15-ToPB Impact Fee Study Scope.pdf
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- Attached to
- Impact and Mobility Fee
- Solicitation number
- RFP No. 2026-003
- Issued by
- Palm Beach County, Florida
About this file
Summary
This is a Request for Qualifications (RFQ) Scope of Work document for the Town of Palm Beach, Florida, seeking qualified consulting firms to provide impact and mobility fee study services. The Town requires an updated impact-fee study to ensure that new development pays its proportionate share of capital facility costs in compliance with Florida law and case law, with fees that are defensible, transparent, legally compliant, and aligned with the Town's growth, infrastructure, and fiscal plans. The scope encompasses a comprehensive six-task project including project initiation and data gathering, demand and level of service analysis, cost component and credit/offset analysis, fee calculation and schedule development, implementation strategy and policy review, and final report deliverables. Key deliverables include an updated fee schedule, model ordinance amendments if needed, implementation guidance, presentations to Town staff and decision-makers, editable spreadsheet models for future updates, and training sessions for staff. The project is scheduled for completion over approximately 24 weeks, with milestone reviews at weeks 0, 4, 8, 12, 16, 17, 20, 21, and 23-24, and a non-mandatory pre-proposal conference will be held virtually via Microsoft Teams to allow bidders to seek clarification from the Project Manager and Town staff.
The Town intends to select one applicant firm capable of providing impact and mobility fee consulting services on an as-needed, continuing basis rather than for a single engagement. Proposals must be submitted online through Euna, the Town's eProcurement platform. Award will be made to the proposer offering the best value to the Town, with the Town reserving the right to reject any or all proposals, waive non-material irregularities, or re-advertise. The scope assumes the Town will provide timely access to existing data including capital improvement plans, budgets, and growth projections; covers traditional impact-fee methodology for the Town's jurisdiction only; and excludes major policy changes such as tax increment financing or non-development revenue modeling, with potential scope and cost adjustments if new land-use categories or supplemental facility types such as stormwater or climate adaptation are added.
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TOWN OF PALM BEACH
RFQ No. 2026-003
Impact and Mobility Fee
1. Background & Purpose
The Town requires an updated impact-fee study to ensure that new development is paying its proportionate share of capital facility costs (consistent with Florida law and case-law) and that fees are defensible, transparent, legally compliant and aligned with the Town’s growth, infrastructure, and fiscal plans. This study will replace, update or supplement existing fee schedules and support policy decisions on impact fees.
2. Goals & Objectives
Key objectives of the impact-fee study should include:
2.1. Review of existing fee schedules, ordinance language, benefit districts, fee-collection process and administrative practices.
2.2. Identification of Town capital facilities and service areas that new development demands and uses (e.g., transportation/roads, parks & recreation, public buildings, fire/rescue, law enforcement, libraries).
2.3. Assessment of level of service (LOS), cost-of-service, demand generation (by land use type), credit/offsets and benefit zones for each facility category.
2.4. Development of updated impact-fee calculations by land-use category (residential, non-residential) and unit of measure (e.g., per dwelling unit, per square foot, per employee).
2.5. Verification that fees meet the “rational nexus” and “rough proportionality” tests (i.e., new growth’s impact and the Town’s capital cost) under Florida Statutes.
2.6. Preparation of updated fee schedules, model ordinance amendments if needed, implementation guidance, and presentation to Town staff/decision-makers.
2.7. Determination of the appropriate impact fees (e.g. mobility fee, infrastructure fee) to assist in funding public infrastructure improvements resulting from the impacts of new development.
2.8. Development of a methodology for utilizing impact fees as a mitigation tool in transportation concurrency management to maintain the adopted LOS for roads.
3. Key Tasks & Deliverables
Breakdown of major tasks and deliverables:
3.1. Task 1: Project initiation & data gathering
3.1.1. Kick-off meeting with Town staff to confirm scope, schedule, deliverables and expectations.
3.1.2. Gather existing ordinance/fee schedule documents (e.g., TOPB Master Fee Schedule 2026). Town of Palm Beach+1
3.1.3. Collect capital facility inventories (Town-owned/operated), current level of service metrics, growth projections (residential units, commercial sq ft), and historical fee revenue/collection.
3.1.4. Review architecture of benefit districts (if any) and how Town has applied past fees.
3.1.5. Review relevant Florida statute/regulations and case-law for impact fees (e.g., precedents in county jurisdiction).
3.1.6. Review of the adopted Town of Palm Beach 2024 Comprehensive Plan.
3.1.7. Review of Chapter 30, Town Code of Ordinance, Consistency and Concurrency Management System.
3.2. Task 2: Demand & level of service (LOS) analysis
3.2.1. Determine service areas and benefit zones for each capital facility category.
3.2.2. Establish appropriate LOS metrics for each facility type (e.g., square feet of library per resident, lane-miles of road per vehicle-mile traveled, parks acres per capita).
3.2.3. Project future demand generated by new development over an agreed forecast horizon (e.g., 10-20 years).
https://www.townofpalmbeach.com/DocumentCenter/View/4781/Composite-Fee-Schedule-Master-List?utm_source=chatgpt.com
3.2.4. Calculate demand generation rates by land use type (residential: single family, multi-family; non-residential: office, retail, industrial etc.).
3.3. Task 3: Cost component & credit/offset analysis
3.3.1. Inventory existing capital facilities and planned capital improvements needed to serve future growth.
3.3.2. Determine unit cost of facilities (e.g., cost per dwelling unit or per square foot) required to support growth.
3.3.3. Identify and quantify credits/offsets (e.g., contributions, impact fee credits, existing capacity, in-lieu payments) so that fees don’t double-charge. (See county example in Palm Beach County’s study.) Palm Beach County+1
3.3.4. Ensure costs reflect only new facilities or expansions needed for growth (not existing deficiencies). (See Florida law/County Article 13). Palm Beach County Government+1
3.4. Task 4: Fee calculation & schedule development
3.4.1. For each facility category, apply formula: Fee = (Demand generation by unit) × (Cost per unit) – Credit/Offset.
3.4.2. Segment fees by land-use type (residential/non-residential) and by unit (DU, square foot, employee).
3.4.3. If appropriate, analyze and recommend benefit districts/zones (e.g., beachfront vs inland, special growth areas) where fees may differ.
3.4.4. Provide recommended fee schedules for adoption, including transitional provisions or indexation (annual adjustments).
3.5. Task 5: Implementation strategy & policy-review
3.5.1. Review the Town’s ordinance and administrative processes; identify recommendations for amendments (if any) to ensure legal compliance (notice, credits, appeals, trust fund handling).
https://discover.pbcgov.org/pzb/administration/Documents/Palm%20Beach%20County%20IF%20Update_DRAFT%20Rpt%203-22-2022.pdf?utm_source=chatgpt.com https://www.pbcgov.com/uldc/pdf/Article13.pdf?utm_source=chatgpt.com https://www.pbcgov.com/uldc/pdf/Article13.pdf?utm_source=chatgpt.com
3.5.2. Develop administrative guidance: how fees will be collected, tracked, expended, credited, reconciled, appealed.
3.5.3. Present findings and recommendations to Town staff and to Town Council/Commission. Deliver a presentation(s) and public-friendly summary report.
3.5.4. Provide draft resolution/ordinance language for adoption of new fees.
3.5.5. Provide a timeline for implementation and transition from current fees to new fees (if applicable).
3.6. Task 6: Final report & deliverables
3.6.1. Provide a comprehensive report documenting methodology, data sources, assumptions, calculations, fee schedules, benefit zones, credits, administrative recommendations.
3.6.2. Provide summary (executive) report suitable for policy makers.
3.6.3. Provide spreadsheets/models (editable) so the Town can update fees in future.
3.6.4. Provide final adopted fee schedule document (for insertion into Master Fee Schedule).
3.6.5. Provide training or briefing session for Town staff (optional as agreed).
4. Schedule & Milestones
4.1. Project Kick-off (Week 0)
4.2. Data collection & review (Weeks 1-4)
4.3. Demand & LOS analysis (Weeks 5-8)
4.4. Cost/credit analysis (Weeks 9-12)
4.5. Fee model development & scenarios (Weeks 13-16)
4.6. Staff review & interim presentation (Week 17)
4.7. Draft report preparation (Weeks 18-20)
4.8. Stakeholder/public presentation (Week 21)
4.9. Final report & deliverables (Week 22)
4.10. Implementation planning and ordinance adoption (Week 23-24) (Adjustable based on Town’s schedule.)
5. Assumptions & Scope Limitations
5.1. The Town will provide access to existing data (capital improvement plans, budget, growth projections) in a timely fashion.
5.2. The study will not cover major policy changes such as tax increment financing or non-development revenue modeling — scope is limited to traditional impact-fee methodology.
5.3. If new land-use categories or major supplemental facility types (e.g., stormwater, climate adaptation) are to be added, scope and cost may need adjustment.
5.4. The model is developed for the Town’s jurisdiction (not county wide) and assumes that fees will apply only to Town-mandated infrastructure for which the Town is financially responsible.
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