Item S2BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: November 17, 2015 Department: Wastewater
Bulk Item: Yes x No Staff Contact Person/Phone #:Wilson 292-4529
AGENDA ITEM WORDING:
Approval of revised BOCC policy statement for provision of sewer
connections in County funded wastewater systems at County expense.
ITEM BACKGROUND:
At its June 10, 2015 meeting the Monroe County Board of County
Commissioners (BOCC) instructed the County staff that all properties developed after the bid package,
or in development as of 30 June 2015, should be charged only their $4,500/EDU System Development
Fee (SDF) and have a connection included in the project at no additional cost to the property owner(s).
It further directed that any properties developed after that date (30 June 2015) should not be offered an
opportunity to prepay their SDF in order to secure a connection at County expense. At the 15 July
2015 its meeting, the BOCC directed staff to revise the policy with regard to properties developed after
30 June 2015 and to ensure the policy was consistent across the systems funded by the County.
PREVIOUS RELEVANT BOCC ACTION:
Longstanding BOCC policy was to limit the SDFs and
connections to developed properties only, in order to limit owners of undeveloped properties from
using the SDF payment as an argument in furtherance of a takings claim should they be denied a
ROGO allocation.
CONTRACT/AGREEMENT CHANGES:
N/A
__________________________________________________________________________________
STAFF RECOMMENDATIONS:
Approval
TOTAL COST:
Thru 30 June 2015 - $2.51 million; from 1 July 2015 buildout add est $5.6 million
INDIRECT COST: BUDGETED:
staff time Yes No _X_
DIFFERENTIAL OF LOCAL PREFERENCE: ___________________________________
N/A
COST TO COUNTY:SOURCE OF FUNDS:
See Above total 8 million Infrastructure sales tax
& Mayfield Grants
REVENUE PRODUCING:AMOUNT PER MONTHYear ____
Yes No X
',
APPROVED BY:
County Atty OMB/Purchasing Risk Management ____
DOCUMENTATION:
Included Not Required___
DISPOSITION:AGENDA ITEM #
Revised 7/09
BOARD OF COUNTY COMMISSIONERS
CM
ounty of onroe
Mayor Danny L. Kolhage, District 1
Mayor Pro TemHeather Carruthers, District 3
George Neugent, District2
The Florida Keys
David Rice, District 4
Sylvia J. Murphy, District 5
Memorandum
DATE
:3November 2015
TO
:BOCC
FROM
:Kevin G. Wilson
SUBJECT:
Policy for Undeveloped Properties in the County funded Wastewater Systems
Recommended Action:
Approval of the attached policyfor application to the Cudjoe
Regional Wastewater System and the Big Coppitt, East/West Long Key, andDuck Key
systems..
Basis for Recommendation:
1.The attached policy implements direction provided by the BOCC at its 10 June 2015and
15 July 2015meetings.
2.It incorporates providing a connection point for any properties developed after the original
design was completed.
3.It creates a consistent policy across County funded wastewater systems.
Implications:
1.The additional cost to the project for connection points added between completion of
design and June 2015 is $2.5 million.
2.The policy will be applied to the Big Coppitt and Duck Key systems.
3.The projected additional cost to the project for all future development through buildout is
$5.6million (assumptions below).
Background:
FKAA’s design and construction contract did not include connections (either gravity or low
pressure) for any properties that were undeveloped when the design basis was completed. For the
inner islands (Upper Sugarloaf, Cudjoe, and Summerland Keys), the design package was
completed in 2009 and issued for bids in 2012. For the outer islands (Lower Sugarloaf, Ramrod,
Little Torch, and Big Pine Keys), the design criteria package and scope were issued in 2012 for the
design-build project.
Any properties developed after those dates were not included in the project bid package. At its
June 10, 2015 meeting the Monroe County Board of County Commissioners (BOCC) instructed
the County staff that all properties developed after the bid package, or in development as of 30
June 2015, should be charged only their $4,500/EDU System Development Fee (SDF) and have a
connection included in the project at no additional cost to the property owner(s).
1
At its July 15, 2015 meeting, the BOCC discussedthe proposal to charge all properties entering
development (permits issued) from 1 July 2015 and forward should be charged the cost of
providing the connection from the street to the property. In the case of gravity connections this
would include a tap into the main in the street and a connection point at the property line. In the
case of a property located in a low pressure service (LPS) area this would include a tap into the
force main in the street, and a grinder station on the property with an easement. In both cases, the
property owner would be responsible to connect the house (or building) to the connection point
(including electrical connections in the case of a LPS system).
The Board directed staff to return with a proposed revised policy reflecting the sense of the BOCC
that every property should have a connection point provided at County expense since connection to
the sewer utility is mandatory. The BOCC had earlier considered a proposal to allow undeveloped
properties to “opt in” and found that option to be unacceptable.
Costs to Date:
Staff has reviewed the number of properties for which connections must be provided between the
original design and 30 June 2015 for the CudjoeRegional system. That is 210 gravity area
properties (75 and 135, respectively in the inner and outer island service areas) and 70 in the low
pressure service areas (15 and 55 respectively in the inner and outer island service areas). The
total additional cost to provide these connections is $2.51 million.
Future Potential Costs:
Staff analyzed the potential for future additional required connection points. Several assumptions
were required to determine the potential future cost. They are:
1.A policy adopted for Cudjoe should also applied to other County funded wastewater
systems (Big Coppitt, Duck Key, and East & West Long Key).
2.All eight remaining years of ROGO allocations in the Lower Keys and Big Pine/NNK
planning areas will be used.
3.Affordable unitswill be split between the planning areas in the same proportion as the
market rate units.
4.The remaining ROGO allocations will be distributed among the various County sewer
systems in approximately the same proportion as their current EDUs [23% to non-County
systems (Stock Island and Baypoint) and 77% to County systems (Cudjoe, Big Coppitt,
Duck Key, and Long Key].
5.The average cost for a connection will be approximately the same as for those properties
added before 30 June 2015 -$9,000/EDU (provided by FKAA).
6.Properties in non-County systems are the responsibility of the utility operating them.
2
The total cost for those properties added after design but before 1 July 2015 is $2.1 million. There
are a total of 270 connections in this category. The remaining ROGO allocations for the next eight
(8) years are:
ROGO Allocation for Next 8 Years
Planning AreaMarket RateAffordableTotal
Upper Keys488275763
Lower Keys456257713
Big Pine & No Name Key6436100
Total1576
The total for the combined Lower Keys and BPK/NNK planning areas is 813 new permits. The
weighted average cost for a new connection is $9,000/EDU in today’sdollarsbased on the
connections prior to 30 June 2015 (FKAA data). Since 77% of the new permits will be issued in
the County sewer service areas, the expected future cost is
813 new connections X 77% in County service areas X $9,000/ EDU
= $5.6 million
3
Proposed Policy Statement for
Inclusion of Connectionsat County Expense
for Newly Developed Properties in the
Centralized Wastewater Systems Funded by the
County
Proposed Policy:
When any property located within the Cudjoe Regional Centralized Wastewater System
service area, Big Coppitt wastewater service area, Duck Key/Conch Key service area,
or the East/West Long Key service areasis issued a building permit, the FKAA will
provide a connection from that property to the central wastewater collection system and
will bill the County for the provision of that connection point. That connection point will
be either a gravity connection point at the property line or a grinder station on the
subject property. If the property owner opts to provide his own grinder station to avoid
providing an easement, the FKAA will provide a force main tap and stubout to the
property line and the property owner will be responsible for the remainder of the
connection. In all cases, the property will be charged a system development fee (SDF)
at permit issuance. All such property owners are provided the option to pay the SDF in
full at permit issuance or have the SDF paid through special assessment as long as a
special assessment tax roll remains in effect for the particular area in which the property
is located.