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AI agent for real estate developers

Utility Capacity and Impact Fee Agent

Estimate utility demand and impact fees early, request will-serve letters, and keep the budget current

Budgets and moneyForecastingReal estate and construction
See how it worksGet access
Utility Capacity and Impact Fee Agent: what goes in, what the agent does and what you get

What it does

Utility capacity and impact fees often show up late and break the budget. The agent reads the project program and finds each utility provider for the site: water, sewer, power, gas and stormwater. It looks up fee schedules, estimates demand from the units and building type, and computes likely fees. It drafts will-serve requests with the demand data and tracks replies. When a provider says capacity is limited or a fee changes, the agent updates the budget line and notes the risk. It rechecks the estimates whenever the program changes. The developer approves each request before it is sent. Edge case: the sewer provider needs a capacity study for any project over 50 units, and the agent flags this at 52 units.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Program issued or revised 2 USES A TOOL Identify the utility providers for the site 3 USES A TOOL Find each provider's fee schedule and requirements 4 DOES Estimate demand and compute likely fees 5 CHECKS THE RESULT Is every utility covered with a source for its rate? If not: Search for the missing provider or ask thedeveloper for a contact. Back to step 3. 6 DOES Draft will-serve requests with demand data 7 YOU APPROVE Developer approves each request before it is sent 8 USES A TOOL Track replies and log capacity or fee changes 9 DOES Update the budget lines and note risks 10 CHECKS THE RESULT Does the budget match the latest confirmed figures? If not: Recompute the line from the confirmed fee orcapacity. Back to step 9. 11 RESULT Utility and fee budget with open items
Read the steps as a list
  1. Program issued or revised
  2. Identify the utility providers for the site
  3. Find each provider's fee schedule and requirements
  4. Estimate demand and compute likely fees
  5. Is every utility covered with a source for its rate?If not: Search for the missing provider or ask the developer for a contact. Back to step 3.
  6. Draft will-serve requests with demand data
  7. Developer approves each request before it is sentThe agent waits here for your OK.
  8. Track replies and log capacity or fee changes
  9. Update the budget lines and note risks
  10. Does the budget match the latest confirmed figures?If not: Recompute the line from the confirmed fee or capacity. Back to step 9.
  11. Utility and fee budget with open items

How it decides

Demand estimates come from standard rates for each use; budget figures update only when a provider confirms or a rate changes.

  • Use the provider's published rate when available, otherwise a stated estimate
  • Flag a fee change above 5% of the line
  • Mark capacity as at risk if a provider asks for a study
  • Rerun the estimate when units change by more than 5%

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Utilities to include
  • Change threshold for a program rerun (default 5%)
  • Budget file location
  • Contact details for each provider

What keeps you in control

It always asks you first

  • Developer approves each will-serve request
  • Developer approves budget changes sent to lenders

Hard limits

  • Never send a request to a provider without approval
  • Mark every estimate as an estimate until confirmed

It stops when

  • Done: every utility has a confirmed will-serve and a budget line
  • Stop: a provider says there is no capacity and the developer must change the plan

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA 52-unit apartment project estimated water impact fees at $186,000. The agent's check found the sewer provider had no rate source. It searched, found the schedule, and added $94,000. After the developer approved the requests, the water provider replied with a higher tap fee, so the agent recomputed and updated the budget by $12,500.

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