HomeMy WebLinkAboutItem O2 02
BOARD OF COUNTY COMMISSIONERS
COUNTY of MONROE Mayor James K.Scholl,District 3
The Florida Keys Mayor Pro Tern Michelle Lincoln,District 2
Craig Cates,District 1
David Rice,District 4
Holly Merrill Raschein,District 5
Board of County Commissioners Meeting
May 21, 2025
Agenda Item Number: 02
2023-3998
BULK ITEM: Yes DEPARTMENT: Sustainability
TIME APPROXIMATE: STAFF CONTACT: Rhonda Haag
N/A
AGENDA ITEM WORDING:
Approval to enter into Task Order #7 for approval of tasks 1-6 for $9250 to develop an assessment
methodology under the County's special assessment program to fund the operations and maintenance
and capital costs of the Sands subdivision road adaptation project on Big Pine Key, under the on-call
contract with Accenture Infrastructure and Capital Projects Consulting, Inc. (formerly Anser Advisory)
for professional consulting services to develop non-ad valorem special assessments.
ITEM BACKGROUND:
This item is for the development of a methodology and Municipal Services Benefit Unit "MSBU"
assessment to fund the operation and maintenance and capital of the Sands neighborhood road
adaptation project in Big Pine Key.
PREVIOUS RELEVANT BOCC ACTION:
December 7, 2022: Approval to solicit for professional consulting services to develop non-ad valorem
special assessment programs as needed for County projects and programs including but not limited to
canals, roads, storm water and other existing or new programs.
May 17, 2023: Approval to enter into a $0 on-call contract with Anser Advisory for professional
consulting services to develop non-ad valorem special assessments for County projects including
canals, road adaptation, stormwater, flood mitigation, wastewater and other existing or new programs
and services.
November 8, 2023: Approval to enter into Task Order#2 for $6500/year($26,000 through the year
2028) to provide maintenance services for the County's special assessment program for Canals 266,
105, and 82-83-84, under the on-call contract with Anser Advisory for professional consulting services
to develop non-ad valorem special assessments; retroactive to October 1, 2023.
November 8, 2023: Approval to enter into Task Order#3 for $12,500 to develop an assessment for the
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County's special assessment program to fund the operations and maintenance costs of the Twin Lakes
road adaptation project, under the on-call contract with Anser Advisory for professional consulting
services to develop non-ad valorem special assessments; retroactive to October 1, 2023
December 13, 2023: Approval of Task Order [#6] with Anser Advisory Consulting, LLC d/b/a Anser
Advisory for professional consulting services for the annual maintenance of the Duck Key Security
District Special Assessment Program for the period of October 1, 2023, to September 30, 2028. This
Task Order is being approved in accordance with the Professional Services for Special Assessments
dated May 27, 2023.
November 19, 2024: Approval to enter into Task Order#5 for $12,500 to develop an assessment for the
County's special assessment program to fund the operations and maintenance costs of the Twin Lakes
road adaptation project, under the on-call contract with Anser Advisory for professional consulting
services to develop non-ad valorem special assessments.
3/25/25: Approval of amendment#1 to the on-call contract for professional consulting services to
develop non-ad valorem special assessments with Anser Advisory for a name change from Anser
Advisory Consulting, LLC to Accenture Infrastructure and Capital Projects Consulting, LLC; effective
December 16, 2024.
INSURANCE REQUIRED:
Yes
CONTRACT/AGREEMENT CHANGES:
N/A - Task Order
STAFF RECOMMENDATION: Approval.
DOCUMENTATION:
TO#7 Accenture Infrastructure Consulting LLC SANDS-.pdf
FINANCIAL IMPACT:
Effective Date: May 21, 2025 Expiration Date: November 30, 2026
Dollar Value of Task Order#7, sections 1-6: $9250.
Total Cost to County: $9250.
Current Year Portion: $9250. est. Budgeted: Yes
Source of Funds: 102-22500-SC00038 CPI: No
Indirect Costs:
Estimated Ongoing Costs Not Included in above dollar amounts:
Revenue Producing: No If yes, amount: N/A
Grant: No
County Match:
Insurance Required: Yes
Additional Details:
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TASK ORDER# 7
BY AND BETWEEN
ACCENTURE INFRASTRUCTURE AND CAPITAL PROJECTS
CONSULTING, LLC
and
MONROE COUNTY, FLORIDA
FOR
PROFESSIONAL CONSULTING SERVICES FOR DEVELOPMENT OF
METHODOLOGY AND NON-AD VALOREM SPECIAL ASSESSMENT
ROLLS FOR MONROE COUNTY
FOR
SEA LEVEL RISE / ROAD ADAPTATION PROJECTS, SANDS
SUBDIVISION, BIG PINE KEY
This Task Order No 7 is entered into on May 21, 2025, by and between Monroe
County, hereinafter referred to as the "County" and Accenture Infrastructure and
Capital Projects Consulting, LLC hereinafter referred to as "Consultant," for
professional consulting services for a sea level rise/road mitigation special
assessment program for the Sands subdivision in Big Pine Key.
WITNESSETH
WHEREAS, the County desires to engage the services of Consultant to provide
professional consulting services for a sea level rise/road adaptation special
assessment project for the Sands subdivision area in Big Pine Key.
NOW, THEREFORE, in consideration of the mutual promises, covenants, and
agreements stated herein, and for other good and valuable consideration, the
sufficiency of which is hereby acknowledged, County and Consultant agree to
the following task:
1. Scope of Services.
The scope of services for this Task Order shall consist of the services described
in Appendix A to this Task Order, attached hereto and incorporated by reference.
2. Compensation
Monroe County agrees to pay a not to exceed fee of Eighteen Thousand Five
Hundred Dollars ($18,500.00) for the services as described in Appendix A. The
fee is payable on the schedule as set forth in Appendix A.
Page 1 of 3
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The fee for professional services does not include any on-site visits by Consultant.
Any requested on-site meetings by Accenture staff may be arranged at our
standard hourly rates provided in Appendix A. All expenses related to these
requested meetings will be billed in accordance with Section 112.061, Florida
Statutes. If necessary, in lieu of on-site visits, periodic telephone conference calls
may be scheduled to discuss project status.
The fee does not include the cost of producing and mailing first class notices, if
required. Mailing and production costs depend on the number of assessable
parcels of property within the assessment program area, but average
approximately $1.63 per parcel. Payment of mailing and production costs is due
at the time of adoption of the initial assessment resolution or like document. For
non-domestic notices, mailing charges will include the actual amount of postage
beyond the domestic rates. Should U.S. postage rates increase prior to mailing,
the additional postage per notice will be charged.
All other terms including the Payment Schedule are as set forth in Appendix A.
3. Term of Task Order
This Task Order shall be effective as of May 21, 2025 and shall expire on
November 30, 2026.
In all other respects, the terms and conditions of the Agreement remain unchanged
and shall apply.
IN WITNESS WHEREOF, each party has caused Task Order #7 to be executed
by its duly authorized representative as set forth below.
MONROE COUNTY, FLORIDA ACCENTURE INFRASTRUCTURE AND
CAPITAL PROJECTS CONSULTING, LLC
Y By:
James Scholl, Mayor Corey Burbach, Senior Vice President
Date: Date: 04/28/2025
1W ONROE COUNTY ATTOR.NEY'S,OFFICE
APPROVED AS TO FORAM
Approved as to form and legal sufficiency:
srAW CcouNrr A'CTCARNif
Monroe County Attorney's Office DATE: 5-05-2025
Page 2 of 3
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Appendix A— Scope of Work
Page 3 of 3
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Appendix A
SANDS SUBDIVISION, BIG PINE KEY
SEA LEVEL RISE ROADWAY MITIGATION MAINTENANCE SERVICES AND CAPITAL
INFRASTRUCTURE
WORK TO BE CONDUCTED DURING FISCAL YEAR 2025-26
ACCENTURE INFRASTRUCTURE AND CAPITAL PROJECTS CONSULTING, LLC, FORMERLY
ANSER ADVISORY CONSULTING, LLC (ACCENTURE)
SCOPE OF SERVICES
Task 1: Evaluate Sea Level Rise Roadway Maintenance and Capital Infrastructure Project Work
with Technical team to determine and obtain the necessary data to develop apportionment
methodology. Work with technical team to locate the proposed maintenance services and
infrastructure improvements and determine the benefited properties. Evaluate the proposed
project to determine and obtain the data and information necessary to develop proposed
assessment methodology approach(s). Such data may include the GIS database, tax roll
information and existing and future land-use data. Using the data, determine the preliminary
location of the proposed services and infrastructure improvements to serve as a basis for
identifying geographic areas benefited by the improvements.
Task 2: Develop Preliminary Apportionment Methodology(ies)Work with the Technical team to use
the data and criteria established by County staff and officials,Accenture and team will develop
preliminary apportionment methodology(ies) based on the proposed services, infrastructure
improvements, their location and properties benefited.
Task 3: Create a Preliminary Database Using the most current ad valorem tax roll, create a
preliminary database. Augment the database with other pertinent data determined to support
the apportionment methodology.
Task 4: Attend a neighborhood meeting by virtual attendance in July 2025. Attend a BOCC meeting
by virtual attendance if scheduled by the County.
Task 5: Determine the Assessment Revenue Requirements Review the funding requirements of the
proposed services. Advise the County in determining the total sea level rise roadway
maintenance services and infrastructure improvements revenue requirements to ensure the
County recoversthe costs of:(a) net revenue requirements, (b) implementingthe program, and
(c) collecting the assessments.
Task 6: Apply Apportionment Methodology to Preliminary Database Apply the preliminary
apportionment methodology(ies) to the preliminary database to test the data validity and
sufficiency of the approach(es). Modify the database and/or revise the apportionment
methodology(ies) as necessary.
Task 7: (At County's option)Calculate a Proforma Schedule of Rates Calculate a proforma schedule
of rates based on the apportionment methodology and revenue requirements for the
assessment program. Provide alternative revenue scenarios, if required.
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Task 8: (At County's option) Prepare Assessment Memorandum Prepare an Assessment
Memorandum which documents proposed apportionment methodology and proforma
assessment rates.
Task 9: (At County's option) Assist with Legal Documents Advise and assist the County's legal
counsel in drafting of the implementing legal documents.
Task 10: (At County's option)Advise and Assist with Implementation Requirements Advise and assist
with the legal requirements for adoption of the maximum annual rates and certification of the
assessment roll in accordance with the Uniform Method including: (a)the development of the
first-class notice and its distribution, (b) publication of the public hearing, (c) attendance via
Zoom at the public hearing and (d) certification of the assessment roll to the Monroe County
Tax Collector.
Task 11: (At County's option) Delivery of the Assessment Roll to the Tax Collector Assist the County
with the delivery of the assessment roll to the Monroe County Tax Collector for collection using
the uniform method.
FEES AND COSTS
For the professional services and specialized assistance described in the provided and proposed Scope of
Services, Accenture will work under a "lump sum" fee arrangement of $18,500. The lump sum fee for
professional services does not include any on-site visits to the County by Accenture staff. Any on-site meeting
can be arranged at our standard hourly rates. Expenses related to any meetings will be billed in accordance
with section 112.061, Florida Statutes. If necessary, in lieu of on-site visits, periodic telephone conference
calls or Zoom meetings may be scheduled to discuss project status.
The standard hourly rates for Accenture are as follows:
ACCENTURE
SeniorAdvisor............................................................................................ $285
Vice President/Managing Director........................................................... $285
Director ...................................................................................................... $235
Project Manager/Project Coordinator...................................................... $185
Database Analyst/Technical Services...................................................... $150
Lead Project Analyst.................................................................................. $100
ProjectAnalyst........................................................................................... $ 90
Administrative Support.............................................................................. $ 75
The lump sum fee does not include the costs of producing and mailing first class notices, if required.
Mailing and production costs depend on the number of assessable parcels of property within the assessment
program area, but average approximately $1.63 per parcel. Payment of mailing and production costs is due
at the time of adoption of the initial assessment resolution or like document. For non-domestic notices, mailing
charges will include the actual amount of postage beyond the domestic rate. Should U.S. postage rates
increase prior to mailing, the additional postage per notice will be charged.
The County is responsible for any costs incurred to obtain information from the property appraiser or other
public officials that is necessary for the assessment program.
The County is responsible for working with the Property Appraiser to obtain the necessary information for
properties with exempt "home addresses" pursuant to Section 119.071, Florida Statutes.
Accenture I A-2
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The County is responsible for any and all newspaper publications, including, but not limited to, making
arrangements for publications and any costs associated therewith.
Please note that Accenture 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, Accenture would be available, on an
hourly basis, to assist the County in its defense.
DELIVERABLES SCHEDULE
Deliverable Schedule
Monroe County BOCC approval May 2025
Notice to Proceed May-June 2025
Develop Assessment Methodology May - August 2025
Neighborhood Meeting(virtual attendance) July-August 2025
Proforma Assessment Rates August-October 2025
BOCC Meeting(virtual attendance) TBD
Assessment Memorandum if County proceeds March -May 2026
Implementation if County proceeds April - September 2026
PAYMENT SCHEDULE
The lump sum fee for professional services and specialized assistance will be due and payable on the following
basis. Payment will be based on the following schedule, assuming that notice to proceed is received in May or
June 2025. 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 Amount
August 2025 25% of lump sum fee $4,625.00
December 2025 25% of lump sum fee $4,625.00
(At County's option)January 2026 25% of lump sum fee $4,625.00
(At County's option)August 2026 25% of lump sum fee $4,625.00
Total $18,500.00
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