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R-12-04-12-11C2 - 4/12/2012 RESOLUTION NO. R-12-04-12-11C2 WHEREAS, Sections 395.053 and 395.054, Texas Local Government Code, require a municipality modifying impact fees to adopt a resolution setting a public hearing date to consider updates to the land use assumptions and capital improvements plan and amendments to the impact fees for the designated service area, and WHEREAS, the City has determined the land use assumptions, capital improvements plan and/or the impact fees need to be updated, and WHEREAS, it is necessary for the City Council to set a date,time, and place for the holding of the public hearing in order to comply with said Texas Local Government Code requirements for same, Now Therefore BE IT RESOLVED BY THE COUNCIL OF THE CITY OF ROUND ROCK,TEXAS, That a public hearing to consider updates to the land use assumptions and capital improvements plan and amendments to the impact fees for the designated service area be held on the 24th day of the month of May, 2012, A--00 o'clock p.m. at 221 E. Main Street, Round Rock, Williamson County, Texas. The City Council hereby finds and declares that written notice of the date, hour, place and subject of the meeting at which this Resolution was adopted was posted and that such meeting was open to the public as required by law at all times during which this Resolution and the subject matter hereof were discussed, considered and formally acted upon, all as required by the Open Meetings Act, Chapter 551, Texas Government Code, as amended. RESOLVED this 12th day of April, 2012. ALAN MCGRAW, Mayor City of Round Rock, Texas ATTEST:SA" &0 SARA L. WHITE, City Clerk O:\wdox\SCClnts\0112\1204\MUNICIPAL\002473 58.DOC/rmc 1 ROUND ROCK, City Council Agenda Summary Sheet PURPOSE.PASSION,PROSPERITY. Agenda Item No. 11C2. Consider a resolution setting the date, time and place for a Public Hearing regarding proposed amendments to the land use assumptions, the capital improvements plan, and Agenda Caption: the water and wastewater impact fees. Meeting Date: April 12,2012 Department: Utilities and Environmental Services Staff Person making presentation: Michael Thane, P.E. Utilities Director Item Summary: The City last updated the water and wastewater impact fees in January 2009. At that time, the City made a commitment to review the existing impact fees that new customers are charged for tying into the water and wastewater systems every 3 years. As part of the process to update the impact fees,the City reviewed and updated the existing land use plan, annexation plan, and the water and wastewater system capital improvement/master plans. Since the latest plan updates, there are several projects that will have a direct influence on the new impact fees. These improvements have been included in our Updated Water and Wastewater System Master Plans and in the new impact fee calculation. The current impact fees that are charged to new customers connecting to the City's water and wastewater system are: water$4,446 and wastewater$2,383 per Living Unit Equivalent. A presentation of the draft report of the proposed impact fees was made to the City's Capital Improvement Advisory Committee (CIAC) on March 7, 2012 and the final report was presented to the CIAC on April 11, 2012. The committee's comments have been addressed in the final report. A public hearing for the proposed water and wastewater impact fees will be held on May 24, 2012 at 7 p.m. to consider the amendment of land use assumptions, a capital improvements plan, and imposition of updated impact fees for new or expanded services from the City of Round Rock water and/or wastewater utilities. Cost: N/A Source of Funds: N/A Date of Public Hearing(if required): N/A Recommended Action: Approval "NOTICE OF PUBLIC HEARING ON AMENDMENT OF WATER AND WASTEWATER IMPACT FEES" NOTICE IS HEREBY GIVEN that the City Council of the City of Round Rock, Texas will hold a public hearing at the Round Rock City Council Chambers, located at 221 E. Main St., Round Rock, Texas on May 24, 2012 at 7pm to consider the amendment of land use assumptions, a capital improvements plan, and imposition of updated impact fees for new or expanded services from the City of Round Rock water and/or wastewater utilities. The potential impact fee application area of the City of Round Rock,the shaded area shown in the map below, is where the fee may be levied in-full or in-part, depending on the service arrangement and in no way obligates the City to extend service beyond its incorporated area. The maximum amount of impact fee that can be charged per living units equivalent has been recently updated and calculated to be $3,932 for water service and $2,073 for wastewater service, which represents a decrease of$824 per LUE from the current fee levels. The City's Capital Improvements Advisory Committee has recommended to Council that the fees be set at the updated maximum calculated amount. The exact amount of the impact fees to be levied, at or below the updated maximums, will be determined by the Round Rock City Council subsequent to the Public Hearing. Any person has the right to appear at the hearing and present evidence for or against the proposed fee. Information on prospective growth, land uses, and capital improvements that were used to calculate the maximum fee amount is available from the Round Rock Utilities Administration Office, located at 212 Commerce Blvd., Round Rock, TX 78664 from 8 am to 5 pm weekdays. W n � M A rs. A YI i r � r a7v OF ROUND ROCK VMK and Waawi sW Impact Fee Appiita m Bandary 2012 Update of the Water and Wastewater Impact Fees of the City of Round Rock Prepared for. '"ROUND ROCK,TEXAS PURPOSE.PASSION.PROSPERITY Prepared by. HDR Engineering, Inc. 4401 West Gate Blvd., Suite 400 Austin, Texas 78745 Oxf COWAW Afany Wutionsw April 2012 2012 Update of the Water and Wastewater Impact Fees of the City of Round Rock Table of Contents Section Page 1.0 Introduction and Summary.............................................................................. 1 2.0 Utility Service and Fee Application Area....................................................... 2 3.0 Land Use Assumptions.................................................................................... 3 4.0 Current and Projected Utility Demand and Supply......................................... 4 5.0 Identified Major Capital Improvement Needs and Costs................................ 7 6.0 Consideration of Other Methods of Capital Payment..................................... 11 7.0 Alternative Maximum Impact Fee Calculations ............................................. 11 8.0 Advisory Committee Actions and Recommendations.................................... 14 City of Round Rockii � I ONE COMPANY Anril 2012 Many Solutions' 2012 Update of the Water and Wastewater Impact Fees for the City of Round Rock List of Figures Fi ure Page 1 Utility Service Area Map ................................................................................ 2 List of Tables Table Pane 1 Current and Projected Land Use ..................................................................... 3 2 Water and Wastewater Population.................................................................. 3 3 LUE Equivalent Conversion Factors............................................................... 4 4 Estimated Water Service Demands and Available Capacity........................... 5 5 Estimated Wastewater Service Demands and Available Capacity ................. 6 6a Water Capital Improvements Plan Inventory and Costing.............................. 8 6b Wastewater Capital Improvements Plan Inventory and Costing..................... 10 7 Existing or Anticipated Debt to be Paid through Utility Rates....................... 12 8 Derivation of Alternative Maximum Water and Wastewater Impact FeeAmounts.................................................................................................... 13 9 Area Impact Fee Comparison.......................................................................... 13 City of Round Rock ONE COMPANY April Im Many Solutions'" 2012 Update of the Water and Wastewater Impact Fees for the City of Round Rock 1.0 Introduction and Summary The City of Round Rock (City) is in the process of updating its water and wastewater impact fees to keep the fee current with its service area and updated CIP information. This report presents HDR Engineering, Inc.'s (HDR) maximum impact fee determination for consideration by the City's Capital Improvements Advisory Committee (CIRC) and the Round Rock City Council, as well as the CIAC's recommendations on effective fee levels.. The methodology to determine the maximum fee amount considers two options. Consistent with State law, each fee component is calculated with either: (1) consideration of a credit for other methods of payments for utility capital by a new customer, such as through utility rates or taxes, or alternatively, (2) a reduction of maximum fee amount equal to 50% of the unit capital cost of providing new service. By maximum amounts, this means that the determined fee amount was calculated as the highest that can be lawfully levied by the City, given the prospective land uses and capital improvements plan, the cost of existing and new utility capacity, and consideration of a credit to new customers for capital contributions made through rate payments. The City Council can decide to enact fees less than the maximum amounts shown in this report. As detailed later in this report, the maximum impact fees were developed in component pieces. For instance, the overall water fee is comprised of separate amounts for water supply, treatment, pumping, elevated storage, ground storage, and transmission. This will facilitate the consideration of offsets or credits from the applicable fee if a developer builds and dedicates eligible facilities to the City or the City provides wholesale service to a neighboring utility and wishes to charge only certain portions of the fee. The maximum fee amounts do not include capital costs for any donated facilities provided by developers at their own expense. Planning, service demand, and design factor assumptions used in the water and wastewater facility sizing and costing were developed by CDM and Atkins engineers, respectively. Data on existing utility assets, outstanding utility debt, and prospective cash versus debt financing were obtained from or coordinated with the City of Round Rock staff. HDR combined these elements into the maximum impact fee calculations presented in this report. City of Round Rock 1 ONE COMPANY April 2012 h Many Solutions" 2012 Update of the Water and Wastewater Impact Fees for the City of Round Rock 2.0 Utility Service and Fee Application Area The City's extra-territorial jurisdiction(ETJ)was used as the primary basis for the impact fee service area of the City shown in Figure 1. This fee application area boundary will comprise the area in which Round Rock may levy the impact fees, in-part or in-full, if City service is provided. This boundary does not, however, imply a legal obligation of the City of Round Rock to serve beyond its incorporated limits. If the City does not provide service, in full or in-part, then the impact fees would not apply. »t 30 Ht N7 p � III A60 W ` Ilt ut i Ilt R P3 H7 Mt Ip us 1T! u! Ht I 79 Qt 683 38 r 1620 us as 45 45 CITY OF ROUND ROCK 3n 10 Water and Wastewater 05 Impact Fee Application Boundary hm Figure 1. Water and Wastewater Impact Fees Application Area City of Round Rock 2 ONE COMPANY April 2012 Im Many Solutions"" 2012 Update of the Water and Wastewater Impact Fees for the City of Round Rock 3.0 Land Use Assumptions Table 1 provides an estimate of the current and anticipated future land uses of the water and wastewater service areas of the City of Round Rock. Currently, developed land uses comprise about 48 to 54 percent of the wastewater and water service areas, respectively. Residential land uses are the largest land use in each utility service area, encompassing from 26 to 31 percent of the total wastewater and water services areas,respectively. TABLE 1 CURRENT AND PROJECTED LAND USE CITY OF ROUND ROCK,TEXAS Agrici/hxaWndeveWed 14,534 9,682 13,504 2 364 867 Commercial 2,271 2,268 2,386 5,829 4,363 5,978 Educational FarAity 940 822 789 11060 864 864 Govemment/Institutional 977 766 911 848 790 790 Industrial 679 642 678 1,060 754 1,058 Wing 1,326 1,326 11906 1,385 1,328 1,391 Nixed-Use 15 15 15 1,437 1,437 1,437 Milli Family 607 519 542 928 465 862 Recreabonal/Parldand/Open Space 4,847 3,168 3,596 5,931 4,739 4,490 Residential 11,570 8,437 8,444 19,286 12,541 15,033 Total 37,766 27,645 32,770 37,766 27,645 34770 •Assumes unit service demand per acre of: gals/day/residential acre 2,183 710 1,900 608 gals/day/commindacre 3,457 1,124 3,008 962 gals/day/mixed use acre 2,608 848 2,269 726 gals/day/public acre 2,183 710 1,900 608 Over time as the City grows into its future ETJ and utility service area boundaries, developed land areas will both increase and become a higher percentage of overall land uses, anticipated to encompass 82 to 84 percent of the future utility service areas. Projected residential land uses are expected to increase to 45 to 46 percent of the wastewater and water service areas with other developed land uses also increasing by about the same amount. Due to the certificated services areas TABLE 2 CURRENT&PROJECTED POPULATION BY UTILITY SERVICE AREA (CCNs) of other existing water and wastewater CITY OF ROUND ROCK,TEXAS service providers, the City's certificated water water -120,688 173,979 44.2% and wastewater service areas do not overlap wastewater 108,868 166,461 52.9% completely. The City's certificated water service area is currently more developed than its wastewater service area, but ultimately is more growth constrained in area. Consequently, the water and wastewater service area populations are anticipated to grow at slightly different rates as shown in Table 2. City of Round Rock3 ONE COMPANY April 2012 h Many Solutiansw 2012 Update of the Water and Wastewater Impact Fees for the City of Round Rock 4.0 Current and Projected Utility Demand and Supply Table 3 relates the number of water and TABLE 3 wastewater utility connections by water meter LUE E O CONVERSION FACTORS � CITY TY OOF F ROUND ROCK,TEXAS size and what is termed a Living Unit EquivalentElm (or LUE) conversion factor for meters of varying WATER 5/8" 1.0 29,041 29,041 sizes. A typical single family residential house in 3/4" 1.5 165 276 1" 2.5 449 1,123 Round Rock uses a 5/8» 1.5" 5.0 319 1,595 water meter and is 2" 6.0 402 3.216 3" 16.0 119 1,904 considered to be one LUE. Based on American 4" 25.0 51 1,275 6" 50.0 13 650 Water Works Association standards, the 6" 60.0 20 1,600 10" 115.0 2 230 Total Water 30,601 40,911 equivalent number of 5/8" meters can be WASTEWATER(c) s/6" 1.0 29,029 29,029 determined for water meters of larger size. In this 3/4" 1.5 133 200 1" 2.5 297 743 manner,meters of larger size ize i.e., lar potential 5.0 216 1,060 g ( ger p otent2" 8.0 270 2,160 3" 16.0 76 1,216 service demands) can be couched in terms of the 4" 25.0 43 1,075 6" 50.0 12 600 equivalent demand of a number of typical single sr 115;0 7 561) Total Wastewater 30,083 �38, family homes. For this reason, the LUE concept (a) Derived from AW WA C700-C703 standards for continuous rated flow performance scaled to 5/8"meter. is a useful tool for being able to apply a base fee (b) Source:City of Round Rock meter count as of Sept.2011. (c) Wastewater scaling is based on water meter size. amount to service requests of varying meter sizes. Tables 4 and 5 summarize the City's current and projected water and wastewater service demands and existing supply (service) capabilities by facility. Current and future service demands are also compared with the existing service capacity of the utility systems. With the anticipated rapid growth of the City and surrounding area, potable water utility demand in certain service areas is expected to exceed the available capacity of raw and treated water supply, elevated storage, and transmission facilities during the planning period and new water capital projects are needed. Additional facilities need was also identified for wastewater treatment, pumping, and interceptors within the future 10-year period. In a growth environment, it is common for future deficiencies to be identified and planned for. The City's updates its water and wastewater master plans and associated impact fees every three years to keep current with changing conditions, plan for, and implement projects in a timely and cost-effective manner to meet these future needs. City of Round Rock 4 I ONE COMPANY April 2012 Many Solutions" 2012 Update of the Water and Wastewater Impact Fees for the City of Round Rock TABLE 4 EST.WATER SERVICE DEMAND&AVAILABLE CAPACITY CITY OF ROUND ROCK,TEXAS Supply Existing 2011 Capacity(mgd) 57.000 57.000 Est.Service Demand 44.655 59.153 14.498 Excess(Deficiency) 12.345 (2.153) Existing 2011 Capacity(LUEs) 61,622 61,622 Est.Service Demand 48,275 69,592 21,316 Excess(Deficiency) 13,346 (7,970) Treatment Existing 2011 Capacity(mgd) 57.000 57.000 Est.Service Demand 44.655 59.153 14.498 Excess(Deficiency) 12.345 (2.153) Existing 2011 Capacity(LUEs)* 61,622 61,622 Est.Service Demand 48,275 69,592 21,316 Excess(Deficiency) 13,346 (7,970) Pumping Existing 2011 Capacity(mgd) 119.232 119.232 Est.Service Demand 71.447 94.645 23.197 Excess(Deficiency) 47.785 24.587 Existing 2011 Capacity(LUEs)' 80,562 80,562 Est.Service Demand 48,275 69,592 21,316 Excess(Deficiency) 32,287 10,970 Ground Storage Existing 2011 Capacity(mg) 10.830 10.830 Est.Service Demand 3.621 5.219 1.599 Excess(Deficiency) 7.209 5.611 Existing 2011 Capacity(LUEs)* 144,400 144,400 Est.Service Demand` 48,275 69,592 21,316 Excess(Deficiency) 96,125 74,808 Elevated Storage Existing 2011 Capacity(mg) 9.950 9.950 Est.Service Demand 8.046 11.599 3.553 Excess(Deficiency) 1.904 (1.649) Existing 2011 Capacity(LUEs)* 59,700 59,700 Est.Service Demand 48,275 69,592 21,316 Excess(Deficiency) 11,425 (9,892) Transmission Existing 2011 Capacity(mgd) 75.000 75.000 Est.Service Demand 71.447 94.645 23.197 Excess(Deficiency) 3.553 (19.645) Existing 2011 Capacity(LUEs)' 50,676 50,676 Est.Service Demand 48,275 69,592 21,316 Excess(Deficiency) 2,400 (18,916) ' Assume LUE conversion factor of: 925 850 gpd/LUE for wtr supply facilities 925 850 gpd/LUE for treatment 1,480 1,360 gpd/LUE for pumping 75 75 gals/LUE for ground storage 167 167 gals/LUE for elevated storage 1,480 1,360 gpd/LUE for transmission City of Round Rock '"IR I ONE COMPANY April 2012 5 Many Solutions'' 2012 Update of the Water and Wastewater Impact Fees for the City of Round Rock TABLE 5 EST.WASTEWATER SERVICE DEMAND&AVAILABLE CAPACITY CITY OF ROUND ROCK,TEXAS I=101101111 ISM- atment xisting 2011 Capacity(mgd) 17.100 17.100 Est.Service Demand 15.791 22.173 6.382 Excess(Deficiency) 1.309 (5.073) Existing 2011 Capacity(LUEs)* 61,071 61,071 Est.Service Demand 56,395 79,190 22,794 Excess(Deficiency) 4,676 (18,118) Pumping Existing 2011 Capacity(mgd) 6.400 6.400 Est.Service Demand** 2.265 2.984 0.719 Excess(Deficiency) 4.135 3.416 Existing 2011 Capacity(LUEs)* 5,945 5,945 Est.Service Demand 2,104 2,772 668 Excess(Deficiency) 3,841 3,173 Interceptors Existing 2011 Capacity(mgd) 69.100 69.100 Est.Service Demand 60.715 85.256 24.540 Excess(Deficiency) 8.385 (16.156) Existing 2011 Capacity(LUEs)* 64,184 64,184 Est.Service Demand 56,395 79,190 22,794 Excess(Deficiency) 7,788 (15,006) 2011 2020 * Assume LUE conversion factor of: 280 280 gpd/LUE for ww treatment 1,077 1,077 gpd/LUE for ww pumping 1,077 1,077 gpd/LUE for interceptors **Assumes 3.73% 3.50% of ww demand pumped City of Round Rock 6 ONE COMPANY April 2012 hMany Solutions,* 2012 Update of the Water and Wastewater Impact Fees for the City of Round Rock 5.0 Identified Major Capital Improvement Needs and Costs Given the projected growth in water and wastewater demands, existing capacity, and the modeling of additional infrastructure needs, various additional facilities have been identified to help meet the needs for the next 10 years. In year 2012 dollars, the City's anticipated 10-year need for new utility capacity totals $154.5 million for water and $67.1 million for wastewater. In general, recent and anticipated construction costs are less than the cost estimates previously indicated in the previous 2008 update of the fees. At the time of the 2008 update, materials, commodity, and construction prices were high, due booming economic conditions regionally, nationally and internationally. Shortly thereafter, the financial and housing crisis and subsequent recession substantially reduced new construction and alleviated pressure on construction materials and labor prices. These more favorable prices are reflected in this 2012 update. The continued and projected rapid growth of the City has necessitated the need for major water supply and treatment projects. The previous increase in the City's Lake Stillhouse Hollow water supply capacity will be fully utilized within the 10-year planning period. A new water supply from Lake Travis is now underway to meet the additional water demands during the remainder of the 10-year planning period. The Cities of Round Rock, Cedar Park, and Leander have formed a Local Government Corporation called the Brushy Creek Regional Utility Authority (BCRUA) as part of a regional partnership to build water supply, treatment, and transmission facilities to serve those three entities from Lake Travis. The City of Round Rock has begun the first phases of its treated water delivery system in order to allow the Cities of Round Rock and Cedar Park to share existing supplies and postpone the completion of the first phase of the new supply and treatment facilities. The costs shown in Table 6a for the BCRUA's Lake Travis supply are only those costs and capacities attributable to the City of Round Rock. As indicated in Tables 5 and 6b, the City will exceed its existing share of the Brushy Creek Regional Wastewater Treatment Facility capacity by the end of the 10-year period. The projected need for additional capacity in the next 10 years will necessitate a major expansion of the plant. The significant growth in new areas of the City will require significant new phases of the City's interceptor system, including the large McNutt Basin sewer interceptor system. City of Round Rock7 ONE COMPANY April 2012 hMany Solutions" 2012 Update of the Water and Wastewater Impact Fees for the City of Round Rock TABLE 6a WATER CAPITAL IMPROVEMENTS PLAN INVENTORYAND COSTING CITY OF ROUND ROCK,TEXAS TER SUPPLY EXISTING FACILITIES mad Existing CRY FwAbes n.a. It 27,644,378 27,644,378 SubroW Existing Supply S 27,644,378 S 27,644,378 57.000 61,622 $ 449 48,275 12,012 1,335 61,622 FUTURE FACO-171ES(4) BCRUA Raw Water Line&Malas Berge,Contr.1 2007 $ 8,590,000 $ 8,590,000 BCRUA Raw Water Line&Matoe Barge,Carer.2 2007 $ 1,891,000 $ 1,691,000 SCRU4 Raw Water Lira&Make Barge,Cadr.3 2007 $ 1,134,000 $ 1,134,000 BCRLIA Deep Water Make 2016 $ 19,498,000 $ 23,821,000 SCRUA Raw Water Line-Ph.2A Sag.5 2016 13 805 000 161166 000 Srg)otal Future Facilities $ 44,718,000 E 52102 000 40.1100 44,108 S 1,181 - 9,305 34,803 44,108 TOTAL WATER SUPPLY $ 72,362,378 $ 79,748,376 97.800 75 21,316 36,138 105,730 CAPITAL COST PER NEW LUE- $ 786 $ an this update 2008 update WATER TREATMENT EXISTING FACILITIES mgd Embna WTP and Wag Chlminaftn n.a. 58,308,517 58 308 517 Subtotal E)d**V FwAdes $ 58,308,517 $ 58.308,517 57.000 61,622 $ 946 48,275 12,012 1,335 61,622 FUTURE FACILITIES(4) BCRLIA Water Treatment Plant-Ph.1A 2007 $ 19,047,565 $ 19,048,000 BCRUAPhase IA-Constr.Vat 6tnspeaSates. 2009 $ 1,507,000 $ 1,507,000 Grand Water Treat.na t Plant at Lake Creek 2012 $ 6,000,000 $ 8,707,000 SCRUAWater TreatnentPWt-Ph.1B 2013 $ 27,000 $ 31,000 BCRLY1 Water Treatment Plat-Ph.1 C 2016 $ 3,398,000 S 4,152,000 BCRLIA Water Treatment Plant-Ph.1 D 2018 819,584 S 1 047 000 Subtotal Future Faa7ties-Treatment Plant $ 30,799,149 $ 32,492,000 11.500 12,432 S 2,613 9,305 3,128 12,432 BCRUA Treated Water Lire-Ph.1,Sag.1 2007 $ 3,608,000 $ 3,608,000 BCRUA Treated Water Line-Ph.1,Seg.2A 2007 $ 364,000 $ 384,000 BCRUATreated We*Lire-Ph.1.Seg.2B 2007 $ 5,168,000 $ 5,168,000 BCRUA Treated Water tine-Ph.1,Sag.2C 2007 S 3,350,000 $ 3,350,000 BCRUA Treated Water Line-Ph.1 Sea.3 2011 It 8,749,000 8,749,000 SubtolatFuture FacrAss-Treated Water CarmWce $ 21,239,000 S 21,239,000 40.800 44,108 S 482 9,305 34,803 44,108 Subblal Future Facilities-Treatment&Treated Water Lines $ 52,038,149 $ 53,731,000 - $ 3,095 - 9,305 TOTAL WATER TREATMENT $ 110,346,668 $ 112,039,517 68.500 74,054 48,275 21,316 AVERAGE CAPITAL COST PER NEW LUE- $ 1,864 $ 2,135 this update 2008 update WATER PUMPING EXISTING FACILITIES mad Pump Stations n.a. 4,619,158 4,619,158 119.232 80,582 $ 57 48,275 21,316 10,970 80.562 SulAoW E)ds*V Fac ltiea $ 4,619,158 $ 4,619,158 119.232 80,562 $ 57 48,275 21,316 10,970 80,562 FUTURE FACILITIES n.a. n.a. n.a. SubtDW Future Facilities TOTAL WATER PUMPING S 4,619,158 S 4,619,158 119.232 80,562 48,275 21,316 10,970 80,562 AVERAGE CAPITAL COST PER NEW LUE- S 67 $ 43 this update 20M update GROUND STORAGE EXISTING FACILITIES m0 GS Tartu n.a. S 6198 076 6196 076 10.830 144,400 43 48,275 15,987 80.138 144.40D Subtotal EAsting FwXhn $ 6,198,076 $ 6,196,076 10.830 144,400 $ 43 48,275 15,987 80,138 144,400 FUTURE FACILITIES Cleawall at RR-WTP 2008 2,851,000 S 2,851,000 1.500 20,000 5,329 Subtotal Future Faeides 2.851.000 2 851 ODD 1.500 20.000 143 5.329 TOTAL GROUND STORAGE $ 9,047,076 S 9,047,076 12.330 164,400 48,275 21,318 80,138 149,729 AVERAGE CAPITAL COST PER NEW LUE- S 68 $ 27 this update 2008 update City of Round Rockh1R ONE COMPANY April 2012 8 Many Solutions- 2012 Update of the Water and Wastewater Impact Fees for the City of Round Rock TABLE Ba(cont) WATER CAPITAL IMPROVEMENTS PLAN INVENTORY AND COSTING CITY OF ROUND ROCK,TEXAS ELEVATED STORAGE EXISTING FACILITIES ma ES Tanks n.a. 16,428,936 16,428,938 9.950 69,700 275 48,275 11,426 59,700 SubbW Endsting Pacifies S 16,428,936 S 16,428,936 9.950 59,700 $ 275 48,275 11,425 59,700 FUTUREFACIUTIES 2.0 MOD Elevated Storage Tank P 89M 2017 $ 4,025,000 S 5,029,000 2.000 12,000 9,802 2,108 12,000 Suebtel FuAae FadilesS 4.025.000 5 029 000 2.000 12.000 419 9.8m 2.108 12.00D TOTAL ELEVATED STORAGE $ 20,453,936 $ 21,457,936 11.950 71,700 48,275 21,316 2,108 71,700 AVERAGE CAPITAL COST PER NEW LUE- $ 342 $ 126 this update 2008 update TRANSMISSION EXISTING FACILITES mad Ends Transmission n.s 41317 789 41,317,789 82.000 55,405 746 48,275 6,395 735 55,405 Subtotal Eads"Facila $ 41,317,789 $ 41,317,789 82.000 55,405 $ 746 48,275 6,395 735 55,405 FUTURE FACIL?IES 2009 Water Distr.System Model 2011 $ 200,000 $ 200,000 2010 Water Distr.System MwMr Plan&Impact Fee 2011 $ 12o,00D $ 132,000 Barton FM EST Parallel Water Line 2012 $ 1,586,000 $ 1,624,000 Arterial H 2013 $ 1,375,000 S 1,503,000 Water Dist.System Master Plan&Impact Fee 2014 $ 120,000 $ 141,000 East loop 1 2014 $ 6,330,000 S 6,619,000 Double Crook 2014 $ 1,760,000 $ 1,841,000 Avery Center East 2015 $ 2,550,000 $ 2,915,000 Parcel 185 2015 $ 764,000 $ 817,000 University Blvd WL Phase 1 2015 $ 1,717,000 $ 1,877,000 East Loop 1 2015 $ 6,737,000 $ 7,203,000 Parcel 150 2015 $ 2,876,000 $ 3,144,000 Brands Lane Lines 2015 $ 1,043,000 $ 1,141,000 Meadow Lake Lines 2015 $ 886,000 S 969,000 Water Distribution System Master Plan&Impact Fs( 2017 $ 120,000 $ 150,000 Arterial A 2018 $ 4,585,000 S 5,012,000 Water Dtetr.System Master Plan tL Inpact Fee 2018 $ 120,000 $ 154,000 Red Bud Ln WL 2018 $ 1,935,000 $ 2,312,000 Palm Valley WL 2019 $ 1,242.00D $ 1,484,000 Rand Rock Glen WLs 2019 $ 978,000 $ 1,169,000 South Creek WL 2020 $ 505,000 $ 617,000 RR1431 WL 2020 $ 1,495,000 $ 1,827,000 Southeast Red Bud Lane Water Linea 2020 $ 500,000 $ 559.000 Saddle Brock Water Lines 2020 $ 500,000 $ 598,000 CRI 12 Phase 2-ZC WL 090 PP 2020 695,000 888.000 Subtotal Fuchs Facitles 40,741.000 S ".M.000 40.000 27.027 1.081 14.921 12.106 27,027 TOTALTRANSMISSIgN $ 82.058,789 $ 86,213,789 122.000 82,432 48,275 21,316 12,841 82,432 AVERAGE CAPITAL COST PER NEW LUE- $ 1,387 $ 1,631 $ 2,031,000 thio update 2008 update Existing W Total S 154,514,854 Future W Total S 158,609,000 WATER TOTAL. $ 313,123,854 AVERAGE CAPITAL COST PER NEW LUE- $ 4,506 $ 4,799 this update 2008 update (1)Assumes avg.annual inflation rate of 2.25% (2)The sum of ebs*V customer WE demand and 10-yr growth LUE demand equals the total LUE demand shown in Table 3 for the year 2021. City of Round Rock 9 ONE COMPANY April 2012 Many Solutions°" 2012 Update of the Water and Wastewater Impact Fees for the City of Round Rock TABLE 6b WASTEWATER CIP INVENTORY AND COSTING CITY OF ROUND ROCK,TEXAS TREATMENT EXISTING FACILITIES mad Existing W WTPs n.a. 70,964,447 70,964,447 17.100 61,071 E 1,162 56,395 4,208 468 61,071 Subto d Existing FWAba* $ 70,984,447 $ 70,964,447 17.100 61,071 E 1,162 56,395 4,208 468 61,071 FUTURE FACILITIES W WTP Expansion 1 2015 24,581,250 39179 000 6.000 21,429 1,828 18,588 2,843 21.429 Subtotal Future Facilities 21581 50 39179 000 6.000 21.429 S 1 828 18586 2,843 21,429 TOTAL WASTEWATER TREATMENT $ 95,545,697 $ 110,143,447 23.100 82,500 56,395 22,794 3,310 82,500 AVERAGE CAPITAL COST PER NEW WE- $ 1,705 $ 1,843 this update 2008 update PUMPING EXISTING FACILITIES mad Existing LS n.a 1238 356 1,238,358 6. 5945 208 Sri E>aatirhp Facilities E 1,238,356 $ 1,238,356 8.400 5,945 E 208 2,104 401 3,440 5,945 FUTURE FACILITIES Forest Creek LS 2014 $ 169,498 $ 223,ODO 1.540 1,430 $ 118 Fitton Fleet LS 2014 $ 12,854 $ 17,000 0.760 706 $ 18 Oak Skit LS 2014 $ - $ 0.630 771 $ - Stone Oak LS 2014 $ - $ 0.030 28 $ - SE Annex LS 2017 416,207 616 000 0.280 260 1,600 Subtotal Future Facilities 598.559 S 856 000 2.200 2.043 419 267 1.776 2,043 TOTALPL1MP84G $ 1,836,914 $ 2,094,356 8.600 7,988 2,104 668 5,216 7,988 AVERAGE CAPITAL COST PER NEW LUE- $ 262 $ 84 this update 2008 update INTERCEPTORS EXISTING FACILITIES maid Existing n.a. 32,627,598 32,527,598 69.100 64,184 507 56,395 3,419 4,369 64.184 SLdADWExistirgFaciiies $ 32,527,598 E 32,527,598 89.100 $ 64,184 $ 507 56,395 3,419 4,369 64,184 FUTURE FACILITIES Brushy Creek 2(Brushy 1) 2012 $ 286,577 $ 349,000 Cherder Creek I(Lower) 2012 $ 348,866 $ 424,000 U*e Creek 2(Lake Creek 4c) 2012 E 1,574,921 $ 1,916,000 Lake Creek 3(Lake Creek 9) 2012 $ 462,916 $ 563,000 McNutt Creek C3(Mc"8) 2012 E 773,014 $ 940,000 Chander Creek 2(Chander 3) 2013 $ 337,927 E 428,000 McNutt Creek 10(McNutt 10) 2013 $ 740,327 $ 937,000 WNW CrekC9(McNutt 9a) 2013 $ 1,162,710 $ 1,471,000 Chander Creek I(Upper) 2014 $ 435,611 $ 573,000 Dry Creek 1 2014 $ 650,556 $ 856,000 McNutt Creek C4(McNutt 11) 2014 $ 116,707 $ 154,000 Charter Creek 3(Chander 2) 2015 $ 478,786 $ 655,000 Lake Creek 1(Lake Creek 4b) 2015 $ 940,741 $ 1,287,000 McNutt Creek D2(McNutt 1c) 2015 $ 2,439,722 $ 3,339,000 Mctuult Crock C13(McNutt 9b) 2015 $ 409,671 $ 561,000 McNutt Creek 15(McNutt 12) 2016 $ 342,912 $ 488,000 Lake Creek 4 D(Lake Creek 5) 2017 $ 1,156,596 $ 1,712,000 McNutt Creek D4(McNutt td) 2017 $ 748,396 $ 1,108,000 McNutt Creek C8b(McNutt 4-2) 2017 $ 438,391 $ 649,000 MAMCreek c2(McNutt 6a) 2017 E 1,190,577 $ 1,762,000 Orion Creek 2 2017 $ 67,031 E 99,000 Orion Creek 1(Orion 3) 2017 $ 90,510 $ 134,000 Spanish Oak 1 2018 $ 765,880 E 1,179,000 Mayfield Park 1 2018 E 201,904 E 311,000 Mayfield Park 2 2018 $ 1,006,446 $ 1,549,000 McNutt Creek D5(McNutt 1e) 2018 $ 485,902 E 748,000 McNutt Creek C6(McNutt 3a) 2018 $ 131,347 $ 202,ODO WNW Creek C12(McNutt 7) 2018 $ 463,621 $ 714,000 Forest Creek 2 2020 $ 1,169,751 $ 1,948,000 Subtotal Future Facilities 19A18.315 27.056.000 49.400 45,885 590 19.375 26.510 45,885 TOTAL INTERCEPTORS $ 51,945,913 $ 59.583,598 118.500 110,069 56,395 22,794 30,879 110,069 AVERAGE COST PER NEW LUE AVERAGE CAPITAL COST PER NEW LUE- $ 677 $ 1,127 this update 2008 update Existing WW Total $ 104,730,400 Future WINTotal $ 67,091,000 WASTEWATER TOTAL $ 171,821,400 AVERAGE CAPITAL COST PER NEW LUE- $ 2,546 1 3,054 this update 2008 update (1)Assumes avg.annual inflation rate of 4%,for all projects except W WTP,which is estimated at 6% (2)Included for unit coat calculation purposes only.Total inceptor capacity of 118.5 mgd is total build out capacity. (3)Wastewater pumping is calculated as unit cost,than spread across She whole system to must for 3%of current WE's requiring pumping. City of Round Rock �T ONE COMPANY April 2012 10 1 1 Many Solutions'' 2012 Update of the Water and Wastewater Impact Fees for the City of Round Rock Tables 6a and 6b show the details related to the existing capacity of the water and wastewater systems and proposed new facilities along with their cost, capacity, unit cost, and allocation of existing and projected demand to these facilities. A weighted unit cost of service ($per LUE) is then calculated by facility type based on the proportionate share of use of existing and new facility capacity by the growth anticipated over the next 10 years. 6.0 Consideration of Other Methods of Capital Payment For utilities that charge an impact fee, the new customer generally pays for capital in two ways: (1) initially through the up-front impact fee, and (2) over the longer-term through utility rate payments, where typically some portion of customer rate payments also funds capital projects. The recent 77th Texas Legislature amended Chapter 395 of the Local Government to require either: (1) a calculated credit for rate payments is reflected in the fee amount, or (2) a credit equal to 50% of the total projected cost of the capital improvements plan be given in calculating the maximum fee amount. Table 7 indicates the estimated cost per LUE that is projected to be borne in the utility rates by the average new customer. The rate credit calculation considered: (1)existing capital obligation to wholesale providers, (2) existing debt, (3) future debt payments incurred in the year in which the facilities would be built and financed, and (4) the projected LUES at the mid-point year of the weighted average life of the debt for the facilities that are part of the impact fee calculation for each utility. 7.0 Alternative Impact Fee Calculations Table 8 summarizes the unit capital cost of providing new service and the two alternative credit calculations for new customers. The alternative approach that calculates a specific rate credit (Option A) results in the maximum impact fee calculation of$3,890 per LUE for water and $2,073 per LUE for wastewater,totaling $5,963 per LUE. As shown in Table 8, the alternative 50% of capital cost method for calculating a rate credit (Option B) results in a lesser water impact fee of$2,258 per LUE and wastewater fee of $1,276 per LUE, yielding an overall $3,534 per LUE. City of Round Rock 11 ( ONE COMPANY April 2012 Many Solutions" 2012 Update of the Water and Wastewater Impact Fees for the City of Round Rock TABLE 7 EXISTING OR ANTICIPATED DEBT TO BE PAID THROUGH UTILITY RATES CITY OF ROUND ROCK,TEXAS WATER UTILITY Supply Existing Debt $ 7,171,243 58,933 $ 122 Series 2012-2021 New Growth $ 8,677,242 58,933 $ 147 Subtotal Water Supply $ 15,848,485 $ 269 Treatment Existing Debt $ 9,644,125 58,933 $ 164 Series 2012-2021 $ 1,091,935 58,933 $ 19 Subtotal Water Treatment $ 10,736,060 $ 182 Pumping Existing Debt $ - 58,933 $ - Series 2012-2021 $ - 58,933 $ - Subtotal Water Pumping $ - $ - Ground Storage Existing Debt $ - 58,933 $ - Series 2012-2021 $ 549,044 58,933 $ 9 Subtotal Water Storage $ 549,044 $ 9 Elevated Storage Existing Debt $ - 58,933 $ - Series 2012-2021 $ 1,007,221 58,933 $ 17 Subtotal Water Storage $ 1,007,221 $ 17 Transmission Existing Debt $ 4,815,656 58,933 $ 82 Series 2012-2021 $ 8,472,861 58,933 $ 144 Subtotal Transmission Lines $ 8,472,861 $ 144 Total Water $ 621 WASTEWATER UTILITY Treatment Existing Debt $ 11,177,507 67,793 $ 165 Series 2012-2021 $ 10,038,928 67,793 $ 148 Subtotal WWTP $ 21,216,435 $ 313 Pumping Existing Debt $ - 67,793 $ - Series 2012-2021 $ 182,510 67,793 $ 3 Subtotal WWTP $ 182,510 $ 3 Interceptors Existing Debt $ 6,002,799 67,793 $ 89 Series 2012-2021 $ 4,866,354 67,793 $ 72 Subtotal interceptors $ 10,869,153 $ 160 Total Wastevmter $ 476 Total Water and Wastevrater $ 1,097 City ojRound Rock 12 ONE ONE COMPANY April 2012 Many Solutions" IV 2012 Update of the Water and Wastewater Impact Fees for the City of Round Rock TABLE 8 DERIVATION OF ALTERNATIVE MAXIMUM WATER AND WASTEWATER IMPACT FEE AMOUNTS CITY OF ROUND ROCK,TEXAS WATER Supply $ 768 $ 269 $ 384 $ 499 $ 384 $ 499 $ 713 $ (214) Treatment $ 1,884 $ 182 $ 942 $ 1,702 $ 942 $ 1,702 $ 2,013 $ (311) Pumping $ 57 $ - $ 29 $ 57 $ 29 $ 57 $ 43 $ 14 Ground Storage $ 68 $ 9 $ 34 $ 59 $ 34 $ 59 $ 27 $ 32 Elevated Storage $ 342 $ 17 $ 171 $ 325 $ 171 $ 325 $ 114 $ 210 Transmission $ 1,387 $ 144 $ 693 $ 1,243 $ 693 $ 1,243 $ 1,531 $ (288) Allocated Imped Fee Slucly Cost $ 5 $ 5 $ 5 $ 5 $ 5 $ 0 Total Water $ 4,511 $ 621 $ 2,253 $ 3,890 $ 2,258 $ 3,890 $ 4,446 $ (556) WASTEWATER Treatment $ 1,705 $ 313 $ 853 $ 1,392 $ 853 $ 1,392 $ 1,467 $ (75) Pumping $ 262 $ 2 $ 131 $ 260 $ 131 $ 260 $ 65 $ 195 Intercept- $ 577 $ 160 $ 288 $ 416 $ 288 $ 416 $ 847 $ (430) Allocated Impact Fee Study Cost $ 4 $ 4 $ 4 $ 4 $ 4 $ 0 Total Wastewater $ 2,548 $ 476 $ 1,272 $ 2,073 $ 1,276 $ 2,073 $ 2,383 $ (310) TOTAL WATERNVASTEWATER $ 7,059 $ 1,097 $ 3,525 $ 5,962 $ 3,534 $ 5,982 $ 6,829 $ (866) The fee methodology was replicated for each major facility type in the utility system (e.g., supply, treatment, pumping, etc.) so that the total fee amount is the sum of the component facility fees. This provides a basis for extending the fee to wholesale customers of the City or granting fee offsets if a developer cost-participates with the City on CIP projects. For comparison purposes,the impact fees of other near-by cities are listed in Table 9. Table 9. Area Impact Fee Comparison Austin Desired Zone-Inside City 2007 $1,000 $600 $1,600 Outside ETJ 2007 $2,500 $1,400 $3,900 Brushy Creek MUD 2003 $2,095 $1,804 $3,899 Cedar Park 2007 $2,250 $2,000 $4,250 Manville WSC 2008 $2,600 n/a n/a Leander 2007 $2,850 $1,550 $4,400 San Marcos* 2002 $2,466 $2,185 $4,651 Pflugerville 2007 $2,403 $2,414 $4,817 Georgetown** 2010 $3,511 $1,694 $5,205 Jonah Water SUD 2002 $3,500 n/a n/a Hutto* 2006 $4,363 $1,068 $5,431 Round Rock-Max.Calculated 2012 $3,890 $2,073 1 $5,962 Round Rock-Current 2008 $4,446 $2,383 $6,829 LCRA-Bee Cave District 2009 1 4,120 5,250 9,370 Updating in progress or about to commence. Georgetown has a South San Gabriel Basin wastewater impact fee of$2,927. City of Round RockONE COMPANY April 2012 13 Many Solutions- 2012 Update of the Water and Wastewater Impact Fees for the City of Round Rock It should be noted that, in many cases,these other utilities' fees are not an"apples to apples"comparison with Round Rock. Some have not been updated in recent years. Those entities who have incurred significant costs in acquiring new water supply or water and/or wastewater treatment capacity and have recently updated their fees are probably most comparable. While Leander and Cedar Park are participating with Round Rock in the new Lake Travis water supply,they have not recently updated their fees to reflect such. Probably,the most comparable entity is the City of Hutto, who has recently acquired a new, somewhat expensive, groundwater supply that is reflected in their current water fee. Hutto is also in the process of updating their fees again with the intent of reflecting realized costs in acquiring their wastewater treatment plant from LCRA, as well as the cost of other wastewater capital projects. 8. Advisory Committee Actions and Recommendations The following summarizes the Capital Improvements Advisory Committee activities during the impact fee updating process: ❑ On 2/1/12,the Committee met to: ■ Review Chapter 395 Impact Fee process and requirements; ■ Review methodology for maximum fee calculation; ■ Review the role of the Advisory Committee and the City Council; and ■ Review the anticipated schedule for Committee deliberations and actions. ❑ On 3/7/12,the Committee met to: ■ Receive and review the draft report including the land use and CIP information and maximum fee calculation. ■ Undertake a two week comments period on the draft report. ❑ On 4/11/12,the Committee met to: ■ Review comments and any changes to the draft report, ■ Adopt land use& CIP information and maximum fee calculations; ■ Discuss various possible effective fee levels, ■ Adopt recommendations to Council of effective fee amounts, ■ Adopt the overall Advisory Committee Report to be forwarded to City Council. City of Round Rock IR I� ONE COMPANY April 2012 14 1 1 Many Solutions" 2012 Update of the Water and Wastewater Impact Fees for the City of Round Rock The Advisory Committee has made the following findings and recommendations: ❑ The land use assumptions and Capital Improvements Plans underlying the maximum fee calculations are reasonable and are consistent with State law and good engineering practices. ❑ A fair balance between utility rate and impact fee support of capital improvements would be achieved, in the Committee's opinion, with the water impact fee at 100% and wastewater impact fees at 100%of the maximum fee amount. By a unanimous vote, the Advisory Committee forwards to the Round Rock City Council the following maximum fee calculations and fee recommendations: Maximum Impact Fee Calculations Water Impact Fee per LUE $ 3,890 Wastewater Impact Fee per LUE $ 2,073 Total Combined Fee per LUE $ 5,962 Advisory Committee Recommended Impact Fees Water Impact Fee per LUE $3,890 Wastewater Impact Fee per LUE $2,073 Total Combined Fee per LUE $5,962 City of Round RockONE COMPANY April 2012 15 h Many Solutions"'