HomeMy WebLinkAboutItem #18 GSG Services - Fire Assessment FeesContact Name:
Contact Number
Abe Gentet of Good Liv
O
AGENDA ITEM COVER SHEET
Meeting Date: June 5, 2007
Jamie Croteau
X 1503
Item # 1 g
Reviewed By. -
Department Director:
City Manager:
Subject: Professional Services Agreement with Government Services Group, Inc.
Fire Service Assessment Proaram
Background Summary:
Due to the anticipated outcome of property tax reform City staff has been reviewing ways to continue providing the
same level of services and protection to our Citizens. One option available to the City is the implementation of a
Special Assessment to fund Fire Services. Staff believes it is imperative to begin the implementation phase of a
fire service fee as quickly as practical in order to: a) preserve our ability to offer fire services as deemed
appropriate for our community; and b) to ensure fire service costs are apportioned between residential and
commercial users in the most equitable manner.
Implementing the assessment is a lengthy process that would need to be completed by year end to go into effect
for the 2008 tax year, however the City Commission can decide during the budget process whether a fee needs to
be assessed, and what amount (if any) of the cost of fire services should be funded through a fee or ad valorem
taxes.
The first step in the process is to undertake a study to identify the full costs of service and to develop a schedule of
rates. Once this is complete, the City would hold a public hearing and adopt a resolution of intent. To complete
this process by year end the City would need to move forward with a study almost immediately. Toward that end,
staff recommend a contract with Government Services Group (GSG) to complete the first phase of this process
and to undertake the study relating to costs and the development of rates. GSG has performed similar work for
Alachua County and numerous municipalities in the state of Florida. The City has the opportunity to piggyback the
Alachua County contract for a first phase cost of $50,000.
Issue:
Should the City enter into a contract with Government Services Group, Inc. to proceed with the development and
implementation of an assessment fee to fund fire services?
Recommendation:
Staff recommends piggybacking the contract with Alachua County and engaging Government Services Group, Inc.
to proceed with the development of a fire service assessment program at a cost of $50,000, and funding $35,000
from the contingency account.
Attachments:
Contract with Government Services Group
Financial Impact:
Development of the program will cost $50,000, with $35,000 recommended from the contingency account. The
remaining $15,000 can be funded from Contractual Services Account 001-516-00-3400.
Type of Item: (please mark with an z')
Public Hearing
For Clerk's Dept Use:
Ordinance First Reading
Consent Agenda
Ordinance Second Reading
Public Hearing
Resolution
Regular Agenda
Commission Approval
Discussion & Direction
Original Document/Contract Attached for Execution by City Clerk
Original Document/Contract Held by Department for Execution
Reviewed by City Attorney
Reviewed by Finance Dept.
Reviewed by ( )
N/A
N/A
N/A
2
Professional Services Agreement
This Professional Services Agreement (the "Agreement") is entered into this day of , 2007,
by and between the City of Ocoee (the "City"), and Government Services Group, Inc. ("GSG"), a Florida
corporation.
WITNESSETH
WHEREAS, the City desires to conduct a study to examine the possibility of developing and implementing an
assessment program to fund fire services within the incorporated area of the City ("Fire Services Assessment
Study"); and
WHEREAS, the City is interested in developing an assessment program to fund the City's portion of costs
associated with providing a benefit to parcels within the incorporated area of the City through the rendering
of fire services; and
WHEREAS, GSG is well qualified and experienced in assisting local governments with the development and
implementation of non -ad valorem assessments and have agreed to make themselves available to provide
professional services and specialized assistance to assist the City;
NOW, THEREFORE, it is agreed as follows:
TERMS
1. Recitals. The recitals and all statements contained herein are hereby incorporated into and made a
part of this Agreement.
2. Services to be Performed by GSG. GSG shall, in conjunction with the general direction of the office
of the City Manager, City Fire Chief, and City Attorney, or their representative designees, provide the
professional services and specialized assistance described in the Scope of Services attached hereto
as Appendix A in order to assist the City in the development of the Fire Services Assessment Study.
3. Term of the Agreement and Time Requirements. This Agreement shall become effective upon the
signature by the duly authorized representative of the City and GSG for the Fire Services Assessment
Study, and shall remain in effect for one (1) year, or until completion of the objective of this
Agreement which is to conduct a study to examine the possibility of developing and implementing an
assessment program to fund fire services within the incorporated area of the City.
GSG shall promptly begin and diligently provide the professional services and specialized assistance
contemplated in the Scope of Services attached hereto as Appendix A. The rendering of such
professional services and specialized assistance shall be in accordance with the deliverables
schedule described in the Scope of Services attached hereto as Appendix A. So that the City may
achieve its objectives, it is hereby acknowledged and recognized that, for purposes of this agreement
and all appendices attached hereto, time is of the essence.
In the event of termination prior to the completion of the Fire Services Assessment Study provided for
by and through this Agreement, such termination shall in no way prejudice the payments due to GSG
for services rendered, provided that the termination is not due to a default on the part of GSG.
The City, at its sole option, may decide not to move forward at any time, with only the expended
professional fees, costs and expenses actually incurred through the date GSG are notified of
termination then being due and payable.
In the event the City terminates this Agreement prior to completion of the Fire Services Assessment
Study, for any reason other than default by GSG, and Ahe City continues to proceed with a fire
services assessment program, the City shall provide a written general release to GSG, which is
unqualified and absolute, concerning all advice, work product, responsibility and liability arising
under this Agreement.
4. Schedule of Fees. For the professional services and specialized assistance to be provided
hereunder by GSG, GSG shall work under a lump sum professional fee arrangement described in the
Scope of Services in Appendix A on the payment basis described therein.
The lump sum fee includes reimbursement for all actual costs incurred, including by way of example
and not limitation, photocopies, long distance telephone charges, overnight delivery services, and
agreed -to travel expenses. The lump sum fee does not include reimbursement for the costs of
producing, stuffing and mailing the any required first class notices, which shall be considered an
additionally incurred cost and will depend on the number of assessable parcels for each fiscal year.
The lump sum fee does not include reimbursement for the costs of acquiring necessary information
to be obtained from the Property Appraiser, or any like public official, which can not be timely
obtained without charge or fee either by GSG the City. Such costs will be due and payable upon
GSG's incurring of the costs.
Any additional services will be provided at the standard hourly rates of GSG as follows:
GOVERNMENT SERVICES GROUP, INC.
CEO
$225.00
Sr. Vice President
$175.00
Vice President
$160.00
Sr. Project Manager
$160.00
Project Manager
$150.00
Sr. Consultant
$140.00
Data Base Developer
$130.00
Technical Services
$130.00
Consultant
$130.00
Communications Services
$130.00
Analyst
$100.00
Administrative Support
$ 50.00
Expenses related to additional meetings will be billed in conformance with section 112.061, Florida Statutes.
5. Cooperation of the City.
It shall be the obligation of the City to timely provide GSG with all
reasonably requested and
required information, data and records necessary and/or required to
develop the Fire Services Assessment Study.
Government Services Group, Inc. 1 2
The Scope of Services attached hereto as Appendix A contemplates that the City will timely provide
the necessary budgetary information, call data information, service delivery information and other
reasonably requested and required information, data and records necessary and/or required to
develop the Fire Services Assessment Study. The Scope of Services attached hereto as Appendix A
contemplates that the City will timely provide necessary and/or required staff to conduct any field
research (e.g., activities necessary to supplement incomplete data on the ad valorem tax roll, etc.)
and provide swift policy direction regarding various components of the methodology necessary
and/or required for continued progression of the Fire Services Assessment Study.
6. Documents. All documents, electronic media, and other data developed by GSG in connection with
the Fire Services Assessment Study shall be reproduced and made available to the City by GSG at
any time upon request of the City. When any work contemplated under this Agreement is completed,
or for any reason is terminated prior to completion, all of the above data shall be timely reproduced
and delivered to the City upon written request.
7. Termination. The City reserves the right to terminate this Agreement at any time, by written notice. In
the event of such termination, GSG shall be entitled to the professional fees on an hourly basis from
the last percentage of the project completed, as well as any costs and/or expenses for actual
expended services incurred for work performed hereunder through the date GSG is notified of
termination.
8. Default Provision. In the event that GSG shall fail to comply with each and every term and condition
of this Agreement, or fail to perform any of the terms and conditions contained herein, then the City,
in addition to all other remedies available by law, at its sole option, upon written notice to GSG, may
cancel and terminate this Agreement.
9. Conflict of Interest. GSG covenants that no person under their employ who presently exercises any
functions or responsibilities in connection with this Agreement has any personal financial interest,
direct or indirect, with the City. GSG covenants that, in the performance of this Agreement, no person
having such conflicting interests shall be employed. Any such interests on the part of GSG, or its
employees, subcontractors, or employees of its subcontractors must be disclosed in writing to the
City. Also, GSG is aware of the Conflict of Interest laws for the State of Florida, and agree that they
shall fully comply in all respects with the terms of said laws.
10. Award of Agreement. GSG warrants that they have neither employed nor retained any company or
person to solicit or secure this Agreement, and that they have not paid or agreed to pay any company
or person any fee, commission, percentage, brokerage fee, or gifts or any other consideration
contingent upon or resulting from the award or making of this Agreement.
GSG also warrants that, to the best of their knowledge and belief, no office holder or employee of the
City is interested directly or indirectly in the profits or emoluments of this Agreement.
11. Entire Agreement. This Agreement represents the entire and integrated agreement between the City
and GSG, and supersedes all prior negotiations, representations or agreements, either written or
oral. This Agreement may be amended only by written instrument executed by the City and GSG. The
parties hereto agree that this Agreement shall be construed and enforced according to the laws,
statutes and case law of the State of Florida.
12. Successors and Assigns. This Agreement shall be binding upon the parties hereto and their
respective heirs, executors, legal representatives, successors and assigns.
13. Insurance. GSG maintain during the terms of this Agreement professional liability insurance in a
minimum amount of $500,000 covering all liability arising out of the terms of this Agreement.
Government Services Group, Inc. 1 3
14. Nondiscrimination in Employment. GSG shall not discriminate against any employee or applicant for
employment because of race, color, religion, sex, age, national origin, handicap or marital status.
GSG shall take affirmative action to ensure that applicants are employed, without regard to their
race, color, religion, sex, age, national origin, handicap or marital status. Such action shall include,
but not be limited to the following: employment, upgrading, demotion, or transfer, recruitment or
recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and
selection for training, including apprenticeship. GSG agrees to post in conspicuous places, available
to employees and applicants for employment, notices to be provided by its personnel officer setting
forth the provisions of this equal opportunity clause.
15. Independent Contractor. GSG and its employees and agents, and any sub -consultants and their
employees and agents, shall be deemed to be independent contractors and not agents or employees
of the City; and shall not attain any rights or benefits generally afforded classified or unclassified
employees; further they shall not be deemed to be entitled to Florida Workers' Compensation
benefits as employees of the City.
16. Non-Delegability. It is understood and agreed that the obligations undertaken by GSG pursuant to
this Agreement shall not be delegated or assigned to any other person or firm without the City's prior
written consent, which may be withheld at the City's sole discretion.
17. Best Efforts. GSG covenants and agrees to use their best efforts to assist in accomplishing the City's
objectives. The use of special assessments is often politically contentious and can be subject to
challenge. Because the state of the law is always subject to change, GSG cannot provide any
indemnification or guarantee relative to any challenge to the validity of the hurricane debris removal
assessment. GSG's obligation is to share their experience and provide their best efforts providing a
reasonable analysis and approach to the development of a non -ad valorem assessment program.
Errors or omissions in the development of any assessment roll will be addressed, with the permission
of the City, by developing remedies and procedures for the City within any implementation
documents that are developed for or adopted by the City. Reassessment or the development and
reassessment of any remedy or cure resulting from an administrative error or omission by GSG, and
the direct costs related thereto, shall be provided by GSG at no additional charge to the City.
18. Notices. All notices or other communications which shall or may be given pursuant to this Agreement
shall be in writing and shall be delivered by personal service, or by registered mail, addressed to the
other party at the address indicated herein or as the same may be changed from time to time. Such
notice shall be deemed given on the day on which personally served, or, if by mail, on the fifth day
after being posted (return receipt requested), or the date of actual receipt, whichever is earlier.
CITY OF OCOEE:
Robert D. Frank
City Manager
City of Ocoee
150 North Lakeshore Drive
Ocoee, Florida 34761
(407) 905-3100
(407) 656-6885/fax
GOVERNMENT SERVICES GROUP, INC.:
Camille P. Tharpe
Senior Vice President
Government Services Group, Inc.
1500 Mahan Drive, Suite 250
Tallahassee, Florida 32308
(850) 681-3717
(850) 224-7206/fax
19. Amendments. No amendments to this Agreement shall be binding on either party unless in writing
and signed by both parties.
Government Services Group, Inc. 1 4
20. Miscellaneous Provisions.
A. Title and paragraph headings are for convenient reference and are not a part of this Agreement.
B. In the event of conflict between the terms of this Agreement and any terms or conditions contained in
any other documents, the terms in this Agreement shall rule.
C. No waiver or breach of any provision of this Agreement shall constitute a waiver of any subsequent
breach of the same or any other provision hereof, and no waiver shall be effective unless made in
writing.
D. Should any provision, paragraph, sentence, word or phrase contained in this Agreement be
determined by a court of competent jurisdiction to be invalid, illegal or otherwise unenforceable under
the laws of the State of Florida or the City of Ocoee, such provision, paragraph, sentence, word or
phrase shall be deemed modified to the extent necessary in order to conform with such laws, or if not
modifiable to conform with such laws, then same shall be deemed severable, and in either event, the
remaining terms and provisions of this Agreement shall remain unmodified and in full force and
effect.
IN WITNESS WHEREOF, the parties hereto have, through their proper and duly authorized officials, executed
this Agreement.
ATTEST:
CITY CLERK
APPROVED AS TO FORM:
CITY ATTORNEY
GOVERNMENT SERVICES GROUP, INC.
A.11& &044,-
"6MILLE
DATE
CITY OF OCOEE
L2
DATE
DATE
S . Scott Vandergrif t DATE
Mayor
Government Services Group, Inc. 1 5
Appendix A
SCOPE OF SERVICES
Scope of Services
PHASE ONE
Task 1: Evaluate Reports and Research Issues Evaluate the City's existing documents, ad valorem tax
roll information, fire call data, agreements, reports and other data pertaining to the provision of
fire rescue services.
Task 2: Identify Full Costs of Service Evaluate the full cost of the fire service delivery using the City's
most current financial information and identify service delivery issues, which may affect the
apportionment methodology. Determine the net service delivery revenue requirements.
Task 3: Develop the Apportionment Methodology Using the current ad valorem tax roll and fire incident
data reported to the State Fire Marshal, develop the method of apportionment, classification of
properties and the use of the data on the assessment roll. Review the assessment methodology
for legal sufficiency and compatibility with alternative methods of collection.
Task 4: Determine Preliminary Revenue Requirements Advise the City in determining the total fire
service assessment revenue requirements to ensure the City recovers the costs of: (a) net fire
service delivery revenue requirements, (b) implementing the program, and (c) collecting the
assessments.
Task 5: Develop Preliminary Assessment Roll Database Using the current ad valorem tax roll, create a
preliminary assessment roll database. Test the sufficiency of the database by developing
reports to access property information.
Task 6: Apply Apportionment Methodology to Database Apply the apportionment methodology to the
preliminary assessment roll database to test the data validity and legal sufficiency. Revise the
apportionment methodology as necessary.
Task 7: Calculate a Preliminary Proforma Schedule of Rates Using the developed assessment roll,
calculate a proforma schedule of rates based on the developed apportionment methodology
and revenue requirements for the assessment program.
Task 8: Prepare and Present Assessment Memorandum Prepare and present an Assessment Report,
which documents proposed apportionment methodologies and proforma assessment rates.
COMPETITIVE BID STATEMENT
Please note that the Scope of Services provided and outlined above has been previously competitively bid
and awarded to GSG (Alachua County, Florida Request for Proposals #06-311). Accordingly, copies of the
RFP materials associated with the bidding and awarding for the services included within the Scope of
Services provided and outlined above have been provided to the City for review and consideration.
Government Services Group, Inc. I A-1
FEE AND COSTS
For the professional services and specialized assistance described in the provided and proposed Scope of
Services for Phase One, GSG will work under a "lump sum" fee arrangement of $50,000. Please note that
the above listed "lump sum" fee for GSG will be discounted by 5% of the professional fee portion ($2,250) if
your organization is a member of FFCA.
The lump sum fee for professional services includes a total of three on -site visits to the City by GSG staff.
While the purpose of these trips is negotiable, the intent of these meetings is to (1) obtain initial information;
(2) participate in individual briefing sessions with elected officials; and (3) present the assessment
memorandum at a City Commission Workshop. Meetings in excess of these three on -site visits may be
arranged at our standard hourly rates. Expenses related to additional meetings will be billed in accordance
with Section 112.061, Florida Statute. If necessary, in lieu of on -site visits, periodic telephone conference
calls may be scheduled to discuss project status.
Please note that GSG works with the premise of developing and implementing assessment programs with an
eye on potential legal challenges in an attempt to maximize both the efficiency and the effectiveness of any
defense. Nonetheless, the fees outlined above for professional services do not include any provision for
litigation defense. Accordingly, in the event there is a legal challenge, GSG would be available, on an hourly
basis, to assist the City in its defense.
Accordingly, GSG has only provided a Scope of Services for Phase One at this time. It is at the end of Phase
One that the City will be able to make an informed decision regarding whether to revise and/or proceed with
implementing the assessment program. Phase Two would include the specific work effort required for the
implementation of the program based on the City's policy direction as determined from the findings provided
in Phase One and the City's eventual determination as to a preferred method of collection (uniform method,
utility bill, separate bill, etc.).
ADDITIONAL SERVICES
Please note that the Scope of Services and Fees and Costs provided and outlined above for Phase One do
not include any provision for legal services regarding legal oversight and review. However, these services
could be provided by the Tallahassee -based law firm of Nabors, Giblin & Nickerson, P.A. (NG&N).
NG&N would be responsible for overseeing the legal component of this engagement and would be
responsible for: 1) reviewing the legal components to ensure a valid assessment program in accordance with
statutory requirements and legal precedents; 2) outlining the various alternatives required for the
formulation of a legally sufficient methodological structure; and 3) providing insight as to the implementation
requirements of the assessment program in a proper structure and defense. This would include the
identification of any necessary ordinances or resolutions that may be required to implement such a program.
Government Services Group, Inc. I A-2
PAYMENT SCHEDULE
The lump sum fee for professional services and specialized assistance will be due and payable in
installments on the following basis. Payment will be based on the following schedule, assuming that notice to
proceed is received by June 5, 2007. If notice to proceed occurs after this date, payment will be adjusted on
the basis of a condensing of the anticipated number of months remaining to complete the project.
Schedule Payment
June 2007 25% of lump sum fee
July 2007 25% of lump sum fee
August 2007 25% of lump sum fee
September 2007 25% of lump sum fee
DELIVERABLE SCHEDULE
Deliverable
Notice to Proceed
Kick-off Meeting/Data Collection
Proforma Budget Development
Proforma Assessment Rates
Assessment Memorandum
Schedule
By June 5, 2007
June 2007
July 2007
July - August 2007
August - September 2007
Government Services Group, Inc. I A-3
Fee Matrix
Ocoee Fire Services Assessment Program (Phase One)
Tasks
Total
Hours
Total
Fees
Task 1- Evaluate data/reports; research Issues
GSG
Task Total
30
30
$4,400
$4,400
Task 2 - Identify full cost of service; functionalize costs
GSG
Task Total
48
48
$7,200
$7,200
Task 3 - Develop apportionment method/data approach
GSG
Task Total
40
40
$6,000
$6,000
Task 4 - Determine preliminary revenue requirements
GSG
Task Total
40
40
$(5,000
$6,000
Task 5 - Develop preliminary assessment roll database
GSG
Task Total
56
56
$8,400
$8,400
Task 6 - Apply apportionment methodology to database
GSG
Task Total
40
40
$6,000
$6,000
Task 7 - Calculate preliminary proforma assessment rates
GSG
Task Total
48
48
$7,200
$7,200
Task 8 - Prepare & present preliminary recommendations
GSG
Task Total
32
32
$4,800
$4,800
Total (Phase One)
$50,000
Government services Group, Inc. I A-4
public sector
solutions
GOVERNMENT SERMCES GROUP, NC,
April 6, 2007
Via Electronic Transmission
Robert Frank, City Manager
City of Ocoee
150 N. Lakeshore Drive
Ocoee, Florida 34761
Re: Notice of Intent Documents Required by Section 197.3632, Florida Statutes
Dear Mr. Frank:
In anticipation that City of Ocoee (the "City") may consider the development of an assessment program to
fund fire rescue services within the incorporated areas of the City next year, we have prepared the following
enclosed documents related to the use of the tax bill collection method.
1. A form of Notice of Intent for the potential non -ad valorem assessment program which should be
published in a newspaper of general circulation in order to use the uniform method of collection; and
2. A form of Resolution concerning the potential use of the uniform method to collect non -ad valorem
assessments.
Section 197.3632, Florida Statutes, requires that the City hold a public hearing and adopt a resolution of
intent to use the uniform method of collection for any assessment program in the calendar year prior to any
such collection. The resolution, which does not obligate the City to use the method or impose a special
assessment, must be adopted by January 1 and sent to the Orange County Tax Collector, the Orange County
Property Appraiser and the Florida Department of Revenue by January 10. If the County Property Appraiser
and the County Tax Collector agree, adoption of the resolution can occur as late as March 1st. However, we
strongly recommend that the City adopt the resolution prior to January 1st, as the consent of the County
Property Appraiser and the County Tax Collector is not required when the adoption occurs prior to January 1.
Section 197.3632 also requires notice of the public hearing to adopt the resolution of intent for the four
consecutive weeks immediately before the date of the hearing. Please note that we have assumed a public
hearing date for the resolution of intent adoption at 7:15 p.m. on December 4, 2007. Should the City decide
to change the date of the public hearing, the publication dates for the notice should also be changed to
conform with the aforementioned requirement.
Robert Frank, City Manager
April 6, 2007
Page 2
We have prepared a notice and form of resolution for the City which specifically references the potential
special assessment program and reserves to the City the ability to impose assessments in the incorporated
area. This package only assists the City in meeting statutory notice requirements necessary to preserve this
collection approach. To reiterate, this resolution is non -binding and the City may reduce the areas covered by
any future assessments or decide not to go forward with the assessment program at a later date. By
adopting the attached resolution, the City is simply reserving the right to use the tax bill collection method
beginning in November of 2008.
If you have any questions regarding these documents, please contact me.
Sincerely,
Qyyt� GTDqy�'
Camille P. Tharpe
Senior Vice President
Enc.
RESOLUTION NO.
A RESOLUTION OF CITY OF OCOEE, FLORIDA ELECTING TO USE THE
UNIFORM METHOD OF COLLECTING NON -AD VALOREM SPECIAL
ASSESSMENTS LEVIED WITHIN THE INCORPORATED AREA OF THE CITY OF
OCOEE; STATING A NEED FOR SUCH LEVY; PROVIDING FOR THE MAILING
OF THIS RESOLUTION; AND PROVIDING FOR AN EFFECTIVE DATE.
WHEREAS, City of Ocoee, Florida (the "City") is contemplating the imposition of special assessments
for the provision of fire rescue services; and
WHEREAS, the City intends to use the uniform method for collecting non -ad valorem special
assessments for the cost of providing fire rescue services to property within the incorporated area of the City
as authorized by section 197.3632, Florida Statutes, as amended, because this method will allow such
special assessments to be collected annually commencing in November 2008, in the same manner as
provided for ad valorem taxes; and
WHEREAS, the City held a duly advertised public hearing prior to the adoption of this Resolution,
proof of publication of such hearing being attached hereto as Exhibit A.
NOW, THEREFORE BE IT RESOLVED:
1. Commencing with the Fiscal Year beginning on October 1, 2008, and with the tax statement
mailed for such Fiscal Year, the City intends to use the uniform method of collecting non -ad valorem
assessments authorized in section 197.3632, Florida Statutes, as amended, for collecting non -ad valorem
assessments for the cost of providing fire rescue services. Such non -ad valorem assessments shall be levied
within the incorporated area of the City. A legal description of such area subject to the assessment is
attached hereto as Exhibit B and incorporated by reference.
2. The City hereby determines that the levy of the assessments is needed to fund the cost of
fire rescue services within the incorporated area of the City.
3. Upon adoption, the City Clerk is hereby directed to send a copy of this Resolution by United
States rnail to the Florida Department of Revenue, the Orange County Tax Collector, and the Orange County
Property Appraiser by January 10, 2008.
4. This Resolution shall be effective upon adoption.
DULY ADOPTED this day of 12007.
CITY OF OCOEE, FLORIDA
Commission Chair
(SEAL)
Attest:
Clerk
EXHIBIT A
PROOF OF PUBLICATION
[PLEASE INSERT PROOF OF PUBLICATION]
EXHIBIT B
[INSERT YOUR LEGAL DESCRIPTION]
NOTICE OF INTENT TO USE UNIFORM METHOD OF COLLECTING NON -AD VALOREM ASSESSMENTS
City of Ocoee, Florida (the "City") hereby provides notice, pursuant to section 197.3632(3)(a), Florida
Statutes, of its intent to use the uniform method of collecting non -ad valorem special assessments to be
levied within the incorporated area of the City, for the cost of providing fire rescue services commencing for
the Fiscal Year beginning on October 1, 2008. The City will consider the adoption of a resolution electing to
use the uniform method of collecting such assessments authorized by section 197.3632, Florida Statutes,
at a public hearing to be held at 7:15 p.m. on December 4, 2007 at the Commission Chambers, 150 N.
Lakeshore Drive, Ocoee, Florida 34761. Such resolution will state the need for the levy and will contain a
legal description of the boundaries of the real property subject to the levy. Copies of the proposed form of
resolution, which contains the legal description of the real property subject to the levy, are on file at the
Office of the City Clerk, 150 N. Lakeshore Drive, Ocoee, Florida. All interested persons are invited to attend.
In the event any person decides to appeal any decision by the City with respect to any matter relating
to the consideration of the resolution at the above -referenced public hearing, a record of the proceeding may
be needed and in such an event, such person may need to ensure that a verbatim record of the public
hearing is made, which record includes the testimony and evidence on which the appeal is to be based. In
accordance with the Americans with Disabilities Act, persons needing a special accommodation or an
interpreter to participate in this proceeding should contact the City Clerk's Office at (407) 905-3105, 2 days
prior to the date of the hearing.
DATED this day of 2007.
By Order of:
CITY OF OCOEE, FLORIDA
Publish in a newspaper of general circulation during the weeks of:
November 6-12, 2007
November 13-19, 2007
November 20-26, 2007
November 27-December 3, 2007
Alachua County', Florida
Fire Assessment Develapmen#Services, RFP #06-311
AUGUST 9, 2006
Presented by:
Government Services Group, Inc.
1500 Mahan Drive, Suite 250
Tallahassee, FL 32308
(850) 681-3717
(850) 224-7206 (fax)
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Appendices
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Appendix A —References
Appendix B—Professional Registration Certificate
Appendix C—Equal Opportunities Policies and Practices
Appendix D—Certified Small or Minority Business Enterprise
I Appendix E—State Minority Certification
Appendix F—Volume of Previous Work Summary
Appendix G=Drug Free Workplace Form
Appendix H—Fee Proposal Form/Signature and Acknowledgement of Addendum Form
Appendix I—Subconsultants Form
Appendix J—Certificate of Insurance
Appendix K—Public Entity Crimes Statement
Government Service Group, Inc. I ii
As an example of our capabilities, enclosed with this Letter of Interest are several examples of the tools
that we have made. available to other clients. These tools have been developed to assist the decision -
makers with the ability of determining the impact. of the various methodology, rate and policy decisions
on`individual property owners. Attachment A to this. Letter of Interest shows the specific impact on
various property owners under Scenario #11 in Marion County and compares the impact to previous
assessments. Attachment B to this Letter of Interest shows the specific impact on RV park owners only.
Attachment C to this Letter of Interest shows the specific impact on agricultural .property owners. These
reports and other ad hoc reports were made available for the previous ten scenarios as requested by
Marion County. These same tools would be made available to Alachua. County, if GSG is engaged for this
project:
The objective of this. project is, to develop. and implement the County's non -ad valorem special
assessment program based on public policy established by the County within the constraints of readily
available data and in accordance with legal precedent To assist us in this endeavor, GSG proposes to
use the services'of the Tallahassee -based law, firm of Nabors; Gibfin & Nickerson; P.A. (NG&N). NG&N
will be responsible for oyerseei;ng the` legaf•component of this engagement and will be responsible for: 1)
reviewing the legal requirements of` any valid assessment program within the State of Florida; 2)
outlining the various alternatives required for the formulation of the methodological structure of. the
assessment program; and 3) providing insight as to the implementation requirements of the assessment
program in proper structure and defense. This will in identification of any necessary ordinancesor
resolutions; that may be required to implement such a program in the unincorporated area or within any
of the municipalities with their consent.
GSG is veryexcited about the opportunity to work with Alachua County on this very important
assessment project. To further discuss this response, or any other related question or matters, please
feel free to contact me at (850) 681-3717.
Sincerely,
Camille P. Tharpe
Senior Vice President
Attachments
cc: NG&N
Marion County Total Assessment Examples Scenario 11 (descending order by Difference from Previous Methodology)
Total Change
Use
05-06
05-06
Total 05-06
Scenario 11
Scenario 11
Seenarlo 11
(Scenario 11
Parcel ID Owner Name
Property Description
Description
Assessment
Mlilage
Amount
Assessment
Mlllage
Total Amount
Minus 05-06)
31872-001-00 ROLLING GREENS MHP LP
5907 CHERRY RD
PRKNG LOT/RV/MH PARK
$139.836.15
$7.141.10
$146,977.25
$182,832.64
$12,155.06
$194;9$7:70
$48,010.45 .
35369-027-03 CENTURY-FAIRFIELD VILLAGE LTD
5986 SW 59TH ST
PRKNG LOT/RV/MH PARK ''
$30.142.12
$1,292.75
$31,434.87
$49,729.25
$2;200.43
$51,929.68
$20,494t80
21511-000-00 DAVIS REES FJR TR
4500 NW BLITCHTON RD
PRKNG LOT/RV/MH PARK
$41,056.57
$1.992.21
$43,048.78
$55,743.54,
$31391.00
$60,361i42
$17,312:64
35369-027-00 SUN SADDLE OAK LLC
5656 SW 56TH ST
PRKNG LOT/RV/MH PARK
$49.872.33
$2.526.80
$52,399.13
$63,667 14
$4,300.m
$68.019.20 .
$15,620.06 "
35770-051-01 MHC OAK BEND LLC
10620 SW 27TH AVE
PRKNG LOT/RV/MH PARK
$34.240,69
$1.619.94
$35.860.63
$44,391.00
$21757.34
$47,148.34
$11,287.71 -
15897-000-00 NEPPLTAETAL
5431NE35THST
PRKNG LOT/RV/MHPARK
$31.239.90
$625.37
$31865.27
$41.213.21 ;:
..$1,064.46
$42379:91
$10,514.64
39385-020-00 SMITH LAKE SHORES VILLAGE
9701 E HWY 25
PRKNG LOT/RV/MH PARK
- $24.672.39
$604.52
$25,276A1
$31;489.36
$1;028.98
$34;665.37
$9,388:46
21510-001-00 'UPCHURCH MARINAS INC
3151 NW 44TH AVE
PRKNG LOT/RV/MH PARK
$19,801.66'-
$649z44
$20,451.10
$25.833:86
$1,105.43
$29,009:14
$8,558.04
11679-005-00 SALT SPRINGS VILLAGE LLC
25221 NE 138TH ST
PRKNG LOT/RVjMH PARK
$17,397.68
$691.10
$18,088.78
$22,622.95
$1;176.34
$25,588.49
0.499.71
35610-004-00 SHADY ROAD & PADDOCK PARK
8880 SW 27TH AVE
PRKNG LOT/RV/MH PARK
$19.424,83
$955.94
$20.380.77
$24.763.38
$1,627.14
$27,438.48
$7.057.71
23300-000-00 LAKEWORTH MHP LTD
7865 W HWY 40
_PRKNG LOT/RV/MH PARK
$16.810.93
$791.64
$17,602.57
$21;506.53
$1,347.41
$24,362,04
$09.47
37036-003-00 SILVER OAKS INC
4900 SE 102ND PL
PRKNG LOT/RV/MH PARK
$17,391.04
$506.50
$17,897.54
$23119.91
$862.12
$24,633.15
$6,135.62
36564 002-00 PLANTATION LANDINGS MH
7533 S US HWY 441
PRKNG LOT/RV/MH PARK
$17.469.02
$324.40 <
$17.793.42
$23,091.38 `:
$552.18
$23,643.55
$5,850.13
22893-000-00 JOHNSON CLARE D
600 SW 38TH AVE
PRKNGLOT/RV/MH PARK
$9.411.51
$386.38
$9,707.89 ,
$12;460.13
$657.67
$15,060.37
$5,262:47 .
23799-000-05 FLECHBILT INC
2450 SW 38TH AVE
PRKNG LOT/RV/MH PARK
$13,003.40
$406.65
$13,410.05
$16i918;13
$692.16
$18,479:33
$51069:29
31815-000-00 - SHARPIES FERRY MANUFACTURED
9901 SE HWY 314
PRKNG LOT/RV/MH PARK
$11,735.49
$387.48
$12,122:97
$15.406.71
$659.55
$16,960,85
$4,837.88
14168-002-00 FORREST ISAAC & RICHARD EMGE
9588 NE JACKSONVILLE RD'
PRKNG LOT/RV/MH PARK
$4,869.51
$392.44
$5.261.95
$5;952.33
$667.98.
$9,891:98
$4,630".04
3285-000 001 , BURNABY WELCH CORP
18901 E HWY40
PRKNG LOT/RV/MH PARK
$9,155.49
$388.23
$9,543.72
$11,703.72
$660.81
$131821.45
$4,277.73
31829-008-00 COOK DAVID L & HOLLY A &
6657 NE 5TH LN
PRKNG LOT/RV/MH PARK
$5,342.29
$305.76
$5,648:05
$7,011.19
$520A4
$9,857.59
$4;209.55
36470-000-00 GOSS JAMES C & PAUL SCHUETZ T
3101 SE 73RD ST
PRKNG LOT/RV/MH PARK
$11,278.57
$322:15
$11,600.72 `
$14,749:86
$548.34
$15,w168
36824-000-00 WILLOW REED INC
9600 SE 36TH AVE
PRKNG LOT/RV/MH PARK
$5,951.56
$251.45
$6,203.01"
$7,826.81
$428.00
$10,095.12
$3,901:96
35699-018-00 SHADY ROAD & PADDOCK PARK
9100 SW 27TH AVE
PRKNG LOT/RV/MH PARK
$11,592.17
$381,79
$11,973.96
$13,659.18
$649.86
$15,765.95
$3,892.12
"
31948-000-00 MIREN INTERNATIONAL LODGING
2450 NE 146TH TER
PRKNG LOT/RV/MH PARK
$7,110 80
$323:23
$7,434.03
$9;196:34
$550.18
$11106.96
$3,791:99
13328-000-00 BUCKLEY JAMES M
1860 W HWY 326
PRKNG LOT/RV/MH PARK
$3,322.57
$275.56
$3,598.13
$5.280.80
$469.04
$7,181.20
$3,672.73
37036-005-00 COMPTON H G & PATSY L
5086 SE 102ND PL
PRKNG LOT/RV/MH PARK
$8,535.18
$206.56
$8,741.74
$11;293,50
$351.58
$12,207.40
$3;583.07 .
3726-033-000 FLORIDA VILLAGE LTD LIABILITY
2805 SE 110TH ST
PRKNG LOT/RV/MH PARK
$8,633.65
$334:99
$8,968.64"-
$11;184.58
$570.19
$3,465.67
14597 000-00 GOSS JAMES C & RAE TRUST
711 NE 77TH ST
PRKNG LOT/RV/MH PARK
$7,052.46
$165.76
$7,218.22
$8,969.71
2
$12,342.66
$3,374.02
22831.00000 FRR II INC
PRKNG LOT/RV/MH PARK
$5,701.18
$230.86
$5,932.04
$7;641.81
8
$10,580.98
$3,362.76A
24196 007-00 PIONEER LAND &CATTLE CORP
2828 NE 49THAVE
PRKNG LOT/RV/MH PARK
$9,117.98
$280.09
$9,398.07
$392.95
$9,057.16
$3,125.12
45357-000 00 : KOSTA THOMAS J & TERESA
6787 SE 125TH ST
PRKNGLOT/RV/MH PARK
$6,452.32
$177,93
$11;910.48
$476.75
$12;387:23
$2,989.16
3726-011-001 CONDEROSA INC
10195 SE 36TH AVE
PRKNG LOT/RV/MH PARK'
$1,513.42
$61630:25
$8;473.32
$802.87
$9,287.39
$2,657:13
49318-000-00 REED MEALY W & VELMA P
12701 SE SUNSET HARBOR R
PRKNG LOT/RV/MH PARK
$7.153.38
$64.94
$1,57836
$3;984.48
$110,5411
$4,095.02
$2,516.66
13208 002-00 LEDESIA PROPERTIES LP
6800 NW GAINESVILLE RD
PRKNG LOT/RV/MH PARK
$6,782.52
$202.83
$7,353.21
$9;271.98:
$340.13
$9,739.91
$2,386,76
03025-000 00 PINE GROVE ENTERPRISES INC
18681 N US HWY 441
PRKNG LOT/RV/MH PARK
$4,654.29
$2D2.88
$6,985:40
$8;971.79
$345.33
$9,317.12
$2,331,72
36501-000-60 WESLEY MOBILE HOME PARK INC
6912 SE HWY 441
PRKNG LOT/RV/MH PARK
$4,118.96
$219.24
$348:35
$4,873.53
$6;153:64
$373.17
$7,191.38
$2,317.85
12284-000.00 STRUZZIERI THOMAS G TR
10840 N US HWY 27
PRKNG LOT/RV/MH PARK
$5,943.96
$224.05
$4,467.31,
$6,168.01
- $5;569:50
$592.93
$6,775.87
i,$2,308:56
22866 000.01. ISLAND PROPERTIES
300 SW 40TH AVE
PRKNG LOT/RV/MH PARK
$3,641.64
$158.78
$3,800,42
$7,641.22'
$4,819.97
$381.37
$270.26
$8.380:43
$2,212.41
14749 001-00 CLIFTWOOD CORP _
7101 NE ANTHONY RD
PRKNG LOT/RV/MH PARK
$8;392.50
$282.17 -
$8,874.67-
$9,603.53
$480.28
$5,831.47
$2,031,05
3794-005 001 BENEFIELD JEFFERY & CASSANDR
6407 SE 108TH ST
PRKNG LOT/RV/MH PARK
$4;643.16
$142.40
$4.785.56`
$6,477.71
$242.58
_ $10,67169
-� $1,997.03
14748-002-01 GOSS JAMES C & PARKS TRUST
7651 NE WEST ANTHONY RD
PRKNG LOT/RV/MH PARK
$1,742.48
$63 96`
$1,806.44
$2,230,21
$108.86
$6,745.66
$1,960:10
15380-000-00 MAGNOLIA GARDEN ESTATES INC
1311 NW 35TH ST
PRKNG LOT/RV/MH PARK
$3,917,06
$160.00
$4,077.06
$5,083.05
$272.34
$3,668.19
15
$1;861.75
48401-000-00 ROTH LEONARD
16901 S US HWY 301
PRKNG LOT/RV/MH PARK
$5,191.72
$125".56
$5,317.28
$6,710.66
$21172
917.71
$7,103.30
$1,840.65' : ".
a _._ - .u..x::.i�a: ti:aid..:_..+.-wiuu-..:.:::::�::...1-..l'•.wu.1--. •.
hursday, M-v18,
Thursday,2006
w.:L �:.�i.w ..:.41_.�.-,-.,w4:J.-:i..LZ'.,i:i-"iitil.-..L,...�. . �_t:a.:.+�r.v..--s..�':1}:,
Page.1 of 4
Marion County Total Assessment Examples Scenario 11(descending order by Difference from Previous Methodology)
Total Change
Use
05-06
05-06
Total 05-06
Scenario 11
Scenario 11
Scenario ll
(Scenario ll .`
Parcel ID : ' Owner Name
Property Description
Description
Assessment
': Millage
Amount
Assessment
Millage
Total Amount
Minus 05-00
31872-001-00 ROLLING GREENS MHP LP
5907 CHERRY RD
PRKNG LOT/RV/MH PARK
-' $139.836.15
$7,141.10
$146,977.25
$182,832.64
$12.155.06
$194,987.70
$48,010.45 : .
37513-001-00 NET 2 OCALA LLC
8305 SE 58TH AVE "
WAREHOUSE/DISTRIBUTI
$17.750.69
$4.548.40
$22,299.09
$51;907:32
$7,741.95
$59,649,27
$37,350:18
35369-027-03 CENTURY-FAIRFIELD VILLAGE LTD
5986 SW 59TH ST
PRKNG LOT/RV/MH PARK
$30.142.12
$1,292.75
$31,434.87
$49,729.25
$2,200.43
$51,929.68
$20,494.80
21511-000-00 DAVIS REES FJR TR
4500 NW BLITCHTON RD
PRKNG LOT/RV/MH PARK
$41,056.57
$1,992.21
$43,048.78
$55.743.54
$3,391.00 ."
$60,361.42
$17,312.64
13846-000-00 SILVER SPRINGS BOTTLED WATER
2445 NW 42ND ST
CANNERY/BOTTLER
$5.165.10
$1.329.16
$6.494.26
$21,060.88
$2,262.39 -
$23,323.27
$16,829.01 "
35369-027-00 SUN SADDLE OAK LLC
5656 SW 56TH ST
PRKNG LOT/RV/MHPARK
$49,872.33
$2,526.80 "
$52.399.13"
$63.667.14
$4:300.94
$68.010.20
$15,620.06
6200-004-000, WAL-MART STORES EASTINC 012
17961SHWY 441
DEPARTMENT STORE
$8.497.64
$3.609.65
$12,107.29
$20.904.13
$6;144(08
$27,048.26
$14,940.92
9014-0047-04 MARTIN MARIETTA CORP
498 OAK RD
LIGHT MANUFACTURING
$9,787.83
$2.275.00
$12.062.83
$22,459.71
$3,872.34 "
$26.332;05
$14,269.22
31239-005-00 PAGLIA & ASSOCIATES
5111 S PINE AVE
HEAVY MANUFACTURING
$6,00182
$1,210.69
$7,213.51
$18,747.99
$2,060.75
$20,809.74
$13,595:23
2417-001-001 SILVER OAKS VILLAGE LTD
3480 NE 48TH TER
MULTI -FAMILY 09 OR LES
$31.365.09
$818.98
$32.184.07
$44,142.42
$1,394 01
$45,536:44
$13,352.36 "
35770-051-01 MHC OAK BEND LLC
10620 SW 27TH AVE
PRKNG LOT/RV/MH PARK
$34,240.69
$1.619.94
$351860:63
$44,391.00
$2;757.34
$47,14834
$11,287.71
15897-000-00 NEPPL T A ET AL
5431 NE 35TH ST
PRKNG LOT/RV/MH PARK
$31,239:90
$625.37
$31.865.27
$41;213.21
$1.064.46
$42379.91
$10.514.614
39385-020-00 SMITH LAKE SHORES VILLAGE
9701E HWY 25
PRKNG LOT/RV/MH PARK
$24672.39
$604.52
$25,216.91'
$31,489.36
$1,028:98
$34,66537
$9,388;46 "
21510-001-00 UPCHURCH`MARINAS INC
3151 NW 44TH AVE
PRKNG LOT/RV/MH PARK
$19,901.66
$649.44 -
$20,451.10
$25,833.36
$1;105:43
$29.009.14
$8,558.04
11679-005-00 , SALT SPRINGS VILLAGE LLC
25221 NE 138TH ST
PRKNGLOT/RV/MHPARK
$17.397.68
$691.10
$18,088.78
$22,622.95
$1,176134
$25,589.49
$7,499`.71
35610-004-00 SHADY ROAD & PADDOCK PARK
8880 SW 27TH AVE
PRKNG LOT/RV/MH PARK-
$19.424.83
$956.94"
$20.390.77
$24p763.38
$1,627.14
$27,438:48
$7,057.71
23300-000 00; LAKEWORTH MHP LTD
7865 W HWY 40
PRKNG LOT/RV/MH PARK'
$16,810.93
$791.64
$17,602.57
$21,506.53
$1,347.47
$24,362,04
i 9029-0721-01 LIBERTY HOMES INC
495 OAK RD
LIGHT MANUFACTURING
$6.084.58
$1,016.53
$7,101.11
$11,994.03
$1.730.26
$13,724.29.
$6,623.19
37036-003-00 SILVER OAKS INC
'PLANTATION
4900 SE 102ND PL
PRKNG LOT/RV/MH PARK
$17,391.04
$506.50
$17,897.54
$23.119.91
$862 12
$24.0331.15
.
$6;135.62
36564-002-00 LANDINGS MH
7533 S US HWY 441
PRKNG LOT/RV/MH PARK
$17,469.02
$324AO
$17,793.42
$231091.38
$552.18
$23,643.55
9014-0044 02 MARTIN MARIETTA CORP
498 OAK RD
LIGHT MANUFACTURING
$11,061.03
$1.835.83
$12,896.86
$15,595.35
$.3,124.81
$18,720:16
$5,850i13
22893-000-00 JOHNSON CLARE D`
600 SW 38TH AVE
PRKNG LOT/RV/MH PARK
$9,411.51
$386.38
$9,797.89
$12,460.13
$657.67
$15,060:37
$5.823.31
23799-000-05 FLECHBILT INC
2450 SW 38TH AVE
PRKNG LOT/RV/MHPARK
$13.003.40
$406:65
$13,410`.05
$16,918.13
$692:16
$18,479.33
$5,262.47 "
24196-010-00 ,WILDER CORPORATION
2950 NE 52ND CT
CAMPS/CAMPGROUNDS
$10,485.00
$988.51
$11,473.51 "
$54,695.50 "
$1,682.57
"
$5,069.29
31815-000-00 SHARPIES FERRY MANUFACTURED.
99015E HWY 314
PRKNG LOT/RV/MH PARK
$11,735.49
$387:48
$12,122.97-
$15;406.71
$16,378:06
$4,904:55
35300-027 03 THE STORAGE DEPOT OF OCALA IN
VACANT RESIDENTIAL
$11.14
$23.31
$659.55
$16,9§0.85
$4,837,88
14503-001-00 GMN-LANDFAIR LTD
7745 NE 22ND TER
MULTI -FAMILY 10 OR MOR
$13,137,78
$1,068.36
$34.45
$14,206:14
$4`811:05
$39.68
$4,850.73 "
$4,816;28
14168-002-00 FORREST ISAAC & RICHARD EMGE
9588 NE JACKSONVILLE RD
PRKNG LOT/RV/MH PARK
$4;869:51
$392.44
$171145.71-
$1,818:49
$18,964:20
$4,758.06
21068-000-01 AUSTIN INTERNATIONAL REALTY
1350 NW BOTH AVE
LIGHT MANUFACTURING
$5,243.27
$807.36
$5,261.95
$5,952.33
$667,98
$9 891 98
$4,630.04
01496-000-00 ;BELL MOUNTAIN INC
14310 W HWY 318
GRAZING CLASS 3
$2,066.27
$6,050.63
$9 148.43
$1,374.23
$10,522:67
$4,472.03
41200-075 04 "NORTH FLORIDA PROPERTIES LLC
VACANT COMMERCIAL
$11.14
$478.37
$2,544.64
$6;163.50
$814:25
$6.917.74
$4,433.10
3285-000-001 BURNABY WELCH CORP
18901 E HWY 40
PRKNG LOT/RV/MH PARK
$9,155.49
$9.68
$388.23
$20.82
$4,374.05
$16.47
$4;390.52
$4,369.70
31829-008-00 COOK DAVID L & HOLLY A & :
6657 NE 5TH LN
PRKNG LOT/RV/MH PARK
$5,342,29
$9,543.72
$11,703:72
$660.81"
$13,821`45
$4,277.73
35014-000 00' INLAND SE STEEPLECHASE LLC
8585 SW HWY 200
REGIONAL SHOPPING CEN
$8,497.64
$305:76
$5,648,05
$7,011.19
$520c44
$9 851. 7..4
$4,209'55
6700-200-002 MORSE-SEMBLER VILLAGES
8780 SE 165TH MULBERRY LN REGIONAL SHOPPING CEN
$8.452.27
$3,067.21
$2.772.35
$11,564,85
$10,545.79
$5,226.79
$15,766:58
$4
24196-004-00 K STERLING CORPORATION
2720 NE 52ND CT
MULTI -FAMILY 10 OR MOR
$11,107.24
$852.01
$11,224.62
: $10.650.12
$4,718.89
$15,366.02
$412
144.144..40
36470-000-00 GOSS JAMES C & PAULSCHUETZT
3101 SE 73RD ST
PRKNG LOT/RV/MH PARK
;
$11,278.57
$322.15
$11,959.25 ,"
$14;495.19
$1",450.22
$15,94541
$3,986:17
36824-000-00 .WILLOW REED INC
9600 SE 36TH AVE
PRKNG LOT/RV/MH PARK
$5.951.56
$251.45
$11,600:72
$6,203.01`
$14,749,86
$548:34
$15;502,68
: $3 901.96
13844-000 00 NORTHSIDE VILLAS OF OCALA
4248 NW 22ND AVE
MULTI -FAMILY 10 OR MOR
$10,538.21
$660.06
$11,19821
$7;826.81`"
$13,948.93
$428.00
$1D,095.12
$3,892A2
35699-018-00: SHADY ROAD & PADDOCK PARK
9100 SW 27TH AVE
PRKNGLOT/RV/MH PARK
$11,592 17
$381.79
$11.973.96
$13,659.18
$1,123.50
- $649:86
$15,072.43
$3,874.16.
6700-100-005 THE VILLAGES OF LAKESUMTER
CLUB/LODGE/UNION HAL
$58.35
$187.12
$245.47
$3,680:39
$318.51
$15;765.95
$3,998`.89
$3,791.99
31948-000-00 MIREN INTERNATIONAL LODGING
2450 NE 146TH TER
PRKNG LOT/RV/MH PARK
$7.110.80
$323.23
$7,434.03 :
$9.176.34
$550.18
$11,106.76
$3,753.42
$3,672:73
Thursday, Mayy18,:c =..s18.:,1 2006
Pagel of 4959
Marion County Total Assessment Examples Scenario 11 (descending order by Difference from Previous Methodology)
Total Change
Use
05-06
05-06
Total 05-06
Scenario 11
Scenario 11
Scenario 11
(Scenario 11
Parcel ID Owner Name
Property Description
Description
Assessment
Mlllage
Amount
Assessment
Mlllage
Total Amount"
Minus 05-06)
01496-000-00 BELL MOUNTAIN INC
14310 W HWY 318
GRAZING CLASS 3
$2,066.27
$478.37
$2,544.64
$6.163.50
$814.25
$6,977.74
$4A33.10
35512-001-00 CRADLE HOLDINGS INC
5850 SW HWY 200
GRAZING CLASS 3''
$4;792.91
$1,427.68 _
$6.220.59
$7,197.34
$2,430.09
19,627.43
$3,406.84
07399-017-00 RL ROBERTS PROPERTIES LLC
6253 NW 118TH STREET RD
GRAZING CLASS 3
$2,191.46
$1,339.20
$3,530.66
$4.398.64
$2,279:50
$6,678.14
$3,147.47
21355-000-00 WEBER CHARLOTTE C =
1751 SW 110TH AVE
GRAZING CLASS 3
$3,657.55
$1,444.67
$5.102.22 -
$5,657.91
$2,459.01
$8,116.92
$3,01.4.70:
47646-000-00 PADUA STABLES LLC :`
154005 US HWY 301
GRAZING CLASS 3
$4.740.45
$2,272.82
$7,013.27
$5,753.88 '
$3,868:63
$9,622:51
$2,609.24
21317-000.00 MARTELLI DOMENIC & MARIANNA
13360 W HWY 40
GRAZING CLASS 4
$1,679-15
$1,010.66
$2.689.81
$3,544.27
$11720.28
$5,264.55
$2,574.73
05870-000-00 DREYFUS JACK J JR
14300 NW 100TH'AVENUE RD
GRAZING CLASS 3
$2,547.63
$701.25
$3,248.88
$4,573.49
$1,193.61 _
$5;767,10
$2,518.22
12357-000-00 APPLETON ARTHUR 1
9898 NW 90TH TER
GRAZING CLASS 3
$1.676.36
$784.88
$2.461.24
$3,263.65
$1,335:97
$4,599.62
$2,138.38`
07142-000-00 CLOVERLEAF FARMS 11 INC
5201 NW 144TH. PL
GRAZING CLASS 3
$2,102.92
$1,194.50
$3,297.42
$3,319.68
$2,0313.18
$5.352.86
$2,055.45
07399-017-02 ROBERTS RALPH L SR & MARY D
12300 NW 55TH CT
GRAZING CLASS 3
$192.83
$2,488.57
$2,681.40
$204.19
_ $4,235:87
$4,440.06
$1,758.66
12299-000-00 STRUZZIERI THOMAS G
13710 N US HWY 27 -
GRAZING CLASS 3
$1.686.90
$521.16
$2.208.06
$3,005,23
$887.08
$3,892:31
$1,684:25
21351-000-00 BAY FARMS CORP
3727 SW 95TH AVENUE RD
GRAZING CLASS 4
$1,937.28
$517.97
$2;455.25
$3199.30
$881.65
$4,080:95
$1,625`.70
21172-000-60 JONES NELSON TR
12870 W HWY 40
GRAZING CLASS 3
$438.80
$473.93
$912.63
$1,694.75
$806.51
$2,501,27
$1,588.64.
44645-001-00 SUMMERGLEN PARTNERS LLC
ACREAGE/NON CLASSIFIE
$31161
$807.10
$1.120.71
$1,209.02
$1,373.78
$2,582.81
$1,462:10
i 05816-001 01 BELL MOUNTAIN INC
14216 N US HWY 27
GRAZING CLASS 3
$2,234.44
$555.26
$2,789.70'
$3,271.33
$945.13
`$4,216.46
$1,426.75
41437 000-00 SIMON RICHARD TR
12311 S HWY 475
GRAZING CLASS 3
$1,799.85
$638.90
$2,438.75
$2,749.27
$1,087.50
$3,836,76
$1,398:01
41841-000-00 GRAPESTOCK LLC
2425 SE145TH 5T
ACREAGE/NON CLA$SIFIE
$313.61
$672.51
$986.12
$1,077.91
$1,144.70
$2,222.61
$1,236.48 "
12121.00000 FARNSWORTH FARMS INC
15520 W HWY 326
GRAZING CLASS 3
$853.06
$357.86
$1,210.92
$1,837.17
$609.12
$2,446,29
07015-000-00 ESPINAR INC:
6860 W HWY 329
GRAZING CLASS 3
$1,300.79 -
$436.03
$1.736.82 `:
$2(161.14
$742;18
- $2,903.32
$1,235.37 .`
$1,166i510
35300-000-00 - ON TOP OF THE WORLD
9277 SW 83RD AVE
GRAZING CLASS 5
$1,823.22
$985.41
$2,808.63
$2.226.17
$1,677.30
$3,903.46
$1,094.83
01500-000-00 SHADOWLAWN HOLDINGS LTD
GRAZING CLASS 5
$563.99
$315.66
$879.65
$1.409.51
$537.30
$1,946:80
3291-000-003 RAINBOW SPRINGS LIMITED
ACREAGE/NON CLASSIFIE
$313.61
$779.79
$1,093.40
$659.20
$1,327.30
$1,986.50
$1,067.15
41200-076-00 TAC HOLDINGS INC
14040 SW 20TH AVENUE RD
GRAZING CLASS 4
$1.189.94
$533.47
$1,723.41.
$1,701.86
$908:03
$893:10
12431-00000 ALLEN MAE JEAN &
12662 N HWY 27
GRAZING CLASS 3
$1,440.32
$334.85
$11775.17
$2,078.34
>
$2,6091.89
$88g;gg
12654-000-00 PERRY ROGER D &i
3707 NW 11OTH AVE
GRAZING CLASS 2
$939.56
$1,051.02
$1;990.58
$1,064.73
$569.96
$2648.30
$873:13
34808-000-00 BOGER FARMS LLC
ACREAGE/NON CLASSIFIE
$313.61
$856.36
$1,169.97
$1,788:98
$2,853:71
$8,63.12
`
06219-000-00 HENDERSON A D
4000 NW 165TH ST
GRAZING CLASS 4
$903.98
$239.13
$1,143.11'
$515.82
$1A67.64
$1,97146
'
$797.49
01646.000 00 TOWN AND COUNTRY FARMS CDR
8894 NW HWY 320
GRAZING CLASS
$1,108.57
$842.97
$1,533.86
$407:03
$1;940.89
$797.78
35770 02100 ; SAMUEL &SON & CO LIMITED
2400 SW 107THPL
GRAZING CLASS 4
$1,640.71
$1;951.54
$1;306.48
$1;434.84
$2,741:32
$789.78
05816-003-00 RUDNIANYN JOHN S TRUSTEE
TIMBER CLASS 2
$261.63
$1,902.34
$2.222.61
$445.33
$2,667.94
$765.59
07399-044-00 LERMAN ROY & ELLA FELCHER TR
11455 NW HWY 225A
GRAZING CLASS 3
$438.80
$830,13
$307.84
$746:64
$965.19
-
$52198
$1.489.17
$742:53
08518-000-00' HENDERSON DOUG E & GLORIA E
11251 NE 47TH AVE
GRAZING CLASS 3
$563.99
$210:10
$1,040.23
$1,409.84
$35T.62
$1,767.46
$727.23
03597-000 00 DMU CORP
$244.70 -
$808.69
$1,114.00
$416.52
$1,530,51
$721.82
37351-001-00 SIMON RICHARD TR
11800 S HWY 475
ACREAGE/NON CLASSIFIE
$318.61
$775,16
$1,088.77
$477.37
$1,319.42
$1,196.79
$708.02
01965-000-00 -BELL MOUNTAIN INC
13551 W HWY 318
GRAZING CLASS 4
GRAZING CLASS 3
$689.18
$1.053.10
$1.742.28 °
$650.32
$1,792.50
$2;442.82
$700.02
06124-000 00. CVIGNE FARMS LIMITED
1105 NW 165TH ST
GRAZING CLASS 4
$563.99
$814`.37
$85:47
$649.46
$1,197.93
$145.48
$1,343.42
$693.95
34887-000-00 SECRET PROMISE LTD
11791 SW 164TH AVENUE RD
GRAZING CLASS 3
$689.18
$196.24
$1,010.fi1
$1;327.78
$334:03
$1,661.81
$651.20
21087-001-00 WORMSER DONNA MARIE
8999 W HWY 40
GRAZING CLASS 4
$689.18
$155.35
$844.53
$1,230.95
$264:42
$1;495.37
$650;84
48512-000-00 COLLINS MARTHAT & A M JR EST
13055 S HWY 25
GRAZING CLASS 4
$563.99
$291.19
$980.37
$1,134.79
$495.64
$1,630.43
$76.73
$640.72
$1159.41
$130:60:
$1,290.01
$649;29
12400-003-00 JONES G DAVID TR
10270 W HWY826
GRAZING CLASS 3
$443.21
$737.49
$1,180.70
$555.34
$1,255.31
$1,810.65
$629.95
12290-001-00 STRUZZIERI THOMAS G
13655 W HWY 326
GRAZING CLASS 4
$1,503.08
$268.75
$1,771;83 '
$1,920.58
$457.44
$2,378.03
07622-000-00 DODD TIMOTHY S &V RENEE
15585 NEJACKSONVILLE RD
GRAZING CLASS 4
$939.56
$127.72
$1,067.28
$1,425.56
$217.39
$606:20
$1;642.94.
$5.75.67
Thursday, May 18, 2006
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Page 1 of M . :
WORK PLAN
/ The following
section provides a general description of the work effort to be conducted for each task.
Task 1
Evaluate Reports and Research Issues Evaluate the County's existing legs.1 documents, ad
valorem tax roll information, fire call data, agreements, reports and. other data pertaining to
the provision of fire rescue services.
Task 2
Identify Full Costs of Service Evaluate the full cost of the fire rescue service delivery using
the County's most: current financial information and identify service delivery issues, which
may affect the apportionment methodology. Determine the net fire rescue service delivery
revenue requirements;
Task 3
Develop a Method of Apportioning the Costs Using the current ad valorem tax roll and
I`
incident response' data;, develop a method of apportionment. Review the assessment
i
methodology for legal sufficiency.and compatibility with the tax bill method of collection:
Task 4
Determine Preliminary Revenue Requirements Advise the County in determining the total
fire rescue services assessment revenue requirements to ensure that the County recovers
the costs of: (a) net fire service delivery revenue requirements; (b) implementing the
program, and (c) collecting the assessments.
Task 5
Develop Assessment Roll Database. Using the current ad valorem tax roll, create an
assessment roll database. Test the sufficiency of the database by developing reports to
access property information.
Task 6
Apply Apportionment Methodology to Database Using the current ad valorem tax roll, apply
the proposed apportionment methodology to the assessment roll database to test the data
validity and, legal sufficiency. Revise the apporkionment methodology, as necessary.
Task 7
Calculate a Preliminary Proforma Schedule of Rates Using the current ad valorem tax roll,
calculate a proforma schedule of rates based; on the apportionment methodology and
revenue requirements for the assessment program.
Task 8
Present Preliminary Recommendations and Prepare Modifications as needed Present the
preliminary schedule; of rates and impact on individual properties. Prepare modifications as
needed and present impacts. Prepare alternative scenarios as directed.
Task 9
Prepare and Present Assessment Report Prepare and present an Assessment Report that
outlines, compiles, describes, and analyzes the information and determinations from all
previous tasks and input and that provides: (a) the assessment cost calculation, (b) the
description of the apportionment methodology, and (c) an implementation schedule.
Task 10
Assist with Implementation Process Advise and assist with fulfilling the legal requirements
for the implementation of the assessment program including: (a) the development of the
first class notice and its distribution,
(b) publication of the public hearing, and (c) attendance
at.the public hearing.
Task 11
Meetings GSG will conduct four on -site visits to conduct integral and necessary field work.
Additionally, there will be three more on -site visits to the County by GSG staff, including at
least two meetings with County officials to: (1) present the Assessment Report and (2) assist
in the implementation process.
Government Service Group, Inc. 1 2
r
R
Go.alifiGations and Staff
Government Services. Group, Inc. (GSG) is pleased to submit this proposal to assist Alachua County
(County);in developing and implementing a fire services non -ad valorem assessment program. Our firm is
privileged to have worked for numerous counties and cities, and know that given the opportunity to
provide services for the County, you will be armednot only with detailed information and data regarding
fire rescue services, but will be afforded the opportunity to make informed, educated decisions regarding
the funding' of this critical service.
Primary Person of Contact: Camille P. Tharpe, Senior Vice President
ctharpe@govs-erv.co n
Secondary Person of Contact: Mark Brown, Vice President
m brown@govse.ry com
Government Services Group, Inc. (GSG) is a stock corporation with offices in Tallahassee, Orlando, and
Miami, Florida. GSG has 52 full-time employees: four executives, 39 professional personnel, and nine
administrative support positions. The professionals located in the Tallahassee office will provide all
services described in this response.
GSG is Florida's pre-eminent firm working with cities, counties, special districts and state agencies to
develop unique. funding. and service delivery solutions for service and capital needs. GSG specializes in
government finance and taxation issues,. and is the leader in developing unique funding solutions for fire
rescue services, stormwater, solid waste, potable water and sewer, law enforcement, transportation,
service cost recovery, economic development, capital improvements planning and finance, and other
critical infrastructure and service needs. We possess both the capacity and capability to perform the
services identified in the County's RFP. In addition,: our track record is a historical demonstration of our
continuing capability to provide uniquely focused and individually -structured service solutions that are
carefully and successfully integrated with the specific needs of our clients.
GSG's specific experience regarding the development of fire assessment programs is provided in
subsequent sections of this response.
GSG is comprised of three major divisions: Government Services Division, Contract Services Division and
Technical Services Division. The Government Services Division will serve as the primary division
providing the requested and required services outlined in this proposal. This division's major practice
areas include:
Government Service Group, Inc. 1 4
Heather Encinosa
Ms.. Encinosa is. a 1996 summa cum laude graduate of The American University's Washington College of
Law and a summa cum laude graduate of the University of Missouri with a bachelor's degree in
journalism. She joined Nabors;, Giblin & Nickerson's Governmental Law Group in January 1997 and is a
member of The. Florida Bar. Ms. Encinosa's practice includes public.,utility work and,governmental
finance and tax matters. Ms. Encinosa has also been the lead attorney on all of NG&N's service
assessment projects and also has experience performing capital assessment projects. These specsl
assessments include projects for fire, fire rescue; solid waste, roads, neighborhood improvements; water
and wastewater, and stormwater. Ms. Encinosa also currently, serves as special utility counsel to the
Florida Governmental Utility Authority, a utility authority created in 199.9 by interlocal agreement.
Additionally,, Ms. Encinosa is a' frequent speaker on the legal requirements for the valid imposition of
impact fees: and special assessments before the Florida Association of County's Small County's Program
and the Florida Government Finance Officers Association.
Crystalyn R Carey
Ms. Carey, is a rnagna corn laude graduate of the University of South Florida with a. bachelor's degree in
political science and 1 a rnagna cum laude graduate of the Florida State University College of Law (J.D.
2000): where she was an Associate Editor of the Law Review` and Executive Editor of the Journal of
Transnationa Law and Policy. Ms. Carey joined the firm in 2000 and: concentrates her practice in the
areas of public finance, real estate and governmental law. Ms. Carey has also been the attorneyon all of
NG&N's service assessment projects and also has experience performing capital assessment projects.
These:,special assessments include projects for fire, fire rescue, solid waste, roads, neighborhood
improvements, water and wastewater, and stormwater. Ms. Carey has extensive' experience in public
finance transactions as bond counsel, issuer's counsel and underwriter's/disclosure counsel
representing` various counties, cities, and housing finance authorities throughout the State. Ms. Carey
also has participated as real estate counsel in numerous real estate transactions and is an authorized
member agent of Attorneys Title Insurance Fund, Inc. Ms. Carey's governmental lawexperience includes
various impact fee and special assessment projects throughout the State. Ms. Carey is a member of The
Florida Bar.
Government Service Group, Inc. 1 10
during which time the GSG technical staff imported and compiled all data from each center; information
that was later analyzed and presented in the CAIC project's federal report.
Mr.: Brown's wide range of technical expertise combined with a commitment to total client satisfaction
has made him an invaluable member of the GSG team.
Slade 1/. Dukes, F_sq.
Senior Project Manager
Slade V. Dukes, Esq. has a diverse and broad educational and professional background encompassing
the fields of politics, government, campaigning relations, development, and advocation. From working on
a statewide political campaign; o developing and coordinating a $3.5 million dollar developmental brick
campaign, to seeking and enlisting corporate and governmental endowment through community and
social' development, to advocating; and balancing governmental concerris and; consumer interests
against private sector corporate. industry and business, Mr. Dukes maintains a successful goal -oriented
perspective 'that is coupled with extensive analytical, interpersonal professional, and communicative
training, education; and experience:
Asa governmental`consultant and senior project manager; Mr Dukes works with various city and;courzty
governments, as well as Some private sector entities, on alternative revenue funding, `management,
operational, #ructural and other consulting services. Mr. Dukes' diverse and broad educational and
professional background encompasses politics, government, campaigning, relations, development, and
advocation. His experience includes statewide political campaigns, enlisting corporate and governmental
endowment through community and social development, and advocating governmental concerns and
balancing consumer interests while serving at the Florida Attorney General's Ofrice. Mr. Dukes maintains
a successful goal -oriented perspective that is coupled with extensive analytical, .interpersonal,
professional,' and communicative training, education, and experience. He holds a Bachelors (B.A.) and a
Masters degree (M.A.) in Political Science from the University
J.
of Florida, and a Juris Doctorate degree
(.D.) from Stetson University College` of Law. He also holds a Certificate 11, of Concentration in. Political
Campaigning from the University, of Florida and a Certificate of Concentration in Advocacy from Stetson
University College: of Law. Mr. Dukes isTicensed within the state of Florida as a practicing attorney.
Since joining,Government Services Group in November of 2005Y.Mr: Dukes has served as a consultant
and/or senior project. manager on various revenue enhancement and service delivery projects for
numerous local governments, including Columbia County, Levy, County, the City of Sunrise, the City of
Hollywood, the. City of Coral Springs, and the City of Lake City. Mr. Dukes has also served as a project
consultant and/or senior project manager on numerous other studies aimed at improving an
organization's overall efficiency and effectiveness. These reviews and studies have included topics
related to municipal incorporation, operations review, project feasibility, and resource determination and
management.
Melissa Proctor
Senior Project Manager
Melissa Proctor joined GSG in 2004 with 15 years of management experience in budgeting and
accounting. Five of those years were in the public sector.
Ms. Proctor's primary professional focus has always been in budgeting and accounting with an emphasis
on streamlining policy and procedures to create a very efficient and cost effective environment. Ms.
Proctor has worked on the Florida Association of Counties' Small County Technical Assistance Services
(SCTAS) revenue manuals, Jefferson County EMS and fire impact fees, Levy County recreation facility and
emergency medical services impact fees, Suwannee County solid waste and fire assessment programs,
the City of Wilton Manors recreation facility impact fee, Midway Fire Control District Fire impact fee
update, and the Ocean City -Wright Fire Control District Impact Fee update. She is currently working on
Government Service Group, inm 1 7
SUB -CONSULTANTS: NABORS, GIBLIN & NICKERSON, P.A.
Nabors,-Giblin & Nickerson, P.A. (NG&N) is a law firm that focuses its practice on representing local
governments and is on the forefront of developing successful assessment programs in Florida. NG&N's
success in the implementation of assessment programs begins with an approach which addresses the
fundamental legal principles required for the 1.proper imposition of non -ad valorem assessments by
meeting legal sufficiency tests embodied in state statutory, regulatory and case aw. This approach
ensures that the funding approach for fire services are `developetl which are legally defensible and fairly
and reasonably apportioned among properties which receive the benefits.
NG&N is a leader in advancing the development of home rule revenue options including special
assessment programs for stormwater, fire rescue and solid waste. At least one member of NG&N has
served as trial or appellate counsel; or counsel for amicus curiae (''friend of the court") in almost every
major local government tax and home rule decision during the last two decades in Florida. Below is a
representative list of NG&N's defense of special assessment programs for local governments
• Dryden v. Madison County; 727 So. 2d 245 (Fla. 19.99). Confirmed that a "good faith exception" may
be exercised by local governments when their special assessments are invalidated and avoid having
to refund all amounts collected if the. local governments collected these special assessments in a
good faith belief of their lawfulness.
• State V. Sarasota County, 693 So. 2d 546 (Fla. 19.97). Affirmed. a stormwater special. assessment
methodology which ;included developed and undeveloped properties in the calculation of the specia
assessment amount; validated the ability, to. include the cost of delinquent special assessments in
the amount assessed for the following year against all property within an assessed' area.
• Lake County v. Water Oak Management Corp 695 So. 2d 667 (Fla. 1997).° Explained that a special
benefit to property is present, in the speciaJ7 assessment context, when a logical relationship exists
between the specia V assessment program and property; upheld the use of special assessments for
consolidated fire protection services on countywide basis.
• Harris v: Wilson, 693 So. 2d 945 (Fla. 1997). Reconfirmed its conclusion in Sarasota County v
Sarasota Church of Christ, 667 So. 2d 180 (Fla. 1995), that legislative findin
and,fair and reasonable apportiongs on special benefit
ment will be upheld unless they are proven to be arbitrary; court
also affirmed the First District Court of Appeal's validation of the County's solid waste disposal
special assessments.
• City of Boca -Raton v. State, 595 So. 2d 25 (Fla. 1992). Established the special benefit and fair
apportionment requirements for the lawful imposition of special assessments by local governments
and' held that Chapter 170, Florida Statutes, was a general law alternative to the home rule power to
impose special assessments.
• City of Boca Raton v State, 595 So. 2d 25 (Fla. 1992). Established the special benefit and fair
apportionment requirements for the lawful imposition of special assessments by local governments
and held that Chapter 170, Florida Statutes, was a general law alternative to the home rule power to
impose special assessments.
Government service Group, Inc. 1 9
Ability to Meet Time and' Budget Requirements
Because of GSG's extensive experience in developing and implementing special_ assessment programs
such as the program outlined in the RFP, we can commit to meeting the timeframes to successfully
implement a fire special assessment program that conforrhs.tol all statutory and local deadlines required
to collect the assessment in conformance' with the Uniform Method of collection:
To:,illustrate the extent of GSG's ability to meet these timeframes, in 2005, GSG manipulated over 1
million parcels of property and generated over $86 million of assessment revenue on behalf of our
clients:
Further, GSG's experience means that we can. successfully estimate the,time required to perform the
necessary tasks outlined in our work plan and will commit to the lump sum.fee negotiated as a result of
this response. Our extensive experience means that the County will not pay for any "learning curve"
associated with this project, as GSG has successfully completed similar workplans for over 150 clients.
Government Service Group, Inc, 1 12
Appendix A
REFERENCES
r Marion County
i Patrick Howard
County Administrator
` 601 S.E. 25+h Avenue
i Ocala, Florida;34471
(352) 620-3340
GSG has been retained by Marion County on three separate occasions to assist the County in revisions
to its annual recurring special assessment program. The first revision was conducted in 2003. The
' second revision was conducted in 2005 and a third revision was completed fast month to fund the Fiscal
Year. 2006-07 budget and provision of fire services. GSG has been responsible for developing and
implementing the revised assessment methodology and working with the County to implement the
revisions.
r
Okeechobee County
Robbie Chartier
Deputy County Administrator
304 N W. 2nd Street:.:
Okeechobee, R. 33025
(954) 602�3116
GSG was engaged by Okeechobee County to prepare a special assessment program to fund fire rescue
services in Novernber 2003. The objective of the Fire Rescue Assessment Program was to develop and
implement an annual:.assessment program to fund the County's provision of Fire Rescue Services for
Fiscal Year 2004-05 and thereafter.
Osceola County
Jo Thacker
County Attorney
1 Courthouse Square, Suite 4200
Kissimmee, Florida 34741
(407) 343-2330
GSG has been retained by Osceola County on two separate occasions to assist the County in revisions to
its annual recurring special assessment program. The first revision was conducted in 1999 and the
second revision was conducted in 2000. GSG has been responsible for developing and implementing
the revised assessment methodology and working with the County to implement the revisions.
Suwannee County
Johnny Wooiey
County Coordinator
224 Pine Avenue
Live Oak, Florida 32064
(386) 364-3400
GSG was retained by Suwannee County in 2005 to assist the County in revisions to its annual recurring
special assessment program. GSG has been responsible for developing and implementing the revised
assessment methodology and working with the County to implement the revisions. GSG is working with
Suwannee County for Fiscal Year 2006-07 to maintain the fire assessment roll and certify it to the Tax
Collector. -
Government Service Group, Inc. I A-2
Client
Assessment Type
Date
Gilchrist County
Fire
2002
Hardee County
Fire; Solid Waste
2001
Hernando County
Fire (not implemented)
1999
Highlands County
Fire (not implemented)
2000
Hillsboro Beach; Town of
Fire
2002
Hollywood; City of
Fire
1996, 1997, 2000, 2003, 2005,
2006
Islamorada, Village of
Solid Waste, Stormwater, Wastewater
1999, 2000, 2001, 2002, 2003,
2004, 2005,2006
Lake City, City of
Fire
2002, 2003, 2005
Lake County
Fire
1998, 1999,2003
Lauderhill; City of
. Fire
2000, 2004
Lauderdale by the Sea
Fire
2004, 2005, 2006
Leon County
Fire (not implemented)*
1999.
Marathon, -City of
Solid Waste, Wastewater
2002 2005, 2006
Margate, City of
Fire
1996, 1997; 1998, 1999, 2000,
2001, 2002: 2003, 2004, 2005,
-)Ann � '
Marion County
Fire
2003, 2005, 2006
Martin County
Water/Wastewater MSBU
1996-2005
Miami, City of.
Fire
1997, 1998
Miami -Dade County
Fire (not implemented)*
1997
Miramar
Fire
2004, 2005, 2006
Monroe County
Solid waste, wastewater
2203, 2004, 2005, 2006
Nassau County
Fire (not implemented)*;
Roads, etc. (Amelia Concourse;
Pirates Wood)' Solidwaste
2001, 2003, 2004, 2005, 2006
Newberry, City of
Fire
2002, 2003, 2005, 2006
North Lauderdale, City of
Fire
1996, 1997, 2000, 2004
Oakland Park, City of Fire;
Solid Waste (not implemented)*
2001, 2002, 2003, 2004, 2005,
2006
Okeechobee County Fire
2001
Osceola County Fire
19.99, 2000, 2005
Parkland Fire
2004
Pasco County Fire (not implemented)
1999
Pembroke.Pines, City of Fire
1996, 2005
Pensacola, City of Stormwater
2000, 2001, 2002, 2003, 2004,
2005,2006
Polk County Fire
1997, 1998
Pompano Beach, City of Fire
1996, 1997, 2000
Port Orange, City of Fire Rescue (not implemented)*,
Roads, etc.
1996, 2006
Sarasota County . Fire Control
Stormwater
1996
1998
St. Johns County Private Roads
1996, 2003, 2004, 2005
St. Petersburg, City of Fire (not implemented)*
1998
Government Service Group, Inc. J A-4
i Appendix B
j PROFESSIONAL REGISTRATION CERTIFICATE
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Appendix K
PUBLIC ENTITIY CRIMES STATEMENT
GSG
FIRE SPECIAL ASSESSMENTS
Presentation To:
City of Pensacola
February 12, 2007
Presented By:
Camille Tharpe
Government Services Group, Inc.
1500 Mahan #rive, Suite 2!50
Tallahassee, Florida 32308
ctharpe@govservcom
SG
special Assessments
"inition:
�cial assessments are charges assessed against the
perty of some particular locality because that property
ives some special benefit from the expenditure of the
n ey.
G S � G
Taxes vs. Assessments
Similarities
1. Both generate revenue to pay for services and facilities.
2. Both are mandatory and may be collected through
enforcement of liens on homestead.
3
GSG
axes vs. Assessments
►ifferences
. Taxes need not benefit property. Special assessments must
specially benefit property.
. Authorization for all taxes except ad valorem taxes must be
provided by general law. Authorization for special assessments
may be found in broad home rule powers of counties and
municipalities.
. The Legislature must prescribe a tax base. Local governments
may develop the rate of assessments and the manner of
apportioning costs.
M,
GSG
examples of Special Benefit
• Fire Protection
• Street Improvements
• Parking Facilities
• Downtown Redevelopment
• Solid Waste
• Sewer Improvements
• Stormwater
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"Fair and Reasonable Apportionment
Logically and factually driven method must be developed to spread
the costs among the benefited properties.
Does method of apportionment make sense in terms of what is
being provided?
Legislative determination receives judicial deference.
GAG
mli J�Mqall
• Uniform Method (tax bill collection)
Utility Bill
• Lien and Foreclosure Method (separate bill)
• Combination of Methods
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re Assessment Data Components
• Service Delivery
• Call/Incident Data
• Ad Valorem Tax Roll
• Fire Budget
11
-M
Cost Apportionment: �
Based On Historical Demand For Fire Services
3.50%
12.50%
5.50%
® Residential - 7,850
Commercial -1,250
❑ Industrial/Warehouse - 350
Institutional - 550
<ti
a.
78.5000/o;
12
Parcel Apportionment
• Residential: Dwelling Units
• Non -Residential: Square Footage of Improvements
• Agricultural/Vacant: Parcel, Lot or Acreage
G S , G
➢ Methodology Issues
■ Property Use Categories
■ Conflicts with Tax Roll Designations
➢ Policy Issues
■ Exemptions
r.
■ Government Property
■ Hardship Programs
➢ Implementation Issues
Public Information
■ First Class Notices (Tax Bill Collection Method)
14