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USDA RURAL DEVELOPMENT RURAL UTILITIES PROGRAM

USDA RURAL DEVELOPMENT RURAL UTILITIES PROGRAM. Technical Support Staff - State Engineers Marcy Newman, P.E. & John Helgren, P.E. . Preliminary Engineering Report Engineering Agreements Construction Documents Construction. USDA RURAL DEVELOPMENT RURAL UTILITIES PROGRAM.

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USDA RURAL DEVELOPMENT RURAL UTILITIES PROGRAM

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  1. USDA RURAL DEVELOPMENT RURAL UTILITIES PROGRAM Technical Support Staff - State Engineers Marcy Newman, P.E. & John Helgren, P.E. • Preliminary Engineering Report • Engineering Agreements • Construction Documents • Construction

  2. USDA RURAL DEVELOPMENT RURAL UTILITIES PROGRAM Preliminary Engineering Reports

  3. Preliminary Engineering Report-PER- • Technical report prepared by Consulting Engineer • Submitted for RD Initial Application • with Environmental Report (ER) • Most important per RD National Office • But recognize planning, not design

  4. PER Purpose • Establishment of need • Evaluate Alternatives • Cost estimation for project • Projection of Operating Budget • Inter-related with Entire Funding Process • Strategic Planning • Environmental Report • Underwriting

  5. PER OutlineFollow RUS Bulletin 1780-2/3 • General • Project Planning Area • Existing Facilities • Need for Project • Alternatives Considered • Selection of an Alternative • Proposed Project (Recommended Alternative) • Conclusions and Recommendations

  6. 1. General • Introduction • Project purpose • Project is modest in design, size, and cost • Summary

  7. 2. Project Planning Area • Location of proposed facilities • Proposed hook ups (Service Area) • (District Map) • Population data/growth • Location of construction • Maps of service area

  8. 3. Existing Facilities • Describe system/facilities • Current service area, storage, sources, treatment process • Condition/capacity of existing facilities • Finances • Extensions and facility replacement.

  9. Equivalent Dwelling UnitsEDUs • EDUs match RD information (Form A ) • Provide gpd/EDU flow/consumption • Reasonable; standards • Impacts of large, commercial or industrial users • Breakdown Existing and Future; Average, Max and Peak • See underwriting for computation

  10. 4. Need for Project  • Explain why project is necessary and impacts if project not completed. • Existing System O&M • Water loss, I/I, inefficient design • Growth • Sufficient capacity projected • Health or Sanitary need and documentation • Health Department or DEC letter

  11. Health and Sanitary Need • AN from NO • Documentation of Need • No longer letter of support • 3 Requirements

  12. Health and Sanitary, cont. State in letter from DOH/DEC • The primary purpose of the project is to upgrade existing facilities or construct new facilities required to meet applicable health or sanitary standards;  • Which standards will be addressed by the project (cite Codes, NOV not required); • The completion of the project will alleviate the health or sanitary problem.

  13. Health and Sanitary Documentation Review • Submitted with PER or separately. Contact RD Area Specialist with DOH/DEC letter for review by State Engineer • If not acceptable, SE discusses with Engineer & DOH/DEC rep. • SE will confirm with RD Area Specialist once acceptable.

  14. Fire flow-Metering • Not a health and sanitary need • Provide fire flow but not primary function • But if fire flows create health concern, e.g. pressures below sanitary code • Facility/project must have metering

  15. 5. Alternatives Considered • List all potential alternatives • Feasible • No action is not an alternative • Cannot have no other alternatives • Eliminated alternatives infeasible or unpopular?

  16. Detailed evaluation of remaining alternatives • Description • Analysis of advantages and disadvantages • Preliminary Cost Estimate (can be rough estimate, not detailed cost estimate) • Construction and Non-construction Capital Cost • Projected Operations and Maintenance Cost (O&M) • Design Criteria, Environmental Impacts, Pros/Cons (an infeasible alternative does not need LCC analysis in next section)

  17. 6. Selection of an Alternative • Identify chosen alternative(s) • Justify reasons • Construction and O&M costs priority • lowest life cycle cost

  18. Construction Cost Estimates • Preliminary Design/Layout - Location of project/services within municipality • All treatment components considered? • Cost estimates impact: • engineering fees, admin costs • underwriting • Seasonal issues –construction period

  19.  O&M Costs/Operator Requirements • O&M responsibility • Alternative within capabilities of applicant • Operator requirements • Access to maintenance sources • Best possible O&M cost estimates • Affects life cycle cost estimates. • Operating costs – energy, laboratory • O&M values vary for each alternative

  20. Analysis for Alternative Selection • Open and Free • Selection of Materials/Alternatives • Pipe or Tank • Evaluate in PER vs. bid alternates

  21. Life Cycle Cost Analysis • LCA = Capital + O&M – Salvage • Present Worth:P = A{[(1+i)N-1][i(1+i)N]} • P is present worth and A is annual O&M • i is discount rate (use “real” discount rate from OMB A-94, exh. C) • N is planning period

  22. 7. Proposed Project (Recommended Alternative) • Preliminary Design (to some level) • Total Project Cost Estimate (detailed, current) • RD Form E – Project Budget • Administration • Engineering • Construction

  23. Annualized Cost per EDU Breakdown • Annual Operating Budget • Debt Repayments • Proposed and Existing • Interest on Loans • Cost of Water/Treatment • O&M • Short Lived Assets

  24. Short Lived Assets (SLA) • reserves to replace/repair components “… useful life significantly less than the repayment period of the loan.” • not daily/weekly/monthly O&M type items. • three periods: 0-5, 5-10, and 10-15 years. • provide in a tabular form or simply list in (PER).

  25. Proposed Project with Alternatives • Include alternatives which lack funds • Itemize/prioritize • Construction or operation items • Bid as additive alternatives • In PER, no question of funding as “project scope” at later time.

  26. 8. Conclusions and Recommendations • Summarize proposed plan of action • Recommendations statement • Include recommended alternatives for request of remaining funds at project close

  27. RD Review of PER To Area office with Initial Application 6 copies of PER Area Specialist forwards to CPD for assignment to SE Hardcopy; (electronic in addition ok)

  28. SE Review of a PER • Review existing facilities and need for project • RUS Guide 1780-2/3 Elements • Ensure analysis of alternatives • Preliminary design calculations and assumptions • Selection of Alternative • Costs

  29. SE Review of a PER, cont. • Evaluate proposed project • Review consultant’s recommendations • Site visit possible

  30. Written Comments • PER Review Letter to AS, copy PE • Missing/needed info – may contact PE • Concur • Description of All Proposed Alternative(s) • Health or Sanitary Need – scoring/interest rate • Reasonableness of cost estimates • Modesty in size, cost, and design • Log in RD database

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