Wardson Constr., Inc. v. City of Raleigh

Court of Appeals of North Carolina·Decided July 15, 2026·No. 25-416·Unpublished·Judge Tobias Hampson

Opinion

An unpublished opinion of the North Carolina Court of Appeals does not constitute controlling legal authority. Citation is disfavored, but may be permitted in accordance with the provisions of Rule 30(e)(3) of the North Carolina Rules of Appellate Procedure.

IN THE COURT OF APPEALS OF NORTH CAROLINA

No. COA25-416

Filed 15 July 2026

Wake County, No. 19CVS010860-910

WARDSON CONSTRUCTION, INC. and HOMEQUEST BUILDERS, INC., Plaintiffs,

v.

CITY OF RALEIGH, Defendant.

Appeal by Defendant from Order entered 16 September 2024 by Judge G.

Bryan Collins, Jr., in Wake County Superior Court. Heard in the Court of Appeals

15 January 2026.

Bryson Harris Suciu & DeMay, PLLC, by James R. DeMay, Daniel K. Bryson, Martha A. Geer, and J. Hunter Bryson, for Plaintiffs-Appellees.

Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan, LLP, by Robin L. Tatum; Fox Rothschild LLP, by Kip D. Nelson; and City of Raleigh, by Carolyn A. Bachl, for Defendant-Appellant.

HAMPSON, Judge.

Factual and Procedural Background WARDSON CONSTR., INC. V. CITY OF RALEIGH

Opinion of the Court

The City of Raleigh (Defendant) appeals from an Order granting Summary

Judgment in favor of Wardson Construction, Inc. and Homequest Builders, Inc.

(Plaintiffs). The Record before us tends to reflect the following:

Defendant is a municipality organized under the laws of North Carolina.

Defendant is governed by a Charter. This Charter authorizes it to

fix and prescribe such rates and charges as will provide annually for the payment of the annual debt service requirements on existing bonded debt for such waterworks system, sewerage system and lighting system, and repairs, maintenance, enlargement, extension, and operation of any such system or systems.

Raleigh, N.C. Gen. Ordinances div. I, art. VI, § 6.32(a) (2026).

Defendant has enacted ordinances for the collection of water and sewage

“capital facility fees” (CFFs). Two versions of these ordinances applied during the

period at issue in this case. The First Ordinance, effective between 1 July 2013 and

29 September 2017, provided:

In addition to all other fees, prescribed by ordinance or resolution now or hereafter in effect, there shall be a fee for connecting with the water system of the City, either within or without the corporate limits of the City, and there shall be a fee for connecting with the sewer system of the City, within or without the corporate limits of the City. The fees shall be calculated based on the water meter size for the property served by the connection. The amounts of such fees to be paid to the City at the time that application for the connection is made shall be [as set out in the CFF Schedule][.]

Raleigh, N.C., Gen. Ordinances ch. 2, art. B, div. 3, § 8-2092 (2014).

-2- WARDSON CONSTR., INC. V. CITY OF RALEIGH

The First Ordinance was amended effective 30 September 2017 to remove

reference to the water system and only address the assessment of sewer system CFFs

(the Second Ordinance):

In addition to all other fees, prescribed by ordinance or resolution now or hereafter in effect, there shall be a fee for connecting with the sewer system of the City, within or without the corporate limits of the City. The fees shall be calculated based on the water meter size for the property served by the connection. The amounts of such fees to be paid to the City at the time that application for the connection is made shall be [as set out in the Sewer CFF Schedule][.]

Id. (2017). Section 8-2092.1 was added to address water system CFFs:

In addition to all other fees, prescribed by ordinance or resolution now or hereafter in effect, there shall be a fee for connecting with the water system of the City, either within or without the corporate limits of the City. The fees shall be calculated based on the water meter size for the property served by the connection. The amounts of such fees to be paid to the City at the time that application for the connection is made shall be [as set out in the Water CFF Schedule][.]

Id. ch. 2. art. B, div. 3, § 8-2092.1 (2017).

Defendant determines the CFF amount by using the water and sewer rate

methodology set forth in the Comprehensive Guide for Raleigh Development Fees.

Under the First Ordinance, the CFFs were calculated by using a combination of the

“buy-in” method and the “marginal incremental approach.”1 Under the Second

Ordinance, the fees were calculated entirely through the “buy-in” method. The “buy-

1 Approximately 77.06 percent of the CFFs were calculated using the “buy-in” method during

the First Ordinance period.

-3- WARDSON CONSTR., INC. V. CITY OF RALEIGH

in” method establishes the amount of the fee based on “what the City has already

spent[ ]” and is intended “to reimburse . . . the City[ ] [for its] previous investment in

the current system.”

The CFFs are paid at the time property owners apply for new water and sewer

service. Property owners are also required to pay a separate “tap fee” to cover the

cost of connecting the property to the water and sewer systems.2 Defendant “is

customarily able to install a water meter . . . within three days of such request.” Upon

meter installation, the proper owner “may actually use” Defendant’s water and sewer

services. After property owners connect to the system, they pay “user charges” based

on their use of the water and sewer system. Defendant’s ordinances state user

charges should be used to pay for the costs of debt service, operation, and

maintenance:

Sec. 8-2123.1. – User Charges.

A user charge shall be levied on all users including, but not limited to, persons, firms, corporations or governmental entities that discharge, cause or permit the discharge of sewage into the [publicly owned treatment works].

(1) A user charge shall reflect, at a minimum, the cost to the City of debt service, and operation and maintenance costs (including, but not limited to, replacement costs) of the POTW.

2 The tap fee is not charged if the tap is installed by a licensed utility contractor. Either way, the cost of connecting is covered through this fee, whether the party pays it directly to Defendant or covers the cost by furnishing the labor themselves.

-4- WARDSON CONSTR., INC. V. CITY OF RALEIGH

(2) Each user shall pay its proportionate share of cost based on the volume of the user’s flow.

....

Raleigh, N.C., Gen. Ordinances art. C, div. 3, § 8-2123.1 (2026).3

During the First Ordinance period, Defendant deposited the CFFs into a single

account known as “Fund 310.” Revenue from additional sources, such as volumetric

charges for water services, meter installation fees, and tap fees, were also deposited

into Fund 310. Fund 310 was used to fund various costs, “including but not limited

to personnel costs, payment of outstanding debts, capital improvements, and

rehabilitation projects.”

During the Second Ordinance period, Defendant established two new funds:

Fund 316, solely for water CFFs, and Fund 317, solely for sewer CFFs. The receipts

of Fund 316 and Fund 317 were then transferred to Fund 320 and Fund 325, which

were used to fund water and sewer “capital rehabilitation projects.”

Plaintiffs are developers who paid CFFs to Defendant in the fiscal years 2016

through 2018 as a mandatory precondition of connecting to Defendant’s existing

water and sewer infrastructure. Plaintiffs initiated this class action on 12 August

2019, alleging Defendant lacked the authority to collect CFFs from the three years

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