Loading...
HomeMy WebLinkAboutAgenda - 01-27-2009 - 2 ORANGE COUNTY BOARD OF COMMISSIONERS WORK SESSION AGENDA ITEM ABSTRACT Meeting Date: January 27, 2009 Action Agenda Item No. SUBJECT: Jordan Lake Partnership DEPARTMENT: ERCD PUBLIC HEARING: (YIN) No ATTACHMENT(S): INFORMATION CONTACT: Staff Background and Key Issues Report David Stancil, 245-2598 Jordan Lake Partnership MOU Jordan Lake Partnership Background Materials PURPOSE: To consider joining a partnership of area local governments and water providers on Jordan Lake water supply matters, including water supply planning, joint future allocation requests and a possible future water intake and treatment facility. BACKGROUND: As a result of the drought and a subsequent staff working group, a Jordan Lake Partnership effort has been proposed with a draft Memorandum of Understanding (MOU) for consideration to formalize the effort. Background information about the actions and discussions leading up to the Partnership proposal and MOU may be found in the attached Background and Key Issues document. During these discussions, it has been noted that, due to the geographical and hydrologic nature of the region, Jordan Lake and its remaining safe yield of potential drinking water represents the last major water supply investment in the region. Orange County currently holds a Level II allocation of 1 million gallons per day for Jordan Lake for future use. Also during the discussions to date, the need to ensure long-term sustainable use of the resource and ties to sound land-use planning resulting from additional water capacity was highlighted. At the working group meetings, in a briefing for area managers in August, and at the September 25 Assembly of Governments meeting, this point was mentioned on all occasions by Orange County jurisdictions as a critical component of any collaborative effort. In fact, the original project goal itself states this principle: To create a secure and sustainable water supply while emphasizing strong conservation, growth management, and a regional water supply plan. In the fall and winter of 2008, the discussions of the working group turned to the creation of a draft Memorandum of Understanding (MOU) to be considered and executed by the partners to formalize the efforts to date. 2 The draft MOU (attached) would create a Jordan Lake Regional Water Supply Partnership that: • Has a goal of "collaboratively defining Jordan Lake's role in a long-term sustainable and secure regional water supply for the Research Triangle Region;" • "Will operate under the principles of regional collaboration, sustainable water supply, environmental stewardship, mutual and collective benefit, proportional representation, and financial stability;" • Creates a Partnership Management Team to provide overall guidance for activities under the MOU, consisting of the Manager or designee of each signatory, to be chaired by the Durham City Manager or designee; and • Designates the City of Durham as the lead agency in the partnership effort, acting as the fiscal and contracting agent for the Partnership, with advice of the Partnership Management team. Each signatory to the MOU would pay a share of the costs on one of two levels (based on number of water service connections). Orange County, if it chooses to sign, would be a Level II member with a $2,500 annual fee. The primary anticipated functions of the Partnership are to engage in three activities or Additional Projects (Item 5 of the MOU). It is notable that each of the three activities is at the discretion of the partner and is optional. These are: 1. Regional Water Supply Planning Project — To develop a regional water supply plan for Jordan Lake including the gathering of information from Jordan Lake water allocation holders on subjects such as water demand, conservation, supply sources and future needs. 2. Jordan Lake Allocation Requests — Jointly prepared and coordinated allocation requests to the NC Environmental Management Commission for allocations (or increased allocations) from Jordan Lake's water supply. This may involve a common letter request and/or specifically tailored requests from each partner related to their needs. However, the requests would need to be consistent with the Water Supply Plan. 3. Jordan Lake Western Intake Preliminary Planning Project — Study of the potential capacity and associated intake and water supply facilities needed to access increased water supply. This will include the preliminary engineering and cost information to support allocation increases and would be limited to members of the Partnership interested in the joint capital project investment. Engineering and work beyond the preliminary stage would require a separate agreement. The draft MOU is a five-year agreement to terminate June 30, 2014, and may be terminated or extended by mutual agreement. Signatories may withdraw from the agreement with 30 days written notice (any residual financial commitments must be satisfied). In the attached Background and Key Issues document, staff notes the history and background of the Partnership effort and identifies several key issues the Board may wish to consider regarding participation. As noted, while the final iteration of the MOU does not include the earlier goal language related to growth management in its operational clauses, it does reference sustainable use of the resource. The Water Supply Plan component of the Partnership may be a vehicle to ensure the linkage to growth management, water conservation and sustainable use of the resource continues to be a key part of the effort. In this sense, the County may wish to 3 enter into the MOU and then, from inside the Partnership, continue to push for these linked issues to be addressed in the project's phases. In the last month some of the potential parties to the Partnership have approved the MOU and joined, including Hillsborough and Cary. FINANCIAL IMPACT: Participation in the Jordan Lake Partnership as outlined in the MOU will commit the County to a cost-share of $2,500 per year through FY 2013-2014 and perhaps beyond. Additional costs will be incurred incrementally if the County chooses to 1) participate in the Water Supply Plan, 2) upgrade its current level of allocation and participate in the planned allocation increase request, and/or 3) participate in the intake capital project. The Water Supply Plan cost share may occur in FY 2009-10 (a cost estimate is being prepared at this time), and all other costs are projected for future years. The County currently pays $2,800 per year to the State for its Level II 1.0 mgd Jordan Lake allocation. By way of example, to upgrade to a Level I allocation and simultaneous increase to 3-5 mgd would likely increase the annual cost to $20-30,000 per year (not including partnership costs listed above). The remaining future costs to the County would be dependent on the degree to which the County chooses to participate in other aspects of the Partnership. RECOMMENDATION(S): The Manager recommends the Board discuss the staff Background and Key Issues document and the draft Memorandum of Understanding, and consider whether to place the MOU on the February 17 Board agenda for potential action. 4 Jordan Lake Partnership - Draft Memorandum of Understanding Background and Key Issues —January 2009 • Background The drought of 2007-08 caused many area water providers and local governments to re-examine their long-term planning for water supplies. Inevitably, discussion eventually turned to the largest water supply impoundment in the Triangle, Jordan Lake, and its potential role in meeting long-term needs. It was noted that a partnership effort among the interested jurisdictions might be more prudent, if Jordan Lake's remaining water supply allocation was to be discussed with the State. In February 2008, a group of water utility directors from the western and northern ends of Jordan Lake met with the NC Division of Water Resources to discuss Jordan Lake and the potential for a coordinated water intake and allocations from the lake's storage. The concept of a regional cooperative met with positive reaction from the State officials, and a working group of local government and utility staffs began meeting in June to discuss the opportunities and challenges of a coordinated exploration of Jordan Lake water use. It was noted that, due to the geographical and hydrologic nature of the region, Jordan Lake and its remaining safe yield of potential drinking water represents the last major water supply investment in the region. Approximately 63 million gallons per day (mgd) of the total calculated safe yield of 100 mgd has been allocated to date. Of this current allocation, Orange County currently holds a Level II allocation of 1.0 mgd for future use (OWASA holds a 5.0 mgd Level II allocation at present). The working group was coordinated and funded by the City of Durham, which hired the firm of FountainWorks to facilitate the group discussions and prepare materials. The group included representatives from Durham, OWASA, Chatham County, Cary, Triangle J COG and Orange County. Over several meetings in the summer of 2008, the working group identified potential goals, obstacles, challenges, issues and benefits of coordinated planning for the future use of Jordan Lake as a water supply. These discussions included a recognized need to ensure long-term sustainable use of the resource and the related ties to sound land-use planning that should result from any additional water capacity provided. At the working group meetings, in a briefing for area managers in August, and finally at the Assembly of Governments meeting in September 2008, this issue was mentioned on all occasions by Orange County jurisdictions as a critical component of any collaborative effort. And in fact, the original project goal itself is built around this concept: To create a secure and sustainable water supply while emphasizing strong conservation, growth management, and a regional water supply plan. 5 In the fall and winter of 2008, the discussions of the working group turned to operational components, and the creation of a draft Memorandum of Understanding, which would be executed by the partners to formalize the efforts to date. The draft MOU created by FountainWorks (attached), creates a Jordan Lake Regional Water Supply Partnership (or Jordan Lake Partnership) that: • Has a goal of"collaboratively defining Jordan Lake's role in a long-term sustainable and secure regional water supply for the Research Triangle Region: • "Will operate under the principles of regional collaboration, sustainable water supply, environmental stewardship, mutual and collective benefit, proportional representation, and financial stability;" • Creates a Partnership Management Team to provide overall guidance for activities under the MOU, consisting of the Manager or designee of each signatory, to be chaired by the Durham City Manager or designee; and • Designates the City of Durham as the lead agency in the partnership effort, acting as the fiscal and contracting agent for the Partnership, with advice of the Partnership Management team. During the fall discussions, other jurisdictions became aware of the effort and part of the conversations— including Hillsborough, Apex and Pittsboro. Each signatory to the MOU will pay a share of the costs of the project on one of two levels (based on number of water service connections). Orange County, if it chooses to sign, would be a "Level II" member with a $2,500 annual fee. Orange County's role in the Partnership would be unusual, as the only non water provider to currently hold an allocation. However, with one-half of the County within the Jordan Lake watershed—including some of the most-stringently protected sub-basins of Jordan Lake— an argument can be made that the County has an important role to play in the Partnership - to retain rights to the drinking water that it plays a key role in protecting, and to ensure access for the future water needs of County citizens from this sole large long-term regional water source. However, this also means that the County(if it joins the Partnership) will need a provider partner such as OWASA or Durham, when the time comes to make this water available. There is a potential second degree of partnership, with the actual infrastructure that would make new water service available. There is also the related long-term issue of possible Inter-Basin Transfer(I8T), which is a matter that some potential partners (including Hillsborough, Durham and Orange) may have to address. IBT's require an additional level of approval from the Environmental Management Commission, and occur when water from one river basin is distributed from one basin and then treated and released into another basin. This would be the case if Orange County opted to use its 6 allocation in a way whereby the associated wastewater from Jordan Lake was discharged into the Neuse rather than Cape Fear(Jordan Lake) basin. The primary anticipated functions of the Partnership are to engage in three activities or Additional Projects (Item 5 of the MOU). It is notable that each of the three activities is at the discretion of the partner and is optional. These are: 1. Regional Water Supply Planning Project—to develop a regional water supply plan for Jordan Lake, including the gathering of information from Jordan Lake water allocation holders on subjects such as water demand, conservation, supply sources and future needs. 2. Jordan Lake Allocation Requests -Jointly prepared and coordinated allocation requests to the NC Environmental Management Commission for allocations (or increased allocations) from Jordan Lake's water supply. This may involve a common letter request and/or specifically tailored requests from each partner related to their needs. However, the requests would need to be consistent with the Water Supply Plan. 3. Jordan Lake Western Intake Preliminary Planning Project—Study of the potential capacity and associated intake and water supply facilities needed to access increased water supply. This will include the preliminary engineering and cost information to support allocation increases, and would be limited to members of the Partnership that are interested in the joint capital project investment. Engineering and work beyond the preliminary stage would require a separate agreement. The draft MOU is a five year agreement to terminate June 30, 2014, and may be terminated or extended by mutual agreement. Signatories may withdraw from the agreement with 30 days written notice (residual financial commitments must be satisfied). Key Issues and Questions As the MOU has progressed, there are several key issues or points that staff has identified for the Board's consideration. Some have been alluded to in the previous background section. 1. Orange County, if it joins the Partnership and makes use of its allocation, will need to make plans to partner with another water provider (or get into the water provision business itself) to receive the water, and distribute it to the areas designated for need. To make an allocation request, the County must show future and/or existing need, and must define a service area backed up with current and projected socioeconomic data. This information gathering will require consideration of two questions: Where are the most likely water needs (service areas) for the County in the future? Which water provider(s) should the County partner with? Both OWASA and the City of Durham are likely to have direct access to Jordan 7 Lake water, and could be purveyors to the Orange County service area. This would require substantial future conversation and interlocal agreements. 2. As noted above, use of Jordan Lake water outside of the Cape Fear basin (that is then treated and released in another basin) will likely be an inter- basin transfer (IBT) and will require additional approvals from the EMC. Other potential parties to the MOU may also have this issue, which requires additional approvals and documentation. Does the County wish to limit its future service area to land within the Cape Fear to avoid IBT, or is this impractical? This may also be a question for future policy discussion and deliberation, should the County choose to join the Partnership. 3. Many of the discussions about the Partnership have focused on the importance of recognizing and linking the future use of Jordan Lake water to sustainable growth management and aggressive water conservation practices. This principle has been reinforced many times by elected officials and staff from Orange County jurisdictions—that any plans and/or use for Jordan Lake water should be tied to these principles. The final version of the MOU incorporates this concept into the "whereas" statements, but there is no explicit mention of the linkage to growth management in the operational provisions of the MOU, except in vague ways. This raises a question for the County, Chapel Hill, Carrboro (and thence OWASA) —should the County sign the MOU as currently written without these linkages? Since it is still an espoused principle of the Partnership, should there be formal correspondence asking that the MOU include this language? 4. Related to 3 above, the Regional Water Supply Planning Project—the one component where these growth issues might be addressed — is relegated to "Additional Project" status. It is thus optional for the parties to participate in. This is not in keeping with the spirit of the previous discussions, and may allow a party to the agreement to "skip" the planning project and participate in the allocation increase.' 5. Finally, if these growth management and water conservation principles are not addressed in the final version of the MOU, how should the County approach to the Partnership (slated to be signed by several jurisdictions in February)? Is it best to push for new provisions, sign into the Partnership and then work for inclusion of these principles from within the Partnership (and then potentially withdraw if not satisfied), or opt not to sign the MOU as not in keeping with growth management and sustainable water resource use, and request their inclusion? 6. The Town of Hillsborough staff has indicated that their current plans are to support the allocation requests of other partners (such as Durham and OWASA), which are linked to Hillsborough, and not ask for an allocation of ' It should be noted that the allocation increase requests are anticipated to be joint in nature, and be based on the water supply plan. This may prove to be substantial incentive to participate in the Water Supply Plan, but it does appear that it could be possible to bypass the planning effort and still make an allocation request. 8 their own. The County's discussed approach to date has been to hold an allocation as a water stakeholder but a non-provider, as a future water user that protects the Jordan Lake water supply and would use that allocation via another provider. Is this in fact the approach the County would wish to take regarding its current and possible future allocations, if it chooses to participate? Memorandum of Understanding 9 Jordan Lake Partnership MEMORANDUM OF UNDERSTANDING SUPPORTING A REGIONAL PARTNERSHIP FOR WATER SUPPLY PLANNING AND POTENTIAL JOINT USE OF THE B. EVERETT JORDAN RESERVOIR WHEREAS,the Research Triangle Region of North Carolina has experienced three significant droughts within the past six years; and WHEREAS,the B. Everett Jordan Reservoir(Jordan Lake)has proven to be a reliable source of water supply; and WHEREAS,the Research Triangle Region continues to grow and serve as the premier economic engine for our State; and WHEREAS,the local government jurisdictions in the Research Triangle Region have responsible and thoughtful land use plans to accommodate the projected growth of our Region; and WHEREAS,the local government jurisdictions and their constituent water supply authorities are responsible for providing for the publicly owned water supply that has been a critical ingredient in the economic development of the Region; and, WHEREAS,only about two thirds of the total water supply capacity of Jordan Lake is currently allocated, and only about half of that allocated amount is currently being used; and, WHEREAS,Jordan Lake is a regional asset and it is understood that the use of its water supply requires a comprehensive and collaborative regional approach that will provide sustainable benefits, including: • Improved cooperation between local water utilities and ease of regulatory oversight; • Reduced unit costs through economies of scale in facility design, construction and operation of a potential joint use public water supply intake and other investments; • Increased flexibility and reliability of local water supplies, especially during droughts and other dynamic events; and • Enhanced ability to comply with federal and state drinking water standards; and • Sustainable use of regional drinking water resources; therefore BE IT RESOLVED,that the signatories to this memorandum of understanding pledge to work together as part of a Jordan Lake Regional Water Supply Partnership(referred to as the Jordan Lake Partnership); and, BE IT RESOLVED,that the signatories will participate in the Jordan Lake Partnership for regional water supply planning related to Jordan Lake with the goal of collaboratively defining Jordan Lake's role in a long term sustainable and secure regional water supply for the Research Triangle Region; and, • Memorandum of Understanding 10 Jordan Lake Partnership BE IT RESOLVED,that the Jordan Lake Partnership will operate under the principles of regional collaboration, sustainable water supply, environmental stewardship,mutual and collective benefit,proportional representation, and financial stability; NOW, THEREFORE,the parties hereto desire to enter into a Memorandum of Understanding for interlocal cooperation pursuant to GS 160A-460 et seq. for the purpose of collaborating in the various activities related to a regional partnership for water supply planning and use of the B. Everett Jordan Reservoir. Toward that end,the signatories have agreed to the following: 1) Partnership Management Team. The activities and management of the Partnership will be guided by the Partnership Management Team. a) The Partnership Management Team shall be established to discuss general activities and provide overall guidance for activities under this Memorandum of Understanding. The Team shall consist of the manager, or their designee,from each signatory. The Partnership Management Team will be chaired by the City Manager of the City of Durham, or the deputy or assistant manager as designated by the Durham Manager. b) The Partnership Management Team shall meet as often as required, but no less than annually. Each representative to the Partnership Management Team will have one vote on all matters coming before the Team for consideration. The vote of a simple majority shall be used in the absence of consensus on issues before the Partnership Management Team. c) The Partnership Management Team will advise the Lead Agency regarding management and direction of the general activities under this memorandum of understanding,including: i) Determine scope of the General Activities of the Partnership, such as communications, outreach, development of meeting materials and collaboration with members of the Partnership as well as other interested and relevant parties. ii) Provide general direction for the Partnership's contracts in support of the general activities. 2) Lead Agency. The City Council of the City of Durham has voted unanimously by resolution to take a leadership role in a partnership for regional water supply planning related to Jordan Lake. The Jordan Lake Partnership signatories recognize the City of Durham's willingness to provide leadership as the convening party for the Partnership and as such Durham will act as the Lead Agency for the Partnership's General Activities. The City of Durham will act as the fiscal and contracting agent for the Partnership's General Activities, and will enter into necessary contracts in support of the Partnership. Durham's authority to act as the agent for the Partnership's General Memorandum of Understanding 1 1 Jordan Lake Partnership Activities is conducted with advice of the Partnership Management Team,not as an instrument of a joint agency. 3) Costs for General Activities. Each signatory to this agreement will participate in supporting the costs of each year of General Activities of the Partnership by payment to the City of Durham at one of two levels: a) Level I—signatories with 10,000 or more water service connections- $7,500 b) Level II—signatories with less than 10,000 water service connections- $2,500 4) Invoicing for General Activities. The City of Durham will invoice each signatory unit for their share of the General Activities costs in January of each year, and each signatory will pay the invoice within 30 days. 5) Additional Projects. The signatories of this Memorandum of Understanding may seek additional opportunities to cooperate on mutually beneficial planning and capital projects related to water supply resources from Jordan Lake. Participation in an Additional Project is at the discretion of each signatory of the Partnership. The paragraphs below summarize currently identified Additional Projects that may be undertaken: a) Regional Water Supply Planning Project. The objective of this Project will be to develop a regional water supply plan for Jordan Lake. This will include gathering,reviewing, and refining relevant water supply information from Jordan Lake allocation holders as well as water systems connected to allocation holders. Information collected will include,but not be limited to,water supply demand, conservation measures, supply sources, and future needs. b) Jordan Lake Allocation Request Project. The objective of this Project will be to develop a jointly prepared and coordinated allocation requests to the Environmental Management Commission for allocation of Jordan Lake water supply storage. This may include preparing a common letter request for participants in this Project and a summary of a Regional Water Supply Plan (developed under a separate Project in item(i))to support the requests. This task may also include tailoring common information specifically for the applicants that could be used for individual applications for allocations of water supply storage. The goal is to prepare common information that reflects a regional water supply plan that can be used for the individual system applications to the Environmental Management Commission. c) Jordan Lake Western Intake Preliminary Planning Project. This Project may include study of the potential capacity and associated intake and water supply facilities that may be required to utilize any increased allocation of public water supply from Jordan Lake. It will include preliminary engineering and costs information to support an allocation application. This task will be limited to the Memorandum of Understanding 1 2 Jordan Lake Partnership members of the Partnership that are interested in pursuing joint development of such a capital project. It is anticipated that the scope of this Project will be limited to preliminary design and engineering and that final design and engineering will require separate agreements beyond the limited scope of preparing an allocation request and application. 6) Supplemental Articles. Supplemental Articles will be signed by the manager or executive director for each signatory wishing to participate in an Additional Project addressed in that Article, and will specify the Project Lead Agency,Project Scope,Project Cost,members of the Project Management Team, and Signatory Cost Shares, along with other information needed to define the Project. The Project Management Team for each Project will advise the Project Lead Agency regarding the Project. 7) Duration,Amendment and Termination. The term of this Memorandum of Understanding shall begin upon the approval of the second signatory and shall last until June 30, 2014. However,the Memorandum of Understanding shall only become binding on each signatory after approval and execution of the Memorandum of Understanding by that signatory. The Memorandum of Understanding may be terminated,or the term can be extended, upon mutual written agreement of the signatories. This Memorandum of Understanding may be amended with written approval of the signatories. 8) No obligation to enter into additional Articles or Agreements. It is understood that no party is obligated to participate in Supplemental Articles to this Memorandum of Understanding, or in future separate agreements executed beyond this initial Memorandum of Understanding. 9) Withdrawal from Memorandum of Understanding. Signatories may withdraw from this Memorandum of Understanding with 30 days written notice to the City of Durham,provided that any residual financial obligations shall survive such withdrawal until satisfied. The City of Durham will confirm receipt of such withdrawal and notify the other signatories within 30 days of receipt of such withdrawal. 10)Addition of Signatories. Additional parties may join the Jordan Lake Partnership by written request from the party's manager or executive director to the City of Durham and adherence to the provisions of this Memorandum of Understanding. The City of Durham will provide the new signatory with written confirmation of the party's joining the Partnership, and will notify the other signatories, within 30 days of receipt of such written request. 11)Miscellaneous Provisions. a) The singular of terms used in the Memorandum of Understanding shall include the plural,and the masculine shall include the feminine, and vice versa. Memorandum of Understanding 13 Jordan Lake Partnership b) A signed copy of this Memorandum of Understanding shall be considered as an original. c) Service or all notices under this Memorandum of Understanding shall be sufficient,if given personally,by registered or certified mail,return receipt requested, and mailed to the party involved at the address and to the attention of the person set forth below, or to such other person or address as said party may provide'in writing from time to time. Any such notice mailed to such address shall be effective upon the date received as shown by the return receipt or otherwise. TOWN OF APEX Timothy L. Donnelly,Public Works and Utilities Director PO Box 250 Apex,NC 27502-0250 TOWN OF CARY Leila R. Goodwin, Water Resources Manager PO Box 8005 Cary,NC 27512-8005 CHATHAM COUNTY David Hughes, Public Works Director PO Box 1550 Pittsboro,NC 27312 CITY OF DURHAM Donald F. Greeley,Director Department of Water Management 101 City Hall Plaza Durham,NC 27701 TOWN OF HILLSBOROUGH Kenneth Keel, Town Engineer PO Box 429 Hillsborough,NC 27278-0429 ORANGE COUNTY David Stancil,Environment and Resource Conservation Director PO Box 8181 Hillsborough 27278 ORANGE WATER AND SEWER AUTHORITY Edward Kerwin,Executive Director 400 Jones Ferry Road Carrboro,NC 27510-0366 Memorandum of Understanding 14 Jordan Lake Partnership TOWN OF PITTSBORO William G. Terry, Town Manager PO Box 759 Pittsboro,NC 27312 • Memorandum of Understanding 15 Jordan Lake Partnership Laura M. Blackmon, County Manager Orange County ATTEST: Jordan Lake Water Sharing Agreements () County Boundaries ---►- Raw Water Lines – J I Municipal Boundaries --► Treated Water Lines Major Water Bodies "4-4" Shared Utilities I F Hillsborough Lake Michie Resew -1 orange Area Shown Lake L"tie River E FIV ese 7.1 t Eno River . " s < r ' `?.: Y' Miles Lake Ben, �f� } o z 4 Brown- 1 Johnson ` WTP r Hillsborough • I WTP Teer Quarry Williams ORANGE "VTP DURHAM v o ;.Cane Durham V Ake Forest Creek Carrboro �•• k 'a OWASA '. �,._. Stone Quarry 1 Chapel Hill • Rolesville Jones Ferry ••• - University.q Road WTP '� •`. Lake RTPU ••• • Raleigh Zebulon Rocky River Morrisvilleik l Cary Knightdale VVendell HawtRiver � rifn Cary/Apex CHATHAM Lake WIP Pittsboro City Apex Garner WAKE vti , Holly Springs „.<, Goldston Fuquay-Varina Deep Ri er Sanford `` 17 GI) TRIANGLE J COUNCIL OF GOVERNMENTS 4307 Emperor Boulevard,Suite 11 Durham,NC 277C W o r l d Mailing Address:PO Box 1227 C l a s s Research Triangle Park,NC 277C 919.549.0551 FAX:919.549.93E R e g i o n www.tjcog.dst.nc.L DRAFT Regional Water Supply Planning Framework September 4,2008 This document is intended to provide a general outline of the regional water supply planning framework that will support the Jordan Lake Partnership's request for new or increased Jordan Lake water supply storage allocations from the Environmental Management Commission. Water Supply Systems • include all current Jordan Lake allocation holders • include all local water systems connected to current Jordan Lake allocation holders Water Supply Demands • water use demands projected to the year 2060 • water use demands broken down by sector of use(i.e.,residential, commercial, industrial, institutional,process,unaccounted-for) • water service area boundaries provided by each system,but reviewed for regional consistency • water use rates and water demand projections provided by each system,but reviewed for regional consistency • Water Conservation • each local water supply system will assess its current and future water conservation program to determine its probable water use reduction through the year 2060 • water use demands projected to the year 2060 will be adjusted accordingly Water Supply Sources • include all currently-available water supplies and their capacities(regular and emergency) • adjust water supply capacities to incorporate recent stream flow data and public discomfort with low reservoir levels(i.e.,reduce assumed safe yields) • include water supplies that are currently being developed and their capacities(regular and emergency) • include future water supplies that could be developed, such as a western Jordan Lake intake facility, expanding other reservoirs,building a pipeline to Kerr Lake, etc. MISSION STATEMENT To serve as an intergovernmental organization for local elected officials that works proactively on regional issues in order to sustain and improve the quality of life for our citizens. 18 Future Water Needs • determined by projected water supply demands, less projected water conservation, less currently available water supply sources,less water supply sources under current development • identifies western Jordan Lake intake facility and its equity partners Wastewater Discharges • required to determine interbasin transfer issues and for hydrologic modeling • wastewater discharge volumes projected to the year 2060 • wastewater discharge volumes provided by each system,but reviewed for regional consistency Interbasin Transfers • identifies interbasin transfer quantities for the Towns of Cary and Apex, and their associated water systems • may identify an interbasin transfer quantity for Chatham County,depending on future water service area Hydrologic Modeling • use Cape Fear River Basin Hydrologic Model maintained by the NC Division of Water Resources • model inputs based upon Regional Water Supply Planning Framework • required for analyzing impacts of water withdrawals and wastewater discharges on water supply reservoirs and stream flows 2 TRIANGLE J COUNCIL OF GOVERNMENTS 19 • 4307 Emperor Boulevard,Suite 110 Durham,NC 27703 World Mailing Address:PO Box 12276 C l a s s Research Triangle Park,NC 27709 919.549.0551 FAX:919.549.9390 Region www.tjcog.dst.nc.us • Jordan Lake Allocation Process This document is intended to provide a general outline of the process for the Jordan Lake Partnership to obtain new or increased Jordan Lake water supply storage allocations from the Environmental Management Commission. The outline factors in the relationship between the allocation process and the development of a western intake facility on Jordan Lake. Develop a Regional Water Supply Plan • include all current Jordan Lake allocation holders • include all water systems connected to current Jordan Lake allocation holders • consists of water use demands projected to the year 2060,broken down by sector of use • consists of currently available water supplies and their capacities • consists of water supplies that are currently being developed and their capacities • identifies western Jordan Lake intake and its equity partners Submit a Formal Letter of Request for Jordan Lake Allocations • submit letter to the EMC and to DWR • include summary of Regional Water Supply Plan • describes the regional Jordan Lake Partnership Develop Jordan Lake Allocation Applications • each water system in the Triangle region will need to file separate applications • each application should reflect information in the Regional Water Supply Plan • each application satisfies the criteria specified by the NC Division of Water Resources Develop Interbasin Transfer Petitions • will be required for the Towns of Cary and Apex,and their associated water systems • may be required for Chatham County • will include an EIS in the case of Cary/Apex and an EA in the case of Chatham County • EMC must decide whether to separate allocation requests involving IBT from those that do not Preliminary Details for a Western Intake Facility • capacity of intake and associated facilities related to needs of equity partners,the Regional Water Supply Plan,and Jordan Lake allocations • initial scoping and cost estimate included in Jordan Lake Allocation Applications • preliminary design should be commissioned during Jordan Lake Allocation process • final design and engineering will occur following EMC's decision on Jordan Lake allocations MISSION STATEMENT To serve as an intergovernmental organization for local elected officials that works proactively on regional issues in order to sustain and improve the quality of life for our citizens. DURHAM 2 * CITY OF DURHAM I NORTH CAROLINA 1869 CITY OF MEDICINE Orange County Assembly of Governments - September 18,2008 Ted Voorhees,Deputy City Manager Phone 919-560-4222/Email theodore.voorhees(c durhamnc.gov Jordan Lake Collaboration &Durham Conservation Efforts Jordan Lake Collaboration - Durham City Council is committed to working regionally for sustainable and secure water supply—collaboration and conservation are cornerstones of sustainability - A recent agreement between Durham and Chatham to help Chatham meet their short term needs - Increasingly important to look at Jordan Lake for water supply—State has steered Durham away from additional capacity in Lake Michie&reduced potential for Teer Quarry - Durham retained consultant to facilitate a regional workgroup-to work collaboratively with water systems in the region to explore additional allocation and intake for Jordan Lake - Working with Jordan Lake partners for shared planning and to explore cooperative and multi- jurisdictional capital investments and operations - First major step for Jordan Lake partners—gathering information for regional water supply planning related to the lake Durham Conservation Efforts ✓ Instituted Tiered Water Rates for single family residential customers effective July 1, 2008. Irrigation customers are charged a premium(highest tier) ✓ Implementing a Rebate Program for High Efficiency Toilets-investing$400,000 in program year one,plan to expand year two to include additional devices/appliances. ✓ Expanding the Public Education Program extensively-investing$400,000 in the first year program of a mass-marketing,multi-media approach. ✓ Working with regional partners to develop consistent year round conservation and water shortage response stages ✓ Visit www.DurhamSavesWater.org for more information on programs Good Things are Happening in Durham Jordan Lake Working Group GAMEPLAN ' rARbEr 1 �,. STEAM/ - . ......._-----„,„„N\ i RESOURCES -1. S Partnership . . . Objectives Intake Partners • An Additional- • Allocation ~ Allocation Partners Create •Working Group.Team Startup ••Formal Project •Broader Engineering&Tech Partnership for intake Steps-ILAs Outreach Intake to r '4o support Jordan Lake \intake Triangle J . Team \ Fountainworks Goal State&USACE Heads up for Develop Strong EMC—IBT •Sustainacbl & c Allocation EMC,elected A Joint Letter Of Criteria,Regional &Allocation • Secure W ter I op(50 Strategy bodies and Intent plan, PPiy .� downstream � ,_ Pot5nta , Apex • Begin Financial /// Morrisville Intake Project Team Intake Engineering Analysis&Plan Regional Holly Springs &Costs Water Greate roHrth • Wake County Supply Plana Bement N. Raleigh&Partners • :', -- ,_. __— �-� . UNC Envir Finance, '+ Duke,NGOs Strong Conservation x SSUCCESS FACTORS Focus 8 hared eeping nvestment rn •Education Attentwn Vision/ Momentum Preparatio Objectives Goals • mmitted' ell •State •Strong • Equity _ Prepared • Leadership Suppo mmunicati ns Partners ell N ..i i All About l take -New/Additional Allocation • genefits • Ideas • Challenges/Problems You The team • Without additional allocation, • Additional intake on cheaper for Durham to buy Jordan- good for region from Cary • Redundancy& A larger allocation leads to ' • Success on Jordan Lake • Allocation process will face interconnections lower capital costs "per as a regional approach downstream/upstream • Regional approach has • t" -money can be can benefit other regional skepticism- need stronger appeal for ocated to other needs strategies collaboration/ coordination/ allocation / regulatory (envir•nmental • -n-fits) • Thi, - • ld bee ,just education- Cary IBT process- aggregated • Maybe • • t "gr en" ke,p •ushi , the right • DWR may struggle with a approach developmeuks = : -.:tur • e iocus, _ complex/politically charged • Waiting for an intake adds of thil-new p e = • • • • k government & allocation request- need to regulatory complexity and (especially I141 pro le • 'ASA needs to be part "put a bow around it" cos much more ifficult large ones) • Complex finance & years from now g ) o'project -focus on loc:� P i.y \ • Need to build in fiexi• U . • y-in for OWASA management issues for intake ,:/0-2 regional intake can sage for both intake & • embers (including water treatment?) / money- move faster and allocation- needs may •ok for intake AND • Allocation will face share costs change (denser environmental concerns- • Jordan e / intake could g ( ater treatment development?) •artnership (save advocates will be skeptic simplify the r omplex issues • Strong link with smart -nergy/money) • Political push for "unif. " of IBT, r lie a pressure on growth, the allocation & Find some modest practices and rates . oss Michie intake management "success" early- public :• on, growth I,FA agemen agreement and political energy for • The - I • . r on process coul• • Chatham NEEDS water for 1 success bog down with "water grab" economy and growth - attitudes maybe include Pittsboro? i N fountainwor