The following table provides the guidance for deliverables for Capacity Development Assistance at Public Water and Wastewater Systems in the State of New Mexico.

Capacity Development Assistance Menu of Services
ItemDeliverable DescriptionDeliverable CriteriaDeliverable Quantity & Category
1Comprehensive System Technical, Managerial and Financial Capacity AssessmentNMED Managerial/Financial Capacity Assessment Template;NMED Technical Capacity Assessment TemplateEach assessment: Deliverable-based Individual onsite assistance; paid upon completion
Technical Assistance Deliverables
ItemDeliverable DescriptionDeliverable CriteriaDeliverable Quantity & Category
2SDWA compliance monitoring sample plan developmentNMED Sampling Plan TemplateEach Plan: Deliverable-based Individual onsite assistance; paid upon completion
3Establish Comprehensive Contract with Certified OperatorNMED Certified Operator Contract Template;NMAC 20.7.2Each Contract: Deliverable-based Individual onsite assistance; paid upon completion
4Development of an Operations and Maintenance PlanNMED O&M Manual TemplateEach Plan: Deliverable-based Individual onsite assistance; paid upon completion
5Development of a system map: all facilities and service area; electronic and hard copy deliverableNMED System Map Description (To be determined)Each Map: Deliverable-based Individual onsite assistance; paid upon completion
6Achieve compliance with the SDWA – Correction of Sanitary Survey Deficiencies & Violations40 CFR 141; NMAC 20.7.10 (Specific return to compliance requests provided as work is assigned; for general reference see DWB “Laws and Regulations” page)Hourly Rate: Individual onsite Assistance with maximum hours listed in each Work Order
7Correctional Certified Operator ServicesNMED Certified Operator Contract Template; NMAC 20.7.2 (Specific operational needs will be defined for each work order assigned)Hourly Rate: Individual onsite Assistance with maximum hours listed in each Work Order
8Revised Total Coliform Rule Level 2 AssessmentNMED RTCR Assessment Procedures (To be determined)Each assessment: Deliverable-based Individual onsite assistance
9Classroom Technical Training; short 3 hour course; topic requested by DWB; CEUs awardedAs classroom courses are assigned, submit Training topics to Contract Administrator.Each 3 hour course; Classroom training; paid upon completion
10Classroom Technical Training; long 6 hour course; topic requested by DWB; CEUs awardedAs classroom courses are assigned, submit Training topics to Contract Administrator.Each 6 hour course; Classroom training; paid upon completion
11Initial Water Loss Audit and identification of leak locationAmerican Water Works Association M36 Water Audits and Loss Control Program GuidanceEach initial audit: Deliverable-based Individual On-Site Assistance; paid upon completion
12WATER LOSS CONTROL PROGRAM DELIVERABLES: water audit/leak data; condition assessment; solution action plan; benchmark evaluationsAmerican Water Works Association M36 Water Audits and Loss Control Program GuidanceHourly Rate: Individual onsite Assistance with maximum hours listed in each Work Order
13Energy Efficiency Initial AuditEPA Energy Use Assessments at Water and Wastewater Systems GuideEPA Energy Use Assessment Tool for Drinking Water SystemsEach initial audit: Deliverable-based Individual On-Site Assistance; paid upon completion
14Energy Efficiency Program DevelopmentEPA Energy Management Guidebook for Water and Wastewater SystemsEPA Energy Efficiency in Water and Wastewater Facilities GuideHourly Rate: Individual onsite Assistance with maximum hours listed in each Work Order
Managerial and Financial Assistance Deliverables
ItemDeliverable DescriptionDeliverable CriteriaDeliverable Quantity & Category
15BASIC MANAGERIAL CAPACITY DELIVERABLES: may include at a minimum, the development of any required governing documents such as Articles of Incorporation, Bylaws, Rules, Regulations, Policies, Open Meetings Act Resolution, establishing an EIN or DUNS number, creating written job descriptions for all staff, and a complete member list.Agency specific guidance to be determined as work is assigned.Hourly Rate: Individual onsite Assistance with maximum hours listed in each Work Order
16Assistance with the establishment of good standing with the Secretary of State, Office of the State Engineer water rights compliance, Sanitary Projects Act complianceAgency specific guidance to be determined as work is assigned.Hourly Rate: Individual onsite Assistance with maximum hours listed in each Work Order
17BASIC FINANCIAL CAPACITY DELIVERABLES: may include at a minimum, assistance with Audit Act compliance, development of an annual operating budget, 5 year financial plan, balance sheet for 3 years, list of current delinquencies, compliance with Taxs and revenue, GRT, and Water Conservation Fee payment, property, liability, and fidelity insurance, basic rate review, list of all debt capacity.Agency specific guidance to be determined as work is assigned.Hourly Rate: Individual onsite Assistance with maximum hours listed in each Work Order
18Basic Board Training  – 6 hour course meeting minimum NMED topic requirementsNMED Basic Board Training Objectives (As classroom courses are assigned, submit Training topics to Contract Administrator.)Each 6 hour course; Classroom training paid upon completion
19Advanced Board  or other managerial or financial training topics: Additional approved course topics (short 3 hour course)As classroom courses are assigned, submit Training topics to Contract Administrator.Each 3 hour course; Classroom training paid upon completion
20Facilitate or Coordinate a Regionalization AgreementNMED guidance (To be determined)Hourly Rate: Individual onsite Assistance with maximum hours listed in each Work Order
21Facilitation of public meetings without presentation10-15-1 NMSA 1978 (Meeting facilitation procedure included in the scope of work; specific meeting information provided as work is assigned.)Each meeting facilitation; paid upon completion
22Facilitation of public meetings with presentationNMED presenation approval; 10-15-1 NMSA 1978 (Meeting facilitation procedure included in the scope of work; specific meeting information provided as work is assigned.)Each meeting facilitation; paid upon completion
23Rate Study, rate schedule and financial policy developmentUNCEFC Water and Sewer Rates Analysis ModelRCAP Formulate Great Rates: A Self-Guided Training to Setting RatesRCAP Basics of Financial Management for Small-Community Utilities (webcast Part 1 and Part 2)RCAC Financial Planning: Lay a Foundation for your Utility’s Future with Financial PlanningHourly Rate: Individual onsite Assistance with maximum hours listed in each Work Order
Source Water and Wellhead Protection Program Development
ItemDeliverable DescriptionDeliverable CriteriaDeliverable Quantity & Category
24Source Water Protection Community Meeting Facilitation for 2 meetings (intro and exit)Meeting facilitation procedure included in the scope of work; specific meeting information provided as work is assigned. SWP presentations should speak specifically to water quality and quantity concerns for the community.TWO each meeting facilitation with presentations; paid upon completion
25Technical groundwater level monitoring training & indicators of changes in water production levelsNMED guidance (To be determined)Hourly Rate: Individual onsite Assistance with maximum hours listed in each Work Order
26Source Water and Wellhead Protection Plan for groundwater systemNMED SWPP TemplateEach Plan: Deliverable based on Individual On-Site Assistance; paid upon completion
27Source Water and Wellhead Protection Plan for a surface water and groundwater systemNMED SWPP TemplateEach Plan: Deliverable based on Individual On-Site Assistance; paid upon completion
28Development of Water Conservation PoliciesNMOSE Water Conservation Guide for Public UtilitiesHourly Rate: Individual onsite Assistance with maximum hours listed in each Work Order
29Development of an Emergency Response Plan including a practice emergency eventNMED Emergency Response Plan and TemplateEach plan plus practice event; Deliverable-based onsite assistance; paid upon completion
30Drought Contingency PlanDrought-Ready Communities: A Guide to Community Drought PreparednessHourly Rate: Individual onsite Assistance with maximum hours listed in each Work Order
Sustainable Water Infrastructure Project Readiness Assistance
ItemDeliverable DescriptionDeliverable CriteriaDeliverable Quantity & Category
31Development of an Infrastructure Capital Improvement Plan (ICIP)DFA ICIP GuidelinesEach Plan: Deliverable-based Individual On-Site Assistance; paid upon completion
32PROJECT FINANCIAL PLAN: Determine project match requirements, 3 years of financials, i.e. profit- loss or bank audited statements, list all debt and holdersUNCEFC User-Friendly Capital Improvement Plan for Water and Wastewater UtilitiesEach Plan: Deliverable-based Individual On-Site Assistance; paid upon completion
33COMPLETE A FUNDING APPLICATION: may include at a minimum assistance to prepare required documentation; Complete MHI Survey if needed; Establish a Resolution/Ordinance from the Board/Governing Body authorizing the Loan and identifying the source of repaymentAgency-specific requirementsEach Plan: Deliverable-based Individual On-Site Assistance; paid upon completion
34Training course on infrastructure project management and planning such as how to RFP/hire and engineer; 3 hour courseAs classroom courses are assigned, submit Training topics to Contract Administrator.Each 3 hour course; Classroom training paid upon completion
Asset Management Program Development
ItemDeliverable DescriptionDeliverable CriteriaDeliverable Quantity & Category
35Classroom training on Principles of Asset Management; 6 hour courseAs classroom courses are assigned, submit Training topics to Contract Administrator.Each 6 hour course; Classroom training paid upon completion
36Classroom training on Principles of Asset Management; 3 hour courseAs classroom courses are assigned, submit Training topics to Contract Administrator.Each 3 hour course; Classroom training paid upon completion
37AM Part 1: ASSET INVENTORY DELIVERABLES including a list of assets; asset condition assessment; remaining life of useful assets; asset replacement value; map of assetsSWEFC A.M. Kan Work ManualEPA Asset Management Handbook for Small Water SystemsAsset Management Report Criteria for Technical Assistance Providers (Annotated)Hourly Rate: Individual onsite Assistance with maximum hours listed in each Work Order
38AM Part 2: LEVEL OF SERVICE DELIVERABLES including Level of Service Agreement; Performance MeasuresHourly Rate: Individual onsite Assistance with maximum hours listed in each Work Order
39AM Part 3: CRITICAL ASSET & PRIORITIZATION DELIVERABLES including Criticality Analysis; Priority ListHourly Rate: Individual onsite Assistance with maximum hours listed in each Work Order
40AM Part 4: LIFE CYCLE COSTING DELIVERABLES including O&M program; Repair/Replacement schedule; Capital Improvement PlanHourly Rate: Individual onsite Assistance with maximum hours listed in each Work Order
41AM Part 5: LONG TERM FUNDING STRATEGY 5 Year Financial Plan; Fuding Strategy for Repair and Replacement Schedule; Funding Strategy for Capital Improvement PlanHourly Rate: Individual onsite Assistance with maximum hours listed in each Work Order
42AM Project Financial Plan: Determine project based Increases in Annual Operating CostsEach Plan: Deliverable-based Individual On-Site Assistance; paid upon completion
43AM Project Phasing Plan: Determine detailed Project Phase SchedulesEach Plan: Deliverable-based Individual On-Site Assistance; paid upon completion

Contact Us

Drinking Water Bureau

drinking.water@env.nm.gov
Ph: 505-476-8620
877-654-8720

Utility Operator Certification:
505-467-9333
UOCP.certification@env.nm.gov

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