Master Planning on a Budget - PNWS-AWWA
Transcript of 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:
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
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”
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
2013 PNWS AWWA Conference Spokane, Washington May 10, 2013
Who Needs to Master Plan?
• Municipalities
• Water Districts
• Companies
• Facilities
2013 PNWS AWWA Conference Spokane, Washington May 10, 2013
Why Plan at All?
• Major
infrastructure
improvements
2013 PNWS AWWA Conference Spokane, Washington May 10, 2013
Why Plan at all?
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
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
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
2013 PNWS AWWA Conference Spokane, Washington May 10, 2013
Planning Area
• Define future planning area
– Limitations
– Realistic
– Attainable
2013 PNWS AWWA Conference Spokane, Washington May 10, 2013
Population Projections
• Need to consider
– Future land use
– Expansions
– Isolated areas
– Seasonal shifts
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
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
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
2013 PNWS AWWA Conference Spokane, Washington May 10, 2013
System Evaluation
• Hydraulic model
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
2013 PNWS AWWA Conference Spokane, Washington May 10, 2013
Evaluation of Alternatives
• Regulatory Considerations
– Environmental Impacts
– Safety Impacts
– Future Regulations
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
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
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?
2013 PNWS AWWA Conference Spokane, Washington May 10, 2013
Capital Improvement Plan
• Programmatic schedule
– Balance costs and schedules
– Regulatory requirements
– Funding requirements and timelines
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
2013 PNWS AWWA Conference Spokane, Washington May 10, 2013
Questions?
Michelle L. Johnson [email protected]
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