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Managerial Tools

Tool Name
Description Locations
Asset Management: A Handbook for Small Water Systems A simple, step-by-step guide to help small water systems develop an asset management program

Asset Management Handbook pdf file

Asset Management: A Handbook for Small Water Systems

An asset management template, based on the handbook above, that can be downloaded and used to develop an asset management program.

 

Asset Management Templates for Small Systems excel spreadsheet
Check Up Program for Small Systems

A free asset management software developed by the EPA to assist utilities collect information on the utility’s assets, operation and maintenance activities, and financial status to produce a prioritized asset inventory and repair and replacement strategy, financial reports, work orders, and operation and maintenance calendars.

http://www.epa.gov/cupss/
EPA Guide:A Simple Asset Inventory

A guide to help small systems address their conditions by preparing a simple asset inventory

 

EPA Guide A Simple Asset Inventory pdf file
Public Works: Starting an Asset Management Plan
 
Article on objectives a system should meet when starting an asset management plan Public Works-Starting an Asset Manaegement Plan pdf file

 

Tool Name
Description Locations
CIP Template

A template in Microsoft Excel for developing a CIP based on the manual described in the row above

 

CIP Template Example excel spreadsheet

Strategic Planning

Describes the elements for establishing a capital improvement planning process

 

Strategic Plan pdf file
CIP Workbook

Workbook including an overview of a Capital Improvement Plan, tasks to be completed for each step of the CIP, commonly used capital project evaluation criteria, and a template for taking an inventory of public facilities

 

Capital Improvement Plan Workbook pdf file

 

Tool Name
Description Locations
The Webwise Online Course

An interactive program designed to teach people about how computer’s work, how to use email, browse the internet, and more

 

http://www.bbc.co.uk/webwise/
course/coursemenu.shtml

Word Courses (word processor training)

Tutorials for Microsoft Word

 

http://office.microsoft.com/enus/
training/CR061958171033.aspx
Database Training (Microsoft Excel)

Tutorials for how to use Microsoft Excel

 

http://office.microsoft.com/
enus/training/CR061831141033.aspx

 

Tool Name
Description Location
EPA: Cross-Connection Control Manual A free manual that covers the theory behind backflow, describes types of backflow prevention devices and provides a template for developing a cross-connection control program Cross Connection Control Manual pdf file
CDPHE: Cross-Connection Control Manual A Colorado-specific manual that provides similar information as the EPA manual. http://www.backflow.org/manual.htm
Sample Cross-Connection Control Program for Small Systems A sample Cross-Connection Control Plan provided by CDPHE Sample Cross-Connection Control Program for Small Systems pdf file
Colorado Backflow Prevention Association Website that contains information on where to find certified backflow technicians, inspectors, and more www.backflow.org
 
The Backflow Prevention Education Council of Colorado Website that contains information on where to find certified backflow technicians, inspectors, training opportunities and more www.bpecc.org
EPA Guide: Small Systems Cross-Connection Control A best practices guide for Cross-Connection Control specifically intended for systems serving fewer than 10,000 persons EPA Guide Small Systems Cross-Connection Control pdf file
CCP Franklin Example Cross Connection Control Program example from the City of Franklin City of Franklin ¿ Water Management Department Cross-Connection Control Plan pdf file

 

Tool Name
Description Location
Security for Small Systems
 
Designated for systems serving fewer than 3,000 persons, this guide presents basic information on how to improve security and emergency preparedness EPA Guide Drinking Water Security for Small Systems pdf file
Emergency Contact Information Template Template for emergency plan and contact information Emergency Plan Information word document
Emergency Response Plan from CDPHE Sample emergency plan provided by CDPHE O and M Manual and Emergency Response Plan word document

 

Tool Name
Description Location
Managing a Small Drinking Water System A document describing the water system management issues, including hiring, training, organization, and management skills Employee Performance Management pdf file  
Employees Keep the Water Flowing: How do we keep the employees?
 
A brief article discussing tips to hiring and retaining good employees Employees Keep the Water Flowing: How do we Keep the Employees word document
Employee Performance Review Template A template to provide to employees as part of an employee performance review program Employee Plan & Evaluation Form word document

 

Tool Name
Description Location
Example Documents A document describing the water system management issues, including hiring, training, organization, and management skills Example Organizational Chart powerpoint presentation  
Example Documents  A brief article discussing tips to hiring and retaining good employees Public Works Superintendent Job Description word document
Example Documents A template to provide to employees as part of an employee performance review program Water Treatment Plant Operator Job Description pdf file
Managing People - Personnel Administration Plan Guidance document on hiring, training, and retaining good staff Managing People - Personnel Administration Plan pdf file

 

Tool Name
Description Location
Master Plan Outline/Template An outline/template describing the contents of a master plan (can be used as a template to start a master plan) Master Plan Outline word document
What is a Master Plan? A brief article describing the intent and benefits of a master plan Master Plan Services word document
Master Planning Overview General overview of Master Planning and its benefits, as well as a description of each section of the master plan and what it should include Master Planning Overview pdf file
Sample Waste and Sanitary District Master Plan Sample Master Plan from the Montana Water and Sanitary District Sample Water and Sanitary District Master Plan pdf file
 

 

Tool Name
Description Location
Water Treatment Plant Maintenance Begins with Housekeeping

Brief article on the daily, weekly, and monthly water system O&M activities that should be described in the water system O&M manual

 

http://www.krwa.net/lifeline/archives/
0211housekeeping.html
O&M Manual Outline

An example outline for a water system O&M manual

 

 
Standard Operating Procedures Example

Example showing the contents of a standard operating procedure

 

Standard Operating Procedure Example word document
 

 

Tool Name
Description Location
Public Relations – A Local Officials Handbook

A handbook describing best practice communication practices for water systems

 

Public Relations ¿ A Local Officials Handbook pdf file
 
Customer Complaint Tracking Form
 

A template for recording customer complaints and subsequent follow up

 

Complaint Tracking Form word document
Regionalization: Forced, Voluntary, and Somewhere in Between

A brief article on the concept of regionalization and how it can help small water systems

 

OnTap: Regionalization pdf file

 

 

Tool Name
Description Location
TMF Capacity Checklist

Colorado Water Resources and Power Development Authority TMF capacity checklist, including recordkeeping guidelines and requirements

 

Capacity Assessment pdf file
Record Keeping Rules: A Quick Reference Guide

EPA guide to record keeping

 

Record Keeping Rules pdf file

 

Tool Name
Description Location
Protecting Local Ground-Water Supplies Through Wellhead Protection An EPA guidance manual to help communities develop and maintain a wellhead protection program. EPA Wellhead Protection pdf file
CDPHE SWPP materials Guidance manual, templates and information on receiving funding to help develop an SWPP. SWAP Program
Pennsylvania Guide to Developing a Source Water Protection Plan An interactive program to help you identify potential source water contamination and develop a plan to prevent and respond to contamination events. http://www.dep.state.pa.us/dep/
deputate/wc/subjects/srceprot/
SourcewaterProtectionTraining/main.htm

 
Park Center SWPP Example Example source water protection plan from the Park Center Water District Park Center Water District Source Water Protection Plan pdf file
SWPP Template Template for creating a source water protection plan

 

 

Tool Name
Description Location
Small Utility Board Training

Link to download or order a free CD containing videos and courses for water board and water system oversight people

Montana University System Water Center
Water Board Bible Short book describing the responsibilities of the water board or oversight positions to the water system
Purchase a copy for $12.50 at: http://www.krwa.net/estore/proddetail.asp?prod=WBB
Awesome Responsibility A brief article on how water board members provide a valuable community service Awesome Responsibility pdf file

 

Tool Name
Description Location
Water Loss and Leak Detection

Brief article on the types of water loss and leak detection services

The Source Water Loss Leak Detection Article pdf file
Water Loss Calculator V3.0 Free software developed by the Kentucky Center for Water Resource Studies for calculating water loss in the distribution system
WaterLossCalculator.msi
WaterAudit Free water loss calculation software developed by the American Water Works Association AWWA water loss contral information
CRW Leak Detection Services Contact Information for the Colorado Rural Water Leak Detection Services CRW Leak Detection Services word document