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Proposal Provided to: <br />City of Santa Ana, Public Works Agency <br />FQ <br />SCI Consulting Group (SCI) is a public finance consulting firm with <br />IConsultingGroup 30 years of expertise in assisting public agencies in California, <br />including the County of Orange, City of Orange, and City of <br />Placentia, with planning, justifying and successfully establishing new revenues for their service and capital <br />improvement needs and objectives, and managing special assessment levies. SCI's 50 employees possess <br />extensive benefit assessment engineering and formation expertise, particularly for agency -wide <br />assessments that are much more difficult to gain property owner approval than development project or <br />neighborhood assessments. Since Proposition 218 was approved in 1996, we have successfully farmed <br />over 120 agency -wide new benefit assessments, which represent the majority of all post -P218 new <br />agency -wide assessments in the State. These successful agency -wide assessments include all of the largest <br />successful assessments in the State as well. <br />SCI provides year -round special tax and assessment administration services and planning services for clients <br />throughout California. Our firm currently administers over 400 assessment and special tax districts, <br />comprising over 10,000,000 parcels. SCI's planning projects have included hundreds of development impact <br />studies, facility and financing plans, demographic studies, cost of service and fee justification studies, and <br />other planning and real estate studies. Moreover, Mr. John Bliss, proposed Task Lead for activities related <br />to Funding Options & Recommendations, has served as the responsible Assessment Engineer on over 300 <br />Engineer's Reports for new or increased assessments, comprising more post- Proposition 218 new <br />assessment engineering than any other assessment engineer in the State. <br />D p A, �i�O� Dan Cloak Environmental Consulting (DCEC) was founded by Mr. Dan <br />Cloak in 2002. The one -man firm assists California municipalities with <br />ENVIRONMENTAL CONSULTING <br />stormwater NPDES compliance and urban watershed management. <br />While specializing in stormwater treatment and Low Impact Development, DCEC has been involved in <br />integrating stormwater pollution prevention practices into the everyday operations of municipal public <br />works, planning and community development departments. DCEC worked with LWA and SCI on the <br />successful Stormwater Quality Funding Initiative sponsored by the Contra Costa Clean Water Program. <br />1A.1. Project Team <br />The LWA Team is comprised of highly qualified professionals to <br />support the City with conducting the fee study and implementing <br />funding options as well as providing project management. Our Team <br />includes engineers, scientists and task leads who possess the <br />qualifications and experience to successfully perform their <br />respective role /function. As the Project Manager and Principal -in- <br />Charge, Ms. Ashby is the primary point -of- contact to the City. <br />The identified key personnel are charged with their assigned tasks, <br />and in the event that Ms. Ashby is not available, the individuals will <br />serve as the point -of- contact for their respective tasks. The project <br />organization chart provided as Figure 1 identifies our Team's <br />proposed key personnel as well as their roles. Table 2 provides the <br />anticipated percentage of each individual's time committed to <br />manage, execute and implement the various tasks on this project. <br />Resumes highlighting the experience and qualifications for the key <br />personnel are provided below. <br />Page 1 6 <br />25M -64 <br />Key Personnel Percentage <br />r I,' <br />Giles Pettifor <br />25% <br />Karen Cowan <br />15% <br />Will Lewis <br />25% <br />John Bliss <br />25% <br />Dan Cloak <br />15% <br />Table 2. Personnel Commitment <br />NPDES & Environmental Programs Fee Study <br />RFP No. 14 -069 <br />June 23, 2015 at 2 :00 p. m. <br />