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2015-29089 Reso RESOLUTION NO. 2015-29089 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE JUNE 3, 2015 RECOMMENDATION OF THE FINANCE AND CITYWIDE PROJECTS COMMITTEE FOR AECOM TO REVIEW AND PROVIDE RECOMMENDATIONS TO MODIFY THE STORM WATER UTILITIES METHODOLOGY RELATING TO THE EQUIVALENT RESIDENTIAL UNIT (ERU); AND THEREAFTER,BY DECEMBER 2015,FOR THE CITY ADMINISTRATION TO DRAFT AN ORDINANCE AMENDING CHAPTER 110 OF THE CITY CODE TO IMPLEMENT THE MODIFIED ERU CALCULATION. WHEREAS,the City's utility rates are structured to collect the necessary revenues to meet operating and maintenance costs of the infrastructure, to cover debt service for bonds, and to maintain adequate operating fund reserves; and WHEREAS, at the September 10, 2014 Commission meeting the administration introduced the first reading of an ordinance to amend Chapter 110 of the City Code, relating to Utilities seeking to adjust the storm water utility rates to allow for a$100,000,000 bond issuance; and WHEREAS, following the meeting, the Commission members advised the administration of various communications they received from several residents questioning the veracity of the storm water rate methodology;wondering whether the rates proposed were fairly apportioned as some residents believed that homeowners should pay more,others believed that condominium owners should pay less,and others believed that persons living in high risk flood areas should pay a greater amount of the utility rate; and WHEREAS, during the discussion, the City Attorney advised the City Commission that the rate calculation was based upon the rate established in the ordinance adopted in 1996, which was supported by the analysis and rate report prepared for the City by CH2M Hill; and WHEREAS, at the second reading hearing of the Utility Ordinance, on September 30, 2014, the City Commission approved the Ordinance(Ordinance No.2014-3898)and amended the storm water utility rates for fiscal year 2014/15 WHEREAS,despite adopting the storm water utility rates,the City Commission wanted to continue the discussion as to the utility rate methodology; and WHEREAS, based upon the foregoing the City has enlisted the assistance of AECOM, the City's flooding and sea level rise consultant, to review the current storm water rate methodology; and WHEREAS, at its June 3, 2015 meeting, the Finance and Citywide Projects Committee (FCWPC) made a motion for the City's existing vendor,AECOM, to work on the re-evaluation of the ERU methodology for the City of Miami Beach; and WHEREAS, the City Commission also directed that AECOM complete its report and to modify the appropriate ERU methodology,and for the City Administration to prepare an ordinance amending Chapter 110 to reflect the modified ERU methodology by December 2015; and WHEREAS,the Committee also requested that a budget be provided on what these services will cost when brought before the Commission, a copy of which budget is attached hereto as Exhibit A. NOW,THEREFORE,BE IT DULY RESOLVED BY THE MAYOR AND THE CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, that the Mayor and City Commission hereby accept the June 3, 2015 recommendation of the Finance and Citywide Projects Committee for AECOM to review and provide recommendations to modify the Storm Water Utilities Methodology relating to the equivalent residential unit (ERU); and thereafter, by December 2015,for the City administration to draft an Ordinance amending Chapter 110 of the City Code to implement the modified ERU calculation. PASSED AND ADOPTED this i day of Jt` . /0/ , , ATTEST: i ♦ V . �11r:. A0/ 1 2-%1 ,_ n lll•� .� ..,:%o(° "R. ael Grana•o, C.. Cle k 3`N �i, r * •:INCOR": ORATED s �� • 40 APPROVED AS TO T:\AGENDA\2015\July\PUBLIC WORKS\AECOM-R-1.. FORM & LANGUAGE •••-• \ E & FO EXECUTION IS 6 \\,_.... 2°/j i;ty Attorney Dote • d EXHIBIT A City of Miami Beach TASK ORDER 3 Scope of Services Flood Mitigation Consulting Services June 24, 2015 Public Works Department Prepared By: A ECOM 800 Douglas Entrance North Tower, 2nd Floor Coral Gables, Florida 33134 Phone: (305)592-4800 www.aecom.com City of Miami Beach Flood Mitigation Consulting Services Public Works Department Task Order 3•Scope of Services TABLE OF CONTENTS 1 INTRODUCTION 1 2 DETAILED SCOPE OF SERVICES 2 3 DELIVERABLE(S): 4 4 CLARIFICATIONS 5 5 COMPENSATION 5 6 SCHEDULE 6 APPENDICES Appendix A: AECOM's Fee Schedule Page i AECOM G'1_,....- rY = r ' City of Miami Beach Flood'Mitigat'ion Consulting Senhces ,Public;Works.Department Task Oder 3.-Scope of Services e- .- ' List of Acronyms_ , i-.. AECOM; AECOM'Technical.=Services, lnc. Y' F•CIP Capital;lmprovement Plan CMB , - City of Miami " "� DPW " Department of Public Works ,. • -' ERU "Equivalent Residential Unit { ESU Equivalent Stormwater Unit GSG GovernmentKS-ervices Group,1Inc. - 0&M, Operation and Maintenance PSA Professional Service Agreement :4 QualityAssurance/Q QA/QC uality. Control . - L - Aa Page ii A=Y®M • City of Miami Beach Public Works Department TASK ORDER 3 Scope of Services Flood Mitigation Consulting Services I INTRODUCTION The City's utility rates are structured to collect the necessary revenues to meet operating and maintenance costs of the infrastructure, to cover debt service for bonds, and to maintain adequate operating fund reserves. At its September 10, 2014 meeting, a First Reading, amending Chapter 110- Utilities of the Miami Beach City Code,was read for the record adjusting the storm water utility rates. Following the First Reading of the Ordinance, the Commission discussed having received e-mails from several residents questioning the veracity of the storm water rate methodology, while others wondered whether the rates proposed were fairly apportioned (some thought that homeowners should pay more, while others thought condominiums should pay less or that those living in mostly flooded areas should pay more). The City Attorney stated that the rate calculation was based upon the 1996 Ordinance initially adopted, and that the record in support of that Ordinance included a report commissioned by CH2M Hill. The City Attorney suggested further discussions with regards to the methodology for future policy implementation. At its September 30, 2014 meeting,the City Commission approved on Second Reading Public Hearing, Ordinance No. 2014-3898, amending storm water utility rates for fiscal year 2014/15. As a result of these discussions, the City has enlisted AECOM, its flooding and sea level rise consultant,to review the current storm water rate methodology. This Task Order 3 includes two main tasks, a Stormwater Utility Fee Update and a Stormwater Impact Fee Analysis,which are further detailed below in Section 2. For Task Order 3, AECOM will use that degree of care and skill ordinarily exercised by members of the same profession performing the same or similar services under similar conditions in similar localities. No other warranties, express or implied, are made or intended. It is understood that additional task order amendments may be developed should the required scope of work change. Page 1 AECOM 2 DETAILED SCOPE OF SERVICES Under Task Order 3, AECOM will assist the CMB's Project Manager, Mr. Bruce Mowry, PE, PhD, with a Stormwater Utility Fee Update and a Stormwater Impact Fee Analysis AECOM, and its sub-consultant, Government Services Group, will provide the following support services summarized below: 1. Stormwater Utility Fee Update: a. Project Initiation: Evaluation of the existing stormwater budget, engineering information, public works data, reports and all other data relating to the provision and proposed provision of stormwater services and facilities in the City. b. Generate Preliminary Database: Develop a preliminary database from the Miami-Dade County Property Appraiser's records, the City's stormwater utility billing system and other data that the City may provide and that is available in a timely manner, in electronic form. This task provides for the performance of data collection tasks to be conducted by City staff or the City engineer, including, but not limited to field measurement, field research, and verification of parcel data needed for database population. The magnitude of this data collection effort will be dependent on the quality of data available in the Miami-Dade County tax roll database. c. ERU Value Using the Preliminary Database: Develop a preliminary field work database that will be used to validate and/or update the City's existing ERU value. This involves drawing samples of residential parcels and validating and/or field measuring the impervious area associated with the sample. Review and revise the sampling as required. d. Residential Tiers Using the Preliminary Database: Draw samples of all of the residential parcels by size ranges. This involves drawing samples of all residential parcels and validating and/or field measuring the impervious area associated with the sample. Based on the sample and using statistical analysis, examine the impervious area slope chart and the distribution curve to determine appropriate tier break points. Review and revise the sampling as required. Based on the analysis, make recommendations regarding the residential square foot tier structure for the City. e. Assign Base Billing Units Using the Preliminary Billing Database: Assign the billing units for each parcel based on the stormwater utility fee methodology and identify the number of such units in the City. f. Identify Cost Components of the Stormwater Program: Evaluate the full cost of the proposed stormwater services using the City's most current budget and financial information. This full cost analysis will include the identification of(i)the costs of maintaining and operating the City's stormwater system based on the identified service requirements; (ii) capital project costs; and (iii) administrative costs. Page 2 AECOM g. Develop Pro Forma Stormwater Utility Fee Rates: Calculate pro forma stormwater utility fee rates and pro forma revenue generation for the components of the proposed rates (i.e., administrative, O&M, capital costs). h. Generate Preliminary Stormwater Utility Fee Roll Using the Pro Forma Stormwater Utility Y 9 Y Fee Rates: Develop a billing database based on the Miami-Dade County Property Appraiser's records to be used as a preliminary stormwater utility fee roll. i. Prepare and Present Stormwater Utility Fee Report: Prepare and present a Stormwater Utility Fee Report that documents the work effort and includes (a) the description of the apportionment methodology and (b)the stormwater utility fee cost calculations. 2. Stormwater Impact Fee Update: a. Assemble and Review Data from City, City staff will provide copies of any existing impact fee studies (for other capital programs), the capital improvements element of the comprehensive plan, impact fee ordinances, the City's budget, master plans, inventories of stormwater system, current levels of service and other information about existing and future infrastructure and development in the City. Review the studies and data to determine their suitability for impact fees, and to identify follow-up questions that will clarify the source, meaning and/or accuracy of the data. Determine the facilities' capacity, condition, location, and other variables that affect the ability to meet the needs of current and future development in the City. b. Evaluate the Suitability of Stormwater Impact Fees: Evaluate the supporting data available to determine the best approach for stormwater impact fees in the City. Assess the need for facilities, the availability of financing, and the availability of objective data to support a defensible impact fee. In particular, consider the existence of, or the City's ability to, develop the following: • Inventory of existing public facilities • Current approach to planning and financing capital improvements • Master plans, CIP,and/or other existing plans for future capital improvements • Formal or informal standards, benchmarks or other approaches to levels of service • Forecasts of revenue that are available to pay for public facilities • Data that quantifies the impact of different types of development on the stormwater system The evaluation will take into account the presence or absence of each of the items listed above, and for items that are available. Consider the timeliness, objectivity and accuracy of the information. For any item that is not available, or is significantly limited as a resource for impact fees,determine the ability of the City and/or the AECOM team to develop such information. Page 3 AECOM c. Analyze Data, Calculate Rates, and Prepare Rate Study: Prepare a database of appropriate capital improvement projects, including a description, total cost, committed funding amounts and sources, and time frame for construction. Conduct an analysis of each project to determine the proportion of project costs that will be eligible for impact fee funding. The gross cost of eligible (i.e. "capacity") projects will be allocated between deficiencies and growth. Determine revenues that are committed to eligible projects and will allocate those revenues between deficiencies and growth. The revenues allocated to growth will be subtracted from the costs attributable to growth in order to calculate the impact fee-eligible cost. The eligible cost portion of each improvement project will be included in the project database and will serve as the cost basis for the impact fee. Then compute adjustments to impact fee rates to account for other revenues paid by the proposed development (to the extent that such revenues are earmarked or prorated to the same capital improvements to be funded by the impact fee). Finally, develop the formulas and algorithms for calculating the stormwater system impact fee including the following: (1) describe the stormwater impact fee formula, and document the data and/or assumptions used for each variable; (2) prepare spreadsheets to calculate the impact fee rate for each category of land use;and (3)enter in the spreadsheet the data from our research and analysis, and the spreadsheet will calculate the impact fee rates. d. Prepare and Present Stormwater Impact Fee Report: Prepare a rate study to describe all the equations,data,assumptions, and resulting impact fee rates. 3 DELIVERABLE(S): STORMWATER UTILITY FEE REPORT AND STORMWATER IMPACT FEE REPORT Page 4 A:COM 4 CLARIFICATIONS In order to better define AECOM's Scope of Service and client expectations, the following clarifications are provided. 1. Changes to the clarifications herein will result in an impact on scope, budget,and schedule. 2. Fee and schedule presented is based on AECOM's current understanding of the items relevant to the Scope of Work of Task Order 3. 3. CMB acknowledges that AECOM will rely on the accuracy of the data provided by CMB and AECOM will only provide minimal verification. 4. Attendance at public meetings or hearings associated with public involvement is included to the extent identified in the scope. 5. AECOM shall request and CMB shall provide to AECOM no later than two weeks after issuance of the NTP, all requested and available record data and information (in the required format) related to the project as necessary for the performance of the services specified herein. 6. All deliverables shall be submitted to the CMB in draft form for review and comment by CMB. Upon written acceptance by the City that comments have been addressed satisfactorily, drafts will be finalized and submitted. The comment review period is assumed to include one round of review and written comments by CMB. 5 COMPENSATION All Tasks will be paid on a Time and Material Basis (T&M). The proposed fee is based on approved contract rates as indicated in Appendix A. The upper limit of this time and materials assignment is $175,930. Once this upper limit is reached, no further services shall be provided by AECOM without additional authorization. Page 5 A=-COM 6 SCHEDULE Estimated Flood Mitigation Consulting Services schedule for Task Order 3 is provided below. Note, for the purposes of Task Order 3, the scheduled duration commences the week of July 20, 2015, and anticipates a target end date of December 31, 2015. Proposed Project Schedule Duration Unit Stormwater Utility Fee Update Notice to Proceed—July 2015 Data Collection 4 weeks Develop ERU Value and Tiers 8 weeks* Develop SWU Fee Database 8 weeks* Determine Cost Components 4 weeks SWU Fee Rates and Report 4 Stormwater Impact Fee Notice to Proceed—December 2015 4 weeks Data Collection 8 weeks Develop Methodology and Rates 8 weeks Stormwater Impact Fee Report 8 weeks Total 48 weeks *concurrent Page 6 A=COM Appendix A TASK ORDER 3 Proposal Fee Schedule 4 1 _ \ \ ° _ ° \ \ ` j \ \ $ 7 \ / \ k k j \ k # 4- 2 # # _ w $ ; ! § § K t £ © § § k} 9 § § F k . _ _ @ 7 ) 2 ! 2 ■ ,. !! . ! .f , ! | 1C . ; 6 f/ pi / 7 § / v_ ? } te \ } 4 k 2 F. ~ I ■ ft § ■ # m # ■ a m a ° g ° ° # 7 e ■ 9 § ■ ■ s m § § ( § k k I | ! ■ 0 - | 2 2 ,i § ■ § | § ■ | ' / , , 1 ' ~ , m | ■ II f!g .. ■ ■ 0 t - • k \ § § 2 \ § . - a g. o ! 3 ` i ` ' E � ! , < 1 k ° ] § f § 2 § ca 2 2 | 2 § 2 k 4 2 i ® E _ 2 i - c § -77 ■ o | . if 2 e • ' I g ,1 ! ! ! ! ! ■ q | § § g § ° LL \ - ■ i1 \ cl - § • 2 . _ ` I ; ■ i | $ 1 x ; k ! E \ \ A i / ; ! ) } ! 2 I 1 § | 2 'it k k k ! . * i a ` \ ) ! k � E � ; f t X a § 1 1 2 ) # % 3 a ; ) ! a ! ! ` 2 k 1 ( ® ( ! ; ! � 1 ! I _ A ! } . | k f ƒ I k ! # ; ; | { .1 } k / g A / \ I 2 2 \ / ! o ■ ! 3 m ! ! ! g a ! ; ! ! J Z _. & t 3 COMMISSION ITEM SUMMARY Condensed Title: A Resolution Of The Mayor And City Commission Of The City Of Miami Beach, Florida, Accepting The Recommendation Of The June 3,2015 Finance And Citywide Projects Committee To Move Forward With AECOM Reviewing And Suggesting Modifications To The Storm Water Utilities Methodology With Regards To The Equivalent Residential Unit (ERU); And Following The Project, Develop Impact Fees With A Completion Date Not To Exceed December 2015. Key Intended Outcome Supported: Item Summary/Recommendation: The City's utility rates are structured to collect the necessary revenues to meet operating and maintenance costs of the infrastructure, to cover debt service for bonds, and to maintain adequate operating fund reserves. At its September 10, 2014 meeting, a First Reading, amending Chapter 110- Utilities of the Miami Beach City Code,was read for the record adjusting the storm water utility rates to allow for the first $100M bond issuance. Following the First Reading of the Ordinance, the Commission discussed having received e-mails from several residents questioning the veracity of the storm water rate methodology, while others wondered whether the rates proposed were fairly apportioned (some thought that homeowners should pay more, while others thought condominiums should pay less or that those living in mostly flooded areas should pay more). The City Attorney stated that the rate calculation was based upon the 1996 Ordinance initially adopted, and that the record in support of that Ordinance included a report commissioned by CH2M Hill. The City Attorney suggested further discussions with regards to the methodology for future policy implementation. At its September 30, 2014 meeting, the City Commission approved on Second Reading Public Hearing, Ordinance No.2014-3898,amending storm water utility rates for fiscal year 2014/15. As a result of these discussions,the City has enlisted the assistance of AECOM,our flooding and sea level rise consultant, to review the current storm water rate methodology. The attached presentation is intended to begin the dialog and to provide some direction for their review. At its June 3, 2015 meeting, the Finance and Citywide Projects Committee (FCWPC) made a motion to move forward with AECOM to work on the ERU's for the City of Miami Beach. After finishing that project, they are to work on the impact fees with a completion date that would be no later than November or December 2015. The Committee also requested that a budget be provided on what these services will cost when brought before the Commission. THE ADMINISTRATION RECOMMENDS ADOPTING THE RESOLUTION. Advisory Board Recommendation: Financial Information: Source of Amount Account Approved Funds: 1 OBPI Total Financial Impact Summary: City Clerk's Office Legislative Tracking: Eric Carpenter, Public Works X6012 Sign-Offs: Department Director Assistant if.4.,;;.nager City M nager ETC ��, MT � rAE JLM`i, T:WGENDA\2015\July\PUBLIC WORKS\Blank template.Sum.doc • ` . I'� � MIAMIBEACH AGENDA ITEM DATE /����� MIAMI BEACH City of Miami Beach, 1700 Convention Center Drive,Miami Beach, Florida 33139,www.miamibeachfl.gov COW/16S *N MEMORANDUM TO: Mayor Philip Levine and Member of the City 1mmission FROM: Jimmy Morales, City Manager DATE: July 8, 2015 SUBJECT: A RESOLUTION OF THE MAYO AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE JUNE 3, 2015 FINANCE AND CITYWIDE PROJECTS COMMITTEE TO MOVE FORWARD WITH AECOM REVIEWING AND SUGGESTING MODIFICATIONS TO THE STORM WATER UTILITIES METHODOLOGY WITH REGARDS TO THE EQUIVALENT RESIDENTIAL UNIT (ERU); AND FOLLOWING THE PROJECT, DEVELOP IMPACT FEES WITH A COMPLETION DATE NOT TO EXCEED DECEMBER 2015. ADMINISTRATION RECOMMENDATION The Administration recommends adopting the Resolution. BACKGROUND The City's utility rates are structured to collect the necessary revenues to meet operating and maintenance costs of the infrastructure, to cover debt service for bonds, and to maintain adequate operating fund reserves. At its September 10, 2014 meeting, a First Reading, amending Chapter 110-Utilities of the Miami Beach City Code,was read for the record adjusting the storm water utility rates to allow for the first $100M bond issuance. Following the First Reading of the Ordinance, the Commission discussed having received e-mails from several residents questioning the veracity of the storm water rate methodology, while others wondered whether the rates proposed were fairly apportioned (some thought that homeowners should pay more, while others thought condominiums should pay less or that those living in mostly flooded areas should pay more). The City Attorney stated that the rate calculation was based upon the 1996 Ordinance initially adopted, and that the record in support of that Ordinance included a report commissioned by CH2M Hill. The City Attorney suggested further discussions with regards to the methodology for future policy implementation. At its September 30, 2014 meeting, the City Commission approved on Second Reading Public Hearing, Ordinance No. 2014-3898,amending storm water utility rates for fiscal year 2014/15. As a result of these discussions, the City has enlisted the assistance of AECOM, our flooding and sea level rise consultant, to review the current storm water rate methodology. The attached presentation is intended to begin the dialog and to provide some direction for their review. City Commission Memorandum-AECOM-Methodology July 8, 2015 Page 2of2 At its June 3, 2015 meeting, the Finance and Citywide Projects Committee (FCWPC) made a motion to move forward with AECOM to work on the ERU's for the City of Miami Beach. After finishing that project, they are to work on the impact fees with a completion date that would be no later than November or December 2015. The Committee also requested that a budget be provided on what these services will cost when brought before the Commission. The proposed scope of services and cost is attached. CONCLUSION The Administration recommends that the Mayor and City Commission adopt the Resolution. Attachments: AECOM TASK ORDER 3, Scope of Services, Flood Mitigation Consulting Services, dated June 24, 2015 JM/MT/ Q C/JJF/BAM/FRS T:WGENDA\2015\July\PUBLIC WORKS\stormwater utility methodology.Memo.doc • Iii City of Miami Beach TASK ORDER 3 Scope of Services Flood Mitigation Consulting Services June 24, 2015 Public Works Department Prepared By: AZCOM 800 Douglas Entrance North Tower,2nd Floor Coral Gables,Florida 33134 Phone:(305)592-4800 www.aecom.com City of Miami Beach Flood Mitigation Consulting Services Public Works Department Task Order 3-Scope of Services TABLE OF CONTENTS 1 INTRODUCTION 1 2 DETAILED SCOPE OF SERVICES 2 3 DELIVERABLE(S): 4 4 CLARIFICATIONS 5 5 COMPENSATION 5 6 SCHEDULE 6 APPENDICES Appendix A: AECOM's Fee Schedule Page i A COM City of Miami Beach Flood Mitigation Consulting Services Public Works Department Task Order 3-Scope of Services List of Acronyms AECOM AECOM Technical Services, Inc. CIP Capital Improvement Plan CMB City of Miami Beach • DPW Department of Public Works ERU Equivalent Residential Unit ESU Equivalent Stormwater Unit GSG Government'Services Group, Inc. O&M Operation and Maintenance PSA Professional Service Agreement QA/QC Quality Assurance/Quality Control Page ii A COM City of Miami Beach Public Works Department TASK ORDER 3 Scope of Services Flood Mitigation Consulting Services I INTRODUCTION The City's utility rates are structured to collect the necessary revenues to meet operating and maintenance costs of the infrastructure, to cover debt service for bonds, and to maintain adequate operating fund reserves. At its September 10, 2014 meeting, a First Reading, amending Chapter 110- Utilities of the Miami Beach City Code,was read for the record adjusting the storm water utility rates. Following the First Reading of the Ordinance, the Commission discussed having received e-mails from several residents questioning the veracity of the storm water rate methodology, while others wondered whether the rates proposed were fairly apportioned (some thought that homeowners should pay more, while others thought condominiums should pay less or that those living in mostly flooded areas should pay more). The City Attorney stated that the rate calculation was based upon the 1996 Ordinance initially adopted, and that the record in support of that Ordinance included a report commissioned by CH2M Hill. The City Attorney suggested further discussions with regards to the methodology for future• policy implementation. At its September 30, 2014 meeting,the City Commission approved on Second Reading Public Hearing, Ordinance No. 2014-3898, amending storm water utility rates for fiscal year 2014/15. As a result of these discussions,the City has enlisted AECOM, its flooding and sea level rise consultant,to review the current storm water rate methodology. This Task Order 3 includes two main tasks, a Stormwater Utility Fee Update and a Stormwater Impact Fee Analysis,which are further detailed below in Section 2. For Task Order 3, AECOM will use that degree of care and skill ordinarily exercised by members of the same profession performing the same or similar services under similar conditions in similar localities. No other warranties, express or implied, are made or intended. It is understood that additional task order amendments may be developed should the required scope of work change. Page 1 A COM 2 DETAILED SCOPE OF SERVICES Under Task Order 3, AECOM will assist the CMB's Project Manager, Mr. Bruce Mowry, PE, PhD, with a Stormwater Utility Fee Update and a Stormwater Impact Fee Analysis AECOM, and its sub-consultant, Government Services Group, will provide the following support services summarized below: i 1. Stormwater Utility Fee Update: a. Project Initiation: Evaluation of the existing stormwater budget, engineering information, public works data, reports and all other data relating to the provision and proposed provision of stormwater services and facilities in the City. b. Generate Preliminary Database: Develop a preliminary database from the Miami-Dade County Property Appraiser's records,the City's stormwater utility billing system and other data that the City may provide and that is available in a timely manner, in electronic form. This task provides for the performance of data collection tasks to be conducted by City staff or the City engineer, including, but not limited to field measurement, field research, and verification of parcel data needed for database population. The magnitude of this data collection effort will be dependent on the quality of data available in the Miami-Dade County tax roll database. c. ERU Value Using the Preliminary Database: Develop a preliminary field work database that will be used to validate and/or update the City's existing ERU value. This involves drawing samples of residential parcels and validating and/or field measuring the impervious area associated with the sample. Review and revise the sampling as required. d. Residential Tiers Using the Preliminary Database: Draw samples of all of the residential parcels by size ranges. This involves drawing samples of all residential parcels and validating and/or field measuring the impervious area associated with the sample. Based on the sample and using statistical analysis, examine the impervious area slope chart and the distribution curve to determine appropriate tier break points. Review and revise the sampling as required. Based on the analysis, make recommendations regarding the residential square foot tier structure for the City. e. Assign Base Billing Units Using the Preliminary Billing Database: Assign the billing units for each parcel based on the stormwater utility fee methodology and identify the number of such units in the City. f. Identify Cost Components of the Stormwater Program: Evaluate the full cost of the proposed stormwater services using the City's most current budget and financial information. This full cost analysis will include the identification of(i)the costs of maintaining and operating the City's stormwater system based on the identified service requirements; (ii) capital project costs; and (iii)administrative costs. ACOM Page 2 g. Develop Pro Forma Stormwater Utility Fee Rates: Calculate pro forma stormwater utility fee rates and pro forma revenue generation for the components of the proposed rates (i.e., administrative, O&M, capital costs). h. Generate Preliminary Stormwater Utility Fee Roll Using the Pro Forma Stormwater Utility Fee Rates: Develop a billing database based on the Miami-Dade County Property Appraiser's records to be used as a preliminary stormwater utility fee roll. i. Prepare and Present Stormwater Utility Fee Report: Prepare and present a Stormwater Utility Fee Report that documents the work effort and includes (a) the description of the apportionment methodology and (b)the stormwater utility fee cost calculations. 2. Stormwater Impact Fee Update: a. Assemble and Review Data from City, City staff will provide copies of any existing impact fee studies (for other capital programs),the capital improvements element of the comprehensive plan, impact fee ordinances, the City's budget, master plans, inventories of stormwater system, current levels of service and other information about existing and future infrastructure and development in the City. Review the studies and data to determine their suitability for impact fees, and to identify follow-up questions that will clarify the source, meaning and/or accuracy of the data. Determine the facilities' capacity, condition, location, and other variables that affect the ability to meet the needs of current and future development in the City. b. Evaluate the Suitability of Stormwater Impact Fees: Evaluate the supporting data available to determine the best approach for stormwater impact fees in the City. Assess the need for facilities, the availability of financing, and the availability of objective data to support a defensible impact fee. In particular, consider the existence of, or the City's ability to, develop the following: • Inventory of existing public facilities • Current approach to planning and financing capital improvements • Master plans,CIP,and/or other existing plans for future capital improvements • Formal or informal standards, benchmarks or other approaches to levels of service • Forecasts of revenue that are available to pay for public facilities • Data that quantifies the impact of different types of development on the stormwater system The evaluation will take into account the presence or absence of each of the items listed above, and for items that are available. Consider the timeliness, objectivity and accuracy of the information. For any item that is not available, or is significantly limited as a resource for impact fees,determine the ability of the City and/or the AECOM team to develop such information. AXOM Page 3 c. Analyze Data, Calculate Rates, and Prepare Rate Study: Prepare a database of appropriate capital improvement projects, including a description, total cost, committed funding amounts and sources,and time frame for construction. Conduct an analysis of each project to determine the proportion of project costs that will be eligible for impact fee funding. The gross cost of eligible (i.e. "capacity") projects will be allocated between deficiencies and growth. Determine revenues that are committed to eligible projects and will allocate those revenues between deficiencies and growth.The revenues allocated to growth will be subtracted from the costs attributable to growth in order to calculate the impact fee-eligible cost. The eligible cost portion of each improvement project will be included in the project database and will serve as the cost basis for the impact fee. Then compute adjustments to impact fee rates to account for other revenues paid by the proposed development (to the extent that such revenues are earmarked or prorated to the same capital improvements to be funded by the impact fee). Finally, develop the formulas and algorithms for calculating the stormwater system impact fee including the following: (1) describe the stormwater impact fee formula, and document the data and/or assumptions used for each variable; (2) prepare spreadsheets to calculate the impact fee rate for each category of land use;and (3)enter in the spreadsheet the data from our research and analysis, and the spreadsheet will calculate the impact fee rates. d. Prepare and Present Stormwater Impact Fee Report: Prepare a rate study to describe all the equations,data,assumptions,and resulting impact fee rates. 3 DELIVERABLE(S): STORMWATER UTILITY FEE REPORT AND STORMWATER IMPACT FEE REPORT A=COM Page 4 4 CLARIFICATIONS In order to better define AECOM's Scope of Service and client expectations, the following clarifications are provided. 1. Changes to the clarifications herein will result in an impact on scope,budget,and schedule 2. Fee and schedule presented is based on AECOM's current understanding of the,items relevant to the Scope of Work of Task Order 3. 3. CMB acknowledges that AECOM will rely on the accuracy of the data provided by CMB and AECOM will only provide minimal verification. 4. Attendance at public meetings or hearings associated with public involvement is included to the extent • identified in the scope. 5. AECOM shall request and CMB shall provide to AECOM no later than two weeks after issuance of the NTP, all requested and available record data and information (in the required format) related to the project as necessary for the performance of the services specified herein. 6. All deliverables shall be submitted to the CMB in draft form for review and comment by CMB. Upon written acceptance by the City that comments have been addressed satisfactorily, drafts will be finalized and submitted. The comment review period is assumed to include one round of review and written comments by CMB. 5 COMPENSATION All Tasks will be paid on a Time and Material Basis (T&M). The proposed fee is based on approved contract rates as indicated in Appendix A. The upper limit of this time and materials assignment is $175,930. Once this upper limit is reached, no further services shall be provided by AECOM without additional authorization. Page 5 AECOM 6 SCHEDULE • Estimated Flood Mitigation Consulting Services schedule for Task Order 3 is provided below. Note, for the purposes of Task Order 3, the scheduled duration commences the week of July 20, 2015, and anticipates a target end date of December 31,2015. Proposed Project Schedule Duration Unit Stormwater Utility Fee Update Notice to Proceed—July 2015 Data Collection 4 weeks Develop ERU Value and Tiers 8 weeks* Develop SWU Fee Database 8 weeks* Determine Cost Components 4 weeks SWU Fee Rates and Report 4 Stormwater Impact Fee Notice to Proceed—December 2015 4 weeks Data Collection 8 weeks Develop Methodology and Rates 8 weeks Stormwater Impact Fee Report 8 weeks Total 48 weeks *concurrent A COM Page 6 Appendix A TASK ORDER 3 Proposal Fee Schedule 0 'a O N a u "p N Si 1,01 Of k m N 4 D O N Q t J.x O O n ' n ' E :9--- `a! 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