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FIRM AND TEAM EXPERIENCE <br />ALLOCATION AND RATE DEVELOPMENT FOCUS AND <br />EXPERTISE <br />MGT understands jurisdictions like Santa Ana. We do more city cost allocation plans and full cost rate and <br />ISF studies than any other firm. Our consultants have a wealth of experience designing new cost allocation <br />and rate/ISF charging formats, which will be a critical knowledge base for this assignment. In addition to <br />our experience and technical expertise, one of MGT's greatest strengths is our consultants' ability to <br />communicate effectively with our clients, from direct operational staff that provide these services, up to <br />managers, directors, and elected officials. <br />Our project team has completed thousands of indirect cost studies during their long careers. Most of these <br />studies have been for California city and county clients. Our team has submitted and negotiated these <br />projects with federal and state cognizant agencies such as, HUD, Caltrans, the FAA and the State <br />Controller's Office. <br />PROJECT TEAM (ALL CALIFORNIA BASED) <br />The MGT proposed project team includes: <br />MGT EXECUTIVE—J Bradley Burgess <br />28 years of experience (firm decision maker) <br />PROJECT MANAGER —J Bradley Wilkes <br />32 years of experience (principal consultant) <br />PROJECT STAFF — Erin Payton <br />31 years of experience (as backup for Mr. Wilkes) <br />REGIONAL STAFF—Sara Beemer <br />15 years of experience (as needed, <br />Southern California based) <br />MR. J. BRADLEY BURGESS, EXECUTIVE -IN -CHARGE <br />MGT Project Team <br />Mr. J. Bradley Burgess is an Executive Vice President with MGT and is responsible for MGT Financial <br />Services. He is also a member of our firm's Board of Directors. He will serve as the executive -in -charge for <br />this engagement. He will ensure that Santa Ana is unconditionally satisfied with the services received from <br />MGT consultants. <br />Mr. Burgess is an expert in project management, having managed or directed over 340 projects over his <br />28 -year local government consulting career. He has taught hundreds of government finance officials <br />Indirect cost theory and application through numerous training sessions. He is a frequent presenter at <br />conferences and workshops for clients, state and local governments, and state associations. Mr. Burgess <br />has been a corporate officer at David M. Griffith & Associates, DMG-Maximus, Maximus, Public Resource <br />Management Group and MGT of America Consulting, LLC. <br />e♦®�®MGT CIN OF SANTA ANA, CALIFORNIA I MARCH 8, 2018 k <br />PAGE'S <br />CONSULTING GROUPRFP NO. 18-02311 PROPOSAL FOR COST ALLOCATION PLAN/ ISF ALLOCATION ST UDY 1 <br />25A-51 <br />