Agenda 05/25/2021 Item #16F 2 (RPS #21-7868 w/Tindale Oliver & Associates, Inc.)05/25/2021
EXECUTIVE SUMMARY
Recommendation to approve the selection committee’s ranking and authorize staff to begin
contract negotiations with the top ranked firm, Tindale Oliver & Associates Inc., concerning
Request for Professional Services (“RPS”) No. 21-7868 Impact Fee Studies & Fiscal Analysis, so a
proposed agreement can be brought back for the Board’s consideration at a future meeting.
OBJECTIVE: To approve the selection committee’s ranking and obtain authorization for staff to begin
contract negotiations with Tindale Oliver & Associates Inc., concerning RPS No. 21-7868, “Impact Fee
Studies & Fiscal Analysis.”
CONSIDERATIONS: Due to the ongoing requirements of effectively managing the impact fee
program, which often requires the expertise of outside consultants, Collier County needs to secure a
firm to provide consulting services for impact fees. Examples of the types of services to be provided
under this contract are: impact fee update studies, impact fee indexing calculation updates, reviews of
independent and alternative fee calculations, legislative review and analysis, and attendance and
presentations at meetings related to impact fees and associated subject matters.
On February 23, 2021 the Procurement Services Division released notices of Request for Professional
Services Impact Fee Studies and Fiscal Analysis. 7,558 firms were notified, 50 firms viewed the
solicitation information, and one (1) proposal was received on April 9, 2021. In an effort to obtain more
proposals, this solicitation was extended twice. Per Section 287.055 of the Florida Statutes, the
Consultants’ Competitive Negotiation Act, the evaluation criteria included, ability of professional
personnel; past performance/references; project approach, willingness to meet time and budget
requirements; and recent, current, and projected workloads of the firm. A minimum of three references
were requested from clients of projects with a similar size for which the firm provided services similar
in scope and complexity within the past five years.
Tindale-Oliver & Associates, Inc. was founded in February of 1989 and is based in Tampa, Florida.
Since its establishment, Tindale Oliver has provided industry-leading public finance, community
planning, multimodal transportation and transit solutions to public sector clients throughout the U.S.
Furthermore, Tindale Oliver has successfully completed more than 400 impact fee studies throughout
Florida and the United States, working directly with Collier County for nearly 30 years.
Staff recommends that the Board approve the selection committee’s ranking of the top firm and
authorize it to begin contract negotiations with Tindale Oliver & Associates Inc., in accordance with the
Consultants’ Competitive Negotiation Act, Florida Statutes § 287.055.
FISCAL IMPACT: After an agreement has been reached, staff will bring the negotiated agreement to
the Board for approval. Depending on the work being performed, funding will come from the capital
funds and/or the Impact Fee Administration Fund 107.
LEGAL CONSIDERATIONS: This item has been reviewed by the County Attorney, is approved as
to form and legality, and requires majority vote for approval. -JAK
GROWTH MANAGEMENT IMPACT: Impact fees provide financial resources for the construction
and/or expansion of the County’s capital infrastructure, as necessary to accommodate growth.
Development is required to contribute its fair share of the cost of providing public facilities necessitated
by growth, however impact fees may not be collected in excess of the amount reasonably anticipated to
fund such improvements. Services to be provided by the selected consultant help to ensure the fair,
accurate and equitable administration of the impact fee program.
16.F.2
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05/25/2021
RECOMMENDATION: Recommendation to approve the selection committee’s ranking and
authorize staff to begin contract negotiations with the top-ranked firm Tindale Oliver & Associates Inc.,
concerning RPS No. 21-7868, “Impact Fee Studies & Fiscal Analysis,” so that a proposed agreement
can be brought back for the Board’s consideration at a future meeting.
Prepared by: Ian Barnwell, Senior Operations Analyst, Capital Project Planning, Impact Fees and
Program Management Division.
ATTACHMENT(S)
1. 21-7868 Solicitation (PDF)
2. 21-7868 TindaleOliver Proposal (PDF)
3. 21-7868 NORA (PDF)
4. 21-7868 Final Ranking (PDF)
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05/25/2021
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.F.2
Doc ID: 15799
Item Summary: Recommendation to approve the selection committee’s ranking and authorize
staff to begin contract negotiations with the top ranked firm, Tindale Oliver & Associates Inc., concerning
Request for Professional Services (“RPS”) No. 21-7868 Impact Fee Studies & Fiscal Analysis, so a
proposed agreement can be brought back for the Board’s consideration at a future meeting.
Meeting Date: 05/25/2021
Prepared by:
Title: Senior Grants and Housing Coordinator – Capital Project Planning, Impact Fees, and Program
Management
Name: Gino Santabarbara
05/06/2021 8:19 AM
Submitted by:
Title: Division Director - IF, CPP & PM – County Manager's Office
Name: Amy Patterson
05/06/2021 8:19 AM
Approved By:
Review:
County Manager's Office Amy Patterson Additional Reviewer Completed 05/10/2021 9:23 AM
Growth Management Department Trinity Scott Transportation Skipped 05/06/2021 3:04 PM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 05/10/2021 9:35 AM
Procurement Services Ana Reynoso Additional Reviewer Completed 05/10/2021 10:54 AM
Procurement Services Sandra Herrera Additional Reviewer Completed 05/10/2021 1:23 PM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 05/12/2021 9:32 AM
Office of Management and Budget Susan Usher Additional Reviewer Completed 05/17/2021 1:32 PM
County Manager's Office Amy Patterson Level 4 County Manager Review Completed 05/18/2021 12:00 PM
Board of County Commissioners Geoffrey Willig Meeting Pending 05/25/2021 9:00 AM
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COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
REQUEST FOR PROFESSIONAL SERVICES (RPS)
In accordance with Florida Statute 287.055
Consultants’ Competitive Negotiation Act
FOR
IMPACT FEE STUDIES & FISCAL ANALYSIS
RPS NO.: 21-7868
VIVIANA GIARIMOUSTAS, PROCUREMENT STRATEGIST
PROCUREMENT SERVICES DIVISION
3295 TAMIAMI TRAIL EAST, BLDG C-2
NAPLES, FLORIDA 34112
TELEPHONE: (239) 252-8375
Viviana.Giarimoustas@colliercountyfl.gov (Email)
This proposal solicitation document is prepared in a Microsoft Word format (rev 8/16/17). Any
alterations to this document made by the Consultant may be grounds for rejection of proposal,
cancellation of any subsequent award, or any other legal remedies available to the Collier County
Government.
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Packet Pg. 1531 Attachment: 21-7868 Solicitation (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal Analysis)
SOLICITATION PUBLIC NOTICE
REQUEST FOR PROFESSINAL
SERVICES (RPS) NUMBER:
21-7868
PROJECT TITLE: Impact Fee Studies & Fiscal Analysis
RPS OPENING DAY/DATE/TIME: Tuesday, March 23, 2021 10:00 AM EST
PLACE OF RPS OPENING: Procurement Services Division
3295 Tamiami Trail East, Bldg. C-2
Naples, FL 34112
All proposals shall be submitted online via the Collier County Procurement Services Division Online Bidding System:
https://www.bidsync.com/bidsync-cas/
INTRODUCTION
As requested by the Capital Project Planning, Impact Fees & Program Management Division (hereinafter, the “Division”), the
Collier County Board of County Commissioners Procurement Services Division (hereinafter, “County”) has issued this Request fo r
Professional Services (hereinafter, “RPS”) with the intent of obtaining proposals from interested and qualified Consultants in
accordance with the terms, conditions and specifications stated or attached. The Consultant, at a minimum, must achieve the
requirements of the Specifications or Scope of Work stated.
The results of this solicitation may be used by other County departments once awarded according to the Board of County
Commissioners Procurement Ordinance, as amended.
BACKGROUND
The Division is seeking professional services from a firm with qualified staff and/or sub-consultants capable of providing impact fee
consulting services. Historically, the County’s Consultant has conducted and updated impact fee studies, level of service analysis, impact
fee indexing, assisted with the Annual Update and Inventory Report (AUIR) process, prepared and reviewed individual calculations and
alternative fee calculations and provided as-needed general impact fee consulting services.
TERM OF CONTRACT
County reserves the right to modify this scope during negotiations for budgetary reasons.
The contract term, if an award(s) is/are made is intended to be for five (5) years with one (1) one (1) year renewals.
Prices shall remain firm for the term of the awarded contract.
Surcharges will not be accepted in conjunction with this award, and such charges should be incorporated into the pricing structure.
DETAILED SCOPE OF WORK
The Division is seeking professional services from a firm, with qualified staff and/or sub -consultants capable of providing typical
impact fee consulting services for activities as outlined below and general impact fee Consultant services. In order to achieve the
best possible team for the various project requirements, it is the intent of the County to secure a firm under contract with in house
staff expertise in the various fields, or to coordinate with sub-consultants for specialized services.
As a part of the resultant contract, the selected Consultant (s) shall be required to:
1. Coordinate with the County’s outside legal counsel: as directed by the County.
2. Conduct and update impact fee studies: Impact Fees are required to be formally updated as required by the Collier
County Code of Laws and Ordinances and/or the Board of County Commissioners. Collier County has twelve impact
fees and maintains a schedule of the required updates. The Consultant must have relevant impact fee experience in at least
three Florida jurisdictions. The Consultant must be able to work reasonably within the confines of the existing, adopted
impact fee methodologies.
3. Conduct impact fee Indexing: Collier County Impact Fees are required to be indexed in the years between the f ormal
update studies. Four measures are used (land costs, building costs, building equipment costs and transportation costs),
alone or in combination, to calculate the indexing percentages for the various impact fees. A two -year average
methodology, combined with some localized information, is used for the calculation. The Consultant will be required to
collect the required data in order to update the indexing model. Consultant will also be utilized to develop modifications
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Packet Pg. 1532 Attachment: 21-7868 Solicitation (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal Analysis)
to the methodology/model as required or directed.
4. Review, edit and prepare the Annual Update and Inventory Report (AUIR) and Capital Improvement Element
(CIE) and prepare any needed certifications: The Consultant may be involved in the preparation and review of the
annual AUIR and CIE including, but not limited to such tasks as: level of service analysis, revenue projections, funding
analysis, and nexus certifications.
5. Prepare / review individual calculations and alternative fee calculations: The Consolidated Impact Fee Ordinance
provides for individual calculations and alternative impact fee calculations for contemplated land uses in specific
situations. Such calculations will be reviewed by the impact fee Consultant for accuracy and applicability.
6. Assist and provide recommendations for Use Classifications: Staff requires the assistance of an impact fee Consultant
for use classifications for the assessment of impact fees to ensure that the impact fees are assessed appropriately and
equitably.
.
7. Prepare for, attend, present and facilitate meetings and presentations: The impact fee Consultant will attend meetings
and make presentations, as required, related to impact fees and associated subject matter.
8. Provide general impact fee consulting services: The Consultant will provide general services to the maintenance and
upkeep of the impact fee program such as, additions or deletions of land uses on the impact fee schedules, assistance with
data analysis, legislative review and analysis, review of alternative revenue sources and their relationship to impact fees
and other miscellaneous administrative items.
DISTRIBUTION OF WORK
A summary of work will be provided to one (1) of the firms selected in a rotational method administered by the Capital Project Planning,
Impact Fees & Program Management Division that ensures a relatively even distribution of work.
RESPONSE FORMAT AND SCORING CRITERIA FOR DEVELOPMENT OF SHORTLIST:
Proposals must be assembled, at minimum, in the order of the Evaluation Criteria listed or your proposal
may be deemed non-responsive
Evaluation Criteria Maximum Points
1. Ability of Professional Personnel 30 Points
2. Certified Minority Business Enterprise 5 Points
3. Past Performance 30 Points
4. Location 15 Points
5. Recent, Current, and Projected Workloads of the Firm 20 Points
TOTAL POSSIBLE POINTS 100 Points
Tie Breaker: In the event of a tie at final ranking, award shall be made to the proposer with the lower volume of work
previously awarded. Volume of work shall be calculated based upon total dollars paid to the proposer in the twenty -four
(24) months prior to the RFP submittal deadline. Payment information will be retrieved from the County’s financial
system of record. The tie breaking procedure is only applied in the final ranking step of the selection process. In the event
a tie still exists, selection will be determined based on random selection by the Procurement Services Director before at
least three (3) witnesses.
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Each criterion and methodology for scoring is further described below.
***Proposals must be assembled, at minimum, in the order of the Response Format and Scoring Criteria
listed or your proposal may be deemed non-responsive***
EVALUATION CRITERIA NO. 1: ABILITY OF PROFESSIONAL PERSONNEL (30 Total Points Available)
This criterion measures the ability of professional team personnel as shown by their level of experience on projects of
similar type, size and complexity. This criterion measures how well the team is staffed to address all facets of the project.
It measures how well the team is organized to deliver the project for the COUNTY. Preference will be given to teams
with knowledge and experience with local construction and regulatory conditions and who demonstrate a strong
commitment to team collaboration proximate to the project site. Preference will also be given to teams (both in dividual
within the teams and the companies making up the team) that have worked together on successful delivery of similar
projects. It measures the overall level of the team’s qualifications to successfully complete the project.
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Packet Pg. 1533 Attachment: 21-7868 Solicitation (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal Analysis)
EVALUATION CRITERIA NO. 2: CERTIFIED MINORITY BUSINESS ENTERPRISE (5 Total Points
Available)
Submit certification with the Florida Department of Management Service, Office of Supplier Diversity as a Certified
Minority Business Enterprise
EVALUATION CRITERIA NO. 3: PAST PERFORMANCE (30 Total Points Available)
This criterion measures the professional team’s past experience with projects similar in size, type and complexity as this
project. The professional teams will be evaluated on their past projects of the size and scope of this project, including the
experience the team members proposed on this project have together on the previous projects presented. Experience with
all elements of the project scope as generally described herein will be evaluated, with specific emphasis on experience
addressing the technical, community and project delivery categories. The professional team’s minimization of change
orders will be an important consideration. Preference will be given to projects within the last five (5) years in proximity to
the proposed scope.
The County requests that the vendor submits three (3) completed reference forms from clients whose projects are
of a similar nature to this solicitation as a part of their proposal. Provide information on the projects completed by th e
Proposer that best represent projects of similar size, scope and complexity of this project using the REFERENCE
QUESTIONNAIRE provided. Proposer may include two (2) additional pages for each project to illustrate aspects of the
completed project that provides information to assess the experience of the Proposer on relevant project work.
EVALUATION CRITERIA NO. 4: LOCATION (15 Total Points Available)
The professional team’s approach to management and execution of work with respect to location of various key project
team members will be evaluated under this criterion. The Proposer shall demonstrate from the project kick-off how they
will establish the project location in order to manage day-to-day or on-site information collection and distribution between
internal and external team members, and County staff, as well as other entities involved in the project.
EVALUATION CRITERIA NO. 5: RECENT, CURRENT, AND PROJECTED WORKLOADS OF THE FIRM
(20 Total Points Available)
This criterion measures the team’s proposed resources for the project and their availability to complete all elements of this
project with regards to the closeout of recent work, current workload, and projected projects that could impact the
completion of this project.
INSTRUCTIONS TO PROPOSERS
1. QUESTIONS
1.1 Direct questions related to this RPS to the Collier County Procurement Services Division Online Bidding System website:
https://www.bidsync.com/bidsync-cas/.
1.2 Consultants must clearly understand that the only official answer or position o f the County will be the one stated on the
Collier County Procurement Services Division Online Bidding System website. For general questions, please call the
referenced Procurement Strategist noted on the cover page.
2. PRE-PROPOSAL CONFERENCE (If Applicable)
2.1 The purpose of the pre-proposal conference is to allow an open forum for discussion and questioning with County staff
regarding the RPS with all prospective Consultants having an equal opportunity to hear and participate. Oral questions will
receive oral responses, neither of which will be official, nor become part of the R PS. Only written responses to written
questions will be considered official, and will be included as part of the R PS as an addendum.
2.2 All prospective Consultants are strongly encouraged to attend, as, this will usually be the only pre-proposal conference for
this solicitation. If this pre-proposal conference is denoted as “mandatory”, prospective Consultants must be present in
order to submit a proposal response.
3. COMPLIANCE WITH THE RPS
Proposals must be in strict compliance with this RPS. Failure to comply with all provisions of the RPS may result in
disqualification.
4. AMBIGUITY, CONFLICT, OR OTHER ERRORS IN THE RPS
It is the sole responsibility of the Consultant if the Consultant discovers any ambiguity, conflict, discrepancy, omission or
other error in the RPS, to immediately notify the Procurement Strategist, noted herein, of such error in writing and request
modification or clarification of the document prior to submitting the proposal. The Procurement Strategist will make
modifications by issuing a written revision and will give written notice to all parties who have received this R PS from the
Procurement Services Division.
5. PROPOSALS, PRESENTATIONS, AND PROTEST COSTS
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Packet Pg. 1534 Attachment: 21-7868 Solicitation (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal Analysis)
The County will not be liable in any way for any costs incurred by any Consultant in the preparation of its proposal in
response to this RPS, nor for the presentation of its proposal and/or participation in any discussions, negotiations, or, if
applicable, any protest procedures.
6. DELIVERY OF PROPOSALS
6.1 All proposals are to be submitted by the due date and Naples local time, on the Collier County Procurement Services
Division Online Bidding System website: https://www.bidsync.com/bidsync-cas/.
6.2 The County does not bear the responsibility for proposals delivered to the Procurement Services Division past the stated
date and/or time indicated.
7. VALIDITY OF PROPOSALS
7.1 No proposal can be withdrawn after it is opened unless the Consultant makes their request in writing to the County. All
proposals shall be valid for a period of one hundred eighty (180) days from the submission date to accommodate
evaluation and selection process.
8. METHOD OF SOURCE SELECTION
8.1 The County is using the Competitive Sealed Proposals methodology of source selection for this procurement, as authorized
by Ordinance Number 2017-08, establishing and adopting the Collier County Procurement Ordinance.
8.2 If the County receives proposals from less than three (3) firms, the Procurement Director shall review all the facts and
determine if it is in the best interest of the County to solicit additional proposals or request that the Selection Committee
rank order the received proposals.
9. EVALUATION OF PROPOSALS
9.1 Collier County will evaluate the proposals and select the firm in accordance with Florida Statute 287.055, Consultants’
Competitive Negotiation Act (CCNA).
9.2 The County’s procedure for selecting is as follows:
9.2.1 The Procurement Services Director shall appoint a selection committee to review all proposals submitted.
9.2.2 The Request for Professional Services is issued.
9.2.3 Subsequent to the receipt closing date for the proposals, the Procurement professional will review the proposals
received and verify each proposal to determine if it minimally responds to the requirements of the published RPS.
9.2.4 Selection committee meetings will be open to the public and publicly noticed by the Procurement Services
Division.
9.2.5 In an initial organization meeting, the selection committee members will receive instructions, the submitted
proposals, and establish the next selection committee meeting date and time. After the first meeting, the
Procurement professional will publicly announce all subsequent committee meeting dates and times. The
subsequent meeting dates and times will be posted with at least one (1) day advanced notice.
9.2.6 Selection committee members will independently review and score each proposal based on the evaluation criteria
stated in the Request for Professional Services using the Individual Selection Committee Score and Rank Form
and prepare comments for discussion at the next meeting. The Individual Selection Committee Score and Rank
Form is merely a tool to assist the selection committee member in their review of the proposals.
9.2.7 At the publicly noticed selection committee meeting, the members will present their independent findings /
conclusions / comments based on their reading and interpretation of the materials presented to each other, and may
ask questions of one another. Time will be allowed for public comment.
9.2.8 Collier County selection committee members may consider all the material submitted by the Proposer and other
information Collier County may obtain to determine whether the Proposer is capable of and has a history of
successfully completing projects of this type, including, without limitation, additio nal information Collier County
may request, clarification of proposer information, and/or additional credit information.
9.2.9 Once the individual scoring has been completed, the Procurement professional will read the results publicly. The
selection committee may ask for additional information, present materials, interview, ask questions, etc. The
members may consider any and all information obtained through this method in formulating their final ranking.
9.2.10 The selection committee’s overall rank of firms in order of preference (from highest beginning with a rank of
one (1) to the lowest) will be discussed and reviewed by the Procurement Professional. By having used all
information presented (proposal, presentation, references, etc.), the selection committee m embers will create a
final ranking and staff will subsequently enter into negotiations.
9.3 The County reserves the right to withdraw this RPS at any time and for any reason, and to issue such clarifications,
modifications, addendums, and/or amendments as it may deem appropriate, including, but not limited, to requesting
supplemental proposal information.
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Packet Pg. 1535 Attachment: 21-7868 Solicitation (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal Analysis)
9.4 Receipt of a proposal by the County offers no rights upon the Consultant nor obligates the County in any manner.
9.5 Acceptance of the proposal does not guarantee issuance of any other governmental approvals.
10. REFERENCES
The County reserves the right to contact any and all references submitted as a result of this solicitation.
11. RESERVED RIGHTS
Collier County reserves its right in any solicitation to accept or reject any or all bids, proposals or offers; to waive minor
irregularities and technicalities; or to request resubmission. Also , Collier County reserves the right to accept all or any part
of any bid, proposal, or offer, and to increase or decrea se quantities to meet the additional or reduced requirements of
Collier County. Collier County reserves its right to cancel, extend or modify any or all bids, proposals or offers; to award
to one or more vendors; to award all or part of a solicitation; and to award by individual line items when it is deemed to be
in the best interest of the County. Collier County reserves its right to reject any sole response.
12. INSURANCE AND BONDING REQUIREMENTS
12.1 The Consultant shall at its own expense, carry and maintain insurance coverage from responsible companies duly
authorized to do business in the State of Florida as set forth in the Insurance and Bonding attachment of this solicitation.
The Consultant shall procure and maintain property insurance upon the entire pr oject, if required, to the full insurable
value of the scope of work.
12.2 The County and the Consultant waive against each other and the County’s separate Consultants, Contractors, Design
Consultant, Subcontractors agents and employees of each and all of them, all damages covered by property insurance
provided herein, except such rights as they may have to the proceeds of such insurance. The Consultant and County shall,
where appropriate, require similar waivers of subrogation from the County’s separate Cons ultants, Design Consultants and
Subcontractors and shall require each of them to include similar waivers in their contracts.
12.3 Collier County shall be responsible for purchasing and maintaining, its own liability insurance.
12.4 Certificates issued as a result of the award of this solicitation must identify “For any and all work performed on behalf of
Collier County.”
12.5 The General Liability Policy provided by Consultant to meet the requirements of this solicitation shall name Collier
County, Florida, as an additional insured as to the operations of Consultant under this solicitation and shall contain a
severability of interests provisions.
12.6 Collier County Board of County Commissioners shall be named as the Certificate Holder. The Certificates of Insurance
must state the Contract Number, or Project Number, or specific Project description, or must read: For any and all work
performed on behalf of Collier County. The "Certificate Holder" should read as follows:
Collier County
Board of County Commissioners
Naples, Florida
12.7 The amounts and types of insurance coverage shall conform to the minimum requirements set forth in Insurance and
Bonding attachment, with the use of Insurance Services Office (ISO) forms and endorsements or their equivalents. If
Consultant has any self-insured retentions or deductibles under any of the below listed minimum required coverage,
Consultant must identify on the Certificate of Insurance the nature and amount of such self - insured retentions or
deductibles and provide satisfactory evidence of financial responsibility for such obligations. All self -insured retentions or
deductibles will be Consultant’s sole responsibility.
12.8 Coverage(s) shall be maintained without interruption from the date of commencement of the Work until the date of
completion and acceptance of the scope of work by the County or as specified in this solicitation, whichever is longer.
12.9 The Consultant and/or its insurance carrier shall provide 30 days written notice to the County of poli cy cancellation or
non-renewal on the part of the insurance carrier or the Consultant. The Consultant shall also notify the County, in a like
manner, within twenty-four (24) hours after receipt, of any notices of expiration, cancellation, non -renewal or material
change in coverage or limits received by Consultant from its insurer and nothing contained herein shall relieve Consultant
of this requirement to provide notice. In the event of a reduction in the aggregate limit of any policy to be provided by
Consultant hereunder, Consultant shall immediately take steps to have the aggregate limit reinstated to the full extent
permitted under such policy.
12.10 Should at any time the Consultant not maintain the insurance coverage(s) required herein, the County may ter minate the
Agreement or at its sole discretion shall be authorized to purchase such coverage(s) and charge the Consultant for such
coverage(s) purchased. If Consultant fails to reimburse the County for such costs within thirty (30) days after demand, the
County has the right to offset these costs from any amount due Consultant under this Agreement or any other agreement
between the County and Consultant. The County shall be under no obligation to purchase such insurance, nor shall it be
responsible for the coverage(s) purchased or the insurance company or companies used. The decision of the County to
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Packet Pg. 1536 Attachment: 21-7868 Solicitation (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal Analysis)
purchase such insurance coverage(s) shall in no way be construed to be a waiver of any of its rights under the Contract
Documents.
12.11 If the initial or any subsequently issued Certificate of Insurance expires prior to the completion of the scope of work, the
Consultant shall furnish to the County renewal or replacement Certificate(s) of Insurance not later than ten (10) calendar
days after the expiration date on the certificate. Failure of the Consultant to provide the County with such renewal
certificate(s) shall be considered justification for the County to terminate any and all contracts.
13. ADDITIONAL ITEMS AND/OR SERVICES
Additional items and / or services may be added to the resultant contract, or purchase order, in compliance with the
Procurement Ordinance.
14. COUNTY’S RIGHT TO INSPECT
The County or its authorized Agent shall have the right to inspect the Consultant’s facilities/project site during and after
each work assignment the Consultant is performing.
15. VENDOR PERFORMANCE EVALUATION
The County has implemented a Vendor Performance Evaluation System for all contracts awarded in excess of $25,000.
To this end, vendors will be evaluated on their performance upon completion/termination of this Agreement.
The County reserves the right to take into consideration a vendor ’s past performance under a prior or current County
contract when it is considering the granting of a new contract, the assignment of a work order, or any additional work. Past
poor performance may result in the County deeming the vendor non -responsible and therefore refraining from awarding
such work.
16. ADDITIONAL TERMS AND CONDITIONS OF CONTRACT
16.1 The selected Consultant shall be required to sign a standard Collier County contract.
16.2 The resultant contract(s) may include purchase or work orders issued by the County’s project manager .
16.3 The County reserves the right to include in any contract document such terms and conditions, as i t deems necessary for
the proper protection of the rights of Collier County. A sample copy of this contract is available upon request. The County
will not be obligated to sign any contracts, maintenance and/or service agreements or other documents provided by the
Consultant.
16.4 The County’s project manager shall coordinate with the Vendor / Contractor the return of any surplus assets, including
materials, supplies, and equipment associated with the scope or work.
17. PUBLIC RECORDS COMPLIANCE
17.1 Florida Public Records Law Chapter 119, including specifically those contractual requirements in 119.0701(2)(a)-(b) as
follows:
IF THE CONTRACTOR HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE
CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO
THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS
AT:
Communication and Customer Relations Division
3299 Tamiami Trail East
Suite 102
Naples, FL 34112-5746
Telephone: (239) 252-8383
17.2 The Contractor must specifically comply with the Florida Public Records Law to:
17.2.1 Keep and maintain public records required by the public agency to perform the service.
17.2.2 Upon request from the public agency’s custodian of public records, provide the public agency with a copy of
the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not
exceed the cost provided in this chapter or as otherwise provided by law.
17.2.3 Ensure that public records that are exempt or confidential and exempt from public records disclosure
requirements are not disclosed except as authorized by law for the duration of the contract term a nd following
completion of the contract if the Contractor does not transfer the records to the public agency.
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17.2.4 Upon completion of the contract, transfer, at no cost, to the public agency all public records in possession of the
Contractor or keep and maintain public records required by the public agency to perform the service. If the
Contractor transfers all public records to the public agency upon completion of the contract, the Contractor shall
destroy any duplicate public records that are exempt or confi dential and exempt from public records disclosure
requirements. If the Contractor keeps and maintains public records upon completion of the contract, the Contractor
shall meet all applicable requirements for retaining public records. All records stored el ectronically must be
provided to the public agency, upon request from the public agency’s custodian of public records, in a format that
is compatible with the information technology systems of the public agency.
18. WORK ORDERS ON FIXED TERM CONTRACTS
18.1 The County reserves the right to order such services from selected firms as may be required during said period, but does
not guarantee any minimum or maximum services to be ordered during the period specified from any given firm. Work
Order service assignments shall be at the sole discretion of the County.
18.2 Work issued that is determined to be against a “CONTINUING CONTRACTS” shall not exceed the maximum allowed
by law.
18.3 Should any project that is active on a work order extend past the contract termination da te, that work order will be active
and extended as necessary until completion of such project.
19. PAYMENT METHOD
19.1 Payments are made in accordance with the Local Government Prompt Payment Act, Chapter 218, Florida Statutes.
Vendor’s invoices must include:
19.1.1 Purchase Order Number
19.1.2 Description and quantities of the goods or services provided per instructions on the County’s purchase order or
contract. Invoices shall be sent to:
Board of County Commissioners Clerk’s Finance Department
ATTN: Accounts Payable
3299 Tamiami Trail East, Suite 700
Naples FL 34112
Or
Emailed to: bccapclerk@collierclerk.com
19.2 Payments will be made for articles and/or services furnished, delivered, and accepted, upon receipt and approval of
invoices submitted on the date of services or within six (6) months after completion of contract. Any untimely submission
of invoices beyond the specified deadline p eriod is subject to non-payment under the legal doctrine of “laches” as
untimely submitted. Time shall be deemed of the essence with respect to the timely submission of invoices under this
agreement.
19.3 In instances where the successful contractor may owe d ebts (including, but not limited to taxes or other fees) to Collier
County and the contractor has not satisfied nor made arrangement to satisfy these debts, the County reserves the right to
off-set the amount owed to the County by applying the amount owed to the vendor or contractor for services performed of
for materials delivered in association with a contract.
19.4 Invoices shall not reflect sales tax. After review and approval, the invoice will be transmitted to the Finance Division for
payment. Payment will be made upon receipt of proper invoice and in compliance with Chapter 218 Florida Statutes,
otherwise known as the “Local Government Prompt Payment Act.” Collier County reserves the right to withhold and/or
reduce an appropriate amount of any payment for work not performed or for unsatisfactory performance of Contractual
requirements.
20. ENVIRONMENTAL HEALTH AND SAFETY
20.1 All Consultants and Sub Consultants performing service for Collier County are required and shall comply with all
Occupational Safety and Health Administration (OSHA), State and County Safety and Occupational Health Standards and
any other applicable rules and regulations. Consultants and Sub Consultants shall be responsible for the safety of their
employees and any unsafe acts or conditions that may cause injury or damage to any persons or property within and
around the work site. All firewall penetrations must be protected in order to meet Fire Codes.
20.2 Collier County Government has authorized OSHA representatives t o enter any Collier County facility, property and/or
right-of-way for the purpose of inspection of any Consultant’s work operations. This provision is non -negotiable by any
department and/or Consultant.
20.3 All new electrical installations shall incorporate NFPA 70E Short Circuit Protective Device Coordination and Arc Flash
Studies where relevant as determined by the engineer.
20.4 All electrical installations shall be labeled with appropriate NFPA 70E arch flash boundary and PPE Protective labels.
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21. POLLUTION PREVENTION
The vendor is required to implement industry relevant pollution prevention and best management practices. Should pollution
incidents occur, Collier County Pollution Control must be notified immediately.
22. LICENSES
22.1 The Consultant is required to possess the correct Business Tax Receipt, professional license, and any other authorizations
necessary to carry out and perform the work required by the project pursuant to all applicable Federal, State and Local
Law, Statute, Ordinances, and rules and regulations of any kind. Additionally, copies of the required licenses must be
submitted with the proposal response indicating that the entity proposing, as well as the team assigned to the County
account, is properly licensed to perform the activities or work included in the c ontract documents. Failure on the part of
any Consultant to submit the required documentation may be grounds to deem Consultant non -responsive. A Consultant,
with an office within Collier County is also required to have an occupational license.
22.2 All State Certified contractors who may need to pull Collier County permits or call in inspections must complete a Collier
County Contractor License registration form and submit the required fee. After registering the license/registration will
need to be renewed thereafter to remain “active” in Collier County .
22.3 If you have questions regarding professional licenses contact the Contractor Licensing, Community Development and
Environmental Services at (239) 252-2431, 252-2432 or 252-2909. Questions regarding required occupational licenses,
please contact the Tax Collector’s Office at (239) 252 -2477.
23. SURVIVABILITY
The Vendor agrees that any Purchase Order/Work Order/Solicitation Documents that extends beyond the expiration date
of the original Solicitation will survive and remain subject to the terms and conditions of that Agreement until the
completion or termination.
24. PRINCIPAL/COLLUSION
By submission of this Proposal the undersigned, as Consultant, does declare that the only person or persons interested in
this Proposal as principal or principals is/are named therein and that no person other than therein mentioned has any
interest in this Proposal or in the contract to be entered into; that this Proposal is made without connection with any
person, company or parties making a Proposal, and that it is in all respects fair and in good faith without collusion or
fraud.
25. RELATION OF COUNTY
It is the intent of the parties hereto that the Consultant shall be legally considered an independent Consultant, and that
neither the Consultant nor their employees shall, under any circumstances, be considered employees or agents of the
County, and that the County shall be at no time legally responsible for any negligence on the part of said Consultant, their
employees or agents, resulting in either bodily or personal injury or property damage to any individual, firm, or
corporation.
26. TERMINATION
Should the Consultant be found to have failed to perform services in a manner satisfactory to the County, the County may
terminate this Agreement immediately for cause; further the County may terminate this Agreement for convenience with a
thirty (30) day written notice. The County shall be sole judge of non -performance. In the event that the award of this
solicitation is made by the Procurement Services Director, the award and any resultant purchase orders may be terminated
at any time by the County upon thirty (30) days written notice to the awarded vendor(s) pursuant to the Board’s
Procurement Ordinance.
27. LOBBYING
After the issuance of any solicitation, no current or prospective vendor or any person acting on their behalf, shall contact,
communicate with or discuss any matter relating to the solicitation with any Collier County employee or elected or
appointed official, other than the Procurement Services Director or his/her designees. This prohibition ends upon
execution of the final contract or upon cancellation of the solicitation. Any current or prospective vendor that lobbies any
Collier County employee or elected or appointed official while a solicitation is open or being recommended for award (i)
may be deemed ineligible for award of that solicitation by the Procurement Services Director, and (ii) will be subject to
Suspension and Debarment outlined in section Twenty-eight of County Ordinance 2017-08.
28. CERTIFICATE OF AUTHORITY TO CONDUCT BUSINESS IN THE STATE OF FLORIDA (Fl Statute 607.1501)
In order to be considered for award, firms must be registered with the Florida Department of State Divisions of
Corporations in accordance with the requirements of Florida Statute 607.1501 and provide a certificate of authority
(www.sunbiz.org/search.html) prior to execution of a contract. A copy of the document may be submitted with the
solicitation response and the document number shall be identified. Firms who do not provide the certificate of authority at
the time of response shall be required to provide same within five (5) days upon notification of selection for award. If the
firm cannot provide the document within the referenced timeframe, the County reserves the right to award to another firm.
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29. SINGLE PROPOSAL
Each Consultant must submit, with their proposal, the required forms included in this R PS. Only one proposal from a legal
entity as a primary will be considered. A legal entity that submits a proposal as a primary or as part of a partnership or
joint venture submitting as primary may not then act as a sub -consultant to any other firm submitting under the same RPS.
If a legal entity is not submitting as a primary or as part of a partnership or joint venture as a primary, that legal entity may
act as a sub-consultant to any other firm or firms submitting under the same RPS. All submittals in viol ation of this
requirement will be deemed non-responsive and rejected from further consideration.
30. PROTEST PROCEDURES
30.1 Any prospective vendor / proposer who desires to protest any aspect(s) or provision(s) of the solicitation (including the
form of the solicitation documents or procedures) shall file their protest with the Procurement Director strictly in
accordance with the County’s current Procurement Ordinance and policies.
30.2 Any actual or prospective respondent who desires to formally protest the recom mended contract award must file a notice
of intent to protest with the Procurement Director within three (3) calendar days (excluding weekends and County
holidays) of the date that the recommended award is posted.
30.3 Upon filing of said notice, the protesting party will have five (5) days to file a formal protest and will be given
instructions as to the form and content requirements of the formal protest. A copy of the "Protest Policy" is available at
the office of the Procurement Director.
31. PUBLIC ENTITY CRIME
A person or affiliate who has been placed on the convicted Consultant list following a conviction for a public entity crime
may not submit a bid, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a
bid, proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work;
may not submit bids, proposals, or replies on leases of real property to a public entity; may not be awarded or perform
work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity; and may not transact
business with any public entity in excess of the threshold amount provided in s. 287.017 for CATEGORY TWO for a
period of 36 months following the date of being placed on the convicted Consultant list.
32. SECURITY AND BACKGROUND CHECKS
32.1 The Contractor is required to comply with County Ordinance 2004 -52, as amended. Background checks are valid for five
(5) years and the Contractor shall be responsi ble for all associated costs. If required, Contractor shall be responsible for the
costs of providing background checks by the Collier County Facilities Management Division for all employees that shall
provide services to the County under this Agreement. This may include, but not be limited to, checking federal, state and
local law enforcement records, including a state and FBI fingerprint check, credit reports, education, residence and
employment verifications and other related records. Contractor shall b e required to maintain records on each employee
and make them available to the County for at least four (4) years.
32.2 All of Contractor’s employees and subcontractors must wear Collier County Government Identification badges at all
times while performing services on County facilities and properties. Contractor ID badges are valid for one (1) year from
the date of issuance and can be renewed each year at no cost to the Contractor during the time period in which their
background check is valid, as discussed below. All technicians shall have on their shirts the name of the contractor’s
business.
32.3 The Contractor shall immediately notify the Collier County Facilities Management Division via e -mail (DL-
FMOPS@colliergov.net) whenever an employee assigned to Collier County separates from their employment. This
notification is critical to ensure the continued security of Collier County facilities and systems. Failure to notify within
four (4) hours of separation may result in a deduction of $500 per incident.
32.4 CCSO requires separate fingerprinting prior to work being performed in any of their locations. This will be coordinated
upon award of the contract. If there are additional fees for this process, the vendor is responsible for all costs.
33. CONFLICT OF INTEREST
Consultant shall complete the Conflict of Interest Affidavit included as an attachment to this R PS document. Disclosure
of any potential or actual conflict of interest is subject to County staff review and does not in and of itself disqualify a firm
from consideration. These disclosures are intended to identify and or preclude conflict of interest situations during
contract selection and execution.
34. PROHIBITION OF GIFTS TO COUNTY EMPLOYEES
No organization or individual shall offer or give, either d irectly or indirectly, any favor, gift, loan, fee, service or other
item of value to any County employee, as set forth in Chapter 112, Part III, Florida Statutes, the current Collier County
Ethics Ordinance and County Administrative Procedure 5311. Violation of this provision may result in one or more of the
following consequences: a. Prohibition by the individual, firm, and/or any employee of the firm from contact with County
staff for a specified period of time; b. Prohibition by the individual and/or fi rm from doing business with the County for a
specified period of time, including but not limited to: submitting bids, R PS, and/or quotes; and, c. immediate termination
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of any contract held by the individual and/or firm for cause.
35. IMMIGRATION LAW AFFIDAVIT CERTIFICATION
35.1 Statutes and executive orders require employers to abide by the immigration laws of the United States and to employ only
individuals who are eligible to work in the United States.
35.2 The Employment Eligibility Verification System (E -Verify) operated by the Department of Homeland Security (DHS) in
partnership with the Social Security Administration (SSA), provides an Internet -based means of verifying employment
eligibility of workers in the United States; it is not a substitute for any other employment eligibility verification
requirements. The program will be used for Collier County formal Invitations to Bid (ITB) and Request for Proposals
(RFP) including Request for Professional Services (RPS) and construction services.
35.3 Exceptions to the program:
35.3.1 Commodity based procurement where no services are provided.
35.3.2 Where the requirement for the affidavit is waived by the Board of County Commissioners
35.4 Consultants / Bidders are required to enroll in the E -Verify program, and provide acceptable evidence of their enrollment,
at the time of the submission of the Consultant’s/bidder’s proposal. Acceptable evidence consists of a copy of the
properly completed E-Verify Company Profile page or a copy of the fully executed E -Verify Memorandum of
Understanding for the company. Consultants are also required to provide the Collier County Procurement Services
Division an executed affidavit certifying they shall com ply with the E-Verify Program. The affidavit is attached to the
solicitation documents. If the Bidder/Consultant does not comply with providing the acceptable E -Verify evidence and the
executed affidavit the bidder’s / Consultant’s proposal may be deemed non-responsive.
35.5 Additionally, Consultants shall require all subcontracted Consultants to use the E -Verify system for all purchases not
covered under the “Exceptions to the program” clause above.
35.6 For additional information regarding the Employment Eligibility Verification System (E-Verify) program visit the
following website: http://www.dhs.gov/E-Verify. It shall be the Consultant’s responsibility to familiarize themselves with
all rules and regulations governing this program.
35.7 Consultant acknowledges, and without exception or stipulation, any firm(s) receiving an award shall be fully responsible
for complying with the provisions of the Immigration Reform and Control Act of 1986 as located at 8 U.S.C. 1324, et seq.
and regulations relating thereto, as either may be amended and with the provisions contained within this affidavit. Failure
by the awarded firm(s) to comply with the laws referenced herein or the provisions of this affidavit shall constitute a
breach of the award agreement and the County sh all have the discretion to unilaterally terminate said agreement
immediately.
VENDOR CHECKLIST
***Vendor should check off each of the following items as the necessary action is completed (please see, Vendor Check List) ***
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IL
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Collier County | Impact Fee Studies and Fiscal Analysis
April 9, 2021
Ms. Viviana Giarimoustas, Procurement Strategist
Collier County
Procurement Services
3295 E. Tamiami Trail, Building C2
Naples, FL 34112
Dear Ms. Giarimoustas:
Tindale-Oliver & Associates, Inc., dba Tindale Oliver, is pleased to submit this
proposal as an expression of interest in the Collier County Impact Fee Studies
and Fiscal Analysis project. Our team of professionals has extensive experience
and knowledge in preparing impact fee studies for multiple program areas,
including those adopted by Collier County.
Located in southwest Florida, Collier County continues to experience population
growth and associated need for additional infrastructure. To address
infrastructure needs, the County implemented impact fees in twelve program
areas. To comply with legal requirements, Collier County routinely updates its
impact fee program to ensure the fees are fair and equitable. Tindale Oliver has
been providing impact fee related services to Collier County since the early
1990s and is very familiar with the County’s impact fee structure. In addition to
technical studies, services provided to the County included assistance in
preparing the Annual Update and Inventory Report (AUIR), indexing studies,
review of alternative fee calculations, and assistance with fee administration,
among others.
In terms of philosophy and general approach, Tindale Oliver differentiates itself
in the following three categories, and we have prepared this proposal based on
these differentiators:
> Institutional Knowledge
> Insight
> Outcomes
Institutional Knowledge and Insight
Throughout our history, Tindale Oliver has earned a national reputation as a
leader in impact fee studies and, more importantly, in their acceptance and
implementation. We are a Florida-based firm that has successfully completed
more than 400 impact fee studies throughout Florida and the United States. We
are currently working with multiple communities on their impact fee programs,
and we continuously and closely follow recent and potential legislative changes.
As such, we have a strong understanding of conditions and legal requirements
relevant to each jurisdiction.
It is important to note that no impact fee study conducted by Tindale Oliver has
ever been successfully challenged in any court system. Tindale Oliver is unique
in that most of our principals and senior professional staff are experienced in
impact fees. The founders and subsequent leaders of the firm come from
public sector backgrounds and have operated multiple departments, with
experience that translates into a practical understanding of issues that
Collier County Impact Fee Studies and Fiscal Analysis
Cover Letter
Solicitation # 21-7868
Collier County Impact Fee Studies
and Fiscal Analysis
PRIME CONSULTANT
Tindale Oliver
1000 N. Ashley Drive
Suite 400
Tampa, FL 33602
PROJECT CONTACTS
Nilgün Kamp, AICP
Principal/Director of Public Finance
Role: Project Manager
Phone: (813) 224-8862
Fax: (813) 226-2106
NKamp@tindaleoliver.com
Steven A. Tindale, P.E., FAICP
President/Chief Executive Officer
Role: Principal-in-Charge
Phone: (813) 224-8862
Fax: (813) 226-2106
STindale@tindaleoliver.com
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COVER LETTER
Collier County | Impact Fee Studies and Fiscal Analysis
government officials face in planning, designing, financing and implementing capital projects. In addition, the
Tindale Oliver Team includes engineers, economists, planners, and GIS specialists. This substantial experience
ensures the dedication of resources that will result in studies that are completed on time and supported by reliable
and accurate information.
Included in our proposal is a map presenting numerous Florida jurisdictions served by Tindale Oliver for impact fee
studies, as well as several references. We encourage you to contact our clients. Tindale Oliver not only has significant
Florida experience, including studies performed for Collier County, but we have been involved in impact fees since
our inception and have addressed issues related to impact fees, growth management, and economic
development goals through various economic and demographic cycles. Studies developed by Tindale Oliver not
only calculate impact fee rates, but also document cost of growth that can be used during pre-negotiations with large
developments, even during sporadic growth cycles. The institutional knowledge gained from our experience cannot
be matched by any other firm in the industry.
Insight and Outcomes
The County has requested professional services related to the update of its impact fee program. Our proposal
describes an exceptional insight that has produced especially effective outcomes for our clients over the past 32
years. Our related project descriptions included in this proposal provide examples of insight offered and effective
outcomes achieved through Tindale Oliver’s work for several of our clients to help them reach their growth
management and economic development goals. With our dedicated Public Finance Group, we are able to meet most
desired time frames while still providing high-quality products.
In conclusion, we would like to emphasize the personal commitment of our team to perform impact fee studies and
related services of the highest quality within the County’s desired time frame. Our studies will address your
objectives and focus on impact fee strategies that result in accurate and equitable impact fee programs that
fulfill all the legal requirements. We look forward continuing to provide our services to Collier County.
Sincerely,
Steven A. Tindale, P.E., FAICP Nilgün Kamp, AICP
President/Chief Executive Officer Principal/Director of Public Finance
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TABLE OF CONTENTS
Cover Letter
Tab 1: Ability of Professional Personnel
Firm Overview .................................................................................... 1-1
Tindale Oliver Florida Public Finance Experience (map) ................. 1-5
Tindale Oliver Team Organizational Chart ....................................... 1-6
Team Resumes ................................................................................... 1-7
Tab 2: Certified Minority Business Enterprise
MBE Statement .................................................................................. 2-1
Tab 3: Past Performance
Relevant Project Experience and References ................................... 3-1
Reference Questionnaires and Project Summaries .......................... 3-2
Tab 4: Location
Office Location ................................................................................... 4-1
Tab 5: Recent, Current, and Projected Workloads of the Firm
Current and Projected Workloads ..................................................... 5-1
Tab 6: Required Forms
Required Forms and Attachments .................................................... 6-1
Form 1: Vendor Declaration Statement
Form 2: Conflict of Interest Certification
Tindale Oliver Certificate of Corporate Status
Form 3: Immigration Affidavit Certification
E-Verify Company Profile Page
Form 4: Vendor Submittal - Local Vendor Preference Certification (not
applicable)
Tindale Oliver W-9 Form
Vendor’s Insurance Statement
Addendum No. 1
Addendum No. 2
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16.F.2.b
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ABILITY OF PROFESSIONAL
PERSONNEL
Firm Overview
Tindale-Oliver & Associates, Inc. (dba Tindale Oliver) is an “S” corporation
founded in the state of Florida 32 years ago in February 1989. Since its
establishment, Tindale Oliver has provided industry-leading public
finance, community planning, multimodal transportation and transit
solutions to public sector clients throughout the U.S. By combining
creativity and insight with technical expertise and national and regional
knowledge, the firm delivers quality, innovative finance and
infrastructure planning and engineering services that have led to a
national reputation for exceptional client service and insightful,
actionable solutions to issues that government officials face in planning,
designing, financing, and implementing projects and policies.
Headquartered in Tampa, Florida, its 75 staff include professional
engineers, certified planners, LEED and GIS professionals, and ADA
accessibility inspectors, as well as numerous planners, economists, GIS
analysts, and graphics specialists. Tindale Oliver has supported clients in
22 states, the District of Columbia, and Puerto Rico.
Tindale Oliver has successfully provided services on numerous similar
projects in various locations throughout the State of Florida, including
Collier County. A map of our Florida public finance experience is included
on page 1-5.
Public Finance & Infrastructure Experience
Tindale Oliver’s Public Finance & Infrastructure Planning Team
specializes in impact fee studies, user fees, assessments, alternative
funding studies as well as infrastructure plans. We are very familiar with
various methodologies used to prepare fees and know how to apply each
methodology correctly to ensure that the fee payer is not overcharged
and that the fees are technically defensible. Tindale Oliver has been
developing or updating Collier County’s impact fee programs since early
1990s, and therefore, is very familiar with the County’s fee structure. As
part of the impact fee studies for Collier County, Tindale Oliver worked
with the County’s outside counsel on a regular basis.
Differentiating Features
The following paragraphs provide a summary of the Tindale Oliver
Team’s unique qualifications, experience, and innovations upon which
we will draw in preparing the impact fee studies and providing related
technical and administrative assistance to Collier County.
Impact Fee Methodology – Tindale Oliver principals have published
articles on technical approach to developing impact fee programs. These
articles discussed and compared various methodologies available, such
as consumption based and improvements based methodologies, set the
standard for impact fee studies and have been used by many agencies
across the US to develop impact fee programs, including work by other
consultants.
Trip Characteristics Studies for Impact Fees – Tindale Oliver has extensive
experience in conducting trip characteristics studies for impact fees. Our
trip characteristics database includes 345 studies on 40 different land
uses, including studies completed in Collier County. Data from these
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ABILITY OF PROFESSIONAL PERSONNEL 1
1 - 2 Collier County | Impact Fee Studies and Fiscal Analysis
studies include trip generation, trip length, and percent
new trips for each land use.
This information has been used in the development or
update of impact fees and the creation of land use
category trip characteristics for communities in Florida
and other states. All of the firm’s principals have
managed, supervised, and/or conducted trip
characteristic studies.
ITE Trip Length Subcommittee – Steve Tindale was the
chair of the ITE Trip Length Subcommittee that
developed trip length data for more than 30 land uses.
He participated on the panel that introduced this
information at the 67th Annual Meeting of the ITE.
Student Generation Analysis — The diverse make-up of
our firm allows Tindale Oliver staff to develop innovative
methods and approaches to completing projects. For
example, Tindale Oliver is one of the few consultants in
Florida to successfully calculate student generation rates
(SGR) using Geographic Information Systems (GIS) by
spatially tying student addresses to parcel data. This
analysis provides the number of students per household,
by type and size of dwelling unit and by location, based
on the most current data available. Tindale Oliver used
this approach for multiple school impact fees
throughout the state, including those for Collier County.
Fire/EMS Impact Fee Methodologies – Tindale Oliver staff
are very knowledgeable about different methodologies
used to calculate fire/EMS impact fees as well as fire
assessments and have used fire-flow, call-based, and
functional population-based approaches in our impact
fee and assessment work. We have worked with incident
data through impact fee and fire assessment fee studies
and are very familiar with National Fire Incident
Reporting System (NFIRS) and National Fire Protection
Association (NFPA) standards and ISO requirements and
ratings that tend to influence decisions on the timing
and location of capital assets.
Indexing Studies — Tindale Oliver introduced indexing of
impact fees as part of the implementation process to
moderate fluctuations between complete study updates.
This approach moderated both revenue loss for local
governments and fluctuations in fee levels for the
development community. During the time period with
significant cost fluctuations, Tindale Oliver worked with
Collier County to develop a localized indexing approach,
which was later refined to reflect cost decreases. Given
this experience, we are extremely familiar with the
indexing methodology used for the County’s impact fees.
Economic Growth Impact Fee Methodology – Tindale
Oliver developed a methodology that allows impact fees
to be sensitive to the growth rate of the jurisdiction or
variation in the growth rate in subareas within a
jurisdiction. We have directly tied the rate of growth in
the impact fee equation and are now using this concept
in our current impact fee studies. The methodology has
been applied in impact fee studies completed for and
adopted by the City of Albuquerque, NM, the City of
Orlando, FL, and the Florida counties of Indian River,
Pasco, and Marion.
Alternative Studies/Land Use Designation/Administrative
Support — Tindale Oliver provides on-going support to its
clients, including evaluation of alternative impact fee
studies as well as questions regarding the administration
of the impact fees, land use designations, changes in
legal requirements, among others. Tindale Oliver
provided these services to Collier County routinely and
assisted the County in the update of its Administrative
Manual.
Comparative Databases – Tindale Oliver has compiled a
cost database that includes unit costs for several
infrastructure program areas, including fees adopted by
Collier County. This database supplements local
information, which tends to have a small sample size
and serves as a quality-control mechanism to determine
whether the local costs are out of the range of what
other jurisdictions experience. Similarly, our revenue
credit database compares non-impact fee funding levels
between jurisdictions and serves as a quality-control tool
to ensure that the data used for impact fee calculations
are accurate.
Economic and Demographic Analysis — Tindale Oliver
maintains a database of demographic and economic
characteristics of multiple counties and cities, historical
trends, current rank of each jurisdiction in terms of each
variable and the variation in this rank over time. Some of
the variables included in the database are population
(current, historical, projected), growth rates (rates and
absolute growth), tax base distribution, permitting
levels, employment, wages, income, taxable revenue per
capita (property, fuel, sales, etc.), among others. This
database and information enable Tindale Oliver to
identify more productive revenue sources and provide a
perspective to each jurisdiction about their historical,
current, and future conditions to make informed policy
decisions.
Public Involvement/Presentations – Principals of Tindale
Oliver have prepared and made more than 700
presentations on fees during the last 32 years. Our staff
are qualified to prepare materials for impact fee
adoption hearings, respond to questions from citizens
and technical committees, and develop strategies that
result in the successful implementation of new and
updated ordinances. We also have worked very closely
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with fee evaluation and review committees and have
been successful in building consensus among people with
different opinions on a variety of fee-related topics.
Given on-going restrictions due to COVID-19, Tindale
Oliver currently offers multiple virtual meeting options to
its clients to ensure that the projects remain on schedule.
Examples of these options include GoToMeeting,
GoToWebinar, MSTeams, and Zoom. Depending on the
scope of the meeting and number of participants, certain
platforms perform better than others. We have had much
success conducting different types of meetings using
these platforms, including staff meetings/presentations,
public open houses, various Advisory/Stakeholder
Committee presentations, and Board presentations/
adoption hearings.
Infrastructure Planning/Master Plans and CIP/CIE
Preparation – Tindale Oliver has prepared Parks Master
Plans, Fire Station Master Plans, Long Range
Transportation Plans, Transit Development Plans, traffic
impact analyses, School Master Plans, and other planning
documents for local governments. We understand the
relationship between fees, master plans, and economic
development and growth management goals. With this
experience, we address differential needs and funding on
a countywide versus subarea basis, and this combination
of providing infrastructure planning and funding services
is one of the unique capabilities Tindale Oliver offers.
Several of these studies and our impact fee work resulted
in Tindale Oliver working with the local governments to
prepare a list of capital improvement projects and
potential funding sources that can be incorporated into
Capital Improvement Plans, Capital Improvement
Elements, and Business Plans. This type of information
allows local governments to make informed decisions in
light of type of projects that may be built with impact fee
revenues or that may not be built under various discount
scenarios.
Tindale Oliver assisted Collier County in the preparation
of the Annual Update of Inventory Report (AUIR) in terms
of level of service analysis and research, revenue
projections, funding analysis, and nexus certification.
Through this experience, we are very familiar with the
County’s AUIR process.
Fiscal Impact Studies — Tindale Oliver assists its client in
the evaluation/refinement of fiscal impact studies. These
studies include a review of marginal versus average cost
implications, incorporating growth rates and density
levels into the fiscal impact analysis, review of capital
and operating cost variables, revenue generation by land
use, and other similar aspects.
Expert Testimony – Steve Tindale has provided expert
testimony and research on impact fee-related matters in
several cases. Testimony has included a discussion that a
development’s impact fees did not constitute “adequate
provision” to mitigate all traffic impacts associated with
an overpass, demonstration that a developer’s traffic
study was flawed and incomplete, and parking testimony
in an eminent domain case concerning the use of land for
a parking garage. His testimony in these cases was key to
winning an across-the-board victory for government
clients in each of these cases.
Nationally Recognized – Nilgün Kamp is a member of the
Growth and Infrastructure Consortium (GIC) (formerly
National Impact Fee Roundtable), serving on the Board of
Directors. She and Steve Tindale routinely make
presentations and moderate sessions at annual GIC
meetings.
Institutional Knowledge, Insight, and Outcomes – Our
knowledge and insight, as described in this section,
provide our clients with informative outcomes relevant to
their specific needs.
Tindale Oliver 508 Expertise
Tindale Oliver has prepared ADA-compliant documents
for our public sector clients and follows the principles and
associated guidelines in the Web Content Accessibility
Guidelines (WCAG) 2.0 Level AA. Our in-house expert has
extensive experience in preparing ADA accessible
documents, ranging from complex technical documents
to graphically-intensive executive summaries.
In summary, Tindale Oliver specializes in the
development of impact fees, assessments, user fees and
other funding methods and their successful
implementation, as evidenced in our previous work for
many jurisdictions throughout Florida.
Project Management Team
Key management staff for the Collier County Impact Fee
Studies and Fiscal Analysis contract are indicated below.
The Principal-in-Charge and Project Manager will not be
changed without the express permission of the County.
Steve Tindale, P.E., FAICP will serve as the Principal-in-
Charge for this project. He will provide the overall
direction of the studies, review analysis and reports, and
attend meetings and presentations. For over 50 years,
Steve’s primary work activities have involved public
finance studies and their implementation. He also has
written papers on public finance methodologies and
introduced new concepts. As the Public Works Director for
the City of Tampa, he was responsible for several
departments and has an in-depth understanding of
operating budgets and capital infrastructure programs.
Steve served as the Principal-in-Charge for Collier County
impact fee studies since the early 1990s.
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Nilgün Kamp, AICP will serve as the Project Manager for
this project. Nilgün has 27 years of public finance
experience and has managed over 350 impact fee and
infrastructure planning studies. With a graduate degree in
economics, she offers significant experience with annual
budgets, capital improvement programs, and project
expenditures to develop or update the demand, cost, and
revenue components for assessments, user and impact
fees. Nilgün will be responsible for the day-to-day
management of the study and will serve as the key
contact for the Tindale Oliver Team. She has been in this
role for Collier County impact fee studies since 2004 and
is very familiar with the County’s current impact fee
structure.
In addition to this management team, Tindale Oliver staff
includes individuals with extensive database and
analytical skills. This type of capability is highly important
for impact fee studies in terms of being able to extract the
necessary data, test the accuracy of the data, and
conduct a high-quality and accurate analysis that is
explained clearly to the community through the use of
easy-to-follow graphs, charts, and tables.
Availability of these skills in-house also allows Tindale
Oliver to provide its services in a cost-effective manner.
Team Organizational Chart and Resumes
An organizational chart illustrating the key staff to be
assigned to this project is provided on page 1-6, followed
by detailed resumes demonstrating the significant
qualifications and relevant experience offered by our
team of skilled and dedicated professionals.
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Tindale Oliver
Florida Public Finance Experience
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Collier County Impact Fee Studies and Fiscal Analysis
Tindale Oliver Team Organizational Chart
Collier County
Project Manager
Technical Study
Nilgun Kamp, AICP
Steve Tindale, P.E., FAICP
Robert Layton
Steve Infanti, AICP
Patrick Dougherty, AICP
Meetings/Presentations
Steve Tindale, P.E., FAICP
Nilgun Kamp, AICP
Management Team
Steve Tindale, P.E., FAICP
Principal-In-Charge
Nilgün Kamp, AICP
Project Manager
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Steve’s primary work activities over the last 52 years have involved public funding studies and
implementation of related ordinances. He has been involved in the development of impact
fees, assessments, and user fees for a variety of infrastructure types, including fire/EMS,
schools, parks and recreation, law enforcement, libraries, solid waste, government buildings,
and transportation. Prior to this, he was the Public Works Director for the City of Tampa. At
this capacity, he worked with several departments, addressing operating and capital budgets
and balancing revenues with the level of service provided. His involvement includes studies
for the Cities of Oviedo, Bartow, Tampa, Lakeland, Parkland, Hallandale Beach, and Palm
Beach Gardens, as well as Collier, Orange, Brevard, Broward, Palm Beach, Marion, Hernando
and Charlotte counties. Steve introduced the concepts of “marginal costs” and “value
added” to impact fee analysis. This was accomplished through the use of extensive database
and spreadsheet analysis allowing sophisticated calculations to be made for complete
systems and system improvements.
Furthermore, in 1991, Steve was awarded “Most Outstanding Paper” from the Planning
Council of the Institute of Transportation Engineers for a paper entitled “Impact Fees—Issues,
Concepts, and Approaches.” He presented a paper entitled “Smart Growth” at the Impact Fee
Symposium in Atlanta and regularly speaks at the Growth & Infrastructure Consortium (GIC,
formerly known as National Impact Fee Roundtable).
Steve Tindale, P.E., FAICP
Principal/President and Chief Executive Officer
Role: Principal-In-Charge
Office Location
Tampa, FL
Education
> MS, Business
Administration/
Management, University of
South Florida (1976)
> BS, Engineering, University
of South Florida (1970)
Years of Experience
52
Years with Tindale Oliver
32
Certifications
> Florida P.E. #16434 (1977)
> AICP #014432 (1999)
Professional Affiliations
> College of Fellows,
American Institute of
Certified Planners (FAICP)
> American Planning
Association (APA)
> American Public Works
Association (APWA)
> Institute of Transportation
Engineers (ITE)
> Urban Traffic Engineers
Council (UTEC)
Impact Fee Studies
Transportation/Mobility
> Palm Beach County (2014, 2021)
> City of Orlando (2012, 2021)
> City of Hollywood (2020)
> Flagler County (2020)
> Manatee County (2020)
> Martin County (2020)
> Hernando County (2013, 2019)
> Indian River County (2004, 2013, 2019)
> Hillsborough County (2016, 2019)
> City of Apopka (2019)
> City of Lakeland (1991, 2008, 2014,
2019)
> City of Tampa (2007, 2014, 2018)
> Sumter County (2008, 2014, 2018)
> Collier County (2005, 2008, 2010, 2013,
2018)
> City of Mount Dora (2018)
> City of Tamarac (2018)
> City of Oviedo (2005, 2013, 2018)
> City of Hallandale Beach (2018)
> Orange County (2013, 2017)
> City of Bozeman, MT (2007, 2017)
> St. Lucie County (2016)
> City of Sarasota (2016)
> City of St. Cloud (2003, 2006, 2016)
> City of Palm Beach Gardens (2016)
> Village of Royal Palm Beach (2016)
> Marion County (2014)
> Brevard County (1990, 1999, 2014)
> Charlotte County (1997, 2013)
> Pasco County (2001, 2006, 2013)
> Osceola County (2011)
> City of North Port (2011)
> City of Haines City (2009)
> Leon County (2008)
> Panama City (2008)
> City of Helena, MT (2007, 2009)
> Lewis & Clark County, MT (2007, 2009)
> Highlands County (2006)
> City of Deltona (2006)
> City of Ft. Pierce (2006)
> Polk County (2005, 2009)
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> City of Palm Coast (2004)
> City of Kissimmee (2003, 2006)
> Pasco County (2001, 2006, 2013)
> City of Casselberry (2013)
> Lake County (2001, 2007)
> Pinellas County (1990)
> City of Plant City (1989, 2001, 2002)
Law Enforcement
> Palm Beach County (2014, 2021)
> City of Hollywood (2020)
> Village of Palm Springs (2020)
> Hernando County (2020)
> Flagler County (2020)
> Martin County (2020)
> Manatee County (2020)
> City of Lakeland (2006, 2009, 2014, 2019)
> Indian River County (2004, 2013, 2019)
> City of Mount Dora (2018)
> City of Oviedo (2005, 2013, 2018)
> City of Hallandale Beach (2018)
> Orange County (2017)
> City of Palm Beach Gardens (2016)
> Collier County (2005, 2006, 2010, 2015)
> City of Casselberry (2013)
> Charlotte County (2013)
> City of North Port (2011)
> Panama City (2008)
> City of Bozeman, MT (2007)
> City of Helena, MT (2007)
> Lewis & Clark County, MT (2007)
> City of St. Pete Beach (2006, 2007)
> Highlands County (2006)
> City of Tavares (2006)
> Citrus County (2006)
> City of Plant City (1989, 2006)
Fire/EMS
> Palm Beach County (2014, 2021)
> City of Ocala (2018, 2020, 2021)
> Hernando County (2015, 2021)
> Lake County (2007, 2011, 2013, 2015, 2016, 2017, 2018,
2019, 2020, 2021)
> Seminole County (2020)
> City of Hollywood (2013, 2020)
> Charlotte County (2020)
> Martin County (2020)
> City of Lakeland (2006, 2009, 2014, 2019)
> City of Lake City (2008, 2009, 2014, 2015, 2017, 2019)
> Indian River County (2004, 2013, 2019)
> City of Mount Dora (2019)
> City of Lauderdale Lakes (2018)
> City of Oviedo (2005, 2013, 2018)
> North Collier Fire District (2004, 2015, 2017, 2019)
> City of Bartow (2010, 2015, 2016, 2017, 2018, 2019)
> City of Hallandale Beach (2018)
> City of Bozeman, MT (2018)
> Collier County (2005, 2010, 2014,2018)
> Columbia County (2013, 2017)
> Orange County (2005, 2013, 2017)
> City of Palm Beach Gardens (2016)
> Greater Naples Fire District (2004, 2015)
> Brevard County (2014)
> City of Casselberry (2013)
> City of Palm Bay (2011)
> City of North Port (2011)
> City of Palm Bay (2011)
> City of Helena, MT (2007, 2009)
> Sumter County (2009)
> Volusia County (2008)
> Panama City (2007-2008)
> St. Lucie County (2007)
> City of St. Pete Beach (2006, 2007)
> City of Tavares (2006)
> City of Plant City (1999, 2006)
Parks and Recreation
> Palm Beach County (2014, 2021)
> Lake County (2021)
> Hernando County (2020)
> Flagler County (2020)
> Village of Palm Springs (2020)
> City of Hollywood (2020)
> Martin County (2020)
> Manatee County (2020)
> Indian River County (2013, 2019)
> City of Lakeland (2006, 2009, 2014, 2019)
> Collier County (2009, 2013, 2018)
> City of Mount Dora (2018)
> City of Tamarac (2018)
> City of Oviedo (2005, 2013, 2018)
Steve Tindale, P.E., FAICP
Principal/President and Chief Executive Officer
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> City of Hallandale Beach (2018)
> Orange County (2012, 2017)
> Town of Wake Forest, NC (2017)
> City of Palm Beach Gardens (2016)
> City of Largo (2016)
> Charlotte County (2013)
> City of Casselberry (2013)
> City of North Port (2011)
> Panama City (2008)
> City of St. Pete Beach (2006, 2007)
> City of Ft. Pierce (2006)
> City of Tavares (2006)
> City of Deland (2004)
> City of Plant City (1989, 2002)
> Brevard County (1999)
Public Library
> Palm Beach County (2014, 2021)
> Seminole County (2020)
> Martin County (2020)
> Manatee County (2020)
> Flagler County (2020)
> City of Lakeland (2014, 2019)
> City of Mount Dora (2018)
> Brevard County (2014)
> Collier County (2004, 2006, 2010, 2014)
> Indian River County (2004, 2013)
> City of Parkland (2011)
> Lake County (2007)
> Highlands County (2006)
> Citrus County (2006)
> City of St. Pete Beach (2006, 2007)
Schools
> Palm Beach County (2014, 2021)
> Seminole County (2015, 2017, 2020, 2021)
> Orange County (2007, 2009, 2016, 2018, 2020)
> Hillsborough County (2017, 2020)
> Broward County (2017, 2020)
> Collier County (2006, 2010, 2014, 2018)
> Indian River County (2013, 2019)
> Lake County (2015, 2018)
> Volusia County (2013, 2018)
> Hernando County (2013, 2018)
> Osceola County (2009, 2012, 2014, 2017)
> Sarasota County (2015)
> Brevard County (2014)
> Pasco County (2005)
Government Buildings
> Palm Beach County (2014, 2021)
> City of Hollywood (2020)
> Flagler County (2020)
> Martin County (2020)
> Hernando County (2020)
> City of Tamarac (2018)
> City of Oviedo (2005, 2013, 2018)
> Village of Royal Palm Beach (2017)
> City of Palm Beach Gardens (2016)
> Collier County (2003, 2006, 2010, 2015)
> Indian River County (2013)
> City of Parkland (2011)
> City of North Port (2011)
> Highlands County (2006)
> Citrus County (2003, 2006)
> City of DeBary (2006)
> City of Deland (2004)
> City of Deltona (2004)
> City of Inverness (2004)
Correctional Facilities
> Collier County (2009, 2013, 2018)
> Brevard County (1999, 2014)
> Indian River County (2013)
Solid Waste/Stormwater
> Brevard County (2014)
> Indian River County (2004, 2013)
> City of North Port (2011)
> Panama City (2008)
> City of Ft. Pierce (2006)
Steve Tindale, P.E., FAICP
Principal/President and Chief Executive Officer
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Nilgün has been involved in public infrastructure financing for over 27 years. She has
served as the project manager for approximately 350 impact fee, assessment, and user
fee development and implementation studies for transportation, fire, EMS, schools, law
enforcement, correctional facilities, government buildings, solid waste, libraries, and
parks and recreational facilities.
Her experience also includes demographic and travel behavior analysis, demographic
and population projections for funding studies, travel behavior analysis, economic and
fiscal impact studies, demand components, demand analysis, and other related
assessment and impact fee support activities. She is regularly invited to make
presentations at the industry conferences.
A. Nilgün Kamp, AICP
Principal/Director of Public Finance
Role: Project Manager
Office Location
Tampa, FL
Education
> MA, Economics, University
of South Florida (1995)
> MA, International Relations
& Pacific Studies, University
of California San Diego
(1992)
> BA, Economics, University
of California San Diego
(1990)
Years of Experience
27
Years with Tindale Oliver
17
Certifications
AICP #019238 (2004)
Professional Affiliations
> American Planning
Association (APA)
> American Institute of
Certified Planners (AICP)
> Women’s Transportation
Seminar, Immediate Past
President,
Tampa Bay Chapter
> Growth and Infrastructure
Consortium, Board of
Directors, Treasurer
Impact Fee Studies
Transportation/Mobility
> St. Lucie County (2016, 2021)
> Palm Beach County (2014, 2021)
> City of Orlando (2012, 2021)
> City of Hollywood (2020)
> Flagler County (2020)
> Manatee County (2020)
> Martin County (2020)
> Hernando County (2013, 2019)
> Indian River County (2004, 2013, 2019)
> Hillsborough County (2016, 2019)
> City of Apopka (2019)
> Sumter County (2008, 2014, 2018)
> Collier County (2005, 2008, 2010, 2013,
2018)
> City of Mount Dora (2018)
> City of Tamarac (2018)
> City of Oviedo (2005, 2013, 2018)
> City of Hallandale Beach (2018)
> Orange County (2013, 2017)
> City of Bozeman, MT (2007, 2017)
> City of Sarasota (2016)
> City of St. Cloud (2003, 2006, 2016)
> City of Palm Beach Gardens (2016)
> Village of Royal Palm Beach (2016)
> City of Tampa (2007, 2014)
> Marion County (2014)
> Brevard County (2014)
> City of Lakeland (2008, 2014)
> Charlotte County (2013)
> Osceola County (2011)
> City of North Port (2011)
> City of Haines City (2009)
> Leon County (2008)
> Panama City (2008)
> City of Helena, MT (2007, 2009)
> Lewis & Clark County, MT (2007, 2009)
> Highlands County (2006)
> City of Deltona (2006)
> City of Ft. Pierce (2006)
> Polk County (2005, 2009)
> City of Palm Coast (2004)
> City of Kissimmee (2003, 2006)
> Pasco County (2006)
> Lake County (2007)
Law Enforcement
> Palm Beach County (2014, 2021)
> City of Hollywood (2020)
> Village of Palm Springs (2020)
> Hernando County (2020)
> Flagler County (2020)
> Martin County (2020)
> Manatee County (2020)
> City of Lakeland (2006, 2009, 2014,
2019)
> Indian River County (2004, 2013, 2019)
> City of Mount Dora (2018)
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> City of Hallandale Beach (2018)
> Orange County (2017)
> City of Palm Beach Gardens (2016)
> Collier County (2005, 2006, 2010, 2015)
> Indian River County (2004, 2013)
> City of Casselberry (2013)
> City of North Port (2011)
> Panama City (2008)
> City of Helena, MT (2007)
> Lewis & Clark County, MT (2007)
> City of St. Pete Beach (2006, 2007)
> Highlands County (2006)
> City of Tavares (2006)
> Citrus County (2006)
> City of Plant City (2006)
> City of Fruitland Park (2005)
> City of Deltona (2005)
Fire/EMS
> Palm Beach County (2014, 2021)
> City of Ocala (2018, 2021)
> City of Brooksville (2021)
> Hernando County (2015, 2020)
> Seminole County (2020)
> City of Hollywood (2013, 2020)
> Charlotte County (2020)
> Lake County (2007, 2011, 2013, 2015, 2016, 2018, 2019,
2020)
> Martin County (2020)
> City of Lakeland (2006, 2009, 2014, 2019)
> Indian River County (2004, 2013, 2019)
> Manatee County (2019)
> City of Mount Dora (2019)
> North Collier Fire District (2004, 2015, 2017, 2019)
> City of Lake City (2008, 2009, 2014, 2015, 2017, 2019)
> City of Bartow (2010, 2015, 2016, 2017, 2018, 2019)
> City of Lauderdale Lakes (2018)
> City of Oviedo (2005, 2013, 2018)
> City of Hallandale Beach (2018)
> City of Bozeman, MT (2018)
> Collier County (2005, 2010, 2014, 2018)
> Columbia County (2013, 2017)
> Orange County (2005, 2013, 2017)
> City of Palm Beach Gardens (2016)
> City of Clermont (2015)
> Greater Naples Fire District (2004, 2015)
> Brevard County (2014)
> City of Casselberry (2013)
> City of North Port (2011)
> City of Palm Bay (2011)
> City of Helena, MT (2007, 2009)
> Sumter County (2009)
> Lewis & Clark County, MT (2007, 2009)
> Volusia County (2008)
> Panama City (2007-2008)
> St. Lucie County (2007)
> City of St. Pete Beach (2006, 2007)
> City of Tavares (2006)
> Highlands County (2006)
> Citrus County (2006)
> City of Plant City (2006)
> City of Deltona (2005)
Parks and Recreation
> Palm Beach County (2014, 2021)
> City of Hollywood (2020)
> Village of Palm Springs (2020)
> Hernando County (2020)
> Martin County (2020)
> Flagler County (2020)
> Manatee County (2020)
> Indian River County (2004, 2013, 2019)
> Collier County (2009, 2013, 2018)
> City of Mount Dora (2018)
> City of Tamarac (2018)
> City of Hallandale Beach (2018)
> City of Oviedo (2005, 2013, 2018)
> Town of Wake Forest, NC (2017)
> Orange County (2004, 2012, 2017)
> Village of Royal Palm Beach (2017)
> City of Largo (2016)
> Brevard County (2014)
> City of Casselberry (2013)
> City of North Port (2011)
> Volusia County (2008)
> Panama City (2008)
> Lake County (2007)
A. Nilgün Kamp, AICP
Principal/Director of Public Finance
16.F.2.b
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A. Nilgün Kamp, AICP
Principal/Director of Public Finance
> City of Kissimmee (2007)
> City of St. Pete Beach (2006, 2007)
> City of Ft. Pierce (2006)
> City of Tavares (2006)
> City of Apopka (2006)
> City of DeBary (2006)
> Highlands County (2006)
> City of Helena, MT (2007, 2009)
> Lewis & Clark County, MT (2007, 2009)
> City of Deltona (2005)
Schools
> Seminole County (2015, 2017, 2020, 2021)
> Palm Beach County (2014, 2021)
> Orange County (2006, 2009, 2016, 2018, 2020)
> Hillsborough County (2017, 2020)
> Broward County (2017, 2020)
> Indian River County (2013, 2019)
> Collier County (2006, 2010, 2014, 2018)
> Lake County (2015, 2018)
> Volusia County (2013, 2018)
> Hernando County (2013, 2018)
> Osceola County (2009, 2012, 2014, 2017)
> Sarasota County (2015)
> Brevard County (2014)
> Highlands County (2006)
> Citrus County (2003, 2006)
Public Libraries
> Palm Beach County (2014, 2021)
> Hernando County (2020)
> Seminole County (2020)
> Martin County (2020)
> Manatee County (2020)
> Flagler County (2020)
> City of Lakeland (2014, 2019)
> City of Mount Dora (2018)
> Brevard County (2014)
> Collier County (2004, 2006, 2010, 2014)
> Indian River County (2004, 2013)
> City of Parkland (2011)
> Lake County (2007)
> City of St. Pete Beach (2006, 2007)
> Highlands County (2006)
> Citrus County (2006)
Government Buildings
> Palm Beach County (2014, 2021)
> City of Hollywood (2020)
> Martin County (2020)
> Flagler County (2020)
> Hernando County (2020)
> City of Tamarac (2018)
> City of Oviedo (2005, 2013, 2018)
> Village of Royal Palm Beach (2017)
> City of Palm Beach Gardens (2016)
> Collier County (2003, 2006, 2010, 2015)
> Indian River County (2004, 2013)
> City of Parkland (2011)
> City of North Port (2011)
> Highlands County (2006)
> Citrus County (2003, 2006)
> City of DeBary (2006)
> City of Ft. Pierce (2006)
> City of Deland (2004)
> City of Deltona (2004)
> City of Inverness (2004)
Correctional Facilities
> Hernando County (2020)
> Collier County (2009, 2013, 2018)
> Brevard County (2014)
> Indian River County (2004, 2013)
> Highlands County (2006)
Solid Waste/Stormwater
> Brevard County (2014)
> Indian River County (2004, 2013)
> City of North Port (2011)
> Panama City (2008)
> City of Ft. Pierce (2006)
16.F.2.b
Packet Pg. 1558 Attachment: 21-7868 TindaleOliver Proposal (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal
1 - 13 Collier County | Impact Fee Studies and Fiscal Analysis
Robert's primary experience is in public finance studies, including impact fee and
assessment studies for fire, EMS, schools, law enforcement, correctional facilities,
government buildings, transportation, solid waste, libraries, and parks and recreational
facilities. His background in economics enables him to work effectively with economic/
demographic variables, capital improvement programs, expenditure and revenue
figures, and other financial material. He also has an extensive experience with property
appraiser databases and has been involved in the preparation of administrative
manuals for several jurisdictions.
Robert Layton
Project Manager
Role: Project Planner
Office Location
Tampa, FL
Education
BA, Economics/Business
Administration, University of
Florida (2007)
Years of Experience
13
Years with Tindale Oliver
13
Professional Affiliations
American Planning Association
(APA)
Impact Fee Studies
Transportation/Mobility
> City of Hollywood (2020)
> Manatee County (2020)
> Martin County (2020)
> Hernando County (2013, 2020)
> Hillsborough County (2016, 2019)
> City of Apopka (2019)
> Indian River County (2013, 2019)
> Sumter County (2008, 2014, 2018)
> Collier County (2008, 2010, 2013, 2018)
> City of Tamarac (2018)
> City of Mount Dora (2018)
> City of Hallandale Beach (2018)
> City of Bozeman, MT (2017, 2018)
> Clay County (2017)
> Orange County (2013, 2017)
> City of Sarasota (2016)
> City of St. Cloud (2016)
> St. Lucie County (2016)
> City of Palm Beach Gardens (2016)
> Palm Beach County (2015)
> City of Tampa (2009, 2014)
> Pasco County (2014)
> Brevard County (2014)
> Marion County (2014)
> Osceola County (2011, 2014)
> City of Lakeland (2014)
> Charlotte County (2013)
> City of Oviedo (2013)
> City of Casselberry (2013)
> City of Orlando (2012)
> City of North Port (2011)
> City of Haines City (2009)
> City of Helena (MT) (2007, 2009)
> Polk County (2009)
> Lewis & Clark County (MT) (2007, 2009)
> Leon County (2008)
> Panama City (2008)
Law Enforcement
> City of Mount Dora (2018)
Fire/EMS
> City of Mount Dora (2018)
> City of Bozeman, MT (2017)
> City of Lakeland (2013)
> Collier County (2013)
Parks and Recreation
> City of Tamarac (2018)
> City of Mount Dora (2018)
> Collier County (2013)
Public Libraries
> City of Mount Dora (2018)
Government Buildings
> City of Tamarac (2018)
Schools
> Orange County (2013, 2018, 2020)
> Collier County (2008, 2013, 2020)
> Broward County (2017, 2020)
16.F.2.b
Packet Pg. 1559 Attachment: 21-7868 TindaleOliver Proposal (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal
1 - 14 Collier County | Impact Fee Studies and Fiscal Analysis
> Palm Beach County (2014, 2020)
> Hillsborough County (2016, 2017, 2020)
> Indian River County (2013, 2019)
> Lake County (2015, 2018)
> Hernando County (2013, 2018)
> Sarasota County (2015)
> Osceola County (2011, 2014)
> Sumter County (2008, 2014)
> Charlotte County (2013)
Correctional Facilities
> Collier County (2013)
Other
> Orange County Fiscal Sustainability Study (2015)
> City of Clermont User Fees (2015)
> City of Bartow Financial Services (2014)
> Orange County Alternative Road Impact Fee Studies
(2007-2010)
> Hillsborough MPO Alternative Funding Study (2011)
> Osceola County Transportation Funding Study (2011)
> Collier County Fair Share Funding (2009)
Transit/Planning
> Ocala Marion TPO 2040 LRTP
> Pasco County MPO 2040 LRTP
> Collier County MPO 2040 LRTP
> Hernando/Citrus MPO 2040 LRTP
> Pinellas County MPO 2040 LRTP
> St. Lucie County 2040 LRTP
> Broward County Transit TDP
> Pasco County MPO TDP
> City of Edgewater Community Redevelopment Plan Up-
date
Robert Layton
Project Manager
16.F.2.b
Packet Pg. 1560 Attachment: 21-7868 TindaleOliver Proposal (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal
1 - 15 Collier County | Impact Fee Studies and Fiscal Analysis
Steve is a certified planning professional with experience in Transportation Planning
and GIS applications, including travel demand modeling using Cube Voyager models
and mapping, geodatabase design and geospatial analysis using ESRI ArcGIS. Steve has
conducted numerous traffic impact studies, general traffic analysis, freight corridor
screenings, crash data analysis and other similar projects.
Impact Fee Studies
> City of Hollywood Impact Fee Study (2020)
> Martin County Mobility Plan & Fee Study (2020)
> Manatee County Mobility Plan & Fee Study (2020)
> Flagler County Impact Fee Study (2020)
> Hernando County Transportation Impact Fee Update (2013, 2019)
> Collier County (2010, 2013, 2018)
> Orange County Transportation Impact Fee (2013, 2017)
> Apopka Transportation Impact Fee Study (2019)
> City of Sarasota Citywide Mobility Plan (2015)
> Pasco County Mobility Fee Update (2015)
> City of Tampa Transportation Impact Fee Update Study (2014)
> City of Lakeland Impact Fee Update (2014)
> Indian River County Impact Fee Update (2013)
Steve Infanti, AICP
Assistant Project Manager/Senior Planner
Role: Planner
Office Location
Tampa, FL
Education
> Graduate Certificate, GIS
Applications Specialist,
Sault College, ON (2000)
> BA, Geography, Laurentian
University, ON (1994)
Years of Experience
18
Years with Tindale Oliver
7
Certifications
> AICP #022648 (2008)
Professional Affiliations
> American Planning
Association, American
Institute of Certified
Planners
> Florida Statewide Modeling
Taskforce
> Tampa Bay Transportation
Applications Group
16.F.2.b
Packet Pg. 1561 Attachment: 21-7868 TindaleOliver Proposal (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal
1 - 16 Collier County | Impact Fee Studies and Fiscal Analysis
Patrick is a Planner on Tindale Oliver’s Community Planning & Design Team. With a
background in human geography and GIS and spatial analysis, he is experienced in
visualizing and analyzing data for an array of projects. He has gained experience
working in both community and transportation planning projects.
Impact Fee Studies
> Collier County Impact Fee Updates (Ongoing)
> City of Sarasota Multimodal Impact Fee Discount Analysis (Ongoing)
> Hillsborough County Schools Long Range Plan (2017, 2021)
> City of Hallandale Beach Financial Study (2018)
> Broward County Schools Student Generation Rate/School Impact Fee (2018)
> City of Palm Beach Gardens Impact Fee Study (2015-2016)
> Sarasota County Schools Long Range Plan (2015)
> Naples Fire Department - Impact Fee Update (2015)
> North Collier Fire District - Impact Fee Update (2015)
> Martin County (2020)
> Manatee County (2020)
> Flagler County(2020)
> City of Hollywood (2020)
> Broward County Schools (2018, 2020)
> Hillsborough County Schools (2017, 2020)
> Collier County (2018-Ongoing)
> Hillsborough County (2018)
> Orange County (2017, 2020)
> City of Tampa (2019)
> City of Sarasota (2020)
> City of Hallandale Beach (2018)
> City of Palm Beach Gardens (2016)
> Sarasota County Schools (2015)
> Greater Naples Fire District (2015)
> North Collier Fire District(2015)
Patrick Dougherty, AICP
Planner
Role: Planner/GIS Analyst
Office Location
Tampa, FL
Education
> MA, Urban and Regional
Planning, The University of
South Florida (2016)
> BS, Human Geography/GIS,
The Pennsylvania State
University (2014)
Years of Experience
6
Years with Tindale Oliver
6
Certifications
AICP #31949 (2019)
Professional Affiliations
> American Planning
Association (APA)
> American Association of
Geographers (AAG)
16.F.2.b
Packet Pg. 1562 Attachment: 21-7868 TindaleOliver Proposal (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal
16.F.2.b
Packet Pg. 1563 Attachment: 21-7868 TindaleOliver Proposal (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal
CERTIFIED MINORITY BUSINESS
ENTERPRISE
MBE Statement
Tindale Oliver understands that Collier County has a fundamental
responsibility to provide equal opportunities for all businesses to help
ensure the success of women, minority and small local businesses who
contribute to the economic development of the community. Tindale
Oliver shares in this responsibility and supports these goals. While
Tindale Oliver is not a MBE certified firm, we often team with women and
minority owned businesses and small local firms. In the event that the
need arises, Tindale Oliver will make every effort to team with a MBE.
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16.F.2.b
Packet Pg. 1565 Attachment: 21-7868 TindaleOliver Proposal (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal
PAST PERFORMANCE
Relevant Project Experience and References
In accordance with Solicitation # 21-7868, this section includes three
Reference Questionnaire Forms, each followed by a detailed summary for
the referenced project that further highlights our past performance in
terms of work quality, schedule adherence and cost control. These
summaries demonstrate our ability to perform on projects similar in size,
type and complexity, as well as our experience with all the elements of
the project scope included in the RPS, and represent the kind of effort
and support that Collier County can expect from our team.
If desired by the County, additional references can be provided.
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PAST PERFORMANCE 3
3 - 2 Collier County | Impact Fee Studies and Fiscal Analysis
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3 - 3 Collier County | Impact Fee Studies and Fiscal Analysis
With a population of 1.3 million, Palm Beach County is the third largest county in
Florida. The County implemented its roadway impact fee in 1979, which was
followed by the adoption of impact fees for six additional program areas,
including schools, libraries, fire/EMS, law enforcement, parks, and public
buildings. To comply with the legal requirements and reflect the most recent
data, the County retained Tindale Oliver to update these fees in 2014 and then
again in 2021.
Knowledge
> Large population with several cities.
> Variation in service areas by program area.
> Interest in new approaches that reflect the full cost of providing
infrastructure.
Insights
> Large fluctuations in infrastructure costs over the past several years.
> Fluctuations in available funding.
> Changes in demand and service areas.
Outcomes
> Evaluation of long-term trends in all cost-demand components.
> Evaluation of available historical and projected funding to determine
available non-impact fee funding in the future.
> Development of multiple scenarios as needed to address changing
demographics, development patterns, and policies.
> Development of student generation rates by residential category and by
size of home.
> Adoption of updated Impact Fee Schedules.
Impact Fee Update Study
Palm Beach County, Florida
Tindale Oliver Contact:
Nilgün A. Kamp, AICP
Principal/Director of Public Finance
1000 N. Ashley Drive, Suite 400
Tampa, FL 33602
(813) 224-8862
nkamp@tindaleoliver.com
County Client Contact:
Willie M. Swoope
Impact Fee Manager
Palm Beach County Government
2300 N. Jog Road
West Palm Beach, FL 33411-2741
(561) 233-5025
wswoope@pbcgov.org
Tindale Oliver was retained to update impact
fees for seven program areas.
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PAST PERFORMANCE 3
3 - 4 Collier County | Impact Fee Studies and Fiscal Analysis
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3 - 5 Collier County | Impact Fee Studies and Fiscal Analysis
Orange County has historically implemented impact fees to address the
infrastructure costs associated with new growth. In 2005, to address cost and
land value increases, the County retained Tindale Oliver to update several fee
areas, including fire rescue and schools. In addition, the County retained
Tindale Oliver to develop a new parks and recreation facilities impact fee
program for the County. In 2011, the County retained Tindale Oliver to update
its transportation and parks impact fees. In 2016, Tindale Oliver was retained
again to update the parks, fire rescue and law enforcement impact fees; in 2017,
to update the transportation impact fee, and in 2018, the school impact fee once
again. In addition, Tindale Oliver provided services related to review of
alternative impact fee studies.
Knowledge
> High growth county, ranking 2nd out of 67 Florida counties in terms of
absolute growth that will be added by 2045, and 7th in terms annual
population growth rate
> 2nd highest in terms of sales tax per capita due to high level of tourism
activity
> High level of seasonal residents/visitors impacting service levels.
Insights
> Develop demand component based on fire alarms/emergency calls received
as well as functional population as potential options to the County.
> Recommendations on how to treat County’s large inventory of
undevelopable habitat land in the parks and recreation impact fee analysis.
> Develop a multimodal transportation impact fee for the County’s Alternative
Mobility Area (AMA) and a roadway-based fee for the rest of the
unincorporated county.
> Developed transportation impact fees using three different methodologies:
consumption-based, improvements-based, and asset value based.
> Introduced fee variations among rural, suburban, and urban areas for the
transportation impact fee.
> Presented multiple school impact fee methodologies for the School Impact
Fee Advisory Committee and worked with the Committee to determine the
final methodology.
Outcomes
> Successfully completed multiple meetings with stakeholders, elected
officials, and the public.
> All studies were successfully adopted.
Impact Fee Studies
Orange County, Florida
Tindale Oliver Contact:
Nilgün Kamp, AICP
Principal/Director of Public Finance
1000 N. Ashley Drive, Suite 400
Tampa, FL 33602
(813) 224-8862
nkamp@tindaleoliver.com
Client Contact:
Chris Testerman
Assistant County Administrator
Orange County
400 E South Street
Orlando, FL 32801
(407) 836-5883
chris.testerman@ocfl.net
Tindale Oliver was retained by Orange County
to update several fee areas including fire
rescue, law enforcement, parks, schools and
transportation.
Tindale Oliver developed a new park and
recreation facilities impact fee program for the
County in 2005 and updated the parks and
recreation facility impact fee in 2011.
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Packet Pg. 1570 Attachment: 21-7868 TindaleOliver Proposal (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal
PAST PERFORMANCE 3
3 - 6 Collier County | Impact Fee Studies and Fiscal Analysis
16.F.2.b
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3 - 7 Collier County | Impact Fee Studies and Fiscal Analysis
In 1998, Tindale Oliver updated the Fair Share Roadway Impact Fee Ordinance
for Indian River County (IRC). IRC retained Tindale Oliver again in 2004 to
evaluate and develop studies for nine impact fee program areas, including
roads, law enforcement, correctional facilities, schools, fire & EMS, libraries,
public buildings, parks, and solid waste impact fee programs. In 2014, Tindale
Oliver was retained to update the County’s impact fee program. As part of this
study, the County also adopted Tindale Oliver’s Affordable Growth Strategy with
a reduced fee schedule for non-residential development. Tindale Oliver was
contracted again in 2019 and completed the update of the County’s impact fee
program in 2020.
Knowledge
> Since 2000, the County has averaged annual population growth of 1.6%.
Looking forward, Indian River is projected to grow at approximately 1.1%
annually through 2040.
> The County has used both property and sales tax initiatives to fund capital
needs created by growth.
> The County has a history of managing growth and balancing who pays for
growth and the quality of service provided to its citizens.
Insights
> The County needed to update impact fee variables per requirements of
recent State legislation.
> The County was very interested economic development goals of supporting
job-generating land uses while still having the necessary funding to provide
high-quality service.
> The County coordinated the school impact fee program with the School
Board to ensure proper implementation and management of the program.
Outcomes
> Updated all impact fee variables to meet new state legislation using most
recent and localized data, supplemented by statewide cost databases when
needed.
> Prepared Economic Growth calculations to address goal of providing
incentives to non-residential land uses while still maintaining level of
service.
> Assisted in update of Impact Fee Ordinance and recommended wording for
appropriate changes to County’s Comprehensive Plan.
> County has adopted new fee schedule using Tindale Oliver’s Economic
Growth Strategy.
Comprehensive Impact Fee Study
Indian River County, Florida
Tindale Oliver Contact:
Nilgün Kamp, AICP
Principal/Director of Public Finance
1000 N. Ashley Drive, Suite 400
Tampa, FL 33602
(813) 224-8862
nkamp@tindaleoliver.com
Client Contact:
Phillip J. Matson, AICP
Community Development Director
Indian River County Community
Development Department
1801 27th Street
Vero Beach, FL 32960
Phone: (772) 226-1243
pmatson@ircgov.com
Tindale Oliver developed and updated the
County’s impact fee program in eight program
areas.
16.F.2.b
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16.F.2.b
Packet Pg. 1573 Attachment: 21-7868 TindaleOliver Proposal (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal
LOCATION
Office Location
The Tindale Oliver Team recognizes that being visible and accessible to
our clients is essential to developing and maintaining strong and lasting
relationships. As we have done under current and previous contracts with
Collier County, we will continue to maximize our contact with County
staff throughout the life of the Impact Fee Studies and Fiscal Analysis
contract. We believe in operating as an extension of staff and will be able
to accomplish this through frequent phone and electronic
communication, virtual and on-site meetings, and regular project
updates.
Key staff and members of the project management team are located in
Tindale Oliver’s Tampa office, within a short driving distance of Collier
County:
Tindale Oliver
Corporate Headquarters
1000 North Ashley Drive, Suite 400
Tampa, FL 33602
(813) 224-8862
Covid-19 Response
Given on-going restrictions due to COVID-19, Tindale Oliver currently
offers multiple virtual meeting options to its clients to ensure that the
projects remain on schedule. Examples of these options include
GoToMeeting, GoToWebinar, MSTeams, and Zoom. Depending on the
scope of the meeting and number of participants, certain platforms
perform better than others. We have had much success conducting
different types of meetings using these platforms, including staff
meetings/presentations, public open houses, various Advisory/
Stakeholder Committee presentations, and Board presentations/
adoption hearings.
Over the past 20+ years, Tindale Oliver has supported Collier County, the
Collier MPO, and Collier Area Transit in numerous areas, including impact
fee studies and financial planning, transportation engineering, traffic
design, master mobility planning, transit and other multimodal
transportation planning, parks master planning, and crash data
management and analysis, with staff located in our Tampa office, as well
as with staff in other locations. Collier County can expect the same level
of dedication and responsiveness for this contract.
16.F.2.b
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16.F.2.b
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RECENT, CURRENT, AND
PROJECTED WORKLOADS OF
THE FIRM
Current and Projected Workloads
Closeout of Recent Work
Tindale Oliver’s Public Finance Team has had availability over the past 12
months. Several projects have been completed recently, and others are in
the final meeting stages. Projects that have been or are likely to be
completed over the next three months include the following:
> Flagler County Impact Fee Study
> City of Apopka Transportation Impact Fee Study and CIP
Development
> City of Clearwater Parks and Recreation Impact Fee Update
> City of Hallandale Beach Impact Fee Study
> City of Hollywood Impact Fee Study
> Charlotte County Fire Assessment Study
> Manatee County Impact Fee Study
> Collier County Affordable Housing Fee Analysis
> Village of Palm Springs Impact Fee Study
> Marco Island TIF Funding Analysis
> Hernando County Impact Fee Study
Current Workload
Major projects on which the Public Finance Team is currently working
include:
> Lake County Impact Fee and Fire Assessment Study
> Palm Beach County Impact Fee Study
> Martin County Impact Fee Study
> Seminole County School, Fire and Library Impact Fee Study
> Hillsborough County School Long Range Plan and Impact Fee Study
> City of Brooksville Impact Fee Study
> Hardee County Fire Assessment Study
Projected Projects
Projected projects for our Team include:
> City of Orlando Multimodal Transportation Impact Fee Study
> St. Lucie County Transportation Impact Fee Study
> City of Lake City Fire Assessment Study
16.F.2.b
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16.F.2.b
Packet Pg. 1577 Attachment: 21-7868 TindaleOliver Proposal (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal
REQUIRED FORMS
Required Forms and Attachments
In accordance with Solicitation # 21-7868, the following forms and
attachments are included in this section:
> Form 1: Vendor Declaration Statement
> Form 2: Conflict of Interest Certification
> Tindale Oliver Certificate of Corporate Status
> Form 3: Immigration Affidavit Certification
> E-Verify Company Profile Page
> Form 4: Vendor Submittal - Local Vendor Preference Certification (not
applicable)
> Tindale Oliver W-9 Form
> Vendor’s Insurance Statement
> Addendum No. 1
> Addendum No. 2
16.F.2.b
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16.F.2.bPacket Pg. 1582Attachment: 21-7868 TindaleOliver Proposal (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal
State of Florida
Department of State
I certify from the records of this office that TINDALE-OLIVER &
ASSOCIATES,INC.is a corporation organized under the laws of the State of
Florida,filed on January 13,1989.
The document number of this corporation is K58299.
I further certify that said corporation has paid all fees due this office through
December 31,2021,that its most recent annual report/uniform business report
was filed on January 29,2021,and that its status is active.
I further certify that said corporation has not filed Articles of Dissolution.
Given under my hand and the
Great Seal of the State of Florida
at Tallahassee,the Capital,this
the Twenty-ninth day of January,
2021
Tracking Number:8566379466CC
To authenticate this certificate,visit the following site,enter this number,and then
follow the instructions displayed.
https://services.sunbiz.org/Filings/CertificateOfStatus/CertificateAuthentication
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16.F.2.bPacket Pg. 1588Attachment: 21-7868 TindaleOliver Proposal (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal
Form W-9 Request for Taxpayer Give Form to the
(Rev. October 2018) Identification Number and Certification requester. Do not
Department of the Treasury send to the IRS. Internal Revenue Service ► Go to www.irs.gov/FormW9 for instructions and the latest information.
1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank.
Tindale-Oliver & Associates, Inc. 2 Business name/disregarded entity name, if different from above
C') 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the 4 Exemptions (codes apply only to following seven boxes. certain entities, not individuals; see <ll instructions on page 3): 0.
C □Individual/sole proprietor or D C Corporation 0 S Corporation D Partnership D Trust/estate 0
• VI single-member LLC Exempt payee code (if any) (I) C: C. 0 □�.: Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) ►
... :I Note: Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check Exemption from FATCA reporting 0 ...
� t; LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is code (if any) ·- C: another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single-member LLC that .,__ a. () is disregarded from the owner should check the appropriate box for the tax classification of its owner. □Other (see instructions) ► (Applies to accounts maintained outside the U.S.)
5 Address (number, street, and apt. or suite no.) See instructions. Requester's name and address (optional) en
Q) 1000 N. Ashley Drive, Suite 400 Q)
6 City, state, and ZIP code
Tampa, FL 33602 7 List account number(s) here (optional)
■•.r.1 Iii■Taxpayer Identification Number (TIN)
Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid I Social security number I . . . . . backup wIthhold1ng. For 1ndIv1duals, this Is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number {EIN). If you do not have a number, see How to get a
TIN, later. [IIJ -DJ -I I I I I or
Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and
Number To Give the Requester for guidelines on whose number to enter.
I Employer identification number
59 -29298 11
Certification
Under penalties of perjury, I certify that:
1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2.I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal RevenueService {IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and
3. I am a U.S. citizen or other U.S. person {defined below); and
4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.
Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cance llation of debt, contributions to an individual retirement arrangement {IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part 11, later.
Sign
Here Signature of
U.S. person ►
General Instructions
Section references are to the Internal Revenue Code unless otherwise noted.
Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9.
Purpose of Form
An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number {TIN) which may be your social security number (SSN), individual taxpayer identification number {ITIN), adoption taxpayer identification number {ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following.
• Form 1099-INT (interest earned or paid)
Cat. No. 10231X
Date ► January 1, 2021
• Form 1099-DIV {dividends, including those from stocks or mutual funds)
• Form 1099-MISC (various types of income, prizes, awards, or gross proceeds)
• Form 1099-B (stock or mutual fund sales and certain othertransactions by brokers)
• Form 1 099-S (proceeds from real estate transactions)
• Form 1099-K (merchant card and third party network transactions)
• Form 1098 {home mortgage interest), 1098-E (student loan interest),1098-T (tuition)
• Form 1099-C (canceled debt)
• Form 1099-A (acq uisition or abandonment of secured property)
Use Form W-9 only if you are a U.S. person (including a residentalien), to provide your correct TIN.
If you do not return Form W-9 to the requester with a TIN, you might
be subject to backup withholding. See What is backup withholding,
later.
Form W-9 (Rev. 10-2018)
16.F.2.b
Packet Pg. 1589 Attachment: 21-7868 TindaleOliver Proposal (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal
16.F.2.bPacket Pg. 1590Attachment: 21-7868 TindaleOliver Proposal (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal
16.F.2.bPacket Pg. 1591Attachment: 21-7868 TindaleOliver Proposal (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal
16.F.2.bPacket Pg. 1592Attachment: 21-7868 TindaleOliver Proposal (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal
16.F.2.bPacket Pg. 1593Attachment: 21-7868 TindaleOliver Proposal (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal
16.F.2.b
Packet Pg. 1594 Attachment: 21-7868 TindaleOliver Proposal (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal Analysis)
Notice of Recommended Award
Solicitation: 21-7868 Title: Impact Fee Studies & Fiscal Analysis
Due Date and Time: 4/9/2021 10 :00 AM EST
Respondents:
Company Name City County State Final Ranking Responsive/Responsible
Tindale Oliver & Associates Inc. Tampa Hillsborough FL 1 YES/YES
Utilized Local Vendor Preference: Yes No
Recommended Vendor(s) For Award:
On February 23, 2021 the Procurement Services Division released notices of Request for Professional Services
21-7868 Impact Fee Studies and Fiscal Analysis. 7,558 firms were notified, 50 firms viewed the solicitation
information, and one (1) proposal was received on April 9, 2021. In an effort to obtain more proposals, this
solicitation was extended twice.
Staff is recommending negotiations with the top ranked firm, Tindale Oliver & Associates Inc.
Contract Driven Purchase Order Driven
Required Signatures
Project Manager:
Ian Barnwell
Procurement Strategist:
Viviana Giarimoustas
Procurement Services Director:
__________________________________ _________________
Sandra Herrera Date
DocuSign Envelope ID: 4CD10FDF-9E90-4CDF-A142-0D7F66575392
4/21/2021
4/21/2021
4/21/2021
16.F.2.c
Packet Pg. 1595 Attachment: 21-7868 NORA (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact Fee Studies & Fiscal Analysis)
RPS #:21-7868
Title: Impact Fee Studies & Fiscal Analysis
Name of Firm Joe Bellone Tara
Castillo
Amy
Patterson
Ian
Barnwell
Susan
Usher Total Scores Final Rank
Tindale Oliver 85 95 78 85 95 438.00 1
Procurement Professional Viviana Giarimoustas 4/14/2021
Page 1 of 1
16.F.2.d
Packet Pg. 1596 Attachment: 21-7868 Final Ranking (15799 : Request for Professional Services (“RPS”) # 21-7868 Impact