PLANNING DOCUMENTS 2018 New Mexico infrastructure finance conference October 24, 2018 clayton ten eyck, vp water resources, molzen corbin

Why do we plan? So engineers and architects have another reason to ask communities for money!!! $ $ $

Why do we plan? Planning is an essential element to successful project completion. Without a proper plan, money and time can be wasted. Both regulatory and funding agencies make planning an essential requirement for funding projects. 1 : 10 : 100 Rule This presentation will provide a high-level overview of some of the different types of planning documents for utility infrastructure and the programs that fund these projects.

Comprehensive Plans Very high level, often reference master plans or preliminary engineering reports (PERs) Goal is to make sure that a community’s projects and decision making align with the community’s vision What residents want their community to be like 20-30 years from now. Enable local governments to anticipate change and plan appropriately for its future infrastructure needs. Include water supply, water and wastewater systems, transportation and community facilities. Hazard mitigation is also often included and may address local emergency management and wildfire protection plans. The state has content requirements for plans funded through CDBG and NMFA local planning grants Less than 5 years old

Master Plans Tend to be system or infrastructure specific Water master plans Wastewater master plans Drainage master plans Can include Gas or Electric 20-30 year planning periods Can be prepared in the PER format

Preliminary Engineering Reports and Technical Memoranda Project specific Evaluate alternatives Cost (Capital, O&M, Life Cycle) Non-Cost (constructability, environmental impacts, sustainability, land requirements, etc.) Sometimes called Facility Plans USDA RUS Bulletin 1780-2 for PERs NMED CPB has format for TMs

Asset Management Plans Emergency Response Plans Operations and Maintenance Plans NMED – DWB has a template for each plan on their website

Water System Specific Planning Documents

Water Conservation Plan The OSE requires water conservation plans for most municipalities. Guidelines for drafting a plan are contained in water conservation planning guide for public water supplies (OSE technical report 53.) Components of the Plan: Data results and analysis. Includes a GPCD calculator and an AWWA audit, which serve as the basis for the analysis and plans for future actions Water conservation goals Public involvement, education and outreach Describes plan components for at least a 5 year period, costs, and anticipated water savings

40-Year Plan Components of the Plan: Designed to allow municipalities to acquire and preserve water rights that will serve municipal needs over a 40 year time period. Now applies to municipal, county, member-owned community systems, special water users, school districts and state universities. The OSE generally requires Forty Year Plans when a municipality applies for a comprehensive permit or a change in one significant permit. Components of the Plan: OSE GPCD Calculator Existing and projected population Water supply plan AWWA Water Audit Existing and projected water demand Water rights plan

Drought Contingency Plan Usually prepared as a component of a Water Conservation Plan or in response to a permit condition imposed by the State Engineer. Enacted in order to reduce or curtail use in the case of a disruption in supply, a water shortage and/or drought emergency. Water systems which use surface water as a source of supply generally enact drought management plans. Water systems which use groundwater supplies generally pass ordinances which address interruptions in supply, such as a well drying up or a disruption in the distribution system.

Sampling Plan The DWB requires that drinking water systems maintain and implement a DWB-approved distribution system sample plan (DSSP) that reflects current regulatory requirements and system conditions, and enables certified samplers or operators to collect all routine and repeat compliance distribution system samples according to sample schedules established by the DWB. The DSSP is also required to be included as an appendix in the system’s Operation and Maintenance Plan.

Source Water Protection Plan NMED DWB has a toolkit that can be used for guidance Goal is to develop a plan to protect the utilities/communities groundwater wells or surface water supply sources.

Funding http://www.nmifc.com/funding-opportunities/ Drinking Water State Revolving Fund (DWSRF) Rural Infrastructure Program (RIP) Community Development Block Grants (CDBG) – DFA Local Government Division U. S. Department of Agriculture (USDA) Bureau of Reclamation (BOR) New Mexico Finance Authority (NMFA) Planning Grants Colonias Funds Tribal Infrastructure Fund (TIF) Water Trust Board (WTB) Border Environment Infrastructure Fund (BEIF) & North American Development Bank (NADBank) Capital Outlay Special Appropriation Program (SAP) Utility Rates http://www.nmifc.com/funding-opportunities/

Conclusions Numerous types of planning documents for Utilities Intelligent use of money for capital improvements Resources: NMED Construction Programs Bureau NMED Drinking Water Bureau Consulting Engineers

Questions ?