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SECTION 2: FIRM AND TEAM EXPERIENCE <br />BS Helping communities fund tomorrow. In 1996, California <br />C)Nmunicipalities were struggling to appropriately implement local <br />funding tools <br />while trying to Interpret Proposition 13 and a host <br />of other rules and regulations. Then, Proposition <br />218 entered the scene making municipal funding <br />even more challenging. Seeing the potentially <br />negative effects this could have on local <br />communities, several experienced and concerned <br />finance and engineering professionals gathered to <br />create NBS. <br />While the firm originally focused on Special <br />Financing Districts, specifically the formation and <br />administration of special assessments and taxes, <br />we have evolved with our clients' needs. That <br />evolution gave rise to a Financial Consulting <br />practice that focuses on sustainable water and <br />wastewater utility rate programs, cost allocation, <br />cost recovery, and legally justified fee design. <br />Across all practice areas, we have worked with <br />more than 350 public agencies to date; including <br />cities, counties, municipal utilities, and special <br />purpose districts. <br />Our primary areas of continual investment include <br />the highest -quality training, software and <br />technology. In an effort to control overhead and <br />maximize local understanding, many team <br />members operate out of satellite offices spanning <br />California and reaching as far as Colorado. <br />Financial Consulting: Utility Rate <br />Group, Cost Allocation Plans and <br />User Fee Studies <br />Legal Name: NBS Government Finance <br />Contact: Kim Boehler <br />'.ep ho ne: 800.676.7516 <br />.com <br />and Execute Agreement <br />Name: David Ketcham <br />Title: Vice President <br />Address: <br />Group <br />DBA: <br />NBS <br />Headquarters: <br />Temecula, CA <br />Address: <br />32605 Temecula Pkwy., Suite <br />Fax: <br />100 <br />Email: <br />Temecula, CA 92592 <br />Regional <br />Office: <br />San Francisco, CA <br />Employees: <br />40 <br />Shareholders <br />100 % Employee Owned <br />(ESOP) <br />Contact: Kim Boehler <br />'.ep ho ne: 800.676.7516 <br />.com <br />and Execute Agreement <br />Name: David Ketcham <br />Title: Vice President <br />Address: <br />32605 Temecula Pkwy., <br />Suite 100 <br />Temecula, CA 92592 <br />Telephone: <br />800.676.7516 <br />Fax: <br />951.296.1998 <br />Email: <br />dketcham@nbsgov.com <br />This project falls in our financial consulting area where we focus primarily on cost recovery <br />mechanisms and supporting justification for various agency revenue streams. Our areas of <br />expertise include: <br />• Rate studies for municipal water, sewer, storm drainage and solid waste utilities. <br />• Financial plans for public utilities. <br />• System capacity and development impact fees. <br />• User and regulatory fees for a wide variety of local government programs and services. <br />• Overhead cost allocation analysis. <br />NBSCity of Santa Ana <br />�� ��99 8.77 RfP No. 17-081 Comprehensive Proposition 218 Fees and Charges Compliance Assessment <br />25A-18 <br />