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Lisa Marie Harris-CFO of the Year-San Diego Business Journal

Water Authority Finance Director Lisa Marie Harris is CFO of the Year

San Diego County Water Authority Finance Director Lisa Marie Harris has been named CFO of the Year in the Public Sector category by the San Diego Business Journal.

Harris has served as director of finance and treasurer for the Water Authority since May 2014, capping 30 years of experience in both public and private finance. In her current role, she is responsible for overseeing the Water Authority’s $1.98 billion debt portfolio, a $503 million investment portfolio, the development of the biannual $1.7 billion operating budget, and setting annual rates and charges.

Reducing costs for water ratepayers

“The San Diego Business Journal could not have selected a better example of dedicated public service than Lisa Marie Harris,” said Water Authority General Manager Sandra L. Kerl. “Over the past seven years, Lisa Marie has led strategic initiatives that have improved the financial health of the Water Authority, benefitting our member agencies and the region’s ratepayers, while demonstrating leadership for employees who provide essential water services to San Diego County.”

CFO of the Year

Each year, the San Diego Business Journal honors the financial executives with its CFO of the Year Awards that recognize contributions to growth, leadership, and community involvement. A panel of independent judges, drawn from the region’s financial leaders, selected the 2022 candidates.

Lisa Marie Harris-CFO of the Year-San Diego Business Journal

During the peak of the pandemic, she advocated for refinancing Water Authority debt and then timed the market to minimize costs for the agency. Harris’ financial savvy and keen sense of timing saved the region $48 million, which will be applied to future rate cycles. Photo: San Diego County Water Authority

Harris and finance team minimize water rate increases

Harris’ sustained excellence and financial acumen have been critical to minimizing wholesale water rate increases despite inflationary pressures on energy, chemicals, and other materials.  In addition, she is helping to lead agency initiatives to ensure long-term fiscal sustainability, reliability, and affordability.

“I am honored to receive this recognition, which reflects the work of the entire Water Authority Finance Department team,” said Harris. “It’s also important to recognize our Board of Directors, which provides strategic direction and ultimately makes the difficult decisions to balance all of the complex factors necessary to sustain water supplies for San Diego County.”

Among her recent accomplishments, Harris led the Water Authority’s successful efforts to earn strong credit ratings from the three major U.S. rating agencies. High ratings allow the agency to optimize its debt portfolio and minimize the cost of financing vital water reliability projects, which reduces long-term costs.

Debt refinancing saves region millions of dollars

During the peak of the pandemic, she advocated for refinancing Water Authority debt and then timed the market to minimize costs for the agency. Harris’ financial savvy and keen sense of timing saved the region $48 million, which will be applied to future rate cycles.

Lisa Marie Harris-CFO of the Year-San Diego Business Journal

“I am honored to receive this recognition, which reflects the work of the entire Water Authority Finance Department team,” said Harris. “It’s also important to recognize our Board of Directors, which provides strategic direction and ultimately makes the difficult decisions to balance all of the complex factors necessary to sustain water supplies for San Diego County.” Photo: San Diego County Water Authority

CFO of the Year has extensive public service experience

Prior to joining the Water Authority, Harris served as chief deputy treasurer for the County of San Diego Treasurer-Tax Collector’s Office; executive director of California Debt and Investment Advisory Commission; assistant deputy airport director for the City and County of San Francisco – San Francisco International Airport; and senior vice president for Siebert Brandford Shank LLC.

Harris holds a bachelor’s degree in Economics from UC Berkeley and a master’s degree in Public Policy from the University of Michigan. Harris is a past executive board member of the Debt and Nominations Committees for the Government Finance Officers Association; past executive board member for Women in Public Finance; and founding member and vice president for the San Diego Chapter of Women in Public Finance.

San Diego Mayor Todd Gloria appointed Harris to the City of San Diego Employees Retirement board in May 2021, and she serves on the Investment Committee. Harris was recently appointed to the board of directors of San Diego-based Wakeland Housing Corporation, which develops affordable housing in California.

Photographer @rosie_barnett_photography is the 2022 Otay Water District Instagram Photo Content first-place winner.-Otay Water District-drought-Water Conservation

Otay Water District Selects Instagram Photo Contest Winners

The Otay Water District selected four winners in its New Year-themed Instagram photo contest as part of its campaign to encourage water-saving efforts during the statewide drought. One is an Otay Water District customer, and three others live within San Diego County.

The four talented photographers put their skills to use, helping to make their community’s residents and businesses more aware of the need to save water.

“This contest was one of many ways we continue to educate the community on the importance of saving water,” said Otay Water District Board President Tim Smith. “Although San Diego County may have reliable supplies for 2022 and beyond, the state remains in a drought, and the Otay Water District is doing its part to support the state’s efforts asking residents and businesses to step up conservation efforts now for current and future conditions.”

Photo contest winners depict family and nature

All photo entries were posted to social media, including Instagram, Facebook, and Twitter, using the hashtag #OtaySaveWaterResolution. Although the contest was open to all U.S. residents, the Otay Water District encouraged its customers to enter and share their ideas.

“Most Likes” 

Emily Tutor is the 2022 Otay Water District Instagram Photo Contest for "Most Likes," and it's easy to see why. Photo: Otay Water District

Emily Tutor is the 2022 Otay Water District Instagram Photo Contest for “Most Likes,” and it’s easy to see why. Photo Courtesy: Otay Water District

First-place winner is Emily Tutor, @emily_anne04. She wrote, “In 2022 we’re conserving water by fixing our dripping sinks!”

Second-place winner @jwilzen’s photo champions composting to help with conserving water. Photo Courtesy: Otay Water District

Second-place winner Janna Wilzen, @jwilzen, explained, “Indoor and outdoor composting helps with conserving water by improving the soil chemical properties; thereby assisting to increase soil matter. Additionally, collecting runoff water from the rain helps to reduce the amount of polluted waters which can affect all wildlife in all ecosystems. Self-watering planters are also beneficial in conserving water as they have reservoirs that sit at the bottom of the planter which evenly distribute water when it’s needed.”

Winning photos selected by the Otay Water District

Otay Water District personnel chose their winners based on theme, originality, and creativity.

Photographer @rosie_barnett_photography is the 2022 Otay Water District Instagram Photo Content first-place winner. Photo Courtesy: Otay Water District

Photographer Rosie Barnett of @rosie_barnett_photography is the first-place winner. She offered tips for her fellow residents as part of her entry.

“Your garden is an extension of your home and a great place to start when conserving water! Did you know you can have a beautiful garden and still be #waterwise! Here are a few tips:
* Check for leaks in pipes, hoses, faucets and couplings
* Water your lawn only when it needs it
* Water during the cool parts of the day
* Plant drought resistant trees and plants
* Put a layer of mulch around trees and plants
* Use a broom to clean driveways, sidewalks and steps
*You could possibly save up to 100 gallons a day!”

Of her win, Barrett commented, “What an honor!”

Heaven Morgan shared her gardening know-how in her winning photo. Photo Courtesy: Otay Water District

Second-place winner in selected by Otay category is Heaven Morgan, @heavenmajesta, who shared her gardening know-how.

“Rehab plants + Water saving tricks = pure joy! 🌱💦✨ A really easy way to save a bit of water around the garden is to keep a dish under potted plants! This allows the runoff to be either used to water other plants or absorbed back into the plant by way of wick watering which means you don’t have to water as often! Another easy way to make use of the run off is to hold potted plants over in ground plants or planters while watering this method allows the extra water to run right off onto the next plant! Happy gardening!”

Winners received either restaurant gift cards or Amazon gift cards.

To learn more about conservation practices, water-use efficiency, and other resources available to Otay customers, go to otaywater.gov/conservation.

Editor’s note: The Otay Water District is one of the San Diego County Water Authority’s 24 member agencies that deliver water across the metropolitan San Diego region.)

Helix Water District-Lake Jennings-Winners-Photo Contest

Lake Jennings 2022 Spring Photo Contest Call For Entries

The 11th annual Lake Jennings Spring Photo Contest is now open for entries.  The theme is “Life at the Lake.”

The contest goal is to share the beauty of the reservoir and its surroundings with the local community while highlighting public recreation opportunities. Photos can capture any aspect of the lake, including recreation, fishing, lake vistas, wildlife, and wildflowers.

Photos taken at Lake Jennings between March 1 and May 31, 2022 are eligible.

Contest participants can get a free day-pass to access, explore and photograph the scenic reservoir in Lakeside.

Judging will be performed by a panel of Helix Water District staff. Entries are judged based on this year’s theme, visual appeal, technical quality, and creativity.

Second Place – Johnathan Bradley, "Sun Star" Spring Photo Contest

Photographer Johnathan Bradley of Lemon Grove won first place in 2021 for his image titled “Open Field.” Photo: Helix Water District

“We encourage photographers of all skill levels to visit Lake Jennings and enter the 2022 Spring Photo Contest,” said recreation manager Kira Haley. “Lake Jennings offers visitors plenty of beautiful things to photograph like its scenic views, clear water, numerous trails, fishing, and plenty of wildlife.”

Cash prizes and public recognition for winners

In the Youth category, second place to Gabriel Heilpern, “Fishing on the Lake.” Photo: Helix Water District Lake Jennings 2022

Gabriel Heilpern’s photo “Fishing on the Lake,” was second in the youth category last year. Photo: Helix Water District

Contest sponsor, Helix Water District, will award prizes in two divisions, adult and youth. First-place winners in each division will receive $150; second-place winners will receive $100, and third-place winners will receive $50. Awards will be presented at a public board meeting in June.

Participants must submit entries digitally to by 11:59 p.m. on Tuesday, May 31. There is a limit of three photo submissions per photographer. Photos may not contain watermarks. See rules, and entry, and model release forms at http://www.lakejennings.org/photo-contest/.

Third Place – Jeff Morin, "Ladies on a Lunch Break" Spring Photo Contest

In 2021, third place in the Adult category went to Jeff Morin for “Ladies On A Lunch Break.” Photo: Helix Water District

Sixty-one photographers submitted their work in 2021. Photographer Johnathan Bradley of Lemon Grove won first place for his image titled “Open Field” and second place for the photo “Sun Star.” Third place went to Jeff Morin for “Ladies On A Lunch Break.”

In the Youth category, first place went to Aaron De’Souza for “Cacti by the Lake,” and second place to Gabriel Heilpern, “Fishing on the Lake.”

Photographers planning their visit should check the Lake Jennings website for current information on hours and access.

(Editor’s note: The Helix Water District is one of the San Diego County Water Authority’s 24 member agencies that deliver water across the metropolitan San Diego region.)

Winners Announced in Elfin Forest Recreational Reserve Photo Contest

Amateur photographers turned their lenses on skies and streams, coyotes and cactus, and overlooked details in nature to produce seven winning images in the 15th annual Elfin Forest Recreational Reserve photo contest. The winners were announced at the Olivenhain Municipal Water District February 2022 board meeting.

The seven photos are now on display in the Elfin Forest Interpretive Center Honoring Susan J. Varty through April 30, 2022. The Escondido Creek Conservancy contributed printing services to showcase one of the North County’s favorite hiking spots.

The contest’s goal is to promote the importance of open space and wildlife habitat preservation. Talented amateur photographers get an opportunity to share images of the natural beauty protected at EFRR through a partnership between OMWD, the U.S. Bureau of Land Management, and the San Diego County Water Authority.

Supporting the mission to protect natural resources

 “In the Details” by Christie Lothrop wins the "Plants" category. Photo: Olivenhain Municipal Water District winners announced

“In the Details” by Christie Lothrop wins the “Plants” category. Photo: Olivenhain Municipal Water District

Contest entries assist in educating the public on local recreational opportunities and support EFRR’s mission to protect wildlife and natural resources.

“I think we have all come to appreciate the outdoors and nature a little more during the pandemic,” said OMWD Vice President Kristie Bruce-Lane. “The beautiful scenes depicted in these winning photos shine a light on the importance of open space so that future generations can experience and enjoy it.”

Winners were selected in five categories: Scenic View, Water Scenery, Plants, Animals, and Youth (under age 15). The public also selected a “People’s Choice” award winner by voting for their favorite among 12 entries posted on EFRR’s Facebook page. One photo received the “Best In Show” designation as the top photo.

This year’s photo contest winners

“Serenity” by Peter Montgomery is the 2022 Elfin Forest Recreational Reserve Photo Content "Best in Show." Photo: Olivenhain Municipal Water District

“Serenity” by Peter Montgomery is the 2022 Elfin Forest Recreational Reserve Photo Contest “Best in Show.” Photo: Olivenhain Municipal Water District

 

The Scenic View category winner is “Above the Fog” by Brandon McDonald. Photo: Olivenhain Municipal Water District

 

Brandon McDonald won in a second category with "Morning Reflections" for Water Scenery. Photo: Olivenhain Municipal Water District winners announced

Brandon McDonald won in a second category, Water Scenery, with “Morning Reflections.” Photo: Olivenhain Municipal Water District

 

These cuddling canines won the Animal category with “Reservoir Dogs Sleeping” by CJ Edingfield-Murphy. Photo: Olivenhain Municipal Water District

 

 “Cactus” by Ashley Hahlen is the Youth category winner for photographers under age 15. Photo: Olivenhain Municipal Water District winners announced

“Cactus” by Ashley Hahlen is the Youth category winner for photographers under age 15. Photo: Olivenhain Municipal Water District

Photographers received prizes including San Diego Zoo tickets, a 24″ x 36″ canvas print donated by PC Photo & Imaging, outdoor equipment donated by REI, and a $100 cash prize donated by Escondido Creek Conservancy.

The interpretive center is open daily from 9 a.m. to 3 p.m., subject to docent availability.

EFRR offers approximately 11 miles of hiking, mountain biking, and equestrian trails, as well as picnic areas and scenic mountain viewing points. Open daily from 8 a.m. to approximately thirty minutes before sunset, EFRR is located at 8833 Harmony Grove Road in Escondido. Admission and parking are free. More information is available on its website.

(Editor’s note: The Olivenhain Municipal Water District is one of the San Diego County Water Authority’s 24 member agencies that deliver water across the metropolitan San Diego region.)

Multiple Water and Wastewater Industry Awards Won by City of Escondido

The City of Escondido scored wins in three categories at the annual California Water Environment Association awards on January 29. CWEA is California’s oldest and most prominent association of water protection professionals.

Hale Avenue Facility Named San Diego Section Wastewater Plant of the Year

The City of Escondido’s Hale Avenue Resource Recovery Facility, HARRF won the 2022 Wastewater Plant of the Year Photo: City of Escondido wastewater industry awards

The City of Escondido’s Hale Avenue Resource Recovery Facility, or HARRF, won the 2022 Wastewater Plant of the Year Photo: City of Escondido

The City of Escondido’s Hale Avenue Resource Recovery Facility (HARRF) won the 2022 Wastewater Plant of the Year (Medium Category). The HARRF is designed to treat up to 18 million gallons per day from the City of Escondido and the Rancho Bernardo area of the City of San Diego. The plant operates 24 hours a day, producing recycled water for the City of Escondido, along with organic materials called biosolids for beneficial reuse in Yuma, Arizona as agricultural soil amendments.

Professional staff make use of technology to manage plant operations with real-time information. A significant outcome is the consistent production of high-quality effluent, which allows the HARRF to drastically reduce chemical use in producing recycled water.

The City of Escondido wastewater department continually strives for the most cost-effective and process-minded maintenance program to minimize emergency calls or system failures. Over the past five years, the maintenance department has seen a reduction in emergency callouts by 75% by implementing an aggressive preventative maintenance and testing program.

Collection System of the Year Award

Escondido also won recognition for Collection System of the Year (Medium Category). The City of Escondido has 380 miles of collection system pipelines, dating back to 1928. As the system ages, aggressive maintenance, rehabilitation, and replacement are imperative. The 16-person team cleans all 380 miles in the system annually. Older lines at risk of failing get priority replacement.

Where acceptable, crews rehabilitate lines with liners as a relatively inexpensive alternative to digging trenches for complete replacement. The liners have a 25- to 30-year lifespan. In 2021, 1,112 linear feet of pipeline were relined. Open trench replacement work was performed on 450 feet of pipeline.

Jorge Huitron Honored as Laboratory Analyst of the Year

Jorge Huitron (second from right) receives his award as Laboratory Person of the Year. Photo: City of Escondido wastewater industry awards

Jorge Huitron (second from right) receives his award as Lab Analyst of the Year. Photo: City of Escondido

Escondido Lab Technician II Jorge Hutiron’s outstanding work won recognition with the Lab Analyst of the Year award.

Huitron conducts complex water and wastewater analyses, from bench chemistry to bacteriological assessments, sample setup, data entry, and clean-up. His work assures all water supplies are safe for users.

Huitron trains both new and seasoned Escondido employees based on four decades of experience. Colleagues comment they learn something new from Huitron, even those with years of experience.

“Incredible asset”

“Jorge has been an incredible asset,” said Ralph Ginese, Supervising  Chemist, who nominated Huitron. “There really isn’t anything Jorge does not do. We are thankful to have him working with us.” Ginese said the 66-year-old veteran professional did his work so quietly over the years, it took the coronavirus pandemic to call attention to his effort, expertise, and value as a team player.

The nomination also cites Huitron’s ability to keep morale high during the pandemic through his leadership, teamwork, training, sharing, and empathy, along with ongoing consistency and reliability. “Jorge has a gleam in his eye, pride as he watches his colleagues learn from his experiences,” wrote Ginese in his nomination. “Laughter and smiles cross everyone’s face as he shares his stories of failures and success. Up until last year, this part of Jorge has been hidden. He now encompasses every attribute of what it means to be Laboratory Person of the Year.”

Each of the 20 CWEA award categories honors exceptional CWEA members and California wastewater professionals, facilities, and agencies. The program seeks to recognize outstanding achievements within the wastewater field, improve the professional status of all personnel working in the wastewater industry and related fields and stimulate public awareness of the importance of wastewater treatment to public health and the water environment.

(Editor’s note: The City of Escondido is one of the San Diego County Water Authority’s 24 member agencies that deliver water across the metropolitan San Diego region.)

The Water Authority installed solar panels at three locations in 2011: its Kearny Mesa headquarters and Escondido operations center; and the Twin Oaks Valley Water Treatment Plant. Photo: Vallecitos Water District

Water Authority Greenhouse Gas Emission Tracking Is Climate Leadership Case Study

The Water Utility Climate Alliance has added the Water Authority’s efforts to reduce greenhouse gas emissions to its mitigation case studies library. The case studies provide valuable information and inspiration for greenhouse gas mitigation or sewage thermal energy use projects from concept to implementation for water utilities across the U.S.

Water Authority Senior Water Resources Specialist Goldy Herbon said case studies are developed in partnership with WUCA. Contacts are provided in each case study to facilitate follow-up and enable interested readers to learn more. WUCA recognizes the importance of greenhouse gas mitigation as a key climate adaptation strategy and an issue of climate leadership in the water sector.

“By sharing our efforts and experience in GHG reduction with our peers across the U.S., we hope to set an example for other industries and business sectors, leading to even more mitigation efforts,” said Hebron. “The case studies are by no means an exhaustive list, but it is a great starting point for water utilities exploring the potential of implementing their own GHG mitigation projects. Additionally, WUCA is open to adding more GHG projects to its roster.”

The Water Authority greenhouse gas mitigation case study is on WUCA’s webpage.

The Water Authority installed solar panels at three locations in 2011: its Kearny Mesa headquarters and Escondido operations center; and the Twin Oaks Valley Water Treatment Plant.

Energy generated by the solar power systems reduces the Water Authority’s energy costs as well as GHG emissions, making agency operations more efficient for water ratepayers. Combined, the solar power systems will reduce the agency’s energy expenses by nearly $3 million over 20 years. The solar power systems were installed at no cost to the Water Authority through a 20-year power purchase agreement with CleanCapital.

Carlsbad Desalination Plant also listed

Carlsbad Desalination Plant-WNN-primary

Claude “Bud” Lewis Carlsbad Desalination Plant. Photo: Poseidon Water

The Claude “Bud” Lewis Carlsbad Desalination Plant, which supplies nearly 10% of San Diego County’s drinking water, is also featured as a case study. The plant’s energy recovery project, part of its High-Energy Efficiency Design, uses state-of-the-art pressure exchanger technology to recover and reuse a significant portion of the energy from the reverse osmosis process.

The Water Authority recently earned Climate Registered gold status from The Climate Registry for verifying and publicly reporting its greenhouse gas emissions. The effort fosters transparency for the agency’s climate mitigation initiatives and will help the Water Authority track and validate emissions reductions in the future.

The Climate Registry operates North America’s largest voluntary registry for greenhouse gas emissions. The Water Authority’s 2019 and 2020 inventories were verified and published in The Climate Registry’s public database in November, earning the agency gold status for both years.

The Water Authority first developed its Climate Action Plan in 2014 and updates it every five years. GHG emissions against a baseline and tracking progress toward State of California goals. Annual GHG inventories are provided to the board of directors.

Unique role in reducing greenhouse gas emissions

The Twin Oaks Reservoir dual solar array total production is roughly 3.6 mWh annually, enough to power 340 homes. Photo: Vallecitos Water District

The Twin Oaks Reservoir dual solar array total production is roughly 3.6 mWh annually, enough to power 340 homes. Photo: Vallecitos Water District

The Water Authority’s GHG mitigation case studies offer crucial examples of progressive GHG mitigation projects at water utilities with lessons learned during implementation. The selection of case studies represents a wide range of project types (pump optimization, wind power, and battery storage) to provide a strong starting point for utilities to learn from each other. Many of the projects can be applied equally to wastewater and stormwater utilities.

Water utilities have a unique role to play in mitigating GHGs due to the high energy usage of the water industry and being a reliable purchaser of energy, as well as being a trusted leader for other industries and business communities. A key objective for WUCA is for the alliance to continue developing practical examples and case studies of climate adaptation and climate mitigation.

The Water Authority works with its 24 member agencies to deliver water affordably and efficiently across San Diego County, and the agency has championed energy efficiency and environmental sustainability for decades.

Multiple awards-Vallecitos Water District-Dawn McDougle, recently retired supervisor at the Meadowlark Water Reclamation Facility, and her successor, Matt Wiese. Photo: Vallecitos Water District multiple industry awards

Vallecitos Water District Wins Multiple Industry Awards

The Vallecitos Water District received three awards from the California Water Environment Association on January 29. The Meadowlark Water Reclamation Facility was named the 2021 Tertiary Recycled Water Plant of the Year, Matt Wiese received the “Operator of the Year” award and the District also received the Community Engagement and Outreach award for Best Use of Social Media.

Recycled Water Plant of the Year

The Meadowlark Water Reclamation Facility was named the 2021 Tertiary Recycled Water Plant of the Year. This award recognizes accomplishments in compliance, innovative practices, cost-effectiveness, and superior plant performance. It is the first year for this new award.

Vallecitos Water District owns and operates the Meadowlark Water Reclamation Facility, or MRF, in the City of Carlsbad. Through secondary and tertiary treatment at Meadowlark, VWD acts as a wholesale supplier of reclaimed water to the City of Carlsbad and the Olivenhain Municipal Water District.

MRF is undertaking multiple projects to increase efficiencies and implement higher recycled water standards for the district’s two major customers. Additional projects include the planned installation of a Tesla Megapack Battery Energy Storage System as part of the district’s energy resiliency grant program.

See video of the 2021 Plant of the Year

Best Use of Social Media

The district won recognition for Community Engagement and Outreach for Best Use of Social Media, promoting awareness and understanding of water quality issues through social media campaigns.

Starting in 2019, VWD began using video to document the district’s workforce and infrastructure improvements on its social media platforms. The “Work We Do” series gives the public an opportunity to see crews providing the community with reliable drinking water and wastewater services, protecting the environment, and developing its skilled workforce.

The District also partnered with the Center for Water Studies at Cuyamaca College, which uses the “Work We Do” series to educate students on careers in the water and wastewater industry.

“Work We Do”

Matt Wiese Named Operator of the Year

Matt Wiese received the “Operator of the Year” award for outstanding contributions to the operations of wastewater treatment facilities and the application of knowledge to improve plant processes.

As Senior Wastewater Treatment Plant Supervisor at the Meadowlark Water Reclamation Facility, Wiese shares a wealth of instrumentation knowledge with Meadowlark staff. He mentors staff on proper procedures to troubleshoot, repair, and perform preventative maintenance on instrumentation, resulting in minimal downtime and emergency repairs.

Wiese also ensures training is up to date and completed, including hazardous materials training and drills in conjunction with North County Regional Fire Department Training.  His role in organizing and conducting the training has won statewide recognition for the Vallecitos Water District.

See more of Matt Wiese’s accomplishments in this video

“This is not the first award for the Meadowlark Water Reclamation Facility, and I am sure it will not be the last,” said Ed Pedrazzi, operations and maintenance manager for the Vallecitos Water District. “Outstanding professionals like Matt Wiese are why the treatment plant operates at peak efficiency every day. You will not find a more dedicated group of individuals protecting the environment and the public health than the team at Meadowlark.”

Wiese was recently promoted to the supervisor position at MRF due to the retirement of Dawn McDougle.

“I was happy to promote him to supervisor of the plant. He has earned it!” said Pedrazzi.

There are more than 20 CWEA award categories. Each one honors exceptional CWEA members and California wastewater professionals, facilities, and agencies. The program seeks to recognize outstanding achievements within the wastewater field, improve the professional status of all personnel working in the wastewater industry and related fields and stimulate public awareness of the importance of wastewater treatment to public health and the water environment.

(Editor’s note: The Vallecitos Water District, Olivenhain Municipal Water District, and Carlsbad MWD, are three of the San Diego County Water Authority’s 24 member agencies that deliver water across the metropolitan San Diego region.)

Credit ratings-strong credit ratings-water supply diversity-Carlsbad Desalination Plant

Credit Agencies Cite Water Authority Diversification, Reliability for Strong Ratings

The three major U.S. rating agencies reported strong credit ratings and credit quality for the San Diego County Water Authority kicking off 2022. Newly released analysis by Fitch Ratings, S&P Global, and Moody’s allow the Water Authority to optimize its debt portfolio and minimize the cost of financing vital water reliability projects.

The ratings reports were issued Jan. 27 in anticipation of Water Authority plans to sell $170 million of bonds the week of Feb. 7. Proceeds will be used to finance a portion of the design, acquisition, and construction of various capital projects.

Strong credit ratings

All three rating agencies highlighted the strength of the Water Authority’s significant investments in supply diversification, which allow the agency to meet demands in its service area despite ongoing drought conditions. The Water Authority’s credit quality is deemed strong, in part because the agency adopted its Long-Range Financing Plan in 2021. S&P said, “the LRFP reflects strong management of the authority’s financial and capital needs balanced with long-term affordability for its member agencies.”

Water Authority General Manager Sandra L. Kerl said, “These credit ratings reflect the importance of the Water Authority’s successful effort to diversify the San Diego region’s water supply portfolio combined with strategic financial practices. Consistent investments are protecting the region’s ratepayers from persistent drought conditions while maintaining a safe and affordable water supply.”

Financial leadership, diversified water supply sources

In affirming their credit ratings, the services cited the Water Authority’s financial leadership, including prudent strategies to manage issues related to COVID-19, its success diversifying water supply sources, its commitment to infrastructure maintenance, and its financial reserves for managing contingencies, among other factors.

  • Fitch Ratings affirmed its AA+ rating and gave a stable outlook. Fitch cited the Water Authority’s “strong purchaser credit quality” and “very low” operating costs, as well as a moderate life cycle ratio “reflecting sustained capital investment.” Fitch noted the Water Authority is through the peak of its capital program but retains price risks related to factors such as costs of future water infrastructure investments.
  • S&P Global Ratings revised its long-term outlook to stable from negative for the Water Authority. At the same time, S&P Global Ratings assigned its AAA long-term rating to the agency’s anticipated $170 million series 2022A water revenue bonds. S&P Global noted Water Authority management has “demonstrated an ability to navigate volatile hydrological cycles through adopting rate increases as needed and building prudent financial reserves and storage to mitigate variability.”
  • Moody’s Investors Service reaffirmed its Aa2 rating and stable outlook. Moody’s said, “The stable outlook reflects the likelihood that the Authority’s satisfactory operating performance will remain stable, supported by strong management practices despite challenges associated with ongoing drought conditions, rising costs, and required capital investments.”

Significant projects completed over the past two decades include the San Vicente Dam Raise, Olivenhain Dam, and Twin Oaks Valley Water Treatment Plant. The Carlsbad Desalination Plant has also been completed as a joint project of the Water Authority and Poseidon Water.

To read the most recent rating agency reports for the Water Authority, go to www.sdcwa.org/wp-content/uploads/2022/01/Credit-Rating-Reports-2022.pdf.

(Editor’s Note: All three rating agencies cited ongoing uncertainty resulting from two member agencies’ applications to detach from the Water Authority. Moody’s said detachment could lead to a credit downgrade, which would increase borrowing costs for critical water reliability projects. S&P Global said detachment could challenge affordability and create long-term political risk for the agency, especially if the process sets a precedent that “members can easily detach from the authority.” Information about detachment is at www.sdcwa.org/member-agencies/lafco-reorganization/.)

Financial Literacy-Financial Wellness-San Diego County Water Authority

Improving Personal Financial Literacy at San Diego County Water Authority

Enhancing the financial literacy of employees at the San Diego County Water Authority was a primary objective when staff submitted a grant application for a portion of $1.4 million in funds available to public employers by the Mission Square Research Institute.

The Water Authority was among 24 public sector employees selected for a grant and received $24,884 to implement its three-year strategic plan to help employees improve their financial wellness.

While the Water Authority had an existing lunch and learn program which occasionally touched on financial wellness topics, the water agency did not have a comprehensive financial wellness program or a way of extending educational resources to its member agencies.

Financial wellness

The grant funds enabled the agency to contract with a nonprofit and other organizations to offer specific financial courses, incentive prizes, and an online, interactive financial wellness platform to employees of all 24 member agencies. The majority of financial education sessions were provided during lunchtime and recorded, if possible, for those who couldn’t attend. Additional self-paced education was offered through an online platform available to employees 24/7.

On average, 60 individuals attended remote lunch and learns, which garnered an average 95% high satisfaction evaluation rate.

For the online self-service platform, 58 employees registered, 50 completed a financial checkup, and 16 courses were completed. The post-program financial literacy quiz was completed by 46 individuals, and the stress level of employees decreased from 3 of 10 at program start to 2 of 10 near the end of the measurement period. Most impressive, the average financial literacy test score rose from 66% (out of 100%) prior to the program, to 71% after the program.

Participant comments included:

“This is a great program. It’s great to learn about topics that I knew I needed to learn about.”

“I really appreciate this program. Learning about things like Long Term Care will help me protect me and my family in the future.”

Moving forward, the Water Authority plans to evaluate the attendance, engagement, and effectiveness of the entire financial wellness program on an annual basis to determine if any adjustments to program delivery are necessary.

Financial Literacy-Financial Wellness-San Diego County Water Authority

Financial Wellness Fact Sheets

The information collected from the Water Authority and other grant recipients resulted in a series of Financial Wellness Fact Sheets, providing key lessons learned and best practices for other state and local jurisdictions to adopt or customize to help employees reduce debt, save for retirement, or reach other financial goals.

Each fact sheet provides a summary of the jurisdiction’s approach, outcomes, lessons learned, and future plans. Additionally, the fact sheets provide ideas, advice, and networking opportunities for other public employers exploring financial wellness programs.

“It is encouraging to see the wide variety of innovative programs implemented under the grant program to improve the financial well-being of the public workforce,” said Rivka Liss-Levinson, PhD, MissionSquare Research Institute Senior Research Manager and lead author of the fact sheet series. “Well-designed financial wellness programs are a win-win for employees and employers, especially at a time when governments are struggling to recruit and retain workers.”

“We know financial wellness can result in more productive and engaged employees, improve morale, lower absenteeism, alleviate burnout, and reduce health care costs. We hope the Financial Wellness Fact Sheets spark ideas for leaders exploring programs for their employees. Ultimately, these programs improve employees’ ability to deliver vital public services,” said Liss-Levinson.

MissionSquare Research Institute promotes excellence in state and local government and other public service organizations to attract and retain talented employees. The organization identifies leading practices and conducts research on retirement plans, health and wellness benefits, workforce demographics and skill set needs, labor force development, and topics facing the not-for-profit industry and education sector.

Financial Literacy-Financial wellness-San Diego County Water Authority

New video-Olivenhain Municipal Water District-OMWD-Water quality continues to exceed state and federal standards. In addition, due to preventative maintenance, overall water loss decreased in 2021 at the Olivenhain Municipal Water District. Photo: Olivenhain Municipal Water District New Video highlights

New Video Highlights Olivenhain Municipal Water District Achievements in 2021

In its ongoing effort to keep ratepayers and the community informed, the Olivenhain Municipal Water District produced its first “Year In Review” video report for 2021.

The video showcases key achievements of the District, using an accessible digital video format to share details, images, and key facts with ratepayers through a familiar, trusted online platform posted to the District’s YouTube channel.

“Most customers are not aware of the numerous projects and developments ongoing at OMWD, so this video is a great way to package all our wins into one place for easy viewing,” said Joe Jansen, OMWD administrative analyst.

Jansen said many of the District’s fiscal accomplishments aren’t readily visible to the public like infrastructure projects.

“Videos are great informational tools to help keep our residents informed of everything we do and to help build trust with us as their water provider,” said Jansen.

Eight achievements highlighted in the video

  1. OMWD received an AAA bond rating from Fitch Ratings.
  2. OMWD received over $3.6 million in refunds to be credited to customers over the next several years. Funds will be added to the Rate Stabilization Fund and applied as a direct credit to customers’ water bills over the next several years.
  3. OMWD achieved over $1.3 million of state and federal grant funds. Funding will offset the costs of important projects for ratepayers.
  4. OMWD continues to receive the highest recognition from industry groups. Awards recognize the District for its fiscal governance and infrastructure projects.
  5. Water quality continues to exceed state and federal standards. In addition, due to preventative maintenance, overall water loss decreased in 2021.
  6. OMWD completed a pilot study on developing a local water supply through groundwater desalination. Results were favorable from the grant-funded project and the District will continue to assess the project’s feasibility.
  7. OMWD completed several replacement and upgrade projects at its 4S Ranch Water Reclamation Facility.
  8. Proactive measures were taken to combat the spread of COVID-19. As a result, OMWD had no interruption to customer service and has completed all vital projects during the past year.
In 2021, the Olivenhain Municipal Water District completed several replacement and upgrade projects at its 4S Ranch Water Reclamation Facility. Photo: Olivenhain Municipal Water District New Video highlights

In 2021, the Olivenhain Municipal Water District completed several replacement and upgrade projects at its 4S Ranch Water Reclamation Facility. Photo: Olivenhain Municipal Water District

Award finalist in ACWA 2021 Huell Howser Excellence in Communication Award

(L to R) Board member Neal Meyers, GM Kim Thorner, treasurer Christy Guerin, customer service manager John Carnegie, board member Lawrence Watt, and assistant GM Joey Randall receive ACWA's 2021 Huell Howser Excellence in Communication Award.. Photo: Olivenhain Municipal Water District

(L to R) Board member Neal Meyers, GM Kim Thorner, treasurer Christy Guerin, customer service manager John Carnegie, board member Lawrence Watt, and assistant GM Joey Randall receive recognition as finalists for ACWA’s 2021 Huell Howser Excellence in Communication Award. Photo: Olivenhain Municipal Water District

(Editor’s note: The Olivenhain Municipal Water District is one of the San Diego County Water Authority’s 24 member agencies that deliver water across the metropolitan San Diego region.)