HomeMy WebLinkAboutCity of Tamarac Resolution R-2023-146Temp. Reso. #14057
December 13, 2023
Page 1 of 5
CITY OF TAMARAC, FLORIDA
RESOLUTION NO. R-2023 1
A RESOLUTION OF THE CITY COMMISSION OF THE CITY
OF TAMARAC, FLORIDA, APPROVING VARIOUS TASK
AUTHORIZATIONS WITH STANTEC CONSULTING
SERVICES; AUTHORIZING A CUMULATIVE
EXPENDITURE FOR SAID PURPOSE IN AN AMOUNT NOT
TO EXCEED $150,000.00; AUTHORIZING THE CITY
MANAGER TO APPROVE NEW PURCHASES FROM
STANTEC CONSULTING SERVICES, INC. UP TO A TOTAL
OF $65,000.00 IN ACCORDANCE WITH TAMARAC
PROCUREMENT CODE; PROVIDING FOR CONFLICTS;
PROVIDING FOR SEVERABILITY; AND PROVIDING FOR
AN EFFECTIVE DATE.
WHEREAS, the City of Tamarac's Continuing Engineering Services Agreement,
allows the City to choose from a prequalified list of consultants, as authorized by
Resolution No. R-2022-138, a copy of which is incorporated herein by reference and is
on file in the office of the City Clerk; and
WHEREAS, upon consideration, Public Services Staff, together with the
Information Technology Department, have selected Stantec Consulting Services, Inc.
("Stantec") for various unrelated Purchase Orders ("PO") and Task Authorizations ("TA")
as they are the firm which possesses the required expertise, experience, knowledge, and
resources for the projects outlined below; and
WHEREAS, per City Procurement Policy, Purchase Order No. 270335 for
$9,994.00 was administratively approved for On -Call GIS Support; and
WHEREAS, in 2023 a City Inspection Report of canal culverts demonstrated
evidence of the deteriorated condition of an existing 48-inch corrugated metal culvert pipe
that runs under NW 70th Avenue, just north of NW 80t' Court, which requires - replacemen-I
Temp. Reso. #14057
December 13, 2023
Page 2 of 5
to avoid unsafe conditions that could potentially undermine the existing sidewalk and/or
roadway. The City would also like to utilize a design that incorporates an aluminum
headwall system on both sides of the canal, and the City has requested Stantec to provide
a price proposal for the additional scope of services, as detailed in Task Authorization No.
24-02D, to prepare topographic survey, geotechnical testing report and engineering
design of the extension of the Citywide Culvert Headwall Improvement Phase VII. The
additional cost of TA #24-02D is $63,735.00, a copy of which, is hereto attached as
"Exhibit 1"; and
WHEREAS, the City also requested Stantec to provide a price proposal to
complete the proposed Fiscal Year 2024 Water and Sewer Rate Study Update, as
detailed in Task Authorization No. 23-20S. The additional cost of TA #23-20S is $48,935,
a copy of which, is hereto attached as "Exhibit 2"; and
WHEREAS, in addition to TA #24-02D and TA #23-20S, there is the proposed use
of Stantec for Peer Reviews of Architectural Design Elements associated with Site Plans
Submitted to the City, at an estimated cost of $26,271.00; and
WHEREAS, the proposed additional work in an amount not to exceed
$138,941.00, together with a contingency in the amount of $1,065.00, would result in a
cumulative total of $150,000.00 in Fiscal Year 2024, thereby requiring City Commission
approval for expenditures in excess the threshold of the Tamarac Code of Ordinances
"City Code" Section 6-147, which is $65,000.00; and
WHEREAS, it is the recommendation of the Director of Public Services, the
Director of Financial Services and the Purchasing and Contracts Manager to authorize
the above listed of one (1) PO No. 270335, one (1) Task Authorization No. 24-02D, one
Temp. Reso. #14057
December 13, 2023
Page 3 of 5
(1) Task Authorization No. 23-20S, and proposed additional work and contingency, to
approve a cumulative total expenditure not to exceed $150,000.00-1 and
WHEREAS, the City Commission of the City of Tamarac, Florida, deems it to be
in the best interest of the citizens and residents of the City of Tamarac to accept and
execute the said one (1) PO No. 270335, Task Authorization No. 24-02D, and Task
Authorization No. 23-20S; and proposed additional work and contingency, and to
authorize a cumulative expenditure not to exceed $150,000.00 for said purposes.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE
CITY OF TAMARAC, FLORIDA,
SECTION 1: The foregoing "WHEREAS" clauses are HEREBY ratified and
confirmed as being true and correct and are hereby made a specific part of this Resolution
upon adoption hereof. All Exhibits attached hereto are incorporated herein and made a
specific part of this Resolution.
SECTION 2: The City Commission HEREBY approves an expenditure for
Professional Engineering Design and Consulting Services with Stantec Consulting
Services, Inc., in a cumulative amount not to exceed $150,000.00.
SECTION 3: A cumulative expenditure in an amount not to exceed
$150,000.00 from the appropriate accounts for said purposes is HEREBY approved.
SECTION 4: The City Manager or designee is hereby authorized to
approve additional new purchases from Stantec Consulting Services, Inc. up to a total of
Temp. Reso. #14057
December 13, 2023
Page 4 of 5
$65,000.00, in accordance with the Tamarac Procurement Code, during the current Fiscal
Year and for succeeding fiscal years for the duration of this agreement.
SECTION 5: All Resolutions or parts of Resolutions in conflict herewith are
hereby repealed to the extent of such conflict.
SECTION 6: If any clause, section, other part or application of this
Resolution is held by any court of competent jurisdiction to be unconstitutional or invalid,
in part or application, it shall not affect the validity of the remaining portions or applications
of this Resolution.
"The remainder of this page is left blank intentionally."
Temp. Reso. #14057
December 13, 2023
Page 5 of 5
SECTION 7: This Resolution shall become effective immediately upon its
passage and adoption.
PASSED, ADOPTED AND APPROVED this day of J)6C.6M9 BIZ— , 2023.
ATTEST:
KIMBER Y DILLON, CMC
CITY CLERK
dt �E,
MICH LLE J. GOMEZ
MAYOR
RECORD OF COMMISSION VOTE:
MAYOR GOMEZ
DIST 1: V/M BOLTON
DIST 2: COMM. WRIGHT, JR.
DIST 3: COMM. VILLALOBOS Lf
DIST 4: COMM. DANIEL L10
APPROVED AS TO FORM AND LEGAL SUFFICIENCY FOR THE USE AND RELIANCE
OF THE CITY E)fTAMARAC ONLY.
(ANS OTTINOT
ITY ATTORNEY
cx d J--
Stantec Consulting Services Inc.
Stantec 800 Fairway Drive Suite 195, Deerfield Beach FL 33441-1828
November 13, 2023
Mr. John Doherty, P.E.
Director of Public Services Department / CIP Manager
City of Tamarac
6011 Nob Hill Road
Tamarac, FL 33321
Reference: Professional Design Services for
Canal Culvert Bulkhead Improvements — 70th Avenue
Tamarac Work Authorization No. 24-02D
Dear Mr. Doherty:
The firm of Stantec Consulting Services, Inc. (Stantec) is pleased to submit this price
proposal for the above referenced project for your review and consideration. We look forward
to the opportunity of working with The City of Tamarac (City) on this important project.
It is our understanding that the City would like to continue improvements to specific canal
pipe culvert crossings at various locations throughout the City. Inspection reports for the City
inventory of canal culverts demonstrated evidence of the deteriorated condition of an existing
48" corrugated metal pipe canal culvert that runs under 701h Avenue. In addition, the site
shows settlement of localized green area in the landscape strip alongside the sidewalk. The
existing condition creates unsafe conditions that could potentially undermine the existing
road. The City also desires to perform the improvements utilizing a design that incorporates
an aluminum bulkhead wall system with a short pipe culvert extension.
Scope of Services
The following tasks comprise the services that Stantec shall employ to accomplish the purpose
for this work authorization.
Task 1 — Field Data Collection
Stantec will conduct its due diligence to determine the design requirements and
specifications in accordance with the local, state and federal codes. Stantec will conduct
field observations to review existing field conditions, verify desktop data, and obtain
additional data required to understand the Project Limits, assess Project needs, identify
physical and environmental constraints, develop and analyze Project alternatives, and
assess constructability issues. The project location will be evaluated based on geotechnical
conditions, hydraulic gradient, roadway, and canal bank geometrics in sufficient detail to
support the design of the replacement culvert and the aluminum seawall system.
Stantec will provide topographic survey for the project area through the use of a Surveying
sub -consultant. Surveyor shall prepare a survey in NAVD 88 datum for the canal crossing
area that includes centerline of the road to about 50 feet out into the water with topographic
and bathymetric elevations of the canal bottom. The roadway and canal right-of-way will be
depicted as well as all above ground improvements such as, but not limited to, poles, signs,
sidewalk, guardrail, trees and utilities. Survey will also include the location and as -built
information of the culvert pipe and any associated drainage structures by the roadway. Data
will be provided in AutoCAD with point data provided. Existing benchmarks shall be included
if located within the project limits. Stantec will initiate a Sunshine 811 dig ticket so existing
utilities within the project corridor would be marked on the field.
Stantec shall provide the geotechnical data through a geotechnical sub -consultant. A
geotechnical subsurface investigation will be conducted to identify the soils profiles and
structural properties and establish groundwater table elevations. The geotechnical
investigation will include field services, laboratory testing, and a geotechnical investigation
report. It is anticipated that the subsurface investigation will consist of two (2) Standard
Penetration Test (SPT) borings to a depth of 25 feet at the NW 70th Avenue in general
accordance with ASTM D-1586 specifications. A Geotechnical Investigation Report will be
prepared and submitted to the City. The Report will evaluate the boring results and provide
soil parameters and recommendations.
Task 2 - Design, Plan Production and Permitting
Stantec shall prepare design drawings for the culvert replacement and aluminum seawall
system, and submit to the City for review at 30%, 60%, 90% and final plan production phases.
Upon completion, a final set of plans, along with a digital copy of the plans and technical
specifications, shall be submitted to the City for reproduction during the bidding process.
Design drawings shall provide the plan view, profiles and elevations, cut sections, notes and
details for the purpose of advertising and bidding all of the projects for construction either as
a package or individually.
It is assumed that the work will require a full road closure and a special detour as part of the
local Maintenance of Traffic plan. This shall be coordinated with the City staff and shall be
included in the plan set.
A written engineer's cost estimate shall also be provided upon completion. In addition,
Stantec shall attend a pre -bid meeting scheduled by the City for this project.
Stantec shall provide any permitting services that may be required as part of the design
process. The projects should require a Broward County Tree Removal permit (where
applicable), Broward County Environmental Resources (Surface Water) permit and a City of
Tamarac Engineering and Public Works permit. It is not anticipated that any other services
4
such as electrical design, landscape architecture design or environmental studies / audits
will be needed for this work.
Task 3 — Construction Administration
Stantec shall provide Construction Administration services on a limited basis to assist the
City during construction. These services shall include shop drawing review, response to
RFI's during bidding and construction, attending a pre -construction meeting, minimal site
inspections during construction (typically three to four per site), and a final inspection upon
completion. Logs for shop drawings and RFI's shall be maintained as part of these services.
The City shall be responsible for all correspondence to and from the Contractor, but Stantec
shall provide the necessary responses and technical support to the City for issue regarding
RFI's and such. Stantec shall review, and accept, the final as -built drawings submitted by the
Contractor, provide a punch list inspection report and issue a letter of substantial
conformance upon completion.
Exclusions And Assumptions:
The following services are excluded from this proposal but can be delivered as additional
services if required. These services may include but are not limited to such items as the
following:
• Additional environmental studies required by agencies for permit approval
• Preparation of right of way acquisition and or easement sketches or descriptions
• Restoration agreements for work on private property
• Additional Survey
• Additional Geotechnical Investigation
• Mechanical Engineering
• Electrical Engineering (Lighting)
• Landscape Architecture
3
Compensation
The fees for our services will consist of a lump sum contract amount of Sixty -Three Thousand
Seven Hundred Thirty Five Dollars ($63,735.00) broken down as follows.
Field Data Collection $ 14,375.00
Design, Plan Production and Permitting $ 34,460.00
Construction Administration $ 13,300.00
_Reimbursable Expenses (Permit Fee Allowance) $ 1,600.00
TOTAL FEE $ 63,735.00
We will bill you monthly for the percentage of services or hours of service rendered and for
any Reimbursable expenses. Any request for printing above the indicated amount will be
billed as a reimbursable expense as allowed in the contract. It is not anticipated that any
permits shall be required beyond the mandatory City and County permits needed for
construction but should permitting fees be required beyond the limits allowed in the fee
schedule, the City of Tamarac shall provide all costs associated with the additional permit
fees. Compensation shall be in accordance with the terms of the agreement between the
City of Tamarac and Stantec (RFQ #22-01 Q).
Deliverables and Schedule
Stantec will deliver 60% complete plans to the City to review within 45 days of Notice to
Proceed. 90% plans and specifications will be delivered to the City to review after 30 days of
the City's approval of 60% plans at which time Stantec will have addressed 60% review
comments. The 100% plans and specifications will be delivered to the City to review after 21
days of the City's approval of 90% plans at which time Stantec will have addressed 90%
review comments. The 60% and 90% will include three (3) copies. Upon the City's approval
of the 100% plans, four (4) sets of full size plans and two (2) sets of half size plans will be
signed and sealed and submitted to the City. In addition, an electronic file of the plans will be
presented in pdf format for the City's use as needed.
CLOSURE
If you concur with the foregoing and wish to direct us to proceed with the aforementioned
services, please issue us the requisite Purchase Order and a Notice to Proceed and we shall
schedule a kickoff meeting to start. Fees and time stated in this agreement are valid for sixty
(60) days after the date of agreement by Stantec Consulting Services, Inc.
Stantec Consulting Services, Inc. appreciates the opportunity to submit this proposal. We
look forward to the opportunity of working with the City of Tamarac. Should you have any
questions, please feel free to contact me at (954) 481-2812 or by e-mail at
tery.glunt(a)-stantec.com.
Respectfully Submitted,
STANTEC CONSULTING SERVICES, INC.
?SerranceN. Glunt, P.E.
ncipal
CC: file
GENERAL CONDITIONS
1. Standards: STANTEC performs Environmental Audit services following practices and procedures
commonly accepted by the professional community and financial institutions. It is understood by
STANTEC and the CLIENT that Environmental Audit services are generally required as a result of
federal legislation (TSCA, RCRA, CERCLA, etc.) but that no code of standards or procedures has
yet been established by law. Also, at this time there exists no complementary body of legal
precedent, but only the need to reduce risk of liability in land transactions.
2. Warranty: No real or implied warranty or certification of conditions is offered by STANTEC. In the
performance of Phase I Environmental Audits, STANTEC will diligently apply the commonly accepted
standards of practice to reveal possible issues of environmental concern.
3. Right of Entry and Right to Proceed: CLIENT grants a right of entry to the subject property to
STANTEC, its agents, staff, consultants, contractors and subcontractors, for the purpose of
performing, and with the right to perform, all acts, studies and evaluations pursuant to the services
provided hereunder.
4. Excluded Hazardous Materials: Nothing in this agreement shall impose liability on STANTEC for
claims, lawsuits, expenses or damages arising from or in any manner related to the exposure to, or
the handling, manufacture or disposal of asbestos, asbestos products, or hazardous waste in any of
its various forms, as defined by the Environmental Protection Agency, including specifically,
polychlorinated biphenyls (PCB's), radon, methane gas and petroleum products.
5. Discovery of Unanticipated Hazardous Materials: Hazardous materials may exist where there is
no reason to believe they could or should be present. STANTEC and the CLIENT agree that the
discovery of unanticipated hazardous materials constitutes a changed condition mandating a
renegotiation of the scope of work or termination of services. STANTEC and the CLIENT also agree
that the discovery of unanticipated hazardous materials may make it necessary for STANTEC to take
immediate measures to protect human health and safety, and/or the environment. STANTEC agrees
to notify the CLIENT as soon as practically possible should unanticipated hazardous materials or
suspected hazardous materials be encountered. The CLIENT encourages STANTEC to take any
and all measures that in STANTEC's professional opinion are justified to preserve and protect the
health and safety of STANTEC's personnel and the public, and/or the environment, and the CLIENT
agrees to compensate STANTEC for the additional cost of such work. In addition, the CLIENT waives
any claim against STANTEC, and agrees to indemnify, defend and hold STANTEC harmless from
any claim or liability for injury or loss arising from STANTEC's encountering unanticipated hazardous
materials or suspected hazardous materials. The CLIENT agrees to promptly notify STANTEC of
any hazardous substance and any special risk to human health, the environment or equipment on
the site of which the CLIENT is or becomes aware.
6. Public Responsibility: The CLIENT recognizes that he owes a duty of care to the public that
requires him to conform to applicable codes, standards, regulations and ordinances, principally to
protect public health and safety. STANTEC likewise owes a duty of care to the public, in that the
public, through its professional registration laws, has granted to STANTEC an exclusive license to
perform certain functions, to protect public health and safety. STANTEC will at all times endeavor to
perform in a faithful and trustworthy manner and, do his or her best to alert the CLIENT to any matter
of which STANTEC becomes aware and believes requires the CLIENT's immediate attention to help
protect public health and safety, or which STANTEC believes requires the CLIENT to issue a notice
or report to certain public officials, or to otherwise conform with applicable codes, standards,
regulations or ordinances. If the CLIENT for any reason decides to disregard STANTEC's
recommendations in these respects, STANTEC shall employ its best judgment in deciding whether
or not it shall notify public officials. The CLIENT agrees that such decisions are STANTEC's to make,
in light of STANTEC's public responsibilities as STANTEC perceives them and, in any event,
STANTEC should not be held liable in any respect for failing to report conditions which were the
CLIENT's responsibility to report. Accordingly, the CLIENT waives any claim against STANTEC, and
agrees to defend, indemnify and hold STANTEC harmless from any claim or liability for injury or loss
allegedly arising from STANTEC notifying or not notifying public officials about conditions found to
exist at the project site.
7. Confidentiality: STANTEC agrees to keep confidential and not to disclose to any person or entity,
other than STANTEC employees and subcontractors, without the prior consent of the CLIENT, all
data and information not previously known to and generated by STANTEC, or furnished to STANTEC
and marked CONFIDENTIAL by the CLIENT in the course of STANTEC performance hereunder;
provided, however, that this provision shall not apply to data which are in the public domain, or were
previously known to STANTEC or which were acquired by STANTEC independently from third parties
not under any obligation to the CLIENT to keep said data and information confidential. These
provisions shall not apply to information in whatever form, that comes into the public domain through
no fault of STANTEC, nor shall they be interpreted to in any way restrict STANTEC from complying
with an order to provide information or data when such order is issued by a court, administrative
agency or other authority with proper jurisdiction. The CLIENT agrees that STANTEC may use and
publish the CLIENT's name and a general description of STANTEC services with respect to the
project in describing STANTEC's experience and qualifications to other clients and prospective
clients.
Stantec Consulting Services Inc.
6920 Professional Parkway
® Stantec Sarasota, FL 34240
September 19, 2023
Attention: Ms. Christine Cajuste, Finance Director
City of Tamarac
7525 NW 88 Avenue, Room 100
Tamarac, FL 33321
Dear Ms. Cajuste,
Reference: City of Tamarac Task Authorization #23-20S
Fiscal Year 2024 Water and Sewer Rate Study Update
Stantec Consulting Services Inc. is pleased to submit this proposed City of Tamarac Task Authorization #23-
20St to conduct a Water and Sewer Rate Study Update for the City. The attached Project Work Plan and
Cost Estimate Schedule presents the proposed tasks to successfully complete the study for a lump sum fee
of $48,935 inclusive of out-of-pocket expenses.
We can begin work on this study within 30 days from receiving a notice to proceed and estimate that it can be
completed within approximately 180 days.
We appreciate the opportunity to present this proposal and look forward to being of service to the City. If you
have any questions upon review, please do not hesitate to call me at (941) 504-7239.
Regards,
Stantec Consulting Services Inc.
Kelly Westover MBA, PMP, CFM
Principal
Phone: 941-504-7239
Kelly.Westover@stantec.com
Attachments:
Project Work Plan and Cost Estimate Schedule and Independent Municipal Advisor Exemption
September 19, 2023
Ms. Christine Cajuste, Finance Director
Reference: City of Tamarac Task Authorization #23-20S Fiscal Year 2024 Water and Sewer Rate Study Update
Affixing of signatures below indicates acceptance of this Task Assignment under the terms and conditions of
the Continuing Services Agreement between the City of Tamarac and Stantec Consulting Services, Inc. dated
December 14, 2022.
by the City of Tamarac, FL: Accepted by Stantec Consulting Services
Inc..
Signature Signature
Levent Sucuoglu
City Manager Name
Title
(L/196 120 2.
Delte
Design with community in mind
Kelly Westover
Name
Principal
Title
September 19, 2023
Date
September 19, 2023
Ms. Christine Cajuste, Finance Director
Reference: City of Tamarac Task Authorization #23-20S Fiscal Year 2024 Water and Sewer Rate Study Update
INDEPENDENT MUNICIPAL ADVISOR EXEMPTION
September 19, 2023
The City of Tamarac, Florida (Tamarac) is aware of the "Municipal Advisor Rule" of the Securities
and Exchange Commission and the "independent municipal advisor" exemption from the
definition of "advice." Tamarac hereby notifies Stantec Consulting Services Inc. that it wishes
them to continue to provide recommendations on user fees and financial forecasting related to the
issuance of municipal securities. Tamarac may be represented by bond counsel and by a
municipal bond advisor who will, among other things, assist the City in evaluating any and all of
such recommendations. Tamarac will rely on bond counsel and the municipal bond advisor for
advice. Therefore, Tamarac understands that Stantec Consulting Services Inc. is not a municipal
advisor and is not subject to the fiduciary duty established in Section 156(c)(1) of the Securities
and Exchange Act. This certificate may be relied upon until December 31, 2020. Stantec
Consulting Services Inc. understands that it must also send a copy of this certificate to the City's
municipal bond advisor as directed by the City.
Design with community in mind
City of Tamarac
Utilities Water and Sewer Rate Study
Project Work Plan and Cost Estimate Schedule
Project Tasks
Resources -->
Hourly Rates 4
Senior
Technical
Advisor
Burnham
$300
Technical
Expert/PM
Dykstra
Senior
Financial
Consultant
Arturo
Senior
Financial
Analyst
Standard
Admin
Lambert
Total
Project
Task 1 Project Initiation
1.1 Perform project set up activities.
1
1
1
1
3
7
1.2 Prepare preliminary work plan, timeline for tasks, and initial data request list prior to kick-off meeting.
0
1
0
0
0
1
1.3 Prepare for and conduct in -person kick-off meeting to review project objectives, schedule, key issues,
0
0
0
8
approach, available data, and key assumptions and prepare notes with follow up.
4
4
1.4 Review initial data/documentation provided by staff and submit supplemental requests and/or clarifications.
2
3
0
6
0
1
Task 1 Hours
22
Task 1 Fee
$4,875
Task 2 Revenue Sufficiency Analysis - Develop a Multi -year Financial Forecast and Financial
2.1 Prepare water and sewer customer and demand analysis to determine projected growth, trends in usage
patterns and total projected water and sewer system customers, ERCs and usage.
0
2
0
4
0
6
2.2 Obtain, verify and input financial and billing data into FAMS model, run the model and produce preliminary
output, including a ten year financial management program that will include the following separately for the
0
4
4
16
0
24
water and wastewater systems:
o Capital Improvements Program and Capital Financing Plan
- Project listing by year.
_ Alternative funding sources for capital projects.
- Optimum fubnding source by project by year.
o Borrowing Program
- Borrowing required (by source) to fund CIP projects not funded by other sources to include but not
necessarily be limited to revenue bonds and State or other programs.
- Timing of bond issue(s)/loan(s) to provide required borrowed funds.
- Annual debt service of bond issue(suloan(s).
o Revenue Sufficiency Analysis
- Annual revenue projections.
- Annual operations and maintenance expense projections.
All other annual revenue requirements such as R&R, minor capital, transfers to other funds, current
- debt service/loan payments, replenishment of reserves, etc.
- Alternative plans of annual percentage rate adjustments to the water and wastewater rates to
provide sufficient revenues for each service.
o Sources and Uses of Funds Analysis
o Funds Analysis
- Spend down limits (minimum reserve requirements) by fund.
- Beginning and ending funds balances by fund by year.
2.3 Make adjustments to FAMS model as required to model the utility's specific financial dynamics.
0
1
1
2
0
4
2.4 Review results with consulting team, make required adjustments and create alternatives scenarios.
1
2
2
1
0
6
2.5 Perform internal QA/QC on model and make adjustments.
1
1
0
1
0
3
2.6 Prepare for and meet with City staff in an in person interactive work session #1 to review preliminary
0
4
0
4
0
8
results.
2.7 Make adjustments as required based upon input from City staff in prior sub -task and produce a preliminary
Assumptions and Results Workbook.
0
1
1
2
0
4
2.8 Perform internal QA/QC on workbook deliverables and make updates.
1
1
0
1
0
3
2.9 Meet with City staff in a second interactive work session #2 via internet conference to review adjusted
0
results and determine a final plan of annual rate revenue adjustments as required based upon input.
0
2
0
3
5
2.10 Make adjustments as required based upon input from City staffs review and produce an adjusted
Assumptions and Results Workbook.
0
0
1
1
0
2
Task 2 Hours
65
Task 2 Fee
$12,590
Task 3 Cost of Service Analysis
3.1 Identify all test year costs/revenue requirements associated with the provision of water and sewer service
from the preferred financial forecast alternative identified in Task 2 into the cost allocation module.
0
1
1
2
0
4
3.2 Develop allocation spreadsheet to allocate costs to services.
0
2
2
4
0
8
3.2 Compare allocated costs/revenue requirements by customer class to revenue generated by existing rates.
0
0
0
2
0
2
3.4 Review results with consulting team, make required adjustments and identify key discussion points for
review with City staff.
1
1
1
0
0
3
3.5 Perform internal QA/QC and make adjustments.
1
0
1
0
0
2
3.6 Meet with City staff in an interactive work session #1 to review preliminary results. (Included in Task 2.6)
0
3.7 Make adjustments as required based upon input from City staff and distribute workbooks of preliminary
0
1
1
0
0
2
results.
3.8 Meet with City staff in an interactive work session #2 via an internet conference to review adjusted
0
results. (Included in Task 2.9)
3.9 Perform adjustments as required based upon input provided by City staff and finalize cost allocation
1
1
0
0
2
analysis and corresponding cost allocation plan.
0
Task 3 Hours
23
Task 3 Fee
$4,705
City of Tamarac
Utilities Water and Sewer Rate Study
Project Work Plan and Cost Estimate Schedule
Project Tasks
Resources
Hourly Rates
Senior
Technical Technical
Advisor ExpertIPM
Burnham
rt
Financial
Consultant
Dykstra
Senior
Arturo
Senior
Financial
Analyst
Standard Lambert
Admin
Total
Project
Task 4
Rate Structure Review and Rate Design
4.1
Conduct a diagnostic analysis of the current water and wastewater rate structures for all retail and
wholesale customer classes to identify strengths and weaknesses in terms of but not limited to the following
0
1
1
0
0
2
criteria:
a. Compliance with legal precedent and generally accepted industry practice (national and local).
0
b. Fair and equitable distribution of costs to customers in proportion to the benefit received and/or
0
demand placed on the system.
c. Consistency with policies and management objectives regarding such things as affordability,
0
conservation, economic development, etc.
d. Fiscal stability/risk of the utility.
0
e. Ease of administration and understanding to City staff and customers.
0
4.2
Develop User Rates:
0
a. Load billing history data into a rate design model and create a bill frequency analysis.
0
0
4
6
0
10
b. Conduct a revenue test to ensure accuracy of billing data.
0
0
1
2
0
3
c. Set up the rate model in conformance with the rate design evaluation in Task 4.1 and the cost
2
2
0
4
allocation results of Task 3.
0
0
d. Run the model and prepare alternative rate structures that reflect the City's objectives.
0
0
1
2
0
3
e. Prepare a customer impact analysis to compare alternative water and sewer rates for each customer
0
1
2
2
0
5
class to existing rates.
f. Review results with consulting team and adjust as required.
1
1
1
1
0
4
g. Perform internal QA/QC and make adjustments.
1
0
0
1
0
2
4.3
h. Prepare for and meet with City staff in an Interactive work session #3 via internet conference to
4
review preliminary results.
0
2
2
0
0
4.4
i. Make adjustments based upon input from City staff in the prior sub -task and distribute workbook of
0
1
1
1
0
3
preliminary results.
4.5
j. Prepare for and meet with City staff in interactive work session #4 via intemet conference to review
0
2
2
0
0
4
adjusted results.
4.6
k. Perform adjustments based upon City staff input and finalize alternative rate structure options.
01
1
1
1
0
3
Task 4 Hours
47
Task 4 Fee
$9,015
Task 5
Rates and Fees Comparisons
5.1
Prepare rate surveys of the existing and proposed rates and rate structures for each customer class for
0
1
3
4
0
8
water and sewer service.
5.3
Perform internal QA/QC and make adjustments.
1
1
1
1
0
4
Task 5 Hours
12
Task 5 Fee
$2,315
Task 6
Review of Utility Miscellaneous Fees
6.1
Review list of identified current and potential new misc. service fees with City staff and adjust as required.
0
1
0
1
0
2
6.2
Conduct webinar training for City employees to populate Stantec's miscellaneous fee developer model
0
3
0
3
0
6
which will identify task specific information for use in populating including:
6.3
a. Time in man hours to accomplish a given task
0
6.4
b. Parts 8 materials and associated costs associated with each task
0
6.5
c. Equipment used to accomplish each task
0
6.6
Review the Citys completed cost computation templates with project team and adjust as required.
0
1
0
4
0
5
6.7
Meet with City staff in an interactive work session #4 to review results of -miscellaneous fees. (Included in
0
Task 4.5)
6.8
Perform adjustments based upon input from City staff to finalize fee analysis and prepare schedule of
0
3
0
4
current and proposed specific service fees.
0
1
Task 6 Hours
17
Task 6 Fee
$3,245
Task 7
Reports 8 Presentations
Ti
Prepare a Draft Report of the Results of the Study.
1
3
2
6
0
12
7.2
Perform internal quality control review and address comments.
1
1
0
0
0
2
7.3
Prepare a presentation of the results of the analysis for City Commission.
2
2
0
0
0
4
7.4
Review Presentation & Draft Report with City Staff and Management during interactive meeting #5 via
2
0
0
0
2
intemet conference and prepare a Final Draft Report.
0
7.5
Meet with the City Commission to present the results of the study.
0
6
0
0
0
6
7.6
Make adjustments to the analyses as required based upon City Commission direction.
1
1
1
1
0
4
7.7
Prepare Final Report of the Results of the Rate Study.
0
1
1
1
0
3
7.8
Prepare rate schedules for inclusion in a Rate Ordinance/Resolution
0
0
0
2
0
2
7.9
Attend two 2 Rate Hearings for adoption
0
8
0
0
0
8
Task Hours
33
Task 7 Fee
$10,290
Total Estimated Labor Hours
18
72
45
91
3
229
Total Estimated Fee
$5,400
$19,800
$8,325
$13,195
$315
$47,035
Total Estimated Ex enses
$1.900