California Urban Water Conservation Council Best Management Practices Reporting

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California Urban Water Conservation CouncilBest
Management Practices Reporting
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Reporting Alternatives

• Reports on BMP Implementation
• You do this at the end of the reporting period.
• Exemption Request
• You do this at the beginning of the reporting
  period.
• The exemption is renewed each reporting period.

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Exemption Requests (1 of 2)

• A utility can exempt themselves from a BMP for
  three reasons
• legality
• cost-effectiveness
• budgetary constraints
• Exemptions are due in writing to the Council at
  the beginning of the reporting period.

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Exemption Requests (2 of 2)

• Guidelines are available to assist you in writing
  your request.
• See Technical Resources on the Council website
• You should complete the BMP reports, even if you
  are claiming an exemption, because your exemption
  status may change over time.

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Reporting Period

• Reports are submitted on a bi-annual basis (every
  two years)
• Information is reported for each year
• Current reporting period is 2007-2008
• System is set up for fiscal year reporting
• Reports are due by December 2008 (extra time
  allowed for agencies on a calendar year)

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USBR Contractors

• Reports are submitted every year
• Information is reported for each year
• Annual Updates to Water Management Plan are due
  every year on March 31st.
• Annual Updates are a requirement of the Water
  Conservation and Efficiency Criteria developed
  under the Central Valley Project Improvement Act.
  

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Reporting Units (1 of 2)

• In most cases, the reporting unit and the
  signatory are the same. A reporting unit is a
  unit of the Group 1 signatory that reports on
  BMPs. Think of the reporting unit as the
  service area.

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Reporting Units (2 of 2)

• In two cases, a signatory may have more than one
  reporting unit
• Investor-owned utilities that have a reporting
  unit for each service area.
• Signatories with both retail and wholesale
  responsibilities have a reporting unit for each.

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Reporting Unit Accounts

• Each reporting unit has one designated
  Conservation Coordinator (CC) account.
• The CC submits all final reports to the Council.
• Reporting units can have multiple edit-only
  accounts.

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Account Setup

• Two ways to set up a new account
• The Conservation Coordinator can add a new
  account via the Signatory/ Reporting Unit
  Profile
• OR
• E-mail the name, title, mailing address, phone
  number and e-mail address to the Council. If you
  do not specify a password, the CUWCC will assign
  you one.

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Log-in Page
http//bmp.cuwcc.org
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Demonstration Log-in Account

• Demonstration Account
• User Name cuwcc demo
• Password demo

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Your Information

• Conservation Coordinator
• Name
• User Name Password

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Home Page (1 of 4)

• Standard Header
• Home, Contact Us, FAQs, Coverage Reports,
  Summaries, Print Reports
• Standard Buttons
• Logout, Memorandum of Understanding
• Diamonds with Question Marks are Help
  buttons
• Select a Reporting Unit

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Home Page(2 of 4)

• One-time forms
• File these forms first!
• Other forms cannot be submitted to CUWCC until
  Base Year Data form is complete

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Home Page(3 of 4)

• Annual Report Forms
• Two reports that are applicable to multiple BMPs
• Water Supply and Reuse
• Accounts and Water Use
• One report for each BMP in each year of the
  reporting period

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Home Page (4 of 4)

• Different BMP reports for Retail and Wholesale
  reporting units
• Retail reporting units report on 13 BMPs
• Wholesale reporting units report on 5 BMPs
• The reports are pre-defined, and cannot be
  changed.

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Home PageRetail Annual Reports
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Home PageWholesale Annual Reports
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Signatory / Reporting Unit Profile

• You can change the Reporting Unit address
• You can change your own contact information and
  password
• If you are the Conservation Coordinator, you can
• create a new account
• disable other accounts

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Signatory/ Reporting Unit Profile
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Base Year (1 of 4)

• You have to complete this form first!
• You only have to complete this form once.
• The base year is applicable only to Retail
  reporting units.
• Information in the Base Year form must be
  accurate for the system to correctly measure an
  agencys progress on meeting their BMP coverage
  requirement goals.

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Base Year (2 of 4)

• A water suppliers base year depends on when the
  agency signed the Councils Memorandum of
  Understanding (MOU)
• If before 1997, then base year is 1997
• If after 1997, then base year is actual year
  agency signed the MOU.

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Base Year (3 of 4)

• The coverage requirements may state a signatory
  has to survey some percent of its customers, such
  as survey 1.5 per year. How many surveys is
  that? To figure this out, we need to know the
  total number of customers in the base year.
• The CUWCC uses this information to calculate
  percents for BMPs 1, 2, 5, 9 and 14.

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Base Year
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Base Year (4 of 4)

• Number of mixed use meters in your base year. Of
  the total CII accounts in your base year, how
  many are mixed use?
• Mixed use meters serve both landscape and
  interior water use.

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BMP Activity History

• The CUWCC uses this information to calculate
  credit for historical activity (1991-1998) for
  BMPs 1, 5, 9 and 14.
• Select a year, and complete the form. Repeat for
  all the years your water utility has implemented
  the BMP.
• If you have program activity before 1991, include
  this in the 1991 information.

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Historical Summary
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Historical Activity
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Annual Report Forms

• Percentage shows completeness of each form.
• Two views
• Input Form with Status Report
• Input Form without Status Report
• You access the same report either way.
• You can complete the forms in any order.
• Save your work often!

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Annual Report Forms (contd)

• When you save the form, you get a status report
  near the top of the form. The status report
  tells you what fields you have not completed.
• You have to complete every field on the form,
  even if you put in zero.
• You cannot submit the form until it is 100
  complete.

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Annual Report Forms Water Supply and Reuse

• What
• Identify and quantify the supplies for the
  reporting unit
• Supply name
• Type of supply
• Volume (actual, not entitlement)
• How
• Complete the bottom of the form, and use the
  Add button to add supply information
• Use the Update button to update supply
  information
• Use the Delete button to delete a supply

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Water Supply and Reuse
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Annual Report Forms Accounts and Water Use

• Eight customer classes
• Number of metered and un-metered connections for
  each customer class
• Acre-feet delivered to each customer class, and
  each type of account.

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Accounts and Water Use
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Annual Report Forms BMP Reports

• Format shows reporting data from prior reporting
  year.
• Comparison column reflects difference between
  numbers reported for previous and current year.

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BMP Report Forms
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BMP03 Voluntary Section
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BMP 04 Metering(1 of 3)
NEW Form! Revised in 2007
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BMP 04 Old Form
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BMP 04 New Form
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BMP 04 Metering(2 of 3)

• New requirements
• Prepare a written plan, policy or program to
  test, prepare and replace meters.
• Instead of , record actual number of
• Metered accounts
• Metered accounts read
• Metered accounts billed by volume of use
• Volume estimates
• Frequency of billing (i.e. six or twelve
  times/year) by type of metered customer

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BMP 04 Metering (3 of 3)

• G. Commitment to Further Review
• Within three years from the date this BMP
  revision is adopted, the CUWCC will complete an
  evaluation of the potential water use efficiency
  impacts and cost-effectiveness of the following
  for consideration as future BMP revision(s)
• 1) Criteria for meter testing, repair,
  replacement and accuracy
• 2) Transition to installing automated meter
  reading (AMR) technologies and
• 3) Transition to monthly billing schedules for
  all accounts.

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BMP 05 Large Landscape

• Added the total number of change-outs from
  mixed-use to dedicated irrigation meters since
  Base Year (from BMP 4).

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BMP06 Clothes Washers

• Pilot program extended to four years
• Calculated coverage goal
• (CG Total Dwelling Units x .0768)
• Assigned points for tiered water factor levels
• Credit assigned for past efforts using one of two
  methods
• System calculates 1 point for previously reported
  HEW incentives
• OR
• Points assigned for documented HEW incentives

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BMP 06 Clothes WashersCoverage Goal Data
Collected in 2005 Form
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BMP 07 Public Information BMP 08 School
Education

• Retailer is not required to complete form if
  their Wholesaler implements program on their
  behalf.

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BMP 09 Commercial Industrial Institutional (CII)
Performance Track Form includes common CII
programs being implemented.
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BMP11 Rates NEW Form!
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BMP11 Rates(1 of 6)

• Report form has been streamlined
• No more rate sheets!
• Now applies only to Retail conservation pricing
  Wholesale agencies are no longer required to
  report on BMP 11.

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BMP11 Rates(2 of 6)

• Agency shall maintain rate structure for water
  service consistent with the definition of
  conservation pricing in Part I, Section A of BMP
  11.
• Conservation Pricing Definition
• Provides economic incentives (a price signal) to
  customers to use water efficiently
• Requires volumetric rates
• Necessitates metered water service
• BMP 11 sets minimum percentage (70) of water
  sales revenue from volumetric rates

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BMP11 Rates(3 of 6)

• Agency must show consistency with definition of
  conservation pricing
• Two implementation options
• 1) Use annual revenue as reported
• OR
• 2) Use the Canadian Rate Design Model
• (available for download on the CUWCC website)

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BMP11 Rates(4 of 6)

• Option 1 Use Annual Revenue As Reported
• V/(VM) gt 70
• V Total annual revenue from volumetric rates
• M Total annual revenue from customer
  meter/service (fixed) charges

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BMP11 Rates(5 of 6)

• Option 2 Use Canadian Water Wastewater
• Association Rate Design Model
• V/(VM) gt V/(VM)
• V Total annual revenue from volumetric rates
• M Total annual revenue from customer
  meter/service (fixed) charges
• V The uniform volume rate based on the
  signatory's long-run incremental cost of service
  
• M The associated meter charge

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BMP11 Rates(6 of 6)

• Water and sewer rate reporting split
• If retail agency does not provide sewer service,
  it is not required to fill in this section

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BMP12 ConservationCoordinator

• Note the Expenditures section
• Staffing Expenditures
• TOTAL BMP Program Implementation Expenditures

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Expenditures

• Program implementation expenditures are no longer
  requested on every BMP report
• Some reports still ask for expenditures because
  the language of the BMP requires such reporting
• All Expenditures should be reported in BMP 12,
  and report individual expenditures on individual
  BMPs as required

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BMP14 ULFTs

• Allows credit for Dual-Flush and High Efficiency
  Toilets (HETs)

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Comments

• Each form has a comment box at the bottom.
• You can use this to document answers in your
  form.
• Documenting what you do not say can be just as
  important as documenting what you do say.

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At Least As Effective As(ALAEA) Option (1 of
2)

• MOU Exhibit 1. BMP Definitions, Schedules and
  Requirements
• It is likely that as the process moves forward,
  water suppliers will find new implementation
  methods even more effective than those described.
  Any implementation method used should be at
  least as effective as the methods described
  below.

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At Least As Effective As(ALAEA) Option (2 of
2)

• Achieve same level of activity
• Satisfy commitment to use good faith efforts to
  optimize savings
• Implement BMP at level of effort projected to
  achieve at least the coverages specified in each
  BMP definition

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Wholesale Report Forms (1 of 3)

• Wholesale reporting units have to report on BMPs
  3, 7, 8, 10, and 12.
• Four of these reports are exactly the same as the
  retail reporting forms.
• BMP 10 is just for wholesale reporting units.
• Wholesalers no longer report on BMP 11.

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Wholesale Report Forms (2 of 3)
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Wholesale Report Forms (3 of 3)

• BMP 10 asks about
• Financial support (by BMP)
• Technical support
• Staff resources (by BMP)
• Regional programs (by BMP)
• Expenditures
• At Least As Effective As
• Comments

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Submission Process (1 of 8)

• Anyone can complete a BMP reporting form.
• Only the Conservation Coordinator (CC) can submit
  the final form to the Council.
• Two conditions are necessary before the CC can
  submit a BMP report to the Council
• You must have submitted the Base Year form.
• The form must be 100 complete.

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Submission Process (2 of 8)

• When the BMP form is 100 complete, a new button
  will appear on the form
• To submit the form
• Click on the Save As Final checkbox.
• Hit the Save Session button.

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Submission Process (3 of 8)
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Submission Process (4 of 8)
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Submission Process (5 of 8)

• If you are NOT the Conservation Coordinator
• The form status on the BMP Home Page changes to
  Pending CC Review.
• A message will be sent to the CC stating that
  this form is ready for review.
• The Conservation Coordinator will then be able to
  review the form before submitting it to the
  CUWCC.

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Submission Process (6 of 8)

• If you ARE the Conservation Coordinator
• The form status will now say Submitted to CUWCC
  (submittal date).
• The system sends an e-mail message to the CUWCC
  stating you have just submitted this BMP report.
  
  

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Submission Process (7 of 8)
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Submission Process (8 of 8)

• Submit All Button

• Shortcut to submit all forms at once
• Can only use if ALL forms are at 100 complete
  status

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Data Correction Process (1 of 2)

• Once you submit the report form, the data is
  locked. You can view the data, but you cannot
  change it. The Save Session button will no
  longer appear on the form.

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Data Correction Process (2 of 2)

• If you find an error, then the Conservation
  Coordinator should contact the CUWCC with the
  following information
• the BMP
• the year
• the question number and text
• the old information in the field (as a check on
  changing what we are supposed to change)
• the new information

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Printing Forms

• Two ways to print a form
• Use Print while in a browser
• Printable summary forms, under the Print Reports
  button in the header.
• Browsers will only print what appears
• on the screen, not the entire text box.

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Print Forms Home Page
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Print BMPs Home Page
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Printing An Individual Form
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Printing All Forms
Print All Button

• Shortcut to print all forms at once

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BMP Coverage Reports(1 of 3)

• For each BMP and each reporting period, you can
  see a report of how well you are meeting the
  coverage requirements described in the MOU.

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BMP Coverage Reports (2 of 3)

• If agency has met the requirements of a BMP, this
  will be reflected in the compliance summary
  statement.
• Summary statements for all BMPs
• Not On Track
• At Least As Effective As
• Exemption Requested
• On Track
• Requirements Met

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BMP Coverage Reports
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BMP Coverage Reports
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BMP Coverage Reports (3 of 3)

• AB 1420 How does BMP compliance affect
  eligibility for funding?
• The coverage requirement reports are what the
  CUWCC would provide to the Department of Water
  Resources under AB 1420.

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BMP Reporting Summaries

• Reports summarizing submitted BMP implementation
  data
• Some reports are also available to the public

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BMP Reporting SummariesHome Page
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Reporting Summaries BMP Reporting Status by
Reporting Unit

• These reports are available to the public.
• You can see what reports each reporting unit has,
  and has not submitted to the CUWCC.
• Click on the reporting unit name to see the
  details for each BMP.

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Status by Reporting Unit
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BMP Reporting Summaries Water Savings by BMP

• Two reports available
• Water Savings - Reporting Unit
• Water Savings Total of All Reporting Units

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Water Savings Report Total
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Water Savings Report Total
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Public BMP Reporting Summaries

• Same reports available as for Reporting Units
• Only includes summary data for submitted BMP
  reports
• Does not include water savings data at reporting
  unit level

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Public Reports Home Page
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Public Submitted BMP Reports
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Public BMP Coverage Reports
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Questions?

• Remember that the diamonds next to each question
  in the report forms help you to understand the
  question better.
• You can also access the Frequently Asked
  Questions (FAQs) button at the top of each page.

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