OVERVIEW OF PROPOSED ACT 537 PLAN

The Harrisburg Authority

MARCH 2009

 

 

Background

 

The proposed Act 537 plan and the project it recommends is the direct result of changes made by the Pennsylvania Department of Environmental Protection (DEP) to the operating permit for the Advanced Wastewater Treatment Facility (AWTF) owned by The Harrisburg Authority (THA).  The revised permit limits reflect both reductions in the levels of ammonia nitrogen that can be discharged to the Susquehanna River and nutrient reductions necessary to implement DEP’s Chesapeake Bay Tributary Strategy (CBTS).

 

The CBTS was developed by DEP in response to Pennsylvania’s participation in the multi-state agreement between the US Environmental Protection Agency (EPA) and the States of Maryland, Virginia, New York, the District of Columbia and Pennsylvania.  The agreement requires reductions in the number of pounds of nitrogen and phosphorus that each state is allowed to discharge into the Chesapeake Bay in order to reduce the amount of vegetation growth that is inhibiting the development of aquatic life.

 

The vast majority, over 80%, of the nitrogen and phosphorus is attributable to run-off from agricultural and other non-point activity adjacent to the waterways that empty into the Chesapeake Bay; not the discharges from wastewater treatment facilities (point sources).  But the mechanisms for monitoring discharges and measuring compliance for the non-point sources vary widely and are less exact than those for the point sources.  Point sources are regulated and their discharges are closely monitored; therefore, compliance with a requirement to significantly reduce the amounts of nitrogen and phosphorus they discharge can be assured.  By intensively treating this smaller portion of the discharge to the Bay, the overall levels of nitrogen and phosphorus can be reduced to acceptable levels.

 

While all activities that contribute nitrogen and phosphorus have been required to reduce the amount discharged, it is the users of wastewater treatment facilities that seem to have the greatest financial burden.  The multi-state agreement signed by Governor Ridge in 2000 was simply implemented by DEP without any legislative action or regulatory review.  There are numerous lawsuits challenging the CBTS and THA has also sued DEP over this approach, but it seems clear that DEP will prevail, at least in the short term.

 

There have been no successful challenges to-date and it could be decades before the legal issues surrounding the CBTS are resolved.  In the meantime, daily fines for non-compliance would accrue and may ultimately need to be paid.  Regardless, even if the CBTS is somehow overturned in court, Pennsylvania is still responsible for reducing the amount of nitrogen and phosphorus it is allowed to discharge to the Chesapeake Bay and a new and perhaps more onerous mechanism might be developed.

 

Worse still is the fact that the science that established the discharge limits to the Bay is not precise and a second round of mandates is likely once the initial reductions are made.  Systems that have constructed facilities to comply may be required to construct additional facilities to meet even more stringent discharge limits.  In fact, EPA has indicated that it will impose a Total Maximum Daily Load (TMDL) on the Bay and each of its tributaries as early as 2011.  It is unclear how this might affect THA’s AWTF.

 

 

Strategies for Compliance

 

The previous plan relied on a “build all” strategy to achieve compliance.  This was probably the most widely used approach for what are described as Phase 1 facilities.  These are the sixty-two largest plants that have a compliance date of 2010.  DEP has offered a second approach for compliance that does not require construction of facilities.  DEP has created nutrient credits that can be purchased to offset the actual number of pounds of nitrogen and phosphorus that are discharged in excess of the number of pounds allowed by the permit.  This may be referred to as the “trade all” approach.  The recommended project in the proposed plan is based on a combination of these alternatives, a “build some – trade some” approach which achieves compliance at an overall lower long term cost.

 

The “build all” versus “trade all” is often thought of in the same way as buying versus renting.  Somehow, it always seems better to own something rather than just rent it.  But we can all think of occasions when this is not true.  For example, if you need something for a relatively short period of time, like for a wedding reception.  You might buy some things that you would likely use again and again but you wouldn’t think of buying all the extra dishes, tables, chairs, etc. that you would need to accommodate all of your guests.  Renting what you need for only as long as you need it is surely less costly.

 

This may seem like an odd analogy as it relates to compliance for the AWTF, but you need to consider the facts.  The current permitted capacity for the AWTF is 37.5 million gallons per day, but average flows at the AWTF have been trending downward, and the average daily flow for 2007 was 20.9 million gallons per day.  Yes, there are days when the plant reaches capacity during heavy rain events, but that represents only a few days per year.  Yet the “build all” approach requires that you design and construct new facilities that will accommodate the maximum flow.  Not only do the capital costs reflect these larger facilities, but the cost to operate them is often more related to size, not flow.  Staffing and certain other costs are the same regardless of the amount of flow.

 

The “trade all” seems like it might be a more economical approach since you only buy what you need each year.  If flows are low because it has been a “dry” year, you need to buy fewer credits.  Conversely, if it is a “wet” year and flows are high, you need to buy more credits, but only for that year.  However, the long term cost and availability of credits is not assured, the cost of credits may decline in the future, or the cost to buy credits may exceed the cost of constructing facilities at some point. 

 

The Harrisburg Patriot News recently reported that some believe that purchasing credits was “paying to pollute” implying that purchasing credits does not help the environment.  But nothing is further from the truth.  You may recall from the discussion above that the real source of the pollution is not the “point source” wastewater treatment facilities, but the run-off from fertilizers used by “non-point source” agricultural activities.  Currently, the largest credit generators are non-point source providers.  In other words, while it was impractical for regulators to enforce regulations to reduce run-off, the ability to generate revenue by reducing run-off achieves the same purpose and reduces the number of pounds of nitrogen and phosphorus that ultimately reach the Bay.  In fact, the non-point source must remove more than one pound of nitrogen or phosphorus in order to sell one pound (The exact number of pounds that need to be removed in order to generate a single credit varies based on a number of factors.).

 

The currently proposed 537 Plan achieves a balance by recommending a “build some – trade some” approach.  THA must build in order to achieve compliance with the new ammonia nitrogen limit.  This is not part of the CBTS, but reflects conditions in the Susquehanna River.  Once it was determined that some type of construction is necessary, the costs for additional facilities are somewhat less.  If you can construct facilities that allow the AWTF to meet the ammonia nitrogen limit and subsequently reduce the need to purchase credits by 40% to 50%, the overall cost will be lower because the cost associated with meeting the maximum daily demand are avoided.

 

Achieving compliance using some credits allows for a better determination of how many credits are actually needed and what a stable price is for those credits.  It also allows time for monitoring of the performance of the facilities that were constructed.  It is not uncommon for facilities to outperform their established design criteria.  Often, this is because the actual characteristics of the wastewater are different than the characteristics assumed for the purpose of design.  Equipment manufacturers will sometimes under-rate the capabilities of their equipment, and performance is often influenced by how the equipment is operated.  An approach that achieves a lower cost of compliance, provides greater flexibility in meeting future requirements, and allows for the monitoring of actual performance and credit prices is a better choice than those approaches that do not.

 

 

Recommended Project

 

The recommended project consists of two stages implemented simultaneously.  The first stage of work constructs a new side stream treatment system and improves the primary and secondary clarifiers.  This reduces the amount of ammonia in the effluent and also provides some total nitrogen reduction benefits. The second stage constructs a 4th train in the existing high purity oxygenated activated sludge (HPOAS) process, creates an anaerobic zone, and vents the ends of the HPOAS to the atmosphere.   This provides for a significant removal nitrogen and phosphorus.  The removal of nitrogen and phosphorus reduces the number of credits that must be purchased.  The additional costs to construct and operate the second stage are offset by the cost savings achieved by purchasing fewer credits.   

 

Side stream treatment is a proven technology that has been reviewed by DEP and found suitable for this purpose.  (THA has received a letter to this effect from DEP.)  In essence, this technique intensely treats a small portion of the total wastewater flow, and then recombines it with that portion of the flow that has received normal treatment.  This is similar to DEP’s approach in reducing overall nitrogen and phosphorus levels in the Bay:  Intensely treating the “point source” discharges reduces the impact of the “non-point source” discharges.  To the extent that the side stream treatment does not fully reduce the amount of nitrogen and phosphorus discharged to required permit levels, credits will be purchased to make up the difference.

 

The side stream treatment approach needs the availability of nutrient credits in order insure compliance with permit parameters.  The plan assumes the need to purchase 150,000 total nitrogen (TN) credits per year and no phosphorus credits (TP).  The average cost is $5.60 per credit.  Initially and for the next five years, the cost and availability of credits is assured.  In October of 2008, THA received bids from credit providers for significantly more credits than needed and at fixed prices. 

 

The actual number of credits that must be purchased will vary from year-to-year, but may be less than anticipated since the efficiency of the constructed facilities may be greater than anticipated in treating the wastewater received at the AWTF.  Also, a project is currently under consideration to reuse a portion of the AWTF’s effluent at the Resource Recovery Facility as process water.  This is a non-discharge alternative that reduces the amount of total nitrogen and total phosphorus being discharged to the river and ultimately to the bay.  In addition, the receipt of septage by truck at the AWTF will increase the number of pounds of nitrogen and phosphorus the AWTF is allowed to discharge further reducing the number of credits that must be purchased. 

 

The cost of credits beyond the five year period cannot be assured at this time. The report considers a third stage, the addition of denitrifying filters on the main stream of the AWTF.  Stage 3 is not currently recommended, but could be constructed sometime in the future to replace the need to purchase credits based on economic evaluation at that time.

 

Credit trading as a compliance alternative had not been previously evaluated.  The time needed to study this alternative delayed the construction of the “build all” approach.  But, this delay has provided a benefit to the City since it has allowed DEP to grant additional time to achieve compliance.  In addition, the current economic environment provides enhanced funding opportunities compared to just a year ago.  Although these funding opportunities are very competitive and there are maximum limits on the amount of funding for a particular project, the type and cost of the recommended project is within those guidelines.  THA has applied for funding from these programs and is optimistic that grants will be awarded to reduce the overall costs to the users of the system.

 

 

Costs and Project Comparisons

 

The currently approved project used the “build all” approach at a time when construction costs were increasing and THA was likely to have some difficulty accessing the municipal bond market.  Also, constructed facilities reflect the conditions at the time they were designed and generally, they are less flexible when adjusting to decreasing flows, responding to stricter permit requirements, or taking advantage of beneficial regulatory changes that might occur in the future.

 

There are a number of cost estimates available for the “build all” project and it is difficult to say which one is more accurate.  For purposes of our study we relied upon the most recent project cost estimates of $66,086,800 in 2007 dollars and $2,764,000 in additional annual operating costs.  The capital costs include the cost of construction, engineering design and contract administration, legal financing, and other similar costs.  Operating costs include ongoing labor, electricity, chemicals, including a petroleum based chemical additive known as methanol.

 

For comparison purposes, the recommended project has an estimated capital cost of $34,583,883 in 2010 dollars and estimated additional operating costs of $1,757,388 plus the cost to purchase credits of $975,000 for a total additional annual cost of $2,732,388.  The capital cost savings is $31,502,917, plus interest.  Although the annual costs are essentially the same, it should be noted that the costs for labor, electricity, chemicals and the like will increase over time, but the cost of credits is likely to decline reflecting a need to purchase fewer credits.

 

As part of the planning process, DEP requires an economic evaluation of the alternatives using “present worth”.  The present worth analysis confirms the lower cost of the recommended project.  The 2010 present worth of the 2007 build all alternative is $90,574,198, while the 2010 present worth of the recommended project is $62,802,224, a savings of $27,771,974.  The complete analysis is included in the study.

 

 

Project Funding

 

The Authority is pursuing all grant and low interest funding opportunities that are presently available for a variety of projects including the proposed project along with other smaller more immediate projects that help conserve energy, lower operating costs, and achieve compliance with the AWTF's operating permit.  Specifically, an application has been made to PENNVEST for $7,400,000 to fund several preliminary projects at the AWTF including a new belt filter press, upgraded grit removal system, needed maintenance of the methane storage facility building, improvements to the facilities that allow wastewater effluent to be used as process water at the Resource Recovery Facility that reduces the amount of effluent that is discharged to the Susquehanna River. 

 

The source of funding for PENNVEST comes from three sources:  Federal stimulus money, the $400 million bond issue approved by the voters in November 2008, and PENNVEST's own funds from the repayments of prior loans.  Because the current projects are expected to meet the "shovel ready" criteria established by the federal government, it is expected that they will be funded with the stimulus money, but there is no assurance in advance.  However, the application has been included in the Commonwealth's Intended Use Plan that was published in the PA Bulletin in March of 2009. 

 

The projects included in the PENNVEST application have been combined with the upgrade of the AWTF and included in the grant application made to the Commonwealth Financing Authority (CFA) on February 13, 2009.  This program has been called H2O PA (Act 63 of 2008).  It provides a maximum of $20,000,000 and is exclusively a grant program.  Matching funds must be obtained from another source but that source may be PENNVEST.  

 

The PENNVEST board meets on April 20, 2009 and the CFA board is scheduled to meet on May 14, 2009 to consider applications and make financial assistance awards.  Given the large number of requests received by both agencies not all applications received are likely to be considered at these meetings.  PENNVEST's policy is to continue to consider applications for three meetings without the need to reapply.  The guidelines for CFA are not as clear but past practices with other programs they administered suggest that as applications are reviewed and deemed complete, the CFA board will meet and act on them based on the availability of funds.

 

THA will continue to monitor the availability of funding from all sources and make applications that help to reduce the costs of these projects for the users of the wastewater system.  Additional applications to PENNVEST appear likely given the need to provide matching funds for the proposed project as more detailed design is initiated and construction bids received.

 

 

Impact on User Rates

 

While present worth is a highly structured and formal comparison of alternatives that evaluates both capital and annual costs, it does not consider the practical user rate impacts that reflect the availability of grant programs and low interest funding.  The following table summarizes these impacts.  It assumes that the 2007 project may have qualified for grant funding up to the maximum amount of $20,000,000; but this is not assured.  If begun in 2007, it would not have qualified for PENNVEST funding since they can only fund the least cost alternative and the 2007 study did not consider the use of credit trading.

 

Based on the table below, the recommended project saves the City over $1.2 million per year which results in a $48.30 per year savings for the average City household.  The savings is even greater when the 15% surcharge is taken into consideration.

 

Since the City provides wastewater treatment service to surrounding municipalities, a portion of the costs for the proposed project will be incorporated into cost of treatment under the terms of existing inter-municipal agreements.  The City does not bill these users directly but the costs are included in the rates established by the individual municipalities or municipality authorities that own and operate the wastewater collection systems.

 


Comparison of User Rates for Proposed Project

with Build All Alternative

(2007 and 2010 Costs)

 

 

2007 Costs

2010 Costs

 

Build All

Build All

Recommended

Project Costs

 

 

 

Estimated Project Cost

 $   66,086,800

 $   72,214,831

 $   34,583,883

less Max Grants

 $   (20,000,000)

 $  (20,000,000)

 $  ( 20,000,000)

  Amount Financed

 $   46,086,800

 $   52,214,831

 $   14,583,883

 

Funding Sources

 

 

 

PENNVEST Funding

 

 $     20,000,000

 $   14,583,883

Bond Issue Funding

 $     46,086,800

 $     32,214,831

              -   

  Total Funding

 $     46,086,800

 $     52,214,831

 $   14,583,883

 

Annual Debt Service

 

 

 

PENNVEST Funding

 

$        1,252,841

$        913,565

Bond Issue Funding

$        3,620,140

$        2,530,490

 

Total Debt Service

$        3,620,140

$        3,783,331

$       913,565

 

Additional Operating Cost

 

 

 

Operating Costs

$        2,764,000

$        2,764,000

$     1,757,400

Credit Purchases

                 -  

              -  

 $       975,000

Total Additional Costs

$        2,764,000

$        2,764,000

$     2,732,400

 

Debt Service and Operating Costs Applicable to City Users

Additional Revenue Required

$        2,710,700

$        2,780,000

$    1,548,100

Current Treatment Rate

(per thousand gallons)

$ 3.481

$ 3.481

$ 3.481

Rate Increase

$ 1.635

$ 1.677

$ 0.934

Increased Rate

$ 5.116

$ 5.158

$ 4.415

Annual Cost at Existing Rates

$  226.27

$  226.27

$  226.27

Rate Increase

106.28

109.00

$    60.70

Annual Cost at New Rates

$  332.55

$  335.27

$  286.97

 

NOTES:

  • Typical Residential Water Consumption is 65,000 gallons per year
  • In addition to the treatment rate, there is a 15% surcharge for the cost of maintenance of the collection system
  • The use of PENNVEST funding is not assured since PENNVEST is required to fund the lowest cost alternative and the 2007 study did not consider credit trading as an alternative.
  • PENNVEST Funding Assumes 20 year term at 2.25%
  • Bond Issue Funding Assumes 20 year term at 4.75%

 


Implementation

 

The proposed Act 537 plan is considered a draft until adopted by the City of Harrisburg.  Approval by the Pennsylvania Department of Environmental Protection is also required after adoption.  The Harrisburg Authority recommended adoption of the plan at their meeting on March 25, 2009.  The following schedule generally describes the steps to approval and a tentative outline for the project milestones subject to approval by the City and DEP.

 

City approval to advertise for public comments on the plan and

issue draft plan to local planning agencies for comment                           04/29/09

Adopt final plan                                                                                               07/14/09

Award contracts for the purchase of credits                                                07/22/09

DEP approval of Act 537 Plan Update                                                        09/01/09

Initiate development of local credit generating projects                             10/01/09

Initiate sidestream treatment pilot program                                                 10/01/09

Initiate preliminary design of selected alternative                                        01/01/10

Complete preliminary design and submit permit application                     08/01/10

Initiate final design                                                                                           09/01/10

Complete final design                                                                                     03/01/11

Advertise for construction bids                                                                       05/01/11

Award construction contracts                                                                          08/01/11

Complete construction                                                                                     05/01/13

Achieve compliance with ammonia limitations                                             06/01/13

Begin trading based on actual credits need                                                 10/01/13

 

 

This summary attempts to present an overview of the draft 537 Plan and the project it recommends.  The full document includes more detailed technical and financial analyses along with other information relative to the purchase of credits and the treatment process.  It is available for review at the offices of the Harrisburg Authority, 212 Locust St. Suite 302, Harrisburg PA, 17101.

 

 

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