Master Planning on a Budget - PNWS-AWWA

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013 Master Planning on a Budget Michelle L. Johnson, P.E. [email protected] J-U-B ENGINEERS, Inc. Coeur d’Alene, ID (208) 762-8787 Presented By:

Transcript of Master Planning on a Budget - PNWS-AWWA

Page 1: Master Planning on a Budget - PNWS-AWWA

2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Master Planning

on a Budget

Michelle L. Johnson, P.E. [email protected]

J-U-B ENGINEERS, Inc.

Coeur d’Alene, ID

(208) 762-8787

Presented By:

Page 2: Master Planning on a Budget - PNWS-AWWA

2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Overview

• What is a master plan

• Key elements of a master plan

• Ideas for streamlining your planning

process

• Questions

Page 3: Master Planning on a Budget - PNWS-AWWA

2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

What is a Master Plan?

• “A plan giving overall guidance”

• “A comprehensive long-term strategy”

• “A plan giving comprehensive guidance or

instruction”

Page 4: Master Planning on a Budget - PNWS-AWWA

2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

What is a Master Plan?

• A Master Plan can be:

– A plan for achieving a goal

– An agreement between parties

• Government, Regulatory Agencies, Rate Payers,

Engineers, Public

– A big picture look

– A long term roadmap

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Who Needs to Master Plan?

• Municipalities

• Water Districts

• Companies

• Facilities

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Why Plan at All?

• Major

infrastructure

improvements

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Why Plan at all?

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Why Plan at All?

• Financial planning

– Rates

– System Development Charges

• Training, transitions

– Communicate institutional knowledge

• Operation and maintenance

– Compile into one document

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Why Plan at All?

• Required by regulating agencies

– Dependent on location and size

• Required by funding agencies

• Required for procurement of additional water

rights

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Key Elements

• Develop review criteria

– Input from system management and operators

• Critical goals and project drivers

– Development

– System constraints

– Potential future service area

– Pubic perceptions and politics

• Identify problem areas and opportunities with

system staff

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Planning Area

• Define future planning area

– Limitations

– Realistic

– Attainable

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Population Projections

• Need to consider

– Future land use

– Expansions

– Isolated areas

– Seasonal shifts

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

System Demands and Capacity

• Evaluate current supply availability and demands

• Develop system capacity

– Specific to zone and system component

• Demand forecasting considerations

– Conservation measures

– Rate changes

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Understanding System Capacity

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Monthly Pumping: 2006 - 2011 2007 Water Pumped 2008 Water Pumped 2009 Water Pumped 2010 Water Pumped 2011 Water Pumped 2012 Water Pumped Filter Production Capacity Firm Filter Capacity

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Major Project Components

• System mapping

– GIS with consistent data

– Pipe size, material, age

• Hydraulic Modeling

– Necessary?

– Topography

– Distributed sources vs. single source

– Ability to import GIS data

– Compatibility with meter data

– Field data collection by operations staff

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

System Evaluation

• Hydraulic model

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Develop Solutions to Meet Needs

• Develop realistic criteria

• Expand the existing system or build new?

• Leave room for expansion

• Consider O&M implications

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Evaluation of Alternatives

• Regulatory Considerations

– Environmental Impacts

– Safety Impacts

– Future Regulations

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Evaluation of Alternatives

• Technical Considerations

– Evaluate potential solutions

– Process alternatives

– Site limitations

– O&M

• Financial Considerations

– Capital cost

– O&M cost

– Cost effectiveness and lifecycle costs

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Economic Evaluation

• How much detail?

• Rate and Fees or more?

• Bring capital costs to present value for

comparison

• Consider differences in O&M

• Balance system needs and funds

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Financial Analysis

• Financial

– Use existing data where you can

– Development, pre-fund or cash flow

– Funding options – format matters

• Detailed Rate Study or Cash Flow Analysis

– What rate should be?

– How do rates need to be globally adjusted to meet cash flow requirements?

– Will increase trigger a public hearing requirement?

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Capital Improvement Plan

• Programmatic schedule

– Balance costs and schedules

– Regulatory requirements

– Funding requirements and timelines

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Summary

• Understanding what you are planning for

and why

• Establishing your key goals up front

• Streamlining your planning process

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Questions?

Michelle L. Johnson [email protected]

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2013 PNWS AWWA Conference Spokane, Washington May 10, 2013

Lifecycle Considerations

• Planning periods

– Storage – 30 to 50 years

– Supply – 30 to 50 years

– Treatment – 15 to 25 years

– Distribution –50 to 100 years

• Phase Projects

– I 10 to 15 years - Size main components

– II 20 to 30 years - Expandability

– III Beyond - Future Provisions