HomeMy WebLinkAbout2023-10-19 - Board of Directors Meeting Agenda PacketYorba Linda
Water District
AGENDA
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Thursday, October 19, 2023, 3:00 PM
1717 E Miraloma Ave, Placentia CA 92870
1. TELECONFERENCE SITE
University of California - Riverside
1084 Columbia Ave
Riverside CA 92507
One Director will be participating via teleconference at the above -listed location. In accordance with the
Ralph M. Brown Act, members of the public may attend and participate in the meeting at both sites.
2. PARTICIPATION INSTRUCTIONS
This meeting will be held in person. For public convenience, the meeting can also be accessed via
internet-based service or telephone as indicated below. For questions regarding participation, please call
the Board Secretary at (714) 701-3020.
Computer/Mobile Device: https://us06web.zoom.us/m/81595194937
Telephone: (669) 444-9171 or (669) 900-6833
Meeting ID: 815 9519 4937
3. CALL TO ORDER
4. PLEDGE OF ALLEGIANCE
5. ROLL CALL
Brett R. Barbre, President
Trudi DesRoches, Vice President
Phil Hawkins, Director
Tom Lindsey, Director
J. Wayne Miller, PhD, Director
6. ADDITIONS/DELETIONS TO THE AGENDA
Items may be added to the agenda upon determination by a two-thirds vote of the Board, or a
unanimous vote if only three Directors are present, that there is a need to take immediate action which
came to the District's attention subsequent to the agenda being posted. (GC 54954.2(b)(2))
7. AB 2449 TELECONFERENCE REQUESTS
8. PUBLIC COMMENTS
Any individual wishing to address the Board (or Committee) is requested to identify themselves and state
the matter on which they wish to comment. If the matter is on the agenda, the Chair will recognize the
individual for their comment when the item is considered. No action will be taken on matters not listed on
the agenda. Comments are limited to three minutes and must be related to matters of public interest
within the jurisdiction of the Water District. (GC 54954.3)
9. ACTION CALENDAR
This portion of the agenda is for items where staff presentations and Board (or Committee) discussions
are needed prior to formal action.
9.1. Request for Proposals for Water and Sewer Rate Study
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Recommendation. That the Board of Directors authorize staff to issue a
Request for Proposals for the 2023 Water and Sewer Rate Study.
9.2. Amending Purchasing Policy to Address Multiple Year Contracts
Recommendation: That the Board of Directors adopt Resolution No. 2023 -XX
adding Section 5.4.2.2 to the Purchasing Policy (3010-007-POL).
9.3. Amending Schedule for Regular Board Meetings
Recommendation. That the Board of Directors consider amending the schedule
for regular Board meetings and adopt the corresponding resolution if
appropriate.
9.4. Ratifying Amended Budgeted Positions for the Remainder of Fiscal Year 2024
Recommendation. That the Board of Directors adopt Resolution No. 2023 -XX
ratifying amendments to the budgeted positions for the remainder of Fiscal Year
2024.
9.5. General Manager Renewal of Credentials
Recommendation. That the Board of Directors approve the payment of fees for
the General Manager to renew his credentials as a Professional Engineer (P.E.)
and Board Certified Water Resources Engineer (BC. WRE).
10. CLOSED SESSION
The Board may hold a closed session on items related to personnel, labor relations and/or litigation. The
public is excused during these discussions.
10.1. Conference with Legal Counsel - Existing Litigation
Pursuant to Paragraph (1) of Subdivision (d) of Section 54956.9 of the California
Government Code
Name of Case: Orange County Water District, et al. v. 3M Company, et al.
(Orange County Superior Court - Case No. 30-2020-01172419-CU-PL-CXC)
10.2. Public Employee Performance Evaluation
Pursuant to Section 54957 of the California Government Code
Title: General Manager
10.3. Conference with Labor Negotiators
Pursuant to Section 54957.6 of the California Government Code
Agency Designated Representative: Andrew Gagen, General Counsel
Unrepresented Employee: General Manager
11. REPORT FROM CLOSED SESSION
12. ADJOURNMENT
12.1. The next regular meeting is scheduled Thursday, November 2, 2023 at 3:00
p.m.
Items Distributed to the Board Less Than 72 Hours Prior to the Meeting
Non-exempt materials related to open session agenda items that are distributed to a majority of the Board of
Directors (or Committee Members) less than seventy-two (72) hours prior to the meeting will be available for
public inspection in the lobby of the District's Administrative building located at 1717 E Miraloma Ave, Placentia
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CA 92870 during regular business hours. When practical, these materials will also be posted on the District's
website at https://ylwd.com/. (GC 54957.5)
Accommodations for the Disabled
Requests for disability -related modifications or accommodations, including auxiliary aids or services, required for
participation in the above -posted meeting should be directed to the Board Secretary at (714) 701-3020 at least 24
hours in advance. (GC 54954.2(a))
Page 3 of 82
ITEM NO. 9.1.
Yorba Linda
Water District
AGENDA REPORT
MEETING DATE: October 19, 2023
TO: Board of Directors
FROM: Mark Toy, General Manager
STAFF CONTACTS: Delia Lugo, Financa Manager
SUBJECT: Request for Proposals for Water and Sewer Rate Study
RECOMMENDATION:
That the Board of Directors authorize staff to issue a Request for Proposals for the 2023 Water and
Sewer Rate Study.
BACKGROUND:
In 2021, the District contracted Raftelis Financial Consultants, Inc. (Raftelis) to prepare
a 5 -Year Water and Sewer Rate Study (Study). The assumptions, projected operating expenses,
annual debt service obligations, as well as projected future capital project expenses, were provided
to the Raftelis consultants in January 2021 for them to commence their Cost of Service Analysis.
Their analysis, which incorporated the Board of Directors' stated goals and objectives for the Study,
resulted in the development of the Water and Sewer Fund models that determined the proposed
maximum water and sewer rates and charges for the next five fiscal years. In order for the Study to
have an effective date of July 1, 2021 and to be compliant with Proposition 218 requirements, on
April 13, 2021 the 2021 Rate Study Administrative Report was received and filed by the District
Board of Directors. The Notices for the Public Hearing were authorized for mailing, and the Public
Hearing was scheduled to be held on June 8, 2021.
The District is in the third year of the 2021 Study and its real experience subsequent to the Study and
the adopted rates has been significantly different from what was assumed and projected for the
Study. The global impact resulting from the COVID-19 pandemic, shortages of goods and materials,
and inflation far above the projected numbers resulted in the District's operating and capital costs
significantly increasing beyond what was anticipated. In addition, operating expenses for the PFAS
Treatment Plant, including future resin replacement costs, are/will be higher than projected.
Additionally, Total Variable Costs have proven to be greater than anticipated due to major increases
in power costs (natural gas and electricity) and the cost of groundwater per acre-foot.
In the Study's Water Fund model, staff had anticipated issuing new debt of approximately $15 million
for water capital projects by mid Fiscal Year 2022-23. In working with the District's Municipal
Advisors and taking advantage of low interest rates, the District opted to issue debt in the amount of
$35 million on July 28, 2022 to (1) advance refund the outstanding principal balance of the 2008
Certificate of Deposit, (2) pay off the outstanding balance of the Bank of America Line of Credit, and
(3) fund approximately $24 million in capital improvements for the District's water system. This new
issuance amount caused the District's debt service to be approximately $643,000 greater than
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projected.
In the current and future fiscal years, District Salaries and Related Expenses increased as reflected
in the 2023 Total Compensation Study, the new 2 -Year Memorandum of Understanding for
represented employees, and the updated salary schedules in the Personnel Manual for represented
employees.
In the past two fiscal years, the District has not increased reserves nor contributed to the 115 Trust
Accounts to fund the District's Net Pension and Other Post Employment Benefit Unfunded Accrued
Liability (UAL) balances as previously planned.
In response to all the above, staff is seeking authorization from the Board to issue a Request for
Proposals (RFP) to qualified consultants to conduct a comprehensive Water and Sewer Rate Study
(Study). The intent of the proposed Study is to assess the District's existing rates, projected
expenses, and obligations, and to recommend updated rate structures to adequately fund future
water and sewer utility operations, capital costs, reserve funds and budgets, and existing debt
service obligations while ensuring continuous safe and resilient levels of service to the District's
customers and continued to have the sound fiscal strength.
ATTACHMENTS:
RFP for 2023 Water and Sewer Rate Study - FINAL DRAFT
Page 5 of 82
Yorba Linda
Water District
REQUEST FOR PROPOSALS
2023 WATER AND SEWER RATE STUDY
Issued October 2023
Response Due by 5:00 p.m., Monday, November 13, 2023
Page 6 of 82
]Water Yorba Linda
District
TABLE OF CONTENTS
I. INTRODUCTION
General Information
Description of the Yorba Linda Water District
Additional Pertinent Information
II. NATURE OF SERVICES REQUIRED
Scope of Work to be Performed
Report Preparation and Presentation
Quality Control
Tentative Schedule - Subject to Change
III. PROPOSAL REQUIREMENTS
General Requirements
IV. EVALUATION PROCEDURES
Committee
Review of Proposals
Evaluation Criteria
Oral Presentations
Selection of Firm
REQUEST FOR PROPOSALS
2023 WATER AND SEWER RATE STUDY
October , 2023
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®Yorba Linda
Water District
I. INTRODUCTION
A. General Information
REQUEST FOR PROPOSALS
2023 WATER AND SEWER RATE STUDY
October 2023
The Yorba Linda Water District (YLWD/District), is soliciting proposals from qualified
consultants to conduct a comprehensive Water and Sewer Rate Study (Study). The
intent of the Study is to assess the existing rates and revenues and to recommend rate
structures to adequately fund the water and sewer utility operations, capital costs,
reserve funds and budgets, and existing debt service obligations while ensuring a safe
and resilient level of service to the District's customers. The District is seeking an
experienced firm with depth in technical skill and legal acumen to appropriately
evaluate, project, and develop water and sewer rate schedules that are compliant
with the requirements of Proposition 218, and all other legal requirements. Proposers
who submit a response to this Request for Proposals (RFP) must have the ability to meet
the requirements, including all terms and conditions, contained in this RFP. Pertinent
financial documents are accessible on the District's website:
https://www.ylwd.com/about/transparency/.
In 2021, the District contracted Raftelis Financial Consultants, Inc. (Raftelis) to prepare
a 5 -Year Water and Sewer Rate Study (Study). The Administrative Report for this Study
was received and filed by the District Board of Directors on April 20, 2021, and the
Public Hearing was held on June 8, 2021. The District is in the third year of the 2021
Study. The Study's assumptions, expense projections, and annual debt service
obligations used in the cost of service analysis to develop the resulting Water and
Sewer Fund models that determined the proposed water and sewer rates and
charges need updating to reflect the actual current day experience of the District.
To be considered, please submit a proposal, as well as all other required
documentation, by 5:00 p.m. on Monday, November 13, 2023. For an electronic
submittal, please contact Delia Lugo via email at dluao@ylwd.com to obtain access
to a secure FTP site. Delivery of physical submittals are to be addressed as follows:
Delia Lugo, Finance Manager
Yorba Linda Water District
1717 E Miraloma Ave
Placentia CA 92780
Inquiries concerning the RFP should be addressed to Delia Lugo at dlu_go@ylwd.com.
Additional information and clarifications may be requested It is anticipated that the
selection of a firm will be completed by the Board of Directors at the Board meeting
scheduled on December 7, 2023. Following notification to the selected firm, it is
anticipated that a contract will be executed between both parties by December 29,
2023.
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®Yorba Linda REQUEST FOR PROPOSALS
Water District 2023 WATER AND SEWER RATE STUDY
October 2023
B. Description of the Yorba Linda Water District
The District was established on January 2, 1959, according to the provisions of the
County Water District Law, Division XII of the California Water Code of the State of
California. At the time of its formation, the District encompassed approximately 4,710
acres and its area has been expanded to the present 14,475 acres through
annexations. The District provides water and sewer services for the City of Yorba Linda
and portions of Placentia, Anaheim, Brea, and unincorporated Orange County. The
District provides water service to approximately 25,500 accounts and sewer collection
service to approximately 25,000 accounts within its service boundaries for a
population of approximately 80,000.
1. Water System
The water system relies on 100% potable water to supply an average daily water
demand on the system of approximately 19,867AFY or 17.7 MGD maximum day
demand of 24.1 MGD, and a peak demand of 45.2 MGD. Overall, an approximate
8.1% increase in annual water demand is predicted within the District service area
through 2045. District water system assets consist of the following: 1 - 25 MGD water
treatment plant, 10 groundwater wells, 4 imported water connections, 14
reservoirs, 12 booster pump stations, and 377 miles of pipeline. There are 20
pressure zones within the District's service area. The District's water supplies come
from two sources: local groundwater and imported water. Approximately 85% is
projected to come from the groundwater basin managed by Orange County
Water District (OCWD). OCWD sets a maximum percentage of water that can be
pumped from the ground, the Basin Production Percentage (BPP). The remaining
15% is purchased through the Municipal Water District of Orange County
[MWDOC]). MWDOC, in turn, purchases water from the State Water Project
(Northern California source) and the Colorado River Aqueduct, through the
Metropolitan Water District of Southern California (MWD). The cost of imported
water to retail agencies, such as YLWD, is approximately two times the cost of
pumping groundwater from the local groundwater basin. The imported water is
treated at MWD's Diemer Filtration Plant, located on Valley View and Diemer Road
in Yorba Linda. The District's current system capacity can store approximately 57
million gallons of water in its reservoirs and produce 45 million gallons per day
through its wells and import water connections.
The District's water rates and charges are made up of three components: a
commodity rate; a fixed monthly base meter charge; and a fixed annual Capital
Finance Charge. Certain YLWD connections may require a monthly Fire Protection
Charge as a condition of extending or initiating water service. Drought Rates have
been established and will become effective under mandate by the State of
California or other agencies of authority. In addition, to ensure that there are
sufficient revenues to provide water services to customers, the District may pass
through to customers any increases in wholesale water and other wholesale
water -related charges, as well as increases in power/energy rates, imposed on
the District that are greater than those projected and used in the model to
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®Yorba Linda
Water District
REQUEST FOR PROPOSALS
2023 WATER AND SEWER RATE STUDY
October 2023
develop the District financial plan. Any Pass -Through Adjustment will only impact
the Board of Directors approved commodity rate.
2. Sewer System
Wastewater generated within the system flows by gravity to the Orange County
Sanitation District OC San) trunk sewers directly, or in some cases through Placentia
sewers. Trunk sewers route the flow to OC San wastewater treatment plants in
Fountain Valley and Huntington Beach. The existing average dry weather flow
generated within the District's service area totals 5.99 million gallons per day
(MGD) with buildout flow estimated at 6.31 MGD. The existing wastewater
collection system consists primarily of vitrified clay pipe (VCP) with a small portion
of polyvinyl chloride (PVC) pipe, ductile iron pipe (DIP), cast iron pipe, and ABS
truss pipe. The diameters range in size from 4 inches to 24 inches. Information on
the length of pipelines and number of manholes the District owns and maintains
are provided in the table below with the breakdown for the West and East Areas.
In the East Area, the District maintains one sewer lift station.
District Owned Pipeline and Manhole Summary
Residential customers pay a fixed flat charge for sewer collection services.
Commercial customers pay both a flat rate as well as a variable volumetric
charge based on an estimated amount of water returned to the sewer. There is
no sewer rate charge for landscape/irrigation customers because water runoff is
captured in the storm drain system. The sewer maintenance charge covers the
operation and maintenance cost for the sewer system, which includes the repair,
rehabilitation, and eventual replacement of the sewer pipes and equipment
C. Additional Pertinent Information
The following information is available for review by Consultants planning to respond
to this RFP (see https://www.ylwd.com/about/transparency/ under the Plans and
Studies section).
Water and Sewer Rate Study (April 2021)
Water Master Plan - Executive Summary (September 2023)
Wastewater Master Plan - Executive Summary (June 2022)
Asset Management Plan (July 2018)
Water Shortage Contingency Plan (June 2021)
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Pipelines Miles Manholes Each
West Area
194 4,473
East Area
76 1,767
TOTAL
270 6,240
Residential customers pay a fixed flat charge for sewer collection services.
Commercial customers pay both a flat rate as well as a variable volumetric
charge based on an estimated amount of water returned to the sewer. There is
no sewer rate charge for landscape/irrigation customers because water runoff is
captured in the storm drain system. The sewer maintenance charge covers the
operation and maintenance cost for the sewer system, which includes the repair,
rehabilitation, and eventual replacement of the sewer pipes and equipment
C. Additional Pertinent Information
The following information is available for review by Consultants planning to respond
to this RFP (see https://www.ylwd.com/about/transparency/ under the Plans and
Studies section).
Water and Sewer Rate Study (April 2021)
Water Master Plan - Executive Summary (September 2023)
Wastewater Master Plan - Executive Summary (June 2022)
Asset Management Plan (July 2018)
Water Shortage Contingency Plan (June 2021)
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®Yorba Linda
Water District
II. NATURE OF SERVICES REQUIRED
A. Scope of Work to be Performed
REQUEST FOR PROPOSALS
2023 WATER AND SEWER RATE STUDY
October 2023
The District recognizes the importance of conducting a rate study to assist in the
evaluation of current Water and Sewer rates and charges to determine what
changes will enable the District to continue funding operations, capital
improvements, meet water quality requirements, meet annual debt service
obligations, and maintain or improve the existing water and sewer systems for
projected growth in a fair and equitable manner.
The proposer will collect and analyze relevant data necessary to develop a 5 -year
rate study report and propose changes to the current Water and Sewer rates and
charges for consideration by the Board of Directors that will ensure the financial
integrity of the District.
The study will include, but is not limited to, the following components:
1. A review and analysis of the existing methodology for the collection of revenue -
based fees and charges.
a) Ensure revenues generated by the proposed water and sewer rates and
charges are adequate to maintain all operations at projected service levels
while accounting for anticipated cost increases in the immediate or
foreseeable future;
b) Assess the impact of droughts and water conservation efforts on operating
revenues to ensure water and sewer rates and charges will generate sufficient
revenue to operate and maintain the systems during periods when less water
is consumed;
2. Development of non-proprietary water and sewer rate models based on the
financial plans and cost of service analysis performed. The models shall have the
capability to examine different rate scenarios that address competing objectives
such as affordability, conservation, essential needs, equity, and fairness. The
models shall project water and sewer fund expense and revenue requirements
while taking into consideration anticipated capital -related costs, annual water
fund debt service obligations, and various levels of reserve funding. Proposed rate
schedules shall be developed that include planned adjustments for a five-year
period, beginning July 1, 2024;
a) Ensure that the proposed water and sewer rates and charges are in
compliance with all applicable laws, mandates, and regulations, including,
but not limited to, the provisions of Proposition 218 and Section 31007 of the
California Water Code; and
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®Yorba Linda
Water District
REQUEST FOR PROPOSALS
2023 WATER AND SEWER RATE STUDY
October 2023
b) Attendance at Board of Director meetings to present the proposed water and
sewer fees and charges, and their impact on future reserve balances and the
water fund's covenant ratio requirements.
B. Report Preparation and Presentation
The engaged Consultant shall prepare a final report that summarizes the findings of
the Study and shall present the report and its findings at a meeting of the Board of
Directors for the potential to be received and filed.
The final report preparation and presentation shall include, but not be limited to, the
following services:
1. Completion of a customer impact evaluation.
2. Preparation of a public presentation consisting of a summary of the information
contained in the final Water and Sewer Rate Study Report
C. Quality Control
The Consultant has total responsibility for the accuracy and completeness of all work
created as a means to respond to the RFP. Consultant shall ensure that all work is
completed in accordance with all requirements of Proposition 218, Section 31007 of
the California Water Code, industry -wide ratemaking principles, and all other current
federal and state laws and policies related to rate setting.
D. Tentative Schedule - Subject to Change
Tentative Schedule for Water and Sewer Rate Study
Item
End Date
Release Requests for Proposals
October 20, 2023
Proposals Submitted to District
November 13, 2023
YLWD Committee Review of Submitted Proposals
November 14-16, 2023
Interview of Firms, If Needed
November 20-23,2023
Recommendation to the Board
December 7, 2023
Consultant to Present Administrative Report for Study
April 18, 2023
Public Hearing
June 6, 2023
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®Yorba Linda
Water District
III. PROPOSAL REQUIREMENTS
A. General Requirements
1. Inquiries
REQUEST FOR PROPOSALS
2023 WATER AND SEWER RATE STUDY
October 2023
a) Inquiries concerning the RFP should be made to Delia Lugo at
dluao@ylwd.com.
2. Submission of Proposals
a) The following materials are required to be received by 5:00 p.m. on November
16, 2023 for a proposing firm to be considered:
(1) Cover letter:
(a) A cover letter on Firm letterhead addressing the proposal should be
submitted and be signed by an officer of the firm authorized to bind
the Firm to all comments made in the proposal and shall include
name, address, phone number, and email of the person(s) to
contact who will be authorized to represent the Firm.
(2) Minimum Experience Qualifications Summary
(a) Sufficient evidence as to the proponent's qualifications to perform
the work is necessary. This may include former in-house experience
and/or experience as a consultant. This information shall disclose
and include pertinent facts and shall include at least a description
of past performance on projects of similar type, scope, and size;
project team members who worked on each project and their roles
and percentage commitment of time on the project and any other
pertinent information to demonstrate experience on similar
assignments. In addition, please provide a statement regarding the
proponent's ability to complete the work in a timely and
professional manner. The proposed assigned Project Manager
should demonstrate local experience working with six water
agencies in Orange County within the last five years.
(b) Provide a list of five references with the last five years for completed
water/sewer rate studies, including project completion date,
duration, original project cost, project key members, and final
project cost. Include current contact person, email address, and
phone number who may be contacted regarding firm or team
performance.
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®Yorba Linda
Water District
REQUEST FOR PROPOSALS
2023 WATER AND SEWER RATE STUDY
October 2023
(c) Experience, qualifications, and availability of the proposed key
project staff, including sub -consultants, specifically related to the
proposed function they would perform. Describe specific
characteristics of previous similar rate studies. Include copies of
applicable professional licenses in the State of California, as well as
a brief statement of the adherence to a set schedule and budget
for each project.
(d) A summary disclosing any potential conflicts of interest your
company may have from working with other clients or related issues.
Note that this should not be construed as a conflict of interest in the
strict legal sense, rather, any relationship with other parties that may
have some interest in the performance of staff.
3. Cost
(a) The proposer shall submit, as a separate file, a fixed, not -to -exceed price
for the performance of these services preferred. If a fixed price cannot
be provided, the proposer must provide a schedule of hourly billing rates
along with an estimate of hours to perform the requested services, by
staff classification, and the methodology used for its calculations.
4. Turn -Around Schedule
(a) The proposer will be allowed no more than 90 working days for the
completion of this project, from the award date.
5. Completed, signed, and dated Proposer Guarantee (Appendix A) and
Proposer Warranty (Appendix B) Forms.
IV. EVALUATION PROCEDURES
A. Committee
Submitted proposals received by the listed time and date will be evaluated by a
committee consisting of selected District staff members.
B. Review of Proposals
The committee will evaluate all proposals to determine responsiveness to the RFP. The
committee will recommend the selection of the responsible proposer whose proposal
is most advantageous to the District. Accordingly, the committee may not necessarily
select the proposer with the highest technical ranking nor select the proposer with the
lowest total all-inclusive maximum price if doing so would not be in the overall best
interest of the District.
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®Yorba Linda
Water District
REQUEST FOR PROPOSALS
2023 WATER AND SEWER RATE STUDY
October—, 2023
During the evaluation process, the District reserves the right to request additional
information or clarifications from proposers. The District reserves the right to retain all
proposals submitted and to use any ideas in a proposal regardless of whether that
proposal is selected. Submission of a proposal indicates acceptance by the firm of
the conditions contained in this RFP, unless clearly and specifically noted in the
proposal submitted and confirmed in the contract between the District and the firm
selected.
There is no expressed or implied obligation for the District to reimburse responding firms
for any expenses incurred in preparing proposals in response to this request.
The overall criteria listed below are in relative order of importance. As proposals are
considered by the committee to be more equal in their technical merit, the evaluated
cost of price becomes more important so that when the technical proposals are
evaluated as essentially equal, cost or price may be the deciding factor.
C. Evaluation Criteria
Proposals will be evaluated using three sets of criteria. Firms meeting the mandatory
criteria will have their proposals evaluated and scored for both technical
qualifications and cost. The following represent the principal selection criteria, which
will be considered during the evaluation process.
1. Mandatory Elements
a) The firm has no conflict of interest with regard to any of the work performed
by the firm for the District.
b) The firm adheres to the instructions in this request for proposals on preparing
and submitting the proposal.
c) The firm's past experience and performance on comparable projects.
d) The quality of the firm's professional personnel to be assigned to the
engagement and the quality of the firm's management support personnel
to be available for technical consultation.
e) Commitment to timeliness to complete the project.
2. Technical Qualifications: (Maximum Points - 60)
a) The firm's past experience and performance on comparable special district
engagements.
b) The quality of the firm's professional personnel to be assigned to the
engagement and the quality of the firm's management support personnel to
be available for technical consultation.
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®Yorba Linda
Water District
REQUEST FOR PROPOSALS
2023 WATER AND SEWER RATE STUDY
October—, 2023
c) The firm's past experience and performance on comparable special district
engagements.
d) The quality of the firm's professional personnel to be assigned to the
engagement and the quality of the firm's management support personnel to
be available for technical consultation.
3. Price: (Maximum Points - 40)
a) Overall cost associated with the completion of the Study will not be the primary
factor in the selection of a firm.
a) Oral Presentations
During the evaluation process, the review committee may, at its discretion, request
any one or all firms to make oral presentations. Such presentations will provide firms
with an opportunity to answer any questions the committee may have on a firm's
proposal. Not all firms may be asked to make such oral presentations.
b) Selection of Firm
It is anticipated that the Board of Directors will approve the selection of a firm on
December 7, 2023. Following notification to the firm selected, it is expected a
contract will be executed between both parties by December 29, 2023. Attached as
Appendix C is the District's Professional Services Agreement that the selected firm will
be expected to sign in its substantive form unless the proposer submits any proposed
revisions to the Agreement along with its proposal. Only such proposed revisions will
be considered, but not necessarily agreed upon, by the District.
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®Yorba Linda
Water District
0aa4kiIP]/I_1
PROPOSER GUARANTEES
REQUEST FOR PROPOSALS
2023 WATER AND SEWER RATE STUDY
October 2023
The proposer certifies it can and will provide and make available, at a minimum, all
services set forth in Section III, Proposal Requirements.
Signature of Official:
Name (printed):
Title:
Firm:
Date:
Page 17 of 82
®Yorba Linda
Water District
/_1» 4,011 QVNI.1
PROPOSER WARRANTIES
REQUEST FOR PROPOSALS
2023 WATER AND SEWER RATE STUDY
October 2023
A. Proposer warrants that it is willing and able to comply with the State of California Laws
and is licensed to practice in California.
B. Proposer warrants that it is willing and able to obtain insurance policies of $1,000,000
for commercial general liability, workers' compensation/employer's liability, and
errors and omissions for the willful or negligent acts, or omissions of any officers,
employees, or agents thereof. Proposer warrants that it will provide additional insured
endorsements for commercial general liability and waivers of subrogation for workers'
compensation/employer's liability.
C. Proposer warrants that it will not delegate or subcontract its responsibilities under a
contract without the prior written permission of the Yorba Linda Water District.
D. Proposer warrants that all information provided by it in connection with this proposal
is true and accurate.
Signature of Official:
Name (printed):
Title:
Firm:
Date:
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®Yorba Linda REQUEST FOR PROPOSALS
Water District 2023 WATER AND SEWER RATE STUDY
October—, 2023
APPENDIX C
SAMPLE YLWD PROFESSIONAL SERVICES AGREEMENT
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VENDOR ID _
CONTRACT #
PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE YORBA LINDA WATER DISTRICT
AND
[INSERT PARTY]
PROJECT: [DESCRIPTION]
JOB M [JOB#]
THIS PROFESSIONAL SERVICES AGREEMENT ("Agreement") is made and entered
into on [DATE] ("Effective Date"), by and between the YORBA LINDA WATER
DISTRICT, a local public agency, created and operating under authority of Division 12 of
the California Water Code ("District"), and [PARTY] ("Consultant") (collectively referred to
herein as the "Parties" and individually as "Party").
RECITALS
WHEREAS, District is engaging in the [PROJECT NAME] ("Project") described in the
Scope of Work attached as Exhibit "A"; and
WHEREAS, District requires a professional consultant with the requisite knowledge, skill,
and expertise to provide the necessary services for the Project to which the specialized
services of Consultant are appropriate; and
WHEREAS, Consultant represents to District that it is fully qualified and available to
perform the services for and as requested by District; and
NOW, THEREFORE, in consideration of the mutual promises, covenants, and terms and
conditions herein, the Parties agree as follows:
AGREEMENT
The Recitals above are true and correct.
1.0. SCOPE OF WORK. The services to be provided by Consultant ("Services") are
described in the Scope of Work attached as Exhibit "A". If any language in Exhibit "A"
conflicts with language in this Agreement, this Agreement shall prevail. All Services shall
be performed in accordance with standards customarily provided by an experienced and
competent professional rendering the same or similar services and in such a prompt and
continuous fashion as not to impede or delay the overall completion of the Project.
1.1. Project Manager and Consultant's Representative. Consultant
acknowledges that continuous and effective communication between District, Consultant,
and other consultants (as appropriate) is necessary to the successful completion of the
Project. As requested by District, Consultant may be required to provide copies of its work
product and communications to others. Consultant's primary contact with District shall be
through District's Project Manager, [NAME]. District's primary contact with Consultant
shall be through the Consultant's Representative, designated on Exhibit "A". When
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requested by District, Consultant's Representative shall attend Project meetings and will
undertake to coordinate its activities with all appropriate individuals and consultants.
1.2. Consultant's Work Product and Availability of District Documents. All
work product of Consultant, whether created solely by Consultant or in cooperation with
others, is prepared specifically and expressly for District and all right, title, and interest
therein shall be owned by District. District shall make available to Consultant such
information and documents in District's possession or control, which are relevant to
Consultant's Services under this Agreement.
1.3. Approval of Services. Consultant shall provide District with reasonable
opportunities to determine whether the Services are being performed in accordance with
this Agreement. All Services performed and materials furnished shall be subject to final
review and approval by District. District's interim review and approval of Consultant's
Services shall not relieve Consultant of its obligations to fully perform this Agreement.
1.4. Commencement of Services. The Project start date is [DATE].
1.5. Time Is of the Essence. Consultant shall perform all Services with due
diligence as time is of the essence in the performance of this Agreement. Time limits
applicable to performance of Consultant's Services are established in Exhibit "A."
2.0 COMPENSATION. As compensation for performance of Services, District shall
pay Consultant an amount not to exceed $[ ]. Payment will be made at the
rates set forth in Exhibit "A". Costs or expenses not identified in Exhibit "A" shall not be
reimbursable unless otherwise provided in this Agreement.
2.1. Invoicing. Consultant shall submit an invoice within ten (10) days after the
end of each month during the term of this Agreement describing the Services performed
for which payment is requested. District shall review and approve all invoices prior to
payment. District shall pay approved invoices within thirty (30) days of receipt. Consultant
agrees to submit additional documentation to support the invoice if requested. If District
does not approve an invoice, District shall send a notice to Consultant setting forth the
reason(s) the invoice was not approved. Consultant may re -invoice District to cure the
defects identified by District. The revised invoice will be treated as a new submittal.
District's determinations regarding verification of Consultant's performance, accrued
reimbursable expenses, if any, and percentage of completion shall be binding and
conclusive. Consultant's time records, invoices, receipts and other documentation
supporting the invoices shall be available for review by District upon reasonable notice
and shall be retained by Consultant for three (3) years after completion of the Project.
2.2. Extra Services. Before performing any services outside the scope of this
Agreement ("Extra Services"), Consultant shall submit a written request for approval of
such Extra Services and receive written approval from District. District is not responsible
for compensating Consultant for any Extra Services provided by Consultant without such
prior written approval.
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3.0 TERMINATION. District may terminate this Agreement at any time upon ten (10)
days written notice to Consultant. Should District exercise the right to terminate this
Agreement, District shall pay Consultant for any Services satisfactorily completed prior to
the date of termination, based upon Consultant's Cost Proposal. Consultant may
terminate this Agreement upon ten (10) days written notice to District if (a) the District
fails to substantially perform in accordance with the terms hereof through no fault of
Consultant, (b) the District fails to pay Consultant in accordance with the terms in Section
2.0, or (c) Consultant's Services hereunder is suspended for a period of time greater than
ninety (90) days through no fault of Consultant.
3.1. Withholding Payment. If the District (a) has reasonable grounds to believe
Consultant will be materially unable to perform the Services under this Agreement, or (b)
becomes aware of a potential claim against Consultant or District arising out of
Consultant's negligence, intentional act, or breach of any provision of this Agreement,
including a potential claim against Consultant by District, then District may, to the fullest
extent allowed by law, withhold payment of any amount payable to Consultant that District
determines is related to such inability to complete the Services, negligence, intentional
act, or breach.
4.0. SAFETY. Consultant shall perform Services so as to avoid injury or damage to any
person or property. Consultant shall at all times exercise all necessary safety precautions
appropriate to the nature of the Services and the conditions in which the Services are
performed. Consultant shall comply with all applicable federal, state and local statutory
and regulatory requirements, including regulations by the State of California, Department
of Industrial Relations (Cal/OSHA). Consultant is responsible for the safety of all
Consultant personnel at all times during performance of its Services, including while on
District property.
5.0 INDEMNIFICATION.
5.1. Professional Services. When the law establishes a professional standard
of care for Consultant's services, to the fullest extent permitted by law, Consultant shall
hold harmless defend at its own expense, and indemnify District, its directors, officers,
employees, agents, representatives, and authorized volunteers ("Indemnified Party")
against all liability, demands, claims, losses, damages, or expenses ("Claims and
Damages") of all persons that arise from the negligence, recklessness, or willful
misconduct of Consultant or its employees or agents in the performance (or actual or
alleged non-performance) of the Services under this Agreement, but not for Claims and
Damages resulting from the sole negligence, active negligence, or willful acts of the
Indemnified Party. This indemnity does not apply to any passive negligence of the
Indemnified Party unless caused at least in part by Consultant. Consultant shall defend
itself against all Claims and Damages arising out of or alleged to arise out of Consultant's
performance or non-performance of the Services, and shall not tender such claims to
Indemnified Party for defense or indemnity.
5.2. Non -Professional Services. Other than in the performance of professional
services, to the fullest extent permitted by law, Consultant shall hold harmless, defend at
its own expense, and indemnify Indemnified Party against all Claims and Damages by all
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persons arising out of the performance (actual or alleged non-performance) of the
Services, including Claims and Damages by Consultant or its employees or agents, but
not for Claims and Damages resulting from the willful acts or sole negligence by
Indemnified Party.
5.3. Defense Counsel and Costs to Enforce Indemnity. Consultant shall
defend Indemnified Party with legal counsel acceptable to Indemnified Party. Consultant
shall reimburse Indemnified Party for any and all legal expenses and costs incurred by
Indemnified Party to enforce the indemnity herein provided.
6.0 INSURANCE REQUIREMENTS. Prior to execution of this Agreement, and at any
time thereafter on request, Consultant shall provide a copy of the policies and
endorsements evidencing the required coverage and limits for each insurance policy. In
addition, Consultant shall provide a new copy of policies and endorsements whenever an
insurance policy required herein, expires, is renewed or is replaced.
6.1 Acceptability of Insurers. Unless otherwise approved by District, each
insurance provider shall be authorized to do business in California and have an A.M. Best
rating (or equivalent) of not less than "A:VII."
6.2 Notice of Cancellation. Each insurance policy shall provide, or be
endorsed to provide, that coverage shall not be cancelled except after thirty (30) days
prior written notice (ten (10) days for non-payment of premium) to the District.
6.3 Primary and Non -Contributory Coverage. Except for Workers'
Compensation and Employer's Liability insurance and Professional Liability/Errors and
Omissions insurance, each insurance policy shall be primary insurance as respects
District, its affiliated organizations and its and their respective officers, directors,
employees, agents, consultants, attorneys, successors and assigns (collectively, the
"Covered Parties") for all liability arising out of the activities performed by or on behalf of
Consultant. Any insurance, pool coverage, or self-insurance maintained by Covered
Parties shall be excess of, and shall not contribute to, Consultant's insurance.
6.4 Insurance Coverage. At Consultant's sole expense, Consultant shall
provide and maintain at all times during the performance of this Agreement the following
insurance: (1) Commercial General Liability ("CGL") insurance; (2) Automobile Liability
insurance; (3) Workers' Compensation and Employer's Liability insurance; and (4)
Professional Liability/Errors and Omissions ("E&O") liability insurance. Consultant waives
its right of recovery against the Covered Parties for damages covered by insurance
required under this Agreement. Except for Workers' Compensation coverage, all
coverage required herein shall be maintained after the term of this Agreement so long as
such coverage is reasonably available. Coverage shall be at least as broad as the
following:
6.4.1. Commercial General Liability. Each CGL policy shall have liability
coverage limits of at least $2,000,000 per occurrence or claim for bodily injury, personal
injury, and property damage, and $4,000,000 policy aggregate total bodily injury, personal
injury, and property damage.
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6.4.1.1. Additional Insureds. Each CGL policy shall identify Covered
Parties as additional insureds, or be endorsed to identify Covered Parties as additional
insureds, with respect to liability arising out of Services performed by or on behalf of
Consultant, including materials, parts, or equipment furnished in connection with
Services. Coverage for additional insureds shall not be limited to vicarious liability.
Defense costs must be paid in addition to limits.
6.4.2. Automobile Liability. Each Automobile Liability policy shall require
coverage for "any auto" and shall have limits of at least $1,000,000 for bodily injury and
property damage, each accident, and shall use Insurance Services Office (ISO) policy
form "CA 00 01," including owned, non -owned, and hired autos, or the equivalent. If
Consultant owns no vehicles, this requirement may be satisfied by a non -owned auto
endorsement to the CGL policy.
6.4.2.1. Additional Insureds. Each Automobile Liability policy shall
identify Covered Parties as additional insureds, or be endorsed to identify Covered
Parties as additional insureds, with respect to liability arising out of Services performed
by or on behalf of Consultant.
6.4.3. Workers' Compensation and Employer's Liability. As required by the
State of California, and in accordance with the "Workers' Compensation and Insurance
Act" of the California Labor Code and any amendatory Acts, Consultant shall provide
Workers' Compensation and Employer's Liability insurance with limits of at least
$1,000,000 per accident for bodily injury or disease.
6.4.3.1. Obligation to Secure Compensation. By Consultant's
signature hereunder, Consultant acknowledges its obligation under Section 3700 of the
California Labor Code to secure payment of compensation to its employees before
commencing Services under this Agreement.
6.4.3.2. Waiver of Subrogation. Consultant shall require the insurer
issuing the Workers' Compensation insurance to waive all rights of subrogation against
the Covered Parties for losses paid under the policy that arise from Services performed
under this Agreement. This waiver applies regardless of whether or not the District
received a waiver of subrogation from the insurer.
6.4.4. Professional Liability/Errors and Omissions. For insurance
appropriate to "design professionals" (Civ. Code § 2782.8), each E&O policy shall have
limits of at least $1,000,000 per occurrence or claim and $2,000,000 policy aggregate.
6.5 Broader Coverage. If the Consultant maintains broader coverage and/or
higher limits than the minimums shown above, the District requires and shall be entitled
to the broader coverage and/or higher limits maintained by Consultant.
6.6 Subcontractors. Consultant shall require and verify that all subcontractors
maintain insurance meeting all the requirements stated herein, and Consultant shall
ensure that District is an additional insured on insurance required from subcontractors.
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7.0. INDEPENDENT CONTRACTOR. The Parties agree that the relationship between
District and Consultant is that of an independent contractor and Consultant shall not, in
any way, be considered to be an employee or agent of District. Consultant shall not
represent or otherwise hold out itself or any of its directors, officers, partners, employees,
or agents to be an agent or employee of District. District will not be legally or financially
responsible for any damage or loss sustained by Consultant because of any act, error, or
omission of Consultant or any other consultant, nor shall Consultant make any claim
against District arising out of any such act, error, or omission.
7.1. Taxes and Benefits. Consultant shall be solely responsible for the payment
of all federal, state and local income tax, social security tax, Workers' Compensation
insurance, state disability insurance, and any other taxes or insurance Consultant, as an
independent contractor, is responsible for paying under federal, state or local law.
Consultant is not eligible to receive Workers' Compensation, medical, indemnity or
retirement benefits through District, including but not limited to enrollment in CalPERS.
Consultant is not eligible to receive overtime, vacation or sick pay from the District.
7.2. Permits and Licenses. At Consultant's sole expense, Consultant shall
procure and maintain all permits, licenses, and other government -required certification
necessary for the performance of its Services.
7.3. Methods. Consultant shall have the sole and absolute discretion in
determining the methods, details and means of performing the Services required by
District. Consultant shall furnish, at its own expense, all labor, materials, equipment, tools
and transportation necessary for the successful completion of the Services to be
performed under this Agreement. District shall not have any right to direct the methods,
details and means of the Services; however, Consultant must receive prior written
approval from District before (a) assigning or changing (i) any work authorizations or (ii)
any assignment of Consultant's project manager or key personnel and (b) using any
subconsultants or subconsultant agreements for Services or materials under this
Agreement.
8.0. RESOLUTION OF DISPUTES. Pursuant to California Code of Civil Procedure
Sections 638 et seq., any dispute arising out of this Agreement shall be resolved by
judicial reference, in Orange County, by one judicial referee to determine all issues in
dispute, whether of fact or of law, and to report a statement of decision. This is a waiver
of any right that may exist to a jury trial, but the right to appeal is preserved. The Parties
shall meet to select the referee no later than thirty (30) days after service of the initial
complaint on all defendants named in the complaint. The referee must have substantial
experience in the type of matter in dispute and without any relationship to either Party,
unless the Parties agree otherwise. All costs incurred in connection with the judicial
reference proceeding, including the cost of the stenographic record, shall be advanced
equally by the Parties. However, the referee shall have the power to reallocate such costs
among the Parties in the referee's statement of decision.
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9.0 ATTORNEY'S FEES. In the event of any claim or legal action arising out of this
Agreement or Services, the prevailing Party shall be entitled to reasonable costs and
expenses, including attorney's fees.
10.0 NO IMPLIED WAIVERS. If any term, condition, or provision of this Agreement is
breached by either Party and thereafter waived by the other Party, that waiver will be
limited to the specific breach so waived, and will not be deemed either to be a continual
waiver or to waive any other breach under this Agreement.
11.0 ASSIGNMENT. Neither Consultant nor District may assign or transfer this
Agreement, or any part thereof, without the prior written consent of the other Party, which
shall not be unreasonably withheld.
12.0. NOTICES. Any notice may be served upon either Party by delivering it in person,
or by depositing it in the U.S. Mail with the postage thereon fully prepaid, and addressed
to the Party at the following address:
District: General Manager
Yorba Linda Water District
1717 E Miraloma Ave
Placentia CA 92870
Consultant: As designated in Exhibit "A."
Any notice given hereunder shall be deemed effective in the case of personal delivery,
upon receipt thereof, or, in the case of mailing, at the moment of deposit in the course of
transmission with the United States Postal Service. If the Parties agree to accept
electronic service, service of any notice may be effectuated by email to an email address
provided by the Parties.
13.0 ENTIRE AGREEMENT AND AMENDMENTS, This Agreement, and the attached
Exhibits, represent the entire and integrated agreement between District and Consultant
and supersedes all prior negotiations, representations, or agreements, either written or
oral. This Agreement may be amended only by written instrument signed by both District
and Consultant.
14.0 ELECTRONIC SIGNATURES AND COUNTERPARTS. Any Party may execute
this Agreement using an "electronic signature," as that term is defined in California Civil
Code Section 1633.2, or a "digital signature," as defined by California Government Code
Section 16.5. An electronic or digital signature will have full legal effect and enforceability.
This Agreement may be executed in multiple counterparts, each of which is an original.
All signatures taken together will be considered as one and the same agreement.
15.0 FORCE MAJEURE. Upon written notice by a Party, the respective duties and
obligations of the Parties will be suspended for the time period that performance by the
Party is prevented or substantially impeded by workforce strikes, riots, fire, flood, war,
terrorism, governmental action, or acts of God.
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16.0 TERM. The term of this Agreement is for one year [OR INSERT OTHER TIME
PERIOD] from the Effective Date unless terminated sooner as provided herein. At its
discretion, District may extend the term of this Agreement by written amendment to this
Agreement signed by the Parties.
IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be entered
into as of the Effective Date.
DISTRICT:
Yorba Linda Water District
Richard Mark Toy
General Manager
APPROVED AS TO FORM:
Kidman Gagen Law LLP
Andrew B. Gagen, General Counsel
CONSULTANT:
[NAME]
In
in
(Name and Title)
REVIEWED BY:
Yorba Linda Water District
(Dept Manager Name and Title)
Attachments: Exhibit "A" Scope of Work and Cost Proposal
Exhibit "B" Consultant's Insurance Certificates
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EXHIBIT "A"
SCOPE OF WORK AND COST PROPOSAL
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EXHIBIT "B"
INSURANCE CERTIFICATES
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ITEM NO. 9.2.
Yorba Linda
Water District
AGENDA REPORT
MEETING DATE: October 19, 2023
TO: Board of Directors
FROM: Mark Toy, General Manager
STAFF CONTACTS: Doug Davert, Assistant General Manager
Delia Lugo, Finance Manager
SUBJECT: Amending Purchasing Policy to Address Multiple Year Contracts
RECOMMENDATION:
That the Board of Directors adopt Resolution No. 2023 -XX adding Section 5.4.2.2 to the Purchasing
Policy (3010-007-POL).
SUMMARY:
The Board of Directors instructed staff to amend the Purchasing Policy to provide additional
clarification regarding Multiple Year Contracts. Staff recommends adding Section 5.4.2.2 to the
Purchasing Policy to provide that clarification.
BACKGROUND:
The Board of Directors instructed staff to review the provisions of the purchasing Policy related to
Multiple Year Contracts for Procurement of Professional Services and Non -Professional Services to
ensure that such contracts are periodically reviewed and do not become "evergreen." Staff
recommends that such contracts either return to the Board of Directors for review or be subject to the
Competitive Selection Process set forth in Section 7.0 of the Purchasing Policy at least every five (5)
years (with up to two 5 -year extensions). This recommendation is based on established best
business practices for public water and wastewater agencies. This policy would include contracts
including, but not limited to, the following: legal and financial services, engineering and construction
services, preparation of plans and studies, communications and outreach services, information and
technology services, legislative and lobbying services, supply and maintenance services, and the
like.
In those rare instances where circumstances and the best interests of the District require a longer
term contract, the contract language would need to specify good cause for the extended duration of
the contract. If such a contract is approved by the Board of Directors, it would be exempted from the
five (5) year review/competitive selection requirement.
Unless presented to the Board of Directors for review and consideration of extending the term of the
contract, the contract would automatically need to comply with the provisions of Section 7.0 of the
Purchasing Policy (Competitive Selection Process).
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Therefore, staff recommends adding the following language to the Purchasing Policy:
"5.4.2.2 Multiple Year Contracts for Procurement of Professional Services and Non -Professional
Services in amounts over $75,000 shall not exceed five (5) years in duration with up to two 5 -year
extension options unless the terms of the contract specifically and for good cause provide otherwise.
At the expiration of the five (5) year period and any applicable extensions, the Multiple Year Contract
shall be presented to the Board of Directors for consideration or shall comply with the Competitive
Selection Process set forth in Section 7.0. "
PRIOR RELEVANT BOARD ACTION:
The Purchasing Policy was last modified and approved by the Board of Directors on June 15, 2023.
ATTACHMENTS:
1. Resolution No. 2023 -XX - Amending Purchasing Policy
2. 3010-007-POL - Purchasing Policy - REDLINE
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RESOLUTION NO. 2023 -XX
RESOLUTION OF THE BOARD OF DIRECTORS
OF THE YORBA LINDA WATER DISTRICT
AMENDING THE PURCHASING POLICY
WHEREAS, from time to time, it is necessary for the Board of Directors to review
the Yorba Linda Water District's Purchasing Policy and make
modifications that reflect current District procedures, public policy
demands, and economic conditions; and
WHEREAS, the Board of Directors desires to amend the Policy last adopted by
Resolution No. 2023-16 on June 15, 2023.
NOW, THEREFORE, the Board of Directors of Yorba Linda Water District does find,
determine, and resolve:
Section 1: That effective immediately, Section 5.4.2.2 be added to the Yorba
Linda Water District Purchasing Policy (3010-007-POL) as follows:
"Multiple Year Contracts for Procurement of Professional Services and
Non -Professional Services in amounts over $75,000 shall not exceed
five (5) years in duration with up to two 5 -year extension options
unless the terms of the contract specifically and for good cause
provide otherwise. At the expiration of the five (5) year period and
any applicable extensions, the Multiple Year Contract shall be
presented to the Board of Directors for consideration or shall comply
with the Competitive Selection Process set forth in Section 7.0."
PASSED AND ADOPTED this 19th day of October 2023 by the following called vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
Brett R. Barbre, President
Yorba Linda Water District
ATTEST:
Annie Alexander, Board Secretary
Yorba Linda Water District
Reviewed as to form by General Counsel:
Andrew B. Gagen, Esq.
Kidman Gagen Law LLP
Resolution No. 2023 -XX Amending the Purchasing Policy
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YORBA LINDA WATER DISTRICT
Dept/Div: Finance
Effective Date: June 15, 2023
Supersedes: Resolution No. 2022-16
1.0 General Policy
PURCHASING
Amended By:
Approved By:
Applicability:
3010-007-POL
Resolution No. 2023 -XX
Resolution No. 2023-16
District Wide
1.1 This Yorba Linda Water District Purchasing Policy ("Policy") establishes policies and
procedures for the District to (a) bid and purchase services, materials, equipment, and
supplies (referred to collectively as "Services and/or Materials"), pursuant to Government
Code Section 54201 et seq., and (b) bid and award Public Works projects.
1.2 This Policy establishes the Board of Directors' (the "Board") approved policies and
procedures regarding the Procurement of Services and Materials and Public Works
projects, including expenditure authorization and limits, competitive proposal and
bidding requirements, and general Procurement procedures. All purchases of Services or
Materials and Public Works projects to be paid by the District must adhere to the authority
level and dollar limits of this Policy as set forth in Section 2.0, except as otherwise provided
by specific terms and exceptions in this Policy.
2.0 Authorization
2.1 By adoption of this Policy, the Board is authorizing the General Manager and other
designated representatives to exercise certain duties and responsibilities that are
essential for the day-to-day operation of the District.
2.2 The General Manager may delegate the Procurement of Services and Materials and
Public Works projects to those staff members given specific authority, consistent with the
terms of this Policy.
2.3 Delegation of purchasing authority may be through the authorized use of Purchasing
Cards, Purchase Orders, check requests, or other written authorization. All such purchases
will be made in conformity with the policies and procedures prescribed within this Policy.
2.4 The Board -established Procurement limits and Contract signatory authorities are listed in
Table 1 below. These limits are applicable on a per-expenditure/per-Contract basis, not
on an aggregated basis, for unrelated activities.
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YORBA LINDA WATER DISTRICT
Table 1
3010-007-POL
Procurement Limits and Contract Signatory Authority
Title
Expenditures
Contract Signature Authority
$75,001 and over with Board
General Manager
Up to $75,000
Authorization; up to $75,000
without Board Authorization.
Assistant General Manager
Up to $50,000
Up to $50,000
Department Managers
Up to $25,000
Up to $25,000
Accounting Supervisor, Budget
Analyst, Customer Service Billing
Administrator, Principal Engineer,
Public Affairs Officer, Records
Up to $5,000
None
Management Administrator,
Senior Engineer, Senior Executive
Assistant, Senior IS Administrator,
Superintendents
Administrative Personnel
Up to $2,000
None
3.0 Definitions
The terms referenced in this policy shall have the meanings as defined below:
3.1 Administrative Personnel - District administrative employees authorized by the General
Manager to purchase miscellaneous items, food, and travel in support of District functions
includes Executive Assistant, Human Resources Analyst, Operations Lead Staff, and any
other administrative position as authorized by the General Manager.
3.2 Amendment - A written change or addition to a legal document which, when properly
executed, has the same legal validity of the original document.
3.3 Board - The Board of Directors of Yorba Linda Water District.
3.4 Change Order - A written Amendment modifying the terms of an existing Contract or
Purchase Order.
3.5 Consultant - Any person, firm, or entity that provides or offers to provide Professional
Services to the District.
3.6 Contract - Written agreement authorizing a contractor, Consultant, supplier, or service
provider to provide Services or Materials, or Public Works, in accordance with the material
requirements, conditions, or scope of work stated in the Contract.
3.7 Contractor - Any person, firm, or entity that submits a bid, proposal, or Contract in
connection with a procurement or service. This term also includes any person who
conducts business as an agent or representative of the contractor.
3.8 District - Yorba Linda Water District.
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YORBA LINDA WATER DISTRICT
3010-007-POL
3.9 Emergency- A situation in which unforeseen circumstances present an immediate risk of
harm or hazard to real or personal property, the public health, safety, welfare, or District
personnel or property, or threaten serious interruption of District operations.
3.10 General Manager - General Manager of the District or the person appointed by the
Board to act in the capacity of the General Manager and authorized to administer this
Policy on their behalf.
3.11 Invitation to Bid - A formal process for soliciting sealed bids from qualified prospective
suppliers or Public Works Contractors.
3.12 Multiple Year Contract - A Contract for the purchase of Services, Materials, or Public
Works for (a) a multiple year term or (b) that may contain provisions to extend
performance by exercising optional renewal periods. A Multiple Year Contract does not
obligate the District beyond the initial award period and shall not provide for a
cancellation payment to the Contractor if options are not exercised
3.13 Non -Discretionary Purchases - Payments to utilities, temporary employment services,
insurance providers, healthcare providers, and national, federal, state, or local agencies
that relate to routine obligations and expenses essential to the District's ability to provide
service to customers and that have been approved in fiscal year operating or capital
budgets.
3.14 Non -Professional Services - Services other than Professional Services, including, but not
limited to, supply and maintenance services.
3.15 Procurement - The purchase or lease of Services or Materials, or Public Works.
3.16 Procurement Card - A form of charge card (also referred to as a P -Card or Purchasing
Card) that allows for goods to be purchased without using a Purchase Order. Designated
District staff are issued a US Bank Cal -Card for their use on miscellaneous purchases (refer
to Section 5.3) of this Policy.
3.17 Professional Services - Any type of special service or advice in financial, economic,
accounting, engineering, legal, or administrative matters by persons specially trained and
experienced and competent to perform the special services required. (Gov't Code §
53060.) Such services include but are not limited to architectural; engineering;
environmental; financial; land surveying; construction management; audits; training
services; legal services; preparation of planning or studies; SCADA integration; technology
application development; and personnel, job classification, and benefit studies.
3.18 Public Works - As defined by California Public Code Section 22002, are public projects,
which include construction, reconstruction, alteration, renovation, improvement,
demolition, and repair work involving any publicly owned, leased, or operated facility.
Maintenance work is not considered a public project for purposes of this definition.
3.19 Purchase Order (PO) - An authorization, under a standardized form in which the party
designated as the "provider" is to provide Services and Materials for which the District
agrees to pay.
3.20 Request for Proposal (RFP) - A solicitation used for the Procurement of Professional Services
and Non -Professional Services. Prospective suppliers or Consultants submit proposals
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based on requested information and are evaluated/awarded based on pre -established
criteria.
3.21 Request for Quotes (RFQ) - A solicitation used for Procurement of construction Services or
Materials.
3.22 Requisition (REQ) - The procedural method by which departments may request a PO for
the purchase of materials, supplies, or equipment. Requisitions are entered into the
District's ERP system application.
3.23 Single Source Purchase - Procurement where: (a) there is a compelling reason for only
one source, a preferred brand, like material, homeland security goods, services, etc., to
be procured; or (b) the commodity is unique, including, but not limited to, acquisition of
data processing, telecommunications, and word processing equipment, goods and
services; or (c) the purchase of a specific brand name, make or model is necessary to
match existing District equipment or facilitate effective maintenance and support; or (d)
when it is in the best interest of the District to extend or renew a Contract from a previous
contract period, based on satisfactory service, reasonable prices, avoidance of start-up
costs, avoidance of interruptions to District business, or good business practices. Such a
Procurement of $25,000 or greater must be presented to the Board of Directors at the
next regular scheduled meeting.
3.24 Sole Source Purchase - Procurement where only one viable source exists. This is usually
due to legal restrictions of patent rights and copyrights, a proprietary process, warranty
issues, original equipment, etc. Such a Procurement of $25,000 or greater must be
presented to the Board at the next regular scheduled meeting.
4.0 General Procurement Policies
4.1 Procurement practices shall comply with laws, regulations, and guidelines of the State of
California and any other applicable law and provisions of grant or funding contracts, if
applicable.
4.2 Any employee/individual affecting any Procurement outside of the policies and
procedures established by this Policy and without General Manager or Board
authorization to do so, may be subject to disciplinary action and/or termination in
accordance with District policies.
4.3 Expenditures and Contract awards must be authorized by the appropriate authorization
level indicated in Table 1.
4.3.1 Separating or dividing Contracts into smaller components for the purpose of
bringing the cost of one or more Contracts below any specified sum to avoid a
requirement in any section of this Policy or any policy incorporated herein is strictly
prohibited. Contracts may be divided only to meet unique scheduling of a project
or to accommodate necessary time frames. In addition, no specifications shall be
drafted in such a manner as to limit competitive bidding or solicitation directly or
indirectly to any one specific vendor, or any specific brand, product, thing, or
service, except for those items that are approved as exempt from competitive
bidding or solicitation requirements as provided in Section 7.1.3.
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4.4 Purchase amounts include taxes and the cost of shipping, freight fees, and any other
charges billed by the supplier or Contractor for purposes of the authorization limits under
this Policy.
4.5 Purchase authorization and expenditure limits in Table 1, and competitive solicitation
requirements in Table 2 and as further set forth in this Policy, are on a per purchase/per
Contract basis and shall not be applied as an aggregate limit to any vendor, supplier,
Contractor or Consultant.
4.6 With the exception of the General Manager, in the absence of an authorized signatory for
a given request, authorization will be obtained from the next highest authority in Table 1.
In the case where the next highest authority is absent, then authorization will be obtained
by an authorized signatory in order of rank and availability.
4.7 The District may use electronic commerce whenever practicable or cost-effective. The
District may accept electronic signatures and records in connection with the District
Procurement, as permitted by applicable law.
5.0 Procurement Methods
The following methods are available to initiate a purchase request or to pay for Services and
Materials or Public Works:
5.1 Requisition/Purchase Order - Staff that require Services and Materials to carry out the
defined duties of their positions shall submit Requisitions, in advance, for purchases in
accordance with this Policyand other applicable procedures and policies of the District.
Staff will generate a Purchase Order from the Requisition.
5.1.1 Complete the Requisition form or Requisition data entry screen to request that
Services or Materials are ordered.
5.1.1.1 Allow at least two (2) working days of lead time.
5.1.1.2 Provide complete name and address of selected vendor.
5.1.1.3 Indicate the purpose of the Purchase Order.
5.1.1.4 Describe the Services or Materials clearly and specifically. Include make,
model, manufacturer's part number, catalog number, or vendor catalog
page number, if available. Indicate color, size, or any option required.
5.1.1.5 Indicate the quantity and unit price for each Service or Material.
5.1.1.6 Note whether the Services or Materials are taxable.
5.1.1.7 Note any freight charges.
5.1.1.8 Must indicate a valid General Ledger account number(s), and correct
projects number(s).
5.1.1.9 Indicate the date the Services or Materials are needed.
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5.1.1.10 Attach any required price quotes and data that supports the requested
purchase, if available.
5.1.1.11 Seek appropriate approvals as required in Table 1.
5.1.1.12 Purchases shall not be split to circumvent Contract signatory
authorizations as set in Table 2.
5.1.1.13 Submit Purchase Order for processing.
5.1.2 Upon approval and receipt of a fully executed purchase Requisition, the Purchase
Order will be systematically assigned the next consecutive number.
5.1.2.1 The original Purchase Order will be given back to the originator or sent to
the vendor.
5.1.2.2 A copy of the approved Purchase Order, and any supporting documents,
will be forwarded to Accounts Payable for processing.
5.1.2.3 A copy of the approved Purchase Order will be forwarded to the
Warehouse pending receipt of goods.
5.1.2.4 An electronic record of the Requisition/Purchase Order will be kept within
the purchasing system for historical purposes.
5.2 Check Request - A check request can be used to initiate payment for certain limited
Services or Materials without a Purchase Order. Check requests can be used to request
payment for Non -Discretionary Purchases, services rendered, subscriptions, membership
dues, workshop/seminar/conference registrations, use of facilities, etc.
5.3 CAL -Card and Other Procurement Cards - Designated staff may be assigned a CAL -Card
for miscellaneous purchases. Purchases using the CAL -Card are subject to the terms and
conditions of the District Cardholder Procurement Card Agreement and any other
applicable District procurement card policies or procedures. Professional Services are not
to be acquired on CAL -Cards due to lack of insurance and indemnification language
associated with these services. CAL -Card limits may be increased for a specific
authorized user with the approval of the General Manager subject to the authorization
limits as set in Table 1. Use of all other Procurement Cards are subject to the terms of this
Policy and to any set terms provided at the time of card issuance to the designated staff
and any subsequent Amendments to such terms, and other applicable District policies
(Refer to Exhibit A).
5.4 Contracts - Provisions shall be made, either through specifications or procedures
established by the District, for verification of the references and financial responsibility of
the contracting parties prior to the award of a Contract. After award, all Contracts shall
be executed on behalf of the District by the appropriate authorized signatory indicated
in Table 1. In no case shall any Contract be made if sufficient funds are not budgeted
and appropriated and not available to make payment promptly upon delivery or
completion, or in accordance with a progress payment schedule, unless otherwise
authorized and approved by the Board or approved by the General Manager as
provided for in Section 6.2 (Emergency).
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5.4.1 Contracts for Non -Professional Services, Professional Services, and Public Works shall
be executed when an expenditure exceeds $5,000 (except in the event of an
Emergency).
5.4.2 Multiple Year Contracts are allowed when in the best interests of the District as
determined, and executed by the General Manager.
5.4.2.1 For purposes of Procurement authorization, the dollar value of a Multiple
Year Contract shall be the total Contract value, including optional
renewal periods. Once initially approved in accordance with the Policy
requirements, any optional renewals may then be authorized by the
General Manager at the time of renewal, regardless of the dollar amount,
provided the pre -priced option is consistent with the terms of the Contract
as initially approved.
5.4 5.4.2.2 Multiple Year Contracts for Procurement of Professional Services
and Non -Professional Services in amounts over $75,000 shall not exceed
five (5) years in duration with up to two 5 -year extension options unless the
terms of the contract specifically and for good cause provide otherwise.
At the expiration of the five (5) year period and any applicable
extensions, the Multiple Year Contract shall be presented to the Board of
Directors for consideration or shall comply with the Competitive Selection
Process set forth in Section 7.0.
6.0 Exceptions to Pre -Authorization
6.1 Non -Discretionary Purchases - Do not require Board approval for payment, including
those that exceed the General Manager limit of $75,000. Purchase Orders are not
required for Non -Discretionary Purchases that pertain to payments to utilities, insurance
providers, health care providers, payroll, and national, federal, state, or local agencies
that relate to routine obligations and expenses essential to the District's ability to provide
service to customers and that have been approved in fiscal year operating budgets.
6.2 Emergency Work/Services - The General Manager, Assistant General Manager, or the
assigned Operations or Engineering Manager may authorize Emergency expenditures for
work, Services, and/or Supplies where the cost exceeds $75,000 without prior Board
approval. The Board shall be notified of any expenditures for Emergency work, Services
and/or Supplies exceeding the General Manager's authorization limit at the next
regularly scheduled Board meeting.
6.3 Purchase Requests - Require no prior authorization or signatory approval under Table 1 to
replenish the District's warehouse inventory within established inventory re -order levels.
7.0 Competitive Selection Process
7.1 General - A competitive selection process for Procurement of Services and Materials, and
for Public Works projects, is required in accordance with the limits as set forth in Table 2
below (subject to certain exceptions, qualifications, or limitations as further set forth
below).
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Table 2
Competitive Solicitation Process - Requirements
Purchase Amount
Solicitation Requirement
$25,000 and under
One Quote
$25,001 - $50,000
Two Quotes
$50,001 - $75,000
Three Quotes
$75,001 and over
RFP or RFQ or Invitation to Bid Process Required
7.1.1 Competitive Solicitation - Submission
3010-007-POL
7.1.1.1 All quotes, bids, and proposals must be in writing. An email is acceptable
for expenditures of $75,000 and under.
7.1.1.2 RFP, RFQ, and Invitation to Bid submissions must be in writing and be in
substantial compliance with terms in the solicitation, or as otherwise
required by law, or may be disqualified.
7.1.1.3 Quotes, bids, and proposal documentation shall be retained pursuant to
the District's record retention policy.
7.1.2 Exceptions from Competitive Solicitation Process - Generally, solicitation of bids or
proposals is preferable whenever practicable. In addition to the exceptions stated
under Section 7.3.2, the competitive solicitation requirements established in Table
2 may be waived when any of the following criterion is applicable:
7.1.2.1 Sole Source Purchases.
7.1.2.2 Single Source Purchases.
7.1.2.3 Emergency expenditures.
7.1.2.4 After a reasonable attempt has been made to obtain competitive
quotes/ responses and it has been determined that (a) no additional
suppliers/providers/Contractors/Consultants can be located; (b) the
District has a lack of response from
suppliers/providers/Contractors/Consultants to a competitive solicitation;
or, (c) when sufficient, satisfactory bids/proposals are not received, based
on the District's sole discretion.
7.1.2.5 Purchases to replenish the District's warehouse inventory within
established inventory re -order levels.
7.1.2.6 As provided by law.
It shall be at the discretion of the General Manager or Assistant General Manager
and the initiating Department Manager(s) to determine whether an expenditure
meets a criterion listed herein to be exempt from a competitive solicitation, subject
to any Board authorization. Such expenditures that meet a criterion will be
presented to the Board of Directors at a publicly held meeting.
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7.2 Public Works - Contracts for Public Works projects shall conform to applicable
requirements for Public Works Contracts under State law, including but not limited to
requirements relating to (a) listing of subcontractors, (b) posting of a payment bond in
an amount not less than 100% of the total Contract amount for all Public Works Contracts
over $25,000, and (c) payment of prevailing wages for all Contracts for Public Works
exceeding $1,000 or as otherwise required by statute.
Unless specifically waived by the District with the approval of the General Manager and
District's legal counsel, the District shall require performance bonds for all Public Works
Contracts in an amount not less than 100% of the total Contract amount. Public Works
Contracts let by an Invitation to Bid may be awarded (a) to the lowest responsive,
responsible bidder, and (b) in accordance with (i) State law, (ii) the District's standard
Public Works Contract documents, and (iii) Section 11.0 below.
7.3 Professional Services (over $75,000) - RFPs will be initiated pursuant to the limits set forth
in Table 2 when the Contract is anticipated to exceed $75,000, unless the District's needs
mandate uniquely qualified services, in which case only one proposal from a qualified
firm may be solicited. Professional Services may be engaged in accordance with
California Government Code §4525 et seq., and on the basis of demonstrated
competence and qualifications for the types of services to be performed and at fair and
reasonable prices to the District.
7.3.1 Professional Engineering Services - The District may request proposals for
engineering services when the Contract amount is anticipated to exceed $25,000,
and up to $75,000. For engineering services anticipated to exceed $75,000, RFPs
will be initiated pursuant to the limits set forth in Table 2.
7.3.2 On Call Engineering Services - The District may solicit RFPs for on-call engineering
services and enter agreements for on-call engineering services. Entering into an
agreement qualifies Consultant to perform services for the District on a task order
basis, but it does not entitle Consultant to any compensation or a right to perform
services on any scope of work or particular task order for the District. When the
District needs services for task(s), it will submit a scope of work to Consultant
requesting task proposals. If Consultant's task proposal is selected by the District,
Consultant represents and warrants to District that it is fully qualified and available
to perform the services for, and as requested by, the District.
7.3.3 Exceptions from Competitive Solicitation Process - Professional Services - In
addition to the exception for "uniquely qualified services" set forth under Section
7.3, the following criteria shall apply as exceptions to the competitive solicitation
requirements set forth under Table 2 for Professional Services where such
requirements would otherwise apply:
7.3.3.1 For Professional Services estimated to cost $25,000 or less, staff may
request a proposal from one (1) qualified Consultant.
7.3.3.2 For Public Works projects where the project design is scheduled in phases,
the related Professional Services may be negotiated with the Consultant
that performed the work for a prior phase, if (a) the Consultant performed
satisfactory work on the prior phase(s) in terms of quality, schedule, and
estimated design costs and (b) a satisfactory Contract can be
negotiated.
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7.3.3.3 For Professional Services in which it is impracticable to comply with the
selection process because of the unique, exploratory, or experimental
nature of the project, staff may request a proposal from one (1) qualified
Consultant.
7.4 Rejecting Competitive Responses - In response to an Invitation to Bid, RFQ, or RFP, the
District may reject a bid or other response which is in any way incomplete, irregular,
amplified, unqualified, conditional, or otherwise not in compliance with the solicitation
documents in all material respects and in accordance with law. The District may (a)
waive any informality, irregularity, immaterial defects, or technicalities in any bids or other
responses received; and/or (b) cancel an Invitation for Bid or RFP/RFQ, or reject all bids
or responses for any other reason, which indicates the cancellation or rejection of all bids
or responses is (i) in the best interest of the District, and (ii) in accordance with law.
Rejection of all bids or responses or cancellation of competitive solicitations, including
determinations to re -bid, or re -solicit are subject to the same level of authority which is
required to award a Contract as provided under Table 1, and as required by law.
7.5 Awarding Contracts - Consistent with Section 11.0 below, the District reserves the right to
award Contracts based upon the best interests of the District as determined by the District
in its sole discretion.
8.0 Change Orders
8.1 Change Orders may be issued from time to time as required by changes in the
specifications or conditions of a project, services performed, or materials to be issued.
8.1.1 Change Orders - PO Only - Change Orders up to 10% (to a maximum additional
$1,000) of the original PO amount may be issued by the appropriate Department
Manager without further approvals. A revised Purchase Order Requisition must be
completed and approved at the appropriate authorization levels under Table 1
for any Change Order request exceeding the original amount by more than 10%
or the $1,000 limit.
8.1.2 Change Orders - Formal Contracts and Amendments
8.1.2.1 For Contracts and/or Amendments under $75,000:
■ Change Orders up to 10% of the original Contract amount can be
approved by the appropriate authorization levels as outlined in Table
1 up to a maximum total Contract amount of $75,000 without Board
approval.
■ Board approval is required for Change Order requests exceeding the
original Contract amount by more than 100, or resulting in a total
Contract amount over $75,000.
8.1.2.2 For Contracts and/or Amendments $75,001 and over:
■ Change Orders up to 100 (to a maximum additional $75,000) of the
original Contract amount can be approved by the appropriate
authorization levels as outlined in Table 1 without Board approval.
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■ Board approval is required for Change Order requests exceeding the
original Contract amount by more than 10%, or resulting in a $75,000
increase.
8.1.3 Change Order Exceeding Limits
A Change Order exceeding the Change Order limits set forth in this article may
be authorized by the General Manager prior to Board approval if, in the General
Manager's determination, any of the following circumstances exist:
8.1.3.1 A delay in Change Order authorization could result in a negative financial
impact to the District.
8.1.3.2 A delay in Change Order authorization could result in damage to or
impairment of the operations of a District facility.
8.1.3.3 An Emergency exists which requires immediate work/services.
The Board shall be notified of any Change Order authorization exceeding the
General Manager's authorization limit at the next regularly scheduled Board
meeting.
9.0 Ethical Procurement Conflict of Interest
9.1 Board members, District officers, and employees shall not be financially interested in any
Contract made by them in their official capacity. (Government Code Sections 1090 and
1091.5). Board Members, District officers, and employees shall not participate in any way
to influence a governmental decision in which he/she knows or has reason to know that
he/she has a financial interest. (Government Code Section 87100 et seq.)
9.2 Any District employee (other than Administrative Personnel not under Designated Positions
in the District's Conflict of Interest Code) authorized under this Policy to make or enter into
purchases on behalf of the District will complete a Statement of Economic Interests (Form
700) and comply with the District's Conflict of Interest Code.
9.3 Confidential or proprietary information must be handled with due care and proper
consideration of ethical and legal ramifications and governmental regulations.
9.4 Purchasing activities must be performed in accordance with all applicable laws and
District policies.
9.5 Any employee/individual who violates the standards set forth in this Section may be
subject to disciplinary action consistent with the District's Ethics Policy and Employee
Memorandum of Understanding or Personnel Manual in effect.
10.0 Emergency Procurement Procedures
10.1 In the event that the District declares an Emergency, the District may procure the
necessary equipment, Services, and Materials in response to that Emergency without
following the purchasing procedures prescribed by this Policy.
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10.2 General Manager Authority
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10.2.1 The Board has authorized the General Manager, or their designee, to approve
Emergency Procurements described in Section 10.1.
10.2.2 If the Emergency Procurement exceeds the General Manager's approval
authority, the General Manager, or their designee, shall report to the Board, at its
next meeting, the reasons justifying why the Emergency did not permit time to
comply with the District's purchasing requirements and why the purchase was
necessary to respond to the Emergency.
10.3 Board Ratification
10.3.1 After the District makes an Emergency Procurement, it shall make a finding based
on substantial evidence set forth in the minutes of its meeting that the Emergency
did not permit time to comply with the District's purchasing requirements, and that
the purchase was necessary to respond to the Emergency.
10.4 Federally Declared Emergencies; Procurement and Contracting Requirements
10.4.1 In the event of an Emergency declared by the President of the United States, the
District must comply with Federal procurement standards as a condition of
receiving public assistance funding from the Federal Emergency Management
Agency (FEMA) for Contract costs for eligible work. FEMA funding is governed by
Title 2 of the Code of Federal Regulations (CFR) Part 200, Uniform Administrative
Requirements, Cost Principles, and Audit Requirements for Federal Awards.
10.4.2 Federal Emergency Procurement Procedures
10.4.2.1 Micro Purchases
■ Purchases within the micro -purchase threshold (e.g. currently set at
purchases of $10,000 or less but periodically adjusted for inflation) may
be awarded without soliciting competitive quotations if the District
considers, in its sole discretion, the price to be reasonable.
■ To the extent practicable, the District must distribute micro -purchases
equitably among qualified suppliers.
10.4.2.2 Small Purchases
■ Purchases within the simplified acquisition threshold (e.g. currently set
at purchases of $250,000 or less) shall not be required to be formally
bid.
■ Price quotations must be received from no less than three (3) sources.
10.4.2.3 Formal Sealed Bidding
■ Formal, sealed bidding is required for purchases greater than the
simplified acquisition threshold, which is currently set at $250,000, or as
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may be adjusted by the Federal Acquisition Regulation, pursuant to
48 CFR Section 2.101.
■ The District must publicly advertise the invitation for Bids and publicly
open all bids at the time and place prescribed in the Invitation to Bid.
■ Any Contracts awarded pursuant to this procedure may be to the
lowest responsible bidder submitting a responsive bid and shall be for
a firm fixed price.
10.4.2.4 Solicitation of Competitive Proposals
■ When the nature of a Procurement does not lend itself to formal,
sealed bidding (e.g. Professional Services), the District may solicit
competitive proposals.
■ A Request for Proposals (RFP) must be publicly advertised, and the
District must solicit proposals from an adequate number of sources.
The RFP must identify all evaluation factors and their relative
importance; however, the numerical or percentage ratings or weight
need not be disclosed.
■ Any Contract awarded based on the competitive proposal
Procurement process cannot be based exclusively on price or price -
related factors.
■ If a Contract is awarded, it may be to the responsible firm whose
proposal is most advantageous to the District ("best value"), with price
and other factors considered.
10.4.3 Federal Emergency Noncompetitive Procurements
10.4.3.1 Contracts may be procured through a noncompetitive proposal only
when:
■ The item is only available from a single source;
■ The public exigency or Emergency for the requirement will not permit
a delay resulting from competitive solicitation;
■ The District authorizes noncompetitive proposals, as otherwise
permitted by the Purchasing Policy; or
■ Competition is deemed inadequate after the solicitation of a number
of sources.
10.4.4 Federal Emergency Contracting with Small and Minority Firms, Women's Business
Enterprises, and Labor Area Surplus Firms
10.4.4.1 The District must conduct all necessary affirmative steps to ensure the use
of minority businesses, women's business enterprises, and labor surplus
area firms when possible, as set forth in 2 CFR Section 200.321.
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10.4.4.2 The District has developed Contract templates that include requirements
for bidders to take those affirmative steps to secure involvement by those
firms, as outlined in 2 CFR Section 200.321 (b).
10.4.5 Federal Emergency Cost or Price Analysis
10.4.5.1 The District shall perform a cost or price analysis in connection with every
Procurement, including Contract modifications, in excess of the simplified
acquisition threshold. While the method and degree of analysis depends
on the facts surrounding the particular Procurement, the District must, at
a minimum, make independent estimates before receiving bids or
proposals.
10.4.5.2 The District shall negotiate profit as a separate element of the price for
each Contract in which there is no price competition and in all cases
where a cost analysis is performed as required by 2 CFR Section
200.323 (b) .
10.4.6 Federal Emergency Payment Procedures
10.4.6.1 Contracts entered into pursuant to this Section 10.4 shall utilize only fixed-
price, cost -reimbursement, or, to a limited extent, time and materials
payment methods.
10.4.6.2 Time and Materials (T&M) Contracts
• T&M Contracts should be used rarely, and the use of T&M Contracts
should be limited to a reasonable time period (e.g., no more than 70
hours) based on circumstances during which the District cannot
define a clear scope of work.
■ The District shall only enter into a T&M Contract if all of the following
apply:
- No other Contract was suitable;
- The contract has a guaranteed maximum price that the
Contractor exceeds at its own risk; and
- The District provides a high degree of oversight to obtain
reasonable assurance that the Contractor is using efficient
methods and effective cost controls.
■ The District must define the scope of work as soon as possible to
enable Procurement of a more acceptable type of Contract (i.e.,
non-T&M).
10.4.6.3 Separate Invoicing
■ All purchases made during a proclaimed Emergency shall require
separate invoicing from routine (i.e., non -Emergency related)
purchases. All invoices shall state the Services or Materials provided
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and shall specify where the Services or Materials were delivered. All
invoices shall specify the location(s) where the Services or Materials
were used, if possible. Any invoice which fails to properly identify the
Emergency nature of the purchase and provide details as to the
date(s) and location(s), as appropriate, shall not be paid until such
information is provided by the vendor and re -submitted in correct
form.
10.4.6.4 Auditing of Invoices for Debris Removal
■ All invoices for debris clearance and removal shall be audited prior to
payment to the vendor. Vendors shall be notified of the requirement
prior to award of any Contract for debris clearance and/or removal.
Audits shall be in accordance with procedures for debris removal
monitoring specified in FEMA's Publication 325, Debris Management
Guide.
11.0 Procurement Procedures Pertaining to Federal Grants
11.1 In the event that the District is identified as a recipient or sub -recipient of a Federal
Government Grant or any Pass -Through Federal Grant, the District will be required to
comply with the Federal Uniform Guidance (2 C.F.R. Part 200) standards and procedures
as listed in Exhibit B. This Guidance establishes requirements by grantees when procuring
goods and services needed to carry out a Federal award.
12.0 County Water District Status
12.1 The District is a County Water District and therefore is not mandated by State law to
competitively bid any purchases, including those for Public Works projects and/or capital
expenditures. (Associated Builders & Contractors, Golden Gate Chapter, Inc. v. Contra
Costa Water District (1995) 37 Cal.App.4th 468.) The District has discretion to enter into
non -bid Contracts for Public Works, to procure Services and Materials, to contract for
design -build work, to utilize job -order contracting and to enter into Cooperative
Purchasing arrangements for the design, construction, and maintenance of Public Works,
or undertake any other form of contracting determined to be in the District's best interest,
except as otherwise expressly restricted by law. Notwithstanding this lack of legal
mandate and contractual discretion, District staff shall make a good faith effort to
support the Competitive Selection Process described in Section 7.
13.0 Policy Revisions
13.1 This Policy will be maintained and revised by the General Manager or their designated
representatives in consultation with the District's legal counsel, subject to approval by the
Board. This Policy will be reviewed on an annual basis and revisions will occur whenever
applicable Federal, State, or local regulations change or otherwise as the need arises
and in the discretion of the Board.
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YORBA LINDA WATER DISTRICT
EXHIBIT A
PROCUREMENT CARD POLICY
1.0 Purpose
3010-007-POL
The Procurement Card Program was developed to allow designated full-time regular
employees the capability to purchase, with predefined spending limits, certain types of items
directly from the merchant thus reducing the cost associated with low -value purchasing
activity. The purpose of this policy is to identify the conditions in which employees will be issued
a Procurement Card and the rules for its use.
2.0 General Information
Authorization to use this Card is restricted to the CARDHOLDER ONLY and MAY NOT BE USED
FOR PERSONAL PURCHASES.
2.1 Employees will not use District Procurement Cards for personal expenses even if the intent
is to reimburse the District later.
2.2 Procurement Cards must not be used for purchases when the cardholder has personal
interest in the merchant or knowledge that a purchase would create a conflict of interest.
2.3 Before receiving a Procurement Card, employees will sign a "Cardholder Procurement
Card Agreement" and receive a copy of the Policies and Procedures setting forth their
obligations under this program.
2.4 The Procurement Card is supplemented to the procurement process. As with other
procurement methods the following conditions must be met when using the Procurement
Card:
2.4.1 The Procurement Card should be used whenever possible in lieu of petty cash or
low dollar Requisitions from point of sale vendors.
2.4.2 Purchases shall not be split to circumvent transaction limits as set in Table 1 of this
Procurement Policy.
2.4.3 Each single purchase may be comprised of multiple items, but the total including
tax and freight cannot exceed the single purchase dollar limit on the Procurement
Card.
2.4.4 Every purchase using the Procurement Card must adhere to all provisions of the
Procurement Policy.
3.0 Procurement Card Role Definitions
3.1 Cardholder - The cardholder is the District employee whose name appears on the
Procurement card.
3.2 Approver: The Approver is the person who is responsible for reviewing the charges for a
group of cardholders to ensure that purchases are appropriate and allowed.
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YORBA LINDA WATER DISTRICT
3010-007-POL
3.3 Program Administrator: The Program Administrator provides overall administration and
oversight of the Procurement Card program.
4.0 Responsibilities
4.1 Cardholders: Cardholders Safeguard the Procurement Card, provide itemized receipts
for all transactions, allocate the transactions, and sign off on the transactions in a timely
basis.
4.2 Approvers: Approvers review transactions of cardholders for adherence to policies and
procedures, ensure that all transactions are properly coded, and all disputed charges
are correctly reported.
4.3 The Cardholder and Approver are required to review and approve the individual
cardholder transactions and submit to Accounts Payable within the established time
frame specified by Finance Manager. This is critical to allow Accounts Payable to make
payment within specified time limits.
4.4 Failure to meet approval deadlines can result in the following:
4.4.1 First Failure - Verbal/electronic warning.
4.4.2 Second Failure - Written warning and notification to the appropriate Department
Manager and possible suspension of card privileges.
4.4.3 Third Failure - Suspension of card privileges. Restoration of card privileges requires
approval by the Finance Manager.
5.0 Procurement Audits
To ensure the continued success of the Procurement Card Program, periodic, random audits
will be performed by the Finance Department. The purpose of the audits will be to ensure the
cardholders are adhering to established policies and procedures.
6.0 Use of Procurement Card for Travel and Meals
Procurement cards may be used for approved travel in accordance with the District's travel
policy.
7.0 Card Restrictions
The Procurement Card is not to be used for services of any kind, leases, or repairs excluding
auto when traveling, due to insurance requirements and the complexity of IRS 1099 reporting.
Department Managers may apply additional restrictions on card use. It is the responsibility of
the cardholder to know what their department's restrictions are.
8.0 Misuse of a Procurement Card
8.1 The following situations are a few examples of "misuse" of a Procurement Card:
8.1.1 Purchases using the Procurement Card for personal benefit of the employee.
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YORBA LINDA WATER DISTRICT
3010-007-POL
8.1.2 Assignment or transfer of an individual Procurement Card to an unauthorized
person.
8.1.3 Purchases from family, friends or relatives where there is personal gain or a conflict
of interest, perceived or real.
8.2 Any variance, misuse, and/or violation of the policy and processes set forth will be
considered improper use of the card. This may result in card cancellation, disciplinary
action, up to and including termination.
9.0 Return of Merchandise
In the event the cardholder determines that an item must be returned for any reason, the item
and credit card receipt must be returned to the merchant/vendor as soon as possible. At no
time is the cardholder allowed to accept a store gift card or cash in lieu of a credit adjustment
to the Procurement Card. Cardholder is responsible for allocating and signing off on both the
purchase and the credit transactions in a timely manner.
10.0 Disputes
All transactions should be monitored for validity and disputed transactions must be reported
to the Program Administrator. To process a dispute, consult the Program Administrator.
11.0 Lost or Stolen Cards
When a Procurement Card is lost or stolen during normal business hours the Cardholder must
notify their Approver and the Program Administrator immediately. If it is after hours the
Cardholder must notify the issuing bank directly.
12.0 Separation, Transfer or Revocation of Card Privileges
Upon leaving the District, transferring to another Department or loss of Procurement Card
privileges, the Cardholder must return their Procurement Card to Human Resources.
Concurrent with surrendering the card, the cardholder must deliver documentation to their
supervisor of all outstanding transactions.
The General Manager, Assistant General Manager, or Department Managers have absolute
discretion to suspend or revoke a Cardholder's privileges at any time and for any reason.
Page 18 of 26
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YORBA LINDA WATER DISTRICT
EXHIBIT B
FEDERAL REQUIREMENTS
1.0 Regulations for Procurement of Property or Services Stemming from Federal Aid
3010-007-POL
1.1 This section shall apply to the awarding of sub -grants and contracts by the District
stemming from federal grants to the District. This section shall have the same application
on the awarding of sub -grants and contracts by the District stemming from state, county
or other non-federal government entity grants originating as federal grants.
2.0 Procurement Standards
2.1 The District shall maintain a contract administration system which ensures contractors
perform in accordance with the terms, conditions and specifications of their contracts or
purchase orders.
2.2 The District shall maintain written standards of conduct covering conflicts of interest and
governing the actions of its employees engaged in the selection, award and
administration of contracts. No employee, officer or agent of the District shall participate
in selection, or in the award or administration of a contract supported by federal funds if
a conflict of interest, real or apparent, would be involved. Such a conflict would arise
when:
2.2.1 The employee, officer or agent;
2.2.2 Any member of his or her immediate family;
2.2.3 His or her partner; or
2.2.4 An organization which employs, or is about to employ, any of the above, has a
financial or other interest in or a tangible personal benefit from a firm considered
for award.
2.3 The District's officers, employees or agents will neither solicit nor accept gratuities, favors
or anything of monetary value from contractors, potential contractors, or parties to sub -
agreements. Such a conflict will not arise where the financial interest is not substantial or
the gift is an unsolicited item of nominal intrinsic value. The District's standards of conduct
provide for disciplinary actions to be applied for violations of such standards by officers,
employees, or agents of the District.
2.4 The District shall not enter into a contract with a non -Federal entity has a parent, affiliate,
or subsidiary organization that is not a state, local government or Indian tribe, unless the
non -Federal entity maintains written standards of conduct covering organizational
conflicts of interest. Organizational conflicts of interest mean due to relationships with a
parent company, affiliate, or subsidiary organization, the non -Federal entity is unable or
appears to be unable to be impartial in conducting a procurement action involving a
related organization.
2.5 The District shall avoid acquisition of unnecessary or duplicative items. Consideration will
be given to consolidating or breaking out procurements to obtain a more economic
purchase. Where appropriate, an analysis will be made of lease versus purchase
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YORBA LINDA WATER DISTRICT
3010-007-POL
alternatives, and any other appropriate analysis to determine the most economical
approach.
2.6 The District shall consider entering into state and local intergovernmental agreements or
inter -entity agreements where appropriate for procurement or use of common or shared
goods and services.
2.7 The District shall consider using Federal excess and surplus property in lieu of purchasing
new equipment and property whenever such use is feasible and reduces project costs.
2.8 The District shall consider using value engineering clauses in contracts for construction
projects of sufficient size to offer reasonable opportunities for cost reductions. Value
engineering is a systematic and creative analysis of each contract item or task to ensure
its essential function is provided at the overall lower cost.
2.9 The District shall make awards only to responsible contractors possessing the ability to
perform successfully under the terms and conditions of a proposed procurement.
Consideration will be given to such matters as contractor integrity, compliance with
public policy, record of past performance and financial and technical resources.
2.10 The District shall maintain records sufficient to detail the history of procurement. These
records will include, but are not necessarily limited to the following: rationale for the
method of procurement, selection of contract type, contractor selection or rejection and
the basis for the contract price.
2.11 The District shall use time and material type contracts only:
2.11.1 After a determination is made that no other contract is suitable; and
2.11.2 If the contract includes a ceiling price the contractor exceeds at their own risk.
2.12 The District alone shall be responsible, in accordance with good administrative practice
and sound business judgment, for the settlement of all contractual and administrative
issues arising out of procurements. These issues include, but are not limited to, source
evaluation, protests, disputes and claims. These standards do not relieve the District of
any contractual responsibilities under its contracts.
3.0 Competition
3.1 The District will conduct procurement transactions in a manner providing full and open
competition. To ensure objective contractor performance and eliminate unfair
competitive advantage, contractors developing or drafting specifications, requirements,
statements of work, or invitations for bids or requests for proposals shall be excluded from
competing for such procurements.
3.2 The District shall conduct procurements in a manner prohibiting the use of statutorily or
administratively imposed in-state or local geographical preferences in the evaluation of
bids or proposals, except in those cases where applicable Federal statutes expressly
mandate or encourage geographic preference. When contracting for architectural and
engineering (A/E) services, geographic location may be a selection criteria provided its
application leaves an appropriate number of qualified firms, given the nature and size of
the project, to compete for the contract.
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YORBA LINDA WATER DISTRICT
3010-007-POL
3.3 The District shall have written procedures for procurement transactions. These procedures
will ensure that all solicitations:
3.3.1 Incorporate a clear and accurate description of the technical requirements for
the material, product or service to be procured. Such description shall not, in
competitive procurements, contain features which unduly restrict competition.
The description may include a statement of the qualitative nature of the material,
product or service to be procured, and when necessary, shall set forth those
minimum essential characteristics and standards to which it must conform if it is to
satisfy its intended use. Detailed product specifications should be avoided. When
it is impractical or uneconomical to make a clear and accurate description of the
technical requirements, a brand name or equal description may be used to define
the performance or other salient requirements of procurement. The specific
features of the named brand which must be met by offerors shall be clearly stated;
and
3.3.2 Identify all requirements which the offerors must fulfill and all other factors to be
used in evaluating bids or proposals.
3.4 The District shall ensure prequalified lists of persons, firms or products that are used in
acquiring goods and services are current and include enough qualified sources to ensure
maximum open and free competition. The District shall not preclude potential bidders
from qualifying during the solicitation period.
4.0 Methods of Procurement to be Followed
The District shall use one of the following methods of procurement:
4.1 Procurement by Micro -Purchases. Procurement by micro -purchase is the acquisition of
supplies or services, the aggregate dollar amount of which does not exceed the micro -
purchase threshold as set by the Federal Acquisition Regulation at 48 CFR Subpart 2.1
(Definitions) and adjusted periodically for inflation. As of the date of this ordinance, the
micro -purchase threshold is $10,000.
4.2 Procurement by Small Purchase Procedures. Small purchase procedures are those
relatively simple and informal procurement methods for securing services, supplies or
other property that do not cost more than the simplified acquisition threshold as set by
the Federal Acquisition Regulation at 48 CFR Subpart 2.1 (Definitions) and in accordance
with 41 U.S.C. 1908 and periodically adjusted for inflation. If small purchase procedures
are used, price or rate quotations shall be obtained from an adequate number of
qualified sources. As of the date of this ordinance, the simplified acquisition threshold is
$250,000.
4.3 Procurement by Sealed Bids (Formal Advertising). Bids are publicly solicited and a firm -
fixed -price contract (lump sum or unit price) is awarded to the responsible bidder whose
bid, conforming to all the material terms and conditions of the invitation for bids, is the
lowest in price.
4.3.1 For sealed bidding to be feasible, the following conditions should be present:
4.3.1.1 A complete, adequate, and realistic specification or purchase
description is available;
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YORBA LINDA WATER DISTRICT
3010-007-POL
4.3.1.2 Two or more responsible bidders are willing and able to compete
effectively for the business; and
4.3.1.3 The procurement lends itself to a firm -fixed-price contract and the
selection of the successful bidder can be made principally based on
price.
4.3.2 If sealed bids are used, the following requirements apply:
4.3.2.1 The invitation for bids will be publicly advertised and bids shall be solicited
from an adequate number of known suppliers, providing them sufficient
time prior to the date set for opening the bids;
4.3.2.2 The invitation for bids, which will include any specifications and pertinent
attachments, shall define the items or services for the bidder to properly
respond;
4.3.2.3 All bids will be publicly opened at the time and place prescribed in the
invitation for bids;
4.3.2.4 A firm -fixed-price contract award will be made in writing to the lowest
responsive and responsible bidder. Where specified in bidding
documents, factors such as discounts, transportation cost and life cycle
costs shall be considered in determining which bid is lowest. Payment
discounts will only be used to determine the low bid when prior
experience indicates that such discounts are usually taken advantage of;
and
4.3.2.5 If there is a sound documented reason, any or all bids may be rejected.
4.4 Procurement by Competitive Proposals. The technique of competitive proposals is
normally conducted with more than one source submitting an offer, and either a fixed-
price or cost -reimbursement type contract is awarded. It is generally used when
conditions are not appropriate for the use of sealed bids. If this method is used, the
following requirements apply:
4.4.1 Requests for proposals shall be publicized and identify all evaluation factors
including relative importance. Any response to publicized requests for proposals
shall be honored to the maximum extent practical;
4.4.2 Proposals will be solicited from an adequate number of qualified sources;
4.4.3 The District shall conduct technical evaluations of the proposal received and for
selecting awardees;
4.4.4 Awards will be made to the responsible firm whose proposal is most advantageous
to the program, with price and other factors considered; and
4.4.5 The District may use competitive proposal procedures for qualifications -based
procurement of architectural/engineering (A/E) professional services whereby
competitors' qualifications are evaluated and the most qualified competitor is
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YORBA LINDA WATER DISTRICT
3010-007-POL
selected, subject to negotiation of fair and reasonable compensation. The
method, where price is not used as a selection factor, can only be used in
procurement of A/E professional services. It cannot be used to purchase other
types of services though A/E firms are a potential source to perform the proposed
effort.
4.5 Procurement by noncompetitive proposals is procurement through solicitation of a
proposal from only one source and may be used only when one or more of the following
circumstances applies:
4.5.1 The item is available only from a single source;
4.5.2 The public exigency or emergency for the requirement will not permit a delay
resulting from competitive solicitation;
4.5.3 The Federal awarding agency or pass-through entity expressly authorizes
noncompetitive proposals in a written request from the District; or
4.5.4 After solicitation of multiple sources, competition is determined inadequate.
4.6 Contracting with Small and Minority Businesses, Women's Business Enterprises and Labor
Surplus Area Firms.
4.6.1 The District shall take all necessary affirmative steps to assure that minority
businesses, women's business enterprises and labor surplus area firms are used
when possible.
4.6.2 Affirmative steps include:
4.6.2.1 Placing qualified small and minority businesses and women's business
enterprises on solicitation lists;
4.6.2.2 Assuring that small and minority businesses and women's business
enterprises are solicited whenever they are potential sources;
4.6.2.3 Dividing total requirements, when economically feasible, into smaller tasks
or quantities to permit maximum participation by small and minority
businesses and women's business enterprises;
4.6.2.4 Establishing delivery schedules, where the requirement permits, which
encourage participation by small and minority businesses and women's
business enterprises;
4.6.2.5 Using the services and assistance, as appropriate, of such organizations
as the Small Business Administration and the Minority Business
Development Agency of the Department of Commerce; and
4.6.2.6 Requiring the prime contractor, if subcontracts are to be let, to take the
affirmative steps listed in subsections 4.6.2.1 through 4.6.2.6 of this section.
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YORBA LINDA WATER DISTRICT
4.7 Contracts Cost and Price
3010-007-POL
4.7.1 The District shall perform a cost or price analysis in every procurement action
exceeding the simplified acquisition threshold including contract modifications.
The method and degree of analysis will be dependent on the facts surrounding
each procurement situation. As a starting point, the District shall make
independent estimates before receiving bids or proposals.
4.7.2 Costs or prices based on estimated costs for contracts under the Federal award
will be allowable only to the extent that costs incurred or cost estimates included
in negotiated prices would be allowable for the District under Subpart E - Cost
Principles of Title 2, Subtitle A, Part 200 (Uniform Administrative Requirements, Cost
Principles, and Audit Requirements for Federal Awards).
4.7.3 The cost plus a percentage of cost and percentage of construction cost methods
of contracting shall not be used.
4.8 Federal Awarding Agency or Pass -Through Entity Review
4.8.1 The District shall make available, upon request of the Federal awarding agency or
pass-through entity, technical specifications on proposed procurements where
the Federal awarding agency or pass-through entity believes such review is
needed to ensure that the item or service specified is the one being proposed for
purchase.
4.8.2 The District shall make available upon request, for the Federal awarding agency
or pass-through entity pre -procurement review, procurement documents, such as
requests for proposal or invitations for bids, or independent cost estimates when:
4.8.2.1 The District's procurement procedures or operation fails to comply with
the procurement standards of Title 2, Subtitle A, Part 200, Subsection
200.324;
4.8.2.2 The procurement is expected to exceed the simplified acquisition
threshold and is to be awarded without competition or only one bid or
offer is received in response to a solicitation;
4.8.2.3 The procurement, which is expected to exceed the simplified acquisition
threshold, specifies a "brand name" product;
4.8.2.4 The proposed contract is more than the simplified acquisition threshold
and is to be awarded to other than the apparent low bidder under a
sealed bid procurement; or
4.8.2.5 A proposed modification changes the scope of a contract or increases
the contract amount by more than the simplified acquisition threshold.
4.8.3 The District may be exempted from the pre -procurement review in subsection 4.8.2
above if the Federal awarding agency or pass-through entity determines that its
procurement systems comply with the standards set forth in Title 2, Subtitle A, Part
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YORBA LINDA WATER DISTRICT
3010-007-POL
200, or the District self -certifies compliance with such standards if self -certification
is permitted by the Federal awarding agency or pass-through entity.
4.9 Bonding Requirements. For public projects, the District shall require bid guarantees,
performance bonds, and payment bonds consistent with Title 2, Part 200, Section 200.325
of the Code of Federal Regulations.
4.10 Contract Provisions. The District's contracts shall contain the provisions in Appendix II to
Title 2, Subtitle A, Part 200 - Contract Provisions for non -Federal Entity Contracts Under
Federal Awards, as applicable.
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YORBA LINDA WATER DISTRICT
PURCHASING
POLICY ACKNOWLEDGEMENT
3010-007-POL
I acknowledge that I have received and read the provisions contained in this Purchasing Policy
(Policy). I agree to comply with all terms and conditions of the Policy. I understand that it is my
responsibility to consult my supervisor or the Finance Department if I have any questions that are
not answered in this Policy.
I also understand that the provisions in this Policy are guidelines and may not address all
circumstances that may arise. In such case, the Finance Department shall apply the Policy based
on factors including but not limited to past practices and rules of statutory interpretation.
Employee Printed Name
Employee Signature
Distribution: Employee's Personnel File
Date
Page 26 of 26
Page 58 of 82
ITEM NO. 9.3.
Yorba Linda
Water District
AGENDA REPORT
MEETING DATE: October 19, 2023
TO: Board of Directors
FROM: Mark Toy, General Manager
STAFF CONTACTS: Annie Alexander, Senior Executive Assistant / Board Secretary
SUBJECT: Amending Schedule for Regular Board Meetings
RECOMMENDATION:
That the Board of Directors consider amending the schedule for regular Board meetings and adopt
the corresponding resolution if appropriate.
BACKGROUND:
This matter is being presented for the Board's consideration at the request of Director Miller and
Director Lindsey. If the Board determines to change the schedule for regular meetings, staff has
prepared the attached resolution to amend the associated section in the Board of Directors Policies
and Procedures Manual.
ATTACHMENTS:
1. Resolution No. 2023 -XX - Amend BOD Policy Manual
Page 59 of 82
RESOLUTION NO. 2023 -XX
RESOLUTION OF THE BOARD OF DIRECTORS
OF THE YORBA LINDA WATER DISTRICT
AMENDING SCHEDULE FOR REGULAR BOARD MEETINGS
WHEREAS, the Board of Directors of the Yorba Linda Water District routinely
reviews and makes revisions to their Policies and Procedures Manual
(Manual); and
WHEREAS, Section 10.1 (A) of this Manual sets forth the schedule for Regular
Meetings and the Board of Directors' desires to modify this schedule.
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the Yorba Linda
Water District as follows:
SECTION 1. That Section 10.1 (A) of the Board of Directors Policies and
Procedures Manual be amended effective immediately to read as
follows:
Effective [DATE], all regular meetings of the Board shall be held on
the [DAY OF MONTH] and [DAY OF MONTH] [DAY OF WEEK] of each
month commencing at [TIME]. unless deemed unnecessary by the
President or a majority of the Board. Closed Sessions scheduled to
occur on the same day as a regular meeting may be noticed
separately as a special meeting. Any member of the Board may
make a motion to complete any item under discussion during
meetings lasting more than four hours from the time of
commencement. All remaining items on the agenda which have
not been acted upon shall be continued to the next regular meeting
or as specified by the Board.
PASSED AND ADOPTED this 19th day of October 2023 by the following called vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
Brett R. Barbre, President
Yorba Linda Water District
ATTEST:
Resolution No. 2023 -XX Amending Schedule for Regular Meetings 1 of 2
Page 60 of 82
Annie Alexander, Board Secretary
Yorba Linda Water District
Reviewed as to form by General Counsel:
Andrew B. Gagen, Esq.
Kidman Gagen Law LLP
Resolution No. 2023 -XX Amending Schedule for Regular Meetings 2 of 2
Page 61 of 82
ITEM NO. 9.4.
Yorba Linda
Water District
AGENDA REPORT
MEETING DATE: October 19, 2023
TO: Board of Directors
FROM: Mark Toy, General Manager
STAFF CONTACTS: Vivian Lim, Human Resources Analyst
SUBJECT: Ratifying Amended Budgeted Positions for the Remainder of Fiscal Year
2024
RECOMMENDATION:
That the Board of Directors adopt Resolution No. 2023 -XX ratifying amendments to the budgeted
positions for the remainder of Fiscal Year 2024.
BACKGROUND:
In compliance with California Code of Regulations (CCR) Section 570.5 and the Public Employees'
Retirement Law (PERL), the Board of Directors ratifies the District's budgeted positions prior to each
fiscal year or more as often as needed. As such, the Board of Directors ratified (81) eighty-one
regular full-time positions and (2) two part-time intern positions for Fiscal Year 2024 on August 3,
2023.
Since August 3, 2023, additional salary adjustments and/or reclassifications have been implemented
for the following classifications:
■ Human Resources and Risk Manager (R58) to Human Resources and Risk Manager (R56).
■ Executive Assistant (R31) to Administrative Assistant (R22).
Additionally, the attached YLWD Job Classifications and Salary Schedule is amended to reflect these
adjustments and/or reclassifications effective October 1, 2023.
FISCAL IMPACT:
The fiscal impact on the budget for the remainder of Fiscal Year 2024 will be a decrease of
approximately $34,075 in salaries only.
PRIOR RELEVANT BOARD ACTION:
The Board of Directors routinely ratifies the budgeted positions each fiscal year and as amended.
STRATEGIC PLAN INITIATIVES:
Page 62 of 82
G5 1A- Retain a highly skilled and capable workforce; G5 1 B - Provide pathways to training and
career progression; and G5 1 D - Establish and maintain a comprehensive succession plan and
review and revise job specifications as needed.
ATTACHMENTS:
1. Exhibit A - Job Classifications and Salary Schedule for FYS 2023-2025 - REDLINE
2. Resolution No. 2023 -XX - Budgeted Positions for Remainder of FY24
3. Exhibit A - Budgeted Positions for FY 2024
4. Exhibit A - Job Classifications and Salary Schedule for FYS 2023-2025
Page 63 of 82
Yorba Linda Water District
Job Classifications and Salary Schedule
Effective October 1, 2023'•�'o�..y 1, 2023
CLASSIFICATION TITLE
RANGE
GROUP
FLSA
Accountant
R32
UN
Exempt
Accounting Assistant I
R13
BU
Non -Exempt
Accounting Assistant II
R26
UN
Non -Exempt
Accounting Supervisor
R42
UN
Exempt
Administrative Assistant
R22
UN
Non -Exempt
Assistant Engineer I
R26
BU
Non -Exempt
Assistant Engineer II
R30
BU
Non -Exempt
Assistant Engineer III
R34
BU
Non -Exempt
Assistant General Manager*
R66
UN
Exempt
Associate Engineer
R40
UN
Exempt
Budget Analyst
R34
UN
Exempt
Chief Water System Operator
R44
UN
Exempt
Construction Inspector
R26
BU
Non -Exempt
Customer Service Billing Administrator
R35
UN
Exempt
Customer Service Billing Administrator (Hired prior to 7/1/2023)
R38
UN
Exempt
Customer Service Representative I
R14
BU
Non -Exempt
Customer Service Representative II
R18
BU
Non -Exempt
Customer Service Representative III
R24
BU
Non -Exempt
Electrical/SCADA Technician
R31
BU
Non -Exempt
Engineering Manager*
R58
UN
Exempt
Executive Assistant
R-34
tN
Exemp
Field Customer Service Representative/Meters II
R17
BU
Non -Exempt
Finance Manager*
R58
UN
Exempt
GIS Technician I
R22
BU
Non -Exempt
GIS Technician II
R26
BU
Non -Exempt
Human Resources Analyst
R31
UN
Exempt
Human Resources and Risk Manager*
R -58R56
UN
Exempt
Human Resources Technician
R25
UN
Non -Exempt
Information Systems Technician I
R21
BU
Non -Exempt
Maintenance Superintendent
R48
UN
Exempt
Maintenance Worker I
R18
BU
Non -Exempt
Maintenance Worker II
R22
BU
Non -Exempt
Maintenance Worker III
R28
BU
Non -Exempt
Mechanic I
R17
BU
Non -Exempt
Mechanic II
R21
BU
Non -Exempt
Mechanic III
R27
BU
Non -Exempt
Meter Reader I
R13
BU
Non -Exempt
Operations Assistant
R19
BU
Non -Exempt
Operations Manager*
R58
UN
Exempt
Operations Superintendent
R48
UN
Exempt
Plant Operator I (Operator -in -Training)
R24
BU
Non -Exempt
Plant Operator II
R30
BU
Non -Exempt
Principal Engineer
R50
UN
Exempt
Production Superintendent
R50
UN
Exempt
Public Affairs Officer
R38
UN
Exempt
Public Affairs Specialist
R28
BU
Non -Exempt
Records Management Administrator
R35
UN
Exempt
Records Management Administrator (Hired prior to 7/1/2023)
R37
UN
Exempt
Records Management Specialist
R17
UN
Non -Exempt
Safety Officer
R38
UN
Exempt
Safety and Training Technician
R28
UN
Non -Exempt
Sr. Construction Inspector
R32
BU
Non -Exempt
Sr. Engineer
R46
UN
Exempt
Sr. Executive Assistant/Board Secretary
R39
UN
Exempt
Sr. Executive Assistant/Board Secretary (Hired prior to 7/1/2023)
R42
UN
Exempt
Sr. Facilities Maintenance Worker
R26
BU
Non -Exempt
Sr. Facilities Maintenance Worker (Hired prior to 7/1/2023)
R29
BU
Non -Exempt
Sr. Field Customer Service Representative/Meters
R25
UN
Non -Exempt
Sr. Information Systems Administrator
R47
UN
Exempt
Sr. Information Systems Administrator (Hired prior to 7/1/2023)
R48
UN
Exempt
Sr. Maintenance Worker
R36
UN
Non -Exempt
Sr. Mechanic
R35
UN
Non -Exempt
Sr. Plant Operator
R38
UN
Non -Exempt
Water Quality Cross -Connection Specialist
R28
BU
Non -Exempt
* Management Classifications
Ratified October 19, 2023
Page 64 of 82
Yorba Linda Water District
Job Classifications and Salary Schedule
Effective October 1, 2023'•'
•vc , 1, 2023
Approximately 2.5% between each step and
2.5% between each range
Range
Classification
Range
Step 1
Step 6
Step 7
R13
Accounting Assistant I
Meter Reader I
Hourly
$ 27.99
$ 28.69
$ 29.41
$ 30.15
$ 30.90
$ 31.67
$ 32.46
$ 33.28
$ 34.11
$ 34.96
$ 35.83
Monthly
$ 4,852.17 $ 4,973.50 $ 5,097.83 $ 5,225.25 $ 5,355.83
$ 5,489.75
$ 5,627.00 $ 5,767.67 $ 5,911.92 $ 6,059.67 $
6,211.17
Yearly
$ 58,226 $ 59,682 $ 61,174 $ 62,703 $ 64,270
$ 65,877
$ 67,524 $ 69,212 $ 70,943 $ 72,716 $
74,534
R14
Customer Service Representative I
Hourly
$ 28.69
$ 29.41
$ 30.15
$ 30.90
$ 31.67
$ 32.46
$ 33.28
$ 34.11
$ 34.96
$ 35.83
$ 36.73
Monthly
$ 4,973.50 $ 5,097.83
$ 5,225.25
$ 5,355.83
$ 5,489.75
$ 5,627.00
$ 5,767.67 $ 5,911.92
$ 6,059.67
$ 6,211.17
$ 6,366.42
Yearly
$ 59,682 $ 61,174
$ 62,703
$ 64,270
$ 65,877
$ 67,524
$ 69,212 $ 70,943
$ 72,716
$ 74,534
$ 76,397
R15
Hourly
$ 29.41
$ 30.15
$ 30.90
$ 31.67
$ 32.46
$ 33.28
$ 34.11
$ 34.96
$ 35.83
$ 36.73
$ 37.65
Monthly $ 5,097.83
$ 5,225.25 $ 5,355.83 $ 5,489.75 $ 5,627.00 $ 5,767.67 $ 5,911.92 $ 6,059.67 $ 6,211.17 $ 6,366.42 $
6,525.58
Yearly $ 61,174
$ 62,703 $ 64,270 $ 65,877 $ 67,524 $ 69,212 $ 70,943 $ 72,716 $ 74,534 $ 76,397 $
78,307
R16
Hourly
$ 30.15
$ 30.90
$ 31.67
$ 32.46
$ 33.28
$ 34.11
$ 34.96
$ 35.83
$ 36.73
$ 37.65
$ 38.59
Monthly
$ 5,225.25
$ 5,355.83 $ 5,489.75
$ 5,627.00
$ 5,767.67 $ 5,911.92
$ 6,059.67 $ 6,211.17 $ 6,366.42
$ 6,525.58
$ 6,688.75
Yearly
$ 62,703
$ 64,270 $ 65,877
$ 67,524
$ 69,212 $ 70,943
$ 72,716 $ 74,534 $ 76,397
$ 78,307
$ 80,265
R17
Field Customer Service Representative/Meters II
Mechanic I
Records Management Specialist
Hourly
$ 30.90
$ 31.67
$ 32.46
$ 33.28
$ 34.11
$ 34.96
$ 35.83
$ 36.73
$ 37.65
$ 38.59
$ 39.55
Monthly
$ 5,355.83
$ 5,489.75 $ 5,627.00
$ 5,767.67
$ 5,911.92 $ 6,059.67
$ 6,211.17 $ 6,366.42 $ 6,525.58
$ 6,685.75
$ 6,856.00
Yearly
$ 64,270
$ 65,877 $ 67,524
$ 69,212
$ 70,943 $ 72,716
$ 74,534 $ 76,397 $ 78,307
$ 80,265
$ 82,272
MI
R18
Customer Service Representative II
Maintenance Worked
Hourly
$ 31.67
$ 32.46
$ 33.28
$ 34.11
$ 34.96
$ 35.83
$ 36.73
$ 37.65
$ 38.59
$ 39.55
$ 40.54
Monthly
$ 5,489.75
$ 5,627.00 $ 5,767.67
$ 5,911.92 $ 6,059.67
$ 6,211.17
$ 6,366.42 $ 6,525.55 $ 6,685.75
$ 6,856.00 $
7,027.33
Yearly
$ 65,877
$ 67,524 $ 69,212
$ 70,943 $ 72,716
$ 74,534
$ 76,397 $ 78,307 $ 80,265
$ 82,272 $
84,328
R19
Operations Assistant
Hourly
$ 32.46
$ 33.28
$ 34.11
$ 34.96
$ 35.83
$ 36.73
$ 37.65
$ 38.59
$ 39.55
$ 40.54
$ 41.56
Monthly $ 5,627.00 $ 5,767.67 $ 5,911.92 $ 6,059.67 $ 6,211.17 $ 6,366.42 $ 6,525.58 $ 6,688.75 $ 6,856.00 $ 7,027.33 $
7,203.08
Yearly $ 67,524 $ 69,212 $ 70,943 $ 72,716 $ 74,534 $ 76,397 $ 78,307 $ 80,265 $ 82,272 $ 84,328 $
86,437
R20
Hourly
$ 33.28
$ 34.11
$ 34.96
$ 35.83
$ 36.73
$ 37.65
$ 38.59
$ 39.55
$ 40.54
$ 41.56
$ 42.59
Monthly $ 5,767.67
$ 5,911.92 $ 6,059.67 $ 6,211.17 $ 6,366.42 $ 6,525.58 $ 6,688.75 $ 6,856.00 $ 7,027.33 $ 7,203.08 $
7,383.17
Yearly $ 69,212
$ 70,943 $ 72,716 $ 74,534 $ 76,397 $ 78,307 $ 80,265 $ 82,272 $ 84,328 $ 86,437 $
88,598
R21
Information Systems Technician I
Mechanic II
Hourly
$ 34.11
$ 34.96
$ 35.83
$ 36.73
$ 37.65
$ 38.59
$ 39.55
$ 40.54
$ 41.56
$ 42.59
$ 43.66
Monthly $ 5,911.92
$ 6,059.67 $ 6,211.17 $ 6,366.42 $ 6,525.58 $ 6,688.75 $ 6,856.00
$ 7,027.33 $ 7,203.08 $ 7,383.17 $
7,567.67
Yearly $ 70,943
$ 72,716 $ 74,534 $ 76,397 $ 78,307 $ 80,265 $ 82,272
$ 84,328 $ 86,437 $ 88,598 $
90,812
R22
Administrative Assistant
GIS Technician I
Maintenance Worker II
Hourly
$ 34.96
$ 35.83
$ 36.73
$ 37.65
$ 38.59
$ 39.55
$ 40.54
$ 41.56
$ 42.59
$ 43.66
$ 44.75
Monthly
$ 6,059.67
$ 6,211.17
$ 6,366.42
$ 6,525.58
$ 6,688.75
$ 6,856.00
$ 7,027.33
$ 7,203.08
$ 7,383.17
$ 7,567.67
$ 7,756.92
Yearly
$ 72,716
$ 74,534
$ 76,397
$ 78,307
$ 80,265
$ 82,272
$ 84,328
$ 86,437
$ 88,598
$ 90,812
$ 93,083
Ratified October 19, 2023
Page 65 of 82
Yorba Linda Water District
Job Classifications and Salary Schedule
Effective October 1, 2023'•'
•vc , 1, 2023
Approximately 2.5% between each step and
2.5% between each range
Range
R23
Classification
Range
Hourly
Step 1
$ 35.83
$ 36.73
Step 3
$ 37.65
Step 4
$ 38.59
Step 5
$ 39.55
$ 40.54
tep 7
$ 41.56
Step 8
$ 42.59
Step 9
$ 43.66
$ 44.75
$ 45.87
Monthly
$ 6,211.17 $ 6,366.42 $ 6,525.58
$ 6,688.75
$ 6,856.00 $ 7,027.33 $ 7,203.08
$ 7,383.17
$ 7,567.67 $ 7,756.92 $
7,950.83
Yearly
$ 74,534 $ 76,397 $ 78,307
$ 80,265
$ 82,272 $ 84,328 $ 86,437
$ 88,598
$ 90,812 $ 93,083 $
95,410
R24
Customer Service Representative III
Plant Operator I (Operator -in -Training)
Hourly
$ 36.73
$ 37.65
$ 38.59
$ 39.55
$ 40.54
$ 41.56
$ 42.59
$ 43.66
$ 44.75
$ 45.87
$ 47.02
Monthly
$ 6,366.42 $ 6,525.58
$ 6,688.75
$ 6,856.00
$ 7,027.33
$ 7,203.08
$ 7,383.17 $ 7,567.67
$ 7,756.92
$ 7,950.83
$ 8,149.58
Yearly
$ 76,397 $ 78,307
$ 80,265
$ 82,272
$ 84,328
$ 86,437
$ 88,598 $ 90,812
$ 93,083
$ 95,410
$ 97,795
R25
Human Resources Technician
Sr. Field Customer Service Representative/Meters
Hourly
$ 37.65
$ 38.59
$ 39.55
$ 40.54
$ 41.56
$ 42.59
$ 43.66
$ 44.75
$ 45.87
$ 47.02
$ 48.19
Monthly $ 6,525.58
$ 6,688.75 $ 6,856.00 $ 7,027.33 $ 7,203.08 $ 7,383.17 $ 7,567.67 $ 7,756.92 $ 7,950.83 $ 8,149.58 $
8,353.33
Yearly $ 78,307
$ 80,265 $ 82,272 $ 84,328 $ 86,437 $ 88,598 $ 90,812 $ 93,083 $ 95,410 $ 97,795 $
100,240
R26
Accounting Assistant II
Assistant Engineer I
Construction Inspector
GIS Technician II
Hourly
$ 38.59
$ 39.55
$ 40.54
$ 41.56
$ 42.59
$ 43.66
$ 44.75
$ 45.87
$ 47.02
$ 48.19
$ 49.40
Monthly
$ 6,688.75
$ 6,856.00 $ 7,027.33
$ 7,203.08
$ 7,383.17
$ 7,567.67
$ 7,756.92 $ 7,950.83
$ 8,149.58
$ 8,353.33
$ 8,562.17
Yearly
$ 80,265
$ 82,272 $ 84,328
$ 86,437
$ 88,598
$ 90,812
$ 93,083 $ 95,410
$ 97,795
$ 100,240
$ 102,746
R27
Mechanic III
Hourly
$ 39.55
$ 40.54
$ 41.56
$ 42.59
$ 43.66
$ 44.75
$ 45.87
$ 47.02
$ 48.19
$ 49.40
$ 50.63
Monthly
$ 6,856.00
$ 7,027.33 $ 7,203.08
$ 7,383.17
$ 7,567.67 $ 7,756.92
$ 7,950.83 $ 8,149.58
$ 8,353.33 $ 8,562.17
$ 8,776.25
Yearly
$ 82,272
$ 84,328 $ 86,437
$ 88,598
$ 90,812 $ 93,083
$ 95,410 $ 97,795
$ 100,240 $ 102,746
$ 105,315
R28
Maintenance Worker III
Public Affairs Specialist
Safety and Training Technician
Water Quality Cross -Connection Specialist
Hourly
$ 40.54
$ 41.56
$ 42.59
$ 43.66
$ 44.75
$ 45.87
$ 47.02
$ 48.19
$ 49.40
$ 50.63
$ 51.90
Monthly
$ 7,027.33
$ 7,203.08 $ 7,383.17
$ 7,567.67
$ 7,756.92 $ 7,950.83
$ 8,149.58 $ 8,353.33
$ 8,562.17 $ 8,776.25
$ 8,995.67
Yearly
$ 84,328
$ 86,437 $ 88,598
$ 90,812
$ 93,083 $ 95,410
$ 97,795 $ 100,240
$ 102,746 $ 105,315
$ 107,948
R29
Sr. Facilities Maintenance Worker (Hired prior to 7/1/2023)
Hourly
$ 41.56
$ 42.59
$ 43.66
$ 44.75
$ 45.87
$ 47.02
$ 48.19
$ 49.40
$ 50.63
$ 51.90
$ 53.20
Monthly $ 7,203.08 $ 7,383.17 $ 7,567.67 $ 7,756.92 $ 7,950.83 $ 8,149.58 $ 8,353.33 $ 8,562.17 $ 8,776.25 $ 8,995.67 $
9,220.50
Yearly $ 86,437 $ 88,598 $ 90,812 $ 93,083 $ 95,410 $ 97,795 $ 100,240 $ 102,746 $ 105,315 $ 107,948 $
110,646
R30
Assistant Engineer II
Plant Operator II
Hourly
$ 42.59
$ 43.66
$ 44.75
$ 45.87
$ 47.02
$ 48.19
$ 49.40
$ 50.63
$ 51.90
$ 53.20
$ 54.53
Monthly $ 7,383.17
$ 7,567.67 $ 7,756.92 $ 7,950.83 $ 8,149.58 $ 8,353.33 $ 8,562.17 $ 8,776.25 $ 8,995.67 $ 9,220.50 $
9,451.00
Yearly $ 88,598
$ 90,812 $ 93,083 $ 95,410 $ 97,795 $ 100,240 $ 102,746 $ 105,315 $ 107,948 $ 110,646 $
113,412
R31
Electrical/SCADA Technician
Human Resources Analyst
Hourly
$ 43.66
$ 44.75
$ 45.87
$ 47.02
$ 48.19
$ 49.40
$ 50.63
$ 51.90
$ 53.20
$ 54.53
$ 55.89
Monthly $ 7,567.67
$ 7,756.92 $ 7,950.83 $ 8,149.58 $ 8,353.33 $ 8,562.17 $ 8,776.25
$ 8,995.67 $ 9,220.50 $ 9,451.00 $
9,687.33
Yearly $ 90,812
$ 93,083 $ 95,410 $ 97,795 $ 100,240 $ 102,746 $ 105,315
$ 107,948 $ 110,646 $ 113,412 $
116,248
R32
Accountant
Sr. Construction Inspector
Hourly
$ 44.75
$ 45.87
$ 47.02
$ 48.19
$ 49.40
$ 50.63
$ 51.90
$ 53.20
$ 54.53
$ 55.89
$ 57.29
Monthly
$ 7,756.92
$ 7,950.83
$ 8,149.58
$ 8,353.33
$ 8,562.17
$ 8,776.25
$ 8,995.67
$ 9,220.50
$ 9,451.00
$ 9,687.33
$ 9,929.50
Yearly
$ 93,083
$ 95,410
$ 97,795
$ 100,240
$ 102,746
$ 105,315
$ 107,948
$ 110,646
$ 113,412
$ 116,248
$ 119,154
Ratified October 19, 2023
Page 66 of 82
Yorba Linda Water District
Job Classifications and Salary Schedule
Effective October 1, 2023'•'
•vc , 1, 2023
Approximately 2.5% between each step and
2.5% between each range
Range
Classification
Range
Step 1
Step 8
Step 9
Step 10
Step 1
R33
Hourly
$ 45.87 $ 47.02 $ 48.19 $ 49.40 $ 50.63 $ 51.90 $ 53.20
$ 54.53
$ 55.89
$ 57.29
$ 58.72
Monthly
$ 7,950.83 $ 8,149.58 $ 8,353.33 $ 8,562.17 $ 8,776.25 $ 8,995.67 $ 9,220.50
$ 9,451.00
$ 9,687.33
$ 9,929.50
$ 10,177.75
Yearly
$ 95,410 $ 97,795 $ 100,240 $ 102,746 $ 105,315 $ 107,948 $ 110,646
$ 113,412
$ 116,248
$ 119,154
$ 122,133
R34
Assistant Engineer III
Budget Analyst
Hourly
$ 47.02 $ 48.19
$ 49.40
$ 50.63
$ 51.90
$ 53.20
$ 54.53 $ 55.89
$ 57.29
$ 58.72
$ 60.19
Monthly
$ 8,149.58 $ 8,353.33
$ 8,562.17
$ 8,776.25
$ 8,995.67
$ 9,220.50
$ 9,451.00 $ 9,687.33
$ 9,929.50
$ 10,177.75
$ 10,432.17
Yearly
$ 97,795 $ 100,240
$ 102,746
$ 105,315
$ 107,948
$ 110,646
$ 113,412 $ 116,248
$ 119,154
$ 122,133
$ 125,186
R35
Customer Service Billing Administrator
Records Management Administrator
Sr. Mechanic
Hourly $ 48.19
$ 49.40 $ 50.63 $ 51.90 $ 53.20 $ 54.53 $ 55.89 $ 57.29 $ 58.72 $ 60.19 $ 61.69
Monthly $ 8,353.33
$ 8,562.17 $ 8,776.25 $ 8,995.67 $ 9,220.50 $ 9,451.00 $ 9,687.33 $ 9,929.50 $ 10,177.75 $ 10,432.17 $ 10,693.00
Yearly $ 100,240
$ 102,746 $ 105,315 $ 107,948 $ 110,646 $ 113,412 $ 116,248 $ 119,154 $ 122,133 $ 125,186 $ 128,316
R36
Sr. Maintenance Worker
Hourly
$ 49.40
$ 50.63 $ 51.90
$ 53.20 $ 54.53
$ 55.89
$ 57.29 $ 58.72
$ 60.19
$ 61.69
$ 63.23
Monthly
$ 8,562.17
$ 8,776.25 $ 8,995.67
$ 9,220.50 $ 9,451.00
$ 9,687.33
$ 9,929.50 $ 10,177.75
$ 10,432.17
$ 10,693.00
$ 10,960.33
Yearly
$ 102,746
$ 105,315 $ 107,948
$ 110,646 $ 113,412
$ 116,248
$ 119,154 $ 122,133
$ 125,186
$ 128,316
$ 131,524
R37
Records Management Administrator (Hired prior to 7/1/2023)
Hourly
$ 50.63
$ 51.90 $ 53.20
$ 54.53 $ 55.89 $ 57.29
$ 58.72 $ 60.19
$ 61.69
$ 63.23
$ 64.81
Monthly
$ 8,776.25
$ 8,995.67 $ 9,220.50
$ 9,451.00 $ 9,687.33 $ 9,929.50
$ 10,177.75 $ 10,432.17
$ 10,693.00
$ 10,960.33
$ 11,234.33
Yearly
$ 105,315
$ 107,948 $ 110,646
$ 113,412 $ 116,248 $ 119,154
$ 122,133 $ 125,186
$ 128,316
$ 131,524
$ 134,812
R38
Customer Service Billing Administrator (Hired prior to 7/1/2023)
Public Affairs Officer
Safety Officer
Sr. Plant Operator
Hourly
$ 51.90
$ 53.20 $ 54.53
$ 55.89 $ 57.29 $ 58.72
$ 60.19 $ 61.69
$ 63.23
$ 64.81
$ 66.43
Monthly
$ 8,995.67
$ 9,220.50 $ 9,451.00
$ 9,687.33 $ 9,929.50 $ 10,177.75
$ 10,432.17 $ 10,693.00
$ 10,960.33
$ 11,234.33
$ 11,515.17
Yearly
$ 107,948
$ 110,646 $ 113,412
$ 116,248 $ 119,154 $ 122,133
$ 125,186 $ 128,316
$ 131,524
$ 134,812
$ 138,182
R39
Sr. Executive Assistant/Board Secretary
Hourly $ 53.20 $ 54.53 $ 55.89 $ 57.29 $ 58.72 $ 60.19 $ 61.69 $ 63.23 $ 64.81 $ 66.43 $ 68.09
Monthly $ 9,220.50 $ 9,451.00 $ 9,687.33 $ 9,929.50 $ 10,177.75 $ 10,432.17 $ 10,693.00 $ 10,960.33 $ 11,234.33 $ 11,515.17 $ 11,803.00
Yearly $ 110,646 $ 113,412 $ 116,248 $ 119,154 $ 122,133 $ 125,186 $ 128,316 $ 131,524 $ 134,812 $ 138,182 $ 141,636
R40
Associate Engineer
Hourly $ 54.53
$ 55.89 $ 57.29 $ 58.72 $ 60.19 $ 61.69 $ 63.23 $ 64.81 $ 66.43 $ 68.09 $ 69.80
Monthly $ 9,451.00
$ 9,687.33 $ 9,929.50 $ 10,177.75 $ 10,432.17 $ 10,693.00 $ 10,960.33 $ 11,234.33 $ 11,515.17 $ 11,803.00 $ 12,098.08
Yearly $ 113,412
$ 116,248 $ 119,154 $ 122,133 $ 125,186 $ 128,316 $ 131,524 $ 134,812 $ 138,182 $ 141,636 $ 145,177
R41
Hourly $ 55.89
$ 57.29 $ 58.72 $ 60.19 $ 61.69 $ 63.23 $ 64.81
$ 66.43 $ 68.09 $ 69.80 $ 71.54
Monthly $ 9,687.33
$ 9,929.50 $ 10,177.75 $ 10,432.17 $ 10,693.00 $ 10,960.33 $ 11,234.33
$ 11,515.17 $ 11,803.00 $ 12,098.08 $ 12,400.58
Yearly $ 116,248
$ 119,154 $ 122,133 $ 125,186 $ 128,316 $ 131,524 $ 134,812
$ 138,182 $ 141,636 $ 145,177 $ 148,807
R42
Accounting Supervisor
Sr. Executive Assistant/Board Secretary (Hired prior to 7/1/2023)
Hourly
$ 57.29
$ 58.72
$ 60.19
$ 61.69
$ 63.23
$ 64.81
$ 66.43
$ 68.09
$ 69.80
$ 71.54
$ 73.33
Monthly
$ 9,929.50
$ 10,177.75
$ 10,432.17
$ 10,693.00
$ 10,960.33
$ 11,234.33
$ 11,515.17
$ 11,803.00
$ 12,098.08
$ 12,400.58
$ 12,710.58
Yearly
$ 119,154
$ 122,133
$ 125,186
$ 128,316
$ 131,524
$ 134,812
$ 138,182
$ 141,636
$ 145,177
$ 148,807
$ 152,527
Ratified October 19, 2023
Page 67 of 82
Yorba Linda Water District
Job Classifications and Salary Schedule
Effective October 1, 2023'•'
•vc , 1, 2023
Approximately 2.5% between each step and
2.5% between each range
Range
Classification
Range
Step 1
Step 8
Step 9
Step 10
Step 1
R43
Hourly
$ 58.72 $ 60.19 $ 61.69 $ 63.23 $ 64.81 $ 66.43 $ 68.09
$ 69.80
$ 71.54
$ 73.33
$ 75.16
Monthly
$ 10,177.75 $ 10,432.17 $ 10,693.00 $ 10,960.33 $ 11,234.33 $ 11,515.17 $ 11,803.00
$ 12,098.08
$ 12,400.58
$ 12,710.58
$ 13,028.33
Yearly
$ 122,133 $ 125,186 $ 128,316 $ 131,524 $ 134,812 $ 138,182 $ 141,636
$ 145,177
$ 148,807
$ 152,527
$ 156,340
R44
Chief Water System Operator
Hourly
$ 60.19 $ 61.69
$ 63.23
$ 64.81
$ 66.43
$ 68.09
$ 69.80 $ 71.54
$ 73.33
$ 75.16
$ 77.04
Monthly
$ 10,432.17 $ 10,693.00
$ 10,960.33
$ 11,234.33
$ 11,515.17
$ 11,803.00
$ 12,098.08 $ 12,400.58
$ 12,710.58
$ 13,028.33
$ 13,354.08
Yearly
$ 125,186 $ 128,316
$ 131,524
$ 134,812
$ 138,182
$ 141,636
$ 145,177 $ 148,807
$ 152,527
$ 156,340
$ 160,249
R45
Hourly $ 61.69
$ 63.23 $ 64.81 $ 66.43 $ 68.09 $ 69.80 $ 71.54 $ 73.33 $ 75.16 $ 77.04 $ 78.97
Monthly $ 10,693.00
$ 10,960.33 $ 11,234.33 $ 11,515.17 $ 11,803.00 $ 12,098.08 $ 12,400.58 $ 12,710.58 $ 13,028.33 $ 13,354.08 $ 13,687.92
Yearly $ 128,316
$ 131,524 $ 134,812 $ 138,182 $ 141,636 $ 145,177 $ 148,807 $ 152,527 $ 156,340 $ 160,249 $ 164,255
R46
Sr. Engineer
Hourly $ 63.23 $ 64.81
$ 66.43
$ 68.09
$ 69.80
$ 71.54
$ 73.33
$ 75.16
$ 77.04
$ 78.97
$ 80.94
Monthly $ 10,960.33 $ 11,234.33
$ 11,515.17
$ 11,803.00
$ 12,098.08
$ 12,400.58
$ 12,710.58
$ 13,028.33
$ 13,354.08
$ 13,687.92
$ 14,030.08
Yearly $ 131,524 $ 134,812
$ 138,182
$ 141,636
$ 145,177
$ 148,807
$ 152,527
$ 156,340
$ 160,249
$ 164,255
$ 168,361
R47
Sr. Information Systems Administrator
Hourly
$ 64.81
$ 66.43
$ 68.09
$ 69.80
$ 71.54
$ 73.33
$ 75.16
$ 77.04
$ 78.97
$ 80.94 $ 82.97
Monthly
$ 11,234.33
$ 11,515.17
$ 11,803.00
$ 12,098.08
$ 12,400.58
$ 12,710.58
$ 13,028.33
$ 13,354.08
$ 13,687.92
$ 14,030.08 $ 14,380.83
Yearly
$ 134,812
$ 138,182
$ 141,636
$ 145,177
$ 148,807
$ 152,527
$ 156,340
$ 160,249
$ 164,255
$ 168,361 $ 172,570
R48
Maintenance Superintendent
Operations Superintendent
Sr. Information Systems Administrator(Hired prior to 7/1/2023)
Hourly
$ 66.43 $ 68.09
$ 69.80
$ 71.54
$ 73.33
$ 75.16
$ 77.04
$ 78.97
$ 80.94
$ 82.97 $ 85.04
Monthly
$ 11,515.17 $ 11,803.00
$ 12,098.08
$ 12,400.58
$ 12,710.58
$ 13,028.33
$ 13,354.08
$ 13,687.92
$ 14,030.08
$ 14,380.83 $ 14,740.42
Yearly
$ 138,182 $ 141,636
$ 145,177
$ 148,807
$ 152,527
$ 156,340
$ 160,249
$ 164,255
$ 168,361
$ 172,570 $ 176,885
R49
Hourly $ 68.09 $ 69.80 $ 71.54 $ 73.33 $ 75.16 $ 77.04 $ 78.97 $ 80.94 $ 82.97 $ 85.04 $ 87.17
Monthly $ 11,803.00 $ 12,098.08 $ 12,400.58 $ 12,710.58 $ 13,028.33 $ 13,354.08 $ 13,687.92 $ 14,030.08 $ 14,380.83 $ 14,740.42 $ 15,108.92
Yearly $ 141,636 $ 145,177 $ 148,807 $ 152,527 $ 156,340 $ 160,249 $ 164,255 $ 168,361 $ 172,570 $ 176,885 $ 181,307
R50
Principal Engineer
Production Superintendent
Hourly $ 69.80
$ 71.54 $ 73.33 $ 75.16 $ 77.04 $ 78.97 $ 80.94 $ 82.97 $ 85.04 $ 87.17 $ 89.35
Monthly $ 12,098.08
$ 12,400.58 $ 12,710.58 $ 13,028.33 $ 13,354.08 $ 13,687.92 $ 14,030.08 $ 14,380.83 $ 14,740.42 $ 15,108.92 $ 15,486.58
Yearly $ 145,177
$ 148,807 $ 152,527 $ 156,340 $ 160,249 $ 164,255 $ 168,361 $ 172,570 $ 176,885 $ 181,307 $ 185,839
R51
Hourly $ 71.54
$ 73.33 $ 75.16 $ 77.04 $ 78.97 $ 80.94 $ 82.97
$ 85.04 $ 87.17 $ 89.35 $ 91.58
Monthly $ 12,400.58
$ 12,710.58 $ 13,028.33 $ 13,354.08 $ 13,687.92 $ 14,030.08 $ 14,380.83
$ 14,740.42 $ 15,108.92 $ 15,486.58 $ 15,873.75
Yearly $ 148,807
$ 152,527 $ 156,340 $ 160,249 $ 164,255 $ 168,361 $ 172,570
$ 176,885 $ 181,307 $ 185,839 $ 190,485
R52
Hourly
$ 73.33
$ 75.16
$ 77.04
$ 78.97
$ 80.94
$ 82.97
$ 85.04
$ 87.17
$ 89.35
$ 91.58
$ 93.87
Monthly
$ 12,710.58
$ 13,028.33
$ 13,354.08
$ 13,687.92
$ 14,030.08
$ 14,380.83
$ 14,740.42
$ 15,108.92
$ 15,486.58
$ 15,873.75
$ 16,270.58
Yearly
$ 152,527
$ 156,340
$ 160,249
$ 164,255
$ 168,361
$ 172,570
$ 176,885
$ 181,307
$ 185,839
$ 190,485
$ 195,247
Ratified October 19, 2023
Page 68 of 82
Yorba Linda Water District
Job Classifications and Salary Schedule
Effective October 1, 2023'•'
•vc , 1, 2023
Approximately 2.5% between each step and
2.5% between each range
Range
Classification
Range
Step 1 Step 2
Step 3
Step 6
Step 7
Step 8
Step 9
Step 10
Step 1
R53
Hourly
$ 75.16 $ 77.04
$ 78.97 $ 80.94 $ 82.97
$ 85.04
$ 87.17
$ 89.35
$ 91.58
$ 93.87
$ 96.22
Monthly
$ 13,028.33 $ 13,354.08
$ 13,687.92 $ 14,030.08 $ 14,380.83
$ 14,740.42
$ 15,108.92
$ 15,486.58
$ 15,873.75
$ 16,270.58
$ 16,677.42
Yearly
$ 156,340 $ 160,249
$ 164,255 $ 168,361 $ 172,570
$ 176,885
$ 181,307
$ 185,839
$ 190,485
$ 195,247
$ 200,129
R54
Hourly
$ 77.04 $ 78.97
$ 80.94
$ 82.97
$ 85.04
$ 87.17
$ 89.35 $ 91.58
$ 93.87
$ 96.22
$ 98.62
Monthly
$ 13,354.08 $ 13,687.92
$ 14,030.08
$ 14,380.83
$ 14,740.42
$ 15,108.92
$ 15,486.58 $ 15,873.75
$ 16,270.58
$ 16,677.42
$ 17,094.33
Yearly
$ 160,249 $ 164,255
$ 168,361
$ 172,570
$ 176,885
$ 181,307
$ 185,839 $ 190,485
$ 195,247
$ 200,129
$ 205,132
R55
Hourly $ 78.97
$ 80.94 $ 82.97 $ 85.04 $ 87.17 $ 89.35 $ 91.58 $ 93.87 $ 96.22 $ 98.62 $ 101.09
Monthly $ 13,687.92
$ 14,030.08 $ 14,380.83 $ 14,740.42 $ 15,108.92 $ 15,486.58 $ 15,873.75 $ 16,270.58 $ 16,677.42 $ 17,094.33 $ 17,521.67
Yearly $ 164,255
$ 168,361 $ 172,570 $ 176,885 $ 181,307 $ 185,839 $ 190,485 $ 195,247 $ 200,129 $ 205,132 $ 210,260
R56
Human Resources and Risk Manager*
Hourly
$ 80.94
$ 82.97
$ 85.04
$ 87.17
$ 89.35 $ 91.58
$ 93.87
$ 96.22
$ 98.62
$ 101.09
$ 103.61
Monthly
$ 14,030.08
$ 14,380.83
$ 14,740.42
$ 15,108.92
$ 15,486.58 $ 15,873.75
$ 16,270.58
$ 16,677.42
$ 17,094.33
$ 17,521.67
$ 17,959.75
Yearly
$ 168,361
$ 172,570
$ 176,885
$ 181,307
$ 185,839 $ 190,485
$ 195,247
$ 200,129
$ 205,132
$ 210,260
$ 215,517
R57
Hourly
$ 82.97 $ 85.04
$ 87.17
$ 89.35
$ 91.58 $ 93.87
$ 96.22
$ 98.62
$ 101.09 $ 103.61
$ 106.20
Monthly
$ 14,380.83 $ 14,740.42
$ 15,108.92
$ 15,486.58
$ 15,873.75 $ 16,270.58
$ 16,677.42
$ 17,094.33
$ 17,521.67 $ 17,959.75
$ 18,408.75
Yearly
$ 172,570 $ 176,885
$ 181,307
$ 185,839
$ 190,485 $ 195,247
$ 200,129
$ 205,132
$ 210,260 $ 215,517
$ 220,905
R58
Engineering Manager*
Finance Manager*
Operations Manager*
Hourly
$ 85.04 $ 87.17
$ 89.35$
91.58
$ 93.87 $ 96.22
$ 98.62
$ 101.09
$ 103.61 $ 106.20
$ 108.86
Monthly
$ 14,740.42 $ 15,108.92
$ 15,486.58
$ 15,873.75
$ 16,270.58 $ 16,677.42
$ 17,094.33
$ 17,521.67
$ 17,959.75 $ 18,408.75
$ 18,668.92
Yearly
$ 176,885 $ 181,307
$ 185,839
$ 190,485
$ 195,247 $ 200,129
$ 205,132
$ 210,260
$ 215,517 $ 220,905
$ 226,427
R59
Hourly $ 87.17 $ 89.35 $ 91.58 $ 93.87 $ 96.22 $ 98.62 $ 101.09 $ 103.61 $ 106.20 $ 108.86 $ 111.58
Monthly $ 15,108.92 $ 15,486.58 $ 15,873.75 $ 16,270.58 $ 16,677.42 $ 17,094.33 $ 17,521.67 $ 17,959.75 $ 18,408.75 $ 18,868.92 $ 19,340.67
Yearly $ 181,307 $ 185,839 $ 190,485 $ 195,247 $ 200,129 $ 205,132 $ 210,260 $ 215,517 $ 220,905 $ 226,427 $ 232,088
R60
Hourly $ 89.35
$ 91.58 $ 93.87 $ 96.22 $ 98.62 $ 101.09 $ 103.61 $ 106.20 $ 108.86 $ 111.58 $ 114.37
Monthly $ 15,486.58
$ 15,873.75 $ 16,270.58 $ 16,677.42 $ 17,094.33 $ 17,521.67 $ 17,959.75 $ 18,408.75 $ 18,868.92 $ 19,340.67 $ 19,824.17
Yearly $ 185,839
$ 190,485 $ 195,247 $ 200,129 $ 205,132 $ 210,260 $ 215,517 $ 220,905 $ 226,427 $ 232,088 $ 237,890
R61
Hourly $ 91.58
$ 93.87 $ 96.22 $ 98.62 $ 101.09 $ 103.61 $ 106.20
$ 108.86 $ 111.58 $ 114.37 $ 117.23
Monthly $ 15,873.75
$ 16,270.58 $ 16,677.42 $ 17,094.33 $ 17,521.67 $ 17,959.75 $ 18,408.75
$ 18,868.92 $ 19,340.67 $ 19,824.17 $ 20,319.75
Yearly $ 190,485
$ 195,247 $ 200,129 $ 205,132 $ 210,260 $ 215,517 $ 220,905
$ 226,427 $ 232,088 $ 237,890 $ 243,837
R62
Hourly
$ 93.87
$ 96.22
$ 98.62
$ 101.09
$ 103.61
$ 106.20
$ 108.86
$ 111.58
$ 114.37
$ 117.23
$ 120.16
Monthly
$ 16,270.58
$ 16,677.42
$ 17,094.33
$ 17,521.67
$ 17,959.75
$ 18,408.75
$ 18,868.92
$ 19,340.67
$ 19,824.17
$ 20,319.75
$ 20,827.75
Yearly
$ 195,247
$ 200,129
$ 205,132
$ 210,260
$ 215,517
$ 220,905
$ 226,427
$ 232,088
$ 237,890
$ 243,837
$ 249,933
Ratified October 19, 2023
Page 69 of 82
Yorba Linda Water District
Job Classifications and Salary Schedule
Effective October 1, 2023'•'
•vc , 1, 2023
Approximately 2.5% between each step and
2.5% between each range
Range
Classification
Range
Step 1
Step 3
Step 4
Step 5
Step 6
Step 7
Step 8
Step 9
Step 10
Step 1
R63
Hourly
$ 96.22
$ 98.62
$ 101.09
$ 103.61
$ 106.20
$ 108.86
$ 111.58
$ 114.37
$ 117.23
$ 120.16
$ 123.16
Monthly
$ 16,677.42 $ 17,094.33 $ 17,521.67
$ 17,959.75
$ 18,408.75
$ 18,868.92
$ 19,340.67
$ 19,824.17
$ 20,319.75
$ 20,827.75
$ 21,348.50
Yearly
$ 200,129 $ 205,132 $ 210,260
$ 215,517
$ 220,905
$ 226,427
$ 232,088
$ 237,890
$ 243,837
$ 249,933
$ 256,182
R64
Hourly
$ 98.62
$ 101.09
$ 103.61
$ 106.20
$ 108.86
$ 111.58
$ 114.37
$ 117.23
$ 120.16
$ 123.16
$ 126.24
Monthly
$ 17,094.33 $ 17,521.67
$ 17,959.75
$ 18,408.75
$ 18,868.92
$ 19,340.67
$ 19,824.17 $ 20,319.75
$ 20,827.75
$ 21,348.50
$ 21,882.17
Yearly
$ 205,132 $ 210,260
$ 215,517
$ 220,905
$ 226,427
$ 232,088
$ 237,890 $ 243,837
$ 249,933
$ 256,182
$ 262,586
R65
Hourly
$ 101.09
$ 103.61
$ 106.20
$ 108.86
$ 111.58
$ 114.37
$ 117.23
$ 120.16
$ 123.16
$ 126.24
$ 129.40
Monthly $ 17,521.67
$ 17,959.75 $ 18,408.75 $ 18,868.92 $ 19,340.67 $ 19,824.17 $ 20,319.75 $ 20,827.75 $ 21,348.50 $ 21,882.17 $
22,429.25
Yearly $ 210,260
$ 215,517 $ 220,905 $ 226,427 $ 232,088 $ 237,890 $ 243,837 $ 249,933 $ 256,182 $ 262,586 $
269,151
R66
Assistant General Manager*
Hourly
$ 103.61
$ 106.20
$ 108.86
$ 111.58
$ 114.37
$ 117.23
$ 120.16
$ 123.16
$ 126.24
$ 129.40
$ 132.63
Monthly
$ 17,959.75
$ 18,408.75 $ 18,868.92
$ 19,340.67
$ 19,824.17
$ 20,319.75
$ 20,827.75
$ 21,348.50
$ 21,882.17 $ 22,429.25
$ 22,990.00
Yearly
$ 215,517
$ 220,905 $ 226,427
$ 232,088
$ 237,890
$ 243,837
$ 249,933
$ 256,182
$ 262,586 $ 269,151
$ 275,880
R67
Hourly
$ 106.20
$ 108.86
$ 111.58
$ 114.37
$ 117.23
$ 120.16
$ 123.16
$ 126.24
$ 129.40
$ 132.63
$ 135.95
Monthly $ 18,408.75
$ 18,868.92 $ 19,340.67
$ 19,824.17
$ 20,319.75
$ 20,827.75
$ 21,348.50
$ 21,882.17
$ 22,429.25 $ 22,990.00
$ 23,564.75
Yearly $ 220,905
$ 226,427 $ 232,088
$ 237,890
$ 243,837
$ 249,933
$ 256,182
$ 262,586
$ 269,151 $ 275,880
$ 282,777
R68
Hourly
$ 108.86
$ 111.58
$ 114.37
$ 117.23
$ 120.16
$ 123.16
$ 126.24
$ 129.40
$ 132.63
$ 135.95
$ 139.35
Monthly $ 18,868.92
$ 19,340.67 $ 19,824.17
$ 20,319.75
$ 20,827.75
$ 21,348.50
$ 21,882.17 $ 22,429.25
$ 22,990.00
$ 23,564.75
$ 24,153.83
Yearly $ 226,427
$ 232,088 $ 237,890
$ 243,837
$ 249,933
$ 256,182
$ 262,586 $ 269,151
$ 275,880
$ 282,777
$ 289,846
R69
Hourly
$ 111.58
$ 114.37
$ 117.23
$ 120.16
$ 123.16
$ 126.24
$ 129.40
$ 132.63
$ 135.95
$ 139.35
$ 142.83
Monthly $ 19,340.67 $ 19,824.17 $ 20,319.75 $ 20,827.75 $ 21,348.50 $ 21,882.17 $ 22,429.25 $ 22,990.00 $ 23,564.75 $ 24,153.83 $
24,757.67
Yearly $ 232,088 $ 237,890 $ 243,837 $ 249,933 $ 256,182 $ 262,586 $ 269,151 $ 275,880 $ 282,777 $ 289,846 $
297,092
R70
Hourly
$ 114.37
$ 117.23
$ 120.16
$ 123.16
$ 126.24
$ 129.40
$ 132.63
$ 135.95
$ 139.35
$ 142.83
$ 146.40
Monthly $ 19,824.17
$ 20,319.75 $ 20,827.75 $ 21,348.50 $ 21,882.17 $ 22,429.25 $ 22,990.00 $ 23,564.75 $ 24,153.83 $ 24,757.67 $
25,376.58
Yearly $ 237,890
$ 243,837 $ 249,933 $ 256,182 $ 262,586 $ 269,151 $ 275,880 $ 282,777 $ 289,846 $ 297,092 $
304,519
Ratified October 19, 2023
Page 70 of 82
RESOLUTION NO. 2023 -XX
RESOLUTION OF THE BOARD OF DIRECTORS
OF THE YORBA LINDA WATER DISTRICT
RATIFYING AMENDMENTS TO THE BUDGETED POSITIONS
FOR THE REMAINDER OF FISCAL YEAR 2024
WHEREAS, the Board of Directors previously adopted a budget for Fiscal Year
2024 on June 1, 2023 (Resolution No. 2023-13) and an amended
budget on October 5, 2023 (Resolution No. 2023-28); and
WHEREAS, the Board of Directors is required to ratify the budgeted positions for
each fiscal year in compliance with California Code of Regulations
(CCR) Section 570.5 and the Public Employees' Retirement Law
(PERL); and
WHEREAS, the Board of Directors previously adopted Resolution No. 2023-23 on
August 3, 2023 ratifying the budgeted positions for Fiscal Year 2024;
and
WHEREAS, the General Manager has authorized amendments to the budgeted
positions for the remainder of Fiscal Year 2024; and
WHEREAS, it is the desire of the Board of Directors to ratify these amendments as
authorized by the General Manager.
NOW THEREFORE BE IT RESOLVED by the Board of Directors of the Yorba Linda
Water District as follows:
Section 1. Effective October 1, 2023, the budgeted positions for the remainder
of Fiscal Year 2024 as adopted by Resolution No. 2023-23 are hereby
amended as set forth in Exhibit A and attached hereto.
Section 2. Reaffirm that the General Manager is hereby authorized to employ
up to the number of employees budgeted and funded in each fiscal
year without further approval of the Board of Directors.
Section 3. Reaffirm that the General Manager is hereby authorized while this
Resolution is active to fill a budgeted position that is vacated with a
new employee at a lower or equal classification and/or with a part-
time employee or contract staff. The General Manager is further
authorized to fix and alter the compensation of employees subject
to budget limitations.
Resolution No. 2023 -XX Ratifying Amendments to the Budgeted Positions for Remainder of FY 2024
Page 71 of 82
PASSED AND ADOPTED this 19th day of October 2023 by the following called vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
Brett R. Barbre, President
Yorba Linda Water District
ATTEST:
Annie Alexander, Board Secretary
Yorba Linda Water District
Reviewed as to form by General Counsel:
Andrew B. Gagen, Esq.
Kidman Gagen Law LLP
Resolution No. 2023 -XX Ratifying Amendments to the Budgeted Positions for Remainder of FY 2024
Page 72 of 82
Resolution No. 2023 -XX
Budgeted Positions for Fiscal Year 2024
Ratified October 19, 2023
Salary
Ratified
Effective
Position Classification
Change
Range
8/3/2023
10/11/2023
R13
Meter Reader 1
2
2
R17
Records Management Specialist
1
1
Field Customer Services Rep/Meters II
1
1
R18
Customer Service Rep 11
3
3
Maintenance Worker 1
5
5
R19
Operations Assistant
1
1
R21
Mechanic 11
1
1
Information Systems Tech 1
1
1
R22
Administrative Assistant
0 1
1
Maintenance Worker 11
8
8
R24
Customer Service Rep III
2
2
Plant Operator I (Operator In Training)
2
2
R25
Sr. Field Customer Service Rep/Meters
1
1
Assistant Engineer 1
0
0
Accounting Assistant II
2
2
R26
Construction Inspector
1
1
GIS Technician II
1
1
Sr. Facilities Maintenance Worker
0
0
R27
Mechanic III
1
1
Public Affairs Specialist
1
1
R28
Maintenance Worker III
6
6
Water Quality Cross -Connection Specialist
1
1
R29
Sr. Facilities Maintenance Worker (Hired prior to 7/1/2023)
1
1
R30
Assistant Engineer 11
1
1
Plant Operator II
3
3
Electrical/SCADA Technician
1
1
R31
Human Resources Analyst
2
2
Executive Assistant
1 -1
0
R32
Accountant
1
1
Sr. Construction Inspector
1
1
R34
Assistant Engineer III
1
1
Budget Analyst
1
1
Sr. Mechanic
1
1
R35
Customer Service Billing Administrator
0
0
Records Management Administrator
0
0
R36
Sr. Maintenance Worker
4
4
R37
Records Management Administrator (Hired prior to 7/1/2023)
1
1
Sr. Plant Operator
1
1
R38
Customer Service Billing Administrator (Hired prior to 7/1/2023)
1
1
Public Affairs Officer
1
1
Safety Officer
1
1
R39
Sr. Executive Assistant/Board Secretary
0
0
R40
Associate Engineer
1
1
R42
Accounting Supervisor
1
1
Sr. Executive Assistant/Board Secretary (Hired prior to 7/1/2023)
1
1
R44
Chief Water System Operator
1
1
R46
Sr. Engineer
2
2
R47
Sr. IS Administrator
0
0
Maintenance Superintendent
1
1
R48
Operations Superintendent
1
1
Sr. IS Administrator (Hired prior to 7/1/2023)
1
1
R50
Production Superintendent
1
1
Principal Engineer
1
1
Page 1 of 2
Page 73 of 82
Resolution No. 2023 -XX
Budgeted Positions for Fiscal Year 2024
Ratified October 19, 2023
Salary
Position Classification
Ratified Change
Effective
Range
8/3/2023
10/1/2023
R56
Human Resources and Risk Manager
0 1
1
Engineering Manager
1
1
R58
Finance Manager
1
1
Human Resources and Risk Manager
1 -1
0
Operations Manager
1
1
R66
Assistant General Manager
1
1
Salary Set
General Manager
1
1
by Board
Part -Time Interns*
1
1
Total 82 82
*Two part-time interns (.5 FTE each) will be paid $15.50/hour.
One will be assigned to Public Affairs and the other
will provide support to other Departments
Ratified: 8/3/2023
Page 2 of 2
Page 74 of 82
Yorba Linda Water District
Job Classifications and Salary Schedule
Effective October 1, 2023
CLASSIFICATION TITLE
RANGE
GROUP
FLSA
Accountant
R32
UN
Exempt
Accounting Assistant I
R13
BU
Non -Exempt
Accounting Assistant II
R26
UN
Non -Exempt
Accounting Supervisor
R42
UN
Exempt
Administrative Assistant
R22
UN
Non -Exempt
Assistant Engineer I
R26
BU
Non -Exempt
Assistant Engineer 11
R30
BU
Non -Exempt
Assistant Engineer III
R34
BU
Non -Exempt
Assistant General Manager*
R66
UN
Exempt
Associate Engineer
R40
UN
Exempt
Budget Analyst
R34
UN
Exempt
Chief Water System Operator
R44
UN
Exempt
Construction Inspector
R26
BU
Non -Exempt
Customer Service Billing Administrator
R35
UN
Exempt
Customer Service Billing Administrator (Hired prior to 7/1/2023;
R38
UN
Exempt
Customer Service Representative I
R14
BU
Non -Exempt
Customer Service Representative II
R18
BU
Non -Exempt
Customer Service Representative III
R24
BU
Non -Exempt
Electrical/SCADA Technician
R31
BU
Non -Exempt
Engineering Manager'
R58
UN
Exempt
Field Customer Service Representative/Meters 11
R17
BU
Non -Exempt
Finance Manager'
R58
UN
Exempt
GIS Technician I
R22
BU
Non -Exempt
GIS Technician 11
R26
BU
Non -Exempt
Human Resources Analyst
R31
UN
Exempt
Human Resources and Risk Manager*
R56
UN
Exempt
Human Resources Technician
R25
UN
Non -Exempt
Information Systems Technician I
R21
BU
Non -Exempt
Maintenance Superintendent
R48
UN
Exempt
Maintenance Worker I
R18
BU
Non -Exempt
Maintenance Worker II
R22
BU
Non -Exempt
Maintenance Worker III
R28
BU
Non -Exempt
Mechanic I
R17
BU
Non -Exempt
Mechanic 11
R21
BU
Non -Exempt
Mechanic III
R27
BU
Non -Exempt
Meter Reader I
R13
BU
Non -Exempt
Operations Assistant
R19
BU
Non -Exempt
Operations Manager'
R58
UN
Exempt
Operations Superintendent
R48
UN
Exempt
Plant Operator I (Operator -in -Training)
R24
BU
Non -Exempt
Plant Operator 11
R30
BU
Non -Exempt
Principal Engineer
R50
UN
Exempt
Production Superintendent
R50
UN
Exempt
Public Affairs Officer
R38
UN
Exempt
Public Affairs Specialist
R28
BU
Non -Exempt
Records Management Administrator
R35
UN
Exempt
Records Management Administrator (Hired prior to 7/1/2023;
R37
UN
Exempt
Records Management Specialist
R17
UN
Non -Exempt
Safety Officer
R38
UN
Exempt
Safety and Training Technician
R28
UN
Non -Exempt
Sr. Construction Inspector
R32
BU
Non -Exempt
Sr. Engineer
R46
UN
Exempt
Sr. Executive Assistant/Board Secretary
R39
UN
Exempt
Sr. Executive Assistant/Board Secretary (Hired prior to 7/1/2023;
R42
UN
Exempt
Sr. Facilities Maintenance Worker
R26
BU
Non -Exempt
Sr. Facilities Maintenance Worker (Hired prior to 7/1/2023;
R29
BU
Non -Exempt
Sr. Field Customer Service Representative/Meters
R25
UN
Non -Exempt
Sr. Information Systems Administrator
R47
UN
Exempt
Sr. Information Systems Administrator (Hired prior to 7/1/2023;
R48
UN
Exempt
Sr. Maintenance Worker
R36
UN
Non -Exempt
Sr. Mechanic
R35
UN
Non -Exempt
Sr. Plant Operator
R38
UN
Non -Exempt
Water Quality Cross -Connection Specialist
R28
BU
Non -Exempt
. Management Classifications
Ratified October 19, 2023
Page 75 of 82
Yorba Linda Water District
Jab Classifications and Salary Schedule
Effective October 1, 2023
Approximately 2.5% between each step and
2.5% between each range
Range
Classification
Range
Step 1
Step 5
Step 6
Step 7
R13
Accounting Assistant I
Meter Reader I
Hourly
$ 27.99
$ 28.69
$ 29.41
$ 30.15
$ 30.90
$ 31.67
$ 32.46
$ 33.28
$ 34.11
$ 34.96
$ 35.83
Monthly
$ 4,852.17 $ 4,973.50
$ 5,097.83
$ 5,225.25
$ 5,355.83
$ 5,489.75
$ 5,627.00 $ 5,767.67 $ 5,911.92 $ 6,059.67 $
6,211.17
Yearly
$ 58,226 $ 59,682
$ 61,174
$ 62,703
$ 64,270
$ 65,877
$ 67,524 $ 69,212 $ 70,943 $ 72,716 $
74,534
R14
Customer Service Representative I
Hourly
$ 28.69
$ 29.41
$ 30.15
$ 30.90
$ 31.67
$ 32.46
$ 33.28
$ 34.11
$ 34.96
$ 35.83
$ 36.73
Monthly
$ 4,973.50 $ 5,097.83
$ 5,225.25
$ 5,355.83
$ 5,489.75
$ 5,627.00
$ 5,767.67 $ 5,911.92
$ 6,059.67
$ 6,211.17
$ 6,366.42
Yearly
$ 59,682 $ 61,174
$ 62,703
$ 64,270
$ 65,877
$ 67,524
$ 69,212 $ 70,943
$ 72,716
$ 74,534
$ 76,397
R15
Hourly
$ 29.41
$ 30.15
$ 30.90
$ 31.67
$ 32.46
$ 33.28
$ 34.11
$ 34.96
$ 35.83
$ 36.73
$ 37.65
Monthly $ 5,097.83
$ 5,225.25 $ 5,355.83 $ 5,489.75 $ 5,627.00 $ 5,767.67 $ 5,911.92 $ 6,059.67 $ 6,211.17 $ 6,366.42 $
6,525.58
Yearly $ 61,174
$ 62,703 $ 64,270 $ 65,877 $ 67,524 $ 69,212 $ 70,943 $ 72,716 $ 74,534 $ 76,397 $
78,307
R16
Hourly
$ 30.15
$ 30.90
$ 31.67
$ 32.46
$ 33.28
$ 34.11
$ 34.96
$ 35.83
$ 36.73
$ 37.65
$ 38.59
Monthly
$ 5,225.25
$ 5,355.83 $ 5,489.75
$ 5,627.00
$ 5,767.67 $ 5,911.92
$ 6,059.67 $ 6,211.17 $ 6,366.42
$ 6,525.58
$ 6,688.75
Yearly
$ 62,703
$ 64,270 $ 65,877
$ 67,524
$ 69,212 $ 70,943
$ 72,716 $ 74,534 $ 76,397
$ 78,307
$ 80,265
R17
Field Customer Service Representative/Meters II
Mechanic I
Records Management Specialist
Hourly
$ 30.90
$ 31.67
$ 32.46
$ 33.28
$ 34.11
$ 34.96
$ 35.83
$ 36.73
$ 37.65
$ 38.59
$ 39.55
Monthly
$ 5,355.83
$ 5,489.75 $ 5,627.00
$ 5,767.67
$ 5,911.92 $ 6,059.67
$ 6,211.17 $ 6,366.42 $ 6,525.58
$ 6,685.75
$ 6,856.00
Yearly
$ 64,270
$ 65,877 $ 67,524
$ 69,212
$ 70,943 $ 72,716
$ 74,534 $ 76,397 $ 78,307
$ 80,265
$ 82,272
MI
R18
Customer Service Representative II
Maintenance Worked
Hourly
$ 31.67
$ 32.46
$ 33.28
$ 34.11
$ 34.96
$ 35.83
$ 36.73
$ 37.65
$ 38.59
$ 39.55
$ 40.54
Monthly
$ 5,489.75
$ 5,627.00 $ 5,767.67
$ 5,911.92 $ 6,059.67
$ 6,211.17
$ 6,366.42 $ 6,525.55 $ 6,685.75
$ 6,856.00 $
7,027.33
Yearly
$ 65,877
$ 67,524 $ 69,212
$ 70,943 $ 72,716
$ 74,534
$ 76,397 $ 78,307 $ 80,265
$ 82,272 $
84,328
R19
Operations Assistant
Hourly
$ 32.46
$ 33.28
$ 34.11
$ 34.96
$ 35.83
$ 36.73
$ 37.65
$ 38.59
$ 39.55
$ 40.54
$ 41.56
Monthly $ 5,627.00 $ 5,767.67 $ 5,911.92 $ 6,059.67 $ 6,211.17 $ 6,366.42 $ 6,525.58 $ 6,688.75 $ 6,856.00 $ 7,027.33 $
7,203.08
Yearly $ 67,524 $ 69,212 $ 70,943 $ 72,716 $ 74,534 $ 76,397 $ 78,307 $ 80,265 $ 82,272 $ 84,328 $
86,437
R20
Hourly
$ 33.28
$ 34.11
$ 34.96
$ 35.83
$ 36.73
$ 37.65
$ 38.59
$ 39.55
$ 40.54
$ 41.56
$ 42.59
Monthly $ 5,767.67
$ 5,911.92 $ 6,059.67 $ 6,211.17 $ 6,366.42 $ 6,525.58 $ 6,688.75 $ 6,856.00 $ 7,027.33 $ 7,203.08 $
7,383.17
Yearly $ 69,212
$ 70,943 $ 72,716 $ 74,534 $ 76,397 $ 78,307 $ 80,265 $ 82,272 $ 84,328 $ 86,437 $
88,598
R21
Information Systems Technician I
Mechanic II
Hourly
$ 34.11
$ 34.96
$ 35.83
$ 36.73
$ 37.65
$ 38.59
$ 39.55
$ 40.54
$ 41.56
$ 42.59
$ 43.66
Monthly $ 5,911.92
$ 6,059.67 $ 6,211.17 $ 6,366.42 $ 6,525.58 $ 6,688.75 $ 6,856.00
$ 7,027.33 $ 7,203.08 $ 7,383.17 $
7,567.67
Yearly $ 70,943
$ 72,716 $ 74,534 $ 76,397 $ 78,307 $ 80,265 $ 82,272
$ 84,328 $ 86,437 $ 88,598 $
90,812
R22
Administrative Assistant
GIS Technician I
Maintenance Worker II
Hourly
$ 34.96
$ 35.83
$ 36.73
$ 37.65
$ 38.59
$ 39.55
$ 40.54
$ 41.56
$ 42.59
$ 43.66
$ 44.75
Monthly
$ 6,059.67
$ 6,211.17
$ 6,366.42
$ 6,525.58
$ 6,688.75
$ 6,856.00
$ 7,027.33
$ 7,203.08
$ 7,383.17
$ 7,567.67
$ 7,756.92
Yearly
$ 72,716
$ 74,534
$ 76,397
$ 78,307
$ 80,265
$ 82,272
$ 84,328
$ 86,437
$ 88,598
$ 90,812
$ 93,083
Ratified October 19, 2023
Page 76 of 82
Yorba Linda Water District
Job Classifications and Salary Schedule
Effective October 1, 2023
Approximately 2.5% between each step and
2.5% between each range
Range
R23
Classification
Range
Hourly
Step 1
$ 35.83
$ 36.73
Step 3
$ 37.65
Step 4
$ 38.59
Step 5
$ 39.55
$ 40.54
tep 7
$ 41.56
Step 8
$ 42.59
Step 9
$ 43.66
$ 44.75
$ 45.87
Monthly
$ 6,211.17 $ 6,366.42
$ 6,525.58
$ 6,688.75
$ 6,856.00 $ 7,027.33 $ 7,203.08
$ 7,383.17
$ 7,567.67 $ 7,756.92 $
7,950.83
Yearly
$ 74,534 $ 76,397
$ 78,307
$ 80,265
$ 82,272 $ 84,328 $ 86,437
$ 88,598
$ 90,812 $ 93,083 $
95,410
R24
Customer Service Representative III
Plant Operator I (Operator -in -Training)
Hourly
$ 36.73
$ 37.65
$ 38.59
$ 39.55
$ 40.54
$ 41.56
$ 42.59
$ 43.66
$ 44.75
$ 45.87
$ 47.02
Monthly
$ 6,366.42 $ 6,525.58
$ 6,688.75
$ 6,856.00
$ 7,027.33
$ 7,203.08
$ 7,383.17 $ 7,567.67
$ 7,756.92
$ 7,950.83
$ 8,149.58
Yearly
$ 76,397 $ 78,307
$ 80,265
$ 82,272
$ 84,328
$ 86,437
$ 88,598 $ 90,812
$ 93,083
$ 95,410
$ 97,795
R25
Human Resources Technician
Sr. Field Customer Service Representative/Meters
Hourly
$ 37.65
$ 38.59
$ 39.55
$ 40.54
$ 41.56
$ 42.59
$ 43.66
$ 44.75
$ 45.87
$ 47.02
$ 48.19
Monthly $ 6,525.58
$ 6,688.75 $ 6,856.00 $ 7,027.33 $ 7,203.08 $ 7,383.17 $ 7,567.67 $ 7,756.92 $ 7,950.83 $ 8,149.58 $
8,353.33
Yearly $ 78,307
$ 80,265 $ 82,272 $ 84,328 $ 86,437 $ 88,598 $ 90,812 $ 93,083 $ 95,410 $ 97,795 $
100,240
R26
Accounting Assistant II
Assistant Engineer I
Construction Inspector
GIS Technician II
Hourly
$ 38.59
$ 39.55
$ 40.54
$ 41.56
$ 42.59
$ 43.66
$ 44.75
$ 45.87
$ 47.02
$ 48.19
$ 49.40
Monthly
$ 6,688.75
$ 6,856.00 $ 7,027.33
$ 7,203.08
$ 7,383.17
$ 7,567.67
$ 7,756.92 $ 7,950.83
$ 8,149.58
$ 8,353.33
$ 8,562.17
Yearly
$ 80,265
$ 82,272 $ 84,328
$ 86,437
$ 88,598
$ 90,812
$ 93,083 $ 95,410
$ 97,795
$ 100,240
$ 102,746
R27
Mechanic III
Hourly
$ 39.55
$ 40.54
$ 41.56
$ 42.59
$ 43.66
$ 44.75
$ 45.87
$ 47.02
$ 48.19
$ 49.40
$ 50.63
Monthly
$ 6,856.00
$ 7,027.33 $ 7,203.08
$ 7,383.17
$ 7,567.67 $ 7,756.92
$ 7,950.83 $ 8,149.58
$ 8,353.33 $ 8,562.17
$ 8,776.25
Yearly
$ 82,272
$ 84,328 $ 86,437
$ 88,598
$ 90,812 $ 93,083
$ 95,410 $ 97,795
$ 100,240 $ 102,746
$ 105,315
R28
Maintenance Worker III
Public Affairs Specialist
Safety and Training Technician
Water Quality Cross -Connection Specialist
Hourly
$ 40.54
$ 41.56
$ 42.59
$ 43.66
$ 44.75
$ 45.87
$ 47.02
$ 48.19
$ 49.40
$ 50.63
$ 51.90
Monthly
$ 7,027.33
$ 7,203.08 $ 7,383.17
$ 7,567.67
$ 7,756.92 $ 7,950.83
$ 8,149.58 $ 8,353.33
$ 8,562.17 $ 8,776.25
$ 8,995.67
Yearly
$ 84,328
$ 86,437 $ 88,598
$ 90,812
$ 93,083 $ 95,410
$ 97,795 $ 100,240
$ 102,746 $ 105,315
$ 107,948
R29
Sr. Facilities Maintenance Worker (Hired prior to 7/1/2023)
Hourly
$ 41.56
$ 42.59
$ 43.66
$ 44.75
$ 45.87
$ 47.02
$ 48.19
$ 49.40
$ 50.63
$ 51.90
$ 53.20
Monthly $ 7,203.08 $ 7,383.17 $ 7,567.67 $ 7,756.92 $ 7,950.83 $ 8,149.58 $ 8,353.33 $ 8,562.17 $ 8,776.25 $ 8,995.67 $
9,220.50
Yearly $ 86,437 $ 88,598 $ 90,812 $ 93,083 $ 95,410 $ 97,795 $ 100,240 $ 102,746 $ 105,315 $ 107,948 $
110,646
R30
Assistant Engineer II
Plant Operator II
Hourly
$ 42.59
$ 43.66
$ 44.75
$ 45.87
$ 47.02
$ 48.19
$ 49.40
$ 50.63
$ 51.90
$ 53.20
$ 54.53
Monthly $ 7,383.17
$ 7,567.67 $ 7,756.92 $ 7,950.83 $ 8,149.58 $ 8,353.33 $ 8,562.17 $ 8,776.25 $ 8,995.67 $ 9,220.50 $
9,451.00
Yearly $ 88,598
$ 90,812 $ 93,083 $ 95,410 $ 97,795 $ 100,240 $ 102,746 $ 105,315 $ 107,948 $ 110,646 $
113,412
R31
Electrical/SCADA Technician
Human Resources Analyst
Hourly
$ 43.66
$ 44.75
$ 45.87
$ 47.02
$ 48.19
$ 49.40
$ 50.63
$ 51.90
$ 53.20
$ 54.53
$ 55.89
Monthly $ 7,567.67
$ 7,756.92 $ 7,950.83 $ 8,149.58 $ 8,353.33 $ 8,562.17 $ 8,776.25
$ 8,995.67 $ 9,220.50 $ 9,451.00 $
9,687.33
Yearly $ 90,812
$ 93,083 $ 95,410 $ 97,795 $ 100,240 $ 102,746 $ 105,315
$ 107,948 $ 110,646 $ 113,412 $
116,248
R32
Accountant
Sr. Construction Inspector
Hourly
$ 44.75
$ 45.87
$ 47.02
$ 48.19
$ 49.40
$ 50.63
$ 51.90
$ 53.20
$ 54.53
$ 55.89
$ 57.29
Monthly
$ 7,756.92
$ 7,950.83
$ 8,149.58
$ 8,353.33
$ 8,562.17
$ 8,776.25
$ 8,995.67
$ 9,220.50
$ 9,451.00
$ 9,687.33
$ 9,929.50
Yearly
$ 93,083
$ 95,410
$ 97,795
$ 100,240
$ 102,746
$ 105,315
$ 107,948
$ 110,646
$ 113,412
$ 116,248
$ 119,154
Ratified October 19, 2023
Page 77 of 82
Yorba Linda Water District
Jab Classifications and Salary Schedule
Effective October 1, 2023
Approximately 2.5% between each step and
2.5% between each range
Range
Classification
ep 5
Step 6
Step 7
Step 8
Step 9
Step 10
Step 1
R33
Hourly $ 45.87 $ 47.02
Monthly $ 7,950.83 $ 8,149.58
Yearly $ 95,410 $ 97,795
$ 48.19
$ 49.40 $ 50.63
$ 51.90
$ 53.20
$ 54.53
$ 55.89
$ 57.29
$ 58.72
$ 8,353.33
$ 8,562.17 $ 8,776.25
$ 8,995.67
$ 9,220.50
$ 9,451.00
$ 9,687.33
$ 9,929.50
$ 10,177.75
$ 100,240
$ 102,746 $ 105,315
$ 107,948
$ 110,646
$ 113,412
$ 116,248
$ 119,154
$ 122,133
R34
Assistant Engineer III
Budget Analyst
Hourly
$ 47.02 $ 48.19
$ 49.40
$ 50.63
$ 51.90
$ 53.20
$ 54.53 $ 55.89
$ 57.29
$ 58.72
$ 60.19
Monthly
$ 8,149.58 $ 8,353.33
$ 8,562.17
$ 8,776.25
$ 8,995.67
$ 9,220.50
$ 9,451.00 $ 9,687.33
$ 9,929.50
$ 10,177.75
$ 10,432.17
Yearly
$ 97,795 $ 100,240
$ 102,746
$ 105,315
$ 107,948
$ 110,646
$ 113,412 $ 116,248
$ 119,154
$ 122,133
$ 125,186
R35
Customer Service Billing Administrator
Records Management Administrator
Sr. Mechanic
Hourly $ 48.19
$ 49.40 $ 50.63 $ 51.90 $ 53.20 $ 54.53 $ 55.89 $ 57.29 $ 58.72 $ 60.19 $ 61.69
Monthly $ 8,353.33
$ 8,562.17 $ 8,776.25 $ 8,995.67 $ 9,220.50 $ 9,451.00 $ 9,687.33 $ 9,929.50 $ 10,177.75 $ 10,432.17 $ 10,693.00
Yearly $ 100,240
$ 102,746 $ 105,315 $ 107,948 $ 110,646 $ 113,412 $ 116,248 $ 119,154 $ 122,133 $ 125,186 $ 128,316
R36
Sr. Maintenance Worker
Hourly
$ 49.40
$ 50.63 $ 51.90
$ 53.20 $ 54.53
$ 55.89
$ 57.29
$ 58.72
$ 60.19 $ 61.69
$ 63.23
Monthly
$ 8,562.17
$ 8,776.25 $ 8,995.67
$ 9,220.50 $ 9,451.00
$ 9,687.33
$ 9,929.50
$ 10,177.75
$ 10,432.17 $ 10,693.00
$ 10,960.33
Yearly
$ 102,746
$ 105,315 $ 107,948
$ 110,646 $ 113,412
$ 116,248
$ 119,154
$ 122,133
$ 125,186 $ 128,316
$ 131,524
R37
Records Management Administrator (Hired prior to 7/1/2023)
Hourly
$ 50.63
$ 51.90$ 53.20
$ 54.53 $ 55.89 $ 57.29
$ 58.72
$ 60.19
$ 61.69 $ 63.23 $ 64.81
Monthly
$ 8,776.25
$ 8,995.67 $ 9,220.50
$ 9,451.00 $ 9,687.33 $ 9,929.50
$ 10,177.75
$ 10,432.17
$ 10,693.00 $ 10,960.33 $ 11,234.33
Yearly
$ 105,315
$ 107,948 $ 110,646
$ 113,412 $ 116,248 $ 119,154
$ 122,133
$ 125,186
$ 128,316 $ 131,524 $ 134,812
R38
Customer Service Billing Administrator (Hired prior to 7/1/2023)
Public Affairs Officer
Safety Officer
Sr. Plant Operator
Hourly
$ 51.90
$ 53.20 $ 54.53
$ 55.89 $ 57.29 $ 58.72
$ 60.19 $ 61.69
$ 63.23 $ 64.81 $ 66.43
Monthly
$ 8,995.67
$ 9,220.50 $ 9,451.00
$ 9,687.33 $ 9,929.50 $ 10,177.75
$ 10,432.17 $ 10,693.00
$ 10,960.33 $ 11,234.33 $ 11,515.17
Yearly
$ 107,948
$ 110,646 $ 113,412
$ 116,248 $ 119,154 $ 122,133
$ 125,186 $ 128,316
$ 131,524 $ 134,812 $ 138,182
R39
Sr. Executive Assistant/Board Secretary
Hourly $ 53.20 $ 54.53 $ 55.89 $ 57.29 $ 58.72 $ 60.19 $ 61.69 $ 63.23 $ 64.81 $ 66.43 $ 68.09
Monthly $ 9,220.50 $ 9,451.00 $ 9,687.33 $ 9,929.50 $ 10,177.75 $ 10,432.17 $ 10,693.00 $ 10,960.33 $ 11,234.33 $ 11,515.17 $ 11,803.00
Yearly $ 110,646 $ 113,412 $ 116,248 $ 119,154 $ 122,133 $ 125,186 $ 128,316 $ 131,524 $ 134,812 $ 138,182 $ 141,636
R40
Associate Engineer
Hourly $ 54.53
$ 55.89 $ 57.29 $ 58.72 $ 60.19 $ 61.69 $ 63.23 $ 64.81 $ 66.43 $ 68.09 $ 69.80
Monthly $ 9,451.00
$ 9,687.33 $ 9,929.50 $ 10,177.75 $ 10,432.17 $ 10,693.00 $ 10,960.33 $ 11,234.33 $ 11,515.17 $ 11,803.00 $ 12,098.08
Yearly $ 113,412
$ 116,248 $ 119,154 $ 122,133 $ 125,186 $ 128,316 $ 131,524 $ 134,812 $ 138,182 $ 141,636 $ 145,177
R41
Hourly $ 55.89
$ 57.29 $ 58.72 $ 60.19 $ 61.69 $ 63.23 $ 64.81
$ 66.43 $ 68.09 $ 69.80 $ 71.54
Monthly $ 9,687.33
$ 9,929.50 $ 10,177.75 $ 10,432.17 $ 10,693.00 $ 10,960.33 $ 11,234.33
$ 11,515.17 $ 11,803.00 $ 12,098.08 $ 12,400.58
Yearly $ 116,248
$ 119,154 $ 122,133 $ 125,186 $ 128,316 $ 131,524 $ 134,812
$ 138,182 $ 141,636 $ 145,177 $ 148,807
R42
Accounting Supervisor
Sr. Executive Assistant/Board Secretary (Hired prior to 7/1/2023)
Hourly
$ 57.29
$ 58.72
$ 60.19
$ 61.69
$ 63.23
$ 64.81
$ 66.43
$ 68.09
$ 69.80
$ 71.54
$ 73.33
Monthly
$ 9,929.50
$ 10,177.75
$ 10,432.17
$ 10,693.00
$ 10,960.33
$ 11,234.33
$ 11,515.17
$ 11,803.00
$ 12,098.08
$ 12,400.58
$ 12,710.58
Yearly
$ 119,154
$ 122,133
$ 125,186
$ 128,316
$ 131,524
$ 134,812
$ 138,182
$ 141,636
$ 145,177
$ 148,807
$ 152,527
Ratified October 19, 2023
Page 78 of 82
Yorba Linda Water District
Job Classifications and Salary Schedule
Effective October 1, 2023
Approximately 2.5% between each step and
2.5% between each range
Range
Classification
Step 8
Step 9
Step 10
Step 1
R43
Hourly $ 58.72 $ 60.19
Monthly $ 10,177.75 $ 10,432.17
Yearly $ 122,133 $ 125,186
$ 61.69
$ 63.23 $ 64.81 $ 66.43 $ 68.09
$ 69.80
$ 71.54
$ 73.33
$ 75.16
$ 10,693.00
$ 10,960.33 $ 11,234.33 $ 11,515.17 $ 11,803.00
$ 12,098.08
$ 12,400.58
$ 12,710.58
$ 13,028.33
$ 128,316
$ 131,524 $ 134,812 $ 138,182 $ 141,636
$ 145,177
$ 148,807
$ 152,527
$ 156,340
R44
Chief Water System Operator
Hourly
$ 60.19 $ 61.69
$ 63.23
$ 64.81
$ 66.43
$ 68.09
$ 69.80 $ 71.54
$ 73.33
$ 75.16
$ 77.04
Monthly
$ 10,432.17 $ 10,693.00
$ 10,960.33
$ 11,234.33
$ 11,515.17
$ 11,803.00
$ 12,098.08 $ 12,400.58
$ 12,710.58
$ 13,028.33
$ 13,354.08
Yearly
$ 125,186 $ 128,316
$ 131,524
$ 134,812
$ 138,182
$ 141,636
$ 145,177 $ 148,807
$ 152,527
$ 156,340
$ 160,249
R45
Hourly $ 61.69
$ 63.23 $ 64.81 $ 66.43 $ 68.09 $ 69.80 $ 71.54 $ 73.33 $ 75.16 $ 77.04 $ 78.97
Monthly $ 10,693.00
$ 10,960.33 $ 11,234.33 $ 11,515.17 $ 11,803.00 $ 12,098.08 $ 12,400.58 $ 12,710.58 $ 13,028.33 $ 13,354.08 $ 13,687.92
Yearly $ 128,316
$ 131,524 $ 134,812 $ 138,182 $ 141,636 $ 145,177 $ 148,807 $ 152,527 $ 156,340 $ 160,249 $ 164,255
R46
Sr. Engineer
Hourly
$ 63.23
$ 64.81 $ 66.43
$ 68.09
$ 69.80
$ 71.54
$ 73.33
$ 75.16 $ 77.04
$ 78.97
$ 80.94
Monthly
$ 10,960.33
$ 11,234.33 $ 11,515.17
$ 11,803.00
$ 12,098.08
$ 12,400.58
$ 12,710.58
$ 13,028.33 $ 13,354.08
$ 13,687.92
$ 14,030.08
Yearly
$ 131,524
$ 134,812 $ 138,182
$ 141,636
$ 145,177
$ 148,807
$ 152,527
$ 156,340 $ 160,249
$ 164,255
$ 168,361
R47
Sr. Information Systems Administrator
Hourly
$ 64.81 $ 66.43 $ 68.09
$ 69.80
$ 71.54
$ 73.33 $ 75.16
$ 77.04 $ 78.97
$ 80.94 $ 82.97
Monthly
$ 11,234.33 $ 11,515.17 $ 11,803.00
$ 12,098.08
$ 12,400.58
$ 12,710.58 $ 13,028.33
$ 13,354.08 $ 13,687.92
$ 14,030.08 $ 14,380.83
Yearly
$ 134,812 $ 138,182 $ 141,636
$ 145,177
$ 148,807
$ 152,527 $ 156,340
$ 160,249 $ 164,255
$ 168,361 $ 172,570
R48
Maintenance Superintendent
Operations Superintendent
Sr. Information Systems Administrator (Hired prior to 7/1/2023)
Hourly
$ 66.43 $ 68.09 $ 69.80 $ 71.54
$ 73.33
$ 75.16
$ 77.04 $ 78.97 $ 80.94
$ 82.97 $ 85.04
Monthly
$ 11,515.17 $ 11,803.00 $ 12,098.08 $ 12,400.58
$ 12,710.58
$ 13,028.33
$ 13,354.08 $ 13,687.92 $ 14,030.08
$ 14,380.83 $ 14,740.42
Yearly
$ 138,182 $ 141,636 $ 145,177 $ 148,807
$ 152,527
$ 156,340
$ 160,249 $ 164,255 $ 168,361
$ 172,570 $ 176,885
R49
Hourly $ 68.09 $ 69.80 $ 71.54 $ 73.33 $ 75.16 $ 77.04 $ 78.97 $ 80.94 $ 82.97 $ 85.04 $ 87.17
Monthly $ 11,803.00 $ 12,098.08 $ 12,400.58 $ 12,710.58 $ 13,028.33 $ 13,354.08 $ 13,687.92 $ 14,030.08 $ 14,380.83 $ 14,740.42 $ 15,108.92
Yearly $ 141,636 $ 145,177 $ 148,807 $ 152,527 $ 156,340 $ 160,249 $ 164,255 $ 168,361 $ 172,570 $ 176,885 $ 181,307
R50
Principal Engineer
Production Superintendent
Hourly $ 69.80
$ 71.54 $ 73.33 $ 75.16 $ 77.04 $ 78.97 $ 80.94 $ 82.97 $ 85.04 $ 87.17 $ 89.35
Monthly $ 12,098.08
$ 12,400.58 $ 12,710.58 $ 13,028.33 $ 13,354.08 $ 13,687.92 $ 14,030.08 $ 14,380.83 $ 14,740.42 $ 15,108.92 $ 15,486.58
Yearly $ 145,177
$ 148,807 $ 152,527 $ 156,340 $ 160,249 $ 164,255 $ 168,361 $ 172,570 $ 176,885 $ 181,307 $ 185,839
R51
Hourly $ 71.54
$ 73.33 $ 75.16 $ 77.04 $ 78.97 $ 80.94 $ 82.97
$ 85.04 $ 87.17 $ 89.35 $ 91.58
Monthly $ 12,400.58
$ 12,710.58 $ 13,028.33 $ 13,354.08 $ 13,687.92 $ 14,030.08 $ 14,380.83
$ 14,740.42 $ 15,108.92 $ 15,486.58 $ 15,873.75
Yearly $ 148,807
$ 152,527 $ 156,340 $ 160,249 $ 164,255 $ 168,361 $ 172,570
$ 176,885 $ 181,307 $ 185,839 $ 190,485
R52
Hourly
$ 73.33
$ 75.16
$ 77.04
$ 78.97
$ 80.94
$ 82.97
$ 85.04
$ 87.17
$ 89.35
$ 91.58
$ 93.87
Monthly
$ 12,710.58
$ 13,028.33
$ 13,354.08
$ 13,687.92
$ 14,030.08
$ 14,380.83
$ 14,740.42
$ 15,108.92
$ 15,486.58
$ 15,873.75
$ 16,270.58
Yearly
$ 152,527
$ 156,340
$ 160,249
$ 164,255
$ 168,361
$ 172,570
$ 176,885
$ 181,307
$ 185,839
$ 190,485
$ 195,247
Ratified October 19, 2023
Page 79 of 82
Yorba Linda Water District
Job Classifications and Salary Schedule
Effective October 1, 2023
Approximately 2.5% between each step and
2.5% between each range
Range
R53
Classification
ange
Hourly
Monthly
Yearly
Step 1
$ 75.16
Step 2
$ 77.04
Step 3
$ 78.97
$ 80.94
$ 82.97
Step 6
$ 85.04
Step 7
$ 87.17
Step 8
$ 89.35
Step 9
$ 91.58
$ 93.87
$ 96.22
$ 13,028.33 $ 13,354.08
$ 13,687.92
$ 14,030.08 $ 14,380.83
$ 14,740.42
$ 15,108.92
$ 15,486.58
$ 15,873.75 $ 16,270.58 $
16,677.42
$ 156,340 $ 160,249
$ 164,255
$ 168,361 $ 172,570
$ 176,885
$ 181,307
$ 185,839
$ 190,485 $ 195,247 $
200,129
R54
Hourly
$ 77.04
$ 78.97
$ 80.94
$ 82.97
$ 85.04
$ 87.17
$ 89.35
$ 91.58
$ 93.87
$ 96.22
$ 98.62
Monthly
$ 13,354.08 $ 13,687.92
$ 14,030.08
$ 14,380.83
$ 14,740.42
$ 15,108.92
$ 15,486.58 $ 15,873.75
$ 16,270.58
$ 16,677.42
$ 17,094.33
Yearly
$ 160,249 $ 164,255
$ 168,361
$ 172,570
$ 176,885
$ 181,307
$ 185,839 $ 190,485
$ 195,247
$ 200,129
$ 205,132
R55
Hourly
$ 78.97
$ 80.94
$ 82.97
$ 85.04
$ 87.17
$ 89.35
$ 91.58
$ 93.87
$ 96.22
$ 98.62
$ 101.09
Monthly $ 13,687.92
$ 14,030.08 $ 14,380.83 $ 14,740.42 $ 15,108.92 $ 15,486.58 $ 15,873.75 $ 16,270.58 $ 16,677.42 $ 17,094.33 $
17,521.67
Yearly $ 164,255
$ 168,361 $ 172,570 $ 176,885 $ 181,307 $ 185,839 $ 190,485 $ 195,247 $ 200,129 $ 205,132 $
210,260
R56
Human Resources and Risk Manager*
Hourly
$ 80.94
$ 82.97
$ 85.04
$ 87.17
$ 89.35
$ 91.58
$ 93.87
$ 96.22
$ 98.62
$ 101.09
$ 103.61
Monthly
$ 14,030.08
$ 14,380.83
$ 14,740.42
$ 15,108.92
$ 15,486.58
$ 15,873.75
$ 16,270.58
$ 16,677.42
$ 17,094.33
$ 17,521.67
$ 17,959.75
Yearly
$ 168,361
$ 172,570
$ 176,885
$ 181,307
$ 185,839
$ 190,485
$ 195,247
$ 200,129
$ 205,132
$ 210,260
$ 215,517
R57
Hourly
$ 82.97
$ 85.04
$ 87.17
$ 89.35
$ 91.58
$ 93.87
$ 96.22
$ 98.62
$ 101.09
$ 103.61
$ 106.20
Monthly
$ 14,380.83 $ 14,740.42
$ 15,108.92
$ 15,486.58
$ 15,873.75 $ 16,270.58
$ 16,677.42
$ 17,094.33
$ 17,521.67 $ 17,959.75
$ 18,408.75
Yearly
$ 172,570 $ 176,885
$ 181,307
$ 185,839
$ 190,485 $ 195,247
$ 200,129
$ 205,132
$ 210,260 $ 215,517
$ 220,905
R58
Engineering Manager*
Finance Manager*
Operations Manager*
Hourly
$ 85.04
$ 87.17
$ 89.35
$ 91.58
$ 93.87
$ 96.22
$ 98.62
$ 101.09
$ 103.61
$ 106.20
$ 108.86
Monthly
$ 14,740.42 $ 15,108.92
$ 15,486.58
$ 15,873.75
$ 16,270.58 $ 16,677.42
$ 17,094.33 $ 17,521.67
$ 17,959.75 $ 18,408.75
$ 18,868.92
Yearly
$ 176,885 $ 181,307
$ 185,839
$ 190,485
$ 195,247 $ 200,129
$ 205,132 $ 210,260
$ 215,517 $ 220,905
$ 226,427
R59
Hourly
$ 87.17
$ 89.35
$ 91.58
$ 93.87
$ 96.22
$ 98.62
$ 101.09
$ 103.61
$ 106.20
$ 108.86
$ 111.58
Monthly $ 15,108.92 $ 15,486.58 $ 15,873.75 $ 16,270.58 $ 16,677.42 $ 17,094.33 $ 17,521.67 $ 17,959.75 $ 18,408.75 $ 18,868.92 $
19,340.67
Yearly $ 181,307 $ 185,839 $ 190,485 $ 195,247 $ 200,129 $ 205,132 $ 210,260 $ 215,517 $ 220,905 $ 226,427 $
232,088
R60
Hourly
$ 89.35
$ 91.58
$ 93.87
$ 96.22
$ 98.62
$ 101.09
$ 103.61
$ 106.20
$ 108.86
$ 111.58
$ 114.37
Monthly $ 15,486.58
$ 15,873.75 $ 16,270.58 $ 16,677.42 $ 17,094.33 $ 17,521.67 $ 17,959.75 $ 18,408.75 $ 18,868.92 $ 19,340.67 $
19,824.17
Yearly $ 185,839
$ 190,485 $ 195,247 $ 200,129 $ 205,132 $ 210,260 $ 215,517 $ 220,905 $ 226,427 $ 232,088 $
237,890
R61
Hourly
$ 91.58
$ 93.87
$ 96.22
$ 98.62
$ 101.09
$ 103.61
$ 106.20
$ 108.86
$ 111.58
$ 114.37
$ 117.23
Monthly $ 15,873.75
$ 16,270.58 $ 16,677.42 $ 17,094.33 $ 17,521.67 $ 17,959.75 $ 18,408.75
$ 18,868.92 $ 19,340.67 $ 19,824.17 $
20,319.75
Yearly $ 190,485
$ 195,247 $ 200,129 $ 205,132 $ 210,260 $ 215,517 $ 220,905
$ 226,427 $ 232,088 $ 237,890 $
243,837
R62
Hourly
$ 93.87
$ 96.22
$ 98.62
$ 101.09
$ 103.61
$ 106.20
$ 108.86
$ 111.58
$ 114.37
$ 117.23
$ 120.16
Monthly
$ 16,270.58
$ 16,677.42
$ 17,094.33
$ 17,521.67
$ 17,959.75
$ 18,408.75
$ 18,868.92
$ 19,340.67
$ 19,824.17
$ 20,319.75
$ 20,827.75
Yearly
$ 195,247
$ 200,129
$ 205,132
$ 210,260
$ 215,517
$ 220,905
$ 226,427
$ 232,088
$ 237,890
$ 243,837
$ 249,933
Ratified October 19, 2023
Page 80 of 82
Yorba Linda Water District
Job Classifications and Salary Schedule
Effective October 1, 2023
Approximately 2.5% between each step and
2.5% between each range
Range
Classification
Step 2
ep 5
Step 8
Step 9
Step 10
R63
Hourly
Monthly
Yearly
$ 96.22
$ 16,677.42
$ 200,129
$ 98.62
$ 17,094.33
$ 205,132
$ 101.09
$ 103.61
$ 106.20
$ 108.86
$ 111.58
$ 114.37
$ 117.23
$ 120.16
$ 123.16
$ 17,521.67
$ 17,959.75
$ 18,408.75
$ 18,868.92 $ 19,340.67
$ 19,824.17
$ 20,319.75
$ 20,827.75 $
21,348.50
$ 210,260
$ 215,517
$ 220,905
$ 226,427 $ 232,088
$ 237,890
$ 243,837
$ 249,933 $
256,182
R64
Hourly
$ 98.62
$ 101.09
$ 103.61
$ 106.20
$ 108.86
$ 111.58
$ 114.37
$ 117.23
$ 120.16
$ 123.16
$ 126.24
Monthly
$ 17,094.33 $ 17,521.67
$ 17,959.75
$ 18,408.75
$ 18,868.92
$ 19,340.67
$ 19,824.17 $ 20,319.75
$ 20,827.75
$ 21,348.50
$ 21,882.17
Yearly
$ 205,132 $ 210,260
$ 215,517
$ 220,905
$ 226,427
$ 232,088
$ 237,890 $ 243,837
$ 249,933
$ 256,182
$ 262,586
R65
Hourly
$ 101.09
$ 103.61
$ 106.20
$ 108.86
$ 111.58
$ 114.37
$ 117.23
$ 120.16
$ 123.16
$ 126.24
$ 129.40
Monthly $ 17,521.67
$ 17,959.75 $ 18,408.75 $ 18,868.92 $ 19,340.67 $ 19,824.17 $ 20,319.75 $ 20,827.75 $ 21,348.50 $ 21,882.17 $
22,429.25
Yearly $ 210,260
$ 215,517 $ 220,905 $ 226,427 $ 232,088 $ 237,890 $ 243,837 $ 249,933 $ 256,182 $ 262,586 $
269,151
R66
Assistant General Manager*
Hourly
$ 103.61
$ 106.20
$ 108.86
$ 111.58
$ 114.37
$ 117.23
$ 120.16
$ 123.16
$ 126.24
$ 129.40
$ 132.63
Monthly
$ 17,959.75
$ 18,408.75
$ 18,868.92
$ 19,340.67
$ 19,824.17
$ 20,319.75
$ 20,827.75 $ 21,348.50
$ 21,882.17
$ 22,429.25
$ 22,990.00
Yearly
$ 215,517
$ 220,905
$ 226,427
$ 232,088
$ 237,890
$ 243,837
$ 249,933 $ 256,182
$ 262,586
$ 269,151
$ 275,880
R67
Hourly
$ 106.20
$ 108.86
$ 111.58
$ 114.37
$ 117.23
$ 120.16
$ 123.16
$ 126.2$
129.40
$ 132.63
$ 135.95
Monthly
$ 18,408.75
$ 18,868.92
$ 19,340.67
$ 19,824.17
$ 20,319.75
$ 20,827.75
$ 21,348.50 $ 2E262,586]
$ 22,429.25
$ 22,990.00
$ 23,564.75
Yearly
$ 220,905
$ 226,427
$ 232,088
$ 237,890
$ 243,837
$ 249,933
$ 256,182 $
$ 269,151
$ 275,880
$ 282,777
R68
Hourly
$ 108.86
$ 111.58
$ 114.37
$ 117.23
$ 120.16
$ 123.16
$ 126.24
$ 129.40
$ 132.63
$ 135.95
$ 139.35
Monthly
$ 18,868.92 $ 19,340.67
$ 19,824.17
$ 20,319.75
$ 20,827.75
$ 21,348.50
$ 21,882.17 $ 22,429.25
$ 22,990.00
$ 23,564.75
$ 24,153.83
Yearly
$ 226,427 $ 232,088
$ 237,890
$ 243,837
$ 249,933
$ 256,182
$ 262,586 $ 269,151
$ 275,880
$ 282,777
$ 289,846
R69
Hourly
$ 111.58
$ 114.37
$ 117.23
$ 120.16
$ 123.16
$ 126.24
$ 129.40
$ 132.63
$ 135.95
$ 139.35
$ 142.83
Monthly $ 19,340.67 $ 19,824.17 $ 20,319.75 $ 20,827.75 $ 21,348.50 $ 21,882.17 $ 22,429.25 $ 22,990.00 $ 23,564.75 $ 24,153.83 $
24,757.67
Yearly $ 232,088 $ 237,890 $ 243,837 $ 249,933 $ 256,182 $ 262,586 $ 269,151 $ 275,880 $ 282,777 $ 289,846 $
297,092
R70
Hourly
$ 114.37
$ 117.23
$ 120.16
$ 123.16
$ 126.24
$ 129.40
$ 132.63
$ 135.95
$ 139.35
$ 142.83
$ 146.40
Monthly $ 19,824.17
$ 20,319.75 $ 20,827.75 $ 21,348.50 $ 21,882.17 $ 22,429.25 $ 22,990.00 $ 23,564.75 $ 24,153.83 $ 24,757.67 $
25,376.58
Yearly $ 237,890
$ 243,837 $ 249,933 $ 256,182 $ 262,586 $ 269,151 $ 275,880 $ 282,777 $ 289,846 $ 297,092 $
304,519
Ratified October 19, 2023
Page 81 of 82
Yorba Linda
Water District
MEETING DATE:
TO:
FROM:
STAFF CONTACTS:
SUBJECT:
RECOMMENDATION:
AGENDA REPORT
October 19, 2023
Board of Directors
Mark Toy, General Manager
Mark Toy, General Manager
General Manager Renewal of Credentials
ITEM NO. 9.5.
That the Board of Directors approve the payment of fees for the General Manager to renew his
credentials as a Professional Engineer (P.E.) and Board Certified Water Resources Engineer
(BC.WRE).
FISCAL IMPACT:
Budgeted: Yes
Cost Estimate: $475 ($225 for P.E. 1 $250 for BC.WRE)
BACKGROUND:
Pursuant to section 4.9.2. of the Employment Agreement with the General Manager, Mr. Toy is
requesting the Board of Directors pre -approval for payment of fees associated with renewing his
credentials as a licensed professional engineer (P.E.) in the state of Arizona for a cost of $225, and
as a Board Certified Water Resources Engineer (BC.WRE) for a cost of $250.
STRATEGIC PLAN INITIATIVE(S):
G5 1A - Retain a highly skilled and capable workforce.
Page 82 of 82