Heather Worthington 17 Cherry St. N Asheville, NC 28801 [email protected] 651-262-9896 (mobile) April 21, 2026
Kayla Charters Acting Economic Development Manager City of Menifee, California 29844 Haun Road Menifee, CA 92586 Re: Economic Analysis for The City of Menifee Kayla:
Thank you for the opportunity to submit our proposal to build on our Taxable Revenue Analysis
for
the
City
of
Menifee.
This
proposal
outlines
our
analysis
of
the
costs
of
your
infrastructure
across
the
City,
showing
the
city’s
return
on
investment.
This
proposal
is
broken
out
into
two
sub
phases
-
Infrastructure
Fiscal
Review
and
Infrastructure
Lifecycle
Mapping.
To
get
you
a
fuller
picture
of
the
cost
of
infrastructure
tied
to
land
use,
we’ll
need
to
complete
both
sub-phases.
After
completing
our
revenue
and
cost
model,
we
will
work
to
complete
development
projections
for
the
City
of
Menifee.
These
projections
will
be
up
to
the
City’s
choice
of
what
to
analyze.
Additionally,
our
Municipal
Pro
Forma
Tool
will
empower
City
staff
to
complete
additional
development
projections
at
your
leisure.
We look forward to working with your team to provide insights and valuable metrics of the fiscal
health
of
your
community.
Let
us
know
your
thoughts
on
our
proposal
and
welcome
any
questions
you
and
your
team
may
have
about
our
process
and
deliverables.
This proposal is valid until June 15, 2026.
Respectfully,
Heather
Worthington
Principal
Data-driven Storytelling • urbanthree.com
Menifee, CA - Phase II 2
WHO IS URBAN3? Urban3 is a consulting firm specializing in land value economics, property tax analysis, and community
design.
Our
approach
bridges
the
gap
between
economic
analysis,
public
policy,
and
urban
design.
Our
work
will
empower
your
community
with
the
ability
to
promote
development
patterns
that
both
secure
its
fiscal
condition
and
create
a
strong
sense
of
place.
We provide communities with an in-depth understanding of their financial health and
built
environment
by
measuring
data
and
visualizing
the
results
.
Taxable Value Per Acre Auckland, NZ
WHY DOES UNDERSTANDING COMMUNITY FISCAL HEALTH MATTER? Mapping and analyzing the financial health of a community helps policymakers and practitioners
prioritize
capital
improvements
and
community
design
decisions.
Our method simplifies complex information to include everyone in honest conversations about
community
growth.
Through
our
visualizations,
communities
have
the
resources
to
make
informed
decisions
about
future
development.
Urban3 analyzes the fiscal implications of differential development patterns down to the level
of
individual
parcels
but
at
the
scale
of
entire
communities.
This
typically
entails
processing
tax
assessment
data
at
the
county
or
metropolitan
area
level
and
often
includes
multiple
sources
of
information
such
as
retail
sales,
income,
and
other
economic
metrics.
Data-driven Storytelling • urbanthree.com
Menifee, CA - Phase II 3
Beyond processing the data itself, Urban3 provides a uniquely comprehensive examination of
fiscal
health
that
combines
local
development
history,
the
implications
of
policy,
and
our
experience
with
different
finance
systems
worldwide.
We
also
provide
analysis
and
insights
on
the
long-term
fiscal
impact
of
infrastructure
investments.
We have worked with over 170 communities in the United States, New Zealand, Canada, and
Australia
to
conduct
economic
analyses
of
community
fiscal
health.
Urban3
did
not
invent
the
value
per
acre
analysis,
but
we
have
helped
make
it
an
industry
standard
for
measuring
the
fiscal
health
of
communities.
The
value
per
acre
analysis
is
an
invaluable
metric
in
demonstrating
the
potency
of
varying
land
uses
within
cities
and
counties.
In
a
sea
of
data,
we
believe
that
a
simple
method,
image,
or
metric
can
clearly
summarize
volumes.
We’re not your typical economic consulting firm. We’re driven by data. We make a quantifiable case for a better city and town planning and more
fiscally
sustainable
growth
using
a
tailored
approach;
we
back
up
our
stories
with
research
and
numbers
using
cutting-edge
scenario
tools.
We’re creative storytellers. We use our visuals to tell unique, compelling, community-driven stories—so
everyone
taking
part
in
the
planning
process
understands
their
local
economic
story,
no
matter
their
life
experiences.
We make the complex human. We demystify tax codes, urban planning jargon, and municipal
finance
data,
allowing
all
stakeholders
to
clearly
understand
the
economic
impact
of
development
during
any
planning
process.
We’re pragmatic change makers. At our core, we believe that change happens through meaningful
conversations
in
which
everyone
can
participate.
We have an eye for design . Though we love numbers, we also speak the language of urban designers.
Our
approach
to
scenario
modeling
examines
communities
through
the
lens
of
design,
not
just
economics
and
data.
We’re pioneering the industry. We were the first firm to visualize a community’s value per acre
and
illustrate
the
impacts
of
land
use
on
municipal
economic
health
in
3D.
We
are
also
the
first
firm
in
the
world
to
visualize
the
cost
of
infrastructure
on
a
parcel
level,
city-wide,
in
3D.
We work all over the country and the world. We’re tax system experts, and we use our experience
to
help
you
innovate.
We
have
conducted
business
in
over
170
communities
and
42 states
in
the
United
States
and
communities
in
New
Zealand,
Canada,
and
Australia.
Data-driven Storytelling • urbanthree.com
Menifee, CA - Phase II 4
THE PEOPLE OF URBAN3 Joseph Minicozzi, AICP, Principal Joe Minicozzi will lead the team for this project and present the final results
in
a
public
setting
if
desired.
Under
Joe’s
leadership,
Urban3’s
work
in
pioneering
geospatial
representations
of
economic
productivity
has
prompted
a
paradigm
shift
in
understanding
the
economic
potency
of
urbanism
and
the
value
of
well-designed
cities.
Through
Joe’s
direction,
our
analysts
create
visualizations
to
provide
communities
with
the
resources
to
make
informed
decisions
about
future
development
and
its
financial
impacts.
Heather Worthington, Principal Heather Worthington is a principal at Urban3. She brings 25 years of leadership
experience
in
local
government
organizations,
most
recently
as
Director
of
Long
Range
Planning
in
Minneapolis,
where
her
team
led
the
creation,
engagement,
and
policy
adoption
of
the
Minneapolis
2040
Comprehensive
Plan.
Heather
brought
Urban3
to
Minneapolis
to
provide
data
visualization
in
conjunction
with
the
Minneapolis
2040
Planning
process,
as
well
as
to
address
deep
historic
disparities
caused
by
redlining,
zoning
and
land-use
policies
through
data
visualization
of
municipal
finance
and
planning.
Her
background
in
economic
development
includes
the
redevelopment
of
Minnesota’s
largest
Superfund
site,
the
Twin
Cities
Army
Ammunition
Plant,
a
250
acre
site
in
Ramsey
County.
Phillip Walters, Principal Phillip is a principal at Urban3, with a focus on software. He brings together
the
perspectives
of
economics,
data
analysis,
and
good
planning
to
find
usable
insight.
With
8 years
of
public
sector
experience
and
strong
analysis
skills,
he
endeavors
to
help
the
public
understand
the
underpinnings
of
how
land
use
decisions
will
change
their
future.
Phillip
will
manage
the
day-to-day
project
flow,
including
scheduling
all
client
calls,
meetings
and
milestones
with
the
analysts.
Adam Carr, AICP, Senior Analyst
Adam
has
experience
at
the
local
government
level
and
recognizes
social,
economic,
and
environmental
issues
that
places
face.
His
spatial
data
analysis
and
planning
expertise
provides
a
strong
foundation
for
considering
solutions
to
planning
and
development
challenges.
His
approach
is
to
help
communities
reach
their
goals
by
understanding
what
makes
them
special
and
by
evaluating
opportunities
to
grow
equitably
and
sustainably.
Data-driven Storytelling • urbanthree.com
Menifee, CA - Phase II 5
Leah Handwerger, Senior Analyst Leah had always been an advocate for the natural environment, but her
studies
forged
a
deep
fascination
with
the
relationship
of
the
human/built
environment
within
the
natural
world.
Leah
believes
mapping
is
a
vital
tool
to
help
visualize
this
relationship
and
appreciates
its
unique
intersection
as
both
art
and
science. Leah will be assisting the Chief Analyst to analyze data and create 3D visualizations.
Ti Decker, Senior Analyst Ti, who has a passion for public policy and spatial planning, focused his
graduate
studies
on
ecological
sustainability.
Their
most
recent
project
is
redesigning
the
downtown
area
of
Chicago
to
be
more
flood
resistant
with
nature-based
pollutants.
Ti
brings
systems-based
thinking
to
the
team
while
giving
the
perspective
of
ecological
sustainability
and
climate
change
to
projects. Gurleen Kaur, Analyst II Gurleen’s interests lie in urban economics, settlement sociology, and the
exploration
of
urban
fabrics
across
different
regions.
She
is
particularly
intrigued
by
the
intersection
of
urban
policy
and
data
analytics,
as
she
believes
that
leveraging
data-driven
insights
along
with
recognizing
the
intangible
aspects
of
human
settlements
can
lead
to
more
informed
decisions
and
better
social
outcomes
within
cities.
Jonathan Anzollitto, Analyst I Jonathan brings a unique blend of expertise in both city planning and technology.
After
spending
the
better
part
of
a
decade
in
the
tech
industry,
he
studied
to
become
an
urban
planner,
eventually
landing
here
at
Urban3.
This
combination
of
skills
informs
the
data-first
approach
he
employs
to
understand
how
cities
work.
His
areas
of
specialized
research
and
practice
include
form-based
zoning
codes,
transit-supportive
land
use
policy,
municipal
land
banking,
and
regional
governmental
systems. Rachel Frederiksen, Analyst I Rachel holds a Master of Science in Public Policy and Management from
Carnegie
Mellon
University,
where
she
concentrated
in
Urban
and
Regional
Economic
Development.
In
her
graduate
research,
she
explored
disparities
in
infrastructure
for
rural
and
agricultural
communities.
Prior
to
joining
Urban3,
Rachel
worked
with
the
Data-driven Storytelling • urbanthree.com
Menifee, CA - Phase II 6
Department of Performance Management and Innovation at the City of Minneapolis. Shea Bruer, Analyst I Shea has a passion for the intersection of multimedia storytelling, sustainable
communities,
and
geospatial
technology.
He
recently
graduated
from
Appalachian
State
University
with
a
B.S.
in
Community
and
Regional
Planning.
Prior
to
joining
Urban3
as
a
GIS
Tech,
Shea
was
a
Research
Assistant
at
Appalachian
State
conducting
an
exploratory
matched-pair
multiple
case
study
comparing
urban
planning
practices
in
the
Scottish
Highlands
and
Western
North
Carolina.
Andrew Fletcher, Analyst I Andrew has over a decade of experience with citizen-led advocacy, and
has
led
several
efforts
around
public
policy
reform
of
wide
variety
in
his
hometown.
With
a
background
in
Economics
from
University
of
North
Carolina
at
Asheville,
a
lifelong
love
of
maps,
and
over
twenty
years
in
a
music
and
performing
arts
career,
he
brings
a
keen
eye
to
research
and
storytelling
through
data
and
maps.
Other
passions
include
tactical
urban
placemaking,
strategic
approaches
toward
productive
civic
conversations
and
urban
homesteading.
Carolyn Frykberg, GIS Technician Carolyn has a strong interest in natural resource management and GIS solutions.
As
a
recent
graduate
of
A-B
Tech’s
Civil
Engineering
Technology
and
GIS
programs,
she
is
passionate
about
using
maps
to
facilitate
engaging
conversations
with
communities
about
their
connections
to
the
natural
world
and
how
those
connections
can
be
balanced
to
benefit
all.
Prior
to
Urban3,
Carolyn
coordinated
for
a
local
agricultural
non-profit
which
helped
build
relationships
between
local
businesses
and
small
farmers
in
Western
North
Carolina.
Brooke Bailey, Financial Analyst Brooke is a Financial Analyst at Urban3, where she channels her passion
for
making
local
government
budgeting
and
finance
accessible
and
understandable.
She
enjoys
turning
complex
financial
data
into
clear
visuals
and
narratives
that
help
communities
see the impact of land use, development, and public policy decisions. Before joining Urban3, Brooke spent over four years in the City
of
Largo,
Florida’s
Office
of
Performance
and
Budget,
where
she handled a wide range of financial projects and analysis.
Data-driven Storytelling • urbanthree.com
Menifee, CA - Phase II 7
Brooke Robinson, Graphics Specialist II Brooke enhances complex data findings into visually engaging maps, illustrations,
and
presentations.
She
endeavors
to
create
visuals
that
the
public
will
find
engaging
and
hopefully
motivational
for
taking
action
to
improve
our
built
environment.
Before
joining
Urban3,
Brooke
worked
as
a
graphic
designer,
GIS
analyst,
and
freelance
illustrator.
She
currently
resides
in
her
hometown
of
Atlanta,
Georgia.
Robert Robinson, Video & Graphics Specialist Robert specializes in helping people to understand how their human habitat
operates
behind
the
curtain,
particularly
through
2D
and
3D
animation.
Robert’s
work
at
Urban3
aims
to
contribute
to
business
development
through
brand
recognition
and
awareness,
to
educate
the
general
public
about
the
insights
Urban3
has
developed
through
its
work
in
cities
around
the
world,
and
to
advocate
for
specific
causes
related
to
land
use,
transportation,
and
municipal
economics.
Henry Walker, Business Development Administrator Henry comes to Urban3 after working for the Center for Economic Inclusion
in
St.
Paul,
MN,
where
he
supported
racial
equity
consulting
as
Consulting
Coordinator.
Before
that,
his
career
was
in
supportive
roles
in
affordable
housing
management
and
development
at
the
Habitat
Company
in
Chicago
and
the
Seattle
Housing
Authority.
Henry
brings
his
process
improvement
and
theatre
backgrounds
to
bear
on
the
Urban3
team,
helping
to
foster
collaboration
within
the
team
and
to
design
a
holistic
proposal
to
project
pipeline.
Data-driven Storytelling • urbanthree.com
Menifee, CA - Phase II 8
MENIFEE’S RETURN ON INVESTMENT ANALYSIS
PHASE 2: FISCAL REVIEW & FISCAL MAPPING As a next step in determining the long-term financial sustainability of the City, Urban3 will explore
a
Fiscal
Review
analysis,
on
a
departmental
level,
in
order
to
assist
policymakers,
City
staff,
and
the
community
of
the
City
of
Menifee
in
understanding
the
role
development
patterns
play
in
influencing
road
and
utility
costs.
This
project
phase
will
present
and
compare
the
recently
created
Revenue
Model
(Property
Taxes,
Sales
Taxes,
and
Fees)
with
a
cost
model
(All
relevant
infrastructure,
including
streets
and
pipes).
When
revenue
streams
are
netted
against
the
costs,
it
will
help
the
City
understand
the
net
position
of
the
community.
HOW IS INFRASTRUCTURE FUNDED?
STEP 1: FISCAL RESEARCH Urban3 will examine the sources and uses for City finances and catalog the mechanisms that
fund
local
services,
infrastructure,
and
capital
projects.
Our
particular
focus
will
be
on
public
goods
with
a
significant
cost
and
that
are
spatially
relevant.
This
invariably
leads
us
to
the
lifecycle
cost
of
the
infrastructure
model.
In our experience, we have found that community productivity is usually the opposite of perception
once
the
‘net’
position
is
modeled.
We
have
also
found
in
past
projects
that
perceived
revenue
sources
and
connections
differ
from
reality.
This
research
process
provides
a
clear
picture
of
the
sources
and
magnitudes
of
the
community’s
revenue
sources
and
cost
drivers.
We
will
leave
you
with
an
understanding
of
where
feedback
exists
between
land
use
choices
and
revenue
while
highlighting
how
infrastructure
is
actually
paid
for
by
the
City.
STEP 2: FISCAL REVIEW Our review process bundles various aspects of municipal accounting and cash flows, which are
usually
disaggregated,
with
fixed
infrastructures.
This
is
a
more
comprehensive
investigation
of
revenue
since
capital
revenue
can
be
opaque.
We
accomplish
this
through
a
combination
of
researching
published
materials
such
as
the
annual
budget,
capital
improvement
plan,
and
annual
financial
report.
In order to calibrate our model to the City of Menifee’s unique conditions, we will interview City
staff
to
understand
how
infrastructure
is
funded
and
the
local
cost
of
infrastructure.
STEP 3: INFRASTRUCTURE LIABILITY ANALYSIS The fixed infrastructure in a community such as a road network, the stormwater system, and water/wastewater
pipes
and
facilities
are
typically
its
largest
financial
obligation.
The
true
scale
of
that
obligation
can
be
obscured
by
accounting
practices
and
general
biases
Data-driven Storytelling • urbanthree.com
Menifee, CA - Phase II 9
ignoring their perpetual lifespan. For this procedure in the analysis, we will assemble, map, and
measure
all
the
available
sources
of
cost.
The
analysis
will
focus
heavily
on
the
road
network
since
it’s
likely
the
biggest
direct
liability
the
City
is
responsible
for.
We
will
also
include
utilities
and
spatially
relevant
operating
systems.
In
order
to
map
and
properly
account
for
these
elements
we
will
engage
in
some
data
correction
with
staff.
Typical
corrections
include
addressing
anomalies,
fixing
road
topology
issues,
and
preparing
street
and
pipe
data
for
analysis.
With an understanding of the physical quantity of the community’s infrastructure, we can then
seek
to
quantify
it
in
terms
of
the
revenue
needed.
Our
cost
methodology
differs
from
the
status
quo
Government
Finance
Officers
Association
(GFOA)
standards
and
incorporates
the
perpetual
lifecycle
costs
of
a
City.
Our
process
incorporates
the
relationship
between
development
and
the
infrastructure
that
serves
it
in
the
present.
We
look
at
the
long-term
lifecycle
cost
of
a
unit
of
infrastructure
broken
down
to
a
yearly
sum
over
that
period
and
incorporate
similar
asset
management
methodologies
in
practice
in
the
private
sector.
We
will
start
with
our
own
cost
coefficients
for
the
mapped
infrastructure
and
calibrate
them
with
input
from
staff.
Figure 3: Length and cost associated with different services in Covington, GA STEP 4: FISCAL MAPPING Urban3 will evaluate the fiscal sustainability of the City of Menifee’s development footprint.
The
analysis
will
determine
if
its
current
footprint
pays
for
itself
and
what
the
cash
flow
will
be
over
time
given
long-term
infrastructure
liabilities.
By
visualizing
which
land
use
and
development
types
contribute
to
revenue
and
required
spending,
we
will
leave
the
Data-driven Storytelling • urbanthree.com
Menifee, CA - Phase II 10
community with an understanding of the feedback between land use decisions and future cost
and
revenue
ramifications.
The analysis will include how the City’s revenue compares to the long-term maintenance, operations,
and
replacement
needs.
The
results
from
this
analysis
will
enable
a
data-driven
discussion,
allowing
the
City
to
use
data
when
considering
infill,
potential
annexation,
or
determining
what
types
of
development
to
incentivize.
The
land
use
conclusions
that
it
provides
will
serve
as
decision-making
tools
for
future
growth.
It
also
provides
the
materials
for
projecting
costs
for
the
City
of
Menifee’s
development
scenarios.
Figure above: Aggregated Cost and Revenue 3D Model for Oviedo, FL.
STEP 5: MUNICIPAL PRO FORMA TOOL Urban3’s Municipal Pro Forma Tool™ is an interactive Esri supported
add-on
which
enables
Menifee
staff,
decision
makers,
and
stakeholders
to
consider
the
key
financial
aspects
of
a
proposed
development
(revenues
and
costs
per
acre)
and
the
impacts
it
will
have
on
the
community's
long-term
fiscal
health.
The
Municipal
Pro
Forma
Tool™
l
provides
the
City
with
an
accurate
model
to
predict
infrastructure
and
service
costs
much
like
a
developer’s
pro
forma,
assisting
the
City
with
regulatory,
incentive
and
other
development
decisions.
By building on our revenue and cost analysis, and working iteratively
with
Menifee
staff,
we
will
customize
this
tool
utilizing
infrastructure
and
service
data
and
calibrate
it
to
your
specific
financial
and
administrative
needs.
Urban3
will
deliver
Data-driven Storytelling • urbanthree.com
Menifee, CA - Phase II 11
training to key City staff ensuring seamless integration with your existing ESRI products.
With
the
completed
tool
in
hand
the
City
can
evaluate
development
proposals
for
their
fiscal
impact
on
the
community
and
have
quick
summaries
of
any
developer
alternative
to
share
with
the
public
and
decision
makers.
Figure above and on previous page: Municipal Pro Forma Tool for Orange County, FL. 2025 PHASE 3: DEVELOPMENT SCENARIO PROJECTIONS & FINAL
PRESENTATIONS
Utilizing the revenue and land use insights from the prior
phases,
Urban3
will
model
the
potential
revenue
of
various
development
changes
for
up
to
three
sites
across
the
City
of
Menifee.
This
effort
provides
easy
to
digest
visual
context
to
fiscal
evaluations
of
ways
the
City
could
use
land
use
changes
to
improve
fiscal
sustainability.
HOW TO PLAN FOR YOUR COMMUNITY’S
FUTURE
FINANCIAL
HEALTH The results of our analysis of the City of Menifee will clearly demonstrate the economic potency
of
the
downtown
areas
within
the
City.
Because
of
the
scale
of
the
analysis,
you
will
be
able
to
see
the
economic
effects
of
varying
types
of
development
within
the
same
market.
Your
community
can
utilize
the
findings
from
the
study
to
inform
potential
adjustments
to
public
policy
to
maximize
both
the
downtown
area
and
the
City’s
fiscal
productivity.
Through our analysis, the City of Menifee will glean information about the development patterns
in
the
community,
leading
to
stronger
decision-making
based
on
the
public’s
Data-driven Storytelling • urbanthree.com
Menifee, CA - Phase II 12
return on investment. It is sometimes assumed that budget problems can be solved by creating
more
growth,
yet
more
growth
in
unproductive
patterns–more
cost
than
revenues–will
only
increase
economic
problems.
What
is
needed
is
an
approach
that
provides
transparency
regarding
the
cost
of
growth
and
long-term
obligations
to
create
a
healthy,
sustainable
fiscal
future
for
your
community
and
the
entire
City.
HOW WILL YOU SHARE THE ANALYSIS WITH OUR COMMUNITY? The goal of our work is threefold. First, the analysis will assist the City staff with policy recommendations
to
the
council
and
planning
commission
or
land
use-related
commissions.
Second,
Urban3
will
work
with
elected
and
appointed
officials
to
educate
them
in
cumulative
economic
thinking,
allowing
them
to
understand
the
true
costs
of
development
in
a
visual
way
as
they
make
policy
decisions.
Lastly,
we
will
present
our
final
models
to
the
broader
community
to
inform
their
understanding
of
the
true
costs
of
development
and
maintenance,
and
the
relationship
to
taxation.
At the conclusion of the project, Urban3’s Principal will deliver the results of the analysis in person.
We
will
rely
on
your
staff
to
help
coordinate
and
market
any
public
presentations.
You
know
your
community
best,
and
you
know
the
critical
audiences
that
need
to
be
engaged.
This
could
be
your
Chamber,
Neighborhood
Associations,
City
and
County
Leadership,
or
general
public
presentation.
Urban3’s
principal
can
also
conduct
workshops
with
staff
and/or
Planning
Commissioners.
WHAT WILL BE THE LASTING IMPACT OF THE ANALYSIS ON YOUR COMMUNITY?
The final deliverable will be an interactive report of the analysis findings. This document can be
put
on
your
City’s
website,
and
an
executive
summary
with
metrics
and
benchmarks
can
be
referred
to,
year
over
year.
Additionally, Urban3 will provide City of Menifee staff with 2D and 3D economic models of the
City.
These
will
be
delivered
as
an
ESRI
map
in
ArcGIS
format,
and
usable
by
GIS
staff.
● Citizens will understand the financial impact of varying development types on their City’s
current
and
future
budgets
as
they
provide
input
in
any
planning
process
● Elected officials will have a data-driven understanding of their City’s economic development
landscape,
enabling
them
to
make
informed
decisions
about
future
development
and
policy
● We will provide policy recommendations for creating a more fiscally sustainable approach
to
future
development
● A 3D model of your City’s property and sales tax revenues, that can be updated on an
annual
basis
Data-driven Storytelling • urbanthree.com
Menifee, CA - Phase II 13
PROJECT DELIVERABLES ● Introductory and data review working meetings for major budget items with staff. administration
or
governing
body
(1
meeting
per
major
budget
area
and
two
meetings
per
commissioner)
● Analysis of Menifee’s full budget and creation of graphics to share this information in a
format
that
your
community
can
easily
understand
● Visualization and analysis of revenues and expenditures in the existing budget and needed
spending
for:
○ Transportation Infrastructure ○ Stormwater Infrastructure ○ Water and Wastewater Infrastructure ● Visualization and analysis of scoped infrastructure lifecycle liabilities ● Analyses of the City of Menifee’s model of infrastructure maintenance obligations and
revenues
from
varying
development
patterns
● Analysis of long-term revenues and costs considerations for different development patterns
● Case Study of development decisions and infrastructure cost and revenue implications
● Municipal Pro Forma Tool in the hands of Menifee staff ● Selected site projections determined by Urban3 Analysts and City of Menifee staff ● 3 alternative growth patterns visualized and tabulated for impact on the City of Menifee
● Public Education Sessions, including presentations of the analysis to your community,
audiences
determined
by
the
City
of
Menifee
staff
(up
to
6 presentations
over
the
course
of
2 days).
● Brief visual report summarizing findings and materials for inclusion in larger planning effort
● The delivery of those models, including a full ESRI map, to all relevant City departments
FINAL BUDGET Task Position
Total
Fiscal Research & Cost Data Collection Financial Analyst $5,184
GIS Technician $1,896
Project Lead $2,700
Infrastructure Staff Data Meetings Financial Analyst $3,456 Analyst I $1,584
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Menifee, CA - Phase II 14
Cost Data Processing & Analytics Financial Analyst $7,776 Project Lead
$9,000
Analyst I $12,672
Economic Analysis & Graphic Creation Financial Analyst $7,776 Analyst I $11,880
Project Lead $3,600
Principal $2,648
Storyboarding Analyst I $1,782
Project Lead $1,350
Graphics Specialist $1,530
Principal $1,655
Scenario Projections Analyst I $12,672
Project Lead $5,400
Build Presentation Analyst I $13,464
Graphics Specialist $9,520
Principal $7,944
Municipal Pro Forma Tool Project Lead $9,000
Analyst I $4,752
Final Presentations (in-person) Principal $10,592
Final Report Analyst I $4,356
Graphics Specialist $3,060
Project Management Project Lead
$5,850
Administration Administrative $1,356
TASK TOTAL
$164,455
* Expenses are estimates and will be invoiced at actual cost. Expenses* $3,200
GRAND TOTAL
$167,655
Data-driven Storytelling • urbanthree.com
Menifee, CA - Phase II 15
PROPOSED TIMELINE*
*Data
collection
will
begin
at
contract
signing.
Since
the
timing
of
collecting
public
data
can
be
variable,
the
project
timeline
will
be
firmly
established
when
data
collection
is
complete.
Preparation: Data collection and virtual site visit Month 1: Model processing - merge and dissolve data Month 2-4: Cost model analytics Month 5-6: Municipal Pro forma calibration, storyboarding Month 7: Development Projections & Graphics Creation Month 8: Combine revenue & cost models for scenario projections, storyboarding Month 9: Presentation and final report delivery Data-driven Storytelling • urbanthree.com