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25A - AGMT COST ALLOCATION PLAN
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25A - AGMT COST ALLOCATION PLAN
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Last modified
4/26/2018 6:46:33 PM
Creation date
4/26/2018 6:40:01 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Public Works
Item #
25A
Date
5/1/2018
Destruction Year
2023
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APPENDIX A RESUMES <br />•. <br />®♦��®- J. BRADLEY BURGESS <br />Executive Vice President, Financial Services <br />MGT CONSULTING GROUP I bburgess@mgrconsulcing.com <br />Mr. Burgess has performed a wide variety of cost -of -service studies for California local governments and state <br />associations since 1990. Over the past 28 years, he has developed a broad expertise in local government <br />consulting, with a primary focus on cost allocation methodologies, user fee analysis, state and local claims and <br />grant applications, negotiations with state and federal authorities, and Indirect cost rate proposal <br />development. He has served as a corporate officer for the following consulting firms: MGT of America, Public <br />Resource Management Group, LLC (founder), Maximus, DMG-Maximus, and David M. Griffith and Associates, <br />Ltd. <br />Mr. Burgess has personally served over 190 cities, and 49 of the 58 counties within the state of California during <br />his 24 -year consulting career. He has also personally provided consulting services to 19 of California's 20 largest <br />counties. Mr. Burgess also has extensive transit district experience, having worked with such districts as Los <br />Angeles Metro Transit, SF Muni, BART, Oakland Port, San Diego Port, Charlotte Transit, and Sound Transit in <br />Seattle. <br />Recent projects include cannabis research and costing projects for the City and County of Denver, the State of <br />Maryland and several counties in California. He also prepared the budget for Gary Indiana School Corporation <br />as part of the Emergency Management Team hired by the State of Indiana in 2017. <br />AREAS OF EXPERTISE <br />• California State Mandate Reimbursement (SB 90) <br />• Cannabis Polity, Decision -Making and Costing <br />• Local Government Cost Allocation Plans <br />• Indirect Cost Rate Proposals <br />• Cost of Service / User Fee Study <br />• Emergency Financial Management <br />PROFESSIONAL LEADERSHIP <br />Mr. Burgess is an Executive Vice President at MGT Consulting and serves on the firm's Board of Directors. He Is also the <br />Manager responsible for MGT's Financial Services Division, and Is one of three vice presidents responsible for the division <br />nationally. Mr. Burgess was one of three founding partners of Public Resource Management Group (PRM). PRM became <br />the fastest growing local government costing services practice in the nation. During his tenure with DMG and Maximus, <br />Mr. Burgess was one of two vice presidents responsible for the $5 million local government consulting practice, with 30 <br />professional consultants, and over 400 clients served per year. In addition to 58 90 claiming, additional representative <br />consulting studies include appropriation limitation studies, Indirect cost rate proposal preparation, full cost and 2 CFR Part <br />200 federal cost allocation plans, userfee studies, development Impact fee analysts, and legislative analysts. <br />PERTINENT STATEWIDE EXPERIENCE <br />Mr. Burgess served as the Associate Director of the California Cities SB 90 Service and the CSAC SB 90 Service. In this <br />rapacity, Mr. Burgess worked on behalf of all California local agencies to reach resolution on statewide Issues such as the <br />Open Meetings Act Impasse; developing unit costs for several current mandates; and has assisted agencies such as San <br />Francisco, Santa Barbara County, Orange County, Santa Clara County, Sacramento County, Monterey County, Marin County <br />and San Mateo County, as well as large municipalities such as Oakland and Sacramento to defend SB 90 claims under audit <br />by the California State Controller. Mr. Burgess has also represented local agencies before the California Legislature, the <br />Commission on State Mandates and the Bureau of State Audits. Mr. Burgess has also provided over 35 statewide training <br />sessions on cost accounting theory, and presentations to over 20 state associations. <br />o���®MGT CITY OF SANTA ANA, CALIFORNIA ) MARCH 8, 2018 <br />CONSULTING GROUP RFP NO. 18-02311 PROPOSAL FOR COST ALLOCATION PLAN / ISF ALLOCATION STUDY <br />25A-71 <br />PAGE Z5' <br />
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