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PRR 16-2326
Renee Basel From: Sent: To: Subject: Attachments: Dear Custodian of Records, Chris O'Hare <chrisoharegulfstream@gmail.com> Monday, September 26, 2016 5:37 PM Bill Thrasher, Rita Taylor, Renee Basel Public Record Request - wildan agreement/authorization Wildan Financial Services Agmt April 2010.pdf 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 . A s b a c k g r o u n d t o t h i s r e q u e s t I c a l l y o u r a t t e n t i o n t o p a g e 1 a n d p a g e 1 8 o f t h e T o w n r e c o r d p u b l i s h e d o n l i n e a t t h e U R L h t t p : / / w w w 2 . g u l f - s t r e a m . o r g / w e b l i n k / D o c V i e w . a s p x ? i d = 1 0 1 3 2 5 & s e a r c h i d = a 2 e 9 6 a c b - 8 3 7 d - 4 2 6 b - 8 1 6 c - 9 1 6 b 3 6 e 1 d 8 0 8 & d b i d = 0 a n d t i t l e d , W i l d a n F i n a n c i a l S e r v i c e s A = t A p r i l 2 0 1 0 , ( a l s o a t t a c h e d f o r y o u r r e f e r e n c e ) . T h i s r e c o r d i s t h e a g r e e m e n t a p p r o v e d b y t h e T o w n C o m m i s s i o n o n A p r i l 1 9 , 2 0 1 0 . O n p a g e 1 o f t h i s r e c o r d u n d e r S e c t i o n 2 . p l e a s e n o t e : T h e T o w n o f G u l f S t r e a m a g r e e s t o u s e t h e s e r v i c e s o f W i l d a n F i n a n c i a l S e r v i c e s t o p e r f o r m a n a s s e s s m e n t m e t h o d o l o g y f o r f i n a n c i n g a n 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 o r t h e T o w n o f G u l f S t r e a m u n d e r t h e s a m e t e r m s a n d c o n d i t i o n s a n d f o r t h e s a m e p r i c e s a s s e t f o r t h i n R F P N o . 2 0 1 0 - 0 2 o f 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 , a c o p y o f w h i c h i s a t t a c h e d h e r e t o . ( e m p h a s i s a d d e d ) O n P a g e 1 8 o f t h i s s a m e T o w n r e c o r d u n d e r R F P N o . 2 0 1 0 - 0 2 c a n b e f o u n d : T h e W i l l d a n P r o j e c t T e a m w i l l p e r f o r m t h e s e r v i c e s d e s c r i b e d I n o u r p r o p o s a l , i n c l u d i n g e x p e n s e s , f o r t h e f i x e d p r i c e f e e o f $ 2 9 , 8 5 0 . A d d i t i o n a l s e r v i c e s m a y b e a u t h o r i z e d b y t h e T o w n a n d w i l l b e b i l l e d a t o u r t h e n c u r r e n t h o u r l y o v e r h e a d c o n s u l t i n g r a t e s . ( e m p h a s i s a d d e d ) I r e q u e s t t o i n s p e c t a l l p u b l i c r e c o r d s o f t h e T o w n o f G u l f S t r e a m a u t h o r i z i n g W i l d a n ( o r W i l l d a n ) F i n a n c i a l S e r v i c e s t o p r o v i d e d a d d i t i o n a l s e r v i c e s b e y o n d t h o s e s e r v i c e s d e s c r i b e d i n t h e T o w n r e c o r d k n o w n a s W i l d a n F i n a n c i a l S e r v i c e s A g m t A p r i l 2 0 1 0 . I n a d d i t i o n t o r e c o r d s r e s p o n s i v e t o t h e a b o v e r e q u e s t I s p e c i f i c a l l y r e q u e s t t o i n s p e c t a n y r e c o r d o f a u t h o r i z a t i o n o r a g r e e m e n t r e g a r d i n g t h e a n n u a l . S p e c i a l D i s t r i c t A d m i n i s t r a t i o n p e r f o r m e d e a c h y e a r b y W i l l d a n F i n a n c i a l S e r v i c e s . 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 . 2 If you contend that any of the records I am seeking, or any portion thereof, are exempt from inspection or disclosure please cite the specific exemption as required by §119.07(1)(e) of the Florida Statutes and state in writing and with particularity the basis for your conclusions as required by §119.07(1)(f) of the Florida Statutes. Produce for my inspection all responsive records and ONLY redact that portion of the record that you consider exempt. To be clear, if you consider an entire record to be exempt, produce that record in its entirety with all portions redacted that you consider exempt. I specifically ask you to do this in order that I may inspect fully redacted records for the purpose of challenging a particular redaction or establishing a reference for a future request of a record that is only temporarily exempt, as in the case of a public record that was prepared by an agency attorney exclusively for litigation and is only exempt from disclosure until the conclusion of the litigation. If the public records being sought are maintained by your agency or contactors for your agency, in an electronic format please produce the records in the original electronic format in which they were created or received. See §119.01(2)(f), Florida Statutes. Again I ask that you provide only those records for inspection that do not require extensive use of information technologies or extensive staff time or both in excess of 15 minutes. Take note of §119.07(4)(a)3.(d) Florida Statues and if you anticipate that any records exist, the production for inspection of which will require extensive use of information technologies or extensive staff time or both in excess of 15 minutes, then please provide those records that can be produced within the first 15 minutes and advise me of the cost you anticipate to be incurred by your agency for the remaining records prior to incurring this cost. Please do not incur any costs on my behalf without first obtaining my written authorization to proceed. If you produce only a portion of all existing responsive records, please tell me that your response includes only a portion of all existing records responsive to this request. 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. 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. 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 AGREEMENT THIS AGREEMENT is made this / CI l 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. W--° Z� Witness r. Witness TOWN OF GULF STREAM By— ttS�a�nr RMOCS11314710000MOM1709053 DOC ��W I L L D A N T i t l e P a g e M O P N o . 2 0 1 0 - 0 2 o v e U P ( l i e a d ] ��% o ��u t i i N J r ����J ��r r o ��r r � a a o ��d 7 u r ����g p r r o j e c ' 2 A t l i e l i h a d 0 0 0 u v W i l l d a n F i n a n c i a l S e r v i c e s 7 3 8 0 S a n d L a k e R o a d , S u i t e 5 0 0 O r l a n d o , F l o r i d a 3 2 8 1 9 T e l # : ( 4 0 7 ) 3 5 2 - 3 9 5 8 F a x # : ( 8 8 8 ) 3 2 6 . 6 8 6 4 C o n t a c t P e r s o n : L e e E v e l l , V i c e P r e s i d e n t 7 3 8 0 S a n d L a k e R o a d , S u i t e 5 0 0 O r l a n d o , F l o r i d a 3 2 8 1 9 T e l # : ( 4 0 7 ) 3 5 2 - 3 9 5 8 F a x # : ( 8 8 8 ) 3 2 6 - 6 8 6 4 R F P N o 2 0 1 0 0 2 : O v e r h e a d W i l 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 ;�WILLDAN MmamWr Senices Table of Contents TITLEPAGE...........................................................................................I TABLEOF CONTENTS........................................................................il TRANSMITTAL LETTER......................................................................III APPROACH TO THE PROPOSED SERVICES....................................1 Project Understanding .......................................... _.................................................... 1 Overall Approach and Method of Assessment ..... .................. ...... .......................... 3 Town Commission Involvement .............. _........................................... ...... _.............. 4 TownStaff Involvement......_ ....................... _............................................ .................. 4 CurrentWork Load......................................................................................................5 Methodology............................. _............................ _........................................... _....... 5 Feesand Charges ....... _................................................... _...................... _.................. 6 PASTEXPERIENCE.............................................................................7 ClientReferences ........................... _........................ _................ _.......... _....... ............. 7 OPERATIONAL INFORMATION...........................................................9 Hours of Operation .............. _...... _.............. _............................ .. .................. _........... 9 Proposed Staffing Levels & Resumes ................. ._....... ............................ ............. 9 COSTDETAIL.....................................................................................13 AdditionalServices ............... »..... _...................... _.......... _...... _................................ 13 APPENDIX.........................................................................................A-1 RequestedTown Forms ............................................. .......... ..... ........ ................. A-1 RFP No 2010-02: Overhead Utility Undergrounding Project Financing VV"WILLDAN Financial Services u gra nsmotta0 Letter March 2, 2010 Joann Manganiello, Town Administrator 1 Colony Road Jupiter Inlet Colony, Florida 33469 Re: Overhead Utility Underground Project Financing: Assessment Methodology, RFP No 2010.02 OearMs Manganie8o: Willdan Financial Services ("Wilidan') Is pleased to submit our proposal In response to Request for Proposal (RFP) No. 2010-02. We believe our project learn Is the most experienced, capable and qualified to undertake and successfully complete this project within the Omeframe 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 W[Iidan understands that the assessments, collected using [he "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 or formulas by property type, I e Single Family, Mull[-Famfly 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, Wilidan commits to perform all services as provided in our proposal dated March 2, 2010 and within the 8mefmmes stipulated by statute and your RFP Why Willdan — Simply put, Wilidan is a highly experienced firm in the preparation of assessment methodologies for overhead utiifly, undergrounding Interestingly, Wilidan Is the only firm that has developed a study of this type In the Slate 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 Wilidan Financial Services, a division of Wilidan Group, Inc., is a financial and economic consulting firm with a stat of over 60 professionals. Our clients Include cities, counties, and special districts In more than 35 slates. 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 fine and valid for a period of ninety (90) days after the closing dale of March 3, 2010. As an officer of Wilidan Financial Services, I have the authority to contractually bind the firm. Please feel free to contact Mr. Lee Evelt, Vice President of Southeast Operations, to discuss any aspect of this proposal or to arrange for an Interview with our learn. Mr. Evetl can be reached at (407) 352-3958 or via e-mail at levett(@Villdan.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 Geolachnxal I Environmental I Suslainab8ity I Financial 1 Homeland Secudly 407 352 3950 1 800 755 5864 1 far 888 326 6864 17380 Sand Lake Road. Suila 500, Orlando, Fl. 32819 1 www wiNdan con WILL �RmcialeDoAes N 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 or 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 utility 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 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 benefilling properly 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 1 RFP No 2010.02 Overhead Utility Undergrounding Project Financing AKW I LLDAN Flnancialsenim. 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 protect These key study Issues and the strategies Willdan will utilize to address them are provided below Issue #i: Develop utility undergrounding assessment calculation formulas, by property type. It will be Important to develop Drawing on our extensive assessment l assessment formulas that have the experience, Willdan 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 property owners. 1 New assessment rales need to be ' Willdan will Incorporate our 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 iand 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 lavi iequues tie assessment Wilidan will Incorporate our knowledge 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 Protect Financing - -VWILLDAN nnwdalsenices Issue #4: Communicate the Issues and educate the property owners with the facts before they are asked to express their thoughts on the wisdom or funding utility undergrounding projects through the Imposition of non ad valorem special assessments. ri cui`.ild ll, b, nt,l P.n Vii,_ Assessment programs are not commonly Wilidan will assist the Town with used by local government. The basic transmitting specific elements of a principles of assessment programs must community outreach effort. The goal of i be conveyed to affected properly owners. the outreach effort will be to educate property owners of the proposed assessment program, Including the j 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 properlles of the Town as a result of the utility undergrounding. Wilidan 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 stale 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 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 benegl to the properties that access the undergrounded utilities 3 RFP No 2010-02: Overhead Utility Undergrounding Project Financing DAN YYJ fMancuismica 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 t) Improved safely 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 lines, 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 properly 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 lexibility 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 turn 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, Willden anticipates the Town Commission's Involvement to be minimal, A Final gyral 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 Wilidan 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 2070-02: Overhead Utility Undargrounding Project Financing u✓FbancW °v" Furthermore, Willdan will rely on the validity and accuracy or 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. Wilidan'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 went 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 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 • Delermining 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 c__j Rn•nNm smicu 2 The assessment methodology will lake 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 properly 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 or the properly Task 4: Report Preparation A Compile items from Task 2 and Task 3 into the assessment methodology report and submit rive (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. fi RFP No 2010.02: Overhead Utility UndergroundIng Project Financing _-•'' WILL sDcm N Willdan has 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 references/project descriptions for which slmllar assessment services were provided. Our project descriptions include the agency name, contact methodologies. name and tille, 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 of all overhead utilities and their reinstallation in Assessment Methodology Palm Beach, FL 33480 underground vaults and trenches. Unique to this Utility Undergrounding (56 t) 836-5400 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-slte fieldwork to review the location of the ullliges 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 Paldck 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 73.510 Fred Waring Road Palm Desert CA 92260 neighborhood In the City, and their reinstallation In Assessment Methodology (7fi0J 346.0611 x366 underground vaults and trenches. Project tasks Utility 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 S119,887 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 Chiquefe Pmjecl Manager 505Foresl Avenue, 2nd Flow Laguna Beach, CA 92651 (949)497.3311 Project Duration July 2008— September 2009 Contract Amount 526,605 Contact Information Dennis Coleman Finance Director 635 South Highway 181 Sotana Beach, CA 92075 (858) 720-2461 Project Duration 2004— 2006 Contract Amounts S23,500 (District No 2005.1 Barbara/Granados) 521.500 (District No 2005.2 Pacific West Circa) S 18,500 (Dishict No. 2088-1 Marsolan) Contact Information Nick Hopkins Fire Chief 304 Nodh West 2n Street Okeechobee, FL 34972 (663) 763.5544 or 19mbedy Rodgers Assistant Finance Director (863) 763.9312 Project Duration 2007 Contract Amount 541,000 WILLDAN FinmcU Senices City of Laguna Beach, CA Assessment District No. 08-9 (Summit Drive and Canyon Acres Drive Utility Undergrounding) Willdan assisted the City of Laguna Beach with the formation of an underground utility district in a developed area of 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 • Utility Undergmunding 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 Stale of Inlet Colon y: 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 Edu 11 For these formations, the Wiildan Team worked ca 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 properly 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 Wiildan 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 Willden conducted an exhaustive analysis of eligible methodology components and the property within the affected area and developed a methodology, which resulted In an additional 51.5 million annually for the County Relevance to Jupiter Inlet Colony: • With our experience, Widen succeeded in locating 1.5 miillon In new assessable dollars each year. • Wilklan supported the implementation and adoption process, Including public information. • Counly vide Assessment - 32,000 Parcels 8 RFP No 2010-02: Overhead Utility Undergrounding Pmjecl Financing Operational Information Hours of Operation Pursuant to the Town's RFP, Wiliden's hours or operation are S 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 Ume and on budget With that philosophy In mind, we have selected Mr. Lee Evett as our principal -In -charge. Mr. Evell 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 fills the Town's needs. Ms. Carter will ensure that all the data is collected, interpreted, researched, and entered correctly Resumes for the team or professionals Identified above follow for your review. The Willdan 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 Ulilily Undergroundirg Project Flnandng Education Masters in Public Administration, Indiana University Bachelor or 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 Rale Design Affiliations International Clly/Counly Management Association Slate Management Associations In Pennsylvania, Florida, Missouri, Colorado and Calilomlo Florida Fire Chlels Association Florida GFOA, Associate Member Florida CIIylCounly Management Assmiallon 37 Years Experience W ILLDAN 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 stale of Florida, as well as his history of assessment methodology development. Currently, he is responsible for assessment methodology studies, impact fee studies, economic consulling studies, local Improvement district implementation, arbitrage rebate calculations, municipal disclosure, and district administration services for agencies throughout the Southeastern United Stales Mr Evelt comes to Wilidan with more than 34 years of public experience as a City Manager with extensive experience managing cities in rive stales 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/Chlef 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 UI011y Undergrounding Project Financing 10 WILLDAN i Education of Bachelormaics with Applied Mathematics with Emphasis Habib 9saac Project Manager Mr. Habib Isaac, a Senior Project Manager in the Financial Consulting Services group, 9 n 9 P. will serve as project Manager for the Town of Jupiter Intel Colony's engagement Mr In Computational Science, Isaac has been selected for this role due to his extensive experience with the San Diego State 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 Distdcf Formations Mr Isaac specializes in special district formations, which Includes the development of assessment programs, fiscal impact reports, feasibility studies, Community Facilities Bene0t 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 Stale of California's 1913 Act and "Cryptography with Cycling Dheos,•Physfos Proposition 218. Bonds were issued for each district under the authority of the 1915 Lefler A, 1/303; pct 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 or 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) ($29AM 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 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 2010-92: Overhead Utility Undergrounding Project Financing 11 Education Bachelor of Science, Criminology, University of Lo Varna, Calilamia UCLA Extension - Fundamentals of Land -Based Financing. Assessment Districts and Mello -Roos Districts Areas of Expertise Special District Formations and Annexations Assessment Methodologles Geographic Infmmalfon Systems Analysis Database Creation and Analysis Assessment Diagrams via Computer Aided Design Parcel Identification and Ownership Vedfrcalbn Rate and Method of Apportionment Balloting Precasses seminars California Debt and Investment Advisory Commission 5 Years Experience VWILLDAN Jennifer Carter Analytical Support Ms. Jennifer Carter will also serve as a support analyst for the Town's engagement Currently, Ms Carter is a SeniorAnalyst 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 Dlstricl No 101 City of Palm Desert, CA: Highlands Utility Undergrounding Assessment Dlstricl No. 04.01 City of Solana Beach, CA: Barbara-Granadas Utility Undergrounding Assessment District No. 2005-1 and Pacific Utility Undergrounding Assessment Disldct 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 12 RFP No 2010-02: Overhead Utility Undergrounding Project Financing VM-- WILLDAN FlnmsW Smkes Cost Detail The Willdan Project Team will pedorm 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: Willclan Position Hourly Rate Vice President 5210 Principal Consultant 5200 Attorney $200 Senior Project Manager S165 Project Manager S145 Senior Project Analyst 5130 Senior Analyst 5120 Analyst 5100 Analyst Assislanl $75 Property Owner Sorvices Represenlalive $55 Support Staff S50 13 RFP No 2010.02: Overhead Unity Underground Project Financing WILLDAN t_ _, 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 Cerli0ca0on • 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: W111dan 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 authorized representative of the PropVss1 *SIGNATURE: and certifies that he or she is an Name: Mark Risco Title: Senior Vice President Prinled - Company: Wilidan Financial Services Address: 27368 Via Industria. Suite 110 Legally registered name City: Temecula State:Coliromia Zip: 92590 Telephone No: (8001755-6864 Fax No: (808) 326.6864 *Failure to affix signature will result in disqualification of Proposal. Name of Contact Person: Lee Evett, Vice President Address: 7360 Sand Lake Road, Suite 500, Orlando, Florida 32819 Phone Number. (4071352-3958 Fax Number: (888) 326-0864 E-mail Address: levetl(o)willdan.com RFP No. 2010-02—Ovatead U1111ty Undemraunding Praled Flneadag: Amomeni Melhodology 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 or this Proposal, MUST hold a County and/or Municipal Conlraclors 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 Rnanclal Servicos Address: 7380 Send Lake Road, Suite 500 City, Stale, Zip: Orlando, Florida 32819 PhonelFax: T#: (4071352.3958IF#: (888)3266864 2. Check One: Corporation (X ) LLC( ) partnership( ) Individual( ) Other( ) 3. If Corporation, I.L.C. or other registered business entlly, please state: Dale or incorporation: June 15, 1988 Stale In which Incorporated: California 4. Ilan oul-of-slate Corporation, LLC, or other business entity, currently authorized to do business In Florida, give dale of such authorization: December 15, 2003 5. Name and Titie of Principal Officers Frank G. Trisect. President and CEO Mark Risco, Senior Vice President Lee Evell, Vice President Roy Gill, Seaelow Dale Elected: June 2002 January 2010 September 2006 June2000 5. The Proposer's length of time In business ZL years 7. The Proposer's length of time (continuous) In business as a service organization In Florida: .years 8. Provide a list of at least live references as described herein. 9. Copies of County and/or Municipal Occupational License(s) Note: Information requested herein and submitted by the Proposer will be analyzed by Ilia Town of Jupiter Intel Colony and maybe a factor considered In awarding any resulting Consulting Services Agreement. The purpose Is to unsure that the Proposers, In the sole opinion of ilia Town of Jupiter Intel Colony, can suMclently and efliclantly perform all the required tinancng assessment methodology services in a timely and satisfactory manner es will be mquimd by lho subject Consul8ng Services Agreement. If (here am any forms and/or conditions that aro In mnlnc, the most stringent requirement shah apply TOWN OF JUPITER INLET COLONY RFP No. 2010-02—Overhead UIWIy Undarumundln0 Project Finsrdng: Assm5nenl Methodology Page 22 RFP NO. 2010-02 Overhead Utility Undergrounding Project Financing: Assessment Methodology LIST OF CURRENT 8 PERTINENT PROFESSIONAL List of at least Ova (5) current and pertinent professional references that the Town can contact in relation to Proposer's qualifications, financial stability, and experience. Failure to furnish this information may be grounds for rejection orthe Proposal. 1. Name and Address of Finn, City, County, or Agency Scope of Work: U8111y Undergmunding Assessment Pro ram .City of Palm Beach(Florida) Oates: March — October 2009 360 South Count Road Amount: $49,550 Palm Beach FL 33400 Contact: Tom BradfordDeputy Town Manager Telephone No: 1 1531)838.5400 For Town Use Only. CcmmeNs: neletence Vanisd Yea No 2. Name and Address or Firm City, County, orAgency scope of Wolk: Assessment Methodology Review and U dale Okeechobee Count Florida Date(s): 2007 304 North West 2nd Street Amount: 541 000 Okeechobee FL 34972 Contact: Nick Hopkins. Fire Chief Patrick Conlon, Special Project Coordinator Tele hone No: 853 763.5544 Fa Tarin se Only. Ccmmenls; Ret.Z_. Vedaetl: Yes No For Town Use Only: Common: RorerencoVerilled: Yes No 3 Name and Address of Finn, City, County, or Agency Scope of Work: Utility Undergrounding Assessment District CI of Le une Beach Califomle Dale a : Jul 2008—Se !ember 2009 505 Forest Avenue 2 Floor Amount: S28 B05 Lacuna Beach. CA 92651 Contact: Joe Chl uele Protect Manager Telephone No: 949 497-3311 For Town ONy: Commenu Ralerenu VeriGetlYes No 4. Name and Address of Finn, City, County, or -Agency Scope or Work: Utility Undergrounding Assessment District -City of Patin Desert California Delete): 2004-2006 73510 Fred Waring Road Amount: S119.887 Palm Desert, CA 92260 Contact: Patrick Conlon, Special Project Coordinator Telephone No: 760 346.0611 x386 For Town Use Only: Common: RorerencoVerilled: Yes No 5. Name and Address of Firm City, County. or Agency Utility Undergrounding Assessment scope or Work: Districts -City of Solana Beach(California)Dales : 2004-2008 635 South Rahway 101 Amount: S63,500 Solana Beach, CA 92075 Contact: Dennis Coleman. Finance Director Telephone No: 858 720-2461 For Town Use Only. Comments: Relerenee Verllled: Yes No Company Name: Wllldan Financlal Services RFP No. 2010M—Overhead Utility Undergmundktg Project Financing: Assessment Methodology 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 bidslproposals, 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 II has Implemented a drug-free workplace program shag 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 conlendere to any violation of Chapter 693, 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 287.057, Florida Statutes. This Certificaflon Is submitted by Mark Risco the (individuals Name) Senior Vice President of VVr7klan Financial Santos (TIIIe1Poslllon with CompanylVendor) (Name of�Co�mpanyNendar) Who docs hereby eerily, that said CompanyNcndar h �esteg- acc program, which meets the requirements of Section 287.087, Florida Smtu mer ' etAi hers (1) through (6) above. March 2. 2010 Data Bignatura RFP No. 2010.02— Overhead UNily Undergrounding Prefect Financing: Amassment 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 Praposal(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 fl in no way restricts or interferes with the right of ANY Political Subdivision of the Slate of Florida to rebid any or all items. Bidder accepts this condition X Bidder does not accept this condition __ Slgnalure 50 ANIENE 013MANELLI COMMWlon 0 1 27368 Via Industria, Suite 110 i Nol � coou v Address Casa Anla2011 Temecula, Califomfa 92590 City/State/Zip (800)755.6864 Telephone Number r_•qJ, Slate of Florida, County of wobvitick Before me this day personally appeared , who, being duly swam deposes and stales that th=thls e and correct certification as presented. Witness my hand and officl day of . 2010, A.D. My commission expires _ RFP No. 2a10-62—Overhead Ullllly Undergrormdkg Project F mrcing: Assessment Methodology Page 25 CALIFORNIA ALL.PURPOSE ACKNOWLEDGMENT :.r^r^«r•ro�rc• •r- x^r^�^. rmc!•r nen-a-.-ner{,�y r o Slate of California 1 Cotntyof �i ersl1 'de On HAIL b z;.2t?I0 r before me, ArIeKe. RDMUdjjI , aab eb m x.m • . personally appeared Mar k j RI •sCO who proved b me on the basis of satisfactory evidence to be the person*whese name(e)-islare.subscribed to the within Instrument and acknowledged to me that helshatthoy executed the same in Ns/tHKAhetr eulharlmd capacity(IaQ. and that by hislkarlgtalr signature(o).on the Instrument the person(s); or the entity upon behalf or which the person(a)-acted, executed ilia Instrument I certify under PENALTY OF PERJURY under the laws of the Slate of California that the foregoing paragraph Is We and correct. WITN'E'SS my e d and official seal. FL.Iftbl•eell Al Slgnalur / yPry,yy el b Py1fc OPTIONAL Though the rnlamaNan balow is not mquimd by low, d maypmts votuable to persons relying on rhe docvnimi andcaubprWem haLWenl removel end mallactanent of Nre Mrm la anatherllocunlent. Description of attached Document , rt Wi+Pr OTHER Title or Type of Docutm�ent:rA,(r�jr(SIV197g�Ce6oV-e lYfEht AjfgC!CS Document Date: h( x61 Z X 2.010 _ Number of Pages: Signer(s) Other Than Named Above: fJQNe- Capaclty(les) Claimed by Signer(s) Slgreys Name: Bark T ki SCO signees Nam.: I t Individual Se Ytvl� 1. r � corpkfual p+;Corpordte ONker—Tllle(s): 651 TL Corpamle Dlatrer—Ttie(s): i Panner—: I Umlled I : General _ :J Partner— L. Umlted 0 General Attorney In Foci L' Atlarney in Fact Tanat Vo We L Trustee Trustee 0 Guardian or Conservator :J Guardian or Comervalor J Other. �� :_Other. Signer is Representing: L�,�L,ecccq�emrx ccccueea.�mzcacr Oars rbfaallbW/N,odlln•�aoo bob Av_PAewa1WWbwlLG olan]�DQ.wwWhwYMWrmn eom lHar MNvrblriintJOG76eRI TOWN OF JUPITER INLET COLONY RFP NO. 2010-02 Overhead Utility Undergroundfng 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 nolifiod 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 fumish this information shall be grounds for rejection of the bidder's Proposal. (If no subcontractors are proposed, stale "None" on the first line below.) Title/Company Willdan Financial Services RFP No. 201002— Overhead Way Undergroundfng Pra*1 Fkurcing: Assessmenl Methodology Page 26 TOWN OF GULF STREAM PALM BEACH COUNTY, FLORIDA COMMISSIONERS WILLIAM F. KDCH, JR. Mayor JOAN K. ORTHWEIH, Vice Mayor FRED B. DEVITT 111 CHRIS O. 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: p rr .T Telephone (sei) 2745110 Fee (561)7]7-0188w Ton Manager WILLIAM H.THRASHER r.5 Town Clerk RRA 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),email.com] Re: GS #2326 (wildan agreement/authorization) As background to this request 1 call your attention to page 1 and page 18 of the Town record published online at the URL http://www2.Rulf- stream. orQAveblink/DocView. asax?id=101325&searchid=a2e96acb-837d-426b-816c- 916b36e1d808&dbid=0 and titled, Wildan Financial Services Agmt April 2010. (also attached for your reference). This record is the agreement approved by the Town Commission on April 19, 2010. On page I 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 methodologyfor 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 aur 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 all public records of the Town of Gulf Stream authorizing Wildan (or Willdan) Financial Services to provided additional services beyond those services described in the Town record known as Wildan Financial Services Armt April 2010. In addition to records responsive to the above request I specifically request to inspect any record of authorization or agreement regarding the annual Special District Administration performed each year by Willdan Financial Services. Dear Chris O'Hare [mail to: chrisohareeulfstreamna gmail.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: htty://www2.gulf-stream.org/weblink/O/doc/102170/Pa eg 1_aspxx 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, RM -d R"441 " As requested by Rita Taylor Town Clerk, Custodian of the Records TOWN OF GULF STREAM PALM BEACH COUNTY, FLORIDA Delivered via e-mail November 15, 2016 Chris O'Hare [mail to: chrisoharegulfstreamOgmail.com Re: GS #2326 (wildan agreementlauthorization) I request to inspect all public records of the Town of Gulf Stream authorizing Wildan (or Willdan) Financial Services to provided additional services beyond those services described in the Town record known as Wildan Financial Services Agmt April 2010. In addition to records responsive to the above request I specifically request to inspect any record of authorization or agreement regarding the annual Special District Administration performed each year by Willdan Financial Services. Dear Chris O'Hare [mail to: chrisoharegulfstream(@gmail.coml: The Town of Gulf Stream has received your public records request dated September 26, 2016. Your original public records request and response can be found at the following link: hgp://www2.gulf-stream.org/weblink/O/doc/I 02170/Pagel.asnx The authorization/agreement regarding the annual Special District Administration performed each year by Willdan Financial Services is a verbal authorization. I have also attached the responsive records, that are sent each year as a response to the verbal agreement, in an abundance of caution for your convenience. We consider this request closed. Sincerely, IZ" ROW" D� As requested by Rita Taylor Town Clerk, Custodian of the Records DR -408A N. 02/91 Sy Y! DEPARTMENT OF REVENUE CERTIFICATE TO NON -AD VALOREM ASSESSMENT ROLL I, the undersigned, hereby certify that I am the Chairman of the Board, or authorized agent of Town of Gulf Stream , located in Palm Beach County, Florida; as such, I have satisfied myself that all property included or includable on the Non -Ad Valorem Assessment Roll for the aforesaid county is properly assessed so far as I have been able to ascertain; and that all required extensions on the above described roll to show the non -ad valorem assessments attributable to the property listed therein have been made pursuant to law. I further certify that, upon completion of this certificate and the attachment of same to the herein described Non -Ad Valorem Assessment Roll as part thereof, said Non -Ad Valorem Assessment Roll will be delivered to the Tax Collector of this county. In witness whereof, I have subscribed this certificate and caused the same to be attached to and made a part of the above described Non -Ad Valorem Assessment Roll this the 8 day of September 2015 year Chairman of the Board or authorized agent of Town of Gulf Stream Name of local government Palm Beach County, Florida WILLDAN INVOICE Mr. Bill Thrasher Invoice #: 010-19892 Town Manager Invoice Date: 1/31/2013 Town of Gulf Stream Project: 101496 100 Sea Road Phase: 1013 Gulf Stream, FL 33483 Terms: Net 30 Days Description: Special District Administration This is the Annual Invoice for Fiscal Year 2012/13 G/L AccL Code i Districts) Gulf Stream Undergrounding TOTAL Costs Advanced Since Previous Blllin Copies: 0.00 Telephone: 0.00 Postage: 0.00 County Data: 0.00 Travel. 0.00 Maps: 0.00 Recording: 0.00 Miscellaneous. 0.00 Total Costs Advanced: $ 0.00 Active Annual CostsI Total Per 1 Parcels I Amount Advanced District J 209 1,800.00 0.00' 1,800.001 1 _ 2091$ 1,800.00$ 0.00!$ 1,800.001 INVOICE TOTAL:$ 1,800.00 ° ! Remit To: Willdan Financial Services - 27368 Via Industria, Suite 110 Temecula, CA 92590 Questions? Please call Billing at (951)587-3500 TOWN OF GULF STREAM UNDERGROUNDING PROJECT 100 SEA RD GULF STREAM, FL 33483 DATE 2/5/13 143 53-1422510 see PAY TO THE ORDER Willdan Financial Services ORDER of _ $ 1, 800.00 One thousand eight hundred dollars and no/100******************* ----__ __ O L L A R S © Bank AmeriO's Moat Convenient 9anX' FOR 019-14842 r 111000 14 3n' Redacted pursuant to FL Stat 119 Olt (5)(b)