ext. 7568) Operating Divisional Budgets: Equity Adjustment& Divisional Budget 02/06/12 Position Reclassification Decision Packages Due to Coordinators Human Resources (Richard Spencer, Ext. 7164) 1 FY 2012-13 & 2013-14 Budget Tasks Responsibility Event/Due Date Operating Budget: Training Request Forms Due to Divisional Budget 02/06/12 Human Resources (Richard Spencer, Ext. 7164) Coordinators Capital Equipment Budget: Vehicle Capital Equipment Divisional Budget 02/06/12 Decision Packages Due to Fleet Services (Chuck Coordinators Forman, Ext. 7647) Capital Equipment Budget: Computer Capital Divisional Budget 02/06/12 Equipment Decision Packages Due to Information Coordinators Technology (Rich Castillon, Ext. 7283) Budget Assumptions Presented to Admin Committee Budget Team 02/08/12 Mid-Year Financial Report to Administration Admin Services 02/08/12 Committee Department CIP—Project Request with Project Information Entered CIP Budget 02/21/12 in CIP Database Completed Coordinators CIP—Request Review—On-Line Supervisors/ Managers 02/21/12—02/24/12 & Department Heads Division Budget Packages Due to Financial Planning: Divisional Budget 02/21/12 • Projection of current year actual operating costs Coordinators • Proposed operating costs for 2012-13 & 2013-14 • Operating Budget Expense Detail • Preliminary Contractual Material & Services Form • Capital equipment decision Packages (other than computer and vehicle decision packages which were due on 02106/12) • New program decision packages (Financial Planning will collate and bind these items— along with salary information - into the Preliminary Division Budget Document for use during the budget review process.) Critical Goals, Strategic Planning and Five Year EMT 02/22/12 Staffing Plan—Steering Committee Meeting Mid-Year Financial Report to Board Finance Department 02/22/12 CIP—Request Finalization and Division Manager Division Managers 02/23/12 Review Completed Complete the Compilation of the Preliminary Division Financial Planning 02/24/12 Budget Document CIP—Request Finalization and Department Approval Department Heads 02/24/12 CIP—New Project Numbers Assigned Planning Division 02/24/12 2 Budget Calendar Tasks Responsibility Event/Due Date CIP—Completed CIP Budget Delivered to Finance CIP Budget 02/27/12 Coordinators PHASE 11 -BUDGET REVIEW Divisional Budgets - Distribution of Preliminary Line Financial Planning 02/27/12 Item Requested Budgets to Department Heads and Managers along with Analysis/Questions for Review CIP- Resource Availability Review Engineering &O&M 02/27/12 CIP- Review Workshop Financial Planning & 02/27/12 Department Heads CIP- Committee Review Operations Committee 03/07/12 Operating Budget- Budget Review Meetings with Financial Planning & 02/29/12—03/07/12 Finance and Department Representatives Department Representatives CIP—General Manager and Designee(s)Approval General Manager 03/08/12 Operating Budget—Recommendations to General Financial Planning 03/12/12 Manager Final Operating Budget—General Manager Review of Financial Planning, 03/14/12—03/20/12 Budget Recommendations GM, & Department Heads Divisional Budgets—Performance Budget Documents Divisional Budget 03/16/12 Due to Financial Planning (Edith Smith): Coordinators • Organization Charts • Performance Results (2011-12) • Performance Measures (2012-13 &2013-14) CIP Schedules Through 2022 Completed Engineering 03/22/12 Divisional Budgets -Completion of Preliminary Budget Financial Planning 03/23/12 and Compilation into Departmental Budgets PHASE III -BUDGET PRESENTATION CIP- Final CIP Budget Document Preparation and Financial Planning 04/12/12 Incorporation into Final Budget Document Initial - Proposed Budget finalized Financial Planning 04/26/12 Initial - Proposed 2012-13 & 2013-14 Budget Financial Planning Ops—06/02/12 Presented to Committees Admin—05/09/12 General Manager's Budget Message Completed General Manager/ 05/02/12 Financial Planning Approval of General Manager's Budget Message General Manager 05/07/12 Final - Proposed Budget to Printer Financial Planning 05/09/12 3 FY 2012-13 & 2013-14 Budget Tasks Responsibility Event/Due Date PHASE IV-BUDGET DELIBERATIONS Final Draft- Proposed 2012-13 &2013-14 Budget Financial Planning Ops—06/06/12 Presented to Committees Admin—06/13/12 Public Hearing & Board Adoption Board of Directors 06/27/12 PHASE V-DISTRIBUTION OF BUDGET Alk, Final line item budget and equipment budgets posted Financial Planning 07/06/12 in H:\ntglobal PHASE VI -BUDGET DEBRIEFING Budget Debriefing E-mail Message Financial Planning 07/13/12 • Global changes that occurred in this year's budget. • Changes since the Departments' original submittal. • Changes that occurred as a result of Board action. • Results of Budget Survey. • Overview of Budget Monitoring with Oracle (JD Edwards) One World Xe Software and review of Budget Coordinator's Responsibility. • Overview of CIP Budget Monitoring. • Suggestions for Budget Process Improvements. 4 APPENDIX V Sample Screen OSCD Website Revision Date Revision Date No. Updated No. Updated 0 9/30/05 4 1 5/1/09 5 2 12/19/11 6 3 7 bl roi�«.auv+v + x I roj" P .i niwo.o-wr�wwo�bww.rwr.a._�w+w c..m�.e.._ 9a•a•cons....s.w.,�..w- q •®- n r• nw• v.n o.+•i- ., about us board of directors openGov student resources residents businesses 4 < we're here r FOR YOU APPENDIX X1 SOP Procedure for Environmental Audit Program Revision Date Revision Date No. Updated No. Updated 0 08/22/11 4 1 5 2 6 3 7 a Orange County Procedure No: TS-ECRA-SOP-011 Sanitation District Path: http://sharepoint/apps/eca p/audit/default .aspx Title: Original Approved by: Division 610: Ed Torres Environmental Auditing Division 620: Jim Colston Program Procedures Division 620: Lisa Rothbart Procedure Revision History Revision Date Approval Reason 0 9/10/08 Original 1 8/17/10 Draft • Updated roles and responsibilities. • Created an Environmental Auditing Program Share Point site. Eliminated audit finding form and replaced it with audit findings spreadsheet 2 8122/11 Draft • Updated roles and responsibilities 1. PURPOSE AND SCOPE Purpose: • Provide independent verification that all divisions and outside contractors are complying with required environmental laws, regulations, and policies. • Determine that permit requirements and standard operating procedures are adhered to. • Provide regulatory information and best management practices (BMPs)to appropriate staff, when requested, during the audit process and audit findings follow-up period. • Help obtain a favorable viewpoint from regulatory agencies and the public. • Reduce liability for non-compliance issues. • Provide management the status of the compliance and conformance with environmental programs. Scope: 1 • Environmental audits shall encompass federal, state, and local regulations and Orange County Sanitation District (Sanitation District) BMPs relating to the environmental field. • Environmental Audits include: o Air Quality—TitleV o Air Quality— Contractor o Hazardous Waste o NPDES Permit o NPDES Monitoring & Reporting Program o Ocean Monitoring o Storm Water o Underground Storage Tanks (UST) o Waste Discharge Requirements (WDR) o Environmental Compliance Awareness Program (ECAP) 2. OBJECTIVES A. Determine whether the organization is in compliance with environmental regulations including permits, reporting requirements, and company directives, policies, standards and procedures. B. Evaluate the effectiveness of management systems that are in place to manage the organization's risks and ensure compliance. C. Identify opportunities where waste can be minimized and pollution eliminated atthe source. D. Review the means of protecting physical assets through loss prevention measures such as management of change and preventative and predictive maintenance. 3. DEFINITIONS A. Audit: A formal, discrete (snapshot) examination of the agency's compliance and conformance status in a defined program area. It includes interviews with staff, investigation and inspection of equipment, records, environmental control systems, testing and analysis procedures, and any other aspect that affects compliance and conformance. B. Audit Finding: Audit Findings require correction or resolution and shall be documented using the Audit Findings Spreadsheet in the Environmental Auditing Program (EAP) Share Point site. Final verification of the response to the audit finding shall be the responsibility of the the Division Manager 2 responsible for the area covered in the finding. Audit findings shall be presented to appropriate management and staff. C. Audit Findings Spreadsheet: A spreadsheet used to document findings or concerns discovered during any audit and record resolutions of those findings. This spreadsheet is included in the EAP Share Point site listed within the ECAP Share Point site. D. BMP: Action or prohibition based on strength of experience, professional recommendation or other non-compliance related source designed to improve specific program area. E. Compliance: Actions mandated or prohibited by permit, regulation or other act of an executive branch governmental agency. F. Conformance: Action or prohibition determined by Sanitation District policies, procedures or practices that are not compliance related. G. EAR: Environmental Auditing Roundtable, a nationally recognized organization involved in the professional advancement of environmental audit programs. H. ECAP — Environmental Compliance Awareness Program I. EMS: Environmental Management System J. EMT: Executive Management Team. The EMT consists of the Sanitation District's Directors, Assistant General Manager and General Manager. K. Internal Audit: An internal audit is an independent appraisal of the Sanitation District's environmental compliance and conformance functions. The objective of an internal audit is to assist District staff in performing their responsibilities more effectively. It is conducted by a third party certified lead auditor. L. Program Manager (PrgMr): An OCSD employee in charge of the Auditing Program and manages third-party auditors contracted by the District to conduct audits. N. Policy: An operating procedure or management directive established by the District. Policies may be written or unwritten. O. Professional Conduct: Environmental audits shall be conducted following the Professional Conduct Code of Ethics set forth by the Environmental Auditing Roundtable (EAR). 3 P. Questionnaire: A set of questions prepared by the auditor before the audit is conducted. Q. Subject Matter Expert (SME): Person in charge of a specific compliance program or area to be audited. R. Task Owner: Person responsible to resolve the finding and post in the Audit Findings Spreadsheet in the Auditing Program Share Point site. S. Third Party Auditor: An outside contractor who is a certified environmental auditor experienced in conducting environmental audits. The third party auditor is in charge of conducting audits and is managed by the OCSD PrgMr. 4. OCSD ROLES AND RESPONSIBILITIES A. Executive Management: Executive management shall support the EAP and the timely approval of funds and staff resources necessary to resolve compliance and conformance findings. B. PrgMr: The PrgMr shall be responsible for finalizing the Scope of Work (SOW)for the audit by coordinating comments from appropriate staff. Manages third-party auditors contracted to perform environmental audits. Determines who is to be interviewed by asking appropriate personnel. Makes request to the ECRA administrative assistant, or Division requesting audit, to schedule interviews and create purchase requisition. The PrgMr shall be responsible for notifying responsible parties, tracking and posting results on the EAP Share Point site. When the PrgMr suspects a potentially serious risk, the manager of the division as well as in ECRA shall be informed. The determines if the third party auditor possesses the necessary knowledge, skills, ability, and certification to perform the assignment. C. SME: Schedules audit interviews or request Administrative Assistant to schedule interviews. Assures meeting invites are accepted. Sends e-mail to staff to be interviewed with an explanation of pending audit. D. Division 620 Administrative Assistant: Schedules meetings and interviews, when requested. E. Third Party Auditor: While conducting an audit, the auditor will provide analyses, appraisals, recommendations, and information concerning the activities reviewed. F. Audited Divisions: Audited divisions are expected to review, edit and comment on the Scope of Work or Request for Proposals (RFPs). Answer questions posed by the auditor and to comply with information requests to provide records, documentation and equipment for review. The audited 4 divisions will verify the accuracy of any audit findings received and implement resolutions to the problems identified and notify the PrgMr once the findings have been resolved. G. Task Owner: Accepts or does not accept findings. If accepts, informs the PrgMr of his/her schedule to resolve the findings. Task owner posts root cause analysis, corrective action and date of resolution into the Environmental Auditing spreadsheet and closes task in the EAP Share Point site. If the task owner does not accept a finding, post reasons in Environmental Auditing Findings spreadsheet and closes task in EAP Share Point site. H. Division Managers: Follows up with their staff, who has been designated a task owner, to assure he/she has resolved a finding, populated it into the EAP Share Point site and closed the task. The responsible manager may ask for clarification, resolve the issue immediately, or propose a schedule for resolution. I. Division 230, Purchasing: Finalize the SOW or RFP, send out the Request for Bid or Request for Proposals to appropriate contractors, maintains list of contractors, check references and checks for appropriate certifications. Procures the third party auditor/CONTRACTOR. J. Legal: Legal review of audit documents or findings will only occur under exceptional circumstances on an "as needed" basis. 5. PROCEDURES FOR THIRD PARTY AUDIT Task Task Responsible No. I Reviews the Audit Schedule and determine what audits Audit Program Manager should be completed. Confirms decision with ECRA (PrgMr) management. 2 Notifies appropriate division's manager of pending audit and PrgMr request them to notify appropriate staff. 3 Notifies Purchasing of pending audit and whether it will be a PrgMr Request for Bid,Request for Proposal,or Sole Source. It is usually a RFB. 4 Create Draft SOW and sends to appropriate people PrgMr (including manager,supervisor and SME). Provide 2 week turnaround. Works with Purchasing as needed. 5 Reviews and edits SOW. Sends comments back to Audit SME,Supervisor,Manager Program Manager 6 Consolidates comments into SOW PrgMr 7 Finalizes SOW and sends to Division being audited PrgMr Administrative Assistant. Requests Administrative Assistant 5 to complete Purchase Re uisition (PR. 8 Completes PR and obtains approval Division being audited Administrative Assistant 9 Approves PR Su ervisor or mana er 10 Sends PR and final SOW to Purchasing Administrative Assistant 11 Notifies PrgMr that PR and SOW has been submitted to Administrative Assistant Purchasing. 12 Kees Supervisor and SME updated on bid/RFP progress PrgMr 13 Reviews findings from previous audit(if one exists.) PrgMr,SME 14 Procures third party auditor and notifies PrgMr. Purchasing 15 Notifies appropriate staff that third party auditor has been PrgMr hired 16 Sets up kick off meeting with staff and third party auditor. PrgMr 17 Sets up interviews with staff,third party auditor and PrgMr SME 18 Attends all interviews. PrgMr 19 Manages third party auditor to assure SOW is being adhered PrgMr to within budget and signs off on invoices. 20 Puts findings spreadsheet(from CONTRACTOR)into PrgMr SharePoint site,confirms task owners(person responsible to resolve the finding)and asks task owners to provide a date they expect in resolve finding. If none provided by task owner,will give them anticipated deadline. 21 Inputs root cause analysis,the corrective action,and date Task Owner that corrective action completed. 22 Closes task Task Owner 23 Assures findings are resolved,tasks are completed and Manager,supervisor or closed. SME 24 Populates finding spreadsheet with resolution,dates, SME or task owner corrective action,and root cause analysis. 6. CONTRACTOR for a third-party audit should normally include the following Components: • Kick off meeting with Appropriate Personnel • Orientation tour (if required) • Records/documentation review • Developing questionnaires • Staff interviews • Physical inspection of facilities and site • End of day summary reviews with PrgMr • Filling out Audit Findings Spreadsheet • Final closing meeting to present findings, agree to responsible division(s), and a schedule to resolve findings/recommendations • Draft Audit Report and draft findings spreadsheet. • Final Audit Report and final finding spreadsheet that includes comments from District staff. 6 6. RELATED DOCUMENTS (included in EAP Share Point site) A. Audit Findings Spreadsheet B. Audit Schedule C. Final Audit Reports D. SOWs 7. REFERENCES A. Professional Conduct Code of Ethics by the Environmental Auditing Roundtable K. Cahill, Lawrence B., Environmental Audits, 1996 C. BEAC Performance and Program Standards for the Professional Practice of Environmental, Health and Safety Auditing. APPENDIX X2 Audit Finding Spreadsheet Template Revision Date Revision Date No. Updated No. Updated 0 08/22/11 4 1 5 2 6 3 7 ORANGE COUNTY SANITATION DISTRICT AUDIT FINDINGS SPREADSHEET Audit Title MARCH,2011 AUDIT PERFORMED BY: Auditor,Organization contact (person *005D Finding Type: Optionsars: 1) Previous Third Party Auditor responsible Manager *Estimated *Date Corrective *Date Corrective Compliance 2)Conformance or Finding? Recommended Correction Name of *Responsible for or cause/reason for *OCSD Corrective Action Expected to Action Actually No. Descripton of Finding 31 Management System quote the Requirement (yes or no) Action Auditor Division resolution) Supervisor finding Action(CA) be Completed Completed *To be filled out by OCSD Task Owner APPENDIX Y Audit Closeout Memo Revision Date Revision Date No. Updated No. Updated 0 12/19/11 4 1 5 2 6 3 7 4? ORANGE COUNTY SANITATION DISTRICT Memorandum DATE: December 19, 2011 SUBJECT: Memo Closing Out the October 17, 2010 Audit of OCSD's Sewer System Management Plan On October 17, 2010, OCSD received the findings from the audit of the Sewer System Management Plan (SSMP) by RMC, the contracted audit firm. OCSD has drafted revisions to the SSMP. In January, the draft will be made available to the public for comment, and the final version will be presented to the OCSD Board of Directors for approval. The SSMP has been updated to address many of the audit findings and recommended changes, as well as modifications to reflect OCSD's current organizational practices and structure. Some of the more significant changes include: • Expanded description of the Renewal and Replacement Process (Chapter 5 and Appendix J), • Revised Asset Management Improvement Program (Appendix H) • Presentation of a concise program organization (Chapter 3 and Appendix C), • Further explanation of the Fats, Oil, and Grease Program, and the relationship with member cities and agencies (Chapter 8 and Appendices G2 and G3), • Addition of procedures related to sewer maps and data maintenance (Appendices K1, K2, and K3), • The addition of several methods to calculate SSOs (Appendix R), • Added language on program monitoring and measurement (Chapter 10), • Clarification of the requirements of the auditor and timing of the next audit(Chapter 11 and Appendices X1 and X2), ■ Updates to the Communication process due to changes in OCSD's website (Chapter 12 and Appendix V), and • Inclusion of audit closeout memo (Appendix Y). The following section summarizes OCSD's response and action for each finding. For additional information on the referenced regulatory section and corrective action completion date, a more detailed spreadsheet is available. Page 2 of 10 December 19, 2011 1. OCSD is not in compliance with all requirements of the WDR. Both items (Organizational Chart and Rehabilitation and Replacement Plan) have been updated. The revised SSMP will be approved by the OCSD Board of Directors on March 28, 2012. 2. The organization charts referred to in the document and included in Appendix C do not sufficiently identify names, numbers, and responsibilities for implementing specific measures of the SSMP program. The organizational chart has been revised and narrative added better show specific responsibilities. 3. Section 5.3 of the SSMP refers to a memorandum of the R&R process in Appendix J. This document is only included in outline form and is incomplete. It should be written to address all of the requirements of the WDR regarding the development of a Rehabilitation and Replacement Plan. The Rehabilitation and Replacement Plan has been updated and included in Appendix J. The revisions address the issues raised by the auditor. 4. Contractors performing work in the Tustin area were found to have quality issues based on quality control performance and collection system performance (occurrence of SSOs and blockages in the Tustin area on sewers cleaned on 12-month and 18-month schedule). This implies a potential lack of technical skills and abilities in performing sewer cleaning. The current OCSD sewer cleaning contract does not require the contractor sewer crew leader to have any certification or proof of proficiency at performing sewer cleaning. The contract asks for a minimum two-pass cleaning at a maximum 40 feet per second using a standard nozzle. If a pipe with heavy roots or hardened grease is not required to be addressed using special tools, then it is possible for the contractor crew to perform two passes using the standard nozzle and upon seeing no roots, grease, or debris can mark the sewer as cleaned according to the contract. This is a potential source of poor cleaning quality. The specific contractor performance problem was addressed and the contractor was replaced. Current regulations do not require CWEA certification, and OCSD believes that the contract terms allowed for us to address issues of quality or performance. Terms of the contract may be revised at the time of contract renewal. The State Water Resources Control Board recently declined to require CWEA certification for operators of collection systems. OCSD plans to follow the State's lead. Lack of performance is addressed under current contract terms. OCSD may revisit the issue as contract terms end and new contracts entered. 5. The Collection System O&M Division is currently responsible for several near-term initiatives (within next 5 years)to improve business processes, information systems, SSMP updates, and SSMP implementation. These initiatives represent a significant technical workload beyond the current technical resource capability of the Collection System O&M Division. For near-term needs, resources have been secured to complete assigned projects or tasks to address referenced initiatives including outside contractors (e.g. Maximo). OCSD constantly evaluates & addresses staffing needs as workloads change, and it is part of OCSD's annual budget process. During fiscal year 2012-13, OCSD has a goal of transferring local sewers to member agencies. Since this will impact staffing for the Collection Facilities O&M staff, an outside consultant will likely be hired to conduct this evaluation in two to three years. (Note: D.13 iv(b)does not match this requirement perhaps it is D.9). Page 3 of 10 December 19, 2011 6. The sewer cleaning and sewer inspection schedules currently set up in Cassworks are not in alignment with strategy and priority that the Collection System O&M Division wants to perform this work. This is causing work order management and documentation issues. Sewer cleaning and inspection schedules have been realigned to match the Collection Facilities O&M strategy/priority. Work orders within CMMS were redone to align cleaning and inspection schedules with the goals of the Collection Facilities O&M Division. Procedures to manage and track work orders have also been revised to improve control and efficiency. Both will be carried over into the Maximo software. 7. Sewer cleaning contractor work activities are not currently tracked by asset in the CMMS. Identification of which contractor performed work,date work performed, and outcomes of the cleaning activity are not documented in the CMMS by asset. Contractor sewer cleaning is now tracked using CMMS. Work orders covering contractor sewer cleaning are issued and tracked following the same procedures used for Collections staff. 8. SSO response documents do not address overflows from pump stations and force mains. Overflows from these locations can create significant volumes of sewage in a short amount of time and benefit from having contingency plans in place in the event of a failure. There is no difference in response plan for pump station spills other than the cause is different. Separate SSO emergency response plans for each pump station or force main are not needed. OCSD's standard station emergency response procedures includes OCSD's SSO Emergency Response Plan. Each station has been profiled as to its criticality. Factors include upstream storage, staff response time, station capacity, surrounding environment, etc. Features were included in its design, construction &operation to minimize the risk of a SSO. 9. SSO emergency response documents do not include protocols for water quality sampling, dealing with claims,and protocols for performing and documenting failure analysis. The procedure for estimating SSO volume is also incomplete and should include at least three methods for estimating SSO volume along with guidance for taking measurements when needed. The documents do not include a summary or list of emergency response equipment available. COMPLETE: 1) Sampling protocol are not required as OC Health Care Agency is responsible. 2) SSO volumes are estimated by 3 methods: Geometric size(WxLxD), Flowrate (QxT), and Simulation (OCSD's training facilities). Multiple methods are included in the SSMP appendices. 3) The list of emergency equipment in now included in Appendix 12. Collection Facilities O&M work group does not have any dedicated emergency response equipment.All vehicles and equipment are available at anytime for emergency response. Maintenance is according to Fleet Service Division's regular schedule. 10. The SSMP does not document the agreements between OCSD and cities performing FOG control inspections on behalf of OCSD and whether the approach utilized by other entities performing FOG control inspections differs from OCSD's program documented in the SSMP. In the SSMP, OCSD will better document the relationships with cities and other entities performing FOG inspections,however, OCSD's Environmental Compliance Division disagrees with the premise that cities are performing FOG control inspections on its behalf. OCSD does not rely on the FOG control inspections of other cities or sewer agencies to implement its FOG control strategy. The FOG Control Program stands alone as an effective control effort, without the contribution of individual city or sewer agency FOG control inspections. A Food Service Establishment(FSE) that discharges directly to a large OCSD trunkline, and is not having an Page 4 of 10 December 19, 2011 impact on the collection system, is not a concern or cause for alarm. It is coincidental to OCSD if a city or sewer agency happens to include a direct OCSD discharger in any of their FOG control efforts. The rationale for not regulating all direct FOG dischargers outside of the primary area of responsibility is fourfold: 1) Since the inception of the FOG Control Program, there have been no SSO incidents or trouble spots on large trunklines attributed to FSEs. 2) Permitting FSEs in any city that already has a FOG program creates a two tiered program with different requirements/permit fees within the same city. This uneven regulatory burden is confusing to the business community, can lead to a duplication of effort and jurisdictional conflicts, and can create animosity within the regulated community. 3) The majority of member cities and agencies have already implemented FOG control programs as apart of their WDR plans. Their programs have implemented many of the OCSD FOG control elements, and most have included the entire FSE population of their respective jurisdiction in their regulatory efforts. 4) The Orange County Health Care Agency(OCHCA)has an "all or nothing participation approach"to their inspection program. If in the OCHCA program, a city is not allowed to exclude individual FSEs from the inspection requirement. With no way to separate individual FSEs in their jurisdiction, a OCHCA inspection participant would ultimately be billed for inspecting OCSD permittees. Subsequently, an FSE may end up being double billed when duplicate agencies pass their inspection costs along to the permittee in the form of a permit fee or user charge. The majority of trunklines maintained by OCSD are larger than 12"and designed for higher flow, therefore, these lines generally exhibit less FOG accumulation. The small laterals that OCSD owns and maintains are primarily in the City of Tustin and the adjacent unincorporated areas. With few if any large lines being identified as FOG trouble spots, OCSD's Environmental Compliance Division has focused its commercial FOG program on the service area where it has direct responsibility for small lateral maintenance. In order to assist the cities and sewer agencies comply with the FOG control component of the WDR, OCSD worked with the County of Orange to contract the services of the Orange County Health Care Agency(OCHCA)specialists to conduct kitchen BMPs screening inspections as part of their normal duties. OCSD has developed two agreements:a service agreement with the County of Orange/OCHCA and a funding agreement with the participating WDR Co- Permittees. Both agreements are in effect. 11. A District staff member should be assigned to be responsible for the Communication Program of the SSMP, especially with regards to providing the public the opportunity to provide input as the program is implemented or as significant updates are developed. Agreed. Ingrid Hellebrand, Sr. Public Information Specialist, has been assigned to liaise with the Public Affairs Division to ensure needs are met. The public will be solicited for input. 12. The District website does not provide an easy way for a user to find contact information in the case of an SSO. The website does not include a link or page discussing the SSMP and a means for the public to provide input into the SSMP. OCSD is transitioning to a new website and this will be incorporated into the new site when it goes live. This is anticipated to occur by 12131111. 13. The SSMP refers to the Region 4 WDR in several locations. Agreed. These changes have been made to the next revision of the SSMP. Page 5 of 10 December 19, 2011 14. The annual budget development process provides a mechanism for communicating and justifying staffing, equipment, contracting, and other needs to District management for consideration and adoption into the next year's budget. Based on review of the O&M Department Staffing Plan Update 2008-09 through 2011-12, there does not appear to be detailed or sufficient documentation of the analysis leading to the identification of staffing needs identified in the plan. The analysis appears to be performed incrementally for specific activities requiring additional support yet does not take into account the overall allocation of resources within competing programs within Division 870. Agreed that this will be a useful tool for better understanding resource needs and realistic work completion. OCSD will work to establish this in the next budget cycle (by March 31, 2012) to incorporate a holistic analysis including PMs, PDs, CMs, training profiles, overtime to determine Collections staffing requirements. OCSD has a goal to work with cities and sanitary districts to transfer all local sewer facilities to the appropriate city or sanitary district within the next one to two years. Since this will change the staffing needs, OCSD will seek the assistance of a consultant to evaluate staging needs over the next two to five years. The consultant will also address the evaluation identified as Audit Finding No. 5, 15. The organization charts in Appendix C include several organization charts spread throughout the Appendix making it difficult to understand the overall SSMP organization, roles, and responsibilities of staff involved with SSMP elements. This is related to items#1 and#2 and the org chart has been revised to include names, phone numbers, titles, and area of responsibility. The org chart will be reviewed and updated at quarterly SSMP internal stakeholder meetings. 16. Section 4.1(c)of the SSMP states"To ensure access for maintenance, inspection, or repairs for portions of the lateral owned or maintained by the Public Agency OCSD adopted Resolution No. OCSD 07-14: 'Adopting a Policy Regarding Maintenance of Unobstructed Access to District Easements'on June 27, 2007." This statement implies that OCSD owns portions of the laterals. The SSMP has been updated he clarify ownership, and includes the language, "While OCSD does not permit direct lateral connection to its regional sewers, if has been District practice to accept responsibility for maintaining the first four feet of local agency pipelines connecting to OCSD sewers. " 17. Chapter 4 of the SSMP includes a summary of requirements for legal authority. Chapter 4(c) of the SSMP includes a verbiage stating that"The legally binding documents will also ensure that the testing is conducted,and baseline condition assessment is completed for sewer system construction projects...." In Section 4.1(c)of the SSMP it states that"The construction and inspection of new lateral connections and bypass piping facilities is legally enforced through OCSD's connection permit program...:'. It appears that this language is more aligned with Chapter 4(b)and Section 4.1(b)of the SSMP which relate to connections. Agreed. The referenced sections have been moved. 18. Ordinance No. OCSD-25 still references Order R8-2002-0014. Agreed. This will be updated by the Environmental Compliance Division during the next Ordinance revision in fiscal year 2012-13. Page 6 of 10 December 19, 2011 19. The current version of the SSMP refers to Ordinance No. OCSD-37"Establishing OCSD Wastewater Discharge Regulations". This Ordinance has since been repealed and replaced by Ordinance No. OCSD-39. Section 4.1(a)also states that"This Ordinance complies with and meets the minimum legal authority for OCSD required by the General WDR". This statement implies that OCSD intends to only meet minimum requirements. Agreed. This has been updated. 20. The last sentence in Section 4.1(d)of the SSMP states that"These ordinances meet the minimum requirements of the WDR for limiting and/or prohibiting FOG and debris from entering into the OCSD sewer collection system." This sentence implies that the District intends to meet minimum requirements for FOG ordinances and therefore FOG control. This is not a strong message. The text has been modified to more clearly state the message. 21. The statement in Section 4.1(e)of the SSMP does not address the WDR requirement. This section should focus on OCSD's legal authority to enforce to enforce the ordinances and not the means for performing enforcement. The means for performing enforcement should be discussed in other sections of the SSMP or after the legal authority for enforcement of violations are discussed in Section 4.1(e)of the SSMP. Agreed. This has been updated. 22. The SSMP does not document OCSD's process to maintain an up-to-date map of the sanitary sewer system and who is responsible for map updates. It also does not discuss how this information is shared with the Collection System O&M Division and how often the information shared with the O&M Division is updated (i.e., process and timeliness of map book updates if maps are printed). Agreed. Additional information about the roles and responsibilities for electronic mapping have been added to the SSMP appendices. 23. The Preventative Project Maintenance document in Appendix 11 does not: •Specify a timeframe for system-wide cleaning and/or inspection of the entire system, in particular for medium and large sewers. • Discuss the approach of using sonar to determine large diameter sewer cleaning needs. • Include a discussion of the manhole inspection program. • Document the process currently used to plan,schedule, track,and manage sewer cleaning contractor activities. The revised Preventative Project Maintenance(Appendix/1)incorporates the following changes and addresses the finding., 1) Tmmeframe for system-wide cleaning and/or inspection covered. 2) Contractor management covered. 3) Manhole inspection program covered 4) CCTV&manned inspection are the methods used to determine if large diameter line need clean. Sonar maybe used in the future if current methods are inconclusive. 24. Inspection standards are not documented in the SSMP (e.g., standards for performing CCTV inspection). OCSD utilizes NASSCO standards. This is documented in Appendix 11. Page 7 of 10 December 19, 2011 25. Criteria and resources responsible for identification and selection of assets requiring repair, rehabilitation,and replacement are not documented. Appendix J, "CIP Renewal and Replacement Process"has been updated to more thoroughly document the process used to select assets for repair or replacement.Appendix J relays the process used to select assets for repair or replacement. The process includes numerous departments&individuals which can vary with the location of the asset. The criteria can also vary with asset. 26. The SSMP does not include a description of how OCSD manages the performance of entities performing FOG inspections on behalf of OCSD. Chapter 8 of the SSMP has been updated to include responsibilities of each member city. In addition, the agreement between OCSD and OCHCA will be included in the SSMP as an appendix. See Audit finding#10 for further explanation of relationship between OCSD and others performing FOG inspections. 27. Performance indicators for collection system operation and maintenance are focused primarily on production. A new tool, the Safety Scorecard, is now used for all divisions to monitor safety indicators. This, however, is monitored outside of the SSMP and does not need to be incorporated. Checking in-house work by an internal audit team is not feasible at this time due to limited resources. The stakeholders will review indicators on a quarterly basis and propose new ones to meet or improve program objectives. 28. SSOs were not presented in a manner indicating that trends are being identified and illustrated by frequency, location, and volume. SSOs are mapped through the California reporting system. OCSD may incorporate this through in-house mapping in the future and stakeholders will review at recurring team meetings. 29. Update terminology used in Section 6.3 of SSMP. Agreed. Wording has been modified. 30. Add reference to Engineering Department Advisory Council (EDAC) in Section 6.3 of the SSMP. Agreed. Wording has been modified. 31. The current version of the SSMP references older versions of SSO Response documents. The current write-up on the Overflow Emergency Response Plan in Volume I of the SSMP is inadequate. The document simply states the requirements for compliance and then references several outdated documents. The current version of the SSMP is May 2009 yet the latest version of both the ECRA SOP and O&M SOPS are from January 2009 and did not make it into the May 2009 update. The most current Environmental Compliance Division response documents have been included in the SSMP Appendix P. Page 8 of 10 December 19, 2011 32. SSMP does not describe the process used by District to review major development proposals, apply the model as needed to evaluate impact on hydraulic capacity, and update the model and its flows as new information becomes available. The WDR section is specific and requires action(s)for portions of the sanitary sewer system that are experiencing or contributing to an SSO discharge caused by hydraulic deficiency. OCSD is not experiencing SSO discharges caused by hydraulic deficiencies. Therefore, OCSD staff feels that no corrective action should be taken as suggested. 33. The District has invested significant funds to assist member agencies with their 1/1 reduction efforts, but does not monitor the effectiveness of those efforts or attempt to quantify trends in III over time. It is important to the District that peak 1/1 be controlled by the member agencies. Significant increases in peak III could result in additional hydraulic deficiencies that have not yet been identified in the District's trunk sewers, as well as in the District's treatment plants and ocean outfalls. In past evaluations, it has been determined that Rain Dependent Inflow and Infiltration (RDII) is generated within the local sewer systems. OCSD has been proactive to try to reduce RDII to minimize treatment plant expansion needs. This was not in response to SSO's as described in the WDR. OCSD's Cooperative Projects Program attempted to reduce RDII by providing grant funds to local agencies. The program had minimal success reducing RDII and was formally discontinued. OCSD stall can consider funding RDII projects where the will reduce actual OCSD costs. This is because OCSD would be willing to apply a portion of the actual savings towards a grant. No grants have been given since the local agencies were notified of this change in policy. OCSD staff continues to review the local agency SSMP's and sewer master plans. This review includes a review of the local agency activities to monitor and address RDII that OCSD originally identified in the local agencies systems. OCSD flows have dropped over 20% since 2006. OCSD staff believes that this is primarily due to the extended drought and poor economic conditions. Until these conditions are reversed, OCSD staff believes that it would be very difficult, expensive, if not impossible, to find and monitor RDII noted in the past. RDII impacts will likely be reviewed again if flows recover to historic levels. It should be noted that the WDR only requires minimal communication between the local and regional sewer agencies. This communication is conducted through the local WDR working group for OCSD. This group meets monthly and discusses many issues including RDII. Again, the WDR section is specific and requires action(s) for portions of the sanitary sewer system that are experiencing or contributing to an SSO discharge caused by hydraulic deficiency. OCSD is not experiencing SSO discharges caused by hydraulic deficiencies. Therefore, OCSD feel that no corrective action should be taken as suggested. Page 9 of 10 December 19, 2011 34. Based on the work performed for the 2009 Facilities Plan, some of the capacity projects recommended in 2006 have been eliminated or deferred indefinitely on the basis of revisions to flow projections or corrections/changes to the modeled network. However, some projects that were determined in 2006 to present a risk of overflows under current development conditions during a 10-year wet weather event have been deferred indefinitely, even though subsequent modeling analysis has confirmed the original hydraulic deficiency.Although the 2009 Facilities Master Plan calls for those potential deficiencies to be monitored, there is no documentation that any monitoring is being performed. The WDR sections are applicable to OCSD and require long-term planning to avoid future SSO problems due to capacity constraints and will be included in the updated SSMP.As noted, OCSD did conduct a new assessment of 2006 work done by MWH within the 2009 Facilities Master Plan. This update of the model is documented in Volume 3. OCSD staff believes that the updated plan is in compliance with the requirements of the WDR System Evaluation and Capacity Assurance Plan. This is because the report identified hydraulic deficiencies, including pdodtizatfon, alternatives analysis, and schedules. The audit comment about the differences between the 2006 and 2009 report are described in detail in Volume 3 of the 2009 Facilities Master Plan. Please refer to Sections 1.2.1.2 and 1.2.1.3 for the detailed review, system changes, and staff findings for project recommended in the 2006 report. In general, OCSD staff found the following about the projects recommended in the 2006 report., 1)Potential sewer diversion setting could be changes to avoid several of the recommended projects. 2) Sewers surcharging above 2 feet were assumed to need upsizing in the 2006 report and upon further review either surcharging above 2 feet was acceptable or the sewer was designed to operate that way. Thus, a project was not needed. 3) Changes have occurred in the system capacity or operational planning that have eliminated the need for the project. OCSD staff feels that the auditor may not have reviewed this section of the 2009 Facilities Master Plan, as provided. As required, all new information will be included with any update of the SSMP. 35. SSMP and referenced documents are not up to date in documenting the status of capacity enhancement projects that were recommended in the 2006 Strategic Plan Update. In particular, several of these projects have been deferred or eliminated on the basis of additional analysis performed as part of the 2009 Facilities Plan. OCSD has a plan to update the SSMP every 5 years. The last SSMP was prepared on April 24, 2009 and the 2009 Facilities Plan was not yet completed so the most current plan was the 2006 Strategic Plan. This reference has been updated as well as the System Evaluation and Capacity Assurance Plan. 36. Section 11.3 of the SSMP states that audits are conducted by a certified environmental auditor. This audit is not being performed by a certified environmental auditor. Qualifications have been changed to state the auditor needs to be either 1) certified or 2)can demonstrate sufficient expertise in the field being audited, at the discretion of OCSD. Additional updates have been made to the appendices related to audit procedures. Page 10 of 10 December 19, 2011 37. The preventive maintenance work order documentation does not currently have a field and codes for documenting code-based cleaning findings (e.g., heavy, moderate, or light roots, grease, or debris)when sewers are cleaned on a preventive maintenance scheduled work order. No action is required. The PM/WO/CMMS paperwork provides for input as to type and severity of material found during sewer cleaning activities. 38. Collection Facilities O&M Division supervisors are not currently using existing GIS-based tools available for analyzing sewer system maintenance issues. Collections supervisors, leads and senior mechanics are making use of GIS-based tools as they gain experience in their use. 39. Collection System O&M Division is currently collecting manhole inspection data on fors that are not supported by the existing information system processes and condition assessment approach. Better alignment is on-going. CCTV contracts are up for renewal. The requests for proposals will be revised to include manhole inspections. Following this change, manhole data will be collected and recorded in the same manner as pipelines. Manual inspections will continue& the data collected entered into CMMS. 40. SSMP implementation activities and program performance do not appear to be monitored centrally making it difficult to monitor the overall progress and effectiveness of SSMP implementation. Simon Watson shared the Monthly Indicators report and Strategic Plan indicators report for Division 870-Collection Facilities Operations and Maintenance. Although the Monthly Indicators report and Strategic Plan indicators report have performance indicators and monitoring of important indicators of SSMP performance, performance goals for SSMP implementation do not appear to exist for each of the SSMP elements OCSD will begin having quarterly stakeholder meetings for the SSMP. Part of the agenda will address additional needs for performance indicators and review of SSMP documents to determine if updates are needed. 41. SSO response activities are currently documented in two main documents. One plan does not exist for documenting all SSO emergency response activities in an integrated document which has led to several activities missing documentation of protocols. The current OCSD approach is that the IERP(integrated emergency response plan)is the overarching document and it references many sub documents such as the SSO ERP. 42. The District has effectively used the dynamic hydraulic model, but most of the in-house expertise resides with a single individual who no longer works in Engineering Planning. Three people at OCSD are trained and an additional license has been obtained.Additional people skilled in this software would be beneficial as resources permit. APPENDIX X1 SOP Procedure for Environmental Audit Program Revision Date Revision Date No. Updated No. Updated 0 08/22/11 4 1 5 2 6 3 7 a Orange County Procedure No: TS-ECRA-SOP-011 Sanitation District Path: http://sharepoint/apps/eca p/audit/default .aspx Title: Original Approved by: Division 610: Ed Torres Environmental Auditing Division 620: Jim Colston Program Procedures Division 620: Lisa Rothbart Procedure Revision History Revision Date Approval Reason 0 9/10/08 Original 1 8/17/10 Draft • Updated roles and responsibilities. • Created an Environmental Auditing Program Share Point site. Eliminated audit finding form and replaced it with audit findings spreadsheet 2 8122/11 Draft • Updated roles and responsibilities 1. PURPOSE AND SCOPE Purpose: • Provide independent verification that all divisions and outside contractors are complying with required environmental laws, regulations, and policies. • Determine that permit requirements and standard operating procedures are adhered to. • Provide regulatory information and best management practices (BMPs)to appropriate staff, when requested, during the audit process and audit findings follow-up period. • Help obtain a favorable viewpoint from regulatory agencies and the public. • Reduce liability for non-compliance issues. • Provide management the status of the compliance and conformance with environmental programs. Scope: 1 • Environmental audits shall encompass federal, state, and local regulations and Orange County Sanitation District (Sanitation District) BMPs relating to the environmental field. • Environmental Audits include: o Air Quality—TitleV o Air Quality— Contractor o Hazardous Waste o NPDES Permit o NPDES Monitoring & Reporting Program o Ocean Monitoring o Storm Water o Underground Storage Tanks (UST) o Waste Discharge Requirements (WDR) o Environmental Compliance Awareness Program (ECAP) 2. OBJECTIVES A. Determine whether the organization is in compliance with environmental regulations including permits, reporting requirements, and company directives, policies, standards and procedures. B. Evaluate the effectiveness of management systems that are in place to manage the organization's risks and ensure compliance. C. Identify opportunities where waste can be minimized and pollution eliminated atthe source. D. Review the means of protecting physical assets through loss prevention measures such as management of change and preventative and predictive maintenance. 3. DEFINITIONS A. Audit: A formal, discrete (snapshot) examination of the agency's compliance and conformance status in a defined program area. It includes interviews with staff, investigation and inspection of equipment, records, environmental control systems, testing and analysis procedures, and any other aspect that affects compliance and conformance. B. Audit Finding: Audit Findings require correction or resolution and shall be documented using the Audit Findings Spreadsheet in the Environmental Auditing Program (EAP) Share Point site. Final verification of the response to the audit finding shall be the responsibility of the the Division Manager 2 responsible for the area covered in the finding. Audit findings shall be presented to appropriate management and staff. C. Audit Findings Spreadsheet: A spreadsheet used to document findings or concerns discovered during any audit and record resolutions of those findings. This spreadsheet is included in the EAP Share Point site listed within the ECAP Share Point site. D. BMP: Action or prohibition based on strength of experience, professional recommendation or other non-compliance related source designed to improve specific program area. E. Compliance: Actions mandated or prohibited by permit, regulation or other act of an executive branch governmental agency. F. Conformance: Action or prohibition determined by Sanitation District policies, procedures or practices that are not compliance related. G. EAR: Environmental Auditing Roundtable, a nationally recognized organization involved in the professional advancement of environmental audit programs. H. ECAP — Environmental Compliance Awareness Program I. EMS: Environmental Management System J. EMT: Executive Management Team. The EMT consists of the Sanitation District's Directors, Assistant General Manager and General Manager. K. Internal Audit: An internal audit is an independent appraisal of the Sanitation District's environmental compliance and conformance functions. The objective of an internal audit is to assist District staff in performing their responsibilities more effectively. It is conducted by a third party certified lead auditor. L. Program Manager (PrgMr): An OCSD employee in charge of the Auditing Program and manages third-party auditors contracted by the District to conduct audits. N. Policy: An operating procedure or management directive established by the District. Policies may be written or unwritten. O. Professional Conduct: Environmental audits shall be conducted following the Professional Conduct Code of Ethics set forth by the Environmental Auditing Roundtable (EAR). 3 P. Questionnaire: A set of questions prepared by the auditor before the audit is conducted. Q. Subject Matter Expert (SME): Person in charge of a specific compliance program or area to be audited. R. Task Owner: Person responsible to resolve the finding and post in the Audit Findings Spreadsheet in the Auditing Program Share Point site. S. Third Party Auditor: An outside contractor who is a certified environmental auditor experienced in conducting environmental audits. The third party auditor is in charge of conducting audits and is managed by the OCSD PrgMr. 4. OCSD ROLES AND RESPONSIBILITIES A. Executive Management: Executive management shall support the EAP and the timely approval of funds and staff resources necessary to resolve compliance and conformance findings. B. PrgMr: The PrgMr shall be responsible for finalizing the Scope of Work (SOW)for the audit by coordinating comments from appropriate staff. Manages third-party auditors contracted to perform environmental audits. Determines who is to be interviewed by asking appropriate personnel. Makes request to the ECRA administrative assistant, or Division requesting audit, to schedule interviews and create purchase requisition. The PrgMr shall be responsible for notifying responsible parties, tracking and posting results on the EAP Share Point site. When the PrgMr suspects a potentially serious risk, the manager of the division as well as in ECRA shall be informed. The determines if the third party auditor possesses the necessary knowledge, skills, ability, and certification to perform the assignment. C. SME: Schedules audit interviews or request Administrative Assistant to schedule interviews. Assures meeting invites are accepted. Sends e-mail to staff to be interviewed with an explanation of pending audit. D. Division 620 Administrative Assistant: Schedules meetings and interviews, when requested. E. Third Party Auditor: While conducting an audit, the auditor will provide analyses, appraisals, recommendations, and information concerning the activities reviewed. F. Audited Divisions: Audited divisions are expected to review, edit and comment on the Scope of Work or Request for Proposals (RFPs). Answer questions posed by the auditor and to comply with information requests to provide records, documentation and equipment for review. The audited 4 divisions will verify the accuracy of any audit findings received and implement resolutions to the problems identified and notify the PrgMr once the findings have been resolved. G. Task Owner: Accepts or does not accept findings. If accepts, informs the PrgMr of his/her schedule to resolve the findings. Task owner posts root cause analysis, corrective action and date of resolution into the Environmental Auditing spreadsheet and closes task in the EAP Share Point site. If the task owner does not accept a finding, post reasons in Environmental Auditing Findings spreadsheet and closes task in EAP Share Point site. H. Division Managers: Follows up with their staff, who has been designated a task owner, to assure he/she has resolved a finding, populated it into the EAP Share Point site and closed the task. The responsible manager may ask for clarification, resolve the issue immediately, or propose a schedule for resolution. I. Division 230, Purchasing: Finalize the SOW or RFP, send out the Request for Bid or Request for Proposals to appropriate contractors, maintains list of contractors, check references and checks for appropriate certifications. Procures the third party auditor/CONTRACTOR. J. Legal: Legal review of audit documents or findings will only occur under exceptional circumstances on an "as needed" basis. 5. PROCEDURES FOR THIRD PARTY AUDIT Task Task Responsible No. I Reviews the Audit Schedule and determine what audits Audit Program Manager should be completed. Confirms decision with ECRA (PrgMr) management. 2 Notifies appropriate division's manager of pending audit and PrgMr request them to notify appropriate staff. 3 Notifies Purchasing of pending audit and whether it will be a PrgMr Request for Bid,Request for Proposal,or Sole Source. It is usually a RFB. 4 Create Draft SOW and sends to appropriate people PrgMr (including manager,supervisor and SME). Provide 2 week turnaround. Works with Purchasing as needed. 5 Reviews and edits SOW. Sends comments back to Audit SME,Supervisor,Manager Program Manager 6 Consolidates comments into SOW PrgMr 7 Finalizes SOW and sends to Division being audited PrgMr Administrative Assistant. Requests Administrative Assistant 5 to complete Purchase Re uisition (PR. 8 Completes PR and obtains approval Division being audited Administrative Assistant 9 Approves PR Su ervisor or mana er 10 Sends PR and final SOW to Purchasing Administrative Assistant 11 Notifies PrgMr that PR and SOW has been submitted to Administrative Assistant Purchasing. 12 Kees Supervisor and SME updated on bid/RFP progress PrgMr 13 Reviews findings from previous audit(if one exists.) PrgMr,SME 14 Procures third party auditor and notifies PrgMr. Purchasing 15 Notifies appropriate staff that third party auditor has been PrgMr hired 16 Sets up kick off meeting with staff and third party auditor. PrgMr 17 Sets up interviews with staff,third party auditor and PrgMr SME 18 Attends all interviews. PrgMr 19 Manages third party auditor to assure SOW is being adhered PrgMr to within budget and signs off on invoices. 20 Puts findings spreadsheet(from CONTRACTOR)into PrgMr SharePoint site,confirms task owners(person responsible to resolve the finding)and asks task owners to provide a date they expect in resolve finding. If none provided by task owner,will give them anticipated deadline. 21 Inputs root cause analysis,the corrective action,and date Task Owner that corrective action completed. 22 Closes task Task Owner 23 Assures findings are resolved,tasks are completed and Manager,supervisor or closed. SME 24 Populates finding spreadsheet with resolution,dates, SME or task owner corrective action,and root cause analysis. 6. CONTRACTOR for a third-party audit should normally include the following Components: • Kick off meeting with Appropriate Personnel • Orientation tour (if required) • Records/documentation review • Developing questionnaires • Staff interviews • Physical inspection of facilities and site • End of day summary reviews with PrgMr • Filling out Audit Findings Spreadsheet • Final closing meeting to present findings, agree to responsible division(s), and a schedule to resolve findings/recommendations • Draft Audit Report and draft findings spreadsheet. • Final Audit Report and final finding spreadsheet that includes comments from District staff. 6 6. RELATED DOCUMENTS (included in EAP Share Point site) A. Audit Findings Spreadsheet B. Audit Schedule C. Final Audit Reports D. SOWs 7. REFERENCES A. Professional Conduct Code of Ethics by the Environmental Auditing Roundtable K. Cahill, Lawrence B., Environmental Audits, 1996 C. BEAC Performance and Program Standards for the Professional Practice of Environmental, Health and Safety Auditing. APPENDIX X2 Audit Finding Spreadsheet Template Revision Date Revision Date No. Updated No. Updated 0 08/22/11 4 1 5 2 6 3 7 ORANGE COUNTY SANITATION DISTRICT AUDIT FINDINGS SPREADSHEET Audit Title MARCH,2011 AUDIT PERFORMED BY: Auditor,Organization contact (person *005D Finding Type: Optionsars: 1) Previous Third Party Auditor responsible Manager *Estimated *Date Corrective *Date Corrective Compliance 2)Conformance or Finding? Recommended Correction Name of *Responsible for or cause/reason for *OCSD Corrective Action Expected to Action Actually No. Descripton of Finding 31 Management System quote the Requirement (yes or no) Action Auditor Division resolution) Supervisor finding Action(CA) be Completed Completed *To be filled out by OCSD Task Owner APPENDIX Y Audit Closeout Memo Revision Date Revision Date No. Updated No. Updated 0 12/19/11 4 1 5 2 6 3 7 4? ORANGE COUNTY SANITATION DISTRICT Memorandum DATE: December 19, 2011 SUBJECT: Memo Closing Out the October 17, 2010 Audit of OCSD's Sewer System Management Plan On October 17, 2010, OCSD received the findings from the audit of the Sewer System Management Plan (SSMP) by RMC, the contracted audit firm. OCSD has drafted revisions to the SSMP. In January, the draft will be made available to the public for comment, and the final version will be presented to the OCSD Board of Directors for approval. The SSMP has been updated to address many of the audit findings and recommended changes, as well as modifications to reflect OCSD's current organizational practices and structure. Some of the more significant changes include: • Expanded description of the Renewal and Replacement Process (Chapter 5 and Appendix J), • Revised Asset Management Improvement Program (Appendix H) • Presentation of a concise program organization (Chapter 3 and Appendix C), • Further explanation of the Fats, Oil, and Grease Program, and the relationship with member cities and agencies (Chapter 8 and Appendices G2 and G3), • Addition of procedures related to sewer maps and data maintenance (Appendices K1, K2, and K3), • The addition of several methods to calculate SSOs (Appendix R), • Added language on program monitoring and measurement (Chapter 10), • Clarification of the requirements of the auditor and timing of the next audit(Chapter 11 and Appendices X1 and X2), ■ Updates to the Communication process due to changes in OCSD's website (Chapter 12 and Appendix V), and • Inclusion of audit closeout memo (Appendix Y). The following section summarizes OCSD's response and action for each finding. For additional information on the referenced regulatory section and corrective action completion date, a more detailed spreadsheet is available. Page 2 of 10 December 19, 2011 1. OCSD is not in compliance with all requirements of the WDR. Both items (Organizational Chart and Rehabilitation and Replacement Plan) have been updated. The revised SSMP will be approved by the OCSD Board of Directors on March 28, 2012. 2. The organization charts referred to in the document and included in Appendix C do not sufficiently identify names, numbers, and responsibilities for implementing specific measures of the SSMP program. The organizational chart has been revised and narrative added better show specific responsibilities. 3. Section 5.3 of the SSMP refers to a memorandum of the R&R process in Appendix J. This document is only included in outline form and is incomplete. It should be written to address all of the requirements of the WDR regarding the development of a Rehabilitation and Replacement Plan. The Rehabilitation and Replacement Plan has been updated and included in Appendix J. The revisions address the issues raised by the auditor. 4. Contractors performing work in the Tustin area were found to have quality issues based on quality control performance and collection system performance (occurrence of SSOs and blockages in the Tustin area on sewers cleaned on 12-month and 18-month schedule). This implies a potential lack of technical skills and abilities in performing sewer cleaning. The current OCSD sewer cleaning contract does not require the contractor sewer crew leader to have any certification or proof of proficiency at performing sewer cleaning. The contract asks for a minimum two-pass cleaning at a maximum 40 feet per second using a standard nozzle. If a pipe with heavy roots or hardened grease is not required to be addressed using special tools, then it is possible for the contractor crew to perform two passes using the standard nozzle and upon seeing no roots, grease, or debris can mark the sewer as cleaned according to the contract. This is a potential source of poor cleaning quality. The specific contractor performance problem was addressed and the contractor was replaced. Current regulations do not require CWEA certification, and OCSD believes that the contract terms allowed for us to address issues of quality or performance. Terms of the contract may be revised at the time of contract renewal. The State Water Resources Control Board recently declined to require CWEA certification for operators of collection systems. OCSD plans to follow the State's lead. Lack of performance is addressed under current contract terms. OCSD may revisit the issue as contract terms end and new contracts entered. 5. The Collection System O&M Division is currently responsible for several near-term initiatives (within next 5 years)to improve business processes, information systems, SSMP updates, and SSMP implementation. These initiatives represent a significant technical workload beyond the current technical resource capability of the Collection System O&M Division. For near-term needs, resources have been secured to complete assigned projects or tasks to address referenced initiatives including outside contractors (e.g. Maximo). OCSD constantly evaluates & addresses staffing needs as workloads change, and it is part of OCSD's annual budget process. During fiscal year 2012-13, OCSD has a goal of transferring local sewers to member agencies. Since this will impact staffing for the Collection Facilities O&M staff, an outside consultant will likely be hired to conduct this evaluation in two to three years. (Note: D.13 iv(b)does not match this requirement perhaps it is D.9). Page 3 of 10 December 19, 2011 6. The sewer cleaning and sewer inspection schedules currently set up in Cassworks are not in alignment with strategy and priority that the Collection System O&M Division wants to perform this work. This is causing work order management and documentation issues. Sewer cleaning and inspection schedules have been realigned to match the Collection Facilities O&M strategy/priority. Work orders within CMMS were redone to align cleaning and inspection schedules with the goals of the Collection Facilities O&M Division. Procedures to manage and track work orders have also been revised to improve control and efficiency. Both will be carried over into the Maximo software. 7. Sewer cleaning contractor work activities are not currently tracked by asset in the CMMS. Identification of which contractor performed work,date work performed, and outcomes of the cleaning activity are not documented in the CMMS by asset. Contractor sewer cleaning is now tracked using CMMS. Work orders covering contractor sewer cleaning are issued and tracked following the same procedures used for Collections staff. 8. SSO response documents do not address overflows from pump stations and force mains. Overflows from these locations can create significant volumes of sewage in a short amount of time and benefit from having contingency plans in place in the event of a failure. There is no difference in response plan for pump station spills other than the cause is different. Separate SSO emergency response plans for each pump station or force main are not needed. OCSD's standard station emergency response procedures includes OCSD's SSO Emergency Response Plan. Each station has been profiled as to its criticality. Factors include upstream storage, staff response time, station capacity, surrounding environment, etc. Features were included in its design, construction &operation to minimize the risk of a SSO. 9. SSO emergency response documents do not include protocols for water quality sampling, dealing with claims,and protocols for performing and documenting failure analysis. The procedure for estimating SSO volume is also incomplete and should include at least three methods for estimating SSO volume along with guidance for taking measurements when needed. The documents do not include a summary or list of emergency response equipment available. COMPLETE: 1) Sampling protocol are not required as OC Health Care Agency is responsible. 2) SSO volumes are estimated by 3 methods: Geometric size(WxLxD), Flowrate (QxT), and Simulation (OCSD's training facilities). Multiple methods are included in the SSMP appendices. 3) The list of emergency equipment in now included in Appendix 12. Collection Facilities O&M work group does not have any dedicated emergency response equipment.All vehicles and equipment are available at anytime for emergency response. Maintenance is according to Fleet Service Division's regular schedule. 10. The SSMP does not document the agreements between OCSD and cities performing FOG control inspections on behalf of OCSD and whether the approach utilized by other entities performing FOG control inspections differs from OCSD's program documented in the SSMP. In the SSMP, OCSD will better document the relationships with cities and other entities performing FOG inspections,however, OCSD's Environmental Compliance Division disagrees with the premise that cities are performing FOG control inspections on its behalf. OCSD does not rely on the FOG control inspections of other cities or sewer agencies to implement its FOG control strategy. The FOG Control Program stands alone as an effective control effort, without the contribution of individual city or sewer agency FOG control inspections. A Food Service Establishment(FSE) that discharges directly to a large OCSD trunkline, and is not having an Page 4 of 10 December 19, 2011 impact on the collection system, is not a concern or cause for alarm. It is coincidental to OCSD if a city or sewer agency happens to include a direct OCSD discharger in any of their FOG control efforts. The rationale for not regulating all direct FOG dischargers outside of the primary area of responsibility is fourfold: 1) Since the inception of the FOG Control Program, there have been no SSO incidents or trouble spots on large trunklines attributed to FSEs. 2) Permitting FSEs in any city that already has a FOG program creates a two tiered program with different requirements/permit fees within the same city. This uneven regulatory burden is confusing to the business community, can lead to a duplication of effort and jurisdictional conflicts, and can create animosity within the regulated community. 3) The majority of member cities and agencies have already implemented FOG control programs as apart of their WDR plans. Their programs have implemented many of the OCSD FOG control elements, and most have included the entire FSE population of their respective jurisdiction in their regulatory efforts. 4) The Orange County Health Care Agency(OCHCA)has an "all or nothing participation approach"to their inspection program. If in the OCHCA program, a city is not allowed to exclude individual FSEs from the inspection requirement. With no way to separate individual FSEs in their jurisdiction, a OCHCA inspection participant would ultimately be billed for inspecting OCSD permittees. Subsequently, an FSE may end up being double billed when duplicate agencies pass their inspection costs along to the permittee in the form of a permit fee or user charge. The majority of trunklines maintained by OCSD are larger than 12"and designed for higher flow, therefore, these lines generally exhibit less FOG accumulation. The small laterals that OCSD owns and maintains are primarily in the City of Tustin and the adjacent unincorporated areas. With few if any large lines being identified as FOG trouble spots, OCSD's Environmental Compliance Division has focused its commercial FOG program on the service area where it has direct responsibility for small lateral maintenance. In order to assist the cities and sewer agencies comply with the FOG control component of the WDR, OCSD worked with the County of Orange to contract the services of the Orange County Health Care Agency(OCHCA)specialists to conduct kitchen BMPs screening inspections as part of their normal duties. OCSD has developed two agreements:a service agreement with the County of Orange/OCHCA and a funding agreement with the participating WDR Co- Permittees. Both agreements are in effect. 11. A District staff member should be assigned to be responsible for the Communication Program of the SSMP, especially with regards to providing the public the opportunity to provide input as the program is implemented or as significant updates are developed. Agreed. Ingrid Hellebrand, Sr. Public Information Specialist, has been assigned to liaise with the Public Affairs Division to ensure needs are met. The public will be solicited for input. 12. The District website does not provide an easy way for a user to find contact information in the case of an SSO. The website does not include a link or page discussing the SSMP and a means for the public to provide input into the SSMP. OCSD is transitioning to a new website and this will be incorporated into the new site when it goes live. This is anticipated to occur by 12131111. 13. The SSMP refers to the Region 4 WDR in several locations. Agreed. These changes have been made to the next revision of the SSMP. Page 5 of 10 December 19, 2011 14. The annual budget development process provides a mechanism for communicating and justifying staffing, equipment, contracting, and other needs to District management for consideration and adoption into the next year's budget. Based on review of the O&M Department Staffing Plan Update 2008-09 through 2011-12, there does not appear to be detailed or sufficient documentation of the analysis leading to the identification of staffing needs identified in the plan. The analysis appears to be performed incrementally for specific activities requiring additional support yet does not take into account the overall allocation of resources within competing programs within Division 870. Agreed that this will be a useful tool for better understanding resource needs and realistic work completion. OCSD will work to establish this in the next budget cycle (by March 31, 2012) to incorporate a holistic analysis including PMs, PDs, CMs, training profiles, overtime to determine Collections staffing requirements. OCSD has a goal to work with cities and sanitary districts to transfer all local sewer facilities to the appropriate city or sanitary district within the next one to two years. Since this will change the staffing needs, OCSD will seek the assistance of a consultant to evaluate staging needs over the next two to five years. The consultant will also address the evaluation identified as Audit Finding No. 5, 15. The organization charts in Appendix C include several organization charts spread throughout the Appendix making it difficult to understand the overall SSMP organization, roles, and responsibilities of staff involved with SSMP elements. This is related to items#1 and#2 and the org chart has been revised to include names, phone numbers, titles, and area of responsibility. The org chart will be reviewed and updated at quarterly SSMP internal stakeholder meetings. 16. Section 4.1(c)of the SSMP states"To ensure access for maintenance, inspection, or repairs for portions of the lateral owned or maintained by the Public Agency OCSD adopted Resolution No. OCSD 07-14: 'Adopting a Policy Regarding Maintenance of Unobstructed Access to District Easements'on June 27, 2007." This statement implies that OCSD owns portions of the laterals. The SSMP has been updated he clarify ownership, and includes the language, "While OCSD does not permit direct lateral connection to its regional sewers, if has been District practice to accept responsibility for maintaining the first four feet of local agency pipelines connecting to OCSD sewers. " 17. Chapter 4 of the SSMP includes a summary of requirements for legal authority. Chapter 4(c) of the SSMP includes a verbiage stating that"The legally binding documents will also ensure that the testing is conducted,and baseline condition assessment is completed for sewer system construction projects...." In Section 4.1(c)of the SSMP it states that"The construction and inspection of new lateral connections and bypass piping facilities is legally enforced through OCSD's connection permit program...:'. It appears that this language is more aligned with Chapter 4(b)and Section 4.1(b)of the SSMP which relate to connections. Agreed. The referenced sections have been moved. 18. Ordinance No. OCSD-25 still references Order R8-2002-0014. Agreed. This will be updated by the Environmental Compliance Division during the next Ordinance revision in fiscal year 2012-13. Page 6 of 10 December 19, 2011 19. The current version of the SSMP refers to Ordinance No. OCSD-37"Establishing OCSD Wastewater Discharge Regulations". This Ordinance has since been repealed and replaced by Ordinance No. OCSD-39. Section 4.1(a)also states that"This Ordinance complies with and meets the minimum legal authority for OCSD required by the General WDR". This statement implies that OCSD intends to only meet minimum requirements. Agreed. This has been updated. 20. The last sentence in Section 4.1(d)of the SSMP states that"These ordinances meet the minimum requirements of the WDR for limiting and/or prohibiting FOG and debris from entering into the OCSD sewer collection system." This sentence implies that the District intends to meet minimum requirements for FOG ordinances and therefore FOG control. This is not a strong message. The text has been modified to more clearly state the message. 21. The statement in Section 4.1(e)of the SSMP does not address the WDR requirement. This section should focus on OCSD's legal authority to enforce to enforce the ordinances and not the means for performing enforcement. The means for performing enforcement should be discussed in other sections of the SSMP or after the legal authority for enforcement of violations are discussed in Section 4.1(e)of the SSMP. Agreed. This has been updated. 22. The SSMP does not document OCSD's process to maintain an up-to-date map of the sanitary sewer system and who is responsible for map updates. It also does not discuss how this information is shared with the Collection System O&M Division and how often the information shared with the O&M Division is updated (i.e., process and timeliness of map book updates if maps are printed). Agreed. Additional information about the roles and responsibilities for electronic mapping have been added to the SSMP appendices. 23. The Preventative Project Maintenance document in Appendix 11 does not: •Specify a timeframe for system-wide cleaning and/or inspection of the entire system, in particular for medium and large sewers. • Discuss the approach of using sonar to determine large diameter sewer cleaning needs. • Include a discussion of the manhole inspection program. • Document the process currently used to plan,schedule, track,and manage sewer cleaning contractor activities. The revised Preventative Project Maintenance(Appendix/1)incorporates the following changes and addresses the finding., 1) Tmmeframe for system-wide cleaning and/or inspection covered. 2) Contractor management covered. 3) Manhole inspection program covered 4) CCTV&manned inspection are the methods used to determine if large diameter line need clean. Sonar maybe used in the future if current methods are inconclusive. 24. Inspection standards are not documented in the SSMP (e.g., standards for performing CCTV inspection). OCSD utilizes NASSCO standards. This is documented in Appendix 11. Page 7 of 10 December 19, 2011 25. Criteria and resources responsible for identification and selection of assets requiring repair, rehabilitation,and replacement are not documented. Appendix J, "CIP Renewal and Replacement Process"has been updated to more thoroughly document the process used to select assets for repair or replacement.Appendix J relays the process used to select assets for repair or replacement. The process includes numerous departments&individuals which can vary with the location of the asset. The criteria can also vary with asset. 26. The SSMP does not include a description of how OCSD manages the performance of entities performing FOG inspections on behalf of OCSD. Chapter 8 of the SSMP has been updated to include responsibilities of each member city. In addition, the agreement between OCSD and OCHCA will be included in the SSMP as an appendix. See Audit finding#10 for further explanation of relationship between OCSD and others performing FOG inspections. 27. Performance indicators for collection system operation and maintenance are focused primarily on production. A new tool, the Safety Scorecard, is now used for all divisions to monitor safety indicators. This, however, is monitored outside of the SSMP and does not need to be incorporated. Checking in-house work by an internal audit team is not feasible at this time due to limited resources. The stakeholders will review indicators on a quarterly basis and propose new ones to meet or improve program objectives. 28. SSOs were not presented in a manner indicating that trends are being identified and illustrated by frequency, location, and volume. SSOs are mapped through the California reporting system. OCSD may incorporate this through in-house mapping in the future and stakeholders will review at recurring team meetings. 29. Update terminology used in Section 6.3 of SSMP. Agreed. Wording has been modified. 30. Add reference to Engineering Department Advisory Council (EDAC) in Section 6.3 of the SSMP. Agreed. Wording has been modified. 31. The current version of the SSMP references older versions of SSO Response documents. The current write-up on the Overflow Emergency Response Plan in Volume I of the SSMP is inadequate. The document simply states the requirements for compliance and then references several outdated documents. The current version of the SSMP is May 2009 yet the latest version of both the ECRA SOP and O&M SOPS are from January 2009 and did not make it into the May 2009 update. The most current Environmental Compliance Division response documents have been included in the SSMP Appendix P. Page 8 of 10 December 19, 2011 32. SSMP does not describe the process used by District to review major development proposals, apply the model as needed to evaluate impact on hydraulic capacity, and update the model and its flows as new information becomes available. The WDR section is specific and requires action(s)for portions of the sanitary sewer system that are experiencing or contributing to an SSO discharge caused by hydraulic deficiency. OCSD is not experiencing SSO discharges caused by hydraulic deficiencies. Therefore, OCSD staff feels that no corrective action should be taken as suggested. 33. The District has invested significant funds to assist member agencies with their 1/1 reduction efforts, but does not monitor the effectiveness of those efforts or attempt to quantify trends in III over time. It is important to the District that peak 1/1 be controlled by the member agencies. Significant increases in peak III could result in additional hydraulic deficiencies that have not yet been identified in the District's trunk sewers, as well as in the District's treatment plants and ocean outfalls. In past evaluations, it has been determined that Rain Dependent Inflow and Infiltration (RDII) is generated within the local sewer systems. OCSD has been proactive to try to reduce RDII to minimize treatment plant expansion needs. This was not in response to SSO's as described in the WDR. OCSD's Cooperative Projects Program attempted to reduce RDII by providing grant funds to local agencies. The program had minimal success reducing RDII and was formally discontinued. OCSD stall can consider funding RDII projects where the will reduce actual OCSD costs. This is because OCSD would be willing to apply a portion of the actual savings towards a grant. No grants have been given since the local agencies were notified of this change in policy. OCSD staff continues to review the local agency SSMP's and sewer master plans. This review includes a review of the local agency activities to monitor and address RDII that OCSD originally identified in the local agencies systems. OCSD flows have dropped over 20% since 2006. OCSD staff believes that this is primarily due to the extended drought and poor economic conditions. Until these conditions are reversed, OCSD staff believes that it would be very difficult, expensive, if not impossible, to find and monitor RDII noted in the past. RDII impacts will likely be reviewed again if flows recover to historic levels. It should be noted that the WDR only requires minimal communication between the local and regional sewer agencies. This communication is conducted through the local WDR working group for OCSD. This group meets monthly and discusses many issues including RDII. Again, the WDR section is specific and requires action(s) for portions of the sanitary sewer system that are experiencing or contributing to an SSO discharge caused by hydraulic deficiency. OCSD is not experiencing SSO discharges caused by hydraulic deficiencies. Therefore, OCSD feel that no corrective action should be taken as suggested. Page 9 of 10 December 19, 2011 34. Based on the work performed for the 2009 Facilities Plan, some of the capacity projects recommended in 2006 have been eliminated or deferred indefinitely on the basis of revisions to flow projections or corrections/changes to the modeled network. However, some projects that were determined in 2006 to present a risk of overflows under current development conditions during a 10-year wet weather event have been deferred indefinitely, even though subsequent modeling analysis has confirmed the original hydraulic deficiency.Although the 2009 Facilities Master Plan calls for those potential deficiencies to be monitored, there is no documentation that any monitoring is being performed. The WDR sections are applicable to OCSD and require long-term planning to avoid future SSO problems due to capacity constraints and will be included in the updated SSMP.As noted, OCSD did conduct a new assessment of 2006 work done by MWH within the 2009 Facilities Master Plan. This update of the model is documented in Volume 3. OCSD staff believes that the updated plan is in compliance with the requirements of the WDR System Evaluation and Capacity Assurance Plan. This is because the report identified hydraulic deficiencies, including pdodtizatfon, alternatives analysis, and schedules. The audit comment about the differences between the 2006 and 2009 report are described in detail in Volume 3 of the 2009 Facilities Master Plan. Please refer to Sections 1.2.1.2 and 1.2.1.3 for the detailed review, system changes, and staff findings for project recommended in the 2006 report. In general, OCSD staff found the following about the projects recommended in the 2006 report., 1)Potential sewer diversion setting could be changes to avoid several of the recommended projects. 2) Sewers surcharging above 2 feet were assumed to need upsizing in the 2006 report and upon further review either surcharging above 2 feet was acceptable or the sewer was designed to operate that way. Thus, a project was not needed. 3) Changes have occurred in the system capacity or operational planning that have eliminated the need for the project. OCSD staff feels that the auditor may not have reviewed this section of the 2009 Facilities Master Plan, as provided. As required, all new information will be included with any update of the SSMP. 35. SSMP and referenced documents are not up to date in documenting the status of capacity enhancement projects that were recommended in the 2006 Strategic Plan Update. In particular, several of these projects have been deferred or eliminated on the basis of additional analysis performed as part of the 2009 Facilities Plan. OCSD has a plan to update the SSMP every 5 years. The last SSMP was prepared on April 24, 2009 and the 2009 Facilities Plan was not yet completed so the most current plan was the 2006 Strategic Plan. This reference has been updated as well as the System Evaluation and Capacity Assurance Plan. 36. Section 11.3 of the SSMP states that audits are conducted by a certified environmental auditor. This audit is not being performed by a certified environmental auditor. Qualifications have been changed to state the auditor needs to be either 1) certified or 2)can demonstrate sufficient expertise in the field being audited, at the discretion of OCSD. Additional updates have been made to the appendices related to audit procedures. Page 10 of 10 December 19, 2011 37. The preventive maintenance work order documentation does not currently have a field and codes for documenting code-based cleaning findings (e.g., heavy, moderate, or light roots, grease, or debris)when sewers are cleaned on a preventive maintenance scheduled work order. No action is required. The PM/WO/CMMS paperwork provides for input as to type and severity of material found during sewer cleaning activities. 38. Collection Facilities O&M Division supervisors are not currently using existing GIS-based tools available for analyzing sewer system maintenance issues. Collections supervisors, leads and senior mechanics are making use of GIS-based tools as they gain experience in their use. 39. Collection System O&M Division is currently collecting manhole inspection data on fors that are not supported by the existing information system processes and condition assessment approach. Better alignment is on-going. CCTV contracts are up for renewal. The requests for proposals will be revised to include manhole inspections. Following this change, manhole data will be collected and recorded in the same manner as pipelines. Manual inspections will continue& the data collected entered into CMMS. 40. SSMP implementation activities and program performance do not appear to be monitored centrally making it difficult to monitor the overall progress and effectiveness of SSMP implementation. Simon Watson shared the Monthly Indicators report and Strategic Plan indicators report for Division 870-Collection Facilities Operations and Maintenance. Although the Monthly Indicators report and Strategic Plan indicators report have performance indicators and monitoring of important indicators of SSMP performance, performance goals for SSMP implementation do not appear to exist for each of the SSMP elements OCSD will begin having quarterly stakeholder meetings for the SSMP. Part of the agenda will address additional needs for performance indicators and review of SSMP documents to determine if updates are needed. 41. SSO response activities are currently documented in two main documents. One plan does not exist for documenting all SSO emergency response activities in an integrated document which has led to several activities missing documentation of protocols. The current OCSD approach is that the IERP(integrated emergency response plan)is the overarching document and it references many sub documents such as the SSO ERP. 42. The District has effectively used the dynamic hydraulic model, but most of the in-house expertise resides with a single individual who no longer works in Engineering Planning. Three people at OCSD are trained and an additional license has been obtained.Additional people skilled in this software would be beneficial as resources permit. OPERATIONS COMMITTEE Meeth,Dale TOBd 011Di,. 03/07/12 03/28/12 AGENDA REPORT Item Number Item Number a Orange County Sanitation District FROM: James D. Ruth, General Manager Originator: Jim Herberg, Assistant General Manager CIP Project Manager: Dean Fisher SUBJECT: SUPPLEMENTAL ENGINEERING AND SUPPORT STAFF SERVICES GENERAL MANAGER'S RECOMMENDATION Approve a Professional Services Agreement with Jacobs Project Management Company for Supplemental Engineering and Support Staff Services, Specification PSA2011-510, in an amount not to exceed $11,700,000 for the period of May 1, 2012 through June 30, 2015, with two one-year renewal options. SUMMARY The Orange County Sanitation District (Sanitation District) is in the final year of a ten-year contract with Integrated Program Management Consultants (IPMC) providing integrated staffing and program management services. IPMC is currently providing an average of 28 contracted staff positions for Fiscal Year 2011-12. The contract is scheduled to end June 30, 2012, at which time all remaining IPMC staff will have transitioned off the Sanitation District's Capital Improvement Program (CIP). IPMC has provided program management services over the last decade, and also assisted in developing skills and tools so that the Sanitation District no longer has the need for a program management consultant. However, existing permanent staffing levels are not sufficient for the planned CIP work over the next five years. The CIP planning process has identified 103 active projects with a total budget of $1.9 billion that will be in progress over the next three years. Detailed resource forecasting has identified the need for up to 15 additional staff to complete these projects. The proposed Professional Services Agreement (PSA) will provide additional consultant staffing services to meet resource shortfalls. The budgeted cost for the proposed staffing contract is contained within the approved CIP project budgets and no additional funding is necessary. The benefits provided from a staff augmentation approach, as opposed to hiring full- time staff or limited-term employees, include rapid mobilization of highly skilled/technical staff, flexibility to change the mix of staff positions on an immediate and as-needed basis, the ability to reduce staff as workloads decrease, access to technical experts to support special tasks, and access to staff with wastewater project experience. Page 1 of 3 PRIOR COMMITTEE/BOARD ACTIONS None ADDITIONAL INFORMATION The evaluation and selection process of the recommended consultant is based on procedures pursuant to California Government Code requiring the Sanitation District to select "the best qualified firm" for architectural and engineering services and to negotiate a "fair and reasonable" fee with that firm for those services. A Request for Proposal (RFP) which outlined consultant qualification criteria required for this project was publicly advertised on November 15, 2011. On December 21, 2011, the Sanitation District received nine proposals. One proposal was disqualified as a result of a late submission. The procurement process was led by the Contracts, Purchasing, & Materials Management Division. An evaluation panel facilitated by a Senior Contracts Administrator and comprised of Engineeing Department managers and supervisors reviewed, evaluated, and ranked the eight written proposals in accordance with the evaluation process set forth in the Sanitation District Resolution No. OCSD 07-04, Section 5.07. The proposals were evaluated based upon the following three categories: (1) Understanding of the Scope of Work (25%); (2) Staff Qualifications (35%); and (3) Related Project Experience (40%). Once initial ranking was established, the evaluation panel selected the top four firms to continue in the selection process with further evaluation. Interviews with the top selected firms were conducted on January 25, 2012, in order to meet the proposed key team members and further evaluate the firm's proposal. Pursuant to the results of the interview, staff selected Jacobs Engineering as the top-ranked firm as shown in Table 1. TABLE 1 PROPOSAL EVALUATION Consultant Jacobs MWH Project Evaluator Engineering CH2MHill America's Partners Reviewer 98% 95% 89% 94% Reviewer B 90% 88% 82% 84% Reviewer C 92% 100% 100% 87% Reviewer D 94% 87% 69% 66% Reviewer E 95% 85% 85% 85% Reviewer F 95% 65% 73% 73% Overall Score 94% 87% 83% 81% Ranking 1 2 3 4 Page 2 of 3 All proposals were accompanied by a sealed fee proposal estimate. The fee proposal estimates were not opened until the proposals were evaluated and a top-ranked firm was selected in accordance with Sanitation District Resolution No. OCSD 07-04, Section 5.07. All firms proposing were required to submit a range of salaries for all proposed positions, as well as proposed billing overhead rates. The Sanitation District fixed the profit at five percent. The most significant cost difference between the firms was the labor burden/overhead rates (as a percentage of the employee salary). For this proposal, two overhead rates were proposed, one for employees working long-term at the Sanitation District (Field Rate), and one for employees working part-time from the consultant's office (Home Office). Those percentages are shown in Table 2. TABLE 2 RATE EVALUATION Overhead Jacobs MWH Project Rate Engineering CH2MHi11* America's* Partners* Field Rate 93.07% 156.6% 152.37% 108.7% Home Office 122 88% 164.4% 173.2% 125.7% Rate Ranking 1 2 3 4 (*) Note: Rates include prime consultant rate only and does not include rates for subconsultants. Each person assigned to work on Sanitation District projects will be approved by Sanitation District management with respect to education, experience, and salary. An anticipated cost-of-living adjustment of not more than three-percent (based on the Consumer Price Index for Los Angeles/Orange County), will be made to the fee structure each year for the initial three-year contract. Staff has reviewed the proposed positions, rates, and terms and believes that the proposed fee is fair and reasonable. CEQA N/A BUDGET / DELEGATION OF AUTHORITY COMPLIANCE This request complies with authority levels of the Sanitation District's Delegation of Authority. Funds for the proposed PSA are included in individual CIP project budgets in the Sanitation District's annual budget. Date of Auoroval Contract Amount Continoencv 03/28/12 $11,700,000 N/A JH:DF:dm:gc Page 3 of 3