Item 8CCity of Southlake, Texas
M E M O R A N D U M
February 18, 2003
To: Billy Campbell, City Manager
From: Pedram Farahnak, P.E., Director of Public Works, 481-2308
st
Subject: Ordinance No. 841, 1 reading, approval of wholesale system access
fees required by the contract for water service between the City of
Southlake and the City of Fort Worth dated September 4, 2002.
st
Action Requested
: Ordinance No. 841, 1 reading, approval of wholesale system
access fees required by the contract for water service between the
City of Southlake and the City of Fort Worth dated September 4,
2002.
Background
Information:
On August 6, 2002 the Southlake City Council authorized the
Mayor to execute a contract for water service between the City of
Fort Worth and the City of Southlake for wholesale purchase of
water. Subsequently, the Fort Worth City Council authorized and
th
executed the contract on September 4, 2002.
In accordance with section 16.1, “System Access Fees”, on a
quarterly basis, Southlake agreed to pay Fort Worth a wholesale
system access fee for each new or enlarged connection for water
service made within the quarter within Southlake’s service area
served by the General Benefit Facilities of the Fort Worth Water
System. The wholesale system access fee to Southlake for each
such connection shall be based upon the size of water meter.
Sections 16.1 through 16.9 of the water service contract between
Southlake and Fort Worth has been included for your review with
this memorandum. Attached to this memorandum is also the
“System Access Fees” (Impact Fee Collection Schedule) ranging
from $372.05 for a ¾” to $28,525.07 for a 10” meter.
Financial
Consideration:
Not applicable.
Citizen Input/
Board Review:
Not applicable.
Legal Review:
The City Attorney has prepared Ordinance No. 841.
Alternatives:
Not applicable.
Supporting
Documents:
Ordinance No. 841
System Access Fee or Impact Fee Collection Schedule
Section 16.1 through 16.9 of Water Service Contract with Fort
Worth
Staff
Recommendation:
Approval of wholesale System Access Fees required by the
contract for water service between the City of Southlake and the
City of Fort Worth dated September 4, 2002.
Staff
Contact:
Pedram Farahnak, P.E., Director of Public Works, 481-2308
CC: Sharen Elam, CPA, Director of Finance
ORDINANCE NO. (04
AN ORDINANCE AUTHORIZING THE COLLECTION OF
WHOLESALE SYSTEM ACCESS FEES FOR EACH NEW OR
ENLARGED CONNECTION FOR WATER SERVICE; PROVIDING
THAT THIS ORDINANCE SHALL BE CUMULATIVE OF ALL
ORDINANCES; PROVIDING A SEVERABILITY CLAUSE;
PROVIDING A SAVINGS CLAUSE;AND PROVIDING AN EFFECTIVE
DATE.
WHEREAS, the City of Southlake, Texas, is a home rule city acting under its charter adopted by the
electorate pursuant to Article XI, Section 5 of the Texas Constitution and Chapter 9 of the Local Government Code;
and
WHEREAS, on September 4,2002, the City of Southlake entered into an agreement with the City of Fort
Worth,City Secretary Contract No. 27958(the"Wholesale Water Contract"),to provide water service to citizens of
the City of Southlake;and
WHEREAS, Section 16 of the Wholesale Water Contract provides that the City of Southlake shall pay to
Fort Worth a Wholesale System Access Fee for each new or enlarged connection for water service made within the
City's service area and served by the City of Fort Worth;and
WHEREAS,the City of Fort Worth has adopted and imposed a new schedule of Wholesale System Access
Fees effective 12002 as shown in the attached Exhibit"A";and
WHEREAS, the city council of the City of Southlake desires to provide for the collection of Wholesale
System Access Fees for each new or enlarged connection for water service in accordance with Exhibit"A"_
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
SOUTHLAKE,TEXAS:
SECTION 1.
WHOLESALE SYSTEM ACCESS FEES
The City of Southlake hereby adopts the Wholesale System Access Fees set forth in the attached Exhibit
"A" and authorizes the collection of such Wholesale System Access Fees for each new or enlarged connection for
water service made within the City's water service area after the effective date of this ordinance. The Wholesale
System Access Fees shall be in addition to any other applicable fees for water improvements and service adopted by
the City.
SECTION 2.
PAYMENT OF FEES
No water tap shall be issued until payment of such Wholesale System Access Fee is received by the City,
except as provided otherwise by contract.
Wholesale System Access Fee.doc Page I
SECTION 3.
CUMULATIVE CLAUSE
This ordinance shall be cumulative of all provisions of ordinances of the City of Southlake, Texas, except
where the provisions of this ordinance are in direct conflict with the provisions of such ordinances, in which event
the conflicting provisions of such ordinances are hereby repealed.
SECTION 4.
SEVERABILITY CLAUSE
It is hereby declared to be the intention of the city council that the phrases, clauses, sentences,paragraphs
and sections of this ordinance are severable, and if any phrase, clause, sentence, paragraph or section of this
ordinance shall be declared unconstitutional by the valid judgment or decree of any court of competent jurisdiction,
such unconstitutionality shall not affect any of the remaining phrases, clauses, sentences,paragraphs and sections of
this ordinance, since the same would have been enacted by the city council without the incorporation in this
ordinance of any such unconstitutional phrase,clause,sentence,paragraph or section.
SECTION 5.
SAVINGS CLAUSE
All rights and remedies of the City of Southlake are expressly saved as to any and all violations of the Code
of Ordinances of the City of Southlake, as amended, or any other ordinances affecting fees which have accrued at
the time of the effective date of this ordinance; and, as to such accrued violations and all pending litigation, both
civil and criminal, whether pending in court or not, under such ordinances, same shall not be affected by this
ordinance but may be prosecuted until final disposition by the courts.
SECTION 6.
EFFECTIVE DATE
This ordinance shall be in full force and effect from and after its passage and publication as required by
law,and it is so ordained.
PASSED AND APPROVED ON FIRST READING ON THIS DAY OF ,
2002.
MAYOR
ATTEST:
CITY SECRETARY
Wholesale System Access Fee.doc Page 2
PASSED AND APPROVED ON SECOND READING ON THIS DAY OF ,
2002.
MAYOR
ATTEST:
CITY SECRETARY
APPROVED AS TO FORM AND LEGALITY:
City Attorney
Wholesale System Access Fee.doe Page 3
Impact Fee
Collection Schedule
Meter Size Equivalent Water
Factor Impact Fees
3/4" 1.00 $372.05
1" 1.67 $621.32
1-1/2" 3.33 $1,238.93
2" 5.33 $11983.03
3" 10.00 $3,720.50
4" 16.67 $61202.07
6" 33.33 $125400.43
8" 53.33 $19,841.43
10" 76.67 $28,525.07
f
�I
13.
Sanitary Sewer Facilities
13.1 The Customer agrees that it will require all of its 4ustcmers, who are
provided water from the Fort Worth system• to have .adequate sanitari sewage
facilities meeting state health department=equirernents.
14.
Additional Parties
14.1 For ''fIlorth will use its best efforts to provide an adocluate water
supply for all of Its customers. Prior to the approval of additional wholesale
customers. Fort ''North will provide reasonable assurances that the projected
five-year water demands of the then-existing wholesale customers so seraed and
the proposed additional customer can be adequately fulfilled. F,Yt U1'arth will
consu.t with the: '/iato.r System Advisory committee prior to contracting with
additional parties.
15.
Water System Advisory Committee
15.' Customers governing body shall annually appoint a representative to
be a voting rnemPr of the Water System Advisory Committee, whose purpose
snail be to consult with and advise Fcrt Worth, through the Director: on matters
pertaining to corsarvation. •wholesale planning, improvements. graves, wholesale
rate studies, administration, budgets, and additional wholesa}e customers, whether
same be wholesale customers of Customer or Fort Worth. The Cormittee may
establish bylaws governing -he election of officers. meeting dates and other
matters pertinent to its functioning.
16.
Svstem Access Fees
16A (in a quarterly basis, Customer agrees to pay to Fart `Alorth a
4'Vhokasale System Access Fee for each new or enlarUed connection for water
serdlce made within the quarter within Cilstomer's 5?n✓ice area S�-'rbed by the
Generai EeneR Facilities of the Fort V%lorth 'hater System. i he '01holesale
Svstem Access Fee to the Customer for :�3ch such connection hail be based
upon the size cf viater meter and shall e equal to the Wholesaie Sysem Access
Fee collected for the same size water meter made within the junsdir,tion of For'
Worth The calculation of said Wholesale System Access Fee shall be consistent
with all applicable state and federal regulations, including C;"apter 95, Texas
Local Gorr rnrnent Cede, or any amendment or successor statute _hereto, and
shall include orly these cnsts associated with General Benerit Faciiities
expansions Ind capital improvements necessary to provide service to new
development. 'Nothing within this contract shall be deemed to prevent either Fort
Worth or Customer from charging their own retail customers impact fees in excess
of thr Wholesale System Access Fee pravided for;rierein.
16.2 port s:Vorth agrees that alf monies remitted to it pursuant to this
Section will be piaced in a separate interest bearing aca-�unt to paSi oniy for the
cast of constructing capital Improvements or f u.ility expansions ,as permitted by
Chapter 395. Texas Local Government Code. or any arrendment thereto, or by
any successor statute thereto, and will not Ite used for operation and maintenance
expenses. Qnce expended. such Funds and ail interest earned thereon will be
considered a "contribution"for rate setting purposes only.
16.S Custc;mEer shall provide tc€ Fort I-North such information that relates to
the making of ne.v and/or enlarged connections within its jurisdictis n as may be.
requested by the Director. Including but not lirnited to building permits, with each
quay erty payment required in this section.
16-4 Npithpr Fort Worth nor Customer shall waive any impact fee due
from new or enlarged connectiors to its respective system within its jurisdiction.
However. either Fort 'vVorth or Customer may pay such impact fee into the fund
required for paying fnr the capitai improvements.
15.5 7'ie 'Hater System Advisory Committee created pursuant to Section
15 hereof shall select live f51 of its member.; to a subcommittee to be known as
the Customer ImGMCt F84 (C!FL ,, Every Ehre.F, years. bef,,€nning .'une,
19s-"2. F-rt 'North ,will uindaie the iand use =isaumptions and ..apital rnii)rovem.ents
pion -ipcn which the Syster-n access Fees are based- Jr June 1pS'2
and ever,, three year: thereafter, ,riEv CIFC shall submit a list of f,,,, cualifiEd
engineers or plann ng consultants to the Director. The Director shall select a
consultant from such Dist to assist Fort Worn in developing land use ,assumptions,
dentifying capital improvements, and formulating capital improvement plans and
access fees. The consultant shall be responsible to Fort Worth and its citizen's
advisory committee, but shall .--]so report to the CIFC. The cost of the consultant
shall be deemed a 5'.stem Ccst. In the event tl,e CIFC faiis to submit a, list of five
consultants to Fort 'JVorth, Fort Worth shall select a consuitant to perform in the
ranner described ' (,,rein.
16.6 Fort'Borth agrees that only those capital improvements as defired in
section 1 18 hereof shall be included in the capital improvements plan for the
purpose of determining Wholesale System Access Fees; provided however, For
North may include other cacital improvements for the purpose of determining
impact fees to its av:n retail eustorners. Fort Worth shall not be required to Include
ali capital improvements in any capital improvements plan. The CIFC shall �-"e
responsible for working with Fort Worth and its consultant to determine the capital
improvements to be included A the calculation of any Wholesale System access
Fees. The CIFC shall recommend to the Water System Advisory Committee
which capital improvements shouid be included in the calculation of any Whoiesale
System Access Fees. The CIFC shall also meet with Fort Worth's citizen advisory
committee as such citizen's advisory comrittee reviews and considers land use
assumptions, the;captal improvements plan and impact ees.
15.7 Prior to the adoption of any land use assumptions, capital
improvements, or access fees by Fort `'ly.+'orth. the CIFC shall be furrlshed a copy
of the proposed lard use assumptions, capital improvement plan or ar.:,ess fees at
least o days prior tc any sc leduled nearing thereon. Ary reviswi: access fee
ac,'op:ted pursuant c such updated capital improvements plan shall not take effect
for a period of at least ninety K)days after adoption by Fort'North
163 Each year Fort V Ior*h shall ;provide to the Wholesale:'W',-•ter Advisory
Ccf-.rnittee an audl ed hnanc:al statement of the Fcprt 'Vkjarth VV ter Department's
records.
a i, ._
Fart `A orth and Customer agree that the methoc.oicgy for the
calculation of Wholesale Systarzf Access Fees required herein shati be Consistent
with the methodology prescribed by Chapter 395, Texas Local Govmment Code.
or any amendment or successor statute tt)ereto. in the event that such statutory
methodology is amended or seplaccd by a new statute, the W'hclesale }Water
Advisory Committee may engage legal counsel to work with For Worth to propose
arriendment5 t0 this contrazt to conform i� it to Sufi i amendment Or ne Statute. The
reasonable cost of such legal counsel shall be a System Cest.
?7.
Termination
t 7.1 This aareernent may be terminated in whole or in par, b` the mutual
concert of Customer and For: Worth. NtDtwithstanding anything contained herein
to the contrary, any material breach by either parry hereto to perform any of the
duties or the obligations assumed by such party hereunder or to fa�thfuily keep and
perform any of the terms, conditions and provisions hereof shall '.)e cause for
termination of this :agreement by either parry in the manner set forth in this
paragraph. Fort �.�rorth shall deliver to Customer ninety (90) days prior written
notice of its intention to so terminate this agreement if Customer fa€Is tc cure or
adjust such material breach, including in such notice a seasonable description of
t e hreac'n. f within said ninety (9€)? da':='s Customer shall ail or refuse to cure
such mate ial breach to the satisfaction of Fort*Orth, then and in such event. Fort
fJorth shall have the right, with six months additional advance -,vritten notice to
Customer and without an iy liability whatsoever On the part of Fort V`Jorth. to declare
This agreement terminated. in Lne event Of i�rminaticn of iNs agr0amFnt, all nghts,
powers, and sriviie des of Customer hereunder shall cease anti terminate and
Customer snail mwice ro claim of any kind 4hatscever against r-c rt 'Aicrh. its
agents or represenfatives. reason of such termination or any act incident
thereto. provided Fort %north acted reasonably and such termi^afion was not
unreasonable, arbitrary and capricious. Fort V%lorth shall advise Customer irl
writing lmrnrediately upon acceptance of the cure of any branch.
r,r m
Major Differences between
Major Differences between
Current andProposedContract
Current andProposedContract
A Customer Water Advisory Committee will develop a
A Customer Water Advisory Committee will develop a
Uniform Water Conservation Policy for adoption by
Uniform Water Conservation Policy for adoption by
customer cities to reduce consumption.
customer cities to reduce consumption.
Fort Worth has agreed to Southlake’s second point of
Fort Worth has agreed to Southlake’s second point of
connection for water supply at Fort Worth’s Caylor
connection for water supply at Fort Worth’s Caylor
Road tank. (see map)
Road tank. (see map)
Fort Worth has agreed to construct an additional 48”
Fort Worth has agreed to construct an additional 48”
diameter supply pipe to the Caylor tank at a cost of
diameter supply pipe to the Caylor tank at a cost of
$9,000,000. Southlake’s share of cost is $2,970,000
$9,000,000. Southlake’s share of cost is $2,970,000
which must be paid over 60 months starting in FY
which must be paid over 60 months starting in FY
2004-2005.
2004-2005.
Southlake will be required to collect “System Access
Southlake will be required to collect “System Access
Fees” or impact fees for all new and enlarged
Fees” or impact fees for all new and enlarged
water connections.
water connections.