HomeMy WebLinkAboutJ.2 Impact_Fee_MSU_Credit_Balance_Program_Update_Agreement
AN AGREEMENT OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA AND
MONTANA STATE UNIVERSITY, AMENDING AND UPDATING THE WATER IMPACT FEE AND
WASTEWATER IMPACT FEE DEMAND OFFSET PROGRAM FOR MONTANA STATE UNIVERSITY
INITIALLY ESTABLISHED BY RESOLUTION 4939
WHEREAS, Chapter 2, Article 6, Division 9, Bozeman Municipal Code (BMC) sets forth
the impact fee regulations of the City of Bozeman, which are codified as Sec. 2.06.1600 BMC et
seq.; and,
WHEREAS, Sections 2.06.1670.G and 2.06.1680.G provide authority for exemptions
under defined conditions from payment of water impact fees and wastewater impact fees
respectively; and,
WHEREAS, Montana State University (MSU) is a unique and major customer of the
City’s water and wastewater utilities that owns and operates its own water distribution and
wastewater collection systems within the MSU campus, and these systems are provided water
from the City water utility by means of a ring of meter pits that surround the MSU campus, and
discharges wastewater into the City’s wastewater collection and treatment system; and,
WHEREAS, MSU has invested and continues to invest significant capital resources to
implement water efficiency measures within campus buildings that have produced measurable
reductions in demand and impact to the City’s water and wastewater utilities; and,
WHEREAS, MSU’s measurable reductions in water use and associated wastewater
discharges attributable to efficiency measures completed since 2014 can be utilized to offset new
water and wastewater demands for post-2014 campus developments by an amount equivalent
to the measurably reduced volumes; and,
WHEREAS, MSU has sub-metered existing buildings on campus to capture actual indoor
water use and associated wastewater discharge data and affirms that it will sub-meter each
future building to be constructed on campus; and,
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WHEREAS, a measurable reduction in water use and associated wastewater discharges
is defined as the metered water use occurring in a pre-2014 campus building prior to the
implementation of efficiency measures completed since 2014 less the metered water use
occurring after the implementation of efficiency measures; and,
WHEREAS, the total respective water and wastewater demand offsets available to MSU
is defined as the summation, on an annual basis, of all measurable reductions, as metered per
building, in water use and associated wastewater discharges directly attributable to water use
efficiency measures that have already been undertaken on campus since 2014, or that may occur
in the future; and,
WHEREAS, the water and wastewater impact fee exemption program created by this
Resolution is effective insofar as MSU has water and wastewater demand offsets available; and,
WHEREAS, it is appropriate to update the demand offset program to reflect changed
circumstances over time where demand offsets were used or created,
WHEREAS, both the City of Bozeman and Montana State University desire to continue
to encourage water conservation and efficiency,
NOW, THEREFORE, BE IT AGREED:
PART 1 - FINDINGS
1. The City Commission finds that the purpose of Sections 2.06.1670.G.1 and 2.06.1680.G.1 BMC
is to exempt payments of water and wastewater impact fees in specific instances where
development for which impact fees are applicable does not create an additional demand or
impact to the City’s water treatment and distribution system, and wastewater collection and
treatment system.
2. The City Commission has established as part of the Integrated Water Resources Plan a policy
to encourage the conservation of water and has established various programs to reduce
water consumption both internal and external to existing buildings and to encourage more
efficient new construction.
3. The City Commission and Montana State University find that due to the unique manner in
which MSU’s water system is provided water through a ring of water meter pits surrounding
campus that are connected to the City’s water utility, and that because these meters are
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currently sized to meter MSU’s water usage and do not require enlargement to satisfy
metering capacity for new development to be connected to the campus water system, that
the exemption criteria contained in Sections 2.06.1670.G.1.a and 2.06.1680.G.1.a are met.
4. The City Commission and Montana State University find that increasing the size of the existing
meters from 6-inch diameter to 8-inch diameter to match revised City standards for water
mains would result in a significant water and wastewater impact fee despite an absence of
commensurate increase in demand for service and that such a fee without associated
documented demand is not appropriate.
5. The City Commission finds that future water and wastewater impact fee exemptions
requested by Montana State University are valid claims so long as there remain unused
demand offsets, and that future exemption requests for future Montana State University
development will be resolved under the process described in Part 2 below.
6. This agreement does not affect elements of the impact fee program not explicitly addressed
in this agreement.
PART 2 - MSU WATER AND WASTEWATER IMPACT FEE EXEMPTION FOR FUTURE
MONTANA STATE UNIVERSITY DEVELOPMENT
1. Offset Credits. Future MSU development may utilize available water and wastewater demand
offsets to exempt MSU from the payment of respective water and wastewater impact fees
for future development so long as there is a positive remaining demand offset balance.
Demand offsets are established by documented measurable reductions in water use and
associated wastewater discharges directly attributable to the implementation of water
efficiency measures conducted at MSU since 2014. Montana State University will provide to
the City sub-metering data for MSU buildings for which efficiency measures have been
completed. These data shall include the metered water use for both pre- and post- efficiency
measure completion for each building in which the efficiency measures have been
completed. Respective demand offsets will be determined per building on an annual basis by
subtracting the post-efficiency metered usage from pre-efficiency metered usage. The total
respective water and wastewater demand offsets available is the summation of demand
offsets calculated for each building in which efficiency measures have been completed.
2. Documentation. MSU will provide documentation of prior demand and the reduction in
demand created by water conservation measures to support additions to the demand offset
balance tracked by the City. Demand reduction must be demonstrated for a period of two
years prior to being added to the balance.
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3. Reconciliation. The City will evaluate the provided sub-metered data and will maintain an
accounting of the total respective demand offsets available. The accounting will be shared
with MSU upon request. The accounting will be maintained periodically, but no less
frequently than with each MSU development for which a demand offset is requested, or
when documentation for additional reduction in demand is provided by Montana State
University under this agreement. The accountings will take the general form of Table 1 and
Table 2 attached and made part of this agreement as Exhibit A. The City reserves the right to
modify the tables as necessary over time to maintain a record of the remaining demand
offsets. If insufficient offset credits are available to cover all new demand, then Montana
State University must provide a payment to the City for impact fees for the remaining demand
amount not offset. The payment must be made within 90 calendar days of the date of the
reconciliation of expected and actual demand for an amount at the inflation-adjusted cost
per gallon established in the most current water or sewer impact fee service area report in
effect at the time of the impact fee evaluation.
PART 3 – TERMINATION
Either party may terminate this agreement and return to standard impact fee processes
by providing written notice to the City Manager not less than six months prior to the date upon
which the agreement will terminate. Any buildings for which a building permit has been issued
prior to the date of notice of termination will complete development subject to the procedures
of this agreement. Any balance of credits in place prior to the date of termination may be applied
to new or existing projects until credits are depleted or otherwise required by law.
Effective Date. This Agreement continues the program initially established by City
Commission resolution 4939 and revisions shall be in full force and effect immediately upon
signature by both parties.
**** END OF AGREEMENT EXCEPT FOR SIGNATURES ****
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IN WITNESS WHEREOF, the Parties hereto have executed this Agreement the day and
year first above written or as recorded in an electronic signature.
CITY OF BOZEMAN, MONTANA MONTANA STATE UNIVERSITY
By________________________________ By__________________________________
Chuck Winn, City Manager John How, Associate Vice President
University Facilities Management
APPROVED AS TO FORM:
By_______________________________
Greg Sullivan, Bozeman City Attorney
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