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HomeMy WebLinkAboutResolution_26-97/98_05/14/1998 RESOLUTION NO. 26 -97/98 A RESOLUTION OF THE VILLAGE COUNCIL OF THE • VILLAGE OF TEQUESTA, PALM BEACH COUNTY, FLORIDA, APPROVING AN ENGINEERING SERVICES PROPOSAL WITH REESE, MACON & ASSOCIATES OF LAKE WORTH, FLORIDA, FOR WATER SYSTEM RATE ANALYSIS IN THE AMOUNT OF $24,500 AND AUTHORIZING THE VILLAGE MANAGER TO EXECUTE THE SAME ON BEHALF OF THE VILLAGE. NOW, THEREFORE, BE IT RESOLVED BY THE VILLAGE COUNCIL OF THE VILLAGE OF TEQUESTA, PALM BEACH COUNTY, FLORIDA, AS FOLLOWS: Section 1. The Engineering Services Proposal with Reese, Macon, & Associates of Lake Worth, Florida, for Water System Rate Analysis, in the Amount of $24,500, Attached Hereto as Exhibit " A " and Incorporated by Reference as Part of this Resolution, is Hereby Approved and the Village Manager of the Village of Tequesta is Authorized to Execute the Same on Behalf of the Village of Tequesta. THE FOREGOING RESOLUTION WAS OFFERED by Councilmember Mackail , who moved its adoption. The motion was seconded by Councilmember Cameron and upon being put to a vote, the vote was as follows: FOR ADOPTION AGAINST ADOPTION Alexander W. Cameron I Joseph N. Canretta I Carl C. Hansen RQn T. M , ackai 1__--_---- Elizabeth A. Schauer The Mayor thereupon declared the Resolution duly passed and adopted this 14th day of May, A.D., 1998. MAYOR OF� TEQUESTA Elizabeth Schauer ATTEST: E I J� oann Mangan' llo • Village Clerk wp60 \res \26 -98 May -08 -98 11:54A Rcese,Macan &Assoc_ P_01 RMA � m • Reese, Macon and Associates, Inc. �0 May 8, 1998 ° x 0 U 0. Village of Tequesta a P.O_ Box 3474 ~ �G Tequesta, FL 33469 -0474 CD S ATTN: Thomas C. Hall, Water System Manager L RE: Capital Improvement and Service Fee Review; 0 9 0 LL IL Gentlemen: We are pleased to submit this proposal for engineering and financial services in connection with the above referenced project. REESE, MACON and ASSOCIATES, INC., hereinafter referred to as the Engineer, shall perform the services as documented below for the Village of Tequesta , hereinafter referred to as the Client. SCOPE • The Engineer understands the Scope of Work shall include services relative to the development of capital improvement charges and miscellaneous service fees in order to provide for the recovery of the full cost of providing services to the Village's water system customers. It should be noted that the bulk of these services shall be performed by Public Resources Management Group (PRMG). The following specific tasks will be performed by the Engineer: 1. Data Acquisition and vi w: Prepare a data request to obtain information to be compiled by the Village relative to the review of the Capital Improvement Charges and miscellaneous fees. Information to be obtained and reviewed will include financial (e.g., fixed asset records), operational (e.g., plant utilization and available reserve margins), statistical (e.g., current plant utilization rates), and other water system information as deemed appropriate. It is anticipated that a meeting with the Village staff will be held in order to discuss the needs for this information as it relates to the project, to discuss charge/fee objectives and issues, and to identify specific requirements for the development of the utility rate making assumptions for which a fee will be based. Also, a detailed data request will be prepared prior to the attendance of the on -site visits in order to provide the Village an indication of the data requirements needed to conduct the study. 2_ Development of Capi Improvement Fee Based on information obtained during Scope Item 1, a Capital Improvement fee will be developed to be applied to future customers of • the water system_ The capacity fee will be based on an evaluation of the existing and 64155 bake Worth Road • Suite 307 • Lake Worth, FI, 33463 -2907 Telephone (361)433 - 3226 • Facsimile (561)433 - 8011 e-mail • rma(iIx.netcom.com May -08 -98 11 :54A Reese,Macon &Assoc_ P_02 • anticipated water pant capacity required to serve future customers/connections, the level of service requirements dictated by Village policy and/or regulatory practice, and other factors as may affect the derivation of the fee. A review of the existing Capital Improvement fee application methodology as reflected in the Village's current utility rate ordinances will also be conducted to ensure that the proposed fee is consistent with such methodology. To the extent that revisions in the Capital Improvement fee methodology are warranted, the Engineer will notify the Village of such changes. in addition to the derivation of the fee, preparation of a comparison of the proposed fee with other neighboring utilities to the Village will be developed in order to indicate the competitive relationship of the proposed fee. Finally, the Engineer will assist the Village's legal counsel in the preparation of any modifications to the utility rate ordinance due to any rate or application modifications which may be recommended in the study of such fees. 3. Miscellaneous Se rvice Charge Evaluat Perform a cost evaluation on the miscellaneous service fees, which will include an evaluation of the adequacy of customer deposits, identified during the Scope Item 1 activities which need to be re- evaluated and updated to ensure cost recovery or need to be adapted due to the absence of such fee structure for Village's water system. Based on data availability and the results of data acquisition activities conducted in accordance with Scope Item 1, evaluate the currently miscellaneous charges in place and propose new charges based on the direct and indirect costs of providing service relative to the specific customer request for which the fees are developed or in accordance with Village policy. Direct charges will include the cost of • customer service, field services, and other related activities directly related to providing the service as requested by the customer or provided by the utility. The indirect cost component will include the determination and allocation of administrative overheads to the fee to ensure total cost recovery from the customers. It is anticipated that the information to be relied upon in the development of the fees will be based on the attendance of staff interviews with the Village to identify the work effort or flow required to provide the services. Where applicable, a comparison of the existing and proposed fees being evaluated will be conducted with other neighboring utilities to present the competitiveness of such fees and for Village council consideration. 4. Water Rate Evaluatio Assist the Village in the evaluation of the water consumption blocks currently in effect to identify options for water pricing. The Engineer will review bill frequency information provided by the Village to identify consumption patterns by class of customer and will develop revised rates as deemed appropriate by the Village staff_ It is expected that the revenue requirements delineated in the Bond Feasibility Report for the fiscal year ended September 30, 1998 will serve as the basis for the revenue requirements for which rates are discussed. The revised water sales (revenues) projections and a comparison of rates will be developed to illustrate any potential rate structure changes to the Village. 5. Presentation Prepare a report delineating the assumptions, analyses, and the data relied upon in the development of the proposed fees and rates_ The report will be prepared in • support of the presentation to the Village Council. Attend a public hearing before the Village Council to present the results and recommendations of the capital facility charge -2- May -08 -98 11 :55A Reese,Macon$Assoc_ R_O3 • and miscellaneous fee study- Additionally, assist the Village Council in the preparation of any revised rate ordinances required to adequately present the results of the study to the Village Council for adoption. 6. M in - It is contemplated under this scope of services that four (4) meetings will be held with the Village. A summary of the meetings is as follows: Description Number of Meetings Kick -off Meeting 1 Staffinterview(s) 1 Presentation of Issues and Results to Staff 1 Attendance ofPubfic Hearing 1 Total Number of Meetings 4 7. Provide additional services as mutually agreed upon in writing. The above scope is predicated on the assumption that the Client shall famish, at no cost to the Engineer, all available pertinent information including previous financial reports, budgets and other data relevant to the performance of the above services for the project. In addition, the Client shall designate, in writing, a person to act as the representative for services performed under this agreement_ • TIME OF PERF RMANCE The Engineer acknowledges that the time frame for this project is critical. Items 1 - 6 of the Scope of Services will be completed within (90) calendar days after receipt of an executed authorization except for delays beyond the control of the Engineer. FEES For Scope Items 1- 6 the Engineer shall be paid a lump sum fee of twenty four thousand five hundred dollars ($24,500.00). This includes all fees and charges subcontracted to PRMG. Exclusive of PRMG subcontracted services, if services are required in the performance of the above scope, beyond those normally provided by the Engineer, which must be sublet, the Engineer shall order the work after obtaining the written authorization of the Client. if the Engineer is requested to subcontract the work directly, a 10% handling charge will be added to the subcontractors invoice. Invoices for services rendered are issued on a monthly basis and are due within thirty (30) days of the invoice date. Interest at a compound rate of one and one -half percent per month shal I be • charged to any past due statements. Interest shall be computed on past due statements from the date of the invoice. -3- May -08 -98 11 :55A Reese,Macon &Assoc_ P_04 COST ESTIMATES Construction cost estimates are developed from knowledge of market conditions and based on the experience of the Engineer. However, the Engineer exercises no control over the competitive bidding process and, therefore, makes no guarantee of the accuracy of the estimate when compared to previous estimates or actual bids. TERMINATION This agreement may be terminated by either party by giving thirty (30) days written notice. The Engineer shall be paid for all services rendered prior to the termination date. ACCEPTANCE Acceptance of this proposal may be indicated by executing this document in the space provided below_ This contract shall be considered void if not executed within thirty (30) days from the above date. Upon execution of this agreement the Client shall return one copy to the Engineer. Very truly yours, REESE, MACON and ASSOCIATES, INC. William D. Reese, P.E. President Accepted By: VILLAGE OF TEQUESTA BY: Thomas G. Bradford, Village Ma er DATE: • p-T-allcepimpr fcq -4-