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O-2023-353 - 11/2/2023 ORDINANCE NO. 0-2023-353 AN ORDINANCE OF THE CITY OF ROUND ROCK,TEXAS,APPROVING THE LAND USE ASSUMPTIONS AND CAPITAL IMPROVEMENTS PLANS AND THE AMENDMENT OF WATER AND WASTEWATER IMPACT FEES. WHEREAS, Chapter 395, Texas Local Government Code, requires a municipality imposing water and wastewater impact fees to approve the land use assumptions and capital improvements plan; and WHEREAS, Chapter 395, Texas Local Government Code requires a city imposing an impact fee to update the land use assumptions and capital improvement plans at least every five (5) years; and WHEREAS, the City Council has reviewed, evaluated, and now wishes to approve the updated land use assumptions and capital improvements plans related to the amendment of water and wastewater impact fees to comply with said Texas Local Government Code requirements for same; Now Therefore BE IT ORDAINED BY THE CITY COUNCIL OF ROUND ROCK,TEXAS, THAT: L Pursuant to Section 395.052, Texas Local Government Code, the City of Round Rock, Texas Impact Fee Report dated September 6, 2023, prepared by Raftelis ("Report") and the imposition of the recommended amended water and wastewater impact fees are hereby approved. A copy of said Report is attached hereto as Exhibit"A," and incorporated herein by reference. II. 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. 0112.20232;4871-3297-0888 READ and APPROVED on first reading this L*day of Cclobm ' 2023. READ, APPROVED and ADOPTED on second reading this &4K day of 2023. CRAIG ORG , Mayor City of Round ck,Texas ATTEST: MEAGANINNKS, C y Clerk 2 EXHIBIT „A►► 00 CITY OF ROUND ROCK Impact Fee Report September 6, 2023 RAFTELIS ROUND ROCK TEXAS UTILITIES AND ENVIRONMENTAL SERVICES This page intentionally left blank to facilitate two-sided printing Contents 1. Introduction and Summary 1 2. Chapter 395 Requirements 2 2.1. Capital Improvement Advisory Committee 2 2.2. Public Hearings 2 2.3. Impact Fee 2 2.3.1. Capital Improvement Plan 3 2.3.2. Impact Fee Calculation 3 3. Land Use Assumptions 4 4. Current and Projected Utility Demand and Supply 7 5. Major Capital Improvement Needs and Costs 12 6. Methods of Capital Payment 15 7. Impact Fee Calculations 18 8. Advisory Committee Actions and Recommendations 20 Tables Table1 Land Use Assumptions ............................................................................................................... 6 Table 2 Water and Wastewater LUEs...................................................................................................... 8 Table 3 Estimated Water and Wastewater Growth................................................................................... 9 Table4 Water Capacities....................................................................................................................... 10 Table5 Wastewater Capacities.............................................................................................................. 11 Table 6 Water Supply, Water Treatment and Water Pumping................................................................ 12 Table 7 Ground Storage, Elevated Storage and Transmission Lines ..................................................... 13 Table 8 Wastewater Treatment, Pumping and Interceptors.................................................................... 14 Table9 Water Debt................................................................................................................................ 16 Table10 Wastewater Debt..................................................................................................................... 17 Table 11 Water and Wastewater Impact Fee Credit............................................................................... 18 Table12 Water Impact Fee.................................................................................................................... 18 Table13 Wastewater Impact Fee .......................................................................................................... 19 Figures Figure 1 Water Service Area Map............................................................................................................ 4 Figure 2: Wastewater Service Area Map.................................................................................................. 5 THIS PAGE INTENTIONALLY LEFT BLANK 1 1 . Introduction and Summary The City of Round Rock(City)is currently updating its impact fees to reflect the latest 10-year Capital Improvements Program(CIP)from the City's latest master plan. The CIP reflects the latest information about future projects. This report establishes the maximum impact fee applicable to the City of Round Rock. Raftelis has completed the impact fee study in compliance with Chapter 395 of the Texas Local Government Code. Chapter 395 dictates how impact fees are calculated in Texas.This report outlines the details of the impact fee study. As a result of the study, the maximum allowable impact fee that may be adopted was calculated. Chapter 395 allows either a rate credit by other methods of payment for utility capital by a new customer or a reduction of the unit capital costs by 50%to calculate the maximum allowable fee. The maximum fee amount is the maximum fee the city may lawfully charge based on given capital improvements, existing capacity, and the selected rate credit. City Council does not have to select the maximum rate and may select fees lower than the maximum allowable to be assessed. Per this report,Raftelis and the Capital Improvement Advisory Committee(CIRC)have reviewed the overall water and wastewater maximum fees by classification.The water maximum fee is based on water supply,water treatment,pumping, storage, and transmission classifications. The wastewater maximum fee is based on wastewater treatment,pumping, and interceptor classifications. The City may add or subtract categories to reflect the developer's contribution by utilizing these classifications.For example,if a developer is contributing the water transmission lines,then the water transmission classification may be removed from the fee. In the future, if the City chooses to provide wholesale service to utilities,then these classifications may be used to calculate impact fees for relevant customers. Local distribution lines are not included in the impact fee calculations. Typically,distribution lines are contributed by the developers. The design assumptions, service demand assumptions,and planning costs were obtained in coordination with the City and the City's engineers. The City provided the financial information. Raftelis utilized all this information to calculate a maximum impact fee. 2 2. Chapter 395 Requirements The impact fee process in Texas is governed by Chapter 395 of the Texas Local Government Code. Chapter 395 dictates how impact fees are calculated and the process that must be followed. The process starts with creating a Capital Improvements Advisory Committee(CIRC)and the development of Land Use Assumptions, a 10-year Capital Improvement Plan, and finally, the calculation of the impact Fee. The CIAC must review and provide comments on the Land Use Assumptions, Capital Improvement Plan, and impact fee calculation. 2.1. Capital Improvement Advisory Committee The CIAC should be comprised of at least five members,with 40 percent of the membership being from the real estate, development, or building industries.As stated in Section 395.058(c), the advisory committee serves in an advisory capacity and is established to: 1) Advise and assist the political subdivision in adopting land use assumptions; 2) Review the capital improvements plan and file written comments 3) Monitor and evaluate the implementation of the capital improvements plan; 4) File semiannual reports concerning the progress of the capital improvements plan and report to the political subdivision any perceived inequities in implementing the plan or imposing the impact fee; and 5) Advise the political subdivision of the need to update or revise the land use assumptions, capital improvements plan, and impact fee. The City shall make available to the CIAC any professional reports concerning developing and implementing the capital improvements plan. For the ongoing requirements of the CIRC, the City should adopt procedural rules for the CIAC to follow in carrying out its duties. The CIAC must document its recommendations and considerations about the land use assumptions, capital improvement plan, and impact fee calculation. This report serves as the documentation of the CIRC. 2.2. Public Hearings The City must hold one public hearing to approve the impact fee. The public hearings are held after the CIAC's input is provided about the land use assumptions, CIP, and the impact fee calculation. The public hearing considers the land use assumptions, the capital improvement plan and the impact fee. The public hearing is held at least 30 days after the notice is published in one or more local newspapers in each county where the City is located. 2.3. Impact Fee The adopted impact fee may be imposed within the city limits and within the city's extraterritorial jurisdiction. Impact fees can be used to fund the projects identified in the 10-year CIP, specifically on construction, surveying and engineering fees, land acquisition costs, and fees paid to a qualified engineer or financial consultant. The established CIP should include projects needed to serve future growth. In addition, impact fees can pay for interest and financing costs related to the issuance of bonds to fund projects identified in the 10-year CIP. Impact fees can only be used for the cost of facilities included in the 10-year CIPS. Any facility improvements that are not required to serve future growth are ineligible. 3 2.3.1. Capital Improvement Plan The CIP should include a list of the projects and the costs of expanding existing facilities to serve future growth. To establish the CIP, an analysis of the system's total capacity was completed to determine the current level of usage and the future usage needed to serve the growth in the 10 years.The projected growth was determined based on the land uses of the service area. The total number of service units for the 10 years was established based on the system's future growth. 2.3.2. Impact Fee Calculation Once the CIP is established, the cost per service unit is calculated by dividing the cost of capital projects by the number of service units. This calculation is done by facility type to ease in providing future impact fee credits to developers. Once the cost per service unit is determined, a rate credit must be applied. The rate credit can be based on 50%of the cost per service unit or the credit application based on the portion of utility service revenues generated by new service units during the 10 years. For the study, a rate credit was applied. 4 3. Land Use Assumptions Figure 1 and Figure 2 show the service area for the study.This reflects the area where the impact fee will be applied. The acres served represent the City's ETJ and certified water and wastewater service areas. The acreage is then further broken down into classifications. Figure 1 Water Service Area Map y .- `1 ��'�'t '��� � _ � Mter•r-'3 1 - 3 "i 1 Legend v 1 wUD Sawa Area } impad Fee Sawa Area . EM Fubn lm pact Fee Se r.ce Are to CR.110 ' Land Use De"opment Area Yost Develooed LLapey SUR Out, Figure 2: Wastewater Service Area Map Legend t MUD Service Areas Qlmpact Fee Service Area Land Use Development Area Most Developed(Largely Built Out) Most Anticipated Growth Table 1 shows the current and future land use assumptions in the model. The 2023 classifications are based on current land uses. Currently,the ETJ is 37,643 acres with 30,227 water service area acres and 35,337 wastewater service area acres. The projected 2033 numbers do not change in total acreage but change in use of acreage. The change in acreage and the usage of acreage is based on extensive research by City staff and its engineering consultants. Table 1 Land Use Assumptions Land Use Classification 2023 2033 ETJ Acres Water Acres WW Acres ETJ Acres Water Acres WW Acres Agricultural 3,134 2,376 3,121 3,134 2,376 3,121 Undeveloped 3,922 2,807 3,890 732 839 783 Commercial 2,676 2,285 2,573 2,782 2,392 2,680 Educational Facility 1,302 1,066 1,141 1,302 1,066 1,141 Government/Institutional 1,012 957 967 1,012 957 967 Industrial 825 760 846 825 760 846 Mining 1,594 1,892 2,254 1,594 1,892 2,254 Mixed Use 111 90 111 395 373 395 Drainage 2,614 2,218 2,503 2,614 2,218 2,503 Multi-family 1,304 1,047 1,309 1,579 1,281 1,584 Office 636 623 629 788 676 782 Open Space 635 841 582 635 841 582 Recreational 3,431 3,038 3,267 3,431 3,038 3,267 Single Family 13,938 9,740 11,655 16,309 11,032 13,944 Two Family 277 271 261 277 271 261 Utilities 232 216 228 232 216 228 Total 37,643 30,227 35,337 37,643 30,227 35,337 4. Current and Projected Utility Demand and Supply Table 2 displays the current counts of water and wastewater meters in Round Rock.The meter counts were provided by the City. The table displays the number of meters and the Living Unit Equivalent (LUE) conversion factor used. The typical single-family household in Round Rock uses a 5/8"meter. The 5/8"meter represents one LUE. The LUE conversion factors are primarily based on standard AWWA meter equivalent ratios,with the exception of the 3"meter.Meters larger than 5/8"are defined in terms of a 5/8"meter.For example,a 2"meter has a conversion factor of 8 LUEs/meter.The 3"has a conversion factor of 16 LUES instead of the 15 LUES that the AWWA standard calls for.This factor is set according to Round Rock's internal conversion standards. The conversion factors and the number of meters are then used to determine the service demand for water and wastewater. This allows for an intuitive process when calculating correct impact fees for developments, especially for developments with meters larger than 5/8". 8 Table 2 Water and Wastewater LUES Living Unit Number of Meter Size Equivalents Meters in 2023 Number of (LUEs per Meter) (b) LUEs in 2023 (a) WATER 5/8" 1.00 34,457 34,457 3/4" 1.50 724 1,086 1" 2.50 840 2,100 1.5" 5.00 606 3,030 2" 8.00 691 5,528 3" 16.00 182 2,912 4" 25.00 50 1,250 6" 50.00 21 1,050 8" 80.00 47 3,760 10" 115.00 4 460 Total Water 37,622 55,633 WASTEWATER 5/8" 1.00 33,661 33,661 3/4" 1.50 697 1,045 1" 2.50 808 2,021 1.5" 5.00 583 2,916 2" 8.00 665 5,319 3" 16.00 175 2,802 4" 25.00 48 1,203 6" 50.00 20 1,010 8" 80.00 45 3,618 10" 115.00 4 443 Total 36,707 54,039 Wastewater (a)Derived from AWWA C700-C703 standards for continue rated flow performance scaled to 5/8"meter. (b)Source:City of Round Rock,meter count as of 2023 Table 3 presents the projected growth of LUEs for water and wastewater service. Water connections are estimated to grow by 8,807 over the ten-year period(881 per year). For wastewater,the connections are estimated to grow by 15,131 over the ten-year period(1,513 per year). These growth projections come from the City's master plan document,which estimates annual water population growth of 16%and annual wastewater population growth of 28%over the ten-year period. The projected LUE's then increase at the same rate as the connections. In 2030,water LUEs are projected to be at 64,440 LUEs and wastewater LUEs are projected to be at 69,169 LUEs. 9 Table 3 Estimated Water and Wastewater Growth Water Wastewater Year Connections LUES Population Connections LUEs Population 2023 37,622 55,633 152,286 36,707 54,039 149,383 2033 43,578 64,440 176,393 46,985 69,169 191,210 Growth 5,956 8,807 24,107 10,278 15,131 41,827 and Table 5 display the existing capacities and estimated demands for water and wastewater, respectively. Growth in demand is based on the growth in connections. The current and projected service demands are compared to the existing capacities. It should be noted that although elevated storage appears to need capacity investments over the ten-year study period, ground storage delivers the same benefit to Round Rock, so the combined capacities are more then met. The estimated capacities for wastewater pumping are calculated differently than the other capacities. Most of Round Rock's wastewater pumping capacity is served by gravity pumping, so lift stations are only needed in certain areas of Round Rock. To accurately reflect wastewater pumping capacity/demand, Raftelis and City staff calculated the capacity for the areas that utilize pumping capacity in the system. Table 4 Water Capacities 10-Yr 2023 LUE 2033 LUE Demand Conversion Conversion Facility Type 2023 2033 Increment Factor Factor Supply Existing 2023 Capacity(mgd) 42.85 42.85 Est.Service Demand 19.47 22.55 3.08 350 350 Excess(Deficiency) 23.38 20.30 gpd/LUE gpd/LUE Existing 2023 Capacity(LUEs) 122,429 122,429 Est. Service Demand 55,633 64,440 8,807 Excess(Deficiency) 66,796 57,989 Treatment Existing 2023 Capacity(mgd) 62.50 62.50 Est. Service Demand 38.94 45.11 6.16 700 700 Excess (Deficiency) 23.56 17.39 gpd/LUE gpd/LUE Existing 2023 Capacity(LUEs) 89,286 89,286 Est. Service Demand 55,633 64,440 8,807 Excess(Deficiency) 33,653 24,846 Pumping Existing 2023 Capacity(mgd) 87.90 87.90 Est. Service Demand 62.31 72.17 9.86 1,120 1,120 Excess (Deficiency) 25.59 15.73 gpd/LUE gpd/LUE Existing 2023 Capacity(LUEs) 78,485 78,482 Est. Service Demand 55,633 64,440 8,807 Excess (Deficiency) 22,852 14,042 Ground Storage Existing 2023 Capacity(mg) 9.11 9.11 Est. Service Demand 4.17 4.83 0.66 75 75 Excess(Deficiency) 4.94 4.28 gallons/LUE gallons/LUE Existing 2023 Capacity(LUEs) 121,467 121,467 Est. Service Demand 55,633 64,440 8,807 Excess(Deficiency) 65,834 57,027 Elevated Storage Existing 2023 Capacity(mg) 10.57 10.57 Est. Service Demand 9.29 10.76 1.47 167 167 Excess (Deficiency) 1.28 (0.19) gallons/LUE gallons/LUE Existing 2023 Capacity(LUEs) 63,293 63,293 Est. Service Demand 55,633 64,440 8,807 Excess (Deficiency) 7,660 (1,146) Transmission (>6 inch) Existing 2023 Capacity(mgd) 90.30 90.30 Est. Service Demand 62.31 72.17 9.86 1,120 1,120 Excess (Deficiency) 27.99 18.13 gpd/LUE gpd/LUE Existing 2023 Capacity(LUEs) 80,625 80,625 Est. Service Demand 55,633 64,440 8,807 Excess(Deficiency) 24,992 16,185 Table 5 Wastewater Capacities 10-Yr 2023 LUE 2033 LUE Demand Conversion Conversion Facility Type 2023 2033 Increment Factor Factor Treatment Existing 2023 Capacity(mgd) 20.05 20.05 Est. Service Demand 15.13 19.37 4.24 280 280 Excess (Deficiency) 4.92 0.68 gpd/LUE gpd/LUE Existing 2023 Capacity(LUES) 71,607 71,607 3.85 Est. Service Demand 54,039 69,169 15,131 Excess (Deficiency) 17,568 2,438 Pumping Existing 2023 Capacity(mgd) 8.86 8.86 Est. Service Demand 2.17 2.78 0.61 1,077 1,077 Excess (Deficiency) 6.69 6.08 gpd/LUE gpd/LUE Existing 2023 Capacity(LUEs) 8,227 8,227 Est. Service Demand 2,016 2,580 564 Excess (Deficiency) 6,211 5,647 Interceptors Existing 2023 Capacity(mgd) 61.70 61.70 Est. Service Demand 58.20 74.50 16.30 1,077 1,077 Excess (Deficiency) 3.50 (12.80) gpd/LUE gpd/LUE Existing 2023 Capacity(LUEs) 57,289 57,289 Est. Service Demand 54,039 69,169 15,131 Excess (Deficiency) 3,250 (11,881) 5. Major Capital Improvement Needs and Costs City staff and the City's engineering consultants identified impact fee eligible projects over the ten-year study period. The CIP includes existing facilities with available capacity for future growth as well as future projects that will be required to meet future capacity needs. The capital improvement projects included in this report were developed through rigorous modeling of the existing water and wastewater systems based on existing and future demands. Projects were also identified through extensive discussions with City staff regarding existing infrastructure needs and associated costs to adequately serve future growth. The projects identified in the CIP also include reuse projects that will result in additional water capacity for the system. Table 6,Table 7, and Table 8 calculate the cost per LUE for each project identified in the 10-year CIP. The tables show the project's estimated cost, start date, and addition to capacity. The weighted average unit service cost is based on the share of the existing versus new capacity(based on the projected growth in population). The capacity growth for water transmission and wastewater interceptors is based on the estimated total capacity added by all the projects. The additional lines all work together to produce the added capacity. Table 6 Water Supply, Water Treatment and Water Pumping Facility Capacity Allocations LUES Date of Cost Capacity Cost Existing Growth in Excess Total Facility Name Need Original Installed' Total LUES per LUE Customers Next 10 Yrs Capacity Capacity WATER SUPPLY Existing Facilities Total Exsting Water Supply facilities NIA $ 55,376,265 $ 55,376,265 42.85 122,429 $ 452 55,633 4,500 62,296 122,419 Future Facilities Phase 2 Deep Water Intake at Lake Travis 2027 $ 77,437,930 East Groundwater Supply Joint Prqect with Geon 2030 $ 35,000,000 Subtotal Future Facilities $ $ 112,437,930 10.00 28,571 $ 3,935 4,307 24,265 28,571 Total Water Supply $ 55,376,265 $ 167,814,195 52.85 151,000 $ 1,111 55,633 8,807 86,560 151,000 WEIGHTED AVERAGE CAPITAL COST PER NEW LUE= $ 2,156 WATER TREATMENT Existing Facilities Existing Water Treatment Facilities NIA $ 97,117,382 $ 97,117,382 62.50 89,286 $ 1,088 55,633 4,000 29,653 89,286 Future Facilities Phase 1D Capacity Increase at BCRUA WTP 2027 $ 4,934,911 Phase 2A Capacity Increase at BCRUA WTP 2028 $ 35,000,000 Subtotal Future Facilities $ 39,934,911 12.67 18,100 $ 2,206 4,807 13,293 18,100 Total Water Treatment $ 97,117,382 $ 137,052,293 75.17 107,386 $ 1,276 55,633 8,807 42,946 107,386 WEIGHTED AVERAGE CAPITAL COST PER NEW LUE= $ 1,698 WATER PUMPING Existing Facilities EAsting Pumping Facilities NIA $ 7,619,055 $ 7,619,055 87.90 78,485 $ 97 55,633 6,000 16,852 78,485 Future Facilities Reuse High Service Pump Addition 2025 $ 750,000 Subtotal Future Facilities $ 750,000 3.33 2,973 $ 252 2,807 166 2,973 Total Water Pumping $ 7,619,055 $ 8,369,055 91.23 81,458 $ 103 55,633 8,807 17,019 81,458 WEIGHTED AVERAGE CAPITAL COST PER NEW LUE= $ 147 13 Table 7 Ground Storage, Elevated Storage and Transmission Lines GROUND STORAGE Existing Facilities Existing Ground Storage Facilities WA $ 1,783,937 $ 1,783,937 9.11 121,467 $ 15 55,633 4,000 61,834 121,467 Future Facilities 2.0 mg Reuse Ground Storage Tank 2025 $ 4,000,000 Groundwater GST and Pump Station Land Purcha 2024 $ 784,000 BCRUA 6mg Clearwell 2027 $ 4,760,000 Subtotal Future Facilities $ 9,544,000 4.86 64,800 $ 147 4,807 59,993 64,800 Total Ground Storage $ 1,783,937 $ 11,327,937 13.97 186,267 $ 61 55,633 8,807 121,827 186,267 WEIGHTED AVERAGE CAPITAL COST PER NEW LUE_ $ 87 ELEVATED STORAGE Existing Facilities Existing Elevated Storage Facilities NIA 12,886,416 12,886,416 11 63,293 $ 204 55,633 8,807 (1,147) 63,293 Future Facilities-None Subtotal Future Facilities - 0 0 Total Elevated Storage 12,886,416 12,886,416 11 63,293 $ 204 55,633 8,807 (1,146) 63,293 WEIGHTED AVERAGE CAPITAL COST PER NEW LUE_ $ 204 TRANSMISSION Existing Facilities ExdstingTransmission Facilities NIA 98,939,553 98,939,553 90 80,625 $ 1,227 55,633 4,000 20,992 80,625 Future Facilities Hester's Crossing and CR-172 from west 971 zor 2025 2,500,000 Kenny Fort Blvd from Old Settlers Blvd to 2024 4,212,134 Sam Bass Rd from FM-1431 to Wyoming 2025 10,770,000 Redbud Lane from south of Palm ValleyBlvd to G 2026 4,560,000 Kenny Fort 24-in Reuse Water Line 2025 6,000,000 Eagle's Nest in connection with Road Exdension 2027 2,300,000 Old Settler's from Red Bud to CRA 10 2024 1,500,000 Red Bud 8 Grattis School to High Country EST 2030 1,500,000 Reuse Line to Dell Way 2027 4,995,000 Kenny Fort from Forest Creek Blvd to SH 45 2023 1,787,073 Kenny Fort Blvd from Forest Creek to Gattis 2023 1,705,468 Kenny Fort 516-24"Waterline 2026 1,800,000 Subtotal Future Facilities 43,629,675 43 38,536 $ 1,132 4,807 33,729 38,536 Total Transmission 98,939,553 142,569,228 133 119,161 $ 1,196 55,633 8,807 54,721 119,161 WEIGHTED AVERAGE CAPITAL COST PER NEW LUE_ $ 1,175 14 Table 8 Wastewater Treatment, Pumping and Interceptors Facility Capacity Allocations(LUES Date of Cost Capacity Cost Existing Growth In Excess Total Facility Name Need Original Installed Total LUES per LUE Customers Next 10 Yrs Capacity Capacity WASTEWATER TREATMENT Existing Facilities Existing Wastewater Treatment Facilities NIA $ 54,356,622 $ 54,356,622 20.05 71,607 $ 759 54,039 14,000 3,568 71,607 Future Facilities W W TP Expansion to 40 m d 2025 $ 99,000,000 9.00 Subtotal Future Facilities $ 99,000,000 9.00 32,143 $ 3,080 1,131 31,012 32,143 Total Wastewater Treatment $ 54,356,622 $ 153,356,622 29.05 103,750 $ 1,478 54,039 15,131 34,581 103,750 WEIGHTED AVERAGE CAPITAL COST PER NEW LUE= $ 933 WASTEWATER PUMPING Existing Facilities Exisiting Pumping Facilites N/A $ 2,176,130 $ 2,176,130 8.86 8,227 $ 265 2,016 564 5,647 8,227 Future Facilities Cottonwood Creek Lift Station 2025 $ 5,53 000 Subtotal Future Facilities $ 5,535,000 4.38 4,062 $ 1,363 873 3,189 4,062 Total Wastewater Pumping $ 2,176,130 $ 7,711,130 13.24 12,289 $ 627 2,016 1,437 8,836 12,289 WEIGHTED AVERAGE CAPITAL COST PER NEW LUE= $ 932 INTERCEPTORS Existing Facilites Existing Interceptor Facilities N/A $ 83,120,305 $ 83,120,305 61.70 57,289 $ 1,451 54,039 15,131 69,170 Future Facilites MG-2 2024 $ 3,961,000 CC-1 2024 $ 2,560,000 CC-2 2025 $ 516,000 MC-3 2026 $ 4,978,000 BC-1 2026 $ 2,294,000 CC-4 2027 $ 2,092,000 MC-4 2028 $ 7,433,000 LC-3 2028 $ 2,748,000 LC-4 2029 $ 3,694,000 LCA 2023 $ 3,786,150 Cottonwood Creek Interceptor 2025 $ 4,363,000 Kenny Fort BNd(2/3)from Forest Creek Bhd to Gattis School 2023 $ 844,872 Subtotal Future Facilities $ 39,270,022 - - $ 0 0 - Total Interceptors $ 83,120,305 $ 122,390,327 61.70 57,289 $ 2,136 54,039 15,131 (11,881) 57,289 WEIGHTED AVERAGE CAPITAL COST PER NEW LUE= $ 1,451 6. Methods of Capital Payment Chapter 395 allows for two ways to pay for capital improvements: • An up-front impact fee that allows the new customer to buy into the system. • Monthly utility fees that go towards the debt service of the system. To calculate the impact fee,the law allows the utility to either use a 50%credit of the total projected cost of capital for all projects or to apply a credit for rate payments. The utility may select the maximum fee amount after these credits have been assessed. Table 9 and Table 10 summarize the present value of the existing and projected debt. This represents the amount of debt that will be paid through rates. The midpoint, in 2028, of LUEs are used to determine the rate credit. The total credit from existing and projected growth are then summed to arrive at a total rate credit number. Table 9 Water Debt Est. Debt Mid-Point Est. Debt in Facility Type in Rates LUEs Rates per L WATER UTILITY Supply Existing Debt $ 2,613,074 60,036 $ 44 Series 2020 - 2030 New Growth $ 13,604,801 60,036 $ 227 Subtotal Water Supply $ 16,217,874 $ 270 Treatment Existing Debt $ 3,021,367 60,036 $ 50 Series 2020 - 2030 New Growth $ 4,836,464 60,036 $ 81 Subtotal Treatment $ 7,857,831 $ 131 Pumping Existing Debt $ - 60,036 $ - Series 2020 - 2030 New Growth $ 98,887 60,036 $ 2 Subtotal Water Pumping $ 98,887 $ 2 Ground Storage Existing Debt $ - 60,036 $ Series 2020 - 2030 New Growth $ 1,225,450 60,036 $ 20 Subtotal Ground Storage $ 1,225,450 $ 20 Elevated Storage Existing Debt $ - 60,036 $ - Series 2020 - 2030 New Growth $ - 60,036 $ - Subtotal Elevated Storage $ - $ - Transmission Existing Debt $ 2,531,415 60,036 $ 42 Series 2020 - 2030 New Growth $ 5,485,009 60,036 $ 91 Subtotal Transmission $ 8,016,425 $ 134 TOTAL WATER $ 33,416,467 $ 557 Table 10 Wastewater Debt Est. Debt Mid-Point Est. Debt in Facility Type in Rates LUES Rates per LUE WASTEWATER UTILITY Treatment Existing Debt $ 9,729,948 61,604 $ 158 Series 2020 - 2030 New Growth $ 1,158,310 61,604 $ 19 Subtotal Wastewater Treatment $ 10,888,258 $ 177 ,Pumping Existing Debt $ - 61,604 $ - Series 2020 - 2030 New Growth $ 1,158,310 61,604 $ 19 Subtotal Wastewater Pumping $ 1,158,310 $ 19 Interceptors Existing Debt $ 4,604,136 61,604 $ 75 Series 2020 - 2030 New Growth $ 7,793,972 61,604 $ 127 Subtotal Interceptors $ 12,398,108 $ 201 TOTAL WASTEWATER $ 24,444,677 $ 397 'TOTAL WATER AND WASTEWATER $ 57,861,144 $ 953 18 7. Impact Fee Calculations Table 11 summarizes the maximum possible impact fees. The maximum fee for each classification is selected to establish the recommended maximum impact fee. The impact fee and CIP study cost of$30,242 is distributed based on the midpoint of total projected water and wastewater 20330 LUEs. This equals approximately$3 for water and wastewater. The maximum fee for water is$4,912. The maximum fee for wastewater is$2,921. Table 11 Water and Wastewater Impact Fee Credit Weighted Optional Adjustments Capital Cost of Option A Option B New Service Rate 50%Cost Highest of Item per LUE Credit Adjustment Option A Option B Option A or B WATER Supply $ 2,156 $ 270 $ 1,078 $ 1,885 $ 1,078 $ 1,885 Treatment $ 1,698 $ 131 $ 849 $ 1,567 $ 849 $ 1,567 Pumping $ 147 $ 2 $ 73 $ 145 $ 73 $ 145 Ground Storage $ 87 $ 20 $ 44 $ 67 $ 44 $ 67 Elevated Storage $ 204 $ - $ 102 $ 204 $ 102 $ 204 Transmission $ 1,175 $ 134 $ 588 $ 1,042 $ 588 $ 1,042 Allocated Impact Fee Study Costs $ 3 $ 3 $ 3 $ 3 Total Water $ 5,469 $ 557 $ 2,733 $ 4,912 $ 2,736 $ 4,912 WASTEWATER Treatment $ 933 $ 177 $ 466 $ 756 $ 466 $ 756 Pumping $ 932 $ 19 $ 466 $ 913 $ 466 $ 913 Interceptors $ 1,451 $ 201 $ 725 $ 1,250 $ 725 $ 1,250 Allocated Im act Fee Study Costs $ 3 $ 3 $ 3 $ 3 Total Wastewater $ 3,318 $ 397 $ 1,658 $ 2,921 $ 1,660 $ 2,921 TOTAL WATERMASTEWATER Table 12 shows the water impact fee by meter size. Table 13 shows the wastewater impact fee by meter size. Table 12 Water Impact Fee Living Unit Meter Size Equivalents Fee 5/8" 1.00 $ 4,912 3/4" 1.50 $ 7,368 1" 2.50 $ 12,281 1.5" 5.00 $ 24,562 2" 8.00 $ 39,299 3" 16.00 $ 78,597 4" 25.00 $122,808 6" 50.00 $245,616 8" 80.00 $392,985 10" 115.00 $564,916 Table 13 Wastewater Impact Fee Living Unit Meter Size E uivalents Fee 5/8" 1.00 $ 2,921 3/4" 1.50 $ 4,381 1" 2.50 $ 7,302 1.5" 5.00 $ 14,604 2" 8.00 $ 23,366 3" 16.00 $ 46,733 4" 25.00 $ 73,020 6" 50.00 $146,039 8" 80.00 $233,663 10" 115.00 $335,890 8. Advisory Committee Actions and Recommendations The Capital Improvement Advisory Committee (CIRC) met on September 6, 2023. Raftelis presented the Land Use Assumption,Capital Improvement Plan and Impact Fee.As required by Chapter 395 of the Texas Local Government Code,the CIAC verified the following: • The land use basis for the CIP, • That the CIP has been reasonably defined, • That the maximum impact fee has been reasonably calculated,and • The resultant impact fees. The CIRC recommends that the Council adopt the maximum allowable impact fee and assess the same amount.