CITY OF MENIFEE
SUBJECT: Agreement with Spicer Consulting Group for Special District Annexation Fiscal Impact Analysis
MEETING DATE: August 21, 2024
TO: Mayor and City Council
PREPARED BY: Rebekah Kramer, Assistant to the City Manager REVIEWED BY: Jonathan Nicks, Deputy City Manager
APPROVED BY: Armando G. Villa, City Manager
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RECOMMENDED ACTION
1. Approve and authorize the City Manager to execute a Professional Services Agreement with Spicer Consulting Group, LLC (SCG) for a special district annexation fiscal impact analysis to evaluate the feasibility of the City providing maintenance and recreation services in the Valley- Wide Recreation and Park District Landscape Maintenance Districts located within the Menifee city limits at a cost not-to-exceed $77,500 through June 30, 2026.
DISCUSSION
Background
Valley-Wide Recreation and Park District (“Valley-Wide”) is a regional park system that owns and/or maintains streetscapes, retention basins, recreational facilities, and over 80 parks in the eastern portion of Menifee, Hemet, San Jacinto, Beaumont, and unincorporated areas of Riverside County including Winchester and French Valley. Both the City and Valley-Wide are public agencies who receive special tax district revenues from residents’ property tax assessments to maintain and operate their facilities. There are three Landscape Maintenance Districts (LMDs) located in the City of Menifee on the east side of Interstate 215 that fall within the Valley-Wide service area including 24 parks. All three of these LMDs were established prior to the City’s incorporation in 2008.
The three Valley-Wide LMDs located within Menifee’s city limits include Menifee North, Menifee Parks, and Menifee South, as shown in the attached Valley-Wide LMD Map. The Menifee Parks LMD is contained entirely within the city limits and includes Wheatfield Park and Community Center, Menifee Gymnasium (shared with Bell Mountain Middle School under a joint use agreement between Menifee Union School District and Valley-Wide), and Lago Vista Sports Park.
The Menifee North LMD contains two County of Riverside owned facilities that are operated and maintained by Valley-Wide including the Marion A. Ashely Community Center and Eller Park.
Approximately twenty percent of the Menifee North and six percent of the Menifee South LMD boundaries are located outside of the city limits.
City of Menifee Staff Report
Special District Annexation – Professional Services Agreement August 21, 2024
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Unification of Menifee parks and recreation services has been identified as a priority in both the City’s Strategic Plan and the Park Master Plan. After review and consideration on April 17, 2024, the City Council provided direction to move forward with completion of a fiscal impact analysis to evaluate the feasibility of annexing a portion or all the Valley-Wide LMDs into the City.
RFP Process
On April 18, 2024, the City issued RFP No. 2024-14 for a fiscal impact analysis for special district annexation / landscape maintenance district assessment engineering services. With only one proposal received by the May 6 closing date, the RFP was reissued on May 13, 2024. Two proposals were received by the May 31, 2024, submittal deadline. A review committee comprised of City staff from multiple departments completed a comprehensive evaluation of the proposals received. Proposals were reviewed and ranked based on the qualifications and experience of the firms and their project team, project approach, delivery schedule, proposal quality, and cost. The average scores for the proposal evaluation are shown in Table 1.
TABLE 1 – PROPOSAL EVALUATION SUMMARY
FIRM Average Score
(100 Points)
Spicer Consulting Group (SCG) 89.60
David Taussig & Associates (DTA) 82.00
Following a review of the proposals received both firms were invited to participate in an interview.
The average scores of the evaluation completed by the interview panel and pricing are summarized in Table 2.
TABLE 2 – INTERVIEW SUMMARY
FIRM
Average
Score
(100 Points)
Preliminary
Engineer’s
Report Cost
Add Alternative Cost
Spicer Consulting Group (SCG) 90.00 $47,500 $30,000
David Taussig & Associates (DTA) 60.25 $68,170 Based upon hourly rate Considering both the proposal evaluation and interviews, City staff determined that SCG was best qualified to complete the fiscal impact analysis. Under the terms of the proposed agreement, SCG would begin by working with staff to prepare the fiscal impact analysis. Should the City Council decide to move forward with detaching the Menifee parks and streetscapes contained within the Valley-Wide LMDs and annex them into the City of Menifee following review and consideration of this analysis, SCG would work with staff to prepare and file the required application with the Riverside Local Agency Formation Commission (LAFCO).
STRATEGIC PLAN OBJECTIVE
Community Engagement and Social Infrastructure
City of Menifee Staff Report
Special District Annexation – Professional Services Agreement August 21, 2024
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9 5
FISCAL IMPACT
The fiscal impact of the proposed agreement with SCG is not-to-exceed $77,500 including both the preliminary fiscal impact analysis and the support services associated with filing a detachment/annexation application with LAFCO should the City Council decide to move forward with annexation of the of the Valley-Wide LMDs. The funding required to support this project is available in the General Fund adopted budget with $60,000 carried over from the Fiscal Year (FY) 2023/2024 operating budget and $17,500 available in the adopted FY 2024/2025 operating budget for one-time consulting services. No additional budget appropriation is required.
TABLE 3 – FUNDING ACCOUNTS
Account Description Account No. Total
One-Time Consulting Services 1100-CEO-CEOA-652855 $77,500
ATTACHMENTS
1. Agreement – Spicer Consulting Group, LLC
2. Valley-Wide LMD Map
3. Menifee Parks Map