SEPA
          Unit>
          Erwii
                      DC 20460
                   June 1979
                   EPA/430/9-79-013

Management of
Small-to-Medium
Sized Municipal
Wastewater
Treatment Plants

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             MANAGEMENT OF
        SMALL-TO-MEDIUM SIZED
MUNICIPAL WASTEWATER TREATMENT PLANTS
                    by
 Culp/Wesner/Culp-Clean Water Consultants
                  Box 40
         El Dorado Hills, CA 95630
          Contract No. 68-01-4917
                    EPA
              Project Officer
                Lehn Potter
                July,  1979

               Prepared for
   U.S. ENVIRONMENTAL  PROTECTION  AGENCY
    OFFICE OF WATER PROGRAM  OPERATIONS
          WASHINGTON,  D.C.   20460

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                                   DISCLAIMER
     This report  has been reviewed  by  the U.S. Environmental  Protection  Agency,
and approved for  publication.  Approval  does not signify  that  the  contents neces-
sarily  reflect  the views  and  policies  of  the  U.S.  Environmental  Protection
Agency,  nor  does  mention  of  trade  names  or  commercial  products  constitute
endorsement or recommendation  for use.

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                                   CONTENTS
Figures	iii
Tables  	   v

Introduction  	   1
Purpose 	   1
Scope	1
Structure 	   2

     1.  Management Opportunities, Responsibilities, and Constraints  ....   3
              Opportunities and responsibilities  	   3
              Constraints 	   3
     2.  Evaluating the Effectiveness of Plant Management 	   5
     3.  Organizational Considerations  	   9
              Type of ownership	9
              Internal organization 	 10
     4.  Regulations	19
     5.  Planning, Programming, and Budgeting 	 23
              Records - the basis for planning	23
              Long range planning	34
              Budget preparation and control  	 35
              Preventive maintenance budget 	 35
              Corrective maintenance budget 	 36
              Major repair budget	36
              Total maintenance budget  	 37
              Emergency planning  	 37
              Insurance	40
     6.  Financing	43
              General considerations  	 43
              Capital costs 	 43
              Determining total annual revenue requirements 	 46
              Distributing the costs among users  	 47
              Establishing user charges 	 48
              Rate increases	49
     7.  Evaluating Staffing Needs  	 	 51
              General considerations  	 51
              Determining staff size  	 51
              Determining the  qualifications and skills needed   	 65
              Certification programs  	 70
              Training programs 	  75
              Safety programs  	  79
     8.  Employee Relations 	  87

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              Recruiting new employees 	  87
              Communications	88
              Personnel records  	  96
              Salary and benefit structure 	  96
              Motivation	97
              Absenteeism	101
              Promotion policies 	 102
              Collective bargaining and contract administration  	 102
     9.  Public Relations  	 105
              Routine public contacts  	 105
              Relations with other departments or agencies 	 107
              Public information programs  	  . 107
    10.  Selection and Use of Consultants	119
              Types of consultants	119
              Why hire a consultant?	119
              Selection procedures 	 119
              Working with the consultant	121
    11.  Contracts for Operation and Maintenance 	 123
              Full operation and maintenance contracts 	 123
              Operational assistance contracts 	 127
    12.  Energy Conservation 	 129
              The need for conservation	129
              Energy uses in wastewater treatment	129
              Conservation possibilities and programs  	 129
              Solar energy	136
              Management of operations	139

References	141
Appendices
                                      ii

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                                   FIGURES
Number                                                                       Page
  1   Organization chart illustrating structure for co-ordination of
         different functions 	     13

  2   Typical report forms 	     25

  3   Sample equipment record card 	     30

  4   Sample inventory card  	     31

  5   Sample storeroom ticket  	     32

  6   Sample purchase order  	     33

  7   Staff size vs. actual flow - primary treatment	     53

  8   Staff size vs. actual flow - trickling filter	     54

  9   Staff size vs. actual flow - activated sludge	     55

 10   Staff size vs. actual flow - advanced treatment	     56

 11   Labor requirements for primary sedimentation	     57

 12   Labor requirements for sedimentation 	     58

 13   Labor requirements for primary sludge pumping  	     59

 14   Labor requirements for laboratory  	     63

 15   Table of adjustments for local conditions  	     64

 16   Organization chart - conventional wastewater treatment plant  ....     66

 17   Organization charts - plant size:  10 mgd or less	     67

 18   Form for estimating plant staffing positions	     71

 19   Certification requirements 	     73
                                      iii

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Number                                                                        Page




  20   Average annual training expenditures 	    76




  21   Average annual training expenditure per $100 salary cost 	    76




  22   Injury frequency rate vs. year	    80




  23   Injury frequency rate vs. population served by system	    81




  24   Supervisor's accident report form  	    85




  25   Monthly accident summary form  	    86




  26   Example new release	   109




  27   Expenditure distribution of operating funds  . . 	   113




  28   Anaerobic digester gas utilization system  	   137




  29   Solar energy system for water and space heating  	   138
                                       iv

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                                   TABLES
Number                                                                      page

  1   Management Evaluation Form 	    6

  2   Example Job Descriptions 	   14

  3   Example Use of Budget Comparison for Cost Control - Operations
         and Maintenance Expenditures Compared With Budget -
         January 1, 1978 Through June 30, 1978	   38

  4   Example Capital Budget - Five-Year Plan for Vehicles 	   39

  5   Level of Utilization Determination 	   61

  6   Certification Program Administration 	   74

  7   Ranking of Factors Limiting Performance for Thirty Evaluated
         Facilities	   77

  8   Minimum Recommended Safety Equipment for Wastewater Works
         Personnel	   84

  9   Illustrative Personnel Performance Evaluation Form 	   91

 10   Total Suspended Solids (Non-Filterable Residue)  	  114

 11   Summary of Operating Results	115

 12   Energy Requirements for Continuous and Intermittent Operation
         of a Vacuum Filter System	135

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                                   INTRODUCTION
     This manual  is intended for  those  who manage wastewater  treatment  systems.
These  people,  whether they  be  city  managers,  mayors,  plant  managers,  or  chief
operators, play a crucial  role  in  the successful  operation and maintenance of the
treatment facilities. This  success is the key to  realizing  the  full  potential of
the capital investment associated  with the  facilities. Regardless of  the adequacy
of  the system  design or  the  skills  of the  plant staff,  plant  performance  is
directly  related  to  the  effectiveness  of  the  plant  manager.  The plant manager
must show his staff  the  style, pace,  and  attitude  he wants  them to  adopt and
maintain.

     There are  many manuals and handbooks  dealing with the  technical  aspects of
wastewater treatment  process operations, plant  maintenance, troubleshooting, etc.
These  have  been published  by  the U.S.  Environmental Protection  Agency, profes-
sional organizations, and private concerns.  On the other  hand,  little  attention
has been  given  to  overall plant management. This  manual provides the information
needed by plant managers  to  be  more  effective  in  their jobs.

PURPOSE

     Although  small-  to  medium-sized  municipal  wastewater  treatment  plants con-
stitute  over  95 percent  of the  plants  in  the United  States,  the  operators of
these  plants  often  have  limited training or experience  in management.  Many  times
their  responsibilities encompass  a  variety  of duties,  leaving  little  time for
them  to  develop  the  skills required to be  effective  managers. This  manual is
intended  to  fill  the gaps  where  the manager  lacks  experience and  to  identify
areas  where he  can  best develop his  management  skills.

     Completing  the  simple  evaluation form  in  Section 2  will  show  the manager
areas  where  his management  practices are weak; it  also is a  handy  reference to
the sections  of  the manual which  provide specific information on good management
practices. Using  the guidelines  provided in this manual on  implementing new or
improved  management programs will help  the manager become more effective and use
his time  more  efficiently.

SCOPE

     As  indicated  by  the title,  this manual  is  for  the  managers of   small- to
medium-sized  municipal wastewater  treatment  plants. Although much of  the  infor-
mation would  be useful  to any  plant manager,  it is primarily aimed at  those  indi-
viduals managing  plants  in the  range of 3 to 10 mgd.

     Managers  of  very small plants  may not be  concerned with  all of  the  topics
discussed in  the manual.  Their staffing structure,  for  example, might be  very
simple.  They  may  only have one  or two people working  for  them.  On  the  other hand,
their  system  may  be so small that they  might  operate  the plant alone,  perhaps  on

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a part-time  basis only.  In  contrast  to  this,  plants  greater  than 10  mgd serve
sizable populations and may  involve  shift  operation and relatively complex staff-
ing and administrative arrangements.  In  such cases, professionally  trained  man-
agers may be directing system operations.

     The topics addressed  in this  manual  cover  the most common areas of deficient
management. The information  is  intended to be  comprehensive  without being overly
specific. Very detailed or localized  information  was intentionally left out so as
not to  confuse those  managers  not affected  by it.  Examples have  been  used  for
illustrative purposes, however,  care must  be taken to consider  how local condi-
tions might influence  the actual application  of these management tools.

STRUCTURE

     This  manual   is   divided  into  twelve  major  sections  which   cover  various
aspects  of plant  management.  Each  section  is  intended  to be  self-contained,
although there are interrelationships  among the topics discussed.

     In addition  to  the  table of  contents,  there  is  a graphical  summary at  the
beginning of each  section  of this  manual.  This illustration  identifies the major
subject areas  discussed  in  the  section  and  key  management  tools  and practices
included in  it. This  format is  useful in  quickly  identifying the  location  of a
particular subject and showing its relationship to other subjects within  the sec-
tion.  The cited references  are  listed in  numerical  order at  the end  of the man-
ual. In many cases, more  specific  detail on  a  particular subject is available in
these references.  A list of  the  publishers' addresses has been included so copies
can be ordered for the plant library.

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MANAGEMENT OPPORTUNITIES,
RESPONSIBILITIES & CONSTRAINTS
OPPORTUNITIES & RESPONSIBILITIES
    Efficient operation to meet legal
    requirements at reasonable cost
    Adequate record system
    Planning & budgeting
    Good working conditions & employee
    incentive
    Good public  relations
CONSTRAINTS

   Legal framework
   Facility limitations
   Financial
   Staffing
   Public attitude
   Consultants
   Resource availability

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                                    SECTION  1

           MANAGEMENT OPPORTUNITIES, RESPONSIBILITIES,  AND  CONSTRAINTS


OPPORTUNITIES AND RESPONSIBILITIES

     The proper  operation and maintenance of  a community's wastewater  treatment
plant is an important community  function* The  cost  of  wastewater treatment can be
a big item in the municipal budget. Your  responsibility for the wastewater system
gives you  the opportunity  to contribute  to  a clean,  healthful environment  at
least cost.

     It is important that you not  only have the technical  skills needed but also
provide effective management  of  the  system to achieve  the  primary purpose of the
wastewater treatment system - to provide an adequate  level of wastewater treat-
ment in an economical manner.  Your responsibilities to do this include (1):

     •    Providing  efficient,  continuous  operation  of  the  system  so  that  all
          legal  requirements  are met  at  reasonable cost and  without unnecessary
          consumption of  resources

     •    Maintaining adequate system  records

     •    Providing  responsible  officials with information essential to planning,
          budgeting, and  management of the  system

     •    Maintaining good  working conditions and incentives for employees

     •    Establishing  and  maintaining good  public relations

     Meeting  these  responsibilities requires  teamwork among all  involved.  It is
your job to keep the city management  informed  of  your needs and accomplishments,
and  how  your  program fits  in with the other  city programs. You  are the profes-
sional from whom other  officials expect answers about  the  treatment  plant.  As  a
manager, you  must consider  the factors of people,  finance, and administration as
well as  the  technical  aspects of  plant operation.  As plant  size increases, you
have to  leave more  of  the  technical work to  other personnel  and concentrate on
the  management  aspects  (2). In  anticipation of this,  you  should have an ongoing
program  to train an  assistant who  can  take  over as your responsibilities  change.

CONSTRAINTS

     Numerous  constraints  can provide a  challenging  opportunity for  wastewater
system managers. These  are  highlighted here and discussed  in more detail  in later
sections of this manual.

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Federal,  state, and  local  laws  and  regulations -  These include  the
organizational  framework  of the utility itself,  the  level  of  treatment
required by the discharge  permit,  equal  employment  opportunity require-
ments,  Occupational Safety Health  Act,  Federal  Clean Water Act  and
Amendments,  local   building codes,  public utility  commission  regula-
tions, etc* See Section 4  for discussion*

Treatment  facility  -  Deficiencies in  size,  nature  or  construction  may
be corrected in time, but  can be  significant  on a short-term  basis.

Financial  resources - Legal  limits  on bonded  debts,  acceptability  of
user charges,  and  compatibility of  staff  salaries  with those  in  other
municipal departments. See  Sections  5  and  6  for discussion.

Staff - Qualifications and  number  can  be modified in time  if  past  prob-
lems in  employee  selection, motivation and  training can  be  overcome.
See Sections 7 and  8 for discussion.

General  public  -  Negative  attitudes can  result  in  difficulty  passing
bond  issues or establishing  rate  increases;  good  public  relations
should be established. See  Section 9 for discussion.

Consultants  -  Various  types  of  consultants  can  provide  invaluable
assistance  in  design,  financial  planning,   operations,  and  public
relations, but  can also  impose  constraints  on system management.  See
Sections 10 and 11  for discussion.

Resources  - Availability  and  cost  of  electricity,  fuel,  chemicals,
etc* can be a limitation.  See Section  12 for  discussion.

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  EVALUATING THE EFFECTIVENESS!
  OF PUNT MANAGEMENT          I
• Management evaluation form
   - Basic organization
   — Planning & budgeting
   — Staffing
   — Employee  relations
   — Publif relations
   — Use of consultants
Problem analysis
 — Define problem
 — Find cause
 — Consider alternative
 — Analyze alternative
 — Adopt solution	

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                                     SECTION 2

                EVALUATING THE  EFFECTIVENESS OF  PLANT MANAGEMENT
     The first  step  in  improving the management of  the  wastewater  treatment sys-
tem is making  an objective, realistic  evaluation  of current management.  Such an
evaluation will  identify areas  in  need  of  improvement.  Table 1  is given to assist
in the evaluation. Each  "No"  answer will reflect a  target  area.  The  related sec-
tion(s) of this  manual are  noted.  For example,  if  the item "The budget has proven
realistic" is answered "No,"  then  Section 5 should  be used for guidance.  Table 1
is not a substitute  for a thorough,  detailed analysis,  but it will point to areas
which need more  study.

     The  later   sections  of this  manual provide  specific guidance  for specific
problems. However,  the  real problem must be correctly  and  fully  defined before
they will be useful.  For  example,  high  turnover of  personnel indicates a problem
with employee relations. The problem could be caused by poor salaries, poor work-
ing  conditions,  a   supervisor who cannot  get   along  with  people,  lack  of
opportunity  to  advance,  or  frustration  with  having  more  than  one  boss.  The
effect of  "losing  too  many people" could  be  related  to any  one of  the above
cauaes. Determining  the real  cause is  a  key  to  improved management.  A problem
cannot be  solved until its true cause   is known.  A decision to  make  a change to
overcome  a  problem  based  on  the  wrong  cause will not  be  effective  and  may
actually worsen  the  situation.

     The  following  steps  provide  a logical  approach  to problem  solving which
apply  regardless of  the  nature of  the problem.  Following them will reduce the
common errors of jumping  to conclusions and adopting the wrong solution.
                            Define the problem
Find
the
cause (s
0
                            Consider alternatives
                            to eliminate the cause(s)
                            Consider problems
                            with each alternative
                            Adopt solution

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                       TABLE 1.   MANAGEMENT EVALUATION FORM
                                                                   If no,
Item	Yes	No	refer to manual section

BASIC ORGANIZATION

Responsibilities assigned  based  on
an organization plan                      	   	                3

Each position  has a job  description      	   	                3

Reporting  responsibilities defined       	   	                3

Each individual has only one  "boss"      	   	                3

No < one supervises more than 5 people      	   	                3

There is an organization manual           	   	                3

PLANNING AND BUDGETING

An accurate set of as-built
drawings is maintained                    	   	                5

There is an equipment numbering
system for identifying major
equipment  items                           	   	                5

A maintenance  schedule is  maintained      	   	                5

Cost codes are used to determine
where costs are occurring                 	   	                5
Accounting records adequately  define
nature of costs                          	   	                5

An annual budget is prepared             	   	                5

The budget has proven  realistic          	   	                5

Insurance needs are regularly  evaluated  	   	                5

Actual costs are compared  to
budgets at regular intervals             	   	                5

STAFFING

Staff size appears to  be reasonably
balanced with the work load                                          7

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TABLE 1 (Continued)

                                                                  If no,
Item	        Yes	No	refer to manual section

STAFFING (Continued)

The staff has the skills needed
for good plant operation		                7

Operators are encouraged to be
certified                                	   	                7

Personnel ate encouraged to attend
training courses                         	   	                7

On-the-job training is provided          	   	                7

There has been a lack of accidents
and Injuries at the plant                	   	                7

Accidents are promptly reported
and the causes analyzed	   	                7

Problems with equipment or treatment
processes are quickly corrected           	   	                7

EMPLOYEE RELATIONS

Turnover of personnel has been
reasonable                               	   	                8

Employee absenteeism is reasonable       	   	                8

Applicants are interviewed and
tested                                   	   	                8

New employees receive orientation        	   	                8

There is an employee manual which
contains policies on vacation, sick
leave, etc.                              	   	                8

Current employees are carefully
considered for promotion to
vacancies                                	   	                6

Exit interviews are held with
employees leaving                                                    8

Salaries and benefits are
competitive                              	   	                 8

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TABLE 1 (Continued)
                                                                   If  no,
Item	Yes	No	refer  to  manual  section
EMPLOYEE RELATIONS (Continued)                                         ~~   ~~

Personnel performance measured
against established standards            	   	                8
PUBLIC RELATIONS

Relations with regulatory agencies
are positive

Recent bond issues for the wastewater
system have passed

Wastewater system personnel frequently
attend city council meetings
The relationship with the city
council is good                          	   	                9

Complaints are promptly handled          	   	                9

Have operators talked to citizens'
groups or schools in the last year       	   	                9
An annual public report on plant
operations is prepared and distributed   	  	                9

CONSULTANTS

The plant O&M manual is useful           	  	               10

Procedures based on qualifications
and proven experience have been estab-
lished for the selection of consultants  	  	               10

The need for consulting services
is widely advertised                     	  	               10

The operators have a good relationship
with the consultants                     	  	             10,  11

Design consultants follow-up
after the plant is in service            	  	             10,  11

Contract clearly defines terms &  condi-
tions of technical, financial & legal
responsibilities of all parties          	  	               11

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13 ORGANIZATIONAL CONSIDERATIONS]
  TYPE OF OWNERSHIP
     •  Public
     •  Private
INTERNAL ORGANIZATION
 • Principals of organization
 • Structuring an organization
 • Job descriptions
   — Example
 • Making the organizational
   plan work
 • Relationship with other
   departments

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                                     SECTION  3

                          ORGANIZATIONAL  CONSIDERATIONS

TYPE OF OWNERSHIP

Public

     Most  of  the  wastewater treatment systems  In  the U.S. are  publicly-owned.
These systems usually operate under  one of  the following organizations (3):

     •    The wastewater utility  is  part  of a city  department  which  reports to a
          city council and mayor  (city council form).

     •    The wastewater utility  is  part  of a city  department  which  reports to a
          city  manager who  in  turn reports  to  a  city  council  (city  manager
          form).

     •    The wastewater utility  is  separated from  other  departments and reports
          to a municipal board or commission other than the city council.

     •    The wastewater utility  is  in a  separate utility district apart from the
          city government and reports to  a  utility board.

     •    The wastewater  utility  is a regional  authority  which  serves more than
          one town or county and  reports  to an authority board usually made up of
          representatives from each  jurisdiction.

     In  the  small- to medium-sized  municipal  wastewater  treatment  systems under
the city council  form of government, the  manager of the wastewater system usually
has the chance to  be directly  involved in decisions made by the city council. The
council  often turns  to the wastewater  system  manager  for  status  reports  and
information needed for  the city budget.

     Under the city manager  form, the wastewater treatment system manager  is not
directly  involved  with  the council.  In either  form, the wastewater manager's
involvement is less if  the wastewater  utility  is part  of a larger public works or
engineering department.  In these  cases,  the manager's influence on the municipal
decision-making  process  is  dependent upon  his  dealings with  the  city manager or
public  works  director.  The  manager's cost analyses  and  budget  preparation can
become  more  complicated if  office practices such as  accounting  and billing are
combined   with   those  of   other  departments  or   divisions   within  the  same
department.

     In cases where the wastewater manager reports  to  a separate municipal  board,
utility  district,  or  regional wastewater  authority,  it  usually means  that  the
wastewater  system  activities  are separated  from  other  government departments.
This often is more efficient because the wastewater manager is in direct  contact

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with  his board and  is  involved in the  policy discussions.  Separate  budgets and
accounting  also  provide for more effective planning.

      You should:

      •    Identify  the  form of government under which you are operating.

      •    Concentrate  your efforts on providing  information  and influencing gen-
          eral policy  on the right person or persons. Concentrating your communi-
          cation  effort on  the  wrong person  may  create poor relations  with the
          people  that  make management decisions  affecting  the  wastewater system.
          For example,  if you report  to a  city manager, concentrate your efforts
          on communicating with him rather than individual council members.

Private

     A few  cities are  served by privately-owned wastewater utilities. These util-
ities are often  operated by  corporations whose  stockholders  elect  a  board  of
directors.  Each  of  these  utilities  usually  has a  manager who  reports  to  the
executive officer of the  corporation.

INTERNAL  ORGANIZATION

Principles of Organization

     There  are some  widely accepted,  basic  rules of organization  which apply to
any size  or type of organization (3):

     •    Each person should  have  clearly  defined responsibilities.

     •    Each person   should  always  have the authority  he  needs  to  meet  his
          responsibilities.

     •    Each person must know who supervises him.

     •    The organization should  be  based on the objectives to  be achieved and
          not on the abilities  and limitations of the management or staff.

     •    No one should have more  than one  boss.

     •    No one  should directly  supervise  more   than about  5 people  (the  exact
          number  depends on  the  nature of  the  work performed).

     •    Criticism should be made privately,  never  in the  presence of others.

     •    Promotions, wage changes, and  disciplinary action should be approved by
          the supervisor directly  responsible  for an individual.

     •    The organization should  be  simple and flexible.
                                       10

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Structuring an Organization

     An organization is made up of groups with  different  functions  (such  as  oper-
ations, maintenance,  etc.)  (4).  A planned  system  is  needed  to  coordinate  the
efforts of these groups. The structure must  establish  a clear-cut  line  of author-
ity  and  responsibility for  each person  in  the  organization.  The  factors  that
determine  how  many people  can be supervised include  the  type of  work and  the
location of the  personnel.  One construction  foreman may be able to supervise  20
laborers working in one small  area. However,  experts  in the management  area  agree
that as a  general  rule  one person should not attempt  to directly  supervise more
than 5 people. The management  plan should reflect  this  consideration.

     To  illustrate  the application  of  organization  principles,  consider  the
organizational framework for a 10 mgd wastewater  treatment  system.  A smaller sys-
tem  may  not  separate  the  functions  to  the  same  degree but  the basic  concepts
would  still  apply. The system is an activated sludge  treatment  plant  with  the
following process:

          Primary  Sedimentation
          Aeration Basins
          Aeration Equipment
          Secondary Sedimentation
          Return Activated Sludge Pumping
          Waste Activated Sludge Pumping
          Primary  Sludge Pumping
          Chlorine Contact Basins
          Chlorination  Equipment
          Gravity  Thickening
          Dissolved Air Flotation Thickening
          Vacuum Filtration
          Polymer  Feed  and Storage
           Incineration

     The most  important step  in  setting  up  the  organization is  to  identify the
functions  to  be  carried out.  In  our example,  the wastewater  system  is separate
from other municipal  departments.  It has its own  clerical  and accounting staffs.
The  functional groups which  form  the  organization include:

     •     Plant  operations -  The  function  of  the  plant  is  to  produce effluent
          with a required degree of  treatment. This  is  done by  the  plant  staff
          who  operate  pumps, valves,  and  other process controls and equipment.

     •     Plant  maintenance  and repairs  -  The  plant  equipment,  grounds,  and
           structures  must  be maintained  in presentable, safe, and operable  condi-
           tion  to be  functional.  The  duties  of  the  maintenance  group include
           equipment  repair,   preventive  maintenance,  stocking  spare   parts  and
           tools, grounds work, etc.

     •     Collection  system  maintenance  and  repairs  - Maintenance  of gravity
           sewers may  be a  fairly simple task done by  the plant maintenance  crew.
           Force  mains  with remote pump stations or combined systems may  require a
           separate maintenance group.

                                        11

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      •    Laboratory - Specially trained  technicians  are  needed to do laboratory
           analyses for process control and  for  compliance with state and  federal
           regulatory requirements.

      •    Clerical - Clerical tasks required  may  include  cost records, billings,
           typing letters,  maintaining personnel and other files, etc.

      Figure  1  illustrates  a typical five-function organization. The operation and
maintenance  functions have been  subdivided to reduce  the number  of subfunctions
managed  by any one individual. For smaller  systems,  some  functions might  be com-
bined and  the  responsibility of a  single  individual.  There are dangers, however,
in  assigning  too  many jobs  to  one  person. All  functions must  be accomplished
regardless of  plant  size  and the  one-boss/five-person management  policy should
not  be forgotten.  It is important, too,  that  adequate backup  be  provided in the
event that a staff member  is unable to complete  his  assignments.   Don't overlook
your own  position;  have a  well-trained   assistant  who can  take  over  if you're
gone.

Job  Descriptions

      Any organization is  made up  of  people whose  functions  are  different. For
example,  the operation of  the treatment   plant and  the maintenance  of the  plant
equipment  are  different functions  which  are often assigned  to different  people.
The  organizational  arrangement  must   offer  a means  to coordinate  the different
functions. Each  function and  the area of responsibility  of  each  individual must
be defined.

      Misunderstanding and  conflict are  inevitable if  individuals  try to define
their own  duties.  Written  job descriptions  defining  the  responsibilities  of each
position will  bypass this  hazard. Table 2 offers two examples  of job descriptions
- one for  a supervisory position and one  for  a staff position.  As with  all job
descriptions,  they include:

           Position title
           Duties of  the  position
           Who  the  individual  reports  to
           Who  the  individual  supervises
           Qualifications required

      Why bother  to prepare job descriptions?  They actually  serve  many purposes.
They  help  in recruiting personnel because  they  present a  brief, uniform descrip-
tion  of  the  job  to every candidate. They help in screening  personnel  for trans-
fers  and promotions.  Appraisals  of performance (discussed in  Section 8) are more
meaningful when  they are based on a job description.

      If  you  don't  already  have job descriptions  for some  or  all  positions, here
are some suggestions  on how  to prepare them:

      •     Ideally,  the  person in  the  job  should write the  first draft  himself.  If
           he's never  written  a job  description before, give him some kind  of out-
           line to  follow or a list  of  key questions  to consider such as:


                                        12

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                    ADMINISTRATION
                    Plans, directs, coordinates system operation;
                    public relations
-i
OPERATION
General supervision of
all shifts
WASTEWATER TREATMENT
Preliminary, primary, seco
secondary sludge, sludge
pumping, disinfection

SLUDGE DEWATERING
Conditioning, thickening,
vacuum filtration

SLUDGE INCINERATION
Incineration, ash
disposal
         MAINTENANCE
         Maintain, repair all plant facilities
    MECHANICAL
    MAINTENANCE
    Maintain, mechanical equip,
    such as pumps, scrapers, .
    mobile equip. Incineration
                     ELECTRICAL
                     MAINTENANCE
                     Maintain conduits,
                     motors, generators,
                     lighting
BUILDINGS AND
 GROUNDS
Maintain plant
roads, yard
Janitor service,
painting
SUPPLIES
"Receive and
dispense
supplies, tools
          LABORATORY COLLECTION
          SYSTEM	
          Inspect and maintain pump stations,
          CO 11 ectlon Unas	
          LABORATORY
          Process, control tests, routine monitoring for
          regulatory agencies	
          CLERICAL
          Billing, accounting, typing
Figure  1.    Organization chart  illustrating structure  for co-
               ordination of  different  functions.
                                    13

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                       TABLE 2.  EXAMPLE JOB DESCRIPTIONS
                                  EXAMPLE A

                              MAINTENANCE MANAGER

General Statement of Duties

     Manages the maintenance of  the wastewater  treatment  and  solids  processing
     facilities.

Organizational Responsibility

     Works under the general direction of the System Manager,  directs  the work
     of maintenance supervisors. Confers with Operations  Manager  on  critical
     process operations and maintenance priorities.


Typical Duties

     1.   Establishes procedures and  schedules  for maintenance of facilities  and
          equipment.

     2.   Proposes replacements, repairs, and facility  modifications,  estimates
          costs and presents recommendations as  necessary.

     3.   Evaluates results and  costs of preventive  and corrective maintenance
          work.

     4.   Administers maintenance personnel, recommends appointments,  assigns
          responsibilities, directs accident prevention and training activities,
          etc.

     5.   Participates in planning and preparation of annual  budgets for mainte-
          nance of facilities and equipment.

     6.   Develops and presents  reports on maintenance  facilities and equipment.

Minimum Qualifications

     Three years' management experience in plant maintenance.

     Ten years' progressive experience in the management  of plant maintenance,
     including specific experience with both mechanical and electrical
     equipment.

Desired Knowledge, Skills, Abilities, and Education

     Five years' progressive experience in maintenance  management of wastewater
     treatment or other processing industry facilities. Knowledge of equipment,
     process control, and instrumentation.
                                        14

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TABLE 2 (Continued)
                                  EXAMPLE B

                               PLANT OPERATOR

General Statement of Duties

     Performs skilled work to control physical, chemical, and  biological  waste-
     water treatment process.

Organizational Responsibility

     Works under the general direction of a Operations  Supervisor.  Does  not
     supervise other employees.

Typical Duties

     1.   Monitors the performance of and operates  mechanical  devices designed
          to process wastewater.

     2.   Controls the quantity and quality of  solids processed through the use
          of laboratory  test procedures, flow measuring devices, and control
          instrumentation.

     3.   Monitors unit  process variables and  initiates changes as determined
          through calculations, test  procedures,  and independent judgement in
          order  to achieve operational goals.

     4.   Starts up and  shuts  down components  of  wastewater treatment processes
          as required and/or directed.

     5.   Records quality of treated  wastewater using laboratory tests such as
          turbidity, dissolved oxygen concentration, chlorine residual, colori-
          metric analyses, and temperature.

     6.   Samples wastewater and  solids  processing streams.

     7.   Provides minor mechanical  maintenance,  adjustment, and inspection to
          equipment as directed.

     8.   Requests maintenance for  the repair,  modification and/or improvement
          of equipment as needed.

     9.   Assists in maintaining  equipment  and in providing a neat and orderly
          work  area.

     10.   Keeps unit  process  operation log  sheets.
                                        15

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TABLE 2 (Continued)
Minimum Qualifications

     Ability to do problems  in decimals  and  fractions.

     Ability to interpret charts and flow diagrams.

     Ability to work with minimal supervision and  exercise  independent
     judgement.

     Ability to perform minor mechanical maintenance.

     Ability to understand basic physical, chemical, and  biological  principles.

     Ability to communicate  effectively  verbally and in writing.

     Capable of working with others.

Desired Knowledge, Skills, Abilities and Experience

     Licensed wastewater treatment plant operator.

     Working knowledge of wastewater treatment  plant equipment.

     Working knowledge of routine maintenance of wastewater treatment plant
     equipment.
                                       16

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               -  What is your  Job  title?
               -  What is the title of  the  person  you report  to?
               -  Who do you supervise  (by  job  title)?
               -  What are your regular  duties?
               -  How much supervision  do you receive?  Give  some  examples.
               -  What equipment do you operate?
               -  What is your  education and experience?

     •    The  supervisor  should review  the  first  draft and  note  any  changes  he
          feels  should  be made.  If the  person is  unable to  write  his own  job
          description, the supervisor will  have  to do it.

     •    The  employee and  supervisor should sit  down together and work out  any
          differences between the first  two  steps.

Making the Organizational Plan Work

     An organizational plan  like  that  shown in Figure  1 provides  a structure for
coordinating different work  functions.  However,  the plan and related job descrip-
tions cannot provide successful operation of a  wastewater treatment system alone.
They are only  a  tool for  helping people work together. Good working relationships
require understanding and flexibility.  Among the  key ingredients  of a successful
organization are:

     •    Make the organization plan  available  to  everyone.

     •    All  employees  should  clearly understand  the limitations of their func-
          tions  so that  they can do their work  right. The manager must thoroughly
          understand his  organization and must watch the  areas where overlapping
          leads  to jealousy  and friction.

     •    Be flexible. Modifying  the  organizational structure  should not become  a
          hard or dreaded  job.

     •    Keep people informed.  The average  human  being is  curious.  He  enjoys
          knowing what's going on, even though it  has no direct  bearing  on his
          function. The  general condition of the city's budget and the activities
          of  other  departments are  of Interest  to  the  people  working  in the
          wastewater  division.  Early  release  of  information  on  changes  in the
          plant  gives  people a feeling of  being  part  of the group  and reduces
          "behind the scenes" gossip.

     •    Encourage  employees'  groups  where  the staff  can meet  to discuss plant
          problems and plans.

     •    Be  sensitive  to people.  Be sympathetic  to hardship cases, promote from
          within your  staff whenever   possible,  and  maintain conditions  which
          encourage career service.

     •    Try  to  anticipate  problems  so  they  can  be  prevented  rather  than
          corrected.
                                        17

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     •    Don't  make  important  decisions  when you  are  tired  or  emotionally
          upset.


     An organization  manual  is very useful  in  letting everyone known  where  they
fit  into  the system.  The  manual  should include  the current  organization  chart,
the  job descriptions  for each position, and  a discussion  of  how the  various
groups should work  together.  Such a manual is also  useful  in  the  orientation and
training of  new employees.

Relationship with Other Departments

     Many small-  to medium-sized  wastewater systems  do  not  include  all  of  the
needed functions (such as  clerical,  accounting,  etc.)  and rely on other municipal
departments  for these functions (5). In  these cases, coordination and  cooperation
are  extremely important.  Even when such services  are  not  involved,  you  must
clearly understand  how the  various  municipal departments  work together and  how
municipal  decisions  are  made  (6). Communications  with  other  departments  are
important because  their  policies  and  programs  can  affect  the wastewater  system.
Day-to-day situations such as  closing  streets for line repair  or replacement call
for  coordination  with the police department  and refuse  collection  operations.
Decisions made  by  the planning or  zoning  agency can  have  a major effect  on the
long-term capacity  needs  of  the system.  Budget coordination with  other municipal
departments  is essential  if  the wastewater system is to  be  adequately funded. You
cannot  focus your  attention  solely  on your  own   organization,   but  must  also
communicate  and coordinate with other  municipal  departments (see Section 9).
                                        18

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4 REGULATIONS
         Federal water pollution laws
         State laws & regulations
         Equal opportunity
         O.S.H.A.
         Safe Drinking Water Act
         Industrial p retreatment
         Meeting reporting requirements

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                                    SECTION  4

                                   REGULATIONS


     The passage  of  the Federal Water Pollution  Control Act (Public Law  92-500)
in October,  1972  represented the most  complicated and  comprehensive  regulations
related  to  wastewater treatment ever enacted.  It also  marked  a period in  which
the number  of federal  and  state laws  and  regulations  affecting the  wastewater
treatment field  increased  dramatically.  Many  of the  requirements  are  directly
related  to  the  planning and design of  facilities and  don't directly  impact  the
management of your system.  Only those which most  directly  affect your management
practices will be discussed.

Federal Water Pollution Laws

     Public Law 92-500 and the Amendments  of  1977 establish  several  constraints
to system management.  One  of the most  direct  concerns  is  the  National Pollutant
Discharge Elimination  System (NPDES) which  established a system of discharge per-
mits. The discharge  permit for your  plant  defines  the  quality  of  effluent that
must be  produced,  and outlines the tests  to be performed,  frequency  of testing,
and acceptable  method  of  sampling to  be  used with  each  test.  (These  are  not
necessarily  the  same  as your  process  control  tests.)  The EPA  administers this
program except in those states which  have been  given regulatory authority.

     In addition  to  specifying the effluent quality and sampling techniques,  the
permit may also establish:

          Pretreatment requirements
          Seasonal requirements for different  levels of treatment
          Constraints  on sludge disposal
          A schedule  for modification of  the system
          Monitoring  requirements for the  receiving stream
          Frequency of reporting

     Pretreatment requirements  are  intended to  control the concentrations of cer-
tain pollutants  in industrial wastewater  discharged to municipal  systems.  These
standards apply to  heavy metals, trace  elements, and other pollutants which  are
difficult to  treat  by conventional treatment processes, might  upset plant opera-
tions, or which could  restrict  the  use  of  sludges*

     Seasonal requirements  for different levels  of treatment  are  found in cases
where receiving  water  flows are  extremely  low at certain times of  the  year or
where fish  life may  be harmed during summer months and/or periods  of migration.
For example,  ammonia  concentrations  are sometimes  limited to  protect fish life
during warm weather periods.
                                        19

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     Constraints  on sludge  disposal to  protect public  health and  prevent  crop
damage may  apply  if  the  sludge is used for agricultural  purposes  or as soil con-
ditioner*  Public  health  related constraints  include  stabilization requirements
for  pathogen (disease causing organism) destruction  and restrictions  on public
contact or  consumption of  food crops.  Protection of crops consists of limitations
on  heavy metals,  especially  cadmium,  which  could  damage  plant  life or  cause
health hazards  to consumers  of the  crop  grown.

     System modification  schedules are  usually provided  when a  new  permit  is
Issued having more  stringent standards than can be  met with existing facilities.
These schedules are  provided so that your agency has time to build a new facility
or modify one that is existing.

     Monitoring requirements for the receiving  stream are  often  needed to docu-
ment the impact of  the discharge. Frequency of  reporting tells the required time
interval for submitting permit reports.

     It is  essential that  you read  and  understand  your  discharge  permit.  If you
are uncertain about  any of the sections  of the  permit,  contact your state pollu-
tion control agency  or  consulting engineer for  clarification.  Violations  of your
permit may  result in substantial  fines  (up to  $25,000 per  day)  imposed  on your
agency or city. However, if  for any reason you don't have the required monitoring
data, don't  falsify  records  or reports.  Note the causes  for the lack of informa-
tion and leave  the  records  blank.  There  have  been  recent instances where opera-
tors and local  officials  have been prosecuted, convicted,  and fined  for making
false reports.

     The Clean  Water Act  Amendments  of  1977 also restrict  the  use  of  general
property taxes  and  cost recovery from  industry for  financing  wastewater treat-
ment. These restrictions are discussed in Section  6, Financing.

State Laws and Regulations

     Most state laws and regulations have been developed to  meet federal require-
ments or modify them to suit local conditions. In  addition,  many  states  have a
mandatory  operator  certification  regulation  and  some  have  voluntary operator
certification (see  Section 7). Most states define  the certification requirements
as part of  the permit requirement.

Equal Opportunity

     Equal  employment  opportunity  is  implemented   through  affirmative  action
plans.  These plans  require   that  no qualified  individual  be  refused  employment
because of  race,  color,  age, or sex and  that  minority  ratios  of  the surrounding
community be somewhat reflected in  employment  ratios.

     You should know your local  agency  or municipality  affirmative action plan.
Do not rely solely  on a personnel department to  tell you  who  you can or cannot
hire. It  is important  that  you have capable,  qualified people  to  operate the
treatment plant.
                                        20

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OSHA

     The most  important  development  in many years in  the  field of safety is  the
Occupational Safety and Health Act (OSHA)  of  1970.  The purpose of the law is  "to
assure so  far as possible  every working  man and woman  in the  nation  safe  and
healthful working conditions and to preserve  our  human resources."

     OSHA provides that each employer:

          Has  the general duty to furnish  each  of his  employees employ-
          ment and places of employment which are free from recognized
          hazards that are  causing or  likely  to cause  death or physical
          harm; and has the specific duty  of  complying with safety  and
          health standards  promulgated under  the  act.

     The  employee  has to  comply with the safety  and health  standards and  all
rules,  regulations,  and  orders issued   which  apply to  his  own  actions  and
conduct.

     A detailed  document,  "Occupational  Safety  and  Health Standards/'  presents
very  specific  standards  on mechanical equipment,  handrails,   chemical  handling,
emergency equipment,  protective  clothing  and equipment, electrical  systems, etc.
These standards are  available from the U.S.  Department of  Labor,  (Chapter  XVII,
Part  1910 - Occupational Safety and Health Standards) and  contain  the  following
major sections:

          Walking-Working Surfaces
          Means of Egress
          Powered Platforms, Manlifts, and Vehicle  Mounted Work Platforms
          Occupational Health and Environmental Control
          Hazardous Materials
          Personal Protective Equipment
          General Environmental  Controls
          Medical and First Aid
          Fire Protection
          Compressed  Gas and  Compressed Air
          Materials Handling  and Storage
          Machinery and Machine  Guarding
          Hand and Portable Powered Tools and Other Hand-Held Equipment
          Welding, Cutting, and  Brazing
          Special Industries
          Electrical

     This  list reflects  the  comprehensive nature of  these  standards.  You  should
obtain  a copy  of  the standards from your  city or  agency attorney,  consulting
engineer, or from the regional  Department of Labor Office.

      Some of the provisions Included  in OSHA have caused a great deal of concern.
The law  provides the  right  of inspectors  to come into  a plant  and investigate  the
work  conditions,  to  issue  citations   for  violations  of standards,  and  to  assess
fines  against  the  employer.  The  law gives employees the  right  to  request  an


                                        21

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 inspection,  to  accompany the inspector, and to review  and  have access to certain
 information.

     The  law defines specific  records  that must  be maintained  by  the employer,
 provides  the  format  for  the  records,  and requires the records be available to the
 inspector  upon  request.  The  law defines standards  applicable to many kinds and
 types of work which  are  specific and  detailed.  During an inspection the inspector
 applies the  standards and  can fine  the  employer for violations.

     You must do  the following to insure compliance with OSHA:

     •     Review  the OSHA  standards.  Provide equipment and working conditions for
           employees  which  meet these  standards.

     •     Provide  safety  rules  to  be  followed  by employees.  Also,  safety  tips,
           such  as  lifting  techniques  to prevent back injury, should be provided.

     •     Observe  employee work habits  and  remind them that they are also respon-
           sible for  accident prevention.

 Safe Drinking Water  Act

     This  act will  normally not directly  impact sewage treatment  plant manage-
 ment. However,  increased restrictions  on disposal  of  water treatment  sludges and
 requirements  for  higher levels  of  water treatment  may increase  the  interest  in
 disposing  of the  water  plant sludges  to the  sewage  treatment plant. Collection
 system maintenance is an important  aspect of cross-connection control.

 Industrial Pretreatment

     The  Clean  Water Act  Amendments  of 1977 require  that  industrial  dischargers
 to  municipal systems meet   pretreatment  standards.  These  standards  have  been
 developed  by the  EPA.  It  is  the responsibility of  the municipality  to monitor
 industrial dischargers   to see that pretreatment  standards are  met.   Individuals
with special training in  industrial  waste  monitoring should  be responsible for
 the  program.  Due   to the  importance  of this program,  this person  should answer
 directly  to  the superintendent  rather  than being  part  of  another  group such  as
 the laboratory. If there are only one  or two individuals  providing all the  labor
 for the system  operation,  maintenance,  and  laboratory testing, they should obtain
additional training  to meet  this requirement.

Meeting Reporting  Requirements

     The above  regulations impact management of  small- to  medium-sized municipal
wastewater treatment plants  by greatly  increasing the administrative requirements
or  "paperwork." This  work  takes time and results  in increased labor  for the
 superintendent  and secretary as well  as support staff. A chart should  be  prepared
 listing all  report and  record  keeping  requirements with due  dates  for each. You
 can then make a work plan  so you can  routinely  and efficiently prepare the needed
 reports.
                                        22

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PLANNING, PROGRAMMING
& BUDGETING
                I
RECORDS - THE BASIS FOR PLANNING
  •  Importance of good records
  •  Types of records
  •  Performance records
       —Typical  report forms
  •  Physical facilities
  •  Maintenance
       -Sample equipment record card
       -Sample inventory  card
       -Sample storeroom  ticket
       -Sample purchase order
  •  Cost records
                                         LONG RANGE PLANNING
                 0 & M budgets
                 Capital budgets
         1
 FMERGENCY PLANNING
     Preventative
     maintenance
     Standby power
     Operations plan
         1
INSURANCE
 • Fire and other
  damage coverage
 •Liability

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                                     SECTION  5

                      PLANNING, PROGRAMMING, AND  BUDGETING


RECORDS - THE BASIS FOR  PLANNING

Importance of Good Records

     Keeping records  is  important  for  the  long-term operation of the system.  Good
records should:

     •    Verify  the  efficiency  of  process  units  and  the  overall  treatment
          system

     •    Assist in making  decisions affecting plant  operation

     •    Assist in planning and maintaining system equipment

     •    Maintain  separate costs  for  different  functions  such  as  operation,
          maintenance, laboratory, etc.

     •    Provide a basis for budgeting  and  staffing

     •    Provide a  source  of  reliable  information for plant  operators,  consul-
          tants, and  regulatory agencies which will survive  changes in personnel

     •    Provide a basis for justifying system expansion  or modification

Types of Records

     The types of records of importance  in the operation,  planning, and budgeting
of a wastewater system include  (7):

     •    Performance
     •    Physical facilities
     •    Maintenance
     •    Costs

Performance Records

     Performance records  help  in  making process  control decisions,  document  con-
formance with  discharge  standards,  and provide  a basis  for plannng  expansions
or modification  of  the  treatment  processes. The  EPA discharge permit  specifies
the required effluent quality  tests and frequency of  tests.  In many  cases,  the
state regulatory  agency may require more  frequent  reports  than EPA.  Additional
laboratory analyses  are usually  required  for efficient control of plant  opera-
tion. The  EPA  report,  "Estimating Laboratory   Needs  for  Municipal  Wastewater

                                       23

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Treatment  Facilities,"  EPA-430/9-74-002 (8),  contains  guidelines on  the  minimum
type and frequency  of tests  required for the proper control  of  a wide variety of
unit processes.  You should  order  a  copy of this  report  from EPA and  check your
laboratory  program  against  the report  recommendations.  The WPCF  Manual  of Prac-
tice No.  11, "Operation  of  Wastewater  Treatment  Plants," presents  some  typical
report  forms for data  from  different  types  of plants and processes. These  are
reproduced  in Figure 2.

     You should  carefully  examine  the  laboratory records  to:

     •    Insure  that  all analyses  provide information  that  is  actually  needed
          and used. Ask yourself,  "What do  I use this  test result for?"

     •    Insure  that your test program is  providing the  data for needed  planning
          purposes. You can  do this by reviewing  your testing  program with your
          consulting engineer  or other  qualified individual.

     In  addition to analytical  records, the  plant should keep  a  daily  log  of
weather conditions, equipment  failures, construction activities,  accidents, com-
plaints received, and other  Information about  the  operation of the system such as
units in service, mode  of operation,  etc.  A  convenient  method   for summarizing
operational  data  is  in   graphical  form.   Seasonal trends  can  then  be  easily
identified.

Physical Facilities

     Unfortunately, wastewater system  personnel sometimes break  a  pipeline that
is not  located  as shown on  plans  or which was added with no  records ever made
of its  location.  It is important  that  an  accurate  set  of as-built  drawings  and
specifications  be  kept,   Including  any  additions  or  changes  made  by  plant
personnel.

Maintenance

     Maintenance  records are a key part of  a sound  program.  You should study the
EPA  report  "Maintenance   Management Systems  for  Municipal  Wastewater  Facili-
ties," EPA 430/9-74-004 (9)  which  contains  detailed guidance on establishing good
maintenance  records. The maintenance records should contain:

     •    Equipment  records  - Each item  of  equipment   should  be numbered.  You
          should  keep a card file  on each  item  (filed numerically) with  the fol-
          lowing  information:

               -  Name and location  of  equipment or structure
               -  Name and address of manufacturer, supplier, or builder
               -  Cost and installation date
               -  Type, style, model
               -  Capacity,  size rating
               -  Serial and code  numbers
               -  Nature and frequency  of maintenance
               -  Proper lubricants  and coatings


                                        24

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          MONTH
                                .19.
                                                           Report Form for Treatment Plant
                                                         Vacuum Filter and Incineration Data
                                                                                                    OPERATOR
Date
1
through
3i
Totals
Mean
Sludge to Filter
(gal)





Total
Solids
<%)





Dry
Solids
(lb)





PH





Chemicals to
Filter
CaO
(ID)





{%)





Fed 2
(lb)





(%)





Filter
Opera-
tion
(hr)





Yield
(psf/hr)





Filtrate
(gal)





PH





Susp.
Solids
(mg/l)





Vol.
Susp.
Solids
(% of TS)





BOD
(mg/l)





Filter Cake
(1.000
lb. wet)





Total
Solids
(%)





Volatile
Solids
(%of TS)





Incineration
Operation
(hr.)
In
Use





Off





Stn-
by





Yield






Fuel
Btu





Remarks





to
Ul
          MONTH.
                                  19
                                                            Report Form for Treatment
                                                       Plant Anaerobic Digester and Sludge Data
                                        OPERATOR
Date

through
31
Mean
Raw Sludge
(gal)




Loading
(lb/1.000
eu. ft.)




PH




Total
Solids
(%)




Volatile
Solids
(%)




Supernatant
Oal)




PH




Total
Solids
(%)




Volatile
Solids
(%)




Suspended
Solids
(mg/l)




5 -Day
BOD
(mg/l)




Sludge near Bottom
Total
Solids
(%)




Volatile
Solids
(%)




Volatile
Acids
(mg/l)




PH




Temp.
(°F)




Gas
Pro-
duced
(cu.ft)




Wasted
(cu.ft.)




Remarks
(include gal. of sludge
to beds)




         Source  Reference  7
Figure  2.    Typical  report  forms.

-------
MONTH
                          19
                                                         Report Form for
                                                  Treatment Plant Miscellaneous Data
                                                                                            OPERATOR
Date
1
through
31
Moan
Weather
Precip.
(in.)




Temp. (°F)
(max)




(min)




Type*




Raw Sewage
Temp.
<°F)




Flow
(mgd)
Avg.




Max.




PH




Grit
(cu.ft./
mil gal.)




Screening
(cu.ft./
mil gal.)




Plant Effluent.
Conform
Density
(MPN/100 ml)




Chlo-
rine
(Ib)

'


Power
(kw-hr.)




Aux.
Fuelt




Remarks




*C-Clcar; W—Windy; CL—Cloudy; CA—Calm; R—Rain; S—Snow.
                                                                    t Indicate kind and unit of volume.
 MONTH	
                           19.
     Report Form for Treatment
     Plant Primary Treatment Data
                                                                                             OPERATOR
Date
1
through
31
Mean
5-Day BOO
Influent
(mg/l)




(Ib)




Effluent
(mg/l)




(Ib)




Removal
(%)




Susr ended Solids
Influent
(mg/l)




(Ib)




Effluent
(mg/l)




(Ib)




Removal
(%)




Suspended Volatile Solids
Influent
(mg/l)




(ID)




Effluent
(mg/l)




(Ib)




Remarks




Source Reference  7
Figure 2.     (continued)

-------
         VOLUME (cu.ft.)

         MONTH 	
                   19
Report Form for Treatment
Plant Trickling Filter Data
RECIRCUUATION PATTERN.

OPERATOR 	
Date
1
through
31
Mean

R*




S-Oay BOO
Primary
Effluent
(Ib/day/
1.000
(cu. ft.)




Final Tank
Effluent
(mg/l)




(ID)




Removal
(*>)




(W
cu. ft.)




Suspended Solids
Primary
Effluent
(Ib/day/
1,000
(cu. ft.)




Final Tank
Effluent
(mg/l)




(Ib)




Removal
(%)




"«'
cu.ft.)




Suspended
Volatile Solids
Final Tank
Effluent
(mg/l)




(Ib)




Removal
Total Plant
BOD
(%)




Sus-
pended
fifldspw




Remarks




         *R
Filter Influent
Plant Influent
to
         MONTH
                                  .19
                                              Report Form for Treatment
                                              Plant Activated Sludge Data
                                                                                                      OPERATOR
Date
1
through
31
Mean

Air Applied
(hr)




[cfm)




(cu. ft/ID
BOO
Rem.)




5-Day BOD
Primary
Effluent
(W
cu.ft.)




Final
Effluent
P19/I)




(Ib)




Suspended
Solids
Final
Effluent
(mg/l)




(Ib)




Suspended
Volatile
Solids
Final
Effluent
(mg/l)




(Ib)




Removal
Total
Plant
BOD
(%)




SS
(%)




DO
Final
Efflu-
ent
(mg/l)




Mixed Liquor
Sus-
pended
Solids
(%)




Settteabte
Solids
3O mm.
(%)




Sludge
Density
Index




DO
(mg/l)




Return
Sludge
(%)




SS
(mg/l)




Waste
Sludge
(1,000
gal.)




Remarks




             Source  Reference  7
                                       Figure  2.     (continued)

-------
CO
                                   19
                                                              Report Form for Treatment
                                                           Plant Intermittent Sand Filter Data
                                                                                                    OPERATOR
Date

1
through
31
Mean
DOS«
(gpd/
sq.ft.)




5-Day BOD
Influent
(mg/l)




Ob)




Effluent
(mg/l)




(Ib)




Removal
Sand
Filter
(%)




Total
Plant
(%)




Suspended Solids
Influent
(mg/l)




(Ib)




Effluent
(mg/l)




(Ib)




Removal
Sand
Filter
(%)




Total
Plant
(%)




DO
Final
Effluent
(mg/l)




Remarks




          MONTH,
                                   19
   Report Form for Treatment Plant
  Aerobic Digestion and Sludge Data
                                                                                                   OPERATOR
Date
1
through
31


Volume
Oal.)




Raw Sludge
Loading
(lb/1,000
cu. ft.)




PH




TS
(%)




VS
(%)




COD
(mg/l)




N
(mg/l)




Digesting Sludge
PH




TS
(%)




VS
1%)




COD
(mg/l)




N
(mg/l)




DO
(mg/l)




Digested Sludge
PH




TS
(%)




VS
(%)




N
(mg/l)




Supernatant
TS
(%)




N
(mg/l)




              Source Reference  7
Figure  2.     (continued)

-------
          The same  or  separate cards  should  be used  to  record maintenance  work
          done,  the type of the work,  and  who performed the work. Figure 3 is  an
          example card.

     •    Records  showing  schedules  for  maintenance  work  -  Charts  should  show
          maintenance  tasks to  be  carried  out daily, weekly, monthly,  quarterly,
          semiannually, and annually.

     •    Records of inventory - A card system  to  record  information  on quantity,
          item number, description,  when  last purchased, cost, date, vendor,  and
          other information is helpful. When  items are taken from this  stock, the
          date and  use should be noted on  the card.  For items which may have  long
          lead times,  a reorder point should  be established. Figures 4,  5, and 6
          are example  forms for control of  inventory and  ordering of  items.

     •    Costs -  As  discussed  in  the  next  section,  accurate maintenance  cost
          records   are  very  useful   in   budgeting  and   in  planning   equipment
          replacement.

Cost Records

     The proper control of  the  management  of  the  system  and budgeting  is depend-
ent  upon accurate  cost  records.  The cost  accounting system  should   provide  a
detailed breakdown  of  past  costs  so  that future expenditures can be  planned. You
should review the WPCF Manual of Practice  No. 10,  "Uniform System of Accounts for
Wastewater Utilities," for detailed  information on cost accounting systems.

     Evaluation of  labor and  material costs can  be  based  on the proper  use of
time cards  and  records which describe what  was being done  (function)  and where
it was being done  (area). This  can be done by having each person use a coded sys-
tem  to  report  what  he was doing  during  the day.  For example,  a  simple  system
which would report  both function and  area  charges  might look like this (4):

                                Function  Charge

                       20 - Operations,  labor
                       30 - Operations, maintenance work,  labor
                       40 - Upkeep maintenance,  labor
                       50 - Repair,  labor
                       60 - Additions and  expansion, labor
                       80 - Operating supplies
                       81 - Repair  parts
                       82 -  New equipment

                                 Area Charge

                      100 -  General  operations (includes administrative
                            duties,  laboratory testing, etc.)
                      200 -  Preliminary treatment
                      300 -  Primary  treatment
                      400 -  Secondary treatment
                                        29

-------
JAN.
1 2 J 1
FEU. | MAR. I APR.
1 2 1 f, \ \ 2 I 1 | ] 2 1 4
MAY
1234
Preventive Maintenance Program
JUNE
1234
JULY
1234
AUG.
1234
SEPT.
1234
Equipment Record Number 	 - 	
EQUIPMENT DESCRIPTION
Name
Cmnmirm har


Serial No. 1-432-607
Vendor
Morthinaton Corn.


Vendor Address 	 	
Vendor Rep. John Doe Phone 	 	
Initial Cost 	 	 Date 	 	
Size
Model
Type

OCT.
1234
NOV. DEC.
1234 1234
2
ELECTRICAL OR MECHANICAL DATA
1 1/2 HP
K1824PK71
n







WORK TO BE DONE
Cutting surfaces should be inspected and adjusted
Cutting t
Lubricate
urfacos should bo checked for
communitor with Grease ttl
Change gear motor oil - SAE 10 (Winter)

SAE 30 (Fall &
Inspect for unusual noise or heat
Inspect combs, cutrer teeth, shear bars


Sharpness

- SAE 40
Spring)

, and base



( Summe r ) -


seal








FREQUENCY
Quarterly
Semiannually
Biweekly
puarterly


Daily
Biweekly

TIKE








           WORK DONE
                              DATE
                                      WORK DONE
                                                        DATE
                                                                 WORK DONE
                                                                            SIGNED
Source  Reference  9
                      Figure 3.  Sample equipment record card.
                                      30

-------
 STOREROOM INVENTORY CARD
 Item Description -
Item No.
Isle No.
Bin No.
 Quantity Maximum
          Reorder
                                       Minimum
                             INVENTORY  INFORMATION
Quantity
Used
or
Stocked

Date

Signed

Quantity
on
Hand

USAGE OR SUPPLY INFORMATION
Usage - Work Order No.
Supply - Purchase Order No.

Source:  Reference 9
                     Figure 4.  Sample inventory card.
                                  31

-------
                              STOREROOM TICKET
       8/7/73
       DATE
           Joe Smith
                                  EMPLOYEE
Maintenance
   DEPT.
                                John Jones
                                 FOREMAN
                                      Maintenance
                                         DEPT.
  COST CODE NO.   P25
  WORK ORDER NO.  7Q2
  WORK DESCRIPTION
Change oil in crear box
ITEM NO.
47

DESCRIPTION
SAE 40 Motor Oil
nondetergent
QUANTITY
8 qt.

UNIT COST
0.79/qt.

TOTAL COST
$6.32

MATERIAL PROVIDED
                                     E. White
                             (SIGNATURE  STOREROOM CLERK)
                            	J.  Smith	
                                     (SIGNATURE)
                                           8/7/73
                                             (DATE)
                                           8/7/73
                                             (DATE)
Source:  Reference 9
                    Figure 5.  Sample  storeroom ticket.
                                   32

-------
TO
Piimp Corp.
        88 Worthington Drive
        St. Louis, Missouri  63043
SHIP TO
             T.vnnhhnra RTP
             1005 River Road
             Lynchburg, VA  24502
                  IMPORTANT:
Our Purchase Order Number must appear
on Invoices, Packages and Correspond-
ence.
PURCHASE ORDER NO.   972

WORK ORDER NO.	   585
                      DATE INITIATED
                      DATE REQUIRED

                      SHIP VIA 	

                      P.O.B.
                                       TERMS
                   8/9/73
                                                          R/27/73
QUANTITY
1

1

NOTE
Parts for
Frame typ
Serial Nu
STOCK NUMBER/DESCRIPTION
Drive shaft
Cat. No. 26501
Connecting rod
Cat. No. 26502

pump 8" - 5444C
2 2A5
iber 70 42 89
PRICE








PER








TOTAL








 APPROVED  BY
        J.  A.  Jones
 Source:   Reference 9
         DATE
8/10/73
                                               SHEET
                                         of.
                      Figure 6.  Sample purchase, order.
                                   33

-------
                      500  - Digestion
                      600  - Filter,  drier,  and fertilizer storage
                      700  - Power  and blower
                      800  - Utilities
                      900  - Warehouse,  shop and grounds

     If  an operator  spent  an  hour  in the  routine  operation  of  the  activated
sludge portion of  the plant,  he would  enter on his time card:

                                   20-400  1 hour

An operator may  from time to time  perform maintenance work such  as making minor
repairs  to chlorinators.  All work performed  by operators,  other  than  routine
operation  would  be  placed in function  30.  Function 40 is upkeep maintenance; jan-
itorial  work  is  in  this  category.   Function  50 is  repair;  repair of a  pump for
example. Function  60 is additions and  expansions for items such  as an  Installa-
tion of  a better  pump  seal-water  system, general  minor new  installations,  and
minor new  process  piping,  etc.

     The example cost accounting  code  shown above can be modified to provide the
type of  information needed for any  given  system.

LONG-RANGE PLANNING

     There  is a  close  relationship between  planning  and  budgeting. The plan-
ning process  determines  the goals to be accomplished and  the  budgeting pro-
cess provides the  tools to accomplish  these goals.

     The planning  process should  establish the goals  over  a 3- to 5-year period.
For  example,  such  goals  might include cleaning  of  the digester,  painting  all
building exteriors,  or  replacing five  miles  of  sewer lines known  to be  in poor
repair.  Target dates for completion should be established for each goal.

     A common problem is  actually finding the  time  to do the  planning.   The day-
to-day problems  of running  the  plant may seem to  occupy  all of  your  time.  You
must remember that even modest planning efforts will reduce future problems.

     In  addition to year-to-year and  month-to-month  planning  and budgeting,  you
must also  consider  the  long-term   future  of  the  system.   As  wastewater flows
approach the capacity of  the plant, a detailed facility plan should be prepared.
Because  the  time required  for the  facility plan,  design,  and  construction of a
plant  expansion  can be  as  long as  five years,  you  need  to  carefully watch
increases  in  raw wastewater  flows.   If your  plant  has  a  capacity of 1  mgd and
flows increase at  a rate  of five percent  per  year, you should  begin a  facility
plan when  your flows are  about 700,000 gpd.  Remember, too, that additions  to the
service area may cause  sudden increases in flow.

     You must also watch  the activities  of other  agencies which  may affect the
long-term  operation  of  your  system. For  example, regional  wastewater management
plans or "208 plans" may  propose  that your  plant be  eventually  replaced by a
regional facility  or  that it serve  as  the site for  a  regional plant*  You  should
find out which agency is  doing the  208 plan in your area and determine the  status

                                        34

-------
of its work. Your consulting engineer  or  state  pollution  control agency should be
able  to  help you  with  this.  If the  208 plan  is  still  under preparation,  you
should take the opportunity to contribute to  the planning effort.

BUDGET PREPARATION AND CONTROL

     The wastewater manager must  consider budgets for:

     •    Operation and  maintenance  of the existing system
     •    Capital expenditures  for  the modification or expansion  of  the existing
          system

Operation and Maintenance Budgets

     The basic questions in budget preparation  are:

     •    What tasks  or  jobs have to be accomplished in the next year?
     •    When should each of  these  jobs be done?
     •    How much time, money,  and  materials will each job require?
     •    Who should  work on these  jobs?

     The goals of budgeting are  to:

     •    Control expenditures within planned amounts
     •    See if any  unusual costs  are occurring
     •    Have records  that may  lead to future  savings
     •    Schedule availability  of  funds

     Typically,  the   budget is  first  developed by  the  head  of each  department.
For  example, you  may ask  the maintenance superintendent  to  prepare  the  first
draft of the maintenance budget  for the  next year.  You can then review each  pro-
posed budget and develop a  system wide budget.  You must  balance the needs  of  the
entire  system  with the  available resources. Unless  there has  been  or will be  a
major change in the  system  from the  previous  year, the  records  of actual  costs
will  provide a  good basis  for   budgeting. The  labor  from  the  past  year,  when
coupled  with the  expected salary rates for the coming year,  is a good basis  for
budgeting  labor  costs.  The following  example  (9)  illustrates the basic steps  in
preparing a maintenance budget.  By studying the maintenance history  for the plant
and  making  allowances for equipment  replacement and contract  maintenance work,  a
sound maintenance  budget can be developed. The  same basic  approach  can be  applied
to the operations  budget.

PREVENTIVE  MAINTENANCE BUDGET

      Labor  for  Preventive Maintenance  in  the Past Year

          Mechanic II         6,000 hours
          Mechanic I          6,000 hours
          Mechanic Helper    12,000 hours

      NOTE:   No  adjustment required  for changes in  equipment.


                                        35

-------
     Next Year's Projected Man-Hour Rates
          Mechanic  II$8.00/hr x 6,000 hr » $  48,000
          Mechanic  I          $6.00/hr x 6,000 hr -    36,000
          Mechanic  Helper     $3.00/hr x!2,000 hr »    36.000
                                            TOTAL  $120,000

     Add 5% to Labor Costs to Cover Added Wear and Tear on Equipment
               $120,000 + 5%  ($120,000) - $126.000

     Preventive Maintenance Supply Costs Last Year
          Lubricants               $ 2,500
          Supplies                 +12.500
                    TOTAL           $15,000

     Add 5% to Cover Increases in Costs of Supplies & Lubricants
          $15,000 + 5% ($15,000) • $15.750

          Labor                    $126,000
          Supplies                 + 15,750
          Preventive Maintenance
            Budget                 $141.750

CORRECTIVE MAINTENANCE BUDGET

NOTE: Calculation  similar to  preventive  maintenance  budget  calculation.  Assume
costs shown  below were determined  using  procedure given  for preventive  mainte-
nance budget.

       Labor                            $  70,000
       Supplies                            25,000
       Routine Repair Budget            $  95,000

MAJOR REPAIR BUDET

       Last year's  projects             $  50,000
       Projects that will not
       be repeated  this year            -  35,000
                                        $  15,000
       Projects in  active backlog
       which will span the new year        20,000
       Projects approved for next year     25,000
       Forecast of  next year's needs        5,000
       Major Repair Budget              $  65,000
                                       36

-------
TOTAL MAINTENANCE BUDGET

       Preventive Maintenance Budget     $  141,800
       Corrective Maintenance Budget        95,000
       Major Repair Budget                  65.000

       TOTAL MAINTENANCE  BUDGET          $  201.800

     The budget and actual costs  should  be compared as the year goes  on.  Table  3
is  an example  of a  monthly  comparison  made  by  one wastewater  utility.  This
monthly comparison can  be a very useful management  tool.  It enables  you  to  find
those areas where  costs are different than budgeted.  For example, there  is  (and
has  been)  clearly a  problem of  spending  considerably more  for  chemicals  than
planned. You would check  to  see  if  the cause is  chemical  prices being higher than
planned or more  chemicals being used than  planned.  In the example, it  is a case
of more  chemicals being  required  for sludge dewatering  than  planned.  The table
points out  that  unless the  problem is  corrected, expenses  for the year  will  be
about $40,000 more than budgeted.   This  table quickly flags  a major  problem area
which you would then  study more  thoroughly to find out:

     •    What  is  causing the high chemical usages (sludge  characteristics  dif-
          ferent, overdoses  of  chemicals,  etc.)?

     •    If  the  causes  can't be  corrected, can  cuts be  made in other costs  to
          balance  the budget or  should a change  in the budget be proposed  to your
          board?

     Graphical  comparisons  of  monthly  costs may also be useful  in identifying
differences in actual and budgeted costs.

Capital Budgets

     The capital  budget is based on a plan which  defines  the need for  major con-
struction  contracts  or  equipment  purchases  for  several  years.   Many utilities
use  a 5-year  period  for  their capital budgets.  You should ask each department  to
prepare  a  proposed budget which you  can use in developing  a system  wide  budget*
table 4  is  an example capital budget for the vehicles  used for a regional collec-
tion system and large  land treatment system.  Similar budgets would be  prepared
for  treatment equipment  and other major  items, and  then combined  into  a system
Wide capital  budget.

EMERGENCY  PLANNING

      Emergency  operating conditions can result from natural  disasters,  civil dis-
orders,  strikes, faulty  maintenance, negligent  operation,  and  accidents.  These
emergencies  can cause  equipment failures,  power loss, blocked access,  communica-
tions  loss,  and process  failure.   You  should carefully  analyze  your  system  for
Several  possible emergency conditions to determine  the most  vulnerable  components
    the  system.
                                        37

-------
CJ
00
                             TABLE 3.   EXAMPLE USE OF BUDGET COMPARISON FOR COST CONTROL -
                                       OPERATIONS AND MAINTENANCE EXPENDITURES COMPARED WITH
                                       BUDGET - JANUARY 1, 1978 THROUGH JUNE 30, 1978.

Object of expenditures
Personnel
Materials & Supplies
Chemicals
Utilities
Outside Services
All Other Expenses
TOTAL O&M EXPENSES
June
actual
$29,500
8,200
11,000
8,000
900
1,950
$59,550
June
variance
favorable/
(unfavorable)
$ 200
(400)
(3,000)
600
100
(50)
$(2,550)
June
year-to-date
actual
$180,000
32,000
70,000
45,000
5,000
11,000
$343,000
Year-to-date
variance
favorable/
(unfavorable)
$ 900
(2,000)
(21,000)
3,000
300
1,000
$(17,800)
Budget
fiscal
1978
$365,000
60,000
92,000
95,000
11,000
24,000
$647,000
Projected
year -end
fiscal
1978
$360,000
64,000
140,000
90,000
10,000
22,000
$686,000

-------
         TABLE 4.  EXAMPLE CAPITAL BUDGET - FIVE-YEAR PLAN  FOR VEHICLES
                              Statistics from machin-
Machinery description
Year
1976
1977
1978
1979
1980

To be
replaced
Sta. wagon
-
4 trucks
5 trucks
Sta. wagon
7 trucks
Replacement
Sta. wagon
-
4 trucks
5 trucks
Sta. wagon
7 trucks
ery to be
Original
investment
_
-
$16,200
23,800
5,400
46,400
replaced
Trade-in
value
_
-
$ 4,100
6,000
1,400
11,600
Replacement
machinery
cost
$ 5,400
-
23,700
32,400
7,300
73,200
Cash needs
$ 5,400
-
19,600
26,400
5,900
61,600
Total 5-Year Budget - $110,900
            Average -   23,800
     An  important  consideration in  emergency planning  is  that you  have  trained
someone in your basic  duties  and responsibilities.  Your absence  from the treat-
ment facility, be it scheduled  or  not,  may constitute  the  cause  of  the emergency
if there is no one to  take  over while you're gone.  It  is  your responsibility to
see that there is backup for  other critical  jobs  as  well.

     Some of the key steps  which you can take to  reduce  the  vulnerability of the
system to various emergencies include having:

          A sound preventive  maintenance and testing program
          Standby units and separation  of vital  elements
          Standby or alternative power  supplies
          Alternate operating plans
          Adequate chemical supplies
          On-site storage  of  fuel and axuiliary  power  units,  remote and/or auto-
          mated  controls,   and  ready conversion  of  automatic  controls  to manual
          operation
     •    Portable pumps with fuel-operated  units
     •    Emergency and special operations training  sessions

     You should develop an  emergency organization plan which spells out what each
staff member is  to do  during  an emergency. You should  have mutual aid agreements
with other nearby towns or  other agencies or companies  in  your town. Such agree-
ments can  provide for equipment and supplies,  personnel,  and  specialized skills
during an emergency.  For  example, a  local construction company may have  tractors
and backhoes which would  be useful.  The  plan should  include  a  system for listing
such items and who to  contact to obtain the  equipment.  The EPA report, "Emergency
Planning for Municipal Wastewater Treatment  Facilities," EPA Report 430/9-74-013
(10) and AWWA Manual M19,  "Emergency Planning for Water Utility Management,"  (11)
may be useful references  for  you.
                                        39

-------
INSURANCE

     What  type of  insurance  (in  addition to types provided as fringe benefits for
hospitalization,  life,  etc.)  should  the wastewater  utility carry?  Coverage for
fire, explosion, wind,  hail,  and extended coverage should be considered. You need
to determine which  facilities should  be covered,  with  what  type  of coverage, and
the amount. To decide this,  you  should  list all the plant components, their cost,
and their  susceptibility  to  damage.  For example,  you might  analyze components as
follows:

     •    Aeration  tank:
          Structure                              $100,000
          Contents (diffusers,  etc.)               50,OOP
                                                 $150,000

          The  structure is  open and  below ground.   There  is  no  mechanical  or
          electrical equipment  involved.   There appears to be no risk of loss due
          to fire, explosion, wind, or hail.

          Do not  insure.

     •    Influent pumping station and contents;
          Pump housing  (reinforced concrete)     $ 80,000
          Contents (pumps, piping, etc.)           70,000
                                                 $150,000

          This item  houses  the  influent  pumps  used in  connection  with the skim-
          ming tank. There  is a remote possibility  for gas  to  find its way into
          and  to  collect  in  this structure, therefore  there  is  the potential for
          loss due to fire and  explosion.

          Should  be  insured.

     With this type  of  analysis, you  can  decide  the value of items which may be
subject  to  damage from insurable causes. (Most  fire   insurance  policies extend
coverage endorsements  to  cover  losses from hail,  windstorm,  explosion, aircraft,
and vehicles.) They  usually  do not   cover losses from  floods,  water  backing  up
through  sewers or drains, groundwater exerting pressure  on  floors, earthquakes,
losses  resulting from  nuclear  reaction   or  radiation, losses  due  to equipment
breakdown, or  fire damage  to electrical equipment  when the  fire was  caused by a
defect in the equipment such  as a short  in a  motor winding.  Flood and earthquake
insurance can  be  obtained  in many states  although the  costs may be high and the
risks low.

     Sometimes improved fire  protection may lower insurance rates.   Installing or
increasing the number  of  fire  hydrants may lower insurance  rates  enough to jus-
tify their cost.   In some cases extending the  city  limits  to include a plant may
lower the rates.   Competent  insurance  agents  can inspect  your  plant and suggest
changes which would  lower rates.

     Utilities  should  carry liability  insurance  (insurance   covering  personal
injury and property  damage) on  all company-owned vehicles, including heavy mobile

                                        40

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equipment, which  is  operated  on public streets, alleys, highways, etc.  If utili-
ties and municipalities  own and operate a lot of vehicles, there is some question
as to whether or  not  collision insurance to  cover  damage  to  such vehicles can be
justified.  Operators  of small fleets  may feel justified in carrying both liabil-
ity and  collision insurance*   You must  use  judgment  to determine  the coverage
which you can reasonably afford.

     Public  liability, or  general  liability  insurance, covers  claims resulting
from bodily  injury  to private persons  and/or damage to private  property.   As an
example, such an  insurance  policy might cover claims of bodily injury and perhaps
property damage  resulting from a major explosion  in a  sewer  main.   Policies and
policy endorsements  for  public liability insurance  are available to cover almost
any and all risks.   The  types  and amounts of coverage to be carried are dependent
on the risk which you  wish  to  assume and  are again a matter of judgment.

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6  FINANCING"")
    GENERAL
    CONSIDERATIONS

     - Equitable cost
       recovery from
       all users
           '
CAPITAL COSTS

 •  General obligations
    bonds
 •  Revenue bonds
 •  SfieciaJ assessment
    bonds
 •  State & Federal
    grants
 •  Operating revenues
 •  Contributions
 •  Other sources
          ~	
DETERMINING TOTAL ANNUAL
REVENUE REQUIREMENTS
 — Cash needed to meet
   annual 0 & M plus
   debt repayment
DISTRIBUTING COSTS
AMONG USERS
— Distribute costs
according to flow,
waste strength,
services rendered,
etc
                               ESTABLISHING
                               USER CHARGES	
                                — Annual review of
                                   charge rates
                                — State regulatory
                                   controls
                                                                _L
                               RATE INCREASES
                                — Importance of
                                  good public
                                  relations

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                                     SECTION 6

                                     FINANCING

GENERAL CONSIDERATIONS

     Both  good management  practice  and federal  law  require  that  the revenues
needed to operate a  publicly  owned  wastewater utility be collected from the users
in  proportion to  the  benefits  that  each receives.  As  the  cost  of  wastewater
treatment and  general tax rates increase,  opposition to taxes  traditionally used
to  pay  for wastewater  treatment has  become  widespread*  The  Clean Water  Act  of
1977 restricts the  use  of  general  property  or ad  valorem taxes  to  cases where
these taxes were used for wastewater system revenues as of December 27, 1977, and
where  the  system  Including  the taxes,  results  in  operation,  maintenance,  and
replacement costs  being  distributed  proportionately among all  classes  of users*
Because of these  factors, it has become  common to recover most  of the operating
and maintenance costs through a  system of service charges. Capital costs are usu-
ally funded through  a combination  of  federal and state grants  and various types
of  bonds.  You may want  a consulting engineer  or  a financial  consultant  to help
develop a detailed financial  plan for your system*

     The purpose  of  this section is  to  acquaint you with  some  of the  considera-
tions and alternatives  involved  in  financing your  system.  This will allow you to
contribute to  the development of your financial  plan  and to  better explain the
basis of sewer service  charges  to your customers*

CAPITAL COSTS

     Most  of   the  local  share  of  major capital  expenditures  is  normally  met
through the sale  of  bonds.  These bonds  may be sold so  that  they all are  payable
at  one  time  or so that  some are due  each year  over a period  of several years.
This second case  is  the  most  common because this type of  bond is  more flexible in
the bond market,  making  it  easier  to meet  the debt  service  requirements. Bonds
are usually  sold for a  term about equal  to the  useful  life  of the  facilities
involved,  typically  20  to 30 years.  A very short term  places  too much burden on
the initial users. A term longer than the  useful life  of  the  facility is unfair
to  future  users  because they  will  be  paying  for replacement  facilities while
still paying for  the original facility.

     The types of bonds  commonly used include  general  obligation bonds,  special
assessment bonds,  and revenue bonds.  The part of  the  capital  costs not financed
through bonds  is  usually funded through  state  and federal grants, operating rev-
enues, or contributions  (12).

General Obligation Bonds

     General obligation bonds are  backed by  the  full taxing  power of the  issuer.
That  is,  the  Issuer can use  ad valorem (general  property)  taxes  to  repay the

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bonds. Such  bonds  become a part of the overall  municipal debt. This debt  is  usu-
ally limited by  law to  some percentage of the total assessed valuation  of  taxable
property.  Some  states also  regulate  the rate at  which such bonds  become due  to
Insure that  not  too much of  the debt  is  passed on  to  later generations.  In  many
cases, the sale of  general  obligation  bonds requires a  bond election.  General
obligation bonds have several advantages:

     •     Interest  rates are lower because they are backed by the full  credit  of
           the community.

     •     The security  feature usually enables public  sale  at  attractive terms.

     •     Overhead  costs  for  financing  are  usually  less because  they  do not
           require  the detailed documentation needed for revenue bonds.

     •     Although  the  ability to  use general taxes makes the bonds attractive,
           they  can also  be  repaid  with service  charges  which  comply with the
           Clean Water Act requirements for user charges.

     In some  cases, where the revenues from user charges are pledges to repay the
bond, the  bonds may not  have to be included in the  local bonding  limit.  When the
local bonding limit is  approached,  then other  means  such  as  revenue   or  special
assessment bonds are needed for long  term capital  funds (13).   If your community
has a local  bonding limit,  it may have been  established in the original charter,
amendments to the  charter,  or by  state law. The limit  is often set as  a percent-
age  of  the  assessed  valuation.   Your  city  manager   should  be  able   to  provide
information  regarding this  matter.

Revenue Bonds

     Many  cities and districts have the  right to issue  revenue  bonds specified  in
their charter or under  state  law.   Before  considering this  alternative, it  is
Important  that your attorney confirm your legal ability to  issue  the bonds.   Rev-
enue bonds for a system  with a history of sound management can be sold  at  favor-
able terms.   There are  usually no  legal limits  on the amount  of revenue  bonds
which can  be  issued; however, excessive  offerings represent high  risks  to  invest-
ors. User  charges from  the wastewater  system are  used to repay revenue  bonds.
Revenue bonds have advantages since:

     •    They are not  included in legal  debt limitations.

     •    They usually do not require  voter approval.

     •    They can  be used  to finance  projects beyond  the  boundaries of a  city  or
          district.

     •     In  some  cases, revenues  from  a long  established water utility can  be
          pledges  to  a  wastewater  bond  issue if  both  utilities  are  operated  by
           the same entity.

     One difficulty with selling revenue  bonds  for entirely  new systems  is  that
there  is   no established  record  of   earnings.    Another  is   the  fact  that net

                                       44

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revenues must be somewhat  higher  than are actually necessary to  repay  the  bonds.
This margin over  the  debt requirements,  termed  "coverage,"  varies with  the  risk
of the  issue  from 20  to  50 percent.  The margin  is  intended to  protect  against
unplanned costs or lack of planned revenues.

Special Assessment Bonds

     Special  assessment bonds  can  be  Issued when only  certain properties  are
served as in  the case  of  sewers,  where the benefits  to  individual properties are
obvious. The  assessments are usually made on  front-footage or area.

     The bonds are not  payable  from general taxes, but  rather  by benefit assess-
ments.  Because  the bonds  are  not backed by  general  taxing  authority,  they are
considered  a greater  risk  by investors than  general  obligation  bonds.   As  a
result, they  usually  have  higher  interest rates.  The  actual  rate depends chiefly
on protective features provided,  such as provisions for enforcing  collections,
the status of the  lien relative to other  liens,  or penalty  provisions for unpaid
assessments which  can  be used  to  build up a reserve.  Because of the higher  rates
paid  for  assessment  bonds,  many  local  governments  borrow  construction capital
general obligation bonds which  are  repaid through special assessments.

State and Federal Grants

     The EPA  construction  grant program has  provided billions of  dollars for con-
struction  of publicly-owned  wastewater  treatment plants.  Five  billion dollars
per year have been allotted for fiscal  years  1979 to  1982.  The  regulations con-
cerning grant eligibility  of  various components  of a system are  lengthy, subject
to frequent revision,  and  will not  be  reviewed  here.  Your consulting  engineer  or
state pollution agency can be  contacted  for current  grant regulations if you are
attempting  to determine  if a certain  construction  project is  grant  eligible.
Recent  changes restrict  the grant  eligibility of collection  lines.   Certain  types
of projects  using  new approaches may  be  eligible  for  an  85  percent federal con-
struction grant rather than  the normal 75 percent. In many states,  the state pol-
lution  agency provides grants  for  portions of the  remaining  15  to 25 percent.

      In addition  to  the EPA construction grant  program,  there  are  other federal
agencies which  may make grants or  loans. Because the  details  of these programs
also  change  frequently, it is  not  practical  to  present details of  each program.
The following agencies may have  current  programs  which may be  of  value to you.
The  Farmers  Home  Administration has  a  program,  "Financial Assistance  to  Small
Towns and  Rural  Groups," which may  provide  grants to  small  (5,500  population  or
less) rural towns or  villages. The  Department  of Housing  and  Urban  Development
can  provide  long-term (40-year)  loans  to finance construction  of  all  types  of
public  works  when  such credit  is  not otherwise available  on  reasonable terms.

Operating Revenues

      It is common practice  for publicly-owned  wastewater utilities  to use  some
funds derived from revenues for routine  system extensions, replacements  and  modi-
fications,  or  improvements  at  the  treatment   facility. In  many  cases,  fixed
                                        45

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amounts  are  set  aside  each year in a  capital  improvement fund for such purposes.
This  practice  permits  budgeting on an  orderly,  even basis and allows occasional,
large  capital  expenditures from operating revenues.

      However,  caution  should  be  exercised  in  using  a  current  surplus  for  the
total  cost of  constructing major facilities which  will  be useful for many years.
A fair share of  the  cost  of facilities should be borne  by all users, present  and
future.

      As  noted  earlier,  operating revenues from  user charges  can  also be used  for
repayment of general obligation bonds.

Contributions

      In  some instances, customers are  required  to  pay  the  total capital  cost  of
facilities.  An example  of  this is lateral  sewers constructed  at  the builder's
cost  in  new developments.  In this  case they would be required to make a contribu-
tion  to  cover  the  cost  of  the  system extension.

Other Sources

     Although  not  frequently used for  financing wastewater utilities, you should
not overlook the possible  use  of local taxes on income,  sales, liquor, cigarette,
and hotel/motel  occupancy. A resort area may find,  for example, the hotel/motel
occupancy tax  to  be  especially  fair since  a significant part of  the cost of  the
treatment  plant may  be  related  to   the  capacity   needed for  the  peak  tourist
season.

     Another common  source of  capital  funds is short-term notes.   These notes  are
usually  issued during  the  early stages of a project  to  cover cash flow. They  are
usually  repaid  through   long-term  general  obligation  or   revenue  bonds.   The
short-term notes  permit placing a long-terra issue  on  the market at  a time when
interest rates  are favorable; they  provide  time to  determine total costs before
proposing a major  bond  issue.

DETERMINING TOTAL  ANNUAL  REVENUE REQUIREMENTS

     The total  annual  revenue requirement for a publicly-owned  wastewater treat-
ment  system  is  the  amount  of  cash needed  to  meet the  costs  of  operating  and
maintaining  the  system and  for improvements  not  covered  by debt  financing,   as
well as  paying the debts.

     The debt  requirements include the principal, interest, and reserve payments,
if any,  and  are  usually payable in  annual installments.   Obviously, enough cash
must be  collected  to pay  the installments when they are  due.

     Revenues  must also  be  collected  to  pay  operation  and  maintenance expenses
such  as  salaries,  power,   fuel,  maintenance supplies, chemicals,  insurance,  pro-
fessional services, fringe benefits,  etc.
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     In addition,  it may  be  necessary  to  raise  cash  for  capital  items not  covered
by  long-terra debts  such as  trucks,  replacement  of  broken  service lines,  and
equipment replacement. There also may  be  taxes  which must  be paid.

     The following example  shows how the local revenue  requirements  may be  esti-
mated for an example 5 mgd activated sludge  plant  and collection system:

     Initial cost                                                   $7,885,000
     Federal construction grant  (on  plant
       construction of $5,885,000 only)                             $4,413,750

     Local capital cost  funded with  revenue  bonds
       at 7% interest for 20 years;  equal  annual
       installments of                                              $  327,650

     Debt coverage requirement = 20% x $327,650                    $   65,530
     (Specified  in the bond  issue to provide a  margin of
       safety in generating  annual  revenue for  debt  service.)

     Annual operating expenses
          Labor                                                     $  155,470
          Power                                                         31,360
          Fuel                                                          36,000
          Maintenance Materials                                         47,340
          Chemical (chlorine and polymer)                               81,100
                                         TOTAL                      $  351,270

     Reserve fund  for plant  replacements,  modifications, repairs not
     included in operating  expenses  or in original bond issue      $   25,000

     No tax payments
     The total annual revenue  requirements would then be:

          Debt service,  principal and  interest                         327,650
          Debt service,  coverage                                       65,530
          Operating expenses                                           351,270
          Reserve  fund                                                  25,000
          Taxes                                                     	0
                                         TOTAL                      $  769.450

     The above  example  assumes  that  the  debt  repayment  schedule  is based  on  a
series of uniform  annual payments.  Some bond issues may have a repayment schedule
which results in different  amounts  being due each year.

DISTRIBUTING THE COSTS AMONG USERS

     The following general  principles  determine the allocation or distribution of
costs to the users of the system:

     •    Operating  expenses for treatment  plants  are  primarily related  to  the
          volume and  strength of  the  wastewater  received.   Undeveloped  sewered


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           properties  do  not  contribute to treatment operating costs.  These costs
           should  be  recovered  from the current users  of  the  system.  Where there
           is  only  one  class  of  user (all  domestic),  the  costs  are  directly
           related  to  flow.   In  the  case  where  an  industrial  waste  enters  the
           system,  the  difference  in waste strength must be considered in allocat-
           ing costs.

     •     Operating  expenses for  separate sanitary  collection  systems  are pri-
           marily  related to flow  from each user.   For a  combined sewer system,
           some costs  are related  to runoff from undeveloped property.

     •     Capital  costs  for the  treatment facility are  primarily  related  to the
           waste  loads  from  the   existing users  although undeveloped  property
           should  share in the cost because some  reserve  capacity  has been built
           for future  service to  these  properties.

     •     Capital  costs  for the  collection system  should be shared  by  all pro-
           perty owners since undeveloped  lots  as  well as current users both bene-
           fit from the system.

     To determine  the  responsibility  of each  customer class for costs of service,
it  is  necessary   to  allocate each element  of  plant  investment   and  operating
expense.

     Costs  related primarily to  flow of  wastewater  include operating and capital
costs for  a majority  of  collection system costs and certain treatment costs.

     Some  costs  of treatment  are affected by  the  strength  of  wastewater  to  be
treated.   These costs may be further  separated into  costs  that  vary  with BOD,
suspended  solids,  and, in certain instances,  nitrogen and  phosphorus.  Appendix A
presents  an example  to  illustrate the methods which  can be used to distribute
costs.

ESTABLISHING USER  CHARGES

     EPA  regulations  require that  user charges be  reviewed  annually and revised
as needed  to  reflect  actual O&M  costs.  Even  if you  have   an  established sewer
service  charge  structure,  you must  be  prepared  to  evaluate  the  charges  on  a
regular basis.  Appendix  A gives  an example showing  how user charges  may  be set
after the  costs are distributed.

     Individual homes  do not have meters  to determine wastewater flow. One  common
approach  is to  base the  wastewater charges on  a percentage  of  the metered water
flows.  For example,  if  the average  domestic  water demand  were  4.0 mgd  for  an
average domestic sewage  flow of  3.25  mgd,  the  wastewater billings  could be based
on a flow  of 81.25 percent (3.25/4.0) of  the metered  water flows.  In areas where
there  is   extensive  warm  weather irrigation,  the  charges can  be  based  on the
average water use  during only  the non-irrigation  months or some other representa-
tive period.

     For  example,  at   Stevens Point,  Wisconsin (14),  the  charge structure  speci-
fies that  "The  amount of  water  used  by  residential customers  during the  winter

                                        48

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quarter of  each year shall be used as a basis for determining the maximum  sewage-
service  charge for  that  particular  quarter  and the  three  succeeding quarters."
The  ordinance also  states  that  if the usage  at any time falls  below the winter
quarter  volume,  the customer's  bill  for that particular  period  will  be   the
smaller amount.   Painesville, Ohio,  requires that  the monthly  sewer bill during
June, July,  and August  not exceed the maximum sewer service charges  for  the first
five months of the  year.   Those  rates which exempt  three of  the  summer months
from the  meter readings are  not  completely  fair  to the  customer who uses large
quantities  of  water  to  start  a new lawn before or after this exempt  period.

     EPA  regulations also  permit  user  charges  based  on  a  percentage  of water
bills in cases where the water is based on a  constant cost per gallon.

     In cases  where  the water usage  is not metered, several  approaches  have been
used in establishing user charges  based  on size of water  connection; number  and
type of water-using fixtures  such  as toilets,  sinks,  garbage  grinders, showers,
bath tubs,  etc.;  number of rooms, etc.   "Municipal Sewer Service Charges," avail-
able from American City Magazine, describes many alternate approaches.

     The  example  in Appendix A gives  a  better understanding  of the  factors  to
consider  in  setting rate  structures.    This example  only  illustrates  how   the
factors may be considered  in establishing an equitable  rate structure. You  may
need a qualified  consultant  to help develop a plan for your specific community.

RATE INCREASES

     The rates charged  by most privately-owned  utilities  are controlled by state
regulatory  commissions.  However,  the  rates  of  most  public  utilities  are   not
subject to  state  control and  may not even  be  subject  to  court  review. Even with-
out this regulation, you must still have a properly designed rate structure.

     Since  the public  is  likely  to be  against  an  increase  in  sewer  service
charges (or  even  a  change  in the rate  structure),  a carefully planned,  long-term
public relations  program  (see  Section 9)  is needed  to  meet this  opposition. A
good public  relations  program will have  informed  the public of  the value of  the
services you provide.   Without  this understanding, strong  public  opposition is
likely when a change  in  service  charges is  announced.  Doing a  good  job   and
letting  the public  know  about   it  are  important   to  the  acceptability of  rate
increases.

     Most public  utilities  hold  public  hearings  on  proposed rate changes before a
adopting them.   This provides a  chance  to  educate  the public as  to the need  for
change and   for  public  input in  setting  up  the  new charges.  However,  a  very
small percentage  of  customers will  attend  such  hearings.  The  majority  of   the
public will  not be heard from until they receive the notices.

     Before  notices  of  rate  changes  are mailed to  the customers,   it  is wise  to
have an educational  program  in  the local news  media.   As with  the hearing  pro-
cess, this will reach only a  minority of your customers.  Only  the  receipt of  the
next bill will get  the attention  of all of  your  customers.  The notices  of   the
rate increases or changes should accompany this  bill.  The notice  must  be care-
fully prepared in a  courteous tone. A harsh,  cold  notice  merely stating that  the

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rates have changed  will  cause resentment. The  notice  should explain the need  for
the change in a simple manner.  Put yourself in  the  shoes of the customer and  ask
"How would I react  to this  notice?"

     Try to anticipate  tfie  need for a  rate  change well  in advance (i.e.,  opera-
tion of an expanded  plant,  higher  levels of  treatment, etc.) so  that you can plan
the timing of  the  notices.  If possible  it is  wise to announce  rate changes at  a
time when they will  not  be  confused  with other local issues such as hearings on  a
new wastewater facility  plan, a local  property tax change,  or  other local elec-
tion issues.  Avoiding these  other  issues  may  reduce  the  spillover  of emotions
from unrelated local issues to  your  sewer service charges.
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7 EVALUATING STAFFING NEEDS
    GENERAL
    CONSIDERATIONS
     - Understaffing
     - Overstaffing
     — Contracting
       services
    CERTIFICATION
    PROGRAM

     — Mandatory

     — Voluntary
     — Advantage
  DETERMINING
  STAFF SIZE

    — Labor
      requirements
    - Level of
      utilization
    - Classification
    - Shifts
                                                              JL
DETERMINING THE
QUALIFICATIONS
AND SKILLS NEEDED

  — Organization charts
  — Job descriptions
TRAINING PROGRAMS

  - Types:
     Preparatory
     Skill management
     Skill improvement
  — On the job
  — Miscellenebus
   SAFETY PROGRAMS

    -Responsibilities:
      Provide safe place
      Provide safe tools &
      equipment
      Hire qualified personnel
      Train workers in safe
      practices
    -Accident report forms

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                                     SECTION 7

                             EVALUATING STAFFING NEEDS
GENERAL  CONSIDERATIONS

      Selecting the right sized staff with  the  proper  skills is critical.  Under-
staffing may  eventually cause increased costs  from lack  of  needed maintenance,
poor  treatment process performance, and poor morale among employees who  are over-
worked.  Overstaffing is expensive.  Layoffs  of extra staff are not only painful to
the individuals who lose their jobs, but are also expensive. You may have spent a
lot of time  and money to train the  employee. Deciding who is going  to be laid off
often runs into personnel  complications,  union rules, and  union contract condi-
tions. Reductions  in staff may cause strikes  and  other disruptions and  troubles.
Unemployment  compensation may be  costly. Both hiring and firing are costly.

      For all  of these reasons, use  great care  before  you establish any  new posi-
tion  that might become a "permanent" one.  When there  is  any  doubt, either don't
create the position or establish  it on  a temporary basis. When a position becomes
vacant,   ask   yourself  if  the  position   is  really   necessary.  Consider  these
factors:

           Conservation of manpower
           Elimination of unnecessary work
           Full use of manpower
           High costs of manpower
           Dangers, costs, and complications from overstaffing

      If  you  are now contracting  for certain work, such as lawn  maintenance or
instrumentation maintenance,  you  should not  ordinarily  give  up this  method to
permit  your  work   force  to  do  the  work.   Any temporary gain  in savings  will
probably be   eaten up  in the long run  by  rising  labor  costs. The  trade-offs
between  contracting  for services  and   doing  them  in-house should be   carefully
examined.  If  specialized skills are needed on a short-term  basis,  it  may be most
economical to hire a  consultant; however,  a premium  price  may be  paid  for con-
sulting  services over an extended period of time.

DETERMINING STAFF  SIZE

     There are several  methods  used in planning  the  staffing  requirements  for
wastewater treatment facilities.  These  are  reviewed briefly and their  limitations
identified.
                                        51

-------
Determination of Labor Requirements

Comparison  with Other Facilities—
      One  of the most common methods  is  to review  the  staffing level at  similar,
operating facilities (15). This  approach will identify  differences between  your
staff level and what is "typical" for other facilities.

      The  major shortcomings of this approach are that  the mistakes  of past  can  be
repeated, operational differences and differences  in job functions  are not  easily
compared,  and  the  productivity  of  the  staff  is  not  reflected.  However,  this
method does provide  a "first  cut" estimate of staffing level.

Staffing  Guidelines-
      Published staffing guidelines  take  two general forms:  curves  showing  total
staff  size  as a  function  of  wastewater  flow,  or a series of  curves showing the
labor  requirements  for different unit processes  as a function of wastewater  flow
or a  basic  design parameter for that process.

      The  first type  does not  improve  on  the method  of  comparing staffing  levels
with  other  operating facility. Examples  of this method are included  on Figures  7,
8, 9,  and 10.  These  curves  do  not reflect differences between  the types or  sizing
of processes  for liquid or  sludge handling at different plants. They provide  only
a "first  cut" estimate of  staff  size.  The scattered data  points indicate  varia-
tion  in staff size  for a  particular  flow.  It should  be  noted  that  most of the
data  points  for  these graphs  fall below  flows of 10 mgd.

      The  second  type  of guideline is a better method.   This  method  (17)  involves
listing the  unit processes  at  the treatment facility.  The labor requirements for
each  process  at the  plant  can  be  estimated from curves or tables  and then  added
together  to determine the  total annual labor requirement.

      Published staffing curves based  on  unit processes  are  plotted  in  terms  of
either  the  design flow or  a basic  design parameter.   Curves  based  on flow  would
be accurate  If all design  engineers used  the same criteria for sizing the various
processes.  This does not  happen.  Therefore,  some uncertainty of  staffing  esti-
mates  results from  curves  based on  flow.   However, such unit  process curves can
provide improved estimates  for a  particular facility.

     The  labor requirements from individual process  curves  plotted as a  function
of a  basic  design  parameter   result  In  even more  accurate  estimates,  since the
actual sizes  and types  of  the  individual  processes are considered.

     Examples  of the two types of unit   process  curves  are  shown  in Figures 11,
12,  and 13.  Figure  11 shows the labor requirements for primary sedimentation and
raw sludge  pumping based on average plant flows.  Figures 12 and 13 show the  labor
requirements  based  on basic  process design parameters.  Some  of  these  curves
divide the  total labor  requirements into  operation and maintenance.  Inspection  of
the curves  shows the basic differences between  the approaches. For example, when
you consider  10 mgd  primary sedimentation  basins designed on  the  basis  of  over-
flow rates of  600 or  1,200  gpd/sq  ft,  the following results are obtained:
                                        52

-------
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                   Figure 8.
                                      30
                                            60

                                         FLOW, mgd
                                                                            90
                                                                                               120
                                       Staff size vs.  actual flow - trickling  filter.

-------
                                240
Ul
Ul
                                 15



                                  0
                                   0     10  15


                Source:   Reference 16
                75
105
FLOW, ngd
                                               Figure 9.   Staff size  vs.  actual flow - activated  sludge.

-------
Source:  Reference 16
                     ACTUAL FLOW, mgd



Figure 10.   Staff size vs. actual flow - advanced treatment.

-------
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                                   57

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           Figure 12.   Labor requirements  for  sedimentation.
                                  58

-------
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         Source:   Reference  19
         Figure 13.   Labor requirements for  primary sludge pumping,
                                    59

-------
                          10  mgd Primary Sedimentation and Sludge Pumping,
                         	man-hours per year	

Figure  11                                       2,700
Figures  12 and  13
        600 gpd/sq  ft                            2,100
      1,200 gpd/sq  ft                            3,200

Individual Evaluation—
      Individual  evaluation  requires  experience with  all  the unit  processes and
equipment  at the  plant.  To  do this,  you  would  start  by  listing  all  the  unit
processes and operations at  the plant.  For each  process  or operation, you would
list  all the operational functions  that would be  carried  out  each day.  Based on
the  equipment  manufacturers' recommendations,  a similar  list for the preventive
maintenance  of  all  the equipment would be  needed. Based on a combination of judg-
ment,  common sense, and past  experience,  you  can estimate  the  time  required to
perform  all  activities listed.   The  sum  of the  labor requirements  provides an
estimate of  the  overall labor requirements  for  the plant.

Determination of the Level of Utilization

      The level  of  utilization is an estimate of  the  actual  productive time spent
on  the  job.  Productive time is  less  than  the  total  available  time  of  2,080
hours  per year,  based on a 40-hour  week. One report (19) has placed this at 1,872
hours  per year,  another  (18) at 1,500  hours  per year, and a  third  at 1,550  (15)
hours  per year.  However,  it  is best to  determine  the  value  individually for each
type  of plant.

      The main items to consider in  estimating the level of utilization are:

          Vacation
          Holidays
          Average  sick leave
          On-the-job training
          Safety and other meetings
          Productivity  factor  (accounts  for such  items  as  picking  up equipment
          off  the  plant site,  coffee  breaks,  discussion  groups,  area coverage,
          and other miscellaneous  lost time items)

      The first  three  items are  easily determined. Safety and  other meetings can
be estimated. On-the-job  training  should be planned, the time  required can  then
be estimated.  Training generally  accounts  for about  1  to 3  percent  (20  to 62
hours  per year)  for typical  secondary plants and  about 3  to  5  percent (62 to 104
hours  per  year) for complex advanced  treatment plants.  Discretion  and judgment
should be used  in  determining the  requirments.   During  start-up  of a new plant or
an upgraded  plant,  training  requirements for the  first  year  may reach as much as
10 percent (208  hours per year)  of  the annual available time.

     Other  items  that  may  reduce  productive  time  include  off-site  travel for
parts  and  equipment (which  could be  significant if  the  plant   is  some distance


                                        60

-------
from  the  nearest major  city);  plant coverage,  which is  related  to  the  general
layout of the plant and  the  distance  between  various  processes and equipment; and
coffee breaks and discussion groups.

     An example  of  a level  of  utilization computation is  shown  in Table  5.  The
numbers are  typical,  but are not  based on any  specific  plant. The annual hours
(1,656 hours)  represent the  time  available  for plant operation  and  maintenance
from each employee. Therefore,  to  determine  the total staff  required,  the annual
labor requirement (in man-hours) would  be divided by  1,656 hours.  Once the total
number of people required  for the plant  is  determined,  then  an organization can
be established.

                  TABLE  5.   LEVEL  OF  UTILIZATION DETERMINATION

	Item      	Hours

Annual vacation                                       80

Paid holidays                                         80

Average sick leave  taken                             56

On-the-job training                                   50

Safety meetings                                        6

Miscellaneous meetings                                 2

Off-site travel,  plant  coverage,
  coffee breaks                                      150

                                   TOTAL             424

Annual hours available                              1656
(52 wks x 40 hrs -  424  hrs)
Determining Number  of  People by General Classification

     The  people required for  plant operation  will  fall into  the  following five
general categories:

     •     Administration
     •     Laboratory
     •     Site  work
     •     Operation
     •     Maintenance
                                        61

-------
     The number  of  personnel required for plant  administration and site work can
be  estimated  from individual  published  curves.  The curves  for plant administra-
tion  are  usually based  on  plant  flow.  The results from  the  curves must  be
adjusted to reflect  the  actual management structure. For example, if the plant is
owned and  operated  by a city,  town or community,  the  administration requirements
are usually  lower than  if  the plant  is  in  a separate district.  With  a separate
district,  more  administrative staff are  required  for  accounting, monthly billing
and other  work  that  would  normally  be  handled by the city staff.

     The labor  requirement  for laboratory  operation  is  directly  dependent upon
the number of samples taken  per year and the number  of tests  conducted  on each
sample.  An estimate of  the  time can  be  obtained  from published  curves,  such as
the one  in Figure 14.  For  a more detailed evaluation,  the  time required for each
test  can  be  used  to  estimate  annual  labor  requirements.  The number  of  tests
depends  on many  factors,  such  as  the  variability  of  flow,  the  NPDES   permit
requirements,  the  amount  of  in-plant  testing   necessary  to  operate   the  plant
efficiently,  and  any other testing completed for  historical  reasons or to  deter-
mine plant efficiency.

     The level  of  laboratory  staffing   can  also  be  estimated  using   data from
another  EPA  report  (8).  This  report  has  recommended  staffing  requirements as a
function of plant design flow and the  level  of  treatment. The annual hourly labor
requirement can then be  adjusted using  factors  for local conditions.

     The two  remaining categories are  for the operation and maintenance person-
nel. Some  of  the guidelines  have separate  curves for operation and maintenance
labor  for  each  unit  process.  For those curves  with a single  value  for both
operation  and maintenance  requirements,  the ratio of personnel in each category
can be affected by several  factors:

           Capacity of  facility
           Type of treatment  process
           Complexity of  equipment
           Plant layout
           Climate
           Variability  and  strength  of  influent wastewater
           NPDES discharge  standards

     As  a  general rule, as  flow increases,  the  percent  of labor  for operation
decreases.   Typical   ratios are  about  70/30 (70  percent  operation,  30  percent
maintenance)  for  mgd and 60/40  for  10 mgd  plants.  The  effects  of  other factors
have been  estimated  as shown  on Figure  15.

     Although the use  of adjusted curves can give good  estimates,  local factors
and  past  experience  are   the  best  sources of   information   for  making  labor
estimates.

Shift Coverage

     The decision of whether to provide  partial  or full shift  coverage can be a
difficult  one.  The  total  number of staff for  shift  work  is  the  number  in each
position on the shift  times  a factor,  which  depends on  the level of utilization.

                                        62

-------
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          NUMBER OF DAYS SAMPLES ARE COLLECTED PER YEAR
3456 789
                                  1.000
Source:  Reference 20
Figure 14.  Labor  requirements for laboratory.
                    63

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LOCAL CONDITION
PLANT LAYOUT
UNIT PROCESSES
LEVEL OF TREATMENT
TYPE OF WASTE REMOVAL
REQUIREMENT
INDUSTRIAL WASTE
PRODUCTIVITY OF LABOR
CLIMATE
TRAINING
AUTOMATIC
MONITORING
AUTOMATIC
SAMPLING
OFF-PLANT
LABORATORY WORK
OFF-PLANT
MAINTENANCE
AGE AND CONDITION
OF EQUIPMENT
STORM AND
INFILTRATION FLOW
PRESENT FLOW OPERATION
AT LESS THAN DESIGN FLOW
PATTERN OF STAFFING
ADJUSTMENT
COMPACT
roroWrk - 50%
Operation*, maintenance — 10%
STANDARD EQUIPMENT.
SAME MANUFACTURER
mofntenoneo — 10%
PA1UARV
Sepervfeeiy. Clerical
AVERAGE
No edYusfmenf
STANDARD EQUIPMENT,
DIFFERENT MANUFACTURERS
No odyvrfment
SECONDARY
No ooViirtmonr
PERCENTAGE OF WASTE REMOVAL
SUCH AS '85% REMOVAL OF BOD'
NONE OR CONSTANT
No oW/VStMOftf
HIGH
SEASONAL
Operation* +5%

EXTENDED
YaroVork + 50%
Operation*, maintenance -f 70%
NON-STANDARD EQUIPMENT
DIFFERENT MANUFACTURERS
Operation*, maintenance + 10%
ADVANCED *»»»'»<«on'. Clerical
Laboratory tZ%r AWT pmcort
AMOUNT OF WASTE IN EFFLUENT. SUCH
AS 'NO MORE THAN 20 MG/L BOO*
Lofcoraferr '{2*

AVERAGE (6'i-HR/DAYI
No oo-foxmmr
MODERATE WINTERS
No aoVevtmenf
CERTIFICATION AND
CONTINUING EDUCATION
NONE
Operation* +5%
NONE
(.••oratory. Operation* +5%
NONE
No oJ/».(-.n<
NONE
No oaV'fmenr
ERRATIC
Laboratory, Operation* +10%
LOW
Operation*, maintenance 4 75%
EXTREME WINTERS
Maintenance +10%
CERTIFICATION BUT NO
CONTINUING EDUCATION
No oo>»tme»t
MONITORING ONLY
No orffaifntent
OF INFLUENT AND EFFLUENT
Cofcoratory, Operation* — 5%
FOR RECEIVING-WATER
MONITORING ONLY
Lafcorolory - 10%
CORRECTIVE MAINTENANCE ONLY
Maintenance - 25%
RELATIVELY NEW AND/OH
WELL-CARED FOR
No ooViolmont
NEITHER CERTIFICATION NOR
CONTINUING EDUCATION
5epervi*orr, Operation* +10%
MONITORING WITH FEEDBACK
Operation* — 5%
Maintenance +5%
THROUGHOUT PLANT
Laboratory - 10%
FOR ENTIRE PLANT
ALL MAINTENANCE EXCEPT MINOR
PHEVENTATIVE EQUIPMENT MAINTENANCE
Maintenance • 90%
RELATIVELY OLD AND/OR
POORLY CARED FOR
Increase maiirrenonce +10%
NO ADJUSTMENT. EXCEPT MAY INCREASE SOLIDS DISPOSAL
FOR INCREASED SCREENINGS AND GRIT
NO ADJUSTMENT. EXCEPT COMPLETELY BYPASSED
UNITS MAY BE SUBTRACTED OUT
SMALLER NIGHT AND WEEKEND
STAFF THAN ORDINARY
DECREASE APPROPRIATE
STAFFING PROPORTIONATELY
NIGHT STAFF: 1 FOR EVERY 3
OF
WEEKEND STAFF:
NO ADJUSTMENT
DAY STAFF
1 FOR EVERY 3
OF WEEKDAY STAFF
LARGER NIGHT AND WEEKEND
STAFF THAN ORDINARY
INCREASE APPROPRIATE
STAFFING PROPORTIONATELY


Source: Reference 18 . .
Figure 15. Table of adjustments for local conditions.

-------
For example, for the level of utilization  presented  earlier  of  1,656 hours (Table
5), the factor would be 5.29  (24 hrs x 365/1,656). This  means  that  you need about
five  people  for each  position if  it  is  staffed continuously.  However,  if  the
weekend and  night  shifts  can be  staffed  by skeleton crews,  this  number can  be
reduced. For example, with a  six-person dayshift  staff and only two people on the
offshifts, the total staff would be fourteen people.

     Factors  that  affect  the  need  for shift  coverage  include effluent  quality,
public  health and safety,  variability of influent   quality,  complexity  of  pro-
cesses, level of discharge standards, etc.   Some  points  to consider are:

     •    Plant capacity

     •    Highly variable influent quality  (strength)  or a large  proportion  of
          industrial wastes

     •    The  reliability of  the  electrical energy  supply  and  the  frequency  of
          power outages

     •    Advanced wastewater treatment  processes at the plant

     •    Highly specialized  equipment  that  requires close  attention and a lot of
          maintenance

     •    Effluent  discharge  to  highly  sensitive   water   bodies   such   as  just
          upstream from a raw water intake or into a primary contact recreational
          lake or stream

     •    The  amount of  remote monitoring and automation at the  plant

     •    Effluent making up  more  than 50 percent of the receiving water  flow

     •    Providing  shift  coverage without increasing  the number  of personnel
          (usually requires a staff of about 20 people)

     After considering  all these points carefully,  you  should use your own  judg-
ment  on whether or not  full  shift coverage is warranted.   Automatic monitoring
and controls with  remote alarms may  be used  to  minimize plant  staffing  require-
ments.  For  example,  an alarm system at the local police station  may be used  to
signal  equipment failure. The police can then contact an operator  by phone.

DETERMINING  THE  QUALIFICATIONS AND SKILLS NEEDED

     Determining the  qualifications for  your staff  is  based  on common sense  and
judgment. However,  there  are some basic  guidelines that may  make  the  selection
easier. The  first  is  that nobody should have direct  supervision  of more  than five
people, which in turn requires that you  develop an  organizational  chart.  A typi-
cal  chart which can be  adapted for any  plant is shown  on  Figure 16. For  plants
less  than 10 mgd,  two  organizational structures are  shown on Figure 17.  To assist
you,  a  list  of 21  job titles and brief  descriptions are included  here.  These  are
from  a  U.S.  EPA report (19), which should be reviewed for  more  detailed  informa-
tion  about  each position.

                                        65

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      OPERATIONS SUPERVISOR
cn
         SHIFT FOREMAN
          OPERATOR II
          OPERATOR I
           LABORER
                                             | SDPERINTENDENT [
                                          [ASSISTANT SUPERINTENDENT}
                                                                      CLERK TYPIST
      MAINTENANCE SUPERVISOR
       —{ AUTO EQUIPMENT OPERATOR  {
LABORER

UNCE FOREMAN

MECHANIC II

MECHANIC 1

CE HELPER

3FR

— | ELECT

1 ELECTF

— 1 STOREK

— j PAINTE

— r.nsTnni
                                                  CHEMIST
                                                                                         LABORATORY TECHNICIAN
                Figure 16.   Organization chart  -  conventional wastewater treatment plant.

-------
                                      I  SUPERINTENDENT   j
[ OPERATOR  II    I    |   MAINTENANCE MECHANIC II    |    |  ELECTRICIAN  II    )
|   OPERATOR I     I   {   MAINTENANCE MECHANIC I    |
                    |  MAINTENANCE HELPER     |
                                                                              AUTO EQUIPMENT OPERATOR
                                                                                     LABORER
                                             ALTERNATIVE 1
                                        I  OPERATOR II   I
                                        I
                                 [OPERATOR »    i
                                                            MAINTENANCE HELPER
                                                          AUTO EQUIPMENT OPERATOR
                                                                 LABORER
                                             ALTERNATIVE 2
                 Figure  17.    Organizational charts - plant  size:   10 mgd or less.

-------
 •     Superintendent  - Responsible for administration,  operation  and mainte-
      nance  of entire  plant and  review of  operation and maintenance  func-
      tions.  Exercises direct authority over all  plant  functions  and person-
      nel.  Organizes  and  directs  activities of  plant personnel,  including
      training  programs.

 •     Assistant Superintendent  -  Assist superintendent in review of operation
      and  maintenance functions  and  planning special operation  and mainte-
      nance  tasks  and alterations.

 •     Clerk  Typist - Clerical  duties  such  as typing  operational  reports  and
      filing, and  other  routine clerical duties.

 •     Operations  Supervisor  - Supervises and coordinates  activities  of  plant
      operators,  laborers,  custodians,  and  other  plant  personnel.  Prepares
      work schedules  subject to the superintendent's approval.  Inspects  plant
      to determine  efficiency of  operation  and maintenance requirements.

 •     Shift  Foreman - Supervises  operation of plant,  under general direction
      of supervisors. Performs  duties  of  operations  or maintenance  supervi-
      sors in  their absence. Replaces operation or  maintenance  worker during
      emergency.

 •     Operator  II  -  Operates  treatment facilities  to control  flow  and pro-
      cessing  of   wastewater,  sludge  and  effluent.  Observes  variations  in
      plant  monitoring  equipment  and  makes  necessary  adjustments.  Takes
      samples  and  performs  routine laboratory tests  and analyses.  Performs
      routine maintenance  functions and custodial duties. Operates and  main-
      tains  power generating equipment  and  incinerators.

 •     Operator  I - Assists Operator II in performing  the  operation and  main-
      tenance duties  as outlined  or shall perform  tasks as requested.

 •     Automotive Equipment Operator -  Operates automotive equipment  such as
      trucks,  tractors,  or  fork  lifts. Assists in  loading and  unloading of
      equipment. Operates  equipment to  cut  grass and weeds,  bulldoze soilf or
      remove snow.  Performs  maintenance  on  the equipment.

 •     Maintenance  Supervisor -  Supervises all preventive and  corrective  main-
      tenance on entire  plant.  Plans, schedules,   and  directs  all maintenance
     work.  Supervises  and instructs  maintenance   workers.  Supervises inspec-
      tions  of  contract  maintenance and submits maintenance  budget requests.
      Responsible for maintenance  records.

•    Mechanical Maintenance Foreman  -  Supervises  mechanical  maintenance crew
     in performance  of  maintenance   repair  tasks  on machinery,  equipment,
     buildings, structures  and grounds.  Supervises  and instructs maintenance
     personnel on  routine and  emergency tasks. Consults  supervisors regard-
     ing preventive  maintenance  program. Establishes  and  operates preventive
     maintenance   program.   Performs   inspections   and  determines  repair
     methods.  Works  with contractors  and  manufacturer's representatives on
     difficult tasks. Maintains maintenance  records.

                                   68

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•    Maintenance  Mechanic  II -  Performs preventive  and corrective  mainte-
     nance  on  mechanical  and  electromechanical  machinery  and  equipment,
     under direction of superior. Assists in keeping  maintenance records  and
     installs and sets up new equipment. Supervises,  instructs,  and  inspects
     work  of  Mechanic I,  Maintenance Helper,  or Laborer  to ensure  proper
     performance of maintenance work  or  repairs.

•    Maintenance Mechanic  I  - Under  the direction of Mechanic  II,  Foreman,
     or  Supervisor,  performs or  assists in  performance of  preventive  and
     corrective maintenance.  These tasks  may also  include  limited  laborer
     and custodial duties. Also, assists in keeping maintenance  records.

•    Electrician  II -  Performs  corrective and  preventive  maintenance  on
     electrical or  electronic operating  and control  systems. Performs  tasks
     using independent judgment  in  solving problems  or  under general  super-
     vision of  maintenance  supervisor or assistance  superintendent.   Main-
     tains maintenance  records  and  supervises  Electrician  I,  Maintenance
     Helper,  and/or Laborer.

•    Electrician I  - Assists  Electrician II or performs corrective  and pre-
     ventive  maintenance  on electrical  systems,  fixtures,  or  equipment.
     Performs  tasks based  upon  oral  and  written  instructions  including
     specifications, codes and  wiring diagrams.  The  work is  frequently per-
     formed independently and inspected  by  supervisor. Maintains maintenance
     records and supervises Maintenance Helper and/or Laborer.

•    Maintenance  Helper  - Assists  maintenance mechanic in  maintaining  and
     repairing  equipment, machinery,  buildings and grounds.  Duties  also  may
     include maintaining  simple maintenance  records  and performing  laborer
     tasks as required.

•    Laborer -  Performs  general tasks such as cleaning  equipment,  maintain-
     ing  buildings  and grounds,  performing custodial tasks  and  carries  or
     holds material,  supplies,  or  tools to  assist operating and/or  mainte-
     nance personnel.

•    Painter -  Prepares  surfaces   for painting  such as scraping,  washing,
     burning, sanding, sandblasting,  puttying and caulking.  Matches,  mixes,
     and  blends  various  interior  or exterior  paints  or  wall covers  and
     applies them.  Erects  and  uses ladders, scaffolding, and swinging  stage
     equipment. Performs  simple sign  painting, using stencils.  Requisitions
     material and equipment. Responsible to maintain, clean,  and store  tools
     and equipment; and clean or have arrangements made  for laborer  to  clean
     the work site.

•    Storekeeper -  Requisitions, receives,  inspects, verifies,  stores,  and
     issues materials,  supplies, tools, and  equipment.  Maintains  inventory
     records;  controls  material;  and reports  materials used,  spoilage  or
     other  losses,   inventory  adjustments,   and   refusal   of   shipment.
     Responsible  for  determining  method   of  storage,   identification  and
     location  of  stock.  Divides  stock quantities  into   portions  to  fill
     orders and identifies when  reorder  is  required.

                                  69

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      •     Custodian  - Cleans all  or  designated portions of  wastewater  treatment
           plant  and  grounds. Performs  general  custodial duties such  as  cleaning
           restrooms,  maintaining  supplies,  emptying  waste  cans  and  ashtrays,
           maintaining grounds,  picking up  litter,  sweeping walks,  and  shoveling
           snow or  cutting  grass. Reports  any repairs or adjustments required.

      •     Chemist  -  Supervises  and  performs  specialized  and  complex  chemical,
           bacteriological,  and  physical   tests and  analysis  of  wastewater  and
           sludge   samples.   Assembles  data,   maintains  records   and   prepares
           reports.

      •     Laboratory  Technician  -  Assists  chemist  in above  tasks.  In absence of
           chemist, operates  laboratory.

      Using these  summary descriptions,  and considering  the  type of  process and
equipment  at  the  plant,  the number and qualifications of staff  can be  estimated
for your  plant.   A form, shown  on Figure 18 can be used as an  aid to  determine
the number of people and skill levels.   Appendix B contains some  examples which
show  how  to use  this  form  with published staffing guidelines.  Reference 15 also
has an example of  how to apply it.

CERTIFICATION PROGRAMS

      A 1975 survey of the  operator certification requirements  in  the U.S.  showed
that  about 80 percent of  the  states have  mandatory  requirements  for certifica-
tion  (21). They usually  apply  only to the  superintendent or  chief  operator, how-
ever, some states  require  that the shift  foreman or person  in charge of day-to-
day operation also be certified.

      The  certification requirements  are  set by  each  state.  They  generally take
the form  of a written and/or oral  examination. In  most  states wastewater  treat-
ment  plants are  classified depending on  the complexity  of  treatment, population
served, downstream watercourse conditions,  and  potential health hazards.  Operator
qualification requirements  for the  four plant classifications might be like these
(22):

      Class I   - Grammar school  education or equivalent, one year  experience and
                 a passing  grade in a written examination.

      Class II  - Grammar school  education or equivalent, three years' experience
                 and  a passing grade  in a written examination.

      Class III - High school education  or equivalent,  five years'  experience and
                 a passing  grade in a written examination.

     Class IV  - Class  III certificate,  two  years  in  responsible  charge  of  a
                 Class III  or  Class IV wastewater  treatment works  and  a passing
                 grade in a written examination.

      In some  instances,  there  are  other  limitations (such as  the  minimum  length
of time you have  been operating wastewater  treatment  plants) before  you can get
Class IV  certification.  Also, some states  include  a fifth  wastewater  treatment

                                        70

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Project
                      ESTIMATED PLANT  STAFFING COMPLEMENT
Computed by
Date
Staff Position
Administration S General;
   Superintendent
   Assistant Superintendent
   Clerk Typist
   Storekeeper
      Subtotal                          	

Operation Labor;
   Operations Supervisor
   Shift Foreman
   Operator II
   Operator I
   Automotive Equipment Operator
      Subtotal                          	

Maintenance Labor;
   Maintenance Supervisor
   Mechanical Maintenance  Foreman
   Maintenance Mechanic II
   Maintenance Mechanic I
   Electrician II
   Electrician I
   Painter
   Maintenance Helper
      Subtotal                          	

Laboratory;
   Chemist
   Laboratory Technician
      Subtotal                          	

Site Work;
   Laborer
   Custodian
      Subtotal                          	

Total Labor Requirements                	

*Man hours divided by level of utilization
            Estimated Annual
         Payroll Requirements
        Man hours     Number of
                      employees*
        Suggested
        Staffing
        Number of
        employees
     Figure 18.    Form for estimating plant staffing positions.
                                    71

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 plant classification* You  should  determine the classification of your  wastewater
 treatment plant and make sure  that  all  certification requirements are  met.   Usu-
 ally, the higher  and  more  complex  the  level of treatment,  the  higher the  clas-
 sification level and operator certification  requirement. The  plant classification
 level may be part of the NPDES discharge permit.

      The  states  having  mandatory  or  voluntary  certification  requirements  are
 shown on Figure  19.  Table  6 shows  the  certification  program administration  and
 agency in charge of the  program for wastewater treatment facilities. This  should
 be used carefully because,  of those states reporting voluntary certification pro-
 grams, two have  been  re-evaluating their  programs and  are  tending  towards  man-
 datory certification.

      Certification of plant  operators  does  provide  benefits  to  everyone associ-
 ated with wastewater treatment  programs. Whether or not  certification  is  required
 for a position at  your  plant,  you  should  encourage your staff  to  be  certified.
 The benefits which you should describe to them are:

 State Agencies

      Certification gives the responsible  state agency  the  chance to set minimum
 standards for the  staff  at all wastewater  treatment facilities. Operation by a
 qualified operator can reduce  the  chance  of public  health  hazards  and nuisance.
 Many states  have passed  laws that  require  monthly  reports  from  plants; a  certi-
 fied operator is  more  likely to be  capable  of  understanding and completing  these
 reports.   Many states  have  noticed improvement in plant  operation after mandatory
 certification was  started, which  has  resulted  in  less operational   assistance
 requests  of  the  state  agency.

 Plant Owner

      The  major benefit  realized  by the  owner  is  the  protection of  the capital
 Investment,  which results in longer facility life, reduced corrective maintenance
 requirements,  and  lower  operating costs. The  qualified (certified)  operator  is
 more likely  to  understand the benefits   of preventive  maintenance,  which  can
 extend  the life of all  equipment.   He will  also be more  aware  of  the laws  and
 violation penalties.

      There  are indirect  benefits  to the owner such as  improved quality of  the
 receiving stream,  protection of  water supplies,  and general  improvement of  the
 aquatic environment. Finally, the  owner  has a group of qualified people to  choose
 from for  other  positions.

 Plant Employees

     Employee  benefits resulting  from certification  include a  recognized   level
 of  skill  and knowledge,  better defined professional status  and responsibility,
 job  security,  and established  career  service.  These benefits  have  been  reported
 in  those  states  that  have  mandatory  certification requirements as  well  as by
operators obtaining certification  on a voluntary basis.
                                        72

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                                                                        M = Mandatory
                                                                        V = Voluntary
Figure 19.   Certification  requirements.

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TABLE 6.   CERTIFICATION PROGRAM ADMINISTRATION

Wastewater programs
State

Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Administration
-> & tn 3
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Industry
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Certification
Type administered by
Voluntary
Mandatory
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
c
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TRAINING PROGRAMS

     There are  many reasons  for  training wastewater  treatment plant  personnel.
They include  investment protection,  efficient  plant  operation and  maintenance,
and  promoting  a good  self-image.  Today's treatment  facilities are  more  complex
and  difficult  to  operate than  the  majority of  the treatment  plants constructed
prior  to  passage  of PL  92-500.  The  more  complex plants  require  more  skilled
operators to meet  discharge standards.  The  importance of training  operators  has
been analyzed  (23)  in terms of  the amount  spent  on  training  programs  for  those
plants meeting  and  not meeting the design  BOD  removal  criteria.  The  results  of
this analysis,  shown on Figures 20  and  21,  indicate a direct relationship between
the  amount  spent  on  training  and  the number  of treatment  plants meeting  the
criteria. The analysis  shows  that "the average  training  expenditure  was in every
case higher  at the  facilities operating  at or  above the  design level  for  BOD
removal." Other results  of this analysis  were  that the  training  expenditures  at
small  plants  with  satisfactory  treatment  performance  were  twice  those  where
design  removal efficiencies  were  not  reached,  and   that  the average  treatment
plant  performance  improved by  about 24 percent  when the plant  was operated  by
satisfactorily  trained personnel.  The  training  cost as  a  percentage  of salary
budget will  vary  significantly  with the  size of  the plant  and  the  skills  and
abilities of the operators.

     There are  other benefits  from proper  training   of  plant personnel.   These
include avoiding  damage  to expensive  machinery,   the  ability to  troubleshoot  a
plant  and the  ability to fine  tune a  plant for  good treatment at  minimum cost.
There are three types of training:

     •    Preparatory  training  involves  training a  new  recruit   entering  the
          wastewater  treatment  profession.  The training  might take the form of a
          two-year  course  at  an  accredited  community  college  or  vocational
          school. The  course  should provide  the fundamentals of wastewater treat-
          ment  technology.  Preparatory training may  also be  useful for  experi-
          enced operators  wishing  to  improve  their  positions  by  promotion  or
          transfer  to  other plants.

     •    Skill maintenance training is the training  needed to help plant opera-
          tors  maintain skills necessary  to perform  their  work.  This  might take
          the  form  of  on-the-job training  sessions or short  courses at local or
          nearby community  colleges.

     •    Skill improvement training   is  similar  to  the first  training  program
          except it  would  involve  short courses,  correspondence  courses,  and on-
          the-job  training. This  program might  be used to teach existing person-
          nel  how  to  operate  a treatment  facility that  is  being  expanded,  or to
          operate a particular  piece of equipment.

     The methods, aids,  and personnel  used  for  operator  training  are very impor-
tant. A recent  study for  the EPA  evaluated the problems being  experienced at many
wastewater treatment  plants (24).  The  plants  were evaluated  in  detail and items
most commonly  limiting  the  performance of each  plant  were determined and ranked.
The  top ten items are  given here  in Table 7. The  first  four are  related to plant
operation. The study  showed  that  in  many  Instances the problem was  caused  by

                                        75

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        SATISFACTORY
         PERFORMANCE

        UNSATISFACTORY
         PERFORMANCE
        $285
             $115
                           $444
                                     $996
                                          $335
           1 MOD          1-10 MGD
  Source:   Reference  23
                                        10 MGD
  Figure 20.  Average  annual training expenditures.
•

'"


•
         $1.38
$0.65
          (0.94
              iO.84
           1 MGD          1-10 MGD
  Source:   Reference  23
                                       SATISFACTORY
                                        PERFORMANCE
                                        UNSATISFACTORY
                                        PERFORMANCE
                        $0.59
                                          $0.24
                           10 MGD
  Figure 21.  Average  annual training expenditure
               per  $100 salary cost.
                           6

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improper guidance or training.  In  nearly  all  facilities surveyed existing person-
nel had the aptitude to learn how  to  achieve  better  plant performance.


TABLE 7. RANKING OF FACTORS LIMITING  PERFORMANCE  FOR THIRTY EVALUATED FACILITIES


Item
no.
1

2
3
4
5
6
7
8
9
10

Ranking
(total
points)
1

2
3
4
5
6
7
8
9
9



Factor
Operator Application of Concepts
and Testing to Process Control
Sewage Treatment Understanding
Technical Guidance
Process Control Testing
Sludge Wasting Capability
Process Flexibility
Process Controllability
Clarifier (Secondary)
Sludge Treatment
Aerator
No. of
times
cause
occurred
28

20
17
21
18
16
20
11
15
9
No. of
times
cause
ranked #1
6

4
5
0
3
2
0
2
0
2


Total
points
53

42
37
34
33
32
31
21
19
19
On-The-Job-Training

     On-the-job training can  be  a  formal  classroom approach or through individual
instruction as part  of  a normal daily  routine.  The classroom  approach should be
arranged at the end  of  one  shift and the  beginning of  the  next shift in order to
have as many people  as  possible  attending the class.

     The principal  reasons for  training  and, more particularly,  for on-the-job
training include:

     •    To transfer ideas from the design engineer  to the plant staff

     •    To provide information on  specific unit processes used at the plant

     •    To show methods  for optimizing the efficiency of  unit  processes using
          the actual treatment units involved

     •    To provide "hands-on"  training  with feedback at a full scale, operating
          facility

     •    To use  the classroom  and  "hands-on"   approach  to minimize trial-and-
          error plant operation

     •    To increase operator  confidence by giving "hands-on" experience in the
          presence of the instructor
                                        77

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Miscellaneous Training Courses

     There are  several  other  methods available for training wastewater  treatment
plant  operators.  These  include  short  schools;  correspondence  courses;  college
extension  classes;  and  classes at  community  colleges,  vocational schools,  and
special schools offered  by many state agencies.  Many  of the schools offer  con-
tinuing education units  for their  courses.  A certain  number  of  these  units may be
required  for  certification renewal  in  your state. These alternates are  briefly
discussed below.

     •    Short Schools  -  Offered by state pollution control agencies or  univer-
          sities, short  schools are  usually held once per year. They are  usually
          classroom-type courses  taught by  experienced,  certified operators  who
          may also  have  college degrees.  You  should check  with the local  state
          regulatory agency or  local Water Pollution Control Association  to  find
          out about the  courses held  in your area.

     •    Correspondence Courses  - Correspondence courses are completed by  mail.
          The type of course allows  self-pacing  and the  chance  for  the  student to
          test  the  course  material  at his  facilities.  The  student  must  work
          alone,  without  personal  contact  from  an  instructor.   Correspondence
          courses include  those offered by the Water  Pollution Control  Federa-
          tion,  California State University  of  Sacramento,  and   International
          Correspondence School.

     •    College Extension Courses  -  These  courses  are  similar  to  the  short
          schools, but  are offered by  the  extension  division of local  universi-
          ties.  The extension  classes  are  frequently geared  to  more  specialized
          skills and can be taken  for college  credit.

     •    Community Colleges  - The  community  colleges or  two-year schools  that
          serve  your  area  may  offer  a  complete  two-year  associate  degree  in
          wastewater  treatment  plant operation.   These courses  provide  ideal
          training for those people  starting a career  in  the wastewater  treatment
          field.  Part-time or  evening  courses  are  also suitable  for  the  fully
          employed operator.  You should contact  the  local  community college  for
          more Information about these  classes.

     •    Vocational Schools -  One- or  two-day schools  or seminars  are  often held
          throughout each  state.  These  schools  are  put  on  by  state agencies as
          well  as  by the  EPA  and private consultants.  You can get  the  school
          schedules from your  state  pollution  control agency. In some  instances,
          you can arrange to hold  these special  schools  at your  plant.

     •    Local Association Schools  - The  local Water Pollution Control  Associa-
          tion and other such organizations hold  schools for operator  training.
          Information on times  and locations  can  be  obtained from  the  magazines
          or bulletins published by  the local  association or  from  the Association
          secretary.
                                       78

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Selecting a Training Approach

     There are several  factors  to  consider  in deciding which training approach to
use.   You must compare  the  advantages and  disadvantages  of each  approach.  Some
are listed below (25):
Type of Course

On-the-job training
by the use of the
demonstration
approach.
       Advantages
Learning in a practical
situation, trainee can see
and hear the operation.
      Disadvantages
Self-instruction by   Cost/man  hour  is  usually
correspondence course low,  trainees  are actively
or other educational  involved,  instruction is
packages.             self-paced and consistent,
                      and materials  have been
                      pre-tested and their
                      effectiveness  proven.
Classroom approach.
Less time-consuming, more
material can be covered
quickly, fewer inter-
ruptions allow instruc-
tor to pursue objectives,
and the same lecture can
be given to more  than  one
group with little  in-between
preparation.
May be one-way communica-
tion, difficult to set up,
may place heavy demands on
instructor, limited number
of trainees can partici-
pate.

Slow feedback, no instruc-
tor for supplemental guid-
ance, requires high level
of motivation, and can be
difficult to teach "hands-
on" experience because
specific self-instruc-
tional materials are not
always available.

Communication may be one-
way, opportunities for mis-
understanding  information
are great, and lectures
cannot be tailored to  in-
dividual needs and may
lack trainee involvement.
Planning a lecture that
will hold the interest of
the trainees is difficult.
SAFETY PROGRAMS
     A WPCF  Safety Survey  taken  in 1978 (26),  shows  an increasing  trend  in the
injury frequency  at wastewater  treatment plants,  as  can be  seen in  Figure 22.
Figure  23 shows  that  the  injury frequency  rate  increases  sharply  until  the
population served  is about  250,000. The decline for the  larger plants  may be due
to having  a  full-time safety  officer at the  plant.  This information  points out
the need to pay more attention to safety in the small-  to  medium-sized municipal
wastewater treatment plants.  The  following suggestions on how  to  set up a safety
program  and  the  benefits  to  be  derived from them  may be   helpful  to  you  in
assessing your safety needs.

     A good  safety  program at a wastewater  treatment   facility  can  reduce  the
frequency  and  seriousness  of  accidents. A  successful safety  program  must start
with management; it  is up  to  you  to start and  follow  the program.  A good program
will  accomplish  three   goals: reduce   the  total  cost   of  operations,  Increase
                                        79

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5 •
          COLLECTION SYSTEMS
               ALL WASTE WATER WORKS
                                   TREATMENT PLANTS
                           LEGEND

                              ANNUAL AVERAGE

                              LONG TERM TREND: 1967 TO PRESENT
                  1968
                   1970
1972
1974
1976
1978
                                         YEAR
Sources   Reference 25
       Figure 22.   Injury frequency rate  vs.  year.
                                 80

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       0.1
                              10
                                         100
1,000
10,000
                  POPULATION SERVED BY SYSTEM IN THOUSANDS
      Source:   Reference 25
Figure  23.    Injury  frequency rate  vs.  population served by  system.
                                 81

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productivity  (the  level of  utilization),  and provide  a feeling  of  security and
well-being  for  plant  personnel.  Safety is the common  sense  approach to any  task,
but the real key to safety  is  the  individual worker (13).

     At the start  of  the  program,  you should explain it completely, name a person
to be in charge of it,  describe  the advantages of  it,  and  finally, spell out the
responsibilities of each  individual. At smaller  treatment  plants, you may be the
supervisor  and, therefore,  have  the  complete responsibility  for  directing the
safety program. You should  encourage the plant  staff  to take a  course in safety
and first aid taught  by a qualified safety  engineer and  first  aid instructor. An
outside safety  consultant  should  be hired  about  once  a year  to check  on your
safety program. This  person should also make  periodic  checks  of  operational pro-
cedures and report any  safety  hazards or  areas in need of improvement. The safety
engineer or technician  should  also establish a set of  safety  rules for each part
of the plant.

     After  the  safety program has been prepared  you  should have regular safety
meetings at the plant.  These meetings should  be held  monthly,  or  more  often,
depending on the potential  hazards at the plant. The meetings  should  be 10 to 30
minutes long  and  the  employees   should  be  encouraged  to  actively  participate.
You should  have the meetings  at  the beginning or  end of a shift,  but always on
paid time  to  indicate  the   importance  you  place  on the  program. Films  on safe
driving, slips and falls, gases, danger of  fires, etc., are very  helpful instruc-
tional aids.

     You have  the  primary  responsibility  for safety at  your  treatment facility.
It covers four major areas  (27):

     •    Providing a safe  place to  work

     •    Providing safe equipment and  tools

     •    Hiring  only  qualified  personnel,  or   personnel  with  an interest and
          aptitude for  learning

     •    Training workers  for job skills  as well as  safety precautions

     Some safety features of the plant  that  must  be maintained are:

     •    A minimum of two employees  should be  assigned   for any work' that is
          potentially  dangerous  such  as  manhole  inspections, machinery mainte-
          nance, etc.

     •    Handrails should  be  provided  around all basins and openings.

     •    All stairs, walkways,  and platforms should be  free  of  grease, oil, and
          debris,   and well  lighted.

     •    Adequate  ventilation  systems  should  be  provided  for  all  enclosed
          spaces.
             •
     •    Life  preservers  and throwlines   should  be  provided  adjacent  to all
          basins,  ponds, and lagoons.
                                        82

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     •    Protective guards should be provided on all rotating machinery*

     •    Protective guards  and handrails which  can be  removed for  maintenance
          should be replaced af.ter maintenance work  is complete.

     •    Where flammable gases may be present, explosion-proof  electrical  equip-
          ment  should  be  provided  and  all  bolts,  gaskets,  globes  and  guards
          should be intact.

     •    Carbon dioxide fire  extinguishers  should  be provided  adjacent  to  motor
          control centers and automatic control systems.

     •    Signs should be provided at  the  entrance  of all wet wells  and  rooms in
          which toxic or flammable gases may  be present.

     •    Instrumentation for  the  detection  of toxic and flammable  gases and low
          oxygen levels should  be provided and  should be  operational.

     •    All  boats  at lagoons  should be provided  with a  life jacket  for each
          person.

     •    All  vehicles  should be  equipped  with appropriate   safety  equipment,
          including lights,  horns, windshield washers,  and fire extinguishers.

     •    Pressure  vessels  should  be  operated within  their  design  rating and
          should have a pressure relief  valve.

     •    Ear  muffs  should  be  provided at  the  entrances  of  all rooms  that are
          excessively noisy.

     A list of minimum recommended  safety equipment is given in Table 8.

     After a  new  employee has  been  hired, you must be sure that  he is given  the
proper training  in both the  work  skill for  the  position and  in  the safety  pro-
gram. This will greatly  reduce the  chance of accidents.

     In  case  of  accident, the  immediate supervisor  and  safety officer  should  be
informed. The  supevisor  should investigate  each  accident thoroughly and  complete
an  accident  report  similar  to the  one  shown  on  Figure  24.  In   the  event  an
employee  needs medical  attention,  he  should  be  taken  to a  specified  doctor,
clinic,  or hospital.  The accident report  should  show the doctor's name  and diag-
nosis, the cause  of  the  accident,  and what has been done to prevent  it  from hap-
pening again.. The  information on these  forms can  be  used to  prepare a  monthly
summary  of all accidents.  A form such as the one shown on Figure 25 can  be used.
     should review  these  reports to find ways of decreasing  accidents.
                                        83

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              TABLE  8.  MINIMUM RECOMMENDED SAFETY EQUIPMENT FOR
                        WASTEWATER WORKS  PERSONNEL
            Equipment
              Use
Portable air blower  (gas motor  or
electric motor operated)

Electric explosion-proof lantern
Safety harness
Hose mask with hand blower and
50-ft hose
Two self-contained air packs for
plants using chlorine
Ventilating manholes and other enclosed
subterraneous structures

Illumination in tanks or sewers where
gas may be present

For workers entering deep manholes or
tanks

Respiratory protection in all gas and
vapor atmospheres including oxygen
deficiency

Respiratory protection against chlorine
gas leaks
                                       84

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                               CITY OF PORT ARTHUR               No.	
                           SUPERVISOR'S ACCIDENT REPORT
                                                                          A.M.
Name of Injured	Date of Injury	Time	P.M.
Department_	 Division   	
Location	Occupation__	
Doctor	 Hospital	 Estimated  Lost Time_
Describe the Injury	
Describe fully how accident happened,  and what employee was doing when  injured:
CAUSES OF ACCIDENT
Unsafe Equipment	Unsafe Conditions	Unsafe Act
Explain the above:	
What has been done to prevent a recurrence of this type of accident?_
Witnesses:
Reported by:
Approved by Dept. Head
Approved by city Manager

Source:  Reference 13
                  Figure 24.    Supervisor's  accident report form.
                                     85

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                                       CITY OF PORT ARTHUR MONTHLY ACCIDENT SUMMARY
00

Department & Divisions
General Government:
City Manager
City Secretary
City Attorney
Finance
Tax
Personnel
Inspection & Permits
Public Safety:
Police
Fire
Civil Defense
Health:
Electrical :
Public Works:
Engineering
Street Maintenance
Street Construction
Urban Renewal
Drainage
Bridge
Sanitation
Administration
Parks & Recreation:
Library:
Water & Sewer:
Water Office
Water
Sewer
rOTALS
THIS MONTH
Man Hrs
Worked






























Minor
Ace.






























L.T.
Ace.






























Days
Lost






























Fre-
quency






























Sever-
ity






























c
Man Hrs
Worked






























tJMULA1!
Minor
Ace.






























IVE I
L.T.
Ace.






























HIS ^
Days
Lost






























•EAR
Fre-
quency































Sever-
ity






























             Source:  Reference 13
                                       Figure  25.    Monthly accident  summary  form.

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["9  EMPLOYEE RELATIONS  |
     RECRUITING
     NEW EMPLOYEES
      — Application
        forms
      - Interviews
      - References
      - Conditional
        period
    COMMUNICATIONS
     SALARY & BENEFIT
     JTRUCTURE
      - Must be
        competitive
      • Written policy manual
      • Day-to-day contact
      • Performance
        evaluations
          -Example form
          -Private interview
       PERSONNEL RECORDS
           Application forms
           Interview notes
           Salary records
           Vacation and sick
           leave records
                                  1
      MOTIVATION

       —  Individual
          needs
       —  Recognition
       -  Positive
          leadership
ABSENTEEISM
~  Set a good example
-  Require medical
   certification o f
   illness
-  Accumulate unused
   sick leave
     PROMOTION
     POLICIES
      - Merit not
        seniority
COLLECTIVE BARGAINING &
CONTRACT ADMINISTRATION
 — Uriiori negotiating
 - Employee grievances
 ~ Labor contracts

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                                     SECTION 8
                                EMPLOYEE RELATIONS
RECRUITING NEW EMPLOYEES
     Staffing  a plant with well-trained  employees  with high morale  and a desire
to do a good job will get  the  most out of your plant (18).

     Good  recruitment and  selection of employees is a key to successful operation
and maintenance. You must  remember that  sewage  treatment  plant employment is not
attractive  to  most  people  unless  there  is no other  source  of  similar employment
or the salaries being offered  are  comparatively high. A survey (29) found that in
half  of  the wastewater treatment  plants studied,  it was  difficult  to  recruit
people* Notices and  advertisements announcing the job openings should stress pos-
itive  aspects   such  as  the  technical  challenges,   the  chance  for  training and
advancement, fringe  benefits,  the  steady nature of  the work,  and salaries.  Good
salaries  are  a key,  of  course,   in  attracting  personnel.  Poor salaries  make
recruiting  good personnel  difficult.

     In planning  and  implementing a  recruitment  program, you must  consider the
requirements of affirmative  action hiring.  If  you do not  have  an affirmative
action program, you  should look into  developing and  implementing one.  The  first
step is to  examine your recruitment and  hiring  policies to  see how they might be
changed if  they are  not in compliance with  the  Equal Employment Opportunity Com-
mission (EEOC) guidelines. You  should then  adopt  measures  to make  up  for  past
weakness and promote equitable hiring  practices. Remember, however,  it is crucial
that your  staff be  properly qualified for the  jobs they hold. Underqualification
or overqualification can present serious  operating problems.

     The first step  in hiring is  to have the  applicant  fill  out an application
form. Your community  may  already   have developed a  form  which you  can  use  with
little change.  It should include a work history, references, and  educational sum-
mary. You  must recognize  that some applicants  will  exaggerate  their qualifica-
tions. The  application form should state that  false statements  are grounds for
discharge.  When this warning  is  printed  on application  blanks, it tends to  mini-
mize such statements;  it also  provides a  sound basis for discharge.

     Applicants typically  give people  who are especially  friendly to  them as ref-
erences. You should  talk with an  applicant's former employers and  also with his
references  in  person or by telephone.  These  persons will  be more  frank and honest
in a confidential personal conversation than they will In general letters of ref-
erence. Many bad personnel selections  have been made by accepting the statements
on applications, in  reference  letters,  and in interviews at face value.

     The best  of  the  applicants  are  usually interviewed.  Interviews offer  some
hazards because of possible  prejudice  on the part  of the  interviewer, whether it
be the color of the  skin,  the sex of  the person,  the way he  looks  or  talks,  or
something else.

                                        87

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     One  method of  selecting employees  is the  use of  an examination  on basic
mathematics, mechanical  aptitude,  and general  intelligence coupled with a medical
examination.  Experience  (30) has  shown  that  most people  recruited  with this
approach  show good  interest  in their jobs.  You should work with your city's civil
service personnel  to set up appropriate  testing procedures.  If  you  don't have a
civil  service department,  contact a  nearby city or  your  Water Pollution Control
Association for  example  exams.

     Even  a good,  honest,  and complete  evaluation of an  applicant  is no substi-
tute for  personal experience  with  the individual. A period of  trial or probation-
ary employment  gives you the  chance to measure  the employee's ability.   If the
employee  proves  inadequate,  he should be dismissed or assigned to a more  suitable
position.

     In the event an  employee  leaves, you should have an exit  interview with him.
This will be  useful  to  you in  finding out why he's  leaving and  determine any
problems  he sees with his job  and  your management policies.  It is useful for the
employee  since  he  will get  a  final   evaluation  of  his performance.  Every effort
should be  taken  to see that  both of  you remain calm and unemotional, but  frank.

COMMUNICATIONS

Employee Manual

     You  should  have a manual for  your employees which  has  written  policies on
sick leave,  vacation, training,  insurance, holidays,  etc.  The manual  need not
be elaborate.  However, it is  important to give written personnel policies to all
employees.

Day-to-Day Contacts

     Keep  in mind the following  general guidelines  (31)  in your day-to-day deal-
ing with your staff:

     •     People need to  feel significant.  They  need to  belong;  they need secu-
           rity and  opportunity.  When  you  help people  meet these needs,  you are
           being  a good  manager.  It  is not  enough to  feel these  things  - action
          must reflect attitude.

     •     Use praise  and sincere appreciation  rather than criticism.

     •    Know and be known  by your  people -  let your  actions honestly represent
          your attitudes.

     •     Stress advantages, not punishment and penalties.

     •    Learn to listen as well as  to talk.  If you are  getting a negative reac-
           tion from your listeners,  change  your approach.

     •    Maintain self-control.
                                        88

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      •    Repeat   directions  and  explanations  until  they  are  remembered  and
           understood.

      •    Encourage  employees to discuss their problems with their supervisor.

Performance  Evaluations
     A good evaluation of performance  of each employee  is  important*  A regular,
formal review of  performance  can be  a  good  communication and  management  tool*
Many managers  don't  like  this  task,  but it can be of value if properly used.

     The  goals of performance evaluation include:  improved  employee performance,
motivation,  and  morale; employee development; better supervisor-employee communi-
cations;  and  good basis  for  assignments,  promotion,  merit  increases,  layoff,
transfer,  and  the like.   Other benefits include discovering areas in which  train-
ing is needed, and finding all of the  employee skills  and talents*   Some general
points to  keep in mind on performance  appraisals  are:

     •    Performance refers  to  what  an  employee  has  done  or is  doing.   Don't
           guess  about what  the  employee  might be  capable  of  doing or  what you
           would  like him or her  to  do.  Performance is  on-the-job  behavior that
           can  be recorded and  evaluated.

     •    Evaluation is measuring what  a person  does  in  relationship  to what  he
           is supposed to  do  in his job.

     •    Potential  is an estimate  of how a  person  will perform in  a new  posi-
           tion.  It is based  on accurate records of past and present performance.

     •    Don't  confuse performance with personality  unless you can show  that  a
           personality trait, or its absence, affects performance*

     •    Measure what is accomplished  rather  than how it is  accomplished.  Dif-
           ferent people achieve results  in different ways,  and the  result  is what
           counts.  If a method  is unsafe, however,  it must not  be  permitted.

     •    Single out  the  key  factors  which make  the difference  between superior
           and  average performance.  Poor self-discipline, for  example, may  make a
           person unsuitable for certain assignments,  even  though  he  or  she  is
           good in other respects.

     •    Make certain that the  evaluator does not  let  prejudices  influence  his
           judgments.  This is  no easy  task.  All people  are affected  by  certain
           characteristics, mannerisms,  or physical aspects of other  people.   By
           concentrating on results, prejudices will  be less likely to affect  the
           evaluation.

     •    Always think of performance.  One-time  errors  or achievements will  be
           less likely to  distort long-term evaluation.

     •    Keep ratings private.


                                        89

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     Many  different  types  of forms  have  been  developed  for  use  in  performance
appraisals.   Table 9 is  an example form.

     The following steps are involved in an effective appraisal  (32).

     Before  you discuss  the  review with the  employee,  collect  facts  and make  a
careful  appraisal.  When  you list  areas  in  which  the  employee  is  weak,   give
specific  examples.  For  example,  if  you feel  he lacks  initiative, be  ready  to
point  out  instances  where he failed  to show  initiative. Simply  telling him  he
needs  more  initiative will be of  little help to him.  In  making your  evaluation,
you  should  ask yourself  if  you  have done all  you  can  to  help the employee  do  a
good job.

     The next step in preparing for  the interview  is to  decide  what you want  to
accomplish.  Do you want  to help the  employee understand  what  his  faults are  and
why  he  should correct them?  Do you  want to  let him know  how effective he is  and
that you are  thinking of giving  him added responsibility? Do you want to get  him
to agree with you on specific steps  for his own improvement?  Knowing your  basic
aim will enable you to  organize your remarks more  effectively.  In  planning  what
you're  going  to  say,  consider his  personality and  try to  use  an approach  that
will put him  at  ease.

     The interview should be conducted  in private.   Make  sure that you  will  not
be interrupted by phone  calls or visitors.

     Use an  informal tone and emphasize that  the purpose  of the interview  is  to
help the employee help himself.    Ask  the  employee  how  he  is coming along on the
job and what  problems or obstacles he feels he  has.   Encouraging him  to  talk may
help him understand  his  position  better and it will help  you understand  his  atti-
tudes  and  outlook.   Let  him know you  are  interested in  what  he is saying.  Here
are a  few pointers on being  a good listener:

     •    Listen attentively so  he  feels  you are eager  to understand every  word
          he  says.

     •    Nod or say "I  see" or  "I get what  you mean" from time  to  time.   This
          will encourage him to  keep on talking.

     •    When he has finished  talking, summarize what  he  has  said.   Then  give
          him time to make corrections or additions.

     What the employee tells you may force you to make  some  changes  in your  eval-
uation  of  his performance.  Some  problems   that  you  were  unaware of  may  have
affected his  work. Do not launch into your appraisal without considering  what you
have just learned.

     Discuss  the  employee's  strong points early in  the interview.    Mention  exam-
ples of  outstanding  performance that  you have  observed.   Encourage him to  keep
working on his stronger  characteristics.

     //hen reviewing  weak areas,  discuss only weaknesses for  which  you  can provide
examples. Without examples,  the  employee  may  feel that  you are  being  unfair.

                                        90

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	TABLE 9.   ILLUSTRATIVE  PERSONNEL PERFORMANCE EVALUATION FORM

Name:	Date:	
                                                         Date of Entry
Job Title:               	Into Present Job:
Organization
Name and  title of person making  performance  appraisal:
                       MAJOR  CATEGORIES (FROM LOW TO HIGH)

Job Knowledge:  the  information  on  work duties which an employee should know
for a satisfactory job performance.

     Poorly  informed about  work  duties
^^ Lacks knowledge of  some  phases  of  work
     Moderately informed; can answer most  common questions
     Understands almost  all phases  of work
     Has complete mastery of  job

Quality of Work:  doing  work  that meets or exceeds quality standards.
     Usually  below minimum  acceptable quality
~~~~ Often below minimum acceptable quality
3^2 Acceptable quality  most  of  the time
	 Often above acceptable quality
     High quality work consistently exceeds acceptable standards

Quantity of Work:  the amount of work an individual does in a normal day.

	 Does not meet minimum  requirements
~^^_ Does just enough to get  by
	 Volume of work  is satisfactory
     Very industrious; does more than is required
     Superior work production record

Stability:  the ability  to  withstand pressure and to remain calm in a crisis
situation.

	 Goes "to pieces" under pressure; is "jumpy" and nervous
~^2. Occasionally "blows up"  under pressure; is easily irritated
    ' Has average tolerance  for crises; usually remains calm
     Tolerates most  pressure; likes crises more than the average person
     Thrives  under pressure;  really enjoys solving problems
                                        91

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 TABLE 9. (Continued)
 Accuracy:  the correctness of work duties carried out

 	 Makes many and frequent errors
 	Makes recurrent errors; is generally careless
 	 Usually accurate; makes only a limited number of mistakes
 	 Is exact and precise most of the time; requires little supervision
 	 Is almost always accurate; requires absolute minimum of supervison
 Alertness:   the ability to meet changing conditions and to solve new problem
 situations, and to grasp instructions.

 	 Slow to grasp a situation
 	 Requires extensive and detailed instructions and explanations
 	 Grasps instructions with average ability
 	 Usually quick to understand and learn
 	 Exceptionally keen and alert

 Creativity:  the capacity for having new ideas for finding new and better ways
 of  doing things and for being imaginative.

 	 Rarely has a new idea; unimaginative
 	 Occasionally comes up with a new idea
 	 Has average imagination; has reasonable number of new ideas
 	 Frequently suggests new ways of doing things; is very imaginative
 	 Continually seeks new and better ways of doing things
 Dependability:   the  ability to do assigned jobs well with a minimum of direction;
 reliability.

	 Requires  close  supervision;  is unreliable
	 Sometimes  requires  prompting
	 Usually  takes care  of necessary tasks and completes with reasonable
     promptness
	 Requires  little supervision; is reliable
	 Requires  absolute minimum supervision; highly reliable
Drive:   the  desire  to  attain objectives and to achieve assignments.

	 Has poorly  defined  goals and acts without purpose; puts forth little or not
     effort
	 Sets goals  too low;  does little to achieve
	 Has satisfactory  goals  and  usually acts to reach them
	 Strives hard;  has high  desire to achieve
	 Sets high goals and  strives to reach these
                                        92

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 TABLE 9.   (Continued)
 Courtesy:   the  polite attention an Individual gives to fellow workers, superiors,
 and  to other people*

	 Discourteous and sometimes antagonistic
	 Sometimes  tactless,  thoughtless,  or too blunt
	 Agreeable  and pleasant under most situations
	 Almost always very polite and willing to help
	 Inspiring  to others  in being regularly courteous and pleasant in work
      relationships

 Sociability: the friendliness and warmth which an individual imparts in his
 attitude  toward customers,  other employees, his supervisor and the persons he
 may  supervise.

	 Distant and aloof; these qualities adversely affect work
	 Approachable; friendly once known by others
	 Warm,  friendly,  and  sociable most of the time
	 Sociable and out-going
	 Extremely  sociable;  excellent at  establishing good will
Personality:   an  individual's behavior characteristics or his personal
suitability  for  the  job.

	 Personality  is  unsatisfactory for this job
	 Personality  is  questionable  for this job
	 Personality  is  satisfactory  for this job
	 Desirable personality  for this job
	 Outstanding  personality for  this job
Personal Appearance:   the  personal impression an individual makes on others.
(Consider cleanliness,  grooming,  neatness,  and appropriatness of dress, if these
are relevant  to  this  job.)

	 Very untidy or poor  taste  in dress
     Sometimes untidy and  careless about personal appearance
	 Generally neat and clean;  satisfactory personal appearance
	 Careful  about personal  appearance; good taste in dress
	 Unusually well groomed;  very neat; excellent taste in dress

Physical Fitness:  the  ability  to work consistently and with only moderate
fatigue.  (Also  consider and  weigh physical alertness and energy.)

	 Tires easily; low  on  energy
     Frequently  tires and  is  slow
^^ Meets physical and energy  job requirements
	 Energetic;  seldom  tires
     Excellent health;  little fatigue;  highly energetic
                                        93

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TABLE  9.   (Continued)
Attendance:   frequency  and  punctuality in coming to work,  conforming to work
hours, and not  abusing  sick leave.

	 Often absent  without good  excuse  and/or frequently reports for work late
	 Lax  in attendance  and/or reporting for work on time
	 Usually  present  and on time
	 Very prompt;  regular in attendance
	 Always regular and prompt; volunteers for overtime when needed; highly
     conscientious about attendance  and punctuality
Housekeeping:   the orderliness  and  cleanliness in which an Individual keeps his
work area.

	 Disorderly or untidy
	 Some tendency to  be careless and  untidy
	 Ordinarily keeps  work  area fairly neat and clean
	 Conscientious about neatness and  cleanliness; above average
	Unusually  neat, clean,  and orderly;  outstanding

Overall Evaluation:  in comparison  with other employees with the same length of
service on  this job.

	 Definitely unsatisfactory  and  far below average
	 Substandard but making  progress
	 Doing  an average  job;  satisfactory performance
	 Definitely above  average
	 Outstanding

                                 SPECIFIC COMMENTS

Major points, subjects, or  areas for improvement are:

1.
2.
3.
4.

These can be strengthened by doing  the following:

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TABLE 9.  (Continued)
Major strong points are:

1.
2.
3.
4.

These can be used more effectively  by doing the  following:
RATED BY
                      (NAME)                                 (DATE)

A copy of this report  has  been discussed with me and has been given to me.

( EMPLOYEE' S SIGNATURE )	DATE	
If the employee disagrees  with this rating in any way, he will note specifically
the points of difference,  attach a sheet, and sign it.
                                        95

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 Don't make  unfavorable  comparisons with  the  work of  others,  don't  blame  the
 employee for poor performance, and  don't talk  down  to  him.

      Before you offer any suggestions  for  improving performance,  ask the  employee
 for his ideas.  If  he has none,  put your  suggestions  in the form of a question:
 "Do you think you could do a better  job if...?"  or  "Is  there anything I can do to
 help you?"  When he  has  agreed with you on  the  steps  to be taken,  tell  him what
 standards  you want him to meet and how you  will  measure achievement.  Be  sure he
 feels they are reasonable.

      In ending the  interview, review the points  that have  been  made  and encourage
 the employee to summarize them in his  own words. Assure him that you  are inter-
 ested in his progress and tell him you are ready  to talk to him at any  time.

      If  the  employee is  cooperative  and  you  have handled the  interview  with
 skill,  everything should  go smoothly. Occasionally,  however, an employee  may give
 you a hard  time. He  may  be  angry when he hears  your  appraisal  of  his work.  At
 such times, do  not become emotionally involved.  Renain calm.  Do not  attempt  to
 force him  to agree with  you.  If he  starts to  argue with  you,  it is best  to  end
 the interview.

      No  matter how  well you conduct the interview,  you must follow through after-
 wards.  After you have worked  out  an improvement  plan with an employee, make  a
 point to see  how he   is  doing. Praise him for any progress he  has made.  If  he
 still  has   difficulties,  try  another  approach.  Unless   you  follow  through,
 employees  may decide   that the  interviews  do  not mean much  and  they  will  be less
 cooperative  the  next  time.

 PERSONNEL  RECORDS

      An  elaborate set of  personnel  records and  forms is not needed,  but  there is
 certain  information on each employee that  should be kept  as part of a permanent
 record:

           Original  application form
           Your notes  from the initial interview
           Insurance and tax  forms
           Performance appraisal forms
           Salary history
           Sick leave  and  vacation history
          Training  and/or certification achievements
          Notes  from  an exit interview if the employee leaves for  any reason

 SALARY AND  BENEFIT  STRUCTURE

      In  order to attract and  retain good  people,  it is necesary  to have a com-
 petitive salary  and  benefit  structure. If you are  part of  a  municipal  govern-
ment, the  general structure may  be city-wide. A  separate  wastewater utility  has
more direct  control over  the  structure.

     The WPCF conducts a  national survey of salaries and fringe benefits  of  water
 pollution control facilities personnel every two  years.  The survey  is  summarized

                                        96

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 in "Deeds and Data" (33), and  the  full  report  ("Personnel  Advancement Committee's
 Wastewater  Treatment  Facilities  Salary and  Fringe  Benefits  Survey")  may  be
 ordered from the WPCF. Among  the fringe benefits studied  in  the  survey are vaca-
 tion  time,   holidays,  sick  leave,  sick  leave  carryover,  vacation  carryover,
 retirement pension programs,  health insurance, surgical insurance,  major  medical
 insurance, life  insurance,  types of working  agreements  (union, non-union,  civil
 service),  educational expenses,  technical  organization  membership  dues,  work
 clothes expense, etc.

      Your review of the WPCF survey will provide  an  estimate  of competitive sala-
 ries and fringe benefits in wastewater  treatment  facilities similar  to  yours.  You
 must also, of course, be aware  of  the  salary and fringe benefits of  local  indus-
 tries which may compete for the  same type of personnel you seek.

      Document your  arguments  if you find  that  your  salary  and  fringe  benefit
 structure is not  competitive.  This documented case should  then  be  presented  to
 your governing board. If an effective public relations program has  resulted in an
 educated board and public, a well documented problem will  have a  better chance of
 being resolved.  Without documentation and  education, an inadequate  salary  struc-
 ture is likely to persist and  result  in maintenance costs which might  be  higher
 than if salaries are  competitive.

 MOTIVATION

      You can use  your  position  to improve  motivation  of  your staff.  First,  you
 must recognize the aspects of  work that most  people consider important. Accord-
 ing  to a U.S. Department of Labor  survey (34),  the  eight  most important  factors
 in order of  performance are:

      1.    Interesting work
      2.    Enough help and  equipment to get the job done
      3.    Enough information  to get the job done
      4.    Enough authority to get the job done
      5.    Good  pay
      6.    Opportunity to  develop special abilities
      7.    Job security
      8.    Seeing  the  results  of one's work

      Of  course,  each  individual has his  own set of needs.  Status may  be  important
 to one but not to another. You  should  recognize the needs of each individual  in
 deciding how  to motivate him.

      Many  studies  have shown  that workers want  to  feel  important* Remember  these
needs  and  try to meet them.  People want  to  be treated as  individuals;  they want
 to know that  they and their work are  important;  and may want  to  have more  chal-
lenging  work. These are important needs  (35).

     Motivation  studies  have  found that higher  pay  usually motivates individuals
for a  period  of  time,  but  then  it loses  force without even more economic rewards.
In time, economic  rewards are  taken for  granted.  Still, even if  their effect  is
only  for a short  period,  such incentives will continue to  play a strong motivat-
ing role, for inadequate pay causes worker  dissatisfaction.

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     As part  of  a public utility, you don't  have  much freedom to  use  pay raises
as  incentives.   You must  use  other  ways to  reward  workers such  as  certificates
and  letters  of  recommendation,  testimonial  dinners,  or  public   recognition  for
outstanding job  performance.   The average  individual likes recognition.

     Your  leadership  characteristics will  be  a strong factor  In  determining  the
motivation of your  staff.  The  following comparison  (34)  of  positive  and negative
leadership characteristics will provide some  practical  guidance  to  you In terms
of motivating your  staff:
4.
5.
     Positive Leadership Action _

     Consistency.  The able leader  is
     consistent in his behavior  pat-
     tern. For example, he is not warm
     and friendly one day and cold  and
     distant the next; a tough and
     then an easy disciplinarian.   He
     knows that people like to know
     what behavior to expect.
                                             Negative Leadership Action	

                                             Inconsistency.  People do not know
                                             how to react when a leader varies
                                             his behavior pattern widely. If he
                                             is a firm disciplinarian on one
                                             occasion and soft on another, he
                                             will confuse his staff and cause
                                             hard feelings.
    Friendliness.  He  does  not  overdo   2.   Aloofness.  People like to have
                                             their boss act in a friendly,
                                             informal manner towards them.  The
     friendliness. Genuine friendliness
     means neither over-familiarly
     nor an attempt to win a cheap
     popularity.  It Is a sincere
     liking of people.

     An Individual approach.  The good    3.
     leader tailors his approach to
     each person on an individual basis.
     He knows that what works well with
     one person may not go over with
     another. He studies each individual
     who is assigned to him so that he
     knows well how he acts and reacts.
     For a leader to influence people in
     a highly successful way, he must
     treat each differently.

     A good listener.  When someone is    4.
     talking to him, the leader is
     alert and shows It. He concen-
     trates on what the speaker is say-
     ing.  He knows something about
     listening skills in man-to-man
     communications .

     A prompt disciplinarian. The com-    5.
     petent leader knows that he should
     .apply disciplinary action as soon
                                             manager who rarely says a friendly
                                             word is rarely liked and is often
                                             not trusted.

                                             A standard approach to dealing with
                                             people.  This approach gives little
                                             or no consideration to the differ-
                                             ences in individuals.
A poor listener. This  person  has
never learned how  to listen.   He
is a poor communicator because he
is a bad receiver.
A procrastinator in matters  of
discipline.  Long delays  in
applying needed disciplinary
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    Positive Leadership Action
                                        Negative Leadership Action
7.
8.
    as possible for maximum effective-
    ness and consistency of action.  He
    also makes his action impersonal.

    Straightforwardness-openness. A
    good leader gives an individual
    a straight answer or he refuses
    comments if he cannot give  such
    an answer.  This does not mean,
    however, that he is blindly blunt
    or that he is undiplomatic.  But
    he does not manipulate the  truth
    to serve his own purposes.
Supports his staff.  The strong
leader builds loyalty by giving
solid and consistent support  to
his staff.  They know they can
count on him in tough situations
even at the risk of his own
position.
Gives credit when credit is  due.
The strong confident leader  always
seeks to give his staff and  others
credit for achievements.  He makes
it a point to always acknowledge
their contributions.  He is  gener-
ous in sharing credit'even when he
himself is mainly responsible for
an accomplishment.

Provides opportunities for growth
and development. The alert leader
is always looking for ways in
which he can help individuals to
develop and advance.  He is  not
only highly receptive to training,
but actively promotes it.
action cause it to lose some of its
effectiveness and often awakens
deep resentment in the individual.

Deviousness.  Some individuals
almost always act in a devious
manner.  One is never certain
whether they are telling the
whole truth or partial truths.
One never knows what underlying
purpose they have in mind.  They
are often schemers whose actions
are either unethical or lie in
that gray zone between ethical and
unethical conduct.  Once a leader
gets a reputation as a devious per-
son, he is not trusted.

Wishy-washy in his support of
staff.  There are few patterns
of leadership action that hurt
morale and damage loyalty more
than taking a wishy-washy, non-
commital stand.  Besides weakening
loyalty, the staff will avoid
necessary risks if they  think
that their leader will not
support them.

Hogs the credit or falsely  takes
credit.  Some  individuals who
hold managerial positions are
very stingy in acknowledging  the
contributions of others.  This
type not only  creates  resentment'
but kills initiative.
                                             Takes little or no interest in
                                             the growth and development of the
                                             staff.  He is indifferent.  His
                                             interest is sometimes solely the
                                             job, not people.  To this individ-
                                             ual, training is largely a waste of
                                             of time and money.
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     Positive Leadership  Action
Negative Leadership Action
10.  A cooperator and  team player.  The    J.
     competent  leader  knows that coop-
     eration and teamwork  are
     essential  for  organizational
     effectiveness  and accomplishment
     of objectives.  Although he  does
     not compromise  his  principles,
     he does try to  find common
     grounds for acceptable compro-
     mises in areas  of differences.

11.  Receptive  to new  ideas.   The       LI.
     leader is  willing to  look at a
     new idea on its merits.   His
     people know that  he welcomes new
     ideas, will try to  evaluate them
     carefully  and impartially,  and
     will try to put them  into effect
     if they are worthwhile. As  a
     result he  creates a positive
     climate for new ideas  within
     his organization.

12.  An innovator. The modern  leader    12.
     knows that he must  not only be
     receptive  to new  ideas but  must
     find and apply new  approaches
     and techniques.

13.  Recognizes and praises good work   13.
     and outstanding accomplishments.
     The leader knows  that  people both
     need and want recognition as indi-
     viduals and acknowledgement of
     good work.

14.  A firm stand.  The  strong leader   14.
     takes a stand on  issues.  He is
     not blindly stubborn  but  holds
     fast to his position  when he
     thinks he  is right.
15.   Objectivity.  The good leader       15.
     tries to minimize his bias  and
     to deal with issues and people
     in an objective way.
A loner. This person  is  so much  of
an individualist  that  he  cannot
act as a good team member, nor does
he know how to compromise when com-
promise is essential.
Negative toward new ideas.   He  has
a constantly negative  attitude
toward ideas.  His first  reaction
almost always is, "It  won't  work."
He is basically a negative  person.
Sometimes he is a jealous person
who does not want anyone  to  receive
credit for something new.
A standpatter.  This  person  is  the
type who says,  "The method has
worked O.K. for the past  fifteen
years.  Why should we  change  now?"
Indifferent. Rarely  utters  a word
of praise or looks at  people as
individuals, but  is  often quick
to critic  i.  Basically,  this
person d     iOt like people.
Rarely takes a strong  stand.  This
individual wants always  to  be on
the winning or the  popular  side.
He wets his finger  and holds  it
up to see which way the  wind  is
blowing.  Gets the  reputation as
an opportunist.
Lets personal bias, likes, and  dis-
likes unduly influence him.   Some-
times he actually takes  pride in
his prejudices.
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ABSENTEEISM

     Absenteeism  by  people who are not  sick can upset  the  operation and mainte-
nance of your  system and  undermine the moral of those staff members who  report  to
work regularly. Some employees  believe that they have the right to use sick leave
for additional paid  time  off.  Such  absences are  annoying, increase  costs,  and
upset  other  staff  members.  Increasing  the size  of  the   staff  to  cover  these
absences is  uneconomical  and  foolish. Many approaches  have  been taken to curb
unjustified  absences (30).  The degree  of  success  of  each approach  depends   on
staff attitudes,  the firmness with which the approach was applied, the support  of
the policy makers, and where  they  are involved,  the unions.

     Various techniques can be  used to curb absenteeism.

     •    The  supervisor  must  set  an example by coming  to  work  regularly and   on
          time.

     •    Any  unauthorized absence must be  reported  at  least  two  hours  prior   to
          the  scheduled start of a shift.   Failure  results  in loss of pay or
          suspension.

     •    An employee absent two  or  more  days  in  a  row must  present a medical
          certificate before returning to  work.

     •    Spot checks  should  be made  by having  a  supervisor  or  physician  visit
          the  home of the  chronically absent employee. If he is not found at home
          or does not  have an adequate  excuse,  he  should be  reprimanded  and
          cautioned  that a repetition could result  in a suspension with a loss   in
          pay  or possible  dismissal.

     •    Require a  medical  certificate  for each  leave,   with  or without  pay,
          taken by an employee whose record shows  frequent absences.   Further,
          penalize his service  record  by adjusting  for absences.   This particular
          technique  is  important  because  the   good   worker will  not develop  a
          "taken for a sucker"  attitude.

     •    Permit the accumulation  of  unused sick leave  time up to sixty or more
          days  with  the  understanding that  this accumulated time  would  be  added
          to  an employee's terminal leave  upon  retirement,  or  paid to his estate
          upon  his death.

     •    Establish a policy to provide additional  paid sick time where an excel-
          lent  attendance  record has  been maintained  and the work performance  has
          been  satisfactory.

     •    Experience  has  show  that when  the last  two items are properly publi-
         cized they are  effective in reducing  absenteeism.   They overcome the
         employee's  fear  that  he  may lose accumulated  sick leave credit.   The
         knowledge that additional sick  leave  may  be granted  during  a long  ill-
         ness  serves  as  an  incentive to  accumulate  sick  leave  credit and  to
         maintain a  satisfactory  performance record.


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 PROMOTION  POLICIES

      In  every  organization,  a major factor  in  maintaining employee morale is the
 promotional  system.  It should  be  fair and  impartial.  There are  few things that
 discourage an  ambitious  and  competent  person more than to believe  that the system
 of  promotion  is  unfair  and  not merit-oriented.  He will often  seek employment
 elsewhere.  It  is  not  enough for  you  to  know that  the  system  operates without
 bias;  it is equally  important  that  the  employees  believe  and  know  that  it  is
 impartial. This  does  not  mean that you should  attempt  to convince employees that
 a promotion  system is fair when it is  not.  It  must be truly one  without bias of
 any kind.

     You must  let the employees know  what  the  standards are,  what promotional
 factors  are  involved, and how  selections are made.  It  is  always  important  to
 indicate what  weight  various factors receive.  It  is  sometimes  desirable, too, to
 tell people who  fail  to get  promoted  exactly why  they fail.  This  task is often a
 distasteful  one.  Many managers  do  not like it and  avoid it.  Although a manager
 may not  convince  a doubting  employee  of the reasons  he  was  denied promotion, the
 majority of employees will appreciate  this information,  provided they have confi-
 dence  in the integrity of  the manager himself. The  failure  to  tell employees why
 they fail  has  two consequences.  First, they do not know  where  they should try to
 improve  their  performance  and they must  fall  again. Second,  they will  sometimes
 lose faith in  their supervisor.

     Seniority-oriented  promotions are often  made  when they  should  be merit-
 oriented.  Such promotions reduce employee initiative and ambition.  If an organ-
 ization  is unionized, the  seniority problem is  even worse. Seniority often should
 be given some  weight for  certain positions. However,  giving  seniority  too much
 weight will  discourage younger,  ambitious  people.  It  will  discourage work per-
 formance and  self-development  efforts.  It  will  eventually lead to  a mediocre
 organization.

 COLLECTIVE BARGAINING AND  CONTRACT  ADMINISTRATION

     For many  years, city employees  were represented  by  employee  associations
 when  they  discussed  matters  pertaining  to salaries, working  hours,  working con-
 ditions, and fringe  benefits with  the city council.  In recent years,  there has
 been a major effort  by  labor unions to  organize  public  employees  (36).  Even the
 small- to medium-sized municipal wastewater  treatment plant staff  may now be part
 of a public employees union.  You may  have  to conduct union negotiations.

     Unions may  influence  the attitudes of  your  personnel.  If  the unions impose
 limitations  on work  areas,  they can  create an  air of  non-cooperation*  On the
 other  hand, they  can also  help  promote a good  relationship between management and
 labor, stressing  the need  for teamwork.

     If  your personnel are unionized,  you  must  deal with the union business agent
and sometimes  with one or  more  representatives of  the union who are public works
employees. They  are  often  called "shop stewards." Whatever  their   title, you will
 have contact with these individuals and must learn how to work with  them. Besides
good  working  knowledge  and  negotiating  skill,  good labor-management  relations


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 depend heavily upon the personalities  involved.  If  there  are  personality clashes,
 there is bound to be trouble.

      There are two major areas of labor-management  relations:  collective bargain-
 ing to establish contracts, and administration  of  the  contract.  Knowledge,  skill,
 and experience  are needed  in the  contract negotiations.  Some practical  points
 related to negotiating (34) are:

      •    Think  in  terms of  good-faith collective bargaining.  Give reasons  for
           proposals offered,  and present  reasons  why  proposals are opposed.  In
           this connection, do not assume  that  "inability  to pay" is a good  answer
           to  a  demand for  raises.   Even  if  there is  a  legal  limit to  raising
           taxes, there  is  great danger  in relying on  it as  the answer. Such an
           "answer" implies that  the  economic demand is justified and it  is  just a
           question of "finding the money."  When this  is done, little or  no  effort
           is given to the analysis as  to  the real  merits  of the demand.

      •    Recognize unions  as essentially  political  in nature  and  respect their
           chosen  representatives.    Do not surprise  the  union,  and  do  not be
           tricky.   Think of the long-term effects of  actions  you  take,  and the
           way you take them.

      •    Fight  if you know you  are  right.   Tools  to  manage and a merit personnel
           system are examples where a good  rational  fight  can  be  waged.   Remem-
           ber,  the burden  of  proof  is  initially on  the  party   proposing  any
           change.

      •    Avoid  proposals that use  a simple formula to solve a  union request  on  a
           permanent basis.  A proposal of 5 percent extra pay for shift differen-
           tial or longevity is an example of this.  You will get more mileage out
           of a cents-per-hour  adjustment  for such  an  item,  since,  as wages go up
           in  the years  ahead, you  will  have  the  opportunity  to  renegotiate  the
           item.

      •    Remember, the  management  pay plan is stronger  than  anybody's  word.   The
           pay plan  should  not be "union  made,"  but should  reflect  equity, merit,
           and performance.

      •    Subjects outside  the  scope of  bargaining should  be handled in a common
           sense  way with a sincere  public-interest orientation to keep them  out-
           side the scope of future  bargaining.

      After  the labor  contract is negotiated and signed,  it must be  administered.
 This takes  skill and good  faith on  the part of both  management and  labor. Public
 vorks  managers  need  training to  know how to  deal  with  labor representatives;
 otherwise,  friction, and bad  working relations are likely  to  occur.

      Employee grievances may  take  a lot of  time and effort.   In unionized  organi-
 sations, grievance  procedures will  often be spelled out  in labor contracts.  It is
" important  that  grievances be  handled quickly  and in  an impartial manner.  Undue
 
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Never make  false  promises.

Whatever  the provocation, keep  your temper in leash.

Do  an  adequate job  of documenting  disciplinary cases and  other prob-
lems; you are  likely  to  lose  grievance cases if you do not.

Catch  and treat  personnel  problems  early,   otherwise  they  may become
larger.

Always  stick  to  facts  in  labor  disputes and  insist that  labor union
representatives do likewise.

Anticipate areas  or  situations  where trouble is  likely  to arise with a
union and prepare your strategy well ahead of time.

At  the  end  of  every  year give  each  employee a  statement  of the amount
of  money  in the  form of fringe  benefits that  has been  spent  on  him.
Many employees are unaware of these  figures.

Be careful not  to overstaff;  it will be  difficult  in unionized organi-
zations to reduce labor  forces.

Do  not  surrender  your rights to  install work  measurement and perform-
ance standards,  ways  to increase  employee  productivity,  or  ways  to
reduce labor costs in  collective  bargaining  negotiations.

Hold fast  to  the  right  to  have  contracts  with  individuals  or private
consultants to carry out any  type of  work for your  organization.
                              104

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9 PUBLIC RELATION;
   ROUTINE PUBLIC
   CONTACTS
     -Telephone colls
     -Correspondence
     -rUnplanned visits
   PUBLIC INFORMATI
    •   News release
          -Example
    •   Public preser.
    •   Plant tours
    •   Annual reports
          -Major eve
          -Service  pr-
          -Financial
          -Operating
          -Summary
                                           _L
DELATIONS WITH OTHER
DEPARTMENTS OR AGENCIES
   -Don't air internal conflicts
   -Maintain good relations with
    other agencies
  \MS

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                                     SECTION 9

                                 PUBLIC RELATIONS


      Your wastewater system exists to serve  the  needs of the public and you  will
have  truly public  relations.  Whether  these  relations are  good or  bad  can  have
a  major  influence  on  how successfully  your  system  will  operate.  Good   public
relations greatly improve the chances  that you will  be  able to have competitive
salaries  and be  able  to  obtain  funding  for system  Improvements.   Good   public
relations depend on  many factors other  than  your ability  to Issue  good press
releases  and compete  for  news media  attention -  factors  which often  are first
throught  of  when  the term "public relations" is  used. Sound and efficient  opera-
tion  are  essential  to good public relations (37). No  amount of publicity can  hide
poor  operations.  However,  sound policies and efficient service alone may not win
public support. It  is important  to both do a good  job and  to let  the public  know
about it.  A  key to  good public relations  is the routine public contact during the
course of  billings,  handling  complaints,  answering inquiries, etc.

ROUTINE PUBLIC CONTACTS

     Many  of  your contacts with the public occur when a customer  calls  by tele-
phone. Your  telephone manners are very important  in creating  a  friendly  atmos-
phere. The following  guidance  has  been developed (38):

     •    Answer  calls  promptly.  Your  conversation Is off to a favorable start if
          you answer  promptly, on  the  first or  second ring,  if possible.

     •    Extend  a  pleasant  greeting.  You  will  make friends  by  greeting  the
          caller  in a  friendly,   courteous manner. Be alert,  enthusiastic,  and
          sincere.

     •    Answer  by identifying yourself.  It is  easier if  the caller  knows at
          once to whom  he  is speaking.  Say: "Wastewater Department, Allen (or Mr.
          Allen) speaking."

     •    Leave word when  away  from  the  phone.  Leave word  where  you can  be
          reached and when you  will  be  back with the person  who  answers your
          phone while you are gone.

     •    Show real interest in the conversation.  Don't handle it as just another
          crank call.

     •    Be  sympathetic.  Don't  take the attitude  that your utility never  makes
          mistakes.

     •    Be  responsive. If you can't answer  the  question on  the spot,  call back.
          Don't  make the customer  call again.

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     •    Be patient. Don't  cut  the  call  short;  let the caller finish what he has
          to say.

     Handling  customer  complaints offers  an opportunity  to  improve  your public
relations.   Most customers  don't  call unless  they receive  poor service  or are
faced with  an immediate  problem.    Since  the customer  feels  he has  a  justified
complaint, it won't do any good  to bluntly tell  him he is mistaken.   Courtesy and
diplomacy are more  effective.   When a citizen has  aired his  complaint,  he feels
better about it, especially  if he has a receptive  listener.

     It  takes  self-control  to  listen to  complaints,  but  this  is  what  must  be
done. If  the  complaint  is valid, you should  acknowledge it and  say  what correc-
tive action  you  will  take.  You  should  not make promises just to get rid of the
individual or forget what you said you would  do.

     You  should  set  up  adequate  procedures to  handle  citizen complaints  and
decide how much  time  to  spend on them.  Most citizens who telephone  or  who call
in person want to  talk  to the "head man."   Some  of this is necessary,  but don't
let your management duties suffer because  of  it.

     While you are  correcting  a  problem,  the complaining  customer  should be kept
informed of what is being done in his behalf.  When the problem is  solved, give
him a brief, accurate and easily understood  report. Several weeks  after the con-
dition has been  corrected someone  should make a  telephone call  to ask  if every-
thing is satisfactory.

     Some of these  procedures may  seem so obvious  or  unimportant that it is dif-
ficult to understand  why they are  frequently neglected.   Some  of  these sugges-
tions may add steps to existing  procedures  for handling complaints.   Even if your
complaint-handling  procedures  seem  satisfactory,  re-examine  them periodically to
see if they can be  improved.

     Your  correspondence  is also  an  important   public  relations  factor.  Many
officials who  are   concerned  about  the citizen's  interests in  face-to-face con-
tacts are very  careless  in  their  correspondence.   They  will  allow letters  to go
unanswered;  they are  abrupt  or even  rude  in  their  wording; they use  dull,
stilted,  "business  English;"  and  they add  the final insult  by using  a  rubber
stamp signature.  Letters are  substitutes for face-to-face  contacts; the  public
relations requirement in  face-to-face contacts also applies to correspondence.

     The following  are points  to remember:

          Write in  a friendly  style
          Be clear, brief and accurate
          Put the most important points first
          Use non-technical  language
          Check facts and review letters  carefully
          Don't  send  out letters  with messy corrections, typographical errors,
          smudges,   etc.
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      You must also remember that the  public  will  form impressions of your  opera-
 tion  from what they observe when they come to your office,  plant,  or city  hall.
 The employees they encounter should provide prompt, courteous attention.

      The behavior of personnel  will  have a bearing on  the citizen's impression.
 Employees who are reading or eating at their  desks  or who are engaged in lengthy
 personal conversations with their  colleagues or  on the  telephone  create  a poor
 impression.  A room should be set aside in which employees can take their lunch or
 coffee  breaks*

      Citizens will also  carry away  a favorable  or unfavorable  impression of a
 government from the appearance of  its  buildings,  offices, and equipment.   Build-
 ings  and grounds  should be well maintained, offices should be clean and neat, and
 equipment should  be kept  in good condition.

 RELATIONS WITH OTHER DEPARTMENTS OR AGENCIES

      A  factor having an important bearing on public relations is  the relationship
 between your department and the other departments and  agencies  of  the municipal
 government.  Some  shortsighted department  officials  make public  issues out  of
 internal conflicts (5).  They  carry  on feuds with  other departments;  they make
 derogatory remarks  about  other  departments  when  talking  to  people;   and they
 announce that their department is  the  one  bright spot  in the municipal picture.
 The result of  these  conflicts is  usually  that the public believes most of the
 unfavorable  things said about  the others  and little of the good that a department
 claims  for itself.  Friction between  departments  cannot  be  eliminated  entirely,
 but  there is  no  excuse  for ruining  the  public  relations  of  the  entire  local
 government by public  exposure  of  internal disputes.

      To  improve public relations,  establish cordial relations with  your govern-
mental  neighbors  and  don't try to improve your  image  at  the expense  of  other
 departments.  This advice  applies to  relations with  other municipalities and with
agencies  of  federal,  state and county governments.

 PUBLIC  INFORMATION PROGRAMS

     A  good guide  to public  information  programs  is "Public  Information  Hand-
book,"  (39)  available from  the Water Pollution Control  Federation.  It  tells how
 to  run   an  organized  public information  program without hiring a  professional
 public  relations  consultant.

     Among the  key ingredients  in an  effective public  information program are:

     •    News  releases
     •    Public  presentations
     •    Plant tours
     •    Annual  reports
                                        107

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News Releases

     The  news  release  is  probably the most commonly used method of getting  Infor-
mation  to various  news  outlets  such  as  newspapers,  magazines,  radio  and  tele-
vision.  A news  release  is a  written version  of  the  story  you  wish  covered by
the news  media.  In  most  cases all the basic  information  will be contained  in  the
first  few sentences  or  paragraphs.  These are  the "who,  what, why,  where,  and
when"  that  should  be in  the  opening  sentences  of  any release.  The remainder
should further discuss these  facts,  simply and clearly, without repetition.

     A news  release should include the name,  address, and telephone number  of  the
originator  or  someone who can supply additional  data  or answer  questions,  and
when the  story can  be  released (such as  "For Immediate Release").

     Figure  26  is an example  news release.  The  release  should be  typed  on your
letterhead.  News releases, such  as  the  example,  describing  the  achievements of
the utility staff  serve   the  purposes  of  both public  information  and employee
recognition. Other  activites  which  may  justify  news releases  include  plans  for
plant expansions, plant open  houses, planning meetings, presentations at state or
national meetings,  and construction  contract  awards.

     Some key points  to remember  about news releases are:

     •    The story must be timely - not old  news.

     •    Type the  release in double-spaced format with wide margins.

     •    Double  check  the   release  for  spelling,  facts,  and  figures -  never
          exaggerate the facts.

     •    The  first paragraph should  answer  the questions:  who,  what,   where,
          when,  and why.

     •    Don't  use  too much  detail  - use a  separate  data  sheet for the editor's
          reference  if the story  requires such backup.

     •    Keep a current list  of  newspapers and radio  or TV  stations that  may be
          interested in your  stories.

     •    Make sure  that the  release is  sent  to news  outlets  that can use  it  and
          is addressed to  the  staff  member who is  most concerned.
     Frequently,  a release will  be accompanied  by one  or more  photographs.  In
fact,  a photograph with  a short  descriptive  caption can in  itself be  a  news
release. For example, a picture  of  a ground breaking ceremony or a ribbon cutting
announces that work is underway  or  a job is completed and  in service. Some  points
to remember in using photographs:

     •    Try to  avoid obviously  posed pictures
     •    Use a professional  photographer
     •    Provide  4" x 5"  or  8"  x 10"  glossy prints

                                        108

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Mlllbrook Wastewater Utility District
246 Main Street
Millbrook, California
916-421-5711
March 15, 1979                          Contact: R.J.  Smith,  Manager


FOR IMMEDIATE RELEASE

              MILLBROOK'S WASTEWATER OPERATORS RECEIVE RECOGNITION


               Millbrook, California - Two of Millbrook's wastewater

          treatment plant operators, Bill Johnson  and  Tom Wilson  became

          certified operators under a State of California certification

          program.  R.J. Smith, Wastewater Utility District Manager,

          said that their certification at the highest level  (Grade  V)

          recognized by the State reflects the unusual skill  and  dedi-

          cation of Millbrook's staff.  "Of the 600 certified operators

          in California, only 41 are certified at  the  Grade V level  and

          most of these are working in communities  far larger than

          Millbrook," Smith reported.



               Johnson and Wilson, who have been on the District  staff

          since 1968 when the most recent District  plant expansion was

          completed, have received awards from the  California Water

          Pollution Control Federation for their operation of the

          Millbrook system.
                        Figure 26.  Example news release.


                                       109

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      •    Make sure  the picture  background  is clean  and neat  and doesn't  show
           fire or safety hazards.
      •    Take two of every key photograph
      •    Keep a current file of plant and personnel photographs
      •    Use black and white film for prints  to be published
      •    For any photograph  issued  with  a release, prepare  a caption on a  sep-
           arate sheet of paper and paste it to the print.

 Public Presentations

      Speaking before local groups  can  be  valuable in  winning  support for a  pro-
 gram  or  spreading  specific  information.  Many  clubs,  social   organizations,
 political groups, and  the  like have a program chairman  who schedules speakers.
 The  early fall is a good time to  approach  local  organizations, either by mail  or
 telephone,  with a proposal that  water  pollution control  be  included in the  pro-
 gram plans. It is  wise to include a list  of  possible  topics,  making sure it  is
 flexible enough to fit the interests of the specific group.  In  identifying poten-
 tial groups  for  presentations,  do  not  neglect  the   young  people.  Speaking  at
 schools  can be a  most rewarding experience to  speaker and audience  alike.

      Some key points related  to public  presentations are:

      •    Use  staff  members  who  make  interesting  presentations   for  public
           speaking - you should listen  to their presentations prior to the public
           meeting.

      •    Keep a good  file of  slides  and other  good  visual  aids.  Do  not  over
           crowd the  slides - make sure  they  can  be  read from the  back  of  the
           room!

      •    Do not  talk down to your audience regardless of their age or attitude.

      •    Keep the  tone  of  the  talk  conversational  to maintain  the listener's
           interest.

      •     Be prepared to answer  questions.

      •     Be sensitive  to time  constraints  - running  over your  allotted  time
           (especially at  groups  who meet at lunch time) leaves a bad impression.

Plant  Tours

      Plant  tours  are  exceptional  opportunities for  talking  to  a   "captive"  aud-
ience  with an  expressed  interest  in what's  happening.  Giving  tours  depends  on
the  accessibility  of  the  plant,  its   physical  arrangement,   considerations  of
safety and good sense,  sufficient  parking  facilities,  etc.

     A plant visit must  be interesting,  informative,  and  of some  value  to  both
the  visiting group and the plant.  If these requirements  cannot be satisfied,  it
may be advisable  to  avoid tours.

     For  plant  tours,  keep  the following in mind:

                                        110

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     •    Plan your  tour  presentation in advance. Place yourself  in the position
          of an uninformed visitor and go  through the  plant  from end to end.

     •    Prepare a plant map and tour summary  to hand out  to visitors.

     •    Be prepared to  answer  pointed  questions - somebody  in  the group may be
          hostile to public employees.

     •    If there  are  more than  15 people  in the group,  split  up into  two or
          more groups each with a tour guide.

     •    Tailor the  length of the  tour to the  interest and age of the  group -
          one or two  hours  may be appropriate  for engineering  students,  but not
          for a junior high group.

     •    Do not "snow" the audience  with  technical  terms.

     •    Make sure there are no safety  hazards along  the  tour route.

     •    If your  normal housekeeping  is  not  something you  want  the  public to
          see, correct the  housekeeping  rather  than eliminate tours. Obviously, a
          poorly kept plant will make a  poor impression.

     •    Send  a  follow-up letter  thanking  the group for  their  interest and
          extending an invitation for another visit.

     •    Keep a log of plant  visitors.

Annual Reports

     An  annual  report on the  wastewater  system  offers  an  excellent  chance  for
positive public  relations.  The report should have a  narrative  discussion on  the
year's activities,  the plans for service,  and interesting statistics.  Small  util-
ities  have  found  the  following approaches  useful for  distributing their  annual
reports:

     •    Present  a  summary report  in the  daily paper or as a Sunday supplement.

     •    Print  the  summary report  so it is a self-contained mailer  for distribu-
          tion to  all customers.

     •    Have a printed  and bound  copy of the  complete report  available at  the
          utility  offices.

     The annual  report should contain  (the last  item may  be  only in the  full
report and not the  summary  report):

     •    A  discussion  of the major  events (for  example, major  additions  to  the
          plant, major  repairs or  replacements,  etc.)  of  the past  year  and  the
          plans  for  the next year.   You may  want to  Include a comparison of  your
          wastewater  service charges with those of neighboring towns.


                                        Ill

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     •    A  summary  table  showing  the  population  and  industries   served,  the
          number  of  connections,  the average daily and  per  capita flows, and the
          treatment  standards  versus treatment  performance.

     •    A description  of the receiving water  body  quality and the contribution
          that  the treatment  system makes to  maintaining uses  of  the receiving
          water.

     •    The  financial  balance  sheet  for the  last  year  - preferably  the last
          three  to five  years with  a  description of  the meaning of  the balance
          sheet items. "Pie  charts"  showing costs and revenues may also be useful
          (Figure  27).

     •    Monthly  operating  data  for  the major  unit  processes  and/or treatment
          parameters  (see  Table  10 for an example) and  an overall summary (Table
          11).

     The report  organization,  typography,  illustrations, and  arrangement should
be carefully and neatly  done to  make a favorable  impression.  If your utility has
not previously used  the  annual report  as  a public relations tool, you should con-
tact other utilities  to  get  copies of  their reports.
                                        112

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                                      PRIMARIES, THICKENING
                                      ZIMPRO & DECANT
SECONDARY

17.9%
WASTEWATER TREATMENT

  13.7%
                          ADMINISTRATION, ACCOUNTING,
                            GENERAL EXPENSES
              PHOSPHATE
              CHLORINATION  0.5%
                                    INDUSTRIAL WASTE
                                    GRIT & SCREENING       0.3*
                                    ORDINANCE SUR VEIL LANCE O3*
            Source:   Reference 40

            Figure  27.   Expenditure distribution of operating  funds.
                                  113

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           TABLE 10.  TOTAL SUSPENDED SOLIDS (NON-FILTERABLE RESIDUE)
Raw influent

July '77
August
Sept.
Oct.
Nov.
Dec.
Jan. '78
Feb.
March
April
May
June
77-78 Avg
76-77 Avg
75-76 Avg
74-75 Avg
mg/1
501
438
483
489
441
402
405
515
489
461
689
382.
438
436
486
408
Ib/day
13,610
11,950
13,770
15,160
12,790
12,080
12,460
12,730
13,070
13,980
20,540
10,690
13,569
11,915
15,070
12,569
lb/cap/
day
1.18
1.04
1.20
1.32
1.11
1.05
1.08
1.19
1.14
1.22
1.79
.93
1.19
1.04
1.30
1.09
Primary effluent
mg/1
127
126
123
132
115
106
126
130
132
131
116
100
122
122
116
125
Ib/day
3,360
3,370
3,450
3,910
3,220
3,150
3,280
3,210
3,510
4,020
3,600
2,780
3,405
3,269
3,598
3,736
% rem
75
72
75
74
75
74
74
75
73
71
83
74
75
72
76
70
Final effluent
mg/1
14
18
13
16
16
18
16
16
20
18
17
12
16
14
16
16
lb/
day
374
464
364
463
445
521
437
403
523
544
557
346
453
356
519
495
% rem
97
96
97
97
97
96
96
97
96
96
98
97
97
96
95
95
Source: Reference 40
                                       114

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                     TABLE 11.  SUMMARY OF OPERATING RESULTS
POPULATION
Estimated connected - Grand Haven                                   9,000
Estimated connected - Spring Lake                                   2,500
                                                                    11,500

Population Equivalent - BOD                                         63,359
Population Equivalent - SS                                          61,667
  (Population Equivalents are calculated on the basis
  of raw sewage - 0.17 Ib of BOD/cap/day and 0.22
  Ib of SS/cap/day)

RAINFALL
Monthly average, in.                                                 3.05

SEWAGE
Total mil gal treated                                               1,216
mil gal per day                                                       3.3
gal/cap/day                                                           290

ACTIVATED SLUDGE
mil cu ft used                                                      3.170
cu ft air/gal sewage                                                  2.6
cu ft air/lb BOD fed                                                It332
cu ft air/lb BOD removed                                            1,413
cu ft air/lb MLVSS under aeration                                     423
Aeration, hr                                                         5-28
Percent return sludge                                                   58
Sludge age, days                                                      7»9

5-DAY BIOCHEMICAL OXYGEN DEMAND
Raw, mg/1                                                             382
Prmary Effluent, mg/1                                                 235
Final Effluent, mg/1                                                    l2
Influent, Ib/day                                                    10,771
Influent, Ib/cap/day                                                 °-9A
Primary Effluent, Ib/day                                            6,643
Percent primary removal                                                 38
Final Effluent, Ib/day                                                40A
Final Effluent, Ib/cap/day                                           0-0*
Total plant percent removal                                             96
Lb applied per 1000 cu ft of aeration tank                              44
Lb applied per 100 Ib MLVSS under aeration                              33
                                        115

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 TABLE 11.   (Continued)
 SUSPENDED SOLIDS
 Raw,  mg/1438
 Primary Effluent,  mg/1                                                122
 Final Effluent,  mg/1                                                    16
 Influent, Ib/day                                                    13,569
 Influent, Ib/cap/day                                                  1.19
 Primary Effluent,  Ib/day                                            3,405
 Percent primary  removal                                                 75
 Final Effluent,  Ib/day                                                453
 Final Effluent,  Ib/cap/day                                            .04
 Total plant percent removal                                             97
 Lb removed per mil gal treated                                      3,938

 PHOSPHORUS
 Raw,  mg/1                                                             5.5
 Primary Effluent,  mg/1                                                3.3
 Final Effluent,  mg/1                                                  0.7
 Influent, Ib/mo                                                      4,641
 Final Effluent,  Ib/mo                                                 586
 Total plant percent removal                                             87
 Fe applied, mg/1                                                      4.3
 Total Ib Fe used                                                    43,307
 Cost  of Fe                                                      $3,681.14

 SLUDGE
 Primary Sludge,  mil gal                                               6.34
 Primary Sludge,  mil Ib                                                3.83
 Waste Activated, mil gal                                            63.14
 Waste Activated, mil Ib                                               4.12
 Wet Air Oxidation, mil gal                                          18.50
 Wet Air Oxidation, mil Ib                                             6.71
 Rate, gpm                                                               63
 Reactor Temperature, °F                                               383
 Reactor pressure,  psi                                                 309
 Decant overflow, mil Ib                                               2.20
 Thickener overflow, mil Ib                                            1.68
 Vacuum filtered, mil Ib                                               4.62
^Filtrate, mil Ib                                                      .24

 UTILITIES
 Electrical Energy
 Grand Haven Pumping Station total KWH used                         250,080
   Cost per KWH                                                      5.09$
   Cost per mil gal pumped                                           $17.01
                                        116

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TABLE  11.   (Continued)
Electrical Energy  (continued)
Spring Lake Pumping  Station  total KWH used                          82,269
  Cost per KWH                                                      3.933*
  Cost per mil  gal pumped                                           $25.30
Plant use total KWH                                              5,506,800
  Cost per KWH                                                       3.00$
  Cost per mil  gal treated                                         $135.26
Total electric  cost  for  plant use and pumping                 $178,981.14
Total KWH used                                                   5,839,149
Total cost per  XWH                                                   3.07$
Total cost per  month                                            $14,915.10
Total cost per  day                                                 $490.36
Total cost per  mil gal                                             $147.21

Gas
Cubic feet for  heating and operating                            15,835,100
Total gas cost                                                  $34,013.92
Cost per 100 cu ft                                                  21.404

Water
Gallons plant use                                                18,118.00
Total water cost                                                 $4,413.43
Cost per 1000 gal                                                   24.40+

COST
Net cost of wastewater treatment                               $756,303.03
Cost per mil gal wastewater  treated                                $622.12
Cost per ton of influent BOD                                      $384.75
Source: Reference 40
                                        117

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  SELECTION AND USE OF CONSULTANTS
 TYPES OF CONSULTANTS
SELECTION PROCEDURE
   —Qualifications
    statements
   -Proposals
   —Interviews
   -Method o f payment
 WHY HIRE A CONSULTANT?
   -Special skills
   — Independent opinion
   -Lack of manpower
    or time
   -Authoritative report
WORKING WITH
THE CONSULTANT

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                                    SECTION 10

                         SELECTION AND USE OF CONSULTANTS


TYPES  OF CONSULTANTS

     Consultants may be used for the following purposes:

           Planning and design of new facilities
           Solving operation and maintenance problems (See Section 11)
           Operating the treatment plant (see Section 11)
           Providing financial audits
           Advising on financial matters such as bond issues
           Improving public relations
           Solving management advice
           Managing the construction of a project

WHY HIRE  A CONSULTANT?

     You may  decide to hire a consultant because you (41):

     •     Need  skills that are not available on your staff
     •     Need  an independent opinion
     •     Do  not have the  time or staff available to work on the problem
     •     Need  an authoritative report  for  your superiors or  a state or federal
           agency

SELECTION PROCEDURES

     The  first  step in selecting a consultant is to write  down what you want him
to do  and what  qualifications he  should  have. You  should then  let consultants
know you may be  needing their  services.  This can  be  done by advertisements In
major  metropolitan newspapers  in  your  area  and in professional  trade journals.
You may  also  send the proposed scope  of work directly  to  consultants which have
been recommended to you by other  towns  or  districts.   You should  ask those that
respond  to  send  their general qualifications  to you.

     The  qualification statements  should be  reviewed by at least  a three-person
review board.  At  least  one of the board should be  a professional in the consult-
ant's field.  Take  the time to call some of the firm's  other  clients.   Ask these
other clients:

     •    Did the  firm perform as  expected?
     •    Was the work done on time?
     •    Was the  work done within budget?
     •    Would  you use  the firm again?


                                        119

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     You  should make a  list of  criteria  which will  be used  to rank  the  firms
(such  as  specialized experience  in your  problem  area, location,  adequate  staff
size to do  your work,  ratings by other  clients,  etc.). You may  wish  to use more
professionals  in the consultant's  field  to  serve  as  (or  on)  the  review board.
Nearby universities, professional associations,  and other government agencies are
possible  sources  of  professionals for your review  board. After rating the quali-
fication  statements,  select  3  to 5 firms to prepare  detailed  proposals and to
interview for  the work.  The  same  review board should be used for the interviews.

     In reviewing  the  proposals,  concentrate on the  qualifications  of the firm's
people that  will be assigned  to  your project.  Insist  that the  proposed project
manager for your work be present  at  the  interview.

     After the  proposals and interviews  are  evaluated,  negotiations with the top-
rated firm  should  be  held  to finalize the scope  and cost of the work.  There are
several basis  for calculating costs  (42):

     •    Per  Diem -  A certain  cost  per day  is   paid  for  services  with  this
          approach. The  daily rate  includes overhead and profit  but not expenses
          such  as  travel or  meals.  This  approach  is  often  used for  work  which
          is  hard  to define  in scope and is only a  few  days  in  duration;  for
          example, troubleshooting  an  O&M  problem or testifying in court.

     •    Cost  Reimbursement - Services  are paid  on  the  basis  of  salary  cost,
          overhead, and  a  fixed profit. This  is  often used  for  design contracts
          and  studies.   A cost  ceiling or budget amount  which  cannot be exceeded
          is often established.

     •    Lump  Sum or Fixed  Price -  The  scope of  work is accomplished for a spec-
          ified  dollar  amount.  This approach is  often used  for  routine sampling
          programs or reports of  clearly defined  scope.

     •    Retainer - This method  is used  when  the  need for a  consultant's  serv-
          ices  is  expected  to  last  for a long time.  It  insures that  a certain
          person will be available  as  needed.  To  guarantee  these services, a cer-
          tain  amount is paid at  regular  intervals  for which  the consultant pro-
          vides  certain  specified services as well  as  being available, generally
          on a  per diem  basis,  as required by the  client.

     If EPA grants  are involved,  there  are regulations  related  to consultant
selection and  contracts  that  must be  followed.   These regulations affect:

     •    Method of payment  - for example, per  diem contracts are usually limited
          to $10,000 or  less; percentage of  construction costs as a basis for fee
          is prohibited

     •    Public notice - procedures vary  with  the  size of  the project

     •    Evaluation procedures - certain  criteria  must be  used

     •    Negotiation procedures


                                        120

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      •     Basis  for cost proposals and cost review

      •     Required contract provisions

      You  should  obtain a  copy  of the  current  EPA regulations  from  your EPA
regional office  (40CFR,  part 35.937).

      A  useful reference  for consultant  selection  and  contracts  is "Consulting
Engineer-A Guide for the Engagement of Engineering  Services (47), available from
the ASCE.

WORKING WITH  THE CONSULTANT

     Once  the consultant is under contract, you should:

     •    Review with  him  what  you want done  once more  to make  sure  there is no
          confusion.

     •    Make sure  the consultant  knows who to report to on your staff and which
          staff  members have  information he may need.

     •    Provide any facilities  or services (such as office space or secretarial
          help)  that will make  it easier for the consultant to do the job.

     •    Meet regularly to discuss his progress to make  sure  that  he  stays  on
          the track.

     •    Don't  treat  the   problem  as solved   just  because you've  hired  a  con-
          sultant.   You must have  a continuing  commitment to solve  the problem
          and work with the consultant until the solution is developed.
                                       121

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 CONTRACTS FOR OPERATION AND MAINTENANCE
FULL OPERATIONS AND MAINTENANCE CONTRACTS
    Reason for private 0 & M contracts
    How are these contracts established?
      -Scope  of services
      -Treatment conditions
      -Plant  staffing
      -Sludge handling
      -Plant  improvements
      -Terms and conditions
      -Regulatory reporting
      -Performance guarantee
    Disadvantages of full 0 & M contracts
OPERATIONAL
ASSISTANCE CONTRACTS
    -Federal grant funding
      to 75% for plant
      startup and operator
      +r« i n i n n
      training

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                                     SECTION 11

                       CONTRACTS FOR OPERATION AND MAINTENANCE


      Operating  and maintaining  today's  complicated wastewater  treatment  facili-
 ties can be  a major problem for the small-  to  medium-sized  community.  The skills
 required  for new  plants are  often considerably  higher than  in  the  past.  Many
 communities  don't  have the  financial resources  to  hire,  train,  and keep adequate
 personnel.  Some may  overlook the  need  for  upgrading staff  to  operate  the  new
 facilities.  As  a  result,  many  new  facilities  may  fail  to  meet  discharge
 standards.  An  approach  to  consider is  to  hire  someone on  a contract basis  to
 operate and maintain  the  treatment  plant.

      The concept  of  contracting  areawide  management  is  currently  being  studied
 and  tested.  Such  a plan would  be highly  site specific  and affect  only a  few
 plants nationwide.  Detailed  discussion of this  concept  is not included since  it
 may lead to confusion among  the plant managers  not  affected  by it.

      Several private  organizations  have  been  formed  to  contract  operating  and
 maintenance services  ranging from full-service  contracts  to  giving  special advice
 on operations.  Under a full-service contract, the contractor  has complete  respon-
 sibility for operation and  maintenance of the  plant.  The plant personnel  become
 employees of the  management  organization.  Several  consulting engineering  firms
 and other consultants  provide  advice  on  operations. These firms review practices
 and procedures  and advise  the plant  staff   of  changes   to  improve  performance,
 reduce  operating costs, etc. The  firm  has  no managerial responsibility for  plant
 operations.  These  approaches  are  described   in  greater  detail  in  the  following
 sections.

 FULL  OPERATION  AND MAINTENANCE CONTRACTS

      There  are  several organizations that  provide  full operation and maintenance
 service.  The extent of services  can be tailored to the specific  desires  of  the
 community.  One  organization provides  full  operation  and  maintenance  for five
 municipal wastewater treatment plants ranging in size  from 4.7 to 21 mgd. Another
 provides varying levels of operation and  maintenance service at six facilities.

.Reasons for  Private Operation and Maintenance Contracts

     Under what  conditions should a community consider contracting with a private
 firm  to operate  and maintain the  wastewater  treatment facilities?   What are the
key factors  contributing   to  such a decision? You  must analyze  physical,  finan-
cial, legal,  and political factors to determine  what is  in  the  best  Interest  of
your community.

     Currently,  less than two  dozen community  treatment  plants are  operated  by
contractors*  In all  but  a   few cases,  the  contractor  was  hired  because  the

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 municipality didn't or  couldn't  operate the plant  satisfactorily.   For example,
 effluent discharge standards weren't met  or persistent odor problems caused  com-
 plaints. In several of  these  installations, the staff  didn't  have  the skills  to
 operate complicated solids handling facilities; this led to overloading the plant
 and odor problems. One community hired  a  contractor to eliminate a complex union
 problem. It wanted to  prevent potential labor problems  from leading to violations
 of  discharge  standards. At  a new regional  plant  without  previous  staff,   the
 elected directors  chose to  contract  operations and  maintenance with  a private
 organzation.  High  operating  costs  have caused others to consider  the contract
 approach.

 How Are These  Contracts  Established?

      What  is involved in  establishing  a full operation and  maintenance contract
 with a private  organization?

      Once  the  community  has decided on  a full operation and maintenance contract,
 it  requests proposals  from organizations that offer these services.  The prepara-
 tion of a  detailed proposal requires a  review of  the  operation and management  of
 the plant  and  an inspection of the  facilities.  This analysis  will reveal whether
 the plant  is physically capable  of meeting treatment  objectives  if  operated  and
 maintained properly. From  this  information, a plan outlining proper operation  and
 expected performance can  be  developed. The contractor must  also decide  if   the
 facilities can  be  operated within the existing budget. The contract will be for a
 fixed annual fee and will  have  a  performance guarantee.

      Competitive proposals  should  be   sought   from several  organizations.   You
 should prepare  detailed specifications  to  compare  the  proposals.  Major items  in
 the specifications  may be:

           Scope  and extent  of services
           Treatment conditions
           Plant  staffing
           Sludge handling  and disposal
           Plant  improvements
           Terms  and conditions  of the contract
           Reports  to regulatory agencies
           Performance guarantee
           Owner's  rights of inspection

 Scope  and  Extent of Services—
     The requests  for  proposals  must  completely define the  scope and  extent  of
 services to be  provided and  must contain  guideline specifications  to  allow  bid
 comparisons. Most  full-maintenance  contracts are similar;  however, there are  some
 differences  in   the  services  being  offered. For  example,  some  contractors will
assume  operation and maintenance responsibilities  for  the collection  system  and
 pumping  stations,  as well  as  for  the treatment  plant.

     The extent  of financial  responsibility for repair and  replacement of equip-
ment  during the  contract period  can vary.  Some organizations  assume  full finan-
cial  responsibility for  repair  or replacement  of an equipment  item; others estab-
lish a maximum allowance determined by  equipment age,  physical conditions, etc.

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      Some organizations  provide  a performance guarantee which includes the finan-
 cial  responsibility  for fines  levied  for  effluent   discharge  violations.  Any
 limitations on  the  amount of  the  fine  must  be clearly  defined in the proposal. It
 is important to remember that  the  owner  has the  ultimate legal responsibility for
 compliance with discharge  requirements, regardless  of what  contractual  arrange-
 ments have been made  for operation and maintenance.

      The requests  for proposals must  state what portion  of  the costs of  utili-
 ties,  chemicals,  maintenance  materials, etc*,  will  be paid  by the  management
 organization.

 Treatment Conditions—
      The contract  should state the wastewater flows and  characteristics  to  which
 the performance guarantee applies. Such factors  as  the average  daily  flow,  peak
 daily flow, peak  hourly flow, influent  pH  range, total  and  soluble BOD  (30-day
 average), suspended solids  (30-day average), and  ratio of peak  daily  to  average
 daily loading  must be specified.

 Plant Staffing—
      You must  consider  how  and to  what extent  the contractor  proposes  to  use
 existing staff. Since private 'operation of  publicly-owned  treatment  facilities
 can be a sensitive issue, maximum  support for private  operation  must  be gained by
 assuring employees of the city that they will not lose  their  jobs.

      Generally,  the contractor will utilize as much  of  the  existing  staff  as pos-
 sible.  The contractor will use one of  its  trained employees  to manage the  plant
 and train an  assistant.  The  services  of home  office   support  personnel  will  be
 used  to train existing  staff  and establish new  operation and maintenance  proce-
 dures.  Most  of  the plant operation staff will likely be existing  employees  of the
 city.

 Sludge  Handling  and Disposal—
      The handling  and disposal of waste solids and sludges  must  be defined  in the
 request  for proposals.   If  waste  solids are  to be  hauled  from the  plant  and
 disposed of  by landfill  or land  spreading,  the  procedures  for this  service  must
 be  defined  in  the  scope  of  the contract.

 Plant  Improvements—
     Full  operation and  maintenance contracts don't include construction of  plant
 improvements or  additions.  The contract  may include minor  plant or  process  mod-
 ifications required to meet  performance standards. If,   for  example, during a  con-
 tract  period  a major  plant  modification is required (such as the  addition of a
 new clarifier  or pump station),  the  contractor will often  define what  is needed
 and provide  design recommendations for the  Improvement. The contractor will  then
 give  the responsibility  of  design, equipment  purchase, and  construction  to  the
 owner. However,  in some  cases,  the contractor will design minor improvements  with
 its own engineering staff and  will assist  the  owner in  obtaining  the  equipment
 and administering  a construction contract.  These services are outside the general
 scope of  the management  contract  and  must be negotiated separately. In  developing
 the contract  specifications,  the limits of  responsibility for  capital improve-
ments must be clearly  defined*


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Terms  and Conditions  of  Contract—
     The  contract must fully  define  the terms and  conditions  covering financial
and  legal responsibility  of each  party, such as  price,  duration of contract, and
method of payment.

     Provisions  for  cancellation  of  the contract by either party  and  any finan-
cial liabilities  of  either  party  at time of cancellation  must  be included.  Gen-
erally, contract  cancellation  can be  initiated by either party after filing writ-
ten  notice 90  to  180  days prior to the  cancellation date.

     All  contracts will  have  clauses  for inflation  in  the  cost  of  utilities,
materials,  chemicals, and,  in some  cases,  labor.   Some  organizations  offer an
annual fee with  fixed labor costs for the  duration of the  contract, in which case
the  contractor  absorbs  increases in   labor  costs.    Others   include  inflation
factors which  are tied  to  national  indices,  such  as  the Consumer  Price Index.
These  inflation  factors  can have  a significant  effect  on  the  cost  over  the life
of  the contract  and  should  be established and  agreed  upon when negotiating the
contract.

     Public  liability and  property damage insurance  covering  operations  of the
contractor  at   the   publicly-owned  wastewater  treatment  plant  must  also  be
provided.  The  amount  of  this   insurance must   be clearly  established  during
contract negotiations.

     A performance bond  should also be considered  to  insure  that the contract is
carried through  to completion. In  the  case of  a  default,  the  bond  would be used
to pay off the community  to  restore the plant  to  public operation.

     Contracts  must   contain a "hold  harmless"  clause  protecting  the community
from any  liability for death, injury or personal  property  damage  caused by the
contractor's operation of the treatment  facilities. Further,  liabilities should
also be assigned  for  any  damage or injury  occurring from the accidental discharge
of wastewater.

     The  contract should contain  provisions  for inspection of  books and  records
to determine if  increases in  compensation  are justified  and  for general  compli-
ance with provisions  of  the  contracts.

Reports to Regulatory Agencies—
     The contract  should  define the nature and extent of operation and monitoring
reports to  be  prepared  and submitted  to  regulatory  agencies.  Generally a con-
tractor will do  this  in a full operation and  maintenance contract.

Performance Guarantee—
     In addition  to  full financial responsibility  for  operation of the treatment
facilities,  some  contractors will  offer a performance  guarantee.  This guarantee
transfers the  responsibility for  meeting effluent standards from the community to
the contractor.  However,  the legal responsibility  for  meeting discharge   require-
ments  is still the owner's,  regardless  of  the  contractual  arrangements which have
been made for  plant  operations and maintenance.  Within certain limits,  the con-
tractor may assume financial liability  for any fines for nonaccidental violations
of the discharge  standard.  The extent  to  which  the contractor  will stand behind

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 his performance guarantee and  his  responsibility for  any  possible fines must  be
 clearly established during contract negotiations.

 Disadvantages of Full Operation and Maintenance Contracts

      There are certain disadvantages in contracting with private firms for opera-
 tion of  publicly-owned  treatment  works.  Since  the  contractor operates  with a
 profit  incentive, there  is a danger that a certain  amount of corner-cutting may
 occur.  One area  of  particular  concern is  mechanical  equipment maintenance. Some
 contracts exclude the cost of  equipment  repair or replacement  or  provide only a
 limited allowance. Under these conditions, the community  doesn't  have assurance
 that the  equipment  will be  properly maintained.  The  contract  should  clearly
 describe  the  type and amount of maintenance  to be  provided. Equipment repair and
 replacement allowances should  be  realistic and enough to  offset the anticipated
 expense.  The  higher  the  allowance,  the greater the  incentive  for  the contractor
 to  maintain the  equipment.  Prior  to the  negotiation  of a  service  contract, the
 community should perform a detailed  invent6ry,  inspection, and assessment of the
 condition of  all plant equipment.  At this time, assistance from equipment manu-
 facturers or  special consultants will  be  helpful.  A specific maintenance program
 must be detailed and agreed  upon during contract negotiation.

      There is another potential disadvantage  of  a  full maintenance and operation
 contract.  Where prior operating history and costs are  not  available (such as for
 a new plant or for one with major improvements), it  is difficult to know whether
 the  fee being proposed by a private organization is reasonable.  Securing a fair
 price for  the  services   is a  problem, unless they are  sought on  a competitive
 basis.  Presently, there  is only one major national firm offering  full services.
 Under these circumstances, you should  ask a  consultant  experienced in treatment
 plant operation and  management  to  help evaluate the proposed cost.  The consultant
 should  review  the  proposed  management   and   staffing requirments,  operational
 costs,  and maintenance  requirements and  advise  the  owner  as  to whether  the
 services  being  offered and the  associated fee are reasonable.

 OPERATIONAL ASSISTANCE CONTRACTS

      An operational  assistance  contract is quite different rrom a full operation
 and  maintenance contract. The  main  difference  is  that the private organization
 doesn't assume administrative  and  financial  control of the wastewater treatment
 facilities. Rather,   this  organization  serves  as a consultant,  furnishing  tech-
 nical help to  solve  any  treatment  problems. It is retained by  the  community in a
manner  similar  to  the consulting contracts discussed in Section 10.

      There  are  numerous organizations that offer  operations review and consulting
 services  to identify and solve treatment  problems.    These organizations  have
gained  practical  experience  in the  operation  of  treatment  facilities.   In addi-
 tion, numerous  consulting engineering  firms  have recently  established  operation
and  maintenance  specialty  groups.  Some  equipment  manufacturers  offer  plant
operational assistance services as well.

     As in the  case  with the full  operation  and maintenance contracts,  the  con-
sultant trains  plant  personnel  and sets up proper operating and maintenance  pro-
cedures.  These  services  are often provided for a fixed fee negotiated  annually.

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With this  type  of  contract,  the community makes all  management  decisions and has
the full  responsibility for paying all  operating  costs such  as  salaries, utili-
ties, chemicals, etc.

     One firm indicated  that at  the request of a community,  it  will place one of
its  personnel  in  charge of  plant operations to  correct operational  problems.
Although  plant  staff are  responsible to  this manager for  direction, he  has no
authority  to  hire  or fire personnel.  He  has  little power to  correct  plant prob-
lems related to personnel.

     Plant  performance  guarantees  are not usually  offered by operational assist-
ance consultants since  they don't  have  total  control over operation  and manage-
ment.   One firm will  assume  limited financial responsibility  toward  meeting  a
plant performance  guarantee if  given enough  authority  by the community  to have
management  control of the treatment facilities.

     Correcting  problems is more   indirect  with  a  plant operational assistance
contract.  The problem must be  presented  to the community official responsible for
taking corrective action. Correcting  process  or mechanical problems may be fairly
easy. Solving a personnel problem  which  is contributing  to  poor  performance may
be considerably more involved.

     Operational assistance  service  can  be very useful  at  plant  startup. Under
current EPA grant  funding provisions, the federal  government will  finance up to
75 percent  of an operator training  program for the  start-up of a community waste-
water treatment plant currently  under construction  with an EPA grant.  The consul-
tant can provide on-site classroom instruction and  "hands-on" experience in pro-
cess and mechanical operations,  maintenance,  and  safety and emergency procedures.
The laboratory  staff must  also be  Instructed  in sampling  and testing procedures,
data collection,  and  regulatory monitoring   and  reporting.  The operations  and
maintenance manual is an important  tool  in plant  start-up and must be updated and
revised on  a regular basis. The  operations consultant can be very helpful  in pre-
paring this document.

     To  obtain  operational  services, you should  contact various  organizations
Offering  them.  Discuss  your problems with them and  decide  if they offer appro-
priate services. Once you have narrowed  the list to  a responsive group of poten-
tial service consultants, ask  for  proposals defining  the  scope  and  extent of the
services and a  general  fee  structure. Compare the  proposals  using a  standard set
of guidelines  to insure  that  all   contractors will  be  furnishing  the  same ser-
vices.  From this  review, you  can  select  the  firm  best  suited to your  needs and
negotiate  with  them. The fees  and   terms  and  conditions of the  contract would be
similar to  other professional  service contracts discussed in Section  10.
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fi2
ENERGY CONSERVATION
          JL
    THE NEED FOR
    CONSERVATION
     — Shortages
      and rising
      costs
                          _L
               ENERGY USES IN
               WASTEWATER TREATMENT
                 ~ Liquid and solids
                   handling processes
             _L
RESOURCE RECOVERY PROGRAMS
   •  Anaerobic digester gas
   •  Gas production
   •  Systems to use gas
   •  Sludge utilization
                                            _L
                                                          _L
                                             CONSERVATION POSSIBILITIES
                                             & PRACTICES	
                                             •  Pump adjustments
                                             •  Pump maintenance and
                                                 operation
                                             •  Plant lighting, heating &
                                                 ventilation
                                             •  Screening & grit removal
                                             •  Sludge pumping
                                             •  Trickling filters
                                             •  RBCs
                                             •  Activated sludge
                                              •  Solids retention time
                                             •  Sludge dewatering
                                              •  Anaerobic digestion	
                                       SOLAR ENERGY
                                                         _L
                                                   MANAGEMENT OF
                                                   OPERATION
                                                   — Operating
                                                     records
                                                   - Contingency
                                                     plans
                                                   -Operator
                                                     training

-------
                                    SECTION  12

                                ENERGY CONSERVATION
 THE NEED FOR CONSERVATION

      Many secondary and tertiary treatment plants  require  from 4 to  15  times  more
 electrical power than the primary plants  of  the  past.   Because of this,  there  is
 a real  need  for  energy  conservation.  Recent  shortages  and  the high costs  of
 electricity,  fuels,  and  chemicals  have  become   important  influences  in plant
 design and operation.

      Until recently,  little or no attention to the availability of the  consumable
 supplies and  utilities  needed for  plant  operation  has  been given  in  treatment
 plant design.  However,  the  fuel shortage in  1973-74  demonstrated how  sensitive
 the  supply of products and utilities is to a dependable supply of crude  oil (43).
 In  addition, there were  shortages  of some chemicals  including  lime and  chlorine
 needed at wastewater  treatment  plants.    While most chemicals  and  utilities are
 available in  1979, their  costs  have increased greatly over the  last  five years
 and  will continue  to  increase in the future.   You can make an  important energy
 and  resource conservation effort in your plant operation.

 ENERGY USES  IN WASTEWATER TREATMENT

      Energy  requirements in wastewater treatment are for wastewater pumping,  pri-
 mary treatment, secondary treatment, tertiary  treatment  in some cases,  disinfec-
 tion,  building heating  and  cooling, and  sludge  treatment and disposal.  Energy
 requirements for almost all  wastewater  and sludge  treatment  processes are given
 in  a recent EPA report  on energy,  "Energy Conservation  in  Municipal Wastewater
 Treatment"  (MDC-32), EPA 430/9-77-011 (44).

      The  EPA report showed  that trickling  filters with  rock media  require' the
 least  amount  of energy of  any  secondary  treatment method.   Only  a  relatively
 small  amount of energy is required  for  preliminary and primary treatment, disin-
 fection  by  chlorination,  and for   building  heating and  cooling.   Most  of  the
 energy required in  a conventional wastewater  treatment plant is for the secondary
 treatment  system.   Aeration  energy  requirements in activated sludge treatment are
 often  the  single largest energy  use  in a typical  wastewater treatment plant.

      Sludge  treatment  processes  also require  a lot  of energy.   Energy required
 for  anaerobic  digestion  Is affected by  air and sludge temperature.  Most energy
 is required  to  heat anaerobic  digesters  in colder  climates.

CONSERVATION POSSIBILITIES AND PROGRAMS

     This  section  discusses  things  that you can  do to  conserve  energy  in  your
treatment  plant. These  suggestions  should  be carefully considered  for  their

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 full effect  on the  wastewater treatment  system.    Measures  which  may  help  one
 plant may not save energy in another or may cause process control  problems.

      You should be careful when  reducing  electrical power supplied  for  treatment
 equipment operation.   Some may cause some loss in treatment efficiency.

 Pump Adjustments

      One of  the major  users  of  energy  in  most  plants is  pumping. Typically,
 centrifugal pumps  use most of  the  total pumping energy.  For  a centrifugal  pump,
 as   the  pumping  head  is increased,  both  flow  and  power  consumption  may  be
 decreased.  By partly closing (or throttling) the  discharge valve, an artificial
 head is  created. This causes  a lower flow  to  be  pumped and the power  consumption
 may  be  reduced depending on  the characteristics  of  the pump curve and the  opera-
 ting point. Such adjustments can be made  during  low flow  periods or in  initial
 phases  of plant operation when flows are  low.  Be careful not  to  close valves  so
 far  that they plug or  that   velocities  are  reduced so low  that  solids settle  in
 pipes. Any  adjustments  or changes in pumping should be very carefully  assessed  by
 someone  familiar with your system and knowledgeable about pumping. Poor  judgement
 may  lead  to  increase  in  energy consumption  and  possibly  dangerous  operating
 conditions.

      Changes in the  type, number and speed  of  pumps may  reduce  pumping  energy.
 If a pump is to  be  operated  at a reduced capacity  for  a  long  time, energy  can  be
 saved  by installing  a  smaller impeller in the  same  pump.    This  method  reduces
 power  consumption  more  than  throttling.

      Perhaps the most  common method to vary pumping  rate and  conserve  pumping
 energy  for   larger  plants is  control of  pump speed.  One way  to  do  this is  to
 change  pulley sizes  for  belt-drives  or reduce  motors  to  lower  speeds.  Drives
 using  manually adjustable pulley and belt  systems,  two speed  motors,  and  various
 types  of electronic  drives   can  also be  used.  These  methods require  only  that
 operating personnel turn a handcrank,  push a button or turn a knob to  adjust  pump
 speed.

     For centrigual  pumps, reducing pump speed  allows the  use  of  the more  effi-
 cient,  full-size impeller and at the   same  time  provides  a  quick,  easy way  to
 increase pumping  capacity when  it  is  needed.  Operation  at  lower  speed  also
 results  in  a longer pump  life.

     When the replacement of  existing  pumps  is being  planned,  consider  variable
 speed  pumps. Pump speed  is   regulated  automatically by  changing  motor  speed  or
 using a  variable speed  drive between the  pump  and motor.  Speed  is controlled  to
 pace  the pump flow to  items  such as wet  well  level or  discharge  pressure.  This
method can  save  a  lot of  energy.  However,  the initial  cost  of the  drive and  con-
 troller  and increased maintenance costs may be more  than  the  savings in  energy
 costs.  Your  consultant  can  determine   if  variable  speed  drives  will  save you
money.

     Propeller  or  axial  flow pumps  normally  use more  power  when the discharge
 head  goes  up.   Power  used by positive displacement  pumps  is  almost  directly
 related  to discharge  pressure.

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      Energy  savings with these  pumping  systems, particularly  from positive dis-
 placement  systems,  can be obtained by varying pump speed. Nearly all of the speed
 control methods  for centrifugal pumps may also  be  used  for positive displacement
 pumps. Small  positive  displacement pumps,  such as those  used for chemical feeding
 or  sludge  pumping  often have  a built-in  way  to  control  either  the  length  or
 timing  of  pumping  strokes.  Adjustments to  these  types  of pumps  are easy  and
 quick. An  adjustable timer can  be used  to control  the  percent of time  the pump
 operates.

      Energy  savings can also be  accomplished by sharing the pumping  load  among
 several pumps  in a  system.  Use only  the number  of  pumps necessary to  handle  the
 required volume  at  any  time (44).

 Pump Maintenance and Operation

      Besides  the adjustments  to pumps discussed above,  operation and  maintenance
 can also affect energy  consumption.   Some  items  to  regularly check  are:

      •    Partial clogging or closures in valves, pipelines  and pumps.

      •    Wear on pump Impellers and casings  which lowers effclency.   Installa-
           tion or replacement of wear rings or adjustment  of  the impeller  setting
           is all that may be required to regain  original efficiencies.

      •    Improper adjustment of packing causing binding of  pump shaft.

      •     Improper settings for  start-stop  controls causing too frequent  cycling
          of pumps.

      •    Dirty or loose electrical contacts.

 Plant Lighting, Heating, and Ventilation

      Past practice  in many multi-shift plants has been to have all  lights  burning
 continuously  regardless of the needs  of  the  area*  Non-work  areas  and yards are
 often highly  illuminated. The electricity  required for   lighting  in  many plants
 could be  reduced 20  to 30 percent without any loss in work efficiency or safety.

      Your ventilation equipment  may  provide 4 to 6 fresh air  changes  per  hour.
 Most  industrial plants  are designed for 1.5 fresh air  changes  per  hour.   If pos-
 sible,  the  number of fresh air  changes should be reduced  for  structures such as
 headworks,  solids processing,  tunnels, and digester control  rooms;  however,  care
 must  be taken  to keep  a safe  working atmosphere in the   various buildings.  When
 ventilation rates can  be safely  reduced to 2 to  3 changes per  hour, the building
 heat  requirement  may be  reduced  25 to 30  percent.

      Some energy  conservation  measures that  are applicable to all large buildings
are (7):

     •    Reduce  corridor, room,  and outdoor lighting  levels as  much  as possible
          considering operational requirements,  safety, and security.


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 Shut down air conditioning equipment and reduce heating  levels  in  unoc-
 cupied buildings as much as possible on weekends and holidays.

 Reduce the  normal  heating  and  cooling  to  unoccupied  spaces  such  as
 storerooms.

 Reduce the amount of outside ventilation air used in heating, ventilat-
 ing, and  air conditioning systems  to  meet  the  minimum safe ventilation
 requirements.

 For  predicted hot  days,  consider cooling  the  building below normal  at
 night  and during early  morning  hours and allowing the temprature  to
 rise during  the  afternoon.

 Keep air  filter  systems clean for  better  circulation and to reduce fan
 horsepower.

 Inspect   and  repair,   if  necessary,   insulation,  caulking,  weather-
 stripping, and storm windows of buildings.

 Check  pipe insulation on all  steam or hot water  lines passing through
 air  conditioned  spaces and  on all chilled water lines or cold air  ducts
 passing through  non-air-conditioned space*

 Regularly clean  lighting fixtures,  lamps,  reflectors,  and  shades  to
 keep up maximum  lighting  efficiency.

 Post instructions concerning  operation and  maintenance  procedures for
 all  employees.

 Turn off  air conditioning shortly before the end  of the  working day  in
 areas  not  used around-the-clock.

 For  individual air conditioning units, close the  damper  admitting out-
 side air  to  the  minimum position.

 To reduce air conditioning  loads,  close  blinds, shades,  and  draperies
 on the sunny side of the  building.

 Keep outside  doors  and  windows   closed   during  heating  and  cooling
 seasons.

 Use  a  minimum amount of  lighting  during  daylight hours  in  rooms  which
 have adequate  windows  or  skylights.

 Keep  unnecessary lights  turned off and  shut  off  lights when  leaving
office or other  work areas.

Turn  off  electric  fans,  coffee makers, and  other appliances  when not
needed, especially  during peak demand  periods.
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Screening and Grit Removal

     If  you have a  sludge  incinerator, consider  burning your  screenings  rather
than hauling them to  land disposal.   If you do haul  them,  provide  enough storage
so that  you don't waste  any  trips.

     For  grit  removal,  don't  make  any extra  effort  to  produce a  "clean"  grit,
which is later disposed  of at  a  landfill. Washing  grit  may  often be unnecessary.

Sludge Pumping

     Over-pumping  of  sludge  from settling  basins wastes  energy.    Over-pumping
often occurs  during  low-flow  periods and  results in sludge  which is  too  thin.
Pumps should be  reset  to reflect the  low  flow.

     In  addition to  increasing the  energy required to  pump  the  sludge,  there can
be  a chain  effect   throughout  the plant.  For  example, the  effects of  pumping
sludge with A percent solids versus 5  percent  solids include:  an  increase  of 20
to 25 percent  in initial pumping energy;  increased  volume of  sludge can  affect
loadings, efficiencies and energy requirements for thickeners, supernatant return
pumps,  chemical  feeding and  mixing  equipment,  digester  heating  systems  and
dewatering  systems;  and  adverse  effects on digester  gas production and  incinera-
tor operation.

Trickling Filters

     The major energy consumption in  trickling filter  operation is the  electric-
ity  required  for recirculation  pumping. Attention  to  pump and motor  efficien-
cies is  important.  The  actual effect of  increasing  and decreasing recirculation
rates should  be  determined at each plant.  Plants which meet  effluent  discharge
requirements at  1:1 recirculation ratios may also  do  so at  0.75:1 or 0.5:1 ratios
(7)-

Rotating Biological Contactors (RBC)

     Energy consumption  is largely  for  media rotation.   If  an RBC plant is opera-
ting at  less than full design  capacity, energy can be  saved by leaving  a portion
of  the   contactor  units  idle,  or  by reducing  the  rotational  speed.  Adjusting
rotational  speed of  individual  stages  to  meet the discharge  requirements should
be done at each  plant  (7).

Activated Sludge

     Energy required for aeration  in an activated  sludge   plant  usually exceeds
all other uses in the  plant.   Because of this, the possibility of  energy savings
deserves a great deal  of attention.

     In  diffused-air  plants,  the major energy user  is  the blower.   Like pumps,
blowers  can be either centrifugal or positive  displacement.  Centrifugal blowers
are most commonly used in large  plants  but  are also used in small plants.
                                        133

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     Centrifugal  blowers can be  controlled  in much  the same way  as centrifugal
pumps. Air  flow can  be  controlled by partial closure of a throttling valve on the
blower suction or discharge, by  changing  impeller design, or by  changing speed.
One  of  the  easiest, most  efficient ways  is to adjust  the  valve  on the suction
side of  the blower.  This method  reduces  energy consumption  more  than throttling
the  discharge valve for the  same  reduction  in  air  flow.  Because  most  blower
installations already  have  the  necessary valving, the  only  cost  is for operating
labor. Control  of the  suction  valve can also  be  made  automatic.  Seek  help from
your consulting  engineer to do this; he  will  be aware  of  some of  the problems
associated  with this,  such  as blower surge and  its control.

     Air  flow and energy consumption can  be  controlled for  positive displacement
blowers by  control of  speed or  the use of several units.  You must also consider
the  side effects  of  reducing  aeration.  It could  result  in  loss  of  treatment
efficiency  and  in higher  total  plant  energy  uses  as  a  result  of  an  increased
loading on  solids  processing.  Thus, the overall effects  of  unit  energy conserva-
tion on the total activated sludge process 'must be considered.

     Proper  maintenance of blower  bearings,  seals,  and  clearances can  reduce
energy use.   Mr filters and  diffusers must be kept clean.  If  left dirty they
can account for increased pressure drops  of  up  to 20 percent (44).

Effects of  Solids Retention Time  on Overall  Energy Utilization

     Conserving electrical  energy use  by  manipulating  the  solids  retention time
(SRT) results  in  a  tradeoff  between aeration  basin power and additional sludge
production.  The  higher the SRT,  the larger  the aeration energy requirement.  The
tradeoff  is that  sludge production decreases as the SRT increases. So at a higher
SRT, the  aeration energy requirements are  higher,  but the sludge treatment energy
requirements are  lower.

     The  practical  limits  of SRT vary from  3 days to about  15 days.  By varying
the SRT,  the energy  requirements  may vary more  than 20  percent.   Overall, a lower
SRT should  reduce the overall  energy requirements if  the  sludge  handling system
is a low energy use system.   However,  if the sludge  produced  is  treated  in an
energy-intensive  system, it may be  more  energy efficient to increase the SRT to
reduce solids production (44).

Sludge Dewatering

     Intermittent  operation  of  sludge  dewatering  processes  can   save  energy
because equipment  operated near  design  capacity  has greater efficiency. If your
plant is  not  yet fully  loaded,  operating intermittently  at full  load  uses less
energy than running  all the time  at low loadings.

     The  following  example of  a  dewatering  system  consisting of  chemical condi-
tioning and vacuum  filtration shows  the  potential for energy savings.   Table 12
shows the energy  requirements for 1 and 10 mgd plants operated intermittently and
continuously.  Intermittent operation could reduce energy consumption by approxi-
mately 45 percent  for a 1  mgd  plant and  by  over  20 percent for  a 10 mgd plant.
As the size of the plant increases, the saving continues  to decrease, but at 100
mgd  the  saving  is still about  15 percent.   The   total  operating  and maintenance

                                        134

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costs would  also be  reduced through  intermittent operation.    The  savings  are
approximately 20 percent for both 1 and 10 mgd plants  (44).



         TABLE 12.  ENERGY REQUIREMENTS FOR CONTINUOUS AND  INTERMITTENT
                    OPERATION OF A VACUUM FILTER SYSTEM*
                                      ^•^_^*M>iM^Mi^Mi^_«MM^B^^^^^Bm^BWW

                                      Energy required, kwh/yr
Treatment plant size      	1 mgd	   	10  mgd
Operation
Vacuum Filtration
Chemical Conditioning
Storage
TOTAL
Continuous
32,000
2,800
34,800
Intermittent**
17,400
1,200
500
19,100
Continuous
145,000
7,800
800
153,600
Intermittent
108,300
5,200
4,200
117,700
 * Based on treatment of  digester  primary and waste activated sludge.
** Intermittent operation is  for five,  8-hour shifts per week.

Source:  Reference 44

Anaerobic Digestion

     The  digester heating  requirements can  be  reduced by  Increasing  the solids
concentration  in the  sludge  pumped   to  the  digester.  In  some  cases,  the
operating  temperature  in a lightly loaded digester may also  be  lowered without
hurting the performance of  the digester.

RESOURCE  RECOVERY PROGRAMS

Use of Anaerobic  Digester Gas

     One  of the  best  ways to  reduce energy  used  in wastewater  treatment  is  to
recover and reuse the energy  available in sludge  digesters.  Digester gas can  be
used for  on-site  generation of electricity or for  digester and building  heating.
Digester  gas  can  also  be  used off-site  in a  natural gas supply system. This  will
require  treating  the gas to  remove hydrogen  sulfide  and  moisture. Also, in  most
cases,  the heat  value of the digester  gas must be  increased by  removing  carbon
dioxide before it is used in a natural gas system.  It  is  very common for  digester
gas  to be used for  digester and  building  heating   and  on-site to generate  elec-
tricity and drive pumps.

Gas Production

     Gas  produced by  anaerobic digestion is  about two-thirds  methane  and  one-
third  carbon  dioxide  with relatively  small  amounts  of water, hydrogen  sulfide,
ammonia,  and  other  gases. The  heat value of the   gas  varies from  one  plant  to
another,  but  is  typically  about 600  Btu/standard  cubic  foot   (scf).  In  some
installations the gas is used directly  from the  digester.  In others, water and
hydrogen  sulfide  are removed to protect  engines  and other equipment.


                                         135

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      The volume of gas  produced in the  digester  is usually at  least  15 scf  gas
 produced/lb volatile  solids  (VS)  destroyed.    For a  typical  activated  sludge
 plant,  this means about 11,000  scf of  digester gas will  be produced per million
 gallons  treated.   The heat value of  this gas may be high enough to supply  about
 75  percent  of  the  electrical  power  needed in the typical  activated  sludge plant.

 Systems  to  Use Gas

      A  system  to  use  anaerobic digester gas  is  shown in Figure 28.   Gas from  the
 digester is cleaned,  compressed, and stored. After storage, the  gas can be used
 directly as fuel  to  heat  the digesters  or  buildings  or  as  fuel  for an internal
 combustion  (1C) engine coupled  to an electric generator.  The  1C engine could  be
 used  to  generate  electricity  for  general  uses  or directly  coupled  to  an  air
 blower or water pump  to supply  some of  the  aeration or pumping requirements.  The
 engines  can be equipped with heat  recovery  systems and  the recovered  heat used
 for building or digester heating. Such  systems have been used for  over 20  years
 in  several  treatment  plants  in  the United States and  other countries  (45). Your
 consulting  engineer can advise  you if  such  a system might  be  economical in your
 plant.

 Sludge Utilization

      The use of sludge as fertilizer or soil conditioner saves energy  two  ways;
 it  can  eliminate  energy used  by some  processes such as dewatering  and  incinera-
 tion, and it reduces  the need for energy to manufacture chemical  fertilizers.

      Using  sludge  on  pasture  and farm land  is  simple and relatively low in  cost.
 Land  application  has  been used  to reclaim strip mine spoils or other  poor  land.
 Composted sludge  is a good  soil  conditioner.

      There  are many local,  state, inter-state  and  federal regulations  on the  use
 of  sludge.   Information on  these rules can be  obtained from the  wastewater  or
 solid waste agencies in your area  and   the  local  or state  public health depart-
 ments.   These  agencies  are  concerned  about ground and  surface  water  pollution
 from  infiltration  and runoff  of  sludge  contaminants.   This potential can be kept
 to a  minimum with  proper design, site selection,  and  operation, and depends upon
 soil  type,  climate, type of  crop,  application technique, and  whether  the  sludge
 is liquid,  dewatered,  or dry.

      If  you dry digested sludge on sand beds,  you  should let  the public know it
 is available for  private use.   With good publicity,  some towns get  rid of  all
 their dried sludge this way.   The most  successful  programs give the sludge away
 and have  suggestions  on  how to best use it.

 SOLAR ENERGY

     There  has  been a great deal of publicity about solar heating.  It may be use-
 ful in  your plant  for  digester  hot water or building   heating.  A system for  hot
water and space heating  is  shown in Figure 29. Solar energy has been proposed  for
 use in digester heating, but  no full scale  plants  use  such a  system at present.
 One study found (46):


                                        136

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    GAS FROM DIGESTER
    0.2 psi 95^ F
     STEAM OR HOT
      WATER TO
     DIGESTER OR
      OTHER USE
           i
          HEAT
         RECOVERY
          UNIT
Source:  Reference  45
                                           SCRUBBER
                                  ALTERNATE
                                     FUEL
                                    SYSTEM
 INTERNAL
COMBUSTION
  ENGINE
                               COMPRESSOR
                                                               /  STORAGE \
                                               ELECTRICAL GENERATOR
                                               AIR BLOWER
                                               WATER PUMP
                                                        EXCESS GAS
                                                          BURNER
                           Figure 28.   Anaerobic  digester gas utilization  system.

-------
                                                                         AUXILIARY HEAT
      SOLAR
      RADIATION
03
       I
                                                                                                     HOT AIR TO
                                                                                                     SPACE
                                                                                                     HEATING
                                                          HOT WATER
                                                           STORAGE
                                                             HEAT
                                                          EXCHANGER
                                              COLD
                                             WATER
                              HEAT
                            EXCHANGER
                                                                                                           COLD
                                                                                                          'AIR IN
t
TO HOT WATER
SYSTEM
                                                                 AUXILIARY HEAT
        Source:   Reference 45
                                    Figure 29.  Solar  energy system for water  and space heating.

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      •    It is  technically  and  economically  feasible  to  heat  digesters with
           solar energy.

      •    The lowest  cost  method  is  to  supply  about  90  percent of  the  annual
           digester heat  requirement with solar energy.

      •    Preheating raw sludge before it  enters  the  digester  is the best  method
           of using solar energy.

      •    Solar heating  of  anaerobic digesters  is  economically  feasible  at all
           locations in the  United States, including Alaska.

      •    The best size  solar heating system would supply 82 to 97 percent  of the
           annual  heat  requirement.

      Your  consulting engineer can advise you  if  solar heat  would be economically
attractive at your plant.

MANAGEMENT OF OPERATIONS

      Your  main  responsibility in management of energy conservation  efforts is  to
ensure  that  they  do not  reduce  plant effluent quality or performance  of  solids
handling systems.  You  should:

     •     Be  aware  of  changes  in  the availability of  critical supplies.

     •     Keep operating  records  for all  electrical  power,  fuel and  chemical uses
           for  the   entire   plant   and  for  individual  unit   processes,   where
           possible.

     •    Develop a contingency plan for  operating  the plant  at various  levels  of
           reduced  electrical  power,   fuels,  and  chemicals  in  case  shortages
          occur.

     •    Explore  the  possibility  of  making  fuel  or  chemical substitutions  in
          case of prolonged shortages.

     •    Provide training on energy aspects so that your  operators  can  carry out
          energy conservation practices.
                                       139

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REFERENCES

-------
                                  REFERENCES
 1.   Pierce,  D.M.,  "Responsibilities  of  a  Sewage  Treatment  Plant  Operator,"
     Journal Water  Pollution  Control  Federation,  p819,  1957.

 2.   Quartly,  E.V.,  "The  Responsibility  of  the  Administrator  and  Operator,"
     Journal Water  Pollution  Control  Federation,  p!080, 1955.

 3.   "A Training  Course  in   Water  Utility  Management,"  American  Water  Works
     Association, Manual M5.

 4.   Bargman,  R.D., "Organization  and  Management Control  in  a  Sewage  Treatment
     Plant,  "Journal Water Pollution  Control  Federation, pllAS,  1953.

 5.   Graeser,  H.J., "Sewage  Works  Management,"  Journal Water  Pollution  Control
     Federation,  p!33,  1953.

 6.   "Urban   Public   Works   Administration,"    International    City   Management
     Association,  1976.

 7.   "Operation of  Wastewater Treatment Plants," Manual of Practice No. 11, Water
     Pollution  Control  Federation,  1976.

 8.   "Estimating Laboratory Needs for Municipal Wastewater Treatment Facilities,"
     EPA Report 430/9-74-002, June, 1973.

 9.   "Maintenance Management  Systems for Municipal Wastewater  Facilities," EPA
     Report  430/9-74-004, 1973.

10.   "Emergency  Planning  for  Municipal •Wastewater  Treatment   Facilities," EPA
     Report  430/9-74-013, February, 1974."

11.   "Emergency  Planning  for  Water Utility Management,"  American  Water  Works
     Association, Manual 19,  1973.

12.   "Financing  and  Charges  for  Wastewater  Systems,"  Joint   Committee  Report
     American  Public  Works  Association,  American  Society  of  Civil  Engineers,
     Water Pollution Control Federation, 1973.

13.   Billings,   C.H.  and  Smallhorst, D.F.,  eds.,  "Manual of  Wastewater  Opera-
     tions," prepared  by the Texas Water Utilities Association, Fourth  Edition,
     Lancaster Press,  Inc.,  1971.

14.   "Municipal Sewer Service  Charges," American City  Magazine.

15.   Culp, G.L.,  Benjes,  H.H.,  Jr., and  Puntenney,  J.,  "Evaluating  Wastewater
     Facility Staffing  Needs," Journal Water Pollution Control  Federation, p226,
     November 1977.

                                        141

-------
 16.   Dames  & Moore, "Analysis  of  Operations  and Maintenance  Costs  for  Municipal
      Wastewater  Treatment Systems," prepared  for  Office of Water Program  Opera-
      tions,  U.S.  Environmental Protection Agency,  MCD-39,  EPA  No.  430/9-77-015,
      May  1978.

 17.   Bauman,  E.,  et al,  "Estimating  Staffing and  Cost  Factors for  Small  Waste-
      water  Treatment Plants Less  than 1 mgd.   Part  I.  Staffing Guidelines  for
      Conventional  Municipal Wastewater Treatment  Plants Less  than  1 mgd,"  pre-
      pared  for Office  of Water Program Operations,  U.S.  Environmental  Protection
      Agency  by Iowa  State University,  EPA Grant  No. 5P2-WP-195-0452,  June 1973.

 18.   CH2M Hill,  "Estimating Staffing  for Municipal Wastewater  Treatment  Facili-
      ties,"  prepared for Office of Water Program Operations,  U.S.  Environmental
      Protection Agency,  Contract No. 68-01-0328, March 1973.

 19.   Patterson,  W.L. and  Banker,  R.F.,  "Estimating Costs  and  Manpower  Require-
      ments for Conventional Wastewater Treatment Facilities,"  prepared  for  Office
      of Research  and Monitoring,  U.S. Environmental  Protection Agency,  Project
      No. 17090 DAN,  Contract No. 14-12-462, October 1971.

 20.   Gulp,  Wesner,  Gulp,  "Comparative Cost  Estimates  for  Competitive  Suspended
      Growth  Biological  Processes,"  prepared  for Municipal  Environmental  Research
      Laboratory, U.S.  Environmental Protection  Agency,  Contract No.  68-03-2556,
      June 1978, Final Draft.

 21.   "Operator Certification - 1975 Status Report," by Association  of  Boards  of
      Certification  for  Operating  Personnel   in  Water  and  Wastewater  Utilities,
      Journal Water Pollution Control Federation, p!862,  1977.

 22.   Baxter,  S.S.,  et  al, "Personnel  Training, Utilization, and Policy," Journal
      Water Pollution Control Federation, pi,  January 1968.

 23.   Gilbert,  W.G.,  "Relation  of  Operation  and  Maintenance  to Treatment  Plant
      Efficiency," Journal  Water Pollution Control  Federation,  p!822,  July 1976.

 24.   Hegg, B.A., et al,  "Evaluation of  'Operation and Maintenance1  Factors  Lim-
      iting Municipal Wastewater Treatment Plant Performance,"  presented at  41st
     Annual  Meeting of  the Rocky  Mountain  Water  Pollution Control  Association,
     Albuquerque, New Mexico,  October  1977.

25.  J.L.  Krantz,  "Planning Training  to  Achieve  Objectives," Deeds  and  Data,
     Water Pollution  Control  Federation  December,  1978.

26.  Winkelhaus, C.,  "Safety   Performance of  Wastewater  Facilities   Remains  Poor
     through  Overall  Injury   Rates  Decline  Slightly,"  Deeds  and  Data,   Water
     Pollution Control Federation, October, 1978.

27.  Gulp, Wesner,  Gulp,  "Procedures  for  Operation  and Maintenance Evaluation  at
     Municipal Wastewater Treatment Facilities,"  prepared  for Municipal  Opera-
     tions Branch,  U.S.  Environmental  Protection Agency,  Contract No. 68-01-4727,
     October 1978,  Final  Draft.


                                       142

-------
 28.  Gerdel, W. E., "Management and Management  Responsibilities  in  Water Pollution
      Control," Journal Water Pollution Control Federation,  pl!46,  1963.

 29.  Longino, C.F., Jr., et al,  "Sewage Treatment  or Pollution  Control  - Trainees
      View Their Job," Journal Water Pollution Control  Federation,  p41,  1972.

 30.  Sparr, A. E., "Personal Relations  In  Wastewater Treatment Plant Operations,"
      Journal Water Pollution Control Federation, p!443, 1963.

 31.  Graeser, H.J., "The  'Mf Factor  in Wastewater Treatment," Journal Water Pol-
      lution Control Federation, p564, 1965.

 32.  "How  to  Improve  Individual  Manager   Performance,"  American  Management
      Association, 1969,

 33.  "1978 WPCF Salary  Survey  of Water Pollution  Control  Facilities Personnel,"
      Deeds and Data,  September, 1978.

 34.  Sheeran,  F.  B.,  "Management  Essential  for   Public  Works  Admnistrators,"
      American Public  Works Association, 1973.

 35.  Laehy,  G.J.,  "Wastewater  Treatment  Plant  Personnel:  Image  and  Training,"
      Journal of  the Water Pollution Control Federation, p!439, July, 1971.

 36.  Morrison,  D.R.,  and Bacon, V.W.,  "Union Management Relations in Public Serv-
      ice," Journal Water Pollution Control Federation,  p7, 1968.

 37.  Mashaw,  L.H., "Public Relations - A  Self-Analysis,"  Journal Water Pollution
      Control Federation,  p354,  1970.

 38.   "Public  Relations  Handbook," Water Pollution Control Federation, 1964.

 39.   "Public Information Handbook," Water  Pollution Control Federation, 1977.

 40.   "Annual  Report on  the Operation  of  the  Grand Haven-Spring  Lake  Authority
     Wastewater Treatment  Plant at Grand Haven,  Michigan for the Year 1977-1978,"
      1978.

 41.  Edwards,  J.A.,  "Selecting  an Environmental  Consultant,"  Pollution Engineer-
     ing,  p30, June 1978.

 42.  "Consulting  Engineering - A Guide for  the  Engagement of  Engineering Serv-
     ices," American Society of Civil Engineers  Manual  45.

 43.  Voegtle,  J.A.,  "Be  Conservative  About  Energy,"  Deeds  and  Data,  Water
     Pollution Control Federation,  February,  1975.

44.  Wesner,  G.M.,  et  al,  "Energy Conservation  in Municipal Wastewater  Treat-
     ment," MCD-32, U.S. Environmental  Protection Agency, March,  1978.
                                        143

-------
45.  Wesner, G.M.,  et  al,  "Evaluation of Energy Efficiency  in Planning  Municipal
     Wastewater  Treatment  Facilities,"  U.S.   Environmental  Protection  Agency,
     Draft Final Report, December,  1978.

46.  Cassel,  D.E.,  "An   Anaerobic  Digester   Heated  by   Solar  Energy,"   U.S.
     Environmental Protection Agency, Contract  No.  68-03-2356, June  1976,

47.  Benjes, H.H. Jr.,  "Attached  Growth Biological Wastewater Treatment  Estimat-
     ing  Performance  and  Construction  Costs  and  Operating  and Maintenance
     Requirements,"  prepared for  Municipal  Environmental  Research Laboratory,
     U.S. Environmental Protection  Agency, Contract No. 68-03-2186,  January  1977,
     Final Draft.

48.  Gulp, Wesner,  Gulp,   "Cost  of Chemical  Clarification  of  Wastewater,"  U.S.
     Environmental  Protection  Agency,  Contract  No.  68-03-2186,  January  1976,
     Final Draft.
                                       144

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                               OBTAINING REFERENCES


     Most of the references  cited  in this report can be obtained  from  one  of  the
following sources:

     American City  Magazine; Buttenheim Publishing  Corp;  470 Park Avenue  South;
     New York, NY 10016

     American Public  Works Association  (APWA)  1313 E.  60th Street;  Chicago,  IL
     60637.

     American Society of Civil Engineers  (ASCE);  345 E.  47th Street;  New York,  NY
     10017

     American Water Works Association (AWWA); 2 Park Avenue;  New York,  NY 10016

     International  City  Management  Association;  1140 Connecticut  Avenue,  N.W.;
     Washington,  DC 20036

     U.S.  Department  of  Labor;  Occupational Health  and Safety;  Washington,   DC
     20037

     U.S.  Environmental  Protection  Agency (EPA);   Office  of   Water  Program
     Operations;  Washington,  DC 20460

     Water Pollution Control  Federation (WPCF);   2626  Pennsylvania Avenue,  N.W.;
     Washington,  DC 20037
                                       145

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APPENDICES

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        APPENDIX A




EXAMPLE ALLOCATION OF COSTS

-------
     Basic data:

     Design plant flow = 5 mgd;  design sewer system flow = 10 mgd
     Population served = 30,000

                                                    mg/1        Ibs/day
                                    Volume,  mgd   BOD   SS_    BOD     SS

     Flows:
       Wastewater (non-industrial)      3.25        300  350   8,130   9,500
       Industrial                      0.75        750  450   4,690   2,800
       Infiltration                    0.50         -
                                       4.50
     Assessed valuation:
        Community      $80,000,000
        Industry         4,000,000

     Design loadings:
        BOD             16,500 Ibs
        SS              15,500 Ibs

Construction Costs
                Collection System                   $2,000,000
                Treatment Plant
                  Primary
                  Sedimentation Tanks                  260,000
                  Aeration Basins                      360,000
                  Aeration Equipment                   230,000
                  Secondary Sedimentation
                  Tanks                                330,000
                  Return Activated
                  Sludge Pumping
                  Station                              160,000
                  Waste Activated
                  Sludge Pumping
                  Station                              170,000
                                  A-l

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                    Primary Sludge
                    Pumping Station                  93,000
                    Chlorine
                    Contact Basins                  140,000
                    Chlorination
                    Equipment                        37,000
                    Gravity
                    Thickener                        72,000
                    Dissolved Air
                    Flotation
                    Thickener                       180,000

                    Vacuum  Filter                    250,000

                    Polymer Feed
                    and  Storage                       50,000

                    Incineration                  1,900,000
                     Subtotal                   $4,232,000
                    Yardwork                        592,000

                    TOTAL
                    CONSTRUCTION COST            $4,824,000
                    Engineering,
                    Fiscal,  Legal                    579,000

                    Interest During
                    Construction                     482,000

                    TOTAL CAPITAL
                    COSTS                        $5,885,000
Operating Costs  (Annual)
                                       Power &    Maintenance
                             Labor     Fuel       Materials       Chemicals
Plant
Primary Sedimentation       $10,800   $    65       $1,600
Aeration Equipment           24,300    22,000        6,400
Secondary Sedimentation      12,600        65        2,000
Return Activated Sludge
Pumping                       8,370       840          840
Waste Activated Sludge
Pumping                       1,900        90        4,000
                                  A-2

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 Operating Costs  (Annual)  (Continued)
                              Labor
               Power &
               Fuel
Maintenance
Materials
                                                                   Chemicals
 Plant
 Primary Sludge Pumping
 Chlorination Equipment
 Gravity Thickener
 Dissolved Air
 Flotation Thickener
 Vacuum Filter
 Polymer Feed
 and Storage
 Incineration
 Collection System
1,200
10,400
3,600
6,900
22,500
2,800
44,100
6,000
30
-
30
3,800
'2,400
40
38,000
-
1,900
2,500
130
120
17,000
50
6,800
4,000
-
16,700
-
400
64,400
-
-
-
                          $155,470
             $67,360
 $47,340
$81,000
 Allocate  Collection System Costs
      The  capital  costs  can be allocated as  follows:
Total System
Current Domestic Users
Industry
Infiltration
Future Use
Design Flow, mgd
     10.00
      3.25
      0.75
      0.50
      5.50
   Allocation

     32.5%
      7.5%
      5.0%
     55.0%
     The costs for future use (55%) should be recovered through property
taxes while the costs for current use (45%) would be recovered from service
charges.  In terms of annual revenue:
          Annual debt service and coverage on local
          capital cost of $2,000,000 for collection system
          Required revenue from property taxes (55%)
          Required revenue from user charges (45%)
                                        $226,540
                                         124,600
                                         101,940
                                  A-3

-------
     The  operating  costs  for  the  collection system are  primarily related to
flow.
          Annual O&M costs  for  collection  system from current  users
                                       $10,000
Allocate Treatment Plant Costs

     A fair allocation of  treatment  plant  costs  is  more  complex because the costs
of some treatment units are primarily determined by flow,  some  by  BOD,  and some
by suspended solids.  The  costs can  be categorized  by  treatment process as
follows:
                                    Total
                                   Capital*
                    Local
                   Annual**
                   Capital
 Annual
  O&M
Primarily Affected By Flow:
  Primary Sedimentation
  Secondary Sedimentation
  Activated Sludge Pumping
  Chlorination
$  361,400
   458,700
   458,700
   246.000
$1,524,800
                                                        $43,200
 $12,465
  14,665
  16,040
  29.600
 $72,770
Primarily Affected by SS:
  Primary Sludge Pumping
  Thickeners
  Vacuum Filter
  Polymer System
  Incineration
   129,300
   350,300
   347,500
    69,500
 2.641.000
$3,537,600
                                                       $100,175
   3,130
  14,580
 106,300
   2,890
  88.900
$215,800
                                      A-4

-------
                                      Total
                                     Capital*
                                 Local Annual**       Annual
                                    Capital            o&M
  Primarily Affected By BOD:
    Aeration Basins
    Aeration Equipment

       TOTAL
$ 502,900
319,700
$ 822,600
$5,885,000
$ 23,265
$166,640
52,700
$ 52,700
$341,270
      *Including  allowance  for  yardwork,  engineering,  fiscal,  legal,  interest,
       etc. requirements  of 20%
     **Reflects 75% grant funding,  and  debt  coverage

      The first step is to  allocate  these costs between  present  and future  design
 loads for each category of  costs:
      Flow related costs:
           Current flows  «  4.50  «
           Design flows      5.00
      BOD related costs:
           Current load   -  12.820
           Design load       16,500
      SS related costs:
           Current load   -  12,300
           Design load       15,500
                    90% to current users
                 =  78% to current users
                 =   79%  to  current  users
     Capital  costs  from current  users would be recovered through user charges
while costs for  future  users  would  be recovered from property taxes:
                       Local
                  Capital  Costs
                      From
                  Current Users
                         From
                     Future Users
Flow Related
BOD Related
SS Related
     TOTAL
$ 43,200
  23,265
 100.175
$166,640
$ 38,900
  18,150
  79.140
$136,190
$ 4,300
  5,115
 21.035
$30,450
                                      A-5

-------
      Plant  O&M costs  are  recovered from current users.

                           O&M Costs

      Flow Related          $  72,770
      BOD Related             52,700
      SS Related           215.800
          TOTAL           $341,270

      In addition,  the  reserve fund contribution of $25,000 per year must be
allocated.  This requires  a  judgment  as to fair distribution between current and
future users  for each  system.   In  this  case,  75 percent of the reserve fund is
estimated to  be for the benefit  of current users.

                                 From Current              From Current
                                      Users               & Future Users

Collection  System
      Capital                       $124,600                  $101,940
      O&M                             10,000

Treatment Plant
      Capital                        136,190                    30,450
      O&M                            341,270
Reserve Fund                         18,750                     6,250
      TOTAL                         $630,810                  $138,640

User  Charges

      The revenue to be generated from property taxes for benefits which are
realized by present and future users  was $138,640.   Based on the total assessed
valuation of  $84,000,000,  this would  require  a property tax of $1.65 per $1,000
of assessed valuation.
                                       A-6

-------
     The  bulk of  the  revenue  ($630,810)  is to be raised through charges to the
users who are  currently  realizing  benefits from the  system.   One approach is
based on  the  allocation  of  costs  to  BOD,  SS,  and flow as  calculated  earlier:
                        Costs Allocated
                  Quantity
                         Cost
Flow (4.0 rail gal domes-
  tic & industrial)
  Sewers
  Treatment
  Reserve Fund
BOD
Suspended Solids
$134,600
 111,670
  18,750
  70,850
 294,940
$630,810
                  1,460 MG
4,679,300 Ib
4,489,500 Ib
                 $0.182/1,000 gal
$15.14/1,000 Ib
$65.70/1,000 Ib
     The cost for domestic users per 1,000 gal is then:

     Flow related
     BOD related @ 300 mg/1, 25 Ib/1,000 gal
     SS related 6 350 mg/1, 29 lb/1,000 gal
                                             TOTAL
                                 $0.1820/1,000 gal
                                  0.0379/1,000 gal
                                  0.1906/1,000 gal
                                 $0.410/ 1,000 gal
     The charge to the industrial user would be:

     Flow related
     BOD related @ 750 mg/1, 6.25 lb/1,000 gal
     SS related @ 450 mg/1, 3.75 lb/1,000 gal
                                             TOTAL
                                 $0.179/1,000 gal
                                  0.095/1,000 gal
                                  0.246/1.000 gal
                                 $0.520/1,000 gal
     The  total annual revenues would then be:

     Domestic  User Charges $410/mil gal x 3.25 mgd x 365
     Industrial User Charges $520/mil gal
       x 0.75 mgd x 365 -
     Property  Taxes
                                             TOTAL
                                 $486,360

                                  142,350
                                  138.640
                                 $767,350
                                      A-7

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          APPENDIX B
EXAMPLE STAFFING CALCULATIONS

-------
  EXAMPLE DETERMINATIONS OF STAFFING

      To supplement the staffing estimation procedures outlined In Section 7,
  several examples are presented.  The information used in the examples wast derived
  from EPA reports (20, 47,  48).  The treatment plants included are used only as
  examples  to  show the staffing selection procedure.

      The  level  of utilization of plant personnel was assumed to be 1,656 hours/
 year, from Table 1,  and  the  job descriptions in Section 7 were used to specify
 job titles.  Each of the examples is described briefly in the following para-
 graphs. For  these examples,  the curves used don't separate operation and mainte-
 nance labor  requirements.  Thus,  judgment was used in classifying the labor
 between operation and maintenance.

      Example No.  1 - This example  is  based  on a 1 mgd capacity oxidation ditch
 extended aeration plant. The  plant doesn't  have  much mechanical equipment,  there-
 fore the maintenance requirements are  not great.   The operational  requirements
 are estimated to be  70 percent  of the  total operation and maintenance  man-hours.
 The annual labor requirement  is shown  in Table B-l and required staff  in  Table
 B-2.  An organizational chart is included to  show how the staffing could  be  set
 up, as  seen in Figure B-l.

     Example  No. 2 - The plant is a conventional  1 mgd activated sludge plant
 using submerged  aeration. The plant is more difficult to operate than  an  extended
 aeration plant and includes more mechanical equipment which requires more mainte-
 nance.   An operation  to maintenance ratio of 0.65 to  0.35 was used. The resulting
 labor requirments, job classifications, and organization chart are shown  in
 Tables B-3 and B-4 and Figure B-2,  respectively.

     Example  No.  3 -  The  third plant  is a 1  mgd rock media trickling filter
plant.   The plant is  simple  to operate and does not contain complex machinery.
Operation  requires more labor than maintenance.   The annual labor requirements,
the job  classifications,  and  an organizational chart are  shown in Tables B-5 and
B-6 and Figure B-3.
                                       B-l

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                  TABLE  B-l.   EXAMPLE  NO.  1 - OXIDATION DITCH
                              (1  mgd average day flow)
Functional Unit
  Unit Parameter
Quantity
Labor,
hr/yr
Raw sewage pumping
Preliminary treatment
Aeration
Final sedimentation
Return sludge pumping
Waste sludge pumping
Chlorination
Sludge drying beds
Sludge hauling
Administrative
Laboratory

Site work
Capacity/flow, mgd          3.5/1.0
Flow, mgd                     1.0
Horsepower                    60
Area, sq ft                 2,916
Capacity/flow, gpm          500/250
Capacity, flow, gpm         25/11
Tons/yr                       7.7
Tons/yr                       168
Volume, cu yd/yr, 10 mi       670
Capacity, mgd                 1.0
# samples*/day                2
# days/yr                     100
Site area, sq ft            200,000
                 1,050
                   900
                 1,700
                   800
                   300
                    85
                   450
                   200
                    90
                   500
           TOTAL
                                            8,275
* Samples of influent, effluent, oxidation ditch,  and  sludge  hauled
                                      B-2

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                TABLE B-2.  EXAMPLE NO. 1 - 1 MGD OXIDATION DITCH
Project  Example #1; 1 mgd
         Oxidation  Ditch
Staff position
Administration & General;
   Superintendent
   Assistant Superintendent
   Clerk Typist
   Storekeeper
      Subtotal
Estimated plant staffing complement

        Computed by 	RBW	
          Estimated annual
        payroll requirements
                             Man hours
          500
Operation Labor;
   Operations Supervisor
   Shift Foreman
   Operator II
   Operator I
   Automotive Equipment Operator
      Subtotal                 3.902

Maintenance Laborj
   Maintenance Supervisor
   Mechanical Maintenance Foreman
   Maintenance Mechanic II
   Maintenance, Mechanic I
   Electrician II
   Electrician I
   Painter
   Maintenance Helper
      Subtotal
        1,673
Laboratory;
   Chemist
   Laboratory Technician
      Subtotal

Site Work;
   Laborer
   Custodian
      Subtotal

Total Labor Requirements
          500
        1,700

        8,275
                     Number of
                     employees*
0.3
                         2.4
1.0
0.3
1.0

5.0
               Date   11/22/78
                   Suggested
                   staffing
                   Number of
                   employees
                                                J	
                                                1.5
                                                0.5
* Man-hours divided by level of utilization (1656 hrs/yr)
                                      B-3

-------
          OPERATOR 11(1)
        1
OPERATOR I (1.5)
                     MAINTENANCE HELPER (1)



                     LABORER (1)
                                                   LAB TECH (0.5)
    Figure B-l.    Example No.  1 - organization chart.
                            B-4

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      TABLE B-3.  EXAMPLE NO. 2 - 1 MGD CONVENTIONAL ACTIVATED SLUDGE PLANT
Functional Unit
  Unit parameter
Quantity
Labor,
hr/yr
Raw sewage pumping
Preliminary treatment
Primary sedimentation
Raw sludge pumping
Aeration
Final sedimentation
Return sludge pumping
Waste sludge pumping
Chlorination
Anaerobic digester
Sludge drying beds
Sludge hauling
Administrative
Laboratory

Site work

           TOTAL
Capacity/flow, mgd
Flow, mgd
Area, sq ft
Capacity, gpm
Horsepower
Area, sq ft
Capacity/flow, gpm
Capacity, flow, gpm
Tons/yr
Volume, cu ft
Tons/yr
Cu yd/yr,
Capacity, mgd
# samples*/day
# days/yr
Site area, sq ft
 3.5/1.0
   1.0
 1,607
   50
   50
 2,916
 500/250
   25
   7.7
  48,000
   125
   500
     1
     2
   100
 200,000
1,050
  900
  630
  120
1,550
  800
  300
   85
  450
1,400
   190
   80
   500
                                           10,155
* Samples of influent, effluent,  return activated sludge, digester contents
                                       B-5

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      TABLE B-4.  EXAMPLE NO. 2 - 1 MGD CONVENTIONAL ACTIVATED SLUDGE PLANT
                       Estimated plant staffing complement

                                                 RBW
Project  Example #2; 1 mgd     Computed by
        Activated Sludge Plant
Staff position
Administration & General;
   Superintendent
   Assistant Superintendent
   Clerk Typist
   Storekeeper
      Subtotal
                                 Estimated annual
                               payroll requirements
                             Man hours
                                 500
Operation Labor;
   Operations Supervisor
   Shift Foreman
   Operator II
   Operator I
   Automotive Equipment Operator
      Subtotal                 4,910

Maintenance Labor;
   Maintenance Supervisor
   Mechanical Maintenance Foreman
   Maintenance Mechanic II
   Maintenance Mechanic I
   Electrician II
   Electrician I
   Painter
   Maintenance Helper
      Subtotal
                               2,645
Laboratory;
   Chemist
   Laboratory Technician
      Subtotal

Site Work;
   Laborer
   Custodian
      Subtotal

Total Labor Requirements
                                 600
                               1,700

                              10,355
                                            Number of
                                            employees*
0.3
                                                3.0
1.6
0.4
1.0

6.3
               Date   11/22/78
                   Suggested
                   staffing
                   Number of
                   employees
                                                                        1
                                                                        1.5
                                                                        0.5
                                                                       0.5
                                                                        0.5
* Man-hours divided by level of utilization (1656 hrs/yr)
                                      B-6

-------
    1
OPERATOR I (1.5)
 AUTO EQUIPMENT
  OPERATOR (0.5)
                      OPERATOR II (1)
                           1
                        MAINTENANCE MECH. I  (1)
                        MAINTENANCE HELPER (0.5)
                        LABORER (1)
LAB TECH (0.5)
       Figure B-2.    Example No. 2  -  organization chart.
                                    B-7

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TABLE B-5.  EXAMPLE NO. 3 - 1 MGD, 21-FT FABRICATED MEDIA  TRICKLING  FILTER  PLANT
                                                                          Labor,
Functional Unit	Unit Parameter	Quantity	hr/yr
Raw sewage pumping
Aerated grit removal
Primary sedimentation
Raw sludge pumping
21' fabricated media TF
Recycle pumping
Final sedimentation
Waste sludge pumping
Chlorination
Anaerobic digestion
Sludge drying beds
Administrative
Laboratory

Site work
Capacity/flow, mgd
Flow, mgd
Area, sq ft
Capacity/flow, gpm
Volume, cu ft
Capacity/flow, mgd
Area, sq ft
Capacity flow, gpm
Tons/yr
Volume, cu ft
Tons/yr
Capacity, mgd
# samples*/day
# days/yr
Site area, sq ft
3.5/1.0
  1.0
1,670
  100
103,600
  5.5
1,820
   50
  7.7
15,000
   92
  1.0
   2
  100
200,000
1,050
  900
  630
  150
  450
1,050
  660
  110
  450
1,150
  170
  500
           TOTAL
                                           9,570
* Samples of influent, effluent, trickling filter influent and  effluent,  final
  effluent, digester.
                                      B-8

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   TABLE B-6.  EXAMPLE NO. 3 - 1 MGD, 21-FT FABRICATED MEDIA TRICKLING FILTER
                       Estimated plant staffing complement

                                                 RBW
Project  Example //3; 1 mgd     Computed by
  Fabricated Media Trickling Filter
Staff position
Administration & General;
   Superintendent
   Assistant Superintendent
   Clerk Typist
   Storekeeper
      Subtotal
                                 Estimated annual
                               payroll requirements
                             Man hours
                                 500
Operation Labor;
   Operations Supervisor
   Shift Foreman
   Operator II
   Operator I
   Automotive Equipment Operator
      Subtotal                 4,739

Maintenance Labor;
   Maintenance Supervisor
   Mechanical Maintenance Foreman
   Maintenance Mechanic II
   Maintenance Mechanic I
   Electrician II
   Electrician I
   Painter
   Maintenance Helper
      Subtotal
                               2,031
Laboratory;
   Chemist
   Laboratory Technician
      Subtotal

Site Work;
   Laborer
   Custodian
      Subtotal

Total Labor Requirements
                                  600
1,700

9,570
                                            Number of
                                            employees*
                 0.3
                                                2.9
                 1.2
                 0.4
                                                 1.0

                                                 5.8
                               Date   11/22/78
                                   Suggested
                                   staffing
                                   Number of
                                   employees
* Man-hours  divided  by level  of  utilization (1656 hrs/yr)
                                       B-9

-------
            OPERATOR II (1)
OPERATOR 1
(2)
               MAINTENANCE HELPER (1)
               LABORER (1)
                                                LAB TECH (1)
Figure B-3.   Example No. 3 - organization  chart.
                     B-10

-------
     Example No. 4 - The  fourth  plant  is  a 5 mgd rotating biological contactor
plant.  It is simple to operate  and  does  not contain complex machinery.  A 65 to
35 ratio was used to determine the breakdown between operation and maintenance
personnel.  The annual labor  requirements and the job positions suggested are
shown in Tables B-7 and B-8,  and an  organizational chart in Figure B-4.

     Example No. 5 - This example is a 10 mgd rock media trickling filter plant.
Operation is simple and there is no  complex machinery.  The annual labor
requirements, a suggested staffing guide  and an organizational chart are shown on
Tables B-9 and B-10 and Figure B-5.

     Example No. 6 - This plant  is a standard 10 mgd air activated sludge plant
including sludge digestion  and dewatering.  Operation is more complicated and the
process is subject to upset.  Maintenance is also more demanding due to  the  addi-
tional equipment required.  Annual labor  requirements and the suggested  staffing
level are as shown on Tables  B-ll and  B-12, and the organizational structure is
shown in Figure B-6.
                                       B-ll

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         TABLE B-7.  EXAMPLE NO. 4 -  5 MGD  ROTATING  BIOLOGICAL  CONTACTOR
Unit
Raw sewage pumping
Aerated grit removal
Primary sedimentation
Raw sludge pumping
Rotating media TF
Final sedimentation
Waste sludge pumping
Chlorination
Anaerobic digestion
Sludge pumping
Vacuum filtration

Sludge hauling
Administrative
Laboratory

Site work
TOTAL
Unit Parameter
Capacity/flow, mgd
Flow, mgd
Area, sq ft
Capacity/flow, gpm
Volume, cu ft
Area, sq ft
Capacity, flow, gpm
Tons/yr
Volume, cu ft
Capacity/flow, gpm
Tons/yr,
Area, sq ft
Volume, cu yd/yr
Capacity, mgd
# samples*/day
# days/yr
Site area, sq ft

Quantity
13.5/5.0
5.0
8,330
80
185,000
8,330
100
40
75,000
25
506
400
2,044
5.0
3
300
300,000

Labor ,
hr/yr
1,300
1,900
1,400
140
2,500
1,400
160
780
1,700
85

1,700
380
1,600
2,400

2,100
19,545
* Samples of influent, effluent, trickling effluent, digester, vacuum  filter
                                      B-12

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       TABLE B-8.  EXAMPLE NO. 4 - 5 MGD ROTATING BIOLOGICAL CONTRACTOR
                       Estimated plant staffing complement

                                                 RBW
Project  Example #4; 5 mgd     Computed by
  Rotating Biological Contactor
Staff position
Administration & General;
   Superintendent
   Assistant Superintendent
   Clerk Typist
   Storekeeper
      Subtotal
                                 Estimated annual
                               payroll requirements
                             Man hours
                               1,600
Operation Labor;
   Operations Supervisor
   Shift Foreman
   Operator II
   Operator I
   Automotive Equipment Operator
      Subtotal                 8,739

Maintenance Labor;
   Maintenance Supervisor
   Mechanical Maintenance Foreman
   Maintenance Mechanic II
   Maintenance Mechanic I
   Electrician II
   Electrician I
   Painter
   Maintenance Helper
      Subtotal
                               4,706
Laboratory;
   Chemist
   Laboratory Technician
      Subtotal

Site Work:
   Laborer
   Custodian
      Subtotal

Total Labor Requirements
                               2,400
                               2.100

                              19,545
                                            Number of
                                            employees*
 1.0
                                                5.3
  2.8
  1.5
  1.3
IVH^H^H^^~

 11.9
                Date   11/22/78
                    Suggested
                    staffing
                    Number of
                    employees
                                                                        1.5
                                                                       J	
                                                                       0.5
12
* Man-hours divided by level of utilization  (1656  hrs/yr)
                                       B-13

-------
I
I-1
^
                                              SUPERINTENDENT
I OPERATOR II  (1)
                                                             ELECTRICIAN II  (1)
                              MAINTENANCE MECHANIC I  (1)
       OPERATOR I (3)
                              MAINTENANCE HELPER
                                                                       LAB TECH (1.5)
                                                                                              LABORER (1)


                                                                                            CUSTODIAN (0.5)
         AUTO EQUIPMENT

          OPERATOR  It)
                       Figure B-4.    Example  No.  4 - organization chart.

-------
         TABLE B-9.  EXAMPLE NO. 5-10 MGD ROCK MEDIA TRICKLING FILTER
Unit
Raw sewage pumping
Aerated grit removal
Primary sedimentation
Raw sludge pumping
8' rock media TF
Recycle pumping
Final sedimentation
Waste sludge pumping
Chlorination
Anaerobic digestion
Sludge pumping
Vacuum filtration

Sludge hauling
Administrative
Laboratory

Site work
TOTAL
Unit Parameter
Capacity/ flow, mgd
Flow, mgd
Area, sq ft
Capacity/flow, gpm
Volume, cu ft
Capacity/flow, mgd
Area, sq ft
Capacity flow, gpm
Tons/yr
Volume, cf
Capacity/ flow, gpm
Tons/yr, area
Area, sq ft
Volume, cu yd/yr
Capacity, mgd
# sample s*/day
# days/yr
Site area, sq ft

Quantity
25
10
16,700
100
1,412,000
50/50
16,700
150
77
150,000
50
1,012
200
4,088
10
4
300
300,000

Labor ,
hr/yr
1,700
3,000
2,100
160
2,500
2,500
2,100
160
1,100
2,200
110

2,600
500
3,000

3,300
2,800
29,830
* Samples of influent, trickling filter influent effluent,  final effluent,
  digester, vacuum filter
                                      B-15

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         TABLE B-10.  EXAMPLE NO. 5-10 MGD ROCK MEDIA TRICKLING FILTER
                       Estimated plant staffing complement

                                                 RBW
Project  Example //5; 10 mgd    Computed by
  Rock Media Trickling Filter
Staff position
Administration & General:
   Superintendent
   Assistant Superintendent
   Clerk Typist
   Storekeeper
      Subtotal
                                 Estimated annual
                               payroll requirements
                             Man hours
                                            Number of
                                            employees*
                               3,000
Operation Labor;
   Operations Supervisor
   Shift Foreman
   Operator II
   Operator I
   Automotive Equipment Operator
      Subtotal                13.474

Maintenance Labor;
   Maintenance Supervisor
   Mechanical Maintenance Foreman
   Maintenance Mechanic II
   Maintenance Mechanic I
   Electrician II
   Electrician I
   Painter
   Maintenance Helper
      Subtotal
                               7,246
Laboratory;
1.8
                                                8.1
4.4
* Man-hours divided by level of utilization  (1656 hrs/yr)
               Date   11/22/78
                   Suggested
                   staffing
                   Number of
                   employees
                                                                       0.5
                                                                       0.5
                                                                       1
                                                                       1.5
                                                                       1
Chemist
Laboratory Technician
Subtotal 3,300 2.0
Site Work:
Laborer
Custodian
Subtotal 2,800 1.7
Total Labor Requirements 29,830 18.0

1
1
1
0.5
18
                                      B-16

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CO
                                            [SUPERINTENDENT (i)|-
                                            CLERK TYPIST (0.5)
                                            STOREKEEPER (0.5)
SHIFT FOREMAN (3)


                            MAINTENANCE MECHANIC II
                                      (D
      OPERATOR I (4)


AUTO EQUIPMENT
OPERATOR (1)
                                                                    1
                                 ELECTRICIAN II (1)
MAINTENANCE MECHANIC I
         (1.5)
 CHEMIST (1)
LAB TECH (1)
  LABORER (1)
CUSTODIAN (0.5)
                            MAINTENANCE HELPER (1)
                        Figure B-5.   Example No. 5 - organization chart.

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           TABLE  B-ll.  EXAMPLE  NO.  6-10  MGD ACTIVATED SLUDGE PLANT
Unit
  Unit Parameter
  Quantity
Labor,
hr/yr
Raw sewage pumping
Aerated grit removal
Primary sedimentation
Raw sludge pumping
Aeration, including
  aerobic digester
Return pumping
Final sedimentation
Waste sludge pumping
Chlorination
Anaerobic digestion
Flotation thickener
Sludge holding tank
Sludge pumping
Vacuum filtration

Administrative
Laboratory

Site work
Capacity/flow, mgd
Flow, mgd
Area, sq ft
Capacity/flow, gpm

cfm
Capacity/flow, mgd
Area, sq ft
Capacity, gpm
Tons/yr
Volume, cu ft
Area, sq ft
Volume, cu ft
Capacity/flow, gpm
Tons/yr,
Area, sq ft
Capacity, mgd
# samples*/day
# days/yr
Site area, sq ft
   25/10
      10
  16,700
      50

  16,450
4,830/3,500
  20,845
     240
      77
 130,000
     110
  37,000
      40
   1,675
     153
      10
       4
     300
 400,000
1,700
3,000
2,100
  120

5,500
  700
2,300
  200
1,100
2,000
  500
1,200
  100
3,200

3,000

3,300
2,800
           TOTAL
                                           32,820
* Samples of influent, effluent, return activated sludge,  digester,  thickener,
  vacuum filters.
                                      B-18

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           TABLE B-12.  EXAMPLE NO. 6-10 MGD ACTIVATED SLUDGE PLANT
Project  Example //6; 10 mgd
         Activated Sludge
Staff position
Administration & General;
   Superintendent
   Assistant Superintendent
   Clerk Typist
   Storekeeper
      Subtotal
Estimated plant staffing complement

        Computed by 	RBW	
          Estimated annual
        payroll requirements
                             Man hours
                     Number of
                     employees*
        3,000
Operation Labor;
   Operations Supervisor
   Shift Foreman
   Operator II
   Operator I
   Automotive Equipment Operator
      Subtotal                14,239

Maintenance Labor;
   Maintenance Supervisor
   Mechanical Maintenance Foreman
   Maintenance Mechanic II
   Maintenance Mechanic I
   Electrician II
   Electrician I
   Painter
   Maintenance Helper
      Subtotal
        9,493
Laboratory;
1.8
                         8.6
5.7
* Man-hours divided by level of utilization (1656 hrs/yr)
               Date   11/22/78
                   Suggested
                   staffing
                   Number of
                   employees
                                               JL	

                                                0.5
                                                0.5
                                                4.5
                                                1
                                                2.0
Chemist
Laboratory Technician
Subtotal 3.300
Site Work:
Laborer
Custodian
Subtotal 2,800
Total Labor Requirements 32,832

2.0
1.7
19.8

1
1
1
0.5
20

                                      B-19

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ffl
t
to
o
                                                SUPERINTENDENT
                                                                          CLERK TYPIST (0.5)

                                                                          STORE KEEPER (0,5)
      SHIFT FOREMAN (3)
                      MECHANICAL MAINTENANCE

                             FOREMAN (1)
ELECTRICIAN II  (1)
        OPERATOR I (4.5)
                             MAINTENANCE MECHANIC I

                                      (2)
AUTO EQUIPMENT

 OPERATOR U)
                                                                        CHEMIST  (1)

                                                                      LAB TECH  (1)
                                           LABORER (1)

                                          CUSTODIAN (0.5)
                              MAINTENANCE HELPER (2)
                            Figure B-6.    Example No.  6  - organization charts

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