SDWIS Prime Overview for State Drinking Water Administrators

SDWIS Prime Overview for State Drinking Water Administrators October 12, 2017 1 pm-2 pm

Timeline Prime v 0. 8 (Sept 2017) Prime v 1. 0 (March 2018) Prime Pilot Phase (April - summer, 2018) Prime Adoption Phase 2

SDWIS Prime User Interface Development Schedule 3 *Percentages represent story points completed development and validated by EPA versus story points planned.

SDWIS Prime Interfacing Application Needs, Business Rules Engine Validation, and UAT Schedules 4

v 0. 8 Functionality – Water System Inventory • Record and maintain information about the water systems for each primacy agency • Interactive tree structure for navigating water system inventory hierarchy • Primacy Agency can add custom fields at the water system and water system/facility levels • Default inventory summary view in the task area 5

Custom Fields Functionality 6

Custom Fields Functionality 7

Custom Fields Functionality 8

v 0. 8 Functionality – Legal Entities Search and maintain information about individuals, government agencies, and private organizations involved in the primacy agency's drinking water program • Maintain legal entity association with water systems and other legal entities • Record multiple addresses, phones and email – Pick a primary address , phone, or email for each association – • Lab management Contact information – Laboratory certifications – § Methods and analytes approved 9

Individual Management in Legal Entities Module 10

Individual Management in Legal Entities Module 11

Individual Contact View in Water System Module 12

Individual Contact Link Management in Water System Module 13

v 0. 8 Functionality – Monitoring Schedules • Record and maintain monitoring schedules constituting monitoring requirements per National Drinking Water Regulations • "Quick view” of attached sample data from schedule view – Filter sample result from 1 to 5 or all previous sample periods • Identifies the type of routine schedule Initial, Base, Increased, Waivered, etc. – Snapshot of source/contaminant status – • Business Rules Engine (BRE) suggested schedules Major inventory changes – Triggered events (Repeat, Next Month Additional, GWR Triggered source, etc. ) – 14

Quick View Functionality 15

Quick View Functionality 16

Quick View Functionality 17

v 0. 8 Functionality - Violations • Record and maintain violations resulting from non- compliance with the National Drinking Water Regulations. – View/process individually within or across a selected set of water systems • Bulk processing of violations • Tracking of changes in violation status – System tracks date/time violation returned to compliance; augments SOX/EOX enforcement codes § Future reporting requirements may involve reporting violation status change dates 18

Violation Management – Water System Module 19

Violation Management – Water System Module 20

Violation Management – Water System Module 21

Violation Management – Global Management 22

Violation Management – Global Management 23

v 0. 8 Testing Approach – Test Data Set • States uploaded data for up to 40 active Public Water Systems – CWS, NTNC, and TNC types • Different source water and treatment types • Varying compliance histories – At least one water system with a poor compliance record • Systems must have been reported to EPA through the quarterly reporting process and records exist in the SDWIS Fed Data Warehouse 24

Dates for Version 0. 8 Data Load and Testing Date(s) Testing Activity Oct 16 - 27 Primacy Agencies confirm or set up CDX Test account credentials for accessing SDWIS Prime in the EPA test environment Oct 23 -25 Kick off webinars/demos; Oct 30 -Nov 9 Inventory, population served and sampling points data load; testers look at derived inventory values and edit candidate monitoring schedules Nov 13 -17 Webinar/demo for sample load testing; load and test 2014 and 2015 sample data Nov 20 -24 Week of Thanksgiving (no data loading or webinar, but testing can continue) Nov 27 -Dec 1 Webinar/demo for sample load testing; load and test 2016 and Jan-April 2017 sample data Dec 4 -8 Webinar/demo for sample load testing; load and test May & June & July 2017 sample data Dec 13 Testing end date; Feedback collection end date

v 1. 0 Remaining Functionality Anticipated • Remaining drinking water rules Surface Water Treatment Rules – Disinfectants and Disinfection Byproduct Rules – Source Chemistries (IOC, VOC, SOC, RAD. Etc. ) – • Scheduled activity management Public Notice – Consumer Confidence Report – Parts of RTCR management – 26

v 1. 0 Remaining Functionality Anticipated, cont. • Sanitary Survey Management • Level 1 & 2 Assessment Management • Deficiency Management (corrective action plans) • Enforcement Management • User Role Management • Samples Management • System and security administration • Configuration assistance spreadsheet 27

v 1. 0 State Data Exchange Solutions • Ability for Primacy Agency data access as well as the ability for interfacing applications (billing, permitting, sanitary survey tools, operator certification) to incorporate data from Prime. EPA provided suite of API web services for state application access of state data in SDWIS Prime (APIs for data upload will also be available) – EPA provided SDWIS Prime / SDWIS State data mapping and support to enable Primacy Agencies to have access to their Prime data in a format suitable for use in their local replication data repositories (which can be created by isolating the data table structure out of SDWIS State) – • Bulk data upload capabilities -The ability to add/edit multiple records at once from an external data source. Replaces functionality from XML Sampling and Migration To State. 28

Interfacing Applications Data Exchange Solutions 29

V 1. 0 Pilot Phase (April – Summer ‘ 18) • AL, IN, LA, NH, OR, UT & EPA Region 7 • Migrate data and users to SDWIS Prime – Evaluate and improve migration process and tools – Evaluate and improve user training/documentation • Pilots parallel run SDWIS Prime with their legacy system – “Shake down” the new system and identify/correct latent software issues – Test quarterly reporting processes, extend usage • Cutover to SDWIS Prime, retire legacy system • Other primacy agencies can experience Prime using the testing environment 30

v 1. 0 Prime Transition and Adoption Phase • Period of time when primacy agencies are shifting from legacy systems (SDWIS State and others) to SDWIS Prime • Primacy agencies that haven’t yet moved to Prime can use the test environment to: – Become familiar with the system and evaluate impacts on business processes – Try different system settings in the test environment – Carryout test data migrations – Evaluate data exchanges with interfacing applications 31

v 1. 0 Prime Transition Support • SDWIS Prime Transition Plan template (https: //sdwis- prime. zendesk. com/hc/en-us/articles/115011901208 -SDWIS-Prime. Transition-Plan-Template) – Includes a work breakdown structure for detailed planning – For questions, contact Towana Dorsey (Dorsey. Towana@epa. gov) • Primacy agency funded assistance using an EPA contract – For questions, contact Trang Le (Le. Trang@epa. gov) – Available for transitioning to SDWIS Prime and CMDP 32

v 1. 0 Prime Transition Support – Contractor Assistance • Potential funding sources: – Exchange Network grants – Public Water System Supervision (PWSS) grant program – Drinking Water State Revolving Fund set-asides • 6 -8 month lead time for developing and processing a task order • Consider using if, after reviewing the transition planning template, you determine that you do not have personnel resources to complete transition activities 33

Transition Dates • So far, received responses from 23 states, 7 EPA Regions – 6 states, and 5 EPA Regions specified a preferred month in 2018 for transition to Prime • If you haven’t done so, please provide to Towana (Dorsey. Towana@epa. gov): – Name, phone number and email address of the point of contact for your Prime transition – Preferred month and year you would like to start your transition (beginning fall 2018) • EPA will follow up with Primacy Agencies in early 2018 to update and draft a transition schedule 34