HomeMy WebLinkAbout2016-12-13 - AGENDA REPORTS - SD ANNUAL LEVY ADMIN CONTR (2)Yl
Agenda Item• 6
CITY OF SANTA CLARITA
Q) AGENDA REPORT
CONSENT CALENDAR
CITY MANAGER APPROVAL: fAl
DATE: December 13, 2016
SUBJECT: AWARD OF SPECIAL DISTRICT ANNUAL LEVY
ADMINISTRATION CONTRACT TO WILLDAN FINANCIAL
SERVICES
DEPARTMENT: Neighborhood Services
PRESENTER: Darin Seegmiller
RECOMMENDED ACTION
City Council:
1. Award a one-year contract to Willdan Financial Services to administer the Annual Levy of
Special Districts in the annual base amount of $46,600, and authorize an annual contingency
of $4,660, for a total amount not to exceed $51,260.
2. Authorize the City Manager or designee to execute all contracts and associated documents, or
modify the awards in the event that issues of impossibility of performance arise, and execute
all documents subject to City Attorney approval.
3. Authorize the City Manager or designee to execute up to four additional one-year renewal
options beginning in year two, not to exceed the annual bid amount plus contingency and
Consumer Price Index (CPI) adjustments, upon request of the consultant.
The City of Santa Clarita (City) uses a consultant to perform services specific to the management
of Special Assessment Districts under the provision of the Landscape and Lighting Act of 1972,
Benefit Assessment Act of 1982, Articles XIIIC and XIIID of the California Constitution,
Chapter 15.50 of the Santa Clarita Municipal Code, the California Health and Safety Code
Section 5471, and Proposition 218.
The City currently administers five Special Assessment Districts and one Stormwater Fee
District. The Landscape Maintenance District (LMD) consists of 55 financially independent
zones. The Drainage Benefit Assessment Areas (DBAA) are located throughout the City and
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were established to fund the maintenance of various drainage improvements. The Streetlight
Maintenance District (SMD) was established to collect funds to cover the expenses for energy
and maintenance of streetlights in the City.
The Open Space Preservation District was established to provide funds to acquire, preserve,
improve, and maintain parks, parkland and open space within and around the perimeter of the
City of Santa Clarita. The Golden Valley Ranch Open Space Maintenance District was formed
as a condition of the approval of the Golden Valley Ranch development and funds the
maintenance of approximately 920 acres of natural, undeveloped space. Finally, the City of
Santa Clarita Stormwater Pollution Prevention Fee is levied per Chapter 15.50 of the Santa
Clarita Municipal Code and the California Health and Safety Code Section 5471.
To secure professional services for administration of the annul levy of the City's Special
Districts, the City's Purchasing staff published a Request for Proposal (RFP) NS 16-17-08 on
October 5, 2016, on PlanetBids. hi total, 22 vendors downloaded the RFP, with two firms
submitting proposals that included Willdan Financial Services and Harris and Associates.
Staff from the City's Finance and Special Districts' operations reviewed and scored the
proposals using evaluation criteria that focused on each firm's recent experience, quality and
experience of personnel, and thoroughness of the proposal. hi reviewing these proposals staff
found both to be well prepared, with each demonstrating their respective firm being capable of
providing annual levy services for the City.
In evaluating each proposal Willdan Financial Services received the highest score based on their
technical expertise and identified resources required to successfully manage the City's annual
levy process. Willdan Financial Services has 28 years of experience providing special district
administration services and has client agencies that include Los Angeles County, the City of
Irvine and Ventura, and the Metropolitan Water District of Southern California.
ALTERNATIVE ACTION
Other action as determined by the City Council.
FISCAL IMPACT
There is no impact to the General Fund. Sufficient funds for this purpose were appropriated as
part of the Fiscal Year 2016-2017 Budget.
ATTACHMENTS
Willdan Financial Services Proposal (available in the City Clerk's Reading File)
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Vendor
Location
Cost
Proposal 1 (Recommended)
Willdan Financial Services
Temecula, CA
$46,600
Proposal 2
Harris & Associates
Irvine, CA
$51,520
Staff from the City's Finance and Special Districts' operations reviewed and scored the
proposals using evaluation criteria that focused on each firm's recent experience, quality and
experience of personnel, and thoroughness of the proposal. hi reviewing these proposals staff
found both to be well prepared, with each demonstrating their respective firm being capable of
providing annual levy services for the City.
In evaluating each proposal Willdan Financial Services received the highest score based on their
technical expertise and identified resources required to successfully manage the City's annual
levy process. Willdan Financial Services has 28 years of experience providing special district
administration services and has client agencies that include Los Angeles County, the City of
Irvine and Ventura, and the Metropolitan Water District of Southern California.
ALTERNATIVE ACTION
Other action as determined by the City Council.
FISCAL IMPACT
There is no impact to the General Fund. Sufficient funds for this purpose were appropriated as
part of the Fiscal Year 2016-2017 Budget.
ATTACHMENTS
Willdan Financial Services Proposal (available in the City Clerk's Reading File)
Page 2
Packet Pg. 31
Annual Levy of
Special Districts
WrWILLDAN
/W I LLDAN
FINANCIAL SERVICES
November 14, 2016
Purchasing
City of Santa Clarita
23920 Valencia Boulevard
Santa Clarita, California 91355
Re: Technical Proposal to Conduct the Annual Levy of Special Districts for the City of Santa Clarita
To Whom It May Concern:
For fiscal year 2016/2017, the City of Santa Clarita levied over $25 million to over 63 Districts/Zones. This special
district revenue will be used to fund the maintenance of various improvements, landscaped facilities and
streetlights; energy costs; the acquisition, preservation, improvement and maintenance of parks and open space;
and prevention of stormwater pollution, to name a few. For over 6 years, Willdan Financial Services ("Willdan")
has assisted the City with the annual administration of these special districts.
As part of the City's continuing efforts to ensure they receive the best and most cost-effective assistance, a
solicitation to evaluate firms providing annual administration services has been released. Willdan is pleased to
submit the following proposal to City identifying leading experts in the field of special district administration,
formation and re-engineering, the most advanced special district administration software, and a depth of
resources and customer service unmatched in the industry at a competitive fee.
Since our inception on June 24, 1988, Willdan Financial Services was founded on the premise of providing the
items listed in the scope of services at an advanced level of customer support. In fact, our District Administration
Services ("DAS") group has over 30 employees wholly dedicated to providing ongoing special district
administration services for local agencies throughout the state of California. The following are a few examples
that make us uniquely equipped to continue to provide these services to the City.
Depth of Administration Experience — Willdan's DAS group provides professional consulting services to 200
agencies located throughout 43 counties, which encompasses 1,562 special districts that in total were
levied over $690 million for fiscal year 2016/2017. As a result, our staff possesses a high level understanding
of the special issues and challenges local government agencies face. This in-depth understanding allows us to
assist our clients by producing "custom tailored" solutions to overcome challenges pertinent to their community;
thus allowing us to bring an unmatched level of effectiveness and responsiveness to this engagement.
Proposition 218 Defensibility— Since the passage of Proposition 218 in November of 1996, greater focus has
been placed on assessment methodologies, determination of benefit, and corresponding assessments. Willdan
has prepared hundreds of levy reports implementing various assessment methodologies tailored to the specific
attributes of the districts. As such, we understand our clients' concerns with respect to the legality of assessments
and have years of unmatched experience in developing and implementing appropriate assessment strategies.
We are fortunate to be in a position in which our knowledge will provide a tremendous benefit to the City.
Intimate Knowledge of the City of Santa Clarita — Since 2010 Willdan has provided special district
administration, formation and annexation services to the City. Our staff possesses unmatched firsthand
knowledge of mechanisms specific to the City, such as the consolidation of the Landscape Maintenance
Districts/Zones levy submittal to the County of Los Angeles, in order to free up Fund Numbers for the City to use
on new districts while still having the capability to track these Districts/Zones as separate entities in our proprietary
software system. This practice allows Willdan to provide separate reportings for these areas without data
manipulation. We will continue to leverage our knowledge of your operations and key staff to facilitate and
expedite the requested services. The longevity of our relationship with the City will allow Willdan to conduct this
engagement in a cost-effective and efficient manner. Continuing this partnership also allows City staff to focus its
time on direct City operations, rather than training consultants on the nuances of the City's special districts.
Tenured Core Team — Willdan understands that consistency of staff designated as "key" to a project is vital. Our
approach to each project involves bringing together a committed core team to be responsive to our clients' needs
to form a cohesive and flexible unit. For that reason, we have assembled the same City of Santa Clarke tenured team
consisting of Senior Project Manager Stacee Reynolds, Senior Project Analyst Pauline Nguyen, and Principal
Consultant Jim McGuire. These individuals will continue to provide a depth of experience and stability that will
successfully fulfill the City's desired work performance.
Engineering and Planning I Energy Efficiency and Sustainability I Financial and Economic Consulting I National Preparedness and Interoperability
800.755.68641 fax: 951.587.3510 1 27368 Via Industr a, Suite 200, Temecula, CA 92590 1 www.villdan.com
Purchasing, City of Santa Clarita
Proposal to Conduct the Annual Levy of Special Districts
November 14, 2016
Page ii
To
satisfy the
instructions
outlined within
the City's
Request
for Proposals
(NS -16-17-08),
the table below contains
the
requested
firm contact
information.
27368 Via Industria, Suite 200
Temecula, California 92590
Tel #:(800)755-6864/(951)587-3500
Fax #:(888)326-6864/(951)587-3510
www.willdan.com
I am confident that the attached proposal clearly demonstrates that Willdan and our assigned staff members have
the exact core competencies, depth of resources, experience, and capabilities required to conduct the City's
engagement, with the highest level of professionalism. If you wish to discuss any aspect of this proposal, please
contact Ms. Reynolds at (951) 587-3551 or via email at sreynolds(@willdan.com.
As Willdan Financial Services' President and CEO, I am authorized to represent and contractually bind the firm. We
look forward to hearing from you.
Sincerely,
WILLDAN FINANCIAL SERVICES
Mark J. Risco
President & CEO
COMPREHENSIVE. INNOVATIVE, TRUSTED. AW
City of Santa Clarita
Table of Contents
1. Introduction............................................................................................................................1
ProjectUnderstanding...................................................................................................................................................
1
Similar Project Experience — Willdan and Personnel....................................................................................................
1
2. Background............................................................................................................................2
a) Firm's Major Focus...................................................................................................................................2
b) Ownership Structure................................................................................................................................2
C) Firm Experience.......................................................................................................................................3
d) Assessment District Management Innovations........................................................................................5
e) Fiscal Year 2015/2016 Levy Statistics.....................................................................................................
7
f) District Annexation Experience................................................................................................................8
g) Project Approach and Timeline................................................................................................................
8
h) Client References...................................................................................................................................
10
i) Los Angeles County Client Agencies.....................................................................................................
12
j) Scope of Services..................................................................................................................................
12
3. Personnel.............................................................................................................................13
4. Tasks...................................................................................................................................18
AnnualAdministration Services...................................................................................................................................
18
AnnexationServices....................................................................................................................................................20
5. Subcontractors.....................................................................................................................26
6. City Resources....................................................................................................................26
7. Conflict of Interest................................................................................................................
26
8. Additional Data....................................................................................................................27
Property Owner Service Representatives...................................................................................................................
27
Exceptionsof the City's RFP.......................................................................................................................................
28
RequiredDocumentation.............................................................................................................................................28
Proposal to Conduct the
Comprehensive. Innovative. Trusted. Annual Levy of special Districts
City of Santa Clarita
1. Introduction
Project Understanding
Willdan understands that the City of Santa Clarita wishes to retain a consulting firm to provide annual administration
services for its 53 Landscape Maintenance Zones, 11 Drainage Area Assessment Districts, 2 Open Space
Maintenance Districts, 2 Streetlight Maintenance Districts, and 1 Stormwater District. These districts were formed
for the maintenance of existing or new improvements which are described in the Annual Engineer's Reports.
These districts were formed for the purpose of financing the maintenance of various improvements, landscaped
facilities and streetlights; energy costs; the acquisition, preservation, improvement and maintenance of parks and
open space; and prevention of stormwater pollution, to name a few. In addition, the City is also seeking services
pertaining to special district formations and/or annexations and the possible increase of assessment rates (identified
as maximum rate increase in Request for Proposal (RFP) NS -16-17-08).
Since Willdan has been administering the districts and fee identified above on the behalf of the City for the past six
years, our team members possess first-hand experience working with City staff and understand the necessity for
responsive, effective communication. Willdan's knowledge of the interrelationship between the Districts, their Zones
of Benefit, and the corresponding assessments is unmatched. Furthermore, the project timeline provided within
has been customized to the City's assessment districts and created to coincide with the City's internal
deadlines.
We understand that outsourcing these services is an important consideration for the City. Rest assured, our special
district administration and formation experience, as well as our Proposition 218 knowledge is extensive. Willdan is a
service oriented firm that delivers a quality product to public agencies and, ultimately, to the public. We specialize in
approaching an agency's needs with a thorough knowledge of the start to finish requirements of the project at hand.
Similar Project Experience — Willdan and Personnel
For more than 28 years Willdan has kept pace with expanding local government authority to finance backbone
infrastructure and public facilities using an expanded array of land -secured financing. Our special district
formation experts Group Manager Chris Fisher and Principal Consultant Jim McGuire have benefited from
the experience of matching the appropriate financing district type to the needs of more than 100 agencies
in California. Mr. Fisher has participated in a CDIAC-sponsored working group of industry professionals who are
seeking ways to clarify assessment law and promulgate industry best practices for financing districts. Insight
gained through these types of efforts, in which Mr. McGuire has also participated, provides Willdan with a unique
perspective that other consulting firms cannot match. Few other firms have in the last year assisted with the
establishment of a Landscaping and Lighting District, Community Facilities District, Assessment District, and
Property -based Business Improvement District in multiple counties across the State of California.
Proposal to Conduct the
Comprehensive. Innovative. Trusted. 1 Annual Levy of special Districts
City of Santa Clarita
2. Background
a) Firm's Major Focus
Founded on June 24, 1988, Willdan Financial Services ("Willdan"), a California Corporation, is a wholly-owned
subsidiary of Willdan Group, Inc. (WGI) and is one of the largest public sector financial consulting firms in the
United States. Since that time, we have helped over 800 public agencies successfully address a broad range of
financial challenges, such as financing the costs of growth and generating revenues to fund desired services.
Willdan assists local public agencies by providing the following services:
• Administration of special taxes, assessments,
standby charges, and utility rates;
• District formation services for
assessment/local improvement districts,
Community Facilities Districts, Landscaping
and Lighting Districts, and special taxes;
• Arbitrage rebate calculations;
• Continuing disclosure reports preparation
and dissemination;
Staff augmentation support; and
• Tax increment finance district formation and
amendment.
In addition, we are dedicated to the improvement of our technology. Our Information Technology staff created
Willdan's Municipal Administration Government Information Coordinator— MuniMagicsm— a custom software
program to address the specific requirements related to administering taxes, assessments, standby charges and
fees. In addition, the program allows our clients to access parcel information through the Internet with a menu -driven
format. With current changes in legislation and new programs focused on Property Assessed Clean Energy (PACE),
Willdan IT/Development staff is currently developing a web base version of MuniMagic that will replace the current
software program. The new software system is expected to be released in the later part of 2017.
Willdan's success is based on a corporate philosophy of personal service and we provide continuous support
throughout the year. As you and your staff are aware we can always be reached should any questions or issues
arise. Our standardized procedures and reporting formats ensure consistency within the District Administration,
Federal Compliance and Financial Consulting groups and our "team approach" to servicing contracts means that
if your assigned analyst is unavailable someone else will contact you without delay.
Our staff of over
70 full-time employees
supports our clients by conducting
year-round
workshops and on-site
training to assist
them in keeping current
with the latest developments in our
areas
of expertise.
b) Ownership Structure
Willdan Financial Services is one of four operating divisions within Willdan Group, Inc. (WGI), which was founded
in 1964, as an engineering firm working with local governments. Today, WGI is a publically owned company
(NASDAQ ticker: WLDN). WGI, through its subsidiaries, provides technical and consulting services that ensure
the quality, value, and security of our nation's infrastructure, systems, facilities, and environment. The firm has
been a consistent industry leader in providing all aspects of municipal and infrastructure engineering, public works
contracting, public financing, planning, building and safety, construction management, homeland security, and
energy efficiency and sustainability services. Today, WGI has over 700 employees operating from offices in
Arkansas, Arizona, California, Colorado, District of Columbia, Florida, Illinois, Kansas, Nevada, New Jersey, New
York, Ohio, Oregon, Texas, and Washington.
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Proposal to Conduct the
Annual Levy of Special Districts
City of Santa Clarita
Financial Stability
Willdan Group has sustained a healthy financial performance record due to the outstanding performance of the
four operating divisions and a strong, dependable reputation in municipal consulting. Financial -related items are
provided below that address our financial stability. Detailed financial information also appears on our webpage,
http://ir.willdangroup.com/.
• In business for over 50 Years
• Market capitalization of $146.07 million
(as of September 30, 2016)
• Fiscal Year 2015 revenue of $135.1 million
• $7.5 million line of credit
(as of September 30, 2016)
c) Firm Experience
• $18.6 million in cash and cash equivalents
(as of September 30, 2016)
• As a publicly traded company (NASDAQ
ticker: WLDN), must provide public financial
information as required by the SEC
Willdan's District Administration Services group address the ongoing day-to-day activities associated with the
long-term collection of bonded and "pay-as-you-go" special taxes, assessments, fees, utility rates, and standby
charges. These types of services demand accurate, timely, and knowledgeable treatment of many details.
Subsequently, Willdan focuses on quality control and brings the advantage of current technology and knowledge
of recent legislation to our clients.
The following provides a snapshot of Willdan's district administration experience:
Special districts administered 13563
Amount of debt annually administered Over $692 million
Number of parcels levied
Number of Counties/States
7,213,908
52 Counties in 4 States
Unique Qualifications
Willdan has several unique qualifications that sets us apart from our competitors:
• Our Company was initially established to specifically offer annual district administration as a specialty
service. Since this time our company has evolved and our specialty services include, economic
development, grant administration, construction audits, staff augmentation, along with formations,
annexations, re-engineerings, reassessments and refundings. Our organizational structure and systems
have been designed to meet the needs of this niche market.
• Our staff has 28 consecutive years (Over 50 years for WGI overall) of providing engineering and consulting
services related to special districts.
• Ample Resources — an extensive staff of over 30 individuals devoted to annual administration of special
districts, including levy submittal, delinquency management, continuing disclosure, and property owner
inquiries generated by such services. Our in-house staff performs district formation and administration,
continuing disclosure, arbitrage rebate, apportionment, and delinquency management services.
• A focus on customer service, expressly on acting as an extension of agency staff.
• MuniMagic — specifically designed for district administration — is the database tool our project team
utilizes to process levies, automate delinquency management, and to serve as a central source to address
property owner and interested parties' inquiries. New functionality allows reporting on phone call activity.
• In-house licensed engineers to generate Engineer's Reports and related documents.
Proposal to Conduct the
Comprehensive. Innovative. Trusted. 3 Annual Levy of special Districts
City of Santa Clarita
• Internet Access (optional) — Web access to parcel data is available to clients for whom Willdan
administers district data. This particular function is being redeveloped into a web base system that can be
easily utilized from any location.
Geographical Information Systems — ability to utilize in-house, state-of-the-art GIS services, which is
utilized for parcel/boundary audits, development of acreage information, and mapping/measuring
improvements
• Money -saving Techniques — innovative, cost effective, and comprehensive ways to meet your district
formation and administration needs. Furthermore, we employ a variety of tools, including monitoring project
status, implementing money -saving techniques (e.g., merging travel for meetings with adjacent agencies;
employing technology [MuniMagic] to enhance speed and accuracy; and utilizing administrative and support
staff to decrease time of higher priced management staff).
• One-stop Shop — in addition to our administration services; financial consulting services are offered
consisting of cost -of -service studies, rate analysis, district formation, fiscal impact studies, and economic
analysis — all of which enhance our capabilities to serve public agencies.
Impact of Recent Court Cases
We are active members of the American Public Works Association (APWA), California
Society of Municipal Finance Officers (CSMFO), California Municipal Treasurers'
Association (CMTA), the League of California Cities (LOCC) associations, as well as an
industry professional group focused on special taxes and assessments. Willdan staff
regularly attends many of the seminars, conferences, and workshops held by these
professional groups, in order to stay on top of the many issues faced by local agencies. In
addition to these efforts, Willdan works closely with our legislative advocate, Gonsalves &
Son, who represents 50 clients before the California State Legislature and has played a
major role over the last 30 years in landmark legislation on behalf of our clients. They assist
us with proposed modifications to current legislation that would have a beneficial bearing
on the administrative and formation procedures for special assessments and taxes.
Furthermore, our consultants are in communication with their legal colleagues from leading Califonia law firms,
including Best Best & Kreiger and Colantuono, Highmith & Whatley, PC (formerly Colanutono & Levin), when
clarification regarding Proposition 218 and other state legislative statutes specific to special district formations.
The following outlines the impact of new and existing special benefit assessments and special tax case law.
Willdan is also currently working with professional organizations in our industry to address the refinement of
legislation related to special district financing.
Assessment Case Law
It is important to recognize that the 2008 California Supreme Court decision regarding special benefit
assessments (Silicon Valley Taxpayers Association, Inc. v. the Santa Clara County Open Space Authority), as
well as subsequent Appellate Court decisions regarding assessments (Town of Tiburon v. Bonander; Dahms v.
Downtown Pomona PBID; Beutz v. County of Riverside; and Golden Hill Neighborhood Association, Inc. v. City
of San Diego) had a profound impact on how future assessments are structured, and must be carefully considered
for establishing any new assessment being presented to property owners. Even a simple assessment for local
improvements requires a more extensive evaluation of general benefit and support of the special benefits findings
than may have been necessary in the past.
Willdan has prepared hundreds of Engineer's Reports implementing various assessment methodologies tailored
to the specific attributes of the special district. Our firm possesses decades of unmatched experience in defending
and implementing levies. Most recently, Willdan has conducted benefit analysis studies and assisted
agencies with implementation strategies related to identification of special versus general benefit
assessment engineering for the Cities of Lemoore, Moreno Valley, Poway, and Yorba Linda, as well as
Orange County Vector Control District and McKinleyville Community Services District.
Furthermore, Group Manager Chris Fisher and Principal Consultant Jim McGuire have served on several industry
working groups, and have spoken at seminars on the subject of assessments and special/general benefit in light
of the court cases and legislation that have come down over the past six to eight years. The working groups are
focused on finding workable solutions and approaches that provide a means for public agencies to continue
Proposal to Conduct the
Comprehensive. Innovative. Trusted. 3 Annual Levy of special Districts
City of Santa Clarita
utilizing assessments, while ensuring that they are defensible and in compliance with the court decisions
It is also important to note that Willdan Financial Services was the Engineer of Record for the Downtown Pomona
PBID. The Court supported our approach to the special benefit proportionality documented within the report, as
well as the allowance for discounts. Furthermore, an outcome from the Dahms v. Downtown Pomona PBID case
was clarification related to the procedural requirements of Proposition 218. The Court upheld that the City can
hold the Public Hearing on the 45`" day after the mailing of Notice of Public Hearing.
Special Tax Case Law
The recent appellate court decision (City of San Diego v. Melvin Shapiro) has raised some concerns regarding
the validity of a property owner vote election process for districts with less than 12 registered voters that may
affect the formation and use of CFDs going forward. We are currently in contact with several legal firms that
specialize in district formations and related constitutional provisions to determine the full impact of this court
decision and the best course of action moving forward.
Key Personnel Experience
To demonstrate the similar project experience of the Willdan Team proposed for the City of Santa Clarita's
engagement, project descriptions for assessment engineering projects are included herein. These descriptions
demonstrate the Willdan Team's ability to enhance existing assessment documentation to help ensure
compliance with the applicable state legislative statue and Proposition 218.
City of Poway — 1972 Act District Re-engineering Services
The City of Poway funds landscaping improvements and services through revenue generated by nine
Landscaping and Lighting Districts, all of which were formed prior to Proposition 218 and many of the
assessments did not provide for an annual inflationary adjustment. Therefore, in order to ensure that existing
district assessments and the future financial stability of specific landscape maintenance districts are appropriately
addressed, the City retained Willdan to undergo an assessment engineering for these districts. The project
objective is to formulate recommendations and possible implementation options for City Council's consideration
for the upcoming fiscal year (2017/2018). The goal of this project is to identify appropriate and/or necessary
modifications to the district and/or assessments that the City may consider for implementation based upon current
case law and legislative authority.
Mr. McGuire served in the role of deputy project manager, Ms. Reynolds was the task manager and Ms. Nguyen
provided analytical support.
City of Lemoore — Assessment District Engineering Services
The City of Lemoore has two existing assessment districts that fund maintenance, operation and servicing of
landscaping and lighting. The City could not adequately identify or describe the improvements maintained by
these districts and they were not certain that the Engineer's Reports could withstand the heightened scrutiny
resulting from recent court cases specific to assessments. The City retained Willdan's services to perform a
complete evaluation and as -needed assessment engineering of the existing districts, including the zones of
benefit within each. Willdan identified and quantified the improvements and services funded and made
appropriate or necessary modifications to the Engineer's Reports and the structure of the districts and/or
assessments that should be implemented based on current case law and legislative authority.
Mr. McGuire served in the role of deputy project manager, Ms. Reynolds was the task manager and Ms. Nguyen
provided analytical support.
City of Pico Rivera — Withdrawal from the LA County Consolidated Sewer Maintenance District
Willdan assisted the City of Pico Rivera with the withdrawal from the Los Angeles County Consolidated Sewer
Maintenance District ("CSMD") and the establishment of the Citywide Pico Rivera Sewer Maintenance
Assessment District ("SMAD") to replace the previous CSMD charges. The SMAD provides an ongoing revenue
stream for the maintenance and operation of the sewer system and capital improvement funding within its
jurisdiction, these services were previously provided through the CSMD. The SMAD was successfully established
and levied beginning in fiscal 2014/2015 and the assessment is levied to over 14,700 parcels.
Mr. McGuire served as the project manager for this engagement and was supported by Ms. Nguyen
Proposal to Conduct the
Comprehensive. Innovative. Trusted. 4 Annual Levy of special Districts
City of Santa Clarita
City of Moreno Valley — Needs Assessment of the Moreno Valley Community Services District
The Moreno Valley Community Services District (CSD) was formed in 1984 in order to continue the provision of
services that were previously provided by the County of Riverside through County Service Areas. Over the past
27 years, additional Zones of Benefit were added to the CSD to provide funding for parks and community services,
street lighting, landscape maintenance, and median landscape maintenance. The CSD was experiencing revenue
shortfalls in most if not all of the Zones, which required either General Fund support or a reduction in services.
During the first half of 2012, Principal Consultant Jim McGuire assisted the City by performing an initial macro
review and evaluation of the CSD and related charges. A comprehensive document was provided to the City
outlining the findings of the analysis by Zone, as well as recommendations for their consideration and
implementation. At present, Mr. McGuire is assisting the City with the withdrawal of a single Zone from the City's
CSD, which requires the formation of a new 1972 Act District, development of an assessment methodology and
Engineer's Report, and completion of a Proposition 218 compliant notice, ballot and Public Hearing process.
Mr. McGuire serves in the role of project manager for this ongoing engagement.
d) Assessment District Management Innovations
In order to accurately and efficiently administer special districts on behalf of our clients, Willdan has developed a
custom software program, MuniMagic, and instituted a quality assurance process. Both of these innovations are
discussed below in greater detail.
MuniMagic Software
We are dedicated to the improvement of our technology. Our Information Technology staff created Willdan's
Municipal Administration Government Information Coordinator — MuniMagicsm — a custom software program
to address the specific requirements related to administering taxes, assessments, standby charges and fees. In
addition, the program allows our clients to access parcel information
through the Internet with a menu -driven format. With current changes in
legislation and new programs focused on Property Assessed Clean Energy
(PACE), Willdan IT/Development staff is currently developing a web base
version of MuniMagic that will replace the current software program. The
02"24TEr."T122A� AM ` new software system is expected to be released in the later part of 2017.
MuniMagic consists of 2 servers that run current Microsoft Windows
Microsoft SOL Server software and contains data for more than 13 million
parcels. MuniMagic includes county assessor data, and other
supplementary databases identifying parcel characteristics.
Willdan staff relies primarily on this tool to compute levies and, as such, has expanded our scope to provide agencies
with direct access to the data contained in MuniMagic through our Internet Website at www.willdan.com/financial/.
This access allows licensed agency staff to access parcel -related information, such as Assessor's Parcel Number,
situs and mailing addresses, assessment and tax amounts, and updated payment status. Our project managers and
analysts are fully trained in the nuances of the software, and they are using its internal quality control checklists and
automated forms for greater efficiency.
Additionally, Willdan can provide designated City staff members with client level access to MuniMagic.
Quality Assurance Process
Willdan's standard administration practice includes an additional three levels of review for our products and
deliverables in which report presentation or work product dissemination is carefully scrutinized, levy data is
updated from the most recent county secured roll information, all parcel changes and potential rejects are
researched and reconciled, new APNs are identified, and the proposed assessment/tax amounts are recalculated
and resubmitted. As demonstrated by the workflow chart below, the three supplementary levels that Willdan staff
performs for all work products primarily consist of:
1. Peer review,
2. Project manager review, and
Proposal to Conduct the
Comprehensive. Innovative. Trusted. 5 Annual Levy of special Districts
City of Santa Clarita
3. Final quality assurance manager review. Quality Assurance Levels of Review
In addition, a key to our success is a designated
principal consultant responsible for
implementing quality control measures. Mr.
Robert Quaid, a Certified Public Accountant, is
instrumental in preparing quality control
checklists and sign -off mechanisms for each of
our administration services. These quality
control measures are embedded in the latest
evolution of MuniMagic and are a required
element of the day-to-day analyst and project
management activities within the group.
The primary mission of our quality control plan
is to provide staff with the technical and
managerial expertise to plan, organize,
implement, and control the overall quality effort,
thereby ensuring the completion of a quality
project within the time and budget established.
The goals of the Willdan quality assurance /
quality control process team are to:
Establish a set of planned and systematic
actions for maintaining a high level of
quality in the professional services
performed;
Establish a consistent and uniform
approach to the services performed;
Ensure efficient use of resources;
Emphasize quality in every phase of work; and
n
Quality Assurance
Manager Reviews
Analyst Revises
Data Based on
Manager Review
Project Manager
Reviews
Analyst
Prepares �V
Deliverables
Peer Review of
Deliverables
Analyst Revises
Data Based on
Peer Review
...........
......•..
Implement appropriate quality control measures for each work task of the project.
Willdan's District Administration Group has also established a Consulting Project Review Team to review the
financial and written documentation prepared in conjunction with special district formation, annexation, re-
engineering, refunding and benefit assessment analysis engagements. Each work product is reviewed by a
project manager that was not involved in the preparation of the deliverables. This independent reviewer will
compare the documentation against a checklist specifically developed for these types of projects.
Proposal to Conduct the
Comprehensive. Innovative. Trusted. 6 Annual Levy of special Districts
City of Santa Clarita
e) Fiscal Year 2015/2016 Levy Statistics
Listed below in alphabetical order are Willdan's large district administration clients. This table outlines the district and
parcel counts levied in fiscal year 2015116.
Central Basin Municipal Water District
City of Chino Hills
City of Chula Vista
City of Compton
City of Covina
Coachella Valley Mosquito & Vector Control District
Deer Springs Fire Protection District
Desert Recreation District
Fremont Unified School District
City of Fresno
City of Inglewood
City of Irvine
Irvine Unified School District
Los Angeles County Public Works Department
Metropolitan Water District of Southern California
Mt. Diablo Unified School District
City of Murrieta
Murrieta Fire
Nevada County Consolidated Fire District
City of Palm Desert
City of Pico Rivera
City of Poway
City of Rancho Cordova
City of Rancho Mirage
City of Rialto _
City of Rocklin
City of Roseville -
San Jacinto Unified School District
San Joaquin Area Flood Control Agency
City of Santa Clarita
County of San Diego
County of San Diego - Parks and Recreation
Three Valleys Municipal Water District
Upper San Gabriel Metropolitan Water District
City of Ventura
Walnut Valley Water District
West Basin Metropolitan Water District
West Contra Costa Healthcare District (Measures D & J)
Comprehensive. Innovative. Trusted.
2
317,110
22
54,569
63
79,461
2
41,058
5
16,370
1
198,671
1
32,853
5
127,108
1
63,760
9
36,677
5
40,416
64
98,391
1
65,331
35
37,876
32
3,806,287
1
80,896
45
85,248
1
34,098
2
34,858
45
87,888
4
29,069
13
49,395
5
33,925
17
71,420
6
34,193
13
69,873
46
56,019
22
5,482
2
108,123
77
269,317
69
258,408
5
34,218
1
135,693
2
202,555
17
29,156
2
30,573
2
231,339
1
78,323
Proposal to Conduct the
Annual Levy of Special Districts
City of Santa Clarita
f) District Annexation Experience
Willdan has assisted with approximately 15 annexation projects in the last 12 months. Listed below are the
agencies that we have assisted. Furthermore, Principal Consultant Jim McGuire will soon kick-off an annexation
project with the City of Santa Clarita ("City") for Streetlight Maintenance District No. 1.
City of Fairfield (4 annexations) City of Moreno Valley
City of Lemoore (in progress) City of Murrieta
g) Project Approach and Timeline
City of Rialto (3 annexations)
City
of Santa
Clarita
City of Ridgecrest
City
of Tracy
(3 annexations)
Project Approach
Willdan views this project as a collaborative effort between the City and our team. Our broad range of professional
expertise, as well as our six years of experience working with the City, makes Willdan uniquely equipped to help
you address the following key project aspects:
Adherence to proposed timelines and effective communication with City staff;
Required database storage and management to correctly calculate levy amounts for County tax roll
submission;
The review, preparation, and presentation of required documents to City Council for approval;
The availability of experienced personnel to serve as an extension of City staff in resolving any requested
issues; and
The capacity to keep abreast of legislative changes for all services, especially those related to Proposition
218.
In order to address these items, our team will work with City staff to deliver our services in the following manner
1. Meet with City staff to accurately identify specialized needs, requirements, establish timelines,
communication channels, project due dates and other project specifics. Our staff takes responsibility to
facilitate this communication, to provide written timelines, project deadlines, and to summarize meetings in
writing.
Willdan's project goals include: functioning as an extension of your staff, utilizing our extensive experience
to help anticipate potential problems and pitfalls, and implementing procedures and policies both internally
and in coordinating with the City, as well as with other interested parties to help ensure accuracy, timeliness
and service.
2. Maintain computerized databases of all districts by utilizing our proprietary MuniMagic software. Willdan
will utilize our technological expertise to present the assessment/special tax information required by the
City on an Internet Website. Parcel data can be accessed 24/7 by the City through this menu driven format;
thus allowing a seamless delivery of quality and timely data to ensure effective communication with City
staff. The MuniMagic software has been designed to ensure full integration of all parcel information in a
single software program, which warrants that our work is accurate. Furthermore, this software provides
exceptional flexibility that enables our analysts to generate appropriate standard and customized reports
throughout each phase of our work.
3. Update and maintain parcel databases for each district. Project Manager Stacee Reynolds and Analyst
Pauline Nguyen will calculate the assessment amounts, and coordinate the timely delivery of the parcel
data to the County of Los Angeles for each affected property owner. Our staff has extensive experience
working with the Los Angeles County Office of the Assessor and is extremely familiar with their procedures
and practices. Our strong working relationship with the County has proven to be beneficial for our
clients, especially the City of Santa Clarita. Willdan was able to work with the County and City staff
to reduce the number of fund numbers associated with each District/Zone by consolidation.
Proposal to Conduct the
Comprehensive. Innovative. Trusted. a Annual Levy of special Districts
City of Santa Clarita
In addition to performing tasks associated with the calculation and submittal of the assessments to the
County, our staff will complete the staff reports (upon request), resolutions, Engineer's Reports, and
coordinate the process of approving the Engineer's Reports and Annual Fee Report before the City Council,
as specified by Proposition 218, the Landscaping and Lighting Act of 1972, the Benefit Assessment Act of
1982 and the California Health and Safety Code, Section 5473.
4. Work product will be carefully passed through a review system prior to levy submittal to the County. This
review system entails peer, project manager, and quality assurance manager approval.
5. Serve as an extension of City staff by keeping abreast of City policies, as well as with other state and federal
regulations. As regular attendees and speakers at municipal conferences like the California Municipal
Treasurers Association (CMTA), the California Society of Municipal Finance Officers (CSMFO), the League
of California Cities (LOCC), the Association of California Water Agencies (AWWA), and the California
Special Districts Association (CSDA), our staff is actively involved with current events transforming
legislation that affects governmental agencies throughout the state.
Project Timeline
Target
Project Tasks
the Week
Provided below is Willdan's
proposed
timeline specific to the
administration of the City's assessment districts.
Day of
Target
Project Tasks
the Week
Date
Kick-off Meeting: To discuss the Districts, the levy process and overall expectations — City
Monday
12/19/16
Council dates, staffing changes, budgets information, district specific or changes (including the
improvements and services provided, formations or annexations, changes to the assessments
particularly new or increased assessments), and the anticipated levy timeline.
Wednesday
01/18/17
DECEMBER CPI Released
Monday
02/06/17
City provides WFS with Updated Resolutions and draft Staff Report.
Monday
02/20/17
City provides WFS with Recommended LIVID/SMD Budgets.
City provides WFS with Recommended Open Space Budgets (OSPD & GRVOMD) and
Monday
02/27/17
DBAA Budgets.
Tuesday
03/07/17
WFS develops draft Engineer's Report and begins Preliminary Assessment Evaluation.
City staff and WFS discuss the budgets, proposed assessments, and revenue alternatives'',
Tuesday
03/14/17
based on Preliminary Assessment Evaluation. City staff confirms and finalize list of Districts'',
and Zones to be levied. City staff confirms their intent to not have any new or increased'',
assessments (no property owner ballots will be required) and finalize the levy process.
Thursday
03/23/17
WFS delivers First Draft Stormwater Engineer's Report.
Thursday
03/30/17
WFS delivers First Draft SMD, DBAAand OSGVR Engineer's Reports.
Thursday
04/06/17
WFS delivers First Draft LIVID and OSPD Engineer's Reports.
WFS completes final modifications to the Engineer's Report based on City's input of the
Thursday
04/13/17
proposed assessments and budgets, and finalizes all resolutions and documentation.
Friday
04/14/17
WFS delivers Final Stormwater Engineer's Report.
Wednesday
04/19/17
WFS delivers Final SMD, DBAAand OSGVR Engineer's Reports.
Tuesday
04/25/17
WFS delivers Final LIVID Engineer's Report.
Monday
05/01/17
WFS delivers Final OSPD Engineer's Report.
Monday
05/08/17
All documents and agenda package finalized to Department Secretary(City).
Tuesday
05/09/17
City Council holds Public Hearing of Stormwater Ordinance.
Tuesday _�LL
05/16/17
Pre -Agenda Meeting (City)
Monday
05/22/17
Agenda Posted (City)
Tuesday
05/23/17
City Council holds Second Reading of Stormwater Ordinance.
Intent Meeting: City Council adopts three resolutions: 1) Initiating Proceedings; 2)
05/23/17
Preliminary Approval of the Engineer's Reports (reviews and preliminarily approves the
reports and the proposed assessments); 3) Resolutions of Intent.
Proposal to Conduct the
Comprehensive. Innovative. Trusted. 9 Annual Levy of special Districts
City of Santa Clarita
Day of
Target
Project Tasks
I the Week
..-
The Marketing Tourism
District will
be added into
the
Friday
06/02/17
Public hearing notice appears in The Signal newspaper.
WFS delivers: Final Engineer's Reports (if changes or modifications to the Preliminary
Friday
06/02/17
Reports were ordered by City Clerk action or if any substantial or material changes must)
be made to the report on file with the City Clerk.)
Monday
06/05/17
Public Hearing Agenda Reports and Resolutions to City Clerk (City)
Tuesday
06/06/17
Public Hearing's Pre -Agenda Meeting (City)
Thursday
06/08/17
Public Hearing Posted (City)
Public Hearing: City Council holds public hearing regarding the DBAAs, LMD, OSGVR, SMD
Special Districts and assessments. After the public hearing has been closed, the City Council
Tuesday
06/13/17
may discuss and adopt the appropriate resolutions for the Districts and levy of assessments: 1)
Resolution Approving the Engineer's Reports (as submitted or amended); 2)
Resolutions Ordering the Levy and Collection of Assessments.
Public Hearing: City Council holds public hearing of OSPD. After the public hearing has been
closed, the City Council may discuss and adopt the appropriate resolutions for the Districts and
Tuesday
06/27/17
levy of assessments: 1) Resolution Approving the Engineer's Reports (as submitted or
amended); 2) Resolutions Ordering the Levy and Collection of Assessments.
Tuesday
07/11/17
Extended Public Hearing: The previous hearing may be continued to this date to allow additional
testimony and/or to finalize the levy process and approve the final Resolutions.
City Clerk provides WFS with two certified "wet copies" of all documents to be submitted to the
Tuesday
07/18/17
County with the assessment roll including the Resolution Ordering the Levy and Collection of
Assessments and any Proposition 218 Compliance Documentation.
Tuesday
07/25/17
WFS reviews, confirms and updates all levy database files reflected in the Engineer's Report,
budgets and/or assessment rates approved by the City Council.
Thursday
08/10/17
WFS submits levyto County (levytape, Resolutions and any other documentati.
Thursday
08/31/17
WFS submits levy corrections to the County for all taxable exceptions.
Thursday y
10/12/17
County Applied Confirmations available on DAWeb.:
Thursday
10/26/17
WFS provides City with an Applied Levy Summary.
Note: The
graphic above
is a
close reproduction
to the Fiscal Year 2016/2017 timeline.
The Marketing Tourism
District will
be added into
the
timeline in line with
the City's schedule
h) Client References
To further exemplify our expertise, project descriptions that are similar in nature to the City's engagement, along
with client contact information, are provided below. We are proud of our reputation for customer service, and
encourage you to contact our past clients regarding our commitment to excellence.
City of Tracy — Special Assessment District Formation and Administration Services
Since 1994, Willdan has provided special district formation and administration services, along with arbitrage
rebate and delinquency management services, to the City of Tracy. Willdan staff maintains the parcel databases
and administers the annual levy of special taxes/assessments for the City's Community Facilities District, Local
Improvement District and Landscaping District, comprised of over 16,000 parcels.
Willdan has also assisted the City with post -Proposition 218 re-engineering, successful balloting and
consolidation of three of the City's existing 1972 Act Districts into a single district with multiple zones, which was
initially levied in fiscal year 2003/2004. Since that time Willdan has successfully annexed several new
developments to the Tracy Consolidated Landscape Maintenance District, currently comprised of over 40 zones.
Contact Information: Brian MacDonald, Management Analyst II
333 Civic Center Plaza, Tracy, CA 95376
Tel #: (209) 831-6233; E-mail: brian.macDonald(a)ci.tracv.ca.us
Proposal to Conduct the
Comprehensive. Innovative. Trusted. 10 Annual Levy of special Districts
City of Santa Clarita
Los Angeles County Public Works Department — Special District Administration and GIS Services
Willdan provides administration and engineering services to the Los Angeles County Department of Public Works,
which was previously overseen by the County's Park and Recreation Department. Willdan maintains the parcel
database for the Landscaping and Lighting Act Districts Nos. 1, 2 and 4, which is comprised of over 37,800
parcels. These districts encompass several residential and commercial developments throughout the County.
Moreover, Willdan also assists in the formation and annexation of new developments, while assuring compliance
with Proposition 218.
Contact Information: Julian A. Garcia, P.E.
1000 South Fremont Avenue, Building A-9, 4'h Floor, Alhambra, CA 91803
Tel #: (626) 458-4183; Email: iugarcia(a)dpw.lacounty.goy
City of Paso Robles — Special District Administration and Formation Services
Willdan has provided professional consulting services to the City of Paso Robles since 1992. Willdan currently
administers the City's Landscape and Lighting Maintenance District No. 1, Community Facilities District No. 2005-
1 and Benefit Assessment District No. 2008-1. These districts comprise an aggregate of over 4,300 parcels.
In 2014, Willdan provided re-engineering services for the City's LLMD, which included over 130 zones/sub-areas.
The project concluded in 2016, resulting in a reorganization of the zones/sub-areas into shared and local
improvements. Willdan revised the current Engineer's Report by expanding upon the distinction between general
and special benefit, updating the District budget to breakdown cost into shared and local revenue and
expenditures, updating improvement information, mapping improvements, and creating a user friendly district
improvement summary booklet that can be given to property owners. Based on this re-engineering analysis there
were several zones/district that were balloted, 40% of which approved an assessment increase containing an
annual Consumer Price Index inflator.
Willdan also performed 1972 Act District formation and annexation; whereupon, we assisted the City with the
annexation of new developments to the LLMD, including annexations to existing zones and the establishment of
new zones, as needed.
Contact Information: Freda Berman, Maintenance Services Supervisor
1000 Spring Street, Paso Robles, CA 93446
Tel #: (805) 237-3861; Email: fberman(abprcity.com
City of Yorba Linda — Landscaping and Lighting Feasibility Study
Willdan recently completed a detailed review and analysis of the City maintained landscaping and lighting
improvements throughout Yorba Linda. Up through the late 1980's, the City established several assessment
districts to fund the ongoing maintenance and operation of various public improvements. These districts were
then consolidated in 1994 to establish a single Citywide Consolidated Street Lighting and Landscape Maintenance
District ("District"). In response to Proposition 218, the City re -organized the District and conducted a successful
assessment ballot proceeding that outlined changes to the method of assessment and established a CPI
escalator. The current District and associated assessments provide a funding source for the maintenance and
operation of various public improvements which generally include, but are not limited to, specific landscaped
areas, street lighting and traffic signals. These improvements are separated and assessed on both a citywide and
local benefit basis.
Recognizing that property development and improvements associated with the District, and the infrastructure
maintenance needs had changed, the City desired to re-evaluate the various improvements provided, the annual
costs of maintaining those improvements (budgets), and the associated special benefit assessment allocations
to properties within each of the local landscape zones. Over a period of three years, Willdan has assisted the City
with re-engineering the District to establish more localized zones and a true budget for each, identifying
appropriate assessment amounts without increasing the existing amount. Willdan has been working with the City
and an ad-hoc committee over the last year to ballot the zones that were underfunded based on the re-engineering
effort.
Willdan also annually administers this District on the City's behalf, which is comprised of over 22,200 parcels
levying approximately $5.8 million.
Proposal to Conduct the
Comprehensive. Innovative. Trusted. Zi Annual Levy of special Districts
City of Santa Clarita
Contact Information: Michael Wolfe, Public Works Director/City Engineer
4845 Casa Loma Avenue, Yorba Linda, CA 92885
Tel #: (714) 961-7170; Email: mwolfe(a.vorba-linda.org
i) Los Angeles County Client Agencies
The table below encapsulates Willdan's district administration clients located within Los Angeles County.
City of Irwindale
City of Westlake Village
City
of Artesia
City
of La Canada
Central Basin Municipal
Flintridge
Water District
East Hollywood Property &
City
of Carson
City
of La Puente
Business Improvement
District
City
of Claremont
City
of Lancaster
Hollywood Entertainment
District
City
of Compton
City
of Maywood
Los Angeles County
Department of Public Works
City
of Covina
City
of Paramount
Metropolitan Water District of
Southern California
City
of Cudahy
City
of Pico Rivera
Sunset & Vine Business
Improvement District
City
of Hawaiian Gardens
City
of Pomona
Three Valleys Municipal
Water District
City
of Hawthorne
City
of San Fernando
Upper San Gabriel
_
Metropolitan Water District
City
of Hermosa Beach
City
of Santa Fe
Walnut Valley Water District
Springs
City
of Huntington Park
City
of South Gate
West Basin Metropolitan
Water District
City
of Inglewood
City
of South Park
Whittier School District
j) Scope of Services
Please see Section 4, Tasks, which contains a detailed scope of services.
Proposal to Conduct the
NA/Comprehensive. Innovative. Trusted. 12 Annual Levy of special Districts
City of Santa Clarita
3. Personnel
Our management and supervision philosophy for the project team is very simple; staff every position in sufficient
numbers with experienced, capable personnel to deliver increased responsiveness and superior work products.
With that philosophy in mind, we propose to staff this engagement with experienced professionals. We are
confident that our team possesses the depth of experience that will successfully fulfill the desired work
performance.
Senior Project Manager Stacee Reynolds will serve as the annual administration/annexation project
manager. She will be tasked with working closely with other members of the Willdan Team on the administration
of the districts and annexations, as well as ensuring quality and accuracy. Ms. Reynolds will manage the
generation of the annual special assessment levies, maintenance of the database, research parcel changes, field
inquiries, and review the charge -exempted parcels. Ms. Reynolds will also work hand-in-hand with Mr. McGuire
on annexations.
Principal Consultant Jim McGuire will serve as the assessment engineering and annexation principal -in -
charge. In this role, Mr. McGuire will develop the necessary benefit analysis and Engineer's Report. He will attend
meetings, make presentations, and assist in tracking the project schedule, thereby ensuring the timely completion
of critical documents, notices, and recordings.
Mr. McGuire and Ms. Reynolds will be supported by Senior Project Analyst Pauline Nguyen. She will ensure
that the appropriate data is collected, interpreted, and researched. Ms. Nguyen will also serve as lead GIS
specialist for GIS mapping assignments associated with this engagement.
We will also utilize the expertise of Mr. Richard Kopecky, P.E. He will serve as the assessment engineer and
provide technical engineering advice. Mr. Kopecky possesses over 40 years of experience and his assistance
will be available throughout the project, as needed. Furthermore, if necessary we can enlist the help of additional
assessment engineers from within Willdan's Engineering division.
Resumes
Resumes for the
key
personnel
identified above are presented
on the following pages.
Proposal to Conduct the
Comprehensive. Innovative. Trusted. 13 Annual Levy of special Districts
City of Santa Clarita
Jim McGuire
Principal Consultant
Education
Bachelor of Science,
Principal Consultant Jim McGuire specializes in parcel and property -related revenue audits;
University of California,
district administration; and annexations/formations of various special districts, such as 1972
Irvine
Act Landscaping and Lighting Districts, Community Facilities Districts, and Benefit
Assessment Districts for streets and storm drain facilities, as well as Property and Business
Areas of Expertise
Improvement Districts. He is one of Willdan's lead technical advisors for Proposition 218 re -
Special District Annexations,
engineering evaluations, fiscal analyses, cost -recovery studies, and long-term strategic
Formations, and
planning for maintenance districts. Mr. McGuire possesses over two decades of experience
Administration
working with the public and local governments on special districts. His experience includes
study sessions for staff and City Councils, along with facilitation and/or technical support for
Parcel and Property -related
advisory committees and property owner workshops.
Revenue Audits
Project Experience
Feasibility Studies
Cities of Yorba Linda, Moreno Valley, La Quinta, Poway, and Lemoore, McKinleyville
Proposition eta
Community Services District, Hollywood Entertainment District, Orange County
Vector Control District and Sacramento Metropolitan Fire District: Conducted benefit
24 Years' Experience
analysis studies and assisted these agencies with implementation strategies related to the
identification of special versus general benefit necessary for Proposition 218 compliance
and/or the re-engineering of special districts.
Cities of Murrieta, Palm Desert, Indio, Rancho Mirage, Fairfield, La Quinta, Tracy,
Santa Clarita, Yorba Linda and EI Centro; and County of Los Angeles: Over the past
several years, Mr. McGuire has managed and provided, on an "as -needed basis" special
assessment district formations and annexations, as well as Proposition 218 ballot
proceedings for new or increased assessments, for each public agency identified.
City of San Rafael, CA — Point San Pedro Road Median Landscaping Assessment
District: In conjunction with the Point San Pedro Median Committee (an organization of local
property owners), the City of San Rafael underwent proceedings to form the Point San Pedro
Median Landscaping District. The City had unsuccessfully attempted to form a similar district
for this area in 1988, but with Mr. McGuire's involvement and guidance during the second
attempt the district was successfully formed. The revenue stream generated by the new
district funded both median landscape construction (bonded assessments) and ongoing
maintenance. Mr. McGuire incorporated his knowledge garnered from extensive analyses of
post -Proposition 218 court decisions concerning assessments to ensure the defensibility of
new proposed assessments; identified special and general benefits; developed a
comprehensive budget for construction of improvements and ongoing maintenance; and
employed his experience in developing assessment methodologies to develop a Method of
Apportionment that addressed not only the proportional benefit to properties, but also
general benefit costs associated with the improvements. In addition to the engineering
required for this complex district, Mr. McGuire and his team developed and mailed the
required notices and ballots for the assessments, and assisted in public outreach and
educational efforts that helped ensure a positive outcome.
Comprehensive. Innovative. Trusted. 14 Proposal to Conduct the
Annual Levy of Special Districts
City of Santa Clarita
Stacee Reynolds
Senior Project Manager
Education
Master or science, Ms. Reynolds is a senior project manager in Willdan's District Administration Services group.
University of Phoenix She will be responsible for the administration of the City's assessments and fees. Ms.
Reynolds will also work directly with Mr. McGuire on the coordination of assessment
Bachelor of science, engineering assignments associated with this engagement.
LaSalle University
Ms. Reynolds' responsibilities include the administration of Community Facilities Districts,
Areas of Expertise Local Improvement Districts, Benefit/Maintenance Assessment Districts, and other special
BenefiUMaintenance districts. She has experience creating and maintaining district databases, preparing annual
Assessment Districts assessments, charges and taxes, calculating prepayments, assisting with district analyses
for refunding purposes, preparing bond calls, analyzing flow of funds, providing customer
Community Facilities service to property owners, and overseeing the GIS team that creates and audits boundaries
Districts for new and existing clients.
Marks -Roos Pools Ms. Reynolds has over 26 years of combined accounting, finance, and project management
experience. Prior to joining Willdan, Ms. Reynolds was a contract system specialist with SAP
Local Improvement Districts Public Services in Washington, DC, where she managed a number of government agency
contracts.
Professional
Affiliations Project Experience
California a Officers
y of
ers Cit of Paso Robles, CA — Assessment Re-engineering: Ms. Reynolds recent)
Municipal Finance Officers y 8 g' y y
completed the re-engineering of the City's EI Paso de Robles Landscape and Lighting
Municipal Management Maintenance District No. 1. It was the City's desire to combine shared improvement areas,
Association of Southern where feasible, in order to simplify the overall district structure and to develop appropriate
California assessments for optimal service levels originally planned for all areas in the District. She
assisted in the preparation of the benefit assessment analysis, conducted the community
14 Years' Experience outreach meetings, prepared the Engineer's Report, staff reports, resolutions and ballots for
the areas designated as underfunded in the District. Upon completion of the project, 40
percent of the underfunded Zones approved the new increased assessment, which included
an annual CPI inflator. This was the highest approval percentage in the last ten years for the
City's District.
Cities of Indio, Rocklin, Stockton and Tracy, CA: Assisted each city with the refunding of
special tax bonds and performed annexation work for the City of Tracy.
City of Santa Clarita, CA — Special District Administration Services: Ms. Reynolds
supervises and assists in the daily administration of the City's Community Facilities District,
Open Space Preservation District (54,811 parcels), Landscape Maintenance District
(approximately 50 zones comprised of 87,000 parcels), Streetlight Maintenance Districts
(approximately 54,811 parcels), Drainage Benefit Assessment Districts (1,899 parcels), and
Stormwater Pollution Prevention Fee District (62,000 parcels). Her duties include the review
of the annual Engineer's Reports, resolutions, updated parcel databases, fees and
submission of levies to the County of Los Angeles.
Ms. Reynolds has also been part of the Willdan Team tasked with the preparation of a benefit
review and analysis of potential modifications to the special districts. The objective of these
analyses is to ensure compliance with applicable assessment legislation, Proposition 218
and recent changes to applicable case law.
ItComprehensive. Innovative. Trusted. 15 Proposal to Conduct the
Annual Levy of Special Districts
City of Santa Clarita
Pauline Nguyen
Senior Project Analyst
Education
Bachelor of science, Ms. Nguyen serves as a senior project analyst within Willdan's District Administration
Management Information Services group. She assists in the research and analysis specific to local government
System, San Jose
State University financial issues related to the annual administration of special districts, including document
data entry and updating, database management, research and report preparation. She also
Bachelor of science, Finance, provides general information on questions pertaining to assessment districts and special
San Jose State University taxes (such as Mello Roos Pools), as well as the status of property delinquencies.
Areas of Expertise
Ms. Nguyen is also responsible for projects involving the use of Geographical Information
System technology (GIS). GIS is utilized to generate maps, shapefiles, boundaries, plot
Geographical Information
System (GIS) Mapping
landscaping, lighting, and other public improvements; and create visual aids, tables, and
exhibits for special district analyses, memoranda, and reports. In addition, quality control
Landscaping and Lighting
analyses are performed in relation to secured roll data; and by utilizing spatial and
Districts
attributable data within spreadsheets, data sets, client maps, and shapefiles, existing parcel
specifications and improvement data are identified, audited, and verified.
Benefit Assessment Districts
Ms. Nguyen came to Willdan with over 10 years of combined finance and information
Community Facilities Districts
technology experience. Prior to joining Willdan, she served as an information technology
specialist with KeyPoint Credit Union in Santa Clara, California, working with vendors and
10 Years' Experience
end users to develop and administer large financial databases.
Project Experience
Los Angeles County Department of Public Works, CA: Ms. Nguyen administers the
workflow for the Los Angeles County Department of Public Works. Her duties include
maintaining the parcel databases for 37 Landscaping and Lighting Districts associated with
several residential and commercial developments throughout the County; and assists in
preparing the annual Engineer's Report and levying assessments for over 39,000 parcels,
while assuring compliance with Proposition 218.
City of Santa Clarita, CA: Ms. Nguyen assists in the administration of the City's Community
Facilities District, Open Space Preservation District (comprised of 54,811 parcels),
Landscape Maintenance District (approximately 87,000 parcels), Streetlight Maintenance
Districts (approximately 54,811 parcels), and Benefit Assessment Districts (comprised of 8
districts and 1,516 parcels). Her duties include the review of district budgets, the preparation
and update of a parcel database, drafting resolutions, assisting with the preparation of the
annual Engineer's Reports, updating and transferring the levy data to the County, and
researching exceptions.
City of Compton, CA: Ms. Nguyen administers the City's Landscaping and Lighting District
and sewer charges, as well as assists in preparing the annual Engineer's Report, updating
parcel changes, and submitting levy charges for over $5 million on nearly 36,000 parcels.
City of Rocklin, CA: Ms. Nguyen assists with the annual administration of the City's
Landscaping, Lighting and Park Maintenance Districts. The work for this project entails
computation of assessments for each parcel; placement of the assessments on the County
Assessor's tax roll; Proposition 218 compliance, verifying parcel data affecting each
assessment parcel, including database maintenance and researching parcel changes; and
preparing and providing the annual Engineer's Report on over 35,000 parcels.
ffComprehensive. Innovative. Trusted. 16 Proposal to Conduct the
Annual Levy of Special Districts
City of Santa Clarita
Metropolitan Water District of Southern California (Standby Fees, Assessment
Engineer): Willdan Engineering ("WE") annually assists Willdan Financial Services in
administering and placing on the tax roll over 950,000 parcels of MWD's Readiness -To -
Serve (RTS) Standby Charge for each of its 26 -member agencies. Willdan is also
responsible for reviewing requests for exemption from the RTS by property owners and
preparing a report on our findings to MWD.
City of Rancho Mirage, CA: Magnolia Assessment District, Magnesia Falls
City of Cathedral City, CA: Dream Homes, East 35th Avenue and Cove Assessment
Districts
City of La Quinta, CA: Assessment District No. 2000-2
City of Palm Desert, CA: Section 29 Improvement District, Monterey 170 / Section 29
Drainage Benefit Assessment District (1982 Act)
City of Santa Clarita, CA: Golden Valley Assessment District, Santa Clarita Mall
Community Facilities District, Vermont/Everett Road Improvement District, and the Soledad
Canyon Road Improvement District
City of Irvine, CA: Stonegate Assessment District, Orchard Hills Assessment District
City of Irvine, CA: Portola Springs and Orchard Hills Improvement Districts, 1913/15 Act
Subdivision Improvements
Anaheim Convention Center, CA: Mello -Roos and 1913/15 Acts
ffComprehensive, Innovative. Trusted. 17 Proposal to Conduct the
Annual Levv of Special Districts
Richard Kopecky, PE
Education
Assessment Engineer
BachelorScience,
Civil Enginering,
Mr. Kopecky, manages engineering, building and safety, and public works departments
University of Illinois
for several Southern California cities. As a City's designated city engineer, building official
and/or public works director, he has directed the full services of these departments, including
Areas of Expertise
Assessment Districts, budgets, building and safety plan check and inspection, City
Civil Engineer
engineering, City traffic engineering, Community Development Block Grants, construction
management and surveying, development and infrastructure review, disaster response and
Administration Engineering
recovery, fee studies and special district formation, landscape architecture, planning, public
Development, including
works design, and water and wastewater design. He also developed and implemented the
Drainage, Roads, sewers,
capital improvement program on behalf of client agencies as well.
Soils/Geology, and Water
Mr. Kopecky has served as the deputy building official for the City of Santa Clarita; plus, he
Certification
was the City Engineer for the City of Lancaster for 11 years; the City of Santa Clarita for 3
California Professional
years; the City of California City for 2 years; the City of Big Bear Lake for 2 years; and the
Engineer, #16742
City of Indian Wells for over 7 years.
41 Years' Experience
Mr. Kopecky possesses extensive experience in developing solutions for the problems and
challenges experienced by engineering and building and safety departments.
Assessment Engineering Experience
Acting in the capacity of Assessment Engineer and, in many cases, in tandem as civil
engineer in both the designing and forming of a multitude of 1913/1915 Act Assessment
Districts, Mr. Kopecky's related project experience includes the following.
Metropolitan Water District of Southern California (Standby Fees, Assessment
Engineer): Willdan Engineering ("WE") annually assists Willdan Financial Services in
administering and placing on the tax roll over 950,000 parcels of MWD's Readiness -To -
Serve (RTS) Standby Charge for each of its 26 -member agencies. Willdan is also
responsible for reviewing requests for exemption from the RTS by property owners and
preparing a report on our findings to MWD.
City of Rancho Mirage, CA: Magnolia Assessment District, Magnesia Falls
City of Cathedral City, CA: Dream Homes, East 35th Avenue and Cove Assessment
Districts
City of La Quinta, CA: Assessment District No. 2000-2
City of Palm Desert, CA: Section 29 Improvement District, Monterey 170 / Section 29
Drainage Benefit Assessment District (1982 Act)
City of Santa Clarita, CA: Golden Valley Assessment District, Santa Clarita Mall
Community Facilities District, Vermont/Everett Road Improvement District, and the Soledad
Canyon Road Improvement District
City of Irvine, CA: Stonegate Assessment District, Orchard Hills Assessment District
City of Irvine, CA: Portola Springs and Orchard Hills Improvement Districts, 1913/15 Act
Subdivision Improvements
Anaheim Convention Center, CA: Mello -Roos and 1913/15 Acts
ffComprehensive, Innovative. Trusted. 17 Proposal to Conduct the
Annual Levv of Special Districts
City of Santa Clarity
4. Tasks
Provided within this section is a detailed description of the tasks associated with the Annual Administration of
specific City assessments and Assessment Annexation Projects.
Annual Administration Services
Willdan offers to perform the following tasks in order to properly administer the following:
• Drainage Benefit Assessment District Landscape Maintenance District
• Streetlight Maintenance District Open Space Preservation District
• Golden Valley Open Space Preservation District Tourism Marketing District
• Stormwater Pollution Prevention Fee
Please note, a few of the tasks below may not be applicable to the City's stormwater fee
1. Schedule an annual kick-off meeting with City staff to review the existing district information. Identify and
discuss possible changes to the districts for the upcoming fiscal year, including budget issues, annexations,
modification or expansion of district improvements, as well as legislative changes that may impact the
district.
2. Prepare an annual levy timeline identifying key dates and timeframes for pertinent tasks throughout the levy
process. This timeline will be reviewed and discussed with City staff. As needed, the timeline will also be
adjusted to address the City's scheduling requirements or proposed district changes.
3. Review the district budgets provided by the City, and coordinate with City staff to assist with accurate cost -
recovery accounting. Willdan will assist City staff to prepare and review the annual district budgets; thus
ensuring the appropriate incorporation of maintenance contract costs, administrative expenses, material
costs, capital costs, and other incidental costs into the district budget to achieve maximum cost -to -benefit
equity. Willdan can help verify that adequate and appropriate fund balances are identified. In addition,
Willdan will use the updated parcel databases for the districts to provide estimates of the assessment
revenue for the upcoming fiscal year. These revenue estimates will be incorporated into the fiscal year
budgets for the district, which will be analyzed to determine required changes in the level of assessment or
funding from other sources.
4. Maintain and update a parcel levy database by using the parcel information from various sources. As new
data becomes available, update the database and enhance the data through parcel research using current
secured roll information, County Assessor maps, various third -party resources, and specific information
provided by the City (e.g., up-to-date map approval status, building permits or certificate of occupancy
data). Updates to the database will include those necessitated by the addition and/or removal of parcels,
land subdivisions and merges, ownership and mailing address changes, and adjusted benefit unit
information. This database will then become the source for the calculation of the annual district
assessments/charges.
Based upon their assigned benefit, our MuniMagic software will be used to calculate the annual
assessments/charges for the parcels within the district. The same data can then be used to reproduce
databases of assessed parcels in hardcopy, CD ROM, or other electronic formats. The County secured roll,
Assessor's parcel maps, or any other necessary or required data sources for the calculation of the annual
assessments/charges will then be purchased by Willdan.
5. Draft resolutions (if requested) to be adopted in conjunction with the annual levy of assessments/charges
by utilizing resolutions previously adopted by the City for the annual levy process. If requested, assist City
staff in the preparation of staff reports. The City acknowledges that the City Attorney will review all
resolutions for form and content, as is intended.
6. Attend the annual public hearing and be available to answer any questions.
Comprehensive. Innovative. Trusted. 18 Proposal to conduct the
�!i!!J� Annual Levy of Special Districts
City of Santa Clarity
7. Prepare in accordance with the Landscaping and Lighting Act of 1972, the provisions of California
Constitution Article XIIID (Proposition 218), and the district's annual Engineer's Report.
The Engineer's Report will include the following required items, which will be tailored to the specific district:
• A general description of the district, which may include key historical facts, zone designations, and
discussion of district benefits.
• A description of the plans and improvement specifications (this may apply to documents on file at the
City).
• An estimate of the costs of the improvements (budget).
• A description of the Method of Apportionment (assessment calculation).
• A diagram of the district (provided by the City).
• An Inventory map (provided by the City).
• An assessment of the estimated cost to each parcel.
8. Provide the City with two (2)
bound copies of the full Engineer's
Reports, and
one (1) bound copy of the
confirmed assessment rolls.
9. Provide assessment/charge amounts for each parcel by Assessor's Parcel Number to the County
Auditor/Controller's Office in the media, format, and configuration required by the County for placement on
the annual property tax roll.
10. Provide resolutions ordering the levy, collection of assessments/charges, and any other necessary
information to the County Auditor/Controller's Office.
11. Research the exceptions upon receipt of a parcel exceptions list from the County; and update parcel number
changes, as well as report the revised parcels and updated levy amounts to the County. As necessary,
Willdan will prepare for City staff additional County -required correspondences relating to the submittal,
correction, or removal of assessments/charges to the County tax roll.
12. Provide the City with a levy summary report comparing budget amounts to the actual applied levy. This levy
summary will include a description of the reasons for any significant variances between the amounts
budgeted, and the amounts actually applied to the County tax roll.
13. Act as primary contact (at the discretion of the City) to answer property owner questions regarding the
districts and assessments. Willdan typically provides the County our toll-free telephone number for inclusion
on the tax bills for property owners to call with questions.
14. (Optional): Prepare and mail invoices (handbills) to all property owners whose proposed annual
assessment/charge for their parcel could not be applied to the County tax roll (parcels for which the County
does not generate a tax bill). These invoices would be provided in two installments, similar to the County
tax bills, and would be payable directly to the City. This is an optional service, and the cost associated with
this service is not included in the annual fee; but may be provided at our then current hourly consulting
rates (see "Additional Services" section), plus expenses.
15. Monitor and track delinquent charges, and bi-annually provide updated delinquency information.
Client Responsibilities — Annual Administration
As required by law, the City is responsible for publishing the Public Hearing notices in the local newspaper, as
well as for the posting of these notices.
Willdan will rely on being able to obtain the following information from the City:
• Annual budget information, including estimated fund balances.
• Changes, modifications, or updates to the improvements described in the previous year's Engineer's
Report(s).
• Copies of the resolution(s) and other documentation required by the County for submittal of the annual
levy.
Comprehensive. Innovative. Trusted. 19 Proposal to conduct the
Annual Levy of Special Districts
City of Santa Clarity
• Updated boundary diagrams, as required.
• Pertinent development information, if needed.
Annexation Services
Two work plans are provided within this subsection since the tasks that Willdan would follow for an annexation to
the City's Streetlight Maintenance District No. 1 (SMD) is slightly different than the tasks associated with an
annexation to the Drainage Benefit Assessment Areas and/or Landscape Maintenance District. This nuance is
specific to Willdan, since Mr. McGuire and his team have worked with the City for a number of years on
annexation, re-engineering and formation projects. Furthermore, Mr. McGuire has assisted the City with the
streamlining of the SMD annexation process which has allowed for our abbreviated work plan. Rest
assured, regardless of the work plan followed, the associated tasks will be performed pursuant to the applicable
state legislation and the provisions of the California Constitution.
Streetlight Maintenance District No. 1 Annexation Services
The following outlines the tasks associated with annexation of new development to SMD. As previously stated,
Willdan has worked with the City for a number of years on similar engagements resulting in the development of
a standardized annexation report that can typically be utilized for future projects of this nature. Due to the
streamlining of the annexation process, the following scope of services has been abbreviated.
Task 1: Annexation Documentation and Database Development
Objective: The initial task for each territory to be annexed ("project") will be to obtain from the City all related
development and improvement plans necessary to update the Engineer's Report and parcel
database.
Description: Utilizing documentation provided and electronic parcel information available to Willdan for the project,
establish and update, as needed, an annexation assessment database utilizing available resources;
including the County Secured Roll, City data and third -party data, such as CD -data. The updated
database will contain all property within the project area (development) proposed to be annexed into
the City's SMD No. 1. We will also identify potential benefits to nearby properties that may not be a
part of the annexation
Task 2: Development of Benefit Nexus and Assessments
Objective: Develop appropriate benefit findings (general versus special), cost allocation (method of
apportionment) and the proposed assessments based on the provisions of the California Constitution
and current case law.
Description: Willdan will establish an appropriate methodology for the apportionment of costs. The benefit nexus
and cost allocation developed for the annexation area/development must be in compliance with the
provisions of the California Constitution and consistent with applicable recent court decisions,
specifically focusing on the identification and quantification of special and general benefits.
Task 3: Prepare Engineer's Report
Objective: Preparation of a comprehensive Engineer's Report based on findings, recommendations and
assessments established during prior tasks.
Description: Utilizing the Engineer's Report that has been honed over the past several years, prepare an updated
Report that integrates the method of apportionment and benefit analysis specific to the annexation
area/development to be annexed to the SMD.
This report, prepared under the applicable state legislative statute and the provisions of the California
Constitution Article XIIID (Proposition 218), will be the basis for the assessment ballots and notices
to be mailed to property owners.
The Engineer's Report will contain the following information.
• Plans and specifications that describe the area of special benefit, the proposed
assessment, and the improvements.
WComprehensive. Innovative. Trusted. 20 Proposal to conduct the
�!i!!J� Annual Levy of Special Districts
City of Santa Clarita
• Method of apportionment that outlines the special benefit conferred on properties from the
improvements, as well as calculations used to establish each parcel's proportional special
benefit assessment; plus, a description of the assessment range formula that establishes the
maximum assessment rate in subsequent fiscal years.
• Budget that outlines the costs and expenses to provide, service and maintain the
improvements, including authorized incidental expenses.
• Assessment diagram that identifies the boundaries of the proposed area to be annexed to
the district.
• Assessment roll that contains each of the Assessor Parcel numbers to be annexed to the
district and the proportional new maximum assessment.
• Affidavit stating that a professional engineer has prepared the report.
Deliverables: One (1) draft Engineer's Report for review by City staff prior to submittal to the City Council for
approval.
Task 4: Assist with Resolution Preparation
Objective: Review the necessary resolutions for the Intent Meeting and Public Hearing.
Description: We will review drafts of each resolution prepared by City staff prior to the City Council meeting
agenda deadline. It is anticipated that the following four (4) resolutions will be required for City
Council action and approval.
Intent Meeting (two [2] resolutions):
• Resolution Initiating Proceeding, and
Resolution
of Intention
(preliminarily approves
the
proposed assessments outlined in the
Engineer's
Report; sets
the Public Hearing date;
and
calls for mailed ballots).
Public Hearing (two [2] resolutions):
• Resolution Declaring Results of the Balloting; and
• Resolution Confirming the Annexation of Territory, Approving the Engineer's Report;
confirming the Assessment Diagram and ordering the levy and collection of assessments.
It has been our experience that City staff typically prepares the resolutions necessary for assessment
district formation/annexation projects. Although Willdan can prepare each of the necessary
resolutions on behalf of the City, upon request.
Deliverables: We anticipate a total of four (4) resolutions will be required for City Council action and approval.
Task 5: Prepare Notices and Ballots
Objective: Prepare the necessary Notice of Public Hearing and assessment ballots in compliance with the
provisions of the California Constitution (Proposition 218).
Description: Drawing upon our prior SMD annexation experience, Willdan will prepare drafts of the required Notice
of Public Hearing and assessment ballot that will eventually be mailed to the property owner of record
subject to the proposed new assessment. Draft copies of these documents will be sent to the City
for review and comment prior to finalization of the documents.
Deliverables: Draft notice and ballots will be delivered to City staff for review and comment prior to the preparation
of the final versions for printing and mailing. In addition, if warranted, Willdan will prepare and provide
the City with a consent and waiver document.
Task 6: Print and Mail Notices and Ballots
Objective: Print and mail notices and assessment ballots.
it Comprehensive. Innovative. Trusted. 21 Proposal to conduct the
Annual Levy of Special Districts
City of Santa Clarity
Description: After finalizing the notice and ballots with City staff and upon the City Council's adoption of the
Resolution of Intention, we will coordinate and facilitate the printing and processing of the notices
and ballots for mailing. A return #9 envelope addressed to the City Clerk will be included for the
convenience of the property owner to mail back the assessment ballot.
Our proposed fee includes the estimated expense to print and mail the notices and ballots (including
postage), based on a standard layout that includes each piece being printed on a single, double -
sided page.
Deliverables: Notices and ballots mailed to property owners of record within the proposed annexation area. Mailing
of the ballots and notices will be completed a minimum of 45 days prior to the Public Hearing date
as required by law.
Drainage Benefit Assessment Areas and/or Landscape Maintenance District
Annexation Services
Outlined below is the work plan associated with the annexation of new development to the City's existing Drainage
Benefit Assessment Areas and/or Landscape Maintenance District.
Task 1: Annexation Documentation and Database Development
Objective: The initial task for this project will be to obtain from the City and/or developer all related development
and improvement plans necessary to prepare an Engineer's Report and to establish an electronic
database. The updated database will contain all property within the project area proposed to be
annexed into the applicable existing district.
Description: Utilizing documentation provided and electronic parcel information available to Willdan for the project
area, establish and update as needed, an annexation assessment database utilizing available
resources; including the County Secured Roll, City data and third -party data, such as CD -data. This
database will contain properties proposed to be annexed to LLD No. 2012-01 and will incorporate,
as needed, key parcel information and characteristics relevant to the development of the method of
apportionment and necessary for implementing the proposed assessments and balloting. We will
also identify potential benefits to nearby properties that may not be a part of the annexation
Deliverables: None at this time. Summaries and specific elements of this task will eventually be incorporated into
the Engineer's Report, assessment roll and ballots.
Task 2: Establish Comprehensive Improvement Matrix and Budgets
Objective: Work with City staff to identify the improvements specifically associated with the development to be
included in the annexation territory. Based on this improvement matrix prepare a comprehensive
annual budget to achieve maximum cost -to -benefit equity and ensure the long-term financial stability
and funding of the improvements. Based on our knowledge of the City's landscape maintenance
districts, we recognize that the annexation process for new developments to the City's existing
District may likely involve developing proportional assessments associated with the development's
benefit from the broader shared improvements of Zone 2008-1, as well as the local improvements
associated with the development that may be in the form of an annexation to an existing local Zone
or the establishment of a new Zone.
Description: In cooperation with City staff, identify and quantify the specific improvements to be installed and
maintained in connection with the development of properties in the annexation territory, as well as
any other improvements in the vicinity that may be funded in whole or in part through the proposed
assessments. In addition, discuss and identify any proposed improvements that may benefit
surrounding parcels and/or future developments in the area and prepare an appropriate annual
budget for the maintenance and operation of such improvements. The budgets will be developed in
cooperation with City staff utilizing Willdan's budget modeling software that utilizes standard per unit
costs for such improvements and the City's historical maintenance costs. The development of the
budgets may incorporate, but is not limited to: regular annual maintenance and energy expenses (if
applicable); specific servicing cost and administrative expenses provided by the City; long-term repair
and rehabilitation costs; and any other funding deemed appropriate to provide the improvements.
"Comprehensive. Innovative. Trusted. 22 Proposal to conduct the
Annual Levy of Special Districts
City of Santa Clarity
The proposed budget prepared during this task should be comprehensive and identify the full long-
term cost of providing the improvements, including appropriate reserve funding. In addition, the
budget will likely identify costs considered to be general benefit and available funding from other
sources. The goal of this task is to accurately depict the true funding requirements to operate and
maintain the improvements and to quantify and separate general benefit and the proportional special
benefit to properties within the annexation territory.
Meetings: None. It is anticipated that the City's assistance and input for this task will be provided through
conference calls and e-mails.
Deliverables: None at this time. The resulting budget information along with the method of apportionment
developed in Task 3 will be discussed with City staff in conjunction with the preparation of the
Engineer's Report.
Task 3: Development of Benefit Nexus and Assessments
Objective: Develop appropriate benefit findings (general versus special), cost allocation (method of
apportionment) and the proposed assessments based on the provisions of the California Constitution
and current case law.
Description: Willdan will establish an appropriate methodology for the apportionment of costs. To the extent
possible, the method of apportionment established for any new formation or annexation will mirror
the method of apportionment previously implemented for such districts. However, ultimately the
benefit nexus and cost allocation developed for each district formation and/or annexation must be in
compliance with the provisions of the California Constitution and consistent with applicable recent
court decisions, specifically focusing on the identification and quantification of special and general
benefits. In some cases, it may be necessary to deviate from the method of apportionment historically
utilized and/or the allocation of general benefit costs the City would be obligated to fund from other
sources.
Deliverables: None. Any significant funding or apportionment issues that are identified will be discussed with City
staff before proceeding with the annexation process.
Task 4: Prepare Engineer's Report
Objective: Preparation of a comprehensive Engineer's Report based on findings, recommendations and
assessments established during prior tasks.
Description: Based on findings and results from the previous tasks and discussions with City staff, prepare an
Engineer's Report that integrates the method of apportionment and benefit analysis established in
prior tasks.
This report, prepared under the applicable legislative statute and the provisions of the California
Constitution Article XIIID (Proposition 218), will be the basis for the assessment ballots and notices
to be mailed to property owners.
The Engineer's Report will contain the following information.
• Plans and specifications that describe the area of special benefit, the proposed assessment,
and the improvements.
• Method of apportionment that outlines the special benefit conferred on properties from the
I
mprovements, as well as calculations used to establish each parcel's proportional special
benefit assessment; plus, a description of the assessment range formula that establishes the
maximum assessment rate in subsequent fiscal years.
• Budget that outlines the costs and expenses to provide, service and maintain the
improvements, including authorized incidental expenses.
• Assessment diagram that identifies the boundaries of the proposed area to be annexed to the
district.
• Assessment roll that
contains each
of the Assessor
Parcel numbers to be annexed to the
existing assessment
district and the
proportional new
maximum assessment.
Comprehensive. Innovative. Trusted. 23 Proposal to conduct the
Annual Levy of Special Districts
City of Santa Clarity
• Affidavit stating that a professional engineer has prepared the report.
Deliverables: One (1) draft Engineer's Report for review by City staff prior to submittal to the City Council for
approval.
Task 5: Assist with Resolution Preparation
Objective: Review the necessary resolutions for the Intent Meeting and Public Hearing.
Description: We will review drafts of each resolution prepared by City staff prior to the City Council meeting
agenda deadline. It is anticipated that the following four (4) resolutions will be required for City
Council action and approval.
Intent Meeting (two [2] resolutions):
• Resolution Initiating Proceeding, and
Resolution
of Intention
(preliminarily approves
the
proposed assessments outlined in the
Engineer's
Report; sets
the Public Hearing date;
and
calls for mailed ballots).
Public Hearing (two [2] resolutions):
• Resolution Declaring Results of the Balloting; and
• Resolution Confirming the Annexation of Territory; Approving the Engineer's Report;
confirming the Assessment Diagram and ordering the levy and collection of assessments.
It has been our experience that City staff typically prepares the resolutions necessary for assessment
district formation/annexation projects. Although Willdan can prepare each of the necessary
resolutions on behalf of the City, upon request.
Deliverables: We anticipate a total of four (4) resolutions will be required for City Council action and approval.
Task 6: Prepare Notices and Ballots
Objective: Prepare the necessary Notice of Public Hearing and assessment ballots in compliance with the
provisions of the California Constitution (Proposition 218).
Description: Utilizing our experience with similar projects, Willdan will prepare drafts of the required Notice of
Public Hearing and assessment ballot that will eventually be mailed to the property owner of record
subject to the proposed new assessment. Draft copies of these documents will be sent to the City
for review and comment prior to finalization of the documents.
Deliverables: Draft notice and ballots will be delivered to City staff for review and comment prior to final versions
prepared for printing and mailing. In addition, if warranted, Willdan will prepare and provide the City
with a consent and waiver document.
Task 7: Print and Mail Notices and Ballots
Objective: Print and mail notices and assessment ballots.
Description: After finalizing the notice and ballots with City staff and upon the City Council's adoption of the
Resolution of Intention, we will coordinate and facilitate the printing and processing of the notices
and ballots for mailing. A return #9 envelope addressed to the City Clerk will be included for the
convenience of the property owner to mail back the assessment ballot.
Our proposed fee includes the estimated expense to print and mail the notices and ballots (including
postage), based on a standard layout that includes each piece being printed on a single, double -
sided page.
Deliverables: Notices and ballots mailed to property owners of record within the proposed annexation territory.
Mailing of the ballots and notices will be completed a minimum of 45 days prior to the Public Hearing
date as required by law.
It Comprehensive. Innovative. Trusted. 24 Proposal to conduct the
Annual Levy of Special Districts
City of Santa Clarita
Task 8: Council Meeting
Objective: Attend either the Intent Meeting or Public Hearing to answer questions posed by the City Council.
Description: At the City's request, a Willdan representative will attend either the Intent Meeting or the Public
Hearing to be available to answer questions from the City Council regarding the Engineer's Report
and/or annexation proceeding.
We recognize that over the years, the City has processed numerous district annexations and
formations and typically the Intent Meeting for this type of project is a procedural formality and
Willdan's attendance at the Intent Meeting is not typically required. Therefore, our typical scope for
formations/annexations assumes that Willdan will not need to attend this Council Meeting. However,
at the City's request, the Willdan project manager or representative can attend the City Council Intent
Meeting.
Meetings: One (1) City Council session. Our pricing is based upon the assumption that the Willdan project
manager will attend a single Council meeting, but at the City's request will also be available to attend
additional meetings as noted the in the Cost Proposal.
Client Responsibilities — Annexation Services
To assist the Willdan Team, the City will provide the following information and/or services:
• Detailed listings and descriptions of the improvements, services and/or maintenance to be funded, which
needs to be reviewed during the initial part of this project. Provide (as needed) pertinent budget information,
which may include estimated construction costs, estimated service costs or rates, specific replacement
costs and/or capital expenditures, City overhead, and available funding from other sources that can be used
to offset costs.
• Various maps
or diagrams
(either
electronically or
in hardcopy)
of the improvement areas and/or parcels to
be included in
district.
• Prepare all internal memos, staff reports, and other supporting documents necessary for Council agendas.
• Arrange for any required publication notices of City Council meetings or Public Hearing in the local
newspaper.
• Review the draft reports and resolutions before the final documents are submitted for the Council agenda
packets. This review is usually performed by department staff, but may include the City's legal counsel.
Requested changes shall be submitted to Willdan in writing.
Willdan will rely on the validity and accuracy of the City's data and documentation to complete our analysis. We
will further rely on the data as being accurate without performing an independent verification of accuracy, and
that we will not be responsible for any errors that result from inaccurate data provided by the client or a third
party.
Legal Opinions: In preparing the resolutions, notices and ballots, Willdan will provide our professional expertise.
Since we do not practice law, we ask that the City's legal counsel review the documents. We will assist your
attorney in identifying any pertinent legal issues.
it Comprehensive. Innovative. Trusted. 25 Proposal to conduct the
Annual Levy of Special Districts
City of Santa Clarita
5. Subcontractors
Willdan will not
require the
assistance of
a subcontractor in
order to complete the scope of services identified
within the City's
RFP for the
Annual Levy
of Special Districts.
6. City Resources
Willdan does anticipate that City services and/or City staff resources will be necessary to supplement the scope
of services identified herein in order to achieve the desired project objectives. Although we have identified a list
of information (titled "Client Responsibilities") specific to Annual Administration and Annexation Services that will
need to be provided by City staff in order to properly execute the tasks identified. Although due to our existing
working relationship with the City, the fulfillment of these data requests will not be labor intensive on the part of
either party.
7. Conflict of Interest
Willdan
is
not aware of any potential
conflicts
of interest with other clients that may arise due to the performance
of work
on
the City of Santa Clarita's
behalf.
Comprehensive. Innovative. Trusted. 26 Proposal to Conduct the
Annual Levy of Special Districts
City of Santa Clarita
8. Additional Data
Property Owner Service Representatives
Willdan acts as the primary contact to provide assistance and answer property owner questions regarding the
districts. Willdan's toll-free telephone number will be provided to the County for inclusion on the tax bills for
property owners to call with questions throughout the year. Likewise, Willdan will field inquiries from City staff,
lenders, and other interested parties concerning the annual installments. Phone inquiries will be documented
using Willdan's proprietary computer system. A phone call log can be sent (upon request) to the City.
Willdan employs dedicated property owner service representatives, who respond to phone inquiries and serve as
the primary contact in answering questions related to charges, assessments, and special taxes on property owner
tax bills. They utilize Willdan's proprietary computer system, MuniMagic, to readily access the owner's name, the
Assessor's Parcel Number (APN), the existing taxes/assessments, and more; thus enabling expedient service.
In addition, our phone system is specifically set up to automatically route calls to an available person so that
property owners will reach a live representative, and not voicemail. This ensures that City staff is not directly
impacted by these calls, but instead can be confident that property owner inquiries are answered expediently and
professionally.
Our representatives field property owner and other interested parties' questions in fluent English, Spanish,
Tagalog, Korean, and Vietnamese. They are available to respond to phone calls from 8:00 am until 5:00 pm,
Monday through Friday (excluding major holidays when Willdan offices are closed).
APN; 670-182-024
De41od bl sod DippuNa
Cd Dete', d1/28120040223M 71
Cl Nems IJ:nsmith
Typedcalm Pmpueyniou
They have been trained to respond to questions relating to fees, charges,
assessments, and special taxes. They use Willdan's proprietary computer
system to readily access the owner's name, the Assessor's Parcel
Number, the existing taxes or assessments, and more; thus enabling
expedient service. To allow consistent answers for common questions, we
have established scripts for our clients, such as:
Fe�Ilu Gr PyplfOwk,'EnvaLe//Ew4neYan
He>eWlvt Pmmded Paydl Dude m
Call ID and Time Created by
1025 8111'. 52 A. M. Jennifer Sharp
1143 2/20/20163,42 P. M. Melissa Hunt
2268 2/2/2016215 P.M. Peggy Marsh
8529 6/26/201610'. 59 A.M. Julie Ray
3462 5/30/20168:22 A.M. Tulle Ray
6952 4/4/20164:30 P.M. Melissa Hunt
2535 3/6/20169:55 A.M. Peggy MarsM1
0256 2/14/20161:03 P. M. Jennifer Sharp
2216 1/15/201612'.14 P.M. Jennifer Sharp
What are the charges funding?
How long will the charge be levied?
Can it be paid off?
Will it increase?
We will meet with your staff to discuss appropriate answers to these and
other pertinent questions; likewise, we will provide our property owner
service representatives with an authorized script. In addition, our property
owner service representatives will keep a phone call log, a sample call log
has been provided below.
APN Caller Name
212-360 450 9 Keith Crow
215-684-522-8 Jonathan Monroe
845-346-2257 Kelly MCHollater
324-854-236-6 Aided Williams
456-654-123-5 Nancy Goal
698-632-458-4 Virginia Richardson
293-589-210-3 lose Guttierez
693-852-056-2 Nicolle Hendrickson
192-822-502-1 Buffy Johnson
SAMPLE
Assessment District No.1
Phone Call History
Type of Caller
Erro for CaN
Property Owner
Payoff Quote/Estimate Explanation
Provided Instructions for 0rdering Information
Title Company
Maximum Tax Explanation
Provided Verbal Response/Explanation
Realtor
Final Maturity Date of Bond District
Provided Verba l Response/Explanation
_
Law Firm
Cha rge Methods log Fare nation
Provided Written Documentation
A345WWWiliamsmwfirmcom
Prospective Owner
Delinquency Information
Referred Callertor Attorney
Currently in Foreclosure
Developer_
Remaining Principal Amount
Provided Verbal Response/Explanation
Prospective Owner
Improvement Description
Provided Verbal Response/Explanation
Realtor
Notice of Special Tax/Assessment
Provided Written Documentation
NhendricksonMLawerstitle.com
_
Other
Other
Referred Callerto County
Questions on Ad Valorem Taxes
Comprehensive. Innovative. Trusted. Proposal to Conduct the
27 Annual Levy of Special Districts
City of Santa Clarita
Exceptions of the City's RFP
Willdan's attorney has reviewed the City's sample Agreement, and we kindly request the City's consideration of the
contract exceptions outlined below, revised language has been underlined.
22. INSURANCE.
B. Commercial general
liability insurance....
Such
insurance will be on an "occurrence," not
a "claims
made," basis and will
not be cancelable
except
upon thirty (30) days prior written notice to
CITY
(10)
days' notice
if
cancellation
is due
to nonpayment
of
premium.
Required Documentation
Provided on the following pages are completed copies of the Proposal Form and acknowledgement of Addendum
#1.
Comprehensive. Innovative. Trusted. 26 Proposal to Conduct the
Annual Levy of Special Districts
CITY OF SANTA CLARITA
REQUEST FOR PROPOSAL SCHEDULE
PROPOSAL # NS -16-17-08
ELECTRONIC PROPOSALS ARE DUE BEFORE: 11:00 A.M., November 14, 2016
The City of Santa Clarita invites electronic proposals for:
SAMPLE
Proposal responses must be uploaded to Planet Bids at:
htti),I/wvAv.planetbids.com/portal/portal.cfm?Comr)anvlD=168409
2. Prices shall be D.D.P. Destination or for the service rendered.
3 Proposer shall honor proposal prices for sixty (60) days or for the stated contract period,
whichever is longer.
4 Proposals must include this Proposal form and be signed by the contractor's authorized
representative. This signature acknowledges the proposer has read and understands the
requirements contained on pages 1 to 23
5. The last day for questions will be 5:00 PM, October 18, 2016.
6. The contractor is responsible for the accuracy and completeness of any solicitation form
not obtained directly from the City.
PROPOSER TO READ
I have, read, understood, and agree to the terms and conditions on all pages of this proposal. The
undersigned agrees to furnish the commodity or service stipulated on this proposal as stated above.
Company: ylfilldan Financial Services
Name (Print): Mark J. Risco
Company Phone No.: (951) 587-3500
Title of Person Signing lfid: President and CEO
Bid # NS -16-17-08 I
ADDENDUM #1
For
City of Santa Clarita Request For Proposal
NS -16-17-08
ANNUAL LEVY OF SPECIAL DISTRICTS
October 13, 2016
This addendum must be acknowledged via Planet Bids and should be included with the bid
response.
To follow, please find Exhibits to assist with the LMB Engineer's Report.
A. Drainage Benefit Assessment District Boundaries
B. Landscape Maintenance District Boundaries
C. Streetlight Maintenance District Boundaries
D. Golden Valley Ranch Open Spaces
E. Open Space Preservation Districts
Willdan Financial Services
Company Name
Bid # PR -13 14 11
November 11, 2016
Date
WrWILLDAN
27368 Via Industria, Suite 200
Temecula, California 92590-4856
800.755.6864 1 951.587.3500 1 Fax: 951.587.3510
w .willdan.com
/W I LLDAN
FINANCIAL SERVICES
November 14, 2016
Purchasing
City of Santa Clarita
23920 Valencia Boulevard
Santa Clarita, California 91355
Re: Cost Proposal to Conduct the Annual Levy of Special Districts for the City of Santa Clarita
To Whom It May Concern:
Willdan Financial Services ("Willdan") is pleased to submit this cost proposal to the City of Santa Clarita ("City") to
conduct the Annual Levy of Special Districts. The following information has been provided separately per the
instructions identified within Request for Proposals (RFP) NS -16-17-08.
To discuss any aspect of our technical and/or cost proposals, or to arrange for an interview with our team, please
contact Senior Project Manager Stacee Reynolds at (951) 587-3551 or via email at srevnolds(cDwilldan.com.
Sincerely,
WILLDAN FINANCIAL SERVICES
xe� 04
Mark J. Risco
President & CEO
Engineering and Planning I Energy Efficiency and Sustainability I Financial and Economic Consulting I National Preparedness and Interoperability
800.755.68641 fax: 951.587.3510 1 27368 Via Industria, Suite 200, Temecula, CA 92590 1 www.willdan.com
Willdan Financial Services
27368 Via Industria, Suite 200
Temecula, CA 92590
Cost Proposal
Special District and Fee Program Administration
The annual administration fee below reflects application of the scope of services identified within Willdan Financial
Services' ("Willdan") technical proposal. It is based on the time we estimate we will spend on average each year.
There will not be any additional charges for data requests, custom reports, or phone calls relating to the districts listed
below. The fees are payable as the work progresses, on a percentage -completion basis, unless another billing format
is mutually agreed upon between the City and Willdan. The fees and rates are subject to increase, which will not
exceed the most recent annual change in the Consumer Price Index (CPI) within the applicable area, as calculated
by the United States Department of Labor.
Landscape Maintenance Districts 86,157 $18,900.00
Streetlight Maintenance Districts
Drainage Benefit Assessment Areas
Open Space Preservation District
Golden Valley Ranch Open Space District
Tourism Marketing District
Stormwater Pollution Prevention Fee
Total Annual Administration Fee
54,811
1,899
62,331
424
62,289
7,000.00
6,500.00
6,500.00
2,150.00
1,250.00
4,300.00 MM
$46,600.00
Annexation Services
Provided below are typical fees anticipated for annexations and formations, which have been segmented by
district type. Although it is important to note that due to the unique characteristics potentially associated with a
pr6oject of this nature, these fees may require modification prior to initiation.
District/Zone Formation/Annexation
District/Zone Formation/Annexation
DistricUZone Formation/Annexation
Perform Maximum Rate Change
Perform Maximum Rate Change
District/Zone Formation/Annexation
$ 8,000 / base fee per single development annexation
$2,000 / per additional development annexation
$ 1.50 / per parcel for printing & mailing ballots
$ 6,500 / per Zone (assuming simple increase)
$ 1.50 / per parcel for printing & mailing ballots
$ 5,400 / per single annexation area
District/Zone Formation/Annexation $ 8,500 / base fee per single development annexation
District/Zone Formation/Annexation
District/Zone Formation/Annexation
Perform Maximum Rate Change
Perform Maximum Rate Change
$2,500 / per additional development annexation
$ 1.50 / per parcel for printing & mailing ballots
$ 6,500 / per Zone (assuming simple increase)
$ 1.50 / per parcel for printing & mailing ballots
It Comprehensive. Innovative. Trusted. Cost Proposal to Conduct the
1 Annual Levy of Special Districts
Willdan Financial Services
27368 Via Industria, Suite 200
Temecula, CA 92590
Please note the following specific to Annexation Services:
• Our fee will not be contingent on the outcome of the district annexation.
• The fees identified above include direct expenses, such as printing, postage and processing associated
with the mailing of the notices and ballots.
• Telephone conference calls are not considered meetings and are not limited by our proposal.
• If the City wishes for the Willdan project manager to attend face-to-face meetings, the fee is estimated to
be $1,200 per meeting.
• We will invoice the City monthly based on percent of the task completion.
Reimbursable Expenses
Willdan will be reimbursed for out-of-pocket expenses. Examples of reimbursable expenses include, but are not
limited to:
• Postage; 0 Electronic data provided from the county
• Travel expenses; and/or other applicable resources;
• Mileage (current prevailing rate); Construction cost periodicals; and
• Maps; Copying (currently 6¢ per copy).
Charges for meeting and consulting with the Council, the City, or other parties (or requests for reports containing
information not included in the Engineer's Reports, parcel databases, County secured roll, or County tax payment
tapes that are not listed in the scope of work) will be at our then -current hourly rates (see "Additional Services"
below).
In the event that a third party requests any documents, Willdan may, in accordance with Willdan's applicable rate
schedule, charge such third party for providing said documents.
City shall reimburse Willdan for any costs Willdan incurs, including without limitation, copying costs, digitizing
costs, travel expenses, employee time and attorneys' fees, to respond to the legal process of any governmental
agency relating to City or relating to the Project. Reimbursement shall be at Willdan's rates in effect at the time
of such response.
Additional Services
Additional authorized services will be billed at Willdan's then current hourly consulting rates. Our current hourly rates
are:
Principal
Senior Project Manager
Project Manager
Senior Project Analyst
Senior Analyst
Analyst
Analyst Assistant
Property Owner Services Representative
Comprehensive. Innovative. Trusted. 2
200
■ 165
.
145
130
.
120
100
.
75
55
MM
Cost Proposal to Conduct the
Annual Levy of Special Districts