effectively managing your water system project rural community assistance partnership practical...
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Effectively ManagingYour Water System Project
Rural Community Assistance PartnershipPractical solutions for improving rural communities
© 2012 All rights reserved. Rural Community Assistance Partnership, Inc. This presentation may not be used in any for-profit venture without permission from RCAP, Inc.
Western RCAP
Rural Community
Assistance Corporation
(916) 447-2854
www.rcac.org
Midwest RCAP
Midwest Assistance Program
(952) 758-4334
www.map-inc.org
Southern RCAP
Community Resource Group
(479) 443-2700
www.crg.org
Northeast RCAP
RCAP Solutions
(800) 488-1969
www.rcapsolutions.org
Great Lakes RCAP
WSOS Community
Action Commission
(800) 775-9767
www.glrcap.org
Southeast RCAP
Southeast Rural Community
Assistance Project
(866) 928-3731
www.southeastrcap.org
Rural
RCAP National Office
1701 K St. NW, Suite 700
Washington, DC 20006
(800) 321-7227
www.rcap.org | [email protected]
Community Assistance
Practical solutions for improving rural communities
Partnership
This training was created by
Introduction
This training module will enable you to:
identify and list anticipated tasks of managing a project prior to beginning a water-treatment project
demonstrate and develop confidence to successfully manage a water project
explain concepts and terms associated with the management of a water-treatment project
identify common challenges associated with managing a water-treatment project
During this training module, we’ll be describing:
what to expect before starting a project
the general process of managing a project
how to avoid some of the common pitfalls and problems while managing a project
Introduction
Smallville doesn’t currently have a public water system to provide water to its residents. The residents currently obtain water through private wells.
There is little point in building a water system just for the sake of it. Smallville needs to determine if there is a genuine need for a public water system.
Smallville needs water!
Polluted groundwater/wells
Other quality or quantity issues
Poor fire service from existing sources
Promotion of growth
Consumers’ complaints
Why build a water system?
Rural CommunityAssistancePartnership (RCAP)
Primacy agencycapacity-developmentprograms
Primacy agency complianceassistance staff
Rural Water Associations Primacy agency engineering services programs University environmental training programs
Technical assistance providers
Your system’s business plan must: identify the water-supply needs of the area identify alternatives to address those needs evaluate the alternatives recommend a specific alternative identify how the organization that will implement that
alternative will be structured and operate demonstrate that the operation of the proposed
alternative will be financially viable for a period of at least five years
Business plan
Your business plan must contain a facilities plan:
an assessment of the currentand future water-supply needs
a description of alternatives with both construction and operatingcosts and a rationale for the approach
Facilities plan
Your business plan must contain a management plan:
documentation that the applicant has the legal right and authority to construct, operate, and maintain the system
a management and administrative plan
an operation and maintenance plan
Management plan
Your business plan must contain a financial plan:
Projections and assurances
that the system’s revenues and
cash flow will be sufficient for
meeting the costs of
construction, operation and
maintenance for at least five
full years from initiation of operations
Financial plan
The feasibility study is an engineering report that addresses: source treatment type distribution system construction, operations and maintenance and other
costs customer base capacity vs. need/demand
Feasibility study
Begin by sending a request for proposals (RFP) toengineering firms.
Interested firms will respond tothe RFP, and you will need tointerview your top choices.
Engineering services may notneed to be bid competitively.
Ask questions related to yourstudy and to the firm’s pastwork history.
Hiring an engineer
1. Every proposed water system must complete a _____ _____ as a requirement of the permitting process.
2. Polluted _____ is a good justification for further investigating the need for a public water system.
3. If you qualify, you may be able to receive low- or no-cost assistance with managing the project from a _____ _____ provider.
Exercise #1
4. A business plan contains three main sections: the _____ plan, the _____ plan, and the _____ plan.
5. RFP stands for ______ _____ _____.
6. _____ surveys may be required by some funding sources.
Exercise #1 (continued)
Issue an RFP for design. Interview engineers and choose one. Finalize feasibility study:
– source– treatment type– distribution system– customer base– capacity– costs– O&M requirements
System design
System designs must be submitted and approved by your state’s primacy agency.
System designs must be accompanied by the business plan.
Protect your system: Make sure your system owns its design drawings.
Get design approved
Construction will be bid competitively– Fair and competitive bidding process– Avoids conflict of interest and legal complications
Change orders in writing, approved by board
Excessive cost changes may be re-bid
Timely inspections and corrections
System construction
Office and equipment– Computers– Furniture– Software
Staff– Operators– O&M– Office help
Start-up considerations
Tap fees for connection
Rate structure– Flat rate: A set amount
paid monthly, quarterly or
annually– Charge based on amount
of water used
Structuring rates
1. Change orders should always be in _____ form.
2. It is important to specify the ____ of the design drawings.
3. The construction of the water system will have to be _____ competitively; there are extensive requirements associated with this process.
Exercise #2
4. You want to make certain you receive the _____ drawings following construction.
5. The fee paid by customers when first connecting to the system is the ___ ___.
6. It is critical to keep a close eye on your _____ at start-up, or you may wind up with cash flow problems.
Exercise #2 (continued)
Project management is a complex process that follows a general order.
Board members and personnel of water systems can avoid a painful learning curve by being familiar with the project-management process and knowing what to expect.
This familiarity can result in avoidance of problems and cost overruns throughout the project.
You aren’t on your own. Technical assistance providers, consultants, and engineers can help you through the process.
Summary
For more help
Get RCAP’s comprehensive guide on constructing and developing water and wastewater infrastructure.
66 pages of how-tos and tips for a successful project.
Find it online at www.rcap.org/commpubs
Also on that page, find other RCAP guides on other topics mentioned in this training module.