HomeMy Public PortalAboutWildan Financial Services Agmt April 2010AGREEMENT
THIS AGREEMENT is made this /o/ / day of , 2010, by
and between the Town of Gulf Stream, a municipal corporation of the State of Florida
and Wildan Financial Services.
WITNESSETH:
WHEREAS, the Town of Gulf Stream seeks to obtain services to perform an
assessment methodology for financing an overhead utility undergrounding project; and
WHEREAS, the Town of Jupiter Inlet Colony has previously conducted a
Request for Proposal for such services; and
WHEREAS, the Town of Gulf Stream wishes to "piggyback" on the agreement
entered into between the Town of Jupiter Inlet Colony and Wildan Financial Services,
under Town of Jupiter Inlet Colony RFP No. 2010-02, a copy of which is attached
hereto.
NOW, THEREFORE, the parties agree as follows:
Section 1. The recitals stated above are affirmed and hereby incorporated in
this Agreement.
Section 2. The Town of Gulf Stream agrees to use the services of Wildan
Financial Services to perform an assessment methodology for financing an overhead
utility undergrounding project for the Town of Gulf Stream under the same terms and
conditions and for the same prices as set forth in RFP No. 2010-02 of the Town of
Jupiter Inlet Colony, a copy of which is attached hereto.
IN WITNESS WHEREOF, the parties have executed this Agreement the day and
year written above.
Signed, sealed and delivered in the
presence of: _ D_
WAit�n/ess
Witness
TOWN OF GU
LF STREAM
By
F -4d, ��
Its _pga�nr
111 ILDAN FINANCIAL--St=!='§S
it nes
itrte— —
P:IDOCS113147100001100C\1709053 DOC
WIWILLDAN
_ Financial Services
TMe Gage
RFF Mo. 2010-02
Overhead UlUgity Underrground5ing
Rli ethodoo®gy
Willdan Financial Services
7380 Sand Lake Road, Suite 500
Orlando, Florida 32819
Tel #:(407)352-3958
Fax #: (888) 326-6864
Contact Person:
Lee Evett, ice President
7380 Sand Lake Road, Suite 500
Orlando, Florida 32819
Tel #: (407) 352-3958
Fax #: (888) 326-6864
RFP No 2010-02: Overhead Utility Undergrounding Project Financing
W I LLDAN
Finandat Services
TITLE PAGE.....
TABLE OF CONTENTS
TRANSMITTAL LETTER
APPROACH TO THE PROPOSED SERVICES....................................1
ProjectUnderstanding................................................................................................1
Overall Approach and Method of Assessment.........................................................3
Town Commission Involvement.................................................................................4
TownStaff Involvement...............................................................................................4
CurrentWork Load......................................................................................................5
Methodology.................................................................................................................5
Feesand Charges........................................................................................................5
PAST EXPERIENCE ..................
Client References .................................
OPERATIONAL INFORMATION.........
Hours of Operation .........................................
Proposed Staffing Levels & Resumes..........
COST DETAIL ..................................
Additional Services .....................................
APPENDIX ...........................
Requested Town Forms ..............
......................................7
.............................................. 7
R]
13
.13
............................. A-1
RFP No 2010-02: Overhead Utility Undergrounding Project Financing
tV/WILLDAN
Financial Services
March 2, 2010
Joann Manganiello, Town Administrator
1 Colony Road
Jupiter Intel Colony, Florida 33469
Re: Overhead Utility Underground Project Financing: Assessment Methodology; RFP No.
2010-02
Dear Ms Manganiello:
Willdan Financial Services ("Willdan") is pleased to submit our proposal in response to Request for
Proposal (RFP) No. 2010-02. We believe our project team is the most experienced, capable and
qualified to undertake and successfully complete this project within the fimeframe required, In support
of this we present the following:
Project Understanding— The Town of Jupiter Inlet Colony is requesting the development of a
technically defensible assessment methodology for the purpose of producing revenue to finance an
Overhead Utility Undergrounding Project. Willdan understands that the assessments, collected using
the "Uniform Method", will be used to pay the annual debt service costs on special assessment
revenue bonds The methodology developed will be for the time period beginning with assessments
to be levied as of September 15, 2010. The methodology will be in the form of formulas by property
type, i.e. Single Family, Multi -Family and Commercial, with appropriate subsets. The formulas will
necessarily include benefit variations that will become evident from the apportionment process We
also understand the Town may use FP&L MGRUF funding, which may be used to reduce
assessment funding accordingly.
Commitment to Perform —With this letter, Willdan commits to perform all services as provided in
our proposal dated March 2, 2010 and within the fimeframes stipulated by statute and your RFP.
Why Willdan — Simply put, Willdan is a highly experienced firm in the preparation of assessment
methodologies for overhead utility undergrounding. Interestingly, Willdan is the only firm that has
developed a study of this type in the State of Florida We are experienced in assisting in the creation
of both Preliminary and final Official Statements for the Issuance of bonds, working with Bond
Counsel and testifying in Bond Validation Hearings. Willdan has the most experienced and
professional team to accomplish your goals pursuant to the RFP and the requirements of the Palm
Beach County Property Appraiser and Palm Beach County Tax Collector as well as state statutes.
Willdan Financial Services, a division of Willdan Group, Inc., is a financial and economic consulting
firm with a staff of over 60 professionals. Our clients include cities, counties, and special districts in
more than 35 states. Since June of 1988, the firm has served as an extension of our clients' staff,
augmenting existing personnel by providing specialized expertise.
Our proposal shall remain firm and valid for a period of ninety (90) days after the closing date of
March 3, 2010. As an officer of Willdan Financial Services, I have the authority to contractually bind
the firm.
Please feel free to contact Mr. Lee Evett, Vice President of Southeast Operations, to discuss any
aspect of this proposal or to arrange for an interview with our team. Mr. Evett can be reached at
(407) 352-3958 or via e-mail at levettewilldan.com. Further, the project will be assigned to our
Orlando office, located at 7380 Sand Lake Road, Suite 500.
Sincerely,
/////�
Mark Risco, Senior Vice President
Engineering I Geolechniml I Environmental I Sustainability I Financial I Homeland Security
407 352 3958 1 800 755 6864 1 fax: 888 326 6864 1 7380 Sand Lake Road. Suite 500, Orlando, FL 32819 1 www.willdan cum
WILLDAN
j Rnmclal services
Approach to the Proposed
Services
Project Understanding
The Town of Jupiter Inlet Colony seeks assessment methodology services for the
purpose of producing assessment revenue for the annual debt service of special
assessment revenue bond(s) issued to fund the cost of undergrounding utilities
Willdan is uniquely equipped to serve the Town for this Important engagement. Based
an our review of the Request for Proposals (RFP) and direct experience with the
development of assessment programs to fund utility undergrounding, we have
assembled the ideal project team to assist the Town with this Important engagement,
which is exemplified by the following:
The team members selected for the Tot
team has developed over 60% of these
• We have developed and implemented numerous utility undergrounding
assessment programs, often involving view enhancement and reliability
benefits We will bring this experience to the Town of Jupiter inlet Colony in
the form of a well thought-out, comprehensive and defensible assessment
methodology, employing proven concepts and approaches.
Willdan is the only firm to have developed an Assessment Methodology in
the Slate of Florida specifically for the undergrounding of overhead utility
lines
Proven success working with cities and towns in creating assessments to
fund the undergrounding of overhead utility facilities. In California,
assessment programs not only need to be based on the special benefits
properties receive from the undergrounding of overhead utilities, the proposed
assessments must also be approved by the affected benefitting property
Much of our success was due to our experience meeting with citizen groups
and explaining technical methodological concepts and benefit rationale We
work closely with our clients, their professional staff and property owners to
develop a successful public outreach approach. Our understanding of the
education and outreach processes will provide the Town an effective
approach to this phase of the project, increasing the likelihood for the long-
term success of the assessment program.
To serve the Town throughout this project, we have selected a group of senior
professionals who have recently worked on utility undergrounding
assessment programs. Mr Lee Evett will serve as principal -in -charge and
serve as the Town's principal contact- Mr. Habib Isaac, will serve as project
manager, and Ms. Jennifer Carter will provide analytical support. This is the
1
RFP No 2010-02: Overhead Utility Undergrounding Project Financing
iAKWILLDAN
Flnanclal Services
same team that served the Town of Palm Beach and completed their Utility
Undergrounding Assessment Program
Key Study Issues
Having carefully reviewed the Request for Proposal (RFP), we have identified four key
study issues, and developed a comprehensive and thoughtful approach to the project
These key study issues and the strategies Wilidan will utilize to address them are
provided below
Issue #1: Develop utility undergrounding assessment calculation formulas, by
property type.
It will be important to develop Drawing on ourextensive assessment
assessment formulas that have the experience, Wilidan will develop a
universality of application. The formulas < methodology that is fair, equitable and
must be applicable to any property flexible for the Town to utilize within any
area of the Town
Issue #2: Understand the need to develop assessment formulas that are
acceptable to the Town and properly owners.
._ __
New assessment rates need to be Wil idan w111 r corporate ouF knowledge
acceptable to the affected property gained from extensive public
owners. Without citizen acceptance, the presentations to develop assessment
funding methodology is lost formulas that are straightforward and
easily understood, as well as defensible
and provide the revenue stream required 1
Issue #3: Develop assessment formulas that are technically defensible and
provide the funding stream necessary to provide debt service, for the present
and in the future, for special assessment revenue bonds.
apportionment of costs be fair, gained from the creation of multiple utility
reasonable and related to the special and undergrounding assessments to develop
peculiar benefits property's receive a methodology based on the special and
peculiar benefits conferred on properties
"
that will fully fund and secure the
proposed bond issue.
2
RFP No. 2010.02: Overhead Utility Undergrounding Project Financing
*WILLDAN
Flnwcial Services
Issue #4: Communicate the Issues and educate the property owners with the
facts before they are asked to express their thoughts on the wisdom of funding
utility undergrounding projects through the imposition of non ad valorem
special assessments.
used by local government. The basic
principles of assessment programs must
be conveyed to affected property owners.
transmitting specific"elements of a
community outreach effort. The goal of i
the outreach effort will be to educate
property owners of the proposed
assessment program, Including the
development and mailing of a Frequently
Asked Question (FAQ) Guide and/or
property owner workshop.
Overall Approach and Method of Assessment
The Town of Jupiter Inlet Colony seeks a qualified consultant to develop an
assessment methodology related to the undergrounding of overhead utility facilities
The methodology developed will be transferable to any area of the Town and allow
flexibility for the Town to adjust the methodology to account for special considerations,
such as enhance aesthetics to certain properties of the Town as a result of the utility
undergrounding.
Willdan has formed numerous assessment programs related to utility
undergroundings for beach communities similar to the Town of Jupiter Inlet Colony,
Including the Town of Palm Beach in Florida and the California cities of Solana Beach,
Newport Beach, and Laguna Beach, as well as the City of Palm Desert. Our direct
experience with utility undergrounding projects provides us with a clear understanding
of the benefit factors to utilize for the proposed assessment program for the Town.
Please note that the defensibility tests for assessment programs in every state in
which we have developed assessment programs are based on the same foundation of
cost apportionment relative to special benefits received by affected properties
In developing an assessment program that is defensible, assessments must be
apportioned to special and peculiar benefits received by the assessed properties. In
the case of undergrounding utilities, all properties already receive or have access to
the distdbution of electricity and other utilities, which is considered a general benefit.
However, the methods and means of distributing electricity and other utilities through
the undergrounding of utilities is not considered a general benefit, but rather is a direct
and special benefit to the properties that access the undergrounded utilities
3
RFP No 2010-02: Overhead Utility Undergrounding Project Financing
WILLDAN
The methodology Willdan develops will identify benefit factors that provide a special
and peculiar benefit to properties that have their utilities undergrounded. These
benefits usually include the following.
1) Improved safety as a result of the removal of overhead utility poles and lines,
which reduces the potential of hazardous conditions in the event of natural
disasters, such as, a hurricane.
2) Improved reliability from new upgraded utility Imes, cables, and appurtenant
facilities installed in connection with the utility undergrounding. This will
provide a higher level of reliability of the utility services, and reduce exposure
to the elements that could cause potential damage and deterioration to the
facilities resulting in potential interruptions in utility services.
3) Improved overall neighborhood aesthetics by removing the overhead utilities,
which will eliminate an unusually heavy concentration of electric and
communication lines within the designated neighborhood.
These special benefit factors will be the basis of our methodology to determine the
degree of special and peculiar benefits conferred on different property types and
areas of the Town. In addition, although the proposed methodology will be developed
from a Town -wide perspective, these types of assessment programs require fieldwork
to be conducted to adequately assess the levels of benefit identified above and
develop a methodology that provides the flexibility to account for unique conditions for
certain areas or properties within the Town. In order to allow the Town Flexibility with
the methodology, the model developed will incorporate a complete parcel database
with formulas for each parcel in the Town. This model will be dynamic and allow the
Town to tum each of the benefits "on" or "off." As a result, assessments will be
assigned to properties in an equitable and reasonable manner that Is defendable and
easily understood by property owners.
This type of assessment programs typically requires the need to conduct workshops
to effectively communicate the methodology to the property owners within the Town
who will ultimately be obligated to pay the assessments. We have worked closely with
cities and towns in facilitating workshops to educate their constituents and provide a
forum where residents are given the opportunity to express their thoughts and ask
questions
Town Commission Involvement
Throughout the Overhead Utility Undergrounding Project Financing engagement,
Willdan anticipates the Town Commission's involvement to be minimal. A Final Draft
report will be presented in a workshop meeting, if requested, and the Town
Commission will need to accept the Final Report and incorporate the findings In the
Preliminary and Final Resolutions,
Town Staff Involvement
To assist the Willdan Team, the Town of Jupiter Inlet Colony will need to provide the
following:
• Parcel data;
• GIS files, if available;
• Zoning maps, charts and other descriptive documents of the Town;
• Preparation of all Commission documents including internal memos, and staff
reports; and
• Provide feedback from the Town Commission and their professional staff.
4
RFP No 2010-02: Overhead Utility Undergrounding Project Financing
W�W I LLDAN
Rnancial Services
Furthermore, Wilidan will rely on the validity and accuracy of the Town's data and
documentation to complete our analysis -
Current Work Load
Wilidan is sufficiently staffed to immediately assume this workload for the Town of
Jupiter Inlet Colony. Wilidan Financial Services currently employs over 60 individuals;
with more than sufficient resources remaining throughout the firm should they be
needed for assistance_ Willdan's current and anticipated workload will allow us to
perform the tasks identified in the Scope of Services subsection below.
Methodology
Below is our proposed methodology, or scope of services, described in detail by task.
We want to ensure that the following is responsive to the Town of Jupiter Inlet
Colony's needs and specific local circumstances. We will work with the Town to revise
our proposed scope based on input prior to approval of a contract, and as needed
during the course of the project
Task 1: Kick-off Meeting
A. Attend initial kick-off meeting with Town staff to discuss procedures and
responsibilities and establish project objectives.
B. Assist Town staff in establishing a project schedule
Task 2: Data Gathering
A. Gather information related to the project from the Town and the County.
Information will be gathered through meetings, correspondence, and follow-up
phone calls to ensure accuracy and completeness.
B. Conduct fieldwork throughout the Town to idenfify the relationship between the
overhead utilities and properfies served.
C Prepare a detailed parcel database of the Town showing parcel numbers,
assessment number, lot area, assessed land and structure values, development
status, ownership, property address, mailing address, and any other information
necessary. The database will be used to determine each parcel's benefit to
calculate an assessment amount once a specific project area and cost estimate
is available. Provide the Town with an electronic file of this data.
Task 3: Methodology Report
A Based on information previously gathered, prepare a preliminary assessment
methodology.
We will prepare an assessment roll and related computations from our
database including:
• Identifying the appropriate measurement factors on which to spread the
costs of undergrounding and assign factors to each parcel;
• Formula for each parcel to calculate an assessment;
• Computing the assessment for each parcel, which will automatically
populate once a project cost Is determined; and
• Determining the current property values based on current County records
This information may be used to determine the current value to lien ratio,
should such a calculation be desirable
5
RFP No. 2010-02: Overhead Utility Undergrounding Project Financing
WILLDAN
. Financial services
2 The assessment methodology will take into consideration the land use
designations of properties in the Town to determine the level of special benefit
received. The assessment methodology proposed will be designed to protect
the Town, as well as fairly assess properties in the Town.
B Using a proposed project cost, present how the methodology developed will
spread the overall costs to each property and their assessment amount.
C. To ensure all considerations have been addressed, the methodology will be
discussed with the project team, and then finalized for the assessment
methodology report The method will be devised to:
• Specifically address general benefit;
• The special benefit that each parcel receives, including aesthetic benefits;
• The special and general benefit ascribed to public agency parcels (if
appropriate); and
• The effect, both financial and political, on the present homeowner or future
purchaser of the properly.
Task 4: Report Preparation
A. Compile items from Task 2 and Task 3 into the assessment methodology report
and submit five (5) copies for review and comment to Town staff. After
discussion with and incorporation of staff feedback, we will present the report to
the Town Commission and field any related questions
The report will Include the following components:
• A description of the proposed public facilities to be funded;
• Benefit analysis;
• The method of assessment; and
• A catalog of assessment formulas, by property type with subsets.
Task 5: Meetings
A. Our scope includes attendance at the following meetings: one (1) meeting with
Town staff, one (1) workshop meeting to present the assessment methodology
and answer questions, and up to two (2) Town Commission meetings.
We will attend additional meetings at the Town's request for an additional fee.
B. Throughout the methodology development, Willdan will participate, as necessary,
in conference calls with the Town to facilitate in a timely manner the completion
of the assessment analysis and methodology report.
Fees and Charges
Please refer to the "Cost Detail" section, for a description of the fees and charges to
provide the services described above for the Town of Jupiter Inlet Colony's Overhead
Utility Undergrounding Project Financing: Assessment Methodology,
6
RFP No 2010-02: Overhead Utility Undergrounding Project Financing
WILLDAN
Financial services
-- -
Willdan has
I Past Experience
Client References
developed more
than 300
As requested on page 18 of the Town's RFP, under the subheading "Past
Experience," we have provided rive referencestproject descriptions for which similar
assessment
services were provided. Our project descriptions include the agency name, contact
methodologies.
name and title, address, telephone number, project duration, description of services
provided, and the contract amount Each project identified was completed in
accordance with the project schedule that was developed in concert with the
particular agency's staff.
City of Palm Beach, FL
Utility Undergrounding Assessment Program
On behalf of the City of Palm Beach, Willdan
Contact Information
completed the formation of a utility Relevance to Jupiter
Tom Bradford
undergrounding assessment program. The Inlet Colony:
Deputy Town Manager
program was developed to finance the removal • Development of
360 South County Road
I of all overhead utilities and their reinstallation in Assessment Methodology
Palm Beach, FL 33480
underground vaults and trenches. Unique to this • Utility Undergrounding
(561) 838-5400
project is the voluntary nature of each district's Community Outreach and
boundaries. As a result, Willdan designed an Education
Project Duration
assessment matrix that is applicable throughout
March — October 2009
the community. Project tasks included the completion of on-site fieldwork to review the
location of the utilities relative to the properties to be assessed, development of the
Contract Amount
assessment methodology used to determine each parcel's assessment amount, and
549,550
development of the formula matrix Finally, we presented the program to the
Commission for adoption
City of Palm Desert, CA
Utility Undergrounding Assessment District
Willdan completed the formation of a utility
Contact Information
undergrounding assessment district for the City of Relevance to Jupiter
Patrick Conlon
Palm Desert. The district was formed to finance inlet Colony:
Special Project Coordinator
the removal of all overhead utilities in a residential Development of
p
73.510 Fred Waring Road
Palm Desert, CA 92260
neighborhood in the City, and their reinstallation in Assessment clogy
(760) 346.0611 x386
underground vaults and trenches. Project tasks Utility Undergroundsounding
r
Included the completion of the Engineer's Report, . Community Outreach and
Project Duration
on-site fieldwork to review the location of the Education
2004— 2006
utilities relative to the properties to be assessed,
development of the assessment methodology that was used to determine each
Contract Amount
parcel's assessment amount, and completion of the property owner ballot
$119,887
proceedings. Moreover, we teamed with our Engineering Division to provide
administration bidding assistance and construction observation for the district.
Finally, we completed the tasks necessary to enroll the annual assessment charges
on the County Secured Property Tax Roll, and continue to perform this work on an
annual basis.
7
RFP No 2010-02: Overhead Utility Undergrounding Project Financing
Contact Information
Joe Chiquete
Project Manager
505 Forest Avenue, 2' Floor
Laguna Beach, CA 92651
(949)497-3311
Project Duration
July 2008 — September 2009
Contract Amount
$26,605
Contact Information
Dennis Coleman
Finance Director
635 South Highway 101
Solana Beach, CA 92075
(858) 720-2461
Project Duration
2004— 2008
Contract Amounts
S23,500 (District No. 2005-1
Barbara/6ranados)
521.500 (District No 2005-2
Pacific West Circle)
518,500 (District No. 2008-1
Marsolan)
Contact Information
Nick Hopkins
Fire Chief
304 North West 2nQ Street
Okeechobee,FL 34972
(863) 763-5544
Or
Kimberly Rodgers
Assistant Finance Director
(863) 763.9312
Project Duration
2007
Contract Amount
S41,000
WILLDAN
Finandal services
City of Laguna Beach, CA
Assessment District No. 08-1 (Summit Drive and Canyon
Acres Drive Utility Undergrounding)
Willdan assisted the City of Laguna Beach with
Relevance to Jupiter
the formation of an underground utility district in a
Inlet Colony:
developed area of the City The Willdan Team
prepared the assessment analysis and
Development of Assessment
Engineer's Report, assisted with the formation
Methodology
Uglily Undergrounding
process, and coordinated the balloting of property
Community Outreach and
owners. The purpose of the district was to
Education
underground the overhead utilities. The proposed
district was not approved by the Laguna Beach
property owners by 59%.
City of Solana Beach, CA
Utility Undergrounding Assessment Districts
For each of these three successful utility
undergrounding assessment districts, Willdan Relevance to Jupiter
completed assessment district formation Inlet Colon
proceedings in compliance with the State of y:
California's 1913 Act and Proposition 218 Bonds ' Development of Assessment
were issued for each district to fund the upfront Methodology
costs of construction. Utility Undergrounding
• Community Outreach and
For these formations, the Willdan Team worked Education
closely with City staff and property owner groups
to conduct extensive fieldwork, and develop an assessment methodology that was
understood and supported by property owners. The project team completed the
Engineer's Reports and other elements of the formation proceedings, including the
property owner balloting Finally, they completed the Notice of Assessment and
related tasks associated with the 30 -day cash collection period, and supported the
issuance of bonds by providing data to the consultants involved in the bond sale.
County of Okeechobee, FL
Assessment Methodology Review and Update
Willdan prepared an Assessment Methodology
Update Study for the County, and assisted their
special legal counsel through the "Uniform
Method" assessment adoption process. The
County felt their previous study had failed to
capture all costs associated with the services
being provided Willdan conducted an exhaustive
analysis of eligible methodology components and
the property within the affected area and
developed a methodology, which resulted in an
additional $1.5 million annually for the County
Relevance to Jupiter
Inlet Colony:
• With our experience, Willdan
succeeded in locating 1.5
million in new assessable
dollars each year.
• Willdan supported the
implementation and adoption
process, Including public
information.
• County -wide Assessment —
32,000 Parcels
a
RFP No 2010.02: Overhead Utility Undergrounding Project Financing
r AWILLDAN
i:. __-.i Fnanclal services
Operational Information
Hours of Operation
Pursuant to the Town's RFP, Willdan's hours of operation are 8 am to 5 pm, Monday
through Friday
Proposed Staffing Levels & Resumes
Our management and supervision of the project team is very simple: staff every
position with experienced, capable personnel in sufficient numbers to deliver a
superior product, on time and on budget. With that philosophy in mind, we have
selected Mr. Lee Evett as our principal -in -charge. Mr_ Evett will serve as the primary
representative to the Town during the proposal evaluation process, as well as
throughout the project.
Mr. Habib Isaac, Senior Project Manager in the Financial Consulting Services group,
will serve as project manager for the Town's engagement. Mr. Isaac will organize
and direct all work tasks and review interim work products. He will ensure the project
Is completed on time and within budget.
Ms. Jennifer Carter, Senior Analyst, will provide analytical support to this project_
She will work closely with Mr. Isaac and Town staff to develop a complete and
accurate assessment methodology that fits the Town's needs. Ms. Carter will ensure
that all the data is collected, interpreted, researched, and entered correctly.
Resumes for the team of professionals Identified above follow for your review. The
Willdan Team will not require the use of a subconsuitant In order to complete the
Town of Jupiter Inlet Colony's overhead utility undergrounding assessment
methodology project.
9
RFP No 2010-02: Overhead Utility Undergrounding Project Financing
Education
Masters in Public
Administration, Indiana
University
Bachelor of Arts, Purdue
University
Areas of Expertise
Assessment Methodology
Studies
Development Impact Fee
Analysis
Assessment Districts
Cost Allocation Plans
Cost or Services (User Fees)
Analysis
Management Analysis
Public Services Funding
Utility Revenue Analysis
Utility Rate Design
Affiliations
International City/County
Management Association
State Management
Associations In Pennsylvania,
Florida, Missouri, Colorado
and California
Florida Fire Chiefs
Association
Florida GFOA, Associate
Member
Florida City/County
Management Association
37 Years Experience
WILservices
yDAN
rir�d
Lee Evett
Principal -in -charge
Lee Evett, Vice President, is the lead consultant in Willdan's Orlando office Mr Evett
will serve as the principal -in -charge for the Town of Jupiter Inlet Colony's
engagement. He has been specifically selected for this role because of extensive
management history in the State of Florida, as well as his history of assessment
methodology development.
Currently, he is responsible for assessment methodology studies, impact fee studies,
economic consulting studies, local improvement district implementation, arbitrage
rebate calculations, municipal disclosure, and district administration services for
agencies throughout the Southeastern United States
Mr Evett comes to Willden with more than 34 years of public experience as a City
Manager with extensive experience managing cities in five states He is well versed in
every facet of municipal operations including assessments, annexations, major capital
improvement projects funded with various types of bonded indebtedness including
assessment revenue, utility acquisition and operations, capital and operational
budgeting and growth management planning
Assessment Methodology Experience
• City of Palm Beach, FL: Utility Undergrounding Assessment Program
• City of North Port, FL: Assessment Methodology Study
• Okeechobee County, FL: Assessment Methodology Review and Update
• Lake Wales, FL: Development of Assessment Program Methodology
Management Experience
• City of Pueblo, CO: City Manager/Chief Executive Officer
• Town of Jupiter, FL: Town Manager/Chief Administrative Officer
• City of Clayton, MO: City Manager/Chief Executive Officer/ Chief
Administrative Officer
• City of Cape Coral, FL: City Manager/Chief Administrative Officer
RFP No 2010-02: Overhead Utillty Undergrounding Project Financing
10
A WILLDN
A
Education
Bachelor m science,
Applied Mathematics in
Habib Isaac
Project Manager
Mr. Habib Isaac, a Senior Project Manager in the Financial Consulting Services group,
is
Emphasis in
will serve as project Manager for the Town of Jupiter Inlet Colony's engagement.. Mr.
p j 9 P Y�
Computational Science,
Isaac has been selected for this role due to his extensive experience with the
San Diego Stale
preparation of assessment methodology reports, as well as the Implementation of
university
various assessments. He also possesses a thorough knowledge of the special benefit
provisions of California and Florida Law and has facilitated the successful completion
Areas of Expertise
of numerous assessment programs.
Assessment District
Formations
Mr Isaac specializes In special district formations, which includes the development of
assessment programs, fiscal impact reports, feasibility studies, Community Facilities
Benefit Assessment
Districts (CFDs), and fire suppression assessments.. Mr. Isaac's primary emphasis is
Analyses
the development of assessment methodologies for all types of assessment programs
Formation of Community
Facility Districts
Similar Project Experience
City of Solana Beach, CA— Barbara-Granados Utility Undergrounding and
Reassessment Reports
Pacific West Circle Utility Undergrounding ($2.1 M Bond Issue): For each of these
Undergrounding assessment districts, Willdan completed assessment district
Publications
formation proceedings in compliance with the Slate of California's 1913 Act and
"Cryptography with
Proposition 218. Bonds were issued for each district under the authority of the 1915
Cycling Chaos, *Physics
Leder A, V303;
Act. For these formations, Mr. Isaac worked closely with City staff and property owner
Pages 345-351(2002)
groups to conduct extensive fieldwork and developed an assessment methodology
that was understood and supported by property owners, resulting in over 67%
approval for both districts. The project team completed the Engineer's Reports and
7 Years Experience
other elements of the formation proceedings, including the balloting.
City of Cathedral City, CA — Cathedral City Cove Improvement District No. 2004-
02: Mr. Isaac served as project manager for this $39 million sewer and street
improvement project, encompassing over 1,500 existing homes and businesses. He
coordinated the activities of engineers and financial analysts at Willdan, and
coordinated with the City's outreach consultant and a mailing house to complete the
necessary outreach efforts and mailing of ballot materials to properties in the district.
The project stretched over 18 months, and included over 15 meetings with City staff
and other consultants to coordinate phases and tasks for the project
City of Palm Desert, CA—Assessment District 2004.02 (Section 29) ($29.4M
Bond Issue): As project manager, Mr. Isaac was responsible for the formation of an
assessment district to fund infrastructure improvements, which include storm drain /
flood control improvements, a four acre detention basin, streets, and sewers. He
developed an assessment methodology which accounted for various property types
ranging from multi -family units to industrial properties to big box commercial. In
addition, Mr Isaac was responsible for determining the benefit nexus based on types
of properties within the district and their relationship to the improvements. Assessment
proceedings incorporated numerous meetings with City staff and stakeholders prior to
finalizing the Engineer's Report.
In addition, Mr Isaac formed an overlapping benefit assessment district to fund the
ongoing annual maintenance of the four acre detention basin constructed through
Assessment District 2004-02.
RFP No 2010-02: Overhead Utility Undergrounding Project Financing 11:
Education
Bachelor of Science,
Criminology, University of
La Verne, California
UCLA Extension -
Fundamentals of Land -Based
Financing. Assessment
Districts and Mello -Roos
Districts
Areas of Expertise
Special District Formations
and Annexations
Assessment Methodologies
Geographic Information
Systems Analysis
Database Creation and
Analysis
Assessment Diagrams via
Computer Aided Design
Parcel Identification and
Ownership Verification
Rate and Method of
Apportionment
Balloting Processes
Seminars
California Debt and
Investment Advisory
Commission
5 Years Experience
WI LLDAN
_,:3 Financial Services
Jennifer Carter
Analytical Support
Ms. Jennifer Carter will also serve as a support analyst for the Town's engagement.
Currently, Ms. Carter is a Senior Analyst within the Financial Consulting Services
group. Her responsibilities include coordinating and conducting activities involved with
all aspects of the formation and annexation processes of special districts.
Ms. Carter is also responsible for projects involving the use of geographic information
systems technology, as well as the creation of assessment diagrams and boundary
maps via computer aided design. Ms. Carter joined Wllldan Financial in May 2005.
Related Experience
Utility Undergrounding Assessment Districts
City of Newport Beach, CA: Assessment District No 101
City of Palm Desert, CA: Highlands Utility Undergrounding Assessment District No.
04-01
City of Solana Beach, CA: Barbara-Granados Utility Undergrounding Assessment
District No. 2005-1 and Pacific Utility Undergrounding Assessment District No 2005-2
Fire Protection Assessment
City of Lake Wales, FL: Development of Assessment Program Methodology
Fire Suppression Assessment Districts
Belmont Fire Protection District, CA: Fire Suppression Assessment
City of San Carlos, CA: Fire Suppression Assessment
Salida Fire Protection District, CA: Fire Suppression Assessment
RFP No. 2010-02: Overhead Utility Undergrounding Project Financing
12
WILalLDAN
Cost Detail
The Willdan Project Team will perform the services described in our proposal,
including expenses, for the fixed price fee of $29,850.
Additional Services
Additional services may be authorized by the Town and will be billed at our then -
current hourly overhead consulting rales. Our current hourly rates are:
Wilidan
Hourly R It
Position
+e•le
Hourly Rate
Vice President
$210
Principal Consultant
$200
Attorney
$200
Senior Project Manager
$165
Project Manager
$145
Senior Project Analyst
$130
Senior Analyst
$120
Analyst
$100
Analyst Assistant
$75
Property Owner Services Representative
$55
Support Staff
$50
13
RFP No 2010-02: Overhead Utility Underground Project Financing
WI LLDAN
Financial Services
Appendix
Requested Town Forms
As requested in the RFP, the following forms are included on the pages that follow.
• Proposal Page
• Proposer's Qualifications
• List of Current & Pertinent Professional References
• Drug -Free Work Place Certification
• Joint Bidding, Cooperative Purchasing Form
• List of Proposed Subcontractors
A-1
RFP No 2010-02: Overhead Utility Underground Project Financing
TOWN OF JUPITER INLET COLONY
RFP NO. 2010-02
Overhead Utility Undergrounding Project Financing: Assessment Methodology
PROPOSAL PAGE
Acknowledgement is hereby made of the following Addenda received since issuance of this
Request for Proposals: tMgdan Financial services did not receive addenda related to
RFP No. 2010.02.
Addendum No. Dated: Addendum No. Dated:
Addendum No. Dated: Addendum No.
Addendum No. Dated: Addendum No.
Dated:
Dated:
The hereby undersigned representative submits thi Proposal and certifies that he or she is an
authorized representative of the Propgs�APW- ho m tag fly bin a Wflposer.
*SIGNATURE:
Name: Mark Risco Title: Senior Vice President
Printed -
Company: Willdan Financial Services Address: 27368 Via Industria, Suite 110
Legally registered name
City: Temecula State: California Zip: 92590
Telephone No: (800) 755-6864 Fax No: (688)326-6664
"Failure to affix signature will result in disqualification of Proposal.
Name of Contact Person: Lee Eyett, Vice President
Address: 7380 Sand Lake Road, Suite 500, Orlando, Florida 32819
Phone Number. (407) 352-3958 Fax Number: (8881329-6864
E-mail Address: levett(d)willdan.com
RFP No. 2010-02 — Overhead Wily Undergrounding Project Financing: Assessment Methodology Page 21
TOWN OF JUPITER INLET COLONY
RFP NO. 2010-02
Overhead Utility Undergrounding Project Financing: Assessment Methodology
PROPOSER'S QUALIFICATIONS
The Vendor, as a result of this Proposal, MUST hold a County and/or Municipal Contractor's Occupational License
In the area of their fixed business location. Each Proposer MUST complete the following Information and submit
with their Proposal In order to be considered:
1. Legal Name and Address:
Name: 011dan Financial Services
Address: 7380 Sand Lake Road, Suite 500
City, State, Zip: Orlando, Florida 32819 Phone/Fax: T#: 07 352-39581F#: (868)326.6864
2. Check One: Corporation ( X ) LLC ( ) Partnership ( ) Individual ( ) Other ( )
3. If Corporation, LLC, or other registered business entity, please state:
Date of Incorporation: June 15, 1988 Stale in which Incorporated: Callromla
4. If an out-of-state Corporation, LLC, or other business entity, currently authorized to do business In
Florida, give date of such authorization: December 15 2003
5. Name and Title of Principal Officers
Frank G. Trioepl. President and CEO
Mark Risco. Senior Vice President
Lee Evett. Vice President
Roy Gill, Secretary
Date Elected:
June 2002
January 2010
September 2006
June 2000
6. The Proposers length of time In business: ZZ years
7. The Proposers length of time (continuous) In business as a service organization in Florida:
3, years
B. Provide a Ilst of at least five references as described herein.
9. Copies of County and/or Municipal Occupational Llcense(s)
Note: Information requested herein and submitted by the Proposer will be analyzed by the Town of Jupiter Inlet
Colony and may be a factor considered In awarding any resulting Consulting Services Agreement. The purpose is
to ensure that the Proposers, In the sole opinion of the Town of Jupiter Inlet Colony, can sufficiently and elficlantly
perform all the required financing assessment methodology services in a timely and sallsfactory manner as will be
required by the subject Consulting Services Agreement. If them are any terms and/or conditions that are In conflict,
the most stringent requirement shall apply
TOWN OF JUPITER INLET COLONY
RFP No. 2010.02—Overhead UIWty Undergrounding Project Financing: Assessment Methodology Page 22
RFP NO. 2010-02
Overhead Utility Undergrounding Project Financtng: Assessment Methodology
LIST OF CURRENT & PERTINENT PROFESSIONAL REFERENCES
List of at least five (5) current and pertinent professional references that the Town can contact in relation to
Proposer's qualifications, financial stability, and experience. Failure to rumish this infornmtion may be grounds for
rejection of the Proposal.
1. Name and Address of Firm, City, County, or
Agency
Scope of Work:
Utility Undergrounding Assessment
Pro ram
City of Palm Beach Florida
Date s :
March — October 2009
36D South County Road
Amount:
$49,550
Palm Beach FL 33480
Contact:
Tom Bradford Deoutv Town Manager
Telephone No:
531 838-5400
For Town Use Only: Commems:
Reference Venfied: Yes No
2. Name and Address of Firm. City, County. or Agency scope of work:
Assessment Methodology Review
and Update
Okeechobee Count Florida
Date(s):
2007
304 North West 2nd Street
Amount:
$41000
Okeechobee, FL 34972
Contact:
Nick Hopkins, Fire Chief
Patrick Conlon, Special Project
Coordinator
Telephone No: 863 763-5544
For Tom Use Only: Comments:
Reference Verined: Yee No
760 346.0611 x386
For Town Use Only: Commems:
Referenon Vedned: Yes No
3. Name and Address of Firm, City, County, or
Agency
Scope of Work:Utility
Undergmunding Assessment
District
City of Laguna Beach Califomia
Date(s):
JUI 2008—Se lember2009
505 Forest Avenue, 2 Floor
Amount:
$28,805
Laguna Beach, CA 92651
Contact:
Joe Chl uete, Pro ect Manager
Telephone No:
949 497.3311
For Town Use Only: Commems
Reference Verified: Yes No
4. Name and Address of Finn, City, County, or
Agency
Scope of Work:
Utility Undargrounding Assessment
District
City of Palm Desert(California)Date(s):
2004— 2DO6
73510 Fred Waring Road
Amount:
5119,687
Palm Desert, CA 9226D
Contact:
Patrick Conlon, Special Project
Coordinator
Telephone No:
760 346.0611 x386
For Town Use Only: Commems:
Referenon Vedned: Yes No
5. Name and Address of Firm, City, County. or Aqancv scope of Work:
Utility Undergrounding Assessment
Districts
City of Solana Beach California
Date(s):
2004 —2008
635 South Highway 101
Amount:
$63,500
Solana Beach, CA 92075
Contact:
Dennis Coleman, Finance Director
Tele hone No: 858 720.2461
Far Town Use Only; Comments:
Relerenre Verified: Yes No
Company Name: Wllldan Financial Services
RFP No. 2010.02 —Overhead UIIIIIy Undergrounding Protect Finandng: Assessment Methodology Page 23
TOWN OF JUPITER INLET COLONY
RFP NO. 2010-02
Overhead Utility Undergrounding Project Flnancing: Assessment Methodology
DRUG-FREE WORK PLACE CERTIFICATION
Whenever two (2) or more bidsiproposals. which are equal with respect to price, quality, and service, are
received by the Town of Jupiter Inlet Colony for the procurement of commodities or contractual services,
a bid/proposal received from a business that certifies that it has implemented a drug-free workplace
program shall be given preference in the award process. In order to have a drug-free workplace
program, a business shall;
1. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing,
possession or use of controlled substances is prohibited In the workplace and specifying the
actions that will be taken against employees for violations of such prohibition.
2. Inform employees about the dangers of drug abuse in the workplace, the business's policy of
maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee
assistance programs, and the penalties that may be Imposed upon employees for drug abuse
violations.
3. Give each employee engaged In providing the commodities or contractual services that are under
bid a copy of the statement specified in number (1).
4. In the statement specified in number (1), notify the employees that as a condition for working on
the commodities or contractual services that are under bid, the employee will abide by the terms
of the statement and will notify the employer of any conviction on or plea of guilty or nolo
contendere to any violation of Chapter 893, Florida Statutes, or of any controlled substance law of
the United States or any singular state, for a violation occurring in the workplace no later than five
(5) days after such conviction.
5. Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or
rehabilitation program if such is available in the employee's community by any employee who is
so convicted.
6. Make a good falth effort to continue to maintain a drug-free workplace through implementation of
Section 287.087, Florida Statutes.
This CenYiication is submitted by Mark Risco the
(lndividuai's Name)
Senior Vice President of WlUdan Financia! Services
(Tltlelloosllion with CompanyNendor) (Name of CompanyNendor)
Who docs hereby certify that said CompanyNendor ��ark"pTacc program, which meets
the requirements of Section 287.087, Florida Stntu i r ar t bets (I) through (6) above.
March 2. 2010
Data gnatura
RFP No. 201"2 — Overhead UOilty Undergrounding Prefect Financing; Assessment Methodology Page 24
TOWN OF JUPITER INLET COLONY
RFP NO. 2010-02
Overhead Utility Undergrounding Project Financing: Assessment Methodology
JOINT BIDDING, COOPERATIVE PURCHASING FORM
PURCHASING AGREEMENT WITH OTHER GOVERNMENT AGENCIES
This Certification submitted by Mark Risco
(Individual's Name)
The Senior Vice President of Willdan Financial Services
(Title/Position with Vendor/Contractor) (Name of CompanyNendor)
who does hereby certify that the Proposal(s) submitted in response to the Town of Jupiter Inlet Colony
RFP No. 2010.02 for Overhead Utility Undergrounding Project Financing: Assessment Methodology for
the Town of Jupiter Inlet Colony shall constitute a Proposal to ANY Political Subdivision of the Slate of
Florida under the same conditions, for the same prices and the same effective period as this Proposal,
unless specifically declined below. This joint Proposal is submitted with the understanding that it in no
way restricts or interferes with the right of ANY Political Subdivision of the State of Florida to re-bld any
or all items.
Bidder accepts this condition X
Bidder does not accept this condition -�
ARtENE gOMANELtI Signature
commIN110n 1710670
Notary Pubic-Cpytgrya 27366 Via Industria. Suite 110
Rkerswe courtly Address
�,,,�,► �n xntaaott P
Temecula, California 92590
City/StateMp
(800)755-6864
Telephone Number
State of Florida, county of � C- a'��(iy)�iQ(,� tb1�
akl" bvnli �Pfi 9
Before me this day personally appeared , who, being duly swom
deposes and states that the foregoing i rue and correct certification as presented.
Witness my hand and offici al, this _ day of
My commission expires
of Florida
2010, A.D.
RFP No. 201002— Overhead Utility Undergrounding Project Financing: Assessment Methodology Page 26
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
yC'. ,,..•y._r •r -r ,r~, rnr:rm_-t�rnr��;�r[n�Ly .cf`rn rmrnrnrr P •• •y.•... tit:•nri•.•r...-.•...
State of California
county of ei velr si'd e n
On Hflg,. -f .2, 2 ' 010• before me, J` LLue Rlimaedltlo�gv✓
oob — on m
personalty appeared Mar %{ f2t SSL' D
Para newt sero anew
who proved to me on the basis of satisfactory evidertce to
be the person*mhose name(eHslaresubscribed to the
within Instrument and acknowledged to me that
helshaldley executed the same in hiWhoolietr authorized
capacity(iac), and that by his4urllheir signature 4.on the
Instrument the person(e)-.-or the entity upon behalf of
which the person(s}ected, executed the instrument
1 certify under PENALTY OF PERJURY under the laws
Of the State of California that the foregoing paragraph Is
true and correcL
WITNESS my d and official seat.
Slgnatur w+
9gmhup of Wh Pubsc
OPTIONAL
Though the Infomrallon below is not required by few, d mayprova vaArable to persons ralying on the document
and eoutd prevard fraudulent removal and wallacltmant of this fort to awthardomment.
Description of Attached Document rI
Me or Type ofDocument:
r_ti
�Y�a51hg rY'9reC6�vernwlielitr6 iCf'cs
Document Data:.. r�ecv.&tr1 Z2 2-010 `Numberof
Signer(s) OtherThan Named Above: IJDNE
Capacity(les) Claimed by Signer(s)
Signer's Name: 1 arkJ. St, S (u
Sig
tors tWme:
I < IndividualSenvf ; r
LCorpduai
p1;Corpotate Officer—Title(s): GSI
TG corporate Officer —Tale(s):
I Panner— t I Limned I : General
J Partner— L. Umiled J General
L.. Allamey In Fact
Lf Attorney In Fad
,_ Trustee
Tar of axon here
Trustee
0 Guardian or conservator
J Other.— /1��
J Guardian or Conservator
L Other..
Signer Is Representing:
cc�xc _
o:nmNarorol Nowrbwd�lbn•BSO oo rsonno.P.QBw2/al.Gewe,Jten aheh32re2•xwwHeeybrNwreR sam 159er nuoNarCal�Tr�sihs�.� BEeZr
TOWN OF JUPITER INLET COLONY
RFP NO. 2010-02
Overhead Utility Undergrounding Project Financing: Assessment Methodology
LIST OF PROPOSED SUBCONTRACTORS
The undersigned Proposer hereby designates, as follows, all major subcontractors whom
he/she proposes to utilize for the major areas of work for the proposed services. The bidder is
further notified that all subcontractors shall be properly licensed, bondable and shall be required
to fumish the Town with Certificates of Insurance in accordance with the Agreement's general
conditions. Failure to fumish this information shall be grounds for rejection of the bidders
Proposal. (If no subcontractors are proposed, state "None" on the first line below.)
Name and Address of Suhnnniraetnr c.....,., ni V1f...1.
1. NONE
-- - - r IS.
Signature and Date—, -"',e" V March 2, 2010
Title/Company Willdan Financial Services
RFP No. 2010 -02 -Overhead Wliry Wdergrvurtding Project Financing: Assessmenl Methodology Page 26
TOWN OF GULF STREAM
PALM BEACH COUNTY, FLORIDA
COMMISSIONERS
WILLIAM F. KOCH, JR. Mayor
JOAN K. ORTHWEIN, Vice Mayor
FRED B. OEVRT III
CHRIS 0. WHEELER
MURIEL J. ANDERSON
April 14, 2010
Lee Evett, Vice President
Willdan Financial Services
7380 Sand Lake Road
Suite 500
Orlando, Florida 32819
Dear Mr. Evett:
Telephone
(561) 276-5116
Fax
(561)737-0166
Town Manager
WILLIAM H.THRASHEH
Town Clerk
RITA L.TAYLOR
Please find enclosed two original copies of an agreement for you
to perform an assessment methodology for financing an overhead
utility undergrounding project for Gulf Stream. These have been
executed by our Mayor. I have also enclosed one copy of the RFP
No. 2010-02 for Jupiter Inlet Colony that we wish to "piggyback"
on as stated in the executed agreement.
Kindly return one copy of the Agreement to the undersigned after
it has been executed by you.
Very truly yours,
2;& f/
Rita L. Taylor
Town Clerk
100 SEA ROAD, GULF STREAM, FLORIDA 33483