Deerfield Regional Storm Water District. Meeting Milestones/Logistics

Transcription

1 Deerfield Regional Storm Water District SWAC Meeting No. 3 Storm Water Financing and Level of Service Selection September 22, 2005 Meeting Milestones/Logistics July 27, st Meeting Project Introduction & Overview / Storm Water Management Activities Wed August 31, nd Meeting Storm Water Level of Service, Program Cost & Intro to Funding Options Field Trip September 13 th 2:00 p.m. Sat September 17 th Deerfield Days Thurs September 22, rd Meeting Storm Water Financing & Level of Service Selection Thurs October 27, th Meeting Committee Recommendations 1

2 Meeting Agenda 1. Field Trip Recap 2. Storm Water Funding -- BREAK Level of Service Selection Field Trip Recap 2

3 Storm Water Field Trip Sites Snider Rd Irwin Simpson Rd 6356 Hawk Ct Culvert at 19Whippoorwill 31 Simpson Creek Ponds Location Mason Montgomery Rd Socialville Fosters Rd Interstate Montgomery Rd Greenhaven at Meadow Columbia Rd 12 Irwin Simpson between Columbia & Woodtrail 6 Davis Rd Rich Rd Loveland Park Storm Water Financing Primary Funding Alternatives General fund Reallocate Existing TWP Budget Dedicated Property Tax Mill Levy Dedicated Income Tax (not a TWP option) Special Districts/Watershed Basins Storm Water Utility Dedicated Sales Tax (not a TWP option) Secondary Funding Alternatives Homeowner s Associations Fees/License/Permits Penalties and Fines Developer Contributions Fee-in-Lieu-of Developer Incentives Grant Opportunities 3

4 Storm Water Financing Primary Funding Alternatives General fund Reallocate Existing TWP Budget Dedicated Property Tax Mill Levy Dedicated Income Tax (not a TWP option) Special Districts/Watershed Basins Storm Water Utility Dedicated Sales Tax (not a TWP option) Secondary Funding Alternatives Homeowner s Associations Fees/License/Permits Penalties and Fines Developer Contributions Fee-in-Lieu-of Developer Incentives Grant Opportunities Special Districts/Watershed Basins Advantages Provides additional revenue for storm water program in specific areas of the Township. Stable source of revenue. Disadvantages Districts may only include a portion of the Township. Districts may not be able to afford the increased service fee. Revenues can only be spent within the district in which they are collected though this may not be where storm water management funds are most needed. Allocation of the benefits (or costs) of storm water improvements to each property is a lengthy and cumbersome process that must be done for each district/basin. 4

5 Advantages Utility User Fee Equivalent Residential Unit [ERU Basis] Links service provided to fee for service. Is the most common user fee approach. Simplest user fee option to administer. Sound legal standing. Disadvantages Equity concern - All residential properties pay the same. Residential properties pay the same rate per square foot of impervious area as non-residential properties. Requires establishment of a new or incorporation into an existing billing system (e.g., County tax duplicate; County water and sewer bill) ERU Base Unit Single Family Multi-Family Condominiums Mobile Homes = Flat Fee Governmental Commercial Institutional Industrial Parcel Impervious Area ERU (Sq. Ft.)* * Average 2,000 to 3,500 = Units 5

6 Storm Water Billing Units Units (ERU) = Residential Dwelling Units + Non-Residential Impervious Area Sq. Ft./ ERU ERU = Equivalent Residential Unit Residential Unit Calculation Deerfield Regional Storm Water District Number Number Estimated Average of parcels of units Impervious Area Impervious Area Residential Single Family 7,647 7,647 28,958,424 3,786.9 Residential Duplex* ,139 1,830.3 Residential Triplex* 1 3 7,457 2,485.7 Small Mult-Family ,818 1,219.0 Large Mult-Family 15 3,174 8,257,161 2,601.5 Residential Condominium 1,272 1,272 4,132,982 3,249.2 Total 8,970 12,182 41,499,982 * Actual Impervious Area ERU= 3,407 sq.ft. 6

7 Storm Water Billing Units Units (ERU) = 12,182 + Non-Residential Impervious Area 3,407 ft 2 ERU = Equivalent Residential Unit Estimated ERUs Deerfield Township Total Property Type Number of parcels Impervious Area, (sq. ft.) Estimated ERUs Commercial ,049,808 8,233 Industrial 2 18,169 5 Churches , Schools 13 1,510, City & Government 66 1,223, Commercial Ag Total Non-Residential ,470,702 9,530 Total Residential ,499,982* ESTIMATED ERUs 21,712 * Estimated Value 7

8 Estimated Storm Water Billing Units Units (ERU) = 12, ,470,702 ft 2 3,407 ft 2 Units (ERU) = 12, ,530 = 21,712 ERU = Equivalent Residential Unit Single Family Residence Impervious Area = 3,819 Sq. Ft. ERU = 3,407 Sq. Ft. Property Boundary Developed Area 8

9 Two-Family Residence Impervious Area = 3,625 Sq. Ft. or 1,812.5 Sq. Ft. / unit ERU = 3,407 Sq. Ft. Property Boundary Developed Area U.S. Bank 17,914 Sq. Ft. 3,407 Sq. Ft. = 5.3 ERUs Property Boundary Developed Area 9

10 Northern Hills Synagogue 93,948 Sq. Ft. 3,407 Sq. Ft. = 27.6 ERUs Property Boundary Developed Area Natorp s Garden Stores 154,510 Sq. Ft. = 45.4 ERUs 3,407 Sq. Ft. Property Boundary Developed Area 10

11 Lowe s Home Improvement Warehouse 703,166 Sq. Ft. = ERUs 3,407 Sq. Ft. Property Boundary Developed Area Deerfield Towne Center 1,475,051 Sq. Ft. = 433 ERUs 3,407 Sq. Ft. Property Boundary Developed Area 11

12 King s Auto Mall 2,348,941 Sq. Ft. = ERUs 3,407 Sq. Ft. Property Boundary Developed Area Storm Water Program Options NPDES II Regulatory Compliance Infrastructure O&M Capital Improvements Levels of Service Recommended Program Moderate Program Planning & Management Current Program 12

13 Storm Water User Fee Calculation Monthly User Fee = Monthly Budget Billing Units = $/Month/Unit Billing Units = 21,712 Assumed 95% Collection Rate, rounded down to nearest 1,000 units = 20,000 Billing Units ERU Revenue Scenario Summary Total Annual Revenue $720,000 $ 840,000 $960,000 $1,080,000 $1,200,000 ERUs per Month* 20,000 20,000 20,000 20,000 20,000 Monthly Charge per ERU $3.00 $3.50 $4.00 $4.50 $5.00 * 95% User Fee Collection Rate, rounded down to nearest 1,000 units 13

14 Potential CIPs (Revisited) Estimated Capital Improvement Projects Project Cost 1. Dredging Landen Lake $1,050, Simpson Creek Regional Detention TIF funded 3. Loveland Park Improvements $1,000, Lily Culvert Replacement $400, Shores Culvert Replacement $250, Whippoorwill Culvert Replacement $600, Greenhaven Culvert Replacement $250, Contingency (10% Total) $400,000 TOTAL $3,950,000 Original dredge est. = $1.2M 5 yrs of 3% inflation = $1.4M Landen CSA covers ~25% of Simpson Creek drainage area Proposal: CSA contributes 25% of $1.4M and DRSWD funds contribute the remaining 75% CSA residents receive credit on their bills for this CIP allotment DRSWD funding based on public benefit of Landen Lake: Water quality (sediment basin); Water quantity (flood control) Limited to cap of $1M for parity with other CIP projects within the District Recommended 5-Year 5 Program Budget Activity FY 2006 FY 2007 FY 2008 FY 2009 FY 2010 Operation and Maintenance Program (+3% inflation/yr except for vehicle/equipment) Storm Water System $244,000 $251,000 $259,000 $267,000 $275,000 Detention Basins $22,000 $23,000 $24,000 $25,000 $26,000 Stream Channels $19,000 $20,000 $21,000 $22,000 $23,000 Miscellaneous (Leaf/Brush Collection, Street Sweeping, Misc. O&M) $233,000 $240,000 $247,000 $254,000 $262,000 Vehicle/Equipment Acquisition (NEW - $300,000 over 5 years) $60,000 $60,000 $60,000 $60,000 $60,000 Avg. Annual Cost 5yr Plan Period Cost/ERU per Month SUB TOTAL $578,000 $594,000 $611,000 $628,000 $646,000 $612, Regulatory Compliance Minimum Control 1 - Public Education & Outreach $15,500 $15,500 $12,000 $12,000 $12,000 Minimum Control 2 - Public Participation & Involvement $5,000 $5,000 $5,000 $5,000 $5,000 Minimum Control 3 - Illicity Discharge Detection/Elimination $75,000 $70,000 $20,000 $20,000 $20,000 Minimum Control 4 - Construction Site Runoff Control $500 $500 $500 $500 $500 Minimum Control 5 - Post-Construction Runoff Control $0 $15,000 $0 $0 $0 Minimum Control 6 - Pollution Prevention/Good Housekeeping $13,000 $0 $0 $0 $0 OEPA Application Fee $2,000 $2,000 $2,000 $2,000 $2,000 SUB TOTAL $111,000 $108,000 $39,500 $39,500 $39,500 $68, Capital Improvement Program (Assumes $3.95M/5 years in 2005 dollars - Pay as You Go) SUB TOTAL $790,000 $790,000 $790,000 $790,000 $790,000 $790, Planning and Management Master Plan Study $100,000 $60,000 $0 $0 $0 District Office (1,500 ft^2) $23,000 $23,000 $23,000 $23,000 $23,000 Office Equipment & Supplies $3,000 $3,000 $3,000 $3,000 $3,000 District Staff Administrative $40,000 $40,000 $40,000 $40,000 $40,000 Director $75,000 $75,000 $75,000 $75,000 $75,000 Trustee Stipend / Conferences $15,000 $15,000 $15,000 $15,000 $15,000 Professional Services Engineering $10,000 $10,000 $10,000 $10,000 $10,000 Legal $30,000 $30,000 $30,000 $30,000 $30,000 Accounting $5,000 $5,000 $5,000 $5,000 $5,000 Insurance $2,500 $2,500 $2,500 $2,500 $2,500 Billing $25,000 $25,000 $25,000 $25,000 $25,000 SUB TOTAL $328,500 $288,500 $228,500 $228,500 $228,500 $261, TOTAL ANNUAL PROGRAM COST $1,807,500 $1,780,500 $1,669,000 $1,686,000 $1,704,000 $1,731,

15 Moderate 5-Year 5 Program Budget Activity FY 2006 FY 2007 FY 2008 FY 2009 FY 2010 Operation and Maintenance Program (+3% inflation/yr) Storm Water System $152,000 $157,000 $162,000 $167,000 $172,000 Detention Basins $11,000 $11,000 $12,000 $12,000 $12,000 Stream Channels $10,000 $10,000 $11,000 $11,000 $11,000 Miscellaneous (Leaf/Brush Collection, Street Sweeping, Misc. O&M) $171,000 $176,000 $181,000 $186,000 $192,000 Vehicle/Equipment Acquisition (USED - $215,000 over 5 years) $43,000 $43,000 $43,000 $43,000 $43,000 Avg. Annual Cost 5yr Plan Period Cost/ERU per Month SUB TOTAL $387,000 $397,000 $409,000 $419,000 $430,000 $409, Regulatory Compliance Minimum Control 1 - Public Education & Outreach $15,500 $15,500 $12,000 $12,000 $12,000 Minimum Control 2 - Public Participation & Involvement $5,000 $5,000 $5,000 $5,000 $5,000 Minimum Control 3 - Illicity Discharge Detection/Elimination $75,000 $70,000 $20,000 $20,000 $20,000 Minimum Control 4 - Construction Site Runoff Control $500 $500 $500 $500 $500 Minimum Control 5 - Post-Construction Runoff Control $0 $15,000 $0 $0 $0 Minimum Control 6 - Pollution Prevention/Good Housekeeping $13,000 $0 $0 $0 $0 OEPA Application Fee $2,000 $2,000 $2,000 $2,000 $2,000 SUB TOTAL $111,000 $108,000 $39,500 $39,500 $39,500 $68, Capital Improvement Program (Assumes $3.95M/10 years in 2005 dollars - Pay as You Go) SUB TOTAL $395,000 $395,000 $395,000 $395,000 $395,000 $395, Planning and Management Master Plan Study $100,000 $60,000 $0 $0 $0 District Office (1,500 ft^2) $23,000 $23,000 $23,000 $23,000 $23,000 Office Equipment & Supplies $3,000 $3,000 $3,000 $3,000 $3,000 District Staff Administrative $40,000 $40,000 $40,000 $40,000 $40,000 Director $75,000 $75,000 $75,000 $75,000 $75,000 Trustee Stipend / Conferences $15,000 $15,000 $15,000 $15,000 $15,000 Professional Services Engineering $10,000 $10,000 $10,000 $10,000 $10,000 Legal $30,000 $30,000 $30,000 $30,000 $30,000 Accounting $5,000 $5,000 $5,000 $5,000 $5,000 Insurance $2,500 $2,500 $2,500 $2,500 $2,500 Billing $25,000 $25,000 $25,000 $25,000 $25,000 SUB TOTAL $328,500 $288,500 $228,500 $228,500 $228,500 $261, TOTAL ANNUAL PROGRAM COST $1,221,500 $1,188,500 $1,072,000 $1,082,000 $1,093,000 $1,133, Moderate 5-Year 5 Program Budget (CIPs - 20-yr Bond) Activity FY 2006 FY 2007 FY 2008 FY 2009 FY 2010 Operation and Maintenance Program (+3% inflation/yr) Storm Water System $152,000 $157,000 $162,000 $167,000 $172,000 Detention Basins $11,000 $11,000 $12,000 $12,000 $12,000 Stream Channels $10,000 $10,000 $11,000 $11,000 $11,000 Miscellaneous (Leaf/Brush Collection, Street Sweeping, Misc. O&M) $171,000 $176,000 $181,000 $186,000 $192,000 Vehicle/Equipment Acquisition (USED - $215,000 over 5 years) $43,000 $43,000 $43,000 $43,000 $43,000 Avg. Annual Cost 5yr Plan Period Cost/ERU per Month SUB TOTAL $387,000 $397,000 $409,000 $419,000 $430,000 $409, Regulatory Compliance Minimum Control 1 - Public Education & Outreach $15,500 $15,500 $12,000 $12,000 $12,000 Minimum Control 2 - Public Participation & Involvement $5,000 $5,000 $5,000 $5,000 $5,000 Minimum Control 3 - Illicity Discharge Detection/Elimination $75,000 $70,000 $20,000 $20,000 $20,000 Minimum Control 4 - Construction Site Runoff Control $500 $500 $500 $500 $500 Minimum Control 5 - Post-Construction Runoff Control $0 $15,000 $0 $0 $0 Minimum Control 6 - Pollution Prevention/Good Housekeeping $13,000 $0 $0 $0 $0 OEPA Application Fee $2,000 $2,000 $2,000 $2,000 $2,000 SUB TOTAL $111,000 $108,000 $39,500 $39,500 $39,500 $68, Capital Improvement Program (Assumes $3.95M/20-year bond at 6% int. rate) SUB TOTAL $208,000 $208,000 $208,000 $208,000 $208,000 $208, Planning and Management Master Plan Study $100,000 $60,000 $0 $0 $0 District Office (1,500 ft^2) $23,000 $23,000 $23,000 $23,000 $23,000 Office Equipment & Supplies $3,000 $3,000 $3,000 $3,000 $3,000 District Staff Administrative $40,000 $40,000 $40,000 $40,000 $40,000 Director $75,000 $75,000 $75,000 $75,000 $75,000 Trustee Stipend / Conferences $15,000 $15,000 $15,000 $15,000 $15,000 Professional Services Engineering $10,000 $10,000 $10,000 $10,000 $10,000 Legal $30,000 $30,000 $30,000 $30,000 $30,000 Accounting $5,000 $5,000 $5,000 $5,000 $5,000 Insurance $2,500 $2,500 $2,500 $2,500 $2,500 Billing $25,000 $25,000 $25,000 $25,000 $25,000 SUB TOTAL $328,500 $288,500 $228,500 $228,500 $228,500 $261, TOTAL ANNUAL PROGRAM COST $1,034,500 $1,001,500 $885,000 $895,000 $906,000 $946,

16 DRSWD - Storm Water Level of Service Summary Table Cost / ERU / Operation & Maintenance Month Storm Sewer System - Recommended LOS $ 1.08 Storm Sewer System - Moderate LOS $ 0.68 Detention Basins - Recommended LOS $ 0.10 Detention Basins - Moderate LOS $ 0.05 Stream Channels - Recommended LOS $ 0.09 Stream Channels - Moderate LOS $ 0.04 Miscellaneous - Recommended LOS $ 1.03 Miscellaneous - Moderate LOS $ 0.76 Vehicle/Equipment Acquisition - Recommended LOS ($300K / 5 yrs) $ 0.25 Vehicle/Equipment Acquisition - Moderate LOS ($215K / 5 yrs) $ 0.18 Cost / ERU / Regulatory Compliance Month Phase II NPDES (Minimum Controls 1-6) $ 0.28 Cost / ERU / Stormwater Capital Improvement Projects Month Assumes $3.95 M / 5 years, in 2005 dollars $ 3.25 Assumes $3.95 M / 10 years, in 2005 dollars $ 1.63 Assumes $3.95 M / 20-year Bond $ 0.87 LOS Options $7.21 Program Option (Rec. O&M) $4.72 Program Option (Mod. O&M) $3.94 Program Option (Mod. O&M; CIPs 20-yr bond) Cost / ERU / Planning and Management Month SW Program Planning, Administration, & Professional Services $ 1.09 Based on Assumption of 20,000 Billing Units (95% Collection Rate, rounded down to nearest 1,000 units) Storm Water User Fees Local Communities LOCATION CHARGE/MONTH FUNDING SOUCRES Sheffield Lake, OH $4.85 Utility Fee Loveland, OH $4.00 Utility Fee Sanitation District No. 1 $3.75 Utility Fee Hamilton, OH $3.60 Utility Fee Lebanon, OH $3.50 Utility Fee Middletown, OH $3.25 Utility Fee Forest Park, OH $3.00 Utility Fee Galion, OH $3.00 Utility Fee Mason, OH $3.00 Utility Fee, General Fund Union, OH $3.00 Utility Fee Columbus, OH $2.97 Utility Fee Wooster, OH $2.90 Utility Fee Upper Arlington, OH $2.75 Utility Fee Trenton, OH Dayton, OH $2.60 $2.18 Utility Fee Utility Fee O&M, Reg General Fund - CIPs Cincinnati, OH $2.11 Utility Fee 16

17 Credit Policy Characteristics Fair and Equitable Legally Defensible Credits Relate to District Expenses Water Quality & Quantity Costs Eligible for Nonresidential Customers Credit Application Procedure Storm Water Customer Responsible for Applying Submit using Standard Forms Facility Constructed in Accordance with Design Criteria Demonstrate Cost Savings to the District Evidence of Proper Maintenance DEERFIELD REGIONAL STORM WATER DISTRICT FORM NO. 4 NONRESIDENTIAL CREDIT GENERAL INFORMATION CONTACT NAME: TELEPHONE: PROPERTY ADDRESS: MAILING ADDRESS: BILLING ACCOUNT NUMBER: TYPE OF DEVELOPMENT: WARREN COUNTY PARCEL NUMBER: PARCEL AREA (square feet): ASSESSED ERUs: INCLUDE THE FOLLOWING ATTACHMENTS AS NECESSARY: Γ Location Map Γ Site development plan Γ Drainage Area Maps Γ Site Photographs Γ Inspection and Maintenance records for existing Storm Water Facility Γ Plans/Drawings of existing Management Facility Γ Description of Storm Water Management Structure SUMMARIZE BELOW BASIS FOR APPLICATION FOR STORMWATER MANAGEMENT UTILITY FEE CREDIT: APPLICANT S SIGNATURE: APPLICATION REVIEWED BY: DATE: APPLICATION APPROVED: Γ Yes Γ No Fee Reduction (%) CONDITIONS OF APPROVAL OR REASON FOR DENIAL AND COMMENTS: 17

18 SWAC Recommendations The Storm Water Advisory Committee recommends that the Deerfield Regional Storm Water District continue/begin the implementation of the below policy items in 2006: Regulatory Compliance Operation and Maintenance Planning/Management/Administration Capital Improvement Program Funding Source Adjustment/Credit Policy Meeting Milestones/Logistics July 27, st Meeting Project Introduction & Overview / Storm Water Management Activities Wed August 31, nd Meeting Storm Water Level of Service, Program Cost & Intro to Funding Options Field Trip September 13 th 2:00 p.m. Sat September 17 th Deerfield Days Thurs September 22, rd Meeting Storm Water Financing & Level of Service Selection Thurs October 27, th Meeting Committee Recommendations 18