BERRYMAN AND HENIGAR 004- 2003 - Laserfiche WebLink

Home Browse Search

Mr. Jim Ross November 20, 2002 EXHIBIT A Page 9 of 14 Qualifications Berryman & Henigar has worked with over 150 public agencies throughout California and is a recognized leader in working with local agencies to identify financing mechanisms, assisting in the formation of Special Financing Districts, providing ongoing District Administration, and all types of Assessment Engineering services. Berryman & Henigarstaff members are always there to help its clients through each step of the financing process. For FY 2002 -03, Berryman & Henigar prepared assessment rolls for over 200 special assessment and special taxing districts throughout California and it is estimated that we placed over 3,000,000 assessments and special taxes on the secured property tax rolls. (We levied a total of $111,434,000 on 3,293,000 parcels in FY 2001 -02.) Our range of assessment engineering services includes: LANDSCAPING AND LIGHTING MAINTENANCE DISTRICTS Both Roy Stephenson, PE, and Dennis Klingelhofer, PE, have helped agencies implement assessment districts under the authority of the Landscaping and Lighting Act of 1972 to provide funding for the operation, maintenance, and construction of street lights, park facilities, open space, landscaping, and related improvements. These districts have ranged in size from one single development to citywide districts. As City Engineer for the City of Yorba Linda, Roy was able to have property owners approve an increase in the City's assessment. Dennis helped the City of San Diego "reengineer" their downtown assessment district following the passage of Proposition 218 with 80% of the property owners supporting the new district. Both Roy and Dennis make it their first priority to work closely with each agency in developing the appropriate methodology and a strong benefit nexus that relates to 'special benefit'. Some districts may require benefit zones based upon the varying types and level of service received by certain properties. Our staff has also assisted in the consolidation of districts, helped agencies determine the feasibility of forming districts, and currently prepares the annual assessment roll for more than one hundred districts. MELLO -Roos COMMUNITY FACILITIES DISTRICTS Led by Dennis Klingelhofer, PE, our primary contact for your contract, Berryman & Henigar has served as special tax consultant and district engineer for the formation of Mello -Roos Community Facilities Districts (CFDs) with a total bonding capacity of over $300 million. He has a successful track record working with City Councils, developers, and community groups to ensure smooth- running projects completed within schedule and budget. Dennis has been supported by Cathy Shepherd, who has provided financial analysis, supervised database and assessment methodology, and prepared CFD Reports for 14 Mello -Roos projects. Amy Robyler has prepared Engineer's Reports and coordinated all day -to -day aspects of assessment engineering. Funds from these CFDs we have formed and administered have been used to construct major public works facilities and on -site public improvements associated with new development, as well as school facilities. As special tax consultants, we have developed the special tax formulas, prepared the special tax reports, and continue to administer many of the districts on an annual basis. We have also been called upon by public agencies to provide peer review of other consultants' Special Tax Formula for new Community Facilities Districts. Library Financing Our public financing specialists have extensive experience in administering all types of special tax districts. This past year, our staff prepared the annual Auditor's Report for the levy of special taxes for a wide range of public services including library services, emergency medical and paramedic, and recreation services. Specific to library financing Berryman & Henigarcan assist you in preparing ballot measure material and analyzing data to test an assessment methodology for budgeting purposes. Our Project Manager, Dennis Klingelhofer, assisted the City of San Jose in the adoption of a benefit assessment for library services under the City's authority as a Charter City. Our staff has also helped the Cities of Pasadena and Sacramento in the adoption and administration of special funding programs for library services. Berryman & Henigar