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Water Master Planning

Guidelines Outline

Prepared by: The Georgia Association of Water Professionals Integrated Master Planning Committee

December 2015

WATER MASTER PLANNING GUIDELINES OUTLINE

Prepared by the Integrated Master Planning Committee | December 2015 i

Acknowledgements

The Georgia Association of Water Professionals Integrated Master Planning Committee was established

in December 2009. The purpose of the Master Planning Committee is to identify, discuss, and promote

approaches to sustainable water resources master planning efforts.

The Master Planning Committee developed this Water Master Planning Guidelines Outline to be used in

conjunction with the Best Practice Master Planning Guidelines & Resources Document, and to help users

organize their thoughts and approaches to master planning by showing a wide range of topics that may

be included in a typical water master plan. The following individuals contributed to the development of

this outline:

Jerri Russell

Patrick Kelley

Rachel Jones

Rita Neely


Prepared by the Integrated Master Planning Committee | December 2015 ii

Disclaimer

The Outline can be used as the basis of a report, or to help create an RFP. However, it is very important

to understand several assumptions when reviewing either the Outline or the larger Guidelines, as

follows:

The master planning process described is generalized and one size doesn’t fit all. Utilities in Georgia take many different organizational forms, not only in the service types they provide (water, wastewater, and/or stormwater), but also in their jurisdictions and forms of governance.

Parts of the process may apply to your utility, other parts may not. The Committee’s intent is to offer a buffet of master planning practices, so please feel free to pick and choose the ones applicable to your needs.

Nothing in these documents should be assumed to have any regulatory intent or to specify any standards. The Guidelines and Outline are offered for information only, with the hope of improving the practice and efficacy of master planning in water-related fields.

Neither the Georgia Association of Water Professionals nor the Integrated Master Planning Committee or any of its members is liable for use or misuse of the Water Master Planning Guidelines Outline or the Best Practice Master Planning Guidelines and Resources Document.

The Water Master Planning Guidelines Outline is not copyrighted, but if quoting, users agree to credit and give reference to the Georgia Association of Water Professionals.


Prepared by the Integrated Master Planning Committee | December 2015 1

Using GAWP’s Water Master Plan Guidelines Outline

Document

Introduction

After release of the Best Practice Master Planning Guidelines & Resources Document (Guidelines) in

2011, the Integrated Master Planning Committee received numerous requests from the Georgia

Association of Water Professionals (GAWP) community to develop a template for a Water Master Plan.

The Committee felt that an augmented Outline might enhance the Guidelines by distilling the most

important aspects of the Master Planning process. The Outline is intended to be used in conjunction

with the original Guidelines, and to help users organize their thoughts and approaches to master

planning by showing a wide range of topics that may be included in a typical water master plan.

How the Outline Works

There are both Adobe Acrobat (PDF) and Microsoft Excel versions of the Water Master Plan Outline. The

PDF version keeps the Outline in its original version and is easy to search with the PDF search function.

The Excel version allows the user to cut and paste from the spreadsheet to create custom outlines, and

has the most user-friendly hyperlinks.

The Outline document spreadsheet version contains hyperlinks to quickly move from one part of the

document to another section. These hyperlinks are formatted as red, underlined text (e.g., Info, Find,

and Table).

When you click on an Info or Table link, the link takes you to the Additional Information or to a Table

tab, which include additional information for the line items in the Outline. In the Excel version of the

Outline, the Info link takes you to a specific line item on the Additional Information tab and highlights

the line item to make it easy to find. To return from the Additional Information line item, click on the

Find link. The Find link will return you to the location in the Outline associated with the Additional

Information.

In the PDF version, the embedded hyperlinks typically are nonfunctional. However, the user can utilize

the search feature in the PDF viewer to quickly locate and cross reference the desired information

between the outline and the tables.

Current versions of this and related master planning documents can be found on the GAWP Technical

Resources Page, accessed at http://gawp.org/

The Integrated Master Planning Committee hopes that this document is useful to you. Please feel free

to contact the committee chairperson through the GAWP Integrated Master Planning Committee web

page (www.gawp.org) if you have questions or feedback, or desire more information about the

Integrated Master Planning Committee.

http://gawp.org/

http://www.gawp.org/

A Acknowledgements

B Executive Summary

B.1 Purpose and Basis of Plan

B.2 Objectives

B.3 Conclusions

1.0 Introduction

1.1 Background Info

1.2 System Overview Info

1.3 System History and Background1.3.1 Historical Formation of Systems Info

1.3.2 Previous Studies Info

1.4 Study Objectives

1.5 Scope of Work1.5.1 Systems Evaluated Info

1.5.2 System Integration Info

1.5.3 Work Performed Info

1.5.4 Stakeholders Info

1.5.5 Plan Development & Approval Info

1.5.6 Report Organization Info

2.0 Existing System Description

2.1 Drinking Water System2.1.1 Geographical Location

2.1.2 Service Area Info

2.1.3 Key Historical Information

2.1.4 Water Supply• Groundwater Supply Info• Surface Water Supply Info

2.1.5 Groundwater System • Wells Info• Pumps & Tanks Info• Piping Info• Treatment Info

2.1.6 Raw Water System • Intakes Info• Pump Stations & Tanks Info• Reservoirs Info• Piping Info

2.1.7 Water Treatment Plants• Treatment Plant Attributes Info

2.1.8 Distribution System• Piping Info• Pressure Zones Info• Pump Stations & Tanks Info• Treatment Info

Water Master Plan Outline

2.1.9 Administrative/Support Facilities Info

3.0 Regulatory, Legal, and Compliance Drivers Info

4.0 Population and Demand Projections

4.1 Population Projections4.1.1 Source Data Info

4.1.2 Population Projection Method Info

4.1.3 Population Projection Results Info

4.2 Additional Projection Categories Info

4.2.1 Source Data Info

4.2.2 Projection Method

4.2.3 Projection Results Info

4.3 Water Demand Projections4.3.1 Current Demand

• Current Per Capita Demand Info• Indoor/Outdoor Water Use Info• Non-Revenue Water • Drought Management• Peaking Factors

4.3.2 Future Demand• Future Per Capita Demand Info• Indoor/Outdoor Water Use Info• Non-Revenue Water • Water Demand Program Impact Info• Drought Management• Peaking Factors

4.3.3 Assessment of Available Supply• Existing Supply• Future Supply

5.0 Long-Term Water System Plan

5.1 Overall Approach to Developing the Long-Term Water System Plan

5.2 Infrastructure Assessment5.2.1 Groundwater System Assessment

• Evaluation Criteria Info

• Overview of Analysis

• Summary of Findings

• Assessment of Alternatives Info

• Recommended Improvements Info

5.2.2 Raw Water System Assessment• Modeling Info• Evaluation Criteria Info Table• Overview of Analysis• Summary of Findings• Assessment of Alternatives Info• Recommended Improvements Info

5.2.3 Drinking Water Treatment Plant Assessment• Hydraulic and Process Modeling Info• Evaluation Criteria Info Table• Overview of Analysis• Summary of Findings• Assessment of Alternatives Info• Recommended Improvements Info

5.2.4 Distribution System Assessment

• Modeling Info• Evaluation Criteria Info• Overview of Analysis• Summary of Findings• Assessment of Alternatives Info• Recommended Improvements Info

5.2.5 Administrative/Maintenance Facilities• Evaluation Criteria Info• Overview of Analysis• Summary of Findings• Assessment of Alternatives Info• Recommended Improvements Info

5.3 Programs, Tools, and Technology Assessment5.3.1 Programs Table

5.3.2 Tools Table

5.3.3 Technology Info

5.4 Long-Term Water Implementation Plan5.4.1 Project Definition Info

5.4.2 Project Costing Info

5.4.3 Staffing Requirements Info

5.4.4 Project Prioritization Info

5.4.5 Project Sequencing Info

5.4.6 Project Financing Info

5.4.7 Recommended Water Implementation Plan Info

5.4.8 Customer Requirements & Impacts Info

6.0 Comprehensive Watershed Master Plan Development

6.1 Integration of System Plans Info

6.1.1 Basis for Integration of Plans Info

6.1.2 Recommended Integrated Implementation Plan Info

6.1.3 Customer Requirements & Impacts Info

6.2 Core Support Team Info

6.3 Stakeholder Development Info

6.4 Watershed Master Planning Review and Update Processes Info Table

Appendices

Appendix A Fact Sheets Info

Appendix B Cost Templates

Appendix C Master Planning Processes

1.1 Background Find Discuss drivers behind the plan

1.2 System Overview FindProvide a brief description of the system(s) for which the master plan is being developed which is sufficient to provide the context for the remainder of the background section

1.3.1 Historical Formation of Systems FindProvide historical information pertinent to the development of the plan, e.g. items that provide insight regarding system layout, system condition, analysis performed as part of master planning, etc.

1.3.2 Previous Studies FindDescribe previous master plan studies and background reports that impact the current master planning process

1.5.1 Systems Evaluated FindIdentify the system(s) evaluated as part of the master planning process (e.g. water, wastewater, stormwater, IT, etc.)

1.5.2 System Integration FindIdentify other master plans being developed by the organization (e.g. water, wastewater, stormwater, IT, etc.) including a description of how the plans relate to one another, and how the related portions of the plan were coordinated

1.5.3 Work Performed Find Provide an overview of the planning activities included in the development of the master plan

1.5.4 Stakeholders FindIdentify the key agencies, organizations, departments and individuals (e.g. Public Works, IT, Purchasing, Fire, Planning District, EPD) with whom master planning activities will be coordinated, including the items of concern and the methods of coordination

1.5.5 Plan Development & Approval Find Provide an overview of the processes used to develop, approve and adopt the master plan

1.5.6 Report Organization Find Provide an overview of the contents and organization of the master plan report

2.1.2 Service Area Find

Provide a general description of the service area including size, boundaries, and areas where retail and wholesale service is provided. A map is typically very helpful. Include key information for major contracts (e.g. wholesale, commercial) that are of a size or nature pertinent to planning activities, including information such as customer name, contracted supply, date of agreement, and agreement expiration date

2.1.4 Groundwater Supply FindInformation often includes a description of the aquifer system from which water is being withdrawn, including the names, types, and static elevations of the aquifers; aquifer connectivity; permitted usage; and other issues associated with aquifer yield and water quality, including saltwater intrusion

2.1.4 Surface Water Supply FindInformation often includes a description of the surface water features from which water is being withdrawn, including the names and types of features; permitted usage; and other issues associated with water supply and water quality

2.1.5 Groundwater System -- Wells FindInformation often includes the location, number, size, and capacity of wells (A map and summary table may be helpful)

2.1.5 Groundwater System -- Pumps & Tanks FindFor pump stations or tanks not associated with an individual well, information often includes facility name, location, the number and capacity of pumps at each pump station; and the number and volume of storage tanks at each facility (Maps, schematics and summary tables may be useful)

2.1.5 Groundwater System -- Piping FindFor major water mains within the groundwater piping network (i.e. piping between the wells and the point of connection with the surface water supply and/or distribution system), information may include a summary of pipe length, material type, age, and size

2.1.5 Groundwater System --Treatment FindInformation often includes applicable groundwater treatment processes (e.g. disinfection, taste and odor control, corrosion protection, fluoride addition, etc.)

2.1.6 Raw Water System -- Intakes FindInformation frequently includes location, permitted capacity and treatment (if applicable) that occurs at each intake (A map or schematic may be helpful)

2.1.6Raw Water System -- Pump Stations & Tanks

FindInformation often includes facility name; location; the number and capacity of pumps at each pump station; and the number and volume of storage tanks at each facility (Maps, schematics and summary tables may be useful)

2.1.6 Raw Water System -- Reservoirs FindInformation frequently includes a summary of the number of reservoirs; including the name, location, and storage volume of each reservoir (A map or schematic may be helpful)

2.1.6 Raw Water System -- Piping FindInformation often includes a summary of the pipe length, material type, age, and size of major raw water mains

2.1.7 Treatment Plant Attributes Find

Information often provides a summary of the number of water treatment plants; including the name, location, permitted peak day capacity, and treatment and solids handling processes utilized at each plant. Key features of the treatment processes (e.g. process unit size, treatment capacity, etc.), as well as the original date of facility construction and major facility expansions, are frequently included (Maps, schematics, and summary tables are often helpful)Refer to Table 1 for a list of typical treatment process

ADDITIONAL INFORMATION


2.1.8 Distribution System -- Piping FindInformation often includes a summary of total pipe length, material type, age and size (Frequently summarized in tables)

2.1.8 Distribution System -- Pressure Zones FindInformation frequently includes the name, location, and pressure of each pressure zone; as well as a summary of the tanks, pump stations, and pressure reducing valves (PRV's) serving each zone (Maps and summary tables are often helpful)

2.1.8Distribution System -- Pump Stations & Tanks

FindInformation often includes a summary of the number of pump stations and storage tanks within the system; the name and location of each facility; the number and capacity of pumps at each pump station; and the number, type, and volume of storage tanks at each facility (Maps and summary tables are often helpful)

2.1.8 Distribution System -- Treatment FindWhen applicable, information often includes supplemental water treatment which occurs within the distribution system (e.g. chlorine booster pumps)

2.1.9 Administrative/Support Facilities Find

Typical administrative/support facilities include office space, warehouses, storage yards, maintenance facilities, training facilities, etc. The name, location, and functional use of administrative/support facilities which are not included in Sections 2.1.5 through 2.1.8 may be identified, especially if there are significant upgrades being made to the facilities, or the facilities otherwise impact master planning (A map may be helpful)

3.0 Regulatory, Legal, and Compliance Drivers Find

Key items to consider include regulatory, permit, audit, legal, contractual, and compliance requirements. Legal matters include contract requirements (e.g. wholesale water required to be supplied), consent decrees, consent orders, settlements, etc. Compliance requirements for water supply, treatment, distribution and all supporting functions should be considered. Examples include source protection, water quality, system redundancy, drought management, water conservation, water loss reduction, waste management, erosion/sedimentation control, air emissions, safety, security, billing, finance, etc.

4.1.1 Population Projections -- Source Data Find

Information useful in evaluating economic growth and development is often available from federal, state and local planning agencies and governments. Examples include census data, Georgia’s State Water Plan, Georgia’s Regional Water Plans, projections developed by the Georgia Governor's Office of Planning and Budget (OPB), projections developed by the Atlanta Regional Commission, and comprehensive development plans

4.1.2 Population Projection Method FindWater demand is frequently based on population projections. Common population projection methods include simple extrapolation, complex extrapolation, cohort component methods, and structural models

4.1.3 Population Projection Results FindBy their nature projections are approximate. As such, it may be useful to present a range of projection results (i.e. high, medium, and low). Given the uncertainty of projections, thought should be given as to how growth and demand will be monitored to facilitate the ongoing evaluation of when projects are needed

4.2 Additional Projection Categories FindAlthough water demand is frequently based on population projections, it may be beneficial for organizations that have a high degree of commercial, industrial, government, wholesale, or agricultural water to make separate projections for non-residential categories

4.2.1Additional Projection Categories -- Source Data

Find

Information useful in evaluating economic growth and development is often available from federal, state and local planning agencies, local and regional economic development authorities, industrial development authorities, and local governments. Examples include census data, Georgia’s State Water Plan, Georgia’s Regional Water Plans, projections developed by the Georgia Governor's Office of Planning and Budget (OPB), projections developed by the Atlanta Regional Commission, and comprehensive development plans

4.2.3Additional Projection Categories -- Projection Results

FindBy their nature projections are approximate. As such it may be useful to present a range of projection results (i.e. high, medium, and low). Given the uncertainty of projections, thought should be given to how growth and demand will be monitored to facilitate the ongoing evaluation of when projects are needed

4.3.1 Current Per Capita Demand Find

All classes of water demand including residential, commercial, industrial, government, wholesale, non-revenue, and agricultural, are frequently rolled up into a per capita demand number. For organizations where a significant component of the water demand is non-residential, it may be worth the effort to project and track water demand in more than one category

4.3.1 Current Indoor/Outdoor Water Use FindSeparating water usage into indoor and outdoor water provides insight with respect to seasonal peaks, potential water savings associated with watering restrictions, and return flow

4.3.2 Future Per Capita Demand Find

All classes of water demand including residential, commercial, industrial, government, wholesale, non-revenue, and agricultural, are frequently rolled up into a per capita demand number. For organizations where a significant component of the water demand is non-residential, it may be worth the effort to project and track water demand in more than one category


4.3.2 Future Indoor/Outdoor Water Use FindSeparating water usage into indoor and outdoor water provides insight with respect to seasonal peaks, potential water savings associated with watering restrictions, and return flow

4.3.2 Water Demand Program Impact FindThe impacts of water conservation, drought management, non-revenue water reduction, and energy management programs may significantly impact water demand

5.2.1 Groundwater System -- Evaluation Criteria Find

Evaluation criteria frequently include aquifer yield, required supply, hydraulic capacity (wells, pumps and pipes), storage, treatment, infrastructure condition, and the need for operational and sustainability improvements. Operational improvements frequently address safety, security, reliability, redundancy, efficiency and cost-saving measures, including technology upgrades. Sustainability improvements frequently address energy, water usage, and water loss reduction

5.2.1Groundwater System -- Assessment of Alternatives

Find

An assessment of alternatives generally includes project definition, cost-benefit analysis, and some form of schedule analysis. Additional accuracy and insight can be gained through the use of life-cycle costing; risk assessment; consideration of project impacts on staff; consideration of cost allocation; and a more detailed analysis of project schedules which consider project length, timing and sequencing. Life-cycle costing includes the full cost of an improvement including capital costs, maintenance costs, operational costs and asset replacement. Cost allocation considers the impacts of policies and projects on various customer classes, i.e. wholesale vs. retail, commercial vs. residential, etc.

5.2.1Groundwater System -- Recommended Improvements

FindTypical groundwater system improvements include the addition of wells; capacity, treatment, operational, and sustainability improvements; and facility renewal and replacement

5.2.2. Raw Water System -- Modeling FindRaw water system modeling may be performed to assess the performance of the raw water system under various demand scenarios using various project alternatives

5.2.2. Raw Water System -- Evaluation Criteria Find

Evaluation criteria frequently include hydraulic capacity (intakes, pumps and pipes), storage, treatment, infrastructure condition, and the need for operational and sustainability improvements. Operational improvements frequently address safety, security, reliability, redundancy, efficiency and cost-saving measures, including technology upgrades. Sustainability improvements frequently address energy, water usage, and water loss reduction

5.2.2.Raw Water System -- Assessment of Alternatives

Find

An assessment of alternatives generally includes project definition, cost-benefit analysis, and some form of schedule analysis. Additional accuracy and insight can be gained through the use of life-cycle costing; risk assessment; consideration of project impacts on staff; consideration of cost allocation; and a more detailed analysis of project schedules which consider project length, timing and sequencing. Life-cycle costing includes the full cost of an improvement including capital costs, maintenance costs, operational costs and asset replacement Cost allocation considers the impacts of policies and projects on various customer classes, i.e. wholesale vs. retail, commercial vs. residential, etc.

5.2.2.Raw Water System -- Recommended Improvements

FindTypical raw water system improvements include sediment removal; capacity, treatment, operational, and sustainability improvements; and facility renewal and replacement

5.2.3Water Treatment Plant -- Hydraulic and Process Modeling

FindHydraulic and process modeling is useful to assess the performance of water treatment plants under various demand and treatment scenarios using various project alternatives. Model development and calibration may be required to perform water treatment analysis

5.2.3 Water Treatment Plant -- Evaluation Criteria Find

Evaluation criteria frequently include hydraulic and process capacity (including requirements for all supporting systems); treatment; storage; infrastructure condition; and the need for operational and sustainability improvements. Operational improvements frequently address safety, security, reliability, redundancy, efficiency and cost-saving measures, including technology upgrades. Sustainability improvements frequently address energy, water usage, and water loss reductionRefer to Table for a list of typical treatment process

5.2.3Water Treatment Plant -- Assessment of Alternatives

Find


5.2.3Water Treatment Plant -- Recommended Improvements

FindTypical water treatment system improvements include increased treatment levels, hydraulic and process capacity upgrades; electrical upgrades; operational and sustainability improvements; and facility renewal and replacement

5.2.4 Distribution System -- Modeling FindDistribution system modeling is typically required to assess the performance of the distribution system under various demand scenarios using various project alternatives. Model development and calibration, is frequently included as part of master planning


5.2.4 Distribution System -- Evaluation Criteria Find

Evaluation criteria frequently include pipe capacity, pressure, head loss, and velocity; pumping capacity; storage; pressure regulation; infrastructure condition; and operational and sustainability improvements. Water quality and water age may also be evaluated along with the effectiveness of system controls. Operational improvements frequently address safety, security, reliability, redundancy, efficiency and cost-saving measures, including technology upgrades. Sustainability improvements frequently address energy, water usage, and water loss reduction

5.2.4Distribution System -- Assessment of Alternatives

Find


5.2.4Distribution System -- Recommended Improvements

FindTypical distribution system improvements include capacity improvements (piping, equipment and storage); system renewal and replacement (piping, equipment, storage, valves, meters, and fire hydrants); pressure zone modifications; and operational and sustainability improvements

5.2.5Administrative/Maintenance Facilities -- Evaluation Criteria

FindEvaluation criteria frequently include space requirements for staff, vehicles, equipment and new programs; as well the need for operational and sustainability improvements. Operational improvements frequently address safety, security, reliability, redundancy, efficiency and cost-saving measures, including technology upgrades. Sustainability improvements frequently address energy, water usage, and water loss reduction

5.2.5Administrative/Maintenance Facilities -- Assessment of Alternatives

Find


5.2.5Administrative/Maintenance Facilities -- Recommended Improvements

FindTypical administration/maintenance facility improvements include new facilities to house staff, vehicles and materials; facility renewal; equipment upgrades; and operational and sustainability improvements

5.3.3 Technology Find Includes the development, support, and maintenance of all technology systems, including system integration

5.4.1 Project Definition FindInformation typically includes a description of the programs, projects, and tools to be included in the master plan. Information for key projects is often presented in the narrative with a Project Fact Sheet for every project being included in an appendix

5.4.2 Project Costing FindInformation often includes a description of the standard methods used to cost projects. Cost templates, if used, are generally included in an appendix

5.4.3 Staffing Requirements Find

Information includes significant changes in staff that are required to develop a project or implement a program. Typically staffing only becomes a consideration when a program or project requires extensive use of in-house crews or staff, however, the need to provide in-house project management, inspection, and general support, should not be overlooked

5.4.4 Project Prioritization Find Information includes a description of the methods used for prioritizing the projects, programs and tools

5.4.5 Project Sequencing FindInformation includes a description of key conditions and/or sequencing requirements that impact the timing of projects

5.4.6 Project Financing FindInformation typically includes a summary of the funding available for financing the programs, projects, and tools included in the master plan. An overview of key funding considerations and requirements may also be provided

5.4.7 Recommended Water Implementation Plan FindInformation typically includes a prioritized list of projects, programs, and tools that have been sequenced with one another and aligned with available funding and staffing. This information is often presented in the form of a project table that delineates project spending in annual increments

5.4.8 Customer Requirements & Impacts Find

This section addresses customers that are of a size or nature that they impact, or are impacted by, the master plan in a special way (e.g. wholesale customers, major commercial customers, etc.) Information typically includes a description of the special planning requirements and/or impacts associated with these customers


6.1 Integration of System Plans FindAs the interfaces between water, wastewater, and stormwater systems become better understood, and as regulatory and compliance requirements become more integrated, more and more organizations that operate multiple systems (i.e. water, wastewater, and/or stormwater) are integrating their master plans

6.1.1 Basis for Integration of Plans FindInformation includes a description of the rationale behind integrating the plans and/or the methods used to combine the plans

6.1.2Recommended Integrated Implementation

PlanFind

Information typically includes a prioritized list of the projects, programs, and tools from the individual master plans that have been sequenced together, and aligned with available funding and staffing. This information is often presented in the form of a project table that delineates project spending in annual increments

6.1.3 Customer Requirements & Impacts Find

This section addresses customers that are of a size or nature that they impact, or are impacted by, the master plan in a special way (e.g. wholesale customers, major commercial customers, etc.). Information typically includes a description of the special planning requirements and/or impacts associated with these customers. This section would replace the Customer Requirements and Impacts sections of the individual plans (e.g. Section 5.4.8), or be used to summarize information from the Customer Requirements and Impacts sections of the individual master plans

6.2 Core Support Team FindInformation typically includes a description of the master planning Core Support Team, including a description of the size of the team, the makeup of the team, and the general responsibilities of the team members

6.3 Stakeholder Development FindInformation typically describes key stakeholders that are essential to creating support for master planning and for generating the information needed to create and update the plan. The primary topics of interest, and/or the areas of input, associated with these stakeholders are often identified

6.4Master Planning Review & Updating

ProcessesFind

Information typically includes the identification of key activities and processes by which the Master Plan will be reviewed and updated; including the core team members responsible for the activities and processes, the stakeholders to be involved in the activities and process, and the frequency for performing the activities and processes

Appendix A ‐‐ Project Fact Sheets Find

Project Fact Sheets typically document the scope, schedule, and budget associated with each project, program, and tool included in the Implementation Plan. The project location and a project justification are also frequently included on the fact sheet. This documentation is extremely helpful for understanding communicating project information, moving projects forward, and revising projects in the future

Water Treatment Processes Table Find

Typical Groundwater Treatment Processes‐ Disinfection: Chlorine, UV

‐ Fluoride Addition

‐ Taste & Odor Control

‐ Corrosion Control

Typical Water Treatment Plant Processes‐ Screening

‐ Rapid Mixing: Pre-Oxidation, Pre-pH Control, Taste & Odor Control, and Coagulation

‐ Flocculation

‐ Sedimentation

‐ Filtration: Sand & Anthracite Media, Activated Carbon, or Membrane

‐ Post Mixing: Chlorination, Fluoridation, Corrosion Control, and Post-pH Control

‐ Clearwells

‐ Finish Water Pumping

‐ Backwash

‐ Residuals Management: Settling, Thickening, Dewatering (Belt Press or Centrifuge), Filtrate Management, and Sludge Management (Offsite Disposal)

Programs Table Find

Asset Management ‐

Coordination & Collaboration ‐

Customer Service‐

Distribution System Modeling

Emergency Planning & Response‐

Distribution System Operations‐

Energy Management

Environmental Protection‐

Facility and System Design‐

Financial Management‐

Fleet Management

Future Water Supply‐

GIS Data Development & Management‐

In-House Construction & Construction Inspection

Laboratory Management

Maintenance ‐

Includes the ongoing evaluation of growth and development--including assessment of water conservation, water loss reduction, drought, and climate variability--on the need for increased water supply

Purpose of Table: Historically, master planning has been associated with identifying and prioritizing capital projects associated with growth and development. As master planning becomes more integrated across systems, as water usage reduction programs slow the need for new water supplies, as the need for renewal and replacement programs grows, and when large programs require major funding the distinction becomes less clear. Although many of the following programs will not need to be addressed in master plans, the following table is intended to facilitate the consideration of program needs as part of master planning. Even when program needs do not require inclusion in a master plan, the projects that come out of master plans frequently impact programs. As such, this list of programs can be used to help identify stakeholders who may have an interest in being involved in master planning.

Includes programs to identify service level criteria, compile asset inventory, determine infrastructure condition and criticality, determine maintenance/rehabilitation needs, prioritize projects, develop work systems, and implement projects

Includes the development of programs, processes and systems to share information and coordinate processes, programs and projects across working group boundaries

Includes customer response and complaint resolution

Provides for supplying water to critical facilities during emergency situations, including hospitals, airports, special needs facilities, jails, schools, large animal centers, and major commercial zones

Includes main break and service line repairs; valve and hydrant installation, operation and repair; meter installation, testing and repair; flow and pressure testing; backflow prevention; system flushing; main cleaning, etc.

Includes programs to monitor, assess and address environmental concerns including water quality, E&S control, runoff reduction (green infrastructure), return of flow to basin of origin, etc.

Includes the development of standard specifications and procedures; plan review; in-house design and permitting; management of land, easements, and rights-of-way; etc.

Includes financial analysis, billing, collections, rate studies, bond/fund management, asset depreciation, insurance, and risk management

Includes system mapping, facility documentation, system features (valves, hydrants, and meters), and land/easements

Includes the development of maintenance management systems and the performance of maintenance

Programs Table Continued

Pressure Management ‐

Public Relations

Project Management ‐

Records Management‐

Regulatory Compliance / Enforcement

Regulatory/Legislative Analysis & Response

Safety

Security

Staff Development ‐

Warehouse

Water Treatment Operations

Wholesale Customer Management‐

Provides for the planning, designing, construction, and implementation of projects including overall project management, procurement, cost estimating, cost control and scheduling

Includes the ongoing development, cataloging, upkeep, and retention of records of all types, in all formats, on all l f

Include staff training, development, retention, and succession planning

Includes programs to address wholesale customer needs, including ongoing contract management and the resolution of billing issues

Includes programs to monitor, analyze and implement pressure modifications throughout the system

Tools Table Find

Accounting Systems

Asset Management Systems

Billing Systems

Computer Maintenance Management Systems (CMMS)

Customer Service System

Distribution System Models

Document Management Systems

Geographic Information Systems (GIS)

Human Resources (Staff) Management System

Treatment Plant Models (Hydraulic & Process)

Laboratory Information System

Rate Models

Software Integration Systems

Supervisory Control and Data Acquisition System (SCADA)

Time Management System‐ Align Prioritized Project List with Available Funding

Assess Regulatory, Legal, and Compliance Drivers

Update Data Inputs‐ Population Projections‐ Demand‐ Supply

‐ Indoor/Outdoor Water Use‐ Non-Revenue Water‐ Drought Management‐ Climate Impacts

Update Master Plan Document

Master Planning Processes Table Find

Note: Projects include Projects, Programs & Tools

Stateholder Communications‐ Generate Support for Master Planning

‐ Collect Information for the Master Plan

‐ Determine and Expand the Organization’s Funding Capability

Update Implementation Plan‐ Identify Project Needs

‐ Update Project List

‐ Update Project Information

‐ Reprioritize Projects

‐ Reschedule Projects

‐ Identify Funding

‐ Align Prioritized Project List with Available Funding

Assess Regulatory, Legal, and Compliance Drivers

Update Data Inputs‐ Population Projections

‐ Demand

‐ Supply

‐ Indoor/Outdoor Water Use

‐ Non-Revenue Water

‐ Drought Management

‐ Climate Impacts

Update Master Plan Document

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