Water Services National Training Group

1. Water Services National Training Group 12th Annual Conference 11th September, 2008

2. Water Services National Training Group Strategic Planning

3. Water Services Strategic Plans Grellan McGrath, Operations Director Kevin Power, Director RPS Consulting Engineers

4. Presentation outline - • Background • Plan Structure • Guidance on Procedure • Guidance Layout

5. Legislative Background • Main Legislation • Water Services Act • Water Framework Directive (River Basin Management Plans) • Planning and Development Act 2000 (Development Plans) • SEA Directive (Environmental consequences of a Plan)

6. Legislative Background • Other Legislation • Shellfish Directive • Groundwater Directive • Urban Wastewater Treatment Directive • Nitrates Directive • Bio Diversity related Directives and Regulations • Drinking Water Directive • Bathing Water Directive • Dangerous Substances Directive • Freshwater Fish Directive • Water Pollution Acts and Regulations • Waste Management Act and Regulations • Phosphorus Regulations

7. National Development Plan Exchequer Funding EU Water Framework Directive River Basin Management Plans Regional Planning Guidelines National Spatial Strategy and related programmes of measures Water Quality Management Plans and related programmes of measures Integrated Spatial Planning Frameworks Water / Environment Quality Plans County/City Development Plans Planning & Development Plans Local Area Plans Sludge Management Plans Local Waste Management Plans Waste Management Plans Regional Waste Management Plans European Union Local Authority Funding Synchronisation with Other Plans National National Regional Local Local Water Services Strategic Plans

8. Plan Structure Plan Review & Improvement Financial Plan Define / Review Levels of Service Water Services Strategic Plan Asset Management Plan Demand Assessment Collect Strategic Asset Data Strategic Options Strategic Capacity Assessment

9. Levels of Service Define / Review Levels of Service • Statutory - • Water Quality – SI 278/2007 • Discharge Standards – SI 684 of 2007 • Customer – • Service Pressures • Adequate Capacity – treatment & storage • Leakage/Infiltration • Fireflows

10. Performance Indicators Define / Review Levels of Service • Water Quality – Compliance with quality standards. • Discharge Standards – Compliance with licence or certificate conditions. • Service Pressures – % and number of connections with adequate pressure. • Adequate Capacity – % of WTPs / WwTPs with 10% headroom. • Leakage/Infiltration – % compliance with ELL / % of Infiltration. • Cost of Water Services – Cost per capita / M3

11. Distribution Input (DI) Domestic Demand Households x Occupancy x pcc Non-Domestic Demand Metered consumption Operational Use – 2% of DI Peaking Factor – Average Day in Peak Week / Average Day Accounted for Water (AFW) Measured or assessed legitimate water use Unaccounted for Water (UFW) = DI - AFW Demand for Water Services • Current Demand - Water Audit Demand Assessment

12. Dry Weather Flow (DWF) Domestic DWF Flow = Households x Occupancy x per capita flow Load = population x per capita load Accounted for DWF Measured or assessed legitimate waste water flow and load Non-Domestic DWF Flow based on water in = water out Load based on EPA Guidance Unaccounted for DWF Flow = Min night flow – metered flow – domestic allowance Load = Measured load less accounted for domestic and non- domestic load Demand for Water Services • Current Demand – Waste Water Assessment • Current Demand Demand Assessment Peaking Factor

13. Reduce water losses and infiltration. • Reduce water consumption and associated waste water production. Demand for Water Services • Current Demand • Demand Management Demand Assessment

14. Demand for Water Services • Current Demand • Demand Management • Future Demand • Population growth (25-Year Horizon) - Top Down: Planning guidelines, CSO - Bottom Up: Availability of zoned land Demand Assessment • Water & Waste Water – Domestic demand as per audit using projected pcc, losses etc. - Non-domestic demand growth in line with domestic - UFW/Infiltration in line with level of service objectives

15. Asset Data • Water Supply Assets (National Water Study 2000) • Source type/capacity • Treatment type/capacity • Water quality compliance status • Length of network • Number/capacity of pumping stations • Number and total volume of storage reservoirs • Value of total asset (Modern Equivalent Asset (MEA) value) • Value of assets to be replaced over next 5 years (MEA value) • Annual operating and maintenance costs Collect Strategic Asset Data

16. Asset Data • Water Supply Assets (National Water Study 2000) • Waste Water Assets (National Urban Waste Water Study 2004) • Treatment type/capacity (flow and load - p.e.) • Discharge standard compliance status • Length of collection system • Number/capacity of pumping stations • Number of combined storm overflows (cSO’s) • Sludge treatment type/capacity • Value of total asset (MEA value) • Value of assets to be replaced over next 5 years (MEA value) • Annual operating and maintenance costs Collect Strategic Asset Data

17. 0 - 5 Yrs 5 - 10 Yrs 10 - 15 Yrs 15 - 20 Yrs 20 - 25 Yrs Demand / Capacity Projected Demand Range Capacity Shortfall Rated Asset Capacity ExpectedTime Range of Deficit Design Horizon Asset Capacity Assessment Strategic Capacity Assessment

18. 0 - 5 Yrs 5 - 10 Yrs 10 - 15 Yrs 15 - 20 Yrs 20 - 25 Yrs Increased Asset Capacity Demand / Capacity Rated Asset Capacity Expected Time Range of Deficit Design Horizon Asset Capacity Assessment Strategic Capacity Assessment

19. Typical Water Supply Capacity Shortfall Asset Capacity Assessment Strategic Capacity Assessment

20. Typical Waste Water Supply Capacity Shortfall Asset Capacity Assessment Strategic Capacity Assessment

21. Identifying Scheme Options • Existing arrangements in place – Arrangements already planned or in place for meeting scheme deficits. • Operational Options – Reduction in demand through demand management or leakage through active leakage control. • Rehabilitation/Renewal Options – Increasing capacity when renewing or replacing assets that have reached the end of their useful life. • Augmentation Options – Increasing scheme capacity by augmenting from an adjacent scheme that has surplus capacity. • Replacement/Upgrade Options – Increasing capacity to meet scheme deficits by adding new infrastructure. Strategic Options

22. Stage 1 - SEA Scoping Report, Issue to Environmental Authorities – sets out environmental issues to be addressed in the plan. • Stage 2 - SEA Environmental Report – developed in parallelwith the draft plan. • Stage 3 – Statutory Consultation – on Environmental Report and relevant elements of Draft Plan. • Stage 4 - SEA Statement, Published with the Water Services Strategic Plan and issued to Environmental Authorities. Strategic Environmental Assessment Strategic Options

23. Asset Management Planning • Levels of Service –Existing & Target, performance indicators. • Demand for Water Services – Existing & projected. • Asset Inventory –As per NWS & NUWWS. • Operational Plan – Summary of primary objectives in the operational plan and any sub-plans. Asset Management Plan • Maintenance Plan – Summary of the planned asset maintenance. • Rehabilitation/Renewal Plan – Summaryof the planned asset rehabilitation/renewal activities. • Asset Replacement– Summary of theplanned asset replacement. • Financial Plan – Summaryof the projected Opex & Capex over 6-year period from the date of making the plan.

24. Sustainable level of expenditure to cover future investment needs Covering cash costs and providing for maintaining current asset condition – no planning for the future Just covering cash costs Financial Planning • Water Services Expenditure Requirements Financial Plan Funding for Loan Repayment Funding for System Growth Funding for Service Enhancement Funding for Historic Under-investment Asset Depreciation Interest Expenditure (if any) Operation and Maintenance Expenditure

25. Financial Planning • Water Services Funding Categories Financial Plan Domestic Non-Domestic Local Government Fund Water Charges Opex Water Services Investment Programme Water Charges Capex SLI Funding (40%) Development Levies (60%) Development Levies

26. Financial Planning Financial Plan • Financial Plan • Prepare income statement & yearly forecast. • Forecast capital expenditure on:- • asset replacement and renewal. • service enhancement and growth (new assets). • Funding requirements. • Review and set charges. • Review and update.

27. Plan Review & Improvement Plan Review (At least every 6 years) • Levels of Service • Demand for Water Services • Asset Management Planning • Financial Planning • SEA

28. Executive Summary Strategic Plan Technical Reports Support Data & Documentation Document Hierarchy

29. TIER 1 Water Services Strategic Plan TIER 2 Executive Summary Strategic Plan TIER 3 Technical Reports TIER 4 Support Data & Documentation Document Hierarchy

30. Procedural Guidance • Establish Plan Framework • Establish date by which the plan has to be made. • Authorities may make joint plan or sub-plan • Minister may require authorities to make joint plan. • Authorities to refer to regulations.

31. Procedural Guidance • Prepare Plan • Make initial draft plan. • Issue SEA scoping report (4 weeks consultation). • Complete draft plan and environmental report. • Consultation (8 weeks). • Complete plan and SEA statement. • Present to elected members (reserved function). • Manager to make plan if members fail to do so.

32. Procedural Guidance • Adopt Plan • Plan comes into force. • Issue plan to Minister and environmental authorities. • Publish notification of making of plan. • Implement plan. • Minister may require plan to be revised or replaced.

33. Structure of Guidance Document Document 1 • Volume 1 – Introduction & Summary Guidance • Introduction, Preparing a Water Services Strategic Plan, Guidance on Procedure • Volume 2 – Legal Background Document • Background/Introduction, Main Legislation, Other Relevant Legislation • Volume 3 – Synchronisation with other Plans • Background/ Introduction, Planning & Development Plans, Water Quality Plans, Waste Management Plans, Consultation with Adjoining Authorities.

34. Structure of Guidance Document Document 2 • Volume 4 – Guidance on Content of Technical Reports • Executive Summary • Levels of Service • Demand for Water Services • Asset Assessment & Options • Strategic Environmental Assessment • Asset management • Financial Planning • Strategic Plan Review

35. Water Services National Training Group 12th Annual Conference 11th September, 2008