INTERLOCAL AGREEMENT FOR A MULTIMODAL IMPACT FEE ORDINANCE UPDATE INTERLOCAL AGREEMENT
THIS INTERLOCAL AGREEMENT("Agreement") is made and entered into on this /_3 day of
_ pVo �e__, 2024 by and between the Pinellas Planning Council, a dependent special district
of Pinellas County, Florida, dba FORWARD PINELLAS, and CITY OF CLEARWATER, a political
subdivision of the State of Florida.
WHEREAS, Section 163.01 of the Florida Statutes, known as the "Florida Interlocal
Cooperation Act of 1969," authorizes local government units to make the most efficient use of
their powers by enabling them to cooperate with other localities and agencies on a basis of
mutual advantage and to provide services and facilities in a manner and pursuant to forms of
governmental organization that will accord best with geographic, economic, population and
other factors influencing the needs and development of local communities; and
WHEREAS, pursuant to Section 2(1), Chapter 2012-245, Laws of Florida, one of the
purposes of FORWARD PINELLAS is to provide intergovernmental coordination for land use and
transportation planning issues,and pursuant to Section 6(3)of said Chapter, FORWARD PINELLAS
may enter into contracts with local governments and governmental agencies in Pinellas County
to achieve this purpose;and
WHEREAS, CITY OF CLEARWATER conducts planning and implements programs in land
use, community redevelopment,transportation,and affordable housing;and
WHEREAS, CITY OF CLEARWATER has agreed to designate FORWARD PINELLAS the
responsible agency for updating the existing multimodal impact fee ordinance which is codified
in Chapter 150,Article 11, Part III of the Pinellas County Code of Ordinances; and
WHEREAS, the existing multimodal impact fee ordinance is required to be updated on a
two-year cycle and is designed to ensure new development throughout Pinellas County
contributes adequate funds to offset the impacts of such new development; and
WHEREAS, FORWARD PINELLAS and CITY OF CLEARWATER support this collaborative
effort to maintain an effective impact fee ordinance that can be used to fund multimodal
improvements to transportation infrastructure in partnership with the other twenty-four local
governments in Pinellas County; and
WHEREAS, FORWARD PINELLAS and CITY OF CLEARWATER will contribute to this project
through a combination of funds and in-kind support;and
WHEREAS, FORWARD PINELLAS and CITY OF CLEARWATER will guide this update as
municipal funding partners for the impact fee ordinance update;and
WHEREAS, FORWARD PINELLAS has the experience and resources through its consultants
and staff to administer this work in a cost-effective manner; and represents that they are
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qualified, willing, and able to provide the described services according to the terms of this
Agreement.
NOW, THEREFORE, the parties agree as follows:
1. PURPOSE. The purpose of this Agreement is for FORWARD PINELLAS, through its staff
and/or consultants, to provide to CITY OF CLEARWATER the services described in the
"Scope of Services" attached hereto and fully incorporated herein as Exhibit "A" (the
"Project").
2. SCOPE OF THE AGREEMENT. The Project shall be performed by FORWARD PINELLAS in a
professional manner and in compliance with all applicable federal, state, and local laws
and regulations. FORWARD PINELLAS, with input from CITY OF CLEARWATER, reserves the
right to make minor revisions to the Scope of Services, including but not limited to
providing additional refinements to planning activity specifications, procedure, and
refinements relative to line -item costs of actual work product. Such revisions may be
made by FORWARD PINELLAS' Executive Director. Changes to the Scope of Services,
including the addition of new tasks, shall be made by FORWARD PINELLAS's Executive
Director with the concurrence of the City Manager of CITY OF CLEARWATER or her
designee.
FORWARD PINELLAS and CITY OF CLEARWATER are responsible for ensuring that the
quality of work meets the requirements in the Scope of Services and that the end products
are satisfactory.
3. TASK ORDERS. FORWARD PINELLAS will develop and have final approval authority of task
orders, in consultation with CITY OF CLEARWATER and the affected municipal partner.
4. PROJECT COST. Contribution from CITY OF CLEARWATER is $60,000, payable from the
City's general fund as further outlined herein. FORWARD PINELLAS will contribute
$200,000 from its planning funds for this effort.
5. PAYMENT TO FORWARD PINELLAS. CITY OF CLEARWATER shall pay a total "Fee" for the
Scope of Services of $60,000, which shall be payable in one lump sum. FORWARD
PINELLAS shall submit an invoice to CITY OF CLEARWATER and CITY OF CLEARWATER shall
pay the invoice in accordance with the Local Government Prompt Payment Act. Should
FORWARD PINELLAS and CITY OF CLEARWATER conclude that the Project is complete and
funds are remaining and unspent, those funds will be distributed equally to each entity.
6. TERM. The term of this Agreement shall begin on the Effective Date and shall remain in
effect until the ordinance update has been adopted by the Board of County
Commissioners or 18 months, whichever occurs later in time.
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7. MODIFICATION. This Agreement, together with any attachments and schedules, may only
be amended by a written instrument duly executed by all parties.
8. TERMINATION. Any party may terminate this Agreement with or without cause.
a. Termination without cause. Any party may terminate its participation in
this Agreement without cause at any time upon thirty (30) days written
notice to the other party. In such an event, FORWARD PINELLAS shall
return any funds in its possession that are allocated toward work for the
Project that has not and will not be performed due to such termination to
CITY OF CLEARWATER within 120 days of the date the Agreement is
terminated.
b. Termination with Cause by CITY OF CLEARWATER. If CITY OF
CLEARWATER terminates the Agreement with cause, FORWARD PINELLAS
shall return any funds in its possession that are allocated toward work for
the Project that has not and will not be performed due to such termination
to CITY OF CLEARWATER within 120 days of the date the Agreement is
terminated.
c. Termination with Cause by FORWARD PINELLAS. If FORWARD PINELLAS
terminates the Agreement with cause, FORWARD PINELLAS shall return
any funds in its possession that are allocated toward work for the Project
that has not and will not be performed due to such termination to CITY OF
CLEARWATER within 120 days of the date the Agreement is terminated.
9. DEFAULT/DISPUTE RESOLUTION. All services to be performed by FORWARD PINELLAS
orits consultants are to be done to the satisfaction of FORWARD PINELLAS' Executive
Director based on the requirements of Exhibit A. The Executive Director shall decide all
questions and disputes, of any nature whatsoever, between or regarding its consultants
that may arise in the execution and fulfillment of the Scope of Services. If a dispute shall
arise between the parties hereto as a result of non-payment, improper payment,
conformity to the terms of the Agreement, or other such default, a non -defaulting party
must notify the defaulting party in writing within ten (10) days of said default. The party
in default shall have ten (10) days to cure said default. Additional time shall be given to
cure if the default is unable to be cured within 10 days with diligent effort. If the default
is not cured within the applicable time period, the non -defaulting party responsible for
notifying the defaulting party shall have a right to terminate this Agreement for cause.
10. LIABILITY. Nothing in this Agreement shall be construed to affect any party's entitlement
to sovereign immunity or limitation of liability as provided by §768.28, Florida Statutes,
nor shall this Agreement be construed to create any indemnification by one party of
another. Each party shall be responsible and liable for its actions, including the actions of
its employees and agents.
11. REMEDIES. Each party shall be entitled to seek any and all remedies available in law and
equity due to a breach or default of this Agreement. Default by CITY OF CLEARWATER
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hereunder may also, at FORWARD P|NELLAS' discretion, result in a loss of support for
future planning activities, including but not limited to: grants, technical assistance, and
courtesy reviews.
l%. SEVERABILITY. Should any portion of this Agreement be deemed unlawful by a court of
competent jurisdiction, all remaining provisions of this Agreement shall remain and
continue infull force and effect.
13. NON-APPROPRIATION. In the event sufficient budgeted funds are not available for a new
fiscal period of CITY OF [LEAKVVATER, CITY OF [LEARVVATER shall notify FORWARD
PINELLAS of such occurrence and the Agreement shall terminate as to the affected agency
on the last day of the current fiscal year without penalty or expense of CITY OF
CLEARVVATER. If this provision is invoked, the remaining parties hereto shall decide how
to proceed, decreasing the scope of services,or otherwise.
14. FILING OF AGREEMENT.This Agreement shall be filed with the Clerk as provided in Section
163.01/1I\ Florida Statutes. The EFFECTIVE DATE of this Agreement shall be the date of
filing. FORWARD P|NELLAS shall be responsible for said filing and shall notify CITY OF
[LEARVVATERpfthe filing date.
15. COUNTERPARTS.This Agreement may be executed in counterpart by the parties.
16. ASSIGNMENT. No party to this Agreement may assign rights to delegate other duties
under this Agreement without prior written consent ofthe other party.
IN WITNESS WHEREOF, FORWARD P|0ELLASand CITY OF[LEARVVATERhave caused
these present to be executed bytheir duly authorized officers, and their official seals hereto
affixed, the day and year first above written.
FClRVVARDP|NELLAS
Whit Blanton, FAICP C mmissioner Janet Long
Forward Pinellas Executive Director orward Pinellas Chair
ZA
Date: 131 Date:
4
Countersigned:
Bruce ector
Mayo
Appr•ved as to form:
Jerrod Simpson
Seno Assistant City Attorney
CITY OF CLEARWATER, FLORIDA
By:
Attest:
er oirrir
Manager
L L.4-c.m.002�
Rosemarie Cali
City Clerk
Exhibit "A"
SCOPE OF SERVICES
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benesch
Pinellas County Multimodal Impact Fee Ordinance Update
Scope of Services
May 28, 2024
Project Background
Located on the west central coast of Florida, Pinellas County is home to approximately 980,000 residents. The
county is mostly built -out with vacant land amounting to less than 15% of countywide acreage. However,
growth continues to occur through a mix of infill and redevelopment projects. Over the past five years,
countywide residential permitting reached an average of 2,600 new housing units per year. This increase in
housing units combined with replacement of smaller homes with larger units and ongoing growth in
employment increases the need for public infrastructure.
To address transportation infrastructure needs caused by new growth, Pinellas County adopted a multimodal
transportation impact fee ordinance, which is a countywide fee where the revenues are shared with
municipalities and are used to fund mobility needs as established by the County Comprehensive Plan, the
Metropolitan Planning Organization's Long Range Transportation Plan, and the Comprehensive Plans of the
municipalities in Pinellas County. To address certain concerns regarding the multimodal fee structure, Forward
Pinellas and Pinellas County Housing and Community Development started to work together towards an update
of the County's Multimodal Impact Fee Ordinance (MIFO). Some of these concerns included the inability of the
current fee levels to fund the necessary transportation improvements, lack of flexibility, need to address
affordable/workforce housing as well as certain legal and administrative concerns.
Benesch's approach to address the update of the County's multimodal transportation impact fee ordinance
includes two phases: Community Involvement to determine the areas of improvements needed as part of the
update of the multi -modal transportation impact fee program and the Technical Analysis needed to update the
fee levels. The work plan for each phase is presented in the remainder of this section.
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Scope of Services
PHASE 1- POLICY FRAMEWORK AND STAKEHOLDER INVOLVEMENT (Tasks 1- 4)
Given that the multimodal transportation impact fee is collected countywide with participation from all
municipalities, this task will gather information on strengths and weaknesses of the current program. As
part of this phase, the following tasks will be completed.
TASK 1: BACKGROUND REVIEW AND ANALYSIS
To address the Phase 1 Objectives identified by Forward Pinellas, Benesch will complete the following
subtasks:
• Review current Pinellas County MIFO.
• Review other Florida transportation impact fee ordinances and approaches.
• Analyze Pinellas County and municipality transportation trends.
This task will follow the Phase 1 Kick -Off Meeting but will precede stakeholder interviews.
1.01 - Review of Current Pinellas County MIFO
Upon receipt of the Notice to Proceed, Benesch will coordinate with Forward Pinellas and Pinellas County
for the collection of the specific studies, previous technical reports, current policies and procedures and
other related information necessary to fully understand the County's current methodology a nd fee
structure as well as current concerns regarding the multimodal transportation impact fee program and
structure. In addition to providing background information, this will consider current and pending Florida
Statutes and identify areas where modifications to the MIFO are necessary to comply.
1.02 - Review of Other Jurisdictions' Ordinances and Approaches
Benesch will identify a candidate list of ordinances for consideration by the Forward Pinellas Project
Manager for further investigation. This initial list will include basic information about the subject
jurisdiction and a high-level overview of the jurisdiction's fee ordinance.
Attention will be directed to identifying several comps from "peer counties" where a countywide fee is
applied to/implemented by the various municipalities but municipal fees or stand-alone unincorporated
county fees may be considered to illustrate novel methodologies. We anticipate this will include a mix of
traditional transportation impact fees, multimodal impact fees, and mobility fees wherein the fee satisfies
the statutory requirement for an alternative transportation funding systems in place of transportation
concurrency. Providing examples of the differences between consumption -based and plan -based
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approaches will also be an objective of this subtask. From a longer list of candidate ordinances, Benesch
will conduct additional research into those ordinances selected by the Forward Pinellas Project Manager.
1.03 - Analysis of Countywide Transportation Trends.
Benesch will analyze the following data to better understand how the current MIFO fits into the overall
transportation funding and growth management prospectus of Pinellas County governments:
• Recent development permitting / impact fee collections by sub -area and/or current impact fee
benefit districts.
• Socioeconomic data forecasting being used in the Advantage Pinellas Plan (2050 LRTP).
• Multimodal transportation infrastructure needs as available from the Advantage Pinellas Plan,
adopted 2045 LRTP, and other sources identified by the Forward Pinellas Project Manager including
but not limited to the Advantage Pinellas and Safe Streets Pinellas plans as well as other countywide
and sub -area planning studies.
• MIFO revenue trends and current MIFO fund balances by benefit district.
This analysis will require coordination with local governments and will help to frame how various policy
decisions that could be advanced as part of the MIFO update are relevant based on the current and
projected growth management outlook for Pinellas County overall and for various subareas.
The outcomes of Subtasks 1.01 —1.03 will be summarized as a Technical Appendix and Summary
Presentation. These will be updated based on feedback from the Advisory Committee (see Task 4) and will
then be used to facilitate Stakeholder Outreach as discussed in Task 2.
TASK 2: STAKEHOLDER OUTREACH
As part of Advisory Committee Meeting #2, Benesch will present a proposed strategy for incorporating
stakeholder outreach into Phase 1 of the MIFO update. This will build on outreach efforts completed by
Forward Pinellas and will seek to both educate stakeholders on the findings of Task 1 and begin to
synthesize policy direction necessary to complete Phase 2 of the MIFO Update.
Benesch anticipates that Stakeholder Outreach will include the majority (if not all) municipalities in Pinellas
County as well as input from the County's Development and Construction Advisory Group (DCAG). The
specific Outreach methods will be refined by the Forward Pinellas Project Manager and Advisory
Committee; however, Benesch proposes the following as an initial approach:
• Kick -Off Meeting — Provide an overview of the MIFO Update project and timeline; review the
outcomes of Task 1. Benesch staff will facilitate an in-person, workshop style meeting. This meeting
may be in-person or attended by stakeholders virtually at the discretion of the Forward Pinellas
Project Manager.
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• Focus Group Workshops — 5 to 6 small group workshops to receive feedback related to the
materials presented as part of the Hybrid Meeting, discuss the specific needs and priorities of each
Focus Group, and provide an opportunity for Benesch to ask questions related to MIFO
implementation and issues from the various participants. Focus group make-up will be refined by
the Forward Pinellas Project Manager and/or Advisory Committee but will likely be based on
municipality size and development issues as well as common geography (e.g. north, central, south,
beaches). The DCAG will likely be treated as a separate Focus Group. A separate focus group may be
convened to focus on legal issues.
• Follow-up Interviews — Benesch, in conjunction with Forward Pinellas staff, will contact individual
Focus Group participants as necessary to gather data, ask clarifying questions, or discuss policy
options as needed to provide a complete assessment of stakeholder needs and priorities.
Specific stakeholder topics for discussion will be established through the completion of Task 1 and Advisory
Committee Meetings #1 and #2, but generally Benesch anticipates the following elements will be discussed:
• Role of transportation impact fees in Pinellas County;
• Legal requirements related to the implementation of multimodal transportation impact fees;
• Comparative impact fee methodologies;
• Policies related to exemptions for Affordable Housing, land use and economic development
incentives, and fee options as they relate to novel land uses.
• Differences between a multimodal transportation impact fee and a mobility fee and the role of the
MIFO in the community's overall growth management and transportation funding framework;
• Fee districts vs. benefit districts;
• Consideration of alternative fee and benefit district boundaries;
• Establishment of needs in terms of future projects;
• Current fee implementation and differences in implementation between jurisdictions; and
• Any administrative or implementation related issues/concerns.
The process/participation and outcomes of Task 2 will be documented in a Technical Appendix and
discussed with the Advisory Committee as part of Meeting #3.
TASK 3: PHASE 1 RECOMMENDATIONS
After facilitating Advisory Committee Meeting #3, Benesch will prepare a Draft Technical Memorandum
that incorporates the work products of Tasks 1 and 2 and documents the recommendations for the MIFO
Update to be carried into Phase 2. The Draft Technical Memorandum will be provided to the Advisory
Committee for review and will be discussed as part of Advisory Committee Meeting #4. Using the feedback
from this meeting, Benesch will prepare a Summary Presentation (see Task 4.03).
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Feedback from the Advisory Committee as well as project Stakeholders and the Forward Pinellas TCC, PAC,
and Board will be incorporated into the Final Phase 1 Technical Memorandum. This Technical
Memorandum will serve as a decision point to set final direction for Phase 2 of the MIFO Update.
TASK 4: PHASE 1 PROJECT MANAGEMENT, MEETINGS, AND PRESENTATIONS
4.01- Advisory Committee Meetings
Forward Pinellas has a assembled a group of local government representatives that participated in the
scoping and consultant selection for this effort. In addition to these staff and the Forwa rd Pinellas Project
Manager, Benesch recommends that an Advisory Committee be formed to include representation from
Pinellas County Department of Housing and Community Development, the County Manager's Office, the
County Attorney's Office, and other key stakeholders as identified by Forward Pinellas. This group will
meet several times during Phase 1 as follows and remain engaged through Phase 2 as discussed in Task 14.
• Advisory Committee Meeting #1 - Project kick-off meeting to review and refine Project
Management Plan, detailed project schedule and Task 1 work plan.
• Advisory Committee Meeting #2 - Review Task 1 work products, discuss major technical, legal and
policy issues, determine the list of stakeholders that need to be interviewed and the topics that will
be discussed during the interviews/focus groups; refine stakeholder outreach format.
• Advisory Committee Meeting #3 - Review the outcomes of the Stakeholder Outreach and begin
formulating policy directives to guide Phase 2 of the MIFO Update.
• Advisory Committee Meeting #4 - Review and finalize Phase 1 Recommendations.
4.02 - Project Management & Status Meetings
Benesch will conduct monthly project coordination TEAMS meetings with the Forward Pinellas Project
Manager. These will provide status updates, address stakeholder coordination needs, and review project
financials. Benesch will provide any necessary materials for review at least two business days prior to each
meeting and complete brief email summaries within a few days after each status meeting.
4.03 - Presentations
In addition to presentations prepared to facilitate Advisory Committee Meetings and the development of
and delivery of the Summary Presentation developed in Task 1, Benesch staff will prepare and deliver a
presentation summarizing the outcomes of Phase 1 to the following groups:
• Stakeholder Outreach Participants
• Forward Pinellas Technical Coordinating Committee and Planners Advisory Committee
• Forward Pinellas Board
• Pinellas County Board of County Commissioners (workshop session)
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The order and audience for these presentations may be adjusted based on guidance from the Forward
Pinellas Project Manager and Project Advisory Committee.
PHASE 2: Technical Analysis (Tasks 5 - 11)
Based on the results of the Phase I analysis, Benesch will prepare a technical study that updates Pinellas
County's multimodal transportation impact fee study. Primary tasks will include the following.
TASK 5: CAPITAL INVENTORY AND LEVEL OF SERVICE STANDARDS
Benesh will identify multimodal capital facilities, including roadways that are classified as collectors and
arterials and sidewalks, bicycle lanes and transit amenities on these roads, as data available. The adopted
level of service (LOS) standards will be reviewed and incorporated into the analysis. Existing achieved
countywide LOS will be calculated and compared to the adopted LOS standards to develop options to vary
the fee levels.
TASK 6: COST AND CAPACITY COMPONENTS
This task analysis will reflect the current cost of adding multimodal transportation capacity in Pinellas
County. Cost elements reviewed will include design and engineering inspection, construction, right-of-way
purchase, and other related costs. Benesch will review recent bids, recently completed local projects (past
four years), recent ROW purchases or appraisals, the Capital Improvements Plan, Long Range
Transportation Plan, annual budgets/reports, and other relevant documents to identify capital
improvement costs that may be considered in the calculation of the cost component of the impact fee
formula for the County.
This information will be compared to and/or supplemented with Benesch's cost database that includes
information from other Florida jurisdictions.
Average capacity added by future projects will be estimated based on the combination of future
improvements in the Long Range Transportation Plan or Capital Improvement Programs of the
municipalities and the County.
TASK 7: CREDIT COMPONENT
The credit component recognizes any future non -impact fee revenue contributions from new development
towards multimodal transportation capacity projects. Update of the credit component will involve a review
of historical and projected capital improvement funding sources and expenditures for right-of-way,
construction, design and engineering inspection and other related costs in Pinellas County. 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 transportation capacity
projects are funded.
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Benesch developed an "Economic Growth" approach to impact fees, which calculates an additional credit
for the on-going contributions from the existing development. This model evaluates all available funding
sources and levels for capacity projects compared to projected growth levels and adjusts fees accordingly.
This approach recognizes the new development's impact is moderated in more urbanized areas with a
larger population and tax base and available infrastructure compared to more suburban/rural areas with
high growth rate and limited tax base and infrastructure.
With this additional credit, the fees can be reduced for geographic subareas or targeted land uses while
maintaining the adopted LOS standards on a countywide basis. This is not a legally required credit;
however, it provides a policy option tool for local governments to vary the fees.
TASK 8: DEMAND COMPONENT
This task will update the demand component of the multimodal transportation impact fee that is measured
in terms of person miles of travel. Benesch has an extensive database that includes trip characteristics
studies for over 40 land uses, including studies conducted in Pinellas County. The demand component will
be updated based on secondary data sources, such as the most current ITE Trip Generation Handbook,
Benesch's trip characteristics database and any alternative studies that may have been conducted in
Pinellas County. As part of this task and based on results of the Phase I analysis, the Benesch Team will
revise the land uses included in the fee schedule to ensure the fee schedule incorporates development
types that are being permitted. Options for residential tiering by category to better reflect lower impact of
ADUs or smaller homes will be developed.
TASK 9: STRATEGIC VARIATION IN FEE LEVELS
Based on the results of Phase 1 analysis, this task will develop options to vary the fees by area and/or for
targeted land uses in a manner that is consistent with the growth management and economic development
goals of the municipalities and the County. Analyses in this task will include:
• Review of development levels and patterns in municipalities and unincorporated county;
• Application of relevant legislation that provides flexibility;
• Application of areawide LOS measures; and
• Application of the Economic Growth model that is developed under Task 7.
The results of these analyses will be discussed with municipalities that are interested in flexible fee
schedules and one set of adjustment to the fee schedule will be made.
TASK 10 — BENEFIT DISTRICT ANALYSIS
Currently, there are 24 benefit districts in Pinellas County based on municipal boundaries. Benesch will
review the existing benefit districts and evaluate whether any adjustments are necessary. As part of this
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analysis, geographic size, natural/man-made boundaries or physical features, municipal boundaries, travel
patterns, development patterns and other similar factors will be evaluated.
TASK 11 - FEE SCHEDULES & COMPARISON
Benesch will develop an updated multimodal transportation impact fee schedule based on analyses
completed in Tasks 5 through 10. The fee schedule(s) will represent a proportionate share of the
multimodal transportation infrastructure capacity consumed by each unit of land use based on the updated
cost, credit and demand variables and policy discounts. Calculated fees will be com pared to those adopted
by other nearby or similar jurisdictions.
TASK 12: TECHICAL REPORT AND ORDINANCE ASSISTANCE
Results of Tasks 3 through 6 will be used to develop an updated fee schedule. Based on previous analysis
and Phase I findings, variations on fee levels will also be calculated. The results of this analysis will be
summarized in a draft technical report. 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 County, Benesch will make the necessary revisions to the
draft report and prepare the final report, which will incorporate input from Forward Pinellas, Pinellas
County Housing and Community Development, County staff and other groups and agencies as appropriate.
Benesch will coordinate with the Department of Housing and Community Development and Pinellas County
Attorney's Office to prepare an updated draft impact fee ordinance and interlocal agreements that reflect
the outcomes of the technical study and addresses necessary legal requirements. Examples of recent
changes to the legislation include frequency of fee increases, caps on fee increases, treatment of developer
credits, and reporting requirements, among others. Update of the ordinance will also include clarifying
language on the types of projects eligible to be funded with impact/mobility fee revenues. The County
Attorney/County Staff shall be responsible for finalizing ordinance and necessary interlocal agreements.
TASK 13: ADMINISTRATIVE MANUAL
Benesch will review the current administrative procedures and processes used by the County and the
municipalities. Based on Phase I results, examples of processes from other communities will be provided.
Benesch will prepare a fee calculator and an Administrative Manual that provides procedures for daily
implementation of the multimodal transportation impact fee. This task will also address the coordination
of fee collection processes and policies between municipalities and the County.
TASK 14: PHASE 2 PROJECT MANAGEMENT, MEETINGS, AND PRESENTATIONS
As part of Phase 2 of the Pinellas County MIFO Update, the following meetings and presentations are
envisioned to be conducted:
• Phase 2 Kick-off meeting.
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• Three interim meetings with representatives from Forward Pinellas, Pinellas County Housing and
Community Development and others as appropriate to discuss preliminary results.
• One meeting with County staff, representatives Forward Pinellas and Pinellas County Housing and
Community Development to review draft report findings and prepare for public meetings.
• Five public meetings to present the study results and obtain input from the development
community, municipalities and the public, as appropriate.
• Two meetings with the Pinellas County Board of Commissioners to present study results, respond
to questions and obtain input, including the adoption hearing.
The final number of meetings will be determined with input from the Forward Pinellas and Pinellas County
Housing and Community Development. For all presentations, Benesch will prepare user-friendly, easy -to -
follow materials in PowerPoint and provide drafts for review prior to each meeting/presentation.
As with Phase 1, Benesch will conduct monthly project coordination TEAMS meetings with the Forward
Pinellas Project Manager. These will provide status updates, address stakeholder coordination needs, and
review project financials. Benesch will provide any necessary materials for review prior to each meeting
and complete brief email summaries within a few days after each status meeting.
OPTIONAL SERVICES
This task will be used for additional tasks, if needed and after receipt of an authorization from Forward
Pinellas Project Manager. Potential tasks may include additional meetings, research, analysis and legal
services that are not already covered in the study scope.
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Phase 1 and Phase 2 shall be completed within 18 months of Notice to Proceed based on the following
milestones:
• Phase 1 Draft Technical Report — 6 Months from Notice to Proceed
• Phase 2 Fee Schedules and Technical Report — 12 Months from Notice to Proceed
• Phase 2 Draft Ordinance, Interlocal Agreements, Administrative Manual and Presentations —18
Months from Notice to Proceed.
A general schedule is included as Exhibit 1. A detailed schedule showing specific deliverables, review
windows, and meeting timeframes will be provided for discussion as part of the Phase 1 Kick -Off Meeting.
This will be updated as part of the Phase 2 Kick -Off.
Budget
Phase 1 and Phase 2 shall be completed for a LUMP SUM fee of $429,790 based on the staff -hour estimate
included as Exhibit 2. In addition, the budget includes a separate task for $20,000 for optional services,
which will be used only if authorized.
EXITBIT 1: SCHEDULE
Phase 1
1
Tasks
Background Review and Anatysis
AL Jul
Aug_
Sep
Oct
_Nov
Dec
_Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
e
__
Review of Current MIFO
Florida Impact Fee Review
I $
Analysis of Transportation Trends
1
TechnicalAppendix
1 _ 1
2
Stakeholder Involvement
Stakeholder Kick -Off
0111
Focus Groups and Follow -Up
MB
Technical Appendix
0110.
3
Phase 1 Recommendations
Draft Technical Report
Final Technical Report
MI
4
Phase 1 Project Mngt., Meetings & Presentations
Advisory Committee Meetings
Project Management Status Meetings
0 0
0
00
Presentations (3)
Phase 2
Tasks
�..
5
Capital Inventory & LOS Standards
6
Cost/Capacity Component
7
Credit Component
8
Demand Component
9
Strategic Variation in Fee Levels
10
Benefit Districts
11
Fee Schedule and Comparison
12
MMTIF Study Documentation
13
Administrative Manual
14
Phase 2 Project Mngt., Meetings & Presentations
Kick-off Meeting (Project Organization)
0
Interim Staff Meetings (3)
Project Management Status Meetings
0
0 0
II
0
0 0
0
Draft Report Review Meeting
0
Pubtic Meetings (5)
I
I
BCC Workshop & Adoption Hearing (2)
EXHIBIT 2: STAFF HOUR ESTIMATE
Total Proje,
s. Budge`
"'"'-`
Staff Classifications and Negotiated Rates
-
roject Project Senior, Project
irector Manager Profession ofessional
$325.00 $305.00 $180.00 �� $135.00
Senior
Technician
$110.00
Secretarial/
Clerical
$85.00
Total Hours/Budget
67
-
536
624 739
469
31
2,309
$ 429,790
15
1
Background Review and Analysis
0
76
120 132
76
2
406
$71,130
Review of Current MIFO
26
18
18
1
129
36
$8,730
Florida Impact Fee Review
14
42 24
18
32
80
$15,070
Analysis of Transportation Trends
9
22
34
60
72
56
188
$28,850
Technicat Appendix
$29,245
22
26
48
4
2
102
$18,480
2
Stakeholder Involvement
0
96
72
104
4
2
188
$56,890
Stakeholder Kick -Off
75
24
16
16
30
56
$12,360
Focus Groups and Follow -Up
1
48
36
48
Administrative Manual
132
$27,600
Technical Appendix
60
24
20
40
4
2
90
$16,930
3
Phase 1 Recommendations
0
28
47
76
18
0
169
$29,240
Draft Technical Report
0
22
35
60
12
129
$22,430
FinalTechnicalReport
6
6
12
16
6
40
$6,810
4
Phase 1 Project Mngt., Meetings & Presentations
0
57
48
50
8
10
173
$34,505
Advisory Committee Meetings
1
24
32
24
40
80
$16,320
Project Management Status Meetings
1
9
$15,655
6
8
23
$4,235
Presentai pr's r't
1
24
$6,025
Phase
2 Subtotal:
70
$13,950
Phase
;
17
1,373
$ 238,025
j4
936$ 91,765
Phasff'
5
a
Capitallnventory&LOSStandards
8
16
67
$10,475
18
24
6
Cost/Capacity Component
15
32
36
38
1
122
$19,460
7
Credit Component
22
26
48
32
1
129
$21,475
8
Demand Component
16
25
18
32
1
92
$15,415
9
Strategic Variation in Fee Levels
22
43
56
65
1
187
$29,245
10
Benefit Districts
24
36
28
48
1
137
$22,945
11
Fee Schedule and Comparison
14
16
24
20
1
75
$12,675
12
MMTIF Study Documentation
30
35
35
30
1
131
$23,560
13
Administrative Manual
38
62
72
60
1
233
$39,155
14
Phase 2 Project Mngt., Meetings & Presentations
90
46
42
14
8
200
$43,620
Kick-off Meeting (Project Organization)
8
0
0
0
1
9
$2,525
Interim Staff Meetings (3)
18
24
6
6
3
57
$11,535
Project Management Status Meetings
12
12
1
25
$5,365
Draft Report Review Meeting
4
4
2
2
1
13
$2,515
Public Meetings (5)
40
10
10
2
1
63
$15,655
BCC Works hos,:& •oitionlie arin:; 2)
8
8
12
4
1
33
$6,025
Phase
2 Subtotal:
279
337
,.. ' r7� 377
_363
17
1,373
$ 238,025
Optional Services
Optional Services at Hourly Rates Above
20,000