25A - AGMT - COMPREHENSIVE REPORT OF PROP 218 FEES

Home Browse Search

GREG HENRY, UTILITY RATE CONSULTANT Project Role and Responsibilities: Greg Henry will support the project team in data analysis and input, if needed on the tasks related to the Evaluation of the Enterprise Fund rates. Summary of Work Experience: Mr. Henry offers 6 years of experience in financial analyses, budgeting and financial and rate projections for a California municipality, as well as experience in drought planning. He serves as the primary consultant on project teams completing water and sewer utility rate studies and capacity fee analyses, including development of financial models, budget projections, establishing revenue requirements, multi-year financial plans, rate adjustment strategies, and performing cost -of -service analyses. Mr. Henry also makes presentations to City Councils, Boards and other stakeholder groups to present study outcomes and gain input on the development of financial plans and rate structures. CRAIG BREWER, UTILITY RATE ANALYST Role and Responsibilities: If the City selects Approach #2 for the Federal Clean Water Protection evaluation, under the direction of the project manager, Mr. Brewer will support the project manager in developing the financial plan for the enterprise fund, in performing data input and other analyses as needed. Work Experience: Mr. Brewer has, a Bachelor's of Science degree in Applied Mathematics and offers over two years of experience working directly with cities and special districts in California on financial analyses, large scale data analysis and database management. Description of Project Team for Cost Allocation Plan & Regulatory Fees NICOLE KISSAM, PROJECT DIRECTOR Roles and Responsibilities: Nicole Kissam will direct the work efforts of our project team for any advisement pertaining to review of allocated overhead costs and user/regulatory fees for service. She will be fully conversant in all findings and available for public events as needed. She will work closely with the City's designated project manager to monitor the schedule and delivery of work products to the City's satisfaction. While designing and directing analytical efforts, she will also provide senior -level technical analysis as warranted. Work Experience: Ms. Kissam is a Director with NBS in the Financial Consulting Group. She has 15 years' total work experience in public sector consulting, city government, marketing, and public relations. Nicole has been a financial and management consultant to local government for the majority of her career, specializing in Full and OMB A-87 compliant cost allocation plans, user and regulatory fee analysis, impact fee analysis, financial plans, and operational improvement strategy for California agencies. Nicole holds a Bachelor of Science in Business Administration from California Polytechnic State University in San Luis Obispo. Ms. Kissam has completed similar projects as requested by the City for many agencies across California. GRETA DAVIS, PROJECT MANAGER Roles and Responsibilities: Greta Davis will lead data acquisition, data collection, and data validation efforts with City's staff, and also direct specific areas of model design and prepare technical analysis supporting the determination and justification of cost allocations, and user/regulatory fees. Greta will work actively with City staff members who oversee and perform A�y � - City of Santa Ana% . �,N V RFP No. 17-081 Comprehensive Proposition 218 Fees and Charges Compliance Assessment 25A-22