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25A - AGMT - COMPREHENSIVE REPORT OF PROP 218 FEES
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25A - AGMT - COMPREHENSIVE REPORT OF PROP 218 FEES
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9/28/2017 4:57:27 PM
Creation date
9/28/2017 4:49:47 PM
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City Clerk
Doc Type
Agenda Packet
Agency
City Manager's Office
Item #
25A
Date
10/3/2017
Destruction Year
2022
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services under review in this effort. She will be fully conversant in all findings and will be onsite for <br />progress, findings, and public events. She will present recommendations and findings to staff, and <br />any other public bodies or public hearings, as specified in the Work Plan for this project. <br />Work Experience: Ms. Davis offers over 25 years of experience in all facets of financial, <br />organizational and operational consulting for local government clients. The majority of her <br />professional experience includes development of Full Cost and OMB A-87 compliant cost <br />allocation plans, and user fee analysis including establishment of realistic, customized fee <br />recovery policies. Greta holds a Bachelor of Arts in Social Science, with an emphasis in Finance, <br />from the University of California, Irvine. Ms. Davis has completed similar projects as requested by <br />the City for many agencies across California. <br />KEVIN GARDNER & ARIELLE PLOURDE, FINANCIAL ANALYSTS <br />Roles and Responsibilities: Kevin Gardner and Arielle Plourde will perform large-scale data <br />analysis and validation, design and implement cost allocation and user/regulatory fee models, and <br />prepare technical outcomes at the direction of the Project Director and Project Manager. They will <br />also facilitate data collection and reminders to City staff in order to keep projects moving along the <br />agreed upon timeline for completion. <br />Work Experience: All NBS Financial Analysts have a minimum Bachelors -level degree in <br />Business, Finance, or Economics and between one to three years of professional work experience <br />with NBS or in a related field. <br />Full resumes are included in the Appendix <br />Figure 1. Percentage of Staff Time Devoted to Project <br />1 City of Santa Ana <br />NBE- <br />1 RFP No. 17-081 Comprehensive Proposition 218 Fees and Charges Compliance Assessment <br />25A-23 <br />
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