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HomeMy WebLinkAboutItem 2C: Ratification of MWMC Budget ECC UGENE ITY OUNCIL AIS GENDA TEM UMMARY Ratification of the Metropolitan Wastewater Management Commission (MWMC) FY07 Regional Wastewater Program Budget and Capital Improvements Program Meeting Date: May 22, 2006 Agenda Item Number: 2C Department: Public Works Staff Contact: Peter Ruffier www.eugene-or.gov Contact Telephone Number: 682-8606 ISSUE STATEMENT This agenda item relates to the annual ratification process of the Regional Wastewater Program (RWP) Budget and Capital Improvements Program (CIP), as established under the 1977 Intergovernmental Agreement (IGA) between the City of Eugene, City of Springfield, and Lane County and managed by the Metropolitan Wastewater Management Commission (MWMC). The MWMC was formed to provide wastewater collection and treatment services for the Eugene-Springfield metropolitan area. The regional wastewater budget provides funds for all operations, maintenance, administration, and capital project management and implementation for the Eugene/Springfield Water Pollution Control Facility, the Biosolids Management Facility, the Biocycle Farm, the Reclaimed Water Facility, and regional wastewater pump stations. BACKGROUND The purpose of the RWP is to protect public health and safety and the environment by providing high quality wastewater management services to the Eugene-Springfield metropolitan area. The MWMC and the regional partners are committed to providing these services in a manner that is effective, efficient, and meets customer service expectations. Since the mid-1990s the commission and RWP staff have worked together to identify the following key outcomes, or goals, which focus on what the fiscal budget will serve to accomplish: 1.High environmental standards; 2.Fiscal management that is effective and efficient; 3.A successful intergovernmental partnership; 4.Maximum reliability and useful life of regional assets and infrastructure; 5.Public awareness and understanding of MWMC, the regional wastewater system, and their relationship to Willamette River water quality. These key outcomes, or goals, are in direct alignment with the City of Eugene Council Goals. Every year, the MWMC develops, through a series of meetings, a budget that covers the operations, maintenance, and capital improvement projects for the regional wastewater program. The budget L:\CMO\2006 Council Agendas\M060522\S0605222C.doc combines the portions of the City of Eugene and City of Springfield budgets that are dedicated to the RWP. The commission conducted a public hearing on the proposed draft budget and subsequently adopted it on April 20, 2006. The commission’s adopted budget is attached for City Council consideration (see Attachment A). This budget represents a 6% increase over the FY06 budget. During the April 20 meeting, the commission also approved a 10% increase in the regional wastewater user rates. While the Personnel Services and Materials and Services budgets will actually decrease overall, the rate increase is driven primarily by the need to adequately fund reserves and debt service requirements associated with planned execution of $40 million to $50 million in debt financing for capital projects in FY07. Public notices and hearings have been provided with regard to the regional wastewater budget and rates (see Attachment B). RELATED CITY POLICIES Not applicable. COUNCIL OPTIONS 1. Approve motion to ratify budget. 2. Return the FY07 MWMC Regional Wastewater Program Budget and Capital Improvements Program to MWMC with specific modification requests for reconsideration. CITY MANAGER’S RECOMMENDATION The City Manager recommends ratification of the proposed FY07 MWMC Budget. SUGGESTED MOTION Move to ratify the Metropolitan Wastewater Management Commission (MWMC) FY07 Regional Wastewater Program Budget and Capital Improvements Program. ATTACHMENTS A MWMC FY07 Proposed Regional Wastewater Program Budget and Capital Improvements Program B. Summary of Public Notice and Hearings FOR MORE INFORMATION Staff Contact: Peter Ruffier Telephone: 682-8606 Staff E-Mail: peter.j.ruffier@ci.eugene.or.us L:\CMO\2006 Council Agendas\M060522\S0605222C.doc PARTNERSIN WASTEWATER A1ANAGEMENT www.mwmcpartners.org ATTACHMENT A Metropolitan Wastewater Management Commission i("' "...C.' '..1......... .'. 'I ! . ~~ partners in wastewater management May 9, 2006 MWMC Commission Walt Meyer Eugene Citizen M\VMC President Doug Keeler MWMC Vice-president Billlnge Lane County Citizen Commissioner Faye Stewart Lane County Commissioner George Poling Eugene City Councilor Anne Ballew Springtield City Councilor Hilary Loud Eugene Citizen Administration Susan Smith Environmental Services/ MWMC General Manager City of Springfield 22 5 Fifth Street Springfield Oregon 97477 (541) 726-3694 FAX (541) 726-2309 Operations Peter Ruffier Director City of Eugene Wastewater Division 410 River Avenue Eugene Oregon 97404 (541 ) 682-8600 FAX( 541) 682-860 I Mr. Dennis Taylor, City Manager City of Eugene 777 Pearl Street Eugene, OR 97401 Subject: Metropolitan Wastewater Management Commission (MWMC) FY 06-07 Regional Wastewater Program (RWP) Budget and Capital Improvements Program (CIP) Dear Mr. Taylor: On April 20t\ the MWMC held a public hearing on the FY 06-07 Regional Wastewater Program (RWP) Budget and Capital Improvements Program (CIP). At the meeting, the FY 06-07 R WP Budget and CIP were approved. The R WP Budget funds operating and capital project requirements, and maintains targeted contributions to reserves. Consistent with the Intergovernmental Agreement, the R WP Budget and CIP need to be ratified by the governing bodies of Eugene, Springfield and Lane County prior to final adoption by MWMC. Please forward the enclosed budget and CIP documents to the Eugene City Council for their consideration on May 22, 2006. If I can be of any additional assistance, please contact me at 726-3697. Thank you for your consideration and assistance in this matter. Sincerely, 4<4~ ~~ Susan L. Smith MWMC General Manager V:\ENVIROSV\BUDGET07\Ratification\Budget Trans to Eugene 06-07.doc REGIONAL WASTEWATER PROGRAM BUDGET and CAPITAL IMPROVEMENTS PROGRAM FY 06-07 The Metropolitan Wastewater Management Commission adopted its Operating Budget and Capital Improvements Program (CIP) for FY 06-07 on April 20, 2006. The Budget and CIP were ratified by the Springfield City Council on_--------, 2006, the Lane County Board of Commissioners on, ------------, 2006, and the Eugene City Council, ----------, 2006. The Commission gave final ratification to the budget and CIP on ----------, 2006. COMMISSION MEMBERS: Walt Meyer, President (Lane County) Doug Keeler, Vice-President (Springfield) Anne Ballew, (Springfield) Bill Inge (Lane County) Hilary Loud, (Eugene) George Poling, (Eugene) Faye Stewart, (Lane County) STAFF: Dan E. Brown, MWMC Executive Officer/Springfield Public Works Director Susie Smith, MWMC General Manager/Springfield Environmental Services Manager Peter Ruffier, Eugene Wastewater Division Director Robert Duey, MWMC Finance Officer/Springfield Finance Director METROPOLITAN WASTEWATER MANAGEMENT COMMISSION PROPOSED FY 06-07 BUDGET AND CAPITAL IMPROVEMENTS PROGRAM for the REGIONAL WASTEWATER PROGRAM TABLE OF CONTENTS Budget Message..................................................................................................................... 1 Regional Wastewater Program Overview... .......................... ................... ..... ..... ...... ... ........... 3 Exhibit 1: Interagency Coordination Structure ............................................................... 8 Regional Wastewater Program Budget and Program Summary ............................................ 9 Exhibit 2: Regional Operating Budget Summary ............................................................. 9 Exhibit 3: Regional Capital Programs ............................................................................19 Exhibit 4: Line Item Summary by Program Area........................................................... 20 Exhibit 5: Budget Summary and Comparison ................................................................ 21 Regional Wastewater Program Staff mg................................... .... .... .............. ....... .................23 Exhibit 6: Regional Wastewater Program Organizational Chart.................................... 24 Exhibit 7: Regional Wastewater Program Position Summary ........................................25 Regional Wastewater Capital Programs Budget................... ........... ................... .............. ..... 27 Exhibit 8: Capital Programs - Proposed Capital Improvements Program Projects ....... 34 Exhibit 9: Capital Programs 5- Y ear Plan........................................................................36 Regional Wastewater Program Reserves ............ .......... ........ ............... ....... .................... ....... 37 Exhibit 10: Operating Reserves - Line Item Budget....................................................... 38 BUDGET APPENDICES Appendix A: Springfield Program and Budget Detail..........................................................42 Exhibit 11: Springfield Administration Program Budget Summary............................... 43 Exhibit 12: Springfield Administration Line Item Summary .........................................44 Appendix B: Eugene Program and Budget Detail................................................................ 45 Exhibit 13: Eugene 0 & M Program Budget Summary .................................................48 Exhibit 14: Eugene Administration Line Item Summary ...............................................49 5- Year Capital Iinprovements Program .................................................................................50 t ""'\ REGIONAL WASTEWATER PROGRAM BUDGET BUDGET MESSAGE Metropolitan Wastewater Management Commission Budget Message BUDGET MESSAGE To the Metropolitan Wastewater Management Commission: I am pleased to present the Metropolitan Wastewater Management Commission's (MWMC) proposed budget for fiscal year (FY) 2006-07. This budget funds operations, administration, and capital projects planned for the Regional Wastewater Program (RWP). The MWMC administration and Capital Improvements Program (CIP) components of the budget are reflected in the regionally funded portions of the City of Springfield's Environmental Services Division, Public Works Administration and Finance Department budgets. The operations, maintenance, equipment replacement, and major rehabilitation components are reflected in the regionally funded portions of the City of Eugene's Wastewater, Engineering and Maintenance Divisions' budgets. The Cities' Industrial Pretreatment Programs, managed locally in compliance with the MWMC Model Ordinance, also are included in the RWP budget. This year's proposed budget reflects a continued focus on design and construction of capital improvements planned to ensure that operation of the Regional Wastewater Facilities meets environmental regulations, and that increased capacity will be provided to meet the needs of a growing service area. The one- and five-year CIP, which are included in this budget document, have been derived from the MWMC Facilities Plan, which was adopted by MWMC and the Eugene, Springfield and Lane County governing bodies in 2004. The FY 06-07 CIP also includes Major Rehabilitation and Equipment Replacement capital projects, budgeted at $263,000 and $310,335 respectively. For FY 06-07, the combination of new projects and continuing projects carried forward from FY 05-06 results in a total CIP budget of $51,721,611. A planned issuance of debt fmancing in FY 06-07, based on the Commission's adopted Financial Plan, will augment revenues from user rates and systems development charges to provide sufficient funding for the capital programs. The combined R WP FY 06-07 Operating Budget includes increases of 5% in Personnel Services, 1 % Materials and Services, and 18% in contributions to reserves dedicated to fund capital programs over the originally adopted FY 05-06 budget. There are a number of factors which have impacted the proposed budget and affect the financial forecast for the upcoming year. The Personnel Services budget will increase to include the full-year impact of Springfield construction management staffing that was added during FY 05-06 to meet the CIP management requirements, as well as a .92 FTE increase in Eugene Wastewater Division personnel planned for FY 06-07. Cost ofliving adjustments are planned for Eugene personnel at 2.45%, and for Springfield personnel at 2%. The effect of these increases is mitigated somewhat by a significant reduction in PERS costs to the City of Eugene. The 1 % increase in the Materials and Services budget is a net result of increases in some areas and decreases in some areas as compared to the FY 05-06 budget. Finally, the FY 06-07 budget, as proposed, implements the Commission's adopted Financial Plan policies regarding reserves, asset management, and fmancing tools. Page 1 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission J Budget Message REGIONAL W ASTEW A TER PROGRAM RESOURCE AND EXPENDITURE SUMMARY BUDGET AMENDED PROPOSED 2005-06 2005-06 2006-07 RESOURCES User Fees $16,150,000 $16,150,000 $17,274,000 Beginning Cash 23,333,924 26,711,721 31,942,202 Internal Transfers 12,311,985 13,231,113 7,829,646 System Development Charge 1,774,800 1,774,800 1,868,800 Interest 606,900 606,900 1,177,113 Revenue Bond Proceeds 31,500,000 31,716,800 40,000,000 SRF Loan 0 5,900,000 0 Miscellaneous 46,809 46,809 44,615 $85,724,418 $96,138,143 $100,136,376 EXPENDITURES Reserves $22,828,732 $20,025,484 $25,308,937 Operations 9,728,373 9,921,912 9,659,696 Internal Transfers 12,311,985 13,231,113 7,829,646 * CIP 36,394,133 47,921,241 51,721,611 ** Bond Sale Expense 762,500 762,500 762,500 Debt Service 762,500 762,500 1,473,431 Administration 2,936,195 3,513,393 3,380,555 $85,724,418 $96,138,143 $100,136,376 * Includes three equipment replacement contributions totaling $603,077, a Capital Reserve contribution of $3,226,569, and a transfer of $4,000,000 of revenue bond proceeds to fund the Revenue Bond Reserve. ** In governmental budgeting, projects are fully budgeted in the fiscal year in which the contract is awarded. At the end of each fiscal year, unspent funds are carried forward until the project is completed. This provides budget appropriations necessary for MWMC to commit to contracts that span more than one fiscal year. In conclusion, this budget supports the existing level of service through a variety funding sources and reflects the reality and challenges of increasingly more stringent environmental regulations, an aging facility, and the need for effective planning to address those facility and environmental requirements. Q~ t:_~~ Dan E. Brown, MWMC Executive Officer Page 2 PROPOSED FY 06-07 BUDGET AND CIP , ~ REGIONAL WASTEWATER PROGRAM BUDGET OVERVIEW Metropolitan Wastewater Management Commission Overview REGIONAL WASTEWATER PROGRAM OVERVIEW The MetroDolitan Wastewater Mana2ement Commission The MWMC was formed by Eugene, Springfield, and Lane County through an intergovernmental agreement (IGA) in 1977 to provide wastewater collection and treatment services for the Eugene-Springfield metropolitan area. The seven-member Commission is composed of members appointed by the City Councils of Eugene (3 representatives), Springfield (2 representatives), and the Lane County Board of Commissioners (2 representatives). Since its inception, the Commission, in accordance with the IGA, has been responsible for oversight of the RWP including: construction, maintenance, and operation of the regional sewerage facilities; adoption offmancing plans; adoption of budgets, user fees and connection fees; adoption of minimum standards for industrial pretreatment and local sewage collection systems; and recommendations for the expansion of regional facilities to meet future community growth. Staffing and services have been provided in various ways over the 29 years ofMWMC's existence. Since 1983, the Commission has contracted with the Cities of Springfield and Eugene for all staffing and services necessary to maintain and support the RWP. Lane County's partnership has involved participation on the Commission and support to the Lane County Metropolitan Wastewater Service District (CSD), which managed the proceeds and repayment of general obligation bonds issued to construct RWP facilities. Re2ional Wastewater Pro2ram Purpose and Kev Outcomes The purpose of the R WP is to protect public health and safety and the environment by providing high quality wastewater management services to the Eugene-Springfield metropolitan area. The MWMC and the regional partners are committed to providing these services in a manner that is effective, efficient, and meets customer service expectations. Since the mid-l990s, the Commission and RWP staff have worked together to identify key outcome areas within which to focus annual work plan and budget priorities. The FY 06-07 R WP work plans and budget reflect a focus on the following key outcomes or goals. In carrying out the daily activities of managing the regional wastewater system, we will strive to achieve and maintain: 1. High environmental standards; 1. Fiscal management that is effective and efficient; 3. A successful intergovernmental partnership; 4. Maximum reliability and useful life of regional assets and infrastructure; 5. Public awareness and understanding of MWMC, the regional wastewater system and its relation to Willamette River water quality. The Commission believes that these outcomes, if achieved in the long term, will demonstrate success of the R WP in carrying out its purpose. In order to determine whether we are successful, indicators of performance and targets have been identified for each key outcome. Tracking performance relative to identified targets over time assists in managing the RWP to achieve desired results. The following indicators and performance targets provide an important Page 3 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Overview framework for the development of the FY 06-07 R WP Operating Budget, Capital Improvements Program and associated work plans. Outcome 1: Achieve and maintain high environmental standards. Indicators: Performance: FY 04-05 FY 05-06 Actual Actual . Number of overflows 1 2 . Number ofNPDES permit effluent 1 2 limit violations . Biosolids quality - all regulated <50% EP A <50% EP A contaminants . Amount of reclaimed wastewater 965 900 beneficially reused (million gallons) FY 06-07 Target o o <50% EPA 1,500 Outcome 2: Achieve and maintain fiscal management that is effective and efficient. Indicators: Performance: FY 04-05 FY 05-06 Actual Actual Annual Budget and Rates meet MWMC Financial Plan Policies . Annual audited fmancial statements Policies Met Policies Met . Clean Audit Clean Audit Outcome 3: Achieve and maintain a successful intergovernmental partnership. Indicators: Performance: FY 04-05 FY 05-06 Actual Actual Successful Evaluated, update no update needed . Model Pretreatment Ordinance - developed and adopted regionally (MWMC); implemented by two cities Wet Weather Flow Management Plan - developed and adopted regionally (MWMC); implemented by two cities Conflicts referred to' governing bodies for resolution o . Scheduled Implementation Completed Scheduled Implementation Completed . o FY 06-07 Target Policies Met Clean Audit FY 06-07 Target Update Scheduled Update Scheduled o Page 4 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Overview Outcome 4: Maximize reliability and useful life of regional assets and infrastructure. Indicators: Performance: FY 04-05 FY 05-06 FY 06-07 Actual Actual Target 90% 85% 85% 94% 90% 90% Outcome 5: Achieve and maintain public awareness and understanding of MWMC, the regional wastewater system and its relations/tip to Willamette River water quality. Indicators: Performance: FY 04-05 FY 05-06 Actual Actual Deferred to Produced FY 05-06 · Percent of scheduled preventative maintenance completed . Percent of planned maintenance work complete · Maintain infrastructure in good to excellent condition (rating scale 0 to 5, with 5 being excellent) Assessment completed, ratings from 4.0 to 5.0 documented Conduct scheduled maintenance. Assessment in FY 07-08 . MWMC Annual Report . Updated MWMC Informational Brochures . Public Information Program for WPCF expansion/upgrades Complete Portfolio N/A Materials Developed Conduct scheduled maintenance. Assessment in FY 07-08 FY 06-07 Target Produced Review Implement Program Roles and Responsibilities In order to effectively oversee and manage the RWP, the partner agencies provide all staffing and services to MWMC. The following sections describe the roles and responsibilities of each of the partner agencies, and how intergovernmental coordination occurs on behalf of the Commission. City of Eugene The City of Eugene supports the RWP through representation on MWMC, provision of operation and maintenance services, and active participation on interagency project teams and committees. Three of the seven MWMC members represent Eugene--two citizens and one City Councilor. Pursuant to the IGA, the Eugene Wastewater Division operates and maintains the Regional Water Pollution Control Facility (WPCF), the Biosolids Management Facility (BMF) and associated residuals and reclaimed water activities, along with regional wastewater pumping stations and transmission sewers. In support of the RWP, the Division also provides technical services for wastewater treatment; management of equipment replacement and infrastructure rehabilitation; biosolids treatment and recycling; industrial source control (in conjunction with Page 5 PROPOSED FY 06-07 BUDGET AND eIP Metropolitan Wastewater Management Commission Overview Springfield staff); and regional laboratory services for wastewater and water quality analyses. These services are provided under contract with MWMC through the regional funding of 73.42 FTE. City of Springfield The City of Springfield supports the R WP through representation on MWMC, provision of MWMC administration services, and active coordination of and participation on interagency project teams and committees. Two MWMC.members represent Springfield--one citizen and one City Councilor. Pursuant to the IGA, the Springfield Public Works Director and the Environmental Services Manager serve as the MWMC Executive Officer and General Manager, respectively. The Environmental Services Division and Finance Department staff provide ongoing staff support to the Commission and administration of the R WP in the following areas: legal and risk management services; financial management and accounting; coordination and management of public policy; regulatory and permit compliance issues; coordination between the Commission and the governing bodies; long-range capital project planning, design, and construction management; coordination of public information, education, and citizen involvement programs; and coordination and development of regional budgets, rate proposals, and revenue projections. Springfield staff also provides local implementation of the Industrial Pretreatment Program, as well as billing coordination and customer service. These services are provided under contract with MWMC through the regional funding of 19.15 FTE of Public Works Department staff and 1.0 FTE of Finance Department staff, as reflected in the proposed FY 06-07 budget. Lane County Lane County supports the RWP through representation on MWMC, and by maintaining the CSD when in use. Two MWMC members represent Lane County--one citizen and one County Commissioner. The Board of County Commissioners oversees the CSD, including administration oflocal General Obligation (GO) bond proceeds and governance of the District. The District was formed, under agreement with MWMC and the partner agencies, to enable long-term financing of regional facilities through issuance of GO bonds. The CSD adopts an annual budget for CSD funds, which is separate from the MWMC budget. The GO bond debt, which was retired in August, 2002, was repaid by CSD through an annual property tax assessment for Eugene and Springfield properties. Sewer users in the unincorporated areas such, as the River Road/Santa Clara area, contributed to bond repayment through an "in-lieu-of-tax charge" (ILOTC). Because the bond debt has been fully repaid, property tax assessments and ILOTC payments are no longer being assessed. Interagency Coordination The effectiveness of MWMC and the R WP depends on extensive coordination, especially between Springfield and Eugene staff, who provide ongoing program support. This coordination occurs in several ways. The Springfield ESD/MWMC General Manager and the Eugene Wastewater Division Director coordinate regularly to ensure adequate communication and consistent implementation of policies and practices as appropriate. The Eugene and Springfield Industrial Pretreatment Program supervisors and staff meet regularly to ensure consistent implementation of the Model Industrial Pretreatment Ordinance. Additionally, the interagency Technical Advisory Committee (TAC) and project teams provide input to ongoing MWMC Page 6 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Overview administration issues and ad hoc project needs. These committees rely on support from staff throughout the partner agency organizations, primarily from the Eugene and Springfield Public Works Departments. Exhibit 1 on the following page reflects the interagency coordination structure supporting the RWP. The TAC supports ongoing MWMC policy and coordination issues, and is coordinated by Springfield. Special project teams are typically formed to manage large projects such as design and construction of new facilities. These interagency staff teams are formulated to provide appropriate expertise, operational knowledge, project management, and intergovernmental representation. Relationship to Eueene and Sprintrl'ield Local Sewer Proerams The R WP addresses only part of the overall wastewater collection and treatment facilities that serve the Eugene-Springfield metropolitan area. The Cities of Eugene and Springfield both maintain sewer programs that provide for construction and maintenance of local collection systems and pump stations, which discharge to the regional system. Sewer user fees col,lected by the two cities include both local and RWP rate components. Page 7 PROPOSED FY 06-07 BUDGET AND eIP Metropolitan Wastewater Management Commission EXHIBIT 1 REGIONAL WASTEWATER PROGRAM INTERAGENCY COORDINATION STRUCTURE / LANE COUNTY COMMISSIONERS EUGENE CITY COUNCIL Overview SPRINGFIELD CITY COUNCIL METROPOLITAN WASTEWATER MANAGEMENT COMMISSION Operation & Maintenance Contract EUGENE WASTEWATER DIVISION - Regional Facility Operation and Maintenance - Major Rehab & Equipment Replacement - Technical Services - Pump Station and Interceptor Operations and Maintenance - EJgene Pretreatment Program ENGINEERING DIVISION - Sewer User Customer Service MAINTENANCE DIVISION Regional Sewer Line Support SPRINGFIELD ENVIRONMENTAL SERVICES DIVISION - Planning - Capital Construction - Rates, Revenues - Interagency Coordination - Public Information/Education - Springfield Pretreatment Program - Legal and Risk Services - Sewer User Customer Service FINANCE DEPARTMENT - Accounting & Financial Reporting TECHNICAL ADVISORY COMMITTEE - Administrative Policy Decisions & Coordination - Capital Project Planning & Coordination - Interagency Issues - Operational Policy Decisions and Coordination - Capital Construction Guidance - Design Standards Development KEY OUTCOMES ACHIEVE Page 8 PROPOSED FY 06-07 BUDGET AND eIP l , REGIONAL WASTEWATER PROGRAM BUDGET BUDGET AND PROGRAM SUMMARY ~ Metropolitan Wastewater Management Commission Budget and Program Summary REGIONAL WASTEWATER PROGRAM FY 06-07 BUDGET MWMC's RWP Operating Budget provides the Commission and governing bodies with an integrated view of the RWP elements. Exhibit 2 provides a summary of the overall Operating Budget. Separate Springfield and Eugene agency budgets and staffing also are presented within this budget document. Major program areas supported by Springfield and Eugene are described in the pages that follow and are summarized in Exhibit 4 on page 22. Finally, Exhibit 5 on page 23 combines revenues, expenditures, and reserves to illustrate how funding for all aspects of the RWP is provided. It should also be noted that the "Amended Budget FY 05-06" column in all budget tables represents the updated FY 05-06 RWP budget as of January 17,2006, which reconciled actual beginning balances at July 1, 2005, and approved budget transfers and supplemental requests. EXIllBIT 2 REGIONAL OPERATING BUDGET SUMMARY AMENDED BUDGET CHANGE (1) FY 05-06 INCR/(DECR) FTE 92.65 6.72 Personnel Services (2) $7,564,493 $357,368 5% Materials & Services (2) 5,653,156 28,715 1% Capital Outlay (2,3) 217,656 (10,400) -11% Equip Replacement Contr (4) 346,056 257,021 74% Capital Reserve Contr (5) 3,137,500 89,069 3% Working Capital Reserve (6) 700,000 0 0% Rate Stability Reserve (7) 852,884 792,304 93% Operating Reserve (8) 1,327,085 142,424 12% Revenue Bond Reserve (9) 3,150,000 850,000 27% Debt Service (10) 762,500 710,931 93% Budget Summary $23,711,330 $3,217,432 14% Notes: 1. The Change column and Percent Change column compare the proposed FY 06-07 budget with the originally Adopted FY 05-06 Budget column. 2. Personnel Services, Materials and Services, and Capital Outlay budget amounts represent combined Springfield and Eugene Operating Budgets that support the RWP. 3. Capital Outlay does not include CIP, Equipment Replacement, Major Capital Outlay, or Major Rehabilitation, which are capital programs. 4. The Equipment Replacement Contribution is a budgeted transfer of operating revenues to "sinking funds" (reserves) for scheduled future replacement of major equipment, vehicles, and computers. 5. The Capital Reserve Contribution is a budgeted transfer of operating revenues to "sinking funds" (reserves). Capital is passed through the Springfield Administration Budget. Page 9 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Budget and Program Summary 6. The Working Capital Reserve acts as a revolving account which is drawn down and replenished on a monthly basis to fund Eugene's and Springfield's cash flow needs. 7. The Rate Stability Reserve is used to accumulate revenues available at year-end after the budgeted Operating Reserve target is met. It is budgeted based on projected revenues and expenditures and is intended to lessen the size of needed rate increases over time. 8. The Operating Reserve is used to account for the accumulated operating revenues net of operations expenditures. The Commission has adopted a policy of maintaining a minimum Operating Reserve balance approximately equal to 10% of the adopted Operating Budget. This targeted level of funding provides for contingency funds in the event unanticipated expenses or revenue shortfalls occur during the budget year. 9. The Revenue Bond Reserve was established in FY 05-06 to recognize and record reserves required by revenue bond covenants. 10. The Debt Service line item is the sum of interest and principal payments on the Revenue Bonds. Page 10 PROPOSED FY 06-07 BUDGET AND eIP Metropolitan Wastewater Management Commission Budget and Program Summary PROGRAMS AND SIGNIFICANT SERVICE/EXPENDITURE CHANGES PROGRAM: RWP ADMINISTRATION CITY OF SPRINGFIELD In FY 06-07, the City of Springfield will support the following major regional initiatives in addition to ongoing Commission administration and industrial pretreatment activities: . Continue to implement the WWFMP, including flow monitoring, data tracking, and regional coordination, and complete a WWFMP update. . Implement the Capital Financing Plan including management of debt financing, and establishment of financial systems to manage bond proceeds and accounting requirements. . Complete phase two of Biocycle Farm construction and planting. . Complete a Poplar Marketing and Harvest Plan. . Continue implementation of consultant recommendations for efficiency and effectiveness improvements in the construction management program, including construction program management/tracking and business management systems. . Continue enhanced public information and outreach activities focused on the MWMC Facilities Plan. . Complete a reclaimed water end-use market/feasibility study and capital plan. . Review and update the budget and rate model for efficiency and effectiveness improvements. . Review and update the local industrial discharge limits to address compliance with MWMC's NPDES permit. . Complete data archiving for MWMC documents and drawings. . Protect R WP interests through participation in Association of Clean Water Agencies activities. . Continue participation in the Pollution Prevention Coalition of Lane County. . Support renewal ofMWMC's NPDES permit. SIGNIFICANT CHANGES FOR FY 06-07 The budget for Springfield Personnel Services, Materials and Services, and Capital Outlay for FY 06-07 totals $3,380,555 representing an overall increase of $444,360 over the adopted FY 05-06 budget (15%); it is a $132,838 decrease from the amended FY 05-06 budget (.04%). Personnel Services Personnel Services totaling $1,580,755 represent an FY 06-07 increase of $430,939 or 37% over the originally adopted FY 05-06 budget. It represents a 15% increase over the amended FY 05- 06 budget, which included additional Construction Management Program staff. The major changes are in the following budget categories: Page 11 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Budget and Program Summary Staffing During mid-year budget review in FY 05-06 Springfield added 6 FTE to support the MWMC Construction Management program, and reduced staffmg by .2 FTE in accounting. No new changes in staffing levels are proposed for FY 06-07. Regular Wages - Budget Request $1,105,564 [Increase of $306,383 or 38% over original adopted FY 05-06 budget; $157,988 or 17% over the amended FY 05-06 budget] · Salaries for FY 06-07 increase by 2.0% per an estimate of the contract agreement between the City of Springfield and the local union (OPEU). Merit increases for some employees are also budgeted. Most of the increase in regular wages is from the full-year impact of the six positions that were added to the FY 05-06 budget at mid-year. Employee Benefits - Budget Request $466,091 [Increase $124,520 or 36%. over original adopted FY 05-06 budget; $44,175 or 10% over the amended FY 05-06 budget] · The overall increase in employee benefits is primarily due to the increased FTEs, but on a per FTE basis, it is due to a 3.5% increase in the cost of health insurance for a typical employee (two-party coverage). The PERS rate did not change for FY 06-07. Materials and Services The proposed Materials and Services budget represents a total FY 06-07 increase of $13,421 or 1 % over the originally adopted FY 05-06 budget; it is a $297,071 or 14% reduction from the amended FY 05-06 budget. The major changes are in the following budget categories: Billing and Collection Expenses - Budget Request $382,000 [Decrease of $13,000 or 3%] · Billing and Collection expenses are projected to decrease by 3%. This reduction is primarily due to the fact that the adopted FY 05-06 budget reflected anticipated billing rate increases from both the Springfield Utility Board (SUB) and Eugene Water and Electric Board (EWEB), neither of which took place. Further, SUB will not be imposing a rate increase for FY 06-07. Contractual Services - Budget Request $226,000 [Decrease of $66,500 or 230/0 from the originally adopted FY 05-06 budget; it is a $127,802 or 36% reduction from the amended FY 05-06 budget] · The Contractual Services budget contains budgeted funds for consultant support to ongoing MWMC administration activities. The anticipated reductions in contractual services needs are attributed primarily to two things: taking on regional flow monitoring activities in-house (a reduction of $50,000); and reducing the back log of data archiving that is out-sourced (a reduction of $12,500). Page 12 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Bud~et and Program Summary Internal Charges - $266,988 [Net Decrease of $8,924] · The Springfield budget office created a new methodology for internal charges which combines the internal data processing charge and the phone equipment charge with the indirect charge. The new charge is assessed at $13,250 per FTE. Adopted Proposed FY 05-06 FY 06-07 Data Processing Charge 39,450 0 Phone Equipment Charge 510 0 Indirect Cost 235,952 266,988 TOTAL 275,912 266,988 Property and Liability Insurance - Budget Request $291,500 [Increase of $16,500 or 6%] · Insurance amounts are based on industry projections provided by MWMC's insurance Agent of Record. Computer Software - Budget Request $33,641 [Increase of $26,434 or 367% over the originally adopted FY 05-06 budget; it is a decrease of $48,566 or 59% from the amended FY 05-06 budget] · The amended FY 05-06 budget included funding to purchase construction program management and tracking software as well as software for six additional FTE. The FY 06-07 budget includes funding to support annual software license fees. Equipment Maintenance - Budget Request $9,600 [Increase of $7,150 or 292%] · Equipment Maintenance will increase in FY 06-07 to include maintenance on six regional wastewater flow monitors. This increase is more than offset by a $50,000 reduction in Contractual Services costs associated with managing the flow monitors and associated data, a task that has been absorbed by in-house staff. In addition to the previous budget categories, the following changes are a result, for the most part, of the impact of the 6 FTE, offices, and a vehicle added in FY 05-06 to support the MWMC Construction Management Program. Telephone Charges - Budget Request $2,426 [Increase of $2,050 or 545%] Travel & Meeting Expenses - Budget Request $29,671 [Increase of $8,850 or 43%] Gasoline & Oil- Budget Request $2,000 [Increase of $971 or 94 %] Utilities - Budget Request $9,224 [Increase of $3,470 or 60%] Internal Vehicle Maintenance Charge - Budget Request $3,532 [Increase of $1,555 or 79%] Page 13 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Budget and Program Summary Internal Employee Benefit - Budget Request $16,926 [Increase of $5,529 or 49%] Capital Outlay - Budget Request - $0 . There are no Capital Outlay purchases requested for FY 06-07. Page 14 PROPOSED FY 06-07 BUDGET AND eIP Metropolitan Wastewater Management Commission Budget and Pro&ram Summary PROGRAM: REGIONAL WASTEWATER FACILITIES OPERATION AND MAINTENANCE - CITY OF EUGENE In FY 06-07, Eugene staffwill support the following major regional initiatives in addition to ongoing operational activities. · Continue efforts to optimize service effectiveness and efficiency, further develop performance measurement and tracking systems (such as with development and implementation of a Balanced Scorecard approach to defining and managing organizational objectives). · Manage the Operations & Maintenance (O&M) aspects of the Biocycle Farm, continuing the development of the biosolids irrigation practices and poplar tree management. · Manage the O&M responsibilities of the NPDES permits for the wastewater discharge and treatment plant stormwater programs and the LRAp A air emissions permit for the regional wastewater treatment plant. · Work cooperatively on the CIP elements and effectively integrate capital project work with ongoing O&M activities, with emphasis on maintaining an effective CIP management and coordination program with Springfield. · Conduct an assessment of resource needs (staffing and M&S) associated with the CIP scheduled in the Facilities Plan, report to the Commission in the FY 07-08 budget process. · Continue to evaluate impacts of regulatory actions (such as the Federal Blending Policy, Willamette River TMDLs, newly adopted state water quality standards) upon operational responsibilities. · Complete scheduled major rehabilitation and equipment replacement projects in an efficient and timely manner. · Develop the maintenance management program, including utilization of the computerized maintenance management system for maintenance scheduling, asset information, reporting, and monitoring performance. SIGNIFICANT CHANGES FOR FY 06-07 The proposed budget for Operations and Maintenance (personnel, materials and services, and capital outlay) for FY 06-07 totals $9,659,696. The budget categories show a 1 % decrease from the FY 05-06 budget. Significant changes proposed for the FY 06-07 Operations and Maintenance budget of the regional wastewater treatment facilities include: Personnel Services Personnel Services totaling $6,112,366 represent an FY 06-07 a decrease of$73,571 or 1 %. The major changes are in the following budget categories: Staff'mg . II A budget increase of .92 FTE allocations is projected for FY 06-07. Page 15 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Bud~et and Program Summary 1.0 New Biosolids Technician 2 - Technician is responsible for daily scheduling and implementation of irrigation, assigned site operations, preventative and minor corrective maintenance, recordkeeping, reporting, equipment operations to meet minimum designed irrigation rates for phase one operations. 0.50 New Application Support Technician - This is a half-time position to replace an information tech staff position that was reassigned to administer the Distributed Control System. This position will support the many extensive software systems and utilities that are used in the operations and management of the regional wastewater treatment facilities. (.58) Fund Reallocations - During the preparation of the annual budget proposal, the distribution of FTE hours for regional and non-regional activities from the previous year is reviewed and adjustments are made to the next year's allocation to account for any differences between the projected and the actual labor distributions. Regular Wages - $3,779,183 [Increase of $155,167 or 4%] · Salaries are based upon negotiated management/labor contracts between the City of Eugene and the local union (AFSCME). The Cost of Living (COLA) is projected at 2.45%. The increase also includes annual merit raises as applicable, the FTE adjustments described above, plus 1.5 new FTEs for a Biosolids Technician (1:0 FTE) and an Application Support Tech (.5 FTE). Employee Benefit - $1,381,951 [Decrease of ($189,898) or (12%)] . The decrease in employee benefits is driven by a decrease in payroll costs for PERS contributions. PERS went from a rate of 36.5 to 29.16 which results in a 20% decrease in our PERS rate. Extra Help - $20,515 [Decrease of ($46,433) or (69%)] . Most extra help expenses have moved from using City hired temporary employees to contracted temporary employees. It has been determined that overhead is less expensive when using contracted temporary staff. Contracted temporary employee expenses are budgeted in the Materials & Services section of the budget. Materials and Senrices The proposed Materials and Services budget totaling $3,461,330 represents a total FY 06-07 increase of$15,294 which is 0.4%. The major changes are in the following budget categories: Utilities -$616,414 [Decrease of ($54,707) or (8%)] . The decrease in this line item is due to the transfer of three pump stations from regional to Eugene local as a result of the revision to the IGA. Page 16 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Budget and Program Summary Fleet Operating Charges-$239,030 [Increase of $52,735 or 28%] · The increase in this line item is due to higher fuel costs. Maintenance of Equipment & Facilities -$273,010 [Increase of $24,576 or 10%] · The increase in this line items includes $18, 932 for Pruning Services and $5,000 for Road Maintenance at the Poplar Farm. These are both new services related to the ongoing maturation of the Biocycle Farm operation. Contractual Services - $298,539 [Increase of $79,121 or 36%] · This line account includes $49,025 that was moved from the City hired temporary help budget to the contracted temporary help budget. (See explanation above under Extra Help.) There is a budgeted expense for lagoon cleaning of $50,000. Along with these increases, there is a decrease of $25,000 from a one-time purchase for upgrade to the engine generator in the current budget. Chemicals-$212,798 [Decrease of ($52,558) or (20%)] · A reduction of $43,785 is due to a one-time FY 05-06 budget request for polymer used in the biosolids program. The remaining reduction was related to adjusting the budget to reflect the FY 05-06 actual use of chemicals in the regional treatment plant. Parts & Components -$229,810 [Decrease of ($34,200) or (13%)] · A decrease in cost for maintaining equipment was due to one-time purchase of a Catalytic Converter for the cogen unit in FY 05-06. In addition, there is a reduction of $7,450 for Parts & Components due to transfer of Regional Pump Stations to Local Pump Stations. Computer Equipment, Supplies, Maintenance $184,702 [Increase of $81,018 or 78%] . This line item reflects an increase of$37,136 in the City's computer maintenance rates. Additionally, this line item includes a one-time purchase of $60,000 for O&M Software. The remaining difference is due to a reduction from the one-time purchases in the current budget. Indirects - Budget Request $724,730 [Decrease of ($33,120) or (4%)] . Indirects are charged based upon actual personnel and materials and services expenses. The rate used to calculate the FY 06-07 budget is 8.19%, a decrease from the FY 05-06 indirect rate of 8.54%. Page 17 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Bud~et and Prowam Summa!)' Capital Outlay Capital Outlay - Other - $86,000 . Equipment Trailer . Man LiftlBucket Truck $31,000 $55,000 Page 18 PROPOSED FY 06-07 BUDGET AND elF Metropolitan Wastewater Management Commission Budget and Pro~am Summary CAPITAL PROGRAMS The RWP budget encompasses several Capital Programs, including the CIP, the Major Rehabilitation Program, the Major Capital Outlay Program and the Equipment Replacement Program. The CIP consists of capital projects that are administered by the City of Springfield as part of its contract responsibilities for MWMC. CIP projects typically provide for new or expanded facilities and/or capacity enhancements. The annual CIP budget is separate from the Operating Budget. The proposed FY 06-07 CIP is funded by a combination of SDCs, contributions from the Operating Budget, and Capital Reserves. Consistent with MWMC's adopted Financial Plan, a revenue bond issuance is planned in FY 06-07 to augment CIP funding. The proposed FY 06-07 CIP budget is summarized in Exhibit 3 below, and described on pages 29-38. Other capital programs, consisting of the Major Rehabilitation Program, Major Capital Outlay and the Equipment Replacement Program include capital projects/purchases that are administered by the City of Eugene as part of its contractual responsibilities for MWMC. These programs provide for major construction, repairs, and purchases necessary to maintain functionality, lifespan, and effectiveness of existing facility assets and capacity. The proposed FY 06-07 budget for these capital programs is summarized below in Exhibit 3, and itemized on page 37. EXHIBIT 3 REGIONAL CAPITAL PROGRAMS ADOPTED AMENDED PROPOSED BUDGET BUDGET BUDGET FY 05-06 FY 05-06 FY 06-07 Capital Improvement Program (Springfield) 35,622,000 46,153,875 51,148,276 Other Capital (Eugene) Major Rehabilitation 192,000 522,518 263,000 Equipment Replacement 580,133 1,241,848 310,335 Major Capital Outlay 0 0 0 - Total Capital Bud2et $36,394,133 $47,918,241 $51,721,611 Page 19 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Budget and Program Summ811' ACTUAL SPRINGFlELD FY 04-05 MWMC ADMINISTRATION Personnel Services $501,182 $211,287 25% Materials & Services 1,314,394 (4,716) 0% Capital Outlay 25674 0 NA TOTAL $1,841,250 $206,571 8% INDUSTRIAL PRETREATMENT Personnel Services $150,274 ($10,250) -5% Materials & Services 75,413 5,460 8% Capital Outlay 0 0 NA TOTAL $225,687 ($4,790) -2% ACCOUNTING Personnel Services ($13,344) -14% Materials & Services 12,677 39% Capital Outlay 0 NA TOTAL ($667) -1% TOTAL SPRINGFIELD Personnel Services $430,939 37% Materials & Services 13,421 1% Ca ital Outla 0 NA TOTAL $444,360 15% EUGENE ADMINISTRA TIVE SERVICES Personnel Services $912,579 14,745 1% Materials & Services 497,632 53,522 12% Capital Outlay 0 0 NA TOTAL $1,410,211 $68,267 4% BIOSOLIDS MANAGEMENT Personnel Services $769,517 8% Materials & Services 613,289 6% Capital Outlay 23 043 NA TOTAL $1,405,850 6% INDUSTRIAL SOURCE CONTROL Personnel Services $363,265 ($22,271) -5% Materials & Services 68,028 (94) 0% Capital Outlay 0 0 NA TOTAL $431,293 ($22,365) -4% TREATMENT PLANT Personnel Services $3,153,441 ($48,691) -1% Materials & Services 1,660,210 49,450 3% Capital Outlay 31 205 12 000 16% TOTAL $4,844,856 $12,759 0% REGIONAL PUMP STATIONS Personnel Services $99,309 -57% Materials & Services 211,141 -38% Capital Outlay 0 NA TOTAL $310,450 -44% SEASONAL INDUSTRIAL WASTE FAC Personnel Services $115,547 1% Materials & Services 54,001 -4% Capital Outlay 0 NA TOTAL $169,547 -11% TOTAL EUGENE Personnel Services $5,413,658 -1% Materials & Services 3,104,300 0% Capital Outlay 54,248 -36% TOTAL $8,572,207 -1% TOTAL REGIONAL BUDGET Page 20 PROPOSED FY 06-07 BUDGET AND elP Metropolitan Wastewater Management Commission Bud~ct~dPro~amSwnmmy EXHIBIT 5 REGIONAL W ASTEW ATER PROGRAM BUDGET SUMMARY AND COMPARlSON AMENDED BUDGET FY 05-06 FTE $3,513,393 20.15 9,921,912 72.50 3,137,500 346,056 6,029,969 762 500 $23,711,330 92.65 OPERATING BUDGET Administration Operations Capital Contribution Equip Repl - Contribution Operating & Revenue Bond Reserves Debt Service Total Operating Budget Funding: Beginning Balance User Fees Other Total Operating Budget Funding CAPITAL PROGRAM BUDGET SPRINGFIELD Biosolids - Poplar Plantation Biosolids - Poplar Plantation II Biocycle Farm Hose Reels Biosolids - Line Lagoons I Electronic Records & Storage Lab Modification River Avenue Improvements WWFMP Update Support Private Lateral Program Wilakenzie Pump Station Expansion 2004 Facilities Plan Facility Plan Engineering Services Inffluent Pumping Improvements Dry Weather Headworks Clarifier Improvements Primary Clarifier Enhancements Digester Mixing Improvements Design Digester Mixing Improvements Waste Activated Sludge Thickening Odorous Air Treatment I South Aeration Basin Improve Design South Aeration Basin Improvements Effluent Reuse I Secondary Clarifier Enhance Design Secondary Clarifier Enhancements 9th & lOth Secondary Clarifier Construction Management Facilites EUGENE Equipment Replacement Purchases Ma' or Rehab Total Capital Projects Funding: Reimbursement SDC Reserve Improvementment SDC Reserve Equipment Replacement Capital Reserve Total Capital Projects Funding $4,299,621 $1,629,526 16,150,000 1,124,000 3,261,709 1,053906 $23,711,330 $3,807,432 1,245,767 NA 319,000 (20,000) 420,000 (15,000) 1,858,000 942,000 0 NA 150,000 NA 351,000 149,000 266,000 166,000 266,000 NA 6,377,000 836,000 0 NA 0 NA 1,807,000 72,000 0 NA 15,925,000 NA 0 NA 185,596 NA 2,757,000 505,596 2,657,000 (20,000) 2,445,000 295,000 686,680 NA 6,913,000 2,866,680 0 NA 0 NA 1,425,000 NA 0 NA 99,832 NA 1,241,848 (269,798) 522518 71 000 $47,918,241 $15,327,478 3,325,000 $450,000 1,250,000 $1,470,000 1,241,848 (269,798) 42,101,393 13,677,276 $47,918,241 .$15,327,478 Notes: * The Change (Inc/Decr) column compares the proposed FY 06-07 budget to the originally adopted FY 05-06 budget column. Page 21 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Bud~et and Program Summary OPERATING BUDGET AND RATE mSTORY The graphs on the following page show a five-year Regional Operating Budget comparison, and Regional Residential Sanitary Sewer costs over a fifteen-yel;lr period. Because the Equipment Replacement and Major Infrastructure Rehabilitation programs are managed in the Eugene Operating Budget, these programs are incorporated into both the five-year Regional Operating Budget comparison graph (on the following page) and the Five- Year Capital Programs comparison graph on page 38. Between FY 96-97 and FY 00-01, the Commission was able to maintain the same rate of$8.78 (monthly regional sewer cost) for the typical residential user, based on 5,800 gallons. This was achieved through the implementation of a competitiveness work plan which resulted in improved effectiveness and cost reduction. It should be noted that during the same timeframe, average residential water usage dropped to about 5,000 gallons per month due to the effects of building code changes and conservation measures. At 5,000 gallons typical usage, the average regional component of wastewater residential bills went down to about $8.13 per month. This trend resulted in a steady decline of revenues on a per household basis. For FY 01-02, MWMC adopted a rate increase of 5%. The increase was intended to provide sufficient funding for several years. However, the fiscal year saw the beginning of an economic downturn, unexpected increases in power costs, billing and collection costs, and employee benefit costs. At the same time, reduced usage due to aggressive conservation efforts on the part of the water utilities resulted in a significant shortfall in revenue. The 5% increase in user rates resulted in less than a 1% increase in revenue in FY 01-02. The FY 02-03 budget was balanced without the need for a rate adjustment. At 5,000 gallons typical usage, the average residential bill during this two-year period was about $8.53 per month. For the FY 03-04 budget, the Commission adopted a rate increase of 6.5%. The combination of increased operating costs and decreased revenues would have required a much higher increase, but the Commission chose to moderate the rate impact through a one-time reduction in the contribution to the Capital Reserve and a commitment to raise rates in the following year by at least the same percentage to restore adequate funding for capital programs. At 5,000 gallons typical usage, the average residential bill during FY 03-04 was $9.09 per month. Long-range capital financing needs dominated MWMC rate considerations in FY 04-05. The 2004 MWMC Facilities Plan, completed in FY 03-04, identified performance improvements and capacity increases necessary to meet the needs of present and future users through the year 2025. The cost of these improvements is estimated at $144,000,000 (in 2004 dollars). MWMC considered a number of user rate scenarios in which rates would have increased from 12% to 38%. Ultimately, the Commission chose a scenario which increased rates 24% initially and 6% for several years after. At 5,000 gallons typical usage, the average residential bill during FY 04- 05 is $11.28. The rate scenario chosen by MWMC in FY 04-05 included a 24% initial increase followed by several years with 6% increases. This scenario is projected to adequately fund capital programs assuming implementation of the Commission's debt-financing strategy, along with increases in Operations for additional staff to assist in the Construction Management program and to Page 22 PROPOSED FY 06-07 BUDGET AND ClP Metropolitan Wastewater Management Commission Bud~et and Program Summary maintain new facilities. The revenues required to fund the FY 06-07 Operating Budget will necessitate a 6% user rate increase which is consistent with the Commission's three-year rate strategy. This new rate will result in an average residential billing of$12.68 per month, based on a typical residential water consumption of 5,000 gallons, which is about a $.72 increase. 5-YEAR REGIONAL OPERATING BUDGET COMPARISON $14,000,000 $12,000,000 mmmmmmmm mmmm$12,664,568 ....... . ..... .$13;{}77;061m $10,000,000 $8,000,000 $6,000,000 $4,000,000 $2,000,000 $0 The figure below compares the regional component of average monthly residential sewer cost on several different basis; average usage, actual usage, actual cost, and cost adjusted for inflation. Regional Residential Sanitary Sewer Cost 1984-2007 15.00 13.00 1ii 11.00 0 () J:o .c C 9.00 i 7.00 5.00 15.00 13.00 11.00 9.00 7.00 5.00 ~ oc e: 3.00 ;i; :;; oc ~ a: c;: N ~ '" ~ '" r- oc ~ '" g N ~ '" ~ :g r- oc '" '" '" '" '" '" ~ '" '" '" '" '" '" e: e: e: e: e: e: e: e: e: e: e: e: e: '" '" '" '" '" '" '" N N N .... N N N N Year 3.00 ___ Cost Based on 5000 gaVrro Usage (Historical method of presentation) -+- Cost based on Actual Residential Usage (Usage is trending dOlMlWard - from 6300 gaVmo in 1988 to 4900 gal/mo in 2003) -ir Cost Adjusted for Inflation (Based on actual residential usage) Page 23 PROPOSED FY 06-07 BUDGET AND CIP 1 , REGIONAL WASTEWATER PROGRAM BUDGET ST AFFING Metropolitan Wastewater Management Commission Staffing EXHIBIT 6 Regional Wastewater Program * Organization Chart FY 06-07 CITY OF EUGENE - Wastewater Division 73.42 FTE ~ Division Director .84 FTE Operations Manager .82 FTE Notes: CITY OF SPRINGFIELD - Environmental Services Division & Finance Department 20.15 FTE egu ons & Enforcement 2.3 FTE Public Education .75 FTE Construction Management 13.05 FTE * ** FTE figures represent portions of Eugene and Springfield staff funded by regional wastewater funds. The chart represents groups of staff dedicated to program areas rather than specific positions. Page 24 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission StaffIng EXlDBIT 7 REGIONAL W ASTEW ATER PROGRAM POSITION SUMMARY CLASSIFICATION BUDGET FY04-05 BUDGET PROPOSED FY 05-06 FY 06-07 CHANGE SPRINGFIELD ENVIRONMENTAL SERVICES & FINANCE Public Works Director ESD/MWMC Manager ESD/MWMC Asst. Manager Enviro Services Supervisor/Sewer & Drainage Enviro Services Supervisor/Pretreat & Pollution Prev Supervising Civil Engineer Civil Engineer Engineering Assistant Public Information & Education Specialist Senior Management Analyst Secretary Clerk II Accountant Accounting Manager Business Application Technician Design & Construction Coordinator Senior Environmental Technician Construction Inspector II Environmental Services Technician I TOTAL SPRINGFIELD 0.05 0.75 0.00 0.70 0.00 0.85 3.00 2.30 0.65 0.35 0.80 1.00 1.00 0.20 0.00 0.00 0.90 1.00 0.50 14.05 0.05 0.75 0.90 0.50 0.95 1.00 2.00 2.35 0.65 0.00 0.80 0.80 1.00 0.20 0.00 0.00 0.90 1.00 0.50 14.35 0.05 0.75 0.90 0.50 0.95 2.00 2.00 2.35 0.65 0.00 0.80 0.80 0.80 0.20 1.00 3.00 0.90 2.00 0.50 20.15 0.00 0.00 0.00 0.00 0.00 1.00 0.00 0.00 0.00 0.00 0.00 0.00 -0.20 0.00 1.00 3.00 0.00 1.00 0.00 5.80 Note: Springfield's Industrial Pretreatment Program staffmg of2.45 FTE is incorporated into the position summary because the Industrial Pretreatment Programs are funded through the RWP. Page 25 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Staffing EXIllBIT 7 (Continued) REGIONAL W ASTEW ATER PROGRAM POSITION SUMMARY BUDGET BUDGET PROPOSED CLASSIFICATION FY 04-05 FY 05-06 FY 06-07 CHANGE EUGENE W ASTEW ATER DIVISION & OTHER PW Division Director 0.65 0.75 0.84 0.09 Operations Manager 0.84 0.85 0.82 -0.03 Business Manager 0.91 0.89 0.89 0.00 Pretreatment/Laboratory Supervisor 0.83 0.82 0.79 -0.03 Operations Supervisor 1.00 1.00 1.00 0.00 Residuals Supervisor 1.00 1.00 1.00 0.00 Pwnp Station Supervisor 0.25 0.25 0.10 -0.15 Maintenance Supervisor 0.97 0.96 0.97 0.01 Facilities Supervisor 0.93 0.95 0.93 -0.02 Stores Supervisor/Buyer 0.91 0.89 0.89 0.00 Environmental Data Analyst/Sampling Supervi~ 0.40 0.67 0.68 om Health and Satety Supervisor 0.91 0.89 0.89 0.00 Technical Services Analyst 0.66 0.89 0.89 0.00 Project Specialist 0.93 0.93 0.93 0.00 PW Maintenance Supervisor 0.05 0.05 0.05 0.00 Applications System Analyst 1.82 1.78 1.78 0.00 Applications Support Technician 0.91 0.89 1.39 0.50 Maintenance Technician 0.85 0.35 0.35 0.00 Communications & Control Specialist 0.90 0.00 0.00 0.00 Wastewater Technician (Operator) 15.00 15.00 15.00 0.00 Wastewater Technician (Residuals) 3.00 4.00 5.00 1.00 Wastewater Technician (Pretreatment) 3.22 3.22 3.17 -0.05 Wastewater Technician (Laboratory) 4.95 4.84 4.73 -0.11 Wastewater Technician (Sampling) 1.22 1.87 1.85 -0.02 Wastewater Technician (Mechanical) 7.22 7.22 7.00 -0.22 Wastewater InstrwnentlElectrician 2.90 3.83 3.88 0.05 Electrician 1.96 1.97 1.97 0.00 Maint Worker 9.38 9.54 9.43 -0.11 Billing Specialist 0.25 0.75 0.75 0.00 Program Specialist 0.90 0.89 0.89 0.00 Admin Aide 1.82 1.78 1.78 0.00 Stores Clerk 1.82 1.78 1.78 0.00 Custodial Worker 1.00 1.00 1.00 0.00 TOTAL EUGENE 70.36 72.50 73.42 0.92 84.41 86.85 93.57 6.72 Page 26 PROPOSED FY 06-07 BUDGET AND CIP , . REGIONAL WASTEWATER PROGRAM BUDGET CAPITAL PROGRAM Metropolitan Wastewater Management Commission Capital Improvements Program REGIONAL WASTEWATER PROGRAM CAPITAL PROGRAMS The FY 06-07 CIP budget is included in the administration (Springfield) portion of the R WP budget. The five-year CIP begins on page 52. Until recently, CIP projects have come primarily from the 1997 Master Plan, the 1997 Biosolids Management Plan, and the 2001 WWFMP. In Early 2004, MWMC, the three Governing Bodies and the Oregon Department of Environmental Quality approved the 2004 Facilities Plan and twenty-year project list, which address anticipated increased regulatory requirements and wet weather flow and user capacity needs through 2025. All of the projects from previous plans and studies have been incorporated into the 2004 Facilities Plan, which now provides a complete basis for the one and five-year CIPs reflected below. The FY 06-07 CIP budget is composed of projects carried over from previous years and projects planned in the 2004 Facilities Plan for design and/or construction in FY 06-07. CIP project summaries are provided below and on the following pages. The FY 06-07 CIP is funded using a combination of Capital Reserves and SDCs. Other capital programs, including Equipment Replacement, Major Capital Outlay, and Major Rehabilitation are included in the operations (Eugene) portion of the RWP budget. The basis for planning in these capital programs involves an annual evaluation by operations staff of major assets, where they are in their projected life cycles, performance/maintenance records, etc. FY 06- 07 funding for these programs will come from the Equipment Replacement Reserve and Capital Reserve. Itemized lists of, and budgets for, Equipment Replacement purchases and Major Infrastructure Rehabilitation projects are included on page 37. There are no Major Capital Outlay purchases scheduled for FY 06-07. CAPITAL IMPROVEMENT PROJECTS Carryover Proiects: These projects represent a continuation of previously budgeted activities. Biocycle Farm Phase 2 Improvements FY 06-07 Capital Budget = $299,000 Expected Cash Flow: "" FY 06-07= $299,000 Phase 2 of Biocycle Farm involves soil preparation and planting of an additional 130 acres to increase biosolids removal from the existing lagoons. Consistent with the MWMC Biosolids Management Plan, this Biocycle Farm expansion provides MWMC with more flexibility and control of the overall biosolids management program. It also will enable MWMC to meet the revised DEQ-approved time-line for draining and relining the facultative sludge lagoons. Soil preparation work at the site is scheduled for the summer/fall of 2006 with planting to occur in spring 2007. Page 27 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Capital Improvements Program Biocycle Farm Hose Reels FY 06-07 Capital Budget = $405,000 Expected Cash Flow: * FY 06-07 = $405,000 Additional hose reels need to be purchased to increase liquid biosolids application to the MWMC Biocycle Farm. Changes in pumping capacity resulting from pump station modifications require the addition of six new hose reels rather than the four originally proposed. $225,000 in EP A grant funds have been secured to pay for a portion of the project cost. Bid solicitation has been scheduled for spring 2006. Biosolids Management Facility (BMF) - Lagoon Lining Phase 1 & Dredge Movement System Improvements FY 06-07 Capital Budget = $2,800,000 Expected Cash Flow: * FY 06-07 = $1.500,000 FY 07-08 = $1,300,000 On-site field testing indicates that the lagoons at the BMF may be leaking. MWMC has committed to reline all four lagoons over the next several years. This project will include upgrades to the existing dredge movement system for safety and operational efficiency. A request for proposals (RFP) for engineering services is being developed and selection of a design consultant is scheduled for spring 2006. River Avenue Street Improvements FY 06-07 Capital Budget = $500,000 Expected Cash Flow: * FY 06-07 = $250,000 FY 07-08 = $250,000 The City of Eugene is planning River Avenue street improvements along the WPCF frontage. A portion of the street improvement costs will be assessed to abutting property owners, including MWMC. Eugene has developed and approved a design concept for the street improvements. Eugene staff expects construction to occur this summer and have provided a new cost estimate of $500,000 for the project. We will continue to fmance the street improvements within the capital budget and are proposing an increase in next year's budget to cover the additional costs. Wet Weather Flow Management Plan Update FY 06-07 Capital Budget = $432,000 Expected Cash Flow: * FY 06-07 = $432,000 The WWFMP, approved in 2001, identified local and regional wastewater improvements necessary to manage wet weather flows relating to infiltration/inflow issues. Updates to the WWFMP study are needed to monitor the performance of the Eugene/Springfield collection system improvements and confirm the recommended solution (i.e. - collection system Page 28 PROPOSED FY 06-07 BUDGET AND eIP Metropolitan Wastewater Management Commission Capital Improvements Program rehabilitation, conveyance/pumping improvements and wastewater treatment plant upgrades). Data collected during rainfall will be used to update the collection system'hydraulic model and evaluate system performance. Dry winters have delayed collection of adequate flow data for the basis of the WWFMP update. City of Eugene and City of Springfield staffwill be developing a scope for the project. At this time, we expect to start the update in FY 06-07. Willakenzie Pump Station Expansion (related to Influent Pumping Solution) FY 06-07 Capital Budget = $7,213,000 Expected Cash Flow: * FY 06-07 = $3,000,000 FY 07-08 = $4,213,000 The Willakenzie pump station project must be coordinated with the influent pumping project and should be under the same consultant contract. DEQ pumping redundancy requirements will need to be reviewed by the design consultant/team and MWMC as the project develops. The 2004 MWMC Facilities Plan has committed to increasing the capacity of the Willakenzie pump station from 80 mgd to 135 mgd. A combined Willakenzie Pump Stationllnfluent PumpinglHeadworks Expansion project is being planned and an RFP for the engineering work is expected to be advertised in late FY 05-06, with design to be completed in FY 06-07. Influent Pumping Improvements- (Screw Pump Station Expansion or Alternative Solution) FY 06-07 Capital Budget = $1,879,000 Expected Cash Flow: * FY 06-07 = $879,000 FY 07-08 = $1,000,000 Three or more influent pumping alternatives/solutions will need to be evaluated by a consulting firm during the MWMC pre-design phase of this project. The 2004 MWMC Facilities Plan adopted plans for an upgrade to the screw pump station by adding a fifth pump to increase the capacity from 84 mgd to 99 mgd. The total influent pumping capacity of all directly connected pump stations and gravity pipes is estimated at 277 mgd for peak wet weather flow. DEQ pumping redundancy requirements will need to be reviewed by the design consultant/team and MWMC as the project develops. This project needs to be coordinated with other pump station improvements that have a direct connection to the WPCF (example - Willakenzie Pump Station Expansion). A combined Willakenzie Pump Stationllnfluent PumpinglHeadworks Expansion project is being planned and an RFP for the engineering work is expected to be advertised in late FY 05-06, with design to be completed in FY 06-07. Page 29 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Capital Improvements Program Digester Mixing Improvements (Design and Construction) FY 06-07 Capital Budget = $2,472,596 Expected Cash Flow: * FY 06-07 = $1,272,596 FY 07-08 = $1,200,000 The MWMC Facility Plan identifies the need to provide additional solids stabilization volume. This project includes design and construction of digester mixing improvements that will increase the active volume of the existing three digesters, thus allowing for additional solids stabilization volume. This will be accomplished by replacing the existing gas mixing system with a pump mixing system. This project will also defer the need to construct an additional digester. The current schedule calls for soliciting bids in February 2006, starting construction in May 2006, and completing construction by January 2008. Waste Activated Sludge Thickening (Gravity Belt Thickener Building/Equipment Expansion) FY 06-07 Capital Budget = $2,637,000 Expected Cash Flow: * FY 06-07 = $137,000 FY 07-08 = $2,500,000 The MWMC Facilities Plan includes a third gravity belt thickener by expanding the existing building. This is intended to provide additional capacity for waste activated sludge thickening and is anticipated to help delay construction of an additional digester. This project is being reviewed to determine the proper schedule for design and construction. Design work and bidding of the project should occur in FY 06-07. Ultimately, the timing for this project will be determined based on performance testing of the upgraded clarifiers. Clarifier Improvements FY 06-07 Capital Budget = $14,350,000 Expected Cash Flow: * FY 06-07 = $6,950,000 FY 07-08 = $7,250,000 FY 08-09 = $150,000 The Clarifier Improvements Project combines three separate clarifier projects identified in the MWMC Facilities Plan. These projects were combined because they have similar design and construction specifications and also because their timelines are in close proximity of each other. The bundled projects are: 1. Primary Clarifier Enhancements. The Primary Clarifier Enhancements project includes design and construction of baffling in the primary clarifiers and removal of hydraulic restrictions. Enhancing the existing clarifiers will increase primary treatment capacity, increase capacity to treat base and peak flows, and improve effluent quality _ and reliability so that a blended primary and secondary effluent can meet the currentBNPDES total suspended solids limits. Page 30 PROPOSED FY 06-07 BUDGET AND eIP Metropolitan Wastewater Management Commission Capital Improvements Program 2. Secondary Clarifier Enhancements. This project includes design and construction of baffling, inlet energy dissipation, changing out of the flocculation well, construction of an outboard launder, and retrofitting of the suction header for the existing eight clarifiers. It also includes secondary gates. Enhancing the existing clarifiers will alleviate current operational problems and increase secondary treatment capacity for base and peak flows. Effluent quality and performance reliability will also be improved. 3. 9th and 10th Secondary Clarifiers. These two new secondary clarifiers (9th and 10th) will provide additional secondary treatment and peak flow management. The wet weather secondary capacity is proposed to increase from approximately 100 mgd to 160 mgd. In addition to these projects, the Clarifier Improvements Project includes related equipment replacement of clarifier rake arms, gates, and operating systems, and some major rehabilitation work on the clarifier floors and existing rake mechanisms. The project also includes construction ofthe contractor's courtyard, which will be used to support all projects at the plant, and the construction of a tie-in to the Tertiary Filters (a portion of a future project which will be more efficiently constructed with this project). Budget transfers needed to bundle these work items under one project package were discussed at the Commission's October 20,2005 meeting and approved by the Commission at their December 15; 2005 meeting. Construction is expected to begin in spring 2006 and be completed by spring 2008. Aeration Basin Phase 1 Improvements Design and Construction (formerly South Aeration Basin Improvements) FY 06-07 Capital Budget = $9,779,680 Expected Cash Flow: * FY 06-07 = $579,680 FY 07-08 = $6,200,000 FY 08-09 = $3,000,000 The MWMC NPDES wastewater discharge permit, issued by the DEQ in 2002, now places a limit on the allowable dry weather (May 1 st through October 31 st) discharge of ammonia. In order to meet this limit, the 2004 MWMC Facilities Plan identifies projects to increase the dry weather aeration basin treatment capacity to 65 mgd with respect to ammonia (i.e., with nitrification) and increase the sustained (i.e., on a weekly basis) wet weather treatment capacity to 130 mgd. The first phase of this project includes design and construction to add step feed processing, anoxic selectors, and fine bubble diffusers, and to remove hydraulic restrictions in a portion of both the south and north basins. It also includes primary effluent flow control gates for both north and south basins. Staff will be coordinating funding of system improvements that relate to equipment replacement. During alternative selection and predesign, West Yost Consultants and staff identified a modified Phase 1 project which was different from the Facilities Plan concept, but which had several advantages over the original concept. Instead of modifying four cells of the South Aeration Basin, the new concept entails modifying two cells in the North Aeration Basin and two cells in the South Aeration Basin. This concept allows for greater flexibility with respect to operations and also in timing future enhancements to the remaining basins. Design work is ongoing and expected to be Page 31 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Capital Improvements Program completed by August 2006. Construction of Phase 1 improvements is scheduled to start in January 2007 and continue through spring of2008. Odorous Air Treatment Phase 1 FY 06-07 Capital Budget = $2,740,000 Expected Cash Flow: * FY 06-07 = $940,000 FY 07-08 = $1,800,000 Odor control systems (biofilters, biotowers, etc.) will need to be increased to maintain MWMC environmental stewardship and help address odor complaints. Some targeted odor sources will include the primary clarifiers, gravity thickeners, and pretreatment expansion. The design work will need to be coordinated with projects identified in the conceptual design and related technical memos. Design work and bidding of the project should occur in FY 06-07. New Proiects: The following projects address needs/projects identified in the WWFMP (2001) and the 2004 MWMC Facilities Plan. Facilities Plan Engineering Services FY 06-07 Capital Budget = $50,000 Expected Cash Flow: * FY 06-07 = $50,000 The purpose ofthis project is to retain consultant services related to analysis, project definition, cost estimating, interpretation and general consultation regarding the 20-year Facilities Plan. Project definitions were developed to varying levels of specificity in the 20-year Plan and there is an on-going need to have a consistent resource to help in further refining projects and determining what alternatives need to be evaluated prior to going to the market for project-specific engineering services. This is expected to be an on-going need over the life of the Plan implementation and is therefore proposed for each year of the new 5-year CIP. Dry Weather Headworks FY 06-07 Capital Budget = $2,700,000 Expected Cash Flow: * FY 06-07 = $1,700,000 FY 07-08 = $1,000,000 The Facilities Plan identified a need for expanded capacity in the headworks of the treatment _ facility. The expanded capacity will provide pretreatment for dry weather flows, while the existing headworks will be used for treatment of higher wet weather flow. The total capacity of both the existing and expanded headworks will accommodate peak flow of 277 mgd. Page 32 PROPOSED FY 06-07 BUDGET AND CIP ~ Metropolitan Wastewater Management Commission Capital Improvements Program The Dry Weather Headworks project is being considered as a project to be bundled with the Influent Pumping and Willakenzie Pump Station projects since they will each affect the other and will need to be considered together during predesign and design. The total cost estimate for this project is close to $15 million. The FY 06-07 scope will consist mainly of design work. Design should be completed in FY 06-07. EIDuent Reuse Phase 1 FY 06-07 Capital Budget = $2,891,000 Expected Cash Flow: * FY 06-07 = $1,391,000 FY 07-08 = $1,500,000 This project is a Level 4 effluent reuse system which will include a disinfection, pumping, pipeline and distribution/irrigation system for approximately 2.5 mgd of effluent land application. The purpose of the system is to remove thermal load from the Willamette River to comply with NPDES thermal load limitations. A feasibility study will be needed to identify potential end users. *Cash Flow - Projects are fully budgeted in the fiscal year in which the contract is awarded. At the end of each fiscal year, unspent funds are carried forward until the project is completed. The expected cash flow provides budget appropriations necessary for MWMC to commit to contracts that span more than one fiscal year. Page 33 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Capital Improvements Program Exhibit 8 Proposed Capital Improvements Program Projects - FY 06-07 Newly Proposed Carryover from Total for Project Description for FY 06-07 FY 05-06 FY 06-07 Carryover Projects Biocycle Farm Phase 2 Improvements 299,000 299,000 Biocycle Farm Hose Reels 405,000 405,000 Lagoon Lining Phase 1 and Dredge Movement System 1,142,000 1,658,000 2,800,000 River A venue Improvements 149,000 351,000 500,000 Wet Weather Flow Management Plan Update 432,000 432,000 WiIlakenzie Pump Station Expansion 921,000 6,292,000 7,213,000 Influent pumping Improvements 159,000 1,720,000 1,879,000 Digester Mixing Improvements Design and Construction 2,472,596 2,472,596 Waste Activated Sludge Thickening 2,637,000 2,637,000 Clarifier Improvements 14,350,000 14,350,000 Aeration Basin Phase 1 Improvements Design and Construction 2,580,000 7,199,680 9,779,680 Odorous Air Treatment Phase I 365,000 2,375,000 2,740,000 New Projects Facility Plan Engineering Services 50,000 50,000 Dry Weather Headworks 2,700,000 2,700,000 Effluent Reuse Phase I 2,891,000 2,891,000 Total $10,957,000 $40,191,276 $51,148,276 Page 34 PROPOSED FY 06-07 BUDGET AND CIP ~ Metropolitan Wastewater Management Commission Capital Improvements Program OTHER CAPITAL PROGRAMS · Equipment Replacement The FY 06-07 Capital Programs budget includes the Equipment Replacement projects identified in the table below. Proposed Equipment Replacement Projects - FY 06-07 Description Proposed Budget Computer Replacement 23,435 Fleet Replacement 286,900 TOTAL $310,335 . Major Rehabilitation The FY 06-07 Capital Programs budget includes the Major Rehabilitation projects identified in the table below. Proposed Major Rehabilitation Projects - FY 06-07 Description Proposed Budget Operations Building Improvements 50,000 Chlorine Contact Chamber Coating 125,000 Roof Replacement, Maintenance Bldg 38,000 Roof Replacement, Willakenzie Pump 50,000 Station TOTAL $263,000 Page 35 PROPOSED FY 06-07 BUDGET AND CIP ~ Metropolitan Wastewater Management Commission Capital Improvements Program eglona as ewater ear aPltal Proarams FY 06-07 FY 07-08 FY 08-09 FY 09-10 IFY 10-11 TOTAL CAPITAL PROJECTS Biosolids Manaaement Biosolids - Poplar Plantation II 299,000 299,000 Biocycle Farm Hose Reels 405,000 405,000 Biosolids - Poplar Plantation III 372,000 372,000 Biosolids - Line Lagoons I 2,800,000 2,800,000 Biosolids - Line Lagoons II 2,894,000 2,894,000 Biosolids - Line Lagoons III 3,191,000 3,191,000 Non-Process Facilities and Facilities Planning River Avenue Improvements 500,000 500,000 WWFMP Update 432,000 432,000 Facility Plan Enoineering Services 50,000 55,125 57,881 60,775 63,814 287,595 2010 Facility Plan Update 221,000 221,000 Outfall Mixing Zone Study 186,000 186,000 Construction Management Facilities Glenwood Pump Station Uparade 741,500 741,500 Willakenzie Pump Station Expansion 7,213,000 1,827,000 9,040,000 Influent Pumping Improvements 1,879,000 1,764,000 3,643,000 Plant Performance Improvements Dry Weather Headworks 2,700,000 12,160,000 14,860,000 Clarifier Improvements 14,350,000 14,350,000 Primary Sludoe Thickenino 4,378,000 4,378,000 Dioester Mixina Improvements 2,472,596 2,472,596 Waste Activated Sludge Thickening 2,637,000 2,637,000 Odorous Air Treatment I 2,740,000 6,700,000 9,440,000 Odorous Air Treatment II 1,704,000 1,704,000 Aeration Basin Improvements Phase I 9,779,680 9,779,680 Parallel Primary ISecondarv Treatment 1,500,000 15,338,000 16,838,000 Sodium Hypochlorite Conversion 12,760,000 12,760,000 Tertiary Filtration I 14,685,000 14,685,000 Tertiary Filtration II 8,361,000 8,361,000 Effluent Reuse I 2,891,000 2,891,000 Effluent Reuse II 5,230,000 5,230,000 Bankside Outfall 3,000,000 3,000,000 TOTAL CAPITAL PROJECTS 51,148,276 41,702,125 37,678,881 5,290,775 12,578,314 148,398,371 ASSET MANAGEMENT Equipment Replacement 310,335 1,136,011 1,702,488 660,080 247,136 4,056,050 Major Rehab 263,000 596,374 765,000 402,000 576,000 2,602,374 Major Capital Outlay 0 0 219,183 258,931 0 478,114 TOTAL ASSET MANAGEMENT 573,335 1,732,385 2,686,671 1,321,011 823,136 7,136,538 TOTAL CAPITAL IMPROVEMENTS 51,721,611 43,434,510 40,365,552 6,611,786 13,401,450 155,534,909 EXHIBIT 9 R IW t 5Y C Note: The 20-year project list developed from 1he 2004 Facilities Plan identified 1he cost of projects using 2004 dollars. This list has been re-cost using March 2006 dollars. Future years were inflated 5% per year. Page 36 PROPOSED FY 06-07 BUDGET AND CIP J^ , REGIONAL WASTEWATER PROGRAM BUDGET RESERVES Metropolitan Wastewater Management Commission Reserves REGIONAL WASTEWATER PROGRAM RESERVES The RWP maintains reserve funds for dedicated purpose to sustain stable rates while fully funding operating and capital needs. Further details on the FY 06-07 reserves are provided below. OPERATING RESERVES The MWMC Operating Budget includes five separate reserves: the working capital reserve, rate stability reserve, two debt covenant reserves, and the operating reserve. Revenues are appropriated across the reserves in accordance with Commission policy and expenditure needs. Each reserve is explained in detail below. WORKING CAPITAL RESERVE The Working Capital Reserve acts as a revolving account that is drawn down and replenished on a monthly basis to provide funds for payment of Springfield Administration and Eugene Operations costs prior to the receipt of user fees from the Springfield Utility Board and Eugene Water and Electric Board. The Administration Working Capital Reserve is $200,000, and the Operations Working Capital Reserve is $500,000. RATE STABILITY RESERVE The Rate Stability Reserve was established to implement the Commission's objective of maintaining stable rates. It is intended to hold revenues in excess of the current year's operating and capital requirements, in order to avoid "rate spikes" in future years. BOND RESERVE The Bond Reserve is established in accordance with bond covenant requirements for revenue bonds. In order to sell revenue bonds, sufficient reserves are created to provide assurances to bond holders that adequate revenue coverage will be provided for future debt service payments. Generally, the reserve amount is defmed as 10% of the bond proceeds, which is transferred to the operating reserves from the capital fund. STATE REVOLVING FUND RESERVE The State Revolving Fund Reserve is established in accordance with SRF loan covenant requirements. In order to secure an SRF loan, sufficient reserves are created to provide assurances that adequate revenue coverage will be provided for future debt service payments. Similar to the Bond Reserve, the reserve amount is defmed as 10% of the loan proceeds and is transferred to the operating reserves from the capital fund. Page 37 PROPOSED FY 06-07 BUDGET AND eIP -. Metropolitan Wastewater Management Commission Reserves OPERATING RESERVE The Operating Reserve is used to account for accumulated operating revenues net of operating expenditures (including other reserves). The Commission has adopted a policy of budgeting an Operating Reserve balance approximately equal to 10% of the adopted operating budget. The Operating Reserve for FY 06-07 is budgeted at 10% of total Personal Services, Materials and Services, and Capital Outlay in accordance with Commission policy. Additional budget detail for the Operating Reserve is provided below. EXHIBIT 10 ADOPTED AMENDED PROPOSED BUDGET BUDGET BUDGET OPERATING RESERVES FY 05-06 FY 05-06 FY 06-07 Beginning Balance 2,922,618 3,799,621 4,552,144 User Fee Revenue 15,700,000 15,700,000 16,854,000 Septage Revenue 450,000 450,000 420,000 Other Revenue 546,809 546,809 544,615 Interest 64,900 64,900 271,000 Transfer from Capital Reserve 3,150,000 3,150,000 4,000,000 Personal Services (1,149,816) (1,378,556) (1,580,755) Materials & Services (11,514,752) (12,034,749) (11,459,496) Capital Outlay 0 (22,000) 0 Interfund Transfers (3,483,556) (3,483,556) (3,829,646) Debt Service (762,500) (762,500) (1,473,431) WORKING CAPITAL (700,000) (700,000) (700,000) RATE STABILITY RESERVE (852,884) (852,884) (1,645,188) BOND RESERVE (3,150,000) (3,150,000) (4,000,000) STATE REVOLVING FUND LOAN RESERVE 0 0 (590,000) OPERATING RESERVE 1,220,819 1,327,085 1,363,243 Page 38 PROPOSED FY 06-07 BUDGET AND CIP " Metropolitan Wastewater Management Commission Reserves CAPITAL RESERVES The MWMC Capital Budget includes five reserves: the Equipment Replacement Reserve, SDC Reserves (Reimbursement, Improvement, and Contingency), and the Capital Reserve. These reserves accumulate revenue to help fund capital projects including equipment replacement and major rehabilitation. They are funded by annual contributions from user rates, system development charges, bond proceeds, and the SRF Loan. Each reserve is explained in detail below. EQUIPMENT REPLACEMENT RESERVE The Equipment Replacement Reserve accumulates replacement funding for three types of equipment: 1) major/stationary equipment items costing less than $200,000 with useful lives of 20 years or less; 2) fleet vehicles maintained by the Eugene Wastewater Division; and 3) computers that serve the Eugene Wastewater Division. Contributions to the Equipment Replacement Reserve in the FY 06-07 budget total $603,077. Additional budget detail is provided below. ADOPTED AMENDED PROPOSED BUDGET BUDGET BUDGET EQUIPMENT REPLACEMENT RESERVE FY 05-06 FY 05-06 FY 06-07 Beginning Balance 6,658,667 6,533,627 5,842,835 Annual Equipment Contribution 162,012 162,012 365,199 Annual Vehhicle Contribution 158,532 158,532 209,549 Annual Computer Contribution 25,512 25,512 28,329 Interest 205,000 205,000 269,679 Fund Equip Repl in Projects 0 0 (1,512,000) Equipment Purchases (580,133) (1,241,848) (310,335) Reserve 6,629,590 5,842,835 4,893,256 SYSTEM DEVELOPMENT CHARGE RESERVES SDCs are required as part of the MWMC IGA. They are connection fees charged to new users to recover costs associated with construction of plant capacity, and are limited to funding Capital Programs. The purpose of the SDC Reserve is to collect and account for SDC revenues separately from other revenue sources, in accordance with statutory requirements. Since 1997, the Commission has maintained an SDC structure that is a combination of "Reimbursement" and "Improvement" fee components. Estimated SDC revenues for FY 06-07 total $1,868,800. Budgeted FY 06-07 Capital costs to be paid with SDCs are $6,895,000. The projected beginning SDC Reserve balance on July 1,2006 is $7,891,357. During FY 04-05 several law suits were filed challenging increases in SDCs. Taking into account the uncertainties that arise with these challenges, MWMC created an SDC Contingency Reserve to hedge potential loss of part or all of the SDC revenue collected from FY 04-05 through FY 05-06. The SDC Litigation Reserve is continued in FY 06-07. Additional budget detail is provided on the following page. Page 39 PROPOSED FY 06-07 BUDGET AND CIP " Metropolitan Wastewater Management Commission Reserves ADOPTED AMENDED PROPOSED BUDGET BUDGET BUDGET REIMBURSEMENT SDC RESERVE FY 05-06 FY 05-06 FY 06-07 Beginning Balance 0 0 4,753,885 Reimbursement SDCs Collected 156,000 156,000 165,000 Interest 94,000 94,000 117,900 Miscellaneous Receipts 0 0 0 Xfr From Fund 437 4,942,023 4,521,385 0 Materials & Services 0 (2,500) 0 SDC Contingency Reserve (1,163,000) (1,163,000) (1,163,000) Funding For Capital (3,325,000) (3,325,000) (3,775,000) Reserve 704,023 280,885 98,785 ADOPTED AMENDED PROPOSED BUDGET BUDGET BUDGET IMPROVEMENT SDC RESERVE FY 05-06 FY 05-06 FY 06-07 Beginning Balance 0 0 3,137,472 Improvement SDCs Collected 1,618,800 1,618,800 1,703,800 Interest 43,000 43,000 97,200 Miscellaneous Receipts 0 0 0 Xfr From Fund 437 736,406 2,076,172 0 Materials & Services 0 (500) 0 Xfr to Fund 612 for Debt Service 0 0 0 SDC Litigation Reserve (1,748,206) (1,748,206) (1,748,206) Funding For Capital (650,000) (1,250,000) (2,120,000) Reserve 0 739,266 1,070,266 CAPTIAL RESERVE The Capital Reserve accumulates funds transferred from the Operating Reserve for the purpose of funding the CIP, Major Capital Outlay and Major Rehabilitation Program costs. The intent is to minimize rate impacts associated with fluctuating Capital Program costs in any given year. The FY 06-07 Budget includes a contribution from the Operating Reserve of $3,226,569. The beginning balance on July 1,2006 is projected to be $13,155,866. Additional budget detail on the CIP, Major Capital Outlay and Major Rehabilitation Program reserves is provided on the following page. Page 40 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Reserves ADOPTED AMENDED PROPOSED BUDGET BUDGET BUDGET CAPITAL RESERVES FY 05-06 FY 05-06 FY 06-07 Beginning Balance 7,574,210 9,280,916 13,155,866 Transfer From Operating Reserve 3,137,500 3,137,500 3,226,569 Interest 200,000 200,000 421,334 EP A Grant 0 216,800 0 Bond Sale Proceeds 31,500,000 31,500,000 40,000,000 SRF Loan 0 5,900,000 0 Bond Sale Expense (512,500) (512,500) (512,500) Bond Insurance (250,000) (250,000) (250,000) Transfer to Operating Reserve (3,150,000) (3,150,000) (4,000,000) Funding For Capital Improvement Projects (31,647,000) (41,578,875) (45,253,276) Funding For Major Rehabilitation (192,000) ( 522,518) (263,000) Funding For Capital Outlay 0 0 0 Capital Reserve 6,660,210 4,221,323 8,036,993 Page 41 PROPOSED FY 06-07 BUDGET AND CIP , , APPENDICES , . REGIONAL WASTEWATER PROGRAM BUDGET APPENDIX A SPRINGFIELD PROGRAM DETAIL r Metropolitan Wastewater Management Commission Springfield Budget Detail CITY OF SPRINGFIELD REGIONAL WASTEWATER PROGRAM RESPONSIBILITIES The City of Springfield manages administration services for the R WP under a contract with the MWMC. The programs maintained by Springfield to support the R WP are summarized below and are followed by Springfield's regional wastewater budget summaries. Activities, and therefore program budgets, for MWMC administration vary from year to year depending upon the major construction projects and special initiatives underway. A list of the capital projects Springfield staff will support in FY 06-07 is provided in Exhibit 3 on page 21. MWMC ADMINISTRATION The Springfield Environmental Services Division and Finance Department provide ongoing support and management services for MWMC. The Public Works Director and the Environmental Services Manager serve as the MWMC Executive Officer and General Manager, respectively. Springfield provides the following administration functions: financial planning management, accounting and financial reporting; risk management and legal services; coordination and management of public policy; coordination and management of regulatory and permit compliance issues; coordination between the Commission and the governing bodies; long-range capital project planning and construction management; coordination of public information, education, and citizen involvement programs; sewer user customer service; and coordination and development of regional budgets, rate proposals, and revenue projections. INDUSTRIAL PRETREATMENT (SOURCE CONTROL) PROGRAM The Industrial Pretreatment Program is a regional activity implemented jointly by the cities of Eugene and Springfield. The Industrial Pretreatment section ofthe ESD is charged with administering the program for the regulation and oversight of wastewater discharged to the sanitary collection system by industries in Springfield. This section is responsible for ensuring that these wastes do not damage the collection system, interfere with wastewater treatment processes, result in the pass-through of harmful pollutants to treated effluent or biosolids, or threaten worker health or safety . This responsibility is fulfilled, in part, by the use of a permit system for industrial dischargers. This permit system, common to both Eugene and Springfield, implements necessary limitations on waste characteristics and establishes inspection, monitoring, and reporting requirements for documenting waste quality and quantity controls. The Industrial Pretreatment section is also responsible for locating new industrial discharges in Springfield and evaluating the impact of those discharges on the regional WPCF. As of February 2006, there were 14 significant industrial users under permit in Springfield. The Industrial Pretreatment Program also addresses the wastewater discharges of some commercial/industrial businesses through the development and implementation of Pollution Management Practices. Pretreatment program staff also coordinates pollution prevention activities in cooperation with the Pollution Prevention Coalition of Lane County. Page 42 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Springfield Budget Detail ACCOUNTING & FINANCIAL REPORTING Accounting and financial reporting services for the RWP are provided by the Accounting section in the Springfield Finance Department, in coordination with ESD. Springfield Accounting staff maintain grant and contract accounting systems, as well as compliance with all local, State and Federal accounting and reporting requirements for MWMC finances. This section also assists ESD with preparation of the MWMC budget, capital financing documents, sewer user rates, and fmandal policies and procedures. EXHIBIT 11 SPRINGFIELD ADMINISTRATION PROGRAM PROPOSED FY 06-07 BUDGET SUMMARY AMENDED ACTUAL BUDGET CHANGE * FY 04-05 FY 05-06 INCR/(DECR) Personnel Services $710,851 $1,378,556 $430,939 37% Materials & Services 1,413,891 2,100,837 13,421 1% Capital Outlay 26,980 22,000 0 NA Budget Summary $2,151,722 $3,501,393 $444,360 15% 5-YEAR MWMC ADOPTED BUDGET COMPARISON SPRINGFIELD ADMINISTRATION $4,000,000 $500,000 $1,638,457 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $0 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 Note: * Change column and Percent Change column compare proposed FY 06-07 budget to originally adopted FY 05-06 budget. Page 43 PROPOSED FY 06-07 BUDGET AND eIP Metropolitan Wastewater Management Commission Springfield Budget Detail ACTUAL PERSONNEL SERVICES FY 04-05 Regular Wages $520,998 Overtime 400 Personal Services Adjustments 0 Employee Benefits 188,613 Cell Phone Allowance 840 Total Personnel Services $710.851 FTE 7.30 MATERIALS & SERVICES Billing & Coli Exp 419,762 (13,000) -3% Contractual Services 77,447 (66,500) -23% Litigation Expense 283,699 0 0% Environmental Ed 8,243 0 0% Attorney Fees 52,084 0 0% Com Emerg Notification System 0 (2,800) NA PP&L Insurance 225,442 16,500 6% Telephone 1,119 2,050 545% Ris/ Airs/Geo Charges 7,658 515 5% Advertising 6,122 0 0% Duplicating Supplies 1,378 0 0% Printing 6,950 (500) -5% Travel & Meeting Expenses 4,300 8,850 43% Property Taxes 3,906 (3,000) -33% WPCF/NPDES Permits 170 10,550 12% Safety Clothing/Eq 93 400 133% Pretreatment Supplies 1,087 0 0% Gasoline & Oil 991 971 94% Utilities 4,040 3,470 60% Memberships, Books, Subscrips 10,604 2,550 18% Postage & Shipping Charges 1,401 0 0% Office Supplies 5,690 1,250 13% Computer Software 1,601 26,434 367% Small Furniture & Appliances 1,962 (1,500) -33% Program Expense 32,063 1,800 5% Internal System Mtce 0 (8,500) NA Equipment Maintenance 2,489 7,150 292% Property Maintenance 0 1,000 200% Employee Development 5,436 8,750 44% Internal Insurance Chgs 4,484 1,234 6% Internal Veh Mt Chgs 1,936 1,555 79% Phone Equip Chgs 604 (510) NA Internal Fac Rent 11,535 0 0% Computer Equip Chgs 19,984 (1,825) -18% Data Proc Chgs 44,682 (39,450) NA Bldg Maint Chgs 20,887 9,628 38% Internal Phone Chgs 0 0 NA Internal Veh & Equip Rent 7,507 1,492 35% Internal Employee Benefit 9,306 5,529 49% License & Fee Refunds 0 0 NA Internal MS Enterprise Agreemen 0 5,542 NA Indirect Costs 122 967 31 036 13% Accrual Adjustments 0 0 NA Prior Year Encumbrance 0 0 NA Total Materials & Services $1.413.891 $13.421 10/0 CAPITAL OUTLAY Total Capital Outlav 26 980 $0 NA TOTAL $2.151.722 $444.360 15% Page 44 PROPOSED FY 06-07 BUDGET AND eIP , , REGIONAL WASTEWATER PROGRAM BUDGET APPENDIX B EUGENE PROGRAM DETAIL Metropolitan Wastewater Management Commission Eugene Budget Detail CITY OF EUGENE REGIONAL WASTEWATER PROGRAM RESPONSIBILITIES The Wastewater Division for the City of Eugene manages all regional wastewater pollution control facilities serving the Eugene/Springfield and River Road/Santa Clara areas under the Intergovernmental Agreement with the Metropolitan Wastewater Management Commission (MWMC). These regional facilities include the Eugene/Springfield Regional Water Pollution Control Facility (WPCF), the 154 acre Biosolids Management Facility, the 286 acre Seasonal Industrial Waste Facility, the 600 acre Biocycle Farm site, and regional wastewater pumping stations and transmission sewers. In support of the water pollution control program, the Division also provides technical services for wastewater treatment, management of equipment replacement and infrastructure rehabilitation, biosolids treatment and recycling, an industrial source control and pretreatment program in conjunction with City of Springfield staff, regional laboratory services for wastewater and water quality analyses, and flow monitoring on the regional sanitary trunk sewers. ADMINISTRATIVE AND MANAGEMENT SERVICES Administrative Services provides management, administrative, and office support to the Wastewater Division. This support includes the general planning, directing, and managing of the activities of the Division; development and coordination of the budget; administration of personnel records; and processing of payroll, accounts payable, and accounts receivable. This section also provides tracking and monitoring of all assets for the regional wastewater treatment facilities and clerical support for reception, telephone services, and other miscellaneous needs. The Administrative services include oversight and coordination of the Division's Environmental Management System, safety, and training programs. Another area this program administers is the coordination of local and regional billing and rate activities. REGIONAL WASTEWATER TREATMENT FACILITY OPERATIONS The Wastewater Division operates the WPCF to treat domestic and industrial liquid wastes to achieve an effluent quality that protects and sustains the beneficial uses ofthe Willamette River. The WPCF is designed to treat 49 mgd of dry weather flow, with a peak hydraulic capacity of 105 mgd for full secondary treatment. The Operations section optimizes integrated wastewater treatment processes to ensure effluent quality requirements are met in an effective manner. In addition, the Operations section provides 24 hour/day alarm monitoring of all plant processes, regional and local pump stations, and the Biosolids and Seasonal Industrial Waste Facilities. REGIONAL W ASTEW A TER TREATMENT FACILITY MAINTENANCE Preservation of the multi-million dollar investment in the equipment and infrastructure ofthe WPCF is the responsibility of the Maintenance section of the Wastewater Division. This section provides a preventative maintenance program to maximize equipment life and Page 45 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Eugene Bud~et Detail performance; a corrective maintenance program for repairing unanticipated equipment failures; a facility maintenance program to maintain the buildings, treatment structures, and grounds; and a stores unit that purchases and stocks parts and supplies and assists with professional services contracting. Also included within the Maintenance section's charge are the pump stations and sewers in the regional and local collection system, and the facilities and equipment at the Biosolids Management and Seasonal Industrial Waste Facilities. BIOSOLIDS MANAGEMENT The biological solids (biosolids) produced as a result of the activated sludge treatment of wastewater is managed by the Residuals Management section of the Wastewater Division. This section operates the BMF and Biocycle Farm located at Awbrey Lane in Eugene. Approximately 4,750 dry tons ofbiosolids are produced annually by the WPCF. These biosolids are treated using anaerobic digestion, stored in facultative lagoons (which provide some additional treatment benefits), and then air-dried to reduce the water content and facilitate transport. The dried material is ultimately recycled to agricultural land as a beneficial fertilizer and soil conditioner. In 2004 the first phase of the Biocycle Farm began operations, beneficially reusing biosolids through irrigation on poplar trees. This section also manages the Seasonal Industrial Waste (SIW) facility. INDUSTRIAL SOURCE CONTROL (Pretreatment) and ANAL YTICAL SERVICES, SAMPLING TEAM The pretreatment program is a regional activity implemented jointly by the cities of Eugene and Springfield. The Industrial Source Control group of the Wastewater Division is charged with administering the pretreatment program for the regulation and oversight of wastewaters discharged to the sanitary collection system by fixed-site industries in Eugene and by mobile waste haulers in the Eugene and Springfield areas. This group is also responsible for ensuring that these wastes do not damage the collection system, interfere with wastewater treatment processes, result in the pass-through of harmful pollutants to treated effluent or biosolids, or threaten worker health or safety. This responsibility is fulfilled through the use of a permit system for industrial dischargers. This permit system, common to both Eugene and Springfield, implements necessary limitations on waste characteristics and establishes inspection, monitoring, and reporting requirements for documenting waste quality and quantity controls. The staff is also responsible for locating new industrial discharges in Eugene and evaluating the impact of new non-residential discharges on the WPCF. As of January 2006, there were 21 significant industrial users under permit in Eugene. The section also has responsibilities related to environmental spill response activities. The Analytical Services group provides necessary analytical work in support of wastewater treatment, residuals management, industrial source control, stormwater monitoring, and special project activities ofthe Wastewater Division. The laboratory's services include sample handling and analyses of influent sewage, treated wastewater, biosolids, industrial wastes, stormwater, and groundwater. Information from the laboratory is used to make treatment Page 46 PROPOSED FY 06-07 BUDGET AND CIP Metropolitan Wastewater Management Commission Eu~ene Budget Detail process control decisions, document compliance with regulatory requirements, demonstrate environmental protection, and ensure worker health and safety. The Sampling Team is responsible for all of the sampling activities related to regional wastewater program functions. These include the Eugene pretreatment program, wastewater treatment process control, effluent and ambient water quality, groundwater quality, facultative sludge lagoons, and storm water samples. This section also evaluates and reports on the sampling data for various programs. MANAGEMENT INFORMATION SERVICES (MIS) The MIS section provides services for electronic data gathering, analysis, and reporting as necessary in compliance with regulatory requirements and management functions. This section also maintains the electronic communication linkages with the City of Eugene and the Regional Information System, and supplies technical expertise and assistance in the selection, operation, and modification of computer systems (hardware and software) within the Division. PROJECT MANAGEMENT Management of wastewater system improvements and ongoing developments is carried out by the Project Management staff. Activities include coordination of CIP activities with the City of Springfield staff, problem-solving and action recommendations, project management, technical research, coordination of activities related to renewal ofthe NPDES wastewater discharge permit, computer-aided design and electronic storage of design drawings, and planning of projects to anticipate and prepare for new regulatory and operational requirements. The Project Management staff develops Request for Proposals and Request for Quotes, coordinates special project activities between work sections, and coordinates the procurement of building permits as necessary in support of project activities. Page 47 PROPOSED FY 06-07 BUDGET AND ClP Metropolitan Wastewater Mana&ernent Commission Eugene Budget Detail EXHIBIT 13 0& M - CITY OF EUGENE PROGRAM PROPOSED FY 06-07 BUDGET SUMMARY AMENDED ACTUAL BUDGET CHANGE * FY 04-05 FY 05-06 INCR/(DECR) Personnel Services $5,413,658 $6,185,937 ($73,571) -1% Materials & Services $3,129,896 $3,540,319 15,294 0% Capital Outlay 75,546 195,656 (10,400) -11% Budget Summary $8,619,100 $9,921,912 ($68,677) -1% 5-YEAR MWMC ADOPTED BUDGET COMPARISON O&M - EUGENE $8,000,000 $10,000,000 $6,000,000 $4,000,000 $2,000,000 $0 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 Notes: * Change column and Percent Change column, compare proposed FY 06-07 budget to adopted FY 05-06 budget Page 48 PROPOSED FY 06-07 BUDGET AND CIP Metro{>olitan Wastewater Management Commission Eugene Budget Detail EXHIBIT 14 O&M - CITY OF EUGENE LINE ITEM BUDGET SUMMARY ACTUAL FY 04-05 PERSONNEL SERVICES Regular Wages $3,356,323 $155,167 4% Extra Help 79,370 (46,433) -69% Overtime 57,696 (4,646) -7% Employee Benefits 1,205,362 (189,898) -12% Health Insurance 640,112 9,335 1% Workers' ComplUnemploy Ins 74,794 2,904 3% TOTAL PERSONNEL SERVICES 5,413,658 (73,571) -1% FTE 70.36 0.92 1% MATERIALS & SERVICES Utilities 539,551 (54,707) -8% Fleet Operating Charges 206,708 52,735 28% Maintenance-Equip & Facilities 335,535 24,576 10% Contractual Services 185,141 79,121 36% Materials & Program Expense 491,133 (42,406) -7% Chemicals 183,263 (52,558) -20% Parts & Components 219,263 (34,200) -13% Risk Insurance - Employee Liability . 111,274 (3,631) -7% Laboratory Equipment & Supplies 62,042 (1,534) -2% Computer Equip, Supplies, Maint 100,193 81,018 78% Indirects 670,199 (33,120 -4% TOTAL MATERIALS & SERVICES 3,104,300 15,294 0.4% CAPITAL OUTLAY Motorized Vehicles $29,271 74,600 654% Capital Outlay-Other 54,248 (85,000) NA TOTAL CAPITAL OUTLAY 83,520 (10,400) -11% LINE ITEM SUMMARY: EUGENE 8,601,478 (68,677) -10/0 Page 49 PROPOSED FY 06-07 BUDGET AND CIP This page left blank intentionally. Page 50 This page left blank intentionally. Page 51 i. , REGIONAL WASTEWATER PROGRAM BUDGET CAPITAL PROGRAM PROJECT SHEETS F acilitv Process Component Biosolids $319,000 Total Cost Costs Design/Construction FUNDING SOURCE Capital Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): INFLATED PROJECT COST (FY 2005-06 Dollars): PHASING: PRIOR EXPEND- ITURES 20,000 TOTAL . 20000 20 000 TOTAL BIOSOLlDS - POPLAR PLANTATION II 299 000 o 319,000 Biosolids - Poplar Plantation 1/ An additional 130 acres - site preparation begins in summer/fall 06; planting in spring 07. Land already purchased and provides additional area adjacent to BMF for application of liquid and dewatered biosolids. Expansion of the BF provides MWMC with more flexibility and control of overall biosolids management program. Increased solids production at the E/S WPCF and currently storing an excess inventory of biosolids in the lagoons. Biocycle Farm Phase 1 loading limits for liquid and dewatered biosolids are reached. Also, might accelerate if loss of cooperative farming land application sites. 100% Performance $300,000 $319,000 Budgeted for FY 2005/06; carryover to FY2006/07 Page 52 FY 06-07 BUDGET AND CIP F acilitv Process Component Biosolids $420,000 Total Cost Costs Design/Construction FUNDING SOURCE Capital Reserve EPA Grant PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): INFLATED PROJECT COST (FY2005-06 Dollars): PHASING: BIOCYCLE FARM HOSE REELS TOTAL 195,000 225 000 TOTAL Biosolids - Biocycle Farm Hose Reels Purchase additional hose reels for liquid biosolids application on Phase I and Phase II trees. Improve liquid biosolids application Operational and efficiency improvements related to liquid biosolids application. Biocycle Farm's ability to begin receiving liquid biosolids. 100% Performance $395,000 $420,000 Budgeted for FY 2005/06; carryover to FY 2006/07 Page 53 FY 06-07 BUDGET AND ClP Facility Process Comoonent Biosolids $372,000 Total Cost Costs Design/Construction FUNDING SOURCE Capital Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): INFLATED PROJECT COST (FY 2007-08 Dollars): PHASING: BIOSOLlDS - POPLAR PLANTATION III PRIOR EXPEND- ITURES TOTAL TOTAL Biosolids - Poplar Plantation III Final 120 acres of the Biocycle Farm - site preparation begins in summer/fall, 2007; planting in spring, 2008. Land already purchased and provides additional area adjacent to BMF for application of liquid and dewatered biosolids. Expansion of the Biocycle Farm provides MWMC with more flexibility and control of overall biosolids management program. Increased solids production at the E/S WPCF and currently storing an excess inventory of biosolids in the lagoons. Biocycle Farm Phase 1 and 2 loading limits for liquid and dewatered biosolids are reached. Also, might accelerate if loss of cooperative farming land application sites occur. 100% Performance $300,000 $372,000 Programmed for FY 2007/08 Page 54 FY 06-07 BUDGET AND CIP Facility Process Comoonent Biosolids $3,000,000 Total Cost Costs Design/Construction FUNDING SOURCE Capital Reserve SDC Reimbursement Reserve TOTAL PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-5 Dollars): RECOSTED PROJECT COST (FY 2006-07 Dollars): PHASING: BIOSOLlDS - LINE LAGOONS I TOTAL PRIOR EXPEND~ ITURES 200 000 200,000 2,450,000 350 000 2,800,000 2,650,000 350 000 Biosolids - Line lagoons I Reline lagoons, Phase 1 - from existing MWMC CIP. In addition, improvement in the moving system for the lagoon dredge. Testing has indicated that the lagoons may be leaking. Regulatory requirements and maintaining operational reliability. Identification of temporary storage location for contents of lagoon and installation of temporary equipment required to transfer lagoon contents. 100% Rehabilitation $1,200,000 $3,000,000 Budgeted for FY 2005/06; carryover to FY 2006/07 Page 55 FY 06-07 BUDGET AND ClP F acUity Process Comoonent Biosolids $2,894,000 Total Cost Costs Design/Construction FUNDING SOURCE Capital Reserve SDC Reimbursement Reserve TOTAL PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY 2008-09 Dollars): PHASING: BIOSOLlDS - LINE LAGOONS II TOTAL 2,744,000 150,000 2,894,000 2,744,000 150 000 '.2.894,000 Biosolids - Line Lagoons II Reline lagoons, Phase 2 - from existing MWMC CIP. Testing has indicated that the lagoons may be leaking. Regulatory requirements and maintaining operational reliability. Identification of temporary storage location for contents of lagoon and installation of temporary equipment required to transfer lagoon contents. 100% Rehabilitation $1,100,000 $2,894,000 Programmed for FY 2008/09 Page 56 FY 06-07 BUDGET AND eIP Facility Process Component Biosolids $3,191,000 Total Cost Costs Design/Construction TOTAL FUNDING SOURCE apital Reserve DC Reimbursement Reserve TOTAL PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY 2010-11 Dollars): PHASING: '" BIOSOLlDS . LINE LAGOONS III PRIOR EXPEND- ITURES 3,041,000 3,041,000 150000 150000 Biosolids - Line Lagoons III Reline lagoons, Phase 3 - from existing MWMC CIP. Testing has indicated that the lagoons may be leaking. Regulatory requirements and maintaining operational reliability. Identification of temporary storage location for contents of lagoon and installation of temporary equipment required to transfer lagoon contents. 100% Rehabilitation $1,100,000 $3,191,000 Programmed for FY 2010/11 Page 57 FY 06-07 BUDGET AND CIP .. Facility Process Comoonent Non-Process Facilities and Planning $500,000 Total Cost Costs Construction FUNDING SOURCE Capital Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (2004 Dollars): RECOSTED PROJECT COST (2006 Dollars): PHASING: RIVER AVENUE IMPROVEMENTS TOTAL PRIOR EXPEND- ITURES o o 500,000 H50(),QOO TOTAL River Avenue Improvements Construct road improvements The City of Eugene is doing this improvement to the entire length of the road .as an assessment project. New project cost is based on Eugene's new estimate of the assessment. River Avenue is not built to City of Eugene standards. City of Eugene schedule 100% Rehabilitation $330,000 $500,000 Budgeted for FY 2005/06; carryover to FY 2006-07 Page 58 FY 06-07 BUDGET AND CIP Facility Process Component Non-Process Facilities and Planning $532,000 Total Cost Costs Other FUNDING SOURCE Capital Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): INFLATED PROJECT COST (FY 2006-07 Dollars): PHASING: " WET WEATHER FLOW MANAGEMENT PLAN UPDATE TOTAL TOTAL WWFMP Update and Support for Private Lateral Program Evaluate collection system flow monitoring data collected since the original WWFMP was finalized in 2000, update and run collection system model. And confirm (revise) convey and treat approach. Review importance of private lateral rehabilitation and investigate ways to encourage or require private lateral repairs. Ongoing monitoring data might impact III reduction priorities. Private lateral infiltration remains an important issue to address. Ongoing goal to find the most cost effective means of reducing III. Requirement to prevent overflows in the system during 5 year storm by 2010. Once sufficient monitoring data is available. 100% Performance $500,000 $532,000 Budgeted for FY 2005/06; carryover to FY 2006/07 Page 59 FY 06-07 BUDGET AND eIP . Facility Process Comoonent Non-Process Facilities and Planning $312,595 Total Cost Costs Other FUNDING SOURCE Capital Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): ESTIMATED PROJECT COST (FY 2006-07 Dollars): PHASING: FACILITY PLAN ENGINEERING SERVICES TOTAL TOTAL Ongoing consultant services related to the Facilities Plan Engineering services for analysis, project definition, cost estimating, and general consultation regarding the 20 year facilities plan. Project definitions were developed to varying levels of specificity in the 20 year Plan and there is an on-going need to have a consistent resource to help in further refining projects and generally assisting with implementation of the plan. Ongoing goal to efficiently follow and update the 20 year plan. On-going need Other NA $312,595 Annual programmed expenditure Page 60 FY 06-07 BUDGET AND CIP Facility Process Comoonent Non-Process Facilities and Planning $221,000 Total Cost Costs Other FUNDING SOURCE Capital Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): ESTIMATED PROJECT COST (FY 2006-07 Dollars): PHASING: 2010 PARTIAL FACILITY PLAN UPDATE TOTAL PRIOR EXPEND- ITURES o o o TOTAL Scheduled partial update of the Facilities Plan Review of the Facilities Plan assumptions and costs. Consideration of new regulations, information, and technology to modify the plan. Regulatory requirements and system data are not static and the plan may require course correction to meet new needs. Ongoing goal to keep planning up to date. Scheduled update. Other $150,000 $221,000 Programmed for FY 20010-11 Page 61 FY 06-07 BUDGET AND eIP .. Facility Process Component Non-Process Facilities and Planning $186,000 Total Cost Costs Other FUNDING SOURCE Capital Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY 2007-08 Dollars): PHASING: OUTFALL MIXING ZONE STUDY TOTAL TOTAL Outfall Mixing Zone Study Update the 1994 Mixing Zone Study to account for additional 100 mgd (approximate) bankside outfall capacity and for changes to the Willamette River morphology that may have occurred since the last study was conducted. Current diffuser may be insufficient to accommodate peak wet weather flows. 100% Performance $150,000 $186,000 Programmed for FY 2007/08 Page 62 FY 06-07 BUDGET AND CIP Facility Process Component Collection System Pump Stations $741,500 Total Cost Costs Design/Construction FUNDING SOURCE Capital Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY2010-11 Dollars): PHASING: GlENWOOD PUMP STATION UPGRADE TOTAL TOTAL Glenwood Pump Station Upgrade Expand pump station capacity. Additional pumping capacity is required to handle increasing flows in Glenwood and Laurel Hill area of Eugene. Keep up with capacity needs and prevent overflows. Collection system computer model estimates that capacity increase will be needed by 2010. Continued monitoring of flows and updating of the model will determine when the improvements are actually needed. 100% Capacity $500,000 $741,500 Programmed for FY 2010/11 Page 63 FY 06-07 BUDGET AND CIP << Facility Process Component Collection System Pump Stations $9,125,000 Total Cost Costs Design/Construction FUNDING SOURCE Capital Reserve SDC Reimbursement Reserve SDC Improvement Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY 2006-07 Dollars): PHASING: WILLAKENZIE PUMP STATION EXPANSION TOTAL TOTAL 85,000 5,013,000 1,827,000 1,200,000 1,000,000 """7;213;000 "...'1,827,000 Willakenzie Pump Station Expansion Add four, 14-mgd pumps to increase capacity from 80 to 135 mgd. Additional pumping capacity is required to increase total influent pumping capacity to 277 mgd. Systematic elimination of sanitary sewer overflows by the year 2010. Collection system computer model estimates the current wet weather peak flow to plant to be 264 mgd. Overall existing peak flow capacity is 175 mgd so there is already a capacity deficit. 100% Capacity $6,000,000 $9,125,000 Budgeted for FY 2005/06; carryover to FY 2006/07 plus additional funding programmed in FY 2007-08 Page 64 FY 06-07 BUDGET AND eIP Facility Process Comoonent Preliminary Treatment $3,730,000 Total Cost Costs Design/Construction FUNDING SOURCE Capital ReseNe PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY 2005-06 Dollars): PHASING: INFLUENT PUMPING IMPROVEMENTS TOTAL PRIOR EXPENO:' ITURES 87 000 TOTAL 87000 1,879000 1,764 000 ta79,000 ::+1.,764;000 3 730 000 3,730;000 Influent Pumping Improvements Add 5th pump to increase capacity from 84 to 99 mgd or otherwise increase influent pumping capacity at the front end of the plant. An alternate has been identified to add a standby submerged pump, which may be the more cost effective overall solution to the influent pumping needs. New pump is required to increase total influent pumping capacity to 277 mgd. There are also outstanding issues regarding the redundancy requirement for pumping which may affect the solution here. Systematic elimination of sanitary sewer overflows by the year 2010. Collection system computer model estimates the current wet weather peak flow to plant to be 264 mgd. Overall existing peak flow capacity is 175 mgd so there is already a capacity deficit. 100% Capacity $1,700,000 $3,730,000 Budgeted for FY 2005/06; carryover to FY 2006/07 plus additional funding programmed in FY 2007-08 Page 65 FY 06-07 BUDGET AND CIP . . Facility Process Component Preliminary Treatment $14,860,000 Total Cost Costs Design/Construction FUNDING SOURCE Capital Reserve SDC Reimbursement Reserve SDC Improvement Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY 2007-08 Dollars): PHASING: DRY WEATHER HEADWORKS TOTAL PRIOR EXPEND~ ITURES o o 2,500,000 11,960,000 o 200,000 200,000 o TOTAL 12,160,000 Dry Weather Headworks Expand headworks so that all of the 2025 wet weather peak flow receives preliminary treatment. New dry weather headworks that will be used in conjunction with the existing headworks (which will then be used for peak flow events) to provide preliminary treatment for a total peak wet weather flow of 277 mgd. Increases in peak wet weather flows resulting from the elimination of sanitary sewer overflows. Peak wet weather flows in excess of 210 mgd. 100% Capacity $12,800,000 $14,860,000 Budgeted for design in FY 2006/0 and construction in FY 2007/08 Page 66 FY 06-07 BUDGET AND CIP Facility Process Component Primary and Secondary Treatment $17,480,000 Total Cost Costs Design/Construction FUNDING SOURCE apital Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY 2006-07 Dollars): PHASING: .. CLARIFIER IMPROVEMENTS TOTAL PRIOR EXPEND- ITURES 3130000 3130,000 17,480,000 .......107'.480;000 TOTAL Clarifier Improvements (Originally Primary Clarifier Enhancements, Secondary Clarifier Enhancements and 9th and 10th Clarifier) Baffling of primary clarifiers and remove hydraulic restrictions. Baffle, add inlet energy dissipation, change out flocculation well, construct outboard launder. and retrofit suction header for existing 8 secondary clarifiers. Construct 9th and 10th secondary clarifiers. Enhancing the existing clarifiers will increase primary and secondary treatment capacity and will maximize the facilities investment in existing infrastructure. Adding the 2 new clarifiers will increase secondary treatment capability and increase ability to handle peak flows. Increase capacity to treat base and peak flows and improve effluent quality and reliability so that a blended primary and secondary effluent can meet the current NPDES total suspended solids limits. Primary clarifier surface overflow rates exceeding 1500 gpd/sf, or total plant influent flows exceeding 86 mgd. Hydraulic restrictions removed when peak wet weather flows exceed 200 mgd. Average secondary clarifier surface overflow rates exceeding 750 gpd/sf or wet season maximum month flows exceeding 80 mgd. Wet season flows through secondary treatment exceeding 134 mgd. Capacity and performance $12,800,000 $17,480,000 Originally budgeted in FY 2004/05 and unspent amounts carried forward to FY 06/07 Page 67 FY 06-07 BUDGET AND CIP .. \, Facility Process Component Primary Treatment $4,378,000 Total Cost Costs Design/Construction FUNDING SOURCE Capital Reserve SDC Improvement Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY 2007-08 Dollars): PHASING: PRIMARY SLUDGE THICKENING PRIOR EXPEND. ITURES TOTAL 3,878,000 3,878,000 500 000 '4;378,000 TOTAL Primary Sludge Thickening Outside of Clarifiers Thin primary sludge pumping and piping systems to gravity thickeners, two, 50' foot diameter gravity thickeners (covered for odor control), supernatant overflow pumping and piping, thickened sludge piping/pumping to digesters. See Odorous Air Treatment for treatment of odors. One of the projects that increases capacity of existing primary clarifiers from approximately 103 mgd to 165 mgd. All peak wet weather flows must receive primary treatment prior to diversion and effluent blending to meet the current NPDES permit for total suspended solids. Primary clarifier surface overflow rates exceeding 1800 gpd/sf: Sustained wet weather flows through the primaries in excess of 103 mgd after baffling improvements are made. 100% Capacity $3,600,000 $4,378,000 Programmed for FY 2007/08 Page 68 FY 06-07 BUDGET AND CIP Facility Process Comoonent Solids Processing $2,956,596 Total Cost Costs Design/Construction FUNDING SOURCE Capital Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY 2006-07 Dollars): PHASING: DIGESTER MIXING IMPROVEMENTS TOTAL PRIOR EXPEND.. ITURES 484 000 484 000 2 956,596 . H:~;9S6;59p TOTAL Digester Mixing Improvements Design and Construction Replace existing gas mixing system with a pump mixing system. This project will increase the active volume of the digesters, thus allowing for additional solids stabilization volume and potentially deferring the need to construct an additional digester. Need for improved digester mixing to increase active digester volume. Sludge residence time (SRT) and volatile solids reduction design criteria. 50% Capacity; 50% Performance $2,000,000 $2,956,596 Design budgeted for FY 2004/05 Construction budgeted for FY 2005/06; carryover to FY 06/07 Page 69 FY 06-07 BUDGET AND CIP ( t I lJt. Facility Process Comoonent Solids Processing $2,657,000 Total Cost Costs Design/Construction FUNDING SOURCE Capital Reserve SDC Reimbursement Reserve SDC Improvement Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY2006-07 Dollars): PHASING: WASTE ACTIVATED SLUDGE THICKENING TOTAL PRIOR EXPEND- ITURES 20 000 20,000 2,137,000 200,000 300,000 TOTAL Third Gravity Belt Thickener Third gravity belt thickener (GBT) with associated at grade building. Assumes additional basement floor space is not required. Provides additional capacity for WAS thickening and potentially delays the construction of additional digesters. Additional capacity to provide WAS thickening with one unit offline at WWMW upper limit flow projections. Nitrification required by the NPDES permit and increasing wastewater flows and loads generates more WAS solids. Provide ability to conduct recuperative thickening so that need for additional digestion volume can potentially be deferred. Exceeding solids and hydraulic loading rate design criteria. 100% Capacity $2,500,000 $2,657,000 Budgeted for FY 2005/06 Page 70 FY 06-07 BUDGET AND eIP Facility Process Component Odor Control $9,510,000 Total Cost Costs Design/Construction FUNDING SOURCE Capital Reserve SDC Improvementment Reserve TOTAL PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECaSTED PROJECT COST (FT 2006-07 Dollars): PHASING: TOTAL .. ODOROUS AIR TREATMENT I PRIOR EXPEND- ITURES 70 000 70,000 2,590,000 150,000 2,740,000 9,360,000 150 000 1'9,51 Q,OOO Odorous Air Treatment - I Biofilters or other treatment for odors from primary clarifiers and new sludge building. Includes the new concept of complete covering of the primary clarifiers, so costs have risen dramatically for first phase. Primary clarifier weirs and launders are odor sources. The new sludge building addition is also an odor source. Maintain MWMC's status as environmental stewards. Address neighborhood odor complaints and community concerns regarding odors. New construction requires greater odor control. 100% Performance $2,300,000 $9,510,000 Budgeted for FY 2005/06; carryover to FY 2006/07 plus additional funding in FY07/08 Page 71 FY 06-07 BUDGET AND CIP ~ . I . Facility Process Component Odor Control $1,704,000 Total Cost Costs Design/Construction FUNDING SOURCE apital Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY 2008-09 Dollars): PHASING: PRIOR EXPEND- ITURES TOTAL TOTAL ODOROUS AIR TREATMENT II 1 704,000 1,704000 1,704,'000 Odorous Air Treatment II Biofilters or other treatment for odors from primary clarifiers and new sludge building. Primary clarifier weirs and launders as well as gravity thickeners are odor sources. Maintain MWMC's status as environmental stewards. Address neighborhood odor complaints and community concerns regarding odors. New construction requires greater odor control 100% Performance $2,300,000 $1,704,000 Programmed for FY 2008/09 Page 72 FY 06-07 BUDGET AND CIP Facility Process Component Secondary Treatment $10,189,680 Total Cost Costs Design/Construction FUNDING SOURCE Capital Reserve SDC Improvement Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY 2006-07 Dollars): PHASING: ... '4) .. AERATION BASIN IMPROVEMENTS - PHASE 1 TOTAL . PRIOR EXPEND- ITURES 410000 TOTAL 410,000 8,379,680 1 ,400 000 9,779,680 8,789,680 1 ,400 000 10.189,6.80 Aeration Basin Improvements Design and Construction - Phase I Add step feed, anoxic selectors, and fine bubble diffusers to 4 of the 8 cells of the aeration basins. Remove hydraulic restrictions in both south and north aeration basins (effluent gates). Includes future primary effluent flow control gates for both north and south aeration basins. Increase the dry weather aeration basin treatment capacity to 65 mgd with respect to ammonia (Le., with nitrification) and increase the sustained (Le., on a weekly basis) wet weather treatment capacity to 130 mgd. NPDES permit includes ammonia limit requiring nitrification in dry weather and expansion of wet weather capacity to treat wet weather flows to meet NPDES monthly and weekly suspended solids limits. Maximum month dry weather flow of 25 mgd requiring nitrification. May flows and temperatures could require the use of all aeration basin cells. Peak wet weather flows above 103 mgd require hydraulic modifications. 50% Capacity; 50% Performance $6,900,000 $10,189,680 Budgeted for FY 2004/05, carryover to FY 2005/06 and 2006/07 Page 73 FY 06-07 BUDGET AND CIP (J, t to ... F acilitv Process Comoonent Peak Flow Management $16,838,000 Total Cost Costs Design/Construction FUNDING SOURCE Capital Reserve SDC Improvementment Reserve TOTAL PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY 2008-09 Dollars): PHASING: PARALLEL PRIMARY/SECONDARY TREATMENT TOTAL 1,500,000 15038000 300 000 15,338.000 Parallel Primary/Secondary Treatment Piping, pumping, and flow split boxes to enable primary and secondary treatment to be operated in parallel. This project expands the peak wet weather treatment capacity to 277 mgd through flow management techniques. DEQ requirement that the peak wet weather flow (5-year, 24-hour rain event) be treated by the E1S WPCF and meet secondary effluent standards (diverted blended flow receives equivalent of primary treatment). Elimination of sanitary sewer overflows by the year 2010. 100% Capacity $11,000,000 $16,838,000 Design programmed for FY 2007/08 Construction programmed for FY 2008/09 Page 74 FY 06-07 BUDGET AND ClP Facility Process Comoonent Disinfection/Outfall $12,760,000 Total Cost Costs Design/Construction FUNDING SOURCE Capital Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY 2007-08 Dollars): PHASING: 4f A ~ .., SODIUM HYPOCHLORITE CONVERSION TOTAL TOTAL Sodium Hypochlorite Conversion Convert existing chlorine gas system to sodium hypochlorite for the base flow. Retain the existing chlorine contact basins. Install system with capability for high rate disinfection of PE diversion assuming high dosages of chlorine into a 72-inch pipe and small chlorine contact basin. Liquid sodium hypochlorite and sodium bisulfite system will replace the existing chlorine sulfur dioxide gas systems and increase the disinfection capacity from 175 mgd to 277 mgd. Operator and community safety issues. Phasing with other related projects. 50% Capacity; 50% Performance $4,100,000 $12,760,000 Programmed for FY 2007/08 Page 75 FY 06-07 BUDGET AND CIP ~ .. .. Facility Process Component Tertiary Filters $14,685,000 Total Cost Costs Design/Construction FUNDING SOURCE Capital Reserve SDC Improvement Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY 2008-09 Dollars): PHASING: TERTIARY FILTRATION I TOTAL 13,285,000 1 ,400 000 o 13,285,000 o 1 ,400 000 1-4,685,000 TOTAL Tertiary Filtration Design and Construction Filtration: includes infrastructure/support facilities for 30 mgd of filters; install filter cells sufficient for only 10 mgd. An estimated 30 mgd of filters is required by 2010 to meet dry season mass limits. Facility Plan proposes phasing filters in sooner to facilitate development of Level 3 and Level 4 reuse. Provides high quality secondary effluent and potential level 4 reuse water. Also, needed to assist with meeting wet season mass load requirements during peak flow events (under all peak flow management altematives). Performance reliability to meet the dry weather NPDES total suspended solids limits of less than 10 mg/L, reuse development, and compliance with peak flow management. NPDE8 permit compliance for T88: Dry weather maximum month flow in excess of 49 mgd. Also, initially to provide higher quality effluent so that reuse can be developed. 25% Capacity; 75% Performance $10,100,000 $14,685,000 Programmed for FY 2008f09 Page 76 FY 06-07 BUDGET AND CIP Facility Process Comoonent Tertiary Filters $8,361,000 Total Cost Costs Design/Construction FUNDING SOURCE Capital Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY 2008-09 Dollars): PHASING: PRIOR EXPEND~ ITURES TOTAL TOTAL ~ '11> ~. TERTIARY FILTRATION II Tertiary Filtration Design and Construction - Phase 2 Additional 1 0 mgd offilter cells, for a total of 20 mgd An estimated 30 mgd of filters is required by 2010 to meet dry season mass limits. The Facility Plan proposes phasing filters in sooner to facilitate development of level 3 and level 4 reuse. Also needed to assist with meeting wet season mass load requirements during peak flow events. Performance reliability to meet the dry weather NPDE8 total suspended solids limits of less than 10 mg/l, reuse development, and compliance with peak flow management. NPDE8 permit compliance for T88: Dry weather maximum month flow in excess of 49 mgd. Also, initially to provide higher quality effluent so that reuse can be developed. $5,050,000 25% Capacity; 75% Performance $8,361,000 Programmed for FY 2010/11 Page 77 FY 06-07 BUDGET AND CIP . ..} - Facility Process Comoonent Reuse Facilities $2,891,000 Total Cost Costs Design/Construction FUNDING SOURCE Capital Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY 2006-07 Dollars): PHASING: EFFLUENT REUSE I TOTAL 2 891 000 2 891 000 TOTAL Effluent Reuse I Level 4 reuse system: Reuse disinfection, pumping, pipeline, and distribution/irrigation system 2.5 mgd. Implements Level 4 reuse so that thermal load is removed from the Willamette River. Expansion of dry weather effluent reuse programs. Current NPDES thermal load compliance. Potential exceedance of NPDES thermal load limit. Identification of dry weather water needs for potential clients. 100% Performance $2,500,000 $2,891,000 Budgeted for FY 2006/07 Page 78 FY 06-07 BUDGET AND CIP Facility Process Component Reuse Facilities $5,230,000 Total Cost Costs Design/Construction FUNDING SOURCE Capital Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY 2009-10 Dollars): PHASING: PRIOR EXPEND- ITURES TOTAL TOTAL .,. .\.. It EFFLUENT REUSE II Level II Reuse at the Biocycle Farm Provide 1.5 mgd of level II reuse water at the Biocycle Farm. Installation of dedicated reuse irrigation pipeline and microspray system. Total reuse of 3.75 mgd in July and August. $3,600,000 100% Performance $5,230,000 Programmed for FY 2009/10 Page 79 FY 06-07 BUDGET AND CIP ..; .oOIIl" ,. Facility Process Component Disinfection/Outfall $3,000,000 Total Cost Costs Design/Construction FUNDING SOURCE apital Reserve PROJECT: DESCRIPTION: JUSTIFICATION: PROJECT DRIVER: PROJECT TRIGGER: TYPE OF PROJECT: ESTIMATED PROJECT COST (FY 2004-05 Dollars): RECOSTED PROJECT COST (FY 2007-08 Dollars): PHASING: BANKSIDE OUTFALL TOTAL TOTAL 3,000,000 ~,OOO,OOO Bankside Outfall Bankside outfall to accommodate 117 mgd (277 mgd less 160 mgd which is the estimated capacity of the existing outfall system after secondary treatment modifications. New bankside outfall is required to pass the peak wet weather flow to the river. After secondary treatment modifications are made, a maximum peak flow of 160 mgd can pass through the existing outfall box without submerging the secondary clarifier weirs. Peak wet weather flows in excess of 160 mgd. 100% Capacity $1,390,000 $3,000,000 Programmed for FY 2008/09 Page 80 FY 06-07 BUDGET AND CIP ATTACHMENT B Public Notice and Hearings for the Regional Wastewater Budget and Rates Date Activity April 11, 2006 Memo to Eugene City Council on proposed wastewater and stormwater rate increases April 16 &17, MWMC ad in the Register Guard that covered 3 public 2006 hearings: (1) Regional Wastewater Program Budget and Capital Improvement Program; (2) Proposed schedule of sewer user rates; and (3) proposed amendments to the Regional Wastewater SDCs. April 18, 2006 Agenda for the MWMC FY07 budget meeting on April 20 published in the Register Guard. April 24, 2006 Memo to Eugene City Council on proposed administrative rate orders implementing wastewater rates for FY07 April 28, 2006 Advertisement in the Springfield News for the public hearing before Springfield City Council on Local and Regional Wastewater and Drainage User Fees – meeting th on May 15 April 29, 2006 Legal notices about wastewater rates and public hearing published in Register-Guard April 30 – May 1, Advertisement in the Register Guard for the public hearing th 2006 at the Springfield City Council Meeting on May 15 for local and regional wastewater and drainage user fees. May 4, 2006 News release issued on wastewater rates hearing by the City of Eugene May 8, 2006, and Calendar notice of wastewater rate hearing published in May 9, 2006 Register-Guard May 9, 2006 Article on rates increase published in Register-Guard May 9, 2006 Public hearing held by the City of Eugene (3 people attended) June 1, 2006 Rate brochure will be sent to all Eugene wastewater ratepayers via EWEB billing L:\CMO\2006 Council Agendas\M060522\S0605222C.doc