25A - AGMT COST ALLOCATION PLAN - Laserfiche WebLink

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FIRM AND TEAM EXPERIENCE .. Mr. Burgess has a Master's degree in Public Policy Studies from the University of Chicago, Harris School of Public Policy Studies. He also has a Bachelor of Journalism degree from the University of Missouri. MR. BRAD WILKES, PROJECT DIRECTOR Mr. Wilkes will serve as the project director and primary contact for this engagement. In this role he will attend all on-site interviews, develop all project deliverables and conduct and attend all project meetings. Mr. Wilkes has held many consulting responsible positions over his 32 -year career, Including company vice president, founder and CEO of governmental consulting firms and national expert on issues related to governmental cost accounting. MS. ERIN PAYTON, PROJECT DIRECTOR Ms. Payton will serve as the backup project director for this engagement. In this role Ms. Payton will be available to attend initial on-site Interviews, develop cost allocation plans and all department overhead rates, and provide training and coordination over the life of this engagement. Ms. Payton will also closely monitor the project timeline against milestones and deadlines. Ms. Payton is a Director with MGT and has more than 30 years of experience providing public -sector consulting services. She manages our West Coast cost plan and user fee practice. She has a background in local government consulting focusing on cost allocation development, user fee rate calculations, and jail rate studies. She is the one of the most experienced cost analysts in the western United States, having completed more than 200 cost plan and user fee studies for local governments. Prior to joining MGT, she was a senior manager and director for management consulting firms PRM, Maximus, and DMG. MS. SARA BEEMER, COST ALLOCATION SPECIALIST Ms. Sara Beemer is a Manager with MGT and an expert in cost allocation plan development. She resides In the Southern California area and has day to day responsibility for many of the MGT projects in that area. Ms. Beemer is responsible for all day-to-day activities of as many as 20 California city and county clients (in any given year), from as large as Orange County to as small as the City of Healdsburg. She has successfully prepared morethan 100 cost allocation plans. Prior to Joining MGT, she worked for both the City of Claremont (Finance Department), and the City of Redondo Beach (Police Department) where she was responsible for budget preparation; and monitoring, analyzing, and the approval of all budget and grant expenditures. RESUMES Resumes for our proposed team members are provided in APPENDIX A: RESUMES. ®°**® MGT CITY OF SANTA ANA, CALIFORNIA I MARCH 8, 2018 PAGE.6 CONSULTING GROUP RFP NO. 18-02311 PROPOSAL FOR COST ALLOCATION PLAN / ISF ALLOCATION STUDY - 25A-52