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2026_02_10_study_sessionFebruary 10, 2026 Board of Directors Study Session 09:00 AM Costa Mesa Sanitary District - 290 Paularino Ave., Costa Mesa, CA 92626 The livestream of the meeting can be viewed by visiting the District's YouTube channel at www.youtube.com/CostaMesaSanitary. Public Comments: Members of the public can submit any comments in real time during the meeting or prior to the meeting in writing for the Board of Directors' consideration by sending them to the District Clerk at publiccomment@cmsdca.gov. Those comments will be made part of the official public record of the meeting. Obtaining Agenda Materials: The public is entitled to copies of all documents that are made part of the agenda packet. If any document or other writing pertaining to an agenda item is distributed to all or a majority of the Board after the packet is prepared, a copy of that writing may be obtained from the District Clerk's Office. In Compliance with ADA: Contact District Clerk, Noelani Middenway, at (949) 645-8400, 48 hours prior to meeting if assistance is needed (28 CFR 35.102.35.104 ADA Title II). OPENING ITEMS Call to Order President Scheafer Roll Call If absences occur, consider whether to deem those absences excused based on facts presented for the absence – such determination shall be the permission required by law. PUBLIC COMMENTS This time has been set aside for persons in the audience to make comments on items within the subject matter jurisdiction of the Costa Mesa Sanitary District that are not listed on this agenda. Members of the public will have the opportunity to address the Board of A. 1. 2. B. Directors about all other items on this agenda at the time those items are considered. Under the provisions of the Brown Act, the Board of Directors is prohibited from taking action on oral requests but may refer the matter to staff or to a subsequent meeting. The Board of Directors will respond after public comment has been received. Please state your name. Each speaker will be limited to four (4) continuous minutes. ITEMS OF STUDY Receive and File Discovery Cube School Education Program Update Page 4 Recommendation: That the Board of Directors receive and file this report. Code Enforcement Officers Report Jan 2026 Page 16 Recommendation: That the Board of Directors receive and file this report. Receive and File Demonstration of Wastewater Monitoring Device Called, Consibio Page 29 Recommendation: That the Board of Directors receive and file this report. CMSD CityWorks Public Portal Upgrade Page 31 Recommendation: That the Board of Directors receive and file this informational staff report and study item. CMSD Capital Improvement Program Overview Page 61 Recommendation: That the Board of Directors receive and file this Capital Improvement Study Item. 2025 Performance Measurement Program Annual Report Page 73 Recommendation: That the Board of Directors receive and file this report. CLOSING ITEMS Oral Communications and Director Comments Adjournment The next Study Session of the Costa Mesa Sanitary District Board of Directors will be held at 9:00 a.m. on Tuesday, March 10, 2026 in the District's Boardroom, located at C. 1. 2. 3. 4. 5. 6. D. 1. 2. 2 of 3 290 Paularino Avenue, Costa Mesa, CA 92626. 3 of 3 1 Staff Report To: Board of Directors Via: Scott Carroll, General Manager From: Marissa Pereyda, Solid Waste Manager Date: February 10, 2026 Subject: Receive and File Discovery Cube School Education Program Update Summary The District entered into an agreement with Discovery Cube on February 1, 2025, to provide organics recycling and waste reduction education to elementary schools within its service area. On January 13, 2026, District staff provided an update on Discovery Cube’s school assembly program, and the Board of Directors requested a future Study Session presentation by Discovery Cube. Isabel Rios, Director of Partner Relations, will provide an overview and status update of the Greener Pathways Program. Staff Recommendation That the Board of Directors receive and file this report. Analysis Discovery Cube's Greener Pathways program teaches elementary school students (grades 1- 6) about SB 1383, organic waste recycling, and composting through interactive educational activities. Each student receives an educational booklet to accompany the assembly, and students who participate in the assembly and complete a recycling survey receive one free child admission (with purchase of adult admission) to Discovery Cube in Santa Ana. A list of completed and scheduled Greener Pathways assemblies, including projected student participation and associated expenditures, is provided below. Assembly Date No. of Students School Cost Annual Fee $1,850 5/12/2025 157 Whittier Elementary $2,355 5/14/2025 61 Whittier Elementary $915 5/15/2025 76 Whittier Elementary $1,140 1/7/2026 83 Adams Elementary $1,245 2 1/30/2026 42 Paularino Elementary $630 2/2/2026 90 Sonora Elementary $1,350 2/3/2026 359 Whittier Elementary $5,385 2/23/2026 60 Killybrooke Elementary $900 2/24/2026 45 Sonora Elementary $675 2/27/2026 52 Paularino Elementary $780 3/9/2026 135 ISAAC Charter School $2,025 3/17/2026 40 Paularino Elementary $600 3/17/2026 39 Victoria Elementary $585 3/18/2026 130 Woodland Elementary $1,950 3/30/2026 130 Kaiser Elementary $1,950 Students Reached (Proposed) 1,499 Proposed Expenditures $24,335 The District’s current contract with Discovery Cube is scheduled to terminate on March 31, 2026. District staff is preparing an amendment to extend the contract through the end of the current school year, with a revised termination date of May 31, 2026, to allow additional time to schedule and complete assemblies. On January 13, 2026, staff presented a program update to the Board of Directors. The meeting video and accompanying staff report are available to view here. At that time, the Board of Directors requested a program presentation by Discovery Cube at a future meeting. Isabel Rios, Director of Partner Relations, will present an overview and status update on the Greener Pathways Program. Legal Review Not applicable. Environmental Review Review of the Discovery Cube Greener Pathways Program is an administrative matter and is exempt from the requirements of the California Environmental Quality Act (CEQA) (Public Resources Code Section 21000 et seq.). Section 15300.4 of CEQA allows an agency while establishing its own procedures "to list those specific activities which fall within each of the exempt classes," and the District has adopted "CEQA Guidelines and Implementing Procedures" that state on page 6 "Projects" does not include...C. Continuing administrative or maintenance activities. Financial Review The District’s FY 2025-26 Budget includes $29,600 of SB 1383 Local Assistance Grant Program (OWR4) funds to cover the cost of the Discovery Cube Greener Pathways Program. Public Notice Process 3 Copies of this report are on file and will be included in the complete agenda packet for the February 10, 2026, Board of Directors Study Session at District Headquarters and posted on the District’s website. Alternative Actions Refer item back to staff with further instructions. I N S P I R E E D U C A T E I M P A C T Costa Mesa Sanitary District SB 1383 Organic Recycling STEM Assembly Educational Outreach Program Status Report February 10, 2026 I N S P I R E E D U C A T E I M P A C T Our Mission is to INSPIRE and EDUCATE Costa Mesa Sanitary District’s young minds through engaging science-based programs and exhibits, creating a meaningful IMPACT on our communities. I N S P I R E E D U C A T E I M P A C T Discovery Cube’s Core Initiatives I N S P I R E E D U C A T E I M P A C T Greener Pathway Organic Educational Program scheduled to reach 1,850 students in public and private Costa Mesa Sanitary District-based schools from the 1st through 6th grades. The Grade-Specific Greener Pathways Environmental Education Program will deliver: •Interactive in-class instruction using a curriculum developed for the Greener Pathways Environmental education program by conducting interactive educational activities on waste reduction, smart consumer choices, and composting. •Students will understand the role of legislation like SB 1383 and learn how to take actionable steps to contribute to these efforts. •Grade-specific student booklet summarizing key concepts to accompany the in-school assembly •Online family survey to help gauge home recycling habits •Incentive of a free child’s admission coupon to those who participate in the survey. Costa Mesa Sanitary District “Greener Pathway” Organic Educational Outreach Partnership Program I N S P I R E E D U C A T E I M P A C T Costa Mesa Sanitary District "Greener Pathways" Assembly Organic Educational Outreach Partnership Program Pre-and Post-Student Test Surveys Data Collected from January to June of the 2026 School Year This report details the “Greener Pathways” classroom assembly programs organized by grade level, providing a detailed account of student participation, expenditures per grade, and responses to the teachers’ surveys. 88 11 88.9% 99 0100.0% 11.1% 157 Our Beautiful Earth 1st and 2nd Grade Levels Pre-Question Right Answer - 88 Pre-Question Wrong Answer - 11 Pre-Question % Correct - 88.9%Post-Questions Right Answers - 99 Post-Questions Wrong Answers - 0 Post-Questions % Correct - 100% Increased Correct - 11.1%Number of Students - 157 42 34 55.3%60 1283.3% 28.1% 76 Eco Warriors 4th Grade Level Pre-Question Right Answer - 42 Pre-Question Wrong Answer - 34 Pre-Question % Correct - 55.3%Post-Questions Right Answers - 60 Post-Questions Wrong Answers - 12 Post-Questions % Correct - 83.3% Increased Correct 28.1%Number of Students - 76 32 27 54.2%52985.2% 31.0% 61 Champions of Change 5th Grade Level Pre-Question Right Answer - 32 Pre-Question Wrong Answer - 27 Pre-Question % Correct - 54.2%Post-Questions Right Answers - 52 Post-Questions Wrong Answers - 9 Post-Questions % Correct - 85.2% Increased Correct 31.0%Number of Students - 61 I N S P I R E E D U C A T E I M P A C T Costa Mesa Sanitary District “Greener Pathways” Assembly Teacher Surveys Collected from January to June of the 2026 School Year Costa Mesa Sanitary District Teacher Surveys # Students Was Educational Was Entertaining Overall Grade Comments Our Beautiful Earth 1st & 2nd Grade Levels 157 5.00 4.00 4.50 Fantastic program! Thank you! Eco Warriors 4th Grade Level 76 4.75 4.25 4.50 Very charismatic and educational (: Champions of Change 5th Grade Level 61 4.00 4.00 4.00 Great program that engaged the students throughout. The length was perfect, not too long and not too short. *5 point scale *5 point scale *5 point scale I N S P I R E E D U C A T E I M P A C T Costa Mesa Sanitary District “Greener Pathways” I N S P I R E E D U C A T E I M P A C T Throughout this program,students learned: •Discovered the wonders of our planet's diverse ecosystems and learn why it's crucial to protect them. •Explored the magic of recycling, composting, and waste reduction, and understand how these actions positively impact our environment. •Students not only gained insights into the laws and regulations,such as California's SB 1383,that guide our collective efforts in reducing waste and conserving resources,but they will also actively participate in hands- on activities,projects,and advocacy initiatives.This interactive approach empowers them to make a meaningful difference in their surroundings,fostering a sense of responsibility and engagement.It's not just about learning;it's about taking action. •Track and Report back to Costa Mesa Sanitary District •School Participation •Conduct Pre/Post-test surveys •Report to Costa Mesa Sanitary District on the program status and updates of their organic educational outreach program.This data will be used to report on their CalRecycle Electronic Annual Report. Costa Mesa Sanitary “Greener Pathways” Assembly Organic Educational Outreach Partnership Program THANK YOU Isabel Rios Director, Partner Relations irios@discoverycube.org 714-944-7407 1 Staff Report To: Board of Directors Via: Scott Carroll, General Manager From: David Griffin, Code Enforcement Officer Date: February 10, 2026 Subject: Code Enforcement Officer Report – January 2026 Summary This report summarizes major points for three ordinance enforcement topics covering scavenging, graffiti on carts, and trash container enforcement. For the month of January 2026, the District’s Code Enforcement Officer (CEO) focused their efforts on patrols in various parts of the community. The goal is to identify and deter instances of scavenging and residential trash carts left within the public view. Staff Recommendation That the Board of Directors receive and file this report. Analysis In the month of January, Officer Griffin observed four (4) individuals searching in carts on Center, Ponderosa, Clearbrook, and Nevada. All individuals were advised of the District's scavenging law and given verbal warnings before they went on their way. In the month of January, Officer Griffin issued 174 first warnings notices (yellow tag) to residential properties for having their trash carts in public view. Officer Griffin observed zero instances of graffiti on trash carts in the month of January. To address concerns, Officer Griffin is patrolling the community by 6:30 A.M. Legal Review Not applicable. Environmental Review 2 Consideration of the monthly Code Enforcement Officer Report is an administrative matter and is exempt from the requirements of the California Environmental Quality Act (CEQA) (Public Resources Code Section 21000 et. seq.). Section 15300.4 of CEQA allows an agency while establishing its own procedures "to list those specific activities which fall within each of the exempt classes," and the District has adopted "CEQA Guidelines and Implementing Procedures" that state on page 6 "Projects" does not include... C. Continuing administrative or maintenance activities. Financial Review The District’s Solid Waste Budget includes one full-time Code Enforcement Officer. Public Notice Process Copies of this report are on file and will be included in the complete agenda packet for the February 10, 2026, Board of Directors Study Session at District Headquarters and posted on the District’s website. Alternative Actions Refer item back to staff with further instructions. Protecting our community's health and the environment by providing solid waste and sewer collection services. www.cmsdca.gov Costa Mesa Sanitary District ….an Independent Special District Memorandum To: Board of Directors Via: Scott Carroll, General Manager From: David Griffin, Code Enforcement Officer DG Date: February 10, 2026 Subject: January 2026 Code Enforcement Activity This report summarizes major points for three ordinance enforcement topics covering scavenging, graffiti, and trash container enforcement. For the month of January, the CMSD Code Enforcement Officer focused his efforts on patrols in various parts of the community. The goal is to identify and deter instances of scavenging and residential trash carts left within the public view. In the month of January, the District saw a number of complaints filed with CMSD Code Enforcement staff regarding scavenging activity in the city. As with most scavenging complaints, the alleged violations take place in the early morning hours. In order to address resident concerns, the Code Enforcement Officer is patrolling streets by 6:30 am. Included below are instances of scavenging that were detected while the Officer was investigating specific complaints. Scavenging Ordinance: Operations Code Section 7.01.030. Rubbish Removal - Scavenging Prohibited. The District and its duly authorized agents or any contractor with whom the District may at any time enter into a contract or franchise therefor, and the agents, servants, and employees of said contractor while any said contract or franchise is in force shall have the exclusive right to gather, collect and remove all waste material from all residential premises served by the District and no other persons than those above shall gather, collect, and remove any trash or waste material or convey or transport any trash or waste material in or along or over any public street, alley, or highway in the District, or take any waste material from any receptacle in which the same has been placed for collection or removal or interfere Board of Directors February 10, 2026 Page 2 of 11 with or disturb any such receptacle or remove any such receptacle from any location where same is place by the owner thereof; provided, however, that nothing in this section shall be deemed to prohibit the occupant of any dwelling house from himself removing any trash or waste material accumulated on the premises occupied by him as a dwelling house and disposing of the same in a lawful manner, or to prohibit any person from gathering, collecting and removing from the premises occupied by him any trash or waste material or other objects of debris considered to be large items. Once trash or waste material has been placed in a container and placed curbside for collection, no person shall scavenge or remove any item from said container except for the District's contractor/franchisee. (Ord. 27, 1997) January Proactive Scavenging Investigations: 4 Board of Directors February 10, 2026 Page 3 of 11 734 Center St.- While on patrol of the area. Found an adult male looking into CMSD carts. Made contact and advised him this is prohibited activity within city limits. And that I could cite for this. He apologized and left without incident. Board of Directors February 10, 2026 Page 4 of 11 1545 Ponderosa St.- During the course of my patrols. Encountered an adult male going into CMSD carts. Made contact to advise scavenging is prohibited and could be subject to citation if he continues. Threw everything back, and left on foot without incident. Board of Directors February 10, 2026 Page 5 of 11 117 Clearbrook Ln.- During the course of my patrols. Came across an adult female looking into CMSD carts. Made contact to investigate what she was doing. She was looking for recyclables. Asked her if she could replace items on the ground. She did and left on her bike without incident. Board of Directors February 10, 2026 Page 6 of 11 2322 Nevada Ave.- While on patrol of the State’s streets found an adult male going into trash carts. By the time I turned around to engage him he rode off towards Bike Trail. So I followed him to make sure he was going to Bike Trail. Board of Directors February 10, 2026 Page 7 of 11 Trash Container Enforcement: In the month of January, there were a few customer complaints reported to the District Headquarters regarding trash carts in public view. The following is a list of locations where trash cart violations were found and addressed by the Courtesy Notice process. Trash Carts In Public View Ordinance: Operations Code Section 7.01.080. Removal of Trash Containers. (a) Residential containers placed in the street shall be removed from the curb by midnight the day of collection and shall be stored in the rear or side yard of the property so as to be out of view from the street. Containers placed in the alley for collection shall be removed from the alley by midnight the day of collection and shall be stored so as to be out of the public alley, completely on private property, and out of view from the public street. (Ord. 100, 2014) (b) A hardship exception or variance may be obtained by any person whose property is uniquely situated to not allow container removal from the public alley or who has a personal hardship not allowing such storage. A hardship waiver form must be completed explaining the reason(s) for a hardship. Such a hardship exception or variance shall be approved in a letter or other memorialization from the General Manager or designee. Such memorialization shall list the reasons and may be limited in time. (Ord. 27, 1997) (Ord. 93, 2012) Total Cases: 174 The following locations received warnings: (2) Albert Pl. (2) Bernard St. (3) Broadway (5) Capital St. (1) 300 Block Cape Pacific (4) Canoe Pond (5) Church St. (16) SW Cypress St. (3) Coleen Pl. Board of Directors February 10, 2026 Page 8 of 11 (3) Donnybrook Ln. (14) Elden Ave. (4) Fullerton Ave. (2) Flower St. (7) Knowell Pl. (4) Lisa Ln. (1) Loren Ln. (6) Maple St. (2) Meyer Pl. (3) Ogle St. (7) Orange Ave. (3) Orchard Dr. (1) 200 Block Pacific Crest (6) Pomona Ave. (1) Rodgers Pl. (3) Santiago Dr. (24) Santa Ana Ave. (6) Santa Isabel Ave. (4) Wallace Ave. (1) 16 th Pl. (14) 18 th St. (1) 20 th St. (2) 21 st St. Board of Directors February 10, 2026 Page 9 of 11 END OF TRASH CONTAINER ENFORCEMENT REPORT Board of Directors February 10, 2026 Page 10 of 11 NO CASES OF GRAFFITI ON TRASH CARTS WERE OPENED IN THE MONTH OF JANUARY. ___________________________________________________________________ Board of Directors February 10, 2026 Page 11 of 11 Scavenging Report – January 2026 (0) Friday 1 Staff Report To: Board of Directors From: Scott Carroll, General Manager Date: February 10, 2026 Subject: Receive and File Demonstration of Wastewater Monitoring Device Called, Consibio Summary The District is transitioning from a traditional preventive maintenance wastewater collection system to a predictive, smart wastewater management system. Preventive maintenance is performed at scheduled intervals, based on time or usage, to reduce the likelihood of asset failure. In contrast, predictive maintenance relies on real-time IoT data (information generated by internet-connected sensors, devices, and equipment that is analyzed to provide actionable insights) to identify signs of impending asset failure and perform maintenance only when needed. While predictive methods can reduce unnecessary downtime and lower long-term maintenance costs, they require a greater upfront investment in monitoring technology compared to the routine scheduling associated with preventive maintenance. One of the tools the District is implementing as part of this transition is Consibio, a wastewater flow and hydrogen sulfide monitoring device. Wastewater Maintenance Supervisor Jesse Blakely will provide a demonstration on how staff are using Consibio to proactively prevent sanitary sewer overflows. Staff Recommendation That the Board of Directors receive and file this report Analysis Consibio devices provide real-time, IoT-enabled, and battery-operated monitoring for wastewater networks, and manholes, primarily to prevent overflows, detect clogs, monitor hydrogen sulfide levels and optimize infrastructure maintenance. They use sensors for water level, flow, and quality, enabling predictive maintenance to reduce costs and prevent sanitary sewer overflows Legal Review 2 Not applicable Environmental Review Receiving a demonstration on monitoring wastewater flow and hydrogen sulfide to prevent sanitary sewer overflows is exempt from the requirements of the California Environmental Quality Act (CEQA) (Public Resources Code Section 21000 et. seq.). Section 15300.4 of CEQA allows an agency while establishing its own procedures "to list those specific activities which fall within each of the exempt classes," and the District has adopted "CEQA Guidelines and Implementing Procedures" that state on page 6 "Projects" does not include... C. Continuing administrative or maintenance activities. Financial Review The District has 28 Consibio devices installed throughout the system at an annual cost of $23,100. There is $54,000 budgeted in the biennial budget for wastewater flow monitoring devices. Public Notice Process Copies of this report are on file and will be included in the complete agenda packet for the February 10, 2026 Board of Directors study session meeting at District Headquarters and posted on the District’s website. Alternative Actions 1. Direct staff to report back with more information 1 Staff Report To: Board of Directors Via: Scott Carroll, General Manager From: Mark Esquer, District Engineer Date: February 10, 2026 Subject: CMSD CityWorks Public Portal Upgrade Summary The District purchased the CityWorks Asset Management system (CityWorks) about 10 years or more ago. A consultant was hired to install and setup CityWorks to meet the District needs and District systems. CityWorks is one of the best asset management systems for linear assets, such as pipelines, buried assets, and/or sewer/water systems. The District has determined that the system is underutilized and must be improved. The District will be commissioning an ESRI study to determine the current level of implementation, compare the current level to water-industry best practice, and develop a roadmap for improvements and further development. One item that must be addressed immediately is the public or customer portal. The current CityWorks public portal cannot be customized or improved, does not provide for scheduling of inspections, does not provide a dashboard of permitting progress for the customer, and is limited in notifications that can be sent to permittees. The District intends to procure a new public portal from Centricity. Centricity is a certified CityWorks/Trimble provider and developed the improved public portal for CityWorks users. The cost is $10,000 annually to license, host, and provide technical support for the site. Staff Recommendation That the Board of Directors receive and file this informational staff report and study item. Analysis Centricity was hired in 2021 to manage the graphical information system, maintain the CityWorks asset management system, and to provide troubleshooting and customer support. Because Centricity has the current contract, is a certified CityWorks partner, and has been performing well, the District intends to purchase their public portal. 2 The CityWorks public portal is used for permitting, paying sewer and solid waste fees, and submitting sewer and building plans. The CityWorks public portal has limited functionality and was intended to allow the District to start using the asset management system. Unfortunately, the public portal does not provide for improved customer notification, intuitive guidance, or helpful customer information. District permitting customers complain that they do not receive permit status, the system appears to have scheduled inspections but has not, nor does the public portal notify District staff when permit applications have been submitted or new information updated. The Centricity public portal will address serval issues and provide District customers with an improved experience. The new public portal is customizable and has the capability to include District artwork, notifications, and photos. Legal Review This is an informational item, and legal review is not required. Environmental Review Providing only information does not result in direct or indirect physical changes to the environment. This administrative item is not a project under CEQA. Financial Review The public portal application software has been budgeted for this fiscal year. Public Notice Process Copies of this report are on file and will be included in the complete agenda packet for the February 10, 2026, Board of Director Study Session package posted at the District Headquarters and posted on the District’s website. Alternative Actions Direct staff to address questions or requests for additional information. February 10, 2026 Mark Esquer, P.E. District Engineer CMSD CITYWORKS PUBLIC PORTAL UPGRADE Robert Morris, E.I.T. Engineering Technician Asset Management System: CityWorks •Wastewater Specific Software System for Managing Wastewater Assets. •GIS, ArcGIS (ESRI Products), AM Software •Work Order based Software for tracking costs, asset conditions, work history, among other asset information •Modules Include: •Permitting, Work Orders, Reports •Inventory Tracking History •2009: Hired Consultant to Implement a GIS and CMMS •2011: Purchased the CityWorks System •2021: Hired Centricity to configure and support Cityworks •2024: Attempted to implement online inspection request system within Cityworks CMSD Public Portal (Screenshot) Boulder City Public Portal (Screenshot) CMSD Public Portal •Not customizable for District Needs •Does not provide our customer with feedback •Does not highlight or define required information & allows customers to forget to upload a document/information •No easy workflow diagram indicating process flow •Does not schedule inspections with a specific time and date (but implies a specific time and date) •Limited ability to push notifications and messages to the applicant about updates to their permit •No ability to make functional changes to the website Missing/Incorrect Public Portal Fields Current: •When a field is missed or incorrectly filled out the system does not proceed. There is no feedback or indication as to what was missed and needs to be addressed •Applicants are frustrated and must call in to be guided through the application process over the phone Desired: •When a field is completed incorrectly the error is apparent to the applicant •Helpful information can be added to the site to help guide the applicant to prevent errors •All fields can be made required as necessary Missing/Incorrect Public Portal Fields Current: •Applicants receive email notifications under limited circumstances •They must log-in and navigate to the workflow item with comments, but there is no notification flag that alerts them that a comment has been made •The message board function is unavailable Desired: •When comments or updates to the case are made, an email is sent to the applicant notifying them of the changes. •When they log-in there should be a message flag that directs them to the new comment. •Have a summary home screen that has a notifications and directs applicants to the permit application that has comments or action required Proposed Work •Purchase Centricity’s Public Portal at $5,000 •Centricity is our current service provider and hiring them eliminates the potential to point fingers when an issue arises •Centricity is a certified CityWorks Partner: They are certified and properly trained to perform work on and with the CityWorks System Work to Date 1.Installed Three Patches (Point Liners) 2.New Leak within 1 week 3. Started Structural Liner Project (Non-Dig) Failed during industrial cleaning 4. Emergency Bypass Pumping 5. Tried to install Liner in special host pipe 6. Then installed with liner baggies 7. Structural Liner failed in two days 8. Reinstalled Bypass Pumping Project Estimate 1.Liner and Patch Work: $14,000 2.Structural Liner $40,000 3.Wetwell Downspout $ 5,000 4.Emergency Pumping $65,000 5.PPT Emergency Work $10,000 6.TE Roberts Emergency $20,000 7.Upgrade District Bypass $14,000 8.Dig/Replace Estimate $1,750,000 Total: $1,918,000 Replacement Estimate P355 SCP Emergency Sewer Replacement Item Rough Cost Estimate, $ Notes 1 Sewer Bypass Pumps $50,000 6 Months 2 Piles/Coffer Dam $150,000 100 LF, 25' Deep 3 Remove Piles $75,000 4 Dewatering Wells $400,000 15 Wells 5 Excavation Sumps $10,000 4 sump pumps with 2' gravel bed 6 R & R 10” waterline $150,000 Includes temp fire waterline 7 R & R 8" FM $105,000 Includes temp FM 8 Sewer Replacement $35,000 Use 15" PVC C900 9 PS Structural Mods $12,000 Core Hole(s) at WW & MH 10 Paving $15,000 $30/SF 11 Excavation $20,000 535 CY 12 Backfill $20,000 470 CY (14' Sand & 6' Base) Subtotal:$1,042,000 Based on prevailing wage project Contingency $416,800 40% Nightwork Premium $291,760 28% Construction Total $1,750,560 Date: 8/29/2024 Website: www.cmsdca.gov Mobile App: GoCMSD Facebook: @cmsdca Twitter: @costamesaSD Instagram: @costamesasanitarydistrict YouTube: CostaMesaSanitary LinkedIn: Costa Mesa Sanitary District Stay Connected PROPOSAL Centricity PLL Citizen Portal Prepared for: CMSD August 1, 2024 CONTACT: Brandon Wright 801-376-8160 bwright@centricitygis.com Page | 2 Proposal for Costa Mesa Sanitary District Centricity PLL Citizen Portal August 1, 2024 Table of Contents Table of Contents ................................................................................................................ 2 Cover Pages/Executive Summary ....................................................................................... 4 Firm Description & Project Organization ........................................................................... 5 Qualifications and Past Performance ................................................................................... 7 Fee/Cost Proposal .............................................................................................................. 10 Addendum 1 - Centricity Software License Agreement ................................................... 11 Page | 3 Proposal for Costa Mesa Sanitary District Centricity PLL Citizen Portal August 1, 2024 About Centricity GIS Introduction Centricity GIS, LLC is a GIS Consulting company offering implementation, data, and application development services. Our founder, Brandon Wright, has 20 years of experience in GIS, Asset Management, and systems integration. All of our technical staff have at least 5 years of expertise in their discipline. In addition to providing services for specific projects, we are also able to augment an agency’s staff by providing resources such as programmers, analysts, and technicians on site. Centricity GIS is a Cityworks Business Partner specializing in CMMS and GIS services for public agencies such as Cities, Counties, and Water Agencies. As a partner, we specialize in the implementation of Cityworks and ESRI technologies. From out of the box using Esri’s ArcGIS for Local Government solutions to custom PLL implementations, we can help agencies realize their return on investment as quickly as possible. We are located in Cedar Hills, Utah, about 30 minutes from Cityworks headquarters. Experience. Centricity GIS is a full-service, multidisciplinary asset management and permitting system consulting firm. We provide consulting services to municipal governments and private and public utilities. Our project team will use tried and true implementation strategies that focus on your business processes and workflows, system requirements and training. Centricity GIS has performed over 50 unique Cityworks implementations over nearly 19 years in the Asset Management and Permitting Industry. The flexibility and power of the Cityworks platform correlates with our extensive knowledge in system design and implementation. Our business process knowledge in permitting allows us to be efficient and effective during all of the phases of implementation. Centricity GIS has in house developers that focus on core Cityworks integrations and development tools. We have a history of integrating with Cityworks for many types of systems including: • Customer Account Information • Financial Systems • Utility Billing • SCADA • AVL • Citizen Reporting Page | 4 Proposal for Costa Mesa Sanitary District Centricity PLL Citizen Portal August 1, 2024 Cover Pages/Executive Summary August 1, 2024 Subject: Centricity PLL Citizen Portal CMSD: This proposal is for providing implementation services regarding Centricity PLL Citizen Portal. Centricity GIS is a Cityworks Business Partner and is based in Cedar Hills, Utah. I previously worked for Cityworks and have over 21 years of experience in completing Cityworks implementation projects. The projects that have been identified can be implemented separately to meet the District’s needs. Centricity GIS is prepared to start any project upon notice to proceed. Centricity PLL Citizen Portal Note: Cityworks Case API Extended License is needed for the Centricity PLL Citizen Portal. We are very excited about this opportunity. I am the direct contact for this proposal, and I will personally oversee all services provided under this proposal. Please let me know if you have any questions or concerns regarding this proposal. Sincerely, Brandon Wright Founder | President 801-376-8160 Page | 5 Proposal for Costa Mesa Sanitary District Centricity PLL Citizen Portal August 1, 2024 Firm Description & Project Organization Centricity GIS, LLC is a multi-service organization providing specialized services in Field Asset Surveying, Geographic Information Systems (GIS) and application software services. CENTRICITY GIS provides professional services including consulting, training, staffing and technical support. We continue to set the standard for high quality GIS Centric and Cityworks implementation projects, especially in utility industry for Water, Sewer, Storm, Gas and Electric backed by staff with a wide range of industry and technical experience having over 21 years of experience in GIS and 25 years in Cityworks implementation. CENTRICITY GIS is a Dun & Bradstreet verified business (DUNS 08-085-9425). Partners: - Cityworks Business Partner Network - ESRI Silver Partner Page | 6 Proposal for Costa Mesa Sanitary District Centricity PLL Citizen Portal August 1, 2024 Management Mr. Brandon Wright, founder of Centricity GIS, LLC, graduated with a B.S. degree in Business Information Systems from the University of Colorado, USA. He has over 21 years of professional experience in Cityworks and GIS within the Asset Management industry and has successfully completed over 50 Cityworks related projects. Most of his project experience is in implementing Cityworks systems with government agencies throughout United States. His core competency is in implementing Cityworks Asset Management solutions for government agencies (Water, Wastewater, Parks & Rec, etc.). Mr. Wright manages the strategic planning, business development and company operations for CENTRICITY GIS. He also serves as client liaison officer on all the projects by overseeing scope, schedule, budget and time frame. Page | 7 Proposal for Costa Mesa Sanitary District Centricity PLL Citizen Portal August 1, 2024 Qualifications and Past Performance The following table shows the combined project experience of our team. • Centricity GIS Reference Sites Page | 8 Proposal for Costa Mesa Sanitary District Centricity PLL Citizen Portal August 1, 2024 EDUCATION Bachelor of Science Degree, Business Information Systems, University of Colorado Brandon Wright Founder/Project Oversight Mr. Wright has over 20 years of experience providing Asset Management and GIS services to public agencies. Mr. Wright has been responsible for directing asset management projects and addressing logistical and technical concerns. Prior to working at Centricity GIS, Mr. Wright worked Cityworks for 10 years. Services include database development/administration and maintenance, map creation, needs assessment, implementation and integration. Integration services include integrating GIS databases (SQL Server or Oracle) with other systems such as Asset Management Systems, Customer Billing, Document Management and Work Orders. He also provides system training, and general IT consulting services. Summary of Skills • Expertise using ESRI’s ArcGIS software products, ArcGIS Desktop 10.x, ArcGIS Server, ArcGIS Online • Experience in administration of Cityworks AMS & PLL • Cityworks PLL Administration Training • Expertise in Mapping, GIS Data Modeling, Systems Integration, Needs Assessments • Over 10 years of Project Management experience • Database experience with SQL Server, Oracle, and Microsoft Access Representative Projects • Moses Lake, Washington, Cityworks and PLL Implementation • Rancho Palos Verdes, Cityworks Implementation • Vista Irrigation District, Cityworks Implementation • San Mateo, Cityworks Implementation • Cook County, IL, Cityworks and PLL Implementation • Saratoga Spring, UT, Cityworks and PLL Implementation • Houston, TX, Cityworks Implementation/Expansion • DDOT (Washington, D.C.), Cityworks Implementation/Expansion • Columbia, SC, Cityworks Implementation/Expansion • Lafayette, LA, Cityworks Implementation • El Paso, TX, Cityworks Implementation/Expansion • Apex, NC, Cityworks Implementation Page | 9 Proposal for Costa Mesa Sanitary District Centricity PLL Citizen Portal August 1, 2024 EDUCATION MA Degree, Public Administration, University of North Carolina – Chapel Hill BA Degree, Political Science, Brigham Young University - Idaho Daniel Widenhouse Product/Project Manager Mr. Widenhouse has over 9 years of experience providing Asset Management and GIS services to public agencies. Mr. Widenhouse has been responsible for overseeing and directing asset management and permitting projects. Prior to working at Centricity GIS, Mr. Widenhouse has worked for several public agencies including City of Saratoga Springs, UT and Rexburg, ID and administered their PLL and AMS systems. His experience includes PLL and AMS Administration, Cityworks Suite of products. Database development/administration and maintenance, map creation, needs assessment, implementation and integration. Project Management skills. Document Management and Work Orders. He also provides system training, and general IT consulting services. Summary of Skills • Expertise using ESRI’s ArcGIS software products, ArcGIS Desktop 10.x, ArcGIS Server, ArcGIS Online • Experience in administration of Cityworks AMS & PLL • Database experience with SQL Server • Azure Logic Apps, Azure Data Factory Representative Projects • Saratoga Spring, UT, Cityworks and PLL Implementation o Implemented Cityworks PLL across Building, Planning, Capital Facilities, and Engineering departments. Built over 150 workflows, 70 case template types, and over 400 task types. o Implemented Cityworks AMS across Water, Sewer, Streets, and Parks departments. o Trained users on Office, Fields, and Mobile modes. o Trained admin users in Designer and PLL Admin. o Developed over 50 Crystal Reports for analytics and reporting needs. o Integrated Cityworks with CitySourced • City of Redlands, CA, Cityworks and PLL Implementation o Created over 10 checklists for application review workflows in Cityworks PLL. o Wrote technical training materials for basic and admin users. • City of Moses Lake, WA, Cityworks and PLL Implementation o Wrote Crystal reports for reporting to supervisors. o Developed PLL workflows and case types for the City. Page | 10 Proposal for Costa Mesa Sanitary District Centricity PLL Citizen Portal August 1, 2024 Fee/Cost Proposal Task Description Total Cost 1 Centricity PLL Citizen Portal Annual License $ 10,000 • 1st Year of Service • Waived Implementation Fee • Continued support after Go-Live • Annual Renewal Rate of $10,000 USD per year Total for Centricity PLL Citizen Portal (Year 1) $ 10,000 Notes: • Annual Renewal for Centricity PLL Citizen Portal is $10,000/yr. Page | 11 Proposal for Costa Mesa Sanitary District Centricity PLL Citizen Portal August 1, 2024 Addendum 1 - Centricity Software License Agreement Page | 12 Proposal for Costa Mesa Sanitary District Centricity PLL Citizen Portal August 1, 2024 CENTRICITY SOFTWARE LICENSE AGREEMENT THIS GENERAL SERVICE AGREEMENT (the "Agreement") is dated this _____ day of _________, 20__. This Agreement is made on the date of purchase between Centricity GIS, LLC, located at 10659 N Sahalee St, Cedar Hills, UT 84062 (hereinafter referred to as "Licensor"), and the customer (hereinafter referred to as "Licensee") __________________________________________. 1. License Grant. Licensor grants to Licensee a non-exclusive, non-transferable license to use the Centricity PLL Citizen Portal software (the "Software") for the term of this Agreement. The Licensee is authorized to use the software on one server and for one production instance. 2. Term and Termination. The term of this Agreement shall commence on the date of purchase and shall continue for one year. This Agreement shall automatically renew for successive one-year terms unless either party gives written notice of termination at least thirty (30) days prior to the end of the then-current term. 3. Fees and Payment Terms. In consideration for the rights granted hereunder, the Licensee shall pay to the Licensor a yearly update and support license fee of $_________. The license fee is due on the same date each year as the initial purchase date. 4. Updates and Support. Licensor shall provide the Licensee with all updates to the Software that are made generally available to Licensor's customers. Licensor shall also provide support to the Licensee for the term of this Agreement. 5. Restrictions. Licensee shall not: (i) modify, translate, reverse engineer, decompile, disassemble or create derivative works based on the Software; (ii) rent, lease, grant a security interest in, or otherwise transfer rights to the Software; or (iii) remove any proprietary notices or labels on the Software. 6. Intellectual Property. The Software and all intellectual property rights therein are the exclusive property of Licensor and its licensors. The Licensee shall not acquire any ownership rights in the Software. 7. Warranty. The Licensor represents and warrants that the Software will perform substantially in accordance with the accompanying documentation for a period of 30 days from the date of purchase. If the Software does not perform substantially in accordance with the accompanying documentation, the Licensee's exclusive remedy shall be to receive a refund of the license fee paid for the Software. 8. Limitation of Liability. In no event shall Licensor be liable to the Licensee or any third party for any indirect, incidental, special, or consequential damages, or lost profits, even if Licensor has been advised of the possibility of such damages. 9. Confidentiality. The Licensee shall hold the Software and all information contained therein in confidence and shall not disclose such information to any third party. 10. General. This Agreement shall be governed by the laws of the State of Utah. This Agreement constitutes the entire agreement between the parties and supersedes all Page | 13 Proposal for Costa Mesa Sanitary District Centricity PLL Citizen Portal August 1, 2024 prior negotiations, representations, and agreements, whether written or oral, relating to the Software. Any amendment to this Agreement must be in writing and signed by both parties. IN WITNESS WHEREOF the Parties have duly affixed their signatures under hand and seal on this ________ day of ________________, ________. Licensee __________________ Per: (Seal) Officer's Name: __________________________ Centricity GIS, LLC Per: (Seal) Officer's Name: __________________________ 1 Staff Report To: Board of Directors Via: Scott Carroll, General Manager From: Mark Esquer, District Engineer Date: February 10, 2026 Subject: CMSD Capital Improvement Program Overview Summary The current District Capital Improvement Program (CIP) Budget includes 17 projects with an estimated $5.5 Million budget. The District Engineer will provide an overview of the CIP and will review six (6) projects comprising $3.3 million of the budget. Staff Recommendation That the Board of Directors receive and file this Capital Improvement Study Item. Analysis The purpose of the CIP is to renew the District sewer system with priority given to failed or damaged assets and given to defects that cannot be addressed by maintenance activities. The CIP also considers assets that are reaching the end of useful life. It is best not to replace assets on an emergency basis because of will typically be higher due to additional project requirements, temporary services not usually required for routine construction, and for recovery costs. The basic goal of the CIP is to keep the system functioning, replacing or repairing infrastructure prior to failure, while addressing the issues at the lowest life-cycle cost. Consideration is also given to the consequence of a system failure or potential sewage spill. This means that higher priority is given to assets or facilities that may cause higher impacts on the environment, businesses, and the community. The current budget cycle involves nine (9) master planned projects, four (4) failures, four (4) projects to improve reliability and reduce the potential for sewer spills, and one (1) improvement for the District headquarter building. Legal Review This is an informational item and legal review is not required. 2 Environmental Review Providing only information does not result in direct or indirect physical changes to the environment. This administrative item is not a project under CEQA. The six (6) projects reviewed provide for replacement of sewer infrastructure and does not change the capacity, therefore the subject projects are categorically exempt under the California Environmental Quality Act (CEQA) (Public Resources Code Section 21000 et. seq.), Section 15302(c), as a Class 2 replacement or reconstruction project. Financial Review The project activities are budgeted this fiscal year and many work items have encumbered funds (funding commitments). The current projection is that the CIP will be underspent due to project delays, permitting issues, and unknown conditions that occur. Public Notice Process Copies of this report are on file and will be included in the complete agenda packet for the February 10, 2026, Board of Director Study Session package posted at the District Headquarters and posted on the District’s website. Alternative Actions Direct staff to address questions or requests for additional information. February 10, 2026 Mark Esquer, P.E. District Engineer CMSD CAPITAL IMPROVEMENT PROGRAM 25/26 Fiscal Year Program •17 Projects •9 Masterplan Projects •4 Failures (Grade 5 or Unknown Condition) •4 Reliability •1 HQ Improvement •$5.5 Million Budget •4 of 17 Projects completed •$4.5 Million Outlay by December 2026 •Program Goal: •Keep the Sewer System functioning and replace Just in time. •Install Liner, Repair, or Replace NASSCO Grade 5, then G4 Sewer Infrastructure •State Water Board Benchmark is 1% Renewal Per Year Highest Gain/Most Potential •P341 Elden FM Redundancy •P346 Harbor Overflow Addition •P349 Mendoza FM Redundancy & Overflow •P515 AutoPlex Siphon Failure (G5) •P615 Industrial Way Pipe-bursting (Failed) •P630 Sewer Condition Assessment P341 Elden PS Forcemain Redundancy •Single Point of Failure •Current Age 30 years (+/-) •Emergency Plan is difficult to employ •Adds a backup forcemain •$12.0 Million Project Estimate •3 to7 Years, depending on finances P346 Harbor PS Overflow Addition •Single Point of FM Failure •No Standby Generator •38-year PS Age •10-year FM Age •FM Break: Major Traffic •$580,000 Construction Estimate •Complete prior to Thanksgiving 2026 •Increase reliability, Reduce SSO Potential P349 Mendoza FM Redundancy & Overflow •Single Point of Failure •Current FM Age 12 years •Adds a backup forcemain •Adds an Overflow Sewer •$465,000 Project Estimate •Complete in September 2026 P515 AutoPlex Siphon Rehabilitation •Two of Three Siphon Sewer Pipes have Failed •Used as emergency overflow •Current Age 38 years •Project will modify manhole and rehabilitate two pipelines that cross the storm channel •$215,000 Budget •Implement this Summer P615 Industrial Way Sewer Pipe Replacement •Failed Ductile Iron Sewer Pipe •Current Age 72 years •8-inch pipe bored to 6-inches •$500,000 •Finished by Thanksgiving P630 Sewer Condition Assessment •224 Miles •Determine the Pipe Condition (NASSCO Assessment) •Required by State Regulators •Included in the District Sanitary Sewer Management Plan •$1.0 to $1.5 Million Over Multiple Budgets •30 Miles this Calendar Year Website: www.cmsdca.gov Mobile App: GoCMSD Facebook: @cmsdca Twitter: @costamesaSD Instagram: @costamesasanitarydistrict YouTube: CostaMesaSanitary LinkedIn: Costa Mesa Sanitary District Stay Connected 1 Staff Report To: Board of Directors From: Scott Carroll, General Manager Date: February 10, 2026 Subject: 2025 Performance Measurement Program Annual Report Summary A performance measurement program is a systematic, ongoing process of collecting, analyzing, and reporting data to assess the efficiency and effectiveness of projects, level of services, programs and District goals. It enables staff to track progress, ensure accountability, and make informed, data-driven decisions for continuous improvement. Staff Recommendation That the Board of Directors receive and file this report. Analysis For the past eight years, the District has implemented a performance measurement program to continuously evaluate and enhance its programs and the level of service provided to the public. The following describes the performance measures that achieved their intended outcomes, what attaining those goals signifies, and the measures that did not meet their targets, along with the actions staff is taking to improve results in the coming year. The data presented were collected and analyzed for the full 2025 calendar year (January through December). •0 workdays lost due to workplace related injuries and an Experience Modification (EMOD) rate of 96% means the District is a safe place to work. •Rain ingress from all storms that produced an inch or more of rain was less than 2%, which means the District’s sewer system is successfully keeping out the vast majority of rainwater. Too much rainwater in sewers can cause sanitary sewer overflows. While most of the District’s sewer system is successfully keeping out rainwater, there is one tributary area that is experiencing high inflow. The Mendoza Pump Station tributary area has high inflow. Staff is going to establish flow monitoring devices around the tributary area to try to pinpoint where the inflow is coming from. •100% of code enforcement cases regarding trash carts stored in public view are closed within fifteen working days means residents are complying with District code. However, 2 the District’s code enforcement officer issued a total of 1,644 first warning tags to residents who kept their carts in public view. That’s an average of 137 warning notices a month. In the upcoming years, staff will conduct outreach efforts to try to reduce the number warning notices issued. •It takes less than one business day to upload Board of Directors meeting videos on District website, which means the District is being open and transparent to the public. •The District obtained the Triple Crown recognition from the Government Finance Officers Association (GFOA), which means the District is demonstrating transparency and accountability to fully disclosing public finances. •97% of trash cart replacements requests were responded within 1 business day; but only 51% of trash carts were replaced within 7 business days. To improve the outcome of replacing trash carts within 7 business days, staff will track replacement turnaround times each month and review the data with CR&R during District/CR&R monthly operations meetings to identify service issues and reduce delays. •State law requires public agencies to respond to public records requests within 10 days, whether or not the requested documents are provided. Staff responded to 37 public records requests in less than four days, providing the requested documents and demonstrating efficiency and responsiveness. •Staff approved and issued one emergency over-the-counter sewer repair permit in less than 24 hours. In total, 54 urgent permits were issued in 2025, demonstrating staff efficiency and responsiveness. •Staff completed the first plan-check review and provided comments for one permit in less than six days. A total of 347 permits were issued in 2025, demonstrating staff efficiency and timely service delivery. •The entire sewer system, 224 miles of pipeline, was cleaned within 12 months. However, nearly $18,000 in overtime was accrued to achieve this goal and two sanitary sewer overflows occurred in 2025 that were caused by grease and roots. To avoid overtime for regularly scheduled cleaning, new cleaning method will be implemented in 2026 that will include cleaning 8”-10” diameter pipes within 12 months. Pipe diameters larger than 10” will be cleaned once every 18 months. •Annual preventive maintenance was performed on all 20 pump stations within 12 months. However, one sanitary sewer overflow occurred at a pump station due to human error. A new employee was hired to fill the Electrical Instrumentation Technician position. The district now has three full-time employees dedicated to pump station maintenance. •It’s taking less than 60 days for the Board of Directors to award a contract after the bid opening date, which demonstrates efficiency. 3 •83% of finance transactions are processed through the District’s online payment system, demonstrating the District’s efficiency and user-friendly service delivery. •District residential wastewater rate is 30.5% below the average wastewater rate when compared to the rest of Orange County agencies. Wastewater rates have remained stabilized for the past three years. •District solid waste net-to-hauler rate, $26.02, is equal to the county average net-to- hauler rate, $26.01. On July 1, 2026, solid waste rates will increase countywide because the county is increasing landfill gate fees. •90% of 1,000 residents surveyed indicated they approve the job the District is doing. •The District was present at 20 community events, the most events since the District began tracking community events in 2018. Attending community events allows the District to move beyond traditional, passive communications and foster active, two-way dialogue with the public. By meeting residents where they are, the District builds trust, enhances transparency, and gains direct and valuable feedback from community members. •Number of GoCMSD subscriptions increased 50.5% and the number of service requests entered into GoCMSD increased 57% since 2023. A rise in subscriptions means residents are trusting the app as a reliable source of communication with staff to help resolve issues. The following measures did not achieve their outcome goal. •Number of sanitary sewer overflows per 100 miles of sewer is less than or equal to 0.42 SSOs per 100 miles of California Regional Water Quality Control Board, Region 8. The District had 1.79 SSOs per 100 miles of sewer in 2025. A Total of 4 SSOs occurred in 2025.The District had one SSO on 1/19 that was caused by human error at Westbluff Pump Station. Another SSO occurred on 5/2 on Mesa Verde Drive East that was caused by grease and roots. The 3rd SSO occurred on 10/27 on Santa Clara at Salinas that was caused by watermain burst and the 4th SSO was on 12/10 at Placentia and Victoria that was caused by grease. Region 8 had 61 SSOs in 2025 •Percent of sewage gallons spilled reached surface water is less than or equal to 13% of sewage gallons reaching surface water in Region 8. Of the four SSOs the District had in 2025, 42% (3,750 gallons) reached surface water. •69% of employees believe in the District’s Wellness Program as being valuable to enhancing their physical and mental-well being. The goal is to achieve 80% approval rating. 31% of employes expressed no opinion on the wellness program and no employees indicated that the District’s Wellness Program is not valuable. 4 •75% of residents corresponding in the GoCMSD app indicated the effectiveness of District staff is good or superior. The goal is to achieve 90% approval rating. 98% of correspondences in the app are related to solid waste collection services. CR&R is the first point of contact when solid waste requests are made on the app. Staff believes the public is correlating District staff with CR&R staff when answering how effective staff was to resolve their issue/concerns. •52% of District employees indicated the District is a better organization than it was compared to one year ago. The goal is to achieve 90% approval rating. 48% of employees expressed no opinion and no employees indicated that the District is worse than it was a year ago. An action plan was developed and implemented to address the feedback provided by District staff. Historically, progress reports were presented to the Board on a quarterly basis. Staff is proposing to reduce the reporting frequency to annually, to allow for more meaningful and comprehensive updates on progress and outcomes. Quarterly reporting is highly resource-intensive, requiring significant time from staff. Shifting to annual reports allows staff to provide more meaningful, results-oriented updates while using resources more efficiently. Furthermore, annual reporting allows staff additional time to focus on implementation rather than report preparation, improving overall productivity without reducing transparency or accountability. Legal Review Not applicable Environmental Review Review of a Performance Measurement Program is an administrative matter and is exempt from the requirements of the California Environmental Quality Act (CEQA) (Public Resources Code Section 21000 et. seq.). Section 15300.4 of CEQA allows an agency while establishing its own procedures "to list those specific activities which fall within each of the exempt classes," and the District has adopted "CEQA Guidelines and Implementing Procedures" that state on page 6 "Projects" does not include...C. Continuing administrative or maintenance activities. Financial Review There is no financial impact to the District for reporting an annual report of the District’s Performance Measurement Program. All measures are budgeted appropriately. Public Notice Process Copies of this report are on file and will be included in the complete agenda packet for the February 10, 2026 Board of Directors study session meeting at District Headquarters and posted on the District’s website. Alternative Actions 1. Direct staff to report back with additional information. 1 | P a g e COSTA MESA SANITARY DISTRICT OUTCOMES AND PERFORMANCE MEASUREMENT PROGRAM Efficiency Effective Workforce Customer Satisfaction Cost Effectiveness Citizen Engagement Transparency Organizational Excellence 2 | P a g e 0 20 40 60 80 100 120 140 160 180 2020 2021 2022 2023 2024 2025 EMOD ≤ 100% 0 20 40 60 80 100 120 140 160 180 2019 2020 2021 2022 2023 2024 2025 2026 EMOD ≤ 100% COSTA MESA SANITARY DISTRICT OUTCOMES AND PERFORMANCE MEASUREMENT PROGRAM White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Recruit and retain a highly engaged and effective workforce A high performing and engaged workforce will achieve desired results and move the organization forward to achieving its mission. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Number of days lost due to workplace related injuries 0 0 0 0  Experience Modification (EMOD) ≤ 100% 146% 100% 96%  The EMOD rate is used by insurance companies to gauge both past cost of injuries and future chances of risk. The lower the EMOD the lower workers compensation insurance premiums will be. An EMOD greater than 100% means CMSD is riskier than average. An EMOD less than 100% means CMSD is safer than average. The District save nearly $52,000 in worker’s comp because EMOD is below 100%. No paid workers compensation claims in 2025. 3 | P a g e 0 0.2 0.4 0.6 0.8 1 1.2 1.4 1.6 1.8 2 2021 2022 2023 2024 2025 # of SSOs per 100 Miles of Sewer CMSD Region 8 0 0.2 0.4 0.6 0.8 1 1.2 1.4 1.6 1.8 2 2021 2022 2023 2024 2025 # of SSOs per 100 Miles of Sewer CMSD Region 8 White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Recruit and retain a highly engaged and effective workforce A high performing and engaged workforce will achieve desired results and move the organization forward to achieving its mission. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Number of Sanitary Sewer Overflows (SSOs) per 100 miles of Sewer is less than or equal to the average SSOs per 100 miles of Sewer in CRWQCB Region 8 2023: ≤ 0.47 2024: ≤ 0.44 2025:≤ 0.42 1.79 0.45 1.79  Region 8 of the State Water Resources Control Board consist of agencies located within Orange, Riverside and San Bernardino Counties. CMSD has 224 miles of sewers while Region 8 has 14,644 miles of sewers. The district had one SSO on 1/19 that was caused by human error at Westbluff Pump Station. Another SSO occurred on 5/2 on Mesa Verde Drive East that was caused by grease and roots. The 3rd SSO was caused by watermain burst and the 4th SSO was caused by grease. Region 8 had 61 SSOs. 4 | P a g e 0 10 20 30 40 50 60 70 80 90 2021 2022 2023 2024 2025 % SSO Gallons Reached Surface Water CMSD Region 8 0 10 20 30 40 50 60 70 80 90 2021 2022 2023 2024 2025 % SSO Gallons Reached Surfaced Water CMSD Region 8 White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Recruit and retain a highly engaged and effective workforce A high performing and engaged workforce will achieve desired results and move the organization forward to achieving its mission. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Percent of sewage gallons spilled reached surface water is less than or equal to the percent of sewage gallons reaching surface water in CRWQCB Region 8. 2023: ≤ 59% 2024: ≤ 74% 2025: ≤ 13% 1.6% 0% 42%  Region 8 of the State Water Resources Control Board consist of agencies located within Orange, Riverside and San Bernardino Counties. CMSD has 224 miles of sewers while Region 8 has 14,644 miles of sewers. 72% of sewage spills entered the storm drain system. Staff successfully recovered 58% of wastewater from the storm drain system 5 | P a g e White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Recruit and retain a highly engaged and effective workforce A high performing and engaged workforce will achieve desired results and move the organization forward to achieving its mission. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Dates Below are Rain Events Rain ingress entering wastewater system ≤ 2% 1/14:1.1% 2/4:1.19% 2/13:1.6%  Inflow of rainwater entering wastewater systems can cause SSOs. Orange County Sanitation District (OCSD) encourages rain ingress of less than 2%. Data is collected from four pump stations: Elden, Harbor, Mendoza and Victoria. Ingress is the average for the four stations combined. A minimum of one inch of rainfall is required to calculate inflow. Precipitation occurred on Mar 5, 6, 11, 14 & 17 but each event was less than one inch of rainfall. Rain on December 31 was less than one inch 2/25:1.98% 2/5:2.07% 11/15:1.36% 3/15: 3.1% 2/6:3.24% 12/24:1.6%  3/30: 1.5%  3/31: 1.05%  6 | P a g e 0 10 20 30 40 50 60 70 80 90 2023 2024 2025 % of Employees Participating in Wellness Challenge 0 10 20 30 40 50 60 70 80 90 2023 2024 2025 % of Employees Participating in Wellness Challenge White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Recruit and retain a highly engaged and effective workforce A high performing and engaged workforce will achieve desired results and move the organization forward to achieving its mission. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Percent of employees are participating in the District’s Wellness Challenge Program 80% 34% 83% 64%  A wellness program that focuses on physical and mental well-being of employees will advance employee health to sustain work productivity and improve work/life balance. There were 7 challenges in 2025. 7 | P a g e 0 10 20 30 40 50 60 70 80 2023 2024 2025 % of Employees Believe Wellness Program is Valuable 0 10 20 30 40 50 60 70 80 2023 2024 2025 % of Employees Believe Wellness Program is Valuable White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Recruit and retain a highly engaged and effective workforce A high performing and engaged workforce will achieve desired results and move the organization forward to achieving its mission. Performance Measures Current Goal Outcome Trend Comments or Analysis FY 2023 FY 2024 FY 2025 Percent of employees believe participating in the Wellness Program is valuable to enhancing their physical and mental well- being. 80% 52% 68% 69%  A wellness program that focuses on physical and mental well-being of employees will advance their health to sustain work productivity and improve work/life balance. 31% of employees had no opinion on the wellness program. None employees indicated the wellness program is not valuable. 8 | P a g e 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2021 2022 2023 2024 2025 % of Code Enforcement Cases Closed within 15 working days 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2021 2022 2023 2024 2025 % of Code Enforcement Cases Closed within 15 working days White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Recruit and retain a highly engaged and effective workforce A high performing and engaged workforce will achieve desired results and move the organization forward to achieving its mission. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Percentage of code enforcement cases regarding trash carts stored in public view are closed within fifteen working days 90% 100% 100% 100%  CMSD’s web and mobile application, GoCMSD, allows residents to report issues such as trash carts left in public view. The objective for code enforcement is achieving sustained compliance. At times, code enforcement will experience homeowners/renters complying with District code one week after receiving a violation warning notice, but the homeowner/renter will be found in noncompliance two weeks after receiving the notice. In addition, code enforcement will experience varying degree of compliance such as storing trash carts in front of the garage or visible in the side yard. 9 | P a g e -0.1 0.2 0.5 0.8 1.1 1.4 1.7 2 2021 2022 2023 2024 2025 Ave # of Business Days to Upload Board Meeting Videos on CMSD Website -0.1 0.2 0.5 0.8 1.1 1.4 1.7 2 2021 2022 2023 2024 2025 Ave # of Business Days to Upload Board Meeting Videos on CMSD Website White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Transparency: Demonstrating openness, accountability and honesty to our constituents In a free society, transparency is government’s obligation to share information with its citizens. Transparency allows for good and just governance. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Average number of business days it takes to upload Board of Directors meeting videos on CMSD website. ≤ 2 1.0 0.72 0.91  Public meetings are recorded and uploaded to the District’s website, YouTube, and its BoardDocs portal for the public to view. Videos are uploaded on CMSD website the same day of scheduled Board meetings. 10 | P a g e White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Transparency: Demonstrating openness, accountability and honesty to our constituents In a free society, transparency is government’s obligation to share information with its citizens. Transparency allows for good and just governance. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Financial excellence in budgeting and reporting Triple Crown Recognition Yes Yes Yes  New Measure. Obtaining Triple Crown recognition from the Government Finance Officers Association of the U.S. and Canada is the highest recognition bestowed to local government. It recognizes an agency receiving Certificate of Achievement for Excellence in Financial Reporting along with its Popular Financial Reporting (PAFR) award and the Distinguished Budget Presentation award in the same year. Earning the Triple Crown demonstrates transparency and accountability by fully disclosing public finances. 11 | P a g e White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Transparency: Demonstrating openness, accountability and honesty to our constituents In a free society, transparency is government’s obligation to share information with its citizens. Transparency allows for good and just governance. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Number of Citizens Environmental Protection Academy (CEPA)/Eco Expo attendees 150 168 175 176  No CEPA in 2020 due to COVID-19 pandemic. On April 22, 2021, the District held a virtual CEPA. Approximately 140 people watched CEPA on YouTube and Facebook. On September 28, CMSD held a different citizen involved event. The inaugural Eco Expo event was held at HQ where citizens learned about sustainability practices to help protect the environment. 2025 Eco Expo is on Oct 1 Transparency Certificate of Excellence Earn Certificate Yes or No Yes Yes Yes  Earning certificate from the Special District Leadership Foundation demonstrates a commitment to being open, accessible, engaging the public and creating greater awareness of CMSD activities. Earn Certificate 2018 2019 2020 2021 2022 2023 2024 2025 Yes         No 12 | P a g e 0 10 20 30 40 50 60 70 80 90 100 110 2021 2022 2023 2024 2025 % of Complaints Responded and Courtesy Collection Occurs within 1 Business Day 0 10 20 30 40 50 60 70 80 90 100 110 2021 2022 2023 2024 2025 % of Complaints Responded and Courtesy Collection Occurs within 1 Business Days White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Efficiency: Performing to the best of our abilities with the least amount of lost time and effort Being efficient demonstrates how well CMSD is using its resources. It proves functions are completed in a timely manner and there is less bureaucracy within the organization. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Missed trash collection and rescheduling courtesy collection. 90% of complaints responded and courtesy collection occurs within: 1 Business Day 86% 90% 87%  13 | P a g e 10 20 30 40 50 60 70 80 90 100 2021 2022 2023 2024 2025 % of Trash Cart Replacement Request Responded within 1 Business Day 10 20 30 40 50 60 70 80 90 100 2021 2022 2023 2024 2025 % of Trash Cart Replacement Request Responded within 1 Business Day White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Efficiency: Performing to the best of our abilities with the least amount of lost time and effort Being efficient demonstrates how well CMSD is using its resources. It proves functions are completed in a timely manner and there is less bureaucracy within the organization. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Trash Cart Replacement 90% of request responded within: 1 Business Day 89% 94% 97%  14 | P a g e 0 10 20 30 40 50 60 70 80 90 100 2021 2022 2023 2024 2025 % of Trash Cart Replaced within 7 Business Days 0 10 20 30 40 50 60 70 80 90 100 2021 2022 2023 2024 2025 % of Trash Cart Replaced within 7 Business Days White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Efficiency: Performing to the best of our abilities with the least amount of lost time and effort Being efficient demonstrates how well CMSD is using its resources. It proves functions are completed in a timely manner and there is less bureaucracy within the organization. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Trash Cart Replacement 90% of Trash Cart Replaced within: 7 Business Days 88% 83% 51%  The goal was not achieved because of scheduling availability and successful completion of originally scheduled deliveries. Replacements that exceeded 7 business days were primarily caused by exchanges being scheduled two weeks out or missed deliveries that required rescheduling. To improve this benchmark, we’ll track replacement turnaround times each month and review the data with CR&R during our monthly meetings to identify service issues and reduce delays. 15 | P a g e 0 1 2 3 4 5 6 7 8 9 10 2021 2022 2023 2024 2025 Ave # Days Responding to PRA with Requested Documents 0 1 2 3 4 5 6 7 8 9 10 2021 2022 2023 2024 2025 Ave # Days Responding to PRA with Requested Documents White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Efficiency: Performing to the best of our abilities with the least amount of lost time and effort Being efficient demonstrates how well CMSD is using its resources. It proves functions are completed in a timely manner and there is less bureaucracy within the organization. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Average number of business days it takes responding to Public Records Request (PRA) with requested documents 10 Days 4 3 3.65  Under the California Public Records Act, an agency must determine within 10 calendar days starting after the date of receipt of a request whether the request seeks copies of identifiable public records that may be disclosed and must promptly notify the requester of this determination. The district received 37 PRA’s in 2025, the most since tracking PRA requests began in 2018 16 | P a g e 0 5 10 15 20 25 30 35 40 45 50 2021 2022 2023 2024 2025 Ave time it takes to issue emergency, urgent or over the counter repair permits, excluding weekends 0 5 10 15 20 25 30 35 40 45 50 2021 2022 2023 2024 2025 Ave time it takes to issue emergency, urgent or over the counter repair permits, excluding weekends White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Efficiency: Performing to the best of our abilities with the least amount of lost time and effort Being efficient demonstrates how well CMSD is using its resources. It proves functions are completed in a timely manner and there is less bureaucracy within the organization. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 The average time it takes to issue emergency, urgent or over the counter repair permits, excluding weekends. 24 Hours 1.5 24 19.2  The district received 54 urgent repair permit applications in 2025 17 | P a g e 0 2 4 6 8 10 12 2021 2022 2023 2024 2025 Ave # of days to conduct and comment on the first plan- check review 0 2 4 6 8 10 12 2021 2022 2023 2024 2025 Ave # of days to conduct and comment on the first plan-check review White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Efficiency: Performing to the best of our abilities with the least amount of lost time and effort Being efficient demonstrates how well CMSD is using its resources. It proves functions are completed in a timely manner and there is less bureaucracy within the organization. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 The average number of days to conduct and comment on the first plan-check review. 9 Days 7.6 Days 2.75 days 5.2  District staff performed 347 plan-checks for review in 2025 18 | P a g e 0 20 40 60 80 100 120 140 160 2021 2022 2023 2024 2025 Ave Time to Clean EMA 0 20 40 60 80 100 120 140 160 2021 2022 2023 2024 2025 Ave Time to Clean EMA White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Efficiency: Performing to the best of our abilities with the least amount of lost time and effort Being efficient demonstrates how well CMSD is using its resources. It proves functions are completed in a timely manner and there is less bureaucracy within the organization Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Average time to clean one Enhanced Maintenance Area (EMA) 120 minutes or 2 Hour 58 Min 99 Min 102 Min  The district has 19 EMAs. 19 | P a g e 0 10 20 30 40 50 60 70 80 90 100 2021 2022 2023 2024 2025Percentage% of Entire Wastewater System Cleaned Annually 0 10 20 30 40 50 60 70 80 90 100 2021 2022 2023 2024 2025 % of Entire Wastewater System Cleaned Annually White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Efficiency: Performing to the best of our abilities with the least amount of lost time and effort Being efficient demonstrates how well CMSD is using its resources. It proves functions are completed in a timely manner and there is less bureaucracy within the organization. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Percentage of entire wastewater system cleaned annually 100% 90% 92% 100%  In 2023, the District put in operation a 3rd cleaning crew and amended wastewater staff work schedule to 4/10. CMSD goal is to clean the entire system within 12 months. Prior to 2023, the goal was to clean 67% of the system within 12 months using two cleaning crews working 9/80 schedule. The entire system has 1,184,813 feet of pipeline (224 miles). 2025 is the first year the entire system was cleaned within 12 months. Nearly $18,000 in overtime was accrued to achieve goal. To avoid overtime for regularly scheduled cleaning, new cleaning method will be implemented in 2026 that will include cleaning 8”-10” diameter pipes within 12 months. Pipe diameters larger than 10” will be cleaned once every 18 months. 20 | P a g e 1,000 1,627 2,254 2,881 3,508 4,135 4,762 5,389 6,016 2021 2022 2023 2024 2025 Ave Footage of Daily Pipeline Cleaned 1,000 1,627 2,254 2,881 3,508 4,135 4,762 5,389 6,016 2021 2022 2023 2024 2025 Ave Footage of Daily Pipeline Cleaned White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Efficiency: Performing to the best of our abilities with the least amount of lost time and effort Being efficient demonstrates how well CMSD is using its resources. It proves functions are completed in a timely manner and there is less bureaucracy within the organization. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Average footage of daily pipeline cleaned. 5,386 4,871 4,955 5,386  Cleaning 220 days in a year. Days excluded from cleaning include weekends, holidays, vacation, sick leave and training. The new goal represents the entire sewer system being cleaned within 12 months. Previous years goals were to clean 3,602 feet of pipe, which represented 67% of the entire system within 12 months. Nearly $18,000 in overtime was accrued to achieve goal. To avoid overtime for regularly scheduled cleaning, new cleaning method will be implemented in 2026 that will include cleaning 8”-10” diameter pipes within 12 months. Pipe diameters larger than 10” will be cleaned once every 18 months. 21 | P a g e 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2021 2022 2023 2024 2025 % of Pump Stations Receiving Annual PM 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2021 2022 2023 2024 2025 % of Pump Stations Receiving Annual PM White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Efficiency: Performing to the best of our abilities with the least amount of lost time and effort Being efficient demonstrates how well CMSD is using its resources. It proves functions are completed in a timely manner and there is less bureaucracy within the organization. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Percentage of wastewater pump stations that received their annual preventive maintenance (PM) 100% 100% 77% 100%  There are 20 wastewater pump stations. Annual PMs prevents SSOs. PM includes checking cord connections, circuit breakers, fuses, amps, volts, wet well coating, changing oil and coolant, clean and exercise all valves, observe pump in use and record pump down times. A new employee was hired to fill the Electrical Instrumentation Technician position. The district now has three full-time employees dedicated to pump station maintenance. 22 | P a g e - 10.0 20.0 30.0 40.0 50.0 60.0 70.0 80.0 2021 2022 2023 2024 2025 Ave # days it takes the Board of Directors to award contracts after bid opening date - 10.0 20.0 30.0 40.0 50.0 60.0 70.0 80.0 2021 2022 2023 2024 2025 Ave # days it takes the Board of Directors to award contracts after bid opening date White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Efficiency: Performing to the best of our abilities with the least amount of lost time and effort Being efficient demonstrates how well CMSD is using its resources. It proves functions are completed in a timely manner and there is less bureaucracy within the organization. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Average number of days it takes the Board of Directors to award contracts after bid opening date. 60 73 26.5 50.5  Bids are valid for 60 days. After 60 days the project must be re-bidden, which cost money and additional staff time. Awarding a contract within 60 days ensures the project is completed in a timely manner for the benefit of the community. Two public works contract was presented to the Board in 2025: Project 535 Irvine-Harbor Pump Station Electrical Improvements and Project $505, Manhole Cover Replacement. 23 | P a g e 0 10 20 30 40 50 60 70 80 90 2021 2022 2023 2024 2025 % of E-Commerce Transaction 0 10 20 30 40 50 60 70 80 90 2021 2022 2023 2024 2025 % of E-Commerce Transaction White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Efficiency: Performing to the best of our abilities with the least amount of lost time and effort Being efficient demonstrates how well CMSD is using its resources. It proves functions are completed in a timely manner and there is less bureaucracy within the organization. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Percent of e-commerce transactions placed with the District 50% 78% 84% 83%  Having an online payment system to pay for sewer permit fees, invoices, or starting new trash and sewer services is convenient for members of the public because they can make the transaction from home. It can also reduce the number of bank runs for depositing cash and checks. The staff time saved on bank runs can be shifted to other procurement priorities. E-commerce reduces paperwork such printing receipts and there is less chance for human error because it has an automated tracking system. 24 | P a g e 14.00 16.00 18.00 20.00 22.00 24.00 26.00 28.00 2021 2022 2023 2024 2025 County Ave Net-to-Hauler vs CMSD Rate CMSD County Ave NTHR County Ave NTHR +10% 14.00 16.00 18.00 20.00 22.00 24.00 26.00 28.00 30.00 2021 2022 2023 2024 2025 County Ave Net-to-Hauler vs CMSD Rate CMSD County Ave NTHR County Ave NTHR +10% White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Cost Effectiveness: Comparing monetary costs to quantifiable benefits Demonstrates tax funded programs and services are getting the biggest bang for its buck. Proves CMSD is spending tax payer dollars wisely. No feverous spending. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Net hauler solid waste rate is within 10% of the average net to hauler rate when compared to the rest of Orange County agencies ≤ 10% 28.23% 29.16% 9.99%  Net to hauler rate excludes CMSD overhead and anaerobic digestion costs. It is the true cost to providing residential trash collection services. 25 | P a g e Rossmoor/Los Alamitos Area Sewer District Unavailable 29.75 24.02 17.12 16.76 16.15 15.34 15.00 14.62 13.83 13.60 12.65 12.60 11.31 10.41 10.35 10.08 9.87 9.00 8.12 7.75 6.80 6.53 6.02 0.00 4.00 8.00 12.00 16.00 20.00 24.00 28.00 32.00 Dollars Per Month2023 Orange County Residential Wastewater Rates White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Cost Effectiveness: Comparing monetary costs to quantifiable benefits Demonstrates tax funded programs and services are getting the biggest bang for its buck. Proves CMSD is spending tax payer dollars wisely. No feverous spending. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Monthly residential wastewater rate is below the average wastewater rate when compared to the rest of Orange County agencies 12.88 9.87 9.87 9.87  Surveyed rates do not include wastewater treatment costs. Some OC agencies include treatment costs in their monthly rates. Orange County Sanitation Districts charges CMSD residents separately for treatment costs. On February 28, 2022, the Board adopted a two year rate increase for 2022/23 & 2023/24. Rate remained stabilized in 2025. 55% 26 | P a g e 0 2 4 6 8 10 12 14 16 18 2021 2022 2023 2024 2025PercentageAnnual Wastewater Rate Increase is at or Below CPI CPI WW Rate 0 2 4 6 8 10 12 14 16 18 2021 2022 2023 2024 2025PercentageAnnual Wastewater Rate Increase is at or Below CPI CPI WW Rate White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Cost Effectiveness: Comparing monetary costs to quantifiable benefits Demonstrates tax funded programs and services are getting the biggest bang for its buck. Proves CMSD is spending tax payer dollars wisely. No feverous spending. Performance Measures Current Goal Outcome Trend Comments or Analysis FY 2023 FY 2024 FY 2025 Annual residential wastewater rate increase is at or below the average Consumer Price Index (CPI) yearly change in Los Angeles-Long Beach-Anaheim area 2023: ≤ 2.48% 2024: ≤ 3.40% 2025: ≤ 3.10% 17% 0% 0%  Rate increases are applied on a fiscal year basis. On February 28, 2022, the Board adopted a two-year rate increase for 2022/23 & 2023/24. It was the first-rate increase in the past five years. Rates will be stabilized through June 30, 2027. 27 | P a g e 0 2 4 6 8 10 12 14 16 2021 2022 2023 2024 2025 Annual Solid Waste Rate Increase is at or Below CPI CPI SW Rate 0 2 4 6 8 10 12 14 16 2021 2022 2023 2024 2025PercentageAnnual Solid Waste Rate Increase is at or Below CPI CPI SW Rate White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Cost Effectiveness: Comparing monetary costs to quantifiable benefits Demonstrates tax funded programs and services are getting the biggest bang for its buck. Proves CMSD is spending tax payer dollars wisely. No feverous spending. Performance Measures Current Goal Outcome Trend Comments or Analysis FY 2023 FY 2024 FY 2025 Annual solid waste rate increase is at or below the Consumer Price Index (CPI) yearly change in Los Angeles- Long Beach-Anaheim area 2023: ≤ 2.48% 2024: ≤ 3.40% 2025: ≤ 3.10% 6.0% 13.7% 9.0%  A solid waste rate study was performed in 2024. 28 | P a g e 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 2021 2022 2023 2024 2025 ≥ 15% in Total Construction Cost Using No-Dig Technology vs Remove & Replace 3rd Qtr -Jan-Sept 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 2021 2022 2023 2024 2025 ≥ 15% in Total Construction Cost Using No-Dig Technology vs Remove & Replace 3rd Qtr -Jan-Sept White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Cost Effectiveness: Comparing monetary costs to quantifiable benefits Demonstrates tax funded programs and services are getting the biggest bang for its buck. Proves CMSD is spending tax payer dollars wisely. No feverous spending. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Save an average of 15% in total construction cost of all capital improvement projects by using no- dig technology methods for replacing infrastructure. ≥ 15% NA 85% 33%  In 2025, two sewer lines at South Coast Plaza needed urgent replacement. One of the two lines was relined at $1,784 per square foot while the other line was removed and replaced at $2,366 per square foot. The relining pipeline saved the District 33% in construction costs if it was performed using traditional method of remove and replace. 29 | P a g e 65 70 75 80 85 90 95 2016 2019 2021 2023 2025 Approve the Job CMSD is Doing 65 70 75 80 85 90 95 2016 2019 2021 2023 2025 Approve the Job CMSD is Doing White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Customer Satisfaction: We will strive to achieve high customer satisfaction Achieving high customer satisfaction builds trust among constituents and the belief their government is improving the quality of life in the community. Internal high customer satisfaction builds trust and cooperation among employees Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Percentage of residents in a community wide survey indicated they approve the job CMSD is doing 90% 91% NA 90%  All citizen surveys can be found on CMSD’s website. Community wide surveys are performed biennial. In the 2025 survey. Next survey will be performed in the fall of 2027. 30 | P a g e 0 10 20 30 40 50 60 70 80 90 100 2021 2022 2023 2024 2025 % of Residents Indicating GoCMSD Effectiveness is Good or Superior 0 10 20 30 40 50 60 70 80 90 100 2021 2022 2023 2024 2025 % of Residents Indicating GoCMSD Effectiveness is Good or Superior White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Customer Satisfaction: We will strive to achieve high customer satisfaction Achieving high customer satisfaction builds trust among constituents and the belief their government is improving the quality of life in the community. Internal high customer satisfaction builds trust and cooperation among employees Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Percentage of residents corresponding in GoCMSD indicated the effectiveness of CMSD staff is Good or Superior 90% 88% 75% 75%  GoCMSD users are given surveys to gauge their satisfaction with handling of the issue that was reported. Users can rate the services as Poor, Average, Good, or Superior. The public, at times, correlates CMSD staff with CR&R staff. 31 | P a g e 0 10 20 30 40 50 60 70 80 90 100 2021 2022 2023 2024 2025 % of Residents Corresponding in GoCMSD indicated Courtesy of Staff is Good or Superior 0 10 20 30 40 50 60 70 80 90 100 2021 2022 2023 2024 2025 % of Residents Corresponding in GoCMSD indicated Courtesy of Staff is Good or Superior White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Citizen Engagement: We will actively engage with our citizens in the decision-making process and to ensure CMSD is transparent and accountable Citizen engagement promotes democracy and community building. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Percentage of employees indicated the District is a better organization than it was compared to one year ago 90% 59% 62.5% 52%  48% of employees had no opinion. No employees indicated the district is worse off than one year ago. An action plan is developed to address employee feedback from the survey. 31% more employees completed the survey in 2025 than in 2024 and in 2023. Percentage of residents corresponding in GoCMSD indicated the courtesy of CMSD staff is Good or Superior 90% 88% 83% 82%  32 | P a g e 0 5 10 15 20 25 2021 2022 2023 2024 2025 # of Days in Community Events 0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 1 0 0 0 0 0 # of Days in Community Events White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Citizen Engagement: We will actively engage with our citizens in the decision-making process and to ensure CMSD is transparent and accountable Citizen engagement promotes democracy and community building. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Number of followers/subscribers/Members: X: Facebook: Instagram: LinkedIn: Youtube Nextdoor: 250 1,000 1,000 250 100 50,000 308 943 1,260 111 34 326 1,037 1,304 129 59 343 1,041 1,356 157 73 57,609  LinkedIn and Youtube are the only outlets not meeting goal. Number of days CMSD participated in community events and hosted District events 12 11 18 20  2021 was the pandemic year. 33 | P a g e White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Citizen Engagement: We will actively engage with our citizens in the decision-making process and to ensure CMSD is transparent and accountable Citizen engagement promotes democracy and community building. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Number of engagements/Views for: X: Facebook: Instagram: LinkedIn: Youtube: NextDoor: 750 20,000 3,000 200 3,000 60,000 234 14,197 1,374 284 188,328 48,785 254 15,020 3,175 101 286,586 89,077 113 7,391 1,076 33 2,969 25,567  Engagements are down because one employee on the community outreach team is on medical leave. 34 | P a g e 0 2000 4000 6000 8000 10000 12000 2021 2022 2023 2024 2025 # of GoCMSD Subscribers 0 2000 4000 6000 8000 10000 12000 2021 2022 2023 2024 2025 # of GoCMSD Subscribers White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Citizen Engagement: We will actively engage with our citizens in the decision-making process and to ensure CMSD is transparent and accountable Citizen engagement promotes democracy and community building. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Number of subscribers to Government Outreach (GORequest Mobile) 7,000 6,434 8,114 9,684  GoCMSD is a citizen engagement tool that allows residents to submit a request via the web and mobile app. Issues go directly into the GoCMSD customer service system and are automatically delivered to the right staff person at CMSD. Additionally, subscribers receive e- mail notifications about District announcements, job openings, Board agendas, program news, and CMSD’s quarterly newsletter Number of requests entered into GoCMSD 5,000 2,469 3,557 3,880  2023 goal was 2,000. 35 | P a g e 0 20 40 60 80 100 120 140 160 180 200 2021 2022 2023 2024 2025 # of Attendees at CEPA/Eco Expo 0 20 40 60 80 100 120 140 160 180 200 2021 2022 2023 2024 2025 # of Attendees at CEPA/Eco Expo White: No outcome; Green: Outcome fully met the goal; Yellow: Outcome missed the goal, but close OR making progress to achieving the goal; Red: Clearly missed the goal OR a very bad trend;  up= trend better;  down= trend worse; ≤ is “less than or equal”; ≥ means “greater or equal” ATTRIBUTE WHY IMPORTANT? Citizen Engagement: We will actively engage with our citizens in the decision-making process and to ensure CMSD is transparent and accountable Citizen engagement promotes democracy and community building. Performance Measures Current Goal Outcome Trend Comments or Analysis CY 2023 CY 2024 CY 2025 Number of attendees at Citizen Environmental Protection Academy/Eco Expo 150 168 175 176  2025 Eco Expo is on Oct 1