4-Attachment B-Scope of Work for Wasatch Highlands Preliminary Municipality Feasibility Consultant.docx

SCOPE OF WORK: FEASIBILITY CONSULTANT FOR A PROPOSED PRELIMINARY MUNICIPALITY INCORPORATION KNOWN AS WASATCH HIGHLANDS

Office of the Utah Lieutenant Governor February 23, 2026

1. Executive Summary

The Office of the Lieutenant Governor (OLG) is seeking a highly qualified consultant or consulting firm (the Vendor) to conduct feasibility studies of proposed preliminary city/town incorporation in the State of Utah submitted to the OLG.

This scope of work (SOW) outlines the requirements of a feasibility study, modified feasibility study, and the Vendor’s obligation to give a presentation(s) for a public hearing(s) after the completion of the study.

2. Scope of Services & Requirements

2.1. The Vendor shall conduct and prepare a written feasibility study and any additional supplemental feasibility studies that meet the requirements of Utah Code Annotated §10-2a-504 and the requirements listed below:

2.1.1. An analysis of the likely population and population density within the proposed preliminary municipality area when all phases of the map or plat for the proposed preliminary municipality area are completed.

2.1.2. An analysis of the population and population density of the area surrounding the proposed preliminary municipality area on the day on which the feasibility request was submitted.

2.1.3. An analysis regarding whether sufficient water will be available to support the proposed preliminary municipality area when the development of the area is complete.

2.1.4. An analysis of the following, determined as if, at the time of the analysis, the proposed preliminary municipality area is incorporated as a town with a population of 100 people:

a. The initial and projected five-year demographics and tax base within the boundaries of the proposed preliminary municipality area and the surrounding area, including household size and income, commercial and industrial development, and public facilities.

b. Subject to subsection UCA 10-2a-504(3)(b), the initial and five-year projected cost of providing municipal services to the proposed preliminary municipality area, including administrative costs.

c. Assuming the same tax categories and tax rates as imposed by the county and all other current service providers at the time during which the feasibility consultant prepares the feasibility study, the initial and five-year projected revenue for the proposed preliminary municipality area.

d. The risks and opportunities that might affect the actual costs described in UCA 10-2a-504(3)(a)(ii)(B) or the revenues described in UCA 10-2a-504 (3)(a)(ii)(C) of the proposed preliminary municipality area;

e. New revenue sources that may be available to the proposed preliminary municipality area that are not available before the area incorporates, including an analysis of the amount of revenues the proposed preliminary municipality area might obtain from those revenue sources;

f. The projected tax burden per household of any new taxes that may be levied within the proposed preliminary municipality area within five years after incorporation as a town;

g. The fiscal impact of the proposed preliminary municipality area's incorporation as a town on unincorporated areas, other municipalities, special districts, special service districts, and other governmental entities in the county;

2.1.4.1. When calculating the projected costs described in Section 2.1.4., the Vendor shall:

2.1.4.1.1. Assume the proposed preliminary municipality area will provide a level and quality of municipal services that fairly and reasonably approximate the level and quality of municipal services that are provided to the area surrounding the proposed preliminary municipality area at the time the feasibility consultant conducts the feasibility study.

2.1.4.1.2. Consider the amount it would cost the proposed preliminary municipality area to provide the municipal service for the first five years after the area incorporates as a town and the proposed or current municipal service provider's initial and five-year projected cost of providing the municipal service after the proposed preliminary municipality area incorporates as a town.

2.1.4.1.3. Account for inflation and anticipated growth.

2.1.5. If the five-year projected revenues calculated under UCA 10-2a-504 (3)(a)(ii)(C) exceed the five-year projected costs calculated under Subsection UCA 10-2a-504 (3)(a)(ii)(B) by more than 5%, the feasibility consultant shall project and report the expected annual revenue surplus to the primary sponsor contact and the lieutenant governor.

2.1.6. Except as provided in UCA 10-2a-504 (5)(b), if the results of the feasibility study, or a supplemental feasibility study described in Section 10-2a-505, show that the average annual amount of revenue calculated under UCA 10-2a-504 (3)(a)(ii)(C) does not exceed the average annual cost calculated under UCA 10-2a-504 (3)(a)(ii)(B) by more than 5%, the process to incorporate the area that is the subject of the feasibility study or supplemental feasibility study may not proceed.

2.1.7. Except as provided in Subsection UCA 10-2a-505(3), the process to incorporate an area described in Subsection UCA 10-2a-504 (5)(a) may proceed if a subsequent supplemental feasibility study conducted under UCA 10-2a-505 for the proposed incorporation demonstrates compliance with Subsection UCA 10-2a-504 (5)(a).

2.1.8. If the results of the feasibility study or revised feasibility study do not comply with UCA 10-2a-504(5), and if requested by the sponsors of the request, the feasibility consultant shall, as part of the feasibility study or revised feasibility study, make recommendations regarding how the proposed preliminary municipality area may be altered to comply with Subsection (5), unless the sponsors are precluded from modifying the feasibility request under Subsection 10-2a-505(3)

2.2. The Vendor shall consult with the following entities before submitting a written draft of the feasibility study:

2.2.1. If the proposed municipality will include lands owned by the United States federal government, the entity within the United States federal government that has jurisdiction over the land;

2.2.2. If the proposed municipality will include lands owned by the state, the entity within state government that has jurisdiction over the land;

2.2.3. Each entity that provides, or is proposed to provide, a municipal service to a portion of the proposed preliminary municipality area; and

2.2.4. Each other special service district that provides, or is proposed to provide, services to a portion of the proposed preliminary municipality area.

2.3. The Vendor shall submit a written draft of the feasibility study to the OLG and each entity with whom the Vendor is required to consult under Section 2.2. within 90 calendar days after the day the contract with the OLG is executed and goes into effect.

2.3.1. The Vendor shall allow the OLG and each entity with whom the Vendor is required to consult under Section 2.2. to review and provide comment on the draft

2.4. The Vendor shall submit a final written feasibility study, including a one-page summary of the results, to the following entities and individuals within 120 calendar days after the day the contract with the OLG goes into effect:

2.4.1. The OLG;

2.4.2. The county legislative body of the county in which the proposed preliminary municipality area is located;

2.4.3. The contact sponsor of the preliminary municipality; and

2.4.4. Each entity with whom the Vendor is required to consult under Section 2.2.

2.5. The Vendor shall attend a public hearing and any subsequent public hearings, present the feasibility study’s conclusions, and respond to questions from members of the public.

2.5.1. The public hearings will be held no later than 60 calendar days after the Vendor submits the final written feasibility study to the entities and individuals described in Section 2.4.

2.5.2. The locations, dates, and times of the public hearings will be determined by the OLG. The public hearings will be held within or near the boundaries of the proposed municipality, and each public hearing will be scheduled for approximately two hours.

2.5.3. At the discretion of the OLG, the public meetings may be held digitally if public health concerns or restrictions regarding large gatherings are existent.

2.6. Under UCA 10-2a-505 if a modified feasibility request is filed the Vendor shall:

2.6.1. Submit a draft of the supplemental feasibility study to each applicable person with whom the feasibility consultant is required to consult under UCA 10-2a-504(3)(c) within 30 days after the day on which the feasibility consultant is engaged to conduct the supplemental study.

2.6.2. Allow each person to whom the consultant provided a draft under Section 2.2 to review and provide comment on the draft

2.6.3. Submit a completed supplemental feasibility study, to the following within 45 days after the day on which the feasibility consultant is engaged to conduct the feasibility study to OLG, the county legislative body of the county in which the incorporation is proposed, the primary sponsor contact, and each person to whom the consultant provided a draft under Section 2.2

3. Requirements

In accordance with Utah Code Annotated § 10-2a-504(2)(b), the Vendor must meet the following requirements to be considered for the solicitation:

3.1. The Vendor has expertise in the processes and economics of local government. The Vendor must provide a list of qualifications that highlight its expertise.

3.2. The Vendor is not affiliated with the County in which the feasibility study request takes place; and

3.3. The Vendor is not affiliated with the sponsors of the feasibility study request image1.png