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PRR 16-2327
Renee Basel From: Chris O'Hare <chrisoharegulfstream@gmail.com> Sent: Tuesday, September 27, 2016 7:32 AM To: Renee Basel; Bill Thrasher; Rita Taylor Subject: Public Record Request - wildan billable hours Attachments: Wildan Financial Services Agmt April 2010.pdf Dear Custodian of Records, I request to inspect certain public records in the custody of the Town of Gulf Stream Florida or its agents or associated entities. While I am not statutorily obligated to explain why I want to inspect these records, I tell you it is for the purpose of informing myself of the historic and current workings of the Town of Gulf Stream and its associated entities, vendors, consultants, advisers, contractors and agents. The records I wish to inspect may also be material to current, anticipated or presently unforeseen legal action. In addition, inspection of these records may be essential to my ability to make informed comments in an upcoming public hearing. The production of any and all responsive records is therefore urgent and must be acted upon in compliance with Florida Statutes and established case law as soon as possible. Before making this public record request, I first searched online and in the public records portion of your agency's website hoping I could locate the public records I seek without having to write you directly. Unfortunately I cannot find the records I wish to inspect. Therefore I am writing you now and requesting you make every effort as required by law to produce these public records without delay. I make this request pursuant to Article 1, Section 24 of the Florida Constitution and Chapter 119 of the Florida Statutes. I hereby reserve all rights granted to me under the Florida Constitution and Florida Statutes. I ask that you take the following action: • Read this entire request carefully and respond accordingly. • If you are not the custodian of the public records described herein please determine who that person is and notify me immediately in order that I may make this request to the appropriate person without delay. • Reference Florida Statutes and appropriate case law when responding to this record request. • Do NOT produce any records other than records responsive to this request. • Identify by name the person or persons responding to this request if that person is not the Custodian of Records for your agency as required by 119.07(1)(b). " R e s p o n d t o t h i s p u b l i c r e c o r d r e q u e s t i n a s i n g u l a r m a n n e r a n d d o n o t c o m b i n e t h i s r e q u e s t w i t h a n y o t h e r p u b l i c r e c o r d r e q u e s t s w h e n r e s p o n d i n g t o t h i s r e q u e s t . " O n c e y o u h a v e d e t e r m i n e d t h a t y o u d o o r d o n ' t h a v e a n y r e c o r d s i n y o u r c u s t o d y r e s p o n s i v e t o t h i s r e q u e s t , i m m e d i a t e l y a c t t o o b t a i n a n y r e s p o n s i v e r e c o r d s t h a t m a y b e i n t h e c u s t o d y o f y o u r c o n t r a c t o r ( s ) o r o t h e r p a r t i e s . " P r o v i d e o n l y t h o s e r e c o r d s f o r i n s p e c t i o n t h a t d o n o t r e q u i r e e x t e n s i v e u s e o f i n f o r m a t i o n t e c h n o l o g i e s o r e x t e n s i v e s t a f f t i m e o r b o t h i n e x c e s s o f 1 5 m i n u t e s . I f r e c o r d s r e s p o n s i v e t o t h i s r e q u e s t a r e n o t p r e s e n t l y a v a i l a b l e b u t y o u e x p e c t t h a t t h e y w i l l s o o n b e a v a i l a b l e I r e q u e s t t h a t y o u p r o d u c e t h e r e c o r d s a s s o o n a s t h e y a r e a v a i l a b l e . I a s k y o u t o t a k e n o t e o f � 1 1 9 . 0 7 ( 1 ) ( c ) F l o r i d a S t a t u e s a n d y o u r a f f i r m a t i v e o b l i g a t i o n t o ( 1 ) p r o m p t l y a c k n o w l e d g e r e c e i p t o f t h i s p u b l i c r e c o r d s r e q u e s t a n d ( 2 ) m a k e a g o o d f a i t h e f f o r t w h i c h " i n c l u d e s m a k i n g r e a s o n a b l e e f f o r t s t o d e t e r m i n e f r o m o t h e r o f f i c e r s o r e m p l o y e e s w i t h i n t h e a g e n c y w h e t h e r s u c h a r e c o r d e x i s t s a n d , i f s o , t h e l o c a t i o n a t w h i c h t h e r e c o r d c a n b e a c c e s s e d . " I a m , t h e r e f o r e , r e q u e s t i n g t h a t y o u n o t i f y e v e r y i n d i v i d u a l a n d e n t i t y i n p o s s e s s i o n o f r e c o r d s t h a t m a y b e r e s p o n s i v e t o t h i s p u b l i c r e c o r d s r e q u e s t , i n c l u d i n g i n d i v i d u a l s a n d e n t i t i e s u n d e r c o n t r a c t w i t h y o u r a g e n c y , t o p r e s e r v e a n d p r o d u c e a l l r e s p o n s i v e r e c o r d s o n a n i m m e d i a t e b a s i s . I f y o u c o n t e n d t h a t a n y o f t h e r e c o r d s I a m s e e k i n g , o r a n y p o r t i o n t h e r e o f , a r e e x e m p t f r o m i n s p e c t i o n o r d i s c l o s u r e p l e a s e c i t e t h e s p e c i f i c e x e m p t i o n a s r e q u i r e d b y � 1 1 9 . 0 7 ( 1 ) ( e ) o f t h e F l o r i d a S t a t u t e s a n d s t a t e i n w r i t i n g a n d w i t h p a r t i c u l a r i t y t h e b a s i s f o r y o u r c o n c l u s i o n s a s r e q u i r e d b y � 1 1 9 . 0 7 ( 1 ) ( f ) o f t h e F l o r i d a S t a t u t e s . P r o d u c e f o r m y i n s p e c t i o n a l l r e s p o n s i v e r e c o r d s a n d O N L Y r e d a c t t h a t p o r t i o n o f t h e r e c o r d t h a t y o u c o n s i d e r e x e m p t . T o b e c l e a r , i f y o u c o n s i d e r a n e n t i r e r e c o r d t o b e e x e m p t , p r o d u c e t h a t r e c o r d i n i t s e n t i r e t y w i t h a l l p o r t i o n s r e d a c t e d t h a t y o u c o n s i d e r e x e m p t . I s p e c i f i c a l l y a s k y o u t o d o t h i s i n o r d e r t h a t I m a y i n s p e c t f u l l y r e d a c t e d r e c o r d s f o r t h e p u r p o s e o f c h a l l e n g i n g a p a r t i c u l a r r e d a c t i o n o r e s t a b l i s h i n g a r e f e r e n c e f o r a f u t u r e r e q u e s t o f a r e c o r d t h a t i s o n l y t e m p o r a r i l y e x e m p t , a s i n t h e c a s e o f a p u b l i c r e c o r d t h a t w a s p r e p a r e d b y a n a g e n c y a t t o r n e y e x c l u s i v e l y f o r l i t i g a t i o n a n d i s o n l y e x e m p t f r o m d i s c l o s u r e u n t i l t h e c o n c l u s i o n o f t h e l i t i g a t i o n . I f t h e p u b l i c r e c o r d s b e i n g s o u g h t a r e m a i n t a i n e d b y y o u r a g e n c y o r c o n t a c t o r s f o r y o u r a g e n c y , i n a n e l e c t r o n i c f o r m a t p l e a s e p r o d u c e t h e r e c o r d s i n t h e o r i g i n a l e l e c t r o n i c f o r m a t i n w h i c h t h e y w e r e c r e a t e d o r r e c e i v e d . S e e � 1 1 9 . 0 1 ( 2 ) ( f ) , F l o r i d a S t a t u t e s . A g a i n I a s k t h a t y o u p r o v i d e o n l y t h o s e r e c o r d s f o r i n s p e c t i o n t h a t d o n o t r e q u i r e e x t e n s i v e u s e o f i n f o r m a t i o n t e c h n o l o g i e s o r e x t e n s i v e s t a f f t i m e o r b o t h i n e x c e s s o f 1 5 m i n u t e s . T a k e n o t e o f � 1 1 9 . 0 7 ( 4 ) ( a ) 3 . ( d ) F l o r i d a S t a t u e s a n d i f y o u a n t i c i p a t e t h a t a n y r e c o r d s e x i s t , t h e p r o d u c t i o n f o r i n s p e c t i o n o f w h i c h w i l l r e q u i r e e x t e n s i v e u s e o f i n f o r m a t i o n t e c h n o l o g i e s o r e x t e n s i v e s t a f f t i m e o r b o t h i n e x c e s s o f 1 5 m i n u t e s , t h e n p l e a s e p r o v i d e t h o s e r e c o r d s t h a t c a n b e p r o d u c e d w i t h i n t h e f i r s t 1 5 m i n u t e s a n d a d v i s e m e o f t h e c o s t y o u a n t i c i p a t e t o b e i n c u r r e d b y y o u r a g e n c y f o r t h e r e m a i n i n g r e c o r d s p r i o r t o i n c u r r i n g t h i s c o s t . P l e a s e d o n o t i n c u r a n y c o s t s o n m y b e h a l f w i t h o u t f i r s t o b t a i n i n g m y w r i t t e n a u t h o r i z a t i o n t o p r o c e e d . I f y o u p r o d u c e o n l y a p o r t i o n o f a l l e x i s t i n g r e s p o n s i v e r e c o r d s , p l e a s e t e l l m e t h a t y o u r r e s p o n s e i n c l u d e s o n l y a p o r t i o n o f a l l e x i s t i n g r e c o r d s r e s p o n s i v e t o t h i s r e q u e s t . If you anticipate the need to incur any costs that I would be statutorily required to pay in order to inspect these public records which would exceed $1.00 please notify me in advance of your incurring that cost with a written estimate of the total cost. Please be sure to itemize any estimates so as to indicate the total number of pages and/or records, as well as to distinguish the cost of labor and materials. Again, please do not incur any costs on my behalf without first obtaining my written authorization to proceed. A record that does not exist because of its disposition requires the creation of a disposition record. In all instances where you determine a record does not exist please determine if the record once existed and in its replacement provide the disposition record for my inspection. As background to this request I call your attention to page 1 and page 18 of the Town record published online at the URL http://www2.gulf- 916b36e1d808&dbid=0 and titled, Wildan Financial Services Aemt April 2010. (also attached for your reference). This record is the agreement approved by the Town Commission on April 19, 2010. On page 1 of this record under Section 2. please note: 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. (emphasis added) On Page 18 of this same Town record under RFP No. 2010-02 can be found: The Wilidan Project Team will perform the services described In our proposal, including expenses, for the fixed price fee of $29.850. Additional services may be authorized by the Town and will be billed at our then current hourly overhead consulting rates. (emphasis added) I request to inspect any invoice or billing from Wildan (or Willdan) Financial Services that is itemized or broken down by billable hours. Please do not include any records that are for flat rate charges, lump sum charges or that don't otherwise list billable hours. The term public records, as used herein, has the same meaning and scope as the definition of Public records adopted by the Florida Legislature as Statutes Chapter 119. 3 The phrase Town of Gulf Stream when used herein refers to the Town in its entirety and all entities of the Town including all employees, appointees, officials, assignees, counsel and consultants including Town Manager, Town Clerk, Town Police Chief, Town Commissioners, Town Mayor, Town Departments, Town Police Officers, Town Employees, Town Engineer, the law firm (Jones Foster Johnston & Stubbs P.A.) that claims to be the Town Attorney including all attorney, partner and employee members of that firm; the Town Counsel of Sweetapple, Broeker & Varkus including all attorney, partner and employee members of that firm, the Town Counsel of Richman Greer, P.A. including all attorney, partner and employee members of that firm and any other entity associated with the Town and subject to public records law. If you do not understand any part of this request or if you need clarification about this request, notify me as soon as possible so I may further describe or clarify this request. All responses to this public records request should be made in writing to the following email address: chrisoharegulfstream@gmail.com 4 THIS AGREEMENT is made this / c1 / 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: Witness- Witness TOWN OF GULF STREAM By F Its _rja�nr PAD00511314710000MOM1709053 DOC WILLDAN I FirancW Same Title Page PIFp Mo. Z2®1i 0-02 ©Verheael QDtu�u�ey Mnal�rro�rr®a�no7un�g prrcDeC2 Financing. ASsessmen�- Willdan Financial Services 7380 Sand Lake Road, Suite 500 Orlando, Fkxida 32819 Tel #: (407) 352-3958 Fax#:(888)326.6864 Contact Person: Lee Evetl, Vice 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 Flnancing ��W I L L D A N F i n a n c i a l S e n i c e a T a b l e o f C o n t e n t s T I T L E P A G E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I T A B L E O F C O N T E N T S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I I T R A N S M I T T A L L E T T E R . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I I I A P P R O A C H T O T H E P R O P O S E D S E R V I C E S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 P r o j e c t U n d e r s t a n d i n g . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . _ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 O v e r a l l A p p r o a c h a n d M e t h o d o f A s s e s s m e n t . . _ . . . . . . . . . . . . _ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 T o w n C o m m i s s i o n I n v o l v e m e n t . . . . . . . . . . . . . . _ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . _ . . . . . . . . . . . . . . 4 T o w n S t a f f I n v o l v e m e n t . . . . . . _ . . . . . . . . . . . . . . . . . . . . . . . _ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 C u r r e n t W o r k L o a d . . . . . . . . . . . . . . . . . . . . . . . . . _ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 M e t h o d o l o g y . . . . . . . . . . . . . . _ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . � . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 F e e s a n d C h a r g e s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . _ . . . . . . . . . . _ . . . . . _ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 P A S T E X P E R I E N C E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 C l i e n t R e f e r e n c e s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . _ . . . . . . . . . . . . . . . . _ . . . . . . . . . . _ . . . . . . . � . . . . . . . . . . . 7 O P E R A T I O N A L I N F O R M A T I O N H o u r s o f O p e r a t i o n . . . . . . . . . . . . . . _ . . . . . . . . . . . . . . , P r o p o s e d S t a f f i n g L e v e l s 8 R e s u m e s . . . 9 C O S T D E T A I L . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 3 A d d i t i o n a l S e r v i c e s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . _ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 3 A P P E N D I X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A - 1 R e q u e s t e d T o w n F o r m s . . . . . . . . . . . . _ . . . . _ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . � . _ . . . . . . . . . . . . . . . . . . . . . . . . A - 1 R F P N o 2 0 1 0 0 2 : O v e r h e a d U t i l i t y U n d e r g r o u n d i n g P r o t e c t R n a n c i n g eWILLDAN ; FhranWlSen4cee u ransmKtal Letter March 2, 2010 Joann Manganiello, Town Adminlstralor 1 Colony Road Jupiter Inlet Colony, Florida 33469 Re: Overhead Utility Underground Project Financing: Assessment Methodology, RFP No. 2010-02 Dear Me Manganlello: Wllldan Flnanclal Services ('Willdan") is pleased to submit our proposal in response [o 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 timeframe 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 Uglily 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 FPBL 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 gmefromes 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, Wllldan Is the only firm that has developed a study of [his type In the Stale 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 stale statutes Willdan Financial Services, a division of li lfdan 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 stales. 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 dale of March 3, 2010 As an officer of Wlidan Financial Services, I have the authority to contractually bind the firm. Please feel free to contact Mr. Lee Evert, Vice President of Southeast Operations, to discuss any aspect of this proposal or to arrange for an interview with our team. Mr. Evell can be reached at (407) 352.3958 or via a -mail at levett(alwilldan.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 Geolechniral I Emironmenlal I Sustainability I Financial I Homeland Sewdly 407 352 3958 1 800 755 6664 I fax: 889 326 6664 17350 Sand Lake Road. Suite 500, Orlando, FL 32819 1 www wlYdan corn IM A I IwLDYAN• 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 on our review of the Request for Proposals (RFP) and direct experience with the development of assessment programs to fund u0ty undergrounding, we have assembled the ideal project team to assist the Town with this important engagement, which is exemplified by the following: • Willdan has developed more than 300 assessment methodologies. The team members selected for the Town of Jupiter Inlet Colony's project team has developed over 60% of these methodologies • 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 or 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 owners. As such, we understand the Importance of clearing defining the special benefits and explaining our methodology to the Town Commission and oropertV owners. • 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 Evelt 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 I RFP No 2010.02 Overhead Utility Undergrounding Project Financing WILLDAN Rnandai Servia, 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 Idenfified four key study issues, and developed a comprehensive and thoughtful approach to the project These key study Issues and the strategies Willdan will utilize to address them are provided below Issue #1: Develop utility undergrounding assessment calculation formulas, by property type. j i]I-r;dl7f;lji,rii __,!l.'Iti•. radi.—_—__ f It will be important to develop Drawing on our extensive assessment i assessment formulas that have the experience, Willdan will develop a universality of application. The formulas methodology that Is fair, equitable and i 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 property owners. New assessment rates need to be ' Willdan will Incorporate aur knowledge acceptable to the affected property gained from extensive public owners. Without citizen acceptance, the presenlaflons to develop assessment funding methodology is lost formulas that are straightforward and easily understood, as well as defensible and provide the revenue stream required 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. Florida law requlreslhe assessment apportionment of costs be fair, reasonable and related to the special and peculiar benefits property's receive Willdan will Incorporate our knowledge gained from the creation of multiple uglily undergmunding assessments to develop 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 201M2: Overhead Utility Undergrounding Project Financing *,O'WILLDAN Flntnclal5emices Issue #4: Communicate the Issues and educate the property owners with the facts before they are asked to express their thoughts an the wisdom of funding utility undergrounding projects through the Imposition of non ad valorem special assessments. ' Icl � I,Gil.Ilutr - Assessment programs are not commonly used by local government. The basic principles of assessment programs must be conveyed to affected property owners. i �.':711 hong Willdan will assist the Town with transmitting specific elements of a community outreach effort. The goal of 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 nexibiiity 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 Qasert. 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 an 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 or undergrounding utilities, all properties already receive or have access to the distribution 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 Wily Undergrounding Project Financing ��W I L L D A N M a n c W f i a r A c n T h e m e t h o d o l o g y W i i l d a n d e v e l o p s w i l l i d e n t i f y b e n e f i t f a c t o r s t h a t p r o v i d e a s p e c i a l a n d p e c u l i a r b e n e f i t t o p r o p e r t i e s t h a t h a v e t h e i r u t i l i t i e s u n d e r g r o u n d e d T h e s e b e n e f i t s u s u a l l y I n c l u d e t h e f o l l o w i n g 1 ) I m p r o v e d s a f e l y a s a r e s u l t o r t h e r e m o v a l o f o v e r h e a d u t i l i t y p o l e s a n d l i n e s , w h i c h r e d u c e s t h e p o t e n t i a l o f h a z a r d o u s c o n d i t i o n s i n t h e e v e n t o f n a t u r a l d i s a s t e r s , s u c h a s , a h u r r i c a n e . 2 ) I m p r o v e d r e l i a b i l i t y f r o m n e w u p g r a d e d u t i l i t y l i n e s , c a b l e s , a n d a p p u r t e n a n t f a c i l i t i e s I n s t a l l e d i n c o n n e c t i o n w i t h t h e u t i l i t y u n d e r g r o u n d i n g T h i s w i l l p r o v i d e a h i g h e r l e v e l o f r e l i a b i l i t y o f t h e u g l i l y s e r v i c e s , a n d r e d u c e e x p o s u r e t o t h e e l e m e n t s t h a t c o u l d c a u s e p o t e n t i a l d a m a g e a n d d e t e r i o r a t i o n t o t h e f a c i l i t i e s r e s u l t i n g i n p o t e n t i a l i n t e r r u p t i o n s I n u t i l i t y s e r v i c e s 3 ) I m p r o v e d o v e r a l l n e i g h b o r h o o d a e s t h e t i c s b y r e m o v i n g t h e o v e r h e a d u t i l i t i e s , w h i c h w i l l e l i m i n a l e a n u n u s u a l l y h e a v y c o n c e n t r a t i o n o r e l e c t r i c a n d c o m m u n i c a t i o n l i n e s w i t h i n t h e d e s i g n a t e d n e i g h b o r h o o d . T h e s e s p e c i a l b e n e f i t f a c t o r s w i l l b e t h e b a s i s o f o u r m e t h o d o l o g y t o d e t e r m i n e t h e d e g r e e o f s p e c i a l a n d p e c u l i a r b e n e f i t s c o n f e r r e d o n d i f f e r e n t p r o p e r t y t y p e s a n d a r e a s o f t h e T o w n . I n a d d i t i o n , a l t h o u g h t h e p r o p o s e d m e t h o d o l o g y w i l l b e d e v e l o p e d f r o m a T o w n - w i d e p e r s p e c t i v e , t h e s e t y p e s o f a s s e s s m e n t p r o g r a m s r e q u i r e f i e l d w o r k t o b e c o n d u c t e d t o a d e q u a t e l y a s s e s s t h e l e v e l s o f b e n e f i t i d e n t i f i e d a b o v e a n d d e v e l o p a m e t h o d o l o g y t h a t p r o v i d e s t h e f l e x i b i l i t y t o a c c o u n t f o r u n i q u e c o n d i t i o n s f o r c e r t a i n a r e a s o r p r o p e r t i e s w i t h i n t h e T o w n I n o r d e r t o a l l o w t h e T o w n f l e x i b i l i t y w i t h t h e m e t h o d o l o g y , t h e m o d e l d e v e l o p e d w i l l i n c o r p o r a t e a c o m p l e t e p a r c e l d a t a b a s e w i t h f o r m u l a e f o r e a c h p a r c e l i n t h e T o w n . T h i s m o d e l w i l l b e d y n a m i c a n d a l l o w t h e T o w n t o t u r n e a c h o f t h e b e n e f i t s " o n " W o l f . " A s a r e s u l t , a s s e s s m e n t s w i l l b e a s s i g n e d t o p r o p e r t i e s I n a n e q u i t a b l e a n d r e a s o n a b l e m a n n e r t h a t I s d e r e n d a b l e a n d e a s i l y u n d e r s t o o d b y p r o p e r l y o w n e r s T h i s t y p e o f a s s e s s m e n t p r o g r a m s t y p i c a l l y r e q u i r e s t h e n e e d t o c o n d u c t w o r k s h o p s t o e f f e c t i v e l y c o m m u n i c a t e t h e m e t h o d o l o g y t o t h e p r o p e r t y o w n e r s w i t h i n t h e T o w n w h o w i l l u l t i m a t e l y b e o b l i g a t e d t o p a y t h e a s s e s s m e n t s . W e h a v e w o r k e d c l o s e l y w i t h c h l e s a n d t o w n s I n f a c i l i t a t i n g w o r k s h o p s t o e d u c a t e t h e i r c o n s t i t u e n t s a n d p r o v i d e a f o r u m w h e r e r e s i d e n t s a r e g i v e n t h e o p p o r t u n i t y t o e x p r e s s t h e i r t h o u g h t s a n d a s k q u e s t i o n s T o w n C o m m i s s i o n I n v o l v e m e n t T h r o u g h o u t t h e O v e r h e a d U t i l i t y U n d e r g r o u n d i n g P r o j e c t F i n a n c i n g e n g a g e m e n t , W i l i d a n a n t i c i p a t e s t h e T o w n C o m m i s s i o n ' s i n v o l v e m e n t t o b e m i n i m a l . A F i n a l D r a f t r e p o r t w i l l b e p r e s e n t e d i n a w o r k s h o p m e e t i n g , i f r e q u e s t e d , a n d t h e T o w n C o m m i s s i o n w i l l n e e d t o a c c e p t t h e F i n a l R e p o r t a n d i n c o r p o r a t e t h e f i n d i n g s I n t h e P r e l i m i n a r y a n d F i n a l R e s o l u t i o n s T o w n S t a f f I n v o l v e m e n t T o a s s i s t t h e W l l l d a n T e a m , t h e T o w n o f J u p i t e r I n l e t C o l o n y w i l l n e e d t o p r o v i d e t h e f o l l o w i n g : " P a r c e l d a t a ; " 6 1 S f i l e s , i f a v a i l a b l e ; " Z o n i n g m a p s , c h a r t s a n d o t h e r d e s c r i p t i v e d o c u m e n t s o r t h e T o w n ; " P r e p a r a t i o n o f a l l C o m m i s s i o n d o c u m e n t s i n c l u d i n g i n t e r n a l m e m o s , a n d s t a f f r e p o r t s ; a n d " P r o v i d e f e e d b a c k f r o m t h e T o w n C o m m i s s i o n a n d t h e i r p r o r e s s i o n a l s t a f f . 4 R F P N o 2 0 1 0 - 0 2 : O v e r h e a d U t i l i t y U n d e r g m u n d i n g P r o j e c t F i n a n c i n g 1IYj ��alSe�N Furthermore, Willdan will rely on the validity and accuracy of the Town's data and documentation to complete our analysis Current Work Load Willdan is sufficiently staffed to Immediately assume this workload for the Town of Jupiter Inlet Colony, Willdan 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 an input prior to approval of a contract, and as needed during the course or 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 compleleness B. Conduct fieldwork throughout the Town to Identify the relationship between the overhead utilities and properties 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 properly values based an 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 ��W I L L D A N F m n c i a l S e r A M 2 T h e a s s e s s m e n t m e t h o d o l o g y w i l l t a k e I n t o c o n s i d e r a t i o n t h e l a n d u s e d e s i g n a t i o n s o f p r o p e r t i e s i n t h e T o w n t o d e t e r m i n e t h e l e v e l o f s p e c i a l b e n e f i t r e c e i v e d . T h e a s s e s s m e n t m e t h o d o l o g y p r o p o s e d w i l l b e d e s i g n e d t o p r o t e c t t h e T o w n , a s w e l l a s f a i r l y a s s e s s p r o p e r t i e s i n t h e T o w n . B U s i n g a p r o p o s e d p r o j e c t c o s t , p r e s e n t h o w t h e m e t h o d o l o g y d e v e l o p e d w i l l s p r e a d t h e o v e r a l l c o s t s t o e a c h p r o p e r t y a n d t h e i r a s s e s s m e n t a m o u n t . C . T o e n s u r e a l l c o n s i d e r a t i o n s h a v e b e e n a d d r e s s e d , t h e m e t h o d o l o g y w i l l b e d i s c u s s e d w i t h t h e p r o j e c t t e a m , a n d t h e n f i n a l i z e d f o r t h e a s s e s s m e n t m e t h o d o l o g y r e p o r t T h e m e t h o d w i l l b e d e v i s e d t o : " S p e c i f i c a l l y a d d r e s s g e n e r a l b e n e f i t ; " T h e s p e c i a l b e n e f i t t h a t e a c h p a r c e l r e c e i v e s , i n c l u d i n g a e s t h e t i c b e n e f i t s ; " T h e s p e c i a l a n d g e n e r a l b e n e f i t a s c r i b e d t o p u b l i c a g e n c y p a r c e l s ( i f a p p r o p r i a t e ) ; a n d " T h e e f f e c t , b o t h F i n a n c i a l a n d p o l i t i c a l , o n t h e p r e s e n t h o m e o w n e r o r f u t u r e p u r c h a s e r o f t h e p r o p e r l y . T a s k 4 : R e p o r t P r e p a r a t i o n A C o m p i l e i t e m s f r o m T a s k 2 a n d T a s k 3 i n t o t h e a s s e s s m e n t m e t h o d o l o g y r e p o r t a n d s u b m i t r i v e ( 5 ) c o p i e s f o r r e v i e w a n d c o m m e n t t o T o w n s t a f f . A f t e r d i s c u s s i o n w i t h a n d i n c o r p o r a t i o n o f s t a f f f e e d b a c k , w e w i l l p r e s e n t t h e r e p o r t t o t h e T o w n C o m m i s s i o n a n d f i e l d a n y r e l a t e d q u e s t i o n s T h e r e p o r t w i l l I n c l u d e t h e f o l l o w i n g c o m p o n e n t s : " A d e s c r i p t i o n o f t h e p r o p o s e d p u b l i c f a c i l i t i e s t o b e f u n d e d ; " B e n e f i l a n a l y s i s ; " T h e m e t h o d o f a s s e s s m e n t ; a n d " A c a t a l o g o f a s s e s s m e n t f o r m u l a s , b y p r o p e r t y t y p e w i t h s u b s e t s . T a s k 5 : M e e t i n g s A O u r s c o p e I n c l u d e s a t t e n d a n c e a t t h e f a l l o w i n g m e e t i n g s : o n e ( 1 ) m e e l i n g w i t h T o w n s t a f f , o n e ( 1 ) w o r k s h o p m e e t i n g t o p r e s e n t t h e a s s e s s m e n t m e t h o d o l o g y a n d a n s w e r q u e s t i o n s , a n d u p t o t w o ( 2 ) T o w n C o m m i s s i o n m e e t i n g s . W e w i l l a t t e n d a d d i t i o n a l m e e t i n g s a t t h e T o w n ' s r e q u e s t f o r a n a d d i t i o n a l f e e . B T h r o u g h o u t t h e m e t h o d o l o g y d e v e l o p m e n t . W i l l d a n w i l l p a r t i c i p a t e , a s n e c e s s a r y , i n c o n f e r e n c e c a l l s w i t h t h e T o w n t o f a c i l i t a t e i n a t i m e l y m a n n e r t h e c o m p l e t i o n o f t h e a s s e s s m e n t a n a l y s i s a n d m e t h o d o l o g y r e p o r t . F e e s a n d C h a r g e s P l e a s e r e f e r t o t h e * C o s t D e t a i l ' s e c t i o n , f o r a d e s c r i p t i o n o f t h e f e e s a n d c h a r g e s t o p r o v i d e t h e s e r v i c e s d e s c r i b e d a b o v e f o r t h e T o w n o f J u p i t e r I n l e t C o l o n y ' s O v e r h e a d U t i l i t y U n d e r g r o u n d i n g P r o j e c t F i n a n c i n g : A s s e s s m e n t M e t h o d o l o g y f i R F P N o 2 0 1 0 . 0 2 : O v e r h e a d U t i l i t y U n d e r g r o u n d i n g P r o j e c t F i n a n c i n g lWILLDAN �:._J fL.sntlal6aWcac — - --- -- Past Experience Willdan has Client References developed more then 300 As requested on page 18 of the Town's RFP, under the subheading "Past Experience," we have provided rive references/project 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 &adfod undergrounding assessment program. The Inlet Colony: Deputy Town Manager program was developed to finance the removal . Development of 360 south County Road of all overhead utilities and their reinstallation in Assessment Methodology Palm Beach, FL 33480 underground vaults and trenches. Unique to this • Utility Undergrounding (55 f) 638-5400 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 [asks Included the completion of on -silo 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 Wilidan completed the formation of a utility Contact information undergmunding assessment district for the City of Relevance to Jupiter Patrick Carrion Palm Desert. The district was formed to finance Inlet Colony: Special Project Coordinafor the removal of all overhead utilities in a residential Develomens or p 73.510 Fred Waring Road Palm Dosed, CA 92260 neighborhood in the City, and their reinstallation In Assessment Methodology underground Vaults and benches. Project tasks (780) 346.0611 x3fi6 Utility Undergrounding rounds Included the completion of the Engineer's Report, . Community Outreach and Project Duration on-slte fieldwork to review the location of the Education 2004-200 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 V19.887 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 Ulllity Undergrounding Project Financing Contact Information Joe Chiquele Project Manager 605 Forest Avenue, 2e0 Floor Laguna Beach, CA 92651 (9491497.3311 Project Duration July 2006 — September 2009 Contract Amount $26,605 Contact Information Dennis Coleman Finance Director 635 South Highway 101 Solana Beach, CA 92075 (858) 726-2461 Project Duration 2004— 2006 Contract Amounts 523,500 (Disldct No 2005.1 Barbara/Granados) $21.500 (District No 2005.2 Pacific West Circle) 518,500 (Olstrict No. 2005-1 Marsoian) Contact Information Nick Hopkins Fire Chief 304 North West a Street Okeechobee,Fl 34972 (863) 763.5544 or 16mbedy Rodgers Assistant Finance Director (1163) 763.9312 Project Duration 2007 Contract Amount S41,000 W,"'WILLDAN Fin�ndal ecrvkaa City of Laguna Beach, CA Assessment District No. 08-1 (Summit Drive and Canyon Acres Drive Utility Undergrounding) Wiildan assisted the City of Laguna Beach with the formation of an underground utility district in a developed area or the City The Willdan Team prepared the assessment analysis and Engineer's Report, assisted with the formation process, and coordinated the balloting of property owners. The purpose of the district was to underground the overhead utilities. The proposed district was not approved by the Laguna Beach property owners by 59% Relevance to Jupiter Inlet Colony: • Development of Assessment Methodology • Uglily Undargrounding • Community Outreach and Education 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 proceedings In compliance with the Slate of Inlet Colon yl California's 1913 Act and Proposition 218 Bonds • Development of Assessment were Issued for each district to fund the upfrontMethodology costs of construction Utility Undergrounding • Community Outreach and Ed II For these formations, the Willdan Team worked u� on 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 la 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. • Counly-wide Assessment - 32,000 Parcels 8 RFP No 2010-02: Overhead Utility Undergrounding Project Financing WILLDAN ,_ __i Fina�al5arvkea Operational Information Hours of Operation Pursuant to the Town's RFP, Willdan's hours of operation are B 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 Evet[ 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 [his 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 proresslonals Identified above follow for your review. The Widen Team will not require the use of a subconsullanl 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 WILLDAN Fimcial services Education Masters in Public Administration, Indiana Lee Evett Principal -in -charge Lee Evell, Mce President, is the lead consultant in Willdan's Orlando office Mr Evelt U University 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 Bachelor of Ads, Purdue management history in the Stale of Florida, as well as his history of assessment University methodology development - Areas of Expertise Currently, he is responsible for assessment methodology studies, impact fee studies, Assessment Methodology economic consulting studies, local Improvement district Implementation, arbitrage Studies rebale calculations, municipal disclosure, and district administration services for agencies throughout the Southeastern United Slates Development Impact Fee Analysis Mr Evelt 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 Assessment Districts every facet of municipal operations including assessments, annexations, major capital Cost Allocation Plans improvement projects funded with various types of bonded indebtedness including Cost orsemkes (UserFees) assessment revenue, utility acquisition and operations, capital and operational Analysis budgeting and growth management planning Management Analysis Assessment Methodology Experience Public Services Funding • City of Palm Beach, FL: Utility Undergrounding Assessment Program Utility Revenue Analysis • City of North Port, FL: Assessment Methodology Study Utility Rate Design • Okeechobee County, FL: Assessment Methodology Review and Update Affiliations International CitylCounly • Lake Wales, FL: Development of Assessment Program Methodology Management Association Management Experience Sate Management Associations In Pennsylvania, • City of Pueblo, CO: City Manager/Chief Executive Officer Florida, Missouri, Colorado and California • Town of Jupiter, FL: Town Manager/Chief Administrative Officer Florida Fire Chiefs • City of Clayton, MO: City Manager/Chief Executive Officer I Chief Association Administrative Officer Florida GFOA, Associate Member City of Cape Coral, FL: City Manager/Chief Administrative Officer Florida Cily/Counly Management Association 37 Years Experience 10 RFP No 2010.02: Overhead Willy Undergrounding Project Financing WILLDAN t--_1 rvundms.mces Education Bachelor Mathematicswith Applied Malhemphas Habib 0Saac Project Manager Mr. Habib Isaac, a Senior Project Manager in the Financial ConsultingServices group, Emphasis In is In will serve as project Manager the Town or Jupiter Inlet Colony's engagementMr p I 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 [he 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 or assessment programs, fiscal impact reports, feasibility studies, Community Facilities Benefit Assessment Districts (CFDs), and vire 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 -Grenades Utility Undergrounding and Reassessment Reports Pacific West Circle Utility Undergrounding ($2.1M Bond Issue): For each or these undergrounding assessment districts, Willdan completed assessment district Publications formation proceedings in compliance with the State or California's 1913 Act and "Cryptography with Proposition 216. Bonds were Issued for each district under the authority of the 1915 Cycling Chaos,'Physics LellerA, V303; Act For these formations, Mr. Isaac worked closely with City staff and property owner Pages 345.351 (2002) groups 10 conduct extensive fieldwork and developed an assessment methodology [hal 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 Wilder, 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 IB months, and included over 15 meetings with City staff and other consultants to coordinate phases and [asks 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 f good control Improvements, a four acre detention basin, streets, and sewers He developed an assessment methodology which accounted for various properly types ranging from mull[ -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 201002: Overhead Utility Undergrounding Project Financing 11 Education Bachelor of Science, Criminology, University of Lo Vome, 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 Sominars Caliromia Debt and Investment Advisory Commission 5 Years Experience WILLDAN Rnanclsl aewices .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 Willdan 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-Granades 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 20f0A2: Overhead U1111ty Undergrounding Project Financing 12 WILLDAN FinancialServfce- Cost Detail The Wilidan Project Team will perrorm 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 rates. Our current hourly rales are: Wilidan Financial Services: :Hourly Rate Schedule Position Hourly Rale Vice President S210 Principal Consultant S200 Allomey $200 Senior Project Manager $165 Projecl Manager 5145 Senior Project Analyst 5130 Senior Analyst 5120 Analyst 5700 Analyst Assistant 575 Property Owner Services Representative 555 Support Stall S50 13 RFP No 2010.02: Overhead Utility Underground Project Financing WILLDAN 1`111121=131 SeMileg Appendix Requested Town Forms As requested in the RFP, the following forms are Included on the pages that fallow. • Proposal Page • Proposer's Qualifications • List of Current & Pertinent Professional References • Drug -Free Work Place Cerliffca0on • 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 PROPOSALPAGE Acknowledgement is hereby made of the following Addenda received since issuance of this Request for Proposals: Wilidan Financial Services did not receive addenda related to RFP No. 2010.02. Addendum No. Dated: Addendum No. Dated: Addendum No. Dated: Addendum No. Dated: Addendum No. Dated: Addendum No. Dated: The hereby undersigned representative submits #L1.5 Proposal and certirres that he or she is an authorized representative of the Proypsllo m gaily bi a Waposer. *SIGNATURE: Name: Mark Risco Title: Senior Vice President Printed Company: Wilidan Financial Services Address: 27360 Via Industria, Suite 110 Legally registered name City: Temecula State: Colifomia Zip: 92590 Telephone No: (6001755.6864 Fax No: (8811) 326-6864 'Failure to affix signature will result in disqualification of Proposal. Name or Contact Person: Lee Evett, Vice President Address: 7380 Sand Lake Road, Suite 500, Orlando, Florida 32819 Phone Number. (407)352-3958 Fax Number. (8881326-6864 E-mail Address: levetl(o)willdan.com RFP No. 2010-02—Overhead UaXty Undergrounding Pmjecl Financing: Aseesamanl Melhodology Papa 21 TOWN OF JUPITER INLET COLONY RFP NO. 2010-02 Overhead Utility Undergrounding Project Financing: Assessment Methodology PROPOSER% QUALIFICATIONS The Vendor, as a result of this Proposal, MUST hold a County andler Municipal Conbaclor'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: Willdan Rnanclai Services Address: 7380 Sand Lake Road, Suite 500 City, Slate, Zip: Orlando, Florida 32819 Phone/Fax: T#: f4071352.39581F#: (8881325 6864 2. Check One: Corporallon (X) LLC ( ) Partnership( ) Individual( ) Other ( ) 3. If Corporation, LLC, or other registered business entity, please state: Date or Incorporation: June 15, 1988 Slate In which Incorporated: California 4. If an out-of-slato Corporation, LLC, or other business entity, currently authodzed to do business In Florida, give date of such authorization: December 16, 2003 5 Name and Title of Principal Officers Frank G. Tdoeol. President and CEO Mark Risco, Senor Vice President Lee Evell. Vice President Roy Gill, Secretary Dale Elected: June 2002 January 2010 September 2005 June20o0 6. The Proposer's length of time In business j,L years 7. The Proposer's length of time (continuous) In business as a service organization in Florida: I years 6. Provide a list or at least Ove references as described herein. 9. Copies of County and/or Municipal Occupational Licanse(s) Note: Information requested herein and submitted by Ura Proposer wdl 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 I hat fihe Proposers, In the sole opinion of fire Town of Jupiter Inlet Colony, can suffrelantly and e)Tclantly perform alt the required financing assessment methodology services in a flmely and satisfactory mannor as will be required by the subject Consulting Services Agreement. If there are any terms and/or conditions that em in conflict, the most stringent requirement shall apply TOWN OF JUPITER INLET COLONY RFP No. 2010-02 — Overhead Utility undergmundin0 Project Fnardn?. Assessment Methodology Page 22 RFP NO.2g10-B2 Overhead Utility Undergrounding Project Financing: Assessment Methodology LIST OF CURRENT & PERTINENT PROFESSIONAL List of at least live (5) current and pertinent frofessianal references that the Town can contact in Motion to Proposer's qualifications, financial stability, and experience. Failure to furnish this information may be grounds for rejection orlhe Proposal. 1. Name and Address of Finn, City, County, or .Agency Scope of Work: U0111y Undergrounding Assessment Pro ram City of Palm Beach Florida Dale(s): March —October 2009 360 South County Road Amount: S49,550 Palm Beach FL 33480 Contact: Tom Bradford Deputy Town Manager Telephone No: 531 838.5400 For Town Use Only: Comment Rslerenee Vented Yoe No 2. Name and Address of Firm. City, County, or Age ascope of Wark: Assessment Methodology Revlew and Uodala Okeechobee Count Florida Date(s): 2007 304 Norlh West 2nd Street Amount: $41.00D Okeechobee. FL 34972 Contact: 1 Nick Hopkins. Fire Chief Pabick Conlon, Special Project Coordinator Tele hone No: (0531763-5544 Fa TomUss Ordy Comments: Reterena Vented: Yee No For Town Use Only: Comments: neterenoe Vedted: Yes No 3 Name and Address of Finn, City, County, or Agency Scope of Work: UIIIBy Undergrounding Assessment District CI of La une Beaeh(California)Oates: Jul 2008—September 2009 505 Forest Avenue 2 Floor Amount: 325,595 lamina Beach. CA 92651 Contact: Joe Ch l vele Pro ecl Mana er Telephone No: 949 4979: For Town Use Only: comments RNuenm Vedkd Yes No 4. Name and Address of Firm, City, County, or Agency Scope or Work: Utility Undergmunding Assessment DWrict .0ty of Palen Desert(California)Date(s); 2004-2005 73510 Fred Warn Road Amount: 5119 887 Palm Desert, CA 92260 Contact: Pabick Conlon, Special Project Coordinator Telephone No: (7601 34MB11 x356 For Town Use Only: Comments: neterenoe Vedted: Yes No 5. Name and Address of Finn. City, County, or Agency scope of Work: Utility Undergrounding Assessment Olstricts -City of Solana Beach California Dale(s): 2004-2008 535 South Hghway 101 Amount: S63,500 Solana Beach, CA 92075 Con lacl: Dennis Coleman, Finance Director Tela hone No: 8581 58 720.2461 For Town Use ONy; Comnents. Releren®Vadsed: Yes No Company Name: Wllldan Financial Services RFP No. 2010.02—Overhead Ullilly Undemrounding Prnjeet Financing: Assessment Modtodology Page 23 TOWN OF JUPITER INLET COLONY RFP NO. 2010-02 Overhead Utility Undergrounding Project Financing: Assessment Methodology DRUG-FREE WORK PLACE CERTIFICATION Whenever two (2) or more bidsiproposets, which are equal with respect to price, quality, and service, are received by the Town or Jupller Intel Colony rot the procurement of commodities or contractual services, a bid/proposal received from a business that certifies (hal it has Implemented a drug-free workplace program shall he 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 he taken against employees for violations of such prohib(tion. 2. Inform employees shout the dangers of drug abuse In the workplace, (lie business's policy of maintaining a drug -flee 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 vlotallon of Chapter 893, Florida Statutes, or of any controlled substance law of the United Stales or any singular stale, 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 faith effort to continue to maintain a drug-free workplace through Implementation of Section 287.087, Florida Statutes. This Certification Is submitted by Mark Risco the (Individual's Name) Senior Vice President of W171dan Financial Services (Title/Position with CompanyNendar) (Name of�Co�mpanyNendar) Who docs hereby certify that said CompanyNendar tae etileg•F ace program, which meets the requircmcnts or Section 287.087, Florida Statu i or r hers (I) through (G) above. March 2. 2010 Date signature RFP No. 2010.02—Overhead May Undergrowrding Praiect Financing: Assomment 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 Wilidan 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 rebid any or all items. Bidder accepts this condition X Bidder does not accept this condition Signature ARLENE ROW VELLI CommUon • 7710670 127368 i Notary Puble-Coetomto Vie Industria, Suite 110 Rtmus" cowvy I' Address CaTm =.kn1=71 Temecula, California 92590 City/Stale/Zip (600)755.6864 Telephone Number Slate of Florida, County of Before me this day personally appeared who, being duly swom deposes and slates that the foregoing I rue and correct certifkalbn as presented. Witness my hand and officli al, this _ day of . 2010, A.D. My commission expires or Honda RFP No. 2010.02— Overhead trinity Undergmundkg Pro)ocl Financing: Assessment Wthodotogy Page 25 CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT Zrxl. r�rrrcerrcr e1•r-m rtym�rr_ .cam-ree(jy; -r,xe xsnrr -crrn-arr_rr centnererrsrmr Slate ofCalifornia 1 County of LkE5I'de J} On Hfl"14 2..2010, before me, Lleme- ROWAII8111 , Nkgl' / ocn sn m••m o • , personalty appeared Ha r %fit Se.O who proved to me on the basis of satisfactory evidence b be the personWwhosa name(e)-istafazubscdbed to the within instrument and acknowledged to me that helsheldtey executed the same In his/herAhelr euthart ted capacihAUQ, and that by his4wAhair slgnature(a).on the Instrument the person(*or the entity upon behalf or which the person(e)ecled, executed the Instrument. I coldly tender PENALTY OF PERJURY under the laws of the Slate of California That the foregoing paragraph Is true and correct. WITNESS mya d and official seal. rm,rr•e,reor�Am,e Slgnaturg OPTIONAL Thm*h the fnlamullan botow is nol required bliaw, d maypmve vaktable to poraons relying on the dxurrml and courdpmvera rrztWori removat and maluchmanl of arts /onto amlherdxvmenl. Description of Attached Document , r1 vit Tide wType of Document: 11[�,f r1J1451 VIg /}yyte 60V62 mehtT&'LfnercS Document Data: Nk Elf vl Z 7 2010 _ Number of Pages: Signals) OlherThan Nomad Above: time- Capacity(les) Claimed by Slgner(s) Signers Name: -Ark-T. ki SF.O signees Nemo: I Individual serif I•- Lindividual KCorporole Oif icer—Tide(s): Gsl TL) Corporate Officer —7109(s): _ :i Padner—: I Umded 1 : General J Padner— L. Umiled ] General Attorney In Fact L' Attorney In Feet rkp d a•mC We by d Num! Ivo TrusteeTrusteet.7 Guardian or Conservator :J Guardian or Conservator .-J other. �/ � ;_Other Signer is Representing: �cxcc�uau cc.•acaccvxR OanrfYba11b1ur NY>ladn a]5a avaob M.I'ABw]ler•Wo•araG al]I121@••wn•}nNelrypp avnlpe/ nmaaGlTdiwidOBa76aiT/ 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 shell 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 furnish this information shall be grounds for rejection of the bidders Proposal. (If no subcontractors are proposed, stale "None" on the first line below.) Signature and Date ` / March 2. 2010 Title/Company Willdan Financial Services RFP No. 201002—Overhead UUIWUndergrounding Project Fhiandng:0.ssessrmnt Methodology Page 26 TOWN OF GULF STREAM PALM BEACH COUNTY, FLORIDA COMMISSIONERS WILLIAM F. AOCH. JR. Mayor JOAN K. ORTHWEIN, Vice Mayor FRED 6.OEVIFT IN CHRIS D. WHEELER MORIEL J. ANDERSON April 14, 2010 Lee Evett, Vice President Willdan Financial Services 7380 Sand Lake Road Sulte 500 Orlando, Florida 32819 Dear Mr. Evett: .r �f Telephone (551) 2765116 o Fax (561) 737-0766 aTown Manager WILLNIM H.THRASHER 5 Town Clerk RITA LTAYLOR 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, Rita L. Taylor Town Clerk 100 SEA ROAD, GULF STREAM, FLORIDA 33483 TOWN OF GULF STREAM PALM BEACH COUNTY, FLORIDA Delivered via e-mail September 28, 2016 Chris O'Hare [mail to: chrisoharegulfstream(a�,gmail.com] Re: GS #2327 (wildan billable hours) As background to this request I call your attention to page I and page 18 of the Town record published online at the URL: htW.Ilwww2.Qulfstream. orF/weblinkIDocView.asnx?id=101325&searchid=a2e96acb-837d- 426b-816c-916b36e1d808&dbid=0 and titled, Wildan Financial Services Agmt April 2010, (also attached far your reference). This record is the agreement approved by the Town Commission on April 19, 2010. On page 1 of this record under Section 2. please note: 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. (emphasis added) On Page 18 of this same Town record under RFP No. 2010-02 can be found: The Willdan Project Team will perform the services described In our proposal, including expenses, for the fixed price fee of $29,850. Additional services may be authorized by the Town and will be billed at our then current hourly overhead consulting rates. (emphasis added) I request to inspect any invoice or billing from Wildan (or Willdan) Financial Services that is itemized or broken down by billable hours. Please do not include any records that are for flat rate charges, lump sum charges or that don't otherwise list billable hours. Dear Chris O'Hare [mail to: chrisoharegulfstream(agrnail.coml, The Town of Gulf Stream has received your public records request dated September 26, 2016. The original public record request can be found at the following link: http://www2.gulf-stream.org/weblink/0/doc/102172/Pa ea l.asnx Please be advised that the Town of Gulf Stream is currently working on a large number of incoming public records requests. The Town will use its very best efforts to respond to you in a reasonable amount of time with the appropriate response or an estimated cost to respond. Sincerely, As requested by Rita Taylor Town Clerk, Custodian of the Records TOWN OF GULF STREAM PALM BEACH COUNTY, FLORIDA Delivered via e-mail November 3, 2016 Chris O'Hare [mail to: chrisohareeulfstreamaemail.coml Re: GS #2327 (wildan billable hours) I request to inspect any invoice or billingfrom Wildan (or Willdan) Financial Services that is itemized or broken down by billable hours. Please do not include any records that are for flat rate charges, lump sum charges or that don't otherwise list billable hours. Dear Chris O'Hare [mail to: chrisohareeulfstream(i�email.coml: The Town of Gulf Stream has received your public records request dated September 27, 2016. The original public records requests can be found at the following links: hLtp://www2.gulf-stream.org/weblink/O/doc/102172/Pagel.asvx Please be advised that there are no such records. We consider this request closed. Sincerely, e As requested by Rita Taylor Town Clerk, Custodian of the Records