HomeMy WebLinkAboutCity of Bozeman Impact Fee Cost of Service Studies_Tindale Oliver ResponseCITY OF BOZEMAN | Update to Water, Sewer, Fire/EMS & Transportation Impact Fee Cost of Services Studies
Ms. Robin Crough, City Clerk
City of Bozeman
PO Box 1230
121 North Rouse Avenue, Suite 202
Bozeman, MT 59771
Dear Ms. Crough:
Tindale-Oliver & Associates, Inc., dba Tindale Oliver, is pleased to submit this proposal as an
expression of interest in the City of Bozeman Impact Fee Study. Included on our team are
Public Resources Management Group (utility impact fees) and White & Smith (legal
analysis). Our team of professionals has extensive experience and knowledge in preparing
impact fee studies for all program areas specified in your RFP, as well as several other public
infrastructure areas.
We understand that the City of Bozeman continues to experience significant growth. To
address funding needs associated with new growth, the City established an impact fee
program 1996 in four service areas: water, sewer, fire/EMS and transportation. The City
regularly updates these fees. Given that the last updated was in 2012-2013, the City
requested proposals from qualified firms for an update study.
Throughout our history, Tindale Oliver has earned a national reputation as a leader in
impact fee studies and, more importantly, in their acceptance and implementation. We are a
firm that has successfully completed more than 300 impact fee studies, including those for
the City of Bozeman. It is important to note that no impact fee study conducted by Tindale
Oliver has ever been successfully challenged in any court system.
The founders and subsequent leaders of the firm come from public sector backgrounds
and have operated multiple departments, with experience that translates into a
practical understanding of issues that government officials face in planning, designing,
financing and implementing projects.
The Tindale Oliver Team includes engineers, economists, planners, attorneys, and GIS
specialists. This substantial experience ensures the dedication of resources that will result in
a project that is completed on time and supported by reliable and accurate information.
Tindale Oliver recently developed a method that enables local governments to reduce fees
by targeted land use and/or area while ensuring that the level of service standards are
continued to be met. With this method, local governments are able to better align their
impact fee program with their economic development and growth management goals.
We would like to emphasize the personal commitment of our team. The study will address
your objectives and focus on impact fee strategies that result in accurate and equitable
impact fee programs that fulfill all the legal requirements and will be completed within
the City’s target time frame. We look forward to the opportunity to continue to provide
our services to the City of Bozeman.
Sincerely,
Steven A. Tindale, P.E., AICP Nilgün Kamp, AICP
President Director of Public Finance
RFP TITLE
Professional Services to
Conduct an Update to Water,
Sewer, Fire/EMS and
Transportation Impact Fee
Cost of Service Studies
CONSULTANT NAME & ADDRESS
Tindale Oliver
1000 N. Ashley Drive
Suite 400
Tampa, FL 33602
DESIGNATED CONTACTS
Nilgün Kamp, AICP
Director of Public Finance
Role: Project Manager
(813) 224-8862
NKamp@tindaleoliver.com
Steven A. Tindale, P.E., AICP
President
Role: Principal-in-Charge
(813) 224-8862
STindale@tindaleoliver.com
SUBCONSULTANTS
Public Resources Management
Group, Inc. (PRMG)
White & Smith, LLC (W&S)
Cover Letter
CITY OF BOZEMAN | Update to Water, Sewer, Fire/EMS & Transportation Impact Fee Cost of Services Studies i www.tindaleoliver.com
Table of Contents
City of Bozeman
Update to Water, Sewer, Fire/EMS and Transportation Impact Fee
Cost of Service Studies
Cover Letter
Tab 1: Project Summary ............................................................................................... 1-1
Preliminary Project Schedule ................................................................................................ 1-1
Tab 2: Company Description/Capability ......................................................................... 2-1
Tindale Oliver Team Profile ................................................................................................... 2-1
Tindale Oliver Team National Impact Fee Experience Map .................................................. 2-3
Tab 3: Project Team ..................................................................................................... 3-1
Tindale Oliver Management Team ........................................................................................ 3-1
Tindale Oliver Team Organization Chart ............................................................................... 3-2
Key Support Personnel .......................................................................................................... 3-3
Tab 4: References ......................................................................................................... 4-1
Tab 5: Outline of Services ............................................................................................. 5-1
Project Approach ................................................................................................................... 5-1
Project Deliverables ............................................................................................................... 5-4
Optional Services ................................................................................................................... 5-4
Tab 6: Cost and Expenses ............................................................................................. 6-1
Tab 7: Affirmation of Non-discrimination ...................................................................... 7-1
Attachment 1: Statement of Non-Discrimination Form
CITY OF BOZEMAN | Update to Water, Sewer, Fire/EMS & Transportation Impact Fee Cost of Services Studies 1 - 1 www.tindaleoliver.com
Task Description Schedule
Receipt of Signed Contract
Months 1 & 2 Submittal of the Data Needs Memo
Facilitate Introductory Workshops/Meetings
Obtain requested data
Update Fire/EMS Impact Fee Study Months 2 & 3
Submit Fire/EMS Impact Fee Draft Report & Presentations Month 4
Update Transportation Impact Fee Study Months 3 through 5
Submit Transportation Draft Report & Presentations Month 6
Update Water Impact Fee Months 5 & 6
Submit Water Impact Fee Draft Report & Presentations Month 7
Update Wastewater Impact Fee Months 6 & 7
Submit Wastewater Impact Fee Draft Report & Presenta-
tions Month 8
Submit Final Reports Month 9
Presentation(s) of the Final Reports Months 10 & 11
Formal presentation and adoption hearings Months 11 & 12
Tab 1
Project Summary
Bozeman is a rapidly growing community of 43,000. The city
experienced an average annual population growth rate of 2.5
percent since 2010 and residential permitting in 2015 was at
2006/2007 levels prior to economic downturn. The city is the
county seat and central place for one of the fastest growing
micropolitan areas in the U.S. It has a multi-county trade
service area, is home of Montana State University and a
gateway to Yellowstone National Park.
To address infrastructure cost associated with new growth,
the City of Bozeman implemented water, sewer, fire/EMS
and transportation impact fees since 1996. Given the
continuing growth rate, impact fees will continue to be an
important revenue source for the City. The City updates its
impact fee program regularly, which was last updated in
2012-2013. The City asked for proposals from qualified firms
to update its impact fee program.
The Tindale Oliver Team includes planners, engineers,
economists, GIS specialists and attorneys with in-depth
experience in planning and impact fee studies for a wide
range of program areas, including those are included in the
City’s impact fee program. In addition, Tindale Oliver staff
have prepared Parks and Fire Master Plans, Long Range
Transportation Plans, and other planning studies and
understand the relationship between impact fees, master
plans, and economic development and growth management
goals.
Proposed Plan of Implementation
Tindale Oliver’s ability to complete work on-time and on
budget has been confirmed by our track record over the past
27 years. As part of our implementation plan, in the
beginning of the study, we will work with the City staff to
clearly establish the goals of the project.
The following goals are stated in the RFP:
> Establish service areas for each facility type
> Develop a legally and technically sound methodology
> Establish the maximum dollar amount that can be
collected for each unit of increased service demand
For a successful implementation process, the Tindale Oliver
study will conform to all requirements of the state law, and
provide the following:
> Clear, concise documents that provide the necessary
knowledge, insight and transparency to the City,
stakeholders, and general public
> Meetings and workshops using materials and techniques
that ensure active participation and critical feedback.
> Final documentation of not only the technical issues and
approach but the consensus building process and
results.
> Outcomes that ensure the established goals.
Our team of planners, engineers, and economists have
shown a 27-year track record of using this implementation
process to successfully provide the outcomes you have
asked for.
The management team will communicate with the City’s
project manager and other staff members regularly to
ensure that the City is aware of the study progress. We
understand that the City is targeting a 12-month period for
the completion of the study. The following preliminary
schedule will be discussed with the City and revised if
needed to better meet the City’s needs.
CITY OF BOZEMAN | Update to Water, Sewer, Fire/EMS & Transportation Impact Fee Cost of Services Studies 2 - 1 www.tindaleoliver.com
Tab 2
Company Description/
Capability
TINDALE OLIVER TEAM PROFILE
Tindale Oliver
Tindale Oliver (TO) is a firm with a reputation as a
leader in providing quality, innovative finance
and planning services to its government clients.
Tindale Oliver has grown from a firm of 3
employees in 1989 to a firm of 80+ employees in
2017, with staff certifications including
professional engineers, certified planners, LEED
and GIS professionals, and accessibility
inspectors, as well as numerous planners,
economists, and GIS analysts.
Individuals with extensive public management
experience formed Tindale Oliver to provide
innovative financing programs, comprehensive
planning, and infrastructure planning services to
local government entities. The principals of
Tindale Oliver have invested more than 80 years
of their professional careers working for city,
county, and state agencies. This experience
affords them a real-life understanding of issues
government officials face in comprehensive
planning, infrastructure planning, and innovative
infrastructure financing alternatives, and, more
importantly, how to implement selected
alternatives.
Tindale Oliver’s Public Finance & Infrastructure
Planning Team specializes in impact fee studies,
assessments, user fees, and alternative funding
studies. We are very familiar with various
methodologies used to prepare impact fees and
know how to apply each methodology correctly
to ensure that new development is not
overcharged and that the fees are technically
defensible. Tindale Oliver has been conducting
impact fee studies in nine service areas for
jurisdictions ranging in population from 3,500 to
1.3 million. With its dedicated staff for impact fee
and public funding studies supported by
additional staff experienced in impact fees,
Tindale Oliver has the capacity to manage and
complete the study for the City of Bozeman
within the City’s desired time frame while still
providing high quality product.
The following paragraphs provide a summary of
the Tindale Oliver Team’s unique qualifications,
experience, and innovations upon which we will
draw in preparing the impact fee study for the
City of Bozeman.
Impact Fee Methodology – Tindale Oliver
principals have published articles on impact fees
that document the correct methodology and
approach to developing impact fee programs.
These articles set the standard for impact fee
studies and have been used by many agencies
across the nation to develop impact fee
programs, including work by other consultants.
Tindale Oliver’s Economic Growth Impact Fee
Methodology – Tindale Oliver developed a
methodology that allows impact fees to be
sensitive to the growth rate of various areas
within a jurisdiction. This approach was used in
impact fee studies completed for and adopted in
New Mexico by the City of Albuquerque and in
Florida by the City of Orlando, Indian River
County, Pasco County, Marion County and
Hernando County. Through this method,
jurisdictions were able to reduce fees for select
land uses and/or target areas while still
maintaining the service level.
Fire/EMS Impact Fee Methodologies – Tindale
Oliver is very knowledgeable about different
methodologies used to calculate fire/EMS impact
fees, and we have used fire flow, call-based, and
functional population-based approaches in our
impact fee work. We have worked with incident
data through our impact fee and fire assessment
fee studies and are very familiar with the National
Tab 2: Company Description/Capability
CITY OF BOZEMAN | Update to Water, Sewer, Fire/EMS & Transportation Impact Fee Cost of Services Studies 2 - 2 www.tindaleoliver.com
Fire Incident Reporting System (NFIRS) as well as
the National Fire Protection Association (NFPA)
standards and ISO requirements and ratings that
tend to influence decisions on timing and location
of capital assets.
Comparative Databases – Tindale Oliver compiled
a cost database that includes unit costs for several
impact fee program areas, including all fees that
will be evaluated as part of this study. This
database supplements local information, which
tends to have a small sample size and serves as
quality-control mechanism to determine whether
the local costs are out of the range of what other
jurisdictions experience.
Similarly, Tindale Oliver has a revenue credit
database that compares non-impact fee funding
levels between jurisdictions. This database is
another quality-control tool Tindale Oliver uses to
ensure that the data used for impact fee
calculations are accurate.
Impact Fee Public Presentations – Principals of
Tindale Oliver have prepared and made more than
500 presentations on impact fees during the last 27
years. As such, our staff are qualified to prepare
materials for impact fee adoption hearings,
respond to questions from citizens and technical
committees, and develop strategies that result in
the successful implementation of new and
updated ordinances.
We also have worked very closely with impact fee
evaluation and review committees and have been
successful in building consensus among people
with different opinions on a variety of impact fee-
related topics.
Expert Testimony – Steve Tindale has provided
expert testimony and research on impact fee-
related matters. Tindale Oliver testimony in these
cases was key to winning an across-the-board
victory for governmental clients in each of these
cases.
Nationally Recognized – Nilgün Kamp serves on
the Board of Directors of the Growth and
Infrastructure Consortium (GIC) (formerly the
National Impact Fee Roundtable). Along with
Steve Tindale and Tyson Smith, they routinely
make presentations and moderate sessions at
annual GIC meetings.
Infrastructure Planning/Master Plans – Tindale
Oliver has prepared Parks, Fire, Transportation,
and School Master Plans and Future School
Location Analyses for local governments and
understands the relationship between impact fees,
master plans, and economic development and
growth management goals.
Institutional Knowledge, Insight, and
Outcomes – The knowledge and insight
described in this section provide our clients with
outcomes that are informative.
In summary, Tindale Oliver specializes in the
development of impact fees and other funding
methods and their successful implementation, as
evidenced in our previous work for many
jurisdictions.
Sub-consultants:
Public Resources Management Group, Inc.
(PRMG)
Founded in April 1994, PRMG is an established
financial and management consulting firm
specializing in financial and strategic planning and
management consulting services. The principals of
PRMG have been involved in a wide variety of
consulting projects for numerous public clients,
including the development of utility rates, impact
fees, miscellaneous service fees, preparation of
financial plans, presentation of expert testimony
on utility financial matters, and the acquisition and
establishment of utilities. PRMG will lead the effort
in the development of the water and wastewater
impact fees for the City of Bozeman.
White and Smith, LLC (W&S)
White & Smith, LLC , Attorneys are unique in that
both Mark White and Tyson Smith have advanced
planning degrees in addition to their law degrees.
W&S has extensive impact fee experience
nationwide and has been working with Tindale
Oliver since 2003. If the City desires, W&S will be
available to assist with legal requirements,
including the development of ordinances.
The map on the following page illustrates our
Team’s impact fee experience nationwide.
Tab 2: Company Description/Capability
CITY OF BOZEMAN | Update to Water, Sewer, Fire/EMS & Transportation Impact Fee Cost of Services Studies 2 - 3 www.tindaleoliver.com Tindale Oliver Team National Impact Fee Experience Map
CITY OF BOZEMAN | Update to Water, Sewer, Fire/EMS & Transportation Impact Fee Cost of Services Studies 3 - 1 www.tindaleoliver.com
Tab 3
Project Team
TINDALE OLIVER MANAGEMENT TEAM
This section demonstrates the significant
experience offered by the project management
team proposed for this project. Complete
resumes for each team member are also included
at the conclusion of this proposal.
Steven A. Tindale, P.E., AICP (TO),
will service as the Principal-in-
Charge for this project. With more
than 45 years of professional
experience, his primary work
activities over the last 27 years have
involved public finance and growth management
and concurrency systems studies and their
implementation. He also has written papers on
impact fee methodologies and introduced new
concepts. With his background as the Public
Works Director for the City of Tampa (FL), he has
an in-depth understanding of operating budgets
and capital infrastructure programs. He offers
expertise in public facilities planning and
financing, capital budgeting, local government
concurrency management, and, perhaps most
important, project implementation. His degrees
include a BS in Engineering and an MBA from the
University of South Florida.
Nilgün Kamp, AICP (TO), will serve
as the Project Manager for this
project. She has over 23 years of
experience in conducting public
finance studies and has managed
more than 200 impact fee,
assessment, and infrastructure planning studies.
She offers significant experience with annual
budgets, capital improvement programs, and
project expenditures to develop or update the
demand, cost, and credit components for impact
fees. Her degrees include an MA in Economics
from the University of South Florida and a Master
of International Relations and Pacific Studies
from the University of California in San Diego.
Nilgün has served on the Board of Directors for
the Growth and Infrastructure Consortium since
2013 and is a frequent presenter at this national
conference.
Henry Thomas (PRMG) has over 30 years of
experience in the areas of utility rates, economics,
planning, and finance. He is responsible for
providing a wide-range of economic, financial,
and business management services including rate
studies, financial planning, resource planning and
customer demand forecasting, capital funding
analyses, economic feasibility studies, valuations,
contract negotiations, expert testimony, and
preparation of feasibility studies in support of tax
exempt revenue bond financing. He will serve as
the task leader for utility impact fees.
Tyson Smith, Esq., AICP (W&S) has a diversity
of experience in local government and land use
planning law, with particular focus on “facilities-
based” growth management techniques,
including impact fees, concurrency, adequate
public facilities ordinances, and rate of growth
ordinances. He has worked with Tindale Oliver
on several impact fee projects since 2003 and is
available to assist with legal documentation if
desired.
In addition to this management team, Tindale
Oliver staff includes engineers, planners,
economists, and individuals with extensive travel
demand modeling, database and GIS analytical
skills. Availability of these skills in-house also
allows Tindale Oliver to provide its services in a
cost effective manner.
ORGANIZATION CHART
An organization chart including all key personnel
for this project is provided on the next page.
Tab 3: Project Team
CITY OF BOZEMAN | Update to Water, Sewer, Fire/EMS & Transportation Impact Fee Cost of Services Studies 3 - 2 www.tindaleoliver.com City of Bozeman Update to Water, Sewer, Fire/EMS and Transportation Impact Fee Cost of Services Studies Tindale Oliver Team Organization Chart
Tab 3: Project Team
CITY OF BOZEMAN | Update to Water, Sewer, Fire/EMS & Transportation Impact Fee Cost of Services Studies 3 - 3 www.tindaleoliver.com
KEY SUPPORT PERSONNEL
Robert Layton (TO) Project Role: Task Manager
Robert has been involved primarily in public finance studies, including impact fee studies for fire, EMS, transportation, schools,
law enforcement, correctional facilities, government buildings, solid waste, libraries, and parks and recreational facilities. His
background in economics enables him to work effectively with economic/demographic variables, capital improvement
programs, expenditure and revenue figures, and other financial material. He also has an extensive experience with property
appraiser databases. Robert also has been involved in the preparation of administrative manuals for several jurisdictions.
Project Experience:
> City of Sarasota (2016)
> City of St. Cloud (2016)
> Hillsborough County (2016)
> City of Tampa (2009, 2014)
> City of Lakeland (2013)
Ethan Hamilton (TO) Project Role: Planning Support
Since joining Tindale Oliver in 2014, Ethan has primarily been involved with public infrastructure financing and alternative
revenue funding studies. Ethan has worked on on various impact fee, assessment, and user fee studies for fire, EMS, schools,
parks and recreation, government buildings, libraries, and correctional facilities. Ethan has experience in demographic and
population projections, valuations of capital infrastructure and equipment, estimation of land value, enrollment trends/
projections, and fire incident demand calculations, among other impact fee and assessment support activities.
Project Experience:
> Orange County (2017)
> Village of Royal Palm (2016)
> City of Largo (2016)
> City of Sarasota (2016)
> Collier County (2015)
Chris Keller, AICP (TO) Project Role: GIS/Planning Support
Chris applies a broad GIS and transportation planning skill-set to solve various transportation and general planning issues. He
has experience in a wide-variety of projects ranging in topics including transportation and urban-development/redevelopment-
oriented studies, safety and data management projects, transit, and public finance studies.
Project Experience:
> City of Oviedo (2013)
> City of Orlando (2012)
> City of Helena (MT) Impact Fee Study (2008, 2009)
> Sumter County (2009)
Steve Infanti, AICP (TO) Project Role: Travel Demand Model Support
Steve is a certified planning professional with experience in Transportation Planning and GIS applications including travel
demand modeling using Cube Voyager models and mapping, geodatabase design and geospatial analysis using ESRI ArcGIS.
Steve has conducted numerous traffic impact studies, general traffic analysis, freight corridor screenings, crash data analysis
and other similar projects.
Project Experience:
> St. Lucie County (2007, 2016)
> Pasco County (2014)
> City of Lakeland (2014)
> Indian River County date (2013)
> Sumter County (2009)
CITY OF BOZEMAN | Update to Water, Sewer, Fire/EMS & Transportation Impact Fee Cost of Services Studies 4 - 1 www.tindaleoliver.com
Tab 4
References
RELATED PROJECTS AND REFERENCES
Successful performance on similar jobs is best demonstrated through a sampling of projects requiring
similar services. Tindale Oliver is dedicated to serving our clients, and we encourage you to contact any
of our references.
Impact Fee Studies, Collier County, FL - Collier County has had a significant population growth for
many decades. During the same growth period, land values and construction costs increased rapidly.
Tindale Oliver has been contracted by Collier County repeatedly since 1992 to develop or update impact
fees in nine program areas and currently is updating several of the County’s impact fees.
Client Contact Information: Amy Patterson, Director of Capital Projects Planning, Impact Fees,
and Program Management, Collier County; 2800 N. Horseshoe Drive, Naples, FL 33942; P: (239) 252-2400;
AmyPatterson@colliergov.net
Project Start/Completion dates: 1/08/2014 to 11/30/2016 (most recent update)
Population of Jurisdiction: 321,520
Number of Employees: 3,650 (FY 2017)
Impact Fee Studies, City of Oviedo, FL - Oviedo has been experiencing significant growth since 1980.
The City retained Tindale Oliver in 2004 to update its fire/EMS, transportation, police, and parks and
recreation facilities impact fees, as well as to develop a new government buildings impact fee.
Since then, Tindale Oliver continued to work with the City and provided various impact fee support
services. The City retained Tindale Oliver again in 2013 to update the 2004 Technical Study for all five
program areas, develop a multimodal transportation impact fee, incorporate Economic Growth
application, and develop an Administrative Manual.
Client Contact Information: Debra Pierre, Planning Manager, City of Oviedo;400 Alexandria
Boulevard, Oviedo, FL 32765; P: (407) 971-5776; dpierre@ci.oviedo.fl.us
Project Start/Completion dates: June 1, 2012 to October 29, 2013
Population of Jurisdiction: 33,342
Number of Employees: 315 (FY 2016-2017)
Fire, Law Enforcement, and Parks Impact Fee Update, City of Lakeland, FL - The City of Lakeland has
been experiencing high population growth over the last several years, and more development is
expected in the future. Tindale Oliver was originally retained by the City in 1991 to update its
transportation impact fee. In 2006, 2008, 2009, and 2014, the City contracted Tindale Oliver to
update several impact fee programs, including parks and recreation, fire protection, and law
enforcement, as well as indexing studies. The 2014 update included converting the City’s
Roadway Transportation Fee to a Multimodal Transportation Fee, providing the City with more
flexibility in its program expenditures. In addition, the study incorporated libraries into the parks and
recreation impact fee.
Tab 4: References
CITY OF BOZEMAN | Update to Water, Sewer, Fire/EMS & Transportation Impact Fee Cost of Services Studies 4 - 2 www.tindaleoliver.com
Client Contact Information: Celeste Deardorff, Long Range Planning Manager, City of Lakeland;
228 S. Massachusetts Avenue, Lakeland, FL 33801; P: (863) 834-8432; celeste.deardorff@lakelandgov
Project Start/Completion dates: October 1, 2009 to July 7, 2010
Population of Jurisdiction: 97,422
Number of Employees: 2,731 (FY 2017)
Impact Fee and Assessment Studies, City of Bartow, Florida - The City retained Tindale Oliver to
update the City’s parks, public buildings, water and wastewater impact fee programs, convert its
roadway-based transportation impact fee to a multimodal transportation impact fee, update fire
assessment program and stormwater assessment program, develop a roadway maintenance
assessment program, and prepare a fire location study.
Client Contact Information: Robert Wiegers, Director of Planning Department, City of Bartow;
450 N. Wilson Ave., Bartow, FL 33830; P: (863) 534-0100; 6814; Bwiegers.planning@cityofbartow.net
Project Start/Completion dates: 3/10/2014 to 12/31/2014 (most recent update)
Population of Jurisdiction: 17,298
Number of Employees: 280 (FY 2016-2017)
Comprehensive Impact Fee Study, Indian River County, FL - In 1998 and 2004, Tindale Oliver
updated the Fair Share Roadway Impact Fee Ordinance for Indian River County (IRC) and developed
studies for eight impact fee program areas, including law enforcement, correctional facilities, schools,
fire & EMS, libraries, public buildings, parks, and solid waste impact fee programs. IRC retained
Tindale Oliver again in 2014 to update the studies. The new study was used to adopt Tindale Oliver’s
Economic Growth Strategy with a reduced fee schedule for non-residential development.
Client Contact Information: Stan Boling, Director, Community Development Department, Indian
River County ; 1801 27th St., Vero Beach, FL 32960; P: (772) 226-1253; sboling@ircgov.com
Project Start/Completion dates: July 2, 2013 to October 14, 2014
Population of Jurisdiction: 138,028
Number of Employees: 1,488 (FY 2016-2017)
CITY OF BOZEMAN | Update to Water, Sewer, Fire/EMS & Transportation Impact Fee Cost of Services Studies 5 - 1 www.tindaleoliver.com
Tab 5
Outline of Services
PROJECT APPROACH
The scope of services requested by the City of
Bozeman includes updating impact fees for four
service areas and is organized in four primary
tasks. The work will reflect changes in the City
area, capital improvement projects completed
since the last update, changes in funding levels
and sources, updated facility plans, and changes
in bidding conditions, among other variables.
TASK 1: Background and Methodology Review
Immediately upon receipt of the Notice to
Proceed, Tindale Oliver will coordinate with the
City for the identification and collection of
specific studies, data, any technical reports,
Comprehensive Plan, Capital Improvement Plan,
Water and Wastewater Facilities Plans,
Transportation Plan, Fire/EMS Master Plan (as
available), existing conditions of the facilities and
future needs, current policies and procedures/
standards, and other related information
necessary to complete the impact fee study.
Tindale Oliver will review the background
information and facilitate a kickoff meeting with
key City staff to confirm study objectives, identify
and discuss major technical, legal, and policy
issues, coordinate staff/Consultant
responsibilities, and refine the project schedule
as necessary. Some of the technical and policy
issues that will be discussed include the
following:
> Inventory and current conditions of the
facilities
> Capital improvement plans, master plans,
and projects and associated funding sources
and levels
> The City’s growth patterns and levels,
including rate of growth in population and
tax base and diversity of tax base
> Impact fee variables that need to be
updated/developed
> Consumption-based vs. recoupment/needs-
based methodologies and Tindale Oliver’s
Economic Growth method that creates a link
between these methods
> Recent trends in land and construction costs
experienced by the City and other
jurisdictions in Montana
> Level of service (LOS) analysis
> Methodology used to measure demand for
each impact fee program area
> Review of land uses included in the current
fee schedule and potential changes, if
necessary
> Other related issues, as applicable
The input received during this meeting will be
incorporated into the remaining tasks.
TASK 2: Impact Fee Technical Analysis
Based on the results of the Task 1 review, this
task will update impact fee calculations for each
service area. This work effort will include
development of the inventory of existing facilities,
preparation of a demand component, and a
review of the construction, land, equipment, and
other related costs, identification of costs
associated with new development, and credits.
Subtask 2.1: Inventory of Existing and
Planned Facilities
The City will provide information on the inventory
of the existing capital facilities within the city as
well as their existing conditions. Planned
facilities will be documented based on the
information in the Capital Improvement Plan,
master plans, and other documents collected as
part of the Task 1 effort, as well as discussions
with City staff. We understand that the City
Tab 5: Outline of Services
CITY OF BOZEMAN | Update to Water, Sewer, Fire/EMS & Transportation Impact Fee Cost of Services Studies 5 - 2 www.tindaleoliver.com
recently adopted a new facility plan for
wastewater, and that plans for transportation and
water are expected to be adopted in spring 2017,
and a new facility plan for fire/EMS is expected to
be completed in June 2017.
The fire/EMS facility inventories will include all
stations/buildings, land, vehicles and equipment.
The transportation impact fee will include the
roadway inventory and the utilities will include
supply, treatment, distribution and other plants, as
well as other related capital infrastructure.
A summary of the capital asset inventory as well as
planned facilities for each program area will be
developed.
Subtask 2.2: Level-of-Service (LOS) Analysis and
Population Projections
The City’s current, achieved LOS and its
established LOS standards will be used to
determine the appropriate LOS that can be used in
the impact fee calculations. The City’s population
projections will be updated using data available
from the Census, permitting and available
development data and information. Using
estimated population growth and the appropriate
LOS, future facility needs will be determined.
Subtask 2.3: Demand Component
Tindale Oliver will calculate the demand
component for each impact fee program area. In
the case of fire/EMS facilities, Tindale Oliver
typically uses functional population per unit of
land use. Functional population measures the
benefit to each land use based on the presence of
people at that land use throughout the day. In
other words, land uses are charged for the
availability of these services based on full-time
equivalent persons present at each land use
throughout the day. Tindale Oliver has also used
call data for both impact fee studies and fire
funding and facility planning studies. Both
approaches will be discussed with the City as part
of Task 1.
Transportation demand is measured in terms of
vehicle miles of travel (VMT) for roadway-based
fees. Tindale Oliver has an extensive database that
includes trip characteristics studies for more than
40 land uses, including those completed in
Bozeman, which are used for transportation
impact fee studies.
In addition, if the City desires, this information can
be supplemented with local trip characteristics.
Otherwise, the demand component will be
developed based on secondary data sources, such
as the latest ITE Trip Generation Handbook (9th
Edition), Tindale Oliver’s trip characteristics
database, and any alternative studies that may
have been conducted in the City of Bozeman. In
the case of transportation impact fee, an analysis
of reduction in travel generated by certain land
uses, such as the mixed use developments, can be
incorporated further refine the demand
component.
In the case of utilities, the demand is measured in
terms of equivalent residential unit (ERU)s.
Number of ERU’s will be identified.
As part of the demand estimation, the existing and
future available capacity at each facility type will
be converted into units of service demand.
Subtask 2.4: Cost Component
The cost component for each impact fee program
area will be calculated to reflect the current cost of
adding capacity in the City of Bozeman for each
program area.
Cost elements reviewed will include design and
engineering inspection, construction, land/right-of
-way purchase, equipment purchase and other
related costs.
Tindale Oliver will review the Capital Improvement
Program, annual budgets/reports, recent bids,
recently-completed local projects (past five years),
recent land purchases or appraisals, and other
relevant documents to identify capital service
improvement costs that may be considered in the
calculation of the cost component of the impact
fee formula for the City.
This unit cost information will be compared to
and/or supplemented with Tindale Oliver’s cost
databases that include information from other
jurisdictions.
Based on the City’s planned facilities, costs of
future projects associated with new development
vs. existing deficiencies, operations and
maintenance will be identified.
Subtask 2.5: Credit Component
Tindale Oliver will review historical and projected
capital improvement funding sources and
Tab 5: Outline of Services
CITY OF BOZEMAN | Update to Water, Sewer, Fire/EMS & Transportation Impact Fee Cost of Services Studies 5 - 3 www.tindaleoliver.com
expenditures for land, construction, design, and
engineering inspection and other related costs in
the City of Bozeman. Funding sources may include
taxes, grants, user fees, among others. Debt
service for any bond proceeds used for capacity
expansion projects will be reviewed and
documented as appropriate. These calculations
will reflect any recent and/or anticipated changes
in how the capital assets are funded. This
information will be used to prepare the credit
component of the impact fee formula to avoid
“double recovery” of costs as part of the impact
fees and user fees and/or taxes.
Subtask 2.6: Economic Growth Application
The City is interested in exploring alternative
methods when a superior outcome will result.
Tindale Oliver has developed Economic Growth
application, which evaluates the projected growth
rates, available funding sources and levels for
capacity projects and develops a policy discount/
buydown by land use and geographic area without
affecting the adopted LOS standards. This
methodology creates a bridge between the
consumption-based and needs-based methods
and provide the jurisdiction with the flexibility to
provide discounts to target industries/land uses
and/or targeted areas. Using this approach, the
City will be able to evaluate the projected level of
service given different growth rates and adjust the
fee so that revenues generated could still fund the
needs identified by the adopted LOS standards.
Subtask 2.7 – Analysis of Benefit Districts
Tindale Oliver will review the existing benefit
district structure and evaluate if there is a need to
change the current structure. As part of this
analysis, natural/man-made boundaries or
physical features, variations in rates of growth/
urban form, revenue collection levels, and other
similar factors will be evaluated. This work effort
will be documented in the technical report.
Subtask 2.8: Calculated Impact Fee Schedules
Based on the analysis conducted in previous tasks,
this task will develop a fee schedule for each
program area. The analysis will establish the
necessary nexus of fees for different property use
types. As part of the analysis, a phasing schedule
will be provided that includes full recovery costs
vs. partial recovery alternatives along with sample
calculations for various properties under each
scenario. A comparison of fees implemented in
surrounding jurisdictions will also be shown.
TASK 3: Technical Report
Results of Tasks 1 and 2 will be summarized in a
draft technical report along with resulting fee
schedule for each program area. The technical
report will include all information, estimates,
projections, and data analysis as well as any
assumptions made and methodologies employed
to complete these tasks.
Upon receipt of comments from the City staff,
Impact Fee Advisory Committee, and City
Commission, Tindale Oliver will make the
necessary revisions to the draft report and submit
the final report. The technical reports and work
conducted will be in compliance with the
documentation required by Montana statute,
transparent, clearly documented and
communicated, using a sound and understandable
methodology.
TASK 4: Meetings and Presentations
The City of Bozeman has established a nine-person
Impact Fee Advisory Committee comprised of
citizens and employees to work with the
consultant to develop the updated impact fee
studies. The City of Bozeman is committed to
meaningful public access to public processes and
intends the fee study update process to be
transparent and understandable to participating
parties.
As part of this task, Tindale Oliver will participate
the following meetings:
> General workshop — An introductory
workshop, open to public, but primarily
oriented to the Impact Fee Advisory
Committee, appointed and elected officials.
This workshop will provide an overview of the
process.
> Impact Fee Advisory Committee meetings:
Three (3) meetings will be held with the
Committee to introduce/discuss the
assumptions, methodology and service area;
review draft results; and present final draft
fees for each service area.
> City Commission meetings/presentations:
Four (4) meetings will be held to introduce the
update process; provide initial estimates;
Tab 5: Outline of Services
CITY OF BOZEMAN | Update to Water, Sewer, Fire/EMS & Transportation Impact Fee Cost of Services Studies 5 - 4 www.tindaleoliver.com
present final draft of each fee study; and
formal presentation and adoption for each fee.
> City Staff meetings/conference calls will be
held to discuss data for each fee area, facility
plan overview, funding availability and
structure overview, and legal and procedural
framework.
PROJECT DELIVERABLES
Throughout the project, the following will be
provided:
> Two hard copies and 1 PDF version of all
preliminary and final drafts.
> All documents will be provided at least 14
working days prior to any public hearing or
meeting with the City Commission in an
electronic format approved by the City.
> All deliverables will be screen-reader friendly
to comply with the Americans with Disabilities
Act (ADA).
> Bi-weekly progress reports will be submitted
via e-mail, addressing Recently Performed
Work, Upcoming Tasks, Upcoming Milestones,
Scope & Schedule Issues, and Issues to be
Aware of.
OPTIONAL SERVICES
If requested by the City, the Tindale Oliver Team
includes White & Smith who can provide legal
review and assist with the update of the impact fee
ordinances and other legal documents. The
budget associated with these services is not
included in the study cost, and can be provided
separately upon request by the City.
CITY OF BOZEMAN | Update to Water, Sewer, Fire/EMS & Transportation Impact Fee Cost of Services Studies 6 - 1 www.tindaleoliver.com
Tab 6
Cost and Expenses
COST AND EXPENSES
The professional fees and expenses for services outlined in Tab 5 is estimated $143,355. This cost includes six trips to
Bozeman, and includes all costs associated with the study.
CITY OF BOZEMAN | Update to Water, Sewer, Fire/EMS & Transportation Impact Fee Cost of Services Studies 7 - 1 www.tindaleoliver.com
Tab 7
Affirmation of
Nondiscrimination
Per the requirements of the RFP, the following is
included in this section:
> Attachment 1: Statement of Non-
Discrimination Form