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HomeMy WebLinkAboutFCS-13-095 - E13-050 - Consultation Serv - DC Background Study and Draft By-law REPORT TO:Committee of the Whole DATE OF MEETING: 2013-06-10 SUBMITTED BY: Larry Gordon, Director of Supply Services, 519-741-2200 ext. 7214 PREPARED BY: Larry Gordon, Director of Supply Services, 519-741-2200 ext. 7214 WARD(S) INVOLVED: N/A DATE OF REPORT: 2013-05-28 REPORT NO.: FCS-13-095 SUBJECT: E13-050 Consultant Services – Development Charge Background Study and Draft Development Charge Bylaw RECOMMENDATION: That Expression of Interest E13-050 – Consultant Services – Development Charge Background Hemson Consulting Ltd., Study and Draft Development Charge Bylaw, be awarded to Toronto, Ontario at their estimated fee of $148,343., plus H.S.T. of $19,285., for a total of $167,627., based on a satisfactory contract being negotiated and an upset fee being established. BACKGROUND: The Development Charges Act and its associated regulation allow municipalities to recover growth-related capital costs that are needed to service new development. In order to do so, under the terms of the Act, municipalities must prepare a development charge background study and pass a bylaw to determine the development charges, taking the following into account: A forecast of the amount, type and location of housing units, population and non- residential development anticipated in the city. The average capital service levels provided by the municipality in the 10-year period immediately preceding the preparation of the background study. A review of future capital projects, including analysis of gross expenditures, funding sources and net expenditures incurred or to be incurred by the municipality, to provide for the expected development. Development charges (DC) bylaws have a maximum term of five years. Kitchener’s current DC bylaw expires in 2014. In order to update the bylaw, a background study must be done, which involves a number of staff from across the organization and takes several months to complete, therefore the work will begin in the first half of 2013. External consultants are engaged to assist with the preparation of the DC background study and associated bylaw. Development charge background studies are complex and specialized financial planning documents that must be in accordance with legislation and are often appealed 1 v) - 1 to the Ontario Municipal Board. The assistance of external expertise will ensure that all requirements of the Act are fulfilled and that the City’s DC bylaw is approved before the expiration of the current bylaw. The costs of the DC background study and associated bylaw are completely funded through development charges. REPORT: In accordance with Chapter 170 of the Municipal Code pertaining to the Selection of Professional Services/Consultants, a Consultant’s Review Committee was established consisting of D. Chapman, Deputy CAO, Finance and Corporate Services, R. Hagey, Director of Financial Planning, A. Pinard, Director of Planning and L. Gordon, Director of Supply Services. Expressions of interest were advertised publicly on the City of Kitchener website and on the internet through the Ontario Public Buyers Association Electronic Tendering Information System relative to this project. Documents were downloaded by eight (8) interested parties, and by the th closing date of Thursday May 16, 2013, one (1) response had been received. nd , 2013, to interview the candidate. The review committee met on Wednesday, May 22 The Committee rated consultants on the following criteria: Understanding & approach Experience related to DC studies, bylaws & related Experience related to policies related to DCs Project Manager Project Staff Fee A listing of the responding parties follows for your reference: Hemson Consulting Ltd. Toronto ON ALIGNMENT WITH CITY OF KITCHENER STRATEGIC PLAN: Theme: Effective and Efficient Government, Financial Management Strategic Direction: Reduce Reliance on Taxes The City of Kitchener’s purchasing policies and practices ensure openness, fairness and transparency in the procurement of goods and services. 1 v) - 2 FINANCIAL IMPLICATIONS: The net cost for this expression of interest (A), is fair and reasonable for a purchase of this scope and the upset limit is within the budget allowance (B) provided within the budget. Funding for this study is included within the approved capital budget. The estimated surplus (E) will remain within the project to fund any additional costs. Expression of Interest E13-050 Consultant Services - Development Charge Background Study and Draft Development Charge Bylaw Estimated Cost for this Expression of Interest Expression of Interest E13-050 costs, including HST $ 167,627 less: HST rebate on tender (16,674) Net Cost Being Awarded 150,953 A Total Estimated Cost for this Expression of Interest $ 150,953 C Budget for this Expression of Interest Capital from Current 11,041 Development Charges 209,775 Total Budget for this Expression of Interest $ 220,816 B Estimated Surplus/(Deficit) for this Expression of Interest (B - C) $ 69,863 D Balance in account, net of encumbrances 30,399 Total Estimated Surplus/(Deficit) $ 100,262 E COMMUNITY ENGAGEMENT: The development of the Development Charges Background Study and Draft Development Charge Bylaw will include a public consultation component. ACKNOWLEDGED BY: Michael Goldrup, Acting Deputy CAO, Finance and Corporate Services 1 v) - 3