Goal 1: Cost Allocation Plan and Fully-Burdened Hourly Rate The Cost Allocation Plan shall include all funds including internal service funds, and shall produce an accompanying Fully-Burdened Hourly Rate report for all positions. Both an Office of Management and Budget (OMB) Compliant version as well as a Full Cost Allocation Plan shall be provided. Project tasks shall include, but are not necessarily limited to, those items noted below. If the consultant feels that additional tasks are warranted, they must be clearly identified in the consultant’s proposal. • Work with City staff to define the purpose, uses, and goals for an overhead cost allocation plan, ensuring that the development of the plan will be both accurate and appropriate for the City’s current needs. • Develop an Overhead Cost Allocation Model for calculating the full costs of providing each City service. • The requirements of the model shall allow for the following: o The addition or removal of direct and overhead costs so that the overhead cost allocation plan can be developed from a simple plan to a progressively more inclusive plan. o The ability to continuously update the model and overhead cost allocation plan from yearto-year as the organizational structure changes and the costs change. • Work with the Finance Department in developing service provisions, cost categories and allocation criteria for current and future programs. • Draft an Overhead Cost Allocation Plan and participate in various presentations to select City staff and the City Council as deemed necessary by staff. • Collect and document comments and concerns from staff and Council members and incorporate those comments as directed. • Review should be coordinated with the City's Legal team. • Provide the City with an Excel copy of the final Cost Allocation Plan, including related schedules and cost documentation in a format that can be edited and updated by City staff to accommodate changes in the organization, or changes in costs, or indexing. • Develop a model for adjusting the plan to include the addition of hypothetical service area information for future service enhancements, and the ability to calculate the estimated costs of providing the service under consideration (Scenario and “what if” analyses). • Prepare a final plan and provide an Excel version and a digital file copy in PDF format to the City. • Engage stakeholders, including City Council, developers, and residents, through workshops and/or public meetings. Goal 2: Development Impact Fee Study The scope of services involves all necessary analyses and documentation to develop and support a comprehensive Development Impact Fee Study/Program that are needed to support the proportionate costs of public infrastructure needed to serve future development in the City of Pacifica. In general, the scope of work for the Development Impact Fee Study will involve the following: • Utilize the analysis from the Cost Allocation Plan and accompanying Fully-Burdened Hourly Rate in order to incorporate into Goal 2. • Assess current and future public facilities infrastructure needs (e.g., transportation, parks, utilities, public safety), including the identification of estimated costs of those public facilities. • Conduct a comprehensive analysis of the nexus between the impacts of new development on those public facilities and the proportionate cost of those facilities to identify proposed development impact fees as appropriate. The City’s fees must comply with any applicable state and federal law including but not limited to the Mitigation Fee Act (California Government Code Section 66000 – 66025; also known by the Assembly Bill “AB 1600” which initially enacted it in 1987, which has been amended many times over the years). • Review should be coordinated with the City's Legal team. • Develop a comprehensive impact fee study in alignment with City policies and existing utility user fees to adequately facilitate desired development within the City while supporting the City’s Capital Improvement Program. • Provide staff with worksheets to support the proposed fee schedule in an excel or editable format. • Provide a recommended inflation adjustment factor to be used to update fees in future years. • Conduct a comprehensive Development Impact Study in alignment with updated long-range planning policies to complement development within the City and meet policy objectives. Please review the following links: General Plan 2040 https://www.planpacifica.org/ NCCWD Water Master Plan https://www.nccwd.com/images/PDFs/NCCWD_20- YR_WMP_v19%20(FINAL%20REPORT%20with%20FIGS%20&%20ATTCHMTS).pdf • Provide an overview of any training that would be needed to understand the methodology related to the studies. The goal would be to allow City staff to understand how any fees or allocations were derived. • Recommend a fee schedule and compare it with local jurisdictions. • Engage stakeholders, including City Council, developers, and residents, through workshops and at minimum two (2) public meetings. • Prepare a draft and final Development Impact Fee Study report with implementation recommendations. • Support the drafting of any required ordinance, resolution, and procedures for program adoption and updates.
