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HomeMy WebLinkAbout129-02 RESOLUTION• • • RESOLUTION NO. 129-02 A RESOLUTION APPROVING AMENDMENT #2 TO THE PROFESSIONAL SERVICES AGREEMENT WITH DUNCAN AND ASSOCIATES IN THE AMOUNT OF EIGHT THOUSAND ONE HUNDRED DOLLARS ($8,100.00) TO PREPARE INITIAL AND FINAL DRAFTS OF THE WATER AND WASTEWATER IMPACT FEE ORDINANCES. BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF FAYETTEVILLE, ARKANSAS: Section 1. That the City Council hereby approves Amendment #2 to the Professional Services Agreement with Duncan and Associates in the amount of Eight Thousand One Hundred Dollars ($8,100.00) to prepare initial and final drafts of the water and wastewater impact fee ordinances. A copy of the amendment, marked Exlubit "A" is attached hereto, and made a part hereof. PASSED and APPROVED this 20th day of August, 2002. f �� FArfir£ i OODRUFF, Ci rClerk APPROVED: By 2 3 S NAME OF FILE: CROSS REFERENCE: Resolution No. 129-02 08/20/02 Resolution No. 129-02 08/26/02 Amendment No. 2 to Professional Services Agreement with Duncan and Associates to prepare initial and final drafts of the Water and Wastewater Impact Fee Ordinances 08/13/02 Planning Division Correspondence 08/20/02 Staff Review Form 08/21/02 Memo to Tim Conklin, Planning Division, from Heather Woodruff, City Clerk NOTES: s j • • 4s, /29 -oz SECOND AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT BETWEEN CITY OF FAYETTEVILLE AND DUNCAN ASSOCIATES This Second Amendment to Professional Services Agreement is made as of the date it is executed by both parties, by and between the City of Fayetteville, a political subdivision of the State of Arkansas (City) and James Duncan and Associates, Inc., a professional corporation doing business as Duncan Associates located in Austin, Texas (Consultant). WHEREAS, City has engaged Consultant to perform certain services relating to the development of impact fee reports, studies and ordinances. WHEREAS, the scope of services has been divided into two phases, and this amendment covers Phase Two, which addresses the preparation of detailed impact fee studies for facilities selected in Phase One. WHEREAS, the scope of services for Phase Two was previously amended to add Task 2.5: Additional Presentations and to add compensation for that task. NOW, THEREFORE, in consideration of the mutual covenants and conditions hereinafter provided, City and Consultant agree as follows. 1. Professional Services. Consultant shall furnish amended and additional services to City as set forth in Exhibit "A," specifically task 2.6 ordinance draft which is attached hereto and incorporated herein by reference. 2. Compensation and Hourly Rates. For amended and additional services provided by Consultant as described in task 2.6 ordinance draft of Exhibit "A," City shall compensate Consultant based upon the completion of individual tasks and in accordance with the amended fee schedule outlined in Exhibit "C". Payment of each such invoice shall be due to Consultant within thirty (30) days of receipt by City. Payment for completion of task 2.6 ordinance draft shall not exceed $8,100.00. • • • IN WITNESS WHEREOF, City and Consultant have caused this instrument to be signed by their respective duly authorized officers, all on the day and year first above written. ATTEST: JAMES efoonta By: AN AND ASSOCIATES, INC. es B. Duncan, President ate: : 02. CORPORATE SEAL CITY OF FAYETTEVILLE Date: 1.-eo Qi{ 2 Exhibit A AMENDED SCOPE OF SERVICES The project has been divided into two phases. The earlier Phase One: "Policy Directions," reviewed the legal framework, reviewed local data and potential fees, and determined in conjunction with local officials the type of impact fee system that should be developed in the this second phase. This Phase Two will implement the policy directions provided by the City at the conclusion of Phase One. It entails the development of impact fees for water, wastewater and roads, as well as an update and revision of the City's existing park land dedication and fee -in -lieu requirements PHASE TWO: IMPLEMENTATION Task 2.1: Draft Impact Fee Study Facilities to be included in the impact fee study include water transmission, distribution and storage facilities; wastewater collection and treatment plant facilities; arterial and collector roads, including City participation in the cost of state road improvements; and parks. The park component will be limited to updating the City's park land dedication requirements, as well as updating the fees paid in lieu of dedication. The first task will be to prepare a preliminary draft of the impact fee study for staff review. The impact fee study will Include all of the elements mandated by statutory and constitutional requirements. These elements include an inventory of existing capital facilities; the cost of improvements required to remedy any existing service deficiencies; and the cost of improvements required to accommodate increased service demands. The impact fee studies will calculate the cost per service unit to provide new development with the existing or adopted level of service, as well as appropriate revenue credits to ensure that new development is not charged more than its proportionate share of the cost of new facilities. Each study will include a table that establishes the number of service units and amount of facility demand associated with different land use types. Finally, the studies will include, for each of the facility types, a net unit cost schedule that represents the maximum impact fees that could be charged. DELIVERABLES' DRAFT IMPACT FEE STUDIES 3 • • • Task 2.2: Local Review Meeting At least two weeks after delivery of the draft Impact Fee Study, Consultant will schedule a one - day meeting with City staff to present the draft Impact Fee Study and receive staff comments. We will also use this opportunity to meet with developer representatives or a stakeholder advisory committee. DELIVERABLE: LOCAL REVIEW MEETING (1 PERSON -DAY) Task 2.3: Final Impact Fee Study Following the local review meeting, we will prepare the final draft of the impact fee study. The final draft will reflect staff and advisory committee comments on the initial draft. The final draft of the study will be delivered in both original and digital format. It will be accompanied by a spreadsheet in Excel 97 or other format specified by the City that contains all of the impact fee calculations and can be used by staff to easily update the study. DELIVERABLE: FINAL IMPACT FEE STUDY • Task 2.4: Public Participation In addition to the local review meeting in Task 2.2, key members of our team will be available to attend and participate in two additional meetings with City staff, a stakeholders advisory committee, Planning Commission, City Council, or the general public as desired by the City. Joint meetings or multiple meetings held on the same day will count as one meeting. The consultant team will prepare exhibits and handouts suitable for public meetings that illustrate and summarize the results and recommendations of the Phase Two: Implementation portion of the project. The meetings should be scheduled approximately two weeks after delivery of the documents to provide time for local review prior to the meetings. This task is limited to a maximum of two person -days of out-of-town consultant time. Team members will also be available for additional meetings on a time plus expense basis. DELIVERABLE: PUBLIC MEETINGS (Two PERSON -DAYS) 4 1 • Task 2.5: Additional Presentations Consultant shall attend additional meetings as requested by the City compnsing up to five (5) additional person -days. DELIVERABLE: PUBLIC MEETINGS (UP TO FIVE PERSON -DAYS) Task 2.6: Ordinance Draft Consultant shall prepare initial and final drafts of the water and wastewater impact fee ordinance. The draft will be prepared in the standard format used by the City The ordinance will include provisions relating to impact fee assessment, collection, credits, refunds, appeals, study updates and other provisions necessary to ensure due process and conformance with relevant impact fee case law. The final draft of the ordinance will be prepared and delivered to the City following receipt of local comments. The final draft will be provided in both original and digital format. Consultant will attend a public hearing to present the ordinance. DELIVERABLE: STAFF REVIEW DRAFT ORDINANCE FINAL DRAFT OF ORDINANCE ORDINANCE PRESENTATION 5 • • Exhibit C CONSULTANT COMPENSATION The total cost of the professional services described in the accompanying proposal for Phase Two is X25 $61,325. This lump -sum budget includes all direct and indirect expenses incurred by the consultant team in performing the services. The breakdown of project cost by task is presented below. The City will be billed monthly based on percent completion of individual tasks. Additional attendance at meetings under Task 2.5 will be billed only if attendance is requested by the City, at the rate of $1,500 per person -day. Task Task 2.1: Task 2.1a: Task 2.1b: Task 2.1c: Task 2.1d: Draft Impact Fee Study Roads Water Wastewater Park Land Dedication Task 2.1 Subtotal Task 2.2: Task 2.3: Task 2.4: Task 2.5: Task 2.6: Local Review Meeting Final Impact Fee Study Public Participation Additional Presentations (5) Ordinance Draft Total, Phase Two Amount $9,785 $9,025 $9,025 $3,655 $31,490 $1,260 $9,975 $3,000 $7,500 $8,100 $53,225 $61,325 Additional services beyond those specified in the accompanying Scope of Services may be negotiated or billed on a time and expense basis at the hourly rates provided on the Schedule of Professional Fees and Expenses. Extra meetings attended by one professional will be billed on a fixed -fee basis of $1,500 each, which includes all travel expenses. Changes in scope, price or fees to this contract shall not be allowed without a formal contract amendment approved by the Mayor or the City Council in advance of the change in scope, cost, or fees. SCHEDULE OF PROFESSIONAL FEES AND EXPENSES Principal Land Use Attorney Senior Associates Associates Billable Expenses: Overnight Mail Only 6 $125 $150 $95 $75 41111 41111 1 • 45 /.2 9-0.2. SECOND AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT BETWEEN CITY OF FAYETTEVILLE AND DUNCAN ASSOCIATES This Second Amendment to Professional Services Agreement is made as of the date it is executed by both parties, by and between the City of Fayetteville, a political subdivision of the State of Arkansas (City) and James Duncan and Associates, Inc., a professional corporation doing business as Duncan Associates located in Austin, Texas (Consultant). WHEREAS, City has engaged Consultant to perform certain services relating to the development of impact fee reports, studies and ordinances. WHEREAS, the scope of services has been divided into two phases, and this amendment covers Phase Two, which addresses the preparation of detailed impact fee studies for facilities selected in Phase One. WHEREAS, the scope of services for Phase Two was previously amended to add Task 2.5: Additional Presentations and to add compensation for that task. NOW, THEREFORE, in consideration of the mutual covenants and conditions hereinafter provided, City and Consultant agree as follows. 1. Professional Services. Consultant shall furnish amended and additional services to City as set forth in Exhibit "A," specifically task 2.6 ordinance draft which is attached hereto and incorporated herein by reference. 2. Compensation and Hourly Rates. For amended and additional services provided by Consultant as descnbed in task 2 6 ordinance draft of Exhibit "A," City shall compensate Consultant based upon the completion of individual tasks and in accordance with the amended fee schedule outlined in Exhibit "C". Payment of each such invoice shall be due to Consultant within thirty (30) days of receipt by City. Payment for completion of task 2.6 ordinance draft shall not exceed $8,100.00. IN WITNESS WHEREOF, City and Consultant have caused this instrument to be signed by their respective duly authorized officers, all on the day and year first above written. ATTEST: JAMES DUNCAN AND ASSOCIATES, INC. By: James B. Duncan, President Date: CORPORATE SEAL ATTEST: CITY OF FAYETTEVILLE By: Date: • • Exhibit A AMENDED SCOPE OF SERVICES The project has been divided into two phases. The earlier Phase One: "Policy Directions," reviewed the legal framework, reviewed local data and potential fees, and determined in conjunction with local officials the type of impact fee system that should be developed in the this second phase. This Phase Two will implement the policy directions provided by the City at the conclusion of Phase One. It entails the development of impact fees for water, wastewater and roads, as well as an update and revision of the City's existing park land dedication and fee -in -lieu requirements. PHASE TWO: IMPLEMENTATION Task 2.1: Draft Impact Fee Study Facilities to be included in the impact fee study include water transmission, distribution and storage facilities; wastewater collection and treatment plant facilities; arterial and collector roads, including City participation in the cost of state road improvements; and parks. The park component will be limited to updating the City's park land dedication requirements, as well as updating the fees paid in lieu of dedication. The first task will be to prepare a preliminary draft of the impact fee study for staff review. The impact fee study will include all of the elements mandated by statutory and constitutional requirements. These elements include an inventory of existing capital facilities; the cost of improvements required to remedy any existing service deficiencies; and the cost of improvements required to accommodate increased service demands. The impact fee studies will calculate the cost per service unit to provide new development with the existing or adopted level of service, as well as appropriate revenue credits to ensure that new development is not charged more than its proportionate share of the cost of new facilities. Each study will include a table that establishes the number of service units and amount of facility demand associated with different land use types. Finally, the studies will include, for each of the facility types, a net unit cost schedule that represents the maximum impact fees that could be charged. 3 • • DELIVERABLES: DRAFT IMPACT FEE STUDIES Task 2.2: Local Review Meeting At least two weeks after delivery of the draft Impact Fee Study, Consultant will schedule a one - day meeting with City staff to present the draft Impact Fee Study and receive staff comments. We will also use this opportunity to meet with developer representatives or a stakeholder advisory committee. DELIVERABLE: LOCAL REVIEW MEETING (1 PERSON -DAY) Task 2.3: Final Impact Fee Study Following the local review meeting, we will prepare the final draft of the impact fee study. The final draft will reflect staff and advisory committee comments on the initial draft. The final draft of the study will be delivered in both original and digital format. It will be accompanied by a spreadsheet in Excel 97 or other format specified by the City that contains all of the impact fee calculations and can be used by staff to easily update the study. DELIVERABLE: FINAL IMPACT FEE STUDY Task 2.4: Public Participation In addition to the local review meeting in Task 2.2, key members of our team will be available to attend and participate in two additional meetings with City staff, a stakeholders advisory committee, Planning Commission, City Council,. or the general public as desired by the City. Joint meetings or multiple meetings held on the same day will count as one meeting. The consultant team will prepare exhibits and handouts suitable for public meetings that illustrate and summarize the results and recommendations of the Phase Two: Implementation portion of the project. The meetings should be scheduled approximately two weeks after delivery of the documents to provide time for local review prior to the meetings. This task is limited to a maximum of two person -days of out-of-town consultant time. Team members will also be available for additional meetings on a time plus expense basis. DELIVERABLE: PUBLIC MEETINGS (TWO PERSON -DAYS) 4 • Task 2.5: Additional Presentations Consultant shall attend additional meetings as requested by the City comprising up to five (5) additional person -days. DELIVERABLE: PUBLIC MEETINGS (UP TO FIVE PERSON -DAYS) Task 2.6: Ordinance Draft Consultant shall prepare initial and final drafts of the water and wastewater impact fee ordinance. The draft will be prepared in the standard format used by the City The ordinance will include provisions relating to impact fee assessment, collection, credits, refunds, appeals, study updates and other provisions necessary to ensure due process and conformance with relevant impact fee case law. The final draft of the ordinance will be prepared and delivered to the City following receipt of local comments. The final draft will be provided in both original and digital format. Consultant will attend a public hearing to present the ordinance. DELIVERABLE: STAFF REVIEW DRAFT ORDINANCE FINAL DRAFT OF ORDINANCE ORDINANCE PRESENTATION 5 • • Wm • 11111 Exhibit C CONSULTANT COMPENSATION The total cost of the professional services described in the accompanying proposal for Phase Two is $53,225 $61,325. This lump -sum budget includes all direct and indirect expenses incurred by the consultant team in performing the services The breakdown of project cost by task is presented below. The City will be billed monthly based on percent completion of individual tasks. Additional attendance at meetings under Task 2.5 will be billed only if attendance is requested by the City, at the rate of $1,500 per person -day. Task Task 2.1: Task 2.1a: Task 2.1b: Task 2.1c: Task 2.1d: Draft Impact Fee Study Roads Water Wastewater Park Land Dedication Task 2.1 Subtotal Task 2.2: Task 2.3: Task 2.4: Task 2.5: Task 2.6: Total, Phase Two Local Review Meeting Final Impact Fee Study Public Participation Additional Presentations (5) Ordinance Draft Amount $9,785 $9,025 $9,025 $3,655 $31,490 $1,260 $9,975 $3,000 $7,500 $8,100 $535 $61,325 Additional services beyond those specified in the accompanying Scope of Services may be negotiated or billed on a time and expense basis at the hourly rates provided on the Schedule of Professional Fees and Expenses. Extra meetings attended by one professional will be billed on a fixed -fee basis of $1,500 each, which includes all travel expenses. Changes in scope, price or fees to this contract shall not be allowed without a formal contract amendment approved by the Mayor or the City Council in advance of the change in scope, cost, or fees. SCHEDULE OF PROFESSIONAL FEES AND EXPENSES Principal $125 Land Use Attorney Senior Associates Associates Billable Expenses: Overnight Mail Only 6 $150 $95 $75 FAYETTETILLE THE CITY OF FAYETTEVILLE, ARKANSAS PLANNING DIVISION CORRESPONDENCE 113 W. Mountain St. Fayetteville, AR 72701 Telephone: 479-575-8264 TO: FROM: DATE: SUBJECT: Mayor Dan Coody Fayetteville City Council Tim Conklin, City Planner, AICP< August 13, 2002 Contract Amendment — Second Amendment BACKGROUND The Fayetteville City Council on July 30, 2002 directed staff to prepare a contract amendment with Duncan Associates to draft an ordinance for the collection of water and wastewater impact fees. Attached is a contract amendment for Task 2.6 Ordinance Draft in.the amount not to exceed $8,100. CURRENT STATUS The Final Impact Fee Study was presented to the City Council on July 30, 2002. The City Council will need to enact an ordinance to implement the final study's recommendation with regard to water and wastewater impact fees. RECOMMENDATION Staff recommends approval of the contract amendment with Duncan Associates. MSTAFF REVIEW FORM X AGENDA REQUEST _ CONTRACT REVIEW GRANT REVIEW For the Fayetteville City Council meeting of August 20, 2002. FROM: Tim Conklin Name Planning Urban Development Division Department ACTION REQUIRED: To approve the Second Amendment to Professional Services Agreement between the City of Fayetteville and Duncan Associates and to direct the consultants to prepare initial and final drafts of the water and wastewater impact fee ordinance. COST TO CITY: ,t oo Cost of this Request 474)o-44p)o-n1(t-oD Account Number 0 000$- t Project Number 9911 1 Category/Project Budget 211421- Category/Project Name Funds Used To Date Program Name Remaining Balance Fund BUDGET REV Bu W nager )(J Budgeted Item CONTRACT/GRANT/LEASE REVIEW: Budget Adjustment Attached Administrative Services Director Purchasififiofficer GRANTING AGENCY: MA/4)2— Internal c7CCa Date Internal ditor Tat Date ADA Coordinator Date 2./13(01 -- Date Date Th STAFF RECOMMENDATION: Staff Division Head De rt nt Directo Adrtunk% rative Services Director Mayor recommends approval. 8/13/2002 Date Cross Reference New Item: Yes Prev Ord/Res #: 1/-o.a 64/MWo.W /J Orig Contract Date: 6/5i207I Orig Contract Number: 803 76- of (al:3,.,;.1) FAYETTEVIeLE THE CITY OF FAYETTEVILLE, ARKANSAS DEPARTMENTAL CORRESPONDENCE To: Tim Conklin, Planning Division From: Heather Woodruff, City Clerk Date: August 21, 2002 Please find attached a copy of Resolution No.129-02 approving Amendment No. 2 to the Professional Services Agreement with Duncan and Associates, Inc. to prepare initial and final drafts of the Water and Wastewater Impact Fee Ordinances. The original will be microfilmed and filed with the City Clerk cc: Nancy Smith, Internal Audit Note: Resolution No. 76-01 Amendment No. 1 dated 11/02 Contract #803 Original Date 06/05/01 IMPACT FEE STUDY PART ONE: WATER AND WASTEWATER CONTENTS EXECUTIVE SUMMARY 1 BACKGROUND 2 WATER 7 Service Area 7 Water Demand 8 Service Unit 9 Treatment and Supply 11 Water Storage Tanks 12 Transmission Lines 15 Revenue Credits 19 Maximum Impact Fees 22 WASTEWATER 24 Service Area 24 Wastewater Demand 25 Service Unit 26 Treatment Plant 27 Collection System 28 Revenue Credits 29 Maximum Impact Fees 31 • LIST OF TABLES AND FIGURES • Table 1: WATER AND WASTEWATER FEE SUMMARY 1 Table 2• CAPITAL FUNDING BY SOURCE, 2000-2004 3 Table 3: SALES TAX CAPITAL FUNDING, 2000-2004 3 Table 4: OUTSTANDING DEBT 4 Table 5: POPULATION GROWTH, 1990-2000 4 Table 6: RESIDENTIAL BUILDING PERMITS, 1996-1999 5 Table 7: HOUSING UNITS BY TYPE, 2001 5 Table 8: CURRENT WATER CUSTOMERS 7 Table 9: WATER MASTER PLAN POPULATION PROJECTIONS 8 Table 10: WATER DEMAND PROJECTIONS, 1995-2015 9 Table 11: WATER DEMAND PER SERVICE UNIT 10 Table 12: WATER SERVICE UNITS, 2001 10 Table 13: PLANNED NEW WATER SERVICE UNITS, 1995-2015 11 Table 14: WATER SUPPLY COST PER SERVICE UNIT 12 Table 15: EXISTING WATER STORAGE FACILITIES 13 Table 16: WATER STORAGE NEEDS, 1995-2015 13 Table 17: WATER STORAGE DEFICIENCY, 2001 14 Table 18: PLANNED WATER STORAGE COSTS, 1995-2015 14 Table 19: WATER STORAGE COST PER SERVICE UNIT 14 Table 20: WATER STORAGE DEFICIENCY COST PER SERVICE UNIT 15 Table 21: WATER STORAGE NET COST PER SERVICE UNIT 15 Table 22: PLANNED WATER LINE IMPROVEMENTS, 1995-2015 17 Table 23: WATER LINE COST PER SERVICE UNIT, IMPROVEMENT APPROACH 18 Table 24: WATER LINE COST PER SERVICE UNIT, BUY -IN APPROACH 19 Table 25: ELIGIBLE SHARE OF WATER SYSTEM DEBT Table 26: WATER DEBT CREDIT PER SERVICE UNIT Table 27: WATER SALES TAX CREDIT Table 28: WATER NET COST PER SERVICE UNIT Table 29: WATER MAXIMUM FEE SCHEDULE Table 30: POTENTIAL ANNUAL WATER IMPACT FEE REVENUES Table 31: CURRENT WASTEWATER CUSTOMERS Table 32: WASTEWATER AVERAGE DAILY FLOW, 2020 Table 33: WASTEWATER DEMAND PER SERVICE UNIT Table 34: WASTEWATER SERVICE UNITS Table 35: WASTEWATER TREATMENT COST PER SERVICE UNIT Table 36: WASTEWATER SALES TAX CREDIT Table 37: WASTEWATER NET COST PER SERVICE UNIT Table 38: WASTEWATER MAXIMUM FEE SCHEDULE Table 39: POTENTIAL ANNUAL WASTEWATER IMPACT FEE REVENUES 20 21 21 22 23 23 24 25 26 26 28 30 30 31 31 Figure 1: PLANNING AREA 6 Figure 2: WATER FACILITIES 11 Figure 3: PLANNED WATER IMPROVEMENTS 18 Figure 4: WATERSHEDS AND DIRECTIONS OF FLOWS 27 EXECUTIVE SUMMARY This first installment of the impact fee study calculates maximum impact fees:that could be adopted by the City of Fayetteville to help fund growth -related infrastructure improvements for water and wastewater facilities. A subsequent report will detail impact fee calculations for major road facilities and update the City's existing park land dedication and fee -in -lieu requirements. An impact fee is a one-time charge on new development, typically collected at time of building permit issuance or connection to the water or wastewater system. Impact fees are designed to ensure that new development contributes a fair share of the cost of the capital improvements needed to serve growth. The study was prompted by the need to find alternative sources of revenue to fund capital improvements necessitated by the community's rapid growth. The city's population has been growing at a rate of more than 3.2 percent annually, over twice as fast as the state as a whole. The City has traditionally funded capital improvements primarily on a pay-as-you-go basis, largely with sales tax and utility fee revenues. It is currently confronting the need to build a new wastewater treatment plant and associated improvements to thecollection system, which will cost $120 million and be the largest capital improvement ever made by the City. This report calculates the potential maximum impact fees that could be adopted for water and wastewater facilities. Because of the reported extent of existing deficiencies in the current collection system, the wastewater fee is calculated solely on the cost of adding treatment capacity. The proposed water fee is based on a conservative "buy -in" approach on the water line cost component. The fees are based on the size of the water meter. For a typical single-family connection, the proposed fees would be $313 for water and $815 for wastewater. Potential annual revenues would be in the range of $310,000 for water and $650,000 for wastewater. Table 1 WATER AND WASTEWATER FEE SUMMARY Single- Potential Family Annual Fee Revenue Water $313 $310,000 Wastewater $815 $650,000 Total $1,128 $960,000 Source: Maximum single-family fees (5/8" x 3/4" meter) from Tables 29 and 38: potential annual revenues from Tables 30 and 39. FayettevllleVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 1 BACKGROUND An impact fee is a form of "exaction," through which a developer or builder is required to contribute to the costs of public improvements required to serve the development. Generally, impact fees are designed to pay for the new development's proportionate share of the cost of off - site improvements, and credit against the fees is given if the developer is required to contribute to the system of facilities for which the fees are charged through on -site dedication, construction or monetary payment. Typically the fee is levied on some easily measurable unit of activity, such as the construction of one dwelling unit or of a specified number of square feet of commercial or industrial space, and is collected at the time of building permit issuance or water meter purchase. The purpose of this project is to assist the City of Fayetteville in developing a system of development impact fees to ensure that new development pays a fair share of the cost of infrastructure needed to serve it. The project has been divided into three phases. The first phase, termed a "feasibility study," reviewed the legal framework, local data and potential fees, and determined in conjunction with local officials the type of impact fee system that should be developed in the second phase.' It also included a survey of impact fees and development exactions in comparable communities, which was provided as a separate document.' The facilities selected to be included in the impact fee study include water transmission, distribution and storage facilities; wastewater collection and treatment plant facilities; arterial and collector roads and parks. The park component is limited to updating the City's park land dedication requirements, as well as updating the fees paid in lieu of dedication. This report presents the analysis for the water and wastewater fees. A subsequent report will address road impact fees and will update the park dedication and in -lieu fee requirements. A major impetus for this project is the need for a major wastewater treatment plant expansion and associated collector system improvements. With an estimated total project cost of $120 million, the wastewater improvements could well be the most costly and extensive capital project ever undertaken by the City. The City finances most capital improvements on a pay-as-you-go basis. This is done utilizing revenues from the one -percent City sales tax adopted in 1993 (of which, by City Council resolution, at least 75 percent is used to fund capital projects), the one -percent Hotel, Motel, Restaurant sales tax adopted in 1996 to fund park improvements, and operating revenues from the City's enterprise funds, including water, wastewater and solid waste. The current five-year capital improvements program (CIP), excluding bond funding, includes almost $86 million in capital funding for the five-year period. Over half of the pay-as-you-go funding is from the one -percent sales tax, as shown in Table 2. 'Duncan Associates, Fayetteville Impact Fee Study: Policy Directions Memorandum, April 2001. 'Cooper Consulting Company, Development Fee Survey for Fayetteville, Arkansas, April 2001. FayattOVilleVMPACT FEESTUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Paget I Table 2 CAPITAL FUNDING BY SOURCE, 2000-2004 Revenue Source Amount Percent Sales Tax $45,758,000 53.3% Water & Sewer Fund $14,472,000 16.8% Shop Fund $8,690,000 10.1% Off -Street Parking Fund $6,564,000 7.6% Airport Fund $3,486,000 4.1% Parks Development Fund $3,457,000 4.0% Community Dev't Block Grant Fund $2,015,000 2.3% Solid Waste Fund $756,000 0.9% General Fund $700,000 0.8% Source: City of Fayetteville, Five Year Capital Improvements Program, 2000-2004. November 1999 (excludes bond funding). Three-quarters of the City's one -cent sales tax is dedicated to capital improvements. The City's sales tax capital funding is spent on a wide variety of improvements. Foremost among these are streets, water and wastewater and parks, as shown in Table 3. Table 3 SALES TAX CAPITAL FUNDING, 2000-2004 Streets $19,390,000 42.4% Wastewater $7,968,500 17.4% Parks $3,393,000 7.4% Water. $3,205,500 7.0% Bridge & Drainage $3,042,000 6.6% Fire $2,121,000 4.6% Police $1,395,000 3.0% Library $852,000 1.9% Transportation $650,000 1.4% Other $3,741,000 8.2% Total $45,758,000 99.9% Source: City of Fayetteville, Five Year Capital Improvements Program, 2000-2004, November 1999. FayettevilleVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 3 The City has about $31 million in outstanding debt. Two-thirds of that is in water and sewer revenue bonds, as shown in Table 4. Table 4 OUTSTANDING DEBT Bond Issue Original Issue Original Amount Outstandin Hotel & Restaurant, Series 1995 (Continuing Ed Center) 1979 $2,675,000 $1,335,000 Sales Tax, Series 1997 (Walton Arts Center) 1986 $2,610,000 $1,700,000 Water & Sewer, Series 1999 (Water Transmission Main) •• 1992 $8,365,000 $7,815,000 Water & Sewer, Series 1994 (Water Transmission Main) 1994 $5,500,000 $3,585,000 Hotel & Restaurant, Series 1998 (Town Center) 1998 $6,950,000 $6,765,000 Water & Sewer, Series 2000 (Wastewater Improvements) 2000 $10,000,000 $10,000,000 • as of December 31, 2000 •• 12% for wastewater improvements per utility rate study Source: City of Fayetteville, Annual Budget and Work Program, 2001. December 2000. Impact fees are most appropriate for communities that are experiencing rapid growth. The Fayetteville -Springdale -Rogers Metropolitan Statistical Area (MSA), comprised of Washington and Benton Counties, was the sixth fastest growing MSA in the country in the 1990s? Washington County, of which Fayetteville is the county seat, has been growing at a compound annual growth rate of 3.4 percent since 1990, and one-third of the population added since then has been in Fayetteville. The city itself has been growing at 3.2 percent annually, over twice as fast as the state as a whole. It is not surprising that this pace of growth has created problems in terms of the City's ability to finance the capital improvements needed to accommodate new development. Table 5 POPULATION GROWTH, 1990-2000 Fayetteville 42,249 52,976 58,047 15,798 3.23% Springdale • 29,941 37,700 43,787 13,846 3.87% Other Municipalities • 10,503 15,156 17,540 7,037 5.26% Unincorporated 30,716 36,077 38,341 7,625 2.24% Washington County 113,409 141,909 157,715 44,306 3.35% • only the Washington County portion of Springdale and Elm Springs Source: U.S. Census Bureau; Northwest Regional Planning Commission I.J.S. Census Bureau, Statistics/Abstract of the United States: 2000, Table No. 34, p. 33. FayettevilleVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 4 In recent years, the City has been issuing permits for an average of about 580 new dwelling units annually, as shown in Table 6. Table 6 RESIDENTIAL BUILDING PERMITS, 1996-1999 Year Single -Family Multi -Family iota' 1996 445 154 599 1997 265 281 546 1998 272 40 312 1999 357 515 872 2000 279 272 551 n.,...�,.e 2A 252 576 Source: City of Fayetteville, Inspection Department. Only limited data has been released to -date from the 2000 census. In terms of housing units, only the total number of units has been released. However, the number of units by housing type can be estimated from the 1990 distribution. The census count is taken as of April 1. Based on building permit trends through July 2001, it is estimated that Fayetteville will have about 26,000 dwelling units by the end of 2001, as shown in Table 7. Table 7 HOUSING UNITS BY TYPE, 2001 Housing Type 199O cuue rennras cw Single -Family 9,276 12,543 424 12,967 Townhouse 460 622 52 674 Duplex 1,180 1,595 78 1673 Multi -Family 6,907 9,339 369 9708 Mobile Home 859 1,161 0 1161 Other 153 207 0 207 Total 18,835 25.467 923 26,390 Source: 1990 total units and units by type f rom U.S. census; 2000 total units from 2000 U.S. census; 2000 units by type based on 1990 distribution; permits from January 2000 through July 2001 from City of Fayetteville. In addition to development within its incorporated limits, the City is also affected by, and has some control over, development in unincorporated areas within its extraterritorial jurisdiction. Within this area, which extends up to two and one-half miles from the corporate limits, the City exercises joint subdivision authority with Washington County. The combined corporate and extraterritorial jurisdictions are referred to as the City's planning area, which covers approximately 86 square miles. FayettevilleVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 5 Figure 7 PLANNING AREA FeyettevilleVMPACT FEE STUDY. PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 6 11 WATER The City does not currently charge new water customers an impact fee to help defray the off -site capital costs to the utility system associated with a new customer (the City does charge a connection fee to cover costs associated with connection to the City's water line). Such a one- time, up -front fee, called by many names including capital recovery fee and system development charge, is one of the most common forms of development impact fees. While cities lack explicit statutory authority to impose water or wastewater impact fees in Arkansas, these fees have a long history and have been litigated in Arkansas. Consequently, there appears to be adequate legal authority for the City to impose water impact fees. Service Area The City sells water on a wholesale basis to four customers: the Washington Water Authority, the Mount Olive Water Association, the City of Elkins and the City of West Fork. In addition, the City provides retail water service, including water pipes, meters and billing, to development in the cities of Farmington and Greenland, as well as a portion of Johnson. As shown in Table 8, 81 percent of the City's water sales are to customers within Fayetteville's city limits. Table 8 CURRENT WATER CUSTOMERS June 2001 Consumption Jurisdiction (100 gallons) Percent Fayetteville 2,903,568 81% Elkins (wholesale) 46,291 1% Farmington 95,658 3% Greenland 28,578 1% Growth Area 324,186 9% Mount Olive (wholesale) 44,379 1% West Fork (wholesale) 80,520 2% RDA/WWA (wholesale) 0 0% Total 3,570,591 100% Source: Fayetteville Water and Sewer Department, "Consumption of Water Customers, June 2001." It is recommended that the City's entire water service area should be treated as a single impact fee service area. A service area is an area subject to a uniform fee schedule. A single service area can be justified from several perspectives. First, from the perspective of an individual customer, the lay -out of the utility system and the customer's geographic relationship to components of the system, including location of treatment plants, size and placement of lines, and so forth, are discretionary decisions made by the utility. Moreover, water systems are designed with features FayettevilieVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 7 to ensure system -wide reliability. This is illustrated by the fact that special mains are often installed to allow treatment facilities to serve several areas. Also, many systems are "looped" to provide redundant transmission facilities. These system reliability aspects make it difficult or impossible to assign certain costs by geographic area. Additionally, there are facilities that serve various geographic areas and therefore present geographically unallocatable costs. Finally, the utility's entire rate revenue is pledged as security for the repayment of revenue bonds, making it impossible to allocate debt payment costs to subgroups of customers. In summary, because (1) many siting and design decisions are discretionary rather than locational; (2) systems are often designed with redundant facilities for system reliability; (3) some facilities have no geographic -specific service area; and (4) revenue bonds are backed by system -wide revenues, it can be argued that each utility operates as a complete, integrated system. Therefore, any customer who receives service from such a system may reasonably be considered to be receiving sufficient benefit from the payment of an impact fee, thus meeting the benefit nexus of the rational nexus test. ' Water Demand The City's 1996 Water Master Planning Study was based on 20 -year population growth projections (1995-2015) for Fayetteville and four other communities whose water is provided by the City. The 2000 Census, however, revealed that the projections used in the master plan were significant underestimates. As shown in Table 9, the population served with City water in 2000 was very close to the population projected to be served by the year 2005. Table 9 WATER MASTER PLAN POPULATION PROJECTIONS Municipality 1990 1995 2000 Projected 2000 Actual 2005 Projected 2015 Projectei Fayetteville 42,099 49,264 54,046 58,047 60,647 76,364 Farmington 1,322 1,579 1,837 3,605 2,094 2,609 Greenland 757 858 958 907 1,059 1,260 Elkins 692 813 934 1,251 1,055 1,297 Source: All except 2000 actual from McGoodwin, Williams and Yates. Inc., Fayetteville Water Master Planning Study, October 1996: 2000 actual from 2000 U.S. census. The water master plan analyzed historic water usage, and noted that water usage had been growing significantly faster than population. The plan used service population projections and the assumption that average day demand per person would continue to increase to project future average day demand. The per capita demand assumptions included nonresidential as well as residential demand. However, actual demand did not increase nearly as much as was projected, despite significantly more rapid population growth than was anticipated. In 2000, water demand averaged only 13.04 million gallons per day (mgd), not the 13.67 mgd that had been forecast. The reason that demand did not increase as expected is that two major water customers, Pinnacle FayettevllleVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 8 Foods and Washington Water Authority, both made significant reductions in water usage since the master plan was prepared. For example, water purchased by Washington Water Authority went from 17 mg in June 1996 to zero in June 2001. Thus, the lower -than -expected increase in demand does not appear to be due to increased conservation by most customers, but to changes in demand by a couple of major users. The water master plan noted that the ratio of maximum to average day water demand over the prior twenty years ranged from 1.25 in 1992 to 1.85 in 1990. It noted that "the potential certainly exists for a maximum day of approximately 2.0 times the average day in any given year," and used a two -to -one ratio to estimate potential maximum day demand from average day demand, as shown in Table 10. Table 10 WATER DEMAND PROJECTIONS, 1995-2015 2000 2000 2005 2015 1990 1995 Projected Actual Projected Projectec e Day Demand (mgd) 10.21 12.44 13.67 13.04 16.07 22.23 Daily Demand per person (gpd) 220 229 229 198 244 265 Day Demand (mgd) 10.21 12.44 13.67 13.04 16.07 22.23 n Day Demand (mod) 15.69 21.56 27.34 n/a 32.15 44.46 Source: All except 2000 actual from McGoodwin, Williams and Yates, Inc., Fayetteville Water Master Planning Study, October 1996; 2000 actual average day demand from memo from Fayetteville water/sewer maintenance superintendent. July 30, 2001; 2000 actual service population from Table 9. Service Unit A water utility must be able to supply water to satisfy demand that fluctuates over a wide range. Yearly, monthly, daily and hourly variations must all be accommodated. Water demand rates most important to the design and operation of a water system are average day, maximum day and maximum hour. The allocation of capital costs in this analysis is based on both average and maximum day water demand. To calculate water impact fees, the water demand associated with different types of customers must be expressed in a common unit of measurement, called a "service unit." Water system components must be designed to meet peak demand. Consequently, water impact fees should reflect maximum potential demand, which is determined by the capacity of the water meter. This can be accomplished by developing factors that convert each meter size into multiples of a "Single -Family Equivalent" meter, or SFE. An SFE is a common denominator that converts all classes of customers into a common unit of expression. An SFE is the water demand associated with the smallest water meter used in the system (5/8" by 3/4"), which is the meter typically used by a single-family residence. FayettevilleVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 9 In order to calculate the cost of various types of water facilities to serve a service unit, it is necessary to determine the average amount of water consumed by a typical single-family unit. Dividing the average day demand generated by single-family customers in Fayetteville during the most recent 12 -month period Quly 2000 through June 2001) by the estimated number of single- family dwelling units in Fayetteville in 2001 yields a reasonably good estimate of average day water demand per single-family equivalent service unit. Multiplying that by the two -to -one ratio of maximum to average day demand provides the maximum day demand per service unit. These calculations are summarized in Table 11. Table 11 WATER Average Day Demand from Single -Family Customers, 2001 (gpd) 3,467,731 Average Day Demand per Single -Family Equivalent (gpd) 267 1 Maximum Day Demand Factor 2.0D Source: City of Fayetteville, "Consumption of Water Customers," residential (single-family) users in Fayetteville. July 2000 throughJune 2001; 2001 single-family units in Fayettevillefrom Table 7: maximum day demand factor from Table 10. The total number of existing service units served by the City's water system can be estimated from recent water consumption records. Increasing year 2000 water demand by the percent increase in dwelling units since 2000 results in the estimate of current demand. Dividing that by the average day demand per single-family equivalent yields the number of service units in 2001. Table 12 WATER SERVICE UNITS, 2001 Average Day Water Demand, 2000 (mgd) 13.04 Percent increase in Dwelling Units, 2000-2001 2.29% Average Day Water Demand, 2001 (mgd) 13.34 Avnraan Day Demand ner SFE (aod) 267 Source: 2000 average day demand from Table 10; average day demand per SFE from Table 11; percent increase in dwelling units from April 2000 to end of 2001 from Table 7. The fact that the City's water master plan did not precisely forecast population growth in the water service area or growth in demand during the first five years of the 20 -year planning period does not invalidate it as a reasonable basis for the development of water impact fees. The improvements that were identified as needed during the planning period were based on the projected growth in demand, and the cost per increment of demand should be reasonably accurate, regardless of whether the growth, and thus the need for the improvements, occurs over 20 years or a somewhat different time period. As shown in Table 13, the projected growth in demand anticipated in the master plan is the equivalent of 36,667 new single-family units, regardless of whether one looks at growth in average day or maximum day demand. FayettevillOVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 10 Table 13 PLANNED NEW WATER SERVICE UNITS, 1995-2015 Average Day Maximum Da Projected Water Demand, 2015 (mgd) 22.23 44.46 Water Demand, 1995 (mgd) 12.44 24.88 New Water Demand, 1995-2015 (mgd) 9.79 19.58 Water Demand Der SFE (uod) 267 534 Source: 2015 and 1995 demand from Table 10 (1995 maximum day is 2 times average day); water demand per SFE from Table 11. Treatment and Supply The City of Fayetteville and three other cities make up the Beaver Water District, which operates two regional water treatment plants located east of Lowell, Arkansas (see Figure 2). The District pays only for the plants, with the cities responsible for constructing the transmission lines needed to get the water to their distribution systems. The regional water treatment plants were expanded about five years ago. The City's water master plan did not provide costs for centralized facilities, since the City does not own the water treatment plants. It may be difficult to charge impact fees for water treatment capacity because the City does not directly own the facilities. Insufficient information is available to determine the capital cost of the treatment plants paid by Fayetteville, and no such costs will be included in the impact fee calculations for the purpose of this study. The treated water supplied by the Beaver Water District is pumped through parallel 36 -inch and 42 -inch diameter transmission lines. The high service pump station at the Beaver Water District is equipped with four vertical turbine pumps, capable of delivering about 30.6 mgd of treated water to the City of Fayetteville each day. The pump station and the new 42 -inch line were put into full-time operation in 1993. The lines run south from the plant, over Fitzgerald Mountain and into the Fayetteville system east of Lake Fayetteville. A surge tank 20 feet in diameter by 100 feet tall is located on top of Fitzgerald Mountain. The surge tank has a capacity of 0.25 million gallons (mg) and functions as a buffer for the operation of the high service pumps at the Figure 2 WATER FACILITIES 1 j ; , Treadnent Plant LEGEND Lx it • LANK _: i. (:. t_;;.• �..{ II�IM1111A 49' N•AIlRGIN .i ---• :1O" OR 36" WATERLINE ' : •I } 24" WAttltl_WL 1 •r , 11 ut c-ri. rly{ t... t, 14 I- I FayettevilleVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 11 Beaver Water District. A hydraulic model indicates that the maximum capacity of the parallel transmission lines is approximately 46 mgd. The 1996 water master plan determined that the capacity of the transmission lines from the Beaver Water District would be adequate to accommodate projected growth in water demand through 2015, but that the capacity of the pumping station would be reached shortly after the year 2000. However, it noted that facilities are in place for adding a new pump or pumps to meet this demand. Although the water master plan did not provide any cost estimates for expanding the capacity of the pumping stations or transmission lines, Fayetteville's water utility has incurred the cost of constructing the existing facilities in order to provide capacity for its growing customer base. In fact, the majority of the City's existing water revenue bond debt is continuing to pay for these water supply facilities. The current replacement cost of the transmission lines and associated facilities is estimated to be about $15.7 million. Dividing the current replacement cost by the capacity of the lines results in the cost to new customers of 34 cents per gallon per day of maximum day water demand, as shown in Table 14. Multiplying this by the maximum day demand generated by a single-family unit results in the water supply cost per service unit. Table 14 WATER SUPPLY COST PER SERVICE UNIT Original -Cost of 36' Line and Associated Facilities $7,332,339 Original Cost of 42" Line (in operation 1993) $5,744,922 Total Original Cost of Supply Facilities $13,077,261 Cost Inflation Factor, 1993-2001 _ 1.203 Current Replacement Cost of Supply Facilities $15,731,945 Transmission Line Capacity d 46,000,000 Supply Facility Cost per Maximum Day Gallon $0.34 Maximum Day Demand per SFE d 534 SUDDIV FacilityCost er SFE $182 Source: Original costs from City of Fayetteville; cost inflation factor is Engineering News -Record Construction Cost Index, ratio of August 2001 to annual average for 1993; line capacity from McGoodwin. Williams and Yates. Inc., Fayetteville Water Master Planning Study. October 1996, p. 3.3; maximum day demand per SFE from Table 11, Water Storage Tanks The City's water distribution system is divided into five pressure planes. The primary pressure plane, which receives all of the water delivered from the Beaver Water District, currently has six ground storage tanks and two elevated storage tanks located at five sites with a total capacity of 27.75 mg. Because many areas of the city are above the overflow elevation of the primary pressure plane, water must be repumped to supply four additional areas of high elevation. Two of these have small elevated storage tanks, while adequate pressure in the other two is maintained by the use of variable speed pump stations. FayOttOV IIIOVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 12 Table 15 EXISTING WATER STORAGE FACILITIES Baxter Ln at North St 1.000 Baxter Ln at North St 5.000 Rogers Dr 4.000 Rogers Dr 4.000 Kessler Mountain 6.000 Kessler Mountain 6.000 Markham Hill (elevated) 1.000 Gully Road (elevated) 0.750 Subtotal, Primary Pressure Plane 27.750 Sequoyah/Hyland Park Pressure Plane (elevated) 0.250 Township Pressure Plane (elevated) 0.075 Highway 45 E Pressure Plane (pump) 0.000 South Mountain Pressure Plane (pump) 0.000 Total System [a.u/b Source: McGoodwin, Williams and Yates, Inc., Fayetteville Water Master Planning Study, October 1996. According to the water master plan, storage requirements in the water distribution system are determined by the needs of operational storage, fire flow and emergency storage. Operational storage should be about 20 percent of maximum day demand. Fire flow requirements are based on judgement on the required duration of flows based on the level of risk in the community, and were determined in cooperation with the City fire department. Emergency storage needs are generally set at about two days of average day usage. The water system's current needs at the time the water master plan was prepared were determined to be over 32 mg, which is considerably higher than the existing storage capacity, which is just over 27 mg. This deficiency has no doubt increased somewhat in the intervening five years, as demand has grown while no additional storage capacity has been added. As can be seen in Table 16, the capacity needs projected by the master plan show a strong relationship to water demand, with an average of 2.63 gallons of storage capacity needed per gallon of average day demand. Table 16 WATER STORAGE NEEDS, 1995-2015 Storage Requirements -ryy7 zuuu £uU u Operational (mg) 4.30 5.50 6.40 8.90 Fire Flow (mg) 3.00 3.50 4.00 5.00 Emergency (mg) 24.90 27.30 32.10 44.50 Total System (mg) 32.20 36.30 42.50 58.40 Average Day Water Demand (m d) 12.44 13.67 16.07 22.23 Gallons of Storage per Gallon of Avg. Day Demand 2.59 2.66 2.64 2.63 Source: McGoodwin. Williams and Yates, Inc., Fayetteville Water Master Planning Study. October 1996. FayettevilleVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 13 Applying the ratio of storage capacity to demand to current conditions indicates that the existing capacity deficiency is on the order of 7 million gallons, as shown in Table 17. Table 17 Source: 2001 average day demand from Table 12; storage capacity per mgd of demand is average from Table 16; current capacity from Table 15. The cost of new storage capacity varies significantly depending on whether the tanks are elevated or ground storage. Of the improvements called for in the water master plan, the bulk of the new capacity should be in ground storage. The average cost of new storage capacity is about $0.44 per gallon, as shown in Table 18. Table 18 PLANNED WATER STORAGE COSTS, 1995-2015 Planned Storage Improvements Capacity (m) Cost Cost/Gallon Hwy 45E Elevated Storage Tank 2.0 $2,800,000 $1.400 Mt. Sequoyah Elevated Storage Tank 2.0 $2,800,000 $1.400 Primary Pressure Plane Ground Storage (1-5 yrs) 6.0 $1,900,000 $0.317 Primary Pressure Plane Ground Storage (5-10 yrs) 12.0 $3,800,000 $0.317 Primary Pressure Plane Ground Storage (10-15 rs) 12.0 $3,800,000 $0.317 Total 34.0 $15,100,000 $0.444 Source: McGoodwin, Williams and Yates, Inc.. Fayetteville Water Master Planning Study, October 1996 Based on the average cost per gallon to expand storage capacity derived from the water master plan, the storage cost per single-family equivalent is shown in Table 19. Table 19 WATER STORAGE COST PER SERVICE UNIT Average Storage Cost per Gallon $0.444 Gallons of Storage e Gallon of Average Day Demand Cost per Gallon of Average Day Demand $1.17 Avg Day Demand perSFE d 267 Storage Cost per Single -Family Equivalent SFE $312 Source: Storage cost per mg from Table 18; ratio of storage to average day demand from Table 16; average day demand per SFE from Table 11, FayettevilleVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 14 A portion of the cost of planned improvements, however, is attributable to existing customers due to the existing storage capacity deficiency. The cost to remedy this deficiency is about $3.1 million, as shown below. Dividing this cost by the number of existing service units represents the cost of remedying the deficiency per existing customer, which will be paid by new customers as well. Table 20 WATER STORAGE DEFICIENCY COST PER SERVICE UNIT Existing Storage Capacity Deficiency (gallons) 7,005,000 Average Storage Cost per Gallon $0.444 Storage Deficiency Cost $3,110,220 Estimated 2001 SFEs 49,963 Storage Deficiency Cost per SFE $62 Source: Capacity deficiency from Table 17; cost per gallon from Table 18; 2001 SFEs from Table 12. To avoid double -charging new customers by charging them the full cost of the storage capacity they will require, while also charging them, through their rate payments, to remedy existing capacity deficiencies, the deficiency cost per service unit calculated above is deducted from the cost of new growth -related storage capacity to determine the net cost per service unit, as shown in Table 21. Table 21 TER STORAGE NET COST PER SERVICE UNIT Storage Cost per Single -Family Equivalent (SFE) $312 Source: Cost per SFE from Table 19; deficiency cost per SFE from Table 20. Transmission Lines The costs per service unit for the other components of the water system have been calculated by determining an average cost per unit of capacity. This approach is not feasible for water transmission and distribution lines, since we do not have detailed demand and capacity data for all existing lines. There are two reasonable methodologies for determining line costs: the improvements -driven approach and the buy -in approach. The improvements -driven approach divides the cost of planned improvements by projected growth in service units over the planning period. The concept here is that while the planned improvements may create some excess capacity beyond what is needed by projected growth, it is likely that the existing system also has some excess capacity that will be used by new customers, and that over the long term these tend to balance out. FayettevilleVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 15 The City's 1996 water master plan identifies the major water transmission lines, ranging in size from 12 to 24 inches in diameter, that will be needed to accommodate projected growth in the planning area over the 20 -year planning horizon covered by the master plan (1995 to 2015). These line improvements are summarized in Table 22 and illustrated in Figure 3. The costs shown in Table 22 represent the portion of the cost typically paid by the City. When a line needs to be extended to piovide service to a new development, developers pay the cost of the line needed to serve the subdivision, which in most cases is an eight -inch line (six-inch water lines are acceptable under some situations). If the line needs to be oversized to serve other developments, the City pays for the cost of the oversizing. In a few cases, the City has required a developer to front the entire cost of a water line, and used a pro rata agreement to recoup some of line cost from subsequent developers benefitting from the line, which is then remitted to the original developer. Consequently, the line costs shown are the total costs, less the cost of installing the same length of eight -inch line. FeyetteV III OVMPACT FEE STUDY, PART ON£: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 16 Table 22 PLANNED WATER LINE IMPROVEMENTS, 1995-2015 Line Description Size (in.) Linear Feet Cost/Foot Cost Mall Weston Joyce, S on Gregg to Sycamore 18 20,000 $54 $1,080,000 Phillip East on 6th to Lewis 18 1,500 $54 $81,000 Appleby & Gregg W to Old Wire Rd 12 12,000 $14 $168,000 Millsap Son College to Rolling Hills 12 5,000 $14 $70,000 DeaneSon on Sang to Lawson 12 1,000 $14 $14,000 6th and Ellis S to Cato Springs and Vale 12 8,000 $14 $112,000 Oakland Zion Won Hwy 45 to Crossover 12 6,000 $14 $84,000 Crossover W to Prop Hwy 45E Pump Station 24 10,000 $66 $660,000 Prop Hwy 45E Pump Station to Prop Hwy 45E Tank 18 15,000 $54 $810,000 Rebecca Son Washington to Spring 12 3,000 $14 $42,000 Fiesta Square S to Township 12 4,000 $14 $56,000 Gregg Eon Township to College 12 3,000 $14 $42,000 Township S on Green Acres to Sycamore 12 4,000 $14 $56,000 Joyce Son Old Missouri to Rolling Hills 12 6,000 $14 $84,000 Garland Eon Maple to Whitham 12 2,000 $14 $28,000 Bypass W along Hwy 16 18 14,000 $54 $756,000 Bypass W along Hwy 62 24 15,000 $66 $990,000 Zion Son Old Missouri to Joyce 12 3,500 $14 $49,000 Old Wire Son Crossover to 15th St 24 32,000 $66 $2,112,000 Old Wire Eon Township to Crossover 12 5,000 $14 $70,000 Mt. Sequoyah Tank to Hyland Park 16 16,000 $27 $432,000 Rodgers Pump Station to Mt Sequoyah Tank 12 2,400 $14 $33,600 Bypass W along Salem Rd 18 22,000 $54 $1,188,000 Kessler Tanks to Greenland 18 27,000 $54 $1,458,000 15th St W to Bypass 12 4,000 $14 $56,000 Crossover E to Goshen IN Loop) 18 20,000 $54 $1,080,000 Wyman Son Harvey Owl to Elkins 12 15,000 $14 $210,000 Crossover E to White River System (S Loop) 18 20,000 $54 $1,080,000 Farminaton N to Wheeler 18 26,000 $54 $1,404,000 Source: McGoodwin, Williams and Yates, Inc.. Fayetteville Water Master Planning Study, October 1996. Tables 10.1 and 10.2 (excludes line required to connect to White River Rural Water System);. FayettevilleVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 17 Figure 3 PLANNED WATER IMPROVEMENTS lal'. YeH"4 Dividing the line improvement cost over the 20 -year planning horizon from the water master plan by the growth in service units implicit in the plan's projections of water demand results in the water line cost per single-family equivalent, shown in Table 23. This amount is warranted if the improvement -driven approach is used to calculate water line costs. Table 23 %AIATCR I iAIC rnQT PCR SERVICE I WIT IMPRnVFMFNT APPRAACH Planned Line Improvements, 1995-2015 . $14,305,600 New Sinle-Famil E uivalents SFEs 1995.2015 36667 Water Line Cost per SFE $390 Source: Planned line improvement costs from Table 22; new SFEs from Table 13. FayettevilleVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 18 0 The alternative to the improvements -driven approach for calculating line costs is the buy -in approach. In this approach, the total replacement value of the City share of costs for existing lines is calculated and divided by existing service units. The concept here is that the existing ratio of line costs to customers is a reasonable guide to future costs to accommodate new customers. In other words, the system of transmission and distribution lines will need to be expanded proportionately to accommodate future growth. At current replacement costs, the City share of existing line costs is about $8.5 million. Dividing this by current single-family equivalents yields a line cost of $170 per SFE, using the buy -in approach. This is less than one-half of the cost per service unit derived using the improvements -driven approach, and is the method recommended in this study. Besides being more conservative, it has the advantage that it is not tied to a specific list of improvements. Table 24 WATER LINE COST PER SERVICE UNIT, BUY -IN APPROACH Size Length City Cost Replacement fiches) (Feet) per Foot City Cost 10 16,421 $7 $115,000 12 152,698 $14 $2,138,000 14 9,451 $20 $189,000 16 11,722 $26 $305,000 18 5,280 $53 $280,000 20 11,722 $60 $703,000 24 62,568 $66 $4,129,000 Total City Replacement Cost $8,509,000 Estimated 2001 SFEs 49,963 Line Cost Der SFE $170 Source: Water line lengths by size from City of Fayetteville, October 8, 2001 memorandum; costs per foot excluding cost for an 8' line from Table 23 or interpolated; 2001 SFEs from Table 12. Revenue Credits New water customers connecting to Fayetteville's water system will pay an impact fee to cover the cost of providing the capacity needed to serve them. They will also pay through their rate payments to retire the outstanding debt from past improvements. In some cases, a credit against the impact fees for debt retirement may be warranted. Finally, new development pays sales tax on construction materials, a portion of which is earmarked for capital improvements and spent on water system improvements, and a credit should be provided for this contribution. When a credit should be given for debt service payments can be illuminated with an example. Imagine that impact fees are being imposed just prior to the issuance of bonds to pay for a treatment plant expansion to serve growth. The impact fees could be used to repay all of the debt, in which case new customers would not be paying any of the debt service through their FayettevilleVMPACT FEE STUDY, PART ONE: WA TER AND WASTEWA TER October 22, 2001 DRAFT, Page 19 rates, and are obviously not deserving of a credit. To the extent that the impact fees are not sufficient to retire the debt, because, for example, they are insufficient to cover the interest, here again no credit is due, since the impact fees were not designed to pay for the interest. Similarly, if the impact fees are used to pay for other growth -related costs and cannot also cover the debt service on the treatment plant expansion, some of new customers rate payments are being used to retire the debt, but again this only points to the fact that the impact fees were not high enough to cover the full costs of growth. When credit is due is when new customers are helping to retire debt for capacity that is being used by existing customers. Most of the water utility's outstanding debt was incurred to pay for the parallel transmission lines and associated facilities used to convey water from the Beaver Water District. The capacity of these lines has been determined to be 46 mgd. Current maximum day demand from existing customers can be estimated to be about 27 mgd. However, existing customers have already retired about 18% of the debt, and that percentage of the lines' capacity is about 8 mgd. Of the remaining unpaid -for capacity in the lines, existing development is using about one-half (see Table 25). This percentage of the debt should not be paid for by new customers. Table 25 ELIGIBLE SHARE OF WATER SYSTEM DEBT Transmission Line Capacity (mgd) 46.00 Capacity Not Paid For (mgd) 37.81 Current Maximum Day Water Demand, 2001 (mgd) 26.68 Used Capacity Not Paid For (mgd) 18.49 Source: Transmission line capacity from McGoodwin. Williams and Yates, Inc., Fayetteville Water Master Planning Study, October 1996; percent of original debt outstanding from City of Fayetteville, Annual Budget and Work Program, 2001, December 2000; current maximum day demand is two times average day demand from Table 12; used capacity paid for is difference between total capacity and capacity not paid for. Applying the percentage calculated above to the outstanding debt yields the portion of the debt that is attributable to capacity already consumed by existing customers. All customers, existing and new, will retire this portion of the debt. Dividing the eligible debt portion by the number of current single-family equivalent customers results in the debt credit per service unit, as summarized in Table 26. FayettevilleVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 20 Table 26 WATER DEBT CREDIT PER SERVICE UNIT Outstanding Water System Debt $10,462,200 Portion of Debt Eligible for Credit 48.9% Eligible Outstanding Water System Debt $5,116,016 Water Single -Family Equivalents (SFEs), 2001 49,963 Water Debt Credit oer SFE _ _ $102 Source: Outstanding debt from City of Fayetteville, Annual Budget and Work Program, 2001. December 2000; 2001 SFEs from Table 12. In addition to paying off outstanding debt for facilities used by existing customers, new customers will pay sales tax on construction materials that will be used to fund some water capital improvements. They will also pay sales tax on taxable purchases in Fayetteville, a portion of which will be used to pay for capital improvements to the water system. In the City's current Capital Improvements Program, almost one -quarter of planned water improvements are to be funded from sales tax revenues. Since six percent of sales tax revenue comes from the sale of construction materials, the water impact fee should be reduced by about one and one-half percent to account for new customers' contribution through sales tax paid on construction materials. In addition, new water customers, along with existing development, will be paying sales tax on other purchases over the next 25 years, a time period often used as the useful life of capital improvements. The portion of this future stream of tax payments that would be used for water system improvements has an equivalent present value of $178 per service unit, as shown in Table 27. Table 27 WATER SALES TAX CREDIT Sales Tax Funding for Planned Water Projects, 2000- 2004 $3,205,500 Total Water Projects, 2000-2004 CIP $13,043,000 Percent of Water/Sewer Improvements Funded by Sales Tax 24.6% Percent of Sales Tax from Construction Materials 6.0% Percent Credit for Construction Sales Tax 1.5% Sales Tax Funding, Excluding Construction Tax, 2000-2004 $3,157,418 Annual Non -Construction Sales Tax Funding $631,484 Water Single -Family Equivalents (SFEs), 2001 49,963 Annual Non -Construction Sales Tax Funding per SFE $12.64 Net Present Value Factor (25 Years at 5% Discount Rate) 14.09 Non -Construction Sales Tax Credit per SFE $178 Source: Total water/sewer project costs and sales tax funding for water sewer projects form City of Fayetteville, Five Year Capital Improvements Program, 2000- 2004; percent of sales tax from construction materials for 1996-2000 from City Budget Office, October 8, 2001 memorandum; 2001 water SFEs from Table 12. FayetteViIIeVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 21 Maximum Impact Fees The net cost per service unit is the capital cost to serve new customers, less any credits to account for existing capacity deficiencies orLother revenues that will be generated by new development to pay for facilities benefitting existing customers. A credit was provided in the calculation of the cost of water storage facilities to account for existing capacity deficiencies in that component of the water system. Adding the costs per service unit of transmission lines, storage tanks and major distribution lines results in the total cost per service unit. Deducting the credit for debt payments attributable to facilities serving existing development and sales tax that will be generated by new development and used for water system capital improvements results in the net cost per service unit. This represents the maximum impact fee that can be charged to new customers of Fayetteville's water system. Table 28 WATER NET COST PER SERVICE UNIT Water Supply Cost per SFE $182 Net Storage Cost per SFE (After Deficiency Credit) $250 Line Cost per SFE (Buy -In Approach) $170 Total Cost per SFE $602 Debt Credit per SFE $102 Construction Sales Tax Credit per SFE (1.5%) $9 Non -Construction Sales Tax Credit per SFE $178 Net os er SFE Source: Water supply cost from Table 14; storage cost from Table 21; distribution line cost from Table 24; debt credit from Table 26; construction sales tax credit is total cost times percent credit from Table 27; non - construction sales tax credit from Table 27. As described earlier, a water service unit represents the water demand of a typical single-family connection, which is a 5/8" x 3/4" meter. The number of service units associated with larger meters are based on the relative hydraulic capacity of the meter compared to the smallest meter size. The meter capacity ratios are based on safe maximum continuous duty flow standards promulgated by the American Water Works Association. These ratios, which represent the number of service units, or SFEs, associated with a meter of a given size, are shown in Table 29. FayettevilloVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 22 Table 29 WATER MAXIMUM FEE SCHEDULE Meter Net Net Meter Capacity SFEs/ Cost/ Cost/ Size ( pm) Meter SFE Meter 5/8"x3/4 10 1.0 $313 $313 1" 25 2.5 $313 $783 1-1/2" 50 5.0 $313 $1,565 2" 80 8.0 $313 $2,504 3" 160 16.0 $313 $5,008 4" 250 25.0 $313 $7,825 6" 500 50.0 $313 $15,650 8" 800 80.0 $313 $25,040 10" 1,150 115.0 $313 $35,995 Source: Meter capacities are maximum safe continuous duty flows in gallons per minute from the American Water Works Association; net cost per SFE from Table 28. The annual revenue that could be generated if the water impact fees are adopted at the maximum amount is estimated to be about $300,000, as shown in Table 30. Table 30 POTENTIAL ANNUAL WATER IMPACT FEE REVENUES Net Cost per Single -Family Equivalent. $313 Average Annual New Single -Family Units in Fayetteville, 1996-2000 324 Potential Annual Revenue from Fayetteville's Single -Family Growth $100,000 Source: Net cost per SFE from Table 28; average new single-family units from Table 6; Fayetteville single-family customersshare of total water usage from Fayetteville Water and Sewer Department, "Consumption of Water Customers (Usage in 100 Gallons)." July 2000 through June 2001. Fayettev111eVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 23 WASTEWATER The City does not currently charge new wastewater customers an impact fee to help defray the off -site capital costs to the utility system associated with a new customer (the City does have a connection fee to cover costs associated with connecting to the system). Such a one-time, up- front fee, called by many names including capital recovery fee and system development charge, is one of the most common forms of development impact fees. While cities lack explicit statutory authority to impose water or wastewater impact fees in Arkansas, these fees have a long history and have been litigated in Arkansas. Consequently, there appears to be adequate legal authority for the City to impose wastewater impact fees. Service Area The City's wastewater treatment plant processes wastewater for the cities of Fayetteville, Elkins, Farmington, Greenland and parts of Johnson. The City also maintains the sewer collection systems for the cities of Farmington and Greenland, although the cities own the pipes. Over 90 percent of the City's wastewater customers, however, are located within the city limits, as shown in Table 31. Table 31 CURRENT WASTEWATER CUSTOMERS June 2001 age (100 gal) Percent 2,552,797 95% (wholesale) 15,591 1% ipton 84,961 3% 22,656 1% Total 2,683,518 100% Source: Fayetteville Water and Sewer Department, "Consumption of Sewer Customers, June 2001." As with the water system, it is recommended that the City's entire wastewater service area should be treated as a single impact fee service area. The arguments in favor of a single service area, laid out in detail in the water section, can be summarized as follows: (1) many siting and design decisions are discretionary rather than locational; (2) systems are often designed with redundant facilities for system reliability; (3) some facilities have no geographic -specific service area; and (4) revenue bonds are backed by system -wide revenues. The decision to implement a wastewater system improvement project with a split watershed concept, discussed in detail below, is an excellent illustration of the first point cited above. The City could expand the existing treatment plant and continue to use lift stations to transport sewage from the Illinois River basin, but instead has decided to construct a second plant on the west side of town. While this decision will result in two largely separate wastewater collection and treatment systems, the new plant to the FayetteV IIIeVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 24 west will create capacity for additional growth in the east by diverting flows from the existing plant. In these ways, it can be seen that the wastewater utility operates as a complete, integrated system. Therefore, a new customer who receives service from this system may reasonably be considered to be receiving sufficient benefit from the payment of an impact fee, thus meeting the benefit nexus of the rational nexus test. Wastewater Demand Two of the most significant measures of wastewater demand are average daily flow and average daily flow during the peak month (usually calculated as a 30 -day moving average). Peak daily and hourly flows are also important for some components of the collection system. The 1997 Fayetteville Wastewater Facility Plan conducted an analysis of historic water usage from 1992 through 1995. From this analysis, the plan determined that peak month flows would be estimated based on a factor of 1.56 times average daily flows. Current annual average flow to the plant is estimated to be 11.8 mgd.' Future flow projections for the year 2020 were prepared based on projected population growth in the service area and other factors. The projections of average daily flows for 2020 were based on a number of factors. Residential flows from Fayetteville were projected based on 1995-2020 population growth projections from the Northwest Arkansas Regional Planning Commission and a residential generation rate of 68 gallons per capita per day (gpcd). Flows from outlying areas were estimated based on projected population growth and historic flows. Most of the existing industrial flows are generated by the four largest industries —Pinnacle Foods, Tyson Foods, Mexican Original and Hiland Dairy (1.5 of 2.2 mgd). An additional two mgd was added to current industrial usage to allow for anticipated industrial growth. Future dry weather infiltration was projected using the existing ratio of 30 gpcd. The components of projected average daily wastewater flows are summarized in Table 32. Table 32 WASTEWATER AVERAGE DAILY FLOW, 2020 City Population 85,090 Residential Flow per Capita (gpd) 68 City Residential Flow (mgd) 5.8 City Commercial Flow (mgd) 2.2 City Industrial Flow (mgd) 4.2 Elkins/Farmington/Greenland (mgd) 0.7 Dry Weather Infiltration (mgd) 2.6 Subtotal, Dry Weather Flow (mgd) 15.5 Wet Weather Inflow (mqd) 6.0 Total Average Daily Flow (mgd 21.5 Source: CH2M-Hill, Fayetteville Wastewater Facility Plan, February 1997. 4City of Fayetteville, Wastewater System ImprovementProject, Overview of Project FacilityP/an and Environmental Information Document, RLFProjectNo. 05 -CS -050760-03, September 20, 2001. FayettevilleVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 25 0 Service Unit To calculate wastewater impact fees, the wastewater demand associated with different types of customers must be expressed in a common unit of measurement, called a "service unit." As with the water impact fee, the service unit for the wastewater impact fee is the "Single -Family Equivalent" customer, or SFE. An SFE is a common denominator that converts all classes of customers into a common unit of expression. As with the water impact fee, the wastewater impact fee will be based on the size of the water meter (or on an individual analysis of wastewater demand if no water meter is used). A wastewater SFE is the wastewater demand associated with the smallest water meter used in the system (5/8" by 3/4"), which is the meter typically used by a single-family residence. In order to calculate the cost of various types of wastewater facilities to serve a service unit, it is necessary to determine the average amount of wastewater generated by a typical single-family unit. Dividing the average daily flows generated by single-family customers in Fayetteville during the most recent 12 -month period (July 2000 through June 2001) by the estimated number of single-family dwelling units in Fayetteville in 2001 yields a reasonably good estimate of average daily wastewater demand per single-family equivalent service unit. Multiplying that by the 1.56 ratio of peak month to average daily demand provides the peak month demand per service unit. These calculations are summarized in Table 33. Table 33 WASTEWATER DEMAND PER SERVICE UNIT Daily Flows from Single -Family Customers, 2001 (gpd) 3,335,717 Estimated Single -Family Units in Daily Flow per Single -Family Equivalent (gpd) 257 Source: City of Fayetteville. "Consumption of Sewer Customers," residential (single-family) users in Fayetteville, July 2000 through June 2001; 2001 single-family units in Fayetteville from Table7; peak month factor from CH2M-Hill,Fayetteville Waste waterFaci/ity P/an, February 1997. The total number of existing service units served by the City's wastewater system can be estimated from current daily flow. Dividing that by the average daily flow per single-family equivalent yields the number of existing service units. Table 34 rER SERVICE UNITS Average Daily Wastewater Flow (mgd) 11.80 Average Daily Flow per SFE (gpd) 257 Sinale-Familv Eauivalents 45,914 Source: Average daily flow City of Fayetteville, Wastewater System Improvement Project Overview of Project Facility Plan and Environmental Information Document RLF Project No. 05 -CS -050760-03, September 20. 2001; average daily flow per SFE from Table 33. FayettevillOVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 26 0 • Treatment Plant The current Paul Noland Wastewater Treatment Plant was built in 1988, with a biological treatment capacity of 12.6 mgd. The City's Wastewater Facility Plan, originally completed in 1997 and updated this year, evaluated the alternatives of expanding the existing treatment plant versus building a second plant in the Illinois River basin. About half of the city is in the Illinois River basin, and currently wastewater from that basin is transferred by lift stations and force mains to the White River basin, where the Noland treatment plant is located. Locating a second treatment plant in the Illinois River basin would eliminate the need for several costly, high maintenance lift stations and allow most of the collection system to convert to gravity mains. While expanding the existing plant would be more cost-effective in terms of treatment costs, the second plant alternative would have offsetting savings in terms of lower collection system costs. In the recommended two -plant option, construction of the new treatment plant would establish a clear distinction Between the flows from the two watersheds. Nine lift stations would be abandoned. The new plant will add 10 mgd to the City's current treatment capacity, which will provide about the amount of new capacity required by the year 2020. The new treatment plant and its outfall line are currently estimated to cost $42.5 million. Dividing the capital cost by the new average day capacity yields the cost per gallon per day. Finally, dividing that by the average daily flow per service unit results in the treatment plant cost per single-family equivalent (see Table 35). Figure 4 WATERSHEDS AND DIRECTIONS OF FLOWS i6 I TI I r+w�w-" • .. C ® ,I +.• ��•��•IS. ry .; MobntlWWP �tTl� IliruriY fli•., eRi�l • 10 .' / rM►� wwro wpm„ �.• �. 6 71 S. Fayetteville\/MPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 27 r Table 35 WASTEWATER TREATMENT COST PER SERVICE UNIT New Treatment Plant and Outfall Line $42,500,000 Cost per Gallon per Day $4.25 Source: Treatment plant cost and new capacity from CH2M-Hill. Fayetteville Wastewater Facility Plan, February 1997 and 2001 update; flow per SFE from Table 33. Collection System Fayetteville's existing wastewater collection system consists of more than 400 miles of gravity sewers, 25 lift stations and 40 miles of force mains. The Wastewater Collection System Master Plan, which was prepared by RJN Group in April 1997, identifies new sewer lines and lift stations needed to serve the City's wastewater customers at the ultimate build -out of the City -defined service area. However, for the purposes of the wastewater facility plan, RJN Group provided additional analysis to define the year 2020 collection system improvement needs. The year 2020 improvements were further refined to reflect converting the Fayetteville system to a two - treatment plant configuration. The reanalysis performed by RJN Group for the Wastewater Facility Plan reduced the total collection system cost from $77.9 million for the ultimate build -out of the service area to $39.2 million for 2020 conditions. However, some of the improvements to existing gravity mains are needed to address existing deficiencies in line capacity to reduce the incidence of sewer overflows. The City's current policies on line extensions and developer cost participation can be briefly described as follows. When a line needs to be extended to provide service to a new development, developers pay only the cost of the line needed to serve the subdivision, which in most cases is an eight -inch line. If the line needs to be oversized to serve other developments, the City pays for the cost of the oversizing. In a few cases, the City has required subdivisions in an area to pay at the time of final plat to upgrade an overloaded lift station or to build parallel force main. If the projects are not built, the City will refund the money. For example, the City collected $200 per lot from new subdivisions platted within one-half mile on either side of the Salem Road line to pay for the eight -inch parallel force main. If the City adopts wastewater impact fees that include the collection system costs, developers who participate in the cost of improvements identified in the City's collection system master plan should receive credit for such contributions against their impact fees. Given the rather extensive deficiencies in the existing collection system that will be remedied by the planned improvements, it is recommended that the wastewater impact fees be limited to treatment plant costs. No credits would be due against this fee for developer improvements to the collection system. Feyettevf lleVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 28 0 Revenue Credits There is very little outstanding revenue bond debt on past wastewater system improvements, and none of this is related to the existing wastewater treatment plant. Consequently, no revenue credits are due to account for retiring debt on the existing plant. The City is exploring options for financing the new treatment plant and needed collection system improvements. The planned improvements totals $120 million. Current funding options being explored include a 3/4 cent sales tax and an increase in wastewater rates. The 3/4 cent sales tax would be used to repay a state revolving loan fund over a ten-year period. A referendum on the sales tax will be held on November 6, 2001, and would not go into effect until after the one -cent sales tax for the library ends in April 2002. Assuming that the November referendum is approved, the sales tax supported state revolving loan would be enough to finance the City's entire $120 million capital program. The wastewater impact fees would be earmarked exclusively to be used to help defray growth -related improvements to expand the City's wastewater treatment capacity. One alternative would be to use the impact fee revenues to retire the state revolving loan, which would allow the sales tax to expire earlier than would be the case without the impact fee. As noted earlier in the water section, approximately six percent of all sales tax receipts are derived from the sale of construction materials, much of it for new construction. Consequently, the cost will be reduced by that percentage to account for the fact that new development will be paying a portion of the cost of expanded treatment capacity through payment of sales tax on construction materials. In addition to paying sales tax on construction materials, new development will also generate a portion of the non -construction sales tax. During the 1990s, Fayetteville's population grew at an average rate of 3.23 percent annually. Assuming that development continues at this pace over the next 14 years that the sales tax to fund the wastewater improvements is in place, new development would generate approximately 19 percent of the non -construction sales tax revenue, as shown in Table 36. FayetteviiieVMPACT FEESTvDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 29 I Table 36 WASTEWATER SALES TAX CREDIT Growth 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Average Growth Share 3.13% 6.16% 9.10% 11.94% 14.70% 17.36% 19.95% 22.46% 24.88% 27.23% 29.51% 31.71% 33.85% 20.56% of Sales Tax 94.00% Source: Growth share of total development based on Fayetteville growth rate from Table 5. Reducing the treatment plant cost per service unit by 6 percent to account for the construction sales tax and by another 19 percent to account for non -construction sales tax revenues that will be generated by new development during the period when the 3/4 cent sales tax will be in effect yields the net cost per service unit, as shown in Table 37. Table 37 WASTEWATER NET COST PER SERVICE UNIT Treatment Plant Cost per SFE $1,092 Credit for Construction Materials Sales Tax (6%) $66 Credit for Non -Construction Sales Tax (19.33%) $211 Total Net Cost oer SFE $815 Source: Treatment plant cost from Table 35; credit based on percent of sales tax revenues received by Fayetteville from 1996-2000from building construction, City Budget Office, October 8, 2001 memorandum. FayettevilleVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 30 r Maximum Impact Fees The net cost per service unit is the capital cost to serve new customers, less any credits to account for existing capacity deficiencies or other revenues that will be generated by new development to pay for facilities benefitting existing customers. The analysis presented in this study excluded line costs and based the proposed fees solely on treatment plant costs. No significant capacity deficiencies or outstanding debt were identified for the existing treatment plant. As described earlier, a wastewater service unit represents the wastewater demand of a typical single-family connection, which is a 5/8" x 3/4" meter. The number of service units associated with larger meters are based on the relative hydraulic capacity of the meter compared to the smallest meter size. The number of SFEs per meter is multiplied by the net capital cost per SFE to determine the maximum impact fee per meter, are shown in Table 38. Table 38 WASTEWATER MAXIMUM FEE SCHEDULE Meter Net Net Meter Capacity SFEs/ Cost/ Cost/ Size (gpm) Meter SFE Meter 8",x.3/4" 10 1.0 $815 $815 1" 25 2.5 $815 $2,038 1-1/2" 50 5.0 $815 $4,075 2" 80 8.0 $815 $6,520 3" 160 16.0 $815 $13,040 4" 250 25.0 $815 $20,375 6" 500 50.0 $815 $40,750 8" 800 80.0 $815 $65,200 Source: Meter capacities are maximum safe continuous duty flows in gallons per minute from the American Water Works Association; net cost per SFE from Table 35. The annual revenue that could be generated if the wastewater impact fees are adopted at the maximum amount is estimated to be about $650,000, as shown in Table 39. Table 39 Net Cost per Single -Family Equivalent UES $815 I Potential Annual Revenue from Fayetteville's Single -Family Growth $260,000 Fayetteville Single -Family Customers as Share of Total System Usaae 39.8% Source: Net cost per SFE from Table 37; average new single-family units from Table 6; Fayetteville single-family customersshare of total wastewater usage from Fayetteville Water and Sewer Department. "Consumption of Sewer Customers (Usage in 100 Gallons)." July 2000 through June 2001. FayettevilleVMPACT FEE STUDY, PART ONE: WATER AND WASTEWATER October 22, 2001 DRAFT, Page 31 010 03 City of.. Fayetteville 8/26/2002 update cJex Maintenance • 10:22:01 Document Item Action Reference Date Ref. Taken Brief Description RES 8202002 129 FINAL DRAFTS/WASTEWATER IMPACT FEE Enter Keywords........: RES. 129-02 AMENDMENT #2 PROFESSIONAL SERVICE AGREEMENT DUNCAN & ASSOCIATES $8.100.00 FINAL DRAFTS WATER AND WASTEWATER IMPACT FEE ORDINANCES File Reference #......: Security Class........: Expiration Date.......: Date for Cont/Referred: Name Referred to......: MICROFILM Retention Type: _ **** Active **** Cmdl-Return Cmd8-Retention Cmd4-Delete Cmd3-End Press 'ENTER' to Continue Cmd5-Abstract Yes No (c) 1986-1992 Munimetrix Systems Corp.