1999-11-30CAPITAL IMPROVEMENTS ADVISORY COMMITTEE (CIAC) MEETING
November 30, 1999
Ift. MINUTES
CIAC Members Present: Chairman Ann Creighton; Members: Michael Boutte, Ann Creighton,
Kenneth Horne, Dennis King, and C.D. Peebles
Staff Present: Assistant City Manager Shana Yelverton, Director of Economic Development Greg
Last, Senior Planner Chris Carpenter, Finance Director Sharen Elam, Public Works Director Ron
Harper, Asst. to the Public Works Director Valerie Bradley, Senior Civil Engineer Shawn Poe, City
Engineer Charlie Thomas, Planner Kenneth Baker, Fiscal Planning Consultant Lewis McLain and
Deanne McLain, Terry Watson, Wayne Kurfees, and David Hallion with Kimley-Horn & Associates,
Eddie Cheatham with Cheatham & Associates, and Secretary to the City Manager Kim Bush.
Agenda Item No. 1, Call to order. The meeting was called to order by Chairman Ann Creighton at
7:00 p.m.
Agenda Item No. 2. Administrative Comments.
Assistant City Manager Shana Yelverton announced the birth of a baby girl to Administrative
Secretary Tammy Smith. There were no other administrative comments.
�., Agenda Item Nos. 3-7, Discussion.
Lewis McLain, Fiscal Planning consultant and coordinator for the project, presented the information
for all discussion items on the agenda as one formal presentation. His goal was to pull together all
the pieces of the study to begin to draw things to conclusion. He began by reviewing the major
components of the study that had already been presented to the CIAC and then introduced a list of
new material for discussion. Examples of new material for discussion included the following:
• Land Use Assumptions were reduced slightly from earlier versions to reflect an aggressive
but realistic growth scenario.
• Roadway vehicle -mil projections were adjusted to reflect the significant load carried by
state highways.
• Upward cost revisions for water projects related to the regional water system.
• Calculation of financing costs and study costs.
• Summary accounting of impact fee monies collected, interest earned, amounts spent since
inception and resulting fund balances.
• Issues related to collections levels.
He noted that the Land Use Assumptions have been refined upon further study, however, the numbers
still represent an aggressive growth scenario. He then pointed out that the traffic engineers developed
an adjustment to reflect loads carried by state highway facilities so that the supply and demand ratios
were more accurate. He pointed out that a further revision had been made to the water CIP to cover
all facilities included in the regional system.
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November 30, 1999
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Mr. McLain pointed out that there have been significant changes to the Land Use Plan from the 1996
study. These changes reflect the shift in zoning philosophy and densities. The population expected
through buildout has been reduced, but the employment population expected during the ten-year
window had dramatically increased. Total employment absorption is about the same, however, its
growth has begun to accelerate. The impact of these changes on the water/wastewater study is
minimal. The changes do not justify a downsizing of the system. (Example — the Denton Creek
Pressure System lines have been built to a certain size and this does not change based on the new
figures.) Impacts to the wastewater were also minimal.
C.D. Peebles asked about revisions to the land use assumptions and wanted to know why the
employment expectations have been reduced. Chris Carpenter explained the further research that had
been done to ensure that the projections for the ten-year window were realistic. The ultimate figures
were determined to be appropriate, but the absorption rates for the ten-year window were thought to
be too aggressive. This caught staff's attention because square footage calculated with the most recent
projections were roughly equivalent to four times the size of Grapevine Mills Mall.
C.D. Peebles asked if the absorption rates used were Southlake specific or based on northeast Tarrant
County averages. Chris Carpenter noted that staff focused on DFW Airport studies. Kenneth Horne
asked if staff discussed the development of the Timarron tracts. Chris Carpenter and Greg Last
relayed the content of those discussions, pointing out that the developers were able to provide square
footages and projections that were helpful to the process.
Dennis King asked for clarification of discussion of absorption rates with Timarron representatives
and then with experts who analyze trends. Did staff structure new projections as a hybrid. Kenneth
Horne stated that S.H. 114 would be under construction during the first several years of the ten-year
window. Greg Last noted that the study is reviewed every three years. C.D. Peebles pointed out that
he wanted to make sure we do not miss the mark, and then asked about the impact of land use
assumptions on the water and sewer system. Lewis McLain pointed out that water and wastewater
capacity is usually installed ahead of growth and sized early. Greg Last pointed out that an
adjustment to population/employment figures would normally not result in an incremental reduction in
the size of the line.
Ann Creighton asked for more information on the adjustment methodology for state highways. Lewis
McLain pointed out that the state highways will accommodate much of the traffic generated in certain
service areas. Terry Watson noted that state highways were considered during the 1996 study (58%
level) — when the demand was reviewed this year, the consultants looked at the system zone by zone
for commercial growth and the use of state highways. C.D. Peebles discussed the collateral effects of
the growth on local roads. Terry Watson pointed out that local roads are accounted for as part of the
adjustment. Discussion then focused on the appropriateness of the adjustment, and the CIAC
reviewed each zone by zone. Greg Last further clarified that the adjustment is only applied to
commercial properties, thus, the consultants are assuming F.M. 1709 and S.H. 114 will accommodate
80 % of the traffic, leaving 20 % to be accommodated by local roads.
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November 30, 1999
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Discussion was held about the consultant's process and the need for a rational nexus. Ms. Creighton
asked if some numbers could be run to assess the effects on the bottom line — while it is appropriate to
explore the nuances of this new adjustment concept, if minor changes have little effect on bottom line
then so be it. The consulting engineers agreed to review each adjustment.
Lewis McLain resumed his discussion of the study components. He compared cost per vehicle mile
for 1996 vs. 1999. The 1999 study reveals a significantly higher cost per vehicle mile and the range
or spread between totals by service areas. He points out that the maximum fee is lower than the total
cost per vehicle mile due to deficiencies resulting when you have more demand than supply. Having
more supply than demand does not change total/maximum fee because the excess is allocated beyond
the ten-year window.
Mr. McLain then discussed the highlights of the water and wastewater fees, pointing out the increased
costs for the CIP and the study costs. He discussed his equilibrium fee adjustment to account for the
fact that homeowners who pay impact fees then become utility customers whose rates also help pay
for the debt service on capital projects. He noted that in 1996 the maximum fee advertised was
actually the equilibrium. For this study, he has also calculated an adjustment of 50 % - mirroring the
HB2045 requirement which almost became law during the last legislative session. Even with this
adjustment, the proposed fee would be increased almost $400/SFLUE for water.
C.D. Peebles commented that in his opinion the committee should comment only on the maximum
fee, but if they were going to comment on the collection fee he would need more information. Lewis
McLain reiterated that the CIAC could choose any approach they would like.
Mr. McLain continued to explain that the 50 % adjustment for wastewater still allows for an increase
over the current collection rate.
Mr. McLain asked the committee if they wanted to review the detailed supporting schedules for
roadway fee calculations. The committee then discussed the impacts of the demand/supply in certain
services areas. Lewis McLain explained that deficiencies essentially drive down the fees in some
areas. The deficiencies indicate more demand than supply. This is true, in spite of a large and
aggressive CIP. He then discussed the cost allocation by existing/ten-year/future capacity demands.
Essentially $35 million is attributable to this study's ten-year window. To illustrate cost variations by
service area, Mr. McLain showed the proposed CIP improvements by component and by service area.
This information was also shown in vehicle miles. Signals, intersections, ROW, and other
components account for the variances in cost and fees by service area. The committee then spent time
comparing the projects to be built as a result of the ten-year CIP. The 1999 study shows a much
larger CIP with more allocation within the ten-year window to account for the urgency to build
projects.
To meet the statutory requirement of providing a periodic financial report to the CIAC (to be
forwarded to the City Council), Mr. McLain presented fund balance information by fee. He showed
that $3.5 million in water fees had been collected for a total of $3.8 million in revenues (including
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November 30, 1999
Page 4 of 4
interest income) and the City has spent $2.2 million. In wastewater, total collected is $5 million and
total spent is $3.16 million.
Roadways have resulted in collections of $1.4 million. Little has been spent to date, but was not
anticipated that there would be expenditures during the first three years.
The committee was provided with an analysis of how financing costs that can be paid through impact
fees were calculated. Interest costs were calculated to range from 25-34%, depending on bond market
rates.
The remaining steps for the study were then reviewed. Lewis McLain pointed out that the
staff/consulting team sincerely wants to provide the information needed so the CIAC might draft
comments to present to City Council. He pointed out that the comments can consist of anything the
CIAC wants.
The committee discussed meeting on December 9 at 6:00 p.m., prior to the regular Planning and
Zoning meeting, to formulate items to include in the comment letter to City Council. Shana
Yelverton will provide copies of previous minutes and pull together suggested points to include in the
comment letter.
Agenda Item No. 8. Adjournment.
There being no further business to discuss the meeting adjourned at 10:00 p.m.
Chairman Ann Creighton
ATTEST:
Kim Bush
Secretary to the City Manager