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HomeMy WebLinkAbout0342 - WA State Dept of Health - Agreement - Edwards Springs Drinking Water Fund Loan 97-78897-055, DRAFT DRINKING WATER STATE REVOLVING FUND LOAN AGREEMENT 97·78897-055 CITY OF MARYSVILLE PART I: ENTIRE AGREEMENT This agreement, and incorporated attachments, contains all terms and conditions agreed to by the DEPARTMENT and the BORROWER. This contract consists of ten pages and four attachments. ATTACHMENT I: SCOPE OF WORK, consists of a description of local project activities, certification of the projecfs useful life, and identification of estimated project costs and fund sources and is, by this reference, incorporated into this agreement as though set forth fully herein. In addition,ATTACHMENT II: ATTORNEY'S CERTIFICATION, ATTACHMENT III:FEDERAL AND STATE REQUIREMENTS, and ATTACHMENT IV: SMALL AND DISADVANTAGED BUSINESS UTILIZATION REQUIREMENTS are by this reference incorporated into this agreement. The DEPARTMENT and the BORROWER have executed this agreement as of the date and year last written below. DEPARTMENT OF COMMUNITY, TRADE AND ECONOMIC DEVELOPMENT Steve Wells Director. Local Government Division Title Date BORROWER Name Mayor Title November 23,1998 Date 91-6001459 Federal Taxpayer Identification Number .....".."..· .. . . . . . .· . ::*::::::::: :::::-:-.:::::::::· . . . . . . . ..........· .. . . . . . . . . Date Page 1 .-::.., ,. '"..'...'............ SRF Loan Agr~~~·.::i~·.::: Municipal SYS~':':":'." : .'/:::.:'.::,/::::':: PART II: INTRODUCTION This loan agreement is made and entered into by and between the DEPARTMENT OF COMMUNITY, TRADE AND ECONOMIC DEVELOPMENT, (or its successor) a department of the state of Washington (referred to as the "DEPARTMENT") on behalf of the PUBLIC WORKS BOARD (referred to as the "BOARD"), or its successor, and the City of Marysville (referred to as the "BORROWER"). The DEPARTMENT has received funds from the Washington State Legislature under the authority of Chapters 70.119A.170 and 43.155.050 RCW to provide financial assistance to selected borrowers for repairs or improvements of domestic water systems to meet the requirements of the Federal Safe Drinking Water Act Amendments of 1996. Acting under the authority of Chapters 70.119A.170 and 43.155.040, the BOARD has selected the BORROWER to receive a Drinking Water State Revolving Fund loan for an approved project. ~. PART III: PURPOSE The DEPARTMENT and the BORROWER have entered into this agreement to undertake a local project which furthers the goals and objectives of the Washington State Drinking Water State Revolving Fund Program. The project will be undertaken by the BORROWER and will include the activities described in ATTACHMENT I: SCOPE OF WORK, and in the Drinking Water State Revolving Fund Loan Application submitted to the BOARD by the BORROWER and upon which this agreement is based. The assisted project must be undertaken in accordance with PART IV: TERMS AND CONDITIONS and all applicable federal, state and local laws and ordinances, including but not limited to those specificallyenumerated in ATTACHMENT III. PART IV:TERMS AND CONDITIONS The parties to this agreement agree as follows: 4.01 Rate and Term of Loan The DEPARTMENT, using funds received from the Drinking Water Assistance Account, shall loan the BORROWER a sum not to exceed $556,663.50. The interest rate shall be five percent (5%) per annum on the outstanding principal balance. The term of the loan shall not exceed 20 years, with the final payment due October 1,2018. 4.02 Local Project Share The BORROWER pledges to spend on the project an amount of locally-generated revenue not less than 10% (ten percent) of the total eligible portion of the project cost not funded by federal or state grants as identified in ATTACHMENT I: SCOPE OF WORK, to be verified at the time of project close-out. Local project share must consist of expenditures related only to project activities described in ATTACHMENT I: SCOPE OF WORK. These expenditures may be made up to twelve (12) Page 2 SRF Loan Agreement Municipal Systems months prior to the loan pre-application date (October 1, 1997) and verified at the time of project close-out. 4.03 Disbursementof LoanProceeds The DEPARTMENT shall issue warrants to the BORROWER for payment of allowable expenses incurred by the BORROWER while undertaking and administering approved project activities in accordance with ATTACHMENT I: SCOPE OF WORK. The total Drinking Water State Revolving Fund Loan shall not exceed ninety percent (90%) of the eligible actual project costs. The loan funds will be disbursed to the BORROWER as follows: The disbursement of loan proceeds shall be initiated by the BORROWER on a Washington State Invoice Voucher form provided by the DEPARTMENT. All expenses must have been incurred by the BORROWER at the time of voucher submittal. Disbursement requests must be supported by bills or receipts as evidencethat costs have been incurred. A loan fee will be assessed in the following manner: 1. The first request for reimbursement shall include an amount equal to 1 1/2% of the loan amount. This amount is non-refundable. 2. The final request for reimbursement at close-out shall include an amount sufficient to bring the total loan fee assessment to 3% of the actual final loan amount. In no case shall loan funds be disbursed for construction activities until the following conditions have been met: • The BORROWER issues a Notice to Proceed which follows the formal award of a construction contract; • The BORROWER has completed the State Environmental Review Process; • The Washington State Department of Health has approved a project report for the activities described in ATTACHMENT I: SCOPEOF WORK. At the time of project completion, a Close-out report (refer to section 4.18 for Close-out Report) shall be submitted to the DEPARTMENT by the BORROWER certifying total actual project costs. The Close-out Report shall include copies of the approved closure reports from the Department of Revenue and the Department of Labor and Industries. The final Drinking Water State Revolving Fund loan disbursement shall not bring the total loan in excess of ninety percent (90%) of the eligible project costs or the total of $556,663.50 whichever is less, nor shall this disbursement occur prior to the completion of all project activities and clearance of all Close-out documents from the Depertment of Revenue and the Department of Labor and Industries. The Close-out Report shall serve as a contract AMENDMENT for determining the final loan amount and local share. Page 3 SRF Loan Agreement Municipal Systems 4.04 Time of Performance The BORROWER shall begin the activities Identifiedwithin ATTACHMENT I: SCOPE OF WORK no later than ninety (90) days after loan agreement execution, and reach project completion no later than thirty-six (36) months after the date of agreementexecution. Failure to perform within the time frame described in the preceding paragraph may constitute default of this agreement and require the immediate repayment of any loan funds disbursed. In the event of extenuating circumstances, the BORROWER may request, in Writing,that the BOARD extend the deadline for project completion. The BOARD may, by a two-thirds vote, extend the time of completion. The term of this agreement shall be for the entire term of the loan, irrespective of actual project completion, unless terminated sooner as provided herein. 4.05 Repayment The first loan repayment under this agreement is due October 1, 1999, and subsequent installments are due on October 1 of each year during the term of the loan. The first repayment under this agreement shall consist of interest only at the rate of five percent (5%) per annum, calculated on a 360-day year of twelve 30-day months, applied to funds received from the DEPARTMENT. Interest will begin to accrue from the date the DEPARTMENT issues each warrant to the BORROWER. Subsequent repayments shall consist of the principal due divided by the loan term remaining plus interest on the unpaid balance of the loan. The final payment shall be an amount sufficient to bring the loan balance to zero. The BORROWER has the right to repay the unpaid balance of the loan in full at any time, and the right to repay at a faster rate than is provided in this agreement, provided that any such payment must equal or exceed the amount normally due on an annual basis. The BORROWER will repay the loan in accordance with the preceding conditions through the use of a check, money order, or equivalent means made payableto the DEPARTMENT and sent to: Department of Community, Trade and EconomicDevelopment Administrative Services Division/Fiscal Unit 906 Columbia Street SW. P.O. Box 48300 Olympia, Washington 98504-8300 4.06 Repayment Account The BORROWER shall repay the loan solely from utility revenues,general obligation revenues, or ~Jl)1binaTIn thereof.~he name of the fund, account, or sub-accountshall be hi nil)1(() LIt:?:1"1''1 fiN WIliK--.v Page 4 SRF Loan Agreement Municipal Systems 4.07 Default in Repayment Loan repayments shall be made to the DEPARTMENT in accordance with Section 4.05 of this agreement. A payment not received within thirty (30) days of the due date shall be declared delinquent. Delinquent payments shall be assessed a daily penalty beginning on the thirty-first (31) day past the due date. The penalty will be assessed on the entire payment amount. The penalty will be twelve percent (12%) per annum calculated on a 360-day year. Upon default in the payment of any annual installment,the DEPARTMENT may declare the entire remaining balance of the loan;together with interest accrued, immediately due and payable. Failure to exercise its option with respect to any such repayment in default shall not constitute a waiver by the DEPARTMENT to exercise such option for any succeeding installment payment which may then be in default. The BORROWER shall pay the costs and reasonable legal fees incurred by the DEPARTMENT in any action undertaken to enforce its rights under this section. 4.08 Loan Security .~, The BORROWER must select one of the following options for securing repayment of the ~n. Please initial the appropriate option. 1. OR General Obligation:This loan is a general obligation of the BORRWER. 2.''/....Revenue Obligation:This option may be used only if the entire project is a doriiETsiiCWater project.. This loan is a revenue obligation of the BORROWER payable solely from the net revenue of the utility system indicated below. Payments shall be made from the net revenue of the utility after the payment of the principal and interest on any revenue bonds, notes, warrants or other obligations of the utility having a lien on that net revenue. As used here, "net revenue" means gross revenue minus expenses of maintenance and operations. The DEPARTMENT grants the BORROWER the right to issue future bonds and notes that constitute a lien and charge on net revenue superior to the lien and charge of this loan agreement. If selecting the revenue obligation,please choose and initial one of the following utility systems: Nothing in this section shall absolve the BORROWER of its obligation to make loan repayments when due, and to adjust rates, fees, or surcharges, if necessary, to meet its obligations under this agreement. Page 5 SRF Loan Agreement Municipal Systems 4.09 Recordkeeping and Access to Records The BORROWER agrees to keep such records as the DEPARTMENT may require. Such records will include information pertinent to work undertaken as part of the project, including demonstration of compliance with the terms and provisions of this agreement and all applicable federal, state and local laws and ordinances. The BORROWER agrees to retain these records for a period of three years from the date of project completion. The DEPARTMENT and duly authorized officials of the state and federal govemments shall have full access and the right to examine, copy, excerpt, or transcribe any pertinent documents, papers, records, and books of the BORROWER and of persons, firms, or organizations with which the BORROWER may contract, involvingtransactions related to this project and this agreement. 4.10 Reports The BORROWER, at such times and on such forms as the DEPARTMENT or the BOARD may require, shall furnish the DEPARTMENTwith such periodic reports as it may request pertaining to the activities undertaken pursuant to this agreement including, but not limited to, quarterly progress reports, MBElWBE status, the Close-Out Report, and any other matters covered by this agreement. Failure to file periodic reports as requested may result in termination of this agreement as per Section4.14. 4.11 Indemnification The BORROWER will defend, protect, indemnify, save, and hold harmless the DEPARTMENT, the BOARD, and the state of Washington from and against any and all claims, costs, damages, expenses, or liability for any or all injuries to persons or tangible property, arising from the acts or omissions of the BORROWER or any of its contractors or subcontractors, or any employees or agents of either in the performanceof this agreement, however caused. Inthe case of negligence of both the DEPARTMENT and the BORROWER, any damages allowed shall be levied in proportion to the percentageof negligence attributable to each party. 4.12 Amendments.Modifications,and Waivers Except for an increase in the amount of the loan governed by this agreement, the BORROWER may request an amendment of this agreement for the purpose of modifying the SCOPE OF WORK or for extending the time of performance as provided for in Section 4.04. No modification or amendment resulting in an extension of time shall take effect until a request in writing has been received and approved by the Board in accordance with Section 4.04. No amendment or modification shall take effect until approved in Writing by both the DEPARTMENT and the BORROWER and attached hereto. No conditions or provisions of this agreement may be waived unless approved by the DEPARTMENT in writing. 4.13 Disputes Except as otherwise provided in this agreement, any dispute concerning a question of fact arising under this agreement that is not disposed of by this agreement shall be decided by a panel Page 6 SRF Loan Agreement Municipal Systems consisting of a representative of the DEPARTMENT, a representative of the BORROWER, and a representative of the BOARD. The panel shall reduce its decision to writing and furnish a copy to all parties to the agreement. The decision of the panel shall be final and conclusive. This clause does not preclude the consideration of questions of law in connection with decisions provided for in the preceding paragraph provided that nothing in this agreement shall be construed as making final the decisions of any administrative official, representative, or board on a question of law. 4.14 Termination for Cause If the BORROWER fails to comply with the terms of this agreement, or fails to use the loan proceeds only for those activities identified in ATTACHMENT I: SCOPE OF WORK, the DEPARTMENT may terminate the agreement in whole or in part at any time. The DEPARTMENT shall promptly notify the BORROWER in writing of its determination to terminate, the reason for such termination, and the effective date of the termination. Upon termination of the loan agreement, the DEPARTMENT shall declare the entire remaining balance of the loan, together with any interest accrued, immediately due and payable. 4.15 Governing Law and Venue This agreement shall be construed and enforced in accordance with, and the validity and performance hereof shall be governed by, the laws of the state of Washington. Venue of any suit between the parties arising out of this agreement shall be the Superior Court of Thurston County, Washington. The prevailing party is entitled to recover costs in accordance with Washington State Law (Chapter 4.84 RCW). 4.16 Severabilitv If any provision under this agreement or its application to any person or circumstances is held invalid by any court of rightful jurisdiction, this invalidity does not affect other provisions of the agreement which can be given effect without the invalid provision. 4.17 Project Completion The DEPARTMENT will require and notify the BORROWER to initiate a Close-out Report when the activities identified in ATTACHMENT I: SCOPE OF WORK are completed. In the report, the BORROWER will provide the following information to the DEPARTMENT: 1. A description of the actual work performed, in addition to a certified statement of the actual dollar amounts spent, from all fund sources, in completing the project as described. 2. Certification that all costs associated with the project have been incurred. Costs are incurred when goods and services are received and/or contract work is performed. 3. Copies of the approved closure reports from the Department of Revenue and the Department of Labor & Industries, certifying that all sales taxes have been paid and appropriate industrial insurance and prevailing wages have been paid. Page 7 SRF Loan Agreement Municlpal Systems 4.18 Project Close-out In accordance with Section 4.03 of this agreement, the BORROWER will submit,together with the Close-out Report, a request for the final draw. This disbursement shall not occur prior to the completion of all project activities and clearance of all Close-out documents from the Department of Revenue and the Department of Labor &Industries. The BORROWER shall be responsible to ensure compliance with the Department of Revenue and the Department of Labor &Industries requirements by their contractor(s). 4.19 Audit Audits of the BORROWER'S project activities may be conducted by the Office of the State Auditor. Audits costs are eligible project costs. The BORROWER shall maintain its records and accounts so as to facilitate the DEPARTMENT'S audit requirements. The BORROWER is responsible for any audit exceptions incurred by its own organization.The DEPARTMENT reserves the right to recover from the BORROWER all disallowed costs : resulting from the audit. BORROWERS expending $300,000 or more in any fiscal year in federal funds from all sources, direct and indirect, are required to have an audit conducted in accordance with Office of Management and Budget (OMB) Revised Circular A-133 "Audits of Institutions of Higher Education and Other Non-Profit Institutions." BORROWERS expending less than $300,000 or more in any fiscal year in federal funds from all sources, indirect and direct, may have audits conducted by the Office of State Auditor (OSA) on the normal cycle used by OSA. 4.20 Project Signs If the BORROWER displays, during the period covered by this agreement, signs or markers identifying those agencies participating financially in the approved project, the sign or marker must identify the Washington State Public Works Board Drinking Water State Revolving Fund as a participant in the project. 4.21 Utilization of Minoritv and Women Business Enterprises (MWBEl The BORROWER is required to follow the steps identified in ATTACHMENT IV:SMALL AND DISADVANTAGED BUSINESS UTILIZATION REQUIREMENTS. The goals for the utilization of small and disadvantaged business are stated below: . Construction 10% MBE 6%WBE Suoolies 10% MBE 6%WBE Equipment 10% MBE 6%WBE Purchased Services 10% MBE 6%WBE Page 8 SRF Loan Agreement Municipal Systems 4.22 Small Business In Rural Areas The BORROWER is required to follow the steps identified in ATTACHMENT IV:SMALL AND DISADVANTED BUSINESS UTILIZATION REQUIREMENTS.The "Fair Share"percentage for SBRAs is 0.5% 4.23 Nondiscrimination Provision During the performance of this contract, the BORROWER shall comply with all federal and state nondiscrimination laws, including, but not limited to chapter 49.60 RCW,Washington's Law Against Discrimination,and 42 U.S.C. 12101 et seq, the Americans with Disabilities Act (ADA). In the event of the BORROWER'S noncompliance or refusal to comply with any applicable nondiscrimination law, regulation,or policy, this contract may be rescinded,canceled,or terminated in whole or in part, and the BORROWER may be declared ineligible for further contracts with the DEPARTMENT.The BORROWER shall, however, be given a reasonable time in which to cure this noncompliance.Any dispute of fact may be resolved in accordance with the Section 4.13, Disputes. 4.24 Transfer of Ownership During the term of this loan,any change in ownership of the water system(s)improved with funds received by the BORROWER under this loan agreement must be approved in writing by the BOARD.As a condition of approval,the BOARD reserves the right to demand payment in full of the outstanding principal balance of the loan PART V: SPECIAL ASSURANCES The BORROWER assures compliance with all applicable federal, state and local laws, requirements,and ordinances as they pertain to the design, implementation, and administration of the approved project.Of particular importance are the following: 5.01 Biddinq Requirements The BORROWER shall comply with the provisions of chapter 43.155.060 RCW regarding competitive bidding requirements for projects assisted in whole or in part with money from the Drinking Water State Revolving Fund program. Page 9 SRF Loan Agreement Municipal Systems 5.02 Eligible Project Costs The BORROWER assures compliance with WAC 399-30-030(3) which identifies eligible costs for projects assisted with this loan. 5.03 Prevailing Wage The BORROWER assures compliance with the prevailing wage laws of the Washington State Public Works Act, chapter 39.12 RCW. 5.04 Federal and State Requirements The BORROWER assures compliance with all applicable Federal and State requirements, inclUdingbut not limited to those listed in Attachment III. Page 10 SRF Loan Agreement Municipal Systems c DRINKING WATER STATE REVOLVING FUND ATIACHMENT I: SCOPE OF WORK LOAN NUMBER 97-78897-0501 055 Ael:l8Fil:l6 I 'tilitiQ€lflc CITY OF MARYSVILLE (Recipient) PFeSSl:lFe Upolade PffljeGt EDWARD SPRINGS RESERVOIR MODIFICATIONS,LINER AND COVER (Project Title)REPLACEMENT 1. Provide a clear description of the project to be financed in part by a Drinking Water State Revolving Fund loan. (Attach additional sheets if necessary):. Replace the liner and cover on the existing 6.1 million gallon reservoir with a new flexible liner and floating cover system using compatable materials. The liner and cover materials will be anchored to a reinforced concrete footing located along the reservoir perimeter. 2. The term of this loan will be based on an engineer's certification of the expected useful life of the improvements, as stated below, or 20 years,whichever is less. If the recipient prefers the term of its loan to be less than either 20 years or the useful life of the improvements, the preferred loan term should be indicated:20 years. May 27,1998 (360)651-5100Telephone: Date: 3. I,Robin D.Nelson,P.E.,licensed engineer, certify that the average expected useful life for the improvements described above Si9~:d:20 ,;JZ'1iJ R:IDIV\LGAICIu\SRACONTRACn5RF ATTACH1.dot i EXPIRES:t 1/1./QQ, R:IDIVlLGAICIUISRFlCONTRAcnSRF ATTACH1.dot c Scope of Work,DWSRF Loan Agreement Number 97-78897-050 Page 3 Calculating Local Percentage: Notes:1.Expansion/Growth costs are not eligible for DWSRF funding.Please exclude any expansion or growth related costs and funding before calculating the local percentage. 2.Grant funds can not be counted as local match. Calculate as follows: Total Local Revenue DWSRF Construction Loan +Total Local Revenue =Local Percentage 10% The local contribution must be at least ten percent (10%) R:IDIVILGAICIUlSRAcoNTRAcnSRF ATIACH1.dol Drinking Water State Revolving Fund ATTACHMENT II:ATTORNEY'S CERTIFICATION I am an attorney at law admitted to practice in the State of Washington and the duly appointed attorney of the C(t.j 0.(./1!Ia'11 >vi lk (the BORROWER);and I have also examined any and all documents and records which are pertinent to the loan agreement,including the application requesting this financial assistance. Based on the foregoing, it is my opinion that: 1. The BORROWER is a public body,properly constituted and operating under the laws of the State of Washington.empowered to receive and expend federal, state and local funds, to contract with the State of Washington,and to receive and expend the funds involved to accomplish the objectives set forth in their application. 2. The BORROWER is empowered to accept the Drinking Water State Revolving Fund financial assistance and to provide for repayment of the loan as set forth in the loan agreement. 3.There is currently no litigation in existence seeking to enjoin the commencement or completion of the above-described public facilities project or to enjoin the BORROWER from repaying the Drinking Water State Revolving Fund loan extended by the DEPARTMENT with respect to such project. The BORROWER is not a party to litigation which will materially affect its ability to repay such loan on the terms contained in the loan agreement. 4.Assumption of this obligation would not exceed statutory and administrative rule debt limitations applicable to the BORROWER. L2~/C.~ "'Signature of Attorney Name d-/A~A~_--,-,--,-,....:..:.-_-=-__--,-,=-=-_ Address Attachment III Federal and State Requirements 1)Environmental Authorities a) Archeological and Historic Preservation Act of 1974, Public Law 86-523 as amended b) Clean Air Act, Public Law 84-159 as amended c) Coastal Barrier Resources Act, Public Law 92-583 as amended d) Endangered Species Act, Public Law 93-205 as amended e) Environmental Justice, Executive Order 12898 f)Floodplain Management, Executive Order 11934 as amended by Executive Order 12148 g) Protection of Wetlands, Executive Order 11990 h) Farmland Protection Policy Act, Public Law 97-98 i) Fish and Wildlife Coordination Act, Public Law 85-624 as amended j)National Historic Preservation Act of 1966, Public Law 89-665 as amended k) Safe Drinking Water Act, Public Law 93-523 as amended I) Wild and Scenic rivers Act, Public Law 90-542 as amended 2)Economic and Miscellaneous Authorities a) Demonstration Cities and Metropolitan Development Act of 1996, Public Law 89- 754 as amended, Executive Order 12372 b) Procurement Prohibitions under Section 306 of the Clean air Act and Section 508 of the Clean Water Act, including Executive Order 11738,Administration of the Clean Air Act and the Federal Water Pollution Control Ac with Respect to Federal Contracts, Grants, or Loans c) Uniform Relocation and Real Property Policies Act, Public Law 91-646 as amended d) Debarment and Suspension, Executive Order 12549 3)Social Policy Authorities a) Age Discrimination Act of 1975, Public Law 94-135 b) Title VI of the Civil Rights Act of 1964, Public Law 88-352 c) Section 13 of the Federal Water Pollution Control Act Amendments of 1972, Public Law 92-500 (the Clean Water Act) d) Section 504 of the Rehabilitation Act of 1973, Public Law 93-112 (including Executive Orders 11914 and 11250) e) Equal Employment Opportunity, Executive Order 11246 f)Women's and Minority business Enterprise,Executive Orders 11625, 12138 and 12432 g) Section 129 of the Small Business Administration Reauthorization and Amendment Act of 1988, Public Law 100-590 4)State Laws a) Chapter 36.70A RCW, Growth Management Act b) Chapter 39.80 RCW, Contracts for Architectural and Engineering Services c) Chapter 39.12 RCW, Washington State Public Works Act d) Chapter 43.20 RCW, State Board of Health e) Chapter 43.70 RCW, Department of Health f)Chapter 70.116 RCW, Public Water Systems Coordination Act of 1977 g)Chapter 70.119 RCW, Public Water Supply Systems Certification and Regulation of Operations h)Chapter 70.119A RCW, Public Water Systems, Penalties &Compliances i)Chapter 246-290 WAC, Group A Public Water Systems j)Chapter 246-291 WAC, Group B Public Water Systems k)Chapter 246-292 WAC,Waterworks Operator Certification Regulations I)Chapter 246-293 WAC,Water Systems Coordination Act m)Chapter 246-294 WAC, Drinking Water Operating Permits n)Chapter 246-295 WAC, Satellite System Management Agencies 0)Chapter 173-160 WAC,Minimum Standards for Construction &Maintenance of Wells p) Title 173 WAC,Department of Ecology Rules q) Title 40 Part 141 Code of Federal Regulations, Federal National Primary Drinking Water Regulations (Section Adopted by Reference) · I ATTACHMENT IV SMALL AND DISADVANTAGED BUSINESS UTILIZATION REQUIREMENTS Affirmative steps shall include: 1. Placing qualified small and minority businesses and women's business enterprises on solicitation lists; 2. Assuring that small and minority businesses, and women's business enterprises are solicited whenever they are potential sources; 3. Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority business, and women's business enterprises; 4. Establishing delivery schedules, where the requirement permits, which encourage participation by small and minority business,and women's business enterprises; 5. Using the services and assistance of the Small Business Administration, and the Minority Business DevelopmentAgency of the Departmentof Commerce; and 6. Requiring the prime contractor, if subcontracts are to be let, to take the 5 affirmative steps listed above. APPENDIXB WASHINGTON STATE DRINKING WATER STATE REVOLVING FUND LOAN PRE-APPLICATION FORM A separate application form must be submitted for each project.If you submit applications for more than one project,make sure you use different project titles for each.Please submit an Original plus 4 Copies for each application.Applications must be submitted on or before October 1,1997.The pre-application will be considered submitted if it is hand-delivered by 5:00 PM on October 1,1997,or postmarked by October 1,1997,and mailed, at a minimum,first class.FAXED applications will not be accepted.Pre-Applications postmarked or hand-delivered after this deadline will not be eligible. Washington State Departmentof Health Drinking Water Division DWSRF Program PO Box 47822 Olympia,Washington 98504-7822 Phone:(360)664-9697 SECTION1:APPLICANT/SYSTEM BACKGROUND INFORMATION Applicant: City of Marysville Address: 80 Columbia Avenue Marysville WA 98270 Phone Number:(360) 651-5100 Fax Number:(360) 651-5099 eMailAddress: Contact Person:Larry Larson Public Works Superintendent Address: 80 Columbia Avenue Marysville WA 98270 Phone Number:(360) 651-5100 Fax Number:(360) 651-5099 eMailAddress: Project Title:Edward Springs Reservoir Modifications,Liner and Cover Replacement Water System Name:City of Marysville PublicWater System Identification Number:51900C Water Systemis Located in: County (Name):Snohomish FederalCongressionalDistrict (Number):~ State Legislative District (Number):38 &39 Type of System:X Community Transient Noncommunity __NontransientNoncommuntity 25 Type of Ownership:_X_Public Private For Profit __Private Nonprofit Population Served by System:--l3i!li6!.:,4!.J7~2:.J(.!.192:9~2:l)_ Number of Service Connections on System:_1~O!!lI.!!88!:!;90!..l..(1!,;:9~9~2:L.)_ __1%to__50%to 99%100% __0% Percent of Services which are Metered:X 49% Do all of your sources have a source meter?Yes X No SECTION 2:PROJECT INFORMATION June 1998Estimateddate when construction will begin:_--,!,!:!!,~!..!!;i~_ Project Purpose and Proposed Solution(s)(Check All That Apply/See Project Ranking Score Sheet for Details): X Proposed project will eliminate Microbial Risk by: __New Source __Source Reconstruction __Disinfection Improvements __Filtration X Reservoir Covering Proposed project will eliminate Acute Primary Chemical Risk by: __New Source __Source Reconstruction __Treatment __Proposed project will eliminate Chronic Primary Chemical Risk by: __New Source __Treatment __Proposed project will eliminate Risk associated with Low Pressure by: __Replacement Source __Other Distribution Project __Proposed project will eliminate Secondary Chemical/Sea Water Intrusion Risk by: __New Source __Treatment __Proposed project will provide Infrastructure Replacement or Conservation by: __Installation of Meters __Replacement of Infrastructure __Installation of Pressure-Reduction Device(s) 26 Other Project Benefits Information (Check All That Apply): __Project will bring system into compliance will all DOH compliance orders _~Project will bring system into compliance with some but not all DOH compliance orders. __Project involves restructuring or has regional benefit __Project involves merging of systems (Specify number of systems) _ __Project involves metering of all unmetered services __Projects involes metering of all unmetered sources. Affordability: __Applicant chooses to not supply Affordability information and,therefore chooses to not apply for bonus points associated with Affordability. X Applicant is supplying Affordability information for consideration of receiving Affordability bonus points, as follows: 388.00·"Average annual residential water rate =$_-'===--__per year per ERU· ·See Appendix D for information on calculating this rate. ···See attached Comprehensive Water Plan, Pg. 91 Median household income for calculation to be based on (check one): __HUD Information (DOH will use Income Limits Tables) __Census Tract information as follows: Census Tract Number _ Median household income =$,per year X Surveyor other information source as follows: Source of lnformation'":Comprehensive Plan, Pg 6-6 (attached)April 1 1996 City of Marysville Planning Department Median household income =$_26,107 per year "Include copy of data from surveyor other information source. 27 SECTION 3: PLANNING INFORMATION System has a current DOH-approved water system plan or small water system management program?:X Yes No If system has a current DOH-approved water system management plan or small water system management program,is the proposed project identified in the capital facilities element of that document and is the financing for that project covered in the financial element of that document?:X Yes No Project will include development of a new or amendment of an existing water system plan or small water system management program:Yes X No SECTION 4:PROJECT COSTS AND PROPOSED FUNDING SOURCES Estimated Project Costs: Construction $400,000 Engineering $130,000 WSP/SWSMP $0 Other (Contingency)+$53,000 Subtotal =$583,000 Loan Fee (3%of Subtotal)+$17,500 Total Project Cost =$600,500 Source of Information Used to Estimate Project Costs: X Capital Improvement Plan __Final Engineer's Estimate __Previous Comparable Construction __Facilities Plan __Financial Assistance Form __Other __No Documentation Available Proposed Project Funding: State Revolving Fund Applicant Matching Funds Other Funds (List Sources) $540,450 $60,050 $0 ________+$0 Total Project Funding 28 =$600,500 SECTION 5:NARRATIVE DESCRIPTIONS Provide a brief narrativedescriptionof funding strategy: The City of MarysvillEl·intends to pay back the revolving fund loan using revenues generated from water user rates.Water user rates are the principal source of revenue for the Marysville water system. A rate structure with a bimonthly allowance based on meter size and an average charge for water use in excess of the allowance was established by Ordinance No. 2109 in 1996. The City's matching funds will come from utility revenues generated from water user rates. Provide a brief narrativedescriptionof the system's problems,the project, and how the project will resolvethe system's problems: Background:Edward Springs Reservoir is a below grade earthen berm reservoir constructed in the 1930's. The reservoir was initially lined and covered with a potable PVC system in the mid 1970's with the cover and liner held in place by an earthen trench/berm configuration.The cover has since been replaced with a floating hypalon cover which is approximately 13 years old. Problem:The potable PVC liner and hypalon cover are not compatible materials.The hypalon leeches the plastizers out of PVC causing the PVC to become brittle and crack. The PVC liner is showing signs of cracking above the high water level near where the hypalon and PVC are connected at the trench/berm configuration.Replacement of the incompatible materials is required before the liner completely fails.The existing anchorage system for the cover and liner does not provide a completely sealed system thereby providing the potential of infiltration at the reservoir.The existing cover tensioning sysem is inadequate,allowing the cover to undulate,creating numerous areas of stagnant water and organic debris buildup on the surface of the cover leading to potential contamination of reservoir contents.An under water inspection conducted in 1996 found seam separation in several areas of the liner and numerous cuts and holes in the cover.Temporary repairs have been made. Proiect:Modifications to the Edward Springs Reservoir will include complete replacement of the existing cover and liner using compatible materials and construction of a reinforced concrete footing/stem wall around the perimeter of the reservoir as well as a functional cover tensioning system. The cover and liner would be fastened to the elevated stem wall by metal strapping eliminating the potential of infiltration and possible water contamination.This arrangement of cover and liner is similar to other installations within the state and meets with DOH approval for providing a sealed reservoir system. The floating cover would be free draining and accessible for cleaning. Benefits:The complete replacement of the liner and cover and installation of a new footing/stem wall will correct the potential contamination and leakage problem at the existing reservoir and eliminate further microbial risk. 29 SECTION 6:PRE-APPLICATION CERTIFICATION I hereby certify that that the information provided in this application is true and correct, to the best of my belief and knowledge, and it is understood that the state may verify information, and that untruthful ormisleading information may be cause for rejection of this application or termination of any subsequent loan agreement. I further certify that I have the authority to submit this loan pre-application on behalf of the owner(s) of this water system.. Signed •f)q;J.Uk d4 Title~M~a~y~o~r'I"'l""'--r..".-------- Name Dave Weiser Date __....J1u l...a....9.....1.....9....."]-'------ (printed) 30 CITY OF MARYSVILLE·COMPREHENSIVE PLAN C/Jpr-;I 1,1 '797) TABLE 6·3 ESTIMATED NUMBER OF HOUSEHOLDS BY INCOME CLASSIFlCATION(%ofCountyMedlanlncomej AREA EXTREMRY LOW VERY lOW LOW INCOME *TOTAL lOW MODERATE MEDIAN INCOME'INCOME t INCOME"INCOME §$35,000 INCOME $0-$9,999 $10-$14,999 $0-$24,999 $25-34,999 and SIlo.Co.14,084 8%10692 6%51,080 30%29,022 17%91,759 Chy of 732 17%1,547 '*Marysvm 529.01 529.02 528.02 11% 528.03 13% 528.04 4 %181 11% 527.01 O"/.~ 527.02 4%137 11% 527.03 •Extremely.Low Income:30%,orless than $11,054 t VeryLowIncome:3l-50%,orbetween$l1,054and$18,423*Low Income:51·80%,or between $18,423 and $29,478. • • TotalLow Income:0-80%,orless than $24,999. §Moderate Income:80-95%,or between $29,478 and $35,005 • ..Greater than County % Source:US Census, 1989. (Note: The Census information does nol exactly correspond to the median income olasses.) In theCounty21.5%of all households areboth below95%of median incomeandare paying more than30%forhousingandrelatedcosts.S In the City of Marysville,65%of its households areLow andModerateIncome,thatis below95%of CountyMedianIncome. Forthe Cityof Marysville,figures are unavailable forthe percentageofpersonsearninglessthan 95%of CountyMedian Household Incomeandwhoare spendingmore than 30% oftheirincomeon housing costs. Table6-3showsthatbyincome classification, 48% ofthe households in theCity of Marysville areLowIncome,thatis below80%of County Median Income.Households earninglessthan 80%of County median incomeusuallyhavemore difficulty affording and sustaining housing and maylivein housing whichis inpoor condition or overcrowded.Thesurroundingarea,Census Tracts527and528,haveonly22% of their households earninglessthan 80%of median income. In SnohomishCounty,30%of the households haveLowIncome,and47%arelowor moderate incomes. The question related to projections of future housing affordability is whetherjob growthis going to contribute to higherincomeand improved housing affordability orlowerincomesand deteriorating housing affordability.Anotherkey variable relatedtotheability to affordhousingis whethera household hasoneortwoworkers. 2.HOUSING COSTS Thecounty's median incomeis$36,847. The standard is that households shouldpaynomore than30%oftheir monthly incomeforhousing costs (including utilities forrentalunits,insurance andtaxesfor ownership).Table6-4showsfor the income groups previously described whatrentor homecostscanbe afforded basedonthe30% target Tables6-5and6-6showthepercentagesof homevaluesorrentsinthe Marysville area. 5 Executive Summary ofFairShare Housing allocation Methodology and Guidelines,Snohomish County Tomorrow,January 26,1994. Housing 6-6 *mediQ....h<>vseJ..cld li-tc:.o ....e. -{;:v C.i~~maM;j~vi/Je- Additional Monitoring: Reguirement Probability Phose 2/5 SOC 5% Phose 2/510C 10% Radionuclides 30% Dis.By-Products 10% Total Additional Cost Cost $2.83 2.02 1.47 2.16 Probability x Cost $0.14 0.20 0.44 0.22 $1.00 Total Annual Cost per Connection $2.28 Adjusted for 1992-1996 Inflation $2.56 These additional monitoring costs for Marysville are token into account in the funding projections. Projected Revenue Requirements Table 7-2 and the service population projections of Chapter 4 can be combined to develop revenue projections for the first sixyears of the planning period.Assumptions used to project revenue are as tollows. • • • • Assume that the water operations will continue to contribute approximately 70 percent of the utility fund revenues and account tor the some percentage of expenses. Assume that annual water operating revenues will be~er connection annually. based on the overage of the years 1987 through 1992 ~ercent annual inflation. Assume that a minimum debt service coverage of 2.0 will be required. Assume that annual water operating and non-operating expenses will be $291 per connection for a net revenue of $97 per connection. These assumptions ore applied to the Chapter 4 data and presented in Table 7-4. it is evident from Table 7-3 that financing and/or a revised rate structure will be required to meet the proposed improvements for the firstsixyears of the plan.Several financing options ore available and are discussedin the following section. -91 -