. United States,
 Environmental Protection  Office of Water
-,' Agency  '  .     (WH-550)
EPA 812-R-93-002
March 1993
 INSTITUTIONAL SOLUTIONS
 TO DRINKING WATER PROBLEM:
MAINE CASE STUDIES

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                                                                  1  es
        Institutional Solutions to Drinking Water Problems:
                        Maine Case Studies
 Introduction                        .

 Implementation of the Safe Drinking Water Act (SDWA)  Amendments of
 1986 has created major challenges for drinking water systems across
 the. State  of  Maine?   The  capital cost  of  the  Surface  Water
 Treatment Rule alone will range from $300 million to $500 million.
 The Maine Rural'Water Association (MRWA)  estimates that the cost of
 compliance for larger systems with at least 1,000 connections will
 double customers*  bills.  Compliance costs for smaller systems will
 increase customers1  bills by  200 percent to 400 percent,  depending
 upon the availability.of grant funds.                          '

 Beyond  the  initial  capital  outlay, the  SDWA Amendments  demand
 levels  of  operator  training,   water  testing,   and management
.capabilities that  utilities  will have  difficulty meeting.   New
 requirements have  put  enormous pressure  upon the  smaller water
 systems, which .are run by volunteer boards and part-time operators.
 To make matters more difficult,  water  systems  are also, responding
 to new and expensive mandates in  areas  such as worker safety and
 financial reporting.  Also, the rural  communities served by these
 utilities are not only  facing increased drinking water costs, they
 are handling other environmentally related"expenses, such as waste
 treatment and solid waste facilities and landfill closings.

 Most small public and private utilities will have great difficulty
 complying  with the amended  SDWA.    If  rural  communities  want
 economically viable water suppliers f they must be innovative.and
 .adaptive  in creating  or  altering  institutions  to provide  safe
.drinking water at affordable prices.   Small towns  can  utilize a
.number  o"f  institutional and management formats to  .achieve goals
 such, as securing  state: and  federal  grant  money,  streamlining the
 decision-making process, or developing new community public water
 supplies.      .   ,       ,     .          '_

 Water systems are public institutions which fit into the framework
 of  the local  political process.   Special  care  must  be given
 whenever this  process  is altered.  In  general,  voters  make good
/choices  for   their community   when   they  are  given  reliable
 information on a range  of alternatives.  The timing/ the method and
 the relative ease of change varies from town to town, but solutions
 are  found.                  ,                .   ,

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This  paper recounts how four  Maine communities sought and found
institutional.solutions to drinking water problems.  Each scenario
describes the system, outlines  the problems, reviews the chronology
of  events,  points out the lessons learned and gives the system's
current  status.   The  analysis includes ah  example of a private
water company  restructuring ,into  a  public  water district,  a
municipal  water  and sewer  department  converting  into  a quasi-
municipal utility district, a tiny water district cooperating with
a town to  secure a  grant,  and a  new water  district formed to
•provide potable drinking water to  several.residents whose private
wells are  contaminated.  .                  .  >             •


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              ,             Case Study I

          Quantabacook Water Company, Harrington, Maine
              An Example of a Private Water Company
            Restructuring Into a Public Water District
Background

Small, private  water  companies  have  the  greatest  difficulty
complying with  the  requirements ,of  the Safe,Drinking Water Act,
Generally they were organized early this century to serve a small
number of residents in the developed or village portion of town.
There is usually no fire protection provided.

These Systems typically raised  capital by selling a few shares, of
stock  for'  a  very  nominal  sum.   They  rarely pay  dividends or
compensate  their .directors.   Most systems  are too  small to .have
either a full-time operator or even a business office.  Their rates
are  usually fairly  low (normally under $125 per year), and their
distribution systems are reaching the  end of their useful lives.

Being private, these utilities cannot take advantage of the Farmers
Home Administration's  (FmHA)  low-interest loan or grant programs,
nor  do  they qualify for grants through federal or state economic
development agencies.  r With  low  annual  revenues and a basically,
weak  financial  structure,  commercial  bankers  are .extremely
reluctant to provide long-term  financing.   Even if financing  were
available,  customer bills would easily.quadrupleinto the $500  to
$600 per year  range..        ,                    v.       ,

The  Safe Drinking Water Act Amendments have brought many of these
.utilities  to a critical  juncture;  they  simply cahnoti afford  to
comply.   Their options are  either  to go out of compliance or  to
abandon service.  Neither choice  is attractive.

However,  municipal  water departments . and  quasi-municipal water
districts are  eligible for FmHA grants or loans.  If the assets^of
a private company are transferred to a water district, the district
may apply  for, and it is hoped  receive, FmHA support.  ^  Enough
gran;t money . and low-interest loans makes an  impossible  situation
.acceptable  to the local community.   Restructuring can make  a  non-
viable  water  utility  viable.    Safe  drinking   water  becomes
affordable.                           -

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 Maine, like many states, requires enabling legislation t;o create a
 water district.  The Maine Legislature has created new districts, in
 Long Pond, Morrill, Columbia Falls, Harrington, Searsmont> Winter
 Harbor  and  Rarigeley  during the last  three  years,.    All  are
' communities with private water companies.  Transition is complete
 in Long Pond and Morrill, close to completion in Columbia .Falls and
 Harrington and far from completion in Searsmoht, Winter Harbor and
 Rangeley.  While'the process of reorganization is fairly similar in
 each instance, the  order, ease,  and timing vary.

 Key components affecting restructuring are  (1) the legislature is
 in  session,  because  only  the  legislature  can pass  enabling
 legislation;  (2) whether there are people in the  community taking
 an active role,  because successful restructuring  demands decision
 making and action;  (3)  local.politics, because difficult
 relationships between the company and the town and attitudes about
 creating a new unit of government can take a long time to resolve;
  (4) the ease  of  negotiating  a sales price between the company and
 the  district, because there is  not  always consensus between the
 parties;  (5)  the amount of regulatory pressure/ because government
 action often  serves as a catalyst; and (6) the intangibles,  such as
 the  length of time necessary to move the paperwork through the
 Public  Utilities Commission or  the ability to get  a quorum at a
 local  referendum,  because  small  details  often consume great
 quantities  of time.  As a general rule of  thumb  it  takes  between
 nine months  and three  years  to  restructure a water system.

 Below is  an outline of the steps necessary to restructure  a water
 •company into a water  district.   Although  individual states vary
  according to enabling  legislation and the exact role of the Public
  Utilities Commission,  the fundamental concept of creating quasi--
 municipal or municipal entities to take advantage  of federal grants
  holds nationally.   Utilities  in different states  must,  modify,
  cpmbine or reorder these benchmarks depending  on  state law, rules,
  and local custom.  , .                .       ••"''•.'; , •  ,'. ' ..-.'.'•

  The staff of Maine Rural Water Association  plays  an active role in
  helping communities. find institutional solutions  to_ drinking water
  problems.  This role includes equal measures of guide,  councilor,
  advocate, and  friend.   The Association  does not charge  for  its
 •services  because  of  the  support   it  receives from  the  U.S.
  Environmental Protection Agency, Farmers Home Administration,  and
  the State of Maine.  The job requires an understanding of the
  regulatory  framework  of  the water  industry  and  the legal  and
  institutional  aspects  of  water  systems.   While  rural  water
  associations  are an important  source  of this  type of  technical
  assistance,  it can also  be provided  by  trained  individuals in
  regional development commissions,, municipal associations,
  reg^iatory  agencies,  and  private practitioners  such as attorneys
  and engineers.                                      '

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            22 Steps to Restructure a Private Utility


1.   Officers of the Water  company meet to identify the problem
     and  discuss options.   A  Health  Engineering  Order  or the
     Surface  Treatment Rule's  filtration  requirement usually
     triggers events.   Boards  are often desperate for solutions.
     Technical   Assistance   (TA)   provider  puts   problem  into
     perspective and provides options to consider.  Initial visit
     is  critical to establish  trust and  competency.   Usually
     requires   two   meetings.      Options   include- abandonment,.,
     alternative methods of compliance and restructuring.

.2.   Officers make  a decision.   Time depends  .oh the  degree of
     regulatory  pressure,  cost   of  compliance  and  desire  to
     restructure.    TA provider   can .assist  with  research and
     explanations of various scenarios.

3.   Contact  local  legislators  and draft water district enabling
     legislation.    TA  provider  is important liaison   between
     .legislators and legislative  staff  who draft bill.  All work
     -together to modify standard  language.

4.   Conduct  public meeting about the  water situation.. VUse the
     meeting'to educate public, get support, and decide the number
     of  trustees  and   how . they  are elected  or .appointed.  ; TA.
     provider can  either run  the meeting  or be  available for
     technical  support.   One or two meetings are necessary.  Good
     local media coverage is important..

5.   'Meet with locally elected public  officials to  educate them
     about th£ water system and  gain their support  for enabling
     legislation.   In generail,  officials like to hear from outside
     experts  but do not want to be preached to.      ,

6.   Testify in legislature on behalf  of the  bill.   Legislative
 1    committees often  have  certain requirements  which  the . TA
     provider  should  be familiar with.   Usually  there  is one
     hearing and one work session on a non-controversial charter.
     Controversial charters take longer.

 7.   Amend  the bill   as  necessary.    TA  provider  works  with
    .  legislative staff to make necessary changes.   ,

 8.    Bill passes legislature - water district is established.

 9.    Conduct one or two public meetings to explain drinking water
    "^regulatory requirements   and the  role  of a  district.   TA
      provider and  state agency officials are important participants
      in these types of meetings to answer questions.  ,


              *•      -           -. .  rr      --       -        •
                 •         '        D ,          .         .        .

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10.  Mail  out" information /sheet  to  registered  voters  within
     district..  TA provider can  help  prepare  a concise one-page
   -  summary.   ,    •  .-.    .'--.'.  '•' '•'.  .'  ' '"''     ' '       ''    '•    •'"'.-

11.  Conduct referendum on establishing a water district according
     to municipal  election laws.  Municipal officials  may use a,
     municipal  association'to  solve  election questions.  '"Towns
     handle this area very well.

12.  Elect  or  appoint  a  board of directors, according  to the
     charter.   Communities have  ample experience  with selecting
     boards.

13.  Board  organizes  itself.   TA provider, accountant or Ipcal
     attorney can help first board get organized.   It takes two  or
     three meetings to work out some of the early  questions.

14.  District  hires  engineer  to  evaluate system and | recommend
     improvements.           ,     .  .         . .    .       .

15.  District reviews engineering report and comments on compliance
     alternatives  and costs.                                  <

16.  District applies for FmHA grants  and  loans.

17.  Company files with  the PUC for permission to  abandon service
     and transfer  the assets.   Difficult to predict hovr long this
     will take.
                                  . t    •    '       -.•';•''    '" ' •' •'-. •:'  '
18.  District  and  company negotiate sales prices!.  Most,  but not
     all negotiations are amicable.   District's charter  gives;  it
     power  of  eminent domain.                                 •

19.  FmHA  approves .grant.-and'.loan package.  Baised upon financial
     need^and availability of funds.

20.  PUC approves  transfer.^        ''.                   .. • , •/

21.  District applies to PUC for new rates and approval to borrow
     funds from FmHA.         ,      .

"22.  District purchases  water company, finances improvements, comes
      into compliance.

The .restructuring of the Quantabacook Water.Company in
Harrington, Maine is an example of the process of transforming.a
private  drinking  water  system into a  quasi-municipal  water
district .•

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 The System'-  '•'•.'.-.'•:.    ''•:'.-    •   ' V "• '  '  ••/"-'  •"   '' "' •'•' ' -•• '.• ' •  '••••'...'
     '     '  '  -   .•''•"•,-•  ..;''...''..  • . • ''•• \ • "• '   '''""''•..'....."•'••'.'•''.''"''.'''•
 The Quantabacook Water Company has been supplying water since 1867
 when a legislative charter authorized the company, "to construct; one
 or more aqueducts  from the Quantabacook Spring to the  village of
 Harrington." The town  is  located  in  Washington  County,  in an area
 commonly known as "Downeast Maine." This and the. surrounding''towns
 are  economically  hard  pressed;   much  of  the  local  income  is
 generated by endeavors such as blueberry, raking, wreath-making and
 fishing.  The median  household income for Harrington in ^1980 was
 $10,259, well below the poverty level.

 The water company  serves approximately 145 residential customers
 located mostly, in  the village.   The  source is  a spring  whose,
 dimensions are 31 feet by 21  feet, which yields, about  100 gallons
 per minute.  Water comes into town by gravity  feed through 4,800
 feet of old  unlined four-inch cast-iron pipe.  The system has no
 storage facility besides  the  spring's capacity; no fire ;
 protection,  no water meters,  and  no  chlorination  facilities.   The
 company has  a three-member  board of directors  and 54 shares of
 stock  outstanding.   It has rarely paid a dividend on  its  stock.
 Revenue  is  around  $10,000  per  year  and  the;  average  annual
 residential water bill ,is $75..00.   The value of .total utility plant
 in 1990 was  $51,000.   ,

 The. Problem'    "     •   •'.'..   '    .    .'••-.'''';. _N      •. ;. -  '- '  "

 'The  system has been  plagued by  low wateV pressure,, no  water in
 various portions of town for extended periods,  and  unacceptable
 Goliform tests.  These problems are the result of a combination of
 factors, including insufficient supply,  undersized mains, growth of
 water  consumption, no storage, lack of a preissurized  system and
 leaks.  The company has been on a  continuous boil water order since
 July .1991. ';;  •       '      -•/  .    ...  ' '  "'•_. '..-•....  ' •".' •'-.   .':.. • •  •

 The Chronology                       '          '                .   ;

 Throughout the  mid-1980s, the  Maine Public  Utilities Commission,
 which  regulates the  finances and service standards of all water
 utilities,  the Division  of  Health Engineering, the  state agency
 which  enforces  the drinking  water regulations,  and local elected
 -officials  received dozens ofcalls from irate customers about low
 pressure or  no water service.  The company  acknowledged  the problem
 and  believed the  source  was leaks and over-consumption  by a few
 small  businesses.    The  operator spent  hours  (largely unpaid)
 searching  for leaks  and. had field  assistance from the  staff of
 Maine  Rural Water Association,   Although the company found and
^repaired leaks,  the problem and complaints persisted.

 In 4she spring  of 1988 the  Division of Health Engineering  (DBS)
 conducted  a sanitary survey out  of concern about the low  water
 pressure and the potential for cross connections.  As  a result of

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the survey,  DHS, ordered the company, to pressurize1 the;system by
June 1989 and to install proportion-to-flow disinfection      .   ,r.
eguipment.                                .     •,....   i  '

The executive director of MRWA began discussing7 with the board the
merits of restructuring the company into  a quasi-municipal,,,water
district.  The board members knew they would have
difficulty  securing  a  normal commercial  loan  because  of  the
utility's weak  financial position.  They  also acknowledged that
they should  replace the entire distribution system and .construct
additional storage.  They were .also aware of the state's proposed
wellhead protection program which would require them to conduct a
hydrogeological investigation  and possibly purchase several acres
of land for protection.

While the board considered the merits of restructuring, the company
moved slowly, towards  compliance with the  engineering order.  The
directors were  very concerned about  the  project  cost  and about
depleting the $25,000  reserve fund. .They were also apprehensive
about the effect  pressurizing the line  would have on  the aged
distribution system.                            ^       r

The directors agreed  in the early spring  of 1989 to transfer the
assets of the water company to a water district.  They contacted
their  state  representative,  .state senator,  and  the  executive
director  of MRWA. . The MRWA  executive director and legislative
research  staff  prepared a draft of enabling legislation to  create
the Quantabacook Water District Charter,   A water district is  a
quasi-municipal corporation authorized by the  state legislature.
Its   charter   details  the   territory,    powers,   rights,  and
responsibilities of, the district,.   After  the legislature approves
the  charter, the municipality(ies)  holds a  referendum  for the
registered  voters living within the district.  '         r         /

Before the  legislature approves a district charter, it requires  an
endorsement from the town selectmen.   The,water company directors
and MRWA  sat down with the, selectmen of Harrington to ask for theirA
support.   The  directors reviewed  the  plight  of the company and
explained how a water district can rebuild the  system at a fraction
of the cost.   The selectmen  expressed concern  about the  town's
 liability for the debt.  They were assured that the town faced  no
 liability.               '                        .    ,   :    •
                                •     •'  ,     • ,          •'.:•.   '  .-,'  .
 The selectmen  endorsed the  legislation  and.  supported holding  a
 water district  charter referendum.   The  legislature  unanimously
 passed the  water district charter and created  the Quantabacook
 Water District.                     ..•<•"      •  ' \',''•-

 The .JCown of Harrington is  fairly small.  The relationship between
 tKe directors of the company and the selectmen was good.  The water-
 district,  like  the  company,  would  serve  only the  developed

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 "village" portion of town, i.e.   many  people  in  town would still
 not be on "town" water.                                -  '  "  ,

 In September 1989, the company conducted an informational meeting
 and sent out a mailing to voters regarding the proposed
 restructuring.  A town meeting arid referendum vote were scheduled
 for November -3.  The meeting  went  badly and the district was voted
 down.  Many people who were not on the water system had come to the
 meeting to  express  their concern about town  liability  for debt.
 They refused to pay for water they did not use.   They  were also >
 concerned about whether FmHA would require fire
 hydrants.  The vote was 80-64 to reject the water district.

 The town selectmen  invited ah *attorney from the  Public Utilities
 Commission to  a meeting in late November.   The attorney answered
 many of the questions posed at the November 3 referendum.   Another
 referendum was  held in December,  and the 75-20 vote endorsed the
 creation of a water district.                                  -

 Meanwhile  the  company  had  still  been  moving slowly  towards
 compliance with the Division of Health Engineering's orders.  It
 hired  a  small  engineering firm  to design a booster station.  The
 engineer  submitted plans .to Health Engineering and  the Public
 Utilities  Commission   in September  1989.    The  company  began
 construction soon after,  did much of the work itself,  and used the
 reserve  funds  to finance  the work.

. The station was located near the source of supply and went on line_
 in January  1990.    The  aged distribution system  was  unable to
 withstand the increased pressure and developed many new leaks. The
 booster  station was unable.to maintain pressure and eventually was
 shut  down.    After repeated coliform bacteria violations, the
 Division of Health  Engineering  ordered the company to issue a boil
 water notice.                                        ,     -

 The district's enabling act  specified  the election process for the
  first board of trustees.  Unfortunately; the standard language did
  not conform  to local  election laws.    Therefore,  in April  1990
  officials  sought  and received  from  the Maine  Legislature  an
  amendment to  the  original  charter which  permitted the  municipal
 - officers of Harrington to appoint the  first board.

  The new board has organized, hired an engineering firm to analyze
  the system,  negotiated  a purchase  price  with the owners  of .the
  company, and applied to Farmers Home Administration for a grant and
  a loan.  They negotiated  a purchase price, of $55,000 fairly easily;
  it is approximately the  net book value of the company.

  The^engineering firm  put together  a  $ 1.9 million  project.   The
  project includes the  development  of. a larger  and more reliable
  water source,  replacing  21,000 feet of undersized main,       •
 -construction  of a  300,000 gallon storage  tank for  fire

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                                                                      •VJ
protection,  and - purchasing  the company.   An ap^licatioh  for a   ,
community facility loan and grant was submitted to the Farmers Home
Administration  in the summer of 1992.                           •

The  FmHA determined that the district  is  eligible for  a $1.3(5
million  grant .and a loan of $536/500.   The  loan is at 5 percent
interest and will be amortized over 40 years.  Average water bills
will go  from $75.00 to  approximately $261.00 per year.  FmHA was
concerned  about the rate increase and  required a town  vote to
endorse  paying for fire protection.  ' At  a recently  held town
meeting, the voters supported fire protection and the construction
of a standpipe.      .               .        -

Current  Status               .                       -

The water district  is eagerly waiting  for FmHA to release funds.
Because  of the enormous statewide  demand for  FmHA assistance,
sufficient  grant  monies  are  not  now available.   It  is possible
money will be released from FmHA's  "pool" prior to the next federal  ,
fiscal year.  The pool is a national reallocation of unspent grant
and loan monies.                                           s

If financing is not'immediately available,  the district will try
again in October.   It may be necessary to scale back the project
and  take less grant money in .order to improve the likelihood of
getting  funded.                                       i

Once  the district  gets  financing, the company  will  ask for PUC
permission  to abandon service and to transfer the assets to the
water'district.  The PUC must approve the transfer and the purchase
price.   The company will then buy back its  stock and dissolve.

If  the  district  does  not receive federal  assistance, the water
company  is  still  faced  with an extremely  serious   compliance
problem.   It  presents  a great  challenge  to  the town  and the
ratepayers.

Lessons  Learned                            .                       .

.The  water  system  serving the Village of Harrington has  reached t:he
end  of its  useful life and needs reconstruction.  A. water district
with sufficient FmHA financial support can handle the improvements.
People can have  safe  drinking water, reliable  service, and  fire
protection at  an  affordable  price.   The water  company cannot  do
this project.   Restructuring  makes  'fundamental economic  sense.
However,  the  decision  to  restructure  is  predicated  on   the
availability of federal financial assistance.  If that assistance /
does^not develop, then other options must be examined.          .

The other  lesson  learned is that the process can be time consuming.
Two pieces of  legislation and three  referendums were  required to
get to this point.  Openness, education,  and trust were required ait

                                 10     ;

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                                                         J  f
                                                         \
each juncture.  Communities work at their own speed to accomplish
these goals.  Other towns.have moved through the process faster.

The  regulatory -agencies  have .been  remarkably patient -,with the
company and the water district.   There is, a realization thajb the
community  is .moving forward, albeit slowly,  towards  coming into
.compliance.
                                 11

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             -  •           Case Study  II' .  . •

Fort Kent Water  and Sewer Department  -  Fort Kent Utility District
     An Example  of  a Municipal Hater  and  Sewer Department
      Restructuring into a  Quasir-Municipal Utility District
The  System

The  Town of Fort Kent is located on the Canadian border iri^northern
Maine's  Aroostook  County.  .  It  has  a  diverse  economic base,
consisting of light  industry,  services,  agriculture, and  forest
products.   Its population  is  approximately 4,700 and its  median
household  income  in 1980 was $14,442.

Municipal  business, is  run by five  elected councilors^ and  an
appointed  town manager.  The water and sewer department  is under
the  direction of  a  superintendent who reports directly to the  town
manager and  .council.   He  supervises a  crew  of six  full-time
employees.              }  -  .       ,

The  town  purchased a privately owned water company'in  December
 1977.  The system pumps an  average of 290,000 gallons per day  from
two  gravel-packed wells. There is. a 750,000 gallon buried concrete
reservoir  for fire  protection.  ; There  are approximately  550
residential  and  155 commercial water customers.  Average water
bills for 2,000 cubic feet are $43.83 per quarter.

 The  sewer system  has  .approximately  1,100' customers..   Average
 quarterly residential  billing  is  about $56.25.   The town has an
 activated sludge secondary treatment process.  There are a total of.
 six pump  stations.   The facility  treats  about 325,000 gallons oi:
» sewage per day.  ,

 The Problem

 The town  must spend millions  of  dollars  to implement a corrosion
 control  and wellhead  protection, program,   upgrade the  sewage
 treatment  plant,  repair a leaking  oxidation  ditch and  find a
 suitable  site for  sludge disposal.   Since the spring of 1991 the
 town  council had been  considering whether to keep the water and
 sewelr department under municipal control  or .transfer its
 functions  to an independent  quasi-municipal  utility district.
 Some  of the  councilors felt overwhelmed by the  volume of
 environmental decision making  required.-

                                 12 • ,     •      '-  '   ' I .    ' '  .  .'. .

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The Chronology           :


The councilors invited  the Maine Rural Water  Association (MRWA)
executive director to. .attend a special meeting on October '15 ,.—1991.
They wanted  to   discuss   the  advantages  and  disadvantages  of
municipal versus quasi-municipal management of water and wastewat,er
systems.    The councilors  also wanted  technical  information  on
restructuring utilities .   The  full  council,  town manager,  and
superintendent attended.

The meeting  lasted, several hours.   The MRWA  executive director
brought along a  copy of a 1987 handbook  on selecting different
organizational structures vf or running a water supply.  He
stressed the following points at this first meeting:

      •     Outside of the well-known infrastructure problems, both
           systems are well staffed and managed;

      •     Their water and sewer rates are below average;

      •     New  regulatory  requirements  in  water  and wastewater
           demand more time and attention from boards;

      •  •..'. Water systems in Maine are managed by  85 quasi-municipal
           districts, 34 municipal departments, and 16 joint utility
          • districts-; /   '•'• "\ :   .'!    •" -       .    .   .  '•._'.'  ••• • • •.   '• ,

      •     Although  each  organization  ope'rates differently,  no
         : single   type   of  organization   is   necessarily  more
         .  efficienti.   Each community can  develop  a  system which
•' . .  : :    ,  works;    •   :  ••':''•:"•''.      ->• •    .   . ' '  '•'''•'      '-

      •    Restructuring the water and sewer department irequires an
           act  of  the legislature,  approval by  the Maine Public
           Utilities Commission, and approval of the voters of 'Fort
                                                            '
           A utility district is a new unit of government,  separate
           f rom town .government;  and

           Communities benefit  from periodically  evaluating  the,
           management  of  their  infrastructure.
 priority for councilors attention;"  We should have a  board that
 onlf^concentrates on water and wastewater;"  "We should keep utility
 business away  from  town  politics;."  and   "What's  the  problem/
 anyway?"
                                  13

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                                                             . t ...; ,. ',,f,'J;'ji;,^'"'"--,a;f ...... s» Si
                                                             ;

At the end  of  the meeting "• the town council decided to seek input
from the voters.  Ori November' 15, 1991,- the following guest ion was
asked on a municipal  referendum:  "Shall  the Town of  Fort Kent
examine whether the affairs of the water and sewer department be
governed by an elected five  (5) member utility district rather than
by the present town council?1'  The  returns were 584 in,favor, 376
opposed.    .-,    •.  • •      '       .'..',''•''''"•    •'

After the referendum, the town manager organized a 19-member  ad hoc
citizens' committee to examine the advantages and  disadvantages•of
restructuring  the  water  and sewer  department  into   a .utility
district.   The large committee was  extremely  broad based.   It was
to  make  recommendations  to  the  town  council,  with ; the MRWA
executive director acting as facilitator.       '
                                                        ,l
The first meeting was  held  on January  9,  1992 at  the town office.
At the outset the group appointed a  secretary arid decided that town
council  members  should  not be present during  discussions.  The
committee   would  make  written  recommendations  to  the council
reflecting  majority and minority opinions.         :  .   |

The superintendent outlined the operation of the water  and sewer
department. Many of the,group were  unaware how these services were
provided.   Next  the  MRWA  executive  director  explained various
organizational, options for water and sewer systems.  The group then
reviewed an MRWA worksheet on how to compare utility districts with
departments using the following criteria:.
 Operating Expenses;    , .
  Salaries    ~          .
  Benefits             •
  Rent'
  Billing
  Supplies
  Utilities            .    -
  Insurance
  Regulatory
  Transportation
  Equipment ,'.."••
  Legal •               '

 Decision Making;  ,
  Ease of Decision Making
  Expense of Decision Making
  Speed of Implementation
Financing;
 Ease of Financing
 Cost of Financing

Organizational Efficiency!
 Ease of Administration
 Cost of Administration
 Utilization of Staff    ','.
 Utilization of Equipment
Responsiveness of Customer Needs

Responsiveness to Community Heeds
 The town staff was to research the data sheet components arid report
 back'!*" Each member of the ad hoc committee was given an  opportunity
 to express  an opinion.   The superintendent made arrangements for
 the  committee to visit Fort  Kent's water  and sewer plants on
 January  18. 'Finally,  the group divided into three subgroups and
                                 14

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 planned  to  visit  and -interview  joint  utility  districts  in,
 neighboring towns before the next, meeting.         . ;

 The ad hoc committee met again on February 6, 1992.  Members filled
-in the comparison sheets based on the research of the town staff/
 input from the MRWA executive director,  arid the field interviews
 conducted by -the three subgroups*  Giving everyone an opportunity
 to visit a functioning utility district was1 -extremely helpful.  ;


 Committee members worked well together  and arrived  smoothly  at a
 unanimous decision.  They recommended the water and sewer
 department be transferred to a  joint  utility  district.   The  town
 council endorsed the ad  hoc committee's recommendation and asked
 the MRWA executive  director to draft a  bill  for the legislature
 creating the Fort Kent Utility District.          . .

 The bill passed unanimously  and was signed into law by the governor
 on April 6, 1992.  The legislation permits the Town of Fort Kent/
 upon  approval  of  its  voters,  to convey the  water and  sewer
 department to a, quasi-municipal utility district.  The legislation
 grants certain powers and rights to the district,  sets up-a method
 of electing five trustees,  and details a referendum procedure.

 A  referendum  held  in  Fort Kent on May 6,  1992, asked: "Shall the
 Fort  Kent  Utility District  be created?"   The response was 61 in
 favor,  16 opposed.   The  first municipal utility  in  Maine was
 restructured  into a joint  utility  district.   Voters elected its,
 first Iboard of  trustees  on  June  9>, 1992.

 The  new board members face great  challenges.   They must learn  a
 great deal about utility operations  in a  short period of time.
 They are excited by their task and a little surprised at the extent
 of their responsibility^

 Current Status       '.-,;'

 The town and  the district are working together on transferring the
 assets from  one  organization to another.  There is an  enormous
 amount of paperwork  and some expense  involved with transferring
 -titles, insurance, easements, contracts, etc.  The Public Utilities
 Commission eventually must  approve the transfer.  All, however, is
 moving forward.

 Lessons Learned

  This restructuring taught many positive lessons:

            Towns are capable of reorganizing the management of their
            infrastructure in a very positive manner.
                                  15

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While politics does play a  role  in the  process;  it  does
not have to predominate.          •'.'••
            ,              '          ' •        -,..,- v

•Getting a large, broad-based group involved early^in the
program is a good way  of building consensus.
                                ' •          • "  i   • . •
Reorganization can be accomplished in a fairly short  time
period; in this case",  less  than  a year.            '»
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                          Case  Study  III

           Waterboro Water District - Waterboro, Maine
       An Example of the Formation of a Hew Water. District
  to Provide Potable Water to Residents with Contaminated Wells
The System                              .       :

Located in  southern Maine, the Town of Waterboro  is primarily a
bedroom community - and recreational area with a  smattering of light
industry,   agriculture>   and   services.     Its   population  -is
approximately  5,000  and the  1980 median  household  income was
$15,875.                               '

Three  sand-ahd-gravel aquifers are  within the town's borders.
Until the current system went on line in the spring of  1992, there
was no community water supply, with the exception of a recreational
community, on Lake Arrowhead.  Townspeople relied on  private wells
for their drinking  water.

The Problem                          '  x           ,

The most densely populated area of Waterboro is  the Village  of
South Waterboro.  It  is the commercial center of town and includes
the  junior  and  senior  high schools.    In 1980  hydrocarbon
contamination appeared in six domestic .wells.  In 1988 the  Maine
Department  of  Environmental,  Protection   (DEP)  declared  another
portion of the village an  "Uncontrolled  Hazardous  Waste Site,"
because of groundwater  contamination from a  number  of volatile
prganic compounds.
                      "   '     ' '  .       .    '*'.  '    "-•,'..-' /.
The problems  confronting the  town  were how  to  find sufficient
"funding for a water supply and create a political entity capable of
 supplying potable drinking water to the  residents  whose water was
 contaminated.                                         -
               ',-..''.    .    ,     •   .    " i     ,•    .''',''-
 The Chronology

 After hydrocarbons were discovered  in shallow wells in 1980, the
 DEP  conducted  extensive  groundwater studies of  the  area  to
 detelrmine the  source, extent, and nature of the contamination.

 The Department is responsible under Maine law for providing potable
 water  to  residents whose  wells  -have  been  contaminated  by
                                 17

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 hydrocarbons.    Initially, /DEP  installed carbon:; filters on  the
Dwells.   As the number of  affected  households  grew  to 15,  the DEP
 realized* it must: develop  and  pay for .a- community  public  water
 supply.          •.     *,'      ...     •  •  •    / .' '  :•/• -..': •  ,  ,.. •!••". .  ••  -. • :

 Between 1984 and 198S-,  the town and DEP were unable  to  reach an
 agreement about the location,  size,  and. cost of  the new  water
 supply.   The  key, sticking point was  that  the selectmen  knew of
 another contaminated site (later to be declared an uncontrolled
 site)  and wanted a water system large enough to serve'both areas.
 DEP was  unwilling to supply water to the second site until the area
 had been more  fully studied.  Another issue, of course, was money. .

 In the spring  of 1987, the town  raised $40,000 at town meeting for
 a hydrogeologist  to locate  potential .well sites  to  assist  the
 residents with contaminated wells.   Four  sites were eventually
 identified.   Soon  after,  DEP became more involved, by drilling a
 test  well at one of the locations*                      !

 By this time three  other communities in Maine had gone through the
 entire process of  establishing new public water supplies due to
 groundwater contamination.   Maine  Rural Water Association (MRWA)
 had helped, create two non-profit water associations  and a municipal
 water  department  to provide  drinking water, to  residents  of
 Readfield, South Penobscot, and Friendship.        ',:  :

 The MRWA executive  director met often with the  selectmen to discuss
 alternative management  structures *,. The ' state legislature held a
 special session in the fall bf 1988.   In order £0 keep its options
 open,  the  town  had -legislation  introduced  to /create  a  water
 district.  The town could decide later whether it wanted a water
 district or a department.   Since t>nly  the legislature can  create a
 district, the town had  to  act while  it  was; in  ses'sion.   The
 legislation had a sunset  provision ..which gave  the  town until,
 December 1990 to hold a referendum.

 The town established an  11-person Water Quality Task Force in 1988,,
 Members included a town selectman, a geologist, the .town  planner,
 members   of  the,   Finance,  Hazardous   Waste  and   Conservation
.Committees,  and members  vof the  public.   Their mission was. to
 negotiate contracts with DEP, select engineers, choose contractors,
 and  make   recommendations   on   organizational  structure.    The
 committee met often from  1988 to 1992.

 The  town and DEP  finally agreed .to  develop  a residential water
 supply for the 18 residences with contaminated water.  Construction
 began at Christmas  1990 and was finished on February 15; 1992.   DEP
 has  currently invested approximately  $1.1  million in this water
 system.                 '  ' .        •   ,  '.'''.    '.•.••"'".;'••

 In November 1989 the selectmen applied for a Community Development
 Block Grant.  They were  Very concerned about water quality problems,

                                 18

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in  other parts  of tpwn,  especially in  the area  that would  be
declared an uncontrolled site.  The selectmen also wanted to  add
customers to keep rates down and to provide public fire protection.

The  application was successful and  the town received-a  $738,000 ,
block grant to increase the size of the water lines/  run additional
distribution Alines, run new services into low-income  residences,
erect an above-ground  standpipe, and  install an additional well
supply.   To qualify for the grant, the town also put in ,$55,000 of
,its  own  money and borrowed an additional $100,000 from the Farmers
Home Administration.                              .

A, recent town meeting  authorized  a loan of up to $150,000 "to help
the  water system pay  for the  costs  of putting in new  services.
This money  will be paid back by homeowners as they hook  onto  the
system.             .                  .      .
          1 -    ,   '   ' "           '               ''•     " •       "    k
After much  debate, the Water  Quality  Task Force finally decided
that a water district best suited  Waterboro.   Because  the last
charter   expired  at  the end  of  1990,  the legislature  had  to
reauthorize the water  district in the  spring of 1992.   The town
held a  referendum in  May,,  and although the vote supported  the
formation of the  district, ,there  was not a quorum.

Current  Status     .     ••   •   • .••..'   -;     •.  .''••' ::'.'   .. •  •  '   •

The  town will  hold a  second  referendum in  November 1992.  Town
officials shortly will negotiate  a  subsidy paid by DEP which will
keep annual rates down to $112 per customer for,the next 20 years,
adjusting for  inflation.    The  subsidy is  invested  and  should
generate enough  income to pay the  difference  between operating
costs plus  depreciation and water revenues.

Residents with  contaminated wells  started  receiving  service in
February 1992 and appreciate the  water supply.   New, customers  are
applying for service.  Rates will go into effect once the subsidy
is  in place.  The district expects to have at least 100 customers
within the next five years.

Lessons Learned                                   ~' / '

The  Town of Waterboro has  learned that developing a  new water
 supply  and  a new  public  institution  is a  long,  difficult,  and,
 frustrating process.   The town has  also seen its persistence pay
 off; a  functioning water  supply is  now providing water  in  the
 community.                                                        "

 The town was extremely wise to appoint a water quality taslc force.
 Its^make-r-up included  representatives  of all the local government
 committees within  the  town and a spectrum of
 interested  citizens.    The  committee  was  vital in  steering  the
 direction of the water system.

          .         • '       , '     19            ....••-••''•    ' •

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Waterboro  was extremely bold  in locating additional  sources of
funds from the Block Grant Program arid from Farmers Home  .    v.-
Administration.   Not satisfied with just- an  18-user system,.the
town wanted a true community supply to take care of the residents
in the core of town.  Waterboro, to its credit, was  also willing to
commit  town  funds to, the project.   The  town had a.vision and
pursued it.
                                 20 .

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          \         •      '  •     *•       '         -  ..   ,  ,
                          Case Study IV                 .


              Starks Water District - Starks, Maine

  An Example of Cooperation Between a Water District and a Town
       . •-,             ....     /•         ;,    '              • .

The. System            ,


Starks is  a very small  town in west  central  Maine.,   It  is the
proverbial wide^place in the road.. Median  household xncome was

only $9,612 in 1980 and the population is approximately 450.


The  Starks Water  District  was , created  in  1961.   Twenty-three
              -sr
 Development Block Grant.                   .              , '
        . •  ' '    .•'•'-•  -\        .    . ; •_•'.-             i .   • -'
 The Problem                      .

 The Division of Health Engineering put the water dis teiqt oit a ^oil
 or-^T- in the sprinq of 1988.   The  system suffered from bacterxaJ.
                              no storage, and insufficient supply.
 A maiority of the households were low income and could iipt

 infnew debt to repair and -rebuild the system. The pr
 the  town  was how  to  get  enough  grant  money  to correct

 situation.


 The Chrpnology     ,         !             -

 A routine  sanitary  survey was conducted on April 15, 1988 ^b^ the
 •Dilision of  Health Engineering.   The survey^revealed, among other
  .ouno
  en?eri? least one of the .steel tanks had la crack, and
  there was very little water in the  spring house.   Health
  Enaineerihg directed the district to design pneumatic  storage for
  SS^SSS?'.S5 provide  for chlorination.   Shortly  thereafter^

  Health7 Engineering  ordered the .district  ^                at
  notices because of numerous coliform bacteria
                                  21

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                                                          " -«
                                           s^r 7
                                              s:



 preapplication for a water loan and grant in July 1988^

 •Sight ^taSS? ^StarT*  With J™^  officials  familiar  with the
 the aoencV     ?n  J£S   WJS 8V11-payiJ13  off  a sma11 loan from






                  a"dhe executive director  of HEWA met of ten with
                          -SlPPOrt      tjle

          ^8iSnati°nS' the ^lectmen called  another town
          The town recognized the district's  dilemma and voted to
lend^the district §10,000 for immediate  improvements.  This would '
eliminate temporarily the need for a boil "order.  TO get 6f f t*t
boil order, the district would, have t.o isolate the spring and relv v
entirely on one small well .in the center of town.  ?hat well was a
marginal producer, and when  it went, there would be no more watlr?


MRWA continued to work with the town and the district.  Thev needed

   fb?^? °?\ a !?Y t° COIne  UP With the Additional grant funds it
   able to take advantage of the FmHA grant. They decided the town


                               22                 '    "'' •"   ''•'''

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         should apply for a-Community:Development Block Grant.  Under state
         rules, water  districts are  ineligible  for  this type  of , grant
         However,  a town can. apply, and if successful,  can contribute the1
         facility, paid for with block grant funds, to a district. !„


         The Block Grant application includeda request  for  a new well, a
         new  buried concrete reservoir,  replacement of a  'deteriorated
        ^section of water  main,  and new services  into low-income homes.
         This project piggy-backed onto  the  FmHA grant application,  which
         would be  used to replace other portions of the badly deteriorated
         system.

         The. town  was successful in its bid for  grant money "and was awarded
         $150,000.   It then  was able  to  provide  the  district  with  the
         $37,500  loan  portion  of  the  FmHA grant/loan  package,  and  the
         district  could qualify for the $112,500 grant from FmHA.

         The total package of approximately $300,000 essentially rebuilt the
         water system.  For  the first time in  years the  people  of Starks
         have a reliable water supply.

         Current Status

         The rebuilt system works fairly well.   Annual customer rates rose
         163 percent to about $220.00 to pay for increased power bills and
         for the system's first part-time operator.  There  is now continuous
        .service and adequate fire protection.                  .

         Lessons Learned                                      .
                         •  •        .--•-.''.  ' •      •   '..'..,''.'>•  •.•..'
         Units  of  government can  work  together to take advantage  of  a
         variety of  grant  programs.   In'  this  case,  a  small town and a
         smaller district located enough grant money to continue providing
         service.   The  town  used its  grant money, to install  pipe and new
         services, and contributed these facilities to the district.

         Another lesspn is  that small systems often need sizable .grant funds
         to.remain viable.   Here a grant  was necessary because the district
         "could not support new debt.

         One option considered at the start of this project was/abandoning
         the water system and drilling individual wells.   However, because
         the homes in  the  village  were close together and many  homes  had
         failing  septic systems, the  quality  of  the  water  was unknown,.
         Keeping and repairing the existing system was the more
         appropriate course of action.                .    < \
                                         23
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