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BCC Agenda 07/23/2024 Item #11C (Water-Sewer District's Water & Wastewater Impact Fee Study)07/23/2024 EXECUTIVE SUMMARY Recommendation to accept the Collier County Water-Sewer District’s Water and Wastewater Impact Fee Study, accept staff’s recommendation to implement a three -year phased approach, and direct the County Attorney to advertise an Ordinance amending the Water and Wastewater Impact Fees and establishing effective dates of December 1, 2024 for Phase One, December 1, 2025 for Phase Two, and December 1, 2026 for Phase Three. OBJECTIVE: To authorize the County Attorney to advertise the Consolidated Impact Fee Ordinance and adopt the Impact Fee Rate Study (“Study”) prepared by Raftelis updating water and wastewater impact fee rates for the Collier County Water-Sewer District (the “District”) to ensure the resulting revenues are sufficient to recover system capital expansion infrastructure costs in line with the county’s strategic water resources plan for utility expansion depicted in the Water and Wastewater sections of the 2023 Annual Update Inventory Report (AUIR). CONSIDERATIONS: At the July 9, 2024 Board of County Commissioners (Board) meeting, agenda item 11B, the Board requested staff to return in two weeks with alternative rate implantation scenarios for discussion related to potential risks to the utility’s capital plan if the recommended rates were not implanted fully in the first year. The Board last updated water and wastewater impact fees on December 10, 2019, as Agenda Item 9C, resulting in adoption of Ordinance 2019-48 which provided impact fee rates for water and wastewater with an effective date of March 30, 2020. The water and wastewater capacity expansion projects at the Golden Gate wastewater treatment plant site as well as on the northeast utility site are being constructed to provide capacity in the entire regional utility system, making it unfair to entertain the concept of different regional impact fee rates based on geography. Due to the uncertainties related to permitting activity, interest rate direction and unknowns surrounding the election in November, it is difficult to quantify specific revenue loss associated with a two-year or a three- year implementation schedule. Two-Year Phased Approach Staff anticipates negligible impact from this approach. Under this scenario: • Water impact fees would increase from $3,382 to $4,926 on December 1, 2024, and to $6,470 on December 1, 2025 • Wastewater rates would increase from $3,314 to $4,464 on December 1, 2024, and to $5,614 on December 1, 2025 Three-Year Phased Approach While the two-year phase-in has negligible impact to the capital plans, this implementation schedule could result in potential user fee loans to the impact fee funds and that risk is manageable. Under this scenario: • Water impact fees would increase from $3,382 to $4,411 on December 1, 2024, to $5,440 on December 1, 2025, and to $6,470 on December 1, 2026 • Wastewater impact fees would increase from $3,314 to $4,081 on December 1, 2024, to $4,848 on December 1, 2025, and to $$5,614 on December 1, 2026 Percentage Approach Staff predicts, with some level of certainty, the generation of revenue losses in the scenario whereby impact fee rates are set as a percentage increase over current rates or as a fixed percentage of the recommended rates per the study as this introduces a higher level of uncertainly over time. Study rates were established with current, local costs thus establishing the rational nexus to the recommendation. Utilizing averages over the last few years with a 50% increase, revenue losses may approximate $15 million resulting in significant reductions in capital rehabilitation/replacement programs essential to maintaining the asset management program. 11.C Packet Pg. 153 07/23/2024 In all scenarios, staff would closely monitor permitting activity and economic conditions and would return to the Board to either accelerate the implementation plan or slow it down as business activity dictates. FISCAL IMPACT: Revenue projections related to the updating of individual impact fees depends heavily on permitting activity during the time period of an impact fee increase. Any changes in permitting activity and trends associated with residential product mix and/or commercial and other non-residential buildings being constructed in Collier County will directly affect the impact fee revenue stream. Any building permits that are in process via a complete building permit application submission are not subject to imposition of revised impact fees. In accordance with the 90-day notice requirement set forth in Section 163.31801(4)(d), Florida Statutes, the updated water and wastewater impact fees will apply to all residential and commercial permits submitted on or after December 1, 2024. These policies and requirements cause a significant delay in the recognition of the additional revenue associated with the increase in impact fees. As discussed above, the residential product mix as well as the intensity of the commercial and other non-residential land uses being permitted affect the revenue generated by a proposed increase in impact fees and there is not always a direct relationship between the percentage of rate increase and the actual increased dollar amount of collections. Therefore, any increase in impact fee rates does not immediately generate a similar increase in revenue. The fiscal year 2024 impact fee revenue budget was prepared using the currently approved impact fee rates. Current year budget for water impact fee revenues of $8,000,000 in the Water Impact Fee Fund (4011) and wastewater impact fee revenues of $8,000,000 in the Wastewater Impact Fee Fund (4013) are still forecasted in line with budget. Impact fees are restricted-use funds which may only be used to pay for growth-related capacity expansion and growth-related debt service. GROWTH MANAGEMENT IMPACT: This Study meets current Growth Management Plan standards to ensure the adequacy and availability of viable public facilities. LEGAL CONSIDERATIONS: This item has been reviewed by the County Attorney, is approved as to form and legality, and requires majority vote for approval. -JAK RECOMMENDATION: That the Board of County Commissioners, Ex-officio the Governing Board of the Collier County Water-Sewer District, accept the Collier County Water-Sewer District Water and Wastewater Impact Fee Study, accept staff’s recommendation to implement a three-year phased approach, and direct the County Attorney to advertise an Ordinance amending Appendix A, Water & Wastewater Impact Fee Rate Schedule to Collier County Ordinance No. 2019-48, Chapter 74 of the Collier County Code of Laws and Ordinances, the Collier County Consolidated Impact Fee Ordinance and establishing effective dates of December 1, 2024 for Phase One, December 1, 2025 for Phase Two, and December 1, 2026 for Phase Three. Prepared by: Joseph Bellone, Director Utilities Finance ATTACHMENT(S) 1. Collier County 2024 Impact Fee Report (Final) (PDF) 2. Ordinance #24-__ Water-Sewer (2 Phases) (PDF) 3. Ordinance #24-__ Water-Sewer (3 Phases) (PDF) 11.C Packet Pg. 154 07/23/2024 COLLIER COUNTY Board of County Commissioners Item Number: 11.C Doc ID: 29426 Item Summary: Recommendation to accept the Collier County Water-Sewer District’s Water and Wastewater Impact Fee Study, accept staff’s recommendation to implement a three-year phased approach, and direct the County Attorney to advertise an Ordinance amending the Water and Wastewater Impact Fees and establishing effective dates of December 1, 2024 for Phase One, December 1, 2025 for Phase Two, and December 1, 2026 for Phase Three. (Joseph Bellone, Director Utilities Finance) Meeting Date: 07/23/2024 Prepared by: Title: – Public Utilities Operations Support Name: Vincent Dominach 07/12/2024 2:15 PM Submitted by: Title: Division Director - Operations Support – Public Utilities Operations Support Name: Joseph Bellone 07/12/2024 2:15 PM Approved By: Review: Public Utilities Department Vincent Dominach Level 1 Department Review Completed 07/17/2024 9:48 AM Public Utilities Operations Support Joseph Bellone PUD Reviewer Completed 07/17/2024 9:50 AM Public Utilities Operations Support George Yilmaz PUD Reviewer Skipped 07/17/2024 9:52 AM Capital Project Planning, Impact Fees, and Program Management Geoffrey Willig Additional Reviewer Skipped 07/17/2024 11:53 AM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 07/17/2024 11:57 AM Public Utilities Department George Yilmaz Level 2 Division Administrator Review Completed 07/17/2024 12:34 PM Community & Human Services Maggie Lopez OMB Reviewer Completed 07/17/2024 1:48 PM Board of County Commissioners Geoffrey Willig Meeting Pending 07/23/2024 9:01 AM County Manager's Office Level 4 County Manager Review Pending County Attorney's Office Sally Ashkar CAO Reviewer Completed 07/17/2024 2:28 PM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 07/17/2024 2:46 PM 11.C Packet Pg. 155 COLLIER COUNTY WATER -SEWER DISTRICT Fiscal Year 2024 Water and Wastewater Impact Fee Study FINAL REPORT / JANUARY 19, 202 4 11.C.a Packet Pg. 156 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) 341 N . Maitland Avenue, Suite 300, Maitland, FL 32751 www.raftelis.com January 19, 2024 Honorable Chairman and Members of the Board of County Commissioners Collier County 3299 Tamiami Trail East, Suite 303 Naples, FL 34112-5746 Subject: 2024 Water and Wastewater Impact Fee Study Raftelis Financial Consultants, Inc. (Raftelis) has completed our review of the water and wastewater impact fees for the Collier County (County) Water-Sewer District (District) water and wastewater system (System), and has summarized the results of our analyses, assumptions, and conclusions in this report, which is submitted for your consideration. The purpose of our analysis was to review the existing impact fees and make recommendations as to the level of charges that should reasonably be in effect consistent with: i) the utility assets installed by the District; ii) the capital expenditure requirements identified in the District’s multi-year Capital Improvement Program (CIP); iii) industry guidelines and Florida Statutes; and iv) County management objectives. The methodology for the determination of the capital costs to be included in proposed impact fees (i.e., available to be recovered) was also reviewed by the County’s outside legal counsel and the fees as documented in this report reflect all of the recommendations from said counsel. Based on our review, Raftelis is recommending that the water system impact fee be increased from $3,382 to $6,470 per Equivalent Residential Connection (ERC). For the wastewater system, we are recommending an increase in the impact fee from $3,314 to $5,614 per ERC. The combined water and wastewater fees with the proposed rate adjustments would be $12,084, an increase of $5,388 or 80.5% when compared with the existing combined fees of $6,696. The proposed impact fees, based on the analyses and assumptions as documented in this report, are summarized on Table ES-1 following this letter and in the County’s format which would be included in the amended Impact Fee Ordinance presented in Appendix C. The proposed impact fees were based on the recovery: i) of capital-related costs that have been incurred for utility plants that has been placed into service and financed by the District which are estimated to have available capacity to serve new development; as well as ii) the estimated incremental costs for construction of certain capital infrastructure anticipated to be incurred by the District during the projection period that are considered necessary to serve new development. Based on the information provided by the District and the assumptions and considerations outlined in this report, which should be read in its entirety, Raftelis considers the proposed impact fees to be cost-based, reasonable, and based on local costs to provide water and wastewater capacity to new development. (Remainder of page intentionally left blank) 11.C.a Packet Pg. 157 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Honorable Chairman and Members of the Board of County Commissioners Collier County January 19, 2024 Page 2 We appreciate the opportunity to be of service to the County and would like to thank the County staff for their assistance and cooperation during the course of this study. Very truly yours, RAFTELIS FINANCIAL CONSULTANTS, INC. Robert J. Ori Executive Vice President Justin Rasor Manager Michele Galvin Consultant RJO/dlc Attachments 11.C.a Packet Pg. 158 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Page 1 of 2 Table ES-1 Collier County Water-Sewer District Water and Wastewater Impact Fee Study Summary of Existing and Proposed Water and Wastewater System Impact Fees Level of Service Line (gallons per day No. Description per ERC) Amount Cost Per Gallon IMPACT FEES Water Impact Fee Existing Per ERC 1 Treatment Component 300.00 $2,583.00 $8.61 2 Transmission Component 300.00 799.00 2.66 3 Total 300.00 $3,382.00 $11.27 Proposed Per ERC Calculated 4 Treatment Component 275.00 $5,637.00 $20.50 5 Transmission Component 275.00 833.00 3.03 6 Total 275.00 $6,470.00 $23.53 Change (Total) 7 Amount $3,088.00 $12.25 8 Percent 91.3% 108.7% Wastewater Impact Fee Existing Per ERC 9 Treatment Component 200.00 $2,718.00 $13.59 10 Transmission Component 200.00 596.00 2.98 11 Total 200.00 $3,314.00 $16.57 Proposed Per ERC Calculated 12 Treatment Component 172.56 $4,846.00 $28.08 13 Transmission Component 172.56 768.00 4.45 14 Total 172.56 $5,614.00 $32.53 Change (Total) 15 Amount $2,300.00 $12.22 16 Percent 69.4% 73.7% 11.C.a Packet Pg. 159 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Page 2 of 2 Table ES-1 Collier County Water-Sewer District Water and Wastewater Impact Fee Study Summary of Existing and Proposed Water and Wastewater System Impact Fees Level of Service Line (gallons per day No. Description per ERC) Amount Cost Per Gallon Combined Impact Fee Existing Per ERC 17 Treatment Component $5,301.00 18 Transmission Component 1,395.00 19 Total $6,696.00 Proposed Per ERC (Rounded) 20 Treatment Component $10,483.00 21 Transmission Component 1,601.00 22 Total $12,084.00 Change (Total) 23 Amount $5,388.00 24 Percent 80.5% 11.C.a Packet Pg. 160 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study Contents Introduction ............................................................................................... 1 Purpose of Water and Wastewater Impact Fees ..................................... 2 Existing Water and Wastewater Impact Fees .......................................... 4 Development of Impact Fees .................................................................... 6 Level of Service Requirements................................................................. 7 Capital Investment .................................................................................. 11 Existing Plant-in-service ..................................................................................................... 12 Additional Capital Investment ............................................................................................ 16 Design of Impact Fees ............................................................................ 19 Impact Fee Comparisons ........................................................................ 22 Conclusions and Recommendations ...................................................... 28 11.C.a Packet Pg. 161 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study Figures Figure 1: Location of Collier County ................................................................................................. 1 Figure 2: Impact Fee Determination Methodology ............................................................................ 6 Figure 3: Comparison of Water Impact Fees per ERC ................................................................... 23 Figure 4: Comparison of Wastewater Impact Fees per ERC .......................................................... 24 Figure 5: Comparison of Combined Impact Fees per ERC ............................................................ 25 Tables Table ES-1 Summary of Existing and Proposed Water and Wastewater System Impact Fees ........... [*] Table 1 Development of Existing Water Production / Treatment Facility Capacity Available to Serve System Growth .................................................................................. [**] Table 2 Development of Existing Wastewater Treatment Facility Capacity Available to Serve System Growth ..................................................................................................... [**] Table 3 Summary of Water Capital Improvement Program By Plant Function Through Fiscal Year 2033 ............................................................................................................. [**] Table 4 Summary of Wastewater Capital Improvement Program By Plant Function Through Fiscal Year 2033 ............................................................................................... [**] Table 5 Development of Water System Impact Fee ..................................................................... [**] Table 6 Development of Wastewater System Impact Fee ............................................................ [**] Table 7 Comparison of Water and Wastewater Impact Fees Per ERC ........................................ [**] Appendices Appendix A: Summary of Existing Utility System Assets ..................................................................... [**] Appendix B: Existing Water and Wastewater Impact Fee Ordinance .................................................. [**] Appendix C: Existing and Proposed Water and Wastewater System Impact Fee Schedule in County Format ............................................................................................................ [**] __________ [*] Table ES-1 follows the letter of transmittal. [**] Referenced tables and appendices located at the end of the report. 11.C.a Packet Pg. 162 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 1 Introduction Collier County is a political subdivision of the State of Florida governed by the State Constitution and general laws of the State of Florida. In 2003, the Legislature of the State of Florida pursuant to Section 189.429, Florida Statutes, adopted the Collier County Water-Sewer District Special Act (formally known as House Bill 849) (Act) to create the Collier County Water-Sewer District (previously defined as the “District”) on behalf of the County. The Act is represented in Chapter 2003-353, Laws of Florida. The District is an independent special district and public corporation of the State with the Board of County Commissioners being the governing board of the District. The purpose of creating the District was to provide the District with the overall responsibility for the provision of water and wastewater services to a specified geographic service area of the County as defined in the Act due primarily to the extensive growth within the County and to meet the public health and water supply issues affecting such service area. The County occupies approximately 2,026 square miles and as shown on the illustration in Figure 1 is located in the southwestern portion of the State. In terms of land area, the County is the largest county in the state. Based on information published by the Florida Office of Economic and Demographic Research (EDR), the County had an estimated population of approximately 399,480 people as of April 1, 2023. When compared with the 67 other counties, the County ranked nineteenth in terms of population size. Additionally, information published by the EDR indicates that the County’s population was estimated to have grown from 375,752 persons in 2020 (2020 Census) to 399,480 persons in 2023, which represents an overall increase of 6.3% or about 7,900 persons per year. Medium projections published by the EDR show the population of Collier County increasing to 436,860 people by 2030, an increase of 37,380 people or a compound annual growth rate of about 1.3% per year when compared with the 2023 population. Among the 67 counties in Florida, the County ranked nineteenth in terms of permanent population size according to information contained in the 2023 BEBR Estimates. The District owns and operates a water and wastewater utility system (System), which during the Fiscal Year 2023 (the most recently completed fiscal year at the time the study was conducted), provided service to approximately 76,779 retail potable water accounts (annual average) and 78,166 retail wastewater retail accounts (annual average). According to the County’s 2023 Annual Update and Inventory Report (AUIR), the permanent population served by the District’s water system as estimated by the County was 225,873 in Fiscal Year 2023, which represents approximately 56.5% of the population located in the County as determined by the EDR for 2023. With respect to the District’s wastewater system, the AUIR estimates for Fiscal Year 2023 reflect a permanent population of 118,804 for the service area of the District’s North County Water Reclamation Facility, 99,993 for the service area of the District’s South County Water Reclamation Facility, 13,061 for the service area of the District’s Golden Gate Wastewater Treatment Plant, 6,708 for the service area of the District’s Orange Tree Wastewater Treatment Plant and 40 for the service area served by the Interim Northeast Wastewater Treatment Plant. On a combined basis, the permanent population served by all of the District wastewater treatment facilities is estimated by the County to be 238,606, which represents approximately 59.7% of the BEBR population estimates for the County. The permanent population served by the Wastewater System is higher due primarily to the District providing wastewater-only service to a portion of the City of Naples. FIGURE 1 Location of Collier County 11.C.a Packet Pg. 163 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 2 The District has constructed or plans to construct utility infrastructure to accommodate the future developments identified for the County that are expected to be served by the System. Historically, the District has utilized water and wastewater impact fees, which are referred to as “system development fees” in the District’s authorizing bond resolution, to fund a portion of constructing the infrastructure requirements associated with new growth or increased development. In the preparation of this report, t he terms “impact fees” and “system development fees” shall be used interchangeably. Purpose of Water and Wastewater Impact Fees The purpose of impact fees is to recover the pro-rata share of allocated capital costs considered as growth-related from new customers connecting to the System or from existing customers that are requesting an increase in the reserved water and/or wastewater capacity associated with increased development on their property. To the extent that new population growth and associated development impose identifiable added capital costs to municipal services, capital funding practices to include the assignment of such costs to those residents or system users responsible for those costs rather than to the existing population base is reasonable and provides for the proper match of initial capital investment to the capacity being reserved. This practice has been labeled as “growth paying its own way” without existing user cost burdens. The application of impact fees to finance capital infrastructure allocated to such new capacity requests is very common in Florida and the country and has been used as a source of contributed capital by the District for many years. The initial precedent for impact fees in Florida was set in the Florida Supreme Court decision, Contractors and Builders Association of Pinellas Authority v. The Authority of Dunedin, Florida. In this case, the Court’s ruling found that an equitable cost recovery mechanism, such as impact fees, could be levied for a specific purpose by a Florida municipality as a capital charge for services. On June 14, 2006, additional impact fee legislation became effective as Chapter 2006-218, Laws of Florida, and was later incorporated in Section 163.31801 of the Florida Statutes. The impact fee legislation, which has been designated as the “Florida Impact Fee Act,” recognized that impact fees are an important source of revenue for a local government to use in funding the infrastructure necessitated by new growth. The Florida Impact Fee Act, as amended and modified from time to time, states that at a minimum an impact fee adopted by ordinance of a county or municipality, or by resolution of a special district, must satisfy several conditions such fees being based on localized cost, timing of when impact fees can be paid, level of fee adjustments that can be implemented (phased approach based on magnitude of the change in the fees), and other conditions. Based on certain conditions as stated in Section 163.31801 of the Florida Statutes regarding impact fees and existing Florida case law, certain conditions are required to develop a valid impact fee. It is our understanding that these conditions involve the following issues: 1. The impact fee must meet the “dual rational nexus” test. First, impact fees are valid when a reasonable impact or rationale exists between the anticipated need for the capital facilities and the growth in population. Second, impact fees are valid when a reasonable association, or rational nexus, exists between the expenditure of the impact fee proceeds and the benefits accruing to the development from the use of the proceeds. 2. The system of fees and charges should be set up so that there is not an intentional windfall to existing users. 11.C.a Packet Pg. 164 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 3 3. The impact fee should only cover the capital cost of construction and related costs thereto (engineering, legal, financing, administrative, etc.) for capital expansions or other system -related capital requirements that have been or are anticipated to be constructed which are required or available to serve growth. Therefore, expenses due to upgrades or improvements of a facility that has been constructed or an increase in the level of service / new asset additions should be borne by all users of the facility (i.e., existing and future users) on a pro rata basis to the extent that there is capacity in such facilities is available to serve the needs of new development. 4. The County should adopt an impact fee resolution or ordinance that explicitly restricts the use of impact fees collected. Therefore, impact fee revenue should be set aside in a separate account, and separate accounting must be made for those funds to ensure that they are used only for the lawful purposes described above. Based on the criteria above, the proposed impact fees, which are set forth in subsequent sections herein: i) include only the estimated allocated capital cost of facilities to provide capacity to serve anticipated or future service territory growth; ii) do not reflect costs associated with renewal and replacement of any existing capital assets (except for any incremental portion of upgrades allocable to growth, such as “upsizing” or “looping” of certain transmission lines or for that portion of the installed assets that have unused capacity allocated to serve new development) that is allocable to serving existing customers; and iii) do not include any costs of operation and maintenance of any facilities. The courts, recent legislation, and industry practices have addressed three areas associated with the development of the impact fee. These areas include: i) the “fair share” concept dealing with payment of the fee by the affected property owners; ii) the “rational nexus” concept, which focuses on the expenditure or purpose of the fee; and iii) the consideration of credits, which recognize appropriate fee offsets. The fair share concept addresses that the fee can be only used for capital expenditures that are attributable to new growth. The fees cannot be used to finance level of service deficiencies or the replacement of existing facilities required to provide services to the existing System users. Typical industry practices also allow for establishing different fees for different classes of customers and the ability for the payment of a reduced impact fee if applicants can demonstrate that their development will have a smaller impact (or capacity need resulting in a lower allocated capital requirement) than assumed in the fee determination. Additionally, the fair share concept recognizes that the cost of facilities used by both existing customers and new growth must be apportioned among the two user groups such that the user groups are treated equally, and one group does not intentionally subsidize the other. The cost of “System infrastructure” is constantly changing due to the ongoing upgrades, betterments, and improvements being made to utility assets which were not fully utilized and thus had capacity to serve future development. An example would be the upgrade of water and wastewater transmission mains which may have resulted in an increase in the capacity of the transmission line (larger diameter pipe installed) or simply upgraded the line which still had available capacity to serve future development. In these instances, Raftelis has i) recognized the improvement in the fee calculation and ii) made an allowance to remove the existing asset that was in service, which would result in an incremental “unit cost” increase in the assets available to provide service to new development (more closely corresponds to the higher current localized construction cost values). The cost to be recovered from growth in all instances would only be the pro rata cost per ERC applied to the ERCs requesting service; the total cost of the utility plant improvements would not be recovered only from new development since such improvements would benefit existing rate payers as well as future users. 11.C.a Packet Pg. 165 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 4 The rational nexus concept requires that there be a reasonable relationship between the need for capital facilities and the benefits to be received by new development for which the fee will be expended or applied. The County’s existing infrastructure and the corresponding financing and management of such infrastructure is on a System- wide basis. And as such, the proposed impact fees were determined on a System-wide basis. The second nexus condition recognizes that the property must receive a benefit from the public services for which the fee is being applied. With respect to the water and wastewater charge, these facilities are used by and are constructed on behalf of all the property within the County’s service area and benefit both residential and commercial customers. As such, all new growth requesting capacity from the System (either water and/or wastewater) are subject to the application of the impact fees. Credit or fee offsets recognize that if an agency has received property in the form of cost-free capital or there is specific revenue (taxes) that will be used for the capital expenditures for which the impact fee was designed to recover necessitated by new growth; a credit should be applied to the fee. Examples of cost-free capital include grants, property contributions by developers (that are associated with infrastructure identified in the County ’s utility master plans), infrastructure funded from external sources (assessments), and other sources that provide funds toward the capital expenditures for which the impact fee was designed to recover. These credits allow for the recovery of costs to serve new development through impact fees, net of such cost-free capital. The evaluation of the water and wastewater impact fees proposed to be charged by the County as identified in this study to new development requiring water and/or wastewater System capacity recognized the above-referenced issues. Existing Water and Wastewater Impact Fees Ordinance No. 2019-48, which was adopted by the Board of County Commissioners of Collier County (BOCC) on December 10, 2019 (Impact Fee Ordinance), established the District’s current water and wastewater impact fees. The current impact fees are applied on the basis of: i) meter size; and ii) living space or square footage. The following table provides a summary of the existing water and wastewater impact fees and the corresponding fee application basis by customer classification: (Remainder of page intentionally left blank) 11.C.a Packet Pg. 166 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 5 Summary of Existing Water and Wastewater Impact Fees Description Basis of Fee ERC Factor [1] Water Fee Wastewater Fee Residential (Meter) per ERC 1.00 $3,382.00 $3,314.00 Multi-family (sq. ft.) 0 – 750 sq. ft. per Unit 0.33 $1,116.00 $1,093.00 751 – 1,500 sq. ft. per Unit 0.67 2,265.00 2,220.00 1,501 sq. ft. or More per Unit 1.00 3,382.00 3,314.00 Non-residential (Meter) 3/4-inch per Meter Size 1.00 $3,382.00 $3,314.00 1-inch per Meter Size 1.67 5,647.00 5,534.00 1-1/2-inch per Meter Size 3.33 11,262.00 11,035.00 2-inch per Meter Size 5.33 18,026.00 17,663.00 3-inch per Meter Size 15.00 50,730.00 49,710.00 4-inch per Meter Size 33.33 112,722.00 110,455.00 6-inch per Meter Size 66.67 225,477.00 220,944.00 8-inch per Meter Size 116.67 394,577.00 386,644.00 [1] Equivalent Residential Connection (ERC) factors for non-residential customers reflect rated hydraulic-capacity of meter divided by 30 gallons per minute based on rate capacity of smallest meter size. The current impact fees charged by the District to a standard, individually metered single-family residential household through a 3/4-inch meter from the System, which represents approximately 89% of individually metered single-family residential customers currently being served by the System are summarized as follows: Existing Residential Water and Wastewater Impact Fees per ERC [1] System Amount Water System $3,382 Wastewater System 3,314 Combined $6,696 [1] Reflects fee for standard individually metered residential unit (generally served through a 3/4-inch meter service and is considered to equate to one [1] ERC). (Remainder of page intentionally left blank) 11.C.a Packet Pg. 167 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 6 Development of Impact Fees There are three significant components addressed in the design of impact fees. These three components include: i) the total capital investment recognized as a cost component that may be recovered from a new applicant requesting capacity; ii) the total estimated dependable capacity associated with the capital investment; and iii) the level of service to be apportioned to the applicants that request System capacity. The recognition of these components provides the general basis to recover the allocated capital costs fr om a new applicant requesting service and is depicted in Figure 2: All of these components are necessary to determine the amount of the impact fees expressed to be charged to new applicants requesting service on an ERC basis, which is more fully discussed later in this report. With respect to the development of the capital costs to be recognized in the fee determination, there are three methods generally used, which include: i) the Standards Method; ii) the System Buy-in Method; and iii) the Improvements Method. The Standards Method would base the capital cost on a theoretical cost of the improvements for incremental development (e.g., the standard cost for the construction of a water treatment plant expressed on a dollar per gallon basis). This method generally would not recognize the existing installed infrastructure that has capacity to serve new development and may also not recognize the current capital plan identified to provide service or complete the master planning of the system facilities. The System Buy-in (or historical) Method recognizes the installed original cost of the utility infrastructure in the determination of the allocated capital costs to provide service on an equivalent unit basis. This method is applicable to mature or developed utility systems that have constructed the majority of its infrastructure. This method generally would only reflect the constructed capacity and may not recognize any anticipated changes or additions identified by a utility in service area infrastructure. The Improvements Method would be based on future capital costs and new capacity determined over a projected period of time; it may not account for unused constructed capacity that may be available to serve new development. This fee is similar to the standards method in that it is based Level of Service (Gallons per ERC) Impact Fee ($/ERC) Capital Investment ($) Capacity per Day (Gallons) Figure 2. Impact Fee Determination Methodology 11.C.a Packet Pg. 168 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 7 on a future cost (however, it is specific to the utility as opposed to a theoretical construction cost standard). This method may also result in a disparity in the amount of growth to be served by the new facilities. For the purposes of this study, a blending of the Buy-in Method and Improvements Method was recognized for the following reasons: 1. Although not specific to the County, the Florida Impact Fee Act provides that the impact fee be based on localized costs which more fully supports the buy-in method for fee determination. Basing the fee on the original installed costs of the assets that are currently in service would strongly promote this requirement since the costs are known, measurable, and are installed solely within the District utility service area boundaries. 2. The County has identified expansion-related and System upgrade projects in the near term, which will increase the availability of capacity to serve new development and the overall installed infrastructure cost to provide service. Since the District utility system is managed, financed, operated, and constructed as a single system and the new infrastructure associated with the development in the Northeast segment of the service area will be interconnected with the remainder of the System, near- term capital improvements were considered in the fee to recognize the estimated installed cost of capacity coincident with the time frame that the fee is to be charged to new development. 3. The System Buy-in Method and Improvements Method were consolidated in our analysis to identify the blended average cost of the remaining installed capacity to serve new development during the planning period, which places more emphasis on the System Buy-in Method and will promote the “system concept” as it relates to service availability for new development since it does not only consider the capital improvement expenditures, which, in many instances, is higher than the original cost of the utility infrastructure that has been constructed and placed into service. The following is a discussion of these impact fee components. Level of Service Requirements In the evaluation of the capital facility needs for providing water and wastewater utility services, it is important that a level of service (LOS) standard be developed. Pursuant to Section 163.3164, Florida Statutes, the “level of service” means an indicator of the extent or degree of service provided by, or proposed to be provided by, a facility based on and related to the operational characteristics of the facility and shall indicate the capacity per unit of demand for each public facility or service. Essentially, the level of service standards is established in order to ensure that adequate capacity will be provided for future development and for purposes of issuing development orders or permits, pursuant to Section 163.3202(2)(g) of the Florida Statutes. As further stated in the Statutes, each local government shall establish a LOS standard for each public facility located within the boundary for which such local government has authority to issue development orders or permits. Such LOS standards are set for each individual facility or facility type or class and not on a system-wide basis. With respect to the determination of the water and wastewater impact fees the LOS standards were determined on a system- wide basis since all the water production and wastewater treatment facilities are managed, op erated, financed, and accounted for on a total system basis and serve as a single water and wastewater system. This is also consistent with past practices of the County and the fee application of other local governments throughout the State of Florida. 11.C.a Packet Pg. 169 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 8 For water and wastewater service, the level of service that is commonly used in the industry is the amount of capacity (service) allocable to an ERC expressed as the amount of usage (gallons) allocated on an average daily basis. This allocation of capacity would generally represent the amount of daily dependable capacity allocable to an ERC, whether or not such capacity is actually used (commonly referred to as “readiness to serve”). As previously mentioned, an ERC is representative of the average capacity required to service a typical individually metered or single-family residential account. This class of users represents the largest number of customers served by a public utility such as the District and generally the lowest (and most common) level of usage requirements for a specifically metered account. In the development of the level of service standards for the impact fee update, the following references were considered and reviewed: • BOCC approved 2023 Annual Update & Inventory Report / Capital Improvement Element Schedule Update on Public Facilities dated December 13, 2022. • Florida Department of Environmental Protection (FDEP) general design standards; • Florida Public Service Commission (FPSC) capacity relationships for private utilities; • Average persons per household information as published by the U.S. Census, the Bureau of Economics and Business Research, and information published in the 2022 Collier Count Economic, Demographic and Community Profile Report (2022); • Actual water sales and billed wastewater flow data reported by the District for the residential and commercial customer classes over the past several years; and • Actual water production and wastewater flow data reported by the District over the past several years. (Remainder of page intentionally left blank) 11.C.a Packet Pg. 170 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 9 The following table shows the level of service standards contained in some of the reference sources: Comparison of Water and Wastewater Level of Service (LOS) – per Equivalent Residential Connection (ERC) Description Water ERC (gpd) Wastewater ERC (gpd) Current District Level of Service 300 200 Level of Service Standards Recognized by State Government of Florida: Florida Public Service Commission (FPSC) Capacity Relationships for Private Utilities [1] 350 280 Florida Department of Health Design Standards for Sewer Systems [2] Single or Multiple Family per Dwelling Unit [3] N/A 300 2023 Annual Update and Inventory Report [4] 2022 Collier County Economic, Demographic and Community Profile Report (2022) – 2.35 247 169 BEBR 2022 Average Household Size Estimate – 2.34 246 168 U.S. Census Projection – 2017-2021 Persons per Household – 2.40 252 173 Application of Change in Existing GPCD from 2019 Master Plan to 2023 AUIR Report 260 180 Level of Service 9-County Utility Survey Average [5] 279 218 Level of Service Utilized for Impact Fee Calculations 275 195 [1] Rule 25-30.515(8), Florida Administrative Code. A wastewater ERC level of service is assumed to be 80% of the water ERC level of service (350 gpd × 80% = 280 gpd). [2] Amounts derived based on information as published in the Florida Administrative Code (FAC), Rule 64E -6.008. [3] As stated in FAC Rule 64E-6.008, design standard (estimated sewage flows expressed on a gallons per day basis) for 3-bedroom house with 1,201 – 2,250 square feet of building area and was assumed to be representative of a typical or standard residence . [4] LOS reflect gallons per capita per day (gpcd) in the approved Annual Update and Inventory Report / Capital Improvement Element Schedule Update on Public Facilities – 2023 AUIR / CIE multiplied by number of persons per household. Gallons per capita per day derived as follows: 2023 Annual Update and Inventory Report Prepared by County Water Wastewater Total gpcd 130.0 90.0 Adjustment for Commercial Component per County Billing Records (24.9) (18.1) Estimated Residential-only gpcd 105.1 71.9 [5] Represents average Level of service based on a survey of nine neighboring or representative counties that are similar to the County in terms of growth, service area characteristics, and general location (primarily southwest coastal counties) and is shown for g eneral reasonableness relationships. Recognizing: i) the current trends in water use per single-family residential ERC; ii) the current capacity planning ERC service levels assumed in the most recent adopted 2023 AUIR Report used in the evaluation of and planning for water and wastewater treatment capacity needs (expected to be adopted by the BOCC which 11.C.a Packet Pg. 171 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 10 reflects a reduced level of service when compared to prior periods which is consistent with state-wide trends in water / wastewater use); iii) single-family residential and commercial water use relationships based on detailed utility billing information as provided by the District; iv) the most recent U.S. Census data regarding persons per household for the County; and v) discussions with the District staff, the LOS standards recognized for the evaluation of the fees as expressed on an average “gallons per day” (gpd) per ERC” basis are recommended to i) decrease from the current service level of 300 gpd per water ERC to 275 gpd per water ERC and ii) decrease from 200 gpd per wastewater ERC to 195 gpd per wastewater ERC. The primary differences in the LOS standards between the two utilities are considered to be: i) the recognition of outdoor irrigation demands for potable water service which reflect water usage not returned to the wastewater system; i i) differences in unaccounted for water (finished water leaving the water treatment plant compared with water metered at the customer premise) and wastewater inflow and infiltration (groundwater and stormwater entering the wastewater collection system which are treated at the wastewater treatment plants) relationships; and iii) other factors. The determination of the proposed LOS factors per ERC is summarized on Table 1 for the Water System and Table 2 for the Wastewater System and is summarized below: Determination of Proposed Water and Wastewater Level of Service (LOS) – per Equivalent Residential Connection (ERC) Description Water ERC (gpd) Wastewater ERC (gpd) Level of Service – Gallons per Capita per Day (gpcpd) 130.0 90.0 Residential Flow (Basis for ERC): Percent of Total Billed Water Use / Wastewater Flows 80.84% 79.94% Estimated Level of service – gpcpd – Residential Only 105.1 71.9 Persons per Household =U.S. Census Projection 2.40 2.40 Level of Service Calculated – AADF 252.24 172.56 Adjust for Maximum Month Flow Basis (Factor) 1.09 1.13 Adjust for Maximum Month Flow Basis – MMADF (gpd) 274.94 194.99 Level of Service per ERC Recognized s– MMADF (gpd) 275 195 A review of the levels of service with other neighboring utilities was also conducted to identify the level of service standards employed by such utilities. Although not specific to the County, it is generally assumed that the level of service standards and customer usage characteristics for the neighboring utilities would be similar to the County since i) they have followed the same development patterns since they generally correspond to the same geographical location, land use, and timing of development; ii) county utilities would also provide service to rural areas (or less dense) than municipal systems; that is the service areas may be more comparable; and iii) average daily water use (sales) per single-family dwelling unit are similar. A summary of the comparison is shown below. 11.C.a Packet Pg. 172 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 11 Level of Service Comparison with Other Utilities – per ERC [1] Utility Water LOS Wastewater LOS Collier County – Existing 300 200 Collier County – Proposed 275 195 Charlotte County 225 190 DeSoto County 255 215 Hernando County 350 280 Hillsborough County 300 200 Lee County 250 200 Manatee County 250 185 Orange County 275 225 Polk County 360 270 Sarasota County 250 200 Other Utility Average 279 218 [1] Information based on readily available information as provided or published by the respective utility. As can be seen above, the levels of service for other neighboring local county governments range primarily from 225 to 360 gallons per day for water (the simple average of the above referenced utilities is 279 gallons per day) and 185 to 270 gallons per day for wastewater (the simple average of the above references utilities is 218 gallons per day). The recommended downward adjustments in the level of service per ERC is more representative of service standards used by other utilities, the overall long-term downward trends in water use and corresponding sewer flow demands per residential connection being experienced by the County and other utilities throughout Florida and the nation, and generally provides a reserve margin for other specific needs (larger household sizes, weather events, etc.). The LOS is considered by Raftelis to be reasonable and is recommended for the development of the proposed fees for services. It is also recommended that the impact fees, including the level of service standard, be reviewed no later than five years from the date of this report. Capital Investment In the evaluation of the water and wastewater impact fees, the development of the estimated facility or infrastructure costs associated with the identified facility capacity is a primary component in the fee development. As previously mentioned, the determination of the facility or infrastructure costs in this study was based on a blend of the System Buy-in Method and the Improvements Method to identify the estimated localized cost of the infrastructure necessary to meet the near-term future capacity needs associated with new development within the District on a system-wide basis during the planning period. The planning period included a ten-year forecast period consistent with the County’s capital improvement planning process. The following is a discussion of the existing utility plant and new capital facility evaluation considered in the development of the impact fees for the water and wastewater utility systems. 11.C.a Packet Pg. 173 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 12 Existing Plant-in-Service In the determination of the impact fee associated with the servicing of future customers, any constructed capacity in the existing treatment and transmission utility system that is available to serve such growth was considered. Since this capacity was constructed and is available to serve the near-term incremental growth of the utility system, it is appropriate to recognize the capacity availability of such facilities. To evaluate the availability of the existing utility plant-in-service to meet or provide for near-term future capacity needs, it was necessary to functionalize the existing constructed utility plant by specific function or purpose (treatment, conveyance, etc.). The “functionalization” of the existing utility plant is necessary to: i) identify those assets that should be considered or included in the determination of the impact fees; and ii) match existing plant type to the capital improvements to meet future service needs. It was necessary to functionalize the utility plant into certain asset categories such that the estimated System infrastructure components (System-related expenditures that benefit all customers) can be identified such that the fee could be developed. The functional cost categories are based on the purpose of the assets and the service level that such assets provide or support. The following is a summary of the functional cost categories for the utility plant-in-service identified in this report. Functional Plant Categories Water Service Wastewater Service Other Plant Supply Treatment General Plant (Equipment, Vehicles, etc.) Treatment Effluent / Irrigation Quality Water Transmission Transmission Distribution Collection (Includes Local Lift Stations, Manholes, and Laterals) Fire Hydrants Meters and Services System improvement costs relate to those costs incurred to provide capacity needed to serve new growth and development and do not include site improvements and facilities that are planned and designed to provide service for a particular development project and that are necessary for the use and convenience of the occupants or users of the project or routine and periodic maintenance expenditures, personnel training, and other operating costs. Therefore, the costs of on-site facilities which serve a specific development or customer are not considered as a System cost, which is proportionately allocable to all users. These utility plant facilities include on-site (fronting the premise) water distribution and wastewater collection lines, meters and services, local lift stations, and fire hydrants are usually: i) donated by a developer as part of the District’s utility extension program (a contribution of the plant); ii) recovered from the individual properties through an assessment program based on those properties which receive special benefit from such facilities or from the application of a main line extension fee to recover the specific cost of such facilities; or iii) funded from the customer directly (e.g., by a “front-foot” charge where the on-site lines were initially financed by the utility and then paid by the customer or an installation charge to recover the cost of a new service line and/or the potable water meter). Such costs should not be a capital cost component included in the impact fee calculation. Additionally, assets or utility plants that are designed to have short service lives which are replaced on a recurring basis should also 11.C.a Packet Pg. 174 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 13 not be included since these assets are considered attributable to serving existing customers of the System. An example of this utility plant would be assets commonly referred to as “general plant” and would include vehicles, equipment, furniture, and other related assets. The County provided Raftelis with reported utility plant asset information through September 30, 2023 (the most recently completed fiscal year at the time of this analysis) that served as the basis of the functionalization of the existing utility plant-in-service. Appendix A at the end of this report provides a summary of the functionalization analysis of the existing utility plant-in-service for the System. The functionalized existing utility plant-in-service as shown in Appendix A represents the original installed cost of such assets (gross book value) when placed into service and represents all assets in service as of September 30, 2023 that were provided by the County and detailed in the utility asset records. This information represents the most current information available relative to the plant-in-service to serve the existing and near-term future customer base of each utility system. The assets represent “installed costs” and have not been restated to account for any fair market value adjustments which would reflect current costs (would essentially assume that assets were replaced with identical materials). If an asset had been upgraded, improved, or replaced by the County as of September 30, 2023, and is now in service, such assets were considered since they are physically in-service and represent the immediate basis for the capital cost being incurred by the County to provide service to future development . This also recognized that the asset that was replaced is retired, is no longer in service, and was assumed to not be included in the fixed asset register provided to Raftelis. (Remainder of page intentionally left blank) 11.C.a Packet Pg. 175 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 14 A summary of the functionalization of the existing utility plant-in-service in Appendix A is shown as follows: Summary of Water and Wastewater Utility System Existing Assets (Gross Utility Plant – as of September 30, 2023) Water System [1] Wastewater System [1] Totals Function Amount Percent Amount Percent Amount Percent Supply $94,186,892 12.7% $--- 0.0% $94,186,892 5.6% Treatment / Disposal 210,408,955 28.3% 294,266,079 31.5% 504,675,034 30.1% Transmission / Storage / Master Pumping 123,132,678 16.6% 137,814,142 14.7% 260,946,820 15.5% Effluent / Reclaimed --- 0.0% 48,158,833 5.2% 48,158,833 2.9% Hydrants / Meters / Services 13,667,297 1.8% --- 0.0% 13,667,297 0.8% General Equipment and Costs [2] 16,375,962 2.2% 20,399,884 2.2% 36,775,846 2.2% Distribution / Collection 186,626,349 25.1% 302,101,516 32.3% 488,727,865 29.1% Other [3] 45,814,199 6.2% 57,071,721 6.1% 102,885,920 6.1% Construction Work-in-progress [4] 53,761,005 7.2% 74,689,022 8.0% 128,450,027 7.7% Total Gross Utility Plant-in-service $743,973,337 100.0% $934,501,197 100.0% $1,678,474,534 100.0% [1] Amounts shown derived from utility asset records as of September 30, 2023 that were provided by the District as shown in Appendix A. [2] General Plant represents equipment, vehicles, and assets with short service lives, and was allocated to the water and wastewa ter systems in proportion to all other functionalized utility plants. [3] Reflects reported assets that: i) represent capitalized costs (e.g., studies) that did not directly link to an existing const ructed asset; and ii) certain asset costs considered to benefit only existing users; such amounts were not included as a capital cost for the determination of the impact fees. [4] Construction work-in-progress was not recognized as an existing asset for the determination of impact fees since the projects have not yet been completed and placed into service by the District and in many instances there potentially could be a corresponding adjustment to the installed value of existing gross utility plant for assets that would be retired or removed from the fixed asset register. As can be seen above and on Appendix A, approximately 58% of the installed water system assets and 51% of the installed wastewater system assets is considered as being treatment and disposal plant or transmission- related and have been considered as a cost for the development of the proposed water and wastewater impact fees. To determine the amount of constructed water supply / treatment and wastewater treatment / disposal plant (including IQ) assets available to meet future growth, it is necessary to identify the estimated amount of available capacity in such facilities. Table 1 at the end of this report provides an estimate of the available capacity and the allocated water supply and treatment utility fixed asset (plant) costs that was recognized as being available to serve future needs. A similar analysis is shown in Table 2 at the end of this report for the wastewater system. This estimate for water and wastewater capacity and the allocation of existing plant to future growth was based on: i) the permitted design capacity of the respective utility plant facilities; ii) the recognition of adjustments to present the facility capacity on an average daily demand / flow basis to be consistent with the assumed level of service requirements (dependable daily capacity); and iii) actual use of such facilities as experienced by the System service area through the Fiscal Year 2022. Based on this analysis, it was estimated that the existing water supply and treatment, wastewater treatment, and effluent disposal plant facilities had the following remaining and available capacity to meet future needs: 11.C.a Packet Pg. 176 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 15 Summary of Water and Wastewater Treatment Plant Capacities Plant Capacity (MGD) Water Utility Plant [1] Wastewater Utility Plant [2] Total Permitted Design Capacity (MMDD / MMADF – MGD) 52.000 42.350 Less Capacity Considered Offline and Removed from Service [3] (0.000) (0.750) Less Adjustment to Reflect Operational Treatment Capacity [4] (2.000) (0.000) Adjusted Permitted Design Capacity (MMDD / MMADF – MGD) 50.000 41.600 Peaking Factor [4] 1.090 1.130 Plant Capacity Expressed on Average Daily Demand / Flow Basis 45.872 36.814 Less Existing Plant Utilization (ADF) 34.701 24.009 Net Available to Meet Future Service Area Needs 11.171 12.805 Estimated Percent of Total System Capacity 24.35% 34.78% MMDD = Maximum Month Daily Demand MMADF = Maximum Month Average Daily Flow MGD = Million Gallons per Day ADF = Average Daily Flow [1] Amounts derived from Table 1. [2] Amounts derived from Table 2. [3] Reflects the removal of the Orange Tree Wastewater Treatment Plant which is no longer considered to be in service once the Northeast County Water Reclamation Facility is completed, tested, and transitioned into service which has been recognized in the impact fee analysis. [4] The utilized peaking factors are based on a review of historical peaking relationships experienced by each specific utility (presented on a coincident peak month basis). As shown above, it has been estimated that approximately 24.35% in existing water production and treatment utility assets is allocable to serve future development. With respect to the wastewater system, it is estimated that approximately 34.78% of the combined treatment and disposal utility assets is allocable to serve new customer growth. In the identification of the capital costs associated with constructed infrastructure to be considered in the development of the impact fees, certain assets were not considered, which included the following asset categories: • Water distribution assets that were identified as project improvements were assumed to be specific to providing service directly to the customer premises (referred to as an “on-site” capital improvement), and which would generally i) be contributed to the County by a developer; or ii) recovered in a separate fee such as a meter installation charge were not reflected as a system improvement. With respect to the determination of the water conveyance system assets that were considered as a Project Improvement (non-recognized asset) and based on discussions with the County, it was assumed that all water distribution pipe with a diameter size of 8-inches or less would be identified as a Project Improvement and not be identified as a System Improvement that is allocable to providing service generally to all customers. In addition to the water distribution (pipe) facilities, utility plants that would also fall into this functional asset category as a project improvement would include meters, hydrants, and services to the customer property. It was further assumed that all water distribution (transmission) mains with a pipe diameter size of 10-inches or greater, primary booster pumping stations and water storage facilities 11.C.a Packet Pg. 177 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 16 would be considered as the primary conveyance system assets and would be included in the fee determination as a System Improvement that would have a functional purpose that would generally benefit all users of the System. • Wastewater collection assets were assumed to be specific to providing service directly to the customer premises (referred to as an “on-site” capital improvement), and which would generally i) be contributed to the County by a developer; or ii) recovered in a separate fee such as a sewer tap charge were not reflected as a system improvement. With respect to the determination of the wastewater collection system that were considered as a Project Improvement (non-recognized asset) and based on discussions with the County, it was assumed that all wastewater force mains, low pressure sewers, vacuum sewers with a diameter size of 6-inches or less and gravity mains with a diameter of 8-inches or less would be identified as a Project Improvement and not be reflected as a System Improvement that is allocable to providing service generally to all customers. In addition to the wastewater collection (pipe) facilities, utility plant that would fall into this functional asset category would include local lift stations, manholes, and laterals to the individual customer properties. It was further assumed that all sewer interceptors which is a component of the sewer network that directs flow to the wastewater treatment plants and force mains and gravity sewers with a pipe diameter size of 10-inches or greater and primary or master pumping stations would be considered as primary conveyance assets and would be recognized as a system-wide cost and would be included in the fee determination as a system improvement. • In reviewing the fixed assets, several assets were deemed as “excluded assets” and not reflected in the fee evaluation. Examples of these reported assets included expenditures classified as engineering fees and capitalized salaries that could not be specifically allocated to or identified with a specific utility asset. • The County has also recognized a significant investment in what is referred to as general plant, which consists of equipment, vehicles, furniture, and other assets that have generally short service lives, which are replaced frequently. Because of the nature of this capital investment and the frequency of asset turnover, these expenditures were assumed to benefit only the existing customers being served and were not included in the impact fee analysis. Additional Capital Investment The System is continually in the process of updating and expanding the water and wastewater plant facilities to serve increasing demand, capacity requirements, new regulatory requirements, and improve and upgrade existing infrastructure, which will provide the ability to serve both existing and new development. To develop impact fees that link to the installed cost to provide service during the planning period, the expenditures associated with the System’s Capital Improvement Program (CIP) as currently planned by the County to meet the near-term future needs of the System have been considered in the development of the proposed impact fees. The County has prepared an eleven-year CIP, which outlines the capital improvements for both the water and wastewater systems. The County’s CIP is shown on Tables 3 and 4 at the end of this report for the water and wastewater systems, respectively. These capital improvements are for: i) improvements to and new facility expansions to meet anticipated service area demands; ii) upgrades and improvements to existing assets that may provide a benefit to both current and future users of the System (e.g., a transmission line relocation, upgrade facilities to assets that have capacity to serve growth); and iii) upgrades and improvements to assets or conducting capital programs that would generally benefit the current users of the System. 11.C.a Packet Pg. 178 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 17 With respect to the total water and wastewater utility systems, the County has identified approximately $2.14 billion in expenditures included as a component of its capital improvement program to be constructed or initiated through Fiscal Year 2033 (the capital planning cycle recognized in the fee determination). With respect to the water system, a summary of the water system CIP is shown on Table 3 at the end of this report. Based on the water system capital program as outlined in the CIP, several of the projects are for ongoing or recurring expenditures and may not be necessarily associated with a specific project; such expenditures are considered as an ongoing capital program and were assumed to only benefit existing customers and have not been considered in the fee determination. Approximately $947.4 million in water system capital improvements have been identified of which approximately $485.5 million in capital costs as System Improvements that have been recognized in the determination of the fees or for which a portion of the cost is considered as being available to be funded from impact fees. The amount of capital needs identified as an expenditure to determine the estimated installed or constructed cost of water utility infrastructure to determine the unit cost of capacity to be recovered from future growth is shown on Table 3 for water system and is summarized below: Summary of Water System Capital Improvement Program Recognized in Impact Fees [1] Amount Total Water Capital Improvement Program (CIP) Expenditures $947,390,330 Less Excluded Expenditures [2] (65,197,983) Capital Program – Net of Excluded Expenditures $882,192,347 Less Capital Not Considered as System Improvements [3] (280,183,023) Net Identified Capital Expenditures [4] $602,009,324 Allowance for Asset Retirement [5] (116,526,845) Net Amount of Capital Expenditures Recognized $485,482,480 Percent of Total CIP Recognized in Fee Development 51.2% [1] Amounts shown derived from Table 3 at the end of this report. [2] Represents assets, if any, considered to be required beyond the planning period for the fees (Fiscal Year 2033) or represent ongoing general capital program expenditures that were assumed to benefit only existing customers or change in cost subsequent to CIP development. [3] Represents capital expenditures of utility plant not considered as a System improvement that benefits all users; examples would include meter replacement program, local area water line replacements and improvements / upgrades, and other similar expenditures. [4] Amounts shown represent estimated capital expenditures for assets that are "System" costs and may be recognized in the determination of the estimated installed cost of facilities to be included in the determination of the impact fee. [5] Amounts shown represent adjustment for asset upgrades and improvements that result in an existing asset being retired from service to recognize only the marginal increase in asset value considered to be in service during the evaluation period to meet future capacity demands associated with new development. As can be seen above, approximately 51.2% of the total water Capital Improvement Program was recognized in the development of the impact fees for the water system. 11.C.a Packet Pg. 179 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 18 A similar analysis was performed for the wastewater system to determine the near-term capital expenditures to be recognized in the fee determination. A summary of the wastewater system CIP is shown on Table 4 at the end of this report. Based on the wastewater System capital program as outlined in the CIP, several of the projects are for ongoing or recurring expenditures and may not be necessarily associated with a specific project; such expenditures are considered as an ongoing capital program and were assumed to only benefit existing customers and have not been considered in the fee determination. Approximately $1.20 billion in wastewater system capital improvements have been identified of which approximately $498.76 million have been considered as System Improvements and recognized in the determination of the fees or for which a portion of the cost is considered as being available to be funded from impact fees. The amount of capital needs identified as an expenditure to determine the estimated installed or constructed cost of wastewater utility infrastructure to determine the unit cost of capacity to be recovered from future growth is shown on Table 4 for wastewater system and is summarized below: Summary of Wastewater System Capital Improvement Program Recognized in Impact Fees [1] Amount Total Wastewater Capital Improvement Program (CIP) Expenditures $1,197,307,082 Less Excluded Expenditures [2] (240,051,125) Capital Program – Net of Excluded Expenditures $957,255,957 Less Capital Not Considered as System Improvements [3] (369,075,076) Net Identified Capital Expenditures [4] $588,180,881 Allowance for Asset Retirement [5] (89,418,788) Net Amount of Capital Expenditures Recognized $498,762,093 Percent of Total CIP Recognized in Fee Development 41.7% [1] Amounts shown derived from Table 4 at the end of this report. [2] Represents assets, if any, considered to be required beyond the planning period for the fees (Fiscal Year 2033) or represent ongoing general capital program expenditures that were assumed to benefit only existing customers or change in cost subsequent to CIP development. [3] Represents capital expenditures of utility plant not considered as a System Improvement that benefits all users; examples would include local lift station replacement program, local area sewer line replacements, relining, and improvements / upgrades, and other similar expenditures. Additionally, interim plant facilities that represent temporary facilities have not been included in the fee determination since the assets are proposed to be out of service by the end of the analytical period recognized in the study. [4] Amounts shown represent estimated capital expenditures for assets that are "System" costs and may be recognized in the determination of the estimated installed cost of facilities to be included in the determination of the impact fee. [5] Amounts shown represent adjustment for asset upgrades and improvements that result in an existing asset being retired from service to recognize only the marginal increase in asset value considered in service to meet future capacity demands associated with new development. As can be seen above, approximately 41.7% of the total wastewater Capital Improvement Program was recognized in the development of the impact fees for the wastewater system. 11.C.a Packet Pg. 180 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 19 Design of Impact Fees Tables 5 and 6 at the end of this report provide the basis for the determination of the proposed impact fees for the water and wastewater systems, respectively. The derivation of the impact fees was based on the estimated installed or anticipated System improvement costs, facility capacity, and utility level of service standards recognized for the individually metered residential ERC components as presented earlier in this report. In the development of the proposed impact fees, several assumptions were utilized or incorporated. The major assumptions utilized in the design of the calculated impact fees included: 1. In the development of the proposed fees, the “System Buy-in” approach was recognized using the original cost method, adjusted for the estimated marginal cost increase associated with the recognition of the near-term System improvements and capacity expansions, if any, to match the estimated installed cost of infrastructure to the future fee recovery period. This method allocates the estimated proportionate share of the System improvements at the original cost (value) of the existing assets – the applicant requesting capacity contributes funds to the County for its share of the infrastructure constructed to serve System growth. It should be noted that this method does not impart or transfer ownership to the customer but is generally considered to provide access to capacity in the amount purchased at a status equal to that of the existing customers of the System. The proposed impact fees reflect the estimated proportionate share of the existing utility plant and anticipated near-term plant improvements and additions that are considered as a primary or “System improvement” expenditure that would be allocated to all users and is available to serve new development to reflect the estimated “buy-in” infrastructure value for the respective water and wastewater systems. The approach was based on the identification and allocation of the installed cost of the gross plant investment (expressed on an original cost basis – that is when the asset was originally placed into service and not the estimated replacement cost of such assets) that is available (in-service) to serve new growth. Under this approach, the applicant paying the impact fee is essentially reimbursing the System only for the applicant’s estimated proportionate share of the constructed facilities that are currently in- service as of September 30, 2023 and estimated to be constructed in the next 10 years (the capital planning period) that are available to meet the requests for System capacity from new development. This method also recognizes that as capital improvements are made to the utility system, the available net cost of capacity to meet the future demands of the new development would increase based on the net incremental change in asset value (i.e., an incremental cost addition which recognizes the cost of the plant additions less any plant retirements) identified based on the implementation of the capital plan. The recognition of the Capital Improvement Program provides a match of the estimated constructed gross plant investment that is anticipated to be in service to meet the growth demands of the System and the impact fee proposed to be charged during the projected period of the capital plan (i.e., the next ten fiscal years). This promotes the “localized cost” parameter in fee development and is considered as being reasonable for the determination of the impact fee. 2. The “System Buy-in” method recognizes the System improvements considered in the fee development based on the allocation of the installed cost of the gross plant investment that is considered available (in-service) to serve new growth. Under this approach, the applicant paying the impact fee is reimbursing the System for the applicant’s proportionate share of the facilities available to serve the new development. This method also recognizes that as improvements are made to the System, the 11.C.a Packet Pg. 181 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 20 available capacity to meet the future demands of the new development is being maintained and therefore the installed cost of the gross plant investment is reasonable. To the extent utility plant assets are upgraded, renewed or replaced and there is capacity in the utility plant to serve new customers, such new customers should be responsible for the pro rata share of the incremental and marginal cost of such improvements and such costs have been recognized in the fee; any capital costs that would be allocated to existing customers were not recognized in the impact fee development or should be recovered from the fees. 3. The level of service for a water individually metered equivalent residential connection (ERC) was assumed to be 275 gallons per day (gpd) expressed on an average daily flow basis (maximum month basis used to recognize fluctuations and seasonality effects on water use) of finished water delivered to the water system since this links to the capacity costs constructed to provide service; it does not represent the potable water use as metered at the customer premises. For the wastewater system, the level of service for a wastewater individually metered ERC was recognized to be 195 gpd expressed on an average daily flow basis provided at the wastewater treatment facilities. The recognized levels of service represent a reduction to the current level of service standards, which is consistent with the capacity planning assumptions used by the District in the development of the AUIR capacity utilization and need projections and were considered by Raftelis to be reasonable and reflective of industry trends and actual individually metered residential connection flows / capacity use. 4. To serve new development and requests for increased capacity, the County must build the necessary infrastructure in advance of the capacity request (growth); the construction of the infrastructure is significant when one reviews the amount of capital costs included in the fee determination. Based on a review of County financial documents and master planning studies and System reports, a significant portion of the System improvements were debt financed; thus, there is an interest carry cost that is being incurred by the County associated with the financing of the infrastructure. We have conservatively not reflected any cost of carry in the fee since: i) it is not a capital cost and in many instances a separate fee may be charged to recover or reimburse a utility for prior period interest expenses; and ii) the cost of carry can change frequently due to changes in debt structure (e.g., new debt issues and debt repayment and maturities, application of impact fees towards debt repayment, etc.) and the structure of the capital financing. 5. In the development of the proposed impact fees, no credit for the payment of future debt service was recognized because: i) the utility system is operated as an enterprise fund; ii) all financial resources received by the County stay within the fund for the benefit of such system; iii) the costs reflected in the fee are at original cost and not adjusted for any fair market value to reflect current cost conditions; iv) there is no interest-expense carry in the impact fee associated with the financing of the capital investment to serve new development; v) the County has historically used monies received from the application of the impact fees towards the payment of expansion-related debt; and vi) there are no other revenues received by the System from new development for the capital costs / utility plant reflected in the impact fee (e.g., ad valorem taxes on the property) or from the General Fund for new primary system construction. All realized impact fee funds remain in the System and the long-term capital financing costs for infrastructure constructed and available to serve new growth are mitigated by using the impact fees for ongoing expansion-related capital project financing or for the direct payment of the annual expansion-related debt service payments. As previously mentioned, the County historically has applied impact fees received by the System towards the payment of expansion-related debt to reduce the expenditure requirements for the benefit of the existing ratepayers. 11.C.a Packet Pg. 182 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 21 Based on the analysis of the primary System assets and the corresponding estimated capacity of such System, the following impact fees were calculated and are being proposed. Summary of Calculated and Proposed Impact Fees [1] Description Amount Water System [2] Water Supply/Treatment $5,637.00 Water Transmission $833.00 Proposed Water System Fee $6,470.00 Wastewater System [3] Wastewater Treatment/Disposal $4,846.00 Wastewater Transmission $768.00 Proposed Wastewater System Fee $5,614.00 [1] ERC representative of the allocated daily flow for an individually metered residential dwelling unit served by a 5/8” × 3/4” meter. [2] Amounts shown derived from Table 5 at the end of this report. [3] Amounts shown derived from Table 6 at the end of this report. The following table provides a summary of the proposed water and wastewater impact fees and the corresponding fee application basis by customer classification: Summary of Proposed Water and Wastewater Impact Fees Description Basis of Fee ERC Factor [1] Water Fee Wastewater Fee Residential (Meter) per ERC 1.00 $6,470.00 $5,614.00 Multi-family (sq. ft.) 0 – 750 sq. ft. per Unit 0.33 $2,135.00 $1,852.00 751 – 1,500 sq. ft. per Unit 0.67 4,334.00 3,761.00 1,501 sq. ft. or More per Unit 1.00 6,470.00 5,614.00 Non-residential (Meter) 3/4-inch per Meter Size 1.00 $6,470.00 $5,614.00 1-inch per Meter Size 1.67 10,804.00 9,375.00 1-1/2-inch per Meter Size 3.33 21,545.00 18,694.00 2-inch per Meter Size 5.33 34,485.00 29,922.00 3-inch per Meter Size 15.00 97,050.00 84,210.00 4-inch per Meter Size 33.33 215,645.00 187,114.00 6-inch per Meter Size 66.67 431,354.00 374,285.00 11.C.a Packet Pg. 183 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 22 8-inch per Meter Size 116.67 754,854.00 654,985.00 [1] Equivalent Residential Connection (ERC) factors for non-residential customers reflect rated hydraulic capacity of meter divided by 30 gallons per minutes based on rate capacity of smallest meter size. Impact Fee Comparisons In order to provide additional information to the County regarding the existing and calculated impact fees, a comparison of the existing and calculated fees for the District with other Florida jurisdictions was prepared. This comparison is summarized on Table 7 at the end of this report and provides a comparison of the existing and proposed District impact fees for single-family residential connections (i.e., one ERC) relative to the impact fees or comparable charges currently imposed by other municipal / governmental water and wastewater systems located primarily in the southwest Florida region. It is important to note that one must view the comparison with caution as no in-depth analysis has been performed to determine the methods used in the development of the water and wastewater impact fees imposed by others, nor has any analysis been made to determine whether 100% of the cost of new facilities is recovered from system capacity-related charges, or some percentage less than 100% with the balance recovered through the user charges. Additionally, no analysis was conducted as to the rate of capital facilities currently in service or planned for the utility. For example, the costs of wastewater effluent disposal for systems that do not discharge directly to surface waters generally have a higher capital cost per unit of capacity than those that do. Finally, the timing of the construction needs is extremely important in the fee development since the cost of construction has increased significantly since Fiscal Year 2021. For those utilities that are now expanding its capacity infrastructure, the cost of the capacity expansion can easily be double the price (expressed on a $ per gallon basis) when compared to the per-unit construction costs incurred prior to Fiscal Year 2021 which has a direct impact on the impact fees to be charges (is the reason for the County’s increase in impact fees being recommended in this report). The following is a summary of the survey results regarding the water system impact fee comparison expressed on a per ERC basis (generally the fee charged to a single-family residence) of the District’s fees with those of the surveyed utilities: (Remainder of page intentionally left blank) 11.C.a Packet Pg. 184 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 23 (Remainder of page intentionally left blank) 11.C.a Packet Pg. 185 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 24 The following is a summary of the survey results regarding the wastewater impact fee comparison expressed on a per ERC basis (generally the fee charged for a single-family residence) of the District fees with those of the surveyed utilities: (Remainder of page intentionally left blank) 11.C.a Packet Pg. 186 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 25 The following is a summary of the survey results regarding the combined water and wastewater impact fee comparison expressed on a per ERC basis (generally the fee charged for a single-family residence) of the District fees with those of the surveyed utilities: Some reasons why impact fees differ among utilities include, but are not limited to, the following: • Timing of capacity construction infrastructure needs and the embedded cost of the existing infrastructure being captured in the fees. • Water quality and proximity to source of supply. • Type of treatment process and disposal requirements (e.g., brine from reverse osmosis process, effluent from wastewater process). • Availability of grant and other external sources (e.g., other General Fund revenues such as sales taxes) available to finance expansion-related capital needs. • Density of service area, including number of ERCs served per mile of water and wastewater transmission lines and number of treatment facilities to serve the service area. • Age of system / level of renewals and replacements. • Utility life cycle (e.g., growth-oriented vs. mature). • Level of service standards. • Administrative decision to maintain fees at a level below what could justifiably be charged. 11.C.a Packet Pg. 187 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 26 • Addition of any administrative fees, as allowed by the Florida Impact Fee Act, which may be embedded as a cost recovery component in the fee charged. As shown on Table 7 at the end of this report, the average water and wastewater system impact fees for the 20 governmental entities surveyed are $2,088 and $3,149 (combined fee being $5,236), respectively, for a standard single-family residence (i.e., one ERC). It should be noted that many utilities have not adjusted fees in many years or may be in a mature position with limited growth potential. When comparing the fees for those counties that are considered to have the ability for continued growth, the proposed fees continue to remain comparable as shown below: (Remainder of page intentionally left blank) 11.C.a Packet Pg. 188 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 27 Summary of County and “High Growth” Areas Impact Fees – $/ERC [1] Water System Wastewater System Combined Fees Collier County: Existing Fees $3,382 $3,314 $6,696 Proposed Fees [1] 6,470 5,614 12,084 Surveyed Florida Utilities: Bonita Springs Utilities, Inc. $3,040 $3,925 $6,965 City of Bradenton 1,751 1,550 3,301 Charlotte County [3] 1,290 1,610 2,900 DeSoto County 1,910 4,140 6,050 Englewood Water District [2][3] 1,751 2,754 4,505 City of Fort Myers 2,070 2,011 4,081 Hillsborough County [3] 3,047 4,640 7,687 Lee County [3] 2,440 2,660 5,100 Manatee County [3] 1,738 3,175 4,913 City of Marco Island 4,380 5,220 9,600 Marion County 1,659 3,844 5,503 City of Naples [2] 1,416 2,324 3,740 City of North Port [3] 2,319 2,255 4,574 Orange County [3] 1,970 3,570 5,540 Pasco County [3] 1,633 3,032 4,665 Polk County 2,844 4,195 7,039 City of Punta Gorda 1,497 2,760 4,257 City of Sarasota [3] 900 2,577 3,477 Sarasota County [3] 2,950 3,190 6,140 Hernando County [3] 1,147 3,544 4,691 Other Florida Utilities’ Average $2,088 $3,149 $5,236 [1] Amounts shown derived from Table 7 at the end of this report. [2] Reflects utilities that have not adjusted fees in approximately ten years. [3] Utilities either have or anticipate conducting an impact fee study within the next 12 months. 11.C.a Packet Pg. 189 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 28 Conclusions and Recommendations Based on our evaluation of the District water and wastewater system impact fees, Raftelis offers the following conclusions and recommendations: 1. Based on our review, the County’s current water and wastewater impact fees do not appear to be recovering the estimated installed and anticipated proportional cost of the System Improvements to provide water and wastewater capacity expressed on a per equivalent residential connection basis for the cost of system water production, treatment and conveyance capacity or the system wastewater conveyance, treatment and disposal capacity. 2. Based on a review of prior studies, the County’s current level of service recognized in the development of the water impact fees is 300 gpd (average day) per ERC. Based on the on current metered water use for the individually metered residential customer class (i.e., an equivalent residential connection) and retail finished water deliveries coupled with the capacity planning estimates recognized in the County’s AUIR planning studies and documents, and based on discussions with the County it is recommended that the level of service standard for a water ERC be reduced to 275 gpd (average day) for the determination of water-related impact fees. The County’s current level of service recognized in the development of the wastewater impact fees is 200 gpd (average day) per ERC. Based on estimates of indoor water use, current billed wastewater flows for the individually metered residential customer class, wastewater treatment requirements, capacity planning parameters recognized in the County’s AUIR planning studies and documents, and based on discussions with the County, it is recommended that the level of service standard for a wastewater ERC be reduced to 195 gpd (average day) for the determination of wastewater-related impact fees. 3. Based on levels of service per ERC and the capital costs identified, the proposed impact fees for the water and wastewater systems, respectively, are as follows: Existing and Proposed Fiscal Year 2024 Calculated Water and Wastewater Impact Fees per ERC Difference System Proposed LOS (gpd) Existing Fees Proposed Fees Amount Percent Water 275 $3,382.00 $6,470.00 $3,088.00 91.3% Wastewater 195 3,314.00 5,614.00 2,300.00 69.4% Total $6,696.00 $12,084.00 $5,388.00 80.5% ERC = Equivalent Residential Connection Raftelis considers the impact fees to support the rational nexus requirements whereby the benefits received by the applicant (new development) are reasonably related to the capital cost of providing utility services; Raftelis considers the proposed impact fees to be based on localized costs and reasonable. 11.C.a Packet Pg. 190 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study 29 4. It is recommended that the County evaluate the sufficiency of the proposed impact fees no later than five years from the date of this report to provide that the capital cost recovery in the fee is consistent with the County’s investment in System improvement infrastructure. 5. Consistent with our scope of services, Raftelis only reviewed the water and wastewater impact fee levels and did not review the County’s methodology for charging the impact fees to applicants / new development requesting capacity as shown in the Impact Fee Ordinance in Appendix B. Appendix C reflects the proposed fees applied to the County’s existing methodology. 6. The Florida Impact Fee Act provides that entities cannot implement increases in impact fees less than 90 days after the effective date of an ordinance or resolution imposing the amended fees (notice to the community). Although the County’s legal utility counsel does not consider the Act to be applicable to water and wastewater impact fees, the County has historically followed the provisions of this implementation Florida Statute. Due to the magnitude of the increase, it is recommended that the County follow historical precedent and implement the recommended impact fees not less than 90 days after the effective date of an ordinance or resolution imposing the amended fees (notice to the community). (Remainder of page intentionally left blank) 11.C.a Packet Pg. 191 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study Tables Table 1 Development of Existing Water Production / Treatment Facility Capacity Available to Serve System Growth Table 2 Development of Existing Wastewater Treatment Facility Capacity Available to Serve System Growth Table 3 Summary of Water Capital Improvement Program by Plant Function Through Fiscal Year 2033 Table 4 Summary of Wastewater Capital Improvement Program by Plant Function Through Fiscal Year 2033 Table 5 Development of Water System Impact Fee Table 6 Development of Wastewater System Impact Fee Table 7 Comparison of Water and Wastewater Impact Fees per ERC Appendices Appendix A: Summary of Existing Utility System Assets Appendix B: Existing Water and Wastewater Impact Fee Ordinance Appendix C: Existing and Proposed Water and Wastewater System Impact Fee Schedule in County Format 11.C.a Packet Pg. 192 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study Analysis Tables 11.C.a Packet Pg. 193 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Table 1 Collier County Water-Sewer District Water and Wastewater Impact Fee Study Development of Existing Water Production / Treatment Facility Capacity Available to Serve System Growth Line Water No. Description System 1 Existing Treatment Plant Capacity of System (MMADF-MGD) [1]52.000 2 Less Capacity Considered Offline and Removed from Service (MGD) [2]- 3 Less Adjustment to Reflect Operational Treatment Capacity (MGD) [3](2.000) 4 Adjusted Treatment Plant Capacity of System (MMADF-MGD)50.000 5 Adjustment to Reflect Maximum Month ADF of Water Treatment System (MGD) [4](4.128) 6 Dependable Treatment Plant Capacity (ADDF)45.872 7 Average Maximum Month Daily Demand Recognized [5]34.701 8 Remaining Estimated System Capacity (MMADD) to Serve Future Growth (MGD)11.171 9 Percent of Total Existing System Capacity Available to Serve Future Growth 24.35% 10 Capacity Available to Service New Growth (MMADF-MGD)11.171 11 Capacity Available to Service New Growth (gallons)11,170,689 12 Level of Service Standard Per ERC (gallons per day) [6]275 13 Number of ERCs Available to be Served by Existing Available Capacity [Line 11 / Line 12]40,621 MGD = Million Gallons Per Day MMADF = Maximum Month Average Daily Flow ADD = Average Daily Demand ADF = Average Daily Flow _____________________ Footnotes on following page. 11.C.a Packet Pg. 194 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Table 1 Collier County Water-Sewer District Water and Wastewater Impact Fee Study Development of Existing Water Production / Treatment Facility Capacity Available to Serve System Growth Footnotes: [1]Amounts reflect MMADF treatment capacity of facilities as provided by the District. The permitted capacities of the two individual regional facilities are 20.0 MMADF-MGD for the North County Regional Water Treatment Plant (WTP), and 32.0 MMADF-MGD for the South County Regional WTP. [2]Based on information presented in the AUIR, no facilities are assumed to be removed from service. [3]Adjustment to reflect Total Operational Capacity which is the capacity of the largest non-redundant treatment unit which could be out of service during a period of peak demand and is estimated by the County to be 2.0 MGD. In accordance with the County's July 2021 Draft Potable Water Master Plan, the Total Operational Capacity must be sufficient for the maximum day demand. [4] With respect to the water facilities, the plant capacity is expressed on a maximum month daily flow basis. To be consistent with the level of service requirements for the water system, the plant capacity was adjusted to reflect an average daily demand basis. A peak day to maximum month daily demand factor of 1.09 was utilized as supported by finished water flow data contained in the Monthly Operating Reports filed with the Florida Department of Environmental Protection (FDEP) as shown below: Maximum Annual Average Month Daily Peak Day Estimated Peak / Daily Demand Demand Demand Maximum (MGD) (a) (MGD) (a) (MGD) (a) Month Factor Fiscal Year 2010 23.015 24.774 28.133 1.136 Fiscal Year 2011 24.292 27.999 29.352 1.048 Fiscal Year 2012 24.086 27.960 29.839 1.067 Fiscal Year 2013 23.753 28.440 30.383 1.068 Fiscal Year 2014 25.581 29.125 30.024 1.031 Fiscal Year 2015 26.009 30.009 31.339 1.044 Fiscal Year 2016 26.147 30.571 33.891 1.109 Fiscal Year 2017 26.222 31.671 32.953 1.040 Fiscal Year 2018 26.239 30.812 38.984 1.265 Fiscal Year 2019 26.738 31.072 34.749 1.118 Fiscal Year 2020 27.667 31.997 34.023 1.063 Fiscal Year 2021 26.154 30.400 32.720 1.076 Fiscal Year 2022 28.010 32.874 39.273 1.195 Fiscal Year 2023 29.954 34.701 36.373 1.048 Historical Period Maximum 1.265 Historical Period-Year Average 1.090 Historical Period Adjusted Average (less maximum and minimum)1.100 Factor Utilized For Impact Fee Determination Purposes 1.090 50.000 MMDD-MGD Capacity / 1.09 Peaking Factor = 45.872 ADD-MGD Capacity. 50.000 Less 45.872 = 4.128. (a) Amounts shown include adjustments for the acquisition of the Orange Tree (acquired March 1, 2017) and Golden Gate Utility System (acquired March 1, 2018) as if such Systems were under County Ownership for the historical period to provide comparability among all periods. 11.C.a Packet Pg. 195 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Table 1 Collier County Water-Sewer District Water and Wastewater Impact Fee Study Development of Existing Water Production / Treatment Facility Capacity Available to Serve System Growth Footnotes: [5]Reflects the highest reported average daily demand experienced by the District's water treatment facilities for the fifteen Fiscal Year period ended 2022 as shown below: Water Maximum Period Reported for Historical Period - MMADD (*)34.701 (*) Reference is made to Footnote 3 for applicable water daily demand data. [6]The level of service factor for an ERC reflects capacity requirements expressed on an average daily water demand basis for a standard equivalent residential unit. Level of Service - Gallons per Capita per Day 130.0 Adjustment to Remove General Service Water Demands 2022 Billed Water Sales - Residential Service (Thousands of Gallons)6,870,418 2022 Billed Water Sales - General Service (Thousands of Gallons)1,628,263 2022 Billed Water Sales - Irrigation Service (Thousands of Gallons)546,063 2022 Billed Water Sales - Wholesale Service (Thousands of Gallons)- Total 2022 Billed Water Sales (Thousands of Gallons) All Customer Classes 9,044,744 All Customer Classes Excluding Wholesale Service (Retail Service)9,044,744 Residential as a Percent of Retail Service 80.84% Estimated Level of Service - Gallons per Capita per Day - Residential Service Only 105.1 U.S. Census Projection - 2017-2021 Persons per Average Permanent Household 2.40 Level of Service per ERC Calculated - AADF 252.24 Adjust for Level of Service per ERC - MMADF 1.09 274.94 Level of Service per ERC Recognized - MMADF 275.00 11.C.a Packet Pg. 196 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Table 2 Collier County Water-Sewer District Water and Wastewater Impact Fee Study Development of Existing Wastewater Treatment Facility Capacity Available to Serve System Growth Line Wastewater No. Description System 1 Existing Treatment Plant Capacity of System (ADF-MGD) [1] 42.350 2 Less Existing Capacity Considered to be Removed from Service and Considered Off-line [1] (0.750) 3 Less Adjustment to Reflect Operational Treatment Capacity - 4 Adjusted Treatment Plant Capacity of System (MMADF-MGD) 41.600 5 Adjustment to Reflect Maximum Month ADD of Wastewater Treatment System (MGD) [2] (4.786) 6 Dependable Treatment Plant Capacity (ADD) 36.814 7 Average Maximum Month Daily Demand Recognized [3] 24.009 8 Remaining Estimated System Capacity (MMADF) to Serve Future Growth (MGD) 12.805 9 Percent of Total Existing System Capacity Available to Serve Future Growth 34.78% 10 Existing Capacity Available to Service New Growth (MMADF) 12.805 11 Existing Capacity Available to Service New Growth (gallons) 12,805,159 12 Level of Service Standard Per ERC (gallons per day) [4] 195 13 Number of ERCs That Could Be Served By Existing Capacity [Line 11 / Line 12]65,667 MGD = Million Gallons Per Day MMADF = Maximum Month Average Daily Flow ADD = Average Daily Demand ADF = Average Daily Flow _____________________ Footnotes on following page. 11.C.a Packet Pg. 197 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Table 2 Collier County Water-Sewer District Water and Wastewater Impact Fee Study Development of Existing Wastewater Treatment Facility Capacity Available to Serve System Growth Footnotes: [1] Amounts reflect permitted MMADF wastewater treatment plant capacity of facilities. The permitted capacities of the of the wastewater treatment facilities are: 24.1 MMADF-MGD for the North County Water Reclamation Facility, 16.0 MMADF-MGD for the South County Water Reclamation Facility, 1.50 MMADF-MGD for the Golden Gate Wastewater Treatment Facility, and 0.75 MMADF-MGD for the Orange Tree Wastewater Treatment Facility. The Orange Tree Wastewater Treatement Facility is planned to be removed from service by the County in the near future and is not included in the determination of the existing Wastewater System capacity. [2] With respect to the existing wastewater facilities, the plant capacity is expressed on a maximum month daily flow basis. To be consistent with the level of service requirements for the wastewater system, the plant capacity was adjusted to reflect an average daily demand basis. A maximum month daily demand to annual average daily demand peaking factor of 1.13 was utilized as supported by treated wastewater flow data presented in the Monthly Operating Reports filed by the County with the Florida Department of Environmental Protection (FDEP) as shown below: Maximum Annual Average Month Daily Daily Demand Demand Estimated Peak (MGD) (a) (MGD) (a) Month Factor Fiscal Year 2010 15.673 17.339 1.11 Fiscal Year 2011 16.077 18.146 1.13 Fiscal Year 2012 17.334 19.564 1.13 Fiscal Year 2013 18.538 20.748 1.12 Fiscal Year 2014 17.657 20.952 1.19 Fiscal Year 2015 18.730 21.024 1.12 Fiscal Year 2016 19.411 23.085 1.19 Fiscal Year 2017 20.132 23.659 1.18 Fiscal Year 2018 19.150 21.328 1.11 Fiscal Year 2019 20.234 23.406 1.16 Fiscal Year 2020 20.421 23.321 1.14 Fiscal Year 2021 21.574 22.660 1.05 Fiscal Year 2022 22.282 24.009 1.08 Fiscal Year 2023 21.590 23.575 1.09 Historical Period Maximum 1.19 Historical Period-Year Average 1.13 Historical Period Adjusted Average (less maximum and minimum) 1.13 Factor Utilized for Impact Fee Determination Purposes 1.13 41.600 MMDD-MGD Capacity / 1.13 Peaking Factor = 36.814 AADD-MGD Capacity. 41.600 Less 36.814 = 4.786. (a) Amounts shown include adjustments for the acquisition of the Orange Tree (acquired March 1, 2017) and Golden Gate Utility System (acquired March 1, 2018) as if such Systems were under County Ownership for the historical period to provide comparability among all periods. 11.C.a Packet Pg. 198 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Table 2 Collier County Water-Sewer District Water and Wastewater Impact Fee Study Development of Existing Wastewater Treatment Facility Capacity Available to Serve System Growth Footnotes: [3]Reflects the highest reported average daily flow experienced by the District's wastewater treatment facilities for the nineteen Fiscal Year period ended 2022 as shown below: Wastewater Maximum Period Reported for Historical Period - MMADD (*) 24.009 (*) Reference is made to Footnote 2 for applicable wastewater daily flow data. [4]The level of service factor for an ERC reflects capacity requirements expressed on an average daily wastewater demand basis for a standard equivalent residential unit. Level of Service - Gallons per Capita per Day per AUIR 90.0 Adjustment to Remove General Service Wastewater Demands 2022 Billed Wastewater Flows - Residential Service (Thousands of Gallons)7,059,751 2022 Billed Wastewater Flows - General Service (Thousands of Gallons) 1,771,333 Total 2022 Billed Wastewater Flows (Thousands of Gallons) All Customer Classes 8,831,084 Residential as a Percent of Retail Service 79.94% Estimated Level of Service - Gallons per Capita per Day - Residential Service Only 71.9 U.S. Census Projection - 2017-2021 Persons per Household 2.40 Level of Service per ERC Calculated - ADF 172.56 Adjust for Level of Service per ERC - MMADF 1.13 194.99 Level of Service per ERC Recognized - MMADF 195.00 AUIR = Annual Update & Inventory Report prepared by the County dated December 13, 2022. 11.C.a Packet Pg. 199 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Table 3Collier County Water-Sewer DistrictWater and Wastewater Impact Fee StudySummary of Water Capital Improvement Program By Plant Function Through Fiscal Year 2033 Purpose 2023-2033 Net AmountFunctional CategorySystem Improvement Retirement AdjustmentLine Existing Estimated For Future Supply Treatment Transmission & Storage Distribution/Transmission &No.Project DescriptionTypeExpansionNewImproveCapital CostAdjustmentsExpendituresExistingExpansionExistingExpansionExistingExpansionOtherTotalSupplyTreatmentStorageWATER SYSTEMFund 411: Expansion-Related Water System Capital Projects1 Northeast Utility Facilities WTP/WRF (design)Treatment 100.00% 0.00% 0.00% $86,321 $0 $86,321 $0 $0 $0 $86,321 $0 $0 $0 $86,321 $0 $0 $02 NE Utility Facilities WTP/WRF - DesignTreatment 100.00% 0.00% 0.00% 100,829 0 100,829 0 0 0 100,829 0 0 0 100,829 0 0 03 NE Utility Facilities - PermittingTreatment 100.00% 0.00% 0.00% 13,319 0 13,319 0 0 0 13,319 0 0 0 13,319 0 0 04 Golden Gate City Utility Ph 1 & 2 (Transmission)Treatment 100.00% 0.00% 0.00% 421,488 0 421,488 0 0 0 421,488 0 0 0 421,488 0 0 05 NERWTP Wellfield Supply 100.00% 0.00% 0.00% 3,439,305 0 3,439,305 0 3,439,305 0 0 0 0 0 3,439,305 0 0 06 Northeast Regional WTreatment 100.00% 0.00% 0.00% 5,818,934 0 5,818,934 0 0 0 5,818,934 0 0 0 5,818,934 0 0 07 NERWTP Phase IB Wellfield ExpSupply 100.00% 0.00% 0.00% 32,601 0 32,601 0 32,601 0 0 0 0 0 32,601 0 0 08 Lime Softening 4th Reactor (See 412) 70135Treatment 0.00% 0.00% 100.00% 107,237 0 107,237 0 0 107,237 0 0 0 0 107,237 0 56,903 09 Replace Lime Softening Reactor (See 412) 70135Treatment 0.00% 0.00% 100.00% 16,925 0 16,925 0 0 16,925 0 0 0 0 16,925 0 8,981 010 Wellfield Program Supply 100.00% 0.00% 0.00% 968,485 0 968,485 0 968,485 0 0 0 0 0 968,485 0 0 011 NE Project Mgt/Oversight (See 413)Treatment 100.00% 0.00% 0.00% 790,876 0 790,876 0 0 0 790,876 0 0 0 790,876 0 0 012 NERWTP Phase IB Wellfield ExpSupply 100.00% 0.00% 0.00% 155 0 155 0 155 0 0 0 0 0 155 0 0 013 Total Fund 411: Expansion-Related Water System Capital Projects$11,796,474 $0 $11,796,474 $0 $4,440,546 $124,161 $7,231,766 $0 $0 $0 $11,796,474 $0 $65,884 $0Fund 412: Upgrades and Improvments Water System Capital Projects14 Integrated Asset Management ProgramOther 0.00% 0.00% 100.00% $2,540,250 ($2,540,250) $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $015 Lely Golf Estates (PUR)Distribution 0.00% 0.00% 100.00% 53,193,089 0 53,193,089 0 0 0 0 0 0 53,193,089 53,193,089 0 0 016 Water Meter Renewal and Replacement ProgramDistribution 0.00% 0.00% 100.00% 38,959,363 0 38,959,363 0 0 0 0 0 0 38,959,363 38,959,363 0 0 017 Real Property/Infrastructure AuditOther 0.00% 0.00% 100.00% 578,112 (578,112) 0 0 0 0 0 0 0 0 0 0 0 018 Cross Connections ProgramDistribution 0.00% 0.00% 100.00% 11,004,994 0 11,004,994 0 0 0 0 0 0 11,004,994 11,004,994 0 0 019 Fire Hydrants ReplacementDistribution 0.00% 0.00% 100.00% 1,100,282 0 1,100,282 0 0 0 0 0 0 1,100,282 1,100,282 0 0 020 Utility Master PlanOther 0.00% 0.00% 100.00% 1,299,999 (1,299,999) 0 0 0 0 0 0 0 0 0 0 0 021 Water Plant Concrete Structure Rehabilitation and ImprovementsTreatment 0.00% 0.00% 100.00% 2,111,721 0 2,111,721 0 0 2,111,721 0 0 0 0 2,111,721 0 1,120,550 022 Water Lighting/ Surge Protection & GroundingTreatment 0.00% 0.00% 100.00% 1,598,044 0 1,598,044 0 0 1,598,044 0 0 0 0 1,598,044 0 847,976 023 NCRWTP Lightning/Surge Protection-DesignTreatment 0.00% 0.00% 100.00% 32,701 0 32,701 0 0 32,701 0 0 0 0 32,701 0 17,352 024 FDOT Utility Construction Projects - WTrans 0.00% 0.00% 100.00% 1,130,686 0 1,130,686 0 0 0 0 1,130,686 0 0 1,130,686 0 0 482,54225 Well/Plant Power SystemTreatment 0.00% 0.00% 100.00% 16,137,593 0 16,137,593 0 0 16,137,593 0 0 0 0 16,137,593 0 8,563,144 026 Tamiami Well No. 6/11 - DesignSupply 0.00% 0.00% 100.00% 145,263 0 145,263 145,263 0 0 0 0 0 0 145,263 80,196 0 027 Tamiami Well No. 6/11 - ConstSupply 0.00% 0.00% 100.00% 214,367 0 214,367 214,367 0 0 0 0 0 0 214,367 118,346 0 028 Tamiami Well No. 6 - ConstSupply 0.00% 0.00% 100.00% 11,048 0 11,048 11,048 0 0 0 0 0 0 11,048 6,099 0 029 Countywide Utility Projects - WaterDistribution 0.00% 0.00% 100.00% 527,930 0 527,930 0 0 0 0 0 0 527,930 527,930 0 0 030 Remote Water Sites SCADA Support Operating Other 0.00% 0.00% 100.00% 3,800,969 0 3,800,969 0 0 0 0 0 0 3,800,969 3,800,969 0 0 031 Wellfield/Raw Water Booster Station Op TSPSupply 0.00% 0.00% 100.00% 32,205,873 0 32,205,873 32,205,873 0 0 0 0 0 0 32,205,873 17,779,925 0 032 NRO Wellfield Infrastruct Repl (Design)Supply 0.00% 0.00% 100.00% 121,896 (121,896) 0 0 0 0 0 0 0 0 0 0 0 033 SCRWTP SCADA Support OperatingOther 0.00% 0.00% 100.00% 3,970,610 0 3,970,610 0 0 0 0 0 0 3,970,610 3,970,610 0 0 034 NE Svs Area IntergDistribution 0.00% 0.00% 100.00% 12,318 0 12,318 0 0 0 0 0 0 12,318 12,318 0 0 035 Water Plant ComplianceTreatment 0.00% 100.00% 0.00% 2,513,515 (2,513,515) 0 0 0 0 0 0 0 0 0 0 0 036 Lime Treatment TSPTreatment 0.00% 0.00% 100.00% 3,167,582 (3,167,582) 0 0 0 0 0 0 0 0 0 0 0 037 Facility Infrastructure Maint Water Treatment 0.00% 0.00% 100.00% 3,935,377 (3,935,377) 0 0 0 0 0 0 0 0 0 0 0 038 Infrastructure TSP Field Ops-WaterDistribution 0.00% 0.00% 100.00% 1,599,309 (1,599,309) 0 0 0 0 0 0 0 0 0 0 0 039 Infrastructure TSP -Water PlantsTreatment 0.00% 0.00% 100.00% 7,059,598 (7,059,598) 0 0 0 0 0 0 0 0 0 0 0 040 Naples Pk Basin OptimizationDistribution 0.00% 0.00% 100.00% 22,112,620 0 22,112,620 0 0 0 0 0 0 22,112,620 22,112,620 0 0 041 98th Avenue North PUR - Design & ConstruDistribution 0.00% 0.00% 100.00% 69,823 0 69,823 0 0 0 0 0 0 69,823 69,823 0 0 042 99th Avenue North PUR - Design & ConstruDistribution 0.00% 0.00% 100.00% 68,580 0 68,580 0 0 0 0 0 0 68,580 68,580 0 0 043 105th Avenue North PUR - Design & ConstrDistribution 0.00% 0.00% 100.00% 1,203,259 0 1,203,259 0 0 0 0 0 0 1,203,259 1,203,259 0 0 044 106th Avenue North PUR - Design & ConstrDistribution 0.00% 0.00% 100.00% 1,304,582 0 1,304,582 0 0 0 0 0 0 1,304,582 1,304,582 0 0 045 Utility Billing Customer Serv SoftwareOther 0.00% 0.00% 100.00% 10,000 0 10,000 0 0 0 0 0 0 10,000 10,000 0 0 046 VB DR CDS Basin 101Distribution 0.00% 0.00% 100.00% 298,545 0 298,545 0 0 0 0 0 0 298,545 298,545 0 0 047 Naples Park Water Main ReplacementDistribution 0.00% 0.00% 100.00% 84,402 0 84,402 0 0 0 0 0 0 84,402 84,402 0 0 048 Large Meters Renewal & ReplacementDistribution 0.00% 0.00% 100.00% 10,091,071 0 10,091,071 0 0 0 0 0 0 10,091,071 10,091,071 0 0 049 SCRWTP Power Systems ReliabilityTreatment 0.00% 0.00% 100.00% 1,055,861 0 1,055,861 0 0 1,055,861 0 0 0 0 1,055,861 0 560,275 050 SCRWTP Reactor #4Treatment 0.00% 100.00% 0.00% 1,653,365 0 1,653,365 0 0 1,653,365 0 0 0 0 1,653,365 0 0 051 SCRWTP Reactor Tank #4 - ConstructionTreatment 0.00% 100.00% 0.00% 3,689,555 0 3,689,555 0 0 3,689,555 0 0 0 0 3,689,555 0 0 052 Water Plant Capital ProjectsTreatment 0.00% 0.00% 100.00% 6,861,260 0 6,861,260 0 0 6,861,260 0 0 0 0 6,861,260 0 3,640,813 053 NCRWTP Equipment Annex DesignTreatment 0.00% 0.00% 100.00% 72,589 (72,589) 0 0 0 0 0 0 0 0 0 0 0 054 SCRWTP Filter ReplacementTreatment 0.00% 0.00% 100.00% 54,292 0 54,292 0 0 54,292 0 0 0 0 54,292 0 28,809 055 SCRWTP Lime Slakers Replacement (Cap)Treatment 0.00% 0.00% 100.00% 8,838 0 8,838 0 0 8,838 0 0 0 0 8,838 0 4,690 056 NCRWTP Equipment Annex ConstructionTreatment 0.00% 0.00% 100.00% 284,571 0 284,571 0 0 284,571 0 0 0 0 284,571 0 151,003 057 Government Operations Business ParkDistribution 0.00% 0.00% 100.00% 18,679 0 18,679 0 0 0 0 0 0 18,679 18,679 0 0 058 Collier County Central Inv Bldg (Cap) GOBPOther 0.00% 0.00% 100.00% 123,686 0 123,686 0 0 0 0 0 0 123,686 123,686 0 0 059 Fueling Depot (Cap) GOBPOther 0.00% 0.00% 100.00% 96,821 0 96,821 0 0 0 0 0 0 96,821 96,821 0 0 060 Collier County Ops & Security Bldg (Cap) GOBPOther 0.00% 0.00% 100.00% 193,434 0 193,434 0 0 0 0 0 0 193,434 193,434 0 0 061 PUD Logistics & Operations Center (Cap) GOBPOther 0.00% 0.00% 100.00% 315,133 0 315,133 0 0 0 0 0 0 315,133 315,133 0 0 062 General Site Development (Cap) GOBPOther 0.00% 0.00% 100.00% 739,910 0 739,910 0 0 0 0 0 0 739,910 739,910 0 0 063 Orangetree Plant TSP (op)Distribution 0.00% 0.00% 100.00% 498 (498) 0 0 0 0 0 0 0 0 0 0 0 064 Distribution Capital Projects (unplanned)Distribution 0.00% 0.00% 100.00% 13,773,598 0 13,773,598 0 0 0 0 0 0 13,773,598 13,773,598 0 0 065 Warren St. LoopingDistribution 0.00% 0.00% 100.00% 89,492 0 89,492 0 0 0 0 0 0 89,492 89,492 0 0 066 Trail Blvd. WM ReplacementDistribution 0.00% 0.00% 100.00% 1,061,496 0 1,061,496 0 0 0 0 0 0 1,061,496 1,061,496 0 0 067 YMCA Road AC WM ReplacementDistribution 0.00% 0.00% 100.00% 413,152 0 413,152 0 0 0 0 0 0 413,152 413,152 0 0 068 Twin Eagles Mon PanlDistribution 0.00% 0.00% 100.00% 18,888 0 18,888 0 0 0 0 0 0 18,888 18,888 0 0 069 NE Utility FacilitiesTrans 0.00% 100.00% 0.00% 4,128,980 0 4,128,980 0 0 0 0 4,128,980 0 0 4,128,980 0 0 070 Interim NE Facilities - PermittingTrans 0.00% 100.00% 0.00% 700 0 700 0 0 0 0 700 0 0 700 0 0 071 NESA Wellfield - Phase 1 DesignSupply 0.00% 100.00% 0.00% 443,994 0 443,994 443,994 0 0 0 0 0 0 443,994 0 0 072 NESA_ITP Security (cap)Supply 0.00% 100.00% 0.00% 21,158 0 21,158 21,158 0 0 0 0 0 0 21,158 0 0 073 NE Utility Facilities WTP/WRF - Design criteriaTreatment 0.00% 100.00% 0.00% 75,387 0 75,387 0 0 75,387 0 0 0 0 75,387 0 0 074 NE Utility Facilities WTP/WRF - DesignTreatment 0.00% 100.00% 0.00% 289 0 289 0 0 289 0 0 0 0 289 0 0 075 NE Utility Facilities WTP/WRF-PermittingTreatment 0.00% 100.00% 0.00% 42,900 0 42,900 0 0 42,900 0 0 0 0 42,900 0 0 076 NE Utility Facilities WTP/WRF-ConstructionTreatment 0.00% 100.00% 0.00% 2,683,018 0 2,683,018 0 0 2,683,018 0 0 0 0 2,683,018 0 0 077 Tamiami WellfieldSupply 0.00% 50.00% 50.00% 10,620,631 0 10,620,631 10,620,631 0 0 0 0 0 0 10,620,631 2,931,671 0 078 Collier County Utility StandardsOther 0.00% 0.00% 100.00% 312,287 (312,287) 0 0 0 0 0 0 0 0 0 0 0 079 Golden Gate City Utility ComplianceOther 0.00% 0.00% 100.00% 1,340,052 0 1,340,052 0 0 0 0 0 0 1,340,052 1,340,052 0 0 080 WM Install: 50th Terr SW - Design (Cap)Distribution 0.00% 0.00% 100.00% 14,538 0 14,538 0 0 0 0 0 0 14,538 14,538 0 0 081 WM Install: 50th Terr SW -Constr (Cap)Distribution 0.00% 0.00% 100.00% 609,582 0 609,582 0 0 0 0 0 0 609,582 609,582 0 0 082 VBR Extension - Utility RelocationsTrans 0.00% 0.00% 100.00% 9,250,925 0 9,250,925 0 0 0 0 9,250,925 0 0 9,250,925 0 0 3,948,00683 US 41 East WM Upgrades and ImprovementsTrans 0.00% 0.00% 100.00% 137,555 0 137,555 0 0 0 0 137,555 0 0 137,555 0 0 58,70484 Palm River PURDistribution 0.00% 0.00% 100.00% 26,024,054 0 26,024,054 0 0 0 0 0 0 26,024,054 26,024,054 0 0 085 Palm River PUR - Design (cap)Distribution 0.00% 0.00% 100.00% 281,811 0 281,811 0 0 0 0 0 0 281,811 281,811 0 0 086 Palm River PUR - Construction Adm (cap)Distribution 0.00% 0.00% 100.00% 126,094 0 126,094 0 0 0 0 0 0 126,094 126,094 0 0 087 Palm River PUR - Area 1&2 Constru (cap)Distribution 0.00% 0.00% 100.00% 2,315,434 0 2,315,434 0 0 0 0 0 0 2,315,434 2,315,434 0 0 088 Golden Gate WTPTreatment 0.00% 0.00% 100.00% 692,382 0 692,382 0 0 692,382 0 0 0 0 692,382 0 367,401 089 Manatee Pump Station Yard Piping ImprovementsTrans 0.00% 0.00% 100.00% 3,182,700 0 3,182,700 0 0 0 0 3,182,700 0 0 3,182,700 0 0 1,358,27790 Manatee Road Water Main ImprovementsTrans 0.00% 0.00% 100.00% 1,092,727 0 1,092,727 0 0 0 0 1,092,727 0 0 1,092,727 0 0 466,34291 Tamiami Raw WM Upgrades and ImprovementsSupply 0.00% 0.00% 100.00% 874,422 0 874,422 874,422 0 0 0 0 0 0 874,422 717,330 0 092 Generator Replacement and Upgrade ProgramTreatment 0.00% 0.00% 100.00% 11,091,179 0 11,091,179 0 0 11,091,179 0 0 0 0 11,091,179 0 7,464,046 093 Generator Replacement and Upgrade Program - Split FundingTreatment 0.00% 0.00% 100.00% 10,454,500 0 10,454,500 0 0 10,454,500 0 0 0 0 10,454,500 0 7,035,579 011.C.aPacket Pg. 200Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Table 3Collier County Water-Sewer DistrictWater and Wastewater Impact Fee StudySummary of Water Capital Improvement Program By Plant Function Through Fiscal Year 2033 Purpose 2023-2033 Net AmountFunctional CategorySystem Improvement Retirement AdjustmentLine Existing Estimated For Future Supply Treatment Transmission & Storage Distribution/Transmission &No.Project DescriptionTypeExpansionNewImproveCapital CostAdjustmentsExpendituresExistingExpansionExistingExpansionExistingExpansionOtherTotalSupplyTreatmentStorage94 WM Repl Carlton & CattsDistribution 0.00% 0.00% 100.00% 4,750,393 0 4,750,393 0 0 0 0 0 0 4,750,393 4,750,393 0 0 095 Goodland PS ImprovementsDistribution 0.00% 0.00% 100.00% 3,983,158 0 3,983,158 0 0 0 0 0 0 3,983,158 3,983,158 0 0 096 Goodland PS Improvements - ConstructionDistribution 0.00% 0.00% 100.00% 319,237 0 319,237 0 0 0 0 0 0 319,237 319,237 0 0 097 NCRWTP Nano Skid RehabTreatment 0.00% 0.00% 100.00% 1,516,190 (1,516,190) 0 0 0 0 0 0 0 0 0 0 0 098 SCRWTP Lime Softening (See 411) 70135Treatment 0.00% 0.00% 100.00% 488,294 0 488,294 0 0 488,294 0 0 0 0 488,294 0 259,105 099 Water Security SystemsOther 0.00% 0.00% 100.00% 4,969,272 0 4,969,272 0 0 0 0 0 0 4,969,272 4,969,272 0 0 0100 Goodland PS Security System (Cap)Other 0.00% 0.00% 100.00% 28,102 0 28,102 0 0 0 0 0 0 28,102 28,102 0 0 0101 Carica Rd Security Upgrades (cap)Other 0.00% 0.00% 100.00% 61,350 0 61,350 0 0 0 0 0 0 61,350 61,350 0 0 0102 Distribution System TSP Distribution 0.00% 0.00% 100.00% 10,493,329 (10,493,329) 0 0 0 0 0 0 0 0 0 0 0 0103 Carica WQMP (cap)Distribution 0.00% 0.00% 100.00% 40,106 (40,106) 0 0 0 0 0 0 0 0 0 0 0 0104 Bonita Shores WQMP (cap)Distribution 0.00% 0.00% 100.00% 23,404 (23,404) 0 0 0 0 0 0 0 0 0 0 0 0105 107 AV & 800 BLK WM Replace (cap)Distribution 0.00% 0.00% 100.00% 6,287 0 6,287 0 0 0 0 0 0 6,287 6,287 0 0 0106 SCRWTP Field Trailer Site - Design (cap)Treatment 0.00% 0.00% 100.00% 14,537 (14,537) 0 0 0 0 0 0 0 0 0 0 0 0107 SCRWTP Field Trailer Site - Construction (cap)Treatment 0.00% 0.00% 100.00% 1,000 (1,000) 0 0 0 0 0 0 0 0 0 0 0 0108 Carica Field Trailer Site - Design (cap)Distribution 0.00% 0.00% 100.00% 17,930 (17,930) 0 0 0 0 0 0 0 0 0 0 0 0109 Key Marco WQMP (cap)Distribution 0.00% 0.00% 100.00% 1,777 (1,777) 0 0 0 0 0 0 0 0 0 0 0 0110 Replace Lime Softening Reactor (See 411) 70135Treatment 0.00% 0.00% 100.00% 22,165 0 22,165 0 0 22,165 0 0 0 0 22,165 0 11,761 0111 NCRWTP SCADA Support OperatingOther 0.00% 0.00% 100.00% 3,405,818 0 3,405,818 0 0 0 0 0 0 3,405,818 3,405,818 0 0 0112 SCADA Compliance Assurance Program- WaterOther 0.00% 0.00% 100.00% 1,589,374 (1,589,374) 0 0 0 0 0 0 0 0 0 0 0 0113 Membrane Replacement & Interstage BoosterTreatment 0.00% 0.00% 100.00% 2,451,035 0 2,451,035 0 0 2,451,035 0 0 0 0 2,451,035 0 1,821,155 0114 General Legal ServicesOther 0.00% 0.00% 100.00% 913,591 (913,591) 0 0 0 0 0 0 0 0 0 0 0 0115 Water Plant Variable Frequency DrivesTreatment 0.00% 0.00% 100.00% 3,315,125 0 3,315,125 0 0 3,315,125 0 0 0 0 3,315,125 0 1,759,116 0116 SCRWTP Operating TSPTreatment 0.00% 0.00% 100.00% 8,693,198 (8,693,198) 0 0 0 0 0 0 0 0 0 0 0 0117 NCRWTP Operating TSPTreatment 0.00% 0.00% 100.00% 8,155,904 (8,155,904) 0 0 0 0 0 0 0 0 0 0 0 0118 Distribution Repump Station TSPDistribution 0.00% 0.00% 100.00% 4,401,759 (4,401,759) 0 0 0 0 0 0 0 0 0 0 0 0119 Wellfield Program ManagementSupply 0.00% 0.00% 100.00% 1,622,567 (1,622,567) 0 0 0 0 0 0 0 0 0 0 0 0120 PUD Hydraulic ModelingOther 0.00% 0.00% 100.00% 1,144,230 (1,144,230) 0 0 0 0 0 0 0 0 0 0 0 0121 Financial ServicesOther 0.00% 0.00% 100.00% 498,810 (498,810) 0 0 0 0 0 0 0 0 0 0 0 0122 GM Comprehensive Planning Technical SupportOther 0.00% 0.00% 100.00% 633,034 (633,034) 0 0 0 0 0 0 0 0 0 0 0 0123 Golden Gate City PURDistribution 0.00% 0.00% 100.00% 17,465,864 0 17,465,864 0 0 0 0 0 0 17,465,864 17,465,864 0 0 0124 Variable TDS Treatment Bridge-the-GapTreatment 0.00% 0.00% 100.00% 27,591,197 0 27,591,197 0 0 27,591,197 0 0 0 0 27,591,197 0 14,640,808 0125 SCRWTP Odor Control - ROTreatment 0.00% 0.00% 100.00% 4,581,838 0 4,581,838 0 0 4,581,838 0 0 0 0 4,581,838 0 2,431,276 0126 PCCP Upgrades (Ph1 - Carica PS to Airport)Trans 0.00% 0.00% 100.00% 15,811,448 0 15,811,448 0 0 0 0 15,811,448 0 0 15,811,448 0 0 6,747,832127 Airport Road Cast Iron Water Main Repl and Upgrade (VBR to Pine Ridge)Trans 0.00% 0.00% 100.00% 500,000 0 500,000 0 0 0 0 500,000 0 0 500,000 0 0 213,384128 Airport Road Cast Iron Water Main Repl and Upgrade (VBR to Pine Ridge) - Split Funding Trans 0.00% 0.00% 100.00% 6,695,000 0 6,695,000 0 0 0 0 6,695,000 0 0 6,695,000 0 0 2,857,217129 Water Main Replacement with high failure ratesDistribution 0.00% 0.00% 100.00% 17,253,684 0 17,253,684 0 0 0 0 0 0 17,253,684 17,253,684 0 0 0130 SCRWTP Improvements/ExpansionSupply 0.00% 0.00% 100.00% 49,703,036 0 49,703,036 49,703,036 0 0 0 0 0 0 49,703,036 27,439,599 0 0131 NCRWTP Facility Plan/Improvements/Reliability ExpansionTreatment 0.00% 0.00% 100.00% 1,000,000 0 1,000,000 0 0 1,000,000 0 0 0 0 1,000,000 0 530,633 0132 Future PUR (Cast Iron WM replacement near Carica)Distribution 0.00% 0.00% 100.00% 9,472,387 0 9,472,387 0 0 0 0 0 0 9,472,387 9,472,387 0 0 0133 Future PUR (Cast Iron WM replacement near Carica) - Split FundingDistribution 0.00% 0.00% 100.00% 2,121,800 0 2,121,800 0 0 0 0 0 0 2,121,800 2,121,800 0 0 0134 Total Fund 412: Upgrades and Improvments Water System Capital Projects$556,315,017 ($62,961,750) $493,353,267 $94,239,793 $0 $97,977,110 $0 $41,930,721 $0 $259,205,643 $493,353,267 $49,073,166 $51,255,491 $16,132,303Fund 415: Existing Bond Funded Water System Projects135 Perimeter Wellfield Design UpdateSupply 100.00% 0.00% 0.00% $2,620,804 $0 $2,620,804 $0 $2,620,804 $0 $0 $0 $0 $0 $2,620,804 $0 $0 $0136 2 Deep Injection WellsTreatment 100.00% 0.00% 0.00% 12,687,500 0 12,687,500 0 0 0 12,687,500 0 0 0 12,687,500 0 0 0137 Construct Perimeter Wellfield (14 wells)Supply 100.00% 0.00% 0.00% 24,473,610 0 24,473,610 0 24,473,610 0 0 0 0 0 24,473,610 0 0 0138 CEI & CA - Construct Perimeter Wellfield (14 wells)Supply 100.00% 0.00% 0.00% 4,894,722 0 4,894,722 0 4,894,722 0 0 0 0 0 4,894,722 0 0 0139 Drill perimeter wells (14 wells ~ $1.75M/well)Supply 100.00% 0.00% 0.00% 25,375,000 0 25,375,000 0 25,375,000 0 0 0 0 0 25,375,000 0 0 0140 CEI & CA - Drill perimeter wells (14 wells ~ $1.75M/well)Supply 100.00% 0.00% 0.00% 5,000,000 0 5,000,000 0 5,000,000 0 0 0 0 0 5,000,000 0 0 0141 Town of Big Cypress W/WW ReimbursementTrans 100.00% 0.00% 0.00% 1,234,404 0 1,234,404 0 0 0 0 0 1,234,404 0 1,234,404 0 0 0142 70194 Northeast Utility Facilities WTP/WRFTreatment 100.00% 0.00% 0.00% 35,466,498 0 35,466,498 0 0 0 35,466,498 0 0 0 35,466,498 0 0 0143 NE Utility Facilities WTP/WRF - DesignTreatment 100.00% 0.00% 0.00% 786,190 0 786,190 0 0 0 786,190 0 0 0 786,190 0 0 0144 70243 Golden Gate City WWTP ExpansionTreatment 100.00% 0.00% 0.00% 1,303,905 (1,303,905) (0) 0 0 0 (0) 0 0 0 (0) 0 0 0145 70253 Golden Gate City Transmission WaterTrans 100.00% 0.00% 0.00% 23,947,010 0 23,947,010 0 0 0 0 0 23,947,010 0 23,947,010 0 0 0146 GGC Transmission WM Improve - Design-capTrans 100.00% 0.00% 0.00% 393,214 0 393,214 0 0 0 0 0 393,214 0 393,214 0 0 0147 GGC Transmission WM Improve-Constr.-capTrans 100.00% 0.00% 0.00% 6,074,807 0 6,074,807 0 0 0 0 0 6,074,807 0 6,074,807 0 0 0148 GGC Transmission WM ROWTrans 100.00% 0.00% 0.00% 72 0 72 0 0 0 0 0 72 0 72 0 0 0149 GGC Trans WM Impr - Ph 1A Const (Cap)Trans 100.00% 0.00% 0.00% 1,051,277 0 1,051,277 0 0 0 0 0 1,051,277 0 1,051,277 0 0 0150 GGC Trans WM Impr - Ph 2 Const (Cap)Trans 100.00% 0.00% 0.00% 110,492 0 110,492 0 0 0 0 0 110,492 0 110,492 0 0 0151 GGC Trans WM Impr - CEI (Cap)Trans 100.00% 0.00% 0.00% 24,151 0 24,151 0 0 0 0 0 24,151 0 24,151 0 0 0152 Const South Wellfield (5 wells)Supply 100.00% 0.00% 0.00% 3,862,500 0 3,862,500 0 3,862,500 0 0 0 0 0 3,862,500 0 0 0153 CEI & CA - Const South Wellfield (5 wells)Supply 100.00% 0.00% 0.00% 772,500 0 772,500 0 772,500 0 0 0 0 0 772,500 0 0 0154 Construct 10 mgd NECWTP +20% CEI & CATreatment 100.00% 0.00% 0.00% 205,438,475 0 205,438,475 0 0 0 205,438,475 0 0 0 205,438,475 0 0 0155 Belmar Water Reimbursement + 10% CEI Trans 100.00% 0.00% 0.00% 1,852,002 0 1,852,002 0 0 0 0 0 1,852,002 0 1,852,002 0 0 0156 Construct Common Area FacilitiesOther 100.00% 0.00% 0.00% 17,481,150 0 17,481,150 0 0 0 0 0 0 17,481,150 17,481,150 0 0 0157 CEI & CA - Construct Common Area FacilitiesOther 100.00% 0.00% 0.00% 3,496,230 0 3,496,230 0 0 0 0 0 0 3,496,230 3,496,230 0 0 0158 North Collier Aquifer AnalysisOther 100.00% 0.00% 0.00% 932,328 (932,328) 0 0 0 0 0 0 0 0 0 0 0 0159 Total Fund 415: Existing Bond Funded Water System Projects$379,278,840 ($2,236,233) $377,042,607 $0 $66,999,136 $0 $254,378,662 $0 $34,687,428 $20,977,380 $377,042,607 $0 $0 $0160TOTAL WATER SYSTEM CAPITAL IMPROVEMENT PROJECTS$947,390,330($65,197,983)$882,192,347$94,239,793$71,439,682$98,101,271$261,610,429$41,930,721$34,687,428$280,183,023$882,192,347$49,073,166$51,321,375$16,132,30311.C.aPacket Pg. 201Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Table 4Collier County Water-Sewer DistrictWater and Wastewater Impact Fee StudySummary of Wastewater Capital Improvement Program By Plant Function Through Fiscal Year 2033 Purpose 2023-2033 Net AmountFunctional CategorySystem Improvement Retirement AdjustmentLine Existing Estimated For Future Treatment and Disposal IQ-Only Transmission Collection/ Treatment andNo.Project DescriptionType Expansion New Improve Capital Cost Adjustments Expenditures Existing Expansion Existing Expansion Existing Expansion Other Total Disposal IQ-Only TransmissionWASTEWATER SYSTEM Fund 413: Expansion-Related Wastewater System Capital Projects1 Pump Station 133Trans 100.00% 0.00% 0.00% $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $02 Northeast Utility Facilities WTP/WRFTreatment 100.00% 0.00% 0.00% 86,321 0 86,321 0 86,321 0 0 0 0 086,321 0 0 03 NE Utility Facilities WTP/WRF - DesignTreatment 100.00% 0.00% 0.00% 100,829 0 100,829 0 100,829 0 00 0 0 100,829 0 0 04 NE Utility Facilities WTP/WRF-PermittingTreatment 100.00% 0.00% 0.00% 12,619 0 12,619 0 12,619 0 0 0 0 012,619 0 0 05 Golden Gate City WWTP Expansion (2-4 MGD additional treatment capacity) **Bond FY22** Treatment 100.00%0.00% 0.00% 130,770 0 130,770 0 130,770 0 0 0 0 0 130,770 0 0 06 SE Central WRF Land AcqTreatment 100.00% 0.00% 0.00% 21,534 0 21,534 0 21,534 0 0 0 0 021,534 0 0 07 NE Regional WRFTreatment 100.00% 0.00% 0.00% 5,300,722 0 5,300,722 0 5,300,722 0 0 0 0 0 5,300,722 0 0 08 NE Project Mgt/Oversight (See 411)Treatment 100.00% 0.00% 0.00% 771,394 (771,394) 0 0 0 0 0 0 0 0 00 0 09 WWTP 3.0 MGD Exp DesignTreatment 100.00% 0.00% 0.00% 1,927,970 0 1,927,970 0 1,927,970 0 0 0 0 0 1,927,970 0 0 010 NCWRF Cap Expansion to 30.6Treatment 100.00% 0.00% 0.00% 710,753 0 710,753 0 710,753 0 00 0 0 710,753 0 0 011 NCWRF Cap Expansion to 30.6Treatment 100.00% 0.00% 0.00% 9,802 0 9,802 0 9,802 0 0 0 0 0 9,802 0 0 012 Total Fund 413: Expansion-Related Wastewater System Capital Projects$9,072,715 ($771,394) $8,301,321 $0 $8,301,321 $0 $0 $0 $0 $0 $8,301,321 $0 $0 $0Fund 414: Upgrades and Improvements Wastewater System Capital Projects13 Integrated Asset Management ProgramOther 0.00% 0.00% 100.00% $2,698,431 ($2,698,431) $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $014 Chiller NCWRF Ops BldgTreatment 0.00% 0.00% 100.00% 689,320 0 689,320 689,320 0 0 00 0 0 689,320 420,162 0 015 Chiller NCWRF Ops Bldg - DesignTreatment 0.00% 0.00% 100.00% 94,070 0 94,070 94,070 0 0 0 0 0 094,070 57,339 0 016 Chiller NCWRF Ops Bldg - ConstrTreatment 0.00% 0.00% 100.00% 61,276 0 61,276 61,276 0 0 0 0 0 061,276 37,349 0 017 WW Hurricane ResiliencyOther 0.00% 0.00% 100.00% 117,187 0 117,187 0 0 0 0 0 0 117,187 117,187 0 0 018 Lely Golf EstatesCollection 0.00% 0.00% 100.00% 64,877,835 0 64,877,835 0 0 00 0 0 64,877,835 64,877,835 0 0 019 Real Property/Infrastructure AuditOther 0.00% 0.00% 100.00% 649,895 (649,895) 0 0 0 0 0 0 0 0 0 0 0 020 Utilities Master PlanOther 0.00% 0.00% 100.00% 1,221,262 (1,221,262) 0 0 0 0 0 0 0 0 00 0 021 MPS 305 Basin Gravity Sewer Rehab (see 70044.12.1-.18)Collection 0.00% 0.00% 100.00% 116,811 0 116,811 0 0 0 0 0 0 116,811 116,811 0 0 022 MPS 101 Basin Finger Sts Gravity Replace (2013-2020)Collection 0.00% 0.00% 100.00% 89,658 0 89,658 0 0 0 0 0 0 89,658 89,658 0 0 023 8th Street Interceptor Sewer (cap) (2016-2018)Collection 0.00% 0.00% 100.00% 197,198 0 197,198 0 0 0 0 0 0 197,198 197,198 0 0 024 Creekside FM Design PH 1(cap) Collection 0.00% 0.00% 100.00% 98,725 0 98,725 0 0 0 0 0 0 98,725 98,725 0 0 025 Creekside FM Construction PH1 (cap) Collection 0.00% 0.00% 100.00% 990,743 0 990,743 0 0 0 0 0 0 990,743 990,743 0 0 026 Wastewater Pump Station TSP Collection 0.00% 0.00% 100.00% 67 0 67 0 0 0 0 0 0 67 67 0 0 027 WW Pump Station 108.00Collection 0.00% 0.00% 100.00% 3,781 0 3,781 0 0 0 0 0 0 3,781 3,781 0 0 028 MPS 306 Basin Project ManagementCollection 0.00% 0.00% 100.00% 70 0 70 0 0 0 0 0 0 70 70 0 0 029 MPS 306 Basin Work Plan DevelopmentCollection 0.00% 0.00% 100.00% 56 0 56 0 0 0 0 0 0 56 56 0 0 030 MPS 306 Basin Preliminary EngineeringCollection 0.00% 0.00% 100.00% 21 0 21 0 0 0 0 0 0 21 21 0 0 031 MPS 306 Basin PS EvaluationsCollection 0.00% 0.00% 100.00% 35 0 35 0 0 0 0 0 0 35 35 0 0 032 MPS 306 Basin Real Estate ServicesCollection 0.00% 0.00% 100.00% 30,718 0 30,718 0 0 0 0 0 0 30,718 30,718 0 0 033 306 Basin DPS Ph3 EOR S Collection 0.00% 0.00% 100.00% 10,874 0 10,874 0 0 0 0 0 0 10,874 10,874 0 0 034 MPS 101 Basin Project ManagementCollection 0.00% 0.00% 100.00% 1,307,490 0 1,307,490 0 0 0 0 00 1,307,490 1,307,490 0 0 035 MPS 101 Basin Sewershed DeterminationCollection 0.00% 0.00% 100.00% 28,538 0 28,538 0 0 0 0 0 0 28,538 28,538 0 0 036 MPS 101 Basin PS EvaluationsCollection 0.00% 0.00% 100.00% 13,107 0 13,107 0 0 0 0 0 0 13,107 13,107 0 0 037 MPS 101 Basin PS ImprovementsCollection 0.00% 0.00% 100.00% 52,424 0 52,424 0 0 0 0 0 0 52,424 52,424 0 0 038 MPS 305 Basin PS Upgrade DesignCollection 0.00% 0.00% 100.00% 470,062 0 470,062 0 0 0 0 0 0 470,062 470,062 0 0 039 MPS 305 Basin PS RenewalCollection 0.00% 0.00% 100.00% 451,443 0 451,443 0 0 0 0 0 0 451,443 451,443 0 0 040 PS 157.00 Improvements Collection 0.00% 0.00% 100.00% 16,102 0 16,102 0 0 0 0 0 0 16,102 16,102 0 0 041 MPS 305 Basin Master Pump StationsCollection 0.00% 0.00% 100.00% 486,679 0 486,679 0 0 0 0 0 0 486,679 486,679 0 0 042 MPS 305 BASIN PERMITTINGCollection 0.00% 0.00% 100.00% 44,838 0 44,838 0 0 0 0 0 0 44,838 44,838 0 0 043 MPS 101.12 Design (cap) Collection 0.00% 0.00% 100.00% 418,381 0 418,381 0 0 0 0 0 0 418,381 418,381 0 0 044 NCWRF SCADA Support OperatingOther 0.00% 0.00% 100.00% 4,358,017 0 4,358,017 0 0 0 0 0 0 4,358,017 4,358,017 0 0 045 SCWRF SCADA Support OperatingOther 0.00% 0.00% 100.00% 4,253,940 0 4,253,940 0 0 0 0 0 0 4,253,940 4,253,940 0 0 046 WW Remote Sites MSPCollection 0.00% 0.00% 100.00% 2,918,460 0 2,918,460 0 0 0 0 00 2,918,460 2,918,460 0 0 047 Construction - IQ Maint BldgOther 0.00% 0.00% 100.00% 1,078 0 1,078 0 0 0 0 0 0 1,078 1,078 0 0048 Design - GEN STORAGE AND IQ MAINT - @Pelican Bay servicesOther 0.00% 0.00% 100.00% 122,891 0 122,891 0 0 0 0 0 0 122,891 122,891 0 0 049 Construction - Gen Storage BuildingOther 0.00% 0.00% 100.00% 6,298 0 6,298 0 0 0 0 0 0 6,298 6,298 0 0050 WW Treatment Plants MSPTreatment 0.00% 0.00% 100.00% 5,477,842 0 5,477,842 5,477,842 0 0 0 0 0 0 5,477,842 2,906,726 0 051 Naples Park Basin OptimizationCollection 0.00% 0.00% 100.00% 56,358,135 0 56,358,135 0 0 00 0 0 56,358,135 56,358,135 0 0 052 98th Avenue North PUR - Design & ConstruCollection 0.00% 0.00% 100.00% 83,770 0 83,770 0 0 0 0 0 0 83,770 83,770 0 0 053 99th Avenue North PUR - Design & ConstruCollection 0.00% 0.00% 100.00% 82,409 0 82,409 0 0 0 0 0 0 82,409 82,409 0 0 054 105th Avenue North PUR - Design & ConstrCollection 0.00% 0.00% 100.00% 1,695,350 0 1,695,350 0 0 0 0 00 1,695,350 1,695,350 0 0 055 106th Avenue North PUR - Design & ConstrCollection 0.00% 0.00% 100.00% 2,505,653 0 2,505,653 0 0 0 0 00 2,505,653 2,505,653 0 0 056 Utility Billing Customer Serv SoftwareOther 0.00% 0.00% 100.00% 10,000 0 10,000 0 0 0 0 0 0 10,000 10,000 0 0 057 VB DR CDS Basin 101Collection 0.00% 0.00% 100.00% 1,015,606 0 1,015,606 0 0 0 0 00 1,015,606 1,015,606 0 0 058 Basin 101 Program CapitalCollection 0.00% 0.00% 100.00% 22,574,712 0 22,574,712 0 0 00 0 0 22,574,712 22,574,712 0 0 059 PS 101.00 Rehabilitation (cap)Collection 0.00% 0.00% 100.00% 35,323 0 35,323 0 0 0 0 0 0 35,323 35,323 0 0 060 PS 101.10 Rehabilitation (cap)Collection 0.00% 0.00% 100.00% 37,798 0 37,798 0 0 0 0 0 0 37,798 37,798 0 0 061 PS 101.11 Rehabilitation (cap)Collection 0.00% 0.00% 100.00% 35,323 0 35,323 0 0 0 0 0 0 35,323 35,323 0 0 062 PS 101.12 Rehabilitation (cap)Collection 0.00% 0.00% 100.00% 47,658 0 47,658 0 0 0 0 0 0 47,658 47,658 0 0 063 PS 101.13 Rehabilitation (cap)Collection 0.00% 0.00% 100.00% 37,381 0 37,381 0 0 0 0 0 0 37,381 37,381 0 0 064 PS 101.14 Rehabilitation (cap)Collection 0.00% 0.00% 100.00% 35,323 0 35,323 0 0 0 0 0 0 35,323 35,323 0 0 065 PS 101.15 Rehabilitation (cap)Collection 0.00% 0.00% 100.00% 35,323 0 35,323 0 0 0 0 0 0 35,323 35,323 0 0 066 PS 101.16 Rehabilitaion (cap)Collection 0.00% 0.00% 100.00% 265,362 0 265,362 0 0 0 0 0 0 265,362 265,362 0 0 067 PS 101.17 Rehabilitation (cap)Collection 0.00% 0.00% 100.00% 35,323 0 35,323 0 0 0 0 0 0 35,323 35,323 0 0 068 PS 101.18 Rehabilitation (cap)Collection 0.00% 0.00% 100.00% 35,323 0 35,323 0 0 0 0 0 0 35,323 35,323 0 0 069 PS 101.19 Rehabilitation (cap)Collection 0.00% 0.00% 100.00% 35,323 0 35,323 0 0 0 0 0 0 35,323 35,323 0 0 070 PS 101.02 Rehabilitation (cap)Collection 0.00% 0.00% 100.00% 35,323 0 35,323 0 0 0 0 0 0 35,323 35,323 0 0 071 PS 101.03 Rehabilitation (cap)Collection 0.00% 0.00% 100.00% 35,323 0 35,323 0 0 0 0 0 0 35,323 35,323 0 0 072 PS 101.05 Rehabilitation (cap)Collection 0.00% 0.00% 100.00% 35,323 0 35,323 0 0 0 0 0 0 35,323 35,323 0 0 073 PS 101.08 Rehabilitation (cap)Collection 0.00% 0.00% 100.00% 37,798 0 37,798 0 0 0 0 0 0 37,798 37,798 0 0 074 PS 101.09 Rehabilitation (cap)Collection 0.00% 0.00% 100.00% 37,798 0 37,798 0 0 0 0 0 0 37,798 37,798 0 0 075 Road Design Vanderbilt Dr. & Finger St.Collection 0.00% 0.00% 100.00% 152,803 0 152,803 0 0 0 0 0 0 152,803 152,803 0 0 076 MPS 101 Basin Prog (Naples Pk area) (2019-Collection 0.00% 0.00% 100.00% 46,170 0 46,170 0 0 0 0 0 0 46,170 46,170 0 0 077 Creekside Blvd FM Phase 2 (CAP)Collection 0.00% 0.00% 100.00% 13,946 0 13,946 0 0 0 0 0 0 13,946 13,946 0 0 078 Basin 305 Program Capital (Pump Stations)Collection 0.00% 0.00% 100.00% 35,262,194 0 35,262,194 0 0 00 0 0 35,262,194 35,262,194 0 0 079 PS 309.23 Rehabilitation (Cap)Collection 0.00% 0.00% 100.00% 2,754 0 2,754 0 0 0 0 0 0 2,754 2,754 0 0 080 PS 305.12 Rehabilitation (Cap)Collection 0.00% 0.00% 100.00% 15,481 0 15,481 0 0 0 0 0 0 15,481 15,481 0 0 081 PS 305.18 Rehabilitation (Cap)Collection 0.00% 0.00% 100.00% 13,598 0 13,598 0 0 0 0 0 0 13,598 13,598 0 0 082 PS 308.06 Rehabilitation (Cap)Collection 0.00% 0.00% 100.00% 9,506 0 9,506 0 0 0 0 0 0 9,506 9,506 0 0 083 PS 308.08 Rehabilitation (Cap)Collection 0.00% 0.00% 100.00% 2,715 0 2,715 0 0 0 0 0 0 2,715 2,715 0 0 084 Basin 306 Program CapitalCollection 0.00% 0.00% 100.00% 10,617,600 0 10,617,600 0 0 00 0 0 10,617,600 10,617,600 0 0 085 Force Main Transmission Systems TSP Trans 0.00% 0.00% 100.00% 3,231,174 (3,231,174) 0 0 0 0 0 0 0 0 00 0 086 WW Pump Station TSPCollection 0.00% 0.00% 100.00% 598,082 (598,082) 0 0 0 0 0 0 0 00 0 0 087 Water Reclamation Facilities TSPTreatment 0.00% 0.00% 100.00% 80,787,672 (80,787,672) 0 0 00 0 0 0 0 0 0 0 088 SCWRF Aeration Diffuser Repl Ph 1 (Cap)Treatment 0.00% 0.00% 100.00% 8,159 (8,159) 0 0 0 0 0 0 0 0 0 0 0 089 NCWRF EQ#1, #2 Odor Control Imp Phase 2Treatment 0.00% 0.00% 100.00% 203,800 (203,800) 0 0 0 0 0 0 0 0 00 0 090 NCWRF New HeadworksTreatment 0.00% 0.00% 100.00% 30,247,854 0 30,247,854 30,247,854 0 0 0 0 0 0 30,247,854 16,050,519 0 091 New NCWRF HeadworksTreatment 0.00% 0.00% 100.00% 12,816,976 0 12,816,976 12,816,976 0 0 0 0 0 0 12,816,976 6,801,114 0 092 Headworks BuildingTreatment 0.00% 0.00% 100.00% 1,258,150 0 1,258,150 1,258,150 0 0 0 0 0 0 1,258,150 667,616 0 093 NCWRF New Headworks BondTreatment 0.00% 0.00% 100.00% 31,137,364 0 31,137,364 31,137,364 0 0 0 0 0 0 31,137,364 16,522,522 0 094 Government Operations Business ParkOther 0.00% 0.00% 100.00% 108,859 0 108,859 0 0 0 0 0 0 108,859 108,859 0 0 095 Collier County Central Inv Bldg (Cap) GOBPOther 0.00% 0.00% 100.00% 123,686 0 123,686 0 0 0 0 0 0 123,686 123,686 0 0 096 Fueling Depot (Cap) GOBPOther 0.00% 0.00% 100.00% 96,821 0 96,821 0 0 0 0 0 0 96,821 96,821 0 0 011.C.aPacket Pg. 202Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Table 4Collier County Water-Sewer DistrictWater and Wastewater Impact Fee StudySummary of Wastewater Capital Improvement Program By Plant Function Through Fiscal Year 2033 Purpose 2023-2033 Net AmountFunctional CategorySystem Improvement Retirement AdjustmentLine Existing Estimated For Future Treatment and Disposal IQ-Only Transmission Collection/ Treatment andNo.Project DescriptionType Expansion New Improve Capital Cost Adjustments Expenditures Existing Expansion Existing Expansion Existing Expansion Other Total Disposal IQ-Only Transmission97 Collier County Ops & Security Bldg (Cap) GOBPOther 0.00% 0.00% 100.00% 193,434 0 193,434 0 0 0 0 0 0 193,434 193,434 0 0 098 PUD Logistics & Operations Center (Cap) GOBPOther 0.00% 0.00% 100.00% 317,783 0 317,783 0 0 0 0 0 0 317,783 317,783 0 0 099 General Site Development (Cap) GOBPOther 0.00% 0.00% 100.00% 470,831 0 470,831 0 0 0 0 0 0 470,831 470,831 0 0 0100 Orangetree ComplianceTreatment 0.00% 0.00% 100.00% 5,052,412 (5,052,412) 0 0 0 0 00 0 0 0 0 0 0101 NE Utility FacilityTreatment 0.00% 0.00% 100.00% 586,901 0 586,901 586,901 0 0 00 0 0 586,901 311,429 0 0102 Northeast Utility Facilities WTP/WRF (design)Treatment 0.00% 0.00% 100.00% 71,856 0 71,856 71,856 0 0 0 0 0 071,856 38,129 0 0103 NE Utility Facilities WTP/WRF - DesignTreatment 0.00% 0.00% 100.00% 289 0 289 289 0 0 0 0 0 0 289 153 0 0104 NE Utility Facilities WTP/WRF-PermittingTreatment 0.00% 0.00% 100.00% 44,898 0 44,898 44,898 0 0 0 0 0 044,898 23,825 0 0105 NE Utility Facilities WTP/WRF-ConstructionTreatment 0.00% 0.00% 100.00% 500,584 0 500,584 500,584 0 0 00 0 0 500,584 265,627 0 0106 Interim NE Wastewater FacilitiesTreatment 0.00% 0.00% 100.00% 470 (470) 0 0 0 0 0 0 0 0 0 0 0 0107 Interim NE Wastewater Facilities - PermittingTreatment 0.00% 0.00% 100.00% 38,358 (38,358) 0 0 0 0 0 0 0 0 0 0 00108 NESA Wellfield - Phase 1 DesignTreatment 0.00% 0.00% 100.00% 445,977 0 445,977 445,977 0 0 00 0 0 445,977 236,650 0 0109 NESA_ITP Security (cap)Treatment 0.00% 0.00% 100.00% 90,090 0 90,090 90,090 0 0 0 0 0 090,090 47,805 0 0110 County Utility Standards Other 0.00% 0.00% 100.00% 367,234 (367,234) 0 0 0 0 0 0 0 0 0 0 0 0111 SCWRF IQ Storage ImprovementsTreatment 0.00% 0.00% 100.00% 351,053 0 351,053 351,053 0 0 00 0 0 351,053 186,281 0 0112 MPS 301 Rehabilitation and ImprovementsTrans 0.00% 0.00% 100.00% 1,950,000 0 1,950,000 0 0 0 0 1,950,000 0 0 1,950,000 0 0 1,034,735113 MPS 107 Re-ConfigurationTrans 0.00% 0.00% 100.00% 6,249,471 (6,249,471) 0 0 0 0 0 0 0 0 00 0 0114 MPS 302 ReconfigurationTrans 0.00% 0.00% 100.00% 2,503,313 (2,503,313) 0 0 0 0 0 0 0 0 00 0 0115 MPS 302 Expansion - Design (2018-2021) DoneTrans 0.00% 0.00% 100.00% 286,452 (286,452) 0 0 0 0 0 0 0 0 0 0 0 0116 MPS 302 Expansion - DMP/Constr. (2018-Trans 0.00% 0.00% 100.00% 396,645 (396,645) 0 0 0 0 0 0 0 0 0 0 0 0117 MPS 309 Replacement (E Naples Middle School)Collection 0.00% 0.00% 100.00% 10,454,500 0 10,454,500 0 0 00 0 0 10,454,500 10,454,500 0 0 0118 Golden Gate City CAPCollection 0.00% 0.00% 100.00% 3,552,128 0 3,552,128 0 0 0 0 00 3,552,128 3,552,128 0 0 0119 MPS 302 Additional Easement (add to 70215.1 SC 5/1/21)Collection 0.00% 0.00% 100.00% 2,363 0 2,363 0 0 0 0 0 0 2,363 2,363 0 0 0120 I-75 / CR951 UtilityTrans 0.00% 0.00% 100.00% 108,724 0 108,724 0 0 0 0 108,724 0 0 108,724 0 0 57,693121 Eliminate NPDESIQ 0.00% 0.00% 100.00% 5,793,740 (5,793,740) 0 0 0 0 0 0 0 0 0 0 0 0122 Foxfire Wells (Cap)IQ 0.00% 0.00% 100.00% 297,546 (297,546) 0 0 0 0 0 0 0 0 0 0 0 0123 Collections Operating TSPCollection 0.00% 0.00% 100.00% 49,290,423 (49,290,423) 0 00 0 0 0 0 0 0 0 0 0124 PS 112.10 Force Main Replacement (Cap)Collection 0.00% 0.00% 100.00% 248,360 (248,360) 0 0 0 0 0 0 0 00 0 0 0125 Rehabilitate PS 109.05 - Constr. (Cap)Collection 0.00% 0.00% 100.00% 2,053 (2,053) 0 0 0 0 0 0 0 0 0 0 0 0126 PS 309.18 Rehabilitation (Cap)Collection 0.00% 0.00% 100.00% 9,539 (9,539) 0 0 0 0 0 0 0 0 0 0 0 0127 PS 308.09 Rehabilitation (Cap)Collection 0.00% 0.00% 100.00% 4,476 (4,476) 0 0 0 0 0 0 0 0 0 0 0 0128 PS 309.16 Rehabilitation (Cap)Collection 0.00% 0.00% 100.00% 2,267 (2,267) 0 0 0 0 0 0 0 0 0 0 0 0129 PS 309.30 Rehabilitation (Cap)Collection 0.00% 0.00% 100.00% 400 (400) 0 0 0 0 0 0 0 0 0 0 0 0130 PS 152.02 Odor Control Unit (Design)Collection 0.00% 0.00% 100.00% 11,361 (11,361) 0 0 0 0 0 0 0 0 0 00 0131 Rehabilitate PS 109.05 - Design/Const Adm (Cap)Collection 0.00% 0.00% 100.00% 140,515 (140,515) 0 0 0 0 0 0 0 00 0 0 0132 Golden Gate WWTPTreatment 0.00% 0.00% 100.00% 698,137 0 698,137 698,137 0 0 00 0 0 698,137 370,455 0 0133 GG WWTP Exp Design and Permitting (keep dot as cap)Treatment 0.00% 0.00% 100.00% 145,212 0 145,212 145,212 0 0 00 0 0 145,212 77,055 0 0134 New MPS and FM Phase 1 DesignTrans 0.00% 0.00% 100.00% 377,826 0 377,826 0 0 0 0 377,826 0 0 377,826 0 0 200,487135 New MPS and FM Phase 1 ConstrTrans 0.00% 0.00% 100.00% 500 0 500 0 0 0 0 500 0 0 500 0 0 265136 Bridge the Gap Exp DesignTrans 0.00% 0.00% 100.00% 631,858 0 631,858 0 0 0 0 631,858 0 0 631,858 0 0 335,285137 WWTP 3.0 MGD Exp DesignTreatment 0.00% 0.00% 100.00% 800 0 800 800 0 0 0 0 0 0 800 425 0 0138 VBR Extension - UtilTrans 0.00% 0.00% 100.00% 151,585 0 151,585 0 0 0 0 151,585 0 0 151,585 0 0 80,436139 MPS 313 RelocationTrans 0.00% 0.00% 100.00% 5,337,254 0 5,337,254 0 0 0 0 5,337,254 0 0 5,337,254 0 0 2,832,125140 Palm River PURCollection 0.00% 0.00% 100.00% 43,365,008 0 43,365,008 0 0 00 0 0 43,365,008 43,365,008 0 0 0141 Palm River PUR - Design (cap)Collection 0.00% 0.00% 100.00% 326,655 0 326,655 0 0 0 0 0 0 326,655 326,655 0 0 0142 Palm River PUR - Construction Adm (cap)Collection 0.00% 0.00% 100.00% 111,943 0 111,943 0 0 0 0 0 0 111,943 111,943 0 0 0143 Palm River PUR - Area 1&2 Constru (cap)Collection 0.00% 0.00% 100.00% 1,827,561 0 1,827,561 0 0 0 0 00 1,827,561 1,827,561 0 0 0144 Golden Gate City PURCollection 0.00% 0.00% 100.00% 19,311,168 0 19,311,168 0 0 00 0 0 19,311,168 19,311,168 0 0 0145 ARV Replacement ProgramCollection 0.00% 0.00% 100.00% 28,064,039 0 28,064,039 0 0 00 0 0 28,064,039 28,064,039 0 0 0146 Generator Replacement ProgramTreatment 0.00% 0.00% 100.00% 6,863,095 0 6,863,095 6,863,095 0 0 0 0 0 0 6,863,095 4,618,666 0 0147 WW DIW Mgmt & TSPOther 0.00% 0.00% 100.00% 97,948 0 97,948 0 0 0 0 0 0 97,948 97,948 0 0 0148 General Legal Services Other 0.00% 0.00% 100.00% 1,465,540 (1,465,540) 0 0 0 0 0 0 0 0 00 0 0149 Western InterconnectTrans 0.00% 100.00% 0.00% 9,466,921 0 9,466,921 0 0 0 0 9,466,921 0 0 9,466,921 0 0 0150 Phase 7A Livingston Rd 24" FM-CAPTrans 0.00% 100.00% 0.00% 313,319 0 313,319 0 0 0 0 313,319 0 0 313,319 0 0 0151 Phase 7B Livingston Rd 24" FM Design-CAPTrans 0.00% 100.00% 0.00% 40,888 0 40,888 0 0 0 0 40,888 0 0 40,888 0 0 0152 Phase 7B Livingston Rd 24" FM-CAPTrans 0.00% 100.00% 0.00% 106,349 0 106,349 0 0 0 0 106,349 0 0 106,349 0 0 0153 Facility Infrastructure Maintenance WastewaterTreatment 0.00% 0.00% 100.00% 4,024,812 (4,024,812) 0 0 0 0 00 0 0 0 0 0 0154 WW Security SystemsOther 0.00% 0.00% 100.00% 6,204,806 0 6,204,806 0 0 0 0 0 0 6,204,806 6,204,806 0 0 0155 MPS 309 - Security (cap)Other 0.00% 0.00% 100.00% 36,326 0 36,326 0 0 0 0 0 0 36,326 36,326 0 0 0156 MPS 312 - Security (cap)Other 0.00% 0.00% 100.00% 25,355 0 25,355 0 0 0 0 0 0 25,355 25,355 0 0 0157 MPS 316 - Security (cap)Other 0.00% 0.00% 100.00% 18,162 0 18,162 0 0 0 0 0 0 18,162 18,162 0 0 0158 MPS 318 - Security (cap)Other 0.00% 0.00% 100.00% 19,114 0 19,114 0 0 0 0 0 0 19,114 19,114 0 0 0159 MPS 321 - Security (cap)Other 0.00% 0.00% 100.00% 16,200 0 16,200 0 0 0 0 0 0 16,200 16,200 0 0 0160 MPS 167 - Security (cap)Other 0.00% 0.00% 100.00% 34,552 0 34,552 0 0 0 0 0 0 34,552 34,552 0 0 0161 MPS 305 - Security (cap)Other 0.00% 0.00% 100.00% 5,350 0 5,350 0 0 0 0 0 0 5,350 5,350 0 00162 SCADA Compliance Assurance Program- WastewaterOther 0.00% 0.00% 100.00% 1,409,472 0 1,409,472 0 0 0 0 0 0 1,409,472 1,409,472 0 0 0163 FDOT Utility Construction Projects - WWTrans 0.00% 0.00% 100.00% 5,901,679 (5,901,679) 0 0 0 0 0 0 0 0 00 0 0164 CW Util Proj-WWCollection 0.00% 0.00% 100.00% 2,111,721 0 2,111,721 0 0 0 0 00 2,111,721 2,111,721 0 0 0165 WW Collection SCADA TelemetryOther 0.00% 0.00% 100.00% 2,757,899 0 2,757,899 0 0 0 0 0 0 2,757,899 2,757,899 0 0 0166 NCWRF CAP BTG 30.6Other 0.00% 0.00% 100.00% 649,832 (649,832) 0 0 0 0 0 0 0 0 0 0 0 0167 IQ Water System TSP-FoxfireOther 0.00% 0.00% 100.00% 78,515 (78,515) 0 0 0 0 0 0 0 0 0 0 0 0168 PUD Hydraulic ModelingOther 0.00% 0.00% 100.00% 1,411,220 (1,411,220) 0 0 0 0 0 0 0 0 00 0 0169 Financial Services Other 0.00% 0.00% 100.00% 546,145 (546,145) 0 0 0 0 0 0 0 0 0 0 0 0170 GM Comprehensive Planning Technical SupportOther 0.00% 0.00% 100.00% 891,367 (891,367) 0 0 0 0 0 0 0 0 0 0 0 0171 SCWRF New HeadworksTreatment 0.00% 0.00% 100.00% 57,641,349 0 57,641,349 57,641,349 0 0 0 0 0 0 57,641,349 30,586,420 0 0172 NCWRF Switchgreat #1 UpgradesTreatment 0.00% 0.00% 100.00% 6,521,153 0 6,521,153 6,521,153 0 0 0 0 0 0 6,521,153 3,460,341 0 0173 MPS 310 Reconfiguration and RehabilitationCollection 0.00% 0.00% 100.00% 2,652,250 0 2,652,250 0 0 0 0 00 2,652,250 2,652,250 0 0 0174 Naples Manor WM Repl Carlton & CattsCollection 0.00% 0.00% 100.00% 50,000 0 50,000 0 0 0 0 0 0 50,000 50,000 0 0 0175 MPS 103 Upgrades and ImprovementsCollection 0.00% 0.00% 100.00% 3,682,700 0 3,682,700 0 0 0 0 00 3,682,700 3,682,700 0 0 0176 Wastewater Valve Replacement and Upgrades - Multi Year ProgramCollection 0.00% 0.00% 100.00% 1,083,651 0 1,083,651 0 0 0 0 00 1,083,651 1,083,651 0 0 0177 Wastewater Electrical Upgrades - Multi Year ProgramCollection 0.00% 0.00% 100.00% 1,591,814 0 1,591,814 0 0 0 0 00 1,591,814 1,591,814 0 0 0178 Total Fund 414: Upgrades and Improvements Wastewater System Capital Projects$692,179,153 ($175,062,621) $517,116,532 $155,744,247 $0 $0 $0 $18,485,225 $0 $342,887,059 $517,116,532 $83,686,606 $0 $4,541,02611.C.aPacket Pg. 203Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Table 4Collier County Water-Sewer DistrictWater and Wastewater Impact Fee StudySummary of Wastewater Capital Improvement Program By Plant Function Through Fiscal Year 2033 Purpose 2023-2033 Net AmountFunctional CategorySystem Improvement Retirement AdjustmentLine Existing Estimated For Future Treatment and Disposal IQ-Only Transmission Collection/ Treatment andNo.Project DescriptionType Expansion New Improve Capital Cost Adjustments Expenditures Existing Expansion Existing Expansion Existing Expansion Other Total Disposal IQ-Only TransmissionFund 415: Existing Bond Funded Wastewater and IQ System Projects179 Design DIWTreatment 100.00% 0.00% 0.00% $140,000 $0 $140,000 $0 $140,000 $0 $0 $0 $0 $0 $140,000 $0 $0 $0180 IQ to Golf CourseIQ 100.00% 0.00% 0.00% 1,442,000 0 1,442,000 0 0 0 1,442,000 00 0 1,442,000 0 0 0181 Construct 4 mgd NECWRF +20% CEI & CATreatment 100.00% 0.00% 0.00% 130,150,342 0 130,150,342 0 130,150,342 0 0 0 0 0 130,150,342 0 0 0182 Design updates to 10 mgd NECWRF.Treatment 100.00% 0.00% 0.00% 4,994,067 0 4,994,067 0 4,994,067 0 0 0 0 0 4,994,067 0 0 0183 Construct a WW transmission main to interconnect Bellmar with Rivergrass/Longwater. Trans 100.00% 0.00% 0.00% 158 0 158 0 0 0 0 0 158 0 158 0 0 0184 Construct deep injection wellTreatment 100.00% 0.00% 0.00% 12,500,000 0 12,500,000 0 12,500,000 0 0 0 0 0 12,500,000 0 0 0185 Golden Gate City WWTP Expansion 4 mgd (2.5 mgd additional treatment capacity)Treatment 100.00% 0.00% 0.00% 29,623,871 0 29,623,871 0 29,623,871 0 0 0 0 0 29,623,871 0 0 0186 CEI - Golden Gate City WWTP Expansion 4 mgd (2.5 mgd additional treatment capacity) Treatment 100.00%0.00% 0.00% 309,000 0 309,000 0 309,000 0 0 0 0 0 309,000 0 0 0187 Construct Golden Gate City DIWTreatment 100.00% 0.00% 0.00% 15,728,100 0 15,728,100 0 15,728,100 0 0 0 0 0 15,728,100 0 0 0188 Construct 4 mgd NECWRF (0.75 mgd existing Orange Tree flow; 3.25 mgd additional treatment capacity) Treatment 100.00% 0.00% 0.00% 30,034,694 0 30,034,694 0 30,034,694 0 0 0 0 0 30,034,694 0 0 0189 Const South Wellfield (5 wells) - 50% W, 50% WW - IQTreatment 100.00% 0.00% 0.00% 4,097,726 0 4,097,726 0 4,097,726 0 0 0 0 0 4,097,726 0 0 0190 CEI & CA - Const South Wellfield (5 wells) - 50% W, 50% WW - IQTreatment 100.00% 0.00% 0.00% 819,545 0 819,545 0 819,545 0 00 0 0 819,545 0 0 0191 Transmission Mains Phase 2A (southern portion)Trans 100.00% 0.00% 0.00% 5,000,000 0 5,000,000 0 0 0 0 0 5,000,000 0 5,000,000 0 0 0192 CEI & CA - Transmission Mains Phase 2A (southern portion)Trans 100.00% 0.00% 0.00% 1,000,000 0 1,000,000 0 0 0 0 0 1,000,000 0 1,000,000 0 0 0193 Transmission Mains Phase 2B (northern portion)Trans 100.00% 0.00% 0.00% 8,373,750 0 8,373,750 0 0 0 0 0 8,373,750 0 8,373,750 0 0 0194 CEI & CA - Transmission Mains Phase 2B (northern portion)Trans 100.00% 0.00% 0.00% 1,500,000 0 1,500,000 0 0 0 0 0 1,500,000 0 1,500,000 0 0 0195 Construct Common Area FacilitiesOther 100.00% 0.00% 0.00% 17,481,151 0 17,481,151 0 0 0 0 0 0 17,481,151 17,481,151 0 0 0196 CEI & CA - Construct Common Area FacilitiesOther 100.00% 0.00% 0.00% 3,496,231 0 3,496,231 0 0 0 0 0 0 3,496,231 3,496,231 0 0 0197 Town of Big Cypress WW Reimbursement + 10% CEITrans 100.00% 0.00% 0.00% 1,161,113 0 1,161,113 0 0 0 0 0 1,161,113 0 1,161,113 0 0 0198 Belmar WW Reimbursement + 10% CEITrans 100.00% 0.00% 0.00% 2,692,518 0 2,692,518 0 0 0 0 0 2,692,518 0 2,692,518 0 0 0199 Golden Gate City WWTP Expansion 4 mgd (2.5 mgd additional treatment capacity)Treatment 100.00% 0.00% 0.00% 118,495,485 0 118,495,485 0 118,495,485 0 0 0 0 0 118,495,485 0 0 0200 CEI - Golden Gate City WWTP Expansion 4 mgd (2.5 mgd additional treatment capacity) Treatment 100.00%0.00% 0.00% 1,236,000 0 1,236,000 0 1,236,000 0 0 0 0 0 1,236,000 0 0 0201 Town of Big Cypress IQ Reimbursement + 10% CEIIQ 100.00% 0.00% 0.00% 5,248,252 0 5,248,252 0 0 0 5,248,252 00 0 5,248,252 0 0 0202 Belmar IQ Reimbursement + 10% CEIIQ 100.00% 0.00% 0.00% 2,377,374 0 2,377,374 0 0 0 2,377,374 00 0 2,377,374 0 0 0203 South Wellfield - Trans Mains Phase 1Trans 100.00% 0.00% 0.00% 5,075,000 0 5,075,000 0 0 0 0 0 5,075,000 0 5,075,000 0 0 0204 Final Brightshore Transmission MainsTrans 100.00% 0.00% 0.00% 4,500,000 0 4,500,000 0 0 0 0 0 4,500,000 0 4,500,000 0 0 0205 Golden Gate City WWTP Emergency POTreatment 100.00% 0.00% 0.00% 10,150,000 0 10,150,000 0 10,150,000 0 0 0 0 0 10,150,000 0 0 0206 GG Transmission Phase 1B Force MainTrans 100.00% 0.00% 0.00% 1,024,643 0 1,024,643 0 0 0 0 0 1,024,643 0 1,024,643 0 0 0207 Interim NE Wastewater Facilities - Design/ConstTreatment 100.00% 0.00% 0.00% 44,938,610 (44,938,610) 0 0 00 0 0 0 0 0 0 0 0208 Interim NE Wastewater Facilities - PermittingTreatment 100.00% 0.00% 0.00% 168,813 (168,813) 0 0 0 0 0 0 0 0 00 0 0209 Interim NE Wastewater Facilities - QA/QCTreatment 100.00% 0.00% 0.00% 27,968 (27,968) 0 0 0 0 0 0 0 0 0 0 00210 Interim NE Wastewater Facilities - Misc Equip - 195k is part of Permanent facilitiesTreatment 100.00% 0.00% 0.00% 1,976,652 (1,781,652) 195,000 0 195,000 0 0 0 0 0 195,000 0 0 0211 Phase 1 South NESA Wellfield - DESIGNTreatment 100.00% 0.00% 0.00% 20,983 0 20,983 0 20,983 0 0 0 0 020,983 0 0 0212 Interim NE Wastewater Facilities - Design/ConstructTreatment 100.00% 0.00% 0.00% 7,546,791 (7,546,791) 0 0 0 0 00 0 0 0 0 0 0213 New MPS and FM Phase 1 DesignTrans 100.00% 0.00% 0.00% 51 0 51 0 0 0 0 0 51 0 51 0 0 0214 New MPS and FM Phase 1 ConstrTrans 100.00% 0.00% 0.00% 666,747 0 666,747 0 0 0 0 0 666,747 0 666,747 0 0 0215 WWTP 3.0 MGD Exp DesignTreatment 100.00% 0.00% 0.00% 46,423 0 46,423 0 46,423 0 0 0 0 046,423 0 0 0216 Total Fund 415: Existing Bond Funded Wastewater and IQ System Projects$474,044,057 ($54,463,834) $419,580,223 $0 $358,541,236$0 $9,067,626 $0 $30,993,980 $20,977,381 $419,580,223 $0 $0 $0217TOTAL WASTEWATER SYSTEM CAPITAL IMPROVEMENT PROJECTS$1,175,295,925 ($230,297,849) $944,998,076 $155,744,247 $366,842,557 $0 $9,067,626 $18,485,225 $30,993,980 $363,864,440 $944,998,076 $83,686,606 $0 $4,541,026IQ WATER SYSTEM Fund 413: Expansion-Related IQ Water System Capital Projects218 None - Operating Project - Impact Fee RefundsIQ 100.00% 0.00% 0.00% $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0219 Total Fund 413: Expansion-Related IQ Water System Capital Projects$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0Fund 414: Upgreades and Improvements IQ Water System Capital Projects220 IQ Power SystemsIQ 0.00% 0.00% 100.00% $1,769,995 $0 $1,769,995 $0 $0 $1,769,995 $0 $0 $0 $0 $1,769,995 $0 $1,191,156 $0221 IQ SCADA Support OperatingOther 0.00% 0.00% 100.00% 5,210,636 0 5,210,636 0 0 0 0 0 0 5,210,636 5,210,636 0 0 0222 IQ Water System TSP IQ 0.00% 0.00% 100.00% 9,753,276 (9,753,276) 0 0 0 0 0 0 0 0 0 0 0 0223 IQ Aquifer Storage and RecoveryIQ 0.00% 100.00% 0.00% 554,426 0 554,426 0 0 554,426 0 0 0 0 554,426 0 0 0224 Pelican Bay New Storage TankIQ 0.00% 100.00% 0.00% 2,913,525 0 2,913,525 0 0 2,913,525 0 00 0 2,913,525 0 0 0225 Pelican Bay FacilityIQ 0.00% 100.00% 0.00% 1,809,299 0 1,809,299 0 0 1,809,299 0 00 0 1,809,299 0 0 0226 Total Fund 414: Upgreades and Improvements IQ Water System Capital Projects$22,011,157 ($9,753,276) $12,257,881 $0 $0 $7,047,245 $0 $0 $0 $5,210,636 $12,257,881 $0 $1,191,156 $0227TOTAL IQ WATER SYSTEM CAPITAL IMPROVEMENT PROJECTS$22,011,157 ($9,753,276) $12,257,881 $0 $0 $7,047,245 $0 $0 $0 $5,210,636 $12,257,881 $0 $1,191,156 $0228TOTAL CAPITAL PROJECTS - WATER, WASTEWATER AND IQ WATER$1,197,307,082($240,051,125)$957,255,957$155,744,247$366,842,557$7,047,245$9,067,626$18,485,225$30,993,980$369,075,076$957,255,957$83,686,606$1,191,156$4,541,02611.C.aPacket Pg. 204Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Table 5 Collier County Water-Sewer District Water and Wastewater Impact Fee Study Development of Water System Impact Fee Line No. Description Amount Total Estimated Cost of Existing Water Production and Treatment Facilities: 1 Installed Cost - Existing Facilities [1] $304,595,847 2 Plus Anticipated Assets Placed in to Service - CIP [2]192,341,064 3 Less Estimated Existing Assets Removed from Service [3] (100,394,541) 4 Less Receipt of Grants and Other Contributions [4] (51,550,999) 5 Subtotal Water Production and Treatment Facilities $344,991,371 6 Daily Treatment Plant Capacity (ADD) [5] 45.872 7 Existing Maximum Daily Flow (MGD) (MDF) [6] 34.701 8 Level of Service per ERC - (GPD-AADF) [7] 275.0 9 Total Estimated ERCs Permitted to be Served by Existing Facilities 166,806 10 Percent Remaining Capacity of Existing Facilities 24.35% 11 Allocation of Existing Facilities to Incremental Growth $84,012,648 12 Rate per ERCs Associated with Existing Facilities $2,068 Total Estimated Cost of Additional Water Production and Treatment Facilities: 13 Additional Costs Capitalized - CIP [8] $333,050,111 14 Less Receipt of Grants and Other Contributions [4] 0 15 Cost of Additional Water Production/Treatment Facilities $333,050,111 16 Additional Treatment Plant Capacity (MMADF-MGD) [9] 10.000 17 Daily Plant Capacity (MGD) (MDF) [9] 9.174 18 Level of Service per ERC - (GPD-AADF) [7] 275.0 19 Total Estimated ERCs to be Served by Additional Facilities 33,360 20 Rate per ERCs Associated with Additional Facilities $9,984 21 Rate per ERC Allocable to Water Production/Treatment Facilities $5,637.45 22 Rounded Rate per ERC $5,637.00 Primary Transmission System: 23 Existing Facilities [10] $123,132,678 24 Plus Anticipated Assets Placed in to Service - CIP [2] 76,618,149 25 Less Anticipated Assets Removed from Service [3] (16,132,303) 26 Less Receipt of Grants and Other Contributions [4] (16,737,405) 27 Total Primary Transmission Facility Costs Recognized $166,881,119 28 Estimated ERCs Served by Existing Facilities [11] 166,806 29 Estimated Future ERCs served by Transmission Facilities [11] 33,360 30 Total Estimated ERCs served by Transmission Facilities [11] 200,166 31 Net Rate per ERC of Primary Transmission Facilities $833.71 32 Rounded Rate per ERC $833.00 33 Total Combined Rate per ERC After Rate Adjustment $6,470.00 34 Cost Per Gallon $23.53 35 Existing Rate per Gallon $12.30 36 Existing Rate per ERC $3,382.00 37 Proposed Increase / (Decrease)$3,088.00 MDF = Maximum Daily Flow GPD = Gallons per Day MMADF = Maximum Month Average Daily Flow MGD = Million Gallons Per Day AADF = Annual Average Daily Flow Footnotes continued on the following page. 11.C.a Packet Pg. 205 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Table 5 Footnotes Collier County Water-Sewer District Water and Wastewater Impact Fee Study Development of Water System Impact Fees Footnotes: [1] Amount shown excludes estimated existing fixed assets associated with the Golden Gate Water Treatment Plant, which is considered to be out of service and no longer a source of water treatment capacity. [2] Amount shown recognizes incremental increase in cost based on the implementation of the Capital Improvement Program (CIP). Such costs reflect assets anticipated to contribute to the Utility Plant-in-Service, which is considered to have capacity available to serve new development. [3] Amounts shown represent adjustment for asset upgrades and improvements that result in an existing asset being retired from service to recognize only the marginal increase in asset value considered to be in service during the evaluation period to meet future capacity demands associated with new development. [4] Total cost of facilities is reduced by grants and other outside funding sources, if any, as provided by the County. [5]Amount reflects dependable treatment capacity as shown on Table 1. [6] Amount reflects the average daily flow for Fiscal Years 2008 through 2022 adjusted by the County's estimated historical peaking factor of 1.09. [7] Amount reflects the County's actual level of service provided for a residential ERCs unit. [8] Amount derived from Table 3, if any, and reflects the cost of additional water treatment capacity. [9] Amount as provided by County staff and reflects the amount of additional water treatment capacity expressed on a maximum daily flow basis, if any. [10] Amount based on Appendix A and reflects water transmission assets currently in service. [11] Amount derived from Table 1 and reflects the planned upgrades to the existing water transmission system. 11.C.a Packet Pg. 206 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Table 6 Collier County Water-Sewer District Water and Wastewater Impact Fee Study Development of Wastewater System Impact Fee Line No. Description Amount Total Estimated Cost of Existing Wastewater Treatment Facilities: 1 Installed Cost - Existing Facilities $342,424,912 2 Additional Costs Capitalized - CIP [1] 162,791,493 3 Less Estimated Existing Assets Removed from Service [2] (84,877,762) 4 Less Receipt of Grants and Other Contributions [3] (16,897,272) 5 Subtotal Wastewater Treatment Facilities $403,441,371 6 Existing Treatment Plant Capacity (MMADF-MGD) [4] 42.350 7 Existing Dependable Treatment Plant Capacity (MGD) (ADF) [4] 36.814 8 Existing Maximum Daily Flow (MGD) (MDF) [5] 24.009 9 ERCs Unit Factor - (GPD) (MDF) [6] 195.0 10 Total Estimated ERCs Units Permitted to be Served by Existing Facilities 188,791 11 Percent Remaining Capacity of Existing Facilities 34.78% 12 Allocation of Existing Facilities to Incremental Growth $140,330,001 13 Rate per ERCs Unit Associated with Existing Facilities $2,136.98 Total Estimated Cost of Additional Wastewater Treatment Facilities: 14 Additional Costs Capitalized - CIP [7] $375,910,183 15 Less Receipt of Grants and Other Contributions [3] 0 16 Cost of Additional Wastewater Treatment Facilities $375,910,183 17 Additional Treatment Plant Capacity (MMADF-MGD) [8] 9.000 18 Dependable Plant Capacity (MGD) (MDF) [8] 7.965 19 Total Estimated ERCs Units to be Served by Additional Facilities 40,844 20 Rate per ERCs Units Associated with Additional Facilities $9,203.56 21 Rate per ERCs Units Allocable to Wastewater Treatment Facilities $4,846.80 22 Rounded Rate per ERC $4,846.00 Primary Transmission System: 23 Existing Facilities [9] $137,814,142 24 Additional Costs Capitalized - CIP [10] 49,479,205 25 Less Anticipated Assets Removed from Service [2] (4,541,026) 26 Less Receipt of Grants and Other Contributions [3] (6,389,686) 27 Total Primary Transmission Facility Costs $176,362,635 28 Estimated ERCs Units Served by Existing Facilities [11] 188,791 29 Estimated Future ERCs Units served by Transmission Facilities [11] 40,844 30 Total Estimated ERCs Units served by Transmission Facilities [11] 229,635 31 Net Rate per ERCs Unit of Primary Transmission Facilities $768.01 32 Rounded Rate per ERC $768.00 33 Total Combined Rate per ERCs Unit After Rate Adjustment $5,614.00 34 Cost Per Gallon $28.79 35 Existing Rate per Gallon $16.99 36 Existing Rate per ERCs Unit $3,314.00 37 Proposed Increase / (Decrease)$2,300.00 MDF = Maximum Daily Flow GPD = Gallons per Day MMADF = Maximum Month Average Daily Flow MGD = Million Gallons Per Day AADF = Annual Average Daily Flow Footnotes continued on the following page. 11.C.a Packet Pg. 207 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Table 6 Footnotes Collier County Water-Sewer District Water and Wastewater Impact Fee Study Development of Wastewater System Impact Fee Footnotes: [1] Amount derived from Table 4 and reflects the planned upgrades to the existing wastewater treatment facilities. [2] Amounts shown represent adjustment for asset upgrades and improvements that result in an existing asset being retired from service to recognize only the marginal increase in asset value considered to be in service during the evaluation period to meet future capacity demands associated with new development. [3] Total cost of facilities is reduced by grants and other outside funding sources, if any, as provided by the County. [4] Amount reflects dependable capacity as shown on Table 2. [5] Amount reflects the average daily flow for Fiscal Years 2008 through 2022 adjusted by the County's estimated historical peaking factor of 1.13. [6] Amount reflects the County's actual level of service provided for a residential ERCs unit. [7] Amount derived from Table 4, if any, and reflects the cost of additional wastewater treatment capacity. [8] Amount as provided by County staff and reflects the amount of additional wastewater treatment capacity expressed on a maximum daily flow basis, if any. [9] Amount based on Appendix A and reflects wastewater transmission assets currently in service. [10] Amount derived from Table 4 and reflects the planned expansions and upgrades to the existing wastewater transmission system. [11] Amount derived from Table 2 and reflects the planned upgrades to the existing wastewater transmission system. 11.C.a Packet Pg. 208 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Table 7 Collier County Water-Sewer District Comparison of Water and Wastewater Impact Fees per ERC [1] Line Residential 5/8" x 3/4" Meter No. Description Water Wastewater Combined Collier County Water-Sewer District 1 Existing System Impact Fees $3,382 $3,314 $6,696 2 Proposed System Impact Fees $6,470 $5,614 $12,084 Surveyed Florida Utilities: 3 Bonita Springs Utilities, Inc. $3,040 $3,925 $6,965 4 City of Bradenton [2]1,751 1,550 3,301 5 Charlotte County 1,290 1,610 2,900 6 DeSoto County 1,910 4,140 6,050 7 Englewood Water District [4] [5]1,751 2,754 4,505 8 City of Fort Myers 2,070 2,011 4,081 9 Hillsborough County [4] [6]3,047 4,640 7,687 10 Lee County [4]2,440 2,660 5,100 11 Manatee County [4]1,738 3,175 4,913 12 City of Marco Island 4,380 5,220 9,600 12 Marion County 1,659 3,844 5,503 13 City of Naples 1,416 2,324 3,740 14 City of North Port [4]2,319 2,255 4,574 15 Orange County [4]1,970 3,570 5,540 16 Pasco County 1,633 3,032 4,665 17 Polk County 2,844 4,195 7,039 18 City of Punta Gorda 1,497 2,760 4,257 19 City of Sarasota 900 2,577 3,477 20 Sarasota County [4]2,950 3,190 6,140 21 Hernando County [4]1,147 3,544 4,691 22 Other Florida Utilities' Average $2,088 $3,149 $5,236 Footnotes: [1] Unless otherwise noted, amounts shown reflect fees charged to a standard residential connection (considered as one ERC) in effect as of July 2022 and are exclusive of taxes or franchise fees, if any, and reflect rates charged for inside the city service. All rates are as reported by the respective utility. This comparison is intended to show comparable charges for similar service for comparison purposes only and is not intended to be a complete listing of all rates and charges offered by each listed utility. [2] Fees are based on number of fixtures per customer. Fees shown are calculated at an assumed 19 fixtures for a typical home representing a standard residential connection (considered as one ERC). [3] Fees shown at gross amount. Actual charges reflect a ~75% temporary reduction from the original fee schedule until their sunset date of September 30, 2022. [4] Utility is currently included in a fee study, or plans to implement a fee revision within the next twelve months following the comparison preparation date. [5] Fees shown exclude the distribution and collection system components of the utility's capital capacity charges. [6] Fees shown include the accured guaranteed revenue fees (AGRF). Water and Wastewater Impact Fee Study 11.C.a Packet Pg. 209 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study APPENDIX A: Summary of Existing Utility System Assets 11.C.a Packet Pg. 210 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Appendix A Collier County Water-Sewer District Water and Wastewater Impact Fee Study Summary of Existing Utility System Assets [1] Line Water System Wastewater System Totals No. Function Amount Percent Amount Percent Amount Percent Existing Assets Included in Impact Fees 1 Supply 94,186,892$ 12.7% -$ 0.0% 94,186,892$ 5.6% 2 Treatment Plant 210,408,955 28.3% 294,266,079 31.5% 504,675,034 30.1% 3 Transmission and Storage 123,132,678 16.6% 137,814,142 14.7% 260,946,820 15.5% 4 Effluent and Reclaim - 0.0% 48,158,833 5.2% 48,158,833 2.9% 5 Total Assets Included in Impact Fees 427,728,525$ 57.5% 480,239,054$ 51.4% 907,967,579$ 54.1% Existing Assets Excluded from Impact Fees 6 Hydrants / Meters / Services 13,667,297$ 1.8% -$ 0.0% 13,667,297$ 0.8% 7 General Equipment and Costs [2] 16,375,962 2.2% 20,399,884 2.2% 36,775,846 2.2% 8 Distribution / Collection Lines 186,626,348 25.1% 302,101,516 32.3% 488,727,865 29.1% 9 Other [3] 45,814,198 6.2% 57,071,721 6.1% 102,885,920 6.1% 10 Construction Work-in-Progress [4] 53,761,005 7.2% 74,689,022 8.0% 128,450,027 7.7% 11 Total Assets Excluded from Impact Fees 316,244,811$ 42.5% 454,262,143$ 48.6% 770,506,955$ 45.9% 12 Total Existing Fixed Assets 743,973,337$ 100.0%934,501,197$ 100.0%1,678,474,534$ 100.0% Footnotes: [1] Reported by the County as of September 30, 2023. [2] General Plant represents equipment, vehicles, and assets with short service lives, and was allocated to the water and wastewater system in proportion to all other functionalized utility plant. [3] Reflects adjustments to reported assets to remove general-related costs from the fee calculations or to allocate portion of asset costs directly to existing users. [4] Construction work-in-progress was not recognized since the projects have not yet been completed and placed into service. 11.C.a Packet Pg. 211 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study APPENDIX B: Existing Water and Wastewater Impact Fee Ordinance 11.C.a Packet Pg. 212 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) ORDINANCE NO. 2019- 4 8 AN ORDINANCE OF THE BOARD OF COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA, AMENDING CHAPTER 74 OF THE COLLIER COUNTY CODE OF LAWS AND ORDINANCES (THE COLLIER COUNTY CONSOLIDATED IMPACT FEE ORDINANCE) BY INCORPORATING BY REFERENCE THE "COLLIER COUNTY ROAD IMPACT FEE UPDATE STUDY" AND THE "WATER AND WASTEWATER IMPACT FEE STUDY FOR COLLIER COUNTY WATER-SEWER DISTRICT"; AMENDING THE ROAD IMPACT FEE RATE SCHEDULE, WHICH IS SCHEDULE ONE APPENDIX A, AS SET FORTH IN THE IMPACT FEE UPDATE STUDY AND AMENDING THE WATER AND WASTEWATER SYSTEM IMPACT FEE RATE SCHEDULE,WHICH IS SCHEDULE TWO OF APPENDIX A, AS SET FORTH IN THE IMPACT FEE UPDATE STUDY; PROVIDING FOR UPDATED DEFINITIONS; PROVIDING FOR REQUIRED CHANGES TO THE PROVISIONS RELATED TO OBTAINING A CERTIFICATE OF ADEQUATE PUBLIC FACILITES IN ACCORDANCE WITH NEW STATUTORY PROVISIONS; PROVIDING FOR CONFLICT AND SEVERABILITY; PROVIDING FOR INCLUSION IN THE COLLIER COUNTY CODE OF LAWS AND ORDINANCES; AND PROVIDING FOR A RETROACTIVE EFFECTIVE DATE OF NOVEMBER 13, 2019 FOR ALL FEE DECREASES AND A DELAYED EFFECTIVE DATE OF MARCH 30, 2020 FOR ALL FEE INCREASES AND NEW/REPLACEMENT LAND USE CATEGORIES, IN ACCORDANCE WITH THE 90-DAY NOTICE REQUIREMENTS SET FORTH IN SECTION 163.31801(3)(d), FLORIDA STATUTES. WHEREAS, Collier County uses impact fees to supplement the funding of necessary capital improvements required to provide public facilities to serve new population and related development that is necessitated by growth in Collier County; and WHEREAS, Collier County has used impact fees as a funding source for growth-related capital improvements for various facilities since 1978; and WHEREAS, on March 13, 2001,the Board of County Commissioners adopted Ordinance No. 2001-13, the Collier County Consolidated Impact Fee Ordinance, repealing and superseding all of the County's then existing impact fee regulations, and consolidating all of the County's impact fee regulations into that one Ordinance, codified in Chapter 74 of the Collier County Code of Laws and Ordinances (Code); and Underlined text is added;Struck through text is deleted 11.C.a Packet Pg. 213 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) WHEREAS, on February 10, 2015, the Board of County Commissioners adopted the Collier Ordinance No. 2015-17 for the adoption of the Road Impact Fee Update Study thereby updating the then current Road Impact Fee rates; and WHEREAS, on April 25, 2017, the Board of County Commissioners adopted Ordinance No.2017-14 adopting an annual indexing calculation thereby establishing the current Road Impact Fee rates; and WHEREAS, on April 25, 2017, the Board of County Commissioners adopted Ordinance No. 2017-13 for the adoption of the Water and Wastewater Impact Fee Study thereby establishing the current Water and Wastewater Impact Fee rates; WHEREAS, Section 74-502 of the Code provides that impact fee studies should be reviewed at least every three years; and WHEREAS, Collier County retained Tindale-Oliver & Associates, Inc., to complete the Road Impact Fee Update Study; and WHEREAS, Tindale-Oliver and Associates, Inc., has prepared the "Collier County Road Impact Fee Update Study", dated October 14, 2019; and WHEREAS, Collier County retained Raftelis, which Public Resources Management Group, Inc., is now a part of, to complete the Water and Wastewater Impact Fee Update Study; and WHEREAS, Raftelis has prepared the "Water and Wastewater Impact Fee Study for Collier County Water-Sewer District", dated September12, 2019; and WHEREAS, the "Collier County Road Impact Fee Update Study" and the "Water and Wastewater Impact Fee Study for Collier County Water -Sewer District recommend changes to the rate schedules that provide for both rate reductions and increases; and WHEREAS, the proposed changes to the Road rates and the Water and Wastewater rates equitably distribute the costs of acquiring public facilities based upon a rational nexus relating costs incurred by fee payers to infrastructure impacts created by residential and non-residential land uses; and WHEREAS, staff has thoroughly reviewed the calculations and findings and concurs with the results of the calculations and the studies; and Underlined text is added;Strueli-throvthro•gi text is deleted Page 2 of 23 11.C.a Packet Pg. 214 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) WHEREAS, the calculations and studies have also been reviewed by Collier County's outside legal counsel of Nabors, Giblin &Nickerson, P.A.; and WHEREAS, staff recommends that the Board of County Commissioners adopts this Ordinance to implement the recommended changes; and WHEREAS, Section 163.31801, Florida Statutes, which is the Florida Impact Fee Act, requires that the most recent and localized data be used in impact fee calculations and these studies comply with that requirement; and WHEREAS, in accordance with Section 163.31801, Florida Statutes, all rate categories that are increasing have a 90-day delayed effective date in accordance with the notice requirements set forth in Section 163.31801(3)(d), Florida Statutes. Additionally, the minimum 90-day notice is not required for rate reductions; and WHEREAS, the new and/or replacement land use category rates and definitions will also become effective in accordance with the 90-day notice requirements; and WHEREAS,the Florida Legislature adopted provisions related to the timing of collection of impact fees and therefore the requirements related to the payment of Road Impact Fees to obtain a Certificate of Adequate Public Facilities (COA) are being modified to comply with the new law. NOW, THEREFORE, BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA, that: SECTION ONE. Article I, General, Section 74-106, Adoption of impact fee studies, of the Collier County Code of Laws and Ordinances is hereby amended to read as follows: Section 74-106.Adoption of impact fee studies. The board hereby adopts and incorporates by reference the following studies with regard to the respective public facilities: I) Transportation facilities: "Collier County Transportation Road Impact Fee Update Study," prepared by Tindale-Oliver and Associates, Incorporated (January 13, 2015 October 14, 2019); Underlined text is added;Struck through text is deleted Page 3 of 23 11.C.a Packet Pg. 215 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) 2) Water and wastewater facilities: "Water and Wastewater Impact Fee Study for Collier County Water-Sewer District" (dated December 21, 2016 September 12, 2019) prepared by Public Resources Management Group, Inc as part of Raftelis; SECTION TWO. Article I, General, Section 74-108, General definitions, of the Collier County Code of Laws and Ordinances is hereby amended to read as follows: Section 74-108—General definitions. When used in this chapter, the following terms shall have the following meanings, unless the context clearly indicates otherwise. Terms contained in article III or the rate schedules supersede these general definitions to the extent of any conflict(s). installation, and seat covering upholstering. Condominium shall mean an ownership unit that has at least one other owned unit within the same building structure. For the purposes of this chapter and assessment of impact fees, condominiums will be included under the appropriate Multifamily Housing category. Convenience store shall mean a store open a minimum of 15 24 hours per day and which sells convenience foods, newspapers, magazines and often beer and wine and does not have gasoline pumps. Duplex shall mean a single, free-standing, conventional building on a single lot which contains only two dwelling units and is intended, designed, used and occupied as two dwelling Underlined text is added;Struck through text is deleted Page 4 of 23 11.C.a Packet Pg. 216 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) units under single ownership, or where each dwelling unit is separately owned or leased but the lot is held under common ownership. For the purpose of this chapter and assessment of impact fees a duplex will be considered under the definition of the Multifamily Housing (Low-Rise) category. condominium. A duplex may also be referred to as a single family attached dwelling. Please refer to definition of condominium. High-rise condominium shall mean residential condominiums or townhouses that are located in buildings with three or more levels (floors). For the purposes of this chapter and assessment of impact fees, high-rise condominiums will be included under the appropriate Multifamily Housing category. High-Rise Residential with First Floor Commercial shall mean development with first- floor commercial that are mixed-use multifamily housing buildings that have more than 10 levels floors) and include retail space that is open to the public on the first level. Mid-Rise Residential with First Floor Commercial shall mean development with first-floor commercial that are mixed-use multifamily housing buildings that have between three and ten levels (floors) and include retail space on the first level. Multiple family dwelling units shall mean apartments that are rental dwelling units located within the same building with at least three other dwelling units. Units that are individually owned are classified as condo/townhouse. For the purpose of calculating water and/or sewer impact fee, the following shall be considered to be multiple family dwelling units: guesthouse, servants' quarters, in law apartment. townhouse and adult congregate living facility. Multifamily Housing(High-Rise) shall mean apartments, townhouses and condominiums that have more than ten levels (floors). For the purpose of calculating water and/or sewer impact Underlined text is added;Struck th oug;text is deleted Page 5 of 23 11.C.a Packet Pg. 217 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) fee, the following shall be considered multiple-family dwwelling units: guesthouse, servants' quarters, in-law apartment, townhouse and adult congregate living facility. Multifamily Housing (Low-Rise) shall mean apartments, townhouses and condominiums located within the same building with at least three other dwelling units and that have one or two levels (floors). For the purpose of this chapter and assessment of impact fees, duplexes will also be considered under this definition. For the purpose of calculating water and/or sewer impact fee, the following shall be considered multiple-family dwelling units: guesthouse, servants' quarters, in-law apartment, townhouse and adult congregate living facility. Multifamily Housing (Mid-Rise) shall mean apartments, townhouses and condominiums located within the same building with at least three other dwelling units and have between three and ten levels (floors). For the purpose of calculating water and/or sewer impact fee, the following shall be considered multiple-family dwelling units: guesthouse, servants' quarters, in-law apartment, townhouse and adult congregate living facility. Restaurant(fast casual) shall mean a sit-down restaurant with no wait staff or table service. Customers typically order from a menu board, pay for food before the food is prepared and seat themselves. The menu generally contains higher quality made to order foods items with fewer frozen or processed ingredients than fast food restaurants. Restaurant (fast food w/drive-thru) shall mean a land use including fast-food restaurants with drive-through windows. This type of restaurant is characterized by a large carryout clientele; long hours of service (come aro open for breakfast, all are open for lunch and dinner, some are open late at night or 24 hours); and high turnover rated for eat-in customers. Restaurant (fast food w/drive-thru f2 meals]) shall mean a land use including fast-food restaurants with drive-through windows.This type of restaurant is characterized by a large carryout clientele; long hours of service, but not open for breakfast, and high turnover rated for eat-in customers. Underlined text is added;Struck through text is deleted Page 6 of 23 11.C.a Packet Pg. 218 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Service station shall mean a land use generally located at intersections or freeway interchanges and having facilities, such as gas pumps, for fueling motor vehicles. They may also have facilities for servicing and repairing . . - • . - • • - • - •- - - without convenience stores or car washes. Single family attached house shall mean a duplex. Specialty retail shall mean small strip shopping centers that contain a variety of retail shops and speciali-ze in gua-1-ity .... - ; . . _ -- ; . - . ' - . - . small restaurants. Townhouse shall mean a group of three or more dwelling units attached to each other by a common wall or roof wherein each unit has direct exterior access and no unit is located above another, and each unit is completely separated from any other(s) by a rated firewall or a fire and sound resistant enclosed separation or space, and wherein each dwelling unit may or may not be on a separate lot under separate ownership. For the purposes of this chapter and assessment of impact fees, a townhouse will be included under the appropriate Multifamily Housing category considered a condominium. Please refer to the definition of condominium. SECTION THREE. Article III,Special Requirements for Specific Types of Impact Fees, Section 74-302, Special requirements for road impact fee, of the Collier County Code of Laws and Ordinances is hereby amended to read as follows: h) Payment of road impact fees to obtain a certificate of adequate public facilities. 1) A certificate of public facility adequacy (COA) shall be issued concurrent with the approval of the next to occur final local development order. At the time a certificate of public facility adequacy is issued, thirty-three percent (33%) of the estimated payment Underlined text is added;Struck through text is deleted Page 7 of 23 11.C.a Packet Pg. 219 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) will be due and deposited into the applicable impact fee trust fund. The funds will then be immediately available for appropriation by the Board of County Commissioners for transportation capital improvements and are non-refundable. Final calculation of impact fees due will be based on the intensity of development actually permitted for construction and the impact fee schedule in effect at the time of the building permit(s) application submittal, such that additional impact fees may be due prior to issuance of a certificate of occupancy or certificate of completion for the building permit(s). 2) Offsets for road impact fees assessed to building permits for impact fees paid in accordance with this subsection, will be applied equally to units or square footage and will run with the subject land. 3) This provision is to be read in conjunction with Section 10.02.07 of the Collier County Land Development Code. To the extent this provision conflicts with this or with any other Collier County ordinance, rule or regulation, the provisions of this section shall control. 4) The provisions of this subsection apply to final local development orders approved prior to July 1, 2019. Final local development orders approved on or after July 1, 2019 are required to obtain a COA in accordance with the provisions of 10.02.07 of the Collier County Land Development Code but are not required to pay road impact fees to obtain the COA, in accordance with the provisions of Chapter 163.31801(3)(e), Florida Statutes. SECTION FOUR. Appendix A of Chapter 74 of the Collier County Code of Laws and Ordinances is hereby amended as set forth in the attachment to this Ordinance. SECTION FIVE. CONFLICT AND SEVERABILITY. In the event this Ordinance conflicts with any other Ordinance of Collier County or other applicable law, the more restrictive shall apply. If any phrase or portion of this Ordinance is held invalid or unconstitutional by any court of competent jurisdiction, such portion shall be deemed a Underlined text is added;Struck through text is deleted Page 8 of 23 11.C.a Packet Pg. 220 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) separate, distinct, and independent provision and such holding shall not affect the validity of the remaining portions. SECTION SIX. INCLUSION IN THE CODE OF LAWS AND ORDINANCES. The provisions of this Ordinance shall be made a part of the Code of Laws and Ordinances of Collier County, Florida. The sections of the Ordinance may be renumbered or re-lettered and internal cross-references amended throughout to accomplish such, and the word "ordinance" may be changed to "section," "article," or any other appropriate word. SECTION SEVEN. EFFECTIVE DATE. This Ordinance shall be considered adopted upon the date written below and subject to filing with the Florida Department of State;however,for administrative purposes the effective date for all rate schedule decreases shall be retroactive to November 13, 2019 and the effective date for all rate schedule increases, new and/or replacement land use category rates and definitions shall be delayed to March 30, 2020 in accordance with the notice requirements set forth in Section 163.31801(3)(d), Florida Statutes. Underlined text is added;Struckthrough text is deleted Page 9 of 23 11.C.a Packet Pg. 221 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) 11(1 Nj ita ti-4,14 4...o. , FLORIDA DEPARTMENT Of STATE RON DESANTIS LAUREL M.LEE Governor Secretary of State December 18, 2019 Ms. Martha S. Vergara, BMR& VAB Senior Deputy Clerk Office of the Clerk of the Circuit Court Comptroller of Collier County 3299 Tamiami Trail, Suite#401 Naples, Florida 34112-5324 Dear Ms. Vergara: Pursuant to the provisions of Section 125.66, Florida Statutes, this will acknowledge receipt of your electronic copy of Collier County Ordinance No. 2019-48, which was filed in this office on December 18, 2019. Sincerely, Ernest L. Reddick Program Administrator ELR/lb R. A. Gray Building • 500 South Bronough Street • Tallahassee, Florida 32399-0250 Telephone: (850) 245-6270 www.dos.state.fl.us 11.C.a Packet Pg. 222 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) PASSED AND DULY ADOPTED by the Board of County Commissioners of Collier County, Florida, this ko\\N day o , x— 2019. ATTEST BOARD OF COUNTY COMMISSIONERS Crystal K. Kinzel, Clerk OF COLLIER COUNTY, FLORIDA 101110 0004,I y 4t,--V /I By: lam_ _ .11111, r., Dep t 1eW lam L. McDaniel, Jr., CH• IRMAN Attest as to Chairman's signature only I Approl a• t Co rn—, and leg.I s 2fi,1 cy: Id ' 1 It.. Jeffrey A I. .Ikow County • ori' •a ordinance fieri, with tn. This o Secretary of State's Ot fief 6(_ y of Qc iaa t. t and ocknowledgernent o filing received t",.1is -.1. - dol 4/ BY . o,P,m ci Underlined text is added;Struck through text is deleted Page 10 of 23 11.C.a Packet Pg. 223 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) APPENDIX A -SCHEDULE ONE ROAD IMPACT FEE RATE SCHEDULE Phase 1 -Effective X1-7 November 13,2019 Impact Fee Land Use Category Rate Residential Assisted Living Facility(ALF) 805.19 Per Dwelling Unit Condo/Townhouse(1-2 Stories) 4,844.91 Per Dwelling Unit High-Rise Condominium(3+Stories) 3,510.36 Per Dwelling Unit Mobile Home 3,146.48 Per Dwelling Unit Multi-Family(Apartments) 1-10 Stories 5,541.89 Per Dwelling Unit Multi-Family(Apartments)>10 Stories 3,531.57 Per Dwelling Unit Retirement Community(Attached) 2,787.92 2,018.00 Per Dwelling Unit Retirement Community(Detached) 2,787.92 Per Dwelling Unit Single Family Detached House Less than 4,000 sq.ft. 7,443.99 Per Dwelling Unit 4,000 sq.ft.or larger 8,958.89 Per Dwelling Unit Non-Residential Auto Sales-Luxury 10,946.92 Per 1,000 sq.ft. Auto Sales-New/Used 16,878.14 16,622.00 Per 1,000 sq.ft. Bank/Savings:Drive-In 28,961.23 21,254.00 Per 1,000 sq.ft. Bank/Savings:Walk-In 22,038.12 12,300.00 Per 1,000 sq.ft. Business Park 9,988.97 Per 1,000 sq.ft. Car Wash-Automatic 33,397.71 Per 1,000 sq.ft. Car Wash-Self-Service 10,395.28 Per Service Bay Church 347.96 286.00 Per Seat College/University(Private) 7,501 Students 1,748.28 Per Student 7,500 Students 1,311.21 Per Student Convenience Store (24 hours)69,707.46 Per 1,000 sq.ft. Convenience Store w/Gas Pumps 4 or less Fuel Positions<2000 sq. ft.25,914.47 6,910.00 Per Fuel Position 5 6 Fuel Positions 2,000-2,999 sq.ft. 21,014.40 8,252.00 Per Fuel Position 7 8 Fuel Positions 3,000+sq. ft. 17,924.14 9,262.00 Per Fuel Position Underlined text is added;Struck through text is deleted Page 11 of 23 11.C.a Packet Pg. 224 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Impact Fee Land Use Category Rate Non-Residential(Cont'd) Convenience Store w/Gas Pumps 9 10 Fuel Positions 15,253.98 Per Fuel Position 11 12 Fuel Positions 13,848.35 Pcr Fuel Position 13 or more Fuel Positions 12,614.58 Per Fuel Position Dance Studios/Gymnastics 8,203.56 Per 1,000 sq.ft. Day Care 1,025.84 Per Student Furniture Store 2,706.23 Per 1,000 sq.ft. Gasoline/Service Station 5,432.62 Per Fuel Position General Light Industrial 5,699.95 4,584.00 Per 1,000 sq.ft. Golf Course 205,266.18 199,146.00 Per 18 Holes Golf Course-Bundled 61,586.64 59,741.00 Per 18 Holes Home Improvement Store 7,483.24 Per 1,000 sq.ft. Hospital 9,889.25 9,168.00 Per 1,000 sq.ft. Hotel 3, 6 3,702.00 Per Room Hotel-All Suites 2,900.37 Per Room Manufacturing 3,122.08 Per 1,000 sq.ft. Marina 2,592.72 2,376.00 Per Berth(Dry/Wet) Mine/Commercial Excavation 8.49 Per 1,000 cubic yards Mini-Warehouse 999.32 891.00 Per 1,000 sq.ft. Motel 3,086.02 2,074.00 Per Room Movie Theater 33,271.47 Per Screen Nursing Home 1,031.15 Per Bed Office 6,000 sq.ft.or less 8,607.75 8,605.00 Per 1,000 sq.ft. Office 6,001- 100,000 sq.ft. 10,248.88 8,605.00 Per 1,000 sq.ft. Office 100,001-200,000 sq.ft. 8,689743 8,605.00 Per 1,000 sq.ft. Office 200,001-400,000 sq.ft. 7,344.27 Per 1,000 sq.ft. Office Greater than 400,000 sq.ft. 6,665.33 Per 1,000 sq.ft. Office-Medical Greater than 10,000 sq.ft. 28,313.05 Per 1,000 sq.ft. Office-Medical 10,000 sq.ft.or less 19,443.28 Per 1,000 sq.ft. Pharmacy/Drug Store 10,165.07 Per 1,000 sq.ft. Quick Lube 10,696.56 Per Service Bay Underlined text is added;Struck through text is deleted Page 12 of 23 11.C.a Packet Pg. 225 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Impact Fee Land Use Category Rate Non-Residential(Cont'd) Restaurant-Fast Food w/Drive-1tiThru 96,567.14 Per 1,000 sq.ft. Restaurant-High Turnover 1,757.83 Per Seat Restaurant-Low Turnover 1,129.81 Per Seat Retail 6,000 sq.ft.or less 5,696.77 Per 1,000 sq.ft. Retail 6,001-25,000 sq.ft. 10,676.40 10,568.00 Per 1,000 sq.ft. Retail 25,001-50,000 Sq.Ft. 11,317.25 13,774.00 Per 1,000 sq.ft. Retail 50,001-100,000 Sq.Ft.15,424.77 13,774.00 Per 1,000 sq.ft. Retail 100,001-150,000 Sq.Ft. 14,354.37 13,774.00 Per 1,000 sq.ft. Retail 150,001-200,000 Sq.Ft. 13,743.32 Per 1,000 sq.ft. Retail 200,001-400,000 Sq.Ft. 12,989.06 Per 1,000 sq.ft. Retail 400,001-600,000 Sq.Ft. 12,802.35 Per 1,000 sq.ft. Retail 600,001-1,000,000 Sq.Ft. 13,351.87 Per 1,000 sq.ft. Retail >1,000,000 Sq.Ft. 13,597.99 Per 1,000 sq.ft. Retail Specialty 19,234.29 Per 1,000 sq.ft. RV Park 1,226.34 Per Site School-Elementary(Private) 728.80 Per Student School-Middle(Private) S-1702-7796 921.00 Per Student School-High School(Private) 1,085.25 983.00 Per Student Supermarket 19,163.21 Per 1,000 sq.ft. Tire Store 8,178.10 Per Service Bay Warehouse 2,903.55 1,599.00 Per 1,000 sq.ft. Underlined text is added;Struek through text is deleted Page 13 of 23 11.C.a Packet Pg. 226 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) APPENDIX A -SCHEDULE ONE ROAD IMPACT FEE RATE SCHEDULE Phase-t2- Effective November 25,2019 March 30,2020 Impact Fee Land Use Category Rate Residential Assisted Living Facility(ALF) 805.19 831.86 Per BedDwclling Unit Condo/Townhouse(1-2 Stories) 4,811.91 5,539.59 Per Dwelling Unit High-Rise Condominium(3+Stories) 3,510.36 4,059.36 Per Dwelling Unit Mobile Home 3,146.48 3,288.22 Per Dwelling Unit Multi-Family Housing(Low-RiseA$aftments 1-240 Floors8torics) $5,541.89 6,006.56 Per Dwelling Unit Multi-Family Housing(Mid-Rise,3-10 Floors)5,174.00 Per Dwelling Unit Multi-Family Housing(High-RiseApartmcnts>10 Floors5teries)3,531.57 3,762.05 Per Dwelling Unit Mid-Rise Residential w/lst Floor Commercial 3,265.00 Per Dwelling Unit High-Rise Residential w/Ist Floor Commercial 1,903.00 Per Dwelling Unit Retirement Community(Attached) 2,018.00 Per Dwelling Unit Retirement Community(Detached) 2,787.92 3,037.10 Per Dwelling Unit Single Family Detached House Less than 4,000 sq.ft. 7,443.99 7,657.17 Per Dwelling Unit 4,000 sq.ft.or larger 8,958.89 9,257.57 Per Dwelling Unit Non-Residential Auto Sales-Luxury 10,916.92 11,419.84 Per 1,000 sq.ft. Auto Sales-New/Used 16,622.00 Per 1,000 sq.ft. Bank/Savings:Drive-In 21,254.00 Per 1,000 sq.ft. Bank/Savings:Walk-In 12,300.00 Per 1,000 sq. ft. Business Park 9,988.97 10,421.94 Per 1,000 sq.ft. Car Wash-Automatic 33,397.71 35,016.46 Per 1,000 sq.ft. Car Wash-Self-Service 10,395.28 10,874.68 Per Service Bay Church 286.00 Per Seat College/University(Private) 7,501 Students 1,748.28 1,822.44 Per Student 7,500 Students 1,311.21 1 367.90 Per Student Convenience Store (24 hours) 69,707.46 73,820.10 Per 1,000 sq.ft. Convenience Store w/Gas Pumps 2000 sq.ft. 6,910.00 Per Fuel Position Underlined text is added;Struck through text is deleted Page 14 of 23 11.C.a Packet Pg. 227 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Impact Fee Land Use Category Rate Non-Residential(Cont'd) Convenience Store w/Gas Pumps 2,000-2,999 sq.ft. 8,252.00 Per Fuel Position 3,000+sq.ft. 9,262.00 Per Fuel Position Dance Studios/Gymnastics 8,203.56 8,573.64 Per 1,000 sq.ft. Day Care 1,025.84 1,049.32 Per Student Furniture Store 2,706.23 3,025.59 Per 1,000 sq.ft. 5,432.62 Per Fua l -ion General Light Industrial 4,584.00 Per 1,000 sq.ft. Golf Course 199,146.00 Per 18 Holes Golf Course-Bundled 59,741.00 Per 18 Holes Home Improvement Store 7,483.24 7,823.39 Per 1,000 sq.ft. Hospital 9,168.00 Per 1,000 sq.ft. Hotel 3,702.00 Per Room Hotel-All Suites 2,900.37 2,924.67 Per Room Manufacturing 3,122.0& 3,289.37 Per 1,000 sq.ft. Marina 2,376.00 Per Berth(Dry/Wet) Mine/Commercial Excavation 849 10.31 Per 1,000 cubic yards Mini-Warehouse 891.00 Per 1,000 sq.ft. Motel 2,074.00 Per Room Movie Theater 33,271.17 35,784.59 Per Screen Nursing Home 1,031.15 1,111.95 Per Bed Office 6,000 sq.ft.or less 8,605.00 Per 1,000 sq.ft. Office 6,001- 100,000 sq.ft. 8,605.00 Per 1,000 sq.ft. Office 100,001-200,000 sq.ft.8,605.00 Per 1,000 sq.ft. Office 200,001-400,000 sq.ft.7,344.27 7,760.31 Per 1,000 sq.ft. Office Greater than 400,000 sq.ft. 6,665.33 7,305.42 Per 1,000 sq.ft. Office-Medical Greater than 10,000 sq.ft. 28,313.05 29,346.27 Per 1,000 sq.ft. Office-Medical 10,000 sq.ft.or less 19,443.28 20,272.15 Per 1,000 sq.ft. Pharmacy/Drug Store 10,165.07 10,974.54 Per 1,000 sq.ft. Quick Lube 10,696.56 11,192.04 Per Service Bay Restaurant-Fast Food w/Drive-Thru 96,567.14 99,109.75 Per 1,000 sq. ft. Restaurant-High Turnover 1,757.83 1,776.37 Per Seat Restaurant-Low Turnover 1,129.81 1,140.76 Per Seat Restaurant-Fast Casual 68,107.00 Per 1,000 sq.ft. Restaurant-Fast Food w/Drive-Thru(2 meals) $95,762.00 Per 1,000 sq.ft. Underlined text is added;Struck through text is deleted Page 15 of 23 11.C.a Packet Pg. 228 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Impact Fee Land Use Category Rate Non-Residential(Cont'd) Retail 6,000 sq.ft.or less 5,696.77 5,710.05 Per 1,000 sq.ft. Retail 6,001-25,000 sq.ft. 10,568.00 Per 1,000 sq.ft. Retail 25,0001-50,000 Sq.Ft.13,774.00 Per 1,000 sq.ft. Retail 50,001-100,000 Sq.Ft.13,774.00 Per 1,000 sq.ft. Retail 100,001-150,000 Sq.Ft. 13,774.00 Per 1,000 sq.ft. Retail 150,001-200,000 Sq.Ft. 13,743.32 13,753.45 Pcr 1,000 sq.ft. Retail 200,001-400,000 Sq.Ft. 4-279-89446 13,248.09 Per 1,000 sq.ft. Retail 400,001-600,000 Sq.Ft. 12,802.35 13,122.99 Per 1,000 sq.ft. Retail 600,001-1,000,000 Sq.Ft. 13,351.87 13,491.17 Per 1,000 sq.ft. Retail >1,000,000 Sq.Ft. 13,597.99 13,656.07 Per 1,000 sq.ft. RV Park 1,226.34 1,278.04 Per Site School-Elementary(Private) 728.80 757.25 Per Student School-Middle(Private) 921.00 Per Student School-High School(Private) 983.00 Per Student Supermarket 19,163.21 20,287.12 Per 1,000 sq.ft. Tire Store 8,178.10 8,554.27 Per Service Bay Warehouse 1,599.00 Per 1,000 sq.ft. Underlined text is added;Struck through text is deleted Page 16 of 23 11.C.a Packet Pg. 229 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) APPENDIX A -SCHEDULE ONE ROAD IMPACT FEE RATE SCHEDULE Phase 23-Effective March 30r ,2020 March 30,2021 Impact Fee Land Use Category Rate Residential Assisted Living Facility(ALF) 831.86 858.52 Per Bed Condo/Townhouse(1-2 Stories) 5,539.59 6,234.27 Per Dwelling Unit High-Rise Condominium(3+Stories) 4,059.36 4,608.36 Per Dwelling Unit Mobile Home 3,288.22 3,429.96 Per Dwelling Unit Multi-Family Housing(Low-Rise, 1-2 Floors) 6,006.56 6,471.24 Per Dwelling Unit Multi-Family Housing(Mid-Rise,3-10 floors) 5,174.00 Per Dwelling Unit Multi-Family Housing(High-Rise,>10 Stories)3,762.05 3,992.53 Per Dwelling Unit Mid-Rise Residential w/1st Floor Commercial 3,265.00 Per Dwelling Unit High-Rise Residential w/1st Floor Commercial 1,903.00 Per Dwelling Unit Retirement Community(Attached) 2,018.00 Per Dwelling Unit Retirement Community(Detached) 3,037.10 3,286.27 Per Dwelling Unit Single Family Detached House Less than 4,000 sq.ft. 7,657.17 7,870.36 Per Dwelling Unit 4,000 sq.ft.or larger 9,257.57 9,556.26 Per Dwelling Unit Non-Residential Auto Sales-Luxury 11,419.84 1 1,892.75 Per 1,000 sq.ft. Auto Sales-New/Used 16,622.00 Per 1,000 sq.ft. Bank/Savings:Drive-In 21,254.00 Per 1,000 sq.ft. Bank/Savings:Walk-In 12,300.00 Per 1,000 sq.ft. Business Park 10,421.94 10,854.91 Per 1,000 sq.ft. Car Wash-Automatic 35,016.46 36,635.20 Per 1,000 sq.ft. Car Wash-Self-Service 10,87465 11,354.07 Per Service Bay Church 286.00 Per Seat College/University(Private) 7,501 Students 1,822.44 1,896.60 Per Student 7,500 Students 1,367.90 1,424.59 Per Student Convenience Store (24 hours) 73,820.10 77,932.74 Per 1,000 sq.ft. Convenience Store w/Gas Pumps 2000 sq.ft. 6,910.00 Per Fuel Position Underlined text is added;Stfuek-through text is deleted Page 17 of 23 11.C.a Packet Pg. 230 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Impact Fee Land Use Category Rate Non-Residential(Cont'd) Convenience Store w/Gas Pumps 2,000-2,999 sq.ft. 8,252.00 Per Fuel Position 3,000+sq.ft. 9,262.00 Per Fuel Position Dance Studios/Gymnastics 8,573.64 8,943.71 Per 1,000 sq.ft. Day Care 1,049.32 1,072.81 Per Student Furniture Store 3,025.59 3,344.96 Per 1,000 sq.ft. General Light Industrial 4,584.00 Per 1,000 sq.ft. Golf Course 199,146.00 Per 18 Holes Golf Course-Bundled 59,741.00 Per 18 Holes Home Improvement Store 7,823.39 8,163.54 Per 1,000 sq.ft. Hospital 9,168.00 Per 1,000 sq.ft. Hotel 3,702.00 Per Room Hotel-All Suites 2,924.67 2,948.96 Per Room Manufacturing 3,289.37 3,456.65 Per 1,000 sq.ft. Marina 2,376.00 Per Berth(Dry/Wet) Mine/Commercial Excavation 10.31 12.13 Per 1,000 cubic yards Mini-Warehouse 891.00 Per 1,000 sq.ft. Motel 2,074.00 Per Room Movie Theater 35,784.59 38,297.72 Per Screen Nursing Home 1,111.95 1,192.75 Per Bed Office 6,000 sq.ft.or less 8,605.00 Per 1,000 sq.ft. Office 6,001-100,000 sq.ft. 8,605.00 Per 1,000 sq.ft. Office 100,001-200,000 sq. ft.8,605.00 Per 1,000 sq.ft. Office 200,001-400,000 sq.ft.7,760.31 8,176.35 Per 1,000 sq.ft. Office Greater than 400,000 sq.ft. 7,305.42 7,945.51 Per 1,000 sq.ft. Office-Medical Greater than 10,000 sq.ft. 29,316.27 30,379.48 Per 1,000 sq.ft. Office-Medical 10,000 sq.ft.or less 20,272.15 21,101.01 Per 1,000 sq.ft. Pharmacy/Drug Store 10,971.54 11,784.01 Per 1,000 sq.ft. Quick Lube 11,192.04 11,687.51 Per Service Bay Restaurant-Fast Food w/Drive-Thur 99;x.75 101,652.35 Per 1,000 sq.ft. Restaurant-High Turnover 1,776.37 1,794.90 Per Seat Restaurant-Low Turnover 1,140.76 1,151.71 Per Seat Restaurant-Fast Casual 68,107.00 Per 1,000 sq.ft. Restaurant-Fast Food w/Drive-Thru(2 meals) $95,762.00 Per 1,000 sq.ft. Retail 6,000 sq.ft.or less 5,710.05 5,723.32 Per 1,000 sq.ft. Retail 6,001-25,000 sq.ft. 10,568.00 Per 1,000 sq.ft. Underlined text is added;Struck through text is deleted Page 18 of 23 11.C.a Packet Pg. 231 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Impact Fee Land Use Category Rate Non-Residential(Cont'd) Retail 25,0001-50,000 Sq.Ft.13,774.00 Per 1,000 sq.ft. Retail 50,001-100,000 Sq.Ft.13,774.00 Per 1,000 sq.ft. Retail 100,001-150,000 Sq.Ft. 13,774.00 Per 1,000 sq.ft. Retail 150,001-200,000 Sq.Ft. 13,753.45 13,763.57 Per 1,000 sq.ft. Retail 200,001-400,000 Sq.Ft. 13,248.09 13,507.12 Per 1,000 sq.ft. Retail 400,001-600,000 Sq.Ft. 13,122.99 13,443.64 Per 1,000 sq.ft. Retail 600,001-1,000,000 Sq.Ft. 13,491.17 13,630.48 Per 1,000 sq.ft. Retail >1,000,000 Sq.Ft. 13,656.07 13,714.16 Per 1,000 sq.ft. RV Park 1,278.04 1,329.74 Per Site School-Elementary(Private) 757.25 785.69 Per Student School-Middle(Private) 921.00 Per Student School-High School(Private) 983.00 Per Student Supermarket 20,287.12 21,411.03 Per 1,000 sq.ft. Tire Store 8,551.27 8,930.43 Per Service Bay Warehouse 1,599.00 Per 1,000 sq.ft. Underlined text is added;Struck through text is deleted Page 19 of 23 11.C.a Packet Pg. 232 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) APPENDIX A -SCHEDULE ONE ROAD IMPACT FEE RATE SCHEDULE Phase 34-Effective March 30, E T March 30,2022 Impact Fee Land Use Category Rate Residential Assisted Living Facility(ALF) 858.52 886.00 Per Bed Condo/Townhouse(1 2 Stories) 6,234.27 Per Dwelling Unit I Iigh Rise Condominium(3+Stories) 4,608.36 Per Dwelling Unit Mobile Home 3,429.96 3,576.00 Per Dwelling Unit Multi-Family Housing(Low-Rise, 1-2 floors) 6,471.24 6,950.00 Per Dwelling Unit Multi-Family Housing(Mid-Rise,3-10 floors) 5,174.00 Per Dwelling Unit Multi-Family Housing(High-Rise,>10 floors) 3,992.53 4,230.00 Per Dwelling Unit Mid-Rise Residential w/Ist Floor Commercial 3,265.00 Per Dwelling Unit High-Rise Residential w/1st Floor Commercial 1,903.00 Per Dwelling Unit Retirement Community(Attached) 2,018.00 Per Dwelling Unit Retirement Community(Detached) 3,286.27 3,543.00 Per Dwelling Unit Single Family Detached House Less than 4,000 sq.ft. 7,870.36 8,090.00 Per Dwelling Unit 4,000 sq.ft.or larger 9,556.26 9,864.00 Per Dwelling Unit Non-Residential Auto Sales-Luxury 1 1,892.75 12,380.00 Per 1,000 sq.ft. Auto Sales-New/Used 16,622.00 Per 1,000 sq.ft. Bank/Savings:Drive-In 21,254.00 Per 1,000 sq.ft. Bank/Savings:Walk-In 12,300.00 Per 1,000 sq.ft. Business Park 10,851.91 11,301.00 Per 1,000 sq.ft. Car Wash-Automatic 36,635.20 38,303.00 Per 1,000 sq.ft. Car Wash-Self-Service 1 1,354.07 1 1,848.00 Per Service Bay Church 286.00 Per Seat College/University(Private) 7,501 Students 1,896.60 1,973.00 Per Student 7,500 Students 1,421.59 1,483.00 Per Student Convenience Store (24 hours) 77,932.74 82,170.00 Per 1,000 sq.ft. Convenience Store w/Gas Pumps 2000 sq.ft. 6,910.00 Per Fuel Position Underlined text is added;Struek—tilfeegh text is deleted Page 20 of 23 11.C.a Packet Pg. 233 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Impact Fee Land Use Category Rate Non-Residential(Cont'd) Convenience Store w/Gas Pumps 2,000-2,999 sq.ft. 8,252.00 Per Fuel Position 3,000+sq.ft. 9,262.00 Per Fuel Position Dance Studios/Gymnastics 8,943.71 9,325.00 Per 1,000 sq.ft. Day Care 1,072.81 1,097.00 Per Student Furniture Store 3,344.96 3,674.00 Per 1,000 sq.ft. General Light Industrial 4,584.00 Per 1,000 sq.ft. Golf Course 199,146.00 Per 18 Holes Golf Course-Bundled 59,741.00 Per 18 Holes Home Improvement Store 8,163.54 8,514.00 Per 1,000 sq.ft. Hospital 9,168.00 Per 1,000 sq.ft. Hotel 3,702.00 Per Room Hotel-All Suites 2,948.96 2,974.00 Per Room Manufacturing 3,156.65 3,629.00 Per 1,000 sq.ft. Marina 2,376.00 Per Berth(Dry/Wet) Mine/Commercial Excavation 12.13 14.00 Per 1,000 cubic yards Mini-Warehouse 891.00 Per 1,000 sq.ft. Motel 2,074.00 Per Room Movie Theater 38,297.72 40,887.00 Per Screen Nursing Home 1,192.75 1,276.00 Per Bed Office-General 6,000 sq.ft.or less 8,605.00 Per 1,000 sq.ft. Office 6,001 100,000 sq.ft. 8,605.00 Per 1,000 sq.ft. Office 100,001 200,000 sq.ft.87645490 Per 1,000 sq.ft. Office 200,001 400,000 sq. ft.8,176.35 Pcr 1,000 sq.ft. Office Greater than 400,000 sq.ft. 7,945.51 Per 1,000 sq.ft. Office-Medical Greater than 10,000 sq.ft. 30,379.48 31,444.00 Per 1,000 sq.ft. Office-Medical 10,000 sq.ft.or less 21,101.01 21,955.00 Per 1,000 sq.ft. Pharmacy/Drug Store 11,781.01 12,618.00 Per 1,000 sq.ft. Quick Lube 11,687.51 12,198.00 Per Service Bay Restaurant-Fast Food w/Drive-Thru 101,652.35 104,272.00 Per 1,000 sq.ft. Restaurant-High Turnover 1,, 794.90 1,814.00 Per Seat Restaurant-Low Turnover 1,151.71 1,163.00 Per Seat Restaurant-Fast Casual 68,107.00 Per 1,000 sq.ft. Restaurant-Fast Food w/Drive-Thru(2 meals) $95,762.00 Per 1,000 sq.ft. Retail 6,000 sq.ft.or less 5,723.32 5,737.00 Per 1,000 sq.ft. Retail 6,001-25,000 sq.ft. 10,568.00 Per 1,000 sq.ft. Underlined text is added;Struck through text is deleted Page 21 of 23 11.C.a Packet Pg. 234 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Impact Fee Land Use Category Rate Non-Residential(Cont'd) Retail>25,0001 50,000 Sq.Ft. 13,774.00 Per 1,000 sq.ft. Retail 50,001 100,000 Sq.Ft. 13 1..99 Per 1,000 sq.ft. Retail 100,001 150,000 Sq.Ft. 13, 7-,4.0 Per 1,000 sq.ft. Retail 150,001 200,000 Sq.Ft. 13,763.57 Per 1,000 sq.ft. Retail 200,001 400,000 Sq.Ft. 13,507.12 Per 1,000 sq.ft. 13,413.64 Per 1,000 sq.ft. Retail 600,001 1,000,000 Sq.Ft. 13,630.48 Per 1,000 sq.ft. Retail >1,000,000 Sq.Ft. 13,714.16 Per 1,000 sq.ft. RV Park 1,329.74 1,383.00 Per Site School-Elementary(Private) 785.69 815.00 Per Student School-Middle(Private) 921.00 Per Student School-High School(Private) 983.00 Per Student Supermarket 21,411.03 22,569.00 Per 1,000 sq.ft. Tire Store 8,930.13 9,318.00 Per Service Bay Warehouse 1,599.00 Per 1,000 sq.ft. Underlined text is added;Struck through text is deleted Page 22 of 23 11.C.a Packet Pg. 235 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) APPENDIX A SCHEDULE TWO-EFFECTIVE-July 24, 2017 March 30, 2020 WATER & WASTEWATER IMPACT FEE RATE SCHEDULE ERC=Equivalent Residential Connection ADF=Average Daily Flow RESIDENTIAL -INDIVIDUALLY METERED Water Impact Existing- Proposed- Living Space(SQ.FT.)ERC Factor Basis of Fee Fee Wastewater Wastewater- Meter Size Impact Fee Impaet-Fee 0 TO 4,9991 Per ERC 2562$3382 42701$3314 2,701 3/4" AND NO MORE THAN 4 TOILETS) fixed at 1 ERC) Per ERC ERC value x$2,5625,000 OR MORE Varies(minimum Varies(Reference OR MORE THAN 4 TOILETS) value of 1) ( based on ADF $3382(minimum value $2545$3314 Note)Meter SizeFormula)2,562$3382) Meter Size Note Meter size determined by the total fixture value connected to the meter and applying applicable provision in the current edition of the Florida Plumbing Code. Reference the Meter Sizing Form. ERC with ADF Formula When ADF is in Gallons Per Minute(GPM)then use the formula[(ADF-30)/30]+1 MULTI-FAMILY-MASTER METERED Water Impact Existing- Proposed- Living Space(SQ.FT.)Basis of Fee ERC FactorFee Wastewater Wastewater- Impact Fee Impact-Fee 0 TO 750 Per Unit 0.33 845$1116 $894$1093 894 751 TO 1,500 Per Unit 0.67 474-6$2265 $4809$2220 47$09 1,501 OR MORE Per Unit 1.0 2562$3382 $2704$3314 2,701 Meter Size Note Meter size determined by the total fixture value connected to the meter and applying applicable provision in the current edition of the Florida Plumbing Code. Reference the Meter Sizing Form. NON-RESIDENTIAL Type Basis of Fee All Non-Residential Impact fees are determined by meter size. Water and/or wastewater impact fees for alterations,expansions,or replacements are imposed only if the meter size is increased as a result of the alteration,expansion,or replacement. Existing- Meter Size ERC Factor(1) Water Impact Fee Wastewater Proposed-Wastewater-Impact-Fee Impact Fee 3/4 inch 1.00 256.2 3382 2701 '.3314 2,701 1 inch 1.67 42-78$5647 34640'.5534 475-40 1-1/2 inch 3.33 18631$11,262 8094$11,035 8,004 2 inch 5.33 13666$18,026 44396$17,663 44396 3 inch 15.00 8387430$50,730 40,51549j10 40-5445 4 inch 33.33 867394$112,722 00,024$110,455 90;024 6 inch 66.67 170,808$225,477 180,076$220,944 480;076 8 inch 116.67 208,008$394,577 315,125$386,644 316,125 Meter Size Note Meter size determined by the total fixture value connected to the meter and applying applicable provision in the current edition of the Florida Plumbing Code. Reference the Meter Sizing Form. 1)ERC Factors by Meter Size for Non-Residential Customers Rated Capacity ERC Meter Size (gallons per minute) Factor[2] 3/4" 30 1.00 1" 50 1.67 1-1/2" 100 3.33 2" 160 5.33 3" 450 15.00 4" 1,000 33.33 6" 2,000 66.67 8" 3,500 116.67 11 Based on the rated capacities per technical specifications of meters used by the county. 21 Reflects rated hydraulic capacity of meter divided by 30 gallons per minute based on the rated capacity of smallest meter size. Underlined text is added;Struck-through text is deleted Page 23 of 23 11.C.a Packet Pg. 236 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) Collier County Water-Sewer District / Fiscal Year 2024 Water and Wastewater Impact Fee Study APPENDIX C: Existing and Proposed Water and Wastewater System Impact Fee Schedule in County Format 11.C.a Packet Pg. 237 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) ERC Factor (Equivalent Residential Connection) BASIS OF FEE ALLOCATION METER SIZE WATER IMPACT FEE WATER IMPACT FEE WASTEWATER IMPACT FEE WASTEWATER IMPACT FEE EXISTING PROPOSED EXISTING PROPOSED 1.00 Per ERC (fixed at 1 ERC) 3/4" $3,382 $6,470 $3,314 $5,614 Varies (minimum value of 1)Per ERC (based on ADF Formula) Varies (Reference Meter Size Notes) ERC VALUE x $3,382 (minimum value $3,382) ERC VALUE x $6,470 (minimum value $6,470)$3,314 $5,614 ERC (Equivalent Residential Connection) BASIS OF FEE ALLOCATION METER SIZE EXISTING PROPOSED EXISTING PROPOSED 0.33 PER UNIT Per GPM or Engineer of Record $1,116 $2,135 $1,093 $1,852 0.67 PER UNIT Per GPM or Engineer of Record $2,265 $4,334 $2,220 $3,761 1.00 PER UNIT Per GPM or Engineer of Record $3,382 $6,470 $3,314 $5,614 ERC (Equivalent Residential Connection) Factor (1) BASIS OF FEE ALLOCATION METER SIZE (1) EXISTING PROPOSED EXISTING PROPOSED 1.00 PER METER SIZE 3/4" $3,382 $6,470 $3,314 $5,614 1.67 PER METER SIZE 1" $5,647 $10,804 $5,534 $9,375 3.33 PER METER SIZE 1-1/2" $11,262 $21,545 $11,035 $18,694 5.33 PER METER SIZE 2" $18,026 $34,485 $17,663 $29,922 15.00 PER METER SIZE 3" $50,730 $97,050 $49,710 $84,210 33.33 PER METER SIZE 4" $112,722 $215,645 $110,455 $187,114 66.67 PER METER SIZE 6" $225,477 $431,354 $220,944 $374,285 116.67 PER METER SIZE 8" $394,577 $754,854 $386,644 $654,985 (1) Rated Capacity ERC Meter Size (gallons per minute) [1]Factor [2] 3/4" 30 1.00 1" 50 1.67 1-1/2" 100 3.33 2" 160 5.33 3" 450 15.00 4" 1,000 33.33 6" 2,000 66.67 8" 3,500 116.67 ERC Factors by Meter Size for Non-Residential Customers [1] Based on the rated capacities per technical specifications of meters used by the County. [2] Reflects rated hydraulic capacity of meter divided by 30 gallons per minute based on the rated capacity of smallest meter size. Non-Residential Non-Residential Non-Residential Meter Size Note ERC with ADF Formula Meter size determined by the total fixture value connected to the meter and applying applicable provision in the current edition of the Florida Plumbing Code. Reference the Meter Sizing Form. When ADF is in Gallons Per Minute (GPM) then use the formula ((ADF-30)/30)+1 Non-Residential 1,501 OR MORE Meter Size Note NON-RESIDENTIAL CUSTOMER TYPE WATER IMPACT FEE WASTEWATER IMPACT FEE Non-Residential Non-Residential Non-Residential Non-Residential LIVING SPACE (SQ.FT.) WATER IMPACT FEE WASTEWATER IMPACT FEE 0 TO 750 Meter size determined by the total fixture value connected to the meter and applying applicable provision in the current edition of the Florida Plumbing Code. Reference the Meter Sizing Form. Meter Size Note Meter size determined by the total fixture value connected to the meter and applying applicable provision in the current edition of the Florida Plumbing Code. Reference the Meter Sizing Form. INDIVIDUALLY METERED Appendix C Collier County Water-Sewer District Water and Wastewater Impact Fee Study Existing and Proposed Water and Wastewater System Impact Fee Schedule in County Format RESIDENTIAL 751 TO 1,500 LIVING SPACE (SQ.FT.) 0 TO 4,999 (AND NO MORE THAN 4 TOILETS) 5,000 OR MORE (OR MORE THAN 4 TOILETS) RESIDENTIAL MASTER METERED 11.C.a Packet Pg. 238 Attachment: Collier County 2024 Impact Fee Report (Final) (29426 : Water and Wastewater Impact Fee Study) 11.C.bPacket Pg. 239Attachment: Ordinance #24-__ Water-Sewer (2 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.bPacket Pg. 240Attachment: Ordinance #24-__ Water-Sewer (2 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.bPacket Pg. 241Attachment: Ordinance #24-__ Water-Sewer (2 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.bPacket Pg. 242Attachment: Ordinance #24-__ Water-Sewer (2 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.bPacket Pg. 243Attachment: Ordinance #24-__ Water-Sewer (2 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.bPacket Pg. 244Attachment: Ordinance #24-__ Water-Sewer (2 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.bPacket Pg. 245Attachment: Ordinance #24-__ Water-Sewer (2 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.bPacket Pg. 246Attachment: Ordinance #24-__ Water-Sewer (2 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.bPacket Pg. 247Attachment: Ordinance #24-__ Water-Sewer (2 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.bPacket Pg. 248Attachment: Ordinance #24-__ Water-Sewer (2 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.bPacket Pg. 249Attachment: Ordinance #24-__ Water-Sewer (2 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.bPacket Pg. 250Attachment: Ordinance #24-__ Water-Sewer (2 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.bPacket Pg. 251Attachment: Ordinance #24-__ Water-Sewer (2 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.bPacket Pg. 252Attachment: Ordinance #24-__ Water-Sewer (2 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.bPacket Pg. 253Attachment: Ordinance #24-__ Water-Sewer (2 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.bPacket Pg. 254Attachment: Ordinance #24-__ Water-Sewer (2 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.cPacket Pg. 255Attachment: Ordinance #24-__ Water-Sewer (3 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.cPacket Pg. 256Attachment: Ordinance #24-__ Water-Sewer (3 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.cPacket Pg. 257Attachment: Ordinance #24-__ Water-Sewer (3 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.cPacket Pg. 258Attachment: Ordinance #24-__ Water-Sewer (3 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.cPacket Pg. 259Attachment: Ordinance #24-__ Water-Sewer (3 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.cPacket Pg. 260Attachment: Ordinance #24-__ Water-Sewer (3 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.cPacket Pg. 261Attachment: Ordinance #24-__ Water-Sewer (3 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.cPacket Pg. 262Attachment: Ordinance #24-__ Water-Sewer (3 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.cPacket Pg. 263Attachment: Ordinance #24-__ Water-Sewer (3 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.cPacket Pg. 264Attachment: Ordinance #24-__ Water-Sewer (3 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.cPacket Pg. 265Attachment: Ordinance #24-__ Water-Sewer (3 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.cPacket Pg. 266Attachment: Ordinance #24-__ Water-Sewer (3 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.cPacket Pg. 267Attachment: Ordinance #24-__ Water-Sewer (3 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.cPacket Pg. 268Attachment: Ordinance #24-__ Water-Sewer (3 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.cPacket Pg. 269Attachment: Ordinance #24-__ Water-Sewer (3 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.cPacket Pg. 270Attachment: Ordinance #24-__ Water-Sewer (3 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.cPacket Pg. 271Attachment: Ordinance #24-__ Water-Sewer (3 Phases) (29426 : Water and Wastewater Impact Fee Study) 11.C.cPacket Pg. 272Attachment: Ordinance #24-__ Water-Sewer (3 Phases) (29426 : Water and Wastewater Impact Fee Study)