HomeMy WebLinkAboutOrd 742-2017 Water and Sewer Impact Fees CITY OF ANNA, TEXAS
ORDINANCE NO. 14 WT
AN ORDINANCE OF THE CITY OF ANNA, TEXAS, AMENDING THE ANNA CITY
CODE OF ORDINANCES PART 11, ARTICLE 49, SECTION 8 (IMPACT FEES ON
NEW DEVELOPMENT); AMENDING PART IV, ARTICLE 7, SECTION 13 (WATER
AND SEWER IMPACT FEES); PROVIDING FOR A PENALTY FOR ANY VIOLATION
OF THIS ORDINANCE NOT TO EXCEED $2,000; PROVIDING FOR SAVINGS,
SEVERABILITY, AND REPEALING CLAUSES; PROVIDING FOR AN EFFECTIVE
DATE; AND PROVIDING FOR THE PUBLICATION OF THE CAPTION HEREOF.
WHEREAS, the City of Anna, Texas ("the City") has previously adopted ordinances,
rules and regulations governing water, sewer and other utility billing rates,
payments, and related procedures, including provisions related to impact fees as
authorized under Chapter 395 of the Texas Local Government Code; and
WHEREAS, the City of Anna, Texas City Council ("the City Council") has held a
public hearing and determined that it would be advantageous and beneficial to the City
and its citizens to amend Part 11, Article 49 Public Works, Section 8 (Water and
Sanitary Sewer Impact Fees) of The Anna City Code of Ordinances ("Anna Code")
to adopt updated land use assumptions and water and wastewater capital
improvements plan, and to impose amended impact fees; and
WHEREAS, the City Council has further determined that it would be advantageous and
beneficial to the City and its citizens to amend Part IV, Article 7, Section 13 (Water
and Sewer Impact Fees) of the Anna Code to specify new water and wastewater
impact fee rates;
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
ANNA, TEXAS, THAT:
Section 1. Recitals Incorporated.
The above-referenced recitals are incorporated herein as if set forth in full for all
purposes.
Section 2. Adoption of Land Use Assumptions and Capital Improvements Plan.
As relates to water and wastewater facilities, the City Council hereby adopts updates to
the land use assumptions and capital improvements plan as set forth in the Water and
Wastewater Impact Fee Update 2017-2027, a copy of which is attached hereto as
Exhibit A. The adoption of said land use assumptions and capital improvements plan is
cumulative of any land use assumptions and capital improvements plan regarding
roadway facilities and this ordinance does not amend or otherwise modify the City's
existing roadway service area(s) or roadway impact fees.
Section 3. Amendments to Part II of the Anna Code.
In accordance with Part II, Article 1, Section 9 of the Anna Code, the following
amendments are made to Part II, Article 49, Section 8 Impact Fees on New
Development, as follows:
Section 8. Impact Fees on New Development
8.01 Purpose
This section is adopted pursuant to the provisions of Chapter 395 of the TEXAS
LOCAL GOVERNMENT CODE, V.A.T.S., as amended, as well as under the
authority of Article 11, Section 5 of the Texas Constitution, and applies to all new
development within the corporate boundaries of the city and within its
extraterritorial jurisdiction. This section implements a policy of the City to impose
fees on each New Development project to pay the costs of constructing Capital
Improvements and Facility Expansions necessary to serve New Development.
The provisions of this Section 8 shall not be construed to limit the power of the
City to utilize other methods authorized under state law or pursuant to other city
powers to accomplish the purposes set forth herein, either in substitution or in
conjunction with this article. Guidelines may be developed by ordinance,
resolution, or otherwise to implement and administer this Section 8. Impact Fees
established by this section are additional and supplemental to, and not in
substitution of, any other requirements imposed by the City on the development
of land or the issuance of building permits or certificates of occupancy. Impact
Fees are intended to be consistent with and to further the policies of the City's
comprehensive plan, Capital Improvements Plan, Zoning Ordinance, Subdivision
Ordinance, and other City policies, ordinances and resolutions by which the City
seeks to ensure the provision of adequate public facilities in conjunction with the
development of land.
(Ord. No. 690-2015, adopted 6-9-15)
8.02 Definitions
For purposes of this section, the following definitions apply:
Advisory Committee (also referred to as Impact Fee Advisory Committee) means
those appointed by the City Council to provide advice to the City Council regarding
Impact Fees as required by the enabling legislation for this section.
Assessment means the determination of the amount of the Impact Fee that can
be collected on New Development pursuant to this section. "Assessable,"whether
or not it is capitalized, means subject to Assessment. Calculations are based on
the measure of impact on demand for City facilities, such as roadways and utilities,
created by the New Development.
Capital Improvement(s) means the following facilities that have a life expectancy
of three or more years and are owned and operated by or on behalf of the City:
(1) Water supply and distribution facilities; Wastewater collection facilities;
and storm water, drainage, flood control facilities as they relate to the
construction of Roadway Facilities; whether or not they are located within
the Service Area; and
(2) Roadway Facilities.
Capital Improvements Plan means a plan that identifies Capital Improvements or
Facility Expansions for which Impact Fees may be assessed, as adopted by the
City from time to time.
City means the City of Anna, Collin County, Texas.
Credit(s) means:
(1) When used in the context of determining the assessable Impact Fee per
service unit, an amount equal to:
(a) That portion of ad valorem tax and utility service revenues generated
by new service units during the program period that is used for the
payment of improvements, including the payment of debt, that are
included in the Capital Improvements Plan; or
(b) In the alternative, a credit equal to 50 percent of the total projected cost
of implementing the capital improvements plan; or
(2) When used in the context of determining the offset for Capital
Improvements or Facility Expansion, the amount of the reduction of an
Impact Fee designed to fairly reflect the value of any construction of,
contributions to, or dedications of Capital Improvements or Facility
Expansions agreed to or required by the City as a condition of development
approval, pursuant to rules herein established or pursuant to City Council-
approved administrative guidelines by which value shall reduce Impact
Fees otherwise due from the development and which credits are
hereinafter referred to as an "offset" or"offsets" to reduce the possibility of
confusion.
Facility Expansion(s) means the expansion of capacity of an existing facility
(including but not limited to lengthening, widening, or rerouting a roadway) that
serves the same function as an otherwise necessary new Capital Improvement, in
order that the existing facility may serve New Development. The term does not
include the repair, maintenance, modernization, or expansion of an existing facility
to better serve existing development.
Final Plat Approval or Approval of a Final Plat means the point at which the
applicant has complied with all the conditions of approval and the plat has been
approved by the City and released by the City for recordation with the county clerk.
Impact Fee(s) means a charge or Assessment imposed against New Development
in order to generate revenue for funding or recovering the costs of Capital
Improvements or Facility Expansions necessitated by and attributable to New
Development. The term includes amortized charges, lump sum charges, capital
recovery fees, contributions in aid of construction, and any other fee that functions
as described by this definition. The term does not include:
(1) Required dedications of land for public parks or payments made in lieu
thereof;
(2) Dedication of rights-of-way or easements, or the construction or dedication
of On-Site or Off-Site water distribution, Wastewater collection or drainage
facilities, or streets, sidewalks, or curbs if the dedication or construction is
required by a valid ordinance and is necessitated by and attributable to the
New Development;
(3) Lot or acreage fees or pro-rata fees to be placed in trust funds for the
purpose of reimbursing Developers for constructing or over-sizing water or
sewer mains or lines; or
(4) Other pro rata fees for reimbursement of water or sewer mains or lines
extended by the City.
Land Use Assumptions mean a description of the Service Area and projections of
changes in land uses, densities, intensities, and population in the Service Area
over at least a 10-year period which has been adopted by the City and upon which
the Capital Improvements Plan is based.
New Development means the subdivision of land,the construction, reconstruction,
redevelopment, conversion, structural alteration, relocation, or enlargement of a
structure; or any use or extension of the use of land; any of which increases the
number of Service Units.
Offsets) means the amount of the reduction of an Impact Fee designed to fairly
reflect the value of any construction of, contributions to, or dedications of a system
facility agreed to or required by the City as a condition of development approval,
pursuant to rules herein established or pursuant to City Council-approved
administrative guidelines, which value shall be credited against Impact fees
otherwise due from the development for the same variety of Capital Improvement
or System Expansion.
Off-Site means located entirely on property which is not included within the bounds
of the plat being considered for Impact Fee Assessment.
On-Site means located at least partially on the plat which is being considered for
Impact Fee Assessment.
Roadway Facilities means arterial or collector streets or roads that have been
designated on the City's officially adopted Thoroughfare Plan, together with all
necessary appurtenances. The term includes the City's share of costs for
roadways and associated improvements designated on the federal or Texas
highway system, including local matching funds and costs related to utility line
relocation and the establishment of Curbs, gutters, sidewalks, drainage
appurtenances, and rights-of-way. The term includes but is not limited to interest
in land, traffic lanes, curbs, gutters, intersection improvements, traffic control
devices, turn lanes, drainage facilities associated with the roadway or street
lighting.
Service Area means:
(1) for water supply treatment and distribution facilities, wastewater collection
and treatment the entire area within the corporate limits of the City and its
extraterritorial jurisdiction to be served by the Capital Improvements and
facilities expansions specified in the Capital Improvements Plan;
(2) for Roadway Facilities: each individual Service Area designated in the
Capital Improvements Plan served by the Roadway Facilities designated
in the Capital Improvements Plan. The Service Area is limited to an area
within the corporate boundaries and shall not exceed six miles.
(3) for drainage facilities: the Service Area is limited to an area within the
corporate boundaries and its extraterritorial jurisdiction, but shall not
exceed the actual served by the storm water, drainage and flood control
facilities designated in the Capital Improvements Plan but shall not extend
across watershed boundaries.
The boundaries of any Service Area may be amended from time to time
pursuant to section 8.03(e) below.
Service Unit means for purposes of Impact Fee Assessment the applicable
standard units of measure shown OR the in conversion tables in the Capital
Improvements Plans and ImpaGt Fe8 GAIZipfnAnwhich can be converted to
equivalent single family residential PM peak hour average vehicle trip ends per
acre for Roadway Facilities and % inch water meter equivalents for Water and
Wastewater Facilities as the context indicates, which serves as the standardized
unit of measure of consumption or discharge for water and wastewater facilities
and based on historical data and trends during the previous 10 years.
Sanitary Sewer Facility means an improvement for providing wastewater
collection, including but not limited to, land or easements, lift stations, or
interceptor mains. Sanitary Sewer Facility excludes lines or mains which are
reimbursed from pro rata charges paid by Developers or owners of property in
other subdivisions as a condition of connection to or use of such facility. The term
"Sanitary Sewer" may also be referenced as "Wastewater" in this Section 8 and/or
in Part IV, Schedule of Fees, Article 7, Section 13, as amended or recodified.
Water Facility means an improvement for providing water supply, treatment and
distribution services, including but not limited to, land or easements water
treatment facilities, water supply facilities, or water distribution lines.Water Facility
excludes water lines or mains which are constructed by Developers the costs of
which are reimbursed from prorate charges paid by Developers or owners of
property in other subdivisions as a condition of connection to or use of such facility.
Water/Wastewater Land Use Equivalency Table means the table converting the
demands for water and wastewater capital improvements generated by various
land uses and meter types and sizes to numbers of service units, said table being
set forth in Part IV Article 7 Section 13 of this Code.
(Ord. No. 476-2009, adopted 11-10-09)(Ord. No. 671-2014, adopted 9-23-14)
(Ord. No. =2017, adopted==17)
8.03 Advisory Committee
(a) The Capital Improvements Advisory Committee (Advisory Committee) shall
consist of seven Persons selected by the City Council, including at least one
representative of the real estate, development or building industry who is not
an employee or official of a political subdivision or governmental entity. If any
Impact Fee is to be applied in the extraterritorial jurisdiction of the City, a
representative from the area shall be appointed by the City Council.
(b) The Advisory Committee serves in an advisory capacity and is established to:
(1) advise and assist the adoption of Land Use Assumptions; (2) review the
Capital Improvements Plan and file written comments; (3) monitor and
evaluate implementation of the Capital Improvements Plan; (4) file semi-
annual reports with respect to the progress of the Capital Improvements Plan
and report to the City Council any perceived inequities in implementing the
plan or imposing the Impact Fees; and (5) advise the City staff and Council of
the need to update or revise the Land Use Assumptions, Capital Improvements
Plan and Impact Fee.
(c) All professional reports concerning the development and implementation of the
Capital Improvements Plan shall be made available to the Advisory
Committee.
(d) The Advisory Committee shall elect a chairperson to preside at its meetings
and a vice chairperson to serve in their absence.
(e) Periodic Updates Required.
The Land Use Assumptions and Capital Improvements Plan shall be updated
at least every five years, and updates may include but are not limited to
modification of the boundaries of Service Areas. The currently effective Land
Use Assumptions and Capital Improvements Plan are incorporated herein by
reference and shall be automatically superseded by updated versions as each
becomes effective, without further amendment of this Section 8. The City may
review its Land Use Assumptions, Capital Improvements Plan, and other
factors such as market conditions more frequently than as provided by this
subsection to determine whether any update is appropriate and if any
recalculation of Impact Fees is necessary, or whether any Impact Fee should
be increased, decreased, or otherwise recalculated.
(Ord. No. 476-2009, adopted 11-10-09) (Ord. No. 690-2015, adopted 6-9-15)
8.04 Impact Fee Required; Exceptions
(a) Water and sewer Impact Fees shall be assessed for New Development at the
time of Approval of a Final Plat(s) and are due and payable at the time a
building permit is issued, or for land platted outside the corporate limits, at the
time an application is filed for an individual meter connection to the water or
wastewater system. Water and sewer Impact Fees for other than single family
residential shall be assessed at any time and shall be due and payable prior
to connection to the City's water or sanitary sewer. Irrigation meters in single
family residential are additional Service Units and will be assessed and fees
collected at time of connection to the City's water or sanitary sewer. Except as
set forth in City of Anna Ordinance No. 671-2014, as amended, Roadway
Impact Fees shall be assessed for New Development at the time Final Plats
are released for recordation and due and payable at the time a building permit
is issued. No building permit shall be issued unless the applicant has paid all
Impact Fees assessed and due; provided, however, that said prohibition on
issuance of building permits shall not apply when deemed appropriate by the
City and only to the extent provided for under a written development
agreement.
(b) Once an assessment has been made for New Development of a tract,
additional Impact Fees or increases in fees shall not be assessed unless the
approved final plat expires or lapses under applicable ordinances or law or the
owner proposes to change the approved development by the submission of a
new development application or application to increase the number of Service
Units, in which case the Impact Fee will be reassessed for increased meter
size or additional meters or Service Units at the Impact Fee amount as
assessed at the time of said application.
(c) Following the lapse or expiration of a final plat covering any area of
undeveloped property that has been approved or a final plat deemed approved
due to the City's failure to act, a new assessment shall be performed at the
time of a new final plat approval in accordance with this ordinance, as
amended.
(d) Except for Roadway Facilities, Impact Fees may be assessed but not collected
for property where service is not available unless:
(1) The City commits to commence construction of necessary facilities
identified in the Capital Improvements Plan within two years and have
service available in five years; or
(2) The City agrees in writing to permit the owner of the property to construct
or finance the Capital Improvement or Facility Expansion and agrees that
the costs incurred or funds advanced will either:
(i) be credited against the Impact Fees otherwise due from New
Development; or
(ii) reimburse the owner for such costs from Impact Fees paid from
other New Developments that will use such Capital Improvements
of Facility Expansions, in which case fees shall be reimbursed to
the owner at the time collected as other New Development plats
are recorded; or
(iii) the owner voluntarily requests that the City reserve capacity to
serve future development and enters into a valid written agreement.
(e) The owner of property for which there is a recorded plat may enter into an
agreement with the City providing for the time and method of payment of
Impact Fees, which agreement shall prevail over the provisions of this section.
(Ord. No. 671-2014, adopted 9-23-14)(Ord. No. 690-2015, adopted 6-9-15)
8.05 Calculation and Assessment of Impact Fees
(a) The maximum Impact Fees for the water and wastewater facilities are
calculated separately by dividing the cost of the Capital Improvements or
Facility Expansions necessitated and attributable to New Development in the
Service Area within the ten-year planning period by the number of Service
Units anticipated to be added to the City within said ten-year period as set forth
in more detail in the Capital Improvements Plan, which is incorporated into this
Section 8 as if set forth in full for all purposes. The amounts of water and
wastewater Impact Fees to be assessed and collected as to each size and
type of water meter and land uses are as set forth in Schedule A —
Water/Wastewater Land Use Equivalency Table and Schedule B-Impact Fee
Rates, as set forth in Anna Code, Part IV, Schedule of Fees, Article 7, Section
13, as amended or recodified.
(b) Roadway Impact Fees shall be determined and assessed as set forth in City
of Anna Ordinance No. 671-2014, as amended.
(c) Assessment of Water and Sanitary Sewer Impact Fees.
(d) In the event that a change in the plans for a New Development reduces the
total number of Service Units and the City staff determines that there is a
corresponding reduction in that same New Development's impact on demand
for services, the City will provide a proportionate credit or offset against Impact
Fees assessed in that same New Development.
(1) Vacating a plat or submission of a replat shall require a new Assessment
to be made using the Impact Fee amounts in effect at the time of Final Plat
Approval.
(2) Approval of an amended plat pursuant to Texas Local Government Code
§ 212.016 or the City's subdivision ordinance will not require a new
Assessment so long as the use of the property remains identical and there
is no increase in the desired meter size or meter type, or other measure of
Service Unit, for any use within that development.
(e) Except as may be provided otherwise in this section, the assessment and
collection of an Impact Fee shall be additional and supplemental to, and not in
substitution of, any other tax, fee, charge or assessment.
(f) With the express approval of the City Council, the City may elect to pay all or
any part of the Impact Fees due for a New Development taking into
consideration the available Credits and Offsets. Criteria and guidelines relating
to this subsection may be developed by City staff.
(Ord. No. 476-2009, adopted 11-10-09)(Ord. 671-2014, adopted 9-23-14)(Ord.
No. 690-2015, adopted 6-9-15)(Ord. No. _-2017, adopted_---I 7)
8.06 Credits and Offsets
(a) Any construction of, contributions to, or dedications of any facility appearing
on the Capital Improvements Plan which is required by the City to be
constructed by the owner as a condition of development shall be credited
against the Impact Fees otherwise due from the development or may be
claimed as an Offset to reduce Impact Fees which arise from future
Assessment(s). Credit for Impact Fees due an owner in one category of Impact
Fees may not be used to offset Impact Fees in another category. The City shall
assign a reasonable value for any Capital Improvement or System Facility, in
either dollars or Service Units, which may be claimed as a Credit or Offset.
(b) Subject to Agreement. As an alternative to the provisions of this section, the
City and owner may enter into an agreement providing that, in addition to the
Credit and Offsets, owner will be reimbursed for all or a portion of the costs of
such facilities from Impact Fees received from other New Developments that
will use such Capital Improvements of Facility Expansions.
(c) Maximums. No Credit for construction of any Capital Improvement or Facility
Expansion shall exceed the total amount of Impact Fees due from the
associated New Development for the same category of Improvements. No
Credits or Offsets shall exceed the documented and City-approved costs to
the developer of the Capital Improvement or Facility Expansion which was
dedicated to and accepted by the City, or exceed the amount of a direct
monetary contribution actually delivered to and accepted by the City. The costs
used to calculate credits or offsets shall not exceed those assumed for the
Capital Improvements included in the Capital Improvements Plan for Impact
Fees for the category of facilities within the Service Area for which the Impact
Fee is imposed, unless otherwise provided for by agreement and a suitable
amendment to the Capital Improvements Plan is first adopted.
(d) Timing. The amount of Credit or Offsets available to an owner shall be
calculated at the time that the facility or contribution has been accepted by the
City. No Credit or Offset may be awarded unless the corresponding Capital
Improvement or Facility Expansion is reflected in the Capital Improvements
Plan effective at the time of the application. Deadlines established by this
section may be extended, in the sole discretion of the City, to allow additional
time for an appropriate amendment to the Capital Improvements Plan.
(e) Expiration. Credits and Offsets created pursuant to this section as amended
shall expire within ten years from the date the Credit or Offset was calculated
pursuant to this section.
(f) Application Required. The applicant seeking to claim any Credit or Offset
applicable to the Impact Fees for New Development must submit a petition to
the City either at the time of application for Final Plat Approval or at the time
of connection(s) to the City utility system, whichever occurs first. The petition
for Credit(s) or Offset(s) shall be in the form required by City administration
and shall specifically identify the Capital Improvement(s) and Facility
Expansion(s) claimed as the basis for the claimed Credit(s) or Offset(s), and
identify the development(s) for which the applicant seeks to apply whatever
Credit(s) or Offset(s) that may be awarded. The City shall provide the
applicant, in writing, with a decision on the request for Credits or Offsets,
including the reasons for decision within ninety (90) days. If a petition is
incomplete, or if the amount of Credits or Offsets claimed in the petition cannot
be determined with certainty until additional time has passed, that petition will
be denied and the applicant must resubmit a new petition before any Credit or
Offset will be awarded.
(g) Redemption of Credits or Offsets.
(1) A Credit or Offset may be redeemed at the time of issuance of the building
permit or at the time of connection to the City's utility system, whichever
occurs first. The City GOURGHManager or his or her designee may
determine with respect to each approved final plat it appFeves, on a case-
by-case basis, whether such redemption, as relates to service units within
that final plat, shall: (i) apply to the full amount of a category of Impact Fees
that would otherwise be collected until the offset or credit for such category
has been exhausted with Impact Fees becoming due thereafter being
collected at the full amount assessed; or (ii) be accomplished by evenly
reducing the amount of all Impact Fees within a category such that
exhaustion of the credit or offset occurs as the result of a percentage
reduction of all Impact Fees within such category.
(2) Any Credit(s), Offset(s), or any rights to reimbursement or refund relating
to Impact Fees, including those established by an agreement employing or
modifying any provisions of this section, shall terminate or be payable, as
the case may require, on September 30 of the final year of any right to
such Credit, Offset, reimbursement, or refund. Any payment(s) to a
developer required hereunder accruing in any year shall be due on or
before sixty (60) days after the end of the fiscal year, September 30.
(3) Notwithstanding subsections (1) and (2), above, the City, at its sole
discretion, may authorize alternative credit or offset agreements upon
petitienEf uest by the owner in accordance with guidelines promulgated
by the City Council.
Ord. No. 690-2015, adopted 6-9-15)(Ord. No. -2017, adopted__17)
8.07 Accounting for Fees and Interest
(a) All Impact Fees collected shall be deposited by the City's Finance Department
in interest-bearing accounts clearly identifying the category of Capital
Improvements or Facility Expansions within the corresponding Service Area
for which the Impact Fee is adopted.
(b) Interest earned will be credited to the same account and is subject to the same
restrictions on expenditures as the funds generating such interest.
(c) Impact Fees and the interest earned thereon may be expended only for the
purposes for which such fees were imposed as shown in the Capital
Improvements Plan. The City Finance Department shall establish adequate
financial and accounting controls to ensure that Impact Fees disbursed from
each account are utilized solely for the purposes authorized by this section.
Disbursement of funds shall be authorized by the City at such times as are
reasonably necessary to carry out the purposes and intent of this section;
provided, however, that any fee paid shall be expended within a reasonable
period of time, but not to exceed ten years from the date the fee is deposited
into the account.
(d) The records of the accounts into which Impact Fees are deposited shall be
open for public inspection and copying during ordinary business hours. The
City may impose a fee for copying services in accordance with the Texas
Public Information Act or other law or ordinance, as applicable.
(Ord. No. 476-2009, adopted 11-10-09) (Ord. No. 690-2015, adopted 6-9-15)
8.08 Refunds
(a) On the request of an owner of property on which an Impact Fee has been
paid, Impact Fees shall be refunded if existing facilities are available and
service is denied, or, if service was not available when the Impact Fee was
collected and the City failed to commence construction of facilities required
for service within two years of payment of the fee, or if service was not
available when the Impact Fee was collected and construction is not
complete within a reasonable time considering the type of Capital
Improvements or Facility Expansion to be constructed, said reasonable time
not to exceed five years from date of payment of the fee.
(b) Any Impact Fee funds not expended within 10 years after payment shall be
refunded. An Impact Fee collected pursuant to this section shall be
considered expended if the total expenditures for Capital Improvements or
Facilities Expansion authorized by this section exceeds the total fees
collected for such improvement expansions during such period.
(c) If a refund is due pursuant to this section, the City shall prorate the same by
dividing the difference between the amount of expenditures and the amount
of the fees collected by the total number of Service Units assumed within the
Service Area for the period to determine the refund due per Service Unit.
Refunds shall bear interest calculated from the date of collection to the date
of refund at the statutory rate set forth in Section 302.002 TEX. FIN. CODE
or its successor statutes.
(d) All refunds will be made to the owner of record at the time the refund is paid.
If, however, the Impact Fees were paid by another political subdivision or
governmental entity, payment shall be made to the political subdivision or
governmental entity.
(e) If the building permit for a New Development for which an Impact Fee has
been paid has expired, and a modified or new application has not been filed
within six months of said expiration, the City shall, upon written application,
refund the amount of the Impact Fee to the applicant. The City may establish
guidelines for refunding of Impact Fees collected for which construction plans
have been abandoned.
(f) Any entitlement to reimbursement of Impact Fees paid in accordance with
this section shall expire no later than six months following completion of all
development subject to the plat with which the Credit(s) or Offset(s) are
associated. If a developer or owner does not submit a request for refund of
Impact Fees during that six-month period, any right or entitlement to refund is
waived and the funds are deemed dedicated to the City.
(Ord. No. 502-2010, adopted 7/27/2010) (Ord. No. 690-2015, adopted 6-9-15)
8.09 Use of Proceeds of Impact Fee accounts
(a) Impact Fees shall be accounted for on a "first in, first out" basis, such that
expenditures made using account funds shall consume the oldest deposits
before more recent deposits. This method of accounting shall not affect
eligibility for a refund provided for by Section 8.08(a) above.
(b) The Impact Fees for each Service Area pursuant to this section may be used
to finance or recover the costs of any Capital Improvements or Facility
Expansions identified in the applicable Capital Improvements Plan for Impact
Fees for the Service Area, including the contract construction price, survey
and engineering fees, land acquisition costs (including land purchases, court
awards and costs, attorney's fees, and expert witness fees), and the fees
actually paid or contracted to be paid to an independent qualified engineer or
financial consultant preparing or updating the Capital Improvements Plan for
Impact Fees who is not an employee of the City. Impact Fees may also be
used to pay the principal sum and interest and other finance costs on bonds,
notes, or other obligations issued by or on behalf of the City to finance such
Capital Improvements or Facility Expansions.
(c) Impact Fees associated with roadways may be used to reimburse the
reasonable costs associated with construction of drainage improvements for
streets in the same Service Area and included on the Capital Improvements
Plan.
(d) Impact Fees collected pursuant to this section shall not be used to pay for
any of the following expenses:
(1) Construction, acquisition, or expansion of capital improvements or assets
other than those identified in the applicable Capital Improvements Plan
for the Impact Fees at issue;
(2) Repair, operation, or maintenance of existing or new Capital
Improvements or Facility Expansions;
(3) Upgrading, expanding, or replacing existing Capital Improvements to
serve existing development in order to meet stricter safety, efficiency,
environmental, or regulatory standards;
(4) Upgrading, expanding, or replacing existing Capital Improvements to
provide better service for existing development; provided, however, that
Impact Fees may be used to pay the cost of upgrading, expanding, or
replacing Capital Improvements in order to meet the need for increased
capacity generated by the corresponding New Development;
(5) Administrative and operating costs of the City.
(e) The City may finance Capital Improvements or Facilities Expansions
designated in the Capital Improvements Plan as relating to Impact Fees
through the issuance of bonds, through the formation of public improvement
districts or other assessment districts, or through any other authorized
mechanism, in such manner and subject to such limitations as may be
provided by law, in addition to use of Impact Fees.
(Ord. No. 671-2014, adopted 9-23-14)(Ord. No. 690-2015, adopted 6-9-15)
8.10 Local Restrictions
Under a duly adopted development agreement the City Council may, for the
purpose of promoting economic development within the City, forgo its
entitlement to collect some or all of the Impact Fees that would otherwise
become subject to collection under this Section 8.
(Ord. No. 138-2004, adopted 4/27/2004) (Ord. No. 476-2009, adopted 11-10-09)
(Ord. No. 502-2010, adopted 7/27/2010)
8.11 Appeals
(a) The property owner or applicant for development may appeal the following
administrative decisions to the City Council:
(1) The applicability of an Impact Fee to the development;
(2) The amount of the Impact Fee assessed or due;
(3) The availability of, the amount of, or the expiration of a Credit or
Offset;
(4) The application of a Credit or Offset against an Impact Fee due;
(5) The amount of the Impact Fee in proportion to the benefit received by
New Development; or
(6) The amount of a refund believed to be due.
(b) The burden of proof shall be on the appellant to demonstrate that the amount
of the fee or the amount of the offset or credit was not calculated according
to the applicable schedule of Impact Fees or the adopted guidelines for
determining Credits and Offsets.
(c) The appellant must file a notice of appeal with the City Secretary within 30
days following the decision serving as the basis for the appeal. If the notice
of appeal is accompanied by a bond or other sufficient surety satisfactory to
the city attorney in an amount equal to the original determination of the
Impact Fee due, other matters relating to the development application may
proceed while the appeal is pending.
8.12 Agreements for Capital Improvements or Facility Expansions
(a) An owner of a New Development may construct or finance a Capital
Improvement or Facility Expansion designated in the Capital Improvements
plan for Impact Fees, if required or authorized by the City, by entering into a
facilities agreement with the City prior to the issuance of any building permit
for the development. The agreement shall be on a form approved by the City,
and shall identify the estimated cost of the improvement or expansion, the
schedule for initiation and completion of the improvement or expansion, a
requirement that the improvement be designed and completed to City
standards and such other terms and conditions as deemed necessary by the
City. The facility agreement shall provide for the method to be used to
determine the amount of the offset to be given against Impact Fees due for
the development.
(b) In the event that the cost of any improvements constructed exceeds the
Impact Fee to be collected for the New Development, the terms of any
potential reimbursement shall be incorporated in the agreement required by
subsection (a). Such reimbursement agreements shall take into account the
proximity of the New Development to existing infrastructure and may require
a repayment schedule which is based upon actual connections to the
improvements constructed. Reimbursement agreements shall further be
based on and made subject to the availability of city funds from all sources
including current and projected Impact Fee fund accounts.
(c) All such agreements shall include clauses which are substantially equivalent
to the following:
(1) The determination of the amount of Credit, Offset, or other compensation
due to a developer or owner in accordance with an agreement under this
section, and all related calculations shall use the Service Unit values in
effect at the time that the agreement was executed.
(2) Any termination or reduction in the City's authority provided by state law
to impose Impact Fees shall terminate or correspondingly reduce any
obligation of the City to make payments under the agreement.
(3) Any entitlement to reimbursement of Impact Fees paid in accordance
with the agreement shall expire no later than six months following
completion of all development subject to the final plat with which the
Credit(s) or Offset(s) are associated. If a developer or owner does not
provide written notification of a request for compensation relating to the
agreement during that six-month period, any right or entitlement to refund
is waived and the corresponding funds are dedicated to the City.
(4) Execution of any reimbursement agreement pursuant to this section shall
automatically terminate any party's entitlement to a Credit, Offset, refund,
or other compensation corresponding to the subject development other
than those expressly provided for therein.
(5) Termination of any agreement entered into under this section, if it occurs
prior to the full development of the subject property, shall automatically
terminate any entitlement to Credit(s), Offset(s), or other compensation
pursuant to that agreement. Thereafter, any and all New Development
with the corresponding plat shall be subject to Impact Fees in accordance
with the fee schedule in effect as of the date of termination.
8.13 Relief Procedures.
(a) Any person who has paid an Impact Fee or an owner of land upon which
an Impact Fee has been paid may petition the City Council to determine
whether any duty required by this division has not been performed within
the time prescribed for its performance. The petition shall be in writing
and shall describe with specificity the nature of the unperformed duty, all
pertinent facts relating to the duty, and request that the act be performed
within 60 days. If the City Council determines that the duty is required
pursuant to this ordinance and is late in being performed, it shall cause
the duty to commence within 60 days of the date of the request and
continue until completion.
(b) Upon written request by a developer or owner of property subject to this
section the City Council may grant a variance or waiver from any
requirement of this section, following a public hearing, and only upon
finding that a strict application of such requirement would, when regarded
in consideration of all applicable circumstances, result in confiscation of
property.
(c) If the City Council grants a variance or waiver to the amount of the
Impact Fee due for a New Development under this section, it may cause
to be appropriated from other City funds the amount of the reduction in
the Impact Fee to account for loss of funds to the Service Area in which
the correlating property is located.
(d) The City Engineer, or his designee, may make interpretations of this
section concerning the required equivalencies or Service Units
corresponding to a tract and may, through a signed writing describing the
relevant calculations, reduce the amount of an Impact Fee to be
assessed against a property.
Section 4. Amendments to Part IV of the Anna Code.
In accordance with Part II, Article 1, Section 9 of the Anna Code, Part IV, Article 7,
Section 13 is deleted and replaced with the following:
Schedule A
WATER/WASTEWATER LAND USE EQUIVALENCY TABLE
Maximum Impact Fee
Land Use Meter Typo Meter Size LUE Water Wastewater Total
SF Residential Simple 3/4° 1 $3,985 $3,999 $7,984
SF Residential Simple 1° 1.7 $6,774 $6,798 $13,573
SF Residential Simple 1-1/2" 3.3 $13,150 $13,197 $26,347
SF Residential Simple 2° 5.3 $21,120 $21,195 $42,315
Commercial/Retail Compound 2° 5.3 $21,120 $21,195 $42,315
Commercial/Retail Turbine 2° 6.7 $26,699 $26,794 $53,492
Commercial/Retail Compound 3° 10.7 $26,699 $42,790 $85,428
Commercial/Retail Turbine 3° 16 $42,790 $63,985 $127,743
Commercial/Retail Compound 4° 16.7 $63,758 $66,784 $133,332
Commercial/Retail Turbine 4° 28 $66,548 $111973 $223,550
Industrial Compound 6° 33.3 $111,577 $133168 $265,865
Industrial Turbine 6° 1 61.3 $132,697 $245,142 $489,416
Industrial Compound 8° 53.3 $244,274 $213,149 $425,544
Industrial Turbine 8° 106.7 $212,395 $426,699 $851,886
Industrial Compound 10° 153.3 $610,884 $613,054 $1,223,938
Industrial Turbine 10° 166.7 $664,281 $666,641 $1,330,923
Industrial Turbine 12° 220 $876,676 $879,791 $1,756,467
Schedule B
IMPACT FEE RATES
Facility Category Service Area Maximum Impact Fee Adopted Impact Fee
Per Service Unit Per Service Unit
Equivalent Equivalent
Water All $3,985 $3,200
Facilities
Wastewater All $3,999 $3,200
Facilities
Section 5. Penalty.
Any violation of any of the terms of this ordinance, whether denominated in this ordinance as
unlawful or not, shall be deemed a misdemeanor. Any person convicted of any such violation
shall be fined in an amount not to exceed $2,000 for each incidence of violation. Each violation
is considered a separate offense and will be punished separately.
Section 6. Savings, Severability and Repealing Clauses.
All ordinances of the City in conflict with the provisions of this ordinance are repealed to the
extent of that conflict. If any provision of this ordinance shall be held to be invalid or
unconstitutional, the remainder of such ordinance shall continue in full force and effect the same
as if such invalid or unconstitutional provision had never been a part hereof. The City declares
that it would have passed this ordinance, and each section, subsection, sentence, clause, or
phrase thereof irrespective of the fact that any one or more section, subsection, sentence,
clause, and phrase be declared unconstitutional or invalid.
Section 7. Publication of the Caption Hereof and Effective Date.
This ordinance shall be in full force and effective from and after its passage and upon the
posting and/or publication, if required by law, of its caption and the City Secretary is hereby
directed to implement such posting and/or publication.
PASSED by the City Council of the City of Anna, Texas, this,, day of 't� ) 1 , 2017.
,`y1111fillllll////�
ATTESTED: ,.4a?�4 0 ",,,APPROVED:
Carrie L Smith, .}
Wks Crist, Mayor
S"f ft
City Secretary
CITY OF AN NA, TEXAS
WATER AND WASTEWATER IMPACT
FEE UPDATE
2017 - 2027
BIRKHOFF, HENDRICKS &CARTER, L.L.P.
PROFESSIONAL ENGINEERS
11910 Greenville Ave., Suite 600, Dallas, Texas 75243
(214) 361-7900
FEBRUARY 2017
BIRKHOFF, HENDRICKS & CARTER, L.L.P.
PROFESSIONAL ENGINEERS
11910 Greenville Ave., Suite 600
10HN W. BIRKHOFF, P.E.
GARY C. HENDRICKS, P.E.
JOE R. CARTER, P.E.
MATT HICKEY, P.E.
ANDREW MATA, JR., P.E.
JOSEPH T. GRAJEWSKI, III, P.E.
DEREK B. CHANEY, P.E.
CRAIG M. KERKHOFF, P.E.
Mr. Joseph Johnson
Director of Public Works
City of Anna, Texas
I I I North Powell Parkway
Anna, Texas 75094
Dallas, Texas 75243 Phone (214) 361-7900
Re: Water and Wastewater Impact Fee Update
2017 - 2027
Dear Mr. Johnson:
February 14, 2017
WWW.bhcl 1p.com
This report study presents the results of the City of Anna Water and Wastewater Impact Fee Update
for the planning years 2017 through 2027. This report includes discussions on land use assumptions
(prepared by the City), the impact fee Capital Improvements Plan, and Calculated Maximum Impact
Fees by meter size. The updated maximum fees per service unit (for a 3/4-inch water meter) are as
follows:
Maximum Wastewater Impact Fee per Service Unit
We have enjoyed working with the City on this important update and are available to discuss the
findings and conclusions further at your convenience. We look forward to our continued working
relationship with you and the City of Anna.
� S�Pd% E op TF41s',' Sincerely
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GARY C. HENDRICKS Gary C. I
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Better Decisions -Better• Designs
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wRww impact fee update 20161reports\02-transmittal lettecdoar
78PLS Firm 100318-00
II
II.
CITY OF ANNA
WATER AND WASTEWATER 2017-2027 IMPACT FEE UPDATE
TABLE OF CONTENTS
INTRODUCTION....................................................................................................................... 1
GLOSSARY................................................................................................................................ 3
III. LAND USE ASSUMPTIONS (Provided by City of Anna) ....................................................... 7
IV. DEFINITION OF A SERVICE UNIT —WATER AND WASTEWATER ............................... 7
• Table No. 2 — LUE for Various Types &Sizes of Water Meter
V. CALCULATION OF WATER &WASTEWATER —LIVING UNIT EQUIVALENTS ............ 9
• Table No. 3 — 2017-2027 Water Living Unit Equivalents by Meter Size
• Table No. 4 — 2017-2027 Wastewater Living Unit Equivalents by Meter Size
VI. WATER DISTRIBUTION SYSTEM......................................................................................... 9
A. Existing Facilities................................................................................................................. 9
B. Water Distribution System Capital Improvement Projects ................................................ 10
• Figure No. 1 —Water Distribution System: Existing Facility Recovery
• Figure No. 2 — Water Distribution System: Capital Improvement Plan
• Table No. 5 — 10-Year Capital Improvement Plan
C. Utilized Capacity................................................................................................................ 14
Table No. 6 — Summary of Eligible Capital Cost &Utilized Capacity Cost
• Table No. 7 —Existing Facility Recovery — Water Lines & Water Facilities
Table No. 8 — Proposed Capital Improvement Plan - Water Lines
• Table No. 9 — Proposed Capital Improvement Plan - Water Distribution Facilities
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Page No.
VII. WASTEWATER COLLECTION SYSTEM
A. General............................................................................................................................... 20
B. Existing Wastewater System.............................................................................................. 20
C. Proposed Wastewater Capital Improvement Plan.............................................................. 21
• Figure No. 3 — Wastewater Collection System: Existing Facility Recovery
• Figure No. 4 — Wastewater Collection System: Capital Improvement Plan
• Table No. 10 — 10-Year Capital Improvement Plan
D. Utilized Capacity................................................................................................................ 24
• Table No. 11 —Summary of Eligible Capital Cost &Utilized Capacity Cost
• Table No. 12 — Existing Facility Recovery — Wastewater Lines & Facilities
• Table No. 13 — Proposed Capital Improvement Plan - Wastewater Lines
• Table No. 14 — Proposed Capital Improvement Plan - Wastewater Facilities
VIII. CALCULATION OF MAXIMUM IMPACT FEES —
WATER AND WASTEWATER SYSTEM............................................................................. 34
• Table No. 15 — Allowable Maximum Fee Per LUE and Per Meter Size & Type
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Birkhoff, Hendricks & Carter, L.L.P.
CITY OF ANNA
WATER AND WASTEWATER IMPACT FEE UPDATE
I. INTRODUCTION
The City of Anna retained the services of Birkhoff, Hendricks and Carter, L.L.P for the
purpose of updating the impact fees for the water distribution system and the wastewater
collection system. These impact fees are required for funding the construction of specific
capital improvement projects to serve new development. The table below shows previous
maximum impact fees calculated and the impact fees imposed by the City:
2008
2014
2017
Calculated
Maximum
Fee
Fees
Imposed
Calculated
Maximum
Fee
Fees
Imposed
Calculated
Maximum
Fee
Fees
Imposed
Water
$25712950
$200
$4,674.00
$2,000
$3,984.89
TBD
Wastewater
$2,643.50
$2,000
$4,610.00
$2,000
$3,999.05
TBD
Since the 2008 and 2014 updates of the Impact Fee, the City of Anna has expanded its water
and sewer service. The Water Distribution System Master Plan and Wastewater Collection
Master Plan were refined in 2013 by Birkhoff, Hendricks & Carter, L.L.P., and are consistent
with the City's Comprehensive Plan.
In accordance with the requirements of Chapter 395.052 of the Local Government Code, this
report reflects the City of Anna's Land Use Assumptions, Water Capital Improvement Plan
and Wastewater Capital Improvement Plan.
Chapter 395, of the Local Government Code is an act that provides guidelines for financing
capital improvements required for new development in municipalities, counties, and certain
other local governments. Based on the most current Master Plan documents for the Water
Distribution and Wastewater Collection Systems; 10-year Capital Improvement Plans were
developed to reflect projected infrastructure needs. The City's Future Land Use Plan was
unchanged from the previous evaluation, and population growth assumption, provided by the
City Planning Department, was the basis for the maximum impact fees calculated.
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Birkhoff, Hendricks & Cnrler, L.L.P.
The Act allows the maximum impact fee to be charged if revenues from future ad valorem
taxes, and water and sewer bills are included as a credit in the analysis. If not, the Act allows
the maximum fee to be set at 50% of the calculated maximum fee. Calculations herein
provide for the 50% reduction.
The following items were included in the impact fee calculation:
A. The cost of the new infrastructure that is to be paid by the City, including engineering,
property acquisition and construction cost.
B. Existing excess capacity in lines and facilities that will serve firture growth and which
were paid for in whole or part by the City.
C. Engineering and quality control fees for construction projects.
D. Interest and other finance charges on bonds issued by the City to cover its portion of the
cost.
E. Planning Cost.
The engineering analysis portion of the Water and Wastewater Impact Fee evaluation
determines utilized capacity cost of the major water distribution and wastewater collection
facilities between the year 2017 and the year 2027. Facilities in this analysis include, water
pump stations, water storage tanks, water disinfection systems, water transmission lines, water
distribution lines, wastewater lift stations, wastewater collection lines, the Slayter Creels
wastewater treatment plant and the regional water and wastewater systems. The study period
is a ten-year period with 2017 as the base year. Impact fee calculations for the water and
wastewater systems account for a portion, or entirety, of costs of new projects required to
serve new developments as well as a portion of the cost of existing infrastructure that is to be
utilized to serve new developments. Growth and usage rates are standardized in calculations
by applying living unit equivalency factors, which in this analysis conform to the latest
American Water Works Association Standards (C700 - C703).
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Birkhoff, Hendricks & Carter, L.L.P.
II. GLOSSARY
1. Advisory Committee means the capital improvements advisory committee established by
the City for purposes of reviewing and making recommendations to the City Council on
adoption and amendment of the City's impact fee program.
2. Area -related facility means a capital improvement or facility expansion which is
designated in the impact fee capital improvements plan and which is not asite-related
facility. Area -related facility may include a capital improvement which is located off -site,
or within or on the perimeter of the development site.
3. Assessment means the determination of the amount of the maximum impact fee per
service unit which can be imposed on new development.
4. Capital improvement means either a water• facility or a wastewater facility, with a life
expectancy of three or more years, to be owned and operated by or on behalf of the City.
5. City means the City of Anna, Texas.
6. Credit means the amount of the reduction of an impact fee due, determined under this
ordinance or pursuant to administrative guidelines, that is equal to the value of area -
related facilities provided by a property owner pursuant to the City's subdivision or
zoning regulations or requirements, for the same type of facility.
7. Facility expansion means either a water facility expansion or a sewer facility expansion.
8. Final plat approval means the point at which the applicant has complied with all
conditions of approval in accordance with the City's subdivision regulations, and the plat
has been approved for filing with Collin County.
9. Impact fee means either a fee for water facilities or a fee for wastewater facilities,
imposed on new development by the City pursuant to Chapter 395 of the Texas Local
Government Code in order to generate revenue to fiord or recoup the costs of capital
improvements or facility expansion necessitated by and attributable to such new
development. Impact fees do not include the dedication of rights -of --way or easements for
such facilities, or the construction of such improvements, imposed pursuant to the City's
zoning or subdivision regulations.
j:\clericalGvma�201 G-Id2 w&wwimpact fee update 2o16\reports\04-retwrt.docx � 3 - JJ7&lVJVIn1pQCt F'EE Z%jldQtE 201 7-2027
Birkhoff, Hendricks & Carter, L.L.P.
10. Impact fee capital improvements plan means either a water capital improvements plan or
a wastewater capital improvements plan, adopted or revised pursuant to the impact fee
regulations.
11. an use assumptions means the projections of population and growth, and associated
changes in land uses, densities and intensities over at least aten-year period, as adopted
by the City and as may be amended from time to time, upon which the capital
improvements plans are based.
12. Land use ec�uivalenc�table means a table converting the demands for capital
improvements generated by various land uses to numbers of service units, as may be
amended from time to time.
13. New development means the subdivision of land; the construction, reconstruction,
redevelopment, conversion, structut•al alteration, relocation, or enlargement of any
structure; or any use or extension of the use of land; any of which increases the number of
service units.
14. Plat has the meaning given the term in the City's subdivision regulations. Plat includes
replat.
15. Plattin>r has the meaning given the term in the City's subdivision regulations. Plattin
includes replatting.
16. Property owner has the meaning given the term in the City's subdivision regulations.
Property
owner caner includes the developer for a new development.
17. Recoupment means the imposition of an impact fee to reimburse the City for capital
improvements which the City had previously oversized to serve new development.
18. Service area means either a water service area or wastewater benefit area within the City,
within which impact fees for capital improvements or facility expansion will be collected
foI new development occurring within such area, and within which fees so collected will
be expended for those types of improvements or expansions identified in the type of
capital improvements plan applicable to the service area.
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Birkhoff, Hendricks & Carter, L.L.P.
19. Service unit means the applicable standard units of measure shown on the land use
equivalency table in the Impact Fees Capital Improvements Plan which can be converted
to water meter equivalents, for water or for wastewater facilities, which serves as the
standardized measure of consumption, use or generation attributable to the new unit of
development.
20. Site -related facility means an improvement or facility which is for the primary use or
benefit of a new development, and/or which is for the primary purpose of safe and
adequate provision of water or wastewater facilities to serve the new development, and
which is not included in the impact fees capital improvements plan and for which the
property owner is solely responsible under subdivision or other applicable development
regulations.
21. Utility connection means installation of a water meter for connecting a new development
to the City's water system, or connection to the City's wastewater system.
22. Wastewater facility means a wastewater interceptor or main, lift station or other facility
included within and comprising an integral component of the City's collection system for
wastewater. Wastewater facility includes land, easements or structure associated with
such facilities. Wastewater facility excludes site -related facilities.
23. Wastewater facility expansion means the expansion of the capacity of any existing
wastewater improvement for the purpose of serving new development, but does not
include the repair, maintenance, modernization, or expansion of an existing sewer facility
to serve existing development.
24. Wastewater capital improvements plan means the adopted plan, as may be amended from
time to time, which identifies the wastewater facilities or wastewater expansions and their
associated costs which are necessitated by and which are attributable to new
development, for a period not to exceed 10 years.
25. Water facility means a water interceptor or main, pump station, storage tank or other
facility included within and comprising an integral component of the City's water storage
or distribution system. Water facility includes land, easements or structures associated
with such facilities. Water facility excludes site -related facilities.
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Birkhoff, Hendricks & Carter, L.L.P.
26. Water facility expansion means the expansion of the capacity of any existing water
facility for the purpose of serving new development, but does not include the repair,
maintenance, modernization, or expansion of an existing water improvement to serve
existing development.
27. Water capital improvements plan means the adopted plan, as may be amended from time
to time, which identifies the water facilities or water expansions and their associated costs
which are necessitated by and which are attributable to new development, for a period not
to exceed 10 years.
28. Water meter means a device for measuring the flow of water to a development, whether
for domestic or for irrigation purposes.
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Birkhoff, Hendricks & Carter, L.L.P.
III. LAND USE ASSUMPTIONS (BY THE CITYOFANNA)
The City of Anna Planning Department prepared the Land Use Assumptions used for the 2014 impact fee
update, and they were not modified since the past evaluation. A revised 10-year population growth
projection was provided by the City for the purpose of this update.
IV. DEFINITION OF A SERVICE UNIT —WATER AND WASTEWATER
Chapter 395 of the Local Government Code requires that impact fees be based on a defined service unit.
A "service unit" means a standardized measure of consumption, use generation, or discharge attributable
to an individual unit of development calculated in accordance with generally accepted engineering or
planning standards. This update defines a water and wastewater service unit to be a 3/44nch water meter
and has referred to this service unit as a Single Family Living Unit Equivalent (SFLUE). The SFLUE is
based on the continuous duty capacity of a 3/4-inch water meter. This is the typical meter used for a
single family detached dwelling, and therefore is considered to be equivalent to one "living unit". Other
meter sizes can be compared to the 3/4-inch meter through a ratio of water flows as published by the
American Water Works Association as shown in Table No. 2 below. This same ratio is then used to
determine the proportional water and wastewater impact fee amount for each water meter size.
TABLE NO. 2
LIVING UNIT EQUIVALENCIES
FOR VARIOUS TYPES AND SIZES OF WATER METERS
Sour
Meter Tye
Meter Size
Continuous Duty
Maximum Rate (g m) (a,
Ratio to 3/a" Meter
Simple
'/a"
15
1.0
Simple
1"
25
1.7
Simple
1'/i"
50
3.3
Simple
Compound
Turbine
2"
2"
2"
80
80
100
5.3
5.3
6.7
Compound
Turbine
3"
3"
160
240
10.7
16.0
Compound
Turbine
4"
4"
250
420
16.7
28.0
Compound
Turbine
6"
6"
500
920
33.3
61.3
Compound
Turbine
8"
8"
800
15600
53.3
106.7
Compound
Turbine
10"
10"
23300
23500
153.3
166.7
Turbine
1 12"1
35300
1 220.0
ce: AWiVA Standard C700 (1995) - C703 (1996)
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Birkhoff, Hendricks & Car, ler, L.L.P.
V. CALCULATION OF WATER & WASTEWATER - LIVING UNIT EQUIVALENTS
The City of Anna provided the existing water meter count by size category as of November 2016.
In total, there were 4,767 water meters serving the existing population of 13,240 residents and
businesses. Table No. 3 shows the number of existing water meters and SFLUE conversions.
The table also shows the projected meter counts and SFLUEs for 2027 which were based on the
population growth assumption.
Similarly, the City provided meter counts by size of the 49168 water service accounts that also
utilize the wastewater collection system. Table No. 4 illustrates the existing wastewater account
and SFLUE's.
TABLE NO. 3
2017 — 2027 WATER LIVING UNIT EQUIVALENTS BY METER SIZE
2017
2027
New
Meter
Size
Number
of
Water
1 Meters
Living Unit
Equivalent
Ratio for
3/411 Used(a)
Total
Number of
Living
Units
Number
of
Water
Meters
Living Unit
Equivalent
Ratio for
3/411 Used()
Total
Number of
Living
Units
Living Units
During
Impact Fee
Period
3/4"
4,629
1.0
4,629
99106
1.0
%106
4,477
1"
64
1.7
107
126
1.7
210
103
1'/2"
7
3.3
23
14
3.3
46
23
2"
45
6.7
300
89
6.7
590
290
3"
18
16.0
288
25
16.0
400
112
4"
3
28.0
84
4
28.0
112
28
6"
1
61.3
61
1
61.3
1 61
0
Totals
4,767
5,492
9,364
10,525 5,033
TABLE NO. 4
2017 — 2027 WASTEWATER LIVING UNIT EQUIVALENTS BY WATER METER SIZE
2017
2027
New
Meter
Size
Number
of
Water
Meters
Living Unit
Equivalent
Ratio for
3/4" Used")
Total
Number of
Living
Units
Number
of
Water
Meters
Living Unit
Equivalent
Ratio for
3/411 Used)
Total
Number
of Living
Units
Living Units
During
Impact Fee
Period
3/4"
41110
1.0
45110
8,085
1.0
85085
33975
1"
28
1.7
47
55
1.7
92
45
1'/2"
5
3.3
17
10
3.3
33
16
2"
21
6.7
140
41
6.7
275
135
3"
1
1 16.0
16
2
16.0
31
15
4"
2
28.0
56
4
28.0
110
54
6"
1
61.3
61
1
61.3
6l
0
Totals
4,168
49447
8,6
8,688
4,241
j:\clerical\atma\2016-142 w&ww impact fee update 2016Ueports\04-report.docx - 8 - jM TRY Impact FEE T%jlClpl'8 201%-Zi72%
Birkhoff, Hendricks & Carter, L.L.P.
Using the growth rate provided by the City, water meters and wastewater accounts were
extrapolated to the year 2027. The City's Planning Department projects the population of the
City of Anna to nearly double over the next ten years; having 13,240 residents in 2017 and
anticipating 26,045 in 2027. It is also assumed that residential and non-residential water and
wastewater usage will grow at the same rate.
Living unit equivalents were then applied to the water meters and wastewater accounts for 2017
and 2027 resulting in a total number of living units for the beginning and end of this fee period.
The difference in the total number of 2017 and 2027 living units results in the new living unit
equivalents during the impact fee period.
VI. WATER DISTRIBUTION SYSTEM
This update includes additional capital improvement plan (CIP) projects that will tentatively serve
new developments, and modifies previous CIP projects that have since been constructed. The
proposed CIP projects are shown schematically in Figure No. 2, and are summarized in Table
No. 6. Existing facilities, applicable for reimbursement under Chapter 395 of the Local
Government Code are shown in Figure No. 1. Eligible facilities include major distribution lines,
pump stations, treatment facilities, ground and elevated storage reservoirs as well as regional
systems participation. Utilized capacities were based on ten-year growth system demands.
A. Existing Facilities
As of 2017, the City of Anna has participated financially in the construction of the facilities
shown on Figure No. 1, the Existing Facility Recovery Map. These distribution lines and
facilities have capacity to serve new developments, and the portion of capacity expected to be
absorbed by the new developments has been included, as a percentage of the total 20-year
project cost, in the value of the maximum impact fee calculation.
Actual capital costs, including construction, engineering and easements of the various
elements of the existing water distribution system, were utilized where the information was
known. The existing costs of facilities were determined from records provided by the City of
Anna. Where actual costs were not known, an average cost in 2017 dollars was calculated.
j:\clerical\aiuia\2016-112�v�n�vimpactfez update2016Ueporls\04-reporl.docx - � - lrr&T'r7rr/r%n7j�pC1 F''eC t%174p12 2M1 %-2M2%
Birkhoff, Hendricks & Carter, L.L.P.
B. Water Distribution System Capital Improvement Projects
In order to meet the demands of the anticipated growth over the next 10-years to 2027,
certain water distribution system improvements are required. Figure No. 2 shows the
recommended system improvements and Table No. 6 itemizes each project and the project
cost. These recommended improvements, along with certain existing facilities, form the
basis for the Water System Impact Fee Calculation.
Costs for CIP projects were estimated using average unit costs from projects which have
been bid recently, plus an estimated cost for engineering and easements, and were amortized
to include the additional cost of issuing 20-year bonds at 5% annual interest rate. Projects
determined to involve developer financing were estimated with a lesser unit value. In these
cases, the developer will be responsible for the cost of the first 8 inches and the City will be
responsible for the additional cost associated to construct the larger -diameter line to the size
shown on the CIP exhibit.
j:\clerical\aivia\2016-1F2 �r&�s�v impact fee update 2016\reports\Oa-report.docs - 1 � - ii'& J;�iT� Il)]paCt Fee Updale 2�1 %-Zi�2 %
Birkhoff, Hendricks & Carter, L.L.P.
FIGURE I
WATER DISTRIBUTION SYSTEM : EXISTING FACILITY RECOVERY
j:\clerical\atma\2016-142 wKwwimpnct fzz updatz 201GUzports\OJ-report.doc� � 1� - �l�&1��j1�17)7�QCt �'e2 l%f7dp1E 2�1%-202%
Birkhoff, Hendricks & Carter, L.L.P.
FIGURE 2
WATER DISTRIBUTION SYSTEM : CAPITAL IMPROVEMENT PLAN
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Birkhoff, Hendricks & Carler, L.L.P.
TABLE IN 5
10-YEAR WATER DISTRIBUTION SYSTEM CAPITAL IMPROVEMENT PLAN
Wate r Lines
Project
Size
Developer
Participation
Total
Capital
Costt�l
Debt
Serwice(2)
Total
Project
Cost
Water Line #1
12"
$2,344,650
$1,418,166
$3,762,816
W ater line #2
12"
X
$1,4035400
$8480849
$21252,249
W ater line #3
12"
X
$421,700
$255,066
$676,766
Water line #4
12"
X
$6323750
$382,720
$11015,470
Water line #5
1211
$156183950
$979,225
$2,598,175
Water Line #6
$1,880,800
$131373605
$3,018,405
Water line 47
$4223950
$255,822
$678,772
Water Line #8
$823100
$49,658
$1319758
Water Line #9
$694,900
$4205311
$1,115,211
Water line#10
$172,950
$1045609
$2775559
Water Line # 12
112t
E
$60,100
$365352
$96,452
Water Line #13
$8075650
$4883509
$1,296,159
Water Line #14
$2,149,100
$1,29%887
$3,448,987
Water line #15
$231055080
$1,273,261
$333785341
aterline#17
$165,700
$100,224
$2655924
aterline#19
12"
$255,000
$1545237
$40%237
Water line #20
12"
$23623,200
$1,5863647
$4220%847
Water line #21
12"
X
$1,0175500
$6153437
$1,632,937
Water line #22
12"
$9963000
$602,432
$1,5985432
Water Line #23
12"
X
$1,403,150
$8483698
$23251,848
Water line #24
24"
$152823800
$775,904
$2,058,704
Water Line #25
12"
X
$633,800
$383,355
$12017,155
Water Line #26
16"
X
$117,950
$71,342
$1895292
Water line #27
18"
X
$157765330
$19074,416
$21850,746
Water line #28
18"
$1,424,685 1
$861,723
$25286,408
W ater line #29
18"
$1,7183465
$1,0393417
$2,757,882
Water Line #30
12"
X
$162,450
$98,258
$26V08
Subtotal: NA'aterLinesi
$28,374,110
S17,162,130
S45,536,240
Water System Facilities
Project
Capacity
Developer
Participation
Total
Capital
Cos tt1t
Dcbt
SerNice(2)
Total
Project
Cost
I MG EST
1.0 MG
$31000,000
$1,814,555
$4,814,555
South Plant P.S. Expanion
5 MGD
$1,500,000
$907,278
$21407,278
CGMA Shenuan Connection
N/A
$15000,000
$604,852
$136045852
CGMA Bloomdale P.S.
N/A
$2,0005000
$1,20%703
$3,209,703
South G•ayson Take Point P.S.
L5 MGD
$155005000
$907,278
$2,4075278
South Grayson Take Point GSR
0.5 MG
$70%0001
S423,3961
$11123,396
Subtotal: Facilities
1 $9,700,0001
$5,867,062
r $159567,062
Water System Master Plan
1 $505000
$0
$50,000
Current & Past Im act Fee Evaluation (3)
$44,000
$0
$44,000
Subtotal: Planning
I $941000
$94,000
C.I.P. GRAND TOTAL:
1 $38,168,1101
$23,029,192
$6191979302
j:\clericaBa�wa\2016-142w&wwimpact fee update 2otbUeports\o4-report.docx - 13 - IVc4c1VIVIfl7ppCtFee UpllClt¢ iOI%-iOZ%
Birkhoff Hendricks & Carter, L.L.P.
C. Utilized Canacity
The portion of City4unded project costs that may be reimbursed by impact fee revenue is
relative to the portion of facility capacity that is anticipated to be absorbed by new
developments during the fee period. This portion, or utilized capacity, was determined for
existing facilities and for proposed CIP projects. For existing facilities, available capacities
were found under current, 2017, demands, and were compared to the available capacity
remaining under the predicted 2027 demand scenario. The difference in available capacities,
by percentage, was applied to the 20-year total project cost to determine the allowable
recovery dollar amount. The same procedure was utilized to determine utilized capacity
during fee period for proposed CIP projects, however, in this case, the 2017 demand is null.
Table No. 7 below summarizes project costs and utilized costs over the impact fee period,
2017 — 2027, for each element of the Water Distribution System. The utilized capacity for
each water distribution facility, both existing and proposed, is presented in detail in Impact
Fee Capacity Calculation Table No. 8 through Table No. 10.
TABLE NO. 6
SUMMARY OF ELIGIBLE CAPITAL COST &UTILIZED CAPACITY COST
Water System
Total 20-Year Project Cost
($)
Utilized Capacity During Fee
Period
($)
Existing Water Facilities
$35,040,778
$173417,274
Planning Bpenses
$945000
$9400
Existing Water System Subtotal:
$3591349778
$1755115274
Proposed Water Lines
$455536,240
$18,025,120
Proposed Water Facilities
$12,036,388
$4,5733827
Propos ed Water System Subtotal:
$579572,628
$22,598,947
TOTAL:
$9297079406
$4091105222
j:�c�ericana,u,a�2al e-uz ��x��� „„u,�c rzz �Pa�iz zoieUzPo��s�oa-report.aac. - 14 - TY& II'll' Lnpact Fee Update 2017-2027
Birkhoff, Hendricks & Cader, L.L.P.
TABLE NO. 7
EXISTING FACILITY RECOVERY - WATER LINES &WATER FACILITIES
' � ,b�..,ee re,u raw ae 6area n, 2au ✓„u.,.,„,�r: a, aa,�.,� a.;��✓;�"r. ✓ "��d;,,d�,✓„ �o;,, r .
Pipe
Nundwr
Total
Capacity
(AlCdNIGD)
Date of Coast.
Total Capital
Cost(S)
20 Year Debt
Sersice (a 5%
Simpleinterest
Total 201ear
Project
Cast(S)
DIGD or 11Ka
IAtlized
alac tv
I% Utilized Caetcitr
S LYilizcd Cau¢it'
2017
2027
During
Fee Period
2017
2027
During
Fee Period
21117
2027
During
FeePeriod
Existing Waterline
Facility
lA & 1B
09O
12
2.75
IS°/a
1009/0
850%FS172g830
$1,123,396
S1,123,396
$950,56(,
S950,566
CGSIA Treate d S urfAce Water S rstent - Blooutdalc PS and GSR
Subotal:
3.25
3025
2005
2005
1 $700,000 1
S700A00
$423,396
5423,396
$1,123,396
S1,123r396
Existing Watedine Facility 1C
0.50
3.2i
2.7i
15%
1000/
85%
$17219,687
S1,2191687
$13032,043
S11032,043
CGNIA TreatedSurface Water System-Treated3VaterSupply Lne
Sublolal:
3.25
3,25
2005
2005
$760,000 $459,687
S760A00 545%687
$13219268
S1,219,687
Existing Watedine Facility 2A
001
2.20
2.A1
Olb
55a/a
550,4.
SO
SO
$115001536
S11500r536
S1,500253(
S1,500,536
South Take Paint -PS
Subtotal:
4.00
4.00
2005
2005
$1,700,t100
51,700,000
$1,028,248
51,028,1A8
$2,728,248
S2,728sVtl
Existing Waterline
Facility 2B
0.00
0.80
0.80
0%
53%
530,4.
$0
SO
$1,2831881
S1,283,881
$132832881
S19283,881
South Take Point -GSR
Subtotal:1,50
1.50
2(NJ5
2005
$1,5000000 S907,278
SI.500,000 S907,278
$23407,278
S2,407,278
Existing N\'atedine
Facility 3
0.00
2.25
2.2i
00/
50'/o
ifP;
$0
SO
S4971504
S497,M-1
S497,504
S497,.iO4
IS" 11'LFrom South Take Point to FAI455
4.50
Subtotal: 4.50
2005
20115
$620,000 $3731008
1 S620,000 S375,008
S995,008
S995,008
Ecistin W'atedine
Facility 4
030
0.3U
0.
IOOa/o
I000/o
09;
S962911
5962,911
S962,911
S962011
SO
SO
West Well & GS R
Subtotal:
0.30
0130
2005
2005
1 $600,000 1 $362,911
S60%000 S362011
S962391)
S962011
0.35
0.50
0.15
hP/o
IW/o
31r
5561,698
S561,698
$802,426
S802r426
S240,728
S240,728
Existing Watedine Facility
5
West Well EST
Subtotal:
0.50
0050
2005
2005
$500,000
S500A00
$302,426
S302r126
S802,42
S802d26
0.
100%
IW0/o
01i
SI,604,852
51,604,852
$1,604,852
S1,604a52
so.
SO
Existing Watedine
Facility 6A
0.91
0.91
South Grayson System- Water Wells
Subtotal:
0.91
0,91
2005
200S
$1000%000 $604,852
S1,000,000 5604,A52
$13604585
51,604A3
Existing Watedine Facility 6B
0.25
0.35
0.11
J7V/o
100%
30%
S589,783
S589,783
$842,547
S842,547
SZ 2,76J
5252,7W
South Grayson System-.35 MG EST
Subtotal:
0.35
0,35
2005
2005
1 $525,000 S317,547
5525,000 53I7,547
$842,54
S842,547
Existing Watedine
Facility
6C
-
-
-
5%
40'/
350%
S8,024
S8,024
$64,194
S64,1941
S*170
S56,170
South Grayson System- CCN Area
Subtotal:
1.00
1400
2005
2005
$100,000 W1485
1 S1003000 S605485
$1601485
SI60,4 -
Existing Waterline
Facility 7
0.00
050
0.5(
0'/
I(xr/
I(H)%
SO
Sol
S320970
S321QN
$320,97(
S3201970
South Well Surface Water
Subtotal:
0.50
0.50
2013
2013
$2004000 $120,970
520010DO S120,970
$320,970
S320070
Existing Waterline Facility 8
0.00
1.25
L2i
0%
IO00/
1(h10,S.
SO
S0
$1.364,124
SIa64,124
S1.364,124
S113641124
North & West 1111 Surface Water
Subtotal:
1.25
1.25
2014
2014
$850,000 $514,124
1 Se-511,000 S514,124
$13364,124
S17364,114
Existing Waterline
Facility 9
02t
0,42
0.2(
5%
10%
$253778
S25,778
$50)710
5509710
$24,931
S241931
C IL 11061Vatedine
Subutbd:
4.M
4.00
2016
2016
$303e300
S303,300
$193,452 S486,75
St83,452 S4865752
Existing Waterline
Facility 10
0.70
1.00
0.3
70%
IOU"/
30'/
$2,691,657
I S2,6919657
$31845,225
S3,845t2251
$17153,56
SI9I53,567
H2ckbem' EST-1.0 MG
-
Subtotal:
1.00
1.00
2016
2016
$2,396,000
S2rM9 000
$1,4493225
SI,449,225
$339452225
S3A45,22I
j�\cletical\mma\2016-142 w&5vw impact fee update 2016\repoAs\04-report.docx - 1$ - J�7& j�T 171A1j7aCt 1'ee UJJda%B 2�1 %-2�2 %
Birk Toff, Hendricks & Carter, L.L.P.
TABLE NO. 7 (CONTINUED)
Existing Waterline Facility 11
-
-
-
(%
10%
1096
S0
SO
SSU43
S801243
S80,243
S80,243
Disinfection
Subtotal:
NIA
NIA
2016
2016
$500,000 S302,426
5500,000 S302,42G
$802.42f
S802,426
Facility 12
0.(81
1 (10
LW
OY
100%
Iq]%.
SO
S0
S1.201639
SIr203,639
$1.203,635
S112031639
Existing Waterline
Initial South Pump S lalion
Subtotal:
1.00
1.00
2016
2016
$750,000
S750,000
$43,639
S4V,639
SI,2(13,63�
S1,203,639
Existing Waterline Facility 13
0.00
1.25
1.2i
00/
500/
50%
$0
SO
S933,3i2
S93313.52
$933,352
S933,352
South Distribulion tine From Nest Well EST (sdDE%)
Subtulal:
2.50
2.511
2016 1
2U 16
$1,163,163
S1,161,163
$703,541
S703,.541
$1866,704
S1,866,70i
Existing Waterline Facility 14
0.00
1.13
1.13
:(Y/o
45%
45%
SO
Sol
S4551M3
S855r513
S9i5,513
S855,513
EastAVest Water ❑ne along future Hackberry Ln. West
Subtotal:
2.50
2.50
2016
2016
$1,184,620
S1,184,620
S716,519
S716,519
$I;NII, 13'
%901,139
Existing Waterline Facility 15
0.(m
1.1(1
I.1(
0y
55
55°,4�
SO
SO
$2901221
52911,221
$290:221
S29t ,221
U.S. 75 Pond Iel Water Ilne North of EhL 455 (sr/DM)
Subtotal:
200 2016
2.00 2016
$328,800 $1983875
5328X00 5198,875
Si27,675
5527,fi7S
Existin Waterline Facility16
0.00
1,10
LIO
(B6
55010
i5°i,
$0
SOI
S1,6773070
S19677,070
$1,677,070
S1,677,070
U.S. 75 Paral let Water fine S outh of EhL 455
Subtotal:
2.00
2.00
2016
2016
1 $1,900,000
SI,900rDOOI
$13149,218
S1,149,218
$3,049,218
S310499218
Existing Watedine Facility 17
0.00
1.10
1.1
00/
5
.."
SO
$0
S13297,253
S11297aD
$122972253
S1,297,253
Fast -West K'ater Line along West Faster (n/DE%)
Subtotal:
100
200
2016
2016
S1,4699694
SIr169,694
$989,947
SSSS047
S2,358,641
S2r358,641
Existing Waterline Facility 18
0.00
1.10
1.1
O0.'o
55°-<,
_
$O
SOI
$1,116,7)G
S1,116,796
$I,I16,
$1,116,796
\rater fine for C.IL422 (uiDM
Subtotal:
200
200
20I6
2016
$1,265,250
SI,265,250
S7651289
S76i,289
$2,030,53
S25030r5.79
Existin Waterline Facility 19
0.00
1.10
LI
U%
5Vo
150 t
SO
SO
$790.123
S796,123
S796,123
S7969123
\rater line CR371 to Rosamond Miry. (w/DM
Subtotal:
100 2016
2,00 2016
1 $901,950
59010
$5453546 S1,447,4
S54.5,516 S11447,496
Existing Waterline Facility 20
0.00
1.10
1.1
0%
4555
Olt
SO
50
$246,987
5246,987
$246098
S276y87
Subtotal:
200
200
2016
2016
$342,000
5342,000
$2063859
5206,859
$548385
55483859
Existing Watedine Facility 21
0.00
1.10
LI
tP/
55^,�
i5%
$0
SO
$2427292
S2421292
S242,29
S2121292
Subtotal:
100
2.00
2016
2016
1 $2741500
S274r500
1 $166,032
S166,032
S440953
S440r532
Water Facilities - Project CIP Total
$21 834 277 $13 206 501 $35 040 778
$6 805 178
$24 222 453
S17 417 274
j:lclericaRalwa\2016-142 w&ww impact fee update 20I6\reports\04-repon.docx - I6 - ll�t%j'V11�I)17pQC1 %'2B t%pdptl? i�] %-Z�i%
I3hkhoff, Hendricks & Carter, L.L.P.
TABLE NO. 8
PROPOSED CAPITAL IMPROVEMENT PLAN - WATER LINES
•.1,rmm• L'niJ msn me FnsrAin 20l J do/tars unksr nrheruiu indknkd and includes20!6Jar enRineennR onArnxmenls
IInc
Identification
Length
(Ft.
Diameter
(Inches
Deseloper
Partici u0ian
Mg. Unit Cost
SI1t
Total Capital
Cost
S
201ear Debt
Senicer 5%
Simple Interest
Total 20 Year
Project
Cost (S)
(%)
Utili-eed Calmeih'
(S) Utilized Capacity
2017
1 2027
During
Fee Period
2017
1 2027
During
Fee Period
'Water Line 91
0'/
1596
159'
30
SO
S564A22
S5649422
S564,422
S564,422
t 2-inch mate r hue along Collin Outer loop
Subtotal:
15,631
M631
12
$150,00
S2,34-1,650
S2,34J,650
$Ir4l8,166
S114181166
S3,762816
S3,762,816
'Water Line 42
12" smpping back to SIT
Subtotal:
9,153
609
91762
12
12
X
$150.00
$5(1.00
S11372,950
330,450
51,403,400
S830,431
SI8,418
5849,849
S2,203,381
548,868
5:252,249
0%
0%
11%
11%
114
IN
$0
SO
SO
S242,372
S5,375
S?47,747
S2427372
$59375
S2479747
'Water Line 03
12" R%lerUne north of the Outer lnop
Subtotal:
2,678
400
3,078
12
I2
1150.00
X 550.00
S401 7011
520/KNI
5421700
S21? 969
S121A)7
S25i1166
5644,66
S32,trI
5676,766
0%
046
15404
15%
1314
154
So
SO
SO
$96,700
S4,815
S1015515
S962700
S4,815
SIOI$I5
Water
Line #4
6%
0%
23%
23%
2394
239:
S0
S0
S11
$159,Wl
$73.657
S233,-S-581
S159,901
S73,657
S233,558
12" Water line north of the Outer loop
Subtot3l:
2,88S
3,991
6,879
12
12
S150.00
X $50.00
Sa33,200
5199,5>0
5632,7511
S262,022
S120,69$
S382,720
$695,222
$320,248
S1,015,470
'WalerLine
#5
046
13%
13al
S0
SO
S337,763
5737,763
$337,763
5337,763
Subtotal:
10,793
10,793
12
$150.00
$1,618,950
51,618,950
$979,223
5979,223
S27598,175
S2$98,I7-
Water Line #6
0%
10054
100",£
SO
So
S3,0181405
S3,0180405
$3,0182405
S31018140
Sultulal:
9,404
91404
24
$200.00
$108803800
S11880,800
$1,1373605
S1,137,605
S3,018,405
S3,018,40.
Line #7
0%
63%
639E
So
So5427,626
S427,626
$4277626
S427,62
Wate r
Subtotal:
8,459
81459
12
X
$$U.W
S4221950
5422,950
$2552822
5255,823
S678,772
5678,772
Wate r Line 48
046
964%
we
SO
50
S126,620
$1260620
S1262620
S126,620
Subtotal:
1,612
15642
12
X
Sm.00
1
S821100
S82,100
$49,658
S491658
$131,758
S131,758
Water Line 49
W^
li^,;,
9346
934%
93%
939
SO
SO
SO
$9077037
$125,649
S110329686
$907,037
5125,649
51,032,686
Subtotal:
4,069
1.671
51760
12
12
X
$150.00
$50.00
$610,330
w530
S694,900
$369,171
S979.i21
S135,691j
S1,I I5,211
$517140
5420,311
Water Line #10
0'1%
13^,b
239E
SO
SO
S631839
S63,839
$632839
S63,839
Subtotal:
32459
3,459
12
X $50.00
$1722930
S172,950
$104,609
SI041609
S277,55
S277wS591
Water Line #12
04%
219%
214'
SO
SO
S20,255
S201255
S20,255
S209255
Subtotal:
1,202
I,202
12
X
$50.00
560,100
S60,100
13G,352
S36,352
596,452
S96,432
Water Line #13
0%52%
09%
52%
524
524
3o
$0
SO
$65m80
$21,823
S6740003
S652,180
$21,823
S674p003
Subtotal:
3.2I0
523
5,733
l2
12
X
$130.00 S7811500
$50.00 526,150
5607,650
$4723692 $i,254219
$15,817 541,967
S488,509 S1,296,159
$0
SO
$0
SO
$147,759
$127,537
$79%818
S1,064,134
S1472759
$127,557
$7983818
$1,0641134
Water Line #14
0°As
OOA
046
6256
26%
29%
62
269
2
Subtotal:
11485
21038
93970
13,493
8
12
16
MOM
S150.00
$170.00
I
$148,500
5305,7W
S1,6943900
S27149olOO
S89,820
$238,32
S1902603
$2,720,063
S3,448,987
$184,903
$1,023,163
S112991887
Water
Line #15
054
0%
44"% ,
44^.o
449E
441);
SO
SO
So
$1,000,416
4486,054
51,486,470
W
SI,o,416
S486,034
S1,486,470
Subtotal:
%445
42049
13,494
11_
16
$150.00
$t70.00
$17416,730
$688,330
52,105,080
$856,924
$2,273,674
S1,104,668
S3,37Q341
$4160338
S1,273,261
j:\clerical\mwa\2016-142 w&Svsv impact fee update 2016\reporlsl04-repolt.docx - 1 % - IY& TVli' In)pQCt T'CB t%j)C1'aiE io% %-Zr72 %
Birkhoff, Hendricks & Carter, L.L.P.
TABLE NO. 8 (CONTINUED)
Wnter"ne #17
09G
839E
839.
SO
50
S220.717
S220,717
S220.717
S220,717
Su140101:
3,314
3,314
12
X
$50.00
1 $165.700
S165,700
S1001224
5100,224
S265,924
S2659924
Water Line 419
fF/.
2596
29:
$O
S0
S102,309
S1021309
SIO'3lrv)
S102,309
Sudotal:
5,100
5,100
12
`( $50.09
5255,(1fN)
S25i,Wo
SI54.237
SI54,237
S09,237
S4099137
Water Line #20
%
636
69
SO
$22652,104
S27652
S_6IN0
Subtotal:
17.488
17,488
12
S150.00
S2262,,200
523200
$l1,„586,7
S8,647
$4,209,947
SJ,209,847
Water line 421
(M
09G
4j9u
429G
429E
420,E
SO
S)
SO
S466,704
S219,130
S685,834
$4667u1
S'_19.13f)
S6851834
•
Sud01a1:
4.616
6,502
11,118
12
12
\
1150At1
SSO.W
S692,400
$3251100
S11017,500
S418,799
$1,111,19
$321,737
S1,632,937
$196,637
S615,437
Water line 422
09G
459E
SO
S719s295
9
$7199,29955S602,43
12Subtotal:
6,640
61640
12
996,000
59961000
$602,432
111,,598,,43
43
S92
Water line 423
0"k
14"5
1491
SO
SO
S345,239
S315,259
$315.259
S315,259
Sudoal:
21063
28,0fi3
12
X 550.00 S1,403,150
S194031150
$848,698
S8J8,699
$2,251,94
S2,251,878
Water
line 424
09G
89G
99:
SO
SO
S164,696
S1649696
S1641696
S1641696
Subtotal:
61414
69414
24
S200.00
I S19282,800
S1,282,800
S775,904
S7759904
S2,0589704
S2,058,704
Water line #25
0%
3
550.'.
SO
SO
S5591435
S559,435
$559435
S55%435
Subtotal:
14676
12,676
12
X
SSOAO
S6337800
S637,800
$383,355
SJ83,355
Slt0171155
SIIO17913
Water Une 426
09G
835
89;
SO
SO
S15,143
515,143
515.143
SI5, 143
Subtotal:
17685
11683
16
X
1 $70.00 SI17,950
S117,950
$71,342
S71,342
$189,292
S1899292
Water Line #27
0%
2544;
259E
SO
SO
S712,687
5712,687
S712,687fi9
S712,7
Subtotal:
203898
20,898
18
X $85.00 $127763330
51,776,330
$1,0749416
51,074,416
$2,850974
S29850,746
W%
4551
459E
SO
SO
S1,028,884
S1,028,894
SI,O'_4884
S11028,884
Water
Line #28
Sudotal:
7.701
71701
18
S185.00
31,4241685
S19424,685
$861,723
S861,7,3
12,216640E
S2,286,408
Water line 429
046
459G
459E
SO
I SO
$1,241 047
S19241,047
$I _41.047
S112411047
SulNolal:
9,289
91289
18
$185.00
$1,718,465
S1,718,465
$1,039,417
Slt039,417
$2t757*882
S2,757,882
Water Line 430
09G
809E
809E
<0
SO
S5208238,567
1567
$1081567'
5208,567
Sudotal:
31249
3,2J9
12
\
550.00
S162450
S162,450
S9$258
598,2>8
$260,708
5260,70E
Water Lines - CIP Total
TOTAL 1242,424 1 1$28,374,IIOIS17,162,1301$45,536,240
$181025,120
$181025,120
j:\clzrical1,91ma\2016-142 w&3v3v impact fee update 2o161reports\04•report.docx - 18 - 1T�& y1�I1�IYllpQct Fee UpdplB 2�17-2�27
Birkhoff, Hendricks & Carter, L.L.P.
TABLE NO. 9
PROPOSED CAPITAL IMPROVEMENT PLAN - WATER DISTRIBUTION FACILITIES
".I raraee Uuil costs nrz bused in 20N do//ors unlrss olhenriae inr(ieoled rind includzs 20% jnr en.¢ineerinQ m+d znsrmeuls.
Total
Capacity
(NIG/NIGD)
Total Capital
Cost (S)
20Year Debt
Service Ca 5%
simple Interest
Total 20Year
Project
Cost (S)
(NIGDorAIG) Utilized
capacity
% Utilized Ca taci
$ Utilized Ca ci
Pi 1>
Number
2017
2027
During
Tee
Period
2017
2i027
During
Pee Period
2017
2027
During
Fee Period
1 NIG I:SI'
0.00
0.75
0.75
00
80'/0
80%
$0
so
$338513644
S3,8511644
$3,851,614
S3,851,644
Subtotal:
1.00
1.00
$3,0003000
$39000,000
1 $158142555
$1,814,555
S458141555
S45814,555
South Plant Pump Station Expansion
0.00
0.50
0.50
0%
10'/
10%
$0
so
$2401728
S240,728
$2403728
S2401728
Subtotal:
5.00
5,00
$1250%000
SISS005000
1 $907,278
$907,278
$2,407,278
S23407,278
CGNIA Sherman Connection
0.00
L00
I.00
0/
IO%
10%
$0
So
S160,485
S160,485
$160,485
$160,485
Subtotal:
N/A
N/A
$1,000,000
SI,000,000
S6045952
S604,852
$1,604,852
$11604,852
CGNIA Bloomtlale Pump Station
0.00
1.00
I.W
00/0
10'/0
10'/0
$0
SO
$3205970
5320,970
$320397
5320,970
Subtotal:
N/A
N/A
I $2,0007000
52,000,000
1 $13209,703
SI,209,703
$3,2091703
53,209,703
South Gmyson Take Point-1.5 MGD Pump
0.00
1.50
I.50
00/0
100%
100"/0
$0
So
S254072278
S25407,278
$2,4071278
S21407,278
Subtotal:
1.50
1150
$12500,000
SI,5001000
1 $9071278
S907,27s
$2,407,278
S2,a07,278
South Grayson Take Point - 0.5 GSR
0.00
0.50
0.50
0%
100%
1100/
$0
SO
$1212313%
51,123,396
$12123,3
S111231396
Subtotal:
0.50
0.50
5700,000
57)JO 00
1423,396
S423,396
$1,123,3
S1,123,396
Water Facilities - Project CIP Total
$71500,000 $4,5363388 $12,036,388L
11
$0
$4,5735827
$4,573,827
j:\clericaBatma\2016-1a2 w&ww impact fee update 20t6UepoAs\O4-report.docx - I9 - II�c& I'I�II� h17ppCt I''EE t%j7C�Rt8 ill %-2�2%
Bnkltoff, Hendricks & Carter, L.L.P.
VII. WASTEWATER COLLECTION SYSTEM
A. General
At this time, based on projections provided by the City, the City of Anna will approximately
double in population over the ten-year period. The most significant growth, that affects the
wastewater collection needs of the City, will occur in the Slayter Creek Basin, along the US
75 corridor, and east of SH 5.
The wastewater collection system is partially in place to serve the new development. The
existing Slayter Creels Wastewater Treatment Plant (WWTP), as well as the Point Of Entry
(POE) to the NTWMD system, provide treatment for the sewage. Conveyance from the new
developments to these existing facilities will be required. The City of Anna's flow is
metered at the WWTP and at two Points of Entry into the regional NTMWD lines.
New developments in certain areas of the City will require wastewater lift stations and force
mains to convey sewage towards the existing collection system
S. Existing Wastewater System
Figure No. 3, the Existing Wastewater Facility Recovery Map, shows projects that have been
constructed in part by the City, and are eligible for some financial recovery. Summaries of
major project undertakings for the City are listed below.
• Throcicmorton Creels 21-inch Collection: In approximately 2003, the City staff
entered into a contract to construct approximately 4,500 linear feet of 214nch PVC
collection line. This facilitated the construction of single family homes adjacent to
FM 455. It also picked up flow from the commercial development located at the
intersection of US 75 and FM 455.
• Slayter Creek 24-inch Collection Line: In approximately 2005, the City staff entered
into a contract to construct approximately 7,000 linear feet of 24-inch PVC
collection line. This facilitated the construction of single family homes in the Slayter
Creek basin north of FM 455.
• Clemmons Creek Point of Entry: In approximately 2005, the City staff entered into a
joint contract with the City of Melissa to construct a 15-inch regional sanitary sewer
collector line. The existing line terminated approximately one-half mile south of the
jAclericahanna\2016-I42 Nv&mv impact fee update 2016\reports\04-rcp0rt.docx - 20 - JV&TVTV Impact Fee Update 201 7-202 7
Birkhoff, Hendricks & Carter, L.L.P.
City of Anna City Limit lines. Around 2016, this line was extended into the City of
Anna to facilitate growth east of SH 5.
• Throcl.morton Creel. Point of Entry: In approximately 2009, the City staff entered
into a joint contract with the City of Melissa to construct a 214nch regional sanitary
sewer collector line. A large percentage of the projected growth will be conveyed to
the Throcl.morton Creel. POE.
C. Proposed Wastewater Capital Improvement Pian
Figure No. 4 illustrates the proposed wastewater system improvements based on meeting the
10-year, future demands of new developments for the City of Anna. The expectation is that
each line will be engineered based on the demands associated with the current land use plan
and any special circumstances particular to a business or operation that might potentially
overload the system due to specific demand issues. Summaries of some of the anticipated
required improvements of the wastewater collection system are listed below.
• US 75 Corridor: To facilitate opening up the west development area of the City of
Anna to meet the intentions of the Land Use Plan, the City will need to invest in
collector line infrastructure. Approximately 7,200 linear feet of 12-inch will be
required to collect wastewater from the future residential. The proposed lines will
connect to the proposed improvements within the Slayter Creel. Basin.
• Slayter Creel. Basin: In order for growth to occur in the Slayter Creel. Basin, the
Throckniorton and Oak Hollow Lift Stations will be required to be taken off-line. A
21-inch gravity line from the Throckmorton Creek Lift Station site conveying
sewage to the regional NTMWD system will provide capacity for growth within the
basin. Additionally, abandoning the existing Oak Hollow Lift Station and replacing
with a 124nch gravity sanitary sewer will provide additional capacity for growth in
the Ferguson Road/County Road 367 area.
j:\ckrical�wa\201 G-1a2 wRemvimpact fee update 2016\rzports\0#•report.docr � 21 - IP&J��l��i7)7JJL7C1 Fee Update 2�1 %-2�2%
Birkhoff, Hendivicks & Carter, L.L.P.
FIGURE 4
WASTEWATER COLLECTION SYSTEM* CAPITAL IMPROVEMENT PLAN
j:\clericallawia\20I6d42 w&wwiropact fee update 2016Ueports\04•report.docx - 23 - l���cyVll�lfllf7Clet Fee Z%jX�Qle ill %-2�2%
Birkhoff, Hendricks & Carter, L.L.P.
D. Utilized Capacity
Utilized capacity for the wastewater collection system was calculated based on land
absorption from population growth projections provided by the City. The population and
employment growth in each wastewater drainage basin was determined utilizing the City's
growth projections. These growth rates were utilized to calculate 2017 and 2027 design
flows.
TABLE NO. 10
10-YEAR WASTEWATER CAPITAL IMPROVEMENT PLAN
Wastewater Lines
Project
Size
Developer.
Participation
Total
Capital
Cos ttrl
Debt
Serv*icet�1
Total Project
Cos t($)
$32788,325
$21291,375
$6307%700
Throcknrorton Creek Parallel Line # 1
VARIES (27)""
Sanitary Sewer Line#2
2411"
X
$3,5881800
$22170692
$5,75%492
Sanitary Sewer Line#3
1811,241111"
X
$2,502,780
$1,513,811
$4,016591
Sanitary Sewer Line 44
1211"
X
$2,4552650
$1,485,304
$339402954
Sanitary Sewer Line45
1211"
X
$684,900
$414,263
$13099,163
Sanitary Sewer Line #6
1211"
X
$490,950
$296,952
$787,902
Sanitary Sewer Line #7
1511"
X
$1,445,000
$8742011
$2,3192011
Sanitary Sewer Line#8
811"
X
$3265700
$1972605
$5245305
Sanitary Sewer Line#9
1861"
$241,425
$146,026
$387,451
Sanitary Sewer Line #10
1211"
$63%450
$386,772
$0261222
Sanitary Sewer Line 411(Camden Park OtTsite Gravity)
8",12""
X
$304,780
$184,347
$48%127
Sanitary Sewer Lin e#12(SweettvaterF.M.)
1011"
X
$5042000
$304,845
$8083845
Sanitary Sewer Lin e # 14 (F.M.)
1251"
X
$1,479,850
$895,090
$253743940
Sanitary Sewer Lin e # 15 (F.M.)
1611"
X
$12577,600
$954,214
$22531,814'
Sanitary Sewer Line 416 (F.M.)
"
2011
X
$2,544,000
$1,538,743
$4,082,743
Subtotal: Was teKaterCollection Liles
S22,574,210
$13,654,050
S36,228,260
Wastewater System Facilities
Project
Size
(n1G/\4GD)
Developer
Participation
Total
Capital
Costt1l
Debt
ScrNice0l
Total Project
Cost($)
Sweetwater Lift Station (418)
1.30
X
$498,200
$301,337
$799537
Jacobs Lift Station (# 19)
1.60
$750,000
$453,639
$1,2033639
WS1 Lift Station (#20)
6.05
X
$1,75%000
$12058,491
$2,8081491
WS2 Lift Station (#21)
9.01
X
$2,2503000
$060,916
$3,610,916
NTMWD Meter Station (#22)
N/A
$3501000
$211,698
$561,698
Trinity Meter Station (423)
N/A
$500,000
$302,426
$802,426
.
Subtotal: NA'asteNNwateitCollecdoiiFacili ficsi
S6,098,200
$3,688,507
$9,786,707
Wastewater System Master Plan
$507000
$0
$5000
Subtotal: Planningi
$50,000
Sol
S505000
CAP GRAND TOTAL:
S6,148,2001
S3,688,507
S9,836,707
j:\clzrical�anna�2016-142 w&wwimpnct ree update2m6Uepods\o4-report.docx -24- IP&TI�11�L71ppCt Fee UpdCIt22O17-2027
Birkhoff, Hendricks & Carter, L.L.P.
The following summarizes each design flow component utilized to calculate the wastewater
design flows.
1) Population Based Flow: For the purpose of this wastewater impact fee study an average
per capita flow of 100 gallons per day (gpcd) is a reasonable basis for the design of the
wastewater collection and treatment facilities.
2) Non -Population Based Flow: Non-residential average flows are estimated based on an
average flow per acre for each non-residential land use category. Commerical base unit
flows were estimated to be 1,500 gallons per acre per day (gpad) to simulate dry weather
conditions. The City also has a public component to consider. The unit for public
components was estimated to be 1,000 gpad.
3) Infiltration and Inflow: Groundwater can infiltrate into the sanitary sewer system through
faulty sewer pipe joints, breaks in sewer pipes and manholes and faulty service lines.
This infiltration creates an average day flow related burden on the wastewater collection
system and the wastewater treatment plant. Infiltration is a constant that is not
necessarily based on temporary storm based environmental conditions. Normal plant
capacity must be designed to handle these infiltration related conditions. The City can
embark on programs to rehabilitate lines that contribute significant infiltration volumes
when economically and environmentally feasible, and/or desirable.
Inflow is generally related to storm based events that increase groundwater and surface
water flow into the sanitary system. The additional flow is generally recognized to enter
through manholes, service lines, roof drains and storm drains. Inflow related surges
could cause surcharged sewers, overflows at manholes and peals flows that surpass the
capacity of the treatment plant. It is estimated, for wastewater collection system
planning purposes, that the combined infiltration and inflow is 800 gallons per acre per
day (gpad) for the existing wastewater collection system and 600 gpad for the new lines
proposed in the build -out wastewater collection system.
4) The calculation of peak flows requires the development of a unit hydrograph (Diurnal
Curve). At the time of this report, a sufficient amount of wastewater flow data was not
j:\clerical\mma\201G-142n•&w�vimpact fee update 2016Ueports\04-report.docx - 25 - IT'&iVJV%Il1naC1 Fee Update 2017-2027
Birkhoff, Hendricks & Carter L.L.P.
available to allow for a feasible approach for the development of a diurnal curve specific
to the City of Anna. However, unit hydrographs from other cities monitored in the past
were evaluated and compiled into a diurnal curve that reasonably represents the peak
flow in the City of Anna. Diurnal curves are applied to the hydraulic model to simulate
a 24-hour temporal cycle in a wastewater system. The diurnal curve was applied system
wide to the base flows. The base flow calculated for inflow and infiltration is an
independent variable that is not affected by the Diurnal Pattern.
The percent utilized capacity was calculated for the design flow of each study year based on
the build -out capacity. The utilized capacity for each facility during the Impact Fee period is
the difference between the year 2027 available capacity and the year 2017 available capacity.
Table No. 12 below summarizes the project cost and utilized cost over the impact fee period
of 2017 - 2027 for each element of the wastewater system (impact fee eligible). The utilized
capacity for each existing and proposed wastewater collection line is presented in detail in
Impact Fee Capacity Calculation Tables No.13, No. 14, and No. 15.
TABLE NO. 11
SUMMARY OF ELIGIBLE CAPITAL COST &UTILIZED CAPACITY COST
Utilized
Wastewater System
Total 20-fear Project Cost
M
Capacity During Fee
Period
M
Existing Wastewater Facilities
$21,354,457
$5,924,856
Wastewater System Master Plan
$50,000
$50,000
Listing Wastewater System Subtotal:
$21,404,457
$55974,856
Proposed Wastewater Collection Sewer Lines
$36,2281260
$19,415,390
Proposed Wastewater Facilities
$9,786,707
%531,713
Proposed Water System Subtotal:
$465014,967
$27,947,103
TOTAL:
$67,4193425
$33,921,959
j:kkricallanna\2016-142 w&ww impact fee update 2016treports\04-report.docx - 26 - WcQ[WW ItIt�7QCt F'CC Uj1dAlC 2�1 %202%
Birk/Toff, Hendricks & Carter, L.L.P.
TABLE NO. 12
EXISTING FACILITY RECOVERY - WASTEWATER LINES & FACILITIES
' .fiemgr Unit com ore band /n 2014 dalion urrirrr orhrn�irr indimred m,d in<hrdrr 3094 j rrrr8;nrean8 and rarrnrenr:
Pipe
Numlrr
Total
Opacity
,IGD
Dale of Coast.
Total Capital
Cost 140
20 Year Deli
Serlicelal5%
SinilileInterest
Total 20 Year
Project
Cos[ S
(hIGD) l4ilized Ca acity
I LYilized Ca
city
I (S) UilizedCaFmcity
2017
2027
During
Fee
Period
2017
2027
During
Fee Perin
2017
2027
During
Fee Period
Existing Sanitary
Sewer Facili#I
0.13
1.40
1.2
I/
15%
13%
4EOiI
46,1151
479,7R4
4795784
433.733
4335733
Thruclumor ton Creck Regional Trunk Sewer(Lnner)
Suhlntal:
9.60
9.60
2005 $24 P0504000
2005 S23050,000
$1,239.946
SI,23I,946
$1,289,946
S3,289,946
Existing Sanitary Se3lerFacility #2
0.23
1411
LI
4%
25%
21%
71.9i7
71,957
4371322
4379322
365,36
365,36
Thrackniorton Creels Regional Trunk Sewer (Upper)
SuMotal:
5.60
5.60
2008
2008
$100908000
SI,090,000
$659,288
S6599288
$1,749,288
S1,749; 88
Existing Sanitaty Seiwr Facility #3
0.00
1.52
Lip
ON*
2io/a
0
0
583,@I
583,021
583,021
583,021
Thruckmorton LS. Relief Trunli Server
Subtotal:
6,07
6.07
2016
2016
$1,453,145
S1,453,145
$878,937
S878037
$1332,OR2
S253329082
Existing Sanitar • Sewer Facility #4
0.00
11.80
4.81
00/o
100%
100*/
0
II
L444,367
114441367
1.411.36i
11444,367
Slayter Creck Trunk S elver
4.80
Suhantal: 4,80
1 2015
2015
$900,000
S900,000
S544,367
Si44,367
$1,444,367
S1,444,367
Existing Sanitary Sewer Facility #5
0.94
0.91
0.0
84%
9l%
T/o
11486,980
Ir186,980
1/6153484
1,6159484
128,5(9
1281504
Upper S laylcr Creek Trunk S ever
Subtotal:
1.00
1.00
2005
2005
$1,105,000
SI,105,000
S668,361
S668,361
$1,7733361
S1,773,361
Existing Sanitary Seiver Facifity #6
0.00
0.70
0.7-
0'/
23%
23%
0
0
642,203
642:208
642208
642,208
Cle anions Creck Regional Trunk Semer'(Ia,a'er)
Sulaot.l:
3.00
3,00
2008 $1,715,000
2008 S1,7159000
$1,037,321
S1,017,321
$27752,321
52,752,321
Existing Sanity SeuterFacility #7
0.00
0.90
0.84
2%
3W/
280/,,
44, 172
44,172
664584
662,584
618,412
618,412
Clemmons Creek Regional Trunk Sever (Upper)
Suhlntal:
3.00
J.OU
2016
2U16
$1,376,210
51,376,2I0
$832,403
5832,403
S420S,613
52121181613
LxistingSanitaiySeivTerracilityfl8
0.01
0.60
0.5(
2%
3(P/
28%
21:826
21A26
32723%
3271390
30i,564
305,%.I
Anna Crossing LS. Fame Main
Subtotal:
2.00
2,00
2013 1
2015
$680,000
S680,000
$411,299
S411,299
S13091,29t
51,091,a99
Existing Sanitaiy
Se"ver Facility 09
0.04
0,60
OSl
2%
3(P/
2R%o
10271
10,2711
1543066
154,0661
143,79
143,795
Anna Crossing Lift Station
Subtotal:
2.00 2015
2,00 2015
$320,000
S3209000
$1932553
S19,
S513,553
S513553
Exisling Sanita SeNver Facility
#10
0.35
0.50
0.1i
Wo
1()P/
341a
1207.474
21207,474
37153,534
39MtS34
946,
9469060
S layter creels MiTP
Sulaotal:
0.50 2005
0.50 2005
$1,965,000
51,965,000
$1,188:534
S1,188„i34
$3,1532534
S39153534
Existing Sanitary SmerFacifity
911
0.35
Q50
0.1
70/
100:6
732,266
732,2661
130465094
1,046,094
313182
313,828
S layterCreek R\YfP flearhmrics Lift Station
Subtotal:
0.50
0.50
2014
2014
$651,832 1
S6513832
S394,262 $1,0463094
S394,162 S1,046,094
Wastewater Facilities - Project Recovery Total
$13,306,187 S8,048,2
I
I
S4,620,996
$10,545,852
$5,924,856
j:\clericallawa\2016-142 w&wry impact fee update 20l6UepoRs\04-report.docx - i% - IVfi TVIV In1f)QCI F2Q UpCIQl2 ZOl %-ZOi%
Birkhoff, Hendricks & Carter, L.L.P.
TABLE NOa 13
PROPOSED CAPITAL IMPROVEMENT PLAN - WASTEWATER LINES
'.4rernge L'nif costs nrebnsed in 1014 dollarsunlea othenrire indicated nud includes 1096 jarengineering nud easements
Line Identification
Length
(FL)
Diameter
(Itches)
Aug. Lint
Cost
(S/Ft.)
Total Capital
Cost (S)
20 Year Debt
Sellice@5%
Simple Interest
Total 20 Year
Project
Cost (S)
(%) Utilized Calmeity
(S) Utilized Calneity
2017
2027
During
Fee
Period
2017
2027
During
Fee Period
Thrncknunton Creek Parallel Line 41
01%
220/
220/c
S0
SO
$15337,534
511337,534
51.337,534
511337,534
1
Subtotal:
16837
165837
YARIES(27) $225.00
$3,788,323
53,788,325
$2,2911375
52,2911375
56,079,700
56,079,700
Sanitaty Seiler Line 92
0%
38%
380
$0
SO
$2,188,607
52,1881607
$2,138,607
52,188,607
2 3009 r
Subtotal:
17,944
17,944
24
5200.00
$3,588,800
53,588,800
$2,1701692
52,170,692
559759,492
55,759,492
Sanitaty Seiler Line #3
0 /o
0%
24%
26%
240�
26%
$0
SO
SO
$432,378
$5751904
511008,282
$432,378
$575,904
$1,003,282
3 3012 *
3010
S ublotal:
6XI
G,901
12,969
18
24
$185.00
$200.00
$12122,580 5678,994
S1,3301200 $834,816
52,502,780 51,513,811
$11801,574
$23215016
54,0161591
Sanitary
SemerLine #4
U';:,
62%
62%
So
SO
$2,4431392
52,4431392
52,4431392
$2,443,392
4 3014•
Subtotal:
16,371
16,371
12
S150.0o
$21455,650
5294551650
$1,485,304
$1,435,304
$3940.954
$31940,954
Sanitaiy SemrLine#5
0%
50%
50%
SO
So
$5493581
S5493581
$549,581
S5499581
5 3024 •
Subtotal:
41566
41566
12 $150.00
$684,900
5684,900
$414,263
S414,263
5110993163
511099,163
Sanitaty SeaerLine #6
0%
1000/
100%
SO
$o
$787,902
5787,902
S7873902
S787,902
6 1730'
Subtotal:
3,273
31273
12 $150.00
$4903950
S490,950
$296,952
S296052
$787,902
S787$9021
Sanitary Seiler Line #7
00/
610/.
610
S0
So
51.4144597
51,4145597
$1,414,597
S1,411,597
7 1594'
Subtotal:
81500
85500
15 $170.00
51,445,000
1 51,445,000
$874,011
5874,011
52,319,011
$2,319,011
Sanitaty Sewer Line #8
0%
100%
100",L
$0
SO
$524,305
55241305
$524305
55241305
8 '
Subtotal:
31267
31267
8
$100.00
1
$326:700
S326700
$197,605
S197,6051
$524,305
S52423051
Sanitary SemerLine
49
0%
I00°,6
100%
$0
SO
$387,451
S3872451
$387,451
53871451
9
Subtotal:
1,305
11305
18
$185.00
$2412425
5241,425
$146,026
5146,026
$3877451
53371451
Sanitaty .Seiler Lille 410
0'2,
100%
100%
SO
SO
SI,026,222
$1,026,222
$110265222
511026,222
10
Subtotal:4,263
41263
12 1
$150.00
1 $639,450
S639,450
$386,772
$3861, 72
$120267221
51,0261222
Sanitary Sewer Line #11 (Camden Pads Offsite Gravity)
u';f,
5_
5ig;,
SO
SO
$269,020
52691020
$26%020
S2699020
I
Subtotal:
3,733
33738
8 & 12
N/A
$304,780
S3049780
$184,347
5184,347
5489,127
5489,127
Sanitary Seiler Line #12 (Sweehiater F.j1I.)
0%
55%
551
SO
SO
5444,865
S4442865
$444,865
S4449865
12
Subtotal:
2,279
21279
IO
N/A
S5045000
S504,000
$304,845
53040845
$808,845
5808,845
Sanitaty Seiler Line 414
(ENI.)
0%
100%
100%
$U
SO
$2,374,940
S253747940
$233741940
S253745940
14 30028,705
Subtotal: 8,705
12
$170.00
$1,479,850
51,479,850
SS95,090
5895,090
$21374,940
525374,940
Sanitm Seiler Line #15 (FAL)
0'1
55%
55%
$o
SO
$1,392,498
SI,392,498
$1,392.493
S1,392,498
15
Subtotal:
7.839
7,888
16
$200.00
51,5771600
SI,577,600
$954,214
5954,214
52.531,814
52,531,814
Sanitaty Seiler Line #16 (FAL)
0114',
80'9
80,5E
S0
SO
$3.266,194
53,266,t94
$37266,194
53,266,194
16
Subtotal:
10,600
10,600
20
5240.00
$2.544,000
S2,544,000
$13538,743
51,538,743
$4,081,743
51,082,743
Wastewater Lines - CIP Total
TOTAL 1 122,5051 1 1 $22,574,210 1 $13,654,050 $36,228,260
1
$1%415,390
$1%415,390
j:\clericaDanma�2016-142 w&wwimpact fee update 2016Ueports\04-repoct.docx - 2g - IV&Wll�l»lpaef Fee UpCICIIe 2O1 %-202%
13irkiloff, Hendricks & Carter, L.L.P.
TABLE NO. 14
PROPOSED CAPITAL IMPROVEMENT PLAN -WASTEWATER FACILITIES
+.4, z>s,�z u,»r costs are ao:zd ;r, zou darlo,r „r,lzs ordzn�asz ind;cnmd oan n,zr„dzs zoss fn engi„eering anJ easeruenls
Pile
Nundwr
Total
Calaciry
Total Calital
Cost ($)
201ear Debt
Sertice QS%
Simple Interest
Total 20 Sear
Project
Cost (S)
(11IGD)
Utilized Calncity
(%)
Utilized
Calucity
($)
Utilized Capacity
2017
0.00
2027
1.30
During
Fee Period
13
2017
0'/o
2027
100%
During
Fee Period
100",S
2017
SO
SO
2027
5799, S37
S7991S37
During
FeePeriod
$799,537
5799,537
SIleetmater Lift Station (#18)
Subtatal:
1.30
1,30
$498,2005301,337
5493,200 S301,337
SM1537
57991537
Jacobs lift Station (419)
0.00
1.60
16
(No100"/
IOOon
$0
So
$1)2039639
51,203,639
$1,203,639
$15203,639
Subtotal:
1,60
1.60
$7502000
5750,000
$453,639
5453,639
$1,203,63
515203,639
NSl lift Station #20
0.00
6.05
6.05
00/0
10000/0
1000.E
$0
SO
52,8031491
52,8031491
$2,808,491
52,808,491
Subtotal:
6.05 $1,750,000
6,05 51,750,000
$17058,491
S1,058,491
$2,808,491
52,8080491
R'S2 lift Station #21
0.00
9.O1
9.01
W10
100%
100%
SO
SO
5 MO916
$3,610,916
53,610,91E
53,610,91E
9.01
Subtotal: 9.01
52,2503000
52,250,000
$1,3%916
SI,360,916
$33610,91
53,610,916
NTMWD Meter Station (#22)
N/A
N/A
N/A
0'/0
8%
840
SO
So
544,936
5-14,936
$44,936
544,936
Subtotal:
N/A
I N/A
$350,000
5350,000
521098
52111698
$561,693
55611698
Tiinity Meter Station(#23)
N/A
N/A
0%
8%
800
$0
SO
$64, 194
S642194
$64, 194
564,194
Suhtatal:
N/A
N/A
$50000
S5000000
$302,426
5302,426
1$80)2�42N/A
Wastewater
Facilities -
$6,098,2001
Protect CIP Total
S3,688,5071 59,786,707
I
I
I 1
1
$0
$8,531,713
$8,531,713
j:\cleticalwma�2016-142w&wtv impact fee update 20p61reports\O4-repoR.docx - 2.9 - II7e�IVFP I7)1fJQCl FE2 UpC�4lB iOI %-ZOZ%
Birkhoff, Hendricks & Cat•tet•, L.L.P.
VIII, CALCULATION OF MAXIMUM IMPACT FEES - WATER &WASTEWATER
SYSTEM
The maximum impact fees for the water and wastewater systems are calculated separately by
dividing the cost of the capital improvements or facility expansions necessitated and attributable
to new development in the service area within the ten year period by the number of living units
anticipated to be added to City within the ten year period as shown on the following tables. To
simplify collection, we recommend the fee remain fixed throughout the 5-year period, unless
changed by Council.
Eligible Eristing Utilized Cost + Eligible Proposed Utilized Cost
nlasimum water Impact Fee =
Number ofNew Living Unit Equivalent over the Nest IOYears
$17,511,274 + $22,598,947
5,033
IVtasimum Calculated LnpactFee = $'7,969.78
$4Q I 1 Q222
5,033
IAllo��aMe 1blasimum water Lulxtct Fee: @fas Impact Fees .50% )4 = $3,985
* - hlaeimrmr nUoulable impact fee is .i0"/o of the macimum calculnterl impact fee per Chapter 395 LGC
Dlasimum R'aste«ater Impact Fee =
Masiumm Calculated Imlract Fee
Eligible Edsting Utilized Cost + EligiMe Proposed Utilized Cost
Number ofNew Living Unit Equivalent over the Nest 10 Years
_ $5,974,856
_ $7,998.10
+ $27,947,103
4,241
111o�tiable blasinmm waste«ater LumctOVlas Lupact Fee s 50%) _
° - Marinurm allowable impact fee is ,iU% ofthe nuainumr calculated impact fee per Chapter• 395 LGC
$33,921,959
4,241
$3,999
Based on the Allowable Maximum Impact Fee Calculation for Water and Wastewater, Table
No. 16 calculates the maximum water and wastewater (sewer) impact fee for the various sizes of
water meters.
j:\clerical\atma\201 G-142 �v�wnv impact fee update 201 G\reports\Oa-report.docr -3�- ll�&ll��l�ll)7jJpCi F2e Z%jJdal22�%%-2�2%
Birkhoff, Hendricks & Carter, L.L.P.
TABLE NO. 15
ALLOWABLE MAXIMUM FEE PER LIVING UNIT EQUIVALENT
AND
PER METER SIZE AND TYPE
50%Max .Water Impact fee /LUE................................................ $39985
50% Max . Wastewater Impact fee /I,UE....................................... $39999
Meter Meter Maximum Impact Fee
Land Use 'type Size LUE Water Wastewater Total
issess
Single Family Resic Simple 3/4" 1 $3,985 $35999 $75984
Single Family Resic Simple 1" 1.7 $6,774 $63798 $13,573
Single Family Resi Simple 14/2" 3.3 $135150 $13,197 $265347
Single Family Res i Simple 2" 5.3 $215120 $21,195 $425315
Conunercial/Retail Compound 2" 5.3 $213120 $21,195 $42,315
Commercial/Retail Turbine 2" 6.7 $265699 $265794 $53,492
Commercial/Retail Compound 3" 10.7 $425638 $42,790 $855428
Commercial/Retail/ Turbine 3" 16 $633758 $63,985 $1273743
Cominercial/Reta' Compound 4" 16.7 $665548 $66,784 $133,332
CommerciaURetai Turbine MWOME 4" 28 $1115577 $111,973 $2235550
Industrial Compound 6" 33.3 $132,697 $1333168 $2655865
Industrial Turbine 6" 61.3 $2445274 $2455142 $48%416
Industrial Compound 8" 53.3 $2125395 $213,149 $425,544
Industrial
Turbine
8"
106.7
$4255188
$426,699
$8515886
Industrial
Compound
10
153.3
$6105884
$613,054
$152233938
Industrial
Turbine
10
166.7
$6645281
$6665641
$153305923
Industrial
Turbine
12
220
$876,676
$879,791
$1,756,467
Note: Selection of the meter size and type shall be dependent on application, and with the input of both
the applicant and City staff.
j:\clzrical\atma\2016-IA2 �vRea�v impact fzz update 2016\rzports\O-I-report.doc� -31 - �l�&J��jl�Inl�aCt'FEE UJ7dalB i0%%-Zili%