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R09-054 II I 1 RESOLUTION NO. R09- 0$0/ 2 3 A RESOLUTION OF THE CITY COMMISSION OF THE 4 CITY OF BOYNTON BEACH, FLORIDA, APPROVING AND 5 AUTHORIZING THE CITY MANAGER TO EXECUTE THE 6 PROPOSAL OF SERVICES FOR THE POTENTIAL 7 CONTINUATION OF THE FIRE ASSESSMENT PROGRAM 8 FOR FISCAL YEAR 2009/2010 WITH GOVERNMENT 9 SERVICES GROUP, INC. IN THE AMOUNT OF $17,500.00; 10 AND PROVIDING AN EFFECTIVE DATE. 11 12 WHEREAS, City staff has received four (4) proposals from consulting firms 13 experienced in updating and maintaining Fire Assessment Programs in Florida; and 14 WHEREAS, staff was able to negotiate a lower fee from Government Services 15 Group, Inc., (GSG) and recommends continuing with GSG as they are the most experienced 16 firm, have detailed familiarity with the City of Boynton Beach and has the lowest base fee; 17 and 18 WHEREAS, contracting with GSG will preserve the progress that has been made to- 19 date in the data collection/maintenance of this program. 20 NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF 21 THE CITY OF BOYNTON BEACH, FLORIDA. THAT: 22 Section 1. The foregoing "Whereas" clauses are hereby ratified and confirmed as 23 being true and correct and are hereby made a specific part of this Resolution upon adoption 24 hereof. 25 Section 2. The City Commission of the City of Boynton Beach, Florida does 26 hereby approve and authorize the City Manager to execute the proposal of services with 27 Government Services Group, Inc., in the amount of $17,500.00 for the potential continuation 28 and updating of data required to maintain the Fire Assessment Program for 2009-10, a copy S:\CA\RESO\Fire Assessment Resos\Fire Assessment Scope of Services 09-10 GSG.doc II . 1 of which is attached hereto as Exhibit "A", 2\ Section 3. This Resolution shall become effective immediately upon passage. 3 PASSED AND ADOPTED this 17'th.day of March, 2009. 4 CITY OF BOYNTON BEACH, FLORIDA ...~...,-"':'" .-~~_.~ 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 A TYEST: 21 22 23 .~ 24 25 26 27 28 29 30 31 32 S:\CA\RESO\Fire Assessment Resos\Fire Assessment Scope of Services 09-10 GSG.doc R 0 f- (;7.$'1 G S G public sector solutions GOVERNMENT S~R\iICfS GROUP. INC. February 6, 2009 Via Electronic Mall Mr. Kurt Bressner, City Manager City of Boynton Beach 100 E. Boynton Beach Blvd. Boynton Beach, FL 33425-0310 Re: City of Boynton Beach - Fire Rescue Services Assessment Program: Revised ContInuing Services Proposal Dear Mr. Bressner, As you know, Government Services Group, Inc. (GSG) originally assisted the City of Boynton Beach (City) in successfully implementing a fire rescue assessment program in 2001, and since its initial year, we have assisted in the maintenance of the annual assessment program on behalf of the City. However, when the assessment program was initiated in 2001-02, the City made the decision to "sunset" the assessment program effective Fiscal Year 2008-09. Therefore, in order for the City to continue to use the annual recurring revenue source, it was required to implement a new fire rescue assessment program for Fiscal Year 2008-09. GSG is pleased to have once again assisted the City in developing and successfully implementing this recurring revenue source. As such, we believe that the City would benefrt from a continuation of our services. In order to continue this relationship and the achievements realized thus far, attached as Appendix A is our proposed scope of services, fees, project deliverables and payment schedule to assist the City in the annual maintenance of the fire rescue assessment program for Fiscal Year 2009-10. Please note that Appendix A has been revised from our original proposal dated October 16, 2008 and our December 1, 2008 proposal at the request of the City's Finance Director. Please review the attached scope of services and upon review and satisfactory determination, please sign where indicated to acknowledge acceptance of the scope of services and to serve as proper notice to proceed. Upon execution, please provide us with a signed copy for our files. As we are currently preparing our schedule for the upcoming assessment season, we would appreciate your prompt reply, which will help us to accommodate your program's schedule and ensure the continuation of this successful recurring revenue source. Mr. Kurt Bressner February 6, 2009 Page 2 If you have any questions, please do not hesitate to contact me. We look forward to working with the City of Boynton Beach again this year. Sincerely, : .. I' ..[.:i... .,!__.J. .1 v(/"~-"--? \' - . , / Sandi Melgarejo Project Coordinator sm ACCEPTED AND AGREED TO APPENDIX A By: ~~ .s/d"/O CJ City of Boynton Beach Daftt I KURT BRESSNER CiTY V.ANAGER BO~'~;TON SE.-\CH, FL ACCEPTED AND AGREED TO APPENDIX B By: ~/~ .3 /~t./ foCI City of Boynton Beach ' Date I CITY AITORNEY Appendix A FIRE RESCUE ASSESSMENT PROGRAM MAINTENANCE FISCAL YEAR 2009-10 REVISED SCOPE OF SERVICES Scope of Services MAINTENANCE OF FIRE SERVICES ASSESSMENT PROGRAM Task 1: Base Retainer Services for Current Fiscal Year Assessment Program Upon notice to proceed, GSG will be retained to administer the current fiscal year assessment program and maintain the assessment roll database. Such retainer services will include GSG's availability to respond to requests for information or assistance from City staff regarding all aspects of the current assessment program. In addition, GSG will prepare the critical events schedule for the upcoming fiscal year to ensure adherence to statutory deadlines and will maintain the current fiscal year database in a manner that ensures data availability to specific requests. Task 2: Update the Preliminary Assessment Roll GSG will import updated Property Appraiser data to construct the preliminary annual assessment roll for the assessment program. Corrections from the City will be applied to the updated data. GSG will then create the assessment roll by programmatically applying the business rules to the data and extending the rates to the affected tax parcels according to the methodology. Task 3: Pro-Forma Rate Scenarios As requested by the City, GSG will provide rate-scenarios to assist in budget analyses and assessment program planning. Task 4: FInal Rates GSG will calculate/confirm the proforma schedule of rates based on the apportionment methodology and revenue requirements for the Fiscal Year 2009-10 assessment program. Task 5: PreUmInary and Annual Assessment Resolutions GSG will advise and assist the City's legal counsel in drafting the implementing assessment resolutions that conform to the existing fire rescue assessment ordinance and the City's policy decisions. Task 6: Implementation Advise and assist with the requirements for the adoption of the annual assessment rate resolution and certification of the assessment roll in accordance with Section 197.3632, Florida Statutes, including: (a> Produce Notice Roll and Data Exports After verification of final fates for the assessment program, GSG will create the notice roll by applying the rates to the assessment roll. GSG will then produce the data exports needed for the production of TRIM notices. Data exports for TRIM notices will be transmitted as necessary to the Tax Collector's office, per their specifications. (b) Development and DIstrIbutIon of Flnt aa.. NotIce Assist the City in developing the first class notice and its distribution to any affected property owners. Task 7: Create Final Assessment Roll GSG will update the assessment roll with any corrections and updates received from the City. Final rates will be verified and extended to the updated data in order to create the final assessment roll. The final roll will be provided to the City. Task 8: Certify, Export and Transmit the Final Assessment Roll In Conformance with Uniform Method Using the final assessment roll, GSG will prepare export files on compatible electronic medium capable of merger with the ad valorem tax roll files and will transmit the file to the Tax Collector in the prescribed format. Government Services Group, Inc. I A-l FEES AND COSTS For the professional services and specialized assistance described in the proposed Scope of Services, GSG's fee for professional services will be $17,500. Except as noted below, the fee includes reimbursement for all out-of-pocket expenses related to photocopying, express mail delivery and telephone charges. The fee for professional services does not include anyon-site visits by GSG staff to the City. Anyon-site meetings may be arranged at our standard hourly rates provided below. All expenses related to on-site meetings will be billed in accordance with section 112.061, Florida Statutes. If necessary, in lieu of on-site visits, periodic telephone conference calls may be scheduled to discuss project status. The standard hourly rates for GSG are as follows: GOVERNMENT SERVICES GROUP, INC. Ch ief Executive Officer ....... ...... ..... .................. .............. ............................ $225 Senior Vice President ................................................. ............................... $175 Vice President............................................................................................ $160 Senior Project Manager/ConsultanVProject Coordinator ...................... $160 ConsultanVDatabase AnalysVTechnical Services.................................. $130 Administrative Support....................... ..... .............. .... ... ........ .... ....... ....... ... $ 50 The lump sum fee does not include the costs of producing and mailing the statutorily required first class notices. Mailing and production costs depend on the number of assessable parcels of property within the assessment program area, but average approximately $1.28 per parcel. Payment of mailing and production costs is due at the time of adoption of the initial assessment resolution or like document. For non-domestic notices, mailing charges will include the actual amount of postage beyond the domestic rate and if U.S. postage rates increase prior to mailing. the additional postage per notice will be charged. The City is responSible for any and all newspaper publications, including, but not limited to, making arrangements for publications and any costs associated therewith. The City is also responsible for any costs incurred to obtain information from the property appraiser or other public officials that is necessary for the assessment program. Please note that GSG works with the premise of developing and implementing assessment programs with an eye on potential legal challenges in an attempt to maximize both the effICiency and the effectiveness of any defense. Nonetheless, the fees outlined above for professional services do not include any proviSion for litigation defense. Accordingly, in the event there is a legal challenge, both firms would be available, on an hourly basis, to assist the City in its defense. Government Services Group, Inc. I A-2 PAYMENT SCHEDULE The lump sum fee for professional services and specialized assistance will be due and payable, based on the following schedule and assuming that notice to proceed is received by February 2009. If notice to proceed occurs after this date, the payment schedule will be condensed over the anticipated number of months remaining to complete the project. Schedule Payment April 2009 25% of professional fee - $4,375 June 2009 25% of profeSSional fee - $4,375 August 2009 25% of professional fee - $4,375 September 2009 25% of profeSSional fee - $4,375 DELIVERABLES SCHEDULE Deliverable Schedule Notice to Proceed February 2009 Ongoing Retainer Services As Needed Develop Preliminary Assessment Roll May - June 2009 Calculate Rates June 2009 Preliminary Rate Resolution June 2009 Prepare Assessment Roll June-July 2009 TRIM/First Class Notices July - August 2009 Published Notice July - August 2009 Annual Rate Resolution August-September 2009 Certify Fiscal Year 2009-10 Assessment Roll by September 15, 2009 Government Services Group, Inc. I A-3 HOURS AND FEES MATRIX Task Total HOUtS Total Fees Task 1- Base Retainer Services for Current FIscal Year Asaes8ment Program Chief Executive Officer 0 $0 Senior Vice President 4 $640 Vice President 2 $320 Senior Project Manager/ConsultanVProject Coordinator 16 $2,560 ConsultanVDatabase Analyst(Technical Services 8 $1,280 Administrative Support 0 $0 Task 1 Total 30 $4,800 Task 2 - Update Preliminary Assessment Roll Chief Executive Officer 0 $0 Senior Vice President 0 $0 Vice President 0 $0 Senior Project Manager/ConsultanVProject Coordinator 4 $640 ConsultanVDatabase Analyst(Technical Services 32 $5,120 Administrative Support 0 $0 Task 2 Totals 36 $6,760 Task 3 - Pro-Forma Rate Scenarios Chief Executive Officer 0 $0 Senior Vice President 0 $0 Vice President 0 $0 Senior Project Manager/ConsultanVProject Coordinator 4 $640 ConsultanVDatabase AnalystjTechnical Services 4 $640 Administrative Support 0 $0 Task 3 Total 8 $1,280 Task 4 - Final Rates Chief Executive Officer 0 $0 Senior Vice President 0 $0 Vice President 0 $0 Senior Project Manager/ConsultanVProject Coordinator 4 $640 ConsultanVDatabase Analyst(Technical Services 2 $320 Administrative Support 0 $0 Task 4 Totals 6 $960 Task 6 - Preliminary and Annual Assessment Resolutions Chief Executive Officer 0 $0 Senior Vice President 0 $0 Vice President 0 $0 Senior Project Manager/ConsultanVProject Coordinator 4 $640 ConsultanVDatabase AnalystjTechnical Services 0 $0 Administrative Support 0 $0 Task 6 Totals 4 $640 Government Services Group, Inc. I A-4 Task Total Hours Total Fees Task 6 - Implementation Chief Executive Officer 0 $0 Senior Vice President 0 $0 Vice President 0 $0 Senior Project Manager/ConsultanVProject Coordinator 4 $640 ConsultanVDatabase Analyst/Technical Services 8 $1.280 Administrative Support 0 $0 Task 6 Totals 12 $1,920 Task 7 - Create Final Assessment Roll Chief Executive Officer 0 $0 Senior Vice President 0 $0 Vice President 0 $0 Senior Project Manager/ConsultanVProject Coordinator 2 $320 ConsultanVDatabase Analyst/Technical Services 6 $960 Administrative Support 0 $0 Task 7 Totals 8 $1,280 Task 8 . Certify, Export and Transmit the Final Assessment Rollin Conformance with Uniform Method Chief Executive Officer 0 $0 Senior Vice President 0 $0 Vice President 0 $0 Senior Project Manager/ConsultanVProject Coordinator 0 $0 ConsultanVDatabase Analyst/Technical Services 4 $640 Administrative Support 0 $0 Task 8 Total 4 $640 Total Professional Fees 108 $17,280 Expenses $220 Grand Total $17,500 Government Services Group, Inc. I A-5 Appendix 8 ADDITIONAL SERVICES Additional Services ON-SITE VISITS Anyon-site meetings may be arranged at our standard hourly rates provided below. All expenses related to on-site meetings will be billed in accordance with section 112.061, Florida Statutes. If necessary, in lieu of on-site visits, periodic telephone conference calls may be scheduled to discuss project status. GSG's estimated fee for professional services and travel related expenses for one (1) on-site visit to the City is $2,000. MAILING OF FIRST CLASS NOTICES In previous years, the City was required to use the Truth-in-Millage (TRIM) notice to provide notice of special assessments pursuant to a special act that pertained to Palm Beach County. The amendment to this special act provides that use of the TRIM notice satisfies the mailed notice requirement of section 197.3632, Florida Statutes unless the assessment is levied for the first time, the boundaries change, the purpose changes or the rate exceeds the maximum rate. Because of this amendment and based on our discussions with the Palm Beach County Property Appraiser's office in June 2008, it was recommended that the City provide additional first class mailed notice to property owners regarding the proposed fire special assessment for FY 2008-09. Should the City be required to mail first class noticed to affected property owners for FY 2009-10, GSG will assist the City as follows: . Assist the City in developing the first class notice; . Merging the pertinent assessment roll information into the notices; . Printing and preparing the notices to be mailed; and . Mailing the notices by first class mail. Mailing and production costs depend on the number of assessable parcels of property within the assessment program area. GSG's fee for this service is $1.28 per mailed first class notice, which includes all out-of-pocket expenses such as postage, envelopes, copy charges, etc. For non-domestic notices, mailing charges will include the actual amount of postage beyond the domestic rate and if U.S. postage rates increase prior to mailing, the additional postage per notice will be charged. Payment of mailing and production costs is due at the time of adoption of the initial assessment resolution or like document. NO RATE INCREASE Should the City not increase the fire assessment rates for FY 2009-10, first class notices will only need to be mailed to newly affected property owners. Based on FY 2007-08 information, the amount of new parcels that would need to be noticed would be in the 250 to 500 range. GSG's fee for mailing 500 first class notices would be approximately $640. Government Services Group, Inc. I B-1 RATE INCREASE Should the City increase the fire assessment rates for FY 2009-10 above the maximum rates noticed in August 2008, the City would be required to re-notice all property owners. Based the FY 2008-09 fire assessment roll, the City would be required to mail approximately 31,000 first class notices. GSG's fee for mailing 31,000 first class notices would be approximately $39,680. Government Services Group, Inc. I B-2 The City of Boynton Beach City Clerk's Office 100 E BOYNTON BEACH BLVD BOYNTON BEACH FL 33435 (561) 742-6060 FAX: (561) 742-6090 e-mail: prainitoj@ci.boynton-beach.fl.us www.boynton-beach.org MEMORANDUM TO: Barry Atwood Finance Director FROM: Janet M. Prainito City Clerk DATE: March 25, 2009 SUBJECT: R09-054 - Fire Rescue Services Assessment Program Revised Continuing Services Proposal Attached for your information and files is a copy of the proposal mentioned above and a copy of the resolution. Since the document has been fully executed, I have retained the original for Central File. Thank you. ~Yn, p~ Attachments (2) c: Central File S:\CC\WP\AFTER COMMISSION\Departmental Transmittals\2009\Barry Atwood - R09-054.doc America's Gateway to the Gulfstream