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GREG CLUMPNER, PROJECT PRINCIPAL <br />Role and Responsibilities: Greg Clumpner will work with Kim Boehler on the Evaluation of <br />Enterprise Fund Rates and will take a key role in the Refuse Collection rate evaluation. Greg will <br />also provide direction, guidance, and senior -level technical analysis and review. Greg will assist <br />the project team in developing recommendations that will best fit the City's unique characteristics <br />and issues. <br />Work Experience: As the director of NBS' Utility Rate Study Practice, Greg Clumpner's 35 -year <br />professional career has focused on cost -of -service rate studies for municipal water, sewer, <br />recycled water and solid waste agencies. He regularly makes technical presentations at industry <br />conferences and client workshops. His practice includes management -consulting assignments <br />related to utility operations, system valuations, and feasibility studies. He also created and <br />managed Foresight Consulting where for 6 years, his practice focused on water, sewer and solid <br />waste rate analyses. Greg has completed over 350 similar studies during his career. <br />Additionally, Greg often works with Prop 218 legal counsel and serves as an expert witness on <br />utility rate legal challenges; he is intimately familiar with the legal constraints as well as when to <br />solicit legal opinions to ensure rate alternatives will meet Prop 218 legal requirements. <br />PABLO PEREZ, PROJECT PRINCIPAL <br />Role and Responsibilities: If the City selects Approach #2 for the Federal Clean Water <br />Protection evaluation, Mr. Perez will support Ms. Boehler in developing recommendations on <br />whether or not the City should pursue a dedicated funding source for the enterprise, and what - <br />funding mechanism(s) are best suited to the City's needs. He will also develop the per parcel cost <br />estimates and will be present for meeting with City staff and the Council, as needed. <br />Work Experience: Mr. Perez is a Director in NBS' Special District Consulting Group and has over <br />20 years of experience working with public agencies in California and. has been at the forefront of <br />the interpretation and implementation of Proposition 218, Proposition 26 and the formation of <br />special financing districts. He is also actively involved in the daily management of district <br />administration operations, the preparation of the annual special assessment levies, and related <br />projects. <br />ADINA MCCARGO, CONSULTANT <br />Role and Responsibilities: If the City selects Approach #2 for the Federal Clean Water <br />Protection evaluation, Ms. McCargo will support Mr. Perez and Ms. Boehler on this study, in <br />developing the per parcel cost estimates and performing the research and analysis associated <br />with Task 2.1.1) in this study. <br />Work Experience: Adina McCargo is a consultant with NBS where she forms and administers <br />special financing districts and is actively involved with district formations and bond <br />issuancelrefunding analysis, feasibility studies as well as daily management of district <br />administration operations. <br />F' ,NBS City of Santa Ana <br />RFP No. 17-081 Comprehensive Proposition 218 Fees and Charges Compliance Assessment <br />25A-21 <br />