Training Module 10 Project Management Prepared by RCAP Solutions for the PA Department of Environmental Protection

1 Introduction What to expect before a project What to expect before a project General process of project management General process of project management Avoiding pitfalls and problems Avoiding pitfalls and problems

2 Need for a Water System Do you need a water system? Do you need a water system? A project must be justified A project must be justified

3 Need for a Water System Justifications include: Justifications include: –Pollution –Quality/Quantity issues –Poor fire service –Promote growth –Complaints

4 Administrative None of those mean you need a system but you should investigate further None of those mean you need a system but you should investigate further Iron out some admin details Iron out some admin details

5 Administrative Contact a TA provider Contact a TA provider Free or low-cost assistance Free or low-cost assistance

6 Administrative Business Planning Business Planning A long range plan A long range plan Required to obtain a permit Required to obtain a permit

7 Administrative The Business Plan must address a number of issues The Business Plan must address a number of issues

8 Administrative The Business Plan must include: The Business Plan must include: –Facilities Plan –Management Plan –Financial Plan

9 Administrative Consider forming an authority Consider forming an authority Passing ordinances Passing ordinances Can be concurrent with the feasibility study Can be concurrent with the feasibility study

10 Feasibility Study Engineering report addressing specification issues Engineering report addressing specification issues Will likely have to hire an engineer Will likely have to hire an engineer

11 Feasibility Study RFP RFP Does NOT have to be competitively bid Does NOT have to be competitively bid Interview and ask questions Interview and ask questions

12 Feasibility Study Confirms the need for a water system Confirms the need for a water system Firm does not necessarily do the design later Firm does not necessarily do the design later Make sure EDU count is accurate Make sure EDU count is accurate

13 Feasibility Study Includes info useful for the Business Plan Includes info useful for the Business Plan Should include ALL costs Should include ALL costs The study costs MONEY! The study costs MONEY!

14 Funding You have to pay for the feasibility study for almost everything else from here on out You have to pay for the feasibility study for almost everything else from here on out It gets even more expensive! It gets even more expensive! But, help is available! But, help is available!

15 Funding Many funding options Many funding options All have advantages and disadvantages All have advantages and disadvantages

16 Funding Combine funding sources Combine funding sources Income surveys Income surveys

17 Exercise 1 Take a few minutes to complete the exercise in your workbooks Take a few minutes to complete the exercise in your workbooks

18 Design and Permitting Can be started concurrent with funding applications Can be started concurrent with funding applications Can do another RFP for design Can do another RFP for design Be careful to adhere to funding requirements, if applicable Be careful to adhere to funding requirements, if applicable

19 Design and Permitting Design will finalize many issues Design will finalize many issues Make sure your engineer stays on schedule Make sure your engineer stays on schedule

20 Design and Permitting DEP review and approval DEP review and approval Can be a lengthy process Can be a lengthy process Don’t forget your Business Plan! Don’t forget your Business Plan!

21 Design and Permitting Ownership of drawings Ownership of drawings Your input is important! Your input is important!

22 Construction Competitive bids Competitive bids Numerous requirements of the bidding process Numerous requirements of the bidding process

23 Construction Keep an eye on the contractors Keep an eye on the contractors Written change orders Written change orders Inspections Inspections

24 Construction Doesn’t happen overnight Doesn’t happen overnight As-built drawings As-built drawings

25 Start-Up and Operations Address some items during construction Address some items during construction Office set-up Office set-up Staff Staff

26 Start-Up and Operations Tap-fee Tap-fee Rate structure Rate structure Assistance is available Assistance is available Funding source may have input Funding source may have input

27 Start-Up and Operations Budgets Budgets Tap-fees only happen once! Tap-fees only happen once!

28 Start-Up and Operations Help with budgets Help with budgets May be required May be required Include reserves Include reserves

29 Start-Up and Operations Ensure a quality product Ensure a quality product Sampling is required Sampling is required In-house or contracted testing In-house or contracted testing

30 Exercise 2 Take a few minutes to complete the exercise in your workbooks Take a few minutes to complete the exercise in your workbooks

31 Summary Key points Key points

32 Resources and References Dennis Lee, PA Department of Environmental Protection Dennis Lee, PA Department of Environmental Protection Don Schwartz, PA/NJ Program Manager, RCAP Solutions Don Schwartz, PA/NJ Program Manager, RCAP Solutions Other training modules Other training modules