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HomeMy WebLinkAboutAgenda_GGAF_08.27.2014Notice of Meeting for the General Government and Finance Advisory Board of the City of Georgetown August 27, 2014 at 3:00 PM at Georgetown Public Library Friends of the Library Room, located at 402 West 8th Street, Georgetown, TX The City of Georgetown is committed to compliance with the Americans with Disabilities Act (ADA). If you require assistance in participating at a public meeting due to a disability, as defined under the ADA, reasonable assistance, adaptations, or accommodations will be provided upon request. Please contact the City at least four (4) days prior to the scheduled meeting date, at (512) 930-3652 or City Hall at 113 East 8th Street for additional information; TTY users route through Relay Texas at 711. Consent Agenda The Statutory Consent Agenda includes non-controversial and routine items that may be acted upon with one single vote. An item may be pulled from the Consent Agenda in order that it be discussed and acted upon individually as part of the Regular Agenda. A Review minutes from the June 19, June 25 and July 15, 2014 GGAF meetings - Danella Elliott, Executive Assistant B Consideration and possible action to approve the purchase of two Dodge 4500-Diesel transitional response vehicles (TRV’s) from Dallas Dodge Chrysler Jeep through the Buy-Board contract purchase price of $367,740.00 for both unit - ClayShell, Assistant Fire Chief C Grant award and related funding for Outdoor Warning System from Federal Signal Corporation Alerting & Notification Systems for contract purchase price of $499,845.12 as planned in the 2014-15 GCP Budget - Clay Shell, Assistant Fire Chief D Consideration and possible approval of annual appropriations to several large Information Technology vendors for maintenance services during the FY 2015 fiscal year Mike Peters, IT Director E 2015 renewal of MyPermitNow - Tamera Baird, Chief Plans Examiner F Consideration and possible action for the approval of the annual payment for the operation of the county wide radio communications system to Williamson County in the amount of $134,989.00 - Stan Hohman, Fleet Services Supervisor and Micki Rundell, Chief Financial Officer Legislative Regular Agenda G 2014-15 Fire Department Operations Service Fees and Fire & Life Safety Service Fees - John Sullivan, Fire Chief H Discussion and possible direction to staff regarding the long-term financial impacts of “frozen” Property Values due to new age-restricted developments within the City - Micki Rundell, Chief Financial Officer I Presentation and discussion of the Westside Service Center - Wesley Wright, Director of Systems Engineering and Jim Briggs, General Manager of Utilities J Update and discussion of the Conservation Educational Facilities - Kathy Ragsdale, Conservation Services Manager and Mike Babin, Deputy General Manager K Project update regarding major general capital projects – Laurie Brewer, Assistant City Manager; Kimberly Garrett, Parks Director L Review/Discuss recommendations for Employee Compensation Market Comparators - Tadd Phillips, HR Director CERTIFICATE OF POSTING I, Jessica Brettle, City Secretary for the City of Georgetown, Texas, do hereby certify that this Notice of Meeting was posted at City Hall, 113 E. 8th Street, a place readily accessible to the general public at all times, on the ______ day of __________________, 2014, at __________, and remained so posted for at least 72 continuous hours preceding the scheduled time of said meeting. ____________________________________ Jessica Brettle, City Secretary City of Georgetown, Texas SUBJECT: Review minutes from the June 19, June 25 and July 15, 2014 GGAF meetings - Danella Elliott, Executive Assistant ITEM SUMMARY: FINANCIAL IMPACT: N/A SUBMITTED BY: Danella Elliott, Executive Assistant ATTACHMENTS: Description Type June 19, 2014 Draft Minutes Cover Memo June 25, 2014 Draft Minutes Cover Memo July 15, 2014 Draft Minutes Cover Memo Minutes of the Meeting of the GENERAL GOVERNMENT AND FINANCE ADVISORY BOARD (GGAF) City of Georgetown, Texas June 19, 2014 The General Government and Finance Advisory Board met at 2:00 p.m. on Thursday, June 19, 2014 in the Georgetown Public Library Classroom, located at 402 West 8thth Street, Georgetown, Texas. MEMBERS PRESENT: Keith Brainard, Chair, Joe Pondrom, Jerry Hammerlun, Ralph Mason MEMBERS ABSENT: Tommy Gonzalez STAFF PRESENT: Paul Brandenburg, Micki Rundell, Susan Morgan, Laurie Brewer, Jackson Daly, Kimberly Garrett A copy of these minutes, containing detailed information on the items listed below will be available in the Finance and Administration Office, located at 113 East 8th Street, Georgetown, TX and can be found online at http://agendas.georgetown.org/ Executive Session In compliance with the Open Meetings Act, Chapter 551, Government Code, Vernon’s Texas Codes, Annotated, the items listed below will be discussed in closed session and are subject to action in the regular session that follows. Regular Session – Called to order at 2:00 p.m. The GGAF Board may, at any time, recess the Regular Session to convene an Executive Session at the request of the Chair of the GGAF Committee for any purpose authorized by the Open Meetings Act, Texas Government Code Chapter 551.) Public Wishing to Address Council On a subject that is posted on this agenda: Please fill out a speaker registration form. Clearly print your name and the letter of the item on which you wish to speak and present it to the Chair or Board Liaison, preferably prior to the start of the meeting. You will be called forward to speak when the Board considers that item. On a subject not posted on the agenda: Persons may add an item to a future Board agenda by contacting the Liaison prior to the creation of the agenda for the following meeting, with the subject matter of the topic they would like to address and their name. The Board Liaison can be reached at 512-930-3676 or by email at danella.elliott@georgetown.org Statutory Consent Agenda The Statutory Consent Agenda includes non-controversial and routine items that Board may act on with one single vote. A board member may pull any item from the Consent Agenda in order that the Board discuss and act upon it individually as part of the Regular Agenda. Legislative Regular Agenda A. Review and discuss certain sections of the Fiscal and Budgetary Policy changes – Micki Rundell, CFO After the detailed review of the Fiscal and Budgetary Policy and proposed updates at the April 23, 2014 GGAF meeting, several items continued to be reviewed with comments provided by members. After a lengthy discussion and clarification, the GGAF Board’s recommendations on the four areas discussed are highlighted in yellow: • Use of unexpected and unappropriated General Fund balances L. Use of Unanticipated and Unappropriated General Fund Balances - Within 90 days after fiscal year end, staff will report the projected general fund balance to Council. In the event that unexpected, unbudgeted amounts are determined to be available in the General Fund after year end, these funds may be used for any of the following purposes, as approved by the City Council: 1. to fund capital projects; 2. to fund equipment purchases in lieu of issuing debt; 3. to reduce outstanding city debt, including bonded indebtedness and unfunded pension liabilities; 4. to fund contingent liabilities such as the benefit payout reserve, cemetery trust fund, and similar obligations of the city; 5. to take other steps to reduce property tax rates or mitigate any future increases; 6. to hold those funds in reserve for future commitments or contingencies that may be pending, and/or 7. to fund an economic uncertainty reserve of up to three (3) percent of annual General Fund operating expenditures. • Retirement plan funding targets and retire COLA provisions 1. The City has established 80% as the minimum funding goal for the City’s unfunded pension liability. The City’s funded pension liability is 81.3% as of December 31, _2013, as disclosed by TMRS. The City’s ultimate goal is 100%, but will be achieved reasonably over time. 2. The City may elect to make an annual 1-time payment prior to further fund the City’s unfunded pension liability. Such payment will be approved and authorized by the City Council prior to December 31 in order to be recognized in the following year’s TMRS employer contribution rate calculation. 3. Retirement Cost-of-Living Adjustment a) Within 60 days of when the TMRS annual funding update becomes available each year, staff will review and prepare a summary of costs and options for potential cost-of-living adjustment (COLA) for City of Georgetown retirees. b) Consistent with state statutes governing the Texas Municipal Retirement System, the city may provide an automatic COLA for members of the TMRS who are retired from the City of Georgetown and receiving a monthly retirement benefit from the TMRS. c) The city council may adjust the COLA provided to city retirees based upon the funding level of the city’s pension plan, as calculated by the TMRS, as follows: When the funding level of the city’s pension plan is The COLA should be Less than 70.0% Zero 70.0% to 79.9% 0.3% of CPI 80.0% to 89.9% 0.5% of CPI 90.0% and greater 0.7% of CPI d) Adjustments made pursuant to subsection b. should reflect the effect of the prospective change in the COLA on the funding level of the city’s pension plan. • Surplus property A. Departmental Capital Maintenance & Replacement – The City also utilizes department capital maintenance and replacement schedules for specialized assets and equipment necessary to provide services. 1. Parks and Recreation - As part of the City’s on-going maintenance program, the City also recognizes the need to regularly maintain and replace grounds, equipment and facilities that are part of the City’s Parks and Recreation system. Separate replacement and maintenance schedules will be maintained for these items including, but not limited to, playground equipment, buildings, sport courts, trees and grounds, and restroom facilities. The City’s goal is to provide level on- going funding to ensure safe, well-maintained facilities for its citizens. 2. Public Safety Equipment – As part of the City’s on-going maintenance program, the City also recognizes the need to regularly maintain and replace specialized equipment in Police and Fire. Separate replacement and maintenance schedules will be maintained for these items including but not limited to for Fire: SCBA’s and other firefighting equipment and protective gear; and for Police: bullet proof vests, armaments and other tactical equipment. The City’s goal is to provide level on-going funding to ensure proper protection for employees and citizens. B. Surplus Property 1. From time to time it is necessary to dispose of certain vehicles or equipment that have been procured with City funds and used in City services. Individual surplus property items with expected sales value in excess of $10,000 must be approved by the City Council prior to disposition. 2. City staff will maintain reports and records of all surplus property dispositions in accordance with good internal controls. A report of all disposed items in excess of $1,000 will be included with the quarterly financial reports provided to City Council. • Internal audit program GGAF’s recommendation is for Council to direct staff to work with the new external auditors after they are hired to outline the needs and expectations of that function. This direction will be used to develop a plan and estimate costs to implement that function effectively over the next two to three years, whether it be a contract or an internal city position. The GGAF Board also made a few changes to the Debt section of the Fiscal and Budgetary Policy. A. Types of Debt – 1. General Obligation Bonds (GO’s) – General obligation bonds must be authorized by a vote of the citizens of Georgetown. They are used only to fund capital assets of the general government and are not to be used to fund operating needs of the City. The City’s full faith and credit of the City as well as the City’s Ad valorem taxing authority backs general obligation bonds. Conditions for issuance of general obligation debt include: • When the project will have a significant impact on the tax rate; • When the project may be controversial even through it is routine in nature; or • When the project falls outside the normal bounds of projects the City has typically done. For debt programs that include multiple projects that will be issued over multiple years at the discretion of the City Council, the City will may approve a Contract with the Voters to manage future property tax rate impacts. The Contract with the Voters will be included in educational information for all applicable GO Bond elections, and will include a maximum annual tax rate increase and a cumulative total per bond authorization maximum tax rate increase. The City will include these impacts in its annual Debt Condition report. The City Council will carefully manage the unissued GO Bond authorization through annual review of related projects to ensure full disclosure on future timing of projects included in the bond package. Timing of authorized projects and related bond issuance will be included in the Annual Budget and published on the City’s website. Any changes to this schedule require specific Council authorization. The recommendations will be presented at a Council Workshop and placed on the City Council Agenda on June 24th. B. Presentation, discussion, and direction regarding the phasing, funding, and priorities for the 5-Year Capital Improvement Plan for Parks, Downtown, Sidewalks and City-wide Facilities – Laurie Brewer, Assistant City Manager; Micki Rundell, Chief Financial Officer Laurie explained that General Capital Projects planning is a collaborative effort among several departments. Staff has been meeting since February to discuss projects and funding sources. The five-year plan, and any recommended changes, will be reviewed at the June 24, 2014 regular Council workshop and included in the five-year business plan update. She noted that staff was requesting direction and guidance, and that this item will be discussed at next week’s Council meeting. Ron Hobbs has provided better ideas in reference to costs, as well as, flexibility in doing different things. She went over the information listed below: The proposed Parks CIP for 2014/2015 includes funds for the River Trails expansion design, VFW Park renovation, Founder’s Park improvements, Village Park improvements, Blue Hole design, Emerald Springs improvements, constructing a new splash pad, and the Williams Drive Pool improvements. The Downtown Master Plan and Infrastructure CIP will address items identified in the Downtown Master Plan as priorities for Downtown. For 2014/2015 the proposed funds will be used for on-going funding for general repair and maintenance, ADA sidewalk repairs, streetlights, tree replacement, and burying downtown utilities. New capital improvements include historic district street signs, design work for the Grace Heritage Center rehabilitation and design work for a canopy in the library courtyard. The Sidewalk CIP works in conjunction with the streets department to add appropriate sidewalks and streetscaping. In 2014/2015 the streets department is requesting to renovate 11th Street between Main and Rock Streets and 2nd Street between Austin Ave. and College Street. To capitalize on the work that is already proposed to be completed, this CIP request funds to complete the sidewalks on 11th and 2nd Streets. The Fire Stations/Public Safety CIP for 2014/2015 requests funds for the Fire Station 6 ESD partnership and for the emergency warning system. The General and Utilities Facilities CIP requests funds for the conservation department’s facility at the Westside Service Center. The City Center CIP requests funds for portions of phase I of the City Center project. This includes renovating the current GCAT building, design work to turn the current Council Chambers into the Visitor Center, design work to renovate the old library, and design work for the old police station. Jerry feels that the Project Manager is moving too fast and we need to slow down and research a little more. Keith noted that this is a lot of information and there are a lot of questions. The GGAF Board suggested holding a Special GGAF meeting to go further into detail on the projects, requests, etc. and thus be able to provide direction. The Special Meeting will be scheduled within the next week or two and Board members will be informed. Adjournment The meeting was adjourned at 4:20 pm. _____________________________________ Board Chair Minutes of the Meeting of the GENERAL GOVERNMENT AND FINANCE ADVISORY BOARD (GGAF) City of Georgetown, Texas June 25, 2014 The General Government and Finance Advisory Board met at 3:30 p.m. on Wednesday, June 25, 2014 in the Georgetown Public Library Classroom, located at 402 West 8thth Street, Georgetown, Texas. MEMBERS PRESENT: Keith Brainard, Chair, Tommy Gonzalez, Jerry Hammerlun, Joe Pondrom, Ralph Mason MEMBERS ABSENT: None STAFF PRESENT: Micki Rundell, Susan Morgan, Wayne Nero, Keith Hutchinson, Clay Shell, Steve Fought, Bridget Chapman A copy of these minutes, containing detailed information on the items listed below will be available in the Finance and Administration Office, located at 113 East 8th Street, Georgetown, TX and can be found online at http://agendas.georgetown.org/ Executive Session In compliance with the Open Meetings Act, Chapter 551, Government Code, Vernon’s Texas Codes, Annotated, the items listed below will be discussed in closed session and are subject to action in the regular session that follows. Regular Session – Called to order at 3:30 p.m. The GGAF Board may, at any time, recess the Regular Session to convene an Executive Session at the request of the Chair of the GGAF Committee for any purpose authorized by the Open Meetings Act, Texas Government Code Chapter 551.) Public Wishing to Address Council On a subject that is posted on this agenda: Please fill out a speaker registration form. Clearly print your name and the letter of the item on which you wish to speak and present it to the Chair or Board Liaison, preferably prior to the start of the meeting. You will be called forward to speak when the Board considers that item. On a subject not posted on the agenda: Persons may add an item to a future Board agenda by contacting the Liaison prior to the creation of the agenda for the following meeting, with the subject matter of the topic they would like to address and their name. The Board Liaison can be reached at 512-930-3676 or by email at danella.elliott@georgetown.org Statutory Consent Agenda The Statutory Consent Agenda includes non-controversial and routine items that Board may act on with one single vote. A board member may pull any item from the Consent Agenda in order that the Board discuss and act upon it individually as part of the Regular Agenda. Legislative Regular Agenda A. Review minutes from the May 28, 2014 GGAF Meeting - Danella Elliott, Executive Assistant These minutes were unanimously approved. B. Authorize City staff to negotiate contract with vendor chosen by selection committee for the Website Assessment and Redesign of City websites – Keith Hutchinson, Public Information Manager The current budget includes funds for the redesign of City websites. The goal of the website redesign is to align the City’s online presence with best practices in municipal services and to better integrate the design and navigation of City websites. The City issued a request for proposals for website assessment and redesign on April 2, 2014. Nine firms submitted proposals in response to the RFP; only three met the minimum requirements. Public Communications assembled a committee of City staff representing each City division to review and score the proposals, and this committee also will be in place for phase two of the project, which is the assessment and redesign phase. In addition, a Citizen Advisory Board will be created to help guide the City and the selected vendor. On June 12, City representatives were given access to review the proposals from nine vendors. On June 18, feedback was collected from staff via one of two meetings or via email on the proposed vendors. The committee selected Steel Branding unanimously as the top choice. He noted that this firm also did the City of Austin’s website, which is very impressive. Tommy asked if the website would be in Spanish as well. Keith noted that they can negotiate the pricing, since $100,000 is budgeted, and their price is below the budgeted amount. Joe asked if the Library would be a part of this redesign as well. Keith explained that there are common elements. Motion to authorize City staff to negotiate contract with Steel Branding, including addressing the Spanish language issue with the additional funds. Unanimously approved. C. This item was moved after Item E. D. Consideration and possible recommendation to amend the Contract for Architectural Services with ADG to expand the scope of services to include design of the Tactical Training Facilities and increase the lump sum fee in the amount of $139,954—Wayne Nero, Chief of Police Chief Nero and Bridget explained that the requested component is included in the total budget. It is not a budget issue, it is a contract issue and we need a contract amendment. The original contract for Architectural Services did not include architecture and engineering services related to the Tactical Training Facilities. This proposed amendment will expand the scope of services to cover the Tactical Training Facilities design and increase the lump sum fee according. After discussion and clarification on how this was missed and how to prevent it in the future, Tommy asked Chief for after-action report with “lessons learned” and asked that the changes begin immediately. Joe asked if a report could be provided for citizens showing a complete breakdown of what the $29.5M is covering, and what it is not. Keith asked that this be provided in a one page (possibly front to back) format. Motion to amend the contract for Architectural Services with ADG was unanimously approved as requested. E. Discussion on proposed changes to the Alarm Ordinance – Council Member Keith Brainard Proposed changes to the Alarm Ordinance, requested by Council Member Brainard were: • require that burglar alarm permits be updated every three years, rather than annually • reduce the permissible number of false alarms that do not result in a fine, from three to two • establish a fine of $100 for the third through the fifth false alarm each year • establish a fine of $250 for each false alarm after the fifth • authorize the chief of police to waive or reduce fines, and to reduce permit fees, for non-profit, educational, and governmental entities Objectives were: • to reduce the incidence of false alarms; • to more closely match the fines with the cost (financial and otherwise) to the city of responding to them; • and to reduce the burden on alarm permit holders. Keith explained that he originated the item above, but he has since been informed by our Legal department that this is not allowed by State Law. State of Texas regulates the fine structure and we are limited to what we charge for false alarms. The costs associated with having officers respond to these alarms vs. what we are allowed to charge doesn’t come close to recovering expenses or risking the officer’s lives. He went over his original proposed changes and suggested that everyone communicate with the legislature in Austin to get the law changed, as well as, sending a letter to representative Farney to get the process started. We can’t really address the fiscal component, but we can see if it is possible to get legislation changed. Motion to move from a one to three year renewal on burglar alarm permits as specified in the alarm ordinance, and recommend that Council contact our representatives and other organizations to see if the legislature can be changed to allow it to have an economic impact on false alarms that occupy municipality’s resources. Unanimously approved. C. Consideration and approval to contract Revenue Rescue, Inc. and Advanced Data Processing, Inc. for the collection of fees for services provided by the Georgetown Fire Department – Clay Shell, Assistant Fire Chief Assistant Chief Shell explained that this was a request to contract Revenue Rescue, Inc., and Advanced Data Processing, Inc., for the collection of fees for services provided by the Georgetown Fire Department. This contract will provide revenue recovery for services as stated in Ordinance 2001-75. The contract administers the billing and collection through a systematic and standard recovery process with insurance providers and citizens. The contractor will bill for fire services at a rate of 15% commission of the total amount collected, and for emergency medical services at a flat rate of $18.00 for each incident collected. They provide routine reports on all accounts and records, and allow for revenue recovery for services requiring the utilization of specialized fire equipment. The original contract was awarded on May 17, 2002. In 2007 an RFP was sent out and the contract was awarded to Revenue Rescue, Inc. Georgetown received two responses from the recent Request for Proposal. One of those received is from our current provider, Rescue Recovery Inc., and Advanced Data Processing, Inc. Due to the requirements met in the Georgetown’s Request for Proposal, low commission rate, the billing procedures governed by laws and regulations, and the stability of this company, Georgetown Fire Department feels that Revenue Rescue, Inc., and Advanced Data Processing, Inc., meet all the requirements set for contracting revenue recovery billing for fire services. The GGAF Board requested a recovery rate percentage report for board members and Council. Shell said he will get that information sent out. Motion to approve the Revenue Rescue, Inc. and Advanced Data Processing, Inc. contract was unanimously approved. F. Discussion on the age restricted development SIP fee project – Micki Rundell, Chief Financial Officer Micki informed the Board that the law that allows the Over 65 and Disable Property Tax freeze was authorized by the state in 2003 and approved by Georgetown voters in May 2004. Williamson County elected to approve the freeze by resolution shortly thereafter. Since 2004, the City’s “frozen” valuation has grown significantly to $1.6B or 30% of the City’s total $5.2B tax base, thus having a substantial impact to the City’s tax revenues. The City has been successful in developing strategies to mitigate this financial tax rate impact. New commercial growth has historically helped in offsetting the increasing growth in frozen value as a percentage of TOTAL assessed valuation. But as the Frozen Valuation percentage grows, it will be harder to offset the tax rate and related revenue impacts. The results will be higher taxes for non-frozen residential and commercial properties. Other strategies that have been implemented include diversifying the City’s revenue sources with less General Fund dependence on Property Tax revenue (currently approximately 20% of the $45M GF budget is funded by property taxes), as well as, working to control increases in operational costs. She explained that discussion was necessary to discuss financial policy issues and related options for potential new age restricted developments that may be established in the future, that she is not trying to discourage age- restricted development, just making the Board award of the potential financial impact. The Board was concerned that this was being researched without being given direction to do so. It was mentioned that before any time is spent on items such as this, it should be taken to a Board who will provide direction to either continue with an analysis, or not. Until direction by a Board or Council has been authorized, it is considered internal and should not be discussed. Tommy suggested that a policy be written for this type of circumstance. The Pulte annexation impact will not be completed until after mid-July. City Staff will then complete an “issue analysis” and bring it back to GGAF in July or August (depending on when staff finishes the project). This way, the GGAF Board can further discuss the “big picture”, then proceed to Council. The GGAF Board agreed. G. A motion that GGAF direct Staff to accomplish an analysis of a 3-year rolling average of property assessments as the basis for the city tax levy and to present that analysis to GGAF within 90 days - Council Members Hesser (Originator) and Fought (Co-Sponsor) Below is information provided: • Background: Georgetown property values have increased considerably in the past few years following a period of decline/stagnation. These fluctuations obviously have an impact on the city budget as well as the property owners’ annual taxes. Variations, both up and down, are natural. However, variation in the extreme can cause difficulties. Specifically, rapid increases provide a false sense of prosperity for city planners that may be short-lived and be followed by punishing revenue reductions when market corrections or downturns occur. These same rapid increases can have dramatic and detrimental effects on property owners, especially those on fixed income or otherwise tight budgets. It therefore seems reasonable to seek some modicum of stability and predictability in both city revenues and property owner costs. One way to accomplish that objective would be to dampen these variations by basing the property tax levy on a rolling average of assessed value rather than an annual revision. • Proposal: We propose using a rolling 3-year average on property assessments as the basis for levying city property tax. The hypothesis behind this proposal is that net impact would be to lessen the increase in city revenues during a period when property assessments are increasing, and to lower the reduction in city revenues during a period where property taxes are decreasing. This would increase the stability, and predictability, of both the city revenues and the property owner taxes. • Request for Analysis. Staff is asked to provide GGAF with an analysis of the impact this approach would have had on both city revenues and property owner taxes over the 10-year period of 2005-2014 and a prediction of the impact on those same areas for a 10-year period, beginning in 2015. The predictive portion of the analysis should incorporate a reasonable range of variations both up and down. In addition to aggregate comparisons, we would like to see specific cases displaying the impact on the tax levy (going forward) for a home valued at $200,000 in 2005 and for a home valued at $200,000 in 2014. If the rolling- average approach is deemed feasible and advisable GGAF would have the prerogative of forwarding the analysis, along with its recommendations, to Council. • Comments: Although this analysis is intended to examine only two factors (city revenues and property tax levy), there are obviously collateral or spillover effects of any tax policy and issues with regard to legislative requirements. Staff is encouraged to include these factors in their completed analysis as well as present other approaches to achieve the same objectives of stability and predictability. Micki explained that Truth and Taxation rules are determined by state law, and certified by WCAD. Joe Pondrom explained that a three-year rolling average is a “no-no”, and that the law is very specific. There is nothing in T&T that would allow for this. Keith said that if Council wished it to be “in the true spirit of the request”, he suggested an analysis be completed within 90 days. Motion was made to develop a tax strategy to provide stability and limit or manage violability and bring this information back to the GGAF Board within the next few months. Unanimously approved. Item E was reopened for clarification on that the Board was requesting. Additionally, a motion to complete, analyze and come up with options for the alarm ordinance. Motions unanimously approved. H. Adjourned at 5:05 p.m. Adjournment The meeting was adjourned at 5:40 pm. _____________________________________ Board Chair Minutes of the Meeting of the GENERAL GOVERNMENT AND FINANCE ADVISORY BOARD (GGAF) City of Georgetown, Texas July 15, 2014 The General Government and Finance Advisory Board met at 1:00 p.m. on Tuesday, July 15, 2014 in the Georgetown Public Library Classroom, located at 402 West 8thth Street, Georgetown, Texas. MEMBERS PRESENT: Keith Brainard, Chair, Tommy Gonzalez, Jerry Hammerlun, Joe Pondrom, Ralph Mason MEMBERS ABSENT: None STAFF PRESENT: Paul Brandenburg, Micki Rundell, Laurie Brewer, Susan Morgan, Wayne Nero, Trish Long, Jackson Daly, Ron Hobbs, Architect, Wadona Stich A copy of these minutes, containing detailed information on the items listed below will be available in the Finance and Administration Office, located at 113 East 8th Street, Georgetown, TX and can be found online at http://agendas.georgetown.org/ Executive Session In compliance with the Open Meetings Act, Chapter 551, Government Code, Vernon’s Texas Codes, Annotated, the items listed below will be discussed in closed session and are subject to action in the regular session that follows. Regular Session – Called to order at 1:00 p.m. The GGAF Board may, at any time, recess the Regular Session to convene an Executive Session at the request of the Chair of the GGAF Committee for any purpose authorized by the Open Meetings Act, Texas Government Code Chapter 551.) Public Wishing to Address Council On a subject that is posted on this agenda: Please fill out a speaker registration form. Clearly print your name and the letter of the item on which you wish to speak and present it to the Chair or Board Liaison, preferably prior to the start of the meeting. You will be called forward to speak when the Board considers that item. On a subject not posted on the agenda: Persons may add an item to a future Board agenda by contacting the Liaison prior to the creation of the agenda for the following meeting, with the subject matter of the topic they would like to address and their name. The Board Liaison can be reached at 512-930-3676 or by email at danella.elliott@georgetown.org Statutory Consent Agenda The Statutory Consent Agenda includes non-controversial and routine items that Board may act on with one single vote. A board member may pull any item from the Consent Agenda in order that the Board discuss and act upon it individually as part of the Regular Agenda. Legislative Regular Agenda A. Walking tour of the old Public Library building located at 808 Martin Luther King Jr, the Police Station at 809 Martin Luther King, Jr, and the Georgetown Communications and Technology facility at 510 West 9th Street. (no action item) The City is preparing for the next phase of the Facilities Plan. The Police Department will move to its new facility in the Fall, which will vacate 6,500 square feet in the Georgetown Communications and Technology facility, 8,000 square feet on the first floor of the Police Station (Historic Light and Water Works Building), and 2,400 square feet on the second floor of the Police Station. Additionally, the old Public Library facility is currently vacant (17,000 square feet). A feasibility report was prepared by Nore Winter Company for redevelopment of these three facilities. Additionally, a facilities master plan study was prepared by Ron Hobbs architects to determine the most suitable immediate and future uses for these facilities. GGAF members toured the facilities to familiarize themselves with the three facilities under review in order to prepare for the discussion with Ron Hobbs Architects on recommendations for the sites. The meeting reconvened at 1:45 pm in the Library Classroom. B. Presentation, discussion and possible direction regarding phasing, funding and priorities for major projects in the Five Year General Capital Improvements Program (CIP) for Parks, Downtown, Sidewalks and Facilities. Laurie Brewer, Assistant City Manager and Micki Rundell, Chief Financial Officer Laurie explained that the five year CIP for fiscal years 2015-2019 was initially presented to the GGAF in June The committee scheduled future discussion for projects that were considered to be beyond routine maintenance and considered major improvements. While the GGAF and the City Council review the CIP based upon the five year planning horizon, only the first year is adopted during the budget process. This presentation on major projects will focus on the first fiscal year, 2014/15, as that is what will be considered during the budget adoption; however it is expected that more in depth review will be taken for the City’s facilities plans, as a phasing of renovations for facilities in the City’s Downtown West area are included as comprehensive redevelopment of the area. Staff requested recommendations for next year and looking at the first step of a multi-phase project. Included in the discussion were: • Major Parks improvements that were recommended by the Parks Advisory Board. • Downtown Master Plan improvements, • Sidewalk Improvements • Public Safety improvements • Facility improvements. The relocation of City services to the Downtown West area was recommended in the 2003 and 2014 Downtown Master Plans. More detailed studies were completed in 2014 by an urban planning firm (Winter & Co) and an architectural firm (Ron Hobbs Architects). Those studies were provided to GGAF members. Parks: Williams Drive Pool – discussion: • Do an economic study – turn into commercial site? o Money from pool sale has to be used for buying parkland, not to rebuild the pool • Get an appraisal on the property • Get utilization numbers • Rebuild equivalent to a 50 M pool with adequate parking, taking into consideration that it is close to Williams Drive and the Tennis Center and combine to add money back to the tax roll; do an Aquatic Study • Partner with GISD, etc to build social/competitive facility • Pool is in good shape; structures are what is in bad shape Motion made to get an appraisal on the property, and if relocation is the answer, it must be equivalent to 50M and explore the possibilities of partnering with GISD Unanimously approved. VFW Park – discussion: • Funded with bonds sold 2 years ago • Construct in 2015 No motion needed. West Side Park - discussion: • Make this part of the study • Possibility of using West Side Park as location for the new pool • Price not to exceed $1.3M for VFW Park renovations Unanimously approved. Splash Pad discussion: • Try to use existing parkland on Southeast side • Make sure there is equitable distribution in the 4 quadrants of the city • Suggest looking into locating an aquatic center on the Eastview campus • $300,000 probably isn’t enough, so use the budgeted amount with the caviat to come back to GGAF with additional requests before issuing CO’s • Do a full analysis on the Williams Drive pool before making a decision Unanimously approved Downtown Master Plan discussion: • $300,000 is budgeted to use where needed • What is the parking lot value on the tax roll o 40’ X 120’ for 11 spaces and $193,000 seems lot a lot of money o Provide an appraisal and tax statement; bring back to GGAF for further discussion The GGAF Board is concerned about the price. They would like for staff to continue discussion to substantially lower the price on the price Unanimously approved. Sidewalks discussion: The GGAF Board proposes to hold off on new sidewalks until the study is completed, but the match is proposed to be bond funded from 2nd and Austin to College and 11th street rehab. Emergency Warning System discussion: $1 Million (sirens and flood gauges) • 75% is grant funded ($750,000) – FEMA; 25% match ($250,000) • The Fire Dept with bring this to GGAF in August, as $250,000 will be needed Facilities Master Plan discussion: • Completed in 2003, updated in 2007 • Municipal Court is way too tight • City Hall needs to be addressed • Parking structure West Side Service Center discussion: • Additional $750,000 is requested o Change the scope; originally it was to be for Utilities only o This would add Conservation to the scope – 5,000 sq ft - $750,000 o The Conservation fee funds debt service The GGAF Board is uncomfortable using community resources to a location that is far outside of town. The purpose of Conservation is community outreach, and this is “not handy” and not a common source. GGAF would like to review in August. The board doesn’t support this idea. This will be brought back to GGAF for further discussion at a later meeting. Downtown West discussion: Repurpose: • Library • GCAT • Police Station Mr. Hobbs gave a presentation and an overview of the study, showing the different options available. Discussion included: • Note: This is not a five year fix • Use HOT funds and move CVB o The GGAF Board recommends leaving CVB where it is and sell current Council Chambers • Each phase is “stand alone” and can be implemented as time and funding allows After discussion amongst the GGAF members, their recommendation is to recommend Option B: • relocate City Hall to the Old Library • move Municipal Court to the GCAT Building, with the possibility of adding on to that • leave CVB where it is currently housed • give a 24 month maximum window to sell or repurpose the Police Building Unanimously approved. C. Discussion and possible direction to provide feedback on the potential Request for Qualifications for the engineering and design services for downtown parking structure study, site study and conceptual plans. Laurie Brewer, Assistant City Manager Laurie explained that the City is seeking professional architectural and engineering consultants to provide preliminary design services for a downtown parking structure that is proposed to be located on the city-owned surface parking lot at 9th and Main Streets. This study will include traffic impacts, a site study and an estimate of construction and operating costs. $400,000 is budgeted in the General Capital Projects Fund for this preliminary work on the proposed parking structure. It is anticipated that this report will provide information that will be the basis for final project plans, construction costs and operating costs for future budget impact. These qualifications were developed and reviewed by staff, including engineering and transportation services. This information was provided to the GGAF to determine if there are additional qualifications that should be considered in procuring these professional services. The Board agreed that this is a great opportunity, and that the RFQ was well done. • Jerry suggested “investigating aggressively” to see if there is any interest in a design/build concept • Seek additional help and resources (public/private input) to help get a definition of what we want, i.e. looking at the downtown area, etc. • Do an analysis to find the best location and retain an architect to develop the concept, i.e., possibility of first floor retail, etc. • The members suggested that we take a broad, conceptual approach, and seek an architectural/engineering firm with very specific expertise. Unanimously approved. D. Adjourned at 5:05 p.m. Adjournment The meeting was adjourned at 5:40 pm. _____________________________________ Board Chair City of Georgetown, Texas SUBJECT: Consideration and possible action to approve the purchase of two Dodge 4500-Diesel transitional response vehicles (TRV’s) from Dallas Dodge Chrysler Jeep through the Buy-Board contract purchase price of $367,740.00 for both unit - ClayShell, Assistant Fire Chief ITEM SUMMARY: Dallas Dodge Chrysler Jeep is the authorized dealer for the manufacturer, Frazer, LTD. Currently, Georgetown Fire Department responds to all medical calls in a BRT (big red truck) and this is often cited as being an “excessive” response for routine medical calls. We are proposing the implementation of two (2) transitional response vehicles (TRV’s) to allow for a more cost-effective and efficient medical response. Moreover, these vehicles will be capable of transporting sick and/or injured people to the hospital or alternate care facility. The primary role of the TRV will be medical response, care, and transport. The secondary role will include operational deployment at fire or other specialized emergency incidents. This will allow the fire department to improve its ability to assemble an effective firefighting force (EFF) within 8-minutes. Currently, we are only capable of providing the EFF within 8-min at approximately 39% of the fire incidents. Our goal is to meet the national standard of 8-minutes at 90% of the fire incidents. Cost breakdown: $179,975.00 – each unit $3,660.00 – one (1) spare Onan generator $3,100.00 – one (1) spare self-contained AC unit $230.00 – one (1) spare Onan fuel pump kit $800.00 – Buy-Board fee $367,740.00 - TOTAL FINANCIAL IMPACT: Funding is allocated in 2014-15 proposed budget and payment due upon delivery. Expected delivery date is late January or early February of 2015. SUBMITTED BY: Clay Shell, Assistant Fire Chief City of Georgetown, Texas SUBJECT: Grant award and related funding for Outdoor Warning System from Federal Signal Corporation Alerting & Notification Systems for contract purchase price of $499,845.12 as planned in the 2014-15 GCP Budget - Clay Shell, Assistant Fire Chief ITEM SUMMARY: In 2010, a Citizens Committee recommended to City Council that the existing system be replaced and expanded to meet the needs of the community. This is to replace and expand the existing outdoor warning system with a new state of the art system. Our current system is antiquated and inadequate to meet the needs of the community with only seven (7) locations. The new system will expand to 23 locations. In 2012, Federal Signal Corporation through DH Marketing completed a preliminary study and cost analysis. Direction was given to find grants to assist with this project moving forward. The final study and pricing was completed in July 2014. In 2013, this project was included in the Georgetown Hazard Mitigation Plan (HMP). As of July of 2014, the draft HMP was under review with the Federal Emergency Management Agency (FEMA) for final approval. Once approved, it will be brought before City Council for adoption. In 2008, the City received funds through a federal grant under FEMA for natural disaster mitigation. A portion of the funds were used to create the Georgetown Hazard Mitigation Plan, which must be in place before other FEMA projects can be approved. The remaining money is eligible for use on the outdoor warning system. FINANCIAL IMPACT: Funding is through an existing grant that will require a 25% match. This match will be met using in-kind monies and budget allocation. SUBMITTED BY: Clay Shell, Assistant Fire Chief ATTACHMENTS: Description Type Outdoor Warning System Proposal Cover Memo City of Georgetown, Texas SUBJECT: Consideration and possible approval of annual appropriations to several large Information Technology vendors for maintenance services during the FY 2015 fiscal year Mike Peters, IT Director ITEM SUMMARY: This item is for the annual IT software maintenance agreement renewals for several recurring vendors for the FY 2015 fiscal year. All items relate to previously purchased products and maintenance renewals have been requested each year at this time. 1. Sungard Public Sector, Inc. (Sungard) in the amount of $143,000 for IT software maintenance expense for the Sungard OSSI CAD/RMS system (Public Safety Computer Aided Dispatch System). OSSI is a sole-source system. 2. Presidio Networked Solutions, Inc. (Presidio) in the amount of $135,000 for IT hardware/software maintenance expense ($60,000) and VOIP Phone System Maintenance ($65,000). This item is for the annual IT software maintenance agreement renewals for Cisco networking equipment, Cisco phone system (servers and software), Cistera call recording system and Xmedius Fax server system. Presidio is a Department of Information Resources (DIR) vendor. 3. SHI Government Solutions (SHI) in the amount of $120,000 for IT software maintenance expenses related to the Microsoft Enterprise Agreement (Microsoft- branded server, database and client software licensing and maintenance). SHI is a Texas Department of Information Resources (DIR) vendor. 4. Verizon Wireless (Verizon) in the amount of $115,600 for wireless data services. Wireless data services involve communication from City systems to computers in Police and Fire vehicles, GUS field vehicles, Code Enforcement and other miscellaneous users. GPS tracking for certain vehicles is also included. Verizon is a Department of Information Resources (DIR) vendor. 5. Tyler Technologies (Tyler) in the amount of $105,000 for IT software maintenance expense for the Incode system (Financial, Court and Utility Billing Systems). Incode is a sole-source system. 6. Infor Public Sector, Inc., (Infor) in the amount of $67,500 for IT software maintenance expense related to the Infor Enterprise Asset Management (EAM) system. Infor is a Federal General Services Administration (GSA) Schedule 70 vendor. 7. Electsolve Technology Solutions and Services, Inc. (Electsolve) for the amount of $50,400 for annual software maintenance of the City’s Meter Data Management System. Electsolve is a sole-source system. FINANCIAL IMPACT: All items were budgeted during the FY 2015 budget process. Expenses will be recorded in account 570-5-0641-51-341 (Annual Contracts), except for Verizon services which are allocated to the relevant departments using the service. SUBMITTED BY: Mike Peters, IT Director City of Georgetown, Texas SUBJECT: 2015 renewal of MyPermitNow - Tamera Baird, Chief Plans Examiner ITEM SUMMARY: MyPermitNow is the system that Permit and Inspections and Planning are currently using to process, track, and store all development related applications. Currently, our volume of applications has us subscribing to the 8000-10000 projects for an annual cost of $45,000.00. Additionally, we subscribe to the Addressing/GIS Integration as well for an annual cost of $2,760.00. This brings the total for the system use to $47,760.00 annually. There are additional modules and products that are being analyzed that may increase productivity and customer service, such as a GPS module that could facilitate inspection scheduling and add some reporting capabilities. This system would add an additional $3,456.00 to our annual cost. Additionally, the project volume is tracked to be sure we are in the correct rate volume. SCPDC allows for the adjustment of our rate level during the year, if needed. If our analysis shows that our project volume will push us to the next rate that would be an additional $6,000 per year. In the event our project volume pushes us into the next rate level and we add the GPS module, this would increase our annual cost to $57,216.00. FINANCIAL IMPACT: The MyPermitNow system has been paid for by technology fees assessed to each project and paid by the builders and developers. We will continue to monitor project intake against the cost of the system and adjust technology fees if needed to continue to insure that this system remains revenue neutral. SUBMITTED BY: Tamera Baird, Chief Plans Examiner City of Georgetown, Texas SUBJECT: Consideration and possible action for the approval of the annual payment for the operation of the county wide radio communications system to Williamson County in the amount of $134,989.00 - Stan Hohman, Fleet Services Supervisor and Micki Rundell, Chief Financial Officer ITEM SUMMARY: In February 2008 the City Council approved entering into an interlocal agreement with Williamson County for the establishment, operation and maintenance of the Williamson County Radio Communications System. This agreement dissolved the old CWICS group which consisted of Williamson County, Georgetown, Round Rock, Cedar Park and Hutto, and established a Williamson County Radio Communication System. The agreement created an organizational and management structure for on-going administration, operation and maintenance of the system; and creates a budget process, strategic planning/budget forecasting process, as well as allocation of costs associated with operating, maintaining and upgrading the system. In accordance with the agreement, Williamson County bills the City quarterly for operations and maintenance at a cost of $23.29 per radio per month. The City currently has 483 radios on the system. FINANCIAL IMPACT: Total amount of the City’s portion of the Williamson County RCS for fiscal year 2014/15 is $134,989.00 based upon the rate of $23.29 per radio for 483 City of Georgetown radios. $183,000.00 was budgeted in account 520-5-0351-51-310 Fleet Contracts and Leases. SUBMITTED BY: Stan Hohman, Fleet Services Supervisor and Micki Rundell, Chief Financial Officer ATTACHMENTS: Description Type Rate Increase Official Notification Cover Memo Williamson County Radio Communications System (RCS) OFFICIAL NOTIFICATION 4-1-14 ____________________________________________________ Members: Judge Dan Gattis, Chairperson, Williamson County John Sneed, Program Manager Catherine Roberts, System Manager Rick White, Round Rock (Primary) Leigh Carrico, Round Rock (Alternate) Patrick Hurley, Georgetown (Primary) Clay Shell, Georgetown (Alternate) Marvin Harris, Cedar Park (Primary) James Mallinger (Alternate) Dwain Jones, Hutto (Primary) Rob Bocanegra, ESD 3 (Alternate) RE: Radio Subscriber Fee FY 2015 This Official Notification is to allow for preparation of all agencies for the FY 2014 with regards to their budget allowances for radio subscriber fees. In accordance with the ILA drafted in 2008 for the establishment, operation and maintenance of The Williamson County Radio Communications System reference Subsection 14.02 “Cost for RCS Party or Associate to Participate in RCS during First Five Fiscal Years.” Subsection 14.02: Cost for RCS Party or Associate to Participate in RCS During First Five Fiscal Years. For the first five Fiscal Years of this Agreement, beginning October 1, 2007, the only cost chargeable to RCS Parties and Associates is $17.50 per Subscriber Unit per month in order for the RSC Party or Associate to gain and enjoy full participation in the RSC System. All parties expressly acknowledge and agree that the annual Subscriber Unit Fee shall, without exception, be frozen at $17.50 per Subscriber Unit per month for the first five Fiscal Years of this Agreement, beginning October 1, 2007. Please note at this time the County is exercising its right for potential increase set forth in Subsection 14.05. Subsection 14.05: Potential Increases in Subscriber Unit Fees. Following the first five Fiscal Years of this Agreement, during which time the annual Subscriber Unit Fees will have remained frozen at $17.50 per Subscriber Unit per month, the annual Subscriber Unit Fee which is assessed for each Subscriber Unit may be increased by the Program Manager/Williamson County in an amount not to exceed ten percent (10%) per year per Subscriber Unit. In the event that the Program Manager/Williamson County makes a determination that an increase is necessary which exceeds such ten percent (10%) limit, then and in that event the Program Manager/Williamson County shall submit the matter to the Advisory Board. After a hearing, the Advisory Board shall make known in written form its determination as to whether an increase above such ten percent (10%) limit is warranted and, if so, an appropriate percentage of increase to the Subscriber Unit Fee. Following receipt of such determination by the Advisory Board, the Williamson County Commissioner’s Court shall set the actual amount of increase, if any. The Program Manager/Williamson County shall notify the RCS Parties and Associates of same. Subscriber fees set forth for the FY 2015 will be as such: $23.29 per subscribing unit per month. You may direct any questions or concerns regarding this increase to the RCS System Manager Catherine Roberts 512-943-3575 or Julie Kiley at County Auditor’s office 512-943-1552. City of Georgetown, Texas SUBJECT: 2014-15 Fire Department Operations Service Fees and Fire & Life Safety Service Fees - John Sullivan, Fire Chief ITEM SUMMARY: Pursuant to Ordinance No. 2014-41 amending Chapter 2.28 entitled “Fire Department,” the Fire Chief is required to present the Fire Department Operations Service Fees and Fire & Life Safety Service Fees and related policies to the City Council for approval. This fee schedule is attached to the document for your review. We have evaluated numerous fire- based systems to ensure market competitiveness within the Fee Schedule. Moreover, it is our intent to review the fee schedule on an annual basis to ensure market competitiveness and/or relevance. FINANCIAL IMPACT: Conservative revenue projections were included within proposed FY2014/15 budget. The estimated breakdown is as follows: Fire Department Operation Fees: $92,000 (2013) EMS Fees have been newly revised so there is no historic data from GFD Budget estimates are $683K in FY2014/15 and $1.3M in FY15/16 Fire & Life Safety Fees: ($20,550) (2013) SUBMITTED BY: John Sullivan, Fire Chief ATTACHMENTS: Description Type Fire Fee Schedule Cover Memo GGGGFDFDFDFD I.I.I.I. TITLETITLETITLETITLE All rules and regulations contained herein, together with additions and amendments as may be hereafter adopted, are hereby designated as the “Georgetown Fire Department Fee Schedule.” II.II.II.II. AUTHORITYAUTHORITYAUTHORITYAUTHORITY This Fee Schedule is adopted by Ordinance of the City of Georgetown which reads as follows: Sec. 2.28.140. Fire Department Operation Service Fees. The City Council authorizes the Fire Chief to establish Fire Department Operations Service Fees, and policies and regulations governing the collection of those fees. The Fire Chief shall provide the City Council with an annual updated fee schedule with a summary of changes adopted during the previous year, if the fees, or policies and regulations are changed within the preceding year. Sec. 2.28.150. Fire & Life Safety Service Fees. The City Council authorizes the Fire Chief to establish Fire & Life Safety Service Fees, and policies and regulations governing the collection of those fees. The Fire Chief shall provide the City Council with an annual updated fee schedule with a summary of changes adopted during the previous year, if the fees, or policies and regulations are changed within the preceding year. Sec. 2.28.160. Special Events Fees. Special events sponsors shall be charged for any and all services required by the fire department, as determined by the fire department in its sole discretion, working in conjunction with the City's special events personnel, including, but not limited to standby fire apparatus and its personnel, and/or fire/medical crews and vehicles. Such special events fees shall be due and payable with the special events permit application, and shall be in addition to any fees incurred for other fire department services rendered. Sec. 2.28.180. Fee Collection. A. Fire Department is authorized to collect fees for services provided inside the city limits as well as those provided outside the city limits pursuant to all applicable rules, regulations, and state law. SERVICE FEE SCHEDULESERVICE FEE SCHEDULESERVICE FEE SCHEDULESERVICE FEE SCHEDULE GEORGETOWN FIRE DEPARTMENTGEORGETOWN FIRE DEPARTMENTGEORGETOWN FIRE DEPARTMENTGEORGETOWN FIRE DEPARTMENT B. Fees that are the result of any actions listed in section 2.28.140, 2.28.150, 2.28.160 and 2.28.170 are the responsibility of the property owner or occupant and are due and payable immediately upon receipt of an invoice from the fire department or its authorized agent. C. Fire Department is authorized to obtain the requisite incident information to collect fees through internal and/or contractual services. D. Fire Department shall coordinate with development services for applicable fee collection along with utilizing fire records management for the collection of any additional fees not collected by development services. Sec. 2.28.190. Exemptions from fees. Calls for service at residential structure fires shall not be subject to any fees unless it is determined to be for cause, as is identified in Section 2.28.170. III.III.III.III. PURPOSEPURPOSEPURPOSEPURPOSE The purpose of the Fee Schedule is to provide for the reimbursement of costs for emergency and/or non-emergency responses by the Georgetown Fire Department for certain emergency incidents, special events, malicious incidents, hazardous material incidents, technical or specialized rescue incidents, motor vehicle collisions, and incidents caused by negligence and/or willful disregard for established fire and life-safety codes. Additionally, the Fee Schedule shall be applied to responses to non-City residents and/or those responses not covered under an approved mutual or automatic-aid agreement. IV.IV.IV.IV. LIABILITY LIABILITY LIABILITY LIABILITY The Georgetown Fire Department shall, at its sole discretion, determine whether or not Fire Department resources and/or personnel are available for reimbursable services cited within this document. Furthermore, all persons responsible for the enforcement or application of the Fee Schedule, shall not be liable for any damage or injury to persons or property arising out of or relating in any way to the application or enforcement of this Fee Schedule. V.V.V.V. DEFINITIONSDEFINITIONSDEFINITIONSDEFINITIONS Unless the context specifically indicates otherwise, the meaning of terms used in the Fee Schedule shall be as follows: a. Emergency Incident shall mean those incidents that require fire, rescue and/or medical response in an immediate fashion, following established emergency response protocols. b. Fire Department shall mean the Georgetown Fire Department. c. Emergency Personnel shall mean personnel who are employees of the Georgetown Fire Department during their involvement in an emergency or non-emergency incident. d. Hazardous Material Incident shall mean those incidents involving the release of any product that could prove a danger to health or the environment. e. Malicious Incident shall mean those emergency incidents which stem from an individual’s intentional purpose to cause property damage, endanger lives, and/or cause the response of emergency personnel for other than an actual emergency. f. Medical Call shall mean those emergency incidents in which the Georgetown Fire Department responds and functions as the primary care provider. g. Motor Vehicle Collision shall mean incidents involving one or more motorized vehicles including cars, trucks, buses, planes, helicopters, trains, motorcycles, and the vehicles and trailers being pulled by motorized vehicles. h. Non-Emergency Incident shall mean those incidents which allow for fire, rescue and/or emergency medical response in a less urgent fashion, following established non-emergency response protocols. i. Non-Permitted Burns shall mean the intentional disposal of debris without the written permission from the Georgetown Fire Department. j. Nuisance Incident shall mean those incidents that are of the same nature, on a repetitive basis, at the same location, due to the lack of servicing to mechanical and/or electrical equipment of an emergency system, or the failure to correct a previously documented fire hazard, or false reporting of an emergency incident or any other fire department response that is deemed unnecessary by the Fire Chief, including but not limited to false alarms caused by carelessness. k. Special Event shall mean those non-emergency events that occur within and/or outside the City of Georgetown that require the presence of Emergency Personnel employed by the Fire Department, or as requested by owner/coordinator of the involved property. l. Technical Rescue Event shall mean incidents that require rope rescue, water rescue, confined space rescue or technical rescue services and/or extrication. m. Wildland Fire shall mean any outside fire involving general natural combustible materials, other than a permitted burn, with no restriction concerning area involved, or size of any damaged area. VI.VI.VI.VI. ELIGIBLE EXPENSES/INCIDENTSELIGIBLE EXPENSES/INCIDENTSELIGIBLE EXPENSES/INCIDENTSELIGIBLE EXPENSES/INCIDENTS The following types of occurrences and incidents that involve the response of Georgetown Fire Department personnel and/or resources are eligible for invoicing pursuant to this document. a. Fire protection services b. Services for preservation of life (hazardous material, technical rescue, mva, etc.) c. Medical services d. Plan reviews (includes plan review, inspection, citation, permit, and investigative) e. Standby charges (special events, fire watch, etc.) f. User fees (classroom fees, community outreach fees, etc.) g. Other charges (nuisance, negligent or malicious incidents) h. Non-permitted Burns i. Responses or use of Fire Department personnel and/or resources to non-City properties or persons not covered under an approved mutual or automatic-aid agreement. VII.VII.VII.VII. EEEENFORCEMENTNFORCEMENTNFORCEMENTNFORCEMENT All enforcement, invoicing, and application of the Fee Schedule is the responsibility of the Fire Chief and/or his designee. Furthermore, the Fire Chief is authorized to conduct investigations and take other steps necessary and provided by law to enforce. VIII.VIII.VIII.VIII. INVOICINGINVOICINGINVOICINGINVOICING The invoice must contain, at minimum, the date on which services were rendered by the Georgetown Fire Department, due date for payment of invoice, mailing address for payment, the type of incident under the Fee Schedule that serves as the basis for the invoice, an explanation of the services provided, and the cost of rendered services. a. Responsible Party i. Special Events may be invoiced per occurrence, with the property owner or event organizer(s) responsible as indicated at the time of the event planning. ii. Malicious Incidents may be invoiced per occurrence to the responsible party. iii. Hazardous Material Incidents may be invoiced per occurrence for negligent events, with the property owner and/or responsible party. iv. Technical Rescue Incidents may be invoiced per occurrence for negligent events that result in rendered services. v. Motor Vehicle Collisions where extrication is performed may be invoiced per occurrence. In the event multiple vehicles are involved, responsibility for costs may be prorated, as determined by the Fire Chief, among the person(s), operator(s), or vehicle owner(s). vi. Non-Permitted Burns may be invoiced per occurrence to responsible party. vii. Permitted Burns that get out-of-control due to negligence may be invoiced to the person that was issued the permit. viii. Wildland Fires caused by negligence may be invoiced per occurrence to the individual responsible for starting the fire. ix. Nuisance Incidents may be invoiced per occurrence, after three occurrences within a calendar year. The property owner shall be considered the responsible party. x. Medical Calls may be invoiced per occurrence, with the individual being treated held responsible for the costs. Invoices shall be the sole discretion of Fire Chief. xi. Out-of-City Responses may be invoiced to the property owner or person receiving assistance from Fire Department resources and/or personnel. b. Reimbursement rates shall be invoiced at the determined rate for each resource and/or employee. Additional time shall be prorated to the nearest ½-hour increments. The established reimbursement rates are published in the accompanying Georgetown Fire Department FY2014/15 Fee Schedule. Payment of the invoice shall be due within 30-days of the invoice date, and interest shall accrue at a ten percent (10%) Annual Percentage Rate (APR) beginning the thirty-first (31st) day. IX.IX.IX.IX. EFFECTIVE DATEEFFECTIVE DATEEFFECTIVE DATEEFFECTIVE DATE The Georgetown Fire Department Fee Reimbursement schedule is effective October 1, 2014 and shall remain in effect until repealed. The Fire Chief is authorized to modify and/or amend the schedule per the adopted Ordinance. John Sullivan, Fire Chief Date FIRE PROTECTION &FIRE PROTECTION &FIRE PROTECTION &FIRE PROTECTION & EMERGENCY RESPONSE FEESEMERGENCY RESPONSE FEESEMERGENCY RESPONSE FEESEMERGENCY RESPONSE FEES a.a.a.a. EquipmentEquipmentEquipmentEquipment TypeTypeTypeType Taxpayer (T)Taxpayer (T)Taxpayer (T)Taxpayer (T) NonNonNonNon----Taxpayer (NT)Taxpayer (NT)Taxpayer (NT)Taxpayer (NT) NoteNoteNoteNote Ladder Truck $300/Hour $300/Hour 1hr min (T) / 2hr min (NT) Fire Engine (Type I) $250/Hour $250/Hour 1hr min (T) / 2hr min (NT) Fire Engine (Type III) $200/Hour $200/Hour 1hr min (T) / 2hr min (NT) Fire Engine (Type VI) $100/Hour $100/Hour 1hr min (T) / 2hr min (NT) Equipment/Support Unit $200/Hour $200/Hour 1hr min (T) / 2hr min (NT) Water Tender Unit $150/Hour $150/Hour 1hr min (T) / 2hr min (NT) Ambulance (No Trans) $100/Hour $100/Hour 1hr min (T) / 2hr min (NT) Ambulance (BLS Trans) $690 Base Rate $690 Base Rate Base Rate + Fees Ambulance (ALS1 Trans) $745 Base Rate $745 Base Rate Base Rate + Fees Ambulance (ALS2 Trans) $765 Base Rate $765 Base Rate Base Rate + Fees Command Unit $75/Hour $75/Hour 1hr min (T) / 2hr min (NT) Fire Investigation Unit $75/Hour $75/Hour 1hr min (T) / 2hr min (NT) b.b.b.b. PersonnelPersonnelPersonnelPersonnel RankRankRankRank Taxpayer (T)Taxpayer (T)Taxpayer (T)Taxpayer (T) NonNonNonNon----Taxpayer (NT)Taxpayer (NT)Taxpayer (NT)Taxpayer (NT) NoteNoteNoteNote Chief Officer Actual + ERE $65/Hour + ERE ERE = 23.29% Inspector/Investigator Actual + ERE $45/Hour + ERE ERE = 23.29% Officer (LT or CPT) Actual + ERE $45/Hour + ERE ERE = 23.29% Driver/Engineer Actual + ERE $35/Hour + ERE ERE = 23.29% Paramedic Actual + ERE $35/Hour + ERE ERE = 23.29% Firefighter Actual + ERE $30/Hour + ERE ERE = 23.29% c.c.c.c. SuppliesSuppliesSuppliesSupplies SuppliesSuppliesSuppliesSupplies Taxpayer (T)Taxpayer (T)Taxpayer (T)Taxpayer (T) NonNonNonNon----Taxpayer (NT)Taxpayer (NT)Taxpayer (NT)Taxpayer (NT) NoteNoteNoteNote All supplies used or damaged Cost + 10% Cost + 10% Supplies may include water, foam, hose, tools, fuel, personal protection equipment, medical supplies, and any other equipment that was used or damaged as part of the response. NotesNotesNotesNotes a. Fee schedule applies to billable responses to non-taxpayers and/or non-emergent standby request b. After the full hour, all fees will be prorated to the next half-hour c. ERE calculated at 12.50%TMRS, 7.65% FICA,3.26% ICA, Unemployment Insurance 2.30% d. EMS Fees is set at $12/mi, consumable supplies cost, and $45 for Oxygen OPERATION SERVICE FEE SCHEDULEOPERATION SERVICE FEE SCHEDULEOPERATION SERVICE FEE SCHEDULEOPERATION SERVICE FEE SCHEDULE GEORGETOWN FIRE DEPARTMENTGEORGETOWN FIRE DEPARTMENTGEORGETOWN FIRE DEPARTMENTGEORGETOWN FIRE DEPARTMENT Regional Fire Training FeesRegional Fire Training FeesRegional Fire Training FeesRegional Fire Training Fees a.a.a.a. Training TowerTraining TowerTraining TowerTraining Tower ItemItemItemItem RateRateRateRate NoteNoteNoteNote Training Tower (without Burn Room or props) $75.00 per hour Minimum charge of two (2) hours Training Tower with use of props $100.00 per hour Minimum charge of two (2) hours Training Tower w/ Burn Room $150.00 per hour Minimum charge of two (2) hours, plus cost of GFD Safety Officer and Supplies b.b.b.b. TowerTowerTowerTower Prop Use (if used individually)Prop Use (if used individually)Prop Use (if used individually)Prop Use (if used individually) ItemItemItemItem RateRateRateRate NoteNoteNoteNote Wall Breach Prop $25.00 per hour Minimum charge of two (2) hours, responsible for supplies Confined Space Tubing Prop $25.00 per hour Minimum charge of two (2) hours, plus use of GFD Safety Officer Movable Maze $25.00 per hour Minimum charge of two (2) hours Rebar Prop $25.00 per hour Minimum charge of two (2) hours, must supply rebar Garage Door Prop $25.00 per hour Minimum charge of two (2) hours, must supply garage door panels FDC / Sprinkler Prop $25.00 per hour Minimum charge of two (2) hours Forcible Entry Prop $25.00 per hour Minimum charge of two (2) hours must supply flat stock, rebar, etc. Rappelling Tower $25.00 per hour Minimum charge of two (2) hours, must use GFD Safety Officer c.c.c.c. Ventilation PropVentilation PropVentilation PropVentilation Prop ItemItemItemItem RateRateRateRate NoteNoteNoteNote Ventilation Prop (Flat or Pitched roof) $75.00 per hour Minimum charge of two (2) hours, must supply OSB/2x4 Ventilation Prop with use of other movable props $100.00 per hour Minimum charge of two (2) hours d.d.d.d. MiscellaneousMiscellaneousMiscellaneousMiscellaneous ItemItemItemItem RateRateRateRate NoteNoteNoteNote Safety Officer $75.00 per hour Minimum charge of two (2) hours, Moveable Props $25.00 per hour/prop Minimum charge of two (2) hours OPERATION SERVICE FEE SCHEDULEOPERATION SERVICE FEE SCHEDULEOPERATION SERVICE FEE SCHEDULEOPERATION SERVICE FEE SCHEDULE GEORGETOWN FIRE DEPARTMENTGEORGETOWN FIRE DEPARTMENTGEORGETOWN FIRE DEPARTMENTGEORGETOWN FIRE DEPARTMENT Community Outreach FeesCommunity Outreach FeesCommunity Outreach FeesCommunity Outreach Fees a.a.a.a. CPR TrainingCPR TrainingCPR TrainingCPR Training CourseCourseCourseCourse RateRateRateRate NoteNoteNoteNote Healthcare Provider $35/person $40/person City Resident Non-resident Heart Saver $35/person $40/person City Resident Non-resident Family & Friends No Charge $20/person City Resident Non-resident CPR/First-Aid Combo $50/person City Resident/Business b.b.b.b. FirstFirstFirstFirst----AidAidAidAid CourseCourseCourseCourse RateRateRateRate NoteNoteNoteNote First-Aid Course $25/person $40/person City Resident Non-resident c.c.c.c. Babysitter CourseBabysitter CourseBabysitter CourseBabysitter Course CourseCourseCourseCourse RateRateRateRate NoteNoteNoteNote First-Aid Course $35/person $45/person City Resident Non-resident d.d.d.d. Fire Extinguisher CourseFire Extinguisher CourseFire Extinguisher CourseFire Extinguisher Course CourseCourseCourseCourse RateRateRateRate NoteNoteNoteNote Fire Extinguisher Class No Charge $10/person City Resident – Scheduled Class Non-resident/Unscheduled/Off-site (min. 10ppl) e.e.e.e. Residential Lock BoxResidential Lock BoxResidential Lock BoxResidential Lock Box CourseCourseCourseCourse RateRateRateRate NoteNoteNoteNote Residential Lock Box $60/box City Resident f.f.f.f. Speaker & Teacher BureauSpeaker & Teacher BureauSpeaker & Teacher BureauSpeaker & Teacher Bureau CourseCourseCourseCourse RateRateRateRate NoteNoteNoteNote Life Safety Education No Charge Salary + ERE* City Resident – Scheduled Class/Event Non-resident/Business NotesNotesNotesNotes a. Calculated hours shall include travel time and be prorated to the next half-hour b. Salary shall be calculated at actual cost + ERE FIFIFIFIRRRREEEE &&&& LIFE SAFETY SERVICE FEE SCHEDULELIFE SAFETY SERVICE FEE SCHEDULELIFE SAFETY SERVICE FEE SCHEDULELIFE SAFETY SERVICE FEE SCHEDULE GEORGETOWN FIRE DEPARTMENTGEORGETOWN FIRE DEPARTMENTGEORGETOWN FIRE DEPARTMENTGEORGETOWN FIRE DEPARTMENT Fire Code Compliance FeesFire Code Compliance FeesFire Code Compliance FeesFire Code Compliance Fees a.a.a.a. Fire Code PermitsFire Code PermitsFire Code PermitsFire Code Permits PermitPermitPermitPermit RateRateRateRate NoteNoteNoteNote Automatic Extinguishing Systems Alternative Automatic Extinguishing a $250 $100 New system installation Modification Automatic Extinguishing Systems Commercial Cooking Systems a $150 $100 $100 New single system installation Each additional system installation Modification Automatic Extinguishing Systems Commercial Sprinkler New a $250 $500 $250 $250 New system installation 1-10,000sqft 10,000-52,000sqft Each addt’ 52,000sqft or fraction thereof Each floor above or below first floor Automatic Extinguishing Systems Commercial Sprinkler Modification a $100 $200 $350 $100 1-20 Heads 21-100 Heads 101-500 Heads Each 100 heads or fraction thereof over 500 Automatic Extinguishing Systems Fire Pump and Related Equipment a $500 $250 $150 New single pump, includes tank Each additional pump Modification Automatic Extinguishing Systems Residential Sprinkler a $100 No Fee One- two-family dwelling Voluntary installation, not required by code Automatic Extinguishing Systems Standpipe Systems a $200 $100 System with 1-4 outlets Each additional 4 outlets or fraction thereof Automatic Extinguishing Systems Underground Fire Line Supply a $200 $100 $100 First 150 lineal feet Each additional 150 feet Fireline stubout when submitted separately Blasting - Explosives a $200 Operational permit, each 30 day period Burning Open Burn, Open Flames, Candles, Torches, Recreational Fire (Wildfire Risk Area) a $100 $100 $50 $25 $25 Air Diffuser Operation (per 30 days) Commercial open burn (per 30 days) Open flames, candles, torches (annual) Public assembly fire (event) Residential fire (permit period) Fire Alarm and Detection Systems New Installation a $250 $500 $250 $250 New system installation 1-10,000sqft 10,000-52,000sqft Each addt’ 52,000sqft or fraction thereof Each floor above or below first floor FIRE & LIFE SAFETY SERVICE FEE SCHEDULEFIRE & LIFE SAFETY SERVICE FEE SCHEDULEFIRE & LIFE SAFETY SERVICE FEE SCHEDULEFIRE & LIFE SAFETY SERVICE FEE SCHEDULE GEORGETOWN GEORGETOWN GEORGETOWN GEORGETOWN FIRE DEPARTMENTFIRE DEPARTMENTFIRE DEPARTMENTFIRE DEPARTMENT PermitPermitPermitPermit RateRateRateRate NoteNoteNoteNote Fire Alarm and Detection Systems Modification to Existing System a $150 $250 1-10 Devices Greater than 10 devices Fire Alarm and Detection Systems Monitoring System a $150 Fire protection monitoring system when submitted separately Fire Apparatus Access a $100 $50 $75 Access and fire lane marking Each fire apparatus access gate Annual gate operation inspection (per site) Fireworks and Pyrotechnics Display/Show $250 Per display or show Includes review and insp (Additional fee for fire protection operational standby as determined by Chief) Flammable and Combustible Liquids a $200 $100 $75 New installation single tank Each additional tank install at same time Annual inspection of tanks not regulated by State Fire Marshal Hazardous Materials a $100/hr $100/hr $150 New system, storage area, tank, includes HMIS and HMMP review, min 2hr. Revision/Modification of approved submittal Annual inspection and HMIS, HMMP review LP-Gas a $150 $75 New installation Annual inspection (exception-containers with 500-gallon capacity or less serving one- and two-family dwellings) Tents and Membrane Structures a $150 $50 Single tent Each additional tent on site Mobile Food Vendor Fee $125 Annual permit w/ up to 1-hour of inspection Other Operational Permits - IFC a (permit not separately indicated) $75 $75/hr Annual permit w/ up to 1-hour of inspection Per rounded hour of addt’ inspection time Other Construction Permits – IFC a (permit not separately indicated) $150 New system installation b.b.b.b. Inspection / Response FeesInspection / Response FeesInspection / Response FeesInspection / Response Fees TypeTypeTypeType RateRateRateRate NoteNoteNoteNote Business Inspection No Fee No Fee $75 $150 $150 Annual Business Inspection Fee First re-inspection Second re-inspection due to non-compliance Third re-inspection due to non-compliance Business may be issued a Stop Work Order pending compliance w/ code /or Citation. Re-inspection - restore business operation Certificate of Occupancy Inspection $100 $75 $75 Includes up to 2-hours Per hour of additional inspection Re-inspection per hour (minimum of 1-hr) Code Consultation Interpretations, Pre-Submittal Consultations, and Technical Services with Documented Record/Report $150 $75 Includes initial meeting and up to two hours of research and documentation. Per hour fee for follow up meeting or additional time and documentation (not intended for simple/minor issues) TypeTypeTypeType RateRateRateRate NoteNoteNoteNote Construction Inspection New and/or modification construction No Fee $75 $150 First inspection included in permit fee First re-inspection Second and/or each subsequent re- inspection Construction Document Review Development, Preliminary, and Concept $150 $75 Each development submitted as a whole Additional, each separately submitted unit, or phase Construction Document Review Building Construction - New Building $200 $200 $75 0-52,000sqft, includes two reviews Each addt’ 52,000sqft or fraction thereof Per hour of additional review to achieve code compliance or due to revisions Construction Document Review Building Construction - Modification Tenant Improvements Landlord Improvements $100 $100 $75 0-52,000sqft, includes two reviews Each addt’ 52,000sqft or fraction thereof Per hour - For additional review to achieve code compliance or due to revisions to approved plan Licensed Inspection/Re-Inspection Care Center, Nursing Home, Hospital, etc. $75 $75 Up to one-hour of inspection For each subsequent hour, portion thereof Expedited Permit/Plan Review 300% 300% of regular permit fee, written request required, when available and pre-approval by Chief required. Fire Alarm Response $150 $1000 $500 Each false alarm exceeding 3/yr, due to "failure to notify" when working on or testing sprinkler and / or fire alarm system, and alarm malfunctions Intentional false alarm Burning or hazardous operation without permit causing emergency response Fire Watch/Standby – Fire Code Official $75/hr Minimum 2hrs., when available and pre- approval by Chief required. Does not include operational response equipment, additional fee may be required Inspection After Business Hours $75/hr Minimum 2hrs., when available and pre- approval by Chief required Inspection No-Show $150 Failure to attend a scheduled inspection after 30 minute Fire Code Official wait time Work Without Approved Permit 500% 500% of regular permit fee NotesNotesNotesNotes a. Fee includes fire code compliance review, and inspections during business hours City of Georgetown, Texas SUBJECT: Discussion and possible direction to staff regarding the long-term financial impacts of “frozen” Property Values due to new age-restricted developments within the City - Micki Rundell, Chief Financial Officer ITEM SUMMARY: The law that allows the Over 65 and Disable Property Tax freeze was authorized by the state in 2003 and approved by Georgetown voters in May 2004. Williamson County elected to approve the freeze by resolution shortly thereafter. Since 2004, the City’s “frozen” valuation has grown significantly to $1.6B or 31% of the City’s total $5.2B tax base, thus having a substantial impact to the City’s tax revenues. When the City issues bonds for roads and other public amenities, the property tax burden associated with those bonds are not spread evenly across the City’s entire tax base. Over time, the increase in “frozen” homeowners has resulted in a tax inequity or imbalance of over $2M annually in redistributed property tax burden. As mentioned previously noted, 31% of the TOTAL City property tax base is frozen. While a large portion of the frozen property was limited to Sun City, the remainder of the City’s Assessed Valuation (net of Sun City) is still frozen at approximately 23.5%. In comparison, Cedar Park’s frozen assessed value is 5.9% of total assessed valuation and Leander is 6.4% of total assessed valuation. The City has been successful in developing strategies to mitigate this financial tax rate impact. New commercial growth has historically helped in offsetting the increasing growth in frozen value as a percentage of TOTAL assessed valuation. But as the Frozen Valuation percentage grows, it will be harder to offset the tax rate and related revenue impacts. The results will be higher taxes for non-frozen residential and commercial properties. Other strategies that have been implemented include diversifying the City’s revenue sources with less General Fund dependence on Property Tax revenue (currently approximately 20% of the $45M GF budget is funded by property taxes), as well as, working to control increases in operational costs. This item is to discuss financial policy issues and related options for potential new age restricted developments that may be established in the future Option could include: Assessing a per unit fees on new age-restricted development that could be reserved for future property tax relief o Collected funds would be reserved and amortized against future losses in tax revenue due to those frozen properties assessed Limit percentage or number of units in future developments that can be age-restricted through changes to UDC This item was previously discussed by GGAF at its June meeting, whereby; staff was directed to review the issue holistically and to bring back the item to GGAF for further discussion at the August meeting. FINANCIAL IMPACT: Detailed historical data SUBMITTED BY: Micki Rundell, Chief Financial Officer ATTACHMENTS: Description Type Historical Data Cover Memo City of Georgetown, Texas SUBJECT: Presentation and discussion of the Westside Service Center - Wesley Wright, Director of Systems Engineering and Jim Briggs, General Manager of Utilities ITEM SUMMARY: The Westside Service Center is part of the approved Facility Master Plan. Its construction is intended to serve GUS operations by relieving overcrowding in the Georgetown Municipal Complex (GMC,) as well as provide for more timely and efficient service to customers west of IH 35. The Westside Service Center will function as a satellite office for the GMC, with a focus on operational effectiveness and sustainability. All GUS departments will have representation at this facility, in order to provide the full range of GUS services. COMMENTS: With the volume of growth taking place on the west side of IH 35 over the next few years, the obvious benefits of the Westside Service Center are a reduction in drive time for GUS staff working on the west side of IH 35 and the reduction in fuel and maintenance costs for vehicles making the trip regularly, providing both operational efficiency and cost effectiveness. FINANCIAL IMPACT: Land Purchase December 2012 Final Plat $630,000 Infrastructure Extensions: Water, Wastewater, Driveway $440,000 Architectural RFQ and Selection: PGAL, Austin $176,000 SUBMITTED BY: Wesley Wright, Director of Systems Enginering and Jim Briggs, General Manager of Utilities ATTACHMENTS: Description Type PowerPoint Cover Memo GGAF – AUGUST 27, 2014 WESTSIDE SERVICE CENTER Wesley Wright, Director of System Engineering General Government and Finance Advisory Board August 27, 2014 Georgetown Utility Systems GUS FACILITIES •Georgetown Municipal Complex •Office and operations HUB •Existing facility •Industrial Avenue GUS FACILITIES •CTSUD Facility •Pending consolidation •Florence GUS FACILITIES •Westside Service Center •Williams Drive & Jim Hogg HISTORY - WSSC •Land Purchase –Dec 2012 –$630,000 –Final Plat •Infrastructure Extensions –Water, Wastewater, Driveway –$440,000 •Architectural RFQ and Selection –PGAL, Austin –$176,000 CURRENTLY - WSSC •Scoping/Modeling •Finalizing site layout and floor plan •Finalizing budget •Ready to begin full architectural design •Bid Fall 2014 •Construction to begin Spring 2015 •Occupancy Fall 2015 WESTSIDE SERVICE CENTER WESTSIDE SERVICE CENTER •Operational Annex of the GMC •Water •Wastewater •Electric •Streets •Drainage •Inspection •Conservation WESTSIDE SERVICE CENTER •Approximately 17,000 SF of a/c space •Conference room •Training room •Lobby •Offices •Cubical area •Operations bullpen •Breakroom, showers, lockers, restrooms WESTSIDE SERVICE CENTER •Shop space •3 pass- through bays (approx 80’ deep) •Inside secured storage •Additional covered outside storage COMBINED WATER UTILITY & SERVICE CENTERS City of Georgetown, Texas SUBJECT: Update and discussion of the Conservation Educational Facilities - Kathy Ragsdale, Conservation Services Manager and Mike Babin, Deputy General Manager ITEM SUMMARY: Currently, Conservation Services uses three different facilities for Education and Demonstra-tions, all located on the east side of IH 35: Community Collection Station – 250 WL Walden Dr (Recycling and solid waste) Parks and Rec Admin Classroom / Parking Lot – 1101 College St (Provide public classes and rain barrel distribution events) Williamson County Extension Office – 3151 SE Inner Loop\ (Partner with Williamson County to provide presentations and classes) Options for facilities on the west side of the GUS service area include the CTSUD Woods Pump Station and the Corp of Engineers offices on DB Wood Rd. The Dove Springs Wastewater Treatment Plant, located on the far, east side of the GUS service area, is also being considered as an educational facility location. A strategic consideration in the siting of Conservation Service’s educational facilities is the proximity to available volunteer labor. Additional and expensive staffing that would ordinarily be necessary for adequate coverage at multiple locations will be managed through the use of local volunteers, delaying the need for funding of additional paid Conservation staff. This dedicated and competent workforce is readily available through local garden clubs and organizations, such as the Master Gardeners and Native Plant Society. COMMENTS: Conservation Services finds that the most effective and successful programs and classes take place in the environment they address. Having multiple educational facilities located around the GUS service area allows staff to reach out to those customers that will gain the most benefit from targeted classes, as well as make it more convenient for the target audience to attend. FINANCIAL IMPACT: None. Conservation Services makes incremental use of existing facilities. Costs of specific Educational programs or Demonstrations are covered under specific projects in ongoing budgets. SUBMITTED BY: Kathy Ragsdale, Conservation Services Manager ATTACHMENTS: Description Type PowerPoint Cover Memo GGAF – AUGUST 27, 2014 CONSERVATION EDUCATIONAL FACILITIES Kathy Ragsdale, Conservation Services Manager General Government and Finance Advisory Board August 27, 2014 Georgetown Utility Systems CONSERVATION EDUCATIONAL FACILITIES City of Georgetown, Texas SUBJECT: Project update regarding major general capital projects – Laurie Brewer, Assistant City Manager; Kimberly Garrett, Parks Director ITEM SUMMARY: Brief status update regarding general capital projects for fiscal year 2014/2015: Downtown parking garage Williams Drive Pool Southeast Splash Pad Downtown West renovations FINANCIAL IMPACT: None at this time SUBMITTED BY: Laurie Brewer, Assist City Manager and Kimberly Garrett, Parks Director ATTACHMENTS: Description Type DT Parking Garage Final Parking Study RFQ Cover Memo Downtown Parking Map Cover Memo Aerial of Downtown Overlay Cover Memo WD Pool Parkland Conversion Process Memo Cover Memo Broker's Appraisal Cover Memo WD Pool Attendance Numbers Cover Memo WCAD Datasheets Cover Memo Splash Pad Presentation Cover Memo CITY OF GEORGETOWN, TEXAS REQUEST FOR QUALIFICATIONS FOR Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure RFQ #201450 Dated August 15, 2014 DUE DATE FOR RESPONSES October 1, 2014 2:00 PM Central Standard Time RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 2 | P a g e Table of Contents 1.0 Notice to Respondents 3 2.0 Background and Current Circumstances 3 3.0 Project Purpose and Objectives 4 4.0 Key Event Schedule 4 5.0 Submission Requirements 4 6.0 Evaluation/Selection Process 8 7.0 Scope of Required Professional Services 9 8.0 Project Scope and Required Services 10 9.0 Additional Requirements 11 Exhibit A – Terms and Conditions 13 Exhibit B –City Owned Parking Areas 22 Exhibit C - Downtown Overlay District 23 RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 3 | P a g e 1.0 Notice to Proposers The City of Georgetown (the “City”) is soliciting sealed Statements of Qualifications (SOQs) for Request for Qualifications (RFQ) No. 201450 for Professional Services for Comprehensive Parking Study and Design of Parking Structure. All addenda, notices, additional information, etc. will be posted to the City of Georgetown Purchasing Department’s web site, http://purchasing.georgetown.org/bid-information/. Two originals one digital copy on CD/DVD or flash drive of SOQs must be sealed and returned to the City of Georgetown, Attention: Purchasing Manager, P. O. Box 409, Georgetown, Texas 78627 (mailing address) or 300-1 Industrial Avenue, Georgetown, Texas 78626 (physical address) by 2:00p.m. Central Standard Time, on October 1, 2014. All SOQs must be plainly marked with the RFQ name and RFQ number: “Professional Services for Comprehensive Parking Study and Design of Parking Structure, RFQ #201450“. Respondent is responsible for delivery of response by the date and time set for the closing of the SOQ acceptance. Responses received after the date and time set for the closing will not be considered. The information contained in these specifications is confidential and is to be used only in connection with preparing SOQs for this RFQ. The City reserves the right to reject any and all SOQs and waive informalities in SOQs received. All questions concerning this RFQ must be addressed to the following point of contact: Trina Bickford Purchasing Manager 300-1 Industrial Ave. Georgetown, Texas 78627 Phone: (512) 930-3647 Fax: (512) 930-9027 Email: purchasing@georgetown.org 2.0 Background and Current Circumstances 2.1 City of Georgetown The City of Georgetown has a population of 50,000, is located on Interstate 35, and is the northern most “gateway” to the gently rolling hills of Central Texas. While Georgetown offers the amenities and charm of a small community, it is strategically and centrally located in the middle of the four major metropolitan areas of Texas. Austin is 26 miles south of Georgetown, Dallas is two hours north, Houston is three hours southeast and San Antonio is just one-and a-half hours south, placing Georgetown in a very advantageous position for cultural and economic development. 2.2 Downtown and Community Services The Downtown and Community Services Department oversees all aspects of downtown development, including historic preservation, economic development, tourism and infrastructure support. The staff/programs included in the department are the Assistant City Manager, Main Street Program, Public Communications, Historic Preservation Office, City Parks and Recreation, Library and Convention and Visitors Bureau. 2.3 As a part of the 2013 Downtown Master Plan and the 2030 Comprehensive Plan, the City is planning for the location, site analysis and conceptual design for a parking structure in the Downtown Overlay District. The proposed parking structure is an extension of the City’s goal of providing infrastructure to the community and enhancing development opportunities. RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 4 | P a g e 3.0 Project Purpose and Objectives 3.1 Scope of Procurement In accordance with the provisions of Texas Government Code, Chapter 2254, Texas Professional Procurement Act, the City is requesting qualifications to contract with a qualified team of professionals with considerable experience in the delivery of professional architectural and engineering services to a municipality. The responses shall be submitted to the City in a sealed submission. The submission must be submitted in compliance with Texas Government Code 2254. This is a two-step selection process, and the City shall award a final contract or contract(s) to the most qualified firm(s), upon successful negotiated agreement, to fulfill the identified needs of the City. The City requires the services of qualified architectural consultants for the development of a comprehensive parking study, analysis of current and future parking requirements and design of a parking structure. The selected firm shall provide professional architectural services including planning and site analysis. After site selection by the governing body, the selected firm shall provide conceptual drawings, estimates of construction and operational costs as well as an analysis of financing alternatives including public/private partnerships. 4.0 Key Events Schedule Issue RFQ August 15, 2014 Presubmittal meeting September 2, 2014, 2PM CST Deadline for questions on RFQ September 5, 2014, 5PM CST SOQs Due October 1, 2014, 2PM CST Presentations/Interviews if necessary October 6-8, 2014 City evaluation of SOQs completed (approx.) October 8, 2014 Selection of most qualified firm, issuance of RFP (approx.) October 15, 2014 A non-mandatory pre-submittal meeting be held on September 2, 2014, 2PM CST at City of Georgetown City Hall, 2nd Floor Conference Room, 113 East 8th Street, Georgetown, TX 78626. 5.0 Submission Requirements 5.1 Submission Format The Purchasing Department will not accept oral responses, or responses received by telephone, FAX machine, or telegraph. The SOQ must be submitted in hard copy and shall be a maximum of 15 pages in length. The respondent shall submit two originals and plus one digital copy on CD/DVD or flash drive, to consist of: • Signed cover letter including complete name, location of headquarters, mailing address, point of contact and contact information, location of offices where work will be performed • Detailed description of firm’s technical approach describing firm’s understanding of the project and the scope of requested services, and an outline of the process to implement the requirements as described in this RFQ • Detailed observations based on previous experience with public projects similar in scope and complexity addressing potential problems and possible solutions, including supporting documentation as necessary RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 5 | P a g e • Detailed SOQ demonstrating experience in performing projects similar in scope and complexity • Detailed description of qualifications of each team member to be assigned to this project including the area of assignment on this project, all licensing and certifications • Detailed description of firm’s qualifications to successfully complete this project including a detailed description of related experience, a detailed description of technical and professional staff, anticipated workload during the time this project is anticipated to occur, and a detailed description of all resources (professional and technical) available in support of this project • List of references, including complete contact information (name, address, phone, email), for projects similar ins scope and complexity • List of successfully completed projects similar in size and complexity (including a minimum of one successfully completed publically owned project) detailing: o Owner’s name, type of entity and contact information o Project location o Detailed description o Project construction cost (budget versus actual) o Date of construction o Services provide on project o Contact name and information for owner’s representative o Adherence to budget and schedule (original budget and award date; final costs and completion date) o Quality assurance program including documentation as necessary o Demonstrated commitment to client service such as availability for meetings and conferences, timely response and delivery of work product and communications, internal procedures for quality assurance and cost control, success in minimizing the number of change orders resulting from design and construction projects managed by the firm, and long term client/firm relationships • From the list of successfully completed projects detailed above, a comprehensive description of at least one publically owned project most closely matching the effort required for this project • Detailed description of past experience in public-private partnerships • A draft timeline for a project of this scope and complexity • Proof of registration and licensing • Details of all relevant litigation involving projects for public entities; of any default or failure to complete a project under the current firm’s name or any other name; and of any contract terminations by owner • Details of any exceptions to the information contained in this RFQ • Affirmation that firm maintains insurance appropriate for professional services as described in this RFQ, and details of coverage(s) (Reference Section 5.7). RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 6 | P a g e The respondent may also provide supplemental marketing or technical materials, to be packaged separately from the SOQ. No materials provided by the respondent will be returned at any time during or following this procurement. 5.2 Time Stamp The time SOQs are received shall be determined by the time clock stamp in the Purchasing Department. Purchasing Department personnel will promptly timestamp submissions as they are received. Respondents are responsible for insuring that their SOQs are received and stamped by Purchasing Department personnel by the deadline indicated. 5.3 Representations and Responsibilities By submitting an SOQ in response to this RFQ, the respondent represents that it has read and understands all elements of this RFQ and has familiarized itself with all federal, state, and local laws, ordinances, and rules and regulations that in any manner may affect the cost, progress, or performance of the contract work. By submitting an SOQ in response to this RFQ, the respondent represents that is has not relied exclusively upon any technical details in place or under consideration for implementation by the City, but has supplemented this information through due diligence research and that the respondent sufficiently understands the issues relative to the indicated requirements. The failure or omission of any respondent to receive or examine any form, instrument, addendum, or other documents or to acquaint itself with conditions existing or other details shall in no way relieve any respondent from any obligations with respect to its SOQ. 5.4 SOQ Withdrawal An SOQ may be modified or withdrawn by the respondent any time prior to the time and date set for the receipt of SOQs. The respondent shall notify the Purchasing Department in writing of its intentions. 1. Modified and withdrawn SOQs may be resubmitted to the Purchasing Department up to the time and date set for the receipt of SOQs. 2. No SOQ can be withdrawn after the time set for the receipt of SOQs and for sixty (60) days thereafter. 5.5 Late SOQs All SOQs received in the Purchasing Department on time shall be accepted. All late SOQs received by the Purchasing Department shall be returned upon request to the respondent unopened. SOQs shall be open to public inspection only after award of the contract. 5.6 Respondent Questions Respondents may contact the individual listed in Section 1 with any questions regarding this RFQ. Respondents shall not attempt to contact City Council members, the City staff or management directly during the RFQ or subsequent request for proposal processes. 5.7 Insurance Requirements The selected firm must maintain insurance appropriate for professional services as described in this RFQ. At a minimum, the coverage must include the following – additional coverages are required if necessary to provide adequate coverage for the professional services described in this RFQ and the minimums indicated are not intended to limit the responsibility or liability of the selected firm. Any consultants of the selected firm must maintain the same coverages or be named by the selected firm on their insurance policies. Original endorsements affecting coverage shall be furnished with certificates of insurance. Failure to procure and maintain required insurance shall be grounds for termination. RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 7 | P a g e • Commercial General Liability Insurance including but not limited to Premises/Operations, Personal and Advertising Injury, Products/Completed Operations, Independent Contractors and Contractual Liability with a minimum combined bodily injury (including death) and property damage limits of not less than $1,000,000 per occurrence, $2,000,000 general aggregate. If the insurance is written on a claims-made form, coverage shall be continuous (by renewal or extended reporting period) for not less than 24 months following the later of a) completion and City’s acceptance of all services; or b) termination. Coverages, including any renewals, shall have the same retroactive date as the applicable original agreement. • Business Automobile Liability Insurance, including bodily injury and property damage liability and covering all owned, non-owned or hired vehicles, with a minimum combined bodily injury (including death) and property damage limit of not less than $1,000,000 per occurrence. • Workers Compensation Insurance in accordance with statutory requirements for projects for public entities as described in this RFQ, covering all employees involved in the services described in this RFQ. Successful firm must meet each stipulation required by the Texas Workers Compensation Commission. A waiver of subrogation in favor of the City must be included. • Professional Liability Insurance with limits not less than $2,000,000 per claim and a deductible not to exceed $50,000. Coverage must be continuous (by renewal or extended reporting period) for not less than 24 months following the later of: a) completing and City’s acceptance of all services; or b) termination. Coverage, including all renewals, shall have the same retroactive date as the applicable original agreement. • The City and its elected officials, officers, directors, employees, representatives and volunteers must be listed as additional insured on all policies and the coverage must not contain any special limitations on the scope of protection afforded the City, its officials, employees or volunteers. The additional insured status must cover completed operations as well and the policy covering completed work must remain in effect until the expiration of the statue of repose. • Proof of coverage must be provided to the City prior to commencement of services; acceptance and/or approval of any insurance shall not relieve or decrease the liability of any the selected firm and shall not be construed to be a limitation of liability. • Coverage must be provided by a company licensed and authorized to do business in the State of Texas before policies are issued and shall be written by companies with A.M. Best rating A VIII or better. • The selected firm’s insurance shall be considered primary with respect to any insurance or self-insurance carried by the City, and the City’s insurance shall apply separately to each insured against whom a claim is made and/or lawsuits brought, except with respect to the limits of insured’s liability. Any insurance or self-insurance maintained by the City shall be considered in excess of selected firm’s insurance and shall not contribute to it. • If insurance policies are not written for the specified amounts, the selected firm shall carry Umbrella or Excess Liability Insurance for any differences in amounts specified. If Excess Liability Insurance is provided, it shall follow the form of the primary coverage. RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 8 | P a g e • City shall be entitled, upon request and without expense, to receive certified copies of policies and policy endorsements and may make and may make any reasonable requests for deletion or revision or modification of particular policy terms, conditions, limitations or exclusions except where policy provisions are established by law or regulations binding upon either party or the underwriter of such policies. • City reserves the right to review the insurance requirements during the term of any agreement and to make reasonable adjustments in insurance coverage, limits and exclusions when deemed necessary and prudent to the City. The City may request the selected firm provide additional insurance coverage, increased limits or revised deductibles more protective than originally specified and the selected firm shall obtain and shall require any of its consultants to obtain such additional insurance coverage, different limits or revised deductibles for such periods of time as requested by the City in the form of an amendment. • The selected firm shall not allow any insurance to be canceled nor permit any insurance to lapse during the required term. The policies must contain the following language: “This policy shall not be cancelled or not renewed until after thirty (30) days prior written notice to the additional insured, the City of Georgetown.” Additionally, the selected firm shall provide the City thirty (30) days written notice of erosion of the aggregate limits below occurrence limits for all applicable coverages indicated. • The selected firm shall be responsible for all premiums, deductibles and self-insured retentions, if any, as stated in policies. All deductibles and self-insured retentions shall be disclosed on the Certificates of Insurance. Certificates must be prepared and executed by the insurance company or its authorized agent and must provide for and warrant the following: o The insurance company is licensed and admitted to do business in the State of Texas; o The insurance is underwritten on forms approved by the State of Texas Board of Insurance or ISO; o All endorsements and insurance coverage complies with the requirements and instructions required by the applicable agreement; and o The Certificates of Insurance, and all endorsements, waivers and notices shall indicated: City of Georgetown, 300-1 Industrial Avenue, Georgetown, TX 78626, Attn: Contract Manager 6.0 Evaluation/Selection Process The City has attempted to provide potential respondents with a comprehensive statement of requirements through this RFQ for the required services. Respondents are requested to make written SOQs which present the respondent’s qualifications and understanding of the work to be performed. Respondents are asked to address each evaluation criteria and to be specific in presenting their qualifications. SOQs should be as thorough and detailed as possible so that the City may properly evaluate respondent’s capabilities to provide the required professional services. RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 9 | P a g e 6.1 Evaluation Criteria The City has established specific, weighted criteria for selection. This section presents the evaluation criteria, their description, and the relative weight assigned to each (100 points maximum). 6.1.1 Ability and qualifications of firm and team to provide required technical expertise – 30 points 6.1.2 Experience of key team members to be assigned to project – 20 points 6.1.3 Quality of references and previous projects– 20 points 6.1.4 Quality of previous projects similar in scale and complexity to the City’s project – 30 points 6.2 Evaluation Process Each SOQ will be reviewed, evaluated, and scored as part of the formal selection process. Each SOQ will be reviewed independently based solely on the merits of the SOQ, then be scored and, if necessary, a short list of respondents will be selected for presentations, interviews, and reference checks. After evaluations are complete, the City will issue an RFP to the most qualified firm and negotiate final pricing, terms and conditions based on their proposal. The City may elect to conduct discussions, request clarifications and/or request presentations concerning the project approach and firm’s abilities as a part of the negotiation process. In the event the City cannot successfully contract with the most qualified firm, the City will end negotiations with that firm and may elect to proceed to negotiations with the other qualified firm(s) in order of ranking, until a contract is successfully negotiated as allowed under Texas Government Code 2254. The recommendation for award will be presented to the appropriate Board for review and to the City Council for approval. 7.0 Scope of Required Professional Services 7.1 Minimum Qualifications The City requires a team with a demonstrated ability for innovative design and experience in working on large publically owned projects of significance. The demonstrated ability to provide cost efficient design and comply with deadlines is a prime consideration. The City requires planning and design complementary to the themes established by the City’s Downtown Master Plan (https://dtmasterplan.georgetown.org) and Downtown Design Guidelines (https://historic.georgetown.org). All facilities in the downtown area must be consistent with the City’s history and the character of downtown. The firm must be have demonstrated ability to apply and integrate the use of current and cutting edge technologies in the development and design of the project described in this RFQ, including utilization of green building technologies when cost effective. The team assigned to this project must have documented experience and knowledge of state, federal and local regulations as well as building codes applicable to this project. Respondent must be registered by the State of Texas to provide any services which are required to complete this project, and must have all professional licensure required by the State to provide any services required to complete this project. Proof of this registration must be included as part of the SOQ. Additionally, respondent must have experience with City or County parking structures. RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 10 | P a g e 7.2 Project background 7.2.1 Proposed Sites The City currently owns two major sites under consideration, both of which are currently in use for structured parking. One site is at the southeast corner of 9th and Main Streets; the other is located at the southwest corner of Austin Avenue and 5th Street. A map of City owned parking is attached as Exhibit B. The City is willing to consider additional sites identified during the parking study analysis. 7.2.2 Downtown Overlay District The City created a Downtown Overlay District in 2003, identifying an area of historical downtown for redevelopment (reference map attached as Exhibit C). The District serves as the boundaries for the Historic and Architectural Review Commission’s (HARC) Downtown historic district, the Main Street Program District and the recently established Arts and Culture District. Although the district encompasses approximately forty city blocks, the focal point of the district is the nine block area surrounding the Williamson County Courthouse. The City also adopted the Downtown Master Plan in 2003, with an update completed in 2013. The Downtown Master Plan identifies the core strategies for the continued growth and redevelopment of the Downtown Overlay District. The 2013 update of the Downtown Master Plan identified parking strategies to support continued activity within the District including possible construction of a parking structure. The Downtown Master Plan emphasizes a walkable pedestrian environment with multiple street edge activities. The proposed parking structure shall include a first floor retail component to continue development of the pedestrian core and promote walkability throughout downtown. The proposed parking structure shall comply with all design standards established in the City’s Unified Development Code and Old Town Design Guidelines (https://historic.georgetown.org). 8.0 Project Scope and Required Services 8.1 Phase One Quantify and qualify the parking needs in the study area to determine the current and future parking demands though field work, parking utilization studies, surveys and a projection of parking demand. This phase must consider and address: • The number of available parking spaces, the number of public parking spaces and the occupancy rates of the spaces during different time periods of the day in the area • The parking demand in the Town Square area and the influence with regard to parking demand and use of parking spaces of the transit station located adjacent to the sites under consideration for the parking structure • The transportation impacts and routes for effective traffic management generated by a structured parking facility as the sites under consideration are located in an area serviced primarily by local streets, including proposed modifications to the existing transportation network as a result of new facility’s impact • The parking requirements of future developments and the impact on peak hour parking and traffic RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 11 | P a g e • The amount of additional parking space required to satisfy the existing and projected needs for future development in the area, considering the parking spaces currently in existence that will be lost to the footprint of a parking structure • The optimal design for a parking structure on the proposed site considering the various user groups (downtown employees, downtown visitors, county office customers, special events, etc.) and the integration of the parking structure with the new development from a pedestrian/vehicle flow perspective 8.2 Phase Two Analyze optimum sites for a parking structure including the two City owned properties as well as identification of any additional sites that should be considered, and present the results to the City Council in a public forum for site selection. 8.3 Phase Three Provide conceptual drawings for selected site including construction cost estimates, operational costs estimates and analysis of potential financing opportunities including public private partnerships. 8.4 Additional Required Services The selected firm shall provide additional services including, but not limited to, the following, in conjunction with this project: • Attend regular, special and emergency meetings in conjunction with this project as required • Attend other meetings and bid related conferences as required • Prepare and/or review and evaluate reports, permits, applications, correspondence and bid documents as requested by the City, or any regulatory agency, as required • Review and preparation of correspondence referred by the City as required • Interact with applicable City personnel, contractors, other consultants and governmental agencies, as required • Attend meeting with affected landowners and interested parties as required • Provide support, as necessary, in the obtaining of any right-of-way and easement acquisitions as requested by the City (Note: The City is responsible for ROW and easement acquisition) • Project management, construction management and inspections services as required • Provide other specialized Professional Services which may be required in conjunction with this project 8.5 Team Assigned to Project The firm selected for this project must assign a team for the entirety of the project unless the City agrees to any change in key personnel in writing. 9.0 Additional Requirements 9.1 The City may, in its sole discretion, request and/or require any additional information from respondent deemed relevant to selection of the most qualified provider with respect to this RFQ. 9.2 All SOQs become the property of the City and will not be returned. RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 12 | P a g e 9.3 By submitting an SOQ, respondent certifies they are a duly qualified, capable and otherwise bondable and insurable business entity not in receivership or contemplating the same, and has not filed for bankruptcy. 9.4 Submission of an SOQ in response to this RFQ shall affirm that the respondent shall not discriminate against any employee or applicant for employee because of race, religion, sex, sexual preference, color or national origin, and that the firm shall make efforts to ensure that employment is offered to applicants without regard to their race, religion, sexual preference, color or national origin. 9.4 The City may request presentations and/or interviews with one or more firms. 9.5 The City’s standard terms and conditions are attached as Exhibit A – any exceptions must be noted in response as these terms will govern as applicable to any subsequent contract. 9.6 For purposes of any cost estimates, Prevailing Wage Requirements shall apply. RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 13 | P a g e EXHIBIT A CITY OF GEORGETOWN Standard Terms and Conditions By acceptance of a purchase order or agreement, or response to a solicitation, Vendor agrees the following terms and conditions, without modification, will govern: I. DEFINITIONS The following definitions shall be used to identify terms throughout procurement documents: A. AGREEMENT/CONTRACT – A mutually binding legal document obligating the Vendor to furnish the goods, equipment or services specified within the solicitation and obligating the City to pay for the goods, equipment, or services specified. . B. BID/PROPOSAL /RESPONSE/OFFER/QUOTATION– A complete, properly signed response to a solicitation that, if accepted, would bind the Respondent to perform the resulting contract. C. BIDDER/PROPOSER/RESPONDENT/OFFERER – The Respondent identified throughout the solicitation that they consider themselves qualified to provide the goods, equipment or services specified herein, and are interested in making an offer to provide the goods, equipment or services to the City. D. CITY – The City of Georgetown, located in Williamson County, Texas. E. GOODS –Materials, supplies, commodities and/or equipment. F. PIGGYBACK CONTRACT – A contract or agreement that has been competitively bid in accordance with State of Texas statutes, rules, policies and procedures and has been extended for the use of state and local agencies and active State of Texas CO-OP entities. G. PURCHASE ORDER – An order placed by the City for the purchase of goods or services issued on the City’s standard purchase order form and which, when accepted by the Vendor, becomes a contract. The purchase order is the Vendor’s authority to deliver and invoice the City for goods or services specified, and the City’s commitment to accept the goods or services for an agreed upon price. H. SERVICES – Work performed to meet the requirements and demand of the purchase order. The furnishing of labor, time, or effort by the Vendor and their ability to comply with promised delivery dates, specification and technical assistance specified. I. SOLICITATION/INVITATION TO BID/REQUEST FOR PROPOSALS/REQUEST FOR QUOTES – The solicitation document issued by the City containing terms, conditions and specifications for the service or commodity to be procured. J. SUBCONTRACTOR – Any person or business enterprise providing goods, labor, and/or services to a Vendor if such goods, equipment, labor, and/or services are procured or used in fulfillment of the Vendor’s obligations arising from a contract with the City. K. VENDOR/CONTRACTOR – Person or business enterprise providing goods, equipment, labor and/or services to the City as fulfillment of obligations arising from an agreement or purchase order. II. SOLICITATIONS A. CONFLICT OF INTEREST: Effective January 1, 2006, Chapter 176 of the Texas Local Government Code (HB 914) requires an entity contracting or seeking to contract for the sale or purchase of property, goods, or services with a local governmental entity to disclose any affiliation or business relationship which might create a conflict of interest with a local government entity. The Conflict of Interest Questionnaire is available from the Texas Ethics Commission at www.ethics.state.tx.us, and completed forms must be submitted to the appropriate records administrator of the City not later than the seventh business day after the date the entity begins contract discussions or negotiations with the local governmental entity, or submits to the local governmental entity an application, response to a Request for Proposals or Bids, correspondence, or another writing related to a potential Agreement with the local governmental entity. If responding to a Solicitation, the Conflict of Interest Form may be submitted with the Response. The completed forms may be mailed or hand delivered to the City Secretary at the following address: The City of Georgetown, Office of the City Secretary, City Hall, 113 East 8th Street, Georgetown, TX 78626. This legislation is subject to change and each entity should consult its own attorney regarding the current law. Any attempt to intentionally or unintentionally conceal a conflict of interest may result in disqualification of any response to a solicitation. The validity of the Contract is not affected solely because of failure to comply with the conflict of interest disclosure requirements. B. COMMUNICATIONS WITH THE CITY: To insure the proper and fair evaluation of a Solicitation, the City prohibits ex parte communication (e.g., unsolicited) initiated by the Offeror to the City Official or Employee evaluating or considering the Responses prior to the time an award has been made. Communication between Offeror and the City will be initiated by the appropriate City Official or Employee in order to obtain information or clarification needed to develop a proper and accurate evaluation of the Solicitation. Ex parte communication may be grounds for disqualifying the offending Offeror from consideration or award of the Solicitation then in evaluation, or any future Solicitation. Unless otherwise specified, all requests for clarification or questions regarding a Solicitation must be directed to the City of Georgetown Purchasing Department, Attn.: Purchasing Manager, PO Box 409, 300-1 Industrial Avenue, Georgetown, TX 78627, 512-930-3647, FAX: 512-930-9027, purchasing@georgetown.org. C. DISCLOSURE OF PENDING LITIGATION: Each Respondent shall include in its proposal a complete disclosure of any material civil or criminal litigation or pending investigation which involves the Respondent or in which the Respondent has been judged guilty. D. CONFIDENTIALITY OF RESPONSES, PUBLIC INFORMATION ACT: All Responses are subject to release as public information unless the Response or specific parts of the Response can be shown to be exempt from the Texas Public Information Act. Respondents are advised to consult with their legal counsel regarding disclosure RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 14 | P a g e issues and take the appropriate precautions to safeguard trade secrets or any other proprietary information. The City assumes no obligation or responsibility for asserting legal arguments on behalf of potential Respondents. If a Respondent believes that a Response or parts of a Response are confidential, then the Respondent shall so specify. The Respondent shall stamp in bold red letters the term "CONFIDENTIAL" on that part of the Response, which the Respondent believes to be confidential. Vague and general claims as to confidentiality shall not be accepted. All Responses and parts of Responses that are not marked as confidential will be automatically considered public information. Notwithstanding, responses to Requests for Proposals shall be opened in a manner that avoids disclosure of the contents to competing offeror and keeps the proposals secret during negotiations as provided for in Section 252.049 of the Local Government Code. E. CLARIFICATIONS, WAIVER OF MINOR TECHNICALITIES OR DISCREPANCIES: The City reserves the right to request clarification or additional information specific to any response after all Responses have been received and the Solicitation due date has passed. Additionally, the City reserves the right to accept or reject all or part of any Response, waive any formalities or technical inconsistencies, delete any requirement or specification from the Solicitation, or terminate the Solicitation when deemed to be in City’s best interest. F. COST OF PREPARATION OF RESPONSE: All costs directly or indirectly related to preparation of a Response to this Solicitation or any oral presentation required to supplement and/or clarify a Response which may be required by the City shall be the sole responsibility of the Respondent. G. RESPONSES BECOME PROPERTY OF THE CITY: Submissions received in response to a Solicitation become the sole property of the City. H. WITHDRAWAL OF A RESPONSE: A Response may be withdrawn prior to the submission deadline by submitting a written request for its withdrawal to the Purchasing Manager. A new Response may be submitted and must be received prior to the submission deadline to be considered. Modifications offered in any manner will not be considered if submitted after the submission deadline. I. DETERMINATION OF AWARD, RESULTING AGREEMENT: In determining award, the City reserves the right to select the acceptable Respondent who will offer contractual terms and conditions most favorable to the City. All requirements stated in the Solicitation shall become a part of any Contract, Agreement or Purchase Order awarded as a result of the Solicitation, and any deviations from these requirements must be specifically stated and defined by the Respondent in their Response. Requests for clarification and the responses(s) shall also become a part of any Contract, Agreement or Purchase Order resulting from the Solicitation. J. AFFIRMATIONS AND CERTIFICATIONS: By signature on and submission of a Response, Respondent certifies they have not conspired with any other potential supplier in any manner to attempt to control competitive pricing. By signature on and submission of a Response, Respondent certifies they are duly qualified, capable and a bondable business entity not in receivership or contemplating same, and has not filed for bankruptcy. By signature on and submission of a Response, Respondent affirms that they will not discriminate against any employee or applicant as prohibited by law. K. REQUIREMENTS FOR SUBMISSION OF RESPONSE: 1. All Responses must be submitted on the form provided by the City, and accompanied by all required attachments. Each Response shall be placed in a separate envelope and properly identified with Solicitation Number and Opening Date. Responses must be time-stamped at the Purchasing Department, 300-1 Industrial Avenue, PO Box 409, Georgetown, TX 78626, on or before due date and time shown on the Solicitation form. Late Responses will not be considered. 2. If applicable, Respondent will show exact cost to deliver. Responses must specify unit price on the quantity specified, extend and show total. Unit prices shall govern, including in case of errors. Pricing will be considered firm for acceptance for a minimum of 60 days after the due date unless otherwise specified in the Solicitation. The validity period may be extended beyond that date on agreement of parties. Cash discounts will not be considered in determining award; all cash discounts offered will be taken if earned. Respondent will list and deduct all discounts not based on early payment from prices quoted. 3. The City is exempt from all federal excise, state and local taxes unless otherwise stated. The City claims exemption from under Texas Tax Code §151.309, as amended. Texas Limited Sales Tax Exemption Certificates will be furnished upon request. Do not include taxes in Response to any Solicitation. 4. Unless stated otherwise, any catalog, brand name or manufacturer's reference used in the Solicitation is descriptive (not restrictive), and is used to indicate type and quality desired. Responses on brands of like nature and quality will be considered. If quoting on other than referenced specifications, the Response MUST show manufacturer brand or trade name and description of product offered. Illustrations and complete descriptions of product offered should be made part of the Response. If Respondent does not identify exceptions to the specifications shown in this Invitation, Respondent will be required to furnish brand names, numbers, etc., as shown in the Solicitation. 5. Response must show the number of days required to deliver items or provide services to the City’s designated location under normal conditions. Unrealistically short or long delivery promises may cause Response to be disregarded. Failure to state delivery time obligates Respondent to complete delivery in 14 calendar days. III. PURCHASE ORDERS A. GENERAL TERMS AND CONDITIONS 1. ACCEPTANCE: A Purchase Order is the City’s commitment to make procurement and is subject to Vendor’s acceptance of the City’s terms and conditions 2. ABSENCES OF PURCHASE ORDER OR AGREEMENT: The City is not responsible for delivery of any materials or services without a proper Purchase Order 3. VENDOR’S OBLIGATIONS: The Vendor shall fully and timely provide all deliverables described in the Solicitation and in the Vendor’s Offer in strict accordance with the terms, covenants, and conditions of the Agreement and all applicable Federal, State, and local laws, rules, and regulations. RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 15 | P a g e 4. EFFECTIVE DATE/TERM: Unless otherwise specified in the Solicitation, this Agreement shall be effective as of the date the City issues and signs the Purchase Order, and shall continue in effect until all obligations are performed in accordance with the Agreement. 5. SUBCONTRACTORS: If the Vendor utilizes Subcontractors in providing the goods and/or services under this Purchase Order, the Vendor shall be fully responsible to the City for all acts and omissions of the Subcontractors just as the Vendor is responsible for the Vendor’s own acts and omissions. The Vendor shall: a. Require that all deliverables to be provided by the Subcontractor be provided in strict accordance with the provisions, specifications and terms of the Agreement; b. Prohibit the Subcontractor from further subcontracting any portion of the Agreement without the prior written consent of the City and the Vendor. The City may require, as a condition to such further subcontracting, that the Subcontractor post a payment bond in form, substance and amount acceptable to the City; c. Require Subcontractors to submit all invoices and applications for payments, including any claims for additional payments, damages or otherwise, to the Vendor in sufficient time to enable the Vendor to include same with its invoice or application for payment to the City in accordance with the terms of the Agreement; d. Require that all Subcontractors obtain and maintain, throughout the term of their contract, insurance in the type and amounts specified for the Vendor, with the City being a named insured as its interest shall appear; e. Require that the Subcontractor indemnify and hold the City harmless to the same extent as the Contractor is required to indemnify the City; and f. Shall pay each Subcontractor its appropriate share of payments made to the Vendor not later than ten (10) calendar days after receipt of payment from the City. 6. DELAYS: The City may delay scheduled delivery or other due dates by written notice to the Vendor if the City deems it is in its best interest. If such delay causes an increase in the cost of the work under the Agreement, the City and the Vendor shall negotiate an equitable adjustment for costs incurred by the Vendor in the Agreement price and execute an amendment to the Agreement. The Vendor must assert its right to an adjustment within ten (10) calendar days from the date of receipt of the notice of delay. Failure to agree on any adjusted price shall be handled under the Dispute Resolution Process specified in Section Z. However, nothing in this provision shall excuse the Vendor from delaying the delivery as notified. 7. FORCE MAJEURE: Neither party shall be liable for any default or delay in the performance of its obligations under this Agreement if, while and to the extent such default or delay is caused by acts of God, fire, riots, civil commotion, labor disruptions, sabotage, sovereign conduct, or any other cause beyond reasonable control. In the event of default or delay in performance due to any of the foregoing causes, then the time for completion of the services will be extended; provided, however, in such an event, a conference will be held within three (3) business days to establish a mutually agreeable period of time reasonably necessary to overcome the effect of such failure to perform. 8. INSURANCE REQUIREMENTS: Unless specific insurance requirements are noted, Vendor shall maintain insurance coverage appropriate for the fulfillment of the Purchase Order. In the event the Vendor, its employees, agents or subcontractors enter premises occupied by or under the control of the City, the Vendor agrees to maintain public liability and property damage insurance in reasonable limits covering the obligations set forth in this Purchase Order, and will maintain Workers’ Compensation coverage (either by insurance or if qualified pursuant to law, through a self-insurance program) covering all employees performing on premises occupied by or under control of the City. Upon request, Vendor shall provide a copy of its insurance policies to the City. 9. EXCEPTIONS TO SPECIFICATIONS: Any deviation from the specifications must be clearly indicated in the Response to the Solicitation or promptly documented in writing at or before the time of the award. Any deviations or exceptions are subject to review by the City and may be grounds for rejection. 10. TRAVEL EXPENSES: All travel, lodging and/or per diem expenses associated with providing the materials, equipment or services specified must be included in the original Quotation and/or the resulting Purchase Order or Agreement. All travel expenses are subject to review by the City and documentation of actual itemized expenses may be requested. No reimbursement will be made without prior authorization, or for expenses not actually incurred. Airline fares in excess of coach or economy will not be reimbursed. 11. HUB REQUIREMENTS: The City complies with the requirements of the State of Texas Local Government Code, Chapter 252, Section 252.0215. 12. SPECIAL TOOLS AND EQUIPMENT: If the price stated in the Offer includes the cost of any special tooling or special test equipment fabricated or required by the Vendor to fulfill the Agreement, such special tooling and/or equipment and all process sheets associated thereto shall become the property of the City and shall be identified by the Vendor as such. B. SERVICES 1. PLACE AND CONDITIONS OF WORK, ACCESS TO SITE: If Services are to be performed principally on the City’s premises or in public rights of way, the City shall provide the Vendor access to the sites where the Vendor is to perform the Services as required in order for the Vendor to perform in a timely and efficient manner, in accordance with and subject to applicable security laws, rules and regulations. The Vendor acknowledges that it has satisfied itself as to the nature of the City’s service requirements and specifications, the location and essential characteristics of the work sites, the quality and quantity of the materials, equipment, labor and facilities necessary to perform the Services and any other conditions or states of fact which could, in any way, affect performance of the Vendor’s obligations under the Agreement. The Vendor shall promptly notify the City if the actual site or service conditions differ from the expected conditions and failing to do so, hereby releases and holds the City harmless from and against any liability or claim for damages of any kind or nature. RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 16 | P a g e 2. VENDOR TO PROVIDE ALL MATERIAL, EQUIPMENT, LABOR: Vendor shall provide all goods and labor necessary to perform Services. All material must be new and all equipment utilized must be in good safe working condition and suitable for Services. Vendor shall employ all personnel for Services in accordance with the requirements of applicable local, state, and federal law. 3. WORKFORCE: If Services are to be performed principally on the City’s premises or on public right-of-ways: a. Vendor shall employee only orderly and competent workers, skilled in the performance of the Services which they will perform under the Agreement. b. Vendor, its employees, subcontractors and subcontractor’s employees while engaged in participating in a Solicitation or while in the course and scope of delivering goods and services under City Purchase Order or Agreement may not: i. use or possess a firearm, including a concealed handgun that is licensed under state law, except as required by the terms of the Agreement; or ii. use or posses alcoholic or other intoxicating beverages, illegal drugs or controlled substances, nor may such workers be intoxicated or under the influence of alcohol or drugs while on the job. c. If the City or the City’s representative notifies the Vendor that any work is incompetent, disorderly or disobedient, has knowingly or repeatedly violated safety regulations, has possessed firearms, or has possessed or was under the influence of alcohol or drugs on the job, the Vendor shall immediately remove such worker from Agreement Services and may not employ such worker again on Agreement Services without the City’s prior consent. 4. COMPLIANCE WITH ALL SAFETY AND ENVIRONMENTAL REQUIREMENTS: If Services are to be performed principally on the City’s premises or on public rights of way, the Vendor, its subcontractors and their respective employees, shall comply fully with all applicable federal, state and local health, safety and environmental laws, ordinances, rules and regulations in the performance of the Services, including but not limited to those promulgated with the City and the Occupational Safety and Health Administration (OSHA). In the case of conflict, the most stringent safety requirement shall govern. The Vendor shall defend, indemnify and hold the City harmless from and against all claims, demands, suits, actions, judgments, fines, penalties and liabilities of any kind or nature arising from the breach of the Vendor’s obligations under this paragraph. 5. STOP WORK NOTICE: The City may issue an immediate Stop Work Notice in the event the Vendor is observed performing in a manner that is in violation of Federal, State or local guidelines, or in a manner that is determined by the City to be unsafe to either life or property. Upon notification, the Vendor shall cease all work until notified by the City that the violation or unsafe condition has been corrected. The Vendor shall be liable for all costs incurred by the City as a result of the issuance of such Stop Work Notice. 6. WARRANTY OF SERVICES: Vendor warrants and represents that all Services to be provided to the City under the Agreement will be fully and timely performed in good and workmanlike manner in accordance with generally accepted industry standards and practices, the terms, conditions and covenants of the Agreement and all applicable Federal, State and local laws, rules or regulations. This warranty may not be limited, excluded or disclaimed and any attempt to do so will be without force or effect. Unless otherwise specified, the warranty period shall be a minimum of one year from acceptance by the City of Services. In the event any applicable warranty is breached, the Vendor shall promptly upon receipt of demand of performance, perform the Services again in accordance with the above standard at no additional costs to the City. All costs incidental to such additional performance shall be borne solely by the Vendor. The City shall endeavor to give the Vendor written notice of the breach of warranty within thirty (30) calendar days of discovery of the breach of warranty, but failure to give timely notice shall not impair the City’s rights under this section. In the event the Vendor is unable or unwilling to perform the Services in accordance with the above standards as required by the City, then in addition to any other available remedy, the City may reduce the amount of Services originally required to purchase from the Vendor under the Agreement and procure conforming Services from other sources. In such event, the Vendor shall pay the City upon demand the increased cost, if any, incurred by the city to procure such services from an alternative source. C. COMMODITIES/EQUIPMENT 1. MATERIAL SAFETY DATA SHEETS: Under the “Hazardous Communication Act,” commonly known as the “Texas Right to Know Act,” a Vendor must provide to the City WITH EACH DELIVERY Material Safety Data Sheets, which are applicable to hazardous substances as defined in the Act. 2. GOODS: Goods furnished shall be the latest improved model in current production, as offered to commercial trade, and shall be of quality workmanship and material. The Vendor represents that all goods and equipment offered shall be new. Unless otherwise specified, used, shopworn, demonstrator, prototype or discontinued models are not acceptable. 3. PACKAGING OF DELIVERABLES: Vendor must package deliverables in accordance with good commercial practice and shall include a packing list showing the description of each item, the quantity and the unit price. Unless otherwise provided in writing by the City, each shipping container shall be clearly and permanently marked with the Vendor’s name and address, and the City’s name, address and Purchase Order number. Vendor shall bear all costs of packaging. Deliverables must be suitably packed to secure lowest transportation cost, conform with requirements of common carriers and ensure safe delivery. The City’s count or weight shall be final and conclusive on shipments not accompanied by packing lists. 4. WARRANTY: The goods or equipment specified shall be warranted against defects in material or workmanship for a period of not less than twelve (12) months from date of acceptance by the City. If the manufacturer’s warranty exceeds twelve (12) months, then the manufacturer’s warranty shall be in effect. Vendor shall furnish a copy of the manufacturer’s warranty at the time of delivery. 5. NO LIMITATION OF MANUFACTURERS’ WARRANTIES: RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 17 | P a g e Vendor may no limit, exclude or disclaim any warranty provided by manufacturer. D. DELIVERY 1. DELIVERY TERMS, TRANSPORTATION CHARGES, FOB: Deliverables shall be shipped FOB point of delivery unless otherwise specified on the Purchase Order or in the Solicitation. The Vendor’s price shall be deemed to include all delivery and transportation charges. The City shall have the right to designate what method of transportation shall be used to ship deliverables. The place of delivery shall be specified in the Purchase Order. 2. NO SUBSTITUTIONS OR CANCELLATIONS: Unless specifically permitted in writing by the City, no substitutions or cancellations shall be acceptable. 3. NOTICE OF DELAY IN DELIVERY: If a delay in delivery is anticipated, Vendor shall give written notice to the City. The City has the right to extend the delivery time/service date, or to cancel the Purchase Order or Agreement. Vendor shall keep the City advised at all times of the status of the order. Default in promised delivery, service or failure to meet specifications authorizes the City to procure the goods or services from an alternate source and charge the full increase, if any, in cost and handling to defaulting Vendor. Default on delivery may result in legal action and recourse. 4. DELIVERY LOCATION, HOURS, DAYS, HOLIDAYS: Unless otherwise specified, all deliveries must be made to City of Georgetown, Central Receiving, 300-1 Industrial Avenue, Georgetown, TX, between the hours of 8AM and 4PM (CST), Monday through Friday except regularly observed state and federal holidays (see http://georgetown.org/contact-us/holiday-schedule/ for schedule). Receipt of goods or materials does not signify acceptance. 5. NO SHIPMENT UNDER RESERVATION: Vendor is not authorized to ship deliverables under reservation and no tender of bill of lading will operate as a tender of deliverables. 6. TITLE/RISK OF LOSS: Title to and risk of loss of the deliverables shall pass to the City only when the City actually receives and accepts the deliverables (no delivery, no sale). 7. RIGHT OF INSPECTION AND REJECTION: The City expressly reserves all rights under law, including but not limited to, the Uniform Commercial Code, to inspect the deliverables at delivery or at a reasonable time subsequent to delivery, and to reject defective or non-conforming deliverables. If the City has the right to inspect the Vendor’s or the Vendor’s subcontractors facilities, or the deliverables at the Vendor’s or the Vendor’s subcontractors premises, the Vendor shall furnish or shall cause to be furnished without additional charge all reasonable facilities and assistance to the City to facilitate such inspection. 8. ACCEPTANCE OF INCOMPLETE OR NON-CONFORMING GOODS: If, instead of requiring immediate correction or removal and replacement of defective or non-conforming deliverables, the City prefers to accept such deliverables, the City may do so. The Vendor shall pay all claims, losses and damages attributable to the City’s evaluation of and determination to accept such defective or non-conforming deliverables. If any such acceptance occurs prior to final payment, the City may deduct such amounts as are necessary to compensate the City for the diminished value of the defective or non-conforming deliverables. If discovery that the deliverables are defective or non-conforming occurs after final payment, Vendor may be required to refund such amounts to the City. E. PAYMENT 1. TAX EXEMPT STATUS: The City is exempt from all federal excise, state and local taxes unless otherwise stated in this document. The City claims exemption from all sales and/or use taxes under Texas Tax Code §151.309, as amended. Texas Limited Sales Tax Exemption Certificates are furnished upon request. Vendor will not charge for such taxes. If billed, the City will not remit payment until a corrected invoice is received. 2. INVOICING REQUIREMENTS: Unless otherwise specified, all invoices shall be submitted to City of Georgetown, Accounts Payable, PO Box 409, Georgetown, TX 78627, and issued as required by the Purchase Order or Agreement. Each invoice must reference the unique Purchase Order number, and include the Vendor’s complete name and remit to address. If applicable, transportation and delivery charges must be itemized on the each invoice. A copy of the bill of lading and the freight waybill must be submitted with the invoice if applicable. Invoices for labor must include a copy of all time sheets with labor rate and Purchase Order or Agreement number clearly identified. Invoices for labor shall also include a tabulation of hours worked at the appropriate rates and grouped by work order number, if applicable. Time billed for labor shall be limited to hours actually worked at the work site. 3. PAYMENT TERMS: All payments will be processed in accordance with Texas Prompt Payment Act, Texas Government Code, Subtitle F, Chapter 2251. The City will pay Vendor within thirty days after acceptance of goods, supplies, materials, equipment or the day of performance of services was completed, or the day of receipt of a correct invoice for goods, supplies, materials, equipment or services, whichever is later. The Vendor may charge a late fee (fee shall not be greater than that permitted under the Texas Prompt Payment Act) for payments not made in accordance with this prompt payment policy; however, the policy does not apply to payments made by the City in the event: (a) there is a bona fide dispute between the City and Vendor concerning the goods, supplies, materials, equipment delivered, or the services performed, that causes the payment to be late; (b) the terms of a federal agreement, grant, regulation or statute prevents the City from making a timely payment with Federal funds; (c) there is a bona fide dispute between the Vendor and a subcontractor and its suppliers concerning goods, supplies, material or equipment delivered, or the services performed, which caused the payment to be late; or (d) the invoice is not mailed to the City in strict accordance with instructions on the Purchase Order or Agreement, or other such contractual agreement. 4. RIGHT TO AUDIT: The Vendor agrees that the representatives of the City shall have access to, and the rights to audit, examine, or reproduce, any and all records of the Vendor related to the performance under this Agreement. The Vendor shall retain all such records for a RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 18 | P a g e period of four (4) years after final payment on this Agreement or until all audit and litigation matters that the City has brought to the attention of the Vendor are resolved, whichever is longer. The Vendor agrees to refund to the City any overpayments disclosed by any such audit. 5. FIRM PRICING: The price shall remain firm for the duration of the Purchase Order or Contract, or extension periods. No separate line item charges shall be permitted for either bidding or invoice purposes, which shall include equipment rental, demurrage, fuel surcharges, delivery charges, and cost associated with obtaining permits or any other extraneous charges. Vendor further certifies that the prices in the Offer have been arrived at independently without consultation, communication, or agreement for the purpose of restricting competition, as to any matter relating to such fees with any other firm or with any competitor. 6. PRICE WARRANTY: The Vendor warrants the prices quoted are not materially higher than the Vendors current prices on orders by others for like deliverables under similar terms of purchase. In addition to any other remedy available, the City may deduct from any amounts owed to the Vendor, or otherwise recover, any amounts paid for items materially in excess of the Vendor’s current prices on orders by others for like deliverables under similar terms of purchase. 7. VENDOR OWING TAXES OR FEES TO THE CITY: Payment will not be made to any person, firm or in arrears in taxes or fees to the City. IV. TERMS, CONDITIONS AND ADDITIONAL REQUIREMENTS A. VENDOR’S OBLIGATION: Vendor shall fully and timely provide all deliverables described in Solicitation, Vendor’s Offer in strict accordance with the terms, covenants and conditions of the Agreement and all applicable federal, state and local laws, rules and regulations. B. DEFAULT: Vendor shall be in default under the Agreement if the Vendor (a) fails to fully, timely and faithfully perform any of its material obligations under the Agreement, (b) becomes insolvent or seeks relief under the bankruptcy laws of the United States or (c) makes a material misrepresentation in Vendor’s Offer, or in any report or deliverable required to be submitted by Vendor to the City. C. ABANDONMENT OR DEFAULT: A Vendor who abandons or defaults the work on the Agreement and causes the City to purchase the services elsewhere may be charged the difference in service if any and may not be considered in the re-advertisement of the service and may be rejected as an irresponsible bidder and not considered in future Solicitations for the same type of service unless the scope of work is significantly modified. D. TERMINATION/CANCELLATION: 1. TERMINATION FOR CAUSE: In the event of default by the Vendor, the City shall have the right to terminate the Agreement for cause, by written notice effective ten (10) calendar days, unless otherwise specified, after the date of such notice, unless the Vendor, within such ten (10) day period cures such default, or provides evidence sufficient to prove to the City’s satisfaction that such default does not, in fact, exist. In addition to any other remedies available under law or in equity, the City shall be entitled to recover all actual damages, costs, losses and expenses incurred by the City as a result of the Vendor’s default, including without limitation, cost of cover, reasonable attorneys’ fees, court costs and prejudgment and post-judgment interest at the maximum lawful rate. Additionally, in the event of default by the Vendor, the City may remove the Vendor from the City’s Vendor List and any Offer submitted by the Vendor may be disqualified for up to three (3) years. All rights and remedies under the Agreement are cumulative and not exclusive of any other right or remedy provided by law. 2. TERMINATION WITHOUT CAUSE: The City shall have the right to terminate the Agreement, in whole or in part, without cause any time upon thirty (30) calendar days’ prior written notice. Upon receipt of a notice of termination, the Vendor shall promptly cease all further work pursuant to the Agreement, with such exceptions, if any, specified in the notice of termination. The City shall pay the Vendor, to the extent of funds appropriated or otherwise legally available for such purposes, for all goods delivered and services performed and obligations incurred prior to the date of termination in accordance with the terms hereof. 3. NON-APPROPRIATION: The resulting Agreement is a commitment of the City’s current revenues only. It is understood and agreed that the City shall have the right to terminate the Agreement at the end of any City fiscal year (September 30th) if the governing body of the City does not appropriate funds sufficient to purchase the estimated yearly quantities, as determined by the City’s budget for the fiscal year in question. The City may effect such termination by giving the Vendor a written notice of termination at the end of its then current fiscal year. 4. CANCELLATION: The City reserves the right to cancel the Agreement for default all or any part of the delivered portion of the deliverables if the Vendor breaches any term hereof including warranties, or becomes insolvent or commits acts of bankruptcy. Such right of cancellation is in addition to and not in lieu of any remedies which the City may have in law or in equity. E. FRAUD: Fraudulent statements by the Vendor on any Offer or in any report or deliverable required to be submitted by the Vendor to the city shall be grounds for termination of the Agreement for cause by the City and may result in legal action. F. INDEMNITY: VENDOR SHALL DEFEND, INDEMNIFY AND HOLD HARMLESS THE CITY, ITS OFFICERS, AGENTS, SERVANTS AND EMPLOYEES FROM AND AGAINST ANY AND ALL SUITS, ACTIONS, LEGAL PROCEEDINGS, CAUSES OF ACTION, CLAIMS, DEMANDS, DAMAGES, JUDGMENTS, LOSSES, LIENS, COSTS, EXPENSES, ATTORNEYS’ FEES AND ANY AND ALL OTHER COSTS, FEES AND/OR CLAIMS OF ANY RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 19 | P a g e KIND OR DESCRIPTION ARISING OUT OF, IN CONNECTION WITH OR RESULTING FROM THE AGREEMENT OR THE GOODS OR SERVICES PROVIDED UNDER THE AGREEMENT. IF THE VENDOR AND THE CITY ARE CONCURRENTLY NEGLIGENT, EACH PARTY’S LIABILITY SHALL BE LIMITED TO THAT PORTION OF NEGLIGENCE ATTRIBUTABLE TO IT AS DETERMINED UNDER THE APPLICABLE PROPORTIONATE RESPONSIBILITY RULES OF THE STATE OF TEXAS. G. LIABILITY: Any person, firm or corporation performing services pursuant to this Agreement or Purchase Order shall be liable for all damages incurred while in the performance of such services. Vendor assumes full responsibility for the work to be performed hereunder and hereby releases, relinquishes, and discharges the City, its officers, agents and employees from all claims, demands and causes of action of any nature including the cost of defense thereof, for any injury to, including death of, any person whether that person be a third party, supplier or an employee of either of the parties hereto, and any loss of or damage to property, whether the same be that of either of the parties, caused by or alleged to have been caused by, arising out of or in connection with the issuance of the Agreement or Purchase Order to the Vendor and the negligence of the Vendor, whether or not said claims, demands and causes of action in whole or in part are covered by insurance. Certificates of insurance may be required for, but not limited to, Commercial General Liability, Business Auto Liability, Workers Compensation and Professional Liability Insurance. H. INFRINGEMENT: Vendor represents and warrants to the City that: (a) Vendor shall provide the City good and indefeasible title to the deliverables and (b) the deliverables supplied by the Vendor in accordance with the specifications of the Agreement shall not infringe, directly or contributory, any patent, trademark, copyright, trade secret or any other intellectual property right of any kind of any third party; that no claims have been made by an person or entity with respect to the ownership or operation of the deliverables and the Vendor does not know of any basis for any such claims. Vendor shall, at its sole expense, defend, indemnify and hold the City harmless from and against all liability, damages and costs (including court costs and reasonable fees of attorneys and other professionals) arising out of or resulting from: (a) any claim that the City’s exercise anywhere in the world of the rights associated with the City’s ownership, and if applicable, license rights, and its use of the deliverable infringes the intellectual property rights of any third party; or (b) Vendor’s breach of any of the Vendor’s representations or warranties stated in this Agreement. In the event of any such claim, the City shall have the right to monitor such claim or, at its option, engage its own separate counsel to act as co-counsel on the City’s behalf. Further, Vendor agrees that the City’s specifications regarding the deliverables shall in no way diminish Vendor’s warranties or obligations under the Section, and the City makes no warranty that the products, development or delivery of such deliverables will not impact such warranties of Vendor. I. DAMAGE TO CITY PROPERTY: Vendor shall be responsible for any and all damage to the City’s equipment and/or property, the workplace and its contents, by its work, negligence in work, its personnel and equipment. Vendor shall be responsible and liable for the safety, injury and health of its working personnel while its employees are performing service work. J. OVERCHARGES: Vendor hereby assigns to the City any and all claims for overcharges associated with this Agreement which arise under the antitrust laws of the United States, 15 USCA Section 1 et seq., and/or which arise under the antitrust laws of the State of Texas, Business and Commerce Code Ann., Section 15.01, et seq. K. CONFIDENTIALITY: In order to provide the deliverables to the City, Vendor may require access to certain of the City’s and/or its licensors’ confidential information (including, but not limited to, inventions, employee information, trade secrets, confidential know-how, confidential business information and other information which the City or its licensors consider confidential)(collectively, “Confidential Information”). Vendor acknowledges and agrees that the Confidential Information is the valuable property of the City and/or its licensors, and any unauthorized use, disclosure, dissemination or other release of the Confidential Information will substantially injure the City and/or its licensors. The Vendor (including its employees, subcontractors, agents or representatives) agrees that it will maintain the Confidential Information in strict confident and shall not disclose, disseminate, copy, divulge, recreate or otherwise use the Confidential Information without the prior written consent of the City, or in a manner not expressly permitted under this Agreement, unless the Confidential Information is required to be disclosed by law or as a result of an order of any court or other governmental authority with proper jurisdiction, provided the Vendor promptly notifies the City prior to disclosing such information so as to permit the City reasonable time to seek an appropriate protective order. The Vendor agrees to use protective measures no less stringent than the Vendor uses within its own business to protect its own most valuable information, which protective measures shall under all circumstances be at least reasonable measures to ensure the continued confidentiality of the Confidential Information. L. CODES, PERMITS, LICENSES: Vendor shall comply with all federal, state and local standards, codes and ordinances and the terms and conditions of the services of the electric utility, as well as other authorities that have jurisdiction pertaining to equipment and materials used and their application. None of the terms or provisions of the specification shall be construed as waiving any rules, regulations or requirements of these authorities. Vendor shall be responsible for obtaining all necessary permits, certificates and/or licenses to fulfill contractual obligations to the City. M. ADVERTISING/PUBLICITY: Vendor shall not advertise or otherwise publicize, without the City’s prior written consent, the fact that the City has entered into the Agreement, except to the extent required by applicable law. RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 20 | P a g e N. INDEPENDENT CONTRACTOR: The Agreement shall not be construed as creating an employer/employee relationship, a partnership or joint venture. The Vendor’s services shall be those of an independent contractor. The Vendor agrees and understands that the Agreement does not grant any rights or privileges established for employees of the City. Vendor shall not be within protection or coverage of the City’s Worker Compensation insurance, Health Insurance, Liability Insurance or any other insurance that the City, from time to time, may have in force. O. LIENS: Vendor shall defend, indemnify and hold the City harmless from and against any and all liens and encumbrances for all labor, goods and services provided under this Agreement. At the City’s request, the Vendor or its subcontractors shall provide a proper release of all liens or satisfactory evidence of freedom from liens shall be delivered to the City. P. ASSIGNMENT/DELEGATION: The Agreement shall be binding upon and endure to the benefit of the City and the Vendor, and their respective successors and assignees, provided however, that no right or interest in the Agreement shall be assigned and no obligation shall be delegated by the Vendor without the prior written consent of the City. Any attempted assignment or delegation by the Vendor shall be void unless made in conformity with this Section. The Agreement is not intended to confer any rights or benefits on any person, firm or entity not a party hereto; it being the intention of the parties that there be no third party beneficiaries to the Agreement. Q. INTERPRETATION: The Agreement is intended by both parties as the final, complete and exclusive statement of the terms of their agreement. No course of prior dealing between the parties or course of performance or usage of the trade shall be relevant to supplement or explain any term used in the Agreement. Although the Agreement may have been substantially drafted by one party, it is the intent of the parties that all provisions be construed in a manner fair to both parties, reading no provision more strictly against one party of the other. Whenever a term defined by the Uniform Commercial Code (the “UCC”), as enacted by the State of Texas, is used in the Agreement, the UCC definition shall control unless otherwise defined in the Agreement. R. GOVERNING LAW AND VENUE: This Agreement is made under and shall be governed by the laws of the State of Texas, including when applicable, the UCC as adopted in Texas, VTCA, Business & Commerce Code, Chapter 1, excluding any rule or principle that would refer to and apply the substantive law of another state or jurisdiction. This Agreement is fully performable in Georgetown, TX, and the venue for any action related to this Agreement shall be Georgetown, TX. All issues arising from this Agreement shall be resolved in the courts of Williamson County, Texas and the parties agree to submit to the exclusive personal jurisdiction of such courts. The foregoing, however, shall not be construed or interpreted to limit or restrict the right or the ability of the City to seek and secure injunctive relief from any competent authority as contemplated herein and does not waive the city’s defense of sovereign immunity. S. INTERLOCAL COOPERATIVE PURCHASING/PIGGYBACK CONTRACTS: Other governmental entities may be extended the opportunity to purchase from Solicitations of the City, with the consent and agreement of the awarded Vendor(s) and the City. Such consent and agreement shall be conclusively inferred from lack of exception to this clause in Vendor’s Response. However, all parties indicate their understanding and all parties hereby expressly agree that the City is not an agent of, partner to or representative of those outside agencies or entities and that the City is not obligated or liable for any action or debts that arise out of such independently negotiated piggyback procurements. T. SURVIVABILITY OF OBLIGATIONS: All provisions of the Agreement that impose continuing obligations on the parties, including but not limited to the warranty, indemnity and confidentiality obligations of the parties, shall survive the expiration or termination of the Agreement. U. CLAIMS: If a claim, demand, suit or other action is asserted against the Vendor which arises under or concerns the Agreement, or which could have a material adverse effect on the Vendor’s ability to perform thereunder, the Vendor shall give written notice to the City within ten (10) calendar days after receipt of notice by the Vendor. Such notice to the City shall state the date of notification of any such claim, demand, suit or other action; the names and address of the claimant(s); the basis thereof; and the name of each person against whom such claim is asserted. Such notice shall be delivered to the Purchasing Department as set forth below and to the City Attorney at PO Box 409, Georgetown, TX 78627. V. NOTICES: Unless otherwise specified, all notices, requests or other communications required or appropriate to be given under the Agreement shall be in writing and deemed delivered three (3) business days after postmarked if sent by US Postal Service Certified or Registered Mail, Return Receipt Requested. Notices delivered by other means shall be deemed delivered upon receipt by the addressee. Routine communications may be made by first class mail, fax, or other commercially accepted means. Notices to the Vendor shall be sent to the address specified in the Vendor’s Offer or at such other address as a party may notify the other in writing. Notices to the City shall be addressed to: City of Georgetown, Purchasing Department, PO Box 409, Georgetown, TX 78627 and marked to the attention of the Purchasing Manager. W. GRATUITIES: The City may, by written notice to the Vendor, cancel the Agreement without liability if it is determined by the City that gratuities were offered or give by the Vendor or any agent or representative of the Vendor to any officer or employee of the City with the intent of securing the Agreement or securing favorable treatment with respect to awarding or amending or the making of any determinations with respect to performing of the Agreement. In the event the Agreement is cancelled by the City pursuant to this RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 21 | P a g e Section, the City shall be entitled, in addition to any other rights and remedies, to recover the benefits or payments to the Vendor, as a result of the gratuities. X. PERSONAL INTEREST PROHIBITED: No officer, employee, independent consultant or elected official of the City who is involved in the development, evaluation or decision-making process of the performance of the any Solicitation shall have a financial interest, direct or indirect, in the resulting Agreement. Any willful violation of this Section shall constitute impropriety in office, and any officer or employee guilty thereof shall be subject to disciplinary action up to and including dismissal. In the event a member of the governing body or an appointed board or commission of the City belongs to a cooperative association, the City may purchase equipment or supplies for the association only if no member of the governing body, board or commission will receive pecuniary benefit from the purchase, other than as reflected as in increase in dividends distributed generally to members of the association. Any violation of this provision with the knowledge, expressed or implied, by the Vendor shall render the Agreement voidable by the City. Nevertheless, the City may obtain the equipment or service if a conflict of interest affidavit is filed and the Council member recuses his/herself. Y. WAIVER: No claim or right arising out of a breach of the Agreement can be discharged in whole or in part by a waiver or renunciation of the claim or right unless the waiver or renunciation is supported by consideration and is in writing signed by the aggrieved party. No waiver by either the Vendor or the City of any one or more events of default by the other party shall operate as, or be construed to be, a permanent waiver of any rights or obligations under the Agreement, or an express or implied acceptance of any other existing or future default(s), whether of similar or different character. Z. DISPUTE RESOLUTION: If either the Vendor or the City has a claim, dispute or other matter in question for breach of duty, obligations, services rendered or any warranty that arises under this Agreement, the parties shall first attempt to resolve the matter through this dispute resolution process. The disputing party shall notify the other party in writing as soon as practicable after discovering the claim, dispute or breach. The notice shall state the nature of the dispute and list the party’s specific reasons for such dispute. Within ten (10) business days of receipt of the notice, both parties shall make a good faith effort, in person or through generally accepted means, to resolve any claim, dispute, breach or other matter in question that may arise out of, or in connection with, this Agreement. If the parties fail to resolve the dispute within sixty (60) days of the date of receipt of the notice of the dispute, then the parties may submit the matter to non-binding mediation upon written consent of authorized representatives of both parties in accordance with the Arbitration Rules of the American Arbitration Association or other applicable rules governing mediation than in effect. If the parties cannot resolve the dispute through mediation, then either party shall have the right to exercise any and all remedies available under law regarding the dispute. AA. INVALIDITY: The invalidity, illegality or unenforceability of any provision of this Agreement shall in no way affect the validity or enforceability of any other portion or provision of the Agreement. Any void provision shall be deemed severed from the Agreement and the balance of the Agreement shall be construed and enforced as if the Agreement did not contain the particular portion or provision held to be void. The parties further agree to reform the Agreement to replace the stricken provision with a valid provision that comes as close as possible to the intent of the stricken provision. The provisions of this section shall not prevent the entire Agreement from being void should a provision which is the essence of the Agreement be determined to be void. BB. RIGHT TO ASSURANCES: In the event the City, in good faith, has reason to question the intent of the Vendor to perform, the City may demand written assurances of the intent to perform. In the event no written assurance is given within the time specified, the City may treat this failure as an anticipatory repudiation of the Agreement. RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 22 | P a g e EXHIBIT B – City Owned Parking Areas RFQ #201450 Professional Services for Comprehensive Parking Study and Conceptual Design of Parking Structure 23 | P a g e EXHIBIT C – Downtown Overlay District S M AI N S T S AUS T IN AV E W 4 T H S T FO R EST S T W 1 0 T H S T W 6 T H S T MA RT I N L UT H E R K IN G J R ST E 1 1 T H S T E 1 0 T H S T W 8 T H S T W 9 T H S T E 9 T H S T E 8 T H S T E 7 T H S T E 6 T H S T E 5 T H S T E 4 T H S T W 11THST E 3 R D S T S CH URCH ST F O R E S T S T W E S T ST W 3 R D S T W 7 T H S T W 5 T H S T T I N BA R N A LY W 5 T H ST W E S T S T ROCKST 0 360180Fee t 1 in ch = 25 9 feetE This pro duc t is for in formatio nal pur poses and may n ot have been prepared for or be suitable for lega l, engine ering , or s urveying p urp ose s. It doe s not r epresent a n on-th e-g rou nd surve y and rep res ents only the app ro xima te relativ e lo catio n of prop erty boundaries. Pa rkin g Lot Study Legend City Parking Lots WCA D Parcels ±Downtown District Overlay Map August 6, 2014 Kimberly Garrett Parks Director City of Georgetown PO Box 409 Georgetown, TX 78627 Re: Broker’s Opinion of Value At your request, and acting in my capacity as a real estate broker, I have prepared for your review a Broker's Opinion of Value for a roughly 2.05 acre parcel of land, owned by the City of Georgetown and utilized as a public swimming pool and neighborhood park with 2 outdoor basketball courts. This Broker's Opinion of Value is limited to the land and miscellaneous improvements that comprise the bulk of the property. In establishing my Broker’s Opinion of Value for this property, I have chosen to focus on the sales and pending sales of comparable properties. The true market value of any property will be determined by the motivation of the parties to any transaction and usually reflects their basic understanding of the market and their willingness to agree to the concept of "value" independently of the appraisal process. Property Description Located at a signalized corner, this parcel is an ideal retail property in the heart of Georgetown’s prime growth corridor. Walgreens Pharmacy, Sonic Verizon Wireless and numerous other local and national retail offerings are in the immediate area. The property sits on the away corner of the ‘going home’ side for traffic headed toward the main entrance of Sun City– Georgetown. Immediately adjacent to the property sits the Reata Trails neighborhood. The immediate area is fully developed. Location: The property is located the north side of Williams Drive at the NW corner of Williams Drive and Lakeway Drive in Georgetown, TX 78628 (the “Property”). Legal Description: 1.147 acres of land, more or less, out of the David Wright Survey, Abstract #13, Williamson County, Texas and Lots 9-12, inclusive, Block M, Reata Trails Unit I. Owner: The City of Georgetown Property Tax IDs: R362977, R089854, R089855, R089856 and R089857 Tax Assessed For the year 2014 the property tax assessment is $1,188,499; $13.30/sf. Frontage: The site offers approximately 200’ of frontage on Williams Drive, approximately 337’ of frontage on Lakeway Drive and approximately 345’ of frontage on Broken Spoke. The intersection of Lakeway and Williams is a signalized intersection. Flood Plain: No, per the City of Georgetown’s website, dated 7/15/2013. Topography: Essentially ‘at grade’ with the roadways with a gentle fall from east to the west across the property. LAND USE ENTITLEMENTS Investors in real estate are investing in more than land, buildings, and equipment. They are investing in a bundle of legal rights and protected interests. The value of their investment is influenced by the degree to which these rights and ownership interests are present. REcampus, Florida Real Estate Principles, Practices and laws As a general rule a land use entitlement is defined as any kind of permission to use or develop land nominally issued by a regulatory body. Land use entitlements can be granted (or denied) by local governments like cities or counties, or by other bodies, like Fish & Wildlife, the Army Corps of Engineers or the Department of Transportation, among others. There are entitlements by right such as a permitted use under a zoning classification. There are special use entitlements such as special use zoning permit or storm- water pollution abatement permit. Entitlements can also be approved building permits, or permission to discharge storm-water runoff into a specific body of water, permission to a install a curb cut or median opening, or any other range of regulatory approvals issued for an individual property. Two adjacent parcels that appear identical may have substantially different economic values due to differing land use entitlements accrued to each site. Because land valuations are inherently tied to the degree of land use entitlements present, it is important to uncover, from a valuation process, the entitlements present on the property – or that may be achievable by a future user. While the regulatory process makes the process of increasing the value of the property’s "bundle of rights" more difficult, it also means greater rewards when a property achieves full entitlements for the highest and best use of the land. Utilities: The Property is currently served on-site by all City of Georgetown utilities, including water, wastewater and electricity. Verizon supplies telephone service in the area. Gas services are available from Atmos Energy with the line located in the south right-of-way line of Williams Drive on the south side of the property. Zoning: Per the City of Georgetown’s website, the property is currently zoned C-3, commercial. Subdivision Status: Lots 9 – 12, Block M, have gone through the subdivision process. The balance of the property, the 1.147 acres has not gone through the subdivision process. A redevelopment of the property into any other use will require the entire tract to be subdivided. Gateway Overlay District: The property is within the City of Georgetown’s gateway overlay district. All parcels of land inside the gateway overlay district are required to comply with an extra set of regulatory approvals as a condition of any proposed change in use. The purpose of the District is to visually enhance the entry corridors. Various corridors into the City are designated for the purpose of applying additional landscape protections in a 25-foot wide landscaped area along the corridor. Edward’s Aquifer Recharge Zone: The property sits on top of the Edwards Aquifer Recharge Zone and will require approval of a Water Pollution Abatement Plan as a condition of site-development permitting. Storm-water runoff will need to meet or exceed requirements set forth by the Texas Environmental Quality Commission. Environmental Issues: Public records do indicate the existence of suitable habitat for endangered karst species throughout the northwest quadrant of Georgetown. Fish & Wildlife Service of the U.S. Department of the Interior would have to make the final determination of potential impact any development of the property might pose, but this is generally an area known to pose environmental risks to development activity. It is unknown whether or not this property has been previously inspected for environmental features. Fish & Wildlife has proposed listing the Georgetown Salamander as an endangered species; the impact of that proposed listing is still to be determined. There are no indications that any springs are located within the immediate area, but the full impact of the potential listing, including any proposed land development limitations, are expected to focus on increasing storm-water runoff mitigations as a condition necessary to enhance the salamander habitat. Those criteria are still to be determined as of the time of this report. General Market Conditions In general, the 2014 land market is beginning to see signs of significant improvement in demand. Historically, the demand for real estate is tied to the growth in the job sector. The Greater Austin Metropolitan Statistical Area (MSA) has generated positive signs in the local employment picture. Per the State of Texas publication “Texas Labor Market Review”, there are approximately 899,700 people employed in July 2014 in the greater MSA; 31,200 more than in July 2013. The key to the demand for real estate is a continued expansion in employment, in my opinion. This growth in employment is only positive for local real estate demand. Increasing demand for all types of real estate, but especially commercial real estate is most-reliably tied to an increase in the population and employment inside a specific geographic area. More people with jobs generally translate into a larger pool of disposable income – which leads to increasing demand for commercial property. In Georgetown for the last twenty years, the dominant growth corridor has been on the northwest side of Georgetown in the Williams Drive corridor. During the last 10 years, Georgetown’s population growth consists of two component parts, traditional single-family housing and age-restricted housing. The age- restricted sector makes up roughly 50% of the historical activity since 2004. As the attached chart indicates, the pace of new household formations in the Georgetown market is down significantly from the 2006 peak, but the resurgence started in late 2012 continues unabated for 2014. Total single-family permits issued through the first 7 month of 2014 virtually match the total number of permits issued in 2012. Ci t y o f G e o r g e t o w n N e w B u i l d i n g P e r m i t s I s s u e d B y Y e a r 01 / 0 1 / 2 0 1 4 - 0 6 / 3 0 / 2 0 1 4 ( R e s i d e n t i a l F i l t e r e d T o G I S D O n l y ) Ye a r To t a l P e r m i t s T o t a l E s t V a l u e To t a l C o m m e r c i a l M u l t i f a m i l y Es t V a l u e E s t V a l u e E s t V a l u e Tr a d i t i o n a l * A g e R e s t r i c t e d Re s i d e n t i a l 19 9 7 80 0 $ 1 2 4 , 0 5 9 , 8 0 6 77 9 18 3 $1 0 5 , 5 3 9 , 8 9 6 $ 1 3 , 3 9 3 , 1 0 0 $ 5 , 1 2 6 , 8 1 0 26 4 5 1 5 19 9 8 72 0 $ 1 4 2 , 1 3 5 , 6 8 8 68 0 37 3 $9 1 , 9 8 8 , 1 2 8 $ 4 0 , 8 3 0 , 9 6 0 $ 9 , 3 1 6 , 6 0 0 28 8 3 9 2 19 9 9 73 0 $ 1 3 2 , 6 7 1 , 9 8 2 65 5 71 4 $9 8 , 8 7 3 , 6 9 4 $ 2 5 , 3 5 7 , 7 8 8 $ 8 , 4 4 0 , 5 0 0 36 8 2 8 7 20 0 0 95 5 $ 1 8 3 , 6 4 2 , 5 8 0 91 1 20 2 4 $1 3 0 , 9 9 4 , 6 1 0 $ 1 2 , 9 8 8 , 7 7 0 $ 3 9 , 6 5 9 , 2 0 0 55 3 3 5 8 20 0 1 74 1 $ 1 3 4 , 5 2 9 , 9 4 0 68 1 49 1 1 $9 5 , 4 1 6 , 7 5 0 $ 3 6 , 6 3 4 , 7 2 8 $ 2 , 4 7 8 , 4 6 2 48 8 1 9 3 20 0 2 73 2 $ 1 7 6 , 9 9 1 , 2 5 6 68 7 45 0 $1 2 8 , 8 4 9 , 2 2 4 $ 4 8 , 1 4 2 , 0 3 2 $ 0 33 8 3 4 9 20 0 3 65 8 $ 1 3 5 , 7 2 4 , 2 5 7 57 8 79 1 $1 0 6 , 7 3 7 , 5 4 4 $ 2 4 , 5 3 5 , 1 6 3 $ 4 , 4 5 1 , 5 5 0 27 7 3 0 1 20 0 4 1, 0 8 8 $ 2 2 6 , 6 1 6 , 9 6 9 94 5 13 6 7 $1 7 4 , 4 1 9 , 0 4 8 $ 4 9 , 8 9 4 , 0 8 1 $ 2 , 3 0 3 , 8 4 0 43 1 5 1 4 20 0 5 1, 2 6 2 $ 2 7 9 , 6 4 5 , 8 3 9 1, 0 7 4 18 3 5 $2 0 4 , 4 7 3 , 6 9 4 $ 6 2 , 3 3 6 , 1 0 5 $ 1 2 , 8 3 6 , 0 4 0 51 7 5 5 7 20 0 6 1, 3 2 0 $ 3 3 8 , 7 9 8 , 5 2 2 1, 1 6 5 15 1 4 $2 3 0 , 4 5 2 , 0 5 0 $ 7 1 , 3 1 5 , 4 3 9 $ 3 7 , 0 3 1 , 0 3 3 53 6 6 2 9 20 0 7 1, 0 0 9 $ 4 5 6 , 7 2 1 , 2 1 9 88 8 11 9 2 $2 2 3 , 1 3 9 , 3 3 9 $ 2 3 3 , 2 0 8 , 4 2 4 $ 3 7 3 , 4 5 6 42 3 4 6 5 20 0 8 73 9 $ 2 0 5 , 3 8 9 , 9 9 1 60 6 12 1 1 2 $1 4 8 , 7 8 9 , 3 2 0 $ 5 4 , 6 5 4 , 5 8 5 $ 1 , 9 4 6 , 0 8 6 23 6 3 7 0 20 0 9 57 3 $ 1 7 2 , 4 1 8 , 3 0 2 44 1 13 2 0 $1 0 6 , 0 4 6 , 8 0 3 $ 6 6 , 3 7 1 , 4 9 9 $ 0 21 8 2 2 3 20 1 0 55 6 $ 1 3 8 , 5 7 1 , 8 3 0 46 2 93 1 $1 1 0 , 1 8 9 , 7 4 7 $ 2 8 , 2 2 3 , 0 8 3 $ 1 5 9 , 0 0 0 17 9 2 8 3 20 1 1 52 8 $ 1 9 3 , 3 5 4 , 6 7 7 44 0 88 0 $1 0 7 , 0 0 9 , 6 7 1 $ 8 6 , 3 4 5 , 0 0 6 $ 0 16 3 2 7 7 20 1 2 64 4 $ 1 7 8 , 9 4 0 , 5 8 9 53 9 77 2 8 $1 3 3 , 7 0 7 , 3 3 1 $ 1 9 , 1 1 8 , 1 0 2 $ 2 6 , 1 1 5 , 1 5 6 26 7 2 7 2 20 1 3 96 2 $ 3 1 5 , 1 9 4 , 1 7 4 82 6 92 4 4 $1 9 0 , 8 2 9 , 6 5 2 $ 7 6 , 8 5 3 , 6 7 9 $ 4 7 , 5 1 0 , 8 4 3 48 0 3 4 6 20 1 4 57 1 $ 1 8 3 , 2 3 7 , 5 1 6 53 6 34 1 $1 3 4 , 7 7 0 , 8 4 6 $ 1 8 , 4 6 6 , 6 7 0 $ 3 0 , 0 0 0 , 0 0 0 36 4 1 7 2 Pe r m i t D a t a f r o m Ci t y o f G e o r g e t o w n * A g e - R e s t r i c t e d p e r m i t s p r i o r t o 2 0 0 6 i n c l u d e o n l y D e l W e b b S un C i t y ; t h e r e a f t e r a d d i t i o n a l a g e- r e s t r i c t e d s u b d i v i s i o n s a r e i n cl u d e d . 12 , 9 1 4 $ 3 , 7 1 8 , 6 4 5 , 1 3 7 12 , 8 9 3 1 , 5 4 5 1 5 0 $2 , 5 2 2 , 2 2 7 , 3 4 7 $ 9 6 8 , 6 6 9 , 2 1 4 $ 2 2 7 , 7 4 8 , 5 7 6 63 9 0 6 5 0 3 To t a l * D a t a f i l t e r e d t o a s p e c i f i c I S D i s f o r t h e c u r r e n t y e a r o n l y . Pa g e 1 o f 1 Pr e p a r e d : 7 / 7 / 2 0 1 4 1 1 : 3 6 : 3 4 P M 29 5 5 D a w n D r i v e , # B , G e o r g e t o w n T X 7 8 6 2 8 (5 1 2 ) 9 3 0 - 5 7 9 6 Co u r t e s y o f B r a s h e a r P r o p e r t i e s , L t d er c e l @ b r a s h e a r p r o p e r t i e s . c o m Comparable Property Sales The real test of any proposed land transaction is the appraised value of the property. Regardless of the agreed value of the property between the parties to the deal, getting the property to appraise for the lender has become the most critical step in the financing process. While most appraisals are sensitive to the time between the sales comps and the date of the appraisal, the unique nature of this parcel allows me, in my opinion, to extend the window of applicable sales. My purpose is to generate a realistic value of the property, given the very few transactions for purely ‘apple-to-apples’ sales. From my database, there have been several sales in the greater market area that, in my opinion, will have an impact on the appraised value on this property. Those sales are: 1. 2913 Williams Drive, Georgetown, TX: Gantt Family Partnership sold a .94 acre tract to Autozone in July, 2013. The sales price was $692,500; $16.91/sf. The buyer paid all the costs of closing, effectively adding another $.25/sf to the transaction. The property has just over 159 feet of frontage on Williams Drive, was flat, at-grade and shared access to a regional detention/filtration pond. All City utilities were available on the site. The property was zoned C-3 Regional Commercial. The property was purchased for the construction of the new retail auto parts store. (See file #13-8) 2. 2951 Williams Drive, Georgetown, TX: Lewis, Nassour & Leander 70 Partners a 1.0 acre tract to Austaco II Real estate Partners in September, 2009. The sales price was $640,000.00; $14.69/sf. The property has just over 165 feet of frontage on Williams Drive, was flat, at-grade and shared access to a regional detention/filtration pond. All City utilities were available on the site. The property was zoned C- 3 Regional Commercial. The property was purchased for the construction of the a Taco Bell Restuarant. (See file #09-15) 3. 3809 Williams Drive, Georgetown, TX: JL Enterprises sold a 1.264 acre tract to O’Reilley Auto Parts in September, 2011. The sales price was $622,176.19; $11.30/sf/sf. The property has almost 200’ of frontage on Williams Drive. All City utilities are available to the site. The property was purchased for the construction of a new auto parts store. (See file #11-12) 4. 3614 Williams Drive, Georgetown, TX: Aldea Partners, LLC sold a 1.0 acre tract to Jaxbella, LLC in May, 2011. The sales prices was $475,000; $10.00/sf. The property is part of a master-planned development and the individual site has very little actual frontage on Williams Drive. City water and electric were on-site at the time of the sale. The property was purchased for the construction of a dentist office. (See file #11-09) 5. 4507 Williams Drive, Georgetown, TX: Arrington Storage sold a .934 acre tract to BSD Associates, LLC in October, 2011. The sales prices was $365,899; $8.40/sf. The property is part of a master-planned development and the individual site has very little actual frontage on Williams Drive. City water and electric were on-site at the time of the sale. The property was purchased for the construction of a dentist office. (See file #11-19) 6. 4515 Williams Drive, Georgetown, TX: Big Red Poppy, LLC sold a 1.232 acre tract to Adelman Holding – Williams, LLC in December, 2012. The sales prices was $698,000; $13.01/sf. The property is part of a master-planned development and the individual site has approximately 200’ of frontage on Williams Drive. All City utilities were on-site at the time of the sale. The property was purchased for the construction of a medial office. (See file #12-15) 7. 5317 Williams Drive, Georgetown, TX: Greg Hall sold a 2.059 acre tract to SCC Sun City Partners in January, 2012. The sales prices was $1,500,000.00; $16.72/sf. The property is part of a master- planned development and the individual site has approximately 200’ of frontage on Williams Drive. All City utilities were on-site at the time of the sale. The property was purchased for the construction of a Walgreen’s Drugstore. (See file #12-01) Simply applying the result of the average recent transactions to this site projects an indicated market value of $1,202,708; $13.53/sf. However, none of the parcels are an exact match for the subject property. All of the parcels were undeveloped land, while your site will need to be scrapped, with the pool demolished and compacted fines being brought in to level the site to match the surrounding grade of the roadway. All the sites except Sale #4 have storm-water detention on-site, some have less road frontage and some were ‘in- line’ sites and none were located at a signal light. Additionally, each of the sites sold had a more conducive configuration then your site does. You do have the advantage of being at a signal light, frontage on three roads and existing infrastructure in place. Consequently, an arbitrary adjustment to the sales price reported and the subject property has to be applied, in my opinion. Map # Street # Street Name Acres Sales Price Per sf Sale Date 1 2913 Williams Drive 0.940 $692,500 $16.91 7/13 2 2951 Williams Drive 1.000 $640,000 $14.69 9/9 3 3809 Williams Drive 1.264 $622,176 $11.30 9/11 4 3614 Williams Drive 1.000 $475,000 $10.90 5/11 5 4507 Williams Drive 0.934 $341,750 $8.40 10/11 6 4515 Williams Drive 1.232 $698,000 $13.01 12/12 7 5317 Williams Drive 2.059 $1,500,000 $16.72 1/12 TOTAL: 8.429 $4,969,426 AVERAGE: 1.204 $13.53 Subject 2.04 $1,202,708 $13.53 Applying the  averages  reported  to  the   subject property yields   the  following  projection Projected Site Value Comparable Williams Drive Properties Sold In my opinion, the adjustment in the economic differences between your property and the sold comparables results in a net decrease in the projected economic value of your property by approximately $1.50/sf. Consequently, it is my broker’s opinion that the property is market value of this property, assuming that the buyer will pay all the costs associated with removing the improvements and bringing the site back level to grade and construct the storm-water detention/filtration improvements, is about $1,100,000.00, or roughly $12.37/sf. Map # Street # Street Name Acres Sales Price Per sf Adjustment/ sf Adjusted Value 1 2913 Williams Drive 0.940 $692,500 $16.91 ($2.00)$14.91 2 2951 Williams Drive 1.000 $640,000 $14.69 ($2.00)$12.69 3 3809 Williams Drive 1.264 $622,176 $11.30 ($1.50)$9.80 4 3614 Williams Drive 1.000 $475,000 $10.90 ($1.00)$9.90 5 4507 Williams Drive 0.934 $341,750 $8.40 ($1.50)$6.90 6 4515 Williams Drive 1.232 $698,000 $13.01 ($2.00)$11.01 7 5317 Williams Drive 2.059 $1,500,000 $16.72 ($1.00)$15.72 TOTAL: 8.429 $4,969,426 AVERAGE: 1.204 $13.53 Comparable Williams Drive Properties Sold 1 2913 Williams Drive 0.940 $610,607 $14.91 2 2951 Williams Drive 1.000 $552,880 $12.69 3 3809 Williams Drive 1.264 $539,586 $9.80 4 3614 Williams Drive 1.000 $431,440 $9.90 5 4507 Williams Drive 0.934 $280,722 $6.90 6 4515 Williams Drive 1.232 $590,668 $11.01 7 5317 Williams Drive 2.059 $1,410,310 $15.72 TOTAL: 8.429 $4,416,214 AVERAGE: 1.204 $12.03 Subject 2.04 $1,068,819 $12.03 Broker's Adjusted Values Projected Site Value Applying the  averages  reported  to  the   subject property yields   the  following  projection Please call me if you have questions or comments. Thanks for the opportunity to study this tract for you. Sincerely; Ercel Brashear "THIS IS AN OPINION OF VALUE OR COMPARATIVE MARKET ANALYSIS AND SHOULD NOT BE CONSIDERED AN APPRAISAL. In making any decision that relies upon my work, you should you know that I have not followed the guidelines for development of an appraisal or analysis contained in the Uniform Standards of Professional Appraisal Practice of the Appraisal Foundation." 1 2 34 5 6 7 S RE C E N T C O M P A R A B L E S SITE Land Database PARCEL ID:R381095 ** to be divided into a separate lot PROJECT:Autozone LEGAL:Lot 3A, FINAL PLAT OF A REPLAT OF LOT 3, 2338 PLAZA-PHASE TWO, a subdivision in Williamson County, Texas, according to the map or plat thereof recorded in Document No. 2013017892, Official 2913 Williams Drive 78628 QUADRANT:GTN MAP PAGE:256MAP GRID:P ACRES:0.940 SQ. FEET:40,946 ZONING:C-3 FRONTAGE:159' on Williams Drive PHYSICAL COMMENTS: Flat, at grade with detension pond capacity already in place. PROPOSED USE: Construction of an Autozone SALE DATE:7/3/2013 SALE PRICE:$692,500.00 $/SF:$16.91 TERMS: TRANS. COMMENTS: Buyer paid for all costs of platting, brokerage fees, survey, title policy and other minor fees GRANTOR:Gantt Family Partnership GRANTEE:Autozone Print this recordLocation: Site Information: Sale Information: OUR FILE #:13-8 # LOTS:1 UTILITIES:All City Services $/ACRE:$736,702 $/LOT:$692,500 Source of Sale Data: UPDATE: Confirming Reference: Confidential Phone: GTOR ADDR:GTEE ADDR: Reference Information: Georgetown Williamson FOR SALE Land Database PARCEL ID:R504954 PROJECT:Taco Bell LEGAL:Unit 3, 2338 Plaza Condominiums, Williamson County, TX 2951 Williams Drive 78628 QUADRANT:GT MAP PAGE:256MAP GRID:P ACRES:1.000 SQ. FEET:43,560 ZONING:C-3 FRONTAGE: PHYSICAL COMMENTS: Relatively flat rectangular lot created out ot the previous Auto Direct car sales lot. PROPOSED USE: Build a Taco Bell restaurant SALE DATE:9/9/2009 SALE PRICE:$640,000.00 $/SF:$14.69 TERMS:Cash to Seller TRANS. COMMENTS: GRANTOR:Lewis, Nassour & Leander 70 Partners GRANTEE:Austaco II Real Estate Partners Print this recordLocation: Site Information: Sale Information: OUR FILE #:09-15 # LOTS:1 UTILITIES:All City services plus detension $/ACRE:$640,000 $/LOT:$640,000 Source of Sale Data: UPDATE: Confirming Reference: Confidential Phone: GTOR ADDR:GTEE ADDR: Reference Information: Georgetown Williamson FOR SALE Land Database PARCEL ID:R046893 PROJECT:O'Reilley LEGAL:Lot 1, Serenada Country Estates, Unit 1, Williamson County, Texas 3809 Williams Drive 78628 QUADRANT:GTN MAP PAGE:256MAP GRID:E ACRES:1.264 SQ. FEET:55,060 ZONING:C-3 FRONTAGE:199' on Williams PHYSICAL COMMENTS: A relatively flat, heavily treed lot with nearly 200' of frontage. PROPOSED USE: Auto Parts SALE DATE:9/29/2011 SALE PRICE:$622,176.19 $/SF:$11.30 TERMS:Cash to seller TRANS. COMMENTS: GRANTOR:JL Enterprises, LLP GRANTEE:O'Reilley Auto Parts Print this recordLocation: Site Information: Sale Information: OUR FILE #:11-12 # LOTS:1 UTILITIES:All City services $/ACRE:$492,228 $/LOT:$622,176 Source of Sale Data: UPDATE:9/29/2011 Confirming Reference: CONFIDENTIAL SOURCE Phone: GTOR ADDR:GTEE ADDR: Reference Information: Georgetown Williamson FOR SALE Land Database PARCEL ID:R5044443 PROJECT: LEGAL:Lot 4, Block 1, Sonrisa, Williamson County, TX 3614 Williams Drive 78628 QUADRANT:GTN MAP PAGE:256MAP GRID:K ACRES:1.000 SQ. FEET:43,560 ZONING:C-1 FRONTAGE:Limited PHYSICAL COMMENTS: PROPOSED USE: Build a dentist office SALE DATE:5/30/2011 SALE PRICE:$475,000.00 $/SF:$10.90 TERMS: TRANS. COMMENTS: Lender was Independent Bank GRANTOR:Aldea Partners, LLC GRANTEE:Jaxbella, LLC Print this recordLocation: Site Information: Sale Information: OUR FILE #:11-09 # LOTS:1 UTILITIES:All City Services $/ACRE:$475,000 $/LOT:$475,000 Source of Sale Data: UPDATE:8/1/2011 Confirming Reference: Steve Turner Phone: GTOR ADDR:GTEE ADDR: Reference Information: Georgetown Williamson FOR SALE Land Database PARCEL ID:R480124 PROJECT: LEGAL:Lot 8, Block A, West Georgetown Village, Phase I 4507 Williams Drive 78633 QUADRANT:GTN MAP PAGE:225MAP GRID:Z ACRES:0.934 SQ. FEET:40,685 ZONING:C-1 FRONTAGE: PHYSICAL COMMENTS: Sits adjacent to Wells Fargo; price includes access to regional stormwater detention pond PROPOSED USE: Dental Office SALE DATE:10/7/2011 SALE PRICE:$341,750.00 $/SF:$8.40 TERMS:Cash to Seller TRANS. COMMENTS: GRANTOR:Arrington GRANTEE:BSD Associates, LLC Print this recordLocation: Site Information: Sale Information: OUR FILE #:11-19 # LOTS:1 UTILITIES:All City services $/ACRE:$365,899 $/LOT:$341,750 Source of Sale Data: UPDATE: Confirming Reference: Reagan Foster Phone:(512) 814-9474 GTOR ADDR:GTEE ADDR: Reference Information: Georgetown Williamson FOR SALE Land Database PARCEL ID:R480121 PROJECT: LEGAL:Block A, Lot 5, West Georgetown Village 1 4515 Williams Drive 78633 QUADRANT:GTN MAP PAGE:225MAP GRID:Z ACRES:1.232 SQ. FEET:53,666 ZONING:C-1 FRONTAGE:Williamson PHYSICAL COMMENTS: PROPOSED USE: SALE DATE:12/14/2012 SALE PRICE:$698,000.00 $/SF:$13.01 TERMS: TRANS. COMMENTS: GRANTOR:Big Red Poppy, LLC GRANTEE:Adelman Holding-Williams LLC Print this recordLocation: Site Information: Sale Information: OUR FILE #:12-15 # LOTS:1 UTILITIES: $/ACRE:$566,558 $/LOT:$698,000 Source of Sale Data: UPDATE: Confirming Reference: Steve Turner Phone: GTOR ADDR:GTEE ADDR: Reference Information: Georgetown Williamson FOR SALE Land Database PARCEL ID:R513760 PROJECT: LEGAL:Lot 1, Village Gate at Sun City 5317 Williams Drive 78633 QUADRANT:GT MAP PAGE:MAP GRID: ACRES:2.059 SQ. FEET:89,690 ZONING:C-3 FRONTAGE: PHYSICAL COMMENTS: PROPOSED USE: Construct a Walgreen's SALE DATE:1/17/2012 SALE PRICE:$1,500,000.00 $/SF:$16.72 TERMS:Cash to seller TRANS. COMMENTS: GRANTOR:Greg Hall GRANTEE:SCC Sun City Partners Print this recordLocation: Site Information: Sale Information: OUR FILE #:12-01 # LOTS:1 UTILITIES:All City Services $/ACRE:$728,509 $/LOT:$1,500,000 Source of Sale Data: UPDATE: Confirming Reference: Confidential Phone: GTOR ADDR:GTEE ADDR: Reference Information: Georgetown Williamson FOR SALE Pool attendance numbers for 2012 - current year June 12 July 12 Aug 12 June 13 July 13 Aug 13 June 14 July 14 Williams 2331 1822 2003 3413 2325 2091 2957 2891 River Ridge 847 579 318 1229 1004 428 1246 1200 Tennis Center 1301 956 491 1757 1363 200 1505 1409 Village 1421 1123 413 2342 1330 283 1913 1533 Aug 14 Proposed Southeast Georgetown Splash Pad August 27, 2014 2014-15 Parks CIP - $300,000 • What will a $300,000 splash pad look like – APX 40’ x 50’ or 2,000 Square Feet – 5 – 7 Above Ground Features – 6 – 9 Below Ground Features – Recirculation System – Minor Site Improvements City of Georgetown 2014-15 Parks CIP - $300,000 • Example 1 City of Georgetown 2014-15 Parks CIP - $300,000 • Example 2 City of Georgetown 2014-15 Parks CIP - $300,000 • Example 3 City of Georgetown 2014-15 Parks CIP - $300,000 • What is not included – Additional Parking – Additional Restrooms – Pavilions or Large Shade Structures – Major Utility Improvements All can be included with a reduction in size and features. City of Georgetown Possible Locations • McMaster’s Athletic Complex • San Jose Park • Getsemani Community Center • New Parkland City of Georgetown Possible Locations City of Georgetown McMaster’s Athletic Complex City of Georgetown McMaster’s Athletic Complex City of Georgetown • Advantages – Available Parking – Park Size – 46.16 acres – Use Potential • Disadvantages – Lack of Restrooms – Proximity of Utilities – Use Potential –Bark Park San Jose Park City of Georgetown San Jose Park City of Georgetown • Advantages – Available Parking – Available Restrooms – Proximity of Utilities – Number of Residential Homes Nearby • Disadvantages – Park Size - 2.13 acres – Loss of Practice Ball field – Parking and Restroom Size Getsemani Community Center City of Georgetown Getsemani Community Center City of Georgetown • Advantages – Community Wide Center – Number of Residential Homes Nearby – Proximity of Utilities • Disadvantages – No Discussion of Partnership to Date – Lack of Parking – Private Property (Liability) – Available Restrooms New Parkland City of Georgetown • Advantages – Starting From a Clean Slate – Minimize Use Conflicts • Disadvantages – Finding a Suitable Location – Cost of Acquisition – Cost of Infrastructure Improvements Questions? City of Georgetown City of Georgetown, Texas SUBJECT: Review/Discuss recommendations for Employee Compensation Market Comparators - Tadd Phillips, HR Director ITEM SUMMARY: Human Resources staff will engage in review and discussion of the City’s employee compensation market comparators for the purpose of GGAF input and eventual City Council endorsement of both market comparators and strategy. The presentation objectives and outline are listed below. Full details included in attached presentation and PDF. Presentation Objectives Review Compensation Program Achieve GGAF feedback and buy-in on: Compensation Market Comparators Compensation Market Strategy Answer any questions Presentation Outline Compensation Overview Compensation Definitions Market Comparators Overview Current Recommended Application Market Position Next Steps FINANCIAL IMPACT: None at this time SUBMITTED BY: Tadd Phillips - HR Director ATTACHMENTS: Description Type PowerPoint comp Market Comparators Cover Memo Market Cities Cover Memo Employee Compensation Market Comparators GGAF Presentation August 27, 2014 Presentation Objectives •Review Compensation Program •Achieve GGAF feedback and buy-in on: –Compensation Market Comparators –Compensation Market Strategy •Answer any questions Presentation Outline •Compensation Overview •Compensation Definitions •Market Comparators –Overview –Current –Recommended –Application •Market Position •Next Steps Compensation Overview •Municipal government service delivery occurs through workforce, our #1 asset •HR Major Department Goal: –Attract, retain, develop and reward a quality workforce of excellence •Goal achievement requires we: –Build compensation and benefits programs (Total Rewards) aligned with goal Total Rewards Compensation Overview •A Compensation program that attracts, retains, develops and rewards a quality workforce considers: –Internal Conditions •Willingness and Ability to Pay –Budget, Tax Rate, Management & City Council philosophies •Internal Equity & Justice –Classification, Salary Administration, and Rewards such as merit or steps –External Conditions •Labor cost trends –Identified through salary surveys –Assures that pay structures are competitive in order to increase recruitment and retention Compensation Definitions •Public Safety Steps –Rewards service –Consistent with market competitors –Retention –Inflexible Compensation Definitions •Merit Pay –Ties pay to performance –Individual pay range penetration –Retention –Methodology/delivery of reward can be confusing Compensation Definitions •COLA –Intended to reflect cost of living increase, based on CPI –Moves ranges –Enhances recruitment –Retains individual range penetration Market Comparators - Overview •External condition & labor costs trends identified through salary survey •Salary survey requires we define two things: 1.Benchmark positions to compare 2.Market Comparators Market Comparators - Questions •Who may we lose employees to? •Who may employees leave to come to Georgetown? •What employers do we believe are similar to the City of Georgetown? •What employers do we wish to emulate? Market Comparators - Factors •Relevant factors: –Proximity –Size –Similarity in Services rendered –Ability to pay •Tax rate •Total taxable value –Similar characteristics such as: •Adjacent to metropolitan area •Growth community Market Comparators - Current Market Comparators - Recommended Proximity City of Austin City of Cedar Park City of Leander City of Pflugerville City of Round Rock Williamson County Similarity City of San Marcos City of New Braunfels City of Sugar Land City of Grapevine City of Denton Town of Flower Mound Industry specific disciplines such as Utilities, Fire, and Police would utilize good matches from this group + up to 5 additional similar organizations. Market Comparators - Application Min Mid Max Austin 43,597$ 55,930$ 70,512$ Williamson County 45,894$ 56,223$ 66,551$ Cedar Park 41,202$ 50,267$ 59,332$ Round Rock 44,844$ 50,448$ 56,052$ Pflugerville Leander San Marcos 41,933$ 52,416$ 62,899$ New Braunfels Sugarland 39,021$ 44,866$ 50,710$ Grapevine 45,136$ 54,153$ 63,170$ Denton 49,000$ 60,001$ 71,002$ Flower Mound 50,773$ 60,424$ 70,074$ AVERAGE 44,600$ 53,859$ 63,367$ Georgetown 42,037$ 49,462$ 56,867$ Midpoint Difference 8.9% ACCOUNTANT Market Position •Philosophy to lead, meet, or lag the market when comparing pay structures –Flexibility still exists in non-public safety position to pay higher for most qualified incumbents; reward best performers through merit pay –Less a reflection of caliber of employee we wish to recruit/retain –The more competitive, the more pay becomes a non-factor •Fundamental lag built in •Most organizations choose to match market •Those with proportionally more/less revenue typically take lead or lag approach Market Position - Recommended •Philosophy to meet the market when comparing pay structures –Shows commitment to staying competitive while being fiscally prudent –Externally competitive pay is one element of Total Rewards –Focus on systems to develop employees and reward performance also key Planned Next Steps •Now - Your feedback •Late September 2014 - Council Presentation •October thru December 2014 – Review market position •January 2015– Recommendations on Public Safety Pay structure and maintenance to management, GGAF, and Council for consideration April 1, 2015 •March 2015- Recommendations on market-based adjustments to management, GGAF, and Council for consideration October 1, 2015 Employee Compensation Market Comparators •Questions/Discussion Recommended Market Comparators City Georgetown Austin Williamson County Cedar Park Round Rock Pflugerville Leander San Marcos New Braunfels Sugarland Grapevine Denton Flower Mound Proximity 27.7 miles 15.2 miles 9.5 miles 16.2 miles 12 miles 72.4 miles 90.1 miles 183 Miles 192 Miles 198 Miles 198 Miles 2014 Population (estimates)53,227 865,504 507,000 61,957 103,232 53,000 37,000 50,000 62,000 84,511 48,101 120,000 68,000 2010 Census Population 47,400 790,390 422,679 48,937 99,887 46936 26,521 44894 57740 78,817 46,334 113,383 64,669 Avg Annual Pop Growth 3.1%2.4%5.0%6.7%0.8%3.2%9.9%2.8%1.8%1.8%1.0%1.5%1.3% Form of Govt Council-Mgr Council-Mgr County Council-Mgr Council-Mgr Council-Mgr Council-Mgr Council-Mgr Council-Mgr Council-Mgr Council-Mgr Council-Mgr Council-Mgr FTE 573.75 13,000.00 1,542.00 412.75 850.25 300.50 215.50 590.00 538.00 694.00 646.00 1,491.00 559.00 Size [sq mi]52.10 320.97 24.07 34.43 22.26 28.70 32.00 44.00 32.73 35.90 94.90 45.00 ETJ [sq. mi]306.19 9.34 34.00 18.50 33.80 Adopted budget (most recent)231 Mil 3.5 Bil 230 Mil 109 Mil 144 Mil 153 Mil 172 Mil 168 Mil 324 Mil 185 Mil 907 Mil 116 Mil tax rate (proposed)0.4340 0.4809 0.4930 0.4165 0.5610 0.6539 0.5302 0.4982 0.3180 0.3320 0.6890 0.4390 Total Taxable Value 5.3 Bil 88.5 Bil 5.1 Bil 9.6 Bil 3.2 Bil 2.5 Bil 3.3 Bil 4.9 Bil 10.3 Bil 6.2 Bil 7.7 Bil 7.4 Bil Unique Departments Utilities Convention/Visitors Airport Cemetery 4A/4B Airport Solid Waste Services Convention HHS Solid Waste Services Tourism Solid Waste Services Convention/Visit ors Solid Waste Services Airport WIC Airport Convention Solid Waste Services Airport Solid Waste Services CVB Historic Preservation Airport Health Utility Water/WW Electric (Distribution) Water/WW Electric (Generation and Distribution) Water/WW Water/WW Water/WW Water/WW Water/WW Electric (Distribution) Separate Entity Water/WW Water/WW Water/WW Electric (Distribution) Water/WW Health plan Self-Funded Self-Funded Self-Funded Fully Insured Self-Funded Fully Insured Fully Insured Self-Funded Self-Funded Self-Funded Self-Funded Self-Funded Civil Service Fire Police Fire Police No Fire Police Fire No No Fire Police Fire Police No No Fire Police No Fire Based-EMS Yes No No No No No EMS Provided by Wil Co No Yes Yes Yes Yes Yes Retirement System TMRS COAERS TCDRS TMRS TMRS TMRS TMRS TMRS TMRS TMRS TMRS TMRS TMRS Similarity Proximity