Local Water Project
Grant/Loan Application Form
Submittal Deadline October 1, 2014
Requirements and
Eligibility
Application Requirements: Project Sponsor shall provide the
information requested in the section entitled “Requirements” below. Please provide requested material in no more
than 15 pages, comprised of a cover letter (1 page limit), responses to
“Requirements” (6 page limit), and any exhibits or supporting material (8 page
limit.)
Project Geographic
Eligibility: Projects must lie
within the geographic boundaries of the Monterey Peninsula Water Management
District (“District”) or project benefits must accrue to entities within the
District boundaries.
Project Sponsor
Eligibility: Project sponsor
may be a public or private entity located within District boundaries.
Project Purpose
Eligibility: Projects must
produce a potable water supply, either through the development of a new potable
supply or a non-potable supply to offset existing potable use and releasing
potable water for new uses. Preference
will be given to projects that provide multiple benefits as described under
“Project Merit Factors” below.
Funds Available: For FY 2014-15
the District has budgeted $200,000 for local projects. Funds will be allocated to applicants based
on number of applicants and “Project Merit Factors.”
Matching Requirement: Project sponsor will be
expected to match at least 50% of the requested grant funds. Grants will be converted to loans for
projects that proceed to permanent funding through the use of bonds or
certificates of participation within 3 years of the grant award. Project sponsors shall adopt a reimbursement
resolution for that purpose. (CONVERSION
TO LOAN IS ONLY IN THE CASE WHERE PERMANENT FINANCING ALLOWS THE REIMBURSEMENT
OF DEVELOPMENT COSTS.)
Requirements
Please provide an application consisting of a submittal in
the applicant’s own format, subject to the “Application Requirements” described
above.
1) Name of Project Sponsor
2) Type of entity – (i) public
entity, (ii) non-profit organization, (iii) private entity, (iv) investor-owned
utility, (v) private citizen, or (vi) other (describe.)
3) Project Name or Title
4) Project Sponsor Contact
Information
5) Amount of Funding Requested
6) Geographic Location of
Project
7) Project Purpose and Description. Provide a detailed description of the project
– facilities, operations, direct water supply benefit, and ancillary
benefits. Describe capacity (acre-feet
and/or MGD) in annual, seasonal, or monthly terms. Also describe all project participants and
roles for successful execution. Is this
a planning phase project (feasibility, environmental and permitting, and
preliminary design)? Or, is this an implementation phase project (final design
and construction)? If planning phase,
please describe your expected path to implementation.
Direct water supply benefit
includes the development of a new water supply that may be used to offset the
existing unlawful diversions of the California American Water Company from the
Carmel River, as affected by the 2009 Cease and Desist Order imposed by the
State Water Resources Control Board (“SWRCB”), or may result in a new
additional supply of water that may serve future needs of the Monterey
Peninsula.
Ancillary benefits may
include, but are not limited to, the following:
·
Water
supply reliability, conservation, and efficiency of use;
·
Water
quality improvement – river, ocean, groundwater;
·
Recycling
or reuse of wastewater consistent with SWRCB Recycled Water Policy;
·
Reduction
of non-point source pollution, or point source discharge consistent with SWRCB
Ocean Plan;
·
Reduction
of carbon-based emissions consistent with California AB32 goals;
·
Storm
Water capture and reuse consistent with California ASBS policy goals;
·
Groundwater
recharge;
·
Flood
management and protection of property; and
·
Environmental
mitigation, fisheries protection, or habitat restoration.
8) District Goals. Does the proposed project provide water to
meet additional District goals? District
goals include the following four goals:
·
Can
the Project provide water supply to the District for drought/rationing reserve
(i.e. water that is not supplied to a beneficial use immediately upon project
completion) and if so, how much?
·
Can
the Project provide water supply to the District for potential future reallocation
to the jurisdictions (i.e. water that is not supplied to a beneficial use
immediately upon project completion) and if so, how much?
·
Can
the project be run in a manner that would provide surplus production that could
be “banked” into the Seaside Groundwater Basin utilizing the District’s Aquifer
Storage and Recovery project?
·
Are
there multiple benefits to the region or the State as described in section 6,
above?
9)
Technical
Feasibility of Project. Discuss the
technical feasibility of the project. If
possible, cite references that contain information about the project and
include as exhibits or define links to documents or websites for future
reference.
10) Project Schedule. Describe basic project schedule milestones
including, but not limited to feasibility study, conceptual design, CEQA/NEPA
Process, other permits required, etc.
11) Project Financing. Describe project capital costs and
construction schedule, even if the project is currently applying only for
“planning phase” projects. For “planning
phase” projects, also describe costs for solely that phase and sources of
funding. Describe expected method of
financing the capital costs of the project.
If debt financing is envisioned, what is the source of debt repayment
and security for the debt? Demonstrate
applicant’s matching share. If the
District does not provide a grant, how will the Applicant fund that amount and
proceed with the project?
12) Annual Cost of Water. Describe the operating costs and capital cost
recovery on an annual basis. Also
describe on a cost per acre-foot of water produced per year. Provide detail. Describe annual and periodic renewal and
replacement requirements.
13) Land. Describe the site and/or right-of-way
requirements and status. Identify any
approvals to date.
14) Permits. Describe permits required, schedule for
approval, and already acquired permits.
15) Consultants, Plans, and
Bids. Describe the status of the
proposed project as it relates to the hiring of key consultants, development of
plans and drawings, and any bids that the Project Sponsor has already received.
Project Merit Factors
Applications
will be reviewed by District staff and a recommendation will be made to the
District’s Water Supply Planning Committee for potential funding by the
District Board at its September meeting.
Projects
will be evaluated by staff and recommendations made to the Committee based upon
the following “Merit Factors.”
·
Application
contains basic information requested
·
Project
produces new water supply
·
Amount
of new supply
·
Ancillary
benefits demonstrated and determined to be of value to community
·
Identified
District goals under “Requirement” 7, above, are met by project.
·
Feasibility
of Project has been demonstrated.
·
Project
Schedule is well defined and feasible.
·
Project
Financing is well defined and contingencies examined and identified.
·
Annual
Cost of Water is well defined and determined by the District to be consistent
with alternate water supply projects, with consideration for ancillary
benefits.
·
Project
status with respect to permits, consultants, and land appear to be consistent
with successful project completion.
Additional Information
Limited obligation: The grant/loan
proceeds are a limited obligation of the District secured solely by the
District’s Water Supply Charge.
Please address applications
to: David J. Stoldt, General Manager
Local
Projects Application
Monterey
Peninsula Water Management District
PO Box 85
Monterey,
CA 93942-0085
Questions/Inquiries: David J. Stoldt,
General Manager
831-658-5650
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