TITLE 31.NATURAL RESOURCES AND CONSERVATION

Part 10. TEXAS WATER DEVELOPMENT BOARD

Chapter 354. MEMORANDA OF UNDERSTANDING

31 TAC §354.1

The Texas Water Development Board (the board) adopts amendments to 31 TAC §354.1 concerning the Memoranda of Understanding without changes to the proposed text as published in the October 31, 2003 issue of the Texas Register (28 TexReg 9418) and will not be republished. The amendments are adopted for cleanup and clarification as a result of the four-year rule review requirement of Texas Government Code §2001.039.

The board adopts amendment to §354.1, memorandum of understanding between the board and the Texas Antiquities Committee, to update the name of the Texas Antiquities Committee to the Texas Historical Commission and to update several statutory provisions which have been re-codified. In addition, the deadline for a board archeologist to send a survey report to the Texas Historical Commission is extended from 30 days to 45 days of the date of completion of the survey, in response to the complexity of sites that board archeologists have surveyed in recent years.

There were no comments received on the proposed amendments.

The amendments are adopted under the authority of the Texas Water Code, §6.101 which provide the Texas Water Development Board with the authority to adopt rules necessary to carry out the powers and duties in the Texas Water Code and other laws of the State and §6.104 which authorizes the board to enter into memorandum of understanding with other state agencies.

The statutory provision affected by the amendments is Texas Water Code, Chapter 6 and Texas Water Code, §16.342.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on April 21, 2004.

TRD-200402665

Suzanne Schwartz

General Counsel

Texas Water Development Board

Effective date: May 11, 2004

Proposal publication date: October 31, 2003

For further information, please call: (512) 475-2052


Chapter 363. FINANCIAL ASSISTANCE PROGRAMS

Subchapter K. SMALL COMMUNITY HARDSHIP PROGRAM

31 TAC §§363.1101 - 363.1107

The Texas Water Development Board (board) adopts amendments to 31 TAC Chapter 363, concerning Financial Assistance Programs to create a new subchapter, Subchapter K, relating to the Small Community Hardship Program, and adopts new 31 TAC §§363.1101 - 363.1107 without changes to the proposed text as published in the February 6, 2004 issue of the Texas Register (29 TexReg 1160) and will not be republished. New 31 TAC §§363.1101 - 363.1107 creates a new program by which the board may provide political subdivisions with grants for projects that provide adequate water and sewer service to economically distressed areas.

The board adopts new §363.1101, Scope and Purpose of Subchapter, to identify the purpose of the new rules. This new section also identifies the source of funds for the program because the use of payments from the Texas Water Resources Finance Authority creates limitations in the use of these funds.

The board adopts new §363.1102, Definitions of Terms, which provides definitions applicable to this new subchapter. It first uses definitions in Water Code Chapters 15, 16 and 17, unless expressly defined in this new section. New §363.1102(1) defines adjusted median household income as household income identified in the most recent U.S. Census multiplied by the current Texas Consumer Price Index divided by the most recent decennial Texas Consumer Price Index. Annual median household income directly relates to the economic conditions of potential applicants and its ability to repay loans. The board is using a household income as the economic factor to identify areas as economically distressed and therefore eligible for assistance under this new subchapter because it is common and easily identifiable by using the federal census data and accurately reflects the current economics of the area. The board requires that the median household income that is identified by the latest federal census be adjusted using the current Consumer Price Index, so that the census figures reflect present levels of income. This will more closely reflect the applicant's current economic situation when comparing current rates to income level. New §363.1102(2) defines applicant as a political subdivision that requests financial assistance from the board so that the rule will easily identify the requirements of the new subchapter as applicable only to those entities that request funding. New §363.1102(3) and (4) defines the term average yearly sewer and water bill, respectively, which are used in defining disadvantaged community. The average yearly water bill is calculated by applying the community's rate structure to the average number of gallons of water used in-house per year by the average occupied household. Identification of the rate on a per gallon basis accounts for the different usage rates between water systems thereby creating a common measure when analyzing the percentage of the water or combined water and sewer bill to the adjusted median household income. The number identified as the average gallons used in an individual residence for sewer and water in new §363.1102(3) and (4) is the estimated state-wide average of domestic water that enters a household and returns via the sewer system, based on data submitted by political subdivisions and compiled by the Texas Commission on Environmental Quality (TCEQ). These new subsections also includes taxes, surcharges or other fees as part of the annual bill by including the average annual amount per household of the fee in calculating the average yearly sewer or water bill if such fees are used to subsidize the sewer or water service systems. New §363.1102(5) and (8) define combined household cost factor and household cost factor, respectively. Household affordability factors are used in new §363.1102(6) to define disadvantaged area because these factors measure whether a project is affordable to the customers of the system. The household affordability factors indicate the capacity of the customers to support the cost of water and/or sewer service, including debt service, through user charges. If the water or combined water and sewer bill exceeds a certain percentage of the adjusted median household income, then the project would not be affordable to the community without assistance from this program. The percentage of the average water or combined water and sewer bill to annual median household income, which is defined in new §363.1102(1) is a methodology used in other board programs and by other states in developing affordability guidelines as well as the federal government in determining affordability of projects. The 1.0% for water rates used in new §363.1102(6)(B)(i) is the percentage used by the Environmental Protection Agency in its User Manual for the Municipality's Ability to Pay Computer Model. The 2.0% for water and sewer rates in new §363.1102(6)(B)(ii) was used because it is recognized that the additional cost of sewer services impacts the ability of customers to pay for a new project and is used by the board in other programs as well as another state in developing its affordability guidelines. New §363.1102(5) defines combined household cost factor as a combination of the average yearly water bill with the average yearly sewer bill and divides the total by the average median household income while new §363.1102(8) defines household cost factor as the number that is derived by dividing the average yearly water bill by the adjusted median household income. New §363.1102(6) uses three criteria to define a disadvantaged community: permanent residential population; adjusted median household income; and household affordability factors. Population is used because the board believes that the smaller the service population for a utility provider, the harder it is to obtain the capital necessary to complete infrastructure projects. A population of less than 5,000 is used because 93% of the 616 Texas communities identified as lacking adequate water or sewer service have a population of 5,000 or less. The adjusted median household income is a measure of the income levels of residents of the area. Similar income criteria are used in the Drinking Water State Revolving Fund (DWSRF) and the Economically Distressed Areas Program (EDAP), both of which are administered by the board, so that its use fosters consistency between board programs. The board is using an income threshold of 75% of the median state household income because it is the measure already used by the board to establish eligibility for the EDAP as required by Water Code §16.341(1). The household cost factors are discussed in the preceding paragraph. Relying on the definition of a disadvantaged area, economically distressed area is defined in new §363.1102(7) as an area that not only lacks financial resources as identified in the definition of disadvantaged area but also as an area with inadequate water or wastewater service. In this manner, the board has defined an economically distressed area consistent with the statutory intent to direct this grant assistance to areas not meeting the statewide standard for service and that also lack the financial resources to address that need. New §363.1102(9) and (10) define inadequate water service and inadequate sewer services, respectively, by relying on TCEQ regulations because these standards set statewide standards for adequate sewer and water services. New §363.1102(11) defines political subdivision as defined in Water Code §15.001 but excludes an interstate compact commission since that would not be a viable potential service provider.

The board adopts new §363.1103(a) to state that the board may provide grants to a political subdivision for projects that provide adequate water or sewer service to areas that do not currently have adequate service. The board is providing grants because there have been indications that some small communities have difficulty accessing board loan programs due to the interest costs associated with a loan. Further, due to federal tax law, it is advisable to use the funds provided for this program by the Texas Water Resources Finance Authority in this manner. The board adopts new §363.1103(b) to identify eligible uses of the fund as the planning, designing, or construction of a new water or sewer service system or improvements to an existing system in an economically distressed area, the purchase of a inadequate system so that it can be consolidated with another system that can provide adequate service, reduction of the interest rates loans or reduction or elimination of outstanding indebtedness to finance a project identified in new paragraphs (1), (2), or (3) of this subsection, provided however that the loan is not from the board or other state agency. The board may not use these funds for interest rate reduction or refinancing of state indebtedness due to federal tax considerations. The board adopts new §363.1103(c) to identify that the board may provide assistance through a written agreement with the political subdivision.

The board adopts new §363.1104 to identify the information that must be provided in an application for assistance under this new subchapter. The elements identified in this new section are either required by Water Code §15.103 or are similar to the requirements for applications in other board programs and have proven to be the essential elements for the board to consider prior to providing assistance. New §363.1104(1) provides that an application must include a resolution from the applicant's governing body requesting assistance, stating the amount of the request, and designating a representative as the point of contact for the application. New §363.1104(2) requires that the designated representative provide an affidavit that states the decision to request financial assistance was made in an open meeting, states the information in the application is true and correct, warrants compliance with the application representations, and states the applicant will comply with all applicable federal and state laws. New §363.1104(3) requires copies of the consultant services contracts be provided with the application. New §363.1104(4) requires that the application provide the citation to the legal authority of the applicant. New §363.1104(5) requires data from the federal census or a survey of the residents to establish the eligibility of the area as disadvantaged. New §363.1104(6), (7) and (8) requires an engineering feasibility report that includes that the water or sewer service for the area is inadequate, a preliminary environmental information, and a water conservation plan, respectively, all of which comply with referenced rules of the board applicable to other board programs. New §363.1104(9) provides that if an applicant is receiving or providing water or sewer service to another entity then a copy of the service agreement must be provided with the application.

The board adopts new §363.1105 to identify the considerations and findings that the board must make prior to approving an application as required by Water Code §15.105. New §363.1105(a) provides that prior to application approval, the board shall consider the needs of and benefits to the project area in relation to other areas in the state, revenue available to the applicant for project costs, overall statewide needs, the applicant's ability to pay for the project without this assistance; and the county's efforts to control the construction of subdivisions that lack basic utility services. New §363.1105(b) provides that after considering these factors, the board can approve the application if it finds that the public interest requires state participation in the project and the revenue or taxes pledged by the political subdivision will be sufficient to meet all the obligations assumed by the political subdivision. These considerations and findings are required by statute. New §363.1105(c) acknowledges that the resolution approving the application may include any condition that the board deems appropriate including a requirement that the applicant adopt a water conservation plan in compliance with board rules and state statute.

The board adopts new §363.1106 to identify the amount of the grant assistance that will be provided. New §363.1106(a)(1) provides that when the adjusted median household income for the project area is between 75% and 60% of the median state household income, the grant will be 50% of the amount of the financial assistance requested in the application. New §363.1106(a)(2) provides that when the adjusted median household is less than or equal to 60% but greater than 50% of the median state household income, the grant will be 75% of the amount of the financial assistance requested in the application. New §363.1106(a)(3) provides that when the adjusted median household income is less than or equal to 50% of the median state household income, the grant will be for 90% of the amount of the financial assistance requested in the application. The graduated scale of grant assistance is intended to create a means to direct the largest grants to the communities most in need based on an analysis of the residents' ability to pay. New §363.1106(b) provides that the amount of the financial assistance requested in the application that is not provided as a grant shall be provided by a loan from another board program. By this new subsection, the board requires that a grant recipient under this new subchapter also receive a board loan. In this manner, the board is assured that the community is contributing to the long-term success of the project. This new subsection also provides the board the means to monitor the ongoing viability of the utility and insure the best use of these limited funds. New §363.1106(c) provides that the maximum amount of grant funds made available to a single applicant is $1 million. The board adopts this subsection in order to insure that multiple communities may access these limited funds. New §363.1106(d) provides that if the applicant will be providing the remaining portion of the project costs from sources other than board programs, then the availability of the additional funds must be established prior to the release of funds provided under this new subchapter.

The board adopts new §363.1107 to provide that the release of funds, the construction phase, and the post-construction responsibilities for projects funded under this new subchapter will be governed by the provisions of Division 4, Division 5, Division 6 of Subchapter A of this chapter. In this manner, the board will manage the expenditure of these funds in the same manner as other board programs.

There were four written comments in support and 0 comments in opposition to the rules.

Comments on the proposed new sections were received from Mr. Mark Lowry, P.E. from Turner Collie & Braden Inc. First, Mr. Lowery comments that the Board should consider including the use funds for planning and design in a manner than conditions release of the design funds upon the submission of a viable plan. Second, Mr. Lowery concurs with the proposed use of area surveys in the event that U. S. Census Bureau information is inadequate. Finally, Mr. Lowery requests that the Board consider increasing the amount of grant funds available for an individual project from one million dollars to four million dollars.

BOARD RESPONSE: In response to the first comment, the rule explicitly includes planning costs as an eligible expense. Proposed §363.1103(b)(1) states that the board may provide assistance to "plan, design, and construct" new water or sewer systems. Proposed §363.1103(b)(2) states that the Board may provide assistance to "plan, design, and construct" improvements to existing water or sewer systems. The rules provide the Board the discretion to condition the release of the design funds as proposed by the comment, but does not mandate that the Board always release funds in this manner. In response to the last comment, the Board stated in the preamble to the proposed rule that the purpose of limiting the amount of funds available for any one project is to insure that multiple communities will benefit from the limited funds currently available for this program.

Comments on the proposed new sections were received from Mr. John Blunt, P.E. from Harris County, Public Infrastructure Department. Substantially identical comments were received from Mr. Robert Stokes, Director, from a new non-profit Organization called "Texas Safe and Affordable Water and Wastewater, Inc." The first comment is a request that the rule be amended to allow a community to receive pre-design funding for planning. The second comment is a request that the one million dollar limitation be raised to four million dollars since in some cases the communities are relatively large and need significant funding above one million dollars.

BOARD RESPONSE: In response to the first comment, the rule explicitly includes planning costs as an eligible expense as noted above and may release the design funds separately. In response to the last comment, the Board stated in the preamble to the proposed rule that the purpose of limiting the amount of funds available for any one project is to insure that multiple communities will benefit from the limited funds currently available for this program.

Comments on the proposed new sections were received from Ms. Tracy D. Hester and Ms. Rebecca J. Rentz, from the law firm of Bracewell & Patterson, L.L.P. The first comment is support for the decision to base funding on need and not on geographic area. The second comment is that grant program should allow funding in excess of one million dollars.

BOARD RESPONSE: The response to the second comment would be the same as in the immediately preceding response.

Statutory authority: Water Code, §§6.101, 15.001(11), 15.011, and 15.103.

Cross reference to statute: Water Code, Chapter 15, Subchapter C.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on April 21, 2004.

TRD-200402666

Suzanne Schwartz

General Counsel

Texas Water Development Board

Effective date: May 11, 2004

Proposal publication date: February 6, 2004

For further information, please call: (512) 475-2052


Chapter 370. COLONIA PLUMBING LOAN PROGRAM

The Texas Water Development Board (the board) adopts amendments to 31 TAC Chapter 370, §370.26 and §370.41, concerning the Colonia Plumbing Loan Program without changes to the proposed text as published in the March 5, 2004 issue of the Texas Register (29 TexReg 2259) and will not be republished. The amendments include an explicit requirement that the applicants to the program enforce the model subdivision rules and the change references to the Texas Commission on Environmental Quality. The amendments are adopted for clarification as a result of the four-year rule review requirement of Texas Government Code §2001.039.

The board adopts amendment to §370.26(a) that currently requires applicants to the program to have adopted the model subdivision rules promulgated by the board pursuant to Water Code §16.343. The board amends this provision to include the phrase "and is enforcing" after "adopted" in order to insure that applicants are informed that the requirement to adopt the model subdivision rules includes the requirement to enforce the model subdivision rules.

The board also adopts amendments to §370.26(b) and §370.41(11) to refer to the Texas Commission on Environmental Quality rather than the Texas Natural Resource Conservation Commission because it has changed its name.

No comments were received on the proposed amendments.

Subchapter B. POLICY DECLARATIONS

31 TAC §370.26

The amendments are adopted under the authority of the Texas Water Code, §6.101 which provides the Texas Water Development Board with the authority to adopt rules necessary to carry out the powers and duties in the Water Code and other laws of the State, and the Texas Water Code, §15.737, which authorizes the board to adopt rules for the Colonia Plumbing Loan Program.

The statutory provisions affected by the amendments are Texas Water Code, §15.731, et seq.

Cross-reference to statute: Water Code, Chapter 15, Subchapter L.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on April 21, 2004.

TRD-200402662

Suzanne Schwartz

General Counsel

Texas Water Development Board

Effective date: May 11, 2004

Proposal publication date: March 5, 2004

For further information, please call: (512) 475-3073


Subchapter C. APPLICATIONS TO THE BOARD

31 TAC §370.41

The amendments are adopted under the authority of the Texas Water Code, §6.101 which provides the Texas Water Development Board with the authority to adopt rules necessary to carry out the powers and duties in the Water Code and other laws of the State, and the Texas Water Code, §15.737, which authorizes the board to adopt rules for the Colonia Plumbing Loan Program.

The statutory provisions affected by the amendments are Texas Water Code, §15.731, et seq.

Cross-reference to statute: Water Code, Chapter 15, Subchapter L.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on April 21, 2004.

TRD-200402663

Suzanne Schwartz

General Counsel

Texas Water Development Board

Effective date: May 11, 2004

Proposal publication date: March 5, 2004

For further information, please call: (512) 475-3073


Chapter 384. RURAL WATER ASSISTANCE FUND

Subchapter A. INTRODUCTORY PROVISIONS

31 TAC §384.3

The Texas Water Development Board (board) adopts amendments to 31 TAC §384.3 concerning the Rural Water Assistance Fund without changes to the proposed text as published in the February 6, 2004 issue of the Texas Register (29 TexReg 1165) and will not be republished.

Amendments to §384.3, Use of Funds, are adopted to implement recent legislative changes to the Water Code that facilitate the use of the Rural Water Assistance Fund for wastewater projects. The rules closely track the language of the legislative changes to accurately reflect changes to the program enacted by the 78th Texas Legislature.

There were no comments received on the proposed amendments.

Statutory authority: Water Code, §6.101 and Chapter 15, Subchapter P.

Cross reference to statute: Water Code, Chapter 15, Subchapter P.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on April 21, 2004.

TRD-200402661

Suzanne Schwartz

General Counsel

Texas Water Development Board

Effective date: May 11, 2004

Proposal publication date: February 6, 2004

For further information, please call: (512) 475-2052