master planning on a budget - pnws-awwa
TRANSCRIPT
![Page 1: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/1.jpg)
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](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/2.jpg)
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](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/3.jpg)
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](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/4.jpg)
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
![Page 5: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/5.jpg)
2013 PNWS AWWA Conference Spokane, Washington May 10, 2013
Who Needs to Master Plan?
• Municipalities
• Water Districts
• Companies
• Facilities
![Page 6: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/6.jpg)
2013 PNWS AWWA Conference Spokane, Washington May 10, 2013
Why Plan at All?
• Major
infrastructure
improvements
![Page 7: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/7.jpg)
2013 PNWS AWWA Conference Spokane, Washington May 10, 2013
Why Plan at all?
![Page 8: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/8.jpg)
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
![Page 9: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/9.jpg)
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
![Page 10: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/10.jpg)
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
![Page 11: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/11.jpg)
2013 PNWS AWWA Conference Spokane, Washington May 10, 2013
Planning Area
• Define future planning area
– Limitations
– Realistic
– Attainable
![Page 12: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/12.jpg)
2013 PNWS AWWA Conference Spokane, Washington May 10, 2013
Population Projections
• Need to consider
– Future land use
– Expansions
– Isolated areas
– Seasonal shifts
![Page 13: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/13.jpg)
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
![Page 14: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/14.jpg)
2013 PNWS AWWA Conference Spokane, Washington May 10, 2013
Understanding System Capacity
-
1.00
2.00
3.00
4.00
5.00
6.00
7.00
8.00
Jan
uar
y
Feb
ruar
y
Mar
ch
Ap
ril
May
Jun
e
July
Au
gust
Sep
tem
ber
Oct
ob
er
No
vem
ber
Dec
emb
er
Dai
ly F
low
(M
G)
Date
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
![Page 15: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/15.jpg)
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
![Page 16: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/16.jpg)
2013 PNWS AWWA Conference Spokane, Washington May 10, 2013
System Evaluation
• Hydraulic model
![Page 17: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/17.jpg)
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
![Page 18: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/18.jpg)
2013 PNWS AWWA Conference Spokane, Washington May 10, 2013
Evaluation of Alternatives
• Regulatory Considerations
– Environmental Impacts
– Safety Impacts
– Future Regulations
![Page 19: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/19.jpg)
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
![Page 20: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/20.jpg)
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
![Page 21: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/21.jpg)
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?
![Page 22: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/22.jpg)
2013 PNWS AWWA Conference Spokane, Washington May 10, 2013
Capital Improvement Plan
• Programmatic schedule
– Balance costs and schedules
– Regulatory requirements
– Funding requirements and timelines
![Page 23: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/23.jpg)
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
![Page 24: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/24.jpg)
2013 PNWS AWWA Conference Spokane, Washington May 10, 2013
Questions?
Michelle L. Johnson [email protected]
![Page 25: Master Planning on a Budget - PNWS-AWWA](https://reader031.vdocuments.mx/reader031/viewer/2022020707/61ffa62d6b3bac1f9129b90c/html5/thumbnails/25.jpg)
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