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Sanitary Sewer Connection PolicMEMORANDUM TO: The Honorable Mayor and City Council Members FROM: Michael C. Van Milligen, City Manager December 13, 2001 SUBJECT: Revision to Policy Establishing Limits on Sanitary Sewer Connection Costs In December of 1994, the City Council directed staff to enforce connection to sanitary sewers for properties that are currently within 200 feet of a public sanitary sewer main. The City Council adopted several ordinances relating to the abandonment of septic tank systems. Since December of 1995, 104 properties within 200 feet of the City's existing sanitary sewer system have connected to the public system. Approximately 70 additional properties will be given notice to connect over the next four to five years. On September 16, 1996; the City Council approved the current policy, which established a cap of 15% of the assessed valuation for a property owner's financial participation for connection to the City sewer main. If the property owner's cost to connect exceeds the 15% limit, the City will waive the excess connection charge. Due to the problems that have developed since the adoption of the program in 1996, Assistant City Engineer Gus Psihoyos is recommending the following changes: Because of inconsistencies with private bids due to exclusions and additions, it is often difficult for the Engineering Division to determine the Iow bid provided by private contractors. Therefore, it is recommended that the City administer the bidding process for property owners. It is also recommended that property owners be required to meet with the Engineering Division within 46 days after receipt of the notice from the Health Services Department to connect to the public sewer. It is recommended that the policy be revised to limit the City's exposure to non- sewer costs, such as retaining walls, driveways, landscaping, etc., that need to be replaced or repaired as a result of the construction. Some properties are under-assessed and thus, for purposes of the 15% limit, it is recommended that the policy be revised to allow the Engineering Division to hire an appraiser to determine the value of the property. I concur with the recommendations and respectfully request Mayor and City Council approval. Michael C. Van Milligen MCVM/jh Attachment cc: Barry Lindahl, Corporation Counsel Cindy Steinhauser, Assistant City Manager Gus Psihoyos, Assistant City Engineer CITY OF DUBUQUE, IOWA MEMORANDUM December 11, 2001 TO: FROM: SUBJECT: Michael C. Van Milligen, City Manager Gus Psihoyos, Assistant City Engineer Revision to Policy Establishing Limits on Sanitary Sewer Connection Costs INTRODUCTION Attached is the revised City policy for maximum limits on the financial obligation of a property owner who is required to connect to the City's sanitary sewer system when the property is within 200 feet of an existing sewer. BACKGROUND In December of 1994, the City Council directed staff to enforce connection to sanitary sewers for properties that are currently within 200 feet of a public sanitary sewer main. The City Council adopted several ordinances relating to the abandonment of septic tank systems. Since December of 1995, 104 properties within 200 feet of the City's existing sanitary sewer system have connected to the public system. Approximately 70 additional properties will be given notice to connect over the next four to five years. The City, in most cases, charges a connection fee to connect to the City sewer system if the property has not previously been assessed or the property owner has not previously paid for the sewer. This connection fee allows the City to recoup the past expense of constructing the sewer line in the street. The cost of the sewer lateral to the property owner's house is also an additional expense to the property owner. DISCUSSION On September 16, 1996, the City Council approved the current policy, which established a cap of 15% of the assessed valuation for a property owner's financial participation for connection to the City sewer main. If the property owner's cost to connect exceeds the 15% limit, the City will waive the excess connection charge, if any. In any case where the costs exceed 25% of the assessed value of the property, the City Manager may determine whether to require the property owner to replace the septic system in lieu of connecting to the City sanitary sewer. The Fiscal Year 2001 expenditure was $47,210 for such connections. In addition to the 15% policy, Iow- to moderate-income homeowners are eligible under a City Housing Program for a forgivable $4,500 loan. Due to the problems that have developed since the adoption of the program in 1996, the following changes are recommended: Because of inconsistencies with private bids due to exclusions and additions, it is often difficult for the Engineering Division to determine the Iow bid provided by private contractors. Therefore, it is recommended that the City administer the bidding process for property owners. It is also recommended that property owners be required to meet with the Engineering Division within 45 days after receipt of the notice from the Health Services Department to connect to the public sewer. It is recommended that the policy be revised to limit the City's exposure to non-sewer costs such as retaining walls, driveways, landscaping, etc. that need to be replaced or repaired as a result of the construction. Some properties are under-assessed and thus for purposes of the 15% limit, it is recommended that the policy be revised to allow the Engineering Division to hire an appraiser to determine the value of the property. RECOMMENDATION The City Council is requested to concur in the recommended changes. Section 44- 14 of the Code of Ordinances of the City of Dubuque authorizes the City Manager to adopt such sewer connection standards. ACTION TO BE TAKEN The City Council is requested to concur in the recommended changes. G P/vjd cc: Michael A. Koch, Public Works Director David Harris, Housing & Community Development Mary Rose Corrigan, Public Health property, the City Manager may determine whether to require the property owner to replace the septic system in lieu of connecting to the City sanitary sewer. The Fiscal Year 2001 expenditure was $47,210 for such connections. In addition to the 15% policy, low- to moderate-income homeowners are eligible under a City Housing Program for a forgivable $4,500 loan. Due to the problems that have developed since the adoption of the program in 1996, the following changes are recommended: Because of inconsistencies with private bids due to exclusions and additions, it is often difficult for the Engineering Division to determine the Iow bid provided by private contractors. Therefore, it is recommended that the City administer the bidding process for property owners. It is also recommended that property owners be required to meet with the Engineering Division within 45 days after receipt of the notice from the Health Services Department to connect to the public sewer. It is recommended that the policy be revised to limit the City's exposure to non-sewer costs such as retaining walls, driveways, landscaping, etc. that need to be replaced or repaired as a result of the construction. Some properties are under-assessed and thus for purposes of the 15% limit, it is recommended that the policy be revised to allow the Engineering Division to hire an appraisal to determine the value of the property. RECOMMENDATION The City Council is requested to concur in the recommended changes. Section 44- 14 of the Code of Ordinances of the City of Dubuque authorizes the City Manager to adopt such sewer connection standards. ACTION TO BE TAKEN The City Council is requested to concur in the recommended changes. GP/vjd cc: Michael A. Koch, Public Works Director David Harris, Housing & Community Development Mary Rose Corrigan, Public Health Adopted: September 16, 1996 Revised: December 17, 2001 I. GENERAL II. CITY OF DUBUQUE POLICY ESTABLISHING LIMIT ON SANITARY SEWER CONNECTION COSTS Section 44-14 of the Code of Ordinances of the City of Dubuque, Iowa, requires the owner of any house, building or property used for human occupancy, employment, recreational, or other purposes, situated within the City and abutting on any street, alley, right-of-way or easement in which there is now located, or may in the future be located, within 200 feet of the property line thereof, a public sanitary sewer of the City, to connect such facilities directly to the public sanitary sewer. The City Council, as part of its sanitary sewer connection program, requires that all such properties connect to the public sewer. The purpose of this policy is to limit the cost to the property owner for such connections where the cost may be excessive due to the presence of rock, hilly terrain or other obstacles, and to limit the City's exposure for certain non-sewer costs related to the connection to the public sewer. DEFINITIONS As used in this policy, the following terms, phrases, and words have the following meanings: Connection Charge is a fee required by the City for connection of a building sewer to a public sewer for property which has not previously been assessed for sanitary sewer or which the property owner has not paid through development fees or otherwise. Cost. The cost shall include the total cost to install a sewer lateral, such as building permits, engineering, construction costs, plumbing costs, pavement restoration, seeding and grading, that are required for the complete installation of the lateral to the City of Dubuque public sewer. Lateral means the private sewer lateral from the public main to the building's internal plumbing system. Property Owner includes a contract purchaser, if there is one of record, otherwise the record holder of legal title, as shown by the records of the Dubuque County Auditor's office. III. POLICY This policy applies only to connections to public sanitary sewers constructed before October 1, 1996. A property owner who receives a notice from the Health Services Department to connect to the public sanitary sewer within 365 days must meet with City Engineering Division within 45 days after receipt of the notice to be eligible for the benefits of this policy. The City will secure bids for the complete installation of the lateral. The property owner's cost for the lateral connection will be limited to 15% of the assessed value of the property as shown by the records of the City Assessor. The Engineering Division has the option of obtaining an appraisal of the property if, in the judgment of the Engineering Division, the property is under assessed. In determining the amount of the costs subject to the 15% limit, the cost for restoration of landscape items, such as seeding, plants, shrubs, etc., cannot exceed 5% of the total project cost. It is also the responsibility of the property owner to maintain any landscape items that are restored or replaced by the contractor. Also, in determining the amount of the costs subject to the 15% limit, no amount may be included for internal plumbing or wiring necessary for connection of the private system. The City has the option of selecting the lateral alignment that is in the best interest of the City. Any major restoration items, such as driveways and retaining walls, will be repaired, not replaced. The intent of this policy is to limit the City's financial exposure for extraordinarily high and inflated sewer lateral installation costs. If the property owner's cost to connect exceeds the 15% limit, the City will waive the excess connection charge, if any. In any case where the costs exceed 25% of the assessed value of the property, the City Manager may determine whether to require the property owner to replace the septic system in lieu of connecting to the City sanitary sewer. IV. EXAMPLE The following table is used as an example for a property with an assessed value of $50,000.00. The property owner would be expected to pay up to $7,500.00 (15% of the assessed value). For every dollar in cost over $7,500.00 to the property owner, the City connection charge would be reduced by 91.00. If the total costs exceed $12,500.00, an alternative to connection to the City sewer would be considered. $50,000 ASSESSED VALUE HOME TOTAL COSTS II TOTAL AVAILABLE FUNDING I Amount of City Property City Construction Connection Owner Connection City Recommendation Cost Charge Contribution Charge Contribution (Sewer/Septic) Waived 91,600 II 94,500 ~6,100~0 II 90 I Sewer 92,500 II ~4,500 II 97,000 II 90 II 90 I Sewer 95,000 II ~,~,500 II 97,500 92,000 II 90 I Sewer 97,500 II 9,~,500 ~7,500~4-,500 II ~0 I~ Sewer ~10,000 a ~4,500 ~7,500 a ~,500 II ~ 2,500 II S~wer ~2,500 I[ ~,500 a ~7,500 I[ ~4,500 ~ 5,000 II S~we~ ~17,500 II ~,500 I[ ~7,500 II ~4,500 ~10,000 II S~w~