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HomeMy WebLinkAboutR-2024-027 Authorization to Waive Competitive Bidding and Purchase Professional Services from RaftelisRESOLUTION NO. 2024-D 'l-1 A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF DANIA BEACH, FLORIDA, AUTHORIZING THE PURCHASE OF PROFESSIONAL SERVICES FROM RAFTELIS FINANCIAL CONSULTANTS, INC., WITHOUT COMPETITIVE BIDDING AND WITHOUT ADVERTISEMENT FOR BIDS, UTILIZING THE CITY OF DAYTONA BEACH, FLORIDA GENERAL SERVICES CONTRACT NO . 19632 ; PROVIDING FOR CONFLICTS; FURTHER, PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the Charter of the City of Dania Beach, Part III, Article 3, Section 4, Subsection (j), authorizes the City Manager to purchase supplies, services, equipment and materials for the City government in amounts in excess of the establi shed monetary threshold without competitive bidding and without advertisement for bids if he/she is authorized to do so in advance by a resolution adopted by the City Commission and if such purchases are made pursuant to a competitive bid obtained within the last eighteen (18) months by other government agencies, such as the federal government, state of Florida or a Florida municipality or county; and WHEREAS, the Dania Beach Code of Ordinances, Chapter 2, Article I , Section 2-10, "Monetary thresholds for certain purchases and payment disbursement authorizations", Subsection (a), sets the monetary threshold or limitation at $50,000.00; and WHEREAS, the City has engaged the serv ices of Raftelis Financial Consultants, Inc. (Raftelis) for a thorough analysis of the City's Stormwater Assess ment methodology and preparation of a revenue sufficiency report at a cost not to exceed Forty-Eight Thousand Nine Hundred Seventy-Eight Dollars ($48,978 .00), within the City Manager's purchase authorization; and WHEREAS, the City ha s obtained a proposal from Raftelis for A review of the City's Fire Assessment Methodology and annual update report to include a revenue sufficiency analysis at a cost of Thirty-One Thousand Six Hundred Ninety-Eight Dollars ($31,698 .00) plus expenses estimated at One Thousand Nine Hundred Two Dollars ($1,902.00); and WHEREAS, the combined total cost of services provided by Rafteli s will exceed the City's annual vendor threshold of Fifty Thousand Dollars ($50,000.00) requiring City Commission approval; and WHEREAS, the City Administration recommends that the City Commission waive formal bidding and authorize the proposal from Raftelis in the amount of Thirty One Thousand Six Hundred Ninety Eight Dollars ($31,698.00) plus expenses estimated at One Thousand Nine Hundred Two Dollars ($1,902.00), utilizing the City of Daytona Beach, Florida General Services Contract No. 19632. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF DANIA BEACH, FLORIDA: Section 1. That the foregoing "Whereas" clauses are ratified and confirmed to be true and correct, and they are made a part of and are incorporated into this Resolution by this reference. Section 2. That the proper City officials are authorized to execute the necessary documents for the purchase of professional services from Raftelis exceeding the annual vendor threshold of Fifty Thousand Dollars ($50,000.00) under City of Daytona Beach, Florida General Services Contract No. 19632. Section 3. That funding for the proposal totaling Thirty-One Thousand Six Hundred Ninety-Eight Dollars ($31 ,698.00) plus expenses estimated at One Thousand Nine Hundred Two Dollars ($1,902.00) is made available and appropriated to Finance Professional Services Account No. 001-17-01-513-31-10 via transfers from within the Finance Department budget. Section 4. That the City is authorized to exceed the proposal amount for minor changes to the scope and/or actual out-of-pocket expenses, subject to the availability of funds . Section 5. That the proposal from Raftelis is made a part of and incorporated into thi s Resolution by this reference as Exhibit "A". Section 6. That all resolutions or pruts of resolutions in conflict with this Resolution shall be repeal ed to the extent of s uch conflict. Section 7. That this Resolution shall be effective 10 days after passage. SPACE INTENTIONALLY LEFT BLANK 2 RESOLUTION #2024 -()1.,7 PASSED AND ADOPTED on V\ Glr (_Ar\_\ i , 2024. Motion by C0mro, 9$,0'}(:,( Jam.e 5 , second by Cbrna1issicn.e Tuv1 ~ FINAL VOTE ON ADOPTION: Commissioner Joyce L. Davis Commissioner Tamara James Commissioner Marco Salvino Vice Mayor Lori Lewellen Mayor Archibald J. Ryan IV ATTEST : Unanimous / Yes No ARCHIB MAYOR APPROVED AS TO FORM AND CORRECTNESS: 3 RESOLUTIO #2024-0£;1 R FTEL S February 26, 2024 Mr. Frank DiPaolo Chief Financial Officer City of Dania Beach 100 West Dania Beach Blvd. Dania Beach, FL 33004 Subject: Work Authorization No. 2 -Utility Consulting Services -Non-ad Valorem Fire Assessment Rate Update Dear Mr. DiPaolo: As requested, Raftelis Financial Consultants, Inc. ("Raftelis") is pleased to submit this Work Authorization No. 2 for consideration by the City of Dania Beach ("City") to provide certain utility and financial consulting services on behalf of its existing non-ad valorem fire assessment. As discussed with the City, the purpose of the Work Authorization is for Raftelis to prepare an update to the revenue sufficiency forecast for the annual non- ad valorem fire assessment and to calculate the appropriate rates to charge for the October 2024 tax bill. The attached Work Authorization No. 2 is being issued pursuant to the Piggyback Agreement -City of Daytona Beach, Florida, General Services Contract No. 19632 dated March 4, 2020 (the "Agreement"). The scope of services for Work Authorization No. 2 is included as Attachment A. We appreciate the opportunity to submit this work authorization to the City and look forward to assisting the City in its ongoing evaluation of the utility system operations. Very truly yours, RAFTELIS FINANCIAL CONSULTANTS, INC. Joe Williams Senior Manager Attachments 341 N. Maitland Avenue, Suite 300, Maitland, FL 32751 www,raf1elis.com Project Title: Project Description: Scope of Services: Municipal Financial Advisor Disclosure: Direct Labor Hourly Rates: Project Cost/Budget: Project Schedule: Method ofinvoice: CITY OF DANIA BEACH, FLORIDA WORK AUTHORIZATION TO RAFTELIS FINANCIAL CONSULTANTS, INC. FOR NON-ADV ALOREM FIRE ASSESSMENT RATE UPDATE WORK AUTHORIZATION NO. 2 Non-ad Valorem Fire Assessment Rate Update Services that may be performed under this Work Authorization, would include, but not be limited to, the following: L Prepare a financial forecast for a ten-(10) year period to identify the estimated financial obligations of the City's Fire Department. 2. Prepare the required annual assessment roll, based on the calculated rates for service for each type of development and property specific characteristics. 3. Providing documentation and reviews to the City regarding the calculated fire assessment rates along with strategic financial considerations regarding capital financing strategies. 4. Present findings of the fire assessment rate study analysis to the City Commission for its consideration. 5. Provide implementation assistance. Reference Attachment A Reference Attachment B Reference Attachment C $33,600.00; reference Attachment D Project completion no later than September 15, 2024; based on data availability Monthly; hourly basis plus reimbursables on a not-to-exceed basis -1- Work Authorization Approval: City of Dania Beach, Florida Raftelis Financial Consultants, Inc. By By: Joe Williams Senior Manager February 26, 2024 Title Date Title Date -2- ATTACHMENT A WORK AUTHORIZATION NO. 2 CITY OF DANIA BEACH, FLORIDA NON-ADV ALOREM FIRE ASSESSMENT RATE UPDATE SCOPE OF SERVICES Services The scope of work will be to update the City's current Fire Service Assessment (Assessment). The scope will be to conduct a ten year revenue sufficiency analysis and will not include evaluation of the cost apportionment methodology or the apportionment of costs to specific parcels. The revenue sufficiency analysis will include all annual operations and capital costs of the of the Fire Department (exclusive of costs associated with Emergency Medical Services (EMS), which cannot be included in the Fire Assessment. We will develop an interactive Fire Service Assessment Revenue Sufficiency Model that will l) project the proposed Fire Service expenses over a ten year projection period, evaluate reserve requirements, determine annual revenue requirements over the projection period, the percent adjustment in overall Fire Service revenue required, apply that percent adjustment to the Fire Service Assessment rate for each parcel and produce a Preliminary Assessment Roll. The results of the revenue sufficiency analysis will be an overall percentage adjustment required for the Assessment which will then be applied to the assessment rate for each parcel to develop an updated assessment roll. We will conduct interactive review sessions with City staff to review the preliminary results and we will present the final results to the City Commission in a workshop and will also attend a Public Hearing for adoption of the update assessments. We have developed a Task Plan, which is presented in the following section, that specifically defines the scope of work, and identifies the tasks and sub-tasks that we will accomplish during the Project. TASK PLAN TASK 1 INITIATE THE PROJECT 1.1 Conduct project kick-off meeting via internet conference to validate project objectives, determine project schedule milestones, project responsibilities and data requirements. 1.2 Prepare project schedule with key milestones and responsibilities. TASK2 DEVELOP TEN YEAR FIRE SERVICE FINANCIAL PLAN 2.1 Gather and compile historical and current revenue and expense data for the Fire Service Assessment. 2.2 Initialize the Raftelis Financial Sustainability Model (Model), run the model and produce a preliminary a ten year financial management plan that will identify the annual revenue requirements of the Fire A-1 Service Assessment over a ten-year projection period and will determine the overall increase in revenue required in each year of the projection period. The financial management plan will include the following: a. Projected Fire Service Assessment revenue and expenses to include consideration of the following items: b. Capital Improvements Program Project listing by year Optimum funding source by project by year d. Borrowing Program Borrowing required (by source) to fund CIP projects not funded by other sources to include short term financing for short lived assets such as rolling stock and long term financing for long lived assets such as fire stations. Timing ofborrowing(s)/loan(s) to provide required borrowed funds Annual debt service (principal and interest) ofborrowings(s)/loan(s) e. Revenue Sufficiency Analysis Annual revenue projections Annual Fire Assessment across-the-board rate/fee adjustment plan to provide sufficient revenues over the forecast period. f. Sources and Uses of Funds Analysis g. Funds Analysis Spend down limits (minimum reserve requirements) by fund Beginning and ending funds balances by fund by year h. Comparative survey of other Fire Service Assessments 2.3 Review preliminary output with Raftelis consulting team. 2.4 Make adjustments and re-run the Model. 2.5 Prepare scenarios for interactive review session with City staff. 2.6 Conduct an interactive review session with City staff to review the preliminary results of the ten year projection of the sufficiency of revenues for the provision of Fire Services. 2. 7 Make adjustments based upon input from City staff. 2.8 Conduct a second interactive review session with City staff to review the adjusted results of the ten year projection of the sufficiency of revenues for the provision of Fire Services and make any final adjustments. TASK 3 PREP ARE FIRE SERVICE ASSESSMENT ROLL 3 .1 Prepare the preliminary Fire Service Assessment Roll based upon property data from the County Property Appraiser and the results of the Study. 3.2 Review preliminary Fire Service Assessment Roll with City staff in interactive work session. 3.3 Make adjustments to the preliminary Fire Service Assessment Roll based upon input from City staff. 3.4 Produce the adjusted preliminary Fire Service Assessment Roll. A-2 TASK4 REVIEW PRELIMINARY FIRE SERVICE ASSESSMENT RESULTS WITH CITY MANAGEMENT AND THE CITY COMMISSION. 4.1 Prepare a presentation of the preliminary Fire Service Assessment results. 4.2 Present the preliminary Fire Service Assessment results to City Management and adjust as appropriate. 4. 3 Present the preliminary Fire Service Assessment results to the City Commission in a work shop meeting and ask for permission to advertise the public hearing. 4.4 Make adjustments as required based upon input from City Management and the City Commission. TASKS PREP ARE AND PRESENT A REPORT OF THE RESULTS OF THE STUDY 5 .1 Prepare a Draft Report 5 .2 Review the Draft Report with City staff. 5.3 Prepare the Final Report. 5 .4 Present the Final Report to the City Commission. TASK6 PROVIDE IMPLEMENTATION ASSISTANCE 6.1 Conduct a conference call with the City staff and the City Attorney to discuss the ordinances and to provide the City Attorney with the required information and schedules of Fire Service Assessments for inclusion in the ordinances. 6.2 City Attorney to prepare draft ordinances. ---Not Included in the Scope ofthis Study --- 6.3 Review draft ordinances and prepare comments. ---Not Included in the Scope of this Study--- 6.4 Review comments regarding the draft ordinances via a conference call with City staff and the City Attorney. ---Not Included in the Scope of this Study--- 6.5 City Attorney to prepare final ordinances. ---Not Included in the Scope of this Study --- 6.6 Review final ordinance/resolution. 6. 7 Attend public hearings for adoption: a. Prepare for the public hearing. b. Attend one (1) public hearing for adoption. 6.8 Prepare Final Fire Service Assessment Roll for certification by the City. A detailed version of this this Task Plan is also presented in Attachment D with our assignment of consultant- hours by sub-task, our detailed fee proposal, and an indication as to whether City staff involvement is required for each sub-task. A Fee Summary is presented on the following page, and the detailed calculations of the proposed fee are presented in the Project Work Plan and Fee Estimate Schedules in Attachment D. A-3 Fee Summary Tasks I Rev. Suff. Only I Hours Fee TASK 1 INITIATE THE PROJECT 5 $1,191 TASK2 DEVELOP TEN YEAR FIRE SERVICE FINANCIAL PLAN 39 $8,137 -- TASK3 PREPARE FIRE SER VICE ASSESSMENT ROLL 20 $4,260 REVIEW PRELIMINARY FIRE SER VICE ASSESSMENT TASK4 RESULTS WITH CITY MANAGEMENT AND THE CITY 22 $5,106 COMMISSION. TASKS PREPARE AND PRESENT A REPORT OF THE RESULTS 30 $6,642 OFTHE STUDY TASK6 PROVIDE IMPLEMENTATION ASSISTANCE 28 $6.362 TOTAL FEE 144 $31,698 ESTIMATED EXPENSES $1902 ffi~9}-lBR;<llJE'21TP "'---,~ , ';. -. '{, ~ ;_ . " . "'. ~. ~ \ : · $33,60Q.j ', "~ ''", ·:.' . ·. " .. . "· It is our practice to invoice monthly on a time and expenses basis for the work completed during the billing period and payment is due within 30 days. To the extent that additional analysis or attendance at additional meetings are required and requested by you, we will invoice for those services at our hourly rates, plus actual out-of-pocket expenses. (Remainder of Page Intentionally Left Blank) A-4 We can begin this engagement immediately and estimate that it can be completed within 90 days. A Schedule by task is presented below. Fire Service Assessment Update Study March April May Jwm Projed S;;hedule ! Proj~ct Ki}ko{f ~on) nc~~_CuJI i i TASK1 INITIATE THE PROJECT ¥~ i : i i i i TASK, • _, ..LJL-!r,i er~d!ve Rrview'.~-~H Staff_ ~~~LOPTE/-IYEARFlRESERVICEflNANCIAL ~ ! : ! ' : TP.SI{:) TASK4 TASKS TASK6 PREPARE FIRE SERVICE ASSESSME!IT ROLL R8.1!8N PRE:1...IM~NARY FlRE SERVICE ASSESSMENT RESULTS WITH CITY MAtlAGEMENT AND THE CITY COMMISSION. PREPARE ANO PRESEI\IT A REPORT Of THE RESULTS OfTHE STUDY P-novlO!'.; lMPLEJliENTATJQ!,J ASSISTANCE CITY STAFF ASSISTANCE r [ _ / /ot,mct,"v; Rev!ew th St~ff I ~ i : l I~ Retlew ~;th ty Man.agrlm ,J Re~iew ~-ith Jity C mmi~ion i /, i : i • ' ' 1 Draft ~epo ' : I --1--r i~-COlrlf'li~--- 1 I i I ! . L , , /{ pieView with ci t pbrt I I I I • ' ! . l Web lv\eel!ngs i~ln~Person Meetlngs De!ivetahles July l August As with any major study performed, City staff may be called upon to assist Raftelis to complete the engagement on a timely basis. The following is a list of the tasks anticipated to be performed by the staff of the City: 1. The gathering of specific property, operational and budget data, and other information such as fire calls for service that will be imperative to perform the project. 2. The performance of certain analysis relative to the compiling of data if not in a usable format in general records and reports of the City. 3. Assistance in the formulation of policy decisions relative to cost or need determination, cost allocation and rate design. An example would include rate phasing alternatives, capital improvements project prioritization, alternative scenario evaluations, etc. 4. Assistance in Public Relations Program, scheduling of the City Commission meetings, and communication of the "political" aspects of the project; and 5. General review and providing of comments relative to the results of our analyses and reports to the City. ADDITIONAL SERVICES During the study, the City may request additional services relative to this Work Authorization from Raftelis. Such services will not be conducted until authorized by the City as mutually agreed between the City and A-5 Raftelis. The City will be billed for such additional services based on the hourly rate schedule of Raftelis members as identified in the Agreement or some other basis as mutually agreed between the City and Raftelis. (Remainder of page intentionally left blank) A-6 ATTACHMENT B WORK AUTHORIZATION NO. 2 CITY OF DANIA BEACH, FLORIDA NON-ADV ALOREM FIRE ASSESSMENT RATE UPDATE FINANCIAL ADVISOR DISCLOSURE As a registered Municipal Advisor under the Dodd-Frank Act, Raftelis is required to inform our clients of any existing or potential conflicts of interest that may be relevant to any proposed scope of services that may include providing "advice" as that term is defined in the Dodd-Frank Act. As of the date of this engagement letter, no conflicts of interest are known to exist. Under the Dodd-Frank Act the definition of "advice" includes providing any opm1on, information or assumptions related to the size, timing and terms of possible future debt issues or borrowing. This type of information may be integrated into the capital and financial planning components of a rate model update. This definition is applicable regardless of whether this infom1ation is developed and used solely for planning and decision-making purposes. For the services addressed in the scope of work identified for this engagement, any information that is developed by Raftelis that falls under this definition of municipal advice is not intended to represent a recommendation that the City should issue debt based on the terms and assumptions used to develop the financial plan or forecast, or that the City will, in fact, be able to issue debt under the exact terms and conditions assumed and used to develop the financial plan or forecast. The information developed as part of the services being requested and where applicable, including any related municipal advice, is intended only to provide information useful in evaluating the potential impact on the non-ad valorem fire assessment rate and future rate needs or adjustments of one potential course of action for the City. If the City decides at some future date to issue debt, then at that time the City will need to engage an independent, registered Financial Advisor to assist in evaluating the availability of different types of debt, and the specific terms and conditions for issuing debt, which will be affected by market conditions and the City's credit rating at the time of issuance. At that time, as a registered Municipal Advisor, Raftelis can also provide additional assistance related to a specific bond or debt issue, such as preparing a bond feasibility report or financial forecast for inclusion in bond documents, without requiring additional oversight or supervision by the Financial Advisor. By issuing a purchase order that includes the terms of this Task Authorization, the City is indicating its approval and acceptance of the of the proposed scope of work and fees, the City is also explicitly acknowledging that Raftelis has provided the necessary disclosures addressing conflicts of interest and any limitations on the scope of Municipal Advisory services to be provided by Raftelis as part of this engagement. The Municipal Securities Rulemaking Board ("MSRB") provides significant protections for municipal entities and obligated persons that are clients of a municipal advisor. To understand the protections provided and how to file a complaint with an appropriate regulatory authority, visit the MSRB web site at www.msrb.org. B-1 ATTACHMENT C CITY OF DANIA BEACH, FLORIDA SCHEDULE OF DIRECT LABOR HOURLY RATES AND STANDARD COST RATES DIRECT LABOR HOURLY RATES Project Team Title Principal Associate Managing Consultant Principal Consultant Supervising Consultant Senior Consultant Rate Consultant Consultant Senior Rate Analyst Rate Analyst Analyst Assistant Analyst Administrative STANDARD COST RATES Expense Description Mileage Allowance -Personal Car Use Only Reproduction (Black and White) (In-house) Reproduction (Color) (In-house) Reproduction (Contracted) Computer Time Telephone Charges Delivery Charges Lodging / Other Travel Costs Meals -per Employee Subconsultant Services Other Costs for Services Rendered Direct Labor Hourly Rates $277.00 $233.00 $216.00 $194.00 $171.00 $149.00 $138.00 $127.00 $116.00 $ 99.00 $ 82.00 $ 66.00 $ 77.00 Standard Rates IRS Standard Mileage Rate $0.05 per Page $0.25 per Page Actual Cost $0.00 per Hour Actual Cost Actual Cost Actual Cost Standard per diem rates as established by Florida Statutes 112.061 for Class C travel for breakfast, lunch, and dinner Actual Cost Actual Cost (Remainder of page intentionally left blank) C-1 TA S K 1 1. 1 /N I T / A TE TH E PR O J E C T Da n i a Be a c h , Fl o r i d a Fi r e Se r v i c e As s e s s m e n t Up d a t e St u d y PR O J E C T TA S K PL A N & FE E ES T I M A T E AT T A C H M E N T D Co n d u c t pr o j e c t ki c k - o f f me e t i n g vi a in t e r n e t co n f e r e n c e to va l i d a t e pr o j e c t ob j e c t i v e s , de t e r m i n e pr o j e c t sc h e d u l e mi l e s t o n e s , pr o j e c t re s p o n s i b i l i t i e s an d da t a re q u i r e m e n t s . 1. 2 Pr e ar e ro j e c t sc h e d u l e wi t h ke y mi l e s t o n e s an d re s p o n s i b i l l t i e s . To t a l Ta s k 1 TA S K 2 -- - 2. 1 2. 2 DE V E L O P TE N YE A R FI R E SE R V I C E FI N A N C I A L PL A N Ga t h e r an d co m p i l e hi s t o r i c a l an d cu r r e n t re v e n u e an d ex p e n s e da t a fo r th e Fl r e Se r v i c e As s e s s m e n t . In i t i a l i z e th e Ra f t e l i s Fi n a n c i a l Su s t a i n a b i l i t y Mo d e l (M o d e l ) , ru n th e mo d e l an d pr o d u c e a pr e l i m i n a r y a te n ye a r fi n a n c i a l ma n a g e m e n t pl a n th a t wi l l id e n t i f y th e an n u a l re v e n u e re q u i r e m e n t s of th e Fi r e Se r v l c e As s e s s m e n t ov e r a te n - y e a r pr o j e c t i o n pe r i o d an d wi l l de t e r m i n e th e ov e r a l l in c r e a s e in re v e n u e re q u i r e d in ea c h ye a r of th e pr o j e c t i o n pe r i o d . Th e fi n a n c i a l ma n a g e m e n t pl a n wi l l in c l u d e th e a. Pr o j e c t e d Fi r e Se r v i c e As s e s s m e n t re v e n u e an d ex p e n s e s to in c l u d e co n s i d e r a t i o n of th e b. Ca p i t a l Im p r o v e m e n t s Pr o g r a m c. Pr o j e c t li s t i n g by ye a r Op t i m u m fu n d i n g so u r c e by pr o j e c t by ye a r d. Bo r r o w i n g Pr o g r a m Bo r r o w i n g re q u i r e d (b y so u r c e ) to fu n d CI P pr o j e c t s no t fu n d e d by ot h e r so u r c e s to in c l u d e sh o r t te r m fi n a n c i n g fo r sh o r t li v e d as s e t s su c h as ro l l i n g st o c k an d lo n g te r m fi n a n c i n g fo r lo n g li v e d as s e t s su c h as fi r e st a t i o n s . Ti m i n g of bo r r o w l n g ( s ) / l o a n ( s ) to pr o v i d e re q u i r e d bo r r o w e d fu n d s An n u a l de b t se r v i c e (p r i n c i p a l an d in t e r e s t ) of bo r r o w i n g s ( s ) / l o a n ( s ) e. Re v e n u e Su f f i c i e n c y An a l y s i s An n u a l re v e n u e pr o j e c t i o n s An n u a l Fi r e As s e s s m e n t ac r o s s - t h e - b o a r d ra t e / f e e ad j u s t m e n t pl a n to pr o v i d e su f f i c i e n t re v e n u e s ov e r th e fo r e c a s t pe r i o d . f. So u r c e s an d Us e s of Fu n d s An a l y s i s g. Fu n d s An a l y s i s Sp e n d do w n li m i t s (m i n i m u m re s e r v e re q u i r e m e n t s ) by fu n d Be g i n n i n g an d en d i n g fu n d s ba l a n c e s by fu n d by ye a r h. Co m p a r a t i v e su r v e y of ot h e r Fi r e Se r v i c e As s e s s m e n t s ES T I M A T E D CO N S U L T A N T HO U R S Pr o j e c t Pr o j e c t Ma n a g e r Co n s u l t a n t Wi l l i a m s va n Ma l s s e n Bu r t o n $2 7 7 $2 3 3 $1 7 1 $2 7 7 1 0 2 2 0 0 2 0 8 0 Pa o e 1 of 3 4 1 5 4 11 < .: Re v e n u e • Su f f i c i ~ n c y • • ·· • O n l y : · : · . •· · · F e e · . • •• $9 5 8 $2 3 3 $1 , 1 9 1 $8 5 2 $2 , 1 1 1 .. .. Da n i a Be a c h , Fl o r i d a Fi r e Se r v i c e As s e s s m e n t Up d a t e St u d y PR O J E C T TA S K PL A N & FE E ES T I M A T E AT T A C H M E N T D < .. . : .· · . :- · _- PR r i . J E C T TA S K S •• Me e t i n g s .. .. . .· • . .. . . . •• . .. -· .• .• In t e r n e t On si t e 2. 3 Re v i e w pr e l i m i n a r y ou t p u t wi t h Ra f t e l i s co n s u l t i n g te a m . 2. 4 Ma k e ad j u s t m e n t s an d re - r u n th e Mo d e l . 2. 5 Pr e p a r e sc e n a r i o s fo r in t e r a c t i v e re v i e w se s s i o n wi t h Ci t y st a f f . 2. 6 Co n d u c t an in t e r a c t i v e re v i e w se s s i o n wi t h Ci t y st a f f to re v i e w th e pr e l i m i n a r y re s u l t s of th e te n ye a r 1 pr o j e c t i o n of th e su f f i c i e n c y of re v e n u e s fo r th e pr o v i s i o n of Fi r e Se r v i c e s . 2. 7 Ma k e ad j u s t m e n t s ba s e d up o n ln p u t fr o m Ci t y st a f f . Co n d u c t a se c o n d in t e r a c t i v e re v i e w se s s i o n wi t h Ci t y st a f f to re v i e w th e ad j u s t e d re s u l t s of th e te n 2. 8 ye a r pr o j e c t i o n of th e su f f i c i e n c y of re v e n u e s fo r th e pr o v i s i o n of Fi r e Se r v i c e s an d ma k e an y fi n a l 1 ad j u s t m e n t s . To t a l Ta s k 2 TA S K 3 PR E P A R E FI R E SE R V I C E AS S E S S M E N T RO L L 3. 1 Pr e p a r e th e pr e l i m i n a r y Fi r e Se r v i c e As s e s s m e n t Ro l l ba s e d up o n pr o p e r t y da t a fr o m th e Co u n t y Pr o p e r t y Ap p r a i s e r an d th e re s u l t s of th e St u d y . 3. 2 Re v i e w pr e l i m i n a r y Fi r e Se r v i c e As s e s s m e n t Ro l l wi t h Ci t y st a f f in in t e r a c t i v e wo r k se s s i o n . 1 3. 3 Ma k e ad j u s t m e n t s to th e pr e l i m i n a r y Fi r e Se r v i c e As s e s s m e n t Ro l l ba s e d up o n in p u t fr o m Ci t y st a f f . 3. 4 Pr o d u c e th e ad j u s t e d pr e l i m i n a r y Fi r e Se r v i c e As s e s s m e n t Ro l l . To t a l Ta s k 3 TA S K 4 RE V I E W PR E L I M I N A R Y FI R E SE R V I C E AS S E S S M E N T RE S U L T S WI T H CI T Y MA N A G E M E N T AN D TH E CI T Y CO M M I S S I O N . 4. 1 Pr e p a r e a pr e s e n t a t i o n of th e pr e l i m i n a r y Fi r e Se r v i c e As s e s s m e n t re s u l t s . 4. 2 Pr e s e n t th e pr e l i m i n a r y Fi r e Se r v i c e As s e s s m e n t re s u l t s to Ci t y Ma n a g e m e n t an d ad j u s t as 1 ap p r o p r i a t e . 4. 3 Pr e s e n t th e pr e l i m i n a r y Fi r e Se r v i c e As s e s s m e n t re s u l t s to th e Ci t y Co m m i s s i o n in a wo r k sh o p 1 me e t i n g an d as k fo r pe r m i s s i o n to ad v e r t i s e th e pu b l i c he a r i n g . 4. 4 Ma k e ad j u s t m e n t s as re q u i r e d ba s e d up o n in p u t fr o m Ci t y Ma n a g e m e n t an d th e Ci t y Co m m i s s i o n . To t a l Ta s k 4 TA S K 5 PR E P A R E AN D PR E S E N T A RE P O R T OF TH E RE S U L T S OF TH E ST U D Y 5. 1 Pr e p a r e a Dr a f t Re p o r t 5. 2 Re v i e w th e Dr a f t Re p o r t wi t h Ci t y st a f f . 1 5. 3 Pr e p a r e th e Fi n a l Re p o r t . 5. 4 Pr e s e n t th e Fi n a l Re p o r t to th e Ci t y Co m m i s s i o n . 1 To t a l Ta s k 5 . Pa a e 2o f 3 ES T I M A T E D CO N S U L TA N T HO U R S Re v e n u e Pr o j e c t Pr o j e c t Pr o j e c t Te c h n i c a l Su f f i c i e n c y Pr i n c i p a l Ma n a g e r Co n s u l t a n t Ad v i s o r . To t a l •. .o n l y Th o m a s Wi l l i a m s va n Ma t s s e o au r t o n Ho u r s Fe e $2 7 7 $2 3 3 $1 7 1 $2 7 7 1 1 1 1 4 $9 5 8 1 1 2 0 4 $8 5 2 0 1 2 0 3 $5 7 5 a 2 2 2 6 $1 , 3 6 2 0 1 2 a 3 $5 7 5 1 1 2 a 4 $8 5 2 5 10 21 3 39 $8 , 1 3 7 1 2 6 1 10 $2 , 0 4 6 0 1 1 1 3 $6 8 1 a 1 2 0 3 $5 7 5 1 1 1 1 4 $9 5 8 2 5 10 3 20 $4 , 2 6 0 1 1 2 1 5 $1 , 1 2 9 0 1 1 1 3 $6 8 1 a 4 a 4 8 $2 , 0 4 0 1 2 3 0 6 $1 , 2 5 6 2 8 6 6 22 $5 , 1 0 6 1 2 8 1 12 $2 , 3 8 8 1 1 1 0 3 $6 8 1 1 2 3 1 7 $1 , 5 3 3 0 4 0 4 6 $2 , 0 4 0 3 9 12 6 30 $6 , 6 4 2 Da n i a Be a c h , Fl o r i d a Fi r e Se r v i c e As s e s s m e n t Up d a t e St u d y PR O J E C T TA S K PL A N & FE E ES T I M A T E AT T A C H M E N T D TA S K 6 6. 1 6. 2 6. 3 6. 4 6. 5 6. 6 6. 7 PR O V I D E IM P L E M E N T A T I O N AS S I S T A N C E Co n d u c t a co n f e r e n c e ca l l wi t h th e Ci t y st a f f an d th e Ci t y At t o r n e y to di s c u s s th e or d i n a n c e s an d to pr o v i d e th e Ci t y At t o r n e y wi t h th e re q u i r e d in f o r m a t i o n an d sc h e d u l e s of Fi r e Se r v i c e As s e s s m e n t s fo r in c l u s i o n in th e or d i n a n c e s . Ci t y At t o r n e y to pr e p a r e dr a f t or d i n a n c e s . Re v i e w dr a f t or d i n a n c e s an d pr e p a r e co m m e n t s . Re v i e w co m m e n t s re g a r d i n g th e dr a f t or d i n a n c e s vi a a co n f e r e n c e ca l l wi t h Ci t y st a f f an d th e Ci t y At t o r n e y . Ci t y At t o r n e y to pr e p a r e fi n a l or d i n a n c e s . Re v i e w fi n a l or d i n a n c e s . At t e n d pu b l i c he a r i n g s fo r ad o p t i o n : a. Pr e p a r e fo r th e pu b l i c he a r i n g s . b. At t e n d on e (1 ) pu b l i c he a r i n g fo r ad o p t i o n . 6. B Pr e p a r e Fi n a l Fi r e Se r v i c e As s e s s m e n t Ro l l fo r ce r t i f i c a t i o n by th e Ci t y . To t a l Ta s k 6 TO T A L ES T I M A T E D CO N S U L T A N T - H O U R S TO T A L ES T I M A T E D CO N S U L T I N G FE E ES T I M A T E D EX P E N S E S @ 6% TO T A L ES T I M A T E D CO S T 10 4 Pa a e 3 of 3 ES T I M A T E D CO N S U L T A N l H O U R S Pr o j e c t Pr o j e c t Ma n a g e r Co n s u l t a n t Wi l l i a m s va n Ma l s s e n Bu r t o n $2 7 7 $2 3 3 $1 7 1 $2 7 7 1 1 1 1 4 $9 5 8 0 0 0 0 0 $0 0 1 1 0 2 $0 0 1 1 3 $0 0 0 0 0 0 $0 0 1 1 1 3 $6 8 1 1 2 3 0 6 $1 , 2 5 6 0 4 0 4 8 $2 , 0 4 0 0 2 4 1 7 $1 , 4 2 7 2 12 11 8 33 $6 , 3 6 2 23 66 90 36 21 5 $6 , 3 7 1 $1 5 , 3 7 8 $1 5 , 3 9 0 $9 , 9 7 2 $3 1 , 6 9 8 $1 , 9 0 2 $3 3 , 6 0 0