Loading...
HomeMy WebLinkAboutWater Impact Fee Study SteeplechaseWater Impact Fee Study Steeplechase -Wellborn Rd. October 2003 VICINITY MAP N.T.S. Prepared for: / / / City of College Station By: /ffITCHELL A /ffORGAN, LLP Water Impact Fee Study Steeplechase -Wellborn Rd. October 2003 VICINITY MAP N.T.S. / / By: ~ l ;ifITCHELL A ;ifORGAN, LLP ·I Land Use Assumptions & Capital Improvements Plan Water Service Area "03-01" Table of Contents Executive Summary ........................................................................................................................ 2 Land Use Assumptions .................................................................................................................... 5 Existing Land Use ........................................................................................................................... 5 Future Land Use: Ultimate Development.. .................................................................................. 6 Future Land Use: 10-year Growth Projection .............................................................................. 6 Capital Improvement Plan ............................................................................................................ 10 Existing Water Facilities ............................................................................................................... 10 Projected Water Facilities: Ultimate Development ................................................................... 10 Projected Water Facilities: 10-Year Growth Projection ............................................................ 11 Service Unit Determination .......................................................................................................... 12 Proj ected Growth of Living Unit Equivalents .............................................................................. 13 Water Service Area "03-01 " LUE Calculations ........................................................................... 14 Impact Fee Calculation ................................................................................................................. 17 Estimated Eligible Cost. ........................................................................................................ 17 Cost Allocation ..................................................................................................................... 17 Maximum 10-Year Recoverable Cost .................................................................................. 17 Utility Revenue Credits & Ad Valorem Tax Credits ............................................................ 18 Impact Fee Calculation ......................................................................................................... 19 Schedule 1 ...................................................................................................................................... 20 Exhibits .......................................................................................................................................... 21 ;1titchell &;Uorgan, LLP - 1 - \ Executive Summary Land Use Assumptions & Capital Improvements Plan Water Service Area "03-01" The following report was written to serve as the Land Use and Capital Improvement Plan update for water utilities in Water Service Area "03-01 " as shown on Exhibit 1. The service area is located just west of Wellborn Road between FM 2818 (Harvey Mitchell Parkway) and Rock Prairie Road. Water Service Area "03-01 ",as shown in Exhibit 2, consists of approximately 434 acres of agricultural, low and medium density residential, scatter retail, and institutional uses. The land use assumptions, as shown herein, are based on the City's Comprehensive Land Use Plan and the history of development in this portion of the City for the past eight years. Projecting the average growth over the past eight years to the next ten year period ('03-' 13) would result in the addition of approximately 525 new single family dwelling units to the Water Service Area "03-01 ".Medium density residential, which compromises most of this area, has been estimated at 4 dwelling units per acre. This accounts for 440 of the new single family dwelling units added. The remainder of the new dwelling units comes from the transitional area land use. This transitional area is anticipated to develop as either retail or residential. For the purposes of this report, half of these transitional areas have been projected to develop as attached residential with 13 dwelling units per acre, and the remainder as commercial. No high density developments are anticipated in the "03-0 I" service area. Commercial and retail properties at the intersection of Cain Road and Wellborn Road as well as those at the intersection of Gandy Road and Wellborn Road are anticipated to build out in the first ten year ('03-' 13) growth window. Additional retail and commercial properties further away from these main intersections are projected to develop in the second ten year(' 13-'23) period. Due to unknown rail and SH40 alignments, it is anticipated that a small percentage of the industrial tracts along FM 2818 will develop in the first ten year growth window. Industrial land use areas at the intersection of Gandy and Wellborn Road are already platted, and some development has already commenced. This area is expected to develop fully in the first ten year period ('03-' 13). It is believed that smaller transitional land use tracts in the service area will also develop in the first ten year period ('03- , 13). The Capital Improvement Plan for Water Service Area "03-0 I" was developed using the Land Use Assumptions for the service area as seen on Exhibit 3. The water lines that will be extended to serve this area consist of approximately 10,227 linear feet of 16-inch DIP water line. These water lines are located such that they will serve the entire "03-0 I" service area as seen in Exhibit 4. The preliminary cost estimate for these waterlines is $2, 132,625. These costs include engineering and design, land acquisitions, and construction costs. The costs calculated for the improvements must be reduced by the utility service revenues used to repay the debt service generated by new service units. These fees are then proportioned by the ratio of new Living Unit Equivalents (LUE's) to the total Living Equivalents served. This calculation results in the maximum allowable impact fee per unit. Below are the estimated eligible cost, cost allocation factor, maximum 10-year recoverable cost, utility revenue and ad valorem tax credits, and maximum impact fee allowable for Water Sewer Service Area "03-01 ". fttitchell &fttorgan, LLP -2- Estimated Eligible Cost Construction Cost Engineering/Survey/Geotechnical Land Cost Impact Fee Preparation Total Eligible Cost Cost A/location $1 ,733 ,309 $276,029 $106,887 $16,400 $2,132,625 Total New LUE's ............................................................................................... 2441 Total LUE's Served ........................................................................................... 2777 Cost Allocation Factor .................................................................. 2441/2777 = 0.88 Maximum Recoverable Cost.. .................................. 0.88*$2,132,625 = $1 ,876,710 Maximum 10-Year Recoverable Cost Projected LUE's 2003-2013 ............................................................................. .1110 Projected LUE's after 2013 ............................................................................... 1331 Total New LUE's ............................................................................................... 2441 Service Distribution % ....................................................... 100*(11l0/2441)=45% Maximum 10-Year Recoverable Cost ....................... .45%*$1,876,710 = $844,520 Utility Revenue Credits & Ad Valorem Tax Utility Revenue per LUE Applied to Capital Improvements .......................... $56.09 Total Utility Revenue Crediti .............................................. $56.09* 1110 = $65,590 Ad Valorem Tax Applied to Capital Improvements .............................................. $0 i Revenue credit on new LUE's associated with fust IO-year ('03-'13) growth window (service time frame) ;kitchell &;korgan, LLP - 3 - Number of New LUE'sii .................................................................................... 1110 Impact Fee Calculation Maximum Impact Fee = Maximum 10-Year Recoverable Cost -Total Utility Revenue Credit Number of new LUE's Maximum Impact Fee= ($844,520-$65,590)/(1110 LUE's) = $701.74/LUE ii Number of new LUE's associated with IO-year growth window ('03-'13) faitchell &faorgan, LLP - 4 - Water Service Area "03-01" Steeplechase/Well born Road Area October 2003 Land Use Assumptions Existing Land Use The Steeplechase/Wellborn Road Area designated as Water Sewer Service Area "03-01" (Exhibit 1) consists of approximately 434 acres of agricultural, residential, commercial and a small portion of industrial and institutional property. This area has been targeted as an impact fee area due to the recent College Station annexation of the property and the rapid growth that has occurred along the Wellborn Road corridor over the past 10 years. In order to assess impact fees for new water infrastructure an evaluation of the existing and future land uses for the area had to be completed. Exhibit 2 illustrates the existing land uses that were found in the "03-01" area while Table 1 illustrates the acreages associated with Exhibit 2. ,,, . - Land Use AgriculturalN acant Table 1 Existing: Land Use (Year 2 00J) Rural Density Residential (<1/3 d.u./acre) Low Density Residential (1/3 - 2 d.u./acre) Medium Density Residential (3 - 6 d.u./acre) High Density Residential (7 -9 d.u./acre) Residential Attached (10 -20 d.u./acre) Retail Regional Retail Neighborhood Industrial Institutional TOTAL fttitchell &;11organ, LLP Gross Acres 201 166 43 0 0 9 12 0 1 2 434 -5 - Future Land Use: Ultimate Development The future land use assumptions for the area are based on the approved City's Comprehensive Land Use Plan, an excerpt of which can be seen in Exhibit 3. Heavy residential development has been occurring in the Edelweiss and Steeplechase Subdivisions along Wellborn Road just south and east of the subject area. Development in this general area began seriously in 1989 and has progressed steadily since. At present, the residential portion of the Edelweiss and Steeplechase Subdivisions are almost fully developed, with the commercial tracts of the development slowly filling in. The growth in these areas has added over 700 new single-family dwelling units over the past eight years. Projecting this same growth rate through the first ten year period ('03-' 13) for the subject area will result in approximately 525 new single-family dwelling units. It is assumed that the transitional land use shown on Exhibit 3 will develop as half attached residential at 13 dwelling units per acre, and half as commercial density at 10 dwelling units per acre. Medium density residential is assumed to develop with a density of 4 dwelling units per acre. The service area has been determined based upon the recent annexation boundary, the existing Certificate of Convenience and Necessity (CCN) area, and the current contract between the City of College Station and the Wellborn Special Utility District. It is anticipated that in the first ten year window ('03-' 13) that the bulk of medium density residential development will occur along Cain Road, with the remainder along Gandy Road. Current residential development in these areas is increasing, and continuing growth is expected. Future Land Use: 10-year Growth Projection Development of the residential land use categories and transitional land use categories shown in Table 2 will result in approximately 525 new single-family dwelling units being added to the Water Service Area "03-01 ". Current development in the Steeplechase Subdivision and Fraternity Row has built out in a similar fashion, and has nearly reached its ultimate buildout for the higher density residential categories. Due to the recent rapid nature of the buildout of attached, high, and medium density residential in these areas, it is reasonable to assume that once sanitary sewer and water is available to the "03-01" area that this type of housing will rapidly develop in the "03-01" area as well. Commercial and retail properties at the intersection of Cain Road and Wellborn Road as well as those at the intersection of Gandy Road and Wellborn Road are also anticipated to build out in the first ten year ('03-' 13) growth window. Additional retail and commercial properties further away from these main intersections are projected to develop after the ('03-' 13) period. It is difficult to predict the timing for the development of the industrial use property at the comer of Wellborn Road and FM 2818 (Harvey Mitchell Parkway). Due to the unknowns associated with the TxDOT SH40 alignment and the ongoing discussion regarding the Wellborn Road rail relocation, these tracts may not consolidate and develop for some time. However, it is just as faitchell &faorgan, LLP -6 - likely that an aggressive developer could build on these tracts immediately without concern for the unknowns associated with these major transportation issues. If that is the case, the infrastructure will be in place to support such a development. However, it is more likely that only a small percentage (7 acres or 15%) of the industrial tracts along FM 2818 will develop in the first ten year growth window (' 03-' 13 ). Industrial land use areas at the intersection of Gandy and Wellborn Road are already platted, and some development has already commenced. This area is expected to develop fully (33 acres) in the first ten year period ('03-'13). The remainder of the industrial development in the "03-01 " service area is projected to take place after this first ten year growth period ('03-'13). This service area includes a unique land use labeled as "transitional". This category has been used to identify areas that could reasonably develop as residential attached or as commercial/retail uses. For calculations, the transitional areas were assumed to develop as one- half residential attached and as one-half commercial/retail land use. This additional land use category was added to this area to allow flexibility for those tracts affected by the unknowns associated with the SH40 alignment and possible rail relocation. It is anticipated that approximately 13 acres or approximately 25% of the transitional land use tracts in the service area will develop during the first ten year period ('03-' 13). The remainder of the transitional area will most likely take additional time to develop as the property owners wait to see the results of TxDOT's work in the area. The transitional land use category consists of a combination of commercial/retail and residential attached properties. The land uses and acreages that are projected to develop within the first ten year window ('03- , 13) for Water Service Area "03-01 " are shown in Table 2. ftt.itchell &;11.organ, LLP - 7 - ) ) ) ) } ) Land Use Table 2 Water Service Area "03-01" Growth Projections (2003-2013) Rural Density Residential (<1/3 d.u./acre) Low Density Residential (1/3 - 2 d.u./acre) Medium Density Residential (3 -6 d.u./acre) High Density Residential (7 - 9 d.u./acre) Residential Attached (10 -20 d.u./acre)** Retail Regional Retail Neighborhood Industrial Institutional Transitional** Parks Mixed Use SH40ROW TOTAL Gross Acres* 0 0 110 0 0 6 6 40 0 13 10 0 11 196 *Acreages throughout do not make allowances for street rights-of-way, therefore the reduction of developable land due to these is taken into account through densities as described on page 13. **Although not an individual area on the land use plan, residential attached is assumed to buildout as one-half of the development within transitional land use areas. The remaining half of transitional areas is assumed to develop as commercial/retail properties. ;hitchell &;1torgan, LLP - 8 - ) ) } ) ) ) The land uses and acreages that are projected to develop beyond the first ten year window (2003- 2013) for the Water Service Area "03-01" are shown in Table 3. These two growth projection windows are important to understand due to the fact that the impact fees must be assessed based upon the growth that will initially occur within a "reasonable period of time" defined within impact fee legislation as ten years. This future growth which will likely occur after the year 2013 may be assessed impact fees as the impact fee report is updated every 3-5 years and the growth window for the area shifts, resulting in the recalculation of the fees based upon a new growth scenario. Land Use Table 3 Water Service Area "03-01" Growth Projections (2013-2023) Rural Density Residential (<1/3 d.u./acre) Low Density Residential (1/3 - 2 d.u./acre) Medium Density Residential (3 -6 d.u./acre) High Density Residential (7 -9 d.u./acre) Residential Attached (10 -20 d.u./acre) Retail Regional Retail Neighborhood Industrial Institutional Transitional* Parks Mixed Use SH40ROW TOTAL . Gross Acres 0 0 174 0 0 3 4 7 0 43 7 0 0 238 *Although not an individual area on the land use plan, residential attached is assumed to buildout as one-half of the development within transitional land use areas. The remaining half of transitional areas is assumed to develop as commercial/retail properties. faitchell &faorgan, LLP - 9 - Capital Improvement Plan Water Servic e Area "03-01" Existing Water Facilities The Water Service Area "03-0 l ",as previously discussed is shown on Exhibit 1. This service area is located adjacent to and west of Wellborn Road between FM 2818 and Rock Prairie Road. Water service to this area is provided through an existing thirty-six inch (36") water line along Wellborn Road. This water line carries water from the Dowling Road Pump Station located adjacent to Water Service Area "03-01 " to the southern portion of College Station. Cost recovery related to the water wells and pumps are not being considered within this service area at this time. Proj ected Water Facilities: Ultimate Development The waterlines that will be extended to serve this area consist of three sixteen ( 16") inch DIP distribution lines along Marion Pugh Drive/Abandoned ROW, Cain Road, and Gandy Road. The southern most waterline is approximately 5668 linear feet and runs parallel to Marion Pugh Drive/ Abandoned ROW from Saddle Lane to 1132 linear feet south of Cain Road. This waterline is connected to the north to an existing forty-two ( 42") inch waterline and to the south to the proposed waterline parallel to Cain Road. The waterline parall el to Cain Road is approximately 3170 linear feet connecting to the proposed Marion Pugh Drive/Abandoned ROW to the south and to an existing thirty-six (36") inch waterline to the north at the intersection of Navarro Dive and Wellborn Road/FM 2154. The remaining line connects to an existing thirty-six (36") inch waterline at the intersection of Rock Prairie Road and Wellborn Road/FM 2154 and ends approximately 1926 linear feet south, parallel to Gandy Road. It is anticipated that these improvements will be designed and constructed under one contract. These three waterlines are located such that they will serve the entire "03-01 " service area, as seen in Exhibit 4. The preliminary estimated project cost is $2, 132,625 which is based upon the following estimate shown in Table 4. These costs include engineering and design, land acquisition, and construction. Although state law permits the inclusion of interest charges and other financing costs in the capital improvements plan, such costs have not been included in this report. Because project costs are to be adjusted through the amendment process mandated by state law, no inflationary factors have been included in the project estimates. fttitchell &;Uorgan, LLP -10 - } ) ) ) Table 4 Water Service Area "03-01" Estimated Construction Cost Item # Description Quantity Units Unit Price Price 1 Mobilization 1 LS. $7,500 $7,500 2 ROW Prep 1 LS. $15,000 $15,000 Water System Items 3 16" DIP Waterline 9717 LF. $90 $874,530 4 16" DIP w/ 24" Steel Casing by Mechanical Bore 510 LF. $850 $433,500 5 Fire Hydrant Assembly 23 Ea. $1,800 $41,400 6 Connect to existing system 2 Ea. $2,500 $5,000 7 Trench Safety (waterline) 9717 LF. $1 $9,717 8 Contingency (25%) 25% $346,662 Total Construction Costs $1,733,309 Land Acquisition 9717 LF $11 $106,887 Engineering/land Surveying/Geotechnical 15% $276,029 Impact Fee Preparation $16,400 Water Total $2,132,625 Because of the radial water line feed, a 16" waterline is required both for the ten year build out scenario as well as for the ultimate build out of Water Service Area "03-01 ",therefore the service distribution cited later in this report is 100% for the first ten years of development. Projected Water Facilities: JO-Year Growth Projection State law limits the City to collection of the infrastructure costs necessary to service a time frame not to exceed ten years. Service distributions, as seen later in this report, allow the City to comply with state law without having to construct a smaller water line and then return 10-15 years later to construct a parallel water line to accommodate the increased demand of ultimate development. The line needed to serve the first ten year projected growth window is a sixteen inch (16") waterline. faitchell &;11organ, LLP -11 - Service Unit Determination The City of College Station has selected the Living Unit Equivalent as the appropriate measure of water service consumption by new development in their impact fee areas. The same has been chosen for Water Service Area "03-01 ". As used in the Capital Improvement Plan, a "service unit" is defined as a single-family residence without regard for the number of bedrooms. A 5/8- inch water meter is the typical size water meter serving a single-family residence in the city. The 5/8-inch meter is considered one unit. Other meter sizes are proportioned Living Unit Equivalents according to their flow relationship to the 5/8-inch meter. Living Unit Equivalents for residential structures are shown in Table 5, while those for non-residential structures are shown in Table 6. Table 5 Living Unit Equivalents Residential Structures Type of Structure Single Family Dwelling (all sizes/no. of bedrooms) Duplex (all sizes/no. of bedrooms) Triplex (all sizes/no. of bedrooms) Fourplex (all sizes/no. of bedrooms) Multi-family (one and two bedroom units) (three and more bedroom units) Mobile Home faitchell &;1torgan, LLP Unit Structure Duplex Triplex Fourplex Unit Unit Mobile Home LUE 2 3 4 0.75 I 0.75 -12 - Meter Size 5/8 inch simple 3/4 inch simple 1 inch simple 1-112 inch simple 2 inch simple 2 inch compound 2 inch turbine 3 inch compound 3 inch turbine 4 inch compound 4 inch turbine 6 inch compound 8 inch compound 6 inch turbine 10 inch compound 8 inch turbine 1 0 inch turbine 12 inch turbine -Table 6 Living Unit Equivalents Non-Residential Structures .. L VE/Meter Size 1 1.5 2.5 5 8 8 10 16 24 25 42 50 80 92 115 160 250 330 Projected Growth of Living Unit Equivalents It is necessary to establish relationships between Living Unit Equivalents and the various land uses. The following density relationships have been determined after a review of developed land uses within the city, a comparison of consumption rates of each land use category and comparisons with the American Society of Civil Engineers design recommendations. The service unit to be applied is a typical single family dwelling without regard to the number of bedrooms. Such a unit is otherwise referred to as a "dwelling unit" and for the purpose of this plan the two terms are interchangeable. The following table itemizes the projected densities per land use category. These numbers take into account the loss of acreage to rights-of-ways. faitchell &faorgan, LLP -13 - Table 7 Projected Densities Per Land Use Category Land Use Category Dwelling Units per Acre Rural Density Residential (<1/3 d.u./acre) Low Density Residential (1/3 -2 d.u./acre) Medium Density Residential (3 - 6 d.u./acre) High Density Residential (7 - 9 d.u./acre) Residential Attached (Multi-family) Commercial/Industrial Parks Schools/Institutional Agricultural Water Service Area "03-01" LUE Calculations .25 1 4 8 13 10 0 2 0 The existing land use acreages and living unit equivalents for the Water Service Area "03-01" are shown in Table 8. . . ,• w ·ater Se1'Vice Area. "03-0E'·· ' .. . ·- . Existin LUE's , .o. . -. Land Use Acres LUE/Acre LUE's Agricultural/Va cant 201 0 0 Rural Density Residential (<1/3 d.u./acre) 166 .25 42 Low Density Residential (1/3 - 2 d.u./acre) 43 1 43 Medium Density Residential (3 -6 d.u./acre) 0 4 0 High Density Residential (7 -9 d.u./acre) 0 8 0 Residential Attached (Multi-family @ 10-20 d.u./acre) 9 13 117 Commercial/Industrial 13 10 130 Parks 0 0 0 Institutional 2 2 4 TOTALS 434 336 /hitchell &faorgan, LLP -14 - } ) ) } } The acreages and living unit equivalents projected to develop in Water Service Area "03-01" within the first ten year window ('03-'13) are shown in Table 9. Table 9 .. Water Service Area "03-01" Projected Growth in LUE'.'s (2003-2013) Land Use Acres Agricultural/Va cant Rural Density Residential (<1/3 d.u./acre) Low Density Residential (1/3 - 2 d.u./acre) Medium Density Residential (3 -6 d.u./acre) High Density Residential (7 -9 d.u./acre) Residential Attached* (Multi-family @ 10-20 d.u./acre) Commercial/Industrial Institutional Transitional* Parks SH40ROW TOTALS 0 0 0 110 0 0 52 0 13 10 11 196 LUE/Acre 0 .25 4 8 13 10 2 11.5 0 0 LUE's 0 0 0 440 0 0 520 0 150 0 Q 1110 * Transitional land use was assumed to consist of one-half attached residential ( 13 LUE/ Ac) and one-half commercial (10 LUE/Ac) ;Uitchell &;Uorgan, LLP -15 - The acreages and living unit equivalents projected to develop in Water Service Area "03-01" during the second ten year window (' 13-'23) are shown in Table 10. Table 10 Water Service. Area "03-01" Projected: Growth in LUE's (Future: after 2013) Land Use Acres LUE/Acre Agricultural/Vacant 0 0 Rural Density Residential (<1/3 d.u./acre) 0 .25 Low Density Residential (1/3 - 2 d.u./acre) 0 1 Medium Density Residential (3 - 6 d.u./acre) 174 4 High Density Residential (7 - 9 d.u./acre) 0 8 Residential Attached* (Multi-family@ 10-20 d.u./acre) 0 13 Commercial/Industrial 14 10 Institutional 0 2 Transitional* 43 11.5 Parks 7 0 SH40ROW Q 0 TOTALS 238 LUE's 0 0 0 696 0 0 140 0 495 0 Q 1331 * Transitional land use was assumed to consist ofone-half attached residential (13 LUE/ Ac) and one-half commercial (IO LUE/Ac) ;Uitchell &;Uorgan, LLP -16 - Impact Fee Calculation Estimated Eligible Cost Construction Cost Engineering/Survey/Geotechnical Land Cost Impact Fee Preparation Total Eligible Cost Cost Allocation $1 ,733,309 $276,029 $106,887 $16,400 $2,132,625 The costs recoverable by impact fees are proportioned by the ratio of ne'Y Living Unit Equivalents (LUE's) to the total LUE's served. Since impact fees are collected at the time of new construction, only new LUE's may be charged directly for new capital improvement projects in the "03-01" service area. The cost allocation factor removes existing LUE's from the impact fee calculation. Total New LUE's ............................................................................................... 2441 Total LUE's Served ........................................................................................... 2777 Cost Allocation Factor .................................................................. 2441/2777 = 0.88 Maximum Recoverable Cost= Cost Allocation Factor* Total Eligible Cost Maximum Recoverable Cost= 0.88*$2,132,625 = $1,876,710 Maximum 10-Year Recoverable Cost State law limits the City to collection of the infrastructure costs necessary to service a time frame not to exceed ten years (10-year recovery period). Service distributions allow the City to comply with state law without having to construct a smaller waterline and then return ten to fifteen years later to construct a parallel waterline to accommodate the flow increase. The impact fee reports are updated every three to five years, allowing the service time frame to continually shift forward ensuring eventual recovery of all eligible costs. The service distribution for the first ten year window ('03-'13) was based on the ratio of ultimate LUE's to the LUE's created for the first ten year time frame ('03-'13). faitchell &faorgan, LLP -17 - Projected New LUE's 2003-2013 ...................................................................... 1110 Projected New LUE's after 2013 ...................................................................... .1 331 Total New LUE's ............................................................................................... 2441 Service Distribution%= 100 * New LUE's for Ten-Year Time Frame (2003-2013) Total New LUE's Service Distribution%= 100 * (1110/2441) = 45% Maximum 10-Year Recoverable Cost = Service Distribution % * Maximum Recoverable Cost Maximum 10-Year Recoverable Cost = 45%*$1,876,710 = $844,520 Utilitv Revenue Credits & Ad Valorem Tax Credits A portion of customer utility bills are used to finance City capital improvement projects. This portion of the utility bills is used toward the repayment those utility bonds. Utility revenue credits ensure that those customers paying impact fees do not fund the capital improvements to service their area through impact fees and their utility bills, thus paying twice for the same improvements. The same would be done for any ad valorem taxes used to fund capital improvements. Currently, the City of College Station does not use ad valorem taxes to finance capital improvements. Utility Revenue Per LUEiii = X*Y*n X = Average monthly water utility bill per LUE Y = Percent of average monthly water utility bill applied to debt service for bond payment for water capital improvement projects in subject area n = Number of months associated with service time frame (ten years) Utility Revenue Per LUE = $23.37*2%*120 = $56.09 iii Utility revenue per LUE which are used to finance capital improvement bonds faitchell &;*organ, LLP -18 - Number of New LUE'siv ................................................................................. .1110 Total Utility Revenue Creditv =Utility Revenue Per LUE* Number of New LUE's Total Utility Revenue Credit= $56.09*1110 = $65,590 Ad Valorem Tax Applied to Capital Improvements .............................................. $0 Impact Fee Calculation Maximum Impact Fee = Maximum 10-Year Recoverable Cost -Total Utility Revenue Credit Number of new LUE's Maximum Impact Fee= ($844,520-$65,590)/(1110 LUE's) = $701.74/LUE iv Number of new LUE's associated with service time frame, first IO-year window ('03-' 13) v Revenue credit on new LUE's associated with first IO-year ('03-'13) window ;Uitchell &;Horgan, LLP -19 - Service Area Roadway Facilities: (reserved) Water Facilities: Schedule 1 Maximum Impact Fee Per Service Unit Service Unit Maximum Impact Fee 03-01 ............................................ LUE ...................................... $701.74 Drainage Facilities: (reserved) ;kitchell &;korgan, LLP -20 - I I Land Use Assumptions & Capital Improvements Plan Sanitary Sewer Service Area "02-01 " And Water Service Area "02-02" Table of Contents Executive Summary ............................................................................................................ 2 Sanitary Sewer Service Area "02-01 " ................................................................................. 5 Water Service Area "02-02" ............................................................................................... 6 Assumptions ........................................................................................................................ 6 Existing Faciliti es .............................................................................................................. 10 Sanitary Sewer .............................................................................................................. 10 Water ............................................................................................................................. 10 Projected Facilities ............................................................................................................ 10 Sanitary Sewer .............................................................................................................. 10 Water ............................................................................................................................. 12 Projected Growth of Living Unit Equivalents .................................................................. 14 Sanitary Sewer Service Area "02-01 " LUE Calculations ............................................. 15 Water Service Area "02-02" LUE Calculations ........................................................... 18 Sanitary Sewer Area "02-01 " ............................................................................................ 21 Impact Fee Calculation ..................................................................................................... 21 Water Service Area "02-02" ............................................................................................. 22 Impact Fee Calculation ..................................................................................................... 22 Schedule 1 .......................................................................................................................... 23 Figures ................................................................................................................................ 24 P EL ~J11NARY NOT FOR faitchell &faorgan, LLP .................. CONSTRUCTION - 1 - Executive Summary Land Use Assumptions & Capital Improvements Plan Sanitary Sewer Service Area "02-01" & Water Service Area "02-02" The following report was written to serve as the Land Use and Capital Improvement Plan update for Sanitary Sewer Service Area "02-01 " and Water Service Area "02-02" as shown on Figures 3 and 4. These service areas are generally located just west of Wellborn Road between FM 2818 (Harvey Mitchell Parkway) and Rock Prairie Road. Sanitary Sewer Service Area "02-01 '', as shown in Figure 4, consists of approximately 730 acres of agricultural, industrial, low and medium density residential and institutional uses. Water Service Area "02-02", as shown in Figure 3, consists of approximately 430 acres of agricultural, low and medium density residential and institutional uses. The land use assumptions, as shown herein, are based on the City's Comprehensive Land Use Plan and the history of development in this portion of the city of the past eight years. Projecting the average growth over the past eight years to the next ten-year period (2012) would result in the addition of approximately 700 new single family dwelling units to the Sanitary Sewer Service Area "02-01 " and 400 new single family dwelling units to the Water Service Area "02-02". The medium density residential in the area, which constitutes a large percentage of both areas, has been estimated at 3.5 dwelling units per acre. It is not anticipated that the commercial or retail properties in these areas will develop in the next ten years. Portions of the commercial property in the Edelweiss area remain vacant and these should build out prior to any commercial development will occur in these two subject areas. It is anticipated that the commercial and retail property within these two service areas will build out in the second 10-year growth window. The Capital Improvement Plan for Sanitary Sewer Service Area "02-01 " and Water Service Area "02-02" were both developed using the Land Use Assumptions for the service area. The sewer line that will be extended to serve this area consists of approximately 1800 linear feet of 18-inch and 3 800 linear feet of 12-inch sewer. These two sanitary sewer lines are located such that they will serve the entire "02-01" service area, as seen in Figure 6. The preliminary estimated project cost is $935,256. These costs include engineering and design, land acquisitions, and construction costs. The water lines that will be extended to serve this area consist of approximately 9300 linear feet of 12-inch water line. These water lines are located such that they will serve the entire "02-02" service area as seen in Figure 5. The preliminary estimated project cost is $1,483,465. These costs include engineering and design, land acquisitions, and construction costs. ;Uitchell &;Uorgan, LLP..................................................................... - 2 - I I I The costs subject to impact fees are proportioned by the ratio of new Living Unit Equivalents (LUE's) to the total Living Equivalents served. Below is the cost allocation factor, cost recovery and maximum impact fee allowable for both Sanitary Sewer Service Area "02-01 " and Water Service Area "02-02". Sanitary Sewer Cost Allocation Total New LUE 's ........................................................................................... 2774 Total LUE's served ........................................................................................ 3245 Cost Allocation Factor .......................................................... 2774/3245=.85 Phase I Sanitary Sewer Cost Recovery Est. Cost Eligible Cost $935,256 $935,256 Service Distribution ('02-'12) ('12-'22) 36% 64% Recovery Period ('02-'12) ('12-'22) $336,692 $598,564 Sanitary Sewer Impact Fee Calculation Maximum Impact Fee = Cost * cost allocation factor Number of new LUE's I Maximum Sanitary Sewer Impact Fee= ($336,692 * .85)/705 = $405.94 Water Cost Allocation Total New LUE's ........................................................................................... 1546 Total LUE's served ........................................................................................ 2017 Cost Allocation Factor .......................................................... 1546/2017=.77 ;Uitchell &;Uorgan, LLP.......................................................... .. . . . . . . . .. - 3 - I I I I Phase I Water Cost Recovery Est. Cost Eligible Cost Service Distribution Recovery Period ('02-'12) ('12-'22) ('02-'12) ('12-'22) $1,483,465 $1,483,465 100% 0% $1,483,465 $0 Water Impact Fee Calculation Maximum Impact Fee = Cost * cost allocation factor Number of new LUE's I Maximum Water Impact Fee = ($1,483 ,465 * .77)/1546 = $738.85 ;kitchell &;korgan, LLP .................................................................... . - 4 - I ' I Land Use Assumptions Sanitary Sewer Service Area "02-01" and Water Service Area "02-02" Steeplechase/Wellborn Road Area July 2002 Sanitary Sewer Service Area "02-01" The Steeplechase/Wellborn Road Area designated as Sanitary Sewer Service Area "02- 01 " (Figure 1) consists of approximately 730 acres of agricultural, residential, commercial and a small portion of industrial and institutional property. The acreage of existing land uses is shown in Table 1. Table 1 Existing Land Use (Year 2002) Land Use AgriculturalNacant Gross Acres 243 Rural Density Residential (<1/3 d.u./acre) Low Density Residential (1 /3 -2 d.u./acre) Medium Density Residential (3 - 6 d.u./acre) High Density Residential (7 - 9 d.u./acre) Residential Attached (10 -20 d.u./acre) Commercial/Industrial Parks Schools 360 102 0 0 9 14 0 2 TOTAL 730 Acreages throughout do not make allowances for street rights-of-way, therefore the reduction of developable land due to these is taken into account through densities as described on page 15. fttitchell &;korgan, LLP..................................................................... -5 - Water Service Area "02-02" The Steeplechase/Wellborn Road Area designated as Water Service Area "02-02" (Figure 1) consists of approximately 433 acres of agricultural, residential, commercial and a small portion of industrial and institutional property. The acreage of existing land uses is shown in Table 2. Table 2 Existing Land Use (Year 2002) Land Use AgriculturalN acant Rural Density Residential (<1/3 d.u./acre) Low Density Residential (1 /3 - 2 d.u./acre) Medium Density Residential (3 -6 d.u./acre) High Density Residential (7 -9 d.u./acre) Residential Attached (10 -20 d.u./acre) Commercial/Industrial Parks Schools Assumptions Gross Acres 125 266 24 0 0 9 7 0 2 TOTAL 433 The land use assumptions are based on the City's Comprehensive Land Use Plan as seen in Figure 2 and the history of development in the area over the last 8 years. Heavy residential development has been occurring in the Edelweiss and Steeplechase Subdivisions along Wellborn Road just south and east of the subject area. Development in this general area began seriously in 1989 and has progressed steadily since. At present, the residential portion of these subdivisions are almost fully developed, with the commercial tracts in the development still largely vacant. The growth in these areas has over the past 8 years has added over 700 new single-family dwelling units. Projecting this same growth rate through the next 10 year period (2002-2012) for the subject areas will result in approximately 700 new single-family dwelling units to the Sanitary Sewer Service Area "02-01 " and 400 new single-family dwelling units to Water Service Area "02-02". This difference in numbers of dwelling units is due to the size of the two service areas. The sanitary sewer area is based upon topography and existing customers served with other sewer lines and is therefore approximately 300 acres larger than the water service area. The water service area has been determined based upon the proposed City annexation boundary, the existing Certificate of Convenience and Necessity (CCN) area and the existing contract between the City of College Station and the Wellborn Special Utility District. faitchell &;1torgan, LLP.............. ... .. .. .. . . .. .. .. .. .. .. .. .. .. .. .... .. .. .. .. .. .... .. .. . . -6 - I I Single-family densities in the area (developing under the medium density residential land use category) have averaged between 3.5 and 4.5 dwelling units per acre (depending on whether one includes rights-of-ways in the calculation). It is not anticipated that the proposed commercial acreage in either the sewer or water service areas will be developed within the ten year period from 2002 to 2012. Existing commercial square footage along Wellborn Road still has not been absorbed and will probably take through the projected time frame (2002-2012) to develop. Although there have been a number oflarge scale commercial projects constructed in the last few years in College Station, the majority have been constructed more centrally located within the City and not on this western edge of the developed city limits. It is reasonable to expect that more neighborhood commercial will develop along the western side of Wellborn Road and at the comer of Wellborn and Gandy Roads. However, it is not anticipated that the commercial property within this service area will be utilized until the commercial area in the Edelweiss and Steeplechase areas are fully developed. It is difficult to predict the timing for the development of the mixed use property at the comer of Wellborn Road and FM 2818 (Harvey Mitchell Parkway). Because of the unknowns with the TxDOT SH40 alignment and the ongoing discussion regarding the Wellborn Road rail relocation, these tracts may not consolidate and develop for some time. Then again an aggressive developer may construct on these tracts immediately, the infrastructure will be in place to support the development and the only difficult issues will be the ultimate alignment of these major transportation items. The land uses and acreages that are projected to develop within the first ten year window (2002-2012) for Sanitary Sewer Service Area "02-01" are shown in Table 3. Land Use Table 3 Sanitary Sewer Service Area "02-01" Growth Projections (2002-2012) Rural Density Residential (<1/3 d.u./acre) Low Density Residential (1 /3 - 2 d.u./acre) Medium Density Residential (3 -6 d.u./acre) High Density Residential Commercial/Office/Industrial Institutional SH40ROW Parks TOTAL Gross Acres 20 35 190 0 0 0 77 _] 329 fttitchell &;korgan, LLP..................................................................... - 7 - r r I I I I The land uses and acreages that are projected to develop within the second ten year window (2012-2022) for the Sanitary Sewer Service Area "02-01 " are shown in Table 4. Land Use Table 4 Sanitary Sewer Service Area "02-01" Growth Projections (2012-2022) Rural Density Residential (<1/3 d.u./acre) Low Density Residential (1 /3 -2 d.u./acre) Medium Density Residential (3 -6 d.u./acre) High Density Residential Commercial/Office/Industrial Institutional SH40ROW Parks TOTAL Gross Acres 20 31 200 10 124 9 0 _7 401 The land uses and acreages that are projected to develop within the first ten year window (2002-2012) for Water Service Area "02-02" are shown in Table 5. Land Use Table 5 Water Service Area "02-02" Growth Projections (2002-2012) Rural Density Residential (<1/3 d.u./acre) Low Density Residential (1 /3 -2 d.u./acre) Medium Density Residential (3 -6 d.u./acre) High Density Residential Commercial/Office/Industrial Institutional SH40ROW Parks TOTAL Gross Acres 0 0 114 0 0 0 68 __l 185 ;kitchell &;korgan, LLP .................................................................... . -8 - I I The land uses and acreages that are projected to develop within the second ten year window (2012-2022) for the Water Service Area "02-02" are shown in Table 6. Land Use Table 6 Water Service Area "02-02" Growth Projections (2012-2022) Rural Density Residential (<1/3 d.u./acre) Low Density Residential (1 /3 -2 d.u./acre) Medium Density Residential (3 -6 d.u./acre) High Density Residential Commercial/Office/Industrial Institutional SH40ROW Parks TOTAL Gross Acres 0 0 195 0 46 2 0 _5 248 ;1titchell &;1torgan, LLP..................................................................... -9 - I Capital Improvement Plan Sanitary Sewer Service Area "02-01" and Water Service Area "02-02" Existing Facilities Sanitary Sewer The Sanitary Sewer Service Area "02-01 ", as previously discussed is shown on Exhibit 1. This service area is located within the South Fork of Bee Creek Drainage Basin. Sanitary sewer service to this basin is currently provided through an existing 18" gravity sanitary sewer line, which terminates just north of West Ridge Drive between Pronghorn Lane and Pintail Lane in the Steeplechase Subdivision. This sewer line carries wastewater under FM 2818 toward the A&M Consolidated High School and then down Bee Creek toward Texas Avenue at the City Police Station and then on to the Carter Creek Wastewater Treatment Plant. These existing facilities as described are all located outside the Sanitary Sewer Service Area "02-01 ". Cost recovery related to the existing treatment plant and the existing sanitary sewer line, as described above, are not being considered within this service area at this time. Water The Water Service Area "02-02'', as previously discussed is shown on Exhibit 2. This service area is located adjacent to and west of Wellborn Road between FM 2818 and Rock Prairie Road. Water service to this area is provided through an existing 36" water line along Wellborn Road. This water line carries water from the Dowling Road Pump Station located adjacent to Water Service Area "02-02" to the southern portion of College Station. Cost recovery related to the water wells and pumps are not being considered within this service area at this time. Projected Facilities Sanitary Sewer The sewer line that will be extended to serve this area consists of approximately 1800 linear feet of 18-inch and 3800 linear feet of 12-inch sewer. It is anticipated that these improvements will be designed and constructed under one contract. These two sanitary sewer lines are located such that they will serve the entire "02-01 " service area. The preliminary estimated project cost is $935,256 which is based upon the following: ;1f itchell &;1torgan, LLP .................................................................... . -10 - I I I Table 7 Sanitary Sewer Estimated Construction Cost Item# Description Quantity Units 1 Mobilization L.S. 2ROW Prep L.S. Sewer System Items 318" PVC Sewerline 1815 L.F. 418" PVC w/ 30" Steel Casing by Mechanical Bore 185 L.F. 5 12" PVC Sewerline 3855 L.F. 6 Standard Manhole 14 Ea . 7 Connect to existing manhole Ea . 8Trench Safety (sewer line) 5670 L.F. 9 Contingency (25%) 25% Total Construction Costs Land Acquisition 5670 L.F. Engl neering/Land Surveyi ng/Geotech n ical 15% Sewer Total Unit Price Price $7,500.00 $7,500 $15,000.00 $15,000 $104.00 $188,760 $975.00 $180,375 $45.00 $173,475 $2,500.00 $34,275 $1 ,000.00 $1 ,000 $2.00 $11,340 $147,306 $759,031 $11 .00 $62,370 $113,855 $935,25 Because the sanitary sewer line needed to serve the first 10 year projected growth window is only a 15-inch line and the state law limits the City to collection of the infrastructure costs necessary to service a time frame not to exceed 10 years, service distributions have been made. These service distributions as seen later in this report allow the City to comply with the state law without having to construct this smaller sanitary sewer line and then return 10-15 years later to construct a parallel sanitary sewer line to accommodate the flow increase. The total estimated cost of the Sanitary Sewer improvements is $935,256. These costs include engineering and design, land acquisition, and construction. Although state law permits the inclusion of interest charges and other financing costs in the capital improvements plan, such costs have not been included in this report. Also because project costs are to be adjusted through the amendment process mandated by state law, no inflationary factors have been included in the project estimates. fttitchell &;Horgan, LLP .................................................................... . -11 - Water The water lines that will be extended to serve this area consist of approximately 9300 linear feet of 12-inch water line. It is anticipated that these improvements will be designed and constructed under one contract. These water lines are located such that they will serve the entire "02-02" service area. The preliminary estimated project cost is $1 ,483,465 which is based upon the following: Table 8 Water Estimated Construction Cost Item # Description Quantity Units Unit Price Price 1 Mobilization L.S. $7,500.00 2 ROW Prep L.S . $15,000.00 3 12" PVC Waterline 9340 L.F. $50.00 412" PVC w/ 24" Steel Casing by Mechanical Bore 510 L.F. $800.00 5 Fire Hydrant Assembly 23 Ea. $1,800.00 6 Connect to existing system 2 Ea. $2,000.00 ?Trench Safety (water line) 9340 L.F. $1.00 8 Contingency (25%) 25% Construction Costs Land Acquisition 9340 L.F. $11 .00 Engineering/Land Surveying/Geotechnical 15% Water Total Unlike the sanitary sewer, the 12-inch waterline, because of the radial water li ne feed, is required both for the 10-year build out scenario as well as for the ultimate build out of Water Service Area "02-02", therefore the service distribution cited later in this report is 100% for the first ten years of development. $7,500 $15,000 $467,000 $408,000 $40,860 $4,000 $9,340 $232,300 $1,1 84,000 $1 02,740 $196,725 $1,483,465 faitchell &faorgan, LLP .................................... .. . .. . .. . .. . . .. . .. . .. . .. . . . . . . . . . -12 - I Service Unit Determination The City of College Station has selected the Living Unit Equivalent as the appropriate measure of water and wastewater service consumption by new development in Sanitary Sewer Service Area "02-01 " and Water Service Area "02-02". As used in the Capital Improvement Plan, a "service unit" is defined as a single family residence without regard for the number of bedrooms. A 5/8-inch water meter is the typical size water meter serving a single family residence in the city. Since water use is directly related to sanitary sewer discharge, the water meter size will be used to determine Living Unit Equivalents for non-residential land uses. The 5/8-inch meter is considered one unit. Other meter sizes are proportioned Living Unit Equivalents according to their flow relationship to the 5/8-inch meter. Living Unit Equivalents for residential structures are shown in Table 9, while those for non-residential structures is shown in Table 10. Table 9 Living Unit Equivalents Residential Structures TY..ee o{_Structure Unit LUE Single Family Dwelling Structure 1 (all sizes/no. of bedrooms) Duplex Duplex 2 (all sizes/no. of bedrooms) Triplex Triplex 3 (all sizes/no. of bedrooms) Fourplex Fourplex 4 (all sizes/no. ofbedrooms) Multi-family (one and two bedroom units) Unit 0.75 (three and more bedroom units) Unit 1 Mobile Home Mobile Home 0.75 (space) faitchell &;1torgan, LLP .................................................................... . -13 - Meter Size 5/8 inch simple 3/4 inch simple 1 inch simple 1-1 /2 inch simple 2 inch simple 2 inch compound 2 inch turbine 3 inch compound 3 inch turbine 4 inch compound 4 inch turbine 6 inch compound 8 inch compound 6 inch turbine 10 inch compound 8 inch turbine 10 inch turbine 12 inch turbine Table 10 Living Unit Equivalents Non-Residential Structures Projected Growth of Living Unit Equivalents LUE/Meter Size 1.5 2.5 5 8 8 10 16 24 25 42 50 80 92 115 160 250 330 It is necessary to establish relationships between Living Unit Equivalents and the various land uses. The following density relationships have been determined after a review of developed land uses within the city, a comparison of consumption rates of each land use category and comparisons with design recommendations of the American Society of Civil Engineers. The service unit to be applied is a typical single family dwelling without regard to the number of bedrooms. Such a unit is otherwise referred to as a "dwelling unit" and for the purpose of this plan the two terms are interchangeable. The following table itemizes the projected densities per land use category. These numbers take into account the loss of acreage to rights-of-ways. faitchell &;1torgan, LLP ... .. . . . . . . . . . . . . . . . . . . . .. . . . . . .. . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -14 - I Table 11 Projected Densities Per Land Use Category Land Use Category Rural Density Residential (<1/3 d.u./acre) Low Density Residential (1 /3 - 2 d.u./acre) Medium Density Residential (3 -6 d.u./acre) High Density Residential (7 -9 d.u./acre) Residential Attached (Multi-family) Commercial/Industrial Dwelling Units per Acre .25 Parks Schools/Institutional Agricultural 1 3.5 7.5 15 10 0 2 0 Sanitary Sewer Service Area "02-01" LUE Calculations The existing land use acreages and living unit equivalents for the Sanitary Sewer Service Area "02-01 " are shown in Table 12. Table 12 Sanitary Sewer Area "02-0 l " Existing LUE' s Land Use Acres LUE/Acre LUE's AgriculturaVV acant 243 0 0 Rural Density Residential (<1/3 d.u./acre) 360 .25 90 Low Density Residential (1 /3 -2 d.u./acre) 102 1 102 Medium Density Residential (3 - 6 d.u./acre) 0 3.5 0 High Density Residential (7 - 9 d.u./acre) 0 7.5 0 Residential Attached (Multi-family @ 10--20 d.u./acre) 9 15 135 Commercial/Industrial 14 10 140 Parks 0 0 0 Institutional 2 2 4 TOTALS 730 471 faitchell &faorgan, LLP .................................................................... . -15 - The acreages and living unit equivalents projected to develop in Sanitary Sewer Service Area "02-01 " within the first ten year window are shown in Table 13. Table 13 Sanitary Sewer Area "02-01" Projected Growth in LUE's (2002-2012) Land Use Acres LUE/Acre LUE's Agricultural/Vacant 0 0 0 Rural Density Residential (<1/3 d.u./acre) 20 .25 5 Low Density Residential (1 /3 -2 d.u./acre) 35 1 35 Medium Density Residential (3 -6 d.u./acre) 190 3.5 665 High Density Residential (7 -9 d.u./acre) 0 7.5 0 Residential Attached (Multi-family @ 10-20 d.u./acre) 0 15 0 Commercial/Industrial 0 10 0 Parks 7 0 0 SH40ROW 77 0 0 Institutional Q 2 Q TOTALS 329 705 faitchell &faorgan, LLP...... .... .. .. . .. .... .. .. .. .. .... .. ... .. .. .... .. .. . .. . .. . .. . .. ... ... . -16 - The acreages and living unit equivalents projected to develop in Sanitary Sewer Service Area "02-01 " during the second ten year window are shown in Table 14. Table 14 Sanitary Sewer Area "02-0 l" Projected Growth in LUE's (2012-2022) Land Use Acres LUE/Acre LUE's Agricultural/Vacant 0 0 0 Rural Density Residential (<1/3 d.u./acre) 20 .25 5 Low Density Residential (1 /3 - 2 d.u./acre) 31 1 31 Medium Density Residential (3 -6 d.u./acre) 200 3.5 700 High Density Residential (7 -9 d.u./acre) 10 7.5 75 Residential Attached (Multi-family @ 10-20 d.u./acre) 0 15 0 Commercial/Industrial 124 10 1240 Parks 7 0 0 SH40ROW 0 0 0 Institutional 2 2 18_ TOTALS 401 2069 ;kitchell &;korgan, LLP..................................................................... -17 - Water Service Area "02-02" LUE Calculations The existing land use acreages and living unit equivalents for the Water Service Area "02-02" are shown in Table 15. Table 15 Water Service Area "02-01" Existing LUE's Land Use Acres LUE/Acre LUE's Agricultural/Vacant 243 0 0 Rural Density Residential (<1/3 d.u./acre) 360 .25 90 Low Density Residential (1 /3 -2 d.u./acre) 102 1 102 Medium Density Residential (3 -6 d.u./acre) 0 3.5 0 High Density Residential (7 -9 d.u./acre) 0 7.5 0 Residential Attached (Multi-family @ 10-20 d.u./acre) 9 15 135 Commercial/Industrial 14 10 140 Parks 0 0 0 Institutional i 2 1 TOTALS 433 471 fi'titchell &;itorgan, LLP..................................................................... -18 - The acreages and living unit equivalents projected to develop in Water Service Area "02- 02" within the first ten year window are shown in Table 16. Table 16 Water Service Area "02-02" Projected Growth in LUE's (2002-2012) Land Use Acres LUE/Acre LUE's Agricultural/Vacant 0 0 0 Rural Density Residential (<1/3 d.u./acre) 0 .25 0 Low Density Residential (1 /3 -2 d.u./acre) 0 1 0 Medium Density Residential (3 -6 d.u./acre) 114 3.5 399 High Density Residential (7 -9 d.u./acre) 0 7.5 0 Residential Attached (Multi-family @ 10-20 d.u./acre) 0 15 0 Commercial/Industrial 0 10 0 Parks 3 0 0 SH40ROW 68 0 0 Institutional Q 2 Q TOTALS 185 399 fttitchell &;Uorgan, LLP..................................................................... -19 - The acreages and living unit equivalents projected to develop in Water Service Area "02- 02" during the second ten year window are shown in Table 17. Table 17 Water Service Area "02-02" Projected Growth in LUE's (2012-2022) Land Use Acres LUE/Acre LUE's Agricultural/Vacant 0 0 0 Rural Density Residential (<1/3 d.u./acre) 0 .25 0 Low Density Residential (1/3 - 2 d.u./acre) 0 1 0 Medium Density Residential (3 -6 d.u./acre) 195 3.5 683 High Density Residential (7 -9 d.u./acre) 0 7.5 0 Residential Attached (Multi-family @ 10-20 d.u./acre) 0 15 0 Commercial/Industrial 46 10 460 Parks 5 0 0 SH40ROW 0 0 0 Institutional 2 2 1 TOTALS 248 1147 faitchell &faorgan, LLP............ .. . . . . . . . . .. . . . . . . . . . . . . . .. . . . . . . . . . . . . .. . . . . . . . . . . . . . . .. -20 - Sanitary Sewer Area "02-01" Impact Fee Calculation The costs subject to impact fees are proportioned by the ratio of new Living Unit Equivalents to the total Living Equivalents served. Below is the cost allocation factor used in the impact fee calculation. In addition, outlined below is the eligible cost and cost recovery allowable for the two recovery periods. The maximum impact fee is also listed below and has been calculated at $1 , 127 .61. Cost Allocation Total New LUE's ........................................................................................... 2774 Total LUE's served ........................................................................................ 3245 Cost Allocation Factor .......................................................... 2774/3245=.85 Phase I Cost Recovery Est Cost Eligible Cost $935,256 $935,256 Service Distribution ('02-'12) ('12-'22) 36% 64% Recovery Period ('02-'12) ('12-'22) $336,692 $598,564 Sanitary Sewer Impact Fee Calculation Maximum Impact Fee = Cost * cost allocation factor Number of new LUE's I Maximum Sanitary Sewer Impact Fee = ($336,692 * .85)/705 = $405.94 fttitchell &fttorgan, LLP............. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . -21 - Water Service Area "02-02" Impact Fee Calculation The costs subject to impact fees are proportioned by the ratio of new Living Unit Equivalents to the total Living Equi valents served. Below is the cost allocation factor used in the impact fee calculation. In addition, outlined below is the eligible cost and cost recovery allowable for the two recovery periods. The maximum impact fee is also listed below and has been calculated at $738.85. Cost Allocation Total New LUE 's ........................................................................................... 1546 Total LUE's served ........................................................................................ 2017 Cost Allocation Factor .......................................................... 1546/2017=.77 Phase I Cost Recovery Est Cost Eligible Cost Service Distribution Recovery Period ('02-'12) ('12-'22) ('02-'12) ('12-'22) $1,483,465 $1,483,465 100% 0% $1,483,465 $0 Water Impact Fee Calculation Maximum Impact Fee = Cost * cost allocation factor Number of new LUE's I Maximum Water Impact Fee= ($1,483,465 * .77)/1546 = $738.85 ;1titchell &;1torgan, LLP. .. . . . . . . . .. . .. . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . .. . . . . . . -22 - Schedule 1 Maximum Impact Fee Per Service Unit Service Area Roadway Facilities: (reserved) Water Facilities: Service Unit Maximum Impact Fee 02-02 ........................................... LUE ...................................... $738.85 Sanitary Sewer Facilities: 02-01 ........................................... LUE ...................................... $405.94 Drainage Facilities: (reserved) ;kitchell &;korgan, LLP..................................................................... -23 - Steeplechase & Harley (New/Updated Land Use/CIP/Impact Fees) and Revised Impact Fee Only Timelines ~ r/l OJ..J._e,_, •!• 1/9/03 -Ordinance to City Council establishing 2/13/03 as the public hearing date to consider the land use assumptions and CIP. "To impose an impact fee, a political subdivision must adopt an order, ordinance, or resolution establishing a public hearing date to consider the land use assumptions and capital improvements plan for the designated service area. " •!• 1/11/03 -Send certified letters to any person who has given written notice by "certified or registered mail to the City Secretary or other designated official requesting notice of the hearing within two years preceding the date of adoption of the order, ordinance, or resolution setting the public hearing." •!• 1/11/03 -Publish in the Eagle the notice of the Public Hearing on Land Use Assumptions and Capital Improvement Plan •!• 1/11/03 -Impact Fee Land Use & Capital Improvements Plan Reports must be in City Secretary's Office for review by public •!• 1/16/03 -Advisory Committee (P&Z) Review of Land Use Assumptions, CIP, Impact Fees (if applicable) (Optional) •!• 2/13/03 -City Council Meeting: 7 Agenda Items o Public Hearing to City Council on the Land Use Assumptions and Capital Improvement Plan • Steeplechase Water (03-01) • Steeplechase Sewer (03-02) • Harley Davidson Water o Adoption of Ordinance approving the Land Use Assumptions and Capital Improvement Plan (if tabled, must be voted on no later than 3/13/03) • Steeplechase Water (03-01) • Steeplechase Sewer (03-02) • Harley Davidson Water o City Council to adopt ordinance setting public hearing date of 3/27 /03 as the date to discuss the imposition of impact fees and revised impact fees for: • Steeplechase Water (03-01) • Steeplechase Sewer (03-02) • Harley Davidson Water • All other impact fee areas (revised for credit calculation) •!• 2/25/03 -Publish in the Eagle the notice of the Public Hearing on Impact Fees •!• 2/25/03 -Send certified letters to any person who has given written notice by "certified or registered main to the City Secretary or other designated official requesting notice of the hearing within two years preceding the date of adoption of the order, ordinance, or resolution setting the public hearing." •!• 2/25/03 -Impact Fee Schedules/Calculations must be in City Secretary's Office for review by public •!• 3/6/03 -Advisory Committee (P&Z) meeting for review of Impact Fees (if not approved prior) Steeplechase & Harley (New/Updated Land Use/CIP/Impact Fees) and Revised Impact Fee Only Timelines •:• 3/21103 -Advisory Committee (P&Z) must have written comments on proposed impact fees on file in City Secretary's Office •:• 3/27/03 -City Council Meeting o Public Hearing to City Council on Impact Fees • Steeplechase Water (03-01) • Steeplechase Sewer (03-02) • Harley Davidson Water-==-• All C) ~ wf"'~ ~o.-o o Adoption of Ordinance approving the Impact Fees • Steeplechase Water (03-01) • Steeplechase Sewer (03-02) • Harley Davidson Water • All other Impact Fee areas