Educational School Impact Fee Study

Location: Florida
Posted: Aug 28, 2026
Due: Sep 21, 2026
Agency: Lake County School
Type of Government: State & Local
Category:
  • A - Research and development
  • B - Special Studies and Analyses - Not R&D
  • R - Professional, Administrative and Management Support Services
  • U - Education and Training Services
Solicitation No: 26-0808-P-AR917
Publication URL: To access bid details, please log in.
Main

Agency
Lake County School Board
Status
Active
Fiscal Year
2027
Primary Contact
Angelita Russell
Title
Educational School Impact Fee Study
Secondary Contact
Kimberly Kilmartin
Number
26-0808-P-AR917
Tertiary Contact

Type
Request for Proposal
Department
Growth Planning
Online Submissions
Yes
Project Estimate
Piggyback Solicitation
No
Insurance Required
No
Bid Bond Required
No
Bid Bond Amount

Performance Bond Required
No
Performance Bond Amount

Construction Bond Required
No
Construction Bond Amount

Scope of Services
Lake County School Board Lake County School Board desires to establish a contract for the purpose and intent of updating the Educational School Impact Fee to assist in providing funding for new school facilities. Impact fees are an important source of revenue for the school district to use in funding the school facilities needed to keep pace with new residential growth.
Dates(All times are listed as EST )

Broadcast Date
8/18/2026 4:00 PM EST
Question End Date
9/6/2026 2:00 PM EST
Sample Due Date
Due Date
9/21/2026 2:00 PM EST
Bid Opening Date

Question End Date Reminder Notification
2 Day(s)
Sample Due Date Reminder Notification
0 Day(s)
Due Date Reminder Notification
2 Day(s)
Pre-Bid Meetings

Total: 1 (All times are listed as EST )
Date Time Mandatory Location
9/2/2026 9:00 AM No Wednesday, September 2, 2026 @ 9:00 AM EST. Via Zoom
Link: https://lake-k12-fl-us.zoom.us/j/87871619777?pwd=5M6C80k99CFb8KwvtkW7Swp7DifXx8.1
ID – 878-7161-9777
Passcode: 028267

Shortlist Meeting

Total: 1 (All times are listed as EST )
Date Time Location
9/30/2026 9:00 AM Lake County School District Office - Board RM.
201 W. Burleigh Blvd.
Tavares, FL 32778
Documents

Total: 11
Type Name Description File Type
Request for Proposal 260808PAR917 Educational Impact Fee Study Solicitation.pdf 26-20808-P-AR917 Impact Fee Study Solicitation PDF
Request for Proposal E 260808PAR917 Educational Impact Fee Study Required Package.pdf 26-0808-P-AR917 Impact Fee Study Required Pkt. PDF
Request for Proposal 260808PAR917 EXHIBIT A Rate Schedule.xlsx 26-0808-P-AR917 Impact Fee Study Rate Schedule Excel
Request for Proposal Agreement Copy Draft.pdf 26-0808-P-AR917 Impact Fee Study Draft agreement PDF
Addendum J 260808PAR917 Educ. Impact Fee Study Addendum 1.pdf 26-0808-P-AR917 School Impact Fee Study Addendum 1 PDF
Notice G 26080PAR917 Educational School Impact Fee Study PreProposal Notice.pdf 26-0808-P-AR917 School Impact Fee Study Pre-Proposal Meeting PDF
Addendum J 260808PAR917 Schedule of Events Addendum 2.pdf 26-0808-P-AR917 Impact Fee Study Addendum 2 PDF
Addendum 260808PAR917 Revision of Pg. 4 Section 1.5 1.6 Addendum 2.pdf 26-0808-P-AR917 Addendum 2 - Revision of Section 1.5& 1.6 pg 4 PDF
Notice G RFP260808AR917 School Impact Fee Study Revised Meeting Notice Via Zoom.pdf 26-0808-P-AR917 REVISED MEETING NOTICE- IMPACT FEE STUDY PDF
Addendum J 260808PAR917 Schedule of Events Addendum 3.pdf 26-0808-P-AR917 Impact Fee Study Addendum 3- Revision of Pre-Proposal Meeting Date/Time et. PDF
Addendum J 260808PAR917 Educ. Impact Fee Study Addendum 4.pdf 26-0808-P-AR917 Impact Fee Study Addendum 4 PDF
Quote/Bid


Zones
Total: 0
Zone

Groups
Total: 0
Group
Quote/Bid Items

Total: 0
# Required Group Make Model Description Quantity Unit of Measure Price/ Percent Type

Additional Quote/Bid Items Fields
Display Options Spreadsheet Section
No Display Image and Specifications Hyperlink Fields
No
Display Build Sheet File Upload Field
No Display Options File Upload Field
No
Require Build Sheet File to be Uploaded
No Require Options File to be Uploaded
No
Display Lead Time Field
No Display Standard Packaging Field
No
Delivery Date
None
Required Files to be Uploaded by the Vendor
None
Shipping
None
Terms and Conditions
None
Include Shipping in Price of Items
No
Display Bid Tabulation to Vendors
No
Display Vendor Submissions to Vendors
No
View Vendor Submissions while Bid Solicitation is Active
No
Allow Options File to be Updated after Due Date
No
Allow Post Due Date Submission
No
Questions & Answers

Total: 28
Question Date Asked Answer Date Answered
Hello, could you please let us know the time/date of the pre-submittal conference and if we are able to attend virtually? Thank you! 8/24/2026 7:41:04 PM Refer to Addendum 1 8/25/2026 10:17:34 PM
•        Under Tab 1, Section H requests we “provide all names, titles, address, telephone numbers and email addresses”. Who should we provide those details for?
•        Are we able to use Lake County as a reference?
•        Can you clarify what you mean by an organization chart of administration staff? Do you mean the personnel who will work on the project, or the firm’s overarching organization?
8/25/2026 7:44:05 AM Refer to Addendum 1 8/25/2026 10:18:03 PM
The Purpose & Background section references the approval of an Alternative Impact Fee Study as a factor prompting this review. Will that study be made available to respondents, or to the awarded consultant? 8/25/2026 1:42:01 PM
Subtask 3.1 refers to enrollment trends since the 2019 Study, while Subtasks 3.2, 3.3, and 3.5 use the 2023 Study as the comparison baseline. Which baseline should the enrollment trend analysis use? 8/25/2026 1:42:13 PM
Will the underlying data files, spreadsheets, and GIS files supporting the 2023 Study be provided to the awarded consultant? 8/25/2026 1:42:23 PM
Section 5.50 addresses subcontracting. May a respondent include a subconsultant`s project experience and references toward the Past Performance & Similar Clients criterion in Section 4.2? 8/25/2026 1:42:38 PM
May subconsultant personnel be included in the organizational chart and staff qualifications submitted under Tab 2, and be scored under the Staff Professional Qualifications criterion? 8/25/2026 1:42:58 PM
Task 1 states the Consultant will meet with key members of LCS and, as necessary, with County staff. Which Lake County departments should respondents assume will participate in data delivery and review? 8/25/2026 1:43:21 PM
Section 3.2 prescribes the tabbed order for proposals. Are there page limits, font requirements, file format requirements, or file naming conventions for the submittal? 8/25/2026 1:43:36 PM
Tab 4 and Section 5.21 reference a Proposal Price Sheet. Is Exhibit A – Rate Schedule the Proposal Price Sheet, and where should the payment discount terms required by Section 5.21 be stated? 8/25/2026 1:43:59 PM
Section 4.2 lists evaluation criteria including Time Frame to Complete Study, Legal Challenges and Outcomes, Information Required from the District to Perform the Study, Student Generation Rate Analysis, and Tiered Unit Analysis Approach. May respondents address these within Tab 3 – Scope of Services, or does the District prefer a separate tab? 8/25/2026 1:44:17 PM
Under the Legal Challenges and Outcomes criterion, should respondents address the litigation disclosure described in Tab 2, challenges to impact fee studies previously prepared by the respondent, or both? 8/25/2026 1:44:29 PM
Section 2.1 states that a draft technical report will be provided approximately 12 weeks after the kick-off meeting; the task table lists Submittal of Draft Report on April 1, 2027. Which date should respondents schedule to? 8/25/2026 1:44:39 PM
Section 5.3 provides an initial contract period of one year, and the Section 2.1 schedule runs through the August 2027 BOCC workshop and hearing. Will the resulting agreement include renewal or extension provisions? 8/25/2026 1:44:47 PM
The sample Agreement for Services (LCS-V011625) contains alternate provisions at Sections 2 and 3 (Term; Termination) and at Sections 8 and 9 (Indemnification), with the second of each pair designated "Professional Services Only." Which provisions will apply to this engagement? 8/25/2026 1:45:04 PM
Section 4.2 provides for optional interviews or presentations from a short list. If held, will they occur on September 21, 2026, and will they be conducted in person in Tavares or virtually? 8/25/2026 1:45:14 PM
Subtask 3.4 states that LCS staff will provide student enrollment data. Will the District provide geocoded or address-level student records, and will parcel and residential unit data be supplied by the District or obtained by the consultant from Lake County? 8/25/2026 1:45:25 PM
Subtask 3.4 describes tiering of student generation rates by unit square footage "as requested by LCS." Is the tiered unit analysis within the base scope, or an Additional Service under Task 6? 8/25/2026 1:45:32 PM
Task 5 anticipates a kick-off meeting, staff review meetings, School Board meetings, and Lake County meetings. How many meetings should respondents assume, and how many of those should be assumed to be in person? 8/25/2026 1:45:43 PM
Task 2 states that Advisory Committee meetings will be coordinated by Lake County staff, with the Consultant facilitating if requested. How many Advisory Committee meetings should respondents assume for pricing? 8/25/2026 1:45:53 PM
What format and quantity of deliverables does the District require for the Draft and Final Technical Reports? 8/25/2026 1:46:05 PM
Should Exhibit A be completed as a lump sum not-to-exceed total, or as hourly rates applied to estimated hours with billing at actual hours worked? 8/25/2026 1:46:15 PM
Tab 4 states that payment will be made monthly based on percent completion of the project as a whole; Subtask 4.2 A and C describe hourly-rate invoicing and permit bundled billing entries only where a lump sum award is approved. Which invoicing basis will apply to this award? 8/25/2026 1:46:24 PM
May respondents add or rename labor categories on Exhibit A to correspond to their staffing structure, and should the task description rows correspond to Tasks 1 through 6 in Section 2.1? 8/25/2026 1:46:33 PM
Should travel and reimbursable expenses be included in the Total Project Budget on Exhibit A, or listed separately? 8/25/2026 1:46:42 PM
Has the District established a budget or estimated cost range for this engagement? 8/25/2026 1:46:51 PM
Following the August 2027 BOCC workshop and hearing, is consultant support at County adoption hearings included within Task 5, or would it be requested as an Additional Service under Task 6? 8/25/2026 1:47:00 PM
If the adopted fee schedule is subsequently challenged, would consultant support or expert testimony be requested as an Additional Service under Task 6? 8/25/2026 1:47:14 PM
Commodity Codes

Total: 9
Code Description
[918-90] Strategic Technology Planning and Consulting Services
[918-92] Urban Planning Consulting
[906-64] Planning, Urban (Community, Regional, Area wide, and State)
[958-39] Financial Management Services
[958-85] Soil and Land Management Services (Including Testing, Protection, Preparation, Planning, etc.)
[946-33] Collection Services, Financial Debt
[946-48] Financial Advisor
[946-49] Financial Services (Not Otherwise Classified)
[952-42] Family Planning
Publications

Total: 0
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