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HomeMy WebLinkAbout257-23 RESOLUTIONv1�OsIiYtr�,Pyi V �a it • ► 40KANSO'S 113 West Mountain Street Fayetteville, AR 72701 (479) 575-8323 Resolution: 257-23 File Number: 2023-1264 MGT CONSULTING (PARK IMPACT FEE STUDY): A RESOLUTION TO AUTHORIZE A CONTRACT WITH MGT CONSULTING, PURSUANT TO RFP 23-15, IN THE AMOUNT OF $48,325.00 TO CONDUCT A PARK IMPACT FEE STUDY, AND TO APPROVE A PROJECT CONTINGENCY IN THE AMOUNT OF $5,000.00 WHEREAS, in 1981, the City enacted the first Park Land Dedication Ordinance; and WHEREAS, most land dedicated to the city through the ordinance is undevelopable land such as floodplain, small parcels, or in locations where park land is not needed and of little recreational value; and WHEREAS, major changes to the Park Land Dedication Ordinance require a comprehensive study that must comply with Ark. Code Ann. § 14-56-103. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF FAYETTEVILLE, ARKANSAS: Section 1: That the City Council of the City of Fayetteville, Arkansas hereby authorizes Mayor Jordan to sign a contract with MGT Consulting, pursuant to RFP 23-15, in the amount of $48,325.00 to conduct a Park Impact Fee study, and further approves a project contingency in the amount of $5,000.00. PASSED and APPROVED on November 21, 2023 Page 1 Attest: 1111i Aa Kara Paxton, City Cl Treasurer _ CITY OF FAYETTEVILLE ARKANSAS MEETING OF NOVEMBER 21, 2023 CITY COUNCIL MEMO TO: Mayor Jordan and City Council THRU: Susan Norton, Chief of Staff Alison Jumper, Director of Parks, Natural Resources and Cultural Affairs FROM: Ted Jack, Park Planning Superintendent DATE: SUBJECT: Hiring a consultant to work on a Park Impact Fee Study RECOMMENDATION: 2023-1264 Staff recommends hiring MGT Consulting (RFP #23-15) to conduct a Park Impact Fee study for a fee of $48,325.00 and to set a project contingency of $5,000.00. BACKGROUND: The current Park Land Dedication Ordinance was enacted in 1981 (Ord #2695). At that time, the city had few parks and a lot of open space, and the ordinance brought in valuable park land. As the city grew denser, the ordinance became less effective. Today, most land dedicated to the city through the ordinance is undevelopable land such as floodplain and small parcels, often in locations where park land is not needed and sometimes of little recreational value. The existing ordinance was grandfathered into Arkansas Code in 2003, and to make major changes requires a comprehensive study that must result in an ordinance that is compliant with Arkansas Code 14-56-103. MGT was selected through standard selection processes in RFP 23-15. DISCUSSION: Staff believes it would be beneficial to move to a park impact fee ordinance similar to the city of Bentonville. This would allow greater flexibility in how we acquire new land and what land we acquire for the park system. This is needed because park needs have become more specific over time, such as needing land to fill gaps in service areas and needing land that is suitable for specific recreational amenities, such as soccer fields. The current ordinance does not support a targeted or planned approach to acquisition. The process for this study will include a look at best practices to offset park impacts, review of existing ordinances, relevant Arkansas law, detailed analysis (particularly growth and fee analysis), public feedback, and development of possible ways for the city to move forward. Those recommendations will be brought to City Council for final approval. BUDGET/STAFF IMPACT: Funding for this study is available in project 23004.1 Parks Impact Fee Study and comes from the Sales Tax Capital Improvements Fund. Staff time will be utilized to manage the contract. ATTACHMENTS: SRF (#3), RFP 23-15, Contract - MGT Park Impact Fee Signed (#4), RFP 23-15 Appendix A - Scope of Work & Fees (#5), RFP 23-15, Appendix B - City Issued RFP (#6), RFP 23-15, Appendix C - MGT's Submittal (#7) Mailing address: 113 W. Mountain Street www.fayetteville-ar.gov Fayetteville, AR 72701 == City of Fayetteville, Arkansas y 113 West Mountain Street Fayetteville, AR 72701 (479)575-8323 - Legislation Text File #: 2023-1264 Hiring a consultant to work on a Park Impact Fee Study A RESOLUTION TO AUTHORIZE A CONTRACT WITH MGT CONSULTING, PURSUANT TO RFP 23-15, IN THE AMOUNT OF $48,325.00 TO CONDUCT A PARK IMPACT FEE STUDY, AND TO APPROVE A PROJECT CONTINGENCY IN THE AMOUNT OF $5,000.00 WHEREAS, in 1981, the City enacted the first Park Land Dedication Ordinance; and WHEREAS, most land dedicated to the city through the ordinance is undevelopable land such as floodplain, small parcels, or in locations where park land is not needed and of little recreational value; and WHEREAS, major changes to the Park Land Dedication Ordinance require a comprehensive study that must comply with Ark. Code Ann. § 14-56-103. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF FAYETTEVILLE, ARKANSAS: Section 1: That the City Council of the City of Fayetteville, Arkansas hereby authorizes Mayor Jordan to sign a contract with MGT Consulting, pursuant to RFP 23-15, in the amount of $48,325.00 to conduct a Park Impact Fee study, and further approves a project contingency in the amount of $5,000.00. Page 1 Ted Jack Submitted By City of Fayetteville Staff Review Form 2023-1264 Item ID 11/21/2023 City Council Meeting Date - Agenda Item Only N/A for Non -Agenda Item 10/31/2023 PARKS & RECREATION (520) Submitted Date Division / Department Action Recommendation: Staff recommends hiring MGT Consulting (RFP #23-15) to conduct a Park Impact Fee study for a fee of $48,325.00 and to set a project contingency of $5,000.00. 4470.520.8520-5315.00 Account Number 23004.1 Project Number Budgeted Item? Yes Does item have a direct cost? Yes Is a Budget Adjustment attached? No Purchase Order Number: Change Order Number: Original Contract Number: Comments: Budget Impact: Sales Tax Capital Improvement Fund Parks Impact Fee Study Total Amended Budget Expenses (Actual+Encum) Available Budget Item Cost Budget Adjustment Remaining Budget Project Title $ 100,000.00 $ 164.85 99,835.15 $ 48,352.00 51,483.15 Previous Ordinance or Resolution # Approval Date: V20221130 AlftCITY Of rPAYETTIVILL■ ARKANBA• City of Fayetteville RFP 23-15, Park Impact Fee Study Contract — Between City of Fayetteville, AR and MGT of America Consulting, LLC This contract executed this 21 day of November , 2023, between the City of Fayetteville, Arkansas (City), of 113 W. Mountain, Fayetteville, AR 72701 and MGT of America Consulting, LLC (MGT) of 4320 West Kennedy Blvd., Ste 200, Tampa, FL 33609, in consideration of the mutual covenants contained herein, the parties agree as follows: 1. Purpose: The purpose of this Contract is to provide the terms and conditions necessary for the preparation of a Park Impact Fee Study for the City of Fayetteville (the "Project"), and if approved by the City Council, work to modify relevant ordinances to implement the new fee structure. 2. Contract Documents: The Contract documents which comprise the contract between the City of Fayetteville and MGT consist of this Contract and the following documents attached hereto, and made a part hereof: a. Appendix A: Scope of Work & Fees b. Appendix B: City Issued Solicitation for RFP 23-15, Park Impact Fee Study c. Appendix C: MGT's RFP Submittal d. Appendix D: MGT's Certificate of Insurance 3. City's Responsibilities: a. The City shall make available to MGT, all relevant information or data it has pertinent to the Project which is required by MGT to perform the Services. MGT shall be entitled to rely upon the accuracy and completeness of all information and data furnished by the City, including information and data originating with other consultants employed by the City whether such consultants are engaged at the request of MGT or otherwise. Where such information or data originates either with the City or its consultants then MGT shall not be responsible to the City for the consequences of any error or omission contained therein. b. When requested by MGT, the City may engage specialist consultants directly to perform items of work necessary to enable MGT to carry out the Services. Whether arranged by the City or MGT, these services shall be deemed to be provided under direct contracts to the City unless expressly provided otherwise. If the City chooses not to engage specialist consultants, then the Parties will work cooperatively to modify the scope of services to reflect any reductions or additions to the services to be provided by MGT. c. The City shall give prompt consideration to all documentation related to the Project prepared by MGT and whenever prompt action is necessary shall inform MGT of City's decisions in such reasonable time so as not to delay the schedule for providing the Services. City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Contract: MGT of America Consulting, LLC Page 1 of 6 d. The City of Fayetteville's Park Planning Superintendent is the project representative with respect to the services to be performed under this Agreement. The Park Planning Superintendent shall have complete authority to transmit instructions, receive information, interpret and define policies and decisions with respect to materials, equipment, elements and systems to be used in the Project, and other matters pertinent to the services covered by this Agreement. 4. MGT's Responsibilities: a. MGT shall furnish the necessary qualified personnel to provide the Services. MGT represents that it has access to the experience and capability necessary to and agrees to perform the Services with the reasonable skill and diligence required by customarily accepted professional practices and procedures normally provided in the performance of the Services at the time when and the location in which the Services were performed. This undertaking does not imply or guarantee a perfect Project and in the event of failure or partial failure of the product or the Services, MGT will be liable only for its failure to exercise diligence, reasonable care, and professional skill. This standard of care is the sole and exclusive standard of care that will be applied to measure MGT's performance. There are no other representations or warranties expressed or implied made by MGT. In particular, but not by way of limitation, no implied warranty of merchantability or fitness for a particular purpose shall apply to the Services provided by MGT nor shall MGT warrant or guarantee economic, market or financial conditions, proforma projections, schedules for public agency approvals, or other factors beyond MGT's reasonable control. 5. Non -Assignment: MGT, and their sub -consultant, DTA Consulting, shall not assign its duties under the terms of this agreement without prior written consent of the City. 6. Indemnification and Hold Harmless: a. MGT agrees to hold the City of Fayetteville harmless and indemnify the City of Fayetteville, but not defend, against any and all claims for property damage, personal injury or death, arising from MGT's performance under this contract. This clause shall not, in any form or manner, be construed to waive that tort immunity set forth under Arkansas Law. b. Notwithstanding anything to the contrary, the total amount of all claims the City of Fayetteville may have against MGT under this contract or arising from the performance or non- performance of the services under any theory of law, including but not limited to claims for negligence, negligent misrepresentation and breach of contract, shall not exceed $500,000. As the City of Fayetteville's sole and exclusive remedy under this contract any claim, demand or suit shall be directed and/or asserted only against MGT and not against any of MGT's City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Contract: MGT of America Consulting, LLC Page 2 of 6 employees, officers or directors. Neither the City of Fayetteville nor MGT shall be liable to the other or shall make any claim for any incidental, indirect or consequential damages arising out of or connected to this contract or the performance of the services on this project. This mutual waiver includes, but is not limited to, damages related to loss of use, loss of profits, loss of income, unrealized energy savings, diminution of property value or loss of reimbursement or credits from governmental or other agencies. 7. Insurance: MGT shall furnish a certificate of insurance addressed to the City of Fayetteville within ten (10) calendar days after contract finalization, presenting insurance which shall be maintained throughout the term of the Contract in compliance with the terms of RFP 23-15. If applicable, MGT shall require any subcontractor to provide insurance. In the event any employee engaged in work on the project under this contract is not protected under Worker's Compensation insurance, MGT shall provide and shall cause each subcontractor to provide adequate employer's liability insurance for the protection of such of their employees are not otherwise protected. Worker's Compensation coverage shall be applicable with state law. 8. Price: a. MGT of America Consulting, LLC shall perform the services included in this proposal for a not - to -exceed fee of $48,325.00. i. MGT shall strive to make decisions based on what is best for the City. As such, the MGT compensation is structured as a not -to -exceed fee, with billing to be completed on a monthly basis until completion of project. Monthly invoice shall include a breakdown of completed tasks and/or deliverables for the previous month. b. Additional services requested that fall outside the scope of this project shall be provided on a time -and -materials basis using the combined blended rate of $225/hour, with all expenses billed at cost, subject to pre -approval. 9. Payments: a. Payments shall be made after approval and acceptance of each itemized invoice, which shall not be unreasonably withheld. b. Unless disputed by the City, payments shall be made 30 calendar days after acceptance of invoice. Electronic delivery to the City is preferred. 10. Terms: All work as required in the Appendix A — Scope of work shall be completed within 210 calendar days of contract approval from Fayetteville City Council. 11. Ownership of Documents: a. All documents provided by the City are and remain the property of the City. MGT may retain City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Contract: MGT of America Consulting, LLC Page 3 of 6 reproduced copies of drawings and copies of other documents. b. All documents and records, whether in physical or electronic format, prepared by MGT or its subconsultant as part of the Project shall become the property of City; provided, however, that MGT shall have the unrestricted right to their use. c. MGT shall retain its rights in its standard document details, specifications, databases, computer software, and other proprietary property. Rights to intellectual property developed, utilized, or modified in the performance of the Services shall remain the property of MGT. d. MGT will grant the City, the State of Arkansas, and the United States of America a royalty -free, non- exclusive and irrevocable license to publish, reproduce and use, and dispose of in any manner and for any purpose without limitation, and to authorize or ratify publication, reproduction or use by others, of all copyrightable material first produced or composed under this agreement by the contractor, its employees or any individual or concern specifically employed or assigned to originate and prepare such material. 12. Independent Contractor: MGT is an independent contractor of the City and shall maintain complete responsibility for applicable state or federal law on unemployment insurance, withholding taxes, social security, or other industrial, labor or discrimination law for its employees. MGT is responsible for its agents, sub -consultants, methods, and operations. 13. Notices: Any notice required to be given under this Agreement to either party to the other shall be sufficient if addressed and mailed, certified mail, postage paid, delivery, e-mail or fax (receipt confirmed), or overnight courier. 14. Freedom of Information Act: City of Fayetteville contracts and documents prepared while performing city contractual work are subject to the Arkansas Freedom of Information Act. If a Freedom of Information Act request is presented to the City of Fayetteville, the contractor will do everything possible to provide the documents in a prompt and timely manner as prescribed in the Arkansas Freedom of Information Act (A.C.A. 25-19-101 et. Seq.). Only legally authorized photo coping costs pursuant to the FOIA may be assessed for this compliance. 15. Termination: This Contract may be terminated by the City of Fayetteville or MGT for any reason with thirty (30) days written notice. If either party breaches this agreement, the non -defaulting party may terminate this Agreement after giving seven (7) days' notice to remedy the breach. On termination of this agreement, the City shall pay MGT for the services performed through the date of termination within thirty (30) days of acceptance of final invoice. City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Contract: MGT of America Consulting, LLC Page 4 of 6 16. Changes in Scope or Price: Changes, modifications, or amendments in scope, price or fees to this contract shall not be allowed without a prior formal contract amendment approved by the Mayor and the City Council in advance of the change in scope, cost or fees. No modification of this contract shall be binding unless made in writing and executed by both parties. 17. Applicable Law: This Agreement shall be governed by and construed in accord with the laws of the State of Arkansas. Venue for all legal disputes shall be Washington County, Arkansas. 18. Contract Administration: The Mayor or their Designated Representative shall be the Contract Administrator for this contract. MGT's Principal or their Designated Representative shall be the primary contact for all matters pertaining to this contract. 19. Professional Responsibility: MGT shall exercise reasonable skill, care, and diligence in the performance of services and will carry out its responsibilities in accordance with customarily accepted professional practices. 20. Permits & Licenses: MGT shall secure and maintain any and all permits and licenses required to complete this Contract. 21. Publications: Recognizing the importance of professional development on the part of MGT's employees and the importance of MGT's public relations MGT may prepare publications, such as technical papers, articles for periodicals, promotional materials, and press releases, in electronic or other format, pertaining to MGT's services for the Project. Such publications will be provided to CITY OF FAYETTEVILLE in draft form for CITY OF FAYETTEVILLE's advance review. CITY OF FAYETTEVILLE shall review such drafts promptly and provide CITY OF FAYETTEVILLE's comments to MGT, CITY OF FAYETTEVILLE may require deletion of proprietary data or confidential information from such publications, but otherwise CITY OF FAYETTEVILLE will not unreasonably withhold approval. Approved materials may be used in a variety of situations and do not require additional review or approval for each use. The cost of MGT's activities pertaining to any such publication shall be for MGT's account. 22. Entire Agreement: These Contract documents constitute the entire agreement between the City of Fayetteville and MGT and may be modified only by a duly executed written instrument signed by the City of Fayetteville and MGT. In the event of a conflict between the terms of this Contract and the appendices, this Contract and the terms and conditions contained in Appendix B shall control. 23. Force Majeure: Any default in the performance of this Agreement caused by any of the following events and without fault or negligence on the part of the defaulting party shall not constitute a breach of contract: labor strikes, riots, war, acts of governmental authorities, unusually severe weather conditions or other natural catastrophe, disease, epidemic or pandemic, or any other cause beyond the reasonable City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Contract: MGT of America Consulting, LLC Page 5 of 6 control or contemplation of either party. Nothing herein relieves the City of its obligation to pay MGT for services actually rendered. 24. Severability: In the event that any court of competent jurisdiction shall determine that any provision of this agreement shall be unenforceable, then that provision shall be deemed to be null and void and the remaining provisions hereof shall remain in full force and effect. 25. Debarment Certification: MGT hereby provides debarment/suspension certification indicating compliance with the below Federal Executive Order. Federal Executive Order (E.O.) 12549 "Debarment and Suspension" requires that all contractors receiving individual awards, using federal funds, and all sub -recipients certify that the organization and its principals are not debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded by any Federal department or agency from doing business with the Federal Government. MGT hereby attests its principal is not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any federal department or agency. IN WITNESS WHEREOF, CITY OF FAYETTEVILLE, ARKANSAS by and through its Mayor, and MGT OF AMERICA CONSULTING, LLC by its authorized officer has made and executed this Agreement as of the day and year first above written. MGT OF AMERICA CONSULTING, LLC By: (4�1� PATRICKJ. DYER, VICE PRESIDENT ATTEST: 7RE� �1" , By: Kara Paxton, City Cler Treasure Date Signed: Noye�'►'Ibe r Z�4�-3 Date Signed: City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Contract: MGT of America Consulting, LLC Page 6 of 6 October 19, 2023 CONTRACT FOR PROFESSIONAL SERVICES RFP 23-15, Park Impact Fee Study APPENDIX A Scope of Work & Fees 1. INTRODUCTION: MGT of America Consulting LLC (MGT or Consultant) shall provide services in preparing a Park Impact Fee Study to assist and allow the City of Fayetteville to determine if transitioning from its current Park Land Dedication Ordinance to a Park Impact Fee is beneficial or if another option is more beneficial. If a new direction is chosen, additional work will include evaluating and updating the Uniformed Development Code as it pertains to the new direction or Park Impact Fee. The consultant will prepare recommended revisions to the Unified Development Code to allow the city to smoothly transition from the current Park Land Dedication Ordinance to the new Park Impact Fee Ordinance or other option. 2. SCOPE OF WORK: MGT shall perform the following: A. Protect Kick Off / Data Collection: Consultant shall prepare and forward to the City's Project Manager a data needs memo. The Consultant shall meet (Online) with key members of the City's staff to receive the data, identify, refine the project schedule, and discuss major technical and policy issues. B. Initial Review: The Consultant shall review the existing Park Land Dedication (PLD) ordinance, Arkansas Impact Fee Law, and the benefits of other ways to assess impact by new residential development to the park system and make recommendations on alternatives to impact fees if other methods seem practical and beneficial. The Consultant shall study and detail the pros and cons of possible options to help determine if moving to a park impact fee is the best course of action for the city. City staff will use this information to determine the direction forward. Consultant shall then assist City staff to replace the existing PLD ordinance with a legally defensible park impact fee ordinance or other method that is determined during this phase of work. C. Additional Review and Study: City staff will provide information it has to the Consultant to use in the development of the updated apportionment methodology. The City will provide budget information and data to help support development of the assessment methodology. Park impact fees or other method shall be calculated to provide for land acquisition, public park facilities, equipment, and infrastructure needed to support growth based on forecasts of new development over a 10-year period. The impact fee analysis shall consider existing fees, recommended fees, and be compared to both surrounding and comparable municipalities to ensure reasonableness, consistency, and feasibility. Note that the city may elect to go with a fee less than justified to assist in promoting other city goals such as affordable housing. D. Growth Analysis: The Consultant shall analyze current and anticipated growth forecasts and the cost for land and park improvements. The Consultant shall provide a determination on whether the current and anticipated future growth of the City is proportionately funding the additional infrastructure needed to accommodate it, with existing revenue sources. This analysis shall include detailed explanations of the findings and methodologies used to make the determination. City of Fayetteville, AR and MGT of America Consulting LLC. APPENDIX A — SCOPE OF WORK AND FEES Page 1 of 3 E. Impact Fee Methodologies: The procedure shall meet the rational nexus test, which is the underpinning of fairness in allocating impact fees. The methodologies, which must be easy to understand and to implement, must provide impact fees (or other chosen method) for a wide range of residential developments, such as single-family, multi -family, and student housing. The Consultant shall review and make recommendations on the existing residential developments to differentiate the various impact fees charged to new development. Consultant shall identify any legal consideration for the recommended impact fee schedule including the minimum requirements for a legally defensible impact fee system pursuant to City, County, State and Federal regulations. F. Draft Summary Technical Report: The Consultant shall prepare a single compiled report for all impact fees that document the fee study results, including a description of the background information, overall assumptions, approach, methodology, findings, supporting justification, recommended fee amount(s), and the calculations that provide the legal nexus between the recommended impact fee and new development. The report shall also include full fee schedule tables showing input data, interim calculation results, and abbreviated fee schedule tables. During this phase, the Consultant shall prepare and submit to City staff a 50% draft and a 90% draft. The City will provide written feedback on the drafts and status reports to be used as direction for the consultants. G. Final Technical Report: The Consultant shall develop a final study after receiving the written review by City staff of the summary technical report. H. Meetings and Presentations: The Consultant shall attend and present the study at up to two (2) City Council meetings/public hearings. I. Adoption: If the study is adopted by the City Council the consultant shall assist the city in preparing revisions to the City's Unified Development Code necessary to inact the direction taken by the City Council. 3. PRICING: A. MGT of America Consulting, LLC shall perform the services included in this proposal for a not -to - exceed fee of $48,325.00. MGT shall strive to make decisions based on what is best for the City. As such, the MGT compensation is structured as a not -to -exceed fee, with billing to be completed on a monthly basis until completion of project. Monthly invoice shall include a breakdown of completed tasks and/or deliverables for the previous month. B. Additional services requested that fall outside the scope of this project shall be provided on a time - and -materials basis using the combined blended rate of $225/hour, with all expenses billed at cost, subject to pre -approval. 4. TIMEFRAME & PROPOSED SCHEDULE: A. Any adjustments to proposed schedule shall be coordinated through City staff: City of Fayetteville, AR and MGT of America Consulting LLC. APPENDIX A — SCOPE OF WORK AND FEES Page 2 of 3 Tnk Description Weeks Weeks Weeks Weeks Weeks Weeks Week 26 1 Review Ordinances, State Laws, and Administrative Decisions Related to Impact Fees 2 Development of Project Strategy and Kickoff Meeting 3 Develop Population and Demographic Projections 4 Review Facility/Capital Needs and Levels of Service 5 Develop Methodology for Calculating New Fee Amounts 6 Determine Fee Levels and Generate Cash Flow Analysis 7 Prepare Draft and Final Reports B Outline Tasks Required for the Implementation and Administration of the Fee Program and Fee Credits Program B Attend Two (2) In -Person Meetings, Plus Regular Virtual Meetings for Bi-Weekly Updates 10 Adoption: If Necessary, revisions to the City's Unified Development Code Ongoing Communication, Education, and Outreach of Project City of Fayetteville, AR and MGT of America Consulting LLC. APPENDIXA — SCOPE OF WORK AND FEES Page 3 of 3 I is CITY OF FAYETTEVILLE ARKANSAS City of Fayetteville, Arkansas Purchasing Division — Room 306 113 W. Mountain Fayetteville, AR 72701 Phone: 479.575.8256 TDD (Telecommunication Device for the Deaf): 479.521.1316 Request for Proposal: RFP 23-15, Park Impact Fee Study DEADLINE: Wednesday, August 9, 2023 before 2:00 PM, local time SR. PURCHASING AGENT: Amanda Beilfuss, abeilfuss@fayetteville-ar.gov DATE OF ISSUE AND ADVERTISEMENT: 07/16/2023 REQUEST FOR PROPOSAL RFP 23-15, Park Impact Fee Study No late proposals shall be accepted. RFP's shall be submitted through the City's third -party electronic bidding platform or by submitting a sealed physical proposal to the City of Fayetteville, Purchasing Division at the below location. City of Fayetteville Purchasing Division — Room 306 113 West Mountain Street Fayetteville, AR 72701 All proposals shall be submitted in accordance with the attached City of Fayetteville specifications and documents attached hereto. Each Proposer is required to fill in every blank and shall supply all information requested; failure to do so may be used as basis of rejection. The undersigned hereby offers to furnish & deliver the articles or services as specified, at the prices & terms stated herein, and in strict accordance with the specifications and general conditions of bidding, all of which are made a part of this offer. This offer is not subject to withdrawal unless upon mutual written agreement by the Proposer/Bidder and City Purchasing Director. City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 1 of 18 City of Fayetteville RFP 23-15, Park Impact Fee Study Advertisement City of Fayetteville, AR Request for Proposal RFP 23-15, Park Impact Fee Study The City of Fayetteville, Arkansas, seeks proposals from qualified consulting firms to develop a comprehensive Park Impact Fee Study for the City of Fayetteville. Any questions regarding this solicitation process shall be directed to Amanda Beilfuss, City of Fayetteville Sr. Purchasing Agent at abeilfuss@fayetteville-ar.gov or (479) Solicitation documents and addenda shall be obtained at the City of Fayetteville Purchasing Division's electronic bidding platform at www.fayetteville-ar.gov/bids. All proposals shall be received by Wednesday, August 9, 2023 before 2:00 PM, Local Time utilizing the electronic bidding software or by submitting a sealed physical proposal to the City of Fayetteville, Purchasing Division. All proposals are due before the time stated. No late proposals shall be accepted. Submitting electronically is strongly encouraged. The City of Fayetteville shall not be responsible for lost or misdirected proposals, or for failure of proposer's technical equipment. All interested parties shall be qualified to do business and licensed in accordance with all applicable laws of the state and local governments where the project is located. Any entity performing a service for the City of Fayetteville shall be registered with the Arkansas Secretary of State prior to contract award. The City of Fayetteville reserves the right to reject any or all Proposals and to waive irregularities therein, and all parties agree that such rejection shall be without liability on the part of the City of Fayetteville for any damage or claim brought by any interested party because of such rejections, nor shall any interested party seek any recourse of any kind against the City of Fayetteville because of such rejections. The filing of any Statement in response to this invitation shall constitute an agreement of the interested party to these conditions. City of Fayetteville By: Amanda Beilfuss, Sr. Purchasing Agent P: 479.575.8220 abeilfuss@fayetteville-ar.gov TDD (Telecommunications Device for the Deaf): (479) 521-1316 Date of advertisement: 07/16/2023 This publication was paid for by the Purchasing Division of the City of Fayetteville, Arkansas. Amount paid: $XXX.XX City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 2 of 18 City of Fayetteville RFP 23-15, Park Impact Fee Study Appendix SECTION: PAGE NUMBER Cover Page 01 Advertisement 02 SECTION A: General Terms & Conditions 04 SECTION B: Scope of Services and General Information 12 SECTION C: Submittal Signature 17 City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 3 of 18 City of Fayetteville RFP 23-15, Park Impact Fee Study SECTION A: General Terms & Conditions 1. SUBMISSION OF A PROPOSAL SHALL INCLUDE: Each proposal shall contain the following at a minimum. Proposer must also address detailed requirements as specified in the Scope of Work. a. A written narrative describing the method or manner in which the Proposer proposes to satisfy requirements of this RFP in the most cost-effective manner. The term Proposer shall be in reference to a firm or individual responding to this solicitation. b. A description of the Proposer's experience in providing the same or similar services as outlined in the RFP. This description should include the names of the person(s) who will provide the services, their qualifications, and the years of experience in performing this type of work. Also, include the reference information requested in this RFP. c. The complete fee and cost to the City for all services outlined in this RFP. d. Statement should be no more than twenty-five (25) pages; single sided, standard, readable, print on standard 8.5x11 documents. Proposers shall also submit a three (3) page (maximum) executive summary. The following items will not count toward the twenty-five page limitation: appendix, cover sheet, 3-page executive summary, resumes (resumes shall be no more than 1 page per person), and forms provided by the City for completion. Submitting and responding to this RFP: Proposals shall be prepared simply and economically, providing a straightforward, concise description of its ability to meet the requirements for the project. Fancy bindings, colored displays, and promotional material are not required. Emphasis should be on completeness and clarity of content. All documents physically submitted should be typewritten on standard 8 %" x 11" white papers and bound in one volume. Exceptions would be schematics, exhibits, one -page resumes, and City required forms. Limit proposal to twenty-five (25) pages or less, excluding one -page team resumes, references, and forms required by the City for completion. All proposals shall be sealed upon delivery to the City of Fayetteville. 1. Option 1 —Electronic Submittal (strongly encouraged): Proposers can go to www.fayetteville-ar.gov/bids and follow the prompts to submit a proposal within the electronic bidding platform. If a proposal is submitted electronically, a physical submission is not necessary. All Proposers must register in order to be able to submit. There is no fee for registration. 2. Option 2 — Physical Submittal: All Proposers shall submit one (1) original copy of their proposal as well as one (1) electronic copy on a properly labeled USB or other electronic media device. The electronic copy submitted shall be contained into one single file. Electronic file and shall be identical to the hard copies provided. The use of Adobe PDF documents is strongly recommended. Files contained on an USB or City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 4 of 18 electronic media shall not be restricted against saving or printing. Electronic copies shall not be submitted via e-mail to City employees by the Proposer and shall be provided to the City in a sealed manner. Fed Ex, UPS, USPS, or other packages should be clearly marked with the RFP number on the outside of the mailing package. e. Proposals will be reviewed following the stated deadline, as shown on the cover sheet of this document. Only the names of Proposer's will be available after the deadline until a contract has been awarded by the Fayetteville City Council. All interested parties understand proposal documents will not be available until after a valid contract has been executed. f. Proposers shall submit a proposal based on documentation published by the Fayetteville Purchasing Division. g. Proposals must follow the format of the RFP. Proposers should structure their responses to follow the sequence of the RFP. h. Proposers shall have experience in work of the same or similar nature and must provide references that will satisfy the City of Fayetteville. Proposer shall furnish a reference list of clients for whom they have performed similar services and must provide information as requested in this document. i. Proposer is advised that exceptions to any of the terms contained in this RFP or the attached service agreement must be identified in its response to the RFP. Failure to do so may lead the City to declare any such term non-negotiable. Proposer's desire to take exception to a non-negotiable term will not disqualify it from consideration for award. j. Local time shall be defined as the time in Fayetteville, Arkansas on the due date of the deadline. Documents shall be received before the deadline time as shown by the atomic clock located in the Purchasing Division Office or electronic clock located in the City's third -party bidding software. 2. WRITTEN REQUESTS FOR INTERPRETATIONS OR CLARIFICATION: No oral interpretations will be made to any firms as to the meaning of specifications or any other contract documents. All questions pertaining to the terms and conditions or scope of work of this proposal must be sent in writing via e-mail to the Purchasing Department. Responses to questions may be handled as an addendum if the response would provide clarification to the requirements of the proposal. All such addenda shall become part of the contract documents. The City will not be responsible for any other explanation or interpretation of the proposed RFP made or given prior to the award of the contract. 3. DESCRIPTION OF SUPPLIES AND SERVICES: Any manufacturer's names, trade name, brand name, catalog number, etc. used in specifications are for the purpose of describing and establishing general quality levels. Such references are NOT intended to be restrictive. Proposals shall be considered for all brands that meet the quality of the specifications listed for any items. 4. RIGHTS OF CITY OF FAYETTEVILLE IN REQUEST FOR PROPOSAL PROCESS: In addition to all other rights of the City of Fayetteville, under state law, the City specifically reserves the right to the following: City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 5 of 18 a. The City of Fayetteville reserves the right to rank firms and negotiate with the highest-ranking firm. Negotiation with an individual Proposer does not require negotiation with others. b. The City of Fayetteville reserves the right to select the proposal it believes will serve the best interest of the City. c. The City of Fayetteville reserves the right to accept or reject any or all proposals. d. The City of Fayetteville reserves the right to cancel the entire request for proposal. e. The City of Fayetteville reserves the right to remedy or waive technical or immaterial errors in the request for proposal or in proposals submitted. f. The City of Fayetteville reserves the right to request any necessary clarifications, additional information or proposal data without changing the terms of the proposal. g. The City of Fayetteville reserves the right to make selection of the Proposer to perform the services required on the basis of the original proposals without negotiation. h. The City reserves the right to ask for a best and final offer from one or more Proposers. The best and final offer process is not guaranteed; therefore, Proposers shall submit and respond to this RFP on the most favorable terms available. 5. EVALUATION CRITERIA: The evaluation criterion defines the factors that will be used by the selection committee to evaluate and score responsive, responsible and qualified proposals. Proposers shall include sufficient information to allow the selection committee to thoroughly evaluate and score proposals. Each proposal submitted shall be evaluated and ranked by a selection committee. The contract will be awarded to the most qualified Proposer, per the evaluation criteria listed in this RFP. Proposers are not guaranteed to be ranked. 6. COSTS INCURRED BY PROPOSERS: All expenses involved with the preparation and submission of proposals to the City, or any work performed in connection therewith, shall be borne solely by the Proposer(s). No payment will be made for any responses received, or for any other effort required of, or made by, the Proposer(s) prior to contract commencement. 7. ORAL PRESENTATION: An oral presentation and/or interview may be requested of any firm, at the selection committee's discretion. 8. CONFLICT OF INTEREST: a. The Proposer represents that it presently has no interest and shall acquire no interest, either direct or indirect, which would conflict in any manner with the performance or services required hereunder, as provided in City of Fayetteville Code Section 34.26 titled "Limited Authority of City Employee to Provide Services to the City". The Proposer shall promptly notify Amanda Beilfuss, City Sr. Purchasing Agent, in writing, of all potential conflicts of interest for any prospective business association, interest, or other circumstance City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 6 of 18 which may influence or appear to influence the Proposer's judgment or quality of services being provided. Such written notification shall identify the prospective business association, interest or circumstance, the nature of which the Proposer may undertake and request an opinion to the City as to whether the association, interest or circumstance would, in the opinion of the City, constitute a conflict of interest if entered into by the Proposer. The City agrees to communicate with the Proposer its opinion via e-mail or first-class mail within thirty days of receipt of notification. 9. WITHDRAWAL OF PROPOSAL: A proposal may be withdrawn prior to the time set for the proposal submittal based on a written request from an authorized representative of the firm; however, a proposal shall not be withdrawn after the time set for the proposal. 10. LATE PROPOSAL OR MODIFICATIONS: Proposal and modifications received after the time set for the proposal submittal shall not be considered. Modifications in writing received prior to the deadline will be accepted. The City will not be responsible for misdirected bids. Proposers refer to their submission status in the online bidding portal or call the Purchasing Division at (479) 575-8220 to ensure receipt of their submittal documents prior to opening time and date listed. b. The time set for the deadline shall be local time for Fayetteville, AR on the date listed. All proposals shall be received in the Purchasing Division BEFORE the deadline stated. The official clock to determine local time shall be the atomic clock located in the Purchasing Division, Room 306 of City Hall, 113 W. Mountain, Fayetteville, AR. 11. LOCAL, STATE, AND FEDERAL COMPLIANCE REQUIREMENTS: The laws of the State of Arkansas apply to any purchase made under this request for proposal. Proposers shall comply with all constitutional, state, and federal directives, orders and laws as applicable to this proposal and subsequent contract(s) including but not limited to Equal Employment Opportunity (EEO), Disadvantaged Business Enterprises (DBE), & OSHA as applicable to this contract. 12. PROVISION FOR OTHER AGENCIES: Unless otherwise stipulated by the Proposer, the Proposer agrees to make available to all Government agencies, departments, municipalities, and counties, the proposal prices submitted in accordance with said proposal terms and conditions therein, should any said governmental entity desire to buy under this proposal. Eligible users shall mean all state of Arkansas agencies, the legislative and judicial branches, political subdivisions (counties, local district school boards, community colleges, municipalities, counties, or other public agencies or authorities), which may desire to purchase under the terms and conditions of the contract. 13. COLLUSION: The Proposer, by affixing his or her signature to this proposal, agrees to the following: "Proposer certifies that their proposal is made without previous understanding, agreement, or connection with any person, firm or corporation making a proposal for the same item(s) and/or services and is in all respects fair, without outside control, collusion, fraud, or otherwise illegal action." City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 7 of 18 14. RIGHT TO AUDIT, FOIA, AND JURISDICITON: a. The City of Fayetteville reserves the privilege of auditing a Contractor's records as such records relate to purchases between the City and said Contractor. b. Freedom of Information Act: City contracts and documents prepared while performing City contractual work are subject to the Arkansas Freedom of Information Act. If a Freedom of Information Act request is presented to the City of Fayetteville, the (contractor) will do everything possible to provide the documents in a prompt and timely manner as prescribed in the Arkansas Freedom of Information Act (A.C.A. §25-19-101 et. seq.). Only legally authorized photocopying costs pursuant to the FOIA may be assessed for this compliance. c. Legal jurisdiction to resolve any disputes shall be Arkansas with Arkansas law applying to the case. 15. CITY INDEMNIFICATION: The successful Proposer(s) agrees to indemnify the City and hold it harmless from and against all claims, liability, loss, damage or expense, including but not limited to counsel fees, arising from or by reason of any actual or claimed trademark, patent or copyright infringement or litigation based thereon, with respect to the services or any part thereof covered by this order, and such obligation shall survive acceptance of the services and payment thereof by the City. 16. VARIANCE FROM STANDARD TERMS & CONDITIONS: All standard terms and conditions stated in this request for proposal apply to this contract except as specifically stated in the subsequent sections of this document, which take precedence, and should be fully understood by Proposers prior to submitting a proposal on this requirement. 17. ADA REQUIREMENT FOR PUBLIC NOTICES & TRANSLATION: Persons with disabilities requiring reasonable accommodation to participate in this proceeding/event, should call 479.521.1316 (telecommunications device for the deaf), no later than seven days prior to the deadline. Persons needing translation of this document shall contact the City of Fayetteville, Purchasing Division, immediately. 18. CERTIFICATE OF INSURANCE: The successful Proposer shall provide a Certificate of Insurance of professional liability insurance in the amount of $1 million US dollars, at minimum. Such Certificate of Insurance shall list the City as an additional insured and not be required unless firm is selected. 19. PAYMENTS AND INVOICING: The Proposer must specify in their proposal the exact company name and address which must be the same as invoices submitted for payment as a result of award of this RFP. Further, the successful Proposer is responsible for immediately notifying the Purchasing Division of any company name change, which would cause invoicing to change from the name used at the time of the original RFP. Payment will be made within thirty days of invoice received. The City of Fayetteville is very credit worthy and will not pay any interest or penalty for untimely payments. Payments can be processed through Proposer's acceptance of Visa at no additional costs to the City for expedited payment processing. The City will not agree to allow any increase in hourly rates by the contract without PRIOR Fayetteville City Council approval. City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 8 of 18 20. CANCELLATION: a. The City reserves the right to cancel this contract without cause by giving thirty (30) days prior notice to the Contractor in writing of the intention to cancel or with cause if at any time the Contractor fails to fulfill or abide by any of the terms or conditions specified. Failure of the contractor to comply with any of the provisions of the contract shall be considered a material breach of contract and shall be cause for immediate termination of the contract at the discretion of the City of Fayetteville. c. In addition to all other legal remedies available to the City of Fayetteville, the City reserves the right to cancel and obtain from another source, any items and/or services which have not been delivered within the period of time from the date of order as determined by the City of Fayetteville. d. In the event sufficient budgeted funds are not available for a new fiscal period, the City shall notify the Contractor of such occurrence and contract shall terminate of the last day of the current fiscal period without penalty or expense to the City. 21. ASSIGNMENT. SUBCONTRACTING. CORPORATE ACQUISITIONS AND/OR MERGERS: a. The Contractor shall perform this contract. No assignment of subcontracting shall be allowed without prior written consent of the City. If a Proposer intends to subcontract a portion of this work, the Proposer shall disclose such intent in the proposal submitted as a result of this RFP. b. In the event of a corporate acquisition and/or merger, the Contractor shall provide written notice to the City within thirty (30) calendar days of Contractor's notice of such action or upon the occurrence of said action, whichever occurs first. 22. NON-EXCLUSIVE CONTRACT: Award of this RFP shall impose no obligation on the City to utilize the Contractor for all work of this type, which may develop during the contract period. This is not an exclusive contract. The City specifically reserves the right to concurrently contract with other companies for similar work if it deems such an action to be in the City's best interest. In the case of multiple -phase contracts, this provision shall apply separately to each item. 23. LOBBYING: Lobbying of selection committee members, City of Fayetteville employees, or elected officials regarding request for proposals, request for qualifications, bids or contracts, during the pendency of bid protest, by the bidder/proposer/protestor or any member of the bidder's/proposer's/protestor's staff, and agent of the bidder/proposer/protestor, or any person employed by any legal entity affiliated with or representing an organization that is responding to the request for proposal, request for qualification, bid or contract, or has a pending bid protest is strictly prohibited either upon advertisement or on a date established by the City of Fayetteville and shall be prohibited until either an award is final or the protest is finally resolved by the City of Fayetteville; provided, however, nothing herein shall prohibit a prospective/bidder/proposer from contacting the Purchasing Division to address situations such as clarification and/or questions related to the procurement process. For purposes of this provision lobbying activities shall include but not be limited to, influencing or attempting to influence action or non -action in connection with any request for proposal, City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 9 of 18 request for qualification, bid or contract through direct or indirect oral or written communication or an attempt to obtain goodwill of persons and/or entities specified in this provision. Such actions may cause any request for proposal, request for qualification, bid or contract to be rejected. 24. ADDITIONAL REQUIREMENTS: The City reserves the right to request additional services relating to this RFP from the Proposer. When approved by the City as an amendment to the contract and authorized in writing prior to work, the Contractor shall provide such additional requirements as may become necessary. 25. SERVICES AGREEMENT: A written agreement, in substantially the form attached, incorporating the RFP and the successful proposal will be prepared by the City, signed by the successful Proposer and presented to the City of Fayetteville for approval and signature of the Mayor. 26. INTEGRITY OF REQUEST FOR PROPOSAL (RFP) DOCUMENTS: Proposers shall use the original RFP form(s) provided by the Purchasing Division and enter information only in the spaces where a response is requested. Proposers may use an attachment as an addendum to the RFP form(s) if sufficient space is not available on the original form for the Proposer to enter a complete response. Any modifications or alterations to the original RFP documents by the Proposer, whether intentional or otherwise, will constitute grounds for rejection of such RFP response. Any such modifications or alterations a Proposer wishes to propose shall be clearly stated in the Proposer's RFP response and presented in the form of an addendum to the original RFP documents. 27. OTHER GENERAL CONDITIONS: a. Proposers must provide the City with their proposals signed by an employee having legal authority to submit proposals on behalf of the Proposer. The entire cost of preparing and providing responses shall be borne by the Proposer. b. The City reserves the right to request any additional information it deems necessary from any or all Proposers after the submission deadline. This solicitation is not to be construed as an offer, a contract, or a commitment of any kind; nor does it commit the City to pay for any costs incurred by Proposer in preparation. It shall be clearly understood that any costs incurred by the Proposer in responding to this request for proposal is at the Proposer's own risk and expense as a cost of doing business. The City of Fayetteville shall not be liable for reimbursement to the Proposer for any expense so incurred, regardless of whether or not the proposal is accepted. d. If products, components, or services other than those described in this bid document are proposed, the Proposer must include complete descriptive literature for each. All requests for additional information must be received within five working days following the request. e. Any uncertainties shall be brought to the attention to Amanda Beilfuss immediately via telephone (479.575.8220) or e-mail (abeilfuss@fayetteville-ar.gov). It is the intent and goal of the City of Fayetteville Purchasing Division to provide documents providing a clear and accurate understanding City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 10 of 18 of the scope of work to be completed and/or goods to be provided. We encourage all interested parties to ask questions to enable all Proposers to be on equal terms. f. Any inquiries or requests for explanation in regard to the City's requirements should be made promptly to Amanda Beilfuss, City of Fayetteville, Sr. Purchasing Agent via e-mail (abeilfuss@fayetteville-ar.gov) or telephone (479.575.8220). No oral interpretation or clarifications will be given as to the meaning of any part of this request for proposal. All questions, clarifications, and requests, together with answers, if any, will be provided to all firms via written addendum. Names of firms submitting any questions, clarifications, or requests will not be disclosed until after a contract is in place. g. At the discretion of the City, one or more firms may be asked for more detailed information before final ranking of the firms, which may also include oral interviews. h. Any information provided herein is intended to assist the Proposer in the preparation of proposals necessary to properly respond to this RFP. The RFP is designed to provide qualified Proposers with sufficient basic information to submit proposals meeting minimum specifications and/or test requirements but is not intended to limit a RFP's content or to exclude any relevant or essential data. i. Proposers irrevocably consent that any legal action or proceeding against it under, arising out of or in any manner relating to this Contract shall be controlled by Arkansas law. Proposer hereby expressly and irrevocably waives any claim or defense in any said action or proceeding based on any alleged lack of jurisdiction or improper venue or any similar basis. The successful Proposer shall not assign the whole or any part of this Contract or any monies due or to become due hereunder without written consent of City of Fayetteville. In case the successful Proposer assigns all or any part of any monies due or to become due under this Contract, the Instrument of assignment shall contain a clause substantiallyto the effect that it is agreed that the right of the assignee in and to any monies due or to become due to the successful Proposer shall be subject to prior liens of all persons, firms, and corporations for services rendered or materials supplied for the performance of the services called for in this contract. k. The successful Proposer's attention is directed to the fact that all applicable Federal and State laws, municipal ordinances, and the rules and regulations of all authorities having jurisdiction overthe services shall apply to the contract throughout, and they will be deemed to be included in the contract as though written out in full herein. The successful Proposer shall keep himself/herself fully informed of all laws, ordinances and regulations of the Federal, State, and municipal governments or authorities in any manner affecting those engaged or employed in providing these services or in any way affecting the conduct of the services and of all orders and decrees of bodies or tribunals having any jurisdiction or authority over same. If any discrepancy or inconsistency should be discovered in these Contract Documents or in the specifications herein referred to, in relation to any such law, ordinance, regulation, order or decree, s/he shall herewith report the same in writing to the City of Fayetteville. City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 11 of 18 City of Fayetteville RFP 23-15, Park Impact Fee Study SECTION B: Scope of Services and General Information 1. INTRODUCTION: The City of Fayetteville ("City') is seeking proposals from experienced and qualified firms or individuals ("Proposer") who can implement a legally defensible park impact fee study in accordance with the terms, conditions, and specifications contained in this Request for Proposals. The City currently has a Park Land Dedication (PLD) ordinance originating from the early 1980's. The PLD ordinance has proved beneficial over the years, but with new development patterns and a denser city, a change in the way we assess park impacts is needed. This will allow the city to better meet its park and recreation goals partially outlined in a new Park and Recreation System Master Plan. The City is seeking proposals from qualified firm(s) or individuals engaged in the development, review, and implementation of park impact fee studies, particularly for park systems involving the use of fees for new residential construction. 2. SCOPE OF WORK The following tasks are anticipated to be required during this project but are subject to change based on information gained in the selection process and negotiations with Proposers. a. Kick-off Meeting (1.5 hours): Consultant and City staff to review objectives of Study, agree to methodology, exchange information, timing, and schedule for all tasks, and to determine information to be provided by City staff to support a comprehensive Impact Fee Study. Data Collection/Background Review: Upon receipt of the Notice to Proceed, the Consultant shall prepare and forward to the City's Project Manager a data needs memo. The City's Project Manager shall assemble as much of the requested data as possible prior to the kick-off meeting. The Consultant shall meet (Online) with key members of the City's staff to receive the data, identify, refine the project schedule, and discuss major technical and policy issues. City staff will provide the databases for the impact fees in electronic format for the Consultant to use in the development of the updated apportionment methodology. The City will be an active participant and provide the necessary budget information and data required to develop the assessment methodology. Park impact fees shall be calculated to provide for land acquisition, public park facilities, equipment, infrastructure, and services needed to support growth based on forecasts of new development over a 10-year period. The impact fee analysis shall consider existing fees, recommended fees, and be compared to both surrounding and comparable municipalities to ensure reasonableness, consistency, and feasibility. Note that the city may elect to go with a fee less than justified to assist in promoting other city goals such as affordable housing. Additional Review: The Consultant shall review the existing Park Land Dedication (PLD) ordinance, Arkansas Impact Fee Law, and the benefits of other ways to assess impact to the park system. Currently the City operates with a PLD ordinance (Appendix A) and wishes to replace that with a legally defensible park impact fee ordinance. The proposer shall also make recommendations on alternatives to impact fees if other methods seem practical and beneficial. City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 12 of 18 d. Growth Analysis: The Consultant shall analyze current and anticipated growth forecasts and the cost for land and park improvements. The Consultant shall provide a determination on whether the current and anticipated future growth of the City is proportionately funding the additional infrastructure needed to accommodate it, with existing revenue sources. This analysis shall include detailed explanations of the findings and methodologies used to make the determination. e. Impact Fee Methodologies: Consultant shall develop appropriate impact fee methodology and fee schedules necessary for the City to establish and defend its proposed impact fees. The procedure shall meet the rational nexus test, which is the underpinning of fairness in allocating impact fees. The methodologies, which must be easy to understand and to implement, must provide impact fees for a wide range of residential developments, such as single-family and multi -family. The Consultant shall review and make recommendations on the existing residential developments to differentiate the various impact fees charged to new development. Consultant shall identify any legal consideration for the recommended impact fee schedule including the minimum requirements for a legally defensible impact fee system pursuant to City, County, State and Federal regulations. Consultant shall review the collection of Parks and Recreation capital costs, capital programing, and minimum level of service standards used in the calculation of impact fees. Note the city may not wish to go with a fully justified fee, to help with the promotion of other city goal's such as affordable housing. Review Findings with City Staff: The Consultant shall prepare and submit to City staff a minimum of three (3) drafts and status reports (30%, 60%, and 90% completion) of the revised impact fee system. The City will provide written feedback on the drafts and status reports. g. Draft Summary Technical Report: The Consultant shall prepare a single compiled report for all impact fees that document the fee study results, including a description of the background information, overall assumptions, approach, methodology, findings, supporting justification, recommended fee amount, and the calculations that provide the legal nexus between the recommended impact fee and new development. The report shall also include full fee schedule tables showing input data, interim calculation results, and abbreviated fee schedule tables. h. Final Technical Report: The Consultant shall develop a final study after receiving the written review by City staff of the summary technical report. Meetings and Presentations: The Consultant shall attend and present the study at up to two (2) City Commission workshops and up to two (2) City Council meetings/public hearings. Additional Tasks: Additional tasks not in the scope of work shall be clearly identified in the Consultant's proposal under the fee proposal. The City reserves the right to modify the scope of work before the contract is awarded. The Consultant shall assist the City in defending the impact fee methodology, if legally challenged. Consultant shall provide an hourly rate for any litigation assistance services 3. PROPOSAL FORMAT: Proposals shall follow the following format: a. Introduction: Provide a cover letter including a positive commitment to provide the services. Please include corporate/agent and contact information. City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 13 of 18 b. Proposer's Information: Please provide any doing -business -as (dba), state of organization or incorporation, and ownership structure of Proposer's company (e.g., Partnership, Limited Liability Corporation, Corporation, etc.). c. ExiDerience. Abilitv, and References: i. Provide details of Proposer's years of experience in the field of consulting services for development and implementation of impact fee services. Include number of projects, dollar values, and number of years in business. Highlight impact fee services done for parks, listing the park systems serviced. ii. List and provide resumes of the project team and describe the qualifications and relevant experience of the project team and project manager. Please provide any organizational charts and/or certifications. iii. Describe any accomplishments and/or awards received with similar projects. iv. Provide a minimum of three (3) client references for projects with similar scope of work. References should include the following: 1. Organization Name 2. Contact Name(s) 3. Mailing Address 4. Phone Number 5. Date of Service (start/end) 6. Total Amount of Contract 7. Scope of Work (brief description) d. Technical Approach: i. Proposer shall explain their internal process and a description of how the firm proposes to implement the evaluation activities provided in this RFP's scope of work. ii. Please explain your firm's process for complying with any Arkansas impact fee statutes and provide a proposed timeline for the 180-day requirement. e. Cost Proposal: i. Cost proposal shall be for all services, materials, supplies, and any other items or requirements necessary to complete the work. Estimated expenses shall be included. Proposer shall submit hourly rates for any additional services offered. ii. Fee proposal shall be outlined to follow the scope of work: 1. Kick-off Meeting 2. Data Collection/Background Review 3. Additional Review 4. Growth Analysis 5. Impact Fee Methodologies City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 14 of 18 6. Review Findings with City Staff 7. Draft Summary Technical Report 8. Final Technical Report 9. Meetings and Presentations 10. Other Work (if needed) 11. Expenses 4. PROPOSAL CONTENT: Proposals shall be prepared simply and economically, providing a straightforward, concise description its ability to meet the requirements for the project. Fancy bindings, colored displays, and promotional material are not required. Emphasis should be on completeness and clarity of content. All documents should be typewritten on standard 8 %" x 11" white pages and bound in one volume. Exceptions would be schematics, exhibits, or other information necessary to facilitate the City of Fayetteville's ability to accurately evaluate the proposal. Limit proposal to twenty-five (25) pages or less, excluding one -page team resumes, references, and forms required by the City for completion. 5. CONTRACT FORMATION: If the negotiation produces mutual agreement, a contract will be considered for approval by the City of Fayetteville City Council. If negotiations with the highest-ranking Proposer fail, negotiations may be initiated with the next highest-ranking Proposer until an agreement is reached. The City reserves the right to reject all offers and end the process without executing a contract. 6. SELECTION CRITERIA: The following criteria will be used by the City to evaluate and score responsive proposals. Proposers shall include sufficient information to allow the City to thoroughly evaluate and score the proposal. Each proposal submitted is not required to be ranked by the selection committee. The contract may be awarded to the most qualified firm, per the evaluation criteria listed below, based on the evaluation of the selection committee. Following the evaluation of the proposals, the Selection Committee may request that the top- ranking firm(s) make an oral presentation or be interviewed. If presentations are necessary, they will take place in Fayetteville, Arkansas. Notices will be sent by the Purchasing Division. 1) 25% Qualifications in Relation to Specific Project to be Performed: Information reflecting qualifications of the consultant, partners, and project team. Indicated specialized experience and technical competence of the firm in connection with the type and complexity of the service required. Subcontractors, if used, shall be listed with information on their organization. 2) 20% Experience, Competence, and Capacity for Performance: Information reflecting the names, titles, and qualifications (including experience and technical competence) of the major personnel assigned to this specific project. 3) 20% Proposed Method of Doing Work: A proposed work plan (description of how the project would be conducted as well as other facts concerning approach to scope) indicating methods and schedules for accomplishing scope of work. Include with this the amount of work presently underway. City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 15 of 18 4) 15% Past Performance: Previous evaluations shall be considered a significant factor. If previous evaluations with the City are not available, the professional firm's past performance records with City and others will be used, including quality of work, timely performance, diligence, and any other pertinent information. Firm will provide a list of similar jobs performed and person whom the City can contact for information. 5) 20% Cost/Fees: Complete costs and fees as described in this RFP and for delivery of the proposal including fiscal feasibility and financial stability. All fees shall be clearly identified with RFP response and be itemized as much as possible. 9. ADDITIONAL DOCUMENTS AND INFORMATON: The following documents are included with this solicitation as additional information: a. Appendix A: City's Current Park Land Dedication Ordinance b. The City of Fayetteville's Parks and Recreation System Master Plan is available at: https://www.faVetteviIle-ar.gov/DocumentCenter/View/28916/Fayetteville-PSMP-Appendices-Final- February-2023. CONTINUES ON NEXT PAGE City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 16 of 18 City of Fayetteville RFP 23-15, Park Impact Fee Study SECTION C: Signature Submittal 1. DISCLOSURE INFORMATION Proposer must disclose any possible conflict of interest with the City of Fayetteville, including, but not limited to, any relationship with any City of Fayetteville employee. Proposer response must disclose if a known relationship exists between any principal or employee of your firm and any City of Fayetteville employee or elected City of Fayetteville official. If, to your knowledge, no relationship exists, this should also be stated in your response. Failure to disclose such a relationship may result in cancellation of a purchase and/or contract as a result of your response. This form must be completed and returned in order for your bid/proposal to be eligible for consideration. PLEASE CHECK ONE OF THE FOLLOWING TWO OPTIONS, AS IT APPROPRIATELY APPLIES TO YOUR FIRM: 1) NO KNOWN RELATIONSHIP EXISTS 2) RELATIONSHIP EXISTS (Please explain): I certify that; as an officer of this organization, or per the attached letter of authorization, am duly authorized to certify the information provided herein is accurate and true; and my organization shall comply with all State and Federal Equal Opportunity and Non -Discrimination requirements and conditions of employment. Pursuant Arkansas Code Annotated §25-1-503, the Contractor agrees and certifies that they do not currently boycott Israel and will not boycott Israel during any time in which they are entering into, or while in contract, with any public entity as defined in §25-1-503. If at any time during contract the contractor decides to boycott Israel, the contractor must notify the contracted public entity in writing. 2. PRIMARY CONTACT INFORMATION At the discretion of the City, one or more firms may be asked for more detailed information before final ranking of the firms, which may also include oral interviews. NOTE: Each Proposer shall submit to the City a primary contact name, e-mail address, and phone number (preferably a cell phone number) where the City selection committee can call for clarification or interview via telephone. Corporate Name of Firm: Primary Contact: Phone#1 (cell preferred): E-Mail Address: City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 17 of 18 Title of Primary Contact: Phone#2: 3. ACKNOWLEDGEMENT OF ADDENDA Acknowledge receipt of addenda for this invitation to bid, request for proposal, or request for qualification by signing and dating below. All addendums are hereby made a part of the bid or RFP documents to the same extent as though it were originally included therein. Proposers/Bidders should indicate their receipt of same in the appropriate blank listed herein. Failure to do so may subject Contractor to disqualification. ADDENDUM NO. SIGNATURE AND PRINTED NAME DATE ACKNOWLEDGED 4. DEBARMENT CERTIFICATION: As an interested party on this project, you are required to provide debarment/suspension certification indicating compliance with the below Federal Executive Order. Certification can be done by completing and signing this form. Federal Executive Order (E.O.) 12549 "Debarment and Suspension" requires that all contractors receiving individual awards, using federal funds, and all sub -recipients certify that the organization and its principals are not debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded by any Federal department or agency from doing business with the Federal Government. Signature certifies that neither you nor your principal is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any federal department or agency. Questions regarding this form should be directed to the City of Fayetteville Purchasing Division. NAME OF COMPANY: PHYSICAL ADDRESS: MAILING ADDRESS: TAX ID #: AR. SECRETARY OF STATE FILING #: PHONE: FAX: E-MAIL: SIGNATURE: PRINTED NAME: TITLE: DATE: City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 18 of 18 Appendix A 166.04 Required Infrastructure Improvements — Development In City Limits (A) Generally. Required of developer. (See highlight for Park Land Dedication information) (1) On and Off -Site Improvements. On -site improvements are adjacent to or within a project site; such as widening the street along the project street frontage, constructing interior streets and utilities, etc. Off - site improvements are not adjacent to a project; such as the extension of an off -site sewer line to the property boundary, off -site storm drainage improvements, or an off -site intersection improvement, etc. (2) Standards Applicable. Any required on or off -site improvements in the city and within one (1) mile of the city limits shall be installed according to the city's standards; provided on or off -site improvements to roads located outside one mile of the city limits shall be installed to the county's standards. The developer shall be required to bear that portion of the cost of off -site improvements which bears a rational nexus to the needs created by the development. (3) Required Infrastructure Improvements. On and off -site improvements that are roughly proportional and bear a rational nexus to the impact of the development are required for all development within the City of Fayetteville. The developer shall be required to install on and off -site improvements where the need for such improvements is created in whole or in part by the proposed development. (4) Planning Commission and Planning Division. At the time the Planning Commission or Planning Division (where applicable for administrative approval) grants development approval, the Planning Commission or Planning Division shall determine whether the proposed development creates a need for off -site improvements and the portion of the cost of any needed off -site improvements which the developer shall be required to bear; provided, that portion of the cost of off -site improvements to roads located outside the city's corporate limits but within the city's planning area shall be determined by the county. In determining that portion of the cost of off -site improvements which the developer shall be required to bear, the Planning Commission or Planning Division (where applicable for administrative approval) shall consider the acreage within the proposed development as a percentage of all the acreage which, when fully developed, will benefit from the off -site improvements; provided, the Planning Commission or Planning Division may use a different method of measurement if it determines that use of the acreage standard will not result in the developer bearing that portion of the cost which bears a rational nexus to the needs created by the development. (5) Determining Necessity for Off -Site Improvements. (a) When a proposed development has access to paved streets or roads only by way of substandard or unimproved roads or streets leading from the development to the paved streets or roads, the developer shall be responsible for contributing this proportionate share of the cost of improving the substandard access roads or streets to existing city or county standards. The developer's proportionate share of said costs shall be determined by the Planning Commission or Planning Division (where applicable for administrative approval) in accordance with the provisions of 166.04(A) above. (b) When a proposed development has direct access to, or fronts on an existing road or street, which is below current standards, the developer shall be responsible for contributing his/her proportionate share of the cost of improving said street or road to existing city or county standards. The Planning Commission or Planning Division (where applicable for administrative approval) shall determine the developer's proportionate share of said costs in accordance with the provisions of 166.04(A) above. (Supp. No. 28) Created: 2023-03-23 14:01:26 [EST] Page 1 of 8 (c) Off -site drainage improvements shall be required whenever a proposed development causes the need for such improvements. (6) Delayed Improvements. The Planning Commission or Planning Division may determine a required on - site or off -site improvement shall be delayed or payment -in -lieu contributed instead in accordance with Chapter 158 of the UDC. (7) Variances. A variance of off -site improvements may be granted in accordance with Chapter 156 Variances. (8) State Highways. The developer shall be required to dedicate sufficient right-of-way to bring those state highways which the Master Street Plan shows to abut or intersect the proposed subdivision into conformance with the right-of-way requirements of the Master Street Plan. The developer shall be required to install a sidewalk adjacent to that portion of a state highway abutting the proposed development; and provided that the Planning Commission or Engineering Division (where applicable for administrative approval) may waive the sidewalk requirement prescribed by this subsection upon application by the developer and a determination by the Planning Commission or Engineering Division (where applicable for administrative approval) that the topography of the proposed development where it abuts a state highway is such that installation of a sidewalk is not practical. Any other improvements required of the developer by the Planning Commission or Engineering Division (where applicable for administrative approval) shall be coordinated with the Arkansas Highway and Transportation Department. (B) Minimum Improvements by Application Type. The property owner/developer shall be responsible for constructing the following minimum improvements. (1) Property Line Adjustment or Exempted Properties of Less Than or Equal to 1,200 Square Feet of Impervious Area. No improvements are required unless the action would create or exacerbate a nonconforming infrastructure situation such as cutting off a lot from public water, sewer, or street frontage. In such as case the property may not be filed of record until the required infrastructure is first constructed to city specifications, or a variance or waiver is granted by the Planning Commission. (2) Building Permit with No Required Grading Review. (a) Monuments and Lot Stakes. The surveyor shall cause, preserve, and/or replace monuments and/or lot stakes marking the corners of a parcel to be set in accordance with Section 3.2, general procedures, of the Arkansas Minimum Standards for Property Boundary Surveys and Plats. The City Council retains the right to grant a lesser dedication of the right-of-way than is normally required by the Master Street Plan without the Subdivision Committee's or Planning Commission's recommendation. (b) Water, Sewer, or Street Frontage. Any lot that is created shall have adequate street frontage or street access that meets the minimum requirements of the zoning code, and access to public water and sewer as required by city and state code. (c) Grading and Storm Drainage System. The developer shall install water quality, flood, and tree mitigation measures after approval of the corresponding grading and drainage/stormwater documentation found in §166.02(F). (i) All drainage facilities shall be so designed to serve the entire drainage area per the specifications found in Chapter 170 and the current versions of the city's Drainage Criteria Manual. (3) Lot Split Building Permit Requiring Grading Review. (a) Dedication of Right -of -Way. Sufficient right-of-way dedication, to bring those streets which the Master Street Plan shows to abut or intersect the property into conformance with the right-of- (Supp. No. 28) Created: 2023-03-23 14:01:26 [EST] Page 2 of 8 way requirements of the Master Street Plan for said streets; provided, the Subdivision Committee or Planning Commission may recommend a lesser dedication in the event of undue hardship or practical difficulties. Such lesser dedication shall be subject to approval by the City Council. (i) Dedications. The City Council accepts all streets and alleys located in Fayetteville that have been previously approved and accepted as dedications by the Fayetteville Planning Commission/Subdivision Committee. The City Council confirms the acceptance of all such streets and alleys dedicated by developers/owners to the city which have been approved by the Fayetteville Planning Commission/Subdivision Committee. (b) Monuments and Lot Stakes. The surveyor shall cause, preserve, and/or replace monuments and/or lot stakes marking the corners of a parcel to be set in accordance with Section 3.2, General Procedures, of the Arkansas Minimum Standards for Property Boundary Surveys and Plats. (c) Water, Sewer, or Street Frontage. Any lot that is created shall have adequate street frontage or street access that meets the minimum requirements of the zoning code, and access to public water and sewer as required by city and state code. If a lot split would create or exacerbate a nonconforming situation (such as cutting off a lot from public water, sewer, street frontage, or street access), the lot split may not be filed of record until the required easement is dedicated and/or the infrastructure is first constructed to city specifications, or a variance or waiver is granted by the Planning Commission. (d) Parkland Dedication. Parks fees shall be assessed for each new residential unit that is constructed on the additional lot(s) in accordance with the parkland dedication requirements outlined in Fayetteville Unified Development Code Chapter 166. Said fees shall be paid prior to issuance of a building permit for construction on the new lot. (4) Preliminary/Final/Concurrent Plat• Large Scale Development Large or Small Site Improvement Plan. (a) Dedication of Right -of -Way. (i) On -Site. Sufficient right-of-way dedication, to bring those streets which the Master Street Plan shows to abut or intersect the property and new streets proposed interior to the property, into conformance with the right-of-way requirements of the Master Street Plan for said streets, shall be approved by the Planning Commission or Subdivision Committee; provided, the Planning Commission or Subdivision Committee may recommend a lesser dedication in the event of undue hardship or practical difficulties. Such lesser dedication shall be subject to approval by the City Council. (i i) Council Acceptance of Streets and Alleys. The City Council accepts all streets and alleys located in Fayetteville that have been previously approved and accepted as dedications by the Fayetteville Planning Commission/Subdivision Committee. The City Council confirms the acceptance of all such streets and alleys dedicated by developers/owners to the city which have been approved by the Fayetteville Planning Commission/Subdivision Committee. (b) Monuments and Lot Stakes. The surveyor shall cause, preserve, and/or replace monuments and/or lot stakes marking the corners of a parcel to be set in accordance with Section 3.2, General Procedures, of the Arkansas Minimum Standards for Property Boundary Surveys and Plats. (c) Streets. (Supp. No. 28) Created: 2023-03-23 14:01:26 [EST] Page 3 of 8 (i) On -Site. Widening the street adjacent to the project frontage and construction of all interior streets to meet Master Street Plan standards. Street grading, base, and paving according to existing city standards and specifications as adopted by the City Council. (i i) Off -Site. Street widening and/or new street construction off -site may be required to address traffic impacts based on the rough proportion and rational nexus of the impacts of the project. Street grading, base, and paving according to existing city standards and specifications as adopted by the City Council. (iii) Private Street Name Signs. Where a structure is addressed on a private street or drive, the developer or property owner(s) shall be required to install, maintain, repair and replace all private street name signs. Any private street name sign existing at the time of passage of this ordinance shall be maintained, repaired and replaced as required by this section. Signs shall meet the standards of the Manual on Uniform Traffic Control Devices (MUTCD) and shall be installed at all street/drive intersections. Unless approved otherwise, all signs shall be retroreflective and utilize a white legend on a green background. (d) Curbs and Gutters. (i) On -Site. Curbs and gutters adjacent to the project frontage according to existing city standards and specifications as adopted by the City Council. (i i) Off -Site. Curbs and gutters off -site may be required to address drainage and/or traffic impacts based on the rough proportion and rational nexus to impacts of the project. Curbs and gutters according to existing city standards and specifications as adopted by the City Council. (e) Traffic Signals. As determined to be needed based on the rough proportionality and rational nexus of the impacts of the development. (f) Sidewalks. (i) On -Site. Sidewalks shall be installed along the property street frontage and along new interior streets according to existing city standards and the Master Street Plan as adopted by the City Council. (ii) Off -Site. Sidewalks may be required to be installed off -site based on the rough proportionality and rational nexus of the impacts of the development. (g) Streetlights. Standard 8,000 lumen streetlights (or equal alternative approved by the Planning Division) shall be installed at each intersection or cul-de-sac and along one side of each street or cul-de-sac at intervals of no more than 300 feet; provided, streetlights of higher intensity may be required at intersections with collector streets or arterial streets. Developers are encouraged to utilize high -efficiency (LED or similar) streetlights where possible). (h) Grading and Storm Drainage System. (Supp. No. 28) The developer shall install storm drainage facilities, including drains, sewers, catch basins, and culverts necessary for the proper drainage of all surface water. All drainage facilities shall be so designed to serve the entire drainage area per the specifications found in Chapter 170 and the current versions of the city's Drainage Criteria Manual. (iii) All surface water drainage shall be transported to existing storm sewers, drainage facilities, or natural drainage ditches approved by the City Engineer. (iv) The City Engineer shall approve all drainage features. Created: 2023-03-23 14:01:26 [EST] Page 4 of 8 (v) Culverts and Bridges. Culverts and bridges shall be installed where needed in accordance with existing Arkansas State Highway Department standards and specifications. (i) Water Supply. (i) Accessible Public Water Supply. When an approved public water supply is reasonably accessible, the developer shall install a system of water mains and shall connect to such supply so that each lot within the subdivision or development shall be provided with a connection to said public water supply. All connections shall be approved by the City Engineer. Individual service lines shall be installed, and individual connections shall be made prior to the paving of the street, if possible. (ii) Nonaccessible Public Water Supply. Where an approved public water supply is not reasonably accessible, any private water supply system proposed by the developer must be approved by the county sanitarian and the City Engineer in order to assure that the private water supply system will provide an adequate supply of potable water to every lot in the subdivision or development. Individual service lines shall be installed, and individual connections shall be made prior to the paving of the street, if possible. (iii) Fire Hydrants. Fire hydrants for single-family dwellings and duplexes shall be installed so that the distance between two (2) consecutive fire hydrants does not exceed 800 feet, and no lot is more than 400 feet from a fire hydrant. Fire hydrants for apartment complexes, commercial structures, and industrial structures shall be installed so that the distance between two (2) consecutive fire hydrants does not exceed 600 feet; provided, the Fire Chief shall have the authority to require additional fire hydrants upon a determination that such additional fire hydrants are necessary to provide adequate fire protection. The Fire Chief shall develop written criteria to be applied in determining whether additional fire hydrants shall be required. (j) Sanitary Sewer System. (Supp. No. 28) (i) Public Sanitary Sewer Accessible. Where a public sanitary sewer is reasonably accessible, the developer shall connect with such sewer, and each lot within the subdivision or development shall be provided with a connection thereto. All connections shall be subject to the approval of the City Engineer. Individual service lines shall be installed, and individual connections shall be made prior to the paving of the street if possible. (ii) Public Sanitary Sewer Not Accessible. Where a subdivision, lot split, or other development is proposed to utilize either individual septic systems or an onsite wastewater treatment system the following is required: (a) Lot Splits Resulting in Lots Less Than 1.5 acres. Prior to the city stamping the lot split document for approval, a letter from the Arkansas Department of Health is required verifying approval of soil tests and that the property could be developed with a septic system. (b) Prior to the city signing a final or concurrent plat a letter from the Arkansas Department of Health is required indicating approval of the overall plan for the utilization of either onsite wastewater systems or individual septic permits. (c) Existing septic systems, sewage disposal fields (leach fields), alternate disposal fields required by state law and water wells on -site or off -site within 100 feet shall be shown on all proposed subdivisions, lot splits, and development plans. Created: 2023-03-23 14:01:26 [EST] Page 5 of 8 (d) Community Sewage Systems. The construction of community sewage systems or decentralized sewer systems shall be prohibited within the City unless expressly permitted by resolution of the City Council. (e) Annexation of Community Sewage Systems. Where a community sewage system is annexed into the city, then the following shall apply: (1) Unconstructed Systems. The wastewater system shall be designed such that the entire collection system is a traditional -style gravity sewer system that carries all wastewater flow to centralized treatment facilities and shall meet city standards for design construction. The system must also be designed such that there is one (1) single point of connection from which a future gravity connection can be made to the city sanitary sewer system when the latter becomes available. This connection shall be made at the expense of the owner of the decentralized wastewater system. (2) Constructed Systems. Systems constructed prior to annexation into the city must tie to the city sanitary sewer system when a city sanitary sewer main is constructed within 300 feet of the community sewage system and such main is reasonably available to the community sewage system. This connection shall be made at the expense of the owner of the decentralized wastewater system. (k) Trail Linkages/Corridor/Easements. The developer may be required to construct a trail linkage or corridor or grant a multi -use trail easement for trails shown on the Master Transportation Plan that abut, intersect, or traverse the project site, if it is determined that the improvements bear a rational nexus and rough proportionality to the needs created by the development. (1) Parkland Dedication. (Supp. No. 28) (i) Applicability. The requirements of this subsection shall apply to residential lot splits, subdivisions, large scale developments, planned zoning districts, large scale site improvement plans, and small scale site improvement plans; provided that these requirements shall not apply to a lot split or subdivision that does not create one (1) or more vacant lots on which a residential structure could be erected pursuant to the Unified Development Code. (ii) Residential Development. (a) Dedication or Fee -in -Lieu. When a proposed residential development does not provide an area or areas for a public park based on the Fayetteville Parks and Recreation Plan, the developer shall be required to make a reasonable dedication of land for public park facilities, or to make a reasonable equivalent contribution in lieu of dedication of land, such contribution to be used for the acquisition and development of park land that serves the subdivision or development. (b) Parks and Recreation Advisory Board. Prior to the submittal of a preliminary plat, large scale development plan, or large site improvement plan the developer shall submit to the Parks and Recreation Advisory Board a concept plat or plan. (c) Planning Commission. The developer and the Parks and Recreation Advisory Board shall make a joint recommendation to the Planning Commission as to the land dedication or contribution in lieu of dedication. In the event that they are Created: 2023-03-23 14:01:26 [EST] Page 6 of 8 (Supp. No. 28) unable to agree, the developer and advisory board shall make separate recommendations to the Planning Commission who shall determine the issue. (d) Decision. If the developer proposes to dedicate land for a public park after consultation with the Parks and Recreation Advisory Board which the Planning Commission determines is suitable for park purposes, the proposed dedication shall be accepted. Upon consent and consultation with the developer and the Parks and Recreation Advisory Board, a developer may dedicate a portion of the required park land dedication and make a contribution of money in lieu of land dedication for the remaining park land dedication requirement. With consent of the Parks and Recreation Advisory Board, this monetary contribution may be used to develop the park land in the development or elsewhere within the quadrant consistent with the Fayetteville Parks and Recreation Plan. (e) Approval. The Planning Commission's decision must be incorporated into the developer's preliminary plat, large scale development, or large site improvement plan prior to plat or plan approval. (f) Dedication Ratios. Land shall be dedicated at a ratio of 0.023 acres of land for each single-family dwelling unit and 0.020 acres of land for each multi -family dwelling unit. (g) Fee -in -Lieu formulas. A contribution in lieu of land dedication shall be made according to the following formula: $1,089.00 for each single-family unit. $952.00 for each multi -family unit based upon actual density. The Parks and Recreation Department shall review the contribution formula every two (2) years and make recommendations to the City Council following such review. (h) Dedication in Excess. If a developer wishes to dedicate park land which exceeds the requirement of this subsection, the developer shall make a written request to the Planning Commission who may grant the developer a credit equivalent to said excess. Said credit shall be applied toward the developer's obligation under this subsection for any subsequent development located in the same park quadrant. (iii) Timing of Dedication and/or Contribution. All dedications of land must be made before the city signs the final plat, or issuance of building permits for a large scale development or large site improvement plan. A final plat shall not be released for recordation until the deed for a land dedication is received. Deeded land is dedicated public park land and not subject to any right of reversion or refund. A cash contribution in lieu of required land development shall be payable before the city signing the final plat, or issuance of building permits for a large scale development or large site improvement plan. With the approval of the planning commission a developer may pay such contribution in three (3) equal installments to be paid in full within one (1) year of final plat approval. If a developer makes a cash contribution in lieu of land dedication, the developer shall be entitled to a pro rata refund, together with the accrued interest therefrom, in the event actual density is less than the density used as the basis for the developer's contribution; provided, no refund shall be made unless application therefore is made in writing to the Zoning and Development Administrator within one (1) year from the date of final plat approval. In the event actual density is more than the density used as the basis for a dedication of land or Created: 2023-03-23 14:01:26 [EST] Page 7 of 8 case contribution the developer must make an additional land dedication or contribution in lieu of dedication. (iv) Zoning Requirements. Lots created for the purpose of park land dedication shall not be required to meet the standards for lot size, bulk and area within any zoning district. Lots created for the purpose of park land dedication to serve the residents of the surrounding area shall not be subject to POA/HOA dues or other fees established for maintenance or other purposes within the neighborhood. (v) Fee -in -Lieu Allocation. All parkland fees received under this subsection shall be deposited in an interest bearing account. This money together with its earned interest shall be expended within five (5) calendar years of the last date of the calendar year in which it was received for the acquisition and/or development of parkland that services the subdivision or development for which the contribution in lieu of dedication was made. If this money has not been expended within the allowed period, the unexpended money together with any of its remaining earned interest shall be refunded to the present owner of the property that was the subject of the new development and against which the parkland fee was assessed and collected. (C) Other Infrastructure Improvements. Other infrastructure improvements may be required where the need for such improvements is created in whole or in part by the proposed development as determined by the City Engineer. (Code 1965, App. C., Art. III, §A(2), (3); Ord. No. 1979, 2-5-74; Ord. No. 2353, 7-5-77; Ord. No. 2755, 9-1-81; Code 1991, §§159.31, 159.32; Ord. No. 4100, §2 (Ex. A), 6-16-98; Ord. No. 4263, 8-1-00; Ord. No. 4660, 12-21-04; Ord. No. 5152, 7-15-08; Ord. No. 5271, 9-1-09; Ord. No. 5296, 12-15-09; Ord. No. 5374, 12-21-10; Ord. No. 5523, 9-4- 12; Ord. No. 5570, 03-05-13; Ord. No. 6116, §1, 11-20-18; Ord. No. 6166, §§1, 2, 4-2-19; Ord. No. 6195, §1, 6-4- 19; Ord. No. 6350, §3(Exh. B), 8-18-20; Ord. No. 6426, §1, 4-6-21; Ord. No. 6446, §8(Exh. C), 6-15-21) (Supp. No. 28) Created: 2023-03-23 14:01:26 [EST] Page 8 of 8 CITY OF _ FAYETTEVILLE ARKANSAS RFP 23-15 MGT of America Consulting, LLC MGT of America, LLC Supplier Response Event Information Number: RFP 23-15 Title: Park Impact Study Fee Type: Request for Proposal Issue Date: 7/16/2023 Deadline: 8/9/2023 02:00 PM (CT) Notes: The City of Fayetteville, Arkansas, seeks proposals from qualified consulting firms to develop a comprehensive Park Impact Fee Study for the City of Fayetteville. Any questions regarding this solicitation process shall be directed to Amanda Beilfuss, City of Fayetteville Sr. Purchasing Agent at abeilfuss@fayetteville-ar.gov or (479) 575-8220. Contact Information Contact: Amanda Beilfuss Address: Purchasing Room 306 City Hall 113 West Mountain Street - Room 306 Fayetteville, AR 72701 Email: abeilfuss@fayetteville-ar.gov Page 1 of 2 pages Vendor: MGT of America Consulting, LLC RFP 23-15 MGT of America Consulting, LLC Information Contact: Malony Allen Address: 4320 W. Kennedy Blvd, Suite 200 Tampa, FL 33609 Phone: (888) 302-0899 Email: rcvrfp@mgtconsulting.com Web Address: mgtconsulting.com By submitting your response, you certify that you are authorized to represent and bind your company. Bret Schlyer Signature Submitted at 8/8/2023 10:04:19 PM (CT) Supplier Note bschlyer@mgtconsulting.com Email MGT of America Consulting, LLC ("MGT") appreciates the opportunity to provide the City of Fayetteville ("City") with this proposal for a Park Impact Fee Study as described in RFP23-019. Requested Attachments RFP 23-15, Park Impact Fee Study MGT Proposal_City_FayetteviIle_lmpact FeeStudy.pdf Please attach the signed and completed RFP form, located in the 'Attachments' tab, along with any additional documents. Response Attachments FORMS —CITY OF FAYETTEVILLE_SIGNED.pdf Required forms have been signed by MGT Signatory Authority. Bid Attributes 1 Addendum Acknowledgement By selecting "I agree", you acknowledge that you have read all addendum(s) that have been issued for this solicitation, if applicable. ❑./ 1 agree Page 2 of 2 pages Vendor: MGT of America Consulting, LLC RFP 23-15 1p. Proposal August 9, 2023 RFP #23-15 Park Impact Fee Study City of Fayetteville, AR r] 1 Submitted by: PATRICK DYER VICE PRESIDENT, PERFORMANCE SOLUTIONS 3600 AMERICAN RIVER DRIVE, SUITE 150 SACRAMENTO, CA 95864 916.443.3411 Pdver@mgtconsulting.com '• MGT _I CITY OF FAYETTEVILLE RFP #23-15 1 PARK IMPACT FEE STUDY AUGUST 9, 2023 Table of Contents COVER LETTER.......... 1 EXECUTIVESUMMARY....................................................................................................3 FIRMPROFILE..................................................................................................................3 EXPERIENCE, ABILITY, AND REFERENCES........................................................................6 MGTADVANTAGES.......................................................................................................... 6 MGT QUALIFICATIONS..................................................................................................... 6 PAST AND CURRENT RELATED EXPERIENCE..................................................................... 7 PROPOSED PROJECT TEAM............................................................................................11 ROLES AND RESPONSIBILITIES....................................................................................... 11 REFERENCES.................................................................................................................. 13 TECHNICAL APPROACH.................................................................................................16 GENERAL APPROACH TO DEVELOPMENT IMPACT FEES REVIEWS AND NEXUSSTUDIES.............................................................................................................. 16 PROJECT SCHEDULE....................................................................................................... 21 WORKPLAN................................................................................................................... 21 COSTPROPOSAL...........................................................................................................26 APPENDIX.....................................................................................................................28 SAMPLE DATA NEEDS REQUEST..................................................................................... 28 RESUMES....................................................................................................................... 29 REQUIREDFORMS......................................................................................................... 36 Proposal Exhibits Exhibit 1. MGT's National Cost of Service Experience......................................................10 Exhibit 2. Project Team Org Chart..................................................................................... 11 Exhibit 3. Sample Communications Report......................................................................19 Exhibit 4. MGT's Components to Client Satisfaction........................................................ 20 **A MGT MGTCONSULTING.COM •• MGT Cover Letter August 9, 2023 Amanda Beilfuss City of Fayetteville Purchasing Division Room 306 113 W. Mountain Fayetteville, AR 72701 SUBJECT: PARK IMPACT FEE STUDY Dear Ms. Beilfuss: MGT of America Consulting, LLC ("MGT") appreciates the opportunity to provide the City of Fayetteville ("City") with this proposal for a Park Impact Fee Study as described in RFP23-019. All work to be completed will satisfy the requirements of §14-56-103 of Arkansas Code Title 14 (the Arkansas Impact Fee Law). MGT will be the prime contractor for this project, and we will be partnering with David Taussig & Associates, Inc. ("DTA"), for this engagement. Information throughout this proposal includes data and capabilities associated with both firms. We believe that the combination of our firms offers the City solutions that will meet your specific objectives while providing the best overall value. Our team of experienced and talented professionals will complete your project as a partnership, with significant stakeholder input. Our success in providing high quality services to cities, counties, and both state and local government agencies across the nation, has resulted in over half of our business coming from former clients. We genuinely care about our clients and want to ensure our services are value-added not only when the project is completed, but also for future decision -making. PROJECT UNDERSTANDING Fayetteville, AR is known for its rich natural resources, military history, and community pride. The City governs services for its approximately 320,000 citizens. To better meet its park and recreation goals, the City seeks to partner with a consultant to perform a concentrated and defensible Park Impact Fee Study. The result of this study will 1) incorporate recent development and changes in the City, and 2) align with the City's recently adopted Parks and Recreation System Master Plan. This plan acknowledges the history, resources and growth pressures as they relate to opportunities for improving the City's recreation system. We look forward to partnering with you for this important effort and exceeding your expectations of the RFP. 3600 American River Dr, Suite 150 1 Sacramento, CA 95864 1 916.443.3411 1 mgtconsulting.com COVER LETTER MGT has thoroughly reviewed the City's RFP and is committed to fulfilling all the requirements within the timeline expressed by the City in that document. Thank you for the opportunity to submit this proposal for this important study. Please contact Bret Schlyer if you have any questions or comments about this proposal (which is valid for 120 days) at 316.214.3163 or bschlyer@mgtconsulting.com. MGT has reviewed the RFP Terms and Conditions and takes no exceptions. MGT Contact Information Bret Schlyer I Vice President P 316.214.3163 1 Email: bschlyer@mgtconsulting.com MGT of America Consulting, LLC 4320 West Kennedy Boulevard ITampa, Florida 33609 P:813.327.4717 1 Fax:850.385.4501 1 www.mgtconsulting.com F E I N : 81-0890071 I am authorized by our firm to commit MGT to the terms and conditions included in the attached proposal. Sincerely, Patrick J. Dyer, Vice President, Performance Solutions Authorized to Bind the Firm 0 3600 American River Dr, Suite 150 1 Sacramento, CA 95864 1 916.443.3411 1 mgtconsulting.com Executive Summary Firm Profile Generating an accurate and transparent Park Impact Fee Study requires years of experience. Firms need a deep understanding of governmental agencies, building permit process flows, and the details of how costs are linked to distinct process steps along the way. MGT of America Consulting, LLC ("MGT") is uniquely qualified to fulfill the City's requirements. We have the experience, expertise, and a proven track record for not only delivering, but exceeding expectations. Our history makes the case. MGT began operations in 1974. As a consulting group, we have delivered more user fee studies to governmental jurisdictions than all current competition combined. Our experience with such studies stretches back to the late 1980s when our senior consulting staff worked for David M. Griffith & Associates (DMG). The City deserves a firm with expertise that is second to none. MGT professionals were present at the creation of the user fee study industry. Today, our firm leads the way. The City also deserves a study that delivers value at a reasonable price. MGT is a financially stable national consulting firm. We have a strong reputation for delivering analysis, thoughtful advice, and comprehensive studies on time and within budget. MGTFIRM AT A GLANCE Name: MGT of America Consulting, LLC (MGT) Founded: 1974 Locations: Headquarters in Tampa Florida; branch offices nationwide Staff: 500+ consultants with a deep roster of experienced cost allocation experts Structure: Privately held, employee -owned, client -driven Limited Liability Company Lines of Business: Government Consulting, Education and Financial Solutions, Diversity and Inclusion, Human Capital, Cyber Security and Technology Our structure as a firm is unique. MGT is a privately held, employee -owned limited liability company. We have a deep roster of experienced cost allocation experts, ample resources, and a deep desire to serve the public. It's our people that are the driving force behind the impact we create. Every member of the firm has a vested interest in the successful completion of every project, for every client. This mindset is embedded in our culture in is at the heart of what we do: We change the communities we serve —for good. The City seeks to reimagine its Park Impact Fee process and revamp the associated fee schedules. MGT's understanding of the structures, operations, and issues facing public agencies will help accelerate project timelines and generate desired outcomes. For more than 48 years, MGT has been delivering financial and management consulting services to state and local governments. Our people have deep experience in the public sector. We are not the biggest, oldest, or highest profile consulting firm; just the best for delivering the cost allocation expertise the City needs. CITY OF FAYETTEVILLE I AUGUST 9, 2023 .'.'. MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 3 EXECUTIVE SUMMARY The Social Impact of MGT's Work Detined by Impact Development activity is a factor in a healthy economy. The0ity appreciates �:. this and establishes fees to ensure that the individuals and portions of the community benefitting from new development investments are paying their `►" ' ;�� fair share of the costs the City is incurring. We understand the goals of your impact fees study and how these processes impact the citizens of i Fayetteville. Recognizing the end goals and the positive benefit that our work provides, and not treating these processes as a commodity, ensures that we are working towards a positive goal with our clients and producing the best possible outcomes. /Goals of this Project: Analyze the costs of the City's developmental impact fees. Assist the City by recommending the appropriate fee justification methodology and fee levels to support specific types of City -selected capital facilities needed to serve new growth. This approach will align revenues with the anticipated expenditures associated with further development of the City, producing general City financial health and fiscal sustainability, which jointly lead to sustainable community benefits. 'Clear Community Benefit: Setting fee prices to recover cost is fair. It allows applicants to receive services upon demand and It Insulates taxpayers from having to pay for services that benefit developers. A well -conceived and managed impact fee program will ensure the City is compliant with federal and state laws, while protecting and augmenting the City's General Fund. Efficient and rational financial policies and practices will enhance City services to the public. New facilities, new programs and enhancements to the community are all leveraged when the general fund is healthy and properly supported, which this MGT project will ensure. This MGT project will help the City better serve the citizens of City. MGT—Dedicated to the Community: We see the Fayetteville community as our community. The MGT team has worked in the public sector and understands the challenges you face. Our view and objectives are long-term— for both relationships and solutions. That is why we are deeply committed to helping you bring out the best in your community. Seeing lives improved is how we really measure our mutual success. MGT Presence MGT's headquarters are in Tampa, Florida, with additional locations across the country. NATIONAL FIRM LOCAL FOCUS Alabama New York .❖. M G T Birmingham NYC Arizona North Carolina WA Phoenix Ralegh California MT ND � ME South Carolina OR MN RiYeru enro cowmbia wl Riverside ID SD ,x. Tennessee Carlsbad Nashville WY � Florida NV NE IA nr2 PA Tampa HQ Texas OH - Dallas CO Georgia Austin KS 1—n son Antonio MO KY ntlanta Houston #OK AR nlpharcua Utah NM Illinois SalttakeCity MS Chicago Metro t,r inia LA Indiana g RlcnmoAK Gary Michigan Washington, D.C. Bay Cry CITY OF FAYETTEVILLE I AUGUST 9, 2023 �t MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 4 EXECUTIVE SUMMARY MGT Primary Consulting Divisions MGT is structured into several primary consulting divisions. The MGT Performance Solutions Group will be responsible for the completion of this project. This portfolio group combines Financial Solutions, Human Capital, Government Consulting, and Diversity and Inclusion to provide an integrated team with subject matter expertise and the financial acumen to help government agencies perform at their best and thrive. We also have experts in Education Solutions and Cyber Security and Technology. Capabilities & Solutions Education Solutions School Turnaround I Comprehensive Needs Assessment I Strategic Planning I Facilities Master Planning I Program Assessments I Operational Performance I Housing Studies I Demographics/Enrollment Studies I Boundary Studies I Classification & Compensation Studies Disparity Solutions Disparity Studies I Organizational Reviews Diversity, Equity & Inclusion Solutions DEI Workplace Assessments I Equity Audits I DEI/Racial Equity Strategy, Tools, & Training Financial Solutions Cost Allocation Plans I User Fee Studies I Indirect Cost Rate Proposals I Pandemic Funding Advisory & Support I Performance Audits Cyber & Network Solutions 24/7 Managed Detection & Response I End -to -End Firewall Management I Cloud Security I Penetration Testing MGT Contact Information Bret Schlyer I Vice President 6478 Winchester Blvd #124 1 Canal Winchester, OH 43110 P 316.214.3163 1 Email: bschlyer@mgtconsulting.com MGT of America Consulting, LLC 4320 West Kennedy Boulevard Nampa, Florida 33609 P:813.327.4717 1 Fax:850.385.4501 1 www.mgtconsulting.com F E I N : 81-0890071 Patrick Dyer I Vice President 2251 Harvard St., Ste. 134 1 Sacramento, CA 95815 P: 916.443.34111 Email: pdyer@mgtconsulting.com Robert Holloway I Senior Vice President & Chief Strategy Officer 516 North Adams Street I Tallahassee, FL 32301 P: 850.386.3191 1 Email: rhollowav@mgtconsulting.com A. Trey Traviesa I CEO & Chairman of the Board 4320 West Kennedy Boulevard, Suite 200 1 Tampa, FL 33609 P: 850.386.3191 1 Email: traviesa@mgtconsulting.com Carla Luke I Chief Financial Officer 4320 West Kennedy Boulevard, Suite 200 1 Tampa, FL 33609 P: 850.386.3191 1 Email: cluke@mgtconsulting.com CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 5 Experience, Ability, and References MGT Advantages MGT consultants are experts in government cost of service studies. We know that the City will look at many factors in making their decision on this important project and we believe that the following factors make the difference: • LOCAL EXPERIENCE — MGT is currently engaged in a cost allocation plan and user fee study with the City of Fayetteville. • TRACK RECORD— MGT has a track record around the country of delivering high quality, innovative, on -time projects. • STABILITY — MGT has two basic management tenets: (1) retain experienced, high -character consultants; and (2) assign these consultants to engagements to develop long-term professional relationships. • SENIOR LEVEL MANAGEMENT INVOLVEMENT— MGT assigns an executive level consultant to work directly on all projects; Mr. Schlyer will be directly assigned to this project. dtaMGT is proud to partner with DTA for this engagement. DTA is a public finance consulting firm with offices in Dallas and Houston, Texas, Tampa, Florida, Newport Beach, San Jose, San Francisco, and Riverside, California, and Raleigh, North Carolina. Since its establishment in 1985, DTA has completed consulting assignments for more than 3,000 clients in 22 states. During this period, the firm has been involved in the formation of more than 2,000 public finance districts, with total bond authorizations exceeding $75 billion. DTA is licensed and registered with the U.S. Securities and Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB) as a Municipal Advisor (No. 867-01160) and follows all the fiduciary requirements associated with this designation. Notably, DTA has worked in the parkland fee space for municipalities nationwide. DTA is also currently working in both the City and County of El Paso, Texas, as a fiscal and economic consultant for two separate development projects of 180 homes and a much larger 4,300 homes. This is the County of El Paso's first district improvement approach to guiding development and receiving community benefits, in the process establishing support for parkland infrastructure costs and various public improvements, including a community and recreation center, a splash pad, parks and walking trails, biking paths, and hiking trails. DTA is working closely with the County of El Paso's Parks and Recreation Division, Public Works Department, Engineering Department, Financial Advisor, and County residents for this project. In addition, DTA was just recently hired by Pickens County, South Carolina, to conduct a comprehensive Countywide impact fee study that shall assess Transportation, Fire, Stormwater, Roads and Bridges, County Facilities, and Parks and Recreation Fees. MGT Qualifications CITY OF FAYETTEVILLE I AUGUST 9, 2023 PAGE 6 ... MGT RFP #23-15 1 PARK IMPACT FEE STUDY EXPERIENCE, ABILITY, AND REFERENCES User fee studies are one of MGT's core services. Lead staff on our proposed team have over 30 years' experience performing planning, building, and engineering fee studies — both on the revenue side and the process improvement/management side. Expertise and Experience MGT is thoroughly familiar with all relevant federal and state of Arkansas Park Impact Fee requirements. Our expert consulting team is proficient at managing Park Impact Fee projects precisely like the one requested by the City. MGT also has an outstanding record of past performance. Our teams are composed of proven professionals with the goal of providing the best quality of service while meeting project schedules and budgets. To review completed projects like the study requested by the City, please see the References section of our proposal. Project Management and Communication Our project management process includes a project schedule with deadlines and a project team with the availability to meet deadlines. MGT will onboard additional consultants if needed and perform quality assurance activities throughout the project. To ensure satisfaction for the City, our communication plan includes: • Frequent formal and informal correspondence • Meetings (on -site or teleconference) • Built-in checks to keep your project on track Past and Current Related Experience Impact Fee Experience DTA, our partnering public finance consulting firm, will be providing impact fee expertise for this engagement. Each of DTA's impact fee studies includes a cost -benefit analysis and the determination of nexus between the facilities financed and financing mechanism. DTA has prepared approximately 500 fee justification studies to date for a variety of public improvements, including transportation, water, sewer and flood control facilities, fire and police stations, parkland, libraries, and other types of infrastructure. DTA has been performing public facilities fee consulting services for 36 years, since 1987. DTA has extensive experience preparing Park Impact Fee studies that have withstood legal scrutiny to the extent that none of our prior studies have been subject to any type of litigation. In addition, DTA staff has extensive experience working with various stakeholder groups, including public agencies, public agency municipal staff, residents, local Chambers of Commerce, and other interested parties. CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 7 EXPERIENCE, ABILITY, AND REFERENCES DTA has a staff of approximately 50 employees, all of whom are directly involved solely in public finance. Staff members come from backgrounds in several fields, including land development, public administration, civil engineering, investment banking, economic consulting, redevelopment, law, and land use planning. This diversity of experience and expertise allows DTA to meet a wide variety of challenges related to both the actual work product and client management. DTA's staff members have considerable experience in computer -based financial analyses and modeling, which is a key component of the firm's consulting services. This ensures that the development of computer models utilized in the potential Fee Study will be in experienced hands. A partial list of the municipal clients for whom we have completed impact fee studies in California in recent years is provided below. DTA is also currently involved in impact fee engagements in the Town of Queen Creek, Arizona, Hillsborough County and the City of Riviera Beach, Florida, numerous municipalities in North Carolina, and Pickens County, South Carolina. • City of Anaheim • City of San Jacinto • City of Blythe • City of San Jose • City of Brawley • City of San Luis Obispo • City of Calexico • City of Santa Ana • City of Campbell • City of Soledad • City of Cathedral City • City of South San Francisco • City of Cerritos • City of Torrance • City of Chino • City of Tustin • City of Chino Hills • City of Upland • City of Colton • City of Victorville • City of Costa Mesa • County of Colusa • City of Cypress • County of Fresno • City of Desert Hot Springs • County of Kings • City of Escalon • County of Pasadena • City of Firebaugh • County of Riverside • City of Fontana • County of San Bernardino • City of Fowler • County of San Francisco • City of Glendale • County of San Luis Obispo • City of Hesperia • County of Santa Barbara • City of lone • County of Santa Clara Fire Department • City of Kingsburg • County of Shasta • City of Lakeview • County of South Santa Clara Fire District • City of Live Oa • County of Yub CITY OF FAYETTEVILLE I AUGUST 9, 2023 �� MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 8 EXPERIENCE, ABILITY, AND REFERENCES • City of Los Banos • City of Manteca • City of Napa • City of Palo Alto • City of Pasadena • City of Paso Robles • City of Perris • City of Red Bluff • City of Redlands • City of San Bernardino • City of San Francisco • Town of Loomis • Town of Mammoth Lakes • Beaumont Cherry Valley Recreation and Parks District • Denair Community Services District • El Dorado Hills Community Services District • El Dorado Hills Fire Department • Jurupa Area Recreation and Park District • San Gorgonio Memorial Hospital • San Gorgonio Pass Water Agency • South Yuba Transportation Improvement Authority Management and Cost of Service Experience MGT annually prepares over 300 cost of service projects each year for local and state governments. Our clients range from small cities, counties, and districts to the largest urban areas in the nation, as well as multiple state and U.S. territories. MGT is thoroughly familiar with all relevant requirements for this project, and the legal issues surrounding impact fees. With over 50 years of experience in governmental cost determination, the expert consulting team proposed for your project is proficient at managing projects exactly like the one being requested by the City. The following table shows a small selection of current MGT cost of service clients. • Wichita, Kansas • Oklahoma City, Oklahoma • Tulsa, Oklahoma • Oklahoma County, Oklahoma • Hillsborough County, Florida • Fulton County, Georgia • Mobile County, Alabama • Muskegon County, Michigan • Jefferson County, Colorado • Jefferson Parish, Louisiana • Johnson County, Kansas • City of Flint, Michigan • Orange County, California • Pasco County, Florida • Nasau County, Florida • City of Melbourne, Florida • Collier County, Florida • Riverside County, California • Spokane County, Washington • Coconino County, Arizona • New Orleans, Louisiana • City of Atlanta, Georgia • Tulsa, Oklahoma • Colorado Springs, Colorado • Fulton County, Georgia CITY OF FAYETTEVILLE I AUGUST 9, 2023 MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 9 EXPERIENCE, ABILITY, AND REFERENCES The map below in Exhibit 1 highlights the states where MGT is preparing related cost of service studies. Our projects are staffed and scheduled to allow for multiple meetings and interviews with department personnel, to present formal or informal training sessions to project stakeholders or personnel new to the project, and to provide multiple revisions and reviews of draft plans with designated personnel. ]ft COUNTIES STATES US VIRGIN ISLANDS Exhibit 1. MGT's National Cost of Service Experience Similar Past & Ongoing Projects City of Palo Alto Palo Alto, CA DIF Update 2012-Ongoing Cost Allocation & Federal Broward County Fort Lauderdale, FL Transportation 2014-Ongoing Administration Submission City of Riviera Beach Riviera Beach, FL DIF Update 2021 County of Yuba Yuba County, CA DIF Report 2014 Road Infrastructure Surtax Walton County Crestview, FL Performance Review & 2022 Audit DIF Update; Special Tax City of Anaheim Anaheim, CA Consultant/Assessment 1990 - present Engineer Services .❖. M G T CITY OF FAYETTEVILLE I AUGUST 9, 2023 RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 10 EXPERIENCE, ABILITY, AND REFERENCES El Dorado Hills Fee Study; District Community Services El Dorado Hills, CA November 2016-Ongoing Administration Services District City of Kingsburg I Kingsburg, CA Proposed Project Team We believe MGT has designated a project team for the City's project with exceptional qualifications for completing the scope of work and assisting the City of Fayetteville. We intend to only assign senior consultants with extensive experience in preparing impact fee studies and providing high level management and financial analysis. This project team has the availability and bandwidth to successfully complete this project. The personnel described in our proposal are the professionals who will provide the services for this project. The key staff will all be available and actively engaged in this project for the duration. The project management team/key team members assigned to the City of Fayetteville contract shall not be substituted without the expressed permission of the City. Roles and Responsibilities City of Fayetteville Project Director DIF Update; Special Tax CJune 2015-June 2017 Consultant Services CITY OF FAYETTEVILLEI ARKANSAS J Exhibit 2. Project Team Org Chart MGT suggests the City appoint a single point of contact to serve as the Project Officer. The Project Officer will have primary responsibility and final authority over all activities, and he/she will provide project guidance and direction to the MGT team. The Project Officer will approve the contract, work plan, and final report. All project correspondence, progress reports, and final reports will be delivered to the Project Officer. CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 11 EXPERIENCE, ABILITY, AND REFERENCES MGT Project Executive Patrick Dyer, Vice President, Financial Solutions The Project Executive will be the primary person responsible for ensuring the resources to conduct the study are available from start to finish and that the team fulfills all contractual requirements, produces a quality report, and meets all project deadlines. The MGT Project Executive is the main point of quality control, has final authority for the project and deliverables, and helps resolve conflicts over any project issues. Mr. Dyer will address any questions or concerns throughout the project and will be available to attend on -site interviews, necessary meetings and present the final report findings to City staff. Mr. Dyer will ensure that the City is unconditionally satisfied with the services received from MGT consultants. MGT Project Director Bret Schlyer, Vice President, Performance Solutions The MGT Project Director will manage the engagement, which includes assigning tasks to project team members, monitoring all activities, and maintaining frequent contact with the City Project Officer throughout the lifecycle of the project. Mr. Schlyer will participate in key meetings and presentations. He will also closely monitor the project timeline against milestones and deadlines. Ricardo Cepin, CPA, MGT Project Consultant Consultant Team Richard Ruiz Jr, DTA Project Manager Steve Runk, PE, DTA Engineer Hector Perez, DTA Project Consultant These individuals will work in close contact with MGT's Project Executive, Project Director and key City officials, as appropriate, to customize and execute each work task and fulfill the City's stated expectations. This team will be actively involved in data gathering, data analysis, report writing, follow up phone calls and e-mails. Under the supervision of the Project Director, they will review, document, evaluate, and generate recommendations in accordance with each component of the work plan. Resumes Resumes of proposed personnel are provided in the Appendix, page 30. CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 12 EXPERIENCE, ABILITY, AND REFERENCES References MGT is the pre-eminent firm in analyzing department operations and fees. We have worked with local governments around the country for decades. We offer the following examples of similar projects. Projects listed below took place within the last five years: CITY OF LEANDER of Leander, TX iert Powers, Finance Director West Willis Street, Leander, TX 78646 2)-528-2734 ewers@LeanderTX.gov 5-Present DTA currently administers three PIDs for the City of Leander, specifically the Oak Creek, Deerbrooke, and Crystal Springs PIDs. Oak Creek is a 151-acre, 446-residential unit master -planned community located in the City (Williamson County). Bonds in the amount of $5,200,000 were issued in 2014. DTA's implementation responsibilities for the Oak Creek PID include the preparation of annual SAP updates; parcel database development, maintenance, and updates; the determination of the annual budget, including detailed financial reconciliation of prior year revenues and expenditures and assessment installment calculations; payoff calculations and coordination with the trustee regarding the redemption of bonds from prepayment proceeds; trustee compliance monitoring; the management of the billing and collection of assessment installments, including the mailing of collection/reminder letters and assistance to foreclosure counsel; the preparation and dissemination of Rule 15c2-12 Reports; arbitrage/rebate computation and reporting; and the preparation of responses to questions from property owners and other interested parties. Cost: $42,000/FY TOWN OF TROPHY CLUB Town of Trophy Club, TX Mike Erwin, Director of Finance 1 Trophy Wood Drive, Trophy Club, TX 76262 (682) 237-2912 CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. M G T RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 13 EXPERIENCE, ABILITY, AND REFERENCES MErwin@TrophyClub.org 2008-Present The Town of Trophy Club PID No. 1 encompasses The Highlands, a 697-acre, 1,474 residential unit master -planned development in the Town of Trophy Club. Bonds for $27,500,000 were issued in 2007. DTA handles a full range of PID administration services, including the preparation of annual SAP updates; budget preparation and reconciliation; trust account administration, compliance, and audit; the review and approval of Improvement Fund disbursement requests; parcel and ownership change research; the development and update of the parcel database; assessment apportionment and assessment installment calculations; coordination with Denton County on the billing and collection of assessment installments; the mailing of collection/reminder letters and assistance to foreclosure counsel; payoff calculations and assistance to property owners; the preparation and dissemination of Rule 15c2-12 Continuing Disclosure Reports; and arbitrage/rebate computation and reporting. Cost: $20,000/FY CITY OF RIVIERA BEACH City of Riviera Beach, FL Randy Sherman, Director of Finance and Administrative Services 600 W. Blue Heron Blvd., Riviera Beach, FL 33404 RSherman@RivieraBeach.org (561) 845-4045 April 2021-Present MGT and DTA are currently updating the City of Riviera Beach impact fee schedule for parks, recreation, police, fire, library, and transportation services pursuant to the Florida Impact Fees Act. In addition, DTA has reviewed Florida's 2021 impact fee legislation, HB 337, to provide and recommend best outcomes and practices for the City. To determine these updated costs, DTA, in partnership with MGT, has conducted a detailed review of the City's budgets, Comprehensive Plans, Capital Improvements Plans, Facilities Master Plans, strategic goals, and any additional expansion of services to the community. Cost: $$49,000 CITY OF FAYETTEVILLE I AUGUST 9, 2023 MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 14 EXPERIENCE, ABILITY, AND REFERENCES CITY OF TULSA, OK City of Tulsa, OK Jarrod Moore, Interim Budget & Planning Division Manager 175 East 2"d Street, Tulsa, OK 74103 JLMoore@cityoftulsa.org (918) 526-7809 2010-Present MGT annually prepares a city-wide cost allocation plan for the City of Tulsa. The plan identifies the cost of administrative services provided by General Fund departments in support of the City's Enterprise Funds. The City relies upon MGT's calculations to determine the amount of the transfer from the Enterprise Funds back to the City's General Fund as reimbursement for the cost of the services provided. Cost: $10,000 OKLAHOMA COUNTY, OK Oklahoma County, OK Aaron Etherington, Assistant District Attorney 320 Robert S. Kerr, Suite 501, Oklahoma City, OK 73102 Aaron.etherington@oklahomacounty.org (405) 713-1666 2017-Present MGT annually prepares a cost of incarceration study for the Oklahoma County Detention Facility. The study was prepared at the request of the County, until control of the jail changed to the Jail Trust — MGT's contract is now directly with the Jail Trust. The study involves identifying all the operating costs of the jail facility, and breaking them down into components to establish a cost per day for housing adult inmates. MGT then provides testimony in a hearing with the District Court to present, explain and defend the calculations. The project concludes with the issuance of an Administrative Order by the District Court to establish the daily cost of incarceration at the facility. Cost: $10,000 CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 15 Technical Approach With respect to the Fee Study, the project team would provide all-inclusive professional and technical support to the City in conducting a comprehensive review of required impact fee levels documented in the formal Nexus Study. The Final Report would present a fee methodology that satisfies the "rational nexus" tests used by the courts to determine the legality of development exactions. General Approach to Development Impact Fees Reviews and Nexus Studies In determining a reasonable nexus for each specific type of public facility, the project team will utilize one or more of the methodologies discussed below depending upon the data and other information available from the City and its current infrastructure policies. All the fee methodologies employ the concept of an Equivalent Dwelling Unit (EDU) to allocate benefit among various land use classes. EDUs are a means of quantifying different land uses in terms of their equivalence to a residential dwelling unit, where equivalence is measured in terms of potential infrastructure use or benefit from each type of public facility. For many types of facilities, EDUs are calculated based on the number of residents or employees generated by each land use class. For other facilities, different measures, such as the number of service calls, quantity of trip miles, or amount of storm water run-off, more accurately represent the benefit provided to each land use class. Transportation facilities typically demand EDU calculations predicated on a per unit or per trip basis. The three types of fee methodologies used by the project team are based on either an existing infrastructure plan, a predetermined capacity amount, or a generic standard. PLAN -BASED FEES The first method of apportioning fees is based on a "Plan," such as a Master Plan of Facilities, which identifies a finite set of improvements. These Facilities Plans generally identify a finite set of facilities needed by the public agency and are developed according to assessments of facilities needs prepared by staff and/or outside consultants and adopted by the public agency's legislative body. With this plan -based approach, specific costs can be projected and assigned to all land uses planned in the future, often with a specific time period in mind that reflects new development projections. In preparing an impact fee analysis, facilities costs can be allocated in proportion to the amount of demand caused by each type of future development. It works well when it is difficult to measure the actual service needed by a land use type or where capacity cannot be directly related to demand. Roads and flood control improvements are examples where plan -based fees are often used. These fees are typically per unit assessments. CAPACITY -BASED FEES A second method of fee assessment is based on the "capacity" of a service or system, such as a water tank or a sewer plant. This kind of fee is not dependent on a particular Land Use Plan (i.e., amount or intensity), but rather it is based on a rate or cost per unit of capacity that can be applied to any type of development as long as the system has adequate capacity. This type of fee is useful when the costs of MGT CITY OF FAYETTEVILLE I AUGUST9, 2023 PAGE 16 RFP #23-15 1 PARK IMPACT FEE STUDY TECHNICAL APPROACH the facility or system are unknown at the outset, but it requires that the amount of capacity used by a particular land use type be measurable or estimable. Capacity -based impact fees are assessed based on the demand rate per unit. This type of fee would most typically be assessed for water or wastewater systems. STANDARD -BASED FEES A third method of assessing fees is based on "standards" where costs are based on units of demand. This method establishes a generic unit cost for capacity, which is then applied to each land use per unit of demand. This methodology provides several advantages, including not needing to know the cost of a specific facility and/or how much capacity or service is provided by the current system or having to commit to a specific size of facility. In preparing its analysis, the project team will apply one or more of these three methodologies to each facility type to generate applicable fee levels. However, the results of our quantitative analysis will be tempered by real -world factors to be at least considered by the City prior to the adoption of revised fee levels. For example: • How do the proposed fee levels compare with those imposed in neighboring jurisdictions? Do any of the fee components need to be substantially modified or eliminated? • Will the calculated fee levels be so high they discourage future development? If so, the list of needed facilities could be shortened, with more facilities being assigned to individual development projects through conditions of approval, so they are not funded through the City's fee program and, therefore, fee levels can be decreased. • Should a "fee credit" program be established for developers who build or oversize facilities on the City's facilities needs list? • Should the automatic fee escalator be reviewed to possibly further mitigate the impacts of inflation on the fee program prior to the preparation and adoption of the next fee program by the City? These questions and related issues will be discussed during the kickoff meeting and affect the implementation of the scope of work. Staffing Commitments and Capacity MGT is committed to providing responsive service and understands that time is money. Our current workload will not hinder our ability or commitment to provide the City with the same quality and timely service as received by all of our clients. Each proposed team member is available to begin your project upon receipt of a signed contract. Should additional resources become required throughout the course of providing services, or should the project schedule become accelerated, MGT can draw from the expertise and resources of our entire firm of 100+ employees to help meet your needs. We will commit the resources necessary to get the job done. CITY OF FAYETTEVILLE I AUGUST 9, 2023 �� MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 17 TECHNICAL APPROACH We have thoughtfully brought together a team to provide outstanding services in a responsive, cost- effective, innovative and creative manner to the City. This high-powered team provides the City with the local knowledge and experience needed and covers the range of projects that may arise under this contract. MGT and DTA have several projects similar to this scope/RFP concurrently being completed. MGT has 40+ experts and DTA has 45+ public finance professionals that are capable and have the capacity to assist on the City project. Most project consultants have 2 to 3 active projects that they are assigned to that are in various stages of completion. The proposed team is available to start the project immediately and has the capacity to meet the timelines requested by the City. Cost Control Our most effective form of cost control is our commitment to continuous communication and adhering to sound project management principles. CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 18 TECHNICAL APPROACH Effective and Continuous Communication Effective and continuous communication between the MGT Project Director, the City Project Officer, MGT team members, and stakeholders is one of the most critical aspects of project management. The MGT Project Director will actively seek input and feedback from the City Project Officer and key stakeholders at each stage of this study. MGT's Project Director will regularly communicate information about the study's progress and problems which may arise before becoming a larger issue. A sample of the communications report we use frequently is shown in Exhibit 3. Project Management Each of our proposed senior level consultants is an expert in applying various project management methods and techniques to our projects. This expertise is rooted in completing hundreds of fee studies, many for jurisdictions similar in size to the City. Additionally, all MGT consultants attend regular peer group reviews and training sessions to continuously refine project management and client service knowledge and skills. Our approach is to jointly establish a framework of firm timelines and milestones with each client based on that client's unique circumstances and needs. Aside from fixed deadlines and milestones, however, the framework is flexible to accommodate each client and even each annual project for recurring clients. MGT's project management process and client satisfaction components are graphically represented below in Exhibit 4. We have found that focusing on these six components of client satisfaction ensures that the work is properly performed and that milestones are met on **i*i MGT CONSULTING GROUP March 23.2018 Mary Ann Fotnos, Deputy Dnector c sty of Ph— Ptannnng S Development Department Manaaenent Sernces 200 W. Washnyton Street. 3� Floor Ph—, AZ 85003 Dear Mary Ann The tol o—g table n a wtus report for the plannn; and de.elopnnent depuunent ucer fee atudy project. It n intended to pre you up to date nlormatson about the status of the protect dentdy m le%tones ach—d and those it,11 to be met. and M6hkght any nsues that nay need wnnwd ate Atennon. Sta" Report s: 2 Protect Plameve n` S Development Dept. U— Fee Study Protect start date: December 2017 Proposed —Viet— date: March 2019 Eumated Wr pkaan date: March 2019 Estmate of conpktan: 20% Exhibit 3. Sample Communications Report schedule and within budget. The primary tool for delivering each of the components is communication. Our project teams are in regular contact with the project executive, providing project status updates and explaining any variances from the planned schedule. Additionally, MGT is committed to regular client contact through client meetings and formal status updates at regular intervals. CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 19 TECHNICAL APPROACH MGT Client Satisfaction Components Initial Project Responsiveness and Flexible to Planning Client Concerns Assignment of Quality Staff i,�1 Satisfied Client With Quality Product Timely Performance Quality Review Communication through Throughout the ......... Comparative Project Lifecycle Variance Analysis Exhibit 4. MG7 s Components to Client Satisfaction CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. M G T RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 20 TECHNICAL APPROACH Project Schedule Shown below is MGT's proposed schedule for the engagement. We will work with the City to develop clear internal deadlines at the beginning of the project and combine that with intentional and structured communications. MGT concurs with the City's requirement that the initial term for this project will start after City Council approval of the contract, with completion in 6 months. The project team will review available documents (Parks Master Plan, CIP, U.S. Census data, development/permits history, budget/community surveys, etc.) prior to contract award so we can understand the issues of growth and service. Notably, we shall provide ongoing communication, education, and outreach throughout the duration of the project. The project team is able to begin work with minimal notice. After the kickoff meeting, the City and project team may agree to expediate this project within the 180-day timeframe. Development ofrFM9"TFFMy and Project `1. 1 Initiation 2. Develop Population and Dwelling Unit Projections 3. Review Facility/Capital Needs and Levels of Service 4. Develop Methodology for Calculating New Fee Amounts 5. Determine Fee Levels 6. Prepare Draft and Final Reports 7. Outline Tasks Required forthe Implementation and Administration of the Fee Program 8. Attend Meeting and Public Outreach Work Plan Work products stemming from the work plan described in this section will include a memorandum (memo) summarizing the fee methodology options and Draft and Final Administrative Reports. The project team has an enviable reputation for producing high -quality work in a quick and efficient manner to correspond with even the most aggressive project schedule. Our clients also receive high levels of personal attention from senior staff, with senior management always available to meet with public agency staff and other groups. Task 1.0: DEVELOPMENT OF PROJECT STRATEGY AND KICKOFF MEETING Project team staff will meet with City staff in a project kickoff meeting to finalize the details of the project, deliverables, timetables, and tasks, discuss the fee methodologies and best practices, identify needed CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. M G T RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 21 TECHNICAL APPROACH information (i.e., reports, project/needs lists, stakeholder groups, data, etc.), prepare the final schedule, discuss the public process, and resolve other concerns, as appropriate. Task 2.0: DEVELOP POPULATION AND DWELLING UNIT PROJECTIONS The project team will compile and document existing and future population and development estimates for the City. The projections resulting from this task will ultimately calculate fee levels. At this stage, the team will evaluate City resources, influences, all factors affecting the existing Fee Study, and pertinent impact fees as outlined by the City. This task comprises four subtasks. SUBTASK 2A — POPULATION PROJECTIONS The project team will gather existing information on present and future population for the City from various sources, including City staff, the General Plan, existing Master Plans, the Park Land Dedication (PLD) Ordinance, the State Department of Finance and Administration, the U.S. Census, and other data sources, including the City's Capital Improvement Program (CIP). SUBTASK 2B — CONDUCT ENTITLEMENT RESEARCH AND PROJECTIONS The team will coordinate with the City Development Services Department to determine existing and future residential and non-residential development within the City over the planning horizon (5 years, or otherwise). To complete this subtask, we will: Review the General Plan/CIP and related plans to determine expected development land use patterns in the City; ■ Review City records to identify existing entitlements for dwelling units and commercial/industrial development; and ■ Project the number of new dwelling units and commercial/industrial development based on existing entitlements and population projections through 2035, or such other target year as selected by City staff. SUBTASK 2C — REVIEW CURRENT CITY FEE STRUCTURE The project team shall review and summarize the City's current development fee structures, City policies and procedures, and other regulatory requirements affecting potential fee structures and revenue program requirements. SUBTASK 2D — REVIEW PRIOR CITY FEE JUSTIFICATION STUDIES The project team shall review the approach and methodology utilized in prior City fee justification studies so they can be evaluated in light of the City's current needs. Task3.0: REVIEW FACILITY/CAPITAL NEEDS AND LEVELS OF SERVICE This task entails the review of the facilities and capital needs required to serve new development in the study area projected in Task 2. The team will use existing City materials (and any relevant Developer's Facilities Reports) as base documents and focus our effort on updating this information. CITY OF FAYETTEVILLE I AUGUST 9, 2023 �� MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 22 TECHNICAL APPROACH For any fee program to be comprehensive in its scope, it is necessary to complete a thorough identification and review of all the facilities that will be impacted by additional growth, including those already discussed in the General Plan or CIP. This task will require close coordination with all appropriate City departments. SUBTASK 3A — SURVEY/INTERVIEW CITY STAFF We shall survey/interview City staff to review projected facilities in the City, along with major equipment needs, the timing at which improvements will be needed, and any physical data that would assist in developing the costs estimated below in Subtask 3C. Based upon the results of the surveys and interviews, we will verify and, if appropriate, expand the list of new facilities found in the General Plan/CIP to be included within the fee program for the City. SUBTASK 313 — FACILITIES LIST Based on the information collected in Subtask 3A, we shall prepare a facilities needs list that details the new facilities and equipment to serve new development in the City. SUBTASK 3C — REVIEW COST ESTIMATES The project team's engineering and technical staff will, as necessary, consult with City department heads and/or engineering staff or equivalent to ascertain and understand in-house cost data for existing and projected facilities and equipment, apply inflation and cost -of -living escalators to the list of projected public facilities to determine future costs, review and/or refine existing cost data, examine major sources of revenue to fund the construction of new public facilities, and provide a proportional estimate between projected costs for new facilities and projected revenue from mitigation fees and other sources. Task4.0: DEVELOP METHODOLOGY FOR CALCULATING NEW FEE AMOUNTS This task entails developing the methodology used to establish the fee amount for each fee component to the extent appropriate. There are two critical issues that must be considered in developing a fee program. The fee program must generate revenues in a timely manner and the methodology must meet the nexus or benefit requirements. Since fees of any sort are controversial, it is critical that any fee established be legally defensible. The project team's Fee Study methodology must meet nexus or benefit requirements, which necessitate that there be a nexus between the fees imposed, use of the fees, and development projects on which the fees are imposed. Furthermore, there must be a relationship between the amount of the fee and the cost of the improvements. In order to impose a fee as a condition for a development project, the methodology must: ■ Identify the purpose of the fee; ■ Ascertain the use to which the fee is to be put (if the use is financing public facilities, the facilities must be identified); ■ Determine if there is a reasonable relationship between the fee's use and type of development project on which the fee is imposed; and ■ Identify if there is a reasonable relationship between the need for the public facility and the type of development project on which the fee is being imposed. CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. M G T RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 23 TECHNICAL APPROACH Implicit in these requirements is a stipulation that a public agency cannot impose a fee to cure existing deficiencies in public facilities or improve public facilities beyond what is required based on the specific impacts of new development. The benefit methodology established in this task will be documented in the Final Report. The project team shall prepare a memo to City staff summarizing available methodologies and their respective pros and cons and providing detailed examples of other cities' or agencies' impact fee programs. Methodologies to review will include programs based on auto vehicle trips, all mode trips (e.g., auto, transit, bike, walk), square footage, household units, etc. The memo will also discuss, as applicable, context -sensitive and transportation demand management adjustments and "credits" for capital improvements required as part of a project application. The project team will recommend a Fee Expenditure Plan to ensure that projects can be fully funded and implemented within any required time limits for expenditures of such funds and possible flexibility to allow collected fees to be used to provide the City with a match for grant applications. Finally, the memo will include recommendations for methodology and next steps. Upon review and discussion by City staff, a methodology will be selected. Deliverable: Memo Summarizing the Fee Methodology Options Task5.0: DETERMINE FEE LEVELS This task entails calculating the fee amounts based upon the dwelling unit and commercial/industrial development projections completed in Task 2, facilities needs and costs determined in Task 3, and methodology selected in Task 4. SUBTASK 5A — CALCULATE RECOMMENDED FEE AMOUNTS We shall calculate fees for the City by inputting the data compiled under the preceding tasks and computing each fee to be levied. This work will be done in a spreadsheet format that can be updated annually. We will also evaluate this data in comparison to surrounding jurisdictions so as to arrive at comparable and acceptable fee levels. SUBTASK 513 — DOCUMENT FEE DERIVATION We shall document the methodology utilized for the fee calculation model that can be understood by the City and public. We shall prepare written statements documenting the validity of the methodology for deriving each of the fees for the City. These statements will be made to meet the requirements of the Arkansas Impact Fee Law and documented in the Final Report discussed below. Task 6.0: PREPARE DRAFT AND FINAL REPORTS This task entails the preparation of the Draft and Final Reports for consideration by the City Council and City staff. SUBTASK 6A — PREPARE DRAFT REPORT FOR COMMENTS Based on the work completed in Tasks 1-5, DTA will prepare the Draft Report for review and consideration by City staff. The Draft Report will be prepared under the standards of State statutes CITY OF FAYETTEVILLE I AUGUST 9, 2023 �� MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 24 TECHNICAL APPROACH and is expected to include an executive summary, population projections, a facilities and improvements list, areas of benefit (if applicable), fee calculations, recommended fee levels, and the suggested process for keeping fees current. The report shall also contain full fee schedule tables showing input data and interim calculation results, as well as abbreviated fee schedule tables. SUBTASK 6B — PREPARE FINAL REPORT Based on the incorporation of City staff comments and concerns on the Draft Report, we will prepare the Final Report for presentation to the City Council and City staff. Deliverables: Workshop with the City Council; Draft and Final Reports Task 7.0: OUTLINE TASKS REQUIRED FOR THE IMPLEMENTATION AND ADMINISTRATION OF THE FEE PROGRAM The project team will prepare a list of tasks required of the City once they have adopted their new fee program. These tasks include the determination of actual fee levels if the City decides not to impose the maximum fee levels allowed under the Fee Study, the implementation of the fee credit program, and other issues the City may face when implementing the fee program. In addition, we shall prepare a Draft Ordinance to adopt the fee program, subject to review and approval by the City's legal counsel. Task 8.0: ATTEND MEETINGS AND PUBLIC OUTREACH This task entails attendance at meetings/workshops, including the kickoff meeting with staff (virtual or on -site), progress meetings as needed (virtual or on -site), up to two City Commission workshops (on - site), and up to two City Council meetings/public hearings. Deliverable: Final Presentation CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. M G T RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 25 Cost Proposal ._Title Hourly Rate Est. Hours Total Cost President/MD $290 1 $290 Task#1: Development of Project Vice President $250 7 $1,750 Strategy and Kickoff Meeting Senior Manager $210 5 $1,050 Senior Associate $200 7 $1,400 Associate II $165 1 $165 21 $4,655 President/MD $290 0 $0 Task#2: Data Vice President $250 2 $500 Collection/Background Review Senior Manager $210 4 $840 Senior Associate $200 7 $1,400 Associate II $165 3 $495 16 $3,235 President/MD $290 1 $290 Vice President $250 4 $1,000 Task #3: Additional Review Senior Manager $210 4 $840 Senior Associate $200 8 $1,600 Associate II $165 1 $165 18 $3,895 President/MD $290 0 $0 Vice President $250 7 $1,750 Task #4: Growth Analysis Senior Manager $210 7 $1,470 Senior Associate $200 8 $1,600 Associate II $165 2 $330 15 $5,150 President/MD $290 1 $290 Vice President $250 3 $750 Task #5: Impact Fee Methodologies Senior Manager $210 5 $1,050 Senior Associate $200 7 $1,400 Associate II $165 5 $825 21 $4,325 President/MD $290 0 $0 Task#6: Review Findings with City Vice President $250 2 $500 Staff Senior Manager $210 8 $1,680 Senior Associate $200 10 $2,000 Associate II $165 4 $660 24 $4,840 President/MD $290 0 $0 Task#7: Prepare Draft and Final Vice President $250 4 $1,000 Summary Technical Report Senior Manager $210 8 $1,680 Senior Associate $200 12 $2,400 Associate II $165 4 $660 28 $5,740 President/MD $290 0 $0 Task #8: Attend Four (4) Additional Vice President $250 4 $1,000 In -Person and Virtual Meetings and Senior Manager $210 4 $840 Public Outreach Senior Associate $200 4 $800 Associate II $165 0 $0 12 $2,640 President/MD $290 3 $870 Vice President $250 33 $8,250 Total Not to Exceed Senior Manager $210 45 $9,450 Senior Associate $200 63 $12,600 Associate II $165 20 $3,300 Subtotal 164 $34,470 Out -of -Pocket Ex•-$1o034 Total• to Exceed $35,504 CITY OF FAYETTEVILLE I AUGUST 9, 2023 �� MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 26 COST PROPOSAL Hourly Billing Rates Additional services requested that fall outside the scope of this project shall be provided on a time -and - materials basis using the combined blended rate of $225/ hr., with all expenses billed at cost subject to pre -approval. The hourly rate schedule is part of MGT's quote for use in invoicing for progress payments and for extra work incurred that is not part of this RFP. Method of Payment MGT will provide monthly invoices to the City based on the number of hours and travel costs incurred each month. Project Assumptions Our work plan and proposed fee for this project were developed with several key assumptions about the project. Changes to these assumptions may impact either or both our methodology and proposed fee. We welcome the opportunity to meet with the City to review these assumptions, validate or adjust these assumptions based on more complete information, and adjust the work plan and/or budget accordingly. Below, we present our assumptions: • The City will designate a Project Officer for this project. This person will function as the primary point of contact for the project, and coordinate and facilitate the flow of information and communication between the City, key stakeholders, and MGT. • The City Project Officer will ensure that comments on draft documents are consolidated into a single document and any conflicting comments are reconciled before delivering the comments to MGT. • MGT will have access to and cooperation and participation by staff and management. MGT expects to have reasonable, timely access to City personnel and data. If the City stops the project for any reason, MGT will be due all fees for services performed to date. • If necessary, meeting facilities will be arranged for and used at the expense of the City. The City will provide all requested documents at its own expense. CITY OF FAYETTEVILLE I AUGUST 9, 2023 MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 27 M Appendix Sample Data Needs Request The project team, comprised of two national consulting firm, has been retained by the City to review its Park Impact Fee program. This memorandum ("memo") serves as the data request for the information that the project team requires in order to complete this review. Please return the following information to the project team via email to hector@financedta.com: 1. Any existing fee studies or analyses related to Park Impact Fees that have been implemented within the last 5 years; 2. Copies of any fee ordinances and/or resolutions (enabling legislation) related to the implementation of Park Impact Fees; 3. Staff Reports that contain any information related to proposed, approved, and/or implemented Park Impact Fees; 4. Documentation related to the City's Park Impact Fee collection guidelines and schedules; 5. The most recent Annual and/or Five -Year Park Impact Fee Report for the City; 6. An inventory of existing park facilities (and equipment) by park type (open space, regional, neighborhood, pocket, etc.); 7. A list of all proposed improvements to existing park facilities and/or planned facilities intended to serve projected future development, including the following: a. Expected land acquisition and construction costs for any future park development projects; b. Documentation of the location (street origination/points of connection), size (acreage/square footage/length/lane miles/diameter for piping), and unit cost for any proposed park facility improvements; c. Site plans, maps, schematics, Geographic Information System ("GIS") information, etc., related to any proposed park facilities; and d. Estimated timeline for expected build -out of any projected future park facility development; 8. Information on the City's existing standard of service per 1,000 City persons (or the relevant open space ratio requirement, such as acres per 1,000 persons); 9. List of any offsetting revenues that can be applied to the planned park development costs (such as existing fund balances, grants, etc.); 10. Documentation of the use of funds that the City has collected through any Park Impact Fee program, including fund balances and documentation of any transfer of Park Impact Fees to other funds; 11. A copy of the City's current General Plan or relevant Master Plan, such as a Parks Master Plan; MGT CITY OF FAYETTEVILLE I AUGUST 9, 2023 PAGE 28 RFP #23-15 1 PARK IMPACT FEE STUDY APPENDIX 12. Current information on present and future population and employment data for the City; 13. Building permit data; 14. Comprehensive Annual Financial Reports ("CAFRs") for 5 years; 15. Financial Audit Reports (including management letters) for years 5 years; 16. Bond documentation related to Revenue/General Obligation Bonds or any other financing mechanism to support existing and future parks. Please note that following an initial review of the information provided, DTA may need to request additional information. Resumes Detailed project team resumes including experiences and expertise are included on the following pages. CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. M G T RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 29 APPENDIX PATRICK J. DYER Vice President I Performance Solutions Mr. Dyer has over 20 years of professional experience in government operations. He has worked with city, county, state, special district, joint powers authority government agencies on cost accounting and state mandated cost claiming projects during his twelve-year consulting tenure. Mr. Dyer's most recent consulting projects focus on the following areas: development user fee calculations, Federal Emergency Management Agency (FEMA) guidance and claiming, regulated cannabis/marijuana studies, city and transit agency cost allocation plans and state mandated cost consulting (specific to CA). Areas of Expertise • California State Mandate Reimbursement (SB 90) • Cost Allocation Plans, Software & Training • Indirect Cost Rate Proposals • Cost of Service / User Fee Studies • Daily Jail Rate, Booking Fee Analyses • Animal Care, Shelter, Enforcement Operations Costs, and Fees • Elections Program Operations and Cost Accounting • Transit Agency Cost Allocation and Indirect Costs • Expert Witness on Cost/Fee Lawsuits • Federal Negotiations and Audit Defense (FTA, FAA, • Clerk, Recorder and Elections Fees/Operations HSA) • FEMA Claiming & CARES Act Funding • Mental Health Funding Sources (AB 3632) • State Agency Fee Studies & Outreach • Development Impact Fee (DIF) Calculations • Education Funding & Fiscal Sustainability Education Bachelor of Science, Business Administration (Finance), California State University Sacramento Professional Experience MGT of America Consulting, LLC, Vice President, August 2007-Present Public Resource Management Group, LLC, Senior Consulting Manager MAXIMUS, Inc., Project Manager City of Davis, Finance Department, Revenue Collections Customer Service Coordinator Leadership Expertise Mr. Dyer is a senior member of MGT's leadership team. His duties as Vice President include direct project work in addition to a variety of management and administrative items. Mr. Dyer's business development and administrative duties include the following: • Sales, marketing, and budget oversight for a practice of $4.0 million of consulting engagements • Administer contracts, agreements and insurance requirements • Staff reviews, supervision and workload analysis for 15 consulting professionals • Coordinate, write, review, respond to complex government RFPs Professional History Prior to beginning his consulting career, Mr. Dyer spent over ten years with the City of Davis, most recently holding the position supervising the Finance Department staff handling all City revenue collection, loans, parking citation billing, 15,000 utility billing accounts and the City's 5,000 business licenses. Mr. Dyer also completed a successful pilot data capture program between the City of Davis and the State of California Department of Motor Vehicles to develop a virtual private network to exchange vehicle owner information and streamline parking collection processes for local government. While at the City of Davis, Mr. Dyer held the position of President with the Davis City Employees Association, a labor union for approximately 300 of the City's miscellaneous employees. While holding that position, Mr. Dyer gained valuable experience related to employer -employee contracts (MOUs), labor relations law, collective bargaining, class/comp studies and compensation analysis. CITY OF FAYETTEVILLE I AUGUST 9, 2023 �� MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 30 APPENDIX BRET SCHLYER Vice President I Performance Solutions Mr. Schlyer has more than 25 years of experience assisting state and local government clients. His work and consulting project experiences have provided him with both theoretical and practical experience in the analysis and costing of governmental operations. He has extensive experience with federal cost determination standards; generally accepted accounting principles and procedures; and governmental budgeting, finance, accounting, and operations. Mr. Schlyer is nationally recognized as an authority on federal cost principles and its impact on state and local governments. He has made numerous presentations to and published articles for governmental organizations on the development and application of federal cost allocation plans, indirect cost rates, charge -back rates, and compliance with federal cost principles. He has provided training at several state Association of Governmental Accountants and Governmental Finance Officer Association professional development conferences. In addition, he has given presentations on federal costing principles, cost analysis, and cost recovery subjects to state agencies and local entities in more than a dozen states. Areas of Expertise • Cost Allocation Plans (CAPS) in accordance with federal cost principles (2 CFR Part 200) and generally accepted accounting principles (GAAP) • Statewide Cost Allocation Plans (SWCAPs). • Indirect Cost Rate Proposals (ICRPs). • Development and negotiation of charge -back rate methodologies and rates for Internal Service Funds. • Daily Jail Rate, Booking Fee Analyses • Indirect cost policies, procedures, and models for sub -grantees. • Activity based cost of services and user fee studies • Assisting agencies in maximizing general fund cost recoveries from federally funded programs, enterprise and special revenue funds, and other non -general fund sources • Development and implementation of personnel activity reporting systems Education Bachelor of Science, Business Accounting, University of Kansas Professional Experience MGT of America Consulting, LLC, Vice President, Financial Solutions, 2008-Present Maximus, Inc., Director, Financial Services Division David M. Griffith & Associates, LTD. (DMG), Consultant Kansas Corporation Commission, Administrative Officer State Government Expertise Mr. Schlyer has extensive experience and knowledge of 2 CFR Part 200 and its application and relevance to state governments in a variety of settings including the development and negotiation of cost allocation plans (CAP), statewide cost allocation plans (SWCAPs) and indirect cost rate proposals (ICRP). He also has experience with implementing and administering random moment sampling systems, and rate setting and administrative claiming for the Medicaid program. Local Government and Not -For -Profit Expertise Mr. Schlyer has significant experience with local government and not -for -profit cost recovery operations. His experiences have included managing and preparation of indirect cost rate proposals (ICRP), cost allocation plans (CAP) in accordance with 2 CFR Part 200 and GAAP for the identification of general fund costs provided to non -general fund entities, charge -back rates for billed services, and user fee studies. He has successfully negotiated CAPS and ICRPs with the over a dozen federal cognizant agencies including the U.S. Department of Health and Human Services, Department of Interior, Department of Labor, Housing and Urban Development, Department of Education, Department of Agriculture, and the Department of Justice. CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. M G T RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 31 APPENDIX RICARDO CEPIN, CPA, CFE Manager, Principal Auditor I Performance Solutions Mr. Cepin, a Manager for MGT, is a skilled audit and accounting professional with over eight years of experience conducting financial, operational, compliance, and performance audits. He is a detail -oriented team member and has proven success in conducting accurate appraisals of state and local agencies with conditions and financialii controls. J.Ai. Areas of Expertise • Data Analytics • Fluent in Spanish Education M.B.A., Florida State University, 2019 B.S., Accounting, University of South Florida, 2007 Project Experience • Alachua County School District (FL) I Performance Audit City of Charlottesville (VA) I Disproportionate Minority Study City of Dallas (TX) I Availability and Disparity Study City of Fort Lauderdale (FL) I Disparity Study • City of New York City (NY) I Local Hiring Study City of Port St. Lucie (FL) I User Fee Study City of Safety Harbor (FL) I Building Permit Application Review Fee Study City of Scottsdale (AZ) I General IT Controls Audit City of Tallahassee (FL) I Disparity Study • City of Winston-Salem (NC) I Disparity Study County of Broward (FL) I Performance Audit County of Collier (FL) I Performance Audit • County of Garfield (CO) I Uniform Guidance Compliance Review County of Maui (HI) I Fiscal and Performance Audit • County of Okaloosa (FL) I Performance Audit County of Orange (CA) I Capital Project Performance Audit • County of Peoria (IL) I Cost Allocation Plan County of Riverside (CA) I Performance Audit County of St. Lucie (FL) I Performance Audit • Experience in FLAIR Accounting software and AutoAudit Professional Affiliations Certified Public Accountant (CPA), licensed in Florida - 2015 Certified Fraud Examiner (CFE) - 2016 • Florida Office of Program Policy Analysis and Government Accountability I Florida Clerks of Court Organizational Review • Franklin County School District I Performance Audit Gwinnett County Public Schools (GA) I SPLOST Audit Review (Annual/Ongoing) • Hendry County School District I Performance Audit Indiana Department of Administration I Emergency Management Services: Gary Community School Corporation Inter American University of Puerto Rico Feasibility/Impact Study • Maricopa County (AZ) I Performance Audit North Texas Tollway Authority I Disparity Study Pinellas County (FL) I Cost Allocation Plan • Prince Georges County and Community College (MD) Availability and Utilization Studies The Government of Washington, D.C. I MWSDBE Program Evaluation and Review Texas Department of Family and Protective Services I Performance Audit • Virginia Mines, Minerals and Energy I Indirect Cost Recovery Rate Walton County I Performance Audit Additional Experience Audits of State Agencies — Auditor/Senior Auditor. During his time with the Auditor General's Office, Mr. Cepin conducted financial, operational, and compliance audits of state agencies. Planned and managed all aspects of the audit process for comprehensive financial, operational, and compliance audits. Participated in the Statewide Financial Statement Audit (SWFS), including evaluating internal controls. • Oversaw the cost allocation audit of the Northwest Regional Data Center, including the creation of an audit plan and budget, coordination of on -site visits, and performing detail testing. Internal Audits of County Agencies— Senior Internal Auditor. During his time with the Hillsborough County Internal Auditor's Office, Mr. Cepin evaluated county agencies' and programs' performance and compliance with a wide range of local laws and regulations: • Identified and documented weaknesses in internal controls through questionnaires, narratives, and flowcharts. • Conducted financial and performance audits of local programs, including Safe & Sound Hillsborough and the County's Jan K. Platt Environmental Lands Acquisition and Protection Program (ELAPP), respectively. CITY OF FAYETTEVILLE I AUGUST 9, 2023 �� MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 32 APPENDIX dta Mr. Ruiz has a background in econometrics and industrial organization. Since joining DTA, he has been involved in the formation and administration of numerous CFDs, ADs, and LLDs throughout California and several other states, including Florida, North Carolina, Texas, and Utah. His responsibilities related to these projects have included the development of tax spread proforma analyses and preparation of overlapping debt analyses. In addition, while at DTA, he has participated in a variety of projects, including fiscal and economic impact studies for cities and counties throughout California, school district rezoning projects, and city/county annexation RICHARD RUIZ, JR. Manager DTA projects. Mr. Ruiz also has extensive experience working on the preparation of DIF justification studies for cities and counties in California and numerous other states, including Arizona, West Virginia, and Florida. His responsibilities during the impact fee justification and apportionment analysis process for each respective project include the preparation of capital improvement and public facilities needs lists, data collection, the development and modification of the DIF Report model, the production of a written report, and interactions with city and county staff and key stakeholders. Mr. Ruiz' recent work on DIF studies in California has included engagements for the Cities of Chino Hills, Colton, Cypress, Desert Hot Springs, Fontana, Fowler, Inglewood, Norco, Perris, San Jose, Soledad, Temple City, Torrance, and Victorville and the Counties of San Luis Obispo and Santa Barbara, among others. East Coast clients include the City of Charles Town, West Virginia, Town of Queen Creek, Arizona, City of Riviera Beach, Florida, and Hillsborough County, Florida. Prior to joining DTA, Mr. Ruiz spent 14 years with an energy economics consulting firm that focused on economic and market research studies, mergers and acquisitions analyses, market entry research strategies, and economic due diligence projects for companies seeking equity funding. EDUCATION Mr. Ruiz has a degree in economics from California State University at Long Beach with a concentration in public finance. CERTIFICATIONS & ASSOCIATIONS Mr. Ruiz is a member of the American Water Works Association (AWWA) and has the experience and work history of understanding and applying the best practices of AWWA and the Water Environment Federation (WEF) in rate studies. He is also a Professional Member with the Institute of Transportation Engineers (ITE). SPECIALIZED EXPERTISE • Fiscal and economic impact studies • DIF justification studies • Formation and administration of special districts • City/county annexation projects CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. M G T RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 33 APPENDIX dta Mr. Runk has over 45 years of experience in the design and construction management of major civil engineering projects, including roadways, bridges, sewer and water improvements, and flood control facilities, grading for public works projects, and construction of commercial and industrial buildings. Mr. Runk's specific responsibilities have included design, quality control, specifications, estimates, construction bid packages, construction coordination and management, cost analyses and cost control, scheduling, manpower forecasting, staffing, and marketing. He has also assisted public agencies and developers in the procurement of funding from the California Department of Transportation ("Caltrans") and other Federal and state agencies. This work has been performed for clients located across many states and cities, including the States of California, Florida, Hawaii, and West Virginia. STEVE RUNK, P.E. Vice President, Engineering Services DTA Mr. Runk has a proven track record of meeting schedules and adhering to budgets. Since joining DTA in 2000, he has worked with local agencies to resolve community issues and negotiate scope changes with contractors to ensure the timely and satisfactory completion of construction projects. He has also acted as the Project Manager for the establishment of ADs and preparation of numerous AB 1600 DIF justification studies. Prior to joining DTA, Mr. Runk, as the Senior Construction Manager for Holmes & Narver, Inc., successfully completed the construction of the SR-41 Freeway in Fresno County, which was the County's first Measure "C" sales tax -funded freeway. Prior to this project, Mr. Runk successfully completed the construction of the SR- 71 Freeway in Chino/Chino Hills, California. This $98 million project was the first Measure "M" sales tax - funded project for the San Bernardino Associated Governments ("SANBAG"). Mr. Runk's responsibilities on both projects included contract management, quality control, public relations, cash flow analyses, project closeout, and compliance with Federal and State funding requirements. Previously, Mr. Runk held positions with various public and private engineering entities in which he delivered projects requiring a wide variety of engineering expertise. EDUCATION • B.S. in Engineering from the University of California at Los Angeles • M.S. in Civil Engineering from California State University at Long Beach CERTIFICATIONS & ASSOCIATIONS • Mr. Runk is a registered Civil Engineer in the State of California. SPECIALIZED EXPERTISE Mr. Runk specializes in preparing assessment apportionment formulas and fee studies for roads, storm drains, and water and wastewater facilities. He has been involved in preparing needs lists and apportioning facilities costs for many of DTA's AB 1600 studies, including those in the Cities of Anaheim, Brawley, Coachella, Chino Hills, Hesperia, Paso Robles, San Luis Obispo, Tustin, and Victorville, as well as the County of San Bernardino and a number of water districts, including the San Gorgonio Pass Water Agency. He was also closely involved in DTA's previous work as the AB 1600 consultant for the County of Riverside. CITY OF FAYETTEVILLE I AUGUST 9, 2023 �� MGT RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 34 APPENDIX dta HECTOR PEREZ Hector Perez has significant senior mcanagement experience in municipal government, health care, resource development, and the private and public sectors. For instance, he has experience with assessing and resolving community development issues, such as capital projects, water/wastewater capacity, sports complexes, traffic impacts, and neighborhood expansions. Mr. Perez has directed strategic planning and financial management responsibilities, budgeting strategy for facilities, technology, and capital expenditures for medium to larger organizations, including public agencies with operating budgets of $400 million and 3,000 employees. He has supervised construction projects that have included architects, construction companies, space planners, scheduling consultants, and engineers while providing day-to-day budget direction and management. Senior Manager DTA Mr. Perez also has extensive experience working with municipal government staff members and departments (including countywide parks and recreation operations), volunteers, community activists, regulatory agencies, and elected officials and is a member of the North Carolina Recreation and Park Association. In fact, he worked for a large county in Florida supporting the administration and commissioners with growth management issues, such as roadway expansion, building permits, and related DIFs. At DTA, Mr. Perez mu Perez has extensive experience working with municipal government staff members and is responsible for projects in Florida, North Carolina, departments (including countywide operations), Texas, West Virginia, and the Southeast consisting of volunteers, community activists, regulatory agencies, impact fees, PIDs, Special Assessment Districts, and and elected officials. their administration for developers and cities/counties. EDUCATION Mr. Perez has a bachelor's degree from Florida State University and a graduate certificate in non-profit management and innovation from the Sykes Graduate Business School at the University of Tampa. In addition, Mr. Perez completed the Certified Financial Planning Course Program at North Carolina State University. CERTIFICATIONS & ASSOCIATIONS Mr. Perez completed the Certified Financial Planning Course Program at North Carolina State University. SPECIALIZED EXPERTISE • Senior mamangement experience * DIF justification studies Strategic planning and financial management responsibilities Formation and administration of Public Improvmenet Districts and Special Assessment Districts CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. M G T RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 35 APPENDIX Required Forms Disclosure Information 1. DISCLOSURE INFORMATION Proposer must disclose any possible conflict of interest with the City of Fayetteville, including, but not limited to, any relationship with any City of Fayetteville employee. Proposer response must disclose if a known relationship exists between any principal or employee of your firm and any City of Fayetteville employee or elected City of Fayetteville official. If, to your knowledge, no relationship exists, this should also be stated in your response. Failure to disclose such a relationship may result in cancellation of a purchase and/or contract as a result of your response. This form must be completed and returned in order for your bid/proposal to be eligible for consideration. PLEASE CHECK ONE OF THE FOLLOWING TWO OPTIONS, AS IT APPROPRIATELY APPLIES TO YOUR FIRM: X 1) NO KNOWN RELATIONSHIP EXISTS 2) RELATIONSHIP EXISTS (Please explain): I certify that; as an officer of this organization, or per the attached letter of authorization, am duly authorized to certify the information provided herein is accurate and true; and my organization shall comply with all State and Federal Equal Opportunity and Non -Discrimination requirements and conditions of employment. Pursuant Arkansas Code Annotated §25-1-503, the Contractor agrees and certifies that they do not currently boycott Israel and will not boycott Israel during any time in which they are entering into, or while in contract, with any public entity as defined in §25-1-503. If at any time during contract the contractor decides to boycott Israel, the contractor must notify the contracted public entity in writing. CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. M G T RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 36 APPENDIX Primary Contact Information 2. PRIMARY CONTACT INFORMATION At the discretion of the City, one or more firms may be asked for more detailed information before final ranking of the firms, which may also include oral interviews. NOTE: Each Proposer shall submit to the City a primary contact name, e-mail address, and phone number (preferably a cell phone number) where the City selection committee can call for clarification or interview via telephone. Corporate Name of Firm: MGT of America Consulting, LLC Primary Contact: Bret Schlyer Title of Primary Contact: Phone#1 (cell preferred): 316,214,3163 Phone#2: E-Mail Address: bschlyerematconsulting.com City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 17 of 18 CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. M G T RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 37 APPENDIX Acknowledgement of Addenda 3. ACKNOWLEDGEMENT OF ADDENDA Acknowledge receipt of addenda for this invitation to bid, request for proposal, or request for qualification by signing and dating below. All addendums are hereby made a part of the bid or RFP documents to the same extent as though it were originally included therein. Proposers/Bidders should indicate their receipt of same in the appropriate blank listed herein. Failure to do so may subject Contractor to disqualification. ADDENDUM NO. SIGNATURE AND PRINTED NAME DATE ACKNOWLEDGED No Addendum issued CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. M G T RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 38 APPENDIX Debarment Certification 4. DEBARMENT CERTIFICATION: As an interested party on this project, you are required to provide debarment/suspension certification indicating compliance with the below Federal Executive Order. Certification can be done by completing and signing this form. Federal Executive Order (E.O.) 12549 "Debarment and Suspension" requires that all contractors receiving individual awards, using federal funds, and all sub -recipients certify that the organization and its principals are not debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded by any Federal department or agency from doing business with the Federal Government. Signature certifies that neither you nor your principal is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any federal department or agency. Questions regarding this form should be directed to the City of Fayetteville Purchasing Division. NAME OF COMPANY: MGT of America Consulting, LLC PHYSICAL ADDRESS: 4320 West Kennedy Blvd., Ste 200, Tampa, FL 33609 MAILING ADDRESS: Same as above TAX ID #: 81-0890071 AR. SECRETARY OF STATE FILING #: 811131403 PHONE: 888.302,08` 9 FAX: E-MAIL: SIGNATURE: PRINTED NAME: Patrick J. Dyer TITLE: Vice President DATE: 08/07/2023 CITY OF FAYETTEVILLE I AUGUST 9, 2023 .❖. M G T RFP #23-15 1 PARK IMPACT FEE STUDY PAGE 39 NATIONAL FIRM LOCAL FOCUS Alabama Birmingham Arizona Phoenix California Sacramento Riverside Carlsbad WA Florida Tampa HQ Tallahassee Georgia Savannah Atlanta Alpharetta Illinois Chicago Metro Indiana Gary Michigan Bay City New York NYC North Carolina Raleigh South Carolina Columbia Tennessee Nashville MT ND MN SD WY � W NE 1A CO KS MO NM �K AR � �A MI AK Texas Dallas Austin San Antonio Houston Utah Salt Lake City Virginia Richmond Washington, D.0 ME A NH MA CT PAS "' V -fir .'.'. M G T 4320 West Kennedy Boulevard, Tampa, Florida 33609 888.302.0899 1 www.mgtconsulting.com City of Fayetteville RFP 23-15, Park Impact Fee Study SECTION C: Signature Submittal 1. DISCLOSURE INFORMATION Proposer must disclose any possible conflict of interest with the City of Fayetteville, including, but not limited to, any relationship with any City of Fayetteville employee. Proposer response must disclose if a known relationship exists between any principal or employee of your firm and any City of Fayetteville employee or elected City of Fayetteville official. If, to your knowledge, no relationship exists, this should also be stated in your response. Failure to disclose such a relationship may result in cancellation of a purchase and/or contract as a result of your response. This form must be completed and returned in order for your bid/proposal to be eligible for consideration. PLEASE CHECK ONE OF THE FOLLOWING TWO OPTIONS, AS IT APPROPRIATELY APPLIES TO YOUR FIRM: X 1) NO KNOWN RELATIONSHIP EXISTS 2) RELATIONSHIP EXISTS (Please explain): I certify that; as an officer of this organization, or per the attached letter of authorization, am duly authorized to certify the information provided herein is accurate and true; and my organization shall comply with all State and Federal Equal Opportunity and Non -Discrimination requirements and conditions of employment. Pursuant Arkansas Code Annotated §25-1-503, the Contractor agrees and certifies that they do not currently boycott Israel and will not boycott Israel during any time in which they are entering into, or while in contract, with any public entity as defined in §25-1-503. If at any time during contract the contractor decides to boycott Israel, the contractor must notify the contracted public entity in writing. 2. PRIMARY CONTACT INFORMATION At the discretion of the City, one or more firms may be asked for more detailed information before final ranking of the firms, which may also include oral interviews. NOTE: Each Proposer shall submit to the City a primary contact name, e-mail address, and phone number (preferably a cell phone number) where the City selection committee can call for clarification or interview via telephone. Corporate Name of Firm: MGT of America Consulting, LLC Primary Contact: Bret Schlyer Title of Primary Contact: Vice President, Financial Solution Phone#1 (cell preferred): 316.214.3163 Phone#2: E-Mail Address: bschlyer emgtconsulting.com City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 17 of 18 3. ACKNOWLEDGEMENT OF ADDENDA Acknowledge receipt of addenda for this invitation to bid, request for proposal, or request for qualification by signing and dating below. All addendums are hereby made a part of the bid or RFP documents to the same extent as though it were originally included therein. Proposers/Bidders should indicate their receipt of same in the appropriate blank listed herein. Failure to do so may subject Contractor to disqualification. ADDENDUM NO. SIGNATURE AND PRINTED NAME DATE ACKNOWLEDGED No Addendum issued i i 4. DEBARMENT CERTIFICATION: As an interested party on this project, you are required to provide debarment/suspension certification indicating compliance with the below Federal Executive Order. Certification can be done by completing and signing this form. Federal Executive Order (E.O.) 12549 "Debarment and Suspension" requires that all contractors receiving individual awards, using federal funds, and all sub -recipients certify that the organization and its principals are not debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded by any Federal department or agency from doing business with the Federal Government. Signature certifies that neither you nor your principal is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any federal department or agency. Questions regarding this form should be directed to the City of Fayetteville Purchasing Division. NAME OF COMPANY: MGT of America Consulting, LLC PHYSICAL ADDRESS: 4320 West Kennedy Blvd., Ste 200, Tampa, FL 33609 MAILING ADDRESS: Same as above TAX ID #: 81-0890071 AR. SECRETARY OF STATE FILING #: 811131403 PHONE: HRR-302.0899 FAX: NIA E-MAIL: Prop nsuffing.com SIGNATURE: PRINTED NAME: Patrick J. Dyer TITLE: Vice President DATE: 08/07/2023 City of Fayetteville, AR RFP 23-15, Park Impact Fee Study Page 18 of 18