HomeMy WebLinkAboutItem 08 Review of City Systems Development Charge Methodologies and Rates
AGENDA ITEM SUMMARY Meeting Date: November 13,2007
I
Meeting Type: Regular Sessio
Department: Public Works
Staff Contact: Len Goodwin
S P R IN G FIE L D Staff Phone +'1"0: 726-3685
C I T Y C 0 U N C I L Estimated Time: Consent Cal
ITEM TITLE: REVIEW OF CITY SYSTEMS DEVELOPMENT CHARGE
METHODOLIGIES AND RATES I
ACTION
REQUESTED:
Approve or reject a motion to approve an. agreement with Galardi
Consulting, LLC to provide services in connection with the upcoming
update to the City's local System Development Charge methodologies and
rates and to authorize and direct the City Manag~r to execute the agreement
on behalf of the City.
ISSUE
STATEMENT:
Staff is in the process of beginning the scheduled update of the City's
Systems Development Charges methodologies land rates. Typically staff
retains an external consultant to provide services that require particular
expertise.
ATTACHMENTS: A.:
Proposed Agreement with Galardi Consulting LLC
DISCUSSION/
FINANCIAL
IMPACT:
The complexity of developing Systems Development Charge methodologies
regularly requires the assistance of experts who~e knowledge and skills go
beyond that of City staff. Galardi Associates provided these services in the
2000 update to the City's local SDC methodologies. The firm also provided
similar services to the Metropolitan Wastewater. Management Commission
in the 2004 update to the regional sanitary sewer SDC methodology. As a
result, the firm is quite familiar with the City's policies and procedures and
the systems for which the SDC update will occur. The firm is nationally
recognized and highly respected as expert in the. analysis of impact fees of
all types and quite familiar with the peculiaritiys of the Oregon statutory
scheme. :
The fimi has proposed a scope of work that is consistent with the needs of
the City. The proposed not to exceed price of $39,820 is well within the
I
appropriation of $75,000 for conducting the update, and leaves adequate
room for other services that we expect will be i required. This contract is
exempt from competitive bidding pursuant to Springfield Municipal Code
Section 2.708(2) (e). The proposed agreement has been approved by the
City's Risk Manager and reviewed and approved as to form by the City
Attorney. Staff recommends that the agreement be approved and that the
City Manager be authorized to execute it on behalf of the City.
I
I
I
I
CITY OF SPRINGFIELD
INDEPENDENT CONTRACTOR AGREEMENT
(Type 3: For Personal Services Contracts Requiring Professional Liabilitylnsura~ce)
Dated:
Parties:
City of Springfield
("CITY")
and
Galardi Consulting,LLC
("Independent Contractor")
A(tditionallndependent Contractor Information:
A. Type of Entity: 0 Sole Proprietorship 0 Partners ~ Limited Liability Company 0 Corporation
B. Address: 770 NE Laurelhurst Place, Portland, OR 97232
C. Telephone: (503)236-0002
1,). Fax No: (503)236-0003 .
E. SSN or Fed. I.D. No: 541-02-2116
F. Professional License(s) No:
G. Oregon Agency Issuing License:
. H. Foreign Contractor DYes ~ No
(Foreign means not domiciled in or registered to do business in Oregon) See Exhibit 8(11).
CITY Account Number(s) To Be Charged (Include Percentages):
! Account Number ! Percenta~
r719~62232:61-1008----_._---------!33-- !
.1-I!~_~~?~~i:_~_1 :f008~====~=~~~~-~=~l=~~=~________,
L719-~~2~~-=~1_!~~~____ ! ~~____ !
In consideration of the mutual covenants contained herein, the parties agree to the following terms,
provisions and conditions:
1. Payment by CITY. CITY shall pay Independent Contractor accbrding to the sum and schedule .
described on Attachment "1" attached hereto and ~ncorporated herein by this reference.
2. Services to be Performed by Independent Contractor. Independent Contractor shall perform the
services described on Attachment 1.
3. Term. This Agreement is effective as of the date first set forth above and shall continue until_June
30, 2008 , unless earlier terminated in accordance with the provisions of this Agreement or by mutual
consent of the parties. !
. 4. Independent Contractor Status. By its execution of this Agreement, Independent Contractor
certifies its status as an "Independent Contractor" as that term is used under the laws of the State of
Oregon, and that all performance of any labor or services required to be performed by Independent
Contractor under the terms of this Agreement shall be performed in accordance with the standards set
forth in ORS 670.600, and as more specifically set forth on Exhibit "A" attached hereto and
incorporated herein by this reference.
Independent Contractor Agreement for Personal Services Type 3
Attachment A, Page 1 of 11
5. Conformance with Oregon Public Contracts Law (ORS Chapter 279). Independent Contractor
shall comply with all applicable provisions of Oregon law for public contracts, including, but not limited
to ORS 279B.220, ORS 279B.225, ORS 279B.230, and ORS 279B.235, and as more fully set forth on
Exhibits "A" and "B" attached hereto and incorporated herein by this reference. .
6. Work Performed. The work to be performed by Independent Contractor includes services generally
performed by Independent Contractor in his/herlits usual line of business.
7. Tax duties and Liabilities. Independent Contractor shall be responsible for all federal, state and.
local taxes, if any, applicable to any payments received pursuant to this Agreement, including but not
limited to income tax, payroll tax, social security and self-employment tax. CITY shall not withhold,
pay, or in any other manner be responsible for payment of any taxes on behalf of Independent
Contractor. '
8. Reimbursement Of Expenses. Independent Contractor shall not be entitled to reimbursement by
CITY for any expenses incurred by Independent Contractor unless otherwise agreed in writing.
9. Materials and Supplies. Independent Contractor shall supply all materials and supplies needed to
perform the services required unless otherwise agreed in writing.
1 o. N~ Authority To Bind CITY. Independent Contractor shall have no authority to enter into contracts
on behalf of CITY, it's officers, agents and employees. This Agreement shall not create a partnership
or joint venture of any sort between the parties.
. .
11. Federal Employment Status. In the event payment made pursuan't to this Agreement is to be
charged against federal funds, Independent Contractor hereby certifies that it is not currently
employed by the Federal Government and the amount charged does not exceed Independent
Contractor's normal charge for the type of services provided.
12. Indemnification and Hold Harmless. To the fullest extent of the law, Independent Contractor shall
defend, indemnify and hold harmless CITY, its officials, employees, servants, and agents from and
against all claims, demands, and judgments (including attorney fees), made or recovered against
them including but not limited to damages to real or tangible personal property or for bodily injury or
death to any person, arising out of, or in any manner connected with the performance of this
Agreement by Independent Contractor, its officers, employees, and agents.
13. Insurance.
13.1. General Insurance. Independent Contractor shall maintain in force for the duration of this
agreement a Commercial General Liability insurance policy written on an occurrence basis with
limits not less that $1 ,000,000 per occurrence and $2,000,000 in the aggregate. Automobile .
Liability (owned, non-owned and hired) insurance with limits not less than $1,000,000 per
occurrence shall be maintained. The CITY of Sprinqfield, its officials, emp/ovees, servants and
agents will be named as a'n additional insured as respects to work or services performed under
this agreement. This will apply to both work in progress and completed operations. This
insurance shall be primary and shall be paid and applied first in its entirety prior to any application
of insurance the CITY may carry on its own. .
13.2. Professional Liability. Independent Contractor shall maintain in force during the duration of this
Agreement (and, if it is a claims made policy, for a year following completion of the project) a
professional liability policy with limits of not less than
13.3. Workers' Compensation. Independent Contractor shall provide and maintain workers'
compensation coverage for its employees, officers, agents, or partners, as required by applicable
workers' compensation laws.
13.4. Evidence of Coverage. Evidence of the above coverages issued by a company satisfactory to
CITY shall be provided to CITY by way of a certificate of insurance before any work or services
Independent Contractor Agreement for Personal Services Type 3
Attachment A, Page 2 of 11
commence. A 30-day notice of cancellation or material change in coverage clause shall be
included. Failure to maintain the proper insurance shall be grounds for immediate termination of
this contract. . '.,
13.5. Equipment and Material Independent Contractor shall be responsible for any loss, damage, or
destruction of its own property, equipment, and materials used in conjunction with the work.
13.6. Exception or Waivers. Any exception or waiver of these requirements shall be subject to review..
and approval froffithe CITY's Risk Manager.
14. Termination. The performance of work under this Agreement may be terminated by CITY, in whole or
in part, whenever for any reason CITY shall determine that such termination is in the best interest of
CITY. Any such termination shall be effected by delivery to the Independent Contractor of a Notice of
Termination specifying the extent to which performance of the work under the Agreement is .
terminated and the date on which such termination is effective. Upon delivery to the Independent
Contractor of a Notice of Termination under this paragraph, the Independent Contractor and CITY
shall, by agreement, make an appropriate written modification to this Agreement governing completion
of portions of the independent Contractor's work and payment therefore by CITY. .
15. Rights In Data. All original written material, including programs, card decks, tapes, listings, and other
documentation originated and prepared for CITY pursuant to this Agreement, shall become
exclusively the property of CITY. The ideas, concepts, know-how, or techniques developed during the
course of this Agreement by Independent Contractor personnel can by used by either party in any way
it may deem appropriate. Material already in Independent Contractor's possession, independently
. developed by Independent Contractor outside the scope of this Agreement, or rightfully obtained by
Independent Contractor from third parties, shall belong Independent Contractor. This agreement shall
not preClude Independent Contractor from developing materials which are competitive, irrespective of
their similarity to materials which might be delivered to CITY pursuant to this Agreement. Independent
Contractor shall not, however, useany written materials developed under this Agreement in
developing materials for others, except as provided in this section.
16. Confidentiality. During the course of performance hereunder, Independent Contractor or its agent, .
employees, or contractors, may receive confidential information. Independent Contractor agrees to
use its best efforts to maintain the confidentiality of such information and to inform each agent and
employee performing services of the confidentiality obligation that pertains to such information.
17. Assignment/Subcontract. Independent Contractor shall not 'assign, sell, transfer, subcontract or
sublet rights, ordelegateresponsibilities under this agreement, in whole or in part, without the prior
written approval of CITY. No such written approval shall relieve Independent Contractor of any
obligations of this Agreement, and any transferee or subcontractor shall be considered the agent of
Independent Contractor. Independent Contractor shall remain liable as between the original parties to
this Agreement as if no such assignment had occurred.
18. Successors In Interest. The provisions of this Agreement shall be binding upon and shall inure to
. the benefit of the parties to this Agreement and their respective successors and assigns.
19. Compliance With All Government Regulations. Independent Contractor shall comply with all
Federal, State and local laws, codes, regulations and ordinances applicable to the work performed
. under this Agreement. Failure to comply with such requirements shalf constitute a breach of contract
and shalf be grounds for termination of this Agreement. Damages or costs resulting from .
noncompliance shall be the sole responsibility of Independent Contractor. : .
20. Attorney Fees. In the event a lawsuit of any kind is instituted on behalf of,CITY to enforce any
provision of this Agreement, Independent Contractor shall pay such additional sums as the Court may
adjudge reasonable for attorney fees plus all costs and disbursements at trial and on any appeal.
Independent Contractor Agreement for Personal Services Type 3
Attachment A, Page 3 of 11
, '
- . . .
. ," i .
. .
. .
. . ..
. . .
" '
. ,
. . . .
. .
. . .
. :" '. . :.
. '
, .
. '
, .
. .
. '
, . .
- .,"
" . ,
21. Force Majeure.. Neither party to this Agreement shall be held responsible for delay or default caused ".
by fire, riot, acts of God and/or war which is beyond that party's reasonable control. CITY may
Jerminate this Agreement upon written notice after determining such delay or default will unreasonably
prevent successful performance of the Agreement.
, 22. Assistance Regarding Patent And Copyright Infringement. In the event of any claim or suit
against CITY on account of any alleged patent or copyright infringement 'arising out of the
performance of this Agreement or out of the use of any material furnished or work or services
performed hereunder, Independent Contractor shall defend CITY against any such suit or claim and,
hold CITY harmless from any and all expenses, court costs, and attorney's fees in connection with
such claim or suit.
23. Severability. If any provision of this Agreement is declared by a court to be illegal or in conflict with
any laiN, the validity of the remaining terms and provisions shall not be affected; and the rights and
obligations of the parties shall be construed and enforced as if the Agreement did not contain the
particular provision held to be invalid.
24. Access To Records. CITY and its duly authorized representatives shall have access to books,
documents, papers and records of Independent Contractor which are directly pertinent to this
. Agreement for the purpose of making audit, examination, excerpts and transcripts.
25. Waiver. Failure of CITY to enforce any provision of this Agreement shall not constitute a waiver or
relinquishment by CITY of the right to such performance in the future nor of the right to enforce any
other provision of this Agreement.
26. Amendments. The terms of this Agreement shall not be waived, altered, modified, supplemented or
amended in any manner whatsoever, without prior written approval of CITY, No modification of this
. Agreement shall bind either party unless reduced to writing and subscribed by both parties, or ordered
. by a Court. '
27. Nondiscrimination. Independent Contractor shall comply with all applicable requirements of Federal
and State civil rights and rehabilitation statutes, rules and regulations.
28. Dual Payment. Independent Contractor shall not be compensated for work performed under this
contract from any CITY agency other than the agency which is a party to this contract.
,29. Remedies. This Agreement shall be governed by and construed in accordance with the laws of the
State of Oregon, and any litigation arising out of this Agreement shall be conducted in the courts of the
State of Oregon, County of Lane.
30. Entire Agreement. This Agreement signed by both parties is the parties' final and entire Agreement
and supersedes all prior and contemporaneous oral or written communications between the parties,
their agents and representatives. There are no representations, promises, terms, conditions or
'. obligations other than those contained herein. .
IN WITNESS WHEREOF the parties have executed this Agreement to be effective the date first
set forth above.
CITY OF SPRINGFIELD:
INDEPENDENT CONTRACTOR
,By:'
Name:
Title:
By:
Name:
Title:
Independent Contractor Agreement for Personal Services Type 3
Attachment A, Page 4 of 11
Date:
Date:
Independent Contractor Agreement for Personal Services Type 3
Attachment A, Page 5 of 1.1
EXHIBIT "A"
CITY OF SPRINGFIELD
INDEPENDENT CONTRACTOR AGREEMENT
. Independent Contractor Status
. .
All performance of any labor or services required to be performed by Independent Contractor
shall be performed in accordance with the standards set forth in ORS 670.600 (2005), and as
follows: .
A person is customarily engaged in an independently established business if any three of the
following six requirements are met:
1. The person maintains a business location:
a. That is separate from the business or work location of the person for whom the
services are provided; or,
b. ..' That is in a portion of the person's residence and that portion is used primarily
for the business.
2. The person bears the risk of loss related to the business or the provision of services as .
shown by factors such as:
a. The person enters into fixed-price contracts;
b. The person is required to correct defective work;
c. The person warrants the services provided; or,
d. The person negotiates indemnification agreements or purchases liability
insurance, performance bonds or errors and omissions insurance.
4. The person provides contracted services for two or more different persons within a 12-
month period, or the person routinely engages in business advertising, solicitation or
other marketing efforts reasonably calculated to obtain new contracts to provide similar
services.
5. The person makes a significant investment in the business, through means such as:
a. . Purchasing tools or equipment necessary to provide the services;
b. Paying for the premises or facilities where the services are provided; or
c. Paying for licenses, certificates or specialized training required to provide the
. services.
6. The person has the authority to hire other persons to provide or to assist in providing
the services and has the authority to fire those persons. .
N :Cit-{ /Contracts/lndependentcontracts/CurrentlndpendContrcicts/RevisedExhibitA.doc
Independent Contractor Agreement for Personal Services Type 3
Attachment A, Page 6 of 11
-I,
EXH~IT "B"
City of Springfield
Public Contracts
Conformance with Oregon Public Contractors Laws
Pursuant to Oregon law, every public contract shall contain the following conditions:
I) Milke payment promptly, as due, to all persons supplying to the contractor labor or material for the performance of the work provided
for in the contract ORS 279B.220(1)
. .
2) Pay all contributions or amounts due the Industrial Accident Fund from the contractor or subcontractor incurred in the performance' of
the contract. ORS 279B.220(2).
3) Not permit any lien or chiim to be filed or prosecuted against the state or a county, school district, municipality, municipal
corporation or subdivision thereof, on account of any labor or material. furnished. ORS 279B.220(3).'
4) Pay to the Department of Revenue all sums withheld from employees under ORS 316.167. ORS 279B.220(4).
.5) If the agreement is for lawn and landscape maintenance, it shall contain a condition requiring the contractor to salvage, recycle,
compost or mulch yard waste material at an approved site, if feasible and cost-effective. ORS 279B.225. .'
6) .. Promptly, as due, milke payment to any person, copartnership, association or corporation furnishing medical, surgical and hospital
care services or other needed care and attention, incident to sickness or injury, to the employees of the contractor, of all sums that the
contractor agrees to pay for the services and all moneys and sums that the contractor collected or deducted from the wages of
employees under any law, contract or agreement for the purpose of providing or paying for the services. All employers shall comply
with ORS 656.017. ORS 279B.230.
7) . A person may not be employed for more than 10 hours in anyone day, or 40 hours in anyone week, except in cases of necessity,
emergency or when the public policy absolutely requires it, and in such cases, except in cases of contracts for personal services
designated under ORS 279A.055, the employee shall be paid at least time and a half pay:
a) For all overtime in excess of eight hours a day or 40 hours in anyone week when the work week is five consecutive
days; or
b) For all overtime in excess of 10 houfs in anyone day or 40 hours in anyone week when the work week is' four
consecutive days, Monday through Friday; and
c) For all work performed on Saturday and on any legal holiday specified in ORS 279B.020.
An employer must give notice in writing to employees who work on a public contract, either at the time of hire or before
commencement of work on the contract, or by posting a notice in a location frequented by employees, of the number of hours per day
and days per week that the employees may be requiredto work. ORS 279B.235(1)-(2).
. 8) If the agreement is for pcrsonal services, the contract shall contain a provision that the employee shall be paid at least time and a half
for all overtime worked in excess of 40 hours in anyone week, except for individuals undcr personal services contracts who are
excluded under ORS 653.010 to 653.261 or under 29 U.S.c. 201-209 from receiving overtime. ORS 279B.235(2).
9) Contracts for services must contain. a provision that requires that persons employed under contracts shall receive at least time and half
pay for work performed on the legal holidays specified in a collective bargaini~g agreement or in ORS 279B.020(l)(b)(B)-(G) and for
all time worked in excess of 10 hours in anyone day or in excess of 40 hours in anyone week, whichever is greater. Employer shall
give notice in writing to employees who work on a contract for services, either at the time of hire or before commencement of work
on the contract, or by posting a notice in a location frequented by employees, of the number hours per day and days per week that the
employees may be required to.work. ORS 279B.235(5). .
If this agreement is for a public improvement, the contract shall contain the following conditions:
10) Milke payment promptly, as due, to all persons supplying to the contractor labor or material for the performance of the work provided
for in the contract. ORS 279C.505(1)(a).
II) Pay all contributions or amounts due the Industrial Accident Fund from the contractor or subcontractor incurred in the performance of
the contract. ORS 279C.505(1)(b).
12) Not permit any lien or claim to be filed or prosecuted against the state or a county, school district, municipality, municipal
corporation or subdivision thereot; on account of any labor or material furnished. ORS 279C.505(1)(c).
13) Pay tothe Department of Revenue all sums withheld from employees under ORS 316.167. ORS 279C.505(1)(d).
14) The contractor shall demonstrate that an employee drug testing program is in place. ORS 279C.505(2).
Independent Contractor Agreement for Personal Services Type 3
Attachment A, Page 7 of 11
. .
. . .
. .
. .
15) If the contract~r fails, neglects or refuses to make prompt payment of any claim for labor or services furnisli~d to the contractor or
subcontractor by any person in 'connection with the public improvement contract as the claim becomes due, the proper officer or .
officers representing the state or a county, school district, municipality; municipal corporation or subdivision thereof, as the case may
be, may pay such claim to the person furnishing labor or services and charge the amount of the payment against the funds due or to
become due the contract by reason of the contract. If the contractor or first-tier subcontractor fails, neglects or refuses tomake
payment to a person furnishing labor or materials in connection with the public improvement contract within 30 days after receipt of
payment from the contracting agency or a contractor, the contractor or flISt-tier subcontractor shall owe the person the amount due
plus interest charges commencing at the end of the 10-day period that payment is due under ORS 279C.580(4) and is subject to a
. good faith dispute as defmed in ORS 279C.580: If the contractor or a subcontractor fails, neglects or refuses to make payment to a
person furnishing labor or materials in connection with the public improvement contract, the person may file a complaint with the .
Construction Contractors Board, unless payment is subject to a good faith dispute as defined in ORS 279C.580. ORS 279C.515.
. .
. .
16) The payment of a claim does not relieve the contactor or the contractor's surety from obligation with respect to any unpaid claims.
ORS 279C.515(4).
17) A person may not be employed for more than 10 hours in anyone day, or 40 hours in anyone week, except in cases of necessity,
emergency'or when the public policy absolutely requires it, and in such cases, except in cases of contracts for personal services
designated under ORS 279C.l 00, the employee shall be paid at least time and a half pay:
a) For all overtime in excess of eight hours a day or 40 hours in anyone week when the work week is five consecutive
~~ .
b) For all overtime in excess of 10 hours in anyone day or 40 hours in anyone week when the work week is four
consecutive days, Monday through Friday; and,
c) For all work performed on Saturday and on any legal holiday specified in ORS 279B.020. ORS 279C.520(1).
. .
An employer shall give notice in writing to employees who work on a public contract either at the time of hire or before
commencement of work on the contract, or by posting a notice in a location frequented by employees, of the number of hours per day
and days per week that the employees may be required to work. ORS 2798.520(2).
18)
. If the agreement is for personal services, the contract shall contain a provision that the employee shall be paid at least time and a half
for all overtime worked in excess of 40 hours in anyone week, except for individuals under personal services contracts who are
excluded under ORS 653.010 to 653.261 or under 29 V.S.C. 201-209 from receiving overtime. ORS 279C.520(3).
19)
Contracts for services must contain a provision that requires that persons employed under contracts shall receive at least time and half
pay for work performed on the legal holidays specified in a collective bargaining agreement or in ORS 279C.540(1)(b )(B)-(G) and for
all time worked in excess of 10 hours in anyone day or in excess of 40 hours in anyone week, whichever is greater. An employer
shall give notice in writing to employees who work on a contract for services, either at the time of hire or before commencement of
work on the contract, or by posting a notice in a location frequented by employees, of the number of hours per day and days per week
that the employees may be required to work. ORS 279C.520(5)
20)
Solicitation documents for a public improvement contract shall make specific referenCe to federal, state and local agencies that have
enacted ordinances, rules or regulations dealing with the prevention of environmental pollution and the preservation of natural
resources that affect the performance of the contract. A solicitation document must also make special reference to known conditions
. at the cQIistruction site that may require the successful bidder to comply with the ordinances, rules or regulations identified under .
ORS 279C.525(1). If the successful bidder encounters a condition not referred to in the solicitation documents, not caused by the
successful bidder and not discoverable by a reasonable prebid visual site inspection, and the condition requires compliance with the
ordinances, rules or regulations referred to under ORS 279C.525(1), the successful bidder shall immediately give notice of the
condition to the contracting agency. The successful bidder may not commence work nor incur any additional job site costs in regard
. to the condition encountered and described in ORS 279.525(3) without written direction from the contracting agency. ORS
279C.525.
21)
Promptly, as due, make payment to any person, copartnership, association or corporation furnishing medical, surgical and hospital
care services or other needed care and attention, incident to sickness or inju!)', to the employees of the contractor, of all sums that the
contractor agrees to pay for the services and all moneys and sums that the contractor collected or deducted from the wages of
employees under any law, contract or agreement for the purpose of providing or paying for the services. All employers shall comply
with ORS 656.017. ORS 279C.530. .
22)
A contract for public works shall contain a provision stating the existing state prevaililig rate and wage and, if applicable, the federal
prevailing rate of wage required. Eve!)' contract and subcontract shall contain a provision that workers shall be paid not less than the
specified minimum hourly rate of wage in accordance with ORS 279C.838.0RS 279C.830(1).
If this agreement is for demolition, the contract shall also contain the following conditions:
23) Contractor must salvage or recycle construction and demolition debris, if feasible and cost-effective. ORS 279C.51 O( I)
Independent Contractor Agreement for Personal Services Type 3
Attachment A, Page 8 of 11
. ATTACHMENT 1
CITY OF SPRINGFIELD SDC UPDATE
'Scope of Services
The objectives of the project are to update theSDC rates and methodologies, as needed to reflect
cUrrent system planning assumptions and costs, and SDC statutory requirements. Each task is
discussed below.
Task 1: Methodology and Workplan Development
. We will review the City's existing SDC methodologies and rates, and meet with the City to
. discuss recent/ongoing system planning efforts. Based on this evaluation and discussions, we
will jointly determine the level of effort appropriate for each system. Given that the current
stormwater SDC is based on a level of service approach (as opposed to being based on a specific
capital improvement plan) and that the City is in the process of developing a stormwater master'
plan, we assume that the stormwater SDC update will include a full revision of the methodology
and rates. The scope of the wastewater and transportation SDC updates will require further
evaluation and discussion with City staff. Following this evaluation, we will update the
workplan and schedule.
Task 2: Update Stormwater SDC Methodology and Rates
2.1 Conduct Capacity Analysis. We will review project sizing criteria and assumptions
contained in the system plan, and evaluate existing and future capacity needs by major system
component (e.g., pipes, culverts, catch basins, water quality facilities). This information will
serve as the basis for determination of growth capacity needs overall, and how those needs will
be met - through existing system facilities, future improvements, or a combination. This analysis.
will also inform the allocation of existing and future facility costs for determining the cost basis
(Task 2.2).
2.2 Develop Cost Basis. We will develop the reimbursement and improvement fee cost
bases (as appropriate). The improvement fee cost basis will consider specific projected
improvements identified by the master plan, as required by recent SDC statutory amendments.
To the extent that existing available capacity may be demonstrated in Task 2, 1, the
reimbursement fee will be based on current fixed asset data and construction work in progress.
The fixed assets will be adjusted for contributed assets and any grant ,funding.
2.3 Calculate SDC Schedule. Based on the results of sub task 1 and 2, the system-wide
unit costs of capacity by component will be calculated. User capacity requirements (e.g., runoff
coefficients) will be reviewed and updated to reflect current data, and a new SDC schedule will
be developed. The existing on-site detention credit methodology willb6 reviewed and updated in
light of current system planning assumptions.
. Task 3: Update Wastewater System ~roject List and Rates
3.1 Update Project List and Rates. We will review the City's current CIP and master
plan and determine whether any changes to the project list are requited for revised costs or
Independent Contractor Agreement for Personal Services Type 3
Attachment A. Page 9 of 11 !
. .
projects. We will update the SDC model with the revised project costs and recalculate the
. rates. Jfdesired, we will consideraltemative approach to assessment of the charges.
3.2 Upd~te Methodology (Optional). Ifdesired, we will complete a full update to the
wastewater SDC methodology, whichwill include a capacity analysis, development of the
cost basis and SDC schedule, as discussed under Task 2 above.
. .
'Task 4: Update Transportation System Project List and Rates'
4.1 Update Project List and Rates. We will review the City's current CIP and Regional.
Tninsportation System Plans and determine whether any changes to the project list are
required for revised costs or projects. Growth allocations will also be reviewed and
. evaluated~ We will update the SDC model with the revised project costs and recalculate the
rates.
.4.2 Update Methodology (Optional). If desired, we will complete a full update to the
wastewater SDC methodology, which will include a capacity analysis, development of the
costbasis and SDC schedule, as discussed under Task 2 above.
Task 5: Prepare Documentation.
We will prepare an SDC methodology report to comply with Oregon SDC law. The report will
present the revised SDC methodology(ies) and rate calculations.
Task 6: Meetings and Presentations.
We will be available to attend up to five meetings: 3 'with development community stakeholders; .
and twowith the City Council to discuss the revised SDCs.
Independent Contractor Agreement for Personal Services Type 3
Attachment A, Page 10 of 11 .
Cost Estimate '. . ... .' . . ..
The preliminary cost estimate is presented below. Labor costs are estimated based on an hourly
rate of$120. Expenses are billed atcost and include mileage and report production costs.
Table 1 .
Springfield SDC Update
Statement of Fees
Labor Hours(l)
Task Galardi Support Labor Expenses Total
Cost
Methodology and Workplan 16 0 $1,900 $100 $2,000
Development
Update Storm water SDCs 68 0 $8,160 $100 $8,260
Update Wastewater System SDCs (2) 74 0 $8,880 $100 $8,980
Update TransportationSDCs (2) 74 0 $8,880 $100 $8,980
Prepare Reports 20 16 $3,800 $300 $4,100
Participate in Meetings 50 0 $6,000 $500 $6,500
Pro'ect Mana ement . 8 0 $1,000 $0 $1,000
Total 310 16 $38,020 $1,200 $39,820
Total (w/out Optional Tasks) 218 16 $27,580 . $1,200 $28,780
(1) Based on hourly rate of $120 for Galardi; $85 for support
(2) Includes optional tasks to update methodology
. Independent Contractor Agreement for Personal Services Type 3
Attachment A, Page 11 of 11