HomeMy WebLinkAboutCarmel/CTRW/Sewage Rev BondMUNICIPAL-WASTEWATER'SERVICE-AGREEMENT
BETWEEN-THE~ClTY-OF'CARMEL
AND-THE'CLAY TOWNSHIP
REGIONAL-WASTE-DISTRICT
THIS AGREEMENT, made and entered into this ay of June,
1983, by and between the City of Carmel, a municipal
corporation in Hamilton County, Indiana,. by. and through its
Board of Public Works (hereinafter~"referred to as "CARMEL")
and the Clay Township Regional Waste District, a sewer
district in Hamilton Cdunty, In'd~'ana, by and through its
Board of Trustees (hereinafter referred to as "DISTRICT")
WITNESSETH THAT:
WHEREAS, the District does not have adequate means of
disposing of its wastewater, liquid wastes and sanitary
sewage from the District, and
WHEREAS, Carmel has a sewage treatment and disposal facility
and is making improvements and additions to said facility which
will have a capacity in excess of that required to process its
own wastewater, liquid wastes and sewage, and is willing to
accept wastewater, liquid wastes and sewage from the District
and proces~ and dispose of the same, and
WHEREAS, the District desires to construct and connect the
sewer system of the District to the sewage treatment and
disposal facilities of the City of Carmel and will transport
wastewater, liquid wastes and sewage generated with the
jurisdiction of the District to the City plant to be treated
the City.
by
NOW, THEREFORE, it is hereby agreed by and between the parties
hereto that Carmel will accept from the District the
wastewater, liquid wastes and sewage of the District and will
treat and dispose of the same in a proper manner at its sewage
treatment plant subject to the following covenants and
conditions.
1. The District agrees to extend its sewer to connect
into Carmel's sewage treatment and disposal plant at a point
which is mutually agreeable to the parties.
2. Carmel agrees to accept, treat and process in a proper
manner all wastewater, liquid wastes and sewage transported
from the District'to the Carmel plant by means of such sewer
subject to the conditions hereinafter set forth in this
agreement.
3. The District agrees to furnish and install at
its own
expense at the treatment plant, the necessary metering and
sampling equipment and all appurtenant devices for properly
measuring and sampling the quantity and quality of wastewater
delivered to Carmel. Calibration of such metering equipment
shall be performed not less than once every twelve (12) months
or by request of either party. A meter registering not more
than five percent (5%) above or below the test result at full
scale shall be deemed to be accurate. The previous readings of
any meter disclosed by test to be inaccurate shall be corrected
for the two (2) months previous to such test in accordance K~th
the percentage of inaccuracy found by such tests. If any meter
fails to register for any period, the amount of wastewater
treated during such period shall be deemed to be the amount of
wastewater treated in the corresponding period immediately
prior to the failure.
4. The duly authorized representatives of both the
District and Carmel shall have rights of access during business
hours to inspect and observe the operation of the meters
-3-
provided for in the preceding paragraph hereof. The expense of
operating and maintaining such meters shall be paid by the
District and any records or charts from such meter or meters
shall be kept by Carmel and shall be subject to examination by
the District.
5. The District agrees
to construct and maintain a sewage
and
collection system, including sewers and regulating stations
other structures, as may be required to deliver the flow of
wastewater, liquid, wastes and sewage from the District to
Carmel. The District agrees to use all necessary precautions
and diligence to exclude from wastewater, liquid wastes and
sewage transported to Carmel, sand, gravel, street waste,
grits, leaves, rages, paper, pickling liquor, cyanide, coal
tar, oil, grease, acids,, dry cleaning fluids, and any other
foreign material and industrial wastes which are objectionable,
dangerous and inhibitive to bacterial growth or which for other
reasons cannot readily be treated in the sewage treatment plant
of Carmel or may be injurious thereto or are prohibited by the
Sewer Use Ordinances of Carmel, which may be amended from time
to time. Upon discovery that unacceptable substances or
materials as defined by the Sewer Use Ordinance of the City of
Carmel, Indiana, of 1981, as amended from time to time, or
waste or materials deemed unacceptable pursuant to rules and
regulations duly promulgated by the U.S. Environmental
Protection Agency or the Indiana Stream Pollution Control
-4-
Board, are being discharged by District to Carmel,
shall be notified and the District shall forthwith
appropriate steps to insure that such unacceptable
the District
take
materials
are excluded from future discharges to Carmel. The District
~hall be liable for any additional costs at the wastewater
Board, are being discharged by District to Carmel, the District
shall be notified and the District shall forthwith take
appropriate steps to insure that such unacceptable materials
are excluded from future discharges to Carmel. The District
shall be liable for any additional costs at the wastewater
treatment plant in connection with such unacceptable materials
delivered from the District, including any fines as may be
levied by the State of Indiana or E.P.A., for noncompliance
-with Carmel's NPDES permit. Upon discovery that any
unacceptable substances or materials are being discharged as
set forth above:
(A) Carmel shall immediately notify the District of such
unacceptable sewage or materials, including the location,
time or times, the nature of such unacceptable sewage or
waste, and such other information as may be available.
(B) Upon verbal notification and confirmation thereof in
writing and the District's ability to identify the user
responsible for the delivery of such unacceptable
wastewater, liquid wastes and sewage, the District shall
notify that user to immediately cease delivery of such
materials and/or waste within twenty-four (24) hours.
-5-
(C) Carmel shall, in the event the District is unable to
identify the location, time and source of such
unacceptable sewage, cooperate with the District in
locating such source. The District will use its best
efforts to correct or cut off the user delivering
unacceptable wastewater, liquid wastes and sewage to
parties' sewer system.
the
(D) In the event that the user delivering such
unacceptable sewage or materials through the District's
Interconnection Points to Carmel sewer system, cannot be
ascertained after diligent inquiry by the District and
Carmel, then the District and Carmel shall give notice
immediately to the Technical SecretarY of the Indiana
Stream Pollution Control Board, and request that an
emergency investigation to be instigated forthwith in
regard to the matter. Said emergency investigation shall
determine the severity of the damage to Carmel's
collection.and treatment facilities resulting from the
discharge of such unacceptable sewage or materials. After
such emergency investigation, the Technical Secretary of
the Indiana Stream Pollution Control Board may issue an
order mandating the District to cease delivering of such
unacceptable sewage.
-6-
(E) Subject to the order by the Technical Secretary, in
the event the District does not comply with said order,
then Carmel shall have the right to cease receiving sewage
from the District at the violating interconnection point,
and may disconnect at the District's expense, or take
other appropriate action consistent with the order of the
Technical Secretary to the Indiana Stream Pollution
Control Board until the cause for such action is remedied
to the satisfaction of Carmel, U.S. Environmental
Protection Agency and Indiana Stream Pollution Control
Board. Provided, however, that the right to cease
servicing the entire system of the District, as in this
paragraph set forth, shall be only for the delivering of
unacceptable sewage or waste materials, as provided
herein.
6. The District agrees to adopt a sewer use and rate
ordinance
ordinance
ordinance
7.
as required by PL 92-500, as amended, and said
shall be compatible with the Carmel sewage use
as required by PL 92-500, as amended.
The District has or will enact an ordinance which
prohibits the introduction of
inflow into its sewage system
prohibition.
surface water and ground water
and will otherwise enforce such
8. Carmel agrees to report to the District once each
month, before the 15th day of each month, the volume and
characteristics of the discharge of sewage into the Carmel
-7-
system during the preceding calendar month. The
characteristics measured or otherwise identified and reported
shall include, but not be limited to volume and any waste
constituents identified in Carmel's rate ordinance and/or sewer
use ordinance. Sampling and analysis of the District's
wastewater, liquid wastes and sewage shall be conducted in a
comprehensive way and in accordance with acceptable engineering
practice so as to reflect an accurate profile of the sewage to
form the basis for fair and equitable variable charges.
9. The District reserves the right to verify the reports
submitted by Carmel and may conduct such verifications, in
accordance with acceptable engineering standards and shall have
rights of ingress and egress onto the premises of Carmel as
necessary and required to examine and verify documents and
records subject of such report.
10. Carmel agrees to furnish and install at its own
expense at the treatment plant, the necessary metering and
sampling equipment and all appurtenant devices for properly
measuring and sampling the quantity and quality of wastewater
delivered to the Carmel South Waste Water Treatment Plant.
Calibration of such metering equipment shall be performed not
less than once every twelve (12) months or by request of either
party. A meter registering not more than five percent (5%)
above or below the test result at full scale shall be deemed to
be accurate. The previous readings of any meter disclosed by
test to be inaccurate shall be corrected for the
-8-
two (2) months previous to such test in accordance with the
percentage of inaccuracy found by such tests. If any meter
fails to register for any period, the amount of wastewater
treated during such period shall be deemed to be the amount of
wastewater treated in the corresponding period immediately
prior to the failure.
11. In the event the equipment (meter or sampler) should
for any reason fail to provide Carmel with required reports and
data as provided for hereinabove, Carmel shall make an estimate
of the charges due from the District based upon prior flows and
loadings and bill the District therefor as provided in this~
Agreement. If the correct actual charges due should be later
determined, Carmel shall make appropriate' adjustments in the
next billing to the District.
12. The District agrees to pay to Carmel for the
treatment of wastewater, liquid wastes and sewage from the
District an amount or amounts to be determined as follows:
(a) Qperation'&-Maintenance"Costs'Payment-&'RePlacement-
¢osts-on-Equfpment
Payment shall commence on ~he
wastewater for treatment from
agreeable date with said date
date Carmel first accepts
the District or any mutually
to be endorsed by Addenda to
this agreement and signed by both parties. The District
shall pay to Carmel for the treatment of wastewater,
liquid wastes and sewage from the District an amount as
determined on Exhibit "A" hereof, "Calculation of
-9-
Wholesale Rate for Operation and Maintaining Costs and for
Replacement Cost on Equipment" to be completed and
computed prior to connection. This rate shall be reviewed
at the election of either party hereto upon written notice
and request to the other, not more than annually nor less
than every two years and shall be adjusted according to
conditions and circumstances existing at the time of any
such adjustment. At the time such adjustment or review,
the City of Carmel shall provide to the District a
verified statement detailing the calculation of the rate
based on the previous calendar years operation and
maintenance expense recorded by the City of Carmel. That
the rate so determined shall be accepted by the District
and shall be paid by said District to the City of Carmel
until modified again, as herein provided; provided,
however, at each said time the District shall have the
opportunity to examine the books and records of the City
of Carmel pertaining to the costs which determine said
figure. That, if the District at such time and after such
inspection does not agree with the figures of the City of
Carmel, it may submit any difference to a court of
competent jurisdiction or arbitration as set out in
paragraph 17 of this agreement.
-10-
The monthly charge for operation, maintenance and
replacement shall be determined by multiplying the
of gallons of sewage accepted from the District as
by said meter times the rate calculated.
number
shown
The City of Carmel shall, once each month, following the
submission of the reports and data as heretofore provided
in this agreement, invoice the District for such
operatign, maintenance and replacement cost charges and
such amount shall be due from the District to Carmel on
the 30th day following the receipt of such invoice by the
District. In the event that the District should fail to
make payment to Carmel of the amount of such invoice
within the time so limited, the District shall be liable
,for and shall pay to Carmel, as a penalty for delinquency
in such payment, the samepercentage of such invoice, that
the sewage rate ordinance and schedule of Carmel imposes
upon all other users of Carmel's sewage disposal
facilities for similar delinquencies in payment.
(b) Capital-Costs. The District agrees
a portion of the past local cost incurred
construction of its wastewater treeatment
to pay Carmel for
by Carmel in the
facility.
Calculation of the amount to be paid by
Carmel shall be made in accordance with
contained in Exhibits "B" and "C" which
the District to
the provisions
exhibits are
attached hereto, made a part hereof, and entitled
respectively, "Computation of Capital Costs--Carmel
Present Project" and "Calculation of Capital Costs--Carmel
Original Plant". The term "Carmel Present Project" shall
include expansion of the Carmel South Waste Water
Treatment Plant from 3.0 M.G.D. to the capacity determined
by the final Facility Plan. The District shall pay said
capital costs in lump sum at the time of connection,
provided that it can obtain reasonable financing, by the
sale of revenue bonds, to provide the funds for such
payment. The term "reasonable financing" shall mean the
sale of revenue bonds at an interest rate not in excess of
five-tenths percent (0.5%) over the maximum Fm. H.A. rate
in effect at the time. In the event the District is
unable to obtain such reasonable financing, it may connect
to the Carmel sewer system and pay its share of the
capital costs in advance in monthly amounts payable on the
due date of each monthly billing rendered by Carmel to the
District for treatment serv£ces. The monthly capital cost
payment shall also include interest at the net effective
rate of the outstanding bonds which Carmel issues for the
local costs of its expanded treatment plant and pumping
station.
-12-
Unless the District elects a shorter period of payment,
the monthly payments shall continue until such bonds are
finally paid.
If the District's sewage works facilities will not be
completed in time for it to have rates in effect that will
enable it to commence the above monthly payments to
Carmel, then Carmel may increase its bond issue by an
amount reasonably estimated to be sufficient to pay the
interest on the District's portion of the expansion
project until such time as the District finishes the
construction of its own facilities and begins generating
revenue from its rates. Such additional amount will be
added to the District's share of the capital costs of the
expanded plant, the intent being to prevent other users of
the Carmel plant from having to pay higher rates to
service the District's portion of the bond issue.
-13-
(c) It is agreed that at the commencement of this
Agreement, 2.05 M.G.D. of the 10.63 M.G.D. capacity of
Carmel's sewage treatment facility is reserved to the Clay
Township Regional Waste District (District). To utilize
this 19.29 percent of such capacity the District is
entitled to transport 748.25 million gallons of
wastewater, liquid wastes and sewage to Carmel each year
at a peak rate of flow not to exceed the following rates:
4.10 M.G.D.
3.08 M.G.D.
2.56 M.G.D.
2.36 M.G.D.
in any 3-hour
in any day
in any week
in any month
period
In the event the District shall transport wastewater,
liquid wastes and sewage to the Carmel plant in excess of
these flows and thereby use in excess of their 2.05 M.G.D.
of capacity before such plant is increased in capacity,
and in the event the Carmel plant has capacity sufficient
to accept such increaed amount of sewage, then the
District agrees to pay to Carmel a surcharge appropriate
to the additional plant capacity used by the District on
account of this increased amount of sewage. This
surcharge shall not be imposed on the two wettest months
provided that the flow delivered by the District does not
exceed 120 percent of the allowable flow as set forth in
-14-
the above table. Similarly, this surcharge shall not be
imposed on the weekly, daily, or hourly limitations unless
such flows exceed the allowable flows more than twice each
calendar month. All daily, weekly, and monthly flows
shall be on a common time period based on the regular
meter reading schedule as performed by the Carmel
wastewater treatment plant personnel. Alternatively, any
party to the regionalization agreement may negotiate the
purchase of additional plant capacity, temporarily or
permanently, from any other party possessing available
plant capacity pursuant to this Agreement. Any such sale
or purchase may be consumated after Carmel is given ninety
(90) days written notice of such~sale or purchase;
provided, however, in the event the District desires to
sell capacity under the terms of this agreement, then such
sale must have the prior approval of Carmel. Additional
plant capacity surcharge shall be as shown on Exhibit D
plus prior years capital cost from the inception of this
Agreement for said increased capacity if used continuously
for more than six months. In the event the District
requires additional capacity and cannot acquire such
capacity from another party, the District shall at its own
expense fund the expansion of the Carmel treatment
facility as designed and constructed by Carmel, for
modular expansion of the treatment facilities. Prior to
the commencement of a year in which it would appear that
the District might transport to Carmel for treatment
wastewater, liquid wastes and sewage in excess of 2.05
M.G.D., and in any event prior to the District
transporting a maximum annual flow in excess of 748.25~
million gallons per year, the District and Carmel shall
reach agreement as to the amount of such surcharge and the
terms and conditions of its payment. Both parties
understand and agree that the payments called for by
paragraphs 12a and 12b of this Agreement are intended to
compensate and reimburse Carmel for services rendered in
the treatment and disposal of wastewater, liquid wastes
and sewage from the District. Except for a reservation of
capacity of the sewage disposal plant for the benefit of
the District as heretofore set forth herein, such payments
shall in no wise entitle the District to any possessory
nor proprietary rights in the sewage treatment and
disposal facility of Carmel. Carmel reserves the right to
operate and maintain such ~facility and shall have sole
discretion as to the methods of operation and the
necessity for and nature and extent of improvements
thereto.
-16-
(d) This Agreement contemplates further expansion of the
existing Carmel South Wastewater Treatment Plant to
provide treatment for the District, Carmel and such other
parties contracting with Carmel for capacity. For
purposes of this Agreement, the total capacity of the
expanded Carmel Plant shall be 10.63 M.G.D. or such other
capacity as may be determined by the final regional
facilities plan as approved by the Environmental
The capacity shall be allocated as
Protection Agency.
follows:
M~G~D~
Percentage Allocation
8.58 80.71
2.05 19.29
to the following terms and conditions,
Carmel and other
wholesale users
Clay
Subject, however,
to-wit:
(1) It is specifically understood and agreed that the
capacity allocated to Carmel herein includes that capacity
which has heretofore been allocated to the entity known as
Hamilton Western Utilities, Inc. and the Town of
Westfield, under a former regional agreement.
(2) In the event total capacity of the Carmel Plant, as
determined by the regional facilities plan, differs from
10.63 M.G.D., and in the further event that grant awards
are obtained by Carmel for the construction of the
-17-
In
limited to 8.5 M.G.D. for purposes of mutual cost
as herein provided, and the capacity allocated to
the parties shall be as follows:
the case of Carmel,
the case of Westfield,
expansion at present funding levels (i.e., seventy-five
percent (75%) federal, ten percent (10%) state), then the
percentage allocations as set out above shall be adjusted
to reflect the percentage of capacity for each party as
determined by the regional facilities plan.
(3) In the event that construction grant awards at
present funding levels are not obtained by Carmel for
purposes of expanding the regional plant in accordance
with the final regional facilities plan, the parties
hereto agree that the expansion of the plant shall be
sharing
In the case of Clay,
on Carmel's
each of
not less than 5.95 M.G.D.
not less than 1.3 M.G.D. (which
includes capacity allocated to
Hamilton Western Utilities, Inc.,
under the regional agreement.)
not less than 1.25 MoG.D., and
the parties percentage allocation shall be redetermined
based on a plant capacity of 8.5 M.G.D.
(4) The District hereby affirms and approves Carmel's
interim expansion of the plant to 6 M.G.D. capacity and
acknowledges that such interim expansion is based solely
short term wastewater treatment needs as
-18-
reflected in its "segmented" facilities plan heretofore
approved by reviewing authorities under the construction grant
rules for construction of treatment works. Until such time as
the final expansion of
Plant can be completed,
utilize its percentage
the Carmel South Wastewater Treatment
the District shall be entitled to
allocation of capacity on an interim
basis, provided, however, that it must have its construction
financing substantially completed prior to October 1, 1985, and
have entered into construction contracts
1985.
(5) The District agrees that if it connects
(north-south interceptor) treatment facilities and
prior to October 1,
to the Carmel
utilizes its
capacity on an interim basis, as hereinabove set forth, then it
shall be obligated to participate with Carmel in the final
expansion of the plant on the basis of the percentage of
capacity as allocated to it herein.
13. In the event wastewater, liquid wastes and sewage is
received by Carmel from the District in excess of domestic
loadings, BOD and suspended solids now established, then the
District shall pay to Carmel the rate per pound therefor as
established in the Carmel rate ordinance. In the event of
future changes in the cost of treatment of suspended solids and
BOD based upon the studies in conformity with EPA requirements,
then the District shall be subject to any such increased or
decreased charges for such excessive pollutants. In the event
-19-
that future charges are made for other pollutants received by
Carmel and such charges are uniformly applied throughout the
region served by Carmel, then the District shall be subject to
such charges.
14. The District acknowledges that Carmel has obtained certain
Federal grants and that the provisions of PL 92-500 apply to
the users within the jurisdiction of the District. The
District agrees to cooperate with Carmel to the fullest extent
so that the provisions of PL-500 as amended will be adhered to
and complied with.
15. The District agrees to comply with all applicable
provisions of the Federal Water Pollution Control Act, as
amended by PL 95-217 and PL 97-117 and regulations promulgated
thereunder, including 40 CFR Parts 35 and 403, and Indiana
statutes relating to pollution abatement. Further, the
District will implement any requirements of the U.S.
Environmental Protection Agency with respect to conditions and
limitations of grants sought by Carmel that are applicable to
the District and being.within the jurisdiction of Carmel.
16. The parties agree that in the event any provision of this
agreement is declared unacceptable or unenforceable by any
agency exercising its appropriate authority, the remainder of
the agreement shall remain in full force and effect and the
failing provision(s) shall be amended by good faith
negotiations between the parties to cure any such defect.
-20-
17.
Resolution-of. Disagreements
A. The parties recognize that this Agreement puts into
operation a user charge system and pollutant volume and
loading restrictions, the application and results of which
can be determined only by experience. The parties hereby
agree that if either party believes the effect of this
Agreement in any way is inequitable or unfair'to its
citizens, such party may by ~hirty (30) days written
notice, request re3negotiation of any part of this
Agreement and the other party will in good faith
participate in such negotiations.
If the parties are unable to solve their problems by
negotiations, each party shall within thirty (30) days
after said negotiations fail, name an independent
engineer, accountant, or other person not connected with
either party, who has knowledge in the disputed areas.
The' two named arbitrators shall name a third person to
serve and the three arbitrators shall determine the
unresolved issues between the parties. The judgment or
findings of a majority of the arbitrators shall be binding
upon the parties and a final determination of all
unresolved isssues.
-21-
During
the District shall continue to meet
obligations to Carmel in accordance
of this Agreement, and Carmel shall
and treat the District's sewage.
this period of re-negotiation and/or arbitration,
its financial
with the provisions
continue to accept
The expense of such arbitration shall be borne jointly
· and equally by the disputing parties. It is the intent
of the parties hereto that any arbitrator selected
pursuant hereto shall have experience and expertise in
the particular area of disagreement.
B. Notwithstanding Raragraph 17A, all, disputes
regarding charges computed under paragraph 12 shall be
resolved ultimately by (i) a Court of competent
jurisdiction or, (ii) if the parties mutually agree, by
arbitration pursuant to Paragraph 17A hereof.
C. Carmel shall
aduance written
costs described
give the District ninety (90) days
notice of any proposed increase in the
in Paragraph 12(a) hereof to afford the
District an opportunity to review and either accept or
dispute such proposed increase. It is expressly under-
stood and agreed that Carmel shall have the right to pro-
ceed with such rate increase even if disputed by the District
-22-
and that the District shall be
payment obligations to Carmel,
arising out of the disputed rate increase,
dispute is resolved in accordance with the
Paragraph. In the event that such dispute
required to continue its
including the charges
until such ~
terms of this
is ultimately
resolved in the District's favor, then the disputed
payments previously made to Carmel shall be refunded
within fifteen (15) days to the District by Carmel,
together with interest at a rate equal to the maximum Fm.
H.A. rate in effect at the time of resolution of such
dispute.
18.
by
thereafter or until all bonds issued by the parties
the construction of their sewers and sewage disposal
paid in full, whichever period is longer.
19. This agreement shall continue in full force and
This agreement Shall~become~effective on the date' executed
the parties and shall continue for a period of 20 years
to finance
system are
effect for
an
year term subject to the same
either of the parties thereto
of intention to terminate the
indeterminate number of 10 year terms after the initial 20
~erms and conditions, unless
shall notify the other in writing
same at least 12 months prior to
the expiration of the original term or any additional 10 year
terms. The parties may then desire to reneg0tiate the terms
hereof by reason of governmental changes or requirements,
-23-
changes in physical conditions, rates, costs or expenses of any
kind applicable within the 12 month period prior to the
expiration of the original term or additional term. Any such
renegotiation shall reflect, in good faith, changes in terms
and conditions based on the reasons hereinabove set forth.
20. In the event the Carmel Wastewater Treatment facility, as
finally expanded, or the Carmel North-South Interceptor receive
reratings to a different capacity, the District's allocated
capacity in either facility shall be proportionatelyreduced or
increased without capital cost changes as of the date of
rerating by Carmel.
21. The parties agree that the planning and service areas for
each party is reflected upon the map attached-hereto~ as ~Exhibit
"E" and may be changed by agreement of the parties. Unless a
planning and service area is changed by agreement of the
parties, neither party shall infringe on the other party's
planning and service area.
22. This agreement is expressly made binding upon the
successors and assigns of the parties hereto.
23. The similar agreement between these same parties on the
7th day February, 1978, and all agreements or parts of
agreements in conflict with any of the provisions of this
agreement are hereby expressly superseded and repealed..
-24-
0
I
I
A
CARMEL-CLAY TOWNSHIP R.W.D.
TREATMENT AGREFJ4ENT
Exhibit "C"
CALCULATION OF SOUTH TREATMENT PLANT
VALUE BASED ON PAID-IN CAPITAL
Exhibit "C. 2"
Treatment plant replacement cost (Exhibit C.1) $1,680,175
Less: Depreciation (Exhibit C.1) 634,265.
Dnpreeiated value (at 1-1-85) 1,045,910
Plus land at cost 89,490
Estimated value 1,135,400
Less: Remaining portion of 1974 bonds
. .outstanding at 1-2-85 allocated
to South Plant ($780,000 x 65%)(1)
Estimated net equity
507,000
(1) Assumes connection by Clay District to Carmel on 1-2-85, any
other connection date will require a revision.
Exhibit "C. 3"
CARMEL-CLAY TOWNSHIP R.W.D.
TREATMENT AGREEMENT
Exhibit "C"
CALCULATION OF CLAY TOWNSHIP REGIONA3~
WASTE DISTRICT CAPACITY BUY-IN
Estimated net equity (Exhibit C.2)
C.T.R.W.D. buy-in share
$628,400
2.05 mgd = .1929
10.63 mgd
Amount to be received - lump sum - or
Assume 13 year pay-off at 6 1/4% interest
Annual payment
x 19.29%~
121,218
x.114616
2~hib~t
CA~-~ Tr eatu~ent
" ~ ~da~tiOn~.iant capaC~t~ Surcharge
-natio~ off t,'[~e ~o~OW~"~' hYb~tS B ~nd C
The deherm~- ~ted bY ~" '
- cost as determ¢~design lite~,~o de,ermine
,ro~ ~e divideu ~,~n
plant ~eS~
annUa~ rat~ o~ surcharge'
1) Daily surcharge rates sha~l be %he annual surcharge
divided by 365 days per year.
Weekly' surcharge rate shall be the annual surcharge
divided by 52 weeks per year.
3) Monthly surcharge rate shall~ be the annual:~ surcharge
divided by 12 months per year.
4) Three hour 'surcharge rate shall be the_daiiy~ surcharge
rate divided by 8 periods per day.
NOTE:
NOTE:
There shall be only one surcharge per violation
as dgfined in paragraph 12.c. of thfs Agreement.
Until final expansion of present project, plant
design flow shall be 6.0 M.G.D. and th~ District's
peak rate of flow limits shall be adjusted to
sixty-one percent (61%) of those shown in paragraph
12(c) o
Nothing is this Agreement shall be construed as imposing
additional obligations on or affecting the rights of Hamilton
Western Utilities, Inc. and the Town of Fishers, who, along
with the parties hereto, are operating under the terms and
provisions of the February 7,
amended.
IN WITNESS WHEREOF,
this Agreement effective
1978 REGIONAL AGREEMENT, as
the parties have hereunto executed
this ~./~-~day~ of June, 1983.
CiTY OF CARMEL
CLAY TOWNSHIP REGIONAL
WASTE DISTRICT
Clerk~Tree, rear Secretary
DATE: June 10, 1983 DATE: June 14, 1983
ITS BOARD OF TRUSTEES
-25-
(EXHIBITS A THROUGH E ARE ATTACHED)
CLAY TOK'%~SH-IP R.%'7.D
TREAT~E~T AGREE~ENT
EXHIBIT "A"
CALCULATION OF WHOLESALE RATE FOR 'OPE}IATION AND
~IAINTENANCE COSTS AND FOR REPLACEMEN? COST ON EQUIP~ENT
Line
Item
Number
3
4
5
6
7
Ann~
Total
Costs
al operation & maintenance (Per 1982
& M) expense: O.S.)
Tre~ tment plant expense $425,852
Sludge handling disposal exp.
Col~ection~ system expense
- interceptor Sewers~ -0-
- collection · 84,570
-Ilift stations 55,808
Bil~ing and collection expense 62,410
Industrial monltor~n~ expense -0-
Allocation
Percentage
100%
100%
*%
0%
*%
0%
0%
Shared
Costs
~ .25,852
-0-
8
9
9
.Sub-total
Genera-1 and administrative
expense
Total O & M expense
628,640
i34,578
763,218
· 68~%
425,852
91,513
5!7,365
10
Plus
12
13
14
15
AD. nual replacement costs
on equipment for items of
plant benefiting wholesale
customers
~otal annual 0 & M expense
and replacement cost'on
.11 ~quipment
Less: Carmel surcb, arge revenue
' fo~ excess BOD and SS
Net of surcharge revenue
Divi~ed by total annual flow
received at Carmel t~eatment
plants
Rate per million gallons
~f flow to Wholesale
150,000~* 100%
150,000est.
667,365
667,365
1982 plant flow + 1,105mgy
~customers (i~cluding
aomest~c load.%ngs) $ 603.95
'.'~Allocation percentages to be determined hy an engineerin9 analysis.
'"*Allocation percentage = line item #8, shared cost ~ line item ~8,
tot~ 1 c6st.
*~**A!n~_)~_t.lt~? be determined by' the consulting engineers. ·
.COMPUTATION OF CAPITAL COSTS--CAP.~IEL PRESENT PROJECT
Bond Year
Ending
January
~OTE:
1983
1984
1985
1986
1987
1988
1989
1990
Exhibit "B. 1"
CARMEL-CLAY TOWNSHIP R.W.D.
TREATMENT AGREEMENT
Exhibit "B"
SCHEDULE OF AMORTIZATION OF $840,000 PRINCIPAL
AMOUNT OF SEWAGE WORKS REVENUE BONDS OF 1982
Principal Payable Annually, January 1st
Interest Payable Semi-Annually, January 1st and July 1st
Dating of Bonds September 1, 1982
Interest Rate 11 1/2%
Principal
Balance Principal
(In Thousands)
Total Debt Service
Interest Total
$840 $ $ 32,200 $ 32,200
840 85 96,600 181,600
755 95 86,825 181,825
660 105 75,900 180,900
' 555 '115 63,825 178,825
440 .135 50,600 185,600
305 ~45 35,075 180,075
160 160 18,400 178,400
Clay DiStrict
@ 19.29%
Total
$ 6,211
35,031
35,074~
34,896
34,495
35,802
34,736
· 34,413
Cia District's share of debt service shall be payable over a period
of 8 years @ 11 1/2% from date of Clay District's connection, if lump
sum ~ayment is mot available p~r paragraph 12.b~of this Agreement.'
It i Understood and agreed that the Districts' share of the expansion
of the Carmel South W~stewater Treatment plant (per 12.d of this
Agreement) shall be 19.29% of the local capital cost or such adjusted
percentage based om final approval of Regional Facilities Plan, said
cost to be set out in Exhibit B.2 to be completed when possible.